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Kennytth
2022-12-10
Go with the flow
Top Calls on Wall Street: Apple, Tesla, Nvidia, Microsoft, Google, Netflix, Coinbase and More
Kennytth
2022-12-09
Ok
Tesla to Shorten Shanghai Shifts, Delay Hiring
Kennytth
2022-12-07
Thoughts for food
Nvidia: Hypergrowth Or Hardly Growth?
Kennytth
2022-11-30
Yippee
Apple Pay Is on Fire This Holiday Season
Kennytth
2022-11-28
Good
Tesla Stock Jumps 1.5% in Morning Trading
Kennytth
2022-11-27
Yup
Sorry, the original content has been removed
Kennytth
2022-11-25
[Speechless]
Amazon Workers Called to Strike Across Globe on Black Friday
Kennytth
2022-11-23
Ok
US STOCKS-Retailer, Energy Boost Helps Wall Street Rally
Kennytth
2022-11-23
Ok
US STOCKS-Retailer, Energy Boost Helps Wall Street Rally
Kennytth
2022-11-23
Hmmm
Sorry, the original content has been removed
Kennytth
2022-11-22
Buy buy buy
Sorry, the original content has been removed
Kennytth
2022-11-21
Good move
Disney's Iger May Have to Cut Costs As Streaming Loses Money
Kennytth
2022-11-21
Buy buy buy
Microsoft Stock: Almost A Buy
Kennytth
2022-11-20
[LOL]
SGX Weekly Review: Temasek-FTX, Warren Buffett’s Big Buy, and Singapore Bank Mortgage Rates
Kennytth
2022-11-18
Good
Sorry, the original content has been removed
Kennytth
2022-11-17
[Salute]
Singapore’s Sea Is Passing Through the Storm
Kennytth
2022-11-17
[Cool]
Grab Jumped 9.6% as Revenue More Than Doubles
Kennytth
2022-11-17
[Sad]
Top Calls on Wall Street: Micron, Qualcomm, Tencent Music and More
Kennytth
2022-11-17
[Facepalm]
EV Stocks Crashed in Morning Trading, with Arrival Slumping 9.75%
Kennytth
2022-11-15
Ok
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Go to Tiger App to see more news
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with the flow","listText":"Go with the flow","text":"Go with the flow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9929105377","repostId":"1148432063","repostType":2,"repost":{"id":"1148432063","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":1670599273,"share":"https://ttm.financial/m/news/1148432063?lang=en_US&edition=fundamental","pubTime":"2022-12-09 23:21","market":"us","language":"en","title":"Top Calls on Wall Street: Apple, Tesla, Nvidia, Microsoft, Google, Netflix, Coinbase and More","url":"https://stock-news.laohu8.com/highlight/detail?id=1148432063","media":"Tiger Newspress","summary":"Here are Friday’s biggest calls on Wall Street:Goldman Sachs names Microsoft a top 2023 pickGoldman ","content":"<html><head></head><body><p>Here are Friday’s biggest calls on Wall Street:</p><h2>Goldman Sachs names Microsoft a top 2023 pick</h2><p>Goldman said Microsoft is a top defensive stock in a downturn.</p><blockquote>“Based on GS Macro’s call for a soft landing and our research, we highlight a group of defensive stocks for a downturn.”</blockquote><h2>Goldman Sachs upgrades Jazz Pharmaceuticals to buy from neutral</h2><p>Goldman said it sees “multiple upside levers” for the pharmaceutical company.</p><blockquote>“We are upgrading JAZZ from Neutral to Buy given our positive outlook on operating margin performance and the potential for multiple upside levers.”</blockquote><h2>Cowen names Costco a top 2023 pick</h2><p>Cowen said Costco is well positioned in a deteriorating macro environment.</p><blockquote>“COST is well positioned in an inflationary environment as higher income households & existing customers seek bargains.”</blockquote><h2>Cowen names Caterpillar a top 2023 pick</h2><p>Cowen said the company is well positioned heading into 2023.</p><blockquote>“We’ve long held that this cycle’s peak will come in 2024 or later for CAT.We think the Street is just starting to warm up to this view.”</blockquote><h2>Cowen names Analog Devices a top 2023 pick</h2><p>Cowen said it sees an “upside in a favorable backdrop” for the semiconductor manufacturer.</p><blockquote>“We believe ADI presents one of the best and cleanest capital return stories in semis.”</blockquote><h2>Cowen names Workday a top 2023 pick</h2><p>Cowen said it sees “compelling growth” for Workday heading into 2023.</p><blockquote>“We name WDAY our Best Idea for 2023. Our checks continue to suggest strong durability in Back Office spending.”</blockquote><h2>Mizuho downgrades Coinbase to underperform from neutral</h2><p>Mizuho said consensus around the crypto exchange is too optimistic.</p><blockquote>“We expect depressed crypto volumes in 2023-24.”</blockquote><h2>Wells Fargo upgrades Netflix to overweight from equal weight</h2><p>Wells said in its upgrade of Netflix that it sees a “positive catalyst path in 2023, led by lower churn and stable subs.”</p><blockquote>“We think the pull-forward from COVID is now mostly digested, with global connectivity still providing a long-term tailwind of ~+8mm net adds annually.”</blockquote><h2>Raymond James initiates SLB as outperform and Halliburton as strong buy</h2><p>Raymond James initiated several oil field stocks and said it sees a “strong macro backdrop.”</p><blockquote>“After a couple year hiatus, Raymond James is relaunching coverage of the oilfield services sector, focusing on some of the leaders in their respective subsectors: Halliburton Company (HAL), NexTier Oilfield Solutions Inc. (NEX), and Patterson-UTI Energy, Inc. (PTEN) at Strong Buy, along with Arch rock, Inc. (AROC), NOV, Inc. (NOV), and Schlumberger Limited (SLB)at Outperform.”</blockquote><h2>Cowen names Netflix a top 2023 pick</h2><p>Cowen said it sees free-cash flow ramping up for Netflix in 2023.</p><blockquote>“The key drivers for NFLX’s shares in ’23 are (i) New monetization levers, including the new lower price ad tier (which could drive accelerating net member adds) and the paid sharing solution launching globally in ’23; (ii) Revenue re-accelerating in 2H23.”</blockquote><h2>Piper Sandler reiterates Tesla as overweight</h2><p>Piper said Tesla production cuts may be necessary if China sales slow, but that’s it’s sticking with its overweight rating on the stock.</p><blockquote>“Overnight, the China Passenger Car Association (CPCA) released data regarding vehicle sales in November. Retail sales fell by 9.5% vs. 2021, but notably, sales have now fallen sequentially for two straight months. This is the first time since 2008 that China’s car market has declined m/m in both October and November, which are two of the seasonally strongest months in the year.”</blockquote><h2>William Blair names Alphabet as a top 2023 pick</h2><p>William Blair named Alphabet as a top idea for 2023 and said it sees strength in advertising budgets.</p><blockquote>“As noted in our digital ad report search advertising spending continued through the Great Financial Crisis. U.S. search spending has grown every year since 2000, while increasing nearly 17% on average per year from 2007 to 2021.”</blockquote><h2>Morgan Stanley reiterates Apple as overweight</h2><p>Morgan Stanley said investors should take advantage of any weakness and buy the dip in shares of Apple.</p><blockquote>“Net, while we understand why investors are focused on units price and the Dec Q disruption, we believe any stock dislocation on the back of supply-related disruptions presents an opportunity to own one of the highest quality tech platforms featuring a first-rate management team and consistent execution that is trading in-line with its trailing 5 year average P/E.”</blockquote><h2>JPMorgan names Nvidia and Marvel as top 2023 picks</h2><p>JPMorgan named several semi stocks such as Nvidia and Marvel as top ideas for 2023, noting the bad news is already priced in.</p><blockquote>“At this point, we believe estimates have now been sufficiently de-risked after the 2nd/3rd round of estimate cuts following the October earnings season and stocks have now stopped reacting negatively to bad news/earnings as the market looks through CY23 and starts to discount a better CY24 demand environment.”</blockquote><h2>Morgan Stanley upgrades Vale to overweight from equal weight</h2><p>Morgan Stanley said in its upgrade of the mining company that it sees a “cocktail” of positive catalysts forVale.</p><blockquote>“Our move is based on iron ore price momentum into 1H23, supported by reduced supply, China exiting its COVID-zero policy, and positive property market policies in the country.”</blockquote><h2>Jefferies downgrades MetLife to hold from buy</h2><p>Jefferies says shares of MetLife are too “crowded” heading into 2023.</p><blockquote>“To us, 2022 will be a tough act to follow for life stocks. We don’t see YTD tailwinds from rising interest rates, lower COVID mortality and low credit losses as drivers of P/E expansion in 2023, yet see some recessionary risks.”</blockquote><h2>Morgan Stanley downgrades NRG Energy to equal weight from overweight</h2><p>Morgan Stanley said it sees a challenging backdrop for the nuclear energy company.</p><blockquote>“NRG’s announced acquisition of VVNT brings a new more challenging business, more debt and limited FCF initially.”</blockquote><h2>JPMorgan names Live Nation a top 2023 pick</h2><p>JPMorgan said it sees “multiple organic growth drivers” heading into 2023 for the concert company.</p><blockquote>“Concerts remain a supply driven market, and supply for 2023 looks strong. Conversations with promoters indicate breadth of offerings, including acts that couldn’t or didn’t want to tour in pandemic-impacted 2022.LYV indicators (event-deferred + ticket sales) tracking well.”</blockquote><h2>Loop reiterates McDonald’s as buy</h2><p>Loop said the rollout of McDonald’s Better Burger should bring significant upside.</p><blockquote>“Our franchisee contacts expect ‘Better Burger’ to be the next big thing for McDonald’s in the U.S. next year.”</blockquote><h2>Deutsche Bank names Las Vegas Sands and Wynn Resorts top 2023 picks</h2><p>Deutsche named several casino stocks as top picks for next year and said it sees a “profitable growth environment.”</p><blockquote>“We believe WYNN and LVS represent the best opportunities for pure broader equity market alpha within gaming for 2023, given the profitable growth environment that should emerge as China reopens and demand returns to Macau.”</blockquote><h2>Argus downgrades Beyond Meat to sell from hold</h2><p>Argus said in its downgrade of the stock that demand continues to fall.</p><blockquote>“Demand for Beyond Meat’splant-based protein has fallen amid weaker economic conditions, and many customers are trading down to cheaper alternatives.”</blockquote><h2>Needham downgrades Carvana to hold from buy</h2><p>Needham said it sees no signs of a turnaround for the stock.</p><blockquote>“It’s possible the market is implying a near-term bankruptcy filing given the 25% decline in CVNA shares over the past two days (versus a 1% increase in the S&P 500) despite the company’s potential sources of cash.”</blockquote><h2>Bank of America upgrades Credit Suisse to buy from neutral</h2><p>Bank of America said in its downgrade of the global investment bank that the worst appears to be behind it.</p><blockquote>“We see the rebuild of Credit Suisse(CS) taking time: the outflows in October and early November were a setback to the recovery plan, we think.”</blockquote><h2>Morgan Stanley reiterates Lululemon as overweight</h2><p>Morgan Stanley said the company’s fundamentals remain strong after its earnings report on Thursday.</p><blockquote>“LULU’s $2.00 3Q EPS came in ~1% ahead of Street expectations & above the high-end of guidance, making for its 10th consecutive quarter surpassing consensus estimates.”</blockquote></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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Our checks continue to suggest strong durability in Back Office spending.”</blockquote><h2>Mizuho downgrades Coinbase to underperform from neutral</h2><p>Mizuho said consensus around the crypto exchange is too optimistic.</p><blockquote>“We expect depressed crypto volumes in 2023-24.”</blockquote><h2>Wells Fargo upgrades Netflix to overweight from equal weight</h2><p>Wells said in its upgrade of Netflix that it sees a “positive catalyst path in 2023, led by lower churn and stable subs.”</p><blockquote>“We think the pull-forward from COVID is now mostly digested, with global connectivity still providing a long-term tailwind of ~+8mm net adds annually.”</blockquote><h2>Raymond James initiates SLB as outperform and Halliburton as strong buy</h2><p>Raymond James initiated several oil field stocks and said it sees a “strong macro backdrop.”</p><blockquote>“After a couple year hiatus, Raymond James is relaunching coverage of the oilfield services sector, focusing on some of the leaders in their respective subsectors: Halliburton Company (HAL), NexTier Oilfield Solutions Inc. (NEX), and Patterson-UTI Energy, Inc. (PTEN) at Strong Buy, along with Arch rock, Inc. (AROC), NOV, Inc. (NOV), and Schlumberger Limited (SLB)at Outperform.”</blockquote><h2>Cowen names Netflix a top 2023 pick</h2><p>Cowen said it sees free-cash flow ramping up for Netflix in 2023.</p><blockquote>“The key drivers for NFLX’s shares in ’23 are (i) New monetization levers, including the new lower price ad tier (which could drive accelerating net member adds) and the paid sharing solution launching globally in ’23; (ii) Revenue re-accelerating in 2H23.”</blockquote><h2>Piper Sandler reiterates Tesla as overweight</h2><p>Piper said Tesla production cuts may be necessary if China sales slow, but that’s it’s sticking with its overweight rating on the stock.</p><blockquote>“Overnight, the China Passenger Car Association (CPCA) released data regarding vehicle sales in November. Retail sales fell by 9.5% vs. 2021, but notably, sales have now fallen sequentially for two straight months. This is the first time since 2008 that China’s car market has declined m/m in both October and November, which are two of the seasonally strongest months in the year.”</blockquote><h2>William Blair names Alphabet as a top 2023 pick</h2><p>William Blair named Alphabet as a top idea for 2023 and said it sees strength in advertising budgets.</p><blockquote>“As noted in our digital ad report search advertising spending continued through the Great Financial Crisis. U.S. search spending has grown every year since 2000, while increasing nearly 17% on average per year from 2007 to 2021.”</blockquote><h2>Morgan Stanley reiterates Apple as overweight</h2><p>Morgan Stanley said investors should take advantage of any weakness and buy the dip in shares of Apple.</p><blockquote>“Net, while we understand why investors are focused on units price and the Dec Q disruption, we believe any stock dislocation on the back of supply-related disruptions presents an opportunity to own one of the highest quality tech platforms featuring a first-rate management team and consistent execution that is trading in-line with its trailing 5 year average P/E.”</blockquote><h2>JPMorgan names Nvidia and Marvel as top 2023 picks</h2><p>JPMorgan named several semi stocks such as Nvidia and Marvel as top ideas for 2023, noting the bad news is already priced in.</p><blockquote>“At this point, we believe estimates have now been sufficiently de-risked after the 2nd/3rd round of estimate cuts following the October earnings season and stocks have now stopped reacting negatively to bad news/earnings as the market looks through CY23 and starts to discount a better CY24 demand environment.”</blockquote><h2>Morgan Stanley upgrades Vale to overweight from equal weight</h2><p>Morgan Stanley said in its upgrade of the mining company that it sees a “cocktail” of positive catalysts forVale.</p><blockquote>“Our move is based on iron ore price momentum into 1H23, supported by reduced supply, China exiting its COVID-zero policy, and positive property market policies in the country.”</blockquote><h2>Jefferies downgrades MetLife to hold from buy</h2><p>Jefferies says shares of MetLife are too “crowded” heading into 2023.</p><blockquote>“To us, 2022 will be a tough act to follow for life stocks. We don’t see YTD tailwinds from rising interest rates, lower COVID mortality and low credit losses as drivers of P/E expansion in 2023, yet see some recessionary risks.”</blockquote><h2>Morgan Stanley downgrades NRG Energy to equal weight from overweight</h2><p>Morgan Stanley said it sees a challenging backdrop for the nuclear energy company.</p><blockquote>“NRG’s announced acquisition of VVNT brings a new more challenging business, more debt and limited FCF initially.”</blockquote><h2>JPMorgan names Live Nation a top 2023 pick</h2><p>JPMorgan said it sees “multiple organic growth drivers” heading into 2023 for the concert company.</p><blockquote>“Concerts remain a supply driven market, and supply for 2023 looks strong. Conversations with promoters indicate breadth of offerings, including acts that couldn’t or didn’t want to tour in pandemic-impacted 2022.LYV indicators (event-deferred + ticket sales) tracking well.”</blockquote><h2>Loop reiterates McDonald’s as buy</h2><p>Loop said the rollout of McDonald’s Better Burger should bring significant upside.</p><blockquote>“Our franchisee contacts expect ‘Better Burger’ to be the next big thing for McDonald’s in the U.S. next year.”</blockquote><h2>Deutsche Bank names Las Vegas Sands and Wynn Resorts top 2023 picks</h2><p>Deutsche named several casino stocks as top picks for next year and said it sees a “profitable growth environment.”</p><blockquote>“We believe WYNN and LVS represent the best opportunities for pure broader equity market alpha within gaming for 2023, given the profitable growth environment that should emerge as China reopens and demand returns to Macau.”</blockquote><h2>Argus downgrades Beyond Meat to sell from hold</h2><p>Argus said in its downgrade of the stock that demand continues to fall.</p><blockquote>“Demand for Beyond Meat’splant-based protein has fallen amid weaker economic conditions, and many customers are trading down to cheaper alternatives.”</blockquote><h2>Needham downgrades Carvana to hold from buy</h2><p>Needham said it sees no signs of a turnaround for the stock.</p><blockquote>“It’s possible the market is implying a near-term bankruptcy filing given the 25% decline in CVNA shares over the past two days (versus a 1% increase in the S&P 500) despite the company’s potential sources of cash.”</blockquote><h2>Bank of America upgrades Credit Suisse to buy from neutral</h2><p>Bank of America said in its downgrade of the global investment bank that the worst appears to be behind it.</p><blockquote>“We see the rebuild of Credit Suisse(CS) taking time: the outflows in October and early November were a setback to the recovery plan, we think.”</blockquote><h2>Morgan Stanley reiterates Lululemon as overweight</h2><p>Morgan Stanley said the company’s fundamentals remain strong after its earnings report on Thursday.</p><blockquote>“LULU’s $2.00 3Q EPS came in ~1% ahead of Street expectations & above the high-end of guidance, making for its 10th consecutive quarter surpassing consensus estimates.”</blockquote></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NRG":"NRG能源","SLB":"斯伦贝谢","TSLA":"特斯拉","GOOG":"谷歌","AAPL":"苹果","MSFT":"微软","MCD":"麦当劳","WYNN":"永利度假村","GOOGL":"谷歌A","LVS":"金沙集团","LULU":"lululemon athletica","CVNA":"Carvana Co.","HAL":"哈里伯顿","VALE":"淡水河谷","WDAY":"Workday","MET":"大都会人寿","JAZZ":"爵士制药","ADI":"亚德诺","CAT":"卡特彼勒","BYND":"Beyond Meat, Inc.","NVDA":"英伟达","COST":"好市多","COIN":"Coinbase Global, Inc.","MRVL":"迈威尔科技","NFLX":"奈飞","LYV":"Live Nation Entertainment"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148432063","content_text":"Here are Friday’s biggest calls on Wall Street:Goldman Sachs names Microsoft a top 2023 pickGoldman said Microsoft is a top defensive stock in a downturn.“Based on GS Macro’s call for a soft landing and our research, we highlight a group of defensive stocks for a downturn.”Goldman Sachs upgrades Jazz Pharmaceuticals to buy from neutralGoldman said it sees “multiple upside levers” for the pharmaceutical company.“We are upgrading JAZZ from Neutral to Buy given our positive outlook on operating margin performance and the potential for multiple upside levers.”Cowen names Costco a top 2023 pickCowen said Costco is well positioned in a deteriorating macro environment.“COST is well positioned in an inflationary environment as higher income households & existing customers seek bargains.”Cowen names Caterpillar a top 2023 pickCowen said the company is well positioned heading into 2023.“We’ve long held that this cycle’s peak will come in 2024 or later for CAT.We think the Street is just starting to warm up to this view.”Cowen names Analog Devices a top 2023 pickCowen said it sees an “upside in a favorable backdrop” for the semiconductor manufacturer.“We believe ADI presents one of the best and cleanest capital return stories in semis.”Cowen names Workday a top 2023 pickCowen said it sees “compelling growth” for Workday heading into 2023.“We name WDAY our Best Idea for 2023. Our checks continue to suggest strong durability in Back Office spending.”Mizuho downgrades Coinbase to underperform from neutralMizuho said consensus around the crypto exchange is too optimistic.“We expect depressed crypto volumes in 2023-24.”Wells Fargo upgrades Netflix to overweight from equal weightWells said in its upgrade of Netflix that it sees a “positive catalyst path in 2023, led by lower churn and stable subs.”“We think the pull-forward from COVID is now mostly digested, with global connectivity still providing a long-term tailwind of ~+8mm net adds annually.”Raymond James initiates SLB as outperform and Halliburton as strong buyRaymond James initiated several oil field stocks and said it sees a “strong macro backdrop.”“After a couple year hiatus, Raymond James is relaunching coverage of the oilfield services sector, focusing on some of the leaders in their respective subsectors: Halliburton Company (HAL), NexTier Oilfield Solutions Inc. (NEX), and Patterson-UTI Energy, Inc. (PTEN) at Strong Buy, along with Arch rock, Inc. (AROC), NOV, Inc. (NOV), and Schlumberger Limited (SLB)at Outperform.”Cowen names Netflix a top 2023 pickCowen said it sees free-cash flow ramping up for Netflix in 2023.“The key drivers for NFLX’s shares in ’23 are (i) New monetization levers, including the new lower price ad tier (which could drive accelerating net member adds) and the paid sharing solution launching globally in ’23; (ii) Revenue re-accelerating in 2H23.”Piper Sandler reiterates Tesla as overweightPiper said Tesla production cuts may be necessary if China sales slow, but that’s it’s sticking with its overweight rating on the stock.“Overnight, the China Passenger Car Association (CPCA) released data regarding vehicle sales in November. Retail sales fell by 9.5% vs. 2021, but notably, sales have now fallen sequentially for two straight months. This is the first time since 2008 that China’s car market has declined m/m in both October and November, which are two of the seasonally strongest months in the year.”William Blair names Alphabet as a top 2023 pickWilliam Blair named Alphabet as a top idea for 2023 and said it sees strength in advertising budgets.“As noted in our digital ad report search advertising spending continued through the Great Financial Crisis. U.S. search spending has grown every year since 2000, while increasing nearly 17% on average per year from 2007 to 2021.”Morgan Stanley reiterates Apple as overweightMorgan Stanley said investors should take advantage of any weakness and buy the dip in shares of Apple.“Net, while we understand why investors are focused on units price and the Dec Q disruption, we believe any stock dislocation on the back of supply-related disruptions presents an opportunity to own one of the highest quality tech platforms featuring a first-rate management team and consistent execution that is trading in-line with its trailing 5 year average P/E.”JPMorgan names Nvidia and Marvel as top 2023 picksJPMorgan named several semi stocks such as Nvidia and Marvel as top ideas for 2023, noting the bad news is already priced in.“At this point, we believe estimates have now been sufficiently de-risked after the 2nd/3rd round of estimate cuts following the October earnings season and stocks have now stopped reacting negatively to bad news/earnings as the market looks through CY23 and starts to discount a better CY24 demand environment.”Morgan Stanley upgrades Vale to overweight from equal weightMorgan Stanley said in its upgrade of the mining company that it sees a “cocktail” of positive catalysts forVale.“Our move is based on iron ore price momentum into 1H23, supported by reduced supply, China exiting its COVID-zero policy, and positive property market policies in the country.”Jefferies downgrades MetLife to hold from buyJefferies says shares of MetLife are too “crowded” heading into 2023.“To us, 2022 will be a tough act to follow for life stocks. We don’t see YTD tailwinds from rising interest rates, lower COVID mortality and low credit losses as drivers of P/E expansion in 2023, yet see some recessionary risks.”Morgan Stanley downgrades NRG Energy to equal weight from overweightMorgan Stanley said it sees a challenging backdrop for the nuclear energy company.“NRG’s announced acquisition of VVNT brings a new more challenging business, more debt and limited FCF initially.”JPMorgan names Live Nation a top 2023 pickJPMorgan said it sees “multiple organic growth drivers” heading into 2023 for the concert company.“Concerts remain a supply driven market, and supply for 2023 looks strong. Conversations with promoters indicate breadth of offerings, including acts that couldn’t or didn’t want to tour in pandemic-impacted 2022.LYV indicators (event-deferred + ticket sales) tracking well.”Loop reiterates McDonald’s as buyLoop said the rollout of McDonald’s Better Burger should bring significant upside.“Our franchisee contacts expect ‘Better Burger’ to be the next big thing for McDonald’s in the U.S. next year.”Deutsche Bank names Las Vegas Sands and Wynn Resorts top 2023 picksDeutsche named several casino stocks as top picks for next year and said it sees a “profitable growth environment.”“We believe WYNN and LVS represent the best opportunities for pure broader equity market alpha within gaming for 2023, given the profitable growth environment that should emerge as China reopens and demand returns to Macau.”Argus downgrades Beyond Meat to sell from holdArgus said in its downgrade of the stock that demand continues to fall.“Demand for Beyond Meat’splant-based protein has fallen amid weaker economic conditions, and many customers are trading down to cheaper alternatives.”Needham downgrades Carvana to hold from buyNeedham said it sees no signs of a turnaround for the stock.“It’s possible the market is implying a near-term bankruptcy filing given the 25% decline in CVNA shares over the past two days (versus a 1% increase in the S&P 500) despite the company’s potential sources of cash.”Bank of America upgrades Credit Suisse to buy from neutralBank of America said in its downgrade of the global investment bank that the worst appears to be behind it.“We see the rebuild of Credit Suisse(CS) taking time: the outflows in October and early November were a setback to the recovery plan, we think.”Morgan Stanley reiterates Lululemon as overweightMorgan Stanley said the company’s fundamentals remain strong after its earnings report on Thursday.“LULU’s $2.00 3Q EPS came in ~1% ahead of Street expectations & above the high-end of guidance, making for its 10th consecutive quarter surpassing consensus estimates.”","news_type":1,"symbols_score_info":{"NRG":0.9,"TSLA":0.9,"MRVL":0.9,"HAL":0.9,"AAPL":0.9,"MSFT":0.9,"MCD":0.9,"BYND":0.9,"NVDA":0.9,"ADI":0.9,"LULU":0.9,"SLB":0.9,"WDAY":0.9,"LVS":0.9,"MET":0.9,"CVNA":0.9,"NFLX":0.9,"WYNN":0.9,"JAZZ":0.9,"VALE":0.9,"GOOG":0.9,"CAT":0.9,"COIN":0.9,"COST":0.9,"GOOGL":0.9,"CS":0.9,"LYV":0.9}},"isVote":1,"tweetType":1,"viewCount":3834,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9920557887,"gmtCreate":1670530969349,"gmtModify":1676538386013,"author":{"id":"4097757798233570","authorId":"4097757798233570","name":"Kennytth","avatar":"https://community-static.tradeup.com/news/9f6ba6d4a11e73c06f36cadd5a4473cb","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4097757798233570","idStr":"4097757798233570"},"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/9920557887","repostId":"2289041091","repostType":2,"repost":{"id":"2289041091","kind":"highlight","pubTimestamp":1670501363,"share":"https://ttm.financial/m/news/2289041091?lang=en_US&edition=fundamental","pubTime":"2022-12-08 20:09","market":"us","language":"en","title":"Tesla to Shorten Shanghai Shifts, Delay Hiring","url":"https://stock-news.laohu8.com/highlight/detail?id=2289041091","media":"Reuters","summary":"Tesla Inc will shorten shift hours at its Shanghai factory and has delayed on-boarding of new staff at its most productive plant, according to a report by Bloomberg News, sending shares down about 2% on Thursday.The factory in China will shorten shifts by about two hours as early as Monday, the report added, citing sources familiar with the matter.Tesla's Shanghai plant is grappling with elevated inventory levels amid slowing demand in China's auto market.Still, the plant recorded highest monthl","content":"<html><head></head><body><p>Tesla Inc will shorten shift hours at its Shanghai factory and has delayed on-boarding of new staff at its most productive plant, according to a report by Bloomberg News, sending shares down about 2% on Thursday.</p><p>The factory in China will shorten shifts by about two hours as early as Monday, the report added, citing sources familiar with the matter.</p><p>Tesla's Shanghai plant is grappling with elevated inventory levels amid slowing demand in China's auto market.</p><p>Still, the plant recorded highest monthly sales of more than 100,000 cars in November.</p><p>The EV maker did not immediately respond to a Reuters request for comment.</p><p>($1 = 6.9735 Chinese yuan)</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>Tesla to Shorten Shanghai Shifts, Delay Hiring</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; 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla to Shorten Shanghai Shifts, Delay Hiring\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-08 20:09 GMT+8 <a href=https://finance.yahoo.com/news/1-tesla-shorten-shanghai-shifts-114524044.html><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla Inc will shorten shift hours at its Shanghai factory and has delayed on-boarding of new staff at its most productive plant, according to a report by Bloomberg News, sending shares down about 2% ...</p>\n\n<a href=\"https://finance.yahoo.com/news/1-tesla-shorten-shanghai-shifts-114524044.html\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://finance.yahoo.com/news/1-tesla-shorten-shanghai-shifts-114524044.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2289041091","content_text":"Tesla Inc will shorten shift hours at its Shanghai factory and has delayed on-boarding of new staff at its most productive plant, according to a report by Bloomberg News, sending shares down about 2% on Thursday.The factory in China will shorten shifts by about two hours as early as Monday, the report added, citing sources familiar with the matter.Tesla's Shanghai plant is grappling with elevated inventory levels amid slowing demand in China's auto market.Still, the plant recorded highest monthly sales of more than 100,000 cars in November.The EV maker did not immediately respond to a Reuters request for comment.($1 = 6.9735 Chinese yuan)","news_type":1,"symbols_score_info":{"TSLA":1}},"isVote":1,"tweetType":1,"viewCount":2955,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9967429713,"gmtCreate":1670371723932,"gmtModify":1676538353485,"author":{"id":"4097757798233570","authorId":"4097757798233570","name":"Kennytth","avatar":"https://community-static.tradeup.com/news/9f6ba6d4a11e73c06f36cadd5a4473cb","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4097757798233570","idStr":"4097757798233570"},"themes":[],"htmlText":"Thoughts for food","listText":"Thoughts for food","text":"Thoughts for food","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9967429713","repostId":"1108754337","repostType":2,"repost":{"id":"1108754337","kind":"news","pubTimestamp":1670296975,"share":"https://ttm.financial/m/news/1108754337?lang=en_US&edition=fundamental","pubTime":"2022-12-06 11:22","market":"us","language":"en","title":"Nvidia: Hypergrowth Or Hardly Growth?","url":"https://stock-news.laohu8.com/highlight/detail?id=1108754337","media":"Seeking Alpha","summary":"SummaryNvidia shares trade at a nosebleed valuation of 156 times annualized Q3 GAAP earnings (and 73","content":"<html><head></head><body><h3>Summary</h3><ul><li>Nvidia shares trade at a nosebleed valuation of 156 times annualized Q3 GAAP earnings (and 73 times annualized Q3 non-GAAP earnings).</li><li>Enormous growth is necessary to justify such eye watering multiples.</li><li>We examine the bull narrative of hypergrowth and see if expectation matches reality. The results might surprise you!</li></ul><p><a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>’s earnings and revenues have fallen off a cliff, as it became evident that huge portions of their sales were due to Ethereum mining demand that has permanently gone away. Despite the negative growth, the stock is currently trading at around 156 times annualized Q3 GAAP earnings (and 73 times annualized Q3 non-GAAP earnings). Earnings multiples are even higher for the last 6 months earnings. These kind of lofty multiples are generally warranted only for firms with enormous growth.</p><p>The narrative of “hypergrowth” has been prevalent among NVDA bulls in recent years. But is that a theme that fits with the evidence? Now that we see what’s left after Ethereum (ETH-USD) demand vaporized, we can see how much organic growth the company has actually experienced.</p><p>Let’s look at the last 5 years of earnings data, starting with Q3 FY2018, and going through the most recent announced quarter of Q3 FY2023.</p><h3><img src=\"https://static.tigerbbs.com/b58f7dd4e8027089e4d09dad641f9887\" tg-width=\"640\" tg-height=\"372\" width=\"100%\" height=\"auto\"/>Gaming and Professional Visualization</h3><p>Over the last 5 years there has been approximately no growth in the Gaming and Professional Visualization segments! Sales in Q3 were actually down slightly (from $1.800B to $1.774B) in the combined segments from 5 years ago! The big bubble in between appears to be from Ethereum mining demand, which appears to have inflated both segments dramatically. The fact of no growth in 5 years is remarkable given the heavy narrative for years from management about both gaming demand and professional visualization and omniverse being strong and growing quickly. And even more remarkable given how much the ASPs have grown for gaming GPUs. As EnerTuition recently pointed out, the top 3 Turing SKUs RTX2080Ti/2080/2070 launched at $999/$699/$499, respectively. The top 3 Ampere SKUs RTX3090Ti/3090/3080Ti launched at $1999/$1499/$1199, respectively. Normally rising ASPs in a growing business should lead to sustainably rising revenues.</p><p>It’s possible that the recent Q3 FY23 Gaming and Pro Visualization revenues are at a temporary low, suppressed by the enormous amount of inventory that NVDA previously stuffed into the channel (that the market thought were real sales to gamers). But it’s not clear if there is sustainable demand, even above the higher reported Q2 level of sales around $2B for Gaming. Even that figure is suspect given that the crypto demand bubble hadn’t yet ended during the start of Q2, so Q2 may contain a lot of crypto sales.</p><p>During the Q2 call, management told analysts that they expected around $5B in Gaming sell-through between Q2 and Q3 combined. Then a few weeks later management added the caveat that there would be “seasonality” in that estimate, indicating that it would be incorrect to assume $2.5B per quarter as a run rate. And then on the Q3 call, an analyst asked if the $2.5B per quarter estimate actually proved to be correct, and management did not answer the question. Instead they offered that Q3 sell-through (which included the launch of the highly anticipated 4090, which should have boosted sales considerably) was “relatively solid”.</p><p>Bulls may believe the $2.5B Gaming sell-through rate, even though management declined to actually confirm that the figure is correct. Let’s be generous and assume that it is correct, even though I am personally skeptical that it’s true. So once the inventory is cleaned out, and if sales rebound in H2 FY 2024 to the $2.5 billion level management estimated, then growth over 6 years for the Gaming segment would only be 8% CAGR.</p><p>The market saw a crypto mining bubble and confused it for organic growth.</p><h3>Auto, OEM, and Other</h3><p>Over the last 5 years there has been approximately no meaningful growth in the Auto, OEM, and Other segments. The combined segments are actually down (from $335M to $324M) in the last 5-year comparison. Management is endlessly hyping up their potential in these areas, but no actual meaningful results have been seen in the last 5 years.</p><h3>Data Center</h3><p>The lone source of growth for the firm the past 5 years has been the Data Center. But the true organic growth is obscured by the acquisition of Mellanox, which appears to contribute about $1.5B per quarter (per CEO remarks on Q3 call) at this point in time—or almost half of the entire growth in the segment.</p><p>After subtracting out the estimated Mellanox contribution, the organic datacenter growth appears to be around 34% CAGR over the last 5 years. In the last 12 months, the entire Data Center line, including the Mellanox contribution, grew 30%. This is very healthy growth.</p><p>But with such a high multiple on the stock, what are the prospects for the business looking forward?</p><p>The company faces significant headwinds here as AMD and Amazon and Google have introduced competing products (and Amazon and Google can push those alternatives heavily in their cloud services and for internal workloads). AMD’s next generation DC GPUs, set to launch in the coming quarters, may be a very formidable threat. With 80+% GPU market share in the cloud, Nvidia losing a lot of share is much more likely than gaining a lot of share. Nvidia will have to rely on expanded overall spending in the sector to help them tread water while losing market share.</p><p>But that hope is looking shaky at the current time. We are seeing signals from many sources that growth in datacenter spending in the economy is slowing. Additionally, startups that were flush with cash and spending lavishly may cut back their spending in the current fiscal environment.</p><p>We also have Nvidia management admitting that they had to take multi-hundred million dollar charges in each of the last two quarters for a reduced demand outlook in the Data Center segment. Management stated on the Q3 call that these lowered expectations of demand in the Data Center are looking several quarters out. We also can observe that the Data Center line has been roughly flat the last two quarters. Given the many headwinds, including management’s own outlook, the success of this line item may be tough to repeat going forward.</p><h3>Total Picture</h3><p>Over the last 5 years, excluding the Mellanox acquisition contribution, the organic business grew by an 11% CAGR. This is nice growth, but hardly in line with an eye-watering non-GAAP 73 multiple on declining earnings.</p><p>In comparison, peer company Advanced Micro Devices (AMD) grew at a 41% CAGR the last 2 years (27% CAGR after subtracting the Xilinx acquisition contribution), with strong growth in the datacenter, and is trading at only 21 times 2022 estimates.</p><p>The Nvidia hypergrowth narrative appears to have taken over the market. But it’s simply not consistent with the facts. I suspect that the earnings multiple will fall over time as the market comes to realize what the firm’s real prospects are.</p><p>Investors seeking datacenter growth may prefer AMD’s much cheaper earnings multiple, despite what I view as AMD’s much stronger growth prospects. A pair trade of long AMD, and short NVDA may also be a good trade to take advantage of AMD’s significant undervaluation and NVDA’s gigantic overvaluation, while hedging out macro effects, and giving time for the market to assign more appropriate multiples.</p><h3>Considerations</h3><p>Shorting NVDA is not without risk. The stock has a cult following and has traded at very high multiples for years, including in the triple digits several times in the past couple years. Just because the stock's valuation is egregious and doesn't make sense doesn't mean that it can't get even higher. There are many NVDA fans, analysts, and portfolio managers who have deeply bought into the hypergrowth hype. It will take time to have those beliefs give way in favor of reality.</p><p>Valuation shorts are often tricky. An investor must rely on the market eventually realizing that a company's prospects are not so rosy as previously believed, and that investment dollars would be better deployed elsewhere. Without an impending catalyst (e.g. when shorting a firm on the verge of bankruptcy), valuation shorts often rely on the passage of time. And the market can remain irrational longer than you can remain solvent, as the old saw goes. NVDA is a good company and is not going to face an insolvency crisis anytime soon. An NVDA short may need to wait a long time for the market to come around.</p><p>In my case, I am betting that the undervaluation of AMD and the overvaluation of NVDA will both eventually correct, perhaps in the coming quarters/years. That lets me be patient, while the pair trade hedges out macro and sector fluctuations. And if the market sentiment shifts meaningfully to drive NVDA to even more egregiously high valuations, it's likely that same sentiment will elevate AMD as well.</p><p>Pair trades often involve similar dollar amounts of the long and short positions. In my case, I have a pair trade with similar dollar amounts of AMD long and NVDA short. But I also have a much, much larger AMD long position outside of the pair trade.</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>Nvidia: Hypergrowth Or Hardly Growth?</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\">\nNvidia: Hypergrowth Or Hardly Growth?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-06 11:22 GMT+8 <a href=https://seekingalpha.com/article/4562472-nvidia-hypergrowth-or-hardly-growth><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryNvidia shares trade at a nosebleed valuation of 156 times annualized Q3 GAAP earnings (and 73 times annualized Q3 non-GAAP earnings).Enormous growth is necessary to justify such eye watering ...</p>\n\n<a href=\"https://seekingalpha.com/article/4562472-nvidia-hypergrowth-or-hardly-growth\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4562472-nvidia-hypergrowth-or-hardly-growth","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108754337","content_text":"SummaryNvidia shares trade at a nosebleed valuation of 156 times annualized Q3 GAAP earnings (and 73 times annualized Q3 non-GAAP earnings).Enormous growth is necessary to justify such eye watering multiples.We examine the bull narrative of hypergrowth and see if expectation matches reality. The results might surprise you!Nvidia’s earnings and revenues have fallen off a cliff, as it became evident that huge portions of their sales were due to Ethereum mining demand that has permanently gone away. Despite the negative growth, the stock is currently trading at around 156 times annualized Q3 GAAP earnings (and 73 times annualized Q3 non-GAAP earnings). Earnings multiples are even higher for the last 6 months earnings. These kind of lofty multiples are generally warranted only for firms with enormous growth.The narrative of “hypergrowth” has been prevalent among NVDA bulls in recent years. But is that a theme that fits with the evidence? Now that we see what’s left after Ethereum (ETH-USD) demand vaporized, we can see how much organic growth the company has actually experienced.Let’s look at the last 5 years of earnings data, starting with Q3 FY2018, and going through the most recent announced quarter of Q3 FY2023.Gaming and Professional VisualizationOver the last 5 years there has been approximately no growth in the Gaming and Professional Visualization segments! Sales in Q3 were actually down slightly (from $1.800B to $1.774B) in the combined segments from 5 years ago! The big bubble in between appears to be from Ethereum mining demand, which appears to have inflated both segments dramatically. The fact of no growth in 5 years is remarkable given the heavy narrative for years from management about both gaming demand and professional visualization and omniverse being strong and growing quickly. And even more remarkable given how much the ASPs have grown for gaming GPUs. As EnerTuition recently pointed out, the top 3 Turing SKUs RTX2080Ti/2080/2070 launched at $999/$699/$499, respectively. The top 3 Ampere SKUs RTX3090Ti/3090/3080Ti launched at $1999/$1499/$1199, respectively. Normally rising ASPs in a growing business should lead to sustainably rising revenues.It’s possible that the recent Q3 FY23 Gaming and Pro Visualization revenues are at a temporary low, suppressed by the enormous amount of inventory that NVDA previously stuffed into the channel (that the market thought were real sales to gamers). But it’s not clear if there is sustainable demand, even above the higher reported Q2 level of sales around $2B for Gaming. Even that figure is suspect given that the crypto demand bubble hadn’t yet ended during the start of Q2, so Q2 may contain a lot of crypto sales.During the Q2 call, management told analysts that they expected around $5B in Gaming sell-through between Q2 and Q3 combined. Then a few weeks later management added the caveat that there would be “seasonality” in that estimate, indicating that it would be incorrect to assume $2.5B per quarter as a run rate. And then on the Q3 call, an analyst asked if the $2.5B per quarter estimate actually proved to be correct, and management did not answer the question. Instead they offered that Q3 sell-through (which included the launch of the highly anticipated 4090, which should have boosted sales considerably) was “relatively solid”.Bulls may believe the $2.5B Gaming sell-through rate, even though management declined to actually confirm that the figure is correct. Let’s be generous and assume that it is correct, even though I am personally skeptical that it’s true. So once the inventory is cleaned out, and if sales rebound in H2 FY 2024 to the $2.5 billion level management estimated, then growth over 6 years for the Gaming segment would only be 8% CAGR.The market saw a crypto mining bubble and confused it for organic growth.Auto, OEM, and OtherOver the last 5 years there has been approximately no meaningful growth in the Auto, OEM, and Other segments. The combined segments are actually down (from $335M to $324M) in the last 5-year comparison. Management is endlessly hyping up their potential in these areas, but no actual meaningful results have been seen in the last 5 years.Data CenterThe lone source of growth for the firm the past 5 years has been the Data Center. But the true organic growth is obscured by the acquisition of Mellanox, which appears to contribute about $1.5B per quarter (per CEO remarks on Q3 call) at this point in time—or almost half of the entire growth in the segment.After subtracting out the estimated Mellanox contribution, the organic datacenter growth appears to be around 34% CAGR over the last 5 years. In the last 12 months, the entire Data Center line, including the Mellanox contribution, grew 30%. This is very healthy growth.But with such a high multiple on the stock, what are the prospects for the business looking forward?The company faces significant headwinds here as AMD and Amazon and Google have introduced competing products (and Amazon and Google can push those alternatives heavily in their cloud services and for internal workloads). AMD’s next generation DC GPUs, set to launch in the coming quarters, may be a very formidable threat. With 80+% GPU market share in the cloud, Nvidia losing a lot of share is much more likely than gaining a lot of share. Nvidia will have to rely on expanded overall spending in the sector to help them tread water while losing market share.But that hope is looking shaky at the current time. We are seeing signals from many sources that growth in datacenter spending in the economy is slowing. Additionally, startups that were flush with cash and spending lavishly may cut back their spending in the current fiscal environment.We also have Nvidia management admitting that they had to take multi-hundred million dollar charges in each of the last two quarters for a reduced demand outlook in the Data Center segment. Management stated on the Q3 call that these lowered expectations of demand in the Data Center are looking several quarters out. We also can observe that the Data Center line has been roughly flat the last two quarters. Given the many headwinds, including management’s own outlook, the success of this line item may be tough to repeat going forward.Total PictureOver the last 5 years, excluding the Mellanox acquisition contribution, the organic business grew by an 11% CAGR. This is nice growth, but hardly in line with an eye-watering non-GAAP 73 multiple on declining earnings.In comparison, peer company Advanced Micro Devices (AMD) grew at a 41% CAGR the last 2 years (27% CAGR after subtracting the Xilinx acquisition contribution), with strong growth in the datacenter, and is trading at only 21 times 2022 estimates.The Nvidia hypergrowth narrative appears to have taken over the market. But it’s simply not consistent with the facts. I suspect that the earnings multiple will fall over time as the market comes to realize what the firm’s real prospects are.Investors seeking datacenter growth may prefer AMD’s much cheaper earnings multiple, despite what I view as AMD’s much stronger growth prospects. A pair trade of long AMD, and short NVDA may also be a good trade to take advantage of AMD’s significant undervaluation and NVDA’s gigantic overvaluation, while hedging out macro effects, and giving time for the market to assign more appropriate multiples.ConsiderationsShorting NVDA is not without risk. The stock has a cult following and has traded at very high multiples for years, including in the triple digits several times in the past couple years. Just because the stock's valuation is egregious and doesn't make sense doesn't mean that it can't get even higher. There are many NVDA fans, analysts, and portfolio managers who have deeply bought into the hypergrowth hype. It will take time to have those beliefs give way in favor of reality.Valuation shorts are often tricky. An investor must rely on the market eventually realizing that a company's prospects are not so rosy as previously believed, and that investment dollars would be better deployed elsewhere. Without an impending catalyst (e.g. when shorting a firm on the verge of bankruptcy), valuation shorts often rely on the passage of time. And the market can remain irrational longer than you can remain solvent, as the old saw goes. NVDA is a good company and is not going to face an insolvency crisis anytime soon. An NVDA short may need to wait a long time for the market to come around.In my case, I am betting that the undervaluation of AMD and the overvaluation of NVDA will both eventually correct, perhaps in the coming quarters/years. That lets me be patient, while the pair trade hedges out macro and sector fluctuations. And if the market sentiment shifts meaningfully to drive NVDA to even more egregiously high valuations, it's likely that same sentiment will elevate AMD as well.Pair trades often involve similar dollar amounts of the long and short positions. In my case, I have a pair trade with similar dollar amounts of AMD long and NVDA short. But I also have a much, much larger AMD long position outside of the pair trade.","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":2934,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9962895210,"gmtCreate":1669753875330,"gmtModify":1676538235307,"author":{"id":"4097757798233570","authorId":"4097757798233570","name":"Kennytth","avatar":"https://community-static.tradeup.com/news/9f6ba6d4a11e73c06f36cadd5a4473cb","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4097757798233570","idStr":"4097757798233570"},"themes":[],"htmlText":"Yippee","listText":"Yippee","text":"Yippee","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9962895210","repostId":"2287590574","repostType":2,"repost":{"id":"2287590574","kind":"highlight","pubTimestamp":1669727980,"share":"https://ttm.financial/m/news/2287590574?lang=en_US&edition=fundamental","pubTime":"2022-11-29 21:19","market":"us","language":"en","title":"Apple Pay Is on Fire This Holiday Season","url":"https://stock-news.laohu8.com/highlight/detail?id=2287590574","media":"Yahoo Finance","summary":"Apple Pay is having a moment.In a new note Tuesday, Deutsche Bank analyst Bryan Keane wrote that hol","content":"<html><head></head><body><p>Apple Pay is having a moment.</p><p>In a new note Tuesday, Deutsche Bank analyst Bryan Keane wrote that holiday spending data out of Salesforce shows Apple Pay adoption is growing at an "extremely rapid pace" this holiday season with 52% year-over-year growth.</p><p><img src=\"https://static.tigerbbs.com/c1eb6db85271fef7b4eec6c9759db882\" tg-width=\"938\" tg-height=\"670\" referrerpolicy=\"no-referrer\"/>Apple Pay is having a moment. (Deutsche Bank)</p><p>Apple Pay's surge seems to be coming at the expense of long-time dominant player <a href=\"https://laohu8.com/S/PYPL\">PayPal</a>: Keane noted that PayPal adoption has fallen 8% year over globally.</p><p>Apple Pay and PayPal now make up about 5% and 16%, respectively of global e-commerce purchases.</p><p>The diverging paths of Apple Pay and PayPal come amid a broader mixed start to the holiday shopping season as shoppers balk at inflationary prices.</p><p>Consumers spent spent $6.3 billion online through 6PM ET on Cyber Monday, <a href=\"https://laohu8.com/S/ADBE\">Adobe</a> data showed. Adobe expects that when all the numbers are tallied, Cyber Monday will haul in a record $11.2 billion to $11.6 billion online as consumers sought out deep promotions (and got them).</p><p>"Continuing our checks of the unofficial kick-off to holiday, Cyber Monday showed headline promotions that were largely Deeper year over year, inclusive of several connected fitness companies (Peloton, Mirror, Ergatta)," BMO Capital Markets analyst Simeon Siegel wrote in a note.</p><p><img src=\"https://static.tigerbbs.com/951e2ec90bb5703b99d624a02edbdd51\" tg-width=\"3500\" tg-height=\"2282\" referrerpolicy=\"no-referrer\"/>A man uses an iPhone 7 smartphone to demonstrate the mobile payment service Apple Pay at a cafe in Moscow, Russia, on October 3, 2016. REUTERS/Maxim Zmeyev</p><p>Adobe said Black Friday weekend spending only rose 4.4% from the prior year to $9.5 billion. For the holiday season to date (Nov. 1 to Nov. 27), consumers have spent $96.42 billion online, up 2.1% year over year.</p><p>U.S. retail sales on Black Friday were up 12% year-over-year excluding automotive, according to Mastercard SpendingPulse data. That was below Mastercard's projection of 15% growth.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Pay Is on Fire This Holiday Season</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Pay Is on Fire This Holiday Season\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-29 21:19 GMT+8 <a href=https://finance.yahoo.com/news/apple-pay-is-on-fire-this-holiday-season-chart-115242855.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple Pay is having a moment.In a new note Tuesday, Deutsche Bank analyst Bryan Keane wrote that holiday spending data out of Salesforce shows Apple Pay adoption is growing at an \"extremely rapid pace...</p>\n\n<a href=\"https://finance.yahoo.com/news/apple-pay-is-on-fire-this-holiday-season-chart-115242855.html\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://finance.yahoo.com/news/apple-pay-is-on-fire-this-holiday-season-chart-115242855.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2287590574","content_text":"Apple Pay is having a moment.In a new note Tuesday, Deutsche Bank analyst Bryan Keane wrote that holiday spending data out of Salesforce shows Apple Pay adoption is growing at an \"extremely rapid pace\" this holiday season with 52% year-over-year growth.Apple Pay is having a moment. (Deutsche Bank)Apple Pay's surge seems to be coming at the expense of long-time dominant player PayPal: Keane noted that PayPal adoption has fallen 8% year over globally.Apple Pay and PayPal now make up about 5% and 16%, respectively of global e-commerce purchases.The diverging paths of Apple Pay and PayPal come amid a broader mixed start to the holiday shopping season as shoppers balk at inflationary prices.Consumers spent spent $6.3 billion online through 6PM ET on Cyber Monday, Adobe data showed. Adobe expects that when all the numbers are tallied, Cyber Monday will haul in a record $11.2 billion to $11.6 billion online as consumers sought out deep promotions (and got them).\"Continuing our checks of the unofficial kick-off to holiday, Cyber Monday showed headline promotions that were largely Deeper year over year, inclusive of several connected fitness companies (Peloton, Mirror, Ergatta),\" BMO Capital Markets analyst Simeon Siegel wrote in a note.A man uses an iPhone 7 smartphone to demonstrate the mobile payment service Apple Pay at a cafe in Moscow, Russia, on October 3, 2016. REUTERS/Maxim ZmeyevAdobe said Black Friday weekend spending only rose 4.4% from the prior year to $9.5 billion. For the holiday season to date (Nov. 1 to Nov. 27), consumers have spent $96.42 billion online, up 2.1% year over year.U.S. retail sales on Black Friday were up 12% year-over-year excluding automotive, according to Mastercard SpendingPulse data. That was below Mastercard's projection of 15% growth.","news_type":1,"symbols_score_info":{"AAPL":0.6}},"isVote":1,"tweetType":1,"viewCount":2730,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9966727319,"gmtCreate":1669651189831,"gmtModify":1676538219002,"author":{"id":"4097757798233570","authorId":"4097757798233570","name":"Kennytth","avatar":"https://community-static.tradeup.com/news/9f6ba6d4a11e73c06f36cadd5a4473cb","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4097757798233570","idStr":"4097757798233570"},"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/9966727319","repostId":"1124367049","repostType":2,"repost":{"id":"1124367049","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":1669648680,"share":"https://ttm.financial/m/news/1124367049?lang=en_US&edition=fundamental","pubTime":"2022-11-28 23:18","market":"us","language":"en","title":"Tesla Stock Jumps 1.5% in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1124367049","media":"Tiger Newspress","summary":"Tesla Readies Revamped Model 3 With Project \"Highland\"","content":"<html><head></head><body><p>Tesla is developing a revamped version of Model 3, according to Reuters, as the top EV maker aims to cut production costs and boost the appeal of the five-year-old electric sedan. Tesla stock jumps 1.5% in morning trading.<img src=\"https://static.tigerbbs.com/61068795d6bb5c275e82048ea4b9e30c\" tg-width=\"823\" tg-height=\"723\" width=\"100%\" height=\"auto\"/>One focus of the redesign codenamed "Highland" is to reduce the number of components and complexity in the interior of the Model 3 while focusing on features that Tesla buyers value, including the display, according to the people, who asked not to be named because the revamp has not been announced.</p><p>The previously unreported redesign comes as the electric sedan faces increased competition from models from the likes of China's BYD, Hyundai and coming releases from other major automakers.</p><p>The revamp of the battery-powered sedan, which could also include some changes to the Model 3’s exterior and powertrain performance, will go into production at Tesla’s factory in Shanghai and the company’s Fremont, California plant, two of the people said. Tesla’s Shanghai Gigafactory will put the redesigned Model 3 into production in the third quarter of 2023, they said.</p><p>It was not clear when production would start at the Fremont plant or how large a cost savings Tesla would achieve from the redesign as it works with suppliers.</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>Tesla Stock Jumps 1.5% in Morning Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Stock Jumps 1.5% in Morning Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-11-28 23:18</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Tesla is developing a revamped version of Model 3, according to Reuters, as the top EV maker aims to cut production costs and boost the appeal of the five-year-old electric sedan. Tesla stock jumps 1.5% in morning trading.<img src=\"https://static.tigerbbs.com/61068795d6bb5c275e82048ea4b9e30c\" tg-width=\"823\" tg-height=\"723\" width=\"100%\" height=\"auto\"/>One focus of the redesign codenamed "Highland" is to reduce the number of components and complexity in the interior of the Model 3 while focusing on features that Tesla buyers value, including the display, according to the people, who asked not to be named because the revamp has not been announced.</p><p>The previously unreported redesign comes as the electric sedan faces increased competition from models from the likes of China's BYD, Hyundai and coming releases from other major automakers.</p><p>The revamp of the battery-powered sedan, which could also include some changes to the Model 3’s exterior and powertrain performance, will go into production at Tesla’s factory in Shanghai and the company’s Fremont, California plant, two of the people said. Tesla’s Shanghai Gigafactory will put the redesigned Model 3 into production in the third quarter of 2023, they said.</p><p>It was not clear when production would start at the Fremont plant or how large a cost savings Tesla would achieve from the redesign as it works with suppliers.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124367049","content_text":"Tesla is developing a revamped version of Model 3, according to Reuters, as the top EV maker aims to cut production costs and boost the appeal of the five-year-old electric sedan. Tesla stock jumps 1.5% in morning trading.One focus of the redesign codenamed \"Highland\" is to reduce the number of components and complexity in the interior of the Model 3 while focusing on features that Tesla buyers value, including the display, according to the people, who asked not to be named because the revamp has not been announced.The previously unreported redesign comes as the electric sedan faces increased competition from models from the likes of China's BYD, Hyundai and coming releases from other major automakers.The revamp of the battery-powered sedan, which could also include some changes to the Model 3’s exterior and powertrain performance, will go into production at Tesla’s factory in Shanghai and the company’s Fremont, California plant, two of the people said. Tesla’s Shanghai Gigafactory will put the redesigned Model 3 into production in the third quarter of 2023, they said.It was not clear when production would start at the Fremont plant or how large a cost savings Tesla would achieve from the redesign as it works with suppliers.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":2921,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9966889603,"gmtCreate":1669487039803,"gmtModify":1676538200890,"author":{"id":"4097757798233570","authorId":"4097757798233570","name":"Kennytth","avatar":"https://community-static.tradeup.com/news/9f6ba6d4a11e73c06f36cadd5a4473cb","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4097757798233570","idStr":"4097757798233570"},"themes":[],"htmlText":"Yup","listText":"Yup","text":"Yup","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9966889603","repostId":"1113027875","repostType":2,"isVote":1,"tweetType":1,"viewCount":3715,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9966932021,"gmtCreate":1669373289964,"gmtModify":1676538190485,"author":{"id":"4097757798233570","authorId":"4097757798233570","name":"Kennytth","avatar":"https://community-static.tradeup.com/news/9f6ba6d4a11e73c06f36cadd5a4473cb","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4097757798233570","idStr":"4097757798233570"},"themes":[],"htmlText":"[Speechless] ","listText":"[Speechless] ","text":"[Speechless]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9966932021","repostId":"2286360647","repostType":2,"repost":{"id":"2286360647","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1669369695,"share":"https://ttm.financial/m/news/2286360647?lang=en_US&edition=fundamental","pubTime":"2022-11-25 17:48","market":"us","language":"en","title":"Amazon Workers Called to Strike Across Globe on Black Friday","url":"https://stock-news.laohu8.com/highlight/detail?id=2286360647","media":"Reuters","summary":"BERLIN, Nov 25 (Reuters) - Workers at Amazon sites across the globe, including in the United States,","content":"<html><head></head><body><p>BERLIN, Nov 25 (Reuters) - Workers at Amazon sites across the globe, including in the United States, Germany and France, were expected to go on strike on Black Friday, targeting the online retailer on one of the busiest shopping days of the year with calls for better pay.</p><p>A global call for strike action came from the Make Amazon Pay initiative, which listed industrial action planned in over 30 countries across the globe.</p><p>Germany's Verdi union said work stoppages were planned at 10 fulfilment centres in that country.</p><p>It demanded the company recognise collective bargaining agreements for the retail and mail order trade sector and called for a further collective agreement on good and healthy work.</p><p>A spokesperson for Amazon in Germany would not immediately comment on the demands when contacted by Reuters.</p><p>"This is the first time that Amazon has had an international strike day," said Monika Di Silvestre, Verdi's representative for Amazon workers.</p><p>"This is very important, because a major global corporation like Amazon cannot be confronted locally, regionally or nationally alone," she 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>Amazon Workers Called to Strike Across Globe on Black Friday</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAmazon Workers Called to Strike Across Globe on Black Friday\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-11-25 17:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>BERLIN, Nov 25 (Reuters) - Workers at Amazon sites across the globe, including in the United States, Germany and France, were expected to go on strike on Black Friday, targeting the online retailer on one of the busiest shopping days of the year with calls for better pay.</p><p>A global call for strike action came from the Make Amazon Pay initiative, which listed industrial action planned in over 30 countries across the globe.</p><p>Germany's Verdi union said work stoppages were planned at 10 fulfilment centres in that country.</p><p>It demanded the company recognise collective bargaining agreements for the retail and mail order trade sector and called for a further collective agreement on good and healthy work.</p><p>A spokesperson for Amazon in Germany would not immediately comment on the demands when contacted by Reuters.</p><p>"This is the first time that Amazon has had an international strike day," said Monika Di Silvestre, Verdi's representative for Amazon workers.</p><p>"This is very important, because a major global corporation like Amazon cannot be confronted locally, regionally or nationally alone," she added.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2286360647","content_text":"BERLIN, Nov 25 (Reuters) - Workers at Amazon sites across the globe, including in the United States, Germany and France, were expected to go on strike on Black Friday, targeting the online retailer on one of the busiest shopping days of the year with calls for better pay.A global call for strike action came from the Make Amazon Pay initiative, which listed industrial action planned in over 30 countries across the globe.Germany's Verdi union said work stoppages were planned at 10 fulfilment centres in that country.It demanded the company recognise collective bargaining agreements for the retail and mail order trade sector and called for a further collective agreement on good and healthy work.A spokesperson for Amazon in Germany would not immediately comment on the demands when contacted by Reuters.\"This is the first time that Amazon has had an international strike day,\" said Monika Di Silvestre, Verdi's representative for Amazon workers.\"This is very important, because a major global corporation like Amazon cannot be confronted locally, regionally or nationally alone,\" she added.","news_type":1,"symbols_score_info":{"AMZN":1}},"isVote":1,"tweetType":1,"viewCount":2901,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9968110711,"gmtCreate":1669160327233,"gmtModify":1676538159098,"author":{"id":"4097757798233570","authorId":"4097757798233570","name":"Kennytth","avatar":"https://community-static.tradeup.com/news/9f6ba6d4a11e73c06f36cadd5a4473cb","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4097757798233570","idStr":"4097757798233570"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9968110711","repostId":"2285504218","repostType":2,"repost":{"id":"2285504218","kind":"highlight","pubTimestamp":1669150853,"share":"https://ttm.financial/m/news/2285504218?lang=en_US&edition=fundamental","pubTime":"2022-11-23 05:00","market":"us","language":"en","title":"US STOCKS-Retailer, Energy Boost Helps Wall Street Rally","url":"https://stock-news.laohu8.com/highlight/detail?id=2285504218","media":"Reuters","summary":"U.S. stocks rallied on Tuesday in light trading volume as a sales forecast by Best Buy dampened conc","content":"<html><head></head><body><p>U.S. stocks rallied on Tuesday in light trading volume as a sales forecast by Best Buy dampened concerns high inflation would lead to a dismal holiday shopping season while a bounce in oil prices helped lift energy shares.</p><p>Best Buy Co Inc shot up as the best performing stock on the S&P 500 index, after the retailer forecast a smaller drop in annual sales than previously announced and expressed confidence a ramp up in deals and discounts will entice more customers.</p><p>The gains in Best Buy helped boost the S&P 500 retail index.</p><p>In contrast, Dollar Tree Inc tumbled as the worst performing S&P 500 component, which also capped gains for the retail index as the discount retailer cut its annual profit forecast for the second time.</p><p>"If you take the continuum of income and consumers out there, the upper half of that is relatively inelastic to some costs going up to some extent or another where the bottom half is going to be more sensitive," said Shawn Cruz, head trading strategist at TD Ameritrade in Chicago.</p><p>"So the Dollar Trees of the world really don’t have much ability to pass through those costs so they are going to get hit pretty bad."</p><p>According to preliminary data, the S&P 500 gained 53.72 points, or 1.36%, to end at 4,003.66 points, while the Nasdaq Composite gained 149.83 points, or 1.36%, to 11,174.34. The Dow Jones Industrial Average rose 395.94 points, or 1.18%, to 34,096.22.</p><p>Also providing support was the energy sector, which climbed after two sessions of declines as Saudi Arabia said OPEC+ was sticking with outputs cuts, shooting down a report on Monday that said the alliance was considering increasing output which sent crude prices sharply lower.</p><p>As investors continue to try and gauge the path of Federal Reserve rate hikes, Cleveland Fed President Loretta Mester reiterated on Tuesday that lowering inflation remains critical for the central bank, a day after supporting a smaller rate hike in December. Kansas City President Esther George said a "calmer" labor market that sees less churn could lower inflationary pressures.</p><p>Investors were also awaiting remarks by St. Louis Fed Reserve President James Bullard on Tuesday ahead of the minutes from the Fed's November meeting scheduled for Wednesday.</p><p>Volume was light this week and likely to dwindle heading into the Thanksgiving holiday on Thursday, with the U.S. stock market open for a half-session on Friday.</p><p>Dow component <a href=\"https://laohu8.com/S/WBA\">Walgreens Boots Alliance</a> Inc rose after Cowen & Co upgraded the drug distributor stock, citing its healthcare services business push.</p><p>Manchester United shares jumped late in the session after Sky News reported the Glazer family, which owns the football club, was exploring financial options that could include an outright sale.</p><p>Agilent Technologies Inc jumped after the application-focused solutions company posted upbeat fourth-quarter revenue.</p><p>Declines in the dollar and U.S. Treasury yields also helped support risk appetite. </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>US STOCKS-Retailer, Energy Boost Helps Wall Street Rally</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS STOCKS-Retailer, Energy Boost Helps Wall Street Rally\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-23 05:00 GMT+8 <a href=https://finance.yahoo.com/news/us-stocks-retailer-energy-boost-210053148.html><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>U.S. stocks rallied on Tuesday in light trading volume as a sales forecast by Best Buy dampened concerns high inflation would lead to a dismal holiday shopping season while a bounce in oil prices ...</p>\n\n<a href=\"https://finance.yahoo.com/news/us-stocks-retailer-energy-boost-210053148.html\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BBY":"百思买",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite","COMP":"Compass, Inc.",".DJI":"道琼斯"},"source_url":"https://finance.yahoo.com/news/us-stocks-retailer-energy-boost-210053148.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2285504218","content_text":"U.S. stocks rallied on Tuesday in light trading volume as a sales forecast by Best Buy dampened concerns high inflation would lead to a dismal holiday shopping season while a bounce in oil prices helped lift energy shares.Best Buy Co Inc shot up as the best performing stock on the S&P 500 index, after the retailer forecast a smaller drop in annual sales than previously announced and expressed confidence a ramp up in deals and discounts will entice more customers.The gains in Best Buy helped boost the S&P 500 retail index.In contrast, Dollar Tree Inc tumbled as the worst performing S&P 500 component, which also capped gains for the retail index as the discount retailer cut its annual profit forecast for the second time.\"If you take the continuum of income and consumers out there, the upper half of that is relatively inelastic to some costs going up to some extent or another where the bottom half is going to be more sensitive,\" said Shawn Cruz, head trading strategist at TD Ameritrade in Chicago.\"So the Dollar Trees of the world really don’t have much ability to pass through those costs so they are going to get hit pretty bad.\"According to preliminary data, the S&P 500 gained 53.72 points, or 1.36%, to end at 4,003.66 points, while the Nasdaq Composite gained 149.83 points, or 1.36%, to 11,174.34. The Dow Jones Industrial Average rose 395.94 points, or 1.18%, to 34,096.22.Also providing support was the energy sector, which climbed after two sessions of declines as Saudi Arabia said OPEC+ was sticking with outputs cuts, shooting down a report on Monday that said the alliance was considering increasing output which sent crude prices sharply lower.As investors continue to try and gauge the path of Federal Reserve rate hikes, Cleveland Fed President Loretta Mester reiterated on Tuesday that lowering inflation remains critical for the central bank, a day after supporting a smaller rate hike in December. Kansas City President Esther George said a \"calmer\" labor market that sees less churn could lower inflationary pressures.Investors were also awaiting remarks by St. Louis Fed Reserve President James Bullard on Tuesday ahead of the minutes from the Fed's November meeting scheduled for Wednesday.Volume was light this week and likely to dwindle heading into the Thanksgiving holiday on Thursday, with the U.S. stock market open for a half-session on Friday.Dow component Walgreens Boots Alliance Inc rose after Cowen & Co upgraded the drug distributor stock, citing its healthcare services business push.Manchester United shares jumped late in the session after Sky News reported the Glazer family, which owns the football club, was exploring financial options that could include an outright sale.Agilent Technologies Inc jumped after the application-focused solutions company posted upbeat fourth-quarter revenue.Declines in the dollar and U.S. Treasury yields also helped support risk appetite.","news_type":1,"symbols_score_info":{"BBY":0.6,".DJI":0.9,"COMP":0.6,".IXIC":0.9,".SPX":0.6}},"isVote":1,"tweetType":1,"viewCount":2468,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9968134558,"gmtCreate":1669160204775,"gmtModify":1676538159030,"author":{"id":"4097757798233570","authorId":"4097757798233570","name":"Kennytth","avatar":"https://community-static.tradeup.com/news/9f6ba6d4a11e73c06f36cadd5a4473cb","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4097757798233570","idStr":"4097757798233570"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9968134558","repostId":"2285504218","repostType":2,"repost":{"id":"2285504218","kind":"highlight","pubTimestamp":1669150853,"share":"https://ttm.financial/m/news/2285504218?lang=en_US&edition=fundamental","pubTime":"2022-11-23 05:00","market":"us","language":"en","title":"US STOCKS-Retailer, Energy Boost Helps Wall Street Rally","url":"https://stock-news.laohu8.com/highlight/detail?id=2285504218","media":"Reuters","summary":"U.S. stocks rallied on Tuesday in light trading volume as a sales forecast by Best Buy dampened conc","content":"<html><head></head><body><p>U.S. stocks rallied on Tuesday in light trading volume as a sales forecast by Best Buy dampened concerns high inflation would lead to a dismal holiday shopping season while a bounce in oil prices helped lift energy shares.</p><p>Best Buy Co Inc shot up as the best performing stock on the S&P 500 index, after the retailer forecast a smaller drop in annual sales than previously announced and expressed confidence a ramp up in deals and discounts will entice more customers.</p><p>The gains in Best Buy helped boost the S&P 500 retail index.</p><p>In contrast, Dollar Tree Inc tumbled as the worst performing S&P 500 component, which also capped gains for the retail index as the discount retailer cut its annual profit forecast for the second time.</p><p>"If you take the continuum of income and consumers out there, the upper half of that is relatively inelastic to some costs going up to some extent or another where the bottom half is going to be more sensitive," said Shawn Cruz, head trading strategist at TD Ameritrade in Chicago.</p><p>"So the Dollar Trees of the world really don’t have much ability to pass through those costs so they are going to get hit pretty bad."</p><p>According to preliminary data, the S&P 500 gained 53.72 points, or 1.36%, to end at 4,003.66 points, while the Nasdaq Composite gained 149.83 points, or 1.36%, to 11,174.34. The Dow Jones Industrial Average rose 395.94 points, or 1.18%, to 34,096.22.</p><p>Also providing support was the energy sector, which climbed after two sessions of declines as Saudi Arabia said OPEC+ was sticking with outputs cuts, shooting down a report on Monday that said the alliance was considering increasing output which sent crude prices sharply lower.</p><p>As investors continue to try and gauge the path of Federal Reserve rate hikes, Cleveland Fed President Loretta Mester reiterated on Tuesday that lowering inflation remains critical for the central bank, a day after supporting a smaller rate hike in December. Kansas City President Esther George said a "calmer" labor market that sees less churn could lower inflationary pressures.</p><p>Investors were also awaiting remarks by St. Louis Fed Reserve President James Bullard on Tuesday ahead of the minutes from the Fed's November meeting scheduled for Wednesday.</p><p>Volume was light this week and likely to dwindle heading into the Thanksgiving holiday on Thursday, with the U.S. stock market open for a half-session on Friday.</p><p>Dow component <a href=\"https://laohu8.com/S/WBA\">Walgreens Boots Alliance</a> Inc rose after Cowen & Co upgraded the drug distributor stock, citing its healthcare services business push.</p><p>Manchester United shares jumped late in the session after Sky News reported the Glazer family, which owns the football club, was exploring financial options that could include an outright sale.</p><p>Agilent Technologies Inc jumped after the application-focused solutions company posted upbeat fourth-quarter revenue.</p><p>Declines in the dollar and U.S. Treasury yields also helped support risk appetite. </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>US STOCKS-Retailer, Energy Boost Helps Wall Street Rally</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS STOCKS-Retailer, Energy Boost Helps Wall Street Rally\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-23 05:00 GMT+8 <a href=https://finance.yahoo.com/news/us-stocks-retailer-energy-boost-210053148.html><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>U.S. stocks rallied on Tuesday in light trading volume as a sales forecast by Best Buy dampened concerns high inflation would lead to a dismal holiday shopping season while a bounce in oil prices ...</p>\n\n<a href=\"https://finance.yahoo.com/news/us-stocks-retailer-energy-boost-210053148.html\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BBY":"百思买",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite","COMP":"Compass, Inc.",".DJI":"道琼斯"},"source_url":"https://finance.yahoo.com/news/us-stocks-retailer-energy-boost-210053148.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2285504218","content_text":"U.S. stocks rallied on Tuesday in light trading volume as a sales forecast by Best Buy dampened concerns high inflation would lead to a dismal holiday shopping season while a bounce in oil prices helped lift energy shares.Best Buy Co Inc shot up as the best performing stock on the S&P 500 index, after the retailer forecast a smaller drop in annual sales than previously announced and expressed confidence a ramp up in deals and discounts will entice more customers.The gains in Best Buy helped boost the S&P 500 retail index.In contrast, Dollar Tree Inc tumbled as the worst performing S&P 500 component, which also capped gains for the retail index as the discount retailer cut its annual profit forecast for the second time.\"If you take the continuum of income and consumers out there, the upper half of that is relatively inelastic to some costs going up to some extent or another where the bottom half is going to be more sensitive,\" said Shawn Cruz, head trading strategist at TD Ameritrade in Chicago.\"So the Dollar Trees of the world really don’t have much ability to pass through those costs so they are going to get hit pretty bad.\"According to preliminary data, the S&P 500 gained 53.72 points, or 1.36%, to end at 4,003.66 points, while the Nasdaq Composite gained 149.83 points, or 1.36%, to 11,174.34. The Dow Jones Industrial Average rose 395.94 points, or 1.18%, to 34,096.22.Also providing support was the energy sector, which climbed after two sessions of declines as Saudi Arabia said OPEC+ was sticking with outputs cuts, shooting down a report on Monday that said the alliance was considering increasing output which sent crude prices sharply lower.As investors continue to try and gauge the path of Federal Reserve rate hikes, Cleveland Fed President Loretta Mester reiterated on Tuesday that lowering inflation remains critical for the central bank, a day after supporting a smaller rate hike in December. Kansas City President Esther George said a \"calmer\" labor market that sees less churn could lower inflationary pressures.Investors were also awaiting remarks by St. Louis Fed Reserve President James Bullard on Tuesday ahead of the minutes from the Fed's November meeting scheduled for Wednesday.Volume was light this week and likely to dwindle heading into the Thanksgiving holiday on Thursday, with the U.S. stock market open for a half-session on Friday.Dow component Walgreens Boots Alliance Inc rose after Cowen & Co upgraded the drug distributor stock, citing its healthcare services business push.Manchester United shares jumped late in the session after Sky News reported the Glazer family, which owns the football club, was exploring financial options that could include an outright sale.Agilent Technologies Inc jumped after the application-focused solutions company posted upbeat fourth-quarter revenue.Declines in the dollar and U.S. Treasury yields also helped support risk appetite.","news_type":1,"symbols_score_info":{"BBY":0.6,".DJI":0.9,"COMP":0.6,".IXIC":0.9,".SPX":0.6}},"isVote":1,"tweetType":1,"viewCount":2966,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9968321044,"gmtCreate":1669134805388,"gmtModify":1676538156963,"author":{"id":"4097757798233570","authorId":"4097757798233570","name":"Kennytth","avatar":"https://community-static.tradeup.com/news/9f6ba6d4a11e73c06f36cadd5a4473cb","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4097757798233570","idStr":"4097757798233570"},"themes":[],"htmlText":"Hmmm","listText":"Hmmm","text":"Hmmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9968321044","repostId":"1131111007","repostType":2,"isVote":1,"tweetType":1,"viewCount":2998,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9968998306,"gmtCreate":1669088728606,"gmtModify":1676538150372,"author":{"id":"4097757798233570","authorId":"4097757798233570","name":"Kennytth","avatar":"https://community-static.tradeup.com/news/9f6ba6d4a11e73c06f36cadd5a4473cb","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4097757798233570","idStr":"4097757798233570"},"themes":[],"htmlText":"Buy buy buy","listText":"Buy buy buy","text":"Buy buy buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9968998306","repostId":"2284644670","repostType":2,"isVote":1,"tweetType":1,"viewCount":1042,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9961797869,"gmtCreate":1669042981152,"gmtModify":1676538143835,"author":{"id":"4097757798233570","authorId":"4097757798233570","name":"Kennytth","avatar":"https://community-static.tradeup.com/news/9f6ba6d4a11e73c06f36cadd5a4473cb","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4097757798233570","idStr":"4097757798233570"},"themes":[],"htmlText":"Good move","listText":"Good move","text":"Good move","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9961797869","repostId":"1115231495","repostType":2,"repost":{"id":"1115231495","kind":"news","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1669038623,"share":"https://ttm.financial/m/news/1115231495?lang=en_US&edition=fundamental","pubTime":"2022-11-21 21:50","market":"us","language":"en","title":"Disney's Iger May Have to Cut Costs As Streaming Loses Money","url":"https://stock-news.laohu8.com/highlight/detail?id=1115231495","media":"Reuters","summary":"Nov 21 (Reuters) - Bob Iger must show Wall Street a new side to his character as he returns to lead ","content":"<html><head></head><body><p>Nov 21 (Reuters) - Bob Iger must show Wall Street a new side to his character as he returns to lead Walt Disney Co by cutting costs and restoring profits in just two years after splurging cash on acquisitions and a streaming business last time round.</p><p>The entertainment giant shocked investors late on Sunday evening announcing the ouster of Chief Executive Bob Chapek and appointing Iger, 71, to a two-year contract to return the company to growth.</p><p>The move evoked other return engagements such as Steve Jobs' return to Apple and Howard Schultz's return to Starbucks in times of crisis.</p><p>"The bold move (Iger's return) might feel like the right one. However, the business is at a different phase of growth," said PP Foresight analyst Paolo Pescatore, adding that short-term measures might include restriction of some operations.</p><p>The most immediate target of that could be Disney+, the streaming service that Iger helped launch in 2019. Losses at the unit more than doubled in the last reported quarter to $1.5 billion.</p><p>The business has become a drag on earnings as Disney spends heavily on content to attract subscribers, testing investor patience and contributing to a 40% slide in its shares so far this year.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/78d7f0b6803190abecffd969c1186af4\" tg-width=\"1320\" tg-height=\"800\" referrerpolicy=\"no-referrer\"/><span>Reuters Graphics</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d969d164b41ce35a55a35aa2963c107c\" tg-width=\"1320\" tg-height=\"800\" referrerpolicy=\"no-referrer\"/><span>Reuters Graphics</span></p><p>"Disney+ ... could probably do better with fewer end-state subscribers made up of super fans willing to pay high RPU (rates per user), which would generate much higher margins," analysts at MoffettNathanson said.</p><p>They also pointed to ESPN as another target for deep cost cuts, including a review of all the upcoming sports rights as the network loses cable subscribers.</p><p>Activist investor Dan Loeb's Third Point had also pushed a potential spin-off of ESPN when it took a stake in the company in August, although it later backed off the idea.</p><p>Some brokerages have also raised concern on whether the two-year period Iger has agreed to return for would be enough to transform the business and find a successor.</p><p>"The problem is that Iger can't stay on forever. He already bumbled the transition to Tom Staggs in 2016 and now (Bob) Chapek," Rosenblatt Securities said.</p><p>Still, Disney shares were 10% higher in premarket trading on Monday, a sign of confidence in the executive who led the company for 15 years.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2b736275c9d040a6788faaadcf9ba819\" tg-width=\"1320\" tg-height=\"800\" width=\"100%\" height=\"auto\"/><span>Reuters Graphics Reuters Graphics</span></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Disney's Iger May Have to Cut Costs As Streaming Loses Money</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDisney's Iger May Have to Cut Costs As Streaming Loses Money\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-11-21 21:50</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Nov 21 (Reuters) - Bob Iger must show Wall Street a new side to his character as he returns to lead Walt Disney Co by cutting costs and restoring profits in just two years after splurging cash on acquisitions and a streaming business last time round.</p><p>The entertainment giant shocked investors late on Sunday evening announcing the ouster of Chief Executive Bob Chapek and appointing Iger, 71, to a two-year contract to return the company to growth.</p><p>The move evoked other return engagements such as Steve Jobs' return to Apple and Howard Schultz's return to Starbucks in times of crisis.</p><p>"The bold move (Iger's return) might feel like the right one. However, the business is at a different phase of growth," said PP Foresight analyst Paolo Pescatore, adding that short-term measures might include restriction of some operations.</p><p>The most immediate target of that could be Disney+, the streaming service that Iger helped launch in 2019. Losses at the unit more than doubled in the last reported quarter to $1.5 billion.</p><p>The business has become a drag on earnings as Disney spends heavily on content to attract subscribers, testing investor patience and contributing to a 40% slide in its shares so far this year.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/78d7f0b6803190abecffd969c1186af4\" tg-width=\"1320\" tg-height=\"800\" referrerpolicy=\"no-referrer\"/><span>Reuters Graphics</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d969d164b41ce35a55a35aa2963c107c\" tg-width=\"1320\" tg-height=\"800\" referrerpolicy=\"no-referrer\"/><span>Reuters Graphics</span></p><p>"Disney+ ... could probably do better with fewer end-state subscribers made up of super fans willing to pay high RPU (rates per user), which would generate much higher margins," analysts at MoffettNathanson said.</p><p>They also pointed to ESPN as another target for deep cost cuts, including a review of all the upcoming sports rights as the network loses cable subscribers.</p><p>Activist investor Dan Loeb's Third Point had also pushed a potential spin-off of ESPN when it took a stake in the company in August, although it later backed off the idea.</p><p>Some brokerages have also raised concern on whether the two-year period Iger has agreed to return for would be enough to transform the business and find a successor.</p><p>"The problem is that Iger can't stay on forever. He already bumbled the transition to Tom Staggs in 2016 and now (Bob) Chapek," Rosenblatt Securities said.</p><p>Still, Disney shares were 10% higher in premarket trading on Monday, a sign of confidence in the executive who led the company for 15 years.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2b736275c9d040a6788faaadcf9ba819\" tg-width=\"1320\" tg-height=\"800\" width=\"100%\" height=\"auto\"/><span>Reuters Graphics Reuters Graphics</span></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115231495","content_text":"Nov 21 (Reuters) - Bob Iger must show Wall Street a new side to his character as he returns to lead Walt Disney Co by cutting costs and restoring profits in just two years after splurging cash on acquisitions and a streaming business last time round.The entertainment giant shocked investors late on Sunday evening announcing the ouster of Chief Executive Bob Chapek and appointing Iger, 71, to a two-year contract to return the company to growth.The move evoked other return engagements such as Steve Jobs' return to Apple and Howard Schultz's return to Starbucks in times of crisis.\"The bold move (Iger's return) might feel like the right one. However, the business is at a different phase of growth,\" said PP Foresight analyst Paolo Pescatore, adding that short-term measures might include restriction of some operations.The most immediate target of that could be Disney+, the streaming service that Iger helped launch in 2019. Losses at the unit more than doubled in the last reported quarter to $1.5 billion.The business has become a drag on earnings as Disney spends heavily on content to attract subscribers, testing investor patience and contributing to a 40% slide in its shares so far this year.Reuters GraphicsReuters Graphics\"Disney+ ... could probably do better with fewer end-state subscribers made up of super fans willing to pay high RPU (rates per user), which would generate much higher margins,\" analysts at MoffettNathanson said.They also pointed to ESPN as another target for deep cost cuts, including a review of all the upcoming sports rights as the network loses cable subscribers.Activist investor Dan Loeb's Third Point had also pushed a potential spin-off of ESPN when it took a stake in the company in August, although it later backed off the idea.Some brokerages have also raised concern on whether the two-year period Iger has agreed to return for would be enough to transform the business and find a successor.\"The problem is that Iger can't stay on forever. He already bumbled the transition to Tom Staggs in 2016 and now (Bob) Chapek,\" Rosenblatt Securities said.Still, Disney shares were 10% higher in premarket trading on Monday, a sign of confidence in the executive who led the company for 15 years.Reuters Graphics Reuters Graphics","news_type":1,"symbols_score_info":{"DIS":0.9}},"isVote":1,"tweetType":1,"viewCount":999,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9961795425,"gmtCreate":1669042851268,"gmtModify":1676538143781,"author":{"id":"4097757798233570","authorId":"4097757798233570","name":"Kennytth","avatar":"https://community-static.tradeup.com/news/9f6ba6d4a11e73c06f36cadd5a4473cb","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4097757798233570","idStr":"4097757798233570"},"themes":[],"htmlText":"Buy buy buy","listText":"Buy buy buy","text":"Buy buy buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9961795425","repostId":"2284700411","repostType":2,"repost":{"id":"2284700411","kind":"news","pubTimestamp":1669023990,"share":"https://ttm.financial/m/news/2284700411?lang=en_US&edition=fundamental","pubTime":"2022-11-21 17:46","market":"us","language":"en","title":"Microsoft Stock: Almost A Buy","url":"https://stock-news.laohu8.com/highlight/detail?id=2284700411","media":"Seeking Alpha","summary":"SummaryMicrosoft Corporation has lost a huge portion of its market cap YTD and, although it recently","content":"<html><head></head><body><h2>Summary</h2><ul><li>Microsoft Corporation has lost a huge portion of its market cap YTD and, although it recently had a spike in its stock price, it keeps dipping overall.</li><li>If Azure and the other cloud services manage to keep growing at 30%-35% per year, with decent margins, the entire company will still grow at double digits.</li><li>Throughout the years, Microsoft has built a great track record when it comes to acquisitions.</li><li>The main concern I have about Microsoft is its valuation.</li><li>I think it is safe to say that Microsoft is at least going to match the market, and, therefore, I rate it as a HOLD.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/20444b9c4e9dc5ade0bb88209ca71a97\" tg-width=\"1080\" tg-height=\"720\" width=\"100%\" height=\"auto\"/><span>Jeenah Moon</span></p><h2>Investment Thesis</h2><p>Microsoft Corporation (NASDAQ:MSFT), like most tech stocks, has lost a huge portion of its market cap YTD and, although it recently had a spike in its stock price, it keeps dipping overall.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/85a8e1f71ba97ba2d3bd024f03df7c5f\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p>However, the fundamentals ofthe company keep becoming better as time goes on, and that makes investors wonder if there is a misconnection between the company's fair value and its stock price.</p><p>Keep reading to find out...</p><h2>Microsoft's Cloud Segment</h2><p>Although the company has had excellent performance in the past, investors keep doubting if Microsoft Corporation can keep growing in double digits, as it is already a mega-cap company. However, some reasons make me believe that the company still has a bright future.</p><h3>Office 365</h3><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a039eb14177c25e83ee859bf7189bcbf\" tg-width=\"1000\" tg-height=\"647\" width=\"100%\" height=\"auto\"/><span>cyware.com</span></p><p>Office 365 has more than 61 million paying users and it is still growing at a rapid pace. Although this segment was growing just fine even before lockdowns, in 2020 the demand for it increased drastically as more and more people started to work from home. I believe that this trend is sustainable, as remote work is not fading away. This trend helps Microsoft, as it increases demand for its products even more and also gives the company some pricing power to increase prices as it already did this March.</p><h3>Azure</h3><p>This segment of the business is growing by almost 50% annually, and the management has mentioned that they have a decent backlog there. The growth rate is probably going to accelerate in the future.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b08981353f068cf268fc0a5451f2ffab\" tg-width=\"640\" tg-height=\"379\" width=\"100%\" height=\"auto\"/><span>statista.com</span></p><p>Microsoft's Azure not only already has a decent portion of the cloud market, but is also gaining even more market share quarter over quarter, in contrast to Amazon's (AMZN) AWS. AlthoughAWSis the biggest player in this market, its share market has been about the same for the last few years. And as far as Alphabet's (GOOG,GOOGL) Google Cloud is concerned, although it is also gaining market share, it is not profitable like Azure, which is not only profitable but is also growing its margins every single quarter.</p><p>If Azure and the other cloud services manage to keep growing at 30%-35% per year with decent margins, the entire company will still grow at double digits just thanks to these services.</p><h2>Gaming Segment</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/071e84ff4f410bcb33f5b583cfd531a7\" tg-width=\"1280\" tg-height=\"720\" width=\"100%\" height=\"auto\"/><span>tomsguide.com</span></p><p>When it comes to gaming, and more specifically, when it comes to hardware, there are two main players; Sony's (SONY) PlayStation and Microsoft's Xbox. This used to be a cyclical business, as the massive revenue only lasted for about two years after each console was launched. In the case of Xbox, Microsoft Corporation does not even make money by selling it; so how does the company make money from this segment?</p><p>Both Microsoft and Sony have realized that offering a cheaper subscription model would be a better way to make money than selling games individually for $50 or $60. In the case of Microsoft, I think that their subscription model is better than Sony's model because, when Microsoft launches a new game, gamers get it on their subscription offer right away. In the case of PlayStation, on the other hand, gamers don't get it on every device on the first day, and that gives Microsoft a comparative advantage against Sony.</p><p>In addition, if Microsoft eventually manages to acquire Activision Blizzard (ATVI), it will make the company far more competitive, as it will boost its revenue and help it increase its market share in the gaming segment.</p><p>Moreover, as Microsoft shifts to the subscription model, the revenue generated from this segment becomes much more predictable and consistent.</p><h2>Capital Allocation</h2><p>Throughout the years, Microsoft has built a great track record when it comes to acquisitions.</p><p>Companies like Alphabet or Meta Platforms (META), just like Microsoft, make so much money in free cash flow that they can decide to reinvest a portion of it to acquire other businesses and buy their growth. The problem is that these companies, in contrast to Microsoft, lose money by acquiring other companies. In the case of Alphabet, for example, the company lost more than $10 billion in other bets. In the case of Meta, the company is investing heavily in Reality Labs, which is at least for now burning cash like crazy. In the case of Microsoft, on the other hand, the company never has had bad investments. As a matter of fact, every year it is investing in more companies, and that helps the company to improve its margins.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/07b954e97ffe41b2f6622e0b6d0d36f4\" tg-width=\"910\" tg-height=\"136\" width=\"100%\" height=\"auto\"/><span>SeekingAlpha</span></p><p>The Activision Blizzard Deal</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/649a0c8700c492a68867d1cf47f450a7\" tg-width=\"1280\" tg-height=\"720\" width=\"100%\" height=\"auto\"/><span>news.microsoft.com</span></p><p>When it comes to acquiring Activision Blizzard, I believe that Microsoft is making a smart move there. Last year, the company reached a market cap of $80 billion. If Microsoft wanted to acquire the business back then, it could easily have done it as it had more than enough cash in its balance sheet. The issue is that if Microsoft wanted to buy ATVI when it was trading at $80 billion, and factoring in a premium of 45%, which is the premium that the company offered to buy ATVI, it would have to pay $116 billion. Besides doing that, Microsoft simply waited for the company to fall in value, and that is when it finally announced that it wanted to acquire this business. By doing so, the company managed to pay $68 billion, or in other words, a bit more than half what it would have to pay if it made this offer a year and a half ago.</p><p>This is one of the most important reasons that I believe the company deserves a premium valuation</p><h2>Concern</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/48e492340c1d40fe00b68b6c731ad960\" tg-width=\"376\" tg-height=\"760\" width=\"100%\" height=\"auto\"/><span>SeekingAlpha</span></p><p>However, the main concern I have about Microsoft is its valuation. For a company that big, which is projected to grow its revenue by 10%-15% for the next 5 years, a P/E ratio of 26 seems a bit expensive. Having said that, the company has proven that it can beat analyst expectations. Factoring in the increasing profit margins, I believe that the company's shareholders will do just fine.</p><h2>Conclusion</h2><p>In my opinion, Microsoft is one of the best of the big tech companies and I think that both its core segment, along with the segments that it will expand into with the acquisitions that it will make, will yield a decent return for its shareholders.</p><p>However, even though I believe that Microsoft Corporation deserves a premium, I would like to see its share price fall a bit further in order to be a bargain and start a position.</p><p>For now, at the price that it is trading at, and bearing in mind everything mentioned above, I think it is safe to say that the company is at least going to match the market. Therefore, I rate Microsoft Corporation as a HOLD.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Microsoft Stock: Almost A Buy</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicrosoft Stock: Almost A Buy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-21 17:46 GMT+8 <a href=https://seekingalpha.com/article/4559158-microsoft-stock-almost-a-buy><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryMicrosoft Corporation has lost a huge portion of its market cap YTD and, although it recently had a spike in its stock price, it keeps dipping overall.If Azure and the other cloud services ...</p>\n\n<a href=\"https://seekingalpha.com/article/4559158-microsoft-stock-almost-a-buy\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"source_url":"https://seekingalpha.com/article/4559158-microsoft-stock-almost-a-buy","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2284700411","content_text":"SummaryMicrosoft Corporation has lost a huge portion of its market cap YTD and, although it recently had a spike in its stock price, it keeps dipping overall.If Azure and the other cloud services manage to keep growing at 30%-35% per year, with decent margins, the entire company will still grow at double digits.Throughout the years, Microsoft has built a great track record when it comes to acquisitions.The main concern I have about Microsoft is its valuation.I think it is safe to say that Microsoft is at least going to match the market, and, therefore, I rate it as a HOLD.Jeenah MoonInvestment ThesisMicrosoft Corporation (NASDAQ:MSFT), like most tech stocks, has lost a huge portion of its market cap YTD and, although it recently had a spike in its stock price, it keeps dipping overall.Data by YChartsHowever, the fundamentals ofthe company keep becoming better as time goes on, and that makes investors wonder if there is a misconnection between the company's fair value and its stock price.Keep reading to find out...Microsoft's Cloud SegmentAlthough the company has had excellent performance in the past, investors keep doubting if Microsoft Corporation can keep growing in double digits, as it is already a mega-cap company. However, some reasons make me believe that the company still has a bright future.Office 365cyware.comOffice 365 has more than 61 million paying users and it is still growing at a rapid pace. Although this segment was growing just fine even before lockdowns, in 2020 the demand for it increased drastically as more and more people started to work from home. I believe that this trend is sustainable, as remote work is not fading away. This trend helps Microsoft, as it increases demand for its products even more and also gives the company some pricing power to increase prices as it already did this March.AzureThis segment of the business is growing by almost 50% annually, and the management has mentioned that they have a decent backlog there. The growth rate is probably going to accelerate in the future.statista.comMicrosoft's Azure not only already has a decent portion of the cloud market, but is also gaining even more market share quarter over quarter, in contrast to Amazon's (AMZN) AWS. AlthoughAWSis the biggest player in this market, its share market has been about the same for the last few years. And as far as Alphabet's (GOOG,GOOGL) Google Cloud is concerned, although it is also gaining market share, it is not profitable like Azure, which is not only profitable but is also growing its margins every single quarter.If Azure and the other cloud services manage to keep growing at 30%-35% per year with decent margins, the entire company will still grow at double digits just thanks to these services.Gaming Segmenttomsguide.comWhen it comes to gaming, and more specifically, when it comes to hardware, there are two main players; Sony's (SONY) PlayStation and Microsoft's Xbox. This used to be a cyclical business, as the massive revenue only lasted for about two years after each console was launched. In the case of Xbox, Microsoft Corporation does not even make money by selling it; so how does the company make money from this segment?Both Microsoft and Sony have realized that offering a cheaper subscription model would be a better way to make money than selling games individually for $50 or $60. In the case of Microsoft, I think that their subscription model is better than Sony's model because, when Microsoft launches a new game, gamers get it on their subscription offer right away. In the case of PlayStation, on the other hand, gamers don't get it on every device on the first day, and that gives Microsoft a comparative advantage against Sony.In addition, if Microsoft eventually manages to acquire Activision Blizzard (ATVI), it will make the company far more competitive, as it will boost its revenue and help it increase its market share in the gaming segment.Moreover, as Microsoft shifts to the subscription model, the revenue generated from this segment becomes much more predictable and consistent.Capital AllocationThroughout the years, Microsoft has built a great track record when it comes to acquisitions.Companies like Alphabet or Meta Platforms (META), just like Microsoft, make so much money in free cash flow that they can decide to reinvest a portion of it to acquire other businesses and buy their growth. The problem is that these companies, in contrast to Microsoft, lose money by acquiring other companies. In the case of Alphabet, for example, the company lost more than $10 billion in other bets. In the case of Meta, the company is investing heavily in Reality Labs, which is at least for now burning cash like crazy. In the case of Microsoft, on the other hand, the company never has had bad investments. As a matter of fact, every year it is investing in more companies, and that helps the company to improve its margins.SeekingAlphaThe Activision Blizzard Dealnews.microsoft.comWhen it comes to acquiring Activision Blizzard, I believe that Microsoft is making a smart move there. Last year, the company reached a market cap of $80 billion. If Microsoft wanted to acquire the business back then, it could easily have done it as it had more than enough cash in its balance sheet. The issue is that if Microsoft wanted to buy ATVI when it was trading at $80 billion, and factoring in a premium of 45%, which is the premium that the company offered to buy ATVI, it would have to pay $116 billion. Besides doing that, Microsoft simply waited for the company to fall in value, and that is when it finally announced that it wanted to acquire this business. By doing so, the company managed to pay $68 billion, or in other words, a bit more than half what it would have to pay if it made this offer a year and a half ago.This is one of the most important reasons that I believe the company deserves a premium valuationConcernSeekingAlphaHowever, the main concern I have about Microsoft is its valuation. For a company that big, which is projected to grow its revenue by 10%-15% for the next 5 years, a P/E ratio of 26 seems a bit expensive. Having said that, the company has proven that it can beat analyst expectations. Factoring in the increasing profit margins, I believe that the company's shareholders will do just fine.ConclusionIn my opinion, Microsoft is one of the best of the big tech companies and I think that both its core segment, along with the segments that it will expand into with the acquisitions that it will make, will yield a decent return for its shareholders.However, even though I believe that Microsoft Corporation deserves a premium, I would like to see its share price fall a bit further in order to be a bargain and start a position.For now, at the price that it is trading at, and bearing in mind everything mentioned above, I think it is safe to say that the company is at least going to match the market. Therefore, I rate Microsoft Corporation as a HOLD.","news_type":1,"symbols_score_info":{"MSFT":1}},"isVote":1,"tweetType":1,"viewCount":1010,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9961112514,"gmtCreate":1668878800838,"gmtModify":1676538123784,"author":{"id":"4097757798233570","authorId":"4097757798233570","name":"Kennytth","avatar":"https://community-static.tradeup.com/news/9f6ba6d4a11e73c06f36cadd5a4473cb","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4097757798233570","idStr":"4097757798233570"},"themes":[],"htmlText":"[LOL] ","listText":"[LOL] ","text":"[LOL]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9961112514","repostId":"1177646844","repostType":2,"repost":{"id":"1177646844","kind":"news","pubTimestamp":1668816096,"share":"https://ttm.financial/m/news/1177646844?lang=en_US&edition=fundamental","pubTime":"2022-11-19 08:01","market":"sg","language":"en","title":"SGX Weekly Review: Temasek-FTX, Warren Buffett’s Big Buy, and Singapore Bank Mortgage Rates","url":"https://stock-news.laohu8.com/highlight/detail?id=1177646844","media":"The Smart Investor","summary":"Welcome to the latest edition of top stock market highlights.Temasek HoldingsInvestment firm Temasek","content":"<html><head></head><body><p>Welcome to the latest edition of top stock market highlights.</p><h2>Temasek Holdings</h2><p>Investment firm Temasek Holdings has been affected by the implosion of popular cryptocurrency trading firm FTX.</p><p>FTX was one of the world’s largest cryptocurrency exchanges before it sought bankruptcy protection last week.</p><p>Its CEO and founder, Sam-Bankman Fried, has also resigned.</p><p>Temasek has released a statement confirming that it will write down its entire US$275 million investment in FTX, regardless of the outcome of the latter’s bankruptcy filing.</p><p>The US$275 million investment was made in two separate tranches between October 2021 to January 2022 for a 2.5% stake in the cryptocurrency outfit.</p><p>It also clarified that it did not invest directly in cryptocurrencies.</p><p>The due diligence process for FTX was extensive and lasted approximately eight months, during which Temasek reviewed the cryptocurrency exchange’s audited financial statements and spoke to numerous people familiar with FTX and its operations.</p><p>Its US$275 million investment made up 0.09% of its total portfolio value of US$403 billion as of 31 March 2022.</p><p>Temasek’s rationale for investing in FTX is based on its belief that cryptocurrency exchanges form a key part of the global financial system.</p><p>Hence, its thesis involved gaining exposure to the crypto markets indirectly through a fee-based model with no trading or balance sheet risk (as no direct investment in any cryptocurrency was made).</p><p>Early-stage investments in such nascent companies make up just 6% of its entire portfolio.</p><p>Thus far, such investments have, on average, generated a mid-teens rate of returns even though such investments are inherently riskier.</p><h2>Warren Buffett and <a href=\"https://laohu8.com/S/TSM\">TSMC</a></h2><p>It’s been a tepid period for the semiconductor industry as chip makers have downgraded their revenue forecasts in light of slowing demand.</p><p>The COVID-fuelled boom had initially led to a chronic undersupply situation as many chip makers ramped up production aggressively to tackle the shortage.</p><p>The pendulum has now swung to the other extreme.</p><p>Chip makers such as Micron Technology (NASDAQ: MU) are scaling back on their capital spending plans for 2023 while clearing excess inventory.</p><p>Intel (NASDAQ: INTC) has also reported waning demand for personal computers as it conducts layoffs to reduce staff costs.</p><p>Amid the gloom, one of the world’s best investors, Warren Buffett, has taken an opposing view.</p><p>The Oracle of Omaha, as he is sometimes called, has scooped up US$5 billion worth of Taiwan Semiconductor Manufacturing Company (NYSE: TSM), or TSMC for his conglomerate Berkshire Hathaway (NYSE: BRK.B).</p><p>Berkshire disclosed that it acquired around 60 million American Depository Receipts (ADRs) of TSMC for the quarter ended 30 September 2022.</p><p>TSMC is the world’s leading chip maker and counts technology giants such as Apple (NASDAQ: AAPL) as its clients.</p><p>It also manufactures semiconductors for clients such as Nvidia (NASDAQ: NVDA) and Qualcomm (NASDAQ: QCOM).</p><p>The nonagenarian investor has a history of shying away from the technology sector in his earlier years but has altered his stance recently by allocating an increasing proportion of Berkshire’s investments to the technology sector.</p><p>Whether Buffett’s bet on TSMC will work out or not remains to seen, but investors should remember that his investments are typically long-term and that he is giving a vote of confidence to semiconductors.</p><h2>Singapore bank mortgage rates</h2><p>As the US Federal Reserve raises its benchmark rates further, the local banks have also hiked their mortgage rates northward.</p><p>It’s the second time in as many months that home loan interest rates have increased.</p><p>All three banks last adjusted their home loan rates in October.</p><p>Back then, DBS Group (SGX: D05) had fired the first salvo by raising its four fixed-rate loan packages to 3.5%.</p><p>Not to be outdone, United Overseas Bank Ltd (SGX: U11), or UOB, raised its two and three-year fixed rate home loan packages to 3.75% and 3.85%, respectively.</p><p>OCBC Ltd (SGX: O39) followed suit by adjusting its two-year fixed rate package to 3.5%, too.</p><p>This round, the banks have bumped up their fixed rate loans to as high as 4.5%.</p><p>DBS’ four fixed-rate loan packages are all set at 4.25% while OCBC’s one and two-year fixed rate mortgage loans are priced at 4.3%.</p><p>UOB now has the highest rates of the trio, with its two-year package fixed at 4.5%.</p><p>With the latest increase, homeowners that need to refinance are left in a quandary.</p><p>They can choose a floating-rate loan such as the one DBS Group is offering. It is priced at 1% above the three-month compounded Singapore Overnight Rate Average (SORA) which is currently at 2.663%.</p><p>The borrowing rate will be lower, at 3.663, than its fixed rate loans of 4.5%, but there is a two-year lock-in period.</p><p>The problem is that any further increases in SORA will then bump up the floating up without the borrower being able to refinance.</p><p>And it looks increasingly like the US central bank is committing to further hikes to stub out high inflation.</p><p>Yet, if the same homeowner chooses a fixed rate package, he or she stands to pay substantially more than in interest payments compared to a year ago.</p><p>It’s not an easy choice, but perhaps these homeowners can park some of their spare cash in shares of DBS Group to somewhat offset the higher interest.</p><p>The lender’s shares are offering a trailing 12-month dividend yield of 4% right now.</p></body></html>","source":"lsy1602567310727","collect":0,"html":"<!DOCTYPE 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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\">\nSGX Weekly Review: Temasek-FTX, Warren Buffett’s Big Buy, and Singapore Bank Mortgage Rates\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-19 08:01 GMT+8 <a href=https://thesmartinvestor.com.sg/top-stock-market-highlights-of-the-week-temasek-ftx-warren-buffetts-big-buy-and-singapore-bank-mortgage-rates/><strong>The Smart Investor</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Welcome to the latest edition of top stock market highlights.Temasek HoldingsInvestment firm Temasek Holdings has been affected by the implosion of popular cryptocurrency trading firm FTX.FTX was one ...</p>\n\n<a href=\"https://thesmartinvestor.com.sg/top-stock-market-highlights-of-the-week-temasek-ftx-warren-buffetts-big-buy-and-singapore-bank-mortgage-rates/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STI.SI":"富时新加坡海峡指数"},"source_url":"https://thesmartinvestor.com.sg/top-stock-market-highlights-of-the-week-temasek-ftx-warren-buffetts-big-buy-and-singapore-bank-mortgage-rates/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177646844","content_text":"Welcome to the latest edition of top stock market highlights.Temasek HoldingsInvestment firm Temasek Holdings has been affected by the implosion of popular cryptocurrency trading firm FTX.FTX was one of the world’s largest cryptocurrency exchanges before it sought bankruptcy protection last week.Its CEO and founder, Sam-Bankman Fried, has also resigned.Temasek has released a statement confirming that it will write down its entire US$275 million investment in FTX, regardless of the outcome of the latter’s bankruptcy filing.The US$275 million investment was made in two separate tranches between October 2021 to January 2022 for a 2.5% stake in the cryptocurrency outfit.It also clarified that it did not invest directly in cryptocurrencies.The due diligence process for FTX was extensive and lasted approximately eight months, during which Temasek reviewed the cryptocurrency exchange’s audited financial statements and spoke to numerous people familiar with FTX and its operations.Its US$275 million investment made up 0.09% of its total portfolio value of US$403 billion as of 31 March 2022.Temasek’s rationale for investing in FTX is based on its belief that cryptocurrency exchanges form a key part of the global financial system.Hence, its thesis involved gaining exposure to the crypto markets indirectly through a fee-based model with no trading or balance sheet risk (as no direct investment in any cryptocurrency was made).Early-stage investments in such nascent companies make up just 6% of its entire portfolio.Thus far, such investments have, on average, generated a mid-teens rate of returns even though such investments are inherently riskier.Warren Buffett and TSMCIt’s been a tepid period for the semiconductor industry as chip makers have downgraded their revenue forecasts in light of slowing demand.The COVID-fuelled boom had initially led to a chronic undersupply situation as many chip makers ramped up production aggressively to tackle the shortage.The pendulum has now swung to the other extreme.Chip makers such as Micron Technology (NASDAQ: MU) are scaling back on their capital spending plans for 2023 while clearing excess inventory.Intel (NASDAQ: INTC) has also reported waning demand for personal computers as it conducts layoffs to reduce staff costs.Amid the gloom, one of the world’s best investors, Warren Buffett, has taken an opposing view.The Oracle of Omaha, as he is sometimes called, has scooped up US$5 billion worth of Taiwan Semiconductor Manufacturing Company (NYSE: TSM), or TSMC for his conglomerate Berkshire Hathaway (NYSE: BRK.B).Berkshire disclosed that it acquired around 60 million American Depository Receipts (ADRs) of TSMC for the quarter ended 30 September 2022.TSMC is the world’s leading chip maker and counts technology giants such as Apple (NASDAQ: AAPL) as its clients.It also manufactures semiconductors for clients such as Nvidia (NASDAQ: NVDA) and Qualcomm (NASDAQ: QCOM).The nonagenarian investor has a history of shying away from the technology sector in his earlier years but has altered his stance recently by allocating an increasing proportion of Berkshire’s investments to the technology sector.Whether Buffett’s bet on TSMC will work out or not remains to seen, but investors should remember that his investments are typically long-term and that he is giving a vote of confidence to semiconductors.Singapore bank mortgage ratesAs the US Federal Reserve raises its benchmark rates further, the local banks have also hiked their mortgage rates northward.It’s the second time in as many months that home loan interest rates have increased.All three banks last adjusted their home loan rates in October.Back then, DBS Group (SGX: D05) had fired the first salvo by raising its four fixed-rate loan packages to 3.5%.Not to be outdone, United Overseas Bank Ltd (SGX: U11), or UOB, raised its two and three-year fixed rate home loan packages to 3.75% and 3.85%, respectively.OCBC Ltd (SGX: O39) followed suit by adjusting its two-year fixed rate package to 3.5%, too.This round, the banks have bumped up their fixed rate loans to as high as 4.5%.DBS’ four fixed-rate loan packages are all set at 4.25% while OCBC’s one and two-year fixed rate mortgage loans are priced at 4.3%.UOB now has the highest rates of the trio, with its two-year package fixed at 4.5%.With the latest increase, homeowners that need to refinance are left in a quandary.They can choose a floating-rate loan such as the one DBS Group is offering. It is priced at 1% above the three-month compounded Singapore Overnight Rate Average (SORA) which is currently at 2.663%.The borrowing rate will be lower, at 3.663, than its fixed rate loans of 4.5%, but there is a two-year lock-in period.The problem is that any further increases in SORA will then bump up the floating up without the borrower being able to refinance.And it looks increasingly like the US central bank is committing to further hikes to stub out high inflation.Yet, if the same homeowner chooses a fixed rate package, he or she stands to pay substantially more than in interest payments compared to a year ago.It’s not an easy choice, but perhaps these homeowners can park some of their spare cash in shares of DBS Group to somewhat offset the higher interest.The lender’s shares are offering a trailing 12-month dividend yield of 4% right now.","news_type":1,"symbols_score_info":{"STI.SI":0.9}},"isVote":1,"tweetType":1,"viewCount":1355,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9963489462,"gmtCreate":1668736145456,"gmtModify":1676538104790,"author":{"id":"4097757798233570","authorId":"4097757798233570","name":"Kennytth","avatar":"https://community-static.tradeup.com/news/9f6ba6d4a11e73c06f36cadd5a4473cb","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4097757798233570","idStr":"4097757798233570"},"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/9963489462","repostId":"1139933900","repostType":2,"isVote":1,"tweetType":1,"viewCount":1005,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9963116972,"gmtCreate":1668617682797,"gmtModify":1676538085559,"author":{"id":"4097757798233570","authorId":"4097757798233570","name":"Kennytth","avatar":"https://community-static.tradeup.com/news/9f6ba6d4a11e73c06f36cadd5a4473cb","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4097757798233570","idStr":"4097757798233570"},"themes":[],"htmlText":"[Salute] ","listText":"[Salute] ","text":"[Salute]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9963116972","repostId":"1115069512","repostType":2,"repost":{"id":"1115069512","kind":"news","pubTimestamp":1668606942,"share":"https://ttm.financial/m/news/1115069512?lang=en_US&edition=fundamental","pubTime":"2022-11-16 21:55","market":"us","language":"en","title":"Singapore’s Sea Is Passing Through the Storm","url":"https://stock-news.laohu8.com/highlight/detail?id=1115069512","media":"The Wall Street Journal","summary":"It might just be possible to get U.S. investors topile back into tech stocksif companies wereto brut","content":"<div>\n<p>It might just be possible to get U.S. investors topile back into tech stocksif companies wereto brutally cut costsand give priority to profits over everything else. Case in point: Singapore’sSeaLtd....</p>\n\n<a href=\"https://www.wsj.com/articles/singapores-sea-is-passing-through-the-storm-11668605616?mod=rss_markets_main\">Source Link</a>\n\n</div>\n","source":"wsj_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Singapore’s Sea Is Passing Through the Storm</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\">\nSingapore’s Sea Is Passing Through the Storm\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-16 21:55 GMT+8 <a href=https://www.wsj.com/articles/singapores-sea-is-passing-through-the-storm-11668605616?mod=rss_markets_main><strong>The Wall Street Journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It might just be possible to get U.S. investors topile back into tech stocksif companies wereto brutally cut costsand give priority to profits over everything else. Case in point: Singapore’sSeaLtd....</p>\n\n<a href=\"https://www.wsj.com/articles/singapores-sea-is-passing-through-the-storm-11668605616?mod=rss_markets_main\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"https://www.wsj.com/articles/singapores-sea-is-passing-through-the-storm-11668605616?mod=rss_markets_main","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115069512","content_text":"It might just be possible to get U.S. investors topile back into tech stocksif companies wereto brutally cut costsand give priority to profits over everything else. Case in point: Singapore’sSeaLtd.SE36.05%increase; green up pointing triangleThe Asian consumer internet company’s beaten-down shares surfed a wave of enthusiasm on Tuesday after it narrowed losses substantially during the third quarter, defying market expectations. They surged 36% in New York trading after having been down 87% from their 52-week high.Sea’s net loss for the quarter, excluding share-based compensation, narrowed to $369.5 million from $450.1 million in the year-ago period as cash burn in its e-commerce business slowed. Revenue was up 17.4%.The company is working toward breaking even on the basis of adjusted earnings before interest, tax, depreciation and amortization in its e-commerce business by the end of 2023, helped by better take rates and scaled-back marketing expenses. It is Sea’s largest segment, followed by gaming.Group Chief ExecutiveForrest Lisaid Sea has entirely shifted its focus from growth to achieving self-sufficiency and profitability as soon as possible without relying on external funding. The company has been walking this talk for a few quarters now: It has slashed jobs,closed its e-commerce operations in Indiaand some European and Latin American markets and stopped making equity investments.Sea’s Asian tech peersGrab Holdingsand GoTo also have seen better days, struggling in an environment of rising interest rates, inflation and slowing growth, andhave shifted their focusto profitability. The script is similar to Silicon Valley’s draconian new approach to stem the slide in market valuations:slashing costs to deal with slowing growth.Despite the risk ofa global recession in 2023, Sea’s stock could see some further upside as the company accelerates its path to profitability and if it succeeds in reversing its cash burn by the end of next year. It currently trades at only 2.46 times projected sales for the next 12 months, according to FactSet, down from a multiple of 8.58 at the beginning of the year and as high as 18 in February 2021. The average analyst rating on the stock is overweight.A fly in the ointment could be Sea’s profitable gaming business continuing to see moderation in user spending as the pandemic boost keeps waning. The unit, which generates 28% of group revenue, is under pressure due to excessive reliance on its game “Free Fire.”Bernstein analysts Venugopal Garre and Ankit Agrawal say Sea has demonstrated its ability to substantially reduce e-commerce losses through increased efforts to monetize the platform and cost reductions and they expect “self-sufficiency” to remain a keyword at the company with continued quarterly improvement.After years of burning cash in a fight for market share, Sea’s new reality is sobering. The faster internet companies accept it, the better.","news_type":1,"symbols_score_info":{"SE":0.9}},"isVote":1,"tweetType":1,"viewCount":855,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9963111637,"gmtCreate":1668616625930,"gmtModify":1676538085464,"author":{"id":"4097757798233570","authorId":"4097757798233570","name":"Kennytth","avatar":"https://community-static.tradeup.com/news/9f6ba6d4a11e73c06f36cadd5a4473cb","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4097757798233570","idStr":"4097757798233570"},"themes":[],"htmlText":"[Cool] ","listText":"[Cool] ","text":"[Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9963111637","repostId":"1157078528","repostType":2,"repost":{"id":"1157078528","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":1668609577,"share":"https://ttm.financial/m/news/1157078528?lang=en_US&edition=fundamental","pubTime":"2022-11-16 22:39","market":"us","language":"en","title":"Grab Jumped 9.6% as Revenue More Than Doubles","url":"https://stock-news.laohu8.com/highlight/detail?id=1157078528","media":"Tiger Newspress","summary":"Grab jumped 9.6% as revenue more than doubles.Grab narrowed its net loss to US$327 million for Q3 en","content":"<html><head></head><body><p>Grab jumped 9.6% as revenue more than doubles.<img src=\"https://static.tigerbbs.com/c69cf521ec2422a222be819eacc420f6\" tg-width=\"833\" tg-height=\"842\" referrerpolicy=\"no-referrer\"/>Grab narrowed its net loss to US$327 million for Q3 ended September, an improvement from the US$970 million loss a year ago. This was primarily due to the elimination of non-cash interest expenses from Grab’s convertible redeemable preference shares upon its December 2021 listing.</p><p>Revenue for the company grew 143 per cent to US$382 million in Q3, lifted by a doubling in mobility revenue and 250 per cent growth in deliveries’ revenue year on year. This came as gross merchandise value (GMV) was up 26 per cent to US$5.1 billion.</p><p>With this set of earnings, Grab’s deliveries segment has hit positive adjusted Ebitda (earnings before interest, taxes, depreciation and amortisation) for the first time, three quarters ahead of previous guidance. This was possible due to the optimisation of incentive spend and contributions from its Malaysian retail chain, Jaya Grocer.</p><p>The food-delivery sub-segment also turned adjusted-Ebitda positive in Q3, two quarters ahead of previous guidance.</p><p>On the back of the positive showing, Grab has lifted its FY2022 revenue guidance to between US$1.32 billion and US$1.35 billion, up from the US$1.25 billion-to-US$1.3 billion range. It has aso revised its H2 2022 adjusted Ebitda guidance to negative US$315 million, an improvement from negative US$380 million.</p><p>Under its cash-preservation strategy, Grab will repurchase up to US$750 million of an outstanding US$2 billion term loan. The facility was issued in January 2021 and has a tenor of five years.</p><p>The repurchase is expected to create significant interest expense savings, Grab said, adding that it had US$5.3 billion in net cash liquidity as at end-September, providing an “ample net cash buffer”. The company expects to hit group adjusted Ebitda break-even in the second half of 2024.</p><p>The continued easing of Covid-19 restrictions, as well as efforts to improve driver supply, lifted Grab’s Q3 mobility revenue 101 per cent to US$176 million. The segment’s adjusted Ebitda was likewise up 112 per cent to US$135 million.</p><p>Driver numbers are, however, still short of pre-pandemic levels, with the monthly average number of active drivers in Q3 at 80 per cent that of Q4 2019.</p><p>In the deliveries segment, the company’s focus on higher-quality GMV transactions and contributions from Jaya Grocer sent revenue up 250 per cent to US$171 million. Grab also posted a higher commission rate of 21.2 per cent, up from 18.2 per cent a year ago.</p><p>This brought the segment into the black, with an adjusted Ebitda of US$9 million, in contrast to the US$22 million adjusted Ebitda loss a year ago.</p><p>The financial-services segment, however, sank deeper into the red, with a US$104 million adjusted Ebitda loss, wider than the year-ago US$76 million adjusted Ebitda loss. This came despite revenue having risen 44 per cent to US$20 million. The bottomline was weighed down by expenses in digibank operations.</p><p>Nevertheless, Grab highlighted that its loan disbursements are up 121 per cent year on year. The number of active drivers with a loan from Grab has more than doubled, while non-performing loans are in “low single digits”.</p><p>Revenue for the company’s enterprise and new initiatives unit, which includes its nascent GrabMaps business, more than doubled to US$15 million, driven by contributions from advertising services. The segment’s adjusted Ebitda stood at US$8 million, up from US$1 million a year ago.</p><p>Grab chief Anthony Tan said that the Q3 results show the company’s ability to drive growth and profitability at the same time, with deliveries’ break-even coming earlier than expected.</p><p>“We accomplished this by staying laser-focused on our cost structure and incentives, while innovating on services that increase synergies within our superapp ecosystem to promote transaction frequency, user retention and engagement,” he said.</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>Grab Jumped 9.6% as Revenue More Than Doubles</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\">\nGrab Jumped 9.6% as Revenue More Than Doubles\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\">2022-11-16 22:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Grab jumped 9.6% as revenue more than doubles.<img src=\"https://static.tigerbbs.com/c69cf521ec2422a222be819eacc420f6\" tg-width=\"833\" tg-height=\"842\" referrerpolicy=\"no-referrer\"/>Grab narrowed its net loss to US$327 million for Q3 ended September, an improvement from the US$970 million loss a year ago. This was primarily due to the elimination of non-cash interest expenses from Grab’s convertible redeemable preference shares upon its December 2021 listing.</p><p>Revenue for the company grew 143 per cent to US$382 million in Q3, lifted by a doubling in mobility revenue and 250 per cent growth in deliveries’ revenue year on year. This came as gross merchandise value (GMV) was up 26 per cent to US$5.1 billion.</p><p>With this set of earnings, Grab’s deliveries segment has hit positive adjusted Ebitda (earnings before interest, taxes, depreciation and amortisation) for the first time, three quarters ahead of previous guidance. This was possible due to the optimisation of incentive spend and contributions from its Malaysian retail chain, Jaya Grocer.</p><p>The food-delivery sub-segment also turned adjusted-Ebitda positive in Q3, two quarters ahead of previous guidance.</p><p>On the back of the positive showing, Grab has lifted its FY2022 revenue guidance to between US$1.32 billion and US$1.35 billion, up from the US$1.25 billion-to-US$1.3 billion range. It has aso revised its H2 2022 adjusted Ebitda guidance to negative US$315 million, an improvement from negative US$380 million.</p><p>Under its cash-preservation strategy, Grab will repurchase up to US$750 million of an outstanding US$2 billion term loan. The facility was issued in January 2021 and has a tenor of five years.</p><p>The repurchase is expected to create significant interest expense savings, Grab said, adding that it had US$5.3 billion in net cash liquidity as at end-September, providing an “ample net cash buffer”. The company expects to hit group adjusted Ebitda break-even in the second half of 2024.</p><p>The continued easing of Covid-19 restrictions, as well as efforts to improve driver supply, lifted Grab’s Q3 mobility revenue 101 per cent to US$176 million. The segment’s adjusted Ebitda was likewise up 112 per cent to US$135 million.</p><p>Driver numbers are, however, still short of pre-pandemic levels, with the monthly average number of active drivers in Q3 at 80 per cent that of Q4 2019.</p><p>In the deliveries segment, the company’s focus on higher-quality GMV transactions and contributions from Jaya Grocer sent revenue up 250 per cent to US$171 million. Grab also posted a higher commission rate of 21.2 per cent, up from 18.2 per cent a year ago.</p><p>This brought the segment into the black, with an adjusted Ebitda of US$9 million, in contrast to the US$22 million adjusted Ebitda loss a year ago.</p><p>The financial-services segment, however, sank deeper into the red, with a US$104 million adjusted Ebitda loss, wider than the year-ago US$76 million adjusted Ebitda loss. This came despite revenue having risen 44 per cent to US$20 million. The bottomline was weighed down by expenses in digibank operations.</p><p>Nevertheless, Grab highlighted that its loan disbursements are up 121 per cent year on year. The number of active drivers with a loan from Grab has more than doubled, while non-performing loans are in “low single digits”.</p><p>Revenue for the company’s enterprise and new initiatives unit, which includes its nascent GrabMaps business, more than doubled to US$15 million, driven by contributions from advertising services. The segment’s adjusted Ebitda stood at US$8 million, up from US$1 million a year ago.</p><p>Grab chief Anthony Tan said that the Q3 results show the company’s ability to drive growth and profitability at the same time, with deliveries’ break-even coming earlier than expected.</p><p>“We accomplished this by staying laser-focused on our cost structure and incentives, while innovating on services that increase synergies within our superapp ecosystem to promote transaction frequency, user retention and engagement,” he said.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GRAB":"Grab Holdings"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157078528","content_text":"Grab jumped 9.6% as revenue more than doubles.Grab narrowed its net loss to US$327 million for Q3 ended September, an improvement from the US$970 million loss a year ago. This was primarily due to the elimination of non-cash interest expenses from Grab’s convertible redeemable preference shares upon its December 2021 listing.Revenue for the company grew 143 per cent to US$382 million in Q3, lifted by a doubling in mobility revenue and 250 per cent growth in deliveries’ revenue year on year. This came as gross merchandise value (GMV) was up 26 per cent to US$5.1 billion.With this set of earnings, Grab’s deliveries segment has hit positive adjusted Ebitda (earnings before interest, taxes, depreciation and amortisation) for the first time, three quarters ahead of previous guidance. This was possible due to the optimisation of incentive spend and contributions from its Malaysian retail chain, Jaya Grocer.The food-delivery sub-segment also turned adjusted-Ebitda positive in Q3, two quarters ahead of previous guidance.On the back of the positive showing, Grab has lifted its FY2022 revenue guidance to between US$1.32 billion and US$1.35 billion, up from the US$1.25 billion-to-US$1.3 billion range. It has aso revised its H2 2022 adjusted Ebitda guidance to negative US$315 million, an improvement from negative US$380 million.Under its cash-preservation strategy, Grab will repurchase up to US$750 million of an outstanding US$2 billion term loan. The facility was issued in January 2021 and has a tenor of five years.The repurchase is expected to create significant interest expense savings, Grab said, adding that it had US$5.3 billion in net cash liquidity as at end-September, providing an “ample net cash buffer”. The company expects to hit group adjusted Ebitda break-even in the second half of 2024.The continued easing of Covid-19 restrictions, as well as efforts to improve driver supply, lifted Grab’s Q3 mobility revenue 101 per cent to US$176 million. The segment’s adjusted Ebitda was likewise up 112 per cent to US$135 million.Driver numbers are, however, still short of pre-pandemic levels, with the monthly average number of active drivers in Q3 at 80 per cent that of Q4 2019.In the deliveries segment, the company’s focus on higher-quality GMV transactions and contributions from Jaya Grocer sent revenue up 250 per cent to US$171 million. Grab also posted a higher commission rate of 21.2 per cent, up from 18.2 per cent a year ago.This brought the segment into the black, with an adjusted Ebitda of US$9 million, in contrast to the US$22 million adjusted Ebitda loss a year ago.The financial-services segment, however, sank deeper into the red, with a US$104 million adjusted Ebitda loss, wider than the year-ago US$76 million adjusted Ebitda loss. This came despite revenue having risen 44 per cent to US$20 million. The bottomline was weighed down by expenses in digibank operations.Nevertheless, Grab highlighted that its loan disbursements are up 121 per cent year on year. The number of active drivers with a loan from Grab has more than doubled, while non-performing loans are in “low single digits”.Revenue for the company’s enterprise and new initiatives unit, which includes its nascent GrabMaps business, more than doubled to US$15 million, driven by contributions from advertising services. The segment’s adjusted Ebitda stood at US$8 million, up from US$1 million a year ago.Grab chief Anthony Tan said that the Q3 results show the company’s ability to drive growth and profitability at the same time, with deliveries’ break-even coming earlier than expected.“We accomplished this by staying laser-focused on our cost structure and incentives, while innovating on services that increase synergies within our superapp ecosystem to promote transaction frequency, user retention and engagement,” he said.","news_type":1,"symbols_score_info":{"GRAB":0.9}},"isVote":1,"tweetType":1,"viewCount":1412,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9963113521,"gmtCreate":1668616455863,"gmtModify":1676538085441,"author":{"id":"4097757798233570","authorId":"4097757798233570","name":"Kennytth","avatar":"https://community-static.tradeup.com/news/9f6ba6d4a11e73c06f36cadd5a4473cb","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4097757798233570","idStr":"4097757798233570"},"themes":[],"htmlText":"[Sad] ","listText":"[Sad] ","text":"[Sad]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9963113521","repostId":"1135515439","repostType":2,"repost":{"id":"1135515439","kind":"news","pubTimestamp":1668611266,"share":"https://ttm.financial/m/news/1135515439?lang=en_US&edition=fundamental","pubTime":"2022-11-16 23:07","market":"us","language":"en","title":"Top Calls on Wall Street: Micron, Qualcomm, Tencent Music and More","url":"https://stock-news.laohu8.com/highlight/detail?id=1135515439","media":"The Fly","summary":"Top 5 Upgrades:Atlantic Equities analyst Richard Radbourne upgraded Xylem(XYL) to Overweight from Ne","content":"<html><head></head><body><p><b>Top 5 Upgrades:</b></p><ul><li>Atlantic Equities analyst Richard Radbourne upgraded <b>Xylem</b>(XYL) to Overweight from Neutral with a price target of $129, up from $110. Supply chain constraints weighed heavily on Xylem during 2022 but these are now easing and should allow the M&CS business to become an earnings tailwind during fiscal 2023, Radbourne tells investors in a research note.</li><li>Benchmark analyst Fawne Jiang upgraded <b>Tencent Music</b>(TME) to Buy from Hold with a $7 price target post third quarter results. The analyst cites "structural" margin improvement of the music segment, the fundamental turnaround of its ad and digital album businesses, and its effective cost saving.</li><li>Wells Fargo analyst Stephen Baxter upgraded <b>Oscar Health</b>(OSCR) to Overweight from Equal Weight with a price target of $4, down from $8.50. While the range of outcomes remains wide, the analyst believes risk/reward skews to the upside following significant year-to-date underperformance.</li><li>Goldman Sachs analyst Alex Scott upgraded <b>Lincoln National</b>(LNC) to Buy from Neutral with a price target of $46, down from $50. The company should be able to rebuild its capital base and display its "relatively strong" underlying capital generation faster than investors are expecting, Scott tells investors in a research note.</li><li>Daiwa analyst Carlton Lai upgraded <b>Huya</b>(HUYA) to Buy from Outperform with a price target of $3.60, down from $4 post third quarter results. Huya will report a large loss in Q4, but "things will improve in 2023," Lai tells investors in a research note.</li></ul><p><b>Top 5 Downgrades:</b></p><ul><li>UBS analyst Michael Lasser downgraded <b>Advance Auto Parts</b>(AAP) to Neutral from Buy with a price target of $182, down from $230 after its Q3 earnings miss. It is becoming more difficult to defend the stock as the company is losing market share with another 0.7% decline in comps, the analyst tells investors in a research note.</li><li>Credit Suisse analyst Chris Caso downgraded <b>Texas Instruments</b>(TXN) to Neutral from Outperform with a price target of $205, up from $185, after assuming coverage of the name. While all semis are likely to endure some degree of correction in 2023, Texas Instruments' large exposure to industrial makes it very challenging to identify the "real" level of demand, since the significant shortages that occurred over the last year gave customers every incentive to have built inventory where they could, Caso argues.</li><li>Argus analyst Kevin Heal downgraded <b>Rocket Companies</b>(RKT) to Sell from Hold. The analyst cites the company's position as the second largest U.S. mortgage originator with approximately 5% of the overall market, noting that as mortgage rates have recently risen to 7%, origination volumes are expected to drop 50% from 2021 levels, with further declines expected in 2023.</li><li>Deutsche Bank analyst Pito Chickering downgraded <b>Medtronic</b>(MDT) to Hold from Buy with a price target of $85, down from $121. The company has had a challenging 12 months, with several product issues in Q4 of 2021 followed by macro headwinds impacting earnings growth in fiscal 2023, Chickering tells investors in a research note.</li><li>Citi analyst Brian Gong downgraded <b>Huya</b> to Sell from Neutral with a price target of $3, down from $4, after the company reported Q3 results. Though Huya is likely to continue to optimize costs to improve margin over the long-term, he has turned more cautious given that the eSports industry could face "a structurally more challenging growth outlook with limited headroom for user growth and monetization potential."</li></ul><p><b>Top 5 Initiations:</b></p><ul><li>Credit Suisse analyst Chris Caso initiated coverage of <b>Micron Technology</b>(MU) with an Outperform rating and $78 price target, implying 25% upside potential from current levels. The analyst thinks long-term DRAM and NAND industry growth is intact.</li><li>Credit Suisse analyst Chris Caso initiated coverage of <b>Qualcomm</b>(QCOM) with an Outperform rating and $150 price target. Qualcomm has more short-term security than others in the group since Android has already corrected and the company is shipping below consumption, Caso says.</li><li>Credit Suisse analyst Chris Caso initiated coverage of <b>Qorvo</b>(QRVO) with an Outperform rating and $120 price target. Qorvo has cyclical exposure to handsets along with increasing diversification into non-handset businesses that will provide higher growth, Caso tells investors.</li><li>Edward Jones analyst Logan Purk initiated coverage of <b>Synopsys</b>(SNPS) with a Hold rating. The company will benefit from growing demand for semiconductors used in autonomous driving, 5G and artificial intelligence, but the positive outlook is fairly captured in the current share price, Purk tells investors in a research note.</li><li>Needham analyst Charles Shi initiated coverage of <b>Altair Engineering</b>(ALTR) with a Buy rating and $60 price target. The company's core simulation business, which is indexed to R&D spending across automotive, aerospace, financial services, and others, will help Altair prove resilient in a recessionary macroeconomic environment, the analyst tells investors in a research note.</li></ul></body></html>","source":"lsy1666364704704","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>Top Calls on Wall Street: Micron, Qualcomm, Tencent Music and More</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\">\nTop Calls on Wall Street: Micron, Qualcomm, Tencent Music and More\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-16 23:07 GMT+8 <a href=https://thefly.com/landingPageNews.php?id=3619612&headline=XYL;TME;OSCR;LNC;HUYA;MDT;TXN;MU;QCOM;QRVO;SNPS;ALTR;AAP;RKT-Street-Wrap-Todays-Top--Upgrades-Downgrades-Initiations><strong>The Fly</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Top 5 Upgrades:Atlantic Equities analyst Richard Radbourne upgraded Xylem(XYL) to Overweight from Neutral with a price target of $129, up from $110. Supply chain constraints weighed heavily on Xylem ...</p>\n\n<a href=\"https://thefly.com/landingPageNews.php?id=3619612&headline=XYL;TME;OSCR;LNC;HUYA;MDT;TXN;MU;QCOM;QRVO;SNPS;ALTR;AAP;RKT-Street-Wrap-Todays-Top--Upgrades-Downgrades-Initiations\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MU":"美光科技","QCOM":"高通","TME":"腾讯音乐"},"source_url":"https://thefly.com/landingPageNews.php?id=3619612&headline=XYL;TME;OSCR;LNC;HUYA;MDT;TXN;MU;QCOM;QRVO;SNPS;ALTR;AAP;RKT-Street-Wrap-Todays-Top--Upgrades-Downgrades-Initiations","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135515439","content_text":"Top 5 Upgrades:Atlantic Equities analyst Richard Radbourne upgraded Xylem(XYL) to Overweight from Neutral with a price target of $129, up from $110. Supply chain constraints weighed heavily on Xylem during 2022 but these are now easing and should allow the M&CS business to become an earnings tailwind during fiscal 2023, Radbourne tells investors in a research note.Benchmark analyst Fawne Jiang upgraded Tencent Music(TME) to Buy from Hold with a $7 price target post third quarter results. The analyst cites \"structural\" margin improvement of the music segment, the fundamental turnaround of its ad and digital album businesses, and its effective cost saving.Wells Fargo analyst Stephen Baxter upgraded Oscar Health(OSCR) to Overweight from Equal Weight with a price target of $4, down from $8.50. While the range of outcomes remains wide, the analyst believes risk/reward skews to the upside following significant year-to-date underperformance.Goldman Sachs analyst Alex Scott upgraded Lincoln National(LNC) to Buy from Neutral with a price target of $46, down from $50. The company should be able to rebuild its capital base and display its \"relatively strong\" underlying capital generation faster than investors are expecting, Scott tells investors in a research note.Daiwa analyst Carlton Lai upgraded Huya(HUYA) to Buy from Outperform with a price target of $3.60, down from $4 post third quarter results. Huya will report a large loss in Q4, but \"things will improve in 2023,\" Lai tells investors in a research note.Top 5 Downgrades:UBS analyst Michael Lasser downgraded Advance Auto Parts(AAP) to Neutral from Buy with a price target of $182, down from $230 after its Q3 earnings miss. It is becoming more difficult to defend the stock as the company is losing market share with another 0.7% decline in comps, the analyst tells investors in a research note.Credit Suisse analyst Chris Caso downgraded Texas Instruments(TXN) to Neutral from Outperform with a price target of $205, up from $185, after assuming coverage of the name. While all semis are likely to endure some degree of correction in 2023, Texas Instruments' large exposure to industrial makes it very challenging to identify the \"real\" level of demand, since the significant shortages that occurred over the last year gave customers every incentive to have built inventory where they could, Caso argues.Argus analyst Kevin Heal downgraded Rocket Companies(RKT) to Sell from Hold. The analyst cites the company's position as the second largest U.S. mortgage originator with approximately 5% of the overall market, noting that as mortgage rates have recently risen to 7%, origination volumes are expected to drop 50% from 2021 levels, with further declines expected in 2023.Deutsche Bank analyst Pito Chickering downgraded Medtronic(MDT) to Hold from Buy with a price target of $85, down from $121. The company has had a challenging 12 months, with several product issues in Q4 of 2021 followed by macro headwinds impacting earnings growth in fiscal 2023, Chickering tells investors in a research note.Citi analyst Brian Gong downgraded Huya to Sell from Neutral with a price target of $3, down from $4, after the company reported Q3 results. Though Huya is likely to continue to optimize costs to improve margin over the long-term, he has turned more cautious given that the eSports industry could face \"a structurally more challenging growth outlook with limited headroom for user growth and monetization potential.\"Top 5 Initiations:Credit Suisse analyst Chris Caso initiated coverage of Micron Technology(MU) with an Outperform rating and $78 price target, implying 25% upside potential from current levels. The analyst thinks long-term DRAM and NAND industry growth is intact.Credit Suisse analyst Chris Caso initiated coverage of Qualcomm(QCOM) with an Outperform rating and $150 price target. Qualcomm has more short-term security than others in the group since Android has already corrected and the company is shipping below consumption, Caso says.Credit Suisse analyst Chris Caso initiated coverage of Qorvo(QRVO) with an Outperform rating and $120 price target. Qorvo has cyclical exposure to handsets along with increasing diversification into non-handset businesses that will provide higher growth, Caso tells investors.Edward Jones analyst Logan Purk initiated coverage of Synopsys(SNPS) with a Hold rating. The company will benefit from growing demand for semiconductors used in autonomous driving, 5G and artificial intelligence, but the positive outlook is fairly captured in the current share price, Purk tells investors in a research note.Needham analyst Charles Shi initiated coverage of Altair Engineering(ALTR) with a Buy rating and $60 price target. The company's core simulation business, which is indexed to R&D spending across automotive, aerospace, financial services, and others, will help Altair prove resilient in a recessionary macroeconomic environment, the analyst tells investors in a research note.","news_type":1,"symbols_score_info":{"QCOM":0.9,"MU":0.9,"TME":0.9}},"isVote":1,"tweetType":1,"viewCount":1179,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9963113291,"gmtCreate":1668616432514,"gmtModify":1676538085441,"author":{"id":"4097757798233570","authorId":"4097757798233570","name":"Kennytth","avatar":"https://community-static.tradeup.com/news/9f6ba6d4a11e73c06f36cadd5a4473cb","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4097757798233570","idStr":"4097757798233570"},"themes":[],"htmlText":"[Facepalm] ","listText":"[Facepalm] ","text":"[Facepalm]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9963113291","repostId":"1111705811","repostType":2,"repost":{"id":"1111705811","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":1668610894,"share":"https://ttm.financial/m/news/1111705811?lang=en_US&edition=fundamental","pubTime":"2022-11-16 23:01","market":"us","language":"en","title":"EV Stocks Crashed in Morning Trading, with Arrival Slumping 9.75%","url":"https://stock-news.laohu8.com/highlight/detail?id=1111705811","media":"Tiger Newspress","summary":"EV stocks crashed in morning trading, with Arrival slumping 9.75%.","content":"<html><head></head><body><p>EV stocks crashed in morning trading, with Arrival slumping 9.75%.<img src=\"https://static.tigerbbs.com/c17c955ec6ab52edc9924eb2f22781fe\" tg-width=\"404\" tg-height=\"782\" width=\"100%\" height=\"auto\"/></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>EV Stocks Crashed in Morning Trading, with Arrival Slumping 9.75%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nEV Stocks Crashed in Morning Trading, with Arrival Slumping 9.75%\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\">2022-11-16 23:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>EV stocks crashed in morning trading, with Arrival slumping 9.75%.<img src=\"https://static.tigerbbs.com/c17c955ec6ab52edc9924eb2f22781fe\" tg-width=\"404\" tg-height=\"782\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111705811","content_text":"EV stocks crashed in morning trading, with Arrival slumping 9.75%.","news_type":1,"symbols_score_info":{"NIO":0.9,"ARVL":0.9,"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":1053,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9969299043,"gmtCreate":1668448408282,"gmtModify":1676538057830,"author":{"id":"4097757798233570","authorId":"4097757798233570","name":"Kennytth","avatar":"https://community-static.tradeup.com/news/9f6ba6d4a11e73c06f36cadd5a4473cb","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4097757798233570","idStr":"4097757798233570"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9969299043","repostId":"1110302539","repostType":2,"isVote":1,"tweetType":1,"viewCount":1307,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9985270245,"gmtCreate":1667416448787,"gmtModify":1676537913477,"author":{"id":"4097757798233570","authorId":"4097757798233570","name":"Kennytth","avatar":"https://community-static.tradeup.com/news/9f6ba6d4a11e73c06f36cadd5a4473cb","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4097757798233570","authorIdStr":"4097757798233570"},"themes":[],"htmlText":"Go with the flow","listText":"Go with the flow","text":"Go with the flow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9985270245","repostId":"1153916271","repostType":2,"repost":{"id":"1153916271","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":1667417189,"share":"https://ttm.financial/m/news/1153916271?lang=en_US&edition=fundamental","pubTime":"2022-11-03 03:26","market":"us","language":"en","title":"Stocks Fall As Powell Says Terminal Interest Rate Will Be Higher Than Previously Expected","url":"https://stock-news.laohu8.com/highlight/detail?id=1153916271","media":"Tiger Newspress","summary":"The S&P 500 fell on Wednesday in wild action as traders tried to interpret the Federal Reserve’s nex","content":"<html><head></head><body><p>The S&P 500 fell on Wednesday in wild action as traders tried to interpret the Federal Reserve’s next move after it delivered another widely expected three-quarter point interest rate hike.</p><p>The S&P 500 was last down 1.67% and Nasdaq Composite was off by 2.46%. The Dow Jones Industrial Average was last down 272 points. The major averages bounced in violent action between gains and losses following the Fed’s afternoon decision.</p><p><img src=\"https://static.tigerbbs.com/5a7fcd5d3bb4ea392622d42f032c5ca9\" tg-width=\"1080\" tg-height=\"477\" referrerpolicy=\"no-referrer\"/></p><p>The Fed implemented another widely expected 0.75 percentage point rate increase, its fourth hike in a row of that caliber, as it battles high inflation and signaled a potential shift in its policy stance.</p><p>But more importantly, the new statement hinted at a possible policy change, saying the Fed “will take into account the cumulative tightening of monetary policy, the lags with which monetary policy affects economic activity and inflation, and economic and financial developments.”</p><p>Stocks initially surged as traders cheered the hint of a possible slowing in tightening. However, major averages then declined when Fed Chair Jerome Powell said in a press conference that rates could go higher still.</p><p>“We still have some ways to go and incoming data since our last meeting suggests that the ultimate level of interest rates will be higher than previously expected,” said Powell.</p><p>“The initial reaction is investors were looking for some acknowledgment there’s two-way risk … they at least opened the door for that,” said Keith Lerner, Truist’s chief market strategist. “They’ve done these super-sized rate hikes. That works with a lag. The market wants the Fed to move away from that myopic focus on inflation. They did that.”</p><p>The central bank’s decision comes after the release of strong jobs data, with better-than-expected private payrolls data for October painting a resilient labor market. The JOLTS report Tuesday also conveyed a tight jobs market despite the Fed’s aggressive tightening clip.</p><p>In other economic news, mortgage application data for last week came in flat despite a slight tick lower in rates.</p><p>Earnings continued with strong results from CVS Health. Advanced Micro Devices rose despite a top and bottom line miss, and Boeing shares gained on strong cash flow comments.</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>Stocks Fall As Powell Says Terminal Interest Rate Will Be Higher Than Previously Expected</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\">\nStocks Fall As Powell Says Terminal Interest Rate Will Be Higher Than Previously Expected\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\">2022-11-03 03:26</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The S&P 500 fell on Wednesday in wild action as traders tried to interpret the Federal Reserve’s next move after it delivered another widely expected three-quarter point interest rate hike.</p><p>The S&P 500 was last down 1.67% and Nasdaq Composite was off by 2.46%. The Dow Jones Industrial Average was last down 272 points. The major averages bounced in violent action between gains and losses following the Fed’s afternoon decision.</p><p><img src=\"https://static.tigerbbs.com/5a7fcd5d3bb4ea392622d42f032c5ca9\" tg-width=\"1080\" tg-height=\"477\" referrerpolicy=\"no-referrer\"/></p><p>The Fed implemented another widely expected 0.75 percentage point rate increase, its fourth hike in a row of that caliber, as it battles high inflation and signaled a potential shift in its policy stance.</p><p>But more importantly, the new statement hinted at a possible policy change, saying the Fed “will take into account the cumulative tightening of monetary policy, the lags with which monetary policy affects economic activity and inflation, and economic and financial developments.”</p><p>Stocks initially surged as traders cheered the hint of a possible slowing in tightening. However, major averages then declined when Fed Chair Jerome Powell said in a press conference that rates could go higher still.</p><p>“We still have some ways to go and incoming data since our last meeting suggests that the ultimate level of interest rates will be higher than previously expected,” said Powell.</p><p>“The initial reaction is investors were looking for some acknowledgment there’s two-way risk … they at least opened the door for that,” said Keith Lerner, Truist’s chief market strategist. “They’ve done these super-sized rate hikes. That works with a lag. The market wants the Fed to move away from that myopic focus on inflation. They did that.”</p><p>The central bank’s decision comes after the release of strong jobs data, with better-than-expected private payrolls data for October painting a resilient labor market. The JOLTS report Tuesday also conveyed a tight jobs market despite the Fed’s aggressive tightening clip.</p><p>In other economic news, mortgage application data for last week came in flat despite a slight tick lower in rates.</p><p>Earnings continued with strong results from CVS Health. Advanced Micro Devices rose despite a top and bottom line miss, and Boeing shares gained on strong cash flow comments.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153916271","content_text":"The S&P 500 fell on Wednesday in wild action as traders tried to interpret the Federal Reserve’s next move after it delivered another widely expected three-quarter point interest rate hike.The S&P 500 was last down 1.67% and Nasdaq Composite was off by 2.46%. The Dow Jones Industrial Average was last down 272 points. The major averages bounced in violent action between gains and losses following the Fed’s afternoon decision.The Fed implemented another widely expected 0.75 percentage point rate increase, its fourth hike in a row of that caliber, as it battles high inflation and signaled a potential shift in its policy stance.But more importantly, the new statement hinted at a possible policy change, saying the Fed “will take into account the cumulative tightening of monetary policy, the lags with which monetary policy affects economic activity and inflation, and economic and financial developments.”Stocks initially surged as traders cheered the hint of a possible slowing in tightening. However, major averages then declined when Fed Chair Jerome Powell said in a press conference that rates could go higher still.“We still have some ways to go and incoming data since our last meeting suggests that the ultimate level of interest rates will be higher than previously expected,” said Powell.“The initial reaction is investors were looking for some acknowledgment there’s two-way risk … they at least opened the door for that,” said Keith Lerner, Truist’s chief market strategist. “They’ve done these super-sized rate hikes. That works with a lag. The market wants the Fed to move away from that myopic focus on inflation. They did that.”The central bank’s decision comes after the release of strong jobs data, with better-than-expected private payrolls data for October painting a resilient labor market. The JOLTS report Tuesday also conveyed a tight jobs market despite the Fed’s aggressive tightening clip.In other economic news, mortgage application data for last week came in flat despite a slight tick lower in rates.Earnings continued with strong results from CVS Health. Advanced Micro Devices rose despite a top and bottom line miss, and Boeing shares gained on strong cash flow comments.","news_type":1,"symbols_score_info":{".SPX":0.9,".IXIC":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":447,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9986932741,"gmtCreate":1666874704783,"gmtModify":1676537820842,"author":{"id":"4097757798233570","authorId":"4097757798233570","name":"Kennytth","avatar":"https://community-static.tradeup.com/news/9f6ba6d4a11e73c06f36cadd5a4473cb","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4097757798233570","authorIdStr":"4097757798233570"},"themes":[],"htmlText":"Hurray","listText":"Hurray","text":"Hurray","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9986932741","repostId":"1176371401","repostType":2,"repost":{"id":"1176371401","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":1666873879,"share":"https://ttm.financial/m/news/1176371401?lang=en_US&edition=fundamental","pubTime":"2022-10-27 20:31","market":"us","language":"en","title":"U.S. GDP Increases By 2.6% Annual Rate in Third Quarter, Above Forecast","url":"https://stock-news.laohu8.com/highlight/detail?id=1176371401","media":"Tiger Newspress","summary":"The U.S. economy posted its first period of positive growth for 2022 in the third quarter, at least ","content":"<html><head></head><body><p>The U.S. economy posted its first period of positive growth for 2022 in the third quarter, at least temporarily easing inflation fears, the Bureau of Economic Analysis reported Thursday.</p><p>GDP, a sum of all the goods and services produced from July through September, increased at a 2.6% annualized pace for the period, against the Dow Jones estimate for 2.3%.</p><p>That reading follows consecutive negative quarters to start the year, meeting a commonly accepted definition of recession, though the National Bureau of Economic Research is generally considered the arbiter of downturns and expansions.</p><p>U.S. initial jobless claims rise 3,000 to 217,000 in October 22 week; U.S. core durable goods orders fall 0.7% in September; Continuing jobless claims rise 55,000 to 1.44 million.</p><p>Stock-index futures higher after GDP, other economic data.</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>U.S. GDP Increases By 2.6% Annual Rate in Third Quarter, Above Forecast</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. GDP Increases By 2.6% Annual Rate in Third Quarter, Above Forecast\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\">2022-10-27 20:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The U.S. economy posted its first period of positive growth for 2022 in the third quarter, at least temporarily easing inflation fears, the Bureau of Economic Analysis reported Thursday.</p><p>GDP, a sum of all the goods and services produced from July through September, increased at a 2.6% annualized pace for the period, against the Dow Jones estimate for 2.3%.</p><p>That reading follows consecutive negative quarters to start the year, meeting a commonly accepted definition of recession, though the National Bureau of Economic Research is generally considered the arbiter of downturns and expansions.</p><p>U.S. initial jobless claims rise 3,000 to 217,000 in October 22 week; U.S. core durable goods orders fall 0.7% in September; Continuing jobless claims rise 55,000 to 1.44 million.</p><p>Stock-index futures higher after GDP, other economic data.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176371401","content_text":"The U.S. economy posted its first period of positive growth for 2022 in the third quarter, at least temporarily easing inflation fears, the Bureau of Economic Analysis reported Thursday.GDP, a sum of all the goods and services produced from July through September, increased at a 2.6% annualized pace for the period, against the Dow Jones estimate for 2.3%.That reading follows consecutive negative quarters to start the year, meeting a commonly accepted definition of recession, though the National Bureau of Economic Research is generally considered the arbiter of downturns and expansions.U.S. initial jobless claims rise 3,000 to 217,000 in October 22 week; U.S. core durable goods orders fall 0.7% in September; Continuing jobless claims rise 55,000 to 1.44 million.Stock-index futures higher after GDP, other economic data.","news_type":1,"symbols_score_info":{".IXIC":0.9,".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":697,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9983060172,"gmtCreate":1666123669396,"gmtModify":1676537708142,"author":{"id":"4097757798233570","authorId":"4097757798233570","name":"Kennytth","avatar":"https://community-static.tradeup.com/news/9f6ba6d4a11e73c06f36cadd5a4473cb","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4097757798233570","authorIdStr":"4097757798233570"},"themes":[],"htmlText":"As it is","listText":"As it is","text":"As it is","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9983060172","repostId":"1171913714","repostType":2,"repost":{"id":"1171913714","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":1666105243,"share":"https://ttm.financial/m/news/1171913714?lang=en_US&edition=fundamental","pubTime":"2022-10-18 23:00","market":"us","language":"en","title":"Apple Announces New iPad Pros, Redesigned Regular iPad, and Updated Apple TV 4K","url":"https://stock-news.laohu8.com/highlight/detail?id=1171913714","media":"Tiger Newspress","summary":"Appleannouncednew versions of its iPad Pros, a totally redesigned regular iPad and a new version of theApple TV 4Kon Tuesday.The launches give Apple more new gadgets to sell ahead of the important hol","content":"<html><head></head><body><p>Apple announcednew versions of its iPad Pros, a totally redesigned regular iPad and a new version of the Apple TV 4K on Tuesday.</p><p>The launches give Apple more new gadgets to sell ahead of the important holiday shopping season. The new tablets may help the company boost its iPad sales, which dipped 14% during Apple’s last holiday quarter and 2% during the most recent quarter. And they join Apple’s latest iPhone 14, two new Apple Watches and brand new AirPods Pro.</p><p>Here’s what’s new.</p><h2>New iPad</h2><p>The new entry-level iPad has the biggest changes. The home button at the bottom of the screen is gone and has been replaced with a fingerprint reader in the power button. It has a more squared design, similar to the iPad Air and iPad Pro, with a large 10.9-inch screen, USB-C in place of the Lightning connector, and will ship in different colors like red, yellow, blue and white.</p><p>Apple will sell different configurations, including Wi-Fi only and WiFi + 5G cellular, but it starts at $449, which is a bump from the $329 starting price of the ninth-generation iPad. It’s available to order Tuesday and will be in stores beginning Oct. 26.</p><h2>iPad Pro</h2><p>As in recent years, the company will sell two sizes of the iPad Pros, including an 11-inch model and a larger 12.9-inch model with a nicer screen.</p><p>The big change to the iPad Pro is a new M2 processor, which is the same one that was introduced in the MacBook Air earlier this year. It’s faster than the M1 processor used in thelast model of the iPad Prothat was introduced in 2021.</p><h2>Apple TV 4K</h2><p>The Apple TV 4K has a faster processor and ships in two models, a Wi-Fi-only version with 64GB of storage and a Wi-Fi + Ethernet model, which allows for a wired internet connection and has twice the storage. It has the updated Siri Remote with standard USB-C charging, which is the same cable used to charge iPads and non-Apple products. The remote used to use Apple’s proprietary Lightning connector.</p><p>The new Apple TV 4K starts at $129 and can be ordered beginning Tuesday. It hits stores Nov. 4.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Announces New iPad Pros, Redesigned Regular iPad, and Updated Apple TV 4K</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Announces New iPad Pros, Redesigned Regular iPad, and Updated Apple TV 4K\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\">2022-10-18 23:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Apple announcednew versions of its iPad Pros, a totally redesigned regular iPad and a new version of the Apple TV 4K on Tuesday.</p><p>The launches give Apple more new gadgets to sell ahead of the important holiday shopping season. The new tablets may help the company boost its iPad sales, which dipped 14% during Apple’s last holiday quarter and 2% during the most recent quarter. And they join Apple’s latest iPhone 14, two new Apple Watches and brand new AirPods Pro.</p><p>Here’s what’s new.</p><h2>New iPad</h2><p>The new entry-level iPad has the biggest changes. The home button at the bottom of the screen is gone and has been replaced with a fingerprint reader in the power button. It has a more squared design, similar to the iPad Air and iPad Pro, with a large 10.9-inch screen, USB-C in place of the Lightning connector, and will ship in different colors like red, yellow, blue and white.</p><p>Apple will sell different configurations, including Wi-Fi only and WiFi + 5G cellular, but it starts at $449, which is a bump from the $329 starting price of the ninth-generation iPad. It’s available to order Tuesday and will be in stores beginning Oct. 26.</p><h2>iPad Pro</h2><p>As in recent years, the company will sell two sizes of the iPad Pros, including an 11-inch model and a larger 12.9-inch model with a nicer screen.</p><p>The big change to the iPad Pro is a new M2 processor, which is the same one that was introduced in the MacBook Air earlier this year. It’s faster than the M1 processor used in thelast model of the iPad Prothat was introduced in 2021.</p><h2>Apple TV 4K</h2><p>The Apple TV 4K has a faster processor and ships in two models, a Wi-Fi-only version with 64GB of storage and a Wi-Fi + Ethernet model, which allows for a wired internet connection and has twice the storage. It has the updated Siri Remote with standard USB-C charging, which is the same cable used to charge iPads and non-Apple products. The remote used to use Apple’s proprietary Lightning connector.</p><p>The new Apple TV 4K starts at $129 and can be ordered beginning Tuesday. It hits stores Nov. 4.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171913714","content_text":"Apple announcednew versions of its iPad Pros, a totally redesigned regular iPad and a new version of the Apple TV 4K on Tuesday.The launches give Apple more new gadgets to sell ahead of the important holiday shopping season. The new tablets may help the company boost its iPad sales, which dipped 14% during Apple’s last holiday quarter and 2% during the most recent quarter. And they join Apple’s latest iPhone 14, two new Apple Watches and brand new AirPods Pro.Here’s what’s new.New iPadThe new entry-level iPad has the biggest changes. The home button at the bottom of the screen is gone and has been replaced with a fingerprint reader in the power button. It has a more squared design, similar to the iPad Air and iPad Pro, with a large 10.9-inch screen, USB-C in place of the Lightning connector, and will ship in different colors like red, yellow, blue and white.Apple will sell different configurations, including Wi-Fi only and WiFi + 5G cellular, but it starts at $449, which is a bump from the $329 starting price of the ninth-generation iPad. It’s available to order Tuesday and will be in stores beginning Oct. 26.iPad ProAs in recent years, the company will sell two sizes of the iPad Pros, including an 11-inch model and a larger 12.9-inch model with a nicer screen.The big change to the iPad Pro is a new M2 processor, which is the same one that was introduced in the MacBook Air earlier this year. It’s faster than the M1 processor used in thelast model of the iPad Prothat was introduced in 2021.Apple TV 4KThe Apple TV 4K has a faster processor and ships in two models, a Wi-Fi-only version with 64GB of storage and a Wi-Fi + Ethernet model, which allows for a wired internet connection and has twice the storage. It has the updated Siri Remote with standard USB-C charging, which is the same cable used to charge iPads and non-Apple products. The remote used to use Apple’s proprietary Lightning connector.The new Apple TV 4K starts at $129 and can be ordered beginning Tuesday. It hits stores Nov. 4.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":752,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9980727099,"gmtCreate":1665822255811,"gmtModify":1676537669821,"author":{"id":"4097757798233570","authorId":"4097757798233570","name":"Kennytth","avatar":"https://community-static.tradeup.com/news/9f6ba6d4a11e73c06f36cadd5a4473cb","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4097757798233570","authorIdStr":"4097757798233570"},"themes":[],"htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9980727099","repostId":"2275632549","repostType":2,"repost":{"id":"2275632549","kind":"highlight","pubTimestamp":1665787534,"share":"https://ttm.financial/m/news/2275632549?lang=en_US&edition=fundamental","pubTime":"2022-10-15 06:45","market":"us","language":"en","title":"Tesla Stock Is Down 50% From Its High. Time to Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=2275632549","media":"Motley Fool","summary":"The major market indexes fell back to earth Friday, approaching their 2022 lows again.","content":"<div>\n<p>KEY POINTSMarkets fell sharply on Friday, sending the Nasdaq Composite to a new closing low for 2022.Tesla shares have fallen by a third in less than a month.Tesla's earnings report next week should ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/10/14/tesla-stock-is-down-50-from-its-high-time-to-buy/\">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>Tesla Stock Is Down 50% From Its High. Time to 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\">\nTesla Stock Is Down 50% From Its High. Time to Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-15 06:45 GMT+8 <a href=https://www.fool.com/investing/2022/10/14/tesla-stock-is-down-50-from-its-high-time-to-buy/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSMarkets fell sharply on Friday, sending the Nasdaq Composite to a new closing low for 2022.Tesla shares have fallen by a third in less than a month.Tesla's earnings report next week should ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/10/14/tesla-stock-is-down-50-from-its-high-time-to-buy/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.fool.com/investing/2022/10/14/tesla-stock-is-down-50-from-its-high-time-to-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2275632549","content_text":"KEY POINTSMarkets fell sharply on Friday, sending the Nasdaq Composite to a new closing low for 2022.Tesla shares have fallen by a third in less than a month.Tesla's earnings report next week should give investors some vital information about its fundamental business prospects.Investors were surprised by the big rally in the stock market on Thursday, but Friday brought another dose of reality and disappointment. After having posted monumental gains despite high readings on inflation, the Nasdaq Composite closed at its worst level of the year, and the S&P 500 and Dow Jones Industrial Average gave up most of their advances from earlier in the week.DATA SOURCE: YAHOO! FINANCE.One of the biggest stock stories of the past several years has been Tesla. The electric vehicle (EV) pioneer has given investors huge gains since 2019, and even briefly became a trillion-dollar company as it built out its production capacity in an effort to meet the strong customer demand for its EVs.For much of 2022, Tesla stock managed to avoid the worst impacts of the Nasdaq bear market, holding up reasonably well even as other large-cap players in the index fell more sharply. However, Tesla shares have finally shown their vulnerability: They've lost about a third of their value in less than a month. Tesla closed Friday's session at less than half its closing high back on Nov. 4, 2021, leading some investors to wonder whether now might finally be the time to take a closer look at the EV stock.A lot is happening with TeslaSeveral items hit Tesla newsfeeds on Friday. One involved the company's new Gigafactory facility in Germany -- a news report suggested that due to problems with a production process, the company might not be able to begin to mass-produce electric battery cells there until 2024. Tesla has high hopes for the facility, and as it ramps up, its output could eventually reach 500,000 vehicles annually. But for the site to reach peak efficiency, it will be useful if it has the capacity to produce all of its key components instead of relying on other Gigafactories around the world -- especially as Tesla aims to simplify a supply chain and distribution system that's already showing signs of strain.Some investors also anticipate that proposed changes to the accounting rules for cryptocurrency holdings could have an adverse impact on Tesla. The U.S. Financial Accounting Standards Board recently discussed requiring businesses that hold digital assets to account for them at fair value on their balance sheets. Although Tesla sold off a substantial portion of its crypto holdings earlier this year, it's possible that the new accounting requirements (if adopted) would create more volatility in the automaker's quarterly earnings, distracting from the core results of its EV business. Admittedly, Tesla's crypto holdings aren't extensive enough to make any significant difference to its balance sheet at this point, but CEO Elon Musk has enough of a reputation for talking about digital assets that some investors see his fortunes as being tied to those of cryptocurrencies from time to time.What to expect from Tesla next weekInvestors will get the latest financial results from Tesla next week, and one question they'll be asking is what impact, if any, the disparity between its third-quarter delivery and production totals will have on its income statement. Tesla has cited logistical issues to explain why its production numbers met targets, but its delivery figures fell short. If those issues prove costly enough to substantially affect the company's profits -- even temporarily -- it could explain the stock's recent declines.It's new for some shareholders to see Tesla prove vulnerable to market downturns. In the end, though, what matters is whether Tesla's business can live up to the high expectations investors have for it. There are bound to be some speed bumps along the way, but those who believe in Tesla's long-term vision will likely be pleased to have a chance to buy shares at prices 50% cheaper than they were less than a year ago.","news_type":1,"symbols_score_info":{"TSLA":1}},"isVote":1,"tweetType":1,"viewCount":1063,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9963111637,"gmtCreate":1668616625930,"gmtModify":1676538085464,"author":{"id":"4097757798233570","authorId":"4097757798233570","name":"Kennytth","avatar":"https://community-static.tradeup.com/news/9f6ba6d4a11e73c06f36cadd5a4473cb","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4097757798233570","authorIdStr":"4097757798233570"},"themes":[],"htmlText":"[Cool] ","listText":"[Cool] ","text":"[Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9963111637","repostId":"1157078528","repostType":2,"repost":{"id":"1157078528","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":1668609577,"share":"https://ttm.financial/m/news/1157078528?lang=en_US&edition=fundamental","pubTime":"2022-11-16 22:39","market":"us","language":"en","title":"Grab Jumped 9.6% as Revenue More Than Doubles","url":"https://stock-news.laohu8.com/highlight/detail?id=1157078528","media":"Tiger Newspress","summary":"Grab jumped 9.6% as revenue more than doubles.Grab narrowed its net loss to US$327 million for Q3 en","content":"<html><head></head><body><p>Grab jumped 9.6% as revenue more than doubles.<img src=\"https://static.tigerbbs.com/c69cf521ec2422a222be819eacc420f6\" tg-width=\"833\" tg-height=\"842\" referrerpolicy=\"no-referrer\"/>Grab narrowed its net loss to US$327 million for Q3 ended September, an improvement from the US$970 million loss a year ago. This was primarily due to the elimination of non-cash interest expenses from Grab’s convertible redeemable preference shares upon its December 2021 listing.</p><p>Revenue for the company grew 143 per cent to US$382 million in Q3, lifted by a doubling in mobility revenue and 250 per cent growth in deliveries’ revenue year on year. This came as gross merchandise value (GMV) was up 26 per cent to US$5.1 billion.</p><p>With this set of earnings, Grab’s deliveries segment has hit positive adjusted Ebitda (earnings before interest, taxes, depreciation and amortisation) for the first time, three quarters ahead of previous guidance. This was possible due to the optimisation of incentive spend and contributions from its Malaysian retail chain, Jaya Grocer.</p><p>The food-delivery sub-segment also turned adjusted-Ebitda positive in Q3, two quarters ahead of previous guidance.</p><p>On the back of the positive showing, Grab has lifted its FY2022 revenue guidance to between US$1.32 billion and US$1.35 billion, up from the US$1.25 billion-to-US$1.3 billion range. It has aso revised its H2 2022 adjusted Ebitda guidance to negative US$315 million, an improvement from negative US$380 million.</p><p>Under its cash-preservation strategy, Grab will repurchase up to US$750 million of an outstanding US$2 billion term loan. The facility was issued in January 2021 and has a tenor of five years.</p><p>The repurchase is expected to create significant interest expense savings, Grab said, adding that it had US$5.3 billion in net cash liquidity as at end-September, providing an “ample net cash buffer”. The company expects to hit group adjusted Ebitda break-even in the second half of 2024.</p><p>The continued easing of Covid-19 restrictions, as well as efforts to improve driver supply, lifted Grab’s Q3 mobility revenue 101 per cent to US$176 million. The segment’s adjusted Ebitda was likewise up 112 per cent to US$135 million.</p><p>Driver numbers are, however, still short of pre-pandemic levels, with the monthly average number of active drivers in Q3 at 80 per cent that of Q4 2019.</p><p>In the deliveries segment, the company’s focus on higher-quality GMV transactions and contributions from Jaya Grocer sent revenue up 250 per cent to US$171 million. Grab also posted a higher commission rate of 21.2 per cent, up from 18.2 per cent a year ago.</p><p>This brought the segment into the black, with an adjusted Ebitda of US$9 million, in contrast to the US$22 million adjusted Ebitda loss a year ago.</p><p>The financial-services segment, however, sank deeper into the red, with a US$104 million adjusted Ebitda loss, wider than the year-ago US$76 million adjusted Ebitda loss. This came despite revenue having risen 44 per cent to US$20 million. The bottomline was weighed down by expenses in digibank operations.</p><p>Nevertheless, Grab highlighted that its loan disbursements are up 121 per cent year on year. The number of active drivers with a loan from Grab has more than doubled, while non-performing loans are in “low single digits”.</p><p>Revenue for the company’s enterprise and new initiatives unit, which includes its nascent GrabMaps business, more than doubled to US$15 million, driven by contributions from advertising services. The segment’s adjusted Ebitda stood at US$8 million, up from US$1 million a year ago.</p><p>Grab chief Anthony Tan said that the Q3 results show the company’s ability to drive growth and profitability at the same time, with deliveries’ break-even coming earlier than expected.</p><p>“We accomplished this by staying laser-focused on our cost structure and incentives, while innovating on services that increase synergies within our superapp ecosystem to promote transaction frequency, user retention and engagement,” he said.</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>Grab Jumped 9.6% as Revenue More Than Doubles</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\">\nGrab Jumped 9.6% as Revenue More Than Doubles\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\">2022-11-16 22:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Grab jumped 9.6% as revenue more than doubles.<img src=\"https://static.tigerbbs.com/c69cf521ec2422a222be819eacc420f6\" tg-width=\"833\" tg-height=\"842\" referrerpolicy=\"no-referrer\"/>Grab narrowed its net loss to US$327 million for Q3 ended September, an improvement from the US$970 million loss a year ago. This was primarily due to the elimination of non-cash interest expenses from Grab’s convertible redeemable preference shares upon its December 2021 listing.</p><p>Revenue for the company grew 143 per cent to US$382 million in Q3, lifted by a doubling in mobility revenue and 250 per cent growth in deliveries’ revenue year on year. This came as gross merchandise value (GMV) was up 26 per cent to US$5.1 billion.</p><p>With this set of earnings, Grab’s deliveries segment has hit positive adjusted Ebitda (earnings before interest, taxes, depreciation and amortisation) for the first time, three quarters ahead of previous guidance. This was possible due to the optimisation of incentive spend and contributions from its Malaysian retail chain, Jaya Grocer.</p><p>The food-delivery sub-segment also turned adjusted-Ebitda positive in Q3, two quarters ahead of previous guidance.</p><p>On the back of the positive showing, Grab has lifted its FY2022 revenue guidance to between US$1.32 billion and US$1.35 billion, up from the US$1.25 billion-to-US$1.3 billion range. It has aso revised its H2 2022 adjusted Ebitda guidance to negative US$315 million, an improvement from negative US$380 million.</p><p>Under its cash-preservation strategy, Grab will repurchase up to US$750 million of an outstanding US$2 billion term loan. The facility was issued in January 2021 and has a tenor of five years.</p><p>The repurchase is expected to create significant interest expense savings, Grab said, adding that it had US$5.3 billion in net cash liquidity as at end-September, providing an “ample net cash buffer”. The company expects to hit group adjusted Ebitda break-even in the second half of 2024.</p><p>The continued easing of Covid-19 restrictions, as well as efforts to improve driver supply, lifted Grab’s Q3 mobility revenue 101 per cent to US$176 million. The segment’s adjusted Ebitda was likewise up 112 per cent to US$135 million.</p><p>Driver numbers are, however, still short of pre-pandemic levels, with the monthly average number of active drivers in Q3 at 80 per cent that of Q4 2019.</p><p>In the deliveries segment, the company’s focus on higher-quality GMV transactions and contributions from Jaya Grocer sent revenue up 250 per cent to US$171 million. Grab also posted a higher commission rate of 21.2 per cent, up from 18.2 per cent a year ago.</p><p>This brought the segment into the black, with an adjusted Ebitda of US$9 million, in contrast to the US$22 million adjusted Ebitda loss a year ago.</p><p>The financial-services segment, however, sank deeper into the red, with a US$104 million adjusted Ebitda loss, wider than the year-ago US$76 million adjusted Ebitda loss. This came despite revenue having risen 44 per cent to US$20 million. The bottomline was weighed down by expenses in digibank operations.</p><p>Nevertheless, Grab highlighted that its loan disbursements are up 121 per cent year on year. The number of active drivers with a loan from Grab has more than doubled, while non-performing loans are in “low single digits”.</p><p>Revenue for the company’s enterprise and new initiatives unit, which includes its nascent GrabMaps business, more than doubled to US$15 million, driven by contributions from advertising services. The segment’s adjusted Ebitda stood at US$8 million, up from US$1 million a year ago.</p><p>Grab chief Anthony Tan said that the Q3 results show the company’s ability to drive growth and profitability at the same time, with deliveries’ break-even coming earlier than expected.</p><p>“We accomplished this by staying laser-focused on our cost structure and incentives, while innovating on services that increase synergies within our superapp ecosystem to promote transaction frequency, user retention and engagement,” he said.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GRAB":"Grab Holdings"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157078528","content_text":"Grab jumped 9.6% as revenue more than doubles.Grab narrowed its net loss to US$327 million for Q3 ended September, an improvement from the US$970 million loss a year ago. This was primarily due to the elimination of non-cash interest expenses from Grab’s convertible redeemable preference shares upon its December 2021 listing.Revenue for the company grew 143 per cent to US$382 million in Q3, lifted by a doubling in mobility revenue and 250 per cent growth in deliveries’ revenue year on year. This came as gross merchandise value (GMV) was up 26 per cent to US$5.1 billion.With this set of earnings, Grab’s deliveries segment has hit positive adjusted Ebitda (earnings before interest, taxes, depreciation and amortisation) for the first time, three quarters ahead of previous guidance. This was possible due to the optimisation of incentive spend and contributions from its Malaysian retail chain, Jaya Grocer.The food-delivery sub-segment also turned adjusted-Ebitda positive in Q3, two quarters ahead of previous guidance.On the back of the positive showing, Grab has lifted its FY2022 revenue guidance to between US$1.32 billion and US$1.35 billion, up from the US$1.25 billion-to-US$1.3 billion range. It has aso revised its H2 2022 adjusted Ebitda guidance to negative US$315 million, an improvement from negative US$380 million.Under its cash-preservation strategy, Grab will repurchase up to US$750 million of an outstanding US$2 billion term loan. The facility was issued in January 2021 and has a tenor of five years.The repurchase is expected to create significant interest expense savings, Grab said, adding that it had US$5.3 billion in net cash liquidity as at end-September, providing an “ample net cash buffer”. The company expects to hit group adjusted Ebitda break-even in the second half of 2024.The continued easing of Covid-19 restrictions, as well as efforts to improve driver supply, lifted Grab’s Q3 mobility revenue 101 per cent to US$176 million. The segment’s adjusted Ebitda was likewise up 112 per cent to US$135 million.Driver numbers are, however, still short of pre-pandemic levels, with the monthly average number of active drivers in Q3 at 80 per cent that of Q4 2019.In the deliveries segment, the company’s focus on higher-quality GMV transactions and contributions from Jaya Grocer sent revenue up 250 per cent to US$171 million. Grab also posted a higher commission rate of 21.2 per cent, up from 18.2 per cent a year ago.This brought the segment into the black, with an adjusted Ebitda of US$9 million, in contrast to the US$22 million adjusted Ebitda loss a year ago.The financial-services segment, however, sank deeper into the red, with a US$104 million adjusted Ebitda loss, wider than the year-ago US$76 million adjusted Ebitda loss. This came despite revenue having risen 44 per cent to US$20 million. The bottomline was weighed down by expenses in digibank operations.Nevertheless, Grab highlighted that its loan disbursements are up 121 per cent year on year. The number of active drivers with a loan from Grab has more than doubled, while non-performing loans are in “low single digits”.Revenue for the company’s enterprise and new initiatives unit, which includes its nascent GrabMaps business, more than doubled to US$15 million, driven by contributions from advertising services. The segment’s adjusted Ebitda stood at US$8 million, up from US$1 million a year ago.Grab chief Anthony Tan said that the Q3 results show the company’s ability to drive growth and profitability at the same time, with deliveries’ break-even coming earlier than expected.“We accomplished this by staying laser-focused on our cost structure and incentives, while innovating on services that increase synergies within our superapp ecosystem to promote transaction frequency, user retention and engagement,” he said.","news_type":1,"symbols_score_info":{"GRAB":0.9}},"isVote":1,"tweetType":1,"viewCount":1412,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9960594544,"gmtCreate":1668207366589,"gmtModify":1676538027329,"author":{"id":"4097757798233570","authorId":"4097757798233570","name":"Kennytth","avatar":"https://community-static.tradeup.com/news/9f6ba6d4a11e73c06f36cadd5a4473cb","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4097757798233570","authorIdStr":"4097757798233570"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9960594544","repostId":"1149378268","repostType":4,"repost":{"id":"1149378268","kind":"news","pubTimestamp":1668180804,"share":"https://ttm.financial/m/news/1149378268?lang=en_US&edition=fundamental","pubTime":"2022-11-11 23:33","market":"sg","language":"en","title":"NIO Q3: Get Comfortable With Single-Digit Prices","url":"https://stock-news.laohu8.com/highlight/detail?id=1149378268","media":"Seeking Alpha","summary":"SummaryNIO’s stock prices plunged more than 12% after its Q3 earnings report. The stock price now hovers in the single digits.In the long term, NIO could be a beneficiary of China’s secular shift to E","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>NIO’s stock prices plunged more than 12% after its Q3 earnings report. The stock price now hovers in the single digits.</li><li>In the long term, NIO could be a beneficiary of China’s secular shift to EV, its capacity ramp-up, and its strong branding relative to its domestic peers.</li><li>Unfortunately, in the near term, say the next ~2 years, I see too many headwinds to keep its prices in the single-digit range.</li><li>These headwinds include political uncertainty, margin pressure, COVID restrictions, intensifying competition, and uncertain EV subsidies.</li></ul><p><b>Q3 recap and thesis</b></p><p>I've been writing a series of articles on NIO (NYSE:NIO) since May 2022 to caution readers of the many headwinds it's facing. Undoubtedly, I see all the good things that the bulls like about this stock. However, I see even stronger headwinds. For example, in an article published in August 2022, entitled "<i>A Simple Reality Check</i>", I cautioned readers about its lack of profit and its unsustainable valuation. The stock was still trading at about $21 per share at that time.</p><p>Fast forward to now, NIO just released its Q3 earnings report ("ER"). Its Q3 Non-GAAP EPS (i.e., earnings per ADS) came in at -$0.30 and missed consensus estimates by $0.14. Vehicle margin was compressed by another 160 basis points to 16.4% compared with 18.0% a year ago. Its stock prices plunged 12.4% after its Q3 ER into the single-digit range ($9.25 as of this writing, before the market open on Nov 10, 2022).</p><p>Now looking ahead, I maintain my bear thesis. And more specifically, in this article, I will argue that NIO's stock prices would remain in the single digits in the near term (say the next 1~2 year or so). I acknowledge its long-term headwinds, including China's secular shift towards EVs, its leading branding power, and its aggressive vehicle delivery plans. But I see the negative catalysts to have the upper hand in the near term due to a multitude of strong headwinds, as detailed next.</p><p><b>Strong delivery and top line growth</b></p><p>To have a full view, let's first review the positives before we dive into the headwinds. NIO enjoys leading production and delivery scales among China's domestic EV players. It has demonstrated a robust ramp-up of production and delivery capacity in the past consistently as you can see from the following chart. specifically, in its September delivery report, it provided the following update for its 2022 Q3 deliveries, boasting another quarter of quarterly deliveries and a nearly 30% YoY growth rate.</p><blockquote><ul><li>NIO delivered 10,878 vehicles in September 2022</li><li>NIO delivered 31,607 vehicles in the three months ended September 2022, increasing by 29.3% year-over-year and achieving record-high quarterly deliveries</li><li>Cumulative deliveries of NIO vehicles reached 249,504 as of September 30, 2022</li></ul></blockquote><p>In its Q3 ER, it reported a total vehicle delivery exceeding 10k during the October month, translating into a 174.3% YOY (but a slight 7.5% decline MOM). And for its Q4 outlook, it aims at a delivery target in the range of 43k to 48k vehicles, translating into a growth rate of 71.8% to 91.7% YoY. Total revenues are projected to grow in tandem 75.4% to 94.2% YOY.</p><p><img src=\"https://static.tigerbbs.com/08ec5bbea7e73b8f01cba016203fbf78\" tg-width=\"640\" tg-height=\"315\" referrerpolicy=\"no-referrer\"/></p><p>Source: InsideEVs (NIO)</p><p>At the same time, its scale helps it to maintain healthy operation efficiency as you can see from the following comparison of its asset utilization ("AU") against its domestic peer XPeng (XPEV) and U.S. peer Ford (F). NIO's AU current stands at 0.50x, slightly below its long-term average of 0.517x largely due to the lockdowns in China due to recent COVID case resurgences. Despite the recent decline in its AU, it is still above XPEV's 0.47x and comparable to F's long-term average levels.</p><p><img src=\"https://static.tigerbbs.com/97fee074dcebb0f9b0b198d3ec8f6b49\" tg-width=\"640\" tg-height=\"412\" referrerpolicy=\"no-referrer\"/></p><p>Source: Seeking Alpha data</p><p><b>Margin pressure and lack of profit</b></p><p>However, the business has been suffering margin pressure on the bottom line and is yet to earn a positive profit. As seen, its gross profit margin ("GPM") peaked around 18% during 2H of 2021, surpassing Ford. But recently, the GPM has been under pressure and contracted to the current level of 13% by about 500 basis points. Now its GPM is lower than F's 17.4% by a good gap (although still better than XPEV's 10.8%). In terms of profit margin, as shown in the bottom panel, the picture is even more concerning. Its net profit margin has always been in the negatives and is -26.7% currently.</p><p><img src=\"https://static.tigerbbs.com/8e1df97debcf4e604bd61440b04debc6\" tg-width=\"640\" tg-height=\"481\" referrerpolicy=\"no-referrer\"/></p><p>Source: Seeking Alpha data</p><p>The picture does not improve as we broaden the view to include other metrics as seen in the chart below. Its metrics are negative across the board ranging from EBIT margin, EBITDA margin, and FCF margin.</p><p>Looking forward, I see a few key headwinds to keep its profits in the negative besides the macroeconomic factors. First, I expect the capital requirements to continue as it pursues the expansion of charging infrastructures. And note that its cash from operations sat at only $309M, far from being able to meet such requirements. To satisfy customers' needs, management will need to keep spending on both battery swap stations and also charging stations. Secondly, I expect some of its manufacturing problems and also the global supply chain disruptions to persist. For example, it reported early about an issue involving the low yield rate of its mega-casting parts with its suppliers. This seemingly arcane issue actually can bottleneck its production ramp-up and efficiency, and it will take NIO time to solve its or find alternative suppliers amid supply chain disruptions.</p><p>Next, we will see that despite the lack of profit, the stock is still valued at an elevated level despite the large price corrections.</p><p><img src=\"https://static.tigerbbs.com/f688292596be907354e6847dbf3838b9\" tg-width=\"640\" tg-height=\"290\" referrerpolicy=\"no-referrer\"/></p><p>Source: Seeking Alpha data</p><p><b>Valuation still too expensive</b></p><p>In terms of valuation, NIO is still trading at a large premium both in absolute and relative terms. Its lack of profit makes bottom-line oriented metric meaningless as seen in the chart below. Even FY3 PE stands at 163x, compare to about 6~7x for F. Furthermore, because of the many headwinds as analyzed above and its mixed Q3 results, its earnings outlook is both bleak and highly uncertain as reflected in the consensus estimates in the second chart below. NIO's earnings revisions for the last 3 months paint a highly pessimistic and uncertain picture. A total of 11 analysts submitted EPS forecasts, and a total of 9 analysts revised the EPS downward by as much as 70% to 95% in 2024.</p><p>Using top-line valuation metrics, its P/Sales ratio is still at 2.5x despite the price corrections, on par with the S&P 500 index, about 2x higher than XPEV's 1.3x, and 7.1x higher than F's 0.35x. I found such a valuation unjustifiable given its lack of profit and the many headwinds it is facing. And again, its topline growth is highly uncertain too as reflected in the consensus estimates. A total of 21 analysts submitted revenue forecasts, and a total of 17 analysts revised the revenues downward.</p><p><img src=\"https://static.tigerbbs.com/5627051b392e84ff2ec468d7a59b0352\" tg-width=\"640\" tg-height=\"447\" referrerpolicy=\"no-referrer\"/></p><p>Source: Seeking Alpha data</p><p><img src=\"https://static.tigerbbs.com/47d4424a62235a5a7974b517fb8f2363\" tg-width=\"640\" tg-height=\"393\" referrerpolicy=\"no-referrer\"/></p><p>Source: Seeking Alpha data</p><p><b>Other risks and final thoughts</b></p><p>To conclude, in the long term, NIO could benefit from the secular shift in China towards EVs, its capacity ramp-up, and its strong branding relative to its domestic peers.</p><p>However, I see too many strong forces in the near term to pressure the stock prices into the single-digit range. The stock has yet to report a positive earnings. So far, it has been trapped in the dreaded vicious cycle: the more vehicles it sells, the more money it loses.</p><p>The combination of elevated valuation and lack of net profit would also keep a lid on the stock prices. NIO had to temporarily suspend production at two of its plants in Hefei during Q3. And such suspensions are likely to recur in the near future. And finally, the stock may face the risk of securing new financing as its high CAPEX requirements persist while its organic earnings remain low or negative.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO Q3: Get Comfortable With Single-Digit Prices</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO Q3: Get Comfortable With Single-Digit Prices\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-11 23:33 GMT+8 <a href=https://seekingalpha.com/article/4555906-nio-q3-earnings-single-digit-prices><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryNIO’s stock prices plunged more than 12% after its Q3 earnings report. The stock price now hovers in the single digits.In the long term, NIO could be a beneficiary of China’s secular shift to ...</p>\n\n<a href=\"https://seekingalpha.com/article/4555906-nio-q3-earnings-single-digit-prices\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO.SI":"蔚来","09866":"蔚来-SW","NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4555906-nio-q3-earnings-single-digit-prices","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149378268","content_text":"SummaryNIO’s stock prices plunged more than 12% after its Q3 earnings report. The stock price now hovers in the single digits.In the long term, NIO could be a beneficiary of China’s secular shift to EV, its capacity ramp-up, and its strong branding relative to its domestic peers.Unfortunately, in the near term, say the next ~2 years, I see too many headwinds to keep its prices in the single-digit range.These headwinds include political uncertainty, margin pressure, COVID restrictions, intensifying competition, and uncertain EV subsidies.Q3 recap and thesisI've been writing a series of articles on NIO (NYSE:NIO) since May 2022 to caution readers of the many headwinds it's facing. Undoubtedly, I see all the good things that the bulls like about this stock. However, I see even stronger headwinds. For example, in an article published in August 2022, entitled \"A Simple Reality Check\", I cautioned readers about its lack of profit and its unsustainable valuation. The stock was still trading at about $21 per share at that time.Fast forward to now, NIO just released its Q3 earnings report (\"ER\"). Its Q3 Non-GAAP EPS (i.e., earnings per ADS) came in at -$0.30 and missed consensus estimates by $0.14. Vehicle margin was compressed by another 160 basis points to 16.4% compared with 18.0% a year ago. Its stock prices plunged 12.4% after its Q3 ER into the single-digit range ($9.25 as of this writing, before the market open on Nov 10, 2022).Now looking ahead, I maintain my bear thesis. And more specifically, in this article, I will argue that NIO's stock prices would remain in the single digits in the near term (say the next 1~2 year or so). I acknowledge its long-term headwinds, including China's secular shift towards EVs, its leading branding power, and its aggressive vehicle delivery plans. But I see the negative catalysts to have the upper hand in the near term due to a multitude of strong headwinds, as detailed next.Strong delivery and top line growthTo have a full view, let's first review the positives before we dive into the headwinds. NIO enjoys leading production and delivery scales among China's domestic EV players. It has demonstrated a robust ramp-up of production and delivery capacity in the past consistently as you can see from the following chart. specifically, in its September delivery report, it provided the following update for its 2022 Q3 deliveries, boasting another quarter of quarterly deliveries and a nearly 30% YoY growth rate.NIO delivered 10,878 vehicles in September 2022NIO delivered 31,607 vehicles in the three months ended September 2022, increasing by 29.3% year-over-year and achieving record-high quarterly deliveriesCumulative deliveries of NIO vehicles reached 249,504 as of September 30, 2022In its Q3 ER, it reported a total vehicle delivery exceeding 10k during the October month, translating into a 174.3% YOY (but a slight 7.5% decline MOM). And for its Q4 outlook, it aims at a delivery target in the range of 43k to 48k vehicles, translating into a growth rate of 71.8% to 91.7% YoY. Total revenues are projected to grow in tandem 75.4% to 94.2% YOY.Source: InsideEVs (NIO)At the same time, its scale helps it to maintain healthy operation efficiency as you can see from the following comparison of its asset utilization (\"AU\") against its domestic peer XPeng (XPEV) and U.S. peer Ford (F). NIO's AU current stands at 0.50x, slightly below its long-term average of 0.517x largely due to the lockdowns in China due to recent COVID case resurgences. Despite the recent decline in its AU, it is still above XPEV's 0.47x and comparable to F's long-term average levels.Source: Seeking Alpha dataMargin pressure and lack of profitHowever, the business has been suffering margin pressure on the bottom line and is yet to earn a positive profit. As seen, its gross profit margin (\"GPM\") peaked around 18% during 2H of 2021, surpassing Ford. But recently, the GPM has been under pressure and contracted to the current level of 13% by about 500 basis points. Now its GPM is lower than F's 17.4% by a good gap (although still better than XPEV's 10.8%). In terms of profit margin, as shown in the bottom panel, the picture is even more concerning. Its net profit margin has always been in the negatives and is -26.7% currently.Source: Seeking Alpha dataThe picture does not improve as we broaden the view to include other metrics as seen in the chart below. Its metrics are negative across the board ranging from EBIT margin, EBITDA margin, and FCF margin.Looking forward, I see a few key headwinds to keep its profits in the negative besides the macroeconomic factors. First, I expect the capital requirements to continue as it pursues the expansion of charging infrastructures. And note that its cash from operations sat at only $309M, far from being able to meet such requirements. To satisfy customers' needs, management will need to keep spending on both battery swap stations and also charging stations. Secondly, I expect some of its manufacturing problems and also the global supply chain disruptions to persist. For example, it reported early about an issue involving the low yield rate of its mega-casting parts with its suppliers. This seemingly arcane issue actually can bottleneck its production ramp-up and efficiency, and it will take NIO time to solve its or find alternative suppliers amid supply chain disruptions.Next, we will see that despite the lack of profit, the stock is still valued at an elevated level despite the large price corrections.Source: Seeking Alpha dataValuation still too expensiveIn terms of valuation, NIO is still trading at a large premium both in absolute and relative terms. Its lack of profit makes bottom-line oriented metric meaningless as seen in the chart below. Even FY3 PE stands at 163x, compare to about 6~7x for F. Furthermore, because of the many headwinds as analyzed above and its mixed Q3 results, its earnings outlook is both bleak and highly uncertain as reflected in the consensus estimates in the second chart below. NIO's earnings revisions for the last 3 months paint a highly pessimistic and uncertain picture. A total of 11 analysts submitted EPS forecasts, and a total of 9 analysts revised the EPS downward by as much as 70% to 95% in 2024.Using top-line valuation metrics, its P/Sales ratio is still at 2.5x despite the price corrections, on par with the S&P 500 index, about 2x higher than XPEV's 1.3x, and 7.1x higher than F's 0.35x. I found such a valuation unjustifiable given its lack of profit and the many headwinds it is facing. And again, its topline growth is highly uncertain too as reflected in the consensus estimates. A total of 21 analysts submitted revenue forecasts, and a total of 17 analysts revised the revenues downward.Source: Seeking Alpha dataSource: Seeking Alpha dataOther risks and final thoughtsTo conclude, in the long term, NIO could benefit from the secular shift in China towards EVs, its capacity ramp-up, and its strong branding relative to its domestic peers.However, I see too many strong forces in the near term to pressure the stock prices into the single-digit range. The stock has yet to report a positive earnings. So far, it has been trapped in the dreaded vicious cycle: the more vehicles it sells, the more money it loses.The combination of elevated valuation and lack of net profit would also keep a lid on the stock prices. NIO had to temporarily suspend production at two of its plants in Hefei during Q3. And such suspensions are likely to recur in the near future. And finally, the stock may face the risk of securing new financing as its high CAPEX requirements persist while its organic earnings remain low or negative.","news_type":1,"symbols_score_info":{"NIO.SI":0.9,"NIO":0.9,"09866":0.9}},"isVote":1,"tweetType":1,"viewCount":761,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9983060850,"gmtCreate":1666123901271,"gmtModify":1676537708149,"author":{"id":"4097757798233570","authorId":"4097757798233570","name":"Kennytth","avatar":"https://community-static.tradeup.com/news/9f6ba6d4a11e73c06f36cadd5a4473cb","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4097757798233570","authorIdStr":"4097757798233570"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9983060850","repostId":"1195305981","repostType":2,"isVote":1,"tweetType":1,"viewCount":363,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9913819910,"gmtCreate":1663954634830,"gmtModify":1676537370089,"author":{"id":"4097757798233570","authorId":"4097757798233570","name":"Kennytth","avatar":"https://community-static.tradeup.com/news/9f6ba6d4a11e73c06f36cadd5a4473cb","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4097757798233570","authorIdStr":"4097757798233570"},"themes":[],"htmlText":"Seriously[Facepalm] ","listText":"Seriously[Facepalm] ","text":"Seriously[Facepalm]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9913819910","repostId":"1137616883","repostType":2,"repost":{"id":"1137616883","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":1663946325,"share":"https://ttm.financial/m/news/1137616883?lang=en_US&edition=fundamental","pubTime":"2022-09-23 23:18","market":"us","language":"en","title":"U.S. Stocks Cannot Reverse Their Downward Trends in Morning Trading; Dow Jones Slipped Over 1.5% While S&P500 and Nasdaq Crashed Nearly 2%","url":"https://stock-news.laohu8.com/highlight/detail?id=1137616883","media":"Tiger Newspress","summary":"U.S. stocks cannot reverse their downward trends in morning trading; Dow Jones slipped 1.53%, S&P500","content":"<html><head></head><body><p>U.S. stocks cannot reverse their downward trends in morning trading; Dow Jones slipped 1.53%, S&P500 crashed 1.75% while Nasdaq tumbled 1.77%.<img src=\"https://static.tigerbbs.com/62ea2f3a8e9a6377c5a604bb9d9828c5\" tg-width=\"487\" tg-height=\"117\" width=\"100%\" height=\"auto\"/></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>U.S. Stocks Cannot Reverse Their Downward Trends in Morning Trading; Dow Jones Slipped Over 1.5% While S&P500 and Nasdaq Crashed Nearly 2%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. Stocks Cannot Reverse Their Downward Trends in Morning Trading; Dow Jones Slipped Over 1.5% While S&P500 and Nasdaq Crashed Nearly 2%\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\">2022-09-23 23:18</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. stocks cannot reverse their downward trends in morning trading; Dow Jones slipped 1.53%, S&P500 crashed 1.75% while Nasdaq tumbled 1.77%.<img src=\"https://static.tigerbbs.com/62ea2f3a8e9a6377c5a604bb9d9828c5\" tg-width=\"487\" tg-height=\"117\" width=\"100%\" height=\"auto\"/></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":"1137616883","content_text":"U.S. stocks cannot reverse their downward trends in morning trading; Dow Jones slipped 1.53%, S&P500 crashed 1.75% while Nasdaq tumbled 1.77%.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":445,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9030083932,"gmtCreate":1645578904655,"gmtModify":1676534042023,"author":{"id":"4097757798233570","authorId":"4097757798233570","name":"Kennytth","avatar":"https://community-static.tradeup.com/news/9f6ba6d4a11e73c06f36cadd5a4473cb","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4097757798233570","authorIdStr":"4097757798233570"},"themes":[],"htmlText":"Buy buy buy","listText":"Buy buy buy","text":"Buy buy buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9030083932","repostId":"1151298034","repostType":4,"repost":{"id":"1151298034","kind":"news","pubTimestamp":1645575397,"share":"https://ttm.financial/m/news/1151298034?lang=en_US&edition=fundamental","pubTime":"2022-02-23 08:16","market":"us","language":"en","title":"AMD Stock Is a ‘Downright Attractive’ Buy, Longtime Doubter Says","url":"https://stock-news.laohu8.com/highlight/detail?id=1151298034","media":"Barron","summary":"Followinga recent slide for shares ofAdvanced Micro Devices,Bernstein analyst Stacy Rasgon has joine","content":"<html><head></head><body><p>Followinga recent slide for shares ofAdvanced Micro Devices,Bernstein analyst Stacy Rasgon has joined the bulls for the first time in about a decade.</p><p>Rasgon raised his rating on AMD stock (ticker: AMD) to Outperform from Market-Perform in a Tuesday research note. The analyst maintained a $150 target price, which represents a potential gain of 27% from recent levels.</p><p>“It has been almost 10 years since we held an Outperform rating on AMD’s stock, an omission mostly emotional in nature,” Rasgon wrote, referring to an unsuccessful bullish call on AMD earlier in his career as a chip analyst.</p><p>“This was a formative event in our analyst career, and the mental barriers to even contemplating a long call since then have been significant for us; much to our chagrin as watching AMD go from a sub-$2 stock to over $100 today takes the crown for the absolute biggest missed call in our entire Wall Street tenure.”</p><p>AMD stock has fallen about 20% in 2022 despitea strong fourth-quarter report earlier this year. It is still up 35% over the past 12 months.</p><p>This month, the firm closed its all-stock acquisition of its fellow semiconductor company Xilinx, which it announcedin October 2020.Concern that Xilinx holders might sell stock they received in the deal likely contributed to AMD’sworst trading day in years on Feb. 11.</p><p>“But time heals all wounds, and (as has frankly been abundantly clear for years) this is not the AMD of a decade ago,” Rasgon wrote. “And with the combination of continued stellar execution, increasingly bankable earnings power, and a recent sizeable pullback making valuation (dare we say?) downright attractive we are, for the first time in almost a decade, pulling the trigger.”</p><p>Rasgon thinks shares are increasingly attractive for investors who might have been inclined to sit on the fence, likely for too long, as he said he had.</p><p>The stock jumped 1.6% to $115.90 Tuesday, while theNasdaq Compositefell 1.2%.</p></body></html>","source":"market_watch","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>AMD Stock Is a ‘Downright Attractive’ Buy, Longtime Doubter Says</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAMD Stock Is a ‘Downright Attractive’ Buy, Longtime Doubter Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-23 08:16 GMT+8 <a href=https://www.marketwatch.com/articles/amd-stock-price-valuation-upgrade-buy-51645546117?mod=newsviewer_click><strong>Barron</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Followinga recent slide for shares ofAdvanced Micro Devices,Bernstein analyst Stacy Rasgon has joined the bulls for the first time in about a decade.Rasgon raised his rating on AMD stock (ticker: AMD)...</p>\n\n<a href=\"https://www.marketwatch.com/articles/amd-stock-price-valuation-upgrade-buy-51645546117?mod=newsviewer_click\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://www.marketwatch.com/articles/amd-stock-price-valuation-upgrade-buy-51645546117?mod=newsviewer_click","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1151298034","content_text":"Followinga recent slide for shares ofAdvanced Micro Devices,Bernstein analyst Stacy Rasgon has joined the bulls for the first time in about a decade.Rasgon raised his rating on AMD stock (ticker: AMD) to Outperform from Market-Perform in a Tuesday research note. The analyst maintained a $150 target price, which represents a potential gain of 27% from recent levels.“It has been almost 10 years since we held an Outperform rating on AMD’s stock, an omission mostly emotional in nature,” Rasgon wrote, referring to an unsuccessful bullish call on AMD earlier in his career as a chip analyst.“This was a formative event in our analyst career, and the mental barriers to even contemplating a long call since then have been significant for us; much to our chagrin as watching AMD go from a sub-$2 stock to over $100 today takes the crown for the absolute biggest missed call in our entire Wall Street tenure.”AMD stock has fallen about 20% in 2022 despitea strong fourth-quarter report earlier this year. It is still up 35% over the past 12 months.This month, the firm closed its all-stock acquisition of its fellow semiconductor company Xilinx, which it announcedin October 2020.Concern that Xilinx holders might sell stock they received in the deal likely contributed to AMD’sworst trading day in years on Feb. 11.“But time heals all wounds, and (as has frankly been abundantly clear for years) this is not the AMD of a decade ago,” Rasgon wrote. “And with the combination of continued stellar execution, increasingly bankable earnings power, and a recent sizeable pullback making valuation (dare we say?) downright attractive we are, for the first time in almost a decade, pulling the trigger.”Rasgon thinks shares are increasingly attractive for investors who might have been inclined to sit on the fence, likely for too long, as he said he had.The stock jumped 1.6% to $115.90 Tuesday, while theNasdaq Compositefell 1.2%.","news_type":1,"symbols_score_info":{"AMD":0.9}},"isVote":1,"tweetType":1,"viewCount":763,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9966889603,"gmtCreate":1669487039803,"gmtModify":1676538200890,"author":{"id":"4097757798233570","authorId":"4097757798233570","name":"Kennytth","avatar":"https://community-static.tradeup.com/news/9f6ba6d4a11e73c06f36cadd5a4473cb","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4097757798233570","authorIdStr":"4097757798233570"},"themes":[],"htmlText":"Yup","listText":"Yup","text":"Yup","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9966889603","repostId":"1113027875","repostType":2,"isVote":1,"tweetType":1,"viewCount":3715,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}