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2024-08-24

$Singtel(Z74.SI)$ Go go

2022-11-19

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Sea Limited: Profitability May Be Around The Corner

2022-11-28

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Jobs, Housing Data, GDP Bring Investors Into December: What to Know This Week

2022-12-11

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Alibaba: Go Hibernate Now, Bears - China Reopening Is Already Upon Us

2022-10-29

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3 Warren Buffett Stocks to Buy Hand Over Fist in November

2022-12-06

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US STOCKS-Wall St Slides As Services Data Spooks Investors About Fed Rate Hikes

2022-11-15

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Buffett Takes $5 Billion Stake in TSMC, Sparking Surge in Shares

2022-05-25

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Ray Dalio Says "Cash Is Still Trash", but Stocks Are Trashier

2022-10-08

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2022-09-09

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文 |&nbsp;&nbsp;吳坤玲 剛剛過去的寒假裏婭婭很忙。她從多倫多大學本科畢業後在香港大學讀語言學碩士。入學不久，婭婭就加入了港大划艇俱樂部。她現在每天還練習街舞滑長板、徒步、衝浪。出生在南京，15歲隨家人到加拿大生活，婭婭從未體驗過這樣能上山下海的暖冬。一切都很新鮮。 國內知名留學中介機構啓德留學的數據顯示，2021年疫情導致大批海外中國留學生“迴流”，香港TOP3名校(香港大學、香港科技大學、香港中文大學)碩士錄取的內地學生中，近30%的人本科畢業於海外院校。 在北京從事留學中介業務十餘年的趙女士表示，香港的研究生項目時間短，港高校在國內的認可度高，加上疫情期間出國成本和不確定性的增加，即便香港高校比較少，在趙女士所在機構，申請香港高校研究生的案例數量較去年仍有增加，其中不乏海外本科畢業生。 01 香港引力：文化、地緣、性價比 Akio出生在2000年，2021年本科畢業。他來自中國臺灣，父親常年往來兩岸做生意。在臺企聚集的東莞唸完高中後，他前往美國紐約視覺藝術學院學習電影。畢業後他想繼續學習紀錄片拍攝，得知奧斯卡最佳紀錄短片獲得者、華裔電影人楊紫燁(Ruby Yang)在港大新聞學院任教後，他有了到港大學習的念頭。 Akio說，學電影后一直接觸的都是歐美的文化，也許回到亞洲文化的圈子會激發出一些不同的靈感。一年時間完成碩士課程的高性價比也是他選擇在香港升學的考量之一。 婭婭決定來香港，跟Akio有相似考量。她想繼續學習語言學，同時又非常喜歡閩南語、粵語等中國南方的方言，甚至還研究過臺灣的少數民族語言。婭婭有一半滿族血統。滿語瀕臨失傳的現狀讓她很想爲記錄這些語言做些什麼，也想更靠近更瞭解自己的文化，於是申請了港大的語言學碩士項目。 鹿鹿選","listText":"吳坤玲：赴港求學學生數量持續增加，有意願留港的非本地畢業生數量卻沒有增加。留不住畢業生，僅僅是香港近年人才流失問題中的一環。 文 |&nbsp;&nbsp;吳坤玲 剛剛過去的寒假裏婭婭很忙。她從多倫多大學本科畢業後在香港大學讀語言學碩士。入學不久，婭婭就加入了港大划艇俱樂部。她現在每天還練習街舞滑長板、徒步、衝浪。出生在南京，15歲隨家人到加拿大生活，婭婭從未體驗過這樣能上山下海的暖冬。一切都很新鮮。 國內知名留學中介機構啓德留學的數據顯示，2021年疫情導致大批海外中國留學生“迴流”，香港TOP3名校(香港大學、香港科技大學、香港中文大學)碩士錄取的內地學生中，近30%的人本科畢業於海外院校。 在北京從事留學中介業務十餘年的趙女士表示，香港的研究生項目時間短，港高校在國內的認可度高，加上疫情期間出國成本和不確定性的增加，即便香港高校比較少，在趙女士所在機構，申請香港高校研究生的案例數量較去年仍有增加，其中不乏海外本科畢業生。 01 香港引力：文化、地緣、性價比 Akio出生在2000年，2021年本科畢業。他來自中國臺灣，父親常年往來兩岸做生意。在臺企聚集的東莞唸完高中後，他前往美國紐約視覺藝術學院學習電影。畢業後他想繼續學習紀錄片拍攝，得知奧斯卡最佳紀錄短片獲得者、華裔電影人楊紫燁(Ruby Yang)在港大新聞學院任教後，他有了到港大學習的念頭。 Akio說，學電影后一直接觸的都是歐美的文化，也許回到亞洲文化的圈子會激發出一些不同的靈感。一年時間完成碩士課程的高性價比也是他選擇在香港升學的考量之一。 婭婭決定來香港，跟Akio有相似考量。她想繼續學習語言學，同時又非常喜歡閩南語、粵語等中國南方的方言，甚至還研究過臺灣的少數民族語言。婭婭有一半滿族血統。滿語瀕臨失傳的現狀讓她很想爲記錄這些語言做些什麼，也想更靠近更瞭解自己的文化，於是申請了港大的語言學碩士項目。 鹿鹿選","text":"吳坤玲：赴港求學學生數量持續增加，有意願留港的非本地畢業生數量卻沒有增加。留不住畢業生，僅僅是香港近年人才流失問題中的一環。 文 | 吳坤玲 剛剛過去的寒假裏婭婭很忙。她從多倫多大學本科畢業後在香港大學讀語言學碩士。入學不久，婭婭就加入了港大划艇俱樂部。她現在每天還練習街舞滑長板、徒步、衝浪。出生在南京，15歲隨家人到加拿大生活，婭婭從未體驗過這樣能上山下海的暖冬。一切都很新鮮。 國內知名留學中介機構啓德留學的數據顯示，2021年疫情導致大批海外中國留學生“迴流”，香港TOP3名校(香港大學、香港科技大學、香港中文大學)碩士錄取的內地學生中，近30%的人本科畢業於海外院校。 在北京從事留學中介業務十餘年的趙女士表示，香港的研究生項目時間短，港高校在國內的認可度高，加上疫情期間出國成本和不確定性的增加，即便香港高校比較少，在趙女士所在機構，申請香港高校研究生的案例數量較去年仍有增加，其中不乏海外本科畢業生。 01 香港引力：文化、地緣、性價比 Akio出生在2000年，2021年本科畢業。他來自中國臺灣，父親常年往來兩岸做生意。在臺企聚集的東莞唸完高中後，他前往美國紐約視覺藝術學院學習電影。畢業後他想繼續學習紀錄片拍攝，得知奧斯卡最佳紀錄短片獲得者、華裔電影人楊紫燁(Ruby Yang)在港大新聞學院任教後，他有了到港大學習的念頭。 Akio說，學電影后一直接觸的都是歐美的文化，也許回到亞洲文化的圈子會激發出一些不同的靈感。一年時間完成碩士課程的高性價比也是他選擇在香港升學的考量之一。 婭婭決定來香港，跟Akio有相似考量。她想繼續學習語言學，同時又非常喜歡閩南語、粵語等中國南方的方言，甚至還研究過臺灣的少數民族語言。婭婭有一半滿族血統。滿語瀕臨失傳的現狀讓她很想爲記錄這些語言做些什麼，也想更靠近更瞭解自己的文化，於是申請了港大的語言學碩士項目。 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href=\"https://ttm.financial/S/Z74.SI\">$Singtel(Z74.SI)$ </a> Go go&nbsp;","listText":"<a href=\"https://ttm.financial/S/Z74.SI\">$Singtel(Z74.SI)$ </a> Go go&nbsp;","text":"$Singtel(Z74.SI)$ Go go","images":[{"img":"https://community-static.tradeup.com/news/be26e878f7b0087b3848f4668baefb67","width":"878","height":"1703"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/341917696553160","isVote":1,"tweetType":1,"viewCount":3243,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9961138461,"gmtCreate":1668872200353,"gmtModify":1676538123405,"author":{"id":"4099833302922840","authorId":"4099833302922840","name":"KPL","avatar":"https://static.tigerbbs.com/09ddf244cda0333555c52ecb7fdd66ec","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099833302922840","idStr":"4099833302922840"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/9961138461","repostId":"1143890380","repostType":4,"repost":{"id":"1143890380","kind":"news","pubTimestamp":1668822759,"share":"https://ttm.financial/m/news/1143890380?lang=en_US&edition=fundamental","pubTime":"2022-11-19 09:52","market":"us","language":"en","title":"Sea Limited: Profitability May Be Around The Corner","url":"https://stock-news.laohu8.com/highlight/detail?id=1143890380","media":"Seeking Alpha","summary":"SummaryFurther uncertainty for Sea Limited's Garena as its QAU did not stabilize as expected. New ga","content":"<html><head></head><body><h3>Summary</h3><ul><li>Further uncertainty for Sea Limited&#39;s Garena as its QAU did not stabilize as expected. New games were launched in recent months.</li><li>Shopee’s race to profitability has accelerated as shown in the material improvements in unit economics, and they are expected to be profitable by FY23.</li><li>SeaBank&#39;s credit business is growing strongly and its overall credit business is profitable and cash flow positive. Its revenue now makes up 10.4% of its overall revenue.</li><li>Execution has been on point in attaining profitability although that resulted in declining growth in FY22. Management believes growth can reaccelerate once it achieves profitability.</li><li>Sea Limited has sufficient cash reserves to pay off the convertible notes.</li></ul><h3>Investment Thesis</h3><p><a href=\"https://laohu8.com/S/SE\">Sea Limited</a> has come under much scrutiny in the past 2 years as the shift in focus from growth to profitability and macro headwinds have led to a massive growth decline across itsShopee and Garena units. While this is unfortunate, management has executed brilliantly so far to turn the company into an increasingly self-sufficient business in the near term.</p><p>In this article, I attempt to dive deeper into itsQ3 2022 resultand provide an overall analysis of the earnings. Although I’d like to highlight that the management has explicitly stated that growth can reaccelerate after attaining profitability and that they have a sufficient cash reserve to pay off the convertible notes sitting on the balance sheet.</p><h3>Garena<img src=\"https://static.tigerbbs.com/ab8fe0ed7909a98b7fdf0b930bc362df\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/></h3><p>SE 10-Q</p><p><img src=\"https://static.tigerbbs.com/8386bb1c95c3d5300e1fe0f371528199\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/></p><p>SE 10-Q</p><p>Garena’s QAU and QPU continued to decline sequentially, as the management’s anticipation of its user base stabilizing did not materialize. The macro headwinds continue to be a headache, and it seems that there is more uncertainty lying ahead for Garena Free Fire. The key forward is to focus on launching new games, with games such asPrimitive EraandBlack Clover Mobilelaunching recently. While this indicates that management is working hard to reaccelerate Garena’s growth, it is important to recognize that the success of games is not guaranteed, and this is the bigger uncertainty for the business. As a result, this caused its adjusted EBITDA margin to further decline to 32.5% during the quarter.</p><p>Additionally, management states that the expiry of the agreement with Riot Games will have no impact on Garena’s publishing business, and Garena is seeking other top-game developers for their publishing business.</p><p>Shopee<img src=\"https://static.tigerbbs.com/79b7f33be279fa015f52addd35b55d96\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/>SE 10-Q<img src=\"https://static.tigerbbs.com/6aaff49a0ba8c901eadda2b7cf01a391\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/>SE 10-Q</p><p>Shopee’s GMV grew 14% Y/Y and the number of orders grew 18% Y/Y, a continuous decline in the past couple of quarters. This is a result of management pulling back on its sales and marketing (“S&amp;M”) expenses, exiting multiple markets, cutting costs aggressively (such as hiring), and lastly, the lower consumer discretionary spending. This is in contrast to Lazada (NYSE: BABA), as the number oforders declined Y/Yand they are also prioritizing profitability through increased monetization.</p><p>While this does show that consumers continue to spend on Shopee in SEA, its GMV and number of orders are partially contributed by Shopee Brazil. In a tough macro environment, Shopee experienced a 36% Y/Y growth in the number of brands on the platform, indicating that Shopee is an increasingly important partner in growing its online revenue.<img src=\"https://static.tigerbbs.com/7e09e1e030c482f41afaf8695896f9ec\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/>SE 10-Q</p><p>The more important portion is Shopee’s improvement in profitability. Its overall adjusted EBITDA loss per order continues to improve by 23.5% sequentially, and more specifically, Shopee Brazil’s loss per order improved by 27.5% sequentially during the quarter as compared to 6.6% in the last quarter. Moreover, Shopee is expected to attain profitability by FY23 instead of FY25 as previously guided by the management. This goes to show that the management has made great strides in pursuing profitability, which is impressive in my view. Once it attained self-sufficiency, growth can reaccelerate, although, the management is expecting flat or negative growth in certain metrics in the near term.</p><h3>SeaBank</h3><p><i>Note that I will be using “SeaBank” and “SeaMoney” interchangeably.</i></p><p><img src=\"https://static.tigerbbs.com/0f0cb77d6ac22f50a1208eaf075db51c\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/></p><p>SE 10-Q</p><p>SeaMoney’s loan receivables grew 46% from 4Q21 and 110% from 3Q21 to $2.2 billion. These are loans provided to customers whereby SeaMoney generates revenue by charging interest rates, and it has been growing quickly. In myprevious article, I showed that in Sep 2022, SeaBank Indonesia grew its loans and customer deposits by 111% Y/Y and 147% Y/Y, respectively, and the launch of ShopeePay in Brazil. During the earnings call, management stated that the credit business is profitable and cash flow positive, and it will be focusing on growing this business in Southeast Asia (“SEA”) and Brazil.</p><p>Additionally, they have also said to diversify their source of funding for the credit business, which I believe is to seek third-party financing partners to reduce the capital required for the business and at the same time, reduce credit risk. Similar to Bank Jago (IDX: ARTO), SeaBank may utilize the data of its partners to help improve the non-performing loans and scale its lending. Readers who are unaware of SeaBank’s business model can head to mydeep diveinto the company.</p><p><img src=\"https://static.tigerbbs.com/2de194897c03f180f99a0dd2b75bf2d0\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/></p><p>SE 10-Q</p><p><img src=\"https://static.tigerbbs.com/5932cc09aca0134084217800afb30399\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/></p><p>SE 10-Q</p><p><img src=\"https://static.tigerbbs.com/6205c82c79c753720862ed8385dd0e2a\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/></p><p>SE 10-Q</p><p>As a result of its growing deposits and loan books, its Q3 2022 revenue grew 147% Y/Y, and it has been increasingly making up a bigger portion of its overall revenue at 10.4% this quarter. Management had also been deliberate in cutting down on S&amp;M expenses and combined with its acceleration revenue growth, its adjusted EBITDA margin has improved massively to -20.7% during the quarter. This is compared to -40% in 2Q22 and -120.3% a year ago.</p><h3>Sufficient Cash Reserves To Pay off Convertible Notes<img src=\"https://static.tigerbbs.com/4ff585449530fce4084e7d1447e077b4\" tg-width=\"1280\" tg-height=\"798\" referrerpolicy=\"no-referrer\"/></h3><p>SE 10-Q</p><p>One of the biggest concerns about Sea Limited for investors is the cash burn rate, as they fear that the company does not have enough sufficient cash reserves to pay off convertible notes maturing in 2026. However, not only did the cash outflow slow in Q3 2022, but the management has also hinted that there are sufficient cash reserves to pay off the convertible notes:</p><blockquote>“We aim to continue to maintain a net cash position, after budgeting for the full retirement in cash of outstanding convertible bonds and assuming no external funding.”</blockquote><h3>Conclusion</h3><p>Overall, this was a pretty decent quarter for Sea Limited, as we could see that they had made huge improvements on the road to profitability, particularly for Shopee. While that comes at a growth trade-off, management has indicated that Shopee can reaccelerate its growth after attaining profitability in FY23, which is pulled forward from FY25 as guided previously.</p><p>Garena&#39;s results continue to be a concern as macro seems to have a longer-than-expected impact on its user base and its profitability as a result has been trending downwards over the past couple of quarters. Management has been working hard on its gaming pipelines, although the uncertainty lies in the successes of these new games and whether they could reaccelerate their growth in the future.</p><p>SeaBank has been growing its top line really quickly and huge improvements were made on the bottom line as well. Furthermore, the overall credit business is profitable and is generating positive cash flow, and has been increasingly making up a larger proportion of its total revenue. I continue to believe that this can be a potential growth driver for Sea Limited.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Sea Limited: Profitability May Be Around The Corner</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSea Limited: Profitability May Be Around The Corner\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-19 09:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4559176-sea-limited-profitability-may-be-around-the-corner><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryFurther uncertainty for Sea Limited's Garena as its QAU did not stabilize as expected. New games were launched in recent months.Shopee’s race to profitability has accelerated as shown in the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4559176-sea-limited-profitability-may-be-around-the-corner\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"https://seekingalpha.com/article/4559176-sea-limited-profitability-may-be-around-the-corner","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143890380","content_text":"SummaryFurther uncertainty for Sea Limited's Garena as its QAU did not stabilize as expected. New games were launched in recent months.Shopee’s race to profitability has accelerated as shown in the material improvements in unit economics, and they are expected to be profitable by FY23.SeaBank's credit business is growing strongly and its overall credit business is profitable and cash flow positive. Its revenue now makes up 10.4% of its overall revenue.Execution has been on point in attaining profitability although that resulted in declining growth in FY22. Management believes growth can reaccelerate once it achieves profitability.Sea Limited has sufficient cash reserves to pay off the convertible notes.Investment ThesisSea Limited has come under much scrutiny in the past 2 years as the shift in focus from growth to profitability and macro headwinds have led to a massive growth decline across itsShopee and Garena units. While this is unfortunate, management has executed brilliantly so far to turn the company into an increasingly self-sufficient business in the near term.In this article, I attempt to dive deeper into itsQ3 2022 resultand provide an overall analysis of the earnings. Although I’d like to highlight that the management has explicitly stated that growth can reaccelerate after attaining profitability and that they have a sufficient cash reserve to pay off the convertible notes sitting on the balance sheet.GarenaSE 10-QSE 10-QGarena’s QAU and QPU continued to decline sequentially, as the management’s anticipation of its user base stabilizing did not materialize. The macro headwinds continue to be a headache, and it seems that there is more uncertainty lying ahead for Garena Free Fire. The key forward is to focus on launching new games, with games such asPrimitive EraandBlack Clover Mobilelaunching recently. While this indicates that management is working hard to reaccelerate Garena’s growth, it is important to recognize that the success of games is not guaranteed, and this is the bigger uncertainty for the business. As a result, this caused its adjusted EBITDA margin to further decline to 32.5% during the quarter.Additionally, management states that the expiry of the agreement with Riot Games will have no impact on Garena’s publishing business, and Garena is seeking other top-game developers for their publishing business.ShopeeSE 10-QSE 10-QShopee’s GMV grew 14% Y/Y and the number of orders grew 18% Y/Y, a continuous decline in the past couple of quarters. This is a result of management pulling back on its sales and marketing (“S&M”) expenses, exiting multiple markets, cutting costs aggressively (such as hiring), and lastly, the lower consumer discretionary spending. This is in contrast to Lazada (NYSE: BABA), as the number oforders declined Y/Yand they are also prioritizing profitability through increased monetization.While this does show that consumers continue to spend on Shopee in SEA, its GMV and number of orders are partially contributed by Shopee Brazil. In a tough macro environment, Shopee experienced a 36% Y/Y growth in the number of brands on the platform, indicating that Shopee is an increasingly important partner in growing its online revenue.SE 10-QThe more important portion is Shopee’s improvement in profitability. Its overall adjusted EBITDA loss per order continues to improve by 23.5% sequentially, and more specifically, Shopee Brazil’s loss per order improved by 27.5% sequentially during the quarter as compared to 6.6% in the last quarter. Moreover, Shopee is expected to attain profitability by FY23 instead of FY25 as previously guided by the management. This goes to show that the management has made great strides in pursuing profitability, which is impressive in my view. Once it attained self-sufficiency, growth can reaccelerate, although, the management is expecting flat or negative growth in certain metrics in the near term.SeaBankNote that I will be using “SeaBank” and “SeaMoney” interchangeably.SE 10-QSeaMoney’s loan receivables grew 46% from 4Q21 and 110% from 3Q21 to $2.2 billion. These are loans provided to customers whereby SeaMoney generates revenue by charging interest rates, and it has been growing quickly. In myprevious article, I showed that in Sep 2022, SeaBank Indonesia grew its loans and customer deposits by 111% Y/Y and 147% Y/Y, respectively, and the launch of ShopeePay in Brazil. During the earnings call, management stated that the credit business is profitable and cash flow positive, and it will be focusing on growing this business in Southeast Asia (“SEA”) and Brazil.Additionally, they have also said to diversify their source of funding for the credit business, which I believe is to seek third-party financing partners to reduce the capital required for the business and at the same time, reduce credit risk. Similar to Bank Jago (IDX: ARTO), SeaBank may utilize the data of its partners to help improve the non-performing loans and scale its lending. Readers who are unaware of SeaBank’s business model can head to mydeep diveinto the company.SE 10-QSE 10-QSE 10-QAs a result of its growing deposits and loan books, its Q3 2022 revenue grew 147% Y/Y, and it has been increasingly making up a bigger portion of its overall revenue at 10.4% this quarter. Management had also been deliberate in cutting down on S&M expenses and combined with its acceleration revenue growth, its adjusted EBITDA margin has improved massively to -20.7% during the quarter. This is compared to -40% in 2Q22 and -120.3% a year ago.Sufficient Cash Reserves To Pay off Convertible NotesSE 10-QOne of the biggest concerns about Sea Limited for investors is the cash burn rate, as they fear that the company does not have enough sufficient cash reserves to pay off convertible notes maturing in 2026. However, not only did the cash outflow slow in Q3 2022, but the management has also hinted that there are sufficient cash reserves to pay off the convertible notes:“We aim to continue to maintain a net cash position, after budgeting for the full retirement in cash of outstanding convertible bonds and assuming no external funding.”ConclusionOverall, this was a pretty decent quarter for Sea Limited, as we could see that they had made huge improvements on the road to profitability, particularly for Shopee. While that comes at a growth trade-off, management has indicated that Shopee can reaccelerate its growth after attaining profitability in FY23, which is pulled forward from FY25 as guided previously.Garena's results continue to be a concern as macro seems to have a longer-than-expected impact on its user base and its profitability as a result has been trending downwards over the past couple of quarters. Management has been working hard on its gaming pipelines, although the uncertainty lies in the successes of these new games and whether they could reaccelerate their growth in the future.SeaBank has been growing its top line really quickly and huge improvements were made on the bottom line as well. Furthermore, the overall credit business is profitable and is generating positive cash flow, and has been increasingly making up a larger proportion of its total revenue. I continue to believe that this can be a potential growth driver for Sea Limited.","news_type":1,"symbols_score_info":{"SE":0.9}},"isVote":1,"tweetType":1,"viewCount":729,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9966467718,"gmtCreate":1669616227234,"gmtModify":1676538214244,"author":{"id":"4099833302922840","authorId":"4099833302922840","name":"KPL","avatar":"https://static.tigerbbs.com/09ddf244cda0333555c52ecb7fdd66ec","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099833302922840","idStr":"4099833302922840"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/9966467718","repostId":"1198835584","repostType":4,"repost":{"id":"1198835584","kind":"news","pubTimestamp":1669589744,"share":"https://ttm.financial/m/news/1198835584?lang=en_US&edition=fundamental","pubTime":"2022-11-28 06:55","market":"us","language":"en","title":"Jobs, Housing Data, GDP Bring Investors Into December: What to Know This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1198835584","media":"Yahoo Finance","summary":"Investors returning from the Thanksgiving holiday will face a deluge of economic releases in the wee","content":"<html><head></head><body><p>Investors returning from the Thanksgiving holiday will face a deluge of economic releases in the week ahead as Wall Street heads into the final month of 2022 and braces for the Federal Reserve’s last interest rate hike of the year.</p><p><img src=\"https://static.tigerbbs.com/07e084694ac7c797625be53771937802\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><p>The government’s monthly employment report, data on the housing market, a second look at GDP growth, PCE inflation, and a reading on consumer confidence are among the many highlights of a busy economic calendar in the coming days.</p><p>The Labor Department’s latest employment report, set for release at 8:30 a.m. ET Friday morning, will highlight the schedule.</p><p>Economists expect nonfarm payrolls rose by 200,000 last month, according to estimates from Bloomberg. If realized, the number would mark another downtrend in the labor market but reflect still-robust hiring on a historical basis.</p><p>Strong labor market readings havestoked worries that Fed officials will stay the courseon aggressive rate hikes and overshoot on monetary tightening.</p><p>“Recent monthly data from the advanced economies have tended to exceed analysts’ gloomy expectations, “ Capital Economics chief global economist Jennifer McKeown said in a recent note. “However, this resilience probably also reflects a lag before higher interest rates transmit to the economy and firms are forced to reduce employment.”</p><p>On the inflation front, investors will be watching the personal consumption expenditures&#39; (PCE) price index out Thursday to see whether the recent trend of easing inflation holds up. On a monthly basis, PCE is expected to show a 0.4% rise in October, up from 0.3% during the prior month, according to Bloomberg estimates. Over the prior year, PCE inflation is expected to have eased to a rate of 6% from 6.2% previously.</p><p>According to Bank of America’sNovember fund manager survey, investors do not expect the Fed to pivot – or change course on rate hikes – until U.S. PCE inflation falls below 4%.</p><p>For traders, this year&#39;s action has been all about what the Federal Reserve will do next, and fresh economic figures should offer clues about whether a 50- or 75-basis-point increase in the Fed&#39;s benchmark interest rate range awaits investors in mid-December.</p><p>As of Sunday morning,markets were pricing ina roughly 75% chance the Federal Reserve will deliver a 50-basis-point rate hike following the conclusion of its next meeting on December 15, data from the CME Group showed.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2fa8de8c2a5adf749e95d135caffd002\" tg-width=\"705\" tg-height=\"477\" referrerpolicy=\"no-referrer\"/><span>Federal Reserve Board Chairman Jerome Powell arrives to speak during a news conference in Washington, DC, on November 2, 2022.</span></p><p>Areadout of minutes from the Fed’s November meetingalso indicated a “substantial majority” of officials believe it will soon be time to slow the current pace of increases. But a strong November jobs report and higher than expected PCE figure may dash deceleration hopes.</p><p>“It’s premature in my mind to take anything off the table,” San Francisco Fed PresidentMary Daly said last weekwhen asked whether a 75-basis point rate hike is still possible. “I’m going into the [Fed&#39;s December 14-15] meeting with the full range of adjustments that we could make on the table and not taking off prematurely.”</p><p>While investors are hopeful for a meaningful slowdown in inflation and a subsequent policy shift over the next year, some Wall Street strategists are raising doubts about the Federal Reserve’s ability to fulfill its goals of maximum employment, stable prices, and moderate long-term interest rates.</p><p>Strategists at theBlackRock Investment Institute warned last weekglobal investors are in a “new macro regime where central banks are causing recessions rather than coming to the rescue.”</p><p>“That is clear in the rate path of major central banks set to overtighten policy as they battle inflation,” BlackRock&#39;s team, led by Jean Boivin, said in weekly commentary. “We think they will eventually pause but not cut rates when confronted with the damage of sharp rate hikes – that could be the reality of recession or the appearance of financial cracks, as seen in the U.K.”</p><p>Billionaire hedge funder Bill Ackman alsosaid in a recent call with investorsinterest rates are &#34;meaningfully below where they are going to go,” and the firm does not believe the Federal Reserve will be able to get inflation back to a consistent 2% level.</p><p>&#34;We think that is, of course, a risk for equities,&#34; Ackman said. &#34;And part of our thesis is we think inflation is going to be structurally higher.&#34;</p><p>Elsewhere in economic data this week, a second estimate of third-quarter GDP, Case-Shiller home price data, manufacturing activity gauges, and the Conference Board’s measure of consumer confidence are all on tap.</p><p>Investors are ready to close the curtains on the latest earnings season, but some standout reports will still be released, including Hewlett Packard Enterprise (HPE), Salesforce (CRM), Dollar General (DG), and Kroger (KR).</p><p>Last week, U.S. markets continued to build on recent moment in a week of trading shortened by the Thanksgiving holiday.</p><p>The S&amp;P 500ended modestly loweron Black Friday but finished the week in the green, up roughly 1.5%. The Dow Jones Industrial Average and Nasdaq Composite also advanced over the three and a half-day trading period, each rising 1.8% and 0.7%, respectively.</p><h2>Economic Calendar</h2><p><b>Monday:</b> <b><i>Dallas Fed Manufacturing Activity</i></b>, November (-23.0 expected, -19.4 during prior month)</p><p><b>Tuesday:</b> <b><i>FHFA Housing Pricing Index</i></b>, September (-1.3% expected, -0.7% during prior month); <b><i>House Price Purchasing Index</i></b>, Q3 (4.0% during prior quarter); <b><i>S&amp;P CoreLogic Case-Shiller 20-City Composite</i></b>, month-over-month, September (-1.15% expected, -1.32% during prior month); <b><i>S&amp;P CoreLogic Case-Shiller 20-City Composite</i></b>, year-over-year, September (10.65% expected, 13.08% during prior month); <b><i>S&amp;P CoreLogic Case-Shiller U.S. National Home Price Index</i></b>(12.99% during prior month); <b><i>Conference Board Consumer Confidence</i></b>, November (100.0 expected, 102.5 during prior month)</p><p><b>Wednesday:</b> <b><i>MBA Mortgage Applications</i></b>, week ended Nov. 25 (2.2% during prior week); <b><i>ADP Employment Change</i></b>, November (195,000 expected, 239,000 during prior month); <b><i>GDP Annualized</i></b>, quarter-over-quarter, Q3 second estimate (2.7% expected, 2.6% prior estimate);<b><i>Personal Consumption</i></b>, quarter-over-quarter, Q3 second estimate (1.5% expected, 1.4% prior estimate); <b><i>GDP Price Index</i></b>, quarter-over-quarter, Q3 second estimate (4.1% expected, 4.1% prior estimate); <b><i>Core PCE</i></b>, quarter-over-quarter, Q3 second estimate (4.5% prior estimate); <b><i>Advance Goods Trade Balance</i></b>, September (-$90.2 billion expected, -$92.2 billion during prior month); <b><i>Wholesale Inventories</i></b>, month-over-month, October preliminary (0.5% expected, 0.6% during prior month); <b><i>Retail Inventories</i></b>, month-over-month, October (0.4% during prior month);<b><i>MNI Chicago PMI,</i></b>November (47.0 expected, 45.2 during prior month); <b><i>PendingHome Sales</i></b>, month-over-month, October (-5.2% expected, -10.2% during prior month); <b><i>JOLTS Job Openings</i></b>, October (10.325 million expected, 10.717 million during prior month); <b><i>Federal Reserve Beige Book</i></b></p><p><b>Thursday:</b> <b><i>Challenger Job Cuts</i></b>, year-over-year, November (48.3% during prior month); <b><i>Personal Income</i></b>, October (0.4% expected, 0.4% during prior month); <b><i>Personal Spending</i></b>, October (0.6% expected, 0.8% during prior month); <b><i>PCE Deflator</i></b>, month-over-month, October (0.4% expected, 0.3% during prior month);<b><i>PCE Deflator</i></b>, year-over-year, October (6.0% expected, 6.2% during prior month); <b><i>PCE Core Deflator</i></b>, month-over-month, October (0.3% expected, 0.5% during prior month); <b><i>PCE Core Deflator</i></b>, year-over-year, October (5.0% expected, 5.1% during prior month); <b><i>Initial Jobless Claims</i></b>, week ended Nov. 26 (240,000 during prior week); <b><i>Continuing Claims,</i></b>week ended Nov. 19 (1.551 million during prior week); <b><i>S&amp;P Global U.S. Manufacturing PMI</i></b>, November final (49.8 expected, 50.2 during prior month); <b><i>Construction Spending</i></b>, month-over-month, October (-0.2% expected, -0.2% during prior month); <b><i>ISM Manufacturing</i></b>, November (49.8 expected, 50.2 during prior month); <b><i>ISM Prices Paid</i></b>, November (46.6 during prior month); <b><i>ISM New Orders</i></b>, September (49.2 during prior month); <b><i>ISM Employment</i></b>, November (50.0 during prior month); <b><i>WARDS Total Vehicle Sales</i></b>, November (14.90 million expected, 14.90 prior month)</p><p><b>Friday:</b><b><i>Change in Nonfarm Payrolls</i></b>, November (200,000 expected, 216,000 during prior month); <b><i>Unemployment Rate</i></b>, November (3.7% expected, 3.7% during prior month); <b><i>Average Hourly Earnings</i></b>, month-over-month, November (0.3% expected, 0.4% during prior month);<b><i>Average Hourly Earnings</i></b>, year-over-year, November (4.6% expected, 4.7% prior month); <b><i>Average Weekly Hours All Employees</i></b>, November (34.5 expected, 34.5 during prior month); <b><i>Labor Force Participation Rate</i></b>, November (62.3% expected, 62.3% during prior month); <b><i>Underemployment Rate</i></b>, November (60.8% prior month)</p><p>—</p><h2><b>Earnings Calendar</b></h2><p><img src=\"https://static.tigerbbs.com/a40d1324fad197369d0fd7fc5d75b1b5\" tg-width=\"2027\" tg-height=\"1426\" referrerpolicy=\"no-referrer\"/></p><p><b>Monday:</b> Arrowhead (ARWR), AZEK (AZEK)</p><p><b>Tuesday:</b> Baozun (BZUN), Bilibili (BILI), Compass Minerals (CMP), CrowdStrike (CRWD), Hewlett Packard Enterprise (HPE), Hibbett (HIBB), Intuit (INTU), NetApp (NTAP), Workday (WDAY)</p><p><b>Wednesday:</b> Donaldson (DCI), Five Below (FIVE), Frontline (FRO), Hormel Foods (HRL), La-Z-Boy (LZB), Nutanix (NTNX), Okta (OKTA), Petco Health and Wellness (WOOF), Pure Storage (PSTG), PVH (PVH), Royal Bank of Canada (RY), Salesforce (CRM), Snowflake (SNOW), Splunk (SPLK), Synopsys (SNPS), Titan Machinery (TITN), Victoria&#39;s Secret (VSCO)</p><p><b>Thursday:</b> Ambarella (AMBA), American Outdoor Brands (AOUT), Big Lots (BIG), ChargePoint (CHPT), Designer Brands (DBI), Dollar General (DG), G-III Apparel (GIII), Kroger (KR), Li Auto (LI), Manchester United (MANU), Marvell Technology (MRVL), Patterson Companies (PDCO), Toronto-Dominion Bank (TD), Ulta Beauty (ULTA), Veeva Systems (VEEV), Weber (WEBR), Zscaler (ZS)</p><p><b>Friday:</b> Cracker Barrel (CBRL), Genesco (GCO)</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>Jobs, Housing Data, GDP Bring Investors Into December: What to Know This Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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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\">\nJobs, Housing Data, GDP Bring Investors Into December: What to Know This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-28 06:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/stock-market-lookahead-november-jobs-report-federal-reserve-182021843.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors returning from the Thanksgiving holiday will face a deluge of economic releases in the week ahead as Wall Street heads into the final month of 2022 and braces for the Federal Reserve’s last ...</p>\n\n<a href=\"https://finance.yahoo.com/news/stock-market-lookahead-november-jobs-report-federal-reserve-182021843.html\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://finance.yahoo.com/news/stock-market-lookahead-november-jobs-report-federal-reserve-182021843.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198835584","content_text":"Investors returning from the Thanksgiving holiday will face a deluge of economic releases in the week ahead as Wall Street heads into the final month of 2022 and braces for the Federal Reserve’s last interest rate hike of the year.The government’s monthly employment report, data on the housing market, a second look at GDP growth, PCE inflation, and a reading on consumer confidence are among the many highlights of a busy economic calendar in the coming days.The Labor Department’s latest employment report, set for release at 8:30 a.m. ET Friday morning, will highlight the schedule.Economists expect nonfarm payrolls rose by 200,000 last month, according to estimates from Bloomberg. If realized, the number would mark another downtrend in the labor market but reflect still-robust hiring on a historical basis.Strong labor market readings havestoked worries that Fed officials will stay the courseon aggressive rate hikes and overshoot on monetary tightening.“Recent monthly data from the advanced economies have tended to exceed analysts’ gloomy expectations, “ Capital Economics chief global economist Jennifer McKeown said in a recent note. “However, this resilience probably also reflects a lag before higher interest rates transmit to the economy and firms are forced to reduce employment.”On the inflation front, investors will be watching the personal consumption expenditures' (PCE) price index out Thursday to see whether the recent trend of easing inflation holds up. On a monthly basis, PCE is expected to show a 0.4% rise in October, up from 0.3% during the prior month, according to Bloomberg estimates. Over the prior year, PCE inflation is expected to have eased to a rate of 6% from 6.2% previously.According to Bank of America’sNovember fund manager survey, investors do not expect the Fed to pivot – or change course on rate hikes – until U.S. PCE inflation falls below 4%.For traders, this year's action has been all about what the Federal Reserve will do next, and fresh economic figures should offer clues about whether a 50- or 75-basis-point increase in the Fed's benchmark interest rate range awaits investors in mid-December.As of Sunday morning,markets were pricing ina roughly 75% chance the Federal Reserve will deliver a 50-basis-point rate hike following the conclusion of its next meeting on December 15, data from the CME Group showed.Federal Reserve Board Chairman Jerome Powell arrives to speak during a news conference in Washington, DC, on November 2, 2022.Areadout of minutes from the Fed’s November meetingalso indicated a “substantial majority” of officials believe it will soon be time to slow the current pace of increases. But a strong November jobs report and higher than expected PCE figure may dash deceleration hopes.“It’s premature in my mind to take anything off the table,” San Francisco Fed PresidentMary Daly said last weekwhen asked whether a 75-basis point rate hike is still possible. “I’m going into the [Fed's December 14-15] meeting with the full range of adjustments that we could make on the table and not taking off prematurely.”While investors are hopeful for a meaningful slowdown in inflation and a subsequent policy shift over the next year, some Wall Street strategists are raising doubts about the Federal Reserve’s ability to fulfill its goals of maximum employment, stable prices, and moderate long-term interest rates.Strategists at theBlackRock Investment Institute warned last weekglobal investors are in a “new macro regime where central banks are causing recessions rather than coming to the rescue.”“That is clear in the rate path of major central banks set to overtighten policy as they battle inflation,” BlackRock's team, led by Jean Boivin, said in weekly commentary. “We think they will eventually pause but not cut rates when confronted with the damage of sharp rate hikes – that could be the reality of recession or the appearance of financial cracks, as seen in the U.K.”Billionaire hedge funder Bill Ackman alsosaid in a recent call with investorsinterest rates are \"meaningfully below where they are going to go,” and the firm does not believe the Federal Reserve will be able to get inflation back to a consistent 2% level.\"We think that is, of course, a risk for equities,\" Ackman said. \"And part of our thesis is we think inflation is going to be structurally higher.\"Elsewhere in economic data this week, a second estimate of third-quarter GDP, Case-Shiller home price data, manufacturing activity gauges, and the Conference Board’s measure of consumer confidence are all on tap.Investors are ready to close the curtains on the latest earnings season, but some standout reports will still be released, including Hewlett Packard Enterprise (HPE), Salesforce (CRM), Dollar General (DG), and Kroger (KR).Last week, U.S. markets continued to build on recent moment in a week of trading shortened by the Thanksgiving holiday.The S&P 500ended modestly loweron Black Friday but finished the week in the green, up roughly 1.5%. The Dow Jones Industrial Average and Nasdaq Composite also advanced over the three and a half-day trading period, each rising 1.8% and 0.7%, respectively.Economic CalendarMonday: Dallas Fed Manufacturing Activity, November (-23.0 expected, -19.4 during prior month)Tuesday: FHFA Housing Pricing Index, September (-1.3% expected, -0.7% during prior month); House Price Purchasing Index, Q3 (4.0% during prior quarter); S&P CoreLogic Case-Shiller 20-City Composite, month-over-month, September (-1.15% expected, -1.32% during prior month); S&P CoreLogic Case-Shiller 20-City Composite, year-over-year, September (10.65% expected, 13.08% during prior month); S&P CoreLogic Case-Shiller U.S. National Home Price Index(12.99% during prior month); Conference Board Consumer Confidence, November (100.0 expected, 102.5 during prior month)Wednesday: MBA Mortgage Applications, week ended Nov. 25 (2.2% during prior week); ADP Employment Change, November (195,000 expected, 239,000 during prior month); GDP Annualized, quarter-over-quarter, Q3 second estimate (2.7% expected, 2.6% prior estimate);Personal Consumption, quarter-over-quarter, Q3 second estimate (1.5% expected, 1.4% prior estimate); GDP Price Index, quarter-over-quarter, Q3 second estimate (4.1% expected, 4.1% prior estimate); Core PCE, quarter-over-quarter, Q3 second estimate (4.5% prior estimate); Advance Goods Trade Balance, September (-$90.2 billion expected, -$92.2 billion during prior month); Wholesale Inventories, month-over-month, October preliminary (0.5% expected, 0.6% during prior month); Retail Inventories, month-over-month, October (0.4% during prior month);MNI Chicago PMI,November (47.0 expected, 45.2 during prior month); PendingHome Sales, month-over-month, October (-5.2% expected, -10.2% during prior month); JOLTS Job Openings, October (10.325 million expected, 10.717 million during prior month); Federal Reserve Beige BookThursday: Challenger Job Cuts, year-over-year, November (48.3% during prior month); Personal Income, October (0.4% expected, 0.4% during prior month); Personal Spending, October (0.6% expected, 0.8% during prior month); PCE Deflator, month-over-month, October (0.4% expected, 0.3% during prior month);PCE Deflator, year-over-year, October (6.0% expected, 6.2% during prior month); PCE Core Deflator, month-over-month, October (0.3% expected, 0.5% during prior month); PCE Core Deflator, year-over-year, October (5.0% expected, 5.1% during prior month); Initial Jobless Claims, week ended Nov. 26 (240,000 during prior week); Continuing Claims,week ended Nov. 19 (1.551 million during prior week); S&P Global U.S. Manufacturing PMI, November final (49.8 expected, 50.2 during prior month); Construction Spending, month-over-month, October (-0.2% expected, -0.2% during prior month); ISM Manufacturing, November (49.8 expected, 50.2 during prior month); ISM Prices Paid, November (46.6 during prior month); ISM New Orders, September (49.2 during prior month); ISM Employment, November (50.0 during prior month); WARDS Total Vehicle Sales, November (14.90 million expected, 14.90 prior month)Friday:Change in Nonfarm Payrolls, November (200,000 expected, 216,000 during prior month); Unemployment Rate, November (3.7% expected, 3.7% during prior month); Average Hourly Earnings, month-over-month, November (0.3% expected, 0.4% during prior month);Average Hourly Earnings, year-over-year, November (4.6% expected, 4.7% prior month); Average Weekly Hours All Employees, November (34.5 expected, 34.5 during prior month); Labor Force Participation Rate, November (62.3% expected, 62.3% during prior month); Underemployment Rate, November (60.8% prior month)—Earnings CalendarMonday: Arrowhead (ARWR), AZEK (AZEK)Tuesday: Baozun (BZUN), Bilibili (BILI), Compass Minerals (CMP), CrowdStrike (CRWD), Hewlett Packard Enterprise (HPE), Hibbett (HIBB), Intuit (INTU), NetApp (NTAP), Workday (WDAY)Wednesday: Donaldson (DCI), Five Below (FIVE), Frontline (FRO), Hormel Foods (HRL), La-Z-Boy (LZB), Nutanix (NTNX), Okta (OKTA), Petco Health and Wellness (WOOF), Pure Storage (PSTG), PVH (PVH), Royal Bank of Canada (RY), Salesforce (CRM), Snowflake (SNOW), Splunk (SPLK), Synopsys (SNPS), Titan Machinery (TITN), Victoria's Secret (VSCO)Thursday: Ambarella (AMBA), American Outdoor Brands (AOUT), Big Lots (BIG), ChargePoint (CHPT), Designer Brands (DBI), Dollar General (DG), G-III Apparel (GIII), Kroger (KR), Li Auto (LI), Manchester United (MANU), Marvell Technology (MRVL), Patterson Companies (PDCO), Toronto-Dominion Bank (TD), Ulta Beauty (ULTA), Veeva Systems (VEEV), Weber (WEBR), Zscaler (ZS)Friday: Cracker Barrel (CBRL), Genesco (GCO)","news_type":1,"symbols_score_info":{".SPX":0.9,".DJI":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":528,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9929427327,"gmtCreate":1670723232969,"gmtModify":1676538422933,"author":{"id":"4099833302922840","authorId":"4099833302922840","name":"KPL","avatar":"https://static.tigerbbs.com/09ddf244cda0333555c52ecb7fdd66ec","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099833302922840","idStr":"4099833302922840"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/9929427327","repostId":"2290229531","repostType":4,"repost":{"id":"2290229531","kind":"highlight","pubTimestamp":1670721187,"share":"https://ttm.financial/m/news/2290229531?lang=en_US&edition=fundamental","pubTime":"2022-12-11 09:13","market":"us","language":"en","title":"Alibaba: Go Hibernate Now, Bears - China Reopening Is Already Upon Us","url":"https://stock-news.laohu8.com/highlight/detail?id=2290229531","media":"Seeking Alpha","summary":"SummaryIt is time for the bears to go into winter hibernation mode as Beijing finally embarks on its","content":"<html><head></head><body><h2>Summary</h2><ul><li>It is time for the bears to go into winter hibernation mode as Beijing finally embarks on its reopening cadence with some semblance of pre-pandemic normality.</li><li>The BABA stock has also enjoyed an excellent 52.26% rally from its October lows of $58.01, though its P/E valuations remain depressed at 11.27x.</li><li>With our ambitious price target of $166.60, the 300B Yuan stimulus package, and the projected GDP growth of over 5% in 2023, the worst may be behind us indeed.</li><li>Nighty night bears.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a8678dbf08e5336933022d39c54e6c8b\" tg-width=\"750\" tg-height=\"536\" referrerpolicy=\"no-referrer\"/><span>adogslifephoto/iStock via Getty Images</span></p><p><b>Investment Thesis</b></p><p>Alibaba Group&#39;s (NYSE:BABA) recovery remains a big question for many investors&#39; and traders&#39; minds. As characterized by Daniel Schönberger, BABA is indeed A Candidate For The Record Book Of Mispriced Stocks, especially due to Jack Ma&#39;s previous misstep and Beijing Crackdown. The stock has undoubtedly suffered a -72.14% plunge since the peak level of $317.14 in November 2020. Naturally, the risks went beyond skin deep, due to the country&#39;s ongoing Zero Covid Policy, the slowing Chinese GDP growth, the property market crisis, the Marxist government policy, and the ongoing US-China trade war in multiple sectors.</p><p>BABA stock remains highly sensitive to market and geopolitical news, which makes our rating of a speculative buy - the understatement of the year indeed. Naturally, the stock is only suitable for investors with lead-lined stomachs and unduly patient investing trajectories.</p><p>However, we are already starting to see some light at the end of the tunnel, or as BBC puts it, &#34;The government appears to have quietly dumped Zero Covid as a goal.&#34; With the rhetorics gradually shifting towards some semblance of pre-pandemic life, we may witness a slow, but steady reopening cadence as Beijing carefully calibrates between COVID infection levels and public sentiment over the next few months. Combined with the 300B Yuan stimulus package, China&#39;s economic recovery may surprise the worst of bears, with some analysts projecting an optimistic 5% GDP growth in 2023. Only time will tell, though we choose to be quietly confident that the worst may be over.</p><p><b>BABA&#39;s Declining Margins Warrants A Discount IndeedBABA Revenue, Net Income (in billion Yuan) %, EBIT %, and EPS</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e1eec9c084d2b7831e720cc1b3da567a\" tg-width=\"640\" tg-height=\"273\" referrerpolicy=\"no-referrer\"/><span>S&amp;P Capital IQ</span></p><p>It is evident that market analysts are quietly optimistic about BABA&#39;s upcoming FQ3&#39;23 earnings call. This is due to the notable inline performance of 1.7% YoY revenue growth and a minimal -5.3% decline in EPS, despite the tougher YoY comparison and persistent lockdowns. Furthermore, with the aggressive cost-cutting strategies and layoffs thus far, the company has been recording improved operating efficiencies by -9.13% YoY in the latest quarter. Therefore, it is not surprising to see improved EBIT margins of 13.3% and net income margins of 17.2% by the next quarter, though still significantly below pre-pandemic levels of 24.5% and 30.1%.</p><p><b>BABA Cash/ Equivalents, FCF (in billion Yuan) %, Debt, and Assets</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2a7ee9529c515d7a38d83b24df9f315e\" tg-width=\"640\" tg-height=\"319\" referrerpolicy=\"no-referrer\"/><span>S&amp;P Capital IQ</span></p><p>Even though there is a $1B fine ANT Group overhang from the government, we are not worried at all, since BABA continues to boast excellent cash and equivalents of 246.85B Yuan or the equivalent of $34.7B in FQ2&#39;23. Furthermore, market analysts expect the company to record a more than decent Free Cash Flow [FCF] generation of 62.29B Yuan and margins of 25.3% by the next quarter, indicating its sustained profitability indeed.</p><p>One will quickly realize that the Chinese markets are clearly not uninvestable, in comparison to their peers in the US stock market. Naturally, after removing the lens of geopolitical bias. Amazon (AMZN) similarly faces an $865M fine from the EU, Alphabet (GOOG) with an $8.68B fine from the EU, Meta (META) with a $277M fine from the EU, and Microsoft (MSFT) with a total of $1.6B of fine from the EU through the past decade. In spite so, AMZN still enjoys an excellent NTM P/E valuation of 63.07x, GOOG 20.24X, META 16.96x, and MSFT 25.34x, while BABA remains depressed at 11.24x. Thereby, pointing to the latter&#39;s geopolitical misfortune.</p><p><b>BABA Projected Revenue, Net Income (in billion Yuan) %, EBIT %, EPS,FCF %, and Debt</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/add7eaab5465003ab8708bf8139aac99\" tg-width=\"640\" tg-height=\"271\" referrerpolicy=\"no-referrer\"/><span>S&amp;P Capital IQ</span></p><p>On the one hand, investors will be disappointed if they are looking for pre-pandemic top and bottom CAGRs of 47.6%/ 31.2%, since BABA&#39;s growth will decelerate further due to the uncertain reopening cadence and slower economic growth. On the other hand, while its margins are not expected to recover to pre-pandemic levels, market analysts are projecting optimistic EBIT/ net income/ FCF margins of 12.7%/ 17.1%/ 15.5% by FY2025. These numbers are notably expanded from 8.2%/16.8%/11.6% in FY2022. We are also looking at an excellent forward EPS of 68.26 Yuan by FY2025, against 52.98 Yuan in FY2020 and 52.69 Yuan in FY2022.</p><p>In addition, keen investors must be informed about BABA&#39;s fortress-like balance sheet, due to the stellar projected -503.46B Yuan or the equivalent of -$72.32B in net debts by FY2025 against -$30.48B in FY2020 and -$43.92B in FY2022. Impressive indeed, since its book value per share may also grow tremendously to $71.50 by FY2025, compared to $40.33 in FY2020 and $51.69 in FY2022.</p><p>In the meantime, we encourage you to read our previous article, which would help you better understand its position and market opportunities.</p><ul><li>Alibaba: The Black Sheep In A Bear Market</li><li>Alibaba: The Purge Is Finally Here - Jack Ma Says Goodbye To ANT</li></ul><p><b>So, Is BABA Stock A Buy, Sell, Or Hold?BABA 5Y EV/Revenue and P/E Valuations</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/77125729c3d256af656a88b93ca03014\" tg-width=\"640\" tg-height=\"256\" referrerpolicy=\"no-referrer\"/><span>S&amp;P Capital IQ</span></p><p>BABA is currently trading at an EV/NTM Revenue of 1.66x and NTM P/E of 11.27x, lower than its 5Y mean of 5.34x and 22.97x, respectively. Otherwise, still relatively under-valued based on its YTD mean of 1.69x and 12.22x, respectively. Then again, we expect a certain discount on the previously rich 5Y mean P/E valuations, due to the notable contraction in its margins and growth moving forward. However, these current levels are also admittedly over-pessimistic, due to the worsening world events and China&#39;s chaotic Zero Covid Policy.</p><p><b>BABA YTD Stock Price</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/626913db9425f1e9e2fc1f56ad48ade9\" tg-width=\"640\" tg-height=\"221\" referrerpolicy=\"no-referrer\"/><span>Seeking Alpha</span></p><p>The BABA stock is trading at $88.33, down -36.31% from its 52 weeks high of $138.70. Despite the 52.26% rally from its 52 weeks low of $58.01 in October 2022, consensus estimates remain bullish about its prospects, given their price target of $140.50 and a 55.21% upside from current prices.</p><p>Combined with its relatively stellar EPS expansion and potential reopening cadence in China, there is no reason why BABA will not return to its previous glory indeed. Based on the forward EPS of $9.80 in FY2025 and moderate P/E valuations of 17x, we could be looking at an ambitious price target of $166.60.</p><p>Therefore, we continue to rate BABA stock as a speculative Buy. The road to China&#39;s pre-pandemic economic levels remains fraught with uphill challenges, further complicated by its supposed &#34;Russian partnership with no limits.&#34; However, no pain lasts forever, and we reckon the same logic applies to China&#39;s geopolitical risk and the Russian-Ukraine war.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba: Go Hibernate Now, Bears - China Reopening Is Already Upon Us</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba: Go Hibernate Now, Bears - China Reopening Is Already Upon Us\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-11 09:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4563129-alibaba-stock-china-reopening-already-upon-us><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryIt is time for the bears to go into winter hibernation mode as Beijing finally embarks on its reopening cadence with some semblance of pre-pandemic normality.The BABA stock has also enjoyed an ...</p>\n\n<a href=\"https://seekingalpha.com/article/4563129-alibaba-stock-china-reopening-already-upon-us\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4563129-alibaba-stock-china-reopening-already-upon-us","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2290229531","content_text":"SummaryIt is time for the bears to go into winter hibernation mode as Beijing finally embarks on its reopening cadence with some semblance of pre-pandemic normality.The BABA stock has also enjoyed an excellent 52.26% rally from its October lows of $58.01, though its P/E valuations remain depressed at 11.27x.With our ambitious price target of $166.60, the 300B Yuan stimulus package, and the projected GDP growth of over 5% in 2023, the worst may be behind us indeed.Nighty night bears.adogslifephoto/iStock via Getty ImagesInvestment ThesisAlibaba Group's (NYSE:BABA) recovery remains a big question for many investors' and traders' minds. As characterized by Daniel Schönberger, BABA is indeed A Candidate For The Record Book Of Mispriced Stocks, especially due to Jack Ma's previous misstep and Beijing Crackdown. The stock has undoubtedly suffered a -72.14% plunge since the peak level of $317.14 in November 2020. Naturally, the risks went beyond skin deep, due to the country's ongoing Zero Covid Policy, the slowing Chinese GDP growth, the property market crisis, the Marxist government policy, and the ongoing US-China trade war in multiple sectors.BABA stock remains highly sensitive to market and geopolitical news, which makes our rating of a speculative buy - the understatement of the year indeed. Naturally, the stock is only suitable for investors with lead-lined stomachs and unduly patient investing trajectories.However, we are already starting to see some light at the end of the tunnel, or as BBC puts it, \"The government appears to have quietly dumped Zero Covid as a goal.\" With the rhetorics gradually shifting towards some semblance of pre-pandemic life, we may witness a slow, but steady reopening cadence as Beijing carefully calibrates between COVID infection levels and public sentiment over the next few months. Combined with the 300B Yuan stimulus package, China's economic recovery may surprise the worst of bears, with some analysts projecting an optimistic 5% GDP growth in 2023. Only time will tell, though we choose to be quietly confident that the worst may be over.BABA's Declining Margins Warrants A Discount IndeedBABA Revenue, Net Income (in billion Yuan) %, EBIT %, and EPSS&P Capital IQIt is evident that market analysts are quietly optimistic about BABA's upcoming FQ3'23 earnings call. This is due to the notable inline performance of 1.7% YoY revenue growth and a minimal -5.3% decline in EPS, despite the tougher YoY comparison and persistent lockdowns. Furthermore, with the aggressive cost-cutting strategies and layoffs thus far, the company has been recording improved operating efficiencies by -9.13% YoY in the latest quarter. Therefore, it is not surprising to see improved EBIT margins of 13.3% and net income margins of 17.2% by the next quarter, though still significantly below pre-pandemic levels of 24.5% and 30.1%.BABA Cash/ Equivalents, FCF (in billion Yuan) %, Debt, and AssetsS&P Capital IQEven though there is a $1B fine ANT Group overhang from the government, we are not worried at all, since BABA continues to boast excellent cash and equivalents of 246.85B Yuan or the equivalent of $34.7B in FQ2'23. Furthermore, market analysts expect the company to record a more than decent Free Cash Flow [FCF] generation of 62.29B Yuan and margins of 25.3% by the next quarter, indicating its sustained profitability indeed.One will quickly realize that the Chinese markets are clearly not uninvestable, in comparison to their peers in the US stock market. Naturally, after removing the lens of geopolitical bias. Amazon (AMZN) similarly faces an $865M fine from the EU, Alphabet (GOOG) with an $8.68B fine from the EU, Meta (META) with a $277M fine from the EU, and Microsoft (MSFT) with a total of $1.6B of fine from the EU through the past decade. In spite so, AMZN still enjoys an excellent NTM P/E valuation of 63.07x, GOOG 20.24X, META 16.96x, and MSFT 25.34x, while BABA remains depressed at 11.24x. Thereby, pointing to the latter's geopolitical misfortune.BABA Projected Revenue, Net Income (in billion Yuan) %, EBIT %, EPS,FCF %, and DebtS&P Capital IQOn the one hand, investors will be disappointed if they are looking for pre-pandemic top and bottom CAGRs of 47.6%/ 31.2%, since BABA's growth will decelerate further due to the uncertain reopening cadence and slower economic growth. On the other hand, while its margins are not expected to recover to pre-pandemic levels, market analysts are projecting optimistic EBIT/ net income/ FCF margins of 12.7%/ 17.1%/ 15.5% by FY2025. These numbers are notably expanded from 8.2%/16.8%/11.6% in FY2022. We are also looking at an excellent forward EPS of 68.26 Yuan by FY2025, against 52.98 Yuan in FY2020 and 52.69 Yuan in FY2022.In addition, keen investors must be informed about BABA's fortress-like balance sheet, due to the stellar projected -503.46B Yuan or the equivalent of -$72.32B in net debts by FY2025 against -$30.48B in FY2020 and -$43.92B in FY2022. Impressive indeed, since its book value per share may also grow tremendously to $71.50 by FY2025, compared to $40.33 in FY2020 and $51.69 in FY2022.In the meantime, we encourage you to read our previous article, which would help you better understand its position and market opportunities.Alibaba: The Black Sheep In A Bear MarketAlibaba: The Purge Is Finally Here - Jack Ma Says Goodbye To ANTSo, Is BABA Stock A Buy, Sell, Or Hold?BABA 5Y EV/Revenue and P/E ValuationsS&P Capital IQBABA is currently trading at an EV/NTM Revenue of 1.66x and NTM P/E of 11.27x, lower than its 5Y mean of 5.34x and 22.97x, respectively. Otherwise, still relatively under-valued based on its YTD mean of 1.69x and 12.22x, respectively. Then again, we expect a certain discount on the previously rich 5Y mean P/E valuations, due to the notable contraction in its margins and growth moving forward. However, these current levels are also admittedly over-pessimistic, due to the worsening world events and China's chaotic Zero Covid Policy.BABA YTD Stock PriceSeeking AlphaThe BABA stock is trading at $88.33, down -36.31% from its 52 weeks high of $138.70. Despite the 52.26% rally from its 52 weeks low of $58.01 in October 2022, consensus estimates remain bullish about its prospects, given their price target of $140.50 and a 55.21% upside from current prices.Combined with its relatively stellar EPS expansion and potential reopening cadence in China, there is no reason why BABA will not return to its previous glory indeed. Based on the forward EPS of $9.80 in FY2025 and moderate P/E valuations of 17x, we could be looking at an ambitious price target of $166.60.Therefore, we continue to rate BABA stock as a speculative Buy. The road to China's pre-pandemic economic levels remains fraught with uphill challenges, further complicated by its supposed \"Russian partnership with no limits.\" However, no pain lasts forever, and we reckon the same logic applies to China's geopolitical risk and the Russian-Ukraine war.","news_type":1,"symbols_score_info":{"09988":0.9,"BABA":0.9}},"isVote":1,"tweetType":1,"viewCount":793,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9986791893,"gmtCreate":1667011591912,"gmtModify":1676537849535,"author":{"id":"4099833302922840","authorId":"4099833302922840","name":"KPL","avatar":"https://static.tigerbbs.com/09ddf244cda0333555c52ecb7fdd66ec","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099833302922840","idStr":"4099833302922840"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9986791893","repostId":"2278507483","repostType":4,"repost":{"id":"2278507483","kind":"highlight","pubTimestamp":1667005734,"share":"https://ttm.financial/m/news/2278507483?lang=en_US&edition=fundamental","pubTime":"2022-10-29 09:08","market":"us","language":"en","title":"3 Warren Buffett Stocks to Buy Hand Over Fist in November","url":"https://stock-news.laohu8.com/highlight/detail?id=2278507483","media":"Motley Fool","summary":"The Oracle of Omaha's methodology is passing the test of time after all.","content":"<div>\n<p>Warren Buffett's value-based approach to picking stocks somewhat fell out of favor back in mid-2020, when growth stocks led the market out of its pandemic-prompted pullback. The market environment is ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/10/28/3-warren-buffett-stocks-to-buy-hand-over-fist-in-n/\">Source Link</a>\n\n</div>\n","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Warren Buffett Stocks to Buy Hand Over Fist in November</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Warren Buffett Stocks to Buy Hand Over Fist in November\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-29 09:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/10/28/3-warren-buffett-stocks-to-buy-hand-over-fist-in-n/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Warren Buffett's value-based approach to picking stocks somewhat fell out of favor back in mid-2020, when growth stocks led the market out of its pandemic-prompted pullback. The market environment is ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/10/28/3-warren-buffett-stocks-to-buy-hand-over-fist-in-n/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BAC":"美国银行","KO":"可口可乐","AXP":"美国运通"},"source_url":"https://www.fool.com/investing/2022/10/28/3-warren-buffett-stocks-to-buy-hand-over-fist-in-n/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2278507483","content_text":"Warren Buffett's value-based approach to picking stocks somewhat fell out of favor back in mid-2020, when growth stocks led the market out of its pandemic-prompted pullback. The market environment is more than a little rocky this year, though, and Buffett's philosophy is proving itself once again. Whereas the S&P 500 has been rather deep in the red over the past year of trading, Berkshire Hathaway stock is basically breaking even.Translation: Given enough time, the all-weather Warren Buffett way still works.Let's take a look at three Berkshire holdings you may want to scoop up for yourself, and soon. They're mostly underperforming for now. But these stocks tend to be recession-resilient, and they could end up outperforming the broad market in the foreseeable future.1. Bank of AmericaAt first glance, there are some troubling indicators surrounding banks right now. Rising interest rates could crimp demand for loans, while a weakening economy dents borrowers' ability to make loan payments. Such an environment also sours the stock market, undermining the banking industry's investment-related businesses.But investors may be pricing in far more downside than is merited for banks at the same time they're overlooking the upsides of this situation. That's arguably what's happening with Bank of America shares anyway.Yes, last quarter's results showed a sizable uptick in provisions for losses on loans that may be in the cards, and per-share earnings fell from $0.85 to only $0.81 per share. That's quite possibly the worst trouble the bank's facing though. Even the company's investment management operation more or less matched this year's second-quarter results as well as the year-ago Q3 results during the third quarter of this year despite the broader market's poor performance.Indeed, things may even be looking up very soon for Buffett's beaten-down $133 billion Bank of America position, which accounts for more than a tenth of his total stock holdings.Although Bank of America is likely to make far fewer loans within the next few months than it has during the past few months, the net profitability of those loans should be much greater than the bank's current loan portfolio. In a recent interview with Yahoo! Finance, CEO Brian Moynihan pointed out that continued increases in interest rates could add another billion dollars worth of profitability to the company's current bottom line. That would bolster net interest income that was already up 24% year over year last quarter.It's a possibility, however, that's only recent begun to be reflected in the stock's rebound effort from a sell-off that dragged it 40% below February's peak price. Still down 20% year to date though, the bounce since October's low may be a sign that the market is finally starting to right-price this ticker headed into November.2. Coca-ColaThe recession-related risk of losing a job may prompt some people to cancel a vacation or postpone the purchase of a new car. Economic weakness and burgeoning inflation, however, typically don't cause consumers to stop buying their favorite beverages.Enter Coca-Cola, which is doing just fine at a time when most companies aren't. Last quarter's organic revenue was up 16% on a 4% increase in unit volume, meaning the beverage giant is successfully passing along its higher costs to its customers. The company also managed to gain market share in a very crowded drinks market. And, given all that its management knows right now, Coca-Cola is still looking for solid single-digit revenue and earnings growth for the upcoming year despite broad economic headwinds.This loyalty makes sense. Coca-Cola is one of the world's most recognized and beloved brand names, and being in business for 136 years means it's had plenty of time to become a fixture of the global culture. Christmas ornaments, clothing, toys, and home decor are just some of non-beverage goods that regularly borrow the Coca-Cola logo and colors, reflecting the planet's affinity for the brand outside of beverages.Of course, The Coca-Cola Company isn't just its namesake cola anymore. The company reaches plenty of non-soda drinkers as well; it also owns Dasani water, Gold Peak tea, and Minute Maid juices, just to name a few.Perhaps the real upside to new investors, however, is the nuance that Buffett likes most about this particular Berkshire holding. That's the dividend -- and its reliable growth -- that keeps on coming even in lousy environments. The quarterly payout has not only been paid like clockwork for decades now, but the annual dividend payment has been upped every year for the past 60 years.  Thanks to the stock's relative weakness this year, you can step into this stock right now while its yield is an above-average 3%.3. American ExpressFinally, add American Express to your list of Buffett stocks to buy sooner than later, while you can still buy it 26% below February's peak.On the surface, it's just another credit company. Dig deeper, though, and it's much more. Whereas competitors like Visa and Mastercard provide a payments processing platform for card issuers, American Express builds and operates its own robust charge-card ecosystem. The bulk of the company's personal and business charge cards impose an annual fee, but it's a fee its customers gladly pay in exchange for incredible perks. The Platinum Card, for instance, offers access to select airport lounges, while the Gold Card offers outright credits for Uber Technology's ride-hailing services.And this ecosystem of benefits is no small matter.The company earns interest income like any other lender and collects the usual transaction fees for facilitating the purchase of goods and services. But it also generates a great deal of service and card-fee income. Roughly 10% of last quarter's top line came from cardholders' payments just for the privilege of holding an American Express charge card.Of course, the economic turbulence could rattle consumers' spending and prompt some to cancel credit cards that incur an annual fee. But that's not as likely as you might suspect.Aside from the fact that American Express cardholders really, really love their rewards programs -- in August, J.D. Power ranked American Express highest for customer satisfaction for a third year in a row -- credit cards aren't just for splurging anymore. They're increasingly being used as an alternative to cash to buy everyday goods. In this vein, American Express has collected nearly $38.7 billion in net revenue through the first three quarters of this year, up 30% from where it was at this time of year in pre-pandemic 2019. Analysts are calling for top-line growth of 11% next year, too, despite the brewing economic headwind. That's more than many other companies will be able to produce.You won't want to tarry if you agree with the bigger-picture bullish premise either. While the stock's deep in the red for the year, American Express and now both Mastercard and Visa all agreed in their most recent earnings reports that consumer spending is remaining surprisingly firm. The market hasn't been pricing these stocks accordingly, but may well do that beginning in November now that all three players are singing the same chorus.","news_type":1,"symbols_score_info":{"AXP":0.9,"KO":0.9,"BAC":0.9}},"isVote":1,"tweetType":1,"viewCount":406,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9967808992,"gmtCreate":1670289254016,"gmtModify":1676538337446,"author":{"id":"4099833302922840","authorId":"4099833302922840","name":"KPL","avatar":"https://static.tigerbbs.com/09ddf244cda0333555c52ecb7fdd66ec","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099833302922840","idStr":"4099833302922840"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9967808992","repostId":"2289919187","repostType":4,"repost":{"id":"2289919187","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":1670275924,"share":"https://ttm.financial/m/news/2289919187?lang=en_US&edition=fundamental","pubTime":"2022-12-06 05:32","market":"us","language":"en","title":"US STOCKS-Wall St Slides As Services Data Spooks Investors About Fed Rate Hikes","url":"https://stock-news.laohu8.com/highlight/detail?id=2289919187","media":"Reuters","summary":"(Reuters) - U.S. markets ended Monday lower, as investors spooked by better-than-expected data from ","content":"<html><head></head><body><p>(Reuters) - U.S. markets ended Monday lower, as investors spooked by better-than-expected data from the services sector re-evaluated whether the Federal Reserve could hike interest rates for longer, while shares of Tesla slid on reports of a production cut in China.</p><p>The electric-vehicle maker slumped 6.4% on plans to cut December output of the Model Y at its Shanghai plant by more than 20% from the previous month.</p><p>This weighed on the Nasdaq, where Tesla was one of the biggest fallers, pulling the tech-heavy index to its second straight decline.</p><p>Broadly, indexes suffered as data showed U.S. services industry activity unexpectedly picked up in November, with employment rebounding, offering more evidence of underlying momentum in the economy.</p><p>The data came on the heels of a survey last week that showed stronger-than-expected job and wage growth in November, challenging hopes that the Fed might slow the pace and intensity of its rate hikes amid recent signs of ebbing inflation.</p><p>&#34;Today is a bit of a response to Friday, because that jobs report, showing the economy was not slowing down that much, was contrary to the message which (Chair Jerome) Powell had delivered on Wednesday afternoon,&#34; said Bernard Drury, CEO of Drury Capital, referencing comments made by the head of the Federal Reserve saying it was time to slow the pace of coming interest rate hikes.</p><p>&#34;We&#39;re back to inflation-fighting mode,&#34; Drury added.</p><p>Investors see an 89% chance that the U.S. central bank will increase interest rates by 50 basis points next week to 4.25%-4.50%, with the rates peaking at 4.984% in May 2023.</p><p>The rate-setting Federal Open Market Committee meets on Dec. 13-14, the final meeting in a volatile year, which saw the central bank attempt to arrest a multi-decade rise in inflation with record interest rate hikes.</p><p>The aggressive policy tightening has also triggered worries of an economic downturn, with JPMorgan, Citigroup and BlackRock among those that believe a recession is likely in 2023.</p><p>The Dow Jones Industrial Average fell 482.78 points, or 1.4%, to close at 33,947.1, the S&amp;P 500 lost 72.86 points, or 1.79%, to end on 3,998.84, and the Nasdaq Composite dropped 221.56 points, or 1.93%, to finish on 11,239.94.</p><p>In other economic data this week, investors will also monitor weekly jobless claims, producer prices and the University of Michigan&#39;s consumer sentiment survey for more clues on the health of the U.S. economy.</p><p>Energy was among the biggest S&amp;P sectoral losers, dropping 2.9%. It was weighed by U.S. natural gas futures slumping more than 10% on Monday, as the outlook dimmed due to forecasts for milder weather and the delayed restart of the Freeport liquefied natural gas (LNG) export plant.</p><p>EQT Corp, one of the largest U.S. natural gas producers, was the steepest faller on the energy index, closing 7.2% lower.</p><p>Financials were also hit hard, slipping 2.5%. Although bank profits are typically boosted by rising interest rates, they are also sensitive to concerns about bad loans or slowing loan growth amid an economic downturn.</p><p>Meanwhile, apparel maker VF Corp dropped 11.2% - its largest one-day decline since March 2020 - after announcing the sudden retirement of CEO Steve Rendle. The firm, which owns names including outdoor wear brand The North Face and sneaker maker Vans, also cut its full-year sales and profit forecasts, blaming weaker-than-anticipated consumer demand.</p><p>Volume on U.S. exchanges was 10.78 billion shares, compared with the 11.04 billion average for the full session over the last 20 trading days.</p><p>The S&amp;P 500 posted six new 52-week highs and four new lows; the Nasdaq Composite recorded 105 new highs and 133 new lows. (Reporting by Shubham Batra, Ankika Biswas, Johann M Cherian and Devik Jain in Bengaluru and David French in New York; Editing by Anil D&#39;Silva, Shounak Dasgupta and Lisa Shumaker)</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-Wall St Slides As Services Data Spooks Investors About Fed Rate Hikes</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\">\nUS STOCKS-Wall St Slides As Services Data Spooks Investors About Fed Rate Hikes\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\">2022-12-06 05:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - U.S. markets ended Monday lower, as investors spooked by better-than-expected data from the services sector re-evaluated whether the Federal Reserve could hike interest rates for longer, while shares of Tesla slid on reports of a production cut in China.</p><p>The electric-vehicle maker slumped 6.4% on plans to cut December output of the Model Y at its Shanghai plant by more than 20% from the previous month.</p><p>This weighed on the Nasdaq, where Tesla was one of the biggest fallers, pulling the tech-heavy index to its second straight decline.</p><p>Broadly, indexes suffered as data showed U.S. services industry activity unexpectedly picked up in November, with employment rebounding, offering more evidence of underlying momentum in the economy.</p><p>The data came on the heels of a survey last week that showed stronger-than-expected job and wage growth in November, challenging hopes that the Fed might slow the pace and intensity of its rate hikes amid recent signs of ebbing inflation.</p><p>&#34;Today is a bit of a response to Friday, because that jobs report, showing the economy was not slowing down that much, was contrary to the message which (Chair Jerome) Powell had delivered on Wednesday afternoon,&#34; said Bernard Drury, CEO of Drury Capital, referencing comments made by the head of the Federal Reserve saying it was time to slow the pace of coming interest rate hikes.</p><p>&#34;We&#39;re back to inflation-fighting mode,&#34; Drury added.</p><p>Investors see an 89% chance that the U.S. central bank will increase interest rates by 50 basis points next week to 4.25%-4.50%, with the rates peaking at 4.984% in May 2023.</p><p>The rate-setting Federal Open Market Committee meets on Dec. 13-14, the final meeting in a volatile year, which saw the central bank attempt to arrest a multi-decade rise in inflation with record interest rate hikes.</p><p>The aggressive policy tightening has also triggered worries of an economic downturn, with JPMorgan, Citigroup and BlackRock among those that believe a recession is likely in 2023.</p><p>The Dow Jones Industrial Average fell 482.78 points, or 1.4%, to close at 33,947.1, the S&amp;P 500 lost 72.86 points, or 1.79%, to end on 3,998.84, and the Nasdaq Composite dropped 221.56 points, or 1.93%, to finish on 11,239.94.</p><p>In other economic data this week, investors will also monitor weekly jobless claims, producer prices and the University of Michigan&#39;s consumer sentiment survey for more clues on the health of the U.S. economy.</p><p>Energy was among the biggest S&amp;P sectoral losers, dropping 2.9%. It was weighed by U.S. natural gas futures slumping more than 10% on Monday, as the outlook dimmed due to forecasts for milder weather and the delayed restart of the Freeport liquefied natural gas (LNG) export plant.</p><p>EQT Corp, one of the largest U.S. natural gas producers, was the steepest faller on the energy index, closing 7.2% lower.</p><p>Financials were also hit hard, slipping 2.5%. Although bank profits are typically boosted by rising interest rates, they are also sensitive to concerns about bad loans or slowing loan growth amid an economic downturn.</p><p>Meanwhile, apparel maker VF Corp dropped 11.2% - its largest one-day decline since March 2020 - after announcing the sudden retirement of CEO Steve Rendle. The firm, which owns names including outdoor wear brand The North Face and sneaker maker Vans, also cut its full-year sales and profit forecasts, blaming weaker-than-anticipated consumer demand.</p><p>Volume on U.S. exchanges was 10.78 billion shares, compared with the 11.04 billion average for the full session over the last 20 trading days.</p><p>The S&amp;P 500 posted six new 52-week highs and four new lows; the Nasdaq Composite recorded 105 new highs and 133 new lows. (Reporting by Shubham Batra, Ankika Biswas, Johann M Cherian and Devik Jain in Bengaluru and David French in New York; Editing by Anil D&#39;Silva, Shounak Dasgupta and Lisa Shumaker)</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":"2289919187","content_text":"(Reuters) - U.S. markets ended Monday lower, as investors spooked by better-than-expected data from the services sector re-evaluated whether the Federal Reserve could hike interest rates for longer, while shares of Tesla slid on reports of a production cut in China.The electric-vehicle maker slumped 6.4% on plans to cut December output of the Model Y at its Shanghai plant by more than 20% from the previous month.This weighed on the Nasdaq, where Tesla was one of the biggest fallers, pulling the tech-heavy index to its second straight decline.Broadly, indexes suffered as data showed U.S. services industry activity unexpectedly picked up in November, with employment rebounding, offering more evidence of underlying momentum in the economy.The data came on the heels of a survey last week that showed stronger-than-expected job and wage growth in November, challenging hopes that the Fed might slow the pace and intensity of its rate hikes amid recent signs of ebbing inflation.\"Today is a bit of a response to Friday, because that jobs report, showing the economy was not slowing down that much, was contrary to the message which (Chair Jerome) Powell had delivered on Wednesday afternoon,\" said Bernard Drury, CEO of Drury Capital, referencing comments made by the head of the Federal Reserve saying it was time to slow the pace of coming interest rate hikes.\"We're back to inflation-fighting mode,\" Drury added.Investors see an 89% chance that the U.S. central bank will increase interest rates by 50 basis points next week to 4.25%-4.50%, with the rates peaking at 4.984% in May 2023.The rate-setting Federal Open Market Committee meets on Dec. 13-14, the final meeting in a volatile year, which saw the central bank attempt to arrest a multi-decade rise in inflation with record interest rate hikes.The aggressive policy tightening has also triggered worries of an economic downturn, with JPMorgan, Citigroup and BlackRock among those that believe a recession is likely in 2023.The Dow Jones Industrial Average fell 482.78 points, or 1.4%, to close at 33,947.1, the S&P 500 lost 72.86 points, or 1.79%, to end on 3,998.84, and the Nasdaq Composite dropped 221.56 points, or 1.93%, to finish on 11,239.94.In other economic data this week, investors will also monitor weekly jobless claims, producer prices and the University of Michigan's consumer sentiment survey for more clues on the health of the U.S. economy.Energy was among the biggest S&P sectoral losers, dropping 2.9%. It was weighed by U.S. natural gas futures slumping more than 10% on Monday, as the outlook dimmed due to forecasts for milder weather and the delayed restart of the Freeport liquefied natural gas (LNG) export plant.EQT Corp, one of the largest U.S. natural gas producers, was the steepest faller on the energy index, closing 7.2% lower.Financials were also hit hard, slipping 2.5%. Although bank profits are typically boosted by rising interest rates, they are also sensitive to concerns about bad loans or slowing loan growth amid an economic downturn.Meanwhile, apparel maker VF Corp dropped 11.2% - its largest one-day decline since March 2020 - after announcing the sudden retirement of CEO Steve Rendle. The firm, which owns names including outdoor wear brand The North Face and sneaker maker Vans, also cut its full-year sales and profit forecasts, blaming weaker-than-anticipated consumer demand.Volume on U.S. exchanges was 10.78 billion shares, compared with the 11.04 billion average for the full session over the last 20 trading days.The S&P 500 posted six new 52-week highs and four new lows; the Nasdaq Composite recorded 105 new highs and 133 new lows. (Reporting by Shubham Batra, Ankika Biswas, Johann M Cherian and Devik Jain in Bengaluru and David French in New York; Editing by Anil D'Silva, Shounak Dasgupta and Lisa Shumaker)","news_type":1,"symbols_score_info":{".IXIC":0.9,".SPX":0.6,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":796,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9969438175,"gmtCreate":1668488119798,"gmtModify":1676538064996,"author":{"id":"4099833302922840","authorId":"4099833302922840","name":"KPL","avatar":"https://static.tigerbbs.com/09ddf244cda0333555c52ecb7fdd66ec","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099833302922840","idStr":"4099833302922840"},"themes":[],"htmlText":"5 Billion arh 5 Billion","listText":"5 Billion arh 5 Billion","text":"5 Billion arh 5 Billion","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/9969438175","repostId":"2283255319","repostType":4,"repost":{"id":"2283255319","kind":"highlight","pubTimestamp":1668485141,"share":"https://ttm.financial/m/news/2283255319?lang=en_US&edition=fundamental","pubTime":"2022-11-15 12:05","market":"us","language":"en","title":"Buffett Takes $5 Billion Stake in TSMC, Sparking Surge in Shares","url":"https://stock-news.laohu8.com/highlight/detail?id=2283255319","media":"Bloomberg","summary":"(Bloomberg) -- Warren Buffett’s Berkshire Hathaway Inc. took a stake of about $5 billion in Taiwan S","content":"<div>\n<p>(Bloomberg) -- Warren Buffett’s Berkshire Hathaway Inc. took a stake of about $5 billion in Taiwan Semiconductor Manufacturing Co., a sign the legendary investor thinks the world’s leading chipmaker ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-11-15/buffett-bets-5-billion-on-chipmaking-with-new-stake-in-tsmc\">Source Link</a>\n\n</div>\n","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Buffett Takes $5 Billion Stake in TSMC, Sparking Surge in Shares</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\">\nBuffett Takes $5 Billion Stake in TSMC, Sparking Surge in Shares\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-15 12:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-11-15/buffett-bets-5-billion-on-chipmaking-with-new-stake-in-tsmc><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Bloomberg) -- Warren Buffett’s Berkshire Hathaway Inc. took a stake of about $5 billion in Taiwan Semiconductor Manufacturing Co., a sign the legendary investor thinks the world’s leading chipmaker ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-11-15/buffett-bets-5-billion-on-chipmaking-with-new-stake-in-tsmc\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BRK.A":"伯克希尔","TSM":"台积电"},"source_url":"https://www.bloomberg.com/news/articles/2022-11-15/buffett-bets-5-billion-on-chipmaking-with-new-stake-in-tsmc","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2283255319","content_text":"(Bloomberg) -- Warren Buffett’s Berkshire Hathaway Inc. took a stake of about $5 billion in Taiwan Semiconductor Manufacturing Co., a sign the legendary investor thinks the world’s leading chipmaker has bottomed out after a selloff of more than $250 billion. Shares surged.The Omaha-based conglomerate acquired about 60 million American depository receipts in TSMC in the three months ended September, it said in a filing. The Taiwanese company produces semiconductors for clients like Nvidia Corp. and Qualcomm Inc. and is the exclusive supplier of Apple Inc.’s custom Silicon chips. Apple remains the most valuable single holding in Berkshire’s portfolio.Assuming Buffett bought TSMC’s ADRs at the average price for the third quarter, the stake would have cost him $5.1 billion. They currently trade at $72.80. TSMC’s shares rose as much as 9.4% in Taiwan after the disclosure, the largest intraday increase in more than two years.The 92-year-old Buffett long shied away from the tech industry, making the case that he didn’t want to invest in businesses that he didn’t fully understand. That stance changed in recent years, however, and he has dedicated an increasing proportion of his company’s investments to the tech sector.Chipmaking is one segment that promises sustained growth over the coming years as it’s essential to the expansion of nascent industries like self-driving and electric cars, artificial intelligence and connected home applications. Expansion of cloud services like Amazon.com Inc.’s AWS also promises to bring in more orders for silicon that goes into vast data centers.What Bloomberg Intelligence SaysTechnology’s deep-red bond returns this year may mask the robust cash flows and fortified balance sheets that underlie the sector. These traits could lead to outperformance in 2023 as investors weigh the potential for a recession. Tight spreads and limited rating downside underpin the sector’s strength.-- Robert Schiffman, BI analystTSMC, which has taken over from Intel Corp. as the firm advancing the cutting edge of chipmaking, has also emerged as a strategically vital player. TSMC has the manufacturing prowess to make the world’s most advanced chips, instrumental to advancing every nation’s future commercial industries like EVs and AI.TSMC shares at home in Taiwan had dropped 28% this year through Monday’s close, as demand for chips has slowed with the economic downturn and investors fretting about oversupply. The company said in October it pulled back on capital spending to about $36 billion this year, which would still be a record high, down from at least $40 billion planned previously.","news_type":1,"symbols_score_info":{"BRK.A":0.64,"TSM":0.9}},"isVote":1,"tweetType":1,"viewCount":600,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4099833302922840","authorId":"4099833302922840","name":"KPL","avatar":"https://static.tigerbbs.com/09ddf244cda0333555c52ecb7fdd66ec","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"4099833302922840","idStr":"4099833302922840"},"content":"Money drop from sky","text":"Money drop from sky","html":"Money drop from sky"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9026778984,"gmtCreate":1653438531748,"gmtModify":1676535281906,"author":{"id":"4099833302922840","authorId":"4099833302922840","name":"KPL","avatar":"https://static.tigerbbs.com/09ddf244cda0333555c52ecb7fdd66ec","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099833302922840","idStr":"4099833302922840"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9026778984","repostId":"2237820378","repostType":4,"repost":{"id":"2237820378","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1653437439,"share":"https://ttm.financial/m/news/2237820378?lang=en_US&edition=fundamental","pubTime":"2022-05-25 08:10","market":"us","language":"en","title":"Ray Dalio Says \"Cash Is Still Trash\", but Stocks Are Trashier","url":"https://stock-news.laohu8.com/highlight/detail?id=2237820378","media":"Dow Jones","summary":"It wouldn't be Davos week without a CNBC exclusive interview with Bridgewater Associates' Ray Dalio,","content":"<html><head></head><body><p>It wouldn&#39;t be Davos week without a CNBC exclusive interview with Bridgewater Associates&#39; Ray Dalio, the founder of the world&#39;s largest hedge fund by assets under management and one of the most closely followed market commentators -- at least, in the US.</p><p>Dalio has become well known in recent years for explaining his long-term thesis about the US economy and assets in a series of lengthy LinkedIn articles which he has also compiled into book form. And fortunately for those who are trying to decode his musings, his outlook hasn&#39;t actually changed all that much since the start of the pandemic.</p><p>Toward the beginning of Tuesday&#39;s interview, CNBC&#39;s Andrew Ross Sorkin cut to the chase and asked Dalio directly: is cash still &#34;trash&#34;? Dalio has been criticizing investors who opted to keep their powder dry for years now, repeating his mantra even as markets cratered during the spring of 2020.</p><p>And now?</p><p>&#34;Of course cash is still trash,&#34; Dalio replied. &#34;Do you know how fast you&#39;re losing buying power in cash?&#34;</p><p>Unfortunately, this doesn&#39;t mean that investors will be much better off keeping their money in stocks or bonds, because &#34;equities are trashier&#34;.</p><p>During a time when inflation is weighing heavily on real returns, Dalio said investors would be better off with &#39;real&#39; assets like real estate -- a position that was reflected yesterday in a piece by Guggenheim&#39;s Scott Minerd, who said he expects real estate and art to outperform stocks over the next five years.</p><p>After a decade of blockbuster equity returns, Dalio explained that the problem is too many investors are crowded into stocks. And while the past few months have been characterized by relentless selling, there&#39;s still plenty of froth that needs to be taken out of the market before an equilibrium can be achieved.</p><p>&#34;Here&#39;s the dynamic that I think is a problem: everybody is long equities, and everybody wants everything to go up.&#34;</p><p>&#34;The more they hype it the more it becomes somebody else&#39;s financial asset they&#39;re holding. You can&#39;t have that, so you&#39;re going to have an environment of negative real returns. Everything can&#39;t go up all the time, that system won&#39;t work that way,&#34; Dalio explained.</p><p>As the U.S. economy overheats and Americans struggle with the worst inflation in forty years and as inflation has become a global phenomenon, is it possible for the Federal Reserve to achieve its hoped-for &#39;soft landing&#39; for the economy?</p><p>Dalio doesn&#39;t think so.</p><p>Can the Fed reduce demand without breaking the back of the economy? Sorkin asked. &#34;The answer is no,&#34; Dalio replied.</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>Ray Dalio Says \"Cash Is Still Trash\", but Stocks Are Trashier</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\">\nRay Dalio Says \"Cash Is Still Trash\", but Stocks Are Trashier\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-05-25 08:10</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>It wouldn&#39;t be Davos week without a CNBC exclusive interview with Bridgewater Associates&#39; Ray Dalio, the founder of the world&#39;s largest hedge fund by assets under management and one of the most closely followed market commentators -- at least, in the US.</p><p>Dalio has become well known in recent years for explaining his long-term thesis about the US economy and assets in a series of lengthy LinkedIn articles which he has also compiled into book form. And fortunately for those who are trying to decode his musings, his outlook hasn&#39;t actually changed all that much since the start of the pandemic.</p><p>Toward the beginning of Tuesday&#39;s interview, CNBC&#39;s Andrew Ross Sorkin cut to the chase and asked Dalio directly: is cash still &#34;trash&#34;? Dalio has been criticizing investors who opted to keep their powder dry for years now, repeating his mantra even as markets cratered during the spring of 2020.</p><p>And now?</p><p>&#34;Of course cash is still trash,&#34; Dalio replied. &#34;Do you know how fast you&#39;re losing buying power in cash?&#34;</p><p>Unfortunately, this doesn&#39;t mean that investors will be much better off keeping their money in stocks or bonds, because &#34;equities are trashier&#34;.</p><p>During a time when inflation is weighing heavily on real returns, Dalio said investors would be better off with &#39;real&#39; assets like real estate -- a position that was reflected yesterday in a piece by Guggenheim&#39;s Scott Minerd, who said he expects real estate and art to outperform stocks over the next five years.</p><p>After a decade of blockbuster equity returns, Dalio explained that the problem is too many investors are crowded into stocks. And while the past few months have been characterized by relentless selling, there&#39;s still plenty of froth that needs to be taken out of the market before an equilibrium can be achieved.</p><p>&#34;Here&#39;s the dynamic that I think is a problem: everybody is long equities, and everybody wants everything to go up.&#34;</p><p>&#34;The more they hype it the more it becomes somebody else&#39;s financial asset they&#39;re holding. You can&#39;t have that, so you&#39;re going to have an environment of negative real returns. Everything can&#39;t go up all the time, that system won&#39;t work that way,&#34; Dalio explained.</p><p>As the U.S. economy overheats and Americans struggle with the worst inflation in forty years and as inflation has become a global phenomenon, is it possible for the Federal Reserve to achieve its hoped-for &#39;soft landing&#39; for the economy?</p><p>Dalio doesn&#39;t think so.</p><p>Can the Fed reduce demand without breaking the back of the economy? Sorkin asked. &#34;The answer is no,&#34; Dalio replied.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2237820378","content_text":"It wouldn't be Davos week without a CNBC exclusive interview with Bridgewater Associates' Ray Dalio, the founder of the world's largest hedge fund by assets under management and one of the most closely followed market commentators -- at least, in the US.Dalio has become well known in recent years for explaining his long-term thesis about the US economy and assets in a series of lengthy LinkedIn articles which he has also compiled into book form. And fortunately for those who are trying to decode his musings, his outlook hasn't actually changed all that much since the start of the pandemic.Toward the beginning of Tuesday's interview, CNBC's Andrew Ross Sorkin cut to the chase and asked Dalio directly: is cash still \"trash\"? Dalio has been criticizing investors who opted to keep their powder dry for years now, repeating his mantra even as markets cratered during the spring of 2020.And now?\"Of course cash is still trash,\" Dalio replied. \"Do you know how fast you're losing buying power in cash?\"Unfortunately, this doesn't mean that investors will be much better off keeping their money in stocks or bonds, because \"equities are trashier\".During a time when inflation is weighing heavily on real returns, Dalio said investors would be better off with 'real' assets like real estate -- a position that was reflected yesterday in a piece by Guggenheim's Scott Minerd, who said he expects real estate and art to outperform stocks over the next five years.After a decade of blockbuster equity returns, Dalio explained that the problem is too many investors are crowded into stocks. And while the past few months have been characterized by relentless selling, there's still plenty of froth that needs to be taken out of the market before an equilibrium can be achieved.\"Here's the dynamic that I think is a problem: everybody is long equities, and everybody wants everything to go up.\"\"The more they hype it the more it becomes somebody else's financial asset they're holding. You can't have that, so you're going to have an environment of negative real returns. Everything can't go up all the time, that system won't work that way,\" Dalio explained.As the U.S. economy overheats and Americans struggle with the worst inflation in forty years and as inflation has become a global phenomenon, is it possible for the Federal Reserve to achieve its hoped-for 'soft landing' for the economy?Dalio doesn't think so.Can the Fed reduce demand without breaking the back of the economy? Sorkin asked. \"The answer is no,\" Dalio replied.","news_type":1,"symbols_score_info":{".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":485,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9914114162,"gmtCreate":1665199645056,"gmtModify":1676537572337,"author":{"id":"4099833302922840","authorId":"4099833302922840","name":"KPL","avatar":"https://static.tigerbbs.com/09ddf244cda0333555c52ecb7fdd66ec","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099833302922840","idStr":"4099833302922840"},"themes":[],"htmlText":"Likr","listText":"Likr","text":"Likr","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9914114162","repostId":"2273833362","repostType":4,"isVote":1,"tweetType":1,"viewCount":503,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9936183041,"gmtCreate":1662727239283,"gmtModify":1676537127866,"author":{"id":"4099833302922840","authorId":"4099833302922840","name":"KPL","avatar":"https://static.tigerbbs.com/09ddf244cda0333555c52ecb7fdd66ec","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099833302922840","idStr":"4099833302922840"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/9936183041","repostId":"1120245102","repostType":4,"isVote":1,"tweetType":1,"viewCount":579,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}