Landly personal page - To The Moon

Landly

Landly

No personal profile

65Follow

0Followers

0Topic

0Badge

2022-01-09

Wow

Could Airbnb Be a Millionaire-Maker Stock?

2021-12-30

Go go Nio

Lucid Vs. NIO Stock: Which EV Stock Is The Better Buy?

2022-07-11

Ok

3 Stocks to Avoid This Week

2022-03-30

$8VI Holdings Ltd(8VI.AU)$What should i do with this share 😭

2022-01-20

Good

Why This Analyst Believes SoFi Technologies Will Disrupt Legacy Consumer Finance

2021-12-23

Good

Tencent to declare interim dividend by way of distribution in specie of class a ordinary shares of JD.com

2022-07-06

Good

Tiger Chart | How Will U.S. Stocks Perform in H2 of the Year After a Bad H1?

2022-06-14

Good

Why Alibaba Will Outperform Amazon

2022-01-14

Good

Sorry, the original content has been removed

2022-01-03

Wow

Sorry, the original content has been removed

Go to Tiger App to see more news

{"i18n":{"language":"en_US"},"userPageInfo":{"id":"4094121442063350","uuid":"4094121442063350","gmtCreate":1634647400011,"gmtModify":1634779059785,"name":"Landly","pinyin":"landly","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.tigerbbs.com/ce065c1af1c7d5cd069f3f1e42d324ad","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":0,"headSize":65,"tweetSize":0,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖（非转发）","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[{"badgeId":"1026c425416b44e0aac28c11a0848493-3","templateUuid":"1026c425416b44e0aac28c11a0848493","name":" Tiger Idol","description":"Join the tiger community for 1500 days","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.11.28","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.29","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":2,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":11,"crmLevelSwitch":0,"location":null,"starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"hot","tweets":[{"id":9071594928,"gmtCreate":1657551057364,"gmtModify":1676536023962,"author":{"id":"4094121442063350","authorId":"4094121442063350","name":"Landly","avatar":"https://static.tigerbbs.com/ce065c1af1c7d5cd069f3f1e42d324ad","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4094121442063350","idStr":"4094121442063350"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9071594928","repostId":"2250493079","repostType":4,"repost":{"id":"2250493079","kind":"highlight","pubTimestamp":1657553267,"share":"https://ttm.financial/m/news/2250493079?lang=en_US&edition=fundamental","pubTime":"2022-07-11 23:27","market":"us","language":"en","title":"3 Stocks to Avoid This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=2250493079","media":"Motley Fool","summary":"These investments seem pretty vulnerable right now.","content":"<div>\n<p>All but one of my \"three stocks to avoid\" column last week went according to plan, but it wasn't enough. The three stocks I thought were going to lose to the market for the week -- Coinbase, H&R Block...</p>\n\n<a href=\"https://www.fool.com/investing/2022/07/11/3-stocks-to-avoid-this-week/\">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>3 Stocks to Avoid This Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Stocks to Avoid This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-11 23:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/07/11/3-stocks-to-avoid-this-week/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>All but one of my \"three stocks to avoid\" column last week went according to plan, but it wasn't enough. The three stocks I thought were going to lose to the market for the week -- Coinbase, H&R Block...</p>\n\n<a href=\"https://www.fool.com/investing/2022/07/11/3-stocks-to-avoid-this-week/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"COIN":"Coinbase Global, Inc.","XOM":"埃克森美孚","CAG":"康尼格拉"},"source_url":"https://www.fool.com/investing/2022/07/11/3-stocks-to-avoid-this-week/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2250493079","content_text":"All but one of my \"three stocks to avoid\" column last week went according to plan, but it wasn't enough. The three stocks I thought were going to lose to the market for the week -- Coinbase, H&R Block, and WD-40-- finished up 23%, up 1%, and down 13%, respectively, averaging out to a 3.7% increase.The S&P 500 experienced a 1.9% ascent, but the investments I figured would fare rose nearly twice as much. I was wrong. But I have still been correct in 25 of the past 38 weeks.Where do I go to next? I see Conagra, Coinbase, and ExxonMobil as stocks you may want to consider steering clear of this week. Let's go over my near-term concerns with all three investments.ConagraThere's a good chance that there's some Conagra in your kitchen. Scour your fridge or pantry, and you may find some Slim Jim beef jerky, Pam non-stick spray, Hunt's ketchup, or Log Cabin maple syrup. There are dozens of Conagra brands that are literally and figuratively household names. I'm still con Conagra this week.The brand giant reports financial results on Thursday morning. It hasn't been very impressive lately. It has failed to exceed analyst profit targets in back-to-back quarters, and Wall Street expectations have been trending lower in recent months. Being a haven for premium brands isn't a lot of fun when the economy's wobbly and folks are trading down to lower-margin store brands. Wall Street sees revenue at Conagra climbing just 3% this year as well as 2023. It's hard to get excited about this week's financial update with that backdrop.CoinbaseThe one stock that burned me last week was Coinbase. It soared 23%, more than offsetting the other two selections that failed to beat the market. But I'm not sure the rally is sustainable. Crypto markets have bounced back, but confidence is rattled for digital currency traders. A couple of notable platforms have either frozen assets or filed for bankruptcy protection.Recovery won't be easy, and you can be sure that the once beefy yields that folks were earning on some of these platforms aren't coming back anytime soon. Coinbase is the top dog, and it will survive the current crisis. It has a strong balance sheet, and it didn't go deep into the risk spectrum to deliver staking rewards for its users.However, Coinbase was reeling even before lesser platforms were exposed. Retail trading volume plummeted 58% sequentially in this year's first quarter, and the second quarter that concluded last week probably isn't going to hold up much better. Crypto prices may be starting to stabilize now that stock prices are also showing some resiliency, but a lot of scorched investors are going to stay away for now.ExxonMobilStocks were rallying last week, but one of the hottest industries of 2022 took a breather. Oil and gas stocks declined as energy costs inched lower. Will the sector rotation continue in the week ahead?You don't want to bet against ExxonMobil over the long haul. The integrated oil major has more going for it than just the recent pain at the pump. However, sector rotation makes hot industries mortal during the shift. Did you realize that ExxonMobil's surge over the past year has dropped its once meteoric yield to just 4.1%? If stocks continue to rally it's a safe bet that ExxonMobil will be a laggard for now.It's going to be a bumpy road for some of these investments. If you're looking for safe stocks, you aren't likely to find them in Conagra, Coinbase, and ExxonMobil this week.","news_type":1,"symbols_score_info":{"XOM":0.9,"COIN":0.9,"CAG":0.9}},"isVote":1,"tweetType":1,"viewCount":3200,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9079002924,"gmtCreate":1657117002368,"gmtModify":1676535952195,"author":{"id":"4094121442063350","authorId":"4094121442063350","name":"Landly","avatar":"https://static.tigerbbs.com/ce065c1af1c7d5cd069f3f1e42d324ad","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4094121442063350","idStr":"4094121442063350"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9079002924","repostId":"9070794773","repostType":1,"repost":{"id":9070794773,"gmtCreate":1657103498990,"gmtModify":1676535949754,"author":{"id":"3479274788369128","authorId":"3479274788369128","name":"YT Finance","avatar":"https://static.tigerbbs.com/b6a88deab8f94c02e156d705ee928536","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3479274788369128","idStr":"3479274788369128"},"themes":[],"title":"","htmlText":"\n \n \n  Discounted Stocks to BUY NOW! Best stocks to buy in July 2022 while the stock market is crashing!\n \n","listText":"Discounted Stocks to BUY NOW! Best stocks to buy in July 2022 while the stock market is crashing!","text":"Discounted Stocks to BUY NOW! Best stocks to buy in July 2022 while the stock market is crashing!","images":[{"img":"https://static.tigerbbs.com/2ef8b549a0e4870158e00103afcd7412","width":"0","height":"0"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9070794773","isVote":1,"tweetType":2,"object":{"id":"3b87912fce48407d868e3e8d7c2428b9","tweetId":"9070794773","title":"Discounted Stocks to BUY NOW! Best stocks to buy in July 2022 while the stock market is crashing!","videoUrl":"http://v.tigerbbs.com/1657103494367b9a6c8a4dec7e4c14a1cd39a0db573ba.mp4","poster":"https://static.tigerbbs.com/2ef8b549a0e4870158e00103afcd7412","shareLink":"http://v.tigerbbs.com/1657103494367b9a6c8a4dec7e4c14a1cd39a0db573ba.mp4"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2441,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9070571157,"gmtCreate":1657081051079,"gmtModify":1676535946282,"author":{"id":"4094121442063350","authorId":"4094121442063350","name":"Landly","avatar":"https://static.tigerbbs.com/ce065c1af1c7d5cd069f3f1e42d324ad","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4094121442063350","idStr":"4094121442063350"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9070571157","repostId":"1185859082","repostType":4,"repost":{"id":"1185859082","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":1657072832,"share":"https://ttm.financial/m/news/1185859082?lang=en_US&edition=fundamental","pubTime":"2022-07-06 10:00","market":"us","language":"en","title":"Tiger Chart | How Will U.S. Stocks Perform in H2 of the Year After a Bad H1?","url":"https://stock-news.laohu8.com/highlight/detail?id=1185859082","media":"Tiger Newspress","summary":"Worst start after Great Depression in around 100 years; Corporate fundamentals should exhibit relati","content":"<html><head></head><body><p>Worst start after Great Depression in around 100 years; Corporate fundamentals should exhibit relative resilience for the rest of the year.</p><p><img src=\"https://static.tigerbbs.com/7830b975cfd79c7d60ae8df1cbdc1722\" tg-width=\"1500\" tg-height=\"1145\" width=\"100%\" height=\"auto\"/></p><p>Equity sentiment, investor positioning and market internals have been bearish, resulting in the worst annual start for equities in around 100 years, with the exception of the Great Depression. Portfolios are defensively positioned for a recessionary outcome and corporate fundamentals should exhibit relative resilience for the rest of the year, despite some softness in corporate guidance.</p><p>“We believe the fundamental risk-reward for equities will be improving as we enter the second half of the year, with growth-policy tradeoff likely to turn, from both sides,”said Dubravko Lakos-Bujas, Global Head of Equity Macro Research at J.P. Morgan.</p><p>Mid-to-high single digit growth rate is expected for S&amp;P 500 earnings per share (EPS) in 2022, with J.P. Morgan estimates at $225 (vs. consensus $229.58). Growth should moderate in 2023 with negative revisions to EPS driven by slight margin compression and U.S. dollar headwinds.</p><p>Equity markets typically have large drawdowns during a hiking cycle, with an average sell-off of -16% in the 13 cycles since 1954. The -25% drawdown so far in this cycle is comparable to 1986-89 cycle (-32.6%, Black Monday, recession came after three and a half years from the start of the cycle). Anything short of a recession will likely catch most investors completely wrong-footed, especially after broad correction that resulted in the average stock drawdown around 80% of the way to prior recession bottoms.</p><p>“At the current juncture defensive stocks possess valuation risk while flushed out cyclicals / growth / small-caps are presenting an increasingly attractive risk/reward. Our highest conviction sector call remains energy (strong fundamentals, still attractive valuation, rising shareholder return and geopolitical/inflation hedge),”added Lakos-Bujas.</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>Tiger Chart | How Will U.S. Stocks Perform in H2 of the Year After a Bad H1?</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\">\nTiger Chart | How Will U.S. Stocks Perform in H2 of the Year After a Bad H1?\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\">2022-07-06 10:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Worst start after Great Depression in around 100 years; Corporate fundamentals should exhibit relative resilience for the rest of the year.</p><p><img src=\"https://static.tigerbbs.com/7830b975cfd79c7d60ae8df1cbdc1722\" tg-width=\"1500\" tg-height=\"1145\" width=\"100%\" height=\"auto\"/></p><p>Equity sentiment, investor positioning and market internals have been bearish, resulting in the worst annual start for equities in around 100 years, with the exception of the Great Depression. Portfolios are defensively positioned for a recessionary outcome and corporate fundamentals should exhibit relative resilience for the rest of the year, despite some softness in corporate guidance.</p><p>“We believe the fundamental risk-reward for equities will be improving as we enter the second half of the year, with growth-policy tradeoff likely to turn, from both sides,”said Dubravko Lakos-Bujas, Global Head of Equity Macro Research at J.P. Morgan.</p><p>Mid-to-high single digit growth rate is expected for S&amp;P 500 earnings per share (EPS) in 2022, with J.P. Morgan estimates at $225 (vs. consensus $229.58). Growth should moderate in 2023 with negative revisions to EPS driven by slight margin compression and U.S. dollar headwinds.</p><p>Equity markets typically have large drawdowns during a hiking cycle, with an average sell-off of -16% in the 13 cycles since 1954. The -25% drawdown so far in this cycle is comparable to 1986-89 cycle (-32.6%, Black Monday, recession came after three and a half years from the start of the cycle). Anything short of a recession will likely catch most investors completely wrong-footed, especially after broad correction that resulted in the average stock drawdown around 80% of the way to prior recession bottoms.</p><p>“At the current juncture defensive stocks possess valuation risk while flushed out cyclicals / growth / small-caps are presenting an increasingly attractive risk/reward. Our highest conviction sector call remains energy (strong fundamentals, still attractive valuation, rising shareholder return and geopolitical/inflation hedge),”added Lakos-Bujas.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185859082","content_text":"Worst start after Great Depression in around 100 years; Corporate fundamentals should exhibit relative resilience for the rest of the year.Equity sentiment, investor positioning and market internals have been bearish, resulting in the worst annual start for equities in around 100 years, with the exception of the Great Depression. Portfolios are defensively positioned for a recessionary outcome and corporate fundamentals should exhibit relative resilience for the rest of the year, despite some softness in corporate guidance.“We believe the fundamental risk-reward for equities will be improving as we enter the second half of the year, with growth-policy tradeoff likely to turn, from both sides,”said Dubravko Lakos-Bujas, Global Head of Equity Macro Research at J.P. Morgan.Mid-to-high single digit growth rate is expected for S&P 500 earnings per share (EPS) in 2022, with J.P. Morgan estimates at $225 (vs. consensus $229.58). Growth should moderate in 2023 with negative revisions to EPS driven by slight margin compression and U.S. dollar headwinds.Equity markets typically have large drawdowns during a hiking cycle, with an average sell-off of -16% in the 13 cycles since 1954. The -25% drawdown so far in this cycle is comparable to 1986-89 cycle (-32.6%, Black Monday, recession came after three and a half years from the start of the cycle). Anything short of a recession will likely catch most investors completely wrong-footed, especially after broad correction that resulted in the average stock drawdown around 80% of the way to prior recession bottoms.“At the current juncture defensive stocks possess valuation risk while flushed out cyclicals / growth / small-caps are presenting an increasingly attractive risk/reward. Our highest conviction sector call remains energy (strong fundamentals, still attractive valuation, rising shareholder return and geopolitical/inflation hedge),”added Lakos-Bujas.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":2638,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9042502322,"gmtCreate":1656491659566,"gmtModify":1676535839902,"author":{"id":"4094121442063350","authorId":"4094121442063350","name":"Landly","avatar":"https://static.tigerbbs.com/ce065c1af1c7d5cd069f3f1e42d324ad","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4094121442063350","idStr":"4094121442063350"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9042502322","repostId":"9042274635","repostType":1,"repost":{"id":9042274635,"gmtCreate":1656490487428,"gmtModify":1676535839649,"author":{"id":"3479274700653540","authorId":"3479274700653540","name":"financead","avatar":"https://static.tigerbbs.com/5edd2eb060757aaff1389f44b4f12616","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3479274700653540","idStr":"3479274700653540"},"themes":[],"htmlText":"Twitter has been in the news recently, but for all the wrong reasons.Fake news and political mayhem resulted in President Trump being banned from the platform.Jack Dorsey, the man who conceptualized Twitter and twice served as its CEO dramatically quit and left the company.The share price collapsed and is currently trading below its 2013 IPO price, despite a top line CAGR of 29% over that period.Elon Musk has acquired a 10% stake and is attempting a take-over. But what is really going on? Is Twitter a good investment opportunity? We’ll answer all of these questions and more.","listText":"Twitter has been in the news recently, but for all the wrong reasons.Fake news and political mayhem resulted in President Trump being banned from the platform.Jack Dorsey, the man who conceptualized Twitter and twice served as its CEO dramatically quit and left the company.The share price collapsed and is currently trading below its 2013 IPO price, despite a top line CAGR of 29% over that period.Elon Musk has acquired a 10% stake and is attempting a take-over. But what is really going on? Is Twitter a good investment opportunity? We’ll answer all of these questions and more.","text":"Twitter has been in the news recently, but for all the wrong reasons.Fake news and political mayhem resulted in President Trump being banned from the platform.Jack Dorsey, the man who conceptualized Twitter and twice served as its CEO dramatically quit and left the company.The share price collapsed and is currently trading below its 2013 IPO price, despite a top line CAGR of 29% over that period.Elon Musk has acquired a 10% stake and is attempting a take-over. But what is really going on? Is Twitter a good investment opportunity? We’ll answer all of these questions and more.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9042274635","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2307,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9042502060,"gmtCreate":1656491648250,"gmtModify":1676535839900,"author":{"id":"4094121442063350","authorId":"4094121442063350","name":"Landly","avatar":"https://static.tigerbbs.com/ce065c1af1c7d5cd069f3f1e42d324ad","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4094121442063350","idStr":"4094121442063350"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9042502060","repostId":"9042509671","repostType":1,"repost":{"id":9042509671,"gmtCreate":1656490750216,"gmtModify":1676535839780,"author":{"id":"3501196737273098","authorId":"3501196737273098","name":"Tiger_comments","avatar":"https://community-static.tradeup.com/news/227887b200e9925968650d5db4a8bfb3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3501196737273098","idStr":"3501196737273098"},"themes":[],"title":"Mid-year Review: Share Your Most Profitable/Worst Loss stock","htmlText":"Looking back on the first half of this hardest year, which stock made you lose money until you lost your confidence?And which stock in the adverse market is still a big bull that brought you a lot of income?For&nbsp;many Tigers, the first half of 2022 may not have been a good time.Inflation in the U.S. is at its highest level in nearly 40 years, and the Fed has had no choice but to tighten monetary policy, with the largest rate hike since 1994, and economic expectations are sluggish. The <a href=\"https://laohu8.com/S/.SPX\">$S&amp;P 500(.SPX)$</a> has fallen about 20% in the first half of the year, the <a href=\"https://laohu8.com/S/.IXIC\">$NASDAQ(.IXIC)$</a> is down 28.9% and the <a href=\"https://laohu8.com/S/.DJI\">$DJIA(.DJI)$</a> is down 14.8%.&nbsp;The first half of the year for the U.S.","listText":"Looking back on the first half of this hardest year, which stock made you lose money until you lost your confidence?And which stock in the adverse market is still a big bull that brought you a lot of income?For&nbsp;many Tigers, the first half of 2022 may not have been a good time.Inflation in the U.S. is at its highest level in nearly 40 years, and the Fed has had no choice but to tighten monetary policy, with the largest rate hike since 1994, and economic expectations are sluggish. The <a href=\"https://laohu8.com/S/.SPX\">$S&amp;P 500(.SPX)$</a> has fallen about 20% in the first half of the year, the <a href=\"https://laohu8.com/S/.IXIC\">$NASDAQ(.IXIC)$</a> is down 28.9% and the <a href=\"https://laohu8.com/S/.DJI\">$DJIA(.DJI)$</a> is down 14.8%.&nbsp;The first half of the year for the U.S.","text":"Looking back on the first half of this hardest year, which stock made you lose money until you lost your confidence?And which stock in the adverse market is still a big bull that brought you a lot of income?For many Tigers, the first half of 2022 may not have been a good time.Inflation in the U.S. is at its highest level in nearly 40 years, and the Fed has had no choice but to tighten monetary policy, with the largest rate hike since 1994, and economic expectations are sluggish. The $S&P 500(.SPX)$ has fallen about 20% in the first half of the year, the $NASDAQ(.IXIC)$ is down 28.9% and the $DJIA(.DJI)$ is down 14.8%. The first half of the year for the U.S.","images":[{"img":"https://community-static.tradeup.com/news/eb194929c73ef321d7a468f5fa89ce16","width":"-1","height":"-1"},{"img":"https://community-static.tradeup.com/news/1fc22aaefbd463fab7dfa17cd17195ac","width":"-1","height":"-1"},{"img":"https://community-static.tradeup.com/news/448b86dd7add678f35ac8e7276809c67","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9042509671","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1712,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9042506761,"gmtCreate":1656491639853,"gmtModify":1676535839898,"author":{"id":"4094121442063350","authorId":"4094121442063350","name":"Landly","avatar":"https://static.tigerbbs.com/ce065c1af1c7d5cd069f3f1e42d324ad","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4094121442063350","idStr":"4094121442063350"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9042506761","repostId":"9042509701","repostType":1,"repost":{"id":9042509701,"gmtCreate":1656490785304,"gmtModify":1676535839804,"author":{"id":"9000000000000137","authorId":"9000000000000137","name":"EdwardHughes","avatar":"https://static.tigerbbs.com/07bc9bca07cec671db72f7d6b853211d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000137","idStr":"9000000000000137"},"themes":[],"htmlText":"Musk continues to file complaints regarding the Twitter spam account issue causing fears the deal won't close at the agreed upon price.The company continues to fight back on the bot issue with the data suggesting the parties are talking about different issues.The stock has immediate 30% upside on the unlikely close of the deal, or a larger user base to support higher stock prices when the economy improves.","listText":"Musk continues to file complaints regarding the Twitter spam account issue causing fears the deal won't close at the agreed upon price.The company continues to fight back on the bot issue with the data suggesting the parties are talking about different issues.The stock has immediate 30% upside on the unlikely close of the deal, or a larger user base to support higher stock prices when the economy improves.","text":"Musk continues to file complaints regarding the Twitter spam account issue causing fears the deal won't close at the agreed upon price.The company continues to fight back on the bot issue with the data suggesting the parties are talking about different issues.The stock has immediate 30% upside on the unlikely close of the deal, or a larger user base to support higher stock prices when the economy improves.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9042509701","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2338,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9046450158,"gmtCreate":1656378999474,"gmtModify":1676535817661,"author":{"id":"4094121442063350","authorId":"4094121442063350","name":"Landly","avatar":"https://static.tigerbbs.com/ce065c1af1c7d5cd069f3f1e42d324ad","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4094121442063350","idStr":"4094121442063350"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9046450158","repostId":"9046466529","repostType":1,"repost":{"id":9046466529,"gmtCreate":1656377809961,"gmtModify":1676535817333,"author":{"id":"4103860021943040","authorId":"4103860021943040","name":"ccy1122","avatar":"https://static.itradeup.com/news/562c0e01bcfc63800f64741051cd9dbe","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4103860021943040","idStr":"4103860021943040"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/ABEV\">$Ambev SA(ABEV)$</a>[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;[Cool]&nbsp;[Cool]&nbsp;[Cool]&nbsp;[Victory]&nbsp;[Victory]&nbsp;[Victory]&nbsp;[Yummy]&nbsp;[Yummy]&nbsp;[Yummy]&nbsp;[Call]&nbsp;[Call]&nbsp;[Call]&nbsp;[USD]&nbsp;[USD]&nbsp;[USD]&nbsp;[Like]&nbsp;[Like]&nbsp;[Like]&nbsp;[666]&nbsp;[666]&nbsp;[Salute]&nbsp;[OK]&nbsp;[OK]&nbsp;[OK]&nbsp;[Warning]&nbsp;[Warning]&nbsp;[Warning]&nbsp;[Bless]&nbsp;[Bless]&nbsp;[Bless]&nbsp;[Evil]&nbsp;[Evil]&nbsp;[Evil]&nbsp;","listText":"<a href=\"https://ttm.financial/S/ABEV\">$Ambev SA(ABEV)$</a>[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;[Cool]&nbsp;[Cool]&nbsp;[Cool]&nbsp;[Victory]&nbsp;[Victory]&nbsp;[Victory]&nbsp;[Yummy]&nbsp;[Yummy]&nbsp;[Yummy]&nbsp;[Call]&nbsp;[Call]&nbsp;[Call]&nbsp;[USD]&nbsp;[USD]&nbsp;[USD]&nbsp;[Like]&nbsp;[Like]&nbsp;[Like]&nbsp;[666]&nbsp;[666]&nbsp;[Salute]&nbsp;[OK]&nbsp;[OK]&nbsp;[OK]&nbsp;[Warning]&nbsp;[Warning]&nbsp;[Warning]&nbsp;[Bless]&nbsp;[Bless]&nbsp;[Bless]&nbsp;[Evil]&nbsp;[Evil]&nbsp;[Evil]&nbsp;","text":"$Ambev SA(ABEV)$[Miser] [Miser] [Miser] [Cool] [Cool] [Cool] [Victory] [Victory] [Victory] [Yummy] [Yummy] [Yummy] [Call] [Call] [Call] [USD] [USD] [USD] [Like] [Like] [Like] [666] [666] [Salute] [OK] [OK] [OK] [Warning] [Warning] [Warning] [Bless] [Bless] [Bless] [Evil] [Evil] [Evil]","images":[{"img":"https://community-static.tradeup.com/news/a063618294977b90be25fb9943c0e4df","width":"1080","height":"3506"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9046466529","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2288,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9054338726,"gmtCreate":1655342429166,"gmtModify":1676535618132,"author":{"id":"4094121442063350","authorId":"4094121442063350","name":"Landly","avatar":"https://static.tigerbbs.com/ce065c1af1c7d5cd069f3f1e42d324ad","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4094121442063350","idStr":"4094121442063350"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9054338726","repostId":"2243918739","repostType":4,"isVote":1,"tweetType":1,"viewCount":2592,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9055076135,"gmtCreate":1655221362327,"gmtModify":1676535588194,"author":{"id":"4094121442063350","authorId":"4094121442063350","name":"Landly","avatar":"https://static.tigerbbs.com/ce065c1af1c7d5cd069f3f1e42d324ad","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4094121442063350","idStr":"4094121442063350"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9055076135","repostId":"1121400553","repostType":4,"repost":{"id":"1121400553","kind":"news","pubTimestamp":1655217932,"share":"https://ttm.financial/m/news/1121400553?lang=en_US&edition=fundamental","pubTime":"2022-06-14 22:45","market":"us","language":"en","title":"Why Alibaba Will Outperform Amazon","url":"https://stock-news.laohu8.com/highlight/detail?id=1121400553","media":"Seeking Alpha","summary":"SummaryInflation pressures are rising in the US and are squeezing consumer demand.Monetary and fisca","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Inflation pressures are rising in the US and are squeezing consumer demand.</li><li>Monetary and fiscal policy in the West will tighten, while China will likely ease.</li><li>Alibaba went through the worst of the tech-crackdown, and Amazon has more pain to come.</li><li>Growth expectations for Amazon are unreasonable, but expectations for Alibaba are realistic.</li><li>I expect Alibaba to outperform relative to Amazon.</li></ul><p><b>Summary</b></p><p>In this article, I suggest a pair trade of going long Alibaba (NYSE:BABA) and short Amazon (NASDAQ:AMZN). Much of my reasoning stems not from the respective companies&#39; business models but from macroeconomic head- and tailwinds and fiscal and monetary policy differences between China and the USA. The business models of Alibaba and Amazon are relatively comparable and therefore, a good proxy for my macro pair trade idea.</p><p>I suggest this trade for the coming 6-12 months. If readers believe that the similarities between both companies are not sufficient for a pair trade, I suggest expressing the same idea via going long Chinese Internet Equities via the KraneShares CSI China Internet ETF (KWEB) and short American Internet Equities via the Nasdaq (NDX).</p><p><b>The Market has turned</b></p><p>The Fed tightening is the single most important factor in equity markets today. After the Great Financial Crisis in 2008, the continuous provision of easy money from the Fed via Quantitative Easing resulted in US equities surging. Actively managed ETFs and funds underperformed because everybody could be sure that at some point, the Fed will step in to save the day.</p><p>The fundamental reasoning of the Fed policies was that lower interest rates would spur credit demand of businesses and consumers because of cheaper debt costs. However, after the financial crisis, there were fewer investment opportunities for companies worthwhile pursuing. Additionally, many consumers and businesses saw their collateral collapse and thus were unwilling to borrow until their balance sheets were repaired. This process takes time to unwind. Thus, the economy had a shortage of borrowers for 14 years, and the Fed couldn&#39;t address the problem by lowering the debt costs. QE did almost nothing to the real economy. But it propped up the collateral.</p><p>Fundamentally, the last 40 years have been disinflationary. Central Banks around the world expanded the money supply because there was no downside to printing money, as inflation was low and stable. The resulting wealth effects of these policies were massive, and the gap between poor and rich widened.</p><p><img src=\"https://static.tigerbbs.com/41a942d3225895324a1293c6e8fe5852\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Data by YCharts</p><p>The disinflationary environment vanished during the last 1.5 years because of two reasons. Firstly, the interconnection of the expansive fiscal and monetary policy provided a possibility to print money and inject it into the real economy. Secondly, ongoing supply shortages of commodities due to lack of investment during the last decade increased the cost pressures of businesses and consumers, resulting in cost-push inflation. The cost-push inflation now threatens to translate into a price/wage spiral. The Fed was too expansive during the last 14 years without major effects on the real economy. In March 2020, liquidity provision got to absurd levels. No, as the previously printed money arrives in the real economy, the Fed is caught with its pants down. Inflation was always the downside to money printing. But its effects were delayed due to the fundamental shortage of borrowers and absent transmission systems to the real economy.</p><p><b>The Fed wants a reverse Wealth Effect</b></p><p>The Fed cannot control the supply shortages which emerged due to missing investments - especially in the energy sector. So, the Fed will try to crack down on the demand side to retake control of the inflation rate. It can achieve the goal of reducing demand most effectively by Quantitative Tightening, which will have the reverse effect of Quantitative Easing: It will devalue the collateral. The Fed hopes for a reverse wealth effect. It wants stock prices to depreciate and hopes it doesn&#39;t break the credit market or crush the labor market in the medium term.</p><p>Due to significant government debt, I believe the Fed will pivot in the future as the credit market gets distressed and inflation eases due to lower demand. But the turning point is still far away at this point. Long-only doesn&#39;t work anymore. I believe further downside is coming for global equities, especially the ones at the top of the food chain of all globally diversified ETFs - i.e., the companies with the biggest market capitalizations in the world: American Internet Companies. These are the companies that profited most from Quantitative Easing, and they will be the ones hurt most by Quantitative Tightening.</p><p>Going long and short in this environment is key if investors want to retain their purchasing power. Gaining purchasing power will be difficult due to inflation, but pair trades offer lower risk because of reduced directional market exposure.</p><p><b>Amazon and Alibaba as Proxy</b></p><p>Both Amazon and Alibaba operate mainly in the consumer discretionary segment. Admittedly, the net earnings of Amazon consist of huge contributions from the AWS segment, which is a completely different business with much stronger margins. In that regard, there is a substantial difference in the business models. The Cloud computing segment of Alibaba has just turned towards profitability, and Amazon is much further ahead. However, the revenues of both companies largely stem from E-commerce.</p><p>More importantly, 60% of all net sales of Amazon are in North America, and 26% constitute international sales. The remaining 14% consists of the cloud segment. Conversely, 74% of the net sales of Alibaba are in China, while 7% constitute international sales. The remaining 19% are cloud and other sales.</p><p><b>Why short Amazon?</b></p><p>The ongoing Fed tightening cycle is designed to hurt consumer demand in America via the reverse wealth effect. The average consumer in America will spend their income first on consumer staples and then on consumer discretionary items. Because prices of consumer staples items have increased due to cost-push inflation and wages are not responding in a similar manner (yet), the portion left for consumer discretionary spending is reduced. Furthermore, the cost side of Amazon&#39;s business increases due to higher energy and shipping costs. Because consumers are unable to spend the same portion of their income on consumer discretionary items, Amazon does not have much pricing power. Therefore the margins of its main business will most likely compress.</p><p>Currently, Amazon is still one of the biggest companies by market capitalization. The stock profited massively from Quantitative Easing and will be hurt by Quantitative Tightening to a similar degree, as explained above.</p><p>Because of growth forecasts and ETF inflows, the stock is trading at a high valuation. The P/E (FWD) is currently at 114x. EV/EBITDA (FWD) stands at 16x, and the P/FCF (FWD) is at 17x. If the revenue growth of Amazon decreases further, the stocks could be revalued at a much lower multiple. Currently, Amazon is still expected to grow revenues in 2022 by ~$55 billion (or ~12%). Current EPS estimates point towards a rapid recovery in 2022. I don&#39;t believe that is likely to happen.</p><p><b>Why long Alibaba?</b></p><p>The Chinese macroeconomic environment is currently ahead of the American macroeconomic environment. The Chinese economy suffered a big drawdown due to the mandated lockdowns and COVID restrictions. The China Caixin Manufacturing PMIdroppedto a low of 46 in April and started to reverse in May. Both output and new orders in China fell at a softer rate amid further declines in both export orders and employment. It is likely that the Chinese economy is already through the worst of this economic downturn. From now onwards, consumer spending growth is poised to return to positive territory.</p><p>Chinese policymakers still have room for accommodative fiscal and monetary policy as the inflation rates remain low. In May 2022, China cut the borrowing rate of the five-year loan prime rate (LPR) by 15 basis points to 4.45% to stimulate the housing market. The People&#39;s Bank of China kept the rate on its one-year medium-term lending facility (MLF) at 2.85%. The Chinese policymakers seem hesitant to stimulate the economy in an aggressive way because the Fed is tightening financial conditions at the same time. However, the monetary policy remains neutral in China.</p><p>In 2021, Alibaba got hit by the Chinese regulatory tech crackdown. Alibaba had to pay a $2.8 billion fine for anti-monopoly violations. The company lost ~50% of its market cap during that time. Financial media and investment banks deemed Chinese Equities to be &#34;uninvestable&#34;. However, recentlyJPMorganupgraded some Chinese stocks from neutral to overweight in 2022, and many others from underweight to neutral. Other investment banks followed. The Chinese regulators have signaled an easing of the tech crackdown. They have been aware of the VIE loophole for years and have not acted. It is not in China&#39;s interest to destroy offshore Chinese companies by challenging the existing VIEs. The VIE risk is now sufficiently priced in, as analysts had talked about it extensively and continue to do so. The worst for Alibaba seems to be over.</p><p>Because of the selloff, Alibaba trades at significantly lower multiples. The P/E (FWD) is currently at 15x. EV/EBITDA (FWD) stands at 11x, and the P/FCF (FWD) is at 10x. Alibaba is expected to grow revenues in 2022 by only ~$4 billion (or 3%). Current EPS estimates expect stagnant earnings growth for the next four quarters. I believe Alibaba can surprise to the upside.</p><p>The Charts speak for themselves <img src=\"https://static.tigerbbs.com/0d5cf7f1ea0742a9c2111a779c35014b\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Data by YCharts</p><p>The stock prices of Alibaba and Amazon have correlated strongly during the last few years. However, in late 2020 the stock of Alibaba erased all of its gains since its IPO and fell ~70%. I believe the gap will not widen but begin to close during the next 6-12 months.</p><p><b>The Takeaways</b></p><p><img src=\"https://static.tigerbbs.com/2a293d91b08078d7eaba98b982685125\" tg-width=\"618\" tg-height=\"319\" width=\"100%\" height=\"auto\"/><b>Risks to the Pair Trade</b></p><p>The Chinese Crackdown on Internet companies could restart, and complications with Jack Ma and the Chinese Regulators could provide downside to the stock of Alibaba. I believe this risk has a low probability to materialize. If the crackdown continues, why would the Chinese regulators have an interest in signaling easing.</p><p>The Fed could restart Quantitative Easing and therefore positively affect the market prices. I believe this is very unlikely to happen due to the inflationary pressures that the US is facing. I think at some point in the future a pivot is guaranteed. But I don&#39;t expect it in 2022 &amp; early 2023. If the Fed starts to ease the monetary conditions, this pair trade will probably underperform massively.</p><p>The Chinese recovery could take longer than expected, and Alibaba could have worse quarters ahead. I believe this is the greatest risk in this pair trade since Chinese regulators have taken the Zero-COVID strategy very seriously as opposed to most countries in the west. Recently, there have been partial lockdowns in Shanghai again due to fresh breakouts of the virus. However, sometime in the future, China will have to reopen, Amazon is affected by Chinese lockdowns too, and I believe much of the restrictive COVID policies are priced in.</p><p><b>Closing Thoughts</b></p><p>Even with these risks in mind, I believe the downside of Amazon is much larger than the downside of Alibaba. The market expectations for revenue and earnings growth of Amazon in 2022 are not plausible with the current headwinds in mind. I believe Alibaba has a good chance of beating the forecasts, although this pair trade focuses more on the downside potential of both companies than the upside.</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>Why Alibaba Will Outperform Amazon</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Alibaba Will Outperform Amazon\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-14 22:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4518217-alibaba-outperform-amazon><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryInflation pressures are rising in the US and are squeezing consumer demand.Monetary and fiscal policy in the West will tighten, while China will likely ease.Alibaba went through the worst of ...</p>\n\n<a href=\"https://seekingalpha.com/article/4518217-alibaba-outperform-amazon\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","AMZN":"亚马逊","09988":"阿里巴巴-W"},"source_url":"https://seekingalpha.com/article/4518217-alibaba-outperform-amazon","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121400553","content_text":"SummaryInflation pressures are rising in the US and are squeezing consumer demand.Monetary and fiscal policy in the West will tighten, while China will likely ease.Alibaba went through the worst of the tech-crackdown, and Amazon has more pain to come.Growth expectations for Amazon are unreasonable, but expectations for Alibaba are realistic.I expect Alibaba to outperform relative to Amazon.SummaryIn this article, I suggest a pair trade of going long Alibaba (NYSE:BABA) and short Amazon (NASDAQ:AMZN). Much of my reasoning stems not from the respective companies' business models but from macroeconomic head- and tailwinds and fiscal and monetary policy differences between China and the USA. The business models of Alibaba and Amazon are relatively comparable and therefore, a good proxy for my macro pair trade idea.I suggest this trade for the coming 6-12 months. If readers believe that the similarities between both companies are not sufficient for a pair trade, I suggest expressing the same idea via going long Chinese Internet Equities via the KraneShares CSI China Internet ETF (KWEB) and short American Internet Equities via the Nasdaq (NDX).The Market has turnedThe Fed tightening is the single most important factor in equity markets today. After the Great Financial Crisis in 2008, the continuous provision of easy money from the Fed via Quantitative Easing resulted in US equities surging. Actively managed ETFs and funds underperformed because everybody could be sure that at some point, the Fed will step in to save the day.The fundamental reasoning of the Fed policies was that lower interest rates would spur credit demand of businesses and consumers because of cheaper debt costs. However, after the financial crisis, there were fewer investment opportunities for companies worthwhile pursuing. Additionally, many consumers and businesses saw their collateral collapse and thus were unwilling to borrow until their balance sheets were repaired. This process takes time to unwind. Thus, the economy had a shortage of borrowers for 14 years, and the Fed couldn't address the problem by lowering the debt costs. QE did almost nothing to the real economy. But it propped up the collateral.Fundamentally, the last 40 years have been disinflationary. Central Banks around the world expanded the money supply because there was no downside to printing money, as inflation was low and stable. The resulting wealth effects of these policies were massive, and the gap between poor and rich widened.Data by YChartsThe disinflationary environment vanished during the last 1.5 years because of two reasons. Firstly, the interconnection of the expansive fiscal and monetary policy provided a possibility to print money and inject it into the real economy. Secondly, ongoing supply shortages of commodities due to lack of investment during the last decade increased the cost pressures of businesses and consumers, resulting in cost-push inflation. The cost-push inflation now threatens to translate into a price/wage spiral. The Fed was too expansive during the last 14 years without major effects on the real economy. In March 2020, liquidity provision got to absurd levels. No, as the previously printed money arrives in the real economy, the Fed is caught with its pants down. Inflation was always the downside to money printing. But its effects were delayed due to the fundamental shortage of borrowers and absent transmission systems to the real economy.The Fed wants a reverse Wealth EffectThe Fed cannot control the supply shortages which emerged due to missing investments - especially in the energy sector. So, the Fed will try to crack down on the demand side to retake control of the inflation rate. It can achieve the goal of reducing demand most effectively by Quantitative Tightening, which will have the reverse effect of Quantitative Easing: It will devalue the collateral. The Fed hopes for a reverse wealth effect. It wants stock prices to depreciate and hopes it doesn't break the credit market or crush the labor market in the medium term.Due to significant government debt, I believe the Fed will pivot in the future as the credit market gets distressed and inflation eases due to lower demand. But the turning point is still far away at this point. Long-only doesn't work anymore. I believe further downside is coming for global equities, especially the ones at the top of the food chain of all globally diversified ETFs - i.e., the companies with the biggest market capitalizations in the world: American Internet Companies. These are the companies that profited most from Quantitative Easing, and they will be the ones hurt most by Quantitative Tightening.Going long and short in this environment is key if investors want to retain their purchasing power. Gaining purchasing power will be difficult due to inflation, but pair trades offer lower risk because of reduced directional market exposure.Amazon and Alibaba as ProxyBoth Amazon and Alibaba operate mainly in the consumer discretionary segment. Admittedly, the net earnings of Amazon consist of huge contributions from the AWS segment, which is a completely different business with much stronger margins. In that regard, there is a substantial difference in the business models. The Cloud computing segment of Alibaba has just turned towards profitability, and Amazon is much further ahead. However, the revenues of both companies largely stem from E-commerce.More importantly, 60% of all net sales of Amazon are in North America, and 26% constitute international sales. The remaining 14% consists of the cloud segment. Conversely, 74% of the net sales of Alibaba are in China, while 7% constitute international sales. The remaining 19% are cloud and other sales.Why short Amazon?The ongoing Fed tightening cycle is designed to hurt consumer demand in America via the reverse wealth effect. The average consumer in America will spend their income first on consumer staples and then on consumer discretionary items. Because prices of consumer staples items have increased due to cost-push inflation and wages are not responding in a similar manner (yet), the portion left for consumer discretionary spending is reduced. Furthermore, the cost side of Amazon's business increases due to higher energy and shipping costs. Because consumers are unable to spend the same portion of their income on consumer discretionary items, Amazon does not have much pricing power. Therefore the margins of its main business will most likely compress.Currently, Amazon is still one of the biggest companies by market capitalization. The stock profited massively from Quantitative Easing and will be hurt by Quantitative Tightening to a similar degree, as explained above.Because of growth forecasts and ETF inflows, the stock is trading at a high valuation. The P/E (FWD) is currently at 114x. EV/EBITDA (FWD) stands at 16x, and the P/FCF (FWD) is at 17x. If the revenue growth of Amazon decreases further, the stocks could be revalued at a much lower multiple. Currently, Amazon is still expected to grow revenues in 2022 by ~$55 billion (or ~12%). Current EPS estimates point towards a rapid recovery in 2022. I don't believe that is likely to happen.Why long Alibaba?The Chinese macroeconomic environment is currently ahead of the American macroeconomic environment. The Chinese economy suffered a big drawdown due to the mandated lockdowns and COVID restrictions. The China Caixin Manufacturing PMIdroppedto a low of 46 in April and started to reverse in May. Both output and new orders in China fell at a softer rate amid further declines in both export orders and employment. It is likely that the Chinese economy is already through the worst of this economic downturn. From now onwards, consumer spending growth is poised to return to positive territory.Chinese policymakers still have room for accommodative fiscal and monetary policy as the inflation rates remain low. In May 2022, China cut the borrowing rate of the five-year loan prime rate (LPR) by 15 basis points to 4.45% to stimulate the housing market. The People's Bank of China kept the rate on its one-year medium-term lending facility (MLF) at 2.85%. The Chinese policymakers seem hesitant to stimulate the economy in an aggressive way because the Fed is tightening financial conditions at the same time. However, the monetary policy remains neutral in China.In 2021, Alibaba got hit by the Chinese regulatory tech crackdown. Alibaba had to pay a $2.8 billion fine for anti-monopoly violations. The company lost ~50% of its market cap during that time. Financial media and investment banks deemed Chinese Equities to be \"uninvestable\". However, recentlyJPMorganupgraded some Chinese stocks from neutral to overweight in 2022, and many others from underweight to neutral. Other investment banks followed. The Chinese regulators have signaled an easing of the tech crackdown. They have been aware of the VIE loophole for years and have not acted. It is not in China's interest to destroy offshore Chinese companies by challenging the existing VIEs. The VIE risk is now sufficiently priced in, as analysts had talked about it extensively and continue to do so. The worst for Alibaba seems to be over.Because of the selloff, Alibaba trades at significantly lower multiples. The P/E (FWD) is currently at 15x. EV/EBITDA (FWD) stands at 11x, and the P/FCF (FWD) is at 10x. Alibaba is expected to grow revenues in 2022 by only ~$4 billion (or 3%). Current EPS estimates expect stagnant earnings growth for the next four quarters. I believe Alibaba can surprise to the upside.The Charts speak for themselves Data by YChartsThe stock prices of Alibaba and Amazon have correlated strongly during the last few years. However, in late 2020 the stock of Alibaba erased all of its gains since its IPO and fell ~70%. I believe the gap will not widen but begin to close during the next 6-12 months.The TakeawaysRisks to the Pair TradeThe Chinese Crackdown on Internet companies could restart, and complications with Jack Ma and the Chinese Regulators could provide downside to the stock of Alibaba. I believe this risk has a low probability to materialize. If the crackdown continues, why would the Chinese regulators have an interest in signaling easing.The Fed could restart Quantitative Easing and therefore positively affect the market prices. I believe this is very unlikely to happen due to the inflationary pressures that the US is facing. I think at some point in the future a pivot is guaranteed. But I don't expect it in 2022 & early 2023. If the Fed starts to ease the monetary conditions, this pair trade will probably underperform massively.The Chinese recovery could take longer than expected, and Alibaba could have worse quarters ahead. I believe this is the greatest risk in this pair trade since Chinese regulators have taken the Zero-COVID strategy very seriously as opposed to most countries in the west. Recently, there have been partial lockdowns in Shanghai again due to fresh breakouts of the virus. However, sometime in the future, China will have to reopen, Amazon is affected by Chinese lockdowns too, and I believe much of the restrictive COVID policies are priced in.Closing ThoughtsEven with these risks in mind, I believe the downside of Amazon is much larger than the downside of Alibaba. The market expectations for revenue and earnings growth of Amazon in 2022 are not plausible with the current headwinds in mind. I believe Alibaba has a good chance of beating the forecasts, although this pair trade focuses more on the downside potential of both companies than the upside.","news_type":1,"symbols_score_info":{"BABA":0.9,"09988":0.9,"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":1698,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9055078437,"gmtCreate":1655221340429,"gmtModify":1676535588170,"author":{"id":"4094121442063350","authorId":"4094121442063350","name":"Landly","avatar":"https://static.tigerbbs.com/ce065c1af1c7d5cd069f3f1e42d324ad","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4094121442063350","idStr":"4094121442063350"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9055078437","repostId":"1121400553","repostType":4,"repost":{"id":"1121400553","kind":"news","pubTimestamp":1655217932,"share":"https://ttm.financial/m/news/1121400553?lang=en_US&edition=fundamental","pubTime":"2022-06-14 22:45","market":"us","language":"en","title":"Why Alibaba Will Outperform Amazon","url":"https://stock-news.laohu8.com/highlight/detail?id=1121400553","media":"Seeking Alpha","summary":"SummaryInflation pressures are rising in the US and are squeezing consumer demand.Monetary and fisca","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Inflation pressures are rising in the US and are squeezing consumer demand.</li><li>Monetary and fiscal policy in the West will tighten, while China will likely ease.</li><li>Alibaba went through the worst of the tech-crackdown, and Amazon has more pain to come.</li><li>Growth expectations for Amazon are unreasonable, but expectations for Alibaba are realistic.</li><li>I expect Alibaba to outperform relative to Amazon.</li></ul><p><b>Summary</b></p><p>In this article, I suggest a pair trade of going long Alibaba (NYSE:BABA) and short Amazon (NASDAQ:AMZN). Much of my reasoning stems not from the respective companies&#39; business models but from macroeconomic head- and tailwinds and fiscal and monetary policy differences between China and the USA. The business models of Alibaba and Amazon are relatively comparable and therefore, a good proxy for my macro pair trade idea.</p><p>I suggest this trade for the coming 6-12 months. If readers believe that the similarities between both companies are not sufficient for a pair trade, I suggest expressing the same idea via going long Chinese Internet Equities via the KraneShares CSI China Internet ETF (KWEB) and short American Internet Equities via the Nasdaq (NDX).</p><p><b>The Market has turned</b></p><p>The Fed tightening is the single most important factor in equity markets today. After the Great Financial Crisis in 2008, the continuous provision of easy money from the Fed via Quantitative Easing resulted in US equities surging. Actively managed ETFs and funds underperformed because everybody could be sure that at some point, the Fed will step in to save the day.</p><p>The fundamental reasoning of the Fed policies was that lower interest rates would spur credit demand of businesses and consumers because of cheaper debt costs. However, after the financial crisis, there were fewer investment opportunities for companies worthwhile pursuing. Additionally, many consumers and businesses saw their collateral collapse and thus were unwilling to borrow until their balance sheets were repaired. This process takes time to unwind. Thus, the economy had a shortage of borrowers for 14 years, and the Fed couldn&#39;t address the problem by lowering the debt costs. QE did almost nothing to the real economy. But it propped up the collateral.</p><p>Fundamentally, the last 40 years have been disinflationary. Central Banks around the world expanded the money supply because there was no downside to printing money, as inflation was low and stable. The resulting wealth effects of these policies were massive, and the gap between poor and rich widened.</p><p><img src=\"https://static.tigerbbs.com/41a942d3225895324a1293c6e8fe5852\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Data by YCharts</p><p>The disinflationary environment vanished during the last 1.5 years because of two reasons. Firstly, the interconnection of the expansive fiscal and monetary policy provided a possibility to print money and inject it into the real economy. Secondly, ongoing supply shortages of commodities due to lack of investment during the last decade increased the cost pressures of businesses and consumers, resulting in cost-push inflation. The cost-push inflation now threatens to translate into a price/wage spiral. The Fed was too expansive during the last 14 years without major effects on the real economy. In March 2020, liquidity provision got to absurd levels. No, as the previously printed money arrives in the real economy, the Fed is caught with its pants down. Inflation was always the downside to money printing. But its effects were delayed due to the fundamental shortage of borrowers and absent transmission systems to the real economy.</p><p><b>The Fed wants a reverse Wealth Effect</b></p><p>The Fed cannot control the supply shortages which emerged due to missing investments - especially in the energy sector. So, the Fed will try to crack down on the demand side to retake control of the inflation rate. It can achieve the goal of reducing demand most effectively by Quantitative Tightening, which will have the reverse effect of Quantitative Easing: It will devalue the collateral. The Fed hopes for a reverse wealth effect. It wants stock prices to depreciate and hopes it doesn&#39;t break the credit market or crush the labor market in the medium term.</p><p>Due to significant government debt, I believe the Fed will pivot in the future as the credit market gets distressed and inflation eases due to lower demand. But the turning point is still far away at this point. Long-only doesn&#39;t work anymore. I believe further downside is coming for global equities, especially the ones at the top of the food chain of all globally diversified ETFs - i.e., the companies with the biggest market capitalizations in the world: American Internet Companies. These are the companies that profited most from Quantitative Easing, and they will be the ones hurt most by Quantitative Tightening.</p><p>Going long and short in this environment is key if investors want to retain their purchasing power. Gaining purchasing power will be difficult due to inflation, but pair trades offer lower risk because of reduced directional market exposure.</p><p><b>Amazon and Alibaba as Proxy</b></p><p>Both Amazon and Alibaba operate mainly in the consumer discretionary segment. Admittedly, the net earnings of Amazon consist of huge contributions from the AWS segment, which is a completely different business with much stronger margins. In that regard, there is a substantial difference in the business models. The Cloud computing segment of Alibaba has just turned towards profitability, and Amazon is much further ahead. However, the revenues of both companies largely stem from E-commerce.</p><p>More importantly, 60% of all net sales of Amazon are in North America, and 26% constitute international sales. The remaining 14% consists of the cloud segment. Conversely, 74% of the net sales of Alibaba are in China, while 7% constitute international sales. The remaining 19% are cloud and other sales.</p><p><b>Why short Amazon?</b></p><p>The ongoing Fed tightening cycle is designed to hurt consumer demand in America via the reverse wealth effect. The average consumer in America will spend their income first on consumer staples and then on consumer discretionary items. Because prices of consumer staples items have increased due to cost-push inflation and wages are not responding in a similar manner (yet), the portion left for consumer discretionary spending is reduced. Furthermore, the cost side of Amazon&#39;s business increases due to higher energy and shipping costs. Because consumers are unable to spend the same portion of their income on consumer discretionary items, Amazon does not have much pricing power. Therefore the margins of its main business will most likely compress.</p><p>Currently, Amazon is still one of the biggest companies by market capitalization. The stock profited massively from Quantitative Easing and will be hurt by Quantitative Tightening to a similar degree, as explained above.</p><p>Because of growth forecasts and ETF inflows, the stock is trading at a high valuation. The P/E (FWD) is currently at 114x. EV/EBITDA (FWD) stands at 16x, and the P/FCF (FWD) is at 17x. If the revenue growth of Amazon decreases further, the stocks could be revalued at a much lower multiple. Currently, Amazon is still expected to grow revenues in 2022 by ~$55 billion (or ~12%). Current EPS estimates point towards a rapid recovery in 2022. I don&#39;t believe that is likely to happen.</p><p><b>Why long Alibaba?</b></p><p>The Chinese macroeconomic environment is currently ahead of the American macroeconomic environment. The Chinese economy suffered a big drawdown due to the mandated lockdowns and COVID restrictions. The China Caixin Manufacturing PMIdroppedto a low of 46 in April and started to reverse in May. Both output and new orders in China fell at a softer rate amid further declines in both export orders and employment. It is likely that the Chinese economy is already through the worst of this economic downturn. From now onwards, consumer spending growth is poised to return to positive territory.</p><p>Chinese policymakers still have room for accommodative fiscal and monetary policy as the inflation rates remain low. In May 2022, China cut the borrowing rate of the five-year loan prime rate (LPR) by 15 basis points to 4.45% to stimulate the housing market. The People&#39;s Bank of China kept the rate on its one-year medium-term lending facility (MLF) at 2.85%. The Chinese policymakers seem hesitant to stimulate the economy in an aggressive way because the Fed is tightening financial conditions at the same time. However, the monetary policy remains neutral in China.</p><p>In 2021, Alibaba got hit by the Chinese regulatory tech crackdown. Alibaba had to pay a $2.8 billion fine for anti-monopoly violations. The company lost ~50% of its market cap during that time. Financial media and investment banks deemed Chinese Equities to be &#34;uninvestable&#34;. However, recentlyJPMorganupgraded some Chinese stocks from neutral to overweight in 2022, and many others from underweight to neutral. Other investment banks followed. The Chinese regulators have signaled an easing of the tech crackdown. They have been aware of the VIE loophole for years and have not acted. It is not in China&#39;s interest to destroy offshore Chinese companies by challenging the existing VIEs. The VIE risk is now sufficiently priced in, as analysts had talked about it extensively and continue to do so. The worst for Alibaba seems to be over.</p><p>Because of the selloff, Alibaba trades at significantly lower multiples. The P/E (FWD) is currently at 15x. EV/EBITDA (FWD) stands at 11x, and the P/FCF (FWD) is at 10x. Alibaba is expected to grow revenues in 2022 by only ~$4 billion (or 3%). Current EPS estimates expect stagnant earnings growth for the next four quarters. I believe Alibaba can surprise to the upside.</p><p>The Charts speak for themselves <img src=\"https://static.tigerbbs.com/0d5cf7f1ea0742a9c2111a779c35014b\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Data by YCharts</p><p>The stock prices of Alibaba and Amazon have correlated strongly during the last few years. However, in late 2020 the stock of Alibaba erased all of its gains since its IPO and fell ~70%. I believe the gap will not widen but begin to close during the next 6-12 months.</p><p><b>The Takeaways</b></p><p><img src=\"https://static.tigerbbs.com/2a293d91b08078d7eaba98b982685125\" tg-width=\"618\" tg-height=\"319\" width=\"100%\" height=\"auto\"/><b>Risks to the Pair Trade</b></p><p>The Chinese Crackdown on Internet companies could restart, and complications with Jack Ma and the Chinese Regulators could provide downside to the stock of Alibaba. I believe this risk has a low probability to materialize. If the crackdown continues, why would the Chinese regulators have an interest in signaling easing.</p><p>The Fed could restart Quantitative Easing and therefore positively affect the market prices. I believe this is very unlikely to happen due to the inflationary pressures that the US is facing. I think at some point in the future a pivot is guaranteed. But I don&#39;t expect it in 2022 &amp; early 2023. If the Fed starts to ease the monetary conditions, this pair trade will probably underperform massively.</p><p>The Chinese recovery could take longer than expected, and Alibaba could have worse quarters ahead. I believe this is the greatest risk in this pair trade since Chinese regulators have taken the Zero-COVID strategy very seriously as opposed to most countries in the west. Recently, there have been partial lockdowns in Shanghai again due to fresh breakouts of the virus. However, sometime in the future, China will have to reopen, Amazon is affected by Chinese lockdowns too, and I believe much of the restrictive COVID policies are priced in.</p><p><b>Closing Thoughts</b></p><p>Even with these risks in mind, I believe the downside of Amazon is much larger than the downside of Alibaba. The market expectations for revenue and earnings growth of Amazon in 2022 are not plausible with the current headwinds in mind. I believe Alibaba has a good chance of beating the forecasts, although this pair trade focuses more on the downside potential of both companies than the upside.</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>Why Alibaba Will Outperform Amazon</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Alibaba Will Outperform Amazon\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-14 22:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4518217-alibaba-outperform-amazon><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryInflation pressures are rising in the US and are squeezing consumer demand.Monetary and fiscal policy in the West will tighten, while China will likely ease.Alibaba went through the worst of ...</p>\n\n<a href=\"https://seekingalpha.com/article/4518217-alibaba-outperform-amazon\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","AMZN":"亚马逊","09988":"阿里巴巴-W"},"source_url":"https://seekingalpha.com/article/4518217-alibaba-outperform-amazon","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121400553","content_text":"SummaryInflation pressures are rising in the US and are squeezing consumer demand.Monetary and fiscal policy in the West will tighten, while China will likely ease.Alibaba went through the worst of the tech-crackdown, and Amazon has more pain to come.Growth expectations for Amazon are unreasonable, but expectations for Alibaba are realistic.I expect Alibaba to outperform relative to Amazon.SummaryIn this article, I suggest a pair trade of going long Alibaba (NYSE:BABA) and short Amazon (NASDAQ:AMZN). Much of my reasoning stems not from the respective companies' business models but from macroeconomic head- and tailwinds and fiscal and monetary policy differences between China and the USA. The business models of Alibaba and Amazon are relatively comparable and therefore, a good proxy for my macro pair trade idea.I suggest this trade for the coming 6-12 months. If readers believe that the similarities between both companies are not sufficient for a pair trade, I suggest expressing the same idea via going long Chinese Internet Equities via the KraneShares CSI China Internet ETF (KWEB) and short American Internet Equities via the Nasdaq (NDX).The Market has turnedThe Fed tightening is the single most important factor in equity markets today. After the Great Financial Crisis in 2008, the continuous provision of easy money from the Fed via Quantitative Easing resulted in US equities surging. Actively managed ETFs and funds underperformed because everybody could be sure that at some point, the Fed will step in to save the day.The fundamental reasoning of the Fed policies was that lower interest rates would spur credit demand of businesses and consumers because of cheaper debt costs. However, after the financial crisis, there were fewer investment opportunities for companies worthwhile pursuing. Additionally, many consumers and businesses saw their collateral collapse and thus were unwilling to borrow until their balance sheets were repaired. This process takes time to unwind. Thus, the economy had a shortage of borrowers for 14 years, and the Fed couldn't address the problem by lowering the debt costs. QE did almost nothing to the real economy. But it propped up the collateral.Fundamentally, the last 40 years have been disinflationary. Central Banks around the world expanded the money supply because there was no downside to printing money, as inflation was low and stable. The resulting wealth effects of these policies were massive, and the gap between poor and rich widened.Data by YChartsThe disinflationary environment vanished during the last 1.5 years because of two reasons. Firstly, the interconnection of the expansive fiscal and monetary policy provided a possibility to print money and inject it into the real economy. Secondly, ongoing supply shortages of commodities due to lack of investment during the last decade increased the cost pressures of businesses and consumers, resulting in cost-push inflation. The cost-push inflation now threatens to translate into a price/wage spiral. The Fed was too expansive during the last 14 years without major effects on the real economy. In March 2020, liquidity provision got to absurd levels. No, as the previously printed money arrives in the real economy, the Fed is caught with its pants down. Inflation was always the downside to money printing. But its effects were delayed due to the fundamental shortage of borrowers and absent transmission systems to the real economy.The Fed wants a reverse Wealth EffectThe Fed cannot control the supply shortages which emerged due to missing investments - especially in the energy sector. So, the Fed will try to crack down on the demand side to retake control of the inflation rate. It can achieve the goal of reducing demand most effectively by Quantitative Tightening, which will have the reverse effect of Quantitative Easing: It will devalue the collateral. The Fed hopes for a reverse wealth effect. It wants stock prices to depreciate and hopes it doesn't break the credit market or crush the labor market in the medium term.Due to significant government debt, I believe the Fed will pivot in the future as the credit market gets distressed and inflation eases due to lower demand. But the turning point is still far away at this point. Long-only doesn't work anymore. I believe further downside is coming for global equities, especially the ones at the top of the food chain of all globally diversified ETFs - i.e., the companies with the biggest market capitalizations in the world: American Internet Companies. These are the companies that profited most from Quantitative Easing, and they will be the ones hurt most by Quantitative Tightening.Going long and short in this environment is key if investors want to retain their purchasing power. Gaining purchasing power will be difficult due to inflation, but pair trades offer lower risk because of reduced directional market exposure.Amazon and Alibaba as ProxyBoth Amazon and Alibaba operate mainly in the consumer discretionary segment. Admittedly, the net earnings of Amazon consist of huge contributions from the AWS segment, which is a completely different business with much stronger margins. In that regard, there is a substantial difference in the business models. The Cloud computing segment of Alibaba has just turned towards profitability, and Amazon is much further ahead. However, the revenues of both companies largely stem from E-commerce.More importantly, 60% of all net sales of Amazon are in North America, and 26% constitute international sales. The remaining 14% consists of the cloud segment. Conversely, 74% of the net sales of Alibaba are in China, while 7% constitute international sales. The remaining 19% are cloud and other sales.Why short Amazon?The ongoing Fed tightening cycle is designed to hurt consumer demand in America via the reverse wealth effect. The average consumer in America will spend their income first on consumer staples and then on consumer discretionary items. Because prices of consumer staples items have increased due to cost-push inflation and wages are not responding in a similar manner (yet), the portion left for consumer discretionary spending is reduced. Furthermore, the cost side of Amazon's business increases due to higher energy and shipping costs. Because consumers are unable to spend the same portion of their income on consumer discretionary items, Amazon does not have much pricing power. Therefore the margins of its main business will most likely compress.Currently, Amazon is still one of the biggest companies by market capitalization. The stock profited massively from Quantitative Easing and will be hurt by Quantitative Tightening to a similar degree, as explained above.Because of growth forecasts and ETF inflows, the stock is trading at a high valuation. The P/E (FWD) is currently at 114x. EV/EBITDA (FWD) stands at 16x, and the P/FCF (FWD) is at 17x. If the revenue growth of Amazon decreases further, the stocks could be revalued at a much lower multiple. Currently, Amazon is still expected to grow revenues in 2022 by ~$55 billion (or ~12%). Current EPS estimates point towards a rapid recovery in 2022. I don't believe that is likely to happen.Why long Alibaba?The Chinese macroeconomic environment is currently ahead of the American macroeconomic environment. The Chinese economy suffered a big drawdown due to the mandated lockdowns and COVID restrictions. The China Caixin Manufacturing PMIdroppedto a low of 46 in April and started to reverse in May. Both output and new orders in China fell at a softer rate amid further declines in both export orders and employment. It is likely that the Chinese economy is already through the worst of this economic downturn. From now onwards, consumer spending growth is poised to return to positive territory.Chinese policymakers still have room for accommodative fiscal and monetary policy as the inflation rates remain low. In May 2022, China cut the borrowing rate of the five-year loan prime rate (LPR) by 15 basis points to 4.45% to stimulate the housing market. The People's Bank of China kept the rate on its one-year medium-term lending facility (MLF) at 2.85%. The Chinese policymakers seem hesitant to stimulate the economy in an aggressive way because the Fed is tightening financial conditions at the same time. However, the monetary policy remains neutral in China.In 2021, Alibaba got hit by the Chinese regulatory tech crackdown. Alibaba had to pay a $2.8 billion fine for anti-monopoly violations. The company lost ~50% of its market cap during that time. Financial media and investment banks deemed Chinese Equities to be \"uninvestable\". However, recentlyJPMorganupgraded some Chinese stocks from neutral to overweight in 2022, and many others from underweight to neutral. Other investment banks followed. The Chinese regulators have signaled an easing of the tech crackdown. They have been aware of the VIE loophole for years and have not acted. It is not in China's interest to destroy offshore Chinese companies by challenging the existing VIEs. The VIE risk is now sufficiently priced in, as analysts had talked about it extensively and continue to do so. The worst for Alibaba seems to be over.Because of the selloff, Alibaba trades at significantly lower multiples. The P/E (FWD) is currently at 15x. EV/EBITDA (FWD) stands at 11x, and the P/FCF (FWD) is at 10x. Alibaba is expected to grow revenues in 2022 by only ~$4 billion (or 3%). Current EPS estimates expect stagnant earnings growth for the next four quarters. I believe Alibaba can surprise to the upside.The Charts speak for themselves Data by YChartsThe stock prices of Alibaba and Amazon have correlated strongly during the last few years. However, in late 2020 the stock of Alibaba erased all of its gains since its IPO and fell ~70%. I believe the gap will not widen but begin to close during the next 6-12 months.The TakeawaysRisks to the Pair TradeThe Chinese Crackdown on Internet companies could restart, and complications with Jack Ma and the Chinese Regulators could provide downside to the stock of Alibaba. I believe this risk has a low probability to materialize. If the crackdown continues, why would the Chinese regulators have an interest in signaling easing.The Fed could restart Quantitative Easing and therefore positively affect the market prices. I believe this is very unlikely to happen due to the inflationary pressures that the US is facing. I think at some point in the future a pivot is guaranteed. But I don't expect it in 2022 & early 2023. If the Fed starts to ease the monetary conditions, this pair trade will probably underperform massively.The Chinese recovery could take longer than expected, and Alibaba could have worse quarters ahead. I believe this is the greatest risk in this pair trade since Chinese regulators have taken the Zero-COVID strategy very seriously as opposed to most countries in the west. Recently, there have been partial lockdowns in Shanghai again due to fresh breakouts of the virus. However, sometime in the future, China will have to reopen, Amazon is affected by Chinese lockdowns too, and I believe much of the restrictive COVID policies are priced in.Closing ThoughtsEven with these risks in mind, I believe the downside of Amazon is much larger than the downside of Alibaba. The market expectations for revenue and earnings growth of Amazon in 2022 are not plausible with the current headwinds in mind. I believe Alibaba has a good chance of beating the forecasts, although this pair trade focuses more on the downside potential of both companies than the upside.","news_type":1,"symbols_score_info":{"BABA":0.9,"09988":0.9,"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":2926,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9059592137,"gmtCreate":1654393251129,"gmtModify":1676535440243,"author":{"id":"4094121442063350","authorId":"4094121442063350","name":"Landly","avatar":"https://static.tigerbbs.com/ce065c1af1c7d5cd069f3f1e42d324ad","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4094121442063350","idStr":"4094121442063350"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9059592137","repostId":"9059508109","repostType":1,"repost":{"id":9059508109,"gmtCreate":1654392036164,"gmtModify":1676535439946,"author":{"id":"9000000000000462","authorId":"9000000000000462","name":"MyrnaNorth","avatar":"https://static.tigerbbs.com/93d5c39d60e3b5c35cd699bf7d148556","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000462","idStr":"9000000000000462"},"themes":[],"title":"These 3 new shocks have slammed Tesla stock!","htmlText":"Tesla<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a> stock is one of the most popular and widely traded shares in the US, UK and elsewhere. But investing in Elon Musk’s electric-vehicle maker is like riding the world’s roughest roller coaster. Indeed, Tesla investors need strong stomachs to ride out this stock’s crazy volatility.Tesla stock soars and roarsSince late 2019, Tesla stock has been on a massive, explosive upward surge. At the end of 2019, the shares closed at $83.67. But during the Covid-19 crisis of 2020-21, Tesla became a leading meme stock — and buying pressure caused by millions of fans sent its shares skyward like a SpaceX rocket.On 31 December 2020, Tesla stock broke $700 for the first time, hitting an intra-day high of $718.72 before ending the year at $705.6","listText":"Tesla<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a> stock is one of the most popular and widely traded shares in the US, UK and elsewhere. But investing in Elon Musk’s electric-vehicle maker is like riding the world’s roughest roller coaster. Indeed, Tesla investors need strong stomachs to ride out this stock’s crazy volatility.Tesla stock soars and roarsSince late 2019, Tesla stock has been on a massive, explosive upward surge. At the end of 2019, the shares closed at $83.67. But during the Covid-19 crisis of 2020-21, Tesla became a leading meme stock — and buying pressure caused by millions of fans sent its shares skyward like a SpaceX rocket.On 31 December 2020, Tesla stock broke $700 for the first time, hitting an intra-day high of $718.72 before ending the year at $705.6","text":"Tesla$Tesla Motors(TSLA)$ stock is one of the most popular and widely traded shares in the US, UK and elsewhere. But investing in Elon Musk’s electric-vehicle maker is like riding the world’s roughest roller coaster. Indeed, Tesla investors need strong stomachs to ride out this stock’s crazy volatility.Tesla stock soars and roarsSince late 2019, Tesla stock has been on a massive, explosive upward surge. At the end of 2019, the shares closed at $83.67. But during the Covid-19 crisis of 2020-21, Tesla became a leading meme stock — and buying pressure caused by millions of fans sent its shares skyward like a SpaceX rocket.On 31 December 2020, Tesla stock broke $700 for the first time, hitting an intra-day high of $718.72 before ending the year at $705.6","images":[{"img":"https://community-static.tradeup.com/news/f4fce7cec41035884a19e0c94c1bfcc8","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9059508109","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1121,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9024944705,"gmtCreate":1653792799007,"gmtModify":1676535342530,"author":{"id":"4094121442063350","authorId":"4094121442063350","name":"Landly","avatar":"https://static.tigerbbs.com/ce065c1af1c7d5cd069f3f1e42d324ad","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4094121442063350","idStr":"4094121442063350"},"themes":[],"htmlText":"Free stock?","listText":"Free stock?","text":"Free stock?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9024944705","repostId":"9024958062","repostType":1,"repost":{"id":9024958062,"gmtCreate":1653791578756,"gmtModify":1676535342187,"author":{"id":"4103860021943040","authorId":"4103860021943040","name":"ccy1122","avatar":"https://static.itradeup.com/news/562c0e01bcfc63800f64741051cd9dbe","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4103860021943040","idStr":"4103860021943040"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a>[Cool]&nbsp;[Cool]&nbsp;[Cool]&nbsp;[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;[Like]&nbsp;[Like]&nbsp;[Applaud]&nbsp;[666]&nbsp;[666]&nbsp;[666]&nbsp;[Call]&nbsp;[Call]&nbsp;[Call]&nbsp;[USD]&nbsp;[USD]&nbsp;[USD]&nbsp;","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a>[Cool]&nbsp;[Cool]&nbsp;[Cool]&nbsp;[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;[Like]&nbsp;[Like]&nbsp;[Applaud]&nbsp;[666]&nbsp;[666]&nbsp;[666]&nbsp;[Call]&nbsp;[Call]&nbsp;[Call]&nbsp;[USD]&nbsp;[USD]&nbsp;[USD]&nbsp;","text":"$Apple(AAPL)$[Cool] [Cool] [Cool] [Miser] [Miser] [Miser] [Like] [Like] [Applaud] [666] [666] [666] [Call] [Call] [Call] [USD] [USD] [USD]","images":[{"img":"https://community-static.tradeup.com/news/60e1037a0af9f41c7b4a3ce4ec182a8a","width":"1080","height":"1920"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9024958062","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1056,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9025563419,"gmtCreate":1653705368231,"gmtModify":1676535330587,"author":{"id":"4094121442063350","authorId":"4094121442063350","name":"Landly","avatar":"https://static.tigerbbs.com/ce065c1af1c7d5cd069f3f1e42d324ad","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4094121442063350","idStr":"4094121442063350"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9025563419","repostId":"9025275618","repostType":1,"repost":{"id":9025275618,"gmtCreate":1653700429733,"gmtModify":1676535329083,"author":{"id":"3479274819487659","authorId":"3479274819487659","name":"The Finance Hydra","avatar":"https://community-static.tradeup.com/news/a242a9be28de8ea5e320d9cee36651ca","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3479274819487659","idStr":"3479274819487659"},"themes":[],"title":"","htmlText":"\n \n \n  NIO STOCK PREDICTIONS - Could we hit $44 again? Technically YES!\n \n","listText":"NIO STOCK PREDICTIONS - Could we hit $44 again? Technically YES!","text":"NIO STOCK PREDICTIONS - Could we hit $44 again? Technically YES!","images":[{"img":"https://static.tigerbbs.com/0b7edfece87dfccf28d53fccc88a99c1","width":"0","height":"0"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9025275618","isVote":1,"tweetType":2,"object":{"id":"0987da77b1254ca5ba0d846870e53e50","tweetId":"9025275618","title":"NIO STOCK PREDICTIONS - Could we hit $44 again? Technically YES!","videoUrl":"http://v.tigerbbs.com/16537004252365f0b9e165e79444e35e0ca2e48488a6e.mp4","poster":"https://static.tigerbbs.com/0b7edfece87dfccf28d53fccc88a99c1","shareLink":"http://v.tigerbbs.com/16537004252365f0b9e165e79444e35e0ca2e48488a6e.mp4"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":923,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9022407884,"gmtCreate":1653563088748,"gmtModify":1676535304306,"author":{"id":"4094121442063350","authorId":"4094121442063350","name":"Landly","avatar":"https://static.tigerbbs.com/ce065c1af1c7d5cd069f3f1e42d324ad","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4094121442063350","idStr":"4094121442063350"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9022407884","repostId":"1120869554","repostType":4,"repost":{"id":"1120869554","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1653559601,"share":"https://ttm.financial/m/news/1120869554?lang=en_US&edition=fundamental","pubTime":"2022-05-26 18:06","market":"us","language":"en","title":"Alibaba, NVIDIA, Costco and More: U.S. Stocks To Watch","url":"https://stock-news.laohu8.com/highlight/detail?id=1120869554","media":"Benzinga","summary":"Some of the stocks that may grab investor focus today are:Wall Street expects Alibaba to report quar","content":"<html><head></head><body><p>Some of the stocks that may grab investor focus today are:</p><p>Wall Street expects <a href=\"https://laohu8.com/S/BABA\">Alibaba</a> to report quarterly earnings at $1.10 per share on revenue of $29.95 billion before the opening bell. Alibaba shares fell 0.6% to $81.85 in after-hours trading.</p><p><a href=\"https://laohu8.com/S/NVDA\">NVIDIA Corp</a> reported better-than-expected financial results for its first quarter, but issued guidance below analyst expectations. For the second quarter, Nvidia said it sees revenue of $8.1 billion, plus or minus 2%, versus the estimate of $8.45 billion. Nvidia shares dropped 6.8% to $158.17 in the after-hours trading session.</p><p>Analysts are expecting <a href=\"https://laohu8.com/S/DLTR\">Dollar Tree</a> to have earned $2.00 per share on revenue of $6.76 billion. The company will release earnings before the markets open. Dollar Tree shares fell 1.3% to $131.81 in after-hours trading.</p><p>Before the opening bell, <a href=\"https://laohu8.com/S/DG\">Dollar General</a> is expected to report quarterly earnings at $2.32 per share on revenue of $8.70 billion. Dollar General shares slipped 0.2% to $195.00 in after-hours trading.</p><p><a href=\"https://laohu8.com/S/BOX\">Box</a> reported downbeat earnings for its first quarter, while sales topped estimates. The company said it sees Q2 revenue of $244 million to $246 million and earnings of $0.27 to $0.28 per share. Box shares fell 2.7% to $25.35 in the after-hours trading session.</p><p>Analysts expect <a href=\"https://laohu8.com/S/DELL\">Dell Technologies Inc.</a> to post quarterly earnings at $1.40 per share on revenue of $25.12 billion after the closing bell. Dell shares dropped 4.2% to $41.50 in after-hours trading.</p><p>After the markets close, <a href=\"https://laohu8.com/S/COST\">Costco</a> is projected to post quarterly earnings at $3.03 per share on revenue of $51.765 billion. Costco shares gained 0.8% to $443.50 in after-hours trading.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba, NVIDIA, Costco and More: U.S. Stocks To Watch</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba, NVIDIA, Costco and More: U.S. Stocks To Watch\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2022-05-26 18:06</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Some of the stocks that may grab investor focus today are:</p><p>Wall Street expects <a href=\"https://laohu8.com/S/BABA\">Alibaba</a> to report quarterly earnings at $1.10 per share on revenue of $29.95 billion before the opening bell. Alibaba shares fell 0.6% to $81.85 in after-hours trading.</p><p><a href=\"https://laohu8.com/S/NVDA\">NVIDIA Corp</a> reported better-than-expected financial results for its first quarter, but issued guidance below analyst expectations. For the second quarter, Nvidia said it sees revenue of $8.1 billion, plus or minus 2%, versus the estimate of $8.45 billion. Nvidia shares dropped 6.8% to $158.17 in the after-hours trading session.</p><p>Analysts are expecting <a href=\"https://laohu8.com/S/DLTR\">Dollar Tree</a> to have earned $2.00 per share on revenue of $6.76 billion. The company will release earnings before the markets open. Dollar Tree shares fell 1.3% to $131.81 in after-hours trading.</p><p>Before the opening bell, <a href=\"https://laohu8.com/S/DG\">Dollar General</a> is expected to report quarterly earnings at $2.32 per share on revenue of $8.70 billion. Dollar General shares slipped 0.2% to $195.00 in after-hours trading.</p><p><a href=\"https://laohu8.com/S/BOX\">Box</a> reported downbeat earnings for its first quarter, while sales topped estimates. The company said it sees Q2 revenue of $244 million to $246 million and earnings of $0.27 to $0.28 per share. Box shares fell 2.7% to $25.35 in the after-hours trading session.</p><p>Analysts expect <a href=\"https://laohu8.com/S/DELL\">Dell Technologies Inc.</a> to post quarterly earnings at $1.40 per share on revenue of $25.12 billion after the closing bell. Dell shares dropped 4.2% to $41.50 in after-hours trading.</p><p>After the markets close, <a href=\"https://laohu8.com/S/COST\">Costco</a> is projected to post quarterly earnings at $3.03 per share on revenue of $51.765 billion. Costco shares gained 0.8% to $443.50 in after-hours trading.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","DELL":"戴尔","BOX":"Box Inc","COST":"好市多","DG":"美国达乐公司","BABA":"阿里巴巴","DLTR":"美元树公司"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120869554","content_text":"Some of the stocks that may grab investor focus today are:Wall Street expects Alibaba to report quarterly earnings at $1.10 per share on revenue of $29.95 billion before the opening bell. Alibaba shares fell 0.6% to $81.85 in after-hours trading.NVIDIA Corp reported better-than-expected financial results for its first quarter, but issued guidance below analyst expectations. For the second quarter, Nvidia said it sees revenue of $8.1 billion, plus or minus 2%, versus the estimate of $8.45 billion. Nvidia shares dropped 6.8% to $158.17 in the after-hours trading session.Analysts are expecting Dollar Tree to have earned $2.00 per share on revenue of $6.76 billion. The company will release earnings before the markets open. Dollar Tree shares fell 1.3% to $131.81 in after-hours trading.Before the opening bell, Dollar General is expected to report quarterly earnings at $2.32 per share on revenue of $8.70 billion. Dollar General shares slipped 0.2% to $195.00 in after-hours trading.Box reported downbeat earnings for its first quarter, while sales topped estimates. The company said it sees Q2 revenue of $244 million to $246 million and earnings of $0.27 to $0.28 per share. Box shares fell 2.7% to $25.35 in the after-hours trading session.Analysts expect Dell Technologies Inc. to post quarterly earnings at $1.40 per share on revenue of $25.12 billion after the closing bell. Dell shares dropped 4.2% to $41.50 in after-hours trading.After the markets close, Costco is projected to post quarterly earnings at $3.03 per share on revenue of $51.765 billion. Costco shares gained 0.8% to $443.50 in after-hours trading.","news_type":1,"symbols_score_info":{"BOX":0.9,"DG":0.9,"DLTR":0.9,"BABA":0.9,"NVDA":0.9,"DELL":0.9,"COST":0.9}},"isVote":1,"tweetType":1,"viewCount":812,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9064531469,"gmtCreate":1652340741451,"gmtModify":1676535081385,"author":{"id":"4094121442063350","authorId":"4094121442063350","name":"Landly","avatar":"https://static.tigerbbs.com/ce065c1af1c7d5cd069f3f1e42d324ad","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4094121442063350","idStr":"4094121442063350"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9064531469","repostId":"9064597194","repostType":1,"repost":{"id":9064597194,"gmtCreate":1652339969609,"gmtModify":1676535081285,"author":{"id":"3527667618821228","authorId":"3527667618821228","name":"MillionaireTiger","avatar":"https://static.tigerbbs.com/dc558bf32e48ad6ed6d057026ef55af7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667618821228","idStr":"3527667618821228"},"themes":[],"title":"ARK vs SARK: Another Way to Profit in a Downward Market","htmlText":"Every time the market takes a hit, tech stocks with high valuations bear the brunt of the decline. For&nbsp;example,&nbsp;Cathie Wood's Ark Innovation ETF is facing more setbacks, falling-- and this is over the past two days. Net lower it looks like by about 7.8% as the tech sell escalates. It seems like there is no end in sight for the downturn in Cathie Wood's flagship Ark Innovation Fund. The ETF was front and center for the sell off that we've been seeing in equity markets these past few trading sessions. The tech focused fund plunged 10% in yesterday's session alone, deepening the already sharp losses that it's seen this year that began in late 2021. The loss brings Ark down around 75% from its peak in February of last year, with all of its biggest components trading in the red year t","listText":"Every time the market takes a hit, tech stocks with high valuations bear the brunt of the decline. For&nbsp;example,&nbsp;Cathie Wood's Ark Innovation ETF is facing more setbacks, falling-- and this is over the past two days. Net lower it looks like by about 7.8% as the tech sell escalates. It seems like there is no end in sight for the downturn in Cathie Wood's flagship Ark Innovation Fund. The ETF was front and center for the sell off that we've been seeing in equity markets these past few trading sessions. The tech focused fund plunged 10% in yesterday's session alone, deepening the already sharp losses that it's seen this year that began in late 2021. The loss brings Ark down around 75% from its peak in February of last year, with all of its biggest components trading in the red year t","text":"Every time the market takes a hit, tech stocks with high valuations bear the brunt of the decline. For example, Cathie Wood's Ark Innovation ETF is facing more setbacks, falling-- and this is over the past two days. Net lower it looks like by about 7.8% as the tech sell escalates. It seems like there is no end in sight for the downturn in Cathie Wood's flagship Ark Innovation Fund. The ETF was front and center for the sell off that we've been seeing in equity markets these past few trading sessions. The tech focused fund plunged 10% in yesterday's session alone, deepening the already sharp losses that it's seen this year that began in late 2021. The loss brings Ark down around 75% from its peak in February of last year, with all of its biggest components trading in the red year t","images":[{"img":"https://community-static.tradeup.com/news/5909cafc80955908ef8cfd8ab48559e6","width":"1824","height":"968"},{"img":"https://community-static.tradeup.com/news/089bea704c340d3d3c03d97efb4b78d9","width":"1840","height":"1224"},{"img":"https://community-static.tradeup.com/news/9dce3e481ed8d94665d31b318f88b146","width":"1336","height":"824"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9064597194","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":784,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9069534583,"gmtCreate":1651309953336,"gmtModify":1676534888642,"author":{"id":"4094121442063350","authorId":"4094121442063350","name":"Landly","avatar":"https://static.tigerbbs.com/ce065c1af1c7d5cd069f3f1e42d324ad","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4094121442063350","idStr":"4094121442063350"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/8VI.AU\">$8VI Holdings Ltd(8VI.AU)$</a>what to do with this share?&nbsp;","listText":"<a href=\"https://ttm.financial/S/8VI.AU\">$8VI Holdings Ltd(8VI.AU)$</a>what to do with this share?&nbsp;","text":"$8VI Holdings Ltd(8VI.AU)$what to do with this share?","images":[{"img":"https://community-static.tradeup.com/news/5c1de9d77963b7940b5b6fecca9c7598","width":"1170","height":"2292"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9069534583","isVote":1,"tweetType":1,"viewCount":852,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9084404382,"gmtCreate":1650896979153,"gmtModify":1676534811356,"author":{"id":"4094121442063350","authorId":"4094121442063350","name":"Landly","avatar":"https://static.tigerbbs.com/ce065c1af1c7d5cd069f3f1e42d324ad","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4094121442063350","idStr":"4094121442063350"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9084404382","repostId":"9015069736","repostType":1,"repost":{"id":9015069736,"gmtCreate":1649393249007,"gmtModify":1676534505176,"author":{"id":"9000000000000174","authorId":"9000000000000174","name":"KevinKelly","avatar":"https://static.tigerbbs.com/0965d3709fcccd732467fba87aa4ea6e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000174","idStr":"9000000000000174"},"themes":[],"htmlText":"Costco stock has soared over the past several years and hasn't looked back.&nbsp;Now trading around $575 per share, a stock split is not out of the question. The company has previously split the stock several times at far lower prices.&nbsp;The stock trades at 44x forward earnings but I explain why the stock should still generate robust returns over the long term.","listText":"Costco stock has soared over the past several years and hasn't looked back.&nbsp;Now trading around $575 per share, a stock split is not out of the question. The company has previously split the stock several times at far lower prices.&nbsp;The stock trades at 44x forward earnings but I explain why the stock should still generate robust returns over the long term.","text":"Costco stock has soared over the past several years and hasn't looked back. Now trading around $575 per share, a stock split is not out of the question. The company has previously split the stock several times at far lower prices. The stock trades at 44x forward earnings but I explain why the stock should still generate robust returns over the long term.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9015069736","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1041,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9016330687,"gmtCreate":1649124383440,"gmtModify":1676534456088,"author":{"id":"4094121442063350","authorId":"4094121442063350","name":"Landly","avatar":"https://static.tigerbbs.com/ce065c1af1c7d5cd069f3f1e42d324ad","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4094121442063350","idStr":"4094121442063350"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9016330687","repostId":"2225824307","repostType":4,"isVote":1,"tweetType":1,"viewCount":789,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9019548887,"gmtCreate":1648613586771,"gmtModify":1676534365318,"author":{"id":"4094121442063350","authorId":"4094121442063350","name":"Landly","avatar":"https://static.tigerbbs.com/ce065c1af1c7d5cd069f3f1e42d324ad","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4094121442063350","idStr":"4094121442063350"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/8VI.AU\">$8VI Holdings Ltd(8VI.AU)$</a>What should i do with this share 😭","listText":"<a href=\"https://ttm.financial/S/8VI.AU\">$8VI Holdings Ltd(8VI.AU)$</a>What should i do with this share 😭","text":"$8VI Holdings Ltd(8VI.AU)$What should i do with this share 😭","images":[{"img":"https://community-static.tradeup.com/news/5680924144d903704869ab3b9a3de223","width":"1170","height":"2292"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9019548887","isVote":1,"tweetType":1,"viewCount":1705,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9036599114,"gmtCreate":1647136595344,"gmtModify":1676534197347,"author":{"id":"4094121442063350","authorId":"4094121442063350","name":"Landly","avatar":"https://static.tigerbbs.com/ce065c1af1c7d5cd069f3f1e42d324ad","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4094121442063350","idStr":"4094121442063350"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9036599114","repostId":"9038658166","repostType":1,"repost":{"id":9038658166,"gmtCreate":1646823700704,"gmtModify":1676534166477,"author":{"id":"3527667668165440","authorId":"3527667668165440","name":"Capital_Insights","avatar":"https://static.tigerbbs.com/cfdc66fff48bb2b9e2d328ac5eb33100","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667668165440","idStr":"3527667668165440"},"themes":[],"title":"🚀Check Top 20 Cash Dividend Stocks' Return By March 2022🔥","htmlText":"$(BLK)$, $(AVGO)$, $(PXD)$,$(CME)$ and $(EQIX)$ are top by cash dividend. Hi，Tigers The current market is under high inflation expectations, the Nasdaq has fallen into bear market territory, and the S&amp;P 500 has also entered a correction range. In such a market environment, we encourage investors to focus on inflation-resistant, fundamentally sound companies and buy stocks at low cost in an environment of relative market risk. <a href=\"https://ttm.financial/TW/9033189036\" target=\"_blank\">🚀🚀Top Investing Opportunities Under War &amp; High Inflation Market</a> <a href=\"https://ttm.financial/TW/9036371111\" target=\"_blank\">3 Charts to Know Companies Prefer Buybacks and Dividends</a> Below are TOP 20 cash dividend companies that have released earnings and announced dividends since Q4 2021. D","listText":"$(BLK)$, $(AVGO)$, $(PXD)$,$(CME)$ and $(EQIX)$ are top by cash dividend. Hi，Tigers The current market is under high inflation expectations, the Nasdaq has fallen into bear market territory, and the S&amp;P 500 has also entered a correction range. In such a market environment, we encourage investors to focus on inflation-resistant, fundamentally sound companies and buy stocks at low cost in an environment of relative market risk. <a href=\"https://ttm.financial/TW/9033189036\" target=\"_blank\">🚀🚀Top Investing Opportunities Under War &amp; High Inflation Market</a> <a href=\"https://ttm.financial/TW/9036371111\" target=\"_blank\">3 Charts to Know Companies Prefer Buybacks and Dividends</a> Below are TOP 20 cash dividend companies that have released earnings and announced dividends since Q4 2021. D","text":"$(BLK)$, $(AVGO)$, $(PXD)$,$(CME)$ and $(EQIX)$ are top by cash dividend. Hi，Tigers The current market is under high inflation expectations, the Nasdaq has fallen into bear market territory, and the S&P 500 has also entered a correction range. In such a market environment, we encourage investors to focus on inflation-resistant, fundamentally sound companies and buy stocks at low cost in an environment of relative market risk. 🚀🚀Top Investing Opportunities Under War & High Inflation Market 3 Charts to Know Companies Prefer Buybacks and Dividends Below are TOP 20 cash dividend companies that have released earnings and announced dividends since Q4 2021. D","images":[{"img":"https://static.tigerbbs.com/dc65f46da7616fedd71d5c0acb8542fc","width":"1181","height":"659"},{"img":"https://static.tigerbbs.com/07dcaecdd6fba84c4430ab0837d3e237","width":"1185","height":"674"},{"img":"https://static.tigerbbs.com/585cd561ef648bdb4698e5c9a9fefcee","width":"1190","height":"672"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9038658166","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1667,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9006883815,"gmtCreate":1641688578854,"gmtModify":1676533639430,"author":{"id":"4094121442063350","authorId":"4094121442063350","name":"Landly","avatar":"https://static.tigerbbs.com/ce065c1af1c7d5cd069f3f1e42d324ad","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4094121442063350","idStr":"4094121442063350"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9006883815","repostId":"2201249211","repostType":4,"repost":{"id":"2201249211","kind":"highlight","pubTimestamp":1641687618,"share":"https://ttm.financial/m/news/2201249211?lang=en_US&edition=fundamental","pubTime":"2022-01-09 08:20","market":"us","language":"en","title":"Could Airbnb Be a Millionaire-Maker Stock?","url":"https://stock-news.laohu8.com/highlight/detail?id=2201249211","media":"Motley Fool","summary":"The market could be significantly undervaluing this travel platform.","content":"<div>\n<p>It's been quite a ride for Airbnb (NASDAQ:ABNB) since it went public in 2020 with the shares soaring past $200 twice before crashing back down each time. The shares have clearly been hit by shifting ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/08/could-airbnb-be-a-millionaire-maker-stock/\">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>Could Airbnb Be a Millionaire-Maker Stock?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCould Airbnb Be a Millionaire-Maker Stock?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-09 08:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/01/08/could-airbnb-be-a-millionaire-maker-stock/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It's been quite a ride for Airbnb (NASDAQ:ABNB) since it went public in 2020 with the shares soaring past $200 twice before crashing back down each time. The shares have clearly been hit by shifting ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/08/could-airbnb-be-a-millionaire-maker-stock/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ABNB":"爱彼迎","BK4566":"资本集团","BK4142":"酒店、度假村与豪华游轮","BK4561":"索罗斯持仓","BK4505":"高瓴资本持仓","BK4535":"淡马锡持仓"},"source_url":"https://www.fool.com/investing/2022/01/08/could-airbnb-be-a-millionaire-maker-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2201249211","content_text":"It's been quite a ride for Airbnb (NASDAQ:ABNB) since it went public in 2020 with the shares soaring past $200 twice before crashing back down each time. The shares have clearly been hit by shifting levels of concern over the pandemic. Yet the stock is still up about 12% in the past year, and the company commands a sizable market cap of $105 billion.Investors might have some pause to buy the stock right now since it still sells at 63 times free cash flow. Yet, the company has a leading position in the travel industry, a history of robust growth, and results are rebounding strongly with revenue up 67% year over year in the third quarter.Plus, it's got a large and expanding addressable market and is already showing signs of building a tremendously powerful brand. So even at these high levels, Airbnb could still turn a small investment into a big one. Let's dive deeper.Image source: Getty Images.Breaking down the numbersIf you invested $10,000 in Airbnb stock, it would need to climb 100 times in value to reach $1 million. That's too much to ask for the next 10 years, but it's not unreasonable to expect Airbnb to deliver this amount if you could hold its shares over the next 30 years. That would represent an annualized return of about 16.5%. Not many companies can grow at this rate for that long, but if Airbnb can cement itself as the top brand in travel, it could be one of the few great businesses that make early investors into millionaires.It's certainly addressing a large market -- an estimated $3.4 trillion globally each year. Short-term stays, like business trips and weekend getaways, make up about $1.8 trillion of the market with long-term stays and other experiences representing the balance. Long-term stays are a huge growth opportunity, given the increasing interest in remote work. This is why management expects the demand for long-term stays to accelerate coming out of the pandemic.Airbnb still has just a fraction of that addressable market, giving it plenty of room for growth. Over the past year, the company's gross booking value came to $41 billion, or just a little over 1% of the total market. Moreover, the market is going to expand. Over the past decade, excluding the blip from the pandemic, travel spending has increased about 3% to 5% annually.  If it continues to grow around 4% annually over the next 30 years, that would put Airbnb's addressable market at around $10 trillion.Airbnb would need to capture more than a third of that opportunity to grow its gross booking value 100 times, and therefore also see a proportionate increase in revenue and profits, which is what ultimately makes a stock go up.Keys to future growthWhile it's nearly impossible to forecast exactly what a business will look like way out in the future, here are a few things that should build confidence in Airbnb's growth trajectory.For one thing, it has a strong brand. Even if you have never used Airbnb, you likely know a friend or family member who has. After all, there were nearly 80 million nights and experiences booked on Airbnb in the third quarter. A strong brand will be key to capturing a sizable chunk of its addressable market.Another good sign: management has been shifting its marketing strategy to be more brand-centric and less dependent on search engines. During the first quarter of 2021, over 90% of Airbnb's traffic came from customers seeking Airbnb directly as opposed to finding it through a marketing channel. That's a sign of growing brand awareness.Competition is always a risk since new entrants might emerge down the road, forcing Airbnb to lower service fees to maintain demand and revenue growth. But Airbnb is already widely recognized, which is a competitive advantage. Its name has nearly become a synonym for a place to stay -- similar to how \"Google\" replaced \"search.\"I believe Airbnb's record of growth from its humble beginnings in the co-founders' San Francisco apartment in 2007, the size of the travel opportunity, and its growing brand power point to a long-term winner. I recently bought shares and plan to add further as the business grows, so count me as a believer in this stock's millionaire-making potential.","news_type":1,"symbols_score_info":{"ABNB":1}},"isVote":1,"tweetType":1,"viewCount":819,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9003961383,"gmtCreate":1640852274285,"gmtModify":1676533547980,"author":{"id":"4094121442063350","authorId":"4094121442063350","name":"Landly","avatar":"https://static.tigerbbs.com/ce065c1af1c7d5cd069f3f1e42d324ad","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4094121442063350","idStr":"4094121442063350"},"themes":[],"htmlText":"Go go Nio&nbsp;","listText":"Go go Nio&nbsp;","text":"Go go Nio","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9003961383","repostId":"1139674064","repostType":4,"repost":{"id":"1139674064","kind":"news","pubTimestamp":1640878484,"share":"https://ttm.financial/m/news/1139674064?lang=en_US&edition=fundamental","pubTime":"2021-12-30 23:34","market":"us","language":"en","title":"Lucid Vs. NIO Stock: Which EV Stock Is The Better Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=1139674064","media":"Seeking Alpha","summary":"SummaryThe EV market is getting ever more competitive. Owning strong brands or tech will be important for companies to differentiate themselves from others.Both NIO and LCID have strong brands and gre","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>The EV market is getting ever more competitive. Owning strong brands or tech will be important for companies to differentiate themselves from others.</li><li>Both NIO and LCID have strong brands and great tech, which allow them to demand high ASPs.</li><li>NIO seems like the lower-risk choice among these two, and due to being a lot farther along from a production ramp perspective, it is, I believe, the better choice today.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0fe01e445aec1bb67f1b8d810f551603\" tg-width=\"1536\" tg-height=\"1025\" referrerpolicy=\"no-referrer\"/><span>Trygve Finkelsen/iStock Editorial via Getty Images</span></p><p><b>Article Thesis</b></p><p>The EV space has brought up many companies that do not seem too viable in the long run, but there are also strong contenders apart from Tesla (TSLA). In this report, we&#39;ll pit Lucid Group, Inc. (LCID) and NIO Inc. (NIO) against each other - two of the most interesting EV players that combine strong brands and high-end technological capabilities. In this report, we&#39;ll take a deeper dive into the tech and product side and will look at individual risks for both companies. Overall, I do believe that NIO is the more attractive choice among these two at current prices.</p><p><b>Lucid And NIO In The EV Market</b></p><p>The global EV market has been growing rapidly, with EV sales likely coming in a little north of six million, which is roughly twice as high as during the previous year. Clearly, EVs are a huge growth sector in the global automobile market, although it should be noted that most vehicles sold around the world are still powered by internal combustion engines. Over the years, EV market share should continue to climb rapidly, but it is not looking like EVs will dominate ICE vehicles any time soon.</p><p>The market leaders in the EV space are Tesla and BYD (OTCPK:BYDDY), and, depending on how one counts plug-in hybrids, Volkswagen (OTCPK:VWAGY). NIO Inc. and Lucid Group, Inc. are not among the largest companies for now. NIO is selling around 11,000 vehicles a month right now, which translates into a ~130,000 annual sales pace. Sales have been growing quickly, however, which is why NIO will most likely sell more than 130,000 vehicles next year, as deliveries should continue to climb sequentially. Lucid is way smaller for now, in terms of deliveries, as the company has likely sold a couple of hundred vehicles this year. Next year, Lucid Group targets deliveries of around 20,000 vehicles - up by a lot versus 2021, but still a relatively small number compared to the deliveries NIO and many other peers will hit next year.</p><p><b>LCID Vs. NIO&#39;s Past Quarterly Performance</b></p><p>As noted above, NIO&#39;s sales performance was way stronger than that of Lucid over the last three months, but that was hardly a surprise as LCID just began delivering vehicles to customers. On a share price basis, however, Lucid fared better:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a7a6e7cb1b1485f32cc25ade9f387a5b\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/><span>Data by YCharts</span></p><p>Over the last three months, LCID is up close to 50%, whereas NIO saw its shares drop by close to 20% over the same time frame. In NIO&#39;s case, macro worries about Chinese regulation played a role, whereas LCID benefitted a lot from growing enthusiasm for US-based EV players caused by Rivian&#39;s (RIVN) huge IPO success. On top of that, the start of deliveries also attracted new investors to Lucid&#39;s stock. If analysts are correct, NIO is the much better value today:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0b1d0939d657b284e25d8447ccb211b5\" tg-width=\"635\" tg-height=\"481\" referrerpolicy=\"no-referrer\"/><span>Data by YCharts</span></p><p>Shares are trading at less than half the consensus price target, which implies 100%+ upside over the next year, whereas LCID is trading almost perfectly in line with the current consensus price target - which implies no upside over the next year. NIO&#39;s underperformance over the last quarter thus seems to position the company well for a strong performance from the current level, whereas the same can&#39;t be said about Lucid.</p><p><b>Lucid Vs. NIO Key Metrics</b></p><p>Let&#39;s take a deeper look at the tech of the two companies, as well as at their branding, and their specific key risks. Both NIO and Lucid are active in the high-end segment of the EV industry, selling vehicles with ASPs well north of the average Tesla. NIO&#39;s ASP is around $70,000, and Lucid&#39;s ASP is even higher than that for now, as the company is selling the most expensive Air<i>Dream</i>version first. Tesla, the current EV leader, has an ASP of around $50,000. Both NIO and Tesla are thus operating in a more luxurious, higher-end segment of the market compared to Tesla. How are these companies able to demand way higher ASPs than Tesla? There are several factors at play, including branding, but one of the most important factors is their great tech.</p><p>NIO&#39;s battery-swapping technology, for example, allows its customers to fully &#34;recharge&#34; in a couple of minutes, while most other EVs take way longer to fully charge. Lucid doesn&#39;t employ battery-swapping, but its racing-tested 900V technology allows for both a huge range as well as for fast charging speeds - Lucid&#39;s architecture allows customers to charge up to 300 miles worth of energy in just 20 minutes. The Tesla S, for reference, uses a ~400V architecture that allows customers to recharge 200 miles in 15 minutes. Clearly, both NIO&#39;s solution, as well as Lucid&#39;s solution, seem superior compared to what Tesla is offering.</p><p>NIO&#39;s and Lucid&#39;s tech also looks highly competitive when it comes to their respective batteries. The Lucid Air Dream has an EPA range of 520 miles, which should be sufficient for almost all use cases. NIO has a larger product portfolio compared to Lucid, but when we take a look at its top-end sedan, battery performance looks even better. The NIO ET7, with a 150kWh battery (smaller options are available, too), has a range of up to 1,000km, which equates to around 620 miles of range. Again, both NIO and Lucid perform well compared to Tesla - the flagship S Plaid has an EPA range of 350 miles. Thanks to its experience in developing and supplying racing engines for electric race cars, Lucid crafts an especially efficient engine:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/edf92a9709beceb826f2e86b3bc25dd6\" tg-width=\"1502\" tg-height=\"829\" referrerpolicy=\"no-referrer\"/><span>Source: Lucid presentation</span></p><p>A smaller, more efficient engine results in lower resource usage and reduces the weight of the vehicle, all else equal. This does, in turn, lead to a longer range, and it also allows for better handling and driving performance, all else equal. Lucid is by far not the biggest EV player today, but its engineers have developed some of the most compelling products and solutions among all currently active EV players.</p><p>NIO puts a lot of focus on technologies that will eventually allow for autonomous driving and puts massive numbers of sensors and huge computing power in its vehicles today. The ET7 uses the following sensing units for that goal:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b39530a306d0b27d76d36bccec0e147d\" tg-width=\"640\" tg-height=\"331\" referrerpolicy=\"no-referrer\"/><span>Source: NIO</span></p><p>With 33 sensors that use up to 8MP, NIO&#39;s sensing capabilities easily blow away those of Tesla. The Tesla Model 3, which is, according to CEO Musk, ready for full-self-driving, only uses 8 cameras with 1.2MP each. One of NIO&#39;s sensors in the ET7 thus has almost as much sensing performance as all of the cameras in the M3 combined - and NIO uses 32 additional sensors in its model. Clearly, NIO&#39;s offering is superior - and that obviously comes at a price, as NIO is not skimping when it comes to putting the best tech in its vehicles. This is also showcased by the massive processing power of the chips NIO uses in the ET7. The ET7 uses four NVIDIA (NVDA) Orin SoCs, each of which offers slightly more than 250 trillion operations per second, which makes for combined computing power of more than 1,000 TOPS - unheard of in any production vehicle. Using four SoCs at the same time also provides for the redundancy that is required for critical systems in a self-driving scenario. it should be noted that NIO&#39;s self-driving tech is not as excellent on the software side - yet. At least for now, peers such as XPeng (XPEV) seem to employ the stronger algorithms, but that is a problem that NIO can solve over the coming quarters and years, and integrating future software in its vehicles that come with top-notch hardware shouldn&#39;t be a very difficult task. Lucid&#39;s self-driving tech, even though it doesn&#39;t get a lot of recognition yet, is not looking bad at all, either. The DreamDrive suite utilizes 32 onboard sensors, almost on par with NIO&#39;s Aquila system (and 4x more sensors compared to the M3, which is allegedly L5 ready from a hardware perspective).</p><p>Strong tech alone doesn&#39;t make for an attractive vehicle, however, as design, manufacturing quality, etc. have to be considered as well. Luckily, both NIO and Lucid compete very well on that basis, although the data on Lucid is still limited due to the low sales numbers - not too many people have driven a Lucid Air yet, thus data about reliability, etc. is limited. NIO, however, has been selling thousands of vehicles a month for quite some time, and its users are very satisfied with the vehicles&#39; quality. CnTechPost reports that J.D. Power has rated NIO the highest-quality EV company in China, ahead of Tesla. Lucid is not active in the country yet, but test drives by a wide range of auto journalists and magazines have generally resulted in very positive reviews. Both NIO and Lucid thus look strong from a design, quality, and tech perspective, with NIO putting more focus on customer-friendly items such as battery-swapping and driving assistance, whereas Lucid puts more focus on engine performance, battery tech, etc. Both avenues have their advantages, but I personally could see NIO benefit more from its easy-to-use, customer-friendly approach, as not too many people will buy an EV based on criteria such as the battery architecture. Still, Lucid&#39;s ability to develop high-performing vehicles should come in very handy in the highly competitive EV industry going forward.</p><p>With NIO, the main risk the market seems to worry about now is regulation/politics. I personally do not believe that regulation will be a huge risk for NIO. Chinese companies never were able to compete successfully in the ICE vehicle space, but with EV technologies bringing change to the entire global automobile industry, China saw its chance to become a global automobile powerhouse. Hurting NIO and other Chinese EV players would run contrary to those goals, which is why I believe that China is more interested in nurturing its own EV players, including NIO, instead of hurting them. Still, the market puts a discount on every Chinese company today, and that holds true for NIO as well - which might be a good thing for those seeking to buy into the company at a below-average valuation.</p><p>For Lucid, regulation doesn&#39;t seem like an important risk. Instead, the main risks here are the high valuation and the production ramp. As Tesla has shown, ramping up vehicle production is no easy task. The company oftentimes had to battle with delays and other issues, sometimes summarized as &#34;Production Hell&#34;. The same could hold true for Lucid, which will have to ramp up production at a high speed in the coming months and quarters in order to meet its ambitious production goals. It&#39;s not a certainty that it will experience similar issues to other manufacturers, of course, but due to a lack of experience, this seems a considerable risk worth keeping an eye on. On top of that, LCID&#39;s high valuation could be a considerable risk - shares trade at around 30x next year&#39;s expected revenue, and there is no guarantee at all that those revenues will actually be generated.</p><p><b>Is Lucid Or NIO Stock The Better Buy?</b></p><p>Both NIO and Lucid have attractive products that seem highly competitive in the EV market that is seeing more and more entrants. I do believe that both companies will have operational success over the coming years, driven by strong tech, attractive brands, and compelling product quality. Operational growth does not necessarily result in share price growth, however, as valuations can be a major hurdle when one buys at a price that is too high.</p><p>In NIO&#39;s case, that does not seem like an overly large risk, as shares are inexpensive relative to how other EV players are valued - NIO trades at ~4x next year&#39;s expected revenue, which represents a clear discount compared to LCID, RIVN, TSLA, and so on. Lucid, on the other hand, is trading at a very premium valuation of 30x next year&#39;s sales.</p><p>I do believe that, based on its larger size, more established operations, better progress in ramping production, and due to its much more reasonable valuation, NIO is the better pick among these two today.The recent share price decline makes for an attractive entry point for those interested in owning this top-notch Chinese EV player.</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>Lucid Vs. NIO Stock: Which EV Stock Is The Better Buy?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLucid Vs. NIO Stock: Which EV Stock Is The Better Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-30 23:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4477181-lucid-vs-nio-stock-better-buy><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThe EV market is getting ever more competitive. Owning strong brands or tech will be important for companies to differentiate themselves from others.Both NIO and LCID have strong brands and ...</p>\n\n<a href=\"https://seekingalpha.com/article/4477181-lucid-vs-nio-stock-better-buy\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LCID":"Lucid Group Inc","NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4477181-lucid-vs-nio-stock-better-buy","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139674064","content_text":"SummaryThe EV market is getting ever more competitive. Owning strong brands or tech will be important for companies to differentiate themselves from others.Both NIO and LCID have strong brands and great tech, which allow them to demand high ASPs.NIO seems like the lower-risk choice among these two, and due to being a lot farther along from a production ramp perspective, it is, I believe, the better choice today.Trygve Finkelsen/iStock Editorial via Getty ImagesArticle ThesisThe EV space has brought up many companies that do not seem too viable in the long run, but there are also strong contenders apart from Tesla (TSLA). In this report, we'll pit Lucid Group, Inc. (LCID) and NIO Inc. (NIO) against each other - two of the most interesting EV players that combine strong brands and high-end technological capabilities. In this report, we'll take a deeper dive into the tech and product side and will look at individual risks for both companies. Overall, I do believe that NIO is the more attractive choice among these two at current prices.Lucid And NIO In The EV MarketThe global EV market has been growing rapidly, with EV sales likely coming in a little north of six million, which is roughly twice as high as during the previous year. Clearly, EVs are a huge growth sector in the global automobile market, although it should be noted that most vehicles sold around the world are still powered by internal combustion engines. Over the years, EV market share should continue to climb rapidly, but it is not looking like EVs will dominate ICE vehicles any time soon.The market leaders in the EV space are Tesla and BYD (OTCPK:BYDDY), and, depending on how one counts plug-in hybrids, Volkswagen (OTCPK:VWAGY). NIO Inc. and Lucid Group, Inc. are not among the largest companies for now. NIO is selling around 11,000 vehicles a month right now, which translates into a ~130,000 annual sales pace. Sales have been growing quickly, however, which is why NIO will most likely sell more than 130,000 vehicles next year, as deliveries should continue to climb sequentially. Lucid is way smaller for now, in terms of deliveries, as the company has likely sold a couple of hundred vehicles this year. Next year, Lucid Group targets deliveries of around 20,000 vehicles - up by a lot versus 2021, but still a relatively small number compared to the deliveries NIO and many other peers will hit next year.LCID Vs. NIO's Past Quarterly PerformanceAs noted above, NIO's sales performance was way stronger than that of Lucid over the last three months, but that was hardly a surprise as LCID just began delivering vehicles to customers. On a share price basis, however, Lucid fared better:Data by YChartsOver the last three months, LCID is up close to 50%, whereas NIO saw its shares drop by close to 20% over the same time frame. In NIO's case, macro worries about Chinese regulation played a role, whereas LCID benefitted a lot from growing enthusiasm for US-based EV players caused by Rivian's (RIVN) huge IPO success. On top of that, the start of deliveries also attracted new investors to Lucid's stock. If analysts are correct, NIO is the much better value today:Data by YChartsShares are trading at less than half the consensus price target, which implies 100%+ upside over the next year, whereas LCID is trading almost perfectly in line with the current consensus price target - which implies no upside over the next year. NIO's underperformance over the last quarter thus seems to position the company well for a strong performance from the current level, whereas the same can't be said about Lucid.Lucid Vs. NIO Key MetricsLet's take a deeper look at the tech of the two companies, as well as at their branding, and their specific key risks. Both NIO and Lucid are active in the high-end segment of the EV industry, selling vehicles with ASPs well north of the average Tesla. NIO's ASP is around $70,000, and Lucid's ASP is even higher than that for now, as the company is selling the most expensive AirDreamversion first. Tesla, the current EV leader, has an ASP of around $50,000. Both NIO and Tesla are thus operating in a more luxurious, higher-end segment of the market compared to Tesla. How are these companies able to demand way higher ASPs than Tesla? There are several factors at play, including branding, but one of the most important factors is their great tech.NIO's battery-swapping technology, for example, allows its customers to fully \"recharge\" in a couple of minutes, while most other EVs take way longer to fully charge. Lucid doesn't employ battery-swapping, but its racing-tested 900V technology allows for both a huge range as well as for fast charging speeds - Lucid's architecture allows customers to charge up to 300 miles worth of energy in just 20 minutes. The Tesla S, for reference, uses a ~400V architecture that allows customers to recharge 200 miles in 15 minutes. Clearly, both NIO's solution, as well as Lucid's solution, seem superior compared to what Tesla is offering.NIO's and Lucid's tech also looks highly competitive when it comes to their respective batteries. The Lucid Air Dream has an EPA range of 520 miles, which should be sufficient for almost all use cases. NIO has a larger product portfolio compared to Lucid, but when we take a look at its top-end sedan, battery performance looks even better. The NIO ET7, with a 150kWh battery (smaller options are available, too), has a range of up to 1,000km, which equates to around 620 miles of range. Again, both NIO and Lucid perform well compared to Tesla - the flagship S Plaid has an EPA range of 350 miles. Thanks to its experience in developing and supplying racing engines for electric race cars, Lucid crafts an especially efficient engine:Source: Lucid presentationA smaller, more efficient engine results in lower resource usage and reduces the weight of the vehicle, all else equal. This does, in turn, lead to a longer range, and it also allows for better handling and driving performance, all else equal. Lucid is by far not the biggest EV player today, but its engineers have developed some of the most compelling products and solutions among all currently active EV players.NIO puts a lot of focus on technologies that will eventually allow for autonomous driving and puts massive numbers of sensors and huge computing power in its vehicles today. The ET7 uses the following sensing units for that goal:Source: NIOWith 33 sensors that use up to 8MP, NIO's sensing capabilities easily blow away those of Tesla. The Tesla Model 3, which is, according to CEO Musk, ready for full-self-driving, only uses 8 cameras with 1.2MP each. One of NIO's sensors in the ET7 thus has almost as much sensing performance as all of the cameras in the M3 combined - and NIO uses 32 additional sensors in its model. Clearly, NIO's offering is superior - and that obviously comes at a price, as NIO is not skimping when it comes to putting the best tech in its vehicles. This is also showcased by the massive processing power of the chips NIO uses in the ET7. The ET7 uses four NVIDIA (NVDA) Orin SoCs, each of which offers slightly more than 250 trillion operations per second, which makes for combined computing power of more than 1,000 TOPS - unheard of in any production vehicle. Using four SoCs at the same time also provides for the redundancy that is required for critical systems in a self-driving scenario. it should be noted that NIO's self-driving tech is not as excellent on the software side - yet. At least for now, peers such as XPeng (XPEV) seem to employ the stronger algorithms, but that is a problem that NIO can solve over the coming quarters and years, and integrating future software in its vehicles that come with top-notch hardware shouldn't be a very difficult task. Lucid's self-driving tech, even though it doesn't get a lot of recognition yet, is not looking bad at all, either. The DreamDrive suite utilizes 32 onboard sensors, almost on par with NIO's Aquila system (and 4x more sensors compared to the M3, which is allegedly L5 ready from a hardware perspective).Strong tech alone doesn't make for an attractive vehicle, however, as design, manufacturing quality, etc. have to be considered as well. Luckily, both NIO and Lucid compete very well on that basis, although the data on Lucid is still limited due to the low sales numbers - not too many people have driven a Lucid Air yet, thus data about reliability, etc. is limited. NIO, however, has been selling thousands of vehicles a month for quite some time, and its users are very satisfied with the vehicles' quality. CnTechPost reports that J.D. Power has rated NIO the highest-quality EV company in China, ahead of Tesla. Lucid is not active in the country yet, but test drives by a wide range of auto journalists and magazines have generally resulted in very positive reviews. Both NIO and Lucid thus look strong from a design, quality, and tech perspective, with NIO putting more focus on customer-friendly items such as battery-swapping and driving assistance, whereas Lucid puts more focus on engine performance, battery tech, etc. Both avenues have their advantages, but I personally could see NIO benefit more from its easy-to-use, customer-friendly approach, as not too many people will buy an EV based on criteria such as the battery architecture. Still, Lucid's ability to develop high-performing vehicles should come in very handy in the highly competitive EV industry going forward.With NIO, the main risk the market seems to worry about now is regulation/politics. I personally do not believe that regulation will be a huge risk for NIO. Chinese companies never were able to compete successfully in the ICE vehicle space, but with EV technologies bringing change to the entire global automobile industry, China saw its chance to become a global automobile powerhouse. Hurting NIO and other Chinese EV players would run contrary to those goals, which is why I believe that China is more interested in nurturing its own EV players, including NIO, instead of hurting them. Still, the market puts a discount on every Chinese company today, and that holds true for NIO as well - which might be a good thing for those seeking to buy into the company at a below-average valuation.For Lucid, regulation doesn't seem like an important risk. Instead, the main risks here are the high valuation and the production ramp. As Tesla has shown, ramping up vehicle production is no easy task. The company oftentimes had to battle with delays and other issues, sometimes summarized as \"Production Hell\". The same could hold true for Lucid, which will have to ramp up production at a high speed in the coming months and quarters in order to meet its ambitious production goals. It's not a certainty that it will experience similar issues to other manufacturers, of course, but due to a lack of experience, this seems a considerable risk worth keeping an eye on. On top of that, LCID's high valuation could be a considerable risk - shares trade at around 30x next year's expected revenue, and there is no guarantee at all that those revenues will actually be generated.Is Lucid Or NIO Stock The Better Buy?Both NIO and Lucid have attractive products that seem highly competitive in the EV market that is seeing more and more entrants. I do believe that both companies will have operational success over the coming years, driven by strong tech, attractive brands, and compelling product quality. Operational growth does not necessarily result in share price growth, however, as valuations can be a major hurdle when one buys at a price that is too high.In NIO's case, that does not seem like an overly large risk, as shares are inexpensive relative to how other EV players are valued - NIO trades at ~4x next year's expected revenue, which represents a clear discount compared to LCID, RIVN, TSLA, and so on. Lucid, on the other hand, is trading at a very premium valuation of 30x next year's sales.I do believe that, based on its larger size, more established operations, better progress in ramping production, and due to its much more reasonable valuation, NIO is the better pick among these two today.The recent share price decline makes for an attractive entry point for those interested in owning this top-notch Chinese EV player.","news_type":1,"symbols_score_info":{"NIO":0.9,"LCID":0.9}},"isVote":1,"tweetType":1,"viewCount":954,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9071594928,"gmtCreate":1657551057364,"gmtModify":1676536023962,"author":{"id":"4094121442063350","authorId":"4094121442063350","name":"Landly","avatar":"https://static.tigerbbs.com/ce065c1af1c7d5cd069f3f1e42d324ad","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4094121442063350","idStr":"4094121442063350"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9071594928","repostId":"2250493079","repostType":4,"repost":{"id":"2250493079","kind":"highlight","pubTimestamp":1657553267,"share":"https://ttm.financial/m/news/2250493079?lang=en_US&edition=fundamental","pubTime":"2022-07-11 23:27","market":"us","language":"en","title":"3 Stocks to Avoid This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=2250493079","media":"Motley Fool","summary":"These investments seem pretty vulnerable right now.","content":"<div>\n<p>All but one of my \"three stocks to avoid\" column last week went according to plan, but it wasn't enough. The three stocks I thought were going to lose to the market for the week -- Coinbase, H&R Block...</p>\n\n<a href=\"https://www.fool.com/investing/2022/07/11/3-stocks-to-avoid-this-week/\">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>3 Stocks to Avoid This Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Stocks to Avoid This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-11 23:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/07/11/3-stocks-to-avoid-this-week/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>All but one of my \"three stocks to avoid\" column last week went according to plan, but it wasn't enough. The three stocks I thought were going to lose to the market for the week -- Coinbase, H&R Block...</p>\n\n<a href=\"https://www.fool.com/investing/2022/07/11/3-stocks-to-avoid-this-week/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"COIN":"Coinbase Global, Inc.","XOM":"埃克森美孚","CAG":"康尼格拉"},"source_url":"https://www.fool.com/investing/2022/07/11/3-stocks-to-avoid-this-week/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2250493079","content_text":"All but one of my \"three stocks to avoid\" column last week went according to plan, but it wasn't enough. The three stocks I thought were going to lose to the market for the week -- Coinbase, H&R Block, and WD-40-- finished up 23%, up 1%, and down 13%, respectively, averaging out to a 3.7% increase.The S&P 500 experienced a 1.9% ascent, but the investments I figured would fare rose nearly twice as much. I was wrong. But I have still been correct in 25 of the past 38 weeks.Where do I go to next? I see Conagra, Coinbase, and ExxonMobil as stocks you may want to consider steering clear of this week. Let's go over my near-term concerns with all three investments.ConagraThere's a good chance that there's some Conagra in your kitchen. Scour your fridge or pantry, and you may find some Slim Jim beef jerky, Pam non-stick spray, Hunt's ketchup, or Log Cabin maple syrup. There are dozens of Conagra brands that are literally and figuratively household names. I'm still con Conagra this week.The brand giant reports financial results on Thursday morning. It hasn't been very impressive lately. It has failed to exceed analyst profit targets in back-to-back quarters, and Wall Street expectations have been trending lower in recent months. Being a haven for premium brands isn't a lot of fun when the economy's wobbly and folks are trading down to lower-margin store brands. Wall Street sees revenue at Conagra climbing just 3% this year as well as 2023. It's hard to get excited about this week's financial update with that backdrop.CoinbaseThe one stock that burned me last week was Coinbase. It soared 23%, more than offsetting the other two selections that failed to beat the market. But I'm not sure the rally is sustainable. Crypto markets have bounced back, but confidence is rattled for digital currency traders. A couple of notable platforms have either frozen assets or filed for bankruptcy protection.Recovery won't be easy, and you can be sure that the once beefy yields that folks were earning on some of these platforms aren't coming back anytime soon. Coinbase is the top dog, and it will survive the current crisis. It has a strong balance sheet, and it didn't go deep into the risk spectrum to deliver staking rewards for its users.However, Coinbase was reeling even before lesser platforms were exposed. Retail trading volume plummeted 58% sequentially in this year's first quarter, and the second quarter that concluded last week probably isn't going to hold up much better. Crypto prices may be starting to stabilize now that stock prices are also showing some resiliency, but a lot of scorched investors are going to stay away for now.ExxonMobilStocks were rallying last week, but one of the hottest industries of 2022 took a breather. Oil and gas stocks declined as energy costs inched lower. Will the sector rotation continue in the week ahead?You don't want to bet against ExxonMobil over the long haul. The integrated oil major has more going for it than just the recent pain at the pump. However, sector rotation makes hot industries mortal during the shift. Did you realize that ExxonMobil's surge over the past year has dropped its once meteoric yield to just 4.1%? If stocks continue to rally it's a safe bet that ExxonMobil will be a laggard for now.It's going to be a bumpy road for some of these investments. If you're looking for safe stocks, you aren't likely to find them in Conagra, Coinbase, and ExxonMobil this week.","news_type":1,"symbols_score_info":{"XOM":0.9,"COIN":0.9,"CAG":0.9}},"isVote":1,"tweetType":1,"viewCount":3200,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9019548887,"gmtCreate":1648613586771,"gmtModify":1676534365318,"author":{"id":"4094121442063350","authorId":"4094121442063350","name":"Landly","avatar":"https://static.tigerbbs.com/ce065c1af1c7d5cd069f3f1e42d324ad","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4094121442063350","idStr":"4094121442063350"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/8VI.AU\">$8VI Holdings Ltd(8VI.AU)$</a>What should i do with this share 😭","listText":"<a href=\"https://ttm.financial/S/8VI.AU\">$8VI Holdings Ltd(8VI.AU)$</a>What should i do with this share 😭","text":"$8VI Holdings Ltd(8VI.AU)$What should i do with this share 😭","images":[{"img":"https://community-static.tradeup.com/news/5680924144d903704869ab3b9a3de223","width":"1170","height":"2292"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9019548887","isVote":1,"tweetType":1,"viewCount":1705,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9004466588,"gmtCreate":1642665808319,"gmtModify":1676533733708,"author":{"id":"4094121442063350","authorId":"4094121442063350","name":"Landly","avatar":"https://static.tigerbbs.com/ce065c1af1c7d5cd069f3f1e42d324ad","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4094121442063350","idStr":"4094121442063350"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9004466588","repostId":"1113156154","repostType":4,"repost":{"id":"1113156154","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1642665221,"share":"https://ttm.financial/m/news/1113156154?lang=en_US&edition=fundamental","pubTime":"2022-01-20 15:53","market":"us","language":"en","title":"Why This Analyst Believes SoFi Technologies Will Disrupt Legacy Consumer Finance","url":"https://stock-news.laohu8.com/highlight/detail?id=1113156154","media":"Benzinga","summary":"SoFi Technologies Inc has been generating robust growth and appears poised to grow at a 28% compound","content":"<html><head></head><body><p><b>SoFi Technologies Inc</b> has been generating robust growth and appears poised to grow at a 28% compounded annual rate through 2026, according to Wedbush.</p><p><img src=\"https://static.tigerbbs.com/cd7692120d5ddb46efcb61bf734527f8\" tg-width=\"1200\" tg-height=\"630\" width=\"100%\" height=\"auto\"/></p><p><b>The SoFi Technologies Analyst: David Chiaverini</b>initiated coverage of SoFi Technologies with an Outperform rating and a price target of $20.</p><p><b>The SoFi Technologies Thesis:</b>The company’s members increased to over 3 million in the fourth quarter of 2021 and revenue growth guidance of nearly $1 billion for FY2021 is strong, Chiaverini said in the note.</p><p>He expressed optimism about SoFi Technologies being able to drive member growth with its increasing brand presence.</p><p>SoFi offers comprehensive financial services, which “is a significant competitive advantage over neobank competitors who tend to focus on niche offerings,” the analyst wrote.</p><p>The company’s “streamlined product offering makes it well-positioned versus legacy consumer finance providers including traditional banks who are viewed by younger cohorts as being outdated, not fee-friendly, and have friction in the cross-selling process given business segments tend to operate in silos,” Chiaverini added.</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>Why This Analyst Believes SoFi Technologies Will Disrupt Legacy Consumer Finance</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy This Analyst Believes SoFi Technologies Will Disrupt Legacy Consumer Finance\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2022-01-20 15:53</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><b>SoFi Technologies Inc</b> has been generating robust growth and appears poised to grow at a 28% compounded annual rate through 2026, according to Wedbush.</p><p><img src=\"https://static.tigerbbs.com/cd7692120d5ddb46efcb61bf734527f8\" tg-width=\"1200\" tg-height=\"630\" width=\"100%\" height=\"auto\"/></p><p><b>The SoFi Technologies Analyst: David Chiaverini</b>initiated coverage of SoFi Technologies with an Outperform rating and a price target of $20.</p><p><b>The SoFi Technologies Thesis:</b>The company’s members increased to over 3 million in the fourth quarter of 2021 and revenue growth guidance of nearly $1 billion for FY2021 is strong, Chiaverini said in the note.</p><p>He expressed optimism about SoFi Technologies being able to drive member growth with its increasing brand presence.</p><p>SoFi offers comprehensive financial services, which “is a significant competitive advantage over neobank competitors who tend to focus on niche offerings,” the analyst wrote.</p><p>The company’s “streamlined product offering makes it well-positioned versus legacy consumer finance providers including traditional banks who are viewed by younger cohorts as being outdated, not fee-friendly, and have friction in the cross-selling process given business segments tend to operate in silos,” Chiaverini added.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SOFI":"SoFi Technologies Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113156154","content_text":"SoFi Technologies Inc has been generating robust growth and appears poised to grow at a 28% compounded annual rate through 2026, according to Wedbush.The SoFi Technologies Analyst: David Chiaveriniinitiated coverage of SoFi Technologies with an Outperform rating and a price target of $20.The SoFi Technologies Thesis:The company’s members increased to over 3 million in the fourth quarter of 2021 and revenue growth guidance of nearly $1 billion for FY2021 is strong, Chiaverini said in the note.He expressed optimism about SoFi Technologies being able to drive member growth with its increasing brand presence.SoFi offers comprehensive financial services, which “is a significant competitive advantage over neobank competitors who tend to focus on niche offerings,” the analyst wrote.The company’s “streamlined product offering makes it well-positioned versus legacy consumer finance providers including traditional banks who are viewed by younger cohorts as being outdated, not fee-friendly, and have friction in the cross-selling process given business segments tend to operate in silos,” Chiaverini added.","news_type":1,"symbols_score_info":{"SOFI":0.9}},"isVote":1,"tweetType":1,"viewCount":688,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9000275442,"gmtCreate":1640223216507,"gmtModify":1676533509027,"author":{"id":"4094121442063350","authorId":"4094121442063350","name":"Landly","avatar":"https://static.tigerbbs.com/ce065c1af1c7d5cd069f3f1e42d324ad","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4094121442063350","idStr":"4094121442063350"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9000275442","repostId":"1113181515","repostType":4,"repost":{"id":"1113181515","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":1640219427,"share":"https://ttm.financial/m/news/1113181515?lang=en_US&edition=fundamental","pubTime":"2021-12-23 08:30","market":"us","language":"en","title":"Tencent to declare interim dividend by way of distribution in specie of class a ordinary shares of JD.com","url":"https://stock-news.laohu8.com/highlight/detail?id=1113181515","media":"Tiger Newspress","summary":"Tencent announced today that it has resolved to declare a special interim dividend in the form of a ","content":"<p>Tencent announced today&nbsp;that it has resolved to declare a special interim dividend in the form of a distribution in specie of 457,326,671 Class A ordinary shares of JD.com (assuming there is no change in the total number of issued Shares from the date of this announcement to the Record Date) indirectly held by the Company through Huang River to the Shareholders whose names appear on the register of members of the Company on the Record Date in proportion to their then respective shareholdings in the Company on the basis of 1 Class A ordinary share of JD.com for every 21 Shares held by the Qualifying Shareholders, being rounded down to the nearest whole number of JD.com Shares.</p>\n<p>The exact total number of the JD.com Shares to be distributed by the Company is subject to such adjustments where appropriate and necessary in order to give effect to the Distribution in Specie on the basis of 1 Class A ordinary share of JD.com for every 21 Shares held on theRecord Date and such other arrangements in relation to the Distribution in Specie as set out in this announcement.</p>\n<p>Non-Qualifying Shareholders will not be entitled to receive the JD.com Shares and will instead receive cash in lieu of the JD.com Shares in respect of the Shares held by them on the basis of 1 Class A ordinary share of JD.com for every 21 Shares held on the Record Date.</p>\n<p>For determining entitlements to the Distribution in Specie, the register of members and transfer book of the Company will be closed from 24 January 2022, Monday to 25 January 2022, Tuesday, both days inclusive, during which period no transfer of Shares will be registered. In order to qualify for the Distribution in Specie, any document in respect of the transfer of Shares accompanied by the relevant share certificates must be lodged with the Company’s Hong Kong branch share registrar and transfer office, Computershare Hong Kong Investor Services Limited, at Shops 1712-1716, 17th Floor, Hopewell Centre, 183 Queen’s Road East, Wan Chai, Hong Kong for registration not later than 4:30 p.m. on 21 January 2022, Friday. The last day for dealing in Shares on the Stock Exchange with entitlements to the Distribution in Specie is expected to be 19 January 2022, Wednesday.</p>\n<p>JD.com&nbsp;also&nbsp;announced&nbsp;same things.JD.com&nbsp;is aware that Tencent Holdings Limited (“Tencent”), that currently owns indirectly approximately 17.0% of the Company’s outstanding shares, announced that it will distribute approximately 460 million Class A ordinary shares of the Company owned by Tencent to its shareholders. Immediately following the distribution, Tencent’s shareholding in the Company will be approximately 2.3%, and the shareholders of Tencent who receive shares of the Company in the distribution will become the shareholders of the Company. The Company and Tencent will continue to maintain their mutually beneficial business relationship, including their ongoing strategic partnership agreement.</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>Tencent to declare interim dividend by way of distribution in specie of class a ordinary shares of JD.com</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\">\nTencent to declare interim dividend by way of distribution in specie of class a ordinary shares of JD.com\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-12-23 08:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Tencent announced today&nbsp;that it has resolved to declare a special interim dividend in the form of a distribution in specie of 457,326,671 Class A ordinary shares of JD.com (assuming there is no change in the total number of issued Shares from the date of this announcement to the Record Date) indirectly held by the Company through Huang River to the Shareholders whose names appear on the register of members of the Company on the Record Date in proportion to their then respective shareholdings in the Company on the basis of 1 Class A ordinary share of JD.com for every 21 Shares held by the Qualifying Shareholders, being rounded down to the nearest whole number of JD.com Shares.</p>\n<p>The exact total number of the JD.com Shares to be distributed by the Company is subject to such adjustments where appropriate and necessary in order to give effect to the Distribution in Specie on the basis of 1 Class A ordinary share of JD.com for every 21 Shares held on theRecord Date and such other arrangements in relation to the Distribution in Specie as set out in this announcement.</p>\n<p>Non-Qualifying Shareholders will not be entitled to receive the JD.com Shares and will instead receive cash in lieu of the JD.com Shares in respect of the Shares held by them on the basis of 1 Class A ordinary share of JD.com for every 21 Shares held on the Record Date.</p>\n<p>For determining entitlements to the Distribution in Specie, the register of members and transfer book of the Company will be closed from 24 January 2022, Monday to 25 January 2022, Tuesday, both days inclusive, during which period no transfer of Shares will be registered. In order to qualify for the Distribution in Specie, any document in respect of the transfer of Shares accompanied by the relevant share certificates must be lodged with the Company’s Hong Kong branch share registrar and transfer office, Computershare Hong Kong Investor Services Limited, at Shops 1712-1716, 17th Floor, Hopewell Centre, 183 Queen’s Road East, Wan Chai, Hong Kong for registration not later than 4:30 p.m. on 21 January 2022, Friday. The last day for dealing in Shares on the Stock Exchange with entitlements to the Distribution in Specie is expected to be 19 January 2022, Wednesday.</p>\n<p>JD.com&nbsp;also&nbsp;announced&nbsp;same things.JD.com&nbsp;is aware that Tencent Holdings Limited (“Tencent”), that currently owns indirectly approximately 17.0% of the Company’s outstanding shares, announced that it will distribute approximately 460 million Class A ordinary shares of the Company owned by Tencent to its shareholders. Immediately following the distribution, Tencent’s shareholding in the Company will be approximately 2.3%, and the shareholders of Tencent who receive shares of the Company in the distribution will become the shareholders of the Company. The Company and Tencent will continue to maintain their mutually beneficial business relationship, including their ongoing strategic partnership agreement.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09618":"京东集团-SW","00700":"腾讯控股","TCEHY":"腾讯控股ADR","JD":"京东"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113181515","content_text":"Tencent announced today that it has resolved to declare a special interim dividend in the form of a distribution in specie of 457,326,671 Class A ordinary shares of JD.com (assuming there is no change in the total number of issued Shares from the date of this announcement to the Record Date) indirectly held by the Company through Huang River to the Shareholders whose names appear on the register of members of the Company on the Record Date in proportion to their then respective shareholdings in the Company on the basis of 1 Class A ordinary share of JD.com for every 21 Shares held by the Qualifying Shareholders, being rounded down to the nearest whole number of JD.com Shares.\nThe exact total number of the JD.com Shares to be distributed by the Company is subject to such adjustments where appropriate and necessary in order to give effect to the Distribution in Specie on the basis of 1 Class A ordinary share of JD.com for every 21 Shares held on theRecord Date and such other arrangements in relation to the Distribution in Specie as set out in this announcement.\nNon-Qualifying Shareholders will not be entitled to receive the JD.com Shares and will instead receive cash in lieu of the JD.com Shares in respect of the Shares held by them on the basis of 1 Class A ordinary share of JD.com for every 21 Shares held on the Record Date.\nFor determining entitlements to the Distribution in Specie, the register of members and transfer book of the Company will be closed from 24 January 2022, Monday to 25 January 2022, Tuesday, both days inclusive, during which period no transfer of Shares will be registered. In order to qualify for the Distribution in Specie, any document in respect of the transfer of Shares accompanied by the relevant share certificates must be lodged with the Company’s Hong Kong branch share registrar and transfer office, Computershare Hong Kong Investor Services Limited, at Shops 1712-1716, 17th Floor, Hopewell Centre, 183 Queen’s Road East, Wan Chai, Hong Kong for registration not later than 4:30 p.m. on 21 January 2022, Friday. The last day for dealing in Shares on the Stock Exchange with entitlements to the Distribution in Specie is expected to be 19 January 2022, Wednesday.\nJD.com also announced same things.JD.com is aware that Tencent Holdings Limited (“Tencent”), that currently owns indirectly approximately 17.0% of the Company’s outstanding shares, announced that it will distribute approximately 460 million Class A ordinary shares of the Company owned by Tencent to its shareholders. Immediately following the distribution, Tencent’s shareholding in the Company will be approximately 2.3%, and the shareholders of Tencent who receive shares of the Company in the distribution will become the shareholders of the Company. The Company and Tencent will continue to maintain their mutually beneficial business relationship, including their ongoing strategic partnership agreement.","news_type":1,"symbols_score_info":{"TCEHY":0.9,"JD":0.9,"09618":0.9,"00700":0.9}},"isVote":1,"tweetType":1,"viewCount":1054,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9070571157,"gmtCreate":1657081051079,"gmtModify":1676535946282,"author":{"id":"4094121442063350","authorId":"4094121442063350","name":"Landly","avatar":"https://static.tigerbbs.com/ce065c1af1c7d5cd069f3f1e42d324ad","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4094121442063350","idStr":"4094121442063350"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9070571157","repostId":"1185859082","repostType":4,"repost":{"id":"1185859082","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":1657072832,"share":"https://ttm.financial/m/news/1185859082?lang=en_US&edition=fundamental","pubTime":"2022-07-06 10:00","market":"us","language":"en","title":"Tiger Chart | How Will U.S. Stocks Perform in H2 of the Year After a Bad H1?","url":"https://stock-news.laohu8.com/highlight/detail?id=1185859082","media":"Tiger Newspress","summary":"Worst start after Great Depression in around 100 years; Corporate fundamentals should exhibit relati","content":"<html><head></head><body><p>Worst start after Great Depression in around 100 years; Corporate fundamentals should exhibit relative resilience for the rest of the year.</p><p><img src=\"https://static.tigerbbs.com/7830b975cfd79c7d60ae8df1cbdc1722\" tg-width=\"1500\" tg-height=\"1145\" width=\"100%\" height=\"auto\"/></p><p>Equity sentiment, investor positioning and market internals have been bearish, resulting in the worst annual start for equities in around 100 years, with the exception of the Great Depression. Portfolios are defensively positioned for a recessionary outcome and corporate fundamentals should exhibit relative resilience for the rest of the year, despite some softness in corporate guidance.</p><p>“We believe the fundamental risk-reward for equities will be improving as we enter the second half of the year, with growth-policy tradeoff likely to turn, from both sides,”said Dubravko Lakos-Bujas, Global Head of Equity Macro Research at J.P. Morgan.</p><p>Mid-to-high single digit growth rate is expected for S&amp;P 500 earnings per share (EPS) in 2022, with J.P. Morgan estimates at $225 (vs. consensus $229.58). Growth should moderate in 2023 with negative revisions to EPS driven by slight margin compression and U.S. dollar headwinds.</p><p>Equity markets typically have large drawdowns during a hiking cycle, with an average sell-off of -16% in the 13 cycles since 1954. The -25% drawdown so far in this cycle is comparable to 1986-89 cycle (-32.6%, Black Monday, recession came after three and a half years from the start of the cycle). Anything short of a recession will likely catch most investors completely wrong-footed, especially after broad correction that resulted in the average stock drawdown around 80% of the way to prior recession bottoms.</p><p>“At the current juncture defensive stocks possess valuation risk while flushed out cyclicals / growth / small-caps are presenting an increasingly attractive risk/reward. Our highest conviction sector call remains energy (strong fundamentals, still attractive valuation, rising shareholder return and geopolitical/inflation hedge),”added Lakos-Bujas.</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>Tiger Chart | How Will U.S. Stocks Perform in H2 of the Year After a Bad H1?</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\">\nTiger Chart | How Will U.S. Stocks Perform in H2 of the Year After a Bad H1?\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\">2022-07-06 10:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Worst start after Great Depression in around 100 years; Corporate fundamentals should exhibit relative resilience for the rest of the year.</p><p><img src=\"https://static.tigerbbs.com/7830b975cfd79c7d60ae8df1cbdc1722\" tg-width=\"1500\" tg-height=\"1145\" width=\"100%\" height=\"auto\"/></p><p>Equity sentiment, investor positioning and market internals have been bearish, resulting in the worst annual start for equities in around 100 years, with the exception of the Great Depression. Portfolios are defensively positioned for a recessionary outcome and corporate fundamentals should exhibit relative resilience for the rest of the year, despite some softness in corporate guidance.</p><p>“We believe the fundamental risk-reward for equities will be improving as we enter the second half of the year, with growth-policy tradeoff likely to turn, from both sides,”said Dubravko Lakos-Bujas, Global Head of Equity Macro Research at J.P. Morgan.</p><p>Mid-to-high single digit growth rate is expected for S&amp;P 500 earnings per share (EPS) in 2022, with J.P. Morgan estimates at $225 (vs. consensus $229.58). Growth should moderate in 2023 with negative revisions to EPS driven by slight margin compression and U.S. dollar headwinds.</p><p>Equity markets typically have large drawdowns during a hiking cycle, with an average sell-off of -16% in the 13 cycles since 1954. The -25% drawdown so far in this cycle is comparable to 1986-89 cycle (-32.6%, Black Monday, recession came after three and a half years from the start of the cycle). Anything short of a recession will likely catch most investors completely wrong-footed, especially after broad correction that resulted in the average stock drawdown around 80% of the way to prior recession bottoms.</p><p>“At the current juncture defensive stocks possess valuation risk while flushed out cyclicals / growth / small-caps are presenting an increasingly attractive risk/reward. Our highest conviction sector call remains energy (strong fundamentals, still attractive valuation, rising shareholder return and geopolitical/inflation hedge),”added Lakos-Bujas.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185859082","content_text":"Worst start after Great Depression in around 100 years; Corporate fundamentals should exhibit relative resilience for the rest of the year.Equity sentiment, investor positioning and market internals have been bearish, resulting in the worst annual start for equities in around 100 years, with the exception of the Great Depression. Portfolios are defensively positioned for a recessionary outcome and corporate fundamentals should exhibit relative resilience for the rest of the year, despite some softness in corporate guidance.“We believe the fundamental risk-reward for equities will be improving as we enter the second half of the year, with growth-policy tradeoff likely to turn, from both sides,”said Dubravko Lakos-Bujas, Global Head of Equity Macro Research at J.P. Morgan.Mid-to-high single digit growth rate is expected for S&P 500 earnings per share (EPS) in 2022, with J.P. Morgan estimates at $225 (vs. consensus $229.58). Growth should moderate in 2023 with negative revisions to EPS driven by slight margin compression and U.S. dollar headwinds.Equity markets typically have large drawdowns during a hiking cycle, with an average sell-off of -16% in the 13 cycles since 1954. The -25% drawdown so far in this cycle is comparable to 1986-89 cycle (-32.6%, Black Monday, recession came after three and a half years from the start of the cycle). Anything short of a recession will likely catch most investors completely wrong-footed, especially after broad correction that resulted in the average stock drawdown around 80% of the way to prior recession bottoms.“At the current juncture defensive stocks possess valuation risk while flushed out cyclicals / growth / small-caps are presenting an increasingly attractive risk/reward. Our highest conviction sector call remains energy (strong fundamentals, still attractive valuation, rising shareholder return and geopolitical/inflation hedge),”added Lakos-Bujas.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":2638,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9055078437,"gmtCreate":1655221340429,"gmtModify":1676535588170,"author":{"id":"4094121442063350","authorId":"4094121442063350","name":"Landly","avatar":"https://static.tigerbbs.com/ce065c1af1c7d5cd069f3f1e42d324ad","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4094121442063350","idStr":"4094121442063350"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9055078437","repostId":"1121400553","repostType":4,"repost":{"id":"1121400553","kind":"news","pubTimestamp":1655217932,"share":"https://ttm.financial/m/news/1121400553?lang=en_US&edition=fundamental","pubTime":"2022-06-14 22:45","market":"us","language":"en","title":"Why Alibaba Will Outperform Amazon","url":"https://stock-news.laohu8.com/highlight/detail?id=1121400553","media":"Seeking Alpha","summary":"SummaryInflation pressures are rising in the US and are squeezing consumer demand.Monetary and fisca","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Inflation pressures are rising in the US and are squeezing consumer demand.</li><li>Monetary and fiscal policy in the West will tighten, while China will likely ease.</li><li>Alibaba went through the worst of the tech-crackdown, and Amazon has more pain to come.</li><li>Growth expectations for Amazon are unreasonable, but expectations for Alibaba are realistic.</li><li>I expect Alibaba to outperform relative to Amazon.</li></ul><p><b>Summary</b></p><p>In this article, I suggest a pair trade of going long Alibaba (NYSE:BABA) and short Amazon (NASDAQ:AMZN). Much of my reasoning stems not from the respective companies&#39; business models but from macroeconomic head- and tailwinds and fiscal and monetary policy differences between China and the USA. The business models of Alibaba and Amazon are relatively comparable and therefore, a good proxy for my macro pair trade idea.</p><p>I suggest this trade for the coming 6-12 months. If readers believe that the similarities between both companies are not sufficient for a pair trade, I suggest expressing the same idea via going long Chinese Internet Equities via the KraneShares CSI China Internet ETF (KWEB) and short American Internet Equities via the Nasdaq (NDX).</p><p><b>The Market has turned</b></p><p>The Fed tightening is the single most important factor in equity markets today. After the Great Financial Crisis in 2008, the continuous provision of easy money from the Fed via Quantitative Easing resulted in US equities surging. Actively managed ETFs and funds underperformed because everybody could be sure that at some point, the Fed will step in to save the day.</p><p>The fundamental reasoning of the Fed policies was that lower interest rates would spur credit demand of businesses and consumers because of cheaper debt costs. However, after the financial crisis, there were fewer investment opportunities for companies worthwhile pursuing. Additionally, many consumers and businesses saw their collateral collapse and thus were unwilling to borrow until their balance sheets were repaired. This process takes time to unwind. Thus, the economy had a shortage of borrowers for 14 years, and the Fed couldn&#39;t address the problem by lowering the debt costs. QE did almost nothing to the real economy. But it propped up the collateral.</p><p>Fundamentally, the last 40 years have been disinflationary. Central Banks around the world expanded the money supply because there was no downside to printing money, as inflation was low and stable. The resulting wealth effects of these policies were massive, and the gap between poor and rich widened.</p><p><img src=\"https://static.tigerbbs.com/41a942d3225895324a1293c6e8fe5852\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Data by YCharts</p><p>The disinflationary environment vanished during the last 1.5 years because of two reasons. Firstly, the interconnection of the expansive fiscal and monetary policy provided a possibility to print money and inject it into the real economy. Secondly, ongoing supply shortages of commodities due to lack of investment during the last decade increased the cost pressures of businesses and consumers, resulting in cost-push inflation. The cost-push inflation now threatens to translate into a price/wage spiral. The Fed was too expansive during the last 14 years without major effects on the real economy. In March 2020, liquidity provision got to absurd levels. No, as the previously printed money arrives in the real economy, the Fed is caught with its pants down. Inflation was always the downside to money printing. But its effects were delayed due to the fundamental shortage of borrowers and absent transmission systems to the real economy.</p><p><b>The Fed wants a reverse Wealth Effect</b></p><p>The Fed cannot control the supply shortages which emerged due to missing investments - especially in the energy sector. So, the Fed will try to crack down on the demand side to retake control of the inflation rate. It can achieve the goal of reducing demand most effectively by Quantitative Tightening, which will have the reverse effect of Quantitative Easing: It will devalue the collateral. The Fed hopes for a reverse wealth effect. It wants stock prices to depreciate and hopes it doesn&#39;t break the credit market or crush the labor market in the medium term.</p><p>Due to significant government debt, I believe the Fed will pivot in the future as the credit market gets distressed and inflation eases due to lower demand. But the turning point is still far away at this point. Long-only doesn&#39;t work anymore. I believe further downside is coming for global equities, especially the ones at the top of the food chain of all globally diversified ETFs - i.e., the companies with the biggest market capitalizations in the world: American Internet Companies. These are the companies that profited most from Quantitative Easing, and they will be the ones hurt most by Quantitative Tightening.</p><p>Going long and short in this environment is key if investors want to retain their purchasing power. Gaining purchasing power will be difficult due to inflation, but pair trades offer lower risk because of reduced directional market exposure.</p><p><b>Amazon and Alibaba as Proxy</b></p><p>Both Amazon and Alibaba operate mainly in the consumer discretionary segment. Admittedly, the net earnings of Amazon consist of huge contributions from the AWS segment, which is a completely different business with much stronger margins. In that regard, there is a substantial difference in the business models. The Cloud computing segment of Alibaba has just turned towards profitability, and Amazon is much further ahead. However, the revenues of both companies largely stem from E-commerce.</p><p>More importantly, 60% of all net sales of Amazon are in North America, and 26% constitute international sales. The remaining 14% consists of the cloud segment. Conversely, 74% of the net sales of Alibaba are in China, while 7% constitute international sales. The remaining 19% are cloud and other sales.</p><p><b>Why short Amazon?</b></p><p>The ongoing Fed tightening cycle is designed to hurt consumer demand in America via the reverse wealth effect. The average consumer in America will spend their income first on consumer staples and then on consumer discretionary items. Because prices of consumer staples items have increased due to cost-push inflation and wages are not responding in a similar manner (yet), the portion left for consumer discretionary spending is reduced. Furthermore, the cost side of Amazon&#39;s business increases due to higher energy and shipping costs. Because consumers are unable to spend the same portion of their income on consumer discretionary items, Amazon does not have much pricing power. Therefore the margins of its main business will most likely compress.</p><p>Currently, Amazon is still one of the biggest companies by market capitalization. The stock profited massively from Quantitative Easing and will be hurt by Quantitative Tightening to a similar degree, as explained above.</p><p>Because of growth forecasts and ETF inflows, the stock is trading at a high valuation. The P/E (FWD) is currently at 114x. EV/EBITDA (FWD) stands at 16x, and the P/FCF (FWD) is at 17x. If the revenue growth of Amazon decreases further, the stocks could be revalued at a much lower multiple. Currently, Amazon is still expected to grow revenues in 2022 by ~$55 billion (or ~12%). Current EPS estimates point towards a rapid recovery in 2022. I don&#39;t believe that is likely to happen.</p><p><b>Why long Alibaba?</b></p><p>The Chinese macroeconomic environment is currently ahead of the American macroeconomic environment. The Chinese economy suffered a big drawdown due to the mandated lockdowns and COVID restrictions. The China Caixin Manufacturing PMIdroppedto a low of 46 in April and started to reverse in May. Both output and new orders in China fell at a softer rate amid further declines in both export orders and employment. It is likely that the Chinese economy is already through the worst of this economic downturn. From now onwards, consumer spending growth is poised to return to positive territory.</p><p>Chinese policymakers still have room for accommodative fiscal and monetary policy as the inflation rates remain low. In May 2022, China cut the borrowing rate of the five-year loan prime rate (LPR) by 15 basis points to 4.45% to stimulate the housing market. The People&#39;s Bank of China kept the rate on its one-year medium-term lending facility (MLF) at 2.85%. The Chinese policymakers seem hesitant to stimulate the economy in an aggressive way because the Fed is tightening financial conditions at the same time. However, the monetary policy remains neutral in China.</p><p>In 2021, Alibaba got hit by the Chinese regulatory tech crackdown. Alibaba had to pay a $2.8 billion fine for anti-monopoly violations. The company lost ~50% of its market cap during that time. Financial media and investment banks deemed Chinese Equities to be &#34;uninvestable&#34;. However, recentlyJPMorganupgraded some Chinese stocks from neutral to overweight in 2022, and many others from underweight to neutral. Other investment banks followed. The Chinese regulators have signaled an easing of the tech crackdown. They have been aware of the VIE loophole for years and have not acted. It is not in China&#39;s interest to destroy offshore Chinese companies by challenging the existing VIEs. The VIE risk is now sufficiently priced in, as analysts had talked about it extensively and continue to do so. The worst for Alibaba seems to be over.</p><p>Because of the selloff, Alibaba trades at significantly lower multiples. The P/E (FWD) is currently at 15x. EV/EBITDA (FWD) stands at 11x, and the P/FCF (FWD) is at 10x. Alibaba is expected to grow revenues in 2022 by only ~$4 billion (or 3%). Current EPS estimates expect stagnant earnings growth for the next four quarters. I believe Alibaba can surprise to the upside.</p><p>The Charts speak for themselves <img src=\"https://static.tigerbbs.com/0d5cf7f1ea0742a9c2111a779c35014b\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Data by YCharts</p><p>The stock prices of Alibaba and Amazon have correlated strongly during the last few years. However, in late 2020 the stock of Alibaba erased all of its gains since its IPO and fell ~70%. I believe the gap will not widen but begin to close during the next 6-12 months.</p><p><b>The Takeaways</b></p><p><img src=\"https://static.tigerbbs.com/2a293d91b08078d7eaba98b982685125\" tg-width=\"618\" tg-height=\"319\" width=\"100%\" height=\"auto\"/><b>Risks to the Pair Trade</b></p><p>The Chinese Crackdown on Internet companies could restart, and complications with Jack Ma and the Chinese Regulators could provide downside to the stock of Alibaba. I believe this risk has a low probability to materialize. If the crackdown continues, why would the Chinese regulators have an interest in signaling easing.</p><p>The Fed could restart Quantitative Easing and therefore positively affect the market prices. I believe this is very unlikely to happen due to the inflationary pressures that the US is facing. I think at some point in the future a pivot is guaranteed. But I don&#39;t expect it in 2022 &amp; early 2023. If the Fed starts to ease the monetary conditions, this pair trade will probably underperform massively.</p><p>The Chinese recovery could take longer than expected, and Alibaba could have worse quarters ahead. I believe this is the greatest risk in this pair trade since Chinese regulators have taken the Zero-COVID strategy very seriously as opposed to most countries in the west. Recently, there have been partial lockdowns in Shanghai again due to fresh breakouts of the virus. However, sometime in the future, China will have to reopen, Amazon is affected by Chinese lockdowns too, and I believe much of the restrictive COVID policies are priced in.</p><p><b>Closing Thoughts</b></p><p>Even with these risks in mind, I believe the downside of Amazon is much larger than the downside of Alibaba. The market expectations for revenue and earnings growth of Amazon in 2022 are not plausible with the current headwinds in mind. I believe Alibaba has a good chance of beating the forecasts, although this pair trade focuses more on the downside potential of both companies than the upside.</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>Why Alibaba Will Outperform Amazon</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Alibaba Will Outperform Amazon\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-14 22:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4518217-alibaba-outperform-amazon><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryInflation pressures are rising in the US and are squeezing consumer demand.Monetary and fiscal policy in the West will tighten, while China will likely ease.Alibaba went through the worst of ...</p>\n\n<a href=\"https://seekingalpha.com/article/4518217-alibaba-outperform-amazon\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","AMZN":"亚马逊","09988":"阿里巴巴-W"},"source_url":"https://seekingalpha.com/article/4518217-alibaba-outperform-amazon","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121400553","content_text":"SummaryInflation pressures are rising in the US and are squeezing consumer demand.Monetary and fiscal policy in the West will tighten, while China will likely ease.Alibaba went through the worst of the tech-crackdown, and Amazon has more pain to come.Growth expectations for Amazon are unreasonable, but expectations for Alibaba are realistic.I expect Alibaba to outperform relative to Amazon.SummaryIn this article, I suggest a pair trade of going long Alibaba (NYSE:BABA) and short Amazon (NASDAQ:AMZN). Much of my reasoning stems not from the respective companies' business models but from macroeconomic head- and tailwinds and fiscal and monetary policy differences between China and the USA. The business models of Alibaba and Amazon are relatively comparable and therefore, a good proxy for my macro pair trade idea.I suggest this trade for the coming 6-12 months. If readers believe that the similarities between both companies are not sufficient for a pair trade, I suggest expressing the same idea via going long Chinese Internet Equities via the KraneShares CSI China Internet ETF (KWEB) and short American Internet Equities via the Nasdaq (NDX).The Market has turnedThe Fed tightening is the single most important factor in equity markets today. After the Great Financial Crisis in 2008, the continuous provision of easy money from the Fed via Quantitative Easing resulted in US equities surging. Actively managed ETFs and funds underperformed because everybody could be sure that at some point, the Fed will step in to save the day.The fundamental reasoning of the Fed policies was that lower interest rates would spur credit demand of businesses and consumers because of cheaper debt costs. However, after the financial crisis, there were fewer investment opportunities for companies worthwhile pursuing. Additionally, many consumers and businesses saw their collateral collapse and thus were unwilling to borrow until their balance sheets were repaired. This process takes time to unwind. Thus, the economy had a shortage of borrowers for 14 years, and the Fed couldn't address the problem by lowering the debt costs. QE did almost nothing to the real economy. But it propped up the collateral.Fundamentally, the last 40 years have been disinflationary. Central Banks around the world expanded the money supply because there was no downside to printing money, as inflation was low and stable. The resulting wealth effects of these policies were massive, and the gap between poor and rich widened.Data by YChartsThe disinflationary environment vanished during the last 1.5 years because of two reasons. Firstly, the interconnection of the expansive fiscal and monetary policy provided a possibility to print money and inject it into the real economy. Secondly, ongoing supply shortages of commodities due to lack of investment during the last decade increased the cost pressures of businesses and consumers, resulting in cost-push inflation. The cost-push inflation now threatens to translate into a price/wage spiral. The Fed was too expansive during the last 14 years without major effects on the real economy. In March 2020, liquidity provision got to absurd levels. No, as the previously printed money arrives in the real economy, the Fed is caught with its pants down. Inflation was always the downside to money printing. But its effects were delayed due to the fundamental shortage of borrowers and absent transmission systems to the real economy.The Fed wants a reverse Wealth EffectThe Fed cannot control the supply shortages which emerged due to missing investments - especially in the energy sector. So, the Fed will try to crack down on the demand side to retake control of the inflation rate. It can achieve the goal of reducing demand most effectively by Quantitative Tightening, which will have the reverse effect of Quantitative Easing: It will devalue the collateral. The Fed hopes for a reverse wealth effect. It wants stock prices to depreciate and hopes it doesn't break the credit market or crush the labor market in the medium term.Due to significant government debt, I believe the Fed will pivot in the future as the credit market gets distressed and inflation eases due to lower demand. But the turning point is still far away at this point. Long-only doesn't work anymore. I believe further downside is coming for global equities, especially the ones at the top of the food chain of all globally diversified ETFs - i.e., the companies with the biggest market capitalizations in the world: American Internet Companies. These are the companies that profited most from Quantitative Easing, and they will be the ones hurt most by Quantitative Tightening.Going long and short in this environment is key if investors want to retain their purchasing power. Gaining purchasing power will be difficult due to inflation, but pair trades offer lower risk because of reduced directional market exposure.Amazon and Alibaba as ProxyBoth Amazon and Alibaba operate mainly in the consumer discretionary segment. Admittedly, the net earnings of Amazon consist of huge contributions from the AWS segment, which is a completely different business with much stronger margins. In that regard, there is a substantial difference in the business models. The Cloud computing segment of Alibaba has just turned towards profitability, and Amazon is much further ahead. However, the revenues of both companies largely stem from E-commerce.More importantly, 60% of all net sales of Amazon are in North America, and 26% constitute international sales. The remaining 14% consists of the cloud segment. Conversely, 74% of the net sales of Alibaba are in China, while 7% constitute international sales. The remaining 19% are cloud and other sales.Why short Amazon?The ongoing Fed tightening cycle is designed to hurt consumer demand in America via the reverse wealth effect. The average consumer in America will spend their income first on consumer staples and then on consumer discretionary items. Because prices of consumer staples items have increased due to cost-push inflation and wages are not responding in a similar manner (yet), the portion left for consumer discretionary spending is reduced. Furthermore, the cost side of Amazon's business increases due to higher energy and shipping costs. Because consumers are unable to spend the same portion of their income on consumer discretionary items, Amazon does not have much pricing power. Therefore the margins of its main business will most likely compress.Currently, Amazon is still one of the biggest companies by market capitalization. The stock profited massively from Quantitative Easing and will be hurt by Quantitative Tightening to a similar degree, as explained above.Because of growth forecasts and ETF inflows, the stock is trading at a high valuation. The P/E (FWD) is currently at 114x. EV/EBITDA (FWD) stands at 16x, and the P/FCF (FWD) is at 17x. If the revenue growth of Amazon decreases further, the stocks could be revalued at a much lower multiple. Currently, Amazon is still expected to grow revenues in 2022 by ~$55 billion (or ~12%). Current EPS estimates point towards a rapid recovery in 2022. I don't believe that is likely to happen.Why long Alibaba?The Chinese macroeconomic environment is currently ahead of the American macroeconomic environment. The Chinese economy suffered a big drawdown due to the mandated lockdowns and COVID restrictions. The China Caixin Manufacturing PMIdroppedto a low of 46 in April and started to reverse in May. Both output and new orders in China fell at a softer rate amid further declines in both export orders and employment. It is likely that the Chinese economy is already through the worst of this economic downturn. From now onwards, consumer spending growth is poised to return to positive territory.Chinese policymakers still have room for accommodative fiscal and monetary policy as the inflation rates remain low. In May 2022, China cut the borrowing rate of the five-year loan prime rate (LPR) by 15 basis points to 4.45% to stimulate the housing market. The People's Bank of China kept the rate on its one-year medium-term lending facility (MLF) at 2.85%. The Chinese policymakers seem hesitant to stimulate the economy in an aggressive way because the Fed is tightening financial conditions at the same time. However, the monetary policy remains neutral in China.In 2021, Alibaba got hit by the Chinese regulatory tech crackdown. Alibaba had to pay a $2.8 billion fine for anti-monopoly violations. The company lost ~50% of its market cap during that time. Financial media and investment banks deemed Chinese Equities to be \"uninvestable\". However, recentlyJPMorganupgraded some Chinese stocks from neutral to overweight in 2022, and many others from underweight to neutral. Other investment banks followed. The Chinese regulators have signaled an easing of the tech crackdown. They have been aware of the VIE loophole for years and have not acted. It is not in China's interest to destroy offshore Chinese companies by challenging the existing VIEs. The VIE risk is now sufficiently priced in, as analysts had talked about it extensively and continue to do so. The worst for Alibaba seems to be over.Because of the selloff, Alibaba trades at significantly lower multiples. The P/E (FWD) is currently at 15x. EV/EBITDA (FWD) stands at 11x, and the P/FCF (FWD) is at 10x. Alibaba is expected to grow revenues in 2022 by only ~$4 billion (or 3%). Current EPS estimates expect stagnant earnings growth for the next four quarters. I believe Alibaba can surprise to the upside.The Charts speak for themselves Data by YChartsThe stock prices of Alibaba and Amazon have correlated strongly during the last few years. However, in late 2020 the stock of Alibaba erased all of its gains since its IPO and fell ~70%. I believe the gap will not widen but begin to close during the next 6-12 months.The TakeawaysRisks to the Pair TradeThe Chinese Crackdown on Internet companies could restart, and complications with Jack Ma and the Chinese Regulators could provide downside to the stock of Alibaba. I believe this risk has a low probability to materialize. If the crackdown continues, why would the Chinese regulators have an interest in signaling easing.The Fed could restart Quantitative Easing and therefore positively affect the market prices. I believe this is very unlikely to happen due to the inflationary pressures that the US is facing. I think at some point in the future a pivot is guaranteed. But I don't expect it in 2022 & early 2023. If the Fed starts to ease the monetary conditions, this pair trade will probably underperform massively.The Chinese recovery could take longer than expected, and Alibaba could have worse quarters ahead. I believe this is the greatest risk in this pair trade since Chinese regulators have taken the Zero-COVID strategy very seriously as opposed to most countries in the west. Recently, there have been partial lockdowns in Shanghai again due to fresh breakouts of the virus. However, sometime in the future, China will have to reopen, Amazon is affected by Chinese lockdowns too, and I believe much of the restrictive COVID policies are priced in.Closing ThoughtsEven with these risks in mind, I believe the downside of Amazon is much larger than the downside of Alibaba. The market expectations for revenue and earnings growth of Amazon in 2022 are not plausible with the current headwinds in mind. I believe Alibaba has a good chance of beating the forecasts, although this pair trade focuses more on the downside potential of both companies than the upside.","news_type":1,"symbols_score_info":{"BABA":0.9,"09988":0.9,"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":2926,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9005085595,"gmtCreate":1642121193032,"gmtModify":1676533683356,"author":{"id":"4094121442063350","authorId":"4094121442063350","name":"Landly","avatar":"https://static.tigerbbs.com/ce065c1af1c7d5cd069f3f1e42d324ad","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4094121442063350","idStr":"4094121442063350"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9005085595","repostId":"2203382791","repostType":4,"isVote":1,"tweetType":1,"viewCount":1230,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9001353735,"gmtCreate":1641174946543,"gmtModify":1676533579211,"author":{"id":"4094121442063350","authorId":"4094121442063350","name":"Landly","avatar":"https://static.tigerbbs.com/ce065c1af1c7d5cd069f3f1e42d324ad","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4094121442063350","idStr":"4094121442063350"},"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/9001353735","repostId":"2200544080","repostType":4,"isVote":1,"tweetType":1,"viewCount":1247,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}