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2021-09-17

Agree. I think Ford will be a winner.

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2021-07-02

The winner is the cloud providers. As a long term strategy, I think it is still better for Apple to build and own their cloud.

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2021-07-01

It is proof that we need to stick to our guns when we believe in something.

ARK Innovation Is Coming Back Strongly. Here’s a Trade to Exploit It.

2022-02-04

Finally... great news! Hope this lifts the e commerce stocks!

Amazon.com Q4 GAAP EPS $27.75 Up From $14.09 YoY

2022-04-20

I'm still bullish on SE. looking at 200+ level...

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2021-07-12

Well written article. Just need to look at the part on fundamentals of the stock. Says it all...

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2022-04-10

Nice bites if info

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2021-08-17

NIO should be one of the winners in China's EV market. Hold on tight!

Strong Execution Makes NIO A Buy

2021-08-02

Tonight's US market showing will be interesting.

China shares jump after worst month in nearly 3 years

2022-03-15

Problem is, past performance is not an indication of future performance... the closest we can gather from financial statements is probably the Cash Flow statements. Even that, it's only a 1 dimensional view. Strategy and ability to execute is still key.

5 of the Fastest-Growing Stocks on the Planet

Go to Tiger App to see more news

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majority just knee jerseys... but this article is so right.","listText":"Unfortunately majority just knee jerseys... but this article is so right.","text":"Unfortunately majority just knee jerseys... but this article is so right.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9994510522","repostId":"2262977847","repostType":4,"repost":{"id":"2262977847","kind":"highlight","pubTimestamp":1661561509,"share":"https://ttm.financial/m/news/2262977847?lang=en_US&edition=fundamental","pubTime":"2022-08-27 08:51","market":"us","language":"en","title":"Why Investors Should Ignore the Fed, Interest Rates, and Most News","url":"https://stock-news.laohu8.com/highlight/detail?id=2262977847","media":"TheStreet","summary":"The stock market often makes big moves based on short-term news. 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When Jerome Powell mentions that interest rates may continue to rise to combat inflation, the Dow and Nasdaq generally drop -- unless ...</p>\n\n<a href=\"https://www.thestreet.com/investing/why-investors-should-ignore-the-fed-interest-rates-and-most-news\">Source Link</a>\n\n</div>\n","source":"thestreet_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>Why Investors Should Ignore the Fed, Interest Rates, and Most News</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\">\nWhy Investors Should Ignore the Fed, Interest Rates, and Most News\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-27 08:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/investing/why-investors-should-ignore-the-fed-interest-rates-and-most-news><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The stock market often makes big moves based on short-term news. When Jerome Powell mentions that interest rates may continue to rise to combat inflation, the Dow and Nasdaq generally drop -- unless ...</p>\n\n<a href=\"https://www.thestreet.com/investing/why-investors-should-ignore-the-fed-interest-rates-and-most-news\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.thestreet.com/investing/why-investors-should-ignore-the-fed-interest-rates-and-most-news","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2262977847","content_text":"The stock market often makes big moves based on short-term news. When Jerome Powell mentions that interest rates may continue to rise to combat inflation, the Dow and Nasdaq generally drop -- unless they don't because people expected worse or assume that the news was already priced into the market.It's an inexact science where people make reactionary moves that send markets up or down based on some sort of prevailing wisdom. Basically, people take short-term news and conflate it to have long-term meaning.The media -- of which I have been a member for roughly 30 years -- do not generally help calm the short-term hysteria.People don't get paid to go on cable-news channels to express reasoned long-term opinions. They're supposed to fire off hot takes, which make it seem as if the Fed's rate move or the monthly jobs number has a huge impact on the stock market.In reality, broader economic conditions clearly have an impact on individual stocks, but that's not nearly as simple as people would have you believe.For example, a weakening economy might be worse for Apple  because people might be wary of buying expensive new phones. Or the same economy could benefit Apple because consumers will hold back on vacations, new cars, and other expensive purchases and spend on more-affordable luxuries like streaming TV, music, and fitness, or maybe even a new phone, which is a lot cheaper than many vacations.Short-Term Stock Market Moves Don't Much MatterA lot of people day-trade and try to guess how the market might perform day-to-day or even hour-to-hour. Long-term investors buy good companies and hold them for years. That's how the average person can build wealth, and it's a strategy that does not depend on you trying to figure out what Federal Reserve Chairman Jerome Powell's comment or any Fed move means at a micro level.Instead, every news report is a piece of a bigger puzzle. Yes, the country's long-term financial health tells you things about how various companies will perform, but isolated data points generally mean very little.If we go back to looking at Apple, for example, the company's quarterly earnings reports often show double-digit growth in every category -- and the stock price falls after the report. Sometimes that's because investors expected more or analysts didn't like the outlook management described. But you can't judge companies based on one quarter.When you assess an earnings report, you have to compare it with the company's long-term road map. Did Apple, for example, grow service revenue, something the tech giant has been working on for years? Are long-term sales goals being met even if they're not happening in exactly the way the company thought they might?For example, when Apple introduces the new iPhone, in September, sales may be front-loaded or people may wait a few weeks, until the holiday season, before they buy. In a broader sense, many customers may wait until their current phone gets paid off. It's a 12-month cycle where the destination, not how you get there, matters.So Much Noise, So Little NewsIt's a 24-hour/7-day-a-week news cycle, and media outlets tied to that wheel can't tell you that what's happening in the moment is one data point of many, not a meaningful, actionable item on its own.Higher interest rates, for example, mean higher mortgage rates, which in turn could slow the housing market and bring prices down (or at least slow their growth).That's not a simple equation. Cheaper sale prices with higher mortgage rates might increase affordability for buyers but they also slow wealth creation for sellers.Both are interesting data points when you look at lots of different stocks, but evaluating a company's prospects is much more about how its management executes a plan while adjusting for economic conditions.Peloton and Netflix, for example, have taken very different approaches to the end of the pandemic-driven boom.Netflix always talked about how it was pulling growth forward, warning that at some point there would be quarters with slight drops. The company explained how it would get more efficient with its content spending and focus on new areas like video games to drive growth.You can believe that strategy will work -- I'm bullish on more focused content spending and I think games are lighting money on fire. But how the company executes on its clearly explained strategy means a lot more to its future than an interest rate move or whether Disney has an Avengers movie in theaters at this exact moment.Peloton, for its part, has never really articulated a plan for a return to growth after the pandemic pushed forward its customer acquisition. Yes, the broader economy matters more to Peloton than it does to Netflix, but you should buy, sell, or ignore the company's stock based on whether you believe in its long-term business plan, not because the cost of financing a bike just got marginally more expensive.The media want to keep things simple. That's why the weatherperson tells you it's going to snow, how much may fall, and what the temperature will be, not the underlying science that leads to those things happening.It's easy to conflate single data points to stock market moves because when we get data, the market moves, but those moves don't actually speak to long-term performance.When you consider investing in a company or selling a stock you own, look at as many data points as you can, and don't make blanket assumptions that higher interest rates or a weaker economy are bad (or good) for that company.Remember that charts, numbers, expert opinions, and everything else are tools to help you understand the bigger picture. No one of them is the last word.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":3122,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9999466553,"gmtCreate":1660572472075,"gmtModify":1676535357063,"author":{"id":"3582520228861009","authorId":"3582520228861009","name":"CPCat","avatar":"https://static.tigerbbs.com/3bafaf3d39abfb78a4bedf785310721a","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3582520228861009","idStr":"3582520228861009"},"themes":[],"htmlText":"Good... the headlines gave me a fright!","listText":"Good... the headlines gave me a fright!","text":"Good... the headlines gave me a fright!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9999466553","repostId":"2259015474","repostType":2,"repost":{"id":"2259015474","kind":"highlight","pubTimestamp":1660555476,"share":"https://ttm.financial/m/news/2259015474?lang=en_US&edition=fundamental","pubTime":"2022-08-15 17:24","market":"us","language":"en","title":"Did Warren Buffett Really Lose Almost $44 Billion in 3 Months?","url":"https://stock-news.laohu8.com/highlight/detail?id=2259015474","media":"Motley Fool","summary":"The Oracle of Omaha's company reported an eye-popping second-quarter loss -- but not all is what it seems.","content":"<div>\n<p>It's been an \"interesting\" year on Wall Street. I say interesting with quotes because we've witnessed some truly unprecedented economic data and headlines. In no particular order, we've:Watched the U....</p>\n\n<a href=\"https://www.fool.com/investing/2022/08/15/did-warren-buffett-really-lose-44-billion-3-months/\">Source Link</a>\n\n</div>\n","source":"fool_stock","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>Did Warren Buffett Really Lose Almost $44 Billion in 3 Months?</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\">\nDid Warren Buffett Really Lose Almost $44 Billion in 3 Months?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-15 17:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/08/15/did-warren-buffett-really-lose-44-billion-3-months/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It's been an \"interesting\" year on Wall Street. I say interesting with quotes because we've witnessed some truly unprecedented economic data and headlines. In no particular order, we've:Watched the U....</p>\n\n<a href=\"https://www.fool.com/investing/2022/08/15/did-warren-buffett-really-lose-44-billion-3-months/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4581":"高盛持仓","ORCL":"甲骨文","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4538":"云计算","BK4176":"多领域控股","BRK.A":"伯克希尔","BK4550":"红杉资本持仓","BK4528":"SaaS概念","BK4516":"特朗普概念","BK4534":"瑞士信贷持仓","BRK.B":"伯克希尔B","BK4097":"系统软件"},"source_url":"https://www.fool.com/investing/2022/08/15/did-warren-buffett-really-lose-44-billion-3-months/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2259015474","content_text":"It's been an \"interesting\" year on Wall Street. I say interesting with quotes because we've witnessed some truly unprecedented economic data and headlines. In no particular order, we've:Watched the U.S. inflation rate soar to levels not seen since the early days of the Reagan administration.Seen Russia's invasion of Ukraine cripple an already fragile energy supply chain.Borne witness to back-to-back quarters of U.S. gross domestic product declines that hasn't officially been labeled as a recession.Witnessed the Federal Reserve begin a monetary tightening cycle with the stock market in a notable decline.As if this wasn't enough, Wall Street was graced with an eye-popping headline following the release of Berkshire Hathaway's (BRK.A 1.66%) (BRK.B 1.71%) earnings report on Aug. 6, 2022. In the three months ended June 30, 2022, Berkshire Hathaway lost -- and I hope you're sitting down for this -- $43.76 billion dollars.How on Earth did Berkshire CEO Warren Buffett, one of the greatest investors of our generation, manage to lose almost $44 billion in three months' time? Let me spoil it for you: All is not what it seems in Berkshire's quarterly earnings report.Berkshire Hathaway CEO Warren Buffett. Image source: The Motley Fool.Berkshire Hathaway's historic quarterly loss isn't what it seemsBack in 2016, the Financial Accounting Standards Board passed new measures aimed at making corporate income statements, and generally accepted accounting principles (GAAP) reporting, more transparent for investors. One of these measures, ASU 2016-01 (\"Recognition and Measurement of Financial Assets and Financial Liabilities\"), eliminated the need to classify various categories of equity investments and, instead, required that equity investments be measured at fair value. This meant that changes in equity investments from one quarter to the next would be recognized as net income, or a net loss. Berkshire Hathaway officially adopted this accounting change in its reporting beginning in 2018.In simpler terms, the closing price of Warren Buffett's investments on March 31, 2022 represented their fair value at the end of the first quarter. Comparably, the closing price of securities on June 30, 2022 represented their fair value at the end of the second quarter. In addition to counting the realized gains and losses recognized by selling stocks, ASU 2016-01 requires Buffett's company to recognize the unrealized gains and losses as a result of share price movements in its investment portfolio from one quarter to the next.During the second quarter, the three major U.S. stock indexes were pummeled. The timeless Dow Jones Industrial Average, broad-based S&P 500, and tech-centric Nasdaq Composite respectively plunged by 11.3%, 16.5%, and 22.4% in a three-month stretch. Not surprisingly, Berkshire Hathaway's investment portfolio took it on the chin as well. This resulted in a staggering \"loss\" of $66.9 billion from investments and derivative contracts in just three months, and the aforementioned net loss of almost $44 billion for the second quarter.Image source: Getty Images.Warren Buffett's company is as strong as everDid Warren Buffett lose close to $44 billion in three months? On paper, and based on financial requirements, yes. But when looking at what counts, this was another successful quarter for the Oracle of Omaha and his company.To begin with, Warren Buffett and his investing lieutenants, Todd Combs and Ted Weschler, aren't traders. While they might chase the rare arbitrage play or high-yielding stock in an inflationary environment, most of Berkshire Hathaway's more than four dozen holdings are longer-term investments. In fact, the Oracle of Omaha has continuously held 15 stocks for at least a decade. Stocks are always going to ebb and flow, which makes unrealized gains and losses something of a moot point in Berkshire Hathaway's quarterly operating results.A far better measure of Warren Buffett's success as an investor can be found in his annual letter to shareholders. In that letter, investors can see that Berkshire Hathaway's Class A shares (BRK.A) have averaged a 20.1% annual return since the Oracle of Omaha became CEO in 1965. Imagine averaging a 20.1% annual return for 57 years!To add, \"unrealized losses\" is simply another phrase that means opportunity for Warren Buffett. A declining stock market provides the Oracle of Omaha and his investing team with the opportunity to deploy their mammoth cash pile into stocks, acquisitions, or even share buybacks. The plunging stock market during the second quarter allowed Buffett to buy $57.3 billion worth of equity securities, as well as $1 billion worth of the company's Class A and B common stock. Buffett and his right-hand man Charlie Munger have overseen $62.1 billion in aggregate stock buybacks since July 2018.Another thing for investors to note is that Berkshire Hathaway's over five dozen owned entities performed extremely well during the challenging second quarter (Q2). Total insurance earnings hit $3 billion, which was up from $1.9 billion in Q2 2021, while railroad BNSF saw its quarterly profit rise to $2.15 billion from $1.98 billion in the prior-year quarter. All told, Berkshire Hathaway's operating businesses increased their net income to $10 billion in Q2 2022 from $8.6 billion in the prior-year period.Sure, Warren Buffett oversaw a nearly $44 billion \"loss\" in the second quarter. However, his company is as strong as it's ever been.","news_type":1,"symbols_score_info":{"ORCL":0.9,"BRK.B":0.9,"BRK.A":1}},"isVote":1,"tweetType":1,"viewCount":2680,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9907347087,"gmtCreate":1660148159152,"gmtModify":1703478425010,"author":{"id":"3582520228861009","authorId":"3582520228861009","name":"CPCat","avatar":"https://static.tigerbbs.com/3bafaf3d39abfb78a4bedf785310721a","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3582520228861009","idStr":"3582520228861009"},"themes":[],"htmlText":"The 30% y-o-y projected growth is good, if it happens...","listText":"The 30% y-o-y projected growth is good, if it happens...","text":"The 30% y-o-y projected growth is good, if it happens...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9907347087","repostId":"1126896125","repostType":4,"repost":{"id":"1126896125","kind":"news","pubTimestamp":1660141824,"share":"https://ttm.financial/m/news/1126896125?lang=en_US&edition=fundamental","pubTime":"2022-08-10 22:30","market":"us","language":"en","title":"Palantir: Taking Over The World","url":"https://stock-news.laohu8.com/highlight/detail?id=1126896125","media":"Seeking Alpha","summary":"SummaryInvestors probably shouldn't count pennies regarding Palantir and its earnings results.Instea","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Investors probably shouldn&#39;t count pennies regarding Palantir and its earnings results.</li><li>Instead, we should focus on the big picture and consider that Palantir expanded its commercial customer count in the U.S. by 250% YoY.</li><li>Palantir is a dominant, monopolistic style company with significant competitive advantages, an extremely long growth runway, and excellent profitability potential.</li><li>As the company continues to expand operations, grow revenues, and improve profitability, its share price should appreciate considerably in the coming years.</li></ul><p>Palantir Technologies Inc. (NYSE:PLTR) is taking over the world, and you&#39;re worried about one earnings announcement? Instead of posting a small profit of three cents per share, Palantir reported a loss of one cent per share. Many investors did not take the news well, and Palantir ended Monday&#39;s session down by about 14%. Additionally, Palantir dropped by another 8% by late Tuesday&#39;s session.</p><p><img src=\"https://static.tigerbbs.com/577c4de0e0341969c2876744fe70f1e8\" tg-width=\"640\" tg-height=\"676\" referrerpolicy=\"no-referrer\"/></p><p>PLTR(StockCharts.com)</p><p>Moreover, Palantir&#39;s stock is still down by about 80% from its ATH, floating around its IPO price from almost two years ago. However, Palantir is a high-growth company with a highly long growth runway. Furthermore, Palantir demonstrates substantial profitability potential and should become increasingly profitable with time. Also, as a Palantir investor, I am more focused on the 250% YoY increase in the U.S. commercial customer count rather than the one-cent loss.</p><p>Palantir is a rapidly growing monopolistic-style company that has the potential to take over the world. No, not literally, but Palantir&#39;s software products and services are being adopted by more and more agencies and companies in the U.S. and globally. Therefore, Palantir should continue expanding operations, growing revenues, and increasing profits as the company advances. This dynamic should lead to increased demand for the company&#39;s shares, and Palantir&#39;s stock price should appreciate considerably in the coming years.</p><p>Palantir is a monopolistic, high-growth company with a remarkably long growth runway and massive profitability potential. Moreover, Palantir has a significant competitive advantage - the U.S. government. U.S. government agencies prefer Palantir, and for a good reason. Before Palantir&#39;s solutions, agency databases were &#34;siloed,&#34; forcing users to search specific databases individually. Now, everything is linked together using Palantir. For example, thanks to Palantir, the FBI can access critical data from a police department without going through miles of red tape.</p><p>There is some mystery about what Palantir does and what makes the company unique. In essence, Palantir&#39;s software combines various operational elements, making them work seamlessly and safely. Palantir could also be viewed as the master of data, and critical information, a remarkably profitable business in this age. Many market participants are too busy &#34;counting pennies&#34; rather than concentrating on the future.</p><p>I&#39;ve said that Palantir does not need to be profitable now because specific companies (like Palantir) can increase profitability when their growth potential begins running out. For now, it does not matter if Palantir makes a modest profit or reports a slight loss in the greater scheme of things. It is enough that Palantir demonstrates the potential for significant profitability down the line. For now, Palantir should continue focusing on growing customer count, increasing revenues, hiring and retaining top talent, and providing the best products and services in its industry.</p><p>Furthermore, Palantir has worked closely with numerous government agencies for years, adding to the perception that Palantir is the most trustworthy company in its space. Thus, we see the continuous growth and increased interest in Palantir&#39;s solutions from commercial clients. Around this time last year, Palantir only had 39 corporate clients in the U.S.; now, that number is 119. In addition, Palantir&#39;s products are very sticky and have high switching costs. Therefore, once on Palantir&#39;s software, a company should become a long-term consumer of Palantir&#39;s products and services.</p><p><b>Q2 - Better Than The Initial Reaction</b></p><p><img src=\"https://static.tigerbbs.com/0e72499fcab454a0ee054156978ddb2c\" tg-width=\"640\" tg-height=\"728\" referrerpolicy=\"no-referrer\"/></p><p>Statement of operations(Investors.palantir.com)</p><p>We continue seeing robust revenue growth while the cost of revenue declines. YoY revenues jumped by 26%, but the cost of revenue increased by only 12%. Gross profit came in at $370.8 million, surging by 30% YoY. Therefore, we see Palantir becoming increasingly profitable with scale. This trend of higher profitability is constructive and should continue, becoming more pronounced as the company continues expanding operations and revenues in future years.</p><p>Additionally, we see a positive trend of lower operating expenses. Sales and marketing grew slightly, R&amp;D declined, and SG&amp;A expenses were roughly flat YoY. In general, operating costs fell by 4% YoY. Additionally, stock-based compensation continues declining, dropping by more than 30%YoY. The adjusted operating margin came in at 23%. The adjusted gross margin came in at approximately 80.8% for the quarter, demonstrating remarkable profitability and massive earnings potential.</p><p><b>Q2 - Remarkable Highlights</b><img src=\"https://static.tigerbbs.com/ba28d5bb7d058c85b3d9b0b35cd2f2cd\" tg-width=\"640\" tg-height=\"361\" referrerpolicy=\"no-referrer\"/></p><p>Q2 highlights(Investors.palantir.com)</p><p>We saw robust YoY revenue growth, with an ever higher 45% growth rate in the U.S. Palantir&#39;s commercial business is performing excellently, growing revenues by 46%, with outperformance in the U.S., increasing revenues by a whopping 120% in that crucial market. Moreover, the U.S. commercial customer count exploded by 250% YoY, illustrating incredible demand for Palantir&#39;s products and services and implying significant future growth and widespread adoption for Palantir.</p><p><b>Palantir Could Achieve Widespread Adoption</b></p><p>Karp, Palantir&#39;s CEO, said that Palantir remains focused on the long term, and so should you if you&#39;re a Palantir shareholder.</p><blockquote>&#34;We are working towards a future where all large institutions in the United States and its allies abroad are running significant segments of their operations, if not their operations as a whole, on Palantir.&#34; - Alex Karp.</blockquote><p>We must consider that Palantir is in the very early stages of its operations, growth, and profitability. Yet, the company offers the top products and services in its space. If it did not, Palantir probably wouldn&#39;t be the contractor of choice for the U.S. government, including the DOD, CIA, NSA, and other intelligence agencies. Moreover, Palantir probably wouldn&#39;t be seeing such spectacular growth in the corporate space if its competitors had the upper hand. Furthermore, we see that Palantir has significant competitive advantages. Thus, we can conclude that Palantir could achieve widespread adoption in the corporate world. Suppose Alex Karp is right and large government, civil, and corporate institutions of the U.S. and its allies run significant portions of their operations on Palantir. In that case, the sky is the limit, and Palantir&#39;s stock price should advance significantly in the coming years.</p><p>Here&#39;s what Palantir&#39;s financials could look like in the future:</p><table><tbody><tr><td><b>Year</b></td><td><b>2022</b></td><td><b>2023</b></td><td><b>2024</b></td><td><b>2025</b></td><td><b>2026</b></td><td><b>2027</b></td></tr><tr><td>Revenue $</td><td>2b</td><td>2.6b</td><td>3.4b</td><td>4.4b</td><td>5.7b</td><td>7.3b</td></tr><tr><td>Revenue growth</td><td>30%</td><td>30%</td><td>30%</td><td>30%</td><td>28%</td><td>25%</td></tr><tr><td>Forward P/S ratio</td><td>7</td><td>8</td><td>9</td><td>9</td><td>8</td><td>8</td></tr><tr><td>Price</td><td>$9</td><td>$14</td><td>$21</td><td>$27</td><td>$32</td><td>$40</td></tr></tbody></table><p>Source: The Financial Prophet</p><p>Palantir is trading around seven times forward sales estimates, and the P/S multiple could expand as the company advances. Palantir has a log growth runway, and the company&#39;s revenue growth could be around 30% in the coming years. In comparison, Nvidia (NVDA) has slower growth projections, and the stock trades at about 14 times next year&#39;s sales estimates. Valuations of ten times sales and higher are widespread in the hardware and software industries.</p><p>Even Microsoft (MSFT), a mature software company, trades at approximately nine times forward sales, more expensive than Palantir. Therefore, we see that Palantir is relatively cheap and could experience multiple expansion as the company advances in future years. Thus, as Palantir continues increasing revenues and improving profitability, its stock could reach the $40 - 50 range within several years.</p><p><b>Risks To Palantir</b></p><p>Despite my bullish outlook for Palantir, market participants should consider several potential risks associated with this investment. While the growth story is strong at Palantir, shares are not cheap by traditional metrics. Furthermore, the company&#39;s earnings are still minimal and may not increase as much as I envision. Moreover, if the company&#39;s growth picture were to turn less bullish, the stock could head in the wrong direction. For instance, if Palantir lost favor with the government or had a data breach, the stock could experience a notable decline. Please consider these and other risks carefully before investing in Palantir.</p><p><b>Are You Getting The Returns You Want?</b></p><ul><li>Invest alongside the <b>Financial Prophet&#39;sAll-Weather Portfolio</b>(<b>2021 return 51%</b>), and achieve optimal results in any market.</li><li>Our <b>Daily Prophet Report</b> provides the crucial information you need before the opening bell rings each morning.</li><li>Implement our <b>Covered Call Dividend Plan</b>and<b>earn an extra 40-60%</b> on some of your investments.</li></ul><p><b>All-Weather Portfolio vs. The S&amp;P 500</b><img src=\"https://static.tigerbbs.com/2619c482b97b7e0b94fce0a7c81b09db\" tg-width=\"550\" tg-height=\"183\" referrerpolicy=\"no-referrer\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir: Taking Over The World</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\">\nPalantir: Taking Over The World\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-10 22:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4532201-palantir-taking-over-the-world><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryInvestors probably shouldn't count pennies regarding Palantir and its earnings results.Instead, we should focus on the big picture and consider that Palantir expanded its commercial customer ...</p>\n\n<a href=\"https://seekingalpha.com/article/4532201-palantir-taking-over-the-world\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4532201-palantir-taking-over-the-world","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126896125","content_text":"SummaryInvestors probably shouldn't count pennies regarding Palantir and its earnings results.Instead, we should focus on the big picture and consider that Palantir expanded its commercial customer count in the U.S. by 250% YoY.Palantir is a dominant, monopolistic style company with significant competitive advantages, an extremely long growth runway, and excellent profitability potential.As the company continues to expand operations, grow revenues, and improve profitability, its share price should appreciate considerably in the coming years.Palantir Technologies Inc. (NYSE:PLTR) is taking over the world, and you're worried about one earnings announcement? Instead of posting a small profit of three cents per share, Palantir reported a loss of one cent per share. Many investors did not take the news well, and Palantir ended Monday's session down by about 14%. Additionally, Palantir dropped by another 8% by late Tuesday's session.PLTR(StockCharts.com)Moreover, Palantir's stock is still down by about 80% from its ATH, floating around its IPO price from almost two years ago. However, Palantir is a high-growth company with a highly long growth runway. Furthermore, Palantir demonstrates substantial profitability potential and should become increasingly profitable with time. Also, as a Palantir investor, I am more focused on the 250% YoY increase in the U.S. commercial customer count rather than the one-cent loss.Palantir is a rapidly growing monopolistic-style company that has the potential to take over the world. No, not literally, but Palantir's software products and services are being adopted by more and more agencies and companies in the U.S. and globally. Therefore, Palantir should continue expanding operations, growing revenues, and increasing profits as the company advances. This dynamic should lead to increased demand for the company's shares, and Palantir's stock price should appreciate considerably in the coming years.Palantir is a monopolistic, high-growth company with a remarkably long growth runway and massive profitability potential. Moreover, Palantir has a significant competitive advantage - the U.S. government. U.S. government agencies prefer Palantir, and for a good reason. Before Palantir's solutions, agency databases were \"siloed,\" forcing users to search specific databases individually. Now, everything is linked together using Palantir. For example, thanks to Palantir, the FBI can access critical data from a police department without going through miles of red tape.There is some mystery about what Palantir does and what makes the company unique. In essence, Palantir's software combines various operational elements, making them work seamlessly and safely. Palantir could also be viewed as the master of data, and critical information, a remarkably profitable business in this age. Many market participants are too busy \"counting pennies\" rather than concentrating on the future.I've said that Palantir does not need to be profitable now because specific companies (like Palantir) can increase profitability when their growth potential begins running out. For now, it does not matter if Palantir makes a modest profit or reports a slight loss in the greater scheme of things. It is enough that Palantir demonstrates the potential for significant profitability down the line. For now, Palantir should continue focusing on growing customer count, increasing revenues, hiring and retaining top talent, and providing the best products and services in its industry.Furthermore, Palantir has worked closely with numerous government agencies for years, adding to the perception that Palantir is the most trustworthy company in its space. Thus, we see the continuous growth and increased interest in Palantir's solutions from commercial clients. Around this time last year, Palantir only had 39 corporate clients in the U.S.; now, that number is 119. In addition, Palantir's products are very sticky and have high switching costs. Therefore, once on Palantir's software, a company should become a long-term consumer of Palantir's products and services.Q2 - Better Than The Initial ReactionStatement of operations(Investors.palantir.com)We continue seeing robust revenue growth while the cost of revenue declines. YoY revenues jumped by 26%, but the cost of revenue increased by only 12%. Gross profit came in at $370.8 million, surging by 30% YoY. Therefore, we see Palantir becoming increasingly profitable with scale. This trend of higher profitability is constructive and should continue, becoming more pronounced as the company continues expanding operations and revenues in future years.Additionally, we see a positive trend of lower operating expenses. Sales and marketing grew slightly, R&D declined, and SG&A expenses were roughly flat YoY. In general, operating costs fell by 4% YoY. Additionally, stock-based compensation continues declining, dropping by more than 30%YoY. The adjusted operating margin came in at 23%. The adjusted gross margin came in at approximately 80.8% for the quarter, demonstrating remarkable profitability and massive earnings potential.Q2 - Remarkable HighlightsQ2 highlights(Investors.palantir.com)We saw robust YoY revenue growth, with an ever higher 45% growth rate in the U.S. Palantir's commercial business is performing excellently, growing revenues by 46%, with outperformance in the U.S., increasing revenues by a whopping 120% in that crucial market. Moreover, the U.S. commercial customer count exploded by 250% YoY, illustrating incredible demand for Palantir's products and services and implying significant future growth and widespread adoption for Palantir.Palantir Could Achieve Widespread AdoptionKarp, Palantir's CEO, said that Palantir remains focused on the long term, and so should you if you're a Palantir shareholder.\"We are working towards a future where all large institutions in the United States and its allies abroad are running significant segments of their operations, if not their operations as a whole, on Palantir.\" - Alex Karp.We must consider that Palantir is in the very early stages of its operations, growth, and profitability. Yet, the company offers the top products and services in its space. If it did not, Palantir probably wouldn't be the contractor of choice for the U.S. government, including the DOD, CIA, NSA, and other intelligence agencies. Moreover, Palantir probably wouldn't be seeing such spectacular growth in the corporate space if its competitors had the upper hand. Furthermore, we see that Palantir has significant competitive advantages. Thus, we can conclude that Palantir could achieve widespread adoption in the corporate world. Suppose Alex Karp is right and large government, civil, and corporate institutions of the U.S. and its allies run significant portions of their operations on Palantir. In that case, the sky is the limit, and Palantir's stock price should advance significantly in the coming years.Here's what Palantir's financials could look like in the future:Year202220232024202520262027Revenue $2b2.6b3.4b4.4b5.7b7.3bRevenue growth30%30%30%30%28%25%Forward P/S ratio789988Price$9$14$21$27$32$40Source: The Financial ProphetPalantir is trading around seven times forward sales estimates, and the P/S multiple could expand as the company advances. Palantir has a log growth runway, and the company's revenue growth could be around 30% in the coming years. In comparison, Nvidia (NVDA) has slower growth projections, and the stock trades at about 14 times next year's sales estimates. Valuations of ten times sales and higher are widespread in the hardware and software industries.Even Microsoft (MSFT), a mature software company, trades at approximately nine times forward sales, more expensive than Palantir. Therefore, we see that Palantir is relatively cheap and could experience multiple expansion as the company advances in future years. Thus, as Palantir continues increasing revenues and improving profitability, its stock could reach the $40 - 50 range within several years.Risks To PalantirDespite my bullish outlook for Palantir, market participants should consider several potential risks associated with this investment. While the growth story is strong at Palantir, shares are not cheap by traditional metrics. Furthermore, the company's earnings are still minimal and may not increase as much as I envision. Moreover, if the company's growth picture were to turn less bullish, the stock could head in the wrong direction. For instance, if Palantir lost favor with the government or had a data breach, the stock could experience a notable decline. Please consider these and other risks carefully before investing in Palantir.Are You Getting The Returns You Want?Invest alongside the Financial Prophet'sAll-Weather Portfolio(2021 return 51%), and achieve optimal results in any market.Our Daily Prophet Report provides the crucial information you need before the opening bell rings each morning.Implement our Covered Call Dividend Planandearn an extra 40-60% on some of your investments.All-Weather Portfolio vs. The S&P 500","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":3405,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9904658292,"gmtCreate":1660041338120,"gmtModify":1703477255122,"author":{"id":"3582520228861009","authorId":"3582520228861009","name":"CPCat","avatar":"https://static.tigerbbs.com/3bafaf3d39abfb78a4bedf785310721a","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3582520228861009","idStr":"3582520228861009"},"themes":[],"htmlText":"Good learning on how to profit from a \"flat\" stock.","listText":"Good learning on how to profit from a \"flat\" stock.","text":"Good learning on how to profit from a \"flat\" stock.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9904658292","repostId":"1164287903","repostType":4,"repost":{"id":"1164287903","kind":"news","pubTimestamp":1660027382,"share":"https://ttm.financial/m/news/1164287903?lang=en_US&edition=fundamental","pubTime":"2022-08-09 14:43","market":"us","language":"en","title":"Options Strategies: Covered Calls & Covered Puts","url":"https://stock-news.laohu8.com/highlight/detail?id=1164287903","media":"Charles Schwab","summary":"Learn the basics of covered calls and covered puts, and when to use them to manage your risks when t","content":"<html><head></head><body><p>Learn the basics of covered calls and covered puts, and when to use them to manage your risks when trading options.</p><p><img src=\"https://static.tigerbbs.com/b8240e7962b3573d641d159391f78566\" tg-width=\"900\" tg-height=\"600\" referrerpolicy=\"no-referrer\"/></p><p>When employed correctly, covered calls and covered puts can help manage risk by potentially increasing profits and reducing losses simultaneously. Let&#39;s discuss how.</p><p><b>What is a covered call?</b></p><p>A covered call is when you <b>sell</b> <i>someone else</i> the right to purchase shares of a stock that <i>you already own</i> (hence &#34;covered&#34;), at a specified price (strike price), at any time on or before a specified date (expiration date). The payment you receive in exchange is called a premium, which you keep regardless of whether the call is exercised.</p><p>As a result, covered calls can help generate income in a flat or mildly uptrending market. If the price of the underlying stock rises above the call option&#39;s strike price, the covered call buyer can exercise their right to purchase the stock, and you would relinquish any gains on the underlying stock above the strike price. However, the premium you received offsets some of the risk of foregone profits—as well as some of the risk of a small decline.</p><p>In fact, the best-case-scenario for this strategy would be the stock price rising slightly, giving you both a modest gain from stock price appreciation and some premium income from the call.</p><p><b>When do you use a covered call?</b></p><p>Investors typically write covered calls when they have a neutral to slightly bullish sentiment on the underlying stock. In many cases, the best time to sell covered calls is either at the same time you establish a long equity position (known as a &#34;buy/write&#34;), or once the equity position has already begun to move in your favor.</p><p>When establishing a covered call position, most investors sell options with a strike price that is at-the-money (or ATM, meaning the option’s strike price is the same as the stock&#39;s current market price) or slightly out-of-the-money (or OTM, meaning the strike price is above the stock’s current market price). If you write an OTM or ATM covered call and the stock remains flat or declines in value, you’re hoping the option eventually expire worthless, and you get to keep the premium you received without further obligation.</p><p>If the stock price rises above the option&#39;s strike price, it’s likely your stock will be called away (assigned) at the strike price, either prior to or at expiration. This is usually a good thing. If you sold ATM or OTM calls, the trade will generally be profitable. In fact, your profit will usually exceed what you would have earned if you had simply bought the stock and then sold it at the appreciated price, as you would receive both the proceeds from the sale of the stock at the strike price and the option premium.</p><p>That said, if the stock rises significantly, leaving the options deep in-the-money (or ITM, meaning the stock&#39;s market price is above the option’s strike price), the stock investment on its own would have been better.</p><p>Here&#39;s a hypothetical example of a covered call trade. Let&#39;s assume you:</p><ul><li>Buy 1,000 shares of XYZ stock @ $72 per share</li><li>Sell 10 XYZ Apr 75 calls @ $2.00 (Note that each standard call or put generally represents 100 shares of the underlying stock, thus, the 1,000 shares &#34;cover&#34; the 10 calls sold).</li></ul><p>The two points provided by the covered call create some immediate downside protection because you wouldn&#39;t experience a loss on the position unless the stock you bought for $72 a share dropped below $70. Another way to think of it is that even if the stock price dropped to zero, you would still have $2,000 from the 10 covered calls you sold (that is: $2 x 10 covered calls x the option multiplier of 100).</p><p>The trade-off is that you would effectively cap your potential profit if the share price rose significantly above the strike price. For this trade, that would mean a maximum profit of $5,000, representing the sum of your capital gain from the stock appreciating up to the $75 strike price and your premium from the covered call (that is: $3 x 1,000 shares of stock + $2 x 10 options contracts x 100 options multiplier). In that sense, this trade would make sense only if you thought it unlikely the price of XYZ would exceed $77 by the April expiration (representing the sum of your $72 purchase price and your max profit of $5,000). If XYZ did increase above $77, it would have been more profitable not to have written the covered call.</p><p>As you can see in the profit and loss chart below:</p><ul><li>The breakeven price is $70.</li><li>The profit is capped at $5,000 for all prices above $75.</li><li>Losses will be incurred below $70; down to zero.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c288f9964e4489d40f7cb103dd2e7238\" tg-width=\"700\" tg-height=\"378\" referrerpolicy=\"no-referrer\"/><span>Note: Chart depicts strategy at expiration.</span></p><p><b>What is a covered put?</b></p><p>Covered puts work essentially the same way as covered calls, except that you&#39;re writing an option against a short position, meaning a stock you&#39;ve borrowed and then sold on the open market. Whereas writing a covered call involves selling someone else the right to buy a stock you own, selling covered puts against a short equity position creates an obligation for you to buy the stock back at the strike price of the put option.</p><p>This strategy typically makes sense when you have a neutral to slightly bearish sentiment.</p><p>As with covered calls, you can sell covered puts either when you establish the position (called a &#34;sell/write&#34;), or once the short equity position has already begun to move in your favor.</p><p>Here&#39;s an example of a covered put trade. Let&#39;s assume you:</p><ul><li>Sell short 1000 shares of XYZ @ 72</li><li>Sell 10 XYZ Apr 70 puts @ 2</li></ul><p>In the chart below, you&#39;ll see that:</p><ul><li>The breakeven price is $74.</li><li>The profit is capped at $4,000 for all prices below 70, i.e.: $2 x 1,000 [shares of stock] + $2 x 10 [options contracts] x 100 [options multiplier]</li><li>Losses will be incurred above $74.</li></ul><p>You would want to employ this strategy only if you thought the price of XYZ wouldn&#39;t fall below $70 by the April expiration. If XYZ did fall below $70, the short stock trade alone would be more profitable. Losses are potentially unlimited if the stock price continued to increase, but they would always be $2,000 less than the stock trade alone.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/79dcc9c0e2f28eb658cca60354cd5a74\" tg-width=\"700\" tg-height=\"373\" referrerpolicy=\"no-referrer\"/><span>Note: Chart depicts strategy at expiration.</span></p><p><b>Risk managed, not eliminated</b></p><p>While covered calls and covered puts can reduce risk somewhat, they cannot eliminate it entirely. With that in mind, here are a few cautionary points about these strategies:</p><ul><li><b>Profits.</b> Covered options usually limit your profit potential if a stock moves substantially in your favor. Anytime you sell a covered option, you have established a minimum buying price (covered put) or maximum selling price (covered call) for your stock. Any stock movement beyond that established price creates no additional profit for you.</li><li><b>Losses.</b> Losses are reduced only by the amount of premium you received on the initial sale of the option. In addition, it’s rarely a good idea to sell a covered option if your stock position has already moved significantly against you. Doing so could cause you to establish a closing price that ensures a loss. So, before you sell, ask yourself, &#34;Would I be happy if I had to close out my stock position at the strike price on this option?&#34; If you can answer &#34;yes,&#34; you’ll probably be okay.</li><li><b>Holding until expiration.</b> While our examples assume that you hold the covered position until expiration, you can usually close out a covered option at any time by buying it to close at the current market price. Regardless of whether the equity part of your strategy is profitable, waiting until expiration will maximize your return on an out-of-the-money option; however, you are not required to do so.</li><li><b>Assignment.</b> A significant change in the price of the underlying stock prior to expiration could result in an early assignment, and if your short option is in-the-money, you could be assigned at any time. Covered calls written against dividend paying stocks are especially vulnerable to early assignment.</li><li><b>Corporate events.</b> When companies merge, spin off, split, pay special dividends, etc., their options can become very complicated. </li></ul></body></html>","source":"lsy1660027232916","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>Options Strategies: Covered Calls & Covered Puts</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\">\nOptions Strategies: Covered Calls & Covered Puts\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-09 14:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.schwab.com/learn/story/options-strategies-covered-calls-covered-puts><strong>Charles Schwab</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Learn the basics of covered calls and covered puts, and when to use them to manage your risks when trading options.When employed correctly, covered calls and covered puts can help manage risk by ...</p>\n\n<a href=\"https://www.schwab.com/learn/story/options-strategies-covered-calls-covered-puts\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://www.schwab.com/learn/story/options-strategies-covered-calls-covered-puts","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164287903","content_text":"Learn the basics of covered calls and covered puts, and when to use them to manage your risks when trading options.When employed correctly, covered calls and covered puts can help manage risk by potentially increasing profits and reducing losses simultaneously. Let's discuss how.What is a covered call?A covered call is when you sell someone else the right to purchase shares of a stock that you already own (hence \"covered\"), at a specified price (strike price), at any time on or before a specified date (expiration date). The payment you receive in exchange is called a premium, which you keep regardless of whether the call is exercised.As a result, covered calls can help generate income in a flat or mildly uptrending market. If the price of the underlying stock rises above the call option's strike price, the covered call buyer can exercise their right to purchase the stock, and you would relinquish any gains on the underlying stock above the strike price. However, the premium you received offsets some of the risk of foregone profits—as well as some of the risk of a small decline.In fact, the best-case-scenario for this strategy would be the stock price rising slightly, giving you both a modest gain from stock price appreciation and some premium income from the call.When do you use a covered call?Investors typically write covered calls when they have a neutral to slightly bullish sentiment on the underlying stock. In many cases, the best time to sell covered calls is either at the same time you establish a long equity position (known as a \"buy/write\"), or once the equity position has already begun to move in your favor.When establishing a covered call position, most investors sell options with a strike price that is at-the-money (or ATM, meaning the option’s strike price is the same as the stock's current market price) or slightly out-of-the-money (or OTM, meaning the strike price is above the stock’s current market price). If you write an OTM or ATM covered call and the stock remains flat or declines in value, you’re hoping the option eventually expire worthless, and you get to keep the premium you received without further obligation.If the stock price rises above the option's strike price, it’s likely your stock will be called away (assigned) at the strike price, either prior to or at expiration. This is usually a good thing. If you sold ATM or OTM calls, the trade will generally be profitable. In fact, your profit will usually exceed what you would have earned if you had simply bought the stock and then sold it at the appreciated price, as you would receive both the proceeds from the sale of the stock at the strike price and the option premium.That said, if the stock rises significantly, leaving the options deep in-the-money (or ITM, meaning the stock's market price is above the option’s strike price), the stock investment on its own would have been better.Here's a hypothetical example of a covered call trade. Let's assume you:Buy 1,000 shares of XYZ stock @ $72 per shareSell 10 XYZ Apr 75 calls @ $2.00 (Note that each standard call or put generally represents 100 shares of the underlying stock, thus, the 1,000 shares \"cover\" the 10 calls sold).The two points provided by the covered call create some immediate downside protection because you wouldn't experience a loss on the position unless the stock you bought for $72 a share dropped below $70. Another way to think of it is that even if the stock price dropped to zero, you would still have $2,000 from the 10 covered calls you sold (that is: $2 x 10 covered calls x the option multiplier of 100).The trade-off is that you would effectively cap your potential profit if the share price rose significantly above the strike price. For this trade, that would mean a maximum profit of $5,000, representing the sum of your capital gain from the stock appreciating up to the $75 strike price and your premium from the covered call (that is: $3 x 1,000 shares of stock + $2 x 10 options contracts x 100 options multiplier). In that sense, this trade would make sense only if you thought it unlikely the price of XYZ would exceed $77 by the April expiration (representing the sum of your $72 purchase price and your max profit of $5,000). If XYZ did increase above $77, it would have been more profitable not to have written the covered call.As you can see in the profit and loss chart below:The breakeven price is $70.The profit is capped at $5,000 for all prices above $75.Losses will be incurred below $70; down to zero.Note: Chart depicts strategy at expiration.What is a covered put?Covered puts work essentially the same way as covered calls, except that you're writing an option against a short position, meaning a stock you've borrowed and then sold on the open market. Whereas writing a covered call involves selling someone else the right to buy a stock you own, selling covered puts against a short equity position creates an obligation for you to buy the stock back at the strike price of the put option.This strategy typically makes sense when you have a neutral to slightly bearish sentiment.As with covered calls, you can sell covered puts either when you establish the position (called a \"sell/write\"), or once the short equity position has already begun to move in your favor.Here's an example of a covered put trade. Let's assume you:Sell short 1000 shares of XYZ @ 72Sell 10 XYZ Apr 70 puts @ 2In the chart below, you'll see that:The breakeven price is $74.The profit is capped at $4,000 for all prices below 70, i.e.: $2 x 1,000 [shares of stock] + $2 x 10 [options contracts] x 100 [options multiplier]Losses will be incurred above $74.You would want to employ this strategy only if you thought the price of XYZ wouldn't fall below $70 by the April expiration. If XYZ did fall below $70, the short stock trade alone would be more profitable. Losses are potentially unlimited if the stock price continued to increase, but they would always be $2,000 less than the stock trade alone.Note: Chart depicts strategy at expiration.Risk managed, not eliminatedWhile covered calls and covered puts can reduce risk somewhat, they cannot eliminate it entirely. With that in mind, here are a few cautionary points about these strategies:Profits. Covered options usually limit your profit potential if a stock moves substantially in your favor. Anytime you sell a covered option, you have established a minimum buying price (covered put) or maximum selling price (covered call) for your stock. Any stock movement beyond that established price creates no additional profit for you.Losses. Losses are reduced only by the amount of premium you received on the initial sale of the option. In addition, it’s rarely a good idea to sell a covered option if your stock position has already moved significantly against you. Doing so could cause you to establish a closing price that ensures a loss. So, before you sell, ask yourself, \"Would I be happy if I had to close out my stock position at the strike price on this option?\" If you can answer \"yes,\" you’ll probably be okay.Holding until expiration. While our examples assume that you hold the covered position until expiration, you can usually close out a covered option at any time by buying it to close at the current market price. Regardless of whether the equity part of your strategy is profitable, waiting until expiration will maximize your return on an out-of-the-money option; however, you are not required to do so.Assignment. A significant change in the price of the underlying stock prior to expiration could result in an early assignment, and if your short option is in-the-money, you could be assigned at any time. Covered calls written against dividend paying stocks are especially vulnerable to early assignment.Corporate events. When companies merge, spin off, split, pay special dividends, etc., their options can become very complicated.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":2472,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9901885292,"gmtCreate":1659161085416,"gmtModify":1676536267574,"author":{"id":"3582520228861009","authorId":"3582520228861009","name":"CPCat","avatar":"https://static.tigerbbs.com/3bafaf3d39abfb78a4bedf785310721a","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3582520228861009","idStr":"3582520228861009"},"themes":[],"htmlText":"Hope that H2 will really recover.","listText":"Hope that H2 will really recover.","text":"Hope that H2 will really recover.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9901885292","repostId":"1167462110","repostType":4,"isVote":1,"tweetType":1,"viewCount":2763,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9071630981,"gmtCreate":1657517070444,"gmtModify":1676536018969,"author":{"id":"3582520228861009","authorId":"3582520228861009","name":"CPCat","avatar":"https://static.tigerbbs.com/3bafaf3d39abfb78a4bedf785310721a","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3582520228861009","idStr":"3582520228861009"},"themes":[],"htmlText":"Hope there won't be another prolonged lock down...","listText":"Hope there won't be another prolonged lock down...","text":"Hope there won't be another prolonged lock down...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9071630981","repostId":"1152771990","repostType":2,"repost":{"id":"1152771990","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1657516312,"share":"https://ttm.financial/m/news/1152771990?lang=en_US&edition=fundamental","pubTime":"2022-07-11 13:11","market":"hk","language":"en","title":"Alibaba Falls 6%, Nio Sheds 4%: What's Weighing On Hong Kong Stocks Today","url":"https://stock-news.laohu8.com/highlight/detail?id=1152771990","media":"Benzinga","summary":"Shares of U.S.-listed Chinese companies were trading lower in Hong Kong on Monday, with major tech s","content":"<html><head></head><body><p>Shares of U.S.-listed Chinese companies were trading lower in Hong Kong on Monday, with major tech stocks like <b>Alibaba Group Holdings</b>,<b>Tencent </b>,<b>Baidu</b>, and <b>JD.com Inc</b> slipping between 3% and 6%.</p><p><img src=\"https://static.tigerbbs.com/2ec73d8f6c17e6c8d9b3b401c2315726\" tg-width=\"406\" tg-height=\"722\" referrerpolicy=\"no-referrer\"/></p><p>In the electric vehicle segment, <b>Xpeng Inc</b>,<b>Li Auto Inc</b>, and <b>Nio Inc</b> cracked more than 4% during the afternoon hours.</p><p>Shares of these Chinese companies ended mixed on U.S. bourses on Friday.</p><p><b>Global Markets Recap:</b> At press time, the benchmark Hang Seng Index traded 2.84% lower, following cues from Asian peers.</p><p>Elsewhere, Shanghai&#39;s <b>SSE Composite Index</b> was down 1.36%, Australia’s <b>ASX 200</b> shed 0.94%, while Japan’s <b>Nikkei 225</b> was a percent higher.</p><p><b>Macro Factors:</b>  Shanghai health officials said on Sunday said the city reported its first case from a new Omicron subvariant, triggering new rounds of mass testing and targeted lockdowns.</p><p>Meanwhile, all commercial and industrial businesses in Macau will be shut for at least a week from Monday as the authorities of China&#39;s special administrative region race to curb the surge of COVID-19 infections in the world&#39;s biggest gambling hub, Reuters reported.</p><p>According to SCMP, <b>Sean Darby</b>, global equity strategist at <b>Jefferies</b>, in a note published on Monday, said, “China is still a long way from a genuine recovery.”</p><p>“In contrast to the rest of the world, the Chinese consumer is not rebelling against the high cost of living but the inconvenience of the social restrictions and testing when Covid infections burst.”</p><p><b>Company In News:</b> China’s <b>State Administration for Market Regulation</b> (SAMR) on Sunday imposed fines on technology giants Alibaba and Tencent alongside other firms for failing to comply with anti-monopoly rules on the disclosure of transactions. The Chinese market regulator released a list of 28 deals that violated the rules.</p><p>During its second annual Power Day event, China-based EV maker Nio provided a peek into its future development plans for charging and battery technology. The company unveiled the 500 kW ultra-fast charging piles to compete with foreign peers like <b>Tesla Inc</b>, Electrekreported.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba Falls 6%, Nio Sheds 4%: What's Weighing On Hong Kong Stocks Today</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba Falls 6%, Nio Sheds 4%: What's Weighing On Hong Kong Stocks Today\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2022-07-11 13:11</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Shares of U.S.-listed Chinese companies were trading lower in Hong Kong on Monday, with major tech stocks like <b>Alibaba Group Holdings</b>,<b>Tencent </b>,<b>Baidu</b>, and <b>JD.com Inc</b> slipping between 3% and 6%.</p><p><img src=\"https://static.tigerbbs.com/2ec73d8f6c17e6c8d9b3b401c2315726\" tg-width=\"406\" tg-height=\"722\" referrerpolicy=\"no-referrer\"/></p><p>In the electric vehicle segment, <b>Xpeng Inc</b>,<b>Li Auto Inc</b>, and <b>Nio Inc</b> cracked more than 4% during the afternoon hours.</p><p>Shares of these Chinese companies ended mixed on U.S. bourses on Friday.</p><p><b>Global Markets Recap:</b> At press time, the benchmark Hang Seng Index traded 2.84% lower, following cues from Asian peers.</p><p>Elsewhere, Shanghai&#39;s <b>SSE Composite Index</b> was down 1.36%, Australia’s <b>ASX 200</b> shed 0.94%, while Japan’s <b>Nikkei 225</b> was a percent higher.</p><p><b>Macro Factors:</b>  Shanghai health officials said on Sunday said the city reported its first case from a new Omicron subvariant, triggering new rounds of mass testing and targeted lockdowns.</p><p>Meanwhile, all commercial and industrial businesses in Macau will be shut for at least a week from Monday as the authorities of China&#39;s special administrative region race to curb the surge of COVID-19 infections in the world&#39;s biggest gambling hub, Reuters reported.</p><p>According to SCMP, <b>Sean Darby</b>, global equity strategist at <b>Jefferies</b>, in a note published on Monday, said, “China is still a long way from a genuine recovery.”</p><p>“In contrast to the rest of the world, the Chinese consumer is not rebelling against the high cost of living but the inconvenience of the social restrictions and testing when Covid infections burst.”</p><p><b>Company In News:</b> China’s <b>State Administration for Market Regulation</b> (SAMR) on Sunday imposed fines on technology giants Alibaba and Tencent alongside other firms for failing to comply with anti-monopoly rules on the disclosure of transactions. The Chinese market regulator released a list of 28 deals that violated the rules.</p><p>During its second annual Power Day event, China-based EV maker Nio provided a peek into its future development plans for charging and battery technology. The company unveiled the 500 kW ultra-fast charging piles to compete with foreign peers like <b>Tesla Inc</b>, Electrekreported.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"00700":"腾讯控股","09988":"阿里巴巴-W","09618":"京东集团-SW","09868":"小鹏汽车-W","02015":"理想汽车-W","09866":"蔚来-SW"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152771990","content_text":"Shares of U.S.-listed Chinese companies were trading lower in Hong Kong on Monday, with major tech stocks like Alibaba Group Holdings,Tencent ,Baidu, and JD.com Inc slipping between 3% and 6%.In the electric vehicle segment, Xpeng Inc,Li Auto Inc, and Nio Inc cracked more than 4% during the afternoon hours.Shares of these Chinese companies ended mixed on U.S. bourses on Friday.Global Markets Recap: At press time, the benchmark Hang Seng Index traded 2.84% lower, following cues from Asian peers.Elsewhere, Shanghai's SSE Composite Index was down 1.36%, Australia’s ASX 200 shed 0.94%, while Japan’s Nikkei 225 was a percent higher.Macro Factors:  Shanghai health officials said on Sunday said the city reported its first case from a new Omicron subvariant, triggering new rounds of mass testing and targeted lockdowns.Meanwhile, all commercial and industrial businesses in Macau will be shut for at least a week from Monday as the authorities of China's special administrative region race to curb the surge of COVID-19 infections in the world's biggest gambling hub, Reuters reported.According to SCMP, Sean Darby, global equity strategist at Jefferies, in a note published on Monday, said, “China is still a long way from a genuine recovery.”“In contrast to the rest of the world, the Chinese consumer is not rebelling against the high cost of living but the inconvenience of the social restrictions and testing when Covid infections burst.”Company In News: China’s State Administration for Market Regulation (SAMR) on Sunday imposed fines on technology giants Alibaba and Tencent alongside other firms for failing to comply with anti-monopoly rules on the disclosure of transactions. The Chinese market regulator released a list of 28 deals that violated the rules.During its second annual Power Day event, China-based EV maker Nio provided a peek into its future development plans for charging and battery technology. The company unveiled the 500 kW ultra-fast charging piles to compete with foreign peers like Tesla Inc, Electrekreported.","news_type":1,"symbols_score_info":{"00700":0.9,"09866":0.9,"09618":0.9,"09868":0.9,"02015":0.9,"09988":0.9}},"isVote":1,"tweetType":1,"viewCount":3915,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9047455662,"gmtCreate":1656974526456,"gmtModify":1676535922806,"author":{"id":"3582520228861009","authorId":"3582520228861009","name":"CPCat","avatar":"https://static.tigerbbs.com/3bafaf3d39abfb78a4bedf785310721a","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3582520228861009","idStr":"3582520228861009"},"themes":[],"htmlText":"In this case, better yo buy BRK.B instead?","listText":"In this case, better yo buy BRK.B instead?","text":"In this case, better yo buy BRK.B instead?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9047455662","repostId":"1100209736","repostType":4,"repost":{"id":"1100209736","kind":"news","pubTimestamp":1656945280,"share":"https://ttm.financial/m/news/1100209736?lang=en_US&edition=fundamental","pubTime":"2022-07-04 22:34","market":"us","language":"en","title":"Why Buffett is Buying Occidental Petroleum Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=1100209736","media":"InvestorPlace","summary":"Berkshire Hathaway is executing a slow-motion takeover of Occidental Petroleum.Berkshire owns 16.4% ","content":"<div>\n<p>Berkshire Hathaway is executing a slow-motion takeover of Occidental Petroleum.Berkshire owns 16.4% of the common and could control one-third with warrants.Buffett likes undervalued assets, and OXY ...</p>\n\n<a href=\"https://investorplace.com/2022/07/why-buffett-is-buying-oxy-stock/\">Source Link</a>\n\n</div>\n","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Buffett is Buying Occidental Petroleum Stock</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\">\nWhy Buffett is Buying Occidental Petroleum Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-04 22:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/07/why-buffett-is-buying-oxy-stock/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Berkshire Hathaway is executing a slow-motion takeover of Occidental Petroleum.Berkshire owns 16.4% of the common and could control one-third with warrants.Buffett likes undervalued assets, and OXY ...</p>\n\n<a href=\"https://investorplace.com/2022/07/why-buffett-is-buying-oxy-stock/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"OXY":"西方石油"},"source_url":"https://investorplace.com/2022/07/why-buffett-is-buying-oxy-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100209736","content_text":"Berkshire Hathaway is executing a slow-motion takeover of Occidental Petroleum.Berkshire owns 16.4% of the common and could control one-third with warrants.Buffett likes undervalued assets, and OXY stock is undervalued.Spurred by purchases from Warren Buffett’s Berkshire Hathaway (NYSE:BRK-A), Occidental Petroleum (NYSE:OXY) emerged as a big winner in 2022, with OXY stock more than doubling in price.Occidental was founded in 1920 by Armand Hammer, whose 1996 biography called him a Soviet agent. Since Hammer’s death in 1990, Occidental has increasingly focused on domestic energy.Occidental was a major player in the 2010s’ fracking boom. It continued to grow despite the fracking bust, buying Anadarko Petroleum for what became $38 billion in debt, just before the Covid-19 pandemic.In 2020, it was on the verge of bankruptcy. But the company managed to survive, and by March of this year, Berkshire had scooped up more than 136 million shares. Berkshire continued to add to its position in the second quarter, which by the end of June had grown to a 16.4% stake.Buffett’s move on Occidental is mainly aimed at its debt. Debt that looks bad to you and me can look good to Berkshire. Here’s how.Control the DebtAs Kiplinger’s Dan Burrows points out, Berkshire owns $10 billion in preferred shares, which pay dividends of 8%, as well as 84 million warrants to buy more common stock, with a strike price of $59.62. When the warrants are included, Berkshire owns about one-third of the company. A Truist Securities analyst said Berkshire might buy all of Occidental if its credit rating improves.Occidental had nearly $26 billion in long-term debt at the end of March, but this was down 27% year over year. Yet, it still had $371 million in interest expenses during the first quarter.Occidental debt carries interest rates as high as 8.75%. But it has recently begun getting better prices, including 4.4% on a 25-year note.If Occidental debt becomes investment grade, its value will increase and debt service costs will drop. Berkshire could then roll over the debt at lower prices and Occidental could even raise its dividend, which is currently just 13 cents a share. Buffett likes dividends.Buffett’s Energy PlayOccidental is one of the largest producers of oil in the Permian Basin, with a maintenance hub in New Mexico. It also has interests in the Rocky Mountains and has done extensive work to lower its drilling costs, including building pipelines to drilling sites.This means it lines up well with Berkshire Hathaway Energy, which mostly consists of electric and natural gas utilities, but also owns wind farms and solar energy contracts. Occidental production would deliver these operations with stable prices during a time of uncertainty. With oil now priced at over $100 a barrel, that is important.Berkshire Hathaway announced last year that Berkshire Energy head Greg Abel will replace Buffett as its CEO when he eventually steps down.After Buffett leaves, Abel will emerge as America’s most powerful energy executive. His track record includes buying renewable energy, with big investments in power lines and other long-distance infrastructure. Berkshire utilities would be self-sufficient, using its own fuel and selling electricity at retail.The Bottom Line on OXY StockIn addition to the Occidental stake, Berkshire also holds a nearly $26 billion stake in Chevron (NYSE:CVX). Chevron is up 25% so far in 2022.Of course, nearly all energy stocks have risen this year in response to the Ukraine war. Permian producers EOG Resources (NYSE:EOG) and Pioneer Natural Resources (NYSE:PXD) are up 23%-24%. Exxon Mobil (NYSE:XOM) is up 43% thanks to its Permian production and refining capacity. But Occidental Petroleum’s gain tops them all, with OXY stock up 109% year to date.Buffett likes undervalued assets, and the run-up in oil, combined with its debt, made OXY stock undervalued. Buffett has always made his big money when markets are panicking. At age 91, he is proving capitalism works again.","news_type":1,"symbols_score_info":{"OXY":0.9}},"isVote":1,"tweetType":1,"viewCount":2735,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9042014562,"gmtCreate":1656402217856,"gmtModify":1676535821999,"author":{"id":"3582520228861009","authorId":"3582520228861009","name":"CPCat","avatar":"https://static.tigerbbs.com/3bafaf3d39abfb78a4bedf785310721a","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3582520228861009","idStr":"3582520228861009"},"themes":[],"htmlText":"Excellent article. Good learnings on how to employ options to maximize profits.","listText":"Excellent article. Good learnings on how to employ options to maximize profits.","text":"Excellent article. Good learnings on how to employ options to maximize profits.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9042014562","repostId":"2246818713","repostType":4,"isVote":1,"tweetType":1,"viewCount":2474,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9049133772,"gmtCreate":1655768567796,"gmtModify":1676535699306,"author":{"id":"3582520228861009","authorId":"3582520228861009","name":"CPCat","avatar":"https://static.tigerbbs.com/3bafaf3d39abfb78a4bedf785310721a","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3582520228861009","idStr":"3582520228861009"},"themes":[],"htmlText":"Good strategy.","listText":"Good strategy.","text":"Good strategy.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9049133772","repostId":"2244144354","repostType":4,"isVote":1,"tweetType":1,"viewCount":3834,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9055663013,"gmtCreate":1655265560632,"gmtModify":1676535600502,"author":{"id":"3582520228861009","authorId":"3582520228861009","name":"CPCat","avatar":"https://static.tigerbbs.com/3bafaf3d39abfb78a4bedf785310721a","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3582520228861009","idStr":"3582520228861009"},"themes":[],"htmlText":"Still far from old days... :-)","listText":"Still far from old days... :-)","text":"Still far from old days... :-)","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9055663013","repostId":"2243698842","repostType":4,"repost":{"id":"2243698842","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1655265051,"share":"https://ttm.financial/m/news/2243698842?lang=en_US&edition=fundamental","pubTime":"2022-06-15 11:50","market":"us","language":"en","title":"Nio Stock Jumps, It's Not Just About a New Car","url":"https://stock-news.laohu8.com/highlight/detail?id=2243698842","media":"Dow Jones","summary":"Nio stock was soaring after the Chinese electric-vehicle maker announced a new car. The big move, ho","content":"<html><head></head><body><p>Nio stock was soaring after the Chinese electric-vehicle maker announced a new car. The big move, however, may have more to do with hopes for the Chinese economy than any individual car.</p><p>Nio stock has gained 16.7% to $18.66 on Tuesday ahead of a launch event on Wednesday. The company is expected to reveal its much-anticipated ES7 SUV -- it teased a video of something -- and the hope is that it will help drive new sales through 2022.<img src=\"https://static.tigerbbs.com/575b819e58c7c0e8e60bcf3b213fea91\" tg-width=\"841\" tg-height=\"664\" referrerpolicy=\"no-referrer\"/>But Nio is also benefiting from what looks to be a reassessment of Chinese stocks by investors. While the S&amp;P 500 has fallen 0.3% and the Dow Jones Industrial Average is off 0.5%, the iShares MSCI China ETF has gained 3.1%. That&#39;s helped boost not only Nio, but <a href=\"https://laohu8.com/S/LI\">Li Auto</a>, which is up 10.9%, <a href=\"https://laohu8.com/S/XPEV\">XPeng</a>, which has risen 7.52%, and <a href=\"https://laohu8.com/S/BABA\">Alibaba Group Holdings</a>, which is up 6.8%.</p><p>What&#39;s brought Chinese stocks, which have gotten pummeled, back into favor, at least for one day. After another series of near-total Covid-19 lockdowns, the economy has started to reopen, while policy makers are starting to take steps to ease monetary conditions at a time when the U.S. Federal Reserve is set to raise interest rates by the most since the 1990s.</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 Stock Jumps, It's Not Just About a New Car</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\">\nNio Stock Jumps, It's Not Just About a New Car\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-06-15 11:50</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Nio stock was soaring after the Chinese electric-vehicle maker announced a new car. The big move, however, may have more to do with hopes for the Chinese economy than any individual car.</p><p>Nio stock has gained 16.7% to $18.66 on Tuesday ahead of a launch event on Wednesday. The company is expected to reveal its much-anticipated ES7 SUV -- it teased a video of something -- and the hope is that it will help drive new sales through 2022.<img src=\"https://static.tigerbbs.com/575b819e58c7c0e8e60bcf3b213fea91\" tg-width=\"841\" tg-height=\"664\" referrerpolicy=\"no-referrer\"/>But Nio is also benefiting from what looks to be a reassessment of Chinese stocks by investors. While the S&amp;P 500 has fallen 0.3% and the Dow Jones Industrial Average is off 0.5%, the iShares MSCI China ETF has gained 3.1%. That&#39;s helped boost not only Nio, but <a href=\"https://laohu8.com/S/LI\">Li Auto</a>, which is up 10.9%, <a href=\"https://laohu8.com/S/XPEV\">XPeng</a>, which has risen 7.52%, and <a href=\"https://laohu8.com/S/BABA\">Alibaba Group Holdings</a>, which is up 6.8%.</p><p>What&#39;s brought Chinese stocks, which have gotten pummeled, back into favor, at least for one day. After another series of near-total Covid-19 lockdowns, the economy has started to reopen, while policy makers are starting to take steps to ease monetary conditions at a time when the U.S. Federal Reserve is set to raise interest rates by the most since the 1990s.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2243698842","content_text":"Nio stock was soaring after the Chinese electric-vehicle maker announced a new car. The big move, however, may have more to do with hopes for the Chinese economy than any individual car.Nio stock has gained 16.7% to $18.66 on Tuesday ahead of a launch event on Wednesday. The company is expected to reveal its much-anticipated ES7 SUV -- it teased a video of something -- and the hope is that it will help drive new sales through 2022.But Nio is also benefiting from what looks to be a reassessment of Chinese stocks by investors. While the S&P 500 has fallen 0.3% and the Dow Jones Industrial Average is off 0.5%, the iShares MSCI China ETF has gained 3.1%. That's helped boost not only Nio, but Li Auto, which is up 10.9%, XPeng, which has risen 7.52%, and Alibaba Group Holdings, which is up 6.8%.What's brought Chinese stocks, which have gotten pummeled, back into favor, at least for one day. After another series of near-total Covid-19 lockdowns, the economy has started to reopen, while policy makers are starting to take steps to ease monetary conditions at a time when the U.S. Federal Reserve is set to raise interest rates by the most since the 1990s.","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":3331,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9058687240,"gmtCreate":1654830358280,"gmtModify":1676535519216,"author":{"id":"3582520228861009","authorId":"3582520228861009","name":"CPCat","avatar":"https://static.tigerbbs.com/3bafaf3d39abfb78a4bedf785310721a","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3582520228861009","idStr":"3582520228861009"},"themes":[],"htmlText":"Meta again? Hmm....","listText":"Meta again? Hmm....","text":"Meta again? Hmm....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9058687240","repostId":"2241896546","repostType":4,"isVote":1,"tweetType":1,"viewCount":1443,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9058630556,"gmtCreate":1654826971375,"gmtModify":1676535518485,"author":{"id":"3582520228861009","authorId":"3582520228861009","name":"CPCat","avatar":"https://static.tigerbbs.com/3bafaf3d39abfb78a4bedf785310721a","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3582520228861009","idStr":"3582520228861009"},"themes":[],"htmlText":"Hope this analysis comes true, and all the risks are mitigated and overcome!","listText":"Hope this analysis comes true, and all the risks are mitigated and overcome!","text":"Hope this analysis comes true, and all the risks are mitigated and overcome!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9058630556","repostId":"2242872207","repostType":2,"repost":{"id":"2242872207","kind":"highlight","pubTimestamp":1654826194,"share":"https://ttm.financial/m/news/2242872207?lang=en_US&edition=fundamental","pubTime":"2022-06-10 09:56","market":"us","language":"en","title":"Alibaba Looks Like Amazon In 2002","url":"https://stock-news.laohu8.com/highlight/detail?id=2242872207","media":"Seekingalpha","summary":"Alibaba Group Holding (NYSE:BABA) stock has seen its fair share of challenges. Between China’s tech ","content":"<html><head></head><body><p><b>Alibaba Group Holding</b> (NYSE:BABA) stock has seen its fair share of challenges. Between China’s tech crackdown, a COVID-19 outbreak, and declining retail spending, there have been many curve balls thrown BABA’s way. However, the company is doing better than many people think it is. Although earnings are declining, revenue is still growing – albeit at a slower pace than in the past – and the company is working on many new projects like chips and cloud computing. Chips and cloud services were big winners for companies like <b>Apple</b> (AAPL) and <b>Amazon</b> (AMZN), so there is reason for optimism toward Alibaba’s future trajectory.</p><p>Speaking of Amazon, that stock is a useful case study when it comes to understanding Alibaba. The two businesses have a lot in common, including:</p><ul><li>Core eCommerce operations.</li><li>Cloud computing operations.</li><li>High market share in the countries that are their “home bases.”</li></ul><p>These qualities make Amazon comparable to Alibaba. The two companies aren’t identical – Alibaba relies on third party vendors much more than Amazon does, and China is a very different market than America. But there are enough similarities that we could describe the two companies as being in the same sector.</p><p>There’s another trait that Amazon and Alibaba have in common:</p><p>Their stock market performance. BABA’s price trend in 2021/2022 is very similar to Amazon’s trend in 2000-2002. In both cases, the shares fell by high double digit percentages while revenue grew. When you’ve got a company whose stock price is declining while sales grow, you’re looking at an investment with the potential for future appreciation. Indeed, that happened with Amazon starting in 2002. That year, the company’s stock fell while its losses got smaller, paving the way for future growth. In BABA’s case, the higher revenue growth is not translating to earnings growth – a declining stock portfolio, investments in subsidiaries, and higher taxes are taking a bite out of fundamentals. On the flipside, BABA (unlike 2002 Amazon) has positive earnings already, so it can support its stock price through future buybacks. Taken as a whole, these factors suggest that BABA is set for a rally much like the <a href=\"https://laohu8.com/S/AONE.U\">one</a> Amazon experienced after its 2002 crash.</p><h2>Competitive Landscape</h2><p>One thing that Alibaba has in common with Amazon, especially 2002-era Amazon, is its competitive position. Alibaba has one very large competitor, <b>JD.com </b>(JD), and a host of smaller ones. This is similar to the situation Amazon faced in 2002, when <b><a href=\"https://laohu8.com/S/EBAY\">eBay</a></b> (EBAY) was king of the eCommerce castle. In the long run, Amazon prevailed over eBay, and there are reasons to think that Alibaba will prevail over JD, too.</p><p>One of those reasons relates to profitability. JD is a retailer that holds and sells inventory directly, Alibaba is mainly a platform for third party retailers. Amazon is a mix of both.</p><p>Alibaba’s “third party seller” model results in high margins because it does not require holding inventory. BABA has fulfillment centers, which cost significant sums of money, but not on the level of holding inventory. Alibaba’s model incurs minimal host, mainly marketing and maintaining web infrastructure. JD’s, by contrast, incurs high costs. So BABA will likely earn more profit than JD if the two companies’ revenue levels are comparable. Indeed, their revenue is pretty comparable: JD actually had about $20 billion more of it than BABA did in the trailing 12 month period. However, BABA had far more profit. That’s largely because of Alibaba’s low cost business model.</p><p>Of course, JD’s growing sales are a threat to Alibaba. Just because JD earns less profit doesn’t mean it won’t cut in on Alibaba’s action. However, Alibaba’s higher margins give it more opportunities to invest in its business. Over the last decade, Alibaba has built a cloud business, bought several companies, and launched a partially-owned payments platform. These kinds of things would be hard to pull off with JD’s margins. So, between JD and BABA, the latter is better positioned to grow into an Amazon-style conglomerate.</p><h2>Alibaba’s Financials: the Amazon Comparison is Clear</h2><p>Alibaba’s recent stock performance has been similar to Amazon’s in 2000-2002. Its financials are also similar to Amazon’s at that time period, only far better. In the most recent 12 month period, BABA delivered:</p><ul><li><p>$134.5 billion in revenue.</p></li><li><p>$49 billion in gross profit.</p></li><li><p>$14.9 billion in operating income (“EBIT”).</p></li><li><p>$9.8 billion in net income.</p></li><li><p>$9 billion in levered free cash flow.</p></li></ul><p>These figures give us a 7.2% net margin and a 36.5% gross margin. The net margin might not look that impressive but this is going off of GAAP earnings, which are affected by the performance of BABA’s stock portfolio. Substituting cash from operations for net income and we get a 16.3% CFO margin. Alibaba’s margins have fallen somewhat since the company’s record breaking 2020/2021 fiscal year, but they should start to climb again. A lot of the decline in BABA’s margins has been due to its stock portfolio declining in value. Chinese stocks are in a bullish trend this quarter; if they end the quarter in the green, then we could see BABA’s margins improve.</p><p>This is similar to where Amazon was in 2002. Its stock price was declining, its revenue was rising, and its equity investments were going down. It was not profitable in 2002, so Alibaba compares favourably on that front. However, AMZN’s net loss was shrinking that year whereas BABA’s earnings are declining, so “2002 Amazon” wins on growth.</p><h2>Valuation</h2><p>Having explored Alibaba’s financial performance, we can turn to its valuation. I’ll leave the Amazon comparison alone for this section because Amazon is nothing like Alibaba when it comes to valuation.</p><p>One of the most appealing things about Alibaba stock today is its price. The company is very cheap relative to its underlying assets, earnings and cash flows, and will look even cheaper if earnings growth resumes later this year.</p><p>According to Seeking Alpha Quant, BABA trades at the following multiples:</p><ul><li><p>Adjusted P/E: 12.</p></li><li><p>GAAP P/E: 28.</p></li><li><p>EV/EBITDA: 11.3.</p></li><li><p>Price/sales: 1.98.</p></li><li><p>Price/operating cash flow: 11.7.</p></li></ul><p>These multiples suggest that BABA is cheap. Certainly, they’re much lower than the multiples you’ll find on U.S. tech stocks of similar size. Doing a discounted cash flow analysis on BABA yields a similar result: even with conservative growth assumptions, the stock ends up being worth more than its current stock price implies.</p><p>In the trailing 12 month period, Alibaba grew revenue at 18%. In the two recent quarters, it grew closer to 10%. For the sake of conservatism, we’ll use the lower end of BABA’s recent quarterly growth as our revenue assumption.</p><p>Now let’s look at costs. In 2021, BABA’s COGS was $64 billion and operating expenses were $28 billion, for a total of $93 billion in cash costs. These combined costs grew by 28% to $119 billion in 2022. That would suggest that Alibaba’s costs are growing much faster than revenue. However, if we zero in on the most recent quarter, we see the cost growth slowing down compared to earlier in the year. COGS for Q4 came in at $21.9 billion and operating cost at $7.6 billion–down from $7.8 billion in the prior year quarter. Overall, COGS + operating costs combined grew at 10% for the quarter. We know that Alibaba is actively working at reducing costs right now, so I will again forecast based on the quarter rather than the year. The result of these assumptions is 10% growth in both revenue and costs. I will ignore interest expense in my model because BABA’s “interest income” includes stock market fluctuations, which are impossible to predict. I will use 25% as the tax rate because BABA recently lost its tax credits and, as a result, now pays China’s standard 25% tax. These assumptions yield the following model:</p><table><colgroup></colgroup><tbody><tr><td></td><td><p>2022 (BASE YEAR)</p></td><td><p>2023</p></td><td><p>2024</p></td><td><p>2025</p></td><td><p>2026</p></td><td><p>2027</p></td></tr><tr><td><p>Revenue per share</p></td><td><p>$50</p></td><td><p>$55</p></td><td><p>$60.5</p></td><td><p>$66.55</p></td><td><p>$73.2</p></td><td><p>$80.52</p></td></tr><tr><td><p>Costs per share</p></td><td><p>$44.35</p></td><td><p>$48.78</p></td><td><p>$53.66</p></td><td><p>$59</p></td><td><p>$64.93</p></td><td><p>$71.42</p></td></tr><tr><td><p>EBIT per share</p></td><td><p>$5.65</p></td><td><p>$6.22</p></td><td><p>$6.84</p></td><td><p>$7.55</p></td><td><p>$8.27</p></td><td><p>$9.1</p></td></tr><tr><td><p>Tax</p></td><td><p>$0.62</p></td><td><p>$1.55</p></td><td><p>$1.71</p></td><td><p>$1.89</p></td><td><p>$2.07</p></td><td><p>$2.28</p></td></tr><tr><td><p>EPS</p></td><td><p>$5.03</p></td><td><p>$4.665</p></td><td><p>$5.13</p></td><td><p>$5.66</p></td><td><p>$6.2</p></td><td><p>$6.82</p></td></tr></tbody></table><p>As you can see, earnings dip briefly in 2023, mainly due to the fact that 2022 hadn’t yet seen four full quarters with higher tax rates. In 2024, earnings resume a modest upward trajectory.</p><p>The end result is a pretty underwhelming 6.2% CAGR growth rate in earnings, which stems from our conservative assumptions. Actual growth could be stronger, but we’ll use what we’ve got. If we discount the cash flows above at the 3% 10 year treasury yield, we get:</p><table><colgroup></colgroup><tbody><tr><td></td><td><p>2023</p></td><td><p>2024</p></td><td><p>2025</p></td><td><p>2026</p></td><td><p>2027</p></td><td><p>TOTAL</p></td></tr><tr><td><p>EPS</p></td><td><p>$4.665</p></td><td><p>$5.13</p></td><td><p>$5.66</p></td><td><p>$6.2</p></td><td><p>$6.82</p></td><td><p>N/A</p></td></tr><tr><td><p>(1 + r)^N</p></td><td><p>1.03</p></td><td><p>1.0609</p></td><td><p>1.093</p></td><td><p>1.125</p></td><td><p>1.159</p></td><td><p>N/A</p></td></tr><tr><td><p>Discounted EPS</p></td><td><p>$4.52</p></td><td><p>$4.83</p></td><td><p>$5.17</p></td><td><p>$5.51</p></td><td><p>$5.88</p></td><td><p>$25.91</p></td></tr></tbody></table><p>So we’ve got $25.91 worth of discounted cash flows in five years. If we assume that BABA produces no growth after that, then the terminal value is $227. So, we have a total present value of $253 – even when we assume extremely slow growth!</p><h2>Risks and Challenges</h2><p>As we’ve seen, Alibaba stock is undervalued based on both multiples and discounted cash flows. If the company just grows modestly in the next five years, its stock will come to be worth more than it is today. However, there are many risks and challenges for investors to watch out for, including:</p><ul><li><p><b>Political risk.</b> Alibaba is subject to two forms of political risk: domestic political risk (e.g. a renewed tech crackdown), and international political risk (e.g. tensions between China and the U.S.). Right now, China is easing up on the tech crackdown, which is part of why Chinese stocks are rallying, but you can never discount the possibility that the government will go back into crackdown mode later. Likewise, there is always the possibility that tensions between the U.S. and China.</p></li><li><p><b>Revenue deceleration.</b> Alibaba’s revenue growth decelerated significantly in the past year. Its five year CAGR revenue growth rate is 40%, the TTM growth rate is only 18%. So BABA’s growth is definitely slowing. If it slows down more, then perhaps BABA won’t hit the 10% revenue growth my model assumed, and it will be worth less than what my model estimated.</p></li><li><p><b>COVID outbreaks.</b> China is still committed to a “COVID zero” model, meaning that it is willing to bring in pretty strict lockdowns for only modest numbers of COVID cases. This fact contributed to China’s recent 11% decline in retail spending. If we see more lockdowns, then BABA’s sales growth could slow down considerably, contributing to revenue deceleration.</p></li></ul><p>The risks above are very real. Nevertheless, Alibaba stock is cheap enough to make the risk worth assuming. Even assuming very little growth, the stock’s future earnings have a present value of about $250. That’s considerable upside to today’s prices. If growth accelerates, then we could see a true Amazon-style multi-decade rally taking us to dizzying highs.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba Looks Like Amazon In 2002</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba Looks Like Amazon In 2002\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-10 09:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4517331-alibaba-looks-like-amazon-2002><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Alibaba Group Holding (NYSE:BABA) stock has seen its fair share of challenges. Between China’s tech crackdown, a COVID-19 outbreak, and declining retail spending, there have been many curve balls ...</p>\n\n<a href=\"https://seekingalpha.com/article/4517331-alibaba-looks-like-amazon-2002\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4517331-alibaba-looks-like-amazon-2002","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2242872207","content_text":"Alibaba Group Holding (NYSE:BABA) stock has seen its fair share of challenges. Between China’s tech crackdown, a COVID-19 outbreak, and declining retail spending, there have been many curve balls thrown BABA’s way. However, the company is doing better than many people think it is. Although earnings are declining, revenue is still growing – albeit at a slower pace than in the past – and the company is working on many new projects like chips and cloud computing. Chips and cloud services were big winners for companies like Apple (AAPL) and Amazon (AMZN), so there is reason for optimism toward Alibaba’s future trajectory.Speaking of Amazon, that stock is a useful case study when it comes to understanding Alibaba. The two businesses have a lot in common, including:Core eCommerce operations.Cloud computing operations.High market share in the countries that are their “home bases.”These qualities make Amazon comparable to Alibaba. The two companies aren’t identical – Alibaba relies on third party vendors much more than Amazon does, and China is a very different market than America. But there are enough similarities that we could describe the two companies as being in the same sector.There’s another trait that Amazon and Alibaba have in common:Their stock market performance. BABA’s price trend in 2021/2022 is very similar to Amazon’s trend in 2000-2002. In both cases, the shares fell by high double digit percentages while revenue grew. When you’ve got a company whose stock price is declining while sales grow, you’re looking at an investment with the potential for future appreciation. Indeed, that happened with Amazon starting in 2002. That year, the company’s stock fell while its losses got smaller, paving the way for future growth. In BABA’s case, the higher revenue growth is not translating to earnings growth – a declining stock portfolio, investments in subsidiaries, and higher taxes are taking a bite out of fundamentals. On the flipside, BABA (unlike 2002 Amazon) has positive earnings already, so it can support its stock price through future buybacks. Taken as a whole, these factors suggest that BABA is set for a rally much like the one Amazon experienced after its 2002 crash.Competitive LandscapeOne thing that Alibaba has in common with Amazon, especially 2002-era Amazon, is its competitive position. Alibaba has one very large competitor, JD.com (JD), and a host of smaller ones. This is similar to the situation Amazon faced in 2002, when eBay (EBAY) was king of the eCommerce castle. In the long run, Amazon prevailed over eBay, and there are reasons to think that Alibaba will prevail over JD, too.One of those reasons relates to profitability. JD is a retailer that holds and sells inventory directly, Alibaba is mainly a platform for third party retailers. Amazon is a mix of both.Alibaba’s “third party seller” model results in high margins because it does not require holding inventory. BABA has fulfillment centers, which cost significant sums of money, but not on the level of holding inventory. Alibaba’s model incurs minimal host, mainly marketing and maintaining web infrastructure. JD’s, by contrast, incurs high costs. So BABA will likely earn more profit than JD if the two companies’ revenue levels are comparable. Indeed, their revenue is pretty comparable: JD actually had about $20 billion more of it than BABA did in the trailing 12 month period. However, BABA had far more profit. That’s largely because of Alibaba’s low cost business model.Of course, JD’s growing sales are a threat to Alibaba. Just because JD earns less profit doesn’t mean it won’t cut in on Alibaba’s action. However, Alibaba’s higher margins give it more opportunities to invest in its business. Over the last decade, Alibaba has built a cloud business, bought several companies, and launched a partially-owned payments platform. These kinds of things would be hard to pull off with JD’s margins. So, between JD and BABA, the latter is better positioned to grow into an Amazon-style conglomerate.Alibaba’s Financials: the Amazon Comparison is ClearAlibaba’s recent stock performance has been similar to Amazon’s in 2000-2002. Its financials are also similar to Amazon’s at that time period, only far better. In the most recent 12 month period, BABA delivered:$134.5 billion in revenue.$49 billion in gross profit.$14.9 billion in operating income (“EBIT”).$9.8 billion in net income.$9 billion in levered free cash flow.These figures give us a 7.2% net margin and a 36.5% gross margin. The net margin might not look that impressive but this is going off of GAAP earnings, which are affected by the performance of BABA’s stock portfolio. Substituting cash from operations for net income and we get a 16.3% CFO margin. Alibaba’s margins have fallen somewhat since the company’s record breaking 2020/2021 fiscal year, but they should start to climb again. A lot of the decline in BABA’s margins has been due to its stock portfolio declining in value. Chinese stocks are in a bullish trend this quarter; if they end the quarter in the green, then we could see BABA’s margins improve.This is similar to where Amazon was in 2002. Its stock price was declining, its revenue was rising, and its equity investments were going down. It was not profitable in 2002, so Alibaba compares favourably on that front. However, AMZN’s net loss was shrinking that year whereas BABA’s earnings are declining, so “2002 Amazon” wins on growth.ValuationHaving explored Alibaba’s financial performance, we can turn to its valuation. I’ll leave the Amazon comparison alone for this section because Amazon is nothing like Alibaba when it comes to valuation.One of the most appealing things about Alibaba stock today is its price. The company is very cheap relative to its underlying assets, earnings and cash flows, and will look even cheaper if earnings growth resumes later this year.According to Seeking Alpha Quant, BABA trades at the following multiples:Adjusted P/E: 12.GAAP P/E: 28.EV/EBITDA: 11.3.Price/sales: 1.98.Price/operating cash flow: 11.7.These multiples suggest that BABA is cheap. Certainly, they’re much lower than the multiples you’ll find on U.S. tech stocks of similar size. Doing a discounted cash flow analysis on BABA yields a similar result: even with conservative growth assumptions, the stock ends up being worth more than its current stock price implies.In the trailing 12 month period, Alibaba grew revenue at 18%. In the two recent quarters, it grew closer to 10%. For the sake of conservatism, we’ll use the lower end of BABA’s recent quarterly growth as our revenue assumption.Now let’s look at costs. In 2021, BABA’s COGS was $64 billion and operating expenses were $28 billion, for a total of $93 billion in cash costs. These combined costs grew by 28% to $119 billion in 2022. That would suggest that Alibaba’s costs are growing much faster than revenue. However, if we zero in on the most recent quarter, we see the cost growth slowing down compared to earlier in the year. COGS for Q4 came in at $21.9 billion and operating cost at $7.6 billion–down from $7.8 billion in the prior year quarter. Overall, COGS + operating costs combined grew at 10% for the quarter. We know that Alibaba is actively working at reducing costs right now, so I will again forecast based on the quarter rather than the year. The result of these assumptions is 10% growth in both revenue and costs. I will ignore interest expense in my model because BABA’s “interest income” includes stock market fluctuations, which are impossible to predict. I will use 25% as the tax rate because BABA recently lost its tax credits and, as a result, now pays China’s standard 25% tax. These assumptions yield the following model:2022 (BASE YEAR)20232024202520262027Revenue per share$50$55$60.5$66.55$73.2$80.52Costs per share$44.35$48.78$53.66$59$64.93$71.42EBIT per share$5.65$6.22$6.84$7.55$8.27$9.1Tax$0.62$1.55$1.71$1.89$2.07$2.28EPS$5.03$4.665$5.13$5.66$6.2$6.82As you can see, earnings dip briefly in 2023, mainly due to the fact that 2022 hadn’t yet seen four full quarters with higher tax rates. In 2024, earnings resume a modest upward trajectory.The end result is a pretty underwhelming 6.2% CAGR growth rate in earnings, which stems from our conservative assumptions. Actual growth could be stronger, but we’ll use what we’ve got. If we discount the cash flows above at the 3% 10 year treasury yield, we get:20232024202520262027TOTALEPS$4.665$5.13$5.66$6.2$6.82N/A(1 + r)^N1.031.06091.0931.1251.159N/ADiscounted EPS$4.52$4.83$5.17$5.51$5.88$25.91So we’ve got $25.91 worth of discounted cash flows in five years. If we assume that BABA produces no growth after that, then the terminal value is $227. So, we have a total present value of $253 – even when we assume extremely slow growth!Risks and ChallengesAs we’ve seen, Alibaba stock is undervalued based on both multiples and discounted cash flows. If the company just grows modestly in the next five years, its stock will come to be worth more than it is today. However, there are many risks and challenges for investors to watch out for, including:Political risk. Alibaba is subject to two forms of political risk: domestic political risk (e.g. a renewed tech crackdown), and international political risk (e.g. tensions between China and the U.S.). Right now, China is easing up on the tech crackdown, which is part of why Chinese stocks are rallying, but you can never discount the possibility that the government will go back into crackdown mode later. Likewise, there is always the possibility that tensions between the U.S. and China.Revenue deceleration. Alibaba’s revenue growth decelerated significantly in the past year. Its five year CAGR revenue growth rate is 40%, the TTM growth rate is only 18%. So BABA’s growth is definitely slowing. If it slows down more, then perhaps BABA won’t hit the 10% revenue growth my model assumed, and it will be worth less than what my model estimated.COVID outbreaks. China is still committed to a “COVID zero” model, meaning that it is willing to bring in pretty strict lockdowns for only modest numbers of COVID cases. This fact contributed to China’s recent 11% decline in retail spending. If we see more lockdowns, then BABA’s sales growth could slow down considerably, contributing to revenue deceleration.The risks above are very real. Nevertheless, Alibaba stock is cheap enough to make the risk worth assuming. Even assuming very little growth, the stock’s future earnings have a present value of about $250. That’s considerable upside to today’s prices. If growth accelerates, then we could see a true Amazon-style multi-decade rally taking us to dizzying highs.","news_type":1,"symbols_score_info":{"BABA":0.9}},"isVote":1,"tweetType":1,"viewCount":1286,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9053410233,"gmtCreate":1654569086922,"gmtModify":1676535471046,"author":{"id":"3582520228861009","authorId":"3582520228861009","name":"CPCat","avatar":"https://static.tigerbbs.com/3bafaf3d39abfb78a4bedf785310721a","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3582520228861009","idStr":"3582520228861009"},"themes":[],"htmlText":"Agree that it is a good buying opportunity. But risks will always be there...","listText":"Agree that it is a good buying opportunity. But risks will always be there...","text":"Agree that it is a good buying opportunity. But risks will always be there...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9053410233","repostId":"2241923094","repostType":2,"repost":{"id":"2241923094","kind":"highlight","pubTimestamp":1654568322,"share":"https://ttm.financial/m/news/2241923094?lang=en_US&edition=fundamental","pubTime":"2022-06-07 10:18","market":"us","language":"en","title":"Alibaba: One Of The Best Buying Opportunity As Worst Is Likely Over","url":"https://stock-news.laohu8.com/highlight/detail?id=2241923094","media":"Seekingalpha","summary":"For a company like Alibaba Group Holding Limited (NYSE:BABA) with sentiment at all time lows, the co","content":"<html><head></head><body><p>For a company like Alibaba Group Holding Limited (NYSE:BABA) with sentiment at all time lows, the company&#39;s recent release 4Q22 results was a positive surprise for investors. I looked into the recent quarter and was pleasantly surprised that there were signs of improvement and that the worst is likely over for Alibaba.</p><h2>Investment thesis</h2><p>I have written two deep dive articles into Alibaba that you can read further to learn more about the business as well as the regulatory risks of the company. My investment thesis remains as I continue to see Alibaba as currently <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the better risk/reward opportunities out there due to the following factors:</p><p>1. China commerce: One of the most valuable assets Alibaba has is its huge consumer base of 1 billion users and spends $1,300 annually, which can bring about further monetization or help scale its other newer platforms.</p><p>2. International commerce: This business is a low hanging fruit for Alibaba as it has a replicable strategy and strong moat, as well as logistics capabilities to compete with international e-commerce brands in international markets.</p><p>3. Cloud: Alibaba will likely remain the leader in a fast growing cloud market in China and continue to look out for international markets to grow in. Furthermore, its in-house production of chips and development of OS could bring about further cost efficiencies and better products while reducing reliance on third party suppliers.</p><p>4. Investing for growth in the future: Alibaba is reinvesting its incremental profits into its strategic businesses which, in my view, is necessary to ensure Alibaba is able to compete and win competitors. Also, Alibaba is continuing its mergers and acquisitions strategy to acquire new businesses to capture future opportunities or bring value to existing businesses.</p><h2>Cloud computing achieves scale and positive adjusted EBITDA margins</h2><p>For the cloud computing segment, it reported revenues of Rmb19 billion in 4Q22, which representing 12% growth year on year. This was compared to the prior quarter&#39;s growth of 20% year-on-year and prior year&#39;s growth of 38% year-on-year. The slowdown is due to weakness in certain sectors, slowing economic activities, and the company&#39;s strategic focus on higher quality revenues.</p><p>In particular, the weakness came from the internet industries like online education and entertainment. According to management, the cloud computing revenue growth would have been 15% year-on-year if the revenues from its top customer in the internet industry, Bytedance were excluded. According to management, Bytedance apparently stopped using Alibaba&#39;s overseas cloud services for its international business due to requirements that are non-product related.</p><p>As a result of weakness in the internet sector, the revenue contribution from non-internet industries increased to 52% as several sectors like telecommunications, retailing and financials reported strong growth to offset the weakness in the internet industry.</p><p>On the margins front, the cloud computing segment posted positive 1% adjusted EBITDA margins in 4Q22, compared to -2% adjusted EBITDA margins one year ago. This was attributable to the gradual improvement in economies of scale for the business, as well as better loss control for Dingtalk. Management also expects that margins for the cloud computing business to continue to improve in FY2023 as top line growth continues. In my view, the margins profile of Alibaba&#39;s cloud computing segment is at a pivotal moment for the business as it transitions towards positive adjusted EBITDA margins with improving economies of scale.</p><p>I think that is is also encouraging to see that management continues to see the long term potential in the cloud industry and Alibaba&#39;s cloud segment despite the near term blip. Management believes that the cloud industry can grow 2 to 3 times in the long run to reach Rmb1 trillion in the next few years. This comes as the cloud plays a key role for the development of the economy and for digital transformation. With that, the focus for Alibaba on the cloud computing sector is crucial, and management believe that Alibaba needs to cater to the differing needs of different sectors to be able to leverage on this huge opportunity in the long run. In my view, the other positive is that this will continue to drive top line growth and with the cloud revenues of the entire company already exceeding Rmb100 billion in the last fiscal year, this translates to huge economies of scale and potential for cost reduction and efficiency improvement that will further drive upside to cloud computing margins in the near term.</p><h2>China Commerce</h2><p>Revenues from the China Commerce segment grew 7% year on year to RMB 136 billion. There was a low teens year-on-year decline in GMV in April and management sees that there are signs of improvement in May. The total FY2022 GMV in China Commerce grew by 2% year on year.</p><p>Alibaba continued to grow on the user front. China commerce Annual Active Consumers (AAC) reached 903million, up 21 million users from the previous quarter and up 89 million users from a year ago. Notably, of these increases, 70% are from less-developed areas. This is in line with Alibaba&#39;s push toward rural and less developed customers to grow its customer base.</p><p>Specifically, we are seeing growth in Taobao Deals and Taocaicai. Taobao Deals AACs grew to more than 300 million, adding 20 million users in the quarter while paid orders on Taobao Deals grew 35% year on year in the current quarter. In addition, Taocaicai, Alibaba&#39;s community market place catered to lower tier cities and rural areas continued to grow AACs to more than 90 million and more than 50% of these were first time fresh produce buyers on Alibaba. Also, Taocaicai GMV continued to expand in the last quarter due to improving average order values.</p><p></p><p><img src=\"https://static.tigerbbs.com/6a5116cae604fa82f39a0a9a4cc54255\" tg-width=\"640\" tg-height=\"347\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Alibaba recorded robust user growth compared to peers (QuestMobile; Goldman)</p><p>While there were low single-digit declines in Taobao and Small online physical goods GMV, the customer management revenues (CMR) remained stable year on year. This was due to some offset by positive growth in advertising revenues.</p><p>EBITDA declined RMB 7 billion to Rmb 32 billion, representing an EBITDA margin of 23%. This decline in EBITDA margins was due to the drag from Taocaicai and Taobao Deals as management invests in these relatively higher growths and newer businesses. In addition, Sun Art reported an RMB 1.4 billion loss, most of it due to an asset impairment provision.</p><p>Management remains committed to improving efficiency and narrowing losses for Taobao Deals. Furthermore, management has been more disciplined in investment pace for Taocaicai to reduce its impact on margins to the group. It has done so by choosing certain target cities where it aims to improve order density and thus focus on establishing regional warehouses and infrastructure in these cities. Thus, the focus will be more on high-quality growth for the Taocaicai business.</p><p>In addition, in my view, the combined losses from both Taobao Deals and Taocaicai has likely peaked in December 2021 and saw sequential declines in losses in the current quarter. I think we will continue to expect the combined losses to decline as management continued to focus on higher-quality growth for China&#39;s commerce segment.</p><h2>International Commerce</h2><p>Revenues from international commerce grew by 7% year on year as AACs grew by 4 million compared to the prior quarter, and 64 million when compared to the prior year. There was a growth of 32% and 48% year on year respectively for Lazada and Trendyol while AliExpress saw a decline in order volume. This was due to the changes in EU&#39;s VAT rules and supply chain/logistics disruptions due to Russia-Ukraine conflict, as highlighted by management. International commerce segment&#39;s adjusted EBITDA margin remained stable at -18% as the company continues to spend on marketing and promotions to increase user engagement and acquisition.</p><p>International commerce remains to be one of Alibaba&#39;s key growth drivers to tap on less mature e-commerce markets outside of China. While there could be near term competition from other e-commerce companies like Amazon (AMZN) and Shopee, which is owned by Sea Limited (SE), Alibaba&#39;s international commerce can still ride the wave of increasing e-commerce penetration in these markets and post higher long term average growth rates than in the mature China Commerce segment.</p><h3>Local Consumer Services</h3><p>As for the local consumer services segment, revenues grew to Rmb 10 billion, up 29% year on year. Ele.me, Alibaba&#39;s online food delivery platform, continued to show improvement in unit economics and is reaching near break-even due to improvements in the delivery cost per order as well as the company reducing spend on user acquisitions.</p><p>As Ele.me continues to scale, its unit economics improvement, as well as the cost reductions made by management will continue to contribute to bottom-line growth for the Group.</p><h2>Stringent cost control and improving regulatory environment</h2><p>Management continues to be committed to add value by assessing the areas of its business where there can be further improvement in efficiencies and to reduce costs to make the entire cost structure of the business more nimble and lean. Some of these control in costs includes stringent control over sales and marketing expenses. This, in my view, is positive for Alibaba as the near term may prove challenging with top-line slowing, and management&#39;s efforts to provide long term shareholder value through cost efficiencies will be appreciated by the market.</p><p>The regulatory landscape also seems to be improving, adding to the signs that the worst could be over for Alibaba. In the recent State Council meeting, the government is rolling out supportive measures, some of which are beneficial to Alibaba&#39;s business, including stimulating consumption and the commitment to the recovery of supply chains. Also, management commented that the government shared a clear message to the market to encourage the healthy development of platform economies and that management is fully compliant with all the regulatory requirements and continues to watch for any new development in policies on the anti-trust front. I think this shows that the government is sending a message that it will not clamp down too much on platform companies, but rather continues to see the benefits of the healthy development of platform companies for the economy.</p><h2>Valuation</h2><p>I have previously shared my financial model for Alibaba and derived a target price based on its sum of the parts valuation. I forecasted the financials and used a DCF model for most of its businesses except Cainiao, local services and its associates/investments since these businesses are mostly either private or have limited public information. I used rather conservative forecasts, in my view and also applied a holding company discount of 25%, with other assumptions listed in the table below. Based on the SOTP valuation, I have derived a target price of $164 for Alibaba, representing an upside potential of 76% from current levels.</p><p></p><p><img src=\"https://static.tigerbbs.com/59dd22bdbd3f84c78b77c121135b860d\" tg-width=\"640\" tg-height=\"387\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Alibaba target price based on SOTP (Author generated)</p><p>Based on relative valuation, Alibaba now trades at 12x and 9x 2023F and 2024F P/E respectively, while average earnings growth over the 2-year period is expected to be 15%, implying a PEG of 0.8x.</p><h2>Risks</h2><h3>Competition</h3><p>While Alibaba might be the largest player in China, there are risks that competition could threaten Alibaba&#39;s market share in both China and in overseas markets. In China, it has to compete against prominent rivals like JD.com (JD) and Pinduoduo (PDD) in a rather mature e-commerce market. As for its international commerce segment, they face competition from international players like Amazon and Shopee, as highlighted earlier. Competitive pressure from both local and international players could slow GMV and user growth for Alibaba compared to expectations.</p><h3>Regulatory and political risks</h3><p>Alibaba is one of the worst-hit companies hit by the regulatory crackdown. However, I am of the view that we have seen the worst of the regulatory crackdown and the government is signalling easing of regulatory pressures, which I think are necessary for the government to improve its economy amidst its zero-covid policy. As such, the worst is likely over for Alibaba as most of the regulatory pressures have eased and we could start seeing better times for the company.</p><h3>Execution in investments</h3><p>Alibaba management has renewed focus on investing in key strategic areas in its business as mentioned earlier. However, this will come down to execution as Alibaba seeks to gain share in these areas. If execution were to be weak, ideal results of the heavy investments may not materialize.</p><h3>Cloud risks</h3><p>There is risk that Alibaba&#39;s cloud revenue growth could slow down given that there is competition from Huawei, Tencent and China Telecom. If Alibaba is unable to maintain market leadership in cloud, this could affect economies of scale effects that it currently enjoys.</p><h2>Conclusion</h2><p>I think this presents one of the best buying opportunities for Alibaba as the worst is likely over for the company. Looking beyond 2023F earnings, the business is expected to continue to grow in the 20% to 30% range and the current valuation simply just does not price in this long term potential. I think we could continue to see positive surprises for Alibaba in the next few quarters as it surpasses the very low expectations set by the market. My target price for Alibaba based on a SOTP valuation model is $164, implying 76% upside potential from current levels.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba: One Of The Best Buying Opportunity As Worst Is Likely Over</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba: One Of The Best Buying Opportunity As Worst Is Likely Over\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-07 10:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4516754-alibaba-one-of-the-best-buying-opportunity-as-worst-is-likely-over><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>For a company like Alibaba Group Holding Limited (NYSE:BABA) with sentiment at all time lows, the company's recent release 4Q22 results was a positive surprise for investors. I looked into the recent ...</p>\n\n<a href=\"https://seekingalpha.com/article/4516754-alibaba-one-of-the-best-buying-opportunity-as-worst-is-likely-over\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4516754-alibaba-one-of-the-best-buying-opportunity-as-worst-is-likely-over","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2241923094","content_text":"For a company like Alibaba Group Holding Limited (NYSE:BABA) with sentiment at all time lows, the company's recent release 4Q22 results was a positive surprise for investors. I looked into the recent quarter and was pleasantly surprised that there were signs of improvement and that the worst is likely over for Alibaba.Investment thesisI have written two deep dive articles into Alibaba that you can read further to learn more about the business as well as the regulatory risks of the company. My investment thesis remains as I continue to see Alibaba as currently one of the better risk/reward opportunities out there due to the following factors:1. China commerce: One of the most valuable assets Alibaba has is its huge consumer base of 1 billion users and spends $1,300 annually, which can bring about further monetization or help scale its other newer platforms.2. International commerce: This business is a low hanging fruit for Alibaba as it has a replicable strategy and strong moat, as well as logistics capabilities to compete with international e-commerce brands in international markets.3. Cloud: Alibaba will likely remain the leader in a fast growing cloud market in China and continue to look out for international markets to grow in. Furthermore, its in-house production of chips and development of OS could bring about further cost efficiencies and better products while reducing reliance on third party suppliers.4. Investing for growth in the future: Alibaba is reinvesting its incremental profits into its strategic businesses which, in my view, is necessary to ensure Alibaba is able to compete and win competitors. Also, Alibaba is continuing its mergers and acquisitions strategy to acquire new businesses to capture future opportunities or bring value to existing businesses.Cloud computing achieves scale and positive adjusted EBITDA marginsFor the cloud computing segment, it reported revenues of Rmb19 billion in 4Q22, which representing 12% growth year on year. This was compared to the prior quarter's growth of 20% year-on-year and prior year's growth of 38% year-on-year. The slowdown is due to weakness in certain sectors, slowing economic activities, and the company's strategic focus on higher quality revenues.In particular, the weakness came from the internet industries like online education and entertainment. According to management, the cloud computing revenue growth would have been 15% year-on-year if the revenues from its top customer in the internet industry, Bytedance were excluded. According to management, Bytedance apparently stopped using Alibaba's overseas cloud services for its international business due to requirements that are non-product related.As a result of weakness in the internet sector, the revenue contribution from non-internet industries increased to 52% as several sectors like telecommunications, retailing and financials reported strong growth to offset the weakness in the internet industry.On the margins front, the cloud computing segment posted positive 1% adjusted EBITDA margins in 4Q22, compared to -2% adjusted EBITDA margins one year ago. This was attributable to the gradual improvement in economies of scale for the business, as well as better loss control for Dingtalk. Management also expects that margins for the cloud computing business to continue to improve in FY2023 as top line growth continues. In my view, the margins profile of Alibaba's cloud computing segment is at a pivotal moment for the business as it transitions towards positive adjusted EBITDA margins with improving economies of scale.I think that is is also encouraging to see that management continues to see the long term potential in the cloud industry and Alibaba's cloud segment despite the near term blip. Management believes that the cloud industry can grow 2 to 3 times in the long run to reach Rmb1 trillion in the next few years. This comes as the cloud plays a key role for the development of the economy and for digital transformation. With that, the focus for Alibaba on the cloud computing sector is crucial, and management believe that Alibaba needs to cater to the differing needs of different sectors to be able to leverage on this huge opportunity in the long run. In my view, the other positive is that this will continue to drive top line growth and with the cloud revenues of the entire company already exceeding Rmb100 billion in the last fiscal year, this translates to huge economies of scale and potential for cost reduction and efficiency improvement that will further drive upside to cloud computing margins in the near term.China CommerceRevenues from the China Commerce segment grew 7% year on year to RMB 136 billion. There was a low teens year-on-year decline in GMV in April and management sees that there are signs of improvement in May. The total FY2022 GMV in China Commerce grew by 2% year on year.Alibaba continued to grow on the user front. China commerce Annual Active Consumers (AAC) reached 903million, up 21 million users from the previous quarter and up 89 million users from a year ago. Notably, of these increases, 70% are from less-developed areas. This is in line with Alibaba's push toward rural and less developed customers to grow its customer base.Specifically, we are seeing growth in Taobao Deals and Taocaicai. Taobao Deals AACs grew to more than 300 million, adding 20 million users in the quarter while paid orders on Taobao Deals grew 35% year on year in the current quarter. In addition, Taocaicai, Alibaba's community market place catered to lower tier cities and rural areas continued to grow AACs to more than 90 million and more than 50% of these were first time fresh produce buyers on Alibaba. Also, Taocaicai GMV continued to expand in the last quarter due to improving average order values.Alibaba recorded robust user growth compared to peers (QuestMobile; Goldman)While there were low single-digit declines in Taobao and Small online physical goods GMV, the customer management revenues (CMR) remained stable year on year. This was due to some offset by positive growth in advertising revenues.EBITDA declined RMB 7 billion to Rmb 32 billion, representing an EBITDA margin of 23%. This decline in EBITDA margins was due to the drag from Taocaicai and Taobao Deals as management invests in these relatively higher growths and newer businesses. In addition, Sun Art reported an RMB 1.4 billion loss, most of it due to an asset impairment provision.Management remains committed to improving efficiency and narrowing losses for Taobao Deals. Furthermore, management has been more disciplined in investment pace for Taocaicai to reduce its impact on margins to the group. It has done so by choosing certain target cities where it aims to improve order density and thus focus on establishing regional warehouses and infrastructure in these cities. Thus, the focus will be more on high-quality growth for the Taocaicai business.In addition, in my view, the combined losses from both Taobao Deals and Taocaicai has likely peaked in December 2021 and saw sequential declines in losses in the current quarter. I think we will continue to expect the combined losses to decline as management continued to focus on higher-quality growth for China's commerce segment.International CommerceRevenues from international commerce grew by 7% year on year as AACs grew by 4 million compared to the prior quarter, and 64 million when compared to the prior year. There was a growth of 32% and 48% year on year respectively for Lazada and Trendyol while AliExpress saw a decline in order volume. This was due to the changes in EU's VAT rules and supply chain/logistics disruptions due to Russia-Ukraine conflict, as highlighted by management. International commerce segment's adjusted EBITDA margin remained stable at -18% as the company continues to spend on marketing and promotions to increase user engagement and acquisition.International commerce remains to be one of Alibaba's key growth drivers to tap on less mature e-commerce markets outside of China. While there could be near term competition from other e-commerce companies like Amazon (AMZN) and Shopee, which is owned by Sea Limited (SE), Alibaba's international commerce can still ride the wave of increasing e-commerce penetration in these markets and post higher long term average growth rates than in the mature China Commerce segment.Local Consumer ServicesAs for the local consumer services segment, revenues grew to Rmb 10 billion, up 29% year on year. Ele.me, Alibaba's online food delivery platform, continued to show improvement in unit economics and is reaching near break-even due to improvements in the delivery cost per order as well as the company reducing spend on user acquisitions.As Ele.me continues to scale, its unit economics improvement, as well as the cost reductions made by management will continue to contribute to bottom-line growth for the Group.Stringent cost control and improving regulatory environmentManagement continues to be committed to add value by assessing the areas of its business where there can be further improvement in efficiencies and to reduce costs to make the entire cost structure of the business more nimble and lean. Some of these control in costs includes stringent control over sales and marketing expenses. This, in my view, is positive for Alibaba as the near term may prove challenging with top-line slowing, and management's efforts to provide long term shareholder value through cost efficiencies will be appreciated by the market.The regulatory landscape also seems to be improving, adding to the signs that the worst could be over for Alibaba. In the recent State Council meeting, the government is rolling out supportive measures, some of which are beneficial to Alibaba's business, including stimulating consumption and the commitment to the recovery of supply chains. Also, management commented that the government shared a clear message to the market to encourage the healthy development of platform economies and that management is fully compliant with all the regulatory requirements and continues to watch for any new development in policies on the anti-trust front. I think this shows that the government is sending a message that it will not clamp down too much on platform companies, but rather continues to see the benefits of the healthy development of platform companies for the economy.ValuationI have previously shared my financial model for Alibaba and derived a target price based on its sum of the parts valuation. I forecasted the financials and used a DCF model for most of its businesses except Cainiao, local services and its associates/investments since these businesses are mostly either private or have limited public information. I used rather conservative forecasts, in my view and also applied a holding company discount of 25%, with other assumptions listed in the table below. Based on the SOTP valuation, I have derived a target price of $164 for Alibaba, representing an upside potential of 76% from current levels.Alibaba target price based on SOTP (Author generated)Based on relative valuation, Alibaba now trades at 12x and 9x 2023F and 2024F P/E respectively, while average earnings growth over the 2-year period is expected to be 15%, implying a PEG of 0.8x.RisksCompetitionWhile Alibaba might be the largest player in China, there are risks that competition could threaten Alibaba's market share in both China and in overseas markets. In China, it has to compete against prominent rivals like JD.com (JD) and Pinduoduo (PDD) in a rather mature e-commerce market. As for its international commerce segment, they face competition from international players like Amazon and Shopee, as highlighted earlier. Competitive pressure from both local and international players could slow GMV and user growth for Alibaba compared to expectations.Regulatory and political risksAlibaba is one of the worst-hit companies hit by the regulatory crackdown. However, I am of the view that we have seen the worst of the regulatory crackdown and the government is signalling easing of regulatory pressures, which I think are necessary for the government to improve its economy amidst its zero-covid policy. As such, the worst is likely over for Alibaba as most of the regulatory pressures have eased and we could start seeing better times for the company.Execution in investmentsAlibaba management has renewed focus on investing in key strategic areas in its business as mentioned earlier. However, this will come down to execution as Alibaba seeks to gain share in these areas. If execution were to be weak, ideal results of the heavy investments may not materialize.Cloud risksThere is risk that Alibaba's cloud revenue growth could slow down given that there is competition from Huawei, Tencent and China Telecom. If Alibaba is unable to maintain market leadership in cloud, this could affect economies of scale effects that it currently enjoys.ConclusionI think this presents one of the best buying opportunities for Alibaba as the worst is likely over for the company. Looking beyond 2023F earnings, the business is expected to continue to grow in the 20% to 30% range and the current valuation simply just does not price in this long term potential. I think we could continue to see positive surprises for Alibaba in the next few quarters as it surpasses the very low expectations set by the market. My target price for Alibaba based on a SOTP valuation model is $164, implying 76% upside potential from current levels.","news_type":1,"symbols_score_info":{"BABA":0.9}},"isVote":1,"tweetType":1,"viewCount":1552,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9050705968,"gmtCreate":1654234436254,"gmtModify":1676535418065,"author":{"id":"3582520228861009","authorId":"3582520228861009","name":"CPCat","avatar":"https://static.tigerbbs.com/3bafaf3d39abfb78a4bedf785310721a","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3582520228861009","idStr":"3582520228861009"},"themes":[],"htmlText":"Don't feel good about&nbsp;<a href=\"https://ttm.financial/S/FB\">$Meta Platforms, Inc.(FB)$</a>... maybe I don't have the sci-fi mind...?&nbsp;","listText":"Don't feel good about&nbsp;<a href=\"https://ttm.financial/S/FB\">$Meta Platforms, Inc.(FB)$</a>... maybe I don't have the sci-fi mind...?&nbsp;","text":"Don't feel good about $Meta Platforms, Inc.(FB)$... maybe I don't have the sci-fi mind...?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9050705968","repostId":"2240235700","repostType":2,"isVote":1,"tweetType":1,"viewCount":1863,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9022556725,"gmtCreate":1653554436267,"gmtModify":1676535303370,"author":{"id":"3582520228861009","authorId":"3582520228861009","name":"CPCat","avatar":"https://static.tigerbbs.com/3bafaf3d39abfb78a4bedf785310721a","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3582520228861009","idStr":"3582520228861009"},"themes":[],"htmlText":"Awesome! Next up - BABA!","listText":"Awesome! Next up - BABA!","text":"Awesome! Next up - BABA!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9022556725","repostId":"1165852154","repostType":2,"repost":{"id":"1165852154","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":1653553950,"share":"https://ttm.financial/m/news/1165852154?lang=en_US&edition=fundamental","pubTime":"2022-05-26 16:32","market":"us","language":"en","title":"Baidu Exceeds Revenue Estimates on AI, Cloud Services Strength","url":"https://stock-news.laohu8.com/highlight/detail?id=1165852154","media":"Tiger Newspress","summary":"Baidu, Inc.(NASDAQ: BIDU and HKEX: 9888) , a leading AI company with strong Internet foundation, tod","content":"<html><head></head><body><p>Baidu, Inc.(NASDAQ: BIDU and HKEX: 9888) , a leading AI company with strong Internet foundation, today announced its unaudited financial results for the first quarter endedMarch 31, 2022.</p><p>Baidu Inc surpassed quarterly revenue estimates on Thursday as a resurgence of COVID-19 in China and accompanying restrictions drove up demand for its cloud and artificial intelligence products.</p><p>The company - Google&#39;s equivalent in China - has expanded aggressively into cloud services, robotaxis and autonomous driving in recent years as competition rises for its core search platform and advertisement business.</p><p>It last month received permits to deploy robotaxis without humans in the driving seat on open Chinese roads for the first time.</p><p>Total revenue came in at 28.41 billion yuan ($4.22 billion) in the first quarter, compared with analysts&#39; average estimate of 27.82 billion yuan, according to IBES data from Refinitiv.</p><p>Net loss attributable to Baidu fell to 885 million yuan, or 2.87 yuan per American Depository Share (ADS), in the quarter ended March 31, compared with a profit of 25.65 billion yuan, or 73.76 yuan per ADS, a year earlier.</p><p>Baidu shares gained nearly 4% after reporting quarterly results.</p><p><img src=\"https://static.tigerbbs.com/9ee28c20f61823c17fae09fc812284b8\" tg-width=\"874\" tg-height=\"619\" referrerpolicy=\"no-referrer\"/></p><p>&#34;Baidu delivered solid first quarter results, especially with regard to our cloud and intelligent driving businesses. Baidu AI Cloud reported another quarter of strong revenue growth andApollo Gowas granted the first permit inChinato provide driverless ride-hailing services on public roads inBeijing,&#34; saidRobin Li, Co-founder and CEO of Baidu. &#34;Since mid-March, our business has been negatively impacted by the recent COVID-19 resurgence inChina. Although challenges related to the virus continue to pressure our near term business operations, we remain confident that our new AI businesses will boost the long-term growth of Baidu and contribute toChina&#39;sinnovation-driven economy and sustainable development.&#34;</p><p>&#34;Revenues from Baidu Core remained healthy with non-ad revenues increasing by 35% year over year, driven by Baidu AI Cloud, which grew 45% year over year in the quarter,&#34; saidRong Luo, CFO of Baidu. &#34;Looking ahead, we remain committed to quality revenue growth and an enduring business model. In addition, we will further enhance our overall operational efficiency to drive long-term growth.&#34;</p><p><b>First Quarter 2022 Financial Highlights</b></p><p><img src=\"https://static.tigerbbs.com/d7e0ea082911dc2099fa363913f607c4\" tg-width=\"702\" tg-height=\"527\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/fb991d233f9728504300406775b7e9a2\" tg-width=\"695\" tg-height=\"440\" referrerpolicy=\"no-referrer\"/></p><p><b>Operational Highlights</b></p><p><i>Corporate</i></p><ul><li>Baidu released its annual ESG Report in May 2022, which details Baidu&#39;s ESG policies and sustainability initiatives (http://esg.baidu.com/en/esg_download.html).</li></ul><p><i>AI Cloud</i></p><ul><li>PaddlePaddle developer community has grown to 4.77 million and has served 180,000 businesses and created 560,000 models, as ofMay 20, 2022.</li><li>Baidu ACE smart transportation has been adopted by 41 cities, up from 16 cities a year ago, based on contract value of overRMB10 million, as of the end of the first quarter of 2022.</li></ul><p><i>Intelligent Driving</i></p><ul><li>Baidu received a nomination letter from Dongfeng Motor, a Top 3 domestic automaker, inApril 2022, indicating that Dongfeng Motor intends to adopt Apollo Self Driving (ANP, AVP, HD Map) in one of its popular models. This followed the nomination letter from BYD earlier this year.</li><li>OnApril 28th2022,Apollo Gowas granted the permits to provide driverless ride hailing services on public roads of theYizhuangregion of Beijing. Apollo also received the first permits inChongqingto conduct driverless testing onMay 20th, 2022.</li><li>Apollo Goprovided 196K rides in the first quarter of 2022.</li><li>Apollo Gois now available in ten cities, includingBeijing,Shanghai,Guangzhou,Shenzhen,Chongqing,Changsha, Cangzhou, Yangquan,Wuzhen Water Townin Jiaxing andWuhan.Apollo Goexpanded intoWuzhen Water Townin Jiaxing onMarch 26, 2022andWuhanonMay 10, 2022.</li></ul><p><i>Other Growth Initiatives</i></p><ul><li>Xiaodu again ranked No.1 in smart display shipments globally for 2021, according to Strategy Analytics and Canalys. Xiaodu continues to be ranked No.1 in smart speaker shipments inChinafor 2021, according to Strategy Analytics, IDC and Canalys.</li></ul><p><i>Mobile Ecosystem</i></p><ul><li>In March, Baidu App&#39;s MAUs reached 632 million, up 13% year over year, and daily logged in users reached 83%.</li><li>In March, Baidu Smart Mini Program (&#34;SMPs&#34;) MAUs reached 508 million, up 22% year over year, and the number of SMPs grew by 26% year over year.</li><li>Revenue from Managed Page grew by 31% and reached 47% of Baidu Core&#39;s online marketing revenue in the first quarter of 2022.</li></ul><p><i>iQIYI</i></p><ul><li>iQIYI&#39;s average daily number of total subscribing members for the quarter was 101 million, compared to 105 million for the first quarter of 2021 and 97 million for the fourth quarter of 2021.</li></ul></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Baidu Exceeds Revenue Estimates on AI, Cloud Services Strength</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\">\nBaidu Exceeds Revenue Estimates on AI, Cloud Services Strength\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-05-26 16:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Baidu, Inc.(NASDAQ: BIDU and HKEX: 9888) , a leading AI company with strong Internet foundation, today announced its unaudited financial results for the first quarter endedMarch 31, 2022.</p><p>Baidu Inc surpassed quarterly revenue estimates on Thursday as a resurgence of COVID-19 in China and accompanying restrictions drove up demand for its cloud and artificial intelligence products.</p><p>The company - Google&#39;s equivalent in China - has expanded aggressively into cloud services, robotaxis and autonomous driving in recent years as competition rises for its core search platform and advertisement business.</p><p>It last month received permits to deploy robotaxis without humans in the driving seat on open Chinese roads for the first time.</p><p>Total revenue came in at 28.41 billion yuan ($4.22 billion) in the first quarter, compared with analysts&#39; average estimate of 27.82 billion yuan, according to IBES data from Refinitiv.</p><p>Net loss attributable to Baidu fell to 885 million yuan, or 2.87 yuan per American Depository Share (ADS), in the quarter ended March 31, compared with a profit of 25.65 billion yuan, or 73.76 yuan per ADS, a year earlier.</p><p>Baidu shares gained nearly 4% after reporting quarterly results.</p><p><img src=\"https://static.tigerbbs.com/9ee28c20f61823c17fae09fc812284b8\" tg-width=\"874\" tg-height=\"619\" referrerpolicy=\"no-referrer\"/></p><p>&#34;Baidu delivered solid first quarter results, especially with regard to our cloud and intelligent driving businesses. Baidu AI Cloud reported another quarter of strong revenue growth andApollo Gowas granted the first permit inChinato provide driverless ride-hailing services on public roads inBeijing,&#34; saidRobin Li, Co-founder and CEO of Baidu. &#34;Since mid-March, our business has been negatively impacted by the recent COVID-19 resurgence inChina. Although challenges related to the virus continue to pressure our near term business operations, we remain confident that our new AI businesses will boost the long-term growth of Baidu and contribute toChina&#39;sinnovation-driven economy and sustainable development.&#34;</p><p>&#34;Revenues from Baidu Core remained healthy with non-ad revenues increasing by 35% year over year, driven by Baidu AI Cloud, which grew 45% year over year in the quarter,&#34; saidRong Luo, CFO of Baidu. &#34;Looking ahead, we remain committed to quality revenue growth and an enduring business model. In addition, we will further enhance our overall operational efficiency to drive long-term growth.&#34;</p><p><b>First Quarter 2022 Financial Highlights</b></p><p><img src=\"https://static.tigerbbs.com/d7e0ea082911dc2099fa363913f607c4\" tg-width=\"702\" tg-height=\"527\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/fb991d233f9728504300406775b7e9a2\" tg-width=\"695\" tg-height=\"440\" referrerpolicy=\"no-referrer\"/></p><p><b>Operational Highlights</b></p><p><i>Corporate</i></p><ul><li>Baidu released its annual ESG Report in May 2022, which details Baidu&#39;s ESG policies and sustainability initiatives (http://esg.baidu.com/en/esg_download.html).</li></ul><p><i>AI Cloud</i></p><ul><li>PaddlePaddle developer community has grown to 4.77 million and has served 180,000 businesses and created 560,000 models, as ofMay 20, 2022.</li><li>Baidu ACE smart transportation has been adopted by 41 cities, up from 16 cities a year ago, based on contract value of overRMB10 million, as of the end of the first quarter of 2022.</li></ul><p><i>Intelligent Driving</i></p><ul><li>Baidu received a nomination letter from Dongfeng Motor, a Top 3 domestic automaker, inApril 2022, indicating that Dongfeng Motor intends to adopt Apollo Self Driving (ANP, AVP, HD Map) in one of its popular models. This followed the nomination letter from BYD earlier this year.</li><li>OnApril 28th2022,Apollo Gowas granted the permits to provide driverless ride hailing services on public roads of theYizhuangregion of Beijing. Apollo also received the first permits inChongqingto conduct driverless testing onMay 20th, 2022.</li><li>Apollo Goprovided 196K rides in the first quarter of 2022.</li><li>Apollo Gois now available in ten cities, includingBeijing,Shanghai,Guangzhou,Shenzhen,Chongqing,Changsha, Cangzhou, Yangquan,Wuzhen Water Townin Jiaxing andWuhan.Apollo Goexpanded intoWuzhen Water Townin Jiaxing onMarch 26, 2022andWuhanonMay 10, 2022.</li></ul><p><i>Other Growth Initiatives</i></p><ul><li>Xiaodu again ranked No.1 in smart display shipments globally for 2021, according to Strategy Analytics and Canalys. Xiaodu continues to be ranked No.1 in smart speaker shipments inChinafor 2021, according to Strategy Analytics, IDC and Canalys.</li></ul><p><i>Mobile Ecosystem</i></p><ul><li>In March, Baidu App&#39;s MAUs reached 632 million, up 13% year over year, and daily logged in users reached 83%.</li><li>In March, Baidu Smart Mini Program (&#34;SMPs&#34;) MAUs reached 508 million, up 22% year over year, and the number of SMPs grew by 26% year over year.</li><li>Revenue from Managed Page grew by 31% and reached 47% of Baidu Core&#39;s online marketing revenue in the first quarter of 2022.</li></ul><p><i>iQIYI</i></p><ul><li>iQIYI&#39;s average daily number of total subscribing members for the quarter was 101 million, compared to 105 million for the first quarter of 2021 and 97 million for the fourth quarter of 2021.</li></ul></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09888":"百度集团-SW","BIDU":"百度"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165852154","content_text":"Baidu, Inc.(NASDAQ: BIDU and HKEX: 9888) , a leading AI company with strong Internet foundation, today announced its unaudited financial results for the first quarter endedMarch 31, 2022.Baidu Inc surpassed quarterly revenue estimates on Thursday as a resurgence of COVID-19 in China and accompanying restrictions drove up demand for its cloud and artificial intelligence products.The company - Google's equivalent in China - has expanded aggressively into cloud services, robotaxis and autonomous driving in recent years as competition rises for its core search platform and advertisement business.It last month received permits to deploy robotaxis without humans in the driving seat on open Chinese roads for the first time.Total revenue came in at 28.41 billion yuan ($4.22 billion) in the first quarter, compared with analysts' average estimate of 27.82 billion yuan, according to IBES data from Refinitiv.Net loss attributable to Baidu fell to 885 million yuan, or 2.87 yuan per American Depository Share (ADS), in the quarter ended March 31, compared with a profit of 25.65 billion yuan, or 73.76 yuan per ADS, a year earlier.Baidu shares gained nearly 4% after reporting quarterly results.\"Baidu delivered solid first quarter results, especially with regard to our cloud and intelligent driving businesses. Baidu AI Cloud reported another quarter of strong revenue growth andApollo Gowas granted the first permit inChinato provide driverless ride-hailing services on public roads inBeijing,\" saidRobin Li, Co-founder and CEO of Baidu. \"Since mid-March, our business has been negatively impacted by the recent COVID-19 resurgence inChina. Although challenges related to the virus continue to pressure our near term business operations, we remain confident that our new AI businesses will boost the long-term growth of Baidu and contribute toChina'sinnovation-driven economy and sustainable development.\"\"Revenues from Baidu Core remained healthy with non-ad revenues increasing by 35% year over year, driven by Baidu AI Cloud, which grew 45% year over year in the quarter,\" saidRong Luo, CFO of Baidu. \"Looking ahead, we remain committed to quality revenue growth and an enduring business model. In addition, we will further enhance our overall operational efficiency to drive long-term growth.\"First Quarter 2022 Financial HighlightsOperational HighlightsCorporateBaidu released its annual ESG Report in May 2022, which details Baidu's ESG policies and sustainability initiatives (http://esg.baidu.com/en/esg_download.html).AI CloudPaddlePaddle developer community has grown to 4.77 million and has served 180,000 businesses and created 560,000 models, as ofMay 20, 2022.Baidu ACE smart transportation has been adopted by 41 cities, up from 16 cities a year ago, based on contract value of overRMB10 million, as of the end of the first quarter of 2022.Intelligent DrivingBaidu received a nomination letter from Dongfeng Motor, a Top 3 domestic automaker, inApril 2022, indicating that Dongfeng Motor intends to adopt Apollo Self Driving (ANP, AVP, HD Map) in one of its popular models. This followed the nomination letter from BYD earlier this year.OnApril 28th2022,Apollo Gowas granted the permits to provide driverless ride hailing services on public roads of theYizhuangregion of Beijing. Apollo also received the first permits inChongqingto conduct driverless testing onMay 20th, 2022.Apollo Goprovided 196K rides in the first quarter of 2022.Apollo Gois now available in ten cities, includingBeijing,Shanghai,Guangzhou,Shenzhen,Chongqing,Changsha, Cangzhou, Yangquan,Wuzhen Water Townin Jiaxing andWuhan.Apollo Goexpanded intoWuzhen Water Townin Jiaxing onMarch 26, 2022andWuhanonMay 10, 2022.Other Growth InitiativesXiaodu again ranked No.1 in smart display shipments globally for 2021, according to Strategy Analytics and Canalys. Xiaodu continues to be ranked No.1 in smart speaker shipments inChinafor 2021, according to Strategy Analytics, IDC and Canalys.Mobile EcosystemIn March, Baidu App's MAUs reached 632 million, up 13% year over year, and daily logged in users reached 83%.In March, Baidu Smart Mini Program (\"SMPs\") MAUs reached 508 million, up 22% year over year, and the number of SMPs grew by 26% year over year.Revenue from Managed Page grew by 31% and reached 47% of Baidu Core's online marketing revenue in the first quarter of 2022.iQIYIiQIYI's average daily number of total subscribing members for the quarter was 101 million, compared to 105 million for the first quarter of 2021 and 97 million for the fourth quarter of 2021.","news_type":1,"symbols_score_info":{"BIDU":0.9,"09888":0.9}},"isVote":1,"tweetType":1,"viewCount":1535,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9029866512,"gmtCreate":1652754747236,"gmtModify":1676535155766,"author":{"id":"3582520228861009","authorId":"3582520228861009","name":"CPCat","avatar":"https://static.tigerbbs.com/3bafaf3d39abfb78a4bedf785310721a","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3582520228861009","idStr":"3582520228861009"},"themes":[],"htmlText":"SE will rise again!","listText":"SE will rise again!","text":"SE will rise again!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9029866512","repostId":"1106707720","repostType":2,"repost":{"id":"1106707720","kind":"news","pubTimestamp":1652752978,"share":"https://ttm.financial/m/news/1106707720?lang=en_US&edition=fundamental","pubTime":"2022-05-17 10:02","market":"us","language":"en","title":"One-Time Richest Singapore Tycoon Has Lost 80% of His Fortune","url":"https://stock-news.laohu8.com/highlight/detail?id=1106707720","media":"Bloomberg","summary":"Forrest Li is no longer among the world’s 500 richest peopleCompany will post a record quarterly los","content":"<div>\n<p>Forrest Li is no longer among the world’s 500 richest peopleCompany will post a record quarterly loss, analysts estimateForrest LiPhotographer: Wei Leng Tay/BloombergJust a few months ago, Forrest Li ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-05-16/sea-founder-loses-17-billion-in-one-of-tech-s-biggest-wipeouts?srnd=markets-vp\">Source Link</a>\n\n</div>\n","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>One-Time Richest Singapore Tycoon Has Lost 80% of His Fortune</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\">\nOne-Time Richest Singapore Tycoon Has Lost 80% of His Fortune\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-17 10:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-05-16/sea-founder-loses-17-billion-in-one-of-tech-s-biggest-wipeouts?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Forrest Li is no longer among the world’s 500 richest peopleCompany will post a record quarterly loss, analysts estimateForrest LiPhotographer: Wei Leng Tay/BloombergJust a few months ago, Forrest Li ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-05-16/sea-founder-loses-17-billion-in-one-of-tech-s-biggest-wipeouts?srnd=markets-vp\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"https://www.bloomberg.com/news/articles/2022-05-16/sea-founder-loses-17-billion-in-one-of-tech-s-biggest-wipeouts?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106707720","content_text":"Forrest Li is no longer among the world’s 500 richest peopleCompany will post a record quarterly loss, analysts estimateForrest LiPhotographer: Wei Leng Tay/BloombergJust a few months ago, Forrest Li had a $22 billion fortune and was the richest person in Singapore. Now he’s emerging as one of the biggest losers from a market crash that’s wiped more than $1 trillion from the net worth of the world’s 500 richest people this year.It’s been a litany of unfortunate events for the Sea Ltd. founder: The tech selloff, the shutdown of its main e-commerce operation in India and disappointing earnings have tanked the company’s American depository receipts more than 80% from a peak in October. He’s still rich -- worth $4.7 billion, according to the Bloomberg Billionaires Index -- but no longer enough to make the cutoff for the top 500 on the planet.Traders are preparing for more bad news. The company, which is scheduled to report first-quarter earnings later Tuesday, is expected to post a record loss of more than $740 million, according to the average analyst estimate compiled by Bloomberg. Sea’s net loss had already widened in the final three months of last year as the firm sped up its expansion.The downfall showcases the vulnerability of the quick wealth creation from the early stages of the Covid-19 pandemic -- when tech giants benefited from greater demand for their services such as Sea’s e-commerce and gaming. Higher interest rates and the tensions surrounding the war in Ukraine are further hurting growth stocks.“Sea is going to see increasing challenges in 2022,” said Shawn Yang, managing director at Blue Lotus Capital, an independent equity research firm in Hong Kong that cut the stock’s target price to $105 from $180 on May 10.The company’s e-commerce sales, its main source of revenue, could come short of its annual guidance of $8.9 billion to $9.1 billion as it faces intensifying competition from rivals including Alibaba Group Holding Ltd. and as consumers return to offline stores with the easing of Covid restrictions, Yang said.A Sea representative declined to comment for this story.Beyond Li, many tech entrepreneurs who saw their wealth rise on the back of the pandemic-induced growth are being hit hard by the market selloff. Eric Yuan, chief executive officer of Zoom Video Communications Inc., has lost $4.4 billion of wealth this year, while the fortune of Amazon.com Inc.’s Jeff Bezos, the world’s second-richest person, is down almost $58 billion. Ernie Garcia II and Ernie Garcia III, the father-son duo that runs used-car company Carvana Co., have shed $15 billion combined.Sea’s valuation collapse prompted the usually low-profile Li to reach out to his employees in March. In a 900-word internal memo, he told them not to fear and that while the drop is painful, “this is short-term pain that we have to endure to truly maximize our long-term potential.”Analysts generally remain optimistic about Sea’s future even though the stock fell to a two-year low earlier this month. Of the 38 analysts tracked by Bloomberg covering it, 34 recommend buying it. The company’s valuation may begin to rebound as prospects improve with its geographical expansion, according to Nathan Naidu, an analyst with Bloomberg Intelligence.For now, though, the shares remain volatile. After a 32% rebound amid a tech rally in the last two days of last week, they dropped 6.7% Monday. Gang Ye, one of the other company founders, has lost $4.3 billion in wealth this year, while David Chen is no longer a billionaire.“In the current economic environment, the level of anxiety about the effects of anticipated rate hikes by the Fed, along with rising inflation and impact from the Russian - Ukraine war just aren’t good for risky assets such as tech stocks,” BI’s Naidu said.","news_type":1,"symbols_score_info":{"SE":0.9}},"isVote":1,"tweetType":1,"viewCount":1137,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9020431163,"gmtCreate":1652670708352,"gmtModify":1676535138182,"author":{"id":"3582520228861009","authorId":"3582520228861009","name":"CPCat","avatar":"https://static.tigerbbs.com/3bafaf3d39abfb78a4bedf785310721a","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3582520228861009","idStr":"3582520228861009"},"themes":[],"htmlText":"Hope this comes true","listText":"Hope this comes true","text":"Hope this comes true","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9020431163","repostId":"2235462575","repostType":4,"isVote":1,"tweetType":1,"viewCount":1414,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9067781788,"gmtCreate":1652511004644,"gmtModify":1676535114938,"author":{"id":"3582520228861009","authorId":"3582520228861009","name":"CPCat","avatar":"https://static.tigerbbs.com/3bafaf3d39abfb78a4bedf785310721a","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3582520228861009","idStr":"3582520228861009"},"themes":[],"htmlText":"Hope it's not going to be one hit wonder&nbsp; &nbsp;","listText":"Hope it's not going to be one hit wonder&nbsp; &nbsp;","text":"Hope it's not going to be one hit wonder","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9067781788","repostId":"1103124585","repostType":2,"repost":{"id":"1103124585","kind":"news","pubTimestamp":1652489489,"share":"https://ttm.financial/m/news/1103124585?lang=en_US&edition=fundamental","pubTime":"2022-05-14 08:51","market":"us","language":"en","title":"Did Rivian Just Spark a Huge Comeback for Electric Vehicle Stocks?","url":"https://stock-news.laohu8.com/highlight/detail?id=1103124585","media":"investorplace","summary":"They caught fire, paced by better-than-expected business updates from EV makers Lordstown Motors (Na","content":"<div>\n<p>They caught fire, paced by better-than-expected business updates from EV makers Lordstown Motors (Nasdaq:RIDE) and Rivian (Nasdaq:RIVN). Most electric vehicle stocks popped more than 10% yesterday, ...</p>\n\n<a href=\"https://investorplace.com/hypergrowthinvesting/2022/05/did-rivian-just-spark-a-huge-comeback-for-electric-vehicle-stocks/\">Source Link</a>\n\n</div>\n","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Did Rivian Just Spark a Huge Comeback for Electric Vehicle Stocks?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDid Rivian Just Spark a Huge Comeback for Electric Vehicle Stocks?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-14 08:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/hypergrowthinvesting/2022/05/did-rivian-just-spark-a-huge-comeback-for-electric-vehicle-stocks/><strong>investorplace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>They caught fire, paced by better-than-expected business updates from EV makers Lordstown Motors (Nasdaq:RIDE) and Rivian (Nasdaq:RIVN). Most electric vehicle stocks popped more than 10% yesterday, ...</p>\n\n<a href=\"https://investorplace.com/hypergrowthinvesting/2022/05/did-rivian-just-spark-a-huge-comeback-for-electric-vehicle-stocks/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RIVN":"Rivian Automotive, Inc."},"source_url":"https://investorplace.com/hypergrowthinvesting/2022/05/did-rivian-just-spark-a-huge-comeback-for-electric-vehicle-stocks/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103124585","content_text":"They caught fire, paced by better-than-expected business updates from EV makers Lordstown Motors (Nasdaq:RIDE) and Rivian (Nasdaq:RIVN). Most electric vehicle stocks popped more than 10% yesterday, with Lordstown rallying 50% and Rivian surging 21%.To be sure, these huge rallies come on the heels of some major declines across the whole EV sector. Still, sales of electric vehicles across the globe continue to roar higher, and many of these companies are growing rapidly. This is all leading investors to ask: Is this the start of a major EV stock comeback?We think it could be. Here’s why.Rivian and Lordstown Reestablish Confidence in Electric Vehicle StocksEV stocks didn’t drop because electric vehicles stopped selling. Sales of electric vehicles in the U.S. in the first quarter of 2022 rose 60% year-over-year:Yet EV stocks dropped big in early 2022. Amid persistent supply chain disruptions and parts shortages, investors lost confidence in major EV players’ ability to hit production targets.But that confidence was reestablished yesterday, partly because of a positive business update from Lordstown. But it was mostly thanks to a great quarterly earnings report from Rivian.Late Tuesday night, Lordstown said that it had closed the sales of one of its manufacturing facilities to Foxconn. The sale injects $230 million onto Lordstown’s balance sheets. That’s critical — Lordstown was on the cusp of running out of cash. But with this new capital infusion, the company now has enough liquidity to commence commercial production in quarter three.In other words, Lordstown will hit its 2022 delivery targets — confidence reestablished.Meanwhile, Rivian provided an excellent business update on Tuesday afternoon as well. The company said that despite huge supply chain challenges, it’s on track to hits its 25,000-vehicle production target for 2022. Pre-orders are also ramping nicely, with the latest number at 90,000 reservations.In other words, Rivian will hit its 2022 delivery targets — confidence reestablished.This confidence boost at two EV manufacturing startups was good enough to light a fire under the entire industry.We don’t think that fire is going to die out anytime soon. We see electric vehicle stocks soaring from here into the end of the year.EV Stocks Are Wiped Out and Due for a Big ReboundPersistent supply chain concerns and fears about waning auto demand in a slowing economy have plagued the EV industry. And as such, electric vehicle stocks have been crushed so far in 2022.Now, though, they’re completely washed out — and due for a big rebound rally.Rivian, for example, was trading at 1X book value and 3X forward sales heading into its earnings report. That’s wild. This is a company that’s projected to grow sales by more than 3,000% this year, 250% in 2023, 110% the year after and 55% the year after that. And it was trading for just 1X book value and 3X forward sales!Talk about a bargain.But, as many seasoned investors will tell you, just because a stock is a bargain doesn’t mean it’s a buy. Cheap stocks can stay cheap for a long time. You need a catalyst to bring them back to life.Well, yesterday, we got that catalyst.EV makers — Rivian, in particular — are on track to hit 2022 targets, despite all the macroeconomic headwinds.This confirmation catalyst converged on dirt-cheap valuations across the sector and sparked some huge rallies in EV stocks.These rallies have some major runway ahead.Indeed, we think Rivian stock can more than double from current levels in a hurry. But Rivian isn’t even our favorite stock to buy for this huge EV comeback.The Final Word on Electric Vehicle StocksWe believe that the company with the best battery technology is going to win the electric vehicle arms race.After all, the quality of the battery determines everything about an EV. It dictates how far it can drive, how long it can last, how quickly it can recharge. The battery even affects how fast it can go.When it comes to EVs, the battery is everything. Therefore, the company that makes the best EV battery will make the best EV — and sell the most. And ultimately, it will emerge the winner of the electric vehicle arms race.Rivian makes a great battery. That’s why RIVN is a great EV stock to buy.But Rivian doesn’t make the best battery.Instead, that title is reserved for another tiny EV maker — one that could de-throne Tesla. And that company is the best EV stock to buy today.","news_type":1,"symbols_score_info":{"RIDE":0.9,"RIVN":0.9}},"isVote":1,"tweetType":1,"viewCount":1140,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9068430143,"gmtCreate":1651797357182,"gmtModify":1676534972104,"author":{"id":"3582520228861009","authorId":"3582520228861009","name":"CPCat","avatar":"https://static.tigerbbs.com/3bafaf3d39abfb78a4bedf785310721a","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3582520228861009","idStr":"3582520228861009"},"themes":[],"htmlText":"Been waiting for the upturn a long time... hope it continues!","listText":"Been waiting for the upturn a long time... hope it continues!","text":"Been waiting for the upturn a long time... hope it continues!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9068430143","repostId":"2233272158","repostType":4,"isVote":1,"tweetType":1,"viewCount":1440,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9068496854,"gmtCreate":1651797118379,"gmtModify":1676534971982,"author":{"id":"3582520228861009","authorId":"3582520228861009","name":"CPCat","avatar":"https://static.tigerbbs.com/3bafaf3d39abfb78a4bedf785310721a","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3582520228861009","idStr":"3582520228861009"},"themes":[],"htmlText":"What's a good level to enter TSLA?","listText":"What's a good level to enter TSLA?","text":"What's a good level to enter TSLA?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9068496854","repostId":"1181701637","repostType":4,"repost":{"id":"1181701637","kind":"news","pubTimestamp":1651796647,"share":"https://ttm.financial/m/news/1181701637?lang=en_US&edition=fundamental","pubTime":"2022-05-06 08:24","market":"us","language":"en","title":"TSLA Stock Is Down Today But Giga Berlin Growth Means Gains Are Ahead","url":"https://stock-news.laohu8.com/highlight/detail?id=1181701637","media":"InvestorPlace","summary":"Recently, Tesla(NASDAQ:TSLA) celebrated the opening of Gigafactory Berlin. The highly anticipated ev","content":"<div>\n<p>Recently, Tesla(NASDAQ:TSLA) celebrated the opening of Gigafactory Berlin. The highly anticipated event sent TSLA stock revving up as investors prepared for the electric vehicle(EV) company’s ...</p>\n\n<a href=\"https://investorplace.com/2022/05/tsla-stock-is-down-today-but-giga-berlin-growth-means-gains-are-ahead/\">Source Link</a>\n\n</div>\n","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>TSLA Stock Is Down Today But Giga Berlin Growth Means Gains Are Ahead</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\">\nTSLA Stock Is Down Today But Giga Berlin Growth Means Gains Are Ahead\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-06 08:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/05/tsla-stock-is-down-today-but-giga-berlin-growth-means-gains-are-ahead/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Recently, Tesla(NASDAQ:TSLA) celebrated the opening of Gigafactory Berlin. The highly anticipated event sent TSLA stock revving up as investors prepared for the electric vehicle(EV) company’s ...</p>\n\n<a href=\"https://investorplace.com/2022/05/tsla-stock-is-down-today-but-giga-berlin-growth-means-gains-are-ahead/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://investorplace.com/2022/05/tsla-stock-is-down-today-but-giga-berlin-growth-means-gains-are-ahead/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181701637","content_text":"Recently, Tesla(NASDAQ:TSLA) celebrated the opening of Gigafactory Berlin. The highly anticipated event sent TSLA stock revving up as investors prepared for the electric vehicle(EV) company’s expansion into Europe. It didn’t take long for the factory to begin production, either. However, CEO Elon Musk is now already looking to expand the facility further. Specifically, Tesla is moving to acquire a large plot of land directly adjacent to the facility. That has both investors and consumers watching closely.Despite this positive potential catalyst, TSLA stock has been declining today. Shares began the day by sliding into the red and have made no progress since. As of this writing, TSLA is down more than 8%. Although its pattern does hint at a rebound, the stock will likely end the day in the red.That said, investors should note that there are several other factors outside of the company pushing TSLA stock down. For one, the Federal Reserve announced another interest rate hike yesterday. This has triggered a massive market selloff, sending many large cap stocks plunging across the board. Bearish energy is also surrounding Big Tech; names like Amazon(NASDAQ:AMZN) and Alphabet(NASDAQ:GOOG, NASDAQ:GOOGL) are dropping this week.With the Berlin expansion in motion, however, TSLA stock should pull back into the green soon enough.What’s Happening with TSLA Stock?To start, let’s take a closer look at Tesla’s pending land acquisition. Electrek obtained a statement that details the following:“The Tesla company is planning to massively expand its property in Grünheide (Oder-Spree) […] Accordingly, the company intends to purchase approximately 100 hectares of land located directly east of the Tesla site between the RE1 railway line and the L23 and L38 state roads.”At present, Gigafactory Berlin is located on 300 acres owned by Tesla. According to the report, however, Tesla plans to purchase the additional land for a train station and further storage areas. As of now, the plan is for a railway to transport supplies into the factory while also moving completed Tesla EVs out. While this has yet to be finalized and no official price for the land has been set, Electrek speculates that the purchase will amount to around 13 million euros (roughly $13.7 million).While details around this deal are still emerging, the purchase is unlikely to fall through. It also isn’t hard to see why the Berlin expansion makes sense for Tesla; the proposed railway would certainly help the company streamline production and churn out EVs at the new German facility. Throughout Europe, demand is only increasing— and Tesla is working hard to secure its market share.What It MeansThis Berlin deal isn’t the only recent expansion plan from Tesla. Specifically, the company has also confirmed plans to expand its Shanghai-based Gigafactory, ramping up production to 450,000 EVs per year. Tesla is clearly focused on shaping the Berlin facility in the same way, scaling production and upping efficiency. Once the deal is confirmed, TSLA stock should rise as the expansion boosts production.All this is in keeping with Tesla’s mission of maintaining its spot at the top of the EV sector. It’s not just the Shanghai plant that’s “back with a vengeance,” as Musk promised. It’s the entire company.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":1284,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":884299252,"gmtCreate":1631891127576,"gmtModify":1676530664100,"author":{"id":"3582520228861009","authorId":"3582520228861009","name":"CPCat","avatar":"https://static.tigerbbs.com/3bafaf3d39abfb78a4bedf785310721a","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3582520228861009","idStr":"3582520228861009"},"themes":[],"htmlText":"Agree. I think Ford will be a winner.","listText":"Agree. I think Ford will be a winner.","text":"Agree. I think Ford will be a winner.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/884299252","repostId":"2168788835","repostType":4,"isVote":1,"tweetType":1,"viewCount":968,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":156782409,"gmtCreate":1625236944401,"gmtModify":1703739188092,"author":{"id":"3582520228861009","authorId":"3582520228861009","name":"CPCat","avatar":"https://static.tigerbbs.com/3bafaf3d39abfb78a4bedf785310721a","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3582520228861009","idStr":"3582520228861009"},"themes":[],"htmlText":"The winner is the cloud providers. As a long term strategy, I think it is still better for Apple to build and own their cloud.","listText":"The winner is the cloud providers. As a long term strategy, I think it is still better for Apple to build and own their cloud.","text":"The winner is the cloud providers. As a long term strategy, I think it is still better for Apple to build and own their cloud.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/156782409","repostId":"2148803897","repostType":4,"isVote":1,"tweetType":1,"viewCount":1049,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":158346832,"gmtCreate":1625132187226,"gmtModify":1703736785128,"author":{"id":"3582520228861009","authorId":"3582520228861009","name":"CPCat","avatar":"https://static.tigerbbs.com/3bafaf3d39abfb78a4bedf785310721a","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3582520228861009","idStr":"3582520228861009"},"themes":[],"htmlText":"It is proof that we need to stick to our guns when we believe in something.","listText":"It is proof that we need to stick to our guns when we believe in something.","text":"It is proof that we need to stick to our guns when we believe in something.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/158346832","repostId":"1190114481","repostType":4,"repost":{"id":"1190114481","kind":"news","pubTimestamp":1625131868,"share":"https://ttm.financial/m/news/1190114481?lang=en_US&edition=fundamental","pubTime":"2021-07-01 17:31","market":"us","language":"en","title":"ARK Innovation Is Coming Back Strongly. Here’s a Trade to Exploit It.","url":"https://stock-news.laohu8.com/highlight/detail?id=1190114481","media":"Barrons","summary":"Cathie Wood, ARK Invest\nIt is time once more to consider getting on board Cathie Wood’s ARK Innovati","content":"<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d1a0419512750dfca0641b7307fd75d6\" tg-width=\"1260\" tg-height=\"840\"><span>Cathie Wood, ARK Invest</span></p>\n<p>It is time once more to consider getting on board Cathie Wood’s ARK Innovation exchange-traded fund.</p>\n<p>ARK Innovation (ticker: ARKK), which owns many of the stock market’s most controversial and most intriguing companies, seems to be on the cusp of entering a higher trading range after a month of troubles.</p>\n<p>The Innovation ETF is hovering around $130, a level that has often proved to be difficult for the fund to stay above for long. But the recent rotation back into technology—and away from value stocks that benefited from the seeming end of the pandemic—could give the ETF a push higher.</p>\n<p>Aggressive investors who want to wager on the potential breakout can consider an options strategy that pays them for agreeing to buy the fund at a lower price, while letting them participate in future gains.</p>\n<p>When the Innovation ETF was trading around $130, the September $129 put could be sold for about $9 and the September $132 call could be bought for about $7.70. The risk reversal—that is, selling a put and buying a call with a higher strike price but with the same expiration—essentially pays investors $1.30 for agreeing to buy the fund at $129 and to participate in advances above $132.</p>\n<p>If the fund is at $150 at expiration, the call is worth $28. Should the ARK Innovation ETF be at $129 or lower at the September expiration, investors are obligated to buy the fund at $129 even if the fund is trading sharply lower.</p>\n<p>To avoid buying the fund on a decline, investors could adjust the put in the options market and move it to a different expiration. Of course, if the fund advances, and is above the put strike at expiration, investors can keep the put premium.</p>\n<p>During the past 52 weeks, ARK Innovation has ranged from $69.18 to $159.70.</p>\n<p>The risk-reversal strategy represents the evolution of a mid-May suggestion for investors to consider selling puts on the Innovation ETF when it seemed the fund was facing real trouble.</p>\n<p>At the time, many of the fund’s holdings were weak and out of favor as investors were abandoning growth stocks that were defensive holdings during the pandemic, while buying value stocks that would benefit from the reopening of the economy.</p>\n<p>It seemed that many investors and market pundits were happy to see Wood struggle after the fund rose 153% in 2020. But we recommended that investors look past the difficulties and wager that Wood would prevail.</p>\n<p>Rather than wilting under the pressure, she made a surprising and gutsy move. Wood took advantage of the weakness and essentially bought more stock as prices declined. The fund owns many stocks with extraordinary potential and often even more extraordinary valuations. The fund is closely associated with&nbsp;Tesla(TLSA), its top holding, but the portfolio includes other companies that are also trying to reshape the world with technology, including&nbsp;Teladoc Health(TDOC), Square (SQ),Zoom Video Communications(ZOOM), and Spotify Technology (SPOT).</p>\n<p>The June $85 put that we suggested investors consider selling at $2.30 when the stock was around $102 just expired worthless. The Innovation ETF, meanwhile, just traded at its highest level in two months. Since mid-May, ARK Innovation has gained about 35%—and the fund could be on the cusp of a bullish breakout.</p>\n<p>The fund traded above $130 from early January until March, only to come under bearish pressures during the recent rotation. The suggested risk-reversal strategy expresses a view that the Innovation ETF will trade above $130 into the fall, moving beyond a price that has often marked upside resistance.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>ARK Innovation Is Coming Back Strongly. Here’s a Trade to Exploit It.</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\">\nARK Innovation Is Coming Back Strongly. Here’s a Trade to Exploit It.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-01 17:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/ark-innovation-is-coming-back-strongly-heres-a-trade-to-exploit-it-51625130000?mod=hp_LATEST><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cathie Wood, ARK Invest\nIt is time once more to consider getting on board Cathie Wood’s ARK Innovation exchange-traded fund.\nARK Innovation (ticker: ARKK), which owns many of the stock market’s most ...</p>\n\n<a href=\"https://www.barrons.com/articles/ark-innovation-is-coming-back-strongly-heres-a-trade-to-exploit-it-51625130000?mod=hp_LATEST\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ARKR":"Ark Restaurants Corp","TDOC":"Teladoc Health Inc.","ARKQ":"ARK Autonomous Technology & Robotics ETF","SPOT":"Spotify Technology S.A.","ARKG":"ARK Genomic Revolution ETF","TSLA":"特斯拉","ARKK":"ARK Innovation ETF","ZM":"Zoom","ARKF":"ARK Fintech Innovation ETF","ARKO":"ARKO Corp"},"source_url":"https://www.barrons.com/articles/ark-innovation-is-coming-back-strongly-heres-a-trade-to-exploit-it-51625130000?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190114481","content_text":"Cathie Wood, ARK Invest\nIt is time once more to consider getting on board Cathie Wood’s ARK Innovation exchange-traded fund.\nARK Innovation (ticker: ARKK), which owns many of the stock market’s most controversial and most intriguing companies, seems to be on the cusp of entering a higher trading range after a month of troubles.\nThe Innovation ETF is hovering around $130, a level that has often proved to be difficult for the fund to stay above for long. But the recent rotation back into technology—and away from value stocks that benefited from the seeming end of the pandemic—could give the ETF a push higher.\nAggressive investors who want to wager on the potential breakout can consider an options strategy that pays them for agreeing to buy the fund at a lower price, while letting them participate in future gains.\nWhen the Innovation ETF was trading around $130, the September $129 put could be sold for about $9 and the September $132 call could be bought for about $7.70. The risk reversal—that is, selling a put and buying a call with a higher strike price but with the same expiration—essentially pays investors $1.30 for agreeing to buy the fund at $129 and to participate in advances above $132.\nIf the fund is at $150 at expiration, the call is worth $28. Should the ARK Innovation ETF be at $129 or lower at the September expiration, investors are obligated to buy the fund at $129 even if the fund is trading sharply lower.\nTo avoid buying the fund on a decline, investors could adjust the put in the options market and move it to a different expiration. Of course, if the fund advances, and is above the put strike at expiration, investors can keep the put premium.\nDuring the past 52 weeks, ARK Innovation has ranged from $69.18 to $159.70.\nThe risk-reversal strategy represents the evolution of a mid-May suggestion for investors to consider selling puts on the Innovation ETF when it seemed the fund was facing real trouble.\nAt the time, many of the fund’s holdings were weak and out of favor as investors were abandoning growth stocks that were defensive holdings during the pandemic, while buying value stocks that would benefit from the reopening of the economy.\nIt seemed that many investors and market pundits were happy to see Wood struggle after the fund rose 153% in 2020. But we recommended that investors look past the difficulties and wager that Wood would prevail.\nRather than wilting under the pressure, she made a surprising and gutsy move. Wood took advantage of the weakness and essentially bought more stock as prices declined. The fund owns many stocks with extraordinary potential and often even more extraordinary valuations. The fund is closely associated with Tesla(TLSA), its top holding, but the portfolio includes other companies that are also trying to reshape the world with technology, including Teladoc Health(TDOC), Square (SQ),Zoom Video Communications(ZOOM), and Spotify Technology (SPOT).\nThe June $85 put that we suggested investors consider selling at $2.30 when the stock was around $102 just expired worthless. The Innovation ETF, meanwhile, just traded at its highest level in two months. Since mid-May, ARK Innovation has gained about 35%—and the fund could be on the cusp of a bullish breakout.\nThe fund traded above $130 from early January until March, only to come under bearish pressures during the recent rotation. The suggested risk-reversal strategy expresses a view that the Innovation ETF will trade above $130 into the fall, moving beyond a price that has often marked upside resistance.","news_type":1,"symbols_score_info":{"ARKR":0.9,"TDOC":0.9,"ARKO":0.9,"ARKQ":0.9,"ARKK":0.9,"TSLA":0.9,"ZM":0.9,"SQ":0.9,"SPOT":0.9,"ARKF":0.9,"ARKG":0.9}},"isVote":1,"tweetType":1,"viewCount":652,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9091418541,"gmtCreate":1643930030799,"gmtModify":1676533871622,"author":{"id":"3582520228861009","authorId":"3582520228861009","name":"CPCat","avatar":"https://static.tigerbbs.com/3bafaf3d39abfb78a4bedf785310721a","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3582520228861009","idStr":"3582520228861009"},"themes":[],"htmlText":"Finally... great news! Hope this lifts the e commerce stocks!","listText":"Finally... great news! Hope this lifts the e commerce stocks!","text":"Finally... great news! Hope this lifts the e commerce stocks!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9091418541","repostId":"2208739098","repostType":2,"repost":{"id":"2208739098","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1643925696,"share":"https://ttm.financial/m/news/2208739098?lang=en_US&edition=fundamental","pubTime":"2022-02-04 06:01","market":"hk","language":"en","title":"Amazon.com Q4 GAAP EPS $27.75 Up From $14.09 YoY","url":"https://stock-news.laohu8.com/highlight/detail?id=2208739098","media":"Benzinga","summary":"Amazon.com (NASDAQ:AMZN) reported quarterly earnings of $27.75 per share. This is a 96.95 percent increase over earnings of $14.09 per share from the same period last year.","content":"<html><body><p>Amazon.com (NASDAQ:AMZN) reported quarterly earnings of $27.75 per share. This is a 96.95 percent increase over earnings of $14.09 per share from the same period last year.</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>Amazon.com Q4 GAAP EPS $27.75 Up From $14.09 YoY</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\">\nAmazon.com Q4 GAAP EPS $27.75 Up From $14.09 YoY\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2022-02-04 06:01</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>Amazon.com (NASDAQ:AMZN) reported quarterly earnings of $27.75 per share. This is a 96.95 percent increase over earnings of $14.09 per share from the same period last year.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.benzinga.com/news/earnings/22/02/25408648/amazon-com-q4-gaap-eps-27-75-up-from-14-09-yoy","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2208739098","content_text":"Amazon.com (NASDAQ:AMZN) reported quarterly earnings of $27.75 per share. This is a 96.95 percent increase over earnings of $14.09 per share from the same period last year.","news_type":1,"symbols_score_info":{"AMZN":1}},"isVote":1,"tweetType":1,"viewCount":1406,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9086144967,"gmtCreate":1650425783490,"gmtModify":1676534722158,"author":{"id":"3582520228861009","authorId":"3582520228861009","name":"CPCat","avatar":"https://static.tigerbbs.com/3bafaf3d39abfb78a4bedf785310721a","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3582520228861009","idStr":"3582520228861009"},"themes":[],"htmlText":"I'm still bullish on SE. looking at 200+ level...","listText":"I'm still bullish on SE. looking at 200+ level...","text":"I'm still bullish on SE. looking at 200+ level...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9086144967","repostId":"1176489698","repostType":2,"isVote":1,"tweetType":1,"viewCount":971,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4097112435042780","authorId":"4097112435042780","name":"Andrew cub","avatar":"https://static.tigerbbs.com/b5a04c94ed8355d7edc5ccec2886a154","crmLevel":12,"crmLevelSwitch":1,"authorIdStr":"4097112435042780","idStr":"4097112435042780"},"content":"Agreed-SEA south east asia","text":"Agreed-SEA south east asia","html":"Agreed-SEA south east asia"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":146760604,"gmtCreate":1626099664308,"gmtModify":1703753421013,"author":{"id":"3582520228861009","authorId":"3582520228861009","name":"CPCat","avatar":"https://static.tigerbbs.com/3bafaf3d39abfb78a4bedf785310721a","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3582520228861009","idStr":"3582520228861009"},"themes":[],"htmlText":"Well written article. Just need to look at the part on fundamentals of the stock. Says it all...","listText":"Well written article. Just need to look at the part on fundamentals of the stock. Says it all...","text":"Well written article. Just need to look at the part on fundamentals of the stock. Says it all...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/146760604","repostId":"2150580297","repostType":4,"isVote":1,"tweetType":1,"viewCount":590,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4087548111350430","authorId":"4087548111350430","name":"CIA18","avatar":"https://static.tigerbbs.com/a6b502e4c37997c0d3c98b778a333098","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"4087548111350430","idStr":"4087548111350430"},"content":"No 2 is wrong. Shorts have to cover if not it will become an FTD","text":"No 2 is wrong. Shorts have to cover if not it will become an FTD","html":"No 2 is wrong. Shorts have to cover if not it will become an FTD"},{"author":{"id":"3581985274026406","authorId":"3581985274026406","name":"Skai","avatar":"https://community-static.tradeup.com/news/895ee4bbfa814435328502a50bbee0a7","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"3581985274026406","idStr":"3581985274026406"},"content":"Fundamentally, AMC is growing stronger everyday. Just need to read the real news instead of all the FUDs.","text":"Fundamentally, AMC is growing stronger everyday. Just need to read the real news instead of all the FUDs.","html":"Fundamentally, AMC is growing stronger everyday. Just need to read the real news instead of all the FUDs."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9015748589,"gmtCreate":1649558183469,"gmtModify":1676534530076,"author":{"id":"3582520228861009","authorId":"3582520228861009","name":"CPCat","avatar":"https://static.tigerbbs.com/3bafaf3d39abfb78a4bedf785310721a","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3582520228861009","idStr":"3582520228861009"},"themes":[],"htmlText":"Nice bites if info","listText":"Nice bites if info","text":"Nice bites if info","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9015748589","repostId":"1148267541","repostType":2,"isVote":1,"tweetType":1,"viewCount":699,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":839453452,"gmtCreate":1629176099176,"gmtModify":1676529954555,"author":{"id":"3582520228861009","authorId":"3582520228861009","name":"CPCat","avatar":"https://static.tigerbbs.com/3bafaf3d39abfb78a4bedf785310721a","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3582520228861009","idStr":"3582520228861009"},"themes":[],"htmlText":"NIO should be one of the winners in China's EV market. Hold on tight!","listText":"NIO should be one of the winners in China's EV market. Hold on tight!","text":"NIO should be one of the winners in China's EV market. Hold on tight!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/839453452","repostId":"1144644937","repostType":4,"repost":{"id":"1144644937","kind":"news","pubTimestamp":1629172442,"share":"https://ttm.financial/m/news/1144644937?lang=en_US&edition=fundamental","pubTime":"2021-08-17 11:54","market":"us","language":"en","title":"Strong Execution Makes NIO A Buy","url":"https://stock-news.laohu8.com/highlight/detail?id=1144644937","media":"seekingalpha","summary":"Summary\n\nNIO’s Q2’21 earnings card was impressive with revenues and deliveries growing by more than ","content":"<p><b>Summary</b></p>\n<ul>\n <li>NIO’s Q2’21 earnings card was impressive with revenues and deliveries growing by more than 100% during the pandemic.</li>\n <li>NIO’s losses are decreasing rapidly. The EV maker is expected to be profitable in FY 2023.</li>\n <li>NIO raised its outlook, now expects to deliver up to 25,000 vehicles in Q3'21.</li>\n <li>Beijing’s hardening crackdown on Chinese companies may affect the market’s confidence in EV makers like NIO.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ff1eeeef73ef23263b4f26ede659c03e\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>SimonSkafar/E+ via Getty Images</span></p>\n<p>Despite surging revenues, narrowing losses and a strong outlook for Q3'21, shares of electric vehicle start-up NIO(NYSE:NIO)dropped after earnings. NIO's business is gaining momentum and the EV maker does a great job executing on its business plan.</p>\n<p><b>NIO continued to grow rapidly in Q2'21</b></p>\n<p>Competition in the Chinese market is increasing and EV makers continue to ramp up production and deliveries. NIO,XPeng(NYSE:XPEV)and Li Auto(NASDAQ:LI)&nbsp;saw&nbsp;record deliveries&nbsp;for the month of July and all three companies are now delivering about 8,000 vehicles each month. NIO's delivery growth was not as strong as the growth rates of its direct rivals, but a 124.5% Y/Y delivery growth rate in July is hard to criticize.</p>\n<p>NIO is even harder to criticize after it revealed its Q2'21 earnings card last week… which showed soaring revenues and narrowing losses. NIO's second-quarter showed 127.2% revenue growth over last year as the company recorded 8.45B Chinese Yuan in Q2'21 revenues ($1.31B). NIO's revenue surge is linked to the production ramp up of its various sport utility vehicles, soaring delivery growth rates despite challenges posed by the Coronavirus pandemic, and a denser product mix.</p>\n<p>In Q2'21, NIO delivered 21,896 vehicles of which 9,935 were ES6s, 7,528 were EC6s and 4,433 were ES8s. Total deliveries in Q2'21 surpassed Q2'20 deliveries by 111.9% as NIO was able to grow production despite a semiconductor supply shortage that limited factory output in the first six months of the year. NIO also revealed that it had a gross profit of 1.57B Chinese Yuan ($243.8 million) in Q2'21, showing 402.7% growth Y/Y. NIO executed its business plan very well over the last year and the growth in revenues, deliveries and gross profit is impressive.</p>\n<p>However, NIO is still not profitable. But since the EV maker is still in the ramp up stage and prepared to enter the sedan market in 2022 with its new P7 sedan model, NIO perhaps should not be expected to make a profit yet. Factory output and delivery growth are two metrics that are far more important for NIO and other EV makers than net profits.</p>\n<p>NIO's Q2'21 net loss was 587.2 million Chinese Yuan (US$90.9 million), but losses declined by 50% compared to last year's second-quarter. The loss per American Depositary Share/ADS was 0.42 Chinese Yuan which is the equivalent of 7 cents. NIO had a loss per ADS share of 1.15 Chinese Yuan (16 cents) in Q2'20. Estimates called for an 8 cent per ADS share loss on $1.28B in sales, meaning NIO's actual revenues were higher and losses were lower than expected.</p>\n<p>NIO's revenues keep increasing while losses keep narrowing...</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c460516ba75f4c50f6725956d825a4c4\" tg-width=\"635\" tg-height=\"433\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p><b>Outlook</b></p>\n<p>NIO expects continual strength in its business as demand for electric SUVs remains high. For the third quarter, NIO expects to deliver between 23,000 and 25,000 vehicles as factory output increases and semiconductors start to see a better flow again. NIO's delivery range implies a minimum of 5% Q/Q growth in deliveries. I believe NIO could outperform its own delivery guidance if the semiconductor supply shortage eases and production choke points in Q3'21 are removed. Third-quarter revenues are expected to fall into a range of 8.91B Chinese Yuan ($1.38B) and 9.63B Chinese Yuan ($1.49B). NIO's guidance implies at least 96.9% Y/Y and 5.5% Q/Q growth in its top line.</p>\n<p>The outlook is very strong, considering that competition in the EV market is increasing and that automobile production is still hampered by the semiconductor supply shortage. NIO may not be growing as fast asXPeng or Li Auto in the short term, but NIO's business results and outlook are impressive in many ways: Doubling revenues and deliveries during the pandemic year is an achievement in itself and NIO is on a clear path to profitability... if it continues to execute its business plan well.</p>\n<p><b>NIO: It's all about growth</b></p>\n<p>NIO is not profitable, and despite narrowing losses, profits should not be expected in the short term. NIO is estimated to reach profitability in 2023, which is beforeXPeng (2024) and after Li Auto (2022). Purely from a sales growth perspective, Li Auto may be the best as the EV maker has a much lower price-to-sales ratio thanXPeng and NIO.</p>\n<p>XPeng is now more expensive than NIO, likely becauseXPeng is growing deliveries faster than NIO. However, NIO's battery-as-a-service subscription model and large investments in the expansion of its battery charging and replacement station network are set to boost NIO's revenue growth significantly this decade.</p>\n<p>BaaS-related revenues could result in an additional&nbsp;$500M or more in revenues annually for NIO by 2025. NIO's battery subscription model is a key differentiating factor.</p>\n<table>\n <tbody>\n  <tr>\n   <td><p>Market Cap</p></td>\n   <td><p>FY 2021 Est. Revenues</p></td>\n   <td><p>P-S Ratio</p></td>\n   <td><p>FY 2021 Est. EPS</p></td>\n   <td><p>P-E Ratio</p></td>\n   <td><p>Est. Year of Reaching Profitability</p></td>\n  </tr>\n  <tr>\n   <td><p>NIO</p></td>\n   <td><p>$67.22</p></td>\n   <td><p>$5.41</p></td>\n   <td><p>12.43</p></td>\n   <td><p>-$0.54</p></td>\n   <td><p>-</p></td>\n   <td><p>2023</p></td>\n  </tr>\n  <tr>\n   <td><p>XPeng</p></td>\n   <td><p>$34.20</p></td>\n   <td><p>$2.32</p></td>\n   <td><p>14.74</p></td>\n   <td><p>-$0.72</p></td>\n   <td><p>-</p></td>\n   <td><p>2024</p></td>\n  </tr>\n  <tr>\n   <td><p>Li Auto</p></td>\n   <td><p>$25.94</p></td>\n   <td><p>$3.10</p></td>\n   <td><p>8.37</p></td>\n   <td><p>-$0.10</p></td>\n   <td><p>-</p></td>\n   <td><p>2022</p></td>\n  </tr>\n </tbody>\n</table>\n<p>(Source: Author)</p>\n<p><b>Risks with NIO</b></p>\n<p>Despite strong business performance in Q2'21 and record deliveries, shares of NIO have retreated lately as the market adopted a 'wait-and-see' approach regarding China-based companies. This is because the Chinese government is increasingly assertive and has started to crack down on various sectors of the economy, specifically the E-Commerce, technology and social media sectors.</p>\n<p>This accelerating government intervention is reducing the appeal of Chinese companies for US investors… although the risk of regulatory intervention in the electric vehicle market is low. Beijing promotes the adoption of EVs heavily and targets a 20% share of EVs by 2025… which makes it unlikely that the electric vehicle sector experiences the same crackdown as other sectors. However, Beijing getting more involved in the economy is not exactly helping the image of Chinese stocks in the US.</p>\n<p>Additionally, companies that list on an American exchange indirectly through American Depositary Shares - like NIO - don't have to submit audited financial statements to a US regulator. This means that the market depends on unaudited financial statements and a good amount of trust when it comes to investing in China-based electric vehicle companies.</p>\n<p>An interventionist Chinese government and the fact that China-based companies don't go through a rigorous process that makes sure that financial statements can be relied upon, are two big issues that may weigh on shares of NIO going forward. A de-listing of Chinese EV makers would be the worst outcome. In the case of a de-listing of China-based companies from US exchanges, NIO would become uninvestable. Right now, this is not the case and the risk of a complete de-listing is not high. However, if US-China relations deteriorate, NIO could face headwinds.</p>\n<p><b>Final thoughts</b></p>\n<p>NIO had a great second-quarter that saw soaring revenues during the pandemic, narrower losses and a strong outlook for Q3'21… with potential upside in factory output as the semiconductor shortage eases.</p>\n<p>Losses are narrowing rapidly which means NIO could be profitable in FY 2023. Business performance is supported by strong execution and NIO will continue to grow rapidly. NIO's shares are a buy!</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Strong Execution Makes NIO A Buy</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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\">\nStrong Execution Makes NIO A Buy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-17 11:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4449836-strong-execution-makes-nio-a-buy><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nNIO’s Q2’21 earnings card was impressive with revenues and deliveries growing by more than 100% during the pandemic.\nNIO’s losses are decreasing rapidly. The EV maker is expected to be ...</p>\n\n<a href=\"https://seekingalpha.com/article/4449836-strong-execution-makes-nio-a-buy\">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"},"source_url":"https://seekingalpha.com/article/4449836-strong-execution-makes-nio-a-buy","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144644937","content_text":"Summary\n\nNIO’s Q2’21 earnings card was impressive with revenues and deliveries growing by more than 100% during the pandemic.\nNIO’s losses are decreasing rapidly. The EV maker is expected to be profitable in FY 2023.\nNIO raised its outlook, now expects to deliver up to 25,000 vehicles in Q3'21.\nBeijing’s hardening crackdown on Chinese companies may affect the market’s confidence in EV makers like NIO.\n\nSimonSkafar/E+ via Getty Images\nDespite surging revenues, narrowing losses and a strong outlook for Q3'21, shares of electric vehicle start-up NIO(NYSE:NIO)dropped after earnings. NIO's business is gaining momentum and the EV maker does a great job executing on its business plan.\nNIO continued to grow rapidly in Q2'21\nCompetition in the Chinese market is increasing and EV makers continue to ramp up production and deliveries. NIO,XPeng(NYSE:XPEV)and Li Auto(NASDAQ:LI) saw record deliveries for the month of July and all three companies are now delivering about 8,000 vehicles each month. NIO's delivery growth was not as strong as the growth rates of its direct rivals, but a 124.5% Y/Y delivery growth rate in July is hard to criticize.\nNIO is even harder to criticize after it revealed its Q2'21 earnings card last week… which showed soaring revenues and narrowing losses. NIO's second-quarter showed 127.2% revenue growth over last year as the company recorded 8.45B Chinese Yuan in Q2'21 revenues ($1.31B). NIO's revenue surge is linked to the production ramp up of its various sport utility vehicles, soaring delivery growth rates despite challenges posed by the Coronavirus pandemic, and a denser product mix.\nIn Q2'21, NIO delivered 21,896 vehicles of which 9,935 were ES6s, 7,528 were EC6s and 4,433 were ES8s. Total deliveries in Q2'21 surpassed Q2'20 deliveries by 111.9% as NIO was able to grow production despite a semiconductor supply shortage that limited factory output in the first six months of the year. NIO also revealed that it had a gross profit of 1.57B Chinese Yuan ($243.8 million) in Q2'21, showing 402.7% growth Y/Y. NIO executed its business plan very well over the last year and the growth in revenues, deliveries and gross profit is impressive.\nHowever, NIO is still not profitable. But since the EV maker is still in the ramp up stage and prepared to enter the sedan market in 2022 with its new P7 sedan model, NIO perhaps should not be expected to make a profit yet. Factory output and delivery growth are two metrics that are far more important for NIO and other EV makers than net profits.\nNIO's Q2'21 net loss was 587.2 million Chinese Yuan (US$90.9 million), but losses declined by 50% compared to last year's second-quarter. The loss per American Depositary Share/ADS was 0.42 Chinese Yuan which is the equivalent of 7 cents. NIO had a loss per ADS share of 1.15 Chinese Yuan (16 cents) in Q2'20. Estimates called for an 8 cent per ADS share loss on $1.28B in sales, meaning NIO's actual revenues were higher and losses were lower than expected.\nNIO's revenues keep increasing while losses keep narrowing...\nData by YCharts\nOutlook\nNIO expects continual strength in its business as demand for electric SUVs remains high. For the third quarter, NIO expects to deliver between 23,000 and 25,000 vehicles as factory output increases and semiconductors start to see a better flow again. NIO's delivery range implies a minimum of 5% Q/Q growth in deliveries. I believe NIO could outperform its own delivery guidance if the semiconductor supply shortage eases and production choke points in Q3'21 are removed. Third-quarter revenues are expected to fall into a range of 8.91B Chinese Yuan ($1.38B) and 9.63B Chinese Yuan ($1.49B). NIO's guidance implies at least 96.9% Y/Y and 5.5% Q/Q growth in its top line.\nThe outlook is very strong, considering that competition in the EV market is increasing and that automobile production is still hampered by the semiconductor supply shortage. NIO may not be growing as fast asXPeng or Li Auto in the short term, but NIO's business results and outlook are impressive in many ways: Doubling revenues and deliveries during the pandemic year is an achievement in itself and NIO is on a clear path to profitability... if it continues to execute its business plan well.\nNIO: It's all about growth\nNIO is not profitable, and despite narrowing losses, profits should not be expected in the short term. NIO is estimated to reach profitability in 2023, which is beforeXPeng (2024) and after Li Auto (2022). Purely from a sales growth perspective, Li Auto may be the best as the EV maker has a much lower price-to-sales ratio thanXPeng and NIO.\nXPeng is now more expensive than NIO, likely becauseXPeng is growing deliveries faster than NIO. However, NIO's battery-as-a-service subscription model and large investments in the expansion of its battery charging and replacement station network are set to boost NIO's revenue growth significantly this decade.\nBaaS-related revenues could result in an additional $500M or more in revenues annually for NIO by 2025. NIO's battery subscription model is a key differentiating factor.\n\n\n\nMarket Cap\nFY 2021 Est. Revenues\nP-S Ratio\nFY 2021 Est. EPS\nP-E Ratio\nEst. Year of Reaching Profitability\n\n\nNIO\n$67.22\n$5.41\n12.43\n-$0.54\n-\n2023\n\n\nXPeng\n$34.20\n$2.32\n14.74\n-$0.72\n-\n2024\n\n\nLi Auto\n$25.94\n$3.10\n8.37\n-$0.10\n-\n2022\n\n\n\n(Source: Author)\nRisks with NIO\nDespite strong business performance in Q2'21 and record deliveries, shares of NIO have retreated lately as the market adopted a 'wait-and-see' approach regarding China-based companies. This is because the Chinese government is increasingly assertive and has started to crack down on various sectors of the economy, specifically the E-Commerce, technology and social media sectors.\nThis accelerating government intervention is reducing the appeal of Chinese companies for US investors… although the risk of regulatory intervention in the electric vehicle market is low. Beijing promotes the adoption of EVs heavily and targets a 20% share of EVs by 2025… which makes it unlikely that the electric vehicle sector experiences the same crackdown as other sectors. However, Beijing getting more involved in the economy is not exactly helping the image of Chinese stocks in the US.\nAdditionally, companies that list on an American exchange indirectly through American Depositary Shares - like NIO - don't have to submit audited financial statements to a US regulator. This means that the market depends on unaudited financial statements and a good amount of trust when it comes to investing in China-based electric vehicle companies.\nAn interventionist Chinese government and the fact that China-based companies don't go through a rigorous process that makes sure that financial statements can be relied upon, are two big issues that may weigh on shares of NIO going forward. A de-listing of Chinese EV makers would be the worst outcome. In the case of a de-listing of China-based companies from US exchanges, NIO would become uninvestable. Right now, this is not the case and the risk of a complete de-listing is not high. However, if US-China relations deteriorate, NIO could face headwinds.\nFinal thoughts\nNIO had a great second-quarter that saw soaring revenues during the pandemic, narrower losses and a strong outlook for Q3'21… with potential upside in factory output as the semiconductor shortage eases.\nLosses are narrowing rapidly which means NIO could be profitable in FY 2023. Business performance is supported by strong execution and NIO will continue to grow rapidly. NIO's shares are a buy!","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":904,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":805580397,"gmtCreate":1627891864119,"gmtModify":1703497295113,"author":{"id":"3582520228861009","authorId":"3582520228861009","name":"CPCat","avatar":"https://static.tigerbbs.com/3bafaf3d39abfb78a4bedf785310721a","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3582520228861009","idStr":"3582520228861009"},"themes":[],"htmlText":"Tonight's US market showing will be interesting.&nbsp;","listText":"Tonight's US market showing will be interesting.&nbsp;","text":"Tonight's US market showing will be interesting.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/805580397","repostId":"2156212196","repostType":4,"repost":{"id":"2156212196","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1627890622,"share":"https://ttm.financial/m/news/2156212196?lang=en_US&edition=fundamental","pubTime":"2021-08-02 15:50","market":"sh","language":"en","title":"China shares jump after worst month in nearly 3 years","url":"https://stock-news.laohu8.com/highlight/detail?id=2156212196","media":"Reuters","summary":"SSEC up 1.97%, CSI300 up 2.55%\nForeigners lend support as net buyers through Stock Connect\nNew Delta","content":"<ul>\n <li>SSEC up 1.97%, CSI300 up 2.55%</li>\n <li>Foreigners lend support as net buyers through Stock Connect</li>\n <li>New Delta variant virus cases continue to rise</li>\n <li>China government bond yields lowest in more than 1 year</li>\n</ul>\n<p>SHANGHAI, Aug 2 (Reuters) - Chinese shares jumped on Monday, with the benchmark indexes logging their biggest daily gains since May, as investors snapped up stocks battered by a sell-off last month.</p>\n<p>The Shanghai Composite index finished the day up 1.97% at 3,464.29 points and the blue-chip CSI300 index&nbsp;ended 2.55% higher. It was the biggest daily rise since May 25 for both indexes.</p>\n<p>The gains follow a near 5.5% fall for the CSI300 last week, capping its biggest monthly loss since October 2018 after a string of regulatory moves aimed at the after-school education, tech and property sectors.</p>\n<p>\"I think the China A-share market became an unnecessary victim of the recent regulatory events. The so-called 'clampdown' is really just on a few sectors and Chinese ADRs rather than A-shares in general,\" said Qi Wang, chief executive officer at MegaTrust Investment in Hong Kong.</p>\n<p>\"Seriously, what's the connection between closing down cram schools and people consuming more or less liquor, for example? I don't see any.\"</p>\n<p>Both the CSI300 and Shanghai Composite indexes had fallen around 1% in early trade on rising concerns over a domestic surge in Delta variant COVID-19 infections. China on Monday reported 98 new confirmed coronavirus cases in the mainland for the day earlier, the highest daily rise since Jan. 24.</p>\n<p>Those concerns also weighed on the fixed income market, where benchmark Chinese government bond <a href=\"https://laohu8.com/S/CGB.AU\">$(CGB.AU)$</a> yields dropped to their lowest level in more than a year. The most-traded CGB futures contract for September delivery ended up 0.23%.</p>\n<p>Adding to worries over the economic outlook, a private sector survey showed China's factory activity growth fell to a 15-month low in July.</p>\n<p>But by mid-morning, investors' focus shifted to the attractive valuations of stocks after last week's rout. The CSI300 financial sector sub-index finished up 2.2% and the consumer staples sector jumped 4.85%.</p>\n<p>Data from Refinitiv showed foreign investors were net buyers of A-shares on Monday, with inflows through the Northbound leg of the Stock Connect programme topping 9.55 billion yuan ($1.48 billion).</p>\n<p>\"We believe short-term volatility creates opportunities for long-term investors. The A-share market should resume an upward trajectory after domestic credit growth bottoms,\" Meng Lei, A-share strategist at UBS Securities said in an emailed comment.</p>\n<p>($1 = 6.4631 Chinese yuan)</p>\n<p>(Reporting by Andrew Galbraith; Editing by Sam Holmes and Amy Caren Daniel)</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>China shares jump after worst month in nearly 3 years</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\">\nChina shares jump after worst month in nearly 3 years\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-08-02 15:50</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<ul>\n <li>SSEC up 1.97%, CSI300 up 2.55%</li>\n <li>Foreigners lend support as net buyers through Stock Connect</li>\n <li>New Delta variant virus cases continue to rise</li>\n <li>China government bond yields lowest in more than 1 year</li>\n</ul>\n<p>SHANGHAI, Aug 2 (Reuters) - Chinese shares jumped on Monday, with the benchmark indexes logging their biggest daily gains since May, as investors snapped up stocks battered by a sell-off last month.</p>\n<p>The Shanghai Composite index finished the day up 1.97% at 3,464.29 points and the blue-chip CSI300 index&nbsp;ended 2.55% higher. It was the biggest daily rise since May 25 for both indexes.</p>\n<p>The gains follow a near 5.5% fall for the CSI300 last week, capping its biggest monthly loss since October 2018 after a string of regulatory moves aimed at the after-school education, tech and property sectors.</p>\n<p>\"I think the China A-share market became an unnecessary victim of the recent regulatory events. The so-called 'clampdown' is really just on a few sectors and Chinese ADRs rather than A-shares in general,\" said Qi Wang, chief executive officer at MegaTrust Investment in Hong Kong.</p>\n<p>\"Seriously, what's the connection between closing down cram schools and people consuming more or less liquor, for example? I don't see any.\"</p>\n<p>Both the CSI300 and Shanghai Composite indexes had fallen around 1% in early trade on rising concerns over a domestic surge in Delta variant COVID-19 infections. China on Monday reported 98 new confirmed coronavirus cases in the mainland for the day earlier, the highest daily rise since Jan. 24.</p>\n<p>Those concerns also weighed on the fixed income market, where benchmark Chinese government bond <a href=\"https://laohu8.com/S/CGB.AU\">$(CGB.AU)$</a> yields dropped to their lowest level in more than a year. The most-traded CGB futures contract for September delivery ended up 0.23%.</p>\n<p>Adding to worries over the economic outlook, a private sector survey showed China's factory activity growth fell to a 15-month low in July.</p>\n<p>But by mid-morning, investors' focus shifted to the attractive valuations of stocks after last week's rout. The CSI300 financial sector sub-index finished up 2.2% and the consumer staples sector jumped 4.85%.</p>\n<p>Data from Refinitiv showed foreign investors were net buyers of A-shares on Monday, with inflows through the Northbound leg of the Stock Connect programme topping 9.55 billion yuan ($1.48 billion).</p>\n<p>\"We believe short-term volatility creates opportunities for long-term investors. The A-share market should resume an upward trajectory after domestic credit growth bottoms,\" Meng Lei, A-share strategist at UBS Securities said in an emailed comment.</p>\n<p>($1 = 6.4631 Chinese yuan)</p>\n<p>(Reporting by Andrew Galbraith; Editing by Sam Holmes and Amy Caren Daniel)</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"399001":"深证成指","399006":"创业板指","000001.SH":"上证指数"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2156212196","content_text":"SSEC up 1.97%, CSI300 up 2.55%\nForeigners lend support as net buyers through Stock Connect\nNew Delta variant virus cases continue to rise\nChina government bond yields lowest in more than 1 year\n\nSHANGHAI, Aug 2 (Reuters) - Chinese shares jumped on Monday, with the benchmark indexes logging their biggest daily gains since May, as investors snapped up stocks battered by a sell-off last month.\nThe Shanghai Composite index finished the day up 1.97% at 3,464.29 points and the blue-chip CSI300 index ended 2.55% higher. It was the biggest daily rise since May 25 for both indexes.\nThe gains follow a near 5.5% fall for the CSI300 last week, capping its biggest monthly loss since October 2018 after a string of regulatory moves aimed at the after-school education, tech and property sectors.\n\"I think the China A-share market became an unnecessary victim of the recent regulatory events. The so-called 'clampdown' is really just on a few sectors and Chinese ADRs rather than A-shares in general,\" said Qi Wang, chief executive officer at MegaTrust Investment in Hong Kong.\n\"Seriously, what's the connection between closing down cram schools and people consuming more or less liquor, for example? I don't see any.\"\nBoth the CSI300 and Shanghai Composite indexes had fallen around 1% in early trade on rising concerns over a domestic surge in Delta variant COVID-19 infections. China on Monday reported 98 new confirmed coronavirus cases in the mainland for the day earlier, the highest daily rise since Jan. 24.\nThose concerns also weighed on the fixed income market, where benchmark Chinese government bond $(CGB.AU)$ yields dropped to their lowest level in more than a year. The most-traded CGB futures contract for September delivery ended up 0.23%.\nAdding to worries over the economic outlook, a private sector survey showed China's factory activity growth fell to a 15-month low in July.\nBut by mid-morning, investors' focus shifted to the attractive valuations of stocks after last week's rout. The CSI300 financial sector sub-index finished up 2.2% and the consumer staples sector jumped 4.85%.\nData from Refinitiv showed foreign investors were net buyers of A-shares on Monday, with inflows through the Northbound leg of the Stock Connect programme topping 9.55 billion yuan ($1.48 billion).\n\"We believe short-term volatility creates opportunities for long-term investors. The A-share market should resume an upward trajectory after domestic credit growth bottoms,\" Meng Lei, A-share strategist at UBS Securities said in an emailed comment.\n($1 = 6.4631 Chinese yuan)\n(Reporting by Andrew Galbraith; Editing by Sam Holmes and Amy Caren Daniel)","news_type":1,"symbols_score_info":{"399001":0.9,"399006":0.9,"000001.SH":0.9}},"isVote":1,"tweetType":1,"viewCount":806,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9032813959,"gmtCreate":1647325216241,"gmtModify":1676534216799,"author":{"id":"3582520228861009","authorId":"3582520228861009","name":"CPCat","avatar":"https://static.tigerbbs.com/3bafaf3d39abfb78a4bedf785310721a","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3582520228861009","idStr":"3582520228861009"},"themes":[],"htmlText":"Problem is, past performance is not an indication of future performance... the closest we can gather from financial statements is probably the Cash Flow statements. Even that, it's only a 1 dimensional view. Strategy and ability to execute is still key.","listText":"Problem is, past performance is not an indication of future performance... the closest we can gather from financial statements is probably the Cash Flow statements. Even that, it's only a 1 dimensional view. Strategy and ability to execute is still key.","text":"Problem is, past performance is not an indication of future performance... the closest we can gather from financial statements is probably the Cash Flow statements. Even that, it's only a 1 dimensional view. Strategy and ability to execute is still key.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9032813959","repostId":"2219277156","repostType":4,"repost":{"id":"2219277156","kind":"highlight","pubTimestamp":1647314946,"share":"https://ttm.financial/m/news/2219277156?lang=en_US&edition=fundamental","pubTime":"2022-03-15 11:29","market":"us","language":"en","title":"5 of the Fastest-Growing Stocks on the Planet","url":"https://stock-news.laohu8.com/highlight/detail?id=2219277156","media":"Motley Fool","summary":"The five-year revenue growth rate of these companies averaged between 28% and 53%.","content":"<div>\n<p>One of the easiest ways to identify winning stocks is to look for companies that are growing their revenue and earnings fast. If you invest at the right time, this strategy is bound to generate ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/03/14/5-of-the-fastest-growing-stocks-on-the-planet/\">Source Link</a>\n\n</div>\n","source":"fool_stock","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>5 of the Fastest-Growing Stocks on the Planet</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\">\n5 of the Fastest-Growing Stocks on the Planet\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-15 11:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/03/14/5-of-the-fastest-growing-stocks-on-the-planet/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>One of the easiest ways to identify winning stocks is to look for companies that are growing their revenue and earnings fast. If you invest at the right time, this strategy is bound to generate ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/03/14/5-of-the-fastest-growing-stocks-on-the-planet/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4535":"淡马锡持仓","BK4559":"巴菲特持仓","BK4538":"云计算","BK4579":"人工智能","BK4549":"软银资本持仓","BK4550":"红杉资本持仓","BK4108":"电影和娱乐","BK4507":"流媒体概念","BK4548":"巴美列捷福持仓","NFLX":"奈飞","BK4147":"半导体设备","BK4574":"无人驾驶","BK4551":"寇图资本持仓","AMZN":"亚马逊","BK4561":"索罗斯持仓","BK4524":"宅经济概念","BK4554":"元宇宙及AR概念","BK4581":"高盛持仓","BK4532":"文艺复兴科技持仓","BK4543":"AI","BK4527":"明星科技股","TSLA":"特斯拉","BK4099":"汽车制造商","BK4511":"特斯拉概念","BK4567":"ESG概念","BK4141":"半导体产品","BK4534":"瑞士信贷持仓","BK4503":"景林资产持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4555":"新能源车","NVDA":"英伟达","BK4122":"互联网与直销零售","BK4529":"IDC概念","BK4566":"资本集团","QNETCN":"纳斯达克中美互联网老虎指数","ENPH":"Enphase Energy"},"source_url":"https://www.fool.com/investing/2022/03/14/5-of-the-fastest-growing-stocks-on-the-planet/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2219277156","content_text":"One of the easiest ways to identify winning stocks is to look for companies that are growing their revenue and earnings fast. If you invest at the right time, this strategy is bound to generate handsome returns in the long run. Here are five such growth stocks to consider adding to your portfolio.TeslaTesla (NASDAQ:TSLA) revolutionized the auto sector with its electric cars. The company made electric vehicles mainstream and forced major automakers to shift toward electrification. Quality electric cars that can go long distances on a single recharge, along with a sufficient network of charging stations, have helped to relieve buyers' concerns of getting stuck with no place to charge a dead battery. These factors, coupled with a reasonable pricing structure, drove the demand for Tesla's cars higher. In five years, Tesla grew its revenue at an average rate of more than 50%.TSLA Revenue (Annual YoY Growth) data by YChartsMoreover, analysts expect Tesla to grow its per share earnings at an average rate of nearly 50% over the next three to five years. Tesla also guides for 50% average annual growth in vehicle deliveries in the coming years. The company expects to start vehicle deliveries from its new factories in Berlin and Texas soon.In addition to its existing models, Tesla's planned vehicles -- the Cybertruck and Semi -- are already receiving strong interest from potential buyers. The timetable for the launch of these two vehicles is less certain, though, as their respective launch dates have been pushed back several times.Enphase EnergySolar technology company Enphase Energy (NASDAQ:ENPH) continues to enjoy a robust demand for its products. The company grew its annual sales at an average rate of 40% over the last five years. In 2021, Enphase's revenue grew by 78%. The company's microinverters clearly look to be the preferred choice among homeowners. That's because in addition to converting direct current to alternating current at the module level, Enphase's easy-to-use platform integrates solar generation, storage, and energy management on a single system.Image source: Getty Images.Analysts expect Enphase Energy's per share earnings to grow at an average rate of 40% in the next three to five years. Innovative offerings, a good control on costs, and a long growth runway are some factors that will drive Enphase's long-term growth.AmazonIn five years, Amazon (NASDAQ:AMZN) grew its revenue at an average rate of 28%. That's also the average rate at which analysts expect per share earnings of the e-commerce giant to grow in the coming three to five years. Though Amazon is famous for its online retail business, it is the company's cloud computing business that's boosting its bottom-line growth lately.In 2021, Amazon's cloud computing business, Amazon Web Services (AWS), contributed 74% of the company's operating income. Interestingly, this business accounted for just 13% of the company's sales. What's more, AWS revenue grew 37% in 2021. Solid e-commerce operations combined with growing high-margin cloud computing business bodes well for Amazon's long-term growth. In short, Amazon is a no-brainer growth stock to add to your portfolio. The stock split and $10 billion buyback program are just icing on the cake.NvidiaNvidia (NASDAQ:NVDA) grew its annual revenue at an average rate of 34% in five years. In 2021, the company's revenue grew a whopping 61% to nearly $27 billion. Analysts expect Nvidia's per-share earnings growth rate to be around 24% over the next three to five years.Nvidia's high-performance graphics cards are in huge demand in the gaming markets. Further, the company's graphic processing units (GPUs), coupled with its software and services, find applications in artificial intelligence, robotics, augmented and virtual reality, autonomous vehicles, and the metaverse. Given that each of these areas continue to see heightened growth, demand for Nvidia's products should remain strong.Nvidia partners with major computer makers, including Cisco, Dell, HP, and Lenovo, and cloud service providers, such as Alicloud, AWS, Baidu Cloud, Google Cloud, IBM Cloud, and Microsoft Azure. Nvidia's leadership position in the GPU market means that the company may remain on its hypergrowth trajectory for many more years.NetflixIn five years, Netflix (NASDAQ:NFLX) grew its annual revenue at an average rate of 28%. Netflix's high revenue growth showed signs of slowing down in the last couple of years. In 2021, Netflix's revenue grew by 19%, which was lower than its five-year average rate.Netflix's slowing growth concerned investors and the stock has fallen around 48% off its 52-week high price, offering an attractive entry point for long-term investors. That's because Netflix's continued growth, albeit at a slightly lower rate, indicates the exceptional demand for its services. The company has a strong content catalog, and it is also exploring other growth avenues such as gaming, which could potentially be a significant growth driver.Analysts expect the company to grow its per share earnings at an average rate of 30% over the next three to five years. In short, Netflix is one beaten-down stock that you should consider buying right now.","news_type":1,"symbols_score_info":{"NFLX":1,"TSLA":1,"ENPH":1,"NVDA":1,"QNETCN":0.6,"AMZN":1}},"isVote":1,"tweetType":1,"viewCount":859,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}