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nctony
nctony
·
2023-05-08
Power
Sea CEO Declares 5% Raises After Singapore Firm Turns a Profit
(Bloomberg) -- Sea Ltd. said it is giving most employees a 5% pay increase after turning profitable,
Sea CEO Declares 5% Raises After Singapore Firm Turns a Profit
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nctony
nctony
·
2023-05-04
You clear I take [Miser] [Miser] [Miser]
2 Reasons Why NIO Investors Should Steer Clear of the Stock
Nio’s (NIO) profit margins have declined sharply.Furthermore, Nio’s expenditures have gotten out of
2 Reasons Why NIO Investors Should Steer Clear of the Stock
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nctony
nctony
·
2023-04-29
Areed Buy Buy Buy . Now is cheap.
Sorry, this post has been deleted
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nctony
nctony
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2023-04-19
Buy Buy Buy[Miser]
After Sea Limited's Huge Stock-Price Run-Up, Is It Still A Buy?
After a terrible 2022, investor sentiment toward this Southeast Asian internet business turned positive in 2023.
After Sea Limited's Huge Stock-Price Run-Up, Is It Still A Buy?
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nctony
nctony
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2023-04-16
Should have [Miser]
Is NIO Stock a Buy? Here’s My Call
Nio (NYSE: NIO) stock has multiple, positive catalysts.The range of the automaker’s EVs are limited,
Is NIO Stock a Buy? Here’s My Call
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nctony
nctony
·
2023-04-16
Power[Miser]
ASML Q1 Earnings Preview: Focus on the Effect of Dutch Export Control and Sculpta Threat
ASML expects Q1 net sales to be between 6.1 billion euros and 6.5 billion euros with a gross margin
ASML Q1 Earnings Preview: Focus on the Effect of Dutch Export Control and Sculpta Threat
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nctony
nctony
·
2023-04-12
Tme for Chinese Company [Miser] [Miser] Put money [Miser] Take money [Miser]
Hot Chinese ADRs Dropped in Premarket Trading
Hot Chinese ADRs dropped in premarket trading. Alibaba fell 1.9%; JD.com fell 2.7%; NIO fell 1.1%; B
Hot Chinese ADRs Dropped in Premarket Trading
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nctony
nctony
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2023-03-29
Finally [Miser] [Miser] [Miser]
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nctony
nctony
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2023-03-28
Waiting for this [Miser] [Miser]
NIO's 3rd-Gen Swap Station Makes Real-Life Debut As Mass Production Nears
Starting in June, NIO will basically keep building 120-150 battery swap stations per month, William Li previously said. ...
NIO's 3rd-Gen Swap Station Makes Real-Life Debut As Mass Production Nears
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nctony
nctony
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2023-03-25
Going strong [Miser]
Is Tesla Losing a Big Force Behind This Year’s Rally?
Retail traders, who were aggressive buyers, have pulled backFalling conviction comes amid demand con
Is Tesla Losing a Big Force Behind This Year’s Rally?
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href=\"https://www.bloomberg.com/news/articles/2023-05-08/sea-ceo-declares-5-raises-after-singapore-firm-turns-a-profit?srnd=premium\">Web 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>Sea CEO Declares 5% Raises After Singapore Firm Turns a Profit</title>\n<style 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}\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 CEO Declares 5% Raises After Singapore Firm Turns a Profit\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-08 11:22 GMT+8 <a href=https://www.bloomberg.com/news/articles/2023-05-08/sea-ceo-declares-5-raises-after-singapore-firm-turns-a-profit?srnd=premium><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Bloomberg) -- Sea Ltd. said it is giving most employees a 5% pay increase after turning profitable, a milestone for the Singapore e-commerce and gaming company that slashed costs drastically during ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-05-08/sea-ceo-declares-5-raises-after-singapore-firm-turns-a-profit?srnd=premium\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"https://www.bloomberg.com/news/articles/2023-05-08/sea-ceo-declares-5-raises-after-singapore-firm-turns-a-profit?srnd=premium","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2333959472","content_text":"(Bloomberg) -- Sea Ltd. said it is giving most employees a 5% pay increase after turning profitable, a milestone for the Singapore e-commerce and gaming company that slashed costs drastically during the technology industry’s downturn.Workers who joined on or before March 31 will get the salary bump effective this July, billionaire founder Forrest Li said in a memo to staff on Monday, seen by Bloomberg News. He said the company has reached “self-sufficiency” as its cash balance is now increasing rather than shrinking every quarter, a goal it achieved ahead of a target set last year.The Asian internet giant reported its first-ever quarterly net profit in March, about 14 years after its founding. In recent months, the company cut thousands of jobs, froze salaries and slashed more than $700 million from quarterly sales and marketing expenses to convince investors of its profit-making ability.","news_type":1,"symbols_score_info":{"SE":0.9}},"isVote":1,"tweetType":1,"viewCount":3002,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947285103,"gmtCreate":1683195799803,"gmtModify":1683195805072,"author":{"id":"3557024931927052","authorId":"3557024931927052","name":"nctony","avatar":"https://static.tigerbbs.com/1449dfc5089ded0e8efe303fd4dd43b1","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3557024931927052","authorIdStr":"3557024931927052"},"themes":[],"htmlText":"You clear I take [Miser] [Miser] [Miser] ","listText":"You clear I take [Miser] [Miser] [Miser] ","text":"You clear I take [Miser] [Miser] [Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947285103","repostId":"1135073192","repostType":2,"repost":{"id":"1135073192","kind":"news","pubTimestamp":1683193578,"share":"https://ttm.financial/m/news/1135073192?lang=&edition=fundamental","pubTime":"2023-05-04 17:46","market":"us","language":"en","title":"2 Reasons Why NIO Investors Should Steer Clear of the Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=1135073192","media":"InvestorPlace","summary":"Nio’s (NIO) profit margins have declined sharply.Furthermore, Nio’s expenditures have gotten out of ","content":"<div>\n<p>Nio’s (NIO) profit margins have declined sharply.Furthermore, Nio’s expenditures have gotten out of hand.Investors can keep tabs on NIO stock but don’t need to buy it now.China-based electric vehicle ...</p>\n\n<a href=\"https://investorplace.com/2023/05/2-reasons-why-nio-investors-should-steer-clear-of-the-stock/\">Web Link</a>\n\n</div>\n","source":"investorplace","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>2 Reasons Why NIO Investors Should Steer Clear of the Stock</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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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\">\n2 Reasons Why NIO Investors Should Steer Clear of the Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-04 17:46 GMT+8 <a href=https://investorplace.com/2023/05/2-reasons-why-nio-investors-should-steer-clear-of-the-stock/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nio’s (NIO) profit margins have declined sharply.Furthermore, Nio’s expenditures have gotten out of hand.Investors can keep tabs on NIO stock but don’t need to buy it now.China-based electric vehicle ...</p>\n\n<a href=\"https://investorplace.com/2023/05/2-reasons-why-nio-investors-should-steer-clear-of-the-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09866":"蔚来-SW","NIO.SI":"蔚来","NIO":"蔚来"},"source_url":"https://investorplace.com/2023/05/2-reasons-why-nio-investors-should-steer-clear-of-the-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135073192","content_text":"Nio’s (NIO) profit margins have declined sharply.Furthermore, Nio’s expenditures have gotten out of hand.Investors can keep tabs on NIO stock but don’t need to buy it now.China-based electric vehicle (EV) manufacturer Nio (NYSE: NIO) has fierce competition, including from the likes of automotive giant Tesla (NASDAQ: TSLA). It’s going to be difficult for NIO stock investors to succeed this year, as Nio remains inflexible on EV prices. Plus, Nio’s margins are down, but the company’s capital outlays are rising sharply.Not all of the news surrounding Nio is negative. For instance, during 2023’s first quarter, Nio’s vehicle deliveries jumped 20.5% year over year.Yet, just because Nio is able to sell vehicles, doesn’t mean the company will have an easy time fending off Tesla and other rivals. Besides, turning a decent profit is just as important as selling EVs — and in that department, Nio’s definitely not on the right track.Nio’s Refusal to Lower EV Prices Is a ProblemNIO stock hasn’t done well over the past year and is also down in 2023 year-to-date. Nio could really use a catalyst now, but that’s not likely to happen as the company is inflexible when it comes to vehicle pricing.Larry Ramer opined, “Nio’s reluctance to reduce prices is understandable,” given the company’s sharp decline in gross profit margin (which we’ll discuss in a moment). Nio CEO William Li has stated outright, “For us, we will certainly not join the price war.”However, during a time of global economic uncertainty, automotive shoppers don’t care about Nio’s margin issues. They want a good car at a reasonable price. Tesla’s series of price cuts demonstrates that company’s responsiveness to the customers’ needs and demands.Li tried to justify his refusal to implement price cuts by saying that Nio’s EVs “are superior to the Model 3 and Model Y in terms of design, technology and performance.” That’s a matter of opinion, and of course, Li isn’t an objective commentator in this matter. It’s unfortunate, frankly, that Nio is stubbornly refusing to make its pricing structure more accessible to moderate-income buyers.Slipping Margins Don’t Bode Well for NIO StockI promised that we would talk about Nio’s falling margins, and the company’s recently issued Form 20-F (annual report) has plenty to reveal about that topic. As we’ll see, the data doesn’t look positive for Nio.In 2022 compared to 2021, Nio reported year-over-year declines in the following measures:Gross profit: Down 24.6%Gross margin: Down 45% (10.4% in 2022 versus 18.9% in 2021)Vehicle margin: Down 32% (13.7% in 2022 versus 20.1% in 2021)Other sales margin: -29% in 2022 versus +5.7% in 2021Nio’s spending habits certainly haven’t helped the company’s margins. The automaker’s research and development expenses soared 136%, believe it or not. Moreover, Nio’s selling, general and administrative expenses increased 53.2%. Going forward, Nio’s shareholders should insist that the company commit strongly to cost reduction, rather than focus too much on keeping EV prices high.So, Is NIO Stock a Buy or Sell?Nio is going to have a tough time competing successfully with Tesla and other EV manufacturers in 2023. In reducing the prices of some vehicles, Tesla is leading by example. Yet, Nio refuses to follow that example.Additionally, Nio’s rapid spending appears to be taking a major toll on the company’s profit margins. Therefore, NIO stock is a sell and prospective investors should seek EV-market gains elsewhere.","news_type":1,"symbols_score_info":{"NIO.SI":0.9,"NIO":0.9,"09866":0.9}},"isVote":1,"tweetType":1,"viewCount":2474,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947179163,"gmtCreate":1682732964653,"gmtModify":1682732969603,"author":{"id":"3557024931927052","authorId":"3557024931927052","name":"nctony","avatar":"https://static.tigerbbs.com/1449dfc5089ded0e8efe303fd4dd43b1","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3557024931927052","authorIdStr":"3557024931927052"},"themes":[],"htmlText":"Areed Buy Buy Buy . Now is cheap.","listText":"Areed Buy Buy Buy . Now is cheap.","text":"Areed Buy Buy Buy . Now is cheap.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947179163","repostId":"1120813285","repostType":2,"isVote":1,"tweetType":1,"viewCount":2549,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9944256018,"gmtCreate":1681883146334,"gmtModify":1681883150432,"author":{"id":"3557024931927052","authorId":"3557024931927052","name":"nctony","avatar":"https://static.tigerbbs.com/1449dfc5089ded0e8efe303fd4dd43b1","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3557024931927052","authorIdStr":"3557024931927052"},"themes":[],"htmlText":"Buy Buy Buy[Miser] ","listText":"Buy Buy Buy[Miser] ","text":"Buy Buy Buy[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9944256018","repostId":"2328214992","repostType":2,"repost":{"id":"2328214992","kind":"highlight","pubTimestamp":1681882254,"share":"https://ttm.financial/m/news/2328214992?lang=&edition=fundamental","pubTime":"2023-04-19 13:30","market":"us","language":"en","title":"After Sea Limited's Huge Stock-Price Run-Up, Is It Still A Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=2328214992","media":"Motley Fool","summary":"After a terrible 2022, investor sentiment toward this Southeast Asian internet business turned positive in 2023.","content":"<div>\n<p>The pandemic and its effects on the economy over the past three years have had a volatile effect on Sea Limited's three business segments: Garena is its internet gaming business; Shopee is its e-...</p>\n\n<a href=\"https://www.fool.com/investing/2023/04/18/after-sea-limited-stock-price-run-up-still-a-buy/\">Web 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>After Sea Limited's Huge Stock-Price Run-Up, Is It Still A Buy?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAfter Sea Limited's Huge Stock-Price Run-Up, Is It Still A Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-19 13:30 GMT+8 <a href=https://www.fool.com/investing/2023/04/18/after-sea-limited-stock-price-run-up-still-a-buy/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The pandemic and its effects on the economy over the past three years have had a volatile effect on Sea Limited's three business segments: Garena is its internet gaming business; Shopee is its e-...</p>\n\n<a href=\"https://www.fool.com/investing/2023/04/18/after-sea-limited-stock-price-run-up-still-a-buy/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"https://www.fool.com/investing/2023/04/18/after-sea-limited-stock-price-run-up-still-a-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2328214992","content_text":"The pandemic and its effects on the economy over the past three years have had a volatile effect on Sea Limited's three business segments: Garena is its internet gaming business; Shopee is its e-commerce operation; and SeaMoney is its fintech application. It results in accelerated growth as well as sharp pullbacks. Moreover, general market sentiment toward all early-stage, high-growth, and unprofitable companies (the exact characteristics of Sea Limited) turned decidedly negative last year. As a result, the stock had a horrendous 2022.2023 has been a different story for the stock, and it started the year with a bang, rising 60.52% year to date. Why has sentiment on the stock shifted so rapidly? And should investors take it as a sign to get on the bandwagon and invest as well? Let's discuss this.Revenue growth decelerated rapidly in 2022Many growth investors fell in full-bloom love with this company back in 2018 when Sea Limited began putting up quarter after quarter of triple-digit, year-over-year revenue growth -- a trend that only ended in early 2022 when revenue growth apparently fell off a cliff. It was around then that market sentiment turned sour and the stock price dropped 77% during the year. SE Revenue (Quarterly YoY Growth) data by YCharts.Like many other unprofitable growth companies that spent money with abandon when times were good, Sea pivoted to becoming a more disciplined spender in hopes of achieving sustainable, profitable growth. Management had announced as far back as the fourth quarter of 2021 that it wanted to achieve profitability and positive free cash flow (FCF) across many of its markets and business segments by 2025.When any company rapidly goes from a growth-at-all-costs mindset to a profitable growth mindset, it generally results in a painful hangover. For example, according to The Information, by mid-November of 2022, the company had eliminated 7,000 workers (about 10% of its workforce) through layoffs. Even worse, at the end of 2022, Bloomberg reported that Sea had suspended wage increases for many employees and was paying lower yearly bonuses -- counterproductive choices for company morale and potential future growth.Things are looking up in 2023Before it reported its Q4 2022 earnings on March 7, many were less than optimistic that Sea's cost-cutting initiatives would produce profitability anytime soon. For instance, consensus analyst earnings estimates called for a generally accepted accounting principle (GAAP) EPS loss of $0.75.Investors were pleasantly surprised, however, when the company delivered its first positive GAAP EPS of $0.72, walloping consensus EPS estimates.SE EPS Diluted (Quarterly) data by YCharts.The company also shifted from negative total adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) in Q4 2021 to positive in Q4 2022. Some people prefer looking at EBITDA because the metric shows a company's core profitability by eliminating abnormal gains or losses.Image source: Sea Limited.The company also produced its first positive free-cash-flow quarter in almost a year.SE Free Cash Flow (Quarterly) data by YCharts.Investors are optimistic that Sea can produce sustainable, profitable growth and FCF once the global macro economy improves. In reaction to excellent Q4 2022 earnings, investors bid the stock price up almost 22%.Why some investors are increasingly cautiousSome people believe that Sea's e-commerce website Shopee gained market share and rose to the top of the Southeast Asia market primarily through heavy marketing, free shipping subsidies, and other incentives. If that is true, then there are two substantial potential problems. First, heavy marketing spending to grow market share is not a long-term competitive advantage, and eventually, competitors will eat away at profitability margins.Second, once a company that relies on heavy marketing spending to grow market share cuts that spending, it might begin rapidly losing market share, and revenue growth could slide -- a massive risk that Sea now faces.The chart below shows that the company significantly cut sales and marketing spending in 2022 to help achieve profitability. Additionally, revenue growth fell. Can Sea's revenue growth woes be at least partially blamed on its cost-cutting initiatives?SE Sales and Marketing Expense (Quarterly) data by YCharts.Today, its shareholders expect a rebound in revenue growth once the economy normalizes. But without a boost from heavy marketing spending, chances are high that any revenue rebound from Sea will be far more muted than the market expects. Southeast Asia is a fiercely competitive market, and there is no guarantee that the company can maintain its market share without heavy marketing.Should you buy the stock?Despite the significant boost in stock price to start the year, the company has many issues. First, its digital entertainment division (Garena) continues to lose users.Image source: Sea Limited.Second, its e-commerce (Shopee) and fintech (SeaMoney) businesses are early-stage businesses without significant competitive advantages in a highly competitive market. As a result, Sea could still lose its top-dog status as Southeast Asia's e-commerce and digital payments market matures.Although its price-to-sales ratio of 3.76 looks enticing, the company has too many unknowns.Considering this stock's colossal stock run-up to begin the year and the risks the company faces, investors might be better off sitting on the sidelines.","news_type":1,"symbols_score_info":{"SE":0.9}},"isVote":1,"tweetType":1,"viewCount":2522,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9944066207,"gmtCreate":1681631061009,"gmtModify":1681631064678,"author":{"id":"3557024931927052","authorId":"3557024931927052","name":"nctony","avatar":"https://static.tigerbbs.com/1449dfc5089ded0e8efe303fd4dd43b1","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3557024931927052","authorIdStr":"3557024931927052"},"themes":[],"htmlText":"Should have [Miser] ","listText":"Should have [Miser] ","text":"Should have [Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9944066207","repostId":"1183101909","repostType":4,"repost":{"id":"1183101909","kind":"news","pubTimestamp":1681614390,"share":"https://ttm.financial/m/news/1183101909?lang=&edition=fundamental","pubTime":"2023-04-16 11:06","market":"hk","language":"en","title":"Is NIO Stock a Buy? Here’s My Call","url":"https://stock-news.laohu8.com/highlight/detail?id=1183101909","media":"InvestorPlace","summary":"Nio (NYSE: NIO) stock has multiple, positive catalysts.The range of the automaker’s EVs are limited,","content":"<div>\n<p>Nio (NYSE: NIO) stock has multiple, positive catalysts.The range of the automaker’s EVs are limited, and its EVs are not especially innovative.Other automakers’ stocks are much more attractive.Chinese...</p>\n\n<a href=\"https://investorplace.com/2023/04/is-nio-stock-a-buy-heres-my-call/\">Web Link</a>\n\n</div>\n","source":"investorplace","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>Is NIO Stock a Buy? Here’s My Call</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\">\nIs NIO Stock a Buy? Here’s My Call\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-16 11:06 GMT+8 <a href=https://investorplace.com/2023/04/is-nio-stock-a-buy-heres-my-call/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nio (NYSE: NIO) stock has multiple, positive catalysts.The range of the automaker’s EVs are limited, and its EVs are not especially innovative.Other automakers’ stocks are much more attractive.Chinese...</p>\n\n<a href=\"https://investorplace.com/2023/04/is-nio-stock-a-buy-heres-my-call/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09866":"蔚来-SW","NIO.SI":"蔚来","NIO":"蔚来"},"source_url":"https://investorplace.com/2023/04/is-nio-stock-a-buy-heres-my-call/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183101909","content_text":"Nio (NYSE: NIO) stock has multiple, positive catalysts.The range of the automaker’s EVs are limited, and its EVs are not especially innovative.Other automakers’ stocks are much more attractive.Chinese electric vehicle maker Nio (NYSE: NIO) has multiple positive catalysts, including the expected rapid growth of the Chinese EV sector and its sedans, which are quickly becoming quite popular in the huge Asian country. Moreover, the valuation of NIO stock is very low, and two reviews of its P7 luxury sedan that I found online are quite positive. At the same time, its battery-swapping system is a very attractive feature.Still, Nio’s positive catalysts are not as strong as those of several of its competitors, the company’s autos reportedly lag when it comes to range, and its profit margins fell sharply last quarter. So although I believe that NIO stock may very well outperform the stock market going forward, I recommend buying the shares of its better-positioned competitors instead.The Quickly Expanding Chinese EV Sector and Nio’s Popular SedansAccording to Statista, the unit sales of all EVs and plug-in hybrid vehicles in China are expected to climb 19% this year. Most of the growth is expected to come from EVs. As a result, for this year, Nio’s deliveries, like those of all leading EV makers, are likely to increase meaningfully.Meanwhile, Nio’s electric sedans have quickly become rather popular since they were first launched about 12 months ago, as the automaker sold 7,175 of them last month, up from just 163 when they first launched about 12 months ago and 7,120 sedans in February. It seems likely that sedan sales will continue to increase as the country’s EV market expands.Two Good Reviews and a Cool Battery-Swapping ProgramThe two reviews of Nio’s sedans that I found were very positive and enthusiastic. For example, one reviewer, referring to the appearance of the P7’s exterior, wrote, “Stunner.” The reviewer, CarNewsChina’s Will Sundin, added that the interior of the EV has a “premium minimalistic look,” while the EV also has comprehensive technology, Level 2 ADAS, and great driving speed. Will had owned the EV for three months when he wrote the review.Upbeat on another one of Nio’s sedans, the Et7, was a writer called only “Sam,” whose review was published a year ago by ArenaEV. After test-driving the EV, Sam wrote that it is “a luxurious high-class sedan” which incorporates “the newest technology in autonomous driving.” Calling the EV’s exterior “impressive,” Sam referred to the interior as “spacious, refined, and modern” with “a futuristic feel.” Moreover, the EV’s technology is “very sophisticated,” while it drives “smoother… than other EVs,” the reviewer stated.On the battery-swapping front, Sundin, CarNewsChina’s reviewer, reported that the system “is very convenient,” as long as the batteries provided to drivers “are charged and ready to go.” (It sounds like Nio may once in a while provide batteries that aren’t completely charged and ready for action). Moreover, by choosing the swapping option, Sundin saved $10,000 on the EV’s initial price, although he has to pay $136 per month for the service.Range and Margin IssuesAccording to Sundin, the Pt7’s range is only 230 miles to 250 miles. Other EVs have a much longer range. For example, in Edmund’s tests, Tesla’s (NASDAQ: TSLA) Model Y has a range of 317 miles. And Sundin admits that “If you need long-range, then an NIO might not be the best choice.”Meanwhile, Nio’s “vehicle margin” sank to 6.8% in the fourth quarter of last year, down from 20.9% during the same period a year earlier and 16.4% in the previous quarter. Moreover, the company does not expect its margins to approach their previous levels until the end of this year.Other Automakers Are a Better BetNio’s trailing price-sales ratio of two is attractive. But value investors looking for good EV plays are better off with General Motors (NYSE: GM) or Volkswagen (OTCMKTS: VWAGY), whose stocks are changing hands at bargain forward price-earnings ratios of 5.6 and five times, respectively.Those looking for a rapid grower in the Chinese EV space should go with Li Auto (NASDAQ: LI) or BYD (OTCMKTS: BYDDF), whose vehicle sales are really taking off. And investors who want an up-and-coming EV name should consider Xpeng (NASDAQ: XPEV), which has great autonomous-driving technology, Rivian (NASDAQ: RIVN), which has a huge deal with Amazon (NASDAQ: AMZN) and reportedly makes all-around great electric trucks, or Arrival (NASDAQ: ARVL), which can reportedly make very affordable electric vans and just got a huge vote of confidence in the form of a merger with hedge fund Kensington Capital Acquisition.In other words, Nio seems like a good company with limited potential, and there are much better EV names out there than NIO stock.","news_type":1,"symbols_score_info":{"NIO":0.9,"09866":0.9,"NIO.SI":0.9}},"isVote":1,"tweetType":1,"viewCount":2422,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9944066661,"gmtCreate":1681631041054,"gmtModify":1681631045132,"author":{"id":"3557024931927052","authorId":"3557024931927052","name":"nctony","avatar":"https://static.tigerbbs.com/1449dfc5089ded0e8efe303fd4dd43b1","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3557024931927052","authorIdStr":"3557024931927052"},"themes":[],"htmlText":"Power[Miser] ","listText":"Power[Miser] ","text":"Power[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":17,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9944066661","repostId":"1117733981","repostType":4,"repost":{"id":"1117733981","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1681629943,"share":"https://ttm.financial/m/news/1117733981?lang=&edition=fundamental","pubTime":"2023-04-16 15:25","market":"us","language":"en","title":"ASML Q1 Earnings Preview: Focus on the Effect of Dutch Export Control and Sculpta Threat","url":"https://stock-news.laohu8.com/highlight/detail?id=1117733981","media":"Tiger Newspress","summary":"ASML expects Q1 net sales to be between 6.1 billion euros and 6.5 billion euros with a gross margin ","content":"<html><head></head><body><blockquote>ASML expects Q1 net sales to be between 6.1 billion euros and 6.5 billion euros with a gross margin between 49% and 50%. Wall Street thinks the effect of export control is uncertain while the Sculpta threat is limited.</blockquote><p>ASML is scheduled to announce Q1 earnings results before the market opens on Wednesday, April 19th.</p><p><strong>Latest Results</strong></p><p>Its Q4 net income rose to 1.82 billion euros or 4.60 euros per share from 1.77 billion euros or 4.38 euros per share in the same quarter last year.</p><p>Total net sales in Q4 grew to 6.43 billion euros from 4.99 billion euros in the previous year.</p><p><strong>Q1 Guidance</strong></p><p>The company expects Q1 net sales to be between 6.1 billion euros and 6.5 billion euros with a gross margin between 49% and 50%.</p><p>For 2023, ASML expects continued strong growth with a net sales increase of more than 25% and a slight improvement in gross margin, relative to 2022.</p><p><strong>Applied Materials' Sculpta Threat to ASML Dominance is Uncertain</strong></p><p>Applied Materials, Inc. announced Centura Sculpta in Q1. According to the company, this tool will help semiconductor manufacturers reduce the need for double patterning EUV, which meant that the ASML Holding N.V. moat is not as strong as initially thought because this tool would challenge its EUV dominance.</p><p>Centura Sculpta is still unproven in HVM (high-volume manufacturing). Only time will tell if the benefits it will provide customers are worth it, especially after the introduction of high-NA reduces the need for EUV double patterning and as EUV gets more productive through the decade. </p><p><strong>Keep an Eye on Dutch Export Controls</strong></p><p>The Dutch government announced plans to implement new controls on the export of semiconductor technology, according to a letter from Dutch Trade Minister Liesje Schreinemacher to parliament. The restrictions will be introduced before the summer.</p><p>According to ASML's statement on March 8, 2023, it will need to apply for export licenses to ship the most advanced immersion DUV systems. However, it will take time for these controls to be translated into legislation and take effect.</p><p><strong>Analyst Opinions</strong></p><p>Morgan Stanley maintained the overweight rating and offered its price target of $824, 2023 will be a recovery year for semiconductors, as macro headwinds subside and demand for consumer devices remain sticky.</p><p>Barclay remained an Equal-Weight rating and offered a price target of $640. The bank estimates that the likely impact of Dutch export controls is low single-digit revenue risk but the information is currently limited.</p><p>Cowen & Co analyst Krish Sankar thinks that Applied Materials' Sculpta could add $200 million to $300 million in annual sales for Applied Materials, but won’t dent ASML’s extreme ultraviolet revenue in the near term.</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>ASML Q1 Earnings Preview: Focus on the Effect of Dutch Export Control and Sculpta Threat</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\">\nASML Q1 Earnings Preview: Focus on the Effect of Dutch Export Control and Sculpta Threat\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2023-04-16 15:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote>ASML expects Q1 net sales to be between 6.1 billion euros and 6.5 billion euros with a gross margin between 49% and 50%. Wall Street thinks the effect of export control is uncertain while the Sculpta threat is limited.</blockquote><p>ASML is scheduled to announce Q1 earnings results before the market opens on Wednesday, April 19th.</p><p><strong>Latest Results</strong></p><p>Its Q4 net income rose to 1.82 billion euros or 4.60 euros per share from 1.77 billion euros or 4.38 euros per share in the same quarter last year.</p><p>Total net sales in Q4 grew to 6.43 billion euros from 4.99 billion euros in the previous year.</p><p><strong>Q1 Guidance</strong></p><p>The company expects Q1 net sales to be between 6.1 billion euros and 6.5 billion euros with a gross margin between 49% and 50%.</p><p>For 2023, ASML expects continued strong growth with a net sales increase of more than 25% and a slight improvement in gross margin, relative to 2022.</p><p><strong>Applied Materials' Sculpta Threat to ASML Dominance is Uncertain</strong></p><p>Applied Materials, Inc. announced Centura Sculpta in Q1. According to the company, this tool will help semiconductor manufacturers reduce the need for double patterning EUV, which meant that the ASML Holding N.V. moat is not as strong as initially thought because this tool would challenge its EUV dominance.</p><p>Centura Sculpta is still unproven in HVM (high-volume manufacturing). Only time will tell if the benefits it will provide customers are worth it, especially after the introduction of high-NA reduces the need for EUV double patterning and as EUV gets more productive through the decade. </p><p><strong>Keep an Eye on Dutch Export Controls</strong></p><p>The Dutch government announced plans to implement new controls on the export of semiconductor technology, according to a letter from Dutch Trade Minister Liesje Schreinemacher to parliament. The restrictions will be introduced before the summer.</p><p>According to ASML's statement on March 8, 2023, it will need to apply for export licenses to ship the most advanced immersion DUV systems. However, it will take time for these controls to be translated into legislation and take effect.</p><p><strong>Analyst Opinions</strong></p><p>Morgan Stanley maintained the overweight rating and offered its price target of $824, 2023 will be a recovery year for semiconductors, as macro headwinds subside and demand for consumer devices remain sticky.</p><p>Barclay remained an Equal-Weight rating and offered a price target of $640. The bank estimates that the likely impact of Dutch export controls is low single-digit revenue risk but the information is currently limited.</p><p>Cowen & Co analyst Krish Sankar thinks that Applied Materials' Sculpta could add $200 million to $300 million in annual sales for Applied Materials, but won’t dent ASML’s extreme ultraviolet revenue in the near term.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ASML":"阿斯麦"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117733981","content_text":"ASML expects Q1 net sales to be between 6.1 billion euros and 6.5 billion euros with a gross margin between 49% and 50%. Wall Street thinks the effect of export control is uncertain while the Sculpta threat is limited.ASML is scheduled to announce Q1 earnings results before the market opens on Wednesday, April 19th.Latest ResultsIts Q4 net income rose to 1.82 billion euros or 4.60 euros per share from 1.77 billion euros or 4.38 euros per share in the same quarter last year.Total net sales in Q4 grew to 6.43 billion euros from 4.99 billion euros in the previous year.Q1 GuidanceThe company expects Q1 net sales to be between 6.1 billion euros and 6.5 billion euros with a gross margin between 49% and 50%.For 2023, ASML expects continued strong growth with a net sales increase of more than 25% and a slight improvement in gross margin, relative to 2022.Applied Materials' Sculpta Threat to ASML Dominance is UncertainApplied Materials, Inc. announced Centura Sculpta in Q1. According to the company, this tool will help semiconductor manufacturers reduce the need for double patterning EUV, which meant that the ASML Holding N.V. moat is not as strong as initially thought because this tool would challenge its EUV dominance.Centura Sculpta is still unproven in HVM (high-volume manufacturing). Only time will tell if the benefits it will provide customers are worth it, especially after the introduction of high-NA reduces the need for EUV double patterning and as EUV gets more productive through the decade. Keep an Eye on Dutch Export ControlsThe Dutch government announced plans to implement new controls on the export of semiconductor technology, according to a letter from Dutch Trade Minister Liesje Schreinemacher to parliament. The restrictions will be introduced before the summer.According to ASML's statement on March 8, 2023, it will need to apply for export licenses to ship the most advanced immersion DUV systems. However, it will take time for these controls to be translated into legislation and take effect.Analyst OpinionsMorgan Stanley maintained the overweight rating and offered its price target of $824, 2023 will be a recovery year for semiconductors, as macro headwinds subside and demand for consumer devices remain sticky.Barclay remained an Equal-Weight rating and offered a price target of $640. The bank estimates that the likely impact of Dutch export controls is low single-digit revenue risk but the information is currently limited.Cowen & Co analyst Krish Sankar thinks that Applied Materials' Sculpta could add $200 million to $300 million in annual sales for Applied Materials, but won’t dent ASML’s extreme ultraviolet revenue in the near term.","news_type":1,"symbols_score_info":{"ASML":0.9}},"isVote":1,"tweetType":1,"viewCount":2286,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9942451725,"gmtCreate":1681287264368,"gmtModify":1681287275487,"author":{"id":"3557024931927052","authorId":"3557024931927052","name":"nctony","avatar":"https://static.tigerbbs.com/1449dfc5089ded0e8efe303fd4dd43b1","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3557024931927052","authorIdStr":"3557024931927052"},"themes":[],"htmlText":"Tme for Chinese Company [Miser] [Miser] Put money [Miser] Take money [Miser] ","listText":"Tme for Chinese Company [Miser] [Miser] Put money [Miser] Take money [Miser] ","text":"Tme for Chinese Company [Miser] [Miser] Put money [Miser] Take money [Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9942451725","repostId":"1161530880","repostType":2,"repost":{"id":"1161530880","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1681286733,"share":"https://ttm.financial/m/news/1161530880?lang=&edition=fundamental","pubTime":"2023-04-12 16:05","market":"us","language":"en","title":"Hot Chinese ADRs Dropped in Premarket Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1161530880","media":"Tiger Newspress","summary":"Hot Chinese ADRs dropped in premarket trading. Alibaba fell 1.9%; JD.com fell 2.7%; NIO fell 1.1%; B","content":"<html><head></head><body><p>Hot Chinese ADRs dropped in premarket trading. <a href=\"https://laohu8.com/S/BABA\">Alibaba</a> fell 1.9%; <a href=\"https://laohu8.com/S/JD\">JD.com</a> fell 2.7%; NIO fell 1.1%; Bilibili fell 2%.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7ae3ce6a061e661bd41e7483154d112a\" title=\"\" tg-width=\"405\" tg-height=\"733\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Hot Chinese ADRs Dropped in Premarket Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHot Chinese ADRs Dropped in Premarket Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2023-04-12 16:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Hot Chinese ADRs dropped in premarket trading. <a href=\"https://laohu8.com/S/BABA\">Alibaba</a> fell 1.9%; <a href=\"https://laohu8.com/S/JD\">JD.com</a> fell 2.7%; NIO fell 1.1%; Bilibili fell 2%.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7ae3ce6a061e661bd41e7483154d112a\" title=\"\" tg-width=\"405\" tg-height=\"733\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0043850808.USD":"HSBC GIF ASIA EX JAPAN EQUITY \"AD\" INC","BABA":"阿里巴巴","BILI":"哔哩哔哩","09988":"阿里巴巴-W","BK4509":"腾讯概念","LU0214875030.USD":"HSBC GIF BRIC EQUITY \"M2C\" (USD) ACC","BK1588":"回港中概股","LU0084288322.USD":"Natixis Asia Equity RD USD","BEKE":"贝壳","BK4524":"宅经济概念","JD":"京东","LU0320764755.SGD":"FTIF - Templeton Asian Growth A Acc SGD","LU0048597586.USD":"富达亚洲焦点A","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","BK4527":"明星科技股","LU0228659784.USD":"施罗德金砖四国基金","09618":"京东集团-SW","BK4526":"热门中概股","XPEV":"小鹏汽车","IE00BGV7N243.SGD":"FSSA Global Emerging Markets Focus I Acc SGD","LU0287142896.SGD":"Fidelity China Focus A-SGD","BK4588":"碎股","NIO":"蔚来","LU0251144936.SGD":"Fidelity Sustainable Asia Equity A-SGD","LI":"理想汽车"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161530880","content_text":"Hot Chinese ADRs dropped in premarket trading. Alibaba fell 1.9%; JD.com fell 2.7%; NIO fell 1.1%; Bilibili fell 2%.","news_type":1,"symbols_score_info":{"LI":0.9,"09988":0.9,"BEKE":0.9,"BABA":0.9,"BILI":0.9,"NIO":0.9,"JD":0.9,"09618":0.9,"XPEV":0.9}},"isVote":1,"tweetType":1,"viewCount":2784,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941113829,"gmtCreate":1680043753661,"gmtModify":1680043757848,"author":{"id":"3557024931927052","authorId":"3557024931927052","name":"nctony","avatar":"https://static.tigerbbs.com/1449dfc5089ded0e8efe303fd4dd43b1","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3557024931927052","authorIdStr":"3557024931927052"},"themes":[],"htmlText":"Finally [Miser] [Miser] [Miser] ","listText":"Finally [Miser] [Miser] [Miser] ","text":"Finally [Miser] [Miser] [Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941113829","repostId":"1153808637","repostType":2,"isVote":1,"tweetType":1,"viewCount":2364,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941364905,"gmtCreate":1679990490608,"gmtModify":1679990494197,"author":{"id":"3557024931927052","authorId":"3557024931927052","name":"nctony","avatar":"https://static.tigerbbs.com/1449dfc5089ded0e8efe303fd4dd43b1","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3557024931927052","authorIdStr":"3557024931927052"},"themes":[],"htmlText":"Waiting for this [Miser] [Miser] ","listText":"Waiting for this [Miser] [Miser] ","text":"Waiting for this [Miser] [Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941364905","repostId":"2322330412","repostType":2,"repost":{"id":"2322330412","kind":"highlight","pubTimestamp":1679986705,"share":"https://ttm.financial/m/news/2322330412?lang=&edition=fundamental","pubTime":"2023-03-28 14:58","market":"us","language":"en","title":"NIO's 3rd-Gen Swap Station Makes Real-Life Debut As Mass Production Nears","url":"https://stock-news.laohu8.com/highlight/detail?id=2322330412","media":"CnEVPost","summary":"Starting in June, NIO will basically keep building 120-150 battery swap stations per month, William Li previously said.\n...","content":"<div>\n<p>Starting in June, NIO will basically keep building 120-150 battery swap stations per month, William Li previously said. | NIO US | NIO HK | NIO SGNIO today gave its third-generation battery swap ...</p>\n\n<a href=\"https://cnevpost.com/2023/03/28/nio-3rd-gen-swap-station-makes-real-life-debut/\">Web Link</a>\n\n</div>\n","source":"cnevpost_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO's 3rd-Gen Swap Station Makes Real-Life Debut As Mass Production Nears</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\">\nNIO's 3rd-Gen Swap Station Makes Real-Life Debut As Mass Production Nears\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-28 14:58 GMT+8 <a href=https://cnevpost.com/2023/03/28/nio-3rd-gen-swap-station-makes-real-life-debut/><strong>CnEVPost</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Starting in June, NIO will basically keep building 120-150 battery swap stations per month, William Li previously said. | NIO US | NIO HK | NIO SGNIO today gave its third-generation battery swap ...</p>\n\n<a href=\"https://cnevpost.com/2023/03/28/nio-3rd-gen-swap-station-makes-real-life-debut/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09866":"蔚来-SW","NIO.SI":"蔚来"},"source_url":"https://cnevpost.com/2023/03/28/nio-3rd-gen-swap-station-makes-real-life-debut/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2322330412","content_text":"Starting in June, NIO will basically keep building 120-150 battery swap stations per month, William Li previously said. | NIO US | NIO HK | NIO SGNIO today gave its third-generation battery swap station its real-life debut in a test run, though it didn't go live as previously teased.The next-generation station made its debut today next to a hotel in Haikou, in China's southernmost province of Hainan.Executives including William Li, founder, chairman and CEO of NIO, and Shen Fei, senior vice president of NIO Power, were present for the introduction of the trial run.NIO's third-generation battery swap station, unveiled at the NIO Day 2022 event on December 24, 2022, is capable of storing up to 21 battery packs, up from 13 for its predecessor generation and 5 for the first generation of the facility.The latest facility increases the daily service capacity of a single station to 408, a 30 percent increase over the second generation.Notably, some of NIO's third-generation battery swap stations will be equipped with two LiDARs and two Nvidia Orin chips, for a total computing power of 508 TOPS.NIO announced plans to add 400 battery swap stations in 2023 late last year, but that plan was raised to 1,000 a month ago.Li said on February 21 that the company will further accelerate the deployment of battery swap stations, aiming to have a cumulative total of more than 2,300 battery swap stations by the end of 2023.Production of NIO's third-generation battery swap stations was well underway, with mass production expected to begin in April and deployment accelerating in May, Li said at the time.Starting in June, NIO will basically maintain a construction rate of 120-150 battery swap stations per month, he said.On March 20, NIO said in an article posted on the NIO App that the first 10 third-generation battery swap stations would go live on March 28.However, this has not become a reality, and NIO's current plans appear to be consistent with the previous schedule.NIO has already built some third-generation battery swap stations in cities including Beijing and Shanghai, although they have not yet been officially put into operation.On March 23, CnEVPost visited NIO's delivery center in Jiading, Shanghai, where there is a third-generation battery swap station with the same exterior design as the previous two generations. The delivery center, NIO's largest in the world, opened on January 1.(A third-generation battery swap station at NIO's delivery center in Nanxiang, Jiading, Shanghai. Image credit: CnEVPost)Of the 1,000 battery swap stations NIO plans to add in 2023, about 900 will be third-generation facilities, NIO Power's Shen said at a media event last week.The cost of equipment for NIO's three generations of battery swap stations is not very different, but the average cost per battery compartment has dropped significantly as service capacity has increased, Shen said at the time.To date, the number of spare batteries in all of NIO's battery swap stations is roughly 11,000 to 12,000, Shen said in response to a question from CnEVPost.NIO has added only 20 battery swap stations in China so far this year, bringing the total number of facilities to 1,325 so far, according to data monitored by CnEVPost.The slowdown appears to be because NIO is waiting for the third generation of the facility to ramp up its capacity.","news_type":1,"symbols_score_info":{"NIO.SI":0.6,"09866":0.6}},"isVote":1,"tweetType":1,"viewCount":2494,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943784779,"gmtCreate":1679723515191,"gmtModify":1679723518719,"author":{"id":"3557024931927052","authorId":"3557024931927052","name":"nctony","avatar":"https://static.tigerbbs.com/1449dfc5089ded0e8efe303fd4dd43b1","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3557024931927052","authorIdStr":"3557024931927052"},"themes":[],"htmlText":"Going strong [Miser] ","listText":"Going strong [Miser] ","text":"Going strong [Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943784779","repostId":"2321119662","repostType":4,"repost":{"id":"2321119662","kind":"highlight","pubTimestamp":1679671200,"share":"https://ttm.financial/m/news/2321119662?lang=&edition=fundamental","pubTime":"2023-03-24 23:20","market":"us","language":"en","title":"Is Tesla Losing a Big Force Behind This Year’s Rally?","url":"https://stock-news.laohu8.com/highlight/detail?id=2321119662","media":"Bloomberg","summary":"Retail traders, who were aggressive buyers, have pulled backFalling conviction comes amid demand con","content":"<div>\n<p>Retail traders, who were aggressive buyers, have pulled backFalling conviction comes amid demand concerns, market jittersVehicles for sale at a Tesla store in Vallejo, California. Photographer: David ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-03-24/tesla-is-losing-a-big-force-behind-this-year-s-rally-tech-watch?srnd=markets-vp\">Web 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>Is Tesla Losing a Big Force Behind This Year’s Rally?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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\">\nIs Tesla Losing a Big Force Behind This Year’s Rally?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-24 23:20 GMT+8 <a href=https://www.bloomberg.com/news/articles/2023-03-24/tesla-is-losing-a-big-force-behind-this-year-s-rally-tech-watch?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Retail traders, who were aggressive buyers, have pulled backFalling conviction comes amid demand concerns, market jittersVehicles for sale at a Tesla store in Vallejo, California. Photographer: David ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-03-24/tesla-is-losing-a-big-force-behind-this-year-s-rally-tech-watch?srnd=markets-vp\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4548":"巴美列捷福持仓","BK4527":"明星科技股","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4534":"瑞士信贷持仓","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1548497426.USD":"安联环球人工智能AT Acc","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","BK4528":"SaaS概念","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","BK4554":"元宇宙及AR概念","BK4581":"高盛持仓","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0056508442.USD":"贝莱德世界科技基金A2","LU0823414478.USD":"法巴经典能源转换基金","BK4585":"ETF&股票定投概念","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","BK4555":"新能源车","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4551":"寇图资本持仓","BK4588":"碎股","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4511":"特斯拉概念","BK4099":"汽车制造商","BK4106":"数据处理与外包服务","LU1861558580.USD":"日兴方舟颠覆性创新基金B","TSLA":"特斯拉","LU2063271972.USD":"富兰克林创新领域基金","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4550":"红杉资本持仓"},"source_url":"https://www.bloomberg.com/news/articles/2023-03-24/tesla-is-losing-a-big-force-behind-this-year-s-rally-tech-watch?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2321119662","content_text":"Retail traders, who were aggressive buyers, have pulled backFalling conviction comes amid demand concerns, market jittersVehicles for sale at a Tesla store in Vallejo, California. Photographer: David Paul Morris/BloombergA key force behind this year’s rally in Tesla Inc. shares is losing momentum.Retail traders whose purchases have helped push the electric-vehicle maker’s stock up 56% in 2023 are pulling back this month amid disappointment over a recent investor day and concerns over the health of the economy.Net daily purchases of Tesla shares by individuals have fallen by about three-fourths from a peak of $436 million on March 1, as of Wednesday, according to data from Vanda Research. In fact, retail investors were net sellers of the stock on Tuesday for the first time in nearly a year.“After a brief period when Tesla’s stock price looked to be offering decent value, the shares seem to be back in the realm of expensive, and retail investors have stepped back,” said Paul Allison, senior analyst at Finimize Ltd., an investment advice platform owned by Abdrn Plc.It’s an about face from mom-and-pop investors, who have often helped to supercharge any Tesla rally through aggressive buying. Their enthusiasm has waned in the wake of the March 1 investor day that lacked specific details on a much-anticipated new vehicle. Since then, the shares have dropped 6.6%, compared with a 0.5% decline in the S&P 500 Index and the Nasdaq 100’s 5.7% gain.Caution among retail investors has been fanned lately by fears about problems in the banking industry spreading in the wake of the collapse of Silicon Valley Bank and Signature Bank.With such a rich valuation, Tesla is particularly sensitive to any deterioration in investor sentiment. The stock trades at 44 times forward earnings compared with mid-to-high single-digit multiples for General Motors Co. and Ford Motor Co., and even surpassing the Nasdaq 100’s average price-to-earnings ratio of 24.“The valuation level relative to the car industry reflects very high expectations for future operating margin and total market share,” said Peter Garnry, head of equity strategy at Saxo Bank A/S. “That is basically the reference point as an investor. You are buying a stock that is priced for almost perfection.”Some recent disappointments haven’t played to such a narrative. In addition to the investor day failing to deliver on the hype that had built ahead of it, the company announced another price cut on its most expensive cars, while the US National Highway Traffic Safety Administration opened an investigation over complaints that the steering wheel can fall off certain new Model Y vehicles while in use.Wall Street has turned more cautious after the early rally as well, with at least three analysts downgrading the stock just this month.Tesla’s “valuation now leaves less room for disappointment,” Berenberg analyst Adrian Yanoshik wrote, while lowering his recommendation to hold from buy early this month.A rally in the stock this week — after a credit-rating upgrade that lifted its bonds to investment grade status and some encouraging sales data from China — highlights how Tesla’s strong momentum can quickly take over whenever the narrative shifts.In the near term, first-quarter delivery figures due early next month could also turn sentiment quickly, especially if the numbers show the big price cuts instituted in early January boosted demand. That would also underscore a key advantage that the company has over its rivals, who followed Tesla’s cuts by lowering their own prices.“Since Tesla has higher gross margins to begin with, the margins at competitors are more at risk,” said Jerry Braakman, chief investment officer of First American Trust.","news_type":1,"symbols_score_info":{"TSLA":1}},"isVote":1,"tweetType":1,"viewCount":1744,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}