Divaker personal page - To The Moon

Divaker

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2023-07-19

$Recursion Pharmaceuticals, Inc.(RXRX)$ To the moon!!!!

2023-07-19

$Palantir Technologies Inc.(PLTR)$

2022-01-07

Yo

Down Over 70% in 2021, These 2 Stocks Have 10X Potential

2022-01-10

$Tesla Motors(TSLA)$fundamentals best everything. Buy more with conviction. Sell if you're stupid.

2021-07-27

Fgvhgh

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2021-07-26

Let’s see

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2022-01-13

Wow

U.S. Inflation Hits 39-Year High of 7%, Sets Stage for Fed Hike

2022-01-19

Nice

Microsoft Takes Out Activision: Everything You Need To Know

2022-01-10

Black Rock the best

What to Watch as Fourth-Quarter Earnings Season Begins?

2022-01-13

No brainer. Just buy and hodl. No paper hands!!

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href=\"https://ttm.financial/S/RXRX\">$Recursion Pharmaceuticals, Inc.(RXRX)$&nbsp;</a>To the moon!!!!","listText":"<a href=\"https://ttm.financial/S/RXRX\">$Recursion Pharmaceuticals, Inc.(RXRX)$&nbsp;</a>To the moon!!!!","text":"$Recursion Pharmaceuticals, Inc.(RXRX)$ To the moon!!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/199612874522640","isVote":1,"tweetType":1,"viewCount":2070,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":199424181330032,"gmtCreate":1689722784793,"gmtModify":1689722787428,"author":{"id":"4088386203148510","authorId":"4088386203148510","name":"Divaker","avatar":"https://static.tigerbbs.com/9e435a4bfc3b2b1a28ed7d3cae0516cf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088386203148510","authorIdStr":"4088386203148510"},"themes":[],"htmlText":"<a 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href=\"https://ttm.financial/S/09988\">$Alibaba(09988)$&nbsp;</a><v-v data-views=\"1\"></v-v>Come on.&nbsp; Fundamentals trumps temp news. Eventually this stock will hit 200. No reason to sell now.&nbsp;","listText":"<a href=\"https://ttm.financial/S/09988\">$Alibaba(09988)$&nbsp;</a><v-v data-views=\"1\"></v-v>Come on.&nbsp; Fundamentals trumps temp news. Eventually this stock will hit 200. No reason to sell now.&nbsp;","text":"$Alibaba(09988)$ Come on. Fundamentals trumps temp news. Eventually this stock will hit 200. No reason to sell now.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9945922275","isVote":1,"tweetType":1,"viewCount":1978,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9942677100,"gmtCreate":1681222972301,"gmtModify":1681222975314,"author":{"id":"4088386203148510","authorId":"4088386203148510","name":"Divaker","avatar":"https://static.tigerbbs.com/9e435a4bfc3b2b1a28ed7d3cae0516cf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088386203148510","authorIdStr":"4088386203148510"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$Alibaba(BABA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9942677100","isVote":1,"tweetType":1,"viewCount":2277,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941125913,"gmtCreate":1680068438432,"gmtModify":1680068441410,"author":{"id":"4088386203148510","authorId":"4088386203148510","name":"Divaker","avatar":"https://static.tigerbbs.com/9e435a4bfc3b2b1a28ed7d3cae0516cf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088386203148510","authorIdStr":"4088386203148510"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/09988\">$Alibaba(09988)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/09988\">$Alibaba(09988)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$Alibaba(09988)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941125913","isVote":1,"tweetType":1,"viewCount":2409,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943515437,"gmtCreate":1679554417229,"gmtModify":1679554420069,"author":{"id":"4088386203148510","authorId":"4088386203148510","name":"Divaker","avatar":"https://static.tigerbbs.com/9e435a4bfc3b2b1a28ed7d3cae0516cf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088386203148510","authorIdStr":"4088386203148510"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$S&P 500(.SPX)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943515437","isVote":1,"tweetType":1,"viewCount":2108,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9004872190,"gmtCreate":1642563739515,"gmtModify":1676533723643,"author":{"id":"4088386203148510","authorId":"4088386203148510","name":"Divaker","avatar":"https://static.tigerbbs.com/9e435a4bfc3b2b1a28ed7d3cae0516cf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088386203148510","authorIdStr":"4088386203148510"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9004872190","repostId":"1145231721","repostType":4,"repost":{"id":"1145231721","kind":"news","pubTimestamp":1642560526,"share":"https://ttm.financial/m/news/1145231721?lang=en_US&edition=fundamental","pubTime":"2022-01-19 10:48","market":"us","language":"en","title":"Microsoft Takes Out Activision: Everything You Need To Know","url":"https://stock-news.laohu8.com/highlight/detail?id=1145231721","media":"Seeking Alpha","summary":"SummaryMicrosoft will acquire Activision Blizzard for $95 per share.This makes for a hefty premium c","content":"<html><head></head><body><p>Summary</p><ul><li>Microsoft will acquire Activision Blizzard for $95 per share.</li><li>This makes for a hefty premium compared to where ATVI traded in recent months, but ATVI traded at higher prices one year ago.</li><li>This deal makes a lot of sense for MSFT, as it will be accretive while there is also a strategic rationale to get gaming IP.</li><li>Looking for a helping hand in the market? Members of Cash Flow Kingdom get exclusive ideas and guidance to navigate any climate.</li></ul><p>Activision Blizzard, Inc. (ATVI), a leading gaming company, is getting acquired by Microsoft (MSFT), one of the largest tech companies in the world. The deal allows for compelling share price gains for those that bought into ATVI in the recent past when shares were pretty inexpensive. At the same time, I do believe that the takeover also makes a lot of sense for Microsoft. Not only is the deal immediately accretive thanks to ATVI&#39;s not very demanding valuation, but Microsoft is also able to access strong intellectual properties and will grow its strategic gaming division massively thanks to this takeover.</p><p><b>ATVI Overview</b></p><p>Activision Blizzard is a company that was, in its current form, created in 2007 when Vivendi (which owned Blizzard) and Activision agreed on a merger. Activision Blizzard is one of the largest gaming companies in the world, with annual sales of around $10 billion. Its intellectual property includes many established and sought-after franchises, including the Call of Duty franchise, the Tony Hawk franchise, the Warcraft and StarCraft franchises, the Diablo franchise, and many more. Some of the company&#39;s products utilize a free-to-play approach where in-game upgrades etc. can be purchased, such as Candy Crush. Other titles, such as the CoD franchise, come with a one-time purchase price, while others, such as World of Warcraft, require a monthly subscription fee. Some of the company&#39;s IP can be seen in the following graphic:</p><p><img src=\"https://static.tigerbbs.com/2f0c27788cd938b9ac5d39da69065280\" tg-width=\"640\" tg-height=\"580\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>ATVI IP</p><p><b>ATVI presentation</b></p><p>There is a wide range of products addressing different groups of gamers across age groups, platforms (mobile, PC, gaming consoles), and content. This allows ATVI to address hundreds of millions of gamers with its products, although it should be noted that many of those users are non-paying gamers that play ATVI&#39;s free-to-play mobile games. Still, even the company&#39;s premium products, such as the CoD franchise and the Blizzard products, have monthly users of more than 100 million (in total), per ATVI&#39;s most recent quarterly report.</p><p><img src=\"https://static.tigerbbs.com/11e56e2b4367c7533b790c0167186de6\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Data byYCharts</p><p>Over the last decade, ATVI has grown its revenue by 100%, and its cash flow by 200%. This makes for an annual growth rate of 7% and 12%, respectively, which I deem attractive. Revenue growth is, at least partially, driven by the growth across the global gaming industry. Playing games across a wide range of platforms is a type of entertainment that is becoming more popular over time, and thatgains shareversus other forms of entertainment, such as watching TV. In this growing market, ATVI didn&#39;t have any problems in generating business growth. Thanks to its strong IP and some takeovers, the company was able to grow its business quite meaningfully. Operating leverage, in turn, allowed the company to grow its profits and cash flow significantly faster than its revenue. Producing a title does come with relatively fixed costs, and selling the title to a growing number of consumers leads to outsized gains in profits and cash flow.</p><p>The global gaming market will, according to most forecasts, continue to grow rapidly for the foreseeable future. Some experts forecast that revenues will grow by10%+through the 2020s. Even if that turns out to be a too aggressive estimate, it seems pretty clear that global gaming sales will rise in the future. Current consensus estimates see ATVI grow its revenue from a little more than $9 billion this year to $18 billion in 2027, while its earnings per share are forecasted to grow from $3.80 this year to more than $9 over the same time frame. These analyst estimates may not be 100% precise, but they should be in the ballpark of where ATVI&#39;s actual results will land. Clearly, Activision Blizzard is thus a company with a compelling longer-term growth outlook, thanks primarily to strong macro tailwinds for its industry.</p><p><b>The Deal With Microsoft</b></p><p>Microsoft agreed to acquire Activision Blizzard for$95 per share, which makes for a 45% premium to the price per share before the deal was announced. This will be an all-cash deal, thus Microsoft will not issue any new shares to finance the acquisition - investors thus don&#39;t have to worry about dilution.</p><p>At the time of writing, ATVI trades at $86 per share, there thus is considerable room left versus the takeover price of $95. The takeover process will take some time, however, and management has guided that the deal will likely close in 2023. Investors will thus have to wait quite some time if they want to hold out for $95 per share, which is why I believe that selling in the high $80s or low $90s could make sense, as funds could be deployed elsewhere. Investors should also consider the risk that the acquisition could fall through, although I do not deem this particularly likely. It should be noted that it is also possible that another suitor comes out with a competing bid in the coming months, although I do not deem this especially likely, either.</p><p>Based on a share count of around 780 million, the deal values the company at $74 billion. We should adjust this for ATVI&#39;s net cash position, however, which stands at $6 billion. The actual price that Microsoft will pay for Activision Blizzard, net of cash and debt acquired, is thus $68 billion. For a company with around $3 billion in operating cash flow that isn&#39;t a low amount of money, but it isn&#39;t especially much, either. In fact, ATVI&#39;s cash flow multiple (at the takeover price) of around 23 is lower than Microsoft&#39;s current cash flow multiple of 28.</p><p>Microsoft is thus acquiring a company that is cheaper than Microsoft itself, even factoring in the takeover premium. At the same time, ATVI is forecasted to grow faster than MSFT, thus this deal looks pretty good for Microsoft: Microsoft can use a portion of its (non-productive) cash pile to acquire a company that is growing faster than itself and that trades at a lower valuation.</p><p>At the same time, there is also a strong strategic rationale for Microsoft to do this takeover. Microsoft&#39;s gaming franchise is solid, but lacking scale and strong/attractive intellectual property. By acquiring ATVI, with its established huge franchises, such as CoD or Diablo, Microsoft can strengthen its position in an area where it is currently looking relatively weak. At the same time, with Microsoft&#39;s massive resources, investments in ATVI&#39;s franchises could be increased, which would possibly allow for a better output when it comes to class A titles in the future. Since Microsoft already owns one of the major gaming platforms (Xbox), getting a stronger hold on the software side will make Microsoft a stronger player in the gaming industry overall. I wouldn&#39;t be surprised to see Microsoft develop more exclusive Xbox titles in the future, using ATVI&#39;s IP, which should also drive sales for Microsoft&#39;s gaming hardware side.</p><p><b>What It Means For ATVI And MSFT Shareholders</b></p><p>For Microsoft&#39;s shareholders, this seems like a huge win - which is why I was surprised to see MSFT&#39;s shares decline initially. Microsoft gets to deploy cash in an accretive way (more accretive than buybacks) while strengthening the company&#39;s position in a huge growth market. There is, from Microsoft&#39;s side, nothing to dislike about this deal, I believe. I personally think that it makes more sense than the LinkedIn acquisition, for example.</p><p>For Activision Blizzard&#39;s shareholders, the acquisition looks pretty solid as well - especially for those that bought when shares were pretty inexpensive over the last couple of months. Those that bought in early 2021, when shares traded at as much as $100, might feel that the takeover price is too low. A case could be made that ATVI deserves a higher takeover price based on its future growth outlook, but I believe that ATVI&#39;s shareholders are getting a pretty reasonable payment here.</p><p>I own shares in both companies, with the ATVI position being a relatively new one, bought in late 2021 at around $65 per share (missing the bottom, which was at $56). I am happy to bag a 30%+ return for a couple of months and plan to sell my shares in the near term, even though I won&#39;t receive the full $95 per share by doing so. I might deploy some of the proceeds into MSFT, although not all of them, as I deem Microsoft pretty expensive right now. MSFT is, after all, trading at more than 33x this year&#39;s net profits (ATVI, for reference, was trading at just 17x forward profits when I bought my stake).</p><p>For those ATVI investors that want to have exposure to ATVI&#39;s IP, buying MSFT is a logical choice, although they should be clear about the fact that ATVI will only be a relatively small part of the much bigger MSFT. For those that want to deploy their money into a 100% gaming-focused pick, Take-Two Interactive (TTWO) could be a reasonable choice - its shares have become less expensive following the announcement of the Zynga (ZNGA) deal, and TTWO owns strong IP as well (e.g., GTA).</p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Microsoft Takes Out Activision: Everything You Need To Know</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicrosoft Takes Out Activision: Everything You Need To Know\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-19 10:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4480128-msft-takes-out-atvi><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryMicrosoft will acquire Activision Blizzard for $95 per share.This makes for a hefty premium compared to where ATVI traded in recent months, but ATVI traded at higher prices one year ago.This ...</p>\n\n<a href=\"https://seekingalpha.com/article/4480128-msft-takes-out-atvi\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ATVI":"动视暴雪","MSFT":"微软"},"source_url":"https://seekingalpha.com/article/4480128-msft-takes-out-atvi","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145231721","content_text":"SummaryMicrosoft will acquire Activision Blizzard for $95 per share.This makes for a hefty premium compared to where ATVI traded in recent months, but ATVI traded at higher prices one year ago.This deal makes a lot of sense for MSFT, as it will be accretive while there is also a strategic rationale to get gaming IP.Looking for a helping hand in the market? Members of Cash Flow Kingdom get exclusive ideas and guidance to navigate any climate.Activision Blizzard, Inc. (ATVI), a leading gaming company, is getting acquired by Microsoft (MSFT), one of the largest tech companies in the world. The deal allows for compelling share price gains for those that bought into ATVI in the recent past when shares were pretty inexpensive. At the same time, I do believe that the takeover also makes a lot of sense for Microsoft. Not only is the deal immediately accretive thanks to ATVI's not very demanding valuation, but Microsoft is also able to access strong intellectual properties and will grow its strategic gaming division massively thanks to this takeover.ATVI OverviewActivision Blizzard is a company that was, in its current form, created in 2007 when Vivendi (which owned Blizzard) and Activision agreed on a merger. Activision Blizzard is one of the largest gaming companies in the world, with annual sales of around $10 billion. Its intellectual property includes many established and sought-after franchises, including the Call of Duty franchise, the Tony Hawk franchise, the Warcraft and StarCraft franchises, the Diablo franchise, and many more. Some of the company's products utilize a free-to-play approach where in-game upgrades etc. can be purchased, such as Candy Crush. Other titles, such as the CoD franchise, come with a one-time purchase price, while others, such as World of Warcraft, require a monthly subscription fee. Some of the company's IP can be seen in the following graphic:ATVI IPATVI presentationThere is a wide range of products addressing different groups of gamers across age groups, platforms (mobile, PC, gaming consoles), and content. This allows ATVI to address hundreds of millions of gamers with its products, although it should be noted that many of those users are non-paying gamers that play ATVI's free-to-play mobile games. Still, even the company's premium products, such as the CoD franchise and the Blizzard products, have monthly users of more than 100 million (in total), per ATVI's most recent quarterly report.Data byYChartsOver the last decade, ATVI has grown its revenue by 100%, and its cash flow by 200%. This makes for an annual growth rate of 7% and 12%, respectively, which I deem attractive. Revenue growth is, at least partially, driven by the growth across the global gaming industry. Playing games across a wide range of platforms is a type of entertainment that is becoming more popular over time, and thatgains shareversus other forms of entertainment, such as watching TV. In this growing market, ATVI didn't have any problems in generating business growth. Thanks to its strong IP and some takeovers, the company was able to grow its business quite meaningfully. Operating leverage, in turn, allowed the company to grow its profits and cash flow significantly faster than its revenue. Producing a title does come with relatively fixed costs, and selling the title to a growing number of consumers leads to outsized gains in profits and cash flow.The global gaming market will, according to most forecasts, continue to grow rapidly for the foreseeable future. Some experts forecast that revenues will grow by10%+through the 2020s. Even if that turns out to be a too aggressive estimate, it seems pretty clear that global gaming sales will rise in the future. Current consensus estimates see ATVI grow its revenue from a little more than $9 billion this year to $18 billion in 2027, while its earnings per share are forecasted to grow from $3.80 this year to more than $9 over the same time frame. These analyst estimates may not be 100% precise, but they should be in the ballpark of where ATVI's actual results will land. Clearly, Activision Blizzard is thus a company with a compelling longer-term growth outlook, thanks primarily to strong macro tailwinds for its industry.The Deal With MicrosoftMicrosoft agreed to acquire Activision Blizzard for$95 per share, which makes for a 45% premium to the price per share before the deal was announced. This will be an all-cash deal, thus Microsoft will not issue any new shares to finance the acquisition - investors thus don't have to worry about dilution.At the time of writing, ATVI trades at $86 per share, there thus is considerable room left versus the takeover price of $95. The takeover process will take some time, however, and management has guided that the deal will likely close in 2023. Investors will thus have to wait quite some time if they want to hold out for $95 per share, which is why I believe that selling in the high $80s or low $90s could make sense, as funds could be deployed elsewhere. Investors should also consider the risk that the acquisition could fall through, although I do not deem this particularly likely. It should be noted that it is also possible that another suitor comes out with a competing bid in the coming months, although I do not deem this especially likely, either.Based on a share count of around 780 million, the deal values the company at $74 billion. We should adjust this for ATVI's net cash position, however, which stands at $6 billion. The actual price that Microsoft will pay for Activision Blizzard, net of cash and debt acquired, is thus $68 billion. For a company with around $3 billion in operating cash flow that isn't a low amount of money, but it isn't especially much, either. In fact, ATVI's cash flow multiple (at the takeover price) of around 23 is lower than Microsoft's current cash flow multiple of 28.Microsoft is thus acquiring a company that is cheaper than Microsoft itself, even factoring in the takeover premium. At the same time, ATVI is forecasted to grow faster than MSFT, thus this deal looks pretty good for Microsoft: Microsoft can use a portion of its (non-productive) cash pile to acquire a company that is growing faster than itself and that trades at a lower valuation.At the same time, there is also a strong strategic rationale for Microsoft to do this takeover. Microsoft's gaming franchise is solid, but lacking scale and strong/attractive intellectual property. By acquiring ATVI, with its established huge franchises, such as CoD or Diablo, Microsoft can strengthen its position in an area where it is currently looking relatively weak. At the same time, with Microsoft's massive resources, investments in ATVI's franchises could be increased, which would possibly allow for a better output when it comes to class A titles in the future. Since Microsoft already owns one of the major gaming platforms (Xbox), getting a stronger hold on the software side will make Microsoft a stronger player in the gaming industry overall. I wouldn't be surprised to see Microsoft develop more exclusive Xbox titles in the future, using ATVI's IP, which should also drive sales for Microsoft's gaming hardware side.What It Means For ATVI And MSFT ShareholdersFor Microsoft's shareholders, this seems like a huge win - which is why I was surprised to see MSFT's shares decline initially. Microsoft gets to deploy cash in an accretive way (more accretive than buybacks) while strengthening the company's position in a huge growth market. There is, from Microsoft's side, nothing to dislike about this deal, I believe. I personally think that it makes more sense than the LinkedIn acquisition, for example.For Activision Blizzard's shareholders, the acquisition looks pretty solid as well - especially for those that bought when shares were pretty inexpensive over the last couple of months. Those that bought in early 2021, when shares traded at as much as $100, might feel that the takeover price is too low. A case could be made that ATVI deserves a higher takeover price based on its future growth outlook, but I believe that ATVI's shareholders are getting a pretty reasonable payment here.I own shares in both companies, with the ATVI position being a relatively new one, bought in late 2021 at around $65 per share (missing the bottom, which was at $56). I am happy to bag a 30%+ return for a couple of months and plan to sell my shares in the near term, even though I won't receive the full $95 per share by doing so. I might deploy some of the proceeds into MSFT, although not all of them, as I deem Microsoft pretty expensive right now. MSFT is, after all, trading at more than 33x this year's net profits (ATVI, for reference, was trading at just 17x forward profits when I bought my stake).For those ATVI investors that want to have exposure to ATVI's IP, buying MSFT is a logical choice, although they should be clear about the fact that ATVI will only be a relatively small part of the much bigger MSFT. For those that want to deploy their money into a 100% gaming-focused pick, Take-Two Interactive (TTWO) could be a reasonable choice - its shares have become less expensive following the announcement of the Zynga (ZNGA) deal, and TTWO owns strong IP as well (e.g., GTA).","news_type":1,"symbols_score_info":{"ATVI":0.9,"MSFT":0.9}},"isVote":1,"tweetType":1,"viewCount":3645,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9002235633,"gmtCreate":1642026812266,"gmtModify":1676533671959,"author":{"id":"4088386203148510","authorId":"4088386203148510","name":"Divaker","avatar":"https://static.tigerbbs.com/9e435a4bfc3b2b1a28ed7d3cae0516cf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088386203148510","authorIdStr":"4088386203148510"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9002235633","repostId":"1158975441","repostType":4,"repost":{"id":"1158975441","kind":"news","pubTimestamp":1642001580,"share":"https://ttm.financial/m/news/1158975441?lang=en_US&edition=fundamental","pubTime":"2022-01-12 23:33","market":"us","language":"en","title":"U.S. Inflation Hits 39-Year High of 7%, Sets Stage for Fed Hike","url":"https://stock-news.laohu8.com/highlight/detail?id=1158975441","media":"Bloomberg","summary":"U.S. consumer prices soared last year by the most in nearly four decades, illustrating red-hot infla","content":"<html><head></head><body><p>U.S. consumer prices soared last year by the most in nearly four decades, illustrating red-hot inflation that sets the stage for the start of Federal Reserve interest-rate hikes as soon as March.</p><p>The consumer price index climbed 7% in 2021, the largest 12-month gain since June 1982, according to Labor Department data released Wednesday. The widely followed inflation gauge rose 0.5% from November, exceeding forecasts.</p><p>Excluding the volatile food and energy components, so-called core prices accelerated from a month earlier, rising by a larger-than-forecast 0.6%. The measure jumped 5.5% from a year earlier, the biggest advance since 1991.</p><p>The increase in the CPI was led by higher prices for shelter and used vehicles. Food costs also contributed. Energy prices, which were a key driver of inflation through most of 2021, fell last month.</p><p>The data bolster expectations that the Fed will begin raising interest rates in March, a sharp policy adjustment from the timeline projected just a few months ago. High inflation has proven more stubborn and widespread than the central bank predicted amid unprecedented demand for goods along with capacity constraints related to the supply of both labor and materials.</p><p>Meanwhile, the unemployment rate has now fallen below 4%. Against this evolving backdrop, some Fed policy makers have said that it could be appropriate to begin shrinking the central bank’s balance sheet soon after raising rates.</p><p>Market expectations for Fed tightening expected in March and 2022 as a whole were largely unchanged after the report. Yields on 10-year Treasuries remained lower with the dollar, while the S&amp;P 500 opened higher.</p><p>“In terms of where the Fed is on their dual mandate -- inflation and the labor market -- they’re basically there,” Michael Gapen, chief U.S. economist at Barclays Plc, said on Bloomberg Television. “I don’t really think anything stops them going in March except one of these kind of outlier events. I think they’re ready.”</p><p>The energy index declined 0.4% from November, the first monthly decline since April as gasoline prices slid. Food inflation climbed 0.5%, a slight deceleration from the previous month due to falling costs for meats.</p><p>“What we have now is a mismatch between demand and supply. We have very strong demand in areas where supply is constrained, particularly around goods, particularly around things like cars,” Fed Chair Jerome Powell told the Senate Banking Committee on Tuesday.</p><p>Desperate to fill open positions, businesses are increasing pay to attract and retain workers, particularly at the lower end. But rising prices are eroding those wage advances. Inflation-adjusted average hourly earnings dropped 2.4% in December from a year earlier, the biggest drop since May, separate data showed Wednesday. However, compared with a month earlier, they rose 0.1%, the first gain in three months.</p><p>What Bloomberg Economics Says...</p><p>“The December CPI showed strong demand and supply bottlenecks still at play, with goods inflation driven higher by auto and apparel prices. A step-down in services prices may prove misleading, with shelter costs set to be a growing source of upward pressure in 2022.”</p><p>-- Andrew Husby and Yelena Shulyatyeva, economists</p><p>Shelter costs -- which are considered to be a more structural component of the CPI and make up about a third of the overall index -- rose 0.4% from the prior month. Other gauges of home prices and rents have surged last year, likely presaging a sharp acceleration in the report’s housing metrics this year and offering an enduring tailwind to inflation.</p><p>Omicron -- the dominant Covid-19 variant in the U.S. -- is poised to further disrupt already fragile supply chains as quarantines and illness prevent some employees from going to work. Spending on services like travel may slow, pushing down prices, but goods prices may move higher.</p><p>Nonetheless, the impact is expected to be temporary. Economists expect CPI growth to moderate to around 3% over the course of 2022, which will depend on supply chains normalizing and energy prices leveling off. However, higher rents, robust wage growth, subsequent waves of Covid-19 and lingering supply constraints all pose upside risks to the inflation outlook.</p><p>The persistently high inflation is also likely to maintain a high hurdle for President Joe Biden and Democrats to revive their roughly $2 trillion tax-and-spending package, after a key lawmaker, West Virginia Senator Joe Manchin, objected to the legislation in part because of the surge in prices.</p><p>On a December-December basis, the increase in the CPI was the largest advance since 1981.</p><p>The inflation environment changed markedly in 2021 compared with the prior year when a pandemic-related slowdown in demand led to the smallest calendar-year gain in the CPI since 2015.</p></body></html>","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>U.S. Inflation Hits 39-Year High of 7%, Sets Stage for Fed Hike</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\">\nU.S. Inflation Hits 39-Year High of 7%, Sets Stage for Fed Hike\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-12 23:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/inflation-u-registers-biggest-annual-133249802.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>U.S. consumer prices soared last year by the most in nearly four decades, illustrating red-hot inflation that sets the stage for the start of Federal Reserve interest-rate hikes as soon as March.The ...</p>\n\n<a href=\"https://finance.yahoo.com/news/inflation-u-registers-biggest-annual-133249802.html\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://finance.yahoo.com/news/inflation-u-registers-biggest-annual-133249802.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158975441","content_text":"U.S. consumer prices soared last year by the most in nearly four decades, illustrating red-hot inflation that sets the stage for the start of Federal Reserve interest-rate hikes as soon as March.The consumer price index climbed 7% in 2021, the largest 12-month gain since June 1982, according to Labor Department data released Wednesday. The widely followed inflation gauge rose 0.5% from November, exceeding forecasts.Excluding the volatile food and energy components, so-called core prices accelerated from a month earlier, rising by a larger-than-forecast 0.6%. The measure jumped 5.5% from a year earlier, the biggest advance since 1991.The increase in the CPI was led by higher prices for shelter and used vehicles. Food costs also contributed. Energy prices, which were a key driver of inflation through most of 2021, fell last month.The data bolster expectations that the Fed will begin raising interest rates in March, a sharp policy adjustment from the timeline projected just a few months ago. High inflation has proven more stubborn and widespread than the central bank predicted amid unprecedented demand for goods along with capacity constraints related to the supply of both labor and materials.Meanwhile, the unemployment rate has now fallen below 4%. Against this evolving backdrop, some Fed policy makers have said that it could be appropriate to begin shrinking the central bank’s balance sheet soon after raising rates.Market expectations for Fed tightening expected in March and 2022 as a whole were largely unchanged after the report. Yields on 10-year Treasuries remained lower with the dollar, while the S&P 500 opened higher.“In terms of where the Fed is on their dual mandate -- inflation and the labor market -- they’re basically there,” Michael Gapen, chief U.S. economist at Barclays Plc, said on Bloomberg Television. “I don’t really think anything stops them going in March except one of these kind of outlier events. I think they’re ready.”The energy index declined 0.4% from November, the first monthly decline since April as gasoline prices slid. Food inflation climbed 0.5%, a slight deceleration from the previous month due to falling costs for meats.“What we have now is a mismatch between demand and supply. We have very strong demand in areas where supply is constrained, particularly around goods, particularly around things like cars,” Fed Chair Jerome Powell told the Senate Banking Committee on Tuesday.Desperate to fill open positions, businesses are increasing pay to attract and retain workers, particularly at the lower end. But rising prices are eroding those wage advances. Inflation-adjusted average hourly earnings dropped 2.4% in December from a year earlier, the biggest drop since May, separate data showed Wednesday. However, compared with a month earlier, they rose 0.1%, the first gain in three months.What Bloomberg Economics Says...“The December CPI showed strong demand and supply bottlenecks still at play, with goods inflation driven higher by auto and apparel prices. A step-down in services prices may prove misleading, with shelter costs set to be a growing source of upward pressure in 2022.”-- Andrew Husby and Yelena Shulyatyeva, economistsShelter costs -- which are considered to be a more structural component of the CPI and make up about a third of the overall index -- rose 0.4% from the prior month. Other gauges of home prices and rents have surged last year, likely presaging a sharp acceleration in the report’s housing metrics this year and offering an enduring tailwind to inflation.Omicron -- the dominant Covid-19 variant in the U.S. -- is poised to further disrupt already fragile supply chains as quarantines and illness prevent some employees from going to work. Spending on services like travel may slow, pushing down prices, but goods prices may move higher.Nonetheless, the impact is expected to be temporary. Economists expect CPI growth to moderate to around 3% over the course of 2022, which will depend on supply chains normalizing and energy prices leveling off. However, higher rents, robust wage growth, subsequent waves of Covid-19 and lingering supply constraints all pose upside risks to the inflation outlook.The persistently high inflation is also likely to maintain a high hurdle for President Joe Biden and Democrats to revive their roughly $2 trillion tax-and-spending package, after a key lawmaker, West Virginia Senator Joe Manchin, objected to the legislation in part because of the surge in prices.On a December-December basis, the increase in the CPI was the largest advance since 1981.The inflation environment changed markedly in 2021 compared with the prior year when a pandemic-related slowdown in demand led to the smallest calendar-year gain in the CPI since 2015.","news_type":1,"symbols_score_info":{".SPX":0.9,".IXIC":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2556,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9002235833,"gmtCreate":1642026788856,"gmtModify":1676533671951,"author":{"id":"4088386203148510","authorId":"4088386203148510","name":"Divaker","avatar":"https://static.tigerbbs.com/9e435a4bfc3b2b1a28ed7d3cae0516cf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088386203148510","authorIdStr":"4088386203148510"},"themes":[],"htmlText":"No brainer. Just buy and hodl. No paper hands!!","listText":"No brainer. Just buy and hodl. No paper hands!!","text":"No brainer. Just buy and hodl. No paper hands!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9002235833","repostId":"1114732808","repostType":4,"isVote":1,"tweetType":1,"viewCount":2170,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9006424806,"gmtCreate":1641825133125,"gmtModify":1676533651148,"author":{"id":"4088386203148510","authorId":"4088386203148510","name":"Divaker","avatar":"https://static.tigerbbs.com/9e435a4bfc3b2b1a28ed7d3cae0516cf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088386203148510","authorIdStr":"4088386203148510"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>fundamentals best everything. Buy more with conviction. Sell if you're stupid.","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>fundamentals best everything. Buy more with conviction. Sell if you're stupid.","text":"$Tesla Motors(TSLA)$fundamentals best everything. Buy more with conviction. Sell if you're stupid.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9006424806","isVote":1,"tweetType":1,"viewCount":2451,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9006525840,"gmtCreate":1641789915274,"gmtModify":1676533648499,"author":{"id":"4088386203148510","authorId":"4088386203148510","name":"Divaker","avatar":"https://static.tigerbbs.com/9e435a4bfc3b2b1a28ed7d3cae0516cf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088386203148510","authorIdStr":"4088386203148510"},"themes":[],"htmlText":"Black Rock the best&nbsp;","listText":"Black Rock the best&nbsp;","text":"Black Rock the best","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9006525840","repostId":"1167567792","repostType":4,"repost":{"id":"1167567792","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":1641787344,"share":"https://ttm.financial/m/news/1167567792?lang=en_US&edition=fundamental","pubTime":"2022-01-10 12:02","market":"us","language":"en","title":"What to Watch as Fourth-Quarter Earnings Season Begins?","url":"https://stock-news.laohu8.com/highlight/detail?id=1167567792","media":"Tiger Newspress","summary":"The Fourth-quarter earnings season ramps up in earnest this week with a packed schedule of major fin","content":"<html><head></head><body><p>The Fourth-quarter earnings season ramps up in earnest this week with a packed schedule of major financial companies poised to report results. Investors have been anxiously awaiting the start of the latest earnings season.</p><p><img src=\"https://static.tigerbbs.com/d225fa40735d5e076b56a1124d292c4f\" tg-width=\"726\" tg-height=\"1060\" width=\"100%\" height=\"auto\"/></p><p>Bank stocks have perked up lately, as the outlook for interest rates has become more favorable to the group’s business. The market sees the coming Fed tightening cycle and the resulting projected steepening of the yield curve as a benefit to bank margins.</p><p>JPMorgan kicks-off the 2021 Q4 reporting cycle for the group on Friday, January 14th. JPMorgan is expected to have earned $3.01 per share on $29.89 billion in revenues in 2021 Q4. This would represent a year-over-year change in earnings and revenues of -26.8% and +2.3%, respectively.</p><p>JPMorgan shares were down following each of the preceding 5 quarterly releases despite handily beating estimates. This makes us think that the setup is likely not very favorable for how JPM shares might be expected to behave in response to the release, particularly with the stock up more than +3% over the past month even as the S&amp;P 500 index has modestly lost ground (down -0.5%).</p><p>Other industry players on deck to report Q4 results the same day as JPMorgan include Citigroup, Wells Fargo and BlackRock.</p><p>Bank earnings over the past year or so benefited from record capital market activities (investment banking as well as trading volumes), benign credit conditions that allowed reserve releases, partly offset by net interest margin pressures and anemic loan demand.</p><p>With respect to capital markets in the Q4 quarterly releases, we should expect continued strong numbers from JPMorgan, Citi and the other money center operators and brokers. While the group’s Q4 capital markets totals will most likely be below the strong showing in the September quarter, they will nevertheless be significantly above pre-pandemic levels. Trends in the pipeline about investment banking deal flow suggest that the strong momentum should continue in 2022, though likely below the record 2021 level.</p><p>It will be interesting to see management’s commentary about trends in the core banking business, particularly about loan demand. The group’s Q4 results are expected to show some modest improvement in loan growth, but it has so far been a lot weaker than would be consistent with the degree of rebound in household and business spending. Management’s outlook for the yield curve will also be informative.</p><p>For the Finance sector as a whole, total Q4 earnings are expected to increase +3.6% on 3.4% higher revenues. The chart below shows Q4 expectations for the Finance sector’s constituent industries in the context of what these industries reported in Q3 and what is expected for 2022 Q1.</p><p><b>Q4 Earnings Season Gets Underway</b></p><p>The Q4 reporting cycle will (unofficially) get underway this week. But from our perspective, the Q4 earnings season has gotten underway already, with results from 20 S&amp;P 500 out at this stage. These 20 index members - including bellwether operators like FedEx, Nike, Oracle and others - reported results for their fiscal quarters ending in November, which we count as part of the official December-quarter tally.</p><p>We have roughly 30 companies on deck to report results this week, including 8 S&amp;P 500 members. This week’s reporters include the aforementioned big banks and a few other major players like Delta Airlines and chip-maker Taiwan Semiconductor.</p><p>For the 20 index members that have reported already, total Q4 earnings or aggregate net income is up +29.3% from the same period last year on +12.8% higher revenues, with 85% of the companies beating EPS estimates and 90% beating revenue estimates.</p><p>This is too small a sample to draw any firm conclusions from. That said, the comparison charts below put the earnings and revenue growth rates for these 20 companies in a historical context.</p><p></p><p><b>Earnings calendar</b></p><ul><li><b>Monday:</b> No notable reports scheduled for release</li><li><b>Tuesday:</b> No notable reports scheduled for release</li><li><b>Wednesday:</b> No notable reports scheduled for release</li><li><b>Thursday:</b> Delta Air Lines(DAL), Taiwan Semiconductor Manufacturing Company(TSM)before market open</li><li><b>Friday:</b> JPMorgan Chase(JPM), BlackRock(BLK), Citigroup(C), Wells Fargo(WFC) and First Republic Bank(FRC)before market open</li></ul></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>What to Watch as Fourth-Quarter Earnings Season Begins?</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 to Watch as Fourth-Quarter Earnings Season Begins?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-01-10 12:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The Fourth-quarter earnings season ramps up in earnest this week with a packed schedule of major financial companies poised to report results. Investors have been anxiously awaiting the start of the latest earnings season.</p><p><img src=\"https://static.tigerbbs.com/d225fa40735d5e076b56a1124d292c4f\" tg-width=\"726\" tg-height=\"1060\" width=\"100%\" height=\"auto\"/></p><p>Bank stocks have perked up lately, as the outlook for interest rates has become more favorable to the group’s business. The market sees the coming Fed tightening cycle and the resulting projected steepening of the yield curve as a benefit to bank margins.</p><p>JPMorgan kicks-off the 2021 Q4 reporting cycle for the group on Friday, January 14th. JPMorgan is expected to have earned $3.01 per share on $29.89 billion in revenues in 2021 Q4. This would represent a year-over-year change in earnings and revenues of -26.8% and +2.3%, respectively.</p><p>JPMorgan shares were down following each of the preceding 5 quarterly releases despite handily beating estimates. This makes us think that the setup is likely not very favorable for how JPM shares might be expected to behave in response to the release, particularly with the stock up more than +3% over the past month even as the S&amp;P 500 index has modestly lost ground (down -0.5%).</p><p>Other industry players on deck to report Q4 results the same day as JPMorgan include Citigroup, Wells Fargo and BlackRock.</p><p>Bank earnings over the past year or so benefited from record capital market activities (investment banking as well as trading volumes), benign credit conditions that allowed reserve releases, partly offset by net interest margin pressures and anemic loan demand.</p><p>With respect to capital markets in the Q4 quarterly releases, we should expect continued strong numbers from JPMorgan, Citi and the other money center operators and brokers. While the group’s Q4 capital markets totals will most likely be below the strong showing in the September quarter, they will nevertheless be significantly above pre-pandemic levels. Trends in the pipeline about investment banking deal flow suggest that the strong momentum should continue in 2022, though likely below the record 2021 level.</p><p>It will be interesting to see management’s commentary about trends in the core banking business, particularly about loan demand. The group’s Q4 results are expected to show some modest improvement in loan growth, but it has so far been a lot weaker than would be consistent with the degree of rebound in household and business spending. Management’s outlook for the yield curve will also be informative.</p><p>For the Finance sector as a whole, total Q4 earnings are expected to increase +3.6% on 3.4% higher revenues. The chart below shows Q4 expectations for the Finance sector’s constituent industries in the context of what these industries reported in Q3 and what is expected for 2022 Q1.</p><p><b>Q4 Earnings Season Gets Underway</b></p><p>The Q4 reporting cycle will (unofficially) get underway this week. But from our perspective, the Q4 earnings season has gotten underway already, with results from 20 S&amp;P 500 out at this stage. These 20 index members - including bellwether operators like FedEx, Nike, Oracle and others - reported results for their fiscal quarters ending in November, which we count as part of the official December-quarter tally.</p><p>We have roughly 30 companies on deck to report results this week, including 8 S&amp;P 500 members. This week’s reporters include the aforementioned big banks and a few other major players like Delta Airlines and chip-maker Taiwan Semiconductor.</p><p>For the 20 index members that have reported already, total Q4 earnings or aggregate net income is up +29.3% from the same period last year on +12.8% higher revenues, with 85% of the companies beating EPS estimates and 90% beating revenue estimates.</p><p>This is too small a sample to draw any firm conclusions from. That said, the comparison charts below put the earnings and revenue growth rates for these 20 companies in a historical context.</p><p></p><p><b>Earnings calendar</b></p><ul><li><b>Monday:</b> No notable reports scheduled for release</li><li><b>Tuesday:</b> No notable reports scheduled for release</li><li><b>Wednesday:</b> No notable reports scheduled for release</li><li><b>Thursday:</b> Delta Air Lines(DAL), Taiwan Semiconductor Manufacturing Company(TSM)before market open</li><li><b>Friday:</b> JPMorgan Chase(JPM), BlackRock(BLK), Citigroup(C), Wells Fargo(WFC) and First Republic Bank(FRC)before market open</li></ul></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WFC":"富国银行","BLK":"贝莱德","JPM":"摩根大通","ADBE":"Adobe","TSM":"台积电","C":"花旗"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167567792","content_text":"The Fourth-quarter earnings season ramps up in earnest this week with a packed schedule of major financial companies poised to report results. Investors have been anxiously awaiting the start of the latest earnings season.Bank stocks have perked up lately, as the outlook for interest rates has become more favorable to the group’s business. The market sees the coming Fed tightening cycle and the resulting projected steepening of the yield curve as a benefit to bank margins.JPMorgan kicks-off the 2021 Q4 reporting cycle for the group on Friday, January 14th. JPMorgan is expected to have earned $3.01 per share on $29.89 billion in revenues in 2021 Q4. This would represent a year-over-year change in earnings and revenues of -26.8% and +2.3%, respectively.JPMorgan shares were down following each of the preceding 5 quarterly releases despite handily beating estimates. This makes us think that the setup is likely not very favorable for how JPM shares might be expected to behave in response to the release, particularly with the stock up more than +3% over the past month even as the S&P 500 index has modestly lost ground (down -0.5%).Other industry players on deck to report Q4 results the same day as JPMorgan include Citigroup, Wells Fargo and BlackRock.Bank earnings over the past year or so benefited from record capital market activities (investment banking as well as trading volumes), benign credit conditions that allowed reserve releases, partly offset by net interest margin pressures and anemic loan demand.With respect to capital markets in the Q4 quarterly releases, we should expect continued strong numbers from JPMorgan, Citi and the other money center operators and brokers. While the group’s Q4 capital markets totals will most likely be below the strong showing in the September quarter, they will nevertheless be significantly above pre-pandemic levels. Trends in the pipeline about investment banking deal flow suggest that the strong momentum should continue in 2022, though likely below the record 2021 level.It will be interesting to see management’s commentary about trends in the core banking business, particularly about loan demand. The group’s Q4 results are expected to show some modest improvement in loan growth, but it has so far been a lot weaker than would be consistent with the degree of rebound in household and business spending. Management’s outlook for the yield curve will also be informative.For the Finance sector as a whole, total Q4 earnings are expected to increase +3.6% on 3.4% higher revenues. The chart below shows Q4 expectations for the Finance sector’s constituent industries in the context of what these industries reported in Q3 and what is expected for 2022 Q1.Q4 Earnings Season Gets UnderwayThe Q4 reporting cycle will (unofficially) get underway this week. But from our perspective, the Q4 earnings season has gotten underway already, with results from 20 S&P 500 out at this stage. These 20 index members - including bellwether operators like FedEx, Nike, Oracle and others - reported results for their fiscal quarters ending in November, which we count as part of the official December-quarter tally.We have roughly 30 companies on deck to report results this week, including 8 S&P 500 members. This week’s reporters include the aforementioned big banks and a few other major players like Delta Airlines and chip-maker Taiwan Semiconductor.For the 20 index members that have reported already, total Q4 earnings or aggregate net income is up +29.3% from the same period last year on +12.8% higher revenues, with 85% of the companies beating EPS estimates and 90% beating revenue estimates.This is too small a sample to draw any firm conclusions from. That said, the comparison charts below put the earnings and revenue growth rates for these 20 companies in a historical context.Earnings calendarMonday: No notable reports scheduled for releaseTuesday: No notable reports scheduled for releaseWednesday: No notable reports scheduled for releaseThursday: Delta Air Lines(DAL), Taiwan Semiconductor Manufacturing Company(TSM)before market openFriday: JPMorgan Chase(JPM), BlackRock(BLK), Citigroup(C), Wells Fargo(WFC) and First Republic Bank(FRC)before market open","news_type":1,"symbols_score_info":{"C":0.9,"TSM":0.9,"ADBE":0.9,"WFC":0.9,"JPM":0.9,"BLK":0.9}},"isVote":1,"tweetType":1,"viewCount":1072,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9006904613,"gmtCreate":1641568494842,"gmtModify":1676533630247,"author":{"id":"4088386203148510","authorId":"4088386203148510","name":"Divaker","avatar":"https://static.tigerbbs.com/9e435a4bfc3b2b1a28ed7d3cae0516cf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088386203148510","authorIdStr":"4088386203148510"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9006904613","repostId":"1139053184","repostType":4,"repost":{"id":"1139053184","kind":"news","pubTimestamp":1641563188,"share":"https://ttm.financial/m/news/1139053184?lang=en_US&edition=fundamental","pubTime":"2022-01-07 21:46","market":"us","language":"en","title":"KKR, BMG Acquire Songwriter John Legend’s Music Catalog","url":"https://stock-news.laohu8.com/highlight/detail?id=1139053184","media":"Bloomberg","summary":"John Legend joined the growing list of superstars cashing in on the boom market for music rights, se","content":"<div>\n<p>John Legend joined the growing list of superstars cashing in on the boom market for music rights, selling a catalog dating back to his first album to an alliance of KKR & Co. and BMG.The songwriter ...</p>\n\n<a href=\"https://finance.yahoo.com/news/john-legend-sells-music-catalog-233946432.html\">Source Link</a>\n\n</div>\n","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>KKR, BMG Acquire Songwriter John Legend’s Music Catalog</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; 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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\">\nKKR, BMG Acquire Songwriter John Legend’s Music Catalog\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-07 21:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/john-legend-sells-music-catalog-233946432.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>John Legend joined the growing list of superstars cashing in on the boom market for music rights, selling a catalog dating back to his first album to an alliance of KKR & Co. and BMG.The songwriter ...</p>\n\n<a href=\"https://finance.yahoo.com/news/john-legend-sells-music-catalog-233946432.html\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"KKR":"KKR & Co L.P."},"source_url":"https://finance.yahoo.com/news/john-legend-sells-music-catalog-233946432.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139053184","content_text":"John Legend joined the growing list of superstars cashing in on the boom market for music rights, selling a catalog dating back to his first album to an alliance of KKR & Co. and BMG.The songwriter and performer sold both the copyrights as well as the rights to receive royalties from music he wrote from late 2004 through early last year, according to a regulatory filing. DL Music IP LP, an affiliate of San Francisco-based KKR Credit Advisors (US) LLC, and BMG Rights Management (US) LLC each purchased a 50% stake in the catalog. Financial terms of the agreement weren’t disclosed.Amid rising demand from private equity firms such as KKR, artists such as Bob Dylan, Stevie Nicks and Neil Young have struck blockbuster deals for their work, capped last month by Bruce Springsteen’s sale of his entire recorded music and songwriting catalogs for a reported $500 million. KKR and BMG said last year they’d partner to acquire catalogs, and in December announced a deal for the music interests of rock trio ZZ Top.Legend, 43, is at a much earlier stage in his career than the likes of Dylan and Springsteen, and thus his future releases and continued presence in public should help drive streaming revenue from the songs purchased by KKR and BMG.“It’s a great time to be a seller because the valuations are so high,” said Eli Ball, founder of Lyric Financial, a provider of financial services to the music community that’s owned by Utopia Music. “Legend is still at the top of his game, and he has even more platforms to exploit his music, which is good for him, KKR and BMG.”BMG didn’t immediately respond to requests for comment on the deal. A KKR spokesman declined to comment, as did David Levin, Legend’s business manager. The deal was struck in September, according to the filing, but not otherwise announced.BMG has worked with Legend since it acquired his music publisher, Cherry Lane Music Publishing Co., in 2010. BMG had also previously served as co-publisher and administrator of ZZ Top’s publishing catalog.Entertainment MogulDubbed “Music Mogul of the Year” by Variety in 2020, Legend released his debut studio album “Get Lifted,” on Dec. 28, 2004, and has gone on to expand into other areas of the entertainment field, in part through the founding of a production studio that’s created shows for Netflix Inc. and ABC. Variety estimates that Legend, born John Roger Stephens before adopting his stage name, takes in between $50 million and $100 million annually from his various enterprises, including LVE, his Napa Valley wine brand.KKR has spent heavily since announcing its alliance with BMG, a unit of Germany’s Bertelsmann SE, in March to acquire music catalogs. In a separate deal, KKR paired up with Dundee Partners to purchase a portfolio of song rights from Kobalt Capital Ltd. in October for about $1.1 billion.The agreement with Legend covers “all present and future accounts and payment intangibles” for the right to collect royalties and other income from music he composed or wrote from Dec. 1, 2004, to Jan. 1, 2021, as well as the copyrights to the works, according to a Uniform Commercial Code financing statement filed in November in New York state, where John Legend Music Inc. is based.The UCC financing statement shows KKR and BMG have a claim on the music, preventing the assets from potentially being sold or pledged as collateral to another party. John Beiter, a Nashville, Tennessee-based entertainment attorney who reviewed the document, said it appears to describe a catalog sale.“The people with the capital have realized that music is a good bet,” Beiter said. “Among speculative investments, it’s a lot less speculative than other things because the future looks bright for music being performed via streaming.”","news_type":1,"symbols_score_info":{"KKR":0.9}},"isVote":1,"tweetType":1,"viewCount":1406,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9006904019,"gmtCreate":1641568462557,"gmtModify":1676533630242,"author":{"id":"4088386203148510","authorId":"4088386203148510","name":"Divaker","avatar":"https://static.tigerbbs.com/9e435a4bfc3b2b1a28ed7d3cae0516cf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088386203148510","authorIdStr":"4088386203148510"},"themes":[],"htmlText":"Yo","listText":"Yo","text":"Yo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9006904019","repostId":"2201003214","repostType":4,"repost":{"id":"2201003214","kind":"highlight","pubTimestamp":1641567359,"share":"https://ttm.financial/m/news/2201003214?lang=en_US&edition=fundamental","pubTime":"2022-01-07 22:55","market":"us","language":"en","title":"Down Over 70% in 2021, These 2 Stocks Have 10X Potential","url":"https://stock-news.laohu8.com/highlight/detail?id=2201003214","media":"Motley Fool","summary":"After a rough 2021, these two stocks are looking to rebound, riding two powerful megatrends.","content":"<div>\n<p>After a brutal 2021, these two stocks are looking forward to 2022 and will attempt to reinvigorate their operations and bring back share price appreciation. While the tech-focused growth stock sell-...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/07/down-over-70-in-2021-these-2-stocks-have-10x-poten/\">Source Link</a>\n\n</div>\n","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Down Over 70% in 2021, These 2 Stocks Have 10X Potential</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\">\nDown Over 70% in 2021, These 2 Stocks Have 10X Potential\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-07 22:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/01/07/down-over-70-in-2021-these-2-stocks-have-10x-poten/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>After a brutal 2021, these two stocks are looking forward to 2022 and will attempt to reinvigorate their operations and bring back share price appreciation. While the tech-focused growth stock sell-...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/07/down-over-70-in-2021-these-2-stocks-have-10x-poten/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4567":"ESG概念","BK4534":"瑞士信贷持仓","BK4527":"明星科技股","BK4566":"资本集团","BK4528":"SaaS概念","AI":"C3.ai, Inc.","BK4190":"消闲用品","BK4505":"高瓴资本持仓","BK4535":"淡马锡持仓","BK4538":"云计算","PTON":"Peloton Interactive, Inc.","BK4550":"红杉资本持仓","BK4548":"巴美列捷福持仓","CRM":"赛富时","BK4551":"寇图资本持仓","BK4561":"索罗斯持仓","BK4023":"应用软件","BK4532":"文艺复兴科技持仓","BK4543":"AI"},"source_url":"https://www.fool.com/investing/2022/01/07/down-over-70-in-2021-these-2-stocks-have-10x-poten/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2201003214","content_text":"After a brutal 2021, these two stocks are looking forward to 2022 and will attempt to reinvigorate their operations and bring back share price appreciation. While the tech-focused growth stock sell-off has undoubtedly not helped either of these stocks, the underlying megatrends that these two companies benefit from look more robust than ever.Thanks to the strength of these trends and the beating these companies' share prices have taken, Peloton Interactive (NASDAQ: PTON) and C3.ai (NYSE: AI) look poised to rebound in 2022 -- and potentially become 10x investments over the long term.Peloton InteractiveAiming \"to connect the world through fitness, empowering people to be the best version of themselves anywhere, anytime,\" at-home fitness specialist Peloton has seen its stock drop nearly 80% from its all-time highs in 2021. As devastating as this drop has felt for investors, the stock essentially trades at the same price as it did in April 2020, just after the pandemic started -- leaving it with a market capitalization, or company price stage of $11 billion.This fact helps show just how excited the markets were over Peloton's suite of pandemic-benefiting products, primarily its famous connected fitness bikes. Furthermore, since April 2020, the company has grown its connected fitness subscriptions by 129%.With 2.5 million connected fitness subscriptions, this high-margin business continues to shine amid the company's hardware struggles related to recalls, lowered pricing, and tough year-over-year comps. The company posted an overall gross profit margin of 33% in the first quarter of fiscal year 2022 (ended Sept. 30, 2021), with the subscription unit's margin ringing in at 67%, indicating that this is Peloton's long-term path toward profitability.Furthermore, according to Comparably, Peloton's Bike and Tread products are still truly beloved by its customers, recording a Net Promoter Score (NPS) of 70 as of year-end 2021. NPS ranges from negative 100 to 100, with a positive score meaning that most customers are promoters of the company's product.Thanks to this high NPS, I fully support Peloton's decision to lower its Bike price to $1,495, especially as it has shown the ability to keep new customers in its subscription ecosystem, posting a minuscule 0.8% monthly churn rate in Q1.Due to this customer loyalty and the subscription business's immense long-term value, I believe Peloton's price-to-gross profit ratio of 9 places it in the \"too cheap to ignore\" bin of growth stocks. Consider that Apple, the largest company in the world, has a price-to-gross profit of 19, and it is clear to see that Peloton's future growth potential trades at a huge discount today.C3.aiFueled by its mission of \"helping companies solve the previously unsolvable,\" C3.ai trades with a market capitalization of $3 billion and aims to \"significantly reduce the effort and complexity of the Enterprise Artificial Intelligence software engineering problem.\"In simpler terms, C3.ai's software-as-a-service (SaaS) applications help enable things such as predictive analytics and the Internet of Things to exist functionally.While the company's operations can probably make most investors' eyes glaze over, ignoring this innovative company could be to our portfolio's detriment. Altogether, C3.ai's sales come from four groups of artificial intelligence (AI)-driven software solutions:C3 AI Suite: data integration and management, operational and security, etc.C3 AI Applications: cross-industry and industry-specific applications.C3 AI Ex Machina: no-code solution enabling AI models in any business without formal AI training.C3 AI Customer Relationship Management (CRM): sales, customer service, and marketing.All in all, this somewhat overwhelming list of solutions is what makes C3.ai unique -- it can make sense of and help businesses capitalize on all of these areas and across nearly endless industries.However, one thing to note regarding the company's revenue sources is that as of fiscal year-end 2021, 31% and 37% of total sales came from Baker Hughes and Engie, oil and utility industry experts, respectively. Thanks to C3.ai's vast array of software and serviceable industries, this number should only decline as the company grows. Yet should it lose one of these customers, it would send shockwaves through its finances.Posting accelerating year-over-year revenue growth of 41% for the second quarter of fiscal 2022, ended Oct. 31, 2021, the company now trades at only 22 times its gross profit, placing it on the cheaper end of most high-flying growth stocks. As the digital transformation continues, C3.ai's software solutions look beautifully positioned to capture new business moving forward as companies look to utilize artificial intelligence to its fullest extent within their operations.","news_type":1,"symbols_score_info":{"AI":1,"CRM":1,"PTON":1}},"isVote":1,"tweetType":1,"viewCount":1108,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":892043000,"gmtCreate":1628616304300,"gmtModify":1676529798972,"author":{"id":"4088386203148510","authorId":"4088386203148510","name":"Divaker","avatar":"https://static.tigerbbs.com/9e435a4bfc3b2b1a28ed7d3cae0516cf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088386203148510","authorIdStr":"4088386203148510"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>woow","listText":"<a 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prices have been on the rise for several months as demand for gasoline and diesel has snapped back after the worst of the coronavirus pandemic. Refiners have ramped up processing in the last several months to respond to the recovery in fuel demand, but logistics companies have complained of a lack of available drivers.</p>\n<p>\"American Airlines station jet fuel delivery delays initially affected mostly western U.S. cities, but are now being reported at American stations across the country. Delivery delays are expected to continue through mid-August,\" the memo said.</p>\n<p>Gasoline, diesel and jet fuel demand plunged in 2020 due to the coronavirus pandemic, but air travel has rebounded more slowly than other modes of transportation, so refiners have been shipping less jet fuel.</p>\n<p>As of mid-July, refiners shipped roughly 1.4 million barrels of jet fuel on a daily basis, which is still about 22% below 2019 levels, according to the U.S. Energy Department. By contrast, gasoline supplied by refiners in mid-July nearly matches 2019's level.</p>\n<p>American, in a statement, said it was aware of fuel supply issues at some airports. \"American is currently experiencing minimal operational impact due to fuel supply issues. Our team continues to work around the clock to monitor the situation and minimize the impact on our customers,\" it said.</p>\n<p>Industry group Airlines For America said that carriers are having aircraft take extra fuel at non-affected airports to offset problems with fuel supply.</p>\n<p>U.S. domestic leisure travel has nearly recouped 2019 levels, and American has said it sees domestic business travel fully recovering next year.</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>American Airlines warns pilots of fuel shortages, cites logistical issues</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\">\nAmerican Airlines warns pilots of fuel shortages, cites logistical issues\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-07-27 07:42</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>July 26 (Reuters) - American Airlines told pilots to conserve jet fuel supply when possible in a memo on Monday, saying that transportation logistics, including lack of trucks and drivers, is delaying supply to airports throughout the United States.</p>\n<p>Fuel prices have been on the rise for several months as demand for gasoline and diesel has snapped back after the worst of the coronavirus pandemic. Refiners have ramped up processing in the last several months to respond to the recovery in fuel demand, but logistics companies have complained of a lack of available drivers.</p>\n<p>\"American Airlines station jet fuel delivery delays initially affected mostly western U.S. cities, but are now being reported at American stations across the country. Delivery delays are expected to continue through mid-August,\" the memo said.</p>\n<p>Gasoline, diesel and jet fuel demand plunged in 2020 due to the coronavirus pandemic, but air travel has rebounded more slowly than other modes of transportation, so refiners have been shipping less jet fuel.</p>\n<p>As of mid-July, refiners shipped roughly 1.4 million barrels of jet fuel on a daily basis, which is still about 22% below 2019 levels, according to the U.S. Energy Department. By contrast, gasoline supplied by refiners in mid-July nearly matches 2019's level.</p>\n<p>American, in a statement, said it was aware of fuel supply issues at some airports. \"American is currently experiencing minimal operational impact due to fuel supply issues. Our team continues to work around the clock to monitor the situation and minimize the impact on our customers,\" it said.</p>\n<p>Industry group Airlines For America said that carriers are having aircraft take extra fuel at non-affected airports to offset problems with fuel supply.</p>\n<p>U.S. domestic leisure travel has nearly recouped 2019 levels, and American has said it sees domestic business travel fully recovering next year.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAL":"美国航空","AFG":"美国金融集团有限公司"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2154962767","content_text":"July 26 (Reuters) - American Airlines told pilots to conserve jet fuel supply when possible in a memo on Monday, saying that transportation logistics, including lack of trucks and drivers, is delaying supply to airports throughout the United States.\nFuel prices have been on the rise for several months as demand for gasoline and diesel has snapped back after the worst of the coronavirus pandemic. Refiners have ramped up processing in the last several months to respond to the recovery in fuel demand, but logistics companies have complained of a lack of available drivers.\n\"American Airlines station jet fuel delivery delays initially affected mostly western U.S. cities, but are now being reported at American stations across the country. Delivery delays are expected to continue through mid-August,\" the memo said.\nGasoline, diesel and jet fuel demand plunged in 2020 due to the coronavirus pandemic, but air travel has rebounded more slowly than other modes of transportation, so refiners have been shipping less jet fuel.\nAs of mid-July, refiners shipped roughly 1.4 million barrels of jet fuel on a daily basis, which is still about 22% below 2019 levels, according to the U.S. Energy Department. By contrast, gasoline supplied by refiners in mid-July nearly matches 2019's level.\nAmerican, in a statement, said it was aware of fuel supply issues at some airports. \"American is currently experiencing minimal operational impact due to fuel supply issues. Our team continues to work around the clock to monitor the situation and minimize the impact on our customers,\" it said.\nIndustry group Airlines For America said that carriers are having aircraft take extra fuel at non-affected airports to offset problems with fuel supply.\nU.S. domestic leisure travel has nearly recouped 2019 levels, and American has said it sees domestic business travel fully recovering next year.","news_type":1,"symbols_score_info":{"CLmain":0.9,"AFG":0.9,"QMmain":0.9,"AMSWA":0.9,"AAL":0.9,"RBmain":0.9}},"isVote":1,"tweetType":1,"viewCount":587,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":809970150,"gmtCreate":1627345878670,"gmtModify":1703487959974,"author":{"id":"4088386203148510","authorId":"4088386203148510","name":"Divaker","avatar":"https://static.tigerbbs.com/9e435a4bfc3b2b1a28ed7d3cae0516cf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088386203148510","authorIdStr":"4088386203148510"},"themes":[],"htmlText":"Lol","listText":"Lol","text":"Lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/809970150","repostId":"1181076494","repostType":4,"isVote":1,"tweetType":1,"viewCount":851,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":809947162,"gmtCreate":1627345852556,"gmtModify":1703487959004,"author":{"id":"4088386203148510","authorId":"4088386203148510","name":"Divaker","avatar":"https://static.tigerbbs.com/9e435a4bfc3b2b1a28ed7d3cae0516cf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088386203148510","authorIdStr":"4088386203148510"},"themes":[],"htmlText":"Hhhhhiiiii","listText":"Hhhhhiiiii","text":"Hhhhhiiiii","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/809947162","repostId":"1153028059","repostType":4,"repost":{"id":"1153028059","kind":"news","pubTimestamp":1627340900,"share":"https://ttm.financial/m/news/1153028059?lang=en_US&edition=fundamental","pubTime":"2021-07-27 07:08","market":"us","language":"en","title":"Tesla sales surge 98%; company boosts margins on its less-costly electric cars","url":"https://stock-news.laohu8.com/highlight/detail?id=1153028059","media":"Reuters","summary":" -Tesla Inc posted a bigger second-quarter profit than expected on Tuesday thanks to sharply higher sales of its less-expensive electric vehicles, as it raised prices to boost its margins on them.Tesla also cut costs which helped it offset many of the supply chain and microchip shortfalls facing the auto industry.For the first time since late 2019, Tesla profits did not rely on sales of environmental credits to other automakers, a sign of increasing financial health for the manufacturing operati","content":"<p>(Reuters) -Tesla Inc posted a bigger second-quarter profit than expected on Tuesday thanks to sharply higher sales of its less-expensive electric vehicles, as it raised prices to boost its margins on them.</p>\n<p>Tesla also cut costs which helped it offset many of the supply chain and microchip shortfalls facing the auto industry.</p>\n<p>For the first time since late 2019, Tesla profits did not rely on sales of environmental credits to other automakers, a sign of increasing financial health for the manufacturing operation. Tesla boosted its performance by cutting features it said were unused or unneeded and raising U.S. vehicle prices.</p>\n<p>Shares of the world’s most valuable automaker rose 1.5% in extended trade.</p>\n<p>In a call with investors and analysts, Tesla executives said that volume production growth will depend on parts availability, and Musk cautioned the shortage of semiconductors will continue.</p>\n<p>“The global chip shortage situation remains quite serious,” Musk said.</p>\n<p>Still, Musk said Tesla expects to launch production this year of the Model Y SUV at factories under construction in Texas and Germany. He said the company expects battery cell suppliers to double production next year.</p>\n<p>Despite the pandemic and the supply chain crisis, Tesla posted record deliveries during the quarter, thanks to sales of cheaper models including Model 3 sedans and Model Ys.</p>\n<p>The carmaker, led by billionaire entrepreneur Elon Musk, said revenue jumped to $11.96 billion from $6.04 billion a year earlier, when its California factory was shut down for more than six weeks due to local lockdown orders to fight the pandemic.</p>\n<p>Analysts had expected revenue of about $11.3 billion, according to IBES data from Refinitiv.</p>\n<p>Excluding items, Tesla posted a profit of $1.45 per share, easily topping analyst expectations for a profit of 98 cents per share.</p>\n<p>Tesla said operating income rose with volume growth and cost reduction, which offset higher supply chain costs, lower regulatory credit revenue and other items including $23 million in losses on investment in cryptocurrency bitcoin.</p>\n<p>Tesla’s profitability has often relied on selling regulatory credits to other automakers, but in the second quarter, Tesla was profitable without these credits for the first time since the end of 2019. Its GAAP net income was $1.14 billion in the second quarter. Revenue from the credits only totaled $354 million.</p>\n<p>“Tesla impressed with its numbers, as most of its revenue came from vehicle sales,” Jesse Cohen, senior analyst at Investing.com, said.</p>\n<p>Carmaker Stellantis expects to achieve its European carbon dioxide (CO2) emissions targets this year without environmental credits bought from Tesla.</p>\n<p>Tesla said it said it has delayed the launch of the Semi truck program to 2022 to focus on starting factories and due to limited availability of battery cells and other parts this year.</p>\n<p>But the company’s new 4680 batteries are not ready for volume production; executives said it was difficult to predict when technological challenges would be resolved.</p>\n<p>In an aside, Musk said he “most likely will not be on earnings calls” going forward to discuss financial results with investors and analysts. These calls have been a colorful quarterly ritual Musk has used for discourses on Tesla technology, or to fire back at rivals or critics.</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 sales surge 98%; company boosts margins on its less-costly electric cars</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 sales surge 98%; company boosts margins on its less-costly electric cars\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-27 07:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.reuters.com/article/tesla-results/update-4-tesla-sales-surge-98-company-boosts-margins-on-its-less-costly-electric-cars-idUSL4N2P23I5><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Reuters) -Tesla Inc posted a bigger second-quarter profit than expected on Tuesday thanks to sharply higher sales of its less-expensive electric vehicles, as it raised prices to boost its margins on ...</p>\n\n<a href=\"https://www.reuters.com/article/tesla-results/update-4-tesla-sales-surge-98-company-boosts-margins-on-its-less-costly-electric-cars-idUSL4N2P23I5\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.reuters.com/article/tesla-results/update-4-tesla-sales-surge-98-company-boosts-margins-on-its-less-costly-electric-cars-idUSL4N2P23I5","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153028059","content_text":"(Reuters) -Tesla Inc posted a bigger second-quarter profit than expected on Tuesday thanks to sharply higher sales of its less-expensive electric vehicles, as it raised prices to boost its margins on them.\nTesla also cut costs which helped it offset many of the supply chain and microchip shortfalls facing the auto industry.\nFor the first time since late 2019, Tesla profits did not rely on sales of environmental credits to other automakers, a sign of increasing financial health for the manufacturing operation. Tesla boosted its performance by cutting features it said were unused or unneeded and raising U.S. vehicle prices.\nShares of the world’s most valuable automaker rose 1.5% in extended trade.\nIn a call with investors and analysts, Tesla executives said that volume production growth will depend on parts availability, and Musk cautioned the shortage of semiconductors will continue.\n“The global chip shortage situation remains quite serious,” Musk said.\nStill, Musk said Tesla expects to launch production this year of the Model Y SUV at factories under construction in Texas and Germany. He said the company expects battery cell suppliers to double production next year.\nDespite the pandemic and the supply chain crisis, Tesla posted record deliveries during the quarter, thanks to sales of cheaper models including Model 3 sedans and Model Ys.\nThe carmaker, led by billionaire entrepreneur Elon Musk, said revenue jumped to $11.96 billion from $6.04 billion a year earlier, when its California factory was shut down for more than six weeks due to local lockdown orders to fight the pandemic.\nAnalysts had expected revenue of about $11.3 billion, according to IBES data from Refinitiv.\nExcluding items, Tesla posted a profit of $1.45 per share, easily topping analyst expectations for a profit of 98 cents per share.\nTesla said operating income rose with volume growth and cost reduction, which offset higher supply chain costs, lower regulatory credit revenue and other items including $23 million in losses on investment in cryptocurrency bitcoin.\nTesla’s profitability has often relied on selling regulatory credits to other automakers, but in the second quarter, Tesla was profitable without these credits for the first time since the end of 2019. Its GAAP net income was $1.14 billion in the second quarter. Revenue from the credits only totaled $354 million.\n“Tesla impressed with its numbers, as most of its revenue came from vehicle sales,” Jesse Cohen, senior analyst at Investing.com, said.\nCarmaker Stellantis expects to achieve its European carbon dioxide (CO2) emissions targets this year without environmental credits bought from Tesla.\nTesla said it said it has delayed the launch of the Semi truck program to 2022 to focus on starting factories and due to limited availability of battery cells and other parts this year.\nBut the company’s new 4680 batteries are not ready for volume production; executives said it was difficult to predict when technological challenges would be resolved.\nIn an aside, Musk said he “most likely will not be on earnings calls” going forward to discuss financial results with investors and analysts. These calls have been a colorful quarterly ritual Musk has used for discourses on Tesla technology, or to fire back at rivals or critics.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":841,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":199612874522640,"gmtCreate":1689775194251,"gmtModify":1689775197034,"author":{"id":"4088386203148510","authorId":"4088386203148510","name":"Divaker","avatar":"https://static.tigerbbs.com/9e435a4bfc3b2b1a28ed7d3cae0516cf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088386203148510","idStr":"4088386203148510"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/RXRX\">$Recursion Pharmaceuticals, Inc.(RXRX)$&nbsp;</a>To the moon!!!!","listText":"<a href=\"https://ttm.financial/S/RXRX\">$Recursion Pharmaceuticals, Inc.(RXRX)$&nbsp;</a>To the moon!!!!","text":"$Recursion Pharmaceuticals, Inc.(RXRX)$ To the moon!!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/199612874522640","isVote":1,"tweetType":1,"viewCount":2070,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":199424181330032,"gmtCreate":1689722784793,"gmtModify":1689722787428,"author":{"id":"4088386203148510","authorId":"4088386203148510","name":"Divaker","avatar":"https://static.tigerbbs.com/9e435a4bfc3b2b1a28ed7d3cae0516cf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088386203148510","idStr":"4088386203148510"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"0\"></v-v>","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"0\"></v-v>","text":"$Palantir Technologies Inc.(PLTR)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/199424181330032","isVote":1,"tweetType":1,"viewCount":2429,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9006904019,"gmtCreate":1641568462557,"gmtModify":1676533630242,"author":{"id":"4088386203148510","authorId":"4088386203148510","name":"Divaker","avatar":"https://static.tigerbbs.com/9e435a4bfc3b2b1a28ed7d3cae0516cf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088386203148510","idStr":"4088386203148510"},"themes":[],"htmlText":"Yo","listText":"Yo","text":"Yo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9006904019","repostId":"2201003214","repostType":4,"repost":{"id":"2201003214","kind":"highlight","pubTimestamp":1641567359,"share":"https://ttm.financial/m/news/2201003214?lang=en_US&edition=fundamental","pubTime":"2022-01-07 22:55","market":"us","language":"en","title":"Down Over 70% in 2021, These 2 Stocks Have 10X Potential","url":"https://stock-news.laohu8.com/highlight/detail?id=2201003214","media":"Motley Fool","summary":"After a rough 2021, these two stocks are looking to rebound, riding two powerful megatrends.","content":"<div>\n<p>After a brutal 2021, these two stocks are looking forward to 2022 and will attempt to reinvigorate their operations and bring back share price appreciation. While the tech-focused growth stock sell-...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/07/down-over-70-in-2021-these-2-stocks-have-10x-poten/\">Source Link</a>\n\n</div>\n","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Down Over 70% in 2021, These 2 Stocks Have 10X Potential</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\">\nDown Over 70% in 2021, These 2 Stocks Have 10X Potential\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-07 22:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/01/07/down-over-70-in-2021-these-2-stocks-have-10x-poten/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>After a brutal 2021, these two stocks are looking forward to 2022 and will attempt to reinvigorate their operations and bring back share price appreciation. While the tech-focused growth stock sell-...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/07/down-over-70-in-2021-these-2-stocks-have-10x-poten/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4567":"ESG概念","BK4534":"瑞士信贷持仓","BK4527":"明星科技股","BK4566":"资本集团","BK4528":"SaaS概念","AI":"C3.ai, Inc.","BK4190":"消闲用品","BK4505":"高瓴资本持仓","BK4535":"淡马锡持仓","BK4538":"云计算","PTON":"Peloton Interactive, Inc.","BK4550":"红杉资本持仓","BK4548":"巴美列捷福持仓","CRM":"赛富时","BK4551":"寇图资本持仓","BK4561":"索罗斯持仓","BK4023":"应用软件","BK4532":"文艺复兴科技持仓","BK4543":"AI"},"source_url":"https://www.fool.com/investing/2022/01/07/down-over-70-in-2021-these-2-stocks-have-10x-poten/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2201003214","content_text":"After a brutal 2021, these two stocks are looking forward to 2022 and will attempt to reinvigorate their operations and bring back share price appreciation. While the tech-focused growth stock sell-off has undoubtedly not helped either of these stocks, the underlying megatrends that these two companies benefit from look more robust than ever.Thanks to the strength of these trends and the beating these companies' share prices have taken, Peloton Interactive (NASDAQ: PTON) and C3.ai (NYSE: AI) look poised to rebound in 2022 -- and potentially become 10x investments over the long term.Peloton InteractiveAiming \"to connect the world through fitness, empowering people to be the best version of themselves anywhere, anytime,\" at-home fitness specialist Peloton has seen its stock drop nearly 80% from its all-time highs in 2021. As devastating as this drop has felt for investors, the stock essentially trades at the same price as it did in April 2020, just after the pandemic started -- leaving it with a market capitalization, or company price stage of $11 billion.This fact helps show just how excited the markets were over Peloton's suite of pandemic-benefiting products, primarily its famous connected fitness bikes. Furthermore, since April 2020, the company has grown its connected fitness subscriptions by 129%.With 2.5 million connected fitness subscriptions, this high-margin business continues to shine amid the company's hardware struggles related to recalls, lowered pricing, and tough year-over-year comps. The company posted an overall gross profit margin of 33% in the first quarter of fiscal year 2022 (ended Sept. 30, 2021), with the subscription unit's margin ringing in at 67%, indicating that this is Peloton's long-term path toward profitability.Furthermore, according to Comparably, Peloton's Bike and Tread products are still truly beloved by its customers, recording a Net Promoter Score (NPS) of 70 as of year-end 2021. NPS ranges from negative 100 to 100, with a positive score meaning that most customers are promoters of the company's product.Thanks to this high NPS, I fully support Peloton's decision to lower its Bike price to $1,495, especially as it has shown the ability to keep new customers in its subscription ecosystem, posting a minuscule 0.8% monthly churn rate in Q1.Due to this customer loyalty and the subscription business's immense long-term value, I believe Peloton's price-to-gross profit ratio of 9 places it in the \"too cheap to ignore\" bin of growth stocks. Consider that Apple, the largest company in the world, has a price-to-gross profit of 19, and it is clear to see that Peloton's future growth potential trades at a huge discount today.C3.aiFueled by its mission of \"helping companies solve the previously unsolvable,\" C3.ai trades with a market capitalization of $3 billion and aims to \"significantly reduce the effort and complexity of the Enterprise Artificial Intelligence software engineering problem.\"In simpler terms, C3.ai's software-as-a-service (SaaS) applications help enable things such as predictive analytics and the Internet of Things to exist functionally.While the company's operations can probably make most investors' eyes glaze over, ignoring this innovative company could be to our portfolio's detriment. Altogether, C3.ai's sales come from four groups of artificial intelligence (AI)-driven software solutions:C3 AI Suite: data integration and management, operational and security, etc.C3 AI Applications: cross-industry and industry-specific applications.C3 AI Ex Machina: no-code solution enabling AI models in any business without formal AI training.C3 AI Customer Relationship Management (CRM): sales, customer service, and marketing.All in all, this somewhat overwhelming list of solutions is what makes C3.ai unique -- it can make sense of and help businesses capitalize on all of these areas and across nearly endless industries.However, one thing to note regarding the company's revenue sources is that as of fiscal year-end 2021, 31% and 37% of total sales came from Baker Hughes and Engie, oil and utility industry experts, respectively. Thanks to C3.ai's vast array of software and serviceable industries, this number should only decline as the company grows. Yet should it lose one of these customers, it would send shockwaves through its finances.Posting accelerating year-over-year revenue growth of 41% for the second quarter of fiscal 2022, ended Oct. 31, 2021, the company now trades at only 22 times its gross profit, placing it on the cheaper end of most high-flying growth stocks. As the digital transformation continues, C3.ai's software solutions look beautifully positioned to capture new business moving forward as companies look to utilize artificial intelligence to its fullest extent within their operations.","news_type":1,"symbols_score_info":{"AI":1,"CRM":1,"PTON":1}},"isVote":1,"tweetType":1,"viewCount":1108,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9006424806,"gmtCreate":1641825133125,"gmtModify":1676533651148,"author":{"id":"4088386203148510","authorId":"4088386203148510","name":"Divaker","avatar":"https://static.tigerbbs.com/9e435a4bfc3b2b1a28ed7d3cae0516cf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088386203148510","idStr":"4088386203148510"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>fundamentals best everything. Buy more with conviction. Sell if you're stupid.","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>fundamentals best everything. Buy more with conviction. Sell if you're stupid.","text":"$Tesla Motors(TSLA)$fundamentals best everything. Buy more with conviction. Sell if you're stupid.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9006424806","isVote":1,"tweetType":1,"viewCount":2451,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":809209214,"gmtCreate":1627369943838,"gmtModify":1703488543121,"author":{"id":"4088386203148510","authorId":"4088386203148510","name":"Divaker","avatar":"https://static.tigerbbs.com/9e435a4bfc3b2b1a28ed7d3cae0516cf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088386203148510","idStr":"4088386203148510"},"themes":[],"htmlText":"Fgvhgh","listText":"Fgvhgh","text":"Fgvhgh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/809209214","repostId":"1170786685","repostType":4,"isVote":1,"tweetType":1,"viewCount":1022,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800395557,"gmtCreate":1627276303679,"gmtModify":1703486553306,"author":{"id":"4088386203148510","authorId":"4088386203148510","name":"Divaker","avatar":"https://static.tigerbbs.com/9e435a4bfc3b2b1a28ed7d3cae0516cf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088386203148510","idStr":"4088386203148510"},"themes":[],"htmlText":"Let’s see","listText":"Let’s see","text":"Let’s see","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/800395557","repostId":"1100772026","repostType":4,"isVote":1,"tweetType":1,"viewCount":574,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9002235633,"gmtCreate":1642026812266,"gmtModify":1676533671959,"author":{"id":"4088386203148510","authorId":"4088386203148510","name":"Divaker","avatar":"https://static.tigerbbs.com/9e435a4bfc3b2b1a28ed7d3cae0516cf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088386203148510","idStr":"4088386203148510"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9002235633","repostId":"1158975441","repostType":4,"repost":{"id":"1158975441","kind":"news","pubTimestamp":1642001580,"share":"https://ttm.financial/m/news/1158975441?lang=en_US&edition=fundamental","pubTime":"2022-01-12 23:33","market":"us","language":"en","title":"U.S. Inflation Hits 39-Year High of 7%, Sets Stage for Fed Hike","url":"https://stock-news.laohu8.com/highlight/detail?id=1158975441","media":"Bloomberg","summary":"U.S. consumer prices soared last year by the most in nearly four decades, illustrating red-hot infla","content":"<html><head></head><body><p>U.S. consumer prices soared last year by the most in nearly four decades, illustrating red-hot inflation that sets the stage for the start of Federal Reserve interest-rate hikes as soon as March.</p><p>The consumer price index climbed 7% in 2021, the largest 12-month gain since June 1982, according to Labor Department data released Wednesday. The widely followed inflation gauge rose 0.5% from November, exceeding forecasts.</p><p>Excluding the volatile food and energy components, so-called core prices accelerated from a month earlier, rising by a larger-than-forecast 0.6%. The measure jumped 5.5% from a year earlier, the biggest advance since 1991.</p><p>The increase in the CPI was led by higher prices for shelter and used vehicles. Food costs also contributed. Energy prices, which were a key driver of inflation through most of 2021, fell last month.</p><p>The data bolster expectations that the Fed will begin raising interest rates in March, a sharp policy adjustment from the timeline projected just a few months ago. High inflation has proven more stubborn and widespread than the central bank predicted amid unprecedented demand for goods along with capacity constraints related to the supply of both labor and materials.</p><p>Meanwhile, the unemployment rate has now fallen below 4%. Against this evolving backdrop, some Fed policy makers have said that it could be appropriate to begin shrinking the central bank’s balance sheet soon after raising rates.</p><p>Market expectations for Fed tightening expected in March and 2022 as a whole were largely unchanged after the report. Yields on 10-year Treasuries remained lower with the dollar, while the S&amp;P 500 opened higher.</p><p>“In terms of where the Fed is on their dual mandate -- inflation and the labor market -- they’re basically there,” Michael Gapen, chief U.S. economist at Barclays Plc, said on Bloomberg Television. “I don’t really think anything stops them going in March except one of these kind of outlier events. I think they’re ready.”</p><p>The energy index declined 0.4% from November, the first monthly decline since April as gasoline prices slid. Food inflation climbed 0.5%, a slight deceleration from the previous month due to falling costs for meats.</p><p>“What we have now is a mismatch between demand and supply. We have very strong demand in areas where supply is constrained, particularly around goods, particularly around things like cars,” Fed Chair Jerome Powell told the Senate Banking Committee on Tuesday.</p><p>Desperate to fill open positions, businesses are increasing pay to attract and retain workers, particularly at the lower end. But rising prices are eroding those wage advances. Inflation-adjusted average hourly earnings dropped 2.4% in December from a year earlier, the biggest drop since May, separate data showed Wednesday. However, compared with a month earlier, they rose 0.1%, the first gain in three months.</p><p>What Bloomberg Economics Says...</p><p>“The December CPI showed strong demand and supply bottlenecks still at play, with goods inflation driven higher by auto and apparel prices. A step-down in services prices may prove misleading, with shelter costs set to be a growing source of upward pressure in 2022.”</p><p>-- Andrew Husby and Yelena Shulyatyeva, economists</p><p>Shelter costs -- which are considered to be a more structural component of the CPI and make up about a third of the overall index -- rose 0.4% from the prior month. Other gauges of home prices and rents have surged last year, likely presaging a sharp acceleration in the report’s housing metrics this year and offering an enduring tailwind to inflation.</p><p>Omicron -- the dominant Covid-19 variant in the U.S. -- is poised to further disrupt already fragile supply chains as quarantines and illness prevent some employees from going to work. Spending on services like travel may slow, pushing down prices, but goods prices may move higher.</p><p>Nonetheless, the impact is expected to be temporary. Economists expect CPI growth to moderate to around 3% over the course of 2022, which will depend on supply chains normalizing and energy prices leveling off. However, higher rents, robust wage growth, subsequent waves of Covid-19 and lingering supply constraints all pose upside risks to the inflation outlook.</p><p>The persistently high inflation is also likely to maintain a high hurdle for President Joe Biden and Democrats to revive their roughly $2 trillion tax-and-spending package, after a key lawmaker, West Virginia Senator Joe Manchin, objected to the legislation in part because of the surge in prices.</p><p>On a December-December basis, the increase in the CPI was the largest advance since 1981.</p><p>The inflation environment changed markedly in 2021 compared with the prior year when a pandemic-related slowdown in demand led to the smallest calendar-year gain in the CPI since 2015.</p></body></html>","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>U.S. Inflation Hits 39-Year High of 7%, Sets Stage for Fed Hike</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. Inflation Hits 39-Year High of 7%, Sets Stage for Fed Hike\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-12 23:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/inflation-u-registers-biggest-annual-133249802.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>U.S. consumer prices soared last year by the most in nearly four decades, illustrating red-hot inflation that sets the stage for the start of Federal Reserve interest-rate hikes as soon as March.The ...</p>\n\n<a href=\"https://finance.yahoo.com/news/inflation-u-registers-biggest-annual-133249802.html\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://finance.yahoo.com/news/inflation-u-registers-biggest-annual-133249802.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158975441","content_text":"U.S. consumer prices soared last year by the most in nearly four decades, illustrating red-hot inflation that sets the stage for the start of Federal Reserve interest-rate hikes as soon as March.The consumer price index climbed 7% in 2021, the largest 12-month gain since June 1982, according to Labor Department data released Wednesday. The widely followed inflation gauge rose 0.5% from November, exceeding forecasts.Excluding the volatile food and energy components, so-called core prices accelerated from a month earlier, rising by a larger-than-forecast 0.6%. The measure jumped 5.5% from a year earlier, the biggest advance since 1991.The increase in the CPI was led by higher prices for shelter and used vehicles. Food costs also contributed. Energy prices, which were a key driver of inflation through most of 2021, fell last month.The data bolster expectations that the Fed will begin raising interest rates in March, a sharp policy adjustment from the timeline projected just a few months ago. High inflation has proven more stubborn and widespread than the central bank predicted amid unprecedented demand for goods along with capacity constraints related to the supply of both labor and materials.Meanwhile, the unemployment rate has now fallen below 4%. Against this evolving backdrop, some Fed policy makers have said that it could be appropriate to begin shrinking the central bank’s balance sheet soon after raising rates.Market expectations for Fed tightening expected in March and 2022 as a whole were largely unchanged after the report. Yields on 10-year Treasuries remained lower with the dollar, while the S&P 500 opened higher.“In terms of where the Fed is on their dual mandate -- inflation and the labor market -- they’re basically there,” Michael Gapen, chief U.S. economist at Barclays Plc, said on Bloomberg Television. “I don’t really think anything stops them going in March except one of these kind of outlier events. I think they’re ready.”The energy index declined 0.4% from November, the first monthly decline since April as gasoline prices slid. Food inflation climbed 0.5%, a slight deceleration from the previous month due to falling costs for meats.“What we have now is a mismatch between demand and supply. We have very strong demand in areas where supply is constrained, particularly around goods, particularly around things like cars,” Fed Chair Jerome Powell told the Senate Banking Committee on Tuesday.Desperate to fill open positions, businesses are increasing pay to attract and retain workers, particularly at the lower end. But rising prices are eroding those wage advances. Inflation-adjusted average hourly earnings dropped 2.4% in December from a year earlier, the biggest drop since May, separate data showed Wednesday. However, compared with a month earlier, they rose 0.1%, the first gain in three months.What Bloomberg Economics Says...“The December CPI showed strong demand and supply bottlenecks still at play, with goods inflation driven higher by auto and apparel prices. A step-down in services prices may prove misleading, with shelter costs set to be a growing source of upward pressure in 2022.”-- Andrew Husby and Yelena Shulyatyeva, economistsShelter costs -- which are considered to be a more structural component of the CPI and make up about a third of the overall index -- rose 0.4% from the prior month. Other gauges of home prices and rents have surged last year, likely presaging a sharp acceleration in the report’s housing metrics this year and offering an enduring tailwind to inflation.Omicron -- the dominant Covid-19 variant in the U.S. -- is poised to further disrupt already fragile supply chains as quarantines and illness prevent some employees from going to work. Spending on services like travel may slow, pushing down prices, but goods prices may move higher.Nonetheless, the impact is expected to be temporary. Economists expect CPI growth to moderate to around 3% over the course of 2022, which will depend on supply chains normalizing and energy prices leveling off. However, higher rents, robust wage growth, subsequent waves of Covid-19 and lingering supply constraints all pose upside risks to the inflation outlook.The persistently high inflation is also likely to maintain a high hurdle for President Joe Biden and Democrats to revive their roughly $2 trillion tax-and-spending package, after a key lawmaker, West Virginia Senator Joe Manchin, objected to the legislation in part because of the surge in prices.On a December-December basis, the increase in the CPI was the largest advance since 1981.The inflation environment changed markedly in 2021 compared with the prior year when a pandemic-related slowdown in demand led to the smallest calendar-year gain in the CPI since 2015.","news_type":1,"symbols_score_info":{".SPX":0.9,".IXIC":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2556,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9004872190,"gmtCreate":1642563739515,"gmtModify":1676533723643,"author":{"id":"4088386203148510","authorId":"4088386203148510","name":"Divaker","avatar":"https://static.tigerbbs.com/9e435a4bfc3b2b1a28ed7d3cae0516cf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088386203148510","idStr":"4088386203148510"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9004872190","repostId":"1145231721","repostType":4,"repost":{"id":"1145231721","kind":"news","pubTimestamp":1642560526,"share":"https://ttm.financial/m/news/1145231721?lang=en_US&edition=fundamental","pubTime":"2022-01-19 10:48","market":"us","language":"en","title":"Microsoft Takes Out Activision: Everything You Need To Know","url":"https://stock-news.laohu8.com/highlight/detail?id=1145231721","media":"Seeking Alpha","summary":"SummaryMicrosoft will acquire Activision Blizzard for $95 per share.This makes for a hefty premium c","content":"<html><head></head><body><p>Summary</p><ul><li>Microsoft will acquire Activision Blizzard for $95 per share.</li><li>This makes for a hefty premium compared to where ATVI traded in recent months, but ATVI traded at higher prices one year ago.</li><li>This deal makes a lot of sense for MSFT, as it will be accretive while there is also a strategic rationale to get gaming IP.</li><li>Looking for a helping hand in the market? Members of Cash Flow Kingdom get exclusive ideas and guidance to navigate any climate.</li></ul><p>Activision Blizzard, Inc. (ATVI), a leading gaming company, is getting acquired by Microsoft (MSFT), one of the largest tech companies in the world. The deal allows for compelling share price gains for those that bought into ATVI in the recent past when shares were pretty inexpensive. At the same time, I do believe that the takeover also makes a lot of sense for Microsoft. Not only is the deal immediately accretive thanks to ATVI&#39;s not very demanding valuation, but Microsoft is also able to access strong intellectual properties and will grow its strategic gaming division massively thanks to this takeover.</p><p><b>ATVI Overview</b></p><p>Activision Blizzard is a company that was, in its current form, created in 2007 when Vivendi (which owned Blizzard) and Activision agreed on a merger. Activision Blizzard is one of the largest gaming companies in the world, with annual sales of around $10 billion. Its intellectual property includes many established and sought-after franchises, including the Call of Duty franchise, the Tony Hawk franchise, the Warcraft and StarCraft franchises, the Diablo franchise, and many more. Some of the company&#39;s products utilize a free-to-play approach where in-game upgrades etc. can be purchased, such as Candy Crush. Other titles, such as the CoD franchise, come with a one-time purchase price, while others, such as World of Warcraft, require a monthly subscription fee. Some of the company&#39;s IP can be seen in the following graphic:</p><p><img src=\"https://static.tigerbbs.com/2f0c27788cd938b9ac5d39da69065280\" tg-width=\"640\" tg-height=\"580\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>ATVI IP</p><p><b>ATVI presentation</b></p><p>There is a wide range of products addressing different groups of gamers across age groups, platforms (mobile, PC, gaming consoles), and content. This allows ATVI to address hundreds of millions of gamers with its products, although it should be noted that many of those users are non-paying gamers that play ATVI&#39;s free-to-play mobile games. Still, even the company&#39;s premium products, such as the CoD franchise and the Blizzard products, have monthly users of more than 100 million (in total), per ATVI&#39;s most recent quarterly report.</p><p><img src=\"https://static.tigerbbs.com/11e56e2b4367c7533b790c0167186de6\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Data byYCharts</p><p>Over the last decade, ATVI has grown its revenue by 100%, and its cash flow by 200%. This makes for an annual growth rate of 7% and 12%, respectively, which I deem attractive. Revenue growth is, at least partially, driven by the growth across the global gaming industry. Playing games across a wide range of platforms is a type of entertainment that is becoming more popular over time, and thatgains shareversus other forms of entertainment, such as watching TV. In this growing market, ATVI didn&#39;t have any problems in generating business growth. Thanks to its strong IP and some takeovers, the company was able to grow its business quite meaningfully. Operating leverage, in turn, allowed the company to grow its profits and cash flow significantly faster than its revenue. Producing a title does come with relatively fixed costs, and selling the title to a growing number of consumers leads to outsized gains in profits and cash flow.</p><p>The global gaming market will, according to most forecasts, continue to grow rapidly for the foreseeable future. Some experts forecast that revenues will grow by10%+through the 2020s. Even if that turns out to be a too aggressive estimate, it seems pretty clear that global gaming sales will rise in the future. Current consensus estimates see ATVI grow its revenue from a little more than $9 billion this year to $18 billion in 2027, while its earnings per share are forecasted to grow from $3.80 this year to more than $9 over the same time frame. These analyst estimates may not be 100% precise, but they should be in the ballpark of where ATVI&#39;s actual results will land. Clearly, Activision Blizzard is thus a company with a compelling longer-term growth outlook, thanks primarily to strong macro tailwinds for its industry.</p><p><b>The Deal With Microsoft</b></p><p>Microsoft agreed to acquire Activision Blizzard for$95 per share, which makes for a 45% premium to the price per share before the deal was announced. This will be an all-cash deal, thus Microsoft will not issue any new shares to finance the acquisition - investors thus don&#39;t have to worry about dilution.</p><p>At the time of writing, ATVI trades at $86 per share, there thus is considerable room left versus the takeover price of $95. The takeover process will take some time, however, and management has guided that the deal will likely close in 2023. Investors will thus have to wait quite some time if they want to hold out for $95 per share, which is why I believe that selling in the high $80s or low $90s could make sense, as funds could be deployed elsewhere. Investors should also consider the risk that the acquisition could fall through, although I do not deem this particularly likely. It should be noted that it is also possible that another suitor comes out with a competing bid in the coming months, although I do not deem this especially likely, either.</p><p>Based on a share count of around 780 million, the deal values the company at $74 billion. We should adjust this for ATVI&#39;s net cash position, however, which stands at $6 billion. The actual price that Microsoft will pay for Activision Blizzard, net of cash and debt acquired, is thus $68 billion. For a company with around $3 billion in operating cash flow that isn&#39;t a low amount of money, but it isn&#39;t especially much, either. In fact, ATVI&#39;s cash flow multiple (at the takeover price) of around 23 is lower than Microsoft&#39;s current cash flow multiple of 28.</p><p>Microsoft is thus acquiring a company that is cheaper than Microsoft itself, even factoring in the takeover premium. At the same time, ATVI is forecasted to grow faster than MSFT, thus this deal looks pretty good for Microsoft: Microsoft can use a portion of its (non-productive) cash pile to acquire a company that is growing faster than itself and that trades at a lower valuation.</p><p>At the same time, there is also a strong strategic rationale for Microsoft to do this takeover. Microsoft&#39;s gaming franchise is solid, but lacking scale and strong/attractive intellectual property. By acquiring ATVI, with its established huge franchises, such as CoD or Diablo, Microsoft can strengthen its position in an area where it is currently looking relatively weak. At the same time, with Microsoft&#39;s massive resources, investments in ATVI&#39;s franchises could be increased, which would possibly allow for a better output when it comes to class A titles in the future. Since Microsoft already owns one of the major gaming platforms (Xbox), getting a stronger hold on the software side will make Microsoft a stronger player in the gaming industry overall. I wouldn&#39;t be surprised to see Microsoft develop more exclusive Xbox titles in the future, using ATVI&#39;s IP, which should also drive sales for Microsoft&#39;s gaming hardware side.</p><p><b>What It Means For ATVI And MSFT Shareholders</b></p><p>For Microsoft&#39;s shareholders, this seems like a huge win - which is why I was surprised to see MSFT&#39;s shares decline initially. Microsoft gets to deploy cash in an accretive way (more accretive than buybacks) while strengthening the company&#39;s position in a huge growth market. There is, from Microsoft&#39;s side, nothing to dislike about this deal, I believe. I personally think that it makes more sense than the LinkedIn acquisition, for example.</p><p>For Activision Blizzard&#39;s shareholders, the acquisition looks pretty solid as well - especially for those that bought when shares were pretty inexpensive over the last couple of months. Those that bought in early 2021, when shares traded at as much as $100, might feel that the takeover price is too low. A case could be made that ATVI deserves a higher takeover price based on its future growth outlook, but I believe that ATVI&#39;s shareholders are getting a pretty reasonable payment here.</p><p>I own shares in both companies, with the ATVI position being a relatively new one, bought in late 2021 at around $65 per share (missing the bottom, which was at $56). I am happy to bag a 30%+ return for a couple of months and plan to sell my shares in the near term, even though I won&#39;t receive the full $95 per share by doing so. I might deploy some of the proceeds into MSFT, although not all of them, as I deem Microsoft pretty expensive right now. MSFT is, after all, trading at more than 33x this year&#39;s net profits (ATVI, for reference, was trading at just 17x forward profits when I bought my stake).</p><p>For those ATVI investors that want to have exposure to ATVI&#39;s IP, buying MSFT is a logical choice, although they should be clear about the fact that ATVI will only be a relatively small part of the much bigger MSFT. For those that want to deploy their money into a 100% gaming-focused pick, Take-Two Interactive (TTWO) could be a reasonable choice - its shares have become less expensive following the announcement of the Zynga (ZNGA) deal, and TTWO owns strong IP as well (e.g., GTA).</p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Microsoft Takes Out Activision: Everything You Need To Know</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicrosoft Takes Out Activision: Everything You Need To Know\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-19 10:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4480128-msft-takes-out-atvi><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryMicrosoft will acquire Activision Blizzard for $95 per share.This makes for a hefty premium compared to where ATVI traded in recent months, but ATVI traded at higher prices one year ago.This ...</p>\n\n<a href=\"https://seekingalpha.com/article/4480128-msft-takes-out-atvi\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ATVI":"动视暴雪","MSFT":"微软"},"source_url":"https://seekingalpha.com/article/4480128-msft-takes-out-atvi","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145231721","content_text":"SummaryMicrosoft will acquire Activision Blizzard for $95 per share.This makes for a hefty premium compared to where ATVI traded in recent months, but ATVI traded at higher prices one year ago.This deal makes a lot of sense for MSFT, as it will be accretive while there is also a strategic rationale to get gaming IP.Looking for a helping hand in the market? Members of Cash Flow Kingdom get exclusive ideas and guidance to navigate any climate.Activision Blizzard, Inc. (ATVI), a leading gaming company, is getting acquired by Microsoft (MSFT), one of the largest tech companies in the world. The deal allows for compelling share price gains for those that bought into ATVI in the recent past when shares were pretty inexpensive. At the same time, I do believe that the takeover also makes a lot of sense for Microsoft. Not only is the deal immediately accretive thanks to ATVI's not very demanding valuation, but Microsoft is also able to access strong intellectual properties and will grow its strategic gaming division massively thanks to this takeover.ATVI OverviewActivision Blizzard is a company that was, in its current form, created in 2007 when Vivendi (which owned Blizzard) and Activision agreed on a merger. Activision Blizzard is one of the largest gaming companies in the world, with annual sales of around $10 billion. Its intellectual property includes many established and sought-after franchises, including the Call of Duty franchise, the Tony Hawk franchise, the Warcraft and StarCraft franchises, the Diablo franchise, and many more. Some of the company's products utilize a free-to-play approach where in-game upgrades etc. can be purchased, such as Candy Crush. Other titles, such as the CoD franchise, come with a one-time purchase price, while others, such as World of Warcraft, require a monthly subscription fee. Some of the company's IP can be seen in the following graphic:ATVI IPATVI presentationThere is a wide range of products addressing different groups of gamers across age groups, platforms (mobile, PC, gaming consoles), and content. This allows ATVI to address hundreds of millions of gamers with its products, although it should be noted that many of those users are non-paying gamers that play ATVI's free-to-play mobile games. Still, even the company's premium products, such as the CoD franchise and the Blizzard products, have monthly users of more than 100 million (in total), per ATVI's most recent quarterly report.Data byYChartsOver the last decade, ATVI has grown its revenue by 100%, and its cash flow by 200%. This makes for an annual growth rate of 7% and 12%, respectively, which I deem attractive. Revenue growth is, at least partially, driven by the growth across the global gaming industry. Playing games across a wide range of platforms is a type of entertainment that is becoming more popular over time, and thatgains shareversus other forms of entertainment, such as watching TV. In this growing market, ATVI didn't have any problems in generating business growth. Thanks to its strong IP and some takeovers, the company was able to grow its business quite meaningfully. Operating leverage, in turn, allowed the company to grow its profits and cash flow significantly faster than its revenue. Producing a title does come with relatively fixed costs, and selling the title to a growing number of consumers leads to outsized gains in profits and cash flow.The global gaming market will, according to most forecasts, continue to grow rapidly for the foreseeable future. Some experts forecast that revenues will grow by10%+through the 2020s. Even if that turns out to be a too aggressive estimate, it seems pretty clear that global gaming sales will rise in the future. Current consensus estimates see ATVI grow its revenue from a little more than $9 billion this year to $18 billion in 2027, while its earnings per share are forecasted to grow from $3.80 this year to more than $9 over the same time frame. These analyst estimates may not be 100% precise, but they should be in the ballpark of where ATVI's actual results will land. Clearly, Activision Blizzard is thus a company with a compelling longer-term growth outlook, thanks primarily to strong macro tailwinds for its industry.The Deal With MicrosoftMicrosoft agreed to acquire Activision Blizzard for$95 per share, which makes for a 45% premium to the price per share before the deal was announced. This will be an all-cash deal, thus Microsoft will not issue any new shares to finance the acquisition - investors thus don't have to worry about dilution.At the time of writing, ATVI trades at $86 per share, there thus is considerable room left versus the takeover price of $95. The takeover process will take some time, however, and management has guided that the deal will likely close in 2023. Investors will thus have to wait quite some time if they want to hold out for $95 per share, which is why I believe that selling in the high $80s or low $90s could make sense, as funds could be deployed elsewhere. Investors should also consider the risk that the acquisition could fall through, although I do not deem this particularly likely. It should be noted that it is also possible that another suitor comes out with a competing bid in the coming months, although I do not deem this especially likely, either.Based on a share count of around 780 million, the deal values the company at $74 billion. We should adjust this for ATVI's net cash position, however, which stands at $6 billion. The actual price that Microsoft will pay for Activision Blizzard, net of cash and debt acquired, is thus $68 billion. For a company with around $3 billion in operating cash flow that isn't a low amount of money, but it isn't especially much, either. In fact, ATVI's cash flow multiple (at the takeover price) of around 23 is lower than Microsoft's current cash flow multiple of 28.Microsoft is thus acquiring a company that is cheaper than Microsoft itself, even factoring in the takeover premium. At the same time, ATVI is forecasted to grow faster than MSFT, thus this deal looks pretty good for Microsoft: Microsoft can use a portion of its (non-productive) cash pile to acquire a company that is growing faster than itself and that trades at a lower valuation.At the same time, there is also a strong strategic rationale for Microsoft to do this takeover. Microsoft's gaming franchise is solid, but lacking scale and strong/attractive intellectual property. By acquiring ATVI, with its established huge franchises, such as CoD or Diablo, Microsoft can strengthen its position in an area where it is currently looking relatively weak. At the same time, with Microsoft's massive resources, investments in ATVI's franchises could be increased, which would possibly allow for a better output when it comes to class A titles in the future. Since Microsoft already owns one of the major gaming platforms (Xbox), getting a stronger hold on the software side will make Microsoft a stronger player in the gaming industry overall. I wouldn't be surprised to see Microsoft develop more exclusive Xbox titles in the future, using ATVI's IP, which should also drive sales for Microsoft's gaming hardware side.What It Means For ATVI And MSFT ShareholdersFor Microsoft's shareholders, this seems like a huge win - which is why I was surprised to see MSFT's shares decline initially. Microsoft gets to deploy cash in an accretive way (more accretive than buybacks) while strengthening the company's position in a huge growth market. There is, from Microsoft's side, nothing to dislike about this deal, I believe. I personally think that it makes more sense than the LinkedIn acquisition, for example.For Activision Blizzard's shareholders, the acquisition looks pretty solid as well - especially for those that bought when shares were pretty inexpensive over the last couple of months. Those that bought in early 2021, when shares traded at as much as $100, might feel that the takeover price is too low. A case could be made that ATVI deserves a higher takeover price based on its future growth outlook, but I believe that ATVI's shareholders are getting a pretty reasonable payment here.I own shares in both companies, with the ATVI position being a relatively new one, bought in late 2021 at around $65 per share (missing the bottom, which was at $56). I am happy to bag a 30%+ return for a couple of months and plan to sell my shares in the near term, even though I won't receive the full $95 per share by doing so. I might deploy some of the proceeds into MSFT, although not all of them, as I deem Microsoft pretty expensive right now. MSFT is, after all, trading at more than 33x this year's net profits (ATVI, for reference, was trading at just 17x forward profits when I bought my stake).For those ATVI investors that want to have exposure to ATVI's IP, buying MSFT is a logical choice, although they should be clear about the fact that ATVI will only be a relatively small part of the much bigger MSFT. For those that want to deploy their money into a 100% gaming-focused pick, Take-Two Interactive (TTWO) could be a reasonable choice - its shares have become less expensive following the announcement of the Zynga (ZNGA) deal, and TTWO owns strong IP as well (e.g., GTA).","news_type":1,"symbols_score_info":{"ATVI":0.9,"MSFT":0.9}},"isVote":1,"tweetType":1,"viewCount":3645,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9006525840,"gmtCreate":1641789915274,"gmtModify":1676533648499,"author":{"id":"4088386203148510","authorId":"4088386203148510","name":"Divaker","avatar":"https://static.tigerbbs.com/9e435a4bfc3b2b1a28ed7d3cae0516cf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088386203148510","idStr":"4088386203148510"},"themes":[],"htmlText":"Black Rock the best&nbsp;","listText":"Black Rock the best&nbsp;","text":"Black Rock the best","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9006525840","repostId":"1167567792","repostType":4,"repost":{"id":"1167567792","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":1641787344,"share":"https://ttm.financial/m/news/1167567792?lang=en_US&edition=fundamental","pubTime":"2022-01-10 12:02","market":"us","language":"en","title":"What to Watch as Fourth-Quarter Earnings Season Begins?","url":"https://stock-news.laohu8.com/highlight/detail?id=1167567792","media":"Tiger Newspress","summary":"The Fourth-quarter earnings season ramps up in earnest this week with a packed schedule of major fin","content":"<html><head></head><body><p>The Fourth-quarter earnings season ramps up in earnest this week with a packed schedule of major financial companies poised to report results. Investors have been anxiously awaiting the start of the latest earnings season.</p><p><img src=\"https://static.tigerbbs.com/d225fa40735d5e076b56a1124d292c4f\" tg-width=\"726\" tg-height=\"1060\" width=\"100%\" height=\"auto\"/></p><p>Bank stocks have perked up lately, as the outlook for interest rates has become more favorable to the group’s business. The market sees the coming Fed tightening cycle and the resulting projected steepening of the yield curve as a benefit to bank margins.</p><p>JPMorgan kicks-off the 2021 Q4 reporting cycle for the group on Friday, January 14th. JPMorgan is expected to have earned $3.01 per share on $29.89 billion in revenues in 2021 Q4. This would represent a year-over-year change in earnings and revenues of -26.8% and +2.3%, respectively.</p><p>JPMorgan shares were down following each of the preceding 5 quarterly releases despite handily beating estimates. This makes us think that the setup is likely not very favorable for how JPM shares might be expected to behave in response to the release, particularly with the stock up more than +3% over the past month even as the S&amp;P 500 index has modestly lost ground (down -0.5%).</p><p>Other industry players on deck to report Q4 results the same day as JPMorgan include Citigroup, Wells Fargo and BlackRock.</p><p>Bank earnings over the past year or so benefited from record capital market activities (investment banking as well as trading volumes), benign credit conditions that allowed reserve releases, partly offset by net interest margin pressures and anemic loan demand.</p><p>With respect to capital markets in the Q4 quarterly releases, we should expect continued strong numbers from JPMorgan, Citi and the other money center operators and brokers. While the group’s Q4 capital markets totals will most likely be below the strong showing in the September quarter, they will nevertheless be significantly above pre-pandemic levels. Trends in the pipeline about investment banking deal flow suggest that the strong momentum should continue in 2022, though likely below the record 2021 level.</p><p>It will be interesting to see management’s commentary about trends in the core banking business, particularly about loan demand. The group’s Q4 results are expected to show some modest improvement in loan growth, but it has so far been a lot weaker than would be consistent with the degree of rebound in household and business spending. Management’s outlook for the yield curve will also be informative.</p><p>For the Finance sector as a whole, total Q4 earnings are expected to increase +3.6% on 3.4% higher revenues. The chart below shows Q4 expectations for the Finance sector’s constituent industries in the context of what these industries reported in Q3 and what is expected for 2022 Q1.</p><p><b>Q4 Earnings Season Gets Underway</b></p><p>The Q4 reporting cycle will (unofficially) get underway this week. But from our perspective, the Q4 earnings season has gotten underway already, with results from 20 S&amp;P 500 out at this stage. These 20 index members - including bellwether operators like FedEx, Nike, Oracle and others - reported results for their fiscal quarters ending in November, which we count as part of the official December-quarter tally.</p><p>We have roughly 30 companies on deck to report results this week, including 8 S&amp;P 500 members. This week’s reporters include the aforementioned big banks and a few other major players like Delta Airlines and chip-maker Taiwan Semiconductor.</p><p>For the 20 index members that have reported already, total Q4 earnings or aggregate net income is up +29.3% from the same period last year on +12.8% higher revenues, with 85% of the companies beating EPS estimates and 90% beating revenue estimates.</p><p>This is too small a sample to draw any firm conclusions from. That said, the comparison charts below put the earnings and revenue growth rates for these 20 companies in a historical context.</p><p></p><p><b>Earnings calendar</b></p><ul><li><b>Monday:</b> No notable reports scheduled for release</li><li><b>Tuesday:</b> No notable reports scheduled for release</li><li><b>Wednesday:</b> No notable reports scheduled for release</li><li><b>Thursday:</b> Delta Air Lines(DAL), Taiwan Semiconductor Manufacturing Company(TSM)before market open</li><li><b>Friday:</b> JPMorgan Chase(JPM), BlackRock(BLK), Citigroup(C), Wells Fargo(WFC) and First Republic Bank(FRC)before market open</li></ul></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>What to Watch as Fourth-Quarter Earnings Season Begins?</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 to Watch as Fourth-Quarter Earnings Season Begins?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-01-10 12:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The Fourth-quarter earnings season ramps up in earnest this week with a packed schedule of major financial companies poised to report results. Investors have been anxiously awaiting the start of the latest earnings season.</p><p><img src=\"https://static.tigerbbs.com/d225fa40735d5e076b56a1124d292c4f\" tg-width=\"726\" tg-height=\"1060\" width=\"100%\" height=\"auto\"/></p><p>Bank stocks have perked up lately, as the outlook for interest rates has become more favorable to the group’s business. The market sees the coming Fed tightening cycle and the resulting projected steepening of the yield curve as a benefit to bank margins.</p><p>JPMorgan kicks-off the 2021 Q4 reporting cycle for the group on Friday, January 14th. JPMorgan is expected to have earned $3.01 per share on $29.89 billion in revenues in 2021 Q4. This would represent a year-over-year change in earnings and revenues of -26.8% and +2.3%, respectively.</p><p>JPMorgan shares were down following each of the preceding 5 quarterly releases despite handily beating estimates. This makes us think that the setup is likely not very favorable for how JPM shares might be expected to behave in response to the release, particularly with the stock up more than +3% over the past month even as the S&amp;P 500 index has modestly lost ground (down -0.5%).</p><p>Other industry players on deck to report Q4 results the same day as JPMorgan include Citigroup, Wells Fargo and BlackRock.</p><p>Bank earnings over the past year or so benefited from record capital market activities (investment banking as well as trading volumes), benign credit conditions that allowed reserve releases, partly offset by net interest margin pressures and anemic loan demand.</p><p>With respect to capital markets in the Q4 quarterly releases, we should expect continued strong numbers from JPMorgan, Citi and the other money center operators and brokers. While the group’s Q4 capital markets totals will most likely be below the strong showing in the September quarter, they will nevertheless be significantly above pre-pandemic levels. Trends in the pipeline about investment banking deal flow suggest that the strong momentum should continue in 2022, though likely below the record 2021 level.</p><p>It will be interesting to see management’s commentary about trends in the core banking business, particularly about loan demand. The group’s Q4 results are expected to show some modest improvement in loan growth, but it has so far been a lot weaker than would be consistent with the degree of rebound in household and business spending. Management’s outlook for the yield curve will also be informative.</p><p>For the Finance sector as a whole, total Q4 earnings are expected to increase +3.6% on 3.4% higher revenues. The chart below shows Q4 expectations for the Finance sector’s constituent industries in the context of what these industries reported in Q3 and what is expected for 2022 Q1.</p><p><b>Q4 Earnings Season Gets Underway</b></p><p>The Q4 reporting cycle will (unofficially) get underway this week. But from our perspective, the Q4 earnings season has gotten underway already, with results from 20 S&amp;P 500 out at this stage. These 20 index members - including bellwether operators like FedEx, Nike, Oracle and others - reported results for their fiscal quarters ending in November, which we count as part of the official December-quarter tally.</p><p>We have roughly 30 companies on deck to report results this week, including 8 S&amp;P 500 members. This week’s reporters include the aforementioned big banks and a few other major players like Delta Airlines and chip-maker Taiwan Semiconductor.</p><p>For the 20 index members that have reported already, total Q4 earnings or aggregate net income is up +29.3% from the same period last year on +12.8% higher revenues, with 85% of the companies beating EPS estimates and 90% beating revenue estimates.</p><p>This is too small a sample to draw any firm conclusions from. That said, the comparison charts below put the earnings and revenue growth rates for these 20 companies in a historical context.</p><p></p><p><b>Earnings calendar</b></p><ul><li><b>Monday:</b> No notable reports scheduled for release</li><li><b>Tuesday:</b> No notable reports scheduled for release</li><li><b>Wednesday:</b> No notable reports scheduled for release</li><li><b>Thursday:</b> Delta Air Lines(DAL), Taiwan Semiconductor Manufacturing Company(TSM)before market open</li><li><b>Friday:</b> JPMorgan Chase(JPM), BlackRock(BLK), Citigroup(C), Wells Fargo(WFC) and First Republic Bank(FRC)before market open</li></ul></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WFC":"富国银行","BLK":"贝莱德","JPM":"摩根大通","ADBE":"Adobe","TSM":"台积电","C":"花旗"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167567792","content_text":"The Fourth-quarter earnings season ramps up in earnest this week with a packed schedule of major financial companies poised to report results. Investors have been anxiously awaiting the start of the latest earnings season.Bank stocks have perked up lately, as the outlook for interest rates has become more favorable to the group’s business. The market sees the coming Fed tightening cycle and the resulting projected steepening of the yield curve as a benefit to bank margins.JPMorgan kicks-off the 2021 Q4 reporting cycle for the group on Friday, January 14th. JPMorgan is expected to have earned $3.01 per share on $29.89 billion in revenues in 2021 Q4. This would represent a year-over-year change in earnings and revenues of -26.8% and +2.3%, respectively.JPMorgan shares were down following each of the preceding 5 quarterly releases despite handily beating estimates. This makes us think that the setup is likely not very favorable for how JPM shares might be expected to behave in response to the release, particularly with the stock up more than +3% over the past month even as the S&P 500 index has modestly lost ground (down -0.5%).Other industry players on deck to report Q4 results the same day as JPMorgan include Citigroup, Wells Fargo and BlackRock.Bank earnings over the past year or so benefited from record capital market activities (investment banking as well as trading volumes), benign credit conditions that allowed reserve releases, partly offset by net interest margin pressures and anemic loan demand.With respect to capital markets in the Q4 quarterly releases, we should expect continued strong numbers from JPMorgan, Citi and the other money center operators and brokers. While the group’s Q4 capital markets totals will most likely be below the strong showing in the September quarter, they will nevertheless be significantly above pre-pandemic levels. Trends in the pipeline about investment banking deal flow suggest that the strong momentum should continue in 2022, though likely below the record 2021 level.It will be interesting to see management’s commentary about trends in the core banking business, particularly about loan demand. The group’s Q4 results are expected to show some modest improvement in loan growth, but it has so far been a lot weaker than would be consistent with the degree of rebound in household and business spending. Management’s outlook for the yield curve will also be informative.For the Finance sector as a whole, total Q4 earnings are expected to increase +3.6% on 3.4% higher revenues. The chart below shows Q4 expectations for the Finance sector’s constituent industries in the context of what these industries reported in Q3 and what is expected for 2022 Q1.Q4 Earnings Season Gets UnderwayThe Q4 reporting cycle will (unofficially) get underway this week. But from our perspective, the Q4 earnings season has gotten underway already, with results from 20 S&P 500 out at this stage. These 20 index members - including bellwether operators like FedEx, Nike, Oracle and others - reported results for their fiscal quarters ending in November, which we count as part of the official December-quarter tally.We have roughly 30 companies on deck to report results this week, including 8 S&P 500 members. This week’s reporters include the aforementioned big banks and a few other major players like Delta Airlines and chip-maker Taiwan Semiconductor.For the 20 index members that have reported already, total Q4 earnings or aggregate net income is up +29.3% from the same period last year on +12.8% higher revenues, with 85% of the companies beating EPS estimates and 90% beating revenue estimates.This is too small a sample to draw any firm conclusions from. That said, the comparison charts below put the earnings and revenue growth rates for these 20 companies in a historical context.Earnings calendarMonday: No notable reports scheduled for releaseTuesday: No notable reports scheduled for releaseWednesday: No notable reports scheduled for releaseThursday: Delta Air Lines(DAL), Taiwan Semiconductor Manufacturing Company(TSM)before market openFriday: JPMorgan Chase(JPM), BlackRock(BLK), Citigroup(C), Wells Fargo(WFC) and First Republic Bank(FRC)before market open","news_type":1,"symbols_score_info":{"C":0.9,"TSM":0.9,"ADBE":0.9,"WFC":0.9,"JPM":0.9,"BLK":0.9}},"isVote":1,"tweetType":1,"viewCount":1072,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9002235833,"gmtCreate":1642026788856,"gmtModify":1676533671951,"author":{"id":"4088386203148510","authorId":"4088386203148510","name":"Divaker","avatar":"https://static.tigerbbs.com/9e435a4bfc3b2b1a28ed7d3cae0516cf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088386203148510","idStr":"4088386203148510"},"themes":[],"htmlText":"No brainer. Just buy and hodl. No paper hands!!","listText":"No brainer. Just buy and hodl. No paper hands!!","text":"No brainer. Just buy and hodl. No paper hands!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9002235833","repostId":"1114732808","repostType":4,"isVote":1,"tweetType":1,"viewCount":2170,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}