ICEsh00ter personal page - To The Moon

ICEsh00ter

ICEsh00ter

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10-19

$Palantir Technologies Inc.(PLTR)$ 🐄🐃🐂🐮🦬🌚🚀

10-12

$Palantir Technologies Inc.(PLTR)$ 🐄🐃🐂🐮🦬🌚🚀

10-05

$NVIDIA(NVDA)$ 🐄🐃🐂🐮🦬🚀🌚

09-28

$NVIDIA(NVDA)$ 🐄🐃🐂🐮🦬🚀🌚

09-21

$NVIDIA(NVDA)$ 🐄🐃🐂🐮🦬🚀🌚

09-14

$NVIDIA(NVDA)$ 🐄🐃🐂🐮🦬🚀🌚

09-07

$NVIDIA(NVDA)$ 🐄🐃🐂🐮🦬🚀🌚

09-04

$NVIDIA(NVDA)$ 🐄🐃🐂🐮🦬🚀🌚

08-24

hopeless company

Alibaba's Massive Share Placement Sparks Market Turmoil: Strategic AI Bet or Shareholder Dilution?

08-24

$NVIDIA(NVDA)$ 🐄🐃🐂🐮🦬🚀🌚

08-18

crazy old man

Trump Threatens Oman with Bombing If It Obstructs US

08-17

$NVIDIA(NVDA)$ 🐄🐃🐂🐮🦬🚀🌚

08-12

adamant! kenapa in melayu?

CICT DPU 1H26 Naik 7,1% Jadi 6,02 Sen; Revenue Naik 7,5% Jadi S$ 846,75 Juta

08-10

$NVIDIA(NVDA)$ 🐄🐃🐂🐮🦬🚀🌚

08-04

$NVIDIA(NVDA)$ 🐄🐃🐂🐮🦬🚀🌚

08-03

$NVIDIA(NVDA)$ 🐄🐃🐂🐮🦬

07-27

$NVIDIA(NVDA)$ 🐄🐃🐂🐮🦬

07-21

just buy any dip. still no challenger to nvidia at the moment or in the near future.

Nvidia Profit Illusion Exposed; $13.4B Paper Gains Mask Core Semiconductor Valuation Of 60 Times Earnings

07-21

they should hv anticipated and made changes long long time ago. whatever delay Saudi says is bs to stimulate oil prices.

Houthi Red Sea Blockade Would Lift Oil Prices, but Workarounds Could Limit Impact

07-20

$NVIDIA(NVDA)$ 🐄🐂🦬🐮🚀🌚

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company","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/600052371726952","repostId":"1113524950","repostType":2,"repost":{"id":"1113524950","kind":"news","weMediaInfo":{"introduction":"Global Stock Market Deep Analysis","home_visible":1,"media_name":"Deep News","id":"1039043262","head_image":"https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922"},"pubTimestamp":1787536921,"share":"https://ttm.financial/m/news/1113524950?lang=en_US&edition=fundamental","pubTime":"2026-08-24 10:02","market":"fut","language":"en","title":"Alibaba's Massive Share Placement Sparks Market Turmoil: Strategic AI Bet or Shareholder Dilution?","url":"https://stock-news.laohu8.com/highlight/detail?id=1113524950","media":"Deep News","summary":"A single placement announcement sent shockwaves through Hong Kong's tech sector on Tuesday morning. Alibaba unveiled a massive HK$80 billion new share placement priced at HK$112.7 per share,...","content":"<p>A single placement announcement sent shockwaves through Hong Kong's tech sector on Tuesday morning. <b>Alibaba</b> unveiled a massive HK$80 billion new share placement priced at HK$112.7 per share, representing an 8.3% discount to the previous closing price and resulting in approximately 3.8% dilution of existing shares. US-listed shares of <b>Alibaba</b> plunged more than 8% overnight, with Hong Kong-listed shares following suit and dragging down other Chinese tech names.<br><br>The contradiction that most baffles retail investors is glaring: the company's financial reports show hundreds of billions of dollars in cash reserves, yet management still chose to raise fresh capital through a secondary offering. Accusations of \"harvesting retail investors\" and \"bleeding the secondary market\" quickly flooded social media platforms. Many investors are left wondering: why would a cash-rich giant still come to the equity market for money? Is this a long-term strategic move, or blatant disregard for existing shareholders?<br><br><b>Why Choose Placement Despite Abundant Cash?</b><br><br>The simplistic interpretation is that if the company has cash on hand, it should simply deploy those funds into AI development rather than diluting existing shareholders. However, corporate-level logic runs far deeper than what retail investors typically perceive.<br><br>First, cash represents a company's safety buffer and cannot be depleted in one go. <b>Alibaba's</b> cash reserves must support its e-commerce battles, cash-burning local services operations, and cyclical industry fluctuations. AI computing power represents heavy-asset investment with rapid GPU hardware iteration and high depreciation rates, constituting ongoing substantial capital expenditures. If management poured all available cash into this venture, the company's resilience during any industry downturn would be severely compromised. Management chose instead to preserve the core cash cushion while using equity financing to fund long-term commitments.<br><br>Second, compared with debt financing, equity funding carries no principal repayment or interest payment obligations. With overseas dollar interest rates at elevated levels, large-scale bond issuance would saddle the company with massive annual interest expenses. The return cycle for AI investment remains uncertain, and if near-term output disappoints, debt would become an oppressive burden. Equity financing requires no repayment at maturity, making it better suited for AI's long-cycle, capital-intensive nature.<br><br>Third, the proceeds are entirely earmarked for AI infrastructure, not for debt repayment or subsidizing loss-making businesses. The announcement clearly states that all HK$80 billion will fund large language models and computing infrastructure, not to plug e-commerce losses. AI has become a must-win battleground for internet giants, and in the computing power arms race, any company that lags behind risks being left in the dust by the times.<br><br>However, rationality does not equate to shareholder friendliness. Placing new shares at a discount to institutions gives them lower entry prices than retail investors, diluting existing shareholders' equity and passively reducing earnings per share. The near-term damage to shareholder interests is an objective reality, which explains why the stock price voted so decisively through a sharp decline.<br><br><b>Not Simple Harvesting, But Two Real Damages Retail Investors Must Understand</b><br><br>Objectively speaking, this does not constitute traditional malicious \"harvesting.\" The funds are not flowing into major shareholders' pockets but entirely into industrial investment, with institutions genuinely participating in subscription at their own expense, reportedly with oversubscription. Nevertheless, two concrete damages to ordinary secondary market investors are unmistakable.<br><br>Equity dilution reduces per-share returns. Share capital expansion dilutes existing shareholders' dividends and earnings per share. If AI fails to generate sufficient profits in the future, secondary market investors will bear that loss. The discounted placement price also creates psychological pressure on the stock. The placement price serves as a psychological anchor in the market, making it difficult for the stock to rapidly escape that price level in the short term, with significant overhead resistance. This simultaneously dampens sentiment across the entire Hong Kong tech sector.<br><br>Herein lies the core contradiction: the company's long-term strategy collides with secondary market investors' short-term interests. From the company's perspective, it is betting on the future; from shareholders' perspective, their current stake is being diminished. This fundamental divergence fuels the massive market disagreement.<br><br><b>What Lies Ahead: Two Scenarios Determine the Outcome of This Placement</b><br><br>Whether this placement ultimately proves bullish or bearish depends not on the announcement itself but on whether the AI business can deliver tangible results.<br><br>In an optimistic scenario, the HK$80 billion investment translates into computing power advantages, <b>Alibaba</b> Cloud's AI business accelerates with robust growth, and revenue and profits expand substantially. If the returns generated by new investment cover the dilution losses, and the stock price eventually absorbs the short-term negative news, this placement would be deemed a successful strategic move. In a pessimistic scenario, AI investment continues burning cash without commercialization meeting expectations, and output fails to keep pace with capital expenditure. If massive investment yields no visible returns, the negative impact of dilution will continue fermenting, keeping the stock under prolonged pressure. This represents the greatest risk today: AI's narrative is grand, but its realization cycle is long and fraught with uncertainty.<br><br><b>Key Takeaways for Hong Kong Investors</b><br><br>Do not simply label events as good or bad. A placement does not automatically equate to harvesting, nor does it automatically constitute a positive catalyst. The key is to examine where the money is going and whether it can generate returns in the future. If proceeds fund core business development, it represents strategic investment; if they plug holes in the balance sheet, that is genuine bleeding. Large companies will sacrifice short-term secondary market interests to secure long-term development. Institutions can hold positions for three to five years while betting on AI delivery, but the vast majority of retail investors hold for much shorter periods. Recognizing this time gap between yourself and institutional players is essential. The Hong Kong market is extremely sensitive to share issuances and placements, and discounted placements naturally trigger emotional shocks. When encountering such events, do not blindly buy the dip. Wait for market sentiment to fully digest the news before reassessing value.<br><br><b>Final Thoughts</b><br><br>This placement represents a high-stakes gamble by an internet giant confronting the AI era. Choosing to issue new shares despite holding substantial cash does not mean the company is struggling to survive; rather, competitive pressure from the era compels it to raise its bet. Capital markets are brutally realistic: strategic visions may be compelling, but the price is often paid first by secondary market investors. Whether the AI story can materialize remains the ultimate test of everything.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba's Massive Share Placement Sparks Market Turmoil: Strategic AI Bet or Shareholder Dilution?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba's Massive Share Placement Sparks Market Turmoil: Strategic AI Bet or Shareholder Dilution?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1039043262\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Deep News </p>\n<p class=\"h-time\">2026-08-24 10:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>A single placement announcement sent shockwaves through Hong Kong's tech sector on Tuesday morning. <b>Alibaba</b> unveiled a massive HK$80 billion new share placement priced at HK$112.7 per share, representing an 8.3% discount to the previous closing price and resulting in approximately 3.8% dilution of existing shares. US-listed shares of <b>Alibaba</b> plunged more than 8% overnight, with Hong Kong-listed shares following suit and dragging down other Chinese tech names.<br><br>The contradiction that most baffles retail investors is glaring: the company's financial reports show hundreds of billions of dollars in cash reserves, yet management still chose to raise fresh capital through a secondary offering. Accusations of \"harvesting retail investors\" and \"bleeding the secondary market\" quickly flooded social media platforms. Many investors are left wondering: why would a cash-rich giant still come to the equity market for money? Is this a long-term strategic move, or blatant disregard for existing shareholders?<br><br><b>Why Choose Placement Despite Abundant Cash?</b><br><br>The simplistic interpretation is that if the company has cash on hand, it should simply deploy those funds into AI development rather than diluting existing shareholders. However, corporate-level logic runs far deeper than what retail investors typically perceive.<br><br>First, cash represents a company's safety buffer and cannot be depleted in one go. <b>Alibaba's</b> cash reserves must support its e-commerce battles, cash-burning local services operations, and cyclical industry fluctuations. AI computing power represents heavy-asset investment with rapid GPU hardware iteration and high depreciation rates, constituting ongoing substantial capital expenditures. If management poured all available cash into this venture, the company's resilience during any industry downturn would be severely compromised. Management chose instead to preserve the core cash cushion while using equity financing to fund long-term commitments.<br><br>Second, compared with debt financing, equity funding carries no principal repayment or interest payment obligations. With overseas dollar interest rates at elevated levels, large-scale bond issuance would saddle the company with massive annual interest expenses. The return cycle for AI investment remains uncertain, and if near-term output disappoints, debt would become an oppressive burden. Equity financing requires no repayment at maturity, making it better suited for AI's long-cycle, capital-intensive nature.<br><br>Third, the proceeds are entirely earmarked for AI infrastructure, not for debt repayment or subsidizing loss-making businesses. The announcement clearly states that all HK$80 billion will fund large language models and computing infrastructure, not to plug e-commerce losses. AI has become a must-win battleground for internet giants, and in the computing power arms race, any company that lags behind risks being left in the dust by the times.<br><br>However, rationality does not equate to shareholder friendliness. Placing new shares at a discount to institutions gives them lower entry prices than retail investors, diluting existing shareholders' equity and passively reducing earnings per share. The near-term damage to shareholder interests is an objective reality, which explains why the stock price voted so decisively through a sharp decline.<br><br><b>Not Simple Harvesting, But Two Real Damages Retail Investors Must Understand</b><br><br>Objectively speaking, this does not constitute traditional malicious \"harvesting.\" The funds are not flowing into major shareholders' pockets but entirely into industrial investment, with institutions genuinely participating in subscription at their own expense, reportedly with oversubscription. Nevertheless, two concrete damages to ordinary secondary market investors are unmistakable.<br><br>Equity dilution reduces per-share returns. Share capital expansion dilutes existing shareholders' dividends and earnings per share. If AI fails to generate sufficient profits in the future, secondary market investors will bear that loss. The discounted placement price also creates psychological pressure on the stock. The placement price serves as a psychological anchor in the market, making it difficult for the stock to rapidly escape that price level in the short term, with significant overhead resistance. This simultaneously dampens sentiment across the entire Hong Kong tech sector.<br><br>Herein lies the core contradiction: the company's long-term strategy collides with secondary market investors' short-term interests. From the company's perspective, it is betting on the future; from shareholders' perspective, their current stake is being diminished. This fundamental divergence fuels the massive market disagreement.<br><br><b>What Lies Ahead: Two Scenarios Determine the Outcome of This Placement</b><br><br>Whether this placement ultimately proves bullish or bearish depends not on the announcement itself but on whether the AI business can deliver tangible results.<br><br>In an optimistic scenario, the HK$80 billion investment translates into computing power advantages, <b>Alibaba</b> Cloud's AI business accelerates with robust growth, and revenue and profits expand substantially. If the returns generated by new investment cover the dilution losses, and the stock price eventually absorbs the short-term negative news, this placement would be deemed a successful strategic move. In a pessimistic scenario, AI investment continues burning cash without commercialization meeting expectations, and output fails to keep pace with capital expenditure. If massive investment yields no visible returns, the negative impact of dilution will continue fermenting, keeping the stock under prolonged pressure. This represents the greatest risk today: AI's narrative is grand, but its realization cycle is long and fraught with uncertainty.<br><br><b>Key Takeaways for Hong Kong Investors</b><br><br>Do not simply label events as good or bad. A placement does not automatically equate to harvesting, nor does it automatically constitute a positive catalyst. The key is to examine where the money is going and whether it can generate returns in the future. If proceeds fund core business development, it represents strategic investment; if they plug holes in the balance sheet, that is genuine bleeding. Large companies will sacrifice short-term secondary market interests to secure long-term development. Institutions can hold positions for three to five years while betting on AI delivery, but the vast majority of retail investors hold for much shorter periods. Recognizing this time gap between yourself and institutional players is essential. The Hong Kong market is extremely sensitive to share issuances and placements, and discounted placements naturally trigger emotional shocks. When encountering such events, do not blindly buy the dip. Wait for market sentiment to fully digest the news before reassessing value.<br><br><b>Final Thoughts</b><br><br>This placement represents a high-stakes gamble by an internet giant confronting the AI era. Choosing to issue new shares despite holding substantial cash does not mean the company is struggling to survive; rather, competitive pressure from the era compels it to raise its bet. Capital markets are brutally realistic: strategic visions may be compelling, but the price is often paid first by secondary market investors. Whether the AI story can materialize remains the ultimate test of everything.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"89988":"阿里巴巴-WR","LU0326950275.SGD":"Schroder ISF China Opportunities A Acc SGD-H","LU0572939691.SGD":"Janus Henderson Horizon Asian Dividend Income A2 SGD","LU0516423091.SGD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (SGD) ACC","LU0370786039.SGD":"Fidelity Greater China A-SGD","LU0762542818.HKD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED INCOME \"AM\" (HKD) INC","LU1813983027.USD":"MANULIFE GF DRAGON GROWTH \"AA\" (USD) INC","LU0862451837.USD":"JPM EMERGING MARKETS DIVIDEND \"A\" (USD) INC (M)","LU0469268626.HKD":"AB FCP I-ASIA EX JAPAN EQUITY PTF(AD","LU0651946864.USD":"贝莱德新兴市场股票收益A2","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU1051768304.USD":"贝莱德新兴市场股票收益A6","LU0577902371.SGD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (SGD) ACC","SG9999014674.SGD":"Nikko AM All China Equity A SGD","LU0918141705.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AM\" (HKD) INC","LU1515016050.SGD":"Blackrock Emerging Markets Equity Income A6 SGD-H","LU1303224171.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) INC","LU0650527681.SGD":"Fidelity China Consumer A-SGD","LU2097828557.USD":"AZ EQUITY CHINA \"A\" (USD) ACC","LU2097828631.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC","LU0384037296.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AT\" (USD) ACC","LU1568876335.HKD":"ALLIANZ CHINA MULTI INCOME PLUS \"AMG\" (HKD) INC","LU1251922891.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) ACC","LU0173614495.USD":"富达中国焦点A","CXSE":"WisdomTree China ex-State-Owned Enterprises Fund","LU0823040885.USD":"东方汇理新兴市场焦点股票基金","LU2097828714.EUR":"AZ EQUITY CHINA \"BAZ\" (EUR) ACC","LU1568876251.USD":"ALLIANZ CHINA MULTI INCOME PLUS \"AMG\" (USD) INC","LU2097828805.USD":"AZ EQUITY CHINA \"A-AZ\" (USD) ACC","LU0251144936.SGD":"Fidelity Sustainable Asia Equity A-SGD","LU2097828474.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC A","LU0463099449.HKD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) ACC","LU2242644610.SGD":"Fidelity China Innovation A-ACC-SGD","LU0577902538.SGD":"Fullerton Lux Funds - 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Alibaba unveiled a massive HK$80 billion new share placement priced at HK$112.7 per share, representing an 8.3% discount to the previous closing price and resulting in approximately 3.8% dilution of existing shares. US-listed shares of Alibaba plunged more than 8% overnight, with Hong Kong-listed shares following suit and dragging down other Chinese tech names.The contradiction that most baffles retail investors is glaring: the company's financial reports show hundreds of billions of dollars in cash reserves, yet management still chose to raise fresh capital through a secondary offering. Accusations of \"harvesting retail investors\" and \"bleeding the secondary market\" quickly flooded social media platforms. Many investors are left wondering: why would a cash-rich giant still come to the equity market for money? Is this a long-term strategic move, or blatant disregard for existing shareholders?Why Choose Placement Despite Abundant Cash?The simplistic interpretation is that if the company has cash on hand, it should simply deploy those funds into AI development rather than diluting existing shareholders. However, corporate-level logic runs far deeper than what retail investors typically perceive.First, cash represents a company's safety buffer and cannot be depleted in one go. Alibaba's cash reserves must support its e-commerce battles, cash-burning local services operations, and cyclical industry fluctuations. AI computing power represents heavy-asset investment with rapid GPU hardware iteration and high depreciation rates, constituting ongoing substantial capital expenditures. If management poured all available cash into this venture, the company's resilience during any industry downturn would be severely compromised. Management chose instead to preserve the core cash cushion while using equity financing to fund long-term commitments.Second, compared with debt financing, equity funding carries no principal repayment or interest payment obligations. With overseas dollar interest rates at elevated levels, large-scale bond issuance would saddle the company with massive annual interest expenses. The return cycle for AI investment remains uncertain, and if near-term output disappoints, debt would become an oppressive burden. Equity financing requires no repayment at maturity, making it better suited for AI's long-cycle, capital-intensive nature.Third, the proceeds are entirely earmarked for AI infrastructure, not for debt repayment or subsidizing loss-making businesses. The announcement clearly states that all HK$80 billion will fund large language models and computing infrastructure, not to plug e-commerce losses. AI has become a must-win battleground for internet giants, and in the computing power arms race, any company that lags behind risks being left in the dust by the times.However, rationality does not equate to shareholder friendliness. Placing new shares at a discount to institutions gives them lower entry prices than retail investors, diluting existing shareholders' equity and passively reducing earnings per share. The near-term damage to shareholder interests is an objective reality, which explains why the stock price voted so decisively through a sharp decline.Not Simple Harvesting, But Two Real Damages Retail Investors Must UnderstandObjectively speaking, this does not constitute traditional malicious \"harvesting.\" The funds are not flowing into major shareholders' pockets but entirely into industrial investment, with institutions genuinely participating in subscription at their own expense, reportedly with oversubscription. Nevertheless, two concrete damages to ordinary secondary market investors are unmistakable.Equity dilution reduces per-share returns. Share capital expansion dilutes existing shareholders' dividends and earnings per share. If AI fails to generate sufficient profits in the future, secondary market investors will bear that loss. The discounted placement price also creates psychological pressure on the stock. The placement price serves as a psychological anchor in the market, making it difficult for the stock to rapidly escape that price level in the short term, with significant overhead resistance. This simultaneously dampens sentiment across the entire Hong Kong tech sector.Herein lies the core contradiction: the company's long-term strategy collides with secondary market investors' short-term interests. From the company's perspective, it is betting on the future; from shareholders' perspective, their current stake is being diminished. This fundamental divergence fuels the massive market disagreement.What Lies Ahead: Two Scenarios Determine the Outcome of This PlacementWhether this placement ultimately proves bullish or bearish depends not on the announcement itself but on whether the AI business can deliver tangible results.In an optimistic scenario, the HK$80 billion investment translates into computing power advantages, Alibaba Cloud's AI business accelerates with robust growth, and revenue and profits expand substantially. If the returns generated by new investment cover the dilution losses, and the stock price eventually absorbs the short-term negative news, this placement would be deemed a successful strategic move. In a pessimistic scenario, AI investment continues burning cash without commercialization meeting expectations, and output fails to keep pace with capital expenditure. If massive investment yields no visible returns, the negative impact of dilution will continue fermenting, keeping the stock under prolonged pressure. This represents the greatest risk today: AI's narrative is grand, but its realization cycle is long and fraught with uncertainty.Key Takeaways for Hong Kong InvestorsDo not simply label events as good or bad. A placement does not automatically equate to harvesting, nor does it automatically constitute a positive catalyst. The key is to examine where the money is going and whether it can generate returns in the future. If proceeds fund core business development, it represents strategic investment; if they plug holes in the balance sheet, that is genuine bleeding. Large companies will sacrifice short-term secondary market interests to secure long-term development. Institutions can hold positions for three to five years while betting on AI delivery, but the vast majority of retail investors hold for much shorter periods. Recognizing this time gap between yourself and institutional players is essential. The Hong Kong market is extremely sensitive to share issuances and placements, and discounted placements naturally trigger emotional shocks. When encountering such events, do not blindly buy the dip. Wait for market sentiment to fully digest the news before reassessing value.Final ThoughtsThis placement represents a high-stakes gamble by an internet giant confronting the AI era. Choosing to issue new shares despite holding substantial cash does not mean the company is struggling to survive; rather, competitive pressure from the era compels it to raise its bet. Capital markets are brutally realistic: strategic visions may be compelling, but the price is often paid first by secondary market investors. Whether the AI story can materialize remains the ultimate test of everything.","news_type":1,"symbols_score_info":{"89988":1,"ALBmain":1,"KWEB":1,"09988":1,"FDNI":1,"BABA":1,"CXSE":1,"LDEM":1,"BKF":1,"HBBD.SI":1}},"isVote":1,"tweetType":1,"viewCount":1378,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":599985723920800,"gmtCreate":1787522612153,"gmtModify":1787522615466,"author":{"id":"3568262728204718","authorId":"3568262728204718","name":"ICEsh00ter","avatar":"https://static.tigerbbs.com/e8d9d76c266e1d33abd00a525a8a445c","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568262728204718","authorIdStr":"3568262728204718"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$ </a> 🐄🐃🐂🐮🦬🚀🌚","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$ </a> 🐄🐃🐂🐮🦬🚀🌚","text":"$NVIDIA(NVDA)$ 🐄🐃🐂🐮🦬🚀🌚","images":[{"img":"https://community-static.tradeup.com/news/faaa0fd06ad507f71ccbba4621319592","width":"894","height":"1391"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/599985723920800","isVote":1,"tweetType":1,"viewCount":1335,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":597923276140920,"gmtCreate":1787004135806,"gmtModify":1787013394731,"author":{"id":"3568262728204718","authorId":"3568262728204718","name":"ICEsh00ter","avatar":"https://static.tigerbbs.com/e8d9d76c266e1d33abd00a525a8a445c","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568262728204718","authorIdStr":"3568262728204718"},"themes":[],"title":"","htmlText":"crazy old man&nbsp;","listText":"crazy old man&nbsp;","text":"crazy old man","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/597923276140920","repostId":"1113487247","repostType":4,"repost":{"id":"1113487247","kind":"news","weMediaInfo":{"introduction":"The most recognized names in North America, Europe and Asia rely on MT Newswires to power their applications. 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He warned the United States would...","content":"<html><head></head><body><p style=\"text-align: left;\">Fox News reported Trump said he is &#34;not in a hurry&#34; on Iran and claimed there are secret communication channels with Iran&#39;s Islamic Revolutionary Guard Corps (IRGC). </p><p style=\"text-align: left;\">He warned the United States would bomb Oman if it interferes with US operations. He also said he may support a candidate in Israel&#39;s election.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Trump Threatens Oman with Bombing If It Obstructs US</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\">\nTrump Threatens Oman with Bombing If It Obstructs US\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092851196\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">MT Newswires Live </p>\n<p class=\"h-time\">2026-08-17 19:26</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">Fox News reported Trump said he is &#34;not in a hurry&#34; on Iran and claimed there are secret communication channels with Iran&#39;s Islamic Revolutionary Guard Corps (IRGC). </p><p style=\"text-align: left;\">He warned the United States would bomb Oman if it interferes with US operations. He also said he may support a candidate in Israel&#39;s election.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113487247","content_text":"Fox News reported Trump said he is \"not in a hurry\" on Iran and claimed there are secret communication channels with Iran's Islamic Revolutionary Guard Corps (IRGC). He warned the United States would bomb Oman if it interferes with US operations. He also said he may support a candidate in Israel's election.","news_type":1,"symbols_score_info":{"CLmain":2,"BZmain":2}},"isVote":1,"tweetType":1,"viewCount":1915,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":597568892461160,"gmtCreate":1786917622099,"gmtModify":1786917625393,"author":{"id":"3568262728204718","authorId":"3568262728204718","name":"ICEsh00ter","avatar":"https://static.tigerbbs.com/e8d9d76c266e1d33abd00a525a8a445c","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568262728204718","authorIdStr":"3568262728204718"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$ </a> 🐄🐃🐂🐮🦬🚀🌚","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$ </a> 🐄🐃🐂🐮🦬🚀🌚","text":"$NVIDIA(NVDA)$ 🐄🐃🐂🐮🦬🚀🌚","images":[{"img":"https://community-static.tradeup.com/news/8645628571c3a3da0db59ef0b412be6a","width":"894","height":"1391"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/597568892461160","isVote":1,"tweetType":1,"viewCount":1709,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":595820299465048,"gmtCreate":1786490608988,"gmtModify":1786490611729,"author":{"id":"3568262728204718","authorId":"3568262728204718","name":"ICEsh00ter","avatar":"https://static.tigerbbs.com/e8d9d76c266e1d33abd00a525a8a445c","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568262728204718","authorIdStr":"3568262728204718"},"themes":[],"title":"","htmlText":"adamant! kenapa in melayu?","listText":"adamant! kenapa in melayu?","text":"adamant! kenapa in melayu?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/595820299465048","repostId":"2658294189","repostType":2,"repost":{"id":"2658294189","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1786489295,"share":"https://ttm.financial/m/news/2658294189?lang=en_US&edition=fundamental","pubTime":"2026-08-12 07:01","market":"nz","language":"en","title":"CICT DPU 1H26 Naik 7,1% Jadi 6,02 Sen; Revenue Naik 7,5% Jadi S$ 846,75 Juta","url":"https://stock-news.laohu8.com/highlight/detail?id=2658294189","media":"Reuters","summary":"CICT DPU 1H26 naik 7,1% jadi 6,02 sen; revenue naik 7,5% jadi S$ 846,75 jutaCapitaLand Integrated Commercial Trust membukukan DPU 1H 2026 naik 7,1% menjadi 6,02 sen, termasuk distribusi dimuka 3,98 se","content":"<html xmlns=\"http://www.w3.org/1999/xhtml\" xmlns:newsg2=\"http://iptc.org/std/nar/2006-10-01/\" xmlns:xhtml=\"http://www.w3.org/1999/xhtml\"><head><title>\n      CICT DPU 1H26 naik 7,1% jadi 6,02 sen; revenue naik 7,5% jadi S$ 846,75 juta\n    </title></head><body><div xmlns:xsd=\"http://www.w3.org/2001/XMLSchema\" xmlns:xsi=\"http://www.w3.org/2001/XMLSchema-instance\">\n<ul>\n<li>\n          <a href=\"https://laohu8.com/S/C38U.SI\">CapitaLand Integrated Commercial Trust</a> membukukan DPU 1H 2026 naik 7,1% menjadi 6,02 sen, termasuk distribusi dimuka 3,98 sen.\n        </li>\n<li>\n          Pendapatan naik 7,5% menjadi S$ 846,75 juta, NPI meningkat 8,7% menjadi S$ 630,49 juta.\n        </li>\n<li>\n          Pendapatan yang dapat didistribusikan naik 13,3% menjadi S$ 466,67 juta, meski basis unit membesar usai private placement April 2026.\n        </li>\n<li>\n          Okupansi portofolio 95,6%; reversion sewa positif 4% ritel, 6,5% perkantoran.\n        </li>\n<li>\n          Manajemen menyoroti kontribusi CapitaSpring, mulai berjalannya sewa Gallileo, serta akuisisi Paragon sebagai pendorong pertumbuhan berikutnya.\n        </li>\n</ul>\n<br/>\n<br/>\n</div><div xmlns:xsd=\"http://www.w3.org/2001/XMLSchema\" xmlns:xsi=\"http://www.w3.org/2001/XMLSchema-instance\">\n<p>\n<i>Disclaimer: <span>This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. CapitaLand Integrated Commercial Trust published the original content used to generate this news brief via <a href=\"https://laohu8.com/S/SPXCF\">Singapore Exchange</a> Limited (SGX) (Ref. ID: LIXLFILX9R2NT3Y5) on August 11, 2026, and is solely responsible for the information contained therein.</span></i>\n</p>\n</div></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>CICT DPU 1H26 Naik 7,1% Jadi 6,02 Sen; Revenue Naik 7,5% Jadi S$ 846,75 Juta</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\">\nCICT DPU 1H26 Naik 7,1% Jadi 6,02 Sen; Revenue Naik 7,5% Jadi S$ 846,75 Juta\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2026-08-12 07:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html xmlns=\"http://www.w3.org/1999/xhtml\" xmlns:newsg2=\"http://iptc.org/std/nar/2006-10-01/\" xmlns:xhtml=\"http://www.w3.org/1999/xhtml\"><head><title>\n      CICT DPU 1H26 naik 7,1% jadi 6,02 sen; revenue naik 7,5% jadi S$ 846,75 juta\n    </title></head><body><div xmlns:xsd=\"http://www.w3.org/2001/XMLSchema\" xmlns:xsi=\"http://www.w3.org/2001/XMLSchema-instance\">\n<ul>\n<li>\n          <a href=\"https://laohu8.com/S/C38U.SI\">CapitaLand Integrated Commercial Trust</a> membukukan DPU 1H 2026 naik 7,1% menjadi 6,02 sen, termasuk distribusi dimuka 3,98 sen.\n        </li>\n<li>\n          Pendapatan naik 7,5% menjadi S$ 846,75 juta, NPI meningkat 8,7% menjadi S$ 630,49 juta.\n        </li>\n<li>\n          Pendapatan yang dapat didistribusikan naik 13,3% menjadi S$ 466,67 juta, meski basis unit membesar usai private placement April 2026.\n        </li>\n<li>\n          Okupansi portofolio 95,6%; reversion sewa positif 4% ritel, 6,5% perkantoran.\n        </li>\n<li>\n          Manajemen menyoroti kontribusi CapitaSpring, mulai berjalannya sewa Gallileo, serta akuisisi Paragon sebagai pendorong pertumbuhan berikutnya.\n        </li>\n</ul>\n<br/>\n<br/>\n</div><div xmlns:xsd=\"http://www.w3.org/2001/XMLSchema\" xmlns:xsi=\"http://www.w3.org/2001/XMLSchema-instance\">\n<p>\n<i>Disclaimer: <span>This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. CapitaLand Integrated Commercial Trust published the original content used to generate this news brief via <a href=\"https://laohu8.com/S/SPXCF\">Singapore Exchange</a> Limited (SGX) (Ref. ID: LIXLFILX9R2NT3Y5) on August 11, 2026, and is solely responsible for the information contained therein.</span></i>\n</p>\n</div></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK6011":"零售业房地产投资信托","BK6512":"房地产股","BK6072":"多样化房地产投资信托v","C38U.SI":"凯德商用新加坡信托","BK6137":"零售房地产信托"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260811:nNDL3mZR1C:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2658294189","content_text":"CICT DPU 1H26 naik 7,1% jadi 6,02 sen; revenue naik 7,5% jadi S$ 846,75 juta\n    \n\n\nCapitaLand Integrated Commercial Trust membukukan DPU 1H 2026 naik 7,1% menjadi 6,02 sen, termasuk distribusi dimuka 3,98 sen.\n        \n\n          Pendapatan naik 7,5% menjadi S$ 846,75 juta, NPI meningkat 8,7% menjadi S$ 630,49 juta.\n        \n\n          Pendapatan yang dapat didistribusikan naik 13,3% menjadi S$ 466,67 juta, meski basis unit membesar usai private placement April 2026.\n        \n\n          Okupansi portofolio 95,6%; reversion sewa positif 4% ritel, 6,5% perkantoran.\n        \n\n          Manajemen menyoroti kontribusi CapitaSpring, mulai berjalannya sewa Gallileo, serta akuisisi Paragon sebagai pendorong pertumbuhan berikutnya.\n        \n\n\n\n\n\nDisclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. CapitaLand Integrated Commercial Trust published the original content used to generate this news brief via Singapore Exchange Limited (SGX) (Ref. ID: LIXLFILX9R2NT3Y5) on August 11, 2026, and is solely responsible for the information contained therein.","news_type":1,"symbols_score_info":{"C38U.SI":1.97}},"isVote":1,"tweetType":1,"viewCount":2193,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":595110048699608,"gmtCreate":1786317227804,"gmtModify":1786317230914,"author":{"id":"3568262728204718","authorId":"3568262728204718","name":"ICEsh00ter","avatar":"https://static.tigerbbs.com/e8d9d76c266e1d33abd00a525a8a445c","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568262728204718","authorIdStr":"3568262728204718"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$ </a> 🐄🐃🐂🐮🦬🚀🌚","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$ </a> 🐄🐃🐂🐮🦬🚀🌚","text":"$NVIDIA(NVDA)$ 🐄🐃🐂🐮🦬🚀🌚","images":[{"img":"https://community-static.tradeup.com/news/a02fc2f9ff07313dcf6e3dc39e297524","width":"894","height":"1391"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/595110048699608","isVote":1,"tweetType":1,"viewCount":1414,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":592979265982832,"gmtCreate":1785794904727,"gmtModify":1785794908120,"author":{"id":"3568262728204718","authorId":"3568262728204718","name":"ICEsh00ter","avatar":"https://static.tigerbbs.com/e8d9d76c266e1d33abd00a525a8a445c","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568262728204718","authorIdStr":"3568262728204718"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$ </a> 🐄🐃🐂🐮🦬🚀🌚","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$ </a> 🐄🐃🐂🐮🦬🚀🌚","text":"$NVIDIA(NVDA)$ 🐄🐃🐂🐮🦬🚀🌚","images":[{"img":"https://community-static.tradeup.com/news/c8473312e090e49b6310dd5202bc9719","width":"882","height":"1485"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/592979265982832","isVote":1,"tweetType":1,"viewCount":1752,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":592624755790144,"gmtCreate":1785707215488,"gmtModify":1785707218524,"author":{"id":"3568262728204718","authorId":"3568262728204718","name":"ICEsh00ter","avatar":"https://static.tigerbbs.com/e8d9d76c266e1d33abd00a525a8a445c","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568262728204718","authorIdStr":"3568262728204718"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$ </a> 🐄🐃🐂🐮🦬","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$ </a> 🐄🐃🐂🐮🦬","text":"$NVIDIA(NVDA)$ 🐄🐃🐂🐮🦬","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/592624755790144","isVote":1,"tweetType":1,"viewCount":1338,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":590297500136488,"gmtCreate":1785112289113,"gmtModify":1785112292249,"author":{"id":"3568262728204718","authorId":"3568262728204718","name":"ICEsh00ter","avatar":"https://static.tigerbbs.com/e8d9d76c266e1d33abd00a525a8a445c","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568262728204718","authorIdStr":"3568262728204718"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$ </a> 🐄🐃🐂🐮🦬","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$ </a> 🐄🐃🐂🐮🦬","text":"$NVIDIA(NVDA)$ 🐄🐃🐂🐮🦬","images":[{"img":"https://community-static.tradeup.com/news/2908df22b5939d4fe9ac81189010b8c5","width":"882","height":"1485"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/590297500136488","isVote":1,"tweetType":1,"viewCount":1591,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":588034212963616,"gmtCreate":1784593148744,"gmtModify":1784593151706,"author":{"id":"3568262728204718","authorId":"3568262728204718","name":"ICEsh00ter","avatar":"https://static.tigerbbs.com/e8d9d76c266e1d33abd00a525a8a445c","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568262728204718","authorIdStr":"3568262728204718"},"themes":[],"title":"","htmlText":"just buy any dip. still no challenger to nvidia at the moment or in the near future.","listText":"just buy any dip. still no challenger to nvidia at the moment or in the near future.","text":"just buy any dip. still no challenger to nvidia at the moment or in the near future.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/588034212963616","repostId":"1147648563","repostType":2,"repost":{"id":"1147648563","kind":"video","weMediaInfo":{"introduction":"Earnings Spotlight ","home_visible":1,"media_name":"Earnings Spotlight ","id":"1046391956","head_image":"https://community-static.tradeup.com/news/06eed09be88d7e58b027c64e1ff075c3"},"pubTimestamp":1784536200,"share":"https://ttm.financial/m/news/1147648563?lang=en_US&edition=fundamental","pubTime":"2026-07-20 16:30","market":"other","language":"en","title":"Nvidia Profit Illusion Exposed; $13.4B Paper Gains Mask Core Semiconductor Valuation Of 60 Times Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=1147648563","media":"Earnings Spotlight ","summary":"","content":"<html><head></head><body></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Profit Illusion Exposed; $13.4B Paper Gains Mask Core Semiconductor Valuation Of 60 Times Earnings</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\">\nNvidia Profit Illusion Exposed; $13.4B Paper Gains Mask Core Semiconductor Valuation Of 60 Times Earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1046391956\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/06eed09be88d7e58b027c64e1ff075c3);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Earnings Spotlight  </p>\n<p class=\"h-time\">2026-07-20 16:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5692b8b65bfcd322e1e4ca4e06ee6153","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147648563","content_text":"","news_type":1,"symbols_score_info":{"NVDA":2}},"isVote":1,"tweetType":1,"viewCount":1502,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":588033759687120,"gmtCreate":1784593031421,"gmtModify":1784593034170,"author":{"id":"3568262728204718","authorId":"3568262728204718","name":"ICEsh00ter","avatar":"https://static.tigerbbs.com/e8d9d76c266e1d33abd00a525a8a445c","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568262728204718","authorIdStr":"3568262728204718"},"themes":[],"title":"","htmlText":"they should hv anticipated and made changes long long time ago. whatever delay Saudi says is bs to stimulate oil prices.","listText":"they should hv anticipated and made changes long long time ago. whatever delay Saudi says is bs to stimulate oil prices.","text":"they should hv anticipated and made changes long long time ago. whatever delay Saudi says is bs to stimulate oil prices.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/588033759687120","repostId":"2653241811","repostType":4,"repost":{"id":"2653241811","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1784587434,"share":"https://ttm.financial/m/news/2653241811?lang=en_US&edition=fundamental","pubTime":"2026-07-21 06:43","market":"us","language":"en","title":"Houthi Red Sea Blockade Would Lift Oil Prices, but Workarounds Could Limit Impact","url":"https://stock-news.laohu8.com/highlight/detail?id=2653241811","media":"Reuters","summary":"Houthi Red Sea blockade would lift oil prices, but workarounds could limit impactOil prices could climb above $115-$120 should flows be disrupted, consultant saysSaudi crude shipments to Asia could fa","content":"<html xmlns=\"http://www.w3.org/1999/xhtml\"><head><title>Houthi Red Sea blockade would lift oil prices, but workarounds could limit impact </title></head><body><div><p>Oil prices could climb above $115-$120 should flows be disrupted, consultant says</p><p>Saudi crude shipments to Asia could face longer routes</p><p>Asian refiners could face delays of around a month for Yanbu cargoes, Kpler analyst says</p></div><p>By Ahmad Ghaddar and Arathy Somasekhar</p><p>\n<span>LONDON/HOUSTON, July 20 (Reuters)</span><span> - </span>A successful effort by Yemen&#39;s Houthis to shut the Bab el-Mandeb Strait would strike at one of the world&#39;s most important oil shipping routes, potentially triggering a fresh surge in crude prices, disrupting fuel supplies and adding to strains on the global economy. </p><p>Yemen&#39;s Iran-aligned Houthis on Monday <span>declared a naval blockade</span> against Saudi Arabia, its military spokesperson said. A closure of the Red Sea&#39;s southern gateway would remove a critical alternative route for the k<span>ingdom </span>to the Strait of Hormuz and intensify fears of shortages.  </p><p>&#34;After oil prices moved higher on escalating U.S.-Iran tensions last week and the resulting slowdown in Hormuz transits, traders are watching for catalysts that would justify a further rally,&#34; said Richard Bronze of consultancy Energy Aspects.</p><p>&#34;The Houthis resuming maritime attacks and effectively shutting the Bab el-Mandeb would certainly qualify.&#34;</p><p>Oil rose less than 1% after the Houthi statement to trade around $89 a barrel <span>LCOc1</span>. Hopes of Iran and the United States resuming peace talks had earlier weighed on prices. <span>Oil futures </span>have peaked at $126 this year - below 2008&#39;s all-time high of $147. </p><p>ASIAN REFINERS WOULD FACE DELAYS IN GETTING CRUDE</p><p>The Bab el-Mandeb connects the Red Sea with the Gulf of Aden and is a key route for crude and fuel shipments moving between the Middle East, Europe and Asia. Since Houthi attacks on shipping began<span> in 2023</span>, many vessels have already rerouted around Africa, adding costs and delays to global trade.</p><p>A full closure would have the biggest immediate impact on Saudi crude exports from the Red Sea port of Yanbu. Matt Smith, commodity research director at Kpler, said Asian refiners receiving those barrels could face delays of around a month as tankers are forced to sail around the Cape of Good Hope.</p><p>&#34;The impact is going to be massive in the first month,&#34; Smith said. &#34;The biggest impact is going to be on Saudi flows.&#34;</p><p>Bronze estimated that more than 3 million barrels per day of Saudi crude currently shipped via the Red Sea to Asia could be forced onto much longer routes. The disruption would create logistical bottlenecks because fully loaded VLCCs cannot transit the Suez Canal while capacity on Egypt&#39;s SUMED pipeline, which links the Red Sea and Mediterranean Sea, is fixed.</p><p>\n<span>Saudi Arabia has shipped on average over 4.5 million bpd of crude and fuel from Yanbu since April, about 70% of which went to Asia, Kpler data shows.</span>\n</p><p>The impact would extend far beyond oil markets, said John Paisie, president of consultancy Stratas Advisors.  </p><p>\n<span>&#34;If they really stop and severely hinder those barrels through the Red Sea, that is going to have an impact on oil prices as well as refined product prices,&#34; he said. &#34;It undermines the whole global economy. At some point, you could have a global recession</span>.”</p><p>The immediate oil market reaction would likely be another jump in crude prices as refiners compete for available supplies, analysts said. Paisie said oil prices could climb back above $115-$120 a barrel, while freight and insurance costs would also rise as <span>ships take longer routes </span>around Africa.</p><p>\n<span>European diesel refining margins <span>LGOc1-LCOc1</span> surged to a record above $65 a barrel on Friday and remained near that level on Monday. Supplies of diesel and jet fuel from Asia and the Middle East to Europe typically transit the Bab el-Mandeb.</span>\n</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Houthi Red Sea Blockade Would Lift Oil Prices, but Workarounds Could Limit Impact</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\">\nHouthi Red Sea Blockade Would Lift Oil Prices, but Workarounds Could Limit Impact\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2026-07-21 06:43</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html xmlns=\"http://www.w3.org/1999/xhtml\"><head><title>Houthi Red Sea blockade would lift oil prices, but workarounds could limit impact </title></head><body><div><p>Oil prices could climb above $115-$120 should flows be disrupted, consultant says</p><p>Saudi crude shipments to Asia could face longer routes</p><p>Asian refiners could face delays of around a month for Yanbu cargoes, Kpler analyst says</p></div><p>By Ahmad Ghaddar and Arathy Somasekhar</p><p>\n<span>LONDON/HOUSTON, July 20 (Reuters)</span><span> - </span>A successful effort by Yemen&#39;s Houthis to shut the Bab el-Mandeb Strait would strike at one of the world&#39;s most important oil shipping routes, potentially triggering a fresh surge in crude prices, disrupting fuel supplies and adding to strains on the global economy. </p><p>Yemen&#39;s Iran-aligned Houthis on Monday <span>declared a naval blockade</span> against Saudi Arabia, its military spokesperson said. A closure of the Red Sea&#39;s southern gateway would remove a critical alternative route for the k<span>ingdom </span>to the Strait of Hormuz and intensify fears of shortages.  </p><p>&#34;After oil prices moved higher on escalating U.S.-Iran tensions last week and the resulting slowdown in Hormuz transits, traders are watching for catalysts that would justify a further rally,&#34; said Richard Bronze of consultancy Energy Aspects.</p><p>&#34;The Houthis resuming maritime attacks and effectively shutting the Bab el-Mandeb would certainly qualify.&#34;</p><p>Oil rose less than 1% after the Houthi statement to trade around $89 a barrel <span>LCOc1</span>. Hopes of Iran and the United States resuming peace talks had earlier weighed on prices. <span>Oil futures </span>have peaked at $126 this year - below 2008&#39;s all-time high of $147. </p><p>ASIAN REFINERS WOULD FACE DELAYS IN GETTING CRUDE</p><p>The Bab el-Mandeb connects the Red Sea with the Gulf of Aden and is a key route for crude and fuel shipments moving between the Middle East, Europe and Asia. Since Houthi attacks on shipping began<span> in 2023</span>, many vessels have already rerouted around Africa, adding costs and delays to global trade.</p><p>A full closure would have the biggest immediate impact on Saudi crude exports from the Red Sea port of Yanbu. Matt Smith, commodity research director at Kpler, said Asian refiners receiving those barrels could face delays of around a month as tankers are forced to sail around the Cape of Good Hope.</p><p>&#34;The impact is going to be massive in the first month,&#34; Smith said. &#34;The biggest impact is going to be on Saudi flows.&#34;</p><p>Bronze estimated that more than 3 million barrels per day of Saudi crude currently shipped via the Red Sea to Asia could be forced onto much longer routes. The disruption would create logistical bottlenecks because fully loaded VLCCs cannot transit the Suez Canal while capacity on Egypt&#39;s SUMED pipeline, which links the Red Sea and Mediterranean Sea, is fixed.</p><p>\n<span>Saudi Arabia has shipped on average over 4.5 million bpd of crude and fuel from Yanbu since April, about 70% of which went to Asia, Kpler data shows.</span>\n</p><p>The impact would extend far beyond oil markets, said John Paisie, president of consultancy Stratas Advisors.  </p><p>\n<span>&#34;If they really stop and severely hinder those barrels through the Red Sea, that is going to have an impact on oil prices as well as refined product prices,&#34; he said. &#34;It undermines the whole global economy. At some point, you could have a global recession</span>.”</p><p>The immediate oil market reaction would likely be another jump in crude prices as refiners compete for available supplies, analysts said. Paisie said oil prices could climb back above $115-$120 a barrel, while freight and insurance costs would also rise as <span>ships take longer routes </span>around Africa.</p><p>\n<span>European diesel refining margins <span>LGOc1-LCOc1</span> surged to a record above $65 a barrel on Friday and remained near that level on Monday. Supplies of diesel and jet fuel from Asia and the Middle East to Europe typically transit the Bab el-Mandeb.</span>\n</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260720:nL6N43M0NN:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2653241811","content_text":"Houthi Red Sea blockade would lift oil prices, but workarounds could limit impact Oil prices could climb above $115-$120 should flows be disrupted, consultant saysSaudi crude shipments to Asia could face longer routesAsian refiners could face delays of around a month for Yanbu cargoes, Kpler analyst saysBy Ahmad Ghaddar and Arathy Somasekhar\nLONDON/HOUSTON, July 20 (Reuters) - A successful effort by Yemen's Houthis to shut the Bab el-Mandeb Strait would strike at one of the world's most important oil shipping routes, potentially triggering a fresh surge in crude prices, disrupting fuel supplies and adding to strains on the global economy. Yemen's Iran-aligned Houthis on Monday declared a naval blockade against Saudi Arabia, its military spokesperson said. A closure of the Red Sea's southern gateway would remove a critical alternative route for the kingdom to the Strait of Hormuz and intensify fears of shortages.  \"After oil prices moved higher on escalating U.S.-Iran tensions last week and the resulting slowdown in Hormuz transits, traders are watching for catalysts that would justify a further rally,\" said Richard Bronze of consultancy Energy Aspects.\"The Houthis resuming maritime attacks and effectively shutting the Bab el-Mandeb would certainly qualify.\"Oil rose less than 1% after the Houthi statement to trade around $89 a barrel LCOc1. Hopes of Iran and the United States resuming peace talks had earlier weighed on prices. Oil futures have peaked at $126 this year - below 2008's all-time high of $147. ASIAN REFINERS WOULD FACE DELAYS IN GETTING CRUDEThe Bab el-Mandeb connects the Red Sea with the Gulf of Aden and is a key route for crude and fuel shipments moving between the Middle East, Europe and Asia. Since Houthi attacks on shipping began in 2023, many vessels have already rerouted around Africa, adding costs and delays to global trade.A full closure would have the biggest immediate impact on Saudi crude exports from the Red Sea port of Yanbu. Matt Smith, commodity research director at Kpler, said Asian refiners receiving those barrels could face delays of around a month as tankers are forced to sail around the Cape of Good Hope.\"The impact is going to be massive in the first month,\" Smith said. \"The biggest impact is going to be on Saudi flows.\"Bronze estimated that more than 3 million barrels per day of Saudi crude currently shipped via the Red Sea to Asia could be forced onto much longer routes. The disruption would create logistical bottlenecks because fully loaded VLCCs cannot transit the Suez Canal while capacity on Egypt's SUMED pipeline, which links the Red Sea and Mediterranean Sea, is fixed.\nSaudi Arabia has shipped on average over 4.5 million bpd of crude and fuel from Yanbu since April, about 70% of which went to Asia, Kpler data shows.\nThe impact would extend far beyond oil markets, said John Paisie, president of consultancy Stratas Advisors.  \n\"If they really stop and severely hinder those barrels through the Red Sea, that is going to have an impact on oil prices as well as refined product prices,\" he said. \"It undermines the whole global economy. At some point, you could have a global recession.”The immediate oil market reaction would likely be another jump in crude prices as refiners compete for available supplies, analysts said. Paisie said oil prices could climb back above $115-$120 a barrel, while freight and insurance costs would also rise as ships take longer routes around Africa.\nEuropean diesel refining margins LGOc1-LCOc1 surged to a record above $65 a barrel on Friday and remained near that level on Monday. Supplies of diesel and jet fuel from Asia and the Middle East to Europe typically transit the Bab el-Mandeb.","news_type":1,"symbols_score_info":{"BZmain":2,"CLmain":2}},"isVote":1,"tweetType":1,"viewCount":1163,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":587565001998976,"gmtCreate":1784478699263,"gmtModify":1784478702531,"author":{"id":"3568262728204718","authorId":"3568262728204718","name":"ICEsh00ter","avatar":"https://static.tigerbbs.com/e8d9d76c266e1d33abd00a525a8a445c","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568262728204718","authorIdStr":"3568262728204718"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$ </a> 🐄🐂🦬🐮🚀🌚","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$ </a> 🐄🐂🦬🐮🚀🌚","text":"$NVIDIA(NVDA)$ 🐄🐂🦬🐮🚀🌚","images":[{"img":"https://community-static.tradeup.com/news/5666e2cb5d2c9ee79e8003a2780f3e95","width":"882","height":"1485"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/587565001998976","isVote":1,"tweetType":1,"viewCount":1525,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":416229018489192,"gmtCreate":1742603410425,"gmtModify":1742803227234,"author":{"id":"3568262728204718","authorId":"3568262728204718","name":"ICEsh00ter","avatar":"https://static.tigerbbs.com/e8d9d76c266e1d33abd00a525a8a445c","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568262728204718","authorIdStr":"3568262728204718"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a> not selling. to infinity &amp; beyond! 🚀🌙","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a> not selling. to infinity &amp; beyond! 🚀🌙","text":"$Palantir Technologies Inc.(PLTR)$ not selling. to infinity & beyond! 🚀🌙","images":[{"img":"https://community-static.tradeup.com/news/45f75692f60999eb374aa2aa74b2aaa9","width":"870","height":"1772"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":35,"commentSize":0,"repostSize":5,"link":"https://ttm.financial/post/416229018489192","isVote":1,"tweetType":1,"viewCount":2427,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9037439994,"gmtCreate":1648164344801,"gmtModify":1676534310870,"author":{"id":"3568262728204718","authorId":"3568262728204718","name":"ICEsh00ter","avatar":"https://static.tigerbbs.com/e8d9d76c266e1d33abd00a525a8a445c","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568262728204718","authorIdStr":"3568262728204718"},"themes":[],"title":"","htmlText":"‌<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>‌On Wednesday, the company announced that the first batch of NIO ET7 production vehicles was officially rolled off the production line at Hefei. “The car that everyone has been waiting for for a long time is coming soon” — NIO said. On March 18, our site revealed the photos of the first ET7 rolling off production being expected to have a 6 months delivery time, according to our local source. NIO started ET7 test drives on March 5th and will deliver the first units on March 28th.","listText":"‌<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>‌On Wednesday, the company announced that the first batch of NIO ET7 production vehicles was officially rolled off the production line at Hefei. “The car that everyone has been waiting for for a long time is coming soon” — NIO said. On March 18, our site revealed the photos of the first ET7 rolling off production being expected to have a 6 months delivery time, according to our local source. NIO started ET7 test drives on March 5th and will deliver the first units on March 28th.","text":"‌$NIO Inc.(NIO)$‌On Wednesday, the company announced that the first batch of NIO ET7 production vehicles was officially rolled off the production line at Hefei. “The car that everyone has been waiting for for a long time is coming soon” — NIO said. On March 18, our site revealed the photos of the first ET7 rolling off production being expected to have a 6 months delivery time, according to our local source. NIO started ET7 test drives on March 5th and will deliver the first units on March 28th.","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":21,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9037439994","isVote":1,"tweetType":1,"viewCount":3377,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000462","authorId":"9000000000000462","name":"MyrnaNorth","avatar":"https://static.tigerbbs.com/93d5c39d60e3b5c35cd699bf7d148556","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000462","authorIdStr":"9000000000000462"},"content":"NIO has virtually no competition in the Premium Luxury EV space. That's in the largest EV market on planet earth","text":"NIO has virtually no competition in the Premium Luxury EV space. That's in the largest EV market on planet earth","html":"NIO has virtually no competition in the Premium Luxury EV space. That's in the largest EV market on planet earth"},{"author":{"id":"9000000000000641","authorId":"9000000000000641","name":"CyrilDavy","avatar":"https://static.tigerbbs.com/fd67ba4a6ca5ca66b27af6afcce989dc","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000641","authorIdStr":"9000000000000641"},"content":"Buying more NIO. Guidance is going to be very strong and the shorts are going to freak out.","text":"Buying more NIO. Guidance is going to be very strong and the shorts are going to freak out.","html":"Buying more NIO. Guidance is going to be very strong and the shorts are going to freak out."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9911074373,"gmtCreate":1664101566093,"gmtModify":1676537390797,"author":{"id":"3568262728204718","authorId":"3568262728204718","name":"ICEsh00ter","avatar":"https://static.tigerbbs.com/e8d9d76c266e1d33abd00a525a8a445c","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568262728204718","authorIdStr":"3568262728204718"},"themes":[],"title":"","htmlText":"‌<a href=\"https://laohu8.com/S/XPEV\">$XPeng Inc.(XPEV)$</a>‌https://cnevpost.com/2022/09/25/he-xiaopeng-boosts-holdings-in-xpeng/ BREAKING: XPeng CEO boosts holdings as EV maker's stock falls over 70% this year The board of directors (the “Board”) of the Company was informed by Simplicity Holding Limited (“Simplicity Holding”), a controlling shareholder of the Company, that on 23 September 2022, Simplicity Holding had purchased in the open market a total of 2,200,000 ADSs of the Company (the “ADSs”) at an average price of US$13.58 per ADS (the “Acquisition”).","listText":"‌<a href=\"https://laohu8.com/S/XPEV\">$XPeng Inc.(XPEV)$</a>‌https://cnevpost.com/2022/09/25/he-xiaopeng-boosts-holdings-in-xpeng/ BREAKING: XPeng CEO boosts holdings as EV maker's stock falls over 70% this year The board of directors (the “Board”) of the Company was informed by Simplicity Holding Limited (“Simplicity Holding”), a controlling shareholder of the Company, that on 23 September 2022, Simplicity Holding had purchased in the open market a total of 2,200,000 ADSs of the Company (the “ADSs”) at an average price of US$13.58 per ADS (the “Acquisition”).","text":"‌$XPeng Inc.(XPEV)$‌https://cnevpost.com/2022/09/25/he-xiaopeng-boosts-holdings-in-xpeng/ BREAKING: XPeng CEO boosts holdings as EV maker's stock falls over 70% this year The board of directors (the “Board”) of the Company was informed by Simplicity Holding Limited (“Simplicity Holding”), a controlling shareholder of the Company, that on 23 September 2022, Simplicity Holding had purchased in the open market a total of 2,200,000 ADSs of the Company (the “ADSs”) at an average price of US$13.58 per ADS (the “Acquisition”).","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":15,"commentSize":14,"repostSize":0,"link":"https://ttm.financial/post/9911074373","isVote":1,"tweetType":1,"viewCount":1675,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9934103195,"gmtCreate":1663201500618,"gmtModify":1676537225185,"author":{"id":"3568262728204718","authorId":"3568262728204718","name":"ICEsh00ter","avatar":"https://static.tigerbbs.com/e8d9d76c266e1d33abd00a525a8a445c","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568262728204718","authorIdStr":"3568262728204718"},"themes":[],"title":"","htmlText":"‌<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>‌https://www.tipranks.com/news/article/tesla-tsla-general-motors-gm-or-nio-nio-which-ev-stock-earns-the-streets-strong-buy-consensus?fbclid=IwAR0tL9bkv9rWacMd1HOgDRVWWSYEJSp7dEnVzKV0KquEv28dT1O8jcPpmgsTesla (TSLA), General Motors (GM), or Nio (NIO): Which EV Stock Earns the Street’s “Strong Buy” Consensus?&nbsp;","listText":"‌<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>‌https://www.tipranks.com/news/article/tesla-tsla-general-motors-gm-or-nio-nio-which-ev-stock-earns-the-streets-strong-buy-consensus?fbclid=IwAR0tL9bkv9rWacMd1HOgDRVWWSYEJSp7dEnVzKV0KquEv28dT1O8jcPpmgsTesla (TSLA), General Motors (GM), or Nio (NIO): Which EV Stock Earns the Street’s “Strong Buy” Consensus?&nbsp;","text":"‌$NIO Inc.(NIO)$‌https://www.tipranks.com/news/article/tesla-tsla-general-motors-gm-or-nio-nio-which-ev-stock-earns-the-streets-strong-buy-consensus?fbclid=IwAR0tL9bkv9rWacMd1HOgDRVWWSYEJSp7dEnVzKV0KquEv28dT1O8jcPpmgsTesla (TSLA), General Motors (GM), or Nio (NIO): Which EV Stock Earns the Street’s “Strong Buy” Consensus?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":10,"repostSize":0,"link":"https://ttm.financial/post/9934103195","isVote":1,"tweetType":1,"viewCount":1772,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3582336414789652","authorId":"3582336414789652","name":"Svengers19","avatar":"https://community-static.tradeup.com/news/8309793b283131fe425cce765c60809c","crmLevel":11,"crmLevelSwitch":0,"idStr":"3582336414789652","authorIdStr":"3582336414789652"},"content":"Thanks for sharing","text":"Thanks for sharing","html":"Thanks for sharing"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":288984928747520,"gmtCreate":1711577419192,"gmtModify":1711577422811,"author":{"id":"3568262728204718","authorId":"3568262728204718","name":"ICEsh00ter","avatar":"https://static.tigerbbs.com/e8d9d76c266e1d33abd00a525a8a445c","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568262728204718","authorIdStr":"3568262728204718"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/RDDT\">$Reddit(RDDT)$ </a> to be the mother of all meme stocks since it originated most if not all of the meme stocks! 🤣","listText":"<a href=\"https://ttm.financial/S/RDDT\">$Reddit(RDDT)$ </a> to be the mother of all meme stocks since it originated most if not all of the meme stocks! 🤣","text":"$Reddit(RDDT)$ to be the mother of all meme stocks since it originated most if not all of the meme stocks! 🤣","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":1,"repostSize":2,"link":"https://ttm.financial/post/288984928747520","isVote":1,"tweetType":1,"viewCount":8300,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":252985914269752,"gmtCreate":1702774836808,"gmtModify":1702774839673,"author":{"id":"3568262728204718","authorId":"3568262728204718","name":"ICEsh00ter","avatar":"https://static.tigerbbs.com/e8d9d76c266e1d33abd00a525a8a445c","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568262728204718","authorIdStr":"3568262728204718"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a> has been in the same situation before and it has &amp; will always recover. in Elon we trust!","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a> has been in the same situation before and it has &amp; will always recover. in Elon we trust!","text":"$Tesla Motors(TSLA)$ has been in the same situation before and it has & will always recover. in Elon we trust!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":3,"link":"https://ttm.financial/post/252985914269752","isVote":1,"tweetType":1,"viewCount":5261,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9018739072,"gmtCreate":1649086136170,"gmtModify":1676534448265,"author":{"id":"3568262728204718","authorId":"3568262728204718","name":"ICEsh00ter","avatar":"https://static.tigerbbs.com/e8d9d76c266e1d33abd00a525a8a445c","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568262728204718","authorIdStr":"3568262728204718"},"themes":[],"title":"","htmlText":"smart move to exit India. India's loss!","listText":"smart move to exit India. India's loss!","text":"smart move to exit India. India's loss!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9018739072","repostId":"2224816375","repostType":4,"repost":{"id":"2224816375","kind":"highlight","pubTimestamp":1649084638,"share":"https://ttm.financial/m/news/2224816375?lang=en_US&edition=fundamental","pubTime":"2022-04-04 23:03","market":"us","language":"en","title":"Don't Let This 1 Decision Sour You on Sea Limited","url":"https://stock-news.laohu8.com/highlight/detail?id=2224816375","media":"Motley Fool","summary":"Robust execution and a large market opportunity position Sea for long-term success.","content":"<div>\n<p>The past six months have been a turbulent ride for investors in Sea Limited, a mobile gaming and e-commerce company -- shares of Sea are down over 60% from the all-time high recorded in Nov. 2021. And...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/03/dont-let-this-1-decision-sour-you-on-sea-limited/\">Source Link</a>\n\n</div>\n","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Don't Let This 1 Decision Sour You on Sea Limited</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\">\nDon't Let This 1 Decision Sour You on Sea Limited\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-04 23:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/04/03/dont-let-this-1-decision-sour-you-on-sea-limited/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The past six months have been a turbulent ride for investors in Sea Limited, a mobile gaming and e-commerce company -- shares of Sea are down over 60% from the all-time high recorded in Nov. 2021. And...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/03/dont-let-this-1-decision-sour-you-on-sea-limited/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"https://www.fool.com/investing/2022/04/03/dont-let-this-1-decision-sour-you-on-sea-limited/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2224816375","content_text":"The past six months have been a turbulent ride for investors in Sea Limited, a mobile gaming and e-commerce company -- shares of Sea are down over 60% from the all-time high recorded in Nov. 2021. And to add to investor worries, the company just announced it is shutting down its e-commerce operation in India.These recent headwinds may worry some investors enough to stay away from the stock, but for those with patience, Sea presents a great opportunity.Image source: Getty Images.Is international expansion hitting a roadblock?Sea has shrewdly established the key pillars of its business -- Garena, Shopee, and Sea Money -- to take advantage of three global megatrends: gaming, e-commerce, and digital financial services, respectively. The company established its roots in Southeast Asia and quickly emerged into a global player, extending its presence into South America and Europe.Its global expansion seemed to be going well, but on March 6, Sea announced that it was closing its Shopee business in France, which was a surprise for investors but largely viewed as a mere blip in the long-term plan. The news that really raised investors' eyebrows came on March 28 when Sea announced it is pulling the curtains on its e-commerce operations in India.Why would Sea exit potentially one of the largest markets in the world and derail its growth prospects? In the backdrop of its recent stock performance -- and the growing uncertainty around the economic environment with rising inflation and a major war -- many investors may be losing faith in the company.Digging deeper may offer some cluesThe seeds of Sea's exit from India may have been sown around Feb. 2022. The Indian government, citing national security and user data privacy concerns, banned 54 Chinese mobile apps. This ban included Free Fire, Garena's wildly popular battle royale mobile game. The immediate question from many familiar with Sea was: Why was Free Fire banned, when Sea is a Singaporean company, not a Chinese one.One likely reason is that Tencent Holdings, the Chinese entertainment giant, has an 18.7% stake in Sea. That relationship likely raised enough red flags for the Indian government. It is interesting to note regulators permitted Free Fire Max, the premium version of Free Fire, to continue operations in India.So how does the above event lead to Sea's India exit for Shopee? Free Fire is at the center of Sea's playbook of international expansion -- the company attracts a large user base with its engrossing video game, learns about users' online habits, and creates opportunities to promote its e-commerce and digital payment services. Additionally, Garena designed Free Fire to run flawlessly even on low-end smartphones, ensuring the game can reach the majority of the population in developing countries.Free Fire Max doesn't have the same reach as it requires mobile phones with higher-end configurations. Not having Free Fire to lay the foundation in India threw a wrench in Sea's proven formula for expansion.Finally, no one knows how the political situation between India and China may unfold. India may not ban Shopee today, but that doesn't mean it won't do so in the future. For Shopee to succeed in this highly competitive market, it would need to invest significantly, and the risk underlying that investment is simply too high. All factors considered, Sea's move to shutter its e-commerce operation in India looks like a smart and proactive business decision.Robust execution and long runway bode wellSea's founder and CEO Forrest Li has led the company brilliantly. Gamers now enjoy Free Fire in over 130 countries as Shopee launched in four countries in Latin America, three countries in Europe, and in China -- all in the past two and a half years. Free Fire has been the highest-grossing mobile app for 10 consecutive quarters in Southeast Asia and Latin America, according to data.ai. Sea's total revenue grew a whopping 128% in 2021 to reach $10 billion. Gross profits for the same period increased 189% to $3.9 billion.The company is investing heavily to expand into new markets, and as a result, net losses also grew 26% during the year to $2.0 billion. However, Li believes that by 2025, the cash generated by Shopee and Sea Money, the primary beneficiaries of Sea's investments, collectively will enable these two businesses to substantially self-fund their own long-term growth.The global opportunity for Sea remains large. Southeast Asia, Sea's core market, is one of the world's fastest-growing regions with a population rising over 50% faster than the United States' and a GDP increasing more than twice as quickly. An expanding middle-class, rising average household incomes, and rapidly spreading cellphone and internet usage are creating more shoppers in the seven Southeast Asian countries where Sea operates.The company is also gaining major traction in Brazil, the sixth-largest country by population. Shopee Brazil recorded more than 140 million orders in the fourth quarter, growing at close to 400% year over year. The company is also making headways in other South American countries.Despite shutting down its e-commerce operation in India, Sea is projecting Shopee's revenue to grow 76% in 2022, while Sea Money grows 155%. These are very impressive numbers that underscore Sea's global scale and its ability to overcome hurdles in its growth trajectory.Now may be a good time to board the shipManagement is forecasting a decline in bookings for Garena this year, which is understandable as the company faces the near-term headwinds of reopening economies across the world and Free Fire's ban in India. But Li remains aspirational and focused on the long-term prospects of the company.Responding to the over 65% drop in the company's share price, Li assured employees in an email: \"Do not fear: we are in a strong position internally, and we are clear on our next steps. This is short-term pain that we have to endure to truly maximise our long-term potential.\" Lee went on to say: \"The scale of our ambition remains unchanged: to make a long-lasting mark in history.\"Sea has successfully entered multiple international markets. The company is carefully assessing its opportunity in each region and making shrewd decisions to either expand or exit those markets. Sea's strategy of failing fast leads to efficient capital allocation for the company and bodes well for its future. It is still executing well, and despite its exit from India has a long runway in front of it.Data by YCharts.As a result of the sell-off, shares are trading at a three-year low price-to-sales valuation of 6.6 as of this writing. 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