Woobenny personal page - To The Moon

Woobenny

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2022-11-01

$Alibaba(BABA)$heading to $100 soon after the curemt turmoil? Time for mainlnf to open up the country!

2022-10-29

$Bank of America(BAC)$What a run from $29. Wpuld be bullish until at least mid Nov, where we potentially see another rpund of correction 😌

2022-12-09

$Taiwan Semiconductor Manufacturing(TSM)$ Short term bullish then nuke? Haha.

2022-05-01

Would expect a higher volatility in the coming months, though the current tech downtrend somehow reminds me with the internet dot com bubble in early 2000s.

Sorry, the original content has been removed

2022-04-26

Interesting years ahead!

Sorry, the original content has been removed

2022-04-30

Nice announcement timing. Helped the stocks to hold off the downtrend caused by the weak market today! Would be down even more otherwise.

Sea and Grab Stocks Jumped More Than 7% in Morning Trading

2022-04-29

A very nice opportunity to DCA in my opinion. The drop in price is just crazy.

Amazon Results and Outlook Fall Short As Warehouse, Fuel Costs Soar

2022-10-28

Twitter saga is done. On to $300!

2022-05-10

Need PLTR to get more agreements and projectsfrom Europe to gain more confidence from the big guys.

Palantir: Market Has Completely Misunderstood Its Latest Earnings

2022-10-14

$S&P 500(.SPX)$Time to rally before coming down further? 🤔

Go to Tiger App to see more news

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href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$&nbsp;</a><v-v data-views=\"1\"></v-v>Short term bullish then nuke? 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Haha.","images":[{"img":"https://community-static.tradeup.com/news/fa59279dac52d51938ef2d1b9537b87f","width":"750","height":"1792"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9920776528","isVote":1,"tweetType":1,"viewCount":2706,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9969537144,"gmtCreate":1668472822588,"gmtModify":1676538061457,"author":{"id":"3572055809988252","authorId":"3572055809988252","name":"Woobenny","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572055809988252","idStr":"3572055809988252"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$&nbsp;</a><v-v data-views=\"0\"></v-v>time to nuke after a few days of rally? 👀","listText":"<a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$&nbsp;</a><v-v data-views=\"0\"></v-v>time to nuke after a few days of rally? 👀","text":"$S&P 500(.SPX)$ time to nuke after a few days of rally? 👀","images":[{"img":"https://community-static.tradeup.com/news/0d59ad0f7e61111d1389b2e2305708c3","width":"750","height":"1290"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9969537144","isVote":1,"tweetType":1,"viewCount":2917,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9985365623,"gmtCreate":1667316887662,"gmtModify":1676537897317,"author":{"id":"3572055809988252","authorId":"3572055809988252","name":"Woobenny","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572055809988252","idStr":"3572055809988252"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a><v-v data-views=\"1\"></v-v>heading to $100 soon after the curemt turmoil? Time for mainlnf to open up the country!","listText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a><v-v data-views=\"1\"></v-v>heading to $100 soon after the curemt turmoil? Time for mainlnf to open up the country!","text":"$Alibaba(BABA)$heading to $100 soon after the curemt turmoil? Time for mainlnf to open up the country!","images":[{"img":"https://community-static.tradeup.com/news/e50ae968acc21752ef6209a1557ca8bc","width":"750","height":"1720"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":40,"commentSize":34,"repostSize":1,"link":"https://ttm.financial/post/9985365623","isVote":1,"tweetType":1,"viewCount":4678,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3576444918223783","authorId":"3576444918223783","name":"Damien Khoo","avatar":"https://community-static.tradeup.com/news/f08d9f6bdc3c0038e9aa81591b4df363","crmLevel":4,"crmLevelSwitch":0,"authorIdStr":"3576444918223783","idStr":"3576444918223783"},"content":"It will be a long time to $200","text":"It will be a long time to $200","html":"It will be a long time to $200"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9986730625,"gmtCreate":1667012524267,"gmtModify":1676537849740,"author":{"id":"3572055809988252","authorId":"3572055809988252","name":"Woobenny","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572055809988252","idStr":"3572055809988252"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BAC\">$Bank of America(BAC)$</a><v-v data-views=\"1\"></v-v>What a run from $29. Wpuld be bullish until at least mid Nov, where we potentially see another rpund of correction 😌","listText":"<a href=\"https://ttm.financial/S/BAC\">$Bank of America(BAC)$</a><v-v data-views=\"1\"></v-v>What a run from $29. Wpuld be bullish until at least mid Nov, where we potentially see another rpund of correction 😌","text":"$Bank of America(BAC)$What a run from $29. Wpuld be bullish until at least mid Nov, where we potentially see another rpund of correction 😌","images":[{"img":"https://community-static.tradeup.com/news/a527b155b94ffa1d312f220963986ca6","width":"750","height":"1720"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":12,"repostSize":0,"link":"https://ttm.financial/post/9986730625","isVote":1,"tweetType":1,"viewCount":4026,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9986864557,"gmtCreate":1666924161679,"gmtModify":1676537832389,"author":{"id":"3572055809988252","authorId":"3572055809988252","name":"Woobenny","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572055809988252","idStr":"3572055809988252"},"themes":[],"htmlText":"Twitter saga is done. On to $300!","listText":"Twitter saga is done. On to $300!","text":"Twitter saga is done. On to $300!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9986864557","isVote":1,"tweetType":1,"viewCount":2907,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9983768629,"gmtCreate":1666321395261,"gmtModify":1676537741039,"author":{"id":"3572055809988252","authorId":"3572055809988252","name":"Woobenny","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572055809988252","idStr":"3572055809988252"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a><v-v data-views=\"1\"></v-v>Picked up some and let it ride. Cant wait for the future to come!","listText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a><v-v data-views=\"1\"></v-v>Picked up some and let it ride. Cant wait for the future to come!","text":"$Alibaba(BABA)$Picked up some and let it ride. Cant wait for the future to come!","images":[{"img":"https://community-static.tradeup.com/news/0ff0539b327663e708d102bf551e3fe8","width":"750","height":"1792"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9983768629","isVote":1,"tweetType":1,"viewCount":2620,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9980662454,"gmtCreate":1665717727178,"gmtModify":1676537654723,"author":{"id":"3572055809988252","authorId":"3572055809988252","name":"Woobenny","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572055809988252","idStr":"3572055809988252"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a><v-v data-views=\"1\"></v-v>Time to rally before coming down further? 🤔","listText":"<a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a><v-v data-views=\"1\"></v-v>Time to rally before coming down further? 🤔","text":"$S&P 500(.SPX)$Time to rally before coming down further? 🤔","images":[{"img":"https://community-static.tradeup.com/news/efd15fd21a21d8cf96299e6cc2bcbeb8","width":"750","height":"1290"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9980662454","isVote":1,"tweetType":1,"viewCount":2931,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9980930391,"gmtCreate":1665625044313,"gmtModify":1676537637748,"author":{"id":"3572055809988252","authorId":"3572055809988252","name":"Woobenny","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572055809988252","idStr":"3572055809988252"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a><v-v data-views=\"1\"></v-v>once the winter passes, there would be a great run.","listText":"<a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a><v-v data-views=\"1\"></v-v>once the winter passes, there would be a great run.","text":"$Taiwan Semiconductor Manufacturing(TSM)$once the winter passes, there would be a great run.","images":[{"img":"https://community-static.tradeup.com/news/9741fcbc7b0f1c625dddb8a915765f13","width":"750","height":"1864"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9980930391","isVote":1,"tweetType":1,"viewCount":2667,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9914739597,"gmtCreate":1665364588219,"gmtModify":1676537592117,"author":{"id":"3572055809988252","authorId":"3572055809988252","name":"Woobenny","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572055809988252","idStr":"3572055809988252"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a><v-v data-views=\"0\"></v-v>$140 incoming? would be discount of the decade 😂","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a><v-v data-views=\"0\"></v-v>$140 incoming? would be discount of the decade 😂","text":"$Tesla Motors(TSLA)$$140 incoming? would be discount of the decade 😂","images":[{"img":"https://community-static.tradeup.com/news/0239d02a4c7a1faa3763849a96824fe5","width":"750","height":"1792"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9914739597","isVote":1,"tweetType":1,"viewCount":2566,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9914620325,"gmtCreate":1665276490168,"gmtModify":1676537579971,"author":{"id":"3572055809988252","authorId":"3572055809988252","name":"Woobenny","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572055809988252","idStr":"3572055809988252"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a><v-v data-views=\"0\"></v-v>3200 incoming 😂","listText":"<a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a><v-v data-views=\"0\"></v-v>3200 incoming 😂","text":"$S&P 500(.SPX)$3200 incoming 😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9914620325","isVote":1,"tweetType":1,"viewCount":2935,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9915931171,"gmtCreate":1664934283693,"gmtModify":1676537531704,"author":{"id":"3572055809988252","authorId":"3572055809988252","name":"Woobenny","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572055809988252","idStr":"3572055809988252"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TWTR\">$Twitter(TWTR)$</a>","listText":"<a href=\"https://ttm.financial/S/TWTR\">$Twitter(TWTR)$</a>","text":"$Twitter(TWTR)$","images":[{"img":"https://community-static.tradeup.com/news/9a5d12826a8f7f92c461ef3b24aabd51","width":"750","height":"1720"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9915931171","isVote":1,"tweetType":1,"viewCount":1426,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9936811286,"gmtCreate":1662739069845,"gmtModify":1676537131353,"author":{"id":"3572055809988252","authorId":"3572055809988252","name":"Woobenny","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572055809988252","idStr":"3572055809988252"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TCEHY\">$Tencent Holding Ltd.(TCEHY)$</a>","listText":"<a href=\"https://ttm.financial/S/TCEHY\">$Tencent Holding Ltd.(TCEHY)$</a>","text":"$Tencent Holding Ltd.(TCEHY)$","images":[{"img":"https://community-static.tradeup.com/news/a27dd1ddd5f4fedae466e03a63158c08","width":"750","height":"1720"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9936811286","isVote":1,"tweetType":1,"viewCount":1104,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9938639713,"gmtCreate":1662599242732,"gmtModify":1676537097012,"author":{"id":"3572055809988252","authorId":"3572055809988252","name":"Woobenny","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572055809988252","idStr":"3572055809988252"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TCEHY\">$Tencent Holding Ltd.(TCEHY)$</a>","listText":"<a href=\"https://ttm.financial/S/TCEHY\">$Tencent Holding Ltd.(TCEHY)$</a>","text":"$Tencent Holding Ltd.(TCEHY)$","images":[{"img":"https://community-static.tradeup.com/news/1721ac155f0bbc24872122d04c2185bc","width":"750","height":"1792"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9938639713","isVote":1,"tweetType":1,"viewCount":1186,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9930427165,"gmtCreate":1661995219059,"gmtModify":1676536620441,"author":{"id":"3572055809988252","authorId":"3572055809988252","name":"Woobenny","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572055809988252","idStr":"3572055809988252"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/01398\">$ICBC(01398)$</a>","listText":"<a href=\"https://ttm.financial/S/01398\">$ICBC(01398)$</a>","text":"$ICBC(01398)$","images":[{"img":"https://community-static.tradeup.com/news/474379fdf255966d08d5dca4efa5346f","width":"750","height":"1792"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9930427165","isVote":1,"tweetType":1,"viewCount":1098,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9058730233,"gmtCreate":1654903741122,"gmtModify":1676535529394,"author":{"id":"3572055809988252","authorId":"3572055809988252","name":"Woobenny","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572055809988252","idStr":"3572055809988252"},"themes":[],"htmlText":"Fed need to shock the market. Increase it directlywith 75 bp would stop the slow bleeding.","listText":"Fed need to shock the market. Increase it directlywith 75 bp would stop the slow bleeding.","text":"Fed need to shock the market. Increase it directlywith 75 bp would stop the slow bleeding.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9058730233","repostId":"1183280924","repostType":4,"repost":{"id":"1183280924","kind":"news","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":1654871827,"share":"https://ttm.financial/m/news/1183280924?lang=en_US&edition=fundamental","pubTime":"2022-06-10 22:37","market":"us","language":"en","title":"Fed Seen Raising U.S. Interest Rates Further to Battle Hot Inflation","url":"https://stock-news.laohu8.com/highlight/detail?id=1183280924","media":"Reuters","summary":"(Reuters) - Fresh data showing underlying U.S. inflation remained stubbornly hot in May are building","content":"<html><head></head><body><p>(Reuters) - Fresh data showing underlying U.S. inflation remained stubbornly hot in May are building a case for a longer string of sharp Federal Reserve interest rate hikes than previously expected, with policymakers primed next week to signal they will have to be more aggressive.</p><p>Rising food and record fuel prices pushed the consumer price index (CPI) up 8.6% last month from a year earlier, a U.S. Labor Department report showed Friday, shattering any hopes that inflation had peaked the prior month.</p><p>Core CPI - which strips out volatile gas and food prices - rose 6%, down slightly from April&#39;s 6.2% pace but far from the &#34;clear and convincing&#34; sign of cooling price pressures that Fed Chair Jerome Powell has said he needs to see before slowing rate hikes.</p><p>&#34;So much for the idea that inflation has peaked,&#34; wrote Bankrate chief financial analyst Greg McBride. &#34;Any hopes that the Fed can ease up on the pace of rate hikes after the June and July meetings now seems to be a longshot.&#34;</p><p>Fed policymakers have already all but promised half-point interest rate hikes at their next two meetings - the first next week, and the second in late July.</p><p>Some had thought that by September their own rate hikes, along with easing supply chain pressures and an expected shift in household spending away from supply-constrained goods and toward services, would have started to ease price pressures.</p><p>Friday&#39;s inflation read report suggested the opposite.</p><p>Used car prices, which had been sinking, reversed course and rose 1.8% from the prior month; airline fares rose by 12.6% from the prior month, and 37.8% from a year earlier. Prices for shelter - where trends tend to be particularly persistent - rose 5.5%, the biggest jump since February 1991.</p><p>Those figures suggest U.S. central bankers may stay locked into half-point increases through their September meeting and even beyond as they try to wrangle inflation lower by slowing the economy.</p><p>Traders of futures tied to the Fed&#39;s policy rate are now betting on half-point rate hikes at least through September, with some chance of an even bigger rate hike before then. Contracts reflect expectations for the policy rate to end the year in the 3%-3.25% range.</p><p>The Fed&#39;s current policy rate target is now 0.75%-1%. Fed officials want to get it higher without undermining a historically tight labor market and sending the economy into recession.</p><p>May&#39;s inflation report appears to make that task even harder.</p><p>&#34;These are ugly numbers...I’d say we’ll probably be in a recession in the fourth quarter of this year with confirmation in the second quarter of 2023,” said Peter Cardillo, chief market economist at Spartan Capital Securities.</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>Fed Seen Raising U.S. Interest Rates Further to Battle Hot Inflation</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\">\nFed Seen Raising U.S. Interest Rates Further to Battle Hot Inflation\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\">2022-06-10 22:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - Fresh data showing underlying U.S. inflation remained stubbornly hot in May are building a case for a longer string of sharp Federal Reserve interest rate hikes than previously expected, with policymakers primed next week to signal they will have to be more aggressive.</p><p>Rising food and record fuel prices pushed the consumer price index (CPI) up 8.6% last month from a year earlier, a U.S. Labor Department report showed Friday, shattering any hopes that inflation had peaked the prior month.</p><p>Core CPI - which strips out volatile gas and food prices - rose 6%, down slightly from April&#39;s 6.2% pace but far from the &#34;clear and convincing&#34; sign of cooling price pressures that Fed Chair Jerome Powell has said he needs to see before slowing rate hikes.</p><p>&#34;So much for the idea that inflation has peaked,&#34; wrote Bankrate chief financial analyst Greg McBride. &#34;Any hopes that the Fed can ease up on the pace of rate hikes after the June and July meetings now seems to be a longshot.&#34;</p><p>Fed policymakers have already all but promised half-point interest rate hikes at their next two meetings - the first next week, and the second in late July.</p><p>Some had thought that by September their own rate hikes, along with easing supply chain pressures and an expected shift in household spending away from supply-constrained goods and toward services, would have started to ease price pressures.</p><p>Friday&#39;s inflation read report suggested the opposite.</p><p>Used car prices, which had been sinking, reversed course and rose 1.8% from the prior month; airline fares rose by 12.6% from the prior month, and 37.8% from a year earlier. Prices for shelter - where trends tend to be particularly persistent - rose 5.5%, the biggest jump since February 1991.</p><p>Those figures suggest U.S. central bankers may stay locked into half-point increases through their September meeting and even beyond as they try to wrangle inflation lower by slowing the economy.</p><p>Traders of futures tied to the Fed&#39;s policy rate are now betting on half-point rate hikes at least through September, with some chance of an even bigger rate hike before then. Contracts reflect expectations for the policy rate to end the year in the 3%-3.25% range.</p><p>The Fed&#39;s current policy rate target is now 0.75%-1%. Fed officials want to get it higher without undermining a historically tight labor market and sending the economy into recession.</p><p>May&#39;s inflation report appears to make that task even harder.</p><p>&#34;These are ugly numbers...I’d say we’ll probably be in a recession in the fourth quarter of this year with confirmation in the second quarter of 2023,” said Peter Cardillo, chief market economist at Spartan Capital Securities.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183280924","content_text":"(Reuters) - Fresh data showing underlying U.S. inflation remained stubbornly hot in May are building a case for a longer string of sharp Federal Reserve interest rate hikes than previously expected, with policymakers primed next week to signal they will have to be more aggressive.Rising food and record fuel prices pushed the consumer price index (CPI) up 8.6% last month from a year earlier, a U.S. Labor Department report showed Friday, shattering any hopes that inflation had peaked the prior month.Core CPI - which strips out volatile gas and food prices - rose 6%, down slightly from April's 6.2% pace but far from the \"clear and convincing\" sign of cooling price pressures that Fed Chair Jerome Powell has said he needs to see before slowing rate hikes.\"So much for the idea that inflation has peaked,\" wrote Bankrate chief financial analyst Greg McBride. \"Any hopes that the Fed can ease up on the pace of rate hikes after the June and July meetings now seems to be a longshot.\"Fed policymakers have already all but promised half-point interest rate hikes at their next two meetings - the first next week, and the second in late July.Some had thought that by September their own rate hikes, along with easing supply chain pressures and an expected shift in household spending away from supply-constrained goods and toward services, would have started to ease price pressures.Friday's inflation read report suggested the opposite.Used car prices, which had been sinking, reversed course and rose 1.8% from the prior month; airline fares rose by 12.6% from the prior month, and 37.8% from a year earlier. Prices for shelter - where trends tend to be particularly persistent - rose 5.5%, the biggest jump since February 1991.Those figures suggest U.S. central bankers may stay locked into half-point increases through their September meeting and even beyond as they try to wrangle inflation lower by slowing the economy.Traders of futures tied to the Fed's policy rate are now betting on half-point rate hikes at least through September, with some chance of an even bigger rate hike before then. Contracts reflect expectations for the policy rate to end the year in the 3%-3.25% range.The Fed's current policy rate target is now 0.75%-1%. Fed officials want to get it higher without undermining a historically tight labor market and sending the economy into recession.May's inflation report appears to make that task even harder.\"These are ugly numbers...I’d say we’ll probably be in a recession in the fourth quarter of this year with confirmation in the second quarter of 2023,” said Peter Cardillo, chief market economist at Spartan Capital Securities.","news_type":1,"symbols_score_info":{".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":1266,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9065836630,"gmtCreate":1652167166520,"gmtModify":1676535044462,"author":{"id":"3572055809988252","authorId":"3572055809988252","name":"Woobenny","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572055809988252","idStr":"3572055809988252"},"themes":[],"htmlText":"Need PLTR to get more agreements and projectsfrom Europe to gain more confidence from the big guys.","listText":"Need PLTR to get more agreements and projectsfrom Europe to gain more confidence from the big guys.","text":"Need PLTR to get more agreements and projectsfrom Europe to gain more confidence from the big guys.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9065836630","repostId":"2234773775","repostType":4,"repost":{"id":"2234773775","kind":"news","pubTimestamp":1652144038,"share":"https://ttm.financial/m/news/2234773775?lang=en_US&edition=fundamental","pubTime":"2022-05-10 08:53","market":"us","language":"en","title":"Palantir: Market Has Completely Misunderstood Its Latest Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=2234773775","media":"Seeking Alpha","summary":"SummaryPalantir's post-earning sell-off underscores the market's disappointment with another weak sh","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Palantir&#39;s post-earning sell-off underscores the market&#39;s disappointment with another weak showing for government sector revenues.</li><li>It also accentuates the market&#39;s ongoing ignorance of Palantir&#39;s success in achieving commercial acceleration despite tightening financial conditions and an increasingly uncertain economic growth outlook.</li><li>Palantir&#39;s continued effectiveness in deploying its &#34;land and expand&#34; business growth strategy, as evidence by 1Q22 government contract wins, has also been faced with market disregard.</li><li>Although the ongoing development of macroeconomic challenges continue to fuel the contracting valuation environment across growth stocks, Palantir&#39;s fundamental outlook continues to be supported by a robust demand environment.</li><li>In addition to continued commercial acceleration, Palantir is expected to benefit from backloaded government growth in the latter half as increasing global military spending in response to ongoing war efforts bolsters favourable near-term trends for the segment.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/23d0f121f38325521c0b8ebbb42b26b3\" tg-width=\"750\" tg-height=\"500\" referrerpolicy=\"no-referrer\"/><span>Michael Vi/iStock Editorial via Getty Images</span></p><p>Palantir&#39;s stock (NYSE:PLTR) has taken a monthslong beating since reporting two consecutive quarters of mixed results, and after the Fed pivoted towards an aggressive policy stance in November upended the stock market. But regaining footing in the first quarter with a sales beat continues to underscore the company’s fundamental strength, bolstering the outlook on its multi-year growth target of 30% on an annual basis. Palantir continues to demonstrate market share gains across both the public and private sectors by encouraging adoption of its Foundry, Gotham and Apollo solutions through different deployment strategies, including modularization of existing offerings and industry-tailored solutions to better address different end user needs.</p><p>On the government front, the market appears disappointed still in the segment’s slowing growth, with the stock plummeting close to 20% in pre-market trading. But Palantir continues to demonstrate improvements by expanding existing opportunities with non-defense public agencies. Many renewed contracts with non-defense agencies this year, such as the U.S. Center for Disease Control and Prevention (“CDC”), are reflective of the value created by adoption of Palantir’s software under non-recurring COVID-era contracts, and underscores the continued effectiveness of the company’s “land and expand” strategy. Palantir has also played a supportive role in bolstering defense for the U.S. and its allies, as well as war relief efforts as the Russia-Ukraine conflict continues. The combination of increased market penetration into both non-defense and defense public agencies continues to reinforce sustained growth in Palantir’s government segment.</p><p>Meanwhile, Palantir’s commercial segment is also demonstrating continued strength, underscoring effectiveness of its recent roll-out of modularized enterprise solutions to break the barrier of IT resistance to complex new software structures like Foundry. By tailoring Foundry solutions to better suit end users’ needs, Palantir makes its offerings easier to digest and more relevant as digital transformation across the enterprise sector rapidly accelerates, driving better capitalization of related growth opportunities ahead. Recent management rhetoric on slowing SPAC investments are also welcomed news by many investors, as previous concerns of over-reliance on affiliated commercial sector revenues are putting sustainability of Palantir’s topline growth into question.</p><p>While the market performance of growth stocks like Palantir have continued to be challenged by the Fed pivot towards a more aggressive monetary policy stance to quell 40-year-high inflation, the ongoing Russia-Ukraine war and rapid acceleration of digital transformation trends continues to support the company’s fundamental performance by highlighting the value its technologies bring to the table. However, the stock likely faces further near-term volatility as investors continue to mull on the “[durability of Palantir’s] government business and yields on recent investments in commercial”, while broader markets await for further clarity on where current macroeconomic conditions are headed. Yet, with Palantir pushing through on its longer-term growth initiatives, including further expansion into non-U.S. opportunities and continued modularization of its offerings, to encourage mass market adoption and better capitalization of digitization opportunities in coming years, we expect favourable risk/reward at the stock’s current price levels for investors with patience.</p><p><b>Palantir - Brief Recap of 1Q22 Fundamental Performance</b></p><p>Palantir reported first quarter revenues of $446 million (+31% y/y; +3% q/q), beating consensus estimate of $443.51 million (+30% y/y; +2% q/q) and its previous guidance of $443 million (+30% y/y; +2% q/q). But government revenues continued to decelerate at 16% year-on-year growth in the first quarter, providing no respite to investors’ concerns experienced over the past two quarters. Meanwhile, commercial segment growth remains strong, with revenues increasing 54% year-on-year. In the U.S., enterprise opportunities drew in revenue growth of more than 136% year-on-year, which are impressive results that resonate with signs of an inflationary-resistant demand environment ahead of robust digitization trends.</p><p>Earnings fell short of expectations at $0.02 per share, compared with consensus estimate of $0.04 per share. But losses continue to narrow, showing positive progress towards profit realization by mid-decade.</p><p>Meanwhile, cash from operations remain strong, coming in at $35 million for the first quarter (8% margin), while adjusted free cash flows totalled $30 million (7% margin). As discussed in our previous coverage, Palantir’s robust balance sheet with $2.3 billion in cash on hand and zero debt remains a competitive advantage that will minimize its exposure to rising costs of capital ahead and maintain its ability to invest in continued growth.</p><p><b>Expectations for Backloaded Government Growth</b></p><p>Palantir continues to show favourable developments this year across both its government and commercial segments based on recent deal wins observed, bolstering sustainability of its multi-year growth target of more than 30% on an annual basis. While government revenue growth continued to decelerate for the third consecutive quarter, we are expecting some of the new deal wins in response to the ongoing Russia-Ukraine war to materialize further in the latter half of the year. This is also corroborated by management’s expectations for a “wide range of potential upside to [its second quarter guidance], including those driven by [Palantir’s] role in responding to developing geopolitical events”. Paired with continuing momentum from Palantir’s commercial segment, the company continues to show favourable fundamental growth prospects in line with its long-term target despite tightening financial conditions in the current market climate.</p><p><b>Boosted Global Military Spending Tailwinds</b></p><p>On the military front, global governments have been bolstering their defense spending in response to the ongoing Russia-Ukraine war. U.S. allies in Europe are increasing adoption of Palantir’s solutions to facilitate current war efforts spanning “the distribution of materials such as food and beds to Ukrainian refugees…, [to powering] military response against Russia’s invasion of Ukraine”. The war-driven tailwinds for Palantir are further corroborated by the spike in global military spending this year, which has surpassed $2 trillion for the first time and “looks set to rise further as European countries beef up their armed forces in response to Ukraine war”.</p><p><b>Europe:</b>European military expenditures have been increasing for seven years straight, and the trend is expected to “accelerate and intensify” in response to the latest geopolitical crisis in Ukraine. The development bodes favourably with Palantir’s amped up efforts in penetrating opportunities outside of the U.S., especially in Europe. Last quarter, the company announced plans to expand its salesforce in Europe with at least 175 experienced hires this year to accelerate market penetration across the region’s public sector. The announcement came shortly after the company appointed Philippe Mathieu as President of Palantir EMEA to take charge of leading Palantir’s penetration into the sizable addressable market in Europe. And these efforts have already started to pay off nicely, as evidenced by Palantir’s latest contract win with the U.K. Ministry of Defence (“MoD”). Valued at $12.5 million, the contract would require Palantir to implement its Foundry platform across the MoD to enable cost efficiencies by “automating work and reducing data-processing time”.</p><p>Defense spending by the European government alone accounts for a fifth of the global total, underscoring the massive growth opportunities that await Palantir. This is further bolstered by “early indications that modernizing and upgrading weapons systems will be a key priority” for the European governments. Many of the challenges observed in the ongoing Russia-Ukraine war have been “related to things like logistics, fuel, tires and secure communications”, which suggests that a war chest of weapons is insufficient in modern-day warfare and must be complemented by technologies like AI and data analytics to ensure adequate progress. This accordingly reflects Palantir’s improved position in benefiting from a “favourable government spending environment”, especially in Europe, over coming years.</p><p><b>U.S.:</b> Similar tailwinds are expected from the U.S., which is currently the world’s largest military spender. The U.S. government allocated $801 billion to the armed forces last year, representing “as much as 39% of global expenditures”. There has also been an increasing deployment of related funds towards “military research and development, suggesting that the U.S. is focusing more on next-generation technologies”, which bolsters Palantir’s longer-term government segment outlook. Looking ahead, President Biden has recently requested “$813.3 billion in national security spending, including $773 billion for the Pentagon, in the federal budget” for fiscal 2023. The proposed budget represents a 4% increase from the current fiscal year and exceeds the fiscal 2023 budget projected by the White House a year ago by more than $40 billion. In addition to the ongoing Russia-Ukraine war, the U.S. government’s beefed-up budget also “reflects the increasing military challenge from China”.</p><p>A meaningful portion of the allocated budget to the Pentagon – about $130 billion of the $773 billion – will be deployed towards “development of costly new defense systems…, [including] accelerated research into hypersonics and AI”, representing an increase of $15.6 billion compared to projections outlined in the fiscal 2023 budget made last year. But with rising inflationary pressures, some industry experts are expending an even larger increase to related spending in the coming fiscal year, underscoring even greater opportunities for next-generation warfare technology providers like Palantir.</p><p><b>Expanding Adjacent Non-Military Opportunities</b></p><p>Palantir’s effective deployment of COVID-era solutions and support to various non-military public agencies in recent years has also continued to bolster its growing share of related government procurement contracts. In the core U.S. market alone, non-defense agency contracts represented more than 52% of total public sector awards received by the company to date. This continues to underscore Palantir’s ability in diversifying government segment growth drivers and benefiting from opportunities related to major non-defense government agencies. Continued penetration of non-defense government opportunities, which represents about 3% to 4% of annual GDP in the U.S. alone, paired with increased military expenditure in the near-term are expected to reinforce Palantir’s government segment performance:</p><ul><li>COVID-19 Response for the CDC: The latest contract forged between Palantir and the CDC pertaining to the U.S. government’s ongoing COVID-19 response efforts highlights the company’s continued effectiveness in executing its land and expand business strategy. The expanded partnership underscores Palantir’s effective job as a “trusted technology partner” during the pandemic-era. Specifically, the latest partnership with the CDC results from Palantir’s success in helping the Department of Health and Human Services (“HHS”) with vaccine distribution in mid-2020. Palantir’s solutions have been procured under the latest contract with the CDC, valued at $5.3 million, to support the department’s “key distribution and supply chain efforts” pertaining to ongoing COVID-19 response efforts.</li><li>CDC DCIPHER Program Extension: The CDC has expanded its use of Palantir’s solutions in support of the “Data Collation and Integration for Public Health Event Response” (“DCIPHER”) Program. Palantir has been supporting the roll-out of the CDC’s DCIPHER Program since 2010. The latest extension will further Palantir’s participation in the CDC’s ongoing efforts related to modernizing the agency’s data management system, and supporting “time-sensitive data integration, management and analysis that widespread events require”.</li><li>HHS SHARE Blanket Purchase Agreement: Earlier this month, Palantir was rewarded another contract by the HHS to support its “5-year Solutioning with Holistic Analytics Restructure for the Enterprise (“SHARE”)” program under a Blanket Purchase Agreement (“BPA”). Valued at $90 million, the BPA will require Palantir’s platform be implemented across the HHS’ “many agencies and missions…to support their work”. Palantir was selected based on its proven strength in delivering effective “built-in data protection features, innovative technology, and common security framework”, which further corroborates our observations that the company’s achievements with non-defense public agencies during the pandemic-era have been a beneficial trial period that is driving today’s expansion. Palantir’s initial obligation under the BPA is a “10.5 month, multi-million-dollar contract to support HHS’ core administrative data and applications through a vertically integrated platform that allows teams to configure low to no code applications to manage, ingest, and access data securely, across business domains” using its Foundry platform.</li></ul><p><b>Commercial Acceleration</b></p><p>Acceleration in Palantir’s commercial sector has been consistently gaining momentum in recent quarters. Despite tightening financial conditions in the economy, the segment’s latest results continue to underscore the critical role that Palantir plays in the enterprise sector’s ongoing digital transformation efforts. More than half of the corporate scene have expressed that they would rather “tighten the belt” in other parts of the business than to miss out on digital transformation, which is considered a strategic investment in differentiating themselves from competitors, while also enabling cost efficiencies. Commercial customers are increasing demand for tools to make sense of their massive data troves. To date, only 4% of companies claim to have a &#34;highly sophisticated approach to leveraging data”, leaving sizable growth opportunities for Palantir over coming years.</p><p><b>Modularization:</b>The company’s continued commitment to modularization and honing its offerings to better suit end users’ needs are also bolstering its capitalization of opportunities stemming from demand environment. In addition to Foundry for Builders, which we have previously analyzed as an effective tool for driving mass market adoption in the corporate sector over coming years, Palantir has also been ramping up deployment of modular offerings like “Carbon Emissions Management” and “Anti-Money Laundering / Know Your Client” solutions to increase its appeal to the commercial sector, including the emerging crypto sector, which stands to expose Palantir to a broader market that is expected to grow into a $67 billion opportunity by mid-decade.</p><p><b>Industry-Specific Solutions:</b>There has also been a consistent trend of leveraging third-party expertise in the development of industry-tailored versions of its Foundry platform. After forging a $25 million multi-year deal with Hyundai Heavy earlier this year to co-develop and commercialize software tools curated for breaking down siloed data fields across relevant workflows spanning shipbuilding to industrial machinery processes, Palantir is back at it again with a similar deal forged with Jacobs (J), a consulting and project delivery expert for both the public and private sectors.</p><p>Palantir and Jacobs will collaborate on the development and launch of a “joint data analytics offering to support public and private sector clients in solving their most complex water infrastructure problems”. Built on Palantir’s Foundry platform, the joint data analytics offering will also be leveraging Jacobs’ existing expertise in providing operations and maintenance (“O&amp;M”) solutions to the water sector, as well as its “proprietary machine learning modules and wastewater process optimization tools”. The joint analytics tool aims at driving insights that can help increase water plant performance, cost efficiencies, security from cyber threats, and compliance with ESG goals – all of which are pressing needs to support the evolution of critical water infrastructure required to satisfy rising “global demand for clean water, more stringent regulatory issues, and increasing environmental concerns”. With the global water and wastewater treatment addressable market expected to exceed $200 billion by mid-decade, Palantir’s latest foray into the water infrastructure sector with the help of Jacobs marks another significant step towards greater commercial penetration.</p><p><b>Seamless Digital Migration with Apollo:</b>In addition to developments made with Foundry that are accelerating growth for Palantir’s commercial segment, the company’s recent roll-out of a new suite of offerings available within Apollo also heightens its appeal to the enterprise sector. Apollo is an operating system developed by Palantir to facilitate “autonomous software deployment across environments” faster and in a more efficient way to ensure scalability. Apollo has already “managed the deployment, security, and upgrades for Palantir’s software, including 500+ independently released microservices across 300+ unique environments”, accentuating the system’s proven effectiveness.</p><p>The latest product additions within Apollo include “Cloud Portability”, which allows “organizations to maintain flexibility across cloud providers” by housing different cloud provider managed operating systems under <a href=\"https://laohu8.com/S/AONE.U\">one</a> roof. This creates a particular appeal to the corporate sector’s increasing migration of workloads from legacy IT systems to the cloud, which is considered a business essential that drives “better economies, more innovation and greater speed”. With more than half of global corporations indicating plans to allocate a significant share of budgeted investments to cloud-related projects over the next two years, the Apollo operating system and its newly curated offerings stand to further Palantir’s reach into related opportunities over coming years.</p><p><b>Fundamental Estimate Update</b></p><p>Adjusting our latest Palantir financial forecast for its actual first quarter financial results, and growth outlook based on recent developments discussed in the foregoing analysis, the company remains on a positive track towards reaching +30% revenue growth this year. Our base case forecast expects revenues to total $2.0 billion by the end of the year (+30% y/y), driven by continued commercial acceleration, as well as restored government momentum in the latter half resulting from solution deployments related to the ongoing Russia-Ukraine war.</p><p>Consistent with narrowing losses observed in recent quarters, the company’s expected trajectory towards profits by mid-decade remains intact. Operating margins are expected to further improve over time as Palantir continues to ramp deployment of new and existing offerings and achieve greater economies of scale. Share-based compensation expenses, which investors consider a sore spot for the company, are also expected to further improve and taper towards lower levels by mid-decade. Share-based compensation as a percentage of total revenues has consistently improved from 116% in 2020 (4Q20: 75%) to about 50% in 2021 (4Q21: 39%) and 33% in 1Q22. This continues to signal Palantir&#39;s increasing balance between top talent retention through generous compensation packages and growth-driven economies of scale to facilitate meaningful margin expansion towards GAAP-based net profits by 2025.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fd5dc583f4af09214f856ea934172fdd\" tg-width=\"640\" tg-height=\"167\" referrerpolicy=\"no-referrer\"/><span>Palantir Financial Forecast (Author)</span></p><p><b>PLTR</b> <b>Stock Valuation Update</b></p><p>The market continues to be extremely unforgiving towards signs of near-term underperformance in growth stocks like Palantir. The stock’s massive pullback in value in recent months as a result of three consecutive quarters of decelerating government growth has effectively erased Palantir’s previous premium to the broader SaaS peer group. At under $8 per share (May 9th), Palantir current trades at about 6x EV/’23 sales, which is below the SaaS mean of 8.1x and median of 7.8x. Considering Palantir’s continued fundamental strength, which includes 1) continued top-line growth expected at more than 30% per year as analyzed in the foregoing analysis, 2) self-sufficient, cash-positive day-to-day operations, and 3) a robust balance sheet with $2.3 billion in cash on hand and zero debt to facilitate continued growth with minimal exposure to rising costs of capital, we are confident in the return of a favourable risk-reward payoff at current price levels for patient long-term investors.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1c2ba02fa1bb38f522606760ccfaf427\" tg-width=\"640\" tg-height=\"226\" referrerpolicy=\"no-referrer\"/><span>Palantir Valuation Analysis (Author)</span></p><p>Considering the ongoing compression of valuation multiples observed across the SaaS peer group in response to still-evolving economic uncertainties stemming from macro challenges including runaway inflation and tightening monetary policy, we are adjusting our 12-month price target for the stock from $26 to $15. Our near-term price target implies a 10.8x EV/’23 sales to better reflect the currently contracted valuation environment for SaaS stocks, compensated by Palantir’s increasing appeal to commercial sector digitization needs, and its “favourable government spending environment” expected in the near-term as discussed in earlier sections.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/95c199352b87f7154fdda41bff9f33ec\" tg-width=\"640\" tg-height=\"171\" referrerpolicy=\"no-referrer\"/><span>Palantir Valuation Analysis (Author)</span></p><p><b>Conclusion</b></p><p>While we have tapered our near-term expectations for the stock considering the current risk-off environment for growth equities, we remain optimistic on its longer-term upside potential. Palantir’s software solutions remain the best-in-class for addressing critical data management and analytics needs across both the public and private sector. With robust customer growth still, and a strong demand environment ahead of global digitization trends, Palantir continues to sit on a mountain of opportunities stemming from a market that is still significantly under-addressed. This accordingly underscores further fundamental growth in coming years, buoying better valuation prospects over the longer-term especially when the current market storm subsides.</p><p>Author&#39;s Note: Thank you for reading my analysis. Please note that we will be launching a Livy Investment Research Marketplace service on June 1. The service will allow you to follow my coverage portfolio, interact with me directly, and participate in chat rooms with other subscribers. Early subscribers will receive a legacy discount at $249 per year. Stay tuned for more details as we ramp up to launch in the coming months.</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>Palantir: Market Has Completely Misunderstood Its Latest Earnings</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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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\">\nPalantir: Market Has Completely Misunderstood Its Latest Earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-10 08:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4509127-palantir-q1-earnings-stock-selloff-market-misunderstood><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir's post-earning sell-off underscores the market's disappointment with another weak showing for government sector revenues.It also accentuates the market's ongoing ignorance of Palantir'...</p>\n\n<a href=\"https://seekingalpha.com/article/4509127-palantir-q1-earnings-stock-selloff-market-misunderstood\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4509127-palantir-q1-earnings-stock-selloff-market-misunderstood","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2234773775","content_text":"SummaryPalantir's post-earning sell-off underscores the market's disappointment with another weak showing for government sector revenues.It also accentuates the market's ongoing ignorance of Palantir's success in achieving commercial acceleration despite tightening financial conditions and an increasingly uncertain economic growth outlook.Palantir's continued effectiveness in deploying its \"land and expand\" business growth strategy, as evidence by 1Q22 government contract wins, has also been faced with market disregard.Although the ongoing development of macroeconomic challenges continue to fuel the contracting valuation environment across growth stocks, Palantir's fundamental outlook continues to be supported by a robust demand environment.In addition to continued commercial acceleration, Palantir is expected to benefit from backloaded government growth in the latter half as increasing global military spending in response to ongoing war efforts bolsters favourable near-term trends for the segment.Michael Vi/iStock Editorial via Getty ImagesPalantir's stock (NYSE:PLTR) has taken a monthslong beating since reporting two consecutive quarters of mixed results, and after the Fed pivoted towards an aggressive policy stance in November upended the stock market. But regaining footing in the first quarter with a sales beat continues to underscore the company’s fundamental strength, bolstering the outlook on its multi-year growth target of 30% on an annual basis. Palantir continues to demonstrate market share gains across both the public and private sectors by encouraging adoption of its Foundry, Gotham and Apollo solutions through different deployment strategies, including modularization of existing offerings and industry-tailored solutions to better address different end user needs.On the government front, the market appears disappointed still in the segment’s slowing growth, with the stock plummeting close to 20% in pre-market trading. But Palantir continues to demonstrate improvements by expanding existing opportunities with non-defense public agencies. Many renewed contracts with non-defense agencies this year, such as the U.S. Center for Disease Control and Prevention (“CDC”), are reflective of the value created by adoption of Palantir’s software under non-recurring COVID-era contracts, and underscores the continued effectiveness of the company’s “land and expand” strategy. Palantir has also played a supportive role in bolstering defense for the U.S. and its allies, as well as war relief efforts as the Russia-Ukraine conflict continues. The combination of increased market penetration into both non-defense and defense public agencies continues to reinforce sustained growth in Palantir’s government segment.Meanwhile, Palantir’s commercial segment is also demonstrating continued strength, underscoring effectiveness of its recent roll-out of modularized enterprise solutions to break the barrier of IT resistance to complex new software structures like Foundry. By tailoring Foundry solutions to better suit end users’ needs, Palantir makes its offerings easier to digest and more relevant as digital transformation across the enterprise sector rapidly accelerates, driving better capitalization of related growth opportunities ahead. Recent management rhetoric on slowing SPAC investments are also welcomed news by many investors, as previous concerns of over-reliance on affiliated commercial sector revenues are putting sustainability of Palantir’s topline growth into question.While the market performance of growth stocks like Palantir have continued to be challenged by the Fed pivot towards a more aggressive monetary policy stance to quell 40-year-high inflation, the ongoing Russia-Ukraine war and rapid acceleration of digital transformation trends continues to support the company’s fundamental performance by highlighting the value its technologies bring to the table. However, the stock likely faces further near-term volatility as investors continue to mull on the “[durability of Palantir’s] government business and yields on recent investments in commercial”, while broader markets await for further clarity on where current macroeconomic conditions are headed. Yet, with Palantir pushing through on its longer-term growth initiatives, including further expansion into non-U.S. opportunities and continued modularization of its offerings, to encourage mass market adoption and better capitalization of digitization opportunities in coming years, we expect favourable risk/reward at the stock’s current price levels for investors with patience.Palantir - Brief Recap of 1Q22 Fundamental PerformancePalantir reported first quarter revenues of $446 million (+31% y/y; +3% q/q), beating consensus estimate of $443.51 million (+30% y/y; +2% q/q) and its previous guidance of $443 million (+30% y/y; +2% q/q). But government revenues continued to decelerate at 16% year-on-year growth in the first quarter, providing no respite to investors’ concerns experienced over the past two quarters. Meanwhile, commercial segment growth remains strong, with revenues increasing 54% year-on-year. In the U.S., enterprise opportunities drew in revenue growth of more than 136% year-on-year, which are impressive results that resonate with signs of an inflationary-resistant demand environment ahead of robust digitization trends.Earnings fell short of expectations at $0.02 per share, compared with consensus estimate of $0.04 per share. But losses continue to narrow, showing positive progress towards profit realization by mid-decade.Meanwhile, cash from operations remain strong, coming in at $35 million for the first quarter (8% margin), while adjusted free cash flows totalled $30 million (7% margin). As discussed in our previous coverage, Palantir’s robust balance sheet with $2.3 billion in cash on hand and zero debt remains a competitive advantage that will minimize its exposure to rising costs of capital ahead and maintain its ability to invest in continued growth.Expectations for Backloaded Government GrowthPalantir continues to show favourable developments this year across both its government and commercial segments based on recent deal wins observed, bolstering sustainability of its multi-year growth target of more than 30% on an annual basis. While government revenue growth continued to decelerate for the third consecutive quarter, we are expecting some of the new deal wins in response to the ongoing Russia-Ukraine war to materialize further in the latter half of the year. This is also corroborated by management’s expectations for a “wide range of potential upside to [its second quarter guidance], including those driven by [Palantir’s] role in responding to developing geopolitical events”. Paired with continuing momentum from Palantir’s commercial segment, the company continues to show favourable fundamental growth prospects in line with its long-term target despite tightening financial conditions in the current market climate.Boosted Global Military Spending TailwindsOn the military front, global governments have been bolstering their defense spending in response to the ongoing Russia-Ukraine war. U.S. allies in Europe are increasing adoption of Palantir’s solutions to facilitate current war efforts spanning “the distribution of materials such as food and beds to Ukrainian refugees…, [to powering] military response against Russia’s invasion of Ukraine”. The war-driven tailwinds for Palantir are further corroborated by the spike in global military spending this year, which has surpassed $2 trillion for the first time and “looks set to rise further as European countries beef up their armed forces in response to Ukraine war”.Europe:European military expenditures have been increasing for seven years straight, and the trend is expected to “accelerate and intensify” in response to the latest geopolitical crisis in Ukraine. The development bodes favourably with Palantir’s amped up efforts in penetrating opportunities outside of the U.S., especially in Europe. Last quarter, the company announced plans to expand its salesforce in Europe with at least 175 experienced hires this year to accelerate market penetration across the region’s public sector. The announcement came shortly after the company appointed Philippe Mathieu as President of Palantir EMEA to take charge of leading Palantir’s penetration into the sizable addressable market in Europe. And these efforts have already started to pay off nicely, as evidenced by Palantir’s latest contract win with the U.K. Ministry of Defence (“MoD”). Valued at $12.5 million, the contract would require Palantir to implement its Foundry platform across the MoD to enable cost efficiencies by “automating work and reducing data-processing time”.Defense spending by the European government alone accounts for a fifth of the global total, underscoring the massive growth opportunities that await Palantir. This is further bolstered by “early indications that modernizing and upgrading weapons systems will be a key priority” for the European governments. Many of the challenges observed in the ongoing Russia-Ukraine war have been “related to things like logistics, fuel, tires and secure communications”, which suggests that a war chest of weapons is insufficient in modern-day warfare and must be complemented by technologies like AI and data analytics to ensure adequate progress. This accordingly reflects Palantir’s improved position in benefiting from a “favourable government spending environment”, especially in Europe, over coming years.U.S.: Similar tailwinds are expected from the U.S., which is currently the world’s largest military spender. The U.S. government allocated $801 billion to the armed forces last year, representing “as much as 39% of global expenditures”. There has also been an increasing deployment of related funds towards “military research and development, suggesting that the U.S. is focusing more on next-generation technologies”, which bolsters Palantir’s longer-term government segment outlook. Looking ahead, President Biden has recently requested “$813.3 billion in national security spending, including $773 billion for the Pentagon, in the federal budget” for fiscal 2023. The proposed budget represents a 4% increase from the current fiscal year and exceeds the fiscal 2023 budget projected by the White House a year ago by more than $40 billion. In addition to the ongoing Russia-Ukraine war, the U.S. government’s beefed-up budget also “reflects the increasing military challenge from China”.A meaningful portion of the allocated budget to the Pentagon – about $130 billion of the $773 billion – will be deployed towards “development of costly new defense systems…, [including] accelerated research into hypersonics and AI”, representing an increase of $15.6 billion compared to projections outlined in the fiscal 2023 budget made last year. But with rising inflationary pressures, some industry experts are expending an even larger increase to related spending in the coming fiscal year, underscoring even greater opportunities for next-generation warfare technology providers like Palantir.Expanding Adjacent Non-Military OpportunitiesPalantir’s effective deployment of COVID-era solutions and support to various non-military public agencies in recent years has also continued to bolster its growing share of related government procurement contracts. In the core U.S. market alone, non-defense agency contracts represented more than 52% of total public sector awards received by the company to date. This continues to underscore Palantir’s ability in diversifying government segment growth drivers and benefiting from opportunities related to major non-defense government agencies. Continued penetration of non-defense government opportunities, which represents about 3% to 4% of annual GDP in the U.S. alone, paired with increased military expenditure in the near-term are expected to reinforce Palantir’s government segment performance:COVID-19 Response for the CDC: The latest contract forged between Palantir and the CDC pertaining to the U.S. government’s ongoing COVID-19 response efforts highlights the company’s continued effectiveness in executing its land and expand business strategy. The expanded partnership underscores Palantir’s effective job as a “trusted technology partner” during the pandemic-era. Specifically, the latest partnership with the CDC results from Palantir’s success in helping the Department of Health and Human Services (“HHS”) with vaccine distribution in mid-2020. Palantir’s solutions have been procured under the latest contract with the CDC, valued at $5.3 million, to support the department’s “key distribution and supply chain efforts” pertaining to ongoing COVID-19 response efforts.CDC DCIPHER Program Extension: The CDC has expanded its use of Palantir’s solutions in support of the “Data Collation and Integration for Public Health Event Response” (“DCIPHER”) Program. Palantir has been supporting the roll-out of the CDC’s DCIPHER Program since 2010. The latest extension will further Palantir’s participation in the CDC’s ongoing efforts related to modernizing the agency’s data management system, and supporting “time-sensitive data integration, management and analysis that widespread events require”.HHS SHARE Blanket Purchase Agreement: Earlier this month, Palantir was rewarded another contract by the HHS to support its “5-year Solutioning with Holistic Analytics Restructure for the Enterprise (“SHARE”)” program under a Blanket Purchase Agreement (“BPA”). Valued at $90 million, the BPA will require Palantir’s platform be implemented across the HHS’ “many agencies and missions…to support their work”. Palantir was selected based on its proven strength in delivering effective “built-in data protection features, innovative technology, and common security framework”, which further corroborates our observations that the company’s achievements with non-defense public agencies during the pandemic-era have been a beneficial trial period that is driving today’s expansion. Palantir’s initial obligation under the BPA is a “10.5 month, multi-million-dollar contract to support HHS’ core administrative data and applications through a vertically integrated platform that allows teams to configure low to no code applications to manage, ingest, and access data securely, across business domains” using its Foundry platform.Commercial AccelerationAcceleration in Palantir’s commercial sector has been consistently gaining momentum in recent quarters. Despite tightening financial conditions in the economy, the segment’s latest results continue to underscore the critical role that Palantir plays in the enterprise sector’s ongoing digital transformation efforts. More than half of the corporate scene have expressed that they would rather “tighten the belt” in other parts of the business than to miss out on digital transformation, which is considered a strategic investment in differentiating themselves from competitors, while also enabling cost efficiencies. Commercial customers are increasing demand for tools to make sense of their massive data troves. To date, only 4% of companies claim to have a \"highly sophisticated approach to leveraging data”, leaving sizable growth opportunities for Palantir over coming years.Modularization:The company’s continued commitment to modularization and honing its offerings to better suit end users’ needs are also bolstering its capitalization of opportunities stemming from demand environment. In addition to Foundry for Builders, which we have previously analyzed as an effective tool for driving mass market adoption in the corporate sector over coming years, Palantir has also been ramping up deployment of modular offerings like “Carbon Emissions Management” and “Anti-Money Laundering / Know Your Client” solutions to increase its appeal to the commercial sector, including the emerging crypto sector, which stands to expose Palantir to a broader market that is expected to grow into a $67 billion opportunity by mid-decade.Industry-Specific Solutions:There has also been a consistent trend of leveraging third-party expertise in the development of industry-tailored versions of its Foundry platform. After forging a $25 million multi-year deal with Hyundai Heavy earlier this year to co-develop and commercialize software tools curated for breaking down siloed data fields across relevant workflows spanning shipbuilding to industrial machinery processes, Palantir is back at it again with a similar deal forged with Jacobs (J), a consulting and project delivery expert for both the public and private sectors.Palantir and Jacobs will collaborate on the development and launch of a “joint data analytics offering to support public and private sector clients in solving their most complex water infrastructure problems”. Built on Palantir’s Foundry platform, the joint data analytics offering will also be leveraging Jacobs’ existing expertise in providing operations and maintenance (“O&M”) solutions to the water sector, as well as its “proprietary machine learning modules and wastewater process optimization tools”. The joint analytics tool aims at driving insights that can help increase water plant performance, cost efficiencies, security from cyber threats, and compliance with ESG goals – all of which are pressing needs to support the evolution of critical water infrastructure required to satisfy rising “global demand for clean water, more stringent regulatory issues, and increasing environmental concerns”. With the global water and wastewater treatment addressable market expected to exceed $200 billion by mid-decade, Palantir’s latest foray into the water infrastructure sector with the help of Jacobs marks another significant step towards greater commercial penetration.Seamless Digital Migration with Apollo:In addition to developments made with Foundry that are accelerating growth for Palantir’s commercial segment, the company’s recent roll-out of a new suite of offerings available within Apollo also heightens its appeal to the enterprise sector. Apollo is an operating system developed by Palantir to facilitate “autonomous software deployment across environments” faster and in a more efficient way to ensure scalability. Apollo has already “managed the deployment, security, and upgrades for Palantir’s software, including 500+ independently released microservices across 300+ unique environments”, accentuating the system’s proven effectiveness.The latest product additions within Apollo include “Cloud Portability”, which allows “organizations to maintain flexibility across cloud providers” by housing different cloud provider managed operating systems under one roof. This creates a particular appeal to the corporate sector’s increasing migration of workloads from legacy IT systems to the cloud, which is considered a business essential that drives “better economies, more innovation and greater speed”. With more than half of global corporations indicating plans to allocate a significant share of budgeted investments to cloud-related projects over the next two years, the Apollo operating system and its newly curated offerings stand to further Palantir’s reach into related opportunities over coming years.Fundamental Estimate UpdateAdjusting our latest Palantir financial forecast for its actual first quarter financial results, and growth outlook based on recent developments discussed in the foregoing analysis, the company remains on a positive track towards reaching +30% revenue growth this year. Our base case forecast expects revenues to total $2.0 billion by the end of the year (+30% y/y), driven by continued commercial acceleration, as well as restored government momentum in the latter half resulting from solution deployments related to the ongoing Russia-Ukraine war.Consistent with narrowing losses observed in recent quarters, the company’s expected trajectory towards profits by mid-decade remains intact. Operating margins are expected to further improve over time as Palantir continues to ramp deployment of new and existing offerings and achieve greater economies of scale. Share-based compensation expenses, which investors consider a sore spot for the company, are also expected to further improve and taper towards lower levels by mid-decade. Share-based compensation as a percentage of total revenues has consistently improved from 116% in 2020 (4Q20: 75%) to about 50% in 2021 (4Q21: 39%) and 33% in 1Q22. This continues to signal Palantir's increasing balance between top talent retention through generous compensation packages and growth-driven economies of scale to facilitate meaningful margin expansion towards GAAP-based net profits by 2025.Palantir Financial Forecast (Author)PLTR Stock Valuation UpdateThe market continues to be extremely unforgiving towards signs of near-term underperformance in growth stocks like Palantir. The stock’s massive pullback in value in recent months as a result of three consecutive quarters of decelerating government growth has effectively erased Palantir’s previous premium to the broader SaaS peer group. At under $8 per share (May 9th), Palantir current trades at about 6x EV/’23 sales, which is below the SaaS mean of 8.1x and median of 7.8x. Considering Palantir’s continued fundamental strength, which includes 1) continued top-line growth expected at more than 30% per year as analyzed in the foregoing analysis, 2) self-sufficient, cash-positive day-to-day operations, and 3) a robust balance sheet with $2.3 billion in cash on hand and zero debt to facilitate continued growth with minimal exposure to rising costs of capital, we are confident in the return of a favourable risk-reward payoff at current price levels for patient long-term investors.Palantir Valuation Analysis (Author)Considering the ongoing compression of valuation multiples observed across the SaaS peer group in response to still-evolving economic uncertainties stemming from macro challenges including runaway inflation and tightening monetary policy, we are adjusting our 12-month price target for the stock from $26 to $15. Our near-term price target implies a 10.8x EV/’23 sales to better reflect the currently contracted valuation environment for SaaS stocks, compensated by Palantir’s increasing appeal to commercial sector digitization needs, and its “favourable government spending environment” expected in the near-term as discussed in earlier sections.Palantir Valuation Analysis (Author)ConclusionWhile we have tapered our near-term expectations for the stock considering the current risk-off environment for growth equities, we remain optimistic on its longer-term upside potential. Palantir’s software solutions remain the best-in-class for addressing critical data management and analytics needs across both the public and private sector. With robust customer growth still, and a strong demand environment ahead of global digitization trends, Palantir continues to sit on a mountain of opportunities stemming from a market that is still significantly under-addressed. This accordingly underscores further fundamental growth in coming years, buoying better valuation prospects over the longer-term especially when the current market storm subsides.Author's Note: Thank you for reading my analysis. Please note that we will be launching a Livy Investment Research Marketplace service on June 1. The service will allow you to follow my coverage portfolio, interact with me directly, and participate in chat rooms with other subscribers. Early subscribers will receive a legacy discount at $249 per year. Stay tuned for more details as we ramp up to launch in the coming months.","news_type":1,"symbols_score_info":{"PLTR":1}},"isVote":1,"tweetType":1,"viewCount":1173,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9062326520,"gmtCreate":1652009969160,"gmtModify":1676535013095,"author":{"id":"3572055809988252","authorId":"3572055809988252","name":"Woobenny","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572055809988252","idStr":"3572055809988252"},"themes":[],"htmlText":"Great company having a bright future!","listText":"Great company having a bright future!","text":"Great company having a bright future!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9062326520","repostId":"1181610225","repostType":4,"repost":{"id":"1181610225","kind":"news","pubTimestamp":1651979830,"share":"https://ttm.financial/m/news/1181610225?lang=en_US&edition=fundamental","pubTime":"2022-05-08 11:17","market":"us","language":"en","title":"SQ Stock Is a Strong Buy After Q1 Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=1181610225","media":"InvestorPlace","summary":"Block(NYSE:SQ) is a clear winner of this earnings season. The digital payment company, formerly know","content":"<div>\n<p>Block(NYSE:SQ) is a clear winner of this earnings season. The digital payment company, formerly known as Square, has emerged as a leader in the fintech space. Its earnings report for this quarter wasn...</p>\n\n<a href=\"https://investorplace.com/2022/05/sq-stock-is-a-strong-buy-after-q1-earnings/\">Source Link</a>\n\n</div>\n","source":"lsy1606302653667","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>SQ Stock Is a Strong Buy After Q1 Earnings</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSQ Stock Is a Strong Buy After Q1 Earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-08 11:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/05/sq-stock-is-a-strong-buy-after-q1-earnings/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Block(NYSE:SQ) is a clear winner of this earnings season. The digital payment company, formerly known as Square, has emerged as a leader in the fintech space. Its earnings report for this quarter wasn...</p>\n\n<a href=\"https://investorplace.com/2022/05/sq-stock-is-a-strong-buy-after-q1-earnings/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://investorplace.com/2022/05/sq-stock-is-a-strong-buy-after-q1-earnings/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181610225","content_text":"Block(NYSE:SQ) is a clear winner of this earnings season. The digital payment company, formerly known as Square, has emerged as a leader in the fintech space. Its earnings report for this quarter wasn’t all positive, but it was enough to send SQ stock up in after-hours trading yesterday. While shares have been turbulent today, analysts remain bullish following the earnings report, foreseeing better things ahead for the company.What’s Happening With SQ StockAs noted, SQ stock did not rise after yesterday’s call until markets had closed. Extended trading hours brought a 10% surge, but today, shares are back in the red. SQ began today by falling 9% but is already moving upward. As of this writing, it is only down 4% for the day and looks poised to pull back into the green soon.It makes sense that SQ would be volatile after the earnings report brought both good and bad news. However, it is clear that the good far outweighs the bad as far as analysts are concerned. Let’s take a look at the factors at play here.Why It MattersThe less-than-positive news is that Block did not meet expectations for revenue or earnings for the previous quarter. While that’s never a great sign for investors, the company did issue positive signals for its Cash App arm. Block’s gross profit for the mobile wallet system was$578 million, a figure that exceeded Wall Street expectations. And that number isn’t even including profit from Afterpay, an Australian buy now pay later (BNPL) app recently acquired by Block.Another negative headwind that Block has been facing lately is the falling of cryptocurrency prices. Indeed, Bitcoin(BTC-USD) prices are plunging today, and many other cryptos are following. The market selloff that sent many tech stocks down yesterday has spread to digital assets, and risk-averse investors are backing off crypto plays. As weakening demand for crypto pushes prices down, companies like Block will be pushed down with it. However, most of Wall Street hasn’t soured on SQ stock.Prior to the earnings report, SQ received two analyst upgrades. Since the report, it has received more. Mayank Tandon of Needhamrecently reiterated a “buy” rating and set a price target of $135. Mizuho Securities analyst Dan Dolev remains bullish on SQ, maintaining his “buy” rating and setting a $215 price target. Mark Palmer of BTIG isn’t quite so optimistic, but he also reiterated a “buy” rating and assigned SQ aprice target of $175. The TipRanks analyst rating consensus is that SQ stock is a “strong buy,” with 30 analysts maintaining buy ratings.In a note to investors, analyst Ramsey El-Assal of Barclays credited Cash App with being the “standout of Q1.” The mobile payments acquisition may be what saves the company.What It MeansClearly, Wall Street is choosing to see the big picture when it comes to SQ stock. They have plenty of reason to. As noted on the call, “Cash App generated $624 million of gross profit in the first quarter, an increase of 26% year-over-year and 94% on a three-year compound annual growth rate (CAGR) basis.”There’s no reason to expect that these growth trends won’t continue throughout the current quarter and beyond. And with the addition of Afterpay, Block will have another dynamic growth driver, particularly in international markets. SQ stock should definitely be on the radar of investors looking for bullish fintech plays.","news_type":1,"symbols_score_info":{"SQ":0.9}},"isVote":1,"tweetType":1,"viewCount":1299,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9061595156,"gmtCreate":1651637723722,"gmtModify":1676534940949,"author":{"id":"3572055809988252","authorId":"3572055809988252","name":"Woobenny","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572055809988252","idStr":"3572055809988252"},"themes":[],"htmlText":"Interesting to see if it's going to re-pick&nbsp;up $PLTR in the future!","listText":"Interesting to see if it's going to re-pick&nbsp;up $PLTR in the future!","text":"Interesting to see if it's going to re-pick up $PLTR in the future!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9061595156","repostId":"1166304032","repostType":4,"isVote":1,"tweetType":1,"viewCount":1938,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9069759599,"gmtCreate":1651366619178,"gmtModify":1676534894965,"author":{"id":"3572055809988252","authorId":"3572055809988252","name":"Woobenny","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572055809988252","idStr":"3572055809988252"},"themes":[],"htmlText":"Would expect a higher volatility in the coming months, though the current tech downtrend somehow reminds me with the internet dot com bubble in early 2000s.","listText":"Would expect a higher volatility in the coming months, though the current tech downtrend somehow reminds me with the internet dot com bubble in early 2000s.","text":"Would expect a higher volatility in the coming months, though the current tech downtrend somehow reminds me with the internet dot com bubble in early 2000s.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9069759599","repostId":"2231267307","repostType":4,"isVote":1,"tweetType":1,"viewCount":1547,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3572923586954779","authorId":"3572923586954779","name":"LimLS","avatar":"https://static.tigerbbs.com/217b03b0c4808fb537070ba4e8f9d83f","crmLevel":12,"crmLevelSwitch":1,"authorIdStr":"3572923586954779","idStr":"3572923586954779"},"content":"the difference is these companies are still highly profitable while during the dot-com bubble, most had nothing to show on their balance sheet. So if a bear do come, it should not blow up too badly","text":"the difference is these companies are still highly profitable while during the dot-com bubble, most had nothing to show on their balance sheet. So if a bear do come, it should not blow up too badly","html":"the difference is these companies are still highly profitable while during the dot-com bubble, most had nothing to show on their balance sheet. So if a bear do come, it should not blow up too badly"},{"author":{"id":"3581980965309451","authorId":"3581980965309451","name":"Eded","avatar":"https://static.tigerbbs.com/41a629a3014601072ee8dc2d151d1796","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"3581980965309451","idStr":"3581980965309451"},"content":"Let it dip further for two months","text":"Let it dip further for two months","html":"Let it dip further for two months"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9069829710,"gmtCreate":1651276854410,"gmtModify":1676534881244,"author":{"id":"3572055809988252","authorId":"3572055809988252","name":"Woobenny","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572055809988252","idStr":"3572055809988252"},"themes":[],"htmlText":"Nice announcement timing. Helped the stocks to hold off the downtrend caused by the weak market today! Would be down even more otherwise.","listText":"Nice announcement timing. Helped the stocks to hold off the downtrend caused by the weak market today! Would be down even more otherwise.","text":"Nice announcement timing. Helped the stocks to hold off the downtrend caused by the weak market today! Would be down even more otherwise.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9069829710","repostId":"1199070862","repostType":4,"repost":{"id":"1199070862","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1651241437,"share":"https://ttm.financial/m/news/1199070862?lang=en_US&edition=fundamental","pubTime":"2022-04-29 22:10","market":"us","language":"en","title":"Sea and Grab Stocks Jumped More Than 7% in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1199070862","media":"Tiger Newspress","summary":"Sea and Grab stocks jumped more than 7% in morning trading.TWO Singapore-based consortia are among o","content":"<html><head></head><body><p>Sea and Grab stocks jumped more than 7% in morning trading.</p><p><img src=\"https://static.tigerbbs.com/627c4580c9465c7297525b33d5887d70\" tg-width=\"406\" tg-height=\"109\" referrerpolicy=\"no-referrer\"/></p><p>TWO Singapore-based consortia are among one of the 5 winners that bagged Malaysia’s digital bank licences.</p><p>According to Bank Negara Malaysia on Apr 29, a consortium led by GXS Bank and Kuok Brothers, and another consortium led by Sea Limited and YTL Digital Capital, were among the 5 winners.</p><p>GXS Bank is a Grab-Singtel consortium, while the New York Stock Exchange-listed Sea Limited is the parent company of e-commerce platform Shopee. Both companies secured Singapore digital bank licences in 2020.</p><p>The other 3 winners include an e-wallet company Boost Holdings and RHB Bank consortium, a consortium of Aeon Financial Service, Aeon Credit Service and US-listed fintech firm MoneyLion, as well as a consortium led by KAF Investment Bank. Boost is a unit of Malaysia’s telecommunications group Axiata, while MoneyLion is co-founded by Malaysian Foong Chee Mun.</p><p>There were a total of 29 consortia that applied for the digital bank licences in June 2020.</p><p>In a media statement, Bank Negara Malaysia said the assessment criteria cover the character and integrity of applicants, nature and sufficiency of financial resources, soundness and feasibility of business and technology plans, as well as the ability to address financial inclusion gaps.</p><p>The successful applicants will undergo a period of operational readiness that will be validated by Bank Negara Malaysia through an audit before they can commence operations. This process may take between 12 and 24 months.</p><p>With the award of digital bank licences, the central bank’s governor Nor Shamsiah expects the digital bank operators to further advance the country’s financial inclusion.</p><p>“By adopting digital technology more widely for everyday transactions, we can significantly increase opportunities for our society to participate in the economy - by overcoming geographical barriers, reducing transaction costs and promoting better financial management,” she said in a media statement.</p><p>“Digital banks can help individuals and businesses gain better access to more personalised solutions backed by data analytics. As businesses move online, digital banking also provides a safer and a more convenient way to transact,” she added.</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>Sea and Grab Stocks Jumped More Than 7% in Morning Trading</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\">\nSea and Grab Stocks Jumped More Than 7% in Morning Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-04-29 22:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Sea and Grab stocks jumped more than 7% in morning trading.</p><p><img src=\"https://static.tigerbbs.com/627c4580c9465c7297525b33d5887d70\" tg-width=\"406\" tg-height=\"109\" referrerpolicy=\"no-referrer\"/></p><p>TWO Singapore-based consortia are among one of the 5 winners that bagged Malaysia’s digital bank licences.</p><p>According to Bank Negara Malaysia on Apr 29, a consortium led by GXS Bank and Kuok Brothers, and another consortium led by Sea Limited and YTL Digital Capital, were among the 5 winners.</p><p>GXS Bank is a Grab-Singtel consortium, while the New York Stock Exchange-listed Sea Limited is the parent company of e-commerce platform Shopee. Both companies secured Singapore digital bank licences in 2020.</p><p>The other 3 winners include an e-wallet company Boost Holdings and RHB Bank consortium, a consortium of Aeon Financial Service, Aeon Credit Service and US-listed fintech firm MoneyLion, as well as a consortium led by KAF Investment Bank. Boost is a unit of Malaysia’s telecommunications group Axiata, while MoneyLion is co-founded by Malaysian Foong Chee Mun.</p><p>There were a total of 29 consortia that applied for the digital bank licences in June 2020.</p><p>In a media statement, Bank Negara Malaysia said the assessment criteria cover the character and integrity of applicants, nature and sufficiency of financial resources, soundness and feasibility of business and technology plans, as well as the ability to address financial inclusion gaps.</p><p>The successful applicants will undergo a period of operational readiness that will be validated by Bank Negara Malaysia through an audit before they can commence operations. This process may take between 12 and 24 months.</p><p>With the award of digital bank licences, the central bank’s governor Nor Shamsiah expects the digital bank operators to further advance the country’s financial inclusion.</p><p>“By adopting digital technology more widely for everyday transactions, we can significantly increase opportunities for our society to participate in the economy - by overcoming geographical barriers, reducing transaction costs and promoting better financial management,” she said in a media statement.</p><p>“Digital banks can help individuals and businesses gain better access to more personalised solutions backed by data analytics. As businesses move online, digital banking also provides a safer and a more convenient way to transact,” she added.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GRAB":"Grab Holdings","SE":"Sea Ltd"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199070862","content_text":"Sea and Grab stocks jumped more than 7% in morning trading.TWO Singapore-based consortia are among one of the 5 winners that bagged Malaysia’s digital bank licences.According to Bank Negara Malaysia on Apr 29, a consortium led by GXS Bank and Kuok Brothers, and another consortium led by Sea Limited and YTL Digital Capital, were among the 5 winners.GXS Bank is a Grab-Singtel consortium, while the New York Stock Exchange-listed Sea Limited is the parent company of e-commerce platform Shopee. Both companies secured Singapore digital bank licences in 2020.The other 3 winners include an e-wallet company Boost Holdings and RHB Bank consortium, a consortium of Aeon Financial Service, Aeon Credit Service and US-listed fintech firm MoneyLion, as well as a consortium led by KAF Investment Bank. Boost is a unit of Malaysia’s telecommunications group Axiata, while MoneyLion is co-founded by Malaysian Foong Chee Mun.There were a total of 29 consortia that applied for the digital bank licences in June 2020.In a media statement, Bank Negara Malaysia said the assessment criteria cover the character and integrity of applicants, nature and sufficiency of financial resources, soundness and feasibility of business and technology plans, as well as the ability to address financial inclusion gaps.The successful applicants will undergo a period of operational readiness that will be validated by Bank Negara Malaysia through an audit before they can commence operations. This process may take between 12 and 24 months.With the award of digital bank licences, the central bank’s governor Nor Shamsiah expects the digital bank operators to further advance the country’s financial inclusion.“By adopting digital technology more widely for everyday transactions, we can significantly increase opportunities for our society to participate in the economy - by overcoming geographical barriers, reducing transaction costs and promoting better financial management,” she said in a media statement.“Digital banks can help individuals and businesses gain better access to more personalised solutions backed by data analytics. As businesses move online, digital banking also provides a safer and a more convenient way to transact,” she added.","news_type":1,"symbols_score_info":{"GRAB":0.9,"SE":0.9}},"isVote":1,"tweetType":1,"viewCount":1232,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9985365623,"gmtCreate":1667316887662,"gmtModify":1676537897317,"author":{"id":"3572055809988252","authorId":"3572055809988252","name":"Woobenny","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572055809988252","idStr":"3572055809988252"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a><v-v data-views=\"1\"></v-v>heading to $100 soon after the curemt turmoil? Time for mainlnf to open up the country!","listText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a><v-v data-views=\"1\"></v-v>heading to $100 soon after the curemt turmoil? Time for mainlnf to open up the country!","text":"$Alibaba(BABA)$heading to $100 soon after the curemt turmoil? Time for mainlnf to open up the country!","images":[{"img":"https://community-static.tradeup.com/news/e50ae968acc21752ef6209a1557ca8bc","width":"750","height":"1720"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":40,"commentSize":34,"repostSize":1,"link":"https://ttm.financial/post/9985365623","isVote":1,"tweetType":1,"viewCount":4678,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3576444918223783","authorId":"3576444918223783","name":"Damien Khoo","avatar":"https://community-static.tradeup.com/news/f08d9f6bdc3c0038e9aa81591b4df363","crmLevel":4,"crmLevelSwitch":0,"authorIdStr":"3576444918223783","idStr":"3576444918223783"},"content":"It will be a long time to $200","text":"It will be a long time to $200","html":"It will be a long time to $200"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9986730625,"gmtCreate":1667012524267,"gmtModify":1676537849740,"author":{"id":"3572055809988252","authorId":"3572055809988252","name":"Woobenny","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572055809988252","idStr":"3572055809988252"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BAC\">$Bank of America(BAC)$</a><v-v data-views=\"1\"></v-v>What a run from $29. Wpuld be bullish until at least mid Nov, where we potentially see another rpund of correction 😌","listText":"<a href=\"https://ttm.financial/S/BAC\">$Bank of America(BAC)$</a><v-v data-views=\"1\"></v-v>What a run from $29. Wpuld be bullish until at least mid Nov, where we potentially see another rpund of correction 😌","text":"$Bank of America(BAC)$What a run from $29. Wpuld be bullish until at least mid Nov, where we potentially see another rpund of correction 😌","images":[{"img":"https://community-static.tradeup.com/news/a527b155b94ffa1d312f220963986ca6","width":"750","height":"1720"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":12,"repostSize":0,"link":"https://ttm.financial/post/9986730625","isVote":1,"tweetType":1,"viewCount":4026,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9920776528,"gmtCreate":1670554121265,"gmtModify":1676538392866,"author":{"id":"3572055809988252","authorId":"3572055809988252","name":"Woobenny","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572055809988252","idStr":"3572055809988252"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$&nbsp;</a><v-v data-views=\"1\"></v-v>Short term bullish then nuke? Haha.","listText":"<a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$&nbsp;</a><v-v data-views=\"1\"></v-v>Short term bullish then nuke? Haha.","text":"$Taiwan Semiconductor Manufacturing(TSM)$ Short term bullish then nuke? Haha.","images":[{"img":"https://community-static.tradeup.com/news/fa59279dac52d51938ef2d1b9537b87f","width":"750","height":"1792"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9920776528","isVote":1,"tweetType":1,"viewCount":2706,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9069759599,"gmtCreate":1651366619178,"gmtModify":1676534894965,"author":{"id":"3572055809988252","authorId":"3572055809988252","name":"Woobenny","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572055809988252","idStr":"3572055809988252"},"themes":[],"htmlText":"Would expect a higher volatility in the coming months, though the current tech downtrend somehow reminds me with the internet dot com bubble in early 2000s.","listText":"Would expect a higher volatility in the coming months, though the current tech downtrend somehow reminds me with the internet dot com bubble in early 2000s.","text":"Would expect a higher volatility in the coming months, though the current tech downtrend somehow reminds me with the internet dot com bubble in early 2000s.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9069759599","repostId":"2231267307","repostType":4,"isVote":1,"tweetType":1,"viewCount":1547,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3572923586954779","authorId":"3572923586954779","name":"LimLS","avatar":"https://static.tigerbbs.com/217b03b0c4808fb537070ba4e8f9d83f","crmLevel":12,"crmLevelSwitch":1,"authorIdStr":"3572923586954779","idStr":"3572923586954779"},"content":"the difference is these companies are still highly profitable while during the dot-com bubble, most had nothing to show on their balance sheet. So if a bear do come, it should not blow up too badly","text":"the difference is these companies are still highly profitable while during the dot-com bubble, most had nothing to show on their balance sheet. So if a bear do come, it should not blow up too badly","html":"the difference is these companies are still highly profitable while during the dot-com bubble, most had nothing to show on their balance sheet. So if a bear do come, it should not blow up too badly"},{"author":{"id":"3581980965309451","authorId":"3581980965309451","name":"Eded","avatar":"https://static.tigerbbs.com/41a629a3014601072ee8dc2d151d1796","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"3581980965309451","idStr":"3581980965309451"},"content":"Let it dip further for two months","text":"Let it dip further for two months","html":"Let it dip further for two months"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9084471747,"gmtCreate":1650923210836,"gmtModify":1676534813517,"author":{"id":"3572055809988252","authorId":"3572055809988252","name":"Woobenny","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572055809988252","idStr":"3572055809988252"},"themes":[],"htmlText":"Interesting years ahead!","listText":"Interesting years ahead!","text":"Interesting years ahead!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9084471747","repostId":"2230614999","repostType":4,"isVote":1,"tweetType":1,"viewCount":925,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9069829710,"gmtCreate":1651276854410,"gmtModify":1676534881244,"author":{"id":"3572055809988252","authorId":"3572055809988252","name":"Woobenny","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572055809988252","idStr":"3572055809988252"},"themes":[],"htmlText":"Nice announcement timing. Helped the stocks to hold off the downtrend caused by the weak market today! Would be down even more otherwise.","listText":"Nice announcement timing. Helped the stocks to hold off the downtrend caused by the weak market today! Would be down even more otherwise.","text":"Nice announcement timing. Helped the stocks to hold off the downtrend caused by the weak market today! Would be down even more otherwise.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9069829710","repostId":"1199070862","repostType":4,"repost":{"id":"1199070862","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1651241437,"share":"https://ttm.financial/m/news/1199070862?lang=en_US&edition=fundamental","pubTime":"2022-04-29 22:10","market":"us","language":"en","title":"Sea and Grab Stocks Jumped More Than 7% in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1199070862","media":"Tiger Newspress","summary":"Sea and Grab stocks jumped more than 7% in morning trading.TWO Singapore-based consortia are among o","content":"<html><head></head><body><p>Sea and Grab stocks jumped more than 7% in morning trading.</p><p><img src=\"https://static.tigerbbs.com/627c4580c9465c7297525b33d5887d70\" tg-width=\"406\" tg-height=\"109\" referrerpolicy=\"no-referrer\"/></p><p>TWO Singapore-based consortia are among one of the 5 winners that bagged Malaysia’s digital bank licences.</p><p>According to Bank Negara Malaysia on Apr 29, a consortium led by GXS Bank and Kuok Brothers, and another consortium led by Sea Limited and YTL Digital Capital, were among the 5 winners.</p><p>GXS Bank is a Grab-Singtel consortium, while the New York Stock Exchange-listed Sea Limited is the parent company of e-commerce platform Shopee. Both companies secured Singapore digital bank licences in 2020.</p><p>The other 3 winners include an e-wallet company Boost Holdings and RHB Bank consortium, a consortium of Aeon Financial Service, Aeon Credit Service and US-listed fintech firm MoneyLion, as well as a consortium led by KAF Investment Bank. Boost is a unit of Malaysia’s telecommunications group Axiata, while MoneyLion is co-founded by Malaysian Foong Chee Mun.</p><p>There were a total of 29 consortia that applied for the digital bank licences in June 2020.</p><p>In a media statement, Bank Negara Malaysia said the assessment criteria cover the character and integrity of applicants, nature and sufficiency of financial resources, soundness and feasibility of business and technology plans, as well as the ability to address financial inclusion gaps.</p><p>The successful applicants will undergo a period of operational readiness that will be validated by Bank Negara Malaysia through an audit before they can commence operations. This process may take between 12 and 24 months.</p><p>With the award of digital bank licences, the central bank’s governor Nor Shamsiah expects the digital bank operators to further advance the country’s financial inclusion.</p><p>“By adopting digital technology more widely for everyday transactions, we can significantly increase opportunities for our society to participate in the economy - by overcoming geographical barriers, reducing transaction costs and promoting better financial management,” she said in a media statement.</p><p>“Digital banks can help individuals and businesses gain better access to more personalised solutions backed by data analytics. As businesses move online, digital banking also provides a safer and a more convenient way to transact,” she added.</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>Sea and Grab Stocks Jumped More Than 7% in Morning Trading</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\">\nSea and Grab Stocks Jumped More Than 7% in Morning Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-04-29 22:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Sea and Grab stocks jumped more than 7% in morning trading.</p><p><img src=\"https://static.tigerbbs.com/627c4580c9465c7297525b33d5887d70\" tg-width=\"406\" tg-height=\"109\" referrerpolicy=\"no-referrer\"/></p><p>TWO Singapore-based consortia are among one of the 5 winners that bagged Malaysia’s digital bank licences.</p><p>According to Bank Negara Malaysia on Apr 29, a consortium led by GXS Bank and Kuok Brothers, and another consortium led by Sea Limited and YTL Digital Capital, were among the 5 winners.</p><p>GXS Bank is a Grab-Singtel consortium, while the New York Stock Exchange-listed Sea Limited is the parent company of e-commerce platform Shopee. Both companies secured Singapore digital bank licences in 2020.</p><p>The other 3 winners include an e-wallet company Boost Holdings and RHB Bank consortium, a consortium of Aeon Financial Service, Aeon Credit Service and US-listed fintech firm MoneyLion, as well as a consortium led by KAF Investment Bank. Boost is a unit of Malaysia’s telecommunications group Axiata, while MoneyLion is co-founded by Malaysian Foong Chee Mun.</p><p>There were a total of 29 consortia that applied for the digital bank licences in June 2020.</p><p>In a media statement, Bank Negara Malaysia said the assessment criteria cover the character and integrity of applicants, nature and sufficiency of financial resources, soundness and feasibility of business and technology plans, as well as the ability to address financial inclusion gaps.</p><p>The successful applicants will undergo a period of operational readiness that will be validated by Bank Negara Malaysia through an audit before they can commence operations. This process may take between 12 and 24 months.</p><p>With the award of digital bank licences, the central bank’s governor Nor Shamsiah expects the digital bank operators to further advance the country’s financial inclusion.</p><p>“By adopting digital technology more widely for everyday transactions, we can significantly increase opportunities for our society to participate in the economy - by overcoming geographical barriers, reducing transaction costs and promoting better financial management,” she said in a media statement.</p><p>“Digital banks can help individuals and businesses gain better access to more personalised solutions backed by data analytics. As businesses move online, digital banking also provides a safer and a more convenient way to transact,” she added.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GRAB":"Grab Holdings","SE":"Sea Ltd"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199070862","content_text":"Sea and Grab stocks jumped more than 7% in morning trading.TWO Singapore-based consortia are among one of the 5 winners that bagged Malaysia’s digital bank licences.According to Bank Negara Malaysia on Apr 29, a consortium led by GXS Bank and Kuok Brothers, and another consortium led by Sea Limited and YTL Digital Capital, were among the 5 winners.GXS Bank is a Grab-Singtel consortium, while the New York Stock Exchange-listed Sea Limited is the parent company of e-commerce platform Shopee. Both companies secured Singapore digital bank licences in 2020.The other 3 winners include an e-wallet company Boost Holdings and RHB Bank consortium, a consortium of Aeon Financial Service, Aeon Credit Service and US-listed fintech firm MoneyLion, as well as a consortium led by KAF Investment Bank. Boost is a unit of Malaysia’s telecommunications group Axiata, while MoneyLion is co-founded by Malaysian Foong Chee Mun.There were a total of 29 consortia that applied for the digital bank licences in June 2020.In a media statement, Bank Negara Malaysia said the assessment criteria cover the character and integrity of applicants, nature and sufficiency of financial resources, soundness and feasibility of business and technology plans, as well as the ability to address financial inclusion gaps.The successful applicants will undergo a period of operational readiness that will be validated by Bank Negara Malaysia through an audit before they can commence operations. This process may take between 12 and 24 months.With the award of digital bank licences, the central bank’s governor Nor Shamsiah expects the digital bank operators to further advance the country’s financial inclusion.“By adopting digital technology more widely for everyday transactions, we can significantly increase opportunities for our society to participate in the economy - by overcoming geographical barriers, reducing transaction costs and promoting better financial management,” she said in a media statement.“Digital banks can help individuals and businesses gain better access to more personalised solutions backed by data analytics. As businesses move online, digital banking also provides a safer and a more convenient way to transact,” she added.","news_type":1,"symbols_score_info":{"GRAB":0.9,"SE":0.9}},"isVote":1,"tweetType":1,"viewCount":1232,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9060737124,"gmtCreate":1651193161164,"gmtModify":1676534867471,"author":{"id":"3572055809988252","authorId":"3572055809988252","name":"Woobenny","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572055809988252","idStr":"3572055809988252"},"themes":[],"htmlText":"A very nice opportunity to DCA in my opinion. The drop in price is just crazy.","listText":"A very nice opportunity to DCA in my opinion. The drop in price is just crazy.","text":"A very nice opportunity to DCA in my opinion. The drop in price is just crazy.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9060737124","repostId":"1133363579","repostType":4,"repost":{"id":"1133363579","kind":"news","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":1651188305,"share":"https://ttm.financial/m/news/1133363579?lang=en_US&edition=fundamental","pubTime":"2022-04-29 07:25","market":"us","language":"en","title":"Amazon Results and Outlook Fall Short As Warehouse, Fuel Costs Soar","url":"https://stock-news.laohu8.com/highlight/detail?id=1133363579","media":"Reuters","summary":"(Reuters) - Amazon.com Inc  delivered a disappointing quarter and outlook on Thursday as the e-comme","content":"<html><head></head><body><p>(Reuters) - <a href=\"https://laohu8.com/S/AMZN\">Amazon.com Inc </a> delivered a disappointing quarter and outlook on Thursday as the e-commerce giant was swamped by higher costs to run its warehouses and deliver packages to customers.</p><p>Shares fell 9% in after-hours trade.</p><p><img src=\"https://static.tigerbbs.com/e63255d3a4551b119ea29af2a4a97223\" tg-width=\"955\" tg-height=\"670\" width=\"100%\" height=\"auto\"/>After a long-running surge in sales during the COVID-19 pandemic, Amazon is facing a litany of challenges. The company&#39;s expenses swelled as it offered higher pay to attract workers. A fulfillment center in New York City voted to create Amazon&#39;s first U.S. union, a result the retailer is contesting. And the higher price of fuel risks diminishing consumers&#39; disposable income just as it is making delivery more expensive for Amazon, the world&#39;s biggest online retailer.</p><p>Amazon&#39;s forecast shows hiking the price of its fast-shipping club Prime last quarter may not be enough to prop up its profit. The company expects to lose as much as $1 billion in operating income this quarter, or make as much as $3 billion. That&#39;s down from an operating profit of $7.7 billion in the same period last year.</p><p>&#34;This was a tough quarter for Amazon with trends across every key area of the business heading in the wrong direction and a weak outlook for Q2,&#34; said Insider Intelligence principal analyst Andrew Lipsman.</p><p>Still, there were bright spots, like Amazon Web Services, the division that new CEO Andy Jassy ran before taking the company&#39;s top job last year. The unit increased revenue 37% to $18.4 billion, slightly ahead of analysts&#39; estimates.</p><p>Jassy said the company has finally met its warehouse staffing and capacity needs, but it still has work to do in improving productivity.</p><p>&#34;This may take some time, particularly as we work through ongoing inflationary and supply chain pressures, he said in a press release. &#34;We see encouraging progress on a number of customer experience dimensions, including delivery speed performance as we’re now approaching levels not seen since the months immediately preceding the pandemic in early 2020.&#34;</p><p>Amazon&#39;s results called consumer demand into question. While online store sales dipped and the number of products it sold was flat in the first quarter, the retailer&#39;s Chief Financial Officer Brian Olsavsky said the company was pleased with the pace of shoppers&#39; purchases. Inflation had not depressed typical ordering patterns so far, he said.</p><p>Net sales were $116.4 billion in the first quarter, in line with analysts&#39; expectations, according to IBES data from Refinitiv.</p><p>Amazon reported a loss of $3.8 billion, or $7.56 per share, compared with a profit of $8.1 billion, or $15.79 per share, a year earlier. That partly reflected a $7.6 billion decline in the value of its stake in electric vehicle maker Rivian.</p><p>In North America, the company&#39;s largest market, sales rose 8% while operating expenses soared 16% to $71 billion.</p><p>Olsavsky told reporters that the company had about $6 billion in greater costs from a year earlier, including $2 billion of inflationary pressures. These ranged from higher wages - though the company has largely pulled back on its signing bonuses - to fuel costing 1.5 times what it did a year ago. Russia&#39;s invasion of Ukraine has contributed to higher prices, Olsavsky told analysts.</p><p>Amazon is aiming to optimize transfers between warehouses to rein in expenses. It also is in the unusual position of having excess warehouse and transportation capacity - costing it about $2 billion in the first quarter.</p><p>That means Amazon needs to fulfill more orders to justify the space, said Scott Mushkin, founder of research firm R5 Capital. The capacity will likely come in handy on Prime Day, Amazon&#39;s annual sales blitz. The company announced on Thursday the event will take place in July.</p><p>&#34;They now have an enormous amount of distribution and logistics infrastructure. To leverage it, they need the volume,&#34; Mushkin said.</p><p>The e-commerce giant&#39;s results in brick-and-mortar retail have been mixed. In March Amazon said it planned to close all 68 of its bookstores, pop-ups and other home goods shops, at the same time as it is focusing more on groceries. It recently automated two Whole Foods locations to make them cashierless, for instance. The company&#39;s physical store sales grew 17% to $4.6 billion.</p><p>Amazon&#39;s outlook reflects broader industry challenges. Just this week, one of Amazon&#39;s partners, United Parcel Service Inc (UPS.N), said it expected e-commerce delivery growth to slow.</p><p>Amazon projected net sales will be between $116 billion and $121 billion for the second quarter. Analysts were expecting $125.5 billion, according to IBES data from Refinitiv.</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>Amazon Results and Outlook Fall Short As Warehouse, Fuel Costs Soar</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\">\nAmazon Results and Outlook Fall Short As Warehouse, Fuel Costs Soar\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\">2022-04-29 07:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - <a href=\"https://laohu8.com/S/AMZN\">Amazon.com Inc </a> delivered a disappointing quarter and outlook on Thursday as the e-commerce giant was swamped by higher costs to run its warehouses and deliver packages to customers.</p><p>Shares fell 9% in after-hours trade.</p><p><img src=\"https://static.tigerbbs.com/e63255d3a4551b119ea29af2a4a97223\" tg-width=\"955\" tg-height=\"670\" width=\"100%\" height=\"auto\"/>After a long-running surge in sales during the COVID-19 pandemic, Amazon is facing a litany of challenges. The company&#39;s expenses swelled as it offered higher pay to attract workers. A fulfillment center in New York City voted to create Amazon&#39;s first U.S. union, a result the retailer is contesting. And the higher price of fuel risks diminishing consumers&#39; disposable income just as it is making delivery more expensive for Amazon, the world&#39;s biggest online retailer.</p><p>Amazon&#39;s forecast shows hiking the price of its fast-shipping club Prime last quarter may not be enough to prop up its profit. The company expects to lose as much as $1 billion in operating income this quarter, or make as much as $3 billion. That&#39;s down from an operating profit of $7.7 billion in the same period last year.</p><p>&#34;This was a tough quarter for Amazon with trends across every key area of the business heading in the wrong direction and a weak outlook for Q2,&#34; said Insider Intelligence principal analyst Andrew Lipsman.</p><p>Still, there were bright spots, like Amazon Web Services, the division that new CEO Andy Jassy ran before taking the company&#39;s top job last year. The unit increased revenue 37% to $18.4 billion, slightly ahead of analysts&#39; estimates.</p><p>Jassy said the company has finally met its warehouse staffing and capacity needs, but it still has work to do in improving productivity.</p><p>&#34;This may take some time, particularly as we work through ongoing inflationary and supply chain pressures, he said in a press release. &#34;We see encouraging progress on a number of customer experience dimensions, including delivery speed performance as we’re now approaching levels not seen since the months immediately preceding the pandemic in early 2020.&#34;</p><p>Amazon&#39;s results called consumer demand into question. While online store sales dipped and the number of products it sold was flat in the first quarter, the retailer&#39;s Chief Financial Officer Brian Olsavsky said the company was pleased with the pace of shoppers&#39; purchases. Inflation had not depressed typical ordering patterns so far, he said.</p><p>Net sales were $116.4 billion in the first quarter, in line with analysts&#39; expectations, according to IBES data from Refinitiv.</p><p>Amazon reported a loss of $3.8 billion, or $7.56 per share, compared with a profit of $8.1 billion, or $15.79 per share, a year earlier. That partly reflected a $7.6 billion decline in the value of its stake in electric vehicle maker Rivian.</p><p>In North America, the company&#39;s largest market, sales rose 8% while operating expenses soared 16% to $71 billion.</p><p>Olsavsky told reporters that the company had about $6 billion in greater costs from a year earlier, including $2 billion of inflationary pressures. These ranged from higher wages - though the company has largely pulled back on its signing bonuses - to fuel costing 1.5 times what it did a year ago. Russia&#39;s invasion of Ukraine has contributed to higher prices, Olsavsky told analysts.</p><p>Amazon is aiming to optimize transfers between warehouses to rein in expenses. It also is in the unusual position of having excess warehouse and transportation capacity - costing it about $2 billion in the first quarter.</p><p>That means Amazon needs to fulfill more orders to justify the space, said Scott Mushkin, founder of research firm R5 Capital. The capacity will likely come in handy on Prime Day, Amazon&#39;s annual sales blitz. The company announced on Thursday the event will take place in July.</p><p>&#34;They now have an enormous amount of distribution and logistics infrastructure. To leverage it, they need the volume,&#34; Mushkin said.</p><p>The e-commerce giant&#39;s results in brick-and-mortar retail have been mixed. In March Amazon said it planned to close all 68 of its bookstores, pop-ups and other home goods shops, at the same time as it is focusing more on groceries. It recently automated two Whole Foods locations to make them cashierless, for instance. The company&#39;s physical store sales grew 17% to $4.6 billion.</p><p>Amazon&#39;s outlook reflects broader industry challenges. Just this week, one of Amazon&#39;s partners, United Parcel Service Inc (UPS.N), said it expected e-commerce delivery growth to slow.</p><p>Amazon projected net sales will be between $116 billion and $121 billion for the second quarter. Analysts were expecting $125.5 billion, according to IBES data from Refinitiv.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133363579","content_text":"(Reuters) - Amazon.com Inc  delivered a disappointing quarter and outlook on Thursday as the e-commerce giant was swamped by higher costs to run its warehouses and deliver packages to customers.Shares fell 9% in after-hours trade.After a long-running surge in sales during the COVID-19 pandemic, Amazon is facing a litany of challenges. The company's expenses swelled as it offered higher pay to attract workers. A fulfillment center in New York City voted to create Amazon's first U.S. union, a result the retailer is contesting. And the higher price of fuel risks diminishing consumers' disposable income just as it is making delivery more expensive for Amazon, the world's biggest online retailer.Amazon's forecast shows hiking the price of its fast-shipping club Prime last quarter may not be enough to prop up its profit. The company expects to lose as much as $1 billion in operating income this quarter, or make as much as $3 billion. That's down from an operating profit of $7.7 billion in the same period last year.\"This was a tough quarter for Amazon with trends across every key area of the business heading in the wrong direction and a weak outlook for Q2,\" said Insider Intelligence principal analyst Andrew Lipsman.Still, there were bright spots, like Amazon Web Services, the division that new CEO Andy Jassy ran before taking the company's top job last year. The unit increased revenue 37% to $18.4 billion, slightly ahead of analysts' estimates.Jassy said the company has finally met its warehouse staffing and capacity needs, but it still has work to do in improving productivity.\"This may take some time, particularly as we work through ongoing inflationary and supply chain pressures, he said in a press release. \"We see encouraging progress on a number of customer experience dimensions, including delivery speed performance as we’re now approaching levels not seen since the months immediately preceding the pandemic in early 2020.\"Amazon's results called consumer demand into question. While online store sales dipped and the number of products it sold was flat in the first quarter, the retailer's Chief Financial Officer Brian Olsavsky said the company was pleased with the pace of shoppers' purchases. Inflation had not depressed typical ordering patterns so far, he said.Net sales were $116.4 billion in the first quarter, in line with analysts' expectations, according to IBES data from Refinitiv.Amazon reported a loss of $3.8 billion, or $7.56 per share, compared with a profit of $8.1 billion, or $15.79 per share, a year earlier. That partly reflected a $7.6 billion decline in the value of its stake in electric vehicle maker Rivian.In North America, the company's largest market, sales rose 8% while operating expenses soared 16% to $71 billion.Olsavsky told reporters that the company had about $6 billion in greater costs from a year earlier, including $2 billion of inflationary pressures. These ranged from higher wages - though the company has largely pulled back on its signing bonuses - to fuel costing 1.5 times what it did a year ago. Russia's invasion of Ukraine has contributed to higher prices, Olsavsky told analysts.Amazon is aiming to optimize transfers between warehouses to rein in expenses. It also is in the unusual position of having excess warehouse and transportation capacity - costing it about $2 billion in the first quarter.That means Amazon needs to fulfill more orders to justify the space, said Scott Mushkin, founder of research firm R5 Capital. The capacity will likely come in handy on Prime Day, Amazon's annual sales blitz. The company announced on Thursday the event will take place in July.\"They now have an enormous amount of distribution and logistics infrastructure. To leverage it, they need the volume,\" Mushkin said.The e-commerce giant's results in brick-and-mortar retail have been mixed. In March Amazon said it planned to close all 68 of its bookstores, pop-ups and other home goods shops, at the same time as it is focusing more on groceries. It recently automated two Whole Foods locations to make them cashierless, for instance. The company's physical store sales grew 17% to $4.6 billion.Amazon's outlook reflects broader industry challenges. Just this week, one of Amazon's partners, United Parcel Service Inc (UPS.N), said it expected e-commerce delivery growth to slow.Amazon projected net sales will be between $116 billion and $121 billion for the second quarter. Analysts were expecting $125.5 billion, according to IBES data from Refinitiv.","news_type":1,"symbols_score_info":{"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":1244,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9986864557,"gmtCreate":1666924161679,"gmtModify":1676537832389,"author":{"id":"3572055809988252","authorId":"3572055809988252","name":"Woobenny","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572055809988252","idStr":"3572055809988252"},"themes":[],"htmlText":"Twitter saga is done. On to $300!","listText":"Twitter saga is done. On to $300!","text":"Twitter saga is done. On to $300!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9986864557","isVote":1,"tweetType":1,"viewCount":2907,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9065836630,"gmtCreate":1652167166520,"gmtModify":1676535044462,"author":{"id":"3572055809988252","authorId":"3572055809988252","name":"Woobenny","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572055809988252","idStr":"3572055809988252"},"themes":[],"htmlText":"Need PLTR to get more agreements and projectsfrom Europe to gain more confidence from the big guys.","listText":"Need PLTR to get more agreements and projectsfrom Europe to gain more confidence from the big guys.","text":"Need PLTR to get more agreements and projectsfrom Europe to gain more confidence from the big guys.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9065836630","repostId":"2234773775","repostType":4,"repost":{"id":"2234773775","kind":"news","pubTimestamp":1652144038,"share":"https://ttm.financial/m/news/2234773775?lang=en_US&edition=fundamental","pubTime":"2022-05-10 08:53","market":"us","language":"en","title":"Palantir: Market Has Completely Misunderstood Its Latest Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=2234773775","media":"Seeking Alpha","summary":"SummaryPalantir's post-earning sell-off underscores the market's disappointment with another weak sh","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Palantir&#39;s post-earning sell-off underscores the market&#39;s disappointment with another weak showing for government sector revenues.</li><li>It also accentuates the market&#39;s ongoing ignorance of Palantir&#39;s success in achieving commercial acceleration despite tightening financial conditions and an increasingly uncertain economic growth outlook.</li><li>Palantir&#39;s continued effectiveness in deploying its &#34;land and expand&#34; business growth strategy, as evidence by 1Q22 government contract wins, has also been faced with market disregard.</li><li>Although the ongoing development of macroeconomic challenges continue to fuel the contracting valuation environment across growth stocks, Palantir&#39;s fundamental outlook continues to be supported by a robust demand environment.</li><li>In addition to continued commercial acceleration, Palantir is expected to benefit from backloaded government growth in the latter half as increasing global military spending in response to ongoing war efforts bolsters favourable near-term trends for the segment.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/23d0f121f38325521c0b8ebbb42b26b3\" tg-width=\"750\" tg-height=\"500\" referrerpolicy=\"no-referrer\"/><span>Michael Vi/iStock Editorial via Getty Images</span></p><p>Palantir&#39;s stock (NYSE:PLTR) has taken a monthslong beating since reporting two consecutive quarters of mixed results, and after the Fed pivoted towards an aggressive policy stance in November upended the stock market. But regaining footing in the first quarter with a sales beat continues to underscore the company’s fundamental strength, bolstering the outlook on its multi-year growth target of 30% on an annual basis. Palantir continues to demonstrate market share gains across both the public and private sectors by encouraging adoption of its Foundry, Gotham and Apollo solutions through different deployment strategies, including modularization of existing offerings and industry-tailored solutions to better address different end user needs.</p><p>On the government front, the market appears disappointed still in the segment’s slowing growth, with the stock plummeting close to 20% in pre-market trading. But Palantir continues to demonstrate improvements by expanding existing opportunities with non-defense public agencies. Many renewed contracts with non-defense agencies this year, such as the U.S. Center for Disease Control and Prevention (“CDC”), are reflective of the value created by adoption of Palantir’s software under non-recurring COVID-era contracts, and underscores the continued effectiveness of the company’s “land and expand” strategy. Palantir has also played a supportive role in bolstering defense for the U.S. and its allies, as well as war relief efforts as the Russia-Ukraine conflict continues. The combination of increased market penetration into both non-defense and defense public agencies continues to reinforce sustained growth in Palantir’s government segment.</p><p>Meanwhile, Palantir’s commercial segment is also demonstrating continued strength, underscoring effectiveness of its recent roll-out of modularized enterprise solutions to break the barrier of IT resistance to complex new software structures like Foundry. By tailoring Foundry solutions to better suit end users’ needs, Palantir makes its offerings easier to digest and more relevant as digital transformation across the enterprise sector rapidly accelerates, driving better capitalization of related growth opportunities ahead. Recent management rhetoric on slowing SPAC investments are also welcomed news by many investors, as previous concerns of over-reliance on affiliated commercial sector revenues are putting sustainability of Palantir’s topline growth into question.</p><p>While the market performance of growth stocks like Palantir have continued to be challenged by the Fed pivot towards a more aggressive monetary policy stance to quell 40-year-high inflation, the ongoing Russia-Ukraine war and rapid acceleration of digital transformation trends continues to support the company’s fundamental performance by highlighting the value its technologies bring to the table. However, the stock likely faces further near-term volatility as investors continue to mull on the “[durability of Palantir’s] government business and yields on recent investments in commercial”, while broader markets await for further clarity on where current macroeconomic conditions are headed. Yet, with Palantir pushing through on its longer-term growth initiatives, including further expansion into non-U.S. opportunities and continued modularization of its offerings, to encourage mass market adoption and better capitalization of digitization opportunities in coming years, we expect favourable risk/reward at the stock’s current price levels for investors with patience.</p><p><b>Palantir - Brief Recap of 1Q22 Fundamental Performance</b></p><p>Palantir reported first quarter revenues of $446 million (+31% y/y; +3% q/q), beating consensus estimate of $443.51 million (+30% y/y; +2% q/q) and its previous guidance of $443 million (+30% y/y; +2% q/q). But government revenues continued to decelerate at 16% year-on-year growth in the first quarter, providing no respite to investors’ concerns experienced over the past two quarters. Meanwhile, commercial segment growth remains strong, with revenues increasing 54% year-on-year. In the U.S., enterprise opportunities drew in revenue growth of more than 136% year-on-year, which are impressive results that resonate with signs of an inflationary-resistant demand environment ahead of robust digitization trends.</p><p>Earnings fell short of expectations at $0.02 per share, compared with consensus estimate of $0.04 per share. But losses continue to narrow, showing positive progress towards profit realization by mid-decade.</p><p>Meanwhile, cash from operations remain strong, coming in at $35 million for the first quarter (8% margin), while adjusted free cash flows totalled $30 million (7% margin). As discussed in our previous coverage, Palantir’s robust balance sheet with $2.3 billion in cash on hand and zero debt remains a competitive advantage that will minimize its exposure to rising costs of capital ahead and maintain its ability to invest in continued growth.</p><p><b>Expectations for Backloaded Government Growth</b></p><p>Palantir continues to show favourable developments this year across both its government and commercial segments based on recent deal wins observed, bolstering sustainability of its multi-year growth target of more than 30% on an annual basis. While government revenue growth continued to decelerate for the third consecutive quarter, we are expecting some of the new deal wins in response to the ongoing Russia-Ukraine war to materialize further in the latter half of the year. This is also corroborated by management’s expectations for a “wide range of potential upside to [its second quarter guidance], including those driven by [Palantir’s] role in responding to developing geopolitical events”. Paired with continuing momentum from Palantir’s commercial segment, the company continues to show favourable fundamental growth prospects in line with its long-term target despite tightening financial conditions in the current market climate.</p><p><b>Boosted Global Military Spending Tailwinds</b></p><p>On the military front, global governments have been bolstering their defense spending in response to the ongoing Russia-Ukraine war. U.S. allies in Europe are increasing adoption of Palantir’s solutions to facilitate current war efforts spanning “the distribution of materials such as food and beds to Ukrainian refugees…, [to powering] military response against Russia’s invasion of Ukraine”. The war-driven tailwinds for Palantir are further corroborated by the spike in global military spending this year, which has surpassed $2 trillion for the first time and “looks set to rise further as European countries beef up their armed forces in response to Ukraine war”.</p><p><b>Europe:</b>European military expenditures have been increasing for seven years straight, and the trend is expected to “accelerate and intensify” in response to the latest geopolitical crisis in Ukraine. The development bodes favourably with Palantir’s amped up efforts in penetrating opportunities outside of the U.S., especially in Europe. Last quarter, the company announced plans to expand its salesforce in Europe with at least 175 experienced hires this year to accelerate market penetration across the region’s public sector. The announcement came shortly after the company appointed Philippe Mathieu as President of Palantir EMEA to take charge of leading Palantir’s penetration into the sizable addressable market in Europe. And these efforts have already started to pay off nicely, as evidenced by Palantir’s latest contract win with the U.K. Ministry of Defence (“MoD”). Valued at $12.5 million, the contract would require Palantir to implement its Foundry platform across the MoD to enable cost efficiencies by “automating work and reducing data-processing time”.</p><p>Defense spending by the European government alone accounts for a fifth of the global total, underscoring the massive growth opportunities that await Palantir. This is further bolstered by “early indications that modernizing and upgrading weapons systems will be a key priority” for the European governments. Many of the challenges observed in the ongoing Russia-Ukraine war have been “related to things like logistics, fuel, tires and secure communications”, which suggests that a war chest of weapons is insufficient in modern-day warfare and must be complemented by technologies like AI and data analytics to ensure adequate progress. This accordingly reflects Palantir’s improved position in benefiting from a “favourable government spending environment”, especially in Europe, over coming years.</p><p><b>U.S.:</b> Similar tailwinds are expected from the U.S., which is currently the world’s largest military spender. The U.S. government allocated $801 billion to the armed forces last year, representing “as much as 39% of global expenditures”. There has also been an increasing deployment of related funds towards “military research and development, suggesting that the U.S. is focusing more on next-generation technologies”, which bolsters Palantir’s longer-term government segment outlook. Looking ahead, President Biden has recently requested “$813.3 billion in national security spending, including $773 billion for the Pentagon, in the federal budget” for fiscal 2023. The proposed budget represents a 4% increase from the current fiscal year and exceeds the fiscal 2023 budget projected by the White House a year ago by more than $40 billion. In addition to the ongoing Russia-Ukraine war, the U.S. government’s beefed-up budget also “reflects the increasing military challenge from China”.</p><p>A meaningful portion of the allocated budget to the Pentagon – about $130 billion of the $773 billion – will be deployed towards “development of costly new defense systems…, [including] accelerated research into hypersonics and AI”, representing an increase of $15.6 billion compared to projections outlined in the fiscal 2023 budget made last year. But with rising inflationary pressures, some industry experts are expending an even larger increase to related spending in the coming fiscal year, underscoring even greater opportunities for next-generation warfare technology providers like Palantir.</p><p><b>Expanding Adjacent Non-Military Opportunities</b></p><p>Palantir’s effective deployment of COVID-era solutions and support to various non-military public agencies in recent years has also continued to bolster its growing share of related government procurement contracts. In the core U.S. market alone, non-defense agency contracts represented more than 52% of total public sector awards received by the company to date. This continues to underscore Palantir’s ability in diversifying government segment growth drivers and benefiting from opportunities related to major non-defense government agencies. Continued penetration of non-defense government opportunities, which represents about 3% to 4% of annual GDP in the U.S. alone, paired with increased military expenditure in the near-term are expected to reinforce Palantir’s government segment performance:</p><ul><li>COVID-19 Response for the CDC: The latest contract forged between Palantir and the CDC pertaining to the U.S. government’s ongoing COVID-19 response efforts highlights the company’s continued effectiveness in executing its land and expand business strategy. The expanded partnership underscores Palantir’s effective job as a “trusted technology partner” during the pandemic-era. Specifically, the latest partnership with the CDC results from Palantir’s success in helping the Department of Health and Human Services (“HHS”) with vaccine distribution in mid-2020. Palantir’s solutions have been procured under the latest contract with the CDC, valued at $5.3 million, to support the department’s “key distribution and supply chain efforts” pertaining to ongoing COVID-19 response efforts.</li><li>CDC DCIPHER Program Extension: The CDC has expanded its use of Palantir’s solutions in support of the “Data Collation and Integration for Public Health Event Response” (“DCIPHER”) Program. Palantir has been supporting the roll-out of the CDC’s DCIPHER Program since 2010. The latest extension will further Palantir’s participation in the CDC’s ongoing efforts related to modernizing the agency’s data management system, and supporting “time-sensitive data integration, management and analysis that widespread events require”.</li><li>HHS SHARE Blanket Purchase Agreement: Earlier this month, Palantir was rewarded another contract by the HHS to support its “5-year Solutioning with Holistic Analytics Restructure for the Enterprise (“SHARE”)” program under a Blanket Purchase Agreement (“BPA”). Valued at $90 million, the BPA will require Palantir’s platform be implemented across the HHS’ “many agencies and missions…to support their work”. Palantir was selected based on its proven strength in delivering effective “built-in data protection features, innovative technology, and common security framework”, which further corroborates our observations that the company’s achievements with non-defense public agencies during the pandemic-era have been a beneficial trial period that is driving today’s expansion. Palantir’s initial obligation under the BPA is a “10.5 month, multi-million-dollar contract to support HHS’ core administrative data and applications through a vertically integrated platform that allows teams to configure low to no code applications to manage, ingest, and access data securely, across business domains” using its Foundry platform.</li></ul><p><b>Commercial Acceleration</b></p><p>Acceleration in Palantir’s commercial sector has been consistently gaining momentum in recent quarters. Despite tightening financial conditions in the economy, the segment’s latest results continue to underscore the critical role that Palantir plays in the enterprise sector’s ongoing digital transformation efforts. More than half of the corporate scene have expressed that they would rather “tighten the belt” in other parts of the business than to miss out on digital transformation, which is considered a strategic investment in differentiating themselves from competitors, while also enabling cost efficiencies. Commercial customers are increasing demand for tools to make sense of their massive data troves. To date, only 4% of companies claim to have a &#34;highly sophisticated approach to leveraging data”, leaving sizable growth opportunities for Palantir over coming years.</p><p><b>Modularization:</b>The company’s continued commitment to modularization and honing its offerings to better suit end users’ needs are also bolstering its capitalization of opportunities stemming from demand environment. In addition to Foundry for Builders, which we have previously analyzed as an effective tool for driving mass market adoption in the corporate sector over coming years, Palantir has also been ramping up deployment of modular offerings like “Carbon Emissions Management” and “Anti-Money Laundering / Know Your Client” solutions to increase its appeal to the commercial sector, including the emerging crypto sector, which stands to expose Palantir to a broader market that is expected to grow into a $67 billion opportunity by mid-decade.</p><p><b>Industry-Specific Solutions:</b>There has also been a consistent trend of leveraging third-party expertise in the development of industry-tailored versions of its Foundry platform. After forging a $25 million multi-year deal with Hyundai Heavy earlier this year to co-develop and commercialize software tools curated for breaking down siloed data fields across relevant workflows spanning shipbuilding to industrial machinery processes, Palantir is back at it again with a similar deal forged with Jacobs (J), a consulting and project delivery expert for both the public and private sectors.</p><p>Palantir and Jacobs will collaborate on the development and launch of a “joint data analytics offering to support public and private sector clients in solving their most complex water infrastructure problems”. Built on Palantir’s Foundry platform, the joint data analytics offering will also be leveraging Jacobs’ existing expertise in providing operations and maintenance (“O&amp;M”) solutions to the water sector, as well as its “proprietary machine learning modules and wastewater process optimization tools”. The joint analytics tool aims at driving insights that can help increase water plant performance, cost efficiencies, security from cyber threats, and compliance with ESG goals – all of which are pressing needs to support the evolution of critical water infrastructure required to satisfy rising “global demand for clean water, more stringent regulatory issues, and increasing environmental concerns”. With the global water and wastewater treatment addressable market expected to exceed $200 billion by mid-decade, Palantir’s latest foray into the water infrastructure sector with the help of Jacobs marks another significant step towards greater commercial penetration.</p><p><b>Seamless Digital Migration with Apollo:</b>In addition to developments made with Foundry that are accelerating growth for Palantir’s commercial segment, the company’s recent roll-out of a new suite of offerings available within Apollo also heightens its appeal to the enterprise sector. Apollo is an operating system developed by Palantir to facilitate “autonomous software deployment across environments” faster and in a more efficient way to ensure scalability. Apollo has already “managed the deployment, security, and upgrades for Palantir’s software, including 500+ independently released microservices across 300+ unique environments”, accentuating the system’s proven effectiveness.</p><p>The latest product additions within Apollo include “Cloud Portability”, which allows “organizations to maintain flexibility across cloud providers” by housing different cloud provider managed operating systems under <a href=\"https://laohu8.com/S/AONE.U\">one</a> roof. This creates a particular appeal to the corporate sector’s increasing migration of workloads from legacy IT systems to the cloud, which is considered a business essential that drives “better economies, more innovation and greater speed”. With more than half of global corporations indicating plans to allocate a significant share of budgeted investments to cloud-related projects over the next two years, the Apollo operating system and its newly curated offerings stand to further Palantir’s reach into related opportunities over coming years.</p><p><b>Fundamental Estimate Update</b></p><p>Adjusting our latest Palantir financial forecast for its actual first quarter financial results, and growth outlook based on recent developments discussed in the foregoing analysis, the company remains on a positive track towards reaching +30% revenue growth this year. Our base case forecast expects revenues to total $2.0 billion by the end of the year (+30% y/y), driven by continued commercial acceleration, as well as restored government momentum in the latter half resulting from solution deployments related to the ongoing Russia-Ukraine war.</p><p>Consistent with narrowing losses observed in recent quarters, the company’s expected trajectory towards profits by mid-decade remains intact. Operating margins are expected to further improve over time as Palantir continues to ramp deployment of new and existing offerings and achieve greater economies of scale. Share-based compensation expenses, which investors consider a sore spot for the company, are also expected to further improve and taper towards lower levels by mid-decade. Share-based compensation as a percentage of total revenues has consistently improved from 116% in 2020 (4Q20: 75%) to about 50% in 2021 (4Q21: 39%) and 33% in 1Q22. This continues to signal Palantir&#39;s increasing balance between top talent retention through generous compensation packages and growth-driven economies of scale to facilitate meaningful margin expansion towards GAAP-based net profits by 2025.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fd5dc583f4af09214f856ea934172fdd\" tg-width=\"640\" tg-height=\"167\" referrerpolicy=\"no-referrer\"/><span>Palantir Financial Forecast (Author)</span></p><p><b>PLTR</b> <b>Stock Valuation Update</b></p><p>The market continues to be extremely unforgiving towards signs of near-term underperformance in growth stocks like Palantir. The stock’s massive pullback in value in recent months as a result of three consecutive quarters of decelerating government growth has effectively erased Palantir’s previous premium to the broader SaaS peer group. At under $8 per share (May 9th), Palantir current trades at about 6x EV/’23 sales, which is below the SaaS mean of 8.1x and median of 7.8x. Considering Palantir’s continued fundamental strength, which includes 1) continued top-line growth expected at more than 30% per year as analyzed in the foregoing analysis, 2) self-sufficient, cash-positive day-to-day operations, and 3) a robust balance sheet with $2.3 billion in cash on hand and zero debt to facilitate continued growth with minimal exposure to rising costs of capital, we are confident in the return of a favourable risk-reward payoff at current price levels for patient long-term investors.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1c2ba02fa1bb38f522606760ccfaf427\" tg-width=\"640\" tg-height=\"226\" referrerpolicy=\"no-referrer\"/><span>Palantir Valuation Analysis (Author)</span></p><p>Considering the ongoing compression of valuation multiples observed across the SaaS peer group in response to still-evolving economic uncertainties stemming from macro challenges including runaway inflation and tightening monetary policy, we are adjusting our 12-month price target for the stock from $26 to $15. Our near-term price target implies a 10.8x EV/’23 sales to better reflect the currently contracted valuation environment for SaaS stocks, compensated by Palantir’s increasing appeal to commercial sector digitization needs, and its “favourable government spending environment” expected in the near-term as discussed in earlier sections.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/95c199352b87f7154fdda41bff9f33ec\" tg-width=\"640\" tg-height=\"171\" referrerpolicy=\"no-referrer\"/><span>Palantir Valuation Analysis (Author)</span></p><p><b>Conclusion</b></p><p>While we have tapered our near-term expectations for the stock considering the current risk-off environment for growth equities, we remain optimistic on its longer-term upside potential. Palantir’s software solutions remain the best-in-class for addressing critical data management and analytics needs across both the public and private sector. With robust customer growth still, and a strong demand environment ahead of global digitization trends, Palantir continues to sit on a mountain of opportunities stemming from a market that is still significantly under-addressed. This accordingly underscores further fundamental growth in coming years, buoying better valuation prospects over the longer-term especially when the current market storm subsides.</p><p>Author&#39;s Note: Thank you for reading my analysis. Please note that we will be launching a Livy Investment Research Marketplace service on June 1. The service will allow you to follow my coverage portfolio, interact with me directly, and participate in chat rooms with other subscribers. Early subscribers will receive a legacy discount at $249 per year. Stay tuned for more details as we ramp up to launch in the coming months.</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>Palantir: Market Has Completely Misunderstood Its Latest Earnings</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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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\">\nPalantir: Market Has Completely Misunderstood Its Latest Earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-10 08:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4509127-palantir-q1-earnings-stock-selloff-market-misunderstood><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir's post-earning sell-off underscores the market's disappointment with another weak showing for government sector revenues.It also accentuates the market's ongoing ignorance of Palantir'...</p>\n\n<a href=\"https://seekingalpha.com/article/4509127-palantir-q1-earnings-stock-selloff-market-misunderstood\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4509127-palantir-q1-earnings-stock-selloff-market-misunderstood","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2234773775","content_text":"SummaryPalantir's post-earning sell-off underscores the market's disappointment with another weak showing for government sector revenues.It also accentuates the market's ongoing ignorance of Palantir's success in achieving commercial acceleration despite tightening financial conditions and an increasingly uncertain economic growth outlook.Palantir's continued effectiveness in deploying its \"land and expand\" business growth strategy, as evidence by 1Q22 government contract wins, has also been faced with market disregard.Although the ongoing development of macroeconomic challenges continue to fuel the contracting valuation environment across growth stocks, Palantir's fundamental outlook continues to be supported by a robust demand environment.In addition to continued commercial acceleration, Palantir is expected to benefit from backloaded government growth in the latter half as increasing global military spending in response to ongoing war efforts bolsters favourable near-term trends for the segment.Michael Vi/iStock Editorial via Getty ImagesPalantir's stock (NYSE:PLTR) has taken a monthslong beating since reporting two consecutive quarters of mixed results, and after the Fed pivoted towards an aggressive policy stance in November upended the stock market. But regaining footing in the first quarter with a sales beat continues to underscore the company’s fundamental strength, bolstering the outlook on its multi-year growth target of 30% on an annual basis. Palantir continues to demonstrate market share gains across both the public and private sectors by encouraging adoption of its Foundry, Gotham and Apollo solutions through different deployment strategies, including modularization of existing offerings and industry-tailored solutions to better address different end user needs.On the government front, the market appears disappointed still in the segment’s slowing growth, with the stock plummeting close to 20% in pre-market trading. But Palantir continues to demonstrate improvements by expanding existing opportunities with non-defense public agencies. Many renewed contracts with non-defense agencies this year, such as the U.S. Center for Disease Control and Prevention (“CDC”), are reflective of the value created by adoption of Palantir’s software under non-recurring COVID-era contracts, and underscores the continued effectiveness of the company’s “land and expand” strategy. Palantir has also played a supportive role in bolstering defense for the U.S. and its allies, as well as war relief efforts as the Russia-Ukraine conflict continues. The combination of increased market penetration into both non-defense and defense public agencies continues to reinforce sustained growth in Palantir’s government segment.Meanwhile, Palantir’s commercial segment is also demonstrating continued strength, underscoring effectiveness of its recent roll-out of modularized enterprise solutions to break the barrier of IT resistance to complex new software structures like Foundry. By tailoring Foundry solutions to better suit end users’ needs, Palantir makes its offerings easier to digest and more relevant as digital transformation across the enterprise sector rapidly accelerates, driving better capitalization of related growth opportunities ahead. Recent management rhetoric on slowing SPAC investments are also welcomed news by many investors, as previous concerns of over-reliance on affiliated commercial sector revenues are putting sustainability of Palantir’s topline growth into question.While the market performance of growth stocks like Palantir have continued to be challenged by the Fed pivot towards a more aggressive monetary policy stance to quell 40-year-high inflation, the ongoing Russia-Ukraine war and rapid acceleration of digital transformation trends continues to support the company’s fundamental performance by highlighting the value its technologies bring to the table. However, the stock likely faces further near-term volatility as investors continue to mull on the “[durability of Palantir’s] government business and yields on recent investments in commercial”, while broader markets await for further clarity on where current macroeconomic conditions are headed. Yet, with Palantir pushing through on its longer-term growth initiatives, including further expansion into non-U.S. opportunities and continued modularization of its offerings, to encourage mass market adoption and better capitalization of digitization opportunities in coming years, we expect favourable risk/reward at the stock’s current price levels for investors with patience.Palantir - Brief Recap of 1Q22 Fundamental PerformancePalantir reported first quarter revenues of $446 million (+31% y/y; +3% q/q), beating consensus estimate of $443.51 million (+30% y/y; +2% q/q) and its previous guidance of $443 million (+30% y/y; +2% q/q). But government revenues continued to decelerate at 16% year-on-year growth in the first quarter, providing no respite to investors’ concerns experienced over the past two quarters. Meanwhile, commercial segment growth remains strong, with revenues increasing 54% year-on-year. In the U.S., enterprise opportunities drew in revenue growth of more than 136% year-on-year, which are impressive results that resonate with signs of an inflationary-resistant demand environment ahead of robust digitization trends.Earnings fell short of expectations at $0.02 per share, compared with consensus estimate of $0.04 per share. But losses continue to narrow, showing positive progress towards profit realization by mid-decade.Meanwhile, cash from operations remain strong, coming in at $35 million for the first quarter (8% margin), while adjusted free cash flows totalled $30 million (7% margin). As discussed in our previous coverage, Palantir’s robust balance sheet with $2.3 billion in cash on hand and zero debt remains a competitive advantage that will minimize its exposure to rising costs of capital ahead and maintain its ability to invest in continued growth.Expectations for Backloaded Government GrowthPalantir continues to show favourable developments this year across both its government and commercial segments based on recent deal wins observed, bolstering sustainability of its multi-year growth target of more than 30% on an annual basis. While government revenue growth continued to decelerate for the third consecutive quarter, we are expecting some of the new deal wins in response to the ongoing Russia-Ukraine war to materialize further in the latter half of the year. This is also corroborated by management’s expectations for a “wide range of potential upside to [its second quarter guidance], including those driven by [Palantir’s] role in responding to developing geopolitical events”. Paired with continuing momentum from Palantir’s commercial segment, the company continues to show favourable fundamental growth prospects in line with its long-term target despite tightening financial conditions in the current market climate.Boosted Global Military Spending TailwindsOn the military front, global governments have been bolstering their defense spending in response to the ongoing Russia-Ukraine war. U.S. allies in Europe are increasing adoption of Palantir’s solutions to facilitate current war efforts spanning “the distribution of materials such as food and beds to Ukrainian refugees…, [to powering] military response against Russia’s invasion of Ukraine”. The war-driven tailwinds for Palantir are further corroborated by the spike in global military spending this year, which has surpassed $2 trillion for the first time and “looks set to rise further as European countries beef up their armed forces in response to Ukraine war”.Europe:European military expenditures have been increasing for seven years straight, and the trend is expected to “accelerate and intensify” in response to the latest geopolitical crisis in Ukraine. The development bodes favourably with Palantir’s amped up efforts in penetrating opportunities outside of the U.S., especially in Europe. Last quarter, the company announced plans to expand its salesforce in Europe with at least 175 experienced hires this year to accelerate market penetration across the region’s public sector. The announcement came shortly after the company appointed Philippe Mathieu as President of Palantir EMEA to take charge of leading Palantir’s penetration into the sizable addressable market in Europe. And these efforts have already started to pay off nicely, as evidenced by Palantir’s latest contract win with the U.K. Ministry of Defence (“MoD”). Valued at $12.5 million, the contract would require Palantir to implement its Foundry platform across the MoD to enable cost efficiencies by “automating work and reducing data-processing time”.Defense spending by the European government alone accounts for a fifth of the global total, underscoring the massive growth opportunities that await Palantir. This is further bolstered by “early indications that modernizing and upgrading weapons systems will be a key priority” for the European governments. Many of the challenges observed in the ongoing Russia-Ukraine war have been “related to things like logistics, fuel, tires and secure communications”, which suggests that a war chest of weapons is insufficient in modern-day warfare and must be complemented by technologies like AI and data analytics to ensure adequate progress. This accordingly reflects Palantir’s improved position in benefiting from a “favourable government spending environment”, especially in Europe, over coming years.U.S.: Similar tailwinds are expected from the U.S., which is currently the world’s largest military spender. The U.S. government allocated $801 billion to the armed forces last year, representing “as much as 39% of global expenditures”. There has also been an increasing deployment of related funds towards “military research and development, suggesting that the U.S. is focusing more on next-generation technologies”, which bolsters Palantir’s longer-term government segment outlook. Looking ahead, President Biden has recently requested “$813.3 billion in national security spending, including $773 billion for the Pentagon, in the federal budget” for fiscal 2023. The proposed budget represents a 4% increase from the current fiscal year and exceeds the fiscal 2023 budget projected by the White House a year ago by more than $40 billion. In addition to the ongoing Russia-Ukraine war, the U.S. government’s beefed-up budget also “reflects the increasing military challenge from China”.A meaningful portion of the allocated budget to the Pentagon – about $130 billion of the $773 billion – will be deployed towards “development of costly new defense systems…, [including] accelerated research into hypersonics and AI”, representing an increase of $15.6 billion compared to projections outlined in the fiscal 2023 budget made last year. But with rising inflationary pressures, some industry experts are expending an even larger increase to related spending in the coming fiscal year, underscoring even greater opportunities for next-generation warfare technology providers like Palantir.Expanding Adjacent Non-Military OpportunitiesPalantir’s effective deployment of COVID-era solutions and support to various non-military public agencies in recent years has also continued to bolster its growing share of related government procurement contracts. In the core U.S. market alone, non-defense agency contracts represented more than 52% of total public sector awards received by the company to date. This continues to underscore Palantir’s ability in diversifying government segment growth drivers and benefiting from opportunities related to major non-defense government agencies. Continued penetration of non-defense government opportunities, which represents about 3% to 4% of annual GDP in the U.S. alone, paired with increased military expenditure in the near-term are expected to reinforce Palantir’s government segment performance:COVID-19 Response for the CDC: The latest contract forged between Palantir and the CDC pertaining to the U.S. government’s ongoing COVID-19 response efforts highlights the company’s continued effectiveness in executing its land and expand business strategy. The expanded partnership underscores Palantir’s effective job as a “trusted technology partner” during the pandemic-era. Specifically, the latest partnership with the CDC results from Palantir’s success in helping the Department of Health and Human Services (“HHS”) with vaccine distribution in mid-2020. Palantir’s solutions have been procured under the latest contract with the CDC, valued at $5.3 million, to support the department’s “key distribution and supply chain efforts” pertaining to ongoing COVID-19 response efforts.CDC DCIPHER Program Extension: The CDC has expanded its use of Palantir’s solutions in support of the “Data Collation and Integration for Public Health Event Response” (“DCIPHER”) Program. Palantir has been supporting the roll-out of the CDC’s DCIPHER Program since 2010. The latest extension will further Palantir’s participation in the CDC’s ongoing efforts related to modernizing the agency’s data management system, and supporting “time-sensitive data integration, management and analysis that widespread events require”.HHS SHARE Blanket Purchase Agreement: Earlier this month, Palantir was rewarded another contract by the HHS to support its “5-year Solutioning with Holistic Analytics Restructure for the Enterprise (“SHARE”)” program under a Blanket Purchase Agreement (“BPA”). Valued at $90 million, the BPA will require Palantir’s platform be implemented across the HHS’ “many agencies and missions…to support their work”. Palantir was selected based on its proven strength in delivering effective “built-in data protection features, innovative technology, and common security framework”, which further corroborates our observations that the company’s achievements with non-defense public agencies during the pandemic-era have been a beneficial trial period that is driving today’s expansion. Palantir’s initial obligation under the BPA is a “10.5 month, multi-million-dollar contract to support HHS’ core administrative data and applications through a vertically integrated platform that allows teams to configure low to no code applications to manage, ingest, and access data securely, across business domains” using its Foundry platform.Commercial AccelerationAcceleration in Palantir’s commercial sector has been consistently gaining momentum in recent quarters. Despite tightening financial conditions in the economy, the segment’s latest results continue to underscore the critical role that Palantir plays in the enterprise sector’s ongoing digital transformation efforts. More than half of the corporate scene have expressed that they would rather “tighten the belt” in other parts of the business than to miss out on digital transformation, which is considered a strategic investment in differentiating themselves from competitors, while also enabling cost efficiencies. Commercial customers are increasing demand for tools to make sense of their massive data troves. To date, only 4% of companies claim to have a \"highly sophisticated approach to leveraging data”, leaving sizable growth opportunities for Palantir over coming years.Modularization:The company’s continued commitment to modularization and honing its offerings to better suit end users’ needs are also bolstering its capitalization of opportunities stemming from demand environment. In addition to Foundry for Builders, which we have previously analyzed as an effective tool for driving mass market adoption in the corporate sector over coming years, Palantir has also been ramping up deployment of modular offerings like “Carbon Emissions Management” and “Anti-Money Laundering / Know Your Client” solutions to increase its appeal to the commercial sector, including the emerging crypto sector, which stands to expose Palantir to a broader market that is expected to grow into a $67 billion opportunity by mid-decade.Industry-Specific Solutions:There has also been a consistent trend of leveraging third-party expertise in the development of industry-tailored versions of its Foundry platform. After forging a $25 million multi-year deal with Hyundai Heavy earlier this year to co-develop and commercialize software tools curated for breaking down siloed data fields across relevant workflows spanning shipbuilding to industrial machinery processes, Palantir is back at it again with a similar deal forged with Jacobs (J), a consulting and project delivery expert for both the public and private sectors.Palantir and Jacobs will collaborate on the development and launch of a “joint data analytics offering to support public and private sector clients in solving their most complex water infrastructure problems”. Built on Palantir’s Foundry platform, the joint data analytics offering will also be leveraging Jacobs’ existing expertise in providing operations and maintenance (“O&M”) solutions to the water sector, as well as its “proprietary machine learning modules and wastewater process optimization tools”. The joint analytics tool aims at driving insights that can help increase water plant performance, cost efficiencies, security from cyber threats, and compliance with ESG goals – all of which are pressing needs to support the evolution of critical water infrastructure required to satisfy rising “global demand for clean water, more stringent regulatory issues, and increasing environmental concerns”. With the global water and wastewater treatment addressable market expected to exceed $200 billion by mid-decade, Palantir’s latest foray into the water infrastructure sector with the help of Jacobs marks another significant step towards greater commercial penetration.Seamless Digital Migration with Apollo:In addition to developments made with Foundry that are accelerating growth for Palantir’s commercial segment, the company’s recent roll-out of a new suite of offerings available within Apollo also heightens its appeal to the enterprise sector. Apollo is an operating system developed by Palantir to facilitate “autonomous software deployment across environments” faster and in a more efficient way to ensure scalability. Apollo has already “managed the deployment, security, and upgrades for Palantir’s software, including 500+ independently released microservices across 300+ unique environments”, accentuating the system’s proven effectiveness.The latest product additions within Apollo include “Cloud Portability”, which allows “organizations to maintain flexibility across cloud providers” by housing different cloud provider managed operating systems under one roof. This creates a particular appeal to the corporate sector’s increasing migration of workloads from legacy IT systems to the cloud, which is considered a business essential that drives “better economies, more innovation and greater speed”. With more than half of global corporations indicating plans to allocate a significant share of budgeted investments to cloud-related projects over the next two years, the Apollo operating system and its newly curated offerings stand to further Palantir’s reach into related opportunities over coming years.Fundamental Estimate UpdateAdjusting our latest Palantir financial forecast for its actual first quarter financial results, and growth outlook based on recent developments discussed in the foregoing analysis, the company remains on a positive track towards reaching +30% revenue growth this year. Our base case forecast expects revenues to total $2.0 billion by the end of the year (+30% y/y), driven by continued commercial acceleration, as well as restored government momentum in the latter half resulting from solution deployments related to the ongoing Russia-Ukraine war.Consistent with narrowing losses observed in recent quarters, the company’s expected trajectory towards profits by mid-decade remains intact. Operating margins are expected to further improve over time as Palantir continues to ramp deployment of new and existing offerings and achieve greater economies of scale. Share-based compensation expenses, which investors consider a sore spot for the company, are also expected to further improve and taper towards lower levels by mid-decade. Share-based compensation as a percentage of total revenues has consistently improved from 116% in 2020 (4Q20: 75%) to about 50% in 2021 (4Q21: 39%) and 33% in 1Q22. This continues to signal Palantir's increasing balance between top talent retention through generous compensation packages and growth-driven economies of scale to facilitate meaningful margin expansion towards GAAP-based net profits by 2025.Palantir Financial Forecast (Author)PLTR Stock Valuation UpdateThe market continues to be extremely unforgiving towards signs of near-term underperformance in growth stocks like Palantir. The stock’s massive pullback in value in recent months as a result of three consecutive quarters of decelerating government growth has effectively erased Palantir’s previous premium to the broader SaaS peer group. At under $8 per share (May 9th), Palantir current trades at about 6x EV/’23 sales, which is below the SaaS mean of 8.1x and median of 7.8x. Considering Palantir’s continued fundamental strength, which includes 1) continued top-line growth expected at more than 30% per year as analyzed in the foregoing analysis, 2) self-sufficient, cash-positive day-to-day operations, and 3) a robust balance sheet with $2.3 billion in cash on hand and zero debt to facilitate continued growth with minimal exposure to rising costs of capital, we are confident in the return of a favourable risk-reward payoff at current price levels for patient long-term investors.Palantir Valuation Analysis (Author)Considering the ongoing compression of valuation multiples observed across the SaaS peer group in response to still-evolving economic uncertainties stemming from macro challenges including runaway inflation and tightening monetary policy, we are adjusting our 12-month price target for the stock from $26 to $15. Our near-term price target implies a 10.8x EV/’23 sales to better reflect the currently contracted valuation environment for SaaS stocks, compensated by Palantir’s increasing appeal to commercial sector digitization needs, and its “favourable government spending environment” expected in the near-term as discussed in earlier sections.Palantir Valuation Analysis (Author)ConclusionWhile we have tapered our near-term expectations for the stock considering the current risk-off environment for growth equities, we remain optimistic on its longer-term upside potential. Palantir’s software solutions remain the best-in-class for addressing critical data management and analytics needs across both the public and private sector. With robust customer growth still, and a strong demand environment ahead of global digitization trends, Palantir continues to sit on a mountain of opportunities stemming from a market that is still significantly under-addressed. This accordingly underscores further fundamental growth in coming years, buoying better valuation prospects over the longer-term especially when the current market storm subsides.Author's Note: Thank you for reading my analysis. Please note that we will be launching a Livy Investment Research Marketplace service on June 1. The service will allow you to follow my coverage portfolio, interact with me directly, and participate in chat rooms with other subscribers. Early subscribers will receive a legacy discount at $249 per year. Stay tuned for more details as we ramp up to launch in the coming months.","news_type":1,"symbols_score_info":{"PLTR":1}},"isVote":1,"tweetType":1,"viewCount":1173,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9980662454,"gmtCreate":1665717727178,"gmtModify":1676537654723,"author":{"id":"3572055809988252","authorId":"3572055809988252","name":"Woobenny","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572055809988252","idStr":"3572055809988252"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a><v-v data-views=\"1\"></v-v>Time to rally before coming down further? 🤔","listText":"<a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a><v-v data-views=\"1\"></v-v>Time to rally before coming down further? 🤔","text":"$S&P 500(.SPX)$Time to rally before coming down further? 🤔","images":[{"img":"https://community-static.tradeup.com/news/efd15fd21a21d8cf96299e6cc2bcbeb8","width":"750","height":"1290"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9980662454","isVote":1,"tweetType":1,"viewCount":2931,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}