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FinFree
FinFree
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2022-05-26
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FinFree
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2022-05-25
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FinFree
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2022-05-24
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3 Growth Stocks That Could Triple
These three stocks may be severely beaten down, but they have the potential to rise sharply over the next few years.
3 Growth Stocks That Could Triple
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FinFree
FinFree
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2022-05-22
Buy when in fear
Buy the Dip Or Sell the "Rip"?: What's Ahead for Stock Investors As "Sticky" Inflation Fears Heighten Consumer Concern
Stock-market bottoms tend to form after a 'panic selloff,' says Tastytrade's chief market strategist
Buy the Dip Or Sell the "Rip"?: What's Ahead for Stock Investors As "Sticky" Inflation Fears Heighten Consumer Concern
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FinFree
FinFree
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2022-05-21
[smile]
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2022-05-20
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Alibaba: Another Hit On Margins
Alibaba (NYSE:BABA) had reported a big decline in its EBITA within core commerce business in the las
Alibaba: Another Hit On Margins
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FinFree
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2022-05-19
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US STOCKS-Wall Street Ends Sharply Lower as Target and Growth Stocks Sink
* Target Corp loses quarter of value as profit slumps* Megacap growth stocks drag down S&P 500, Nasdaq* Indexes end: S&P 500 -4.04%, Nasdaq -4.73%, Dow -3.57%Wall Street ended sharply lower on Wednesd
US STOCKS-Wall Street Ends Sharply Lower as Target and Growth Stocks Sink
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FinFree
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2022-05-17
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Apple: One Big Time Sale
Investment ThesisApple (NASDAQ:AAPL) designs, manufactures, and distributes smartphones, personal co
Apple: One Big Time Sale
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FinFree
FinFree
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2022-05-16
Ok
S&P 500 Falls on Monday As It Struggles to Rebound From a 6-Week Slide
S&P 500 fell on Monday as the market attempts to rebound from a relentless sell-off that’s punished
S&P 500 Falls on Monday As It Struggles to Rebound From a 6-Week Slide
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FinFree
FinFree
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2022-05-15
Cool
Did Rivian Just Spark a Huge Comeback for Electric Vehicle Stocks?
They caught fire, paced by better-than-expected business updates from EV makers Lordstown Motors (Na
Did Rivian Just Spark a Huge Comeback for Electric Vehicle Stocks?
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07:58","market":"us","language":"en","title":"3 Growth Stocks That Could Triple","url":"https://stock-news.laohu8.com/highlight/detail?id=2237334366","media":"Motley Fool","summary":"These three stocks may be severely beaten down, but they have the potential to rise sharply over the next few years.","content":"<div>\n<p>It's been one of the toughest years on record for growth investors as the Nasdaq Composite falls for a seventh straight week, capping off a 28.3% year-to-date decline for the bellwether technology ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/05/23/3-growth-stocks-that-could-triple/\">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\" 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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 Growth Stocks That Could Triple\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-24 07:58 GMT+8 <a href=https://www.fool.com/investing/2022/05/23/3-growth-stocks-that-could-triple/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It's been one of the toughest years on record for growth investors as the Nasdaq Composite falls for a seventh straight week, capping off a 28.3% year-to-date decline for the bellwether technology ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/05/23/3-growth-stocks-that-could-triple/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DOCU":"Docusign","OKTA":"Okta Inc.","SE":"Sea Ltd"},"source_url":"https://www.fool.com/investing/2022/05/23/3-growth-stocks-that-could-triple/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2237334366","content_text":"It's been one of the toughest years on record for growth investors as the Nasdaq Composite falls for a seventh straight week, capping off a 28.3% year-to-date decline for the bellwether technology stock index. The S&P 500 index, which tracks the performance of the 500 largest companies in the U.S., is down 18.7% year to date and is on the edge of entering a bear market.Amid the doom and gloom, investors should keep their eyes peeled for potential bargains emerging. The good news about falling share prices is that sometimes the baby gets thrown out with the bathwater, creating enticing investment opportunities for investors who stay alert. Plunging valuations also mean that the margin of safety increases for businesses that continue to grow both their top and bottom lines, increasing the chances of a better long-term total return.Here are three growth stocks that continue to register business improvements and could very likely triple in share price once the selling is done.Sea LimitedSea Limited is a global consumer internet company founded in Singapore with three distinct business divisions: e-commerce (Shopee), digital entertainment (Garena), and digital financial services (SeaMoney). The company has seen its share price plunge nearly 79% from its peak late last year as investors perceived a slowdown in its growth and the company pulled Shopee out of countries such as India and France.Investors should perceive these events as short-term blips that are part of the company's growing pains. Its recent fiscal 2022 first-quarter earnings show that Sea still has what it takes to grow -- total revenue surged by 64.4% year over year to $2.9 billion, with e-commerce division revenue nearly doubling year over year from $772.4 million to $1.5 billion. The gross margin also expanded from 36.6% a year ago to 40.4%.Operating metrics for Shopee continue to impress -- gross orders soared by 71% year over year to 1.9 billion while gross merchandise value increased by 39% year over year to $17.4 billion. Sea's e-commerce clout in Asia should ensure that the company continues to grow its top line, albeit at a slower pace after its pullout. Garena, though, has seen quarterly paying users fall by 23% year over year to 61.4 million as its Free Fire game was recently banned in India. SeaMoney, though, has turned in a respectable performance, with quarterly active users up 78% year over year to 49 million and total payment volume climbing 49% year over year to $5.1 billion.Sea Limited has also recently snagged a second digital banking license in Malaysia, adding to the Singapore one that it won back in December 2020. The winning of these two licenses should significantly boost the growth of the company's digital financial services division in the coming years. It may take a while before Sea Limited revisits its glory days, but the seeds of success have already been planted for the company.DocuSignDocuSign has seen its share price lose three-quarters of its value from its peak as investors get jittery over the company's prospects. The worry is that the electronic signature specialist could face a sharp slowdown for its cloud services as economies reopen and people return to their offices in droves. The company boasts more than a million paying customers and counts the top 15 of the Fortune 500 financial companies as its clients.To be sure, DocuSign is still posting strong financial numbers. Revenue for its fiscal 2022 ended Jan. 31 jumped 45% year over year to $2.1 billion. Gross profit increased by 50.7% year over year to $1.64 billion, and the company narrowed its net loss to $70 million from $243.3 million a year ago. Billings stood at $2.4 billion for a 37% year-over-year increase, and 97% of DocuSign's revenue comprised subscription revenue, which is both stable and predictable. The company has also been garnering larger customers over the years, with enterprise and commercial customers ending the fiscal year at 170,000, up from 125,000 a year ago. Its clients are also spending more -- 852 of them had annual contract values worth more than $300,000 compared to just 599 in the previous fiscal year. DocuSign's net dollar retention rate was healthy at 119%.DocuSign remains confident in its further growth as e-signatures help automate and smooth out the contract-signing process and will not be going away anytime soon. For fiscal 2023, the company estimates that revenue can grow 17.5% year over year to $2.48 billion, and it has also been busy forging partnerships to extend its reach. An agreement was signed with Zoom Video Communications to enable easier and quicker signing of agreements through Zoom's videoconferencing software.OktaLike DocuSign, Okta has also seen its share price shrivel by 70% from its 52-week high. The identity management specialist has more than 15,000 customers on its cloud platform and helps them control access for a wide variety of applications and programs.Part of the reason for the share price weakness could be attributed to a recent data breach that impacted up to 366 of Okta's customers. A hacker group compromised the company's Identity Cloud earlier this year, leading to a loss of confidence in the company. However, this is likely a one-off event that Okta can recover from given time, as it is one of the leading identity management platforms in the market.Okta is still growing its top line at a rapid pace, posting a 55.6% year-over-year jump in total revenue for its fiscal 2022 ended Jan. 31. Subscription revenue made up 96% of revenue and grew by 56.8% year over year to $1.25 billion, and the company also generated free cash flow over the last two fiscal years. Like DocuSign, customers are spending more, with customers with more than $100,000 in annual contract value up 59% year over year to 3,100. Okta expects this momentum to continue into fiscal 2023, with revenue projected to grow by 37% year over year to $1.78 billion. A total addressable market of $80 billion has been identified that demonstrates Okta's potential to continue growing, and the company will rely on the improvement of its platform and international expansion as drivers of its growth plan.","news_type":1,"symbols_score_info":{"OKTA":0.9,"SE":0.9,"DOCU":0.9}},"isVote":1,"tweetType":1,"viewCount":2599,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9028172135,"gmtCreate":1653189354927,"gmtModify":1676535237545,"author":{"id":"3575427961987459","authorId":"3575427961987459","name":"FinFree","avatar":"https://static.tigerbbs.com/c9b0cb07fc0f99b802cfb85b3a20b578","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575427961987459","idStr":"3575427961987459"},"themes":[],"htmlText":"Buy when in fear","listText":"Buy when in fear","text":"Buy when in fear","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9028172135","repostId":"2237880958","repostType":4,"repost":{"id":"2237880958","kind":"highlight","pubTimestamp":1653179341,"share":"https://ttm.financial/m/news/2237880958?lang=&edition=fundamental","pubTime":"2022-05-22 08:29","market":"us","language":"en","title":"Buy the Dip Or Sell the \"Rip\"?: What's Ahead for Stock Investors As \"Sticky\" Inflation Fears Heighten Consumer Concern","url":"https://stock-news.laohu8.com/highlight/detail?id=2237880958","media":"MarketWatch","summary":"Stock-market bottoms tend to form after a 'panic selloff,' says Tastytrade's chief market strategist","content":"<html><head></head><body><p>Stock-market bottoms tend to form after a 'panic selloff,' says Tastytrade's chief market strategist</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/31b4e6009914f20c21b505fb59a49907\" tg-width=\"700\" tg-height=\"487\" referrerpolicy=\"no-referrer\"/><span>The stock market has been rocky amid rising recession risks and high inflation.</span></p><p>Investors, already grappling with a sinking stock market and fears that the U.S. economy may be heading for a recession, now turn their focus to the consumer. For one thing, consumer discretionary stocks are among the hardest hit.</p><p>The market's fixation on peak inflation and how many times the Federal Reserve could hike interest rates is giving way to recession fears, according to Paul Christopher, head of global market strategy at Wells Fargo Investment Institute.</p><p>That shift was seen over the past week, as stocks sank amid investor worries over consumer spending trends, said Christopher, in a phone interview.</p><p>"The market is finally starting to price in realistically a recession," he said.</p><p>For now, the mood of consumers has proven as hard to pin down as market entries and exits.</p><p>The slump has been "very difficult to sit through," said JJ Kinahan, chief market strategist for online brokerage firm Tastytrade Inc., in a phone interview. "It's like going in and boxing day after day, getting your butt kicked, but you haven't been knocked out yet. So you have to go back in and box again."</p><p>Stocks have not yet seen a "big low," and because the market is vulnerable to a bear-market rally, sell any "rips," advised investment strategists at BofA Global Research, in a May 19 note.</p><p>On Friday, the S&P 500 index traded into bear-market territory yet avoided closing there as it eked out a gain in a mixed close for U.S. stocks. Still, the S&P 500 and other major benchmarks suffered another week of losses, with the Dow Jones Industrial Average booking an eighth straight weekly decline for its longest losing streak since April 1932.</p><p>In a May 18 note, Wells Fargo Investment Institute said it was adjusting its equities guidance and price targets for a "likely" recession, upgrading the utilities sector to "neutral" from "most unfavorable." Utilities are considered defensive, unlike the consumer-discretionary sector, which Wells Fargo downgraded to "unfavorable" from "neutral," according to the note.</p><p>Consumer discretionary was the worst performing sector of the S&P 500 index Friday, closing lower and booking a seventh straight week of declines for its longest losing streak since July 1996, according to Dow Jones Market Data.</p><p>Here are Wells Fargo's equity sector preferences, as seen in its May 18 report.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4406b38e7adcad9f5a1185e010e66277\" tg-width=\"700\" tg-height=\"392\" referrerpolicy=\"no-referrer\"/><span>WELLS FARGO INVESTMENT INSTITUTE</span></p><p><b>'Sticky' inflation</b></p><p>"Inflation is hitting purchasing power," said Christopher. "It's so sticky," he said, "that it's going to be with us for a while, even after the Fed raises rates."</p><p>Profit misses in earnings results reported by Walmart Inc. and Target Corp. this past week sparked investor concern that high inflation is crimping consumer spending, while eating into companies' profit margins. Shares of Walmart plunged more than 19% in the past week and Target plummeted around 29%.</p><p>"Unfortunately, gasoline prices bounced back up to another record high in May and with inflation rampant across most categories, people are spending more money on fewer items," said Beth Ann Bovino, U.S. chief economist for S&P Global Ratings, in emailed comments on May 17.</p><p>When S&P adjusted U.S. retail sales in April for inflation, "a frightening split has appeared over the last year, and has only gotten wider through April," said Bovino.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3e3917ed259a01a2169979d1fc3080fd\" tg-width=\"700\" tg-height=\"535\" referrerpolicy=\"no-referrer\"/><span>S&P GLOBAL</span></p><p>"Purchasing power has been squeezed, particularly for low-income households," she said. "While savings stored up during the pandemic has given households a cushion to absorb these higher prices, eventually these buffers run thin."</p><p>Although the labor market remains strong, new U.S. jobless claims during the week ending May 14 climbed to a four-month high. Christopher said that Wells Fargo Investment Institute believes "a mild recession" may begin late this year.</p><p>They're not alone.</p><p>"We continue to expect that the financial conditions tightening triggered by Fed policy will likely lead to a recession by end 2023," wrote Deutsche Bank analysts led by chief U.S. economist Matthew Luzzetti, in a research note dated May 20. "Over the past several weeks, U.S. financial conditions have tightened sharply."</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/82d0727a73fde6613cb96bc10431a7d1\" tg-width=\"700\" tg-height=\"454\" referrerpolicy=\"no-referrer\"/><span>WELLS FARGO INVESTMENT INSTITUTE</span></p><p>This coming week, investors will get fresh economic data on inflation, consumer spending and disposable income. The U.S. economic calendar also includes readings on consumer sentiment, U.S. manufacturing and services, initial jobless claims, and minutes from the Federal Open Market Committee's last policy meeting.</p><p><b>Jittery investors</b></p><p>While investors are jittery, stock-market bottoms tend to form after a "panic selloff," and the recent slump so far has been "orderly," according to Tastytrade's Kinahan.</p><p>The S&P 500 has dropped about 18% this year through Friday, while the Dow has fallen 14% and the technology-heavy Nasdaq Composite has tumbled around 27%, according to FactSet.</p><p>Through the lens of bullish investors, bear markets entail "feral, fearful, dystopian price action," the BofA investment strategists wrote in their note. "The tape shows big damage already," with "inflation shock" largely priced in along with "rates shock."</p><p>Once "recession shock" is discounted, "lows will be set," the strategists wrote, citing a bullish perspective.</p><p>Both Kinahan and Wells Fargo's Christopher cautioned against trying to time the market, with Kinahan describing any attempt to pick a bottom as a "fool's errand."</p><p>Christopher said investors might consider putting small amounts of cash to work over time as the market falls to new lows, and buying quality stocks to minimize losses. "If you're a longer-term investor, you don't want to pull money out of the market," he said.</p><p>With recession risks rising, Wells Fargo Investment Institute has cut its year-end target price range for the S&P 500 to 4,200-4,400 from 4,500-4,700, its report shows. That's above the index's close Friday at 3,901.</p></body></html>","source":"lsy1603348471595","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>Buy the Dip Or Sell the \"Rip\"?: What's Ahead for Stock Investors As \"Sticky\" Inflation Fears Heighten Consumer Concern</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\">\nBuy the Dip Or Sell the \"Rip\"?: What's Ahead for Stock Investors As \"Sticky\" Inflation Fears Heighten Consumer Concern\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-22 08:29 GMT+8 <a href=https://www.marketwatch.com/story/buy-the-dip-or-sell-the-rip-whats-ahead-for-stock-investors-as-sticky-inflation-fears-heighten-consumer-concern-11653138573?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stock-market bottoms tend to form after a 'panic selloff,' says Tastytrade's chief market strategistThe stock market has been rocky amid rising recession risks and high inflation.Investors, already ...</p>\n\n<a href=\"https://www.marketwatch.com/story/buy-the-dip-or-sell-the-rip-whats-ahead-for-stock-investors-as-sticky-inflation-fears-heighten-consumer-concern-11653138573?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WMT":"沃尔玛",".IXIC":"NASDAQ Composite","TGT":"塔吉特",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.marketwatch.com/story/buy-the-dip-or-sell-the-rip-whats-ahead-for-stock-investors-as-sticky-inflation-fears-heighten-consumer-concern-11653138573?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2237880958","content_text":"Stock-market bottoms tend to form after a 'panic selloff,' says Tastytrade's chief market strategistThe stock market has been rocky amid rising recession risks and high inflation.Investors, already grappling with a sinking stock market and fears that the U.S. economy may be heading for a recession, now turn their focus to the consumer. For one thing, consumer discretionary stocks are among the hardest hit.The market's fixation on peak inflation and how many times the Federal Reserve could hike interest rates is giving way to recession fears, according to Paul Christopher, head of global market strategy at Wells Fargo Investment Institute.That shift was seen over the past week, as stocks sank amid investor worries over consumer spending trends, said Christopher, in a phone interview.\"The market is finally starting to price in realistically a recession,\" he said.For now, the mood of consumers has proven as hard to pin down as market entries and exits.The slump has been \"very difficult to sit through,\" said JJ Kinahan, chief market strategist for online brokerage firm Tastytrade Inc., in a phone interview. \"It's like going in and boxing day after day, getting your butt kicked, but you haven't been knocked out yet. So you have to go back in and box again.\"Stocks have not yet seen a \"big low,\" and because the market is vulnerable to a bear-market rally, sell any \"rips,\" advised investment strategists at BofA Global Research, in a May 19 note.On Friday, the S&P 500 index traded into bear-market territory yet avoided closing there as it eked out a gain in a mixed close for U.S. stocks. Still, the S&P 500 and other major benchmarks suffered another week of losses, with the Dow Jones Industrial Average booking an eighth straight weekly decline for its longest losing streak since April 1932.In a May 18 note, Wells Fargo Investment Institute said it was adjusting its equities guidance and price targets for a \"likely\" recession, upgrading the utilities sector to \"neutral\" from \"most unfavorable.\" Utilities are considered defensive, unlike the consumer-discretionary sector, which Wells Fargo downgraded to \"unfavorable\" from \"neutral,\" according to the note.Consumer discretionary was the worst performing sector of the S&P 500 index Friday, closing lower and booking a seventh straight week of declines for its longest losing streak since July 1996, according to Dow Jones Market Data.Here are Wells Fargo's equity sector preferences, as seen in its May 18 report.WELLS FARGO INVESTMENT INSTITUTE'Sticky' inflation\"Inflation is hitting purchasing power,\" said Christopher. \"It's so sticky,\" he said, \"that it's going to be with us for a while, even after the Fed raises rates.\"Profit misses in earnings results reported by Walmart Inc. and Target Corp. this past week sparked investor concern that high inflation is crimping consumer spending, while eating into companies' profit margins. Shares of Walmart plunged more than 19% in the past week and Target plummeted around 29%.\"Unfortunately, gasoline prices bounced back up to another record high in May and with inflation rampant across most categories, people are spending more money on fewer items,\" said Beth Ann Bovino, U.S. chief economist for S&P Global Ratings, in emailed comments on May 17.When S&P adjusted U.S. retail sales in April for inflation, \"a frightening split has appeared over the last year, and has only gotten wider through April,\" said Bovino.S&P GLOBAL\"Purchasing power has been squeezed, particularly for low-income households,\" she said. \"While savings stored up during the pandemic has given households a cushion to absorb these higher prices, eventually these buffers run thin.\"Although the labor market remains strong, new U.S. jobless claims during the week ending May 14 climbed to a four-month high. Christopher said that Wells Fargo Investment Institute believes \"a mild recession\" may begin late this year.They're not alone.\"We continue to expect that the financial conditions tightening triggered by Fed policy will likely lead to a recession by end 2023,\" wrote Deutsche Bank analysts led by chief U.S. economist Matthew Luzzetti, in a research note dated May 20. \"Over the past several weeks, U.S. financial conditions have tightened sharply.\"WELLS FARGO INVESTMENT INSTITUTEThis coming week, investors will get fresh economic data on inflation, consumer spending and disposable income. The U.S. economic calendar also includes readings on consumer sentiment, U.S. manufacturing and services, initial jobless claims, and minutes from the Federal Open Market Committee's last policy meeting.Jittery investorsWhile investors are jittery, stock-market bottoms tend to form after a \"panic selloff,\" and the recent slump so far has been \"orderly,\" according to Tastytrade's Kinahan.The S&P 500 has dropped about 18% this year through Friday, while the Dow has fallen 14% and the technology-heavy Nasdaq Composite has tumbled around 27%, according to FactSet.Through the lens of bullish investors, bear markets entail \"feral, fearful, dystopian price action,\" the BofA investment strategists wrote in their note. \"The tape shows big damage already,\" with \"inflation shock\" largely priced in along with \"rates shock.\"Once \"recession shock\" is discounted, \"lows will be set,\" the strategists wrote, citing a bullish perspective.Both Kinahan and Wells Fargo's Christopher cautioned against trying to time the market, with Kinahan describing any attempt to pick a bottom as a \"fool's errand.\"Christopher said investors might consider putting small amounts of cash to work over time as the market falls to new lows, and buying quality stocks to minimize losses. \"If you're a longer-term investor, you don't want to pull money out of the market,\" he said.With recession risks rising, Wells Fargo Investment Institute has cut its year-end target price range for the S&P 500 to 4,200-4,400 from 4,500-4,700, its report shows. That's above the index's close Friday at 3,901.","news_type":1,"symbols_score_info":{"WMT":1,".DJI":0.9,".SPX":0.6,"TGT":1,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":2443,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9028083803,"gmtCreate":1653116319302,"gmtModify":1676535227661,"author":{"id":"3575427961987459","authorId":"3575427961987459","name":"FinFree","avatar":"https://static.tigerbbs.com/c9b0cb07fc0f99b802cfb85b3a20b578","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575427961987459","idStr":"3575427961987459"},"themes":[],"htmlText":"[smile] ","listText":"[smile] ","text":"[smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9028083803","repostId":"2236012808","repostType":4,"isVote":1,"tweetType":1,"viewCount":2677,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9021633544,"gmtCreate":1653040906788,"gmtModify":1676535213176,"author":{"id":"3575427961987459","authorId":"3575427961987459","name":"FinFree","avatar":"https://static.tigerbbs.com/c9b0cb07fc0f99b802cfb85b3a20b578","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575427961987459","idStr":"3575427961987459"},"themes":[],"htmlText":"Man","listText":"Man","text":"Man","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9021633544","repostId":"2236705977","repostType":4,"repost":{"id":"2236705977","kind":"highlight","pubTimestamp":1653061017,"share":"https://ttm.financial/m/news/2236705977?lang=&edition=fundamental","pubTime":"2022-05-20 23:36","market":"us","language":"en","title":"Alibaba: Another Hit On Margins","url":"https://stock-news.laohu8.com/highlight/detail?id=2236705977","media":"Seeking Alpha","summary":"Alibaba (NYSE:BABA) had reported a big decline in its EBITA within core commerce business in the las","content":"<html><head></head><body><p>Alibaba (NYSE:BABA) had reported a big decline in its EBITA within core commerce business in the last quarter. Core commerce in China is the biggest contributor to its profit and hence we saw a massive dip in Alibaba’s income and margin in the last quarter. This margin decline could continue in the near term as the restrictions due to the pandemic are still being imposed on major cities. Alibaba’s EBITA in core commerce came at RMB 57.8 billion, down from RMB 71.9 billion in the year-ago quarter. Most of this decline was due to higher investment in Taobao Deals, Community Marketplaces, Local Consumer Service and Lazada.</p><p>We should see better margins in the medium term as the competitive pressure declines due to lower investment by Tencent (OTCPK:TCEHY) in Alibaba’s rivals like JD.com (JD), Pinduoduo (PDD), Meituan, and others. Alibaba’s cloud platform will also be the main driver for margin expansion over the next few quarters. Even with a lower margin in this earnings call, Alibaba could see better bullish sentiment if it continues to show strong progress in cloud, international regions, subscriptions, delivery, and other key business segments.</p><h2>Decline In Margins</h2><p>The decline in margins within core commerce business is due to ramping up of investments in several strategic initiatives. The growing competition from Pinduoduo forced Alibaba to launch Taobao Deals where the margins are low. This service already has over 240 million annual active customers. Alibaba also invested in Ele.me to improve its delivery network. Another big investment activity was in Lazada in Southeast Asia. Lazada is competing against Sea Limited and Alibaba has set a target to hit $100 billion gross merchandise value within this business.</p><p></p><p><img src=\"https://static.tigerbbs.com/544c296ad8072dce7401de3165fbf988\" tg-width=\"640\" tg-height=\"266\" referrerpolicy=\"no-referrer\"/></p><p>Alibaba Filings</p><p></p><p>Figure 1: Decline in core commerce EBITA is driving the overall margins lower.</p><p>The margin decline in commerce segment was quite high. The overall EBITA margin in the year-ago quarter was 28% which declined to 18% in the last quarter.</p><h2>Tencent's Withdrawal</h2><p>Tencent has seen significant regulatory headwinds in recent quarters. It is Alibaba’s main rival which has invested in a number of companies that directly compete with Alibaba. Tencent is now trying to divest its stake in these companies to prevent antitrust action by regulators.</p><p>It has already announced a reduction in stake in JD from 17% to 2.3%. There could also be a reduction in strategic partnership where JD uses Tencent’s platform to improve its service. Tencent might also divest from PDD, Meituan and other startups. At the same time, Tencent is increasing investment outside China. This will reduce the competitive pressure on Alibaba in several business segments.</p><p></p><p><img src=\"https://static.tigerbbs.com/51ed2b380c935f55b8df8e53737d48b4\" tg-width=\"779\" tg-height=\"551\" referrerpolicy=\"no-referrer\"/></p><p>Financial Times</p><p></p><p>Figure 2: Lower investment by Tencent in China.</p><h2>Importance Of Cloud Business</h2><p>Alibaba Cloud is already showing annualized revenue rate of $12 billion.</p><p></p><p><img src=\"https://static.tigerbbs.com/130228d64a56245f00b42dbce2e29d0e\" tg-width=\"640\" tg-height=\"265\" referrerpolicy=\"no-referrer\"/></p><p>Company Filings</p><p></p><p>Figure 3: Improvement in cloud business compared to year ago quarter.</p><p>In the nine months ending December 31, 2020 Alibaba reported EBITA of negative RMB 1.9 billion. In the latest nine-month period this has changed to positive RMB 0.87 billion. The margin swing in this period was from negative 4% to positive 2 %. Many cloud providers have struggled with lower margins in the initial stages. After reaching a higher revenue base, they are able to leverage the economies of scale to deliver better margins.</p><p>We have already seen this in Google's ((GOOG)(GOOGL)) cloud business. Google was able to deliver a 16 percentage point improvement in margin on a YoY basis in the previous quarter. Alibaba should also be able to show improvement in cloud margins as the revenue base increases and we see better economies of scale.</p><p>Another factor working in favor of Alibaba Cloud is the rapid international growth shown by the company. Recently, Alibaba opened its third data center in Germany and it now directly competes with Amazon (AMZN), Microsoft (MSFT), Google, and other cloud providers in the lucrative European region. It should be noted that Alibaba Cloud has many features which are similar to Amazon's AWS because both of these cloud operations started with their e-commerce business. This makes it easier for clients to use Alibaba Cloud instead of AWS in case they get better discounts.</p><p>Many clients are focusing on using the services of multiple cloud providers instead of a single cloud company. This should help Alibaba Cloud gain market share as clients try to diversify their cloud providers.</p><p></p><p><img src=\"https://static.tigerbbs.com/0b7a35257e5d288ea3753661e3165873\" tg-width=\"640\" tg-height=\"248\" referrerpolicy=\"no-referrer\"/></p><p>Amazon Filing</p><p></p><p>Figure 4: Amazon's AWS has shown operating margin of close to 30% in the last few quarters.</p><p>Amazon’s AWS regularly shows operating margin of 30%. There is a massive margin gap between Alibaba Cloud and AWS. Alibaba Cloud has already shown an improvement of six percentage points in margins in the first three-quarters of this fiscal. Further improvement is likely as Alibaba ramps up its international investment in cloud business.</p><p>Hence, we should see a lot of margin improvement in Alibaba Cloud due to better economies of scale, international expansion, and usage of multiple cloud providers by clients, and thereby see a reduction in margin gap with AWS.</p><h2>Are Margins Important?</h2><p>If Alibaba can show rapid growth in international regions, the margins might take a back seat for Wall Street in evaluating the stock. The company is trying to replicate the business model it has created within China in other locations. It tries to gain a good share of the ecommerce market in a new region and then launches other services like payment, cloud, delivery, subscriptions, etc. within these locations. Alibaba has already proven itself in Southeast Asia. It owns Lazada which is a major player in the ecommerce market of Southeast Asia.</p><p>Lazada had $21 billion gross merchandise value according to recent estimates compared with Sea Limited which had $35 billion GMV. Sea Limited is trading at close to $50 billion market cap. Hence, Lazada could also have a massive standalone valuation. Alibaba also owns a big stake in Trendyol which is the leading e-commerce company in Turkey with a valuation of over $16 billion.</p><p>By end of this decade, Alibaba’s international business could be worth more than its Chinese business. During the expansion phase in international regions, the margins will suffer as the company tries to invest in warehousing, logistics and attracts new customers through discounts. Wall Street might overlook margins in this period if Alibaba’s management can deliver high enough growth in international markets. The recent YoY growth in Lazada was 82% which shows that heavy investment can bring a strong growth from a high revenue base.</p><h2>Impact On Stock</h2><p>Alibaba is trading at a modest valuation multiple even if we price in the regulatory challenges faced by the company. The company has a number of growth drivers that it can use to deliver better numbers in the future. The core business is still very strong and it has been able to retain its market share despite the growth of innovative disruptors like PDD.</p><p></p><p><img src=\"https://static.tigerbbs.com/6e18f482493ca5ea51b28b8a3f0ce819\" tg-width=\"640\" tg-height=\"293\" referrerpolicy=\"no-referrer\"/></p><p>Ycharts</p><p></p><p>Figure 5: Alibaba's forward PE ratio is considerably lower than that of JD and PDD.</p><p>The revenue growth is still strong in a number of important businesses like cloud, international commerce, Ele.me and others. The forward P/E ratio of Alibaba is close to single digit which does not reflect the core strengths. We could still see some margin headwinds due to pandemic restrictions in the near term. However, in the medium to long term, the revenue growth and margin potential of the company are promising.</p><p>Investors should look past the short-term margin fluctuation and gauge the long-term growth of important segments like cloud, international commerce, subscriptions, and competition with Tencent.</p><h2>Investor Takeaway</h2><p>Alibaba has seen a dip in margins as the company invests in its strategic initiatives. We should see lower competitive pressure on Alibaba in the medium term as Tencent reduces its stake and partnership in JD, PDD, Meituan and others. Tencent is also directing more investment in international regions which should be favorable for Alibaba in China. Alibaba’s cloud business will be the main margin driver in the next few quarters.</p><p>Alibaba’s international growth will also put less attention on the margins. If Alibaba can rapidly expand in Southeast Asia and Europe across services like ecommerce, cloud, payments, delivery, and others, then it can improve the long-term growth runway for the company.</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: Another Hit On Margins</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: Another Hit On Margins\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-20 23:36 GMT+8 <a href=https://seekingalpha.com/article/4513086-alibaba-another-hit-on-margins><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Alibaba (NYSE:BABA) had reported a big decline in its EBITA within core commerce business in the last quarter. Core commerce in China is the biggest contributor to its profit and hence we saw a ...</p>\n\n<a href=\"https://seekingalpha.com/article/4513086-alibaba-another-hit-on-margins\">Web 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/4513086-alibaba-another-hit-on-margins","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2236705977","content_text":"Alibaba (NYSE:BABA) had reported a big decline in its EBITA within core commerce business in the last quarter. Core commerce in China is the biggest contributor to its profit and hence we saw a massive dip in Alibaba’s income and margin in the last quarter. This margin decline could continue in the near term as the restrictions due to the pandemic are still being imposed on major cities. Alibaba’s EBITA in core commerce came at RMB 57.8 billion, down from RMB 71.9 billion in the year-ago quarter. Most of this decline was due to higher investment in Taobao Deals, Community Marketplaces, Local Consumer Service and Lazada.We should see better margins in the medium term as the competitive pressure declines due to lower investment by Tencent (OTCPK:TCEHY) in Alibaba’s rivals like JD.com (JD), Pinduoduo (PDD), Meituan, and others. Alibaba’s cloud platform will also be the main driver for margin expansion over the next few quarters. Even with a lower margin in this earnings call, Alibaba could see better bullish sentiment if it continues to show strong progress in cloud, international regions, subscriptions, delivery, and other key business segments.Decline In MarginsThe decline in margins within core commerce business is due to ramping up of investments in several strategic initiatives. The growing competition from Pinduoduo forced Alibaba to launch Taobao Deals where the margins are low. This service already has over 240 million annual active customers. Alibaba also invested in Ele.me to improve its delivery network. Another big investment activity was in Lazada in Southeast Asia. Lazada is competing against Sea Limited and Alibaba has set a target to hit $100 billion gross merchandise value within this business.Alibaba FilingsFigure 1: Decline in core commerce EBITA is driving the overall margins lower.The margin decline in commerce segment was quite high. The overall EBITA margin in the year-ago quarter was 28% which declined to 18% in the last quarter.Tencent's WithdrawalTencent has seen significant regulatory headwinds in recent quarters. It is Alibaba’s main rival which has invested in a number of companies that directly compete with Alibaba. Tencent is now trying to divest its stake in these companies to prevent antitrust action by regulators.It has already announced a reduction in stake in JD from 17% to 2.3%. There could also be a reduction in strategic partnership where JD uses Tencent’s platform to improve its service. Tencent might also divest from PDD, Meituan and other startups. At the same time, Tencent is increasing investment outside China. This will reduce the competitive pressure on Alibaba in several business segments.Financial TimesFigure 2: Lower investment by Tencent in China.Importance Of Cloud BusinessAlibaba Cloud is already showing annualized revenue rate of $12 billion.Company FilingsFigure 3: Improvement in cloud business compared to year ago quarter.In the nine months ending December 31, 2020 Alibaba reported EBITA of negative RMB 1.9 billion. In the latest nine-month period this has changed to positive RMB 0.87 billion. The margin swing in this period was from negative 4% to positive 2 %. Many cloud providers have struggled with lower margins in the initial stages. After reaching a higher revenue base, they are able to leverage the economies of scale to deliver better margins.We have already seen this in Google's ((GOOG)(GOOGL)) cloud business. Google was able to deliver a 16 percentage point improvement in margin on a YoY basis in the previous quarter. Alibaba should also be able to show improvement in cloud margins as the revenue base increases and we see better economies of scale.Another factor working in favor of Alibaba Cloud is the rapid international growth shown by the company. Recently, Alibaba opened its third data center in Germany and it now directly competes with Amazon (AMZN), Microsoft (MSFT), Google, and other cloud providers in the lucrative European region. It should be noted that Alibaba Cloud has many features which are similar to Amazon's AWS because both of these cloud operations started with their e-commerce business. This makes it easier for clients to use Alibaba Cloud instead of AWS in case they get better discounts.Many clients are focusing on using the services of multiple cloud providers instead of a single cloud company. This should help Alibaba Cloud gain market share as clients try to diversify their cloud providers.Amazon FilingFigure 4: Amazon's AWS has shown operating margin of close to 30% in the last few quarters.Amazon’s AWS regularly shows operating margin of 30%. There is a massive margin gap between Alibaba Cloud and AWS. Alibaba Cloud has already shown an improvement of six percentage points in margins in the first three-quarters of this fiscal. Further improvement is likely as Alibaba ramps up its international investment in cloud business.Hence, we should see a lot of margin improvement in Alibaba Cloud due to better economies of scale, international expansion, and usage of multiple cloud providers by clients, and thereby see a reduction in margin gap with AWS.Are Margins Important?If Alibaba can show rapid growth in international regions, the margins might take a back seat for Wall Street in evaluating the stock. The company is trying to replicate the business model it has created within China in other locations. It tries to gain a good share of the ecommerce market in a new region and then launches other services like payment, cloud, delivery, subscriptions, etc. within these locations. Alibaba has already proven itself in Southeast Asia. It owns Lazada which is a major player in the ecommerce market of Southeast Asia.Lazada had $21 billion gross merchandise value according to recent estimates compared with Sea Limited which had $35 billion GMV. Sea Limited is trading at close to $50 billion market cap. Hence, Lazada could also have a massive standalone valuation. Alibaba also owns a big stake in Trendyol which is the leading e-commerce company in Turkey with a valuation of over $16 billion.By end of this decade, Alibaba’s international business could be worth more than its Chinese business. During the expansion phase in international regions, the margins will suffer as the company tries to invest in warehousing, logistics and attracts new customers through discounts. Wall Street might overlook margins in this period if Alibaba’s management can deliver high enough growth in international markets. The recent YoY growth in Lazada was 82% which shows that heavy investment can bring a strong growth from a high revenue base.Impact On StockAlibaba is trading at a modest valuation multiple even if we price in the regulatory challenges faced by the company. The company has a number of growth drivers that it can use to deliver better numbers in the future. The core business is still very strong and it has been able to retain its market share despite the growth of innovative disruptors like PDD.YchartsFigure 5: Alibaba's forward PE ratio is considerably lower than that of JD and PDD.The revenue growth is still strong in a number of important businesses like cloud, international commerce, Ele.me and others. The forward P/E ratio of Alibaba is close to single digit which does not reflect the core strengths. We could still see some margin headwinds due to pandemic restrictions in the near term. However, in the medium to long term, the revenue growth and margin potential of the company are promising.Investors should look past the short-term margin fluctuation and gauge the long-term growth of important segments like cloud, international commerce, subscriptions, and competition with Tencent.Investor TakeawayAlibaba has seen a dip in margins as the company invests in its strategic initiatives. We should see lower competitive pressure on Alibaba in the medium term as Tencent reduces its stake and partnership in JD, PDD, Meituan and others. Tencent is also directing more investment in international regions which should be favorable for Alibaba in China. Alibaba’s cloud business will be the main margin driver in the next few quarters.Alibaba’s international growth will also put less attention on the margins. If Alibaba can rapidly expand in Southeast Asia and Europe across services like ecommerce, cloud, payments, delivery, and others, then it can improve the long-term growth runway for the company.","news_type":1,"symbols_score_info":{"BABA":1,"09988":0.9}},"isVote":1,"tweetType":1,"viewCount":2016,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9023669326,"gmtCreate":1652916517565,"gmtModify":1676535186615,"author":{"id":"3575427961987459","authorId":"3575427961987459","name":"FinFree","avatar":"https://static.tigerbbs.com/c9b0cb07fc0f99b802cfb85b3a20b578","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575427961987459","idStr":"3575427961987459"},"themes":[],"htmlText":"Done","listText":"Done","text":"Done","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9023669326","repostId":"2236718440","repostType":4,"repost":{"id":"2236718440","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":1652914963,"share":"https://ttm.financial/m/news/2236718440?lang=&edition=fundamental","pubTime":"2022-05-19 07:02","market":"us","language":"en","title":"US STOCKS-Wall Street Ends Sharply Lower as Target and Growth Stocks Sink","url":"https://stock-news.laohu8.com/highlight/detail?id=2236718440","media":"Reuters","summary":"* Target Corp loses quarter of value as profit slumps* Megacap growth stocks drag down S&P 500, Nasdaq* Indexes end: S&P 500 -4.04%, Nasdaq -4.73%, Dow -3.57%Wall Street ended sharply lower on Wednesd","content":"<html><head></head><body><p>* Target Corp loses quarter of value as profit slumps</p><p>* Megacap growth stocks drag down S&P 500, Nasdaq</p><p>* Indexes end: S&P 500 -4.04%, Nasdaq -4.73%, Dow -3.57%</p><p>Wall Street ended sharply lower on Wednesday, with Target losing around a quarter of its stock market value and highlighting worries about the U.S. economy after the retailer became the latest victim of surging prices.</p><p>It was the worst <a href=\"https://laohu8.com/S/AONE.U\">one</a>-day loss for the S&P 500 and Dow Jones Industrial Average since June 2020.</p><p>Target Corp's first-quarter profit fell by half and the company warned of a bigger margin hit on rising fuel and freight costs. Its shares fell about 25%, losing about $25 billion in market capitalization, in their worst session since the Black Monday crash on Oct. 19, 1987.</p><p>The retailer's results come a day after rival Walmart Inc trimmed its profit forecast. The SPDR S&P Retail ETF dropped 8.3%.</p><p>"We think the developing impact on retail spending as inflation outpaces wages for even longer than people might have expected is a principal factor in causing the market sell-off today," said Paul Christopher, head of global market strategy at Wells Fargo Investment Institute. "Retailers are starting to reveal the impact of eroding consumer purchasing power."</p><p>Interest-rate sensitive megacap growth stocks added to recent declines and pulled the S&P 500 and Nasdaq lower. Amazon, Nvidia and Tesla Inc dropped close to 7%, while Apple fell 5.6%.</p><p>"The cons outweigh the pros for growth stocks at this particular moment, and the market is trying to decide how bad it's going to get," said Liz Young, head of investment strategy at SoFi. "The market is fearful of the next six months. We may find out that it doesn't need to be as fearful as this, and markets do tend to overreact on the downside."</p><p>All of the 11 S&P 500 sector indexes declined, with consumer discretionary and consumer staples leading the way lower, both down more than 6%.</p><p>Rising inflation, the conflict in Ukraine, prolonged supply chain snarls, pandemic-related lockdowns in China and monetary policy tightening by central banks have weighed on financial markets recently, stoking concerns about a global economic slowdown.</p><p>Wells Fargo Investment Institute on Wednesday said it expects a mild U.S. recession at the end of 2022 and early 2023.</p><p>Federal Reserve Chair Jerome Powell vowed on Tuesday that the U.S central bank will raise rates as high as needed to kill a surge in inflation that he said threatened the foundation of the economy.</p><p>Traders are pricing in 50-basis point interest rate hikes by the Fed in June and July.</p><p>Unofficially, the S&P 500 declined 4.04% to end the session at 3,923.68 points.</p><p>The Nasdaq declined 4.73% to 11,418.15 points, while Dow Jones Industrial Average declined 3.57% to 31,490.07 points.</p><p>The S&P 500 is down about 18% so far in 2022 and the Nasdaq has fallen about 27%, hit by tumbling growth stocks. Almost two-thirds of S&P 500 stocks are down 20% or more from their 52-week highs, according to Refinitiv data.</p><p>Wall Street's recent sell-off has left the S&P 500 trading at around 17 times expected earnings, its lowest PE valuation since the 2020 sell-off caused by the coronavirus pandemic, according to Refinitiv data.</p><p>The CBOE volatility index, also known as Wall Street's fear gauge, rose to 31 points after falling for six straight sessions.</p><p>Volume on U.S. exchanges was 12.5 billion shares, compared with a 13.4 billion average over the last 20 trading days.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 5.09-to-1 ratio; on Nasdaq, a 3.52-to-1 ratio favored decliners.</p><p>The S&P 500 posted one new 52-week high and 37 new lows; the Nasdaq Composite recorded 25 new highs and 242 new lows.</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 Street Ends Sharply Lower as Target and Growth Stocks Sink</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 Street Ends Sharply Lower as Target and Growth Stocks Sink\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\">2022-05-19 07:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* Target Corp loses quarter of value as profit slumps</p><p>* Megacap growth stocks drag down S&P 500, Nasdaq</p><p>* Indexes end: S&P 500 -4.04%, Nasdaq -4.73%, Dow -3.57%</p><p>Wall Street ended sharply lower on Wednesday, with Target losing around a quarter of its stock market value and highlighting worries about the U.S. economy after the retailer became the latest victim of surging prices.</p><p>It was the worst <a href=\"https://laohu8.com/S/AONE.U\">one</a>-day loss for the S&P 500 and Dow Jones Industrial Average since June 2020.</p><p>Target Corp's first-quarter profit fell by half and the company warned of a bigger margin hit on rising fuel and freight costs. Its shares fell about 25%, losing about $25 billion in market capitalization, in their worst session since the Black Monday crash on Oct. 19, 1987.</p><p>The retailer's results come a day after rival Walmart Inc trimmed its profit forecast. The SPDR S&P Retail ETF dropped 8.3%.</p><p>"We think the developing impact on retail spending as inflation outpaces wages for even longer than people might have expected is a principal factor in causing the market sell-off today," said Paul Christopher, head of global market strategy at Wells Fargo Investment Institute. "Retailers are starting to reveal the impact of eroding consumer purchasing power."</p><p>Interest-rate sensitive megacap growth stocks added to recent declines and pulled the S&P 500 and Nasdaq lower. Amazon, Nvidia and Tesla Inc dropped close to 7%, while Apple fell 5.6%.</p><p>"The cons outweigh the pros for growth stocks at this particular moment, and the market is trying to decide how bad it's going to get," said Liz Young, head of investment strategy at SoFi. "The market is fearful of the next six months. We may find out that it doesn't need to be as fearful as this, and markets do tend to overreact on the downside."</p><p>All of the 11 S&P 500 sector indexes declined, with consumer discretionary and consumer staples leading the way lower, both down more than 6%.</p><p>Rising inflation, the conflict in Ukraine, prolonged supply chain snarls, pandemic-related lockdowns in China and monetary policy tightening by central banks have weighed on financial markets recently, stoking concerns about a global economic slowdown.</p><p>Wells Fargo Investment Institute on Wednesday said it expects a mild U.S. recession at the end of 2022 and early 2023.</p><p>Federal Reserve Chair Jerome Powell vowed on Tuesday that the U.S central bank will raise rates as high as needed to kill a surge in inflation that he said threatened the foundation of the economy.</p><p>Traders are pricing in 50-basis point interest rate hikes by the Fed in June and July.</p><p>Unofficially, the S&P 500 declined 4.04% to end the session at 3,923.68 points.</p><p>The Nasdaq declined 4.73% to 11,418.15 points, while Dow Jones Industrial Average declined 3.57% to 31,490.07 points.</p><p>The S&P 500 is down about 18% so far in 2022 and the Nasdaq has fallen about 27%, hit by tumbling growth stocks. Almost two-thirds of S&P 500 stocks are down 20% or more from their 52-week highs, according to Refinitiv data.</p><p>Wall Street's recent sell-off has left the S&P 500 trading at around 17 times expected earnings, its lowest PE valuation since the 2020 sell-off caused by the coronavirus pandemic, according to Refinitiv data.</p><p>The CBOE volatility index, also known as Wall Street's fear gauge, rose to 31 points after falling for six straight sessions.</p><p>Volume on U.S. exchanges was 12.5 billion shares, compared with a 13.4 billion average over the last 20 trading days.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 5.09-to-1 ratio; on Nasdaq, a 3.52-to-1 ratio favored decliners.</p><p>The S&P 500 posted one new 52-week high and 37 new lows; the Nasdaq Composite recorded 25 new highs and 242 new lows.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4533":"AQR资本管理(全球第二大对冲基金)",".DJI":"道琼斯","BK4114":"综合货品商店",".IXIC":"NASDAQ Composite","TGT":"塔吉特","BK4532":"文艺复兴科技持仓","BK4504":"桥水持仓",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2236718440","content_text":"* Target Corp loses quarter of value as profit slumps* Megacap growth stocks drag down S&P 500, Nasdaq* Indexes end: S&P 500 -4.04%, Nasdaq -4.73%, Dow -3.57%Wall Street ended sharply lower on Wednesday, with Target losing around a quarter of its stock market value and highlighting worries about the U.S. economy after the retailer became the latest victim of surging prices.It was the worst one-day loss for the S&P 500 and Dow Jones Industrial Average since June 2020.Target Corp's first-quarter profit fell by half and the company warned of a bigger margin hit on rising fuel and freight costs. Its shares fell about 25%, losing about $25 billion in market capitalization, in their worst session since the Black Monday crash on Oct. 19, 1987.The retailer's results come a day after rival Walmart Inc trimmed its profit forecast. The SPDR S&P Retail ETF dropped 8.3%.\"We think the developing impact on retail spending as inflation outpaces wages for even longer than people might have expected is a principal factor in causing the market sell-off today,\" said Paul Christopher, head of global market strategy at Wells Fargo Investment Institute. \"Retailers are starting to reveal the impact of eroding consumer purchasing power.\"Interest-rate sensitive megacap growth stocks added to recent declines and pulled the S&P 500 and Nasdaq lower. Amazon, Nvidia and Tesla Inc dropped close to 7%, while Apple fell 5.6%.\"The cons outweigh the pros for growth stocks at this particular moment, and the market is trying to decide how bad it's going to get,\" said Liz Young, head of investment strategy at SoFi. \"The market is fearful of the next six months. We may find out that it doesn't need to be as fearful as this, and markets do tend to overreact on the downside.\"All of the 11 S&P 500 sector indexes declined, with consumer discretionary and consumer staples leading the way lower, both down more than 6%.Rising inflation, the conflict in Ukraine, prolonged supply chain snarls, pandemic-related lockdowns in China and monetary policy tightening by central banks have weighed on financial markets recently, stoking concerns about a global economic slowdown.Wells Fargo Investment Institute on Wednesday said it expects a mild U.S. recession at the end of 2022 and early 2023.Federal Reserve Chair Jerome Powell vowed on Tuesday that the U.S central bank will raise rates as high as needed to kill a surge in inflation that he said threatened the foundation of the economy.Traders are pricing in 50-basis point interest rate hikes by the Fed in June and July.Unofficially, the S&P 500 declined 4.04% to end the session at 3,923.68 points.The Nasdaq declined 4.73% to 11,418.15 points, while Dow Jones Industrial Average declined 3.57% to 31,490.07 points.The S&P 500 is down about 18% so far in 2022 and the Nasdaq has fallen about 27%, hit by tumbling growth stocks. Almost two-thirds of S&P 500 stocks are down 20% or more from their 52-week highs, according to Refinitiv data.Wall Street's recent sell-off has left the S&P 500 trading at around 17 times expected earnings, its lowest PE valuation since the 2020 sell-off caused by the coronavirus pandemic, according to Refinitiv data.The CBOE volatility index, also known as Wall Street's fear gauge, rose to 31 points after falling for six straight sessions.Volume on U.S. exchanges was 12.5 billion shares, compared with a 13.4 billion average over the last 20 trading days.Declining issues outnumbered advancing ones on the NYSE by a 5.09-to-1 ratio; on Nasdaq, a 3.52-to-1 ratio favored decliners.The S&P 500 posted one new 52-week high and 37 new lows; the Nasdaq Composite recorded 25 new highs and 242 new lows.","news_type":1,"symbols_score_info":{"TGT":1,".SPX":0.9,".DJI":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":2202,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9029384110,"gmtCreate":1652741512430,"gmtModify":1676535149915,"author":{"id":"3575427961987459","authorId":"3575427961987459","name":"FinFree","avatar":"https://static.tigerbbs.com/c9b0cb07fc0f99b802cfb85b3a20b578","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575427961987459","idStr":"3575427961987459"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9029384110","repostId":"2235798704","repostType":4,"repost":{"id":"2235798704","kind":"news","pubTimestamp":1652714308,"share":"https://ttm.financial/m/news/2235798704?lang=&edition=fundamental","pubTime":"2022-05-16 23:18","market":"us","language":"en","title":"Apple: One Big Time Sale","url":"https://stock-news.laohu8.com/highlight/detail?id=2235798704","media":"Seeking Alpha","summary":"Investment ThesisApple (NASDAQ:AAPL) designs, manufactures, and distributes smartphones, personal co","content":"<html><head></head><body><h2>Investment Thesis</h2><p>Apple (NASDAQ:AAPL) designs, manufactures, and distributes smartphones, personal computers, wearables, and related services. Apple has been <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the most valuable companies in the world for a while and has leadership positions in numerous fields. Its massive installed device base (1.8B active devices) is pushing Apple's service revenue upwards at a rapid pace, and the overall company's profit margin is also improving. Furthermore, Apple is moving to become self-sufficient to reduce costs and mitigate supply chain disruptions, and the effort has been paying off. I expect Apple to continue its success well into the future, and the current volatility in the tech sector is presenting a huge opportunity to grab Apple shares at a discount because:</p><ul><li>Apple's high margin businesses (Mac and Service segments) are growing at a rapid pace, contributing to great revenue growth and margin expansion.</li><li>Revenue growth trajectory remains solid with an increasing subscription base and new product releases (iPad Air, iPhone SE, and etc.).</li><li>The market volatility and tech sector sell-off dragged Apple's stock down, and it is now being sold under its pre-pandemic level. This presents a great opportunity.</li></ul><h3>Growing in Right Segments</h3><p>Since I wrote my last article, Apple reported quarterly earnings in late April, and the results continue to demonstrate that Apple is focusing on the correct segments for growth and profitability. Overall revenue grew 9% YoY to $97.3 B, and they generated a whopping $28 B operating cash flow. Particularly, their Mac segment and services segment led the charge.</p><p>Apple has been working on becoming self-sufficient and manufacturing key product components internally. A couple of years ago Apple took the noteworthy action of severing ties with Intel and making their own computer chips. The effort has been paying a great dividend. The Apple M1 (their own chip) has been performing very well against Intel and other chips on the market, and Mac sales have been very strong. Additionally, producing their own chips boosted the profit margins on Mac products.</p><p>Strong performance by Apple Services segment (advertising, AppleCare, Cloud, Digital Content, Payment) is also welcome news for investors. The services segment is a 2x higher gross margin business (72.6%) than the products segment (36.4%), and it has higher growth potential from cloud and digital content. Assisted by its massive installed device base (1.8 B active devices), AppleCare has great potential for increasing revenue as well. Overall, the strong performance from Mac and Services shows that there are good days ahead.</p><p><img src=\"https://static.tigerbbs.com/141d5a91e5df23365dae251e9bab5e0b\" tg-width=\"640\" tg-height=\"187\" referrerpolicy=\"no-referrer\"/></p><p>Performance by Segments (SEC Filings)</p><p><img src=\"https://static.tigerbbs.com/121762b45f7dec13cf921113a187da10\" tg-width=\"640\" tg-height=\"184\" referrerpolicy=\"no-referrer\"/></p><p>Gross Margins of Apple by Segments (SEC Filings)</p><h4>Strong Revenue Growth Trajectory</h4><p>Apple has been growing at a solid pace (10% per year, 5-year average) in the past several years, and the revenue growth is accelerating. This acceleration is due to multiple factors. The first one is the continuing strong performance from new products, and there is no sign that this trend is going to end. During the last quarter, Apple released iPhone SE with 5 G technology, iPad Air with M1 chip, all-new Mac Studio, and all-new Apple Studio Display.</p><p>As mentioned before, Apple currently has 1.8 B active device bases, and the number is expected to grow with the release of new products. The active base has been growing at about 100-150 million per year (1.4 B, 1.5 B, 1.65 B, and 1.8 B in 2019, 2020, 2021, and 2022, respectively). Also, this larger installed base will translate into greater revenue growth from AppleCare, advertising, and cloud services. Currently, Apple has about 785 M subscribers to these services.</p><p><img src=\"https://static.tigerbbs.com/ac35dc5d8146da0ab3d88270dbc0b6db\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><h4>Favorable Valuation Thanks to Volatility</h4><p>Ongoing volatility caused by supply chain disruption, inflation, war, and Federal Reserve's changing policies dragged the whole tech sector severely down. Nasdaq index is down from 16,000 in November 2021 to below 12,000. This volatility dragged great companies like Apple along, and now Apple stock is trading below its pre-pandemic level (current P/E ratio of 23.8x vs. pre-pandemic P/E around 25.5x). This presents a great opportunity for investors to grab Apple shares at a bargain.</p><p><img src=\"https://static.tigerbbs.com/60f28dab37b8c21b885a326a9994c721\" tg-width=\"640\" tg-height=\"386\" referrerpolicy=\"no-referrer\"/></p><p>Nasdaq Index (CNBC)</p><h2>Intrinsic Value Estimation</h2><p>I used DCF model to estimate the intrinsic value of Apple. For the estimation, I utilized current EBITDA ($130 B) as a proxy for cash flow and WACC of 9.0% as the discount rate. For the base case, I assumed EBITDA growth of 20% (Sector median) for the next 5 years and zero growth afterwards (zero terminal growth). For the bullish and very bullish case, I assumed EBITDA growth of 22% and 24%, respectively, for the next 5 years and zero growth afterwards.</p><p>The estimation revealed that the current stock price presents 20-30% upside. Given their technological superiority, organic/inorganic growth, and market dominance, I expect them to achieve this upside with ease.</p><table><tbody><tr><td></td><td><p>Price Target</p></td><td><p>Upside</p></td></tr><tr><td><p>Base Case</p></td><td><p>$170.23</p></td><td><p>16%</p></td></tr><tr><td><p>Bullish Case</p></td><td><p>$182.92</p></td><td><p>24%</p></td></tr><tr><td><p>Very Bullish Case</p></td><td><p>$196.41</p></td><td><p>34%</p></td></tr></tbody></table><p>The assumptions and data used for the price target estimation are summarized below:</p><ul><li>WACC: 9.0%</li><li>EBITDA Growth Rate: 20% (Base Case), 22% (Bullish Case), 24% (Very Bullish Case)</li><li>Current EBITDA: $130 B</li><li>Current Stock Price: $147.11 (05/14/2022)</li><li>Tax rate: 20%</li></ul><h2>Cappuccino Stock Rating</h2><p>The details of the metric is explained in this article.</p><table><colgroup></colgroup><tbody><tr><td></td><td>Weighting</td><td>AAPL</td></tr><tr><td>Economic Moat Strength</td><td>30%</td><td>5</td></tr><tr><td>Financial Strength</td><td>30%</td><td>4</td></tr><tr><td>Growth Rate vs. Sector</td><td>15%</td><td>3</td></tr><tr><td>Margin of Safety</td><td>15%</td><td>5</td></tr><tr><td>Sector Outlook</td><td>10%</td><td>4</td></tr><tr><td><b>Overall</b></td><td></td><td><b>4.3</b></td></tr></tbody></table><h4><b>Economic Moat Strength - 5/5</b></h4><p>Apple gets 5 out of 5. Apple is a clear leader with exceptional competitive edge. Their competitive edge stems from technological superiority, switching costs, and network effects.</p><h4><b>Financial Strength - 4/5</b></h4><p>Apple has $51.5 B in cash and a high covered ratio (45.13x), but their liquidity (current ratio at 0.93x and quick ratio of 0.76x) is in line with the sector.</p><h4><b>Growth Rate - 3/5</b></h4><p>Apple is growing at a pace consistent with their overall industry. Apple’s most recent annual revenue growth was 18.63% (vs. sector median of 19.98%). Given their leadership position and strong revenue, these revenue growth numbers are great. However, compared to hyper growth companies in the start-up or ramping-up phase with 50-60% growth rates, it’s hard to give out 4 or 5 stars.</p><h4><b>Margin of Safety - 5/5</b></h4><p>Apple is trading ~25% under intrinsic value at this point. The ongoing market volatility and tech sector struggles are providing a great opportunity to grab Apple’s shares under intrinsic value. Their P/E ratio is below pre-pandemic level, which just doesn't make sense.</p><h4><b>Sector Outlook - 4/5</b></h4><p>The tech sector will keep on growing at a rapid pace with new technology and markets, but the smartphone and laptop segments won’t be the fastest growing segment in tech. There will be adequate, but not exceptional, growth.</p><h2>Risk</h2><p>Apple's main segment is still the iPhone, and competition within the smartphone market is only increasing and getting complex. Also, consumer preference is diversifying in terms of preferred features (camera quality, computing/memory performance, weight/size, etc.). The iPhone family still commands a leadership position based on technological superiority, switching cost, and brand image, so I don't expect Apple to struggle. However, I wouldn't expect large growth from the iPhone segment in the future.</p><p><img src=\"https://static.tigerbbs.com/5030495bf9b76a7a51f6dd535431666c\" tg-width=\"640\" tg-height=\"370\" referrerpolicy=\"no-referrer\"/></p><p>Global Smartphone Market Share (Counterpoint)</p><p>As mentioned before, Apple has been moving towards self-sufficiency by manufacturing their own parts. So far, the effort has impacted the business in a positive way by improving margins and mitigating supply chain disruption. However, relying on their own parts can result in isolation, lower technological development, and less market penetration. One example is the Japanese cellphone makers (Panasonic, Sharp, or NEC). They were way ahead in terms of innovation, but they failed to achieve global success. This is an extreme case, and I don't expect this will be the problem for Apple. However, investors should monitor whether Apple is maintaining its cutting-edge technology as they transition towards being more self-sufficient.</p><h2>Conclusion</h2><p>Apple has been an outstanding investment for a couple of decades at this point. Their technological superiority, brand image, and switching cost provide a great economic moat, and new products and services will keep their growth engine running. Based on their strong financials and market leading position, I expect Apple to excel in the foreseeable future. I expect 20-30% upside.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple: One Big Time Sale</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple: One Big Time Sale\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-16 23:18 GMT+8 <a href=https://seekingalpha.com/article/4511930-apple-one-big-time-sale><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investment ThesisApple (NASDAQ:AAPL) designs, manufactures, and distributes smartphones, personal computers, wearables, and related services. Apple has been one of the most valuable companies in the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4511930-apple-one-big-time-sale\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4511930-apple-one-big-time-sale","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2235798704","content_text":"Investment ThesisApple (NASDAQ:AAPL) designs, manufactures, and distributes smartphones, personal computers, wearables, and related services. Apple has been one of the most valuable companies in the world for a while and has leadership positions in numerous fields. Its massive installed device base (1.8B active devices) is pushing Apple's service revenue upwards at a rapid pace, and the overall company's profit margin is also improving. Furthermore, Apple is moving to become self-sufficient to reduce costs and mitigate supply chain disruptions, and the effort has been paying off. I expect Apple to continue its success well into the future, and the current volatility in the tech sector is presenting a huge opportunity to grab Apple shares at a discount because:Apple's high margin businesses (Mac and Service segments) are growing at a rapid pace, contributing to great revenue growth and margin expansion.Revenue growth trajectory remains solid with an increasing subscription base and new product releases (iPad Air, iPhone SE, and etc.).The market volatility and tech sector sell-off dragged Apple's stock down, and it is now being sold under its pre-pandemic level. This presents a great opportunity.Growing in Right SegmentsSince I wrote my last article, Apple reported quarterly earnings in late April, and the results continue to demonstrate that Apple is focusing on the correct segments for growth and profitability. Overall revenue grew 9% YoY to $97.3 B, and they generated a whopping $28 B operating cash flow. Particularly, their Mac segment and services segment led the charge.Apple has been working on becoming self-sufficient and manufacturing key product components internally. A couple of years ago Apple took the noteworthy action of severing ties with Intel and making their own computer chips. The effort has been paying a great dividend. The Apple M1 (their own chip) has been performing very well against Intel and other chips on the market, and Mac sales have been very strong. Additionally, producing their own chips boosted the profit margins on Mac products.Strong performance by Apple Services segment (advertising, AppleCare, Cloud, Digital Content, Payment) is also welcome news for investors. The services segment is a 2x higher gross margin business (72.6%) than the products segment (36.4%), and it has higher growth potential from cloud and digital content. Assisted by its massive installed device base (1.8 B active devices), AppleCare has great potential for increasing revenue as well. Overall, the strong performance from Mac and Services shows that there are good days ahead.Performance by Segments (SEC Filings)Gross Margins of Apple by Segments (SEC Filings)Strong Revenue Growth TrajectoryApple has been growing at a solid pace (10% per year, 5-year average) in the past several years, and the revenue growth is accelerating. This acceleration is due to multiple factors. The first one is the continuing strong performance from new products, and there is no sign that this trend is going to end. During the last quarter, Apple released iPhone SE with 5 G technology, iPad Air with M1 chip, all-new Mac Studio, and all-new Apple Studio Display.As mentioned before, Apple currently has 1.8 B active device bases, and the number is expected to grow with the release of new products. The active base has been growing at about 100-150 million per year (1.4 B, 1.5 B, 1.65 B, and 1.8 B in 2019, 2020, 2021, and 2022, respectively). Also, this larger installed base will translate into greater revenue growth from AppleCare, advertising, and cloud services. Currently, Apple has about 785 M subscribers to these services.Data by YChartsFavorable Valuation Thanks to VolatilityOngoing volatility caused by supply chain disruption, inflation, war, and Federal Reserve's changing policies dragged the whole tech sector severely down. Nasdaq index is down from 16,000 in November 2021 to below 12,000. This volatility dragged great companies like Apple along, and now Apple stock is trading below its pre-pandemic level (current P/E ratio of 23.8x vs. pre-pandemic P/E around 25.5x). This presents a great opportunity for investors to grab Apple shares at a bargain.Nasdaq Index (CNBC)Intrinsic Value EstimationI used DCF model to estimate the intrinsic value of Apple. For the estimation, I utilized current EBITDA ($130 B) as a proxy for cash flow and WACC of 9.0% as the discount rate. For the base case, I assumed EBITDA growth of 20% (Sector median) for the next 5 years and zero growth afterwards (zero terminal growth). For the bullish and very bullish case, I assumed EBITDA growth of 22% and 24%, respectively, for the next 5 years and zero growth afterwards.The estimation revealed that the current stock price presents 20-30% upside. Given their technological superiority, organic/inorganic growth, and market dominance, I expect them to achieve this upside with ease.Price TargetUpsideBase Case$170.2316%Bullish Case$182.9224%Very Bullish Case$196.4134%The assumptions and data used for the price target estimation are summarized below:WACC: 9.0%EBITDA Growth Rate: 20% (Base Case), 22% (Bullish Case), 24% (Very Bullish Case)Current EBITDA: $130 BCurrent Stock Price: $147.11 (05/14/2022)Tax rate: 20%Cappuccino Stock RatingThe details of the metric is explained in this article.WeightingAAPLEconomic Moat Strength30%5Financial Strength30%4Growth Rate vs. Sector15%3Margin of Safety15%5Sector Outlook10%4Overall4.3Economic Moat Strength - 5/5Apple gets 5 out of 5. Apple is a clear leader with exceptional competitive edge. Their competitive edge stems from technological superiority, switching costs, and network effects.Financial Strength - 4/5Apple has $51.5 B in cash and a high covered ratio (45.13x), but their liquidity (current ratio at 0.93x and quick ratio of 0.76x) is in line with the sector.Growth Rate - 3/5Apple is growing at a pace consistent with their overall industry. Apple’s most recent annual revenue growth was 18.63% (vs. sector median of 19.98%). Given their leadership position and strong revenue, these revenue growth numbers are great. However, compared to hyper growth companies in the start-up or ramping-up phase with 50-60% growth rates, it’s hard to give out 4 or 5 stars.Margin of Safety - 5/5Apple is trading ~25% under intrinsic value at this point. The ongoing market volatility and tech sector struggles are providing a great opportunity to grab Apple’s shares under intrinsic value. Their P/E ratio is below pre-pandemic level, which just doesn't make sense.Sector Outlook - 4/5The tech sector will keep on growing at a rapid pace with new technology and markets, but the smartphone and laptop segments won’t be the fastest growing segment in tech. There will be adequate, but not exceptional, growth.RiskApple's main segment is still the iPhone, and competition within the smartphone market is only increasing and getting complex. Also, consumer preference is diversifying in terms of preferred features (camera quality, computing/memory performance, weight/size, etc.). The iPhone family still commands a leadership position based on technological superiority, switching cost, and brand image, so I don't expect Apple to struggle. However, I wouldn't expect large growth from the iPhone segment in the future.Global Smartphone Market Share (Counterpoint)As mentioned before, Apple has been moving towards self-sufficiency by manufacturing their own parts. So far, the effort has impacted the business in a positive way by improving margins and mitigating supply chain disruption. However, relying on their own parts can result in isolation, lower technological development, and less market penetration. One example is the Japanese cellphone makers (Panasonic, Sharp, or NEC). They were way ahead in terms of innovation, but they failed to achieve global success. This is an extreme case, and I don't expect this will be the problem for Apple. However, investors should monitor whether Apple is maintaining its cutting-edge technology as they transition towards being more self-sufficient.ConclusionApple has been an outstanding investment for a couple of decades at this point. Their technological superiority, brand image, and switching cost provide a great economic moat, and new products and services will keep their growth engine running. Based on their strong financials and market leading position, I expect Apple to excel in the foreseeable future. I expect 20-30% upside.","news_type":1,"symbols_score_info":{"AAPL":1}},"isVote":1,"tweetType":1,"viewCount":1703,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9029046388,"gmtCreate":1652708314544,"gmtModify":1676535145651,"author":{"id":"3575427961987459","authorId":"3575427961987459","name":"FinFree","avatar":"https://static.tigerbbs.com/c9b0cb07fc0f99b802cfb85b3a20b578","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575427961987459","idStr":"3575427961987459"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9029046388","repostId":"1128913632","repostType":4,"repost":{"id":"1128913632","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":1652708005,"share":"https://ttm.financial/m/news/1128913632?lang=&edition=fundamental","pubTime":"2022-05-16 21:33","market":"us","language":"en","title":"S&P 500 Falls on Monday As It Struggles to Rebound From a 6-Week Slide","url":"https://stock-news.laohu8.com/highlight/detail?id=1128913632","media":"Tiger Newspress","summary":"S&P 500 fell on Monday as the market attempts to rebound from a relentless sell-off that’s punished ","content":"<html><head></head><body><p>S&P 500 fell on Monday as the market attempts to rebound from a relentless sell-off that’s punished tech stocks and pushed the broader index to the brink of a bear market.</p><p>Futures tied to the Dow Jones Industrial Average were 38 points lower. S&P 500 futures dipped 0.3% after the benchmark nearly fell into a bear market last week before a Friday rebound. Nasdaq-100 futures slipped 0.3%.</p><p>After a long spate of selling, markets rebounded on Friday, with the Dow rising 466.36 points and the S&P 500 climbing 2.39%. The Nasdaq Composite jumped 3.82% and posted its strongest one-day gain since November 2020.</p><p>But major averages still posted steep losses for the week and are undergoing an intense sell-off as the Federal Reserve attempts to tamp down inflation with aggressive rate hikes. The Dow’s 7-week losing streak is its worst since 2001. The S&P 500 just posted its first 6-week losing streak since June 2011.</p><p>Some analysts believe those declines may soon point to an attractive entry point for the broader market index, based on a long-term perspective.</p><p>“The S&P 500 is quickly approaching a level that, historically, has indicated that future growth concerns are priced in,” Citi analyst Scott Chronert wrote in a note.</p><p>The S&P 500 sits 16% off its record high, while the Nasdaq Composite is down more than 27% as investors hit growth stocks trading with lofty valuations the hardest as interest rates spiked.</p><p>Those names rebounded on Friday and some looked set for some more gains in Monday’s session. Amazon and Tesla were both in the green in premarket trading. Apple, which fell into a bear market at one point last week, was also indicated higher.</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>S&P 500 Falls on Monday As It Struggles to Rebound From a 6-Week Slide</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\">\nS&P 500 Falls on Monday As It Struggles to Rebound From a 6-Week Slide\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-05-16 21:33</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>S&P 500 fell on Monday as the market attempts to rebound from a relentless sell-off that’s punished tech stocks and pushed the broader index to the brink of a bear market.</p><p>Futures tied to the Dow Jones Industrial Average were 38 points lower. S&P 500 futures dipped 0.3% after the benchmark nearly fell into a bear market last week before a Friday rebound. Nasdaq-100 futures slipped 0.3%.</p><p>After a long spate of selling, markets rebounded on Friday, with the Dow rising 466.36 points and the S&P 500 climbing 2.39%. The Nasdaq Composite jumped 3.82% and posted its strongest one-day gain since November 2020.</p><p>But major averages still posted steep losses for the week and are undergoing an intense sell-off as the Federal Reserve attempts to tamp down inflation with aggressive rate hikes. The Dow’s 7-week losing streak is its worst since 2001. The S&P 500 just posted its first 6-week losing streak since June 2011.</p><p>Some analysts believe those declines may soon point to an attractive entry point for the broader market index, based on a long-term perspective.</p><p>“The S&P 500 is quickly approaching a level that, historically, has indicated that future growth concerns are priced in,” Citi analyst Scott Chronert wrote in a note.</p><p>The S&P 500 sits 16% off its record high, while the Nasdaq Composite is down more than 27% as investors hit growth stocks trading with lofty valuations the hardest as interest rates spiked.</p><p>Those names rebounded on Friday and some looked set for some more gains in Monday’s session. Amazon and Tesla were both in the green in premarket trading. Apple, which fell into a bear market at one point last week, was also indicated higher.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128913632","content_text":"S&P 500 fell on Monday as the market attempts to rebound from a relentless sell-off that’s punished tech stocks and pushed the broader index to the brink of a bear market.Futures tied to the Dow Jones Industrial Average were 38 points lower. S&P 500 futures dipped 0.3% after the benchmark nearly fell into a bear market last week before a Friday rebound. Nasdaq-100 futures slipped 0.3%.After a long spate of selling, markets rebounded on Friday, with the Dow rising 466.36 points and the S&P 500 climbing 2.39%. The Nasdaq Composite jumped 3.82% and posted its strongest one-day gain since November 2020.But major averages still posted steep losses for the week and are undergoing an intense sell-off as the Federal Reserve attempts to tamp down inflation with aggressive rate hikes. The Dow’s 7-week losing streak is its worst since 2001. The S&P 500 just posted its first 6-week losing streak since June 2011.Some analysts believe those declines may soon point to an attractive entry point for the broader market index, based on a long-term perspective.“The S&P 500 is quickly approaching a level that, historically, has indicated that future growth concerns are priced in,” Citi analyst Scott Chronert wrote in a note.The S&P 500 sits 16% off its record high, while the Nasdaq Composite is down more than 27% as investors hit growth stocks trading with lofty valuations the hardest as interest rates spiked.Those names rebounded on Friday and some looked set for some more gains in Monday’s session. Amazon and Tesla were both in the green in premarket trading. Apple, which fell into a bear market at one point last week, was also indicated higher.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":2668,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9020923075,"gmtCreate":1652572282797,"gmtModify":1676535120839,"author":{"id":"3575427961987459","authorId":"3575427961987459","name":"FinFree","avatar":"https://static.tigerbbs.com/c9b0cb07fc0f99b802cfb85b3a20b578","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575427961987459","idStr":"3575427961987459"},"themes":[],"htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9020923075","repostId":"1103124585","repostType":4,"repost":{"id":"1103124585","kind":"news","pubTimestamp":1652489489,"share":"https://ttm.financial/m/news/1103124585?lang=&edition=fundamental","pubTime":"2022-05-14 08:51","market":"us","language":"en","title":"Did Rivian Just Spark a Huge Comeback for Electric Vehicle Stocks?","url":"https://stock-news.laohu8.com/highlight/detail?id=1103124585","media":"investorplace","summary":"They caught fire, paced by better-than-expected business updates from EV makers Lordstown Motors (Na","content":"<div>\n<p>They caught fire, paced by better-than-expected business updates from EV makers Lordstown Motors (Nasdaq:RIDE) and Rivian (Nasdaq:RIVN). Most electric vehicle stocks popped more than 10% yesterday, ...</p>\n\n<a href=\"https://investorplace.com/hypergrowthinvesting/2022/05/did-rivian-just-spark-a-huge-comeback-for-electric-vehicle-stocks/\">Web Link</a>\n\n</div>\n","source":"lsy1606302653667","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>Did Rivian Just Spark a Huge Comeback for Electric Vehicle Stocks?</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\">\nDid Rivian Just Spark a Huge Comeback for Electric Vehicle Stocks?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-14 08:51 GMT+8 <a href=https://investorplace.com/hypergrowthinvesting/2022/05/did-rivian-just-spark-a-huge-comeback-for-electric-vehicle-stocks/><strong>investorplace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>They caught fire, paced by better-than-expected business updates from EV makers Lordstown Motors (Nasdaq:RIDE) and Rivian (Nasdaq:RIVN). Most electric vehicle stocks popped more than 10% yesterday, ...</p>\n\n<a href=\"https://investorplace.com/hypergrowthinvesting/2022/05/did-rivian-just-spark-a-huge-comeback-for-electric-vehicle-stocks/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RIVN":"Rivian Automotive, Inc."},"source_url":"https://investorplace.com/hypergrowthinvesting/2022/05/did-rivian-just-spark-a-huge-comeback-for-electric-vehicle-stocks/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103124585","content_text":"They caught fire, paced by better-than-expected business updates from EV makers Lordstown Motors (Nasdaq:RIDE) and Rivian (Nasdaq:RIVN). Most electric vehicle stocks popped more than 10% yesterday, with Lordstown rallying 50% and Rivian surging 21%.To be sure, these huge rallies come on the heels of some major declines across the whole EV sector. Still, sales of electric vehicles across the globe continue to roar higher, and many of these companies are growing rapidly. This is all leading investors to ask: Is this the start of a major EV stock comeback?We think it could be. Here’s why.Rivian and Lordstown Reestablish Confidence in Electric Vehicle StocksEV stocks didn’t drop because electric vehicles stopped selling. Sales of electric vehicles in the U.S. in the first quarter of 2022 rose 60% year-over-year:Yet EV stocks dropped big in early 2022. Amid persistent supply chain disruptions and parts shortages, investors lost confidence in major EV players’ ability to hit production targets.But that confidence was reestablished yesterday, partly because of a positive business update from Lordstown. But it was mostly thanks to a great quarterly earnings report from Rivian.Late Tuesday night, Lordstown said that it had closed the sales of one of its manufacturing facilities to Foxconn. The sale injects $230 million onto Lordstown’s balance sheets. That’s critical — Lordstown was on the cusp of running out of cash. But with this new capital infusion, the company now has enough liquidity to commence commercial production in quarter three.In other words, Lordstown will hit its 2022 delivery targets — confidence reestablished.Meanwhile, Rivian provided an excellent business update on Tuesday afternoon as well. The company said that despite huge supply chain challenges, it’s on track to hits its 25,000-vehicle production target for 2022. Pre-orders are also ramping nicely, with the latest number at 90,000 reservations.In other words, Rivian will hit its 2022 delivery targets — confidence reestablished.This confidence boost at two EV manufacturing startups was good enough to light a fire under the entire industry.We don’t think that fire is going to die out anytime soon. We see electric vehicle stocks soaring from here into the end of the year.EV Stocks Are Wiped Out and Due for a Big ReboundPersistent supply chain concerns and fears about waning auto demand in a slowing economy have plagued the EV industry. And as such, electric vehicle stocks have been crushed so far in 2022.Now, though, they’re completely washed out — and due for a big rebound rally.Rivian, for example, was trading at 1X book value and 3X forward sales heading into its earnings report. That’s wild. This is a company that’s projected to grow sales by more than 3,000% this year, 250% in 2023, 110% the year after and 55% the year after that. And it was trading for just 1X book value and 3X forward sales!Talk about a bargain.But, as many seasoned investors will tell you, just because a stock is a bargain doesn’t mean it’s a buy. Cheap stocks can stay cheap for a long time. You need a catalyst to bring them back to life.Well, yesterday, we got that catalyst.EV makers — Rivian, in particular — are on track to hit 2022 targets, despite all the macroeconomic headwinds.This confirmation catalyst converged on dirt-cheap valuations across the sector and sparked some huge rallies in EV stocks.These rallies have some major runway ahead.Indeed, we think Rivian stock can more than double from current levels in a hurry. But Rivian isn’t even our favorite stock to buy for this huge EV comeback.The Final Word on Electric Vehicle StocksWe believe that the company with the best battery technology is going to win the electric vehicle arms race.After all, the quality of the battery determines everything about an EV. It dictates how far it can drive, how long it can last, how quickly it can recharge. The battery even affects how fast it can go.When it comes to EVs, the battery is everything. Therefore, the company that makes the best EV battery will make the best EV — and sell the most. And ultimately, it will emerge the winner of the electric vehicle arms race.Rivian makes a great battery. That’s why RIVN is a great EV stock to buy.But Rivian doesn’t make the best battery.Instead, that title is reserved for another tiny EV maker — one that could de-throne Tesla. And that company is the best EV stock to buy today.","news_type":1,"symbols_score_info":{"RIVN":0.9,"RIDE":0.9}},"isVote":1,"tweetType":1,"viewCount":2052,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}