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2024-10-08

Post too early?

Chinese Stocks Rally on Return From Holidays as Hong Kong Slides

2024-07-30

$NVIDIA Corp(NVDA)$ Stay down longer. Overbought with a beautiful double top.

2024-07-03

‌$NVIDIA Corp(NVDA)$ ‌CEO and insiders selling, but dumb money is buying

2024-02-09

$BILL HOLDINGS INC(BILL)$ Looking at $NET, this is junk stock

2023-12-07

People still play shit REITs?

4 Dependable Singapore Blue-Chip Stocks with Dividend Yields of 5.5% or Higher

2023-12-05

Just let the competitors die

Sorry, the original content has been removed

2023-11-30

Just let it sink

Jack Ma Returns to Rally Troops After Alibaba’s Troubles Deepen

2022-12-16

Beginning to open legs like android

Apple: Mr. Cook Begins To Tear Down The Walled Garden

2022-12-15

Please crash

Singapore Home Sales Plunge to Eight-Year Low on Supply Crunch

2022-11-04

Overreact

Cloudflare Stock Drops More Than 13% After Results, Outlook Top Street View

2022-09-28

$FRENCKEN GROUP LIMITED(E28.SI)$Going backto pre covid levels

2022-09-24

It's just serious fear and greed

Why I'm Not Worried About the Stock Market

2022-08-24

$NVIDIA Corp(NVDA)$Dead stock

2022-06-16

Look at monthly chart and you'll roughly know

@babiboo:$Nasdaq 100 Trust(QQQ)$y keep droppingg

2021-08-18

Wait for correction

Sorry, the original content has been removed

2021-07-27

$Sea Ltd(SE)$ Glad to take profit, wait to enter again

2021-07-23

$BioNTech SE(BNTX)$ gains from yesterday gone

2021-07-02

$Sea Ltd(SE)$ Laggard

2021-07-02

$PayPal(PYPL)$ $PayPal(PYPL)$ laggard performance

2021-06-25

Do the opposite of JC

Sorry, the original content has been removed

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too early?","listText":"Post too early?","text":"Post too early?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/357767589187656","repostId":"1143677632","repostType":2,"repost":{"id":"1143677632","kind":"news","pubTimestamp":1728354300,"share":"https://ttm.financial/m/news/1143677632?lang=&edition=full_marsco","pubTime":"2024-10-08 10:25","market":"sh","language":"en","title":"Chinese Stocks Rally on Return From Holidays as Hong Kong Slides","url":"https://stock-news.laohu8.com/highlight/detail?id=1143677632","media":"Bloomberg","summary":"Benchmark CSI 300 Index jumps as onshore markets reopenGauge of Chinese stocks in Hong Kong drops after recent rallyChinese stocks listed onshore jumped as trading resumed following a week-long holida","content":"<html><head></head><body><ul style=\"\"><li><p>CSI 300 Index climbs as much as 11% after week-long break</p></li><li><p>Gauge of Chinese stocks in Hong Kong drops after recent rally</p></li></ul><p>Chinese stocks listed onshore jumped as trading resumed following a week-long holiday, with encouraging home sales and consumption data giving fresh impetus to a rally sparked by Beijing’s stimulus blitz. Those in Hong Kong slid.</p><p style=\"text-align: start;\">The benchmark CSI 300 Index surged almost 11% in early trading before paring its advance to 6.8%. The measure had gained for nine straight sessions through Sept. 30 before heading into the Golden Week break. A gauge of Chinese shares listed in Hong Kong tumbled 6% after having rallied almost 11% in the period that onshore markets were shut.</p><p>“There is some convergence in the markets — a rotation from Hong Kong to China,” said Marvin Chen, a strategist at Bloomberg Intelligence in Hong Kong. “A-shares are primarily going to be the beneficiary of the domestic liquidity stimulus.”</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/61fb5ab475f7f1ac908a916cc6acce88\" tg-width=\"1200\" tg-height=\"675\"/></p><p style=\"text-align: start;\">Sentiment toward Chinese equities has seen a dramatic turnaround since late-September as the authorities unveiled a range of supportive measures that included interest-rate cuts, freeing-up of cash for banks and liquidity support for stocks. Wall Street heavyweights including Goldman Sachs Group Inc., HSBC Holdings Plc and BlackRock Inc. have upgraded the once-beaten down stock market amid bets of further stimulus.</p><p style=\"text-align: start;\">China’s top economic planner — the National Development and Reform Commission — began a press briefing Tuesday morning to discuss a package of policies aimed at boosting economic growth.</p><p>“The durability of this China rally will depend on action following words on the fiscal side of the equation,” said Aleksey Mironenko, global head of investment solutions at Leo Wealth in Hong Kong. “The key thing we are watching going forward — what policies will be announced in coming weeks following the Politburo and State Council statements? That will determine if our overweight is a tactical one — to be taken off as relative valuations change – or a strategic one.”</p><p>China’s government bonds extended their pre-holiday declines, with the benchmark 10-year yield rising seven basis points to 2.22%, as investors dumped haven assets to chase the stocks rally.</p><h3 id=\"id_1357798356\" style=\"text-align: start;\">Housing Market</h3><p style=\"text-align: start;\">Early signs show that Beijing’s latest steps to revive the housing market have had an immediate impact, judging from reports of brisk sales and buyer interest during the Golden Week holiday. In cities with residential projects running promotions, visits by prospective home-buyers climbed at least 50% from a year earlier, CCTV news reported, citing the Ministry of Housing and Urban-Rural Development.</p><p style=\"text-align: start;\">Separately, China’s in-store and dine-in consumption rose around 40% on Meituan’s online platform during the break, Shanghai Securities News reported, citing data from the e-commerce firm. Passenger trips on China’s railway network rose to a record high on the first day of the week-long holiday, while nationwide travel increased 3.2% on year during the first six days of the break, according to Citigroup Inc.</p><p>The CSI 300 Index is trading at 13.3 times forward earnings, slightly above its five-year historical average. The Hang Seng China Enterprises Index trades at 9.7 times estimated earnings for the next 12 months, less than half that of the S&amp;P 500, data compiled by Bloomberg show.</p><p>The world’s second-largest equity market has had multiple boom-and-bust cycles. Confronted by slowing growth and disinflationary pressures, China swung into stimulus mode in late 2014, setting off an eye-watering stock market rally that spectacularly crashed back to earth in mid 2015. Back then, the nation’s retail traders ramped up leverages and sent the Shanghai Stock Exchange Composite Index more than doubled its level from October 2014 to June 2015. Then the equity gauge plunged more than 40% in two months.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Chinese Stocks Rally on Return From Holidays as Hong Kong Slides</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\">\nChinese Stocks Rally on Return From Holidays as Hong Kong Slides\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-08 10:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2024-10-08/chinese-stocks-surge-on-return-from-holidays-as-euphoria-extends?srnd=homepage-americas><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>CSI 300 Index climbs as much as 11% after week-long breakGauge of Chinese stocks in Hong Kong drops after recent rallyChinese stocks listed onshore jumped as trading resumed following a week-long ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-10-08/chinese-stocks-surge-on-return-from-holidays-as-euphoria-extends?srnd=homepage-americas\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.bloomberg.com/news/articles/2024-10-08/chinese-stocks-surge-on-return-from-holidays-as-euphoria-extends?srnd=homepage-americas","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143677632","content_text":"CSI 300 Index climbs as much as 11% after week-long breakGauge of Chinese stocks in Hong Kong drops after recent rallyChinese stocks listed onshore jumped as trading resumed following a week-long holiday, with encouraging home sales and consumption data giving fresh impetus to a rally sparked by Beijing’s stimulus blitz. Those in Hong Kong slid.The benchmark CSI 300 Index surged almost 11% in early trading before paring its advance to 6.8%. The measure had gained for nine straight sessions through Sept. 30 before heading into the Golden Week break. A gauge of Chinese shares listed in Hong Kong tumbled 6% after having rallied almost 11% in the period that onshore markets were shut.“There is some convergence in the markets — a rotation from Hong Kong to China,” said Marvin Chen, a strategist at Bloomberg Intelligence in Hong Kong. “A-shares are primarily going to be the beneficiary of the domestic liquidity stimulus.”Sentiment toward Chinese equities has seen a dramatic turnaround since late-September as the authorities unveiled a range of supportive measures that included interest-rate cuts, freeing-up of cash for banks and liquidity support for stocks. Wall Street heavyweights including Goldman Sachs Group Inc., HSBC Holdings Plc and BlackRock Inc. have upgraded the once-beaten down stock market amid bets of further stimulus.China’s top economic planner — the National Development and Reform Commission — began a press briefing Tuesday morning to discuss a package of policies aimed at boosting economic growth.“The durability of this China rally will depend on action following words on the fiscal side of the equation,” said Aleksey Mironenko, global head of investment solutions at Leo Wealth in Hong Kong. “The key thing we are watching going forward — what policies will be announced in coming weeks following the Politburo and State Council statements? That will determine if our overweight is a tactical one — to be taken off as relative valuations change – or a strategic one.”China’s government bonds extended their pre-holiday declines, with the benchmark 10-year yield rising seven basis points to 2.22%, as investors dumped haven assets to chase the stocks rally.Housing MarketEarly signs show that Beijing’s latest steps to revive the housing market have had an immediate impact, judging from reports of brisk sales and buyer interest during the Golden Week holiday. In cities with residential projects running promotions, visits by prospective home-buyers climbed at least 50% from a year earlier, CCTV news reported, citing the Ministry of Housing and Urban-Rural Development.Separately, China’s in-store and dine-in consumption rose around 40% on Meituan’s online platform during the break, Shanghai Securities News reported, citing data from the e-commerce firm. Passenger trips on China’s railway network rose to a record high on the first day of the week-long holiday, while nationwide travel increased 3.2% on year during the first six days of the break, according to Citigroup Inc.The CSI 300 Index is trading at 13.3 times forward earnings, slightly above its five-year historical average. The Hang Seng China Enterprises Index trades at 9.7 times estimated earnings for the next 12 months, less than half that of the S&P 500, data compiled by Bloomberg show.The world’s second-largest equity market has had multiple boom-and-bust cycles. Confronted by slowing growth and disinflationary pressures, China swung into stimulus mode in late 2014, setting off an eye-watering stock market rally that spectacularly crashed back to earth in mid 2015. Back then, the nation’s retail traders ramped up leverages and sent the Shanghai Stock Exchange Composite Index more than doubled its level from October 2014 to June 2015. Then the equity gauge plunged more than 40% in two months.","news_type":1},"isVote":1,"tweetType":1,"viewCount":881,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":333020490219624,"gmtCreate":1722331871761,"gmtModify":1722331875715,"author":{"id":"3558049596848718","authorId":"3558049596848718","name":"Maverickswav","avatar":"https://static.tigerbbs.com/119bb7c0b4017a61b09a104a864b61b7","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558049596848718","authorIdStr":"3558049596848718"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a> Stay down longer. Overbought with a beautiful double top.&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a> Stay down longer. Overbought with a beautiful double top.&nbsp;","text":"$NVIDIA Corp(NVDA)$ Stay down longer. Overbought with a beautiful double top.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/333020490219624","isVote":1,"tweetType":1,"viewCount":1052,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":323538267619392,"gmtCreate":1720014044396,"gmtModify":1720015978726,"author":{"id":"3558049596848718","authorId":"3558049596848718","name":"Maverickswav","avatar":"https://static.tigerbbs.com/119bb7c0b4017a61b09a104a864b61b7","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558049596848718","authorIdStr":"3558049596848718"},"themes":[],"htmlText":"‌<a href=\"https://laohu8.com/S/NVDA\">$NVIDIA Corp(NVDA)$ &nbsp;</a>‌CEO and insiders selling, but dumb money is buying","listText":"‌<a href=\"https://laohu8.com/S/NVDA\">$NVIDIA Corp(NVDA)$ &nbsp;</a>‌CEO and insiders selling, but dumb money is buying","text":"‌$NVIDIA Corp(NVDA)$ ‌CEO and insiders selling, but dumb money is buying","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/323538267619392","isVote":1,"tweetType":1,"viewCount":1208,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":271981495247056,"gmtCreate":1707439495629,"gmtModify":1707440466398,"author":{"id":"3558049596848718","authorId":"3558049596848718","name":"Maverickswav","avatar":"https://static.tigerbbs.com/119bb7c0b4017a61b09a104a864b61b7","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558049596848718","authorIdStr":"3558049596848718"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BILL\">$BILL HOLDINGS INC(BILL)$&nbsp;</a>Looking at $NET, this is junk stock","listText":"<a href=\"https://laohu8.com/S/BILL\">$BILL HOLDINGS INC(BILL)$&nbsp;</a>Looking at $NET, this is junk stock","text":"$BILL HOLDINGS INC(BILL)$ Looking at $NET, this is junk stock","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/271981495247056","isVote":1,"tweetType":1,"viewCount":1069,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":249348187766888,"gmtCreate":1701916474220,"gmtModify":1701916486892,"author":{"id":"3558049596848718","authorId":"3558049596848718","name":"Maverickswav","avatar":"https://static.tigerbbs.com/119bb7c0b4017a61b09a104a864b61b7","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558049596848718","authorIdStr":"3558049596848718"},"themes":[],"htmlText":"People still play shit REITs?","listText":"People still play shit REITs?","text":"People still play shit REITs?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/249348187766888","repostId":"2389464038","repostType":2,"repost":{"id":"2389464038","kind":"highlight","pubTimestamp":1701914807,"share":"https://ttm.financial/m/news/2389464038?lang=&edition=full_marsco","pubTime":"2023-12-07 10:06","market":"sg","language":"en","title":"4 Dependable Singapore Blue-Chip Stocks with Dividend Yields of 5.5% or Higher","url":"https://stock-news.laohu8.com/highlight/detail?id=2389464038","media":"The Smart Investor","summary":"If you are looking for high dividend yields coupled with stability, look no further than these four blue-chip names.","content":"<html><head></head><body><p>The twin worries of high inflation and surging interest rates have cast a pall on the economic outlook.</p><p>Investors are worried that businesses may start reporting lower revenue and profits as consumer sentiment takes a hit.</p><p>During such troubled times, blue-chip stocks provide a haven that investors can rely on.</p><p>Their long track record, coupled with a strong reputation and experience in dealing with good and bad times, allow them to sail through challenging times to emerge stronger.</p><p>What’s more, most blue-chip stocks also pay out a dividend, thus providing investors with a useful stream of passive income to tide through the storm.</p><p>Here are four reliable blue-chip names sporting dividend yields of 5.5% or higher.</p><h2 id=\"id_2118175000\">OCBC Ltd (SGX: O39)</h2><p>OCBC Ltd is Singapore’s second-largest bank by market capitalisation.</p><p>The lender reported a strong set of earnings for the first nine months of 2023 (9M 2023).</p><p>Total income for 9M 2023 climbed 24% year on year to S$10.2 billion while net profit jumped 32% year on year to S$5.4 billion.</p><p>The bank’s net interest margin for the period also rose to 2.28%, up sharply from the 1.78% registered a year ago.</p><p>OCBC paid out a trailing 12-month dividend of S$0.80, translating into a trailing dividend yield of 6.3%.</p><p>CEO Helen Wong believes that the bank is on track for a resilient full-year performance with a net interest margin of 2.25% and a return on equity above 14%.</p><p>Loan growth is expected in the mid-single-digit region and the lender will maintain its 50% dividend payout ratio when it announces its 2023 results in February 2024.</p><h2 id=\"id_3539544156\">Mapletree Logistics Trust (SGX: M44U)</h2><p>Mapletree Logistics Trust, or MLT, is an industrial REIT with a portfolio of 189 properties across eight countries with assets under management (AUM) of S$13.3 billion as of 30 September 2023.</p><p>The REIT reported a commendable set of earnings for its first half of fiscal 2024 (1H FY2024) ending 30 September 2023.</p><p>Gross revenue for 1H FY2024 dipped 0.7% year on year to S$368.9 million with net property income (NPI) slipping 1% year on year to S$320.1 million.</p><p>However, MLT’s distribution per unit (DPU) managed to eke out a small 0.5% year on year increase to S$0.04539.</p><p>The logistics REIT’s trailing 12-month DPU came in at S$0.09034, giving its units a trailing distribution yield of 5.6%.</p><p>MLT’s portfolio occupancy remained robust at 96.9% and the REIT also registered a positive rental reversion of 0.2% for the quarter.</p><p>The REIT had just completed or is completing a series of five divestments in Singapore, Malaysia, and Japan as part of its capital recycling efforts.</p><p>1H FY2024 also saw a series of acquisitions that added eight properties to its portfolio for S$904.4 million.</p><h2 id=\"id_1884105657\">CapitaLand Ascendas REIT (SGX: A17U)</h2><p>CapitaLand Ascendas REIT, or CLAR, is the oldest industrial REIT in Singapore with a portfolio of 230 properties and an AUM of S$17 billion as of 30 June 2023.</p><p>For the first half of 2023 (1H 2023), CLAR reported a 7.7% year on year improvement in gross revenue while NPI shot up 6.7% year on year to S$508.8 million.</p><p>DPU, however, dipped slightly by 2% year on year to S$0.07719.</p><p>CLAR’s trailing 12-month DPU stood at S$0.15644, giving its units a trailing 12-month distribution yield of 5.5%.</p><p>The industrial REIT announced a robust set of operating metrics for its third quarter of 2023 (3Q 2023).</p><p>Portfolio occupancy stayed high at 94.5% and the REIT also enjoyed a positive rental reversion of 10.2%.</p><p>With an aggregate leverage of 37.2%, CLAR can tap on debt for yield-accretive acquisitions.</p><p>The REIT also has several ongoing projects worth S$600 million involving redevelopments or convert-to-suit works to enhance the returns of the portfolio.</p><h2 id=\"id_2674102907\">Frasers Logistics &amp; Commercial Trust (SGX: BUOU)</h2><p>Frasers Logistics &amp; Commercial Trust, or FLCT, has 107 industrial and commercial properties within its portfolio.</p><p>These properties are located in Singapore, the UK, Germany, Australia and the Netherlands with an AUM of S$6.4 billion as of 30 September 2023.</p><p>For its fiscal 2023 (FY2023) ending 30 September, FLCT saw revenue fall by 6.5% year on year to S$420.8 million.</p><p>NPI declined by 9% year on year to S$311.4 million because of higher utility expenses and finance costs.</p><p>DPU dipped by 7.6% year on year to S$0.0704, giving FLCT’s units a trailing distribution yield of 6.4%.</p><p>Despite the lower DPU, FLCT registered a healthy positive rental reversion of 18.9% for its portfolio and boasted a high occupancy rate of 96%.</p><p>The REIT sports a low aggregate leverage of just 30.2% along with a cost of debt of 2.2%, giving it a debt headroom of S$2.7 billion before it hits the 50% limit.</p><p>Elsewhere, FLCT also announced the acquisition of a logistics development on a freehold airport site in the Netherlands.</p><p>This DPU-accretive purchase will be completed by 1 November 2024.</p></body></html>","source":"thesmartinvestor_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>4 Dependable Singapore Blue-Chip Stocks with Dividend Yields of 5.5% or Higher</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{ 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}\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\">\n4 Dependable Singapore Blue-Chip Stocks with Dividend Yields of 5.5% or Higher\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-12-07 10:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://thesmartinvestor.com.sg/4-dependable-singapore-blue-chip-stocks-with-dividend-yields-of-5-5-or-higher/><strong>The Smart Investor</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The twin worries of high inflation and surging interest rates have cast a pall on the economic outlook.Investors are worried that businesses may start reporting lower revenue and profits as consumer ...</p>\n\n<a href=\"https://thesmartinvestor.com.sg/4-dependable-singapore-blue-chip-stocks-with-dividend-yields-of-5-5-or-higher/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0955669360.SGD":"Schroder ISF Asian Dividend Maximiser A Dis SGD","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 SGD-H","LU0210637038.USD":"HSBC GIF THAI EQUITY \"AD\" INC","SG9999002414.USD":"LIONGLOBAL SINGAPORE TRUST (USD) ACC","LU0821914370.USD":"贝莱德亚洲成长领袖A2","CFA.SI":"NikkoAM-STC Asia REIT","BK6516":"银行与投资服务概念","LU0181495838.USD":"施罗德新兴亚洲A Acc","LU0532188223.SGD":"JPMorgan Funds - ASEAN Equity A (acc) SGD","LU1130305938.SGD":"Schroder ISF Asian Dividend Maximiser A Dis SGD-H","SG9999016042.SGD":"Schroder Singapore Trust A Acc SGD","BK6523":"ESG概念","SG9999003826.SGD":"日兴资管新加坡股息基金 SGD","BK6082":"工业房地产投资信托","SGXZ58947870.SGD":"LIONGLOBAL SINGAPORE DIVIDEND EQUITY (SGDHDG) INC","SG9999002406.SGD":"利安新加坡信托基金","SG9999001127.SGD":"United Singapore Growth Fund SGD","LU1048588211.SGD":"Blackrock Asian Dragon A2 SGD-H","LU0072462343.USD":"贝莱德亚洲巨龙基金","LU0572940350.SGD":"Janus Henderson Horizon Asian Dividend Income A3 SGD","SG9999004360.SGD":"Nikko AM Shenton Thrift Fund SGD","M44U.SI":"丰树物流信托","SG9999000327.SGD":"Schroder Asian Growth A Dis SGD","LU0048573645.USD":"富达东盟基金","SG9999013460.SGD":"LionGlobal Singapore Dividend Equity Fund SGD","SG9999013478.USD":"利安新加坡股息基金","SG9999008742.SGD":"Eastspring Investments Unit Trusts - Singapore ASEAN Equity SGD","BUOU.SI":"星狮物流工业信托","LU0264606111.USD":"Janus Henderson Horizon Asian Dividend Income A2 USD","SG9999006266.SGD":"MANULIFE SINGAPORE EQUITY \"A\" (SGD) ACC","SG9999000343.SGD":"Schroder Singapore Trust A Dis SGD","SG9999002604.SGD":"LionGlobal Singapore/Malaysia SGD","SG9999005177.SGD":"Legg Mason Martin Currie - Southeast Asia Trust A Acc SGD","SG9999001689.USD":"施罗德亚洲成长股票","SG9999002679.SGD":"LionGlobal Singapore Balanced SGD","BK6512":"房地产股","A17U.SI":"凯德腾飞房产信托","SG9999014302.SGD":"RHB Singapore Income Fund SGD","O39.SI":"华侨银行","LU0572939691.SGD":"Janus Henderson Horizon Asian Dividend Income A2 SGD","SG9999001135.SGD":"United ASEAN Fund SGD","SG9999013486.USD":"LIONGLOBAL SINGAPORE DIVIDEND EQUITY (USD) INC A","SG9999000475.SGD":"Aberdeen Standard Singapore Equity SGD","BK6133":"工业房地产信托","BK6112":"综合性银行","LU0251143029.SGD":"Fidelity ASEAN A-SGD"},"source_url":"https://thesmartinvestor.com.sg/4-dependable-singapore-blue-chip-stocks-with-dividend-yields-of-5-5-or-higher/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2389464038","content_text":"The twin worries of high inflation and surging interest rates have cast a pall on the economic outlook.Investors are worried that businesses may start reporting lower revenue and profits as consumer sentiment takes a hit.During such troubled times, blue-chip stocks provide a haven that investors can rely on.Their long track record, coupled with a strong reputation and experience in dealing with good and bad times, allow them to sail through challenging times to emerge stronger.What’s more, most blue-chip stocks also pay out a dividend, thus providing investors with a useful stream of passive income to tide through the storm.Here are four reliable blue-chip names sporting dividend yields of 5.5% or higher.OCBC Ltd (SGX: O39)OCBC Ltd is Singapore’s second-largest bank by market capitalisation.The lender reported a strong set of earnings for the first nine months of 2023 (9M 2023).Total income for 9M 2023 climbed 24% year on year to S$10.2 billion while net profit jumped 32% year on year to S$5.4 billion.The bank’s net interest margin for the period also rose to 2.28%, up sharply from the 1.78% registered a year ago.OCBC paid out a trailing 12-month dividend of S$0.80, translating into a trailing dividend yield of 6.3%.CEO Helen Wong believes that the bank is on track for a resilient full-year performance with a net interest margin of 2.25% and a return on equity above 14%.Loan growth is expected in the mid-single-digit region and the lender will maintain its 50% dividend payout ratio when it announces its 2023 results in February 2024.Mapletree Logistics Trust (SGX: M44U)Mapletree Logistics Trust, or MLT, is an industrial REIT with a portfolio of 189 properties across eight countries with assets under management (AUM) of S$13.3 billion as of 30 September 2023.The REIT reported a commendable set of earnings for its first half of fiscal 2024 (1H FY2024) ending 30 September 2023.Gross revenue for 1H FY2024 dipped 0.7% year on year to S$368.9 million with net property income (NPI) slipping 1% year on year to S$320.1 million.However, MLT’s distribution per unit (DPU) managed to eke out a small 0.5% year on year increase to S$0.04539.The logistics REIT’s trailing 12-month DPU came in at S$0.09034, giving its units a trailing distribution yield of 5.6%.MLT’s portfolio occupancy remained robust at 96.9% and the REIT also registered a positive rental reversion of 0.2% for the quarter.The REIT had just completed or is completing a series of five divestments in Singapore, Malaysia, and Japan as part of its capital recycling efforts.1H FY2024 also saw a series of acquisitions that added eight properties to its portfolio for S$904.4 million.CapitaLand Ascendas REIT (SGX: A17U)CapitaLand Ascendas REIT, or CLAR, is the oldest industrial REIT in Singapore with a portfolio of 230 properties and an AUM of S$17 billion as of 30 June 2023.For the first half of 2023 (1H 2023), CLAR reported a 7.7% year on year improvement in gross revenue while NPI shot up 6.7% year on year to S$508.8 million.DPU, however, dipped slightly by 2% year on year to S$0.07719.CLAR’s trailing 12-month DPU stood at S$0.15644, giving its units a trailing 12-month distribution yield of 5.5%.The industrial REIT announced a robust set of operating metrics for its third quarter of 2023 (3Q 2023).Portfolio occupancy stayed high at 94.5% and the REIT also enjoyed a positive rental reversion of 10.2%.With an aggregate leverage of 37.2%, CLAR can tap on debt for yield-accretive acquisitions.The REIT also has several ongoing projects worth S$600 million involving redevelopments or convert-to-suit works to enhance the returns of the portfolio.Frasers Logistics & Commercial Trust (SGX: BUOU)Frasers Logistics & Commercial Trust, or FLCT, has 107 industrial and commercial properties within its portfolio.These properties are located in Singapore, the UK, Germany, Australia and the Netherlands with an AUM of S$6.4 billion as of 30 September 2023.For its fiscal 2023 (FY2023) ending 30 September, FLCT saw revenue fall by 6.5% year on year to S$420.8 million.NPI declined by 9% year on year to S$311.4 million because of higher utility expenses and finance costs.DPU dipped by 7.6% year on year to S$0.0704, giving FLCT’s units a trailing distribution yield of 6.4%.Despite the lower DPU, FLCT registered a healthy positive rental reversion of 18.9% for its portfolio and boasted a high occupancy rate of 96%.The REIT sports a low aggregate leverage of just 30.2% along with a cost of debt of 2.2%, giving it a debt headroom of S$2.7 billion before it hits the 50% limit.Elsewhere, FLCT also announced the acquisition of a logistics development on a freehold airport site in the Netherlands.This DPU-accretive purchase will be completed by 1 November 2024.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1286,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":248813309591776,"gmtCreate":1701777379022,"gmtModify":1701782717437,"author":{"id":"3558049596848718","authorId":"3558049596848718","name":"Maverickswav","avatar":"https://static.tigerbbs.com/119bb7c0b4017a61b09a104a864b61b7","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558049596848718","authorIdStr":"3558049596848718"},"themes":[],"htmlText":"Just let the competitors die&nbsp;","listText":"Just let the competitors die&nbsp;","text":"Just let the competitors die","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/248813309591776","repostId":"1148478328","repostType":2,"isVote":1,"tweetType":1,"viewCount":754,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":246931880693896,"gmtCreate":1701307518717,"gmtModify":1701307523407,"author":{"id":"3558049596848718","authorId":"3558049596848718","name":"Maverickswav","avatar":"https://static.tigerbbs.com/119bb7c0b4017a61b09a104a864b61b7","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558049596848718","authorIdStr":"3558049596848718"},"themes":[],"htmlText":"Just let it sink","listText":"Just let it sink","text":"Just let it sink","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/246931880693896","repostId":"1160087683","repostType":2,"repost":{"id":"1160087683","kind":"news","pubTimestamp":1701307087,"share":"https://ttm.financial/m/news/1160087683?lang=&edition=full_marsco","pubTime":"2023-11-30 09:18","market":"us","language":"en","title":"Jack Ma Returns to Rally Troops After Alibaba’s Troubles Deepen","url":"https://stock-news.laohu8.com/highlight/detail?id=1160087683","media":"Bloomberg","summary":"Founder urges employees to help company ‘correct its course’Ma weighs in with a rare comment on internal message boardJack MaChina’s most famous entrepreneur broke years of silence about Alibaba Group","content":"<html><head></head><body><ul style=\"\"><li><p>Founder urges employees to help company ‘correct its course’</p></li><li><p>Ma weighs in with a rare comment on internal message board</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f07a1feb7c7c9c8ffef161a23bed2a71\" title=\"Jack Ma\" tg-width=\"2000\" tg-height=\"1333\"/><span>Jack Ma</span></p><p>China’s most famous entrepreneur broke years of silence about Alibaba Group Holding Ltd. with a call to arms for employees, following years of brutal government punishment and strategic missteps that cost the e-commerce pioneer its place as leader of the country’s tech industry.</p><p>Jack Ma, the once-outspoken billionaire who stayed out of public view after clashing with Beijing, took to an internal message board to urge Alibaba to “correct its course” and lauded rival PDD Holdings Inc., which has been swiping market share. He expressed confidence the 220,000-plus staff can return to their success of the past with determination and hard work.</p><p>“Every great company is born in a winter,” Ma wrote in response to a staff post. “The people willing to reform for the future, and the organizations willing to pay any price and sacrifice, are the ones that are truly respected.”</p><p>PDD&#39;s market value once surpassed Alibaba in morning trading on Wednesday but closed with $188.3B market value still with $1.62B gap from Alibaba’s $189.92B.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6391de6d9334f784dd0a68c020807cfe\" tg-width=\"607\" tg-height=\"76\"/></p><p>Alibaba co-founder Jack Ma urged the company to correct course in a surprise internal memo, in which the billionaire called for fundamental change across the company he co-founded decades ago. Bloomberg’s Henry Ren and Isabelle Lee join Caroline Hyde and Ed Ludlow to break it all down on “Bloomberg Technology.”</p><p>Once the most valuable company in China, Alibaba has fallen far behind games and social media leader Tencent Holdings Ltd. Alibaba’s market valuation has tumbled from more than $850 billion three years ago to about $190 billion. It’s in danger of being eclipsed by PDD, an e-commerce upstart that reached $176 billion with a successful expansion abroad.</p><p>It’s not clear whether Ma has been given explicit approval from authorities to resume a more public role — or whether he simply couldn’t stay silent any longer about the company’s strategy given its many problems. Ma ceded his role as chief executive officer before Alibaba’s initial public offering in 2014, leaving day-to-day management largely to his lieutenants since then.</p><p>“This intervention is particularly significant given that we haven’t heard him address anything related to the company for over three years,” said Duncan Clark, author of Alibaba: The House That Jack Ma Built and chairman of investment consulting firm BDA China. “He has always been seen as the ultimate voice, moral authority within the company, including speaking the truth that others dare not.”</p><p>The troubles for Ma and Alibaba began three years ago when the entrepreneur publicly criticized Chinese regulators for their oversight of dynamic sectors like finance and tech. Beijing quickly forced Ma to pull the plug on the initial public offering of Ant Group Co., an Alibaba affiliate that he had also co-founded. Ma then largely disappeared from public view for years, though he was spotted occasionally in locales from a Melbourne hotel to Tokyo members’ clubs.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6c0143a595be17f0b98e2b3b8c24345b\" title=\"\" tg-width=\"644\" tg-height=\"374\"/></p><p>Ma’s years-long absence underscored the mistrust that entrepreneurs and investors harbored against Beijing — an apprehension that persists despite a litany of official pledges to support the private sector as the world’s No. 2 economy struggles to recover from Covid Zero.</p><p>Beijing targeted Alibaba as part of a broad crackdown on the most powerful companies in the technology industry, pushing them to reform their practices and refrain from leveraging their platforms to dominate emerging businesses. That left Alibaba distracted and struggling to respond to competitive threats from the likes of PDD and ByteDance Ltd., the parent of TikTok and Douyin.</p><p>This March, CEO Daniel Zhang unveiled plans to split Alibaba into six different business units, arguing that would give each division’s management more autonomy and revitalize their operations. Zhang then stepped down and the company handed control over to two longstanding Ma confidantes, Joe Tsai and Eddie Wu. The pair soon announced they were shelving the most-anticipated spinoff — that of the $11 billion cloud-computing arm — in a stunning reversal that sent the company’s stock reeling yet again.</p><p>“The reorganization was a huge move, but the second half of that is, show me who’s running what,” said Jeffrey Towson, a partner at TechMoat Consulting. “Where are the most innovative e-commerce moves coming from? ByteDance and PDD. Who has the next-generation leadership in place? ByteDance and PDD.”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b7ae0be62a11b004d36d66b9b6abc9fd\" title=\"\" tg-width=\"638\" tg-height=\"335\"/></p><p>It’s unclear where Ma saw the most pressing need for change, but his unusual memo suggests the co-founder felt the need to address the troops. Ma this month hit the brakes on a plan to reduce his stake in Alibaba, as the stock price was not at a level he was happy with.</p><p>The comments to the company’s staff are the latest sign that the teacher-turned-entrepreneur is becoming more active after years of staying out of the spotlight, following Beijing’s sweeping crackdown on his businesses. In March, Ma visited a school in Hangzhou in a carefully arranged visit regarded as a sign he was ready to emerge onto a more public stage. He’s mostly focused on projects in agriculture and education, among his passions. He just set up a new company to process and sell farm products, Hangzhou Ma’s Kitchen Food.</p><p>Ma’s Alibaba comments came hours after PDD reported stellar financial results. The company, founded by billionaire Colin Huang, surged 18% after reporting a stronger-than-anticipated doubling in revenue, driven in part by the surging success of hit US shopping app Temu. Alibaba, in contrast, has tried and failed for years to build a truly substantial business outside of China.</p><p>“Congratulations to Pinduoduo for their decision-making, execution and efforts of the past years,” Ma wrote in his post.</p><p>Clark suggested that Ma’s reemergence may be an optimistic sign for Alibaba’s future.</p><p>“This is a positive development for the company, which clearly needs a reset after its botched spinoff,” he said. “Perhaps this suggests that the Chinese government is keen to see the company — which symbolized the start of the big tech crackdown — improve its fortunes now that the priority is clearly shifting to growth, consumption, restoring investor and private sector sentiment.”</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Jack Ma Returns to Rally Troops After Alibaba’s Troubles Deepen</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\">\nJack Ma Returns to Rally Troops After Alibaba’s Troubles Deepen\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-11-30 09:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-11-29/jack-ma-returns-to-rally-troops-after-alibaba-s-troubles-deepen?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Founder urges employees to help company ‘correct its course’Ma weighs in with a rare comment on internal message boardJack MaChina’s most famous entrepreneur broke years of silence about Alibaba Group...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-11-29/jack-ma-returns-to-rally-troops-after-alibaba-s-troubles-deepen?srnd=premium-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.bloomberg.com/news/articles/2023-11-29/jack-ma-returns-to-rally-troops-after-alibaba-s-troubles-deepen?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160087683","content_text":"Founder urges employees to help company ‘correct its course’Ma weighs in with a rare comment on internal message boardJack MaChina’s most famous entrepreneur broke years of silence about Alibaba Group Holding Ltd. with a call to arms for employees, following years of brutal government punishment and strategic missteps that cost the e-commerce pioneer its place as leader of the country’s tech industry.Jack Ma, the once-outspoken billionaire who stayed out of public view after clashing with Beijing, took to an internal message board to urge Alibaba to “correct its course” and lauded rival PDD Holdings Inc., which has been swiping market share. He expressed confidence the 220,000-plus staff can return to their success of the past with determination and hard work.“Every great company is born in a winter,” Ma wrote in response to a staff post. “The people willing to reform for the future, and the organizations willing to pay any price and sacrifice, are the ones that are truly respected.”PDD's market value once surpassed Alibaba in morning trading on Wednesday but closed with $188.3B market value still with $1.62B gap from Alibaba’s $189.92B.Alibaba co-founder Jack Ma urged the company to correct course in a surprise internal memo, in which the billionaire called for fundamental change across the company he co-founded decades ago. Bloomberg’s Henry Ren and Isabelle Lee join Caroline Hyde and Ed Ludlow to break it all down on “Bloomberg Technology.”Once the most valuable company in China, Alibaba has fallen far behind games and social media leader Tencent Holdings Ltd. Alibaba’s market valuation has tumbled from more than $850 billion three years ago to about $190 billion. It’s in danger of being eclipsed by PDD, an e-commerce upstart that reached $176 billion with a successful expansion abroad.It’s not clear whether Ma has been given explicit approval from authorities to resume a more public role — or whether he simply couldn’t stay silent any longer about the company’s strategy given its many problems. Ma ceded his role as chief executive officer before Alibaba’s initial public offering in 2014, leaving day-to-day management largely to his lieutenants since then.“This intervention is particularly significant given that we haven’t heard him address anything related to the company for over three years,” said Duncan Clark, author of Alibaba: The House That Jack Ma Built and chairman of investment consulting firm BDA China. “He has always been seen as the ultimate voice, moral authority within the company, including speaking the truth that others dare not.”The troubles for Ma and Alibaba began three years ago when the entrepreneur publicly criticized Chinese regulators for their oversight of dynamic sectors like finance and tech. Beijing quickly forced Ma to pull the plug on the initial public offering of Ant Group Co., an Alibaba affiliate that he had also co-founded. Ma then largely disappeared from public view for years, though he was spotted occasionally in locales from a Melbourne hotel to Tokyo members’ clubs.Ma’s years-long absence underscored the mistrust that entrepreneurs and investors harbored against Beijing — an apprehension that persists despite a litany of official pledges to support the private sector as the world’s No. 2 economy struggles to recover from Covid Zero.Beijing targeted Alibaba as part of a broad crackdown on the most powerful companies in the technology industry, pushing them to reform their practices and refrain from leveraging their platforms to dominate emerging businesses. That left Alibaba distracted and struggling to respond to competitive threats from the likes of PDD and ByteDance Ltd., the parent of TikTok and Douyin.This March, CEO Daniel Zhang unveiled plans to split Alibaba into six different business units, arguing that would give each division’s management more autonomy and revitalize their operations. Zhang then stepped down and the company handed control over to two longstanding Ma confidantes, Joe Tsai and Eddie Wu. The pair soon announced they were shelving the most-anticipated spinoff — that of the $11 billion cloud-computing arm — in a stunning reversal that sent the company’s stock reeling yet again.“The reorganization was a huge move, but the second half of that is, show me who’s running what,” said Jeffrey Towson, a partner at TechMoat Consulting. “Where are the most innovative e-commerce moves coming from? ByteDance and PDD. Who has the next-generation leadership in place? ByteDance and PDD.”It’s unclear where Ma saw the most pressing need for change, but his unusual memo suggests the co-founder felt the need to address the troops. Ma this month hit the brakes on a plan to reduce his stake in Alibaba, as the stock price was not at a level he was happy with.The comments to the company’s staff are the latest sign that the teacher-turned-entrepreneur is becoming more active after years of staying out of the spotlight, following Beijing’s sweeping crackdown on his businesses. In March, Ma visited a school in Hangzhou in a carefully arranged visit regarded as a sign he was ready to emerge onto a more public stage. He’s mostly focused on projects in agriculture and education, among his passions. He just set up a new company to process and sell farm products, Hangzhou Ma’s Kitchen Food.Ma’s Alibaba comments came hours after PDD reported stellar financial results. The company, founded by billionaire Colin Huang, surged 18% after reporting a stronger-than-anticipated doubling in revenue, driven in part by the surging success of hit US shopping app Temu. Alibaba, in contrast, has tried and failed for years to build a truly substantial business outside of China.“Congratulations to Pinduoduo for their decision-making, execution and efforts of the past years,” Ma wrote in his post.Clark suggested that Ma’s reemergence may be an optimistic sign for Alibaba’s future.“This is a positive development for the company, which clearly needs a reset after its botched spinoff,” he said. “Perhaps this suggests that the Chinese government is keen to see the company — which symbolized the start of the big tech crackdown — improve its fortunes now that the priority is clearly shifting to growth, consumption, restoring investor and private sector sentiment.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":1113,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9928924491,"gmtCreate":1671174063614,"gmtModify":1676538503781,"author":{"id":"3558049596848718","authorId":"3558049596848718","name":"Maverickswav","avatar":"https://static.tigerbbs.com/119bb7c0b4017a61b09a104a864b61b7","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558049596848718","authorIdStr":"3558049596848718"},"themes":[],"htmlText":"Beginning to open legs like android","listText":"Beginning to open legs like android","text":"Beginning to open legs like android","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9928924491","repostId":"2291068709","repostType":2,"repost":{"id":"2291068709","kind":"highlight","pubTimestamp":1671173598,"share":"https://ttm.financial/m/news/2291068709?lang=&edition=full_marsco","pubTime":"2022-12-16 14:53","market":"us","language":"en","title":"Apple: Mr. Cook Begins To Tear Down The Walled Garden","url":"https://stock-news.laohu8.com/highlight/detail?id=2291068709","media":"Seeking Alpha","summary":"SummaryApple decides not to fight the EU Digital Markets Act.Why Apple chose not to fight the EU.Inv","content":"<html><head></head><body><h2>Summary</h2><ul><li>Apple decides not to fight the EU Digital Markets Act.</li><li>Why Apple chose not to fight the EU.</li><li>Investor takeaways: a more open iOS will increase market share.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/840652817a2b65bcaa76da645fa1ac64\" tg-width=\"750\" tg-height=\"547\" referrerpolicy=\"no-referrer\"/><span>Justin Sullivan</span></p><p>In July I wrote an article titled “Apple: Mr. Cook, Tear Down This Walled Garden!” regarding the impact of the EU Digital Markets Act on Apple’s (NASDAQ:AAPL) iOS App Store. From the article comments, I got the impression that many thought I was kidding, but I was deadly serious. If Apple didn’t deconstruct the App Store, the EU would do it for them, in a very invasive and unpleasant way. That sound you hear is just the beginning of the collapse of the Walled Garden.</p><h2>Apple decides not to fight the EU Digital Markets Act</h2><p>On Monday, December 13, Mark Gurman of Bloomberg broke the news that Apple intended to comply (mostly) with the Digital Markets Act (or DMA):</p><blockquote>Apple Inc. is preparing to allow alternative app stores on its iPhones and iPads, part of a sweeping overhaul aimed at complying with strict European Union requirements coming in 2024.</blockquote><blockquote>Software engineering and services employees are engaged in a major push to open up key elements of Apple’s platforms, according to people familiar with the efforts. As part of the changes, customers could ultimately download third-party software to their iPhones and iPads without using the company’s App Store, sidestepping Apple’s restrictions and the up-to-30% commission it imposes on payments.</blockquote><blockquote>The moves — a reversal of long-held policies — are a response to EU laws aimed at leveling the playing field for third-party developers and improving the digital lives of consumers. For years, regulators and software makers have complained that Apple and Google, which run the two biggest mobile app stores, wield too much power as gatekeepers.</blockquote><p>In fact, I argued in my July article that the DMA was not about “leveling the playing field” but rather tilting it against American technology companies like Apple:</p><blockquote>One of the radical departures of the DMA from traditional competition regulation is that it’s not enough for a company to have competition. The authors of the regulation more or less acknowledge that companies such as Apple have competition. Under the DMA, a company’s market position must also be “contestable”. What does this mean? It’s never really formally defined, but apparently it means that a smaller company should be able to compete effectively against a much larger company, despite lacking the resources, technology, or market clout to do so.</blockquote><blockquote>How does one arrange this? By putting the large technology companies under very close, proactive supervision by EU competition regulators. By setting forth a set of “obligations” that the companies must comply with in advance. And by exacting very onerous penalties for “bad behavior”.</blockquote><blockquote>The DMA confers enormous power on the European Commission Department of Competition, headed by Margrethe Vestager. The Competition Department authored the legislation.</blockquote><p>My view of the impacts of the DMA is that it’s intended to provide advantages to European companies competing with the US tech giants. The smaller European companies will be completely free of the regulation and supervision imposed on the larger US companies.</p><p>The justification for this is that the large US companies are “digital gatekeepers” that control large online platforms offering a wide array of goods and services. The DMA considers these platforms to be markets unto themselves, and therefore in need of regulation.</p><p>In this view, the gatekeeper is regarded as the “monopolist” of its own online store. So Apple would be regarded as the monopolist of the App Store and therefore in need of supervision, as well as policy changes such that Apple’s App Store is no longer “monopolistic”.</p><p>The online stores are just virtual versions of the bricks and mortar department store. Imagine regulators barging into a department store, telling the owner what products and services the store owner could offer, and forcing the owner to allow competitors to set up competing mini-stores in the midst of the department store. In effect, that’s what the DMA allows regulators to do with online stores or platforms such as iOS.</p><p>I regard this as an unprecedented encroachment on free market capitalism which <i>should</i> receive push-back from the US government. However, there has been none. The current head of the FTC, Lina Khan, fully embraces the concept of “digital gatekeepers” and has advocated policies and legislation similar to the DMA.</p><p>When the DMA was passed back in July, it provoked little concern among Apple analysts, who seemed not to comprehend its full impact. Gurman’s article gets to the heart of the changes it would require in Apple’s business model:</p><blockquote>The act requires technology companies to allow the installation of third-party apps and let users more easily change default settings. The rules demand that messaging services work together and that outside developers get equal access to core features within apps and services.</blockquote><p>Gurman’s sources describe Apple’s compliance efforts:</p><blockquote>Apple is applying a significant amount of resources to the companywide endeavor. It hasn’t been a popular initiative within Apple, considering that the company has spent years decrying the need for “sideloading” — the process of installing software without using the official App Store. In lobbying against the new European laws, Apple has argued that sideloading could put unsafe apps on consumers’ devices and undermine privacy.</blockquote><p>According to Gurman, Apple’s approach is rather piecemeal, with Apple still deciding whether to comply with some provisions of the DMA. For instance, Apple hasn’t made a decision about whether to allow developers to install third-party payment systems within their apps. Apple also hasn’t decided whether to open up iMessage to work with other messaging services.</p><p>Most significantly, Apple’s changes are planned only for the EU. As I discussed in my article, I’m skeptical whether this will be practical. Delicate software surgery will be required to create and maintain separate EU and US versions of iOS.</p><p>How will Apple prevent Euro-spec versions from leaking to the US? And will the iPhones of US travelers in Europe be expected to comply with the DMA? Apple may be building a single version of iOS with a set of internal switches governing things like sideloading that will change state depending on the geolocation of the device. However Apple goes about complying with the DMA, not inconsiderable expense will be involved.</p><h2>Why Apple chose not to fight the EU</h2><p>In the past, Apple has often fought protracted legal battles in the name of what it believed was “right”. But as any good attorney will tell you, the law is not about what’s right or wrong, but about what is legal or not legal.</p><p>In defending what it believes is right, Apple has sometimes come up short. Apple believed it was right to enter into pricing agreements with book publishers for eBooks on the iPad in order to counter what it regarded as Amazon’s (AMZN) eBook monopoly. Unfortunately, the legal judgement was that Apple and the publishers had violated the Sherman Antitrust Act.</p><p>In August of 2016, the EU ordered Ireland to collect $14.5 billion in taxes from Apple because the EU Competition Department regarded Ireland’s corporate tax laws to be illegal state aid. Apple is still fighting this case after winning its appeal before the EU General Court in July 2020.</p><p>The EU Competition Department is now appealing that decision to the Court of Justice of the European Union, which has the final say in the matter. According to an article in the Financial Times, the Competition Department is expected to lose its appeal.</p><p>In January of 2017, Apple sued QUALCOMM (QCOM) claiming unfair and monopolistic licensing practices for Qualcomm’s chips. The Federal Trade Commission sided with Apple and filed its own antitrust suit against Qualcomm. The FTC ultimately lost on appeal, and Apple eventually settled with Qualcomm, more or less on Qualcomm’s terms.</p><p>Despite Apple’s mixed track record in regulatory matters, I fully expected Apple to fight tooth and claw to defend the walled garden. The walled garden was a very Apple institution, closely associated with a certain insularity in Apple’s corporate culture. Although I don’t know whether anyone at Apple read my July article, the arguments I made in favor of complying with the DMA are likely the arguments that prevailed among Apple’s decision makers.</p><p>First and foremost, there is effectively nothing that Apple can do to legally challenge the DMA. Although the European Union behaves like a European government, it is formally a treaty organization governed by the Treaty on the Functioning of the European Union (TFEU).</p><p>Unlike the U.S. government, there are no constitutional or legal constraints on how the EU can regulate business as long as fundamental human rights and the rights of member nations are not violated. Virtually any form of regulation is permissible as long as all member states agree, and all the members have agreed to the DMA.</p><p>The DMA allows the Competition Department to impose “obligations” on gatekeeper companies without any finding that competition has actually been harmed. An example of an obligation would be allowing sideloading of apps in iOS.</p><p>To enforce its obligations, the EU may conduct interviews, investigations, and onsite inspections. This will all be part of an ongoing “dialog” between the Competition Department and the gatekeeper about how to make the gatekeeper’s business practices “fair and contestable”.</p><p>If the Commission is dissatisfied with the dialog and believes that the gatekeeper is deliberately defying the Commission and failing to meet its obligations, the Commission may impose fines equal to <i>10% of global annual revenue</i> to start. More fines can be imposed for continued non-compliance, up to 20%. In Apple’s recently completed fiscal 2022, Apple’s total revenue was $394 billion.</p><p>Clearly, the Commission chose the magnitude of the fines in order to make outright defiance of the DMA untenable. $39 billion is more than the App Store is worth. In my July article, I estimated App Store revenue at about 6.7% of Apple’s total revenue. This is based on Apple’s percentage of the App Store gross receipts. This number is in rough agreement with Gurman’s estimate of 6%.</p><p>I also estimated that the European contribution to the App Store was about 1.6% of total revenue, while Gurman estimated it at 2%. So our numbers roughly agree, which is about the best we can hope for, since Apple doesn’t provide a breakdown of the contributions to its Services reporting segment.</p><p>The relatively small European contribution to App Store revenue was probably another factor weighing in favor of compliance. If Apple could find a way to comply with the DMA in Europe while maintaining the walled garden elsewhere, then at most, the revenue damage would be some large portion of the 2% European contribution.</p><p>And this brings us to the final factor in favor of compliance, which I did not account for. At some point, Apple must have decided that it was technically feasible to create a version of iOS tailored to the requirements of the DMA while the rest of the world would get a different version.</p><p>Or something like that. It’s not clear how they’re going about it, but presumably, the cost of this is less than the revenue hit if Apple made the EU version universal for the world. The walled garden will not be entirely torn down, merely reduced in size, for now.</p><h2>Investor takeaways: a more open iOS will increase market share</h2><p>One argument on behalf of compliance with the DMA that I doubt was given much credence within Apple is that an open iOS will increase market share. I suggested it back in July, but I believe it more strongly now.</p><p>Openness, variety, and low initial cost are the main advantages of Google’s (GOOG) Android. While Apple can’t compete on variety and cost, an open iOS platform would take away at least one important Android advantage. Apple will probably find ways to mitigate the malware risk in doing so, which will also be an advantage.</p><p>As users discover that Apple offers the best of both worlds, openness with security, more Android users will be motivated to switch. As Apple gains market share in Europe, it will have to rethink its policy of containment of the DMA version.</p><p>Undoubtedly, Apple naysayers will depict the end of the walled garden as a fundamental threat to iOS and Apple’s dominance of smartphone profitability. Far from being a threat, I expect the end of the walled garden to open up new avenues of market expansion for iPhone. I remain long Apple and rate it a buy.</p><p><i>This article is written by Mark Hibben for reference only. Please note the risks.</i></p></body></html>","source":"seekingalpha_fund","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple: Mr. Cook Begins To Tear Down The Walled Garden</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple: Mr. Cook Begins To Tear Down The Walled Garden\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-16 14:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4564630-apple-stock-cook-begin-tear-down-walled-garden-buy><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryApple decides not to fight the EU Digital Markets Act.Why Apple chose not to fight the EU.Investor takeaways: a more open iOS will increase market share.Justin SullivanIn July I wrote an ...</p>\n\n<a href=\"https://seekingalpha.com/article/4564630-apple-stock-cook-begin-tear-down-walled-garden-buy\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://seekingalpha.com/article/4564630-apple-stock-cook-begin-tear-down-walled-garden-buy","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2291068709","content_text":"SummaryApple decides not to fight the EU Digital Markets Act.Why Apple chose not to fight the EU.Investor takeaways: a more open iOS will increase market share.Justin SullivanIn July I wrote an article titled “Apple: Mr. Cook, Tear Down This Walled Garden!” regarding the impact of the EU Digital Markets Act on Apple’s (NASDAQ:AAPL) iOS App Store. From the article comments, I got the impression that many thought I was kidding, but I was deadly serious. If Apple didn’t deconstruct the App Store, the EU would do it for them, in a very invasive and unpleasant way. That sound you hear is just the beginning of the collapse of the Walled Garden.Apple decides not to fight the EU Digital Markets ActOn Monday, December 13, Mark Gurman of Bloomberg broke the news that Apple intended to comply (mostly) with the Digital Markets Act (or DMA):Apple Inc. is preparing to allow alternative app stores on its iPhones and iPads, part of a sweeping overhaul aimed at complying with strict European Union requirements coming in 2024.Software engineering and services employees are engaged in a major push to open up key elements of Apple’s platforms, according to people familiar with the efforts. As part of the changes, customers could ultimately download third-party software to their iPhones and iPads without using the company’s App Store, sidestepping Apple’s restrictions and the up-to-30% commission it imposes on payments.The moves — a reversal of long-held policies — are a response to EU laws aimed at leveling the playing field for third-party developers and improving the digital lives of consumers. For years, regulators and software makers have complained that Apple and Google, which run the two biggest mobile app stores, wield too much power as gatekeepers.In fact, I argued in my July article that the DMA was not about “leveling the playing field” but rather tilting it against American technology companies like Apple:One of the radical departures of the DMA from traditional competition regulation is that it’s not enough for a company to have competition. The authors of the regulation more or less acknowledge that companies such as Apple have competition. Under the DMA, a company’s market position must also be “contestable”. What does this mean? It’s never really formally defined, but apparently it means that a smaller company should be able to compete effectively against a much larger company, despite lacking the resources, technology, or market clout to do so.How does one arrange this? By putting the large technology companies under very close, proactive supervision by EU competition regulators. By setting forth a set of “obligations” that the companies must comply with in advance. And by exacting very onerous penalties for “bad behavior”.The DMA confers enormous power on the European Commission Department of Competition, headed by Margrethe Vestager. The Competition Department authored the legislation.My view of the impacts of the DMA is that it’s intended to provide advantages to European companies competing with the US tech giants. The smaller European companies will be completely free of the regulation and supervision imposed on the larger US companies.The justification for this is that the large US companies are “digital gatekeepers” that control large online platforms offering a wide array of goods and services. The DMA considers these platforms to be markets unto themselves, and therefore in need of regulation.In this view, the gatekeeper is regarded as the “monopolist” of its own online store. So Apple would be regarded as the monopolist of the App Store and therefore in need of supervision, as well as policy changes such that Apple’s App Store is no longer “monopolistic”.The online stores are just virtual versions of the bricks and mortar department store. Imagine regulators barging into a department store, telling the owner what products and services the store owner could offer, and forcing the owner to allow competitors to set up competing mini-stores in the midst of the department store. In effect, that’s what the DMA allows regulators to do with online stores or platforms such as iOS.I regard this as an unprecedented encroachment on free market capitalism which should receive push-back from the US government. However, there has been none. The current head of the FTC, Lina Khan, fully embraces the concept of “digital gatekeepers” and has advocated policies and legislation similar to the DMA.When the DMA was passed back in July, it provoked little concern among Apple analysts, who seemed not to comprehend its full impact. Gurman’s article gets to the heart of the changes it would require in Apple’s business model:The act requires technology companies to allow the installation of third-party apps and let users more easily change default settings. The rules demand that messaging services work together and that outside developers get equal access to core features within apps and services.Gurman’s sources describe Apple’s compliance efforts:Apple is applying a significant amount of resources to the companywide endeavor. It hasn’t been a popular initiative within Apple, considering that the company has spent years decrying the need for “sideloading” — the process of installing software without using the official App Store. In lobbying against the new European laws, Apple has argued that sideloading could put unsafe apps on consumers’ devices and undermine privacy.According to Gurman, Apple’s approach is rather piecemeal, with Apple still deciding whether to comply with some provisions of the DMA. For instance, Apple hasn’t made a decision about whether to allow developers to install third-party payment systems within their apps. Apple also hasn’t decided whether to open up iMessage to work with other messaging services.Most significantly, Apple’s changes are planned only for the EU. As I discussed in my article, I’m skeptical whether this will be practical. Delicate software surgery will be required to create and maintain separate EU and US versions of iOS.How will Apple prevent Euro-spec versions from leaking to the US? And will the iPhones of US travelers in Europe be expected to comply with the DMA? Apple may be building a single version of iOS with a set of internal switches governing things like sideloading that will change state depending on the geolocation of the device. However Apple goes about complying with the DMA, not inconsiderable expense will be involved.Why Apple chose not to fight the EUIn the past, Apple has often fought protracted legal battles in the name of what it believed was “right”. But as any good attorney will tell you, the law is not about what’s right or wrong, but about what is legal or not legal.In defending what it believes is right, Apple has sometimes come up short. Apple believed it was right to enter into pricing agreements with book publishers for eBooks on the iPad in order to counter what it regarded as Amazon’s (AMZN) eBook monopoly. Unfortunately, the legal judgement was that Apple and the publishers had violated the Sherman Antitrust Act.In August of 2016, the EU ordered Ireland to collect $14.5 billion in taxes from Apple because the EU Competition Department regarded Ireland’s corporate tax laws to be illegal state aid. Apple is still fighting this case after winning its appeal before the EU General Court in July 2020.The EU Competition Department is now appealing that decision to the Court of Justice of the European Union, which has the final say in the matter. According to an article in the Financial Times, the Competition Department is expected to lose its appeal.In January of 2017, Apple sued QUALCOMM (QCOM) claiming unfair and monopolistic licensing practices for Qualcomm’s chips. The Federal Trade Commission sided with Apple and filed its own antitrust suit against Qualcomm. The FTC ultimately lost on appeal, and Apple eventually settled with Qualcomm, more or less on Qualcomm’s terms.Despite Apple’s mixed track record in regulatory matters, I fully expected Apple to fight tooth and claw to defend the walled garden. The walled garden was a very Apple institution, closely associated with a certain insularity in Apple’s corporate culture. Although I don’t know whether anyone at Apple read my July article, the arguments I made in favor of complying with the DMA are likely the arguments that prevailed among Apple’s decision makers.First and foremost, there is effectively nothing that Apple can do to legally challenge the DMA. Although the European Union behaves like a European government, it is formally a treaty organization governed by the Treaty on the Functioning of the European Union (TFEU).Unlike the U.S. government, there are no constitutional or legal constraints on how the EU can regulate business as long as fundamental human rights and the rights of member nations are not violated. Virtually any form of regulation is permissible as long as all member states agree, and all the members have agreed to the DMA.The DMA allows the Competition Department to impose “obligations” on gatekeeper companies without any finding that competition has actually been harmed. An example of an obligation would be allowing sideloading of apps in iOS.To enforce its obligations, the EU may conduct interviews, investigations, and onsite inspections. This will all be part of an ongoing “dialog” between the Competition Department and the gatekeeper about how to make the gatekeeper’s business practices “fair and contestable”.If the Commission is dissatisfied with the dialog and believes that the gatekeeper is deliberately defying the Commission and failing to meet its obligations, the Commission may impose fines equal to 10% of global annual revenue to start. More fines can be imposed for continued non-compliance, up to 20%. In Apple’s recently completed fiscal 2022, Apple’s total revenue was $394 billion.Clearly, the Commission chose the magnitude of the fines in order to make outright defiance of the DMA untenable. $39 billion is more than the App Store is worth. In my July article, I estimated App Store revenue at about 6.7% of Apple’s total revenue. This is based on Apple’s percentage of the App Store gross receipts. This number is in rough agreement with Gurman’s estimate of 6%.I also estimated that the European contribution to the App Store was about 1.6% of total revenue, while Gurman estimated it at 2%. So our numbers roughly agree, which is about the best we can hope for, since Apple doesn’t provide a breakdown of the contributions to its Services reporting segment.The relatively small European contribution to App Store revenue was probably another factor weighing in favor of compliance. If Apple could find a way to comply with the DMA in Europe while maintaining the walled garden elsewhere, then at most, the revenue damage would be some large portion of the 2% European contribution.And this brings us to the final factor in favor of compliance, which I did not account for. At some point, Apple must have decided that it was technically feasible to create a version of iOS tailored to the requirements of the DMA while the rest of the world would get a different version.Or something like that. It’s not clear how they’re going about it, but presumably, the cost of this is less than the revenue hit if Apple made the EU version universal for the world. The walled garden will not be entirely torn down, merely reduced in size, for now.Investor takeaways: a more open iOS will increase market shareOne argument on behalf of compliance with the DMA that I doubt was given much credence within Apple is that an open iOS will increase market share. I suggested it back in July, but I believe it more strongly now.Openness, variety, and low initial cost are the main advantages of Google’s (GOOG) Android. While Apple can’t compete on variety and cost, an open iOS platform would take away at least one important Android advantage. Apple will probably find ways to mitigate the malware risk in doing so, which will also be an advantage.As users discover that Apple offers the best of both worlds, openness with security, more Android users will be motivated to switch. As Apple gains market share in Europe, it will have to rethink its policy of containment of the DMA version.Undoubtedly, Apple naysayers will depict the end of the walled garden as a fundamental threat to iOS and Apple’s dominance of smartphone profitability. Far from being a threat, I expect the end of the walled garden to open up new avenues of market expansion for iPhone. I remain long Apple and rate it a buy.This article is written by Mark Hibben for reference only. Please note the risks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":889,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9921594722,"gmtCreate":1671082356168,"gmtModify":1676538487206,"author":{"id":"3558049596848718","authorId":"3558049596848718","name":"Maverickswav","avatar":"https://static.tigerbbs.com/119bb7c0b4017a61b09a104a864b61b7","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558049596848718","authorIdStr":"3558049596848718"},"themes":[],"htmlText":"Please crash","listText":"Please crash","text":"Please crash","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9921594722","repostId":"1149688013","repostType":2,"repost":{"id":"1149688013","kind":"news","pubTimestamp":1671081617,"share":"https://ttm.financial/m/news/1149688013?lang=&edition=full_marsco","pubTime":"2022-12-15 13:20","market":"sg","language":"en","title":"Singapore Home Sales Plunge to Eight-Year Low on Supply Crunch","url":"https://stock-news.laohu8.com/highlight/detail?id=1149688013","media":"Bloomberg","summary":"Singapore homes sales plunged to the lowest in eight years as a tight supply of new apartments held ","content":"<html><head></head><body><p>Singapore homes sales plunged to the lowest in eight years as a tight supply of new apartments held back buyers.</p><p>Sales of new privately owned apartments dropped to 259 units in November from 313 in October, Urban Redevelopment Authority figures showed Thursday. That was the fewest since December 2014.</p><p><img src=\"https://static.tigerbbs.com/db19a3cd321ec9aa768224b0821c7bc5\" tg-width=\"930\" tg-height=\"523\" width=\"100%\" height=\"auto\"/></p><p>Despite the drop in transactions and moves to tighten housing loan limits, analysts expect underlying demand to remain strong and home values to rise next year. That contrasts with other key markets including Manhattan and London, where buying activity has eased on rising mortgage rates and home prices are correcting from their pandemic highs.</p><p>Builders have launched fewer projects this year, driven by a low supply of land for private housing development in 2020 and 2021. Singapore regularly releases state lands for sale to the private sector for residential and commercial development, in line with market demand.</p><p>Some 4,024 private apartments were put on the market in the first nine months, URA data show. That’s about half the number offered in the same period over the past three years.</p><p>“Most launched units have been sold, and the unsold balance of stock is currently very low,” said Christine Sun, head of research at OrangeTee &amp; Tie.</p><p>To meet appetite from buyers, the government last week increased the supply of state land that can be sold in the first half of next year. The sites can yield up to 7,715 units.</p><p>About 33,600 private units and so-called executive condominiums, which are government-subsidized private apartments for Singaporeans, will be completed in the next two years. That’s higher than the 11,500 units built since 2021. The completions will help meet owner-occupier and rental demand in the near term, according to local authorities.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Singapore Home Sales Plunge to Eight-Year Low on Supply Crunch</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\">\nSingapore Home Sales Plunge to Eight-Year Low on Supply Crunch\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-15 13:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-12-15/singapore-home-sales-plunge-to-eight-year-low-on-supply-crunch?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Singapore homes sales plunged to the lowest in eight years as a tight supply of new apartments held back buyers.Sales of new privately owned apartments dropped to 259 units in November from 313 in ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-12-15/singapore-home-sales-plunge-to-eight-year-low-on-supply-crunch?srnd=premium-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STI.SI":"富时新加坡海峡指数"},"source_url":"https://www.bloomberg.com/news/articles/2022-12-15/singapore-home-sales-plunge-to-eight-year-low-on-supply-crunch?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149688013","content_text":"Singapore homes sales plunged to the lowest in eight years as a tight supply of new apartments held back buyers.Sales of new privately owned apartments dropped to 259 units in November from 313 in October, Urban Redevelopment Authority figures showed Thursday. That was the fewest since December 2014.Despite the drop in transactions and moves to tighten housing loan limits, analysts expect underlying demand to remain strong and home values to rise next year. That contrasts with other key markets including Manhattan and London, where buying activity has eased on rising mortgage rates and home prices are correcting from their pandemic highs.Builders have launched fewer projects this year, driven by a low supply of land for private housing development in 2020 and 2021. Singapore regularly releases state lands for sale to the private sector for residential and commercial development, in line with market demand.Some 4,024 private apartments were put on the market in the first nine months, URA data show. That’s about half the number offered in the same period over the past three years.“Most launched units have been sold, and the unsold balance of stock is currently very low,” said Christine Sun, head of research at OrangeTee & Tie.To meet appetite from buyers, the government last week increased the supply of state land that can be sold in the first half of next year. The sites can yield up to 7,715 units.About 33,600 private units and so-called executive condominiums, which are government-subsidized private apartments for Singaporeans, will be completed in the next two years. That’s higher than the 11,500 units built since 2021. The completions will help meet owner-occupier and rental demand in the near term, according to local authorities.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1220,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9984198180,"gmtCreate":1667555311341,"gmtModify":1676537937088,"author":{"id":"3558049596848718","authorId":"3558049596848718","name":"Maverickswav","avatar":"https://static.tigerbbs.com/119bb7c0b4017a61b09a104a864b61b7","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558049596848718","authorIdStr":"3558049596848718"},"themes":[],"htmlText":"Overreact","listText":"Overreact","text":"Overreact","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9984198180","repostId":"1131285910","repostType":2,"repost":{"id":"1131285910","kind":"news","pubTimestamp":1667518949,"share":"https://ttm.financial/m/news/1131285910?lang=&edition=full_marsco","pubTime":"2022-11-04 07:42","market":"us","language":"en","title":"Cloudflare Stock Drops More Than 13% After Results, Outlook Top Street View","url":"https://stock-news.laohu8.com/highlight/detail?id=1131285910","media":"market watch","summary":"Cloudflare Inc. shares fell in the extended session Thursday even after the cybersecurity company’s ","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/8e04d3cd328ef1b94a83f5e60b66c590\" tg-width=\"700\" tg-height=\"467\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Cloudflare Inc. shares fell in the extended session Thursday even after the cybersecurity company’s results and forecast topped the Wall Street consensus.</p><p>Cloudflare shares dropped as much as 13.44% after hours, following a 0.9% rise in the regular session to close at $50.37, or 62% lower than they started the year.</p><p><img src=\"https://static.tigerbbs.com/6faa4a74197eef943d5d2a85ec4eb452\" tg-width=\"820\" tg-height=\"845\" width=\"100%\" height=\"auto\"/></p><p>The company reported a third-quarter loss of $42.5 million, or 13 cents a share, compared with a loss of $107.3 million, or 34 cents a share, in the year-ago period. Adjusted earnings, which exclude stock-based compensation expenses and other items, were 6 cents a share, compared with break-even a share in the year-ago period.</p><p>Revenue rose to $253.9 million from $172.3 million in the year-ago quarter.</p><p>Analysts surveyed by FactSet had forecast break-even a share on revenue of $250.6 million.</p><p>Cloudflare forecast adjusted earnings of 4 cents to 5 cents a share on revenue of $273.5 million to $274.5 million for the fourth quarter, and 11 cents to 12 cents a share on revenue of $974 million to $975 million for the year.</p><p>Analysts had estimated earnings of 2 cents a share on revenue of $273.6 million for the fourth quarter, and 3 cents a share on revenue of $971 million for the year.</p></body></html>","source":"lsy1616996754749","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>Cloudflare Stock Drops More Than 13% After Results, Outlook Top Street View</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\">\nCloudflare Stock Drops More Than 13% After Results, Outlook Top Street View\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-04 07:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/cloudflare-stock-drops-more-than-10-after-results-outlook-top-street-view-11667509285?mod=home-page><strong>market watch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cloudflare Inc. shares fell in the extended session Thursday even after the cybersecurity company’s results and forecast topped the Wall Street consensus.Cloudflare shares dropped as much as 13.44% ...</p>\n\n<a href=\"https://www.marketwatch.com/story/cloudflare-stock-drops-more-than-10-after-results-outlook-top-street-view-11667509285?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NET":"Cloudflare, Inc."},"source_url":"https://www.marketwatch.com/story/cloudflare-stock-drops-more-than-10-after-results-outlook-top-street-view-11667509285?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131285910","content_text":"Cloudflare Inc. shares fell in the extended session Thursday even after the cybersecurity company’s results and forecast topped the Wall Street consensus.Cloudflare shares dropped as much as 13.44% after hours, following a 0.9% rise in the regular session to close at $50.37, or 62% lower than they started the year.The company reported a third-quarter loss of $42.5 million, or 13 cents a share, compared with a loss of $107.3 million, or 34 cents a share, in the year-ago period. Adjusted earnings, which exclude stock-based compensation expenses and other items, were 6 cents a share, compared with break-even a share in the year-ago period.Revenue rose to $253.9 million from $172.3 million in the year-ago quarter.Analysts surveyed by FactSet had forecast break-even a share on revenue of $250.6 million.Cloudflare forecast adjusted earnings of 4 cents to 5 cents a share on revenue of $273.5 million to $274.5 million for the fourth quarter, and 11 cents to 12 cents a share on revenue of $974 million to $975 million for the year.Analysts had estimated earnings of 2 cents a share on revenue of $273.6 million for the fourth quarter, and 3 cents a share on revenue of $971 million for the year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":917,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9918144847,"gmtCreate":1664343480589,"gmtModify":1676537437370,"author":{"id":"3558049596848718","authorId":"3558049596848718","name":"Maverickswav","avatar":"https://static.tigerbbs.com/119bb7c0b4017a61b09a104a864b61b7","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558049596848718","authorIdStr":"3558049596848718"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/E28.SI\">$FRENCKEN GROUP LIMITED(E28.SI)$</a>Going backto pre covid levels&nbsp;","listText":"<a href=\"https://ttm.financial/S/E28.SI\">$FRENCKEN GROUP LIMITED(E28.SI)$</a>Going backto pre covid levels&nbsp;","text":"$FRENCKEN GROUP LIMITED(E28.SI)$Going backto pre covid levels","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9918144847","isVote":1,"tweetType":1,"viewCount":708,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9913566880,"gmtCreate":1664021637140,"gmtModify":1676537380265,"author":{"id":"3558049596848718","authorId":"3558049596848718","name":"Maverickswav","avatar":"https://static.tigerbbs.com/119bb7c0b4017a61b09a104a864b61b7","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558049596848718","authorIdStr":"3558049596848718"},"themes":[],"htmlText":"It's just serious fear and greed","listText":"It's just serious fear and greed","text":"It's just serious fear and greed","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9913566880","repostId":"2269657466","repostType":2,"repost":{"id":"2269657466","kind":"highlight","pubTimestamp":1663980236,"share":"https://ttm.financial/m/news/2269657466?lang=&edition=full_marsco","pubTime":"2022-09-24 08:43","market":"us","language":"en","title":"Why I'm Not Worried About the Stock Market","url":"https://stock-news.laohu8.com/highlight/detail?id=2269657466","media":"TheStreet","summary":"A lot of scary words have been floating around with \"recession\" and \"inflation\" at the top of the li","content":"<html><head></head><body><p>A lot of scary words have been floating around with &#34;recession&#34; and &#34;inflation&#34; at the top of the list. People are worried about the economy and the Federal Reserve has not been helping as it steadily raises interest rates. That, in theory, acts as a check on inflation, but mostly makes money more expensive which impacts mortgage rates, credit card interest, and really any money people borrow going forward.</p><p>That has driven the Dow Jones Industrial Average steadily downward. The index fell by nearly 500 points on Sept. 23 sending it to a low for 2022. In a broad sense. it&#39;s not just the Dow as the Nasdaq has steadily fallen as well.</p><p>We all know the story and understand the fears, but market fears about what might happen don&#39;t actually track with what&#39;s actually happening in the U.S. economy.</p><h2>The U.S. Economy Has Been Strong</h2><p>Obviously, inflation has hit many lower-income Americans hard. But the employment market remains strong with the unemployment rate sitting at 3.7%. That&#39;s not quite a historical low, but it&#39;s in that range. In addition, there&#39;s exactly one-half of an available job seeker for every available job opening, That actually is a historical low since the Bureau of Labor Statistics has been tracking that data.</p><p>Job openings, however, don&#39;t always mean good jobs, but wages have also been rising in the service industry and even fast food jobs. <a href=\"https://laohu8.com/S/WMT\">Walmart</a>, <a href=\"https://laohu8.com/S/TGT\">Target</a>, <a href=\"https://laohu8.com/S/YUM\">Yum! Brands</a>, <a href=\"https://laohu8.com/S/SBUX\">Starbucks</a>, and a number of other retailers have embraced a $15 minimum wage.</p><p>And, while the employment market remains strong, the flip side of that is rising housing costs coupled with higher mortgage rates. That&#39;s not great news for people buying a house (even if history suggests they still should) but it has a flip side. If you own a house, it has become a fast-rising asset that increases your net worth.</p><p>The economy is, of course, personal. If you can&#39;t find a job or afford to live where you want to, that&#39;s very real. Broadly, however, there are a lot of signs that the economy remains strong and that many of the issues we&#39;re having relate to what might be called a pandemic hangover.</p><h2>Market Drops Are the Best Times to Invest</h2><p>Many of my favorite companies have dropped by 30% or more. I don&#39;t stop believing in <a href=\"https://laohu8.com/S/COST\">Costco</a>, <a href=\"https://laohu8.com/S/DIS\">Walt Disney</a>, or <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>  (just to name a few) because their share prices have fallen. In fact, I look at all three of these companies and how they handled the pandemic and prepared for the future and feel better about them.</p><p>Stock price does not always equate to performance in the short term. Disney, for example, has the best intellectual property (IP) of any entertainment company and has endless pricing power. In fact, if you were offered &#34;every other companies&#39; IP&#34; or Disney&#39;s, you can make  a case to take Disney.</p><p>Costco just delivered one of its highest renewal rates ever (over 92%) and continues to add members, Microsoft has only gotten stronger as it pivots more fully to a software as a service model, yet all three of those companies have seen double digit stock drops this year.</p><p>In a bad market, I cling to the mantra &#34;time in the market beats timing the market.&#34; Now is the time to add to your holdings in really strong companies. Consider that good companies are now on sale, really big sales in some cases, and add strategically to your long-term holdings.</p><p>After you do that, remember that long-term means years. Check in on the companies you own to make sure they have stayed on course, but don&#39;t check your portfolio everyday. A market drop feels bad, but historically, it means nothing. Good companies will recover and investing in them, plus time (maybe a lot of time) is what makes investors rich.</p><p>BY DANIEL KLINE</p></body></html>","source":"thestreet_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>Why I'm Not Worried About the Stock Market</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\">\nWhy I'm Not Worried About the Stock Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-24 08:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/investing/why-im-not-worried-about-the-stock-market><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A lot of scary words have been floating around with \"recession\" and \"inflation\" at the top of the list. People are worried about the economy and the Federal Reserve has not been helping as it steadily...</p>\n\n<a href=\"https://www.thestreet.com/investing/why-im-not-worried-about-the-stock-market\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4516":"特朗普概念","BK4554":"元宇宙及AR概念","SBUX":"星巴克","BK4532":"文艺复兴科技持仓","BK4108":"电影和娱乐","DIS":"迪士尼","BK4567":"ESG概念","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","TGT":"塔吉特","YUM":"百胜餐饮集团","BK4576":"AR","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","BK4525":"远程办公概念","BK4524":"宅经济概念","BK4114":"综合货品商店","BK4535":"淡马锡持仓","BK4577":"网络游戏","BK4527":"明星科技股","BK4538":"云计算","BK4550":"红杉资本持仓","BK4579":"人工智能","COST":"好市多","MSFT":"微软","BK4503":"景林资产持仓","BK4551":"寇图资本持仓","BK4136":"纸材料包装","BK4561":"索罗斯持仓","BK4155":"大卖场与超市","BK4097":"系统软件","BK4581":"高盛持仓","BK4504":"桥水持仓","BK4209":"餐馆","BK4548":"巴美列捷福持仓","WMT":"沃尔玛","BK4528":"SaaS概念"},"source_url":"https://www.thestreet.com/investing/why-im-not-worried-about-the-stock-market","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2269657466","content_text":"A lot of scary words have been floating around with \"recession\" and \"inflation\" at the top of the list. People are worried about the economy and the Federal Reserve has not been helping as it steadily raises interest rates. That, in theory, acts as a check on inflation, but mostly makes money more expensive which impacts mortgage rates, credit card interest, and really any money people borrow going forward.That has driven the Dow Jones Industrial Average steadily downward. The index fell by nearly 500 points on Sept. 23 sending it to a low for 2022. In a broad sense. it's not just the Dow as the Nasdaq has steadily fallen as well.We all know the story and understand the fears, but market fears about what might happen don't actually track with what's actually happening in the U.S. economy.The U.S. Economy Has Been StrongObviously, inflation has hit many lower-income Americans hard. But the employment market remains strong with the unemployment rate sitting at 3.7%. That's not quite a historical low, but it's in that range. In addition, there's exactly one-half of an available job seeker for every available job opening, That actually is a historical low since the Bureau of Labor Statistics has been tracking that data.Job openings, however, don't always mean good jobs, but wages have also been rising in the service industry and even fast food jobs. Walmart, Target, Yum! Brands, Starbucks, and a number of other retailers have embraced a $15 minimum wage.And, while the employment market remains strong, the flip side of that is rising housing costs coupled with higher mortgage rates. That's not great news for people buying a house (even if history suggests they still should) but it has a flip side. If you own a house, it has become a fast-rising asset that increases your net worth.The economy is, of course, personal. If you can't find a job or afford to live where you want to, that's very real. Broadly, however, there are a lot of signs that the economy remains strong and that many of the issues we're having relate to what might be called a pandemic hangover.Market Drops Are the Best Times to InvestMany of my favorite companies have dropped by 30% or more. I don't stop believing in Costco, Walt Disney, or Microsoft  (just to name a few) because their share prices have fallen. In fact, I look at all three of these companies and how they handled the pandemic and prepared for the future and feel better about them.Stock price does not always equate to performance in the short term. Disney, for example, has the best intellectual property (IP) of any entertainment company and has endless pricing power. In fact, if you were offered \"every other companies' IP\" or Disney's, you can make  a case to take Disney.Costco just delivered one of its highest renewal rates ever (over 92%) and continues to add members, Microsoft has only gotten stronger as it pivots more fully to a software as a service model, yet all three of those companies have seen double digit stock drops this year.In a bad market, I cling to the mantra \"time in the market beats timing the market.\" Now is the time to add to your holdings in really strong companies. Consider that good companies are now on sale, really big sales in some cases, and add strategically to your long-term holdings.After you do that, remember that long-term means years. Check in on the companies you own to make sure they have stayed on course, but don't check your portfolio everyday. A market drop feels bad, but historically, it means nothing. Good companies will recover and investing in them, plus time (maybe a lot of time) is what makes investors rich.BY DANIEL KLINE","news_type":1},"isVote":1,"tweetType":1,"viewCount":628,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9995011297,"gmtCreate":1661385591520,"gmtModify":1676536507729,"author":{"id":"3558049596848718","authorId":"3558049596848718","name":"Maverickswav","avatar":"https://static.tigerbbs.com/119bb7c0b4017a61b09a104a864b61b7","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558049596848718","authorIdStr":"3558049596848718"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a><v-v data-views=\"0\"></v-v>Dead stock","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a><v-v data-views=\"0\"></v-v>Dead stock","text":"$NVIDIA Corp(NVDA)$Dead 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know","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9054237205","repostId":"9054638312","repostType":1,"repost":{"id":9054638312,"gmtCreate":1655379789837,"gmtModify":1676535626224,"author":{"id":"3577409082356068","authorId":"3577409082356068","name":"babiboo","avatar":"https://static.tigerbbs.com/8be2f9f25874d7f974661428b042a2e7","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577409082356068","authorIdStr":"3577409082356068"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/QQQ\">$Nasdaq 100 Trust(QQQ)$</a>y keep droppingg","listText":"<a href=\"https://ttm.financial/S/QQQ\">$Nasdaq 100 Trust(QQQ)$</a>y keep droppingg","text":"$Nasdaq 100 Trust(QQQ)$y keep droppingg","images":[{"img":"https://community-static.tradeup.com/news/4228cdc4494ff2c9cc270e09262273c4","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9054638312","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":412,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":831944706,"gmtCreate":1629283669905,"gmtModify":1676529990485,"author":{"id":"3558049596848718","authorId":"3558049596848718","name":"Maverickswav","avatar":"https://static.tigerbbs.com/119bb7c0b4017a61b09a104a864b61b7","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558049596848718","authorIdStr":"3558049596848718"},"themes":[],"htmlText":"Wait for correction","listText":"Wait for correction","text":"Wait for 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enter again","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/803065759","isVote":1,"tweetType":1,"viewCount":1801,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3565306689188768","authorId":"3565306689188768","name":"OnFire","avatar":"https://static.tigerbbs.com/5c62f8edc051598f8ff08f56aaab9a47","crmLevel":5,"crmLevelSwitch":0,"idStr":"3565306689188768","authorIdStr":"3565306689188768"},"content":"yea, lets wait for a good price again.","text":"yea, lets wait for a good price again.","html":"yea, lets wait for a good price again."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":175723480,"gmtCreate":1627049774640,"gmtModify":1703483353969,"author":{"id":"3558049596848718","authorId":"3558049596848718","name":"Maverickswav","avatar":"https://static.tigerbbs.com/119bb7c0b4017a61b09a104a864b61b7","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558049596848718","authorIdStr":"3558049596848718"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/BNTX\">$BioNTech SE(BNTX)$</a> gains from yesterday gone","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/BNTX\">$BioNTech SE(BNTX)$</a> gains from yesterday gone","text":"$BioNTech SE(BNTX)$ gains from yesterday gone","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/175723480","isVote":1,"tweetType":1,"viewCount":1002,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":156712171,"gmtCreate":1625236642893,"gmtModify":1703739173356,"author":{"id":"3558049596848718","authorId":"3558049596848718","name":"Maverickswav","avatar":"https://static.tigerbbs.com/119bb7c0b4017a61b09a104a864b61b7","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558049596848718","authorIdStr":"3558049596848718"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a> Laggard","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a> Laggard","text":"$Sea Ltd(SE)$ Laggard","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/156712171","isVote":1,"tweetType":1,"viewCount":453,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":156734269,"gmtCreate":1625236439051,"gmtModify":1703739162924,"author":{"id":"3558049596848718","authorId":"3558049596848718","name":"Maverickswav","avatar":"https://static.tigerbbs.com/119bb7c0b4017a61b09a104a864b61b7","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558049596848718","authorIdStr":"3558049596848718"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/PYPL\">$PayPal(PYPL)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/PYPL\">$PayPal(PYPL)$</a> laggard performance","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/PYPL\">$PayPal(PYPL)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/PYPL\">$PayPal(PYPL)$</a> laggard performance","text":"$PayPal(PYPL)$ $PayPal(PYPL)$ laggard performance","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/156734269","isVote":1,"tweetType":1,"viewCount":924,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":122330284,"gmtCreate":1624596565048,"gmtModify":1703841352751,"author":{"id":"3558049596848718","authorId":"3558049596848718","name":"Maverickswav","avatar":"https://static.tigerbbs.com/119bb7c0b4017a61b09a104a864b61b7","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558049596848718","authorIdStr":"3558049596848718"},"themes":[],"htmlText":"Do the opposite of JC","listText":"Do the opposite of JC","text":"Do the opposite of JC","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/122330284","repostId":"1137689091","repostType":4,"isVote":1,"tweetType":1,"viewCount":830,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9921594722,"gmtCreate":1671082356168,"gmtModify":1676538487206,"author":{"id":"3558049596848718","authorId":"3558049596848718","name":"Maverickswav","avatar":"https://static.tigerbbs.com/119bb7c0b4017a61b09a104a864b61b7","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558049596848718","authorIdStr":"3558049596848718"},"themes":[],"htmlText":"Please crash","listText":"Please crash","text":"Please crash","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9921594722","repostId":"1149688013","repostType":2,"repost":{"id":"1149688013","kind":"news","pubTimestamp":1671081617,"share":"https://ttm.financial/m/news/1149688013?lang=&edition=full_marsco","pubTime":"2022-12-15 13:20","market":"sg","language":"en","title":"Singapore Home Sales Plunge to Eight-Year Low on Supply Crunch","url":"https://stock-news.laohu8.com/highlight/detail?id=1149688013","media":"Bloomberg","summary":"Singapore homes sales plunged to the lowest in eight years as a tight supply of new apartments held ","content":"<html><head></head><body><p>Singapore homes sales plunged to the lowest in eight years as a tight supply of new apartments held back buyers.</p><p>Sales of new privately owned apartments dropped to 259 units in November from 313 in October, Urban Redevelopment Authority figures showed Thursday. That was the fewest since December 2014.</p><p><img src=\"https://static.tigerbbs.com/db19a3cd321ec9aa768224b0821c7bc5\" tg-width=\"930\" tg-height=\"523\" width=\"100%\" height=\"auto\"/></p><p>Despite the drop in transactions and moves to tighten housing loan limits, analysts expect underlying demand to remain strong and home values to rise next year. That contrasts with other key markets including Manhattan and London, where buying activity has eased on rising mortgage rates and home prices are correcting from their pandemic highs.</p><p>Builders have launched fewer projects this year, driven by a low supply of land for private housing development in 2020 and 2021. Singapore regularly releases state lands for sale to the private sector for residential and commercial development, in line with market demand.</p><p>Some 4,024 private apartments were put on the market in the first nine months, URA data show. That’s about half the number offered in the same period over the past three years.</p><p>“Most launched units have been sold, and the unsold balance of stock is currently very low,” said Christine Sun, head of research at OrangeTee &amp; Tie.</p><p>To meet appetite from buyers, the government last week increased the supply of state land that can be sold in the first half of next year. The sites can yield up to 7,715 units.</p><p>About 33,600 private units and so-called executive condominiums, which are government-subsidized private apartments for Singaporeans, will be completed in the next two years. That’s higher than the 11,500 units built since 2021. The completions will help meet owner-occupier and rental demand in the near term, according to local authorities.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Singapore Home Sales Plunge to Eight-Year Low on Supply Crunch</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\">\nSingapore Home Sales Plunge to Eight-Year Low on Supply Crunch\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-15 13:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-12-15/singapore-home-sales-plunge-to-eight-year-low-on-supply-crunch?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Singapore homes sales plunged to the lowest in eight years as a tight supply of new apartments held back buyers.Sales of new privately owned apartments dropped to 259 units in November from 313 in ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-12-15/singapore-home-sales-plunge-to-eight-year-low-on-supply-crunch?srnd=premium-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STI.SI":"富时新加坡海峡指数"},"source_url":"https://www.bloomberg.com/news/articles/2022-12-15/singapore-home-sales-plunge-to-eight-year-low-on-supply-crunch?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149688013","content_text":"Singapore homes sales plunged to the lowest in eight years as a tight supply of new apartments held back buyers.Sales of new privately owned apartments dropped to 259 units in November from 313 in October, Urban Redevelopment Authority figures showed Thursday. That was the fewest since December 2014.Despite the drop in transactions and moves to tighten housing loan limits, analysts expect underlying demand to remain strong and home values to rise next year. That contrasts with other key markets including Manhattan and London, where buying activity has eased on rising mortgage rates and home prices are correcting from their pandemic highs.Builders have launched fewer projects this year, driven by a low supply of land for private housing development in 2020 and 2021. Singapore regularly releases state lands for sale to the private sector for residential and commercial development, in line with market demand.Some 4,024 private apartments were put on the market in the first nine months, URA data show. That’s about half the number offered in the same period over the past three years.“Most launched units have been sold, and the unsold balance of stock is currently very low,” said Christine Sun, head of research at OrangeTee & Tie.To meet appetite from buyers, the government last week increased the supply of state land that can be sold in the first half of next year. The sites can yield up to 7,715 units.About 33,600 private units and so-called executive condominiums, which are government-subsidized private apartments for Singaporeans, will be completed in the next two years. That’s higher than the 11,500 units built since 2021. The completions will help meet owner-occupier and rental demand in the near term, according to local authorities.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1220,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9928924491,"gmtCreate":1671174063614,"gmtModify":1676538503781,"author":{"id":"3558049596848718","authorId":"3558049596848718","name":"Maverickswav","avatar":"https://static.tigerbbs.com/119bb7c0b4017a61b09a104a864b61b7","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558049596848718","authorIdStr":"3558049596848718"},"themes":[],"htmlText":"Beginning to open legs like android","listText":"Beginning to open legs like android","text":"Beginning to open legs like android","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9928924491","repostId":"2291068709","repostType":2,"repost":{"id":"2291068709","kind":"highlight","pubTimestamp":1671173598,"share":"https://ttm.financial/m/news/2291068709?lang=&edition=full_marsco","pubTime":"2022-12-16 14:53","market":"us","language":"en","title":"Apple: Mr. Cook Begins To Tear Down The Walled Garden","url":"https://stock-news.laohu8.com/highlight/detail?id=2291068709","media":"Seeking Alpha","summary":"SummaryApple decides not to fight the EU Digital Markets Act.Why Apple chose not to fight the EU.Inv","content":"<html><head></head><body><h2>Summary</h2><ul><li>Apple decides not to fight the EU Digital Markets Act.</li><li>Why Apple chose not to fight the EU.</li><li>Investor takeaways: a more open iOS will increase market share.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/840652817a2b65bcaa76da645fa1ac64\" tg-width=\"750\" tg-height=\"547\" referrerpolicy=\"no-referrer\"/><span>Justin Sullivan</span></p><p>In July I wrote an article titled “Apple: Mr. Cook, Tear Down This Walled Garden!” regarding the impact of the EU Digital Markets Act on Apple’s (NASDAQ:AAPL) iOS App Store. From the article comments, I got the impression that many thought I was kidding, but I was deadly serious. If Apple didn’t deconstruct the App Store, the EU would do it for them, in a very invasive and unpleasant way. That sound you hear is just the beginning of the collapse of the Walled Garden.</p><h2>Apple decides not to fight the EU Digital Markets Act</h2><p>On Monday, December 13, Mark Gurman of Bloomberg broke the news that Apple intended to comply (mostly) with the Digital Markets Act (or DMA):</p><blockquote>Apple Inc. is preparing to allow alternative app stores on its iPhones and iPads, part of a sweeping overhaul aimed at complying with strict European Union requirements coming in 2024.</blockquote><blockquote>Software engineering and services employees are engaged in a major push to open up key elements of Apple’s platforms, according to people familiar with the efforts. As part of the changes, customers could ultimately download third-party software to their iPhones and iPads without using the company’s App Store, sidestepping Apple’s restrictions and the up-to-30% commission it imposes on payments.</blockquote><blockquote>The moves — a reversal of long-held policies — are a response to EU laws aimed at leveling the playing field for third-party developers and improving the digital lives of consumers. For years, regulators and software makers have complained that Apple and Google, which run the two biggest mobile app stores, wield too much power as gatekeepers.</blockquote><p>In fact, I argued in my July article that the DMA was not about “leveling the playing field” but rather tilting it against American technology companies like Apple:</p><blockquote>One of the radical departures of the DMA from traditional competition regulation is that it’s not enough for a company to have competition. The authors of the regulation more or less acknowledge that companies such as Apple have competition. Under the DMA, a company’s market position must also be “contestable”. What does this mean? It’s never really formally defined, but apparently it means that a smaller company should be able to compete effectively against a much larger company, despite lacking the resources, technology, or market clout to do so.</blockquote><blockquote>How does one arrange this? By putting the large technology companies under very close, proactive supervision by EU competition regulators. By setting forth a set of “obligations” that the companies must comply with in advance. And by exacting very onerous penalties for “bad behavior”.</blockquote><blockquote>The DMA confers enormous power on the European Commission Department of Competition, headed by Margrethe Vestager. The Competition Department authored the legislation.</blockquote><p>My view of the impacts of the DMA is that it’s intended to provide advantages to European companies competing with the US tech giants. The smaller European companies will be completely free of the regulation and supervision imposed on the larger US companies.</p><p>The justification for this is that the large US companies are “digital gatekeepers” that control large online platforms offering a wide array of goods and services. The DMA considers these platforms to be markets unto themselves, and therefore in need of regulation.</p><p>In this view, the gatekeeper is regarded as the “monopolist” of its own online store. So Apple would be regarded as the monopolist of the App Store and therefore in need of supervision, as well as policy changes such that Apple’s App Store is no longer “monopolistic”.</p><p>The online stores are just virtual versions of the bricks and mortar department store. Imagine regulators barging into a department store, telling the owner what products and services the store owner could offer, and forcing the owner to allow competitors to set up competing mini-stores in the midst of the department store. In effect, that’s what the DMA allows regulators to do with online stores or platforms such as iOS.</p><p>I regard this as an unprecedented encroachment on free market capitalism which <i>should</i> receive push-back from the US government. However, there has been none. The current head of the FTC, Lina Khan, fully embraces the concept of “digital gatekeepers” and has advocated policies and legislation similar to the DMA.</p><p>When the DMA was passed back in July, it provoked little concern among Apple analysts, who seemed not to comprehend its full impact. Gurman’s article gets to the heart of the changes it would require in Apple’s business model:</p><blockquote>The act requires technology companies to allow the installation of third-party apps and let users more easily change default settings. The rules demand that messaging services work together and that outside developers get equal access to core features within apps and services.</blockquote><p>Gurman’s sources describe Apple’s compliance efforts:</p><blockquote>Apple is applying a significant amount of resources to the companywide endeavor. It hasn’t been a popular initiative within Apple, considering that the company has spent years decrying the need for “sideloading” — the process of installing software without using the official App Store. In lobbying against the new European laws, Apple has argued that sideloading could put unsafe apps on consumers’ devices and undermine privacy.</blockquote><p>According to Gurman, Apple’s approach is rather piecemeal, with Apple still deciding whether to comply with some provisions of the DMA. For instance, Apple hasn’t made a decision about whether to allow developers to install third-party payment systems within their apps. Apple also hasn’t decided whether to open up iMessage to work with other messaging services.</p><p>Most significantly, Apple’s changes are planned only for the EU. As I discussed in my article, I’m skeptical whether this will be practical. Delicate software surgery will be required to create and maintain separate EU and US versions of iOS.</p><p>How will Apple prevent Euro-spec versions from leaking to the US? And will the iPhones of US travelers in Europe be expected to comply with the DMA? Apple may be building a single version of iOS with a set of internal switches governing things like sideloading that will change state depending on the geolocation of the device. However Apple goes about complying with the DMA, not inconsiderable expense will be involved.</p><h2>Why Apple chose not to fight the EU</h2><p>In the past, Apple has often fought protracted legal battles in the name of what it believed was “right”. But as any good attorney will tell you, the law is not about what’s right or wrong, but about what is legal or not legal.</p><p>In defending what it believes is right, Apple has sometimes come up short. Apple believed it was right to enter into pricing agreements with book publishers for eBooks on the iPad in order to counter what it regarded as Amazon’s (AMZN) eBook monopoly. Unfortunately, the legal judgement was that Apple and the publishers had violated the Sherman Antitrust Act.</p><p>In August of 2016, the EU ordered Ireland to collect $14.5 billion in taxes from Apple because the EU Competition Department regarded Ireland’s corporate tax laws to be illegal state aid. Apple is still fighting this case after winning its appeal before the EU General Court in July 2020.</p><p>The EU Competition Department is now appealing that decision to the Court of Justice of the European Union, which has the final say in the matter. According to an article in the Financial Times, the Competition Department is expected to lose its appeal.</p><p>In January of 2017, Apple sued QUALCOMM (QCOM) claiming unfair and monopolistic licensing practices for Qualcomm’s chips. The Federal Trade Commission sided with Apple and filed its own antitrust suit against Qualcomm. The FTC ultimately lost on appeal, and Apple eventually settled with Qualcomm, more or less on Qualcomm’s terms.</p><p>Despite Apple’s mixed track record in regulatory matters, I fully expected Apple to fight tooth and claw to defend the walled garden. The walled garden was a very Apple institution, closely associated with a certain insularity in Apple’s corporate culture. Although I don’t know whether anyone at Apple read my July article, the arguments I made in favor of complying with the DMA are likely the arguments that prevailed among Apple’s decision makers.</p><p>First and foremost, there is effectively nothing that Apple can do to legally challenge the DMA. Although the European Union behaves like a European government, it is formally a treaty organization governed by the Treaty on the Functioning of the European Union (TFEU).</p><p>Unlike the U.S. government, there are no constitutional or legal constraints on how the EU can regulate business as long as fundamental human rights and the rights of member nations are not violated. Virtually any form of regulation is permissible as long as all member states agree, and all the members have agreed to the DMA.</p><p>The DMA allows the Competition Department to impose “obligations” on gatekeeper companies without any finding that competition has actually been harmed. An example of an obligation would be allowing sideloading of apps in iOS.</p><p>To enforce its obligations, the EU may conduct interviews, investigations, and onsite inspections. This will all be part of an ongoing “dialog” between the Competition Department and the gatekeeper about how to make the gatekeeper’s business practices “fair and contestable”.</p><p>If the Commission is dissatisfied with the dialog and believes that the gatekeeper is deliberately defying the Commission and failing to meet its obligations, the Commission may impose fines equal to <i>10% of global annual revenue</i> to start. More fines can be imposed for continued non-compliance, up to 20%. In Apple’s recently completed fiscal 2022, Apple’s total revenue was $394 billion.</p><p>Clearly, the Commission chose the magnitude of the fines in order to make outright defiance of the DMA untenable. $39 billion is more than the App Store is worth. In my July article, I estimated App Store revenue at about 6.7% of Apple’s total revenue. This is based on Apple’s percentage of the App Store gross receipts. This number is in rough agreement with Gurman’s estimate of 6%.</p><p>I also estimated that the European contribution to the App Store was about 1.6% of total revenue, while Gurman estimated it at 2%. So our numbers roughly agree, which is about the best we can hope for, since Apple doesn’t provide a breakdown of the contributions to its Services reporting segment.</p><p>The relatively small European contribution to App Store revenue was probably another factor weighing in favor of compliance. If Apple could find a way to comply with the DMA in Europe while maintaining the walled garden elsewhere, then at most, the revenue damage would be some large portion of the 2% European contribution.</p><p>And this brings us to the final factor in favor of compliance, which I did not account for. At some point, Apple must have decided that it was technically feasible to create a version of iOS tailored to the requirements of the DMA while the rest of the world would get a different version.</p><p>Or something like that. It’s not clear how they’re going about it, but presumably, the cost of this is less than the revenue hit if Apple made the EU version universal for the world. The walled garden will not be entirely torn down, merely reduced in size, for now.</p><h2>Investor takeaways: a more open iOS will increase market share</h2><p>One argument on behalf of compliance with the DMA that I doubt was given much credence within Apple is that an open iOS will increase market share. I suggested it back in July, but I believe it more strongly now.</p><p>Openness, variety, and low initial cost are the main advantages of Google’s (GOOG) Android. While Apple can’t compete on variety and cost, an open iOS platform would take away at least one important Android advantage. Apple will probably find ways to mitigate the malware risk in doing so, which will also be an advantage.</p><p>As users discover that Apple offers the best of both worlds, openness with security, more Android users will be motivated to switch. As Apple gains market share in Europe, it will have to rethink its policy of containment of the DMA version.</p><p>Undoubtedly, Apple naysayers will depict the end of the walled garden as a fundamental threat to iOS and Apple’s dominance of smartphone profitability. Far from being a threat, I expect the end of the walled garden to open up new avenues of market expansion for iPhone. I remain long Apple and rate it a buy.</p><p><i>This article is written by Mark Hibben for reference only. Please note the risks.</i></p></body></html>","source":"seekingalpha_fund","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple: Mr. Cook Begins To Tear Down The Walled Garden</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple: Mr. Cook Begins To Tear Down The Walled Garden\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-16 14:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4564630-apple-stock-cook-begin-tear-down-walled-garden-buy><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryApple decides not to fight the EU Digital Markets Act.Why Apple chose not to fight the EU.Investor takeaways: a more open iOS will increase market share.Justin SullivanIn July I wrote an ...</p>\n\n<a href=\"https://seekingalpha.com/article/4564630-apple-stock-cook-begin-tear-down-walled-garden-buy\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://seekingalpha.com/article/4564630-apple-stock-cook-begin-tear-down-walled-garden-buy","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2291068709","content_text":"SummaryApple decides not to fight the EU Digital Markets Act.Why Apple chose not to fight the EU.Investor takeaways: a more open iOS will increase market share.Justin SullivanIn July I wrote an article titled “Apple: Mr. Cook, Tear Down This Walled Garden!” regarding the impact of the EU Digital Markets Act on Apple’s (NASDAQ:AAPL) iOS App Store. From the article comments, I got the impression that many thought I was kidding, but I was deadly serious. If Apple didn’t deconstruct the App Store, the EU would do it for them, in a very invasive and unpleasant way. That sound you hear is just the beginning of the collapse of the Walled Garden.Apple decides not to fight the EU Digital Markets ActOn Monday, December 13, Mark Gurman of Bloomberg broke the news that Apple intended to comply (mostly) with the Digital Markets Act (or DMA):Apple Inc. is preparing to allow alternative app stores on its iPhones and iPads, part of a sweeping overhaul aimed at complying with strict European Union requirements coming in 2024.Software engineering and services employees are engaged in a major push to open up key elements of Apple’s platforms, according to people familiar with the efforts. As part of the changes, customers could ultimately download third-party software to their iPhones and iPads without using the company’s App Store, sidestepping Apple’s restrictions and the up-to-30% commission it imposes on payments.The moves — a reversal of long-held policies — are a response to EU laws aimed at leveling the playing field for third-party developers and improving the digital lives of consumers. For years, regulators and software makers have complained that Apple and Google, which run the two biggest mobile app stores, wield too much power as gatekeepers.In fact, I argued in my July article that the DMA was not about “leveling the playing field” but rather tilting it against American technology companies like Apple:One of the radical departures of the DMA from traditional competition regulation is that it’s not enough for a company to have competition. The authors of the regulation more or less acknowledge that companies such as Apple have competition. Under the DMA, a company’s market position must also be “contestable”. What does this mean? It’s never really formally defined, but apparently it means that a smaller company should be able to compete effectively against a much larger company, despite lacking the resources, technology, or market clout to do so.How does one arrange this? By putting the large technology companies under very close, proactive supervision by EU competition regulators. By setting forth a set of “obligations” that the companies must comply with in advance. And by exacting very onerous penalties for “bad behavior”.The DMA confers enormous power on the European Commission Department of Competition, headed by Margrethe Vestager. The Competition Department authored the legislation.My view of the impacts of the DMA is that it’s intended to provide advantages to European companies competing with the US tech giants. The smaller European companies will be completely free of the regulation and supervision imposed on the larger US companies.The justification for this is that the large US companies are “digital gatekeepers” that control large online platforms offering a wide array of goods and services. The DMA considers these platforms to be markets unto themselves, and therefore in need of regulation.In this view, the gatekeeper is regarded as the “monopolist” of its own online store. So Apple would be regarded as the monopolist of the App Store and therefore in need of supervision, as well as policy changes such that Apple’s App Store is no longer “monopolistic”.The online stores are just virtual versions of the bricks and mortar department store. Imagine regulators barging into a department store, telling the owner what products and services the store owner could offer, and forcing the owner to allow competitors to set up competing mini-stores in the midst of the department store. In effect, that’s what the DMA allows regulators to do with online stores or platforms such as iOS.I regard this as an unprecedented encroachment on free market capitalism which should receive push-back from the US government. However, there has been none. The current head of the FTC, Lina Khan, fully embraces the concept of “digital gatekeepers” and has advocated policies and legislation similar to the DMA.When the DMA was passed back in July, it provoked little concern among Apple analysts, who seemed not to comprehend its full impact. Gurman’s article gets to the heart of the changes it would require in Apple’s business model:The act requires technology companies to allow the installation of third-party apps and let users more easily change default settings. The rules demand that messaging services work together and that outside developers get equal access to core features within apps and services.Gurman’s sources describe Apple’s compliance efforts:Apple is applying a significant amount of resources to the companywide endeavor. It hasn’t been a popular initiative within Apple, considering that the company has spent years decrying the need for “sideloading” — the process of installing software without using the official App Store. In lobbying against the new European laws, Apple has argued that sideloading could put unsafe apps on consumers’ devices and undermine privacy.According to Gurman, Apple’s approach is rather piecemeal, with Apple still deciding whether to comply with some provisions of the DMA. For instance, Apple hasn’t made a decision about whether to allow developers to install third-party payment systems within their apps. Apple also hasn’t decided whether to open up iMessage to work with other messaging services.Most significantly, Apple’s changes are planned only for the EU. As I discussed in my article, I’m skeptical whether this will be practical. Delicate software surgery will be required to create and maintain separate EU and US versions of iOS.How will Apple prevent Euro-spec versions from leaking to the US? And will the iPhones of US travelers in Europe be expected to comply with the DMA? Apple may be building a single version of iOS with a set of internal switches governing things like sideloading that will change state depending on the geolocation of the device. However Apple goes about complying with the DMA, not inconsiderable expense will be involved.Why Apple chose not to fight the EUIn the past, Apple has often fought protracted legal battles in the name of what it believed was “right”. But as any good attorney will tell you, the law is not about what’s right or wrong, but about what is legal or not legal.In defending what it believes is right, Apple has sometimes come up short. Apple believed it was right to enter into pricing agreements with book publishers for eBooks on the iPad in order to counter what it regarded as Amazon’s (AMZN) eBook monopoly. Unfortunately, the legal judgement was that Apple and the publishers had violated the Sherman Antitrust Act.In August of 2016, the EU ordered Ireland to collect $14.5 billion in taxes from Apple because the EU Competition Department regarded Ireland’s corporate tax laws to be illegal state aid. Apple is still fighting this case after winning its appeal before the EU General Court in July 2020.The EU Competition Department is now appealing that decision to the Court of Justice of the European Union, which has the final say in the matter. According to an article in the Financial Times, the Competition Department is expected to lose its appeal.In January of 2017, Apple sued QUALCOMM (QCOM) claiming unfair and monopolistic licensing practices for Qualcomm’s chips. The Federal Trade Commission sided with Apple and filed its own antitrust suit against Qualcomm. The FTC ultimately lost on appeal, and Apple eventually settled with Qualcomm, more or less on Qualcomm’s terms.Despite Apple’s mixed track record in regulatory matters, I fully expected Apple to fight tooth and claw to defend the walled garden. The walled garden was a very Apple institution, closely associated with a certain insularity in Apple’s corporate culture. Although I don’t know whether anyone at Apple read my July article, the arguments I made in favor of complying with the DMA are likely the arguments that prevailed among Apple’s decision makers.First and foremost, there is effectively nothing that Apple can do to legally challenge the DMA. Although the European Union behaves like a European government, it is formally a treaty organization governed by the Treaty on the Functioning of the European Union (TFEU).Unlike the U.S. government, there are no constitutional or legal constraints on how the EU can regulate business as long as fundamental human rights and the rights of member nations are not violated. Virtually any form of regulation is permissible as long as all member states agree, and all the members have agreed to the DMA.The DMA allows the Competition Department to impose “obligations” on gatekeeper companies without any finding that competition has actually been harmed. An example of an obligation would be allowing sideloading of apps in iOS.To enforce its obligations, the EU may conduct interviews, investigations, and onsite inspections. This will all be part of an ongoing “dialog” between the Competition Department and the gatekeeper about how to make the gatekeeper’s business practices “fair and contestable”.If the Commission is dissatisfied with the dialog and believes that the gatekeeper is deliberately defying the Commission and failing to meet its obligations, the Commission may impose fines equal to 10% of global annual revenue to start. More fines can be imposed for continued non-compliance, up to 20%. In Apple’s recently completed fiscal 2022, Apple’s total revenue was $394 billion.Clearly, the Commission chose the magnitude of the fines in order to make outright defiance of the DMA untenable. $39 billion is more than the App Store is worth. In my July article, I estimated App Store revenue at about 6.7% of Apple’s total revenue. This is based on Apple’s percentage of the App Store gross receipts. This number is in rough agreement with Gurman’s estimate of 6%.I also estimated that the European contribution to the App Store was about 1.6% of total revenue, while Gurman estimated it at 2%. So our numbers roughly agree, which is about the best we can hope for, since Apple doesn’t provide a breakdown of the contributions to its Services reporting segment.The relatively small European contribution to App Store revenue was probably another factor weighing in favor of compliance. If Apple could find a way to comply with the DMA in Europe while maintaining the walled garden elsewhere, then at most, the revenue damage would be some large portion of the 2% European contribution.And this brings us to the final factor in favor of compliance, which I did not account for. At some point, Apple must have decided that it was technically feasible to create a version of iOS tailored to the requirements of the DMA while the rest of the world would get a different version.Or something like that. It’s not clear how they’re going about it, but presumably, the cost of this is less than the revenue hit if Apple made the EU version universal for the world. The walled garden will not be entirely torn down, merely reduced in size, for now.Investor takeaways: a more open iOS will increase market shareOne argument on behalf of compliance with the DMA that I doubt was given much credence within Apple is that an open iOS will increase market share. I suggested it back in July, but I believe it more strongly now.Openness, variety, and low initial cost are the main advantages of Google’s (GOOG) Android. While Apple can’t compete on variety and cost, an open iOS platform would take away at least one important Android advantage. Apple will probably find ways to mitigate the malware risk in doing so, which will also be an advantage.As users discover that Apple offers the best of both worlds, openness with security, more Android users will be motivated to switch. As Apple gains market share in Europe, it will have to rethink its policy of containment of the DMA version.Undoubtedly, Apple naysayers will depict the end of the walled garden as a fundamental threat to iOS and Apple’s dominance of smartphone profitability. Far from being a threat, I expect the end of the walled garden to open up new avenues of market expansion for iPhone. I remain long Apple and rate it a buy.This article is written by Mark Hibben for reference only. Please note the risks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":889,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9984198180,"gmtCreate":1667555311341,"gmtModify":1676537937088,"author":{"id":"3558049596848718","authorId":"3558049596848718","name":"Maverickswav","avatar":"https://static.tigerbbs.com/119bb7c0b4017a61b09a104a864b61b7","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558049596848718","authorIdStr":"3558049596848718"},"themes":[],"htmlText":"Overreact","listText":"Overreact","text":"Overreact","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9984198180","repostId":"1131285910","repostType":2,"repost":{"id":"1131285910","kind":"news","pubTimestamp":1667518949,"share":"https://ttm.financial/m/news/1131285910?lang=&edition=full_marsco","pubTime":"2022-11-04 07:42","market":"us","language":"en","title":"Cloudflare Stock Drops More Than 13% After Results, Outlook Top Street View","url":"https://stock-news.laohu8.com/highlight/detail?id=1131285910","media":"market watch","summary":"Cloudflare Inc. shares fell in the extended session Thursday even after the cybersecurity company’s ","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/8e04d3cd328ef1b94a83f5e60b66c590\" tg-width=\"700\" tg-height=\"467\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Cloudflare Inc. shares fell in the extended session Thursday even after the cybersecurity company’s results and forecast topped the Wall Street consensus.</p><p>Cloudflare shares dropped as much as 13.44% after hours, following a 0.9% rise in the regular session to close at $50.37, or 62% lower than they started the year.</p><p><img src=\"https://static.tigerbbs.com/6faa4a74197eef943d5d2a85ec4eb452\" tg-width=\"820\" tg-height=\"845\" width=\"100%\" height=\"auto\"/></p><p>The company reported a third-quarter loss of $42.5 million, or 13 cents a share, compared with a loss of $107.3 million, or 34 cents a share, in the year-ago period. Adjusted earnings, which exclude stock-based compensation expenses and other items, were 6 cents a share, compared with break-even a share in the year-ago period.</p><p>Revenue rose to $253.9 million from $172.3 million in the year-ago quarter.</p><p>Analysts surveyed by FactSet had forecast break-even a share on revenue of $250.6 million.</p><p>Cloudflare forecast adjusted earnings of 4 cents to 5 cents a share on revenue of $273.5 million to $274.5 million for the fourth quarter, and 11 cents to 12 cents a share on revenue of $974 million to $975 million for the year.</p><p>Analysts had estimated earnings of 2 cents a share on revenue of $273.6 million for the fourth quarter, and 3 cents a share on revenue of $971 million for the year.</p></body></html>","source":"lsy1616996754749","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>Cloudflare Stock Drops More Than 13% After Results, Outlook Top Street View</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCloudflare Stock Drops More Than 13% After Results, Outlook Top Street View\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-04 07:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/cloudflare-stock-drops-more-than-10-after-results-outlook-top-street-view-11667509285?mod=home-page><strong>market watch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cloudflare Inc. shares fell in the extended session Thursday even after the cybersecurity company’s results and forecast topped the Wall Street consensus.Cloudflare shares dropped as much as 13.44% ...</p>\n\n<a href=\"https://www.marketwatch.com/story/cloudflare-stock-drops-more-than-10-after-results-outlook-top-street-view-11667509285?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NET":"Cloudflare, Inc."},"source_url":"https://www.marketwatch.com/story/cloudflare-stock-drops-more-than-10-after-results-outlook-top-street-view-11667509285?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131285910","content_text":"Cloudflare Inc. shares fell in the extended session Thursday even after the cybersecurity company’s results and forecast topped the Wall Street consensus.Cloudflare shares dropped as much as 13.44% after hours, following a 0.9% rise in the regular session to close at $50.37, or 62% lower than they started the year.The company reported a third-quarter loss of $42.5 million, or 13 cents a share, compared with a loss of $107.3 million, or 34 cents a share, in the year-ago period. Adjusted earnings, which exclude stock-based compensation expenses and other items, were 6 cents a share, compared with break-even a share in the year-ago period.Revenue rose to $253.9 million from $172.3 million in the year-ago quarter.Analysts surveyed by FactSet had forecast break-even a share on revenue of $250.6 million.Cloudflare forecast adjusted earnings of 4 cents to 5 cents a share on revenue of $273.5 million to $274.5 million for the fourth quarter, and 11 cents to 12 cents a share on revenue of $974 million to $975 million for the year.Analysts had estimated earnings of 2 cents a share on revenue of $273.6 million for the fourth quarter, and 3 cents a share on revenue of $971 million for the year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":917,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9918144847,"gmtCreate":1664343480589,"gmtModify":1676537437370,"author":{"id":"3558049596848718","authorId":"3558049596848718","name":"Maverickswav","avatar":"https://static.tigerbbs.com/119bb7c0b4017a61b09a104a864b61b7","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558049596848718","authorIdStr":"3558049596848718"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/E28.SI\">$FRENCKEN GROUP LIMITED(E28.SI)$</a>Going backto pre covid levels&nbsp;","listText":"<a href=\"https://ttm.financial/S/E28.SI\">$FRENCKEN GROUP LIMITED(E28.SI)$</a>Going backto pre covid levels&nbsp;","text":"$FRENCKEN GROUP LIMITED(E28.SI)$Going backto pre covid levels","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9918144847","isVote":1,"tweetType":1,"viewCount":708,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803065759,"gmtCreate":1627397014471,"gmtModify":1703489198520,"author":{"id":"3558049596848718","authorId":"3558049596848718","name":"Maverickswav","avatar":"https://static.tigerbbs.com/119bb7c0b4017a61b09a104a864b61b7","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558049596848718","authorIdStr":"3558049596848718"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a> Glad to take profit, wait to enter again","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a> Glad to take profit, wait to enter again","text":"$Sea Ltd(SE)$ Glad to take profit, wait to enter again","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/803065759","isVote":1,"tweetType":1,"viewCount":1801,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3565306689188768","authorId":"3565306689188768","name":"OnFire","avatar":"https://static.tigerbbs.com/5c62f8edc051598f8ff08f56aaab9a47","crmLevel":5,"crmLevelSwitch":0,"idStr":"3565306689188768","authorIdStr":"3565306689188768"},"content":"yea, lets wait for a good price again.","text":"yea, lets wait for a good price again.","html":"yea, lets wait for a good price again."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":175723480,"gmtCreate":1627049774640,"gmtModify":1703483353969,"author":{"id":"3558049596848718","authorId":"3558049596848718","name":"Maverickswav","avatar":"https://static.tigerbbs.com/119bb7c0b4017a61b09a104a864b61b7","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558049596848718","authorIdStr":"3558049596848718"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/BNTX\">$BioNTech SE(BNTX)$</a> gains from yesterday gone","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/BNTX\">$BioNTech SE(BNTX)$</a> gains from yesterday gone","text":"$BioNTech SE(BNTX)$ gains from yesterday gone","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/175723480","isVote":1,"tweetType":1,"viewCount":1002,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":122330284,"gmtCreate":1624596565048,"gmtModify":1703841352751,"author":{"id":"3558049596848718","authorId":"3558049596848718","name":"Maverickswav","avatar":"https://static.tigerbbs.com/119bb7c0b4017a61b09a104a864b61b7","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558049596848718","authorIdStr":"3558049596848718"},"themes":[],"htmlText":"Do the opposite of JC","listText":"Do the opposite of JC","text":"Do the opposite of JC","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/122330284","repostId":"1137689091","repostType":4,"isVote":1,"tweetType":1,"viewCount":830,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":248813309591776,"gmtCreate":1701777379022,"gmtModify":1701782717437,"author":{"id":"3558049596848718","authorId":"3558049596848718","name":"Maverickswav","avatar":"https://static.tigerbbs.com/119bb7c0b4017a61b09a104a864b61b7","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558049596848718","authorIdStr":"3558049596848718"},"themes":[],"htmlText":"Just let the competitors die&nbsp;","listText":"Just let the competitors die&nbsp;","text":"Just let the competitors die","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/248813309591776","repostId":"1148478328","repostType":2,"isVote":1,"tweetType":1,"viewCount":754,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9913566880,"gmtCreate":1664021637140,"gmtModify":1676537380265,"author":{"id":"3558049596848718","authorId":"3558049596848718","name":"Maverickswav","avatar":"https://static.tigerbbs.com/119bb7c0b4017a61b09a104a864b61b7","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558049596848718","authorIdStr":"3558049596848718"},"themes":[],"htmlText":"It's just serious fear and greed","listText":"It's just serious fear and greed","text":"It's just serious fear and greed","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9913566880","repostId":"2269657466","repostType":2,"repost":{"id":"2269657466","kind":"highlight","pubTimestamp":1663980236,"share":"https://ttm.financial/m/news/2269657466?lang=&edition=full_marsco","pubTime":"2022-09-24 08:43","market":"us","language":"en","title":"Why I'm Not Worried About the Stock Market","url":"https://stock-news.laohu8.com/highlight/detail?id=2269657466","media":"TheStreet","summary":"A lot of scary words have been floating around with \"recession\" and \"inflation\" at the top of the li","content":"<html><head></head><body><p>A lot of scary words have been floating around with &#34;recession&#34; and &#34;inflation&#34; at the top of the list. People are worried about the economy and the Federal Reserve has not been helping as it steadily raises interest rates. That, in theory, acts as a check on inflation, but mostly makes money more expensive which impacts mortgage rates, credit card interest, and really any money people borrow going forward.</p><p>That has driven the Dow Jones Industrial Average steadily downward. The index fell by nearly 500 points on Sept. 23 sending it to a low for 2022. In a broad sense. it&#39;s not just the Dow as the Nasdaq has steadily fallen as well.</p><p>We all know the story and understand the fears, but market fears about what might happen don&#39;t actually track with what&#39;s actually happening in the U.S. economy.</p><h2>The U.S. Economy Has Been Strong</h2><p>Obviously, inflation has hit many lower-income Americans hard. But the employment market remains strong with the unemployment rate sitting at 3.7%. That&#39;s not quite a historical low, but it&#39;s in that range. In addition, there&#39;s exactly one-half of an available job seeker for every available job opening, That actually is a historical low since the Bureau of Labor Statistics has been tracking that data.</p><p>Job openings, however, don&#39;t always mean good jobs, but wages have also been rising in the service industry and even fast food jobs. <a href=\"https://laohu8.com/S/WMT\">Walmart</a>, <a href=\"https://laohu8.com/S/TGT\">Target</a>, <a href=\"https://laohu8.com/S/YUM\">Yum! Brands</a>, <a href=\"https://laohu8.com/S/SBUX\">Starbucks</a>, and a number of other retailers have embraced a $15 minimum wage.</p><p>And, while the employment market remains strong, the flip side of that is rising housing costs coupled with higher mortgage rates. That&#39;s not great news for people buying a house (even if history suggests they still should) but it has a flip side. If you own a house, it has become a fast-rising asset that increases your net worth.</p><p>The economy is, of course, personal. If you can&#39;t find a job or afford to live where you want to, that&#39;s very real. Broadly, however, there are a lot of signs that the economy remains strong and that many of the issues we&#39;re having relate to what might be called a pandemic hangover.</p><h2>Market Drops Are the Best Times to Invest</h2><p>Many of my favorite companies have dropped by 30% or more. I don&#39;t stop believing in <a href=\"https://laohu8.com/S/COST\">Costco</a>, <a href=\"https://laohu8.com/S/DIS\">Walt Disney</a>, or <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>  (just to name a few) because their share prices have fallen. In fact, I look at all three of these companies and how they handled the pandemic and prepared for the future and feel better about them.</p><p>Stock price does not always equate to performance in the short term. Disney, for example, has the best intellectual property (IP) of any entertainment company and has endless pricing power. In fact, if you were offered &#34;every other companies&#39; IP&#34; or Disney&#39;s, you can make  a case to take Disney.</p><p>Costco just delivered one of its highest renewal rates ever (over 92%) and continues to add members, Microsoft has only gotten stronger as it pivots more fully to a software as a service model, yet all three of those companies have seen double digit stock drops this year.</p><p>In a bad market, I cling to the mantra &#34;time in the market beats timing the market.&#34; Now is the time to add to your holdings in really strong companies. Consider that good companies are now on sale, really big sales in some cases, and add strategically to your long-term holdings.</p><p>After you do that, remember that long-term means years. Check in on the companies you own to make sure they have stayed on course, but don&#39;t check your portfolio everyday. A market drop feels bad, but historically, it means nothing. Good companies will recover and investing in them, plus time (maybe a lot of time) is what makes investors rich.</p><p>BY DANIEL KLINE</p></body></html>","source":"thestreet_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>Why I'm Not Worried About the Stock Market</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\">\nWhy I'm Not Worried About the Stock Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-24 08:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/investing/why-im-not-worried-about-the-stock-market><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A lot of scary words have been floating around with \"recession\" and \"inflation\" at the top of the list. People are worried about the economy and the Federal Reserve has not been helping as it steadily...</p>\n\n<a href=\"https://www.thestreet.com/investing/why-im-not-worried-about-the-stock-market\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4516":"特朗普概念","BK4554":"元宇宙及AR概念","SBUX":"星巴克","BK4532":"文艺复兴科技持仓","BK4108":"电影和娱乐","DIS":"迪士尼","BK4567":"ESG概念","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","TGT":"塔吉特","YUM":"百胜餐饮集团","BK4576":"AR","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","BK4525":"远程办公概念","BK4524":"宅经济概念","BK4114":"综合货品商店","BK4535":"淡马锡持仓","BK4577":"网络游戏","BK4527":"明星科技股","BK4538":"云计算","BK4550":"红杉资本持仓","BK4579":"人工智能","COST":"好市多","MSFT":"微软","BK4503":"景林资产持仓","BK4551":"寇图资本持仓","BK4136":"纸材料包装","BK4561":"索罗斯持仓","BK4155":"大卖场与超市","BK4097":"系统软件","BK4581":"高盛持仓","BK4504":"桥水持仓","BK4209":"餐馆","BK4548":"巴美列捷福持仓","WMT":"沃尔玛","BK4528":"SaaS概念"},"source_url":"https://www.thestreet.com/investing/why-im-not-worried-about-the-stock-market","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2269657466","content_text":"A lot of scary words have been floating around with \"recession\" and \"inflation\" at the top of the list. People are worried about the economy and the Federal Reserve has not been helping as it steadily raises interest rates. That, in theory, acts as a check on inflation, but mostly makes money more expensive which impacts mortgage rates, credit card interest, and really any money people borrow going forward.That has driven the Dow Jones Industrial Average steadily downward. The index fell by nearly 500 points on Sept. 23 sending it to a low for 2022. In a broad sense. it's not just the Dow as the Nasdaq has steadily fallen as well.We all know the story and understand the fears, but market fears about what might happen don't actually track with what's actually happening in the U.S. economy.The U.S. Economy Has Been StrongObviously, inflation has hit many lower-income Americans hard. But the employment market remains strong with the unemployment rate sitting at 3.7%. That's not quite a historical low, but it's in that range. In addition, there's exactly one-half of an available job seeker for every available job opening, That actually is a historical low since the Bureau of Labor Statistics has been tracking that data.Job openings, however, don't always mean good jobs, but wages have also been rising in the service industry and even fast food jobs. Walmart, Target, Yum! Brands, Starbucks, and a number of other retailers have embraced a $15 minimum wage.And, while the employment market remains strong, the flip side of that is rising housing costs coupled with higher mortgage rates. That's not great news for people buying a house (even if history suggests they still should) but it has a flip side. If you own a house, it has become a fast-rising asset that increases your net worth.The economy is, of course, personal. If you can't find a job or afford to live where you want to, that's very real. Broadly, however, there are a lot of signs that the economy remains strong and that many of the issues we're having relate to what might be called a pandemic hangover.Market Drops Are the Best Times to InvestMany of my favorite companies have dropped by 30% or more. I don't stop believing in Costco, Walt Disney, or Microsoft  (just to name a few) because their share prices have fallen. In fact, I look at all three of these companies and how they handled the pandemic and prepared for the future and feel better about them.Stock price does not always equate to performance in the short term. Disney, for example, has the best intellectual property (IP) of any entertainment company and has endless pricing power. In fact, if you were offered \"every other companies' IP\" or Disney's, you can make  a case to take Disney.Costco just delivered one of its highest renewal rates ever (over 92%) and continues to add members, Microsoft has only gotten stronger as it pivots more fully to a software as a service model, yet all three of those companies have seen double digit stock drops this year.In a bad market, I cling to the mantra \"time in the market beats timing the market.\" Now is the time to add to your holdings in really strong companies. Consider that good companies are now on sale, really big sales in some cases, and add strategically to your long-term holdings.After you do that, remember that long-term means years. Check in on the companies you own to make sure they have stayed on course, but don't check your portfolio everyday. A market drop feels bad, but historically, it means nothing. Good companies will recover and investing in them, plus time (maybe a lot of time) is what makes investors rich.BY DANIEL KLINE","news_type":1},"isVote":1,"tweetType":1,"viewCount":628,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":831944706,"gmtCreate":1629283669905,"gmtModify":1676529990485,"author":{"id":"3558049596848718","authorId":"3558049596848718","name":"Maverickswav","avatar":"https://static.tigerbbs.com/119bb7c0b4017a61b09a104a864b61b7","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558049596848718","authorIdStr":"3558049596848718"},"themes":[],"htmlText":"Wait for correction","listText":"Wait for correction","text":"Wait for correction","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/831944706","repostId":"1157369196","repostType":2,"isVote":1,"tweetType":1,"viewCount":463,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":323538267619392,"gmtCreate":1720014044396,"gmtModify":1720015978726,"author":{"id":"3558049596848718","authorId":"3558049596848718","name":"Maverickswav","avatar":"https://static.tigerbbs.com/119bb7c0b4017a61b09a104a864b61b7","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558049596848718","authorIdStr":"3558049596848718"},"themes":[],"htmlText":"‌<a href=\"https://laohu8.com/S/NVDA\">$NVIDIA Corp(NVDA)$ &nbsp;</a>‌CEO and insiders selling, but dumb money is buying","listText":"‌<a href=\"https://laohu8.com/S/NVDA\">$NVIDIA Corp(NVDA)$ &nbsp;</a>‌CEO and insiders selling, but dumb money is buying","text":"‌$NVIDIA Corp(NVDA)$ ‌CEO and insiders selling, but dumb money is buying","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/323538267619392","isVote":1,"tweetType":1,"viewCount":1208,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":246931880693896,"gmtCreate":1701307518717,"gmtModify":1701307523407,"author":{"id":"3558049596848718","authorId":"3558049596848718","name":"Maverickswav","avatar":"https://static.tigerbbs.com/119bb7c0b4017a61b09a104a864b61b7","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558049596848718","authorIdStr":"3558049596848718"},"themes":[],"htmlText":"Just let it sink","listText":"Just let it sink","text":"Just let it sink","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/246931880693896","repostId":"1160087683","repostType":2,"repost":{"id":"1160087683","kind":"news","pubTimestamp":1701307087,"share":"https://ttm.financial/m/news/1160087683?lang=&edition=full_marsco","pubTime":"2023-11-30 09:18","market":"us","language":"en","title":"Jack Ma Returns to Rally Troops After Alibaba’s Troubles Deepen","url":"https://stock-news.laohu8.com/highlight/detail?id=1160087683","media":"Bloomberg","summary":"Founder urges employees to help company ‘correct its course’Ma weighs in with a rare comment on internal message boardJack MaChina’s most famous entrepreneur broke years of silence about Alibaba Group","content":"<html><head></head><body><ul style=\"\"><li><p>Founder urges employees to help company ‘correct its course’</p></li><li><p>Ma weighs in with a rare comment on internal message board</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f07a1feb7c7c9c8ffef161a23bed2a71\" title=\"Jack Ma\" tg-width=\"2000\" tg-height=\"1333\"/><span>Jack Ma</span></p><p>China’s most famous entrepreneur broke years of silence about Alibaba Group Holding Ltd. with a call to arms for employees, following years of brutal government punishment and strategic missteps that cost the e-commerce pioneer its place as leader of the country’s tech industry.</p><p>Jack Ma, the once-outspoken billionaire who stayed out of public view after clashing with Beijing, took to an internal message board to urge Alibaba to “correct its course” and lauded rival PDD Holdings Inc., which has been swiping market share. He expressed confidence the 220,000-plus staff can return to their success of the past with determination and hard work.</p><p>“Every great company is born in a winter,” Ma wrote in response to a staff post. “The people willing to reform for the future, and the organizations willing to pay any price and sacrifice, are the ones that are truly respected.”</p><p>PDD&#39;s market value once surpassed Alibaba in morning trading on Wednesday but closed with $188.3B market value still with $1.62B gap from Alibaba’s $189.92B.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6391de6d9334f784dd0a68c020807cfe\" tg-width=\"607\" tg-height=\"76\"/></p><p>Alibaba co-founder Jack Ma urged the company to correct course in a surprise internal memo, in which the billionaire called for fundamental change across the company he co-founded decades ago. Bloomberg’s Henry Ren and Isabelle Lee join Caroline Hyde and Ed Ludlow to break it all down on “Bloomberg Technology.”</p><p>Once the most valuable company in China, Alibaba has fallen far behind games and social media leader Tencent Holdings Ltd. Alibaba’s market valuation has tumbled from more than $850 billion three years ago to about $190 billion. It’s in danger of being eclipsed by PDD, an e-commerce upstart that reached $176 billion with a successful expansion abroad.</p><p>It’s not clear whether Ma has been given explicit approval from authorities to resume a more public role — or whether he simply couldn’t stay silent any longer about the company’s strategy given its many problems. Ma ceded his role as chief executive officer before Alibaba’s initial public offering in 2014, leaving day-to-day management largely to his lieutenants since then.</p><p>“This intervention is particularly significant given that we haven’t heard him address anything related to the company for over three years,” said Duncan Clark, author of Alibaba: The House That Jack Ma Built and chairman of investment consulting firm BDA China. “He has always been seen as the ultimate voice, moral authority within the company, including speaking the truth that others dare not.”</p><p>The troubles for Ma and Alibaba began three years ago when the entrepreneur publicly criticized Chinese regulators for their oversight of dynamic sectors like finance and tech. Beijing quickly forced Ma to pull the plug on the initial public offering of Ant Group Co., an Alibaba affiliate that he had also co-founded. Ma then largely disappeared from public view for years, though he was spotted occasionally in locales from a Melbourne hotel to Tokyo members’ clubs.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6c0143a595be17f0b98e2b3b8c24345b\" title=\"\" tg-width=\"644\" tg-height=\"374\"/></p><p>Ma’s years-long absence underscored the mistrust that entrepreneurs and investors harbored against Beijing — an apprehension that persists despite a litany of official pledges to support the private sector as the world’s No. 2 economy struggles to recover from Covid Zero.</p><p>Beijing targeted Alibaba as part of a broad crackdown on the most powerful companies in the technology industry, pushing them to reform their practices and refrain from leveraging their platforms to dominate emerging businesses. That left Alibaba distracted and struggling to respond to competitive threats from the likes of PDD and ByteDance Ltd., the parent of TikTok and Douyin.</p><p>This March, CEO Daniel Zhang unveiled plans to split Alibaba into six different business units, arguing that would give each division’s management more autonomy and revitalize their operations. Zhang then stepped down and the company handed control over to two longstanding Ma confidantes, Joe Tsai and Eddie Wu. The pair soon announced they were shelving the most-anticipated spinoff — that of the $11 billion cloud-computing arm — in a stunning reversal that sent the company’s stock reeling yet again.</p><p>“The reorganization was a huge move, but the second half of that is, show me who’s running what,” said Jeffrey Towson, a partner at TechMoat Consulting. “Where are the most innovative e-commerce moves coming from? ByteDance and PDD. Who has the next-generation leadership in place? ByteDance and PDD.”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b7ae0be62a11b004d36d66b9b6abc9fd\" title=\"\" tg-width=\"638\" tg-height=\"335\"/></p><p>It’s unclear where Ma saw the most pressing need for change, but his unusual memo suggests the co-founder felt the need to address the troops. Ma this month hit the brakes on a plan to reduce his stake in Alibaba, as the stock price was not at a level he was happy with.</p><p>The comments to the company’s staff are the latest sign that the teacher-turned-entrepreneur is becoming more active after years of staying out of the spotlight, following Beijing’s sweeping crackdown on his businesses. In March, Ma visited a school in Hangzhou in a carefully arranged visit regarded as a sign he was ready to emerge onto a more public stage. He’s mostly focused on projects in agriculture and education, among his passions. He just set up a new company to process and sell farm products, Hangzhou Ma’s Kitchen Food.</p><p>Ma’s Alibaba comments came hours after PDD reported stellar financial results. The company, founded by billionaire Colin Huang, surged 18% after reporting a stronger-than-anticipated doubling in revenue, driven in part by the surging success of hit US shopping app Temu. Alibaba, in contrast, has tried and failed for years to build a truly substantial business outside of China.</p><p>“Congratulations to Pinduoduo for their decision-making, execution and efforts of the past years,” Ma wrote in his post.</p><p>Clark suggested that Ma’s reemergence may be an optimistic sign for Alibaba’s future.</p><p>“This is a positive development for the company, which clearly needs a reset after its botched spinoff,” he said. “Perhaps this suggests that the Chinese government is keen to see the company — which symbolized the start of the big tech crackdown — improve its fortunes now that the priority is clearly shifting to growth, consumption, restoring investor and private sector sentiment.”</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Jack Ma Returns to Rally Troops After Alibaba’s Troubles Deepen</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nJack Ma Returns to Rally Troops After Alibaba’s Troubles Deepen\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-11-30 09:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-11-29/jack-ma-returns-to-rally-troops-after-alibaba-s-troubles-deepen?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Founder urges employees to help company ‘correct its course’Ma weighs in with a rare comment on internal message boardJack MaChina’s most famous entrepreneur broke years of silence about Alibaba Group...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-11-29/jack-ma-returns-to-rally-troops-after-alibaba-s-troubles-deepen?srnd=premium-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.bloomberg.com/news/articles/2023-11-29/jack-ma-returns-to-rally-troops-after-alibaba-s-troubles-deepen?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160087683","content_text":"Founder urges employees to help company ‘correct its course’Ma weighs in with a rare comment on internal message boardJack MaChina’s most famous entrepreneur broke years of silence about Alibaba Group Holding Ltd. with a call to arms for employees, following years of brutal government punishment and strategic missteps that cost the e-commerce pioneer its place as leader of the country’s tech industry.Jack Ma, the once-outspoken billionaire who stayed out of public view after clashing with Beijing, took to an internal message board to urge Alibaba to “correct its course” and lauded rival PDD Holdings Inc., which has been swiping market share. He expressed confidence the 220,000-plus staff can return to their success of the past with determination and hard work.“Every great company is born in a winter,” Ma wrote in response to a staff post. “The people willing to reform for the future, and the organizations willing to pay any price and sacrifice, are the ones that are truly respected.”PDD's market value once surpassed Alibaba in morning trading on Wednesday but closed with $188.3B market value still with $1.62B gap from Alibaba’s $189.92B.Alibaba co-founder Jack Ma urged the company to correct course in a surprise internal memo, in which the billionaire called for fundamental change across the company he co-founded decades ago. Bloomberg’s Henry Ren and Isabelle Lee join Caroline Hyde and Ed Ludlow to break it all down on “Bloomberg Technology.”Once the most valuable company in China, Alibaba has fallen far behind games and social media leader Tencent Holdings Ltd. Alibaba’s market valuation has tumbled from more than $850 billion three years ago to about $190 billion. It’s in danger of being eclipsed by PDD, an e-commerce upstart that reached $176 billion with a successful expansion abroad.It’s not clear whether Ma has been given explicit approval from authorities to resume a more public role — or whether he simply couldn’t stay silent any longer about the company’s strategy given its many problems. Ma ceded his role as chief executive officer before Alibaba’s initial public offering in 2014, leaving day-to-day management largely to his lieutenants since then.“This intervention is particularly significant given that we haven’t heard him address anything related to the company for over three years,” said Duncan Clark, author of Alibaba: The House That Jack Ma Built and chairman of investment consulting firm BDA China. “He has always been seen as the ultimate voice, moral authority within the company, including speaking the truth that others dare not.”The troubles for Ma and Alibaba began three years ago when the entrepreneur publicly criticized Chinese regulators for their oversight of dynamic sectors like finance and tech. Beijing quickly forced Ma to pull the plug on the initial public offering of Ant Group Co., an Alibaba affiliate that he had also co-founded. Ma then largely disappeared from public view for years, though he was spotted occasionally in locales from a Melbourne hotel to Tokyo members’ clubs.Ma’s years-long absence underscored the mistrust that entrepreneurs and investors harbored against Beijing — an apprehension that persists despite a litany of official pledges to support the private sector as the world’s No. 2 economy struggles to recover from Covid Zero.Beijing targeted Alibaba as part of a broad crackdown on the most powerful companies in the technology industry, pushing them to reform their practices and refrain from leveraging their platforms to dominate emerging businesses. That left Alibaba distracted and struggling to respond to competitive threats from the likes of PDD and ByteDance Ltd., the parent of TikTok and Douyin.This March, CEO Daniel Zhang unveiled plans to split Alibaba into six different business units, arguing that would give each division’s management more autonomy and revitalize their operations. Zhang then stepped down and the company handed control over to two longstanding Ma confidantes, Joe Tsai and Eddie Wu. The pair soon announced they were shelving the most-anticipated spinoff — that of the $11 billion cloud-computing arm — in a stunning reversal that sent the company’s stock reeling yet again.“The reorganization was a huge move, but the second half of that is, show me who’s running what,” said Jeffrey Towson, a partner at TechMoat Consulting. “Where are the most innovative e-commerce moves coming from? ByteDance and PDD. Who has the next-generation leadership in place? ByteDance and PDD.”It’s unclear where Ma saw the most pressing need for change, but his unusual memo suggests the co-founder felt the need to address the troops. Ma this month hit the brakes on a plan to reduce his stake in Alibaba, as the stock price was not at a level he was happy with.The comments to the company’s staff are the latest sign that the teacher-turned-entrepreneur is becoming more active after years of staying out of the spotlight, following Beijing’s sweeping crackdown on his businesses. In March, Ma visited a school in Hangzhou in a carefully arranged visit regarded as a sign he was ready to emerge onto a more public stage. He’s mostly focused on projects in agriculture and education, among his passions. He just set up a new company to process and sell farm products, Hangzhou Ma’s Kitchen Food.Ma’s Alibaba comments came hours after PDD reported stellar financial results. The company, founded by billionaire Colin Huang, surged 18% after reporting a stronger-than-anticipated doubling in revenue, driven in part by the surging success of hit US shopping app Temu. Alibaba, in contrast, has tried and failed for years to build a truly substantial business outside of China.“Congratulations to Pinduoduo for their decision-making, execution and efforts of the past years,” Ma wrote in his post.Clark suggested that Ma’s reemergence may be an optimistic sign for Alibaba’s future.“This is a positive development for the company, which clearly needs a reset after its botched spinoff,” he said. “Perhaps this suggests that the Chinese government is keen to see the company — which symbolized the start of the big tech crackdown — improve its fortunes now that the priority is clearly shifting to growth, consumption, restoring investor and private sector sentiment.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":1113,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":194967695,"gmtCreate":1621335485017,"gmtModify":1704355967540,"author":{"id":"3558049596848718","authorId":"3558049596848718","name":"Maverickswav","avatar":"https://static.tigerbbs.com/119bb7c0b4017a61b09a104a864b61b7","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558049596848718","authorIdStr":"3558049596848718"},"themes":[],"htmlText":"Ponzi company","listText":"Ponzi company","text":"Ponzi company","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/194967695","repostId":"1171834722","repostType":4,"isVote":1,"tweetType":1,"viewCount":690,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":249348187766888,"gmtCreate":1701916474220,"gmtModify":1701916486892,"author":{"id":"3558049596848718","authorId":"3558049596848718","name":"Maverickswav","avatar":"https://static.tigerbbs.com/119bb7c0b4017a61b09a104a864b61b7","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558049596848718","authorIdStr":"3558049596848718"},"themes":[],"htmlText":"People still play shit REITs?","listText":"People still play shit REITs?","text":"People still play shit REITs?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/249348187766888","repostId":"2389464038","repostType":2,"repost":{"id":"2389464038","kind":"highlight","pubTimestamp":1701914807,"share":"https://ttm.financial/m/news/2389464038?lang=&edition=full_marsco","pubTime":"2023-12-07 10:06","market":"sg","language":"en","title":"4 Dependable Singapore Blue-Chip Stocks with Dividend Yields of 5.5% or Higher","url":"https://stock-news.laohu8.com/highlight/detail?id=2389464038","media":"The Smart Investor","summary":"If you are looking for high dividend yields coupled with stability, look no further than these four blue-chip names.","content":"<html><head></head><body><p>The twin worries of high inflation and surging interest rates have cast a pall on the economic outlook.</p><p>Investors are worried that businesses may start reporting lower revenue and profits as consumer sentiment takes a hit.</p><p>During such troubled times, blue-chip stocks provide a haven that investors can rely on.</p><p>Their long track record, coupled with a strong reputation and experience in dealing with good and bad times, allow them to sail through challenging times to emerge stronger.</p><p>What’s more, most blue-chip stocks also pay out a dividend, thus providing investors with a useful stream of passive income to tide through the storm.</p><p>Here are four reliable blue-chip names sporting dividend yields of 5.5% or higher.</p><h2 id=\"id_2118175000\">OCBC Ltd (SGX: O39)</h2><p>OCBC Ltd is Singapore’s second-largest bank by market capitalisation.</p><p>The lender reported a strong set of earnings for the first nine months of 2023 (9M 2023).</p><p>Total income for 9M 2023 climbed 24% year on year to S$10.2 billion while net profit jumped 32% year on year to S$5.4 billion.</p><p>The bank’s net interest margin for the period also rose to 2.28%, up sharply from the 1.78% registered a year ago.</p><p>OCBC paid out a trailing 12-month dividend of S$0.80, translating into a trailing dividend yield of 6.3%.</p><p>CEO Helen Wong believes that the bank is on track for a resilient full-year performance with a net interest margin of 2.25% and a return on equity above 14%.</p><p>Loan growth is expected in the mid-single-digit region and the lender will maintain its 50% dividend payout ratio when it announces its 2023 results in February 2024.</p><h2 id=\"id_3539544156\">Mapletree Logistics Trust (SGX: M44U)</h2><p>Mapletree Logistics Trust, or MLT, is an industrial REIT with a portfolio of 189 properties across eight countries with assets under management (AUM) of S$13.3 billion as of 30 September 2023.</p><p>The REIT reported a commendable set of earnings for its first half of fiscal 2024 (1H FY2024) ending 30 September 2023.</p><p>Gross revenue for 1H FY2024 dipped 0.7% year on year to S$368.9 million with net property income (NPI) slipping 1% year on year to S$320.1 million.</p><p>However, MLT’s distribution per unit (DPU) managed to eke out a small 0.5% year on year increase to S$0.04539.</p><p>The logistics REIT’s trailing 12-month DPU came in at S$0.09034, giving its units a trailing distribution yield of 5.6%.</p><p>MLT’s portfolio occupancy remained robust at 96.9% and the REIT also registered a positive rental reversion of 0.2% for the quarter.</p><p>The REIT had just completed or is completing a series of five divestments in Singapore, Malaysia, and Japan as part of its capital recycling efforts.</p><p>1H FY2024 also saw a series of acquisitions that added eight properties to its portfolio for S$904.4 million.</p><h2 id=\"id_1884105657\">CapitaLand Ascendas REIT (SGX: A17U)</h2><p>CapitaLand Ascendas REIT, or CLAR, is the oldest industrial REIT in Singapore with a portfolio of 230 properties and an AUM of S$17 billion as of 30 June 2023.</p><p>For the first half of 2023 (1H 2023), CLAR reported a 7.7% year on year improvement in gross revenue while NPI shot up 6.7% year on year to S$508.8 million.</p><p>DPU, however, dipped slightly by 2% year on year to S$0.07719.</p><p>CLAR’s trailing 12-month DPU stood at S$0.15644, giving its units a trailing 12-month distribution yield of 5.5%.</p><p>The industrial REIT announced a robust set of operating metrics for its third quarter of 2023 (3Q 2023).</p><p>Portfolio occupancy stayed high at 94.5% and the REIT also enjoyed a positive rental reversion of 10.2%.</p><p>With an aggregate leverage of 37.2%, CLAR can tap on debt for yield-accretive acquisitions.</p><p>The REIT also has several ongoing projects worth S$600 million involving redevelopments or convert-to-suit works to enhance the returns of the portfolio.</p><h2 id=\"id_2674102907\">Frasers Logistics &amp; Commercial Trust (SGX: BUOU)</h2><p>Frasers Logistics &amp; Commercial Trust, or FLCT, has 107 industrial and commercial properties within its portfolio.</p><p>These properties are located in Singapore, the UK, Germany, Australia and the Netherlands with an AUM of S$6.4 billion as of 30 September 2023.</p><p>For its fiscal 2023 (FY2023) ending 30 September, FLCT saw revenue fall by 6.5% year on year to S$420.8 million.</p><p>NPI declined by 9% year on year to S$311.4 million because of higher utility expenses and finance costs.</p><p>DPU dipped by 7.6% year on year to S$0.0704, giving FLCT’s units a trailing distribution yield of 6.4%.</p><p>Despite the lower DPU, FLCT registered a healthy positive rental reversion of 18.9% for its portfolio and boasted a high occupancy rate of 96%.</p><p>The REIT sports a low aggregate leverage of just 30.2% along with a cost of debt of 2.2%, giving it a debt headroom of S$2.7 billion before it hits the 50% limit.</p><p>Elsewhere, FLCT also announced the acquisition of a logistics development on a freehold airport site in the Netherlands.</p><p>This DPU-accretive purchase will be completed by 1 November 2024.</p></body></html>","source":"thesmartinvestor_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>4 Dependable Singapore Blue-Chip Stocks with Dividend Yields of 5.5% or Higher</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{ 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}\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\">\n4 Dependable Singapore Blue-Chip Stocks with Dividend Yields of 5.5% or Higher\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-12-07 10:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://thesmartinvestor.com.sg/4-dependable-singapore-blue-chip-stocks-with-dividend-yields-of-5-5-or-higher/><strong>The Smart Investor</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The twin worries of high inflation and surging interest rates have cast a pall on the economic outlook.Investors are worried that businesses may start reporting lower revenue and profits as consumer ...</p>\n\n<a href=\"https://thesmartinvestor.com.sg/4-dependable-singapore-blue-chip-stocks-with-dividend-yields-of-5-5-or-higher/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0955669360.SGD":"Schroder ISF Asian Dividend Maximiser A Dis SGD","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 SGD-H","LU0210637038.USD":"HSBC GIF THAI EQUITY \"AD\" INC","SG9999002414.USD":"LIONGLOBAL SINGAPORE TRUST (USD) ACC","LU0821914370.USD":"贝莱德亚洲成长领袖A2","CFA.SI":"NikkoAM-STC Asia REIT","BK6516":"银行与投资服务概念","LU0181495838.USD":"施罗德新兴亚洲A Acc","LU0532188223.SGD":"JPMorgan Funds - ASEAN Equity A (acc) SGD","LU1130305938.SGD":"Schroder ISF Asian Dividend Maximiser A Dis SGD-H","SG9999016042.SGD":"Schroder Singapore Trust A Acc SGD","BK6523":"ESG概念","SG9999003826.SGD":"日兴资管新加坡股息基金 SGD","BK6082":"工业房地产投资信托","SGXZ58947870.SGD":"LIONGLOBAL SINGAPORE DIVIDEND EQUITY (SGDHDG) INC","SG9999002406.SGD":"利安新加坡信托基金","SG9999001127.SGD":"United Singapore Growth Fund SGD","LU1048588211.SGD":"Blackrock Asian Dragon A2 SGD-H","LU0072462343.USD":"贝莱德亚洲巨龙基金","LU0572940350.SGD":"Janus Henderson Horizon Asian Dividend Income A3 SGD","SG9999004360.SGD":"Nikko AM Shenton Thrift Fund SGD","M44U.SI":"丰树物流信托","SG9999000327.SGD":"Schroder Asian Growth A Dis SGD","LU0048573645.USD":"富达东盟基金","SG9999013460.SGD":"LionGlobal Singapore Dividend Equity Fund SGD","SG9999013478.USD":"利安新加坡股息基金","SG9999008742.SGD":"Eastspring Investments Unit Trusts - Singapore ASEAN Equity SGD","BUOU.SI":"星狮物流工业信托","LU0264606111.USD":"Janus Henderson Horizon Asian Dividend Income A2 USD","SG9999006266.SGD":"MANULIFE SINGAPORE EQUITY \"A\" (SGD) ACC","SG9999000343.SGD":"Schroder Singapore Trust A Dis SGD","SG9999002604.SGD":"LionGlobal Singapore/Malaysia SGD","SG9999005177.SGD":"Legg Mason Martin Currie - Southeast Asia Trust A Acc SGD","SG9999001689.USD":"施罗德亚洲成长股票","SG9999002679.SGD":"LionGlobal Singapore Balanced SGD","BK6512":"房地产股","A17U.SI":"凯德腾飞房产信托","SG9999014302.SGD":"RHB Singapore Income Fund SGD","O39.SI":"华侨银行","LU0572939691.SGD":"Janus Henderson Horizon Asian Dividend Income A2 SGD","SG9999001135.SGD":"United ASEAN Fund SGD","SG9999013486.USD":"LIONGLOBAL SINGAPORE DIVIDEND EQUITY (USD) INC A","SG9999000475.SGD":"Aberdeen Standard Singapore Equity SGD","BK6133":"工业房地产信托","BK6112":"综合性银行","LU0251143029.SGD":"Fidelity ASEAN A-SGD"},"source_url":"https://thesmartinvestor.com.sg/4-dependable-singapore-blue-chip-stocks-with-dividend-yields-of-5-5-or-higher/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2389464038","content_text":"The twin worries of high inflation and surging interest rates have cast a pall on the economic outlook.Investors are worried that businesses may start reporting lower revenue and profits as consumer sentiment takes a hit.During such troubled times, blue-chip stocks provide a haven that investors can rely on.Their long track record, coupled with a strong reputation and experience in dealing with good and bad times, allow them to sail through challenging times to emerge stronger.What’s more, most blue-chip stocks also pay out a dividend, thus providing investors with a useful stream of passive income to tide through the storm.Here are four reliable blue-chip names sporting dividend yields of 5.5% or higher.OCBC Ltd (SGX: O39)OCBC Ltd is Singapore’s second-largest bank by market capitalisation.The lender reported a strong set of earnings for the first nine months of 2023 (9M 2023).Total income for 9M 2023 climbed 24% year on year to S$10.2 billion while net profit jumped 32% year on year to S$5.4 billion.The bank’s net interest margin for the period also rose to 2.28%, up sharply from the 1.78% registered a year ago.OCBC paid out a trailing 12-month dividend of S$0.80, translating into a trailing dividend yield of 6.3%.CEO Helen Wong believes that the bank is on track for a resilient full-year performance with a net interest margin of 2.25% and a return on equity above 14%.Loan growth is expected in the mid-single-digit region and the lender will maintain its 50% dividend payout ratio when it announces its 2023 results in February 2024.Mapletree Logistics Trust (SGX: M44U)Mapletree Logistics Trust, or MLT, is an industrial REIT with a portfolio of 189 properties across eight countries with assets under management (AUM) of S$13.3 billion as of 30 September 2023.The REIT reported a commendable set of earnings for its first half of fiscal 2024 (1H FY2024) ending 30 September 2023.Gross revenue for 1H FY2024 dipped 0.7% year on year to S$368.9 million with net property income (NPI) slipping 1% year on year to S$320.1 million.However, MLT’s distribution per unit (DPU) managed to eke out a small 0.5% year on year increase to S$0.04539.The logistics REIT’s trailing 12-month DPU came in at S$0.09034, giving its units a trailing distribution yield of 5.6%.MLT’s portfolio occupancy remained robust at 96.9% and the REIT also registered a positive rental reversion of 0.2% for the quarter.The REIT had just completed or is completing a series of five divestments in Singapore, Malaysia, and Japan as part of its capital recycling efforts.1H FY2024 also saw a series of acquisitions that added eight properties to its portfolio for S$904.4 million.CapitaLand Ascendas REIT (SGX: A17U)CapitaLand Ascendas REIT, or CLAR, is the oldest industrial REIT in Singapore with a portfolio of 230 properties and an AUM of S$17 billion as of 30 June 2023.For the first half of 2023 (1H 2023), CLAR reported a 7.7% year on year improvement in gross revenue while NPI shot up 6.7% year on year to S$508.8 million.DPU, however, dipped slightly by 2% year on year to S$0.07719.CLAR’s trailing 12-month DPU stood at S$0.15644, giving its units a trailing 12-month distribution yield of 5.5%.The industrial REIT announced a robust set of operating metrics for its third quarter of 2023 (3Q 2023).Portfolio occupancy stayed high at 94.5% and the REIT also enjoyed a positive rental reversion of 10.2%.With an aggregate leverage of 37.2%, CLAR can tap on debt for yield-accretive acquisitions.The REIT also has several ongoing projects worth S$600 million involving redevelopments or convert-to-suit works to enhance the returns of the portfolio.Frasers Logistics & Commercial Trust (SGX: BUOU)Frasers Logistics & Commercial Trust, or FLCT, has 107 industrial and commercial properties within its portfolio.These properties are located in Singapore, the UK, Germany, Australia and the Netherlands with an AUM of S$6.4 billion as of 30 September 2023.For its fiscal 2023 (FY2023) ending 30 September, FLCT saw revenue fall by 6.5% year on year to S$420.8 million.NPI declined by 9% year on year to S$311.4 million because of higher utility expenses and finance costs.DPU dipped by 7.6% year on year to S$0.0704, giving FLCT’s units a trailing distribution yield of 6.4%.Despite the lower DPU, FLCT registered a healthy positive rental reversion of 18.9% for its portfolio and boasted a high occupancy rate of 96%.The REIT sports a low aggregate leverage of just 30.2% along with a cost of debt of 2.2%, giving it a debt headroom of S$2.7 billion before it hits the 50% limit.Elsewhere, FLCT also announced the acquisition of a logistics development on a freehold airport site in the Netherlands.This DPU-accretive purchase will be completed by 1 November 2024.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1286,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":156734269,"gmtCreate":1625236439051,"gmtModify":1703739162924,"author":{"id":"3558049596848718","authorId":"3558049596848718","name":"Maverickswav","avatar":"https://static.tigerbbs.com/119bb7c0b4017a61b09a104a864b61b7","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558049596848718","authorIdStr":"3558049596848718"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/PYPL\">$PayPal(PYPL)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/PYPL\">$PayPal(PYPL)$</a> laggard performance","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/PYPL\">$PayPal(PYPL)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/PYPL\">$PayPal(PYPL)$</a> laggard 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Ltd(SE)$laggard","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/129648893","isVote":1,"tweetType":1,"viewCount":709,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":357767589187656,"gmtCreate":1728355172286,"gmtModify":1728355176048,"author":{"id":"3558049596848718","authorId":"3558049596848718","name":"Maverickswav","avatar":"https://static.tigerbbs.com/119bb7c0b4017a61b09a104a864b61b7","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558049596848718","authorIdStr":"3558049596848718"},"themes":[],"htmlText":"Post too early?","listText":"Post too early?","text":"Post too early?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/357767589187656","repostId":"1143677632","repostType":2,"repost":{"id":"1143677632","kind":"news","pubTimestamp":1728354300,"share":"https://ttm.financial/m/news/1143677632?lang=&edition=full_marsco","pubTime":"2024-10-08 10:25","market":"sh","language":"en","title":"Chinese Stocks Rally on Return From Holidays as Hong Kong Slides","url":"https://stock-news.laohu8.com/highlight/detail?id=1143677632","media":"Bloomberg","summary":"Benchmark CSI 300 Index jumps as onshore markets reopenGauge of Chinese stocks in Hong Kong drops after recent rallyChinese stocks listed onshore jumped as trading resumed following a week-long holida","content":"<html><head></head><body><ul style=\"\"><li><p>CSI 300 Index climbs as much as 11% after week-long break</p></li><li><p>Gauge of Chinese stocks in Hong Kong drops after recent rally</p></li></ul><p>Chinese stocks listed onshore jumped as trading resumed following a week-long holiday, with encouraging home sales and consumption data giving fresh impetus to a rally sparked by Beijing’s stimulus blitz. Those in Hong Kong slid.</p><p style=\"text-align: start;\">The benchmark CSI 300 Index surged almost 11% in early trading before paring its advance to 6.8%. The measure had gained for nine straight sessions through Sept. 30 before heading into the Golden Week break. A gauge of Chinese shares listed in Hong Kong tumbled 6% after having rallied almost 11% in the period that onshore markets were shut.</p><p>“There is some convergence in the markets — a rotation from Hong Kong to China,” said Marvin Chen, a strategist at Bloomberg Intelligence in Hong Kong. “A-shares are primarily going to be the beneficiary of the domestic liquidity stimulus.”</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/61fb5ab475f7f1ac908a916cc6acce88\" tg-width=\"1200\" tg-height=\"675\"/></p><p style=\"text-align: start;\">Sentiment toward Chinese equities has seen a dramatic turnaround since late-September as the authorities unveiled a range of supportive measures that included interest-rate cuts, freeing-up of cash for banks and liquidity support for stocks. Wall Street heavyweights including Goldman Sachs Group Inc., HSBC Holdings Plc and BlackRock Inc. have upgraded the once-beaten down stock market amid bets of further stimulus.</p><p style=\"text-align: start;\">China’s top economic planner — the National Development and Reform Commission — began a press briefing Tuesday morning to discuss a package of policies aimed at boosting economic growth.</p><p>“The durability of this China rally will depend on action following words on the fiscal side of the equation,” said Aleksey Mironenko, global head of investment solutions at Leo Wealth in Hong Kong. “The key thing we are watching going forward — what policies will be announced in coming weeks following the Politburo and State Council statements? That will determine if our overweight is a tactical one — to be taken off as relative valuations change – or a strategic one.”</p><p>China’s government bonds extended their pre-holiday declines, with the benchmark 10-year yield rising seven basis points to 2.22%, as investors dumped haven assets to chase the stocks rally.</p><h3 id=\"id_1357798356\" style=\"text-align: start;\">Housing Market</h3><p style=\"text-align: start;\">Early signs show that Beijing’s latest steps to revive the housing market have had an immediate impact, judging from reports of brisk sales and buyer interest during the Golden Week holiday. In cities with residential projects running promotions, visits by prospective home-buyers climbed at least 50% from a year earlier, CCTV news reported, citing the Ministry of Housing and Urban-Rural Development.</p><p style=\"text-align: start;\">Separately, China’s in-store and dine-in consumption rose around 40% on Meituan’s online platform during the break, Shanghai Securities News reported, citing data from the e-commerce firm. Passenger trips on China’s railway network rose to a record high on the first day of the week-long holiday, while nationwide travel increased 3.2% on year during the first six days of the break, according to Citigroup Inc.</p><p>The CSI 300 Index is trading at 13.3 times forward earnings, slightly above its five-year historical average. The Hang Seng China Enterprises Index trades at 9.7 times estimated earnings for the next 12 months, less than half that of the S&amp;P 500, data compiled by Bloomberg show.</p><p>The world’s second-largest equity market has had multiple boom-and-bust cycles. Confronted by slowing growth and disinflationary pressures, China swung into stimulus mode in late 2014, setting off an eye-watering stock market rally that spectacularly crashed back to earth in mid 2015. Back then, the nation’s retail traders ramped up leverages and sent the Shanghai Stock Exchange Composite Index more than doubled its level from October 2014 to June 2015. Then the equity gauge plunged more than 40% in two months.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Chinese Stocks Rally on Return From Holidays as Hong Kong Slides</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\">\nChinese Stocks Rally on Return From Holidays as Hong Kong Slides\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-08 10:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2024-10-08/chinese-stocks-surge-on-return-from-holidays-as-euphoria-extends?srnd=homepage-americas><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>CSI 300 Index climbs as much as 11% after week-long breakGauge of Chinese stocks in Hong Kong drops after recent rallyChinese stocks listed onshore jumped as trading resumed following a week-long ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-10-08/chinese-stocks-surge-on-return-from-holidays-as-euphoria-extends?srnd=homepage-americas\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.bloomberg.com/news/articles/2024-10-08/chinese-stocks-surge-on-return-from-holidays-as-euphoria-extends?srnd=homepage-americas","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143677632","content_text":"CSI 300 Index climbs as much as 11% after week-long breakGauge of Chinese stocks in Hong Kong drops after recent rallyChinese stocks listed onshore jumped as trading resumed following a week-long holiday, with encouraging home sales and consumption data giving fresh impetus to a rally sparked by Beijing’s stimulus blitz. Those in Hong Kong slid.The benchmark CSI 300 Index surged almost 11% in early trading before paring its advance to 6.8%. The measure had gained for nine straight sessions through Sept. 30 before heading into the Golden Week break. A gauge of Chinese shares listed in Hong Kong tumbled 6% after having rallied almost 11% in the period that onshore markets were shut.“There is some convergence in the markets — a rotation from Hong Kong to China,” said Marvin Chen, a strategist at Bloomberg Intelligence in Hong Kong. “A-shares are primarily going to be the beneficiary of the domestic liquidity stimulus.”Sentiment toward Chinese equities has seen a dramatic turnaround since late-September as the authorities unveiled a range of supportive measures that included interest-rate cuts, freeing-up of cash for banks and liquidity support for stocks. Wall Street heavyweights including Goldman Sachs Group Inc., HSBC Holdings Plc and BlackRock Inc. have upgraded the once-beaten down stock market amid bets of further stimulus.China’s top economic planner — the National Development and Reform Commission — began a press briefing Tuesday morning to discuss a package of policies aimed at boosting economic growth.“The durability of this China rally will depend on action following words on the fiscal side of the equation,” said Aleksey Mironenko, global head of investment solutions at Leo Wealth in Hong Kong. “The key thing we are watching going forward — what policies will be announced in coming weeks following the Politburo and State Council statements? That will determine if our overweight is a tactical one — to be taken off as relative valuations change – or a strategic one.”China’s government bonds extended their pre-holiday declines, with the benchmark 10-year yield rising seven basis points to 2.22%, as investors dumped haven assets to chase the stocks rally.Housing MarketEarly signs show that Beijing’s latest steps to revive the housing market have had an immediate impact, judging from reports of brisk sales and buyer interest during the Golden Week holiday. In cities with residential projects running promotions, visits by prospective home-buyers climbed at least 50% from a year earlier, CCTV news reported, citing the Ministry of Housing and Urban-Rural Development.Separately, China’s in-store and dine-in consumption rose around 40% on Meituan’s online platform during the break, Shanghai Securities News reported, citing data from the e-commerce firm. Passenger trips on China’s railway network rose to a record high on the first day of the week-long holiday, while nationwide travel increased 3.2% on year during the first six days of the break, according to Citigroup Inc.The CSI 300 Index is trading at 13.3 times forward earnings, slightly above its five-year historical average. The Hang Seng China Enterprises Index trades at 9.7 times estimated earnings for the next 12 months, less than half that of the S&P 500, data compiled by Bloomberg show.The world’s second-largest equity market has had multiple boom-and-bust cycles. Confronted by slowing growth and disinflationary pressures, China swung into stimulus mode in late 2014, setting off an eye-watering stock market rally that spectacularly crashed back to earth in mid 2015. Back then, the nation’s retail traders ramped up leverages and sent the Shanghai Stock Exchange Composite Index more than doubled its level from October 2014 to June 2015. Then the equity gauge plunged more than 40% in two months.","news_type":1},"isVote":1,"tweetType":1,"viewCount":881,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":333020490219624,"gmtCreate":1722331871761,"gmtModify":1722331875715,"author":{"id":"3558049596848718","authorId":"3558049596848718","name":"Maverickswav","avatar":"https://static.tigerbbs.com/119bb7c0b4017a61b09a104a864b61b7","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558049596848718","authorIdStr":"3558049596848718"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a> Stay down longer. Overbought with a beautiful double top.&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a> Stay down longer. Overbought with a beautiful double top.&nbsp;","text":"$NVIDIA Corp(NVDA)$ Stay down longer. Overbought with a beautiful double top.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/333020490219624","isVote":1,"tweetType":1,"viewCount":1052,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":271981495247056,"gmtCreate":1707439495629,"gmtModify":1707440466398,"author":{"id":"3558049596848718","authorId":"3558049596848718","name":"Maverickswav","avatar":"https://static.tigerbbs.com/119bb7c0b4017a61b09a104a864b61b7","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558049596848718","authorIdStr":"3558049596848718"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BILL\">$BILL HOLDINGS INC(BILL)$&nbsp;</a>Looking at $NET, this is junk stock","listText":"<a href=\"https://laohu8.com/S/BILL\">$BILL HOLDINGS INC(BILL)$&nbsp;</a>Looking at $NET, this is junk stock","text":"$BILL HOLDINGS INC(BILL)$ Looking at $NET, this is junk stock","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/271981495247056","isVote":1,"tweetType":1,"viewCount":1069,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9995011297,"gmtCreate":1661385591520,"gmtModify":1676536507729,"author":{"id":"3558049596848718","authorId":"3558049596848718","name":"Maverickswav","avatar":"https://static.tigerbbs.com/119bb7c0b4017a61b09a104a864b61b7","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558049596848718","authorIdStr":"3558049596848718"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a><v-v data-views=\"0\"></v-v>Dead stock","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a><v-v data-views=\"0\"></v-v>Dead stock","text":"$NVIDIA Corp(NVDA)$Dead stock","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9995011297","isVote":1,"tweetType":1,"viewCount":384,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}