T2021B personal page - To The Moon

T2021B

T2021B

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04-06 09:36

$U 20260618 35.0 CALL$

04-06 09:35

$Nu Holdings Ltd.(NU)$

03-30

$AMD 20260618 140.0 CALL$

03-30

$Advanced Micro Devices(AMD)$

03-23

$AMD 20260618 140.0 CALL$

03-23

$Advanced Micro Devices(AMD)$

03-17

$AMD 20260618 140.0 CALL$

03-16

03-09

$AMD 20260618 145.0 CALL$

03-09

$Advanced Micro Devices(AMD)$

03-02

$U 20260320 40.0 CALL$

03-02

$Unity Software Inc.(U)$

02-24

$AMD 20260618 140.0 CALL$

02-24

$Advanced Micro Devices(AMD)$

02-17

$U 20260320 40.0 CALL$

02-16

02-09

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02-09

$Amazon.com(AMZN)$

02-09

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02-02

$AMD 20260220 135.0 CALL$

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href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a>&nbsp;","text":"$Advanced Micro Devices(AMD)$","images":[{"img":"https://community-static.tradeup.com/news/eb3601a780333347ddb94e531a0735b0","width":"1092","height":"1717"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/536236272963696","isVote":1,"tweetType":1,"viewCount":610,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":533517873489272,"gmtCreate":1771272513174,"gmtModify":1771286774867,"author":{"id":"3570346638758209","authorId":"3570346638758209","name":"T2021B","avatar":"https://static.tigerbbs.com/97ab3d03fa17b723ad669f03ac2f7403","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570346638758209","authorIdStr":"3570346638758209"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/OPT/U 20260320 40.0 CALL\">$U 20260320 40.0 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href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a>&nbsp;","text":"$NVIDIA(NVDA)$","images":[{"img":"https://community-static.tradeup.com/news/99c8299324168dbd7fbd613e18a7ad89","width":"1092","height":"1717"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/533303218676304","isVote":1,"tweetType":1,"viewCount":473,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":530926889964736,"gmtCreate":1770642512427,"gmtModify":1770642542680,"author":{"id":"3570346638758209","authorId":"3570346638758209","name":"T2021B","avatar":"https://static.tigerbbs.com/97ab3d03fa17b723ad669f03ac2f7403","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570346638758209","authorIdStr":"3570346638758209"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/OPT/U 20260320 40.0 CALL\">$U 20260320 40.0 CALL$</a>&nbsp;","listText":"<a href=\"https://ttm.financial/OPT/U 20260320 40.0 CALL\">$U 20260320 40.0 CALL$</a>&nbsp;","text":"$U 20260320 40.0 CALL$","images":[{"img":"https://community-static.tradeup.com/news/b8d6215b08c3a430f52fddbc8206e709","width":"1092","height":"1717"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/530926889964736","isVote":1,"tweetType":1,"viewCount":556,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":530926630560992,"gmtCreate":1770642449148,"gmtModify":1770642542205,"author":{"id":"3570346638758209","authorId":"3570346638758209","name":"T2021B","avatar":"https://static.tigerbbs.com/97ab3d03fa17b723ad669f03ac2f7403","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570346638758209","authorIdStr":"3570346638758209"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$&nbsp;</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$&nbsp;</a>&nbsp;","text":"$Amazon.com(AMZN)$","images":[{"img":"https://community-static.tradeup.com/news/d8fbb086507871cd1c6061da12786682","width":"1092","height":"1717"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/530926630560992","isVote":1,"tweetType":1,"viewCount":534,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":530937051079952,"gmtCreate":1770642425005,"gmtModify":1770642426907,"author":{"id":"3570346638758209","authorId":"3570346638758209","name":"T2021B","avatar":"https://static.tigerbbs.com/97ab3d03fa17b723ad669f03ac2f7403","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570346638758209","authorIdStr":"3570346638758209"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a>&nbsp;","text":"$Advanced Micro Devices(AMD)$","images":[{"img":"https://community-static.tradeup.com/news/3acdb1c1d3fd7cc457cfda9914e10363","width":"1092","height":"1717"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/530937051079952","isVote":1,"tweetType":1,"viewCount":799,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":528445820772768,"gmtCreate":1770037249402,"gmtModify":1770039063517,"author":{"id":"3570346638758209","authorId":"3570346638758209","name":"T2021B","avatar":"https://static.tigerbbs.com/97ab3d03fa17b723ad669f03ac2f7403","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570346638758209","authorIdStr":"3570346638758209"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/OPT/AMD 20260220 135.0 CALL\">$AMD 20260220 135.0 CALL$</a>&nbsp;","listText":"<a href=\"https://ttm.financial/OPT/AMD 20260220 135.0 CALL\">$AMD 20260220 135.0 CALL$</a>&nbsp;","text":"$AMD 20260220 135.0 CALL$","images":[{"img":"https://community-static.tradeup.com/news/aec41ab2d35d300057bea0a876e07ede","width":"1092","height":"1717"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/528445820772768","isVote":1,"tweetType":1,"viewCount":398,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":297130384818344,"gmtCreate":1713570284182,"gmtModify":1713570287321,"author":{"id":"3570346638758209","authorId":"3570346638758209","name":"T2021B","avatar":"https://static.tigerbbs.com/97ab3d03fa17b723ad669f03ac2f7403","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570346638758209","idStr":"3570346638758209"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a> Down trend for Tesla, wait for earning result , if further dip another 5-10% after earning&nbsp; can consider sell put at $100 or pickup some share for long term. Be patient and wait for opportunity. Huat Ah !","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a> Down trend for Tesla, wait for earning result , if further dip another 5-10% after earning&nbsp; can consider sell put at $100 or pickup some share for long term. Be patient and wait for opportunity. Huat Ah !","text":"$Tesla Motors(TSLA)$ Down trend for Tesla, wait for earning result , if further dip another 5-10% after earning can consider sell put at $100 or pickup some share for long term. Be patient and wait for opportunity. Huat Ah !","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":23,"commentSize":0,"repostSize":10,"link":"https://ttm.financial/post/297130384818344","isVote":1,"tweetType":1,"viewCount":2616,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":184644735062120,"gmtCreate":1686103913339,"gmtModify":1686103916458,"author":{"id":"3570346638758209","authorId":"3570346638758209","name":"T2021B","avatar":"https://static.tigerbbs.com/97ab3d03fa17b723ad669f03ac2f7403","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570346638758209","idStr":"3570346638758209"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/C52.SI\">$COMFORTDELGRO CORPORATION LTD(C52.SI)$&nbsp;</a><v-v data-views=\"0\"></v-v>When everyone is fearful. Load more if stock price fall below $0.9, DCA","listText":"<a href=\"https://ttm.financial/S/C52.SI\">$COMFORTDELGRO CORPORATION LTD(C52.SI)$&nbsp;</a><v-v data-views=\"0\"></v-v>When everyone is fearful. Load more if stock price fall below $0.9, DCA","text":"$COMFORTDELGRO CORPORATION LTD(C52.SI)$ When everyone is fearful. Load more if stock price fall below $0.9, DCA","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":27,"commentSize":1,"repostSize":1,"link":"https://ttm.financial/post/184644735062120","isVote":1,"tweetType":1,"viewCount":2555,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":174621171,"gmtCreate":1627096184993,"gmtModify":1703484192799,"author":{"id":"3570346638758209","authorId":"3570346638758209","name":"T2021B","avatar":"https://static.tigerbbs.com/97ab3d03fa17b723ad669f03ac2f7403","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570346638758209","idStr":"3570346638758209"},"themes":[],"htmlText":"NIO will be exceed&nbsp;Tesla in long term&nbsp;","listText":"NIO will be exceed&nbsp;Tesla in long term&nbsp;","text":"NIO will be exceed Tesla in long term","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/174621171","repostId":"1112927800","repostType":4,"repost":{"id":"1112927800","kind":"news","pubTimestamp":1627089375,"share":"https://ttm.financial/m/news/1112927800?lang=en_US&edition=fundamental","pubTime":"2021-07-24 09:16","market":"us","language":"en","title":"Will NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1112927800","media":"seekingalpha","summary":"Let's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.NIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.NIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.Both companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV p","content":"<p><b>Summary</b></p>\n<ul>\n <li>Let's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.</li>\n <li>NIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.</li>\n <li>NIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2f749c70c8a2af3e18d5f6cecc72bfbb\" tg-width=\"1536\" tg-height=\"704\" referrerpolicy=\"no-referrer\"><span>ipopba/iStock via Getty Images</span></p>\n<p><b>Article Thesis</b></p>\n<p>NIO, Inc. (NIO) is one of China's leading EV players, and has, through an attractive brand and its unique BaaS offering, attracted a lot of interest from consumers and investors. Today, however, the company is still way smaller than Tesla (TSLA), which is currently leading the global EV market. NIO is focused on its home market right now, which was true when Tesla was a smaller company as well, but NIO will try to grab market share in overseas markets as well. Shares are pricing in a lot of growth already, but if NIO can replicate Tesla's success, that could be more than justified.</p>\n<p><b>NIO And TSLA Stock Prices</b></p>\n<p>Both companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV pureplays rise rapidly. The combination of growing market share for EVs, accommodating policies such as subsidies for EV purchases, and massive monetary stimulus let shares of NIO and TSLA rise rapidly. NIO is up 245% over the last year, while TSLA is up 101% over the same time. Both companies are currently trading below their all-time highs, however, which were hit in early 2021 before market sentiment for EV pureplays cooled to some degree.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5ff5ce865807df85283775d2293b41af\" tg-width=\"635\" tg-height=\"481\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p>\n<p>Taking a quick look at analyst price targets, we see that Tesla is trading almost perfectly in line with the consensus, whereas NIO trades about 30% below the analyst target. If the analyst community is right, then NIO is a substantially better investment right here, as Tesla is not expected to see its shares rise meaningfully over the next year, whereas NIO has significant upside to the analyst price target.</p>\n<p><b>Is NIO Similar To Tesla?</b></p>\n<p>The answer to that question depends on what you focus on. There are similarities between the two companies, but there are also differences. One could thus say that, in some ways, the two are similar, but in others, they are not. Let's look at a couple of things:</p>\n<p><b>Business Model</b></p>\n<p>Both companies are focused on the EV space, although Tesla has, over the years, been building out a couple of other businesses as well, such as energy storage. Most of Tesla's revenues are generated through selling electric vehicles, which is also how NIO operates. Both companies are focused on the premium segment of EVs, selling higher-priced vehicles that compete with brands such as BMW, Mercedes, and Lexus. Both companies offer a small range of different vehicles, in Tesla's case those are the well-known S, X, 3, and Y, whereas NIO offers a sedan (ET7), and three SUVs (EC6, ES6, ES8). Despite the fact that NIO is a way smaller company today, the model lineups of the two companies do thus not differ too much.</p>\n<p>Both companies offer some type of charging infrastructure to their customers, in Tesla's case, that's the Supercharger network, where Tesla owners can charge their cars with up to 250kW, depending on what version of Supercharger is installed. NIO is following a different approach, offering a battery-as-a-service solution to its customers. NIO owners can get their battery switched out to a fully-charged battery at NIO's stations, a process that takes a couple of minutes and is thus significantly quicker compared to the regular EV charging offered by Tesla and other EV players. BaaS thus has advantages when it comes to the time it takes for a charge/swap, but it should be noted that Tesla's Superchargers are way more common around the world compared to NIO's battery-swapping stations. Rolling out that feature in additional markets will require large capital expenditures, but NIO's offering is a unique selling point compared to what all other EV players, including Tesla, are offering. It remains to be seen whether that will ultimately pay off, but this could become a major advantage for NIO as competition in the EV space is heating up.</p>\n<p><b>Size, growth, and valuation</b></p>\n<p>The two companies differ significantly in size, both when it comes to revenues and vehicle sales, as well as when it comes to the market value of the two companies. NIO has delivered22,000 vehicles in Q2, up 112% year over year, for an annual pace of around 90,000 vehicles. Tesla, meanwhile, has delivered 201,000 vehicles during Q2, up from 103,000 vehicles delivered during Q2 2020. This is strong growth on a year-over-year basis, although slightly below 100%, and thus below the growth rate that NIO is generating for now.</p>\n<p>Tesla delivers around 9x as many vehicles compared to NIO per quarter, when we look at the market capitalizations of the two companies, we see that the ratio is almost exactly the same, as Tesla's market cap of $640 billion is ~9x as high as that of NIO, at $72 billion. At similar growth rates, that would make perfect sense, but it looks like NIO might be the better deal for now, as it trades at a comparable valuation while generating better growth. This will be especially true in the coming quarters, where Tesla's growth is expected to slow down:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a986ea65130206f99961a46ce6cfed55\" tg-width=\"635\" tg-height=\"515\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p>\n<p>Tesla is forecasted to grow its revenue from $49 billion in 2021 to $83 billion in 2023, for an annual growth rate of 30%. NIO, meanwhile, is expected to see its revenue explode upwards from $5.4 billion to $12.8 billion between 2021 and 2023, for an annual growth rate of 54%. NIO is thus expected to grow way faster than Tesla over the next two years, on a relative basis. This shouldn't be a surprise, to be honest, as the law of large numbers dictates that maintaining massive growth rates becomes increasingly hard for a company the bigger it gets, and Tesla seems to have hit that point by now -- adding 50%+ a year to its top line will not be possible forever. This isn't even necessarily Tesla's fault, in fact, many high-quality growth companies have experienced the same. But investors should still consider this important fact -- Tesla's growth in coming years will be less exciting compared to what we have seen in the past, and peers, such as NIO, are growing faster.</p>\n<p>The same holds true when we take a longer-term view. Revenue estimates for 2025 rest at$22.6 billionfor NIO, up another 80% from the 2023 estimate, and up 320% from what analysts are forecasting for 2021. Tesla, meanwhile, is forecasted to generate revenues of $122.5 billion in 2025 -- a large number, but up by a comparatively weak 48% from 2023, and up by a total of 150% versus 2021. Between 2021 and 2025, NIO will thus 4x its revenue, while Tesla will 2.5x its revenue in the same time span -- a meaningful difference that should, all else equal, allow for a premium valuation for NIO, in the same way Tesla deserves a premium valuation versus legacy players such as Volkswagen (OTCPK:VWAGY).</p>\n<p>Looking at revenue estimates for 2025 relative to how the two companies are valued today, we see that NIO trades at 3.2x 2025 sales, while the 2025 sales multiple for Tesla is 5.2. For a long-term oriented investor, NIO thus seems like the better value today, thanks to the fact that it is trading at a significantly lower sales multiple when we take a look into the future. This does not necessarily mean that NIO is cheap, however, as even a 3.2x 2025 sales multiple is relatively high compared to how legacy auto companies are valued. NIO is looking less expensive than Tesla, however, even if its shares are not cheap on an absolute basis.</p>\n<p><b>Can NIO Be Worth As Much As Tesla?</b></p>\n<p>The answer to that depends on what time frame you are looking at. Today, NIO is significantly smaller than Tesla and thus rightfully trades at a way smaller market cap. It should also be noted that there is no guarantee that Tesla's shares are a great example of how an EV company should be valued -- it is, at least, possible that its shares are significantly&nbsp;overpriced&nbsp;today, I personally believe that as well (Note that some will argue that shares are&nbsp;underpriced, which is also among the possibilities, although I do not hold that belief personally).</p>\n<p>When we do, for a moment, assume that Tesla is correctly valued today and that EV companies do deserve a market cap in the $600 billion range when they sell about 800,000 vehicles a year, then NIO could eventually hit that as well, although not in the near term. NIO will sell about 90,000 vehicles this year, and that amount should grow to about 400,000 in 2025. If NIO were to grow its sales by 15% a year beyond that point, it could sell around 800,000 cars in 2030, or 9 years from now. If one wants to assume faster growth, the 800,000 vehicles a year line could also be crossed before 2030, e.g. in 2028 or 2029. If we do go with 2030 for now, then NIO could, at a similar deliveries-to-market capitalization ratio to Tesla, be valued at $600+ billion in 2030. In other words, NIO could be worth as much as Tesla (today) in nine years, when we assume that current growth projections are realistic and that a Tesla-like valuation is appropriate. Those are two major ifs, of course, and especially the second point is far from certain, I believe. I personally would not be too surprised to see Tesla's valuation compress, and thus NIO could trade well below the $600 billion market cap level in 2030, even if it continues to grow meaningfully. It is also possible that NIO's growth disappoints and that current projections are too bullish, although I think that NIO is well-positioned for growth thanks to its unique BaaS model and its strong brand that is especially well-recognized in its home market.</p>\n<p>It should also be noted that Tesla's market cap in 2030 could be very different from $600 billion, thus even in case NIO hits that level, it is not at all guaranteed that the two companies will have a similar market cap. Tesla might be valued at a way higher valuation by then, e.g. if the ARK model is right (something I personally think is unlikely). To answer the above question, one could thus say that NIO might be worth hundreds of billions of dollars, like Tesla, in 8-10 years, but that is not at all guaranteed. And even if that were to happen, Tesla might be worth significantly more by then.</p>\n<p><b>Is NIO A Good Stock To Buy Or Sell Now?</b></p>\n<p>When considering NIO as an investment, it doesn't really matter all that much whether it will become as large or highly valued as Tesla eventually. Instead, investors should ask themselves what total returns they can expect over the next couple of years, and whether those expected returns are high enough relative to the risks in NIO's business model. Regarding those risks, one should mention the fact that the company isn't profitable yet, which means that NIO is dependent on cash on its balance sheet for growth investments. On top of that, competition in the EV space is growing, and market share battles could pressure margins in coming years, although NIO seems relatively well-positioned thanks to its battery-swapping, which is, I believe, a strong USP. Last but not least, the company's dependence on its home market China is a potential risk that should be kept in mind, although it should also be noted that, for now, it seems like the Chinese government is very accommodating to Chinese EV companies.</p>\n<p>One could argue that valuations across the whole EV industry are too high, relative to how legacy auto companies are valued. Even those legacy players with attractive EV offerings such as Volkswagen or Ford trade at huge discounts compared to EV pureplays. But if one wants to invest in an EV pureplay, NIO doesn't seem like a bad choice. The company combines a strong brand, a unique BaaS offering, high growth rates, and shares trade at a discount compared to how the EV king Tesla is valued. At a little above 3x 2025 revenue, NIO does not seem overly expensive relative to other EV pureplays, although this still represents a premium versus legacy players, of course. If NIO manages to execute well and continues to roll out new models that are well-received by consumers, its shares could have significant upside potential in the long run. If EV stocks ever become an out-of-favor investment, NIO stock also could have considerable downside, however, this thus is not a low-risk pick. Depending on your risk tolerance, NIO could still be of value if you want a high-growth EV pureplay.</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>Will NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks</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\">\nWill NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-24 09:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4440950-will-nio-stock-follow-tesla-what-to-consider-ev-stocks><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nLet's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.\nNIO is a high-growth choice that does not seem overly ...</p>\n\n<a href=\"https://seekingalpha.com/article/4440950-will-nio-stock-follow-tesla-what-to-consider-ev-stocks\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4440950-will-nio-stock-follow-tesla-what-to-consider-ev-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112927800","content_text":"Summary\n\nLet's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.\nNIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.\nNIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.\n\nipopba/iStock via Getty Images\nArticle Thesis\nNIO, Inc. (NIO) is one of China's leading EV players, and has, through an attractive brand and its unique BaaS offering, attracted a lot of interest from consumers and investors. Today, however, the company is still way smaller than Tesla (TSLA), which is currently leading the global EV market. NIO is focused on its home market right now, which was true when Tesla was a smaller company as well, but NIO will try to grab market share in overseas markets as well. Shares are pricing in a lot of growth already, but if NIO can replicate Tesla's success, that could be more than justified.\nNIO And TSLA Stock Prices\nBoth companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV pureplays rise rapidly. The combination of growing market share for EVs, accommodating policies such as subsidies for EV purchases, and massive monetary stimulus let shares of NIO and TSLA rise rapidly. NIO is up 245% over the last year, while TSLA is up 101% over the same time. Both companies are currently trading below their all-time highs, however, which were hit in early 2021 before market sentiment for EV pureplays cooled to some degree.\nData by YCharts\nTaking a quick look at analyst price targets, we see that Tesla is trading almost perfectly in line with the consensus, whereas NIO trades about 30% below the analyst target. If the analyst community is right, then NIO is a substantially better investment right here, as Tesla is not expected to see its shares rise meaningfully over the next year, whereas NIO has significant upside to the analyst price target.\nIs NIO Similar To Tesla?\nThe answer to that question depends on what you focus on. There are similarities between the two companies, but there are also differences. One could thus say that, in some ways, the two are similar, but in others, they are not. Let's look at a couple of things:\nBusiness Model\nBoth companies are focused on the EV space, although Tesla has, over the years, been building out a couple of other businesses as well, such as energy storage. Most of Tesla's revenues are generated through selling electric vehicles, which is also how NIO operates. Both companies are focused on the premium segment of EVs, selling higher-priced vehicles that compete with brands such as BMW, Mercedes, and Lexus. Both companies offer a small range of different vehicles, in Tesla's case those are the well-known S, X, 3, and Y, whereas NIO offers a sedan (ET7), and three SUVs (EC6, ES6, ES8). Despite the fact that NIO is a way smaller company today, the model lineups of the two companies do thus not differ too much.\nBoth companies offer some type of charging infrastructure to their customers, in Tesla's case, that's the Supercharger network, where Tesla owners can charge their cars with up to 250kW, depending on what version of Supercharger is installed. NIO is following a different approach, offering a battery-as-a-service solution to its customers. NIO owners can get their battery switched out to a fully-charged battery at NIO's stations, a process that takes a couple of minutes and is thus significantly quicker compared to the regular EV charging offered by Tesla and other EV players. BaaS thus has advantages when it comes to the time it takes for a charge/swap, but it should be noted that Tesla's Superchargers are way more common around the world compared to NIO's battery-swapping stations. Rolling out that feature in additional markets will require large capital expenditures, but NIO's offering is a unique selling point compared to what all other EV players, including Tesla, are offering. It remains to be seen whether that will ultimately pay off, but this could become a major advantage for NIO as competition in the EV space is heating up.\nSize, growth, and valuation\nThe two companies differ significantly in size, both when it comes to revenues and vehicle sales, as well as when it comes to the market value of the two companies. NIO has delivered22,000 vehicles in Q2, up 112% year over year, for an annual pace of around 90,000 vehicles. Tesla, meanwhile, has delivered 201,000 vehicles during Q2, up from 103,000 vehicles delivered during Q2 2020. This is strong growth on a year-over-year basis, although slightly below 100%, and thus below the growth rate that NIO is generating for now.\nTesla delivers around 9x as many vehicles compared to NIO per quarter, when we look at the market capitalizations of the two companies, we see that the ratio is almost exactly the same, as Tesla's market cap of $640 billion is ~9x as high as that of NIO, at $72 billion. At similar growth rates, that would make perfect sense, but it looks like NIO might be the better deal for now, as it trades at a comparable valuation while generating better growth. This will be especially true in the coming quarters, where Tesla's growth is expected to slow down:\nData by YCharts\nTesla is forecasted to grow its revenue from $49 billion in 2021 to $83 billion in 2023, for an annual growth rate of 30%. NIO, meanwhile, is expected to see its revenue explode upwards from $5.4 billion to $12.8 billion between 2021 and 2023, for an annual growth rate of 54%. NIO is thus expected to grow way faster than Tesla over the next two years, on a relative basis. This shouldn't be a surprise, to be honest, as the law of large numbers dictates that maintaining massive growth rates becomes increasingly hard for a company the bigger it gets, and Tesla seems to have hit that point by now -- adding 50%+ a year to its top line will not be possible forever. This isn't even necessarily Tesla's fault, in fact, many high-quality growth companies have experienced the same. But investors should still consider this important fact -- Tesla's growth in coming years will be less exciting compared to what we have seen in the past, and peers, such as NIO, are growing faster.\nThe same holds true when we take a longer-term view. Revenue estimates for 2025 rest at$22.6 billionfor NIO, up another 80% from the 2023 estimate, and up 320% from what analysts are forecasting for 2021. Tesla, meanwhile, is forecasted to generate revenues of $122.5 billion in 2025 -- a large number, but up by a comparatively weak 48% from 2023, and up by a total of 150% versus 2021. Between 2021 and 2025, NIO will thus 4x its revenue, while Tesla will 2.5x its revenue in the same time span -- a meaningful difference that should, all else equal, allow for a premium valuation for NIO, in the same way Tesla deserves a premium valuation versus legacy players such as Volkswagen (OTCPK:VWAGY).\nLooking at revenue estimates for 2025 relative to how the two companies are valued today, we see that NIO trades at 3.2x 2025 sales, while the 2025 sales multiple for Tesla is 5.2. For a long-term oriented investor, NIO thus seems like the better value today, thanks to the fact that it is trading at a significantly lower sales multiple when we take a look into the future. This does not necessarily mean that NIO is cheap, however, as even a 3.2x 2025 sales multiple is relatively high compared to how legacy auto companies are valued. NIO is looking less expensive than Tesla, however, even if its shares are not cheap on an absolute basis.\nCan NIO Be Worth As Much As Tesla?\nThe answer to that depends on what time frame you are looking at. Today, NIO is significantly smaller than Tesla and thus rightfully trades at a way smaller market cap. It should also be noted that there is no guarantee that Tesla's shares are a great example of how an EV company should be valued -- it is, at least, possible that its shares are significantly overpriced today, I personally believe that as well (Note that some will argue that shares are underpriced, which is also among the possibilities, although I do not hold that belief personally).\nWhen we do, for a moment, assume that Tesla is correctly valued today and that EV companies do deserve a market cap in the $600 billion range when they sell about 800,000 vehicles a year, then NIO could eventually hit that as well, although not in the near term. NIO will sell about 90,000 vehicles this year, and that amount should grow to about 400,000 in 2025. If NIO were to grow its sales by 15% a year beyond that point, it could sell around 800,000 cars in 2030, or 9 years from now. If one wants to assume faster growth, the 800,000 vehicles a year line could also be crossed before 2030, e.g. in 2028 or 2029. If we do go with 2030 for now, then NIO could, at a similar deliveries-to-market capitalization ratio to Tesla, be valued at $600+ billion in 2030. In other words, NIO could be worth as much as Tesla (today) in nine years, when we assume that current growth projections are realistic and that a Tesla-like valuation is appropriate. Those are two major ifs, of course, and especially the second point is far from certain, I believe. I personally would not be too surprised to see Tesla's valuation compress, and thus NIO could trade well below the $600 billion market cap level in 2030, even if it continues to grow meaningfully. It is also possible that NIO's growth disappoints and that current projections are too bullish, although I think that NIO is well-positioned for growth thanks to its unique BaaS model and its strong brand that is especially well-recognized in its home market.\nIt should also be noted that Tesla's market cap in 2030 could be very different from $600 billion, thus even in case NIO hits that level, it is not at all guaranteed that the two companies will have a similar market cap. Tesla might be valued at a way higher valuation by then, e.g. if the ARK model is right (something I personally think is unlikely). To answer the above question, one could thus say that NIO might be worth hundreds of billions of dollars, like Tesla, in 8-10 years, but that is not at all guaranteed. And even if that were to happen, Tesla might be worth significantly more by then.\nIs NIO A Good Stock To Buy Or Sell Now?\nWhen considering NIO as an investment, it doesn't really matter all that much whether it will become as large or highly valued as Tesla eventually. Instead, investors should ask themselves what total returns they can expect over the next couple of years, and whether those expected returns are high enough relative to the risks in NIO's business model. Regarding those risks, one should mention the fact that the company isn't profitable yet, which means that NIO is dependent on cash on its balance sheet for growth investments. On top of that, competition in the EV space is growing, and market share battles could pressure margins in coming years, although NIO seems relatively well-positioned thanks to its battery-swapping, which is, I believe, a strong USP. Last but not least, the company's dependence on its home market China is a potential risk that should be kept in mind, although it should also be noted that, for now, it seems like the Chinese government is very accommodating to Chinese EV companies.\nOne could argue that valuations across the whole EV industry are too high, relative to how legacy auto companies are valued. Even those legacy players with attractive EV offerings such as Volkswagen or Ford trade at huge discounts compared to EV pureplays. But if one wants to invest in an EV pureplay, NIO doesn't seem like a bad choice. The company combines a strong brand, a unique BaaS offering, high growth rates, and shares trade at a discount compared to how the EV king Tesla is valued. At a little above 3x 2025 revenue, NIO does not seem overly expensive relative to other EV pureplays, although this still represents a premium versus legacy players, of course. If NIO manages to execute well and continues to roll out new models that are well-received by consumers, its shares could have significant upside potential in the long run. If EV stocks ever become an out-of-favor investment, NIO stock also could have considerable downside, however, this thus is not a low-risk pick. Depending on your risk tolerance, NIO could still be of value if you want a high-growth EV pureplay.","news_type":1,"symbols_score_info":{"TSLA":0.9,"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":980,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3582226472907626","authorId":"3582226472907626","name":"xemrunx","avatar":"https://static.tigerbbs.com/583e20a7b5e43659d8c6d8defff45140","crmLevel":12,"crmLevelSwitch":1,"authorIdStr":"3582226472907626","idStr":"3582226472907626"},"content":"If NIO can produce cheap EV, everybody will buy.","text":"If NIO can produce cheap EV, everybody will buy.","html":"If NIO can produce cheap EV, everybody will buy."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":174117455,"gmtCreate":1627085811577,"gmtModify":1703483880152,"author":{"id":"3570346638758209","authorId":"3570346638758209","name":"T2021B","avatar":"https://static.tigerbbs.com/97ab3d03fa17b723ad669f03ac2f7403","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570346638758209","idStr":"3570346638758209"},"themes":[],"htmlText":"To the moon","listText":"To the moon","text":"To the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/174117455","repostId":"1191636755","repostType":4,"repost":{"id":"1191636755","kind":"news","pubTimestamp":1627084309,"share":"https://ttm.financial/m/news/1191636755?lang=en_US&edition=fundamental","pubTime":"2021-07-24 07:51","market":"us","language":"en","title":"Tesla Earnings Are Coming. Here’s the One Number That Matters.","url":"https://stock-news.laohu8.com/highlight/detail?id=1191636755","media":"Barrons","summary":"Tesla’s second-quarter earnings are just around the corner, and investors should gear up for a likel","content":"<p>Tesla’s second-quarter earnings are just around the corner, and investors should gear up for a likely very complicated report.</p>\n<p>There are a lot of moving parts, even more than usual for the world’s most valuable car company and its iconoclast CEO Elon Musk. Figuring out if the stock will go up or down, however, shouldn’t be all that difficult.</p>\n<p>The EV pioneer will report after the close of trading on Monday,July 26. Wall Street is looking for&nbsp;Tesla to report about 94 cents in per-share earnings from $11.5 billion in sales, according to FactSet. Beating analyst estimates is important, almost required, for any stock to remain stable in post-earnings trading. That’s true for Tesla as well.</p>\n<p>There are plenty of factors that will contribute to bottom-line earnings—the global&nbsp;semiconductor&nbsp;shortage,vehicle pricing, vehicle gross profit margins, and the level of profitability in Tesla’s battery storage business. In the end, however, investors will want to see a record in operating profits—no matter how it happens. That’s what could break shares out of their recent range.</p>\n<p><img src=\"https://static.tigerbbs.com/eb9cfd5cbe6d36d06167f82af45447d1\" tg-width=\"869\" tg-height=\"580\" width=\"100%\" height=\"auto\"></p>\n<p>Tesla reported more than $800 million in operating profits in the 2020 third quarter, and the stock more than doubled to around $860 in the three-month span that followed. But since operating profit growth largely paused in the subsequent quarters, shares have traded down from roughly $860 to around $640 recently. Profit stagnation has meant stock stagnation, too.</p>\n<p>The good news for Tesla bulls is Wall Street is projecting a fresh record: Operating profit is expected to be $835 million for the second quarter, driven by strong deliveries. The 2021 second quarter marked the first time Tesla delivered&nbsp;more than 200,000&nbsp;vehicles in a single quarter.</p>\n<p>After earnings are digested, there should be endless arguments among bulls and bears about the quality of earnings. For instance, one way Tesla generates sales is by selling regulatory credits—which it earns by producing more than its fair share of electric vehicles. The company generated $518 million in first-quarter credit sales, which helped Tesla&nbsp;beat earnings&nbsp;estimates. There is always debate about what is the “normal” amount of credit sales and when will those sales dry up. Eventually, both the bulls and bears expect other auto makers to sell their own EVs, cutting off that source of revenue for Tesla.</p>\n<p>There is also the issue&nbsp;of Bitcoin. Tesla recognized a small gain on its Bitcoin holdings in the first quarter, but the cryptocurrency’s prices have fallen by roughly half since their April peak. That means there is a chance of a small loss. How investors react is anyone’s guess, but don’t expect Tesla to sell out of its Bitcoin position. Musk continues to indicate his company will transact in the cryptocurrency when Bitcoin mining uses more sustainable power.</p>\n<p>Investors will also want to know when Tesla’s new Germany plant and Austin, Texas facility will start delivering cars. The Austin plant will build Tesla’s&nbsp;Cybertruck. There will also likely be questions about advances in Tesla’s driver-assistance functions—the company recently started selling its driver-assistance software&nbsp;as a subscription—and how much money the company could make from its charging network. Musk tweeted this week Tesla would open its&nbsp;charging network&nbsp;to other EVs down the road.</p>\n<p>All those topics and more should come up on the earningsconference callscheduled for 5:30 p.m. ET on Monday. Year to date, Tesla stock is down roughly 9%, trailing behind comparable 17% and 15% respective gains of theS&amp;P 500andDow Jones Industrial Average.Still, Tesla shares have had a strong run, up about 112% over the past 12 months.</p>","source":"lsy1601382232898","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>Tesla Earnings Are Coming. Here’s the One Number That Matters.</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\">\nTesla Earnings Are Coming. Here’s the One Number That Matters.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-24 07:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/tesla-stock-earnings-preview-51627061822?mod=hp_DAY_Theme_2_1><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla’s second-quarter earnings are just around the corner, and investors should gear up for a likely very complicated report.\nThere are a lot of moving parts, even more than usual for the world’s ...</p>\n\n<a href=\"https://www.barrons.com/articles/tesla-stock-earnings-preview-51627061822?mod=hp_DAY_Theme_2_1\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/tesla-stock-earnings-preview-51627061822?mod=hp_DAY_Theme_2_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191636755","content_text":"Tesla’s second-quarter earnings are just around the corner, and investors should gear up for a likely very complicated report.\nThere are a lot of moving parts, even more than usual for the world’s most valuable car company and its iconoclast CEO Elon Musk. Figuring out if the stock will go up or down, however, shouldn’t be all that difficult.\nThe EV pioneer will report after the close of trading on Monday,July 26. Wall Street is looking for Tesla to report about 94 cents in per-share earnings from $11.5 billion in sales, according to FactSet. Beating analyst estimates is important, almost required, for any stock to remain stable in post-earnings trading. That’s true for Tesla as well.\nThere are plenty of factors that will contribute to bottom-line earnings—the global semiconductor shortage,vehicle pricing, vehicle gross profit margins, and the level of profitability in Tesla’s battery storage business. In the end, however, investors will want to see a record in operating profits—no matter how it happens. That’s what could break shares out of their recent range.\n\nTesla reported more than $800 million in operating profits in the 2020 third quarter, and the stock more than doubled to around $860 in the three-month span that followed. But since operating profit growth largely paused in the subsequent quarters, shares have traded down from roughly $860 to around $640 recently. Profit stagnation has meant stock stagnation, too.\nThe good news for Tesla bulls is Wall Street is projecting a fresh record: Operating profit is expected to be $835 million for the second quarter, driven by strong deliveries. The 2021 second quarter marked the first time Tesla delivered more than 200,000 vehicles in a single quarter.\nAfter earnings are digested, there should be endless arguments among bulls and bears about the quality of earnings. For instance, one way Tesla generates sales is by selling regulatory credits—which it earns by producing more than its fair share of electric vehicles. The company generated $518 million in first-quarter credit sales, which helped Tesla beat earnings estimates. There is always debate about what is the “normal” amount of credit sales and when will those sales dry up. Eventually, both the bulls and bears expect other auto makers to sell their own EVs, cutting off that source of revenue for Tesla.\nThere is also the issue of Bitcoin. Tesla recognized a small gain on its Bitcoin holdings in the first quarter, but the cryptocurrency’s prices have fallen by roughly half since their April peak. That means there is a chance of a small loss. How investors react is anyone’s guess, but don’t expect Tesla to sell out of its Bitcoin position. Musk continues to indicate his company will transact in the cryptocurrency when Bitcoin mining uses more sustainable power.\nInvestors will also want to know when Tesla’s new Germany plant and Austin, Texas facility will start delivering cars. The Austin plant will build Tesla’s Cybertruck. There will also likely be questions about advances in Tesla’s driver-assistance functions—the company recently started selling its driver-assistance software as a subscription—and how much money the company could make from its charging network. Musk tweeted this week Tesla would open its charging network to other EVs down the road.\nAll those topics and more should come up on the earningsconference callscheduled for 5:30 p.m. ET on Monday. Year to date, Tesla stock is down roughly 9%, trailing behind comparable 17% and 15% respective gains of theS&P 500andDow Jones Industrial Average.Still, Tesla shares have had a strong run, up about 112% over the past 12 months.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":622,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":184646543167632,"gmtCreate":1686104104861,"gmtModify":1686104108949,"author":{"id":"3570346638758209","authorId":"3570346638758209","name":"T2021B","avatar":"https://static.tigerbbs.com/97ab3d03fa17b723ad669f03ac2f7403","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570346638758209","idStr":"3570346638758209"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$&nbsp;</a>Airline ticket is so expensive , travelling to Australia price can fly to Europe 2x . SQ will continue to benefit and hit record high earning, buy during the pandemic and wait for $10","listText":"<a href=\"https://ttm.financial/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$&nbsp;</a>Airline ticket is so expensive , travelling to Australia price can fly to Europe 2x . SQ will continue to benefit and hit record high earning, buy during the pandemic and wait for $10","text":"$SINGAPORE AIRLINES LTD(C6L.SI)$ Airline ticket is so expensive , travelling to Australia price can fly to Europe 2x . SQ will continue to benefit and hit record high earning, buy during the pandemic and wait for $10","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/184646543167632","isVote":1,"tweetType":1,"viewCount":3126,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9092466788,"gmtCreate":1644715238667,"gmtModify":1676533954988,"author":{"id":"3570346638758209","authorId":"3570346638758209","name":"T2021B","avatar":"https://static.tigerbbs.com/97ab3d03fa17b723ad669f03ac2f7403","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570346638758209","idStr":"3570346638758209"},"themes":[],"htmlText":"Bad","listText":"Bad","text":"Bad","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9092466788","repostId":"2211524630","repostType":4,"repost":{"id":"2211524630","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1644700320,"share":"https://ttm.financial/m/news/2211524630?lang=en_US&edition=fundamental","pubTime":"2022-02-13 05:12","market":"us","language":"en","title":"What a Russian Invasion of Ukraine Would Mean for Markets as Biden Warns Putin of 'Severe Costs'","url":"https://stock-news.laohu8.com/highlight/detail?id=2211524630","media":"Dow Jones","summary":"Investors on Friday got a taste of the sort of market shock that could come if Russia invades Ukraine.The spark came as Jake Sullivan, the White House national security adviser, warned Friday afternoo","content":"<html><head></head><body><p>Investors on Friday got a taste of the sort of market shock that could come if Russia invades Ukraine.</p><p>The spark came as Jake Sullivan, the White House national security adviser, warned Friday afternoon that Russia could attack Ukraine &#34;any day now,&#34; with Russia&#39;s military prepared to begin an invasion if ordered by Russian President Vladimir Putin.</p><p>U.S. stocks extended a selloff to end sharply lower, with the Dow Jones Industrial Average  dropping more than 500 points and the S&amp;P 500  sinking 1.9%; oil futures surged to a seven-year high that has crude within hailing distance of $100 a barrel; and a round of buying interest in traditional safe-haven assets pulled down Treasury yields while lifting gold, the U.S. dollar  and the Japanese yen .</p><p>Putin and U.S. President Joe Biden spoke by telephone Saturday in a bid to de-escalate the crisis. The White House said Biden &#34;was clear that, if Russia undertakes a further invasion of Ukraine, the United States together with our allies and partners will respond decisively and impose swift and severe costs on Russia.&#34;</p><p>Analysts and investors have debated the lasting effects of an invasion on financial markets. Here&#39;s what investors need to know:</p><p><b>Energy prices set to surge</b></p><p>Energy prices are expected to soar in the event of an invasion, likely sending the price of crude above the $100-a-barrel threshold for the first time since 2014.</p><p>&#34;I think if a war breaks out between Russia and Ukraine, $100 a barrel will be almost assured,&#34; Phil Flynn, market analyst at Price Futures Group, told MarketWatch. U.S. benchmark oil futures  ended at a seven-year high of $93.10 on Friday, while Brent crude ,&#34; the global benchmark closed at $94.44 a barrel.</p><p>&#34;More than likely we will spike hard and then drop. The $100-a-barrel area is more likely because inventories are tightest they have been in years,&#34; Flynn said, explaining that a monthly report Friday from the International Energy Agency warning that the crude market was set to tighten further makes any potential supply disruption &#34;all that more ominous.&#34;</p><p>Beyond crude, Russia&#39;s role as a key supplier of natural gas to Western Europe could send prices in the region soaring. Overall, spiking energy prices in Europe and around the world would be the most likely way a Russian invasion would stoke volatility across financial markets, analysts said.</p><p><b>Fed vs. flight to quality</b></p><p>Treasurys are among the most popular havens for investors during bouts of geopolitical uncertainty, so it was no surprise to see yields slide across the curve Friday afternoon. Treasury yields, which move the opposite direction of prices, were vulnerable to a pullback after surging Thursday in the wake of a hotter-than-expected January inflation report that saw traders price in aggressive rate increases by the Federal Reserve beginning with a potential half-point hike in March.</p><p>Analysts and investors debated how fighting in Ukraine could affect the Federal Reserve&#39;s plans for tightening monetary policy.</p><p>If Ukraine is attacked &#34;it adds more credence to our view that the Fed will be more dovish than the market currently believes as the war would make the outlook even more uncertain,&#34; said Jay Hatfield, chief investment officer at Infrastructure Capital Management, in emailed comments.</p><p>Others argued that a jump in energy prices would be likely to underline the Fed&#39;s worries over inflation.</p><p><b>Stocks and geopolitics</b></p><p>Uncertainty and the resulting volatility could make for more rough sledding for stocks in the near term, but analysts noted that U.S. equities have tended to get over geopolitical shocks relatively quickly.</p><p>&#34;You can&#39;t minimize what today&#39;s news could mean on that part of the world and the people impacted, but from an investment point of view we need to remember that major geopolitical events historically haven&#39;t moved stocks much,&#34; said Ryan Detrick, chief market strategist at LPL Financial, in a note, pointing to the chart below:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a5061dae5cb70d1704dc703f73fd77f6\" tg-width=\"700\" tg-height=\"321\" referrerpolicy=\"no-referrer\"/><span>LPL Financial</span></p><p>Indeed, the takeaway from past geopolitical crises may be that it&#39;s best not to sell into a panic, wrote MarketWatch columnist Mark Hulbert in September.</p><p>He noted data compiled by Ned Davis Research examining the 28 worst political or economic crises over the six decades before the 9/11 attacks in 2001. In 19 cases, the Dow was higher six months after the crisis began. The average six-month gain following all 28 crises was 2.3%. In the aftermath of 9/11, which left markets closed for several days, the Dow fell 17.5% at its low but recovered to trade above its Sept. 10 level by Oct. 26, six weeks later.</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>What a Russian Invasion of Ukraine Would Mean for Markets as Biden Warns Putin of 'Severe Costs'</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\">\nWhat a Russian Invasion of Ukraine Would Mean for Markets as Biden Warns Putin of 'Severe Costs'\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-02-13 05:12</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Investors on Friday got a taste of the sort of market shock that could come if Russia invades Ukraine.</p><p>The spark came as Jake Sullivan, the White House national security adviser, warned Friday afternoon that Russia could attack Ukraine &#34;any day now,&#34; with Russia&#39;s military prepared to begin an invasion if ordered by Russian President Vladimir Putin.</p><p>U.S. stocks extended a selloff to end sharply lower, with the Dow Jones Industrial Average  dropping more than 500 points and the S&amp;P 500  sinking 1.9%; oil futures surged to a seven-year high that has crude within hailing distance of $100 a barrel; and a round of buying interest in traditional safe-haven assets pulled down Treasury yields while lifting gold, the U.S. dollar  and the Japanese yen .</p><p>Putin and U.S. President Joe Biden spoke by telephone Saturday in a bid to de-escalate the crisis. The White House said Biden &#34;was clear that, if Russia undertakes a further invasion of Ukraine, the United States together with our allies and partners will respond decisively and impose swift and severe costs on Russia.&#34;</p><p>Analysts and investors have debated the lasting effects of an invasion on financial markets. Here&#39;s what investors need to know:</p><p><b>Energy prices set to surge</b></p><p>Energy prices are expected to soar in the event of an invasion, likely sending the price of crude above the $100-a-barrel threshold for the first time since 2014.</p><p>&#34;I think if a war breaks out between Russia and Ukraine, $100 a barrel will be almost assured,&#34; Phil Flynn, market analyst at Price Futures Group, told MarketWatch. U.S. benchmark oil futures  ended at a seven-year high of $93.10 on Friday, while Brent crude ,&#34; the global benchmark closed at $94.44 a barrel.</p><p>&#34;More than likely we will spike hard and then drop. The $100-a-barrel area is more likely because inventories are tightest they have been in years,&#34; Flynn said, explaining that a monthly report Friday from the International Energy Agency warning that the crude market was set to tighten further makes any potential supply disruption &#34;all that more ominous.&#34;</p><p>Beyond crude, Russia&#39;s role as a key supplier of natural gas to Western Europe could send prices in the region soaring. Overall, spiking energy prices in Europe and around the world would be the most likely way a Russian invasion would stoke volatility across financial markets, analysts said.</p><p><b>Fed vs. flight to quality</b></p><p>Treasurys are among the most popular havens for investors during bouts of geopolitical uncertainty, so it was no surprise to see yields slide across the curve Friday afternoon. Treasury yields, which move the opposite direction of prices, were vulnerable to a pullback after surging Thursday in the wake of a hotter-than-expected January inflation report that saw traders price in aggressive rate increases by the Federal Reserve beginning with a potential half-point hike in March.</p><p>Analysts and investors debated how fighting in Ukraine could affect the Federal Reserve&#39;s plans for tightening monetary policy.</p><p>If Ukraine is attacked &#34;it adds more credence to our view that the Fed will be more dovish than the market currently believes as the war would make the outlook even more uncertain,&#34; said Jay Hatfield, chief investment officer at Infrastructure Capital Management, in emailed comments.</p><p>Others argued that a jump in energy prices would be likely to underline the Fed&#39;s worries over inflation.</p><p><b>Stocks and geopolitics</b></p><p>Uncertainty and the resulting volatility could make for more rough sledding for stocks in the near term, but analysts noted that U.S. equities have tended to get over geopolitical shocks relatively quickly.</p><p>&#34;You can&#39;t minimize what today&#39;s news could mean on that part of the world and the people impacted, but from an investment point of view we need to remember that major geopolitical events historically haven&#39;t moved stocks much,&#34; said Ryan Detrick, chief market strategist at LPL Financial, in a note, pointing to the chart below:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a5061dae5cb70d1704dc703f73fd77f6\" tg-width=\"700\" tg-height=\"321\" referrerpolicy=\"no-referrer\"/><span>LPL Financial</span></p><p>Indeed, the takeaway from past geopolitical crises may be that it&#39;s best not to sell into a panic, wrote MarketWatch columnist Mark Hulbert in September.</p><p>He noted data compiled by Ned Davis Research examining the 28 worst political or economic crises over the six decades before the 9/11 attacks in 2001. In 19 cases, the Dow was higher six months after the crisis began. The average six-month gain following all 28 crises was 2.3%. In the aftermath of 9/11, which left markets closed for several days, the Dow fell 17.5% at its low but recovered to trade above its Sept. 10 level by Oct. 26, six weeks later.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2211524630","content_text":"Investors on Friday got a taste of the sort of market shock that could come if Russia invades Ukraine.The spark came as Jake Sullivan, the White House national security adviser, warned Friday afternoon that Russia could attack Ukraine \"any day now,\" with Russia's military prepared to begin an invasion if ordered by Russian President Vladimir Putin.U.S. stocks extended a selloff to end sharply lower, with the Dow Jones Industrial Average  dropping more than 500 points and the S&P 500  sinking 1.9%; oil futures surged to a seven-year high that has crude within hailing distance of $100 a barrel; and a round of buying interest in traditional safe-haven assets pulled down Treasury yields while lifting gold, the U.S. dollar  and the Japanese yen .Putin and U.S. President Joe Biden spoke by telephone Saturday in a bid to de-escalate the crisis. The White House said Biden \"was clear that, if Russia undertakes a further invasion of Ukraine, the United States together with our allies and partners will respond decisively and impose swift and severe costs on Russia.\"Analysts and investors have debated the lasting effects of an invasion on financial markets. Here's what investors need to know:Energy prices set to surgeEnergy prices are expected to soar in the event of an invasion, likely sending the price of crude above the $100-a-barrel threshold for the first time since 2014.\"I think if a war breaks out between Russia and Ukraine, $100 a barrel will be almost assured,\" Phil Flynn, market analyst at Price Futures Group, told MarketWatch. U.S. benchmark oil futures  ended at a seven-year high of $93.10 on Friday, while Brent crude ,\" the global benchmark closed at $94.44 a barrel.\"More than likely we will spike hard and then drop. The $100-a-barrel area is more likely because inventories are tightest they have been in years,\" Flynn said, explaining that a monthly report Friday from the International Energy Agency warning that the crude market was set to tighten further makes any potential supply disruption \"all that more ominous.\"Beyond crude, Russia's role as a key supplier of natural gas to Western Europe could send prices in the region soaring. Overall, spiking energy prices in Europe and around the world would be the most likely way a Russian invasion would stoke volatility across financial markets, analysts said.Fed vs. flight to qualityTreasurys are among the most popular havens for investors during bouts of geopolitical uncertainty, so it was no surprise to see yields slide across the curve Friday afternoon. Treasury yields, which move the opposite direction of prices, were vulnerable to a pullback after surging Thursday in the wake of a hotter-than-expected January inflation report that saw traders price in aggressive rate increases by the Federal Reserve beginning with a potential half-point hike in March.Analysts and investors debated how fighting in Ukraine could affect the Federal Reserve's plans for tightening monetary policy.If Ukraine is attacked \"it adds more credence to our view that the Fed will be more dovish than the market currently believes as the war would make the outlook even more uncertain,\" said Jay Hatfield, chief investment officer at Infrastructure Capital Management, in emailed comments.Others argued that a jump in energy prices would be likely to underline the Fed's worries over inflation.Stocks and geopoliticsUncertainty and the resulting volatility could make for more rough sledding for stocks in the near term, but analysts noted that U.S. equities have tended to get over geopolitical shocks relatively quickly.\"You can't minimize what today's news could mean on that part of the world and the people impacted, but from an investment point of view we need to remember that major geopolitical events historically haven't moved stocks much,\" said Ryan Detrick, chief market strategist at LPL Financial, in a note, pointing to the chart below:LPL FinancialIndeed, the takeaway from past geopolitical crises may be that it's best not to sell into a panic, wrote MarketWatch columnist Mark Hulbert in September.He noted data compiled by Ned Davis Research examining the 28 worst political or economic crises over the six decades before the 9/11 attacks in 2001. In 19 cases, the Dow was higher six months after the crisis began. The average six-month gain following all 28 crises was 2.3%. In the aftermath of 9/11, which left markets closed for several days, the Dow fell 17.5% at its low but recovered to trade above its Sept. 10 level by Oct. 26, six weeks later.","news_type":1,"symbols_score_info":{".DJI":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":1145,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9007225146,"gmtCreate":1642910491762,"gmtModify":1676533757153,"author":{"id":"3570346638758209","authorId":"3570346638758209","name":"T2021B","avatar":"https://static.tigerbbs.com/97ab3d03fa17b723ad669f03ac2f7403","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570346638758209","idStr":"3570346638758209"},"themes":[],"htmlText":"To the moon","listText":"To the moon","text":"To the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9007225146","repostId":"2205248240","repostType":4,"repost":{"id":"2205248240","kind":"highlight","pubTimestamp":1642898373,"share":"https://ttm.financial/m/news/2205248240?lang=en_US&edition=fundamental","pubTime":"2022-01-23 08:39","market":"us","language":"en","title":"Here's Why SoFi's Long-Awaited Bank Charter Will Make the Business Better","url":"https://stock-news.laohu8.com/highlight/detail?id=2205248240","media":"Motley Fool","summary":"Regulators have granted SoFi conditional approval on its application to become a bank.","content":"<div>\n<p>After a difficult few months for the stock, SoFi (NASDAQ:SOFI) shareholders got some welcome news recently when regulators approved the company's application to become a bank. Now, SoFi will be able ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/22/why-sofi-bank-charter-makes-business-better/\">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>Here's Why SoFi's Long-Awaited Bank Charter Will Make the Business Better</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\">\nHere's Why SoFi's Long-Awaited Bank Charter Will Make the Business Better\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-23 08:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/01/22/why-sofi-bank-charter-makes-business-better/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>After a difficult few months for the stock, SoFi (NASDAQ:SOFI) shareholders got some welcome news recently when regulators approved the company's application to become a bank. Now, SoFi will be able ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/22/why-sofi-bank-charter-makes-business-better/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4535":"淡马锡持仓","BK4166":"消费信贷","BK4551":"寇图资本持仓","SOFI":"SoFi Technologies Inc.","BK4549":"软银资本持仓"},"source_url":"https://www.fool.com/investing/2022/01/22/why-sofi-bank-charter-makes-business-better/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2205248240","content_text":"After a difficult few months for the stock, SoFi (NASDAQ:SOFI) shareholders got some welcome news recently when regulators approved the company's application to become a bank. Now, SoFi will be able to complete its previously announced acquisition of Golden Pacific Bancorp and become a bank holding company.SoFi plans to capitalize the bank with $750 million, and the bank will have $5.3 billion of assets once the deal with Golden Pacific closes, which is expected to happen in February. Following the news of the bank charter, SoFi's stock shot up.Here's why SoFi's long-awaited bank charter will improve the company's operations.Image source: Getty Images.Streamlining operationsDespite competing in the banking space, many fintech companies start as tech companies and do not have a formal banking license -- they are not easy to obtain. So, most fintechs tend to partner with licensed banks to do things like hold the deposits they gather from their members (unlicensed banks can't hold deposits on their balance sheet) and originate loans for them in some cases. This typically involves some kind of revenue share. Additionally, because banks can't use deposits to fund loan originations, they have to use higher-cost funding.One of the main benefits of the bank charter will be enabling SoFi to lower its interest expense, which is the interest SoFi pays on the debt it uses to fund assets such as loans. According to its recent regulatory filing, the company's current funding sources for originations include securitization debt and funding from warehouse facilities. SoFi pays interest on this funding of nearly 4% and 1.6%, respectively. This funding is also not as reliable in certain market conditions. Currently, most savings and checking accounts pay out very little interest, and even a lot of high-yield savings accounts pay much less interest than these higher-cost sources.With the bank charter, SoFi will be able to transfer all of the deposits in its cash management SoFi Money product that it currently sends to a partner bank back into SoFi to hold. SoFi Money accounts topped 1.16 million at the end of the third quarter, so they should offer a decent source of funding that will also grow in the future. This will significantly lower SoFi's cost of funding loan originations, or it can maintain both sources if it needs them to grow.Additionally, having a bank charter will make it easier for SoFi to hold loans on its balance sheet, whether that means holding loans for longer periods or to completion. Most fintech consumer lenders sell loans they originate right away to an investor or bank for a fee. But when you hold a loan on the balance sheet, you can collect interest payments every month, and that loan ends up being more profitable over its life, as long as it doesn't go into default.With a bank charter, SoFi will have more clarity from a regulatory perspective on its operations. It is also another signal to investors that SoFi is a trustworthy lender. While the company has a good reputation, given that it has been originating loans for several years now, I think investors see it as a good sign that a fintech company is willing to take some risk on its balance sheet, although I am not yet sure how long SoFi plans to hold its loans.In its first presentation, management showed the impact of the bank charter on earnings before interest, taxes, depreciation, and amortization (EBITDA). While the numbers have likely changed, as this presentation is now roughly a year old, I think this is illustrative of how helpful the bank charter can be.SoFi January 2021 investor presentation.Hitting a key milestoneWhile the bank charter has been long anticipated, there was some question over it, given some of the regulatory uncertainty in the banking arena in Washington over the past few months. It is also no easy feat for any fintech to obtain a bank charter. The charter will make the deposits that SoFi gathers much more valuable and greatly help the unit economics in its lending division. Ultimately, expect revenue and EBITDA to be higher this year and going forward with the bank charter now secured.","news_type":1,"symbols_score_info":{"SOFI":1}},"isVote":1,"tweetType":1,"viewCount":1063,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9961910000,"gmtCreate":1668817888401,"gmtModify":1676538116976,"author":{"id":"3570346638758209","authorId":"3570346638758209","name":"T2021B","avatar":"https://static.tigerbbs.com/97ab3d03fa17b723ad669f03ac2f7403","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570346638758209","idStr":"3570346638758209"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9961910000","repostId":"2284706212","repostType":4,"repost":{"id":"2284706212","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":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1668806827,"share":"https://ttm.financial/m/news/2284706212?lang=en_US&edition=fundamental","pubTime":"2022-11-19 05:27","market":"us","language":"en","title":"US STOCKS-S&P 500 Ends Higher, Led By Defensive Shares","url":"https://stock-news.laohu8.com/highlight/detail?id=2284706212","media":"Reuters","summary":"(Reuters) - Wall Street's benchmark S&P 500 index ended higher on Friday in a choppy trading session","content":"<html><head></head><body><p>(Reuters) - Wall Street&#39;s benchmark S&amp;P 500 index ended higher on Friday in a choppy trading session, as gains in defensive shares overshadowed energy declines, and investors shrugged off hawkish comments from Federal Reserve officials about interest rate hikes.</p><p>Federal Reserve Bank of Boston leader Susan Collins said that, with little evidence price pressures are waning, the Fed may need to deliver another 75-basis point rate hike as it seeks to get inflation under control.</p><p>On Thursday, St. Louis Fed President James Bullard set off equity declines when he said the Fed needs to keep raising interest rates given that its tightening so far &#34;had only limited effects on observed inflation.&#34;</p><p>With Collins and then Bullard &#34;we have had some very hawkish talk, but the market has really taken it in stride,&#34; said Keith Lerner, co-chief investment officer at Trust Advisory Services. &#34;It hasn’t hit the market to the downside like it has in the past.&#34;</p><p>The Dow Jones Industrial Average rose 199.37 points, or 0.59%, to 33,745.69, the S&amp;P 500 gained 18.78 points, or 0.48%, to 3,965.34 and the Nasdaq Composite added 1.11 points, or 0.01%, to 11,146.06.</p><p>For the week, the S&amp;P 500 fell 0.7%, retreating modestly  after a strong month-long rally spurred by softer-than-expected inflation data that sparked hopes the central bank could temper its market-punishing rate hikes.</p><p>The Nasdaq fell 1.6% for the week, while the Dow was basically unchanged.</p><p>&#34;Markets are in a bit of a holding pattern&#34; ahead of employment and other economic data, said Lauren Goodwin, economist and portfolio strategist at New York Life Investments.</p><p>&#34;What is driving all equities of course is Fed policy and the gravitational force that rising interest rates have on the equity complex as a whole,&#34; Goodwin said. &#34;We are not likely to see any real evidence in terms of potentially declining wage pressure or inflation pressure for another couple of weeks.”</p><p>Defensive groups led the way among S&amp;P 500 sectors, with utilities up 2%, real estate rising 1.3% and healthcare 1.2% higher.</p><p>The energy sector fell 0.9%, as oil prices dropped, stemming from concern about weakened demand in China and further increases to U.S. interest rates.</p><p>In company news, shares of gay dating app Grindr skyrocketed about 214% in their market debut after the company completed its merger with a special-purpose acquisition company.</p><p>Gap Inc shares rose 7.6% after the company beat Wall Street estimates for quarterly sales and profit.</p><p>Shares of <a href=\"https://laohu8.com/S/LYV\">Live Nation Entertainment</a> slumped 7.8% after The New York Times reported that the U.S. Justice Department was investigating whether the Ticketmaster parent had abused its power over the multibillion-dollar live music industry.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 1.54-to-1 ratio; on Nasdaq, a 1.13-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted 8 new 52-week highs and 3 new lows; the Nasdaq Composite recorded 62 new highs and 141 new lows.</p><p>About 9.7 billion shares changed hands in U.S. exchanges, compared with the 12 billion daily average over the last 20 sessions.</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>US STOCKS-S&P 500 Ends Higher, Led By Defensive Shares</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\">\nUS STOCKS-S&P 500 Ends Higher, Led By Defensive Shares\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-11-19 05:27</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - Wall Street&#39;s benchmark S&amp;P 500 index ended higher on Friday in a choppy trading session, as gains in defensive shares overshadowed energy declines, and investors shrugged off hawkish comments from Federal Reserve officials about interest rate hikes.</p><p>Federal Reserve Bank of Boston leader Susan Collins said that, with little evidence price pressures are waning, the Fed may need to deliver another 75-basis point rate hike as it seeks to get inflation under control.</p><p>On Thursday, St. Louis Fed President James Bullard set off equity declines when he said the Fed needs to keep raising interest rates given that its tightening so far &#34;had only limited effects on observed inflation.&#34;</p><p>With Collins and then Bullard &#34;we have had some very hawkish talk, but the market has really taken it in stride,&#34; said Keith Lerner, co-chief investment officer at Trust Advisory Services. &#34;It hasn’t hit the market to the downside like it has in the past.&#34;</p><p>The Dow Jones Industrial Average rose 199.37 points, or 0.59%, to 33,745.69, the S&amp;P 500 gained 18.78 points, or 0.48%, to 3,965.34 and the Nasdaq Composite added 1.11 points, or 0.01%, to 11,146.06.</p><p>For the week, the S&amp;P 500 fell 0.7%, retreating modestly  after a strong month-long rally spurred by softer-than-expected inflation data that sparked hopes the central bank could temper its market-punishing rate hikes.</p><p>The Nasdaq fell 1.6% for the week, while the Dow was basically unchanged.</p><p>&#34;Markets are in a bit of a holding pattern&#34; ahead of employment and other economic data, said Lauren Goodwin, economist and portfolio strategist at New York Life Investments.</p><p>&#34;What is driving all equities of course is Fed policy and the gravitational force that rising interest rates have on the equity complex as a whole,&#34; Goodwin said. &#34;We are not likely to see any real evidence in terms of potentially declining wage pressure or inflation pressure for another couple of weeks.”</p><p>Defensive groups led the way among S&amp;P 500 sectors, with utilities up 2%, real estate rising 1.3% and healthcare 1.2% higher.</p><p>The energy sector fell 0.9%, as oil prices dropped, stemming from concern about weakened demand in China and further increases to U.S. interest rates.</p><p>In company news, shares of gay dating app Grindr skyrocketed about 214% in their market debut after the company completed its merger with a special-purpose acquisition company.</p><p>Gap Inc shares rose 7.6% after the company beat Wall Street estimates for quarterly sales and profit.</p><p>Shares of <a href=\"https://laohu8.com/S/LYV\">Live Nation Entertainment</a> slumped 7.8% after The New York Times reported that the U.S. Justice Department was investigating whether the Ticketmaster parent had abused its power over the multibillion-dollar live music industry.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 1.54-to-1 ratio; on Nasdaq, a 1.13-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted 8 new 52-week highs and 3 new lows; the Nasdaq Composite recorded 62 new highs and 141 new lows.</p><p>About 9.7 billion shares changed hands in U.S. exchanges, compared with the 12 billion daily average over the last 20 sessions.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2284706212","content_text":"(Reuters) - Wall Street's benchmark S&P 500 index ended higher on Friday in a choppy trading session, as gains in defensive shares overshadowed energy declines, and investors shrugged off hawkish comments from Federal Reserve officials about interest rate hikes.Federal Reserve Bank of Boston leader Susan Collins said that, with little evidence price pressures are waning, the Fed may need to deliver another 75-basis point rate hike as it seeks to get inflation under control.On Thursday, St. Louis Fed President James Bullard set off equity declines when he said the Fed needs to keep raising interest rates given that its tightening so far \"had only limited effects on observed inflation.\"With Collins and then Bullard \"we have had some very hawkish talk, but the market has really taken it in stride,\" said Keith Lerner, co-chief investment officer at Trust Advisory Services. \"It hasn’t hit the market to the downside like it has in the past.\"The Dow Jones Industrial Average rose 199.37 points, or 0.59%, to 33,745.69, the S&P 500 gained 18.78 points, or 0.48%, to 3,965.34 and the Nasdaq Composite added 1.11 points, or 0.01%, to 11,146.06.For the week, the S&P 500 fell 0.7%, retreating modestly  after a strong month-long rally spurred by softer-than-expected inflation data that sparked hopes the central bank could temper its market-punishing rate hikes.The Nasdaq fell 1.6% for the week, while the Dow was basically unchanged.\"Markets are in a bit of a holding pattern\" ahead of employment and other economic data, said Lauren Goodwin, economist and portfolio strategist at New York Life Investments.\"What is driving all equities of course is Fed policy and the gravitational force that rising interest rates have on the equity complex as a whole,\" Goodwin said. \"We are not likely to see any real evidence in terms of potentially declining wage pressure or inflation pressure for another couple of weeks.”Defensive groups led the way among S&P 500 sectors, with utilities up 2%, real estate rising 1.3% and healthcare 1.2% higher.The energy sector fell 0.9%, as oil prices dropped, stemming from concern about weakened demand in China and further increases to U.S. interest rates.In company news, shares of gay dating app Grindr skyrocketed about 214% in their market debut after the company completed its merger with a special-purpose acquisition company.Gap Inc shares rose 7.6% after the company beat Wall Street estimates for quarterly sales and profit.Shares of Live Nation Entertainment slumped 7.8% after The New York Times reported that the U.S. Justice Department was investigating whether the Ticketmaster parent had abused its power over the multibillion-dollar live music industry.Advancing issues outnumbered declining ones on the NYSE by a 1.54-to-1 ratio; on Nasdaq, a 1.13-to-1 ratio favored advancers.The S&P 500 posted 8 new 52-week highs and 3 new lows; the Nasdaq Composite recorded 62 new highs and 141 new lows.About 9.7 billion shares changed hands in U.S. exchanges, compared with the 12 billion daily average over the last 20 sessions.","news_type":1,"symbols_score_info":{".IXIC":0.9,".DJI":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":1464,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":809633937,"gmtCreate":1627363829629,"gmtModify":1703488428685,"author":{"id":"3570346638758209","authorId":"3570346638758209","name":"T2021B","avatar":"https://static.tigerbbs.com/97ab3d03fa17b723ad669f03ac2f7403","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570346638758209","idStr":"3570346638758209"},"themes":[],"htmlText":"Because Microsoft will continue to outperform&nbsp;","listText":"Because Microsoft will continue to outperform&nbsp;","text":"Because Microsoft will continue to outperform","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/809633937","repostId":"2154966721","repostType":4,"repost":{"id":"2154966721","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1627355035,"share":"https://ttm.financial/m/news/2154966721?lang=en_US&edition=fundamental","pubTime":"2021-07-27 11:03","market":"us","language":"en","title":"Why These 3 Microsoft Analysts Are Bullish Ahead Of Q4 Results","url":"https://stock-news.laohu8.com/highlight/detail?id=2154966721","media":"Benzinga","summary":"Microsoft Corp. (NASDAQ: MSFT) is set to report fourth-quarter earnings following the market close on Tuesday, July 27. In anticipation of this earnings call, analysts at Citi, KeyBanc and Wedbush Securities have provided insight into the company’s market positioning.","content":"<p><b>Microsoft Corp. </b>(NASDAQ:MSFT) is set to report&nbsp;fourth-quarter earnings following the market close on Tuesday, July 27. In anticipation of this earnings call, analysts at Citi, KeyBanc&nbsp;and Wedbush Securities have provided insight into the company’s market positioning.</p>\n<p>The consensus estimates project fourth-quarter EPS of&nbsp;$1.90 and revenue of&nbsp;$44.1&nbsp;billion.</p>\n<h3>Citi's Take On Microsoft</h3>\n<p>“Recovering IT budgets, an uptick in expected reseller growth, signs of reacceleration in consumption models and slightly higher PC numbers vs. 3 months ago” have helped analyst Tyler Radke maintain a positive outlook for Microsoft’s fourth-quarter earnings. The analyst did not provide an exact EPS estimate.</p>\n<p>Longer-term, Microsoft remains Citi’s top large-cap play among North American application software, systems software, and interactive home entertainment stocks, the analyst said in a note.</p>\n<p>The analyst maintained a Buy rating and raised the&nbsp;price target from $310 to $378.</p>\n<h3>KeyBanc's Take On Microsoft</h3>\n<p>Microsoft is becoming increasingly strategically important in the realm of security, cloud migration&nbsp;and digital transformation, said KeyBanc's managing director and senior analyst of enterprise software Michael Turits.</p>\n<p>According to a survey of IT value-added resellers (VAR), security, Office 365&nbsp;and Azure are the top areas of spending as the world ushers in an enterprise shift to greater adoption of digital technologies, said the analyst.</p>\n<p>The VAR survey additionally highlighted that Microsoft’s products rank highly against competitors, from dev-ops solutions such as GitHub to cloud solutions with Azure to security offerings,&nbsp;which surpassed Okta/Auth0, he said.</p>\n<p>The analyst reiterated an Overweight rating and increased the&nbsp;price target from $305 to $330.</p>\n<h3>Wedbush's Take On Microsoft</h3>\n<p>Analyst Daniel Ives is expecting a “beat and raise” from Microsoft on&nbsp;earnings and guidance Tuesday.</p>\n<p>Azure deal sizes are “increasing markedly,” driven by an acceleration in enterprise-wide digital transformations to cloud architecture, said the analyst.</p>\n<p>Azure is in its early stages of the roll-out, penetrating only 35% of Microsoft’s installed base, he said. Microsoft’s Office 365 transition should continue to provide tailwinds in enterprise Azure adoption, said Ives.</p>\n<p>Digital transformation has an estimated $1 trillion total addressable market, and Microsoft is incredibly well-positioned to deploy Azure and Office 365 as the backbone of cloud enterprise solutions, said the Wedbush analyst.</p>\n<p>Looking ahead, Wedbush maintains its Outperform rating on Microsoft with a $325 price target, mainly due to a growing cloud transformation story fueled by a currently large Microsoft software installed base.</p>\n<p><b>MSFT Price Action: </b>Microsoft was trading down 0.43% to $288.43 at last check Monday.</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>Why These 3 Microsoft Analysts Are Bullish Ahead Of Q4 Results</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy These 3 Microsoft Analysts Are Bullish Ahead Of Q4 Results\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-07-27 11:03</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p><b>Microsoft Corp. </b>(NASDAQ:MSFT) is set to report&nbsp;fourth-quarter earnings following the market close on Tuesday, July 27. In anticipation of this earnings call, analysts at Citi, KeyBanc&nbsp;and Wedbush Securities have provided insight into the company’s market positioning.</p>\n<p>The consensus estimates project fourth-quarter EPS of&nbsp;$1.90 and revenue of&nbsp;$44.1&nbsp;billion.</p>\n<h3>Citi's Take On Microsoft</h3>\n<p>“Recovering IT budgets, an uptick in expected reseller growth, signs of reacceleration in consumption models and slightly higher PC numbers vs. 3 months ago” have helped analyst Tyler Radke maintain a positive outlook for Microsoft’s fourth-quarter earnings. The analyst did not provide an exact EPS estimate.</p>\n<p>Longer-term, Microsoft remains Citi’s top large-cap play among North American application software, systems software, and interactive home entertainment stocks, the analyst said in a note.</p>\n<p>The analyst maintained a Buy rating and raised the&nbsp;price target from $310 to $378.</p>\n<h3>KeyBanc's Take On Microsoft</h3>\n<p>Microsoft is becoming increasingly strategically important in the realm of security, cloud migration&nbsp;and digital transformation, said KeyBanc's managing director and senior analyst of enterprise software Michael Turits.</p>\n<p>According to a survey of IT value-added resellers (VAR), security, Office 365&nbsp;and Azure are the top areas of spending as the world ushers in an enterprise shift to greater adoption of digital technologies, said the analyst.</p>\n<p>The VAR survey additionally highlighted that Microsoft’s products rank highly against competitors, from dev-ops solutions such as GitHub to cloud solutions with Azure to security offerings,&nbsp;which surpassed Okta/Auth0, he said.</p>\n<p>The analyst reiterated an Overweight rating and increased the&nbsp;price target from $305 to $330.</p>\n<h3>Wedbush's Take On Microsoft</h3>\n<p>Analyst Daniel Ives is expecting a “beat and raise” from Microsoft on&nbsp;earnings and guidance Tuesday.</p>\n<p>Azure deal sizes are “increasing markedly,” driven by an acceleration in enterprise-wide digital transformations to cloud architecture, said the analyst.</p>\n<p>Azure is in its early stages of the roll-out, penetrating only 35% of Microsoft’s installed base, he said. Microsoft’s Office 365 transition should continue to provide tailwinds in enterprise Azure adoption, said Ives.</p>\n<p>Digital transformation has an estimated $1 trillion total addressable market, and Microsoft is incredibly well-positioned to deploy Azure and Office 365 as the backbone of cloud enterprise solutions, said the Wedbush analyst.</p>\n<p>Looking ahead, Wedbush maintains its Outperform rating on Microsoft with a $325 price target, mainly due to a growing cloud transformation story fueled by a currently large Microsoft software installed base.</p>\n<p><b>MSFT Price Action: </b>Microsoft was trading down 0.43% to $288.43 at last check Monday.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09086":"华夏纳指-U","03086":"华夏纳指","MSFT":"微软"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2154966721","content_text":"Microsoft Corp. (NASDAQ:MSFT) is set to report fourth-quarter earnings following the market close on Tuesday, July 27. In anticipation of this earnings call, analysts at Citi, KeyBanc and Wedbush Securities have provided insight into the company’s market positioning.\nThe consensus estimates project fourth-quarter EPS of $1.90 and revenue of $44.1 billion.\nCiti's Take On Microsoft\n“Recovering IT budgets, an uptick in expected reseller growth, signs of reacceleration in consumption models and slightly higher PC numbers vs. 3 months ago” have helped analyst Tyler Radke maintain a positive outlook for Microsoft’s fourth-quarter earnings. The analyst did not provide an exact EPS estimate.\nLonger-term, Microsoft remains Citi’s top large-cap play among North American application software, systems software, and interactive home entertainment stocks, the analyst said in a note.\nThe analyst maintained a Buy rating and raised the price target from $310 to $378.\nKeyBanc's Take On Microsoft\nMicrosoft is becoming increasingly strategically important in the realm of security, cloud migration and digital transformation, said KeyBanc's managing director and senior analyst of enterprise software Michael Turits.\nAccording to a survey of IT value-added resellers (VAR), security, Office 365 and Azure are the top areas of spending as the world ushers in an enterprise shift to greater adoption of digital technologies, said the analyst.\nThe VAR survey additionally highlighted that Microsoft’s products rank highly against competitors, from dev-ops solutions such as GitHub to cloud solutions with Azure to security offerings, which surpassed Okta/Auth0, he said.\nThe analyst reiterated an Overweight rating and increased the price target from $305 to $330.\nWedbush's Take On Microsoft\nAnalyst Daniel Ives is expecting a “beat and raise” from Microsoft on earnings and guidance Tuesday.\nAzure deal sizes are “increasing markedly,” driven by an acceleration in enterprise-wide digital transformations to cloud architecture, said the analyst.\nAzure is in its early stages of the roll-out, penetrating only 35% of Microsoft’s installed base, he said. Microsoft’s Office 365 transition should continue to provide tailwinds in enterprise Azure adoption, said Ives.\nDigital transformation has an estimated $1 trillion total addressable market, and Microsoft is incredibly well-positioned to deploy Azure and Office 365 as the backbone of cloud enterprise solutions, said the Wedbush analyst.\nLooking ahead, Wedbush maintains its Outperform rating on Microsoft with a $325 price target, mainly due to a growing cloud transformation story fueled by a currently large Microsoft software installed base.\nMSFT Price Action: Microsoft was trading down 0.43% to $288.43 at last check Monday.","news_type":1,"symbols_score_info":{"MSFT":0.9,"03086":0.9,"09086":0.9}},"isVote":1,"tweetType":1,"viewCount":743,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":809697606,"gmtCreate":1627363571905,"gmtModify":1703488424969,"author":{"id":"3570346638758209","authorId":"3570346638758209","name":"T2021B","avatar":"https://static.tigerbbs.com/97ab3d03fa17b723ad669f03ac2f7403","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570346638758209","idStr":"3570346638758209"},"themes":[],"htmlText":"Don’t panic&nbsp;","listText":"Don’t panic&nbsp;","text":"Don’t panic","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/809697606","repostId":"2154099517","repostType":4,"repost":{"id":"2154099517","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":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1627362133,"share":"https://ttm.financial/m/news/2154099517?lang=en_US&edition=fundamental","pubTime":"2021-07-27 13:02","market":"sh","language":"en","title":"China shares extend losses on regulation concerns; Hong Kong down","url":"https://stock-news.laohu8.com/highlight/detail?id=2154099517","media":"Reuters","summary":"* China stocks fall after Monday's steep selloff\n* CSI300 -0.37%, HSI -1.03%; SSEC edges up 0.14%\n* ","content":"<p>* China stocks fall after Monday's steep selloff</p>\n<p>* CSI300 -0.37%, HSI -1.03%; SSEC edges up 0.14%</p>\n<p>* Education shares continue slide on regulation worries</p>\n<p>* Delta variant behind cluster in city of Nanjing</p>\n<p>SHANGHAI, July 27 (Reuters) - Chinese blue-chips and Hong Kong's benchmark share index fell to fresh lows for the year on Tuesday on persistent worries about the impact of tighter government regulation, while a surge in COVID-19 cases dealt a further blow to sentiment.</p>\n<p>At the midday break, China's blue-chip CSI300 index&nbsp;was down 0.37%, extending Monday's 3.2% selloff, with losses across the financial, consumer staples and real estate sectors.</p>\n<p>Hong Kong's benchmark Hang Seng Index fell 1.03% after its 4.1% drop in the previous session, and the Hang Seng China Enterprises Index slipped 1.64%.</p>\n<p>Falls were wide-ranging, with the CSI financial sector sub-index down 1.36%, the consumer staples sector&nbsp;off 1.1%, the real estate index 2.95% lower and the healthcare sub-index down 0.92%.</p>\n<p>In Hong Kong, the IT sector fell 4.7% and the Hang Seng Tech index slumped 3.17%, hitting its lowest-ever level.</p>\n<p>The Shanghai Composite index was able to eke out a gain led by energy and materials firms, up 0.14% to 3,472.40 points.</p>\n<p>Monday's shakeout was spurred by new rules reining in China's $120 billion private tutoring sector, sending some shares crashing more than 45%, and new regulatory moves targeting technology and property.</p>\n<p>Education shares continued to slide, with New Oriental Education &amp; Technology Group Co falling 2.63%, taking its drop over the last three sessions to near 70%, while the CSI education index slipped 2.22%.</p>\n<p>Anita Chu, an analyst at CCB International, said the unfavourable regulatory environment left little room for a business turnaround, and issued a downgrade and reduced target price for New Oriental.</p>\n<p>\"If the final version of the policy comes to resemble its current form, we envision a worst-case scenario whereby existing listed-AST (after-school tutoring) operators will be compelled to spin-off their K9 AST operations from the listco, or else de-list by way of privatisation\"</p>\n<p>\"According to our estimates, the potential spin-off of K9 AST operations would take 60-70% off the earnings of New Oriental and 80-90% off (New York-listed) TAL Education.\"</p>\n<p>In Hong Kong, heavily indebted developer <a href=\"https://laohu8.com/S/EGRNF\">China Evergrande Group</a> extended its losses, spiralling 11.33% lower to new four-and-a-half year lows, after the company said it would cancel a special dividend proposal.</p>\n<p>The broader property sector in Hong Kong edged 0.32% higher after slumping on Monday, but real estate A-shares&nbsp;extended losses, falling 2.95%.</p>\n<p>Adding to broader concerns about the economic outlook, profit growth at China's industrial firms slowed for a fourth straight month in June, as high raw material prices weighed on factories' margins.</p>\n<p>A surge in highly contagious Delta variant COVID-19 cases centred on the eastern city of Nanjing also spurred concern on Tuesday.</p>\n<p>But Zhiwei Zhang, chief economist at Pinpoint Assetm Management said broader economic concerns were contained for now.</p>\n<p>\"The market correction seems to reflect some investors' concern about government's policy stance on the capital market. We don't think investors are concerned about the economy at this stage,\" he said in an emailed comment.</p>\n<p>\"Note that the equity market corrected but the FX market has been stable. This is different compared to, say, the episode of market turmoil in 2015, when stock market correction was accompanied by significant renminbi depreciation.\"</p>\n<p>China's yuan was quoted at 6.476 per U.S. dollar around midday on Tuesday, 0.1% firmer on the day.</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>China shares extend losses on regulation concerns; Hong Kong down</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nChina shares extend losses on regulation concerns; Hong Kong down\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-07-27 13:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>* China stocks fall after Monday's steep selloff</p>\n<p>* CSI300 -0.37%, HSI -1.03%; SSEC edges up 0.14%</p>\n<p>* Education shares continue slide on regulation worries</p>\n<p>* Delta variant behind cluster in city of Nanjing</p>\n<p>SHANGHAI, July 27 (Reuters) - Chinese blue-chips and Hong Kong's benchmark share index fell to fresh lows for the year on Tuesday on persistent worries about the impact of tighter government regulation, while a surge in COVID-19 cases dealt a further blow to sentiment.</p>\n<p>At the midday break, China's blue-chip CSI300 index&nbsp;was down 0.37%, extending Monday's 3.2% selloff, with losses across the financial, consumer staples and real estate sectors.</p>\n<p>Hong Kong's benchmark Hang Seng Index fell 1.03% after its 4.1% drop in the previous session, and the Hang Seng China Enterprises Index slipped 1.64%.</p>\n<p>Falls were wide-ranging, with the CSI financial sector sub-index down 1.36%, the consumer staples sector&nbsp;off 1.1%, the real estate index 2.95% lower and the healthcare sub-index down 0.92%.</p>\n<p>In Hong Kong, the IT sector fell 4.7% and the Hang Seng Tech index slumped 3.17%, hitting its lowest-ever level.</p>\n<p>The Shanghai Composite index was able to eke out a gain led by energy and materials firms, up 0.14% to 3,472.40 points.</p>\n<p>Monday's shakeout was spurred by new rules reining in China's $120 billion private tutoring sector, sending some shares crashing more than 45%, and new regulatory moves targeting technology and property.</p>\n<p>Education shares continued to slide, with New Oriental Education &amp; Technology Group Co falling 2.63%, taking its drop over the last three sessions to near 70%, while the CSI education index slipped 2.22%.</p>\n<p>Anita Chu, an analyst at CCB International, said the unfavourable regulatory environment left little room for a business turnaround, and issued a downgrade and reduced target price for New Oriental.</p>\n<p>\"If the final version of the policy comes to resemble its current form, we envision a worst-case scenario whereby existing listed-AST (after-school tutoring) operators will be compelled to spin-off their K9 AST operations from the listco, or else de-list by way of privatisation\"</p>\n<p>\"According to our estimates, the potential spin-off of K9 AST operations would take 60-70% off the earnings of New Oriental and 80-90% off (New York-listed) TAL Education.\"</p>\n<p>In Hong Kong, heavily indebted developer <a href=\"https://laohu8.com/S/EGRNF\">China Evergrande Group</a> extended its losses, spiralling 11.33% lower to new four-and-a-half year lows, after the company said it would cancel a special dividend proposal.</p>\n<p>The broader property sector in Hong Kong edged 0.32% higher after slumping on Monday, but real estate A-shares&nbsp;extended losses, falling 2.95%.</p>\n<p>Adding to broader concerns about the economic outlook, profit growth at China's industrial firms slowed for a fourth straight month in June, as high raw material prices weighed on factories' margins.</p>\n<p>A surge in highly contagious Delta variant COVID-19 cases centred on the eastern city of Nanjing also spurred concern on Tuesday.</p>\n<p>But Zhiwei Zhang, chief economist at Pinpoint Assetm Management said broader economic concerns were contained for now.</p>\n<p>\"The market correction seems to reflect some investors' concern about government's policy stance on the capital market. We don't think investors are concerned about the economy at this stage,\" he said in an emailed comment.</p>\n<p>\"Note that the equity market corrected but the FX market has been stable. This is different compared to, say, the episode of market turmoil in 2015, when stock market correction was accompanied by significant renminbi depreciation.\"</p>\n<p>China's yuan was quoted at 6.476 per U.S. dollar around midday on Tuesday, 0.1% firmer on the day.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"000001.SH":"上证指数","03333":"中国恒大"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2154099517","content_text":"* China stocks fall after Monday's steep selloff\n* CSI300 -0.37%, HSI -1.03%; SSEC edges up 0.14%\n* Education shares continue slide on regulation worries\n* Delta variant behind cluster in city of Nanjing\nSHANGHAI, July 27 (Reuters) - Chinese blue-chips and Hong Kong's benchmark share index fell to fresh lows for the year on Tuesday on persistent worries about the impact of tighter government regulation, while a surge in COVID-19 cases dealt a further blow to sentiment.\nAt the midday break, China's blue-chip CSI300 index was down 0.37%, extending Monday's 3.2% selloff, with losses across the financial, consumer staples and real estate sectors.\nHong Kong's benchmark Hang Seng Index fell 1.03% after its 4.1% drop in the previous session, and the Hang Seng China Enterprises Index slipped 1.64%.\nFalls were wide-ranging, with the CSI financial sector sub-index down 1.36%, the consumer staples sector off 1.1%, the real estate index 2.95% lower and the healthcare sub-index down 0.92%.\nIn Hong Kong, the IT sector fell 4.7% and the Hang Seng Tech index slumped 3.17%, hitting its lowest-ever level.\nThe Shanghai Composite index was able to eke out a gain led by energy and materials firms, up 0.14% to 3,472.40 points.\nMonday's shakeout was spurred by new rules reining in China's $120 billion private tutoring sector, sending some shares crashing more than 45%, and new regulatory moves targeting technology and property.\nEducation shares continued to slide, with New Oriental Education & Technology Group Co falling 2.63%, taking its drop over the last three sessions to near 70%, while the CSI education index slipped 2.22%.\nAnita Chu, an analyst at CCB International, said the unfavourable regulatory environment left little room for a business turnaround, and issued a downgrade and reduced target price for New Oriental.\n\"If the final version of the policy comes to resemble its current form, we envision a worst-case scenario whereby existing listed-AST (after-school tutoring) operators will be compelled to spin-off their K9 AST operations from the listco, or else de-list by way of privatisation\"\n\"According to our estimates, the potential spin-off of K9 AST operations would take 60-70% off the earnings of New Oriental and 80-90% off (New York-listed) TAL Education.\"\nIn Hong Kong, heavily indebted developer China Evergrande Group extended its losses, spiralling 11.33% lower to new four-and-a-half year lows, after the company said it would cancel a special dividend proposal.\nThe broader property sector in Hong Kong edged 0.32% higher after slumping on Monday, but real estate A-shares extended losses, falling 2.95%.\nAdding to broader concerns about the economic outlook, profit growth at China's industrial firms slowed for a fourth straight month in June, as high raw material prices weighed on factories' margins.\nA surge in highly contagious Delta variant COVID-19 cases centred on the eastern city of Nanjing also spurred concern on Tuesday.\nBut Zhiwei Zhang, chief economist at Pinpoint Assetm Management said broader economic concerns were contained for now.\n\"The market correction seems to reflect some investors' concern about government's policy stance on the capital market. We don't think investors are concerned about the economy at this stage,\" he said in an emailed comment.\n\"Note that the equity market corrected but the FX market has been stable. This is different compared to, say, the episode of market turmoil in 2015, when stock market correction was accompanied by significant renminbi depreciation.\"\nChina's yuan was quoted at 6.476 per U.S. dollar around midday on Tuesday, 0.1% firmer on the day.","news_type":1,"symbols_score_info":{"000001.SH":0.9,"03333":0.9}},"isVote":1,"tweetType":1,"viewCount":752,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}