Hannee personal page - To The Moon

Hannee

Hannee

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2021-07-21

$SINGAPORE AIRLINES LTD(C6L.SI)$This will drop more as positive cases increasing now!

2021-08-07

$DBS GROUP HOLDINGS LTD(D05.SI)$Strong buy due to dividend declare high. May beit us time to sell after up so much this few days!

2021-06-26

Sp500 is good indicator for stock rising.

Sorry, the original content has been removed

2021-06-15

What reason this stock up so much?

Opening: Hang Seng Index opened 0.36% higher, blockchain concept stocks surged

2021-07-29

$DBS GROUP HOLDINGS LTD(D05.SI)$With the lifted of dividend payout, it is certainlyattract more investor. If can hit above last resistance of 30.80. Should be next TOP.

2021-07-03

[Happy]

AMC Options Traders Aren't Discouraged, Repeatedly Hammer Calls

2021-09-07

$TENCENT(00700)$520 obviously is resistance to up further, as previously there is a big gap. If hit 520 above, next level would be 580. [Smile] [Happy]

2021-06-22

Why hdl drooped so much? China unlocked now. Consuming should boost up!

Haidilao falls to the bottom of the sea

2021-06-03

Huawei will affect xm share price ! Be careful !!

Sorry, the original content has been removed

2021-07-31

$DBS GROUP HOLDINGS LTD(D05.SI)$ Drop in Friday due to investor cash out. Got chance for new wave, as old batch investor has left and cash out :)

Go to Tiger App to see more news

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href=\"https://laohu8.com/S/00700\">$TENCENT(00700)$</a>520 obviously is resistance to up further, as previously there is a big gap. If hit 520 above, next level would be 580. [Smile]&nbsp;[Happy]&nbsp;","listText":"<a href=\"https://laohu8.com/S/00700\">$TENCENT(00700)$</a>520 obviously is resistance to up further, as previously there is a big gap. If hit 520 above, next level would be 580. [Smile]&nbsp;[Happy]&nbsp;","text":"$TENCENT(00700)$520 obviously is resistance to up further, as previously there is a big gap. If hit 520 above, next level would be 580. [Smile] [Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/880003492","isVote":1,"tweetType":1,"viewCount":3529,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3578029344203599","authorId":"3578029344203599","name":"relx分销者","avatar":"https://static.tigerbbs.com/7eaa979376989e28bb9e6c34d588258a","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3578029344203599","idStr":"3578029344203599"},"content":"As long as Tencent continues to buy back, what is 520? If it doesn't buy back, it will face a callback of one to two weeks, to about 480","text":"As long as Tencent continues to buy back, what is 520? If it doesn't buy back, it will face a callback of one to two weeks, to about 480","html":"As long as Tencent continues to buy back, what is 520? If it doesn't buy back, it will face a callback of one to two weeks, to about 480"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":817381104,"gmtCreate":1630907415408,"gmtModify":1676530417916,"author":{"id":"3557531278630339","authorId":"3557531278630339","name":"Hannee","avatar":"https://static.tigerbbs.com/2a23162818c1e2b051d79f5521b6ee57","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3557531278630339","idStr":"3557531278630339"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00700\">$TENCENT(00700)$</a>IIf can hit 510 today, next trend is 530. Seems like no strength to up anymore today. Hope 330pm have more energy.&nbsp;","listText":"<a href=\"https://laohu8.com/S/00700\">$TENCENT(00700)$</a>IIf can hit 510 today, next trend is 530. Seems like no strength to up anymore today. Hope 330pm have more energy.&nbsp;","text":"$TENCENT(00700)$IIf can hit 510 today, next trend is 530. Seems like no strength to up anymore today. Hope 330pm have more energy.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/817381104","isVote":1,"tweetType":1,"viewCount":2777,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":819160842,"gmtCreate":1630045363686,"gmtModify":1676530209390,"author":{"id":"3557531278630339","authorId":"3557531278630339","name":"Hannee","avatar":"https://static.tigerbbs.com/2a23162818c1e2b051d79f5521b6ee57","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3557531278630339","idStr":"3557531278630339"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/08491\">$Cool Link(08491)$</a>Liquidate ? How about my money all gone?","listText":"<a href=\"https://laohu8.com/S/08491\">$Cool Link(08491)$</a>Liquidate ? How about my money all gone?","text":"$Cool Link(08491)$Liquidate ? How about my money all gone?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/819160842","isVote":1,"tweetType":1,"viewCount":2601,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":891375273,"gmtCreate":1628343685892,"gmtModify":1703505253567,"author":{"id":"3557531278630339","authorId":"3557531278630339","name":"Hannee","avatar":"https://static.tigerbbs.com/2a23162818c1e2b051d79f5521b6ee57","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3557531278630339","idStr":"3557531278630339"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/D05.SI\">$DBS GROUP HOLDINGS LTD(D05.SI)$</a>Strong buy due to dividend declare high. May beit us time to sell after up so much this few days!&nbsp;","listText":"<a href=\"https://laohu8.com/S/D05.SI\">$DBS GROUP HOLDINGS LTD(D05.SI)$</a>Strong buy due to dividend declare high. May beit us time to sell after up so much this few days!&nbsp;","text":"$DBS GROUP HOLDINGS LTD(D05.SI)$Strong buy due to dividend declare high. May beit us time to sell after up so much this few days!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/891375273","isVote":1,"tweetType":1,"viewCount":2690,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802166732,"gmtCreate":1627735576926,"gmtModify":1703495343040,"author":{"id":"3557531278630339","authorId":"3557531278630339","name":"Hannee","avatar":"https://static.tigerbbs.com/2a23162818c1e2b051d79f5521b6ee57","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3557531278630339","idStr":"3557531278630339"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/D05.SI\">$DBS GROUP HOLDINGS LTD(D05.SI)$</a> Drop in&nbsp;Friday due to investor cash out. Got chance for new wave, as old batch investor has left and cash out :)&nbsp;","listText":"<a href=\"https://laohu8.com/S/D05.SI\">$DBS GROUP HOLDINGS LTD(D05.SI)$</a> Drop in&nbsp;Friday due to investor cash out. Got chance for new wave, as old batch investor has left and cash out :)&nbsp;","text":"$DBS GROUP HOLDINGS LTD(D05.SI)$ Drop in Friday due to investor cash out. Got chance for new wave, as old batch investor has left and cash out :)","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/802166732","isVote":1,"tweetType":1,"viewCount":2602,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808969506,"gmtCreate":1627551593905,"gmtModify":1703492185211,"author":{"id":"3557531278630339","authorId":"3557531278630339","name":"Hannee","avatar":"https://static.tigerbbs.com/2a23162818c1e2b051d79f5521b6ee57","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3557531278630339","idStr":"3557531278630339"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/D05.SI\">$DBS GROUP HOLDINGS LTD(D05.SI)$</a>With the lifted of dividend payout, it is certainlyattract more investor. If can hit above last&nbsp;resistance of 30.80. Should be next TOP.&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/D05.SI\">$DBS GROUP HOLDINGS LTD(D05.SI)$</a>With the lifted of dividend payout, it is certainlyattract more investor. If can hit above last&nbsp;resistance of 30.80. Should be next TOP.&nbsp;&nbsp;","text":"$DBS GROUP HOLDINGS LTD(D05.SI)$With the lifted of dividend payout, it is certainlyattract more investor. If can hit above last resistance of 30.80. Should be next TOP.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/808969506","isVote":1,"tweetType":1,"viewCount":3373,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":176675916,"gmtCreate":1626883193735,"gmtModify":1703479980595,"author":{"id":"3557531278630339","authorId":"3557531278630339","name":"Hannee","avatar":"https://static.tigerbbs.com/2a23162818c1e2b051d79f5521b6ee57","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3557531278630339","idStr":"3557531278630339"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$</a>This will drop more as positive&nbsp;cases increasing now!&nbsp;","listText":"<a href=\"https://laohu8.com/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$</a>This will drop more as positive&nbsp;cases increasing now!&nbsp;","text":"$SINGAPORE AIRLINES LTD(C6L.SI)$This will drop more as positive cases increasing now!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/176675916","isVote":1,"tweetType":1,"viewCount":4207,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3571134598140592","authorId":"3571134598140592","name":"DaddyBili","avatar":"https://community-static.tradeup.com/news/7473fb92a37534d1fd8b9979bb1800f4","crmLevel":12,"crmLevelSwitch":1,"authorIdStr":"3571134598140592","idStr":"3571134598140592"},"content":"Haha it wont fall below $4.8","text":"Haha it wont fall below $4.8","html":"Haha it wont fall below $4.8"},{"author":{"id":"3576136587240958","authorId":"3576136587240958","name":"HiddenDragon","avatar":"https://community-static.tradeup.com/news/a928e10212f87484d3c118ff9bc7d29d","crmLevel":12,"crmLevelSwitch":1,"authorIdStr":"3576136587240958","idStr":"3576136587240958"},"content":"so predictable, I'll buy more if it drop.","text":"so predictable, I'll buy more if it drop.","html":"so predictable, I'll buy more if it drop."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":171368299,"gmtCreate":1626706891311,"gmtModify":1703763788104,"author":{"id":"3557531278630339","authorId":"3557531278630339","name":"Hannee","avatar":"https://static.tigerbbs.com/2a23162818c1e2b051d79f5521b6ee57","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3557531278630339","idStr":"3557531278630339"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03333\">$EVERGRANDE(03333)$</a>Omg! Government sure will take back this company!&nbsp;","listText":"<a href=\"https://laohu8.com/S/03333\">$EVERGRANDE(03333)$</a>Omg! Government sure will take back this company!&nbsp;","text":"$EVERGRANDE(03333)$Omg! Government sure will take back this company!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/171368299","isVote":1,"tweetType":1,"viewCount":3486,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":179623927,"gmtCreate":1626521075369,"gmtModify":1703761413542,"author":{"id":"3557531278630339","authorId":"3557531278630339","name":"Hannee","avatar":"https://static.tigerbbs.com/2a23162818c1e2b051d79f5521b6ee57","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3557531278630339","idStr":"3557531278630339"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09988\">$Alibaba(09988)$</a>Last minutes&nbsp;have 50m buying before market close, next&nbsp;Monday open high!&nbsp;","listText":"<a href=\"https://laohu8.com/S/09988\">$Alibaba(09988)$</a>Last minutes&nbsp;have 50m buying before market close, next&nbsp;Monday open high!&nbsp;","text":"$Alibaba(09988)$Last minutes have 50m buying before market close, next Monday open high!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/179623927","isVote":1,"tweetType":1,"viewCount":2260,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":147181420,"gmtCreate":1626341611160,"gmtModify":1703758249617,"author":{"id":"3557531278630339","authorId":"3557531278630339","name":"Hannee","avatar":"https://static.tigerbbs.com/2a23162818c1e2b051d79f5521b6ee57","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3557531278630339","idStr":"3557531278630339"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02318\">$PING AN(02318)$</a>Today all cash flow into 2318. Should be next wave soon!&nbsp;","listText":"<a href=\"https://laohu8.com/S/02318\">$PING AN(02318)$</a>Today all cash flow into 2318. Should be next wave soon!&nbsp;","text":"$PING AN(02318)$Today all cash flow into 2318. Should be next wave soon!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/147181420","isVote":1,"tweetType":1,"viewCount":2402,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":148739861,"gmtCreate":1626014916953,"gmtModify":1703751955195,"author":{"id":"3557531278630339","authorId":"3557531278630339","name":"Hannee","avatar":"https://static.tigerbbs.com/2a23162818c1e2b051d79f5521b6ee57","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3557531278630339","idStr":"3557531278630339"},"themes":[],"htmlText":"They must have R&amp;d for battery. Or find byd","listText":"They must have R&amp;d for battery. Or find byd","text":"They must have R&d for battery. Or find byd","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/148739861","repostId":"1166379040","repostType":4,"isVote":1,"tweetType":1,"viewCount":765,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":155973743,"gmtCreate":1625371903482,"gmtModify":1703740954001,"author":{"id":"3557531278630339","authorId":"3557531278630339","name":"Hannee","avatar":"https://static.tigerbbs.com/2a23162818c1e2b051d79f5521b6ee57","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3557531278630339","idStr":"3557531278630339"},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/155973743","repostId":"2148807114","repostType":4,"isVote":1,"tweetType":1,"viewCount":749,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":152260037,"gmtCreate":1625297513329,"gmtModify":1703740188623,"author":{"id":"3557531278630339","authorId":"3557531278630339","name":"Hannee","avatar":"https://static.tigerbbs.com/2a23162818c1e2b051d79f5521b6ee57","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3557531278630339","idStr":"3557531278630339"},"themes":[],"htmlText":"[Happy]&nbsp;","listText":"[Happy]&nbsp;","text":"[Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/152260037","repostId":"1136694264","repostType":4,"repost":{"id":"1136694264","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1625293431,"share":"https://ttm.financial/m/news/1136694264?lang=en_US&edition=fundamental","pubTime":"2021-07-03 14:23","market":"us","language":"en","title":"AMC Options Traders Aren't Discouraged, Repeatedly Hammer Calls","url":"https://stock-news.laohu8.com/highlight/detail?id=1136694264","media":"Benzinga","summary":"On Friday morning, Iceberg Researchannouncedit had taken a short position inAMC Entertainment Holdin","content":"<p>On Friday morning, Iceberg Researchannouncedit had taken a short position in<b>AMC Entertainment Holdings</b>AMC 4.08%. Iceberg said options traders have lost money due to the stock trading sideways for the month of June and that the pump around the stock looks shaky.</p>\n<p>The news didn’t stop institutions from continuously hammering AMC call contracts and on Friday options traders had purchased over $2.59 million worth. The expiration dates for the contracts ranged from today up until Dec. 17 and a few traders chose a strike price of a whopping $145.</p>\n<p>AMC’s stock broke bearishly from a symmetrical triangle it had formed through its sideways trading on Friday, but held a support level at $47.91 and bounced from it. Bulls would like to see the dip continue to be bought and for AMC to end the day by printing a hammer candlestick and closing above the 21-day exponential moving average.</p>\n<p><b>Why It’s Important:</b>When a sweep order occurs, it indicates the trader wanted to get into a position quickly and is anticipating an imminent large move in stock price. A sweeper pays market price for the call or put option instead of placing a bid, which sweeps the order book of multiple exchanges to fill the order immediately.</p>\n<p>These types of call option orders are usually made by institutions, and retail investors can find watching for sweepers useful because it indicates “smart money” has entered into a position.</p>\n<p><b>The AMC Option Trades:</b>Below is a look at the notable options alerts, courtesy ofBenzinga Pro:</p>\n<ul>\n <li>At 9:42 a.m., Friday a trader executed a call sweep near the bid of 265 AMC Entertainment options with a strike price of $59 expiring on July 9. The trade represented a $52,205 bullish bet for which the trader paid $1.97 per option contract.</li>\n <li>At 9:51 a.m., a trader executed a call sweep near the bid of 247 AMC Entertainment options with a strike price of $65 expiring on Aug. 20. The trade represented a $221,065 bullish bet for which the trader paid $8.95 per option contract.</li>\n <li>At 9:52 a.m., a trader executed a call sweep near the bid of 248 AMC Entertainment options with a strike price of $120 expiring on Dec. 17. The trade represented a $260,400 bullish bet for which the trader paid $10.50 per option contract.</li>\n <li>At 9:53 a.m., a trader executed a call sweep near the bid of 356 AMC Entertainment options with a strike price of $65 expiring on Aug. 20. The trade represented a $311,500 bullish bet for which the trader paid $8.75 per option contract.</li>\n <li>At 9:53 a.m., a trader executed a call sweep near the bid of 310 AMC Entertainment options with a strike price of $65 expiring on Aug. 20. The trade represented a $266,600 bullish bet for which the trader paid $8.60 per option contract.</li>\n <li>At 9:56 a.m., a trader executed a call sweep near the bid of 310 AMC Entertainment options with a strike price of $65 expiring on Aug. 20. The trade represented a $266,600 bullish bet for which the trader paid $8.60 per option contract.</li>\n <li>At 9:57 a.m., a trader executed a call sweep near the bid of 300 AMC Entertainment options with a strike price of $28 expiring on July 2. The trade represented a $221,065 bullish bet for which the trader paid $23.40 per option contract.</li>\n <li>At 9:58 a.m., a trader executed a call sweep near the bid of 289 AMC Entertainment options with a strike price of $120 expiring on Dec., 17. The trade represented a $303,450 bullish bet for which the trader paid $10.50 per option contract.</li>\n <li>At 9:58 a.m., a trader executed a call sweep near the bid of 580 AMC Entertainment options with a strike price of $55 expiring on July 16. The trade represented a $278,400 bullish bet for which the trader paid $4.80 per option contract.</li>\n <li>At 10:07 a.m., a trader executed a call sweep near the bid of 258 AMC Entertainment options with a strike price of $80 expiring on July 16. The trade represented a $39,216 bullish bet for which the trader paid $1.52 per option contract.</li>\n <li>At 10:24 a.m., a trader executed a call sweep near the bid of 352 AMC Entertainment options with a strike price of $50 expiring on July 2. The trade represented a $54,560 bullish bet for which the trader paid $1.55 per option contract.</li>\n <li>At 10:26 a.m., a trader executed a call sweep near the bid of 234 AMC Entertainment options with a strike price of $145 expiring on July 23. The trade represented a $39,216 bullish bet for which the trader paid $1.31 per option contract.</li>\n <li>At 10:31 a.m., a trader executed a call sweep near the bid of 224 AMC Entertainment options with a strike price of $145 expiring on Sept. 17. The trade represented a $105,280 bullish bet for which the trader paid $4.70 per option contract.</li>\n <li>At 10:38 a.m., a trader executed a call sweep near the bid of 500 AMC Entertainment options with a strike price of $47 expiring on July 2. The trade represented a $146,000 bullish bet for which the trader paid $2.92 per option contract.</li>\n <li>At 12:02 p.m., a trader executed a call sweep near the bid of 500 AMC Entertainment options with a strike price of $45 expiring on July 9. The trade represented a $305,000 bullish bet for which the trader paid $6.10 per option contract.</li>\n</ul>\n<p><b>AMC Price Action:</b>Shares of AMC Entertainment were trading down 5.3% to $51.33 at publication time.</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>AMC Options Traders Aren't Discouraged, Repeatedly Hammer Calls</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\">\nAMC Options Traders Aren't Discouraged, Repeatedly Hammer Calls\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/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-07-03 14:23</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>On Friday morning, Iceberg Researchannouncedit had taken a short position in<b>AMC Entertainment Holdings</b>AMC 4.08%. Iceberg said options traders have lost money due to the stock trading sideways for the month of June and that the pump around the stock looks shaky.</p>\n<p>The news didn’t stop institutions from continuously hammering AMC call contracts and on Friday options traders had purchased over $2.59 million worth. The expiration dates for the contracts ranged from today up until Dec. 17 and a few traders chose a strike price of a whopping $145.</p>\n<p>AMC’s stock broke bearishly from a symmetrical triangle it had formed through its sideways trading on Friday, but held a support level at $47.91 and bounced from it. Bulls would like to see the dip continue to be bought and for AMC to end the day by printing a hammer candlestick and closing above the 21-day exponential moving average.</p>\n<p><b>Why It’s Important:</b>When a sweep order occurs, it indicates the trader wanted to get into a position quickly and is anticipating an imminent large move in stock price. A sweeper pays market price for the call or put option instead of placing a bid, which sweeps the order book of multiple exchanges to fill the order immediately.</p>\n<p>These types of call option orders are usually made by institutions, and retail investors can find watching for sweepers useful because it indicates “smart money” has entered into a position.</p>\n<p><b>The AMC Option Trades:</b>Below is a look at the notable options alerts, courtesy ofBenzinga Pro:</p>\n<ul>\n <li>At 9:42 a.m., Friday a trader executed a call sweep near the bid of 265 AMC Entertainment options with a strike price of $59 expiring on July 9. The trade represented a $52,205 bullish bet for which the trader paid $1.97 per option contract.</li>\n <li>At 9:51 a.m., a trader executed a call sweep near the bid of 247 AMC Entertainment options with a strike price of $65 expiring on Aug. 20. The trade represented a $221,065 bullish bet for which the trader paid $8.95 per option contract.</li>\n <li>At 9:52 a.m., a trader executed a call sweep near the bid of 248 AMC Entertainment options with a strike price of $120 expiring on Dec. 17. The trade represented a $260,400 bullish bet for which the trader paid $10.50 per option contract.</li>\n <li>At 9:53 a.m., a trader executed a call sweep near the bid of 356 AMC Entertainment options with a strike price of $65 expiring on Aug. 20. The trade represented a $311,500 bullish bet for which the trader paid $8.75 per option contract.</li>\n <li>At 9:53 a.m., a trader executed a call sweep near the bid of 310 AMC Entertainment options with a strike price of $65 expiring on Aug. 20. The trade represented a $266,600 bullish bet for which the trader paid $8.60 per option contract.</li>\n <li>At 9:56 a.m., a trader executed a call sweep near the bid of 310 AMC Entertainment options with a strike price of $65 expiring on Aug. 20. The trade represented a $266,600 bullish bet for which the trader paid $8.60 per option contract.</li>\n <li>At 9:57 a.m., a trader executed a call sweep near the bid of 300 AMC Entertainment options with a strike price of $28 expiring on July 2. The trade represented a $221,065 bullish bet for which the trader paid $23.40 per option contract.</li>\n <li>At 9:58 a.m., a trader executed a call sweep near the bid of 289 AMC Entertainment options with a strike price of $120 expiring on Dec., 17. The trade represented a $303,450 bullish bet for which the trader paid $10.50 per option contract.</li>\n <li>At 9:58 a.m., a trader executed a call sweep near the bid of 580 AMC Entertainment options with a strike price of $55 expiring on July 16. The trade represented a $278,400 bullish bet for which the trader paid $4.80 per option contract.</li>\n <li>At 10:07 a.m., a trader executed a call sweep near the bid of 258 AMC Entertainment options with a strike price of $80 expiring on July 16. The trade represented a $39,216 bullish bet for which the trader paid $1.52 per option contract.</li>\n <li>At 10:24 a.m., a trader executed a call sweep near the bid of 352 AMC Entertainment options with a strike price of $50 expiring on July 2. The trade represented a $54,560 bullish bet for which the trader paid $1.55 per option contract.</li>\n <li>At 10:26 a.m., a trader executed a call sweep near the bid of 234 AMC Entertainment options with a strike price of $145 expiring on July 23. The trade represented a $39,216 bullish bet for which the trader paid $1.31 per option contract.</li>\n <li>At 10:31 a.m., a trader executed a call sweep near the bid of 224 AMC Entertainment options with a strike price of $145 expiring on Sept. 17. The trade represented a $105,280 bullish bet for which the trader paid $4.70 per option contract.</li>\n <li>At 10:38 a.m., a trader executed a call sweep near the bid of 500 AMC Entertainment options with a strike price of $47 expiring on July 2. The trade represented a $146,000 bullish bet for which the trader paid $2.92 per option contract.</li>\n <li>At 12:02 p.m., a trader executed a call sweep near the bid of 500 AMC Entertainment options with a strike price of $45 expiring on July 9. The trade represented a $305,000 bullish bet for which the trader paid $6.10 per option contract.</li>\n</ul>\n<p><b>AMC Price Action:</b>Shares of AMC Entertainment were trading down 5.3% to $51.33 at publication time.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMC":"AMC院线"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136694264","content_text":"On Friday morning, Iceberg Researchannouncedit had taken a short position inAMC Entertainment HoldingsAMC 4.08%. Iceberg said options traders have lost money due to the stock trading sideways for the month of June and that the pump around the stock looks shaky.\nThe news didn’t stop institutions from continuously hammering AMC call contracts and on Friday options traders had purchased over $2.59 million worth. The expiration dates for the contracts ranged from today up until Dec. 17 and a few traders chose a strike price of a whopping $145.\nAMC’s stock broke bearishly from a symmetrical triangle it had formed through its sideways trading on Friday, but held a support level at $47.91 and bounced from it. Bulls would like to see the dip continue to be bought and for AMC to end the day by printing a hammer candlestick and closing above the 21-day exponential moving average.\nWhy It’s Important:When a sweep order occurs, it indicates the trader wanted to get into a position quickly and is anticipating an imminent large move in stock price. A sweeper pays market price for the call or put option instead of placing a bid, which sweeps the order book of multiple exchanges to fill the order immediately.\nThese types of call option orders are usually made by institutions, and retail investors can find watching for sweepers useful because it indicates “smart money” has entered into a position.\nThe AMC Option Trades:Below is a look at the notable options alerts, courtesy ofBenzinga Pro:\n\nAt 9:42 a.m., Friday a trader executed a call sweep near the bid of 265 AMC Entertainment options with a strike price of $59 expiring on July 9. The trade represented a $52,205 bullish bet for which the trader paid $1.97 per option contract.\nAt 9:51 a.m., a trader executed a call sweep near the bid of 247 AMC Entertainment options with a strike price of $65 expiring on Aug. 20. The trade represented a $221,065 bullish bet for which the trader paid $8.95 per option contract.\nAt 9:52 a.m., a trader executed a call sweep near the bid of 248 AMC Entertainment options with a strike price of $120 expiring on Dec. 17. The trade represented a $260,400 bullish bet for which the trader paid $10.50 per option contract.\nAt 9:53 a.m., a trader executed a call sweep near the bid of 356 AMC Entertainment options with a strike price of $65 expiring on Aug. 20. The trade represented a $311,500 bullish bet for which the trader paid $8.75 per option contract.\nAt 9:53 a.m., a trader executed a call sweep near the bid of 310 AMC Entertainment options with a strike price of $65 expiring on Aug. 20. The trade represented a $266,600 bullish bet for which the trader paid $8.60 per option contract.\nAt 9:56 a.m., a trader executed a call sweep near the bid of 310 AMC Entertainment options with a strike price of $65 expiring on Aug. 20. The trade represented a $266,600 bullish bet for which the trader paid $8.60 per option contract.\nAt 9:57 a.m., a trader executed a call sweep near the bid of 300 AMC Entertainment options with a strike price of $28 expiring on July 2. The trade represented a $221,065 bullish bet for which the trader paid $23.40 per option contract.\nAt 9:58 a.m., a trader executed a call sweep near the bid of 289 AMC Entertainment options with a strike price of $120 expiring on Dec., 17. The trade represented a $303,450 bullish bet for which the trader paid $10.50 per option contract.\nAt 9:58 a.m., a trader executed a call sweep near the bid of 580 AMC Entertainment options with a strike price of $55 expiring on July 16. The trade represented a $278,400 bullish bet for which the trader paid $4.80 per option contract.\nAt 10:07 a.m., a trader executed a call sweep near the bid of 258 AMC Entertainment options with a strike price of $80 expiring on July 16. The trade represented a $39,216 bullish bet for which the trader paid $1.52 per option contract.\nAt 10:24 a.m., a trader executed a call sweep near the bid of 352 AMC Entertainment options with a strike price of $50 expiring on July 2. The trade represented a $54,560 bullish bet for which the trader paid $1.55 per option contract.\nAt 10:26 a.m., a trader executed a call sweep near the bid of 234 AMC Entertainment options with a strike price of $145 expiring on July 23. The trade represented a $39,216 bullish bet for which the trader paid $1.31 per option contract.\nAt 10:31 a.m., a trader executed a call sweep near the bid of 224 AMC Entertainment options with a strike price of $145 expiring on Sept. 17. The trade represented a $105,280 bullish bet for which the trader paid $4.70 per option contract.\nAt 10:38 a.m., a trader executed a call sweep near the bid of 500 AMC Entertainment options with a strike price of $47 expiring on July 2. The trade represented a $146,000 bullish bet for which the trader paid $2.92 per option contract.\nAt 12:02 p.m., a trader executed a call sweep near the bid of 500 AMC Entertainment options with a strike price of $45 expiring on July 9. The trade represented a $305,000 bullish bet for which the trader paid $6.10 per option contract.\n\nAMC Price Action:Shares of AMC Entertainment were trading down 5.3% to $51.33 at publication time.","news_type":1,"symbols_score_info":{"AMC":0.9}},"isVote":1,"tweetType":1,"viewCount":638,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":150630630,"gmtCreate":1624895286520,"gmtModify":1703847457624,"author":{"id":"3557531278630339","authorId":"3557531278630339","name":"Hannee","avatar":"https://static.tigerbbs.com/2a23162818c1e2b051d79f5521b6ee57","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3557531278630339","idStr":"3557531278630339"},"themes":[],"htmlText":"Mean the next step is increase the interest soon!&nbsp;","listText":"Mean the next step is increase the interest soon!&nbsp;","text":"Mean the next step is increase the interest soon!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/150630630","repostId":"1129950691","repostType":4,"isVote":1,"tweetType":1,"viewCount":740,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":125845639,"gmtCreate":1624669318621,"gmtModify":1703843151535,"author":{"id":"3557531278630339","authorId":"3557531278630339","name":"Hannee","avatar":"https://static.tigerbbs.com/2a23162818c1e2b051d79f5521b6ee57","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3557531278630339","idStr":"3557531278630339"},"themes":[],"htmlText":"Sp500 is good indicator for stock rising.&nbsp;","listText":"Sp500 is good indicator for stock rising.&nbsp;","text":"Sp500 is good indicator for stock rising.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/125845639","repostId":"1177764085","repostType":4,"isVote":1,"tweetType":1,"viewCount":1039,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":126918044,"gmtCreate":1624541965888,"gmtModify":1703839813550,"author":{"id":"3557531278630339","authorId":"3557531278630339","name":"Hannee","avatar":"https://static.tigerbbs.com/2a23162818c1e2b051d79f5521b6ee57","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3557531278630339","idStr":"3557531278630339"},"themes":[],"htmlText":"Hope sp500 continue hit high!&nbsp;","listText":"Hope sp500 continue hit high!&nbsp;","text":"Hope sp500 continue hit high!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/126918044","repostId":"1167326019","repostType":4,"repost":{"id":"1167326019","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1624541460,"share":"https://ttm.financial/m/news/1167326019?lang=en_US&edition=fundamental","pubTime":"2021-06-24 21:31","market":"us","language":"en","title":"S&P 500 rises to retake record at the open, wiping out last week’s Fed swoon","url":"https://stock-news.laohu8.com/highlight/detail?id=1167326019","media":"Tiger Newspress","summary":"(June 24) The S&P 500 climbed on Thursday, surpassing its record high set a week ago as the market f","content":"<p>(June 24)&nbsp;The S&amp;P 500 climbed on Thursday, surpassing its record high set a week ago as the market fully recovered losses triggered by the Federal Reserve’s surprise policy pivot.</p>\n<p>The broad equity benchmark rose 0.5% to hit an all-time high, retaking its previous record on June 14. The Dow Jones Industrial Average added 207 points, or 0.6%. The Nasdaq Composite jumped 0.6% to reach another record.</p>\n<p>A broad group of stocks gained to push the benchmarks to new highs. Tesla added more than 2%, while GM and Caterpillar each gained about 1%.</p>\n<p>Data out Thursday showed jobless claimstotaled 411,000for the week ended June 19, higher than an estimate of 380,000 from economists polled by Dow Jones.</p>\n<p>Traders are also monitoringinfrastructure package negotiations.A bipartisan group of Senators that have made progress on a plan will meet President Joe Biden at the White House Thursday. The lawmakers have worked for weeks to craft a roughly $1 trillion package that could get through Congress with support from both parties. Republicans have fought the president’s proposal to hike the corporate tax rate to 28% from 21%</p>\n<p>Bank shares gained ahead of theFed's annual bank stress test results, which are scheduled for release after the bell on Thursday. The test examines how banks fare during various hypothetical economic downturns. Banks were forced to freeze dividends and stop buybacks during the pandemic. These results should give them the greenlight to eventually raise payouts. Goldman Sachs shares rose about 1%.</p>\n<p>Despite Wednesday's hiccup, the three major indexes are up more than 1% this week, rallying from a sell-off last week after the Fed heightened inflation expectations and forecast rate hikes as soon as 2023. Comments from Fed Chair Jerome Powell during a Congressional testimony Tuesdayreiterated that inflation pressures should be temporary, which seemed to soothe market sentiment.</p>\n<p>\"Beneath the optimism, markets are at risk of becoming complacent – and vulnerable to shocks. Any signal that interest rates and bond yields could rise, even in the absence of pronounced inflationary pressure, could shatter market exuberance,\" Gaurav Mallik,&nbsp;chief portfolio strategist&nbsp;at&nbsp;State Street&nbsp;Global Advisors, said.</p>\n<p>\"Central banks will walk a tightrope between allowing the economy to run hot – which history has shown to be a bad idea – and managing inflation risk,\" he added.</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>S&P 500 rises to retake record at the open, wiping out last week’s Fed swoon</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nS&P 500 rises to retake record at the open, wiping out last week’s Fed swoon\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-06-24 21:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(June 24)&nbsp;The S&amp;P 500 climbed on Thursday, surpassing its record high set a week ago as the market fully recovered losses triggered by the Federal Reserve’s surprise policy pivot.</p>\n<p>The broad equity benchmark rose 0.5% to hit an all-time high, retaking its previous record on June 14. The Dow Jones Industrial Average added 207 points, or 0.6%. The Nasdaq Composite jumped 0.6% to reach another record.</p>\n<p>A broad group of stocks gained to push the benchmarks to new highs. Tesla added more than 2%, while GM and Caterpillar each gained about 1%.</p>\n<p>Data out Thursday showed jobless claimstotaled 411,000for the week ended June 19, higher than an estimate of 380,000 from economists polled by Dow Jones.</p>\n<p>Traders are also monitoringinfrastructure package negotiations.A bipartisan group of Senators that have made progress on a plan will meet President Joe Biden at the White House Thursday. The lawmakers have worked for weeks to craft a roughly $1 trillion package that could get through Congress with support from both parties. Republicans have fought the president’s proposal to hike the corporate tax rate to 28% from 21%</p>\n<p>Bank shares gained ahead of theFed's annual bank stress test results, which are scheduled for release after the bell on Thursday. The test examines how banks fare during various hypothetical economic downturns. Banks were forced to freeze dividends and stop buybacks during the pandemic. These results should give them the greenlight to eventually raise payouts. Goldman Sachs shares rose about 1%.</p>\n<p>Despite Wednesday's hiccup, the three major indexes are up more than 1% this week, rallying from a sell-off last week after the Fed heightened inflation expectations and forecast rate hikes as soon as 2023. Comments from Fed Chair Jerome Powell during a Congressional testimony Tuesdayreiterated that inflation pressures should be temporary, which seemed to soothe market sentiment.</p>\n<p>\"Beneath the optimism, markets are at risk of becoming complacent – and vulnerable to shocks. Any signal that interest rates and bond yields could rise, even in the absence of pronounced inflationary pressure, could shatter market exuberance,\" Gaurav Mallik,&nbsp;chief portfolio strategist&nbsp;at&nbsp;State Street&nbsp;Global Advisors, said.</p>\n<p>\"Central banks will walk a tightrope between allowing the economy to run hot – which history has shown to be a bad idea – and managing inflation risk,\" he added.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","SPY":"标普500ETF"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167326019","content_text":"(June 24) The S&P 500 climbed on Thursday, surpassing its record high set a week ago as the market fully recovered losses triggered by the Federal Reserve’s surprise policy pivot.\nThe broad equity benchmark rose 0.5% to hit an all-time high, retaking its previous record on June 14. The Dow Jones Industrial Average added 207 points, or 0.6%. The Nasdaq Composite jumped 0.6% to reach another record.\nA broad group of stocks gained to push the benchmarks to new highs. Tesla added more than 2%, while GM and Caterpillar each gained about 1%.\nData out Thursday showed jobless claimstotaled 411,000for the week ended June 19, higher than an estimate of 380,000 from economists polled by Dow Jones.\nTraders are also monitoringinfrastructure package negotiations.A bipartisan group of Senators that have made progress on a plan will meet President Joe Biden at the White House Thursday. The lawmakers have worked for weeks to craft a roughly $1 trillion package that could get through Congress with support from both parties. Republicans have fought the president’s proposal to hike the corporate tax rate to 28% from 21%\nBank shares gained ahead of theFed's annual bank stress test results, which are scheduled for release after the bell on Thursday. The test examines how banks fare during various hypothetical economic downturns. Banks were forced to freeze dividends and stop buybacks during the pandemic. These results should give them the greenlight to eventually raise payouts. Goldman Sachs shares rose about 1%.\nDespite Wednesday's hiccup, the three major indexes are up more than 1% this week, rallying from a sell-off last week after the Fed heightened inflation expectations and forecast rate hikes as soon as 2023. Comments from Fed Chair Jerome Powell during a Congressional testimony Tuesdayreiterated that inflation pressures should be temporary, which seemed to soothe market sentiment.\n\"Beneath the optimism, markets are at risk of becoming complacent – and vulnerable to shocks. Any signal that interest rates and bond yields could rise, even in the absence of pronounced inflationary pressure, could shatter market exuberance,\" Gaurav Mallik, chief portfolio strategist at State Street Global Advisors, said.\n\"Central banks will walk a tightrope between allowing the economy to run hot – which history has shown to be a bad idea – and managing inflation risk,\" he added.","news_type":1,"symbols_score_info":{".DJI":0.9,".SPX":0.9,"SPY":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":797,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":126078417,"gmtCreate":1624540332539,"gmtModify":1703839757469,"author":{"id":"3557531278630339","authorId":"3557531278630339","name":"Hannee","avatar":"https://static.tigerbbs.com/2a23162818c1e2b051d79f5521b6ee57","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3557531278630339","idStr":"3557531278630339"},"themes":[],"htmlText":"Gg!!","listText":"Gg!!","text":"Gg!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/126078417","repostId":"1172727653","repostType":4,"isVote":1,"tweetType":1,"viewCount":621,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":129027186,"gmtCreate":1624346323545,"gmtModify":1703834060460,"author":{"id":"3557531278630339","authorId":"3557531278630339","name":"Hannee","avatar":"https://static.tigerbbs.com/2a23162818c1e2b051d79f5521b6ee57","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3557531278630339","idStr":"3557531278630339"},"themes":[],"htmlText":"She is powerful lady !","listText":"She is powerful lady !","text":"She is powerful lady !","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/129027186","repostId":"2145603388","repostType":4,"repost":{"id":"2145603388","kind":"highlight","pubTimestamp":1624343547,"share":"https://ttm.financial/m/news/2145603388?lang=en_US&edition=fundamental","pubTime":"2021-06-22 14:32","market":"hk","language":"zh","title":"Miss Dong: What else can you come up with to save Gree?","url":"https://stock-news.laohu8.com/highlight/detail?id=2145603388","media":"格隆汇","summary":"董明珠的最后一搏","content":"<p><b>The original article was first published on June 21</b></p><p>Scolding friends and businessmen, scolding shareholders, fighting Baoneng, being an online celebrity, and where there is Miss Dong, there will always be earth-shocking actions.</p><p>Last night, Miss Dong waved her hand and gave 12,000 employees equity incentives at 27.68 yuan/share, equivalent to 50% off the current stock price. She alone accounted for 27% of the total, with a total amount of 800 million. Equity incentives are not unusual in listed companies, but the problem is that Miss Dong's price is cheap and has many benefits, and the conditions for equity incentives don't seem to be so difficult to achieve.<img src=\"https://static.tigerbbs.com/77da93f2e9f309abab3b87f182c7647d\" tg-width=\"1080\" tg-height=\"363\" referrerpolicy=\"no-referrer\">This leaves people behind the talk.<img src=\"https://static.tigerbbs.com/38dd29afd9c59a39e6f9bab3ad012058\" tg-width=\"560\" tg-height=\"537\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://static.tigerbbs.com/0a3b5276209f2a9f1a4cb4af931d88c6\" tg-width=\"570\" tg-height=\"773\" referrerpolicy=\"no-referrer\"></p><p>Gree's share price plummeted by more than 4% at the opening today, and ended with a drop of 4.79% throughout the day, which proves that the capital market has a great opinion on equity incentives.</p><p><img src=\"https://static.tigerbbs.com/5fe85dbe155ca360fcb77322303f08f5\" tg-width=\"1080\" tg-height=\"457\" referrerpolicy=\"no-referrer\"></p><p>However, questioning is questioning. Since Miss Dong dares to do it, it is probably a foregone conclusion. Anyone with a discerning eye can see that Miss Dong is playing a big game of chess, and this big game is more like Miss Dong's last battle.</p><p><h3>1</h3><h3><b>The cycle is downward, and the recovery is weak</b></h3>Compared with Midea, Gree's life is really not good. Although Midea's air-conditioning business is not as good as Gree's, the success of diversification makes it obviously in a leading position.</p><p>In 2020, Midea's revenue was 285.710 billion, a slight increase of 2.27% year-on-year, and its net profit was 27.507 billion, a year-on-year increase of 8.82%, while Gree's revenue was only 170.497 billion, a year-on-year decrease of 14.97%, and its net profit was 22.279 billion, a year-on-year decrease of 10.26%.</p><p>The latest market value is 507.2 billion for Midea and 307.4 billion for Gree. Gree is only 60% of Midea's. At the low level of the stock market in March last year, the market value of Midea and Gree was not much different, but one year later, Midea's stock price rose by 67%, while Gree's only rose by 10%.</p><p><img src=\"https://static.tigerbbs.com/7c32ddc97e0c42fe52ab9cce960c96ca\" tg-width=\"1080\" tg-height=\"629\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://static.tigerbbs.com/36a208956aadd36ad578c59e1987d412\" tg-width=\"1080\" tg-height=\"640\" referrerpolicy=\"no-referrer\"></p><p>Hillhouse invested 40 billion real gold platinum in 2019. Three years have passed now, but it has earned about 10 points. If half of the funds are bank loans, the annual interest paid alone, compared with other investments, Gree can be considered a failure.</p><p>Obviously, Gree is no longer brave, and the former big white horse has fallen to the position it is today, which makes people sigh. But all this actually stems from an obsession of Miss Dong.</p><p>At that time, with a strategic vision of understanding everything, Miss Dong firmly let Gree all in the air-conditioning track, which was very reasonable, because in the glorious era of real estate, home appliances as supporting facilities must benefit from this, but the only question is, what kind of home appliances benefit the most?</p><p>Miss Dong gave her own answer-air conditioning. Indeed, in all buildings, air-conditioning is the most indispensable. For example, office buildings can be without washing machines, refrigerators and televisions, communication rooms can also be without any household appliances, and so can restaurants, but if there is no air-conditioning, try? Especially on a hot day, it's simply impossible.</p><p>Miss Dong's logic is that,<b>I chose the greatest common denominator, and then struggled to the end to achieve the extreme. This is equivalent to saying, \"I occupy the largest share in the largest market segment of home appliances, and making money is a small case.\" This strategy directly pushes Gree to the position of the world's leading air conditioner boss.</b></p><p>In business, there is no right or wrong between single products and diversification. As long as you choose the right strategy at the right time, there is a possibility of success. However, there is no hundred days of reward, and any suitable strategy will fail with changes in the environment. When the dividends are released and the company needs to transform but it doesn't turn well, problems will arise.</p><p>Now Gree is just at this stage. It has missed the best opportunity for product diversification. The pit has been occupied by Midea, and the online channels are also half a beat slow. Now it is beginning to crazily remedy it. To make matters worse, the real estate is already in a cyclical downward trend, and the main income-air-conditioning business has suffered an irreversible downward trend.</p><p><h3>2</h3><h3><b>Cheng Ye Miss Dong, Fail Ye Miss Dong</b></h3>I believe Miss Dong can also see Gree's problem very clearly. She should also understand that she can't always walk on the leg of air conditioning, so she started to seek transformation for Gree very early, but the problem is that several major transformations are all thunder and rain. Make a mobile phone, and let it go; To make new energy vehicles, I stepped on the pit of Yinlong; Making chips, I still know what I did now.</p><p>From a general perspective, Miss Dong's strategic vision is worthy of recognition, and her ideas are also in place, such as connecting home appliances through mobile phones and doing IoT Internet of Things. This is a general trend that no one can deny. Xiaomi, Midea, Haier, and even Gome are involved; Not to mention making new energy vehicles, just look at how much capital is pouring into this track now; Chips have also attracted attention because of the Sino-US trade war.</p><p>Therefore, everyone is even more puzzled. Since the direction is not wrong, with Miss Dong's ability, as well as Gree's financial resources, talent strength, and technical strength, no matter what, it won't be what it is now. What happened to Gree?</p><p>In fact, from Dong Mingzhu to sit<a href=\"https://laohu8.com/S/000651\">Gree Electric</a>Since the day of the chairman, Gree has been deeply branded with Dong Mingzhu. It can be said that Dong Mingzhu is successful and Dong Mingzhu is defeated.</p><p>If you can sum up Dong Mingzhu's personality in one sentence, it is<b>stubborn</b>。</p><p>First of all, let me state that the stubbornness mentioned here is a neutral word, which has no rhythm in itself. The Chinese dictionary explains that \"the original refers to persistence, and the latter refers to persistence in prejudice\".</p><p>Therefore, if the direction is right, then stubbornness will become persistence to the end, with more praise; If the general direction is wrong, stubbornness will naturally become rigid and unflexible.</p><p>From Miss Dong's words and deeds, there are traces of her stubbornness everywhere. What she thinks is right can't tolerate opposition. For example, in those days, she tried to overcome public opinion and let Gree devote all the company's efforts to bet on air conditioners, and achieved great success; Another example is the fact that small and medium-sized shareholders were scolded because they opposed investing in Yinlong. The difference is that Yinlong ultimately proved to be a pit.</p><p>This also shows that the original opposition of small and medium-sized shareholders was correct. On the contrary, Dong Mingzhu is not perfect, and not every shot will win.</p><p>From the perspective of the company's life cycle, transformation is inevitable, but whether the transformation can be successful depends not only on the strategic vision of leaders, external competitive environment, policy environment, etc., but also on the company's own support for the transformation. For example, the organizational structure can adapt to the transformation, the financial resources are not enough, the talents can't be recruited, and so on. This is a systematic project, and if any link goes wrong, the transformation may fall into the sand.<b>Therefore, the reasonable explanation for several transformation failures is that Dong Mingzhu's strategic direction may conflict with Gree's own situation. In short, it is not seeking truth from facts.</b></p><p>The reason behind this problem is probably that Miss Dong has become a voice of Gree, and there are voices of opposition, and the feedback she gets is a burst of scolding, so the truly rational voice is drowned out.</p><p>In fact, from the perspective of corporate governance, shareholders, as investors, are absolutely qualified to deny proposals that they think are wrong. It is normal for shareholders to disagree with Gree's investment in Yinlong. After all, Gree is a home appliance manufacturer, and its involvement in electric vehicles is cross-border. This step is a bit big, so shareholders are cautious. This is a restriction and a wake-up call.</p><p>On the contrary, Miss Dong, although sitting in the position of chairman, is just a professional manager invited by the chairman. She is not alone in the company. What qualifications does she have to anger shareholders? Is it possible to really regard Gree as your own private backyard? Do whatever you want?</p><p>Of course, some people complained for Miss Dong. At that time, Zhuhai State-owned Assets Supervision and Administration Commission was the major shareholder of Gree, and the conservative and stable character of officials limited Miss Dong's performance, which indirectly made Gree miss many opportunities for transformation. If it weren't for Miss Dong's stubbornness, Gree would have fallen into the mediocrity, so Miss Dong took the greatest credit for Gree today.</p><p>However, Gree is the Gree of all shareholders, not the Gree of Miss Dong alone. If a public company is placed in the palm of one person's hand, then this person will easily expand. When the people below dare no longer raise objections, the majority of investors may have to ask for more blessings.</p><p><h3>3</h3><h3><b>Where is the future of Gree?</b></h3>Regarding the future of Gree, I believe many people have no answer.</p><p>No matter how good Gree is in air-conditioning motor, condenser and compressor technology, and how smooth it is in intelligent cream technology and high-efficiency centrifugal technology, it will be difficult to escape the downward trend of the industry cycle. It is obvious that it is over-reliant on the single product strategy of air-conditioning. It has come to an end. Although it is still possible to replace stocks and do overseas business in name, this is different from the high growth in the past.</p><p>In fact, Miss Dong is also very anxious. At the age of 66, she came out to be an online celebrity and stand for Gree, which can indeed be called devoting herself to Gree. It is said that Miss Dong's equity incentive this time is obviously to rob shareholders' money, and then collect money for her retirement and enjoy life. This statement is a bit petty. If Miss Dong has achieved her present position, if she still ruins her reputation for half her life because of money, it's really a brain. Besides, does she look like a person who is short of money?</p><p><b>Therefore, the reasonable explanation is that Miss Dong wants to make a last-ditch effort for Gree, so that Gree can return to the ranks of first-line white horses.</b>After staying in one family for nearly 30 years, and personally building her into the world's number one air conditioner brother, Miss Dong must also love Gree deeply enough to make her risk her life. Coupled with the anxiety of the majority of investors, especially Zhang Lei, who spent 40 billion yuan, although he didn't have a seat on the board of directors, I believe that because of the low stock price, he didn't have less arguments with Miss Dong.</p><p>The troops and horses went first before moving food and grass. This equity incentive tied all the troops and horses under their own command, or it was just a step in Miss Dong's big chess. The question is, what exactly is Miss Dong's big game? Should we continue to expand on the track of home appliances, make small home appliances and build online channels like Midea, or do cross-border as she did at the beginning?</p><p>We have no answer. As investors, watching Gree's stock price have been sluggish for a long time, we also want Gree to have a reversal of its predicament. However, now Dong Mingzhu is no longer bound by the Zhuhai State-owned Assets Supervision and Administration Commission and is in an absolute authoritative position in Gree. Are you confident that she can save Gree?</p><p>Or, would Gree be better without Dong Mingzhu?</p>","source":"gelonghui_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Miss Dong: What else can you come up with to save Gree?</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nMiss Dong: What else can you come up with to save Gree?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">格隆汇</strong><span class=\"h-time small\">2021-06-22 14:32</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>The original article was first published on June 21</b></p><p>Scolding friends and businessmen, scolding shareholders, fighting Baoneng, being an online celebrity, and where there is Miss Dong, there will always be earth-shocking actions.</p><p>Last night, Miss Dong waved her hand and gave 12,000 employees equity incentives at 27.68 yuan/share, equivalent to 50% off the current stock price. She alone accounted for 27% of the total, with a total amount of 800 million. Equity incentives are not unusual in listed companies, but the problem is that Miss Dong's price is cheap and has many benefits, and the conditions for equity incentives don't seem to be so difficult to achieve.<img src=\"https://static.tigerbbs.com/77da93f2e9f309abab3b87f182c7647d\" tg-width=\"1080\" tg-height=\"363\" referrerpolicy=\"no-referrer\">This leaves people behind the talk.<img src=\"https://static.tigerbbs.com/38dd29afd9c59a39e6f9bab3ad012058\" tg-width=\"560\" tg-height=\"537\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://static.tigerbbs.com/0a3b5276209f2a9f1a4cb4af931d88c6\" tg-width=\"570\" tg-height=\"773\" referrerpolicy=\"no-referrer\"></p><p>Gree's share price plummeted by more than 4% at the opening today, and ended with a drop of 4.79% throughout the day, which proves that the capital market has a great opinion on equity incentives.</p><p><img src=\"https://static.tigerbbs.com/5fe85dbe155ca360fcb77322303f08f5\" tg-width=\"1080\" tg-height=\"457\" referrerpolicy=\"no-referrer\"></p><p>However, questioning is questioning. Since Miss Dong dares to do it, it is probably a foregone conclusion. Anyone with a discerning eye can see that Miss Dong is playing a big game of chess, and this big game is more like Miss Dong's last battle.</p><p><h3>1</h3><h3><b>The cycle is downward, and the recovery is weak</b></h3>Compared with Midea, Gree's life is really not good. Although Midea's air-conditioning business is not as good as Gree's, the success of diversification makes it obviously in a leading position.</p><p>In 2020, Midea's revenue was 285.710 billion, a slight increase of 2.27% year-on-year, and its net profit was 27.507 billion, a year-on-year increase of 8.82%, while Gree's revenue was only 170.497 billion, a year-on-year decrease of 14.97%, and its net profit was 22.279 billion, a year-on-year decrease of 10.26%.</p><p>The latest market value is 507.2 billion for Midea and 307.4 billion for Gree. Gree is only 60% of Midea's. At the low level of the stock market in March last year, the market value of Midea and Gree was not much different, but one year later, Midea's stock price rose by 67%, while Gree's only rose by 10%.</p><p><img src=\"https://static.tigerbbs.com/7c32ddc97e0c42fe52ab9cce960c96ca\" tg-width=\"1080\" tg-height=\"629\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://static.tigerbbs.com/36a208956aadd36ad578c59e1987d412\" tg-width=\"1080\" tg-height=\"640\" referrerpolicy=\"no-referrer\"></p><p>Hillhouse invested 40 billion real gold platinum in 2019. Three years have passed now, but it has earned about 10 points. If half of the funds are bank loans, the annual interest paid alone, compared with other investments, Gree can be considered a failure.</p><p>Obviously, Gree is no longer brave, and the former big white horse has fallen to the position it is today, which makes people sigh. But all this actually stems from an obsession of Miss Dong.</p><p>At that time, with a strategic vision of understanding everything, Miss Dong firmly let Gree all in the air-conditioning track, which was very reasonable, because in the glorious era of real estate, home appliances as supporting facilities must benefit from this, but the only question is, what kind of home appliances benefit the most?</p><p>Miss Dong gave her own answer-air conditioning. Indeed, in all buildings, air-conditioning is the most indispensable. For example, office buildings can be without washing machines, refrigerators and televisions, communication rooms can also be without any household appliances, and so can restaurants, but if there is no air-conditioning, try? Especially on a hot day, it's simply impossible.</p><p>Miss Dong's logic is that,<b>I chose the greatest common denominator, and then struggled to the end to achieve the extreme. This is equivalent to saying, \"I occupy the largest share in the largest market segment of home appliances, and making money is a small case.\" This strategy directly pushes Gree to the position of the world's leading air conditioner boss.</b></p><p>In business, there is no right or wrong between single products and diversification. As long as you choose the right strategy at the right time, there is a possibility of success. However, there is no hundred days of reward, and any suitable strategy will fail with changes in the environment. When the dividends are released and the company needs to transform but it doesn't turn well, problems will arise.</p><p>Now Gree is just at this stage. It has missed the best opportunity for product diversification. The pit has been occupied by Midea, and the online channels are also half a beat slow. Now it is beginning to crazily remedy it. To make matters worse, the real estate is already in a cyclical downward trend, and the main income-air-conditioning business has suffered an irreversible downward trend.</p><p><h3>2</h3><h3><b>Cheng Ye Miss Dong, Fail Ye Miss Dong</b></h3>I believe Miss Dong can also see Gree's problem very clearly. She should also understand that she can't always walk on the leg of air conditioning, so she started to seek transformation for Gree very early, but the problem is that several major transformations are all thunder and rain. Make a mobile phone, and let it go; To make new energy vehicles, I stepped on the pit of Yinlong; Making chips, I still know what I did now.</p><p>From a general perspective, Miss Dong's strategic vision is worthy of recognition, and her ideas are also in place, such as connecting home appliances through mobile phones and doing IoT Internet of Things. This is a general trend that no one can deny. Xiaomi, Midea, Haier, and even Gome are involved; Not to mention making new energy vehicles, just look at how much capital is pouring into this track now; Chips have also attracted attention because of the Sino-US trade war.</p><p>Therefore, everyone is even more puzzled. Since the direction is not wrong, with Miss Dong's ability, as well as Gree's financial resources, talent strength, and technical strength, no matter what, it won't be what it is now. What happened to Gree?</p><p>In fact, from Dong Mingzhu to sit<a href=\"https://laohu8.com/S/000651\">Gree Electric</a>Since the day of the chairman, Gree has been deeply branded with Dong Mingzhu. It can be said that Dong Mingzhu is successful and Dong Mingzhu is defeated.</p><p>If you can sum up Dong Mingzhu's personality in one sentence, it is<b>stubborn</b>。</p><p>First of all, let me state that the stubbornness mentioned here is a neutral word, which has no rhythm in itself. The Chinese dictionary explains that \"the original refers to persistence, and the latter refers to persistence in prejudice\".</p><p>Therefore, if the direction is right, then stubbornness will become persistence to the end, with more praise; If the general direction is wrong, stubbornness will naturally become rigid and unflexible.</p><p>From Miss Dong's words and deeds, there are traces of her stubbornness everywhere. What she thinks is right can't tolerate opposition. For example, in those days, she tried to overcome public opinion and let Gree devote all the company's efforts to bet on air conditioners, and achieved great success; Another example is the fact that small and medium-sized shareholders were scolded because they opposed investing in Yinlong. The difference is that Yinlong ultimately proved to be a pit.</p><p>This also shows that the original opposition of small and medium-sized shareholders was correct. On the contrary, Dong Mingzhu is not perfect, and not every shot will win.</p><p>From the perspective of the company's life cycle, transformation is inevitable, but whether the transformation can be successful depends not only on the strategic vision of leaders, external competitive environment, policy environment, etc., but also on the company's own support for the transformation. For example, the organizational structure can adapt to the transformation, the financial resources are not enough, the talents can't be recruited, and so on. This is a systematic project, and if any link goes wrong, the transformation may fall into the sand.<b>Therefore, the reasonable explanation for several transformation failures is that Dong Mingzhu's strategic direction may conflict with Gree's own situation. In short, it is not seeking truth from facts.</b></p><p>The reason behind this problem is probably that Miss Dong has become a voice of Gree, and there are voices of opposition, and the feedback she gets is a burst of scolding, so the truly rational voice is drowned out.</p><p>In fact, from the perspective of corporate governance, shareholders, as investors, are absolutely qualified to deny proposals that they think are wrong. It is normal for shareholders to disagree with Gree's investment in Yinlong. After all, Gree is a home appliance manufacturer, and its involvement in electric vehicles is cross-border. This step is a bit big, so shareholders are cautious. This is a restriction and a wake-up call.</p><p>On the contrary, Miss Dong, although sitting in the position of chairman, is just a professional manager invited by the chairman. She is not alone in the company. What qualifications does she have to anger shareholders? Is it possible to really regard Gree as your own private backyard? Do whatever you want?</p><p>Of course, some people complained for Miss Dong. At that time, Zhuhai State-owned Assets Supervision and Administration Commission was the major shareholder of Gree, and the conservative and stable character of officials limited Miss Dong's performance, which indirectly made Gree miss many opportunities for transformation. If it weren't for Miss Dong's stubbornness, Gree would have fallen into the mediocrity, so Miss Dong took the greatest credit for Gree today.</p><p>However, Gree is the Gree of all shareholders, not the Gree of Miss Dong alone. If a public company is placed in the palm of one person's hand, then this person will easily expand. When the people below dare no longer raise objections, the majority of investors may have to ask for more blessings.</p><p><h3>3</h3><h3><b>Where is the future of Gree?</b></h3>Regarding the future of Gree, I believe many people have no answer.</p><p>No matter how good Gree is in air-conditioning motor, condenser and compressor technology, and how smooth it is in intelligent cream technology and high-efficiency centrifugal technology, it will be difficult to escape the downward trend of the industry cycle. It is obvious that it is over-reliant on the single product strategy of air-conditioning. It has come to an end. Although it is still possible to replace stocks and do overseas business in name, this is different from the high growth in the past.</p><p>In fact, Miss Dong is also very anxious. At the age of 66, she came out to be an online celebrity and stand for Gree, which can indeed be called devoting herself to Gree. It is said that Miss Dong's equity incentive this time is obviously to rob shareholders' money, and then collect money for her retirement and enjoy life. This statement is a bit petty. If Miss Dong has achieved her present position, if she still ruins her reputation for half her life because of money, it's really a brain. Besides, does she look like a person who is short of money?</p><p><b>Therefore, the reasonable explanation is that Miss Dong wants to make a last-ditch effort for Gree, so that Gree can return to the ranks of first-line white horses.</b>After staying in one family for nearly 30 years, and personally building her into the world's number one air conditioner brother, Miss Dong must also love Gree deeply enough to make her risk her life. Coupled with the anxiety of the majority of investors, especially Zhang Lei, who spent 40 billion yuan, although he didn't have a seat on the board of directors, I believe that because of the low stock price, he didn't have less arguments with Miss Dong.</p><p>The troops and horses went first before moving food and grass. This equity incentive tied all the troops and horses under their own command, or it was just a step in Miss Dong's big chess. The question is, what exactly is Miss Dong's big game? Should we continue to expand on the track of home appliances, make small home appliances and build online channels like Midea, or do cross-border as she did at the beginning?</p><p>We have no answer. As investors, watching Gree's stock price have been sluggish for a long time, we also want Gree to have a reversal of its predicament. However, now Dong Mingzhu is no longer bound by the Zhuhai State-owned Assets Supervision and Administration Commission and is in an absolute authoritative position in Gree. Are you confident that she can save Gree?</p><p>Or, would Gree be better without Dong Mingzhu?</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://www.gelonghui.com/p/471123\">格隆汇</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c7fbe9ddf0c99060a7af233d1996d96b","relate_stocks":{},"source_url":"http://www.gelonghui.com/p/471123","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"2145603388","content_text":"原文首发于6月21日\n怼友商，骂股东，战宝能，当网红，有董小姐的地方，总会有动地惊天的的举动。\n昨晚，董小姐大手一挥，以27.68元/股，相当于目前股价的5折，给12000员工股权激励，她自己一个人则占了总数的27%，总金额8亿。股权激励这种事情在上市公司中见怪不怪，但问题在于董小姐的价格便宜，受众多，而股权激励的条件貌似也没那么难达到。这就给人落下话柄。\n\n格力今天的股价开盘大跌超过4%，全日以4.79%的跌幅收场，证明资本市场对股权激励是意见非常大。\n\n但是，质疑归质疑，董小姐既然敢做，多半也已成定局，明眼人都看得出来，董小姐正在下一盘大棋，而这盘大棋，更像是董小姐的最后一场战斗。\n1\n周期下行，回天乏力\n和美的比起来，格力日子确实过得不咋地。美的虽然空调业务比不上格力，但是多元化的成功，使得它明显处于领先地位。\n2020年，美的的营收为2857.10亿，同比微涨2.27%，净利润275.07亿，同比增长8.82%，而格力的营收只有1704.97亿，同比倒退14.97%，净利润222.79亿，同比倒退10.26%。\n最新市值，美的为5072亿，格力为3074亿，格力只有美的的60%。去年3月的股市的低位，美的和格力市值相相差不大，但一年过去，美的股价涨了67%，格力只涨了10%。\n\n\n高瓴2019年400亿真金白金砸进去，到现在已经3年过去了，不过赚了10来个点，如果算上其中一半资金是银行贷款，光每年交的利息，和其他投资比起来，格力算得上败笔。\n很明显，格力已经不复当年勇，曾经的大白马，沦落到今天的位置，令人扼腕叹息。但这一切，其实都源于董小姐的一个执念。\n当年，董小姐以洞悉一切的战略眼光，坚定地让格力all in空调赛道，非常有道理，因为在房地产辉煌的时代，家电作为配套，必定受益于此，但问题只在于，到底什么样的家电受益最大？\n董小姐给出了自己的答案--空调。确实，在所有建筑中，空调是最不可或缺的，比如写字楼可以没有洗衣机，没有电冰箱，没有电视机，通信机房也可以没有任何家用电器，餐厅也是如此，但要是没有空调试试？尤其是大热天，根本不可能。\n董小姐的逻辑在于，老娘选了最大公约数，然后死磕到底，做到最极致，这等于说“我在家电最大的细分市场，占据了最大的份额，赚钱那是小case”，这种战略直接把格力推上全球首屈一指的空调老大位置。\n在商言商，单品还是多元化，本没有对错，只要在合适的时点选择合适的战略，都有成功的可能性。只是，花无百日红，任何合适的战略，都会随着环境的变化而失效，等到红利释放完，公司需要转型却又转不好的时候，问题就随之出现了。\n现在的格力，正好处在这个阶段，产品多元化错过了最好的时机，坑已经被美的占了，网上渠道也慢人半拍，现在才开始疯狂补救。更惨的是，地产已经处于周期下行，主营收入--空调业务更遭遇难以逆转的下行。\n2\n成也董小姐，败也董小姐\n格力的问题，相信董小姐也是看得很清楚的，她应该也明白不能老靠空调这条腿走路，所以她很早就开始为格力谋求转型，但问题就在于，几次重大转型都是雷声大雨点小。做手机，不了了之；做新能源汽车，踩了银隆这个坑；做芯片，到现在也知道究竟做了啥。\n从大方向上看，董小姐的战略眼光值得肯定，想法也很到位，比如通过手机打通家电，做IoT物联网，这是谁都否认不了的大趋势，小米、美的、海尔，甚至包括国美都有涉及；做新能源汽车就更不用说，只要看看现在多少资本涌入这个赛道就知道了；芯片也因为中美贸易战抢足了眼球。\n所以，大家就更纳闷，既然方向没有错，凭借董小姐的能力，还有格力的财力、人才实力、技术实力，再怎么说也不至于混成现在这个模样，到底格力怎么啦？\n其实，从董明珠坐上格力电器董事长那天起，格力已经被深深地烙上了董明珠烙印，可谓成也董明珠，败也董明珠。\n如果用一句话概括董明珠的个性，那就是固执。\n先声明一下，这里讲的固执，是中性词，本身并不带节奏，汉语字典的解释“本指坚持不懈，后多指坚持成见”。\n所以，如果方向对，那固执就变成坚持到底，褒义多一点；如果大方向错了，那固执自然就变成死板、不懂变通。\n从董小姐的一言一行，处处都留有她固执的痕迹，她认为对的东西，就容不得反对声音。比如她当年力排众议，让格力倾全公司之力押注空调，取得巨大成功；又比如当年闹得沸沸扬扬的，因为中小股东反对投资银隆而被骂得狗血淋头一事，不同的是，最终证明银隆是个坑。\n这也说明中小股东当初的反对是正确的，反倒是董明珠，并非完人，不是每一次出手都必胜。\n从公司的生命周期上看，转型是无法避免的，但转型能否成功，除了领导人的战略眼光、外部的竞争环境、政策环境等，更在于公司自身对转型的支持，比如组织架构能够适应转型，财力足不足够，人才能不能招到，等等，这是一个系统性的大工程，当中任何一个环节出问题，转型都可能折戟沉沙。所以，数次转型失败，合理的解释就是董明珠的战略方向可能和格力自身情况产生冲突，简而言之，就是没有实事求是。\n而导致这个问题的背后原因，很可能是董小姐已经成为格力的一言堂，有反对声音，得到的回馈就是一阵痛骂，所以真正理性的声音，被淹没。\n其实，从公司治理的角度出发，股东作为出资人，绝对有资格否定他们认为不对的议案，股东不同意格力投资银隆，很正常，毕竟格力是做家电出身，涉足电动车属于跨界，这步子迈得有点大，所以股东们谨慎小心。这是一种制约，也是一种警醒。\n反倒是董小姐，虽然坐在董事长的位置，但她不过是董事长请来的职业经理人，公司不是她一个人的，她有什么资格怒怼股东？难不成真的把格力当成自己的私家后院？想干嘛干嘛？\n当然，也有人为董小姐喊冤，当年珠海国资委是格力大股东，官员的保守、求稳性格，限制了董小姐的发挥，间接也使得格力错失很多转型良机，如果不是董小姐的固执，格力必定落入平庸之列，所以格力有今天，董小姐是居功至伟。\n不过，格力是全体股东的格力，并非董小姐一人之格力，如果一家公众公司被置于一人手掌，那这个人就很容易膨胀，当底下的人再也不敢提反对意见的时候，广大投资者或许就只能自求多福了。\n3\n格力的未来在哪里？\n关于格力的未来，相信很多人都没有答案。\n即使格力把空调电机、冷凝机和压缩机技术做得再好，把智能化霜技术、高效离心技术做得再溜，也很难逃脱行业的周期下行，过度依赖空调这个单品战略，很明显已经走到尽头，虽然名义上还可以打打存量替换，打打海外生意，但这与过去的高增长，不同日而语。\n其实，董小姐也很焦虑的，66岁的高龄，还出来当网红，为格力站台，确实称得上为格力鞠躬尽瘁。坊间称董小姐这次的股权激励明摆着是抢股东的钱，然后为自己退休享受生活敛财，这种说法就有点小家子气了，董小姐做到现在这个位置，如果还因为钱毁掉半生名誉，那真的是脑子进水了，再说，她像是缺钱的人吗？\n所以，合理的解释就在于董小姐要为格力做最后一搏，让格力重回一线大白马行列。在一家呆了近30年，并亲手将她建成全球空调一哥，想必董小姐对格力也是爱得深沉，足以让她奋不顾身。加上广大投资者的焦虑，尤其是砸了400亿进去的张磊，虽然没在董事会有席位，但相信因为股价低迷，他也没少找董小姐理论。\n兵马未动粮草先行，这次股权激励，把人马都绑在自己麾下，或者只是董小姐大棋中的一步。问题只是在于，董小姐这盘大棋究竟是什么？是继续在家电这个赛道上拓展，像美的那样做小家电、建网上渠道，还是像她当初那样做跨界？\n我们没有答案，作为投资者，看着格力的股价低迷多时，我们也很想格力能来个困境反转，但是，现在的董明珠，已经没有珠海国资委的束缚，在格力处于绝对权威地位，你有信心她能拯救格力吗？\n又或者，没有董明珠的格力，会不会更好？","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":960,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":129024938,"gmtCreate":1624346233424,"gmtModify":1703834058673,"author":{"id":"3557531278630339","authorId":"3557531278630339","name":"Hannee","avatar":"https://static.tigerbbs.com/2a23162818c1e2b051d79f5521b6ee57","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3557531278630339","idStr":"3557531278630339"},"themes":[],"htmlText":"Why hdl drooped so&nbsp;much? China unlocked now. Consuming should boost up!&nbsp;","listText":"Why hdl drooped so&nbsp;much? China unlocked now. Consuming should boost up!&nbsp;","text":"Why hdl drooped so much? China unlocked now. Consuming should boost up!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/129024938","repostId":"2145185037","repostType":4,"repost":{"id":"2145185037","kind":"news","pubTimestamp":1624344564,"share":"https://ttm.financial/m/news/2145185037?lang=en_US&edition=fundamental","pubTime":"2021-06-22 14:49","market":"hk","language":"zh","title":"Haidilao falls to the bottom of the sea","url":"https://stock-news.laohu8.com/highlight/detail?id=2145185037","media":"观察者网","summary":"6月21日，#海底捞市值蒸发超2400亿港元#登上微博热搜，继上周市值跌破2000亿港元之后，海底捞今日股价再度跌超5%，四个月市值跌超2500亿港元。往前追溯一周，6月15日，开盘后的海底捞股价大跌","content":"<p>21 June #<a href=\"https://laohu8.com/S/06862\">Haidilao</a>The market value evaporated by more than HK $240 billion # boarded<a href=\"https://laohu8.com/S/WB\">Weibo</a>Hot search, after the market value fell below HK $200 billion last week, Haidilao's stock price fell by more than 5% again today, and its market value fell by more than HK $250 billion in four months. Going back a week, on June 15, after the opening of the market, Haidilao's stock price fell nearly 7% to HK $37.05, a new low, and the intraday low fell to HK $196.4 billion.</p><p>Behind the \"retreat\" of the secondary market is Haidilao's declining turnover rate. According to data from Haidilao's annual report, the table turnover rates of Haidilao restaurants in first-and second-tier cities in 2019 were 4.7/4.9 times/day respectively, a decrease of 0.4 times/day from 5.1/5.3 times/day in 2018. In 2020, the overall turnover rate of Haidilao restaurants will be 3.5 times/day; At the beginning of May 2021, company insiders revealed to brokers that the restaurant turnover rate in April was less than 3 times per day. This means that in the context of the great recovery of the catering industry, Haidilao's turnover rate has been declining.</p><p>according to<a href=\"https://laohu8.com/S/002736\">Guosen Securities</a>According to the calculation, the balance line of profit and loss for a single Haidilao store is 3 times/day. Therefore, falling below 3 times per day also means that Haidilao's single store is in a state of loss or low profit.</p><p>With its 24-hour business and multi-format service business model, Haidilao quickly filled the vacancy in China's nightlife market and created Haidilao's own hot pot industry service standards. Under the new consumption trend, it has won praise from many diners, which also gives Haidilao the confidence to continue to expand and speed up the opening of branches.</p><p>However, with the release of Haidilao's 2020 financial report, the outside world has further glimpsed into the situation of this hot pot giant under the epidemic, and its market value has dropped from HK $450 billion at its peak to less than HK $200 billion today..</p><p>Behind the market value falling by more than 250 billion Hong Kong dollars, how should we view such a company?</p><p>01</p><p>How big is the seabed foam</p><p>Haidilao, whose market value has fallen from the altar, is undoubtedly experiencing an unprecedented darkest moment.</p><p>The story of HK $450 billion is the capital market's valuation of Haidilao, but is this really \"worthy of the name\"? From the perspective of stock price growth, Haidilao has indeed achieved growth against the trend when the epidemic has affected the catering industry on a large scale. Behind the growth is the optimism of the secondary market, and it also means the affirmation of the rapid expansion of Haidilao stores. After all, the number of stores opened An increase often means an increase in total revenue. The more stores there are, the more obvious the scale effect will be.</p><p>The data shows that as of the end of 2020, the number of Haidilao restaurants was 1,298, an increase of 530 compared with 768 in the same period last year. Among them, 1,205 are located in mainland China and 93 are located in 14 countries and regions outside mainland China.</p><p>2017 to 2019 is the \"golden age\" of Haidilao. In recent years, the number of Haidilao stores has expanded at a compound annual growth rate of 41%, and the overall restaurant turnover rate has remained high, reaching an average of 4.9 times per day. The strong turnover rate is the strongest guarantee for the continued growth of revenue and profits. The 2019 performance report shows that Haidilao achieved annual revenue of 26.556 billion yuan, a year-on-year increase of 56.5%, and net profit of 2.347 billion yuan, a year-on-year increase of 42.3%.</p><p><img src=\"https://static.tigerbbs.com/004059ef41e3cf25796f959fd6f3218b\" tg-width=\"500\" tg-height=\"310\" referrerpolicy=\"no-referrer\"></p><p>▲ Photo: Haidilao Official Weibo</p><p>Judging from the expansion speed of Haidilao before 2019, even if it is growing at a high speed, the profit and turnover rate have not fallen. By 2020, Haidilao's operating income will be 28.614 billion yuan, an increase of 7.8% over 2019; Profit for the year was RMB310 million, representing a decrease of 86.8% as compared with 2019. Haidilao stated in the announcement that restaurant network expansion is the main driving force for overall revenue growth. Behind the growth of Haidilao's revenue in 2020 is the large investment of continued inefficiency in opening stores.</p><p>Behind the \"crazy\" rise in stock price and market value, Haidilao's bubble has also begun to gradually expand.</p><p>The pandemic hit and the crisis swept across the restaurant industry. At this time, Haidilao did not stop the original plan to open more stores. Against the background of tightening market demand, opening a large area of stores in a short period of time not only lowered the turnover rate of other stores in the same area, but also opened new branches themselves. It is also difficult to make a profit in the short term. At the same time, in terms of the scale of Haidilao itself, the areas with the strongest catering demand in first-and second-tier cities have been covered in 2020 and before. In the process of going deep into the non-central areas of first-and second-tier cities and third-and fourth-tier cities, Haidilao is a little too anxious.</p><p>For such a giant that quickly wants to occupy the blank market, the reaction of today's capital market seems to speak volumes.</p><p>02</p><p>Hot pot or service</p><p>When we talk about Haidilao, is the first word that comes to mind \"hot pot\" or \"service\"?</p><p>Service has almost become synonymous with Haidilao. However, the laws of the catering market and service industry where Haidilao's main business is located are quite different.</p><p>The market size of hot pot can reach one trillion yuan, and Haidilao's market share is 6%. On the one hand, with the continuous subdivision of the vertical track of the hot pot industry, in addition to Haidilao, Chongqing hot pot, Chaoshan beef hot pot, and bullfrog hot pot have also become popular categories. On the other hand, the increase in the number of brands has led to a trend of diversification in the industry, and it is difficult to win by differentiating advantages in terms of hot pot taste.</p><p>Looking at the development of Haidilao in recent years, behind the hot pot industry, the advantages of the service industry have become Haidilao's second-level growth point, and it is also a magic weapon to maintain its lead in expansion. The \"home-away-from-home\" service has won a good reputation for Haidilao and maintained user stickiness higher than the industry level.</p><p><img src=\"https://static.tigerbbs.com/abb02eb79735a38b3a6201da9e9d0030\" tg-width=\"500\" tg-height=\"333\" referrerpolicy=\"no-referrer\"></p><p>▲ Photo: Haidilao Official Weibo</p><p>However, the large-scale expansion of the sinking market has brought more customer groups and users at different levels, and the uncontrollability in the process of providing services has also increased. In May of this year, a man ate a cockroach in Haidilao quickly made headlines. Although it was finally proved to be a frame-up directed and acted by the man, the audience who didn't know the truth for a while still quickly pointed the finger at Haidilao, which also shows that Haidilao, which relies on services, has to face \"reputation challenges\" from the outside world from time to time at any time. In the future, in the face of a more diverse audience, how to deal with atypical customer groups will also bring pressure beyond Haidilao's performance.</p><p>On the other hand, store expansion has also brought about increased management difficulties. In the past, Haidilao's high-quality catering service has become an industry benchmark. With the opening of branches, it remains to be examined whether the management quality can continue to be maintained. On the Internet, there are not a few users who complain that \"Haidilao's service is not as good as before\". To continue to ensure the service level and quality, Haidilao has to further strengthen its investment in management.</p><p>It can be said that taking service as the selling point can only add icing on the cake, and solid product quality can ensure the sustainable development of enterprises. Especially in the catering industry, it is already very difficult to be an evergreen tree. Brands emerge in endlessly, and the tastes of the public are changing all the time. Attracting users to stores with services is Haidilao's long board. However, in the context of the saturation of the hot pot market and the impact of the epidemic, only service will not only fail to satisfy the audience, but capital will not pay for a long time.</p><p>03</p><p>Haidilao, why fish</p><p>Valuations have been halved and performance has declined. How to solve Haidilao's \"double kill\" dilemma?</p><p>Expanding against the trend during the epidemic is more like a big gamble for Haidilao in the catering market. In the short term, opening a store does affect the capital flow and turnover rate, making Haidilao's \"financial report\" not so good-looking, and its valuation is also greatly affected. But in the long run, in the context of the recovery of the epidemic, this is also a long-term strategy.</p><p>However, compared with the dilemma caused by capital investment, brand repositioning is the most important thing in the contemporary era. As far as the current situation is concerned, the valuation of Haidilao, which is in the growth period, is still at a high level. Bloomberg data shows that from 1999 to 2007,<a href=\"https://laohu8.com/S/SBUX\">Starbucks</a>During the period of rapid growth, the valuation center was 57 times. Haidilao's valuation center in the past three years has been about 242 times, so although the market value has been halved, this has only brought Haidilao's P/E back to a relatively normal high level.</p><p>The industry generally believes that this pullback is likely to be permanent. Haidilao has passed the dividend period brought about by rapid expansion. Under the inherent business model, it is still unknown whether the turnover rate can rebound and the profit can rebound. And this means that Haidilao needs to find a second growth curve.</p><p><img src=\"https://static.tigerbbs.com/79533db998adccab4fd6a4d03b3ae31c\" tg-width=\"500\" tg-height=\"333\" referrerpolicy=\"no-referrer\"></p><p>▲ Photo: Haidilao Official Weibo</p><p>On the other hand, new entrants are also bringing new pressure to Haidilao. Hot pot restaurants such as Gelaoguan, Xiaolongkan, and Baheli, which have taken advantage of the Internet celebrity economy, are also constantly challenging Haidilao's dominance, setting their sights on the broader catering field, and various catering brands are also emerging in endlessly..</p><p>Judging from the answer sheet submitted by Haidilao now, the outside world has not seen a clear answer to the future of Haidilao. In addition to food safety, service quality and other factors that have been questioned by the outside world, Haidilao has also shown a state of slow loss in the service areas it is good at, and there is currently no new business to drive its faster development. Whether it can continue to grow in the future is also the focus of attention from the outside world.</p><p>It is not as easy as imagined to continue to be the first catering stock, except that it must have excellent products and strength. How to mobilize the current catering matrix and achieve new performance growth is becoming Haidilao's top priority.</p>","source":"tencent","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>Haidilao falls to the bottom of the sea</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nHaidilao falls to the bottom of the sea\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">观察者网</strong><span class=\"h-time small\">2021-06-22 14:49</span>\n</p>\n</h4>\n</header>\n<article>\n<p>21 June #<a href=\"https://laohu8.com/S/06862\">Haidilao</a>The market value evaporated by more than HK $240 billion # boarded<a href=\"https://laohu8.com/S/WB\">Weibo</a>Hot search, after the market value fell below HK $200 billion last week, Haidilao's stock price fell by more than 5% again today, and its market value fell by more than HK $250 billion in four months. Going back a week, on June 15, after the opening of the market, Haidilao's stock price fell nearly 7% to HK $37.05, a new low, and the intraday low fell to HK $196.4 billion.</p><p>Behind the \"retreat\" of the secondary market is Haidilao's declining turnover rate. According to data from Haidilao's annual report, the table turnover rates of Haidilao restaurants in first-and second-tier cities in 2019 were 4.7/4.9 times/day respectively, a decrease of 0.4 times/day from 5.1/5.3 times/day in 2018. In 2020, the overall turnover rate of Haidilao restaurants will be 3.5 times/day; At the beginning of May 2021, company insiders revealed to brokers that the restaurant turnover rate in April was less than 3 times per day. This means that in the context of the great recovery of the catering industry, Haidilao's turnover rate has been declining.</p><p>according to<a href=\"https://laohu8.com/S/002736\">Guosen Securities</a>According to the calculation, the balance line of profit and loss for a single Haidilao store is 3 times/day. Therefore, falling below 3 times per day also means that Haidilao's single store is in a state of loss or low profit.</p><p>With its 24-hour business and multi-format service business model, Haidilao quickly filled the vacancy in China's nightlife market and created Haidilao's own hot pot industry service standards. Under the new consumption trend, it has won praise from many diners, which also gives Haidilao the confidence to continue to expand and speed up the opening of branches.</p><p>However, with the release of Haidilao's 2020 financial report, the outside world has further glimpsed into the situation of this hot pot giant under the epidemic, and its market value has dropped from HK $450 billion at its peak to less than HK $200 billion today..</p><p>Behind the market value falling by more than 250 billion Hong Kong dollars, how should we view such a company?</p><p>01</p><p>How big is the seabed foam</p><p>Haidilao, whose market value has fallen from the altar, is undoubtedly experiencing an unprecedented darkest moment.</p><p>The story of HK $450 billion is the capital market's valuation of Haidilao, but is this really \"worthy of the name\"? From the perspective of stock price growth, Haidilao has indeed achieved growth against the trend when the epidemic has affected the catering industry on a large scale. Behind the growth is the optimism of the secondary market, and it also means the affirmation of the rapid expansion of Haidilao stores. After all, the number of stores opened An increase often means an increase in total revenue. The more stores there are, the more obvious the scale effect will be.</p><p>The data shows that as of the end of 2020, the number of Haidilao restaurants was 1,298, an increase of 530 compared with 768 in the same period last year. Among them, 1,205 are located in mainland China and 93 are located in 14 countries and regions outside mainland China.</p><p>2017 to 2019 is the \"golden age\" of Haidilao. In recent years, the number of Haidilao stores has expanded at a compound annual growth rate of 41%, and the overall restaurant turnover rate has remained high, reaching an average of 4.9 times per day. The strong turnover rate is the strongest guarantee for the continued growth of revenue and profits. The 2019 performance report shows that Haidilao achieved annual revenue of 26.556 billion yuan, a year-on-year increase of 56.5%, and net profit of 2.347 billion yuan, a year-on-year increase of 42.3%.</p><p><img src=\"https://static.tigerbbs.com/004059ef41e3cf25796f959fd6f3218b\" tg-width=\"500\" tg-height=\"310\" referrerpolicy=\"no-referrer\"></p><p>▲ Photo: Haidilao Official Weibo</p><p>Judging from the expansion speed of Haidilao before 2019, even if it is growing at a high speed, the profit and turnover rate have not fallen. By 2020, Haidilao's operating income will be 28.614 billion yuan, an increase of 7.8% over 2019; Profit for the year was RMB310 million, representing a decrease of 86.8% as compared with 2019. Haidilao stated in the announcement that restaurant network expansion is the main driving force for overall revenue growth. Behind the growth of Haidilao's revenue in 2020 is the large investment of continued inefficiency in opening stores.</p><p>Behind the \"crazy\" rise in stock price and market value, Haidilao's bubble has also begun to gradually expand.</p><p>The pandemic hit and the crisis swept across the restaurant industry. At this time, Haidilao did not stop the original plan to open more stores. Against the background of tightening market demand, opening a large area of stores in a short period of time not only lowered the turnover rate of other stores in the same area, but also opened new branches themselves. It is also difficult to make a profit in the short term. At the same time, in terms of the scale of Haidilao itself, the areas with the strongest catering demand in first-and second-tier cities have been covered in 2020 and before. In the process of going deep into the non-central areas of first-and second-tier cities and third-and fourth-tier cities, Haidilao is a little too anxious.</p><p>For such a giant that quickly wants to occupy the blank market, the reaction of today's capital market seems to speak volumes.</p><p>02</p><p>Hot pot or service</p><p>When we talk about Haidilao, is the first word that comes to mind \"hot pot\" or \"service\"?</p><p>Service has almost become synonymous with Haidilao. However, the laws of the catering market and service industry where Haidilao's main business is located are quite different.</p><p>The market size of hot pot can reach one trillion yuan, and Haidilao's market share is 6%. On the one hand, with the continuous subdivision of the vertical track of the hot pot industry, in addition to Haidilao, Chongqing hot pot, Chaoshan beef hot pot, and bullfrog hot pot have also become popular categories. On the other hand, the increase in the number of brands has led to a trend of diversification in the industry, and it is difficult to win by differentiating advantages in terms of hot pot taste.</p><p>Looking at the development of Haidilao in recent years, behind the hot pot industry, the advantages of the service industry have become Haidilao's second-level growth point, and it is also a magic weapon to maintain its lead in expansion. The \"home-away-from-home\" service has won a good reputation for Haidilao and maintained user stickiness higher than the industry level.</p><p><img src=\"https://static.tigerbbs.com/abb02eb79735a38b3a6201da9e9d0030\" tg-width=\"500\" tg-height=\"333\" referrerpolicy=\"no-referrer\"></p><p>▲ Photo: Haidilao Official Weibo</p><p>However, the large-scale expansion of the sinking market has brought more customer groups and users at different levels, and the uncontrollability in the process of providing services has also increased. In May of this year, a man ate a cockroach in Haidilao quickly made headlines. Although it was finally proved to be a frame-up directed and acted by the man, the audience who didn't know the truth for a while still quickly pointed the finger at Haidilao, which also shows that Haidilao, which relies on services, has to face \"reputation challenges\" from the outside world from time to time at any time. In the future, in the face of a more diverse audience, how to deal with atypical customer groups will also bring pressure beyond Haidilao's performance.</p><p>On the other hand, store expansion has also brought about increased management difficulties. In the past, Haidilao's high-quality catering service has become an industry benchmark. With the opening of branches, it remains to be examined whether the management quality can continue to be maintained. On the Internet, there are not a few users who complain that \"Haidilao's service is not as good as before\". To continue to ensure the service level and quality, Haidilao has to further strengthen its investment in management.</p><p>It can be said that taking service as the selling point can only add icing on the cake, and solid product quality can ensure the sustainable development of enterprises. Especially in the catering industry, it is already very difficult to be an evergreen tree. Brands emerge in endlessly, and the tastes of the public are changing all the time. Attracting users to stores with services is Haidilao's long board. However, in the context of the saturation of the hot pot market and the impact of the epidemic, only service will not only fail to satisfy the audience, but capital will not pay for a long time.</p><p>03</p><p>Haidilao, why fish</p><p>Valuations have been halved and performance has declined. How to solve Haidilao's \"double kill\" dilemma?</p><p>Expanding against the trend during the epidemic is more like a big gamble for Haidilao in the catering market. In the short term, opening a store does affect the capital flow and turnover rate, making Haidilao's \"financial report\" not so good-looking, and its valuation is also greatly affected. But in the long run, in the context of the recovery of the epidemic, this is also a long-term strategy.</p><p>However, compared with the dilemma caused by capital investment, brand repositioning is the most important thing in the contemporary era. As far as the current situation is concerned, the valuation of Haidilao, which is in the growth period, is still at a high level. Bloomberg data shows that from 1999 to 2007,<a href=\"https://laohu8.com/S/SBUX\">Starbucks</a>During the period of rapid growth, the valuation center was 57 times. Haidilao's valuation center in the past three years has been about 242 times, so although the market value has been halved, this has only brought Haidilao's P/E back to a relatively normal high level.</p><p>The industry generally believes that this pullback is likely to be permanent. Haidilao has passed the dividend period brought about by rapid expansion. Under the inherent business model, it is still unknown whether the turnover rate can rebound and the profit can rebound. And this means that Haidilao needs to find a second growth curve.</p><p><img src=\"https://static.tigerbbs.com/79533db998adccab4fd6a4d03b3ae31c\" tg-width=\"500\" tg-height=\"333\" referrerpolicy=\"no-referrer\"></p><p>▲ Photo: Haidilao Official Weibo</p><p>On the other hand, new entrants are also bringing new pressure to Haidilao. Hot pot restaurants such as Gelaoguan, Xiaolongkan, and Baheli, which have taken advantage of the Internet celebrity economy, are also constantly challenging Haidilao's dominance, setting their sights on the broader catering field, and various catering brands are also emerging in endlessly..</p><p>Judging from the answer sheet submitted by Haidilao now, the outside world has not seen a clear answer to the future of Haidilao. In addition to food safety, service quality and other factors that have been questioned by the outside world, Haidilao has also shown a state of slow loss in the service areas it is good at, and there is currently no new business to drive its faster development. Whether it can continue to grow in the future is also the focus of attention from the outside world.</p><p>It is not as easy as imagined to continue to be the first catering stock, except that it must have excellent products and strength. How to mobilize the current catering matrix and achieve new performance growth is becoming Haidilao's top priority.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021062210504179c92f24&s=b\">观察者网</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/23f2c25e060d113f3768c45cafc16292","relate_stocks":{"06862":"海底捞"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021062210504179c92f24&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2145185037","content_text":"6月21日，#海底捞市值蒸发超2400亿港元#登上微博热搜，继上周市值跌破2000亿港元之后，海底捞今日股价再度跌超5%，四个月市值跌超2500亿港元。往前追溯一周，6月15日，开盘后的海底捞股价大跌近7%，至37.05港元，创出新低，盘中最低跌至1964亿港元。\n二级市场“败退”背后，是海底捞步步下跌的翻台率。根据海底捞年报数据显示，2019年海底捞餐厅一线和二线城市的翻台率分别为4.7/4.9次/天，较2018年5.1/5.3次/天均下降0.4次/天。2020年，海底捞餐厅整体翻台率为3.5次/天；2021年5月初，公司内部人士曾向券商透露4月份餐厅翻台率不到3次/天。这意味着，在餐饮行业大复苏的背景下，海底捞的翻台率却一直在下降。\n根据 国信证券 的测算，海底捞单店守住盈亏的平衡线为翻台率3次/天。因此，跌破3次/天也表示海底捞单店处于亏损或者微利状态。\n凭借着24小时营业和多业态服务的经营模式，海底捞迅速填补了中国夜生活市场的空缺，并制造属于海底捞自己的火锅业服务标准。在新消费趋势下获得许多食客好评，这也让海底捞有底气持续扩张，加快分店开设速度。\n然而，随着海底捞2020年财报的发布，外界也进一步窥探到这家火锅巨企在疫情之下的阵面，其市值更是从巅峰时期的4500亿港元跌至今日的不到2000亿港元。\n市值跌超2500亿港元背后，我们应该如何看待这样一家企业？\n01\n海底泡沫有多大\n市值跌下神坛的海底捞无疑正在经历着前所未有的至暗时刻。\n4500亿港元的故事是资本市场对于海底捞的估价，但这真的“名副其实”吗？从股价增长来看，在疫情大面积影响餐饮业情况下，海底捞确实实现了逆势增长，增长背后是二级市场的看好，同时也意味着对海底捞门店快速扩张的肯定，毕竟开店数量的增加往往意味着总营收的增加。门店数目越多，规模效应就越明显。\n数据显示，截至2020年年底，海底捞餐厅数为1298家，相比上年同期的768家增加了530家。其中1205家位于中国大陆，93家位于中国大陆以外14个国家和地区。\n2017年～2019年，是海底捞的“黄金时代”。这些年海底捞的门店数量以41%的年复合增长率进行扩张，整体餐厅翻台率始终保持高位，达到平均4.9次/天。翻台率的坚挺是营收和利润持续增长的最强保障，2019年业绩报告显示，海底捞全年实现收入265.56亿元，同比增长了56.5%，净利润23.47亿元，同比增长42.3%。\n\n▲图：海底捞官微\n从2019年即以前海底捞的扩张速度来看，即便是处于高速增长，利润和翻台率依旧没有下跌。而到了2020年，海底捞营业收入为286.14亿元，比2019年增长7.8%；年内溢利3.10亿元，比2019年下降86.8%?。海底捞在公告中表示，餐厅网络拓展是整体收入增长的主要驱动力。2020年海底捞营收的增长背后，是开店持续低效的大额投入。\n在股价和市值“疯狂”上涨背后，海底捞的泡沫也开始逐渐膨胀。\n疫情袭来，危机席卷了整个餐饮业。此时的海底捞并没有叫停原定的门店增开计划，而在市场需求紧缩背景下，短时间内大面积开店，不仅拉低了同区域其他门店的翻台率，新开分店本身大概率也难短期内盈利。同时，就海底捞本身规模来看，一二线城市餐饮需求最强大的区域在2020年及以前已经完成了覆盖。在深入一二线城市非中心领域和三四线城市过程中，海底捞有些过于着急。\n对于这样快速想要占领空白市场的巨头来说，今天资本市场的反应似乎说明了一切。\n02\n火锅还是服务\n当我们谈起海底捞，想起的第一个词是“火锅”还是“服务”？\n服务几乎成了海底捞的代名词。但海底捞主体业务所处的餐饮市场与服务业的规律却又大相径庭。\n火锅的市场规模可达万亿，海底捞的市场份额为6%，一方面，随着火锅业垂直赛道不断细分，除了海底捞，重庆火锅、潮汕牛肉火锅、牛蛙火锅也成为热门品类，另一方面，品牌数目的增多导致业内呈现多样化趋势，从火锅口味上很难以差异化优势取胜。\n纵观海底捞近几年的发展，火锅业背后，服务业的优势已然成为海底捞的第二级增长点，也是在扩张中保持领先的制胜法宝。“宾至如归”的服务为海底捞赢得了良好口碑，并保持着高于行业水准的用户粘性。\n\n▲图：海底捞官微\n然而，大规模扩张下沉市场带来了更多不同层次的客群用户，在提供服务过程中不可控性也增加了。今年5月，一则男子在海底捞内吃出蟑螂迅速上了头版头条，虽然最后被证明是男子自导自演的栽赃陷害，但一时不明真相的受众依然迅速将矛头直指海底捞，这也说明依托服务的海底捞，不得不随时面对外界时不时的“名誉挑战”。未来，面对更加多样化受众，如何去处理非典型客群，这也会为海底捞带来业绩之外的压力。\n另一方面，门店扩张也带来了管理难度的加大。过去海底捞优质化的餐饮服务已经成为了行业标杆，随着分店的开张，管理质量能否继续保持有待考究。网络上，抱怨“海底捞服务不如从前”的用户不在少数，想要继续保证服务水平和质量，海底捞不得不进一步加强管理上的投入。\n可以说，以服务为卖点始终只能锦上添花，扎实的产品质量才能保证企业的可持续发展。尤其是餐饮行业，做常青树本身已然十分困难，品牌层出不穷，大众的口味时刻也在变化，用服务吸引用户到店是海底捞的长板，但在火锅市场趋于饱和，疫情冲击大背景下，仅仅只有服务，不仅无法满足受众，资本也不会长期买单。\n03\n海底捞，何以捞\n估值腰斩，业绩下滑，海底捞的“双杀”困境如何解决？\n在疫情期间逆势扩张更像是海底捞在餐饮市场的一场豪赌。短线来看，开店确实影响了资金流和翻台率，让海底捞的“财报”没有那么好看，估值也颇受影响。但长期来看，在疫情复苏的大背景下，这也不失为一种长期策略。\n然而，比起资金投入带来的困境，品牌重新定位才是当代最紧要的。就目前现状来看，处于增长期的海底捞估值仍然在高位。彭博数据显示，1999～2007年是星巴克的高速增长时期，估值中枢为57倍。海底捞过去三年的估值中枢约为242倍，因此尽管市值腰斩，但这也只是让海底捞的市盈率回到了相对正常的高位。\n业界普遍认为，此次回调很可能是永久性的。海底捞已经过了快速扩张带来的红利期，在固有的经营模式下，翻台率回升和盈利能否回涨目前仍是未知数。而这也就意味着海底捞需要寻找第二增长曲线。\n\n▲图：海底捞官微\n另一方面，新的入局者也在给海底捞带来新的压力。哥老官、小龙坎、八合里等乘着网红经济走红的火锅店，也在不断对海底捞的霸主地位发起挑战，把目光放到更宽广的整个餐饮领域，各个餐饮品牌也在层出不穷的涌现。\n从现在海底捞呈交的答卷来看，关于海底捞的未来，外界并没有看出明确的答案。在食品安全，服务品质等被外界质疑的因素外，海底捞在擅长的服务领域也呈现出缓慢失势的状态，并且目前暂时也没有新的业务驱动其更快速的发展，未来能否持续增长也是外界颇为关注的焦点。\n想要持续坐稳餐饮第一股，并非想象中容易，除了必须要有过硬的产品和实力。如何调动起现行的餐饮矩阵，实现新的业绩增长正成为是海底捞的重中之重。","news_type":1,"symbols_score_info":{"06862":0.9}},"isVote":1,"tweetType":1,"viewCount":1027,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3572046493348009","authorId":"3572046493348009","name":"Savage_Never","avatar":"https://static.tigerbbs.com/e8c5d3c6800ec12c32423a3100658845","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3572046493348009","idStr":"3572046493348009"},"content":"Do the task hey hey hey please praise please comment crab crab","text":"Do the task hey hey hey please praise please comment crab crab","html":"Do the task hey hey hey please praise please comment crab crab"},{"author":{"id":"3557531278630339","authorId":"3557531278630339","name":"Hannee","avatar":"https://static.tigerbbs.com/2a23162818c1e2b051d79f5521b6ee57","crmLevel":12,"crmLevelSwitch":1,"authorIdStr":"3557531278630339","idStr":"3557531278630339"},"content":"I think i type in english. When it translate to chinese, the meaning totally Difference. Sorry about that!","text":"I think i type in english. When it translate to chinese, the meaning totally Difference. Sorry about that!","html":"I think i type in english. When it translate to chinese, the meaning totally Difference. Sorry about that!"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":165773442,"gmtCreate":1624159487686,"gmtModify":1703829780320,"author":{"id":"3557531278630339","authorId":"3557531278630339","name":"Hannee","avatar":"https://static.tigerbbs.com/2a23162818c1e2b051d79f5521b6ee57","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3557531278630339","idStr":"3557531278630339"},"themes":[],"htmlText":"My view is increasing the interest end of theyear. Finance industry have more chances.&nbsp;not&nbsp;now!&nbsp;","listText":"My view is increasing the interest end of theyear. Finance industry have more chances.&nbsp;not&nbsp;now!&nbsp;","text":"My view is increasing the interest end of theyear. Finance industry have more chances. not now!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/165773442","repostId":"1130870510","repostType":4,"repost":{"id":"1130870510","kind":"news","pubTimestamp":1624154800,"share":"https://ttm.financial/m/news/1130870510?lang=en_US&edition=fundamental","pubTime":"2021-06-20 10:06","market":"hk","language":"zh","title":"Interest rate cuts? It was just a beautiful misunderstanding","url":"https://stock-news.laohu8.com/highlight/detail?id=1130870510","media":" 国元证券杨为敩","summary":"国元证券分析表示，在报价方式改变后，不同期限存款利率升降不一；当前环境下，货币政策宽松概率很低，若通胀下半年继续超预期，货币政策可能不松反紧。\n\n 编者注：此前券商中国报道称，多家银行向分行下发了调整","content":"<p>According to the analysis of Guoyuan Securities, after the change of quotation method, the deposit interest rates of different maturities will rise and fall differently; Under the current environment, the probability of monetary policy easing is very low. If inflation continues to exceed expectations in the second half of the year, monetary policy may not be loose but tight.</p><p>Editor's note: Previously, brokerage China reported that a number of banks issued notices to branches to adjust the authorized management of deposit interest rates. The self-regulatory mechanism sets different basis points caps for different types of banks. After the change of quotation method, the deposit interest rate of less than one year has increased, the one-year interest rate level has remained unchanged, and most deposit products with a maturity of more than one year have to be lowered. Some market analysts interpret it as a disguised interest rate cut.<b>1. The self-discipline mechanism of market interest rate pricing is actually a self-discipline mechanism established by various localities to soft restrict the floating range of interest rates after the central bank's deposit interest rate limit was lifted in 2015.</b></p><p><b>2. The definition method of the upper limit of deposit interest rate is adjusted from \"benchmark interest rate * floating ratio\" to \"benchmark interest rate + floating basis point\". Its original intention is probably to unify the measurement method of the upper limit of deposit interest rate and the upper limit of loan interest rate, and the regulatory authorities may not have the consideration of guiding interest rates in one direction through this mechanism.</b></p><p><b>3. After the quotation method is changed, the deposit interest rates of different maturities also vary. For most banks, interest rates on deposits over 1 year will fall, while those under 1 year will rise.</b></p><p><b>4. Theoretically, this will increase the duration of bank assets and reduce the capital cost of the whole society, but the reality may not be satisfactory:</b></p><p>1) The total deposit interest rate may not change much as a result. Within a reasonable scope, the bank's deposit interest rate is caused by the supply and demand of deposits, and its interest rate level is not simply the upper limit. In addition, if the bank is rational, the price comparison relationship between the bank's deposit interest rate and the cost of non-deposit liability channels (financial bonds and CDS) will also restrict the deposit interest rate from excessively deviating from the market-oriented track;</p><p>2) Even if the deposit interest rate changes, the transmission of the deposit interest rate to asset-side costs is not smooth. Previously, banks would maintain an appropriate level of net interest margin through maturity mismatch within a certain limit. However, when this policy narrows the spread of long-term and short-term debt costs of banks, the willingness of banks to maturity mismatch will inevitably decrease, which will lead to the fact that the capital cost of the whole society may not necessarily decrease.</p><p><b>5. In the current environment, the probability of monetary policy easing is very low:</b></p><p>1) The current position of monetary policy has been significantly looser than the reasonable position given by economic fundamentals, at least it does not reflect the current rapidly upward inflation level. If inflation continues to exceed expectations in the second half of the year, monetary policy may not be loose in the second half of the year. Loosen and tighten.</p><p>2) The current policy interest rate is already too low. When the epidemic caused a severe economic recession in Q1 last year, the interest rates of policy tools such as MLF, reverse repurchase, and LPR were each lowered by as much as 30bp. However, after the subsequent environment recovers, these policy interest rates remain within ultra-low levels, which makes it unnecessary to continue to use price policy easing.</p><p><b>6. In particular, this policy may not be obviously beneficial to interest rate bonds. If the duration of bank assets does not rise but falls, the yield of long-term or short-term interest rate bonds may not decrease significantly. If the bond market remains unchanged, the impact of this policy on other assets should also be quite limited.</b></p>","source":"highlight_wallstreetcn","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>Interest rate cuts? It was just a beautiful misunderstanding</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nInterest rate cuts? It was just a beautiful misunderstanding\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\"> 国元证券杨为敩</strong><span class=\"h-time small\">2021-06-20 10:06</span>\n</p>\n</h4>\n</header>\n<article>\n<p>According to the analysis of Guoyuan Securities, after the change of quotation method, the deposit interest rates of different maturities will rise and fall differently; Under the current environment, the probability of monetary policy easing is very low. If inflation continues to exceed expectations in the second half of the year, monetary policy may not be loose but tight.</p><p>Editor's note: Previously, brokerage China reported that a number of banks issued notices to branches to adjust the authorized management of deposit interest rates. The self-regulatory mechanism sets different basis points caps for different types of banks. After the change of quotation method, the deposit interest rate of less than one year has increased, the one-year interest rate level has remained unchanged, and most deposit products with a maturity of more than one year have to be lowered. Some market analysts interpret it as a disguised interest rate cut.<b>1. The self-discipline mechanism of market interest rate pricing is actually a self-discipline mechanism established by various localities to soft restrict the floating range of interest rates after the central bank's deposit interest rate limit was lifted in 2015.</b></p><p><b>2. The definition method of the upper limit of deposit interest rate is adjusted from \"benchmark interest rate * floating ratio\" to \"benchmark interest rate + floating basis point\". Its original intention is probably to unify the measurement method of the upper limit of deposit interest rate and the upper limit of loan interest rate, and the regulatory authorities may not have the consideration of guiding interest rates in one direction through this mechanism.</b></p><p><b>3. After the quotation method is changed, the deposit interest rates of different maturities also vary. For most banks, interest rates on deposits over 1 year will fall, while those under 1 year will rise.</b></p><p><b>4. Theoretically, this will increase the duration of bank assets and reduce the capital cost of the whole society, but the reality may not be satisfactory:</b></p><p>1) The total deposit interest rate may not change much as a result. Within a reasonable scope, the bank's deposit interest rate is caused by the supply and demand of deposits, and its interest rate level is not simply the upper limit. In addition, if the bank is rational, the price comparison relationship between the bank's deposit interest rate and the cost of non-deposit liability channels (financial bonds and CDS) will also restrict the deposit interest rate from excessively deviating from the market-oriented track;</p><p>2) Even if the deposit interest rate changes, the transmission of the deposit interest rate to asset-side costs is not smooth. Previously, banks would maintain an appropriate level of net interest margin through maturity mismatch within a certain limit. However, when this policy narrows the spread of long-term and short-term debt costs of banks, the willingness of banks to maturity mismatch will inevitably decrease, which will lead to the fact that the capital cost of the whole society may not necessarily decrease.</p><p><b>5. In the current environment, the probability of monetary policy easing is very low:</b></p><p>1) The current position of monetary policy has been significantly looser than the reasonable position given by economic fundamentals, at least it does not reflect the current rapidly upward inflation level. If inflation continues to exceed expectations in the second half of the year, monetary policy may not be loose in the second half of the year. Loosen and tighten.</p><p>2) The current policy interest rate is already too low. When the epidemic caused a severe economic recession in Q1 last year, the interest rates of policy tools such as MLF, reverse repurchase, and LPR were each lowered by as much as 30bp. However, after the subsequent environment recovers, these policy interest rates remain within ultra-low levels, which makes it unnecessary to continue to use price policy easing.</p><p><b>6. In particular, this policy may not be obviously beneficial to interest rate bonds. If the duration of bank assets does not rise but falls, the yield of long-term or short-term interest rate bonds may not decrease significantly. If the bond market remains unchanged, the impact of this policy on other assets should also be quite limited.</b></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3633334\"> 国元证券杨为敩</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ab93f5b286e91abed33d5671db67c8b5","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3633334","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1130870510","content_text":"国元证券分析表示，在报价方式改变后，不同期限存款利率升降不一；当前环境下，货币政策宽松概率很低，若通胀下半年继续超预期，货币政策可能不松反紧。\n\n 编者注：此前券商中国报道称，多家银行向分行下发了调整存款利率授权管理的通知。自律机制针对不同类型的银行设置了不同的基点上限。报价方式改变后，一年期以下的存款利率有所上升，一年期利率水平维持不变，一年期以上的存款产品大多要下调。有市场分析将其解读为变相降息。\n\n1、市场利率定价自律机制实际上是在2015年央行存款利率幅度限制取消后，各个地方对利率上浮幅度进行软性限制而成立的自律机制。\n2、存款利率上限的界定方式由“基准利率*上浮比例”调整到“基准利率+上浮基点”，其初衷很可能是将存款利率上限与贷款利率上限的计量方式统一起来，监管层未必有通过该机制将利率朝一个方向引导的考虑。\n3、在报价方式改变之后，不同期限的存款利率也是升降不一的。对于大多数银行来说，1年期以上的存款利率会下降，而1年期以下的存款利率则会上升。\n4、理论上，这会增加银行资产端的久期，降低全社会的资金成本，但现实未必会表现尽如人意：\n1）总存款利率未必会因此而出现太大变化。在合理的范畴之内，银行的存款利率是由存款供需所导致的，其利率水平并非单纯打到上限，此外，如果银行理性的话，银行的存款利率与非存款负债渠道的成本（金融债及CDS）的比价关系也会约束存款利率过度脱离市场化轨道；\n2）即使存款利率发生变化，存款利率对资产端成本的传导也并不顺畅。银行在此前会通过一定限度内的期限错配去维持一个合适的净息差水平，而在该政策缩窄了银行长短期负债成本的利差的情况下，银行期限错配的意愿不可避免地会下降，这会导致全社会资金成本未必会因此而下降。\n5、在当前的环境之下，货币政策宽松的概率是很低的：\n1）当前货币政策的位置已经明显比经济基本面给出的合理位置更加宽松，至少并没有反映当前迅速向上的通胀水平，若通胀在下半年继续超预期的话，则货币政策在下半年可能不松反紧。\n2）当前的政策利率已经过低，在去年Q1疫情导致经济严重衰退之时，MLF、逆回购、LPR等政策工具利率水平各下调30bp之多，而在后续环境恢复之后，这些政策利率仍然维持在超低的水平之内，这导致继续动用价格政策的宽松并无必要。\n6、尤其是，这一政策未必会对利率债产生明显利好，如果银行资产端的久期不升反降的话，无论长端或短端的利率债收益率都不见得会出现明显下降，如果债券市场岿然不动的话，其他资产受该政策的影响也应相当有限。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1037,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":176675916,"gmtCreate":1626883193735,"gmtModify":1703479980595,"author":{"id":"3557531278630339","authorId":"3557531278630339","name":"Hannee","avatar":"https://static.tigerbbs.com/2a23162818c1e2b051d79f5521b6ee57","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3557531278630339","idStr":"3557531278630339"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$</a>This will drop more as positive&nbsp;cases increasing now!&nbsp;","listText":"<a href=\"https://laohu8.com/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$</a>This will drop more as positive&nbsp;cases increasing now!&nbsp;","text":"$SINGAPORE AIRLINES LTD(C6L.SI)$This will drop more as positive cases increasing now!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/176675916","isVote":1,"tweetType":1,"viewCount":4207,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3571134598140592","authorId":"3571134598140592","name":"DaddyBili","avatar":"https://community-static.tradeup.com/news/7473fb92a37534d1fd8b9979bb1800f4","crmLevel":12,"crmLevelSwitch":1,"authorIdStr":"3571134598140592","idStr":"3571134598140592"},"content":"Haha it wont fall below $4.8","text":"Haha it wont fall below $4.8","html":"Haha it wont fall below $4.8"},{"author":{"id":"3576136587240958","authorId":"3576136587240958","name":"HiddenDragon","avatar":"https://community-static.tradeup.com/news/a928e10212f87484d3c118ff9bc7d29d","crmLevel":12,"crmLevelSwitch":1,"authorIdStr":"3576136587240958","idStr":"3576136587240958"},"content":"so predictable, I'll buy more if it drop.","text":"so predictable, I'll buy more if it drop.","html":"so predictable, I'll buy more if it drop."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":891375273,"gmtCreate":1628343685892,"gmtModify":1703505253567,"author":{"id":"3557531278630339","authorId":"3557531278630339","name":"Hannee","avatar":"https://static.tigerbbs.com/2a23162818c1e2b051d79f5521b6ee57","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3557531278630339","idStr":"3557531278630339"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/D05.SI\">$DBS GROUP HOLDINGS LTD(D05.SI)$</a>Strong buy due to dividend declare high. May beit us time to sell after up so much this few days!&nbsp;","listText":"<a href=\"https://laohu8.com/S/D05.SI\">$DBS GROUP HOLDINGS LTD(D05.SI)$</a>Strong buy due to dividend declare high. May beit us time to sell after up so much this few days!&nbsp;","text":"$DBS GROUP HOLDINGS LTD(D05.SI)$Strong buy due to dividend declare high. May beit us time to sell after up so much this few days!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/891375273","isVote":1,"tweetType":1,"viewCount":2690,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":125845639,"gmtCreate":1624669318621,"gmtModify":1703843151535,"author":{"id":"3557531278630339","authorId":"3557531278630339","name":"Hannee","avatar":"https://static.tigerbbs.com/2a23162818c1e2b051d79f5521b6ee57","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3557531278630339","idStr":"3557531278630339"},"themes":[],"htmlText":"Sp500 is good indicator for stock rising.&nbsp;","listText":"Sp500 is good indicator for stock rising.&nbsp;","text":"Sp500 is good indicator for stock rising.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/125845639","repostId":"1177764085","repostType":4,"isVote":1,"tweetType":1,"viewCount":1039,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":184409558,"gmtCreate":1623720345674,"gmtModify":1704209478196,"author":{"id":"3557531278630339","authorId":"3557531278630339","name":"Hannee","avatar":"https://static.tigerbbs.com/2a23162818c1e2b051d79f5521b6ee57","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3557531278630339","idStr":"3557531278630339"},"themes":[],"htmlText":"What reason this stock up so much?","listText":"What reason this stock up so much?","text":"What reason this stock up so much?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/184409558","repostId":"1152475049","repostType":4,"repost":{"id":"1152475049","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1623720093,"share":"https://ttm.financial/m/news/1152475049?lang=en_US&edition=fundamental","pubTime":"2021-06-15 09:21","market":"us","language":"zh","title":"Opening: Hang Seng Index opened 0.36% higher, blockchain concept stocks surged","url":"https://stock-news.laohu8.com/highlight/detail?id=1152475049","media":"老虎资讯综合","summary":"6月15日讯，港股三大指数高开，恒指涨0.36%报28842点，国指涨0.32%报10784点，恒生科技指数涨0.57%报8036点。盘面上，体育用品股强势，特步大幅高开近15%，获高瓴投资5亿港元，","content":"<p>On June 15, the three major Hong Kong stock indexes opened higher. The Hang Seng Index rose 0.36% to 28,842 points, the State Index rose 0.32% to 10,784 points, and the Hang Seng Technology Index rose 0.57% to 8036 points.<img src=\"https://static.tigerbbs.com/90276182e30f383cf17ccda84f2625dd\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\">On the disk, sporting goods stocks were strong, Xtep opened sharply higher by nearly 15%, received an investment of HK $500 million from Hillhouse, and Anta rose 1.7%; Power stocks, photovoltaic stocks, dairy stocks, and education stocks generally rose.<a href=\"https://laohu8.com/S/02688\">ENN Energy</a>Opened more than 4% higher and hit a record high; Large technology stocks generally rose,<a href=\"https://laohu8.com/S/NTES\">NetEase</a>Rose more than 4%,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>Up more than 2%,<a href=\"https://laohu8.com/S/00700\">Tencent</a>Up 1.5%; Pharmaceutical stocks were mixed,<a href=\"https://laohu8.com/S/600196\">Fosun Pharma</a>Open low 2%,<a href=\"https://laohu8.com/S/02186\">Luye Pharma</a>Opened 1.62% higher; Tobacco concept stocks, gold stocks, and Chinese brokerage stocks generally fell.</p><p>Blockchain concept stocks opened higher,<a href=\"https://laohu8.com/S/01611\">Huobi Technology</a>Opened 13.33% higher,<a href=\"https://laohu8.com/S/01499\">Ouke Cloud Chain</a>Opened 11.11% higher,<a href=\"https://laohu8.com/S/01647\">Xiong'an Technology</a>It opened more than 4% higher. Bitcoin crossed $40,000 again on Monday, reaching its highest level in more than two weeks. The world's largest cryptocurrency rose for the second consecutive day on Monday, rising as high as 3.9% to around $40,795 during the session. Since last Friday, Bitcoin has risen by about 9%. The Bloomberg Galaxy Crypto Index, which tracks major cryptocurrencies, rose 7.7% at one point. Musk previously said that when it is confirmed that miners use a reasonable proportion of clean energy (about 50%) and the future trend is improving,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Will resume the Bitcoin deal. Tesla previously sold only 10% of its Bitcoin holdings to test the liquidity of Bitcoin and confirm that it can easily settle without disturbing the market.</p><p><a href=\"https://laohu8.com/S/01368\">Xtep International</a>It opened nearly 15% higher and was subscribed for US $65 million in zero-coupon perpetual convertible bonds by Hillhouse Capital.</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>Opening: Hang Seng Index opened 0.36% higher, blockchain concept stocks surged</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nOpening: Hang Seng Index opened 0.36% higher, blockchain concept stocks surged\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-06-15 09:21</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On June 15, the three major Hong Kong stock indexes opened higher. The Hang Seng Index rose 0.36% to 28,842 points, the State Index rose 0.32% to 10,784 points, and the Hang Seng Technology Index rose 0.57% to 8036 points.<img src=\"https://static.tigerbbs.com/90276182e30f383cf17ccda84f2625dd\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\">On the disk, sporting goods stocks were strong, Xtep opened sharply higher by nearly 15%, received an investment of HK $500 million from Hillhouse, and Anta rose 1.7%; Power stocks, photovoltaic stocks, dairy stocks, and education stocks generally rose.<a href=\"https://laohu8.com/S/02688\">ENN Energy</a>Opened more than 4% higher and hit a record high; Large technology stocks generally rose,<a href=\"https://laohu8.com/S/NTES\">NetEase</a>Rose more than 4%,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>Up more than 2%,<a href=\"https://laohu8.com/S/00700\">Tencent</a>Up 1.5%; Pharmaceutical stocks were mixed,<a href=\"https://laohu8.com/S/600196\">Fosun Pharma</a>Open low 2%,<a href=\"https://laohu8.com/S/02186\">Luye Pharma</a>Opened 1.62% higher; Tobacco concept stocks, gold stocks, and Chinese brokerage stocks generally fell.</p><p>Blockchain concept stocks opened higher,<a href=\"https://laohu8.com/S/01611\">Huobi Technology</a>Opened 13.33% higher,<a href=\"https://laohu8.com/S/01499\">Ouke Cloud Chain</a>Opened 11.11% higher,<a href=\"https://laohu8.com/S/01647\">Xiong'an Technology</a>It opened more than 4% higher. Bitcoin crossed $40,000 again on Monday, reaching its highest level in more than two weeks. The world's largest cryptocurrency rose for the second consecutive day on Monday, rising as high as 3.9% to around $40,795 during the session. Since last Friday, Bitcoin has risen by about 9%. The Bloomberg Galaxy Crypto Index, which tracks major cryptocurrencies, rose 7.7% at one point. Musk previously said that when it is confirmed that miners use a reasonable proportion of clean energy (about 50%) and the future trend is improving,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Will resume the Bitcoin deal. Tesla previously sold only 10% of its Bitcoin holdings to test the liquidity of Bitcoin and confirm that it can easily settle without disturbing the market.</p><p><a href=\"https://laohu8.com/S/01368\">Xtep International</a>It opened nearly 15% higher and was subscribed for US $65 million in zero-coupon perpetual convertible bonds by Hillhouse Capital.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5b3b5e72649367d0aafd9bcbbca9bcd1","relate_stocks":{"513600":"恒生指数ETF南方","HSI":"恒生指数","02833":"恒指ETF"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152475049","content_text":"6月15日讯，港股三大指数高开，恒指涨0.36%报28842点，国指涨0.32%报10784点，恒生科技指数涨0.57%报8036点。盘面上，体育用品股强势，特步大幅高开近15%，获高瓴投资5亿港元，安踏涨1.7%；电力股、光伏股、乳业股、教育股普遍上涨，新奥能源高开逾4%创历史新高；大型科技股普涨，网易大涨逾4%，阿里巴巴涨超2%，腾讯涨1.5%；医药股涨跌不一，复星医药低开2%，绿叶制药高开1.62%；烟草概念股、黄金股、中资券商股普跌。\n区块链概念股高开，火币科技高开13.33%，欧科云链高开11.11%，雄岸科技高开逾4%。比特币周一再次迈过40000美元，达到两周多以来最高水平。这种全球最大加密货币周一连续第二天上扬，盘中最高涨3.9%，至40795美元左右。上周五以来，比特币已累计上涨约9%。跟踪主要加密货币的彭博Galaxy加密货币指数一度上涨7.7%。此前马斯克称，在确认矿工使用合理比例的清洁能源(约50%)，且未来趋势向好时，特斯拉将会恢复比特币交易。特斯拉此前仅出售了10%的比特币持仓，是为了测试比特币的流动性，确认能够在不扰动市场的情况下轻松地结算。\n特步国际高开近15%，获高瓴资本认购6500万美元零息永续可转债。","news_type":1,"symbols_score_info":{"513600":0.9,"HSI":0.9,"HHImain":0.9,"02833":0.9,"MCHmain":0.9,"HSImain":0.9,"MHImain":0.9}},"isVote":1,"tweetType":1,"viewCount":585,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808969506,"gmtCreate":1627551593905,"gmtModify":1703492185211,"author":{"id":"3557531278630339","authorId":"3557531278630339","name":"Hannee","avatar":"https://static.tigerbbs.com/2a23162818c1e2b051d79f5521b6ee57","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3557531278630339","idStr":"3557531278630339"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/D05.SI\">$DBS GROUP HOLDINGS LTD(D05.SI)$</a>With the lifted of dividend payout, it is certainlyattract more investor. If can hit above last&nbsp;resistance of 30.80. Should be next TOP.&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/D05.SI\">$DBS GROUP HOLDINGS LTD(D05.SI)$</a>With the lifted of dividend payout, it is certainlyattract more investor. If can hit above last&nbsp;resistance of 30.80. Should be next TOP.&nbsp;&nbsp;","text":"$DBS GROUP HOLDINGS LTD(D05.SI)$With the lifted of dividend payout, it is certainlyattract more investor. If can hit above last resistance of 30.80. Should be next TOP.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/808969506","isVote":1,"tweetType":1,"viewCount":3373,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":152260037,"gmtCreate":1625297513329,"gmtModify":1703740188623,"author":{"id":"3557531278630339","authorId":"3557531278630339","name":"Hannee","avatar":"https://static.tigerbbs.com/2a23162818c1e2b051d79f5521b6ee57","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3557531278630339","idStr":"3557531278630339"},"themes":[],"htmlText":"[Happy]&nbsp;","listText":"[Happy]&nbsp;","text":"[Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/152260037","repostId":"1136694264","repostType":4,"repost":{"id":"1136694264","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1625293431,"share":"https://ttm.financial/m/news/1136694264?lang=en_US&edition=fundamental","pubTime":"2021-07-03 14:23","market":"us","language":"en","title":"AMC Options Traders Aren't Discouraged, Repeatedly Hammer Calls","url":"https://stock-news.laohu8.com/highlight/detail?id=1136694264","media":"Benzinga","summary":"On Friday morning, Iceberg Researchannouncedit had taken a short position inAMC Entertainment Holdin","content":"<p>On Friday morning, Iceberg Researchannouncedit had taken a short position in<b>AMC Entertainment Holdings</b>AMC 4.08%. Iceberg said options traders have lost money due to the stock trading sideways for the month of June and that the pump around the stock looks shaky.</p>\n<p>The news didn’t stop institutions from continuously hammering AMC call contracts and on Friday options traders had purchased over $2.59 million worth. The expiration dates for the contracts ranged from today up until Dec. 17 and a few traders chose a strike price of a whopping $145.</p>\n<p>AMC’s stock broke bearishly from a symmetrical triangle it had formed through its sideways trading on Friday, but held a support level at $47.91 and bounced from it. Bulls would like to see the dip continue to be bought and for AMC to end the day by printing a hammer candlestick and closing above the 21-day exponential moving average.</p>\n<p><b>Why It’s Important:</b>When a sweep order occurs, it indicates the trader wanted to get into a position quickly and is anticipating an imminent large move in stock price. A sweeper pays market price for the call or put option instead of placing a bid, which sweeps the order book of multiple exchanges to fill the order immediately.</p>\n<p>These types of call option orders are usually made by institutions, and retail investors can find watching for sweepers useful because it indicates “smart money” has entered into a position.</p>\n<p><b>The AMC Option Trades:</b>Below is a look at the notable options alerts, courtesy ofBenzinga Pro:</p>\n<ul>\n <li>At 9:42 a.m., Friday a trader executed a call sweep near the bid of 265 AMC Entertainment options with a strike price of $59 expiring on July 9. The trade represented a $52,205 bullish bet for which the trader paid $1.97 per option contract.</li>\n <li>At 9:51 a.m., a trader executed a call sweep near the bid of 247 AMC Entertainment options with a strike price of $65 expiring on Aug. 20. The trade represented a $221,065 bullish bet for which the trader paid $8.95 per option contract.</li>\n <li>At 9:52 a.m., a trader executed a call sweep near the bid of 248 AMC Entertainment options with a strike price of $120 expiring on Dec. 17. The trade represented a $260,400 bullish bet for which the trader paid $10.50 per option contract.</li>\n <li>At 9:53 a.m., a trader executed a call sweep near the bid of 356 AMC Entertainment options with a strike price of $65 expiring on Aug. 20. The trade represented a $311,500 bullish bet for which the trader paid $8.75 per option contract.</li>\n <li>At 9:53 a.m., a trader executed a call sweep near the bid of 310 AMC Entertainment options with a strike price of $65 expiring on Aug. 20. The trade represented a $266,600 bullish bet for which the trader paid $8.60 per option contract.</li>\n <li>At 9:56 a.m., a trader executed a call sweep near the bid of 310 AMC Entertainment options with a strike price of $65 expiring on Aug. 20. The trade represented a $266,600 bullish bet for which the trader paid $8.60 per option contract.</li>\n <li>At 9:57 a.m., a trader executed a call sweep near the bid of 300 AMC Entertainment options with a strike price of $28 expiring on July 2. The trade represented a $221,065 bullish bet for which the trader paid $23.40 per option contract.</li>\n <li>At 9:58 a.m., a trader executed a call sweep near the bid of 289 AMC Entertainment options with a strike price of $120 expiring on Dec., 17. The trade represented a $303,450 bullish bet for which the trader paid $10.50 per option contract.</li>\n <li>At 9:58 a.m., a trader executed a call sweep near the bid of 580 AMC Entertainment options with a strike price of $55 expiring on July 16. The trade represented a $278,400 bullish bet for which the trader paid $4.80 per option contract.</li>\n <li>At 10:07 a.m., a trader executed a call sweep near the bid of 258 AMC Entertainment options with a strike price of $80 expiring on July 16. The trade represented a $39,216 bullish bet for which the trader paid $1.52 per option contract.</li>\n <li>At 10:24 a.m., a trader executed a call sweep near the bid of 352 AMC Entertainment options with a strike price of $50 expiring on July 2. The trade represented a $54,560 bullish bet for which the trader paid $1.55 per option contract.</li>\n <li>At 10:26 a.m., a trader executed a call sweep near the bid of 234 AMC Entertainment options with a strike price of $145 expiring on July 23. The trade represented a $39,216 bullish bet for which the trader paid $1.31 per option contract.</li>\n <li>At 10:31 a.m., a trader executed a call sweep near the bid of 224 AMC Entertainment options with a strike price of $145 expiring on Sept. 17. The trade represented a $105,280 bullish bet for which the trader paid $4.70 per option contract.</li>\n <li>At 10:38 a.m., a trader executed a call sweep near the bid of 500 AMC Entertainment options with a strike price of $47 expiring on July 2. The trade represented a $146,000 bullish bet for which the trader paid $2.92 per option contract.</li>\n <li>At 12:02 p.m., a trader executed a call sweep near the bid of 500 AMC Entertainment options with a strike price of $45 expiring on July 9. The trade represented a $305,000 bullish bet for which the trader paid $6.10 per option contract.</li>\n</ul>\n<p><b>AMC Price Action:</b>Shares of AMC Entertainment were trading down 5.3% to $51.33 at publication time.</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>AMC Options Traders Aren't Discouraged, Repeatedly Hammer Calls</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\">\nAMC Options Traders Aren't Discouraged, Repeatedly Hammer Calls\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/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-07-03 14:23</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>On Friday morning, Iceberg Researchannouncedit had taken a short position in<b>AMC Entertainment Holdings</b>AMC 4.08%. Iceberg said options traders have lost money due to the stock trading sideways for the month of June and that the pump around the stock looks shaky.</p>\n<p>The news didn’t stop institutions from continuously hammering AMC call contracts and on Friday options traders had purchased over $2.59 million worth. The expiration dates for the contracts ranged from today up until Dec. 17 and a few traders chose a strike price of a whopping $145.</p>\n<p>AMC’s stock broke bearishly from a symmetrical triangle it had formed through its sideways trading on Friday, but held a support level at $47.91 and bounced from it. Bulls would like to see the dip continue to be bought and for AMC to end the day by printing a hammer candlestick and closing above the 21-day exponential moving average.</p>\n<p><b>Why It’s Important:</b>When a sweep order occurs, it indicates the trader wanted to get into a position quickly and is anticipating an imminent large move in stock price. A sweeper pays market price for the call or put option instead of placing a bid, which sweeps the order book of multiple exchanges to fill the order immediately.</p>\n<p>These types of call option orders are usually made by institutions, and retail investors can find watching for sweepers useful because it indicates “smart money” has entered into a position.</p>\n<p><b>The AMC Option Trades:</b>Below is a look at the notable options alerts, courtesy ofBenzinga Pro:</p>\n<ul>\n <li>At 9:42 a.m., Friday a trader executed a call sweep near the bid of 265 AMC Entertainment options with a strike price of $59 expiring on July 9. The trade represented a $52,205 bullish bet for which the trader paid $1.97 per option contract.</li>\n <li>At 9:51 a.m., a trader executed a call sweep near the bid of 247 AMC Entertainment options with a strike price of $65 expiring on Aug. 20. The trade represented a $221,065 bullish bet for which the trader paid $8.95 per option contract.</li>\n <li>At 9:52 a.m., a trader executed a call sweep near the bid of 248 AMC Entertainment options with a strike price of $120 expiring on Dec. 17. The trade represented a $260,400 bullish bet for which the trader paid $10.50 per option contract.</li>\n <li>At 9:53 a.m., a trader executed a call sweep near the bid of 356 AMC Entertainment options with a strike price of $65 expiring on Aug. 20. The trade represented a $311,500 bullish bet for which the trader paid $8.75 per option contract.</li>\n <li>At 9:53 a.m., a trader executed a call sweep near the bid of 310 AMC Entertainment options with a strike price of $65 expiring on Aug. 20. The trade represented a $266,600 bullish bet for which the trader paid $8.60 per option contract.</li>\n <li>At 9:56 a.m., a trader executed a call sweep near the bid of 310 AMC Entertainment options with a strike price of $65 expiring on Aug. 20. The trade represented a $266,600 bullish bet for which the trader paid $8.60 per option contract.</li>\n <li>At 9:57 a.m., a trader executed a call sweep near the bid of 300 AMC Entertainment options with a strike price of $28 expiring on July 2. The trade represented a $221,065 bullish bet for which the trader paid $23.40 per option contract.</li>\n <li>At 9:58 a.m., a trader executed a call sweep near the bid of 289 AMC Entertainment options with a strike price of $120 expiring on Dec., 17. The trade represented a $303,450 bullish bet for which the trader paid $10.50 per option contract.</li>\n <li>At 9:58 a.m., a trader executed a call sweep near the bid of 580 AMC Entertainment options with a strike price of $55 expiring on July 16. The trade represented a $278,400 bullish bet for which the trader paid $4.80 per option contract.</li>\n <li>At 10:07 a.m., a trader executed a call sweep near the bid of 258 AMC Entertainment options with a strike price of $80 expiring on July 16. The trade represented a $39,216 bullish bet for which the trader paid $1.52 per option contract.</li>\n <li>At 10:24 a.m., a trader executed a call sweep near the bid of 352 AMC Entertainment options with a strike price of $50 expiring on July 2. The trade represented a $54,560 bullish bet for which the trader paid $1.55 per option contract.</li>\n <li>At 10:26 a.m., a trader executed a call sweep near the bid of 234 AMC Entertainment options with a strike price of $145 expiring on July 23. The trade represented a $39,216 bullish bet for which the trader paid $1.31 per option contract.</li>\n <li>At 10:31 a.m., a trader executed a call sweep near the bid of 224 AMC Entertainment options with a strike price of $145 expiring on Sept. 17. The trade represented a $105,280 bullish bet for which the trader paid $4.70 per option contract.</li>\n <li>At 10:38 a.m., a trader executed a call sweep near the bid of 500 AMC Entertainment options with a strike price of $47 expiring on July 2. The trade represented a $146,000 bullish bet for which the trader paid $2.92 per option contract.</li>\n <li>At 12:02 p.m., a trader executed a call sweep near the bid of 500 AMC Entertainment options with a strike price of $45 expiring on July 9. The trade represented a $305,000 bullish bet for which the trader paid $6.10 per option contract.</li>\n</ul>\n<p><b>AMC Price Action:</b>Shares of AMC Entertainment were trading down 5.3% to $51.33 at publication time.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMC":"AMC院线"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136694264","content_text":"On Friday morning, Iceberg Researchannouncedit had taken a short position inAMC Entertainment HoldingsAMC 4.08%. Iceberg said options traders have lost money due to the stock trading sideways for the month of June and that the pump around the stock looks shaky.\nThe news didn’t stop institutions from continuously hammering AMC call contracts and on Friday options traders had purchased over $2.59 million worth. The expiration dates for the contracts ranged from today up until Dec. 17 and a few traders chose a strike price of a whopping $145.\nAMC’s stock broke bearishly from a symmetrical triangle it had formed through its sideways trading on Friday, but held a support level at $47.91 and bounced from it. Bulls would like to see the dip continue to be bought and for AMC to end the day by printing a hammer candlestick and closing above the 21-day exponential moving average.\nWhy It’s Important:When a sweep order occurs, it indicates the trader wanted to get into a position quickly and is anticipating an imminent large move in stock price. A sweeper pays market price for the call or put option instead of placing a bid, which sweeps the order book of multiple exchanges to fill the order immediately.\nThese types of call option orders are usually made by institutions, and retail investors can find watching for sweepers useful because it indicates “smart money” has entered into a position.\nThe AMC Option Trades:Below is a look at the notable options alerts, courtesy ofBenzinga Pro:\n\nAt 9:42 a.m., Friday a trader executed a call sweep near the bid of 265 AMC Entertainment options with a strike price of $59 expiring on July 9. The trade represented a $52,205 bullish bet for which the trader paid $1.97 per option contract.\nAt 9:51 a.m., a trader executed a call sweep near the bid of 247 AMC Entertainment options with a strike price of $65 expiring on Aug. 20. The trade represented a $221,065 bullish bet for which the trader paid $8.95 per option contract.\nAt 9:52 a.m., a trader executed a call sweep near the bid of 248 AMC Entertainment options with a strike price of $120 expiring on Dec. 17. The trade represented a $260,400 bullish bet for which the trader paid $10.50 per option contract.\nAt 9:53 a.m., a trader executed a call sweep near the bid of 356 AMC Entertainment options with a strike price of $65 expiring on Aug. 20. The trade represented a $311,500 bullish bet for which the trader paid $8.75 per option contract.\nAt 9:53 a.m., a trader executed a call sweep near the bid of 310 AMC Entertainment options with a strike price of $65 expiring on Aug. 20. The trade represented a $266,600 bullish bet for which the trader paid $8.60 per option contract.\nAt 9:56 a.m., a trader executed a call sweep near the bid of 310 AMC Entertainment options with a strike price of $65 expiring on Aug. 20. The trade represented a $266,600 bullish bet for which the trader paid $8.60 per option contract.\nAt 9:57 a.m., a trader executed a call sweep near the bid of 300 AMC Entertainment options with a strike price of $28 expiring on July 2. The trade represented a $221,065 bullish bet for which the trader paid $23.40 per option contract.\nAt 9:58 a.m., a trader executed a call sweep near the bid of 289 AMC Entertainment options with a strike price of $120 expiring on Dec., 17. The trade represented a $303,450 bullish bet for which the trader paid $10.50 per option contract.\nAt 9:58 a.m., a trader executed a call sweep near the bid of 580 AMC Entertainment options with a strike price of $55 expiring on July 16. The trade represented a $278,400 bullish bet for which the trader paid $4.80 per option contract.\nAt 10:07 a.m., a trader executed a call sweep near the bid of 258 AMC Entertainment options with a strike price of $80 expiring on July 16. The trade represented a $39,216 bullish bet for which the trader paid $1.52 per option contract.\nAt 10:24 a.m., a trader executed a call sweep near the bid of 352 AMC Entertainment options with a strike price of $50 expiring on July 2. The trade represented a $54,560 bullish bet for which the trader paid $1.55 per option contract.\nAt 10:26 a.m., a trader executed a call sweep near the bid of 234 AMC Entertainment options with a strike price of $145 expiring on July 23. The trade represented a $39,216 bullish bet for which the trader paid $1.31 per option contract.\nAt 10:31 a.m., a trader executed a call sweep near the bid of 224 AMC Entertainment options with a strike price of $145 expiring on Sept. 17. The trade represented a $105,280 bullish bet for which the trader paid $4.70 per option contract.\nAt 10:38 a.m., a trader executed a call sweep near the bid of 500 AMC Entertainment options with a strike price of $47 expiring on July 2. The trade represented a $146,000 bullish bet for which the trader paid $2.92 per option contract.\nAt 12:02 p.m., a trader executed a call sweep near the bid of 500 AMC Entertainment options with a strike price of $45 expiring on July 9. The trade represented a $305,000 bullish bet for which the trader paid $6.10 per option contract.\n\nAMC Price Action:Shares of AMC Entertainment were trading down 5.3% to $51.33 at publication time.","news_type":1,"symbols_score_info":{"AMC":0.9}},"isVote":1,"tweetType":1,"viewCount":638,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":880003492,"gmtCreate":1630994570116,"gmtModify":1676530437605,"author":{"id":"3557531278630339","authorId":"3557531278630339","name":"Hannee","avatar":"https://static.tigerbbs.com/2a23162818c1e2b051d79f5521b6ee57","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3557531278630339","idStr":"3557531278630339"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00700\">$TENCENT(00700)$</a>520 obviously is resistance to up further, as previously there is a big gap. If hit 520 above, next level would be 580. [Smile]&nbsp;[Happy]&nbsp;","listText":"<a href=\"https://laohu8.com/S/00700\">$TENCENT(00700)$</a>520 obviously is resistance to up further, as previously there is a big gap. If hit 520 above, next level would be 580. [Smile]&nbsp;[Happy]&nbsp;","text":"$TENCENT(00700)$520 obviously is resistance to up further, as previously there is a big gap. If hit 520 above, next level would be 580. [Smile] [Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/880003492","isVote":1,"tweetType":1,"viewCount":3529,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3578029344203599","authorId":"3578029344203599","name":"relx分销者","avatar":"https://static.tigerbbs.com/7eaa979376989e28bb9e6c34d588258a","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3578029344203599","idStr":"3578029344203599"},"content":"As long as Tencent continues to buy back, what is 520? If it doesn't buy back, it will face a callback of one to two weeks, to about 480","text":"As long as Tencent continues to buy back, what is 520? If it doesn't buy back, it will face a callback of one to two weeks, to about 480","html":"As long as Tencent continues to buy back, what is 520? If it doesn't buy back, it will face a callback of one to two weeks, to about 480"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":129024938,"gmtCreate":1624346233424,"gmtModify":1703834058673,"author":{"id":"3557531278630339","authorId":"3557531278630339","name":"Hannee","avatar":"https://static.tigerbbs.com/2a23162818c1e2b051d79f5521b6ee57","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3557531278630339","idStr":"3557531278630339"},"themes":[],"htmlText":"Why hdl drooped so&nbsp;much? China unlocked now. Consuming should boost up!&nbsp;","listText":"Why hdl drooped so&nbsp;much? China unlocked now. Consuming should boost up!&nbsp;","text":"Why hdl drooped so much? China unlocked now. Consuming should boost up!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/129024938","repostId":"2145185037","repostType":4,"repost":{"id":"2145185037","kind":"news","pubTimestamp":1624344564,"share":"https://ttm.financial/m/news/2145185037?lang=en_US&edition=fundamental","pubTime":"2021-06-22 14:49","market":"hk","language":"zh","title":"Haidilao falls to the bottom of the sea","url":"https://stock-news.laohu8.com/highlight/detail?id=2145185037","media":"观察者网","summary":"6月21日，#海底捞市值蒸发超2400亿港元#登上微博热搜，继上周市值跌破2000亿港元之后，海底捞今日股价再度跌超5%，四个月市值跌超2500亿港元。往前追溯一周，6月15日，开盘后的海底捞股价大跌","content":"<p>21 June #<a href=\"https://laohu8.com/S/06862\">Haidilao</a>The market value evaporated by more than HK $240 billion # boarded<a href=\"https://laohu8.com/S/WB\">Weibo</a>Hot search, after the market value fell below HK $200 billion last week, Haidilao's stock price fell by more than 5% again today, and its market value fell by more than HK $250 billion in four months. Going back a week, on June 15, after the opening of the market, Haidilao's stock price fell nearly 7% to HK $37.05, a new low, and the intraday low fell to HK $196.4 billion.</p><p>Behind the \"retreat\" of the secondary market is Haidilao's declining turnover rate. According to data from Haidilao's annual report, the table turnover rates of Haidilao restaurants in first-and second-tier cities in 2019 were 4.7/4.9 times/day respectively, a decrease of 0.4 times/day from 5.1/5.3 times/day in 2018. In 2020, the overall turnover rate of Haidilao restaurants will be 3.5 times/day; At the beginning of May 2021, company insiders revealed to brokers that the restaurant turnover rate in April was less than 3 times per day. This means that in the context of the great recovery of the catering industry, Haidilao's turnover rate has been declining.</p><p>according to<a href=\"https://laohu8.com/S/002736\">Guosen Securities</a>According to the calculation, the balance line of profit and loss for a single Haidilao store is 3 times/day. Therefore, falling below 3 times per day also means that Haidilao's single store is in a state of loss or low profit.</p><p>With its 24-hour business and multi-format service business model, Haidilao quickly filled the vacancy in China's nightlife market and created Haidilao's own hot pot industry service standards. Under the new consumption trend, it has won praise from many diners, which also gives Haidilao the confidence to continue to expand and speed up the opening of branches.</p><p>However, with the release of Haidilao's 2020 financial report, the outside world has further glimpsed into the situation of this hot pot giant under the epidemic, and its market value has dropped from HK $450 billion at its peak to less than HK $200 billion today..</p><p>Behind the market value falling by more than 250 billion Hong Kong dollars, how should we view such a company?</p><p>01</p><p>How big is the seabed foam</p><p>Haidilao, whose market value has fallen from the altar, is undoubtedly experiencing an unprecedented darkest moment.</p><p>The story of HK $450 billion is the capital market's valuation of Haidilao, but is this really \"worthy of the name\"? From the perspective of stock price growth, Haidilao has indeed achieved growth against the trend when the epidemic has affected the catering industry on a large scale. Behind the growth is the optimism of the secondary market, and it also means the affirmation of the rapid expansion of Haidilao stores. After all, the number of stores opened An increase often means an increase in total revenue. The more stores there are, the more obvious the scale effect will be.</p><p>The data shows that as of the end of 2020, the number of Haidilao restaurants was 1,298, an increase of 530 compared with 768 in the same period last year. Among them, 1,205 are located in mainland China and 93 are located in 14 countries and regions outside mainland China.</p><p>2017 to 2019 is the \"golden age\" of Haidilao. In recent years, the number of Haidilao stores has expanded at a compound annual growth rate of 41%, and the overall restaurant turnover rate has remained high, reaching an average of 4.9 times per day. The strong turnover rate is the strongest guarantee for the continued growth of revenue and profits. The 2019 performance report shows that Haidilao achieved annual revenue of 26.556 billion yuan, a year-on-year increase of 56.5%, and net profit of 2.347 billion yuan, a year-on-year increase of 42.3%.</p><p><img src=\"https://static.tigerbbs.com/004059ef41e3cf25796f959fd6f3218b\" tg-width=\"500\" tg-height=\"310\" referrerpolicy=\"no-referrer\"></p><p>▲ Photo: Haidilao Official Weibo</p><p>Judging from the expansion speed of Haidilao before 2019, even if it is growing at a high speed, the profit and turnover rate have not fallen. By 2020, Haidilao's operating income will be 28.614 billion yuan, an increase of 7.8% over 2019; Profit for the year was RMB310 million, representing a decrease of 86.8% as compared with 2019. Haidilao stated in the announcement that restaurant network expansion is the main driving force for overall revenue growth. Behind the growth of Haidilao's revenue in 2020 is the large investment of continued inefficiency in opening stores.</p><p>Behind the \"crazy\" rise in stock price and market value, Haidilao's bubble has also begun to gradually expand.</p><p>The pandemic hit and the crisis swept across the restaurant industry. At this time, Haidilao did not stop the original plan to open more stores. Against the background of tightening market demand, opening a large area of stores in a short period of time not only lowered the turnover rate of other stores in the same area, but also opened new branches themselves. It is also difficult to make a profit in the short term. At the same time, in terms of the scale of Haidilao itself, the areas with the strongest catering demand in first-and second-tier cities have been covered in 2020 and before. In the process of going deep into the non-central areas of first-and second-tier cities and third-and fourth-tier cities, Haidilao is a little too anxious.</p><p>For such a giant that quickly wants to occupy the blank market, the reaction of today's capital market seems to speak volumes.</p><p>02</p><p>Hot pot or service</p><p>When we talk about Haidilao, is the first word that comes to mind \"hot pot\" or \"service\"?</p><p>Service has almost become synonymous with Haidilao. However, the laws of the catering market and service industry where Haidilao's main business is located are quite different.</p><p>The market size of hot pot can reach one trillion yuan, and Haidilao's market share is 6%. On the one hand, with the continuous subdivision of the vertical track of the hot pot industry, in addition to Haidilao, Chongqing hot pot, Chaoshan beef hot pot, and bullfrog hot pot have also become popular categories. On the other hand, the increase in the number of brands has led to a trend of diversification in the industry, and it is difficult to win by differentiating advantages in terms of hot pot taste.</p><p>Looking at the development of Haidilao in recent years, behind the hot pot industry, the advantages of the service industry have become Haidilao's second-level growth point, and it is also a magic weapon to maintain its lead in expansion. The \"home-away-from-home\" service has won a good reputation for Haidilao and maintained user stickiness higher than the industry level.</p><p><img src=\"https://static.tigerbbs.com/abb02eb79735a38b3a6201da9e9d0030\" tg-width=\"500\" tg-height=\"333\" referrerpolicy=\"no-referrer\"></p><p>▲ Photo: Haidilao Official Weibo</p><p>However, the large-scale expansion of the sinking market has brought more customer groups and users at different levels, and the uncontrollability in the process of providing services has also increased. In May of this year, a man ate a cockroach in Haidilao quickly made headlines. Although it was finally proved to be a frame-up directed and acted by the man, the audience who didn't know the truth for a while still quickly pointed the finger at Haidilao, which also shows that Haidilao, which relies on services, has to face \"reputation challenges\" from the outside world from time to time at any time. In the future, in the face of a more diverse audience, how to deal with atypical customer groups will also bring pressure beyond Haidilao's performance.</p><p>On the other hand, store expansion has also brought about increased management difficulties. In the past, Haidilao's high-quality catering service has become an industry benchmark. With the opening of branches, it remains to be examined whether the management quality can continue to be maintained. On the Internet, there are not a few users who complain that \"Haidilao's service is not as good as before\". To continue to ensure the service level and quality, Haidilao has to further strengthen its investment in management.</p><p>It can be said that taking service as the selling point can only add icing on the cake, and solid product quality can ensure the sustainable development of enterprises. Especially in the catering industry, it is already very difficult to be an evergreen tree. Brands emerge in endlessly, and the tastes of the public are changing all the time. Attracting users to stores with services is Haidilao's long board. However, in the context of the saturation of the hot pot market and the impact of the epidemic, only service will not only fail to satisfy the audience, but capital will not pay for a long time.</p><p>03</p><p>Haidilao, why fish</p><p>Valuations have been halved and performance has declined. How to solve Haidilao's \"double kill\" dilemma?</p><p>Expanding against the trend during the epidemic is more like a big gamble for Haidilao in the catering market. In the short term, opening a store does affect the capital flow and turnover rate, making Haidilao's \"financial report\" not so good-looking, and its valuation is also greatly affected. But in the long run, in the context of the recovery of the epidemic, this is also a long-term strategy.</p><p>However, compared with the dilemma caused by capital investment, brand repositioning is the most important thing in the contemporary era. As far as the current situation is concerned, the valuation of Haidilao, which is in the growth period, is still at a high level. Bloomberg data shows that from 1999 to 2007,<a href=\"https://laohu8.com/S/SBUX\">Starbucks</a>During the period of rapid growth, the valuation center was 57 times. Haidilao's valuation center in the past three years has been about 242 times, so although the market value has been halved, this has only brought Haidilao's P/E back to a relatively normal high level.</p><p>The industry generally believes that this pullback is likely to be permanent. Haidilao has passed the dividend period brought about by rapid expansion. Under the inherent business model, it is still unknown whether the turnover rate can rebound and the profit can rebound. And this means that Haidilao needs to find a second growth curve.</p><p><img src=\"https://static.tigerbbs.com/79533db998adccab4fd6a4d03b3ae31c\" tg-width=\"500\" tg-height=\"333\" referrerpolicy=\"no-referrer\"></p><p>▲ Photo: Haidilao Official Weibo</p><p>On the other hand, new entrants are also bringing new pressure to Haidilao. Hot pot restaurants such as Gelaoguan, Xiaolongkan, and Baheli, which have taken advantage of the Internet celebrity economy, are also constantly challenging Haidilao's dominance, setting their sights on the broader catering field, and various catering brands are also emerging in endlessly..</p><p>Judging from the answer sheet submitted by Haidilao now, the outside world has not seen a clear answer to the future of Haidilao. In addition to food safety, service quality and other factors that have been questioned by the outside world, Haidilao has also shown a state of slow loss in the service areas it is good at, and there is currently no new business to drive its faster development. Whether it can continue to grow in the future is also the focus of attention from the outside world.</p><p>It is not as easy as imagined to continue to be the first catering stock, except that it must have excellent products and strength. How to mobilize the current catering matrix and achieve new performance growth is becoming Haidilao's top priority.</p>","source":"tencent","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>Haidilao falls to the bottom of the sea</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nHaidilao falls to the bottom of the sea\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">观察者网</strong><span class=\"h-time small\">2021-06-22 14:49</span>\n</p>\n</h4>\n</header>\n<article>\n<p>21 June #<a href=\"https://laohu8.com/S/06862\">Haidilao</a>The market value evaporated by more than HK $240 billion # boarded<a href=\"https://laohu8.com/S/WB\">Weibo</a>Hot search, after the market value fell below HK $200 billion last week, Haidilao's stock price fell by more than 5% again today, and its market value fell by more than HK $250 billion in four months. Going back a week, on June 15, after the opening of the market, Haidilao's stock price fell nearly 7% to HK $37.05, a new low, and the intraday low fell to HK $196.4 billion.</p><p>Behind the \"retreat\" of the secondary market is Haidilao's declining turnover rate. According to data from Haidilao's annual report, the table turnover rates of Haidilao restaurants in first-and second-tier cities in 2019 were 4.7/4.9 times/day respectively, a decrease of 0.4 times/day from 5.1/5.3 times/day in 2018. In 2020, the overall turnover rate of Haidilao restaurants will be 3.5 times/day; At the beginning of May 2021, company insiders revealed to brokers that the restaurant turnover rate in April was less than 3 times per day. This means that in the context of the great recovery of the catering industry, Haidilao's turnover rate has been declining.</p><p>according to<a href=\"https://laohu8.com/S/002736\">Guosen Securities</a>According to the calculation, the balance line of profit and loss for a single Haidilao store is 3 times/day. Therefore, falling below 3 times per day also means that Haidilao's single store is in a state of loss or low profit.</p><p>With its 24-hour business and multi-format service business model, Haidilao quickly filled the vacancy in China's nightlife market and created Haidilao's own hot pot industry service standards. Under the new consumption trend, it has won praise from many diners, which also gives Haidilao the confidence to continue to expand and speed up the opening of branches.</p><p>However, with the release of Haidilao's 2020 financial report, the outside world has further glimpsed into the situation of this hot pot giant under the epidemic, and its market value has dropped from HK $450 billion at its peak to less than HK $200 billion today..</p><p>Behind the market value falling by more than 250 billion Hong Kong dollars, how should we view such a company?</p><p>01</p><p>How big is the seabed foam</p><p>Haidilao, whose market value has fallen from the altar, is undoubtedly experiencing an unprecedented darkest moment.</p><p>The story of HK $450 billion is the capital market's valuation of Haidilao, but is this really \"worthy of the name\"? From the perspective of stock price growth, Haidilao has indeed achieved growth against the trend when the epidemic has affected the catering industry on a large scale. Behind the growth is the optimism of the secondary market, and it also means the affirmation of the rapid expansion of Haidilao stores. After all, the number of stores opened An increase often means an increase in total revenue. The more stores there are, the more obvious the scale effect will be.</p><p>The data shows that as of the end of 2020, the number of Haidilao restaurants was 1,298, an increase of 530 compared with 768 in the same period last year. Among them, 1,205 are located in mainland China and 93 are located in 14 countries and regions outside mainland China.</p><p>2017 to 2019 is the \"golden age\" of Haidilao. In recent years, the number of Haidilao stores has expanded at a compound annual growth rate of 41%, and the overall restaurant turnover rate has remained high, reaching an average of 4.9 times per day. The strong turnover rate is the strongest guarantee for the continued growth of revenue and profits. The 2019 performance report shows that Haidilao achieved annual revenue of 26.556 billion yuan, a year-on-year increase of 56.5%, and net profit of 2.347 billion yuan, a year-on-year increase of 42.3%.</p><p><img src=\"https://static.tigerbbs.com/004059ef41e3cf25796f959fd6f3218b\" tg-width=\"500\" tg-height=\"310\" referrerpolicy=\"no-referrer\"></p><p>▲ Photo: Haidilao Official Weibo</p><p>Judging from the expansion speed of Haidilao before 2019, even if it is growing at a high speed, the profit and turnover rate have not fallen. By 2020, Haidilao's operating income will be 28.614 billion yuan, an increase of 7.8% over 2019; Profit for the year was RMB310 million, representing a decrease of 86.8% as compared with 2019. Haidilao stated in the announcement that restaurant network expansion is the main driving force for overall revenue growth. Behind the growth of Haidilao's revenue in 2020 is the large investment of continued inefficiency in opening stores.</p><p>Behind the \"crazy\" rise in stock price and market value, Haidilao's bubble has also begun to gradually expand.</p><p>The pandemic hit and the crisis swept across the restaurant industry. At this time, Haidilao did not stop the original plan to open more stores. Against the background of tightening market demand, opening a large area of stores in a short period of time not only lowered the turnover rate of other stores in the same area, but also opened new branches themselves. It is also difficult to make a profit in the short term. At the same time, in terms of the scale of Haidilao itself, the areas with the strongest catering demand in first-and second-tier cities have been covered in 2020 and before. In the process of going deep into the non-central areas of first-and second-tier cities and third-and fourth-tier cities, Haidilao is a little too anxious.</p><p>For such a giant that quickly wants to occupy the blank market, the reaction of today's capital market seems to speak volumes.</p><p>02</p><p>Hot pot or service</p><p>When we talk about Haidilao, is the first word that comes to mind \"hot pot\" or \"service\"?</p><p>Service has almost become synonymous with Haidilao. However, the laws of the catering market and service industry where Haidilao's main business is located are quite different.</p><p>The market size of hot pot can reach one trillion yuan, and Haidilao's market share is 6%. On the one hand, with the continuous subdivision of the vertical track of the hot pot industry, in addition to Haidilao, Chongqing hot pot, Chaoshan beef hot pot, and bullfrog hot pot have also become popular categories. On the other hand, the increase in the number of brands has led to a trend of diversification in the industry, and it is difficult to win by differentiating advantages in terms of hot pot taste.</p><p>Looking at the development of Haidilao in recent years, behind the hot pot industry, the advantages of the service industry have become Haidilao's second-level growth point, and it is also a magic weapon to maintain its lead in expansion. The \"home-away-from-home\" service has won a good reputation for Haidilao and maintained user stickiness higher than the industry level.</p><p><img src=\"https://static.tigerbbs.com/abb02eb79735a38b3a6201da9e9d0030\" tg-width=\"500\" tg-height=\"333\" referrerpolicy=\"no-referrer\"></p><p>▲ Photo: Haidilao Official Weibo</p><p>However, the large-scale expansion of the sinking market has brought more customer groups and users at different levels, and the uncontrollability in the process of providing services has also increased. In May of this year, a man ate a cockroach in Haidilao quickly made headlines. Although it was finally proved to be a frame-up directed and acted by the man, the audience who didn't know the truth for a while still quickly pointed the finger at Haidilao, which also shows that Haidilao, which relies on services, has to face \"reputation challenges\" from the outside world from time to time at any time. In the future, in the face of a more diverse audience, how to deal with atypical customer groups will also bring pressure beyond Haidilao's performance.</p><p>On the other hand, store expansion has also brought about increased management difficulties. In the past, Haidilao's high-quality catering service has become an industry benchmark. With the opening of branches, it remains to be examined whether the management quality can continue to be maintained. On the Internet, there are not a few users who complain that \"Haidilao's service is not as good as before\". To continue to ensure the service level and quality, Haidilao has to further strengthen its investment in management.</p><p>It can be said that taking service as the selling point can only add icing on the cake, and solid product quality can ensure the sustainable development of enterprises. Especially in the catering industry, it is already very difficult to be an evergreen tree. Brands emerge in endlessly, and the tastes of the public are changing all the time. Attracting users to stores with services is Haidilao's long board. However, in the context of the saturation of the hot pot market and the impact of the epidemic, only service will not only fail to satisfy the audience, but capital will not pay for a long time.</p><p>03</p><p>Haidilao, why fish</p><p>Valuations have been halved and performance has declined. How to solve Haidilao's \"double kill\" dilemma?</p><p>Expanding against the trend during the epidemic is more like a big gamble for Haidilao in the catering market. In the short term, opening a store does affect the capital flow and turnover rate, making Haidilao's \"financial report\" not so good-looking, and its valuation is also greatly affected. But in the long run, in the context of the recovery of the epidemic, this is also a long-term strategy.</p><p>However, compared with the dilemma caused by capital investment, brand repositioning is the most important thing in the contemporary era. As far as the current situation is concerned, the valuation of Haidilao, which is in the growth period, is still at a high level. Bloomberg data shows that from 1999 to 2007,<a href=\"https://laohu8.com/S/SBUX\">Starbucks</a>During the period of rapid growth, the valuation center was 57 times. Haidilao's valuation center in the past three years has been about 242 times, so although the market value has been halved, this has only brought Haidilao's P/E back to a relatively normal high level.</p><p>The industry generally believes that this pullback is likely to be permanent. Haidilao has passed the dividend period brought about by rapid expansion. Under the inherent business model, it is still unknown whether the turnover rate can rebound and the profit can rebound. And this means that Haidilao needs to find a second growth curve.</p><p><img src=\"https://static.tigerbbs.com/79533db998adccab4fd6a4d03b3ae31c\" tg-width=\"500\" tg-height=\"333\" referrerpolicy=\"no-referrer\"></p><p>▲ Photo: Haidilao Official Weibo</p><p>On the other hand, new entrants are also bringing new pressure to Haidilao. Hot pot restaurants such as Gelaoguan, Xiaolongkan, and Baheli, which have taken advantage of the Internet celebrity economy, are also constantly challenging Haidilao's dominance, setting their sights on the broader catering field, and various catering brands are also emerging in endlessly..</p><p>Judging from the answer sheet submitted by Haidilao now, the outside world has not seen a clear answer to the future of Haidilao. In addition to food safety, service quality and other factors that have been questioned by the outside world, Haidilao has also shown a state of slow loss in the service areas it is good at, and there is currently no new business to drive its faster development. Whether it can continue to grow in the future is also the focus of attention from the outside world.</p><p>It is not as easy as imagined to continue to be the first catering stock, except that it must have excellent products and strength. How to mobilize the current catering matrix and achieve new performance growth is becoming Haidilao's top priority.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021062210504179c92f24&s=b\">观察者网</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/23f2c25e060d113f3768c45cafc16292","relate_stocks":{"06862":"海底捞"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021062210504179c92f24&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2145185037","content_text":"6月21日，#海底捞市值蒸发超2400亿港元#登上微博热搜，继上周市值跌破2000亿港元之后，海底捞今日股价再度跌超5%，四个月市值跌超2500亿港元。往前追溯一周，6月15日，开盘后的海底捞股价大跌近7%，至37.05港元，创出新低，盘中最低跌至1964亿港元。\n二级市场“败退”背后，是海底捞步步下跌的翻台率。根据海底捞年报数据显示，2019年海底捞餐厅一线和二线城市的翻台率分别为4.7/4.9次/天，较2018年5.1/5.3次/天均下降0.4次/天。2020年，海底捞餐厅整体翻台率为3.5次/天；2021年5月初，公司内部人士曾向券商透露4月份餐厅翻台率不到3次/天。这意味着，在餐饮行业大复苏的背景下，海底捞的翻台率却一直在下降。\n根据 国信证券 的测算，海底捞单店守住盈亏的平衡线为翻台率3次/天。因此，跌破3次/天也表示海底捞单店处于亏损或者微利状态。\n凭借着24小时营业和多业态服务的经营模式，海底捞迅速填补了中国夜生活市场的空缺，并制造属于海底捞自己的火锅业服务标准。在新消费趋势下获得许多食客好评，这也让海底捞有底气持续扩张，加快分店开设速度。\n然而，随着海底捞2020年财报的发布，外界也进一步窥探到这家火锅巨企在疫情之下的阵面，其市值更是从巅峰时期的4500亿港元跌至今日的不到2000亿港元。\n市值跌超2500亿港元背后，我们应该如何看待这样一家企业？\n01\n海底泡沫有多大\n市值跌下神坛的海底捞无疑正在经历着前所未有的至暗时刻。\n4500亿港元的故事是资本市场对于海底捞的估价，但这真的“名副其实”吗？从股价增长来看，在疫情大面积影响餐饮业情况下，海底捞确实实现了逆势增长，增长背后是二级市场的看好，同时也意味着对海底捞门店快速扩张的肯定，毕竟开店数量的增加往往意味着总营收的增加。门店数目越多，规模效应就越明显。\n数据显示，截至2020年年底，海底捞餐厅数为1298家，相比上年同期的768家增加了530家。其中1205家位于中国大陆，93家位于中国大陆以外14个国家和地区。\n2017年～2019年，是海底捞的“黄金时代”。这些年海底捞的门店数量以41%的年复合增长率进行扩张，整体餐厅翻台率始终保持高位，达到平均4.9次/天。翻台率的坚挺是营收和利润持续增长的最强保障，2019年业绩报告显示，海底捞全年实现收入265.56亿元，同比增长了56.5%，净利润23.47亿元，同比增长42.3%。\n\n▲图：海底捞官微\n从2019年即以前海底捞的扩张速度来看，即便是处于高速增长，利润和翻台率依旧没有下跌。而到了2020年，海底捞营业收入为286.14亿元，比2019年增长7.8%；年内溢利3.10亿元，比2019年下降86.8%?。海底捞在公告中表示，餐厅网络拓展是整体收入增长的主要驱动力。2020年海底捞营收的增长背后，是开店持续低效的大额投入。\n在股价和市值“疯狂”上涨背后，海底捞的泡沫也开始逐渐膨胀。\n疫情袭来，危机席卷了整个餐饮业。此时的海底捞并没有叫停原定的门店增开计划，而在市场需求紧缩背景下，短时间内大面积开店，不仅拉低了同区域其他门店的翻台率，新开分店本身大概率也难短期内盈利。同时，就海底捞本身规模来看，一二线城市餐饮需求最强大的区域在2020年及以前已经完成了覆盖。在深入一二线城市非中心领域和三四线城市过程中，海底捞有些过于着急。\n对于这样快速想要占领空白市场的巨头来说，今天资本市场的反应似乎说明了一切。\n02\n火锅还是服务\n当我们谈起海底捞，想起的第一个词是“火锅”还是“服务”？\n服务几乎成了海底捞的代名词。但海底捞主体业务所处的餐饮市场与服务业的规律却又大相径庭。\n火锅的市场规模可达万亿，海底捞的市场份额为6%，一方面，随着火锅业垂直赛道不断细分，除了海底捞，重庆火锅、潮汕牛肉火锅、牛蛙火锅也成为热门品类，另一方面，品牌数目的增多导致业内呈现多样化趋势，从火锅口味上很难以差异化优势取胜。\n纵观海底捞近几年的发展，火锅业背后，服务业的优势已然成为海底捞的第二级增长点，也是在扩张中保持领先的制胜法宝。“宾至如归”的服务为海底捞赢得了良好口碑，并保持着高于行业水准的用户粘性。\n\n▲图：海底捞官微\n然而，大规模扩张下沉市场带来了更多不同层次的客群用户，在提供服务过程中不可控性也增加了。今年5月，一则男子在海底捞内吃出蟑螂迅速上了头版头条，虽然最后被证明是男子自导自演的栽赃陷害，但一时不明真相的受众依然迅速将矛头直指海底捞，这也说明依托服务的海底捞，不得不随时面对外界时不时的“名誉挑战”。未来，面对更加多样化受众，如何去处理非典型客群，这也会为海底捞带来业绩之外的压力。\n另一方面，门店扩张也带来了管理难度的加大。过去海底捞优质化的餐饮服务已经成为了行业标杆，随着分店的开张，管理质量能否继续保持有待考究。网络上，抱怨“海底捞服务不如从前”的用户不在少数，想要继续保证服务水平和质量，海底捞不得不进一步加强管理上的投入。\n可以说，以服务为卖点始终只能锦上添花，扎实的产品质量才能保证企业的可持续发展。尤其是餐饮行业，做常青树本身已然十分困难，品牌层出不穷，大众的口味时刻也在变化，用服务吸引用户到店是海底捞的长板，但在火锅市场趋于饱和，疫情冲击大背景下，仅仅只有服务，不仅无法满足受众，资本也不会长期买单。\n03\n海底捞，何以捞\n估值腰斩，业绩下滑，海底捞的“双杀”困境如何解决？\n在疫情期间逆势扩张更像是海底捞在餐饮市场的一场豪赌。短线来看，开店确实影响了资金流和翻台率，让海底捞的“财报”没有那么好看，估值也颇受影响。但长期来看，在疫情复苏的大背景下，这也不失为一种长期策略。\n然而，比起资金投入带来的困境，品牌重新定位才是当代最紧要的。就目前现状来看，处于增长期的海底捞估值仍然在高位。彭博数据显示，1999～2007年是星巴克的高速增长时期，估值中枢为57倍。海底捞过去三年的估值中枢约为242倍，因此尽管市值腰斩，但这也只是让海底捞的市盈率回到了相对正常的高位。\n业界普遍认为，此次回调很可能是永久性的。海底捞已经过了快速扩张带来的红利期，在固有的经营模式下，翻台率回升和盈利能否回涨目前仍是未知数。而这也就意味着海底捞需要寻找第二增长曲线。\n\n▲图：海底捞官微\n另一方面，新的入局者也在给海底捞带来新的压力。哥老官、小龙坎、八合里等乘着网红经济走红的火锅店，也在不断对海底捞的霸主地位发起挑战，把目光放到更宽广的整个餐饮领域，各个餐饮品牌也在层出不穷的涌现。\n从现在海底捞呈交的答卷来看，关于海底捞的未来，外界并没有看出明确的答案。在食品安全，服务品质等被外界质疑的因素外，海底捞在擅长的服务领域也呈现出缓慢失势的状态，并且目前暂时也没有新的业务驱动其更快速的发展，未来能否持续增长也是外界颇为关注的焦点。\n想要持续坐稳餐饮第一股，并非想象中容易，除了必须要有过硬的产品和实力。如何调动起现行的餐饮矩阵，实现新的业绩增长正成为是海底捞的重中之重。","news_type":1,"symbols_score_info":{"06862":0.9}},"isVote":1,"tweetType":1,"viewCount":1027,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3572046493348009","authorId":"3572046493348009","name":"Savage_Never","avatar":"https://static.tigerbbs.com/e8c5d3c6800ec12c32423a3100658845","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3572046493348009","idStr":"3572046493348009"},"content":"Do the task hey hey hey please praise please comment crab crab","text":"Do the task hey hey hey please praise please comment crab crab","html":"Do the task hey hey hey please praise please comment crab crab"},{"author":{"id":"3557531278630339","authorId":"3557531278630339","name":"Hannee","avatar":"https://static.tigerbbs.com/2a23162818c1e2b051d79f5521b6ee57","crmLevel":12,"crmLevelSwitch":1,"authorIdStr":"3557531278630339","idStr":"3557531278630339"},"content":"I think i type in english. When it translate to chinese, the meaning totally Difference. Sorry about that!","text":"I think i type in english. When it translate to chinese, the meaning totally Difference. Sorry about that!","html":"I think i type in english. When it translate to chinese, the meaning totally Difference. Sorry about that!"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":111580893,"gmtCreate":1622686488312,"gmtModify":1704188921347,"author":{"id":"3557531278630339","authorId":"3557531278630339","name":"Hannee","avatar":"https://static.tigerbbs.com/2a23162818c1e2b051d79f5521b6ee57","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3557531278630339","idStr":"3557531278630339"},"themes":[],"htmlText":"Huawei will affect xm share price ! Be careful !!&nbsp;","listText":"Huawei will affect xm share price ! Be careful !!&nbsp;","text":"Huawei will affect xm share price ! Be careful !!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/111580893","repostId":"1151093197","repostType":4,"isVote":1,"tweetType":1,"viewCount":927,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3564479083780631","authorId":"3564479083780631","name":"第N次大变革大分流","avatar":"https://community-static.tradeup.com/news/7ac78897b78c47a3afab38088cf5216c","crmLevel":13,"crmLevelSwitch":1,"authorIdStr":"3564479083780631","idStr":"3564479083780631"},"content":"xiaomi will beat huawei","text":"xiaomi will beat huawei","html":"xiaomi will beat huawei"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802166732,"gmtCreate":1627735576926,"gmtModify":1703495343040,"author":{"id":"3557531278630339","authorId":"3557531278630339","name":"Hannee","avatar":"https://static.tigerbbs.com/2a23162818c1e2b051d79f5521b6ee57","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3557531278630339","idStr":"3557531278630339"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/D05.SI\">$DBS GROUP HOLDINGS LTD(D05.SI)$</a> Drop in&nbsp;Friday due to investor cash out. Got chance for new wave, as old batch investor has left and cash out :)&nbsp;","listText":"<a href=\"https://laohu8.com/S/D05.SI\">$DBS GROUP HOLDINGS LTD(D05.SI)$</a> Drop in&nbsp;Friday due to investor cash out. Got chance for new wave, as old batch investor has left and cash out :)&nbsp;","text":"$DBS GROUP HOLDINGS LTD(D05.SI)$ Drop in Friday due to investor cash out. Got chance for new wave, as old batch investor has left and cash out :)","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/802166732","isVote":1,"tweetType":1,"viewCount":2602,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}