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2022-08-23

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Explainer: How Meme Stock Darling AMC's New Preferred Shares Work

2022-11-05

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2022-10-03

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Alibaba Stock: Attractive Valuation Despite Mid-Term Headwinds

2022-03-25

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Want to Retire With $1 Million? Invest $250,000 in These Tech Stocks and Wait 10 Years (or Less)

2022-09-18

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Can the Fed Tame Inflation Without Further Crushing the Stock Market? What Investors Need to Know

2021-08-19

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Analysts upbeat on Tilray's U.S. prospects after MedMen deal

2022-11-30

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Powell Will Offer a New Mantra: Slow and Steady

2022-11-26

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Apple: Ignore The Zero-COVID Policy And Manchester United Noise

2022-12-19

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NIO: Momentum Should Continue To Accelerate?

2022-11-13

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SPY: Bear Market Rally Or A Major Bottom?

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Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9926985859","repostId":"1115578177","repostType":4,"repost":{"id":"1115578177","kind":"news","pubTimestamp":1671463551,"share":"https://ttm.financial/m/news/1115578177?lang=en_US&edition=fundamental","pubTime":"2022-12-19 23:25","market":"hk","language":"en","title":"NIO: Momentum Should Continue To Accelerate?","url":"https://stock-news.laohu8.com/highlight/detail?id=1115578177","media":"Seeking Alpha","summary":"SummaryNIO's Vehicle deliveries in November 2022 were up 30 percent year-over-year.The company conti","content":"<div>\n<p>SummaryNIO's Vehicle deliveries in November 2022 were up 30 percent year-over-year.The company continues its long-term game in Europe, with plans to open NIO Houses and NIO Spaces in 10 major European...</p>\n\n<a href=\"https://seekingalpha.com/article/4565206-nio-momentum-should-accelerate\">Source Link</a>\n\n</div>\n","source":"seekingalpha_fund","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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: Momentum Should Continue To Accelerate?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-19 23:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4565206-nio-momentum-should-accelerate><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryNIO's Vehicle deliveries in November 2022 were up 30 percent year-over-year.The company continues its long-term game in Europe, with plans to open NIO Houses and NIO Spaces in 10 major European...</p>\n\n<a href=\"https://seekingalpha.com/article/4565206-nio-momentum-should-accelerate\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09866":"蔚来-SW","NIO":"蔚来","NIO.SI":"蔚来"},"source_url":"https://seekingalpha.com/article/4565206-nio-momentum-should-accelerate","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115578177","content_text":"SummaryNIO's Vehicle deliveries in November 2022 were up 30 percent year-over-year.The company continues its long-term game in Europe, with plans to open NIO Houses and NIO Spaces in 10 major European cities.Germany will be the key European market for NIO to penetrate.After market hype in the past, the EV maker is laying a solid foundation for long-term growth that will reward investors.Trygve FinkelsenIn the past NIO (NYSE:NIO) was a favorite of traders as it started its steep upward climb on June 1, 2020, when it was trading at approximately $3.75 as a low, and rocketing to about $67.00 per share on January 11, 2021.Since then it has crashed to a 52-week low of $8.375 on October 4, 2022, and has since rebounded to trade at $11.60 per share as I write.TradingViewWhile facing about as strong of headwinds a company could face, NIO has been able to find support because its business strategy remains a strong one, and it is starting to deliver vehicles at levels that should continue to consistently rise heading into and throughout 2023.That doesn't mean the company is going to go through periods of volatility going forward, only that its growth trajectory, even with the occasional speed bump, should continue to be solid in the quarters and years ahead.In this article we'll look at the ongoing strength of its business model, its expansion into Europe, and some of the recent numbers from its earnings report.Some of the numbersRevenue in the third quarter of 2022 was $1.83 billion, up 32.6 percent year-over-year, beating by $50 million. The increase in revenue was primarily attributed to a boost in vehicles sales from higher deliveries and its diversified product mix.The company reported its November 2022 deliveries climbed to a record high of 14,178 vehicles, up 30.3 percent year-over-year. Year-to-date it has delivered 106,671 vehicles, up 31.8 percent year-over-year.Management said it has plans to accelerate production and delivery in December 2022.Vehicle margin dropped in the reporting period from 18 percent last year in the third quarter to 16.4 percent in the third quarter of 2022. The reason given for the decrease in vehicle margin was the rising cost per unit of batteries.As the company continues to boost deliveries and sales, the added cost of batteries should be mitigated, improving its vehicle and gross margins.Gross margin in the quarter dropped from 20.3 percent last year in the same reporting period to 13.3 percent in the third quarter of 2022. Along with above-mentioned reasons for lower vehicle margin, the other negative catalysts were a drop in revenue from high-margin automotive regulatory credits, and from more investment in its power and service network.Strong business modelI've talked a number of times in the past about the strength of NIO's business model, so I won't do a deep dive in this article.But to remind readers, the EV maker has taken steps to expand the number of models it offers consumers, which allows it to compete at most price points consumers are able or willing to buy at.That strategy was reinforced as a good one by the increase in deliveries in the last reporting period, and in the years ahead it's going to be a key differentiator for the company against its peers in its domestic market. Once it further establishes a foothold in Europe, I see it being it having as much, if not more of a competitive advantage there.It'll take time, but that's the way to invest in NIO after its wild ride in 2020, where emotion and FOMO drove its share price beyond its valuation at the time.The European marketNIO first focused on entering Europe via Scandinavian countries the Netherlands, Denmark and Sweden, but recently has started expanding to Germany, which I believe is easily the most important market in Europe, and as NIO gains a foothold there, it will gain the momentum to expand to other large markets like France and Italy.For the purpose of developing artificial intelligence and autonomous driving for its vehicles, NIO has built an R&D and testing center in Berlin. I see that as a strategic move by management to establish itself in that important German and European city.It is also on track to open NIO Houses and NIO Spaces in Frankfurt, Germany, as well as in other European cities like Rotterdam, Copenhagen, and Stockholm, along with Berlin.While the decision to use Berlin as the R&D and testing center is an important one for AI and autonomous driving in Europe, it's also significant in that it will, without a doubt in my mind, be just as important in branding NIO to the broader European market. NIO's entrance into the European market is a long-term play, but once its vehicles start to sell there at meaningful levels in the years ahead, it's going to be an important part of its growth narrative.ConclusionEven though NIO continues to face headwinds that are similar to its peers, it is starting to operate in an improving supply chain market, and one that appears to be more favorable in regard to the impact of the zero-COVID policy that the Chinese government has instituted in the recent past.It seems like that is being gradually loosened, and barring some significant return of COVID to parts of China that would be temporarily detrimental to the performance of NIO, I think this is going to be a tailwind for NIO going forward.As for its battery swapping stations, the company built 1,210 of them as of the end of the third quarter, adding another 11,842 charging piles to the mix. By the end of 2022 the company will have more than 1,300 swap stations across its geographic footprint.NIO has a strong balance sheet, excellent business model, and is starting to work its way through some of the headwinds that have hindered it over the last year or two.There are of course still challenges ahead, including the uncertainty surrounding the macro-economic conditions it may face in 2023, some possible disruptions from outbreaks of COVID-19 in China, and working on lowering costs in order to improve margins.Nonetheless, the company's plans to accelerate production and deliveries in the fourth quarter, if it's able to execute on its plans, should be a strong tailwind for the company as 2023 approaches.Taken together, I like what I see with NIO, and for investors with a long-term outlook on the company, they should be nicely rewarded over the long haul.And let's not forget that the company is trading at a very good entry point.This article is written by Gary Bourgeault for reference only. Please note the risks.","news_type":1,"symbols_score_info":{"NIO":0.9,"NIO.SI":0.9,"09866":0.9}},"isVote":1,"tweetType":1,"viewCount":3294,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9923361314,"gmtCreate":1670802389139,"gmtModify":1676538434765,"author":{"id":"3586310553293679","authorId":"3586310553293679","name":"SaberNoTooth","avatar":"https://community-static.tradeup.com/news/0e76511083610259e2add7e6e0f7ad6c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586310553293679","idStr":"3586310553293679"},"themes":[],"htmlText":"Pls like. Thanks","listText":"Pls like. Thanks","text":"Pls like. Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9923361314","repostId":"1160689342","repostType":4,"repost":{"id":"1160689342","kind":"news","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":1,"media_name":"Dow Jones","id":"1012688067","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1670799600,"share":"https://ttm.financial/m/news/1160689342?lang=en_US&edition=fundamental","pubTime":"2022-12-12 07:00","market":"us","language":"en","title":"Inflation Data, Fed Meeting Will Set the Table for 2023: What to Know This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1160689342","media":"Dow Jones","summary":"It will be an eventful week on the macro front for investors and Federal Reserve watchers. November inflation data and a monetarypolicydecision will be the highlights.On Tuesday morning, the Bureau of","content":"<html><head></head><body><p>It will be an eventful week on the macro front for investors and Federal Reserve watchers. November inflation data and a monetary policy decision will be the highlights.</p><p>On Tuesday morning, the Bureau of Labor Statistics will report the November Consumer Price Index. Economists on average are predicting the headline index to be 7.3% higher than a year earlier, compared with a 7.7% rise through October. The Core CPI, which excludes food and energy components, is forecast to be up 6.1%, versus 6.3% a month earlier.</p><p>The Federal Open Market Committee concludes a two-day meeting on Wednesday afternoon. Markets are expecting an increase of 0.5 percentage point in the fed-funds rate, to a target range of 4.25% to 4.50%, following four-straight 0.75 point hikes. The FOMC will also publish its latest Summary of Economic Projections.</p><p>Earnings highlights this week will be Oracle on Monday, Lennar on Wednesday, and Adobe on Thursday. Winnebago Industries, Darden Restaurants, and Accenture will all go on Friday.</p><p>Other economic data out this week will include the Census Bureau’s retail sales data for November on Thursday. The European Central Bank will announce a monetary policy decision on Thursday. A 0.5 percentage point hike is the consensus prediction.</p><h2>Monday 12/12</h2><p><b>Oracle reports earnings</b> for its fiscal second quarter. Analysts are looking for $1.17 per share, down from $1.21 a year ago.</p><h2>Tuesday 12/13</h2><p>Photronics, ABM Industries, Transcontinental, and PHX Minerals announce quarterly financial results.</p><p><b>The House Financial</b> Services Committee meets for an initial hearing investigating the collapse of FTX, the cryptocurrency exchange. FTX founder Sam Bankman-Fried recently told The Wall Street Journal that he couldn’t explain what happened to billions of dollars that FTX customers sent to the bank accounts of his trading firm, Alameda Research.</p><p><b>The Bureau of Labor</b> Statistics releases the consumer price index for November. Economists forecast that the CPI will show an increase of 7.3%, year over year, following a 7.7% jump in October. The core CPI, which excludes volatile food and energy prices, is expected to be up 6.1%, compared with 6.3% in October.</p><h2>Wednesday 12/14</h2><p><b>The Federal Open Market Committee</b> concludes its final two-day meeting of the year. “The time for moderating the pace of rate increases may come as soon as the December meeting,” Chairman Jerome Powell recently said.</p><p><b>Lennar,</b> Nordson, and Trip.com report quarterly results.</p><p><b>The Bureau of Labor Statistics releases</b> its Export Price index, which is believed to have fallen 0.85% in November, after a 0.3% drop in October. Import prices are expected to be down 0.6%, after a 0.2% dip in October.</p><h2>Thursday 12/15</h2><p><b>Adobe and</b> Jabil host earnings conference calls.</p><p><b>The European Central Bank</b> begins its two-day policy meeting in Frankfurt.</p><p><b>The Philadelphia Fed</b> Index, a monthly measure of manufacturing activity, is released. Economists expect a negative 11.5 reading for December, compared with a negative 19.4 in November.</p><p><b>The Census Bureau</b> reports retail sales data for November. The consensus call is for consumer spending to be flat, month over month, while sales excluding autos are seen gaining 0.3%. Both figures rose 1.3% in October.</p><p><b>The Federal Reserve</b> releases November industrial production figures, which measure the output of factories, mines, and utilities. Expect a 0.10% seasonally adjusted rise, after a 0.10% drop in October. Manufacturing production is expected to be up 0.15%, in line with October’s increase. Capacity utilization is expected to be 79.8%, compared with 79.9% in October.</p><h2>Friday 12/16</h2><p><b>Winnebago Industries,</b> Darden Restaurants, and Accenture host earnings conference calls.</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>Inflation Data, Fed Meeting Will Set the Table for 2023: What to Know This Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nInflation Data, Fed Meeting Will Set the Table for 2023: What to Know This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1012688067\">\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\">2022-12-12 07:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>It will be an eventful week on the macro front for investors and Federal Reserve watchers. November inflation data and a monetary policy decision will be the highlights.</p><p>On Tuesday morning, the Bureau of Labor Statistics will report the November Consumer Price Index. Economists on average are predicting the headline index to be 7.3% higher than a year earlier, compared with a 7.7% rise through October. The Core CPI, which excludes food and energy components, is forecast to be up 6.1%, versus 6.3% a month earlier.</p><p>The Federal Open Market Committee concludes a two-day meeting on Wednesday afternoon. Markets are expecting an increase of 0.5 percentage point in the fed-funds rate, to a target range of 4.25% to 4.50%, following four-straight 0.75 point hikes. The FOMC will also publish its latest Summary of Economic Projections.</p><p>Earnings highlights this week will be Oracle on Monday, Lennar on Wednesday, and Adobe on Thursday. Winnebago Industries, Darden Restaurants, and Accenture will all go on Friday.</p><p>Other economic data out this week will include the Census Bureau’s retail sales data for November on Thursday. The European Central Bank will announce a monetary policy decision on Thursday. A 0.5 percentage point hike is the consensus prediction.</p><h2>Monday 12/12</h2><p><b>Oracle reports earnings</b> for its fiscal second quarter. Analysts are looking for $1.17 per share, down from $1.21 a year ago.</p><h2>Tuesday 12/13</h2><p>Photronics, ABM Industries, Transcontinental, and PHX Minerals announce quarterly financial results.</p><p><b>The House Financial</b> Services Committee meets for an initial hearing investigating the collapse of FTX, the cryptocurrency exchange. FTX founder Sam Bankman-Fried recently told The Wall Street Journal that he couldn’t explain what happened to billions of dollars that FTX customers sent to the bank accounts of his trading firm, Alameda Research.</p><p><b>The Bureau of Labor</b> Statistics releases the consumer price index for November. Economists forecast that the CPI will show an increase of 7.3%, year over year, following a 7.7% jump in October. The core CPI, which excludes volatile food and energy prices, is expected to be up 6.1%, compared with 6.3% in October.</p><h2>Wednesday 12/14</h2><p><b>The Federal Open Market Committee</b> concludes its final two-day meeting of the year. “The time for moderating the pace of rate increases may come as soon as the December meeting,” Chairman Jerome Powell recently said.</p><p><b>Lennar,</b> Nordson, and Trip.com report quarterly results.</p><p><b>The Bureau of Labor Statistics releases</b> its Export Price index, which is believed to have fallen 0.85% in November, after a 0.3% drop in October. Import prices are expected to be down 0.6%, after a 0.2% dip in October.</p><h2>Thursday 12/15</h2><p><b>Adobe and</b> Jabil host earnings conference calls.</p><p><b>The European Central Bank</b> begins its two-day policy meeting in Frankfurt.</p><p><b>The Philadelphia Fed</b> Index, a monthly measure of manufacturing activity, is released. Economists expect a negative 11.5 reading for December, compared with a negative 19.4 in November.</p><p><b>The Census Bureau</b> reports retail sales data for November. The consensus call is for consumer spending to be flat, month over month, while sales excluding autos are seen gaining 0.3%. Both figures rose 1.3% in October.</p><p><b>The Federal Reserve</b> releases November industrial production figures, which measure the output of factories, mines, and utilities. Expect a 0.10% seasonally adjusted rise, after a 0.10% drop in October. Manufacturing production is expected to be up 0.15%, in line with October’s increase. Capacity utilization is expected to be 79.8%, compared with 79.9% in October.</p><h2>Friday 12/16</h2><p><b>Winnebago Industries,</b> Darden Restaurants, and Accenture host earnings conference calls.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TCOM":"携程网","PLAB":"福尼克斯","ADBE":"Adobe","09961":"携程集团—S",".IXIC":"NASDAQ Composite",".DJI":"道琼斯","ORCL":"甲骨文","ABM":"反导工业公司","LEN":"莱纳建筑公司",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160689342","content_text":"It will be an eventful week on the macro front for investors and Federal Reserve watchers. November inflation data and a monetary policy decision will be the highlights.On Tuesday morning, the Bureau of Labor Statistics will report the November Consumer Price Index. Economists on average are predicting the headline index to be 7.3% higher than a year earlier, compared with a 7.7% rise through October. The Core CPI, which excludes food and energy components, is forecast to be up 6.1%, versus 6.3% a month earlier.The Federal Open Market Committee concludes a two-day meeting on Wednesday afternoon. Markets are expecting an increase of 0.5 percentage point in the fed-funds rate, to a target range of 4.25% to 4.50%, following four-straight 0.75 point hikes. The FOMC will also publish its latest Summary of Economic Projections.Earnings highlights this week will be Oracle on Monday, Lennar on Wednesday, and Adobe on Thursday. Winnebago Industries, Darden Restaurants, and Accenture will all go on Friday.Other economic data out this week will include the Census Bureau’s retail sales data for November on Thursday. The European Central Bank will announce a monetary policy decision on Thursday. A 0.5 percentage point hike is the consensus prediction.Monday 12/12Oracle reports earnings for its fiscal second quarter. Analysts are looking for $1.17 per share, down from $1.21 a year ago.Tuesday 12/13Photronics, ABM Industries, Transcontinental, and PHX Minerals announce quarterly financial results.The House Financial Services Committee meets for an initial hearing investigating the collapse of FTX, the cryptocurrency exchange. FTX founder Sam Bankman-Fried recently told The Wall Street Journal that he couldn’t explain what happened to billions of dollars that FTX customers sent to the bank accounts of his trading firm, Alameda Research.The Bureau of Labor Statistics releases the consumer price index for November. Economists forecast that the CPI will show an increase of 7.3%, year over year, following a 7.7% jump in October. The core CPI, which excludes volatile food and energy prices, is expected to be up 6.1%, compared with 6.3% in October.Wednesday 12/14The Federal Open Market Committee concludes its final two-day meeting of the year. “The time for moderating the pace of rate increases may come as soon as the December meeting,” Chairman Jerome Powell recently said.Lennar, Nordson, and Trip.com report quarterly results.The Bureau of Labor Statistics releases its Export Price index, which is believed to have fallen 0.85% in November, after a 0.3% drop in October. Import prices are expected to be down 0.6%, after a 0.2% dip in October.Thursday 12/15Adobe and Jabil host earnings conference calls.The European Central Bank begins its two-day policy meeting in Frankfurt.The Philadelphia Fed Index, a monthly measure of manufacturing activity, is released. Economists expect a negative 11.5 reading for December, compared with a negative 19.4 in November.The Census Bureau reports retail sales data for November. The consensus call is for consumer spending to be flat, month over month, while sales excluding autos are seen gaining 0.3%. Both figures rose 1.3% in October.The Federal Reserve releases November industrial production figures, which measure the output of factories, mines, and utilities. Expect a 0.10% seasonally adjusted rise, after a 0.10% drop in October. Manufacturing production is expected to be up 0.15%, in line with October’s increase. Capacity utilization is expected to be 79.8%, compared with 79.9% in October.Friday 12/16Winnebago Industries, Darden Restaurants, and Accenture host earnings conference calls.","news_type":1,"symbols_score_info":{"ADBE":0.9,".DJI":0.9,"TCOM":0.9,".IXIC":0.9,".SPX":0.9,"ABM":0.9,"09961":0.9,"LEN":0.9,"ORCL":0.9,"PLAB":0.9}},"isVote":1,"tweetType":1,"viewCount":3107,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9962758551,"gmtCreate":1669851875273,"gmtModify":1676538255487,"author":{"id":"3586310553293679","authorId":"3586310553293679","name":"SaberNoTooth","avatar":"https://community-static.tradeup.com/news/0e76511083610259e2add7e6e0f7ad6c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586310553293679","idStr":"3586310553293679"},"themes":[],"htmlText":"Pls like. Thanks","listText":"Pls like. Thanks","text":"Pls like. Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9962758551","repostId":"1151360919","repostType":4,"repost":{"id":"1151360919","kind":"news","pubTimestamp":1669850170,"share":"https://ttm.financial/m/news/1151360919?lang=en_US&edition=fundamental","pubTime":"2022-12-01 07:16","market":"us","language":"en","title":"Jerome Powell Signals Fed Prepared to Slow Rate-Rise Pace in December","url":"https://stock-news.laohu8.com/highlight/detail?id=1151360919","media":"The Wall Street Journal","summary":"WASHINGTON—Federal Reserve Chair Jerome Powell provided a clear signal that the central bank is on t","content":"<div>\n<p>WASHINGTON—Federal Reserve Chair Jerome Powell provided a clear signal that the central bank is on track to raise interest rates by a half percentage point at its next meeting, stepping down from an ...</p>\n\n<a href=\"https://www.wsj.com/articles/jerome-powell-signals-fed-prepared-to-slow-rate-rise-pace-in-december-11669833043?mod=hp_lead_pos2\">Source Link</a>\n\n</div>\n","source":"wsj_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>Jerome Powell Signals Fed Prepared to Slow Rate-Rise Pace in December</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\">\nJerome Powell Signals Fed Prepared to Slow Rate-Rise Pace in December\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-01 07:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wsj.com/articles/jerome-powell-signals-fed-prepared-to-slow-rate-rise-pace-in-december-11669833043?mod=hp_lead_pos2><strong>The Wall Street Journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>WASHINGTON—Federal Reserve Chair Jerome Powell provided a clear signal that the central bank is on track to raise interest rates by a half percentage point at its next meeting, stepping down from an ...</p>\n\n<a href=\"https://www.wsj.com/articles/jerome-powell-signals-fed-prepared-to-slow-rate-rise-pace-in-december-11669833043?mod=hp_lead_pos2\">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.wsj.com/articles/jerome-powell-signals-fed-prepared-to-slow-rate-rise-pace-in-december-11669833043?mod=hp_lead_pos2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151360919","content_text":"WASHINGTON—Federal Reserve Chair Jerome Powell provided a clear signal that the central bank is on track to raise interest rates by a half percentage point at its next meeting, stepping down from an unprecedented series of four 0.75-point rate rises aimed at combating high inflation.Mr. Powell, in a speech Wednesday, said an overheated labor market needed to cool more for the Fed to be confident that inflation would decline toward its 2% goal.Markets Live Blog: Stocks Swing to Gains, Bond Yields Fall During Powell SpeechThird-Quarter U.S. Growth Was Stronger Than Previously ThoughtU.S. Economic Growth Slowed This Fall, Fed’s Beige Book SaysBecause the Fed has raised rates rapidly and it takes time for those moves to influence the economy, it would make sense for officials to slow rate increases, he said at an event at the Brookings Institution. “The time for moderating the pace of rate increases may come as soon as the December meeting,” he said.Fed officialslifted their benchmark rate by 0.75 percentage point on Nov. 2to a range between 3.75% and 4%, which is up from near zero in early March. Many officials have signaled they are leaning toward approving a 0.5-point increase at their Dec. 13-14 meeting.Investors have been eager for evidence that the central bank would slow its pace of rate rises, andmarkets ralliedafter Mr. Powell’s remarks. The Dow Jones Industrial Average rose 2.2%, or about 735 points, enough to put the index back in a bull market, defined as a 20% rise from a recent low. The yield on the benchmark 10-year Treasury note declined to 3.699% Wednesday from 3.746% Tuesday.Mr. Powell suggested Fed officials were moving into a new phase of policy tightening in which they would try to judge just how high rates need to rise. “My colleagues and I do not want to overtighten because … cutting rates is not something we want to do soon,” he said. “That’s why we’re slowing down, and I’m going to try to find our way to what that right level is.”Mr. Powell reviewed signs of progress on the inflation fight, including a slowdown in interest-rate sensitive sectors of the economy such as housing and improving supply-chain conditions. But he said that declines in rents and goods prices might be insufficient if firms don’t slow their hiring to bring the strong demand for labor into better balance with a shortfall in the supply of workers.Labor demand has eased some in recent months.Job openingstotaled a seasonally adjusted 10.3 million in October, the Labor Department reported Wednesday. That was down from 10.7 million in September but far exceeded the 6.1 million unemployed people seeking work in October.The labor market “shows only tentative signs of rebalancing, and wage growth remains well above levels that would be consistent with 2% inflation,” Mr. Powell said. “Despite some promising developments, we have a long way to go in restoring price stability.”The Fed has raised interest rates this year at the most rapid pace since the early 1980s to battle inflation that is running near a 40-year high. Officials seek to reduce inflation by slowing the economy through tighter financial conditions—such as higher borrowing costs, lower stock prices and a stronger dollar—which typically curb demand.The U.S. economy shrank slightly in the first half of this year, but grew more briskly in the third quarter than previously estimated. Gross domestic product increased at an inflation-adjustedannual rate of 2.9%from July through September, up from an initial estimate of 2.6%, the Commerce Department said Wednesday.Awave of layoffshas rippled across industries such as tech, entertainment and real estate. CNN on Wednesdaysaid it is laying offemployees,DoorDashInc.said it would cut staffandAMC NetworksInc. said in a memo to employees thatit plans to lay off about 20% of its workforce.A big question now for the Fed is how much further to raise rates. Some officials are concerned about causing unnecessary damage to the economy and labor market because it takes time for the full effects of those increases to ripple through the economy.Other policy makers are concerned that price pressures could stay high because, despite improvements in supply chains and commodity markets, prices have picked up for more labor-intensive services.Mr. Powell pushed back against concerns that the Fed was raising rates too aggressively by warning that allowing rapid price increases to persist could cause consumers to expect continued high inflation, making it more entrenched.“It can’t be that we can go on for five years at a very high level of inflation and that it doesn’t work its way into the wage- and price-setting process pretty quickly. That’s a serious concern,” he said.Mr. Powell repeated his earlier view that officials were likely to raise rates to a somewhat higher level early next year than they had anticipated in projections released after their September meeting, when most officials saw their benchmark rate rising to between 4.5% and 5%.Mr. Powell focused part of his remarks on exploring why the share of Americans seeking work remains below its prepandemic level. The analysis carries important implications for setting interest rates because if wage pressures remain stronger in the coming years, that could lead to a period of greater volatility in wages, inflation and borrowing costs.Mr. Powell said most of the shortfall appears to reflect older Americanswho retired earlywhen the pandemic hit the U.S. in March 2020 and from slower growth in the working-age population, which he said could reflect reduced levels of legal immigration and a surge in deaths during the pandemic.Steps to boost workforce participation aren’t controlled by the Fed and wouldn’t be able to take effect rapidly enough to address the current bout of high inflation, Mr. Powell said.The upshot is that Fed policy will seek to slow inflation and wage growth by reducing demand for workers, a subject that Mr. Powell addressed delicately on Wednesday. “For the near term, a moderation of labor demand growth will be required to restore balance to the labor market,” he said.While strong wage growth “is a good thing,” he implied it is too high right now to support a return to the Fed’s 2% inflation target. “For wage growth to be sustainable, it needs to be consistent with 2% inflation,” he said.Mr. Powell said the Fed’s preferred measure of inflation, the personal-consumption expenditures price index, likely rose around 6% in October from a year earlier, down from 6.2% in September. The Commerce Department is set to release October figures on Thursday. When stripped of volatile food and energy prices, the so-called core index likely increased around 5%, down from 5.1% in September, he said.Separately, Treasury Secretary Janet Yellen said on Wednesday that inflation could come down without broad layoffs occurring across the economy if companies slow hiring by reducing the number of unfilled jobs they are trying to fill.The Labor Department is set to release its November employment report on Friday, which will include details on hiring, wage growth and joblessness. The unemployment ratestood at 3.7%in October.A jobless rate between 4% and 5% would still indicate a robust labor market, Ms. Yellen said at a New York Times event. “I think we can make a lot of progress in the labor market just on the hiring...and job-opening side. I don’t think it’s necessary to see very substantial layoffs,” she added.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":3917,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9962514013,"gmtCreate":1669805772932,"gmtModify":1676538246912,"author":{"id":"3586310553293679","authorId":"3586310553293679","name":"SaberNoTooth","avatar":"https://community-static.tradeup.com/news/0e76511083610259e2add7e6e0f7ad6c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586310553293679","idStr":"3586310553293679"},"themes":[],"htmlText":"Pls like. Thanks","listText":"Pls like. Thanks","text":"Pls like. Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9962514013","repostId":"1118460536","repostType":4,"repost":{"id":"1118460536","kind":"news","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":1,"media_name":"Dow Jones","id":"1012688067","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1669821732,"share":"https://ttm.financial/m/news/1118460536?lang=en_US&edition=fundamental","pubTime":"2022-11-30 23:22","market":"us","language":"en","title":"Powell Will Offer a New Mantra: Slow and Steady","url":"https://stock-news.laohu8.com/highlight/detail?id=1118460536","media":"Dow Jones","summary":"Federal Reserve Chairman Jerome Powell will have an opportunity on Wednesday to lay the groundwork f","content":"<html><head></head><body><p>Federal Reserve Chairman Jerome Powell will have an opportunity on Wednesday to lay the groundwork for where the central bank is headed when policy makers meet next month—and he’ll likely use it to make the case for slower but steady interest rate hikes.</p><p>In a speech Wednesday afternoon at the Brookings Institution, Powell is expected to reinforce the dual message central bank officials have been making for weeks: that the Fed is on track to ease up slightly on its pace of monetary policy tightening, likely slowing to a 50 basis point increase next month after four straight 75 basis point hikes.</p><p>But at the same time, Powell will likely note as well the central bank is still focused on reining in inflation and will continue raising interest rates for months to come—and policy makers may ultimately lift rates higher than they had once expected.</p><p>“There’s no way he’s going in there tomorrow to shock and awe,” says Claudia Sahm, a former Fed economist and the founder of Sahm Consulting. “This is going to be a really strong signal to 50 [basis points].”</p><p>The speech will be one of the last and highest-profile opportunities for the Fed to set the narrative before central bank officials enter their “blackout period” ahead of the Dec. 13-14 policy meeting. It comes just two days before the release of the November jobs report, which will offer the clearest indication yet of whether the Fed’s steps to tighten monetary policy so far have begun to weaken the labor market.</p><p>It also comes less than two weeks before the release of November’s consumer price data, which will show whether the central bank is continuing to make progress in its quest to return the economy to price stability.</p><p>But the Fed is likely to proceed with its carefully laid out path forward and vote for a half-point rate hike in December regardless of what either of the forthcoming data reports show, economists say. The bigger question will be what comes after that, and Powell’s remarks could offer some insight as to how the central bank is thinking about the months ahead.</p><p>Most investors and economists expect the Fed will downshift once again at its first meeting of 2023 in early February to a quarter-point hike, and then pause rates for some time as it waits to see how the economy reacts. But those decisions will depend largely on whether the data show inflation slowing and the labor market holding relatively steady, as the Fed wants to see.</p><p>“The key for the Fed now will be to strike a delicate balance. It needs to go slow enough so as to not ‘break something,’” Richard de Chazal, a macro analyst with William Blair, wrote on Tuesday. “But the Fed also still needs to increase rates at a fast enough pace to ensure longer-term inflationary expectations remain well anchored.”</p><p>Powell’s remarks are set to begin at 1:30 p.m.</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>Powell Will Offer a New Mantra: Slow and Steady</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\">\nPowell Will Offer a New Mantra: Slow and Steady\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1012688067\">\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\">2022-11-30 23:22</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Federal Reserve Chairman Jerome Powell will have an opportunity on Wednesday to lay the groundwork for where the central bank is headed when policy makers meet next month—and he’ll likely use it to make the case for slower but steady interest rate hikes.</p><p>In a speech Wednesday afternoon at the Brookings Institution, Powell is expected to reinforce the dual message central bank officials have been making for weeks: that the Fed is on track to ease up slightly on its pace of monetary policy tightening, likely slowing to a 50 basis point increase next month after four straight 75 basis point hikes.</p><p>But at the same time, Powell will likely note as well the central bank is still focused on reining in inflation and will continue raising interest rates for months to come—and policy makers may ultimately lift rates higher than they had once expected.</p><p>“There’s no way he’s going in there tomorrow to shock and awe,” says Claudia Sahm, a former Fed economist and the founder of Sahm Consulting. “This is going to be a really strong signal to 50 [basis points].”</p><p>The speech will be one of the last and highest-profile opportunities for the Fed to set the narrative before central bank officials enter their “blackout period” ahead of the Dec. 13-14 policy meeting. It comes just two days before the release of the November jobs report, which will offer the clearest indication yet of whether the Fed’s steps to tighten monetary policy so far have begun to weaken the labor market.</p><p>It also comes less than two weeks before the release of November’s consumer price data, which will show whether the central bank is continuing to make progress in its quest to return the economy to price stability.</p><p>But the Fed is likely to proceed with its carefully laid out path forward and vote for a half-point rate hike in December regardless of what either of the forthcoming data reports show, economists say. The bigger question will be what comes after that, and Powell’s remarks could offer some insight as to how the central bank is thinking about the months ahead.</p><p>Most investors and economists expect the Fed will downshift once again at its first meeting of 2023 in early February to a quarter-point hike, and then pause rates for some time as it waits to see how the economy reacts. But those decisions will depend largely on whether the data show inflation slowing and the labor market holding relatively steady, as the Fed wants to see.</p><p>“The key for the Fed now will be to strike a delicate balance. It needs to go slow enough so as to not ‘break something,’” Richard de Chazal, a macro analyst with William Blair, wrote on Tuesday. “But the Fed also still needs to increase rates at a fast enough pace to ensure longer-term inflationary expectations remain well anchored.”</p><p>Powell’s remarks are set to begin at 1:30 p.m.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118460536","content_text":"Federal Reserve Chairman Jerome Powell will have an opportunity on Wednesday to lay the groundwork for where the central bank is headed when policy makers meet next month—and he’ll likely use it to make the case for slower but steady interest rate hikes.In a speech Wednesday afternoon at the Brookings Institution, Powell is expected to reinforce the dual message central bank officials have been making for weeks: that the Fed is on track to ease up slightly on its pace of monetary policy tightening, likely slowing to a 50 basis point increase next month after four straight 75 basis point hikes.But at the same time, Powell will likely note as well the central bank is still focused on reining in inflation and will continue raising interest rates for months to come—and policy makers may ultimately lift rates higher than they had once expected.“There’s no way he’s going in there tomorrow to shock and awe,” says Claudia Sahm, a former Fed economist and the founder of Sahm Consulting. “This is going to be a really strong signal to 50 [basis points].”The speech will be one of the last and highest-profile opportunities for the Fed to set the narrative before central bank officials enter their “blackout period” ahead of the Dec. 13-14 policy meeting. It comes just two days before the release of the November jobs report, which will offer the clearest indication yet of whether the Fed’s steps to tighten monetary policy so far have begun to weaken the labor market.It also comes less than two weeks before the release of November’s consumer price data, which will show whether the central bank is continuing to make progress in its quest to return the economy to price stability.But the Fed is likely to proceed with its carefully laid out path forward and vote for a half-point rate hike in December regardless of what either of the forthcoming data reports show, economists say. The bigger question will be what comes after that, and Powell’s remarks could offer some insight as to how the central bank is thinking about the months ahead.Most investors and economists expect the Fed will downshift once again at its first meeting of 2023 in early February to a quarter-point hike, and then pause rates for some time as it waits to see how the economy reacts. But those decisions will depend largely on whether the data show inflation slowing and the labor market holding relatively steady, as the Fed wants to see.“The key for the Fed now will be to strike a delicate balance. It needs to go slow enough so as to not ‘break something,’” Richard de Chazal, a macro analyst with William Blair, wrote on Tuesday. “But the Fed also still needs to increase rates at a fast enough pace to ensure longer-term inflationary expectations remain well anchored.”Powell’s remarks are set to begin at 1:30 p.m.","news_type":1,"symbols_score_info":{".IXIC":0.9,".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":3619,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9966667200,"gmtCreate":1669520400700,"gmtModify":1676538204304,"author":{"id":"3586310553293679","authorId":"3586310553293679","name":"SaberNoTooth","avatar":"https://community-static.tradeup.com/news/0e76511083610259e2add7e6e0f7ad6c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586310553293679","idStr":"3586310553293679"},"themes":[],"htmlText":"Pls like. Thanks&nbsp;","listText":"Pls like. Thanks&nbsp;","text":"Pls like. Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9966667200","repostId":"2286418053","repostType":4,"repost":{"id":"2286418053","kind":"highlight","pubTimestamp":1669522519,"share":"https://ttm.financial/m/news/2286418053?lang=en_US&edition=fundamental","pubTime":"2022-11-27 12:15","market":"us","language":"en","title":"CPI Inflation Will Come Down: A Look At Walmart, Amazon, Costco And Home Depot","url":"https://stock-news.laohu8.com/highlight/detail?id=2286418053","media":"Seekingalpha","summary":"The Wall Street Journal wrote an article in the last 10 days or so noting that both Walmart (WMT) an","content":"<html><head></head><body><p>The Wall Street Journal wrote an article in the last 10 days or so noting that both Walmart (WMT) and Amazon (AMZN) will begin pushing back on their suppliers&#39; price hikes, which has forced the big retailers into the unenviable position of using “price” rather than traffic or volume to drive revenue growth since early 2020, given COVID and the various supply chain issues and distortions caused by COVID that have wreaked havoc on the business.</p><p>The WSJ article was eerily reminiscent of Joe Nocera’s article in the New York Times in the early 1990s, where Nocera noted that the one reason inflation likely remained contained in the early 1990s was due to Walmart and its emphasis on “every day low price” or EDLP, not in the literal sense, but from the perspective that the average American probably doesn’t realize the impact Walmart, Amazon, now Costco (COST) and Home Depot (HD), have on retail pricing today, given their size.</p><p>Walmart recently had a good earnings report for its fiscal 3rd quarter ended October ’22, where revenue grew 8.75%, operating income grew 4% and EPS grew 3.5% year-over-year (YoY). This blog previewed the earnings report on Seeking Alpha here.</p><p>If readers quickly peruse the earnings preview, it was noted that Walmart was suffering from “retail constipation” as inventory growth had far exceeded sales growth and for a company that runs like a Swiss watch, this was a rare occurrence indeed.</p><p>However, as the following spreadsheet shows, Walmart has vastly improved its revenue growth vs. inventory growth, although it&#39;s still not yet in line with historical standards:</p><p><img src=\"https://static.tigerbbs.com/e625a90dff771b0d7e944e64afea8474\" tg-width=\"640\" tg-height=\"21\" referrerpolicy=\"no-referrer\"/></p><p>Readers need to click on the above spreadsheet to see the relationship between revenue and inventory growth YoY and note how during COVID in 2020, inventory fell sharply and then – perhaps – a much stronger reopening was expected, which drove an inventory build.</p><p>And now in the late stages of 2022, particularly the last quarter, Walmart is finally getting the relationship back to normal, although it’s still not quite there yet, since ideally, revenue growth should exceed inventory growth YoY, for at least 3 of the 4 quarters every year.</p><p>What’s important for readers to understand is that this relationship impacts working capital and thus cash flow from operations, so just this one metric – particularly for a retailer – can have a dramatic influence on profitability and cash flow.</p><p>Walmart’s typical “inventory turnover” is usually between 2.0x and 2.5x looking back to 2018, but it’s now at under 2.0x, with the last 3 quarters coming in around 1.8x as the retail giant tries to push the inventory bowling ball through the snake.</p><p><i><b>Average ticket vs. traffic at Walmart:</b></i></p><p><img src=\"https://static.tigerbbs.com/332f3e192c3b45a529272f50930f72af\" tg-width=\"640\" tg-height=\"50\" referrerpolicy=\"no-referrer\"/></p><p>If you ever want some insight into a retail business look at “average ticket vs. traffic”: Walmart being the giant that it is, look how the two are used in tandem, both through the pandemic and then after it.</p><p>My guess is Walmart will do everything it can to reduce that “average ticket” over time. It’s a struggle now since the conference call notes said that Walmart is guiding to a consumer that might might slow spending in Q4 ’23 (ends Jan ’23) “given persistent inflationary pressure in food and consumables”, however that is probably a conservative guide for the giant retailer given its history.</p><p><i><b>Amazon: </b></i></p><p><img src=\"https://static.tigerbbs.com/fe4ee98477a97035578994e17e74c01f\" tg-width=\"640\" tg-height=\"21\" referrerpolicy=\"no-referrer\"/></p><p>This table shows the identical measurement that Walmart contains but it’s not apples-to-apples since Amazon Web Services, Subscriptions and Advertising revenue segments are now 31% of Amazon’s total revenue as of 9/30/22. It’s unknown to me how subscriptions and advertising impact “inventory” which would distort the inventory numbers so to speak.</p><p>What’s clear is that Amazon is still 69% online, physical stores and 3rd party resellers, and you would think that the advantage to the 3rd party re-sellers for Amazon is that it would allow Amazon to not have to use their balance sheet to stock inventory. (That’s an assumption on my part.)</p><p>The point being that the last quarter where Amazon’s revenue growth exceeded inventory growth was the June ’21 quarter right around the time the stock peaked at $188 per share.</p><p>Coincidence or Correlation? You tell me what you think.</p><p>Still as Amazon’s ecommerce division rights itself after expanding too rapidly, revenue consisting of 69-70% of $502 billion in total revenue, there should be ample opportunity to obtain supplier concessions in the Amazon marketplace.</p><p><i><b>Costco:</b></i></p><p>TTM revenue for Costco as of the August ’22 quarter, was $226 bl.</p><p>Costco never suffered the “traffic” decline that Walmart and Home Depot have incurred, thus their quarterly comps, which averaged roughly 5-6% in calendar 2019, have averaged 13% since calendar 2020 or the earliest days since the pandemic began.</p><p><img src=\"https://static.tigerbbs.com/98ef085cd44ff2d772e22c28d7df85f1\" tg-width=\"640\" tg-height=\"26\" referrerpolicy=\"no-referrer\"/></p><p>The problem with including Costco in an analysis with Walmart, Amazon and Home Depot, is that COST is a warehouse club and “inventory” is different than the typical retailer: my understanding is that inventory is taken in as a consignment rather than owned directly.</p><p>COST is probably better compared to Sam’s Club directly than Walmart itself, (with Sam’s Club being a division of Walmart) but with $226 billion in TTM sales, I thought it was worth a look from a market power perspective.</p><p>In Costco’s 10-Q, the various product lines are broken out and the revenue detailed and for COST, “Foods &amp; Sundries” and “Fresh Foods” are roughly 50% of COST’s total revenue.</p><p>(I’m guessing – and please note that – COST is probably considerably smaller than Walmart&#39;s pure grocery or “fresh foods” segment. COST’s Q shows that “fresh foods” is just 13% of total revenue as of the last quarter.</p><p>(Note too that the next COST earnings report is December 8th and thus readers will get another look at food and grocery inflation as of November ’22 quarter-end, before the next CPI report.)</p><p><i><b>Home Depot:</b></i></p><p><img src=\"https://static.tigerbbs.com/57e116c38f010b75a0518c13078f757d\" tg-width=\"640\" tg-height=\"20\" referrerpolicy=\"no-referrer\"/></p><p>Although it’s not considered a “general merchandise retailer”, Home Depot was thrown into the mix given its annual revenue growth and housing’s importance to the CPI, i.e. owners&#39; equivalent rent, and such are a 30% weight in the CPI basket.</p><p><img src=\"https://static.tigerbbs.com/5e8a09a9efc6fb5ade6a35e65306d4e9\" tg-width=\"640\" tg-height=\"25\" referrerpolicy=\"no-referrer\"/></p><p>This above spreadsheet shows that Home Depot like Walmart is relying on “ticket” vs. traffic to make it through both the post-Covid supply chain issues and the housing slowdown.</p><p>What I worry about regarding Home Depot is that if you look at “cash flow vs. net income” you could make a case for the Home Depot business model being under some stress.</p><p><img src=\"https://static.tigerbbs.com/4313b9b9553313538aa9b1f4f5ca4b8c\" tg-width=\"640\" tg-height=\"48\" referrerpolicy=\"no-referrer\"/></p><p>This table compares Home Depot’s cash flow and free cash flow vs. net income and readers can see that as far back as 2017, the relationship looked normal but with the recent slowdown in housing, there is no question Home Depot is feeling the pressure, although part of it could be supply chain issues as well.</p><p>Is this a reason to sell Home Depot’s stock – probably not – but it speaks to how the quality of a company’s earnings are impacted when the model is placed under stress.</p><p><i><b>Summary/conclusion:</b></i> The total dollar value of US GDP at the end of 2021 was $23 trillion, and the four companies listed above represent about $1.5 trillion, or about 6.5% of that $23 trillion as of the latest quarter, using the “trailing-twelve-month” (TTM) revenue metric.</p><p>Walmart is America’s largest private sector employer employing 2.2 to 2.3 million, while Amazon is still a ways away from overtaking Walmart in that metric, but now employs 1.5 million Americans as of 9/30/22, up from 1.1 million as of September 2020.</p><p>Here’s how the trailing twelve-month revenue falls out by company as of the latest quarter reported:</p><ul><li>Walmart: $600 billion</li><li>Amazon: $502 billion</li><li>Costco: $227 billion</li><li>Home Depot: $157 billion</li><li>Total: $1,486 trillion</li></ul><p>The Wall Street Journal article made the point about Walmart’s and Amazon’s importance to consumer inflation, although many including David Faber of CNBC have done media specials on Walmart’s treatment of suppliers, etc. some of which are not always “fair and balanced” (and I’m not speaking of Faber’s special, which I thought was balanced).</p><p>But it’s at times like this that you can appreciate that as supply disruptions and the pandemic influences fade, Walmart has the ability to squeeze consumer inflation out of the pipeline. (Having never modeled Target, it wasn’t included in the above analysis.)</p><p>In Michael Porter’s legendary “Competitive Strategy” book, one of the competitive tenets in industry sparring matches is “power over suppliers”, thus Walmart could be said to have two of the basic principles, i.e. low-cost leader and power over suppliers, although Amazon has unquestionably closed the gap on Walmart and has become a formidable competitor since early this century.</p><p>Looking at Walmart’s “average” revenue growth since the mid ’90s here’s what I found:</p><ul><li>’20 to ’22: averaged 3% revenue growth</li><li>’10 to ’19: averaged 2% revenue growth</li><li>’00 to ’09: averaged 11% revenue growth</li><li>’96 to ’99: averaged 14% revenue growth</li></ul><p>What happened to Walmart’s revenue growth, if the same “compare” were run for Amazon, Amazon (and probably Costco too) would likely be the mirror image of these bullet points, which is probably a surprise to no one.</p><p>Walmart’s enormous competitive advantage today is that at least half their revenue – which was $600 billion TTM as of the last earnings report – is grocery, the holy grail of retail since it’s low cost and it drives foot traffic.</p><p>Walmart has to be the largest grocer in the world, or at the very least America, although I heard one CNBC guest around Walmart’s last earnings report say that he thought grocery was now 70% of Walmart’s total revenue. (That was a surprise.)</p><p>When Jeff Bezos stepped down as Amazon CEO, he said he was going to take on the “physical store” aspect of Amazon’s revenue base, which is the Whole Foods acquisition, thus while the big opportunity for Amazon is still “grocery” that has to be a very long uphill battle for the ecommerce giant given Walmart’s dominance. Not being a sell-side analyst it would seem that Costco and Kroger (KR) represent larger competitive threats to Walmart today than Amazon.</p><p>Agreeing in principle with the Wall Street Journal article, I hope this article provided a little more “analytical flavor” in terms of the numbers (and this article was probably too technical for easy reading), since these 4 retailers represent 6.5% of what was 2021 total GDP of $23 trillion.</p><p>Typically and historically per what’s been read, once inflation starts to roll over, it tends to continue to fall, so as Walmart and Amazon work through their bloated inventory and supply chain issues, expect more pressure on inflation, and in Walmart’s case especially food inflation.</p><p>Take everything you read here as one opinion, and with a substantial grain of salt. Hopefully, readers found the content interesting.</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>CPI Inflation Will Come Down: A Look At Walmart, Amazon, Costco And Home Depot</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\">\nCPI Inflation Will Come Down: A Look At Walmart, Amazon, Costco And Home Depot\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-27 12:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4560535-cpi-inflation-will-come-down-a-look-at-walmart-amazon-costco-and-home-depot><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Wall Street Journal wrote an article in the last 10 days or so noting that both Walmart (WMT) and Amazon (AMZN) will begin pushing back on their suppliers' price hikes, which has forced the big ...</p>\n\n<a href=\"https://seekingalpha.com/article/4560535-cpi-inflation-will-come-down-a-look-at-walmart-amazon-costco-and-home-depot\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"COST":"好市多","HD":"家得宝","WMT":"沃尔玛","AMZN":"亚马逊"},"source_url":"https://seekingalpha.com/article/4560535-cpi-inflation-will-come-down-a-look-at-walmart-amazon-costco-and-home-depot","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2286418053","content_text":"The Wall Street Journal wrote an article in the last 10 days or so noting that both Walmart (WMT) and Amazon (AMZN) will begin pushing back on their suppliers' price hikes, which has forced the big retailers into the unenviable position of using “price” rather than traffic or volume to drive revenue growth since early 2020, given COVID and the various supply chain issues and distortions caused by COVID that have wreaked havoc on the business.The WSJ article was eerily reminiscent of Joe Nocera’s article in the New York Times in the early 1990s, where Nocera noted that the one reason inflation likely remained contained in the early 1990s was due to Walmart and its emphasis on “every day low price” or EDLP, not in the literal sense, but from the perspective that the average American probably doesn’t realize the impact Walmart, Amazon, now Costco (COST) and Home Depot (HD), have on retail pricing today, given their size.Walmart recently had a good earnings report for its fiscal 3rd quarter ended October ’22, where revenue grew 8.75%, operating income grew 4% and EPS grew 3.5% year-over-year (YoY). This blog previewed the earnings report on Seeking Alpha here.If readers quickly peruse the earnings preview, it was noted that Walmart was suffering from “retail constipation” as inventory growth had far exceeded sales growth and for a company that runs like a Swiss watch, this was a rare occurrence indeed.However, as the following spreadsheet shows, Walmart has vastly improved its revenue growth vs. inventory growth, although it's still not yet in line with historical standards:Readers need to click on the above spreadsheet to see the relationship between revenue and inventory growth YoY and note how during COVID in 2020, inventory fell sharply and then – perhaps – a much stronger reopening was expected, which drove an inventory build.And now in the late stages of 2022, particularly the last quarter, Walmart is finally getting the relationship back to normal, although it’s still not quite there yet, since ideally, revenue growth should exceed inventory growth YoY, for at least 3 of the 4 quarters every year.What’s important for readers to understand is that this relationship impacts working capital and thus cash flow from operations, so just this one metric – particularly for a retailer – can have a dramatic influence on profitability and cash flow.Walmart’s typical “inventory turnover” is usually between 2.0x and 2.5x looking back to 2018, but it’s now at under 2.0x, with the last 3 quarters coming in around 1.8x as the retail giant tries to push the inventory bowling ball through the snake.Average ticket vs. traffic at Walmart:If you ever want some insight into a retail business look at “average ticket vs. traffic”: Walmart being the giant that it is, look how the two are used in tandem, both through the pandemic and then after it.My guess is Walmart will do everything it can to reduce that “average ticket” over time. It’s a struggle now since the conference call notes said that Walmart is guiding to a consumer that might might slow spending in Q4 ’23 (ends Jan ’23) “given persistent inflationary pressure in food and consumables”, however that is probably a conservative guide for the giant retailer given its history.Amazon: This table shows the identical measurement that Walmart contains but it’s not apples-to-apples since Amazon Web Services, Subscriptions and Advertising revenue segments are now 31% of Amazon’s total revenue as of 9/30/22. It’s unknown to me how subscriptions and advertising impact “inventory” which would distort the inventory numbers so to speak.What’s clear is that Amazon is still 69% online, physical stores and 3rd party resellers, and you would think that the advantage to the 3rd party re-sellers for Amazon is that it would allow Amazon to not have to use their balance sheet to stock inventory. (That’s an assumption on my part.)The point being that the last quarter where Amazon’s revenue growth exceeded inventory growth was the June ’21 quarter right around the time the stock peaked at $188 per share.Coincidence or Correlation? You tell me what you think.Still as Amazon’s ecommerce division rights itself after expanding too rapidly, revenue consisting of 69-70% of $502 billion in total revenue, there should be ample opportunity to obtain supplier concessions in the Amazon marketplace.Costco:TTM revenue for Costco as of the August ’22 quarter, was $226 bl.Costco never suffered the “traffic” decline that Walmart and Home Depot have incurred, thus their quarterly comps, which averaged roughly 5-6% in calendar 2019, have averaged 13% since calendar 2020 or the earliest days since the pandemic began.The problem with including Costco in an analysis with Walmart, Amazon and Home Depot, is that COST is a warehouse club and “inventory” is different than the typical retailer: my understanding is that inventory is taken in as a consignment rather than owned directly.COST is probably better compared to Sam’s Club directly than Walmart itself, (with Sam’s Club being a division of Walmart) but with $226 billion in TTM sales, I thought it was worth a look from a market power perspective.In Costco’s 10-Q, the various product lines are broken out and the revenue detailed and for COST, “Foods & Sundries” and “Fresh Foods” are roughly 50% of COST’s total revenue.(I’m guessing – and please note that – COST is probably considerably smaller than Walmart's pure grocery or “fresh foods” segment. COST’s Q shows that “fresh foods” is just 13% of total revenue as of the last quarter.(Note too that the next COST earnings report is December 8th and thus readers will get another look at food and grocery inflation as of November ’22 quarter-end, before the next CPI report.)Home Depot:Although it’s not considered a “general merchandise retailer”, Home Depot was thrown into the mix given its annual revenue growth and housing’s importance to the CPI, i.e. owners' equivalent rent, and such are a 30% weight in the CPI basket.This above spreadsheet shows that Home Depot like Walmart is relying on “ticket” vs. traffic to make it through both the post-Covid supply chain issues and the housing slowdown.What I worry about regarding Home Depot is that if you look at “cash flow vs. net income” you could make a case for the Home Depot business model being under some stress.This table compares Home Depot’s cash flow and free cash flow vs. net income and readers can see that as far back as 2017, the relationship looked normal but with the recent slowdown in housing, there is no question Home Depot is feeling the pressure, although part of it could be supply chain issues as well.Is this a reason to sell Home Depot’s stock – probably not – but it speaks to how the quality of a company’s earnings are impacted when the model is placed under stress.Summary/conclusion: The total dollar value of US GDP at the end of 2021 was $23 trillion, and the four companies listed above represent about $1.5 trillion, or about 6.5% of that $23 trillion as of the latest quarter, using the “trailing-twelve-month” (TTM) revenue metric.Walmart is America’s largest private sector employer employing 2.2 to 2.3 million, while Amazon is still a ways away from overtaking Walmart in that metric, but now employs 1.5 million Americans as of 9/30/22, up from 1.1 million as of September 2020.Here’s how the trailing twelve-month revenue falls out by company as of the latest quarter reported:Walmart: $600 billionAmazon: $502 billionCostco: $227 billionHome Depot: $157 billionTotal: $1,486 trillionThe Wall Street Journal article made the point about Walmart’s and Amazon’s importance to consumer inflation, although many including David Faber of CNBC have done media specials on Walmart’s treatment of suppliers, etc. some of which are not always “fair and balanced” (and I’m not speaking of Faber’s special, which I thought was balanced).But it’s at times like this that you can appreciate that as supply disruptions and the pandemic influences fade, Walmart has the ability to squeeze consumer inflation out of the pipeline. (Having never modeled Target, it wasn’t included in the above analysis.)In Michael Porter’s legendary “Competitive Strategy” book, one of the competitive tenets in industry sparring matches is “power over suppliers”, thus Walmart could be said to have two of the basic principles, i.e. low-cost leader and power over suppliers, although Amazon has unquestionably closed the gap on Walmart and has become a formidable competitor since early this century.Looking at Walmart’s “average” revenue growth since the mid ’90s here’s what I found:’20 to ’22: averaged 3% revenue growth’10 to ’19: averaged 2% revenue growth’00 to ’09: averaged 11% revenue growth’96 to ’99: averaged 14% revenue growthWhat happened to Walmart’s revenue growth, if the same “compare” were run for Amazon, Amazon (and probably Costco too) would likely be the mirror image of these bullet points, which is probably a surprise to no one.Walmart’s enormous competitive advantage today is that at least half their revenue – which was $600 billion TTM as of the last earnings report – is grocery, the holy grail of retail since it’s low cost and it drives foot traffic.Walmart has to be the largest grocer in the world, or at the very least America, although I heard one CNBC guest around Walmart’s last earnings report say that he thought grocery was now 70% of Walmart’s total revenue. (That was a surprise.)When Jeff Bezos stepped down as Amazon CEO, he said he was going to take on the “physical store” aspect of Amazon’s revenue base, which is the Whole Foods acquisition, thus while the big opportunity for Amazon is still “grocery” that has to be a very long uphill battle for the ecommerce giant given Walmart’s dominance. Not being a sell-side analyst it would seem that Costco and Kroger (KR) represent larger competitive threats to Walmart today than Amazon.Agreeing in principle with the Wall Street Journal article, I hope this article provided a little more “analytical flavor” in terms of the numbers (and this article was probably too technical for easy reading), since these 4 retailers represent 6.5% of what was 2021 total GDP of $23 trillion.Typically and historically per what’s been read, once inflation starts to roll over, it tends to continue to fall, so as Walmart and Amazon work through their bloated inventory and supply chain issues, expect more pressure on inflation, and in Walmart’s case especially food inflation.Take everything you read here as one opinion, and with a substantial grain of salt. Hopefully, readers found the content interesting.","news_type":1,"symbols_score_info":{"COST":1,"HD":1,"WMT":0.9,"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":3457,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9966123688,"gmtCreate":1669445983945,"gmtModify":1676538198269,"author":{"id":"3586310553293679","authorId":"3586310553293679","name":"SaberNoTooth","avatar":"https://community-static.tradeup.com/news/0e76511083610259e2add7e6e0f7ad6c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586310553293679","idStr":"3586310553293679"},"themes":[],"htmlText":"Pls like. Thanks","listText":"Pls like. Thanks","text":"Pls like. Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9966123688","repostId":"2286650311","repostType":4,"repost":{"id":"2286650311","kind":"highlight","pubTimestamp":1669426086,"share":"https://ttm.financial/m/news/2286650311?lang=en_US&edition=fundamental","pubTime":"2022-11-26 09:28","market":"us","language":"en","title":"Apple: Ignore The Zero-COVID Policy And Manchester United Noise","url":"https://stock-news.laohu8.com/highlight/detail?id=2286650311","media":"Seekingalpha","summary":"The Apple Investment Thesis Is Still IntactIt is evident that Apple (NASDAQ:AAPL) is in the hot seat","content":"<html><head></head><body><h2><b>The Apple Investment Thesis Is Still Intact</b></h2><p>It is evident that Apple (NASDAQ:AAPL) is in the hot seat now, due to the rumored Manchester United takeover and the riot in Foxconn&#39;s factory in Zhengzhou. While almost impossible, we suppose the massively popular soccer team may add some advertising and marketing value to the company, especially in the Apple TV segment. However, due to the potential cash burn and the odd timing coinciding with World Cup excitement, it is unlikely that the rumor is true. We&#39;ll see, since Daily Star has also speculated Amazon (AMZN) and Meta (META) as prospective buyers.</p><p>On the other hand, we do not expect lingering issues from the Foxconn riot. Notably, iPhone 12 was released in October 2020 at a time when global economies were shut down and China under lockdown. And yet, AAPL and Foxconn went above and beyond in delivering 100M units by H1&#39;21. Though the Zhengzhou plant was previously responsible for four in five iPhone production and assembly, we expect these deliveries to still be completed, albeit delayed with much controversy.</p><p>Moving forward, Foxconn is already diversifying its production locations to Vietnam and Thailand, with the factory in India already producing additional iPhone 14 models since early November. Though the iPhone 14 Pro model is still limited to the Chinese factory, we expect things to change in the short term, since the factory in India is reportedly close to achieving parity with China&#39;s capacity. Therefore, safeguarding AAPL&#39;s top and bottom lines ahead, no matter the temporal headwinds.</p><p>Even Mr. Market remains optimistic about AAPL&#39;s forward execution, since the stock continues to trade above its 50-day moving average, significantly aided by the upbeat October CPI reports. Assuming that 75.8% of analysts are right that the Feds truly pivot earlier by December, we may see another wave of optimism lifting most boats up then. One word of caution though, it is uncertain if this recovery will be sustainable through 2023, as the Feds may also raise terminal rates to over 6%.</p><h2><b>AAPL&#39;s Performance Continue To Defy The Bears</b></h2><p><b>AAPL Revenue, Net Income ( in billion $ ) %, EBIT %, and EPS</b></p><p></p><p><img src=\"https://static.tigerbbs.com/0b64fba2e93c8db104b8c1c98ec6d412\" referrerpolicy=\"no-referrer\"/></p><p>S&amp;P Capital IQ</p><p>In its latest earnings call, AAPL reported excellent YoY expansion in gross margins from 41.8% in FY2021 to 43.3% in FY2022, indicating its excellent pricing power despite the rising inflationary pressures. The company also recorded exemplary EBIT and net income margins of 27.6% and 23% in FQ4&#39;22, respectively, representing excellent command of operating expenses over the past three years. This is impressive, despite the elevated stock-based compensation of $9.03B in FY2022, against $7.9B in FY2021 and $6.06B in FY2019. Then again, with $95.62B of share repurchases and $14.84B of dividends paid out at the same time, we are not overly concerned about the destruction of shareholders&#39; value.</p><p><b>AAPL Cash/ Investments, FCF ( in billion $ ) %, and Debts</b></p><p></p><p><img src=\"https://static.tigerbbs.com/939b756788b92bbbf2a6e101ab6fb85b\" referrerpolicy=\"no-referrer\"/></p><p>S&amp;P Capital IQ</p><p>Thereby, also expanding AAPL&#39;s Free Cash Flow (FCF) generation to $20.84B for the latest quarter, or $111.44B for FY2022, improving its margins by 2.9 percentage points YoY. However, long-term investors would be well-advised to monitor the health of its balance sheet, due to the continuous decline in its total cash/ investments to $48.3B by the latest quarter, indicating a -22.89% headwind YoY or -51.96% from FY2019 levels.</p><p>Furthermore, AAPL&#39;s debt levels remain elevated thus far, with $11.13B due 2023, despite the growth in its FCF generation. Nonetheless, with its long-term debts well-laddered through 2062, the company is still well-positioned for the short term market volatility in 2023.</p><p><b>AAPL Projected Revenue, Net Income ( in billion $ ) %, EBIT %, and EPS, and</b> <b>FCF %</b></p><p></p><p><img src=\"https://static.tigerbbs.com/c5dd8a68dd2244820105b96fa14e0b48\" referrerpolicy=\"no-referrer\"/></p><p>S&amp;P Capital IQ</p><p>Furthermore, AAPL&#39;s top and bottom line growth through FY2025 remains robust, despite the tragic market-wide correction thus far. Mr. Market has only discounted its forward execution by -2.06% and -7.96%, respectively, since May 2022. Furthermore, we may see an upwards re-rating ahead, assuming that its mixed-reality headsets are released in 2023 and Apple Car by 2025. Given its unique positioning in the tech market and loyal global fan base with higher spending power, it is not hard to see why AAPL is well-covered by market analysts.</p><p>In the meantime, we encourage you to read our previous article on AAPL, which would help you better understand its position and market opportunities.</p><ul><li>Apple: Hello Recession</li><li>Apple Vs. Meta: Battle Of The Mixed Reality</li></ul><h2><b>So, Is AAPL Stock A Buy, Sell, or Hold?</b></h2><p><b>AAPL 5Y EV/Revenue and P/E Valuations</b></p><p></p><p><img src=\"https://static.tigerbbs.com/8ccb10ea1431a665c5d82802ec26e030\" referrerpolicy=\"no-referrer\"/></p><p>S&amp;P Capital IQ</p><p>AAPL is currently trading at an EV/NTM Revenue of 5.81x and NTM P/E of 24.20x, higher than its 5Y mean of 4.72x and 22.19x. Otherwise, comparatively lower than its YTD mean of 6.15x and 25.46x, respectively. Otherwise, the stock has also recorded an excellent recovery of 12.01% since recent rock bottom levels in early November. Despite so, consensus estimates remain bullish about AAPL&#39;s prospects, given their price target of $180.70 and a 19.61% upside from current prices.</p><p><b>AAPL YTD Stock Price</b></p><p></p><p><img src=\"https://static.tigerbbs.com/932da1c65e7f3b000a7065a05264b9b3\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p>It is not hard to see why AAPL remains the king of the FAANG stocks, despite the market-wide correction thus far. The stock has suffered minimally in the past year by a moderate decline of -17%, compared to the S&amp;P 500 Index by -16.04% and Meta by a tragic -66.85% at the same time. Investors must not forget the subscription plan previously reported by Bloomberg, since AAPL&#39;s top and bottom lines remained mostly intact through FY2025, despite the peak recessionary fears.</p><p>Nonetheless, we have to also admit that investors should wait for a moderate retracement before adding at current levels. That is if one had missed loading up at the recent bottom of $134. There are still some uncertainties in the short term, since the Feds are due to meet by mid-December, with the circumstances still chaotic in Zhengzhou. While its long-term prospects are stellar, we expect to see another bottom retest soon. Especially by the FQ1&#39;23 earnings call, since AAPL may fail to deliver part of its iPhone 14 orders, thereby, missing consensus revenue estimates of $125.85B and EPS of $2.04. Patience for now.</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>Apple: Ignore The Zero-COVID Policy And Manchester United Noise</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\">\nApple: Ignore The Zero-COVID Policy And Manchester United Noise\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-26 09:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4560473-apple-ignore-zero-covid-policy-manchester-united-noise><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Apple Investment Thesis Is Still IntactIt is evident that Apple (NASDAQ:AAPL) is in the hot seat now, due to the rumored Manchester United takeover and the riot in Foxconn's factory in Zhengzhou. ...</p>\n\n<a href=\"https://seekingalpha.com/article/4560473-apple-ignore-zero-covid-policy-manchester-united-noise\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4560473-apple-ignore-zero-covid-policy-manchester-united-noise","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2286650311","content_text":"The Apple Investment Thesis Is Still IntactIt is evident that Apple (NASDAQ:AAPL) is in the hot seat now, due to the rumored Manchester United takeover and the riot in Foxconn's factory in Zhengzhou. While almost impossible, we suppose the massively popular soccer team may add some advertising and marketing value to the company, especially in the Apple TV segment. However, due to the potential cash burn and the odd timing coinciding with World Cup excitement, it is unlikely that the rumor is true. We'll see, since Daily Star has also speculated Amazon (AMZN) and Meta (META) as prospective buyers.On the other hand, we do not expect lingering issues from the Foxconn riot. Notably, iPhone 12 was released in October 2020 at a time when global economies were shut down and China under lockdown. And yet, AAPL and Foxconn went above and beyond in delivering 100M units by H1'21. Though the Zhengzhou plant was previously responsible for four in five iPhone production and assembly, we expect these deliveries to still be completed, albeit delayed with much controversy.Moving forward, Foxconn is already diversifying its production locations to Vietnam and Thailand, with the factory in India already producing additional iPhone 14 models since early November. Though the iPhone 14 Pro model is still limited to the Chinese factory, we expect things to change in the short term, since the factory in India is reportedly close to achieving parity with China's capacity. Therefore, safeguarding AAPL's top and bottom lines ahead, no matter the temporal headwinds.Even Mr. Market remains optimistic about AAPL's forward execution, since the stock continues to trade above its 50-day moving average, significantly aided by the upbeat October CPI reports. Assuming that 75.8% of analysts are right that the Feds truly pivot earlier by December, we may see another wave of optimism lifting most boats up then. One word of caution though, it is uncertain if this recovery will be sustainable through 2023, as the Feds may also raise terminal rates to over 6%.AAPL's Performance Continue To Defy The BearsAAPL Revenue, Net Income ( in billion $ ) %, EBIT %, and EPSS&P Capital IQIn its latest earnings call, AAPL reported excellent YoY expansion in gross margins from 41.8% in FY2021 to 43.3% in FY2022, indicating its excellent pricing power despite the rising inflationary pressures. The company also recorded exemplary EBIT and net income margins of 27.6% and 23% in FQ4'22, respectively, representing excellent command of operating expenses over the past three years. This is impressive, despite the elevated stock-based compensation of $9.03B in FY2022, against $7.9B in FY2021 and $6.06B in FY2019. Then again, with $95.62B of share repurchases and $14.84B of dividends paid out at the same time, we are not overly concerned about the destruction of shareholders' value.AAPL Cash/ Investments, FCF ( in billion $ ) %, and DebtsS&P Capital IQThereby, also expanding AAPL's Free Cash Flow (FCF) generation to $20.84B for the latest quarter, or $111.44B for FY2022, improving its margins by 2.9 percentage points YoY. However, long-term investors would be well-advised to monitor the health of its balance sheet, due to the continuous decline in its total cash/ investments to $48.3B by the latest quarter, indicating a -22.89% headwind YoY or -51.96% from FY2019 levels.Furthermore, AAPL's debt levels remain elevated thus far, with $11.13B due 2023, despite the growth in its FCF generation. Nonetheless, with its long-term debts well-laddered through 2062, the company is still well-positioned for the short term market volatility in 2023.AAPL Projected Revenue, Net Income ( in billion $ ) %, EBIT %, and EPS, and FCF %S&P Capital IQFurthermore, AAPL's top and bottom line growth through FY2025 remains robust, despite the tragic market-wide correction thus far. Mr. Market has only discounted its forward execution by -2.06% and -7.96%, respectively, since May 2022. Furthermore, we may see an upwards re-rating ahead, assuming that its mixed-reality headsets are released in 2023 and Apple Car by 2025. Given its unique positioning in the tech market and loyal global fan base with higher spending power, it is not hard to see why AAPL is well-covered by market analysts.In the meantime, we encourage you to read our previous article on AAPL, which would help you better understand its position and market opportunities.Apple: Hello RecessionApple Vs. Meta: Battle Of The Mixed RealitySo, Is AAPL Stock A Buy, Sell, or Hold?AAPL 5Y EV/Revenue and P/E ValuationsS&P Capital IQAAPL is currently trading at an EV/NTM Revenue of 5.81x and NTM P/E of 24.20x, higher than its 5Y mean of 4.72x and 22.19x. Otherwise, comparatively lower than its YTD mean of 6.15x and 25.46x, respectively. Otherwise, the stock has also recorded an excellent recovery of 12.01% since recent rock bottom levels in early November. Despite so, consensus estimates remain bullish about AAPL's prospects, given their price target of $180.70 and a 19.61% upside from current prices.AAPL YTD Stock PriceSeeking AlphaIt is not hard to see why AAPL remains the king of the FAANG stocks, despite the market-wide correction thus far. The stock has suffered minimally in the past year by a moderate decline of -17%, compared to the S&P 500 Index by -16.04% and Meta by a tragic -66.85% at the same time. Investors must not forget the subscription plan previously reported by Bloomberg, since AAPL's top and bottom lines remained mostly intact through FY2025, despite the peak recessionary fears.Nonetheless, we have to also admit that investors should wait for a moderate retracement before adding at current levels. That is if one had missed loading up at the recent bottom of $134. There are still some uncertainties in the short term, since the Feds are due to meet by mid-December, with the circumstances still chaotic in Zhengzhou. While its long-term prospects are stellar, we expect to see another bottom retest soon. Especially by the FQ1'23 earnings call, since AAPL may fail to deliver part of its iPhone 14 orders, thereby, missing consensus revenue estimates of $125.85B and EPS of $2.04. Patience for now.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":3440,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9966037249,"gmtCreate":1669343148581,"gmtModify":1676538186218,"author":{"id":"3586310553293679","authorId":"3586310553293679","name":"SaberNoTooth","avatar":"https://community-static.tradeup.com/news/0e76511083610259e2add7e6e0f7ad6c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586310553293679","idStr":"3586310553293679"},"themes":[],"htmlText":"Pls like. Thanks&nbsp;","listText":"Pls like. Thanks&nbsp;","text":"Pls like. Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9966037249","repostId":"1123188420","repostType":4,"repost":{"id":"1123188420","kind":"news","pubTimestamp":1669347495,"share":"https://ttm.financial/m/news/1123188420?lang=en_US&edition=fundamental","pubTime":"2022-11-25 11:38","market":"us","language":"en","title":"World Cup Mania Is Here: 2 Stocks That Are Poised to Gain","url":"https://stock-news.laohu8.com/highlight/detail?id=1123188420","media":"TipRanks","summary":"The World Cup – the biggest global sporting event – kicked off on Sunday in Qatar. Despite the tourn","content":"<div>\n<p>The World Cup – the biggest global sporting event – kicked off on Sunday in Qatar. Despite the tournament’s controversial location, the soccer (or as it is known by the rest of the world, football) ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/world-cup-mania-is-here-2-stocks-that-are-poised-to-gain\">Source Link</a>\n\n</div>\n","source":"lsy1606183248679","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>World Cup Mania Is Here: 2 Stocks That Are Poised to Gain</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\">\nWorld Cup Mania Is Here: 2 Stocks That Are Poised to Gain\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-25 11:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/world-cup-mania-is-here-2-stocks-that-are-poised-to-gain><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The World Cup – the biggest global sporting event – kicked off on Sunday in Qatar. Despite the tournament’s controversial location, the soccer (or as it is known by the rest of the world, football) ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/world-cup-mania-is-here-2-stocks-that-are-poised-to-gain\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"EA":"艺电","FUBO":"fuboTV Inc."},"source_url":"https://www.tipranks.com/news/article/world-cup-mania-is-here-2-stocks-that-are-poised-to-gain","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123188420","content_text":"The World Cup – the biggest global sporting event – kicked off on Sunday in Qatar. Despite the tournament’s controversial location, the soccer (or as it is known by the rest of the world, football) extravaganza is expected to draw an audience of billions who will tune in to watch icons such as Lionel Messi, Christiano Ronaldo and Kylian Mbappe attempt to get their hands on the Jules Rimet trophy and write their names and their countries’ fellow representatives into history.Just for context, the previous 2018 World Cup saw an audience of over 3.6 billion people watch matches, with the final drawing 1.12 billion viewers – that’s more than 5x above the viewing figures for the 2022 Super Bowl.Such a global happening is bound to have commercial implications and could be advantageous to certain categories. To which ones exactly? Streaming platforms, online betting, soccer video games, digital advertising and sporting goods/apparel, all come readily to mind as segments which could benefit.With this in mind, we delved into the TipRanks database and pulled up two names which could get a boost from this global sporting festival. Let’s kick off.Electronic Arts (EA)Attempting to emulate the skills of global sports gods is a favorite pastime for gamers and the first stock will look at is an expert at providing such thrills. Electronic Arts is one of the video gaming space’s titans and a home computer gaming trailblazer.Specifically relating to the World Cup, its EA Sports titles include the FIFA soccer game in addition to titles such as NBA Live, Madden NFL, and NHL. The portfolio, however, extends beyond just sports titles, and includes some of gaming’s most well-known brands like Apex Legends, Battlefield, Need for Speed, and Plants vs. Zombies, amongst others.After benefiting immensely from the work-from-home trend during the pandemic, the reopening and then the economic downturn have been headwinds for the gaming industry as sales have cooled down in 2022.As such, EA’s latest quarterly report, for the second fiscal quarter (September quarter) was a mixed affair. Net bookings fell by 5.4% year-over-year to $1.75 billion, missing the Street’s forecast by $30 million, while the company also lowered its FY 2023 net bookings outlook from the range between $7.90 billion to $8.10 billion to the range between $7.65 billion and $7.85 billion. The Street’s forecast stood at $7.97 billion.However, the company beat expectations on the bottom-line with EPS of $1.07 coming in ahead of the $1.00 consensus estimate. Moreover, the company raised its FY 2023 EPS forecast to around $3.11-$3.34 from the prior guidance of $2.79-$2.87.Wedbush analyst Michael Pachter makes note of the strong performance in the current quarter from the game which stands to benefit the most from the World Cup.“FIFA is off to a record start so far this quarter, and the company announced several initiatives to drive Ultimate Team engagement as the tournament progresses over the remainder of the quarter,” the analyst said. “We’re confident in EA’s ability to grow the franchise in a World Cup year, and especially confident in its ability to grow this quarter, which is historically strong on its own… We continue to believe that the video game industry is undervalued, having historically traded at a significant premium to the market multiple.”To this end, Pachter rates EA shares an Outperform (i.e. Buy) while his $164 price target makes room for 12-month gains of 25%.Looking at the consensus breakdown, based on 9 Buy ratings vs. 4 Holds, EA receives a Moderate Buy consensus rating.fuboTV (FUBO)Let’s now look at a stock that stands to benefit in a different way from the World Cup. FuboTV is a streaming platform, and one that is mainly focused on sports.In fact, upon its launch in 2015, the streaming service was focused solely on soccer, but in 2017 changed tack to become an all-sports service and later, targeting the cord-cutting trend morphed into a virtual multichannel video programming distributor (vMVPD) model offering also non-sports programs. That said, sports remain the main focal point and depending on region (the service is available in the U.S., Canada and Spain), subscribers can watch EPL, NBA, MLB, NFL, NHL, MLS, CPL games as well as international football.Those subscribers have been growing with each quarter as was the case again in Q3. North American subscribers rose by 31% year-over-year to a record 1,231,000, while international subs reached 358,000. All this helped the company generate revenue of $225 million, above the $213 million expected on Wall Street.Ongoing growth aside, the problem for FUBO has been one of profitability – or lack thereof – a situation the company hopes to fix by 2025. While the continued losses, along with other issues such as rising competition and the effects of inflation are worries for Wedbush’s Michael Pachter, the analyst believes the fact FUBO raised its revenue and subscriber outlook when it released the Q3 metrics is indicative of how the company can make headway on account of the games.“We think management’s confidence around Q4 results in due in part to increased political advertising, as well as the anticipated uptick in subscribers driven by the upcoming World Cup, which fuboTV will uniquely be broadcasting in 4K,” Pachter explained. “Given the upside and downside risk, we think the current share price affords a compelling entry point.”To this end, Pachter has an Outperform (i.e. Buy) rating for FUBO shares, backed by a $5 price target. There’s plenty of upsides – 80% to be exact – should the target be met over the next 12 months.Overall, with 3 Buy and Hold ratings, each, the stock claims a Moderate Buy consensus view.","news_type":1,"symbols_score_info":{"EA":0.9,"FUBO":0.9}},"isVote":1,"tweetType":1,"viewCount":3431,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9961536047,"gmtCreate":1668993552889,"gmtModify":1676538135629,"author":{"id":"3586310553293679","authorId":"3586310553293679","name":"SaberNoTooth","avatar":"https://community-static.tradeup.com/news/0e76511083610259e2add7e6e0f7ad6c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586310553293679","idStr":"3586310553293679"},"themes":[],"htmlText":"Pls like. Thanks","listText":"Pls like. Thanks","text":"Pls like. Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9961536047","repostId":"1117170787","repostType":4,"repost":{"id":"1117170787","kind":"news","pubTimestamp":1669002303,"share":"https://ttm.financial/m/news/1117170787?lang=en_US&edition=fundamental","pubTime":"2022-11-21 11:45","market":"us","language":"en","title":"The Fed Minutes May Deliver A Massive Blow To The Stock Market","url":"https://stock-news.laohu8.com/highlight/detail?id=1117170787","media":"Seeking Alpha","summary":"SummaryThe November Fed Minutes will be released Wednesday afternoon.The bond and currency markets a","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>The November Fed Minutes will be released Wednesday afternoon.</li><li>The bond and currency markets are already preparing for very hawkish minutes.</li><li>Fed board members appear to think rates may head towards 5%.</li></ul><p>It will be a holiday-shortened trading week, but it will not be short on news events. The massive news event will come on Wednesday at 2 PM with the release of the November Fed minutes. These minutes will likely reverse the equity market&#39;s celebration following a lower-than-expected October CPI report, as the Fed has a different view and is already pushing back hard.</p><p>Since the release of that CPI report on November 10, Fed-speak has been crystal clear - slower rate hikes do not mean a lower terminal rate, and one better-than-expected CPI report isn&#39;t going to change the path of monetary policy. Ultimately, these speakers seem to think rates are going even higher.</p><p>St. Louis Fed Governor James Bullard suggested dovish assumptions about monetary policy justified additional rate hikes.</p><p>The November FOMC statement indicated the likelihood of a slower pace of rate hikes coming, while the FOMC press conference indicated that the terminal rate was likely to be higher than previously expected in September. Since the FOMC meeting, a strong case has been laid out by many FOMC members for the overnight rate to head over 5% and potentially to go as high as 5.25% in 2023.</p><p>If this message of higher rates is correctly delivered in the FOMC minutes, then it seems more likely than not that the equity market rally since the October CPI report in mid-November should not only pause but reverse.</p><p><b>VIX Positioning</b></p><p>Additionally, the VIX should rise sharply heading into the FOMC meeting on December 14. Not on worries over a 50 or 75 bps rate hike but due to concerns over the Fed&#39;s Summary of Economic Projections and the committee&#39;s dot plot for terminal rate for the end of 2023.</p><p>In fact, throughout 2022, there has been a pattern of the VIX rising or falling into the FOMC meeting following the market&#39;s perception of the Fed minutes. Currently, the VIX is trading towards the lower end of its trading range, around 23. The last time the VIX was this low heading into the release of the FOMC minutes came back on August 17, which also marked the end of the August rally and was followed by a sharp rise in the VIX and a very sharp decline in the S&amp;P 500. The same thing also happened at the beginning of April, which also marked the end of the March rally, and early January, which marked the market peak.</p><p><img src=\"https://static.tigerbbs.com/2eb742a0f644a317b0c584c79d197735\" tg-width=\"640\" tg-height=\"321\" referrerpolicy=\"no-referrer\"/></p><p>TradingView</p><p><b>Rates And The Dollar</b></p><p>The bond market is already anticipating the more hawkish commentary out of the Fed minutes to be released this week. The Fed funds rates again call for the peak rate to be above 5% and back to levels seen immediately following the November FOMC meeting. Additionally, that peak rate is now seen coming in July instead of May, incorporating smaller rate hikes.</p><p><img src=\"https://static.tigerbbs.com/085a10f01649229138206ef78793ac66\" tg-width=\"640\" tg-height=\"499\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>The view of higher rates has also helped lift the 2-year yield, moving it back above 4.5%, and stopped the bleeding of the dollar index. These are critical signs that the bond and currency markets are listening to what the FOMC members are saying and taking the calls for higher rates very seriously. The Fed minutes should enforce the view of the Fed officials and should only help to push the dollar and rates even higher.</p><p>Higher rates and a strong dollar should help financial conditions tighten, pushing stock prices lower and increasing implied volatility levels.</p><p><img src=\"https://static.tigerbbs.com/d88b54ba9843396edf02be5023d2da16\" tg-width=\"640\" tg-height=\"321\" referrerpolicy=\"no-referrer\"/></p><p>TradingView</p><p><b>Fall Back Plan</b></p><p>Just in case the market doesn&#39;t respond appropriately to these minutes. The Fed is taking no chances heading into the FOMC meeting this time and will ensure that there will be no mix-ups from a potential article drop heading into the December meeting. There will be no repeat of the October version of the dovish pivot.</p><p>This time Jay Powell will take things into his own hands and talk for an hour at the Brookings Institute on November 30, starting at 1:30 PM ET. The talk is even more critical because it will come one day before the official FOMC blackout period starts heading into the December 14 FOMC meeting. It will be Powell&#39;s chance to make sure the market does not veer off course over those two weeks.</p><p>The Fed has been telling the market all year that it intended to raise rates aggressively and wanted financial conditions to tighten. Yes, there have been countertrend rallies along the way, but if one thing is clear, the Fed has been committed to higher rates. If the minutes do not deliver that message this week, Powell will be sure to do on November 30 what he did on August 26 at Jackson Hole, putting the hammer down on the equity market again.</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>The Fed Minutes May Deliver A Massive Blow To The Stock Market</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\">\nThe Fed Minutes May Deliver A Massive Blow To The Stock Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-21 11:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4559258-fed-minutes-may-deliver-massive-blow-to-stock-market><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThe November Fed Minutes will be released Wednesday afternoon.The bond and currency markets are already preparing for very hawkish minutes.Fed board members appear to think rates may head ...</p>\n\n<a href=\"https://seekingalpha.com/article/4559258-fed-minutes-may-deliver-massive-blow-to-stock-market\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://seekingalpha.com/article/4559258-fed-minutes-may-deliver-massive-blow-to-stock-market","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117170787","content_text":"SummaryThe November Fed Minutes will be released Wednesday afternoon.The bond and currency markets are already preparing for very hawkish minutes.Fed board members appear to think rates may head towards 5%.It will be a holiday-shortened trading week, but it will not be short on news events. The massive news event will come on Wednesday at 2 PM with the release of the November Fed minutes. These minutes will likely reverse the equity market's celebration following a lower-than-expected October CPI report, as the Fed has a different view and is already pushing back hard.Since the release of that CPI report on November 10, Fed-speak has been crystal clear - slower rate hikes do not mean a lower terminal rate, and one better-than-expected CPI report isn't going to change the path of monetary policy. Ultimately, these speakers seem to think rates are going even higher.St. Louis Fed Governor James Bullard suggested dovish assumptions about monetary policy justified additional rate hikes.The November FOMC statement indicated the likelihood of a slower pace of rate hikes coming, while the FOMC press conference indicated that the terminal rate was likely to be higher than previously expected in September. Since the FOMC meeting, a strong case has been laid out by many FOMC members for the overnight rate to head over 5% and potentially to go as high as 5.25% in 2023.If this message of higher rates is correctly delivered in the FOMC minutes, then it seems more likely than not that the equity market rally since the October CPI report in mid-November should not only pause but reverse.VIX PositioningAdditionally, the VIX should rise sharply heading into the FOMC meeting on December 14. Not on worries over a 50 or 75 bps rate hike but due to concerns over the Fed's Summary of Economic Projections and the committee's dot plot for terminal rate for the end of 2023.In fact, throughout 2022, there has been a pattern of the VIX rising or falling into the FOMC meeting following the market's perception of the Fed minutes. Currently, the VIX is trading towards the lower end of its trading range, around 23. The last time the VIX was this low heading into the release of the FOMC minutes came back on August 17, which also marked the end of the August rally and was followed by a sharp rise in the VIX and a very sharp decline in the S&P 500. The same thing also happened at the beginning of April, which also marked the end of the March rally, and early January, which marked the market peak.TradingViewRates And The DollarThe bond market is already anticipating the more hawkish commentary out of the Fed minutes to be released this week. The Fed funds rates again call for the peak rate to be above 5% and back to levels seen immediately following the November FOMC meeting. Additionally, that peak rate is now seen coming in July instead of May, incorporating smaller rate hikes.BloombergThe view of higher rates has also helped lift the 2-year yield, moving it back above 4.5%, and stopped the bleeding of the dollar index. These are critical signs that the bond and currency markets are listening to what the FOMC members are saying and taking the calls for higher rates very seriously. The Fed minutes should enforce the view of the Fed officials and should only help to push the dollar and rates even higher.Higher rates and a strong dollar should help financial conditions tighten, pushing stock prices lower and increasing implied volatility levels.TradingViewFall Back PlanJust in case the market doesn't respond appropriately to these minutes. The Fed is taking no chances heading into the FOMC meeting this time and will ensure that there will be no mix-ups from a potential article drop heading into the December meeting. There will be no repeat of the October version of the dovish pivot.This time Jay Powell will take things into his own hands and talk for an hour at the Brookings Institute on November 30, starting at 1:30 PM ET. The talk is even more critical because it will come one day before the official FOMC blackout period starts heading into the December 14 FOMC meeting. It will be Powell's chance to make sure the market does not veer off course over those two weeks.The Fed has been telling the market all year that it intended to raise rates aggressively and wanted financial conditions to tighten. Yes, there have been countertrend rallies along the way, but if one thing is clear, the Fed has been committed to higher rates. If the minutes do not deliver that message this week, Powell will be sure to do on November 30 what he did on August 26 at Jackson Hole, putting the hammer down on the equity market again.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":3530,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9961321091,"gmtCreate":1668843913013,"gmtModify":1676538121346,"author":{"id":"3586310553293679","authorId":"3586310553293679","name":"SaberNoTooth","avatar":"https://community-static.tradeup.com/news/0e76511083610259e2add7e6e0f7ad6c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586310553293679","idStr":"3586310553293679"},"themes":[],"htmlText":"Pls like. Thanks&nbsp;","listText":"Pls like. Thanks&nbsp;","text":"Pls like. Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9961321091","repostId":"1143890380","repostType":4,"repost":{"id":"1143890380","kind":"news","pubTimestamp":1668822759,"share":"https://ttm.financial/m/news/1143890380?lang=en_US&edition=fundamental","pubTime":"2022-11-19 09:52","market":"us","language":"en","title":"Sea Limited: Profitability May Be Around The Corner","url":"https://stock-news.laohu8.com/highlight/detail?id=1143890380","media":"Seeking Alpha","summary":"SummaryFurther uncertainty for Sea Limited's Garena as its QAU did not stabilize as expected. New ga","content":"<html><head></head><body><h3>Summary</h3><ul><li>Further uncertainty for Sea Limited&#39;s Garena as its QAU did not stabilize as expected. New games were launched in recent months.</li><li>Shopee’s race to profitability has accelerated as shown in the material improvements in unit economics, and they are expected to be profitable by FY23.</li><li>SeaBank&#39;s credit business is growing strongly and its overall credit business is profitable and cash flow positive. Its revenue now makes up 10.4% of its overall revenue.</li><li>Execution has been on point in attaining profitability although that resulted in declining growth in FY22. Management believes growth can reaccelerate once it achieves profitability.</li><li>Sea Limited has sufficient cash reserves to pay off the convertible notes.</li></ul><h3>Investment Thesis</h3><p><a href=\"https://laohu8.com/S/SE\">Sea Limited</a> has come under much scrutiny in the past 2 years as the shift in focus from growth to profitability and macro headwinds have led to a massive growth decline across itsShopee and Garena units. While this is unfortunate, management has executed brilliantly so far to turn the company into an increasingly self-sufficient business in the near term.</p><p>In this article, I attempt to dive deeper into itsQ3 2022 resultand provide an overall analysis of the earnings. Although I’d like to highlight that the management has explicitly stated that growth can reaccelerate after attaining profitability and that they have a sufficient cash reserve to pay off the convertible notes sitting on the balance sheet.</p><h3>Garena<img src=\"https://static.tigerbbs.com/ab8fe0ed7909a98b7fdf0b930bc362df\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/></h3><p>SE 10-Q</p><p><img src=\"https://static.tigerbbs.com/8386bb1c95c3d5300e1fe0f371528199\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/></p><p>SE 10-Q</p><p>Garena’s QAU and QPU continued to decline sequentially, as the management’s anticipation of its user base stabilizing did not materialize. The macro headwinds continue to be a headache, and it seems that there is more uncertainty lying ahead for Garena Free Fire. The key forward is to focus on launching new games, with games such asPrimitive EraandBlack Clover Mobilelaunching recently. While this indicates that management is working hard to reaccelerate Garena’s growth, it is important to recognize that the success of games is not guaranteed, and this is the bigger uncertainty for the business. As a result, this caused its adjusted EBITDA margin to further decline to 32.5% during the quarter.</p><p>Additionally, management states that the expiry of the agreement with Riot Games will have no impact on Garena’s publishing business, and Garena is seeking other top-game developers for their publishing business.</p><p>Shopee<img src=\"https://static.tigerbbs.com/79b7f33be279fa015f52addd35b55d96\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/>SE 10-Q<img src=\"https://static.tigerbbs.com/6aaff49a0ba8c901eadda2b7cf01a391\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/>SE 10-Q</p><p>Shopee’s GMV grew 14% Y/Y and the number of orders grew 18% Y/Y, a continuous decline in the past couple of quarters. This is a result of management pulling back on its sales and marketing (“S&amp;M”) expenses, exiting multiple markets, cutting costs aggressively (such as hiring), and lastly, the lower consumer discretionary spending. This is in contrast to Lazada (NYSE: BABA), as the number oforders declined Y/Yand they are also prioritizing profitability through increased monetization.</p><p>While this does show that consumers continue to spend on Shopee in SEA, its GMV and number of orders are partially contributed by Shopee Brazil. In a tough macro environment, Shopee experienced a 36% Y/Y growth in the number of brands on the platform, indicating that Shopee is an increasingly important partner in growing its online revenue.<img src=\"https://static.tigerbbs.com/7e09e1e030c482f41afaf8695896f9ec\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/>SE 10-Q</p><p>The more important portion is Shopee’s improvement in profitability. Its overall adjusted EBITDA loss per order continues to improve by 23.5% sequentially, and more specifically, Shopee Brazil’s loss per order improved by 27.5% sequentially during the quarter as compared to 6.6% in the last quarter. Moreover, Shopee is expected to attain profitability by FY23 instead of FY25 as previously guided by the management. This goes to show that the management has made great strides in pursuing profitability, which is impressive in my view. Once it attained self-sufficiency, growth can reaccelerate, although, the management is expecting flat or negative growth in certain metrics in the near term.</p><h3>SeaBank</h3><p><i>Note that I will be using “SeaBank” and “SeaMoney” interchangeably.</i></p><p><img src=\"https://static.tigerbbs.com/0f0cb77d6ac22f50a1208eaf075db51c\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/></p><p>SE 10-Q</p><p>SeaMoney’s loan receivables grew 46% from 4Q21 and 110% from 3Q21 to $2.2 billion. These are loans provided to customers whereby SeaMoney generates revenue by charging interest rates, and it has been growing quickly. In myprevious article, I showed that in Sep 2022, SeaBank Indonesia grew its loans and customer deposits by 111% Y/Y and 147% Y/Y, respectively, and the launch of ShopeePay in Brazil. During the earnings call, management stated that the credit business is profitable and cash flow positive, and it will be focusing on growing this business in Southeast Asia (“SEA”) and Brazil.</p><p>Additionally, they have also said to diversify their source of funding for the credit business, which I believe is to seek third-party financing partners to reduce the capital required for the business and at the same time, reduce credit risk. Similar to Bank Jago (IDX: ARTO), SeaBank may utilize the data of its partners to help improve the non-performing loans and scale its lending. Readers who are unaware of SeaBank’s business model can head to mydeep diveinto the company.</p><p><img src=\"https://static.tigerbbs.com/2de194897c03f180f99a0dd2b75bf2d0\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/></p><p>SE 10-Q</p><p><img src=\"https://static.tigerbbs.com/5932cc09aca0134084217800afb30399\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/></p><p>SE 10-Q</p><p><img src=\"https://static.tigerbbs.com/6205c82c79c753720862ed8385dd0e2a\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/></p><p>SE 10-Q</p><p>As a result of its growing deposits and loan books, its Q3 2022 revenue grew 147% Y/Y, and it has been increasingly making up a bigger portion of its overall revenue at 10.4% this quarter. Management had also been deliberate in cutting down on S&amp;M expenses and combined with its acceleration revenue growth, its adjusted EBITDA margin has improved massively to -20.7% during the quarter. This is compared to -40% in 2Q22 and -120.3% a year ago.</p><h3>Sufficient Cash Reserves To Pay off Convertible Notes<img src=\"https://static.tigerbbs.com/4ff585449530fce4084e7d1447e077b4\" tg-width=\"1280\" tg-height=\"798\" referrerpolicy=\"no-referrer\"/></h3><p>SE 10-Q</p><p>One of the biggest concerns about Sea Limited for investors is the cash burn rate, as they fear that the company does not have enough sufficient cash reserves to pay off convertible notes maturing in 2026. However, not only did the cash outflow slow in Q3 2022, but the management has also hinted that there are sufficient cash reserves to pay off the convertible notes:</p><blockquote>“We aim to continue to maintain a net cash position, after budgeting for the full retirement in cash of outstanding convertible bonds and assuming no external funding.”</blockquote><h3>Conclusion</h3><p>Overall, this was a pretty decent quarter for Sea Limited, as we could see that they had made huge improvements on the road to profitability, particularly for Shopee. While that comes at a growth trade-off, management has indicated that Shopee can reaccelerate its growth after attaining profitability in FY23, which is pulled forward from FY25 as guided previously.</p><p>Garena&#39;s results continue to be a concern as macro seems to have a longer-than-expected impact on its user base and its profitability as a result has been trending downwards over the past couple of quarters. Management has been working hard on its gaming pipelines, although the uncertainty lies in the successes of these new games and whether they could reaccelerate their growth in the future.</p><p>SeaBank has been growing its top line really quickly and huge improvements were made on the bottom line as well. Furthermore, the overall credit business is profitable and is generating positive cash flow, and has been increasingly making up a larger proportion of its total revenue. I continue to believe that this can be a potential growth driver for Sea Limited.</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>Sea Limited: Profitability May Be Around The Corner</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\">\nSea Limited: Profitability May Be Around The Corner\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-19 09:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4559176-sea-limited-profitability-may-be-around-the-corner><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryFurther uncertainty for Sea Limited's Garena as its QAU did not stabilize as expected. New games were launched in recent months.Shopee’s race to profitability has accelerated as shown in the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4559176-sea-limited-profitability-may-be-around-the-corner\">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://seekingalpha.com/article/4559176-sea-limited-profitability-may-be-around-the-corner","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143890380","content_text":"SummaryFurther uncertainty for Sea Limited's Garena as its QAU did not stabilize as expected. New games were launched in recent months.Shopee’s race to profitability has accelerated as shown in the material improvements in unit economics, and they are expected to be profitable by FY23.SeaBank's credit business is growing strongly and its overall credit business is profitable and cash flow positive. Its revenue now makes up 10.4% of its overall revenue.Execution has been on point in attaining profitability although that resulted in declining growth in FY22. Management believes growth can reaccelerate once it achieves profitability.Sea Limited has sufficient cash reserves to pay off the convertible notes.Investment ThesisSea Limited has come under much scrutiny in the past 2 years as the shift in focus from growth to profitability and macro headwinds have led to a massive growth decline across itsShopee and Garena units. While this is unfortunate, management has executed brilliantly so far to turn the company into an increasingly self-sufficient business in the near term.In this article, I attempt to dive deeper into itsQ3 2022 resultand provide an overall analysis of the earnings. Although I’d like to highlight that the management has explicitly stated that growth can reaccelerate after attaining profitability and that they have a sufficient cash reserve to pay off the convertible notes sitting on the balance sheet.GarenaSE 10-QSE 10-QGarena’s QAU and QPU continued to decline sequentially, as the management’s anticipation of its user base stabilizing did not materialize. The macro headwinds continue to be a headache, and it seems that there is more uncertainty lying ahead for Garena Free Fire. The key forward is to focus on launching new games, with games such asPrimitive EraandBlack Clover Mobilelaunching recently. While this indicates that management is working hard to reaccelerate Garena’s growth, it is important to recognize that the success of games is not guaranteed, and this is the bigger uncertainty for the business. As a result, this caused its adjusted EBITDA margin to further decline to 32.5% during the quarter.Additionally, management states that the expiry of the agreement with Riot Games will have no impact on Garena’s publishing business, and Garena is seeking other top-game developers for their publishing business.ShopeeSE 10-QSE 10-QShopee’s GMV grew 14% Y/Y and the number of orders grew 18% Y/Y, a continuous decline in the past couple of quarters. This is a result of management pulling back on its sales and marketing (“S&M”) expenses, exiting multiple markets, cutting costs aggressively (such as hiring), and lastly, the lower consumer discretionary spending. This is in contrast to Lazada (NYSE: BABA), as the number oforders declined Y/Yand they are also prioritizing profitability through increased monetization.While this does show that consumers continue to spend on Shopee in SEA, its GMV and number of orders are partially contributed by Shopee Brazil. In a tough macro environment, Shopee experienced a 36% Y/Y growth in the number of brands on the platform, indicating that Shopee is an increasingly important partner in growing its online revenue.SE 10-QThe more important portion is Shopee’s improvement in profitability. Its overall adjusted EBITDA loss per order continues to improve by 23.5% sequentially, and more specifically, Shopee Brazil’s loss per order improved by 27.5% sequentially during the quarter as compared to 6.6% in the last quarter. Moreover, Shopee is expected to attain profitability by FY23 instead of FY25 as previously guided by the management. This goes to show that the management has made great strides in pursuing profitability, which is impressive in my view. Once it attained self-sufficiency, growth can reaccelerate, although, the management is expecting flat or negative growth in certain metrics in the near term.SeaBankNote that I will be using “SeaBank” and “SeaMoney” interchangeably.SE 10-QSeaMoney’s loan receivables grew 46% from 4Q21 and 110% from 3Q21 to $2.2 billion. These are loans provided to customers whereby SeaMoney generates revenue by charging interest rates, and it has been growing quickly. In myprevious article, I showed that in Sep 2022, SeaBank Indonesia grew its loans and customer deposits by 111% Y/Y and 147% Y/Y, respectively, and the launch of ShopeePay in Brazil. During the earnings call, management stated that the credit business is profitable and cash flow positive, and it will be focusing on growing this business in Southeast Asia (“SEA”) and Brazil.Additionally, they have also said to diversify their source of funding for the credit business, which I believe is to seek third-party financing partners to reduce the capital required for the business and at the same time, reduce credit risk. Similar to Bank Jago (IDX: ARTO), SeaBank may utilize the data of its partners to help improve the non-performing loans and scale its lending. Readers who are unaware of SeaBank’s business model can head to mydeep diveinto the company.SE 10-QSE 10-QSE 10-QAs a result of its growing deposits and loan books, its Q3 2022 revenue grew 147% Y/Y, and it has been increasingly making up a bigger portion of its overall revenue at 10.4% this quarter. Management had also been deliberate in cutting down on S&M expenses and combined with its acceleration revenue growth, its adjusted EBITDA margin has improved massively to -20.7% during the quarter. This is compared to -40% in 2Q22 and -120.3% a year ago.Sufficient Cash Reserves To Pay off Convertible NotesSE 10-QOne of the biggest concerns about Sea Limited for investors is the cash burn rate, as they fear that the company does not have enough sufficient cash reserves to pay off convertible notes maturing in 2026. However, not only did the cash outflow slow in Q3 2022, but the management has also hinted that there are sufficient cash reserves to pay off the convertible notes:“We aim to continue to maintain a net cash position, after budgeting for the full retirement in cash of outstanding convertible bonds and assuming no external funding.”ConclusionOverall, this was a pretty decent quarter for Sea Limited, as we could see that they had made huge improvements on the road to profitability, particularly for Shopee. While that comes at a growth trade-off, management has indicated that Shopee can reaccelerate its growth after attaining profitability in FY23, which is pulled forward from FY25 as guided previously.Garena's results continue to be a concern as macro seems to have a longer-than-expected impact on its user base and its profitability as a result has been trending downwards over the past couple of quarters. Management has been working hard on its gaming pipelines, although the uncertainty lies in the successes of these new games and whether they could reaccelerate their growth in the future.SeaBank has been growing its top line really quickly and huge improvements were made on the bottom line as well. Furthermore, the overall credit business is profitable and is generating positive cash flow, and has been increasingly making up a larger proportion of its total revenue. I continue to believe that this can be a potential growth driver for Sea Limited.","news_type":1,"symbols_score_info":{"SE":0.9}},"isVote":1,"tweetType":1,"viewCount":3889,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9963234462,"gmtCreate":1668688902357,"gmtModify":1676538097262,"author":{"id":"3586310553293679","authorId":"3586310553293679","name":"SaberNoTooth","avatar":"https://community-static.tradeup.com/news/0e76511083610259e2add7e6e0f7ad6c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586310553293679","idStr":"3586310553293679"},"themes":[],"htmlText":"Pls like. Thanks&nbsp;","listText":"Pls like. Thanks&nbsp;","text":"Pls like. Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9963234462","repostId":"1107874400","repostType":4,"repost":{"id":"1107874400","kind":"news","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":1668685298,"share":"https://ttm.financial/m/news/1107874400?lang=en_US&edition=fundamental","pubTime":"2022-11-17 19:41","market":"us","language":"en","title":"Alibaba Quarterly Revenue Misses Expectations As Spending Slows","url":"https://stock-news.laohu8.com/highlight/detail?id=1107874400","media":"Reuters","summary":"Chinese e-commerce giant Alibaba Group Holding Ltd posted a smaller-than-expected rise in quarterly ","content":"<html><head></head><body><p>Chinese e-commerce giant Alibaba Group Holding Ltd posted a smaller-than-expected rise in quarterly revenue on Thursday as COVID-19 curbs and a worsening economic outlook stifled consumer spending.</p><p>Alibaba has also had to contend with stiff competition from the likes of Pinduoduo(PDD.O)and ByteDance&#39;s Douyin - the Chinese version of Tiktok - which have expanded their e-commerce offerings and taken more market share.</p><p>The company has also yet to fully recover from a regulatory crackdown on the tech sector that has curtailed growth opportunities.</p><p>Revenue grew 3% to 207.18 billion yuan ($28.96 billion) in the three months ended Sept. 30, compared with a Refinitiv consensus estimate of 208.62 billion yuan drawn from 25 analysts.</p><p>Alibaba, which runs China&#39;s largest online marketplaces Tmall and Taobao and owns a wide range of businesses from logistics to cloud services, reported net loss attributable to shareholders of 20.56 billion yuan in the quarter.</p><p>Excluding one-off items, Alibaba earned 12.92 yuan per American Depository Share.</p><p>The current quarter has also been gloomy. Last week, the firm did not disclose its “Singles Day” shopping festival sales tally for the first time, saying only that the results were in line with last year, which was its lowest ever growth.</p><p>Alibaba’s financial affiliate, Ant Group, is still undergoing a government-mandated revamp and has yet to revive plans for its public market debut after its $37 billion attempt at a dual listing was derailed at the last minute in late 2020.</p><p>Ant, which is 33% owned by Alibaba, logged a profit of 7.72 billion yuan for the quarter ending in June, down 63.2% year-on-year. Alibaba reports its profit from Ant group one quarter in arrears.</p><p>The company said in its earnings release it would <b>raise its share repurchase program by an additional $15 billion and extend it to the end of the 2025 fiscal year.</b></p><p>Under the existing $25 billion share repurchase program, the company said it had repurchased approximately $18 billion in shares by November 16.</p><p>Alibaba said it will not complete its primary conversion of shares to the Hong Kong Stock Exchange by the end of 2022 as originally announced in August.</p><p>($1 = 7.1540 Chinese yuan renminbi)</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 Quarterly Revenue Misses Expectations As Spending Slows</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 Quarterly Revenue Misses Expectations As Spending Slows\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\">2022-11-17 19:41</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Chinese e-commerce giant Alibaba Group Holding Ltd posted a smaller-than-expected rise in quarterly revenue on Thursday as COVID-19 curbs and a worsening economic outlook stifled consumer spending.</p><p>Alibaba has also had to contend with stiff competition from the likes of Pinduoduo(PDD.O)and ByteDance&#39;s Douyin - the Chinese version of Tiktok - which have expanded their e-commerce offerings and taken more market share.</p><p>The company has also yet to fully recover from a regulatory crackdown on the tech sector that has curtailed growth opportunities.</p><p>Revenue grew 3% to 207.18 billion yuan ($28.96 billion) in the three months ended Sept. 30, compared with a Refinitiv consensus estimate of 208.62 billion yuan drawn from 25 analysts.</p><p>Alibaba, which runs China&#39;s largest online marketplaces Tmall and Taobao and owns a wide range of businesses from logistics to cloud services, reported net loss attributable to shareholders of 20.56 billion yuan in the quarter.</p><p>Excluding one-off items, Alibaba earned 12.92 yuan per American Depository Share.</p><p>The current quarter has also been gloomy. Last week, the firm did not disclose its “Singles Day” shopping festival sales tally for the first time, saying only that the results were in line with last year, which was its lowest ever growth.</p><p>Alibaba’s financial affiliate, Ant Group, is still undergoing a government-mandated revamp and has yet to revive plans for its public market debut after its $37 billion attempt at a dual listing was derailed at the last minute in late 2020.</p><p>Ant, which is 33% owned by Alibaba, logged a profit of 7.72 billion yuan for the quarter ending in June, down 63.2% year-on-year. Alibaba reports its profit from Ant group one quarter in arrears.</p><p>The company said in its earnings release it would <b>raise its share repurchase program by an additional $15 billion and extend it to the end of the 2025 fiscal year.</b></p><p>Under the existing $25 billion share repurchase program, the company said it had repurchased approximately $18 billion in shares by November 16.</p><p>Alibaba said it will not complete its primary conversion of shares to the Hong Kong Stock Exchange by the end of 2022 as originally announced in August.</p><p>($1 = 7.1540 Chinese yuan renminbi)</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107874400","content_text":"Chinese e-commerce giant Alibaba Group Holding Ltd posted a smaller-than-expected rise in quarterly revenue on Thursday as COVID-19 curbs and a worsening economic outlook stifled consumer spending.Alibaba has also had to contend with stiff competition from the likes of Pinduoduo(PDD.O)and ByteDance's Douyin - the Chinese version of Tiktok - which have expanded their e-commerce offerings and taken more market share.The company has also yet to fully recover from a regulatory crackdown on the tech sector that has curtailed growth opportunities.Revenue grew 3% to 207.18 billion yuan ($28.96 billion) in the three months ended Sept. 30, compared with a Refinitiv consensus estimate of 208.62 billion yuan drawn from 25 analysts.Alibaba, which runs China's largest online marketplaces Tmall and Taobao and owns a wide range of businesses from logistics to cloud services, reported net loss attributable to shareholders of 20.56 billion yuan in the quarter.Excluding one-off items, Alibaba earned 12.92 yuan per American Depository Share.The current quarter has also been gloomy. Last week, the firm did not disclose its “Singles Day” shopping festival sales tally for the first time, saying only that the results were in line with last year, which was its lowest ever growth.Alibaba’s financial affiliate, Ant Group, is still undergoing a government-mandated revamp and has yet to revive plans for its public market debut after its $37 billion attempt at a dual listing was derailed at the last minute in late 2020.Ant, which is 33% owned by Alibaba, logged a profit of 7.72 billion yuan for the quarter ending in June, down 63.2% year-on-year. Alibaba reports its profit from Ant group one quarter in arrears.The company said in its earnings release it would raise its share repurchase program by an additional $15 billion and extend it to the end of the 2025 fiscal year.Under the existing $25 billion share repurchase program, the company said it had repurchased approximately $18 billion in shares by November 16.Alibaba said it will not complete its primary conversion of shares to the Hong Kong Stock Exchange by the end of 2022 as originally announced in August.($1 = 7.1540 Chinese yuan renminbi)","news_type":1,"symbols_score_info":{"BABA":0.9}},"isVote":1,"tweetType":1,"viewCount":4005,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9969286471,"gmtCreate":1668465401793,"gmtModify":1676538058886,"author":{"id":"3586310553293679","authorId":"3586310553293679","name":"SaberNoTooth","avatar":"https://community-static.tradeup.com/news/0e76511083610259e2add7e6e0f7ad6c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586310553293679","idStr":"3586310553293679"},"themes":[],"htmlText":"Pls like. Thanks","listText":"Pls like. Thanks","text":"Pls like. Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9969286471","repostId":"1110302539","repostType":4,"isVote":1,"tweetType":1,"viewCount":806,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9969352456,"gmtCreate":1668378457575,"gmtModify":1676538045277,"author":{"id":"3586310553293679","authorId":"3586310553293679","name":"SaberNoTooth","avatar":"https://community-static.tradeup.com/news/0e76511083610259e2add7e6e0f7ad6c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586310553293679","idStr":"3586310553293679"},"themes":[],"htmlText":"Pls like. Thanks&nbsp;","listText":"Pls like. Thanks&nbsp;","text":"Pls like. Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9969352456","repostId":"1190456060","repostType":4,"repost":{"id":"1190456060","kind":"news","pubTimestamp":1668302284,"share":"https://ttm.financial/m/news/1190456060?lang=en_US&edition=fundamental","pubTime":"2022-11-13 09:18","market":"us","language":"en","title":"SPY: Bear Market Rally Or A Major Bottom?","url":"https://stock-news.laohu8.com/highlight/detail?id=1190456060","media":"Seeking Alpha","summary":"SummaryLarge 1-day rallies are usually associated with the bear market rallies.Major bottoms require a policy change.The Fed is still in inflation-fighting mode.gonin/iStock via Getty ImagesThe top 20: daily returns for S&P500The SPDR S&P 500 Trust ETF  that tracks the S&P500 soared by 5.5% Thursday  - and almost broke into the top 20 daily S&P500 returns in history - since the 1920s. So, what doesit mean?","content":"<html><head></head><body><h2>Summary</h2><ul><li>Large 1-day rallies are usually associated with the bear market rallies.</li><li>Major bottoms require a policy change.</li><li>The Fed is still in inflation-fighting mode.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c5d234d2c3a6fdd66410e8c4fdc86a25\" tg-width=\"1080\" tg-height=\"608\" referrerpolicy=\"no-referrer\"/><span>gonin/iStock via Getty Images</span></p><h2>The top 20: daily returns for S&amp;P500</h2><p>The SPDR S&amp;P 500 Trust ETF (NYSEARCA:SPY) that tracks the S&amp;P500 soared by 5.5% Thursday (11/10/2022) - and almost broke into the top 20 daily S&amp;P500 returns in history - since the 1920s. So, what doesit mean? Is this just a bear market rally, or a signal of the major bottom. Let&#39;s first evaluate the top 20 list of the daily rates of return for the S&amp;P500:</p><p><img src=\"https://static.tigerbbs.com/9a00554a6ad210b0ab26216de0667def\" tg-width=\"927\" tg-height=\"1314\" referrerpolicy=\"no-referrer\"/></p><p>As you can see from the list above,</p><ul><li>12 out 20 top daily returns were the bear market rallies, and 8 out of these 12 were during the 1929-1932 bear market and the Great Depression.</li><li>8 out of 20 were the near-bottoms, bottoms, or after-bottoms, and 6 of these 8 were during the bottom associated with the 1932 Great Depression bottom.</li><li>2 out of 8 bottoms were associated with the bottoms of the sharp corrections, the 1987 and the 2020 bottom. The 1987 correction was not associated with a recession, and it is generally considered as a technical in nature. The 2020 bottom was associated with the extraordinary events related to covid19 and the monetary and fiscal covid stimuli.</li></ul><p>Based on the historical evidence, the 5.6% daily spike in S&amp;P500 (SPX) is either a signal of a major bottom or just another bear market rally.</p><h2>The major bottom thesis</h2><p>The major bottom thesis requires an actual bear market capitulation, such as the 1932 bottom, the 2003 bottom or 2009 bottom. In each of these cases, there was a clear policy response to stimulate the economy, both monetary and fiscal.</p><p>The 11/10/22 daily spike was in response to the positive surprise in the CPI inflation, which raised the hope of the Fed pivot - or a less aggressive monetary policy tightening.</p><p>As I previously explained, the full bear market has3 stages:1) the liquidity selloff in response to the Fed&#39;s monetary policy tightening, 2) the recessionary selloff caused by the Fed&#39;s tightening, and 3) the credit crunch (or a financial crisis) triggered by the deep recession.</p><p>The bullish case assumes that the current bear market ended with the Phase 1 - or with the peak Fed hawkishness. It&#39;s true, we are likely past the peak inflation, and thus the peak hawkishness.</p><p>However, the question is whether there is a Phase 2 coming - or a recessionary selloff, and whether &#34;something will break&#34; during the process and cause the Phase 3 and the credit crunch.</p><h2>The recessionary selloff</h2><p>The S&amp;P500 PE ratio after the 11/10 spike is 20.58. The market is still overvalued and not priced for a recession.</p><p>Is the recession coming? The spread between the 10Y Treasury Bond yield and the 3-Month Treasury Bill yield is the most reliable and the Fed-favored recession indicator, and once it inverts, the recession becomes almost a certainty.</p><p>Currently, the 10y-3mo spread is deeply inverted at -0.46%. Here is the chart:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/70ef81e28bf62d769ca5f75f29feb339\" tg-width=\"640\" tg-height=\"237\" referrerpolicy=\"no-referrer\"/><span>FRED</span></p><p>Based on yield curve spread indicator, the recession is coming, and the market is not priced for it - based on the PE ratio of over 20. Thus, the current bear market has not bottomed yet, and the next Phase of the bear market is coming.</p><h2>Why is the 10Y-3mo curve inverted? Why is this signaling a recession?</h2><p>The 10Y-3mo spread is inverted because the Fed is hiking the short-term interest rates above the long-term interest rates. Why? To cause a recession to bring the inflation down.</p><p>The market hopes that the Fed will slow down with the interest rates hikes, because the inflation has peaked. Too late. The damage has been done. The Fed could even stop after the December 50bpt hike, the 10y-3mo spread has already inverted.</p><p>But don&#39;t count on the Fed to pause yet. If the core CPI printed today 4.3% (instead of actual 6.3%), and that was expected to persist, the Fed would still have to further hike. The target is 2% inflation.</p><p>But don&#39;t expect inflation to sharply fall either - without a deep recession. The economic war with China is still active, and it&#39;s more likely to escalate. This is inflationary. The war in Ukraine is still active and it&#39;s more likely to escalate. This is also inflationary. The unemployment rate in the US is still near record lows, and this is inflationary. The only thing the Fed can influence is the US unemployment rate - by inducing a recession.</p><h2>It&#39;s a bear market rally</h2><p>We are not at a major bottom; we are possibly in-between the Phase 1 selloff and a Phase 2 recessionary selloff. There are already signs of &#34;things breaking&#34; like the cryptocurrencies, which could lead to the Phase 3 selloff.</p><p>Bear market rallies happen during the &#34;in-between periods&#34;, so this bear market rally could continue. The bottom will be in-place when the Fed wants to the bottom to be in place - this will be the pivot the bulls are waiting: the Fed slashing interest rates and resuming QE. I don&#39;t think anybody expects this over the near term. Don&#39;t fight the Fed. The bear market rally is the opportunity to sell or re-short.</p><h2>SPY sector analysis</h2><p>AllSPYsectors were up significantly on 11/10/2022, led by the beaten down technology sector (XLK), the interest rate sensitive real estate sector (XLRE) and the cyclical discretionary sector (XLY). These sectors should not lead pre-recession, while the Fed is trying to cool off economy.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d11bae7fc6e9bba3dee9e588bd902bb1\" tg-width=\"640\" tg-height=\"683\" referrerpolicy=\"no-referrer\"/><span>SelectSectorSPDR</span></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>SPY: Bear Market Rally Or A Major Bottom?</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\">\nSPY: Bear Market Rally Or A Major Bottom?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-13 09:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4556371-spy-bear-market-rally-or-a-major-bottom><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryLarge 1-day rallies are usually associated with the bear market rallies.Major bottoms require a policy change.The Fed is still in inflation-fighting mode.gonin/iStock via Getty ImagesThe top 20...</p>\n\n<a href=\"https://seekingalpha.com/article/4556371-spy-bear-market-rally-or-a-major-bottom\">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","SPY":"标普500ETF"},"source_url":"https://seekingalpha.com/article/4556371-spy-bear-market-rally-or-a-major-bottom","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190456060","content_text":"SummaryLarge 1-day rallies are usually associated with the bear market rallies.Major bottoms require a policy change.The Fed is still in inflation-fighting mode.gonin/iStock via Getty ImagesThe top 20: daily returns for S&P500The SPDR S&P 500 Trust ETF (NYSEARCA:SPY) that tracks the S&P500 soared by 5.5% Thursday (11/10/2022) - and almost broke into the top 20 daily S&P500 returns in history - since the 1920s. So, what doesit mean? Is this just a bear market rally, or a signal of the major bottom. Let's first evaluate the top 20 list of the daily rates of return for the S&P500:As you can see from the list above,12 out 20 top daily returns were the bear market rallies, and 8 out of these 12 were during the 1929-1932 bear market and the Great Depression.8 out of 20 were the near-bottoms, bottoms, or after-bottoms, and 6 of these 8 were during the bottom associated with the 1932 Great Depression bottom.2 out of 8 bottoms were associated with the bottoms of the sharp corrections, the 1987 and the 2020 bottom. The 1987 correction was not associated with a recession, and it is generally considered as a technical in nature. The 2020 bottom was associated with the extraordinary events related to covid19 and the monetary and fiscal covid stimuli.Based on the historical evidence, the 5.6% daily spike in S&P500 (SPX) is either a signal of a major bottom or just another bear market rally.The major bottom thesisThe major bottom thesis requires an actual bear market capitulation, such as the 1932 bottom, the 2003 bottom or 2009 bottom. In each of these cases, there was a clear policy response to stimulate the economy, both monetary and fiscal.The 11/10/22 daily spike was in response to the positive surprise in the CPI inflation, which raised the hope of the Fed pivot - or a less aggressive monetary policy tightening.As I previously explained, the full bear market has3 stages:1) the liquidity selloff in response to the Fed's monetary policy tightening, 2) the recessionary selloff caused by the Fed's tightening, and 3) the credit crunch (or a financial crisis) triggered by the deep recession.The bullish case assumes that the current bear market ended with the Phase 1 - or with the peak Fed hawkishness. It's true, we are likely past the peak inflation, and thus the peak hawkishness.However, the question is whether there is a Phase 2 coming - or a recessionary selloff, and whether \"something will break\" during the process and cause the Phase 3 and the credit crunch.The recessionary selloffThe S&P500 PE ratio after the 11/10 spike is 20.58. The market is still overvalued and not priced for a recession.Is the recession coming? The spread between the 10Y Treasury Bond yield and the 3-Month Treasury Bill yield is the most reliable and the Fed-favored recession indicator, and once it inverts, the recession becomes almost a certainty.Currently, the 10y-3mo spread is deeply inverted at -0.46%. Here is the chart:FREDBased on yield curve spread indicator, the recession is coming, and the market is not priced for it - based on the PE ratio of over 20. Thus, the current bear market has not bottomed yet, and the next Phase of the bear market is coming.Why is the 10Y-3mo curve inverted? Why is this signaling a recession?The 10Y-3mo spread is inverted because the Fed is hiking the short-term interest rates above the long-term interest rates. Why? To cause a recession to bring the inflation down.The market hopes that the Fed will slow down with the interest rates hikes, because the inflation has peaked. Too late. The damage has been done. The Fed could even stop after the December 50bpt hike, the 10y-3mo spread has already inverted.But don't count on the Fed to pause yet. If the core CPI printed today 4.3% (instead of actual 6.3%), and that was expected to persist, the Fed would still have to further hike. The target is 2% inflation.But don't expect inflation to sharply fall either - without a deep recession. The economic war with China is still active, and it's more likely to escalate. This is inflationary. The war in Ukraine is still active and it's more likely to escalate. This is also inflationary. The unemployment rate in the US is still near record lows, and this is inflationary. The only thing the Fed can influence is the US unemployment rate - by inducing a recession.It's a bear market rallyWe are not at a major bottom; we are possibly in-between the Phase 1 selloff and a Phase 2 recessionary selloff. There are already signs of \"things breaking\" like the cryptocurrencies, which could lead to the Phase 3 selloff.Bear market rallies happen during the \"in-between periods\", so this bear market rally could continue. The bottom will be in-place when the Fed wants to the bottom to be in place - this will be the pivot the bulls are waiting: the Fed slashing interest rates and resuming QE. I don't think anybody expects this over the near term. Don't fight the Fed. The bear market rally is the opportunity to sell or re-short.SPY sector analysisAllSPYsectors were up significantly on 11/10/2022, led by the beaten down technology sector (XLK), the interest rate sensitive real estate sector (XLRE) and the cyclical discretionary sector (XLY). These sectors should not lead pre-recession, while the Fed is trying to cool off economy.SelectSectorSPDR","news_type":1,"symbols_score_info":{"SPY":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":1041,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9969069897,"gmtCreate":1668301492419,"gmtModify":1676538038130,"author":{"id":"3586310553293679","authorId":"3586310553293679","name":"SaberNoTooth","avatar":"https://community-static.tradeup.com/news/0e76511083610259e2add7e6e0f7ad6c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586310553293679","idStr":"3586310553293679"},"themes":[],"htmlText":"Pls like. Thanks","listText":"Pls like. Thanks","text":"Pls like. Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9969069897","repostId":"1190456060","repostType":4,"repost":{"id":"1190456060","kind":"news","pubTimestamp":1668302284,"share":"https://ttm.financial/m/news/1190456060?lang=en_US&edition=fundamental","pubTime":"2022-11-13 09:18","market":"us","language":"en","title":"SPY: Bear Market Rally Or A Major Bottom?","url":"https://stock-news.laohu8.com/highlight/detail?id=1190456060","media":"Seeking Alpha","summary":"SummaryLarge 1-day rallies are usually associated with the bear market rallies.Major bottoms require a policy change.The Fed is still in inflation-fighting mode.gonin/iStock via Getty ImagesThe top 20: daily returns for S&P500The SPDR S&P 500 Trust ETF  that tracks the S&P500 soared by 5.5% Thursday  - and almost broke into the top 20 daily S&P500 returns in history - since the 1920s. So, what doesit mean?","content":"<html><head></head><body><h2>Summary</h2><ul><li>Large 1-day rallies are usually associated with the bear market rallies.</li><li>Major bottoms require a policy change.</li><li>The Fed is still in inflation-fighting mode.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c5d234d2c3a6fdd66410e8c4fdc86a25\" tg-width=\"1080\" tg-height=\"608\" referrerpolicy=\"no-referrer\"/><span>gonin/iStock via Getty Images</span></p><h2>The top 20: daily returns for S&amp;P500</h2><p>The SPDR S&amp;P 500 Trust ETF (NYSEARCA:SPY) that tracks the S&amp;P500 soared by 5.5% Thursday (11/10/2022) - and almost broke into the top 20 daily S&amp;P500 returns in history - since the 1920s. So, what doesit mean? Is this just a bear market rally, or a signal of the major bottom. Let&#39;s first evaluate the top 20 list of the daily rates of return for the S&amp;P500:</p><p><img src=\"https://static.tigerbbs.com/9a00554a6ad210b0ab26216de0667def\" tg-width=\"927\" tg-height=\"1314\" referrerpolicy=\"no-referrer\"/></p><p>As you can see from the list above,</p><ul><li>12 out 20 top daily returns were the bear market rallies, and 8 out of these 12 were during the 1929-1932 bear market and the Great Depression.</li><li>8 out of 20 were the near-bottoms, bottoms, or after-bottoms, and 6 of these 8 were during the bottom associated with the 1932 Great Depression bottom.</li><li>2 out of 8 bottoms were associated with the bottoms of the sharp corrections, the 1987 and the 2020 bottom. The 1987 correction was not associated with a recession, and it is generally considered as a technical in nature. The 2020 bottom was associated with the extraordinary events related to covid19 and the monetary and fiscal covid stimuli.</li></ul><p>Based on the historical evidence, the 5.6% daily spike in S&amp;P500 (SPX) is either a signal of a major bottom or just another bear market rally.</p><h2>The major bottom thesis</h2><p>The major bottom thesis requires an actual bear market capitulation, such as the 1932 bottom, the 2003 bottom or 2009 bottom. In each of these cases, there was a clear policy response to stimulate the economy, both monetary and fiscal.</p><p>The 11/10/22 daily spike was in response to the positive surprise in the CPI inflation, which raised the hope of the Fed pivot - or a less aggressive monetary policy tightening.</p><p>As I previously explained, the full bear market has3 stages:1) the liquidity selloff in response to the Fed&#39;s monetary policy tightening, 2) the recessionary selloff caused by the Fed&#39;s tightening, and 3) the credit crunch (or a financial crisis) triggered by the deep recession.</p><p>The bullish case assumes that the current bear market ended with the Phase 1 - or with the peak Fed hawkishness. It&#39;s true, we are likely past the peak inflation, and thus the peak hawkishness.</p><p>However, the question is whether there is a Phase 2 coming - or a recessionary selloff, and whether &#34;something will break&#34; during the process and cause the Phase 3 and the credit crunch.</p><h2>The recessionary selloff</h2><p>The S&amp;P500 PE ratio after the 11/10 spike is 20.58. The market is still overvalued and not priced for a recession.</p><p>Is the recession coming? The spread between the 10Y Treasury Bond yield and the 3-Month Treasury Bill yield is the most reliable and the Fed-favored recession indicator, and once it inverts, the recession becomes almost a certainty.</p><p>Currently, the 10y-3mo spread is deeply inverted at -0.46%. Here is the chart:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/70ef81e28bf62d769ca5f75f29feb339\" tg-width=\"640\" tg-height=\"237\" referrerpolicy=\"no-referrer\"/><span>FRED</span></p><p>Based on yield curve spread indicator, the recession is coming, and the market is not priced for it - based on the PE ratio of over 20. Thus, the current bear market has not bottomed yet, and the next Phase of the bear market is coming.</p><h2>Why is the 10Y-3mo curve inverted? Why is this signaling a recession?</h2><p>The 10Y-3mo spread is inverted because the Fed is hiking the short-term interest rates above the long-term interest rates. Why? To cause a recession to bring the inflation down.</p><p>The market hopes that the Fed will slow down with the interest rates hikes, because the inflation has peaked. Too late. The damage has been done. The Fed could even stop after the December 50bpt hike, the 10y-3mo spread has already inverted.</p><p>But don&#39;t count on the Fed to pause yet. If the core CPI printed today 4.3% (instead of actual 6.3%), and that was expected to persist, the Fed would still have to further hike. The target is 2% inflation.</p><p>But don&#39;t expect inflation to sharply fall either - without a deep recession. The economic war with China is still active, and it&#39;s more likely to escalate. This is inflationary. The war in Ukraine is still active and it&#39;s more likely to escalate. This is also inflationary. The unemployment rate in the US is still near record lows, and this is inflationary. The only thing the Fed can influence is the US unemployment rate - by inducing a recession.</p><h2>It&#39;s a bear market rally</h2><p>We are not at a major bottom; we are possibly in-between the Phase 1 selloff and a Phase 2 recessionary selloff. There are already signs of &#34;things breaking&#34; like the cryptocurrencies, which could lead to the Phase 3 selloff.</p><p>Bear market rallies happen during the &#34;in-between periods&#34;, so this bear market rally could continue. The bottom will be in-place when the Fed wants to the bottom to be in place - this will be the pivot the bulls are waiting: the Fed slashing interest rates and resuming QE. I don&#39;t think anybody expects this over the near term. Don&#39;t fight the Fed. The bear market rally is the opportunity to sell or re-short.</p><h2>SPY sector analysis</h2><p>AllSPYsectors were up significantly on 11/10/2022, led by the beaten down technology sector (XLK), the interest rate sensitive real estate sector (XLRE) and the cyclical discretionary sector (XLY). These sectors should not lead pre-recession, while the Fed is trying to cool off economy.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d11bae7fc6e9bba3dee9e588bd902bb1\" tg-width=\"640\" tg-height=\"683\" referrerpolicy=\"no-referrer\"/><span>SelectSectorSPDR</span></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>SPY: Bear Market Rally Or A Major Bottom?</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\">\nSPY: Bear Market Rally Or A Major Bottom?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-13 09:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4556371-spy-bear-market-rally-or-a-major-bottom><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryLarge 1-day rallies are usually associated with the bear market rallies.Major bottoms require a policy change.The Fed is still in inflation-fighting mode.gonin/iStock via Getty ImagesThe top 20...</p>\n\n<a href=\"https://seekingalpha.com/article/4556371-spy-bear-market-rally-or-a-major-bottom\">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","SPY":"标普500ETF"},"source_url":"https://seekingalpha.com/article/4556371-spy-bear-market-rally-or-a-major-bottom","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190456060","content_text":"SummaryLarge 1-day rallies are usually associated with the bear market rallies.Major bottoms require a policy change.The Fed is still in inflation-fighting mode.gonin/iStock via Getty ImagesThe top 20: daily returns for S&P500The SPDR S&P 500 Trust ETF (NYSEARCA:SPY) that tracks the S&P500 soared by 5.5% Thursday (11/10/2022) - and almost broke into the top 20 daily S&P500 returns in history - since the 1920s. So, what doesit mean? Is this just a bear market rally, or a signal of the major bottom. Let's first evaluate the top 20 list of the daily rates of return for the S&P500:As you can see from the list above,12 out 20 top daily returns were the bear market rallies, and 8 out of these 12 were during the 1929-1932 bear market and the Great Depression.8 out of 20 were the near-bottoms, bottoms, or after-bottoms, and 6 of these 8 were during the bottom associated with the 1932 Great Depression bottom.2 out of 8 bottoms were associated with the bottoms of the sharp corrections, the 1987 and the 2020 bottom. The 1987 correction was not associated with a recession, and it is generally considered as a technical in nature. The 2020 bottom was associated with the extraordinary events related to covid19 and the monetary and fiscal covid stimuli.Based on the historical evidence, the 5.6% daily spike in S&P500 (SPX) is either a signal of a major bottom or just another bear market rally.The major bottom thesisThe major bottom thesis requires an actual bear market capitulation, such as the 1932 bottom, the 2003 bottom or 2009 bottom. In each of these cases, there was a clear policy response to stimulate the economy, both monetary and fiscal.The 11/10/22 daily spike was in response to the positive surprise in the CPI inflation, which raised the hope of the Fed pivot - or a less aggressive monetary policy tightening.As I previously explained, the full bear market has3 stages:1) the liquidity selloff in response to the Fed's monetary policy tightening, 2) the recessionary selloff caused by the Fed's tightening, and 3) the credit crunch (or a financial crisis) triggered by the deep recession.The bullish case assumes that the current bear market ended with the Phase 1 - or with the peak Fed hawkishness. It's true, we are likely past the peak inflation, and thus the peak hawkishness.However, the question is whether there is a Phase 2 coming - or a recessionary selloff, and whether \"something will break\" during the process and cause the Phase 3 and the credit crunch.The recessionary selloffThe S&P500 PE ratio after the 11/10 spike is 20.58. The market is still overvalued and not priced for a recession.Is the recession coming? The spread between the 10Y Treasury Bond yield and the 3-Month Treasury Bill yield is the most reliable and the Fed-favored recession indicator, and once it inverts, the recession becomes almost a certainty.Currently, the 10y-3mo spread is deeply inverted at -0.46%. Here is the chart:FREDBased on yield curve spread indicator, the recession is coming, and the market is not priced for it - based on the PE ratio of over 20. Thus, the current bear market has not bottomed yet, and the next Phase of the bear market is coming.Why is the 10Y-3mo curve inverted? Why is this signaling a recession?The 10Y-3mo spread is inverted because the Fed is hiking the short-term interest rates above the long-term interest rates. Why? To cause a recession to bring the inflation down.The market hopes that the Fed will slow down with the interest rates hikes, because the inflation has peaked. Too late. The damage has been done. The Fed could even stop after the December 50bpt hike, the 10y-3mo spread has already inverted.But don't count on the Fed to pause yet. If the core CPI printed today 4.3% (instead of actual 6.3%), and that was expected to persist, the Fed would still have to further hike. The target is 2% inflation.But don't expect inflation to sharply fall either - without a deep recession. The economic war with China is still active, and it's more likely to escalate. This is inflationary. The war in Ukraine is still active and it's more likely to escalate. This is also inflationary. The unemployment rate in the US is still near record lows, and this is inflationary. The only thing the Fed can influence is the US unemployment rate - by inducing a recession.It's a bear market rallyWe are not at a major bottom; we are possibly in-between the Phase 1 selloff and a Phase 2 recessionary selloff. There are already signs of \"things breaking\" like the cryptocurrencies, which could lead to the Phase 3 selloff.Bear market rallies happen during the \"in-between periods\", so this bear market rally could continue. The bottom will be in-place when the Fed wants to the bottom to be in place - this will be the pivot the bulls are waiting: the Fed slashing interest rates and resuming QE. I don't think anybody expects this over the near term. Don't fight the Fed. The bear market rally is the opportunity to sell or re-short.SPY sector analysisAllSPYsectors were up significantly on 11/10/2022, led by the beaten down technology sector (XLK), the interest rate sensitive real estate sector (XLRE) and the cyclical discretionary sector (XLY). These sectors should not lead pre-recession, while the Fed is trying to cool off economy.SelectSectorSPDR","news_type":1,"symbols_score_info":{"SPY":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":1305,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9960353750,"gmtCreate":1668079597471,"gmtModify":1676538009274,"author":{"id":"3586310553293679","authorId":"3586310553293679","name":"SaberNoTooth","avatar":"https://community-static.tradeup.com/news/0e76511083610259e2add7e6e0f7ad6c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586310553293679","idStr":"3586310553293679"},"themes":[],"htmlText":"Pls like. Thanks&nbsp;","listText":"Pls like. Thanks&nbsp;","text":"Pls like. Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9960353750","repostId":"1166044753","repostType":4,"repost":{"id":"1166044753","kind":"news","pubTimestamp":1668067767,"share":"https://ttm.financial/m/news/1166044753?lang=en_US&edition=fundamental","pubTime":"2022-11-10 16:09","market":"us","language":"en","title":"October CPI Preview: Inflation Likely Eased Slightly From Last Month","url":"https://stock-news.laohu8.com/highlight/detail?id=1166044753","media":"Yahoo Finance","summary":"U.S. inflation likely remained stubbornly high last month despite efforts by the Federal Reserve to ","content":"<html><head></head><body><p>U.S. inflation likely remained stubbornly high last month despite efforts by the Federal Reserve to get a grip on prices that have surged at a historic pace.</p><p>The Bureau of Labor Statistics&#39; Consumer Price Index (CPI) for October is scheduled for release at 8:30 a.m. ET on Thursday. Economists surveyed by Bloomberg expected the headline reading to show an accelerated monthly increase of 0.6% from 0.4% in September, driven in part by the first jump in energy prices in four months.</p><p>The broadest measure is projected to have moderated to a 7.9% rise annually, down slightly from September’s year-over-year increase of 8.2%. Core CPI, which strips out the volatile food and energy components of the measure, is projected to come in at 0.5% on a monthly basis and 6.5% over the year, little changed from 0.6% and 6.6%, respectively, last month — the highest core prints since 1982.</p><p>The Federal Reserve keeps a closer eye on &#34;core&#34; inflation, which offers policymakers a more focused look at inputs like housing. Headline CPI, in contrast, has moved largely in conjunction with erratic energy prices this year.</p><p>Economists at Bank of America (BofA) project shelter to again be the primary driver of October&#39;s core reading, as housing costs comprise nearly one third of the basket for consumer price inflation.</p><p>Transportation services are projected to remain elevated due to higher airfares and car and truck rental prices, while medical care costs may have declined, BofA noted.</p><p>Thursday&#39;s data will offer investors hints on how Fed officials will move forward in their fight to restore price stability after raising interest rates by 75 basis point for a fourth straight time earlier this month. Investors currently anticipate a downshift in the size of December&#39;s hike to a smaller increase of 0.50%.</p><p>&#34;It isn’t just the ongoing pace of increase that is troublesome but the pervasiveness of surging prices across various spending categories that has scarred household budgets,&#34; Bankrate Chief Financial Analyst Greg McBride wrote in a note. &#34;Despite a half-dozen interest rate hikes by the Federal Reserve, any broad-based, significant, and sustained easing of inflation pressures remains elusive.&#34;</p><p>Moderations in economic data have prompted hopes that the U.S. central bank will scale back on its aggressive policy stance, but Fed Chair Jerome Powellstressedearlier this month that no plans for a pause were underway — dashing any such optimism.</p><p>“Restoring price stability will likely require maintaining a restrictive stance of policy for some time,” Powell said in prepared remarks after last week&#39;s policy-setting meeting, later adding that officials have &#34;some ways to go,&#34; with payrolls still elevated and inflation readings that have not cooled quickly enough.</p><p>Federal Reserve officials have repeatedly signaled that the size and magnitude of hikes may slow despite the fight against inflation being nowhere near over, stoking the possibility of a higher than expected liftoff of its key policy interest rate.</p><p>A wave of Wall Street strategists have raised their bets on how much the central bank will ultimately raise its federal funs rate — and October&#39;s CPI reading may affirm revised estimates.</p><p>Goldman Sachs was the first among big banks in the days leading up to November’s FOMC meeting to warn rates may rise as high as 5% by March 2023.</p><p>After Friday’sbetter-than-expected jobs report, economists at Bank of America upwardly revised their projections to a terminal rate of 5.0-5.25% from 4.75-5.0% and said the institution anticipates a 0.50% increase for December.</p><p>TD Securities lifted its terminal rate forecast from a range of 4.75%-5.00% to 5.25%-5.50% and sees a 50-basis-point hike at the next meeting Dec. 13-14. BNP Paribas expects a fifth 75-basis-point increase next month and a terminal fed funds level of 5.25% in the first quarter of next year.</p><p>“We think risks to our revised FOMC rate path continue to lie to the upside and upcoming prints on CPI inflation and the November employment report will weigh heavily on the near-term path for Fed policy,” strategists led by Michael Gapen wrote in a Friday note.</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>October CPI Preview: Inflation Likely Eased Slightly From Last Month</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\">\nOctober CPI Preview: Inflation Likely Eased Slightly From Last Month\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-10 16:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/october-consumer-prices-inflation-data-cpi-november-10-210744752.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>U.S. inflation likely remained stubbornly high last month despite efforts by the Federal Reserve to get a grip on prices that have surged at a historic pace.The Bureau of Labor Statistics' Consumer ...</p>\n\n<a href=\"https://finance.yahoo.com/news/october-consumer-prices-inflation-data-cpi-november-10-210744752.html\">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://finance.yahoo.com/news/october-consumer-prices-inflation-data-cpi-november-10-210744752.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166044753","content_text":"U.S. inflation likely remained stubbornly high last month despite efforts by the Federal Reserve to get a grip on prices that have surged at a historic pace.The Bureau of Labor Statistics' Consumer Price Index (CPI) for October is scheduled for release at 8:30 a.m. ET on Thursday. Economists surveyed by Bloomberg expected the headline reading to show an accelerated monthly increase of 0.6% from 0.4% in September, driven in part by the first jump in energy prices in four months.The broadest measure is projected to have moderated to a 7.9% rise annually, down slightly from September’s year-over-year increase of 8.2%. Core CPI, which strips out the volatile food and energy components of the measure, is projected to come in at 0.5% on a monthly basis and 6.5% over the year, little changed from 0.6% and 6.6%, respectively, last month — the highest core prints since 1982.The Federal Reserve keeps a closer eye on \"core\" inflation, which offers policymakers a more focused look at inputs like housing. Headline CPI, in contrast, has moved largely in conjunction with erratic energy prices this year.Economists at Bank of America (BofA) project shelter to again be the primary driver of October's core reading, as housing costs comprise nearly one third of the basket for consumer price inflation.Transportation services are projected to remain elevated due to higher airfares and car and truck rental prices, while medical care costs may have declined, BofA noted.Thursday's data will offer investors hints on how Fed officials will move forward in their fight to restore price stability after raising interest rates by 75 basis point for a fourth straight time earlier this month. Investors currently anticipate a downshift in the size of December's hike to a smaller increase of 0.50%.\"It isn’t just the ongoing pace of increase that is troublesome but the pervasiveness of surging prices across various spending categories that has scarred household budgets,\" Bankrate Chief Financial Analyst Greg McBride wrote in a note. \"Despite a half-dozen interest rate hikes by the Federal Reserve, any broad-based, significant, and sustained easing of inflation pressures remains elusive.\"Moderations in economic data have prompted hopes that the U.S. central bank will scale back on its aggressive policy stance, but Fed Chair Jerome Powellstressedearlier this month that no plans for a pause were underway — dashing any such optimism.“Restoring price stability will likely require maintaining a restrictive stance of policy for some time,” Powell said in prepared remarks after last week's policy-setting meeting, later adding that officials have \"some ways to go,\" with payrolls still elevated and inflation readings that have not cooled quickly enough.Federal Reserve officials have repeatedly signaled that the size and magnitude of hikes may slow despite the fight against inflation being nowhere near over, stoking the possibility of a higher than expected liftoff of its key policy interest rate.A wave of Wall Street strategists have raised their bets on how much the central bank will ultimately raise its federal funs rate — and October's CPI reading may affirm revised estimates.Goldman Sachs was the first among big banks in the days leading up to November’s FOMC meeting to warn rates may rise as high as 5% by March 2023.After Friday’sbetter-than-expected jobs report, economists at Bank of America upwardly revised their projections to a terminal rate of 5.0-5.25% from 4.75-5.0% and said the institution anticipates a 0.50% increase for December.TD Securities lifted its terminal rate forecast from a range of 4.75%-5.00% to 5.25%-5.50% and sees a 50-basis-point hike at the next meeting Dec. 13-14. BNP Paribas expects a fifth 75-basis-point increase next month and a terminal fed funds level of 5.25% in the first quarter of next year.“We think risks to our revised FOMC rate path continue to lie to the upside and upcoming prints on CPI inflation and the November employment report will weigh heavily on the near-term path for Fed policy,” strategists led by Michael Gapen wrote in a Friday note.","news_type":1,"symbols_score_info":{".IXIC":0.9,".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":954,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9960095646,"gmtCreate":1668026624585,"gmtModify":1676537998974,"author":{"id":"3586310553293679","authorId":"3586310553293679","name":"SaberNoTooth","avatar":"https://community-static.tradeup.com/news/0e76511083610259e2add7e6e0f7ad6c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586310553293679","idStr":"3586310553293679"},"themes":[],"htmlText":"Pls like. Thanks&nbsp;","listText":"Pls like. Thanks&nbsp;","text":"Pls like. Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9960095646","repostId":"1174844507","repostType":4,"repost":{"id":"1174844507","kind":"news","pubTimestamp":1668008304,"share":"https://ttm.financial/m/news/1174844507?lang=en_US&edition=fundamental","pubTime":"2022-11-09 23:38","market":"us","language":"en","title":"History Points to a Post-Midterm Rally: Oppenheimer Suggests 3 Stocks to Ride the Momentum","url":"https://stock-news.laohu8.com/highlight/detail?id=1174844507","media":"TipRanks","summary":"America goes to the only poll that counts, and tomorrow morning we’ll have a better picture of the n","content":"<div>\n<p>America goes to the only poll that counts, and tomorrow morning we’ll have a better picture of the next Congress. All indications point toward a hefty GOP win, and a consequent legislative check on ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/history-points-to-a-post-midterm-rally-oppenheimer-suggests-3-stocks-to-ride-the-momentum\">Source Link</a>\n\n</div>\n","source":"lsy1606183248679","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>History Points to a Post-Midterm Rally: Oppenheimer Suggests 3 Stocks to Ride the Momentum</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\">\nHistory Points to a Post-Midterm Rally: Oppenheimer Suggests 3 Stocks to Ride the Momentum\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-09 23:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/history-points-to-a-post-midterm-rally-oppenheimer-suggests-3-stocks-to-ride-the-momentum><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>America goes to the only poll that counts, and tomorrow morning we’ll have a better picture of the next Congress. All indications point toward a hefty GOP win, and a consequent legislative check on ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/history-points-to-a-post-midterm-rally-oppenheimer-suggests-3-stocks-to-ride-the-momentum\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLYA":"Playa Hotels & Resorts NV","DASH":"DoorDash, Inc.","BMRN":"拜玛林制药"},"source_url":"https://www.tipranks.com/news/article/history-points-to-a-post-midterm-rally-oppenheimer-suggests-3-stocks-to-ride-the-momentum","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174844507","content_text":"America goes to the only poll that counts, and tomorrow morning we’ll have a better picture of the next Congress. All indications point toward a hefty GOP win, and a consequent legislative check on the Democratic Administration.As for the stock market, if we look back at the past 70 years or so, we find reason for hope no matter the results of the vote. That’s because stocks have rallied after every single mid-term election since the Second World War. It’s no flash-in-the-pan effect either. According to the data, the S&P 500 shows gains for up to a year after a mid-term vote. And with the markets going into election day after 10 months of losses, there’s plenty of room for them to climb back up.In the words of Oppenheimer’s chief investment strategist John Stoltzfus, “Market history suggests to us that regardless of which party is considered the victor in the mid-term elections a rally of some kind is likely in the equity markets near term.”While Stoltzfus acknowledges that there are multiple issues which will drive markets into next year, the immediate post-election period should see a rally in stocks. Chalk it up to clarity; investors never like uncertain situations, and putting the elections behind us will add a degree of predictability to the next few months.So let’s assume that we’re in for a short-term rally in stocks. The question then become, which stocks to pick? And that’s where the stock analysts at Oppenheimer can help us. They’ve followed Stoltzfus’ lead, and picked out three equities that are likely to gain as the markets pick up some upward momentum. We’ve used the TipRanks platform to find out what makes them tick. Let’s take a closer look.DoorDash, Inc.(DASH)The first Oppenheimer pick is DoorDash, a Silicon Valley company in the world of online food ordering and food delivery services. The company boasts a market share of approximately 56%, making it the undisputed leader in the on-demand delivery niche. The service is accessed through a mobile app, and operates in 27 countries around the world, and from the beginning of 2020 through to 3Q22, the company has generated over $70 billion in sales for affiliated merchants along with more than $25 billion in cumulative earnings for its drivers.Taking a look at the 3Q numbers, we find that DoorDash has reported rising revenue in each of the last five quarters. The current top line is $1.7 billion, up 33% year-over-year. This was supported by 27% y/y growth in total orders, to 439 million for the quarter, and a 30% gain in marketplace gross order volume, which hit $13.5 billion.The total order number was the key for the company, as it exceeded Wall Street’s forecast of 433 million. Investors and analysts were also pleased by the revenue number, which came in above the $1.63 billion expectation.These beats compensated for a deeper-than-expected earnings loss. The net EPS loss of 77 cents was significantly higher than the 60-cent forecast.Oppenheimer’s 5-star analystJason Helfsteinlooks at the half-full glass and upgrades DoorDash shares from Neutral to Outperform (i.e. Buy). Helfstein also sets a $70 price target to indicate room for ~35% upside in the coming year.Backing his stance, Helfstein wrote, “Increased disclosure shows improving US restaurant margins… As such, we forecast ’25 EBITDA of $1.5B, with GOV margins of 1.8%, up from 0.7% in ’22E. We forecast US restaurant contribution margins improving from 5.7% in ’22E to 6.1% in ’25E, with Int’l. & US non-restaurant contribution margins improving from -13.4% in ’22E to -2.4% in ’25E—based on 4–5% incremental margins. 3Q showed continued strength, despite uncertain macro.”“We believe DoorDash can leverage its early focus on suburban markets to gain traction in Tier-1 markets and continue expanding its current market leader position,” the analyst summed up.Overall, there are 14 recent analyst reviews on file for DoorDash and they break down to 8 Buys against 6 Holds, for a Moderate Buy consensus rating. The stock is currently trading for $52.27 and has an $84.07 average price target; this implies ~61% potential gain in the next 12 months.Playa Hotels & Resorts(PLYA)The leisure industry was hit hard by the COVID lockdowns, but it has been enjoying a renaissance since last year, when economies began opening up and travel restrictions were loosened. The second stock our list, Playa Hotels, is owner, operator, and developer of hotel and resort locations in Mexico and the Caribbean. The company has 25 locations, at prime beachfronts, in Mexico, Jamaica, and the Dominican Republic, with a total of 9,352 rooms.The company reported its 3Q22 numbers earlier this week, and key figure to focus on was the occupancy rate. Playa reported that 73.8% of its rooms were occupied during the third quarter, a huge increase from the 59.3% reported in the year-ago period. The company’s total revenue, of $204.6 million, was up 35% year-over-year, and the adjusted net income came to $5.9 million – which compared favorably to the $13.7 million adjusted net loss in 3Q21. The company has been benefiting from high consumer demand for leisure travel and activities, post-COVID.Covering PLYA for Oppenheimer, analyst Tyler Batory takes an upbeat view of the company, noting: “We continue to think PLYA is well positioned to take advantage of leisure travel demand and should benefit from increased recognition of the all-inclusive business model by consumers. We also think it’s a positive that the company has not seen an increase in cancellation activity or a slowdown in booking demand outside of hurricane-related activity.”Following from this optimistic outlook, Batory gives the stock an Outperform (i.e. Buy) rating, and his $13 price target suggests it has a robust one-year gain of 121% ahead of it.This international resort operator has picked up 3 recent reviews on Wall Street – and those reviews are all positive, making for a unanimous Strong Buy consensus rating on the stock. Shares in PLYA are trading for $5.88 and the $12.33 average price target implies a 110% gain in the year ahead.BioMarin Pharmaceutical (BMRN)We’ll now shift to the biotech sector, where BioMarin Pharmaceutical is a pioneer in the treatment of rare genetic diseases. The company is working on the development and commercialization of new therapeutic agents for genetic-based diseases that cause debilitating or life-threatening conditions, and that currently lack any effective treatments.In addition to an active research pipeline, BioMarin also has a line-up of seven approved drugs currently on the market. These products generated over $464 million in revenues in 3Q22, out of $505 million total at the top line. The product revenues were up 26% year-over-year, and drove a total y/y revenue gain of 24%.The company’s lead revenue generator is Vimizim, a treatment for the genetic enzyme disorder Morquio A, which causes severe damage to bone, cartilage, and ligament tissues. BioMarin realized $155.5 million in Q3 revenue from Vimizim, up 14% from the year-ago period. The company’s drug Naglazyme showed the largest y/y revenue gain among the product line. This medication, a treatment for the progressive wasting condition Maroteaux-Lamy syndrome, saw revenues grow 40% y/y to reach $99.5 million.Turning to the company’s pipeline, the leading drug candidate is valoctocogene roxaparvovec, branded as roctavian. This is a new AAV gene therapy treatment for adult sufferers of hemophilia A. The drug has completed clinical trials and received approval for use in the European Union, and the approval process with the FDA, following the Biologics License Application, is progressing. The current PDUFA is March 31, 2023 – although there is a possibility of extending that by 3 months should the FDA require additional information.This is another stock that got a recent upgrade from Oppenheimer. AnalystLeland Gershellbumped the shares up from Neutral to Outperform (i.e. Buy), while setting a $110 price target that implies an upside of ~35% by the end of next year.Gershell believes BMRN is set for outperformance, noting: “Roctavian is in review for potential late March FDA approval for severe hemophilia A, tangible signs of reimbursement progress are being made as it enters European markets, Voxzogo is enjoying a strong global launch in achondroplasia, and BMRN is turning toward consistent profitability and positive cash flow generation—yet share shave only modestly risen above indices in 2022 (-8% vs. NBI -12% YTD). As we enter 2023, we believe the market’s increasing recognition of improving fundamentals and greater comfort around near- (and potentially longer) term revenue opportunities will translate into more pronounced outperformance.”Overall, it’s clear from the 13 recent analyst reviews that Wall Street likes this stock. The reviews include 11 Buys to 2 Holds for a Strong Buy consensus rating, and the $103.77 average price target suggests a 27% one-year upside from the trading price of $81.33.","news_type":1,"symbols_score_info":{"DASH":0.9,"PLYA":0.9,"BMRN":0.9}},"isVote":1,"tweetType":1,"viewCount":905,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9987582371,"gmtCreate":1667950699893,"gmtModify":1676537988052,"author":{"id":"3586310553293679","authorId":"3586310553293679","name":"SaberNoTooth","avatar":"https://community-static.tradeup.com/news/0e76511083610259e2add7e6e0f7ad6c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586310553293679","idStr":"3586310553293679"},"themes":[],"htmlText":"Pls like. Thanks&nbsp;","listText":"Pls like. Thanks&nbsp;","text":"Pls like. Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9987582371","repostId":"2282951949","repostType":4,"repost":{"id":"2282951949","kind":"highlight","pubTimestamp":1667950541,"share":"https://ttm.financial/m/news/2282951949?lang=en_US&edition=fundamental","pubTime":"2022-11-09 07:35","market":"us","language":"en","title":"Disney, AMC, Affirm, and More: Top Trending Stocks After Hours","url":"https://stock-news.laohu8.com/highlight/detail?id=2282951949","media":"Yahoo Finance","summary":"Disney (DIS): Despite reporting record full-year sales, Disney shares fell 6% in extended trading af","content":"<html><head></head><body><p><b>Disney (DIS):</b> Despite reporting record full-year sales, Disney shares fell 6% in extended trading after missing on both the top and bottom lines in its fiscal fourth quarter. The company posted adjusted earnings of 30 cents a share on sales of $20.15 billion. Disney+ added 12 million subscribers during the quarter, topping estimates, but streaming losses grew to $1.5 billion, up from $630 million a year ago. Despite widening losses, CEO Bob Chapeck told investors he “still sees Disney + achieving profitability in fiscal year 2024.”</p><p><b>AMC (AMC): </b>The movie theater chain’s losses widened to $226.9 million during the quarter, its 12th quarterly loss in a row, putting pressure on shares in after-hours trading. Revenue increased 27% to $968.4 million.</p><p><b>Affirm (AFRM):</b> Shares plunged after the company posted a wider than expected loss and weak guidance. Affirm expects fiscal second quarter revenue of $400 million to $420 million and full-year revenue of $1.6 billion to $1.675, short of analyst’s estimate.</p><p><b>Novavax (NVAX): </b>The vaccine maker reported revenue of $734.6 million, more than three times its sales from a year ago. NovaVax also reported it delivered over 94 million doses of Covid-19 vaccine globally to date. Despite the growth, Novavax lowered its 2022 revenue guidance to $2 billion, below the consensus estimate and at the lower end of its previous forecast.</p><p><b>Marathon Digital Holdings (MARA):</b> The crypto miner recorded a net loss of $75.4 million during the third quarter compared with a net loss of $22.2 million a year ago. Marathon’s chairman and CEO Fred Thiel wrote in the earnings release, “the third quarter of 2022 was a transition and rebuilding period at Marathon.” Revenue decline 75% from a year ago to $12.69 million.</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>Disney, AMC, Affirm, and More: Top Trending Stocks After Hours</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\">\nDisney, AMC, Affirm, and More: Top Trending Stocks After Hours\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-09 07:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/top-trending-stocks-after-hours-disney-amc-affirm-and-more-230846983.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Disney (DIS): Despite reporting record full-year sales, Disney shares fell 6% in extended trading after missing on both the top and bottom lines in its fiscal fourth quarter. The company posted ...</p>\n\n<a href=\"https://finance.yahoo.com/news/top-trending-stocks-after-hours-disney-amc-affirm-and-more-230846983.html\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AFRM":"Affirm Holdings, Inc.","AMC":"AMC院线","NVAX":"诺瓦瓦克斯医药","APE":"AMC Entertainment Preferred","MARA":"MARA Holdings","DIS":"迪士尼"},"source_url":"https://finance.yahoo.com/news/top-trending-stocks-after-hours-disney-amc-affirm-and-more-230846983.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2282951949","content_text":"Disney (DIS): Despite reporting record full-year sales, Disney shares fell 6% in extended trading after missing on both the top and bottom lines in its fiscal fourth quarter. The company posted adjusted earnings of 30 cents a share on sales of $20.15 billion. Disney+ added 12 million subscribers during the quarter, topping estimates, but streaming losses grew to $1.5 billion, up from $630 million a year ago. Despite widening losses, CEO Bob Chapeck told investors he “still sees Disney + achieving profitability in fiscal year 2024.”AMC (AMC): The movie theater chain’s losses widened to $226.9 million during the quarter, its 12th quarterly loss in a row, putting pressure on shares in after-hours trading. Revenue increased 27% to $968.4 million.Affirm (AFRM): Shares plunged after the company posted a wider than expected loss and weak guidance. Affirm expects fiscal second quarter revenue of $400 million to $420 million and full-year revenue of $1.6 billion to $1.675, short of analyst’s estimate.Novavax (NVAX): The vaccine maker reported revenue of $734.6 million, more than three times its sales from a year ago. NovaVax also reported it delivered over 94 million doses of Covid-19 vaccine globally to date. Despite the growth, Novavax lowered its 2022 revenue guidance to $2 billion, below the consensus estimate and at the lower end of its previous forecast.Marathon Digital Holdings (MARA): The crypto miner recorded a net loss of $75.4 million during the third quarter compared with a net loss of $22.2 million a year ago. Marathon’s chairman and CEO Fred Thiel wrote in the earnings release, “the third quarter of 2022 was a transition and rebuilding period at Marathon.” Revenue decline 75% from a year ago to $12.69 million.","news_type":1,"symbols_score_info":{"AFRM":0.9,"DIS":1,"MARA":0.9,"APE":0.6,"NVAX":0.9,"AMC":1}},"isVote":1,"tweetType":1,"viewCount":1471,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9987169026,"gmtCreate":1667859866265,"gmtModify":1676537973592,"author":{"id":"3586310553293679","authorId":"3586310553293679","name":"SaberNoTooth","avatar":"https://community-static.tradeup.com/news/0e76511083610259e2add7e6e0f7ad6c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586310553293679","idStr":"3586310553293679"},"themes":[],"htmlText":"Pls like. Thanks&nbsp;","listText":"Pls like. Thanks&nbsp;","text":"Pls like. Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9987169026","repostId":"2281414614","repostType":4,"repost":{"id":"2281414614","kind":"highlight","pubTimestamp":1667835205,"share":"https://ttm.financial/m/news/2281414614?lang=en_US&edition=fundamental","pubTime":"2022-11-07 23:33","market":"us","language":"en","title":"2 Growth Stocks That Could Soar 133% to 226% From Their 52-Week Lows, According to Wall Street","url":"https://stock-news.laohu8.com/highlight/detail?id=2281414614","media":"Motley Fool","summary":"These growth stocks have fallen sharply amid the bear market, but investors have good reason to be bullish on both companies.","content":"<div>\n<p>The stock market has crumbled this year. High inflation and rising interest rates have caused the S&P 500 to dive headlong into a bear market. The broad-based index is currently 21% off its high, but ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/11/06/2-growth-stocks-could-soar-226-from-52-week-low/\">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>2 Growth Stocks That Could Soar 133% to 226% From Their 52-Week Lows, According to Wall Street</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\">\n2 Growth Stocks That Could Soar 133% to 226% From Their 52-Week Lows, According to Wall Street\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-07 23:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/11/06/2-growth-stocks-could-soar-226-from-52-week-low/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The stock market has crumbled this year. High inflation and rising interest rates have caused the S&P 500 to dive headlong into a bear market. The broad-based index is currently 21% off its high, but ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/11/06/2-growth-stocks-could-soar-226-from-52-week-low/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SHOP":"Shopify Inc","GLBE":"Global-E Online Ltd."},"source_url":"https://www.fool.com/investing/2022/11/06/2-growth-stocks-could-soar-226-from-52-week-low/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2281414614","content_text":"The stock market has crumbled this year. High inflation and rising interest rates have caused the S&P 500 to dive headlong into a bear market. The broad-based index is currently 21% off its high, but many individual growth stocks have fared even worse. For instance, Shopify and Global-e Online have seen their share prices tumble 80% and 73%, respectively, leaving both stocks near 52-week lows.However, some Wall Street analysts remain upbeat. Paul Treiber of RBC Capital has a price target on Shopify of $55 per share, 133% higher than its 52-week low of $23.63. And James Faucette of Morgan Stanley has a price target of $51 per share on Global-e Online, which implies 226% upside from its 52-week low of $15.63.Is it time to buy these growth stocks?Shopify: Omnichannel commerce made easyShopify is the central nervous system for over two million businesses. Its software simplifies commerce by enabling merchants to manage multiple sales channels from a single platform, including online marketplaces like Amazon, social media like Instagram, and direct-to-consumer (D2C) websites. Shopify also provides adjacent solutions for payment processing, financing, and marketing, among others.The company has struggled in the current economic environment. Revenue climbed just 22% to $1.4 billion in the third quarter, and the company posted an adjusted loss of $0.02 per share, compared to an adjusted profit of $0.08 per share last year. Worse yet, Shopify may continue to struggle until inflation normalizes and consumer spending rebounds. But these temporary headwinds are obscuring its true potential. In fact, RBC analyst Paul Treiber recently called Shopify \"one of the most compelling long-term growth stories.\"According to G2 Grid, Shopify is the most popular e-commerce software in terms of market presence, and Shopify Plus -- its commerce suite for larger companies -- is the second most popular platform. That success stems from its support for omnichannel commerce. While marketplace operators herd sellers onto one platform, Shopify helps brands grow across virtually any channel. That includes brick-and-mortar stores and D2C websites, which gives brands complete control over the buyer experience -- something they lack on a marketplace like Amazon -- and can increase the odds of lasting customer relationships.That means Shopify is set to capitalize on a large and growing addressable market. E-commerce sales worldwide are expected to increase 10% annually to reach $7.4 trillion by 2025, according to eMarketer. Better yet, Shopify has a particularly strong foothold in North America. It powered 10.3% of retail e-commerce sales in the U.S. last year -- second only to Amazon -- and that market is expected to grow 12% annually to reach $1.5 trillion by 2025.Currently, shares trade at about 8.5 times sales, an absolute bargain compared to the three-year average of over 36 times sales. That creates a compelling buying opportunity, though investors shouldn't expect triple-digit returns in the next year. The macroeconomic environment is far too uncertain to warrant that type of near-term optimism.Global-e Online: Cross-border e-commerce made easyGlobal-e simplifies cross-border e-commerce by helping merchants optimize their digital stores for international buyers. The Global-e platform localizes details like language, currency, and payment options, and it surfaces data-driven insights to help merchants understand shopper behavior on a market-by-market basis. Those services boost international conversion rates, often by more than 60%, according to the company.Additionally, Global-e provides fulfillment services through a partner network of shipping carriers, and it offers support for returns and customer service. Better yet, its platform removes much of the regulatory complexity associated with international expansion by helping merchants calculate and pay import duties and foreign sales tax. In a nutshell, Global-e makes it easy for businesses to move into new markets, and that value proposition has the company growing like gangbusters.In the second quarter, Global-e saw gross merchandise volume (GMV) soar 64% to $534 million as more brands joined the platform. That feat is particularly impressive given the state of the global economy. In turn, quarterly revenue jumped 52% to $87 million, and the company posted positive free cash flow (FCF) of $30 million. That equates to an impressive FCF margin of 34%.Better yet, investors have good reason to believe that momentum will continue. Cross-border e-commerce sales will total $736 billion in 2023, according to Forrester Research, but Global-e handled just $990 million in GMV through the first half of 2022. That puts the company in front of a massive opportunity, and management has set in motion a strong growth strategy. For instance, Global-e powers Shopify Markets Pro, a sophisticated cross-border solution that makes it possible for Shopify merchants to expand into more than 150 markets overnight.Currently, shares trade at just over 11 times sales, a discount to the historic average of nearly 25. That's why investors should consider buying this growth stock, though Global-e is best viewed as a long-term investment. Triple-digit returns are in the cards but only with enough time for the company to expand into its huge market.","news_type":1,"symbols_score_info":{"GLBE":0.9,"SHOP":0.9}},"isVote":1,"tweetType":1,"viewCount":1039,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9987032912,"gmtCreate":1667777690636,"gmtModify":1676537960433,"author":{"id":"3586310553293679","authorId":"3586310553293679","name":"SaberNoTooth","avatar":"https://community-static.tradeup.com/news/0e76511083610259e2add7e6e0f7ad6c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586310553293679","idStr":"3586310553293679"},"themes":[],"htmlText":"Pls like. Thanks&nbsp;","listText":"Pls like. Thanks&nbsp;","text":"Pls like. Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9987032912","repostId":"2281644509","repostType":4,"repost":{"id":"2281644509","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":1,"media_name":"Dow Jones","id":"1012688067","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1667778768,"share":"https://ttm.financial/m/news/2281644509?lang=en_US&edition=fundamental","pubTime":"2022-11-07 07:52","market":"us","language":"en","title":"CPI; U.S. Midterm Elections; NIO, Palantir, Disney, AMC Earnings: What to Know This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=2281644509","media":"Dow Jones","summary":"It's another busy week for investors: the U.S. midterm elections, the latest inflation data, and a continued parade of third-quarter results will be the highlights.Activision Blizzard, NRG Energy, and the Mosaic Company will report on Monday, followed by Walt Disney, Occidental Petroleum, and DuPont on Tuesday. Wednesday will bring results from D.R. Horton, then  Becton Dickinson, Ralph Lauren, and Tapestry report on Thursday.Voting on Tuesday will determine control of Congress for the next two ","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<pre>\nBy Nicholas Jasinski \n</pre>\n<p>\n     It's another busy week for investors: the U.S. midterm elections, the latest inflation data, and a continued parade of third-quarter results will be the highlights. \n</p>\n<p>\n     Activision Blizzard, NRG Energy, and the Mosaic Company will report on Monday, followed by Walt Disney, Occidental Petroleum, and DuPont on Tuesday. Wednesday will bring results from D.R. Horton, then  Becton Dickinson, Ralph Lauren, and Tapestry report on Thursday. \n</p>\n<p>\n     Voting on Tuesday will determine control of Congress for the next two years, with Republicans favored to win the House of Representatives and polling suggesting a close race in the Senate. Results may take days to become clear in several states. \n</p>\n<p>\n     The economic-data highlight of the week will be Thursday's release of the October Consumer Price Index from the Bureau of Labor Statistics. The consensus estimate is for a 0.7% rise in the month, to stretch the headline index's annual gain to 8.0%. The core CPI, which excludes food and energy components, is seen rising 0.5% in October and 6.6% from a year earlier. \n</p>\n<p>\n     Other economic data out this week will include the National Federation of Independent Business' Small Business Optimism Index for October on Tuesday. That's forecast to be roughly flat from September. The University of Michigan's Consumer Sentiment Index for November will be out on Friday, and is expected to also be about even with the previous month's reading. \n</p>\n<p>\n     Monday 11/7 \n</p>\n<p>\n     Activision Blizzard, BioNTech, <a href=\"https://laohu8.com/S/FANG\">Diamondback Energy</a>, SolarEdge Technologies, and <a href=\"https://laohu8.com/S/TTWO\">Take-Two Interactive Software</a> release earnings. \n</p>\n<p>\n     The Federal Reserve reports consumer credit data for September. In August, total consumer debt rose at a seasonally adjusted annual rate of 8.3%, to a record $4.68 trillion. Revolving debt -- primarily credit cards -- jumped 18.1%. \n</p>\n<p>\n     Tuesday 11/8 \n</p>\n<p>\n     It's Election Day. The midterms will determine which party controls Congress for the next two years. Polling suggests that Republicans will retake the House of Representatives, while the Senate looks like a toss-up. \n</p>\n<p>\n     Constellation Energy, DuPont, GlobalFoundries, Occidental Petroleum, and Walt Disney report quarterly results. \n</p>\n<p>\n     Nasdaq and Nucor hold their 2022 investor days. \n</p>\n<p>\n     The National Federation of Independent Business releases its Small Business Optimism Index for October. Consensus estimate is for a 92 reading, roughly even with September's. The index has had readings below its 48-year average of 98 for nine consecutive months, as inflation and labor shortages continue to challenge small-business owners. \n</p>\n<p>\n     Wednesday 11/9 \n</p>\n<p>\n     D.R. Horton, Rivian Automotive, Roblox, and Trade Desk announce earnings. \n</p>\n<p>\n     $First Republic Bank(FRC-N)$ and <a href=\"https://laohu8.com/S/PSX\">Phillips 66</a> host their annual investor days. \n</p>\n<p>\n     Thursday 11/10 \n</p>\n<p>\n     AstraZeneca, Becton Dickinson, Brookfield Asset Management, Ralph Lauren, Steris, and Tapestry hold conference calls to discuss quarterly results. \n</p>\n<p>\n     Moderna hosts its first ESG day. \n</p>\n<p>\n     The Bureau of Labor Statistics releases the consumer price index for October. Economists forecast that the CPI will show an increase of 8%, year over year, following an 8.2% jump in September. The core CPI, which excludes volatile food and energy prices, is expected to be up 6.5%, a tenth of a percentage point less than previously. While the CPI is down nearly a full percentage from its recent June peak, the core CPI hit a four-decade high in September. The S&amp;P 500 index fell 3.3% this past week as the Federal Open Market Committee raised the federal-funds rate by three-quarters of a percentage point for the fourth consecutive meeting and reiterated that taming inflation was its No. 1 priority. \n</p>\n<p>\n     Friday 11/11 \n</p>\n<p>\n     The bond market is closed in observance of Veterans Day. The Nasdaq and New York Stock Exchange keep regular trading hours. \n</p>\n<p>\n     The University of Michigan releases its Consumer Sentiment Index for November. The consensus call is for a 59.7 reading, about even with the previous data. In October, consumers' one-year expectation for inflation was 5%, while longer-run expectations were 2.9%. \n</p>\n<p>\n     Write to Nicholas Jasinski at nicholas.jasinski@barrons.com \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  November 06, 2022 17:55 ET (22:55 GMT)\n</p>\n<p>\n  Copyright (c) 2022 Dow Jones &amp; Company, Inc.\n</p>\n</font>","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>CPI; U.S. Midterm Elections; NIO, Palantir, Disney, AMC Earnings: What to Know This Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCPI; U.S. Midterm Elections; NIO, Palantir, Disney, AMC Earnings: What to Know This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1012688067\">\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\">2022-11-07 07:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<pre>\nBy Nicholas Jasinski \n</pre>\n<p>\n     It's another busy week for investors: the U.S. midterm elections, the latest inflation data, and a continued parade of third-quarter results will be the highlights. \n</p>\n<p>\n     Activision Blizzard, NRG Energy, and the Mosaic Company will report on Monday, followed by Walt Disney, Occidental Petroleum, and DuPont on Tuesday. Wednesday will bring results from D.R. Horton, then  Becton Dickinson, Ralph Lauren, and Tapestry report on Thursday. \n</p>\n<p>\n     Voting on Tuesday will determine control of Congress for the next two years, with Republicans favored to win the House of Representatives and polling suggesting a close race in the Senate. Results may take days to become clear in several states. \n</p>\n<p>\n     The economic-data highlight of the week will be Thursday's release of the October Consumer Price Index from the Bureau of Labor Statistics. The consensus estimate is for a 0.7% rise in the month, to stretch the headline index's annual gain to 8.0%. The core CPI, which excludes food and energy components, is seen rising 0.5% in October and 6.6% from a year earlier. \n</p>\n<p>\n     Other economic data out this week will include the National Federation of Independent Business' Small Business Optimism Index for October on Tuesday. That's forecast to be roughly flat from September. The University of Michigan's Consumer Sentiment Index for November will be out on Friday, and is expected to also be about even with the previous month's reading. \n</p>\n<p>\n     Monday 11/7 \n</p>\n<p>\n     Activision Blizzard, BioNTech, <a href=\"https://laohu8.com/S/FANG\">Diamondback Energy</a>, SolarEdge Technologies, and <a href=\"https://laohu8.com/S/TTWO\">Take-Two Interactive Software</a> release earnings. \n</p>\n<p>\n     The Federal Reserve reports consumer credit data for September. In August, total consumer debt rose at a seasonally adjusted annual rate of 8.3%, to a record $4.68 trillion. Revolving debt -- primarily credit cards -- jumped 18.1%. \n</p>\n<p>\n     Tuesday 11/8 \n</p>\n<p>\n     It's Election Day. The midterms will determine which party controls Congress for the next two years. Polling suggests that Republicans will retake the House of Representatives, while the Senate looks like a toss-up. \n</p>\n<p>\n     Constellation Energy, DuPont, GlobalFoundries, Occidental Petroleum, and Walt Disney report quarterly results. \n</p>\n<p>\n     Nasdaq and Nucor hold their 2022 investor days. \n</p>\n<p>\n     The National Federation of Independent Business releases its Small Business Optimism Index for October. Consensus estimate is for a 92 reading, roughly even with September's. The index has had readings below its 48-year average of 98 for nine consecutive months, as inflation and labor shortages continue to challenge small-business owners. \n</p>\n<p>\n     Wednesday 11/9 \n</p>\n<p>\n     D.R. Horton, Rivian Automotive, Roblox, and Trade Desk announce earnings. \n</p>\n<p>\n     $First Republic Bank(FRC-N)$ and <a href=\"https://laohu8.com/S/PSX\">Phillips 66</a> host their annual investor days. \n</p>\n<p>\n     Thursday 11/10 \n</p>\n<p>\n     AstraZeneca, Becton Dickinson, Brookfield Asset Management, Ralph Lauren, Steris, and Tapestry hold conference calls to discuss quarterly results. \n</p>\n<p>\n     Moderna hosts its first ESG day. \n</p>\n<p>\n     The Bureau of Labor Statistics releases the consumer price index for October. Economists forecast that the CPI will show an increase of 8%, year over year, following an 8.2% jump in September. The core CPI, which excludes volatile food and energy prices, is expected to be up 6.5%, a tenth of a percentage point less than previously. While the CPI is down nearly a full percentage from its recent June peak, the core CPI hit a four-decade high in September. The S&amp;P 500 index fell 3.3% this past week as the Federal Open Market Committee raised the federal-funds rate by three-quarters of a percentage point for the fourth consecutive meeting and reiterated that taming inflation was its No. 1 priority. \n</p>\n<p>\n     Friday 11/11 \n</p>\n<p>\n     The bond market is closed in observance of Veterans Day. The Nasdaq and New York Stock Exchange keep regular trading hours. \n</p>\n<p>\n     The University of Michigan releases its Consumer Sentiment Index for November. The consensus call is for a 59.7 reading, about even with the previous data. In October, consumers' one-year expectation for inflation was 5%, while longer-run expectations were 2.9%. \n</p>\n<p>\n     Write to Nicholas Jasinski at nicholas.jasinski@barrons.com \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  November 06, 2022 17:55 ET (22:55 GMT)\n</p>\n<p>\n  Copyright (c) 2022 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMC":"AMC院线","NVAX":"诺瓦瓦克斯医药","LCID":"Lucid Group Inc","BNTX":"BioNTech SE","TTWO":"Take-Two Interactive Software","LYFT":"Lyft, Inc.","DIS":"迪士尼","SEDG":"SolarEdge Technologies, Inc.","U":"Unity Software Inc.","OCGN":"Ocugen","PLTR":"Palantir Technologies Inc.","AZN":"阿斯利康","NIO":"蔚来","CLOV":"Clover Health Corp","OXY":"西方石油","CGC":"Canopy Growth Corporation","ATVI":"动视暴雪",".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite","ACB":"奥罗拉大麻公司","RBLX":"Roblox Corporation","NCLH":"挪威邮轮"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2281644509","content_text":"By Nicholas Jasinski \n\n\n     It's another busy week for investors: the U.S. midterm elections, the latest inflation data, and a continued parade of third-quarter results will be the highlights. \n\n\n     Activision Blizzard, NRG Energy, and the Mosaic Company will report on Monday, followed by Walt Disney, Occidental Petroleum, and DuPont on Tuesday. Wednesday will bring results from D.R. Horton, then  Becton Dickinson, Ralph Lauren, and Tapestry report on Thursday. \n\n\n     Voting on Tuesday will determine control of Congress for the next two years, with Republicans favored to win the House of Representatives and polling suggesting a close race in the Senate. Results may take days to become clear in several states. \n\n\n     The economic-data highlight of the week will be Thursday's release of the October Consumer Price Index from the Bureau of Labor Statistics. The consensus estimate is for a 0.7% rise in the month, to stretch the headline index's annual gain to 8.0%. The core CPI, which excludes food and energy components, is seen rising 0.5% in October and 6.6% from a year earlier. \n\n\n     Other economic data out this week will include the National Federation of Independent Business' Small Business Optimism Index for October on Tuesday. That's forecast to be roughly flat from September. The University of Michigan's Consumer Sentiment Index for November will be out on Friday, and is expected to also be about even with the previous month's reading. \n\n\n     Monday 11/7 \n\n\n     Activision Blizzard, BioNTech, Diamondback Energy, SolarEdge Technologies, and Take-Two Interactive Software release earnings. \n\n\n     The Federal Reserve reports consumer credit data for September. In August, total consumer debt rose at a seasonally adjusted annual rate of 8.3%, to a record $4.68 trillion. Revolving debt -- primarily credit cards -- jumped 18.1%. \n\n\n     Tuesday 11/8 \n\n\n     It's Election Day. The midterms will determine which party controls Congress for the next two years. Polling suggests that Republicans will retake the House of Representatives, while the Senate looks like a toss-up. \n\n\n     Constellation Energy, DuPont, GlobalFoundries, Occidental Petroleum, and Walt Disney report quarterly results. \n\n\n     Nasdaq and Nucor hold their 2022 investor days. \n\n\n     The National Federation of Independent Business releases its Small Business Optimism Index for October. Consensus estimate is for a 92 reading, roughly even with September's. The index has had readings below its 48-year average of 98 for nine consecutive months, as inflation and labor shortages continue to challenge small-business owners. \n\n\n     Wednesday 11/9 \n\n\n     D.R. Horton, Rivian Automotive, Roblox, and Trade Desk announce earnings. \n\n\n     $First Republic Bank(FRC-N)$ and Phillips 66 host their annual investor days. \n\n\n     Thursday 11/10 \n\n\n     AstraZeneca, Becton Dickinson, Brookfield Asset Management, Ralph Lauren, Steris, and Tapestry hold conference calls to discuss quarterly results. \n\n\n     Moderna hosts its first ESG day. \n\n\n     The Bureau of Labor Statistics releases the consumer price index for October. Economists forecast that the CPI will show an increase of 8%, year over year, following an 8.2% jump in September. The core CPI, which excludes volatile food and energy prices, is expected to be up 6.5%, a tenth of a percentage point less than previously. While the CPI is down nearly a full percentage from its recent June peak, the core CPI hit a four-decade high in September. The S&P 500 index fell 3.3% this past week as the Federal Open Market Committee raised the federal-funds rate by three-quarters of a percentage point for the fourth consecutive meeting and reiterated that taming inflation was its No. 1 priority. \n\n\n     Friday 11/11 \n\n\n     The bond market is closed in observance of Veterans Day. The Nasdaq and New York Stock Exchange keep regular trading hours. \n\n\n     The University of Michigan releases its Consumer Sentiment Index for November. The consensus call is for a 59.7 reading, about even with the previous data. In October, consumers' one-year expectation for inflation was 5%, while longer-run expectations were 2.9%. \n\n\n     Write to Nicholas Jasinski at nicholas.jasinski@barrons.com \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  November 06, 2022 17:55 ET (22:55 GMT)\n\n\n  Copyright (c) 2022 Dow Jones & Company, Inc.","news_type":1,"symbols_score_info":{"WE":1,".DJI":1,"LYFT":1,"TTWO":1,"SEDG":1,"ACB":1,"OCGN":1,"RBLX":1,"NCLH":1,"NIO":1,"ATVI":1,"PLTR":1,"DIS":1,".IXIC":1,"OXY":1,"U":1,".SPX":1,"AMC":1,"NVAX":1,"AZN":1,"LCID":1,"BNTX":1,"CGC":1,"CLOV":1}},"isVote":1,"tweetType":1,"viewCount":902,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9984473271,"gmtCreate":1667722719193,"gmtModify":1676537956250,"author":{"id":"3586310553293679","authorId":"3586310553293679","name":"SaberNoTooth","avatar":"https://community-static.tradeup.com/news/0e76511083610259e2add7e6e0f7ad6c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586310553293679","idStr":"3586310553293679"},"themes":[],"htmlText":"Pls like. Thanks","listText":"Pls like. Thanks","text":"Pls like. Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9984473271","repostId":"1179650981","repostType":4,"isVote":1,"tweetType":1,"viewCount":1090,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9984857381,"gmtCreate":1667609025543,"gmtModify":1676537943245,"author":{"id":"3586310553293679","authorId":"3586310553293679","name":"SaberNoTooth","avatar":"https://community-static.tradeup.com/news/0e76511083610259e2add7e6e0f7ad6c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586310553293679","idStr":"3586310553293679"},"themes":[],"htmlText":"Pls like. Thanks","listText":"Pls like. Thanks","text":"Pls like. Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9984857381","repostId":"2281680644","repostType":4,"isVote":1,"tweetType":1,"viewCount":1127,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9992925247,"gmtCreate":1661249914191,"gmtModify":1676536482635,"author":{"id":"3586310553293679","authorId":"3586310553293679","name":"SaberNoTooth","avatar":"https://community-static.tradeup.com/news/0e76511083610259e2add7e6e0f7ad6c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586310553293679","idStr":"3586310553293679"},"themes":[],"htmlText":"Pls like,&nbsp; thanks","listText":"Pls like,&nbsp; thanks","text":"Pls like, thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9992925247","repostId":"2261680510","repostType":4,"repost":{"id":"2261680510","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":1661247675,"share":"https://ttm.financial/m/news/2261680510?lang=en_US&edition=fundamental","pubTime":"2022-08-23 17:41","market":"us","language":"en","title":"Explainer: How Meme Stock Darling AMC's New Preferred Shares Work","url":"https://stock-news.laohu8.com/highlight/detail?id=2261680510","media":"Reuters","summary":"Aug 23 (Reuters) - AMC Entertainment Holdings Inc, the movie theater operator that investors have tu","content":"<html><head></head><body><p>Aug 23 (Reuters) - AMC Entertainment Holdings Inc, the movie theater operator that investors have turned into a meme stock, completed the listing of its new preferred shares on Monday, setting the stage for a potential capital raise.</p><p>The novel move allows AMC to sell potentially billions of dollars worth of shares without requiring approval from its shareholders, as it seeks to capitalize on the popularity of meme stocks - shares traded mostly based on social media hype rather than their economic fundamentals.</p><p>Here is what you need to know about AMC&#39;s new preferred shares.</p><p><b>WHAT ARE THE PREFERRED SHARES?</b></p><p>The preferred shares are a new class of shares that were given to holders of AMC&#39;s common stock this month as a dividend. One preferred share was issued for each common share.</p><p>The preferred shares have the same voting power and right to a dividend as common shares. They can be converted into common shares on a one-to-one basis, but only if AMC&#39;s board proposes this and AMC shareholders vote in favor of raising the number of authorized common shares to allow for the move.</p><p><b>WHY DID AMC ISSUE THE PREFERRED SHARES?</b></p><p>AMC said the new shares will be a &#34;currency&#34; that will allow it to raise money to pay down debt and carry out acquisitions and investments.</p><p>While it did not gain any proceeds from the issuance, AMC said it may sell preferred shares from now on, using the current listed preferred shares&#39; trading price as a benchmark.</p><p>AMC said its board can authorize the issuance of up to 5 billion preferred shares but it has so far approved only 1 billion. It has issued 516.8 million preferred shares this month, leaving it with 483.2 million it may sell in the near term.</p><p>The Leawood, Kansas-based company has declined to comment on when it might sell preferred shares to raise money. If it were to sell the 483.2 million at the listed preferred shares&#39; Monday closing price of $6, it would raise $2.9 billion.</p><p><b>CAN&#39;T AMC RAISE MONEY BY SELLING COMMON SHARES INSTEAD?</b></p><p>AMC could sell common shares but it requires shareholder approval to do so. It did not need to seek shareholder approval for the preferred share issue because it relied on an authorization granted to its board by its former owner, China&#39;s Dalian Wanda Group when it listed in 2013. Wanda is no longer an AMC shareholder.</p><p>In July 2021, AMC retracted a proposal for shareholders to approve the issuance of more common shares after it raised $1.8 billion by capitalizing on the meme stock frenzy. CEO Adam Aron cited investor opposition to more common stock sales, and AMC has not sought shareholder approval for a sale since.</p><p><b>WHY DID AMC COMMON SHARES PLUNGE WHEN PREFERRED SHARES STARTED TRADING?</b></p><p>AMC had warned that its common shares would drop as soon its preferred shares started trading on Monday because the stock dividend that delivered the preferred shares to investors acted as a stock split.</p><p>AMC&#39;s common shares ended down 42% at $10.46 on Monday. This fall - equivalent to a $7.56 per share decline - was more than the $6 that the preferred shares ended trading at, reflecting concerns about the company&#39;s future in the wake of peer Cineworld Group Plc&#39;s warning of a possible bankruptcy.</p><p>AMC tried to boost the popularity of the preferred shares with investors ahead of their launch. It listed them in New York under the ticker &#39;APE&#39;, a popular social media reference to meme stock enthusiasts. It also gave investors a free &#34;I OWN APE&#34; non-fungible token (NFT).</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>Explainer: How Meme Stock Darling AMC's New Preferred Shares Work</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\">\nExplainer: How Meme Stock Darling AMC's New Preferred Shares Work\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\">2022-08-23 17:41</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Aug 23 (Reuters) - AMC Entertainment Holdings Inc, the movie theater operator that investors have turned into a meme stock, completed the listing of its new preferred shares on Monday, setting the stage for a potential capital raise.</p><p>The novel move allows AMC to sell potentially billions of dollars worth of shares without requiring approval from its shareholders, as it seeks to capitalize on the popularity of meme stocks - shares traded mostly based on social media hype rather than their economic fundamentals.</p><p>Here is what you need to know about AMC&#39;s new preferred shares.</p><p><b>WHAT ARE THE PREFERRED SHARES?</b></p><p>The preferred shares are a new class of shares that were given to holders of AMC&#39;s common stock this month as a dividend. One preferred share was issued for each common share.</p><p>The preferred shares have the same voting power and right to a dividend as common shares. They can be converted into common shares on a one-to-one basis, but only if AMC&#39;s board proposes this and AMC shareholders vote in favor of raising the number of authorized common shares to allow for the move.</p><p><b>WHY DID AMC ISSUE THE PREFERRED SHARES?</b></p><p>AMC said the new shares will be a &#34;currency&#34; that will allow it to raise money to pay down debt and carry out acquisitions and investments.</p><p>While it did not gain any proceeds from the issuance, AMC said it may sell preferred shares from now on, using the current listed preferred shares&#39; trading price as a benchmark.</p><p>AMC said its board can authorize the issuance of up to 5 billion preferred shares but it has so far approved only 1 billion. It has issued 516.8 million preferred shares this month, leaving it with 483.2 million it may sell in the near term.</p><p>The Leawood, Kansas-based company has declined to comment on when it might sell preferred shares to raise money. If it were to sell the 483.2 million at the listed preferred shares&#39; Monday closing price of $6, it would raise $2.9 billion.</p><p><b>CAN&#39;T AMC RAISE MONEY BY SELLING COMMON SHARES INSTEAD?</b></p><p>AMC could sell common shares but it requires shareholder approval to do so. It did not need to seek shareholder approval for the preferred share issue because it relied on an authorization granted to its board by its former owner, China&#39;s Dalian Wanda Group when it listed in 2013. Wanda is no longer an AMC shareholder.</p><p>In July 2021, AMC retracted a proposal for shareholders to approve the issuance of more common shares after it raised $1.8 billion by capitalizing on the meme stock frenzy. CEO Adam Aron cited investor opposition to more common stock sales, and AMC has not sought shareholder approval for a sale since.</p><p><b>WHY DID AMC COMMON SHARES PLUNGE WHEN PREFERRED SHARES STARTED TRADING?</b></p><p>AMC had warned that its common shares would drop as soon its preferred shares started trading on Monday because the stock dividend that delivered the preferred shares to investors acted as a stock split.</p><p>AMC&#39;s common shares ended down 42% at $10.46 on Monday. This fall - equivalent to a $7.56 per share decline - was more than the $6 that the preferred shares ended trading at, reflecting concerns about the company&#39;s future in the wake of peer Cineworld Group Plc&#39;s warning of a possible bankruptcy.</p><p>AMC tried to boost the popularity of the preferred shares with investors ahead of their launch. It listed them in New York under the ticker &#39;APE&#39;, a popular social media reference to meme stock enthusiasts. It also gave investors a free &#34;I OWN APE&#34; non-fungible token (NFT).</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"APE":"AMC Entertainment Preferred","AMC":"AMC院线"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2261680510","content_text":"Aug 23 (Reuters) - AMC Entertainment Holdings Inc, the movie theater operator that investors have turned into a meme stock, completed the listing of its new preferred shares on Monday, setting the stage for a potential capital raise.The novel move allows AMC to sell potentially billions of dollars worth of shares without requiring approval from its shareholders, as it seeks to capitalize on the popularity of meme stocks - shares traded mostly based on social media hype rather than their economic fundamentals.Here is what you need to know about AMC's new preferred shares.WHAT ARE THE PREFERRED SHARES?The preferred shares are a new class of shares that were given to holders of AMC's common stock this month as a dividend. One preferred share was issued for each common share.The preferred shares have the same voting power and right to a dividend as common shares. They can be converted into common shares on a one-to-one basis, but only if AMC's board proposes this and AMC shareholders vote in favor of raising the number of authorized common shares to allow for the move.WHY DID AMC ISSUE THE PREFERRED SHARES?AMC said the new shares will be a \"currency\" that will allow it to raise money to pay down debt and carry out acquisitions and investments.While it did not gain any proceeds from the issuance, AMC said it may sell preferred shares from now on, using the current listed preferred shares' trading price as a benchmark.AMC said its board can authorize the issuance of up to 5 billion preferred shares but it has so far approved only 1 billion. It has issued 516.8 million preferred shares this month, leaving it with 483.2 million it may sell in the near term.The Leawood, Kansas-based company has declined to comment on when it might sell preferred shares to raise money. If it were to sell the 483.2 million at the listed preferred shares' Monday closing price of $6, it would raise $2.9 billion.CAN'T AMC RAISE MONEY BY SELLING COMMON SHARES INSTEAD?AMC could sell common shares but it requires shareholder approval to do so. It did not need to seek shareholder approval for the preferred share issue because it relied on an authorization granted to its board by its former owner, China's Dalian Wanda Group when it listed in 2013. Wanda is no longer an AMC shareholder.In July 2021, AMC retracted a proposal for shareholders to approve the issuance of more common shares after it raised $1.8 billion by capitalizing on the meme stock frenzy. CEO Adam Aron cited investor opposition to more common stock sales, and AMC has not sought shareholder approval for a sale since.WHY DID AMC COMMON SHARES PLUNGE WHEN PREFERRED SHARES STARTED TRADING?AMC had warned that its common shares would drop as soon its preferred shares started trading on Monday because the stock dividend that delivered the preferred shares to investors acted as a stock split.AMC's common shares ended down 42% at $10.46 on Monday. This fall - equivalent to a $7.56 per share decline - was more than the $6 that the preferred shares ended trading at, reflecting concerns about the company's future in the wake of peer Cineworld Group Plc's warning of a possible bankruptcy.AMC tried to boost the popularity of the preferred shares with investors ahead of their launch. It listed them in New York under the ticker 'APE', a popular social media reference to meme stock enthusiasts. It also gave investors a free \"I OWN APE\" non-fungible token (NFT).","news_type":1,"symbols_score_info":{"APE":0.9,"AMC":1}},"isVote":1,"tweetType":1,"viewCount":765,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9984857381,"gmtCreate":1667609025543,"gmtModify":1676537943245,"author":{"id":"3586310553293679","authorId":"3586310553293679","name":"SaberNoTooth","avatar":"https://community-static.tradeup.com/news/0e76511083610259e2add7e6e0f7ad6c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586310553293679","idStr":"3586310553293679"},"themes":[],"htmlText":"Pls like. Thanks","listText":"Pls like. Thanks","text":"Pls like. Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9984857381","repostId":"2281680644","repostType":4,"isVote":1,"tweetType":1,"viewCount":1127,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9912921023,"gmtCreate":1664750702862,"gmtModify":1676537500213,"author":{"id":"3586310553293679","authorId":"3586310553293679","name":"SaberNoTooth","avatar":"https://community-static.tradeup.com/news/0e76511083610259e2add7e6e0f7ad6c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586310553293679","idStr":"3586310553293679"},"themes":[],"htmlText":"Pls like. Thanks&nbsp;","listText":"Pls like. Thanks&nbsp;","text":"Pls like. Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/9912921023","repostId":"1157459217","repostType":4,"repost":{"id":"1157459217","kind":"news","pubTimestamp":1664676789,"share":"https://ttm.financial/m/news/1157459217?lang=en_US&edition=fundamental","pubTime":"2022-10-02 10:13","market":"us","language":"en","title":"Alibaba Stock: Attractive Valuation Despite Mid-Term Headwinds","url":"https://stock-news.laohu8.com/highlight/detail?id=1157459217","media":"TipRanks","summary":"Over the mid term,Alibaba’s share price has had a habit of moving in step with earnings revisions but during the past 3 months, this relationship has weakened.During the period, Alibaba’s forecast for adj EPS in FY2024 has been cut by 4%, yet the share price has dropped by 34%.Moving forward, how can this be corrected?","content":"<div>\n<p>Over the mid term, Alibaba’s (BABA)share price has had a habit of moving in step with earnings revisions but during the past 3 months, this relationship has weakened.During the period, Alibaba’s ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/alibaba-stock-attractive-valuation-despite-mid-term-headwinds\">Source Link</a>\n\n</div>\n","source":"lsy1606183248679","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 Stock: Attractive Valuation Despite Mid-Term Headwinds</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 Stock: Attractive Valuation Despite Mid-Term Headwinds\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-02 10:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/alibaba-stock-attractive-valuation-despite-mid-term-headwinds><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Over the mid term, Alibaba’s (BABA)share price has had a habit of moving in step with earnings revisions but during the past 3 months, this relationship has weakened.During the period, Alibaba’s ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/alibaba-stock-attractive-valuation-despite-mid-term-headwinds\">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","09988":"阿里巴巴-W"},"source_url":"https://www.tipranks.com/news/article/alibaba-stock-attractive-valuation-despite-mid-term-headwinds","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157459217","content_text":"Over the mid term, Alibaba’s (BABA)share price has had a habit of moving in step with earnings revisions but during the past 3 months, this relationship has weakened.During the period, Alibaba’s forecast for adj EPS in FY2024 has been cut by 4%, yet the share price has dropped by 34%.Moving forward, how can this be corrected? J.P. Morgan’sAlex Yao has an idea. The analyst believes “sentiment-driven fund flow is the current key share price driver and revenue recovery is the key determinant of market sentiment.”That is a bit of problem, then. Because Yao expects weak China consumption in the September quarter (F2Q23) to impact the revenue outlook.Since late August, Covid has once again been a disruptive force in a host of cities across China, and as such, Yao expects “limited improvement” in Alibaba’s core-core CMR (customer-management revenue) compared to the June quarter.The analyst sees the September quarter’s CMR falling by 4% from the same period last year, hardly any better than the June quarter’s 5% drop. On account of “low visibility of consumer sentiment improvement” or any relaxion of the Covid policies, the decline will continue in the December quarter, albeit at a slower pace (Yao expects a 2% year-over-year decline vs. anticipation of a positive turn previously).In contrast, given Alibaba’s firm commitment to cost-cutting and efficiency-improving measures, Yao sees “potential upside to consensus bottom-line projections.”However, that might not have enough of a positive effect right now. “Alibaba’s weakening revenue outlook in the near term could continue to weigh on the share price despite an unchanged, or even potentially better, profit outlook,” the analyst said, before summing up, “Nonetheless, we believe Alibaba’s share price is attractive on a 12-month view on 1) profit growth recovery to 20%+ in FY2024, 2) current consensus FY2024 PE of only 9x.”To this end, Yao rates BABA shares an Overweight (i.e., Buy) along with a $135 price target. This figure leaves room for 12-month share appreciation of ~69%. Yao’s rating stays an Overweight (i.e., Buy).Overall, Wall Street takes a bullish stance on Alibaba shares. 17 Buys and 1 Sell issued over the previous three months, making the stock a Strong Buy. Meanwhile, the $149.06 average price target suggests ~86% upside from current levels.","news_type":1,"symbols_score_info":{"09988":0.9,"BABA":0.9}},"isVote":1,"tweetType":1,"viewCount":532,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9037576207,"gmtCreate":1648161693680,"gmtModify":1676534309984,"author":{"id":"3586310553293679","authorId":"3586310553293679","name":"SaberNoTooth","avatar":"https://community-static.tradeup.com/news/0e76511083610259e2add7e6e0f7ad6c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586310553293679","idStr":"3586310553293679"},"themes":[],"htmlText":"pls like. thanks","listText":"pls like. thanks","text":"pls like. thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9037576207","repostId":"2221174430","repostType":4,"repost":{"id":"2221174430","kind":"highlight","pubTimestamp":1648136014,"share":"https://ttm.financial/m/news/2221174430?lang=en_US&edition=fundamental","pubTime":"2022-03-24 23:33","market":"us","language":"en","title":"Want to Retire With $1 Million? Invest $250,000 in These Tech Stocks and Wait 10 Years (or Less)","url":"https://stock-news.laohu8.com/highlight/detail?id=2221174430","media":"Motley Fool","summary":"By investing in businesses with strong competitive advantages, you can tap into growth that outpaces the market.","content":"<div>\n<p>Even amid today's downturn, the stock market continues to offer a proven path to financial independence. Over the last decade, the S&P 500 has generated a total return of 286%, meaning you could have ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/03/23/want-1-million-invest-250000-in-these-tech-stocks/\">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>Want to Retire With $1 Million? Invest $250,000 in These Tech Stocks and Wait 10 Years (or Less)</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\">\nWant to Retire With $1 Million? Invest $250,000 in These Tech Stocks and Wait 10 Years (or Less)\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-24 23:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/03/23/want-1-million-invest-250000-in-these-tech-stocks/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Even amid today's downturn, the stock market continues to offer a proven path to financial independence. Over the last decade, the S&P 500 has generated a total return of 286%, meaning you could have ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/03/23/want-1-million-invest-250000-in-these-tech-stocks/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4516":"特朗普概念","BK4505":"高瓴资本持仓","BK4535":"淡马锡持仓","BK4577":"网络游戏","BK4504":"桥水持仓","BK4538":"云计算","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4548":"巴美列捷福持仓","OKTA":"Okta Inc.","MSFT":"微软","CRM":"赛富时","BK4525":"远程办公概念","BK4561":"索罗斯持仓","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4581":"高盛持仓","BK4527":"明星科技股","HUBS":"HubSpot","BK4534":"瑞士信贷持仓","BK4567":"ESG概念","BK4576":"AR","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4503":"景林资产持仓","BK4566":"资本集团","BK4528":"SaaS概念"},"source_url":"https://www.fool.com/investing/2022/03/23/want-1-million-invest-250000-in-these-tech-stocks/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2221174430","content_text":"Even amid today's downturn, the stock market continues to offer a proven path to financial independence. Over the last decade, the S&P 500 has generated a total return of 286%, meaning you could have tripled your money by simply investing in an exchange traded fund that tracks the popular index.That said, greater rewards await savvy investors who are willing to research and build a diversified portfolio of individual stocks. For those interested in long-term growth, tech standouts HubSpot ( HUBS 3.21% ) and Okta ( OKTA -1.76% ) look like smart investments. Both have the potential to quadruple in value over the next 10 years, growing at a pace that would turn an initial investment of $250,000 split evenly between these stocks into a collective $1 million.What makes these companies ready for such monster growth? Let's take a look.HubSpot: Customer relationship managementHubSpot provides customer relationship management (CRM) software, offering tools that drive productivity across marketing, sales, customer service, and operations. The HubSpot app marketplace lists over 1,000 integrations that extend the functionality of its CRM suite, connecting with social media apps like Meta Platforms' Instagram, commerce software like Shopify, and email systems like Microsoft ( MSFT 1.64% ) Outlook.Of course, HubSpot faces intense competition from other CRM vendors like Salesforce, which generated 20 times more revenue than HubSpot over the last 12 months. But HubSpot's advantage lies in the quickly growing marketing automation space, where it holds nearly 34% market share. For context, the marketing automation industry was worth $3.6 billion in 2020, and is expected to grow threefold in the next five years. That edge could certainly help HubSpot grow over the next decade. But more immediately, this advantage in marketing automation gives HubSpot a foothold in the broader CRM industry, allowing the company to execute its land-and-expand growth strategy.As of fourth quarter 2021, 60% of customers use multiple HubSpot products, compared to 34% in 2017. This uptick in adoption has translated into strong financial results. In 2021, revenue rose 47% to $1.3 billion, and the company generated free cash flow of $203.3 million, up from $79.1 million the year prior. Analysts believe there's even more room for HubSpot to grow: Brad Sills of Bank of America Securities ( BAC 3.13% ) puts HubSpot's addressable market at $87 billion.To that end, HubSpot continues to innovate and expand its capabilities. Last year, it partnered with Stripe to launch HubSpot Payments, a tool that streamlines sales by enabling digital payments directly through its CRM platform. HubSpot also launched Operations Hub, a software product that helps operations teams sync data between applications and automate various business processes.Here's the bottom line: HubSpot helps its clients provide a great consumer experience across the entire customer lifecycle. That value proposition resonates with businesses in virtually every industry. More importantly, HubSpot has achieved a strong competitive position, especially in marketing automation software, and that tailwind should be a growth driver in the years ahead. In fact, I think this $23 billion business could grow fourfold to $92 billion over the next decade.Okta: CybersecurityOkta helps organizations protect sensitive applications and data. Its primary offering, Okta Identity Cloud, is a suite of identity and access management (IAM) tools that securely connects users to necessary technologies. Okta uses artificial intelligence to continuously analyze contextual signals (such as user, device, and location) to score the risk associated with each sign-in attempt. Following this formula, the platform only authenticates and authorizes appropriate users. Given the growing need for cybersecurity -- the number of Internet of Things cyberattacks alone is expected to double by 2025 -- this stock looks like a prime candidate for fourfold returns.Okta's technology is highly versatile and addresses both workforce and customer identity use cases. Okta Identity Cloud integrates with over 7,000 different software products and infrastructure providers. Okta also provides developer tools that allow clients to incorporate Okta technology into other applications. Unlike rivals such as Microsoft, Okta is infrastructure-agnostic; its identity tools aren't associated with a specific cloud vendor and the company has no incentive to push clients toward particular technologies. This neutrality gives Okta a significant edge, spurring Gartner and Forrester Research to recognize the company as a leader in the IAM space.Those accolades came alongside solid financial performance. In the past year, revenue soared 56% to $1.3 billion, and the company generated positive free cash flow of $87 million. This free cash flow represents a 22% drop compared to the year prior, due in large part to expenses associated with Okta's acquisition of Auth0. However, that acquisition strengthens Okta's position in the customer identity space. While Okta already had an impressive ecosystem of pre-built integrations, Auth0's developer tools make its easy to embed IAM solutions into any application, including consumer-facing ones.Last year, Okta announced the launch of two new products: Identity Governance, which simplifies reporting and automates workflows, and Privileged Access, which ensures heightened protection of highly valuable accounts. Collectively, these new products will strengthen Okta's position in the workforce identity space, pushing the company's addressable market to $80 billion. Both products are set to launch in first quarter 2022, and management will report on progress later in the year. For now, though, these announcements highlight Okta's ambitious growth strategy and underscore its commitment to industry expansion.In short, Okta has carved out a leadership position in the IAM industry, and through acquisition and innovation, management is working to strengthen that position. More broadly, cybersecurity will only become more critical as the number of connected devices continues to proliferate. That's why I think this growth stock -- which currently has a market cap of $27 billion -- could grow fourfold to $108 billion over the next decade.","news_type":1,"symbols_score_info":{"OKTA":0.9,"CRM":1,"IAM":1,"MSFT":0.87,"HUBS":0.9}},"isVote":1,"tweetType":1,"viewCount":696,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9937513297,"gmtCreate":1663466187719,"gmtModify":1676537274037,"author":{"id":"3586310553293679","authorId":"3586310553293679","name":"SaberNoTooth","avatar":"https://community-static.tradeup.com/news/0e76511083610259e2add7e6e0f7ad6c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586310553293679","idStr":"3586310553293679"},"themes":[],"htmlText":"Pls like. Thanks","listText":"Pls like. Thanks","text":"Pls like. Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9937513297","repostId":"2268672370","repostType":4,"repost":{"id":"2268672370","kind":"highlight","pubTimestamp":1663460267,"share":"https://ttm.financial/m/news/2268672370?lang=en_US&edition=fundamental","pubTime":"2022-09-18 08:17","market":"us","language":"en","title":"Can the Fed Tame Inflation Without Further Crushing the Stock Market? What Investors Need to Know","url":"https://stock-news.laohu8.com/highlight/detail?id=2268672370","media":"MarketWatch","summary":"Investors should brace for more volatility with policy makers expected to deliver another jumbo rate","content":"<html><head></head><body><p>Investors should brace for more volatility with policy makers expected to deliver another jumbo rate hike</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5b4166c0ac7b0bdf7caa1837ef618a67\" tg-width=\"700\" tg-height=\"487\" width=\"100%\" height=\"auto\"/><span>Fed Chair Jerome Powell says bringing down inflation will cause pain for households and businesses.</span></p><p>The Federal Reserve isn’t trying to slam the stock market as it rapidly raises interest rates in its bid to slow inflation still running red hot — but investors need to be prepared for more pain and volatility because policy makers aren’t going to be cowed by a deepening selloff, investors and strategists said.</p><p>“I don’t think they’re necessarily trying to drive inflation down by destroying stock prices or bond prices, but it is having that effect.” said Tim Courtney, chief investment officer at Exencial Wealth Advisors, in an interview.</p><p>U.S. stocks fell sharply in the past week after hopes for a pronounced cooling in inflation were dashed by a hotter-than-expected August inflation reading. The data cemented expectations among fed-funds futures traders for a rate hike of at least 75 basis points when the Fed concludes its policy meeting on Sept. 21, with some traders and analysts looking for an increase of 100 basis points, or a full percentage point.</p><p>The Dow Jones Industrial Average logged a 4.1% weekly fall, while the S&amp;P 500 dropped 4.8% and the Nasdaq Composite suffered a 5.5% decline. The S&amp;P 500 ended Friday below the 3,900 level viewed as an important area of technical support, with some chart watchers eyeing the potential for a test of the large-cap benchmark’s 2022 low at 3,666.77 set on June 16.</p><p>A profit warning from global shipping giant and economic bellwether FedEx Corp. further stoked recession fears, contributing to stock-market losses on Friday.</p><p>Treasurys also fell, with yield on the 2-year Treasury note soaring to a nearly 15-year high above 3.85% on expectations the Fed will continue pushing rates higher in coming months. Yields rise as prices fall.</p><p>Investors are operating in an environment where the central bank’s need to rein in stubborn inflation is widely seen having eliminated the notion of a figurative “Fed put” on the stock market.</p><p>The concept of a Fed put has been around since at least the October 1987 stock-market crash prompted the Alan Greenspan-led central bank to lower interest rates. An actual put option is a financial derivative that gives the holder the right but not the obligation to sell the underlying asset at a set level, known as the strike price, serving as an insurance policy against a market decline.</p><p>Some economists and analysts have even suggested the Fed should welcome or even aim for market losses, which could serve to tighten financial conditions as investors scale back spending.</p><p>William Dudley, the former president of the New York Fed, argued earlier this year that the central bank won’t get a handle on inflation that’s running near a 40-year high unless they make investors suffer. “It’s hard to know how much the Federal Reserve will need to do to get inflation under control,” wrote Dudley in a Bloomberg column in April. “But one thing is certain: to be effective, it’ll have to inflict more losses on stock and bond investors than it has so far.”</p><p>Some market participants aren’t convinced. Aoifinn Devitt, chief investment officer at Moneta,said the Fed likely sees stock-market volatility as a byproduct of its efforts to tighten monetary policy, not an objective.</p><p>“They recognize that stocks can be collateral damage in a tightening cycle,” but that doesn’t mean that stocks “have to collapse,” Devitt said.</p><p>The Fed, however, is prepared to tolerate seeing markets decline and the economy slow and even tip into recession as it focuses on taming inflation, she said.</p><p>The Federal Reserve held the fed funds target rate at a range of 0% to 0.25% between 2008 and 2015, as it dealt with the financial crisis and its aftermath. The Fed also cut rates to near zero again in March 2020 in response to the COVID-19 pandemic. With a rock-bottom interest rate, the Dow skyrocketed over 40%, while the large-cap index S&amp;P 500 jumped over 60% between March 2020 and December 2021, according to Dow Jones Market Data.</p><p>Investors got used to “the tailwind for over a decade with falling interest rates” while looking for the Fed to step in with its “put” should the going get rocky, said Courtney at Exencial Wealth Advisors.</p><p>“I think (now) the Fed message is ‘you’re not gonna get this tailwind anymore’,” Courtney told MarketWatch on Thursday. “I think markets can grow, but they’re gonna have to grow on their own because the markets are like a greenhouse where the temperatures have to be kept at a certain level all day and all night, and I think that’s the message that markets can and should grow on their own without the greenhouse effect.”</p><p>Meanwhile, the Fed’s aggressive stance means investors should be prepared for what may be a “few more daily stabs downward” that could eventually prove to be a “final big flush,” said Liz Young, head of investment strategy at SoFi, in a Thursday note.</p><p>“This may sound odd, but if that happens swiftly, meaning within the next couple months, that actually becomes the bull case in my view,” she said. “It could be a quick and painful drop, resulting in a renewed move higher later in the year that’s more durable, as inflation falls more notably.”</p></body></html>","source":"lsy1603348471595","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>Can the Fed Tame Inflation Without Further Crushing the Stock Market? What Investors Need to Know</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\">\nCan the Fed Tame Inflation Without Further Crushing the Stock Market? What Investors Need to Know\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-18 08:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/the-fed-isnt-trying-to-wreck-the-stock-market-as-it-wrestles-with-inflation-but-it-isnt-going-to-ride-to-the-rescue-11663366540?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors should brace for more volatility with policy makers expected to deliver another jumbo rate hikeFed Chair Jerome Powell says bringing down inflation will cause pain for households and ...</p>\n\n<a href=\"https://www.marketwatch.com/story/the-fed-isnt-trying-to-wreck-the-stock-market-as-it-wrestles-with-inflation-but-it-isnt-going-to-ride-to-the-rescue-11663366540?mod=home-page\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://www.marketwatch.com/story/the-fed-isnt-trying-to-wreck-the-stock-market-as-it-wrestles-with-inflation-but-it-isnt-going-to-ride-to-the-rescue-11663366540?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2268672370","content_text":"Investors should brace for more volatility with policy makers expected to deliver another jumbo rate hikeFed Chair Jerome Powell says bringing down inflation will cause pain for households and businesses.The Federal Reserve isn’t trying to slam the stock market as it rapidly raises interest rates in its bid to slow inflation still running red hot — but investors need to be prepared for more pain and volatility because policy makers aren’t going to be cowed by a deepening selloff, investors and strategists said.“I don’t think they’re necessarily trying to drive inflation down by destroying stock prices or bond prices, but it is having that effect.” said Tim Courtney, chief investment officer at Exencial Wealth Advisors, in an interview.U.S. stocks fell sharply in the past week after hopes for a pronounced cooling in inflation were dashed by a hotter-than-expected August inflation reading. The data cemented expectations among fed-funds futures traders for a rate hike of at least 75 basis points when the Fed concludes its policy meeting on Sept. 21, with some traders and analysts looking for an increase of 100 basis points, or a full percentage point.The Dow Jones Industrial Average logged a 4.1% weekly fall, while the S&P 500 dropped 4.8% and the Nasdaq Composite suffered a 5.5% decline. The S&P 500 ended Friday below the 3,900 level viewed as an important area of technical support, with some chart watchers eyeing the potential for a test of the large-cap benchmark’s 2022 low at 3,666.77 set on June 16.A profit warning from global shipping giant and economic bellwether FedEx Corp. further stoked recession fears, contributing to stock-market losses on Friday.Treasurys also fell, with yield on the 2-year Treasury note soaring to a nearly 15-year high above 3.85% on expectations the Fed will continue pushing rates higher in coming months. Yields rise as prices fall.Investors are operating in an environment where the central bank’s need to rein in stubborn inflation is widely seen having eliminated the notion of a figurative “Fed put” on the stock market.The concept of a Fed put has been around since at least the October 1987 stock-market crash prompted the Alan Greenspan-led central bank to lower interest rates. An actual put option is a financial derivative that gives the holder the right but not the obligation to sell the underlying asset at a set level, known as the strike price, serving as an insurance policy against a market decline.Some economists and analysts have even suggested the Fed should welcome or even aim for market losses, which could serve to tighten financial conditions as investors scale back spending.William Dudley, the former president of the New York Fed, argued earlier this year that the central bank won’t get a handle on inflation that’s running near a 40-year high unless they make investors suffer. “It’s hard to know how much the Federal Reserve will need to do to get inflation under control,” wrote Dudley in a Bloomberg column in April. “But one thing is certain: to be effective, it’ll have to inflict more losses on stock and bond investors than it has so far.”Some market participants aren’t convinced. Aoifinn Devitt, chief investment officer at Moneta,said the Fed likely sees stock-market volatility as a byproduct of its efforts to tighten monetary policy, not an objective.“They recognize that stocks can be collateral damage in a tightening cycle,” but that doesn’t mean that stocks “have to collapse,” Devitt said.The Fed, however, is prepared to tolerate seeing markets decline and the economy slow and even tip into recession as it focuses on taming inflation, she said.The Federal Reserve held the fed funds target rate at a range of 0% to 0.25% between 2008 and 2015, as it dealt with the financial crisis and its aftermath. The Fed also cut rates to near zero again in March 2020 in response to the COVID-19 pandemic. With a rock-bottom interest rate, the Dow skyrocketed over 40%, while the large-cap index S&P 500 jumped over 60% between March 2020 and December 2021, according to Dow Jones Market Data.Investors got used to “the tailwind for over a decade with falling interest rates” while looking for the Fed to step in with its “put” should the going get rocky, said Courtney at Exencial Wealth Advisors.“I think (now) the Fed message is ‘you’re not gonna get this tailwind anymore’,” Courtney told MarketWatch on Thursday. “I think markets can grow, but they’re gonna have to grow on their own because the markets are like a greenhouse where the temperatures have to be kept at a certain level all day and all night, and I think that’s the message that markets can and should grow on their own without the greenhouse effect.”Meanwhile, the Fed’s aggressive stance means investors should be prepared for what may be a “few more daily stabs downward” that could eventually prove to be a “final big flush,” said Liz Young, head of investment strategy at SoFi, in a Thursday note.“This may sound odd, but if that happens swiftly, meaning within the next couple months, that actually becomes the bull case in my view,” she said. “It could be a quick and painful drop, resulting in a renewed move higher later in the year that’s more durable, as inflation falls more notably.”","news_type":1,"symbols_score_info":{".IXIC":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":636,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":831647118,"gmtCreate":1629327107034,"gmtModify":1676530001234,"author":{"id":"3586310553293679","authorId":"3586310553293679","name":"SaberNoTooth","avatar":"https://community-static.tradeup.com/news/0e76511083610259e2add7e6e0f7ad6c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586310553293679","idStr":"3586310553293679"},"themes":[],"htmlText":"pls like. thanks","listText":"pls like. thanks","text":"pls like. thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/831647118","repostId":"2160379017","repostType":4,"repost":{"id":"2160379017","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":1629300766,"share":"https://ttm.financial/m/news/2160379017?lang=en_US&edition=fundamental","pubTime":"2021-08-18 23:32","market":"hk","language":"en","title":"Analysts upbeat on Tilray's U.S. prospects after MedMen deal","url":"https://stock-news.laohu8.com/highlight/detail?id=2160379017","media":"Dow Jones","summary":"Tilray stock rallies after Alliance Global's Grey said the deal, at a 'reasonable price,' positions ","content":"<p>Tilray stock rallies after Alliance Global's Grey said the deal, at a 'reasonable price,' positions company for stronger growth</p>\n<p>Shares of <a href=\"https://laohu8.com/S/TLRY\">Tilray Inc.</a> rallied Wednesday, on the heels of mostly positive analyst comments on the Canadian cannabis company's announcement to buy a 21% stake in MedMen Enterprises Inc. through the purchase of notes and warrants, to increase its U.S. presence.</p>\n<p>Gotham Green Partners, a backer of MedMen, is the seller on the deal.</p>\n<p>Tilray's stock (TLRY) shot up 4.7% in morning trading, paring earlier intraday gains of as much as 7.2%. Shares of MedMen (MMNFF), which trade over the counter, climbed 25.2%.</p>\n<p>Analyst Aaron Grey of Alliance Global Partners said the transaction could open up an opportunity for Tilray to purchase the remaining portions of MedMen and position it for stronger growth if federal legalization of adult use cannabis takes place. MedMen's current footprint includes dispensaries in New York and California.</p>\n<p>\"While an equity interest in a larger multi-state operator <a href=\"https://laohu8.com/S/MSO\">$(MSO)$</a> would have provided TLRY with greater exposure to current U.S. cannabis markets, given the debt overhang on MMEN, TLRY was able to create its position at a more reasonable price,\" Grey wrote in a research note.</p>\n<p>He maintained his neutral rating on Tilray.</p>\n<p>Meanwhile, Oppenheimer &amp; Co.'s Rupesh Parikh reiterated a perform rating on Tilray and said the company recently disclosed a fiscal 2024 revenue target of $4 billion, including a \"meaningful\" contribution from the U.S. market.</p>\n<p>\"We continue to look favorably upon management's efforts to build out a global cannabis platform, but nearer-term we remain sidelined driven by a continued challenging industry backdrop,\" Parikh said.\"</p>\n<p>Tilray's stock has lost 11.8% over the past three months but has run up 66.3% year to date. In comparison, the <a href=\"https://laohu8.com/S/THCX\">Cannabis ETF</a> (THCX) has gained 14.0% this year while the S&amp;P 500 index has advanced 18.3%.</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>Analysts upbeat on Tilray's U.S. prospects after MedMen deal</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\">\nAnalysts upbeat on Tilray's U.S. prospects after MedMen deal\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\">2021-08-18 23:32</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Tilray stock rallies after Alliance Global's Grey said the deal, at a 'reasonable price,' positions company for stronger growth</p>\n<p>Shares of <a href=\"https://laohu8.com/S/TLRY\">Tilray Inc.</a> rallied Wednesday, on the heels of mostly positive analyst comments on the Canadian cannabis company's announcement to buy a 21% stake in MedMen Enterprises Inc. through the purchase of notes and warrants, to increase its U.S. presence.</p>\n<p>Gotham Green Partners, a backer of MedMen, is the seller on the deal.</p>\n<p>Tilray's stock (TLRY) shot up 4.7% in morning trading, paring earlier intraday gains of as much as 7.2%. Shares of MedMen (MMNFF), which trade over the counter, climbed 25.2%.</p>\n<p>Analyst Aaron Grey of Alliance Global Partners said the transaction could open up an opportunity for Tilray to purchase the remaining portions of MedMen and position it for stronger growth if federal legalization of adult use cannabis takes place. MedMen's current footprint includes dispensaries in New York and California.</p>\n<p>\"While an equity interest in a larger multi-state operator <a href=\"https://laohu8.com/S/MSO\">$(MSO)$</a> would have provided TLRY with greater exposure to current U.S. cannabis markets, given the debt overhang on MMEN, TLRY was able to create its position at a more reasonable price,\" Grey wrote in a research note.</p>\n<p>He maintained his neutral rating on Tilray.</p>\n<p>Meanwhile, Oppenheimer &amp; Co.'s Rupesh Parikh reiterated a perform rating on Tilray and said the company recently disclosed a fiscal 2024 revenue target of $4 billion, including a \"meaningful\" contribution from the U.S. market.</p>\n<p>\"We continue to look favorably upon management's efforts to build out a global cannabis platform, but nearer-term we remain sidelined driven by a continued challenging industry backdrop,\" Parikh said.\"</p>\n<p>Tilray's stock has lost 11.8% over the past three months but has run up 66.3% year to date. In comparison, the <a href=\"https://laohu8.com/S/THCX\">Cannabis ETF</a> (THCX) has gained 14.0% this year while the S&amp;P 500 index has advanced 18.3%.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TLRY":"Tilray Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2160379017","content_text":"Tilray stock rallies after Alliance Global's Grey said the deal, at a 'reasonable price,' positions company for stronger growth\nShares of Tilray Inc. rallied Wednesday, on the heels of mostly positive analyst comments on the Canadian cannabis company's announcement to buy a 21% stake in MedMen Enterprises Inc. through the purchase of notes and warrants, to increase its U.S. presence.\nGotham Green Partners, a backer of MedMen, is the seller on the deal.\nTilray's stock (TLRY) shot up 4.7% in morning trading, paring earlier intraday gains of as much as 7.2%. Shares of MedMen (MMNFF), which trade over the counter, climbed 25.2%.\nAnalyst Aaron Grey of Alliance Global Partners said the transaction could open up an opportunity for Tilray to purchase the remaining portions of MedMen and position it for stronger growth if federal legalization of adult use cannabis takes place. MedMen's current footprint includes dispensaries in New York and California.\n\"While an equity interest in a larger multi-state operator $(MSO)$ would have provided TLRY with greater exposure to current U.S. cannabis markets, given the debt overhang on MMEN, TLRY was able to create its position at a more reasonable price,\" Grey wrote in a research note.\nHe maintained his neutral rating on Tilray.\nMeanwhile, Oppenheimer & Co.'s Rupesh Parikh reiterated a perform rating on Tilray and said the company recently disclosed a fiscal 2024 revenue target of $4 billion, including a \"meaningful\" contribution from the U.S. market.\n\"We continue to look favorably upon management's efforts to build out a global cannabis platform, but nearer-term we remain sidelined driven by a continued challenging industry backdrop,\" Parikh said.\"\nTilray's stock has lost 11.8% over the past three months but has run up 66.3% year to date. In comparison, the Cannabis ETF (THCX) has gained 14.0% this year while the S&P 500 index has advanced 18.3%.","news_type":1,"symbols_score_info":{"TLRY":0.9}},"isVote":1,"tweetType":1,"viewCount":826,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9962514013,"gmtCreate":1669805772932,"gmtModify":1676538246912,"author":{"id":"3586310553293679","authorId":"3586310553293679","name":"SaberNoTooth","avatar":"https://community-static.tradeup.com/news/0e76511083610259e2add7e6e0f7ad6c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586310553293679","idStr":"3586310553293679"},"themes":[],"htmlText":"Pls like. Thanks","listText":"Pls like. Thanks","text":"Pls like. Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9962514013","repostId":"1118460536","repostType":4,"repost":{"id":"1118460536","kind":"news","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":1,"media_name":"Dow Jones","id":"1012688067","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1669821732,"share":"https://ttm.financial/m/news/1118460536?lang=en_US&edition=fundamental","pubTime":"2022-11-30 23:22","market":"us","language":"en","title":"Powell Will Offer a New Mantra: Slow and Steady","url":"https://stock-news.laohu8.com/highlight/detail?id=1118460536","media":"Dow Jones","summary":"Federal Reserve Chairman Jerome Powell will have an opportunity on Wednesday to lay the groundwork f","content":"<html><head></head><body><p>Federal Reserve Chairman Jerome Powell will have an opportunity on Wednesday to lay the groundwork for where the central bank is headed when policy makers meet next month—and he’ll likely use it to make the case for slower but steady interest rate hikes.</p><p>In a speech Wednesday afternoon at the Brookings Institution, Powell is expected to reinforce the dual message central bank officials have been making for weeks: that the Fed is on track to ease up slightly on its pace of monetary policy tightening, likely slowing to a 50 basis point increase next month after four straight 75 basis point hikes.</p><p>But at the same time, Powell will likely note as well the central bank is still focused on reining in inflation and will continue raising interest rates for months to come—and policy makers may ultimately lift rates higher than they had once expected.</p><p>“There’s no way he’s going in there tomorrow to shock and awe,” says Claudia Sahm, a former Fed economist and the founder of Sahm Consulting. “This is going to be a really strong signal to 50 [basis points].”</p><p>The speech will be one of the last and highest-profile opportunities for the Fed to set the narrative before central bank officials enter their “blackout period” ahead of the Dec. 13-14 policy meeting. It comes just two days before the release of the November jobs report, which will offer the clearest indication yet of whether the Fed’s steps to tighten monetary policy so far have begun to weaken the labor market.</p><p>It also comes less than two weeks before the release of November’s consumer price data, which will show whether the central bank is continuing to make progress in its quest to return the economy to price stability.</p><p>But the Fed is likely to proceed with its carefully laid out path forward and vote for a half-point rate hike in December regardless of what either of the forthcoming data reports show, economists say. The bigger question will be what comes after that, and Powell’s remarks could offer some insight as to how the central bank is thinking about the months ahead.</p><p>Most investors and economists expect the Fed will downshift once again at its first meeting of 2023 in early February to a quarter-point hike, and then pause rates for some time as it waits to see how the economy reacts. But those decisions will depend largely on whether the data show inflation slowing and the labor market holding relatively steady, as the Fed wants to see.</p><p>“The key for the Fed now will be to strike a delicate balance. It needs to go slow enough so as to not ‘break something,’” Richard de Chazal, a macro analyst with William Blair, wrote on Tuesday. “But the Fed also still needs to increase rates at a fast enough pace to ensure longer-term inflationary expectations remain well anchored.”</p><p>Powell’s remarks are set to begin at 1:30 p.m.</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>Powell Will Offer a New Mantra: Slow and Steady</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\">\nPowell Will Offer a New Mantra: Slow and Steady\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1012688067\">\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\">2022-11-30 23:22</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Federal Reserve Chairman Jerome Powell will have an opportunity on Wednesday to lay the groundwork for where the central bank is headed when policy makers meet next month—and he’ll likely use it to make the case for slower but steady interest rate hikes.</p><p>In a speech Wednesday afternoon at the Brookings Institution, Powell is expected to reinforce the dual message central bank officials have been making for weeks: that the Fed is on track to ease up slightly on its pace of monetary policy tightening, likely slowing to a 50 basis point increase next month after four straight 75 basis point hikes.</p><p>But at the same time, Powell will likely note as well the central bank is still focused on reining in inflation and will continue raising interest rates for months to come—and policy makers may ultimately lift rates higher than they had once expected.</p><p>“There’s no way he’s going in there tomorrow to shock and awe,” says Claudia Sahm, a former Fed economist and the founder of Sahm Consulting. “This is going to be a really strong signal to 50 [basis points].”</p><p>The speech will be one of the last and highest-profile opportunities for the Fed to set the narrative before central bank officials enter their “blackout period” ahead of the Dec. 13-14 policy meeting. It comes just two days before the release of the November jobs report, which will offer the clearest indication yet of whether the Fed’s steps to tighten monetary policy so far have begun to weaken the labor market.</p><p>It also comes less than two weeks before the release of November’s consumer price data, which will show whether the central bank is continuing to make progress in its quest to return the economy to price stability.</p><p>But the Fed is likely to proceed with its carefully laid out path forward and vote for a half-point rate hike in December regardless of what either of the forthcoming data reports show, economists say. The bigger question will be what comes after that, and Powell’s remarks could offer some insight as to how the central bank is thinking about the months ahead.</p><p>Most investors and economists expect the Fed will downshift once again at its first meeting of 2023 in early February to a quarter-point hike, and then pause rates for some time as it waits to see how the economy reacts. But those decisions will depend largely on whether the data show inflation slowing and the labor market holding relatively steady, as the Fed wants to see.</p><p>“The key for the Fed now will be to strike a delicate balance. It needs to go slow enough so as to not ‘break something,’” Richard de Chazal, a macro analyst with William Blair, wrote on Tuesday. “But the Fed also still needs to increase rates at a fast enough pace to ensure longer-term inflationary expectations remain well anchored.”</p><p>Powell’s remarks are set to begin at 1:30 p.m.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118460536","content_text":"Federal Reserve Chairman Jerome Powell will have an opportunity on Wednesday to lay the groundwork for where the central bank is headed when policy makers meet next month—and he’ll likely use it to make the case for slower but steady interest rate hikes.In a speech Wednesday afternoon at the Brookings Institution, Powell is expected to reinforce the dual message central bank officials have been making for weeks: that the Fed is on track to ease up slightly on its pace of monetary policy tightening, likely slowing to a 50 basis point increase next month after four straight 75 basis point hikes.But at the same time, Powell will likely note as well the central bank is still focused on reining in inflation and will continue raising interest rates for months to come—and policy makers may ultimately lift rates higher than they had once expected.“There’s no way he’s going in there tomorrow to shock and awe,” says Claudia Sahm, a former Fed economist and the founder of Sahm Consulting. “This is going to be a really strong signal to 50 [basis points].”The speech will be one of the last and highest-profile opportunities for the Fed to set the narrative before central bank officials enter their “blackout period” ahead of the Dec. 13-14 policy meeting. It comes just two days before the release of the November jobs report, which will offer the clearest indication yet of whether the Fed’s steps to tighten monetary policy so far have begun to weaken the labor market.It also comes less than two weeks before the release of November’s consumer price data, which will show whether the central bank is continuing to make progress in its quest to return the economy to price stability.But the Fed is likely to proceed with its carefully laid out path forward and vote for a half-point rate hike in December regardless of what either of the forthcoming data reports show, economists say. The bigger question will be what comes after that, and Powell’s remarks could offer some insight as to how the central bank is thinking about the months ahead.Most investors and economists expect the Fed will downshift once again at its first meeting of 2023 in early February to a quarter-point hike, and then pause rates for some time as it waits to see how the economy reacts. But those decisions will depend largely on whether the data show inflation slowing and the labor market holding relatively steady, as the Fed wants to see.“The key for the Fed now will be to strike a delicate balance. It needs to go slow enough so as to not ‘break something,’” Richard de Chazal, a macro analyst with William Blair, wrote on Tuesday. “But the Fed also still needs to increase rates at a fast enough pace to ensure longer-term inflationary expectations remain well anchored.”Powell’s remarks are set to begin at 1:30 p.m.","news_type":1,"symbols_score_info":{".IXIC":0.9,".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":3619,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9966123688,"gmtCreate":1669445983945,"gmtModify":1676538198269,"author":{"id":"3586310553293679","authorId":"3586310553293679","name":"SaberNoTooth","avatar":"https://community-static.tradeup.com/news/0e76511083610259e2add7e6e0f7ad6c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586310553293679","idStr":"3586310553293679"},"themes":[],"htmlText":"Pls like. Thanks","listText":"Pls like. Thanks","text":"Pls like. Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9966123688","repostId":"2286650311","repostType":4,"repost":{"id":"2286650311","kind":"highlight","pubTimestamp":1669426086,"share":"https://ttm.financial/m/news/2286650311?lang=en_US&edition=fundamental","pubTime":"2022-11-26 09:28","market":"us","language":"en","title":"Apple: Ignore The Zero-COVID Policy And Manchester United Noise","url":"https://stock-news.laohu8.com/highlight/detail?id=2286650311","media":"Seekingalpha","summary":"The Apple Investment Thesis Is Still IntactIt is evident that Apple (NASDAQ:AAPL) is in the hot seat","content":"<html><head></head><body><h2><b>The Apple Investment Thesis Is Still Intact</b></h2><p>It is evident that Apple (NASDAQ:AAPL) is in the hot seat now, due to the rumored Manchester United takeover and the riot in Foxconn&#39;s factory in Zhengzhou. While almost impossible, we suppose the massively popular soccer team may add some advertising and marketing value to the company, especially in the Apple TV segment. However, due to the potential cash burn and the odd timing coinciding with World Cup excitement, it is unlikely that the rumor is true. We&#39;ll see, since Daily Star has also speculated Amazon (AMZN) and Meta (META) as prospective buyers.</p><p>On the other hand, we do not expect lingering issues from the Foxconn riot. Notably, iPhone 12 was released in October 2020 at a time when global economies were shut down and China under lockdown. And yet, AAPL and Foxconn went above and beyond in delivering 100M units by H1&#39;21. Though the Zhengzhou plant was previously responsible for four in five iPhone production and assembly, we expect these deliveries to still be completed, albeit delayed with much controversy.</p><p>Moving forward, Foxconn is already diversifying its production locations to Vietnam and Thailand, with the factory in India already producing additional iPhone 14 models since early November. Though the iPhone 14 Pro model is still limited to the Chinese factory, we expect things to change in the short term, since the factory in India is reportedly close to achieving parity with China&#39;s capacity. Therefore, safeguarding AAPL&#39;s top and bottom lines ahead, no matter the temporal headwinds.</p><p>Even Mr. Market remains optimistic about AAPL&#39;s forward execution, since the stock continues to trade above its 50-day moving average, significantly aided by the upbeat October CPI reports. Assuming that 75.8% of analysts are right that the Feds truly pivot earlier by December, we may see another wave of optimism lifting most boats up then. One word of caution though, it is uncertain if this recovery will be sustainable through 2023, as the Feds may also raise terminal rates to over 6%.</p><h2><b>AAPL&#39;s Performance Continue To Defy The Bears</b></h2><p><b>AAPL Revenue, Net Income ( in billion $ ) %, EBIT %, and EPS</b></p><p></p><p><img src=\"https://static.tigerbbs.com/0b64fba2e93c8db104b8c1c98ec6d412\" referrerpolicy=\"no-referrer\"/></p><p>S&amp;P Capital IQ</p><p>In its latest earnings call, AAPL reported excellent YoY expansion in gross margins from 41.8% in FY2021 to 43.3% in FY2022, indicating its excellent pricing power despite the rising inflationary pressures. The company also recorded exemplary EBIT and net income margins of 27.6% and 23% in FQ4&#39;22, respectively, representing excellent command of operating expenses over the past three years. This is impressive, despite the elevated stock-based compensation of $9.03B in FY2022, against $7.9B in FY2021 and $6.06B in FY2019. Then again, with $95.62B of share repurchases and $14.84B of dividends paid out at the same time, we are not overly concerned about the destruction of shareholders&#39; value.</p><p><b>AAPL Cash/ Investments, FCF ( in billion $ ) %, and Debts</b></p><p></p><p><img src=\"https://static.tigerbbs.com/939b756788b92bbbf2a6e101ab6fb85b\" referrerpolicy=\"no-referrer\"/></p><p>S&amp;P Capital IQ</p><p>Thereby, also expanding AAPL&#39;s Free Cash Flow (FCF) generation to $20.84B for the latest quarter, or $111.44B for FY2022, improving its margins by 2.9 percentage points YoY. However, long-term investors would be well-advised to monitor the health of its balance sheet, due to the continuous decline in its total cash/ investments to $48.3B by the latest quarter, indicating a -22.89% headwind YoY or -51.96% from FY2019 levels.</p><p>Furthermore, AAPL&#39;s debt levels remain elevated thus far, with $11.13B due 2023, despite the growth in its FCF generation. Nonetheless, with its long-term debts well-laddered through 2062, the company is still well-positioned for the short term market volatility in 2023.</p><p><b>AAPL Projected Revenue, Net Income ( in billion $ ) %, EBIT %, and EPS, and</b> <b>FCF %</b></p><p></p><p><img src=\"https://static.tigerbbs.com/c5dd8a68dd2244820105b96fa14e0b48\" referrerpolicy=\"no-referrer\"/></p><p>S&amp;P Capital IQ</p><p>Furthermore, AAPL&#39;s top and bottom line growth through FY2025 remains robust, despite the tragic market-wide correction thus far. Mr. Market has only discounted its forward execution by -2.06% and -7.96%, respectively, since May 2022. Furthermore, we may see an upwards re-rating ahead, assuming that its mixed-reality headsets are released in 2023 and Apple Car by 2025. Given its unique positioning in the tech market and loyal global fan base with higher spending power, it is not hard to see why AAPL is well-covered by market analysts.</p><p>In the meantime, we encourage you to read our previous article on AAPL, which would help you better understand its position and market opportunities.</p><ul><li>Apple: Hello Recession</li><li>Apple Vs. Meta: Battle Of The Mixed Reality</li></ul><h2><b>So, Is AAPL Stock A Buy, Sell, or Hold?</b></h2><p><b>AAPL 5Y EV/Revenue and P/E Valuations</b></p><p></p><p><img src=\"https://static.tigerbbs.com/8ccb10ea1431a665c5d82802ec26e030\" referrerpolicy=\"no-referrer\"/></p><p>S&amp;P Capital IQ</p><p>AAPL is currently trading at an EV/NTM Revenue of 5.81x and NTM P/E of 24.20x, higher than its 5Y mean of 4.72x and 22.19x. Otherwise, comparatively lower than its YTD mean of 6.15x and 25.46x, respectively. Otherwise, the stock has also recorded an excellent recovery of 12.01% since recent rock bottom levels in early November. Despite so, consensus estimates remain bullish about AAPL&#39;s prospects, given their price target of $180.70 and a 19.61% upside from current prices.</p><p><b>AAPL YTD Stock Price</b></p><p></p><p><img src=\"https://static.tigerbbs.com/932da1c65e7f3b000a7065a05264b9b3\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p>It is not hard to see why AAPL remains the king of the FAANG stocks, despite the market-wide correction thus far. The stock has suffered minimally in the past year by a moderate decline of -17%, compared to the S&amp;P 500 Index by -16.04% and Meta by a tragic -66.85% at the same time. Investors must not forget the subscription plan previously reported by Bloomberg, since AAPL&#39;s top and bottom lines remained mostly intact through FY2025, despite the peak recessionary fears.</p><p>Nonetheless, we have to also admit that investors should wait for a moderate retracement before adding at current levels. That is if one had missed loading up at the recent bottom of $134. There are still some uncertainties in the short term, since the Feds are due to meet by mid-December, with the circumstances still chaotic in Zhengzhou. While its long-term prospects are stellar, we expect to see another bottom retest soon. Especially by the FQ1&#39;23 earnings call, since AAPL may fail to deliver part of its iPhone 14 orders, thereby, missing consensus revenue estimates of $125.85B and EPS of $2.04. Patience for now.</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>Apple: Ignore The Zero-COVID Policy And Manchester United Noise</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\">\nApple: Ignore The Zero-COVID Policy And Manchester United Noise\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-26 09:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4560473-apple-ignore-zero-covid-policy-manchester-united-noise><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Apple Investment Thesis Is Still IntactIt is evident that Apple (NASDAQ:AAPL) is in the hot seat now, due to the rumored Manchester United takeover and the riot in Foxconn's factory in Zhengzhou. ...</p>\n\n<a href=\"https://seekingalpha.com/article/4560473-apple-ignore-zero-covid-policy-manchester-united-noise\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4560473-apple-ignore-zero-covid-policy-manchester-united-noise","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2286650311","content_text":"The Apple Investment Thesis Is Still IntactIt is evident that Apple (NASDAQ:AAPL) is in the hot seat now, due to the rumored Manchester United takeover and the riot in Foxconn's factory in Zhengzhou. While almost impossible, we suppose the massively popular soccer team may add some advertising and marketing value to the company, especially in the Apple TV segment. However, due to the potential cash burn and the odd timing coinciding with World Cup excitement, it is unlikely that the rumor is true. We'll see, since Daily Star has also speculated Amazon (AMZN) and Meta (META) as prospective buyers.On the other hand, we do not expect lingering issues from the Foxconn riot. Notably, iPhone 12 was released in October 2020 at a time when global economies were shut down and China under lockdown. And yet, AAPL and Foxconn went above and beyond in delivering 100M units by H1'21. Though the Zhengzhou plant was previously responsible for four in five iPhone production and assembly, we expect these deliveries to still be completed, albeit delayed with much controversy.Moving forward, Foxconn is already diversifying its production locations to Vietnam and Thailand, with the factory in India already producing additional iPhone 14 models since early November. Though the iPhone 14 Pro model is still limited to the Chinese factory, we expect things to change in the short term, since the factory in India is reportedly close to achieving parity with China's capacity. Therefore, safeguarding AAPL's top and bottom lines ahead, no matter the temporal headwinds.Even Mr. Market remains optimistic about AAPL's forward execution, since the stock continues to trade above its 50-day moving average, significantly aided by the upbeat October CPI reports. Assuming that 75.8% of analysts are right that the Feds truly pivot earlier by December, we may see another wave of optimism lifting most boats up then. One word of caution though, it is uncertain if this recovery will be sustainable through 2023, as the Feds may also raise terminal rates to over 6%.AAPL's Performance Continue To Defy The BearsAAPL Revenue, Net Income ( in billion $ ) %, EBIT %, and EPSS&P Capital IQIn its latest earnings call, AAPL reported excellent YoY expansion in gross margins from 41.8% in FY2021 to 43.3% in FY2022, indicating its excellent pricing power despite the rising inflationary pressures. The company also recorded exemplary EBIT and net income margins of 27.6% and 23% in FQ4'22, respectively, representing excellent command of operating expenses over the past three years. This is impressive, despite the elevated stock-based compensation of $9.03B in FY2022, against $7.9B in FY2021 and $6.06B in FY2019. Then again, with $95.62B of share repurchases and $14.84B of dividends paid out at the same time, we are not overly concerned about the destruction of shareholders' value.AAPL Cash/ Investments, FCF ( in billion $ ) %, and DebtsS&P Capital IQThereby, also expanding AAPL's Free Cash Flow (FCF) generation to $20.84B for the latest quarter, or $111.44B for FY2022, improving its margins by 2.9 percentage points YoY. However, long-term investors would be well-advised to monitor the health of its balance sheet, due to the continuous decline in its total cash/ investments to $48.3B by the latest quarter, indicating a -22.89% headwind YoY or -51.96% from FY2019 levels.Furthermore, AAPL's debt levels remain elevated thus far, with $11.13B due 2023, despite the growth in its FCF generation. Nonetheless, with its long-term debts well-laddered through 2062, the company is still well-positioned for the short term market volatility in 2023.AAPL Projected Revenue, Net Income ( in billion $ ) %, EBIT %, and EPS, and FCF %S&P Capital IQFurthermore, AAPL's top and bottom line growth through FY2025 remains robust, despite the tragic market-wide correction thus far. Mr. Market has only discounted its forward execution by -2.06% and -7.96%, respectively, since May 2022. Furthermore, we may see an upwards re-rating ahead, assuming that its mixed-reality headsets are released in 2023 and Apple Car by 2025. Given its unique positioning in the tech market and loyal global fan base with higher spending power, it is not hard to see why AAPL is well-covered by market analysts.In the meantime, we encourage you to read our previous article on AAPL, which would help you better understand its position and market opportunities.Apple: Hello RecessionApple Vs. Meta: Battle Of The Mixed RealitySo, Is AAPL Stock A Buy, Sell, or Hold?AAPL 5Y EV/Revenue and P/E ValuationsS&P Capital IQAAPL is currently trading at an EV/NTM Revenue of 5.81x and NTM P/E of 24.20x, higher than its 5Y mean of 4.72x and 22.19x. Otherwise, comparatively lower than its YTD mean of 6.15x and 25.46x, respectively. Otherwise, the stock has also recorded an excellent recovery of 12.01% since recent rock bottom levels in early November. Despite so, consensus estimates remain bullish about AAPL's prospects, given their price target of $180.70 and a 19.61% upside from current prices.AAPL YTD Stock PriceSeeking AlphaIt is not hard to see why AAPL remains the king of the FAANG stocks, despite the market-wide correction thus far. The stock has suffered minimally in the past year by a moderate decline of -17%, compared to the S&P 500 Index by -16.04% and Meta by a tragic -66.85% at the same time. Investors must not forget the subscription plan previously reported by Bloomberg, since AAPL's top and bottom lines remained mostly intact through FY2025, despite the peak recessionary fears.Nonetheless, we have to also admit that investors should wait for a moderate retracement before adding at current levels. That is if one had missed loading up at the recent bottom of $134. There are still some uncertainties in the short term, since the Feds are due to meet by mid-December, with the circumstances still chaotic in Zhengzhou. While its long-term prospects are stellar, we expect to see another bottom retest soon. Especially by the FQ1'23 earnings call, since AAPL may fail to deliver part of its iPhone 14 orders, thereby, missing consensus revenue estimates of $125.85B and EPS of $2.04. Patience for now.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":3440,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9926985859,"gmtCreate":1671447316472,"gmtModify":1676538537735,"author":{"id":"3586310553293679","authorId":"3586310553293679","name":"SaberNoTooth","avatar":"https://community-static.tradeup.com/news/0e76511083610259e2add7e6e0f7ad6c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586310553293679","idStr":"3586310553293679"},"themes":[],"htmlText":"Pls like. Thanks","listText":"Pls like. Thanks","text":"Pls like. Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9926985859","repostId":"1115578177","repostType":4,"repost":{"id":"1115578177","kind":"news","pubTimestamp":1671463551,"share":"https://ttm.financial/m/news/1115578177?lang=en_US&edition=fundamental","pubTime":"2022-12-19 23:25","market":"hk","language":"en","title":"NIO: Momentum Should Continue To Accelerate?","url":"https://stock-news.laohu8.com/highlight/detail?id=1115578177","media":"Seeking Alpha","summary":"SummaryNIO's Vehicle deliveries in November 2022 were up 30 percent year-over-year.The company conti","content":"<div>\n<p>SummaryNIO's Vehicle deliveries in November 2022 were up 30 percent year-over-year.The company continues its long-term game in Europe, with plans to open NIO Houses and NIO Spaces in 10 major European...</p>\n\n<a href=\"https://seekingalpha.com/article/4565206-nio-momentum-should-accelerate\">Source Link</a>\n\n</div>\n","source":"seekingalpha_fund","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO: Momentum Should Continue To Accelerate?</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: Momentum Should Continue To Accelerate?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-19 23:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4565206-nio-momentum-should-accelerate><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryNIO's Vehicle deliveries in November 2022 were up 30 percent year-over-year.The company continues its long-term game in Europe, with plans to open NIO Houses and NIO Spaces in 10 major European...</p>\n\n<a href=\"https://seekingalpha.com/article/4565206-nio-momentum-should-accelerate\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09866":"蔚来-SW","NIO":"蔚来","NIO.SI":"蔚来"},"source_url":"https://seekingalpha.com/article/4565206-nio-momentum-should-accelerate","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115578177","content_text":"SummaryNIO's Vehicle deliveries in November 2022 were up 30 percent year-over-year.The company continues its long-term game in Europe, with plans to open NIO Houses and NIO Spaces in 10 major European cities.Germany will be the key European market for NIO to penetrate.After market hype in the past, the EV maker is laying a solid foundation for long-term growth that will reward investors.Trygve FinkelsenIn the past NIO (NYSE:NIO) was a favorite of traders as it started its steep upward climb on June 1, 2020, when it was trading at approximately $3.75 as a low, and rocketing to about $67.00 per share on January 11, 2021.Since then it has crashed to a 52-week low of $8.375 on October 4, 2022, and has since rebounded to trade at $11.60 per share as I write.TradingViewWhile facing about as strong of headwinds a company could face, NIO has been able to find support because its business strategy remains a strong one, and it is starting to deliver vehicles at levels that should continue to consistently rise heading into and throughout 2023.That doesn't mean the company is going to go through periods of volatility going forward, only that its growth trajectory, even with the occasional speed bump, should continue to be solid in the quarters and years ahead.In this article we'll look at the ongoing strength of its business model, its expansion into Europe, and some of the recent numbers from its earnings report.Some of the numbersRevenue in the third quarter of 2022 was $1.83 billion, up 32.6 percent year-over-year, beating by $50 million. The increase in revenue was primarily attributed to a boost in vehicles sales from higher deliveries and its diversified product mix.The company reported its November 2022 deliveries climbed to a record high of 14,178 vehicles, up 30.3 percent year-over-year. Year-to-date it has delivered 106,671 vehicles, up 31.8 percent year-over-year.Management said it has plans to accelerate production and delivery in December 2022.Vehicle margin dropped in the reporting period from 18 percent last year in the third quarter to 16.4 percent in the third quarter of 2022. The reason given for the decrease in vehicle margin was the rising cost per unit of batteries.As the company continues to boost deliveries and sales, the added cost of batteries should be mitigated, improving its vehicle and gross margins.Gross margin in the quarter dropped from 20.3 percent last year in the same reporting period to 13.3 percent in the third quarter of 2022. Along with above-mentioned reasons for lower vehicle margin, the other negative catalysts were a drop in revenue from high-margin automotive regulatory credits, and from more investment in its power and service network.Strong business modelI've talked a number of times in the past about the strength of NIO's business model, so I won't do a deep dive in this article.But to remind readers, the EV maker has taken steps to expand the number of models it offers consumers, which allows it to compete at most price points consumers are able or willing to buy at.That strategy was reinforced as a good one by the increase in deliveries in the last reporting period, and in the years ahead it's going to be a key differentiator for the company against its peers in its domestic market. Once it further establishes a foothold in Europe, I see it being it having as much, if not more of a competitive advantage there.It'll take time, but that's the way to invest in NIO after its wild ride in 2020, where emotion and FOMO drove its share price beyond its valuation at the time.The European marketNIO first focused on entering Europe via Scandinavian countries the Netherlands, Denmark and Sweden, but recently has started expanding to Germany, which I believe is easily the most important market in Europe, and as NIO gains a foothold there, it will gain the momentum to expand to other large markets like France and Italy.For the purpose of developing artificial intelligence and autonomous driving for its vehicles, NIO has built an R&D and testing center in Berlin. I see that as a strategic move by management to establish itself in that important German and European city.It is also on track to open NIO Houses and NIO Spaces in Frankfurt, Germany, as well as in other European cities like Rotterdam, Copenhagen, and Stockholm, along with Berlin.While the decision to use Berlin as the R&D and testing center is an important one for AI and autonomous driving in Europe, it's also significant in that it will, without a doubt in my mind, be just as important in branding NIO to the broader European market. NIO's entrance into the European market is a long-term play, but once its vehicles start to sell there at meaningful levels in the years ahead, it's going to be an important part of its growth narrative.ConclusionEven though NIO continues to face headwinds that are similar to its peers, it is starting to operate in an improving supply chain market, and one that appears to be more favorable in regard to the impact of the zero-COVID policy that the Chinese government has instituted in the recent past.It seems like that is being gradually loosened, and barring some significant return of COVID to parts of China that would be temporarily detrimental to the performance of NIO, I think this is going to be a tailwind for NIO going forward.As for its battery swapping stations, the company built 1,210 of them as of the end of the third quarter, adding another 11,842 charging piles to the mix. By the end of 2022 the company will have more than 1,300 swap stations across its geographic footprint.NIO has a strong balance sheet, excellent business model, and is starting to work its way through some of the headwinds that have hindered it over the last year or two.There are of course still challenges ahead, including the uncertainty surrounding the macro-economic conditions it may face in 2023, some possible disruptions from outbreaks of COVID-19 in China, and working on lowering costs in order to improve margins.Nonetheless, the company's plans to accelerate production and deliveries in the fourth quarter, if it's able to execute on its plans, should be a strong tailwind for the company as 2023 approaches.Taken together, I like what I see with NIO, and for investors with a long-term outlook on the company, they should be nicely rewarded over the long haul.And let's not forget that the company is trading at a very good entry point.This article is written by Gary Bourgeault for reference only. Please note the risks.","news_type":1,"symbols_score_info":{"NIO":0.9,"NIO.SI":0.9,"09866":0.9}},"isVote":1,"tweetType":1,"viewCount":3294,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9969069897,"gmtCreate":1668301492419,"gmtModify":1676538038130,"author":{"id":"3586310553293679","authorId":"3586310553293679","name":"SaberNoTooth","avatar":"https://community-static.tradeup.com/news/0e76511083610259e2add7e6e0f7ad6c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586310553293679","idStr":"3586310553293679"},"themes":[],"htmlText":"Pls like. Thanks","listText":"Pls like. Thanks","text":"Pls like. Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9969069897","repostId":"1190456060","repostType":4,"repost":{"id":"1190456060","kind":"news","pubTimestamp":1668302284,"share":"https://ttm.financial/m/news/1190456060?lang=en_US&edition=fundamental","pubTime":"2022-11-13 09:18","market":"us","language":"en","title":"SPY: Bear Market Rally Or A Major Bottom?","url":"https://stock-news.laohu8.com/highlight/detail?id=1190456060","media":"Seeking Alpha","summary":"SummaryLarge 1-day rallies are usually associated with the bear market rallies.Major bottoms require a policy change.The Fed is still in inflation-fighting mode.gonin/iStock via Getty ImagesThe top 20: daily returns for S&P500The SPDR S&P 500 Trust ETF  that tracks the S&P500 soared by 5.5% Thursday  - and almost broke into the top 20 daily S&P500 returns in history - since the 1920s. So, what doesit mean?","content":"<html><head></head><body><h2>Summary</h2><ul><li>Large 1-day rallies are usually associated with the bear market rallies.</li><li>Major bottoms require a policy change.</li><li>The Fed is still in inflation-fighting mode.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c5d234d2c3a6fdd66410e8c4fdc86a25\" tg-width=\"1080\" tg-height=\"608\" referrerpolicy=\"no-referrer\"/><span>gonin/iStock via Getty Images</span></p><h2>The top 20: daily returns for S&amp;P500</h2><p>The SPDR S&amp;P 500 Trust ETF (NYSEARCA:SPY) that tracks the S&amp;P500 soared by 5.5% Thursday (11/10/2022) - and almost broke into the top 20 daily S&amp;P500 returns in history - since the 1920s. So, what doesit mean? Is this just a bear market rally, or a signal of the major bottom. Let&#39;s first evaluate the top 20 list of the daily rates of return for the S&amp;P500:</p><p><img src=\"https://static.tigerbbs.com/9a00554a6ad210b0ab26216de0667def\" tg-width=\"927\" tg-height=\"1314\" referrerpolicy=\"no-referrer\"/></p><p>As you can see from the list above,</p><ul><li>12 out 20 top daily returns were the bear market rallies, and 8 out of these 12 were during the 1929-1932 bear market and the Great Depression.</li><li>8 out of 20 were the near-bottoms, bottoms, or after-bottoms, and 6 of these 8 were during the bottom associated with the 1932 Great Depression bottom.</li><li>2 out of 8 bottoms were associated with the bottoms of the sharp corrections, the 1987 and the 2020 bottom. The 1987 correction was not associated with a recession, and it is generally considered as a technical in nature. The 2020 bottom was associated with the extraordinary events related to covid19 and the monetary and fiscal covid stimuli.</li></ul><p>Based on the historical evidence, the 5.6% daily spike in S&amp;P500 (SPX) is either a signal of a major bottom or just another bear market rally.</p><h2>The major bottom thesis</h2><p>The major bottom thesis requires an actual bear market capitulation, such as the 1932 bottom, the 2003 bottom or 2009 bottom. In each of these cases, there was a clear policy response to stimulate the economy, both monetary and fiscal.</p><p>The 11/10/22 daily spike was in response to the positive surprise in the CPI inflation, which raised the hope of the Fed pivot - or a less aggressive monetary policy tightening.</p><p>As I previously explained, the full bear market has3 stages:1) the liquidity selloff in response to the Fed&#39;s monetary policy tightening, 2) the recessionary selloff caused by the Fed&#39;s tightening, and 3) the credit crunch (or a financial crisis) triggered by the deep recession.</p><p>The bullish case assumes that the current bear market ended with the Phase 1 - or with the peak Fed hawkishness. It&#39;s true, we are likely past the peak inflation, and thus the peak hawkishness.</p><p>However, the question is whether there is a Phase 2 coming - or a recessionary selloff, and whether &#34;something will break&#34; during the process and cause the Phase 3 and the credit crunch.</p><h2>The recessionary selloff</h2><p>The S&amp;P500 PE ratio after the 11/10 spike is 20.58. The market is still overvalued and not priced for a recession.</p><p>Is the recession coming? The spread between the 10Y Treasury Bond yield and the 3-Month Treasury Bill yield is the most reliable and the Fed-favored recession indicator, and once it inverts, the recession becomes almost a certainty.</p><p>Currently, the 10y-3mo spread is deeply inverted at -0.46%. Here is the chart:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/70ef81e28bf62d769ca5f75f29feb339\" tg-width=\"640\" tg-height=\"237\" referrerpolicy=\"no-referrer\"/><span>FRED</span></p><p>Based on yield curve spread indicator, the recession is coming, and the market is not priced for it - based on the PE ratio of over 20. Thus, the current bear market has not bottomed yet, and the next Phase of the bear market is coming.</p><h2>Why is the 10Y-3mo curve inverted? Why is this signaling a recession?</h2><p>The 10Y-3mo spread is inverted because the Fed is hiking the short-term interest rates above the long-term interest rates. Why? To cause a recession to bring the inflation down.</p><p>The market hopes that the Fed will slow down with the interest rates hikes, because the inflation has peaked. Too late. The damage has been done. The Fed could even stop after the December 50bpt hike, the 10y-3mo spread has already inverted.</p><p>But don&#39;t count on the Fed to pause yet. If the core CPI printed today 4.3% (instead of actual 6.3%), and that was expected to persist, the Fed would still have to further hike. The target is 2% inflation.</p><p>But don&#39;t expect inflation to sharply fall either - without a deep recession. The economic war with China is still active, and it&#39;s more likely to escalate. This is inflationary. The war in Ukraine is still active and it&#39;s more likely to escalate. This is also inflationary. The unemployment rate in the US is still near record lows, and this is inflationary. The only thing the Fed can influence is the US unemployment rate - by inducing a recession.</p><h2>It&#39;s a bear market rally</h2><p>We are not at a major bottom; we are possibly in-between the Phase 1 selloff and a Phase 2 recessionary selloff. There are already signs of &#34;things breaking&#34; like the cryptocurrencies, which could lead to the Phase 3 selloff.</p><p>Bear market rallies happen during the &#34;in-between periods&#34;, so this bear market rally could continue. The bottom will be in-place when the Fed wants to the bottom to be in place - this will be the pivot the bulls are waiting: the Fed slashing interest rates and resuming QE. I don&#39;t think anybody expects this over the near term. Don&#39;t fight the Fed. The bear market rally is the opportunity to sell or re-short.</p><h2>SPY sector analysis</h2><p>AllSPYsectors were up significantly on 11/10/2022, led by the beaten down technology sector (XLK), the interest rate sensitive real estate sector (XLRE) and the cyclical discretionary sector (XLY). These sectors should not lead pre-recession, while the Fed is trying to cool off economy.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d11bae7fc6e9bba3dee9e588bd902bb1\" tg-width=\"640\" tg-height=\"683\" referrerpolicy=\"no-referrer\"/><span>SelectSectorSPDR</span></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>SPY: Bear Market Rally Or A Major Bottom?</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\">\nSPY: Bear Market Rally Or A Major Bottom?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-13 09:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4556371-spy-bear-market-rally-or-a-major-bottom><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryLarge 1-day rallies are usually associated with the bear market rallies.Major bottoms require a policy change.The Fed is still in inflation-fighting mode.gonin/iStock via Getty ImagesThe top 20...</p>\n\n<a href=\"https://seekingalpha.com/article/4556371-spy-bear-market-rally-or-a-major-bottom\">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","SPY":"标普500ETF"},"source_url":"https://seekingalpha.com/article/4556371-spy-bear-market-rally-or-a-major-bottom","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190456060","content_text":"SummaryLarge 1-day rallies are usually associated with the bear market rallies.Major bottoms require a policy change.The Fed is still in inflation-fighting mode.gonin/iStock via Getty ImagesThe top 20: daily returns for S&P500The SPDR S&P 500 Trust ETF (NYSEARCA:SPY) that tracks the S&P500 soared by 5.5% Thursday (11/10/2022) - and almost broke into the top 20 daily S&P500 returns in history - since the 1920s. So, what doesit mean? Is this just a bear market rally, or a signal of the major bottom. Let's first evaluate the top 20 list of the daily rates of return for the S&P500:As you can see from the list above,12 out 20 top daily returns were the bear market rallies, and 8 out of these 12 were during the 1929-1932 bear market and the Great Depression.8 out of 20 were the near-bottoms, bottoms, or after-bottoms, and 6 of these 8 were during the bottom associated with the 1932 Great Depression bottom.2 out of 8 bottoms were associated with the bottoms of the sharp corrections, the 1987 and the 2020 bottom. The 1987 correction was not associated with a recession, and it is generally considered as a technical in nature. The 2020 bottom was associated with the extraordinary events related to covid19 and the monetary and fiscal covid stimuli.Based on the historical evidence, the 5.6% daily spike in S&P500 (SPX) is either a signal of a major bottom or just another bear market rally.The major bottom thesisThe major bottom thesis requires an actual bear market capitulation, such as the 1932 bottom, the 2003 bottom or 2009 bottom. In each of these cases, there was a clear policy response to stimulate the economy, both monetary and fiscal.The 11/10/22 daily spike was in response to the positive surprise in the CPI inflation, which raised the hope of the Fed pivot - or a less aggressive monetary policy tightening.As I previously explained, the full bear market has3 stages:1) the liquidity selloff in response to the Fed's monetary policy tightening, 2) the recessionary selloff caused by the Fed's tightening, and 3) the credit crunch (or a financial crisis) triggered by the deep recession.The bullish case assumes that the current bear market ended with the Phase 1 - or with the peak Fed hawkishness. It's true, we are likely past the peak inflation, and thus the peak hawkishness.However, the question is whether there is a Phase 2 coming - or a recessionary selloff, and whether \"something will break\" during the process and cause the Phase 3 and the credit crunch.The recessionary selloffThe S&P500 PE ratio after the 11/10 spike is 20.58. The market is still overvalued and not priced for a recession.Is the recession coming? The spread between the 10Y Treasury Bond yield and the 3-Month Treasury Bill yield is the most reliable and the Fed-favored recession indicator, and once it inverts, the recession becomes almost a certainty.Currently, the 10y-3mo spread is deeply inverted at -0.46%. Here is the chart:FREDBased on yield curve spread indicator, the recession is coming, and the market is not priced for it - based on the PE ratio of over 20. Thus, the current bear market has not bottomed yet, and the next Phase of the bear market is coming.Why is the 10Y-3mo curve inverted? Why is this signaling a recession?The 10Y-3mo spread is inverted because the Fed is hiking the short-term interest rates above the long-term interest rates. Why? To cause a recession to bring the inflation down.The market hopes that the Fed will slow down with the interest rates hikes, because the inflation has peaked. Too late. The damage has been done. The Fed could even stop after the December 50bpt hike, the 10y-3mo spread has already inverted.But don't count on the Fed to pause yet. If the core CPI printed today 4.3% (instead of actual 6.3%), and that was expected to persist, the Fed would still have to further hike. The target is 2% inflation.But don't expect inflation to sharply fall either - without a deep recession. The economic war with China is still active, and it's more likely to escalate. This is inflationary. The war in Ukraine is still active and it's more likely to escalate. This is also inflationary. The unemployment rate in the US is still near record lows, and this is inflationary. The only thing the Fed can influence is the US unemployment rate - by inducing a recession.It's a bear market rallyWe are not at a major bottom; we are possibly in-between the Phase 1 selloff and a Phase 2 recessionary selloff. There are already signs of \"things breaking\" like the cryptocurrencies, which could lead to the Phase 3 selloff.Bear market rallies happen during the \"in-between periods\", so this bear market rally could continue. The bottom will be in-place when the Fed wants to the bottom to be in place - this will be the pivot the bulls are waiting: the Fed slashing interest rates and resuming QE. I don't think anybody expects this over the near term. Don't fight the Fed. The bear market rally is the opportunity to sell or re-short.SPY sector analysisAllSPYsectors were up significantly on 11/10/2022, led by the beaten down technology sector (XLK), the interest rate sensitive real estate sector (XLRE) and the cyclical discretionary sector (XLY). These sectors should not lead pre-recession, while the Fed is trying to cool off economy.SelectSectorSPDR","news_type":1,"symbols_score_info":{"SPY":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":1305,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}