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wei hong ng

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- wei hong ngwei hong ng
  ·2022-11-29
  $TCH.HK 20221129 275.00 PUT$ $TCH.HK 20221129 275.00 PUT$
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- wei hong ngwei hong ng
  ·2022-11-14
  $TCH.HK 20221229 260.00 PUT$ $TCH.HK 20221229 260.00 PUT$
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- wei hong ngwei hong ng
  ·2022-10-31
  Sure is apple
  5 Top Stocks for November
  A dynamic blend of growth, value, and dividend stocks worth considering now.
  5 Top Stocks for November
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- wei hong ngwei hong ng
  ·2022-10-28
  Buy
  Is Amazon A Buy After Q3 2022 Earnings? The Cloud Is Dissipating
  SummaryFor Amazon, a "dissipating cloud" does not necessarily imply a positive connotation.AWS, Amaz
  Is Amazon A Buy After Q3 2022 Earnings? The Cloud Is Dissipating
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- wei hong ngwei hong ng
  ·2022-10-27
  Badge 2
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- wei hong ngwei hong ng
  ·2022-10-27
  $CRM 20221028 150.0 PUT$ $CRM 20221028 150.0 PUT$
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- wei hong ngwei hong ng
  ·2022-10-25
  Nice stock
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- wei hong ngwei hong ng
  ·2022-10-12
  $AAPL 20221021 130.0 PUT$
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- wei hong ngwei hong ng
  ·2021-07-27
  $CFM HOLDINGS LIMITED(5EB.SI)$Waiting to fly
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- wei hong ngwei hong ng
  ·2021-07-20
  Apple recover gogogo
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</a><a href=\"https://ttm.financial/OPT/TCH.HK 20221229 260.00 PUT\">$TCH.HK 20221229 260.00 PUT$&nbsp;</a> &nbsp;","text":"$TCH.HK 20221229 260.00 PUT$ $TCH.HK 20221229 260.00 PUT$","images":[{"img":"https://community-static.tradeup.com/news/71f23ee81b0a804fd1216398c61c613b","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9969887120","isVote":1,"tweetType":1,"viewCount":2415,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9982516910,"gmtCreate":1667208688430,"gmtModify":1676537877456,"author":{"id":"3586249695081969","authorId":"3586249695081969","name":"wei hong ng","avatar":"https://community-static.tradeup.com/news/05bbe8df9882e9c2086ae18da86eff1a","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3586249695081969","authorIdStr":"3586249695081969"},"themes":[],"htmlText":"Sure is apple","listText":"Sure is apple","text":"Sure is apple","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9982516910","repostId":"2279381784","repostType":4,"repost":{"id":"2279381784","kind":"highlight","pubTimestamp":1667186444,"share":"https://ttm.financial/m/news/2279381784?lang=&edition=fundamental","pubTime":"2022-10-31 11:20","market":"us","language":"en","title":"5 Top Stocks for November","url":"https://stock-news.laohu8.com/highlight/detail?id=2279381784","media":"Motley Fool","summary":"A dynamic blend of growth, value, and dividend stocks worth considering now.","content":"<div>\n<p>One of the greatest challenges of being a long-term investor is enduring market cycles. It can be downright perplexing to see individual stocks and sectors go from in favor to out of favor on a whim. ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/10/30/5-top-stocks-for-november/\">Web Link</a>\n\n</div>\n","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>5 Top Stocks for November</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n5 Top Stocks for November\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-31 11:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/10/30/5-top-stocks-for-november/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>One of the greatest challenges of being a long-term investor is enduring market cycles. It can be downright perplexing to see individual stocks and sectors go from in favor to out of favor on a whim. ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/10/30/5-top-stocks-for-november/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SGXZ31699556.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"C\" (SGDHDG) ACC","BK4550":"红杉资本持仓","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4559":"巴菲特持仓","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","SG9999001077.SGD":"United International Growth Fund SGD","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0082616367.USD":"摩根大通美国科技A（dist）","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","BK4574":"无人驾驶","SG9999014567.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USD) ACC","SG9999017495.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"B\" (SGD) ACC","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","CF":"CF工业","BK4097":"系统软件","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","BK4023":"应用软件","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","SG9999014575.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USDHDG) INC","SG9999018865.SGD":"United Global Quality Growth Fd Cl Dist SGD-H","SG9999014914.USD":"UNITED GLOBAL QUALITY GROWTH (USDHDG) INC","LU0238689110.USD":"贝莱德环球动力股票基金","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","SG9999015341.SGD":"United Income Focus Trust Acc SGD-H","BK4018":"居家用品","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","BK4576":"AR","GOOG":"谷歌","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","LU0056508442.USD":"贝莱德世界科技基金A2","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","MSFT":"微软","BK4558":"双十一","BK4566":"资本集团","BK4528":"SaaS概念","SG9999018857.SGD":"United Global Quality Growth Fd Cl Acc SGD-H","PG":"宝洁","BK4516":"特朗普概念","F":"福特汽车","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","LU0861579265.USD":"联博低波幅策略股票基金A","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","BK4535":"淡马锡持仓","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","BK4577":"网络游戏"},"source_url":"https://www.fool.com/investing/2022/10/30/5-top-stocks-for-november/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2279381784","content_text":"One of the greatest challenges of being a long-term investor is enduring market cycles. It can be downright perplexing to see individual stocks and sectors go from in favor to out of favor on a whim. But steep sell-offs and volatility can present impeccable buying opportunities for patient investors.As a recent example, note that in 2020 the three worst-performing sectors in the S&P 500 were energy, real estate, and financials. The reverse was true the following year, as energy, real estate, and financials were, in order, the three best-performing sectors of 2021. While investors shouldn't expect these kinds of rapid reversals over the short term, it's worth noting that sharp price movements aren't always grounded in fundamentals and can have nothing to do with a core investment thesis.Bear markets have historically presented impeccable buying opportunities -- but only for companies that have what it takes to overcome obstacles and grow over the long term. Here's why Microsoft (MSFT 4.02%), Ford Motor Company (F 2.00%), The Trade Desk (TTD -0.09%), Vertex Pharmaceuticals (VRTX 9.03%), and Procter & Gamble (PG 2.53%) stand out as five compelling buys now.Image source: Getty Images.Indispensable software products and cloud servicesTrevor Jennewine (Microsoft): Microsoft saw its share price tumble more than 7% following its earnings report for the first fiscal quarter (ended Sept. 30, 2022). Revenue rose 11% to $50.1 billion, a big deceleration from 22% growth last year, and earnings fell 13% to $2.35 per diluted share. Worse yet, guidance came in short of Wall Street's expectations, as CFO Amy Hood said weak PC demand would persist into the second quarter, negatively impacting revenue from Windows and Surface devices. Hood also said ad spend on LinkedIn and Bing Search would likely suffer too.However, things aren't as bad as they seem. Revenue actually climbed 16% when unfavorable foreign exchange rates are stripped out, and earnings climbed 11% when adjusted for a one-time tax benefit last year. Additionally, temporary economic headwinds may put pressure on Microsoft in the near term, but they leave the long-term investment thesis unchanged. That means short-sighted shareholders who sold the stock have created a buying opportunity for patient investors.The bull case for Microsoft is straightforward. The company offers a range of mission-critical software and cloud services, and it has achieved a strong presence in several end markets. Most notably, Microsoft 365 brings together industry-leading tools like Office 365 for productivity, Power BI for business analytics, and Teams for communication and collaboration.Microsoft is also a strong contender in several cybersecurity verticals -- access management, endpoint protection, security information, and event management -- and its security customer count jumped 33% to 860,000 in the most recent quarter. That puts Microsoft in front of a large growth opportunity, as the cybersecurity software market is expected to increase at 12% per year through the end of the decade, reaching $500 billion by 2030, according to Grand View Research.Finally, Microsoft Azure is the second-largest cloud services provider. It trails Amazon Web Services by a wide margin, but it has twice as much market share as the third-place contender, Alphabet's Google Cloud. That bodes well for the future. Grand View Research estimates that cloud computing spend will grow at about 16% annually to approach $1.6 trillion by 2030.Currently, Microsoft's share price sits 32% off its high, marking its greatest drop in the last decade. That's why this stock is worth buying in November.This long-term growth story is intactNeha Chamaria (Ford): With Ford shares losing more than one-third of their value in 2022 so far, investors were pinning hopes on the auto giant's third-quarter numbers for some respite. Unfortunately, Ford reported a huge net loss for the quarter and trimmed its forecast for adjusted earnings before interest and tax (EBIT) for the full year.Yet, Ford just made a smart business move, and while that may have driven its Q3 losses higher, it shows how management is focused on high-growth areas even if it means making some tough decisions. Also, it's not that Ford isn't growing at all, which is why you'd want to give Ford stock a serious look while the market harps on near-term blips.Ford is facing a problem with supply, not demand. At the end of September, Ford had nearly 40,000 vehicles in inventory that couldn't be sold because of a shortage of parts. Yet it still grew its revenue by 10% year over year in Q3 on robust demand and expects supply challenges to ease in the coming quarters. In fact, Ford expects its wholesale shipments -- or units sold primarily to dealers -- to rise 10% in 2022. Also, Ford's adjusted EBIT guidance of $11.5 billion for the full year still translates into nearly 15% growth over 2021.In short, Ford may not be growing as fast as investors want it to, but it is growing at a decent pace despite the macroeconomic headwinds. Ford's electric vehicle (EV) sales are booming as well -- they tripled year over year in the month of September, with its F-150 Lightning pickup truck selling like hotcakes. And to double down on viable autonomous technologies, Ford will now build Level 2 and Level 3 self-driving technologies internally even as it announced plans to shut down Argo AI. It looks like a prudent move as Argo AI was focused on Level 4 technology, and so far, fully self-driven technology has proven to be more difficult than expected to develop and commercialize.A big write-off on its Argo AI investment may have hit Ford's bottom line in Q3, but that shouldn't detract you from the steady growth in Ford's shipments, EV sales, and cash flows. Not to mention its growth plans.Booming business amid a sectorwide slowdownAnders Bylund (The Trade Desk): I love to buy shares of excellent companies while they are cheap. That's a key ingredient in the classic investing mantra to \"buy low, sell high.\" It's even better when the company's business is booming, even though Wall Street tossed the stock in the bargain bin due to a systemic weakness in the relevant sector. A mismatch between expected weakness and robust results sets the stage for wealth-building returns in the long run.That's exactly what I see in The Trade Desk right now. The stock trades roughly 40% lower year to date as investors wrestle with widely reported slowdowns in online advertising sales. The market reaction makes sense at a glance, since The Trade Desk makes its money by running automated digital ad campaigns on behalf of other companies.However, The Trade Desk's business is firing on every available cylinder. Sales increased by 35% in the second quarter, compared to the year-ago period. Revenue, free cash flows, and cash reserves are skyrocketing, often leaving analyst estimates in the dust:TTD Free Cash Flow data by YChartsThe secret to The Trade Desk's success in a weak market is simple. Penny-pinching marketing campaign managers want to make the most of every ad-budget nickel in these challenging times. That's what The Trade Desk does best, adding data-driven value to its clients' advertising efforts.The company is set to report third-quarter results on Nov. 7. These reports don't always send share prices skyward, even when The Trade Desk presents impressive surprises on the top and bottom lines. Still, we are most likely about to get our hands on yet another piece of evidence that this company can thrive in a difficult market. Whether you buy The Trade Desk now at a deeper discount or wait for cold, hard financial gains in the earnings report, early November looks like a great time to pick up a few shares.Rising from today's modest starting price, this stock can make you plenty of money in the long run.A winner with even better days aheadKeith Speights (Vertex Pharmaceuticals): As 2022 winds down, the odds of the U.S. entering a recession appear to be increasing. Many, if not most, stocks will probably decline during an economic downturn. However, Vertex Pharmaceuticals is an exception. It's the kind of stock that's likely to thrive in a recession.Vertex is certainly defying the bear market right now. The biotech stock has soared more than 40% year to date. I think this winner has even better days ahead.All Vertex needs to do to continue growing its revenue and earnings is snag additional reimbursement deals and regulatory approvals for its existing cystic fibrosis (CF) drugs. That shouldn't be very difficult, in my view.The company and its partner, CRISPR Therapeutics, hope to soon file for regulatory approvals of exa-cel in treating rare blood disorders beta-thalassemia and sickle cell disease. I think the prospects for Vertex to have another future blockbuster in its lineup with the gene-editing therapy look bright.Vertex's pipeline also features three other promising late-stage programs. It could have yet another powerful CF therapy with the triple combination of VX-121/tezacaftor/VX-561. Non-opioid pain drug VX-548 has tremendous potential. Inaxaplin (VX-147) could be an effective treatment for APOL1-mediated kidney disease, an indication with a larger patient population than CF.A recession wouldn't cause Vertex's CF therapy sales to decline. Neither would macroeconomic issues impact the company's drug development programs. With the signs pointing toward the economy potentially heading south, I think Vertex is an ideal stock to buy in November to weather the storm.Procter & Gamble's consistency is unrivaledDaniel Foelber (Procter & Gamble): Currency weakness and inflation are taking a sledgehammer to the performance of U.S.-based companies -- particularly conglomerates with international exposure. Procter & Gamble (P&G) generates just over half of its sales from outside North America. A strong dollar means that international sales are effectively discounted relative to domestic sales, which impacts profitability.In its Q1 fiscal 2023 presentation, P&G forecasted a staggering $3.9 billion in full-year fiscal 2023 headwinds due to inflation, commodity, and currency-related factors. The $3.9 billion translates to an earnings per share (EPS) headwind of $1.57, or 27% of its full-year forecast.Despite this challenge, P&G is still forecasting flat to 4% core EPS growth in fiscal 2023, which is incredibly impressive given the impact of the headwinds discussed. P&G plans to distribute $9 billion in dividends in fiscal 2023 and will likely raise its dividend for the 67th consecutive year. However, it's buying back less stock, with direct share repurchases at an estimated $6 billion to $8 billion compared to $10 billion in fiscal 2022.P&G's consistency deserves a premium valuation, no matter the market cycle. Even in the face of challenges, the company generates ample free cash flow to support a growing dividend and buybacks. After all, free cash flow used on dividends and buybacks is effectively cash that the company doesn't need to run the core business. Investors would be hard-pressed to find a company that is better insulated from economic headwinds than Procter & Gamble. Its 22.9 price-to-earnings ratio isn't all that inexpensive relative to the rest of the market. But the quality of its dividend (yielding 2.8%) makes P&G one of the most reliable ways to generate passive income.","news_type":1,"symbols_score_info":{"PG":0.9,"GOOG":0.66,"F":0.9,"CF":1,"MSFT":0.9}},"isVote":1,"tweetType":1,"viewCount":1908,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9986604541,"gmtCreate":1666933881784,"gmtModify":1676537834483,"author":{"id":"3586249695081969","authorId":"3586249695081969","name":"wei hong ng","avatar":"https://community-static.tradeup.com/news/05bbe8df9882e9c2086ae18da86eff1a","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3586249695081969","authorIdStr":"3586249695081969"},"themes":[],"htmlText":"Buy&nbsp;","listText":"Buy&nbsp;","text":"Buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9986604541","repostId":"1110500830","repostType":4,"repost":{"id":"1110500830","kind":"news","pubTimestamp":1666929244,"share":"https://ttm.financial/m/news/1110500830?lang=&edition=fundamental","pubTime":"2022-10-28 11:54","market":"us","language":"en","title":"Is Amazon A Buy After Q3 2022 Earnings? The Cloud Is Dissipating","url":"https://stock-news.laohu8.com/highlight/detail?id=1110500830","media":"Seeking Alpha","summary":"SummaryFor Amazon, a \"dissipating cloud\" does not necessarily imply a positive connotation.AWS, Amaz","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>For Amazon, a &#34;dissipating cloud&#34; does not necessarily imply a positive connotation.</li><li>AWS, Amazon&#39;s cloud, has been key to supporting the stock&#39;s valuation this year, as its core commerce business reels from both an internal mismanagement on utilization and looming consumer weakness.</li><li>But even then, the strength of the cloud is going, with AWS showing more prominent signs of structural deceleration during the third quarter.</li><li>This might expose the stock to further downtrends in tandem with broader market declines within the near term, as investors adjust expectations, creating a compelling risk/reward opportunity for Amazon&#39;s ultimate recovery once cyclical headwinds subside.</li></ul><p>Amazon&#39;s stock (NASDAQ: AMZN) has lost more than 30% of its market value this year. Investor confidence in the stock has been weak since Amazon’s core commerce business took a sharp turn from the pandemic-era boom to underutilization earlier in the year. The inefficiencies had left Amazon in a scramble for aggressive cost-cutting opportunities – spanning abandoned capacity expansion to swift shutdowns of unprofitable projects. And now a looming economic downturn risks spurring further consumer weakness ahead, casting a shadow over any possibilities for a rapid recovery in its core commerce business within the near term. This is further corroborated by management’s conservative view on prospects in the current quarter, projecting 2% to 8% revenue growth inclusive of FX headwinds, despite cautious market optimism for a seasonality-driven boost in the current quarter.</p><p>Meanwhile, AWS has largely been the backbone of any bullish thesis supporting the stock this year, making up for the core commerce moat’s shortfall as a result of both earlier mismanagement on capacity and utilization, and impacts of the unexpected economic downturn that has come down hard and fast. Yet, the AWS cloud that has largely shielded Amazon from a greater selloff is showing signs of dissipation. While AWS take-rates in the third quarter remained resilient, with cloud spending amongst the IT environment still viewed as critical to stay economically and operationally competitive, there are growing signs of market share erosion – which has long been expected given the massive magnitude of the segment and long streak of double-digit growth that appears to be falling behind that of peers. While Wall Street as long been unanimously bullish on Amazon, we believe that link is starting to weaken, especially as AWS’ impressive growth streak is starting to show early signs of moderation.</p><p>Amazon&#39;s stock currently trades at a whopping 70x forward earnings, while the large-cap peer group trades at an average of about 28x. However, it is important to consider that the company’s margins have been battered this year due to non-cyclical factors (e.g., utilization mismanagement), which has contributed to a significant diversion between its earnings and sales valuation multiples. By taking Amazon’s sales multiples (e.g., forward EV/sales and forward price/sales) as a gauge for its market value relative to peers instead, which makes a better reflection of its normalized business performance relative to peers’, the stock remains undervalued, supporting longer-term upside potential.</p><p>However, given Amazon’s dissipating cloud strength, and ongoing consumer weakness that will continue to put pressure on its core commerce business within the near term, the stock will likely be subject to greater vulnerability to volatile market sentiment over the coming months until the macro-overhang subsides. This is especially true given investors’ increasing preference for profitability under the current market climate – meaning that while core commerce’s profit margin improvement in the third quarter is welcomed, it will need to ratchet up further at a sustained pace to keep up with anticipated deceleration in AWS, and alleviate the latter’s burden of having to carry Amazon’s consolidated valuation prospects.</p><p><b>Is AWS At Risk?</b></p><p>AWS is currently the leading public cloud service vendor, accounting for about a third of the global market share. It also continues to lead its key rivals, namely Microsoft’s Azure(MSFT) and Alphabet’sGoogle Cloud Platform(GOOG/GOOGL), by wide margins. Specifically, Azure is a distant second, commanding about 20% of the global cloud market, and GCP about 10% in third place.</p><p>AWS has been a key driver of Amazon’s valuation given its impressive growth and margin expansion trajectory, acting as a key “barometer” of the company’s future prospects – especially in recent quarters, compensating for the growth slowdown and deteriorating profit margins in the core commerce segment. Despite Amazon’s likely conservative outlook for AWS implied through modest consolidated growth for the current quarter – which we view as a welcomed and reasonable move to temper investors’ expectations given the business’ massive size, and consistent with Azure’s modest guidance earlier this week. It is important to recognize that cloud spending remains resilient given “secular shift and prioritization for corporates”.</p><p>Yet, after sustaining more than six quarters of consecutive 30%-plus y/y growth, the segment is starting to show signs of structural deceleration, with third quarter growth coming in at 28% on a constant currency basis compared to the same period last year – an imminent occurrence given its massive magnitude of growth and business volume achieved in recent years. AWS’ multi-year compounded annual growth rate in the past five years has moderated to about 26%, while Azure’s is at the 40%-range and GCP at the high-30%-range.</p><p>And while AWS remains the unmatched market leader by wide margins, the gap is gradually narrowing. Specifically, recent third-party data shows that spending intentions for Azure and GCP are on the rise, as corporates turn to a multi-cloud strategy for benefits that include “risk mitigation, reliability/redundancy, multi-function availability, and mostly importantly, cost-efficiencies”.</p><p>Given AWS is already the dominant public cloud service vendor on the market, it is hard for it to take further advantage of increasing multi-cloud momentum. In a recent sentiment check survey performed by RBC Capital Markets, about 57% of corporates looking to ramp up investments in cloud have noted AWS as a potential beneficiary over the next 12 months, compared with 73% for GCP and 71% for Azure. AWS is also starting to lose share to key rival Azure amongst large enterprise cloud spending – the latter has taken over AWS as the leading public cloud service provider for enterprises generating more than $5 billion in annual revenues, acquiring more than 50% share in the cohort while AWS only captures a little more than 30%. And while AWS remains the market share leader in the largest cloud spending segments – namely, medium-sized enterprises with annual revenues spanning $1 billion and $5 billion, and small enterprises with annual revenues of less than $1 billion – rivals Azure and GCP are catching up fast. AWS currently commands about 60% of global cloud market share across medium-sized enterprises, while Azure accounts for more than 40%; and across small enterprises, AWS commands about a 40% share while Azure and GCP account for 30%.</p><p><b>Implications of a Potential AWS Slowdown</b></p><p>What these trends, paired with tempered expectations from management’s forward guidance provided, imply is that AWS is likely headed towards the beginning of moderation, with its high-flying growth coming to a gradual deceleration as it continues to take advantage of secular demand for cloud-computing solutions over coming years. Meanwhile, the rapid growth it once enjoyed will now likely rotate to peers as they benefit from the increasing adoption of a multi-cloud strategy across the corporate sector, effectively narrowing their respective market shares’ distance from AWS’.</p><p>With AWS being Amazon’s core profit engine, the increasing pace of moderation will likely bode unfavourably for the stock’s near-term performance – especially as its core commerce segment also reels from souring consumer sentiment ahead of a cyclical downturn. This means whatever Amazon is doing now to improve its core commerce’s growth and profit margins – whether it is slashing budgets for non-profitable projects, dialing down the pace of fulfilment capacity expansion, slowing the pace of hiring, and/or improved value proposition to drive increased Prime demand – needs step it up a notch further, as AWS’ strength may not overshadow core commerce’s near-term weakness much longer to uphold Amazon’s valuation prospects.</p><p>Looking ahead, these trends may also push investors to look for new areas of growth and profitability in the company – especially advertising, which represents another secular demand environment as digital ad formats rapidly displace traditional channels like linear TV, radio and paper. As discussed in our previous coverage on the stock, Amazon’s advertising business benefits greatly from its first-party data advantage, which reduces reliance on third-party user data that now faces “signal [loss] dynamics” stemming from Apple’s (AAPL)privacy policy changes implemented last year. The value of this competitive advantage is further corroborated by resilience and momentum demonstrated in Amazon’s advertising business (+30% y/y; +9% q/q) in the third quarter despite cautions advertiser spending ahead of a looming economic slowdown, which reinforces robust forward prospects. Recent market research has also echoed similarly favourable trends for Amazon’s growing advertising business, a high-margin revenue stream that will continue to contribute positively to the company’s bottom-line over the longer-term:</p><blockquote>Retail media advertising will increase from $31 billion this year to $42 billion in 2023. The bulk of it comes from Amazon’s product search but all other large retailers are now developing advertising sales through keyword search or display ads on their apps and websites. Retail media is mostly fuelled by consumer brands reallocating below-the-line, trade-marketing budgets from in-store towards digital retail networks, as a greater percentage of retail sales comes from e-commerce. Furthermore, retail-owned media networks are mostly immune from the privacy-based limitations on data usage and targeting, that display or social media owner’s face, because they can leverage their own first-party data.</blockquote><blockquote>Source:Magna Advertising Forecast, U.S. Fall Update (September 2022)</blockquote><p><b>Final Thoughts</b></p><p>We remain optimistic that Amazon will be able to maintain and restore strength to its core commerce moat, though the undertaking may take longer-than-expected given near-term macro headwinds beyond the company’s control. In the meantime, AWS will continue to be the core saviour of Amazon’s valuation. But considering it may not be able to hold onto the role much longer ahead of imminent deceleration, Amazon&#39;s stock might become more susceptible to further downtrends in tandem with the souring near-term market outlook. In the near- to medium-term, we believe investor expectations for core commerce improvements will increase despite anticipated consumer weakness to make up for potential deceleration in AWS, with more focus diverted towards momentum in Amazon’s ad sales, an emerging core profit engine. For now, Amazon&#39;s stock will likely become less protected from increasingly fragile market sentiment over coming months as expectations adjust, which could potentially create better entry opportunities for eventual upsides once consumer headwinds subside.</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>Is Amazon A Buy After Q3 2022 Earnings? 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The Cloud Is Dissipating\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-28 11:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4550073-is-amazon-a-buy-after-q3-2022-earnings-the-cloud-is-dissipating><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryFor Amazon, a \"dissipating cloud\" does not necessarily imply a positive connotation.AWS, Amazon's cloud, has been key to supporting the stock's valuation this year, as its core commerce ...</p>\n\n<a href=\"https://seekingalpha.com/article/4550073-is-amazon-a-buy-after-q3-2022-earnings-the-cloud-is-dissipating\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://seekingalpha.com/article/4550073-is-amazon-a-buy-after-q3-2022-earnings-the-cloud-is-dissipating","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110500830","content_text":"SummaryFor Amazon, a \"dissipating cloud\" does not necessarily imply a positive connotation.AWS, Amazon's cloud, has been key to supporting the stock's valuation this year, as its core commerce business reels from both an internal mismanagement on utilization and looming consumer weakness.But even then, the strength of the cloud is going, with AWS showing more prominent signs of structural deceleration during the third quarter.This might expose the stock to further downtrends in tandem with broader market declines within the near term, as investors adjust expectations, creating a compelling risk/reward opportunity for Amazon's ultimate recovery once cyclical headwinds subside.Amazon's stock (NASDAQ: AMZN) has lost more than 30% of its market value this year. Investor confidence in the stock has been weak since Amazon’s core commerce business took a sharp turn from the pandemic-era boom to underutilization earlier in the year. The inefficiencies had left Amazon in a scramble for aggressive cost-cutting opportunities – spanning abandoned capacity expansion to swift shutdowns of unprofitable projects. And now a looming economic downturn risks spurring further consumer weakness ahead, casting a shadow over any possibilities for a rapid recovery in its core commerce business within the near term. This is further corroborated by management’s conservative view on prospects in the current quarter, projecting 2% to 8% revenue growth inclusive of FX headwinds, despite cautious market optimism for a seasonality-driven boost in the current quarter.Meanwhile, AWS has largely been the backbone of any bullish thesis supporting the stock this year, making up for the core commerce moat’s shortfall as a result of both earlier mismanagement on capacity and utilization, and impacts of the unexpected economic downturn that has come down hard and fast. Yet, the AWS cloud that has largely shielded Amazon from a greater selloff is showing signs of dissipation. While AWS take-rates in the third quarter remained resilient, with cloud spending amongst the IT environment still viewed as critical to stay economically and operationally competitive, there are growing signs of market share erosion – which has long been expected given the massive magnitude of the segment and long streak of double-digit growth that appears to be falling behind that of peers. While Wall Street as long been unanimously bullish on Amazon, we believe that link is starting to weaken, especially as AWS’ impressive growth streak is starting to show early signs of moderation.Amazon's stock currently trades at a whopping 70x forward earnings, while the large-cap peer group trades at an average of about 28x. However, it is important to consider that the company’s margins have been battered this year due to non-cyclical factors (e.g., utilization mismanagement), which has contributed to a significant diversion between its earnings and sales valuation multiples. By taking Amazon’s sales multiples (e.g., forward EV/sales and forward price/sales) as a gauge for its market value relative to peers instead, which makes a better reflection of its normalized business performance relative to peers’, the stock remains undervalued, supporting longer-term upside potential.However, given Amazon’s dissipating cloud strength, and ongoing consumer weakness that will continue to put pressure on its core commerce business within the near term, the stock will likely be subject to greater vulnerability to volatile market sentiment over the coming months until the macro-overhang subsides. This is especially true given investors’ increasing preference for profitability under the current market climate – meaning that while core commerce’s profit margin improvement in the third quarter is welcomed, it will need to ratchet up further at a sustained pace to keep up with anticipated deceleration in AWS, and alleviate the latter’s burden of having to carry Amazon’s consolidated valuation prospects.Is AWS At Risk?AWS is currently the leading public cloud service vendor, accounting for about a third of the global market share. It also continues to lead its key rivals, namely Microsoft’s Azure(MSFT) and Alphabet’sGoogle Cloud Platform(GOOG/GOOGL), by wide margins. Specifically, Azure is a distant second, commanding about 20% of the global cloud market, and GCP about 10% in third place.AWS has been a key driver of Amazon’s valuation given its impressive growth and margin expansion trajectory, acting as a key “barometer” of the company’s future prospects – especially in recent quarters, compensating for the growth slowdown and deteriorating profit margins in the core commerce segment. Despite Amazon’s likely conservative outlook for AWS implied through modest consolidated growth for the current quarter – which we view as a welcomed and reasonable move to temper investors’ expectations given the business’ massive size, and consistent with Azure’s modest guidance earlier this week. It is important to recognize that cloud spending remains resilient given “secular shift and prioritization for corporates”.Yet, after sustaining more than six quarters of consecutive 30%-plus y/y growth, the segment is starting to show signs of structural deceleration, with third quarter growth coming in at 28% on a constant currency basis compared to the same period last year – an imminent occurrence given its massive magnitude of growth and business volume achieved in recent years. AWS’ multi-year compounded annual growth rate in the past five years has moderated to about 26%, while Azure’s is at the 40%-range and GCP at the high-30%-range.And while AWS remains the unmatched market leader by wide margins, the gap is gradually narrowing. Specifically, recent third-party data shows that spending intentions for Azure and GCP are on the rise, as corporates turn to a multi-cloud strategy for benefits that include “risk mitigation, reliability/redundancy, multi-function availability, and mostly importantly, cost-efficiencies”.Given AWS is already the dominant public cloud service vendor on the market, it is hard for it to take further advantage of increasing multi-cloud momentum. In a recent sentiment check survey performed by RBC Capital Markets, about 57% of corporates looking to ramp up investments in cloud have noted AWS as a potential beneficiary over the next 12 months, compared with 73% for GCP and 71% for Azure. AWS is also starting to lose share to key rival Azure amongst large enterprise cloud spending – the latter has taken over AWS as the leading public cloud service provider for enterprises generating more than $5 billion in annual revenues, acquiring more than 50% share in the cohort while AWS only captures a little more than 30%. And while AWS remains the market share leader in the largest cloud spending segments – namely, medium-sized enterprises with annual revenues spanning $1 billion and $5 billion, and small enterprises with annual revenues of less than $1 billion – rivals Azure and GCP are catching up fast. AWS currently commands about 60% of global cloud market share across medium-sized enterprises, while Azure accounts for more than 40%; and across small enterprises, AWS commands about a 40% share while Azure and GCP account for 30%.Implications of a Potential AWS SlowdownWhat these trends, paired with tempered expectations from management’s forward guidance provided, imply is that AWS is likely headed towards the beginning of moderation, with its high-flying growth coming to a gradual deceleration as it continues to take advantage of secular demand for cloud-computing solutions over coming years. Meanwhile, the rapid growth it once enjoyed will now likely rotate to peers as they benefit from the increasing adoption of a multi-cloud strategy across the corporate sector, effectively narrowing their respective market shares’ distance from AWS’.With AWS being Amazon’s core profit engine, the increasing pace of moderation will likely bode unfavourably for the stock’s near-term performance – especially as its core commerce segment also reels from souring consumer sentiment ahead of a cyclical downturn. This means whatever Amazon is doing now to improve its core commerce’s growth and profit margins – whether it is slashing budgets for non-profitable projects, dialing down the pace of fulfilment capacity expansion, slowing the pace of hiring, and/or improved value proposition to drive increased Prime demand – needs step it up a notch further, as AWS’ strength may not overshadow core commerce’s near-term weakness much longer to uphold Amazon’s valuation prospects.Looking ahead, these trends may also push investors to look for new areas of growth and profitability in the company – especially advertising, which represents another secular demand environment as digital ad formats rapidly displace traditional channels like linear TV, radio and paper. As discussed in our previous coverage on the stock, Amazon’s advertising business benefits greatly from its first-party data advantage, which reduces reliance on third-party user data that now faces “signal [loss] dynamics” stemming from Apple’s (AAPL)privacy policy changes implemented last year. The value of this competitive advantage is further corroborated by resilience and momentum demonstrated in Amazon’s advertising business (+30% y/y; +9% q/q) in the third quarter despite cautions advertiser spending ahead of a looming economic slowdown, which reinforces robust forward prospects. Recent market research has also echoed similarly favourable trends for Amazon’s growing advertising business, a high-margin revenue stream that will continue to contribute positively to the company’s bottom-line over the longer-term:Retail media advertising will increase from $31 billion this year to $42 billion in 2023. The bulk of it comes from Amazon’s product search but all other large retailers are now developing advertising sales through keyword search or display ads on their apps and websites. Retail media is mostly fuelled by consumer brands reallocating below-the-line, trade-marketing budgets from in-store towards digital retail networks, as a greater percentage of retail sales comes from e-commerce. Furthermore, retail-owned media networks are mostly immune from the privacy-based limitations on data usage and targeting, that display or social media owner’s face, because they can leverage their own first-party data.Source:Magna Advertising Forecast, U.S. Fall Update (September 2022)Final ThoughtsWe remain optimistic that Amazon will be able to maintain and restore strength to its core commerce moat, though the undertaking may take longer-than-expected given near-term macro headwinds beyond the company’s control. In the meantime, AWS will continue to be the core saviour of Amazon’s valuation. But considering it may not be able to hold onto the role much longer ahead of imminent deceleration, Amazon's stock might become more susceptible to further downtrends in tandem with the souring near-term market outlook. In the near- to medium-term, we believe investor expectations for core commerce improvements will increase despite anticipated consumer weakness to make up for potential deceleration in AWS, with more focus diverted towards momentum in Amazon’s ad sales, an emerging core profit engine. For now, Amazon's stock will likely become less protected from increasingly fragile market sentiment over coming months as expectations adjust, which could potentially create better entry opportunities for eventual upsides once consumer headwinds subside.","news_type":1,"symbols_score_info":{"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":2549,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9986975905,"gmtCreate":1666881331607,"gmtModify":1676537823447,"author":{"id":"3586249695081969","authorId":"3586249695081969","name":"wei hong ng","avatar":"https://community-static.tradeup.com/news/05bbe8df9882e9c2086ae18da86eff1a","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3586249695081969","authorIdStr":"3586249695081969"},"themes":[],"htmlText":"Badge 2","listText":"Badge 2","text":"Badge 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