Hironori personal page - To The Moon

Hironori

Hironori

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2022-01-25

https://au.finance.yahoo.com/news/amyris-acquire-menolabs-menopause-wellness-130000672.html

2022-03-14

👍🏼

@Hironori:https://au.finance.yahoo.com/news/amyris-acquire-menolabs-menopause-wellness-130000672.html

2022-05-02

👍🏼

@Calvert1234:https://www.google.com/amp/s/www.cnbc.com/amp/2022/04/30/warren-buffett-gives-his-most-expansive-explanation-for-why-he-doesnt-believe-in-bitcoin.html

2021-09-07

Investing in software companies?!https://softwarestackinvesting.com/decentralization-effects/

2021-07-23

??

Alphabet Profitability Still Hidden In The Cloud As It Surges Past FAANG Toward Q2 Earnings

2021-08-26

Great company

Can Sea Limited stock continue to rise?

2021-08-03

Nice ??

Tesla rose nearly 5% in morning trading

2021-07-19

Nice information

What You Need to Know about SPACs – Wall Street’s Hottest Trend

2021-07-25

Nice!

Will NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks

2021-08-25

Great ariticle, would you like to share it?

@3Fs:Executing a Game Plan on Averaging Down Investment Strategy

Go to Tiger App to see more news

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Twitter Algo Won’t work","htmlText":"The first problem is that there is no single algorithm that guides the way Twitter decides to elevate or bury content, unlike what Musk has implied in the past. Rather, according to sources within Twitter’s technical team who spoke on condition of anonymity, decisions are the result of many different algorithms that perform a complex dance atop mountains of data and a multitude of human actions. Results are also tailored to each user based on their personal information and behavior. “There is no ‘master algorithm’ for Twitter,” one company source says.Another issue is that Twitter uses machine learning to guide many decisions. For instance, Twitter trains numerous machine learning models to help decide which posts to prioritize on users’ feeds based on a dizzying number of factors. These m","listText":"The first problem is that there is no single algorithm that guides the way Twitter decides to elevate or bury content, unlike what Musk has implied in the past. Rather, according to sources within Twitter’s technical team who spoke on condition of anonymity, decisions are the result of many different algorithms that perform a complex dance atop mountains of data and a multitude of human actions. Results are also tailored to each user based on their personal information and behavior. “There is no ‘master algorithm’ for Twitter,” one company source says.Another issue is that Twitter uses machine learning to guide many decisions. For instance, Twitter trains numerous machine learning models to help decide which posts to prioritize on users’ feeds based on a dizzying number of factors. These m","text":"The first problem is that there is no single algorithm that guides the way Twitter decides to elevate or bury content, unlike what Musk has implied in the past. Rather, according to sources within Twitter’s technical team who spoke on condition of anonymity, decisions are the result of many different algorithms that perform a complex dance atop mountains of data and a multitude of human actions. Results are also tailored to each user based on their personal information and behavior. “There is no ‘master algorithm’ for Twitter,” one company source says.Another issue is that Twitter uses machine learning to guide many decisions. For instance, Twitter trains numerous machine learning models to help decide which posts to prioritize on users’ feeds based on a dizzying number of factors. These m","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9063206888","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2901,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9084547036,"gmtCreate":1650895407679,"gmtModify":1676534810850,"author":{"id":"4087973028773570","authorId":"4087973028773570","name":"Hironori","avatar":"https://static.tigerbbs.com/28d7b770ea0fe8e113b862847e2a4d39","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087973028773570","idStr":"4087973028773570"},"themes":[],"htmlText":"👍🏼","listText":"👍🏼","text":"👍🏼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9084547036","repostId":"9084526704","repostType":1,"repost":{"id":9084526704,"gmtCreate":1650893405741,"gmtModify":1676534810228,"author":{"id":"3575708827969002","authorId":"3575708827969002","name":"Diadem","avatar":"https://static.tigerbbs.com/fa00adf5918bb0b33a9181bba4430da7","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3575708827969002","idStr":"3575708827969002"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TWTR\">$Twitter(TWTR)$</a>BUY BUY BUY !!!Twitter Nears a Deal to Sell Itself to Elon MuskThe company’s 11-member board met with Mr. Musk to discuss his offer to buy the social networking service and take it private. 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An agreement could come as soon as Monday.Source: NYThttps://www.google.com/amp/s/www.nytimes.com/2022/04/24/technology/twitter-board-elon-musk.amp.html","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9084526704","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3148,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9082595747,"gmtCreate":1650584393830,"gmtModify":1676534756486,"author":{"id":"4087973028773570","authorId":"4087973028773570","name":"Hironori","avatar":"https://static.tigerbbs.com/28d7b770ea0fe8e113b862847e2a4d39","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087973028773570","idStr":"4087973028773570"},"themes":[],"htmlText":"👍🏼//<a href=\"https://ttm.financial/U/4087973028773570\">@Hironori</a>:👍🏼","listText":"👍🏼//<a 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in software companies?!https://softwarestackinvesting.com/decentralization-effects/","listText":"Investing in software companies?!https://softwarestackinvesting.com/decentralization-effects/","text":"Investing in software companies?!https://softwarestackinvesting.com/decentralization-effects/","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":19,"repostSize":1,"link":"https://ttm.financial/post/817768788","isVote":1,"tweetType":1,"viewCount":3509,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":810945851,"gmtCreate":1629941702273,"gmtModify":1676530178439,"author":{"id":"4087973028773570","authorId":"4087973028773570","name":"Hironori","avatar":"https://static.tigerbbs.com/28d7b770ea0fe8e113b862847e2a4d39","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087973028773570","idStr":"4087973028773570"},"themes":[],"htmlText":"Great company","listText":"Great company","text":"Great company","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":14,"repostSize":0,"link":"https://ttm.financial/post/810945851","repostId":"1157369196","repostType":4,"repost":{"id":"1157369196","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1629270921,"share":"https://ttm.financial/m/news/1157369196?lang=en_US&edition=fundamental","pubTime":"2021-08-18 15:15","market":"us","language":"en","title":"Can Sea Limited stock continue to rise?","url":"https://stock-news.laohu8.com/highlight/detail?id=1157369196","media":"Tiger Newspress","summary":"Asian e-commerce and gaming company Sea Limited reported second-quarter results on Tuesday that topp","content":"<p>Asian e-commerce and gaming company Sea Limited reported second-quarter results on Tuesday that topped revenue estimates as it raised guidance. The stock was up&nbsp;more&nbsp;than 600% in just two years.</p>\n<p>Sea said revenue totaled $2.3 billion, up 158.6% year over year, exceeding analysts' estimates of $1.97 billion.</p>\n<p>The company reported an adjusted loss of 61 cents a share, while analysts expected Sea to report an adjusted loss of 51 cents.</p>\n<p>E-commerce revenue rose 160.7% to $1.2 billion, while digital entertainment revenue rose 166.8% to $1 billion.</p>\n<p>Sea said its \"Free Fire\" game reached more than 1 billion downloads on Google Play and ranked third globally by average monthly active users for mobile games on Google Play in the second quarter.</p>\n<p>The game also achieved a new record high of more than 150 million peak daily active users in the quarter.</p>\n<p>In the U.S., \"Free Fire\" was also the highest-grossing mobile battle royale game for two consecutive quarters&nbsp;and was the second-highest grossing mobile game on Google Play for the second quarter.</p>\n<p>Bookings were $1.2 billion, up 64.8% year on year. Quarterly active users reached 725.2 million, up 45.1% year-on-year.</p>\n<p>Looking ahead, Sea said it expects bookings for digital entertainment in 2021 to range from $4.5 billion and $4.7 billion, up 44.4% from 2020 at the midpoint of the revised guidance.</p>\n<p>The company also expects revenue for e-commerce to range from $4.7 billion and $4.9 billion, up 121.5% growth from 2020 at the midpoint of the revised guidance.</p>\n<h4>Dominance in a digital economy</h4>\n<p>Sea Limited is a conglomerate of digital products and services that include e-commerce, gaming, and digital payments. Its business segments dominate the market in SEA, much as Amazon dominates e-commerce in the United States.</p>\n<p>According to a Google report, the SEA region's digital economy is worth (shown as GMV, or gross marketplace volume) approximately $100 billion as of 2020. Sea Limited captured $35.4 billion of that through its e-commerce business, Shopee, alone in 2020. Sea's management claims that Shopee is the most popular shopping app in SEA by monthly active users and time spent on the app. This level of engagement shows up in the financials. Shopee's GMV grew to $12.6 billion in 2021 Q1, a 103% increase year over year.</p>\n<p>Sea's business goes well beyond e-commerce. It owns a payments business called Sea Money that offers mobile wallet services to 26.1 million paying users. Digital entertainment is Sea's third segment, which houses its game development studio, Garena, creator of Free Fire, the world's most downloaded mobile game in 2020.</p>\n<p>Sea Limited's strong presence in e-commerce, payments, and gaming has fueled the company's growth trajectory thanks to the digital nature of the economy in SEA. Sea Limited generated just $345 million in revenue in 2016, but the company is expected to do $8.3 billion in 2021, growing 95% per year over this stretch.</p>\n<p>Sea Limited could be positioned to continue its rapid growth over the coming years. Roughly half of the 670 million inhabitants of SEA are under the age of 30, and 68% of households use smartphones.</p>\n<p>Meantime,&nbsp;Sea Limited has expanded aggressively, pushing into Latin America for new expansion opportunities. Sea Limited started by launching Shopee in Brazil in late 2019 and is using the popularity of Free Fire to gain recognition, making Shopee the only licensed seller of Free Fire merchandise and signing a deal to become an official sponsor of Brazil's national football team. These moves have helped the Shopee app grab an 18% market share in less than two years.</p>\n<p>Sea Ltd is growing rapidly, yet doesn't appear overvalued at the current price.</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>Can Sea Limited stock continue to rise?</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 Sea Limited stock continue to rise?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-08-18 15:15</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Asian e-commerce and gaming company Sea Limited reported second-quarter results on Tuesday that topped revenue estimates as it raised guidance. The stock was up&nbsp;more&nbsp;than 600% in just two years.</p>\n<p>Sea said revenue totaled $2.3 billion, up 158.6% year over year, exceeding analysts' estimates of $1.97 billion.</p>\n<p>The company reported an adjusted loss of 61 cents a share, while analysts expected Sea to report an adjusted loss of 51 cents.</p>\n<p>E-commerce revenue rose 160.7% to $1.2 billion, while digital entertainment revenue rose 166.8% to $1 billion.</p>\n<p>Sea said its \"Free Fire\" game reached more than 1 billion downloads on Google Play and ranked third globally by average monthly active users for mobile games on Google Play in the second quarter.</p>\n<p>The game also achieved a new record high of more than 150 million peak daily active users in the quarter.</p>\n<p>In the U.S., \"Free Fire\" was also the highest-grossing mobile battle royale game for two consecutive quarters&nbsp;and was the second-highest grossing mobile game on Google Play for the second quarter.</p>\n<p>Bookings were $1.2 billion, up 64.8% year on year. Quarterly active users reached 725.2 million, up 45.1% year-on-year.</p>\n<p>Looking ahead, Sea said it expects bookings for digital entertainment in 2021 to range from $4.5 billion and $4.7 billion, up 44.4% from 2020 at the midpoint of the revised guidance.</p>\n<p>The company also expects revenue for e-commerce to range from $4.7 billion and $4.9 billion, up 121.5% growth from 2020 at the midpoint of the revised guidance.</p>\n<h4>Dominance in a digital economy</h4>\n<p>Sea Limited is a conglomerate of digital products and services that include e-commerce, gaming, and digital payments. Its business segments dominate the market in SEA, much as Amazon dominates e-commerce in the United States.</p>\n<p>According to a Google report, the SEA region's digital economy is worth (shown as GMV, or gross marketplace volume) approximately $100 billion as of 2020. Sea Limited captured $35.4 billion of that through its e-commerce business, Shopee, alone in 2020. Sea's management claims that Shopee is the most popular shopping app in SEA by monthly active users and time spent on the app. This level of engagement shows up in the financials. Shopee's GMV grew to $12.6 billion in 2021 Q1, a 103% increase year over year.</p>\n<p>Sea's business goes well beyond e-commerce. It owns a payments business called Sea Money that offers mobile wallet services to 26.1 million paying users. Digital entertainment is Sea's third segment, which houses its game development studio, Garena, creator of Free Fire, the world's most downloaded mobile game in 2020.</p>\n<p>Sea Limited's strong presence in e-commerce, payments, and gaming has fueled the company's growth trajectory thanks to the digital nature of the economy in SEA. Sea Limited generated just $345 million in revenue in 2016, but the company is expected to do $8.3 billion in 2021, growing 95% per year over this stretch.</p>\n<p>Sea Limited could be positioned to continue its rapid growth over the coming years. Roughly half of the 670 million inhabitants of SEA are under the age of 30, and 68% of households use smartphones.</p>\n<p>Meantime,&nbsp;Sea Limited has expanded aggressively, pushing into Latin America for new expansion opportunities. Sea Limited started by launching Shopee in Brazil in late 2019 and is using the popularity of Free Fire to gain recognition, making Shopee the only licensed seller of Free Fire merchandise and signing a deal to become an official sponsor of Brazil's national football team. These moves have helped the Shopee app grab an 18% market share in less than two years.</p>\n<p>Sea Ltd is growing rapidly, yet doesn't appear overvalued at the current price.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157369196","content_text":"Asian e-commerce and gaming company Sea Limited reported second-quarter results on Tuesday that topped revenue estimates as it raised guidance. The stock was up more than 600% in just two years.\nSea said revenue totaled $2.3 billion, up 158.6% year over year, exceeding analysts' estimates of $1.97 billion.\nThe company reported an adjusted loss of 61 cents a share, while analysts expected Sea to report an adjusted loss of 51 cents.\nE-commerce revenue rose 160.7% to $1.2 billion, while digital entertainment revenue rose 166.8% to $1 billion.\nSea said its \"Free Fire\" game reached more than 1 billion downloads on Google Play and ranked third globally by average monthly active users for mobile games on Google Play in the second quarter.\nThe game also achieved a new record high of more than 150 million peak daily active users in the quarter.\nIn the U.S., \"Free Fire\" was also the highest-grossing mobile battle royale game for two consecutive quarters and was the second-highest grossing mobile game on Google Play for the second quarter.\nBookings were $1.2 billion, up 64.8% year on year. Quarterly active users reached 725.2 million, up 45.1% year-on-year.\nLooking ahead, Sea said it expects bookings for digital entertainment in 2021 to range from $4.5 billion and $4.7 billion, up 44.4% from 2020 at the midpoint of the revised guidance.\nThe company also expects revenue for e-commerce to range from $4.7 billion and $4.9 billion, up 121.5% growth from 2020 at the midpoint of the revised guidance.\nDominance in a digital economy\nSea Limited is a conglomerate of digital products and services that include e-commerce, gaming, and digital payments. Its business segments dominate the market in SEA, much as Amazon dominates e-commerce in the United States.\nAccording to a Google report, the SEA region's digital economy is worth (shown as GMV, or gross marketplace volume) approximately $100 billion as of 2020. Sea Limited captured $35.4 billion of that through its e-commerce business, Shopee, alone in 2020. Sea's management claims that Shopee is the most popular shopping app in SEA by monthly active users and time spent on the app. This level of engagement shows up in the financials. Shopee's GMV grew to $12.6 billion in 2021 Q1, a 103% increase year over year.\nSea's business goes well beyond e-commerce. It owns a payments business called Sea Money that offers mobile wallet services to 26.1 million paying users. Digital entertainment is Sea's third segment, which houses its game development studio, Garena, creator of Free Fire, the world's most downloaded mobile game in 2020.\nSea Limited's strong presence in e-commerce, payments, and gaming has fueled the company's growth trajectory thanks to the digital nature of the economy in SEA. Sea Limited generated just $345 million in revenue in 2016, but the company is expected to do $8.3 billion in 2021, growing 95% per year over this stretch.\nSea Limited could be positioned to continue its rapid growth over the coming years. Roughly half of the 670 million inhabitants of SEA are under the age of 30, and 68% of households use smartphones.\nMeantime, Sea Limited has expanded aggressively, pushing into Latin America for new expansion opportunities. Sea Limited started by launching Shopee in Brazil in late 2019 and is using the popularity of Free Fire to gain recognition, making Shopee the only licensed seller of Free Fire merchandise and signing a deal to become an official sponsor of Brazil's national football team. These moves have helped the Shopee app grab an 18% market share in less than two years.\nSea Ltd is growing rapidly, yet doesn't appear overvalued at the current price.","news_type":1,"symbols_score_info":{"SE":0.9}},"isVote":1,"tweetType":1,"viewCount":1021,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":837348874,"gmtCreate":1629859499598,"gmtModify":1676530154637,"author":{"id":"4087973028773570","authorId":"4087973028773570","name":"Hironori","avatar":"https://static.tigerbbs.com/28d7b770ea0fe8e113b862847e2a4d39","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087973028773570","idStr":"4087973028773570"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/837348874","repostId":"839561366","repostType":1,"repost":{"id":839561366,"gmtCreate":1629166923855,"gmtModify":1676529951615,"author":{"id":"3556134694513016","authorId":"3556134694513016","name":"3Fs","avatar":"https://static.tigerbbs.com/26cf959de8173b4a8aaee5e8568a8eff","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3556134694513016","idStr":"3556134694513016"},"themes":[],"title":"Executing a Game Plan on Averaging Down Investment Strategy","htmlText":"I wrote about the importance of having the right mental mindset in order to enact a perfect execution strategy in investing.In this article, we’ll explore a little deeper about devising a game plan on&nbsp;Averaging Down&nbsp;as an investment strategy.Do note that the focus is primarily on fundamentals first, technical second. As such, as and when we find that there is sufficient value in the company, we will consider purchasing and will use technical to aid our entry and exit positions.Is Averaging Down an Effective Strategy:First, you need to have resources or what we often termed it as&nbsp;warchest.In an ideal world where we have unlimited warchest, that would be nice.In a real world, many of us have a limited resource.Our funds are likely to be limited and even so, we want to cap the","listText":"I wrote about the importance of having the right mental mindset in order to enact a perfect execution strategy in investing.In this article, we’ll explore a little deeper about devising a game plan on&nbsp;Averaging Down&nbsp;as an investment strategy.Do note that the focus is primarily on fundamentals first, technical second. As such, as and when we find that there is sufficient value in the company, we will consider purchasing and will use technical to aid our entry and exit positions.Is Averaging Down an Effective Strategy:First, you need to have resources or what we often termed it as&nbsp;warchest.In an ideal world where we have unlimited warchest, that would be nice.In a real world, many of us have a limited resource.Our funds are likely to be limited and even so, we want to cap the","text":"I wrote about the importance of having the right mental mindset in order to enact a perfect execution strategy in investing.In this article, we’ll explore a little deeper about devising a game plan on Averaging Down as an investment strategy.Do note that the focus is primarily on fundamentals first, technical second. As such, as and when we find that there is sufficient value in the company, we will consider purchasing and will use technical to aid our entry and exit positions.Is Averaging Down an Effective Strategy:First, you need to have resources or what we often termed it as warchest.In an ideal world where we have unlimited warchest, that would be nice.In a real world, many of us have a limited resource.Our funds are likely to be limited and even so, we want to cap the","images":[{"img":"https://static.tigerbbs.com/fc91738e34de3415a5934b20a87ff725","width":"828","height":"128"},{"img":"https://static.tigerbbs.com/53db708ef53e9ede6523833aadeac99b","width":"1024","height":"508"},{"img":"https://static.tigerbbs.com/2af63960cb6fcb2f24c72e2da8283a70","width":"2154","height":"920"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/839561366","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1102,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":804662450,"gmtCreate":1627954591170,"gmtModify":1703498474151,"author":{"id":"4087973028773570","authorId":"4087973028773570","name":"Hironori","avatar":"https://static.tigerbbs.com/28d7b770ea0fe8e113b862847e2a4d39","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087973028773570","idStr":"4087973028773570"},"themes":[],"htmlText":"Nice ??","listText":"Nice ??","text":"Nice ??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/804662450","repostId":"1155693481","repostType":4,"repost":{"id":"1155693481","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1627913458,"share":"https://ttm.financial/m/news/1155693481?lang=en_US&edition=fundamental","pubTime":"2021-08-02 22:10","market":"us","language":"en","title":"Tesla rose nearly 5% in morning trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1155693481","media":"Tiger Newspress","summary":" $Tesla Motors$ rose nearly 5% in morning trading.Elon Musk confirms Tesla AI Day will be on August 19.In addition ,Last Thursday, Benzinga Proalerted its users Tesla hadfiled a patentthat would allow it to recover and recycle nickel and cobalt from old lithium-ion EV batteries.The patent, titled “Metal Sulfate Manufacturing System via Electrochemical Dissolution,” would allow the EV and technology company to recover the two crucial raw battery metals and reuse them making its supply chain more ","content":"<p>(August 2)&nbsp;<a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a> rose nearly 5% in morning trading.</p>\n<p>Elon Musk confirms Tesla AI Day will be on August 19.</p>\n<p>In&nbsp;addition&nbsp;,Last Thursday,&nbsp;Benzinga Proalerted its users Tesla hadfiled a patentthat would allow it to recover and recycle nickel and cobalt from old lithium-ion EV batteries.</p>\n<p>The patent, titled “Metal Sulfate Manufacturing System via Electrochemical Dissolution,” would allow the EV and technology company to recover the two crucial raw battery metals and reuse them making its supply chain more efficient.</p>\n<p><img src=\"https://static.tigerbbs.com/9faf5c64c1d04f0efe8c72c78addc130\" tg-width=\"725\" tg-height=\"633\" referrerpolicy=\"no-referrer\"></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>Tesla rose nearly 5% in morning trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla rose nearly 5% in morning trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-08-02 22:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(August 2)&nbsp;<a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a> rose nearly 5% in morning trading.</p>\n<p>Elon Musk confirms Tesla AI Day will be on August 19.</p>\n<p>In&nbsp;addition&nbsp;,Last Thursday,&nbsp;Benzinga Proalerted its users Tesla hadfiled a patentthat would allow it to recover and recycle nickel and cobalt from old lithium-ion EV batteries.</p>\n<p>The patent, titled “Metal Sulfate Manufacturing System via Electrochemical Dissolution,” would allow the EV and technology company to recover the two crucial raw battery metals and reuse them making its supply chain more efficient.</p>\n<p><img src=\"https://static.tigerbbs.com/9faf5c64c1d04f0efe8c72c78addc130\" tg-width=\"725\" tg-height=\"633\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155693481","content_text":"(August 2) Tesla Motors rose nearly 5% in morning trading.\nElon Musk confirms Tesla AI Day will be on August 19.\nIn addition ,Last Thursday, Benzinga Proalerted its users Tesla hadfiled a patentthat would allow it to recover and recycle nickel and cobalt from old lithium-ion EV batteries.\nThe patent, titled “Metal Sulfate Manufacturing System via Electrochemical Dissolution,” would allow the EV and technology company to recover the two crucial raw battery metals and reuse them making its supply chain more efficient.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":1261,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":177941853,"gmtCreate":1627178017772,"gmtModify":1703485073183,"author":{"id":"4087973028773570","authorId":"4087973028773570","name":"Hironori","avatar":"https://static.tigerbbs.com/28d7b770ea0fe8e113b862847e2a4d39","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087973028773570","idStr":"4087973028773570"},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/177941853","repostId":"2153938547","repostType":2,"repost":{"id":"2153938547","kind":"highlight","pubTimestamp":1627085070,"share":"https://ttm.financial/m/news/2153938547?lang=en_US&edition=fundamental","pubTime":"2021-07-24 08:04","market":"us","language":"en","title":"What will Apple say about the next iPhone at earnings time? Maybe more than usual","url":"https://stock-news.laohu8.com/highlight/detail?id=2153938547","media":"MarketWatch","summary":"Apple earnings preview: Recent lack of quarterly forecasts could lead executives to divulge a few mo","content":"<p>Apple earnings preview: Recent lack of quarterly forecasts could lead executives to divulge a few more hints about the next iPhone release when discussing results Tuesday afternoon</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1694f71fa4dec194ef63e28ffc75776f\" tg-width=\"700\" tg-height=\"495\" width=\"100%\" height=\"auto\"><span>Heavy promotions in the wireless industry likely benefited Apple's business during the June quarter.</span></p>\n<p>The pandemic may add a wrinkle to the guessing game that normally accompanies Apple Inc.'s June-quarter conference call.</p>\n<p>Typically the most important tidbit coming out of fiscal third-quarter earnings, which Apple <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> is scheduled to report Tuesday afternoon, is the company's outlook and commentary around its September-quarter revenue, which can hold clues as to what the company expects in the early days of its next smartphone launch. A strong forecast may imply that the company intends to make its new lineup available during the waning days of its fiscal year, while weaker guidance could suggest the launch will be pushed in to the calendar fourth quarter.</p>\n<p>The problem this time around is that Apple has held off on issuing a formal outlook for more than a year amid the pandemic, and it remains unclear when or if the company will resume the practice. Apple has instead been offering \"directional insights\" to offer some indication of how its results could stack up to those of prior quarters, but it has been notoriously tight-lipped about plans for iPhone launches.</p>\n<p>\"We expect the timing of iPhone 13 availability will ultimately prove to be the swing factor in [the fiscal fourth quarter], thus we anticipate the company will provide more granular directional commentary,\" wrote Monness, Crespi, Hardt &amp; Co. analyst Brian White.</p>\n<p>The coming launch is of keen interest given that the current lineup has performed well. \"The iPhone 12 cycle has been strong but we believe the next two cycles may prove challenging with units potentially down [year over year] in FY22 and FY23,\" wrote Barclays analyst Tim Long.</p>\n<p>The June quarter that Apple will report Tuesday is traditionally a slower <a href=\"https://laohu8.com/S/AONE.U\">one</a>, as consumers wait for the next iPhone launch, but the company is still expected to deliver big growth in its smartphone business. Not only does the company have the benefit of easy comparisons to the early days of the pandemic, but it should also be reaping the rewards of an unusually promotional wireless industry.</p>\n<p><b>What to watch for</b></p>\n<p><b>Earnings:</b> Analysts tracked by FactSet expect Apple to post $1.01 in earnings per share, up from 65 cents a year earlier. According to Estimize, which crowdsources projections from hedge funds, academics, and others, the average expectation is for $1.16 a share in EPS.</p>\n<p><b>Revenue: </b>The FactSet consensus calls for $73.26 billion in overall revenue, up from $59.69 billion a year prior. On Estimize, the average estimate is for $77.38 billion.</p>\n<p>On a segment level, analysts surveyed by FactSet project $34.19 billion in iPhone revenue, $7.17 billion in iPad revenue, $7.86 billion in Mac revenue, $16.26 billion in services revenue, and $7.83 billion in revenue for the wearables, home, and accessories category.</p>\n<p><b>Stock movement: </b>Apple shares have fallen after four of the past five earnings reports, though the stock is up 60% over the past 12 months as the Dow Jones Industrial Average has increased 32%.</p>\n<p>Of the 44 analysts tracked by FactSet who cover Apple's stock, 33 have buy ratings, nine have hold ratings and two have sell ratings, with an average price target of $157.88.</p>\n<p><b>What else to watch for</b></p>\n<p>Apple's iPhone business is set up for its second-largest rate of growth in at least three years, behind only what was seen in the previous quarter. Analysts tracked by FactSet are calling for $34.2 billion in iPhone revenue, up 29.4% from a year earlier.</p>\n<p>Some encouraging signals came from Verizon Communications Inc. <a href=\"https://laohu8.com/S/VZ\">$(VZ)$</a>, which recently ran a big iPhone promotion as it sought to match discounts at rival AT&amp;T Inc. <a href=\"https://laohu8.com/S/T\">$(T)$</a></p>\n<p>\"Momentum built throughout the quarter, and we timed our promotions to take full advantage of the economic recovery and increased customer activity,\" Verizon Chief Financial Officer Matthew Ellis said on his company's earnings call. About 20% of Verizon's consumer base is now using 5G-enabled phones .</p>\n<p>Raymond James analyst Chris Caso noted that the quantity of upgrades might not even be the most important factor, as his analysis of iPhone carrier deals from last year found that they can be helpful in driving a greater \"mix\" of more expensive devices.</p>\n<p>\"Consumers appear to have been willing to pay the few dollars per month to upgrade to higher-end models, if the base model was offered for free,\" he wrote, based on analyzing last year's subsidies.</p>\n<p>UBS analyst David Vogt is also feeling upbeat about the business heading into the fiscal third-quarter report, pointing to positive signs in the telecommunications industry like the \"aggressive promotions\" and improving retail traffic at wireless stores.</p>\n<p>But he notes that demand may not be the big issue for Apple, as the company's overall upside is \"gated\" due to supply constraints plaguing the broader electronics industry and beyond. Apple addressed these issues on its earnings call, projecting a $3 billion to $4 billion negative revenue impact in the June quarter that was mainly expected to affect the Mac and iPad businesses.</p>\n<p>Another key narrative is how those two segments held up more generally given a return to more normalized activities outside the home. Apple's Macs and iPads were popular purchases among those needing new hardware to power remote working and schooling, but analysts will be looking to see whether the personal-computer boom is sustainable.</p>\n<p>\"While Apple will have to contend with lapping very difficult pandemic comparisons in the [June quarter] and for several quarters thereafter, we see several near-term tailwinds from both categories,\" wrote CFRA analyst Angelo Zino. \"We see corporate upgrades on the enterprise level becoming a bigger contributor to demand as the economy fully reopens across the globe.\"</p>\n<p>The coming results will also be the first gauge on demand for Apple's new colorful iMac lineup and powerful iPad Pro , both of which rolled out in the spring and feature the company's custom M1 chip.</p>","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>What will Apple say about the next iPhone at earnings time? Maybe more than usual</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\">\nWhat will Apple say about the next iPhone at earnings time? Maybe more than usual\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-24 08:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/what-will-apple-say-about-the-next-iphone-at-earnings-time-maybe-more-than-usual-11627077819?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple earnings preview: Recent lack of quarterly forecasts could lead executives to divulge a few more hints about the next iPhone release when discussing results Tuesday afternoon\nHeavy promotions in...</p>\n\n<a href=\"https://www.marketwatch.com/story/what-will-apple-say-about-the-next-iphone-at-earnings-time-maybe-more-than-usual-11627077819?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":{"AAPL":"苹果"},"source_url":"https://www.marketwatch.com/story/what-will-apple-say-about-the-next-iphone-at-earnings-time-maybe-more-than-usual-11627077819?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2153938547","content_text":"Apple earnings preview: Recent lack of quarterly forecasts could lead executives to divulge a few more hints about the next iPhone release when discussing results Tuesday afternoon\nHeavy promotions in the wireless industry likely benefited Apple's business during the June quarter.\nThe pandemic may add a wrinkle to the guessing game that normally accompanies Apple Inc.'s June-quarter conference call.\nTypically the most important tidbit coming out of fiscal third-quarter earnings, which Apple $(AAPL)$ is scheduled to report Tuesday afternoon, is the company's outlook and commentary around its September-quarter revenue, which can hold clues as to what the company expects in the early days of its next smartphone launch. A strong forecast may imply that the company intends to make its new lineup available during the waning days of its fiscal year, while weaker guidance could suggest the launch will be pushed in to the calendar fourth quarter.\nThe problem this time around is that Apple has held off on issuing a formal outlook for more than a year amid the pandemic, and it remains unclear when or if the company will resume the practice. Apple has instead been offering \"directional insights\" to offer some indication of how its results could stack up to those of prior quarters, but it has been notoriously tight-lipped about plans for iPhone launches.\n\"We expect the timing of iPhone 13 availability will ultimately prove to be the swing factor in [the fiscal fourth quarter], thus we anticipate the company will provide more granular directional commentary,\" wrote Monness, Crespi, Hardt & Co. analyst Brian White.\nThe coming launch is of keen interest given that the current lineup has performed well. \"The iPhone 12 cycle has been strong but we believe the next two cycles may prove challenging with units potentially down [year over year] in FY22 and FY23,\" wrote Barclays analyst Tim Long.\nThe June quarter that Apple will report Tuesday is traditionally a slower one, as consumers wait for the next iPhone launch, but the company is still expected to deliver big growth in its smartphone business. Not only does the company have the benefit of easy comparisons to the early days of the pandemic, but it should also be reaping the rewards of an unusually promotional wireless industry.\nWhat to watch for\nEarnings: Analysts tracked by FactSet expect Apple to post $1.01 in earnings per share, up from 65 cents a year earlier. According to Estimize, which crowdsources projections from hedge funds, academics, and others, the average expectation is for $1.16 a share in EPS.\nRevenue: The FactSet consensus calls for $73.26 billion in overall revenue, up from $59.69 billion a year prior. On Estimize, the average estimate is for $77.38 billion.\nOn a segment level, analysts surveyed by FactSet project $34.19 billion in iPhone revenue, $7.17 billion in iPad revenue, $7.86 billion in Mac revenue, $16.26 billion in services revenue, and $7.83 billion in revenue for the wearables, home, and accessories category.\nStock movement: Apple shares have fallen after four of the past five earnings reports, though the stock is up 60% over the past 12 months as the Dow Jones Industrial Average has increased 32%.\nOf the 44 analysts tracked by FactSet who cover Apple's stock, 33 have buy ratings, nine have hold ratings and two have sell ratings, with an average price target of $157.88.\nWhat else to watch for\nApple's iPhone business is set up for its second-largest rate of growth in at least three years, behind only what was seen in the previous quarter. Analysts tracked by FactSet are calling for $34.2 billion in iPhone revenue, up 29.4% from a year earlier.\nSome encouraging signals came from Verizon Communications Inc. $(VZ)$, which recently ran a big iPhone promotion as it sought to match discounts at rival AT&T Inc. $(T)$\n\"Momentum built throughout the quarter, and we timed our promotions to take full advantage of the economic recovery and increased customer activity,\" Verizon Chief Financial Officer Matthew Ellis said on his company's earnings call. About 20% of Verizon's consumer base is now using 5G-enabled phones .\nRaymond James analyst Chris Caso noted that the quantity of upgrades might not even be the most important factor, as his analysis of iPhone carrier deals from last year found that they can be helpful in driving a greater \"mix\" of more expensive devices.\n\"Consumers appear to have been willing to pay the few dollars per month to upgrade to higher-end models, if the base model was offered for free,\" he wrote, based on analyzing last year's subsidies.\nUBS analyst David Vogt is also feeling upbeat about the business heading into the fiscal third-quarter report, pointing to positive signs in the telecommunications industry like the \"aggressive promotions\" and improving retail traffic at wireless stores.\nBut he notes that demand may not be the big issue for Apple, as the company's overall upside is \"gated\" due to supply constraints plaguing the broader electronics industry and beyond. Apple addressed these issues on its earnings call, projecting a $3 billion to $4 billion negative revenue impact in the June quarter that was mainly expected to affect the Mac and iPad businesses.\nAnother key narrative is how those two segments held up more generally given a return to more normalized activities outside the home. Apple's Macs and iPads were popular purchases among those needing new hardware to power remote working and schooling, but analysts will be looking to see whether the personal-computer boom is sustainable.\n\"While Apple will have to contend with lapping very difficult pandemic comparisons in the [June quarter] and for several quarters thereafter, we see several near-term tailwinds from both categories,\" wrote CFRA analyst Angelo Zino. \"We see corporate upgrades on the enterprise level becoming a bigger contributor to demand as the economy fully reopens across the globe.\"\nThe coming results will also be the first gauge on demand for Apple's new colorful iMac lineup and powerful iPad Pro , both of which rolled out in the spring and feature the company's custom M1 chip.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":1512,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":177927169,"gmtCreate":1627177338951,"gmtModify":1703485052562,"author":{"id":"4087973028773570","authorId":"4087973028773570","name":"Hironori","avatar":"https://static.tigerbbs.com/28d7b770ea0fe8e113b862847e2a4d39","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087973028773570","idStr":"4087973028773570"},"themes":[],"htmlText":"Nice!","listText":"Nice!","text":"Nice!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/177927169","repostId":"1112927800","repostType":4,"repost":{"id":"1112927800","kind":"news","pubTimestamp":1627089375,"share":"https://ttm.financial/m/news/1112927800?lang=en_US&edition=fundamental","pubTime":"2021-07-24 09:16","market":"us","language":"en","title":"Will NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1112927800","media":"seekingalpha","summary":"Let's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.NIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.NIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.Both companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV p","content":"<p><b>Summary</b></p>\n<ul>\n <li>Let's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.</li>\n <li>NIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.</li>\n <li>NIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2f749c70c8a2af3e18d5f6cecc72bfbb\" tg-width=\"1536\" tg-height=\"704\" referrerpolicy=\"no-referrer\"><span>ipopba/iStock via Getty Images</span></p>\n<p><b>Article Thesis</b></p>\n<p>NIO, Inc. (NIO) is one of China's leading EV players, and has, through an attractive brand and its unique BaaS offering, attracted a lot of interest from consumers and investors. Today, however, the company is still way smaller than Tesla (TSLA), which is currently leading the global EV market. NIO is focused on its home market right now, which was true when Tesla was a smaller company as well, but NIO will try to grab market share in overseas markets as well. Shares are pricing in a lot of growth already, but if NIO can replicate Tesla's success, that could be more than justified.</p>\n<p><b>NIO And TSLA Stock Prices</b></p>\n<p>Both companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV pureplays rise rapidly. The combination of growing market share for EVs, accommodating policies such as subsidies for EV purchases, and massive monetary stimulus let shares of NIO and TSLA rise rapidly. NIO is up 245% over the last year, while TSLA is up 101% over the same time. Both companies are currently trading below their all-time highs, however, which were hit in early 2021 before market sentiment for EV pureplays cooled to some degree.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5ff5ce865807df85283775d2293b41af\" tg-width=\"635\" tg-height=\"481\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p>\n<p>Taking a quick look at analyst price targets, we see that Tesla is trading almost perfectly in line with the consensus, whereas NIO trades about 30% below the analyst target. If the analyst community is right, then NIO is a substantially better investment right here, as Tesla is not expected to see its shares rise meaningfully over the next year, whereas NIO has significant upside to the analyst price target.</p>\n<p><b>Is NIO Similar To Tesla?</b></p>\n<p>The answer to that question depends on what you focus on. There are similarities between the two companies, but there are also differences. One could thus say that, in some ways, the two are similar, but in others, they are not. Let's look at a couple of things:</p>\n<p><b>Business Model</b></p>\n<p>Both companies are focused on the EV space, although Tesla has, over the years, been building out a couple of other businesses as well, such as energy storage. Most of Tesla's revenues are generated through selling electric vehicles, which is also how NIO operates. Both companies are focused on the premium segment of EVs, selling higher-priced vehicles that compete with brands such as BMW, Mercedes, and Lexus. Both companies offer a small range of different vehicles, in Tesla's case those are the well-known S, X, 3, and Y, whereas NIO offers a sedan (ET7), and three SUVs (EC6, ES6, ES8). Despite the fact that NIO is a way smaller company today, the model lineups of the two companies do thus not differ too much.</p>\n<p>Both companies offer some type of charging infrastructure to their customers, in Tesla's case, that's the Supercharger network, where Tesla owners can charge their cars with up to 250kW, depending on what version of Supercharger is installed. NIO is following a different approach, offering a battery-as-a-service solution to its customers. NIO owners can get their battery switched out to a fully-charged battery at NIO's stations, a process that takes a couple of minutes and is thus significantly quicker compared to the regular EV charging offered by Tesla and other EV players. BaaS thus has advantages when it comes to the time it takes for a charge/swap, but it should be noted that Tesla's Superchargers are way more common around the world compared to NIO's battery-swapping stations. Rolling out that feature in additional markets will require large capital expenditures, but NIO's offering is a unique selling point compared to what all other EV players, including Tesla, are offering. It remains to be seen whether that will ultimately pay off, but this could become a major advantage for NIO as competition in the EV space is heating up.</p>\n<p><b>Size, growth, and valuation</b></p>\n<p>The two companies differ significantly in size, both when it comes to revenues and vehicle sales, as well as when it comes to the market value of the two companies. NIO has delivered22,000 vehicles in Q2, up 112% year over year, for an annual pace of around 90,000 vehicles. Tesla, meanwhile, has delivered 201,000 vehicles during Q2, up from 103,000 vehicles delivered during Q2 2020. This is strong growth on a year-over-year basis, although slightly below 100%, and thus below the growth rate that NIO is generating for now.</p>\n<p>Tesla delivers around 9x as many vehicles compared to NIO per quarter, when we look at the market capitalizations of the two companies, we see that the ratio is almost exactly the same, as Tesla's market cap of $640 billion is ~9x as high as that of NIO, at $72 billion. At similar growth rates, that would make perfect sense, but it looks like NIO might be the better deal for now, as it trades at a comparable valuation while generating better growth. This will be especially true in the coming quarters, where Tesla's growth is expected to slow down:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a986ea65130206f99961a46ce6cfed55\" tg-width=\"635\" tg-height=\"515\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p>\n<p>Tesla is forecasted to grow its revenue from $49 billion in 2021 to $83 billion in 2023, for an annual growth rate of 30%. NIO, meanwhile, is expected to see its revenue explode upwards from $5.4 billion to $12.8 billion between 2021 and 2023, for an annual growth rate of 54%. NIO is thus expected to grow way faster than Tesla over the next two years, on a relative basis. This shouldn't be a surprise, to be honest, as the law of large numbers dictates that maintaining massive growth rates becomes increasingly hard for a company the bigger it gets, and Tesla seems to have hit that point by now -- adding 50%+ a year to its top line will not be possible forever. This isn't even necessarily Tesla's fault, in fact, many high-quality growth companies have experienced the same. But investors should still consider this important fact -- Tesla's growth in coming years will be less exciting compared to what we have seen in the past, and peers, such as NIO, are growing faster.</p>\n<p>The same holds true when we take a longer-term view. Revenue estimates for 2025 rest at$22.6 billionfor NIO, up another 80% from the 2023 estimate, and up 320% from what analysts are forecasting for 2021. Tesla, meanwhile, is forecasted to generate revenues of $122.5 billion in 2025 -- a large number, but up by a comparatively weak 48% from 2023, and up by a total of 150% versus 2021. Between 2021 and 2025, NIO will thus 4x its revenue, while Tesla will 2.5x its revenue in the same time span -- a meaningful difference that should, all else equal, allow for a premium valuation for NIO, in the same way Tesla deserves a premium valuation versus legacy players such as Volkswagen (OTCPK:VWAGY).</p>\n<p>Looking at revenue estimates for 2025 relative to how the two companies are valued today, we see that NIO trades at 3.2x 2025 sales, while the 2025 sales multiple for Tesla is 5.2. For a long-term oriented investor, NIO thus seems like the better value today, thanks to the fact that it is trading at a significantly lower sales multiple when we take a look into the future. This does not necessarily mean that NIO is cheap, however, as even a 3.2x 2025 sales multiple is relatively high compared to how legacy auto companies are valued. NIO is looking less expensive than Tesla, however, even if its shares are not cheap on an absolute basis.</p>\n<p><b>Can NIO Be Worth As Much As Tesla?</b></p>\n<p>The answer to that depends on what time frame you are looking at. Today, NIO is significantly smaller than Tesla and thus rightfully trades at a way smaller market cap. It should also be noted that there is no guarantee that Tesla's shares are a great example of how an EV company should be valued -- it is, at least, possible that its shares are significantly&nbsp;overpriced&nbsp;today, I personally believe that as well (Note that some will argue that shares are&nbsp;underpriced, which is also among the possibilities, although I do not hold that belief personally).</p>\n<p>When we do, for a moment, assume that Tesla is correctly valued today and that EV companies do deserve a market cap in the $600 billion range when they sell about 800,000 vehicles a year, then NIO could eventually hit that as well, although not in the near term. NIO will sell about 90,000 vehicles this year, and that amount should grow to about 400,000 in 2025. If NIO were to grow its sales by 15% a year beyond that point, it could sell around 800,000 cars in 2030, or 9 years from now. If one wants to assume faster growth, the 800,000 vehicles a year line could also be crossed before 2030, e.g. in 2028 or 2029. If we do go with 2030 for now, then NIO could, at a similar deliveries-to-market capitalization ratio to Tesla, be valued at $600+ billion in 2030. In other words, NIO could be worth as much as Tesla (today) in nine years, when we assume that current growth projections are realistic and that a Tesla-like valuation is appropriate. Those are two major ifs, of course, and especially the second point is far from certain, I believe. I personally would not be too surprised to see Tesla's valuation compress, and thus NIO could trade well below the $600 billion market cap level in 2030, even if it continues to grow meaningfully. It is also possible that NIO's growth disappoints and that current projections are too bullish, although I think that NIO is well-positioned for growth thanks to its unique BaaS model and its strong brand that is especially well-recognized in its home market.</p>\n<p>It should also be noted that Tesla's market cap in 2030 could be very different from $600 billion, thus even in case NIO hits that level, it is not at all guaranteed that the two companies will have a similar market cap. Tesla might be valued at a way higher valuation by then, e.g. if the ARK model is right (something I personally think is unlikely). To answer the above question, one could thus say that NIO might be worth hundreds of billions of dollars, like Tesla, in 8-10 years, but that is not at all guaranteed. And even if that were to happen, Tesla might be worth significantly more by then.</p>\n<p><b>Is NIO A Good Stock To Buy Or Sell Now?</b></p>\n<p>When considering NIO as an investment, it doesn't really matter all that much whether it will become as large or highly valued as Tesla eventually. Instead, investors should ask themselves what total returns they can expect over the next couple of years, and whether those expected returns are high enough relative to the risks in NIO's business model. Regarding those risks, one should mention the fact that the company isn't profitable yet, which means that NIO is dependent on cash on its balance sheet for growth investments. On top of that, competition in the EV space is growing, and market share battles could pressure margins in coming years, although NIO seems relatively well-positioned thanks to its battery-swapping, which is, I believe, a strong USP. Last but not least, the company's dependence on its home market China is a potential risk that should be kept in mind, although it should also be noted that, for now, it seems like the Chinese government is very accommodating to Chinese EV companies.</p>\n<p>One could argue that valuations across the whole EV industry are too high, relative to how legacy auto companies are valued. Even those legacy players with attractive EV offerings such as Volkswagen or Ford trade at huge discounts compared to EV pureplays. But if one wants to invest in an EV pureplay, NIO doesn't seem like a bad choice. The company combines a strong brand, a unique BaaS offering, high growth rates, and shares trade at a discount compared to how the EV king Tesla is valued. At a little above 3x 2025 revenue, NIO does not seem overly expensive relative to other EV pureplays, although this still represents a premium versus legacy players, of course. If NIO manages to execute well and continues to roll out new models that are well-received by consumers, its shares could have significant upside potential in the long run. If EV stocks ever become an out-of-favor investment, NIO stock also could have considerable downside, however, this thus is not a low-risk pick. Depending on your risk tolerance, NIO could still be of value if you want a high-growth EV pureplay.</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>Will NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWill NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-24 09:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4440950-will-nio-stock-follow-tesla-what-to-consider-ev-stocks><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nLet's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.\nNIO is a high-growth choice that does not seem overly ...</p>\n\n<a href=\"https://seekingalpha.com/article/4440950-will-nio-stock-follow-tesla-what-to-consider-ev-stocks\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4440950-will-nio-stock-follow-tesla-what-to-consider-ev-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112927800","content_text":"Summary\n\nLet's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.\nNIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.\nNIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.\n\nipopba/iStock via Getty Images\nArticle Thesis\nNIO, Inc. (NIO) is one of China's leading EV players, and has, through an attractive brand and its unique BaaS offering, attracted a lot of interest from consumers and investors. Today, however, the company is still way smaller than Tesla (TSLA), which is currently leading the global EV market. NIO is focused on its home market right now, which was true when Tesla was a smaller company as well, but NIO will try to grab market share in overseas markets as well. Shares are pricing in a lot of growth already, but if NIO can replicate Tesla's success, that could be more than justified.\nNIO And TSLA Stock Prices\nBoth companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV pureplays rise rapidly. The combination of growing market share for EVs, accommodating policies such as subsidies for EV purchases, and massive monetary stimulus let shares of NIO and TSLA rise rapidly. NIO is up 245% over the last year, while TSLA is up 101% over the same time. Both companies are currently trading below their all-time highs, however, which were hit in early 2021 before market sentiment for EV pureplays cooled to some degree.\nData by YCharts\nTaking a quick look at analyst price targets, we see that Tesla is trading almost perfectly in line with the consensus, whereas NIO trades about 30% below the analyst target. If the analyst community is right, then NIO is a substantially better investment right here, as Tesla is not expected to see its shares rise meaningfully over the next year, whereas NIO has significant upside to the analyst price target.\nIs NIO Similar To Tesla?\nThe answer to that question depends on what you focus on. There are similarities between the two companies, but there are also differences. One could thus say that, in some ways, the two are similar, but in others, they are not. Let's look at a couple of things:\nBusiness Model\nBoth companies are focused on the EV space, although Tesla has, over the years, been building out a couple of other businesses as well, such as energy storage. Most of Tesla's revenues are generated through selling electric vehicles, which is also how NIO operates. Both companies are focused on the premium segment of EVs, selling higher-priced vehicles that compete with brands such as BMW, Mercedes, and Lexus. Both companies offer a small range of different vehicles, in Tesla's case those are the well-known S, X, 3, and Y, whereas NIO offers a sedan (ET7), and three SUVs (EC6, ES6, ES8). Despite the fact that NIO is a way smaller company today, the model lineups of the two companies do thus not differ too much.\nBoth companies offer some type of charging infrastructure to their customers, in Tesla's case, that's the Supercharger network, where Tesla owners can charge their cars with up to 250kW, depending on what version of Supercharger is installed. NIO is following a different approach, offering a battery-as-a-service solution to its customers. NIO owners can get their battery switched out to a fully-charged battery at NIO's stations, a process that takes a couple of minutes and is thus significantly quicker compared to the regular EV charging offered by Tesla and other EV players. BaaS thus has advantages when it comes to the time it takes for a charge/swap, but it should be noted that Tesla's Superchargers are way more common around the world compared to NIO's battery-swapping stations. Rolling out that feature in additional markets will require large capital expenditures, but NIO's offering is a unique selling point compared to what all other EV players, including Tesla, are offering. It remains to be seen whether that will ultimately pay off, but this could become a major advantage for NIO as competition in the EV space is heating up.\nSize, growth, and valuation\nThe two companies differ significantly in size, both when it comes to revenues and vehicle sales, as well as when it comes to the market value of the two companies. NIO has delivered22,000 vehicles in Q2, up 112% year over year, for an annual pace of around 90,000 vehicles. Tesla, meanwhile, has delivered 201,000 vehicles during Q2, up from 103,000 vehicles delivered during Q2 2020. This is strong growth on a year-over-year basis, although slightly below 100%, and thus below the growth rate that NIO is generating for now.\nTesla delivers around 9x as many vehicles compared to NIO per quarter, when we look at the market capitalizations of the two companies, we see that the ratio is almost exactly the same, as Tesla's market cap of $640 billion is ~9x as high as that of NIO, at $72 billion. At similar growth rates, that would make perfect sense, but it looks like NIO might be the better deal for now, as it trades at a comparable valuation while generating better growth. This will be especially true in the coming quarters, where Tesla's growth is expected to slow down:\nData by YCharts\nTesla is forecasted to grow its revenue from $49 billion in 2021 to $83 billion in 2023, for an annual growth rate of 30%. NIO, meanwhile, is expected to see its revenue explode upwards from $5.4 billion to $12.8 billion between 2021 and 2023, for an annual growth rate of 54%. NIO is thus expected to grow way faster than Tesla over the next two years, on a relative basis. This shouldn't be a surprise, to be honest, as the law of large numbers dictates that maintaining massive growth rates becomes increasingly hard for a company the bigger it gets, and Tesla seems to have hit that point by now -- adding 50%+ a year to its top line will not be possible forever. This isn't even necessarily Tesla's fault, in fact, many high-quality growth companies have experienced the same. But investors should still consider this important fact -- Tesla's growth in coming years will be less exciting compared to what we have seen in the past, and peers, such as NIO, are growing faster.\nThe same holds true when we take a longer-term view. Revenue estimates for 2025 rest at$22.6 billionfor NIO, up another 80% from the 2023 estimate, and up 320% from what analysts are forecasting for 2021. Tesla, meanwhile, is forecasted to generate revenues of $122.5 billion in 2025 -- a large number, but up by a comparatively weak 48% from 2023, and up by a total of 150% versus 2021. Between 2021 and 2025, NIO will thus 4x its revenue, while Tesla will 2.5x its revenue in the same time span -- a meaningful difference that should, all else equal, allow for a premium valuation for NIO, in the same way Tesla deserves a premium valuation versus legacy players such as Volkswagen (OTCPK:VWAGY).\nLooking at revenue estimates for 2025 relative to how the two companies are valued today, we see that NIO trades at 3.2x 2025 sales, while the 2025 sales multiple for Tesla is 5.2. For a long-term oriented investor, NIO thus seems like the better value today, thanks to the fact that it is trading at a significantly lower sales multiple when we take a look into the future. This does not necessarily mean that NIO is cheap, however, as even a 3.2x 2025 sales multiple is relatively high compared to how legacy auto companies are valued. NIO is looking less expensive than Tesla, however, even if its shares are not cheap on an absolute basis.\nCan NIO Be Worth As Much As Tesla?\nThe answer to that depends on what time frame you are looking at. Today, NIO is significantly smaller than Tesla and thus rightfully trades at a way smaller market cap. It should also be noted that there is no guarantee that Tesla's shares are a great example of how an EV company should be valued -- it is, at least, possible that its shares are significantly overpriced today, I personally believe that as well (Note that some will argue that shares are underpriced, which is also among the possibilities, although I do not hold that belief personally).\nWhen we do, for a moment, assume that Tesla is correctly valued today and that EV companies do deserve a market cap in the $600 billion range when they sell about 800,000 vehicles a year, then NIO could eventually hit that as well, although not in the near term. NIO will sell about 90,000 vehicles this year, and that amount should grow to about 400,000 in 2025. If NIO were to grow its sales by 15% a year beyond that point, it could sell around 800,000 cars in 2030, or 9 years from now. If one wants to assume faster growth, the 800,000 vehicles a year line could also be crossed before 2030, e.g. in 2028 or 2029. If we do go with 2030 for now, then NIO could, at a similar deliveries-to-market capitalization ratio to Tesla, be valued at $600+ billion in 2030. In other words, NIO could be worth as much as Tesla (today) in nine years, when we assume that current growth projections are realistic and that a Tesla-like valuation is appropriate. Those are two major ifs, of course, and especially the second point is far from certain, I believe. I personally would not be too surprised to see Tesla's valuation compress, and thus NIO could trade well below the $600 billion market cap level in 2030, even if it continues to grow meaningfully. It is also possible that NIO's growth disappoints and that current projections are too bullish, although I think that NIO is well-positioned for growth thanks to its unique BaaS model and its strong brand that is especially well-recognized in its home market.\nIt should also be noted that Tesla's market cap in 2030 could be very different from $600 billion, thus even in case NIO hits that level, it is not at all guaranteed that the two companies will have a similar market cap. Tesla might be valued at a way higher valuation by then, e.g. if the ARK model is right (something I personally think is unlikely). To answer the above question, one could thus say that NIO might be worth hundreds of billions of dollars, like Tesla, in 8-10 years, but that is not at all guaranteed. And even if that were to happen, Tesla might be worth significantly more by then.\nIs NIO A Good Stock To Buy Or Sell Now?\nWhen considering NIO as an investment, it doesn't really matter all that much whether it will become as large or highly valued as Tesla eventually. Instead, investors should ask themselves what total returns they can expect over the next couple of years, and whether those expected returns are high enough relative to the risks in NIO's business model. Regarding those risks, one should mention the fact that the company isn't profitable yet, which means that NIO is dependent on cash on its balance sheet for growth investments. On top of that, competition in the EV space is growing, and market share battles could pressure margins in coming years, although NIO seems relatively well-positioned thanks to its battery-swapping, which is, I believe, a strong USP. Last but not least, the company's dependence on its home market China is a potential risk that should be kept in mind, although it should also be noted that, for now, it seems like the Chinese government is very accommodating to Chinese EV companies.\nOne could argue that valuations across the whole EV industry are too high, relative to how legacy auto companies are valued. Even those legacy players with attractive EV offerings such as Volkswagen or Ford trade at huge discounts compared to EV pureplays. But if one wants to invest in an EV pureplay, NIO doesn't seem like a bad choice. The company combines a strong brand, a unique BaaS offering, high growth rates, and shares trade at a discount compared to how the EV king Tesla is valued. At a little above 3x 2025 revenue, NIO does not seem overly expensive relative to other EV pureplays, although this still represents a premium versus legacy players, of course. If NIO manages to execute well and continues to roll out new models that are well-received by consumers, its shares could have significant upside potential in the long run. If EV stocks ever become an out-of-favor investment, NIO stock also could have considerable downside, however, this thus is not a low-risk pick. Depending on your risk tolerance, NIO could still be of value if you want a high-growth EV pureplay.","news_type":1,"symbols_score_info":{"TSLA":0.9,"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":1356,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":175195603,"gmtCreate":1627011679902,"gmtModify":1703482422803,"author":{"id":"4087973028773570","authorId":"4087973028773570","name":"Hironori","avatar":"https://static.tigerbbs.com/28d7b770ea0fe8e113b862847e2a4d39","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087973028773570","idStr":"4087973028773570"},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":21,"repostSize":0,"link":"https://ttm.financial/post/175195603","repostId":"2153670721","repostType":2,"repost":{"id":"2153670721","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1626985119,"share":"https://ttm.financial/m/news/2153670721?lang=en_US&edition=fundamental","pubTime":"2021-07-23 04:18","market":"hk","language":"en","title":"Alphabet Profitability Still Hidden In The Cloud As It Surges Past FAANG Toward Q2 Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=2153670721","media":"Benzinga","summary":"Alphabet (NASDAQ: GOOGL) arguably hit it out of the park last quarter when it reported earnings that left analysts’ estimates in the dust.","content":"<html><body><p><strong>Alphabet</strong> (NASDAQ:GOOGL) arguably hit it out of the park last quarter when it reported earnings that left analysts’ estimates in the dust.</p>\n<p>Overall revenue came in strong at $55.3 billion, up 34% year over year, with each business segment topping expectations by a wide margin except for <a href=\"https://laohu8.com/S/AONE.U\">one</a> that matched consensus. Jumping off its earnings performance, GOOGL shares currently stand 11% higher than they were entering last quarter’s reporting period.</p>\n<p>Let’s take a step back for a moment. For a company whose $1 trillion market cap has only a handful of peers in the world, you have to wonder how much more growth is possible, especially considering that GOOGL seems to be in every global market, driving some part of every sector and every industry.</p>\n<p>Still, its appetite for growth and innovation is what seems to rejuvenate the 23-year old company. And its forward outlook in its earnings conference call, courtesy of CEO Sundar Pichai, could reflect the scope of the company’s present operations and future ambitions—literally and “virtually,” all over the map.</p>\n<h2>Core Search Still Globally Uncontested</h2>\n<p>Almost everyone in the world uses the term “Google″ as a verb synonymous with “online search.” This speaks to GOOGL’s dominance in the minds of online users—around 92% of all global search queries go through the Google search engine. </p>\n<p>Not surprisingly, the company has owned over 30% of the global online ad market share since at least 2016, according to Statista, and in the US, that figure is expected to rise to 56.8% this year.</p>\n<p>These are important stats, not only because ad revenue represents 82% of GOOGL’s total revenue—in other words, it pays the bills—but because it’s also what makes the company’s forays into other avenues of growth possible.</p>\n<p>As is often the case going into GOOGL earnings, ad revenue growth will likely be on investors’ minds. As earnings approach, the Street appears optimistic about GOOGL’s Q2 ad results. This could be in part due to a continued recovery in internet advertising that may be lifting more than one boat in the sector, Barron’s reported.</p>\n<p><img src=\"https://tickertapecdn.tdameritrade.com/assets/images/pages/md/google-earnings-210723.png\"/></p>\n<p><strong>FIGURE 1:</strong> <strong>TAKING A BITE OUT OF THE FAANG.</strong> Alphabet’s (GOOGL—purple line) shares are running ahead of the rest of the FAANGs ($NYFANG—candlestick) year to date. Data sources: Nasdaq, NYSE. Chart source: The thinkorswim® platform. <em>For illustrative purposes only. Past performance does not guarantee future results.</em></p>\n<h2>Quiet Dominance In The World Of Mobile Communications</h2>\n<p>When you talk about <strong>Apple</strong> (NASDAQ:AAPL), it’s almost impossible not to talk about the iPhone. After all, doesn’t everyone virtually live by (or “in”) their mobile phones? We can’t say the same for Alphabet, whose Android phones are hardly ever discussed (even in the company’s recent earnings calls).</p>\n<p>But here’s something to think about: While nearly 60% of all mobile customers in the U.S. prefer iPhones over Android, the latter dominates the global mobile market with a 72% market share, according to a report by Statcounter. What might that mean with regard to its OS-related Chrome or Chromebook adoption? Seamless OS access across related devices? </p>\n<h2>Cloud Still Lagging, But Gaining Momentum</h2>\n<p>GOOGL’s cloud services still rank third behind <strong>Amazon</strong> (NASDAQ:AMZN) and <strong>Microsoft</strong> (NASDAQ:MSFT). But its command of over 7% global market share, reported by Canalys (April 2021), shouldn’t be underestimated, especially considering that the “cloud” is still a budding market.</p>\n<p>Last quarter’s $4 billion in cloud revenue revealed the strength and speed of GOOGL’s charge, exhibiting a solid 46% year-over-year growth. On the defensive side, the segment also proved capable of reducing its operating losses from $1.73 billion a year ago to only $1 billion last quarter.</p>\n<p>Investors are likely to pay close attention to the Google Cloud revenue when the company reports Q2 earnings on July 27, after the close. Given the level of emphasis CEO Pichai places on the segment in nearly every earnings conference call, it’s hard not to suspect that GOOGL’s cloud services could help shape the company’s future profitability and market dominance.</p>\n<h2>Alphabet’s Acquisitions: A Critical Role In Growth?</h2>\n<p>Last quarter, we saw GOOGL get a $4.75 billion boost in profit due to its startup acquisitions (though it didn’t specify which companies contributed to the gains). Still, expansion by way of acquisitions appears to be an active part of GOOGL’s growth mix, along with fellow peers MSFT and AMZN.</p>\n<p>The company bought up over 160 companies in the last 10 years. But with a formidable free cash flow trailing $50.7 billion over a 12-month period, according to CFO Ruth Porat’s presentation in last quarter’s earnings call, the company may have a sizable amount of cash to expand its portfolio along innovative lines.</p>\n<h2>Alphabet Leads Communications, Tech, And FAANG Year To Date</h2>\n<p>According to FactSet, Communication Services and Information Technology are among the sectors holding the highest analyst ratings. GOOGL—a “tech” stock under the “communications” sector category—has surpassed both sectors and its FAANG peers in terms of market performance.</p>\n<p>Year to date, GOOGL is up 46%, leaving behind Communications (20.69%), Tech (16.45%), and its peer FAANG components. Its closest peer, lagging by a wide margin, is MSFT (26.68%). Looking far ahead, CFRA analysts project a three-year compound annual growth rate of 24% driven by global ad spend, and, on a segment level, driven by search, YouTube, and cloud.</p>\n<p>As for the current quarter, the company withheld providing revenue and earnings guidance.</p>\n<h2>Alphabet Earnings And Options Activity</h2>\n<p>GOOGL is expected to report <strong>adjusted EPS of $19.21</strong>, up from $10.13 in the prior-year quarter, according to third-party consensus analyst estimates. <strong>Revenue is projected at $56.02 billion</strong>, up 46.3% from a year ago.</p>\n<p>Options traders have priced in an expected share price move of 3.2% in either direction around the earnings release. The implied volatility sits at the 25th percentile as of Thursday morning.</p>\n<p>Looking at the July 30 options expiration, call activity is spread out with higher activity at the 2600 strike while puts have been active at the 2490 and 2500 strikes. </p>\n<p><em>Note: Call options represent the right, but not the obligation, to buy the underlying security at a predetermined price over a set period of time. Put options represent the right, but not the obligation, to sell the underlying security at a predetermined price over a set period of time.</em></p>\n<p><em>TD Ameritrade<sup>®</sup> commentary for educational purposes only. Member SIPC.</em> <em>Options involve risks and are not suitable for all investors. Please read</em><em> </em><strong><em>Characteristics and Risks of Standardized Options</em></strong><em>.</em></p>\n<p>Image by Gerd Altmann from Pixabay</p>\n</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>Alphabet Profitability Still Hidden In The Cloud As It Surges Past FAANG Toward Q2 Earnings</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\">\nAlphabet Profitability Still Hidden In The Cloud As It Surges Past FAANG Toward Q2 Earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-07-23 04:18</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p><strong>Alphabet</strong> (NASDAQ:GOOGL) arguably hit it out of the park last quarter when it reported earnings that left analysts’ estimates in the dust.</p>\n<p>Overall revenue came in strong at $55.3 billion, up 34% year over year, with each business segment topping expectations by a wide margin except for <a href=\"https://laohu8.com/S/AONE.U\">one</a> that matched consensus. Jumping off its earnings performance, GOOGL shares currently stand 11% higher than they were entering last quarter’s reporting period.</p>\n<p>Let’s take a step back for a moment. For a company whose $1 trillion market cap has only a handful of peers in the world, you have to wonder how much more growth is possible, especially considering that GOOGL seems to be in every global market, driving some part of every sector and every industry.</p>\n<p>Still, its appetite for growth and innovation is what seems to rejuvenate the 23-year old company. And its forward outlook in its earnings conference call, courtesy of CEO Sundar Pichai, could reflect the scope of the company’s present operations and future ambitions—literally and “virtually,” all over the map.</p>\n<h2>Core Search Still Globally Uncontested</h2>\n<p>Almost everyone in the world uses the term “Google″ as a verb synonymous with “online search.” This speaks to GOOGL’s dominance in the minds of online users—around 92% of all global search queries go through the Google search engine. </p>\n<p>Not surprisingly, the company has owned over 30% of the global online ad market share since at least 2016, according to Statista, and in the US, that figure is expected to rise to 56.8% this year.</p>\n<p>These are important stats, not only because ad revenue represents 82% of GOOGL’s total revenue—in other words, it pays the bills—but because it’s also what makes the company’s forays into other avenues of growth possible.</p>\n<p>As is often the case going into GOOGL earnings, ad revenue growth will likely be on investors’ minds. As earnings approach, the Street appears optimistic about GOOGL’s Q2 ad results. This could be in part due to a continued recovery in internet advertising that may be lifting more than one boat in the sector, Barron’s reported.</p>\n<p><img src=\"https://tickertapecdn.tdameritrade.com/assets/images/pages/md/google-earnings-210723.png\"/></p>\n<p><strong>FIGURE 1:</strong> <strong>TAKING A BITE OUT OF THE FAANG.</strong> Alphabet’s (GOOGL—purple line) shares are running ahead of the rest of the FAANGs ($NYFANG—candlestick) year to date. Data sources: Nasdaq, NYSE. Chart source: The thinkorswim® platform. <em>For illustrative purposes only. Past performance does not guarantee future results.</em></p>\n<h2>Quiet Dominance In The World Of Mobile Communications</h2>\n<p>When you talk about <strong>Apple</strong> (NASDAQ:AAPL), it’s almost impossible not to talk about the iPhone. After all, doesn’t everyone virtually live by (or “in”) their mobile phones? We can’t say the same for Alphabet, whose Android phones are hardly ever discussed (even in the company’s recent earnings calls).</p>\n<p>But here’s something to think about: While nearly 60% of all mobile customers in the U.S. prefer iPhones over Android, the latter dominates the global mobile market with a 72% market share, according to a report by Statcounter. What might that mean with regard to its OS-related Chrome or Chromebook adoption? Seamless OS access across related devices? </p>\n<h2>Cloud Still Lagging, But Gaining Momentum</h2>\n<p>GOOGL’s cloud services still rank third behind <strong>Amazon</strong> (NASDAQ:AMZN) and <strong>Microsoft</strong> (NASDAQ:MSFT). But its command of over 7% global market share, reported by Canalys (April 2021), shouldn’t be underestimated, especially considering that the “cloud” is still a budding market.</p>\n<p>Last quarter’s $4 billion in cloud revenue revealed the strength and speed of GOOGL’s charge, exhibiting a solid 46% year-over-year growth. On the defensive side, the segment also proved capable of reducing its operating losses from $1.73 billion a year ago to only $1 billion last quarter.</p>\n<p>Investors are likely to pay close attention to the Google Cloud revenue when the company reports Q2 earnings on July 27, after the close. Given the level of emphasis CEO Pichai places on the segment in nearly every earnings conference call, it’s hard not to suspect that GOOGL’s cloud services could help shape the company’s future profitability and market dominance.</p>\n<h2>Alphabet’s Acquisitions: A Critical Role In Growth?</h2>\n<p>Last quarter, we saw GOOGL get a $4.75 billion boost in profit due to its startup acquisitions (though it didn’t specify which companies contributed to the gains). Still, expansion by way of acquisitions appears to be an active part of GOOGL’s growth mix, along with fellow peers MSFT and AMZN.</p>\n<p>The company bought up over 160 companies in the last 10 years. But with a formidable free cash flow trailing $50.7 billion over a 12-month period, according to CFO Ruth Porat’s presentation in last quarter’s earnings call, the company may have a sizable amount of cash to expand its portfolio along innovative lines.</p>\n<h2>Alphabet Leads Communications, Tech, And FAANG Year To Date</h2>\n<p>According to FactSet, Communication Services and Information Technology are among the sectors holding the highest analyst ratings. GOOGL—a “tech” stock under the “communications” sector category—has surpassed both sectors and its FAANG peers in terms of market performance.</p>\n<p>Year to date, GOOGL is up 46%, leaving behind Communications (20.69%), Tech (16.45%), and its peer FAANG components. Its closest peer, lagging by a wide margin, is MSFT (26.68%). Looking far ahead, CFRA analysts project a three-year compound annual growth rate of 24% driven by global ad spend, and, on a segment level, driven by search, YouTube, and cloud.</p>\n<p>As for the current quarter, the company withheld providing revenue and earnings guidance.</p>\n<h2>Alphabet Earnings And Options Activity</h2>\n<p>GOOGL is expected to report <strong>adjusted EPS of $19.21</strong>, up from $10.13 in the prior-year quarter, according to third-party consensus analyst estimates. <strong>Revenue is projected at $56.02 billion</strong>, up 46.3% from a year ago.</p>\n<p>Options traders have priced in an expected share price move of 3.2% in either direction around the earnings release. The implied volatility sits at the 25th percentile as of Thursday morning.</p>\n<p>Looking at the July 30 options expiration, call activity is spread out with higher activity at the 2600 strike while puts have been active at the 2490 and 2500 strikes. </p>\n<p><em>Note: Call options represent the right, but not the obligation, to buy the underlying security at a predetermined price over a set period of time. Put options represent the right, but not the obligation, to sell the underlying security at a predetermined price over a set period of time.</em></p>\n<p><em>TD Ameritrade<sup>®</sup> commentary for educational purposes only. Member SIPC.</em> <em>Options involve risks and are not suitable for all investors. Please read</em><em> </em><strong><em>Characteristics and Risks of Standardized Options</em></strong><em>.</em></p>\n<p>Image by Gerd Altmann from Pixabay</p>\n</body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","AMZN":"亚马逊","QTWO":"Q2 Holdings Inc","AAPL":"苹果","MSFT":"微软","GOOG":"谷歌"},"source_url":"https://www.benzinga.com/news/earnings/21/07/22114197/alphabet-profitability-still-hidden-in-the-cloud-as-it-surges-past-faang-toward-q2-earnings","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2153670721","content_text":"Alphabet (NASDAQ:GOOGL) arguably hit it out of the park last quarter when it reported earnings that left analysts’ estimates in the dust.\nOverall revenue came in strong at $55.3 billion, up 34% year over year, with each business segment topping expectations by a wide margin except for one that matched consensus. Jumping off its earnings performance, GOOGL shares currently stand 11% higher than they were entering last quarter’s reporting period.\nLet’s take a step back for a moment. For a company whose $1 trillion market cap has only a handful of peers in the world, you have to wonder how much more growth is possible, especially considering that GOOGL seems to be in every global market, driving some part of every sector and every industry.\nStill, its appetite for growth and innovation is what seems to rejuvenate the 23-year old company. And its forward outlook in its earnings conference call, courtesy of CEO Sundar Pichai, could reflect the scope of the company’s present operations and future ambitions—literally and “virtually,” all over the map.\nCore Search Still Globally Uncontested\nAlmost everyone in the world uses the term “Google″ as a verb synonymous with “online search.” This speaks to GOOGL’s dominance in the minds of online users—around 92% of all global search queries go through the Google search engine. \nNot surprisingly, the company has owned over 30% of the global online ad market share since at least 2016, according to Statista, and in the US, that figure is expected to rise to 56.8% this year.\nThese are important stats, not only because ad revenue represents 82% of GOOGL’s total revenue—in other words, it pays the bills—but because it’s also what makes the company’s forays into other avenues of growth possible.\nAs is often the case going into GOOGL earnings, ad revenue growth will likely be on investors’ minds. As earnings approach, the Street appears optimistic about GOOGL’s Q2 ad results. This could be in part due to a continued recovery in internet advertising that may be lifting more than one boat in the sector, Barron’s reported.\n\nFIGURE 1: TAKING A BITE OUT OF THE FAANG. Alphabet’s (GOOGL—purple line) shares are running ahead of the rest of the FAANGs ($NYFANG—candlestick) year to date. Data sources: Nasdaq, NYSE. Chart source: The thinkorswim® platform. For illustrative purposes only. Past performance does not guarantee future results.\nQuiet Dominance In The World Of Mobile Communications\nWhen you talk about Apple (NASDAQ:AAPL), it’s almost impossible not to talk about the iPhone. After all, doesn’t everyone virtually live by (or “in”) their mobile phones? We can’t say the same for Alphabet, whose Android phones are hardly ever discussed (even in the company’s recent earnings calls).\nBut here’s something to think about: While nearly 60% of all mobile customers in the U.S. prefer iPhones over Android, the latter dominates the global mobile market with a 72% market share, according to a report by Statcounter. What might that mean with regard to its OS-related Chrome or Chromebook adoption? Seamless OS access across related devices? \nCloud Still Lagging, But Gaining Momentum\nGOOGL’s cloud services still rank third behind Amazon (NASDAQ:AMZN) and Microsoft (NASDAQ:MSFT). But its command of over 7% global market share, reported by Canalys (April 2021), shouldn’t be underestimated, especially considering that the “cloud” is still a budding market.\nLast quarter’s $4 billion in cloud revenue revealed the strength and speed of GOOGL’s charge, exhibiting a solid 46% year-over-year growth. On the defensive side, the segment also proved capable of reducing its operating losses from $1.73 billion a year ago to only $1 billion last quarter.\nInvestors are likely to pay close attention to the Google Cloud revenue when the company reports Q2 earnings on July 27, after the close. Given the level of emphasis CEO Pichai places on the segment in nearly every earnings conference call, it’s hard not to suspect that GOOGL’s cloud services could help shape the company’s future profitability and market dominance.\nAlphabet’s Acquisitions: A Critical Role In Growth?\nLast quarter, we saw GOOGL get a $4.75 billion boost in profit due to its startup acquisitions (though it didn’t specify which companies contributed to the gains). Still, expansion by way of acquisitions appears to be an active part of GOOGL’s growth mix, along with fellow peers MSFT and AMZN.\nThe company bought up over 160 companies in the last 10 years. But with a formidable free cash flow trailing $50.7 billion over a 12-month period, according to CFO Ruth Porat’s presentation in last quarter’s earnings call, the company may have a sizable amount of cash to expand its portfolio along innovative lines.\nAlphabet Leads Communications, Tech, And FAANG Year To Date\nAccording to FactSet, Communication Services and Information Technology are among the sectors holding the highest analyst ratings. GOOGL—a “tech” stock under the “communications” sector category—has surpassed both sectors and its FAANG peers in terms of market performance.\nYear to date, GOOGL is up 46%, leaving behind Communications (20.69%), Tech (16.45%), and its peer FAANG components. Its closest peer, lagging by a wide margin, is MSFT (26.68%). Looking far ahead, CFRA analysts project a three-year compound annual growth rate of 24% driven by global ad spend, and, on a segment level, driven by search, YouTube, and cloud.\nAs for the current quarter, the company withheld providing revenue and earnings guidance.\nAlphabet Earnings And Options Activity\nGOOGL is expected to report adjusted EPS of $19.21, up from $10.13 in the prior-year quarter, according to third-party consensus analyst estimates. Revenue is projected at $56.02 billion, up 46.3% from a year ago.\nOptions traders have priced in an expected share price move of 3.2% in either direction around the earnings release. The implied volatility sits at the 25th percentile as of Thursday morning.\nLooking at the July 30 options expiration, call activity is spread out with higher activity at the 2600 strike while puts have been active at the 2490 and 2500 strikes. \nNote: Call options represent the right, but not the obligation, to buy the underlying security at a predetermined price over a set period of time. Put options represent the right, but not the obligation, to sell the underlying security at a predetermined price over a set period of time.\nTD Ameritrade® commentary for educational purposes only. Member SIPC. Options involve risks and are not suitable for all investors. Please read Characteristics and Risks of Standardized Options.\nImage by Gerd Altmann from Pixabay","news_type":1,"symbols_score_info":{"QTWO":1,"GOOG":1,"GOOGL":1,"AMZN":0.9,"MSFT":0.9,"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":1432,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":176734646,"gmtCreate":1626915439085,"gmtModify":1703480450735,"author":{"id":"4087973028773570","authorId":"4087973028773570","name":"Hironori","avatar":"https://static.tigerbbs.com/28d7b770ea0fe8e113b862847e2a4d39","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087973028773570","idStr":"4087973028773570"},"themes":[],"htmlText":"Good read!","listText":"Good read!","text":"Good 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ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share 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in software companies?!https://softwarestackinvesting.com/decentralization-effects/","listText":"Investing in software companies?!https://softwarestackinvesting.com/decentralization-effects/","text":"Investing in software companies?!https://softwarestackinvesting.com/decentralization-effects/","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":19,"repostSize":1,"link":"https://ttm.financial/post/817768788","isVote":1,"tweetType":1,"viewCount":3509,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":175195603,"gmtCreate":1627011679902,"gmtModify":1703482422803,"author":{"id":"4087973028773570","authorId":"4087973028773570","name":"Hironori","avatar":"https://static.tigerbbs.com/28d7b770ea0fe8e113b862847e2a4d39","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087973028773570","idStr":"4087973028773570"},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":21,"repostSize":0,"link":"https://ttm.financial/post/175195603","repostId":"2153670721","repostType":2,"repost":{"id":"2153670721","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1626985119,"share":"https://ttm.financial/m/news/2153670721?lang=en_US&edition=fundamental","pubTime":"2021-07-23 04:18","market":"hk","language":"en","title":"Alphabet Profitability Still Hidden In The Cloud As It Surges Past FAANG Toward Q2 Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=2153670721","media":"Benzinga","summary":"Alphabet (NASDAQ: GOOGL) arguably hit it out of the park last quarter when it reported earnings that left analysts’ estimates in the dust.","content":"<html><body><p><strong>Alphabet</strong> (NASDAQ:GOOGL) arguably hit it out of the park last quarter when it reported earnings that left analysts’ estimates in the dust.</p>\n<p>Overall revenue came in strong at $55.3 billion, up 34% year over year, with each business segment topping expectations by a wide margin except for <a href=\"https://laohu8.com/S/AONE.U\">one</a> that matched consensus. Jumping off its earnings performance, GOOGL shares currently stand 11% higher than they were entering last quarter’s reporting period.</p>\n<p>Let’s take a step back for a moment. For a company whose $1 trillion market cap has only a handful of peers in the world, you have to wonder how much more growth is possible, especially considering that GOOGL seems to be in every global market, driving some part of every sector and every industry.</p>\n<p>Still, its appetite for growth and innovation is what seems to rejuvenate the 23-year old company. And its forward outlook in its earnings conference call, courtesy of CEO Sundar Pichai, could reflect the scope of the company’s present operations and future ambitions—literally and “virtually,” all over the map.</p>\n<h2>Core Search Still Globally Uncontested</h2>\n<p>Almost everyone in the world uses the term “Google″ as a verb synonymous with “online search.” This speaks to GOOGL’s dominance in the minds of online users—around 92% of all global search queries go through the Google search engine. </p>\n<p>Not surprisingly, the company has owned over 30% of the global online ad market share since at least 2016, according to Statista, and in the US, that figure is expected to rise to 56.8% this year.</p>\n<p>These are important stats, not only because ad revenue represents 82% of GOOGL’s total revenue—in other words, it pays the bills—but because it’s also what makes the company’s forays into other avenues of growth possible.</p>\n<p>As is often the case going into GOOGL earnings, ad revenue growth will likely be on investors’ minds. As earnings approach, the Street appears optimistic about GOOGL’s Q2 ad results. This could be in part due to a continued recovery in internet advertising that may be lifting more than one boat in the sector, Barron’s reported.</p>\n<p><img src=\"https://tickertapecdn.tdameritrade.com/assets/images/pages/md/google-earnings-210723.png\"/></p>\n<p><strong>FIGURE 1:</strong> <strong>TAKING A BITE OUT OF THE FAANG.</strong> Alphabet’s (GOOGL—purple line) shares are running ahead of the rest of the FAANGs ($NYFANG—candlestick) year to date. Data sources: Nasdaq, NYSE. Chart source: The thinkorswim® platform. <em>For illustrative purposes only. Past performance does not guarantee future results.</em></p>\n<h2>Quiet Dominance In The World Of Mobile Communications</h2>\n<p>When you talk about <strong>Apple</strong> (NASDAQ:AAPL), it’s almost impossible not to talk about the iPhone. After all, doesn’t everyone virtually live by (or “in”) their mobile phones? We can’t say the same for Alphabet, whose Android phones are hardly ever discussed (even in the company’s recent earnings calls).</p>\n<p>But here’s something to think about: While nearly 60% of all mobile customers in the U.S. prefer iPhones over Android, the latter dominates the global mobile market with a 72% market share, according to a report by Statcounter. What might that mean with regard to its OS-related Chrome or Chromebook adoption? Seamless OS access across related devices? </p>\n<h2>Cloud Still Lagging, But Gaining Momentum</h2>\n<p>GOOGL’s cloud services still rank third behind <strong>Amazon</strong> (NASDAQ:AMZN) and <strong>Microsoft</strong> (NASDAQ:MSFT). But its command of over 7% global market share, reported by Canalys (April 2021), shouldn’t be underestimated, especially considering that the “cloud” is still a budding market.</p>\n<p>Last quarter’s $4 billion in cloud revenue revealed the strength and speed of GOOGL’s charge, exhibiting a solid 46% year-over-year growth. On the defensive side, the segment also proved capable of reducing its operating losses from $1.73 billion a year ago to only $1 billion last quarter.</p>\n<p>Investors are likely to pay close attention to the Google Cloud revenue when the company reports Q2 earnings on July 27, after the close. Given the level of emphasis CEO Pichai places on the segment in nearly every earnings conference call, it’s hard not to suspect that GOOGL’s cloud services could help shape the company’s future profitability and market dominance.</p>\n<h2>Alphabet’s Acquisitions: A Critical Role In Growth?</h2>\n<p>Last quarter, we saw GOOGL get a $4.75 billion boost in profit due to its startup acquisitions (though it didn’t specify which companies contributed to the gains). Still, expansion by way of acquisitions appears to be an active part of GOOGL’s growth mix, along with fellow peers MSFT and AMZN.</p>\n<p>The company bought up over 160 companies in the last 10 years. But with a formidable free cash flow trailing $50.7 billion over a 12-month period, according to CFO Ruth Porat’s presentation in last quarter’s earnings call, the company may have a sizable amount of cash to expand its portfolio along innovative lines.</p>\n<h2>Alphabet Leads Communications, Tech, And FAANG Year To Date</h2>\n<p>According to FactSet, Communication Services and Information Technology are among the sectors holding the highest analyst ratings. GOOGL—a “tech” stock under the “communications” sector category—has surpassed both sectors and its FAANG peers in terms of market performance.</p>\n<p>Year to date, GOOGL is up 46%, leaving behind Communications (20.69%), Tech (16.45%), and its peer FAANG components. Its closest peer, lagging by a wide margin, is MSFT (26.68%). Looking far ahead, CFRA analysts project a three-year compound annual growth rate of 24% driven by global ad spend, and, on a segment level, driven by search, YouTube, and cloud.</p>\n<p>As for the current quarter, the company withheld providing revenue and earnings guidance.</p>\n<h2>Alphabet Earnings And Options Activity</h2>\n<p>GOOGL is expected to report <strong>adjusted EPS of $19.21</strong>, up from $10.13 in the prior-year quarter, according to third-party consensus analyst estimates. <strong>Revenue is projected at $56.02 billion</strong>, up 46.3% from a year ago.</p>\n<p>Options traders have priced in an expected share price move of 3.2% in either direction around the earnings release. The implied volatility sits at the 25th percentile as of Thursday morning.</p>\n<p>Looking at the July 30 options expiration, call activity is spread out with higher activity at the 2600 strike while puts have been active at the 2490 and 2500 strikes. </p>\n<p><em>Note: Call options represent the right, but not the obligation, to buy the underlying security at a predetermined price over a set period of time. Put options represent the right, but not the obligation, to sell the underlying security at a predetermined price over a set period of time.</em></p>\n<p><em>TD Ameritrade<sup>®</sup> commentary for educational purposes only. Member SIPC.</em> <em>Options involve risks and are not suitable for all investors. Please read</em><em> </em><strong><em>Characteristics and Risks of Standardized Options</em></strong><em>.</em></p>\n<p>Image by Gerd Altmann from Pixabay</p>\n</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>Alphabet Profitability Still Hidden In The Cloud As It Surges Past FAANG Toward Q2 Earnings</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\">\nAlphabet Profitability Still Hidden In The Cloud As It Surges Past FAANG Toward Q2 Earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-07-23 04:18</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p><strong>Alphabet</strong> (NASDAQ:GOOGL) arguably hit it out of the park last quarter when it reported earnings that left analysts’ estimates in the dust.</p>\n<p>Overall revenue came in strong at $55.3 billion, up 34% year over year, with each business segment topping expectations by a wide margin except for <a href=\"https://laohu8.com/S/AONE.U\">one</a> that matched consensus. Jumping off its earnings performance, GOOGL shares currently stand 11% higher than they were entering last quarter’s reporting period.</p>\n<p>Let’s take a step back for a moment. For a company whose $1 trillion market cap has only a handful of peers in the world, you have to wonder how much more growth is possible, especially considering that GOOGL seems to be in every global market, driving some part of every sector and every industry.</p>\n<p>Still, its appetite for growth and innovation is what seems to rejuvenate the 23-year old company. And its forward outlook in its earnings conference call, courtesy of CEO Sundar Pichai, could reflect the scope of the company’s present operations and future ambitions—literally and “virtually,” all over the map.</p>\n<h2>Core Search Still Globally Uncontested</h2>\n<p>Almost everyone in the world uses the term “Google″ as a verb synonymous with “online search.” This speaks to GOOGL’s dominance in the minds of online users—around 92% of all global search queries go through the Google search engine. </p>\n<p>Not surprisingly, the company has owned over 30% of the global online ad market share since at least 2016, according to Statista, and in the US, that figure is expected to rise to 56.8% this year.</p>\n<p>These are important stats, not only because ad revenue represents 82% of GOOGL’s total revenue—in other words, it pays the bills—but because it’s also what makes the company’s forays into other avenues of growth possible.</p>\n<p>As is often the case going into GOOGL earnings, ad revenue growth will likely be on investors’ minds. As earnings approach, the Street appears optimistic about GOOGL’s Q2 ad results. This could be in part due to a continued recovery in internet advertising that may be lifting more than one boat in the sector, Barron’s reported.</p>\n<p><img src=\"https://tickertapecdn.tdameritrade.com/assets/images/pages/md/google-earnings-210723.png\"/></p>\n<p><strong>FIGURE 1:</strong> <strong>TAKING A BITE OUT OF THE FAANG.</strong> Alphabet’s (GOOGL—purple line) shares are running ahead of the rest of the FAANGs ($NYFANG—candlestick) year to date. Data sources: Nasdaq, NYSE. Chart source: The thinkorswim® platform. <em>For illustrative purposes only. Past performance does not guarantee future results.</em></p>\n<h2>Quiet Dominance In The World Of Mobile Communications</h2>\n<p>When you talk about <strong>Apple</strong> (NASDAQ:AAPL), it’s almost impossible not to talk about the iPhone. After all, doesn’t everyone virtually live by (or “in”) their mobile phones? We can’t say the same for Alphabet, whose Android phones are hardly ever discussed (even in the company’s recent earnings calls).</p>\n<p>But here’s something to think about: While nearly 60% of all mobile customers in the U.S. prefer iPhones over Android, the latter dominates the global mobile market with a 72% market share, according to a report by Statcounter. What might that mean with regard to its OS-related Chrome or Chromebook adoption? Seamless OS access across related devices? </p>\n<h2>Cloud Still Lagging, But Gaining Momentum</h2>\n<p>GOOGL’s cloud services still rank third behind <strong>Amazon</strong> (NASDAQ:AMZN) and <strong>Microsoft</strong> (NASDAQ:MSFT). But its command of over 7% global market share, reported by Canalys (April 2021), shouldn’t be underestimated, especially considering that the “cloud” is still a budding market.</p>\n<p>Last quarter’s $4 billion in cloud revenue revealed the strength and speed of GOOGL’s charge, exhibiting a solid 46% year-over-year growth. On the defensive side, the segment also proved capable of reducing its operating losses from $1.73 billion a year ago to only $1 billion last quarter.</p>\n<p>Investors are likely to pay close attention to the Google Cloud revenue when the company reports Q2 earnings on July 27, after the close. Given the level of emphasis CEO Pichai places on the segment in nearly every earnings conference call, it’s hard not to suspect that GOOGL’s cloud services could help shape the company’s future profitability and market dominance.</p>\n<h2>Alphabet’s Acquisitions: A Critical Role In Growth?</h2>\n<p>Last quarter, we saw GOOGL get a $4.75 billion boost in profit due to its startup acquisitions (though it didn’t specify which companies contributed to the gains). Still, expansion by way of acquisitions appears to be an active part of GOOGL’s growth mix, along with fellow peers MSFT and AMZN.</p>\n<p>The company bought up over 160 companies in the last 10 years. But with a formidable free cash flow trailing $50.7 billion over a 12-month period, according to CFO Ruth Porat’s presentation in last quarter’s earnings call, the company may have a sizable amount of cash to expand its portfolio along innovative lines.</p>\n<h2>Alphabet Leads Communications, Tech, And FAANG Year To Date</h2>\n<p>According to FactSet, Communication Services and Information Technology are among the sectors holding the highest analyst ratings. GOOGL—a “tech” stock under the “communications” sector category—has surpassed both sectors and its FAANG peers in terms of market performance.</p>\n<p>Year to date, GOOGL is up 46%, leaving behind Communications (20.69%), Tech (16.45%), and its peer FAANG components. Its closest peer, lagging by a wide margin, is MSFT (26.68%). Looking far ahead, CFRA analysts project a three-year compound annual growth rate of 24% driven by global ad spend, and, on a segment level, driven by search, YouTube, and cloud.</p>\n<p>As for the current quarter, the company withheld providing revenue and earnings guidance.</p>\n<h2>Alphabet Earnings And Options Activity</h2>\n<p>GOOGL is expected to report <strong>adjusted EPS of $19.21</strong>, up from $10.13 in the prior-year quarter, according to third-party consensus analyst estimates. <strong>Revenue is projected at $56.02 billion</strong>, up 46.3% from a year ago.</p>\n<p>Options traders have priced in an expected share price move of 3.2% in either direction around the earnings release. The implied volatility sits at the 25th percentile as of Thursday morning.</p>\n<p>Looking at the July 30 options expiration, call activity is spread out with higher activity at the 2600 strike while puts have been active at the 2490 and 2500 strikes. </p>\n<p><em>Note: Call options represent the right, but not the obligation, to buy the underlying security at a predetermined price over a set period of time. Put options represent the right, but not the obligation, to sell the underlying security at a predetermined price over a set period of time.</em></p>\n<p><em>TD Ameritrade<sup>®</sup> commentary for educational purposes only. Member SIPC.</em> <em>Options involve risks and are not suitable for all investors. Please read</em><em> </em><strong><em>Characteristics and Risks of Standardized Options</em></strong><em>.</em></p>\n<p>Image by Gerd Altmann from Pixabay</p>\n</body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","AMZN":"亚马逊","QTWO":"Q2 Holdings Inc","AAPL":"苹果","MSFT":"微软","GOOG":"谷歌"},"source_url":"https://www.benzinga.com/news/earnings/21/07/22114197/alphabet-profitability-still-hidden-in-the-cloud-as-it-surges-past-faang-toward-q2-earnings","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2153670721","content_text":"Alphabet (NASDAQ:GOOGL) arguably hit it out of the park last quarter when it reported earnings that left analysts’ estimates in the dust.\nOverall revenue came in strong at $55.3 billion, up 34% year over year, with each business segment topping expectations by a wide margin except for one that matched consensus. Jumping off its earnings performance, GOOGL shares currently stand 11% higher than they were entering last quarter’s reporting period.\nLet’s take a step back for a moment. For a company whose $1 trillion market cap has only a handful of peers in the world, you have to wonder how much more growth is possible, especially considering that GOOGL seems to be in every global market, driving some part of every sector and every industry.\nStill, its appetite for growth and innovation is what seems to rejuvenate the 23-year old company. And its forward outlook in its earnings conference call, courtesy of CEO Sundar Pichai, could reflect the scope of the company’s present operations and future ambitions—literally and “virtually,” all over the map.\nCore Search Still Globally Uncontested\nAlmost everyone in the world uses the term “Google″ as a verb synonymous with “online search.” This speaks to GOOGL’s dominance in the minds of online users—around 92% of all global search queries go through the Google search engine. \nNot surprisingly, the company has owned over 30% of the global online ad market share since at least 2016, according to Statista, and in the US, that figure is expected to rise to 56.8% this year.\nThese are important stats, not only because ad revenue represents 82% of GOOGL’s total revenue—in other words, it pays the bills—but because it’s also what makes the company’s forays into other avenues of growth possible.\nAs is often the case going into GOOGL earnings, ad revenue growth will likely be on investors’ minds. As earnings approach, the Street appears optimistic about GOOGL’s Q2 ad results. This could be in part due to a continued recovery in internet advertising that may be lifting more than one boat in the sector, Barron’s reported.\n\nFIGURE 1: TAKING A BITE OUT OF THE FAANG. Alphabet’s (GOOGL—purple line) shares are running ahead of the rest of the FAANGs ($NYFANG—candlestick) year to date. Data sources: Nasdaq, NYSE. Chart source: The thinkorswim® platform. For illustrative purposes only. Past performance does not guarantee future results.\nQuiet Dominance In The World Of Mobile Communications\nWhen you talk about Apple (NASDAQ:AAPL), it’s almost impossible not to talk about the iPhone. After all, doesn’t everyone virtually live by (or “in”) their mobile phones? We can’t say the same for Alphabet, whose Android phones are hardly ever discussed (even in the company’s recent earnings calls).\nBut here’s something to think about: While nearly 60% of all mobile customers in the U.S. prefer iPhones over Android, the latter dominates the global mobile market with a 72% market share, according to a report by Statcounter. What might that mean with regard to its OS-related Chrome or Chromebook adoption? Seamless OS access across related devices? \nCloud Still Lagging, But Gaining Momentum\nGOOGL’s cloud services still rank third behind Amazon (NASDAQ:AMZN) and Microsoft (NASDAQ:MSFT). But its command of over 7% global market share, reported by Canalys (April 2021), shouldn’t be underestimated, especially considering that the “cloud” is still a budding market.\nLast quarter’s $4 billion in cloud revenue revealed the strength and speed of GOOGL’s charge, exhibiting a solid 46% year-over-year growth. On the defensive side, the segment also proved capable of reducing its operating losses from $1.73 billion a year ago to only $1 billion last quarter.\nInvestors are likely to pay close attention to the Google Cloud revenue when the company reports Q2 earnings on July 27, after the close. Given the level of emphasis CEO Pichai places on the segment in nearly every earnings conference call, it’s hard not to suspect that GOOGL’s cloud services could help shape the company’s future profitability and market dominance.\nAlphabet’s Acquisitions: A Critical Role In Growth?\nLast quarter, we saw GOOGL get a $4.75 billion boost in profit due to its startup acquisitions (though it didn’t specify which companies contributed to the gains). Still, expansion by way of acquisitions appears to be an active part of GOOGL’s growth mix, along with fellow peers MSFT and AMZN.\nThe company bought up over 160 companies in the last 10 years. But with a formidable free cash flow trailing $50.7 billion over a 12-month period, according to CFO Ruth Porat’s presentation in last quarter’s earnings call, the company may have a sizable amount of cash to expand its portfolio along innovative lines.\nAlphabet Leads Communications, Tech, And FAANG Year To Date\nAccording to FactSet, Communication Services and Information Technology are among the sectors holding the highest analyst ratings. GOOGL—a “tech” stock under the “communications” sector category—has surpassed both sectors and its FAANG peers in terms of market performance.\nYear to date, GOOGL is up 46%, leaving behind Communications (20.69%), Tech (16.45%), and its peer FAANG components. Its closest peer, lagging by a wide margin, is MSFT (26.68%). Looking far ahead, CFRA analysts project a three-year compound annual growth rate of 24% driven by global ad spend, and, on a segment level, driven by search, YouTube, and cloud.\nAs for the current quarter, the company withheld providing revenue and earnings guidance.\nAlphabet Earnings And Options Activity\nGOOGL is expected to report adjusted EPS of $19.21, up from $10.13 in the prior-year quarter, according to third-party consensus analyst estimates. Revenue is projected at $56.02 billion, up 46.3% from a year ago.\nOptions traders have priced in an expected share price move of 3.2% in either direction around the earnings release. The implied volatility sits at the 25th percentile as of Thursday morning.\nLooking at the July 30 options expiration, call activity is spread out with higher activity at the 2600 strike while puts have been active at the 2490 and 2500 strikes. \nNote: Call options represent the right, but not the obligation, to buy the underlying security at a predetermined price over a set period of time. Put options represent the right, but not the obligation, to sell the underlying security at a predetermined price over a set period of time.\nTD Ameritrade® commentary for educational purposes only. Member SIPC. Options involve risks and are not suitable for all investors. Please read Characteristics and Risks of Standardized Options.\nImage by Gerd Altmann from Pixabay","news_type":1,"symbols_score_info":{"QTWO":1,"GOOG":1,"GOOGL":1,"AMZN":0.9,"MSFT":0.9,"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":1432,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":810945851,"gmtCreate":1629941702273,"gmtModify":1676530178439,"author":{"id":"4087973028773570","authorId":"4087973028773570","name":"Hironori","avatar":"https://static.tigerbbs.com/28d7b770ea0fe8e113b862847e2a4d39","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087973028773570","idStr":"4087973028773570"},"themes":[],"htmlText":"Great company","listText":"Great company","text":"Great company","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":14,"repostSize":0,"link":"https://ttm.financial/post/810945851","repostId":"1157369196","repostType":4,"repost":{"id":"1157369196","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1629270921,"share":"https://ttm.financial/m/news/1157369196?lang=en_US&edition=fundamental","pubTime":"2021-08-18 15:15","market":"us","language":"en","title":"Can Sea Limited stock continue to rise?","url":"https://stock-news.laohu8.com/highlight/detail?id=1157369196","media":"Tiger Newspress","summary":"Asian e-commerce and gaming company Sea Limited reported second-quarter results on Tuesday that topp","content":"<p>Asian e-commerce and gaming company Sea Limited reported second-quarter results on Tuesday that topped revenue estimates as it raised guidance. The stock was up&nbsp;more&nbsp;than 600% in just two years.</p>\n<p>Sea said revenue totaled $2.3 billion, up 158.6% year over year, exceeding analysts' estimates of $1.97 billion.</p>\n<p>The company reported an adjusted loss of 61 cents a share, while analysts expected Sea to report an adjusted loss of 51 cents.</p>\n<p>E-commerce revenue rose 160.7% to $1.2 billion, while digital entertainment revenue rose 166.8% to $1 billion.</p>\n<p>Sea said its \"Free Fire\" game reached more than 1 billion downloads on Google Play and ranked third globally by average monthly active users for mobile games on Google Play in the second quarter.</p>\n<p>The game also achieved a new record high of more than 150 million peak daily active users in the quarter.</p>\n<p>In the U.S., \"Free Fire\" was also the highest-grossing mobile battle royale game for two consecutive quarters&nbsp;and was the second-highest grossing mobile game on Google Play for the second quarter.</p>\n<p>Bookings were $1.2 billion, up 64.8% year on year. Quarterly active users reached 725.2 million, up 45.1% year-on-year.</p>\n<p>Looking ahead, Sea said it expects bookings for digital entertainment in 2021 to range from $4.5 billion and $4.7 billion, up 44.4% from 2020 at the midpoint of the revised guidance.</p>\n<p>The company also expects revenue for e-commerce to range from $4.7 billion and $4.9 billion, up 121.5% growth from 2020 at the midpoint of the revised guidance.</p>\n<h4>Dominance in a digital economy</h4>\n<p>Sea Limited is a conglomerate of digital products and services that include e-commerce, gaming, and digital payments. Its business segments dominate the market in SEA, much as Amazon dominates e-commerce in the United States.</p>\n<p>According to a Google report, the SEA region's digital economy is worth (shown as GMV, or gross marketplace volume) approximately $100 billion as of 2020. Sea Limited captured $35.4 billion of that through its e-commerce business, Shopee, alone in 2020. Sea's management claims that Shopee is the most popular shopping app in SEA by monthly active users and time spent on the app. This level of engagement shows up in the financials. Shopee's GMV grew to $12.6 billion in 2021 Q1, a 103% increase year over year.</p>\n<p>Sea's business goes well beyond e-commerce. It owns a payments business called Sea Money that offers mobile wallet services to 26.1 million paying users. Digital entertainment is Sea's third segment, which houses its game development studio, Garena, creator of Free Fire, the world's most downloaded mobile game in 2020.</p>\n<p>Sea Limited's strong presence in e-commerce, payments, and gaming has fueled the company's growth trajectory thanks to the digital nature of the economy in SEA. Sea Limited generated just $345 million in revenue in 2016, but the company is expected to do $8.3 billion in 2021, growing 95% per year over this stretch.</p>\n<p>Sea Limited could be positioned to continue its rapid growth over the coming years. Roughly half of the 670 million inhabitants of SEA are under the age of 30, and 68% of households use smartphones.</p>\n<p>Meantime,&nbsp;Sea Limited has expanded aggressively, pushing into Latin America for new expansion opportunities. Sea Limited started by launching Shopee in Brazil in late 2019 and is using the popularity of Free Fire to gain recognition, making Shopee the only licensed seller of Free Fire merchandise and signing a deal to become an official sponsor of Brazil's national football team. These moves have helped the Shopee app grab an 18% market share in less than two years.</p>\n<p>Sea Ltd is growing rapidly, yet doesn't appear overvalued at the current price.</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>Can Sea Limited stock continue to rise?</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 Sea Limited stock continue to rise?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-08-18 15:15</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Asian e-commerce and gaming company Sea Limited reported second-quarter results on Tuesday that topped revenue estimates as it raised guidance. The stock was up&nbsp;more&nbsp;than 600% in just two years.</p>\n<p>Sea said revenue totaled $2.3 billion, up 158.6% year over year, exceeding analysts' estimates of $1.97 billion.</p>\n<p>The company reported an adjusted loss of 61 cents a share, while analysts expected Sea to report an adjusted loss of 51 cents.</p>\n<p>E-commerce revenue rose 160.7% to $1.2 billion, while digital entertainment revenue rose 166.8% to $1 billion.</p>\n<p>Sea said its \"Free Fire\" game reached more than 1 billion downloads on Google Play and ranked third globally by average monthly active users for mobile games on Google Play in the second quarter.</p>\n<p>The game also achieved a new record high of more than 150 million peak daily active users in the quarter.</p>\n<p>In the U.S., \"Free Fire\" was also the highest-grossing mobile battle royale game for two consecutive quarters&nbsp;and was the second-highest grossing mobile game on Google Play for the second quarter.</p>\n<p>Bookings were $1.2 billion, up 64.8% year on year. Quarterly active users reached 725.2 million, up 45.1% year-on-year.</p>\n<p>Looking ahead, Sea said it expects bookings for digital entertainment in 2021 to range from $4.5 billion and $4.7 billion, up 44.4% from 2020 at the midpoint of the revised guidance.</p>\n<p>The company also expects revenue for e-commerce to range from $4.7 billion and $4.9 billion, up 121.5% growth from 2020 at the midpoint of the revised guidance.</p>\n<h4>Dominance in a digital economy</h4>\n<p>Sea Limited is a conglomerate of digital products and services that include e-commerce, gaming, and digital payments. Its business segments dominate the market in SEA, much as Amazon dominates e-commerce in the United States.</p>\n<p>According to a Google report, the SEA region's digital economy is worth (shown as GMV, or gross marketplace volume) approximately $100 billion as of 2020. Sea Limited captured $35.4 billion of that through its e-commerce business, Shopee, alone in 2020. Sea's management claims that Shopee is the most popular shopping app in SEA by monthly active users and time spent on the app. This level of engagement shows up in the financials. Shopee's GMV grew to $12.6 billion in 2021 Q1, a 103% increase year over year.</p>\n<p>Sea's business goes well beyond e-commerce. It owns a payments business called Sea Money that offers mobile wallet services to 26.1 million paying users. Digital entertainment is Sea's third segment, which houses its game development studio, Garena, creator of Free Fire, the world's most downloaded mobile game in 2020.</p>\n<p>Sea Limited's strong presence in e-commerce, payments, and gaming has fueled the company's growth trajectory thanks to the digital nature of the economy in SEA. Sea Limited generated just $345 million in revenue in 2016, but the company is expected to do $8.3 billion in 2021, growing 95% per year over this stretch.</p>\n<p>Sea Limited could be positioned to continue its rapid growth over the coming years. Roughly half of the 670 million inhabitants of SEA are under the age of 30, and 68% of households use smartphones.</p>\n<p>Meantime,&nbsp;Sea Limited has expanded aggressively, pushing into Latin America for new expansion opportunities. Sea Limited started by launching Shopee in Brazil in late 2019 and is using the popularity of Free Fire to gain recognition, making Shopee the only licensed seller of Free Fire merchandise and signing a deal to become an official sponsor of Brazil's national football team. These moves have helped the Shopee app grab an 18% market share in less than two years.</p>\n<p>Sea Ltd is growing rapidly, yet doesn't appear overvalued at the current price.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157369196","content_text":"Asian e-commerce and gaming company Sea Limited reported second-quarter results on Tuesday that topped revenue estimates as it raised guidance. The stock was up more than 600% in just two years.\nSea said revenue totaled $2.3 billion, up 158.6% year over year, exceeding analysts' estimates of $1.97 billion.\nThe company reported an adjusted loss of 61 cents a share, while analysts expected Sea to report an adjusted loss of 51 cents.\nE-commerce revenue rose 160.7% to $1.2 billion, while digital entertainment revenue rose 166.8% to $1 billion.\nSea said its \"Free Fire\" game reached more than 1 billion downloads on Google Play and ranked third globally by average monthly active users for mobile games on Google Play in the second quarter.\nThe game also achieved a new record high of more than 150 million peak daily active users in the quarter.\nIn the U.S., \"Free Fire\" was also the highest-grossing mobile battle royale game for two consecutive quarters and was the second-highest grossing mobile game on Google Play for the second quarter.\nBookings were $1.2 billion, up 64.8% year on year. Quarterly active users reached 725.2 million, up 45.1% year-on-year.\nLooking ahead, Sea said it expects bookings for digital entertainment in 2021 to range from $4.5 billion and $4.7 billion, up 44.4% from 2020 at the midpoint of the revised guidance.\nThe company also expects revenue for e-commerce to range from $4.7 billion and $4.9 billion, up 121.5% growth from 2020 at the midpoint of the revised guidance.\nDominance in a digital economy\nSea Limited is a conglomerate of digital products and services that include e-commerce, gaming, and digital payments. Its business segments dominate the market in SEA, much as Amazon dominates e-commerce in the United States.\nAccording to a Google report, the SEA region's digital economy is worth (shown as GMV, or gross marketplace volume) approximately $100 billion as of 2020. Sea Limited captured $35.4 billion of that through its e-commerce business, Shopee, alone in 2020. Sea's management claims that Shopee is the most popular shopping app in SEA by monthly active users and time spent on the app. This level of engagement shows up in the financials. Shopee's GMV grew to $12.6 billion in 2021 Q1, a 103% increase year over year.\nSea's business goes well beyond e-commerce. It owns a payments business called Sea Money that offers mobile wallet services to 26.1 million paying users. Digital entertainment is Sea's third segment, which houses its game development studio, Garena, creator of Free Fire, the world's most downloaded mobile game in 2020.\nSea Limited's strong presence in e-commerce, payments, and gaming has fueled the company's growth trajectory thanks to the digital nature of the economy in SEA. Sea Limited generated just $345 million in revenue in 2016, but the company is expected to do $8.3 billion in 2021, growing 95% per year over this stretch.\nSea Limited could be positioned to continue its rapid growth over the coming years. Roughly half of the 670 million inhabitants of SEA are under the age of 30, and 68% of households use smartphones.\nMeantime, Sea Limited has expanded aggressively, pushing into Latin America for new expansion opportunities. Sea Limited started by launching Shopee in Brazil in late 2019 and is using the popularity of Free Fire to gain recognition, making Shopee the only licensed seller of Free Fire merchandise and signing a deal to become an official sponsor of Brazil's national football team. These moves have helped the Shopee app grab an 18% market share in less than two years.\nSea Ltd is growing rapidly, yet doesn't appear overvalued at the current price.","news_type":1,"symbols_score_info":{"SE":0.9}},"isVote":1,"tweetType":1,"viewCount":1021,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":804662450,"gmtCreate":1627954591170,"gmtModify":1703498474151,"author":{"id":"4087973028773570","authorId":"4087973028773570","name":"Hironori","avatar":"https://static.tigerbbs.com/28d7b770ea0fe8e113b862847e2a4d39","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087973028773570","idStr":"4087973028773570"},"themes":[],"htmlText":"Nice ??","listText":"Nice ??","text":"Nice ??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/804662450","repostId":"1155693481","repostType":4,"repost":{"id":"1155693481","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1627913458,"share":"https://ttm.financial/m/news/1155693481?lang=en_US&edition=fundamental","pubTime":"2021-08-02 22:10","market":"us","language":"en","title":"Tesla rose nearly 5% in morning trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1155693481","media":"Tiger Newspress","summary":" $Tesla Motors$ rose nearly 5% in morning trading.Elon Musk confirms Tesla AI Day will be on August 19.In addition ,Last Thursday, Benzinga Proalerted its users Tesla hadfiled a patentthat would allow it to recover and recycle nickel and cobalt from old lithium-ion EV batteries.The patent, titled “Metal Sulfate Manufacturing System via Electrochemical Dissolution,” would allow the EV and technology company to recover the two crucial raw battery metals and reuse them making its supply chain more ","content":"<p>(August 2)&nbsp;<a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a> rose nearly 5% in morning trading.</p>\n<p>Elon Musk confirms Tesla AI Day will be on August 19.</p>\n<p>In&nbsp;addition&nbsp;,Last Thursday,&nbsp;Benzinga Proalerted its users Tesla hadfiled a patentthat would allow it to recover and recycle nickel and cobalt from old lithium-ion EV batteries.</p>\n<p>The patent, titled “Metal Sulfate Manufacturing System via Electrochemical Dissolution,” would allow the EV and technology company to recover the two crucial raw battery metals and reuse them making its supply chain more efficient.</p>\n<p><img src=\"https://static.tigerbbs.com/9faf5c64c1d04f0efe8c72c78addc130\" tg-width=\"725\" tg-height=\"633\" referrerpolicy=\"no-referrer\"></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>Tesla rose nearly 5% in morning trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla rose nearly 5% in morning trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-08-02 22:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(August 2)&nbsp;<a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a> rose nearly 5% in morning trading.</p>\n<p>Elon Musk confirms Tesla AI Day will be on August 19.</p>\n<p>In&nbsp;addition&nbsp;,Last Thursday,&nbsp;Benzinga Proalerted its users Tesla hadfiled a patentthat would allow it to recover and recycle nickel and cobalt from old lithium-ion EV batteries.</p>\n<p>The patent, titled “Metal Sulfate Manufacturing System via Electrochemical Dissolution,” would allow the EV and technology company to recover the two crucial raw battery metals and reuse them making its supply chain more efficient.</p>\n<p><img src=\"https://static.tigerbbs.com/9faf5c64c1d04f0efe8c72c78addc130\" tg-width=\"725\" tg-height=\"633\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155693481","content_text":"(August 2) Tesla Motors rose nearly 5% in morning trading.\nElon Musk confirms Tesla AI Day will be on August 19.\nIn addition ,Last Thursday, Benzinga Proalerted its users Tesla hadfiled a patentthat would allow it to recover and recycle nickel and cobalt from old lithium-ion EV batteries.\nThe patent, titled “Metal Sulfate Manufacturing System via Electrochemical Dissolution,” would allow the EV and technology company to recover the two crucial raw battery metals and reuse them making its supply chain more efficient.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":1261,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":173238832,"gmtCreate":1626661326826,"gmtModify":1703762890895,"author":{"id":"4087973028773570","authorId":"4087973028773570","name":"Hironori","avatar":"https://static.tigerbbs.com/28d7b770ea0fe8e113b862847e2a4d39","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087973028773570","idStr":"4087973028773570"},"themes":[],"htmlText":"Nice information","listText":"Nice information","text":"Nice information","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/173238832","repostId":"1136441155","repostType":4,"repost":{"id":"1136441155","kind":"news","pubTimestamp":1626659100,"share":"https://ttm.financial/m/news/1136441155?lang=en_US&edition=fundamental","pubTime":"2021-07-19 09:45","market":"us","language":"en","title":"What You Need to Know about SPACs – Wall Street’s Hottest Trend","url":"https://stock-news.laohu8.com/highlight/detail?id=1136441155","media":"FX Empire","summary":"Recently, U.S cryptocurrency exchange “Bullish” announced it is aiming for a $9 billion listing on t","content":"<p>Recently, U.S cryptocurrency exchange “Bullish” announced it is aiming for a $9 billion listing on the&nbsp;New York Stock Exchangevia a merger with Far Peak Acquisition Corporation, a special purpose acquisition company (SPAC).</p>\n<p>While many were focusing on what this transaction will mean to the crypto industry, others were asking, what is a SPAC and why should I learn about it? Still, others want to know if it’s an investment strategy that’s here to stay or another Wall Street fad.</p>\n<ul>\n <li><p>What is a special purpose acquisition company (SPAC)?</p></li>\n <li><p>How is a SPAC Formed?</p></li>\n <li><p>How Does a SPAC Operate?</p></li>\n <li><p>Time is of the Essence</p></li>\n <li><p>What are the Advantages of a SPAC and Who Benefits?</p></li>\n <li><p>Are There Any Pitfalls?</p></li>\n <li><p>What are Some High-Profile Examples of SPACs?</p></li>\n</ul>\n<p>What is a Special Purpose Acquisition Company (SPAC)?</p>\n<p>According to most legal sources, a special purpose acquisition company (SPAC) is a company with no commercial operations that is formed strictly to raise capital through an initial public offering (IPO) for the purpose of acquiring an existing company.</p>\n<p>SPACs aren’t new. They have been around for decades, but have recently become more popular because low yields have driven investors to seek alternative ways to increase their capital. Not only have they become popular with sophisticated, high-wealth individuals, but they have also drawn the attention of underwriters who envision a big payday in the form of commissions and fees.</p>\n<p>SPAC IPOs have seen a resurgent interest since 2014, with increasing amounts of capital flowing to them.</p>\n<ul>\n <li><p>2014:&nbsp; $1.8 billion across 12 SPAC IPOs</p></li>\n <li><p>2015:&nbsp; $3.9 billion across 20 SPAC IPOs</p></li>\n <li><p>2016:&nbsp; $3.5 billion across 13 SPAC IPOs</p></li>\n <li><p>2017:&nbsp; $10.1 billion across 34 SPAC IPOs</p></li>\n <li><p>2018:&nbsp; $10.7 billion across 46 SPAC IPOs</p></li>\n <li><p>2019:&nbsp; $13.6 billion across 59 SPAC IPOs</p></li>\n <li><p>2020:&nbsp; $83.3 billion across 248 SPAC IPO</p></li>\n</ul>\n<p>How is a SPAC Formed?</p>\n<p>A SPAC is created, or sponsored, by a team of institutional investors, Wall Street professionals from the world of private equity or hedge funds. They create this entity that has no commercial operations. It makes no products and does not sell anything. In fact, the SPAC’s only assets are typically the money raised in its own IPO, according to the Security and Exchange Commission (SEC).</p>\n<p>What’s interesting about a SPAC is that when it raises money, the investors buying into its IPO do not know what the eventual acquisition target company will be. That’s part of its mystique, however, since institutional investors with track records of success can more easily convince other investors to invest in the unknown. Due to this, a SPAC is also often called a “blank check company.”</p>\n<p>How Does a SPAC Operate?</p>\n<p>After the SPAC is legally created, it now needs cash to create the capital needed to do the acquiring of another company, for example, in the future. Remember, the SPAC is not going to raise money to buy equipment, computers, software, or even pay rent. It needs the money to buy what is often referred to as the “eventual acquisition target company”.</p>\n<p>A SPAC will raise the money it needs through its own IPO. CNBC says that SPAC IPOs are usually priced at $10 a share. Once the initial capital is raised, the money goes into an interest-bearing trust account until the SPAC’s founders or management team finds a private company looking to go public through an acquisition.</p>\n<p>Legal experts say that once an acquisition is completed (with SPAC shareholders voting to approve the deal), the SPAC’s investors can either swap their shares for shares of the merged company or redeem their SPAC shares to get back their original investment, plus the interest accrued while that money was in trust. The SPAC sponsors typically get about 20% stake in the final, merged company.</p>\n<p>Time is of the Essence</p>\n<p>Once SPAC sponsors raise the capital they need to go to work acquiring companies, they can’t sit on the funds forever, even if they are protected by trust and earning interest. SPAC sponsors also have a deadline by which they have to find a suitable deal, typically within about two years of the IPO. Otherwise, the SPAC is liquidated and investors get their money back with interest.</p>\n<p>What are the Advantages of a SPAC and Who Benefits?</p>\n<p>Owners of smaller companies find selling to a SPAC more profitable because the sale often adds about 20% to the price of the deal compared to a typical private equity deal. Additionally, being acquired by a SPAC can also offer business owners what is essentially a faster IPO process under the guidance of an experienced partner, with less worry about the swings in broader market sentiment.</p>\n<p>Business owners are often worried about extreme market volatility or the fear that weak investor sentiment could force the postponement of an IPO. By dealing directly with the SPAC, these worries are essentially eliminated.</p>\n<p>Furthermore, a deal with a SPAC can be wrapped up in just a few months versus the traditional process of registering an IPO with the SEC, which can take up to six months.</p>\n<p>Basically, the key advantage is a business owner can get his money faster and without a lot of government tape.</p>\n<p>Are There Any Pitfalls?</p>\n<p>Nothing is guaranteed and SPACs are no exception to that rule. Although they are extremely popular in 2021 for large institutional investors and other billionaire backers, this trend can go away quickly if “something better” comes along.</p>\n<p>Other factors that could determine its long-term popularity include the fact that target companies run the risk of having their acquisition rejected by SPAC shareholders. Even the rich get cold feet about a deal. Furthermore, investors are literally going blindly into the investment.</p>\n<p>SPACs will probably retain their popularity until the major players decide to let the smaller investors into the game. That’s usually when the rules change and the government regulations get tougher in order to protect undercapitalized investors from losing all their money.</p>\n<p>What are Some High-Profile Examples of SPACs?</p>\n<p>We don’t know yet how the SPAC for Bullish will play out because it was just announced. But since it involves cryptocurrencies, it will probably become a profitable venture since investors looking to get aboard the craze have been throwing money at the asset class.</p>\n<p>High-profile SPACs like&nbsp;DraftKings&nbsp;and&nbsp;Virgin Galactic&nbsp;have performed well for investors, but that hasn’t always been the case with average returns from SPAC mergers completed between 2015 and 2020 falling short of the average post-market return for investors from an IPO.</p>\n<p>A noted prominent short-seller of SPACs said, “a business model that incentivizes promoters to do something – anything – with other people’s money is bound to lead to significant value destruction on occasion.”</p>\n<p>Like any investment, it pays to do your homework before putting money into a SPAC.</p>","source":"lsy1612507957220","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>What You Need to Know about SPACs – Wall Street’s Hottest Trend</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\">\nWhat You Need to Know about SPACs – Wall Street’s Hottest Trend\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-19 09:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/know-spacs-wall-street-hottest-080757555.html><strong>FX Empire</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Recently, U.S cryptocurrency exchange “Bullish” announced it is aiming for a $9 billion listing on the New York Stock Exchangevia a merger with Far Peak Acquisition Corporation, a special purpose ...</p>\n\n<a href=\"https://finance.yahoo.com/news/know-spacs-wall-street-hottest-080757555.html\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"FPAC":"Far Peak Acquisition Corp","SPCE":"维珍银河","DKNG":"DraftKings Inc."},"source_url":"https://finance.yahoo.com/news/know-spacs-wall-street-hottest-080757555.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136441155","content_text":"Recently, U.S cryptocurrency exchange “Bullish” announced it is aiming for a $9 billion listing on the New York Stock Exchangevia a merger with Far Peak Acquisition Corporation, a special purpose acquisition company (SPAC).\nWhile many were focusing on what this transaction will mean to the crypto industry, others were asking, what is a SPAC and why should I learn about it? Still, others want to know if it’s an investment strategy that’s here to stay or another Wall Street fad.\n\nWhat is a special purpose acquisition company (SPAC)?\nHow is a SPAC Formed?\nHow Does a SPAC Operate?\nTime is of the Essence\nWhat are the Advantages of a SPAC and Who Benefits?\nAre There Any Pitfalls?\nWhat are Some High-Profile Examples of SPACs?\n\nWhat is a Special Purpose Acquisition Company (SPAC)?\nAccording to most legal sources, a special purpose acquisition company (SPAC) is a company with no commercial operations that is formed strictly to raise capital through an initial public offering (IPO) for the purpose of acquiring an existing company.\nSPACs aren’t new. They have been around for decades, but have recently become more popular because low yields have driven investors to seek alternative ways to increase their capital. Not only have they become popular with sophisticated, high-wealth individuals, but they have also drawn the attention of underwriters who envision a big payday in the form of commissions and fees.\nSPAC IPOs have seen a resurgent interest since 2014, with increasing amounts of capital flowing to them.\n\n2014:  $1.8 billion across 12 SPAC IPOs\n2015:  $3.9 billion across 20 SPAC IPOs\n2016:  $3.5 billion across 13 SPAC IPOs\n2017:  $10.1 billion across 34 SPAC IPOs\n2018:  $10.7 billion across 46 SPAC IPOs\n2019:  $13.6 billion across 59 SPAC IPOs\n2020:  $83.3 billion across 248 SPAC IPO\n\nHow is a SPAC Formed?\nA SPAC is created, or sponsored, by a team of institutional investors, Wall Street professionals from the world of private equity or hedge funds. They create this entity that has no commercial operations. It makes no products and does not sell anything. In fact, the SPAC’s only assets are typically the money raised in its own IPO, according to the Security and Exchange Commission (SEC).\nWhat’s interesting about a SPAC is that when it raises money, the investors buying into its IPO do not know what the eventual acquisition target company will be. That’s part of its mystique, however, since institutional investors with track records of success can more easily convince other investors to invest in the unknown. Due to this, a SPAC is also often called a “blank check company.”\nHow Does a SPAC Operate?\nAfter the SPAC is legally created, it now needs cash to create the capital needed to do the acquiring of another company, for example, in the future. Remember, the SPAC is not going to raise money to buy equipment, computers, software, or even pay rent. It needs the money to buy what is often referred to as the “eventual acquisition target company”.\nA SPAC will raise the money it needs through its own IPO. CNBC says that SPAC IPOs are usually priced at $10 a share. Once the initial capital is raised, the money goes into an interest-bearing trust account until the SPAC’s founders or management team finds a private company looking to go public through an acquisition.\nLegal experts say that once an acquisition is completed (with SPAC shareholders voting to approve the deal), the SPAC’s investors can either swap their shares for shares of the merged company or redeem their SPAC shares to get back their original investment, plus the interest accrued while that money was in trust. The SPAC sponsors typically get about 20% stake in the final, merged company.\nTime is of the Essence\nOnce SPAC sponsors raise the capital they need to go to work acquiring companies, they can’t sit on the funds forever, even if they are protected by trust and earning interest. SPAC sponsors also have a deadline by which they have to find a suitable deal, typically within about two years of the IPO. Otherwise, the SPAC is liquidated and investors get their money back with interest.\nWhat are the Advantages of a SPAC and Who Benefits?\nOwners of smaller companies find selling to a SPAC more profitable because the sale often adds about 20% to the price of the deal compared to a typical private equity deal. Additionally, being acquired by a SPAC can also offer business owners what is essentially a faster IPO process under the guidance of an experienced partner, with less worry about the swings in broader market sentiment.\nBusiness owners are often worried about extreme market volatility or the fear that weak investor sentiment could force the postponement of an IPO. By dealing directly with the SPAC, these worries are essentially eliminated.\nFurthermore, a deal with a SPAC can be wrapped up in just a few months versus the traditional process of registering an IPO with the SEC, which can take up to six months.\nBasically, the key advantage is a business owner can get his money faster and without a lot of government tape.\nAre There Any Pitfalls?\nNothing is guaranteed and SPACs are no exception to that rule. Although they are extremely popular in 2021 for large institutional investors and other billionaire backers, this trend can go away quickly if “something better” comes along.\nOther factors that could determine its long-term popularity include the fact that target companies run the risk of having their acquisition rejected by SPAC shareholders. Even the rich get cold feet about a deal. Furthermore, investors are literally going blindly into the investment.\nSPACs will probably retain their popularity until the major players decide to let the smaller investors into the game. That’s usually when the rules change and the government regulations get tougher in order to protect undercapitalized investors from losing all their money.\nWhat are Some High-Profile Examples of SPACs?\nWe don’t know yet how the SPAC for Bullish will play out because it was just announced. But since it involves cryptocurrencies, it will probably become a profitable venture since investors looking to get aboard the craze have been throwing money at the asset class.\nHigh-profile SPACs like DraftKings and Virgin Galactic have performed well for investors, but that hasn’t always been the case with average returns from SPAC mergers completed between 2015 and 2020 falling short of the average post-market return for investors from an IPO.\nA noted prominent short-seller of SPACs said, “a business model that incentivizes promoters to do something – anything – with other people’s money is bound to lead to significant value destruction on occasion.”\nLike any investment, it pays to do your homework before putting money into a SPAC.","news_type":1,"symbols_score_info":{"SPCE":0.9,"FPAC":0.9,"DKNG":0.9}},"isVote":1,"tweetType":1,"viewCount":515,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":177927169,"gmtCreate":1627177338951,"gmtModify":1703485052562,"author":{"id":"4087973028773570","authorId":"4087973028773570","name":"Hironori","avatar":"https://static.tigerbbs.com/28d7b770ea0fe8e113b862847e2a4d39","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087973028773570","idStr":"4087973028773570"},"themes":[],"htmlText":"Nice!","listText":"Nice!","text":"Nice!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/177927169","repostId":"1112927800","repostType":4,"repost":{"id":"1112927800","kind":"news","pubTimestamp":1627089375,"share":"https://ttm.financial/m/news/1112927800?lang=en_US&edition=fundamental","pubTime":"2021-07-24 09:16","market":"us","language":"en","title":"Will NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1112927800","media":"seekingalpha","summary":"Let's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.NIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.NIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.Both companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV p","content":"<p><b>Summary</b></p>\n<ul>\n <li>Let's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.</li>\n <li>NIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.</li>\n <li>NIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2f749c70c8a2af3e18d5f6cecc72bfbb\" tg-width=\"1536\" tg-height=\"704\" referrerpolicy=\"no-referrer\"><span>ipopba/iStock via Getty Images</span></p>\n<p><b>Article Thesis</b></p>\n<p>NIO, Inc. (NIO) is one of China's leading EV players, and has, through an attractive brand and its unique BaaS offering, attracted a lot of interest from consumers and investors. Today, however, the company is still way smaller than Tesla (TSLA), which is currently leading the global EV market. NIO is focused on its home market right now, which was true when Tesla was a smaller company as well, but NIO will try to grab market share in overseas markets as well. Shares are pricing in a lot of growth already, but if NIO can replicate Tesla's success, that could be more than justified.</p>\n<p><b>NIO And TSLA Stock Prices</b></p>\n<p>Both companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV pureplays rise rapidly. The combination of growing market share for EVs, accommodating policies such as subsidies for EV purchases, and massive monetary stimulus let shares of NIO and TSLA rise rapidly. NIO is up 245% over the last year, while TSLA is up 101% over the same time. Both companies are currently trading below their all-time highs, however, which were hit in early 2021 before market sentiment for EV pureplays cooled to some degree.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5ff5ce865807df85283775d2293b41af\" tg-width=\"635\" tg-height=\"481\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p>\n<p>Taking a quick look at analyst price targets, we see that Tesla is trading almost perfectly in line with the consensus, whereas NIO trades about 30% below the analyst target. If the analyst community is right, then NIO is a substantially better investment right here, as Tesla is not expected to see its shares rise meaningfully over the next year, whereas NIO has significant upside to the analyst price target.</p>\n<p><b>Is NIO Similar To Tesla?</b></p>\n<p>The answer to that question depends on what you focus on. There are similarities between the two companies, but there are also differences. One could thus say that, in some ways, the two are similar, but in others, they are not. Let's look at a couple of things:</p>\n<p><b>Business Model</b></p>\n<p>Both companies are focused on the EV space, although Tesla has, over the years, been building out a couple of other businesses as well, such as energy storage. Most of Tesla's revenues are generated through selling electric vehicles, which is also how NIO operates. Both companies are focused on the premium segment of EVs, selling higher-priced vehicles that compete with brands such as BMW, Mercedes, and Lexus. Both companies offer a small range of different vehicles, in Tesla's case those are the well-known S, X, 3, and Y, whereas NIO offers a sedan (ET7), and three SUVs (EC6, ES6, ES8). Despite the fact that NIO is a way smaller company today, the model lineups of the two companies do thus not differ too much.</p>\n<p>Both companies offer some type of charging infrastructure to their customers, in Tesla's case, that's the Supercharger network, where Tesla owners can charge their cars with up to 250kW, depending on what version of Supercharger is installed. NIO is following a different approach, offering a battery-as-a-service solution to its customers. NIO owners can get their battery switched out to a fully-charged battery at NIO's stations, a process that takes a couple of minutes and is thus significantly quicker compared to the regular EV charging offered by Tesla and other EV players. BaaS thus has advantages when it comes to the time it takes for a charge/swap, but it should be noted that Tesla's Superchargers are way more common around the world compared to NIO's battery-swapping stations. Rolling out that feature in additional markets will require large capital expenditures, but NIO's offering is a unique selling point compared to what all other EV players, including Tesla, are offering. It remains to be seen whether that will ultimately pay off, but this could become a major advantage for NIO as competition in the EV space is heating up.</p>\n<p><b>Size, growth, and valuation</b></p>\n<p>The two companies differ significantly in size, both when it comes to revenues and vehicle sales, as well as when it comes to the market value of the two companies. NIO has delivered22,000 vehicles in Q2, up 112% year over year, for an annual pace of around 90,000 vehicles. Tesla, meanwhile, has delivered 201,000 vehicles during Q2, up from 103,000 vehicles delivered during Q2 2020. This is strong growth on a year-over-year basis, although slightly below 100%, and thus below the growth rate that NIO is generating for now.</p>\n<p>Tesla delivers around 9x as many vehicles compared to NIO per quarter, when we look at the market capitalizations of the two companies, we see that the ratio is almost exactly the same, as Tesla's market cap of $640 billion is ~9x as high as that of NIO, at $72 billion. At similar growth rates, that would make perfect sense, but it looks like NIO might be the better deal for now, as it trades at a comparable valuation while generating better growth. This will be especially true in the coming quarters, where Tesla's growth is expected to slow down:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a986ea65130206f99961a46ce6cfed55\" tg-width=\"635\" tg-height=\"515\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p>\n<p>Tesla is forecasted to grow its revenue from $49 billion in 2021 to $83 billion in 2023, for an annual growth rate of 30%. NIO, meanwhile, is expected to see its revenue explode upwards from $5.4 billion to $12.8 billion between 2021 and 2023, for an annual growth rate of 54%. NIO is thus expected to grow way faster than Tesla over the next two years, on a relative basis. This shouldn't be a surprise, to be honest, as the law of large numbers dictates that maintaining massive growth rates becomes increasingly hard for a company the bigger it gets, and Tesla seems to have hit that point by now -- adding 50%+ a year to its top line will not be possible forever. This isn't even necessarily Tesla's fault, in fact, many high-quality growth companies have experienced the same. But investors should still consider this important fact -- Tesla's growth in coming years will be less exciting compared to what we have seen in the past, and peers, such as NIO, are growing faster.</p>\n<p>The same holds true when we take a longer-term view. Revenue estimates for 2025 rest at$22.6 billionfor NIO, up another 80% from the 2023 estimate, and up 320% from what analysts are forecasting for 2021. Tesla, meanwhile, is forecasted to generate revenues of $122.5 billion in 2025 -- a large number, but up by a comparatively weak 48% from 2023, and up by a total of 150% versus 2021. Between 2021 and 2025, NIO will thus 4x its revenue, while Tesla will 2.5x its revenue in the same time span -- a meaningful difference that should, all else equal, allow for a premium valuation for NIO, in the same way Tesla deserves a premium valuation versus legacy players such as Volkswagen (OTCPK:VWAGY).</p>\n<p>Looking at revenue estimates for 2025 relative to how the two companies are valued today, we see that NIO trades at 3.2x 2025 sales, while the 2025 sales multiple for Tesla is 5.2. For a long-term oriented investor, NIO thus seems like the better value today, thanks to the fact that it is trading at a significantly lower sales multiple when we take a look into the future. This does not necessarily mean that NIO is cheap, however, as even a 3.2x 2025 sales multiple is relatively high compared to how legacy auto companies are valued. NIO is looking less expensive than Tesla, however, even if its shares are not cheap on an absolute basis.</p>\n<p><b>Can NIO Be Worth As Much As Tesla?</b></p>\n<p>The answer to that depends on what time frame you are looking at. Today, NIO is significantly smaller than Tesla and thus rightfully trades at a way smaller market cap. It should also be noted that there is no guarantee that Tesla's shares are a great example of how an EV company should be valued -- it is, at least, possible that its shares are significantly&nbsp;overpriced&nbsp;today, I personally believe that as well (Note that some will argue that shares are&nbsp;underpriced, which is also among the possibilities, although I do not hold that belief personally).</p>\n<p>When we do, for a moment, assume that Tesla is correctly valued today and that EV companies do deserve a market cap in the $600 billion range when they sell about 800,000 vehicles a year, then NIO could eventually hit that as well, although not in the near term. NIO will sell about 90,000 vehicles this year, and that amount should grow to about 400,000 in 2025. If NIO were to grow its sales by 15% a year beyond that point, it could sell around 800,000 cars in 2030, or 9 years from now. If one wants to assume faster growth, the 800,000 vehicles a year line could also be crossed before 2030, e.g. in 2028 or 2029. If we do go with 2030 for now, then NIO could, at a similar deliveries-to-market capitalization ratio to Tesla, be valued at $600+ billion in 2030. In other words, NIO could be worth as much as Tesla (today) in nine years, when we assume that current growth projections are realistic and that a Tesla-like valuation is appropriate. Those are two major ifs, of course, and especially the second point is far from certain, I believe. I personally would not be too surprised to see Tesla's valuation compress, and thus NIO could trade well below the $600 billion market cap level in 2030, even if it continues to grow meaningfully. It is also possible that NIO's growth disappoints and that current projections are too bullish, although I think that NIO is well-positioned for growth thanks to its unique BaaS model and its strong brand that is especially well-recognized in its home market.</p>\n<p>It should also be noted that Tesla's market cap in 2030 could be very different from $600 billion, thus even in case NIO hits that level, it is not at all guaranteed that the two companies will have a similar market cap. Tesla might be valued at a way higher valuation by then, e.g. if the ARK model is right (something I personally think is unlikely). To answer the above question, one could thus say that NIO might be worth hundreds of billions of dollars, like Tesla, in 8-10 years, but that is not at all guaranteed. And even if that were to happen, Tesla might be worth significantly more by then.</p>\n<p><b>Is NIO A Good Stock To Buy Or Sell Now?</b></p>\n<p>When considering NIO as an investment, it doesn't really matter all that much whether it will become as large or highly valued as Tesla eventually. Instead, investors should ask themselves what total returns they can expect over the next couple of years, and whether those expected returns are high enough relative to the risks in NIO's business model. Regarding those risks, one should mention the fact that the company isn't profitable yet, which means that NIO is dependent on cash on its balance sheet for growth investments. On top of that, competition in the EV space is growing, and market share battles could pressure margins in coming years, although NIO seems relatively well-positioned thanks to its battery-swapping, which is, I believe, a strong USP. Last but not least, the company's dependence on its home market China is a potential risk that should be kept in mind, although it should also be noted that, for now, it seems like the Chinese government is very accommodating to Chinese EV companies.</p>\n<p>One could argue that valuations across the whole EV industry are too high, relative to how legacy auto companies are valued. Even those legacy players with attractive EV offerings such as Volkswagen or Ford trade at huge discounts compared to EV pureplays. But if one wants to invest in an EV pureplay, NIO doesn't seem like a bad choice. The company combines a strong brand, a unique BaaS offering, high growth rates, and shares trade at a discount compared to how the EV king Tesla is valued. At a little above 3x 2025 revenue, NIO does not seem overly expensive relative to other EV pureplays, although this still represents a premium versus legacy players, of course. If NIO manages to execute well and continues to roll out new models that are well-received by consumers, its shares could have significant upside potential in the long run. If EV stocks ever become an out-of-favor investment, NIO stock also could have considerable downside, however, this thus is not a low-risk pick. Depending on your risk tolerance, NIO could still be of value if you want a high-growth EV pureplay.</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>Will NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWill NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-24 09:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4440950-will-nio-stock-follow-tesla-what-to-consider-ev-stocks><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nLet's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.\nNIO is a high-growth choice that does not seem overly ...</p>\n\n<a href=\"https://seekingalpha.com/article/4440950-will-nio-stock-follow-tesla-what-to-consider-ev-stocks\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4440950-will-nio-stock-follow-tesla-what-to-consider-ev-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112927800","content_text":"Summary\n\nLet's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.\nNIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.\nNIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.\n\nipopba/iStock via Getty Images\nArticle Thesis\nNIO, Inc. (NIO) is one of China's leading EV players, and has, through an attractive brand and its unique BaaS offering, attracted a lot of interest from consumers and investors. Today, however, the company is still way smaller than Tesla (TSLA), which is currently leading the global EV market. NIO is focused on its home market right now, which was true when Tesla was a smaller company as well, but NIO will try to grab market share in overseas markets as well. Shares are pricing in a lot of growth already, but if NIO can replicate Tesla's success, that could be more than justified.\nNIO And TSLA Stock Prices\nBoth companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV pureplays rise rapidly. The combination of growing market share for EVs, accommodating policies such as subsidies for EV purchases, and massive monetary stimulus let shares of NIO and TSLA rise rapidly. NIO is up 245% over the last year, while TSLA is up 101% over the same time. Both companies are currently trading below their all-time highs, however, which were hit in early 2021 before market sentiment for EV pureplays cooled to some degree.\nData by YCharts\nTaking a quick look at analyst price targets, we see that Tesla is trading almost perfectly in line with the consensus, whereas NIO trades about 30% below the analyst target. If the analyst community is right, then NIO is a substantially better investment right here, as Tesla is not expected to see its shares rise meaningfully over the next year, whereas NIO has significant upside to the analyst price target.\nIs NIO Similar To Tesla?\nThe answer to that question depends on what you focus on. There are similarities between the two companies, but there are also differences. One could thus say that, in some ways, the two are similar, but in others, they are not. Let's look at a couple of things:\nBusiness Model\nBoth companies are focused on the EV space, although Tesla has, over the years, been building out a couple of other businesses as well, such as energy storage. Most of Tesla's revenues are generated through selling electric vehicles, which is also how NIO operates. Both companies are focused on the premium segment of EVs, selling higher-priced vehicles that compete with brands such as BMW, Mercedes, and Lexus. Both companies offer a small range of different vehicles, in Tesla's case those are the well-known S, X, 3, and Y, whereas NIO offers a sedan (ET7), and three SUVs (EC6, ES6, ES8). Despite the fact that NIO is a way smaller company today, the model lineups of the two companies do thus not differ too much.\nBoth companies offer some type of charging infrastructure to their customers, in Tesla's case, that's the Supercharger network, where Tesla owners can charge their cars with up to 250kW, depending on what version of Supercharger is installed. NIO is following a different approach, offering a battery-as-a-service solution to its customers. NIO owners can get their battery switched out to a fully-charged battery at NIO's stations, a process that takes a couple of minutes and is thus significantly quicker compared to the regular EV charging offered by Tesla and other EV players. BaaS thus has advantages when it comes to the time it takes for a charge/swap, but it should be noted that Tesla's Superchargers are way more common around the world compared to NIO's battery-swapping stations. Rolling out that feature in additional markets will require large capital expenditures, but NIO's offering is a unique selling point compared to what all other EV players, including Tesla, are offering. It remains to be seen whether that will ultimately pay off, but this could become a major advantage for NIO as competition in the EV space is heating up.\nSize, growth, and valuation\nThe two companies differ significantly in size, both when it comes to revenues and vehicle sales, as well as when it comes to the market value of the two companies. NIO has delivered22,000 vehicles in Q2, up 112% year over year, for an annual pace of around 90,000 vehicles. Tesla, meanwhile, has delivered 201,000 vehicles during Q2, up from 103,000 vehicles delivered during Q2 2020. This is strong growth on a year-over-year basis, although slightly below 100%, and thus below the growth rate that NIO is generating for now.\nTesla delivers around 9x as many vehicles compared to NIO per quarter, when we look at the market capitalizations of the two companies, we see that the ratio is almost exactly the same, as Tesla's market cap of $640 billion is ~9x as high as that of NIO, at $72 billion. At similar growth rates, that would make perfect sense, but it looks like NIO might be the better deal for now, as it trades at a comparable valuation while generating better growth. This will be especially true in the coming quarters, where Tesla's growth is expected to slow down:\nData by YCharts\nTesla is forecasted to grow its revenue from $49 billion in 2021 to $83 billion in 2023, for an annual growth rate of 30%. NIO, meanwhile, is expected to see its revenue explode upwards from $5.4 billion to $12.8 billion between 2021 and 2023, for an annual growth rate of 54%. NIO is thus expected to grow way faster than Tesla over the next two years, on a relative basis. This shouldn't be a surprise, to be honest, as the law of large numbers dictates that maintaining massive growth rates becomes increasingly hard for a company the bigger it gets, and Tesla seems to have hit that point by now -- adding 50%+ a year to its top line will not be possible forever. This isn't even necessarily Tesla's fault, in fact, many high-quality growth companies have experienced the same. But investors should still consider this important fact -- Tesla's growth in coming years will be less exciting compared to what we have seen in the past, and peers, such as NIO, are growing faster.\nThe same holds true when we take a longer-term view. Revenue estimates for 2025 rest at$22.6 billionfor NIO, up another 80% from the 2023 estimate, and up 320% from what analysts are forecasting for 2021. Tesla, meanwhile, is forecasted to generate revenues of $122.5 billion in 2025 -- a large number, but up by a comparatively weak 48% from 2023, and up by a total of 150% versus 2021. Between 2021 and 2025, NIO will thus 4x its revenue, while Tesla will 2.5x its revenue in the same time span -- a meaningful difference that should, all else equal, allow for a premium valuation for NIO, in the same way Tesla deserves a premium valuation versus legacy players such as Volkswagen (OTCPK:VWAGY).\nLooking at revenue estimates for 2025 relative to how the two companies are valued today, we see that NIO trades at 3.2x 2025 sales, while the 2025 sales multiple for Tesla is 5.2. For a long-term oriented investor, NIO thus seems like the better value today, thanks to the fact that it is trading at a significantly lower sales multiple when we take a look into the future. This does not necessarily mean that NIO is cheap, however, as even a 3.2x 2025 sales multiple is relatively high compared to how legacy auto companies are valued. NIO is looking less expensive than Tesla, however, even if its shares are not cheap on an absolute basis.\nCan NIO Be Worth As Much As Tesla?\nThe answer to that depends on what time frame you are looking at. Today, NIO is significantly smaller than Tesla and thus rightfully trades at a way smaller market cap. It should also be noted that there is no guarantee that Tesla's shares are a great example of how an EV company should be valued -- it is, at least, possible that its shares are significantly overpriced today, I personally believe that as well (Note that some will argue that shares are underpriced, which is also among the possibilities, although I do not hold that belief personally).\nWhen we do, for a moment, assume that Tesla is correctly valued today and that EV companies do deserve a market cap in the $600 billion range when they sell about 800,000 vehicles a year, then NIO could eventually hit that as well, although not in the near term. NIO will sell about 90,000 vehicles this year, and that amount should grow to about 400,000 in 2025. If NIO were to grow its sales by 15% a year beyond that point, it could sell around 800,000 cars in 2030, or 9 years from now. If one wants to assume faster growth, the 800,000 vehicles a year line could also be crossed before 2030, e.g. in 2028 or 2029. If we do go with 2030 for now, then NIO could, at a similar deliveries-to-market capitalization ratio to Tesla, be valued at $600+ billion in 2030. In other words, NIO could be worth as much as Tesla (today) in nine years, when we assume that current growth projections are realistic and that a Tesla-like valuation is appropriate. Those are two major ifs, of course, and especially the second point is far from certain, I believe. I personally would not be too surprised to see Tesla's valuation compress, and thus NIO could trade well below the $600 billion market cap level in 2030, even if it continues to grow meaningfully. It is also possible that NIO's growth disappoints and that current projections are too bullish, although I think that NIO is well-positioned for growth thanks to its unique BaaS model and its strong brand that is especially well-recognized in its home market.\nIt should also be noted that Tesla's market cap in 2030 could be very different from $600 billion, thus even in case NIO hits that level, it is not at all guaranteed that the two companies will have a similar market cap. Tesla might be valued at a way higher valuation by then, e.g. if the ARK model is right (something I personally think is unlikely). To answer the above question, one could thus say that NIO might be worth hundreds of billions of dollars, like Tesla, in 8-10 years, but that is not at all guaranteed. And even if that were to happen, Tesla might be worth significantly more by then.\nIs NIO A Good Stock To Buy Or Sell Now?\nWhen considering NIO as an investment, it doesn't really matter all that much whether it will become as large or highly valued as Tesla eventually. Instead, investors should ask themselves what total returns they can expect over the next couple of years, and whether those expected returns are high enough relative to the risks in NIO's business model. Regarding those risks, one should mention the fact that the company isn't profitable yet, which means that NIO is dependent on cash on its balance sheet for growth investments. On top of that, competition in the EV space is growing, and market share battles could pressure margins in coming years, although NIO seems relatively well-positioned thanks to its battery-swapping, which is, I believe, a strong USP. Last but not least, the company's dependence on its home market China is a potential risk that should be kept in mind, although it should also be noted that, for now, it seems like the Chinese government is very accommodating to Chinese EV companies.\nOne could argue that valuations across the whole EV industry are too high, relative to how legacy auto companies are valued. Even those legacy players with attractive EV offerings such as Volkswagen or Ford trade at huge discounts compared to EV pureplays. But if one wants to invest in an EV pureplay, NIO doesn't seem like a bad choice. The company combines a strong brand, a unique BaaS offering, high growth rates, and shares trade at a discount compared to how the EV king Tesla is valued. At a little above 3x 2025 revenue, NIO does not seem overly expensive relative to other EV pureplays, although this still represents a premium versus legacy players, of course. If NIO manages to execute well and continues to roll out new models that are well-received by consumers, its shares could have significant upside potential in the long run. If EV stocks ever become an out-of-favor investment, NIO stock also could have considerable downside, however, this thus is not a low-risk pick. Depending on your risk tolerance, NIO could still be of value if you want a high-growth EV pureplay.","news_type":1,"symbols_score_info":{"TSLA":0.9,"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":1356,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":837348874,"gmtCreate":1629859499598,"gmtModify":1676530154637,"author":{"id":"4087973028773570","authorId":"4087973028773570","name":"Hironori","avatar":"https://static.tigerbbs.com/28d7b770ea0fe8e113b862847e2a4d39","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087973028773570","idStr":"4087973028773570"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/837348874","repostId":"839561366","repostType":1,"repost":{"id":839561366,"gmtCreate":1629166923855,"gmtModify":1676529951615,"author":{"id":"3556134694513016","authorId":"3556134694513016","name":"3Fs","avatar":"https://static.tigerbbs.com/26cf959de8173b4a8aaee5e8568a8eff","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3556134694513016","idStr":"3556134694513016"},"themes":[],"title":"Executing a Game Plan on Averaging Down Investment Strategy","htmlText":"I wrote about the importance of having the right mental mindset in order to enact a perfect execution strategy in investing.In this article, we’ll explore a little deeper about devising a game plan on&nbsp;Averaging Down&nbsp;as an investment strategy.Do note that the focus is primarily on fundamentals first, technical second. As such, as and when we find that there is sufficient value in the company, we will consider purchasing and will use technical to aid our entry and exit positions.Is Averaging Down an Effective Strategy:First, you need to have resources or what we often termed it as&nbsp;warchest.In an ideal world where we have unlimited warchest, that would be nice.In a real world, many of us have a limited resource.Our funds are likely to be limited and even so, we want to cap the","listText":"I wrote about the importance of having the right mental mindset in order to enact a perfect execution strategy in investing.In this article, we’ll explore a little deeper about devising a game plan on&nbsp;Averaging Down&nbsp;as an investment strategy.Do note that the focus is primarily on fundamentals first, technical second. As such, as and when we find that there is sufficient value in the company, we will consider purchasing and will use technical to aid our entry and exit positions.Is Averaging Down an Effective Strategy:First, you need to have resources or what we often termed it as&nbsp;warchest.In an ideal world where we have unlimited warchest, that would be nice.In a real world, many of us have a limited resource.Our funds are likely to be limited and even so, we want to cap the","text":"I wrote about the importance of having the right mental mindset in order to enact a perfect execution strategy in investing.In this article, we’ll explore a little deeper about devising a game plan on Averaging Down as an investment strategy.Do note that the focus is primarily on fundamentals first, technical second. As such, as and when we find that there is sufficient value in the company, we will consider purchasing and will use technical to aid our entry and exit positions.Is Averaging Down an Effective Strategy:First, you need to have resources or what we often termed it as warchest.In an ideal world where we have unlimited warchest, that would be nice.In a real world, many of us have a limited resource.Our funds are likely to be limited and even so, we want to cap the","images":[{"img":"https://static.tigerbbs.com/fc91738e34de3415a5934b20a87ff725","width":"828","height":"128"},{"img":"https://static.tigerbbs.com/53db708ef53e9ede6523833aadeac99b","width":"1024","height":"508"},{"img":"https://static.tigerbbs.com/2af63960cb6fcb2f24c72e2da8283a70","width":"2154","height":"920"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/839561366","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1102,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}