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AuroraJ

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- AuroraJAuroraJ
  ·2021-09-10
  Bring it on!
  Sorry, this post has been deleted
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- AuroraJAuroraJ
  ·2021-09-06
  ??
  Sorry, this post has been deleted
  3.52K 1
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- AuroraJAuroraJ
  ·2021-09-03
  Irregardless, still a good news ?
  Sorry, this post has been deleted
  2.36K Comment
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- AuroraJAuroraJ
  ·2021-09-02
  Why... Oh why...
  Why Five Below Shares Are Falling Today
  Five Below Inc (NASDAQ: FIVE) is trading lower Thursday after the company announced mixed second-quarter financial results and refrained from providing full-year guidance because of uncertainty.
  Why Five Below Shares Are Falling Today
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- AuroraJAuroraJ
  ·2021-08-31
  Sales??
  Zoom Video stock price target cut to $350 from $400 at Mizuho
  MW Zoom Video stock price target cut to $350 from $400 at Mizuho
  Zoom Video stock price target cut to $350 from $400 at Mizuho
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- AuroraJAuroraJ
  ·2021-08-30
  Out of control
  Covid-19 Surge in Malaysia Threatens to Prolong Global Chip Shortage
  SINGAPORE—A surge of Covid-19 cases in Malaysia, a little-known but critical link in the semiconduct
  Covid-19 Surge in Malaysia Threatens to Prolong Global Chip Shortage
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- AuroraJAuroraJ
  ·2021-08-27
  Good move!
  Airbnb allowing anyone to host Afghanistan refugees, not just hosts
  Airbnb, Inc. is allowing anyone around the world to host refugees from Afghanistan through the vacat
  Airbnb allowing anyone to host Afghanistan refugees, not just hosts
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- AuroraJAuroraJ
  ·2021-08-26
  Not now perhaps ?
  3 Expert Opinions On Amazon Stock: Is It A Buy?
  Since Q2 earnings day, Amazon stock has fizzled. Today, the Amazon Maven breaks down three of the mo
  3 Expert Opinions On Amazon Stock: Is It A Buy?
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- AuroraJAuroraJ
  ·2021-08-25
  ? Hmmm
  Sorry, this post has been deleted
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- AuroraJAuroraJ
  ·2021-08-24
  Risky investment
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The company reported quarterly revenue of $646.6 million, which came in below the estimate of $646.93 million.</p>\n<p>Five Below expects third-quarter earnings to be in a range of 23 cents per share to 30 cents per share versus the estimate of 27 cents per share. The company expects third-quarter revenue to be in a range of $550 million to $565 million versus the estimate of $550.25 million.</p>\n<p>Five Below refrained from providing full-year guidance \"given the uncertainty related to COVID-19, potential future shifts in consumer spending, and ongoing global supply chain disruption.\"</p>\n<p>“The third quarter is off to a strong start from a sales perspective. We are innovating across our three key strategic priorities: product, experience and supply chain, where the teams are working diligently to mitigate the impact of global disruptions,\" said&nbsp;<b>Joel Anderson</b>, president and CEO of Five Below.</p>\n<p><b>FIVE Price Action: </b>Five Below has traded as high as $237.83 and as low as $108.51 over a 52-week period.</p>\n<p>The stock was down 8.29% at $198.15 at time of publication.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"FIVE":"Five Below"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2164884217","content_text":"Five Below Inc (NASDAQ:FIVE) is trading lower Thursday after the company announced mixed second-quarter financial results and refrained from providing full-year guidance because of uncertainty.\nFive Below reported quarterly earnings of $1.15 per share, which beat the estimate of $1.11 per share. The company reported quarterly revenue of $646.6 million, which came in below the estimate of $646.93 million.\nFive Below expects third-quarter earnings to be in a range of 23 cents per share to 30 cents per share versus the estimate of 27 cents per share. The company expects third-quarter revenue to be in a range of $550 million to $565 million versus the estimate of $550.25 million.\nFive Below refrained from providing full-year guidance \"given the uncertainty related to COVID-19, potential future shifts in consumer spending, and ongoing global supply chain disruption.\"\n“The third quarter is off to a strong start from a sales perspective. We are innovating across our three key strategic priorities: product, experience and supply chain, where the teams are working diligently to mitigate the impact of global disruptions,\" said Joel Anderson, president and CEO of Five Below.\nFIVE Price Action: Five Below has traded as high as $237.83 and as low as $108.51 over a 52-week period.\nThe stock was down 8.29% at $198.15 at time of publication.","news_type":1,"symbols_score_info":{"FIVE":0.9}},"isVote":1,"tweetType":1,"viewCount":3958,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":818260915,"gmtCreate":1630414177737,"gmtModify":1676530296468,"author":{"id":"4087475222144080","authorId":"4087475222144080","name":"AuroraJ","avatar":"https://static.tigerbbs.com/a0c9715bb8ca251a5197d8ed49713ec0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087475222144080","authorIdStr":"4087475222144080"},"themes":[],"htmlText":"Sales??&nbsp;","listText":"Sales??&nbsp;","text":"Sales??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/818260915","repostId":"2163859270","repostType":4,"repost":{"id":"2163859270","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1630406880,"share":"https://ttm.financial/m/news/2163859270?lang=en_US&edition=fundamental","pubTime":"2021-08-31 18:48","market":"us","language":"en","title":"Zoom Video stock price target cut to $350 from $400 at Mizuho","url":"https://stock-news.laohu8.com/highlight/detail?id=2163859270","media":"Dow Jones","summary":"MW Zoom Video stock price target cut to $350 from $400 at Mizuho","content":"<p>MW <a href=\"https://laohu8.com/S/ZM\">Zoom</a> Video stock price target cut to $350 from $400 at Mizuho</p>","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>Zoom Video stock price target cut to $350 from $400 at Mizuho</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nZoom Video stock price target cut to $350 from $400 at Mizuho\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-08-31 18:48</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>MW <a href=\"https://laohu8.com/S/ZM\">Zoom</a> Video stock price target cut to $350 from $400 at Mizuho</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ZM":"Zoom"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2163859270","content_text":"MW Zoom Video stock price target cut to $350 from $400 at Mizuho","news_type":1,"symbols_score_info":{"ZM":0.9}},"isVote":1,"tweetType":1,"viewCount":2891,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":811245413,"gmtCreate":1630330190132,"gmtModify":1676530270705,"author":{"id":"4087475222144080","authorId":"4087475222144080","name":"AuroraJ","avatar":"https://static.tigerbbs.com/a0c9715bb8ca251a5197d8ed49713ec0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087475222144080","authorIdStr":"4087475222144080"},"themes":[],"htmlText":"Out of control&nbsp;","listText":"Out of control&nbsp;","text":"Out of control","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/811245413","repostId":"1199240853","repostType":4,"repost":{"id":"1199240853","kind":"news","pubTimestamp":1630323796,"share":"https://ttm.financial/m/news/1199240853?lang=en_US&edition=fundamental","pubTime":"2021-08-30 19:43","market":"us","language":"en","title":"Covid-19 Surge in Malaysia Threatens to Prolong Global Chip Shortage","url":"https://stock-news.laohu8.com/highlight/detail?id=1199240853","media":"WSJ","summary":"SINGAPORE—A surge of Covid-19 cases in Malaysia, a little-known but critical link in the semiconduct","content":"<p>SINGAPORE—A surge of Covid-19 cases in Malaysia, a little-known but critical link in the semiconductor supply chain, has opened a new front in the battle to fix manufacturing woes that have rippled across industries during a global shortage of computing chips.</p>\n<p>The Southeast Asia nation is one of the world’s top destinations for assembly and testing of the devices that control smartphones, car engines and medical equipment. Disruptions in Malaysia threaten to prolong&nbsp;uncertainty over chip supply&nbsp;well into next year, dashing hopes of relief in the second half of 2021.</p>\n<p>The supply crunch in Malaysia, caused primarily by staff shortages linked to virus-control measures combined with a sharp surge in global demand, poses a new problem for the auto industry. For the first half of this year, shortages largely stemmed from companies miscalculating the&nbsp;pace of economic recoveries&nbsp;and not ordering enough parts. Now they can’t always get the parts they need because Covid-19 outbreaks are denting factory output.</p>\n<p>“It’s a bit like a game of whack-a-mole,” said Ravi Vijayaraghavan, a Singapore-based partner at the consulting firm Bain &amp; Co. specializing in semiconductors. “We think we have supply sorted out, and then a problem suddenly pops up somewhere else.”</p>\n<p>Some of the world’s leading car makers including Toyota Motor Corp. , Ford Motor Co. , General Motors Co. and Nissan Motor Co. have disclosed major production cuts due largely to chip shortages from factories in Malaysia. Ford suspended work for about a week at an F-150 plant in the Kansas City, Mo., area and a Fiesta factory in Cologne, Germany because of missing parts, while Toyota said it would cut global production by around 40% in September. General Motors said it expects to make 100,000 fewer vehicles in North America in the second half of the year.</p>\n<p>The problems in Malaysia stem from the worst Covid-19 surge the country has seen since the start of the pandemic. The nation of around 32 million people has had more than 1.6 million reported cases and 15,000 deaths to date, more than half of them this summer.</p>\n<p>On June 1, the government imposed a nationwide lockdown to stem the spread and protect its buckling healthcare system, but it designated electronics companies as essential businesses and allowed them to operate at 60% capacity. As vaccination rates picked up, factories were eventually allowed to resume full operations, but they have been playing catch-up ever since and disruptions have persisted.</p>\n<p>Even minor disruptions can dramatically shift output and delivery timelines. In June, the Malaysian chip maker Globetronics Technology Bhd., which assembles sensors for a U.S. smartphone maker as well as basic car components, voluntarily closed two of its factories for several days after three workers tested positive for Covid-19.</p>\n<p>It took about four weeks to normalize deliveries, according to Chief Executive Heng Huck Lee, who had back-to-back calls with customers as he and his team tried to shuffle around orders without causing a domino effect of delays.</p>\n<p>Mr. Heng said that employee safety was his priority and that production at the two factories was halted completely for two days to sanitize them from top to bottom and flush out the air several times over. Hundreds of workers were isolated.</p>\n<p>“This wasn’t a disaster in terms of revenue, but it caused disruption,” Mr. Heng said. “When your workforce is lower, it kind of cascades down the line.”</p>\n<p>Mr. Vijayaraghavan said chip manufacturing relies on a precarious model designed to keep costs low by holding minimal inventory and spreading assembly across several markets specializing in processes that are hard to relocate in a pinch. “There’s very little room for error, so whenever there’s any disruption you see it all the way through to the end product because there’s just no slack in the system,” he said.</p>\n<p>Malaysia is a major hub for packaging, a labor-intensive process of combining basic elements into functioning components and testing them for quality before they are shipped abroad and made into end-use products. About 7% of the global supply of semiconductors goes through the country at some point, according to the U.S.-based Semiconductor Industry Association. The U.S. imports more chips directly from Malaysia than from any other country in the world, the group said.</p>\n<p>Problems in Malaysia started last year amid factory shutdowns caused by the pandemic, though they weren’t as consequential because, at the time, global chip supply appeared more stable and demand was lower. But by early 2021, as economies started waking up, shortages were magnified by soaring demand for all manner of devices that require the chips. Then came the unexpected blows to two industry juggernauts: a fire at a major plant on the outskirts of Tokyo in March and a drought in Taiwan that slowed the chips’ water-intensive production in April. Covid-19 cases started ticking up in Malaysia around the same time, compounding the problems.</p>\n<p>The demand has continued to rise. More chips have been needed for medical devices such as portable ultrasounds, thermometers and ventilators as healthcare systems around the world have rushed to build capacity. Prolonged lockdowns fueled demand for home appliances and personal electronics including tablets and videogame consoles. Auto makers hoped to seize on a rise in consumer spending as Western economies stepped up vaccinations and emerged from stagnation.</p>\n<p>“Even if you’re running at 100% capacity, supply is still not enough to meet demand, and lead time will increase,” said Wong Siew Hai, president of the Malaysia Semiconductor Industry Association, a business group formed in January in response to challenges caused by the pandemic. The problem, Mr. Wong said, is that demand exceeds full capacity while most factories are still running below their potential. He estimates that pandemic-related capacity constraints translated to hundreds of millions of dollars of “missed opportunities” in the country this year.</p>\n<p>In theory, Malaysia’s semiconductor sector should be running optimally by late August as worker vaccination rates for most companies reach the 80% threshold required to resume full operations, Mr. Wong said. In practice, factory output could be uneven for the next two or three quarters, until the entire country reaches a higher vaccination rate and transmission slows. Malaysia has fully vaccinated almost 45% of its population, according to Our World in Data.</p>\n<p>Meanwhile, factories might be forced to shut down temporarily because of breakthrough infections among vaccinated staff, or they might have sporadic shortages related to workers being quarantined after coming into contact with an infected person, even if the workers are fully vaccinated.</p>\n<p>Staff shortages due to quarantine requirements are a persistent problem not just on the factory floor, but for workers in related industries, such as truck drivers and cleaners. The staff shortages could cause significant disruptions in the weeks ahead, possibly longer, according to David Lacey, president of Frepenca, an industry group based in Malaysia’s industrial hub of Penang, where many semiconductor factories are located. “We’re starting to see industry capacity impacted by worker shortages, and the worker shortages are caused by quarantine rules,” Mr. Lacey said. “We need to keep the rules in sync with the situation, and the rules in place now are the same ones we had pre-vaccination.”</p>\n<p>Chip makers said the situation remains dynamic and could be volatile into next year. A spokesperson for Infineon Technologies AG , a German semiconductor supplier that manufactures products in Malaysia, said the company expects shortages to persist into 2022, as demand remains high and significantly outstrips supply.</p>\n<p>“Today’s semiconductor supply chain is complex to the degree that you may have to go through multiple locations in multiple countries in multiple regions just to get this one piece, this one tiny part of your final product,” said Mr. Heng, of Globetronics. “But we’ll figure out a way to overcome this. We’re all still in learning mode.”</p>\n<p></p>","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>Covid-19 Surge in Malaysia Threatens to Prolong Global Chip Shortage</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\">\nCovid-19 Surge in Malaysia Threatens to Prolong Global Chip Shortage\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-30 19:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wsj.com/articles/covid-19-surge-in-malaysia-threatens-to-prolong-global-chip-shortage-11630234802?cx_testId=242&cx_testVariant=cx_3&cx_artPos=1#cxrecs_s><strong>WSJ</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SINGAPORE—A surge of Covid-19 cases in Malaysia, a little-known but critical link in the semiconductor supply chain, has opened a new front in the battle to fix manufacturing woes that have rippled ...</p>\n\n<a href=\"https://www.wsj.com/articles/covid-19-surge-in-malaysia-threatens-to-prolong-global-chip-shortage-11630234802?cx_testId=242&cx_testVariant=cx_3&cx_artPos=1#cxrecs_s\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TM":"丰田汽车","GM":"通用汽车","F":"福特汽车"},"source_url":"https://www.wsj.com/articles/covid-19-surge-in-malaysia-threatens-to-prolong-global-chip-shortage-11630234802?cx_testId=242&cx_testVariant=cx_3&cx_artPos=1#cxrecs_s","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199240853","content_text":"SINGAPORE—A surge of Covid-19 cases in Malaysia, a little-known but critical link in the semiconductor supply chain, has opened a new front in the battle to fix manufacturing woes that have rippled across industries during a global shortage of computing chips.\nThe Southeast Asia nation is one of the world’s top destinations for assembly and testing of the devices that control smartphones, car engines and medical equipment. Disruptions in Malaysia threaten to prolong uncertainty over chip supply well into next year, dashing hopes of relief in the second half of 2021.\nThe supply crunch in Malaysia, caused primarily by staff shortages linked to virus-control measures combined with a sharp surge in global demand, poses a new problem for the auto industry. For the first half of this year, shortages largely stemmed from companies miscalculating the pace of economic recoveries and not ordering enough parts. Now they can’t always get the parts they need because Covid-19 outbreaks are denting factory output.\n“It’s a bit like a game of whack-a-mole,” said Ravi Vijayaraghavan, a Singapore-based partner at the consulting firm Bain & Co. specializing in semiconductors. “We think we have supply sorted out, and then a problem suddenly pops up somewhere else.”\nSome of the world’s leading car makers including Toyota Motor Corp. , Ford Motor Co. , General Motors Co. and Nissan Motor Co. have disclosed major production cuts due largely to chip shortages from factories in Malaysia. Ford suspended work for about a week at an F-150 plant in the Kansas City, Mo., area and a Fiesta factory in Cologne, Germany because of missing parts, while Toyota said it would cut global production by around 40% in September. General Motors said it expects to make 100,000 fewer vehicles in North America in the second half of the year.\nThe problems in Malaysia stem from the worst Covid-19 surge the country has seen since the start of the pandemic. The nation of around 32 million people has had more than 1.6 million reported cases and 15,000 deaths to date, more than half of them this summer.\nOn June 1, the government imposed a nationwide lockdown to stem the spread and protect its buckling healthcare system, but it designated electronics companies as essential businesses and allowed them to operate at 60% capacity. As vaccination rates picked up, factories were eventually allowed to resume full operations, but they have been playing catch-up ever since and disruptions have persisted.\nEven minor disruptions can dramatically shift output and delivery timelines. In June, the Malaysian chip maker Globetronics Technology Bhd., which assembles sensors for a U.S. smartphone maker as well as basic car components, voluntarily closed two of its factories for several days after three workers tested positive for Covid-19.\nIt took about four weeks to normalize deliveries, according to Chief Executive Heng Huck Lee, who had back-to-back calls with customers as he and his team tried to shuffle around orders without causing a domino effect of delays.\nMr. Heng said that employee safety was his priority and that production at the two factories was halted completely for two days to sanitize them from top to bottom and flush out the air several times over. Hundreds of workers were isolated.\n“This wasn’t a disaster in terms of revenue, but it caused disruption,” Mr. Heng said. “When your workforce is lower, it kind of cascades down the line.”\nMr. Vijayaraghavan said chip manufacturing relies on a precarious model designed to keep costs low by holding minimal inventory and spreading assembly across several markets specializing in processes that are hard to relocate in a pinch. “There’s very little room for error, so whenever there’s any disruption you see it all the way through to the end product because there’s just no slack in the system,” he said.\nMalaysia is a major hub for packaging, a labor-intensive process of combining basic elements into functioning components and testing them for quality before they are shipped abroad and made into end-use products. About 7% of the global supply of semiconductors goes through the country at some point, according to the U.S.-based Semiconductor Industry Association. The U.S. imports more chips directly from Malaysia than from any other country in the world, the group said.\nProblems in Malaysia started last year amid factory shutdowns caused by the pandemic, though they weren’t as consequential because, at the time, global chip supply appeared more stable and demand was lower. But by early 2021, as economies started waking up, shortages were magnified by soaring demand for all manner of devices that require the chips. Then came the unexpected blows to two industry juggernauts: a fire at a major plant on the outskirts of Tokyo in March and a drought in Taiwan that slowed the chips’ water-intensive production in April. Covid-19 cases started ticking up in Malaysia around the same time, compounding the problems.\nThe demand has continued to rise. More chips have been needed for medical devices such as portable ultrasounds, thermometers and ventilators as healthcare systems around the world have rushed to build capacity. Prolonged lockdowns fueled demand for home appliances and personal electronics including tablets and videogame consoles. Auto makers hoped to seize on a rise in consumer spending as Western economies stepped up vaccinations and emerged from stagnation.\n“Even if you’re running at 100% capacity, supply is still not enough to meet demand, and lead time will increase,” said Wong Siew Hai, president of the Malaysia Semiconductor Industry Association, a business group formed in January in response to challenges caused by the pandemic. The problem, Mr. Wong said, is that demand exceeds full capacity while most factories are still running below their potential. He estimates that pandemic-related capacity constraints translated to hundreds of millions of dollars of “missed opportunities” in the country this year.\nIn theory, Malaysia’s semiconductor sector should be running optimally by late August as worker vaccination rates for most companies reach the 80% threshold required to resume full operations, Mr. Wong said. In practice, factory output could be uneven for the next two or three quarters, until the entire country reaches a higher vaccination rate and transmission slows. Malaysia has fully vaccinated almost 45% of its population, according to Our World in Data.\nMeanwhile, factories might be forced to shut down temporarily because of breakthrough infections among vaccinated staff, or they might have sporadic shortages related to workers being quarantined after coming into contact with an infected person, even if the workers are fully vaccinated.\nStaff shortages due to quarantine requirements are a persistent problem not just on the factory floor, but for workers in related industries, such as truck drivers and cleaners. The staff shortages could cause significant disruptions in the weeks ahead, possibly longer, according to David Lacey, president of Frepenca, an industry group based in Malaysia’s industrial hub of Penang, where many semiconductor factories are located. “We’re starting to see industry capacity impacted by worker shortages, and the worker shortages are caused by quarantine rules,” Mr. Lacey said. “We need to keep the rules in sync with the situation, and the rules in place now are the same ones we had pre-vaccination.”\nChip makers said the situation remains dynamic and could be volatile into next year. A spokesperson for Infineon Technologies AG , a German semiconductor supplier that manufactures products in Malaysia, said the company expects shortages to persist into 2022, as demand remains high and significantly outstrips supply.\n“Today’s semiconductor supply chain is complex to the degree that you may have to go through multiple locations in multiple countries in multiple regions just to get this one piece, this one tiny part of your final product,” said Mr. Heng, of Globetronics. “But we’ll figure out a way to overcome this. We’re all still in learning mode.”","news_type":1,"symbols_score_info":{"GM":0.9,"F":0.9,"TM":0.9}},"isVote":1,"tweetType":1,"viewCount":2914,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":819616127,"gmtCreate":1630063893269,"gmtModify":1676530214298,"author":{"id":"4087475222144080","authorId":"4087475222144080","name":"AuroraJ","avatar":"https://static.tigerbbs.com/a0c9715bb8ca251a5197d8ed49713ec0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087475222144080","authorIdStr":"4087475222144080"},"themes":[],"htmlText":"Good move!&nbsp;","listText":"Good move!&nbsp;","text":"Good move!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/819616127","repostId":"1172124726","repostType":4,"repost":{"id":"1172124726","kind":"news","pubTimestamp":1630058225,"share":"https://ttm.financial/m/news/1172124726?lang=en_US&edition=fundamental","pubTime":"2021-08-27 17:57","market":"us","language":"en","title":"Airbnb allowing anyone to host Afghanistan refugees, not just hosts","url":"https://stock-news.laohu8.com/highlight/detail?id=1172124726","media":"FOX Business","summary":"Airbnb, Inc. is allowing anyone around the world to host refugees from Afghanistan through the vacat","content":"<p><a href=\"https://laohu8.com/S/ABNB\">Airbnb, Inc.</a> is allowing anyone around the world to host refugees from&nbsp;Afghanistan&nbsp;through the vacation&nbsp;rental platform&nbsp;rather than just regular hosts.</p>\n<p>The announcement comes after the company said Tuesday that it would be covering the cost of temporary housing for 20,000 refugees&nbsp;in an effort to help them escape the rule of the Taliban and resettle in safer areas around the world as the U.S. military withdraws from the country.</p>\n<p>The platform saw \"enormous interest\" from those willing to help house refugees, spokesperson Faith Hoffmeyer told FOX Business.</p>\n<p>\"So, as of this morning, Airbnb is making it possible for anyone — not only current Airbnb Hosts — to sign up to house Afghan refugees on Airbnb.org. Anyone can go to Airbnb.org/refugees to support the effort,\" she said.</p>\n<p>Airbnb will waive all fees for those existing Airbnb hosts and anyone else who has extra space to temporarily house refugees at a discounted price or free of charge, according to a press release. Those who cannot rent out or provide free space can also donate to Airbnb to support the effort.</p>\n<p>\"In many cases, we have heard from people who want to offer their space free of charge,\" the company said in a press release. \"The response has been overwhelming and today we’re sharing more details on how people can help us expand on efforts to meet this unprecedented need for temporary, emergency stays for refugees arriving from Afghanistan.\"</p>\n<p>Airbnb partnered with International Rescue Committee, HIAS and Church World Service to make the housing program possible.</p>\n<p>Approximately 25,000 refugees have stayed in Airbnb rentals over the past four years, the rental service said.</p>","source":"lsy1602566126337","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>Airbnb allowing anyone to host Afghanistan refugees, not just hosts</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\">\nAirbnb allowing anyone to host Afghanistan refugees, not just hosts\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-27 17:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.foxbusiness.com/technology/airbnb-anyone-host-afghanistan-refugees><strong>FOX Business</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Airbnb, Inc. is allowing anyone around the world to host refugees from Afghanistan through the vacation rental platform rather than just regular hosts.\nThe announcement comes after the company said ...</p>\n\n<a href=\"https://www.foxbusiness.com/technology/airbnb-anyone-host-afghanistan-refugees\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ABNB":"爱彼迎"},"source_url":"https://www.foxbusiness.com/technology/airbnb-anyone-host-afghanistan-refugees","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172124726","content_text":"Airbnb, Inc. is allowing anyone around the world to host refugees from Afghanistan through the vacation rental platform rather than just regular hosts.\nThe announcement comes after the company said Tuesday that it would be covering the cost of temporary housing for 20,000 refugees in an effort to help them escape the rule of the Taliban and resettle in safer areas around the world as the U.S. military withdraws from the country.\nThe platform saw \"enormous interest\" from those willing to help house refugees, spokesperson Faith Hoffmeyer told FOX Business.\n\"So, as of this morning, Airbnb is making it possible for anyone — not only current Airbnb Hosts — to sign up to house Afghan refugees on Airbnb.org. Anyone can go to Airbnb.org/refugees to support the effort,\" she said.\nAirbnb will waive all fees for those existing Airbnb hosts and anyone else who has extra space to temporarily house refugees at a discounted price or free of charge, according to a press release. Those who cannot rent out or provide free space can also donate to Airbnb to support the effort.\n\"In many cases, we have heard from people who want to offer their space free of charge,\" the company said in a press release. \"The response has been overwhelming and today we’re sharing more details on how people can help us expand on efforts to meet this unprecedented need for temporary, emergency stays for refugees arriving from Afghanistan.\"\nAirbnb partnered with International Rescue Committee, HIAS and Church World Service to make the housing program possible.\nApproximately 25,000 refugees have stayed in Airbnb rentals over the past four years, the rental service said.","news_type":1,"symbols_score_info":{"ABNB":0.9}},"isVote":1,"tweetType":1,"viewCount":2847,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":810269386,"gmtCreate":1629981307845,"gmtModify":1676530191046,"author":{"id":"4087475222144080","authorId":"4087475222144080","name":"AuroraJ","avatar":"https://static.tigerbbs.com/a0c9715bb8ca251a5197d8ed49713ec0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087475222144080","authorIdStr":"4087475222144080"},"themes":[],"htmlText":"Not now perhaps ?&nbsp;","listText":"Not now perhaps ?&nbsp;","text":"Not now perhaps ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/810269386","repostId":"1189151442","repostType":4,"repost":{"id":"1189151442","kind":"news","pubTimestamp":1629980830,"share":"https://ttm.financial/m/news/1189151442?lang=en_US&edition=fundamental","pubTime":"2021-08-26 20:27","market":"us","language":"en","title":"3 Expert Opinions On Amazon Stock: Is It A Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=1189151442","media":"TheStreet","summary":"Since Q2 earnings day, Amazon stock has fizzled. Today, the Amazon Maven breaks down three of the mo","content":"<p>Since Q2 earnings day, Amazon stock has fizzled. Today, the Amazon Maven breaks down three of the most recent takes on AMZN from Wall Street equity researchers and experts.</p>\n<p>Since July, Amazon stock&nbsp;owners have seen their shares drop while investors reset their expectations on e-commerce. Online retail has failed to maintain momentum in a post-pandemic environment, as consumer shopping habits have shifted closer to brick-and-mortar in 2021.</p>\n<p>As the main player in US e-commerce, Amazon benefited from a sharp, but in part temporary consumption shift to the online channel in 2020. But with restrictions eased,Amazon’s Q2 report showed&nbsp;that aggressive growth rates may not be sustainable.</p>\n<p>As physical stores gradually reopen, what will happen to Amazon’s financial performance? And what should investors expect of AMZN stock? Today, the Amazon Maven looks at a few theses.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c1be54c5dedec1015d3b333406eaa9cb\" tg-width=\"1240\" tg-height=\"858\" width=\"100%\" height=\"auto\"><span>Figure 1: Amazon's headquarters in Seattle, WA.</span></p>\n<p><b>e-Commerce: the pandemic outlier</b></p>\n<p>As&nbsp;the Amazon Maven has recently pointed out, Wall Street might have gotten carried away by Amazon’s 2020 results and projected unrealistic expectations for 2021. Because the COVID-19 crisis has scaled back, astronomic growth projections had to be readjusted. As a result, some fund managers chose to shift their portfolio allocations as well.</p>\n<p>In its Q2 2021 investor letter, investment firm Nelson Capital Management&nbsp;shared&nbsp;its views for Amazon stock. The quote below does not necessarily paint a bearish picture for Amazon, but a less bullish one for the current year instead.</p>\n<blockquote>\n \"In the consumer discretionary sector, we trimmed pandemic winners in favor of companies we believe will outperform in a recovery period. We reduced our position in Amazon following its stellar performance through the pandemic. Though we believe online shopping is here to stay, we think some portion of consumer wallet share will transition to services and experiences.\"\n</blockquote>\n<p><b>The longer-term perspective</b></p>\n<p>Despite having disappointed analysts' expectations in Q2, Amazon’s long-term fundamentals are arguably as solid as they have ever been. Bezos’ behemoth is not only a leader in fast-growing markets, but it also has a competent management team that has been executing as strongly as possible.</p>\n<p>In a recently published analysis piece, boutique investment firm Livy Investment Research&nbsp;concluded&nbsp;that the e-commerce giant has its sails well adjusted for the journey ahead.</p>\n<blockquote>\n “Combined with society’s increasing reliance on e-commerce and demand for cloud computing infrastructure in the ongoing transition to digital, which are favorable trends to Amazon’s anchor businesses – Amazon.com and AWS cloud services – the company is slated to lead with promising uptrends in the next five years and beyond.”\n</blockquote>\n<p><b>Inflation is coming</b></p>\n<p>Jim Cramer has a bit of a hot take&nbsp;on Amazon stock. As the possibility of a sharp increase in consumer prices remains on the table, concerning some analysts, the Mad Money host believes that investors should focus on companies that have pricing power over their competitors.</p>\n<p>Below is what Mr. Cramer had to say about Amazon and other Big Techs:</p>\n<blockquote>\n “When you try to think of what’s working in this market... I want you to ask yourself, would you be insensitive to a price increase if the company put one through? [What are] the companies that can raise prices without infuriating you? Go buy their stocks.”\n</blockquote>\n<p><b>The Amazon Maven’s view</b></p>\n<p>After overestimating Amazon’s growth in 2021, it is understandable that analysts would turn cautious in the short term as to avoid making the same mistake again.</p>\n<p>Still, we point out that the consensus view on AMZN stock is consistent with the company’s more bullish, longer-term narrative. Even the most pessimistic of analysts have maintained their buy ratings on the stock after Q2 earnings, underscoring the idea that AMZN is probably a good stock to have in most buy-and-hold portfolios.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Expert Opinions On Amazon Stock: Is It A Buy?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Expert Opinions On Amazon Stock: Is It A Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-26 20:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/amazon/stock/3-expert-opinions-on-amazon-stock-is-it-a-buy><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Since Q2 earnings day, Amazon stock has fizzled. Today, the Amazon Maven breaks down three of the most recent takes on AMZN from Wall Street equity researchers and experts.\nSince July, Amazon stock ...</p>\n\n<a href=\"https://www.thestreet.com/amazon/stock/3-expert-opinions-on-amazon-stock-is-it-a-buy\">Source 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://www.thestreet.com/amazon/stock/3-expert-opinions-on-amazon-stock-is-it-a-buy","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189151442","content_text":"Since Q2 earnings day, Amazon stock has fizzled. Today, the Amazon Maven breaks down three of the most recent takes on AMZN from Wall Street equity researchers and experts.\nSince July, Amazon stock owners have seen their shares drop while investors reset their expectations on e-commerce. Online retail has failed to maintain momentum in a post-pandemic environment, as consumer shopping habits have shifted closer to brick-and-mortar in 2021.\nAs the main player in US e-commerce, Amazon benefited from a sharp, but in part temporary consumption shift to the online channel in 2020. But with restrictions eased,Amazon’s Q2 report showed that aggressive growth rates may not be sustainable.\nAs physical stores gradually reopen, what will happen to Amazon’s financial performance? And what should investors expect of AMZN stock? Today, the Amazon Maven looks at a few theses.\nFigure 1: Amazon's headquarters in Seattle, WA.\ne-Commerce: the pandemic outlier\nAs the Amazon Maven has recently pointed out, Wall Street might have gotten carried away by Amazon’s 2020 results and projected unrealistic expectations for 2021. Because the COVID-19 crisis has scaled back, astronomic growth projections had to be readjusted. As a result, some fund managers chose to shift their portfolio allocations as well.\nIn its Q2 2021 investor letter, investment firm Nelson Capital Management shared its views for Amazon stock. The quote below does not necessarily paint a bearish picture for Amazon, but a less bullish one for the current year instead.\n\n \"In the consumer discretionary sector, we trimmed pandemic winners in favor of companies we believe will outperform in a recovery period. We reduced our position in Amazon following its stellar performance through the pandemic. Though we believe online shopping is here to stay, we think some portion of consumer wallet share will transition to services and experiences.\"\n\nThe longer-term perspective\nDespite having disappointed analysts' expectations in Q2, Amazon’s long-term fundamentals are arguably as solid as they have ever been. Bezos’ behemoth is not only a leader in fast-growing markets, but it also has a competent management team that has been executing as strongly as possible.\nIn a recently published analysis piece, boutique investment firm Livy Investment Research concluded that the e-commerce giant has its sails well adjusted for the journey ahead.\n\n “Combined with society’s increasing reliance on e-commerce and demand for cloud computing infrastructure in the ongoing transition to digital, which are favorable trends to Amazon’s anchor businesses – Amazon.com and AWS cloud services – the company is slated to lead with promising uptrends in the next five years and beyond.”\n\nInflation is coming\nJim Cramer has a bit of a hot take on Amazon stock. As the possibility of a sharp increase in consumer prices remains on the table, concerning some analysts, the Mad Money host believes that investors should focus on companies that have pricing power over their competitors.\nBelow is what Mr. Cramer had to say about Amazon and other Big Techs:\n\n “When you try to think of what’s working in this market... I want you to ask yourself, would you be insensitive to a price increase if the company put one through? [What are] the companies that can raise prices without infuriating you? Go buy their stocks.”\n\nThe Amazon Maven’s view\nAfter overestimating Amazon’s growth in 2021, it is understandable that analysts would turn cautious in the short term as to avoid making the same mistake again.\nStill, we point out that the consensus view on AMZN stock is consistent with the company’s more bullish, longer-term narrative. Even the most pessimistic of analysts have maintained their buy ratings on the stock after Q2 earnings, underscoring the idea that AMZN is probably a good stock to have in most buy-and-hold portfolios.","news_type":1,"symbols_score_info":{"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":3126,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":837259990,"gmtCreate":1629895760010,"gmtModify":1676530164872,"author":{"id":"4087475222144080","authorId":"4087475222144080","name":"AuroraJ","avatar":"https://static.tigerbbs.com/a0c9715bb8ca251a5197d8ed49713ec0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087475222144080","authorIdStr":"4087475222144080"},"themes":[],"htmlText":"? Hmmm","listText":"? Hmmm","text":"? Hmmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/837259990","repostId":"1179982896","repostType":4,"isVote":1,"tweetType":1,"viewCount":2854,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":834240659,"gmtCreate":1629809748271,"gmtModify":1676530137958,"author":{"id":"4087475222144080","authorId":"4087475222144080","name":"AuroraJ","avatar":"https://static.tigerbbs.com/a0c9715bb8ca251a5197d8ed49713ec0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087475222144080","authorIdStr":"4087475222144080"},"themes":[],"htmlText":"Risky investment&nbsp;","listText":"Risky investment&nbsp;","text":"Risky investment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/834240659","repostId":"2161808519","repostType":4,"isVote":1,"tweetType":1,"viewCount":4876,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"following","isTTM":true}