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2021-07-04

Hhhhhjj fuk u

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2021-06-22

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2021-06-21

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Stock market's most popular trade faces 'perfect storm'

2021-06-18

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Alibaba Stock: The Bottoming Process Looks To Be Forming Already

2021-06-18

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ASML: The Market Could Be Underestimating Its Potential

2021-06-17

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Cruise Stocks Gain As Wolfe Upgrades On Improving Demand

2021-06-17

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2021-06-17

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2021-06-16

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2021-06-15

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2021-06-13

//@tingshen96: Uuu

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2021-04-28

Uuu

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2021-04-24

Jj

BRIEF-Nvidia Corp Says CEO Jen-Hsun Huang's 2021 Total Compensation Was $19.3 Million Versus $11.5 Million In 2020– SEC Filing

2021-04-16

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Investor Einhorn says Palihapitiya, Musk poured 'jet fuel' on GameStop

2021-04-15

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2021-04-14

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UPDATE 2-Biden administration proceeding with $23 billion weapon sales to UAE

2021-04-13

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2021-04-12

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Google Says Introducing SAP Integration With Cloud Data Fusion - Blog

2021-04-11

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Tesla is on fire, but these EV-related stocks could end up just as hot

2021-04-08

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U.S. Dilemma – How to Stimulate An Economy That Is Already Recovering?

Go to Tiger App to see more news

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fuk u","listText":"Hhhhhjj fuk u","text":"Hhhhhjj fuk u","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/155179819","repostId":"1160702483","repostType":4,"isVote":1,"tweetType":1,"viewCount":2947,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":120759771,"gmtCreate":1624338924993,"gmtModify":1703833919655,"author":{"id":"3573989283625538","authorId":"3573989283625538","name":"tingshen96","avatar":"https://static.tigerbbs.com/86cb9fa98664959cf41a27e99f13b9f2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573989283625538","idStr":"3573989283625538"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share 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it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/167183884","repostId":"1134946846","repostType":4,"repost":{"id":"1134946846","kind":"news","pubTimestamp":1624244425,"share":"https://ttm.financial/m/news/1134946846?lang=en_US&edition=fundamental","pubTime":"2021-06-21 11:00","market":"us","language":"en","title":"Stock market's most popular trade faces 'perfect storm'","url":"https://stock-news.laohu8.com/highlight/detail?id=1134946846","media":"FoxBusiness","summary":"Wall Street’s favorite trade of the year is facing a \"perfect storm\" as theFederal Reserveprepares t","content":"<p>Wall Street’s favorite trade of the year is facing a \"perfect storm\" as theFederal Reserveprepares to exit the emergency measures put in place during the pandemic, according to Bank of America.</p>\n<p>The Fed’s decision to end the easy money era of the pandemic sent shockwaves through the market and put the Dow Jones Industrial Average on track for its worst week since January.</p>\n<p>Cyclical stocks on Thursday, the day after the announcement, suffered their worst day in over a year when compared to defensive stocks as investors feared the central bank’s tapering could derail the economy. Cyclicals include sectors like industrials, energy and financials, whose performance is tied to the whims of the economy.</p>\n<p>A \"cyclical correction is now underway,\" wrote a team led by Michael Hartnett, chief investment strategist at Bank of America.</p>\n<p>He noted this week’s hawkish shift by the Fed is \"bad news\" and adds to the troubles that were presented by excess positioning, China tightening and fading hopes of additional fiscal stimulus in the U.S.</p>\n<p>The Fed on Wednesday held its benchmark interest rate near zero and maintained its bond-buying program at a pace of $120 billion per month, but moved up the forecast for its first rate hike to 2023 from 2024. More members, but not a majority, said the first rate hike could occur in 2022. The central bank also teased an end to its asset purchase program, but did not give any specifics as to when the tapering might begin.</p>\n<p>The Fed last year cut interest rates to near zero and pledged to buy an unlimited amount of assets to support the U.S. economy through its sharpest economic slowdown of the post-World War II era.</p>\n<p>The yield on the 10-year bond note fell to 1.45% on Friday in response to the Fed’s tightening plans. It hit a high of 1.75% on March 31.</p>\n<p>David Rosenberg, chief economist and strategist at Toronto-based Rosenberg Research says that adjusted for interest rates, the S&amp;P 500 is 20% above its intrinsic value.</p>\n<p>He believes investors would be foolish to ignore the signal that real rates, or those adjusted for inflation, are sending to the stock market.</p>\n<p>\"Overweighting&nbsp;defensive sectors and secular growth segments that tend to benefit&nbsp;by a sharp slowing in GDP growth, is a sound strategy,\" he wrote. \"At the same&nbsp;time, if the message from real rates proves&nbsp;prescient, investors will&nbsp;be well advised to trim their cyclical exposures.\"</p>","source":"lsy1610518597439","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>Stock market's most popular trade faces 'perfect storm'</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\">\nStock market's most popular trade faces 'perfect storm'\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-21 11:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.foxbusiness.com/markets/stock-market-most-popular-trade-being-turned-upside-down><strong>FoxBusiness</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Wall Street’s favorite trade of the year is facing a \"perfect storm\" as theFederal Reserveprepares to exit the emergency measures put in place during the pandemic, according to Bank of America.\nThe ...</p>\n\n<a href=\"https://www.foxbusiness.com/markets/stock-market-most-popular-trade-being-turned-upside-down\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://www.foxbusiness.com/markets/stock-market-most-popular-trade-being-turned-upside-down","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134946846","content_text":"Wall Street’s favorite trade of the year is facing a \"perfect storm\" as theFederal Reserveprepares to exit the emergency measures put in place during the pandemic, according to Bank of America.\nThe Fed’s decision to end the easy money era of the pandemic sent shockwaves through the market and put the Dow Jones Industrial Average on track for its worst week since January.\nCyclical stocks on Thursday, the day after the announcement, suffered their worst day in over a year when compared to defensive stocks as investors feared the central bank’s tapering could derail the economy. Cyclicals include sectors like industrials, energy and financials, whose performance is tied to the whims of the economy.\nA \"cyclical correction is now underway,\" wrote a team led by Michael Hartnett, chief investment strategist at Bank of America.\nHe noted this week’s hawkish shift by the Fed is \"bad news\" and adds to the troubles that were presented by excess positioning, China tightening and fading hopes of additional fiscal stimulus in the U.S.\nThe Fed on Wednesday held its benchmark interest rate near zero and maintained its bond-buying program at a pace of $120 billion per month, but moved up the forecast for its first rate hike to 2023 from 2024. More members, but not a majority, said the first rate hike could occur in 2022. The central bank also teased an end to its asset purchase program, but did not give any specifics as to when the tapering might begin.\nThe Fed last year cut interest rates to near zero and pledged to buy an unlimited amount of assets to support the U.S. economy through its sharpest economic slowdown of the post-World War II era.\nThe yield on the 10-year bond note fell to 1.45% on Friday in response to the Fed’s tightening plans. It hit a high of 1.75% on March 31.\nDavid Rosenberg, chief economist and strategist at Toronto-based Rosenberg Research says that adjusted for interest rates, the S&P 500 is 20% above its intrinsic value.\nHe believes investors would be foolish to ignore the signal that real rates, or those adjusted for inflation, are sending to the stock market.\n\"Overweighting defensive sectors and secular growth segments that tend to benefit by a sharp slowing in GDP growth, is a sound strategy,\" he wrote. \"At the same time, if the message from real rates proves prescient, investors will be well advised to trim their cyclical exposures.\"","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2057,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":166369435,"gmtCreate":1623992119627,"gmtModify":1703825964813,"author":{"id":"3573989283625538","authorId":"3573989283625538","name":"tingshen96","avatar":"https://static.tigerbbs.com/86cb9fa98664959cf41a27e99f13b9f2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573989283625538","idStr":"3573989283625538"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/166369435","repostId":"1175693382","repostType":4,"repost":{"id":"1175693382","kind":"news","pubTimestamp":1623978463,"share":"https://ttm.financial/m/news/1175693382?lang=en_US&edition=fundamental","pubTime":"2021-06-18 09:07","market":"hk","language":"en","title":"Alibaba Stock: The Bottoming Process Looks To Be Forming Already","url":"https://stock-news.laohu8.com/highlight/detail?id=1175693382","media":"seekingalpha","summary":"Alibaba is probably the most undervalued growth stock right now.The company’s multiple growth drivers within a rapidly expanding market made its valuations look even more baffling.The short term technical picture may be turning bullish with a potential double bottom price action signal.When we take things into clearer perspective by comparing China’s growth rate and size of its market to that of the U.S. e-commerce market, we could see the huge differences in their sizes and growth rates as the ","content":"<p><b>Summary</b></p>\n<ul>\n <li>Alibaba is probably the most undervalued growth stock right now.</li>\n <li>The company’s multiple growth drivers within a rapidly expanding market made its valuations look even more baffling.</li>\n <li>The short term technical picture may be turning bullish with a potential double bottom price action signal.</li>\n <li>We discuss the company’s multiple growth drivers and let investors judge for themselves.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/05e63c77d4f3f3dc3d618e43044638bb\" tg-width=\"768\" tg-height=\"512\"><span>Yongyuan Dai/iStock Unreleased via Getty Images</span></p>\n<p><b>The Technical Thesis</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7febf6ed056b0e3bc038321cdaad9b1c\" tg-width=\"1280\" tg-height=\"782\"><span>Source: TradingView</span></p>\n<p>Alibaba’s&nbsp;stock price has endured a terrible 8 months ever since its Ant Financial IPO was pulled in early Nov 20, with the stock languishing in the doldrums 34% off its high. When considering the health of its long term uptrend, it’s clear that BABA has a relatively strong uptrend bias and has generally been well supported along its key 50W MA. The only other time in the last 4 years that it lost its key 50W MA support level was during the 2018 bear market where BABA dropped about 40%, but was still well supported above the important 200W MA, which we usually consider as the “last line of defense”. Right now BABA is somewhat facing a similar situation again: down 34%, lost the 50W MA, but looks to be well supported above the 200W MA. In addition to that, one interesting observation in price action analysis may lead price action traders/investors to be especially bullish: a potential double bottom formation. BABA's price is seemingly going through a double bottom like it did during the 2018 bear market before it rallied strongly thereafter. As a result, BABA’s current level may offer a possible technical buy entry point now.</p>\n<p><b>BABA's Fundamental Thesis: Rapidly Expanding Growth Drivers</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eba49f5881708929949c30628eedc5d4\" tg-width=\"934\" tg-height=\"578\"><span>Annual GMV. Data source: Company filings</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a4d6c4ed3e2402f5af52b2dea8bab411\" tg-width=\"836\" tg-height=\"517\"><span>Annual e-commerce revenue. Data source: Company filings</span></p>\n<p>BABA’s GMV grew from 1.68T yuan to 7.49T yuan in just a matter of 7 years, which represented a CAGR of 23.8%, a truly amazing growth rate. We also saw its GMV growth being converted into revenue growth as its China commerce revenue grew from 7.67B yuan to 473.68B yuan, at a CAGR of 51% over the last 10 years. While its international footprint remains considerably smaller, it still grew at a CAGR of 30.42% over the last 10 years, which was by no means slow.</p>\n<p>Even though China’s e-commerce market is expected to grow considerably slower at a CAGR of 12.4% over the next three years, from 13.8T yuan, equivalent to $2.16T in 2021 to 19.6T yuan,equivalent to $3.06T by 2024, the massive size of the market still offers tremendous upside potential for BABA and its closest competitors to grow into.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ffe2dee43f267e1d1399c68e3ca60f36\" tg-width=\"600\" tg-height=\"371\"><span>E-commerce revenue in the U.S. Data source: Statista</span></p>\n<p>When we take things into clearer perspective by comparing China’s growth rate and size of its market to that of the U.S. e-commerce market, we could see the huge differences in their sizes and growth rates as the U.S. e-commerce market is only expected to grow at a CAGR of 4.67% from 2021 to 2025, which is significantly slower than China’s 12.4%. In addition, the U.S. market is also expected to reach about $563B in total revenue, which is 18% of what the China market is expected to be worth by then.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0d5a8d0d8a6a2dcdf667a6f33c6c9771\" tg-width=\"1280\" tg-height=\"702\"><span>Peers EBIT Margin and Projected EBIT Margin. Data source: S&amp;P Capital IQ</span></p>\n<p>Even though Alibaba has been facing increased competitive pressures from its fast growing key competitors: JD.com(NASDAQ:JD)and Pinduoduo(NASDAQ:PDD), BABA has already been operating a much more profitable business (both EBIT and FCF), and is expected to continue delivering strong profitability moving forward, which should give the company tremendous flexibility to compete head on with JD and PDD in its quest to extend its leadership. Investors may observe that BABA’s EBIT margin was affected by the one-off administrative penalty of $2,782M that was reflected in its SG&amp;A, and therefore skewed its EBIT margin to the downside.</p>\n<p>One important move was the company’s decision to further its investment in the Community Marketplace, which is PDD’s main e-commerce strategy that saw PDD gain a total of&nbsp;823M AAC&nbsp;in its latest quarter as compared to BABA’s 891M AAC. PDD’s AAC growth is truly phenomenal considering it had only&nbsp;100M AAC in Q2’C17&nbsp;as compared to BABA’s 466M AAC in the same period.</p>\n<p>Therefore, the momentum of growth has surely swung over to the Community Marketplace segment and BABA would need to pull out its big guns (which it has) to compete for dominance with PDD and JD.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3b83b69b08b1f4b11a26393c8e6eead5\" tg-width=\"600\" tg-height=\"371\"><span>Market size of community group buying in China. Data source: iiMedia Research</span></p>\n<p>Even though the expected total market size of 102B yuan by 2022 represented only about 21.5% of BABA’s FY 21 China commerce revenue, the expected rapid CAGR of 44.22% over 3 years from 2019 to 2022 cannot be missed by BABA. Although the market is still relatively small, BABA cannot allow the current leader in this market: PDD to so easily dominate and gobble up the early high growth rates at the ignorance of everyone else. Certainly BABA must compete and fight for its place in this segment and strive for early leadership to prevent PDD from extending its lead.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b97b2b4a8a182dc9846d8fb7e4039877\" tg-width=\"1280\" tg-height=\"770\"><span>PDD profitability metrics &amp; revenue growth forecast. Data source: S&amp;P Capital IQ</span></p>\n<p>We could observe from the above chart that PDD is expected to continue growing its revenue rapidly over the next few years, even though they are expected to normalize subsequently. More importantly, PDD is also expected to increasingly improve its EBIT and FCF profitability moving forward. This shows that the Community Marketplace segment is an highly important growth driver that BABA must use its strength to exploit in order to deny PDD’s claim to undisputed leadership so early on in the game.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3aadc32155b4108426a1a982e3b5b1c2\" tg-width=\"640\" tg-height=\"360\"><span>China public cloud spending. Source:China Internet Watch; Canalys</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1c1538b9f7bdc8d6d35a72d9acf8ecbc\" tg-width=\"600\" tg-height=\"371\"><span>Size of China public cloud market. Data source: CAICT; Sina.com.cn</span></p>\n<p>BABA has a 40% share in China’s public cloud market, way ahead of its key competitors. However, it’s important to note that despite this leadership, BABA is still in heavy investment mode to continue growing its market share as China’s public cloud market is expected to grow from 26.48B yuan in 2017 to 230.74B yuan by 2023, which would represent a CAGR of 43.4%, an incredibly stellar growth rate. This is especially clear when we compare China’s growth rate to the worldwide growth rate (see below) as public cloud spending worldwide is expected to grow from $145B in 2017 to $397B by 2022, that would represent a CAGR of 22.3%.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/06198c569504bc303c34563041dfb294\" tg-width=\"600\" tg-height=\"371\"><span>Worldwide public cloud spending. Data source: Gartner</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8482037f60575f964053ab732496bee3\" tg-width=\"1176\" tg-height=\"700\"><span>Worldwide public cloud market share. Source:CnTechPost; Gartner</span></p>\n<p>Therefore, I don’t find it surprising that Ali Cloud has continued to extend its lead over Alphabet’s(NASDAQ:GOOGL)(NASDAQ:GOOG)GCP with a market share of 9.5% in 2020. While AMZN remains the clear leader in the market, its market share has been coming down considerably as public cloud spending continues to expand, indicating that there is a huge potential for growth for multiple players to exist. With BABA’s leadership in the rapidly expanding Chinese market, I’m increasingly bullish on the future profit and FCF contribution from this segment to BABA’s performance over time. Although BABA’s cloud segment has not been EBIT profitable yet (FY 21 EBIT margin: -15%, FY 20 EBIT margin: -17.5%), it’s also useful to note that GCP has also not been profitable for Alphabet as well (FY 20 EBIT margin: -42.9%, FY 19 EBIT margin: -52%). Therefore, we need to give BABA some time to scale up its cloud services in APAC and in China where it is expected to have stronger leadership to allow it to grow faster and investors should expect this to be a highly profitable segment over time.</p>\n<p><b>BABA's Valuations Look Highly Compelling</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/62a087c4b3ef7efc2c5dde813e3b959d\" tg-width=\"1000\" tg-height=\"600\"><span>NTM TEV / EBIT 3Y range.</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2605c0e5ad364a7a43929fef204595c\" tg-width=\"1280\" tg-height=\"687\"><span>EV / Fwd EBIT and EV / Fwd Rev trend. Data source: S&amp;P Capital IQ</span></p>\n<p>When we consider BABA's TEV / EBIT historical range, where the 3Y mean read 33.54x, BABA’s EV / Fwd EBIT trend certainly imply a hugely undervalued stock as BABA is still expected to grow its revenue and operating profits rapidly. However, as we wanted to obtain greater clarity over how its counterparts are also valued, we thought it would be useful if we value BABA’s EBIT over a set of benchmark companies that is presented below.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d27873e676dfb23c98d4a69aa5861e02\" tg-width=\"1280\" tg-height=\"1117\"><span>Peers EV / EBIT Valuations. Data source: S&amp;P Capital IQ</span></p>\n<p>By using a blend of historical and forward EBIT, we could see that BABA’s EV / EBIT really looks undervalued when compared to the median value of the set of observed values from the benchmark companies. We derived a fair value range for BABA of $294.98 at the midpoint of the range, that represented a potential upside of 40.5% based on the current stock price of $210.</p>\n<p><b>Risks to Assumptions</b></p>\n<p>Now, it’s obviously baffling to watch how Mr. Market has decided to discount BABA to such an extent as if the company has lost all its key sources of growth, when in fact there is still so much potential upside coming from its commerce segment, the new marketplace initiatives and its growing Ali Cloud segment, among others. The main realistic reason that we identified for the stock's underperformance would simply be regulatory risk. We think investors should acknowledge that this risk is very real and at times huge Chinese companies have found themselves to be subjected to extra scrutiny (which is nothing new in fact) by the Chinese government. What’s critical here is that the Chinese government seemingly has significant clout over the behavior and actions of their tech behemoths that at times may be largely unpredictable. The market certainly hates unpredictability and therefore they may have significantly discounted BABA as a result of that. If investors are not able to handle uncertainty with regard to potentially unpredictable regulatory actions and their aftermath, then BABA may not be appropriate for you. However, if you believe that this is just a blip in BABA’s long journey, then you would surely find BABA's valuations extremely attractive right now, coupled with a long term mindset.</p>\n<p><b>Wrapping It All Up</b></p>\n<p>Alibaba has continued to deliver solid results that demonstrated the strong capability of the company to execute well. As the company continues to operate within a market with so many growth drivers that are expected to drive the company’s future growth, investors should find the current valuations highly attractive.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba Stock: The Bottoming Process Looks To Be Forming Already</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba Stock: The Bottoming Process Looks To Be Forming Already\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-18 09:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4435297-alibaba-stock-bottoming-process-forming-buy-now><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nAlibaba is probably the most undervalued growth stock right now.\nThe company’s multiple growth drivers within a rapidly expanding market made its valuations look even more baffling.\nThe short...</p>\n\n<a href=\"https://seekingalpha.com/article/4435297-alibaba-stock-bottoming-process-forming-buy-now\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"https://seekingalpha.com/article/4435297-alibaba-stock-bottoming-process-forming-buy-now","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175693382","content_text":"Summary\n\nAlibaba is probably the most undervalued growth stock right now.\nThe company’s multiple growth drivers within a rapidly expanding market made its valuations look even more baffling.\nThe short term technical picture may be turning bullish with a potential double bottom price action signal.\nWe discuss the company’s multiple growth drivers and let investors judge for themselves.\n\nYongyuan Dai/iStock Unreleased via Getty Images\nThe Technical Thesis\nSource: TradingView\nAlibaba’s stock price has endured a terrible 8 months ever since its Ant Financial IPO was pulled in early Nov 20, with the stock languishing in the doldrums 34% off its high. When considering the health of its long term uptrend, it’s clear that BABA has a relatively strong uptrend bias and has generally been well supported along its key 50W MA. The only other time in the last 4 years that it lost its key 50W MA support level was during the 2018 bear market where BABA dropped about 40%, but was still well supported above the important 200W MA, which we usually consider as the “last line of defense”. Right now BABA is somewhat facing a similar situation again: down 34%, lost the 50W MA, but looks to be well supported above the 200W MA. In addition to that, one interesting observation in price action analysis may lead price action traders/investors to be especially bullish: a potential double bottom formation. BABA's price is seemingly going through a double bottom like it did during the 2018 bear market before it rallied strongly thereafter. As a result, BABA’s current level may offer a possible technical buy entry point now.\nBABA's Fundamental Thesis: Rapidly Expanding Growth Drivers\nAnnual GMV. Data source: Company filings\nAnnual e-commerce revenue. Data source: Company filings\nBABA’s GMV grew from 1.68T yuan to 7.49T yuan in just a matter of 7 years, which represented a CAGR of 23.8%, a truly amazing growth rate. We also saw its GMV growth being converted into revenue growth as its China commerce revenue grew from 7.67B yuan to 473.68B yuan, at a CAGR of 51% over the last 10 years. While its international footprint remains considerably smaller, it still grew at a CAGR of 30.42% over the last 10 years, which was by no means slow.\nEven though China’s e-commerce market is expected to grow considerably slower at a CAGR of 12.4% over the next three years, from 13.8T yuan, equivalent to $2.16T in 2021 to 19.6T yuan,equivalent to $3.06T by 2024, the massive size of the market still offers tremendous upside potential for BABA and its closest competitors to grow into.\nE-commerce revenue in the U.S. Data source: Statista\nWhen we take things into clearer perspective by comparing China’s growth rate and size of its market to that of the U.S. e-commerce market, we could see the huge differences in their sizes and growth rates as the U.S. e-commerce market is only expected to grow at a CAGR of 4.67% from 2021 to 2025, which is significantly slower than China’s 12.4%. In addition, the U.S. market is also expected to reach about $563B in total revenue, which is 18% of what the China market is expected to be worth by then.\nPeers EBIT Margin and Projected EBIT Margin. Data source: S&P Capital IQ\nEven though Alibaba has been facing increased competitive pressures from its fast growing key competitors: JD.com(NASDAQ:JD)and Pinduoduo(NASDAQ:PDD), BABA has already been operating a much more profitable business (both EBIT and FCF), and is expected to continue delivering strong profitability moving forward, which should give the company tremendous flexibility to compete head on with JD and PDD in its quest to extend its leadership. Investors may observe that BABA’s EBIT margin was affected by the one-off administrative penalty of $2,782M that was reflected in its SG&A, and therefore skewed its EBIT margin to the downside.\nOne important move was the company’s decision to further its investment in the Community Marketplace, which is PDD’s main e-commerce strategy that saw PDD gain a total of 823M AAC in its latest quarter as compared to BABA’s 891M AAC. PDD’s AAC growth is truly phenomenal considering it had only 100M AAC in Q2’C17 as compared to BABA’s 466M AAC in the same period.\nTherefore, the momentum of growth has surely swung over to the Community Marketplace segment and BABA would need to pull out its big guns (which it has) to compete for dominance with PDD and JD.\nMarket size of community group buying in China. Data source: iiMedia Research\nEven though the expected total market size of 102B yuan by 2022 represented only about 21.5% of BABA’s FY 21 China commerce revenue, the expected rapid CAGR of 44.22% over 3 years from 2019 to 2022 cannot be missed by BABA. Although the market is still relatively small, BABA cannot allow the current leader in this market: PDD to so easily dominate and gobble up the early high growth rates at the ignorance of everyone else. Certainly BABA must compete and fight for its place in this segment and strive for early leadership to prevent PDD from extending its lead.\nPDD profitability metrics & revenue growth forecast. Data source: S&P Capital IQ\nWe could observe from the above chart that PDD is expected to continue growing its revenue rapidly over the next few years, even though they are expected to normalize subsequently. More importantly, PDD is also expected to increasingly improve its EBIT and FCF profitability moving forward. This shows that the Community Marketplace segment is an highly important growth driver that BABA must use its strength to exploit in order to deny PDD’s claim to undisputed leadership so early on in the game.\nChina public cloud spending. Source:China Internet Watch; Canalys\nSize of China public cloud market. Data source: CAICT; Sina.com.cn\nBABA has a 40% share in China’s public cloud market, way ahead of its key competitors. However, it’s important to note that despite this leadership, BABA is still in heavy investment mode to continue growing its market share as China’s public cloud market is expected to grow from 26.48B yuan in 2017 to 230.74B yuan by 2023, which would represent a CAGR of 43.4%, an incredibly stellar growth rate. This is especially clear when we compare China’s growth rate to the worldwide growth rate (see below) as public cloud spending worldwide is expected to grow from $145B in 2017 to $397B by 2022, that would represent a CAGR of 22.3%.\nWorldwide public cloud spending. Data source: Gartner\nWorldwide public cloud market share. Source:CnTechPost; Gartner\nTherefore, I don’t find it surprising that Ali Cloud has continued to extend its lead over Alphabet’s(NASDAQ:GOOGL)(NASDAQ:GOOG)GCP with a market share of 9.5% in 2020. While AMZN remains the clear leader in the market, its market share has been coming down considerably as public cloud spending continues to expand, indicating that there is a huge potential for growth for multiple players to exist. With BABA’s leadership in the rapidly expanding Chinese market, I’m increasingly bullish on the future profit and FCF contribution from this segment to BABA’s performance over time. Although BABA’s cloud segment has not been EBIT profitable yet (FY 21 EBIT margin: -15%, FY 20 EBIT margin: -17.5%), it’s also useful to note that GCP has also not been profitable for Alphabet as well (FY 20 EBIT margin: -42.9%, FY 19 EBIT margin: -52%). Therefore, we need to give BABA some time to scale up its cloud services in APAC and in China where it is expected to have stronger leadership to allow it to grow faster and investors should expect this to be a highly profitable segment over time.\nBABA's Valuations Look Highly Compelling\nNTM TEV / EBIT 3Y range.\nEV / Fwd EBIT and EV / Fwd Rev trend. Data source: S&P Capital IQ\nWhen we consider BABA's TEV / EBIT historical range, where the 3Y mean read 33.54x, BABA’s EV / Fwd EBIT trend certainly imply a hugely undervalued stock as BABA is still expected to grow its revenue and operating profits rapidly. However, as we wanted to obtain greater clarity over how its counterparts are also valued, we thought it would be useful if we value BABA’s EBIT over a set of benchmark companies that is presented below.\nPeers EV / EBIT Valuations. Data source: S&P Capital IQ\nBy using a blend of historical and forward EBIT, we could see that BABA’s EV / EBIT really looks undervalued when compared to the median value of the set of observed values from the benchmark companies. We derived a fair value range for BABA of $294.98 at the midpoint of the range, that represented a potential upside of 40.5% based on the current stock price of $210.\nRisks to Assumptions\nNow, it’s obviously baffling to watch how Mr. Market has decided to discount BABA to such an extent as if the company has lost all its key sources of growth, when in fact there is still so much potential upside coming from its commerce segment, the new marketplace initiatives and its growing Ali Cloud segment, among others. The main realistic reason that we identified for the stock's underperformance would simply be regulatory risk. We think investors should acknowledge that this risk is very real and at times huge Chinese companies have found themselves to be subjected to extra scrutiny (which is nothing new in fact) by the Chinese government. What’s critical here is that the Chinese government seemingly has significant clout over the behavior and actions of their tech behemoths that at times may be largely unpredictable. The market certainly hates unpredictability and therefore they may have significantly discounted BABA as a result of that. If investors are not able to handle uncertainty with regard to potentially unpredictable regulatory actions and their aftermath, then BABA may not be appropriate for you. However, if you believe that this is just a blip in BABA’s long journey, then you would surely find BABA's valuations extremely attractive right now, coupled with a long term mindset.\nWrapping It All Up\nAlibaba has continued to deliver solid results that demonstrated the strong capability of the company to execute well. As the company continues to operate within a market with so many growth drivers that are expected to drive the company’s future growth, investors should find the current valuations highly attractive.","news_type":1,"symbols_score_info":{"BABA":0.9,"09988":0.9}},"isVote":1,"tweetType":1,"viewCount":2081,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":166360019,"gmtCreate":1623992050831,"gmtModify":1703825962012,"author":{"id":"3573989283625538","authorId":"3573989283625538","name":"tingshen96","avatar":"https://static.tigerbbs.com/86cb9fa98664959cf41a27e99f13b9f2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573989283625538","idStr":"3573989283625538"},"themes":[],"htmlText":"G","listText":"G","text":"G","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/166360019","repostId":"1168762020","repostType":4,"repost":{"id":"1168762020","kind":"news","pubTimestamp":1623988654,"share":"https://ttm.financial/m/news/1168762020?lang=en_US&edition=fundamental","pubTime":"2021-06-18 11:57","market":"us","language":"en","title":"ASML: The Market Could Be Underestimating Its Potential","url":"https://stock-news.laohu8.com/highlight/detail?id=1168762020","media":"seekingalpha","summary":"Summary\n\nThe Semiconductor sector is forecasted to grow at a CAGR of 8.6% through 2028.\nDUV lithogra","content":"<p><b>Summary</b></p>\n<ul>\n <li>The Semiconductor sector is forecasted to grow at a CAGR of 8.6% through 2028.</li>\n <li>DUV lithography is forecasted to grow at a CAGR of 8.4% through 2025 with EUV lithography forecasted to grow at a CAGR of 12% through 2027.</li>\n <li>ASML holds a monopoly within EUV and faces very limited competition within DUV, both platforms absolutely vital for the semiconductor manufacturing process.</li>\n <li>A true innovator, ASML commands an outstanding position and growth outlook but the stock market has long since recognized the potential.</li>\n <li>Existing shareholders do well for themselves in just enjoying the ride, but there is little margin of safety left for prospective shareholders who might dip their toes into the water through dollar-cost averaging to benefit from the strong tailwinds powering ASML.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/44b5f81c309842f14fe1adffe3d6c9ca\" tg-width=\"768\" tg-height=\"432\"><span>MACRO PHOTO/iStock via Getty ImagesInvestment Thesis</span></p>\n<p>ASML Holding (ASML) commands a market position like no one else with not a competitor in sight for its most advanced technological platform, EUV lithography. Similarly, it faces very limited competition within DUV, both platforms vital for semiconductor manufacturing. The household names within the semiconductor industry belong to the manufacturers, but the machinery providers, such as ASML, command very strong moats through extensive technological knowledge and strong process knowledge leaving all potential competitors years behind if they should ever try to compete.</p>\n<p>It's hard to think of a better competitive situation, especially when operating in a sector forecasted to grow well above general GDP for many years to come. However, the market has long since recognized ASML's outstanding potential and potential journey, but still, it could be underestimating the potential.</p>\n<p><b>Introduction</b></p>\n<p>I recently wrote an article concerning how youcan’t own too much semiconductor exposure. Having decomposed the value chain for semiconductor manufacturing, I received a number of questions concerning ASML in the comment sections and decided to conduct this follow-up. I’ve selected ASML due to its unique marketplace position and potential.</p>\n<p>Personally I have exposure to the manufacturing level of the semiconductor value chain through shares in both Texas Instruments Incorporated (TXN) and Broadcom Inc. (AVGO), but venturing further back into the value chain, and investors can be allowed to invest in a broader manner into the industry, as the suppliers of machinery and software obtain a broader exposure to most of the manufacturers making it immensely interesting as you can adopt the mantra of “I don’t really mind who wins, as long as they are racing”. As such, potential exposure upstream in the value chain carries great interest.</p>\n<p><b>The Marketplace and Value Drivers For Years To Come</b></p>\n<p>For ASML followers it’s no surprise at this point, but ASML is dominant within the product offering that will drive its revenue for the coming decade, EUV (Extreme ultraviolet lithography) technology. My personal take is that it is hard to find a company in a similarly advantageous competitive position anywhere in any industry. ASML provides equipment for lithography, the art of printing the chip features via light sources, in several light spectrums with its most advanced being EUV which is the next-gen to DUV (deep ultraviolet lithography). For DUV there are competitors albeit ASML has a massive market share above 85%. The difference between DUV and EUV is that EUV operates at a light wavelength almost 15 times smaller than DUV (13.5nm compared to 193nm).</p>\n<p>Actually, the semiconductor manufacturers for the leading edge chips such as 5nm and soon to be 3nm are deeply dependent on the EUV machinery. Without it, it simply wouldn’t be possible. That sounds like a pretty good bargain for those who can manufacture these machines, but there is only one company that is able to do it, and that is ASML. For every generation of new EUV machinery, its yield becomes better with higher throughput and reduced downtime issues, meaning that ASML is effectively lightyears ahead of anyone who would try to pick up the gauntlet and challenge their dominant position.</p>\n<p>This is an industry where everything is about process knowledge. Taiwan Semiconductor (TSM) is able to produce 5nm chips because it was able to produce 7nm, and it will be able to produce 3nm because it can produce 5nm and has done that a million times over which is also why it was so detrimental to Intel Corp (INTC) that it had to acknowledge its persistent issues with the 7nm technology.</p>\n<p>Quite simply, there is no 3nm if you can’t do the 5nm, as also discussed in my previous article. Same goes for ASML as a competitor would be years and years behind ASML if they entered the EUV space as they would struggle with the same issues that have plagued ASML in its early days of EUV more than a decade ago. I’ve included a number of illustrations from their most recent investor day which took place in November 2018, with the next one to take place in September 2021.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/edaa6b5a77f99726bbae61b032b9c208\" tg-width=\"640\" tg-height=\"359\"><span>ASML Investor Day 2018, EUV Products and Business Opportunity, p. 6.</span></p>\n<p>The picture above clearly illustrates the process knowledge having been picked up by ASML throughout its EUV lifetime. This has also translated into better EUV machinery for each new generation as also evident by its productivity improvements. Again, I can’t imagine a more favourable competitive situation for a company, given how much time and capital it would require for a competitor to adopt the EUV technology.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/85913766aea721e218e976e4f73349e5\" tg-width=\"640\" tg-height=\"362\"><span>ASML Investor Day 2018, EUV Products and Business Opportunity, p. 16.</span></p>\n<p>Semiconductor manufacturing is a cutthroat business with heavy R&amp;D spend (it took ASML €6 billion in R&amp;D spend to invent EUV) driving chip improvements according to Moore’s law, meaning that ASML is already working on the next-gen technology, referred to as High NA-EUV. High NA-EUV is still some time away, with the timeline below being slightly outdated, but its technology will significantly improve the EUV platform and power the industry beyond this decade. It takes time to develop the technology, improve yield and reduce downtime, but there is still plenty of opportunities for EUV in terms of marketplace expansion and margin improvement.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7709f0f76b1619a31b32fc3330134005\" tg-width=\"640\" tg-height=\"361\"><span>ASML Investor Day 2018, EUV Products and Business Opportunity, p. 21.</span></p>\n<p>ASML itself has laid out the expected path in terms of optimised margins through both add-ons facing the buyer side and upstream cost reductions facing their suppliers creating a sweet spot for the company effectively striving to achieve the same profitability profile as for its more mature DUV platform.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/809661531ad423f613fb44c26e0b3352\" tg-width=\"640\" tg-height=\"353\"><span>ASML Investor Day 2018, EUV Products and Business Opportunity, p. 25.</span></p>\n<p>If that wasn’t good enough, then add the fact that the semiconductor industry in general is expected to outpace general GDP for at least until 2028 with a CAGR of 8.6%. Recentcommunicationsby Taiwan Semiconductor, Intel and Samsung Electronics Company (OTC:SSNLF) shows the strength and growth potential for the sector with their combined CAPEX expectations going beyond $200 billion for the coming decade, with a significant chunk of that within the coming years.</p>\n<p>As can be seen in the illustration above, ASML expects increased customer value through upgrades, with their roadmap for DUV serving as an example in terms of how the revenue base could expand over the coming years for EUV as is the case for DUV via what the company has labelled installed base management.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d8ef7940a4b888c50159e5b9db4c0634\" tg-width=\"640\" tg-height=\"362\"><span>ASML Investor Day 2018, DUV Products and Business Opportunity, p. 10.</span></p>\n<p>There is of course always the possibility of a serious contender entering the marketplace in order to try and challenge ASML, but companies have tried to enter the space when the technology was in its infancy having given up, meaning the prime threat would be the emergence of a new lithography technology arriving and doing to EUV what EUV did to DUV. Possible sure, likely, not so much. Just to hammer down the point, I’ve inserted a paragraph from ASML’s own description of how lithography plays its role.</p>\n<blockquote>\n “\n <i>Lithography is a driving force in the creation of more powerful, faster and cheaper chips. The manufacturing of chips becomes increasingly complex as semiconductor feature sizes shrink, while the imperative to mass produce at the right cost remains. Our holistic lithography product portfolio helps to optimize production and enable affordable shrink by integrating lithography systems with computational modeling, as well as metrology and inspection solutions. A lithography system is essentially a projection system. Light is projected through a blueprint of the pattern that will be printed (known as a ‘mask’ or ‘reticle’). With the pattern encoded in the light, the system’s optics shrink and focus the pattern onto a photosensitive silicon wafer. After the pattern is printed, the system moves the wafer slightly and makes another copy on the wafer. This process is repeated until the wafer is covered in patterns, completing one layer of the wafer’s chips. To make an entire microchip, this process is repeated layer after layer, stacking the patterns to create an integrated circuit (IC). The simplest chips have around 10 layers, while the most complex can have over 150 layers. The size of the features to be printed varies depending on the layer, which means that different types of lithography systems are used for different layers – our latest-generation EUV systems for the most critical layers with the smallest features to ArF, KrF, and i-line DUV systems for less critical layers with larger features.</i>”\n <i>ASML Annual Report 2020, The Role Of Lithography, p. 12.</i>\n</blockquote>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fa32572971943844c4e71ddfc77559d6\" tg-width=\"640\" tg-height=\"547\"><span>ASML Annual Report 2020, The Role Of Lithography, p. 12.</span></p>\n<p>I believe most investors are familiar with confirmation bias, and if they aren’t, they should grab a book and educate themselves. Having read through this section, it can easily sound as if I as the author is suffering from confirmation bias given how strongly I’ve advocated for ASML’s position and competitive power. However, I’ve striven towards identifying situations that could severely impact ASML and being honest I can’t find it. There are of course the risks associated with geopolitical tension, which also showed itself in the stock price back in 2016, the risk of supply chain disruption as is currently transpiring across the industry and competition for talent. These are touched upon by the company itself in their annual report 2020 p. 21 and no industry comes without potential risks.</p>\n<p>So, to sum it all up:</p>\n<ul>\n <li>ASML has pioneered EUV lithography, with no competitors in sight</li>\n <li>EUV will enable the continuation of Moore’s Law and will drive long term value for ASML and its customers well into this decade</li>\n <li>The semiconductor sector forecasted to grow at CAGR of 8.6% through 2028, outpacing general GDP with ASML being a key supplier to the manufacturers (foundries)</li>\n <li>Strong industry CAPEX driving demand for ASML offerings</li>\n <li>The path forward for expanding EUV business in terms of installed base management, margins improvement and manufacturer dependency on EUV machinery for leading edge chips</li>\n <li>ASML is a crucial player for leading edge chip manufacturing</li>\n</ul>\n<p>Sounds pretty good to me.</p>\n<p>The Financial Performance and Development</p>\n<p>ASML is doing well for itself as evident by the illustration below.</p>\n<ul>\n <li>Strong revenue growth</li>\n <li>Strong margin expansion</li>\n <li>Strong improvement in free cash flow</li>\n <li>Impressive operational improvements strengthening its moat through increased R&amp;D spend and IP portfolio</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7900753b1857ac9ad6fc705b9baad563\" tg-width=\"640\" tg-height=\"414\"><span>Annual Report 2020, p 7.</span></p>\n<p>This was followed by a strong Q1-2021 performance with mouth-watering financials on both top and bottom line. However, for their Q2-2021 performance they are guiding for slightly lower revenue expansion at €4.1 billion with a gross margin of 49%, which is still above the long term average but closer to it. There is however no denying that the company is thriving in the current environment.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/60ea4dedde41a918bd9e1fd307a9531f\" tg-width=\"640\" tg-height=\"356\"><span>ASML 2021 First-Quarter, p. 14.</span></p>\n<p>An interesting detail is the development within the installed base management as illustrated earlier in the article. The company is delivering on its promise with a strong development within this segment growing 29% YoY from 2019 to 2020, well beyond the total growth of 18%.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c6966dcaf747d226d5de580187d4d3ad\" tg-width=\"640\" tg-height=\"357\"><span>ASML 2021 First-Quarter, p. 8.</span></p>\n<p>The more interesting question however is whether the market estimates are underestimating the potential for ASML. An immensely hard question, but if we give it a look, I personally at least see the possibility of that being the case.</p>\n<p>Are Analyst Consensus Estimates Under- or Over-Estimating ASML’s Potential?</p>\n<p>ASML is well-covered by analysts offering estimates all the way through 2028, but with coverage waning once we go beyond 2025 which is the last year covered by more than one analyst. The current estimates show a revenue CAGR development of 11.1% from 2020 to 2028, but if we remove 2021, which shows stellar growth, the CAGR is 6.5%.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9adf4cebbce28dc7433186b5bd0827e8\" tg-width=\"640\" tg-height=\"377\"><span>Author's Own Creation, Source Seeking Alpha.</span></p>\n<p>Remember the sector as a whole is forecasted to exhibit growth at a CAGR of 8.6% through 2028. These are all estimates which carry great uncertainty with no one able to reliably predict the future. However, it is worth noticing that revenue estimates for ASML are below the sector as a whole if the massive jump from 2020 to 2021 is left out of the equation. Average revenue growth from 2026 to 2028 is currently estimated to be 3.5%.</p>\n<p>Considering some of the arguments in favour of why ASML’s outlook could be even more positive:</p>\n<ul>\n <li>General semiconductor industry CAGR 2020-2028 forecasted at 8.6%.</li>\n <li>DUV CAGR 2020-2025forecastedat 8.4%, it is still ASML’s largest product category.</li>\n <li>EUV CAGR 2020-2027forecastedat 12%.</li>\n <li>ASML is a linchpin player to solve chip shortage through technology advancement and its machines define the performance of every electrical gadget we utilise in our daily lives.</li>\n <li>ASML shows progress in its plan to widen the ecosystem for its machinery through \"Installed Base Management\" increasing the total addressable market by upwards of double digits percentage as 2018 sales were 20% installed base management and 2025 estimate is 50%.</li>\n <li>ASML dominates the DUV immersion segment, the part of DUV with high margins as its two solecompetitorsin DUV, Nikon and Canon lack the means and capabilities.</li>\n <li>As the market transitions to EUV, the demand for DUV willfollowas the chip stacking process benefits from both systems through its manufacturing.</li>\n</ul>\n<p>This is without mentioning the potential price increases that could trickle down towards its customers as they could be fighting over ASML’s capacity due to its strong market position of 85% in DUV and monopoly within EUV while also bringing High NA-EUV to market by mid of this decade. Customers today pay roughly $130-150 million for EUV machines, while DUV machines come in at around $100 million. The largest hindrance to ASML overdelivering is its current capacity constraint in terms of ability to deliver EUV systems which is capped somewhere between 40 and 50 systems a year, with the company of course striving to expand that capacity constraint as demand builds up over the years. On the other hand, this could also be a driver for price increases as ASML strives to expand capacity.</p>\n<p>I will not try to construct an even bolder revenue guidance as it’s a cheap shot and frankly, no one has the capacity to accurately forecast if the current expectations will stand or whether they are too positive or negative. I just want to highlight that with everything going on and ASML’s market position in mind, I don’t consider it unreasonable that the company will do even better than currently anticipated.</p>\n<p><b>Valuation</b></p>\n<p>The stock price is an inch away from its 52-week high and has been on a tear since the beginning of 2020, really taking off since October 2020 from which it has doubled since.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/472c0e2f540c1d4ee2a7bbaec09379c0\" tg-width=\"635\" tg-height=\"453\"><span>Data by YCharts</span></p>\n<p>Market cap has exploded with all other parameters left in its wake having seen a significant expansion in price-earnings ratio despite a strong improvement in EPS and revenue. The stock market has long since recognised the story and potential of ASML with the Wall Street analyst target currently at $722 per share. Fair to say, there is no margin of safety if the analysts are correct in the predictions. Interestingly, out of the 30 analysts offering a price target, the percentage who are very bullish hasn’t been higher since 2016 with 56% stating a very bullish opinion. There is a mental exercise in staying cautious in terms of believing in such statements, not least because the stock has only known one direction for the last couple of years – upwards.</p>\n<p>The significance of the expansion in typical ratios is evident when considered over a five-year horizon as shown below. Both P/E and P/S have expanded massively standing at 55 and 15.7 respectively. However, the company is in a very different place compared to three years ago.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c691d4662a793b5de150add67a3a4e11\" tg-width=\"635\" tg-height=\"419\"><span>Data by YCharts</span></p>\n<p>Revenue is growing significantly faster than previously with gross margin and free cash flow also having improved. Due to this positive development, ASML is also returning plenty of capital to its shareholders with a share buyback program of €10 billion for 2021, which unfortunately only translates to a reduction of 0.5% of the current float.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7341584d3ba7b1db51e1eef3c4bdaccd\" tg-width=\"635\" tg-height=\"436\"><span>Data by YCharts</span></p>\n<p>The strong belief in ASML going forward is also clearly illustrated by the estimates for the coming years, which throughout the most recent years has been steadily climbing due to the company’s strong portfolio and market dominance.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b262aeeb8d75114dbc3e45bf9464c830\" tg-width=\"635\" tg-height=\"419\"><span>Data by YCharts</span></p>\n<p>With all that said, I believe that current shareholders do well for themselves in holding on to their existing shares as this company has a great outlook. I’ve had my eyes on ASML for the last year, and I’m extremely sad to say I never got around to looking into it properly, but only looked it at from afar and concluded that the stock might be due for a good pullback at one point. Little did I know.</p>\n<p>As Peter Lynch famously said, “Far more money has been lost by investors preparing for corrections, or trying to anticipate corrections, than has been lost in corrections themselves,” as would also be true for someone like me who didn’t act in time. I’m still massively fascinated by ASML’s outlook and potential journey, but at the current price, I remain hesitant about the prospects and the lack of margin of safety.</p>\n<p>There is a lot of potential for ASML to grow into its valuation, and if one is to add that current levels, I’d say dollar-cost averaging is a prudent strategy for the current price, while reserving the possibility to back up the truck for a full load if we see a pullback before end of 2021.</p>\n<p>As can be seen below, it is not uncommon for ASML to experience a 10% setback once or twice a year.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ad90b51964870f5475b596fe16f63317\" tg-width=\"635\" tg-height=\"403\"><span>Data by YCharts</span></p>\n<p><b>Conclusion</b></p>\n<p>ASML is dominant within its two main offerings, the DUV and EUV lithography. Its market is backed by incredibly strong tailwinds as all our gadgets, electrical cars, 5G, datacentres, cloud servers, etc. are heavily reliant on the technology platform offered by ASML. A true innovator with no real competition in sight, feeding machinery and tools to an industry expected to grow at CAGR 8.6% through 2028 with potentially even stronger growth for both its DUV and EUV platforms while also expecting margin expansion.</p>\n<p>There is little evil to be said about ASML, but unfortunately, the stock market has long since recognised its amazing story and potential. With such a strong outlook in sight, existing shareholders do well for themselves in holding onto their shares and just enjoy the journey ahead, but for the prospective shareholders, there appears to be a little margin of safety with the market cap having expanded significantly recently and the stock trading just an inch shy of its 52 week high.</p>\n<p>As Peter Lynch said, “Far more money has been lost by investors preparing for corrections, or trying to anticipate corrections, than has been lost in corrections themselves.” The exact fallacy I’ve fallen victim to as I’ve looked at ASML from afar for quite a while. Despite the recent expansion in market cap and multiples, there could be made a case for current estimates underestimating ASML’s true potential, but any forecast extending 5-10 years into the future comes with extreme uncertainty and guesstimation. As I’ve shown, ASML’s share price is prone to setbacks once or twice a year allowing dollar-cost averaging to serve as a method to acquire exposure to the company slowly building a position along the way.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>ASML: The Market Could Be Underestimating Its Potential</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\">\nASML: The Market Could Be Underestimating Its Potential\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-18 11:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4435422-asml-market-could-be-underestimating-its-potential><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nThe Semiconductor sector is forecasted to grow at a CAGR of 8.6% through 2028.\nDUV lithography is forecasted to grow at a CAGR of 8.4% through 2025 with EUV lithography forecasted to grow at ...</p>\n\n<a href=\"https://seekingalpha.com/article/4435422-asml-market-could-be-underestimating-its-potential\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ASML":"阿斯麦"},"source_url":"https://seekingalpha.com/article/4435422-asml-market-could-be-underestimating-its-potential","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168762020","content_text":"Summary\n\nThe Semiconductor sector is forecasted to grow at a CAGR of 8.6% through 2028.\nDUV lithography is forecasted to grow at a CAGR of 8.4% through 2025 with EUV lithography forecasted to grow at a CAGR of 12% through 2027.\nASML holds a monopoly within EUV and faces very limited competition within DUV, both platforms absolutely vital for the semiconductor manufacturing process.\nA true innovator, ASML commands an outstanding position and growth outlook but the stock market has long since recognized the potential.\nExisting shareholders do well for themselves in just enjoying the ride, but there is little margin of safety left for prospective shareholders who might dip their toes into the water through dollar-cost averaging to benefit from the strong tailwinds powering ASML.\n\nMACRO PHOTO/iStock via Getty ImagesInvestment Thesis\nASML Holding (ASML) commands a market position like no one else with not a competitor in sight for its most advanced technological platform, EUV lithography. Similarly, it faces very limited competition within DUV, both platforms vital for semiconductor manufacturing. The household names within the semiconductor industry belong to the manufacturers, but the machinery providers, such as ASML, command very strong moats through extensive technological knowledge and strong process knowledge leaving all potential competitors years behind if they should ever try to compete.\nIt's hard to think of a better competitive situation, especially when operating in a sector forecasted to grow well above general GDP for many years to come. However, the market has long since recognized ASML's outstanding potential and potential journey, but still, it could be underestimating the potential.\nIntroduction\nI recently wrote an article concerning how youcan’t own too much semiconductor exposure. Having decomposed the value chain for semiconductor manufacturing, I received a number of questions concerning ASML in the comment sections and decided to conduct this follow-up. I’ve selected ASML due to its unique marketplace position and potential.\nPersonally I have exposure to the manufacturing level of the semiconductor value chain through shares in both Texas Instruments Incorporated (TXN) and Broadcom Inc. (AVGO), but venturing further back into the value chain, and investors can be allowed to invest in a broader manner into the industry, as the suppliers of machinery and software obtain a broader exposure to most of the manufacturers making it immensely interesting as you can adopt the mantra of “I don’t really mind who wins, as long as they are racing”. As such, potential exposure upstream in the value chain carries great interest.\nThe Marketplace and Value Drivers For Years To Come\nFor ASML followers it’s no surprise at this point, but ASML is dominant within the product offering that will drive its revenue for the coming decade, EUV (Extreme ultraviolet lithography) technology. My personal take is that it is hard to find a company in a similarly advantageous competitive position anywhere in any industry. ASML provides equipment for lithography, the art of printing the chip features via light sources, in several light spectrums with its most advanced being EUV which is the next-gen to DUV (deep ultraviolet lithography). For DUV there are competitors albeit ASML has a massive market share above 85%. The difference between DUV and EUV is that EUV operates at a light wavelength almost 15 times smaller than DUV (13.5nm compared to 193nm).\nActually, the semiconductor manufacturers for the leading edge chips such as 5nm and soon to be 3nm are deeply dependent on the EUV machinery. Without it, it simply wouldn’t be possible. That sounds like a pretty good bargain for those who can manufacture these machines, but there is only one company that is able to do it, and that is ASML. For every generation of new EUV machinery, its yield becomes better with higher throughput and reduced downtime issues, meaning that ASML is effectively lightyears ahead of anyone who would try to pick up the gauntlet and challenge their dominant position.\nThis is an industry where everything is about process knowledge. Taiwan Semiconductor (TSM) is able to produce 5nm chips because it was able to produce 7nm, and it will be able to produce 3nm because it can produce 5nm and has done that a million times over which is also why it was so detrimental to Intel Corp (INTC) that it had to acknowledge its persistent issues with the 7nm technology.\nQuite simply, there is no 3nm if you can’t do the 5nm, as also discussed in my previous article. Same goes for ASML as a competitor would be years and years behind ASML if they entered the EUV space as they would struggle with the same issues that have plagued ASML in its early days of EUV more than a decade ago. I’ve included a number of illustrations from their most recent investor day which took place in November 2018, with the next one to take place in September 2021.\nASML Investor Day 2018, EUV Products and Business Opportunity, p. 6.\nThe picture above clearly illustrates the process knowledge having been picked up by ASML throughout its EUV lifetime. This has also translated into better EUV machinery for each new generation as also evident by its productivity improvements. Again, I can’t imagine a more favourable competitive situation for a company, given how much time and capital it would require for a competitor to adopt the EUV technology.\nASML Investor Day 2018, EUV Products and Business Opportunity, p. 16.\nSemiconductor manufacturing is a cutthroat business with heavy R&D spend (it took ASML €6 billion in R&D spend to invent EUV) driving chip improvements according to Moore’s law, meaning that ASML is already working on the next-gen technology, referred to as High NA-EUV. High NA-EUV is still some time away, with the timeline below being slightly outdated, but its technology will significantly improve the EUV platform and power the industry beyond this decade. It takes time to develop the technology, improve yield and reduce downtime, but there is still plenty of opportunities for EUV in terms of marketplace expansion and margin improvement.\nASML Investor Day 2018, EUV Products and Business Opportunity, p. 21.\nASML itself has laid out the expected path in terms of optimised margins through both add-ons facing the buyer side and upstream cost reductions facing their suppliers creating a sweet spot for the company effectively striving to achieve the same profitability profile as for its more mature DUV platform.\nASML Investor Day 2018, EUV Products and Business Opportunity, p. 25.\nIf that wasn’t good enough, then add the fact that the semiconductor industry in general is expected to outpace general GDP for at least until 2028 with a CAGR of 8.6%. Recentcommunicationsby Taiwan Semiconductor, Intel and Samsung Electronics Company (OTC:SSNLF) shows the strength and growth potential for the sector with their combined CAPEX expectations going beyond $200 billion for the coming decade, with a significant chunk of that within the coming years.\nAs can be seen in the illustration above, ASML expects increased customer value through upgrades, with their roadmap for DUV serving as an example in terms of how the revenue base could expand over the coming years for EUV as is the case for DUV via what the company has labelled installed base management.\nASML Investor Day 2018, DUV Products and Business Opportunity, p. 10.\nThere is of course always the possibility of a serious contender entering the marketplace in order to try and challenge ASML, but companies have tried to enter the space when the technology was in its infancy having given up, meaning the prime threat would be the emergence of a new lithography technology arriving and doing to EUV what EUV did to DUV. Possible sure, likely, not so much. Just to hammer down the point, I’ve inserted a paragraph from ASML’s own description of how lithography plays its role.\n\n “\n Lithography is a driving force in the creation of more powerful, faster and cheaper chips. The manufacturing of chips becomes increasingly complex as semiconductor feature sizes shrink, while the imperative to mass produce at the right cost remains. Our holistic lithography product portfolio helps to optimize production and enable affordable shrink by integrating lithography systems with computational modeling, as well as metrology and inspection solutions. A lithography system is essentially a projection system. Light is projected through a blueprint of the pattern that will be printed (known as a ‘mask’ or ‘reticle’). With the pattern encoded in the light, the system’s optics shrink and focus the pattern onto a photosensitive silicon wafer. After the pattern is printed, the system moves the wafer slightly and makes another copy on the wafer. This process is repeated until the wafer is covered in patterns, completing one layer of the wafer’s chips. To make an entire microchip, this process is repeated layer after layer, stacking the patterns to create an integrated circuit (IC). The simplest chips have around 10 layers, while the most complex can have over 150 layers. The size of the features to be printed varies depending on the layer, which means that different types of lithography systems are used for different layers – our latest-generation EUV systems for the most critical layers with the smallest features to ArF, KrF, and i-line DUV systems for less critical layers with larger features.”\n ASML Annual Report 2020, The Role Of Lithography, p. 12.\n\nASML Annual Report 2020, The Role Of Lithography, p. 12.\nI believe most investors are familiar with confirmation bias, and if they aren’t, they should grab a book and educate themselves. Having read through this section, it can easily sound as if I as the author is suffering from confirmation bias given how strongly I’ve advocated for ASML’s position and competitive power. However, I’ve striven towards identifying situations that could severely impact ASML and being honest I can’t find it. There are of course the risks associated with geopolitical tension, which also showed itself in the stock price back in 2016, the risk of supply chain disruption as is currently transpiring across the industry and competition for talent. These are touched upon by the company itself in their annual report 2020 p. 21 and no industry comes without potential risks.\nSo, to sum it all up:\n\nASML has pioneered EUV lithography, with no competitors in sight\nEUV will enable the continuation of Moore’s Law and will drive long term value for ASML and its customers well into this decade\nThe semiconductor sector forecasted to grow at CAGR of 8.6% through 2028, outpacing general GDP with ASML being a key supplier to the manufacturers (foundries)\nStrong industry CAPEX driving demand for ASML offerings\nThe path forward for expanding EUV business in terms of installed base management, margins improvement and manufacturer dependency on EUV machinery for leading edge chips\nASML is a crucial player for leading edge chip manufacturing\n\nSounds pretty good to me.\nThe Financial Performance and Development\nASML is doing well for itself as evident by the illustration below.\n\nStrong revenue growth\nStrong margin expansion\nStrong improvement in free cash flow\nImpressive operational improvements strengthening its moat through increased R&D spend and IP portfolio\n\nAnnual Report 2020, p 7.\nThis was followed by a strong Q1-2021 performance with mouth-watering financials on both top and bottom line. However, for their Q2-2021 performance they are guiding for slightly lower revenue expansion at €4.1 billion with a gross margin of 49%, which is still above the long term average but closer to it. There is however no denying that the company is thriving in the current environment.\nASML 2021 First-Quarter, p. 14.\nAn interesting detail is the development within the installed base management as illustrated earlier in the article. The company is delivering on its promise with a strong development within this segment growing 29% YoY from 2019 to 2020, well beyond the total growth of 18%.\nASML 2021 First-Quarter, p. 8.\nThe more interesting question however is whether the market estimates are underestimating the potential for ASML. An immensely hard question, but if we give it a look, I personally at least see the possibility of that being the case.\nAre Analyst Consensus Estimates Under- or Over-Estimating ASML’s Potential?\nASML is well-covered by analysts offering estimates all the way through 2028, but with coverage waning once we go beyond 2025 which is the last year covered by more than one analyst. The current estimates show a revenue CAGR development of 11.1% from 2020 to 2028, but if we remove 2021, which shows stellar growth, the CAGR is 6.5%.\nAuthor's Own Creation, Source Seeking Alpha.\nRemember the sector as a whole is forecasted to exhibit growth at a CAGR of 8.6% through 2028. These are all estimates which carry great uncertainty with no one able to reliably predict the future. However, it is worth noticing that revenue estimates for ASML are below the sector as a whole if the massive jump from 2020 to 2021 is left out of the equation. Average revenue growth from 2026 to 2028 is currently estimated to be 3.5%.\nConsidering some of the arguments in favour of why ASML’s outlook could be even more positive:\n\nGeneral semiconductor industry CAGR 2020-2028 forecasted at 8.6%.\nDUV CAGR 2020-2025forecastedat 8.4%, it is still ASML’s largest product category.\nEUV CAGR 2020-2027forecastedat 12%.\nASML is a linchpin player to solve chip shortage through technology advancement and its machines define the performance of every electrical gadget we utilise in our daily lives.\nASML shows progress in its plan to widen the ecosystem for its machinery through \"Installed Base Management\" increasing the total addressable market by upwards of double digits percentage as 2018 sales were 20% installed base management and 2025 estimate is 50%.\nASML dominates the DUV immersion segment, the part of DUV with high margins as its two solecompetitorsin DUV, Nikon and Canon lack the means and capabilities.\nAs the market transitions to EUV, the demand for DUV willfollowas the chip stacking process benefits from both systems through its manufacturing.\n\nThis is without mentioning the potential price increases that could trickle down towards its customers as they could be fighting over ASML’s capacity due to its strong market position of 85% in DUV and monopoly within EUV while also bringing High NA-EUV to market by mid of this decade. Customers today pay roughly $130-150 million for EUV machines, while DUV machines come in at around $100 million. The largest hindrance to ASML overdelivering is its current capacity constraint in terms of ability to deliver EUV systems which is capped somewhere between 40 and 50 systems a year, with the company of course striving to expand that capacity constraint as demand builds up over the years. On the other hand, this could also be a driver for price increases as ASML strives to expand capacity.\nI will not try to construct an even bolder revenue guidance as it’s a cheap shot and frankly, no one has the capacity to accurately forecast if the current expectations will stand or whether they are too positive or negative. I just want to highlight that with everything going on and ASML’s market position in mind, I don’t consider it unreasonable that the company will do even better than currently anticipated.\nValuation\nThe stock price is an inch away from its 52-week high and has been on a tear since the beginning of 2020, really taking off since October 2020 from which it has doubled since.\nData by YCharts\nMarket cap has exploded with all other parameters left in its wake having seen a significant expansion in price-earnings ratio despite a strong improvement in EPS and revenue. The stock market has long since recognised the story and potential of ASML with the Wall Street analyst target currently at $722 per share. Fair to say, there is no margin of safety if the analysts are correct in the predictions. Interestingly, out of the 30 analysts offering a price target, the percentage who are very bullish hasn’t been higher since 2016 with 56% stating a very bullish opinion. There is a mental exercise in staying cautious in terms of believing in such statements, not least because the stock has only known one direction for the last couple of years – upwards.\nThe significance of the expansion in typical ratios is evident when considered over a five-year horizon as shown below. Both P/E and P/S have expanded massively standing at 55 and 15.7 respectively. However, the company is in a very different place compared to three years ago.\nData by YCharts\nRevenue is growing significantly faster than previously with gross margin and free cash flow also having improved. Due to this positive development, ASML is also returning plenty of capital to its shareholders with a share buyback program of €10 billion for 2021, which unfortunately only translates to a reduction of 0.5% of the current float.\nData by YCharts\nThe strong belief in ASML going forward is also clearly illustrated by the estimates for the coming years, which throughout the most recent years has been steadily climbing due to the company’s strong portfolio and market dominance.\nData by YCharts\nWith all that said, I believe that current shareholders do well for themselves in holding on to their existing shares as this company has a great outlook. I’ve had my eyes on ASML for the last year, and I’m extremely sad to say I never got around to looking into it properly, but only looked it at from afar and concluded that the stock might be due for a good pullback at one point. Little did I know.\nAs Peter Lynch famously said, “Far more money has been lost by investors preparing for corrections, or trying to anticipate corrections, than has been lost in corrections themselves,” as would also be true for someone like me who didn’t act in time. I’m still massively fascinated by ASML’s outlook and potential journey, but at the current price, I remain hesitant about the prospects and the lack of margin of safety.\nThere is a lot of potential for ASML to grow into its valuation, and if one is to add that current levels, I’d say dollar-cost averaging is a prudent strategy for the current price, while reserving the possibility to back up the truck for a full load if we see a pullback before end of 2021.\nAs can be seen below, it is not uncommon for ASML to experience a 10% setback once or twice a year.\nData by YCharts\nConclusion\nASML is dominant within its two main offerings, the DUV and EUV lithography. Its market is backed by incredibly strong tailwinds as all our gadgets, electrical cars, 5G, datacentres, cloud servers, etc. are heavily reliant on the technology platform offered by ASML. A true innovator with no real competition in sight, feeding machinery and tools to an industry expected to grow at CAGR 8.6% through 2028 with potentially even stronger growth for both its DUV and EUV platforms while also expecting margin expansion.\nThere is little evil to be said about ASML, but unfortunately, the stock market has long since recognised its amazing story and potential. With such a strong outlook in sight, existing shareholders do well for themselves in holding onto their shares and just enjoy the journey ahead, but for the prospective shareholders, there appears to be a little margin of safety with the market cap having expanded significantly recently and the stock trading just an inch shy of its 52 week high.\nAs Peter Lynch said, “Far more money has been lost by investors preparing for corrections, or trying to anticipate corrections, than has been lost in corrections themselves.” The exact fallacy I’ve fallen victim to as I’ve looked at ASML from afar for quite a while. Despite the recent expansion in market cap and multiples, there could be made a case for current estimates underestimating ASML’s true potential, but any forecast extending 5-10 years into the future comes with extreme uncertainty and guesstimation. As I’ve shown, ASML’s share price is prone to setbacks once or twice a year allowing dollar-cost averaging to serve as a method to acquire exposure to the company slowly building a position along the way.","news_type":1,"symbols_score_info":{"ASML":0.9}},"isVote":1,"tweetType":1,"viewCount":2835,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":163151987,"gmtCreate":1623863968249,"gmtModify":1703821967700,"author":{"id":"3573989283625538","authorId":"3573989283625538","name":"tingshen96","avatar":"https://static.tigerbbs.com/86cb9fa98664959cf41a27e99f13b9f2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573989283625538","idStr":"3573989283625538"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/163151987","repostId":"1109608534","repostType":4,"repost":{"id":"1109608534","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":1623852639,"share":"https://ttm.financial/m/news/1109608534?lang=en_US&edition=fundamental","pubTime":"2021-06-16 22:10","market":"us","language":"en","title":"Cruise Stocks Gain As Wolfe Upgrades On Improving Demand","url":"https://stock-news.laohu8.com/highlight/detail?id=1109608534","media":"Tiger Newspress","summary":"Shares of the largest cruise operators, namely Royal Caribbean, Norwegian Cruise Line and Carnival, ","content":"<p>Shares of the largest cruise operators, namely Royal Caribbean, Norwegian Cruise Line&nbsp;and Carnival, were up in&nbsp;moring&nbsp;trading on an upgrade by Wolfe Research.</p>\n<p>Early signs of customer demand for the return of vacations at sea should make investors more bullish on cruise stocks, according to Wolfe Research.</p>\n<p>The cruise industry was one of the hardest hit by the pandemic, with voyages being stopped around the world, but with widespread vaccinations in the U.S., the major companies have plans toresume American operations over the summer.</p>\n<p>Analyst Greg Badishkanian upgraded&nbsp;Carnival,Royal Caribbean&nbsp;and&nbsp;Norwegian Cruise Line Holdingsto outperform from peer perform, saying in a note to clients on Wednesday that early indications pointed to a strong restart for the industry.</p>\n<p>“Our checks suggest improving booking / pricing trends out of North America over the past month, with stronger trends over the past week. While there is some lingering uncertainty surrounding the U.S. restart (CDC / Florida, etc.), we view those unknowns as largely transitory when viewed against the broader reopening backdrop,” the note said.</p>\n<p>Bookings and demand are running ahead of pre-pandemic levels, according to Wolfe.</p>\n<p>“Cumulative 2022 bookings are now up approx. +10% to +15% versus 2019 levels with signs of improving 1Q demand (especially in January). Pricing is up in the +15% to 25% range vs. 2019 before factoring in [future cruise credits],” the note said.</p>\n<p>Wolfe has price targets of $32 per share for Carnival, $96 for Royal Caribbean and $36 for Norwegian. Those represent upside of roughly 12%, 8% and 17%, respectively.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Cruise Stocks Gain As Wolfe Upgrades On Improving Demand</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\">\nCruise Stocks Gain As Wolfe Upgrades On Improving Demand\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-06-16 22:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Shares of the largest cruise operators, namely Royal Caribbean, Norwegian Cruise Line&nbsp;and Carnival, were up in&nbsp;moring&nbsp;trading on an upgrade by Wolfe Research.</p>\n<p>Early signs of customer demand for the return of vacations at sea should make investors more bullish on cruise stocks, according to Wolfe Research.</p>\n<p>The cruise industry was one of the hardest hit by the pandemic, with voyages being stopped around the world, but with widespread vaccinations in the U.S., the major companies have plans toresume American operations over the summer.</p>\n<p>Analyst Greg Badishkanian upgraded&nbsp;Carnival,Royal Caribbean&nbsp;and&nbsp;Norwegian Cruise Line Holdingsto outperform from peer perform, saying in a note to clients on Wednesday that early indications pointed to a strong restart for the industry.</p>\n<p>“Our checks suggest improving booking / pricing trends out of North America over the past month, with stronger trends over the past week. While there is some lingering uncertainty surrounding the U.S. restart (CDC / Florida, etc.), we view those unknowns as largely transitory when viewed against the broader reopening backdrop,” the note said.</p>\n<p>Bookings and demand are running ahead of pre-pandemic levels, according to Wolfe.</p>\n<p>“Cumulative 2022 bookings are now up approx. +10% to +15% versus 2019 levels with signs of improving 1Q demand (especially in January). Pricing is up in the +15% to 25% range vs. 2019 before factoring in [future cruise credits],” the note said.</p>\n<p>Wolfe has price targets of $32 per share for Carnival, $96 for Royal Caribbean and $36 for Norwegian. Those represent upside of roughly 12%, 8% and 17%, respectively.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CCL":"嘉年华邮轮","RCL":"皇家加勒比邮轮","NCLH":"挪威邮轮"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109608534","content_text":"Shares of the largest cruise operators, namely Royal Caribbean, Norwegian Cruise Line and Carnival, were up in moring trading on an upgrade by Wolfe Research.\nEarly signs of customer demand for the return of vacations at sea should make investors more bullish on cruise stocks, according to Wolfe Research.\nThe cruise industry was one of the hardest hit by the pandemic, with voyages being stopped around the world, but with widespread vaccinations in the U.S., the major companies have plans toresume American operations over the summer.\nAnalyst Greg Badishkanian upgraded Carnival,Royal Caribbean and Norwegian Cruise Line Holdingsto outperform from peer perform, saying in a note to clients on Wednesday that early indications pointed to a strong restart for the industry.\n“Our checks suggest improving booking / pricing trends out of North America over the past month, with stronger trends over the past week. While there is some lingering uncertainty surrounding the U.S. restart (CDC / Florida, etc.), we view those unknowns as largely transitory when viewed against the broader reopening backdrop,” the note said.\nBookings and demand are running ahead of pre-pandemic levels, according to Wolfe.\n“Cumulative 2022 bookings are now up approx. +10% to +15% versus 2019 levels with signs of improving 1Q demand (especially in January). Pricing is up in the +15% to 25% range vs. 2019 before factoring in [future cruise credits],” the note said.\nWolfe has price targets of $32 per share for Carnival, $96 for Royal Caribbean and $36 for Norwegian. Those represent upside of roughly 12%, 8% and 17%, respectively.","news_type":1,"symbols_score_info":{"CCL":0.9,"RCL":0.9,"NCLH":0.9}},"isVote":1,"tweetType":1,"viewCount":2308,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":163126299,"gmtCreate":1623863619011,"gmtModify":1703821959020,"author":{"id":"3573989283625538","authorId":"3573989283625538","name":"tingshen96","avatar":"https://static.tigerbbs.com/86cb9fa98664959cf41a27e99f13b9f2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573989283625538","idStr":"3573989283625538"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share 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2021 CEO TO MEDIAN EMPLOYEE PAY RATIO WAS 89:1</p><p>Source text for Eikon: [ Further company coverage:   </p><p> ((Reuters.Briefs@thomsonreuters.com;))</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>BRIEF-Nvidia Corp Says CEO Jen-Hsun Huang's 2021 Total Compensation Was $19.3 Million Versus $11.5 Million In 2020– SEC Filing</title>\n<style 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04:46</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>April 23 (Reuters) - NVIDIA Corp   :</p><p>   * NVIDIA CORP SAYS CEO JEN-HSUN HUANG'S 2021 TOTAL COMPENSATION WAS $19.3 MILLION VERSUS $11.5 MILLION IN 2020– SEC FILING</p><p>   * NVIDIA CORP - FISCAL 2021 CEO TO MEDIAN EMPLOYEE PAY RATIO WAS 89:1</p><p>Source text for Eikon: [ Further company coverage:   </p><p> ((Reuters.Briefs@thomsonreuters.com;))</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSS":"Total System Services","NVDA":"英伟达"},"source_url":"http://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2129424365","content_text":"April 23 (Reuters) - NVIDIA Corp   :   * NVIDIA CORP SAYS CEO JEN-HSUN HUANG'S 2021 TOTAL COMPENSATION WAS $19.3 MILLION VERSUS $11.5 MILLION IN 2020– SEC FILING   * NVIDIA CORP - FISCAL 2021 CEO TO MEDIAN EMPLOYEE PAY RATIO WAS 89:1Source text for Eikon: [ Further company coverage:    ((Reuters.Briefs@thomsonreuters.com;))","news_type":1,"symbols_score_info":{"TSS":1,"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":831,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":370033255,"gmtCreate":1618535098377,"gmtModify":1704712326146,"author":{"id":"3573989283625538","authorId":"3573989283625538","name":"tingshen96","avatar":"https://static.tigerbbs.com/86cb9fa98664959cf41a27e99f13b9f2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573989283625538","idStr":"3573989283625538"},"themes":[],"htmlText":"H","listText":"H","text":"H","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/370033255","repostId":"2127843638","repostType":2,"repost":{"id":"2127843638","kind":"news","weMediaInfo":{"introduction":"Reuters.com 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later prompted a hearing in U.S. Congress.</p>\n<p>Einhorn, who runs hedge fund Greenlight Capital, also said U.S. lawmakers seeking answers to how day traders were able to wrest control of GameStop's share price from established hedge funds should probe regulators instead of investors.</p>\n<p>Amateur investors organized on social media sites such as Reddit staged a stubborn buying spree three months ago, winning out over Wall Street hedge funds that had shorted GameStop's shares or bet that the price would fall.</p>\n<p>The wild price swings caused heavy losses for hedge fund Melvin Capital, among others. U.S. lawmakers reacted by organizing a U.S. House of Representatives hearing in February where they quizzed hedge funds, a day trader and the chief of the online trading app Robinhood.</p>\n<p>Einhorn on Thursday blamed Palihapitiya and Tesla Inc's(TSLA.O)CEO, Musk, for throwing what he called \"jet fuel on the GME squeeze.\" His comments appeared in a quarterly letter to Greenlight Capital investors which was seen by Reuters.</p>\n<p>Representatives for Palihapitiya and Musk did not immediately respond to requests for comment.</p>\n<p>Einhorn said it is appropriate for investors to discuss stocks.</p>\n<p>\"Investors discussing why they think GameStop (or any other stock) should go up or down ought to be encouraged,\" he wrote. \"There is no reason to drag anyone before Congress for making a stock pick.\"</p>\n<p>Einhorn said Palihapitiya, who appeared on TV in late January and dismissed criticism of day traders, might have been trying to harm Robinhood because it competes with fintech startup SoFi, which was backed by Palihapitiya.</p>\n<p>And Musk, whose Tesla shares Einhorn has long bet against, waded in to the drama by tweeting \"Gamestonk!!\" and adding a link to the Reddit forum where day traders were discussing GameStop.</p>\n<p>\"If regulators wanted Elon Musk to stop manipulating stocks, they should have done so with more than a light slap on the wrist when they accused him of manipulating Tesla's shares in 2018,\" Einhorn wrote.</p>\n<p>Einhorn said if lawmakers wanted to understand \"why GameStop did what it did ... it would be better to call to account the absentee regulators and their philosophical backers.\"</p>\n<p>He told investors that his Greenlight Capital Funds were essentially flat in the first quarter, inching down 0.1%, while the S&amp;P500 index&nbsp;gained 6.2%</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Investor Einhorn says Palihapitiya, Musk poured 'jet fuel' on GameStop</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; 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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\">\nInvestor Einhorn says Palihapitiya, Musk poured 'jet fuel' on GameStop\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-04-16 08:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>BOSTON (Reuters) - Investor David Einhorn said on Thursday that prominent venture capitalist Chamath Palihapitiya and entrepreneur Elon Musk threw \"jet fuel\" on the GameStop Corp(GME.N)trading frenzy in January when the video retailer's shares rose by 2,000% and later prompted a hearing in U.S. Congress.</p>\n<p>Einhorn, who runs hedge fund Greenlight Capital, also said U.S. lawmakers seeking answers to how day traders were able to wrest control of GameStop's share price from established hedge funds should probe regulators instead of investors.</p>\n<p>Amateur investors organized on social media sites such as Reddit staged a stubborn buying spree three months ago, winning out over Wall Street hedge funds that had shorted GameStop's shares or bet that the price would fall.</p>\n<p>The wild price swings caused heavy losses for hedge fund Melvin Capital, among others. U.S. lawmakers reacted by organizing a U.S. House of Representatives hearing in February where they quizzed hedge funds, a day trader and the chief of the online trading app Robinhood.</p>\n<p>Einhorn on Thursday blamed Palihapitiya and Tesla Inc's(TSLA.O)CEO, Musk, for throwing what he called \"jet fuel on the GME squeeze.\" His comments appeared in a quarterly letter to Greenlight Capital investors which was seen by Reuters.</p>\n<p>Representatives for Palihapitiya and Musk did not immediately respond to requests for comment.</p>\n<p>Einhorn said it is appropriate for investors to discuss stocks.</p>\n<p>\"Investors discussing why they think GameStop (or any other stock) should go up or down ought to be encouraged,\" he wrote. \"There is no reason to drag anyone before Congress for making a stock pick.\"</p>\n<p>Einhorn said Palihapitiya, who appeared on TV in late January and dismissed criticism of day traders, might have been trying to harm Robinhood because it competes with fintech startup SoFi, which was backed by Palihapitiya.</p>\n<p>And Musk, whose Tesla shares Einhorn has long bet against, waded in to the drama by tweeting \"Gamestonk!!\" and adding a link to the Reddit forum where day traders were discussing GameStop.</p>\n<p>\"If regulators wanted Elon Musk to stop manipulating stocks, they should have done so with more than a light slap on the wrist when they accused him of manipulating Tesla's shares in 2018,\" Einhorn wrote.</p>\n<p>Einhorn said if lawmakers wanted to understand \"why GameStop did what it did ... it would be better to call to account the absentee regulators and their philosophical backers.\"</p>\n<p>He told investors that his Greenlight Capital Funds were essentially flat in the first quarter, inching down 0.1%, while the S&amp;P500 index&nbsp;gained 6.2%</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","GME":"游戏驿站"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2127843638","content_text":"BOSTON (Reuters) - Investor David Einhorn said on Thursday that prominent venture capitalist Chamath Palihapitiya and entrepreneur Elon Musk threw \"jet fuel\" on the GameStop Corp(GME.N)trading frenzy in January when the video retailer's shares rose by 2,000% and later prompted a hearing in U.S. Congress.\nEinhorn, who runs hedge fund Greenlight Capital, also said U.S. lawmakers seeking answers to how day traders were able to wrest control of GameStop's share price from established hedge funds should probe regulators instead of investors.\nAmateur investors organized on social media sites such as Reddit staged a stubborn buying spree three months ago, winning out over Wall Street hedge funds that had shorted GameStop's shares or bet that the price would fall.\nThe wild price swings caused heavy losses for hedge fund Melvin Capital, among others. U.S. lawmakers reacted by organizing a U.S. House of Representatives hearing in February where they quizzed hedge funds, a day trader and the chief of the online trading app Robinhood.\nEinhorn on Thursday blamed Palihapitiya and Tesla Inc's(TSLA.O)CEO, Musk, for throwing what he called \"jet fuel on the GME squeeze.\" His comments appeared in a quarterly letter to Greenlight Capital investors which was seen by Reuters.\nRepresentatives for Palihapitiya and Musk did not immediately respond to requests for comment.\nEinhorn said it is appropriate for investors to discuss stocks.\n\"Investors discussing why they think GameStop (or any other stock) should go up or down ought to be encouraged,\" he wrote. \"There is no reason to drag anyone before Congress for making a stock pick.\"\nEinhorn said Palihapitiya, who appeared on TV in late January and dismissed criticism of day traders, might have been trying to harm Robinhood because it competes with fintech startup SoFi, which was backed by Palihapitiya.\nAnd Musk, whose Tesla shares Einhorn has long bet against, waded in to the drama by tweeting \"Gamestonk!!\" and adding a link to the Reddit forum where day traders were discussing GameStop.\n\"If regulators wanted Elon Musk to stop manipulating stocks, they should have done so with more than a light slap on the wrist when they accused him of manipulating Tesla's shares in 2018,\" Einhorn wrote.\nEinhorn said if lawmakers wanted to understand \"why GameStop did what it did ... it would be better to call to account the absentee regulators and their philosophical backers.\"\nHe told investors that his Greenlight Capital Funds were essentially flat in the first quarter, inching down 0.1%, while the S&P500 index gained 6.2%","news_type":1,"symbols_score_info":{"GME":0.9,"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":832,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":347976271,"gmtCreate":1618460747893,"gmtModify":1704711184681,"author":{"id":"3573989283625538","authorId":"3573989283625538","name":"tingshen96","avatar":"https://static.tigerbbs.com/86cb9fa98664959cf41a27e99f13b9f2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573989283625538","idStr":"3573989283625538"},"themes":[],"htmlText":"Hh","listText":"Hh","text":"Hh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/347976271","repostId":"1137793469","repostType":2,"isVote":1,"tweetType":1,"viewCount":581,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":344055386,"gmtCreate":1618362304745,"gmtModify":1704709642878,"author":{"id":"3573989283625538","authorId":"3573989283625538","name":"tingshen96","avatar":"https://static.tigerbbs.com/86cb9fa98664959cf41a27e99f13b9f2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573989283625538","idStr":"3573989283625538"},"themes":[],"htmlText":"G","listText":"G","text":"G","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/344055386","repostId":"2127049419","repostType":2,"repost":{"id":"2127049419","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1618361384,"share":"https://ttm.financial/m/news/2127049419?lang=en_US&edition=fundamental","pubTime":"2021-04-14 08:49","market":"us","language":"en","title":"UPDATE 2-Biden administration proceeding with $23 billion weapon sales to UAE","url":"https://stock-news.laohu8.com/highlight/detail?id=2127049419","media":"Reuters","summary":"(Adds background, context, comments)   By Patricia Zengerle   WASHINGTON, April 13 (Reuters) - U.S. ","content":"<html><body><p>(Adds background, context, comments)</p><p>   By Patricia Zengerle</p><p>   WASHINGTON, April 13 (Reuters) - U.S. President Joe Biden's administration has told Congress it is proceeding with more than $23 billion in weapons sales to the United Arab Emirates, including advanced F-35 aircraft, armed drones and other equipment, congressional aides said on Tuesday.</p><p>   A State Department spokesperson said the administration would move forward with the proposed sales to the UAE, \"even as we continue reviewing details and consulting with Emirati officials\" related to the use of the weapons.</p><p>   The Democratic president's administration had paused the deals agreed to by former Republican President Donald Trump in order to review them. The sales to the Gulf nation were finalized right before Trump left office.  </p><p>   The Trump administration told Congress in November it had approved the U.S. sale to the UAE as a side deal to the Abraham Accords, a U.S.-brokered agreement in September in which the UAE agreed to normalize relations with Israel.</p><p>   In the last months of the Trump administration, Israel reached deals with the UAE, Bahrain, Sudan and Morocco as part of the accords.  </p><p>   The $23.37 billion package contained products from General Atomics, Lockheed Martin Corp    and Raytheon Technologies Corp   , including 50 F-35 Lighting II aircraft, up to 18 MQ-9B Unmanned Aerial Systems and a package of air-to-air and air-to-ground munitions.</p><p>   YEMEN CONFLICT</p><p>   Some U.S. lawmakers have criticized the UAE for its involvement in the war in Yemen, a conflict considered <a href=\"https://laohu8.com/S/AONE\">one</a> of the world's worst humanitarian disasters, and worried that the weapons transfers might violate U.S. guarantees that Israel will retain a military advantage in the region.</p><p>   Israel said it did not object to the sales.</p><p>   A legislative effort to stop the sales failed in December, as Trump's fellow Republicans in Congress backed his plans.</p><p>   The Trump administration then finalized the massive sale to the UAE on Jan. 20, about an hour before Biden was sworn in as president.  </p><p>   The Biden administration announced the review in late January and the UAE said then it had anticipated the review and welcomed joint efforts to de-escalate tensions and for renewed regional dialogue.  </p><p>   The State Department spokesperson said on Tuesday the estimated delivery dates on the UAE sales, if implemented, were for after 2025 or later.</p><p>   The government anticipated \"a robust and sustained dialogue with the UAE\" to ensure a stronger security partnership, the spokesperson said in an emailed statement.</p><p>   \"We will also continue to reinforce with the UAE and all recipients of U.S. defense articles and services that U.S.-origin defense equipment must be adequately secured and used in a manner that respects human rights and fully complies with the laws of armed conflict,\" the statement said.</p><p>   The Biden administration is also reviewing its policy for military sales to Saudi Arabia, including some Trump-era weapons deals, in light of the Saudi involvement in Yemen and other human rights concerns.</p><p>   It has not released the results of that review. In February, U.S. officials told Reuters the administration was considering cancelling past deals that posed human rights concerns and limiting future sales to \"defensive\" weapons.  </p><p> (Reporting by Patricia Zengerle, additional reporting by Mike Stone; Editing by Mary Milliken, Grant McCool and Rosalba O'Brien)</p><p>((patricia.zengerle@thomsonreuters.com,  001-202-898-8390;))</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>UPDATE 2-Biden administration proceeding with $23 billion weapon sales to UAE</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\">\nUPDATE 2-Biden administration proceeding with $23 billion weapon sales to UAE\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-04-14 08:49</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>(Adds background, context, comments)</p><p>   By Patricia Zengerle</p><p>   WASHINGTON, April 13 (Reuters) - U.S. President Joe Biden's administration has told Congress it is proceeding with more than $23 billion in weapons sales to the United Arab Emirates, including advanced F-35 aircraft, armed drones and other equipment, congressional aides said on Tuesday.</p><p>   A State Department spokesperson said the administration would move forward with the proposed sales to the UAE, \"even as we continue reviewing details and consulting with Emirati officials\" related to the use of the weapons.</p><p>   The Democratic president's administration had paused the deals agreed to by former Republican President Donald Trump in order to review them. The sales to the Gulf nation were finalized right before Trump left office.  </p><p>   The Trump administration told Congress in November it had approved the U.S. sale to the UAE as a side deal to the Abraham Accords, a U.S.-brokered agreement in September in which the UAE agreed to normalize relations with Israel.</p><p>   In the last months of the Trump administration, Israel reached deals with the UAE, Bahrain, Sudan and Morocco as part of the accords.  </p><p>   The $23.37 billion package contained products from General Atomics, Lockheed Martin Corp    and Raytheon Technologies Corp   , including 50 F-35 Lighting II aircraft, up to 18 MQ-9B Unmanned Aerial Systems and a package of air-to-air and air-to-ground munitions.</p><p>   YEMEN CONFLICT</p><p>   Some U.S. lawmakers have criticized the UAE for its involvement in the war in Yemen, a conflict considered <a href=\"https://laohu8.com/S/AONE\">one</a> of the world's worst humanitarian disasters, and worried that the weapons transfers might violate U.S. guarantees that Israel will retain a military advantage in the region.</p><p>   Israel said it did not object to the sales.</p><p>   A legislative effort to stop the sales failed in December, as Trump's fellow Republicans in Congress backed his plans.</p><p>   The Trump administration then finalized the massive sale to the UAE on Jan. 20, about an hour before Biden was sworn in as president.  </p><p>   The Biden administration announced the review in late January and the UAE said then it had anticipated the review and welcomed joint efforts to de-escalate tensions and for renewed regional dialogue.  </p><p>   The State Department spokesperson said on Tuesday the estimated delivery dates on the UAE sales, if implemented, were for after 2025 or later.</p><p>   The government anticipated \"a robust and sustained dialogue with the UAE\" to ensure a stronger security partnership, the spokesperson said in an emailed statement.</p><p>   \"We will also continue to reinforce with the UAE and all recipients of U.S. defense articles and services that U.S.-origin defense equipment must be adequately secured and used in a manner that respects human rights and fully complies with the laws of armed conflict,\" the statement said.</p><p>   The Biden administration is also reviewing its policy for military sales to Saudi Arabia, including some Trump-era weapons deals, in light of the Saudi involvement in Yemen and other human rights concerns.</p><p>   It has not released the results of that review. In February, U.S. officials told Reuters the administration was considering cancelling past deals that posed human rights concerns and limiting future sales to \"defensive\" weapons.  </p><p> (Reporting by Patricia Zengerle, additional reporting by Mike Stone; Editing by Mary Milliken, Grant McCool and Rosalba O'Brien)</p><p>((patricia.zengerle@thomsonreuters.com,  001-202-898-8390;))</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LMT":"洛克希德马丁","RTX":"雷神技术公司"},"source_url":"http://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2127049419","content_text":"(Adds background, context, comments)   By Patricia Zengerle   WASHINGTON, April 13 (Reuters) - U.S. President Joe Biden's administration has told Congress it is proceeding with more than $23 billion in weapons sales to the United Arab Emirates, including advanced F-35 aircraft, armed drones and other equipment, congressional aides said on Tuesday.   A State Department spokesperson said the administration would move forward with the proposed sales to the UAE, \"even as we continue reviewing details and consulting with Emirati officials\" related to the use of the weapons.   The Democratic president's administration had paused the deals agreed to by former Republican President Donald Trump in order to review them. The sales to the Gulf nation were finalized right before Trump left office.     The Trump administration told Congress in November it had approved the U.S. sale to the UAE as a side deal to the Abraham Accords, a U.S.-brokered agreement in September in which the UAE agreed to normalize relations with Israel.   In the last months of the Trump administration, Israel reached deals with the UAE, Bahrain, Sudan and Morocco as part of the accords.     The $23.37 billion package contained products from General Atomics, Lockheed Martin Corp    and Raytheon Technologies Corp   , including 50 F-35 Lighting II aircraft, up to 18 MQ-9B Unmanned Aerial Systems and a package of air-to-air and air-to-ground munitions.   YEMEN CONFLICT   Some U.S. lawmakers have criticized the UAE for its involvement in the war in Yemen, a conflict considered one of the world's worst humanitarian disasters, and worried that the weapons transfers might violate U.S. guarantees that Israel will retain a military advantage in the region.   Israel said it did not object to the sales.   A legislative effort to stop the sales failed in December, as Trump's fellow Republicans in Congress backed his plans.   The Trump administration then finalized the massive sale to the UAE on Jan. 20, about an hour before Biden was sworn in as president.     The Biden administration announced the review in late January and the UAE said then it had anticipated the review and welcomed joint efforts to de-escalate tensions and for renewed regional dialogue.     The State Department spokesperson said on Tuesday the estimated delivery dates on the UAE sales, if implemented, were for after 2025 or later.   The government anticipated \"a robust and sustained dialogue with the UAE\" to ensure a stronger security partnership, the spokesperson said in an emailed statement.   \"We will also continue to reinforce with the UAE and all recipients of U.S. defense articles and services that U.S.-origin defense equipment must be adequately secured and used in a manner that respects human rights and fully complies with the laws of armed conflict,\" the statement said.   The Biden administration is also reviewing its policy for military sales to Saudi Arabia, including some Trump-era weapons deals, in light of the Saudi involvement in Yemen and other human rights concerns.   It has not released the results of that review. In February, U.S. officials told Reuters the administration was considering cancelling past deals that posed human rights concerns and limiting future sales to \"defensive\" weapons.   (Reporting by Patricia Zengerle, additional reporting by Mike Stone; Editing by Mary Milliken, Grant McCool and Rosalba O'Brien)((patricia.zengerle@thomsonreuters.com,  001-202-898-8390;))","news_type":1,"symbols_score_info":{"LMT":0.9,"RTX":0.9}},"isVote":1,"tweetType":1,"viewCount":979,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":345316234,"gmtCreate":1618278378628,"gmtModify":1704708484023,"author":{"id":"3573989283625538","authorId":"3573989283625538","name":"tingshen96","avatar":"https://static.tigerbbs.com/86cb9fa98664959cf41a27e99f13b9f2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573989283625538","idStr":"3573989283625538"},"themes":[],"htmlText":".","listText":".","text":".","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/345316234","repostId":"2126065811","repostType":2,"isVote":1,"tweetType":1,"viewCount":575,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":342769332,"gmtCreate":1618243048226,"gmtModify":1704708109137,"author":{"id":"3573989283625538","authorId":"3573989283625538","name":"tingshen96","avatar":"https://static.tigerbbs.com/86cb9fa98664959cf41a27e99f13b9f2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573989283625538","idStr":"3573989283625538"},"themes":[],"htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/342769332","repostId":"2126067038","repostType":2,"repost":{"id":"2126067038","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"T-Reuters","id":"1086160438","head_image":"https://static.tigerbbs.com/a113a995fbbc262262d15a5ce37e7bc5"},"pubTimestamp":1618239926,"share":"https://ttm.financial/m/news/2126067038?lang=en_US&edition=fundamental","pubTime":"2021-04-12 23:05","market":"us","language":"en","title":"Google Says Introducing SAP Integration With Cloud Data Fusion - Blog","url":"https://stock-news.laohu8.com/highlight/detail?id=2126067038","media":"T-Reuters","summary":"April 12 (Reuters) - :Google Says Introducing Sap Integration With Cloud Data Fusion - Blog.","content":"<html><body><p>April 12 (Reuters) - :Google Says Introducing Sap Integration With Cloud Data Fusion - Blog.</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>Google Says Introducing SAP Integration With Cloud Data Fusion - Blog</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\">\nGoogle Says Introducing SAP Integration With Cloud Data Fusion - Blog\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086160438\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a113a995fbbc262262d15a5ce37e7bc5);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">T-Reuters </p>\n<p class=\"h-time\">2021-04-12 23:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>April 12 (Reuters) - :Google Says Introducing Sap Integration With Cloud Data Fusion - Blog.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QNETCN":"纳斯达克中美互联网老虎指数","GOOG":"谷歌","GOOGL":"谷歌A","09086":"华夏纳指-U","03086":"华夏纳指"},"source_url":"https://www.trkd.thomsonreuters.com","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2126067038","content_text":"April 12 (Reuters) - :Google Says Introducing Sap Integration With Cloud Data Fusion - Blog.","news_type":1,"symbols_score_info":{"GOOG":1,"GOOGL":1,"09086":0.6,"QNETCN":0.6,"03086":0.6}},"isVote":1,"tweetType":1,"viewCount":483,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":346563489,"gmtCreate":1618071194041,"gmtModify":1704706464060,"author":{"id":"3573989283625538","authorId":"3573989283625538","name":"tingshen96","avatar":"https://static.tigerbbs.com/86cb9fa98664959cf41a27e99f13b9f2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573989283625538","idStr":"3573989283625538"},"themes":[],"htmlText":".","listText":".","text":".","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/346563489","repostId":"2126032195","repostType":2,"repost":{"id":"2126032195","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1618060680,"share":"https://ttm.financial/m/news/2126032195?lang=en_US&edition=fundamental","pubTime":"2021-04-10 21:18","market":"us","language":"en","title":"Tesla is on fire, but these EV-related stocks could end up just as hot","url":"https://stock-news.laohu8.com/highlight/detail?id=2126032195","media":"Dow Jones","summary":"MW UPDATE: Tesla is on fire, but these EV-related stocks could end up just as hot\n\n\n  By Philip van ","content":"<html><body><font class=\"NormalMinus1\" face=\"Arial\">\n<p>\nMW UPDATE: Tesla is on fire, but these EV-related stocks could end up just as hot\n</p>\n<p>\n  By Philip van Doorn \n</p>\n<p>\n  There are many ways to play the electric-vehicle industry as it grows exponentially. \n</p>\n<p>\n  Tesla's first-quarter delivery numbers settled the question of whether demand for electric vehicles would strengthen and reach critical mass. It has. \n</p>\n<p>\n  Now  the question for investors is how best to ride the long-term wave. \n</p>\n<p>\n  Shares of Tesla Inc. <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a> soared last year, but during 2021, volatility has been painful for shorter-term investors whose timing has been less than ideal. Here's a price chart from the end of 2019: \n</p>\n<p>\n  That is an eye-pleasing chart, especially if you have been in the stock the whole time. But Tesla's shares fell 27% through April 1 from its intraday high Jan. 25. Then on April 5, the shares rose 4% following the company's report that it had delivered 184,800 electric vehicles during the first quarter . \n</p>\n<p>\n  Tesla is an expensive stock. The shares trade for 147.5 times the consensus earnings estimate for the next 12 months, among analysts polled by FactSet. Among those 35 analysts, less than a third rate Tesla a \"buy\" or the equivalent, and their consensus 12-month price target of $658.26 is slightly below where the shares closed April 1. \n</p>\n<p>\n  Tesla's biggest competitors in the EV space in the U.S. seem likely to be General Motors Co. <a href=\"https://laohu8.com/S/GM\">$(GM)$</a>, Volkswagen AG  and Ford Motor Co. <a href=\"https://laohu8.com/S/F\">$(F)$</a>, based on the companies' announced plans. \n</p>\n<p>\n  But there are many other ways to play this long-term secular trend. Semiconductor manufacturers will continue to benefit from the growth of EVs and makers of all sorts of components. Here's a recent screen of semiconductor stocks . \n</p>\n<p>\n  To come up with a broader list of EV and related stock plays that might have significant upside, we began by putting together a list of stocks held by <a href=\"https://laohu8.com/S/AONE\">one</a> or more of these ETFs: \n</p>\n<p>\n  We looked at the holdings of three ETFs: \n</p>\n<p>\n  Adding the three portfolios and removing duplicates produced a list of 175 stocks, with 76 listed in the U.S. \n</p>\n<p>\n  Among those 175 stocks, 111 are covered by at least 10 analysts. It is good to have a large number of opinions factored-in -- if a company isn't widely covered by the brokerage industry, it might be overlooked by institutional investors (or paid by the few analysts who do cover it). \n</p>\n<p>\n  Among the pared list of 111 stocks, here are the 20 with more than two-thirds \"buy\" or equivalent ratings, with the most implied upside potential for the next 12 months: \n</p>\n<p>\n  Share prices and price targets in the table are in local currencies where the stocks or American depositary receipts are listed. \n</p>\n<p>\n  As always,  this type of list is only a start -- you should do your own research before investing in anything. For more information about a company, including business profiles, charts, price ratios, financials and news coverage, do a ticker search on the top-right of the MarketWatch page. \n</p>\n<p>\n  Plug Power Inc. <a href=\"https://laohu8.com/S/PLUG\">$(PLUG)$</a> is the stock with the most aggressive price target, with analysts expecting a 75% gain over the next 12 months. The company provides hydrogen fuel-cell services. \n</p>\n<p>\n  Second on the list is Baidu Inc. (K3SD.SG), with analysts expecting a 59% gain. The company is partnering with Geely Automobile Holdings Ltd. <a href=\"https://laohu8.com/S/00175\">$(00175)$</a>of Hong Kong to develop electric vehicles. \n</p>\n<p>\n  Don't miss:This fund's 'long-short' stock strategy helps investors navigate rocky times  \n</p>\n<p>\n  -Philip van Doorn; 415-439-6400; AskNewswires@dowjones.com \n</p>\n<pre>\n \n</pre>\n<p>\n  <a href=\"https://laohu8.com/S/END\">$(END)$</a> Dow Jones Newswires\n</p>\n<p>\n  April 10, 2021 09:18 ET (13:18 GMT)\n</p>\n<p>\n  Copyright (c) 2021 Dow Jones &amp; Company, Inc.\n</p>\n</font></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>Tesla is on fire, but these EV-related stocks could end up just as hot</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla is on fire, but these EV-related stocks could end up just as hot\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-04-10 21:18</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><font class=\"NormalMinus1\" face=\"Arial\">\n<p>\nMW UPDATE: Tesla is on fire, but these EV-related stocks could end up just as hot\n</p>\n<p>\n  By Philip van Doorn \n</p>\n<p>\n  There are many ways to play the electric-vehicle industry as it grows exponentially. \n</p>\n<p>\n  Tesla's first-quarter delivery numbers settled the question of whether demand for electric vehicles would strengthen and reach critical mass. It has. \n</p>\n<p>\n  Now  the question for investors is how best to ride the long-term wave. \n</p>\n<p>\n  Shares of Tesla Inc. <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a> soared last year, but during 2021, volatility has been painful for shorter-term investors whose timing has been less than ideal. Here's a price chart from the end of 2019: \n</p>\n<p>\n  That is an eye-pleasing chart, especially if you have been in the stock the whole time. But Tesla's shares fell 27% through April 1 from its intraday high Jan. 25. Then on April 5, the shares rose 4% following the company's report that it had delivered 184,800 electric vehicles during the first quarter . \n</p>\n<p>\n  Tesla is an expensive stock. The shares trade for 147.5 times the consensus earnings estimate for the next 12 months, among analysts polled by FactSet. Among those 35 analysts, less than a third rate Tesla a \"buy\" or the equivalent, and their consensus 12-month price target of $658.26 is slightly below where the shares closed April 1. \n</p>\n<p>\n  Tesla's biggest competitors in the EV space in the U.S. seem likely to be General Motors Co. <a href=\"https://laohu8.com/S/GM\">$(GM)$</a>, Volkswagen AG  and Ford Motor Co. <a href=\"https://laohu8.com/S/F\">$(F)$</a>, based on the companies' announced plans. \n</p>\n<p>\n  But there are many other ways to play this long-term secular trend. Semiconductor manufacturers will continue to benefit from the growth of EVs and makers of all sorts of components. Here's a recent screen of semiconductor stocks . \n</p>\n<p>\n  To come up with a broader list of EV and related stock plays that might have significant upside, we began by putting together a list of stocks held by <a href=\"https://laohu8.com/S/AONE\">one</a> or more of these ETFs: \n</p>\n<p>\n  We looked at the holdings of three ETFs: \n</p>\n<p>\n  Adding the three portfolios and removing duplicates produced a list of 175 stocks, with 76 listed in the U.S. \n</p>\n<p>\n  Among those 175 stocks, 111 are covered by at least 10 analysts. It is good to have a large number of opinions factored-in -- if a company isn't widely covered by the brokerage industry, it might be overlooked by institutional investors (or paid by the few analysts who do cover it). \n</p>\n<p>\n  Among the pared list of 111 stocks, here are the 20 with more than two-thirds \"buy\" or equivalent ratings, with the most implied upside potential for the next 12 months: \n</p>\n<p>\n  Share prices and price targets in the table are in local currencies where the stocks or American depositary receipts are listed. \n</p>\n<p>\n  As always,  this type of list is only a start -- you should do your own research before investing in anything. For more information about a company, including business profiles, charts, price ratios, financials and news coverage, do a ticker search on the top-right of the MarketWatch page. \n</p>\n<p>\n  Plug Power Inc. <a href=\"https://laohu8.com/S/PLUG\">$(PLUG)$</a> is the stock with the most aggressive price target, with analysts expecting a 75% gain over the next 12 months. The company provides hydrogen fuel-cell services. \n</p>\n<p>\n  Second on the list is Baidu Inc. (K3SD.SG), with analysts expecting a 59% gain. The company is partnering with Geely Automobile Holdings Ltd. <a href=\"https://laohu8.com/S/00175\">$(00175)$</a>of Hong Kong to develop electric vehicles. \n</p>\n<p>\n  Don't miss:This fund's 'long-short' stock strategy helps investors navigate rocky times  \n</p>\n<p>\n  -Philip van Doorn; 415-439-6400; AskNewswires@dowjones.com \n</p>\n<pre>\n \n</pre>\n<p>\n  <a href=\"https://laohu8.com/S/END\">$(END)$</a> Dow Jones Newswires\n</p>\n<p>\n  April 10, 2021 09:18 ET (13:18 GMT)\n</p>\n<p>\n  Copyright (c) 2021 Dow Jones &amp; Company, Inc.\n</p>\n</font></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BIDU":"百度","INTC":"英特尔","GOOGL":"谷歌A","TSLA":"特斯拉","GOOG":"谷歌","PLUG":"普拉格能源"},"source_url":"http://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2126032195","content_text":"MW UPDATE: Tesla is on fire, but these EV-related stocks could end up just as hot\n\n\n  By Philip van Doorn \n\n\n  There are many ways to play the electric-vehicle industry as it grows exponentially. \n\n\n  Tesla's first-quarter delivery numbers settled the question of whether demand for electric vehicles would strengthen and reach critical mass. It has. \n\n\n  Now  the question for investors is how best to ride the long-term wave. \n\n\n  Shares of Tesla Inc. $(TSLA)$ soared last year, but during 2021, volatility has been painful for shorter-term investors whose timing has been less than ideal. Here's a price chart from the end of 2019: \n\n\n  That is an eye-pleasing chart, especially if you have been in the stock the whole time. But Tesla's shares fell 27% through April 1 from its intraday high Jan. 25. Then on April 5, the shares rose 4% following the company's report that it had delivered 184,800 electric vehicles during the first quarter . \n\n\n  Tesla is an expensive stock. The shares trade for 147.5 times the consensus earnings estimate for the next 12 months, among analysts polled by FactSet. Among those 35 analysts, less than a third rate Tesla a \"buy\" or the equivalent, and their consensus 12-month price target of $658.26 is slightly below where the shares closed April 1. \n\n\n  Tesla's biggest competitors in the EV space in the U.S. seem likely to be General Motors Co. $(GM)$, Volkswagen AG  and Ford Motor Co. $(F)$, based on the companies' announced plans. \n\n\n  But there are many other ways to play this long-term secular trend. Semiconductor manufacturers will continue to benefit from the growth of EVs and makers of all sorts of components. Here's a recent screen of semiconductor stocks . \n\n\n  To come up with a broader list of EV and related stock plays that might have significant upside, we began by putting together a list of stocks held by one or more of these ETFs: \n\n\n  We looked at the holdings of three ETFs: \n\n\n  Adding the three portfolios and removing duplicates produced a list of 175 stocks, with 76 listed in the U.S. \n\n\n  Among those 175 stocks, 111 are covered by at least 10 analysts. It is good to have a large number of opinions factored-in -- if a company isn't widely covered by the brokerage industry, it might be overlooked by institutional investors (or paid by the few analysts who do cover it). \n\n\n  Among the pared list of 111 stocks, here are the 20 with more than two-thirds \"buy\" or equivalent ratings, with the most implied upside potential for the next 12 months: \n\n\n  Share prices and price targets in the table are in local currencies where the stocks or American depositary receipts are listed. \n\n\n  As always,  this type of list is only a start -- you should do your own research before investing in anything. For more information about a company, including business profiles, charts, price ratios, financials and news coverage, do a ticker search on the top-right of the MarketWatch page. \n\n\n  Plug Power Inc. $(PLUG)$ is the stock with the most aggressive price target, with analysts expecting a 75% gain over the next 12 months. The company provides hydrogen fuel-cell services. \n\n\n  Second on the list is Baidu Inc. (K3SD.SG), with analysts expecting a 59% gain. The company is partnering with Geely Automobile Holdings Ltd. $(00175)$of Hong Kong to develop electric vehicles. \n\n\n  Don't miss:This fund's 'long-short' stock strategy helps investors navigate rocky times  \n\n\n  -Philip van Doorn; 415-439-6400; AskNewswires@dowjones.com \n\n\n \n\n\n$(END)$ Dow Jones Newswires\n\n\n  April 10, 2021 09:18 ET (13:18 GMT)\n\n\n  Copyright (c) 2021 Dow Jones & Company, Inc.","news_type":1,"symbols_score_info":{"GOOGL":0.9,"BIDU":0.9,"GOOG":0.9,"INTC":0.9,"PLUG":0.9,"TSLA":1}},"isVote":1,"tweetType":1,"viewCount":845,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":348001841,"gmtCreate":1617863085983,"gmtModify":1704704086477,"author":{"id":"3573989283625538","authorId":"3573989283625538","name":"tingshen96","avatar":"https://static.tigerbbs.com/86cb9fa98664959cf41a27e99f13b9f2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573989283625538","idStr":"3573989283625538"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/348001841","repostId":"1141543306","repostType":2,"repost":{"id":"1141543306","kind":"news","pubTimestamp":1617859073,"share":"https://ttm.financial/m/news/1141543306?lang=en_US&edition=fundamental","pubTime":"2021-04-08 13:17","market":"us","language":"en","title":"U.S. Dilemma – How to Stimulate An Economy That Is Already Recovering?","url":"https://stock-news.laohu8.com/highlight/detail?id=1141543306","media":"VantagePoint","summary":"he United States economy is recovering fast from the economic recession generated by the COVID-19 vi","content":"<p><b>he United States economy is recovering fast from the economic recession generated by the COVID-19 virus. Thanks to the successful vaccination campaign currently ongoing, the U.S. is on track to reach herd immunity in three months’ time.</b></p><p>Naturally, this leads to the economy at risk of overheating. If the $1.9 trillion fiscal stimulus delivered in the first quarter of the year was not enough, Congress is about to approve another $2.4 trillion this year.</p><p>Dubbed the “American Jobs Plan”, public investment will increase inflation expectations and boost productivity. It is focusing on a combination of long-term projects in areas such as green energy initiatives, education, healthcare, and infrastructure.</p><p><img src=\"https://static.tigerbbs.com/55cacbbb5c2b9b703b03697cca867895\" tg-width=\"2048\" tg-height=\"1108\" referrerpolicy=\"no-referrer\">Judging by the strong NFP report for the month of March, the new stimulus will push the labor market faster to its pre-pandemic trend. Hence, the Fed will be forced to adjust its monetary policy sooner than expected initially, despite maintaining a dovish stance.</p><p><b>Bond Market Puts Pressure on the Fed</b></p><p>Three forces dominate financial markets at this point in time. One is the U.S. Congress and the speed of releasing fiscal stimulus. Another is the vaccination campaign that will lead to herd immunity faster than rival economies. Finally, there is the Fed willing to remain accommodative while the economy recovers.</p><p>In the middle, there is the bond market. The Bloomberg/Barclays U.S. Aggregate Bond Index represents intermediate-term investment grade bonds traded in the United States.</p><p><img src=\"https://static.tigerbbs.com/93a4f3138085496772df41dfc9c8ea17\" tg-width=\"1667\" tg-height=\"1238\" referrerpolicy=\"no-referrer\">The first quarter of the year was very bad for bonds, as they delivered a loss of 3.37% to investors. This is the worst quarterly return since 1976, and the explanation comes from low coupons and very long durations.</p><p>Declining bond prices mean higher yields, and if the trend continues in the second half of the year, the Fed will break. Make no mistake that the market will put pressure on the Fed as long as the bond market remains in pain.</p><p>The dilemma facing the United States policymakers is how to find a balance between fiscal and monetary stimulus, so that the bond market is not depressed and the economy to avoid overheating. One way to do it is to simply let the yields rise and thus, the financial tightening that comes along will compensate for the Fed’s lack of action. However, that will play out only if the stock market remains at current levels.</p><p>To sum up, the next few months are extremely important for the market participants – we may be at the start of new trends that will influence financial assets for the rest of the year.</p>","source":"lsy1615437168461","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>U.S. Dilemma – How to Stimulate An Economy That Is Already Recovering?</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\">\nU.S. Dilemma – How to Stimulate An Economy That Is Already Recovering?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-08 13:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://vantagepointtrading.com/news/u-s-dilemma-how-to-stimulate-an-economy-that-is-already-recovering/><strong>VantagePoint</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>he United States economy is recovering fast from the economic recession generated by the COVID-19 virus. Thanks to the successful vaccination campaign currently ongoing, the U.S. is on track to reach ...</p>\n\n<a href=\"https://vantagepointtrading.com/news/u-s-dilemma-how-to-stimulate-an-economy-that-is-already-recovering/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://vantagepointtrading.com/news/u-s-dilemma-how-to-stimulate-an-economy-that-is-already-recovering/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141543306","content_text":"he United States economy is recovering fast from the economic recession generated by the COVID-19 virus. Thanks to the successful vaccination campaign currently ongoing, the U.S. is on track to reach herd immunity in three months’ time.Naturally, this leads to the economy at risk of overheating. If the $1.9 trillion fiscal stimulus delivered in the first quarter of the year was not enough, Congress is about to approve another $2.4 trillion this year.Dubbed the “American Jobs Plan”, public investment will increase inflation expectations and boost productivity. It is focusing on a combination of long-term projects in areas such as green energy initiatives, education, healthcare, and infrastructure.Judging by the strong NFP report for the month of March, the new stimulus will push the labor market faster to its pre-pandemic trend. Hence, the Fed will be forced to adjust its monetary policy sooner than expected initially, despite maintaining a dovish stance.Bond Market Puts Pressure on the FedThree forces dominate financial markets at this point in time. One is the U.S. Congress and the speed of releasing fiscal stimulus. Another is the vaccination campaign that will lead to herd immunity faster than rival economies. Finally, there is the Fed willing to remain accommodative while the economy recovers.In the middle, there is the bond market. The Bloomberg/Barclays U.S. Aggregate Bond Index represents intermediate-term investment grade bonds traded in the United States.The first quarter of the year was very bad for bonds, as they delivered a loss of 3.37% to investors. This is the worst quarterly return since 1976, and the explanation comes from low coupons and very long durations.Declining bond prices mean higher yields, and if the trend continues in the second half of the year, the Fed will break. Make no mistake that the market will put pressure on the Fed as long as the bond market remains in pain.The dilemma facing the United States policymakers is how to find a balance between fiscal and monetary stimulus, so that the bond market is not depressed and the economy to avoid overheating. One way to do it is to simply let the yields rise and thus, the financial tightening that comes along will compensate for the Fed’s lack of action. However, that will play out only if the stock market remains at current levels.To sum up, the next few months are extremely important for the market participants – we may be at the start of new trends that will influence financial assets for the rest of the year.","news_type":1,"symbols_score_info":{".SPX":0.9,".IXIC":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":628,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":355638539,"gmtCreate":1617065820321,"gmtModify":1704801468288,"author":{"id":"3573989283625538","authorId":"3573989283625538","name":"tingshen96","avatar":"https://static.tigerbbs.com/86cb9fa98664959cf41a27e99f13b9f2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573989283625538","idStr":"3573989283625538"},"themes":[],"htmlText":"Gg","listText":"Gg","text":"Gg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/355638539","repostId":"2123263246","repostType":4,"repost":{"id":"2123263246","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1617063973,"share":"https://ttm.financial/m/news/2123263246?lang=en_US&edition=fundamental","pubTime":"2021-03-30 08:26","market":"us","language":"en","title":"Coal miner TerraCom says regulator inspected Queensland coal mine","url":"https://stock-news.laohu8.com/highlight/detail?id=2123263246","media":"Reuters","summary":"March 30 (Reuters) - Australian coal miner TerraCom Ltd\nsaid on Tuesday investigators from the corpo","content":"<p>March 30 (Reuters) - Australian coal miner TerraCom Ltd</p>\n<p>said on Tuesday investigators from the corporate regulatory body inspected its coal mine in Queensland on the previous day, and the company provided them information to assist the inquiry.</p>\n<p>The regulator has been investigating testing laboratory ALS</p>\n<p>whose internal review showed its staff had manually altered coal testing certificates to improve quality of the commodity over a decade, which it reported to authorities.</p>\n<p>Australia is the world's biggest coal exporter and ALS is among the biggest testers of coal.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Coal miner TerraCom says regulator inspected Queensland coal mine</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\">\nCoal miner TerraCom says regulator inspected Queensland coal mine\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-03-30 08:26</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>March 30 (Reuters) - Australian coal miner TerraCom Ltd</p>\n<p>said on Tuesday investigators from the corporate regulatory body inspected its coal mine in Queensland on the previous day, and the company provided them information to assist the inquiry.</p>\n<p>The regulator has been investigating testing laboratory ALS</p>\n<p>whose internal review showed its staff had manually altered coal testing certificates to improve quality of the commodity over a decade, which it reported to authorities.</p>\n<p>Australia is the world's biggest coal exporter and ALS is among the biggest testers of coal.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a0a57b0b1095155d54823b7c79265a32","relate_stocks":{"TER.AU":"TERRACOM LTD","ALQ.AU":"ALS LTD"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2123263246","content_text":"March 30 (Reuters) - Australian coal miner TerraCom Ltd\nsaid on Tuesday investigators from the corporate regulatory body inspected its coal mine in Queensland on the previous day, and the company provided them information to assist the inquiry.\nThe regulator has been investigating testing laboratory ALS\nwhose internal review showed its staff had manually altered coal testing certificates to improve quality of the commodity over a decade, which it reported to authorities.\nAustralia is the world's biggest coal exporter and ALS is among the biggest testers of coal.","news_type":1,"symbols_score_info":{"TER.AU":0.9,"ALQ.AU":0.9}},"isVote":1,"tweetType":1,"viewCount":751,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":358712111,"gmtCreate":1616730141233,"gmtModify":1704798000763,"author":{"id":"3573989283625538","authorId":"3573989283625538","name":"tingshen96","avatar":"https://static.tigerbbs.com/86cb9fa98664959cf41a27e99f13b9f2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573989283625538","idStr":"3573989283625538"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/358712111","repostId":"1153068759","repostType":4,"repost":{"id":"1153068759","kind":"news","pubTimestamp":1616729122,"share":"https://ttm.financial/m/news/1153068759?lang=en_US&edition=fundamental","pubTime":"2021-03-26 11:25","market":"us","language":"en","title":"5 signs the labor market is set to blast off","url":"https://stock-news.laohu8.com/highlight/detail?id=1153068759","media":"yahoo","summary":"The labor market is on the launch pad.\nSigns of ignition emerged Thursday asjobless claims fell to t","content":"<p>The labor market is on the launch pad.</p>\n<p>Signs of ignition emerged Thursday asjobless claims fell to the lowestthey’ve been since the pandemic started. Unemployment claims for the week ending March 13 were 684,000, vs. 730,000 expected.</p>\n<p>In a note this week, Renaissance Macro Research's Neil Dutta outlined five bullish indicators that indicate the labor market “really is picking up steam right now,” as vaccinations ramp up and temperatures warm up — along with the economy.</p>\n<p>“I would guess that we see jobs growth at least over one million in March,” Dutta wrote. “The current consensus is around 550,000 though only 11 folks have their estimates into Bloomberg. I would take the over.”</p>\n<p>In a recent note, JPMorgan’s job tracker based on alternative data sources showed a clear acceleration in total employment.</p>\n<p><img src=\"https://static.tigerbbs.com/71deaaa4b933bc16feacc0ebdfe37f7a\" tg-width=\"705\" tg-height=\"496\" referrerpolicy=\"no-referrer\">Tracking alternative data shows jobs picking up. (JPM)<b>Five good signs</b></p>\n<p>Dutta’s five signs and JPMorgan’s “alternative data,” paint a picture of future numbers that look bullish.</p>\n<p>The Census Bureau’s Small Business Pulse Survey showed a 7.1% increase in paid employment in mid-March, as well as a similar increase in hours worked.</p>\n<p>“I haven’t seen numbers like this since last summer,” Dutta wrote. “Recall that average jobs growth in Q3 2020 was 1.174 million per month.”</p>\n<p>Two other bullish surveys tell a similar story. The Dallas Fed’s Real Time Population Survey showed employment rates for working-age adults spiked from mid-February to mid-March, from 68.6% to 70.9% and a similar drop in the unemployment rate also occurred. The Household Pulse Survey told a similar story of a spike in job growth, with double the increase of a “normal March,” Dutta noted.</p>\n<p>The American Staffing Association’s Staffing Index was also up 11.2%. “Taking the index at face value implies that temp-help employment has reversed all of its pandemic-related job losses,” Dutta wrote.</p>\n<p>Lastly, people are driving a lot more. Google’s mobility data shows a spike in movement in the leisure and hospitality sector – hit especially hard during the pandemic – now at last July’s volume.</p>\n<p>“We have not seen improvement this rapid since the initial reopening in the economy last spring,” Dutta wrote. “So, the decline in COVID cases is likely pushing up employment as businesses restart.”</p>\n<p>Some analysts are drawing larger conclusions based on this data – and the predictions are rosy.</p>\n<p>Bank of America, which revised its GDP growth to 7% in 2021 and 5.5% in 2022, up 0.5 percentage points each, wrote that the growth in GDP would also mean a “faster healing in the labor market,” almost a million new jobs a month.</p>\n<p>“Based on our projections, the unemployment rate will reach 4.5% by year-end and slip [under 4%] next summer,” according to a note from Bank of America. “Our forecasts imply a return to the pre-COVID level of jobs by 1Q 2022 and pre-COVID participation rate by the end of next year. This means the employment-to-population will have fully healed by the end of next year.”</p>","source":"lsy1584348713084","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>5 signs the labor market is set to blast off</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\">\n5 signs the labor market is set to blast off\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-26 11:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/5-signs-the-labor-market-is-set-to-blast-off-172355233.html><strong>yahoo</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The labor market is on the launch pad.\nSigns of ignition emerged Thursday asjobless claims fell to the lowestthey’ve been since the pandemic started. Unemployment claims for the week ending March 13 ...</p>\n\n<a href=\"https://finance.yahoo.com/news/5-signs-the-labor-market-is-set-to-blast-off-172355233.html\">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://finance.yahoo.com/news/5-signs-the-labor-market-is-set-to-blast-off-172355233.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153068759","content_text":"The labor market is on the launch pad.\nSigns of ignition emerged Thursday asjobless claims fell to the lowestthey’ve been since the pandemic started. Unemployment claims for the week ending March 13 were 684,000, vs. 730,000 expected.\nIn a note this week, Renaissance Macro Research's Neil Dutta outlined five bullish indicators that indicate the labor market “really is picking up steam right now,” as vaccinations ramp up and temperatures warm up — along with the economy.\n“I would guess that we see jobs growth at least over one million in March,” Dutta wrote. “The current consensus is around 550,000 though only 11 folks have their estimates into Bloomberg. I would take the over.”\nIn a recent note, JPMorgan’s job tracker based on alternative data sources showed a clear acceleration in total employment.\nTracking alternative data shows jobs picking up. (JPM)Five good signs\nDutta’s five signs and JPMorgan’s “alternative data,” paint a picture of future numbers that look bullish.\nThe Census Bureau’s Small Business Pulse Survey showed a 7.1% increase in paid employment in mid-March, as well as a similar increase in hours worked.\n“I haven’t seen numbers like this since last summer,” Dutta wrote. “Recall that average jobs growth in Q3 2020 was 1.174 million per month.”\nTwo other bullish surveys tell a similar story. The Dallas Fed’s Real Time Population Survey showed employment rates for working-age adults spiked from mid-February to mid-March, from 68.6% to 70.9% and a similar drop in the unemployment rate also occurred. The Household Pulse Survey told a similar story of a spike in job growth, with double the increase of a “normal March,” Dutta noted.\nThe American Staffing Association’s Staffing Index was also up 11.2%. “Taking the index at face value implies that temp-help employment has reversed all of its pandemic-related job losses,” Dutta wrote.\nLastly, people are driving a lot more. Google’s mobility data shows a spike in movement in the leisure and hospitality sector – hit especially hard during the pandemic – now at last July’s volume.\n“We have not seen improvement this rapid since the initial reopening in the economy last spring,” Dutta wrote. “So, the decline in COVID cases is likely pushing up employment as businesses restart.”\nSome analysts are drawing larger conclusions based on this data – and the predictions are rosy.\nBank of America, which revised its GDP growth to 7% in 2021 and 5.5% in 2022, up 0.5 percentage points each, wrote that the growth in GDP would also mean a “faster healing in the labor market,” almost a million new jobs a month.\n“Based on our projections, the unemployment rate will reach 4.5% by year-end and slip [under 4%] next summer,” according to a note from Bank of America. “Our forecasts imply a return to the pre-COVID level of jobs by 1Q 2022 and pre-COVID participation rate by the end of next year. This means the employment-to-population will have fully healed by the end of next year.”","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":398,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":362097392,"gmtCreate":1614571130216,"gmtModify":1704772545371,"author":{"id":"3573989283625538","authorId":"3573989283625538","name":"tingshen96","avatar":"https://static.tigerbbs.com/86cb9fa98664959cf41a27e99f13b9f2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573989283625538","idStr":"3573989283625538"},"themes":[],"htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/362097392","repostId":"1140907630","repostType":4,"isVote":1,"tweetType":1,"viewCount":370,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":359662818,"gmtCreate":1616394124934,"gmtModify":1704793439354,"author":{"id":"3573989283625538","authorId":"3573989283625538","name":"tingshen96","avatar":"https://static.tigerbbs.com/86cb9fa98664959cf41a27e99f13b9f2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573989283625538","idStr":"3573989283625538"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/359662818","repostId":"2121712557","repostType":4,"isVote":1,"tweetType":1,"viewCount":398,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":328851793,"gmtCreate":1615514083612,"gmtModify":1704783921776,"author":{"id":"3573989283625538","authorId":"3573989283625538","name":"tingshen96","avatar":"https://static.tigerbbs.com/86cb9fa98664959cf41a27e99f13b9f2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573989283625538","idStr":"3573989283625538"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/328851793","repostId":"1199156489","repostType":4,"repost":{"id":"1199156489","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":1615452861,"share":"https://ttm.financial/m/news/1199156489?lang=en_US&edition=fundamental","pubTime":"2021-03-11 16:54","market":"us","language":"en","title":"US Daylight Saving Time","url":"https://stock-news.laohu8.com/highlight/detail?id=1199156489","media":"Tiger Newspress","summary":"From 02:00 U.S. East time March 14(this Sunday),the North America region entered daylight saving tim","content":"<p>From&nbsp;02:00&nbsp;U.S.&nbsp;East&nbsp;time&nbsp;March&nbsp;14(this&nbsp;Sunday),the&nbsp;North America&nbsp;region&nbsp;entered&nbsp;daylight saving&nbsp;time,until&nbsp;02:00&nbsp;U.S.&nbsp;East&nbsp;time&nbsp;ends&nbsp;on&nbsp;November&nbsp;7,2021.</p><p>So,starting&nbsp;on&nbsp;Monday,March&nbsp;14,the&nbsp;U.S.&nbsp;market&nbsp;will&nbsp;open&nbsp;and&nbsp;close&nbsp;one&nbsp;hour&nbsp;ahead&nbsp;of&nbsp;schedule&nbsp;during&nbsp;north&nbsp;american&nbsp;daylight saving time,i.e.,U.S.&nbsp;trading&nbsp;time&nbsp;will&nbsp;be&nbsp;changed&nbsp;to&nbsp;21:30&nbsp;beijing&nbsp;time&nbsp;to&nbsp;04:00&nbsp;a.m.the&nbsp;next&nbsp;day,pre-trade&nbsp;time&nbsp;will&nbsp;be&nbsp;16:00&nbsp;to&nbsp;21:30,after-trade&nbsp;time&nbsp;will&nbsp;be&nbsp;04:00&nbsp;to&nbsp;8:00.</p><p><b>What is daylight saving time?</b></p><p>The DST is the practice of moving clocks forward by one hour during summer months so that daylight lasts longer into evening. Most of North America and Europe follows the custom, while the majority of countries elsewhere do not.</p><p>Hawaii, American Samoa, Guam, Puerto Rico, the US Virgin Islands and most of Arizona don’t observe daylight saving time. It’s incumbent to stick with the status quo.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US Daylight Saving Time</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS Daylight Saving Time\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-03-11 16:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>From&nbsp;02:00&nbsp;U.S.&nbsp;East&nbsp;time&nbsp;March&nbsp;14(this&nbsp;Sunday),the&nbsp;North America&nbsp;region&nbsp;entered&nbsp;daylight saving&nbsp;time,until&nbsp;02:00&nbsp;U.S.&nbsp;East&nbsp;time&nbsp;ends&nbsp;on&nbsp;November&nbsp;7,2021.</p><p>So,starting&nbsp;on&nbsp;Monday,March&nbsp;14,the&nbsp;U.S.&nbsp;market&nbsp;will&nbsp;open&nbsp;and&nbsp;close&nbsp;one&nbsp;hour&nbsp;ahead&nbsp;of&nbsp;schedule&nbsp;during&nbsp;north&nbsp;american&nbsp;daylight saving time,i.e.,U.S.&nbsp;trading&nbsp;time&nbsp;will&nbsp;be&nbsp;changed&nbsp;to&nbsp;21:30&nbsp;beijing&nbsp;time&nbsp;to&nbsp;04:00&nbsp;a.m.the&nbsp;next&nbsp;day,pre-trade&nbsp;time&nbsp;will&nbsp;be&nbsp;16:00&nbsp;to&nbsp;21:30,after-trade&nbsp;time&nbsp;will&nbsp;be&nbsp;04:00&nbsp;to&nbsp;8:00.</p><p><b>What is daylight saving time?</b></p><p>The DST is the practice of moving clocks forward by one hour during summer months so that daylight lasts longer into evening. Most of North America and Europe follows the custom, while the majority of countries elsewhere do not.</p><p>Hawaii, American Samoa, Guam, Puerto Rico, the US Virgin Islands and most of Arizona don’t observe daylight saving time. It’s incumbent to stick with the status quo.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199156489","content_text":"From 02:00 U.S. East time March 14(this Sunday),the North America region entered daylight saving time,until 02:00 U.S. East time ends on November 7,2021.So,starting on Monday,March 14,the U.S. market will open and close one hour ahead of schedule during north american daylight saving time,i.e.,U.S. trading time will be changed to 21:30 beijing time to 04:00 a.m.the next day,pre-trade time will be 16:00 to 21:30,after-trade time will be 04:00 to 8:00.What is daylight saving time?The DST is the practice of moving clocks forward by one hour during summer months so that daylight lasts longer into evening. Most of North America and Europe follows the custom, while the majority of countries elsewhere do not.Hawaii, American Samoa, Guam, Puerto Rico, the US Virgin Islands and most of Arizona don’t observe daylight saving time. It’s incumbent to stick with the status quo.","news_type":1,"symbols_score_info":{".SPX":0.9,".IXIC":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":577,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":370033255,"gmtCreate":1618535098377,"gmtModify":1704712326146,"author":{"id":"3573989283625538","authorId":"3573989283625538","name":"tingshen96","avatar":"https://static.tigerbbs.com/86cb9fa98664959cf41a27e99f13b9f2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573989283625538","idStr":"3573989283625538"},"themes":[],"htmlText":"H","listText":"H","text":"H","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/370033255","repostId":"2127843638","repostType":2,"repost":{"id":"2127843638","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":1618534346,"share":"https://ttm.financial/m/news/2127843638?lang=en_US&edition=fundamental","pubTime":"2021-04-16 08:52","market":"us","language":"en","title":"Investor Einhorn says Palihapitiya, Musk poured 'jet fuel' on GameStop","url":"https://stock-news.laohu8.com/highlight/detail?id=2127843638","media":"Reuters","summary":"BOSTON (Reuters) - Investor David Einhorn said on Thursday that prominent venture capitalist Chamath","content":"<p>BOSTON (Reuters) - Investor David Einhorn said on Thursday that prominent venture capitalist Chamath Palihapitiya and entrepreneur Elon Musk threw \"jet fuel\" on the GameStop Corp(GME.N)trading frenzy in January when the video retailer's shares rose by 2,000% and later prompted a hearing in U.S. Congress.</p>\n<p>Einhorn, who runs hedge fund Greenlight Capital, also said U.S. lawmakers seeking answers to how day traders were able to wrest control of GameStop's share price from established hedge funds should probe regulators instead of investors.</p>\n<p>Amateur investors organized on social media sites such as Reddit staged a stubborn buying spree three months ago, winning out over Wall Street hedge funds that had shorted GameStop's shares or bet that the price would fall.</p>\n<p>The wild price swings caused heavy losses for hedge fund Melvin Capital, among others. U.S. lawmakers reacted by organizing a U.S. House of Representatives hearing in February where they quizzed hedge funds, a day trader and the chief of the online trading app Robinhood.</p>\n<p>Einhorn on Thursday blamed Palihapitiya and Tesla Inc's(TSLA.O)CEO, Musk, for throwing what he called \"jet fuel on the GME squeeze.\" His comments appeared in a quarterly letter to Greenlight Capital investors which was seen by Reuters.</p>\n<p>Representatives for Palihapitiya and Musk did not immediately respond to requests for comment.</p>\n<p>Einhorn said it is appropriate for investors to discuss stocks.</p>\n<p>\"Investors discussing why they think GameStop (or any other stock) should go up or down ought to be encouraged,\" he wrote. \"There is no reason to drag anyone before Congress for making a stock pick.\"</p>\n<p>Einhorn said Palihapitiya, who appeared on TV in late January and dismissed criticism of day traders, might have been trying to harm Robinhood because it competes with fintech startup SoFi, which was backed by Palihapitiya.</p>\n<p>And Musk, whose Tesla shares Einhorn has long bet against, waded in to the drama by tweeting \"Gamestonk!!\" and adding a link to the Reddit forum where day traders were discussing GameStop.</p>\n<p>\"If regulators wanted Elon Musk to stop manipulating stocks, they should have done so with more than a light slap on the wrist when they accused him of manipulating Tesla's shares in 2018,\" Einhorn wrote.</p>\n<p>Einhorn said if lawmakers wanted to understand \"why GameStop did what it did ... it would be better to call to account the absentee regulators and their philosophical backers.\"</p>\n<p>He told investors that his Greenlight Capital Funds were essentially flat in the first quarter, inching down 0.1%, while the S&amp;P500 index&nbsp;gained 6.2%</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Investor Einhorn says Palihapitiya, Musk poured 'jet fuel' on GameStop</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\">\nInvestor Einhorn says Palihapitiya, Musk poured 'jet fuel' on GameStop\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-04-16 08:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>BOSTON (Reuters) - Investor David Einhorn said on Thursday that prominent venture capitalist Chamath Palihapitiya and entrepreneur Elon Musk threw \"jet fuel\" on the GameStop Corp(GME.N)trading frenzy in January when the video retailer's shares rose by 2,000% and later prompted a hearing in U.S. Congress.</p>\n<p>Einhorn, who runs hedge fund Greenlight Capital, also said U.S. lawmakers seeking answers to how day traders were able to wrest control of GameStop's share price from established hedge funds should probe regulators instead of investors.</p>\n<p>Amateur investors organized on social media sites such as Reddit staged a stubborn buying spree three months ago, winning out over Wall Street hedge funds that had shorted GameStop's shares or bet that the price would fall.</p>\n<p>The wild price swings caused heavy losses for hedge fund Melvin Capital, among others. U.S. lawmakers reacted by organizing a U.S. House of Representatives hearing in February where they quizzed hedge funds, a day trader and the chief of the online trading app Robinhood.</p>\n<p>Einhorn on Thursday blamed Palihapitiya and Tesla Inc's(TSLA.O)CEO, Musk, for throwing what he called \"jet fuel on the GME squeeze.\" His comments appeared in a quarterly letter to Greenlight Capital investors which was seen by Reuters.</p>\n<p>Representatives for Palihapitiya and Musk did not immediately respond to requests for comment.</p>\n<p>Einhorn said it is appropriate for investors to discuss stocks.</p>\n<p>\"Investors discussing why they think GameStop (or any other stock) should go up or down ought to be encouraged,\" he wrote. \"There is no reason to drag anyone before Congress for making a stock pick.\"</p>\n<p>Einhorn said Palihapitiya, who appeared on TV in late January and dismissed criticism of day traders, might have been trying to harm Robinhood because it competes with fintech startup SoFi, which was backed by Palihapitiya.</p>\n<p>And Musk, whose Tesla shares Einhorn has long bet against, waded in to the drama by tweeting \"Gamestonk!!\" and adding a link to the Reddit forum where day traders were discussing GameStop.</p>\n<p>\"If regulators wanted Elon Musk to stop manipulating stocks, they should have done so with more than a light slap on the wrist when they accused him of manipulating Tesla's shares in 2018,\" Einhorn wrote.</p>\n<p>Einhorn said if lawmakers wanted to understand \"why GameStop did what it did ... it would be better to call to account the absentee regulators and their philosophical backers.\"</p>\n<p>He told investors that his Greenlight Capital Funds were essentially flat in the first quarter, inching down 0.1%, while the S&amp;P500 index&nbsp;gained 6.2%</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","GME":"游戏驿站"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2127843638","content_text":"BOSTON (Reuters) - Investor David Einhorn said on Thursday that prominent venture capitalist Chamath Palihapitiya and entrepreneur Elon Musk threw \"jet fuel\" on the GameStop Corp(GME.N)trading frenzy in January when the video retailer's shares rose by 2,000% and later prompted a hearing in U.S. Congress.\nEinhorn, who runs hedge fund Greenlight Capital, also said U.S. lawmakers seeking answers to how day traders were able to wrest control of GameStop's share price from established hedge funds should probe regulators instead of investors.\nAmateur investors organized on social media sites such as Reddit staged a stubborn buying spree three months ago, winning out over Wall Street hedge funds that had shorted GameStop's shares or bet that the price would fall.\nThe wild price swings caused heavy losses for hedge fund Melvin Capital, among others. U.S. lawmakers reacted by organizing a U.S. House of Representatives hearing in February where they quizzed hedge funds, a day trader and the chief of the online trading app Robinhood.\nEinhorn on Thursday blamed Palihapitiya and Tesla Inc's(TSLA.O)CEO, Musk, for throwing what he called \"jet fuel on the GME squeeze.\" His comments appeared in a quarterly letter to Greenlight Capital investors which was seen by Reuters.\nRepresentatives for Palihapitiya and Musk did not immediately respond to requests for comment.\nEinhorn said it is appropriate for investors to discuss stocks.\n\"Investors discussing why they think GameStop (or any other stock) should go up or down ought to be encouraged,\" he wrote. \"There is no reason to drag anyone before Congress for making a stock pick.\"\nEinhorn said Palihapitiya, who appeared on TV in late January and dismissed criticism of day traders, might have been trying to harm Robinhood because it competes with fintech startup SoFi, which was backed by Palihapitiya.\nAnd Musk, whose Tesla shares Einhorn has long bet against, waded in to the drama by tweeting \"Gamestonk!!\" and adding a link to the Reddit forum where day traders were discussing GameStop.\n\"If regulators wanted Elon Musk to stop manipulating stocks, they should have done so with more than a light slap on the wrist when they accused him of manipulating Tesla's shares in 2018,\" Einhorn wrote.\nEinhorn said if lawmakers wanted to understand \"why GameStop did what it did ... it would be better to call to account the absentee regulators and their philosophical backers.\"\nHe told investors that his Greenlight Capital Funds were essentially flat in the first quarter, inching down 0.1%, while the S&P500 index gained 6.2%","news_type":1,"symbols_score_info":{"GME":0.9,"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":832,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":324478778,"gmtCreate":1616028198994,"gmtModify":1704789881884,"author":{"id":"3573989283625538","authorId":"3573989283625538","name":"tingshen96","avatar":"https://static.tigerbbs.com/86cb9fa98664959cf41a27e99f13b9f2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573989283625538","idStr":"3573989283625538"},"themes":[],"htmlText":"Comment me","listText":"Comment me","text":"Comment me","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/324478778","repostId":"1139841674","repostType":4,"repost":{"id":"1139841674","kind":"news","pubTimestamp":1616027519,"share":"https://ttm.financial/m/news/1139841674?lang=en_US&edition=fundamental","pubTime":"2021-03-18 08:31","market":"us","language":"en","title":"Boeing Faces New Hurdle in Delivering Dreamliners","url":"https://stock-news.laohu8.com/highlight/detail?id=1139841674","media":"The Wall Street Journal","summary":"FAA to perform pre-delivery safety checks on some 787 Dreamliners, rather than letting Boeing sign o","content":"<p>FAA to perform pre-delivery safety checks on some 787 Dreamliners, rather than letting Boeing sign off on new jets, amid tighter regulatory scrutiny</p>\n<p>Federal air-safety regulators have stripped Boeing Co. ’s authority to inspect and sign off on several newly produced 787 Dreamliners, part of heightened scrutiny of production problems that have halted deliveries of the popular wide-body jets.</p>\n<p>The Federal Aviation Administration said its inspectors, rather than the plane maker’s, would perform routine pre-delivery safety checks of four Dreamliners that Boeing has been unable for months to hand over to its airline customers while it grapples with various quality lapses.</p>\n<p>The agency has long empowered Boeing to perform the final safety signoffs on the FAA’s behalf, allowing it to issue what are known as airworthiness certificates needed to hand over new jets to airlines. The FAA said it has withheld the same authority on some of the planes in previous years to keep inspectors’ skills current.</p>\n<p>Now, the FAA said its move to withhold final-approval authority was part of a broader set of actions directed at Boeing’s 787 production issues. A spokesman said the agency could decide to have its own inspectors sign off on more Dreamliners. “We can extend the retention to other 787 aircraft if we see the need,” he said.</p>\n<p>A Boeing spokesman said Wednesday that the company has engaged the FAA throughout its efforts to resume Dreamliner deliveries and would follow the agency’s direction on final approvals as it has in the past. The spokesman said Boeing was “encouraged by the progress our team is making” on restarting the deliveries.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Boeing Faces New Hurdle in Delivering Dreamliners</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\">\nBoeing Faces New Hurdle in Delivering Dreamliners\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-18 08:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wsj.com/articles/boeing-faces-new-hurdle-in-delivering-dreamliners-11616018860?mod=hp_lead_pos11><strong>The Wall Street Journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>FAA to perform pre-delivery safety checks on some 787 Dreamliners, rather than letting Boeing sign off on new jets, amid tighter regulatory scrutiny\nFederal air-safety regulators have stripped Boeing ...</p>\n\n<a href=\"https://www.wsj.com/articles/boeing-faces-new-hurdle-in-delivering-dreamliners-11616018860?mod=hp_lead_pos11\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BA":"波音"},"source_url":"https://www.wsj.com/articles/boeing-faces-new-hurdle-in-delivering-dreamliners-11616018860?mod=hp_lead_pos11","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139841674","content_text":"FAA to perform pre-delivery safety checks on some 787 Dreamliners, rather than letting Boeing sign off on new jets, amid tighter regulatory scrutiny\nFederal air-safety regulators have stripped Boeing Co. ’s authority to inspect and sign off on several newly produced 787 Dreamliners, part of heightened scrutiny of production problems that have halted deliveries of the popular wide-body jets.\nThe Federal Aviation Administration said its inspectors, rather than the plane maker’s, would perform routine pre-delivery safety checks of four Dreamliners that Boeing has been unable for months to hand over to its airline customers while it grapples with various quality lapses.\nThe agency has long empowered Boeing to perform the final safety signoffs on the FAA’s behalf, allowing it to issue what are known as airworthiness certificates needed to hand over new jets to airlines. The FAA said it has withheld the same authority on some of the planes in previous years to keep inspectors’ skills current.\nNow, the FAA said its move to withhold final-approval authority was part of a broader set of actions directed at Boeing’s 787 production issues. A spokesman said the agency could decide to have its own inspectors sign off on more Dreamliners. “We can extend the retention to other 787 aircraft if we see the need,” he said.\nA Boeing spokesman said Wednesday that the company has engaged the FAA throughout its efforts to resume Dreamliner deliveries and would follow the agency’s direction on final approvals as it has in the past. The spokesman said Boeing was “encouraged by the progress our team is making” on restarting the deliveries.","news_type":1,"symbols_score_info":{"BA":0.9}},"isVote":1,"tweetType":1,"viewCount":531,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3572249185724220","authorId":"3572249185724220","name":"xoxoll","avatar":"https://static.tigerbbs.com/8ed65c2962af2a6fbd414f4d6fe9e378","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"3572249185724220","idStr":"3572249185724220"},"content":"Help Me like And comment","text":"Help Me like And comment","html":"Help Me like And comment"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":321918747,"gmtCreate":1615388556889,"gmtModify":1704782112877,"author":{"id":"3573989283625538","authorId":"3573989283625538","name":"tingshen96","avatar":"https://static.tigerbbs.com/86cb9fa98664959cf41a27e99f13b9f2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573989283625538","idStr":"3573989283625538"},"themes":[],"htmlText":"Bubble?","listText":"Bubble?","text":"Bubble?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/321918747","repostId":"1117878459","repostType":4,"repost":{"id":"1117878459","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1615387693,"share":"https://ttm.financial/m/news/1117878459?lang=en_US&edition=fundamental","pubTime":"2021-03-10 22:48","market":"us","language":"en","title":"EV  Stocks are blazing hot, once again","url":"https://stock-news.laohu8.com/highlight/detail?id=1117878459","media":"老虎资讯综合","summary":"Nio&nbsp;up&nbsp;6.87%,Xpeng Motors&nbsp;up&nbsp;5.61%, Li Auto&nbsp;up&nbsp;4.25%&nbsp;and&nbsp;Tesla&nbsp;up&nbsp;4.41%.","content":"<p>Nio&nbsp;up&nbsp;6.87%,Xpeng Motors&nbsp;up&nbsp;5.61%, Li Auto&nbsp;up&nbsp;4.25%&nbsp;and&nbsp;Tesla&nbsp;up&nbsp;4.41%.</p>\n<p><img src=\"https://static.tigerbbs.com/70b93be4ff8f47a04153fd85595ce8af\" tg-width=\"370\" tg-height=\"234\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>EV  Stocks are blazing hot, once again</title>\n<style 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Motors&nbsp;up&nbsp;5.61%, Li Auto&nbsp;up&nbsp;4.25%&nbsp;and&nbsp;Tesla&nbsp;up&nbsp;4.41%.</p>\n<p><img src=\"https://static.tigerbbs.com/70b93be4ff8f47a04153fd85595ce8af\" tg-width=\"370\" tg-height=\"234\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","LI":"理想汽车","XPEV":"小鹏汽车","NIO":"蔚来"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117878459","content_text":"Nio up 6.87%,Xpeng Motors up 5.61%, Li Auto up 4.25% and Tesla up 4.41%.","news_type":1,"symbols_score_info":{"TSLA":0.9,"NIO":0.9,"LI":0.9,"XPEV":0.9}},"isVote":1,"tweetType":1,"viewCount":525,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":155179819,"gmtCreate":1625395226731,"gmtModify":1703741234239,"author":{"id":"3573989283625538","authorId":"3573989283625538","name":"tingshen96","avatar":"https://static.tigerbbs.com/86cb9fa98664959cf41a27e99f13b9f2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573989283625538","idStr":"3573989283625538"},"themes":[],"htmlText":"Hhhhhjj fuk u","listText":"Hhhhhjj fuk u","text":"Hhhhhjj fuk 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23:35","market":"us","language":"en","title":"Palantir plunged more than 13%","url":"https://stock-news.laohu8.com/highlight/detail?id=1169596583","media":"老虎资讯综合","summary":"(March 5)&nbsp;Palantir plunged more than 13%.","content":"<p>(March 5)&nbsp;Palantir plunged more than 13%.</p><p><img src=\"https://static.tigerbbs.com/13f756ec57cca85c31b6be070941d7c1\" tg-width=\"1059\" tg-height=\"499\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir plunged more than 13%</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; 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13%.</p><p><img src=\"https://static.tigerbbs.com/13f756ec57cca85c31b6be070941d7c1\" tg-width=\"1059\" tg-height=\"499\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169596583","content_text":"(March 5) Palantir plunged more than 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technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1614642551,"share":"https://ttm.financial/m/news/2116207550?lang=en_US&edition=fundamental","pubTime":"2021-03-02 07:49","market":"us","language":"en","title":"Zoom Video Communications Reports Q4 EPS Of $0.87","url":"https://stock-news.laohu8.com/highlight/detail?id=2116207550","media":"Reuters","summary":"March 1 (Reuters) - Zoom Video Communications Inc :\n* ZOOM VIDEO COMMUNICATIONS REPORTS FOURTH QUART","content":"<p>March 1 (Reuters) - <a href=\"https://laohu8.com/S/ZM\">Zoom</a> Video Communications Inc :</p>\n<p>* ZOOM VIDEO COMMUNICATIONS REPORTS FOURTH QUARTER AND FISCAL YEAR 2021 FINANCIAL RESULTS</p>\n<p>* Q4 REVENUE $882.5 MILLION VERSUS REFINITIV IBES ESTIMATE OF $811.8 MILLION</p>\n<p>* SEES Q1 NON-GAAP EARNINGS PER SHARE $0.95 TO $0.97</p>\n<p>* SEES FY NON-GAAP EARNINGS PER SHARE $3.59 TO $3.65</p>\n<p>* Q4 GAAP EARNINGS PER SHARE $0.87</p>\n<p>* Q4 EARNINGS PER SHARE ESTIMATE $0.79 -- REFINITIV IBES DATA</p>\n<p>* FOR Q4, GAAP OPERATING MARGIN WAS 29.0% AND NON-GAAP OPERATING MARGIN WAS 40.9%</p>\n<p>* Q1 FISCAL YEAR 2022 TOTAL REVENUE IS EXPECTED TO BE BETWEEN $900.0 MILLION AND $905.0 MILLION</p>\n<p>* FULL FISCAL YEAR 2022 TOTAL REVENUE IS EXPECTED TO BE BETWEEN $3.760 BILLION AND $3.780 BILLION</p>\n<p>* QTRLY NON-GAAP NET INCOME PER SHARE - DILUTED $1.22</p>\n<p>* Q1 EARNINGS PER SHARE VIEW $0.72, REVENUE VIEW $829.1 MILLION -- REFINITIV IBES DATA</p>\n<p>* FY2022 EARNINGS PER SHARE VIEW $2.96, REVENUE VIEW $3.56 BILLION -- REFINITIV IBES DATA</p>\n<p>* AT END OF Q4 2021, ZOOM HAD ABOUT 467,100 CUSTOMERS WITH MORE THAN 10 EMPLOYEES, UP ABOUT 470% FROM SAME QUARTER LAST FY</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Zoom Video Communications Reports Q4 EPS Of $0.87</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\">\nZoom Video Communications Reports Q4 EPS Of $0.87\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-03-02 07:49</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>March 1 (Reuters) - <a href=\"https://laohu8.com/S/ZM\">Zoom</a> Video Communications Inc :</p>\n<p>* ZOOM VIDEO COMMUNICATIONS REPORTS FOURTH QUARTER AND FISCAL YEAR 2021 FINANCIAL RESULTS</p>\n<p>* Q4 REVENUE $882.5 MILLION VERSUS REFINITIV IBES ESTIMATE OF $811.8 MILLION</p>\n<p>* SEES Q1 NON-GAAP EARNINGS PER SHARE $0.95 TO $0.97</p>\n<p>* SEES FY NON-GAAP EARNINGS PER SHARE $3.59 TO $3.65</p>\n<p>* Q4 GAAP EARNINGS PER SHARE $0.87</p>\n<p>* Q4 EARNINGS PER SHARE ESTIMATE $0.79 -- REFINITIV IBES DATA</p>\n<p>* FOR Q4, GAAP OPERATING MARGIN WAS 29.0% AND NON-GAAP OPERATING MARGIN WAS 40.9%</p>\n<p>* Q1 FISCAL YEAR 2022 TOTAL REVENUE IS EXPECTED TO BE BETWEEN $900.0 MILLION AND $905.0 MILLION</p>\n<p>* FULL FISCAL YEAR 2022 TOTAL REVENUE IS EXPECTED TO BE BETWEEN $3.760 BILLION AND $3.780 BILLION</p>\n<p>* QTRLY NON-GAAP NET INCOME PER SHARE - DILUTED $1.22</p>\n<p>* Q1 EARNINGS PER SHARE VIEW $0.72, REVENUE VIEW $829.1 MILLION -- REFINITIV IBES DATA</p>\n<p>* FY2022 EARNINGS PER SHARE VIEW $2.96, REVENUE VIEW $3.56 BILLION -- REFINITIV IBES DATA</p>\n<p>* AT END OF Q4 2021, ZOOM HAD ABOUT 467,100 CUSTOMERS WITH MORE THAN 10 EMPLOYEES, UP ABOUT 470% FROM SAME QUARTER LAST FY</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ZM":"Zoom"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2116207550","content_text":"March 1 (Reuters) - Zoom Video Communications Inc :\n* ZOOM VIDEO COMMUNICATIONS REPORTS FOURTH QUARTER AND FISCAL YEAR 2021 FINANCIAL RESULTS\n* Q4 REVENUE $882.5 MILLION VERSUS REFINITIV IBES ESTIMATE OF $811.8 MILLION\n* SEES Q1 NON-GAAP EARNINGS PER SHARE $0.95 TO $0.97\n* SEES FY NON-GAAP EARNINGS PER SHARE $3.59 TO $3.65\n* Q4 GAAP EARNINGS PER SHARE $0.87\n* Q4 EARNINGS PER SHARE ESTIMATE $0.79 -- REFINITIV IBES DATA\n* FOR Q4, GAAP OPERATING MARGIN WAS 29.0% AND NON-GAAP OPERATING MARGIN WAS 40.9%\n* Q1 FISCAL YEAR 2022 TOTAL REVENUE IS EXPECTED TO BE BETWEEN $900.0 MILLION AND $905.0 MILLION\n* FULL FISCAL YEAR 2022 TOTAL REVENUE IS EXPECTED TO BE BETWEEN $3.760 BILLION AND $3.780 BILLION\n* QTRLY NON-GAAP NET INCOME PER SHARE - DILUTED $1.22\n* Q1 EARNINGS PER SHARE VIEW $0.72, REVENUE VIEW $829.1 MILLION -- REFINITIV IBES DATA\n* FY2022 EARNINGS PER SHARE VIEW $2.96, REVENUE VIEW $3.56 BILLION -- REFINITIV IBES DATA\n* AT END OF Q4 2021, ZOOM HAD ABOUT 467,100 CUSTOMERS WITH MORE THAN 10 EMPLOYEES, UP ABOUT 470% FROM SAME QUARTER LAST FY","news_type":1,"symbols_score_info":{"ZM":0.9}},"isVote":1,"tweetType":1,"viewCount":532,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":366210838,"gmtCreate":1614486292624,"gmtModify":1704772029373,"author":{"id":"3573989283625538","authorId":"3573989283625538","name":"tingshen96","avatar":"https://static.tigerbbs.com/86cb9fa98664959cf41a27e99f13b9f2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573989283625538","idStr":"3573989283625538"},"themes":[],"htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/366210838","repostId":"1117820997","repostType":4,"isVote":1,"tweetType":1,"viewCount":419,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":166360019,"gmtCreate":1623992050831,"gmtModify":1703825962012,"author":{"id":"3573989283625538","authorId":"3573989283625538","name":"tingshen96","avatar":"https://static.tigerbbs.com/86cb9fa98664959cf41a27e99f13b9f2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573989283625538","idStr":"3573989283625538"},"themes":[],"htmlText":"G","listText":"G","text":"G","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/166360019","repostId":"1168762020","repostType":4,"repost":{"id":"1168762020","kind":"news","pubTimestamp":1623988654,"share":"https://ttm.financial/m/news/1168762020?lang=en_US&edition=fundamental","pubTime":"2021-06-18 11:57","market":"us","language":"en","title":"ASML: The Market Could Be Underestimating Its Potential","url":"https://stock-news.laohu8.com/highlight/detail?id=1168762020","media":"seekingalpha","summary":"Summary\n\nThe Semiconductor sector is forecasted to grow at a CAGR of 8.6% through 2028.\nDUV lithogra","content":"<p><b>Summary</b></p>\n<ul>\n <li>The Semiconductor sector is forecasted to grow at a CAGR of 8.6% through 2028.</li>\n <li>DUV lithography is forecasted to grow at a CAGR of 8.4% through 2025 with EUV lithography forecasted to grow at a CAGR of 12% through 2027.</li>\n <li>ASML holds a monopoly within EUV and faces very limited competition within DUV, both platforms absolutely vital for the semiconductor manufacturing process.</li>\n <li>A true innovator, ASML commands an outstanding position and growth outlook but the stock market has long since recognized the potential.</li>\n <li>Existing shareholders do well for themselves in just enjoying the ride, but there is little margin of safety left for prospective shareholders who might dip their toes into the water through dollar-cost averaging to benefit from the strong tailwinds powering ASML.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/44b5f81c309842f14fe1adffe3d6c9ca\" tg-width=\"768\" tg-height=\"432\"><span>MACRO PHOTO/iStock via Getty ImagesInvestment Thesis</span></p>\n<p>ASML Holding (ASML) commands a market position like no one else with not a competitor in sight for its most advanced technological platform, EUV lithography. Similarly, it faces very limited competition within DUV, both platforms vital for semiconductor manufacturing. The household names within the semiconductor industry belong to the manufacturers, but the machinery providers, such as ASML, command very strong moats through extensive technological knowledge and strong process knowledge leaving all potential competitors years behind if they should ever try to compete.</p>\n<p>It's hard to think of a better competitive situation, especially when operating in a sector forecasted to grow well above general GDP for many years to come. However, the market has long since recognized ASML's outstanding potential and potential journey, but still, it could be underestimating the potential.</p>\n<p><b>Introduction</b></p>\n<p>I recently wrote an article concerning how youcan’t own too much semiconductor exposure. Having decomposed the value chain for semiconductor manufacturing, I received a number of questions concerning ASML in the comment sections and decided to conduct this follow-up. I’ve selected ASML due to its unique marketplace position and potential.</p>\n<p>Personally I have exposure to the manufacturing level of the semiconductor value chain through shares in both Texas Instruments Incorporated (TXN) and Broadcom Inc. (AVGO), but venturing further back into the value chain, and investors can be allowed to invest in a broader manner into the industry, as the suppliers of machinery and software obtain a broader exposure to most of the manufacturers making it immensely interesting as you can adopt the mantra of “I don’t really mind who wins, as long as they are racing”. As such, potential exposure upstream in the value chain carries great interest.</p>\n<p><b>The Marketplace and Value Drivers For Years To Come</b></p>\n<p>For ASML followers it’s no surprise at this point, but ASML is dominant within the product offering that will drive its revenue for the coming decade, EUV (Extreme ultraviolet lithography) technology. My personal take is that it is hard to find a company in a similarly advantageous competitive position anywhere in any industry. ASML provides equipment for lithography, the art of printing the chip features via light sources, in several light spectrums with its most advanced being EUV which is the next-gen to DUV (deep ultraviolet lithography). For DUV there are competitors albeit ASML has a massive market share above 85%. The difference between DUV and EUV is that EUV operates at a light wavelength almost 15 times smaller than DUV (13.5nm compared to 193nm).</p>\n<p>Actually, the semiconductor manufacturers for the leading edge chips such as 5nm and soon to be 3nm are deeply dependent on the EUV machinery. Without it, it simply wouldn’t be possible. That sounds like a pretty good bargain for those who can manufacture these machines, but there is only one company that is able to do it, and that is ASML. For every generation of new EUV machinery, its yield becomes better with higher throughput and reduced downtime issues, meaning that ASML is effectively lightyears ahead of anyone who would try to pick up the gauntlet and challenge their dominant position.</p>\n<p>This is an industry where everything is about process knowledge. Taiwan Semiconductor (TSM) is able to produce 5nm chips because it was able to produce 7nm, and it will be able to produce 3nm because it can produce 5nm and has done that a million times over which is also why it was so detrimental to Intel Corp (INTC) that it had to acknowledge its persistent issues with the 7nm technology.</p>\n<p>Quite simply, there is no 3nm if you can’t do the 5nm, as also discussed in my previous article. Same goes for ASML as a competitor would be years and years behind ASML if they entered the EUV space as they would struggle with the same issues that have plagued ASML in its early days of EUV more than a decade ago. I’ve included a number of illustrations from their most recent investor day which took place in November 2018, with the next one to take place in September 2021.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/edaa6b5a77f99726bbae61b032b9c208\" tg-width=\"640\" tg-height=\"359\"><span>ASML Investor Day 2018, EUV Products and Business Opportunity, p. 6.</span></p>\n<p>The picture above clearly illustrates the process knowledge having been picked up by ASML throughout its EUV lifetime. This has also translated into better EUV machinery for each new generation as also evident by its productivity improvements. Again, I can’t imagine a more favourable competitive situation for a company, given how much time and capital it would require for a competitor to adopt the EUV technology.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/85913766aea721e218e976e4f73349e5\" tg-width=\"640\" tg-height=\"362\"><span>ASML Investor Day 2018, EUV Products and Business Opportunity, p. 16.</span></p>\n<p>Semiconductor manufacturing is a cutthroat business with heavy R&amp;D spend (it took ASML €6 billion in R&amp;D spend to invent EUV) driving chip improvements according to Moore’s law, meaning that ASML is already working on the next-gen technology, referred to as High NA-EUV. High NA-EUV is still some time away, with the timeline below being slightly outdated, but its technology will significantly improve the EUV platform and power the industry beyond this decade. It takes time to develop the technology, improve yield and reduce downtime, but there is still plenty of opportunities for EUV in terms of marketplace expansion and margin improvement.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7709f0f76b1619a31b32fc3330134005\" tg-width=\"640\" tg-height=\"361\"><span>ASML Investor Day 2018, EUV Products and Business Opportunity, p. 21.</span></p>\n<p>ASML itself has laid out the expected path in terms of optimised margins through both add-ons facing the buyer side and upstream cost reductions facing their suppliers creating a sweet spot for the company effectively striving to achieve the same profitability profile as for its more mature DUV platform.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/809661531ad423f613fb44c26e0b3352\" tg-width=\"640\" tg-height=\"353\"><span>ASML Investor Day 2018, EUV Products and Business Opportunity, p. 25.</span></p>\n<p>If that wasn’t good enough, then add the fact that the semiconductor industry in general is expected to outpace general GDP for at least until 2028 with a CAGR of 8.6%. Recentcommunicationsby Taiwan Semiconductor, Intel and Samsung Electronics Company (OTC:SSNLF) shows the strength and growth potential for the sector with their combined CAPEX expectations going beyond $200 billion for the coming decade, with a significant chunk of that within the coming years.</p>\n<p>As can be seen in the illustration above, ASML expects increased customer value through upgrades, with their roadmap for DUV serving as an example in terms of how the revenue base could expand over the coming years for EUV as is the case for DUV via what the company has labelled installed base management.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d8ef7940a4b888c50159e5b9db4c0634\" tg-width=\"640\" tg-height=\"362\"><span>ASML Investor Day 2018, DUV Products and Business Opportunity, p. 10.</span></p>\n<p>There is of course always the possibility of a serious contender entering the marketplace in order to try and challenge ASML, but companies have tried to enter the space when the technology was in its infancy having given up, meaning the prime threat would be the emergence of a new lithography technology arriving and doing to EUV what EUV did to DUV. Possible sure, likely, not so much. Just to hammer down the point, I’ve inserted a paragraph from ASML’s own description of how lithography plays its role.</p>\n<blockquote>\n “\n <i>Lithography is a driving force in the creation of more powerful, faster and cheaper chips. The manufacturing of chips becomes increasingly complex as semiconductor feature sizes shrink, while the imperative to mass produce at the right cost remains. Our holistic lithography product portfolio helps to optimize production and enable affordable shrink by integrating lithography systems with computational modeling, as well as metrology and inspection solutions. A lithography system is essentially a projection system. Light is projected through a blueprint of the pattern that will be printed (known as a ‘mask’ or ‘reticle’). With the pattern encoded in the light, the system’s optics shrink and focus the pattern onto a photosensitive silicon wafer. After the pattern is printed, the system moves the wafer slightly and makes another copy on the wafer. This process is repeated until the wafer is covered in patterns, completing one layer of the wafer’s chips. To make an entire microchip, this process is repeated layer after layer, stacking the patterns to create an integrated circuit (IC). The simplest chips have around 10 layers, while the most complex can have over 150 layers. The size of the features to be printed varies depending on the layer, which means that different types of lithography systems are used for different layers – our latest-generation EUV systems for the most critical layers with the smallest features to ArF, KrF, and i-line DUV systems for less critical layers with larger features.</i>”\n <i>ASML Annual Report 2020, The Role Of Lithography, p. 12.</i>\n</blockquote>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fa32572971943844c4e71ddfc77559d6\" tg-width=\"640\" tg-height=\"547\"><span>ASML Annual Report 2020, The Role Of Lithography, p. 12.</span></p>\n<p>I believe most investors are familiar with confirmation bias, and if they aren’t, they should grab a book and educate themselves. Having read through this section, it can easily sound as if I as the author is suffering from confirmation bias given how strongly I’ve advocated for ASML’s position and competitive power. However, I’ve striven towards identifying situations that could severely impact ASML and being honest I can’t find it. There are of course the risks associated with geopolitical tension, which also showed itself in the stock price back in 2016, the risk of supply chain disruption as is currently transpiring across the industry and competition for talent. These are touched upon by the company itself in their annual report 2020 p. 21 and no industry comes without potential risks.</p>\n<p>So, to sum it all up:</p>\n<ul>\n <li>ASML has pioneered EUV lithography, with no competitors in sight</li>\n <li>EUV will enable the continuation of Moore’s Law and will drive long term value for ASML and its customers well into this decade</li>\n <li>The semiconductor sector forecasted to grow at CAGR of 8.6% through 2028, outpacing general GDP with ASML being a key supplier to the manufacturers (foundries)</li>\n <li>Strong industry CAPEX driving demand for ASML offerings</li>\n <li>The path forward for expanding EUV business in terms of installed base management, margins improvement and manufacturer dependency on EUV machinery for leading edge chips</li>\n <li>ASML is a crucial player for leading edge chip manufacturing</li>\n</ul>\n<p>Sounds pretty good to me.</p>\n<p>The Financial Performance and Development</p>\n<p>ASML is doing well for itself as evident by the illustration below.</p>\n<ul>\n <li>Strong revenue growth</li>\n <li>Strong margin expansion</li>\n <li>Strong improvement in free cash flow</li>\n <li>Impressive operational improvements strengthening its moat through increased R&amp;D spend and IP portfolio</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7900753b1857ac9ad6fc705b9baad563\" tg-width=\"640\" tg-height=\"414\"><span>Annual Report 2020, p 7.</span></p>\n<p>This was followed by a strong Q1-2021 performance with mouth-watering financials on both top and bottom line. However, for their Q2-2021 performance they are guiding for slightly lower revenue expansion at €4.1 billion with a gross margin of 49%, which is still above the long term average but closer to it. There is however no denying that the company is thriving in the current environment.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/60ea4dedde41a918bd9e1fd307a9531f\" tg-width=\"640\" tg-height=\"356\"><span>ASML 2021 First-Quarter, p. 14.</span></p>\n<p>An interesting detail is the development within the installed base management as illustrated earlier in the article. The company is delivering on its promise with a strong development within this segment growing 29% YoY from 2019 to 2020, well beyond the total growth of 18%.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c6966dcaf747d226d5de580187d4d3ad\" tg-width=\"640\" tg-height=\"357\"><span>ASML 2021 First-Quarter, p. 8.</span></p>\n<p>The more interesting question however is whether the market estimates are underestimating the potential for ASML. An immensely hard question, but if we give it a look, I personally at least see the possibility of that being the case.</p>\n<p>Are Analyst Consensus Estimates Under- or Over-Estimating ASML’s Potential?</p>\n<p>ASML is well-covered by analysts offering estimates all the way through 2028, but with coverage waning once we go beyond 2025 which is the last year covered by more than one analyst. The current estimates show a revenue CAGR development of 11.1% from 2020 to 2028, but if we remove 2021, which shows stellar growth, the CAGR is 6.5%.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9adf4cebbce28dc7433186b5bd0827e8\" tg-width=\"640\" tg-height=\"377\"><span>Author's Own Creation, Source Seeking Alpha.</span></p>\n<p>Remember the sector as a whole is forecasted to exhibit growth at a CAGR of 8.6% through 2028. These are all estimates which carry great uncertainty with no one able to reliably predict the future. However, it is worth noticing that revenue estimates for ASML are below the sector as a whole if the massive jump from 2020 to 2021 is left out of the equation. Average revenue growth from 2026 to 2028 is currently estimated to be 3.5%.</p>\n<p>Considering some of the arguments in favour of why ASML’s outlook could be even more positive:</p>\n<ul>\n <li>General semiconductor industry CAGR 2020-2028 forecasted at 8.6%.</li>\n <li>DUV CAGR 2020-2025forecastedat 8.4%, it is still ASML’s largest product category.</li>\n <li>EUV CAGR 2020-2027forecastedat 12%.</li>\n <li>ASML is a linchpin player to solve chip shortage through technology advancement and its machines define the performance of every electrical gadget we utilise in our daily lives.</li>\n <li>ASML shows progress in its plan to widen the ecosystem for its machinery through \"Installed Base Management\" increasing the total addressable market by upwards of double digits percentage as 2018 sales were 20% installed base management and 2025 estimate is 50%.</li>\n <li>ASML dominates the DUV immersion segment, the part of DUV with high margins as its two solecompetitorsin DUV, Nikon and Canon lack the means and capabilities.</li>\n <li>As the market transitions to EUV, the demand for DUV willfollowas the chip stacking process benefits from both systems through its manufacturing.</li>\n</ul>\n<p>This is without mentioning the potential price increases that could trickle down towards its customers as they could be fighting over ASML’s capacity due to its strong market position of 85% in DUV and monopoly within EUV while also bringing High NA-EUV to market by mid of this decade. Customers today pay roughly $130-150 million for EUV machines, while DUV machines come in at around $100 million. The largest hindrance to ASML overdelivering is its current capacity constraint in terms of ability to deliver EUV systems which is capped somewhere between 40 and 50 systems a year, with the company of course striving to expand that capacity constraint as demand builds up over the years. On the other hand, this could also be a driver for price increases as ASML strives to expand capacity.</p>\n<p>I will not try to construct an even bolder revenue guidance as it’s a cheap shot and frankly, no one has the capacity to accurately forecast if the current expectations will stand or whether they are too positive or negative. I just want to highlight that with everything going on and ASML’s market position in mind, I don’t consider it unreasonable that the company will do even better than currently anticipated.</p>\n<p><b>Valuation</b></p>\n<p>The stock price is an inch away from its 52-week high and has been on a tear since the beginning of 2020, really taking off since October 2020 from which it has doubled since.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/472c0e2f540c1d4ee2a7bbaec09379c0\" tg-width=\"635\" tg-height=\"453\"><span>Data by YCharts</span></p>\n<p>Market cap has exploded with all other parameters left in its wake having seen a significant expansion in price-earnings ratio despite a strong improvement in EPS and revenue. The stock market has long since recognised the story and potential of ASML with the Wall Street analyst target currently at $722 per share. Fair to say, there is no margin of safety if the analysts are correct in the predictions. Interestingly, out of the 30 analysts offering a price target, the percentage who are very bullish hasn’t been higher since 2016 with 56% stating a very bullish opinion. There is a mental exercise in staying cautious in terms of believing in such statements, not least because the stock has only known one direction for the last couple of years – upwards.</p>\n<p>The significance of the expansion in typical ratios is evident when considered over a five-year horizon as shown below. Both P/E and P/S have expanded massively standing at 55 and 15.7 respectively. However, the company is in a very different place compared to three years ago.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c691d4662a793b5de150add67a3a4e11\" tg-width=\"635\" tg-height=\"419\"><span>Data by YCharts</span></p>\n<p>Revenue is growing significantly faster than previously with gross margin and free cash flow also having improved. Due to this positive development, ASML is also returning plenty of capital to its shareholders with a share buyback program of €10 billion for 2021, which unfortunately only translates to a reduction of 0.5% of the current float.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7341584d3ba7b1db51e1eef3c4bdaccd\" tg-width=\"635\" tg-height=\"436\"><span>Data by YCharts</span></p>\n<p>The strong belief in ASML going forward is also clearly illustrated by the estimates for the coming years, which throughout the most recent years has been steadily climbing due to the company’s strong portfolio and market dominance.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b262aeeb8d75114dbc3e45bf9464c830\" tg-width=\"635\" tg-height=\"419\"><span>Data by YCharts</span></p>\n<p>With all that said, I believe that current shareholders do well for themselves in holding on to their existing shares as this company has a great outlook. I’ve had my eyes on ASML for the last year, and I’m extremely sad to say I never got around to looking into it properly, but only looked it at from afar and concluded that the stock might be due for a good pullback at one point. Little did I know.</p>\n<p>As Peter Lynch famously said, “Far more money has been lost by investors preparing for corrections, or trying to anticipate corrections, than has been lost in corrections themselves,” as would also be true for someone like me who didn’t act in time. I’m still massively fascinated by ASML’s outlook and potential journey, but at the current price, I remain hesitant about the prospects and the lack of margin of safety.</p>\n<p>There is a lot of potential for ASML to grow into its valuation, and if one is to add that current levels, I’d say dollar-cost averaging is a prudent strategy for the current price, while reserving the possibility to back up the truck for a full load if we see a pullback before end of 2021.</p>\n<p>As can be seen below, it is not uncommon for ASML to experience a 10% setback once or twice a year.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ad90b51964870f5475b596fe16f63317\" tg-width=\"635\" tg-height=\"403\"><span>Data by YCharts</span></p>\n<p><b>Conclusion</b></p>\n<p>ASML is dominant within its two main offerings, the DUV and EUV lithography. Its market is backed by incredibly strong tailwinds as all our gadgets, electrical cars, 5G, datacentres, cloud servers, etc. are heavily reliant on the technology platform offered by ASML. A true innovator with no real competition in sight, feeding machinery and tools to an industry expected to grow at CAGR 8.6% through 2028 with potentially even stronger growth for both its DUV and EUV platforms while also expecting margin expansion.</p>\n<p>There is little evil to be said about ASML, but unfortunately, the stock market has long since recognised its amazing story and potential. With such a strong outlook in sight, existing shareholders do well for themselves in holding onto their shares and just enjoy the journey ahead, but for the prospective shareholders, there appears to be a little margin of safety with the market cap having expanded significantly recently and the stock trading just an inch shy of its 52 week high.</p>\n<p>As Peter Lynch said, “Far more money has been lost by investors preparing for corrections, or trying to anticipate corrections, than has been lost in corrections themselves.” The exact fallacy I’ve fallen victim to as I’ve looked at ASML from afar for quite a while. Despite the recent expansion in market cap and multiples, there could be made a case for current estimates underestimating ASML’s true potential, but any forecast extending 5-10 years into the future comes with extreme uncertainty and guesstimation. As I’ve shown, ASML’s share price is prone to setbacks once or twice a year allowing dollar-cost averaging to serve as a method to acquire exposure to the company slowly building a position along the way.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>ASML: The Market Could Be Underestimating Its Potential</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\">\nASML: The Market Could Be Underestimating Its Potential\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-18 11:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4435422-asml-market-could-be-underestimating-its-potential><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nThe Semiconductor sector is forecasted to grow at a CAGR of 8.6% through 2028.\nDUV lithography is forecasted to grow at a CAGR of 8.4% through 2025 with EUV lithography forecasted to grow at ...</p>\n\n<a href=\"https://seekingalpha.com/article/4435422-asml-market-could-be-underestimating-its-potential\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ASML":"阿斯麦"},"source_url":"https://seekingalpha.com/article/4435422-asml-market-could-be-underestimating-its-potential","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168762020","content_text":"Summary\n\nThe Semiconductor sector is forecasted to grow at a CAGR of 8.6% through 2028.\nDUV lithography is forecasted to grow at a CAGR of 8.4% through 2025 with EUV lithography forecasted to grow at a CAGR of 12% through 2027.\nASML holds a monopoly within EUV and faces very limited competition within DUV, both platforms absolutely vital for the semiconductor manufacturing process.\nA true innovator, ASML commands an outstanding position and growth outlook but the stock market has long since recognized the potential.\nExisting shareholders do well for themselves in just enjoying the ride, but there is little margin of safety left for prospective shareholders who might dip their toes into the water through dollar-cost averaging to benefit from the strong tailwinds powering ASML.\n\nMACRO PHOTO/iStock via Getty ImagesInvestment Thesis\nASML Holding (ASML) commands a market position like no one else with not a competitor in sight for its most advanced technological platform, EUV lithography. Similarly, it faces very limited competition within DUV, both platforms vital for semiconductor manufacturing. The household names within the semiconductor industry belong to the manufacturers, but the machinery providers, such as ASML, command very strong moats through extensive technological knowledge and strong process knowledge leaving all potential competitors years behind if they should ever try to compete.\nIt's hard to think of a better competitive situation, especially when operating in a sector forecasted to grow well above general GDP for many years to come. However, the market has long since recognized ASML's outstanding potential and potential journey, but still, it could be underestimating the potential.\nIntroduction\nI recently wrote an article concerning how youcan’t own too much semiconductor exposure. Having decomposed the value chain for semiconductor manufacturing, I received a number of questions concerning ASML in the comment sections and decided to conduct this follow-up. I’ve selected ASML due to its unique marketplace position and potential.\nPersonally I have exposure to the manufacturing level of the semiconductor value chain through shares in both Texas Instruments Incorporated (TXN) and Broadcom Inc. (AVGO), but venturing further back into the value chain, and investors can be allowed to invest in a broader manner into the industry, as the suppliers of machinery and software obtain a broader exposure to most of the manufacturers making it immensely interesting as you can adopt the mantra of “I don’t really mind who wins, as long as they are racing”. As such, potential exposure upstream in the value chain carries great interest.\nThe Marketplace and Value Drivers For Years To Come\nFor ASML followers it’s no surprise at this point, but ASML is dominant within the product offering that will drive its revenue for the coming decade, EUV (Extreme ultraviolet lithography) technology. My personal take is that it is hard to find a company in a similarly advantageous competitive position anywhere in any industry. ASML provides equipment for lithography, the art of printing the chip features via light sources, in several light spectrums with its most advanced being EUV which is the next-gen to DUV (deep ultraviolet lithography). For DUV there are competitors albeit ASML has a massive market share above 85%. The difference between DUV and EUV is that EUV operates at a light wavelength almost 15 times smaller than DUV (13.5nm compared to 193nm).\nActually, the semiconductor manufacturers for the leading edge chips such as 5nm and soon to be 3nm are deeply dependent on the EUV machinery. Without it, it simply wouldn’t be possible. That sounds like a pretty good bargain for those who can manufacture these machines, but there is only one company that is able to do it, and that is ASML. For every generation of new EUV machinery, its yield becomes better with higher throughput and reduced downtime issues, meaning that ASML is effectively lightyears ahead of anyone who would try to pick up the gauntlet and challenge their dominant position.\nThis is an industry where everything is about process knowledge. Taiwan Semiconductor (TSM) is able to produce 5nm chips because it was able to produce 7nm, and it will be able to produce 3nm because it can produce 5nm and has done that a million times over which is also why it was so detrimental to Intel Corp (INTC) that it had to acknowledge its persistent issues with the 7nm technology.\nQuite simply, there is no 3nm if you can’t do the 5nm, as also discussed in my previous article. Same goes for ASML as a competitor would be years and years behind ASML if they entered the EUV space as they would struggle with the same issues that have plagued ASML in its early days of EUV more than a decade ago. I’ve included a number of illustrations from their most recent investor day which took place in November 2018, with the next one to take place in September 2021.\nASML Investor Day 2018, EUV Products and Business Opportunity, p. 6.\nThe picture above clearly illustrates the process knowledge having been picked up by ASML throughout its EUV lifetime. This has also translated into better EUV machinery for each new generation as also evident by its productivity improvements. Again, I can’t imagine a more favourable competitive situation for a company, given how much time and capital it would require for a competitor to adopt the EUV technology.\nASML Investor Day 2018, EUV Products and Business Opportunity, p. 16.\nSemiconductor manufacturing is a cutthroat business with heavy R&D spend (it took ASML €6 billion in R&D spend to invent EUV) driving chip improvements according to Moore’s law, meaning that ASML is already working on the next-gen technology, referred to as High NA-EUV. High NA-EUV is still some time away, with the timeline below being slightly outdated, but its technology will significantly improve the EUV platform and power the industry beyond this decade. It takes time to develop the technology, improve yield and reduce downtime, but there is still plenty of opportunities for EUV in terms of marketplace expansion and margin improvement.\nASML Investor Day 2018, EUV Products and Business Opportunity, p. 21.\nASML itself has laid out the expected path in terms of optimised margins through both add-ons facing the buyer side and upstream cost reductions facing their suppliers creating a sweet spot for the company effectively striving to achieve the same profitability profile as for its more mature DUV platform.\nASML Investor Day 2018, EUV Products and Business Opportunity, p. 25.\nIf that wasn’t good enough, then add the fact that the semiconductor industry in general is expected to outpace general GDP for at least until 2028 with a CAGR of 8.6%. Recentcommunicationsby Taiwan Semiconductor, Intel and Samsung Electronics Company (OTC:SSNLF) shows the strength and growth potential for the sector with their combined CAPEX expectations going beyond $200 billion for the coming decade, with a significant chunk of that within the coming years.\nAs can be seen in the illustration above, ASML expects increased customer value through upgrades, with their roadmap for DUV serving as an example in terms of how the revenue base could expand over the coming years for EUV as is the case for DUV via what the company has labelled installed base management.\nASML Investor Day 2018, DUV Products and Business Opportunity, p. 10.\nThere is of course always the possibility of a serious contender entering the marketplace in order to try and challenge ASML, but companies have tried to enter the space when the technology was in its infancy having given up, meaning the prime threat would be the emergence of a new lithography technology arriving and doing to EUV what EUV did to DUV. Possible sure, likely, not so much. Just to hammer down the point, I’ve inserted a paragraph from ASML’s own description of how lithography plays its role.\n\n “\n Lithography is a driving force in the creation of more powerful, faster and cheaper chips. The manufacturing of chips becomes increasingly complex as semiconductor feature sizes shrink, while the imperative to mass produce at the right cost remains. Our holistic lithography product portfolio helps to optimize production and enable affordable shrink by integrating lithography systems with computational modeling, as well as metrology and inspection solutions. A lithography system is essentially a projection system. Light is projected through a blueprint of the pattern that will be printed (known as a ‘mask’ or ‘reticle’). With the pattern encoded in the light, the system’s optics shrink and focus the pattern onto a photosensitive silicon wafer. After the pattern is printed, the system moves the wafer slightly and makes another copy on the wafer. This process is repeated until the wafer is covered in patterns, completing one layer of the wafer’s chips. To make an entire microchip, this process is repeated layer after layer, stacking the patterns to create an integrated circuit (IC). The simplest chips have around 10 layers, while the most complex can have over 150 layers. The size of the features to be printed varies depending on the layer, which means that different types of lithography systems are used for different layers – our latest-generation EUV systems for the most critical layers with the smallest features to ArF, KrF, and i-line DUV systems for less critical layers with larger features.”\n ASML Annual Report 2020, The Role Of Lithography, p. 12.\n\nASML Annual Report 2020, The Role Of Lithography, p. 12.\nI believe most investors are familiar with confirmation bias, and if they aren’t, they should grab a book and educate themselves. Having read through this section, it can easily sound as if I as the author is suffering from confirmation bias given how strongly I’ve advocated for ASML’s position and competitive power. However, I’ve striven towards identifying situations that could severely impact ASML and being honest I can’t find it. There are of course the risks associated with geopolitical tension, which also showed itself in the stock price back in 2016, the risk of supply chain disruption as is currently transpiring across the industry and competition for talent. These are touched upon by the company itself in their annual report 2020 p. 21 and no industry comes without potential risks.\nSo, to sum it all up:\n\nASML has pioneered EUV lithography, with no competitors in sight\nEUV will enable the continuation of Moore’s Law and will drive long term value for ASML and its customers well into this decade\nThe semiconductor sector forecasted to grow at CAGR of 8.6% through 2028, outpacing general GDP with ASML being a key supplier to the manufacturers (foundries)\nStrong industry CAPEX driving demand for ASML offerings\nThe path forward for expanding EUV business in terms of installed base management, margins improvement and manufacturer dependency on EUV machinery for leading edge chips\nASML is a crucial player for leading edge chip manufacturing\n\nSounds pretty good to me.\nThe Financial Performance and Development\nASML is doing well for itself as evident by the illustration below.\n\nStrong revenue growth\nStrong margin expansion\nStrong improvement in free cash flow\nImpressive operational improvements strengthening its moat through increased R&D spend and IP portfolio\n\nAnnual Report 2020, p 7.\nThis was followed by a strong Q1-2021 performance with mouth-watering financials on both top and bottom line. However, for their Q2-2021 performance they are guiding for slightly lower revenue expansion at €4.1 billion with a gross margin of 49%, which is still above the long term average but closer to it. There is however no denying that the company is thriving in the current environment.\nASML 2021 First-Quarter, p. 14.\nAn interesting detail is the development within the installed base management as illustrated earlier in the article. The company is delivering on its promise with a strong development within this segment growing 29% YoY from 2019 to 2020, well beyond the total growth of 18%.\nASML 2021 First-Quarter, p. 8.\nThe more interesting question however is whether the market estimates are underestimating the potential for ASML. An immensely hard question, but if we give it a look, I personally at least see the possibility of that being the case.\nAre Analyst Consensus Estimates Under- or Over-Estimating ASML’s Potential?\nASML is well-covered by analysts offering estimates all the way through 2028, but with coverage waning once we go beyond 2025 which is the last year covered by more than one analyst. The current estimates show a revenue CAGR development of 11.1% from 2020 to 2028, but if we remove 2021, which shows stellar growth, the CAGR is 6.5%.\nAuthor's Own Creation, Source Seeking Alpha.\nRemember the sector as a whole is forecasted to exhibit growth at a CAGR of 8.6% through 2028. These are all estimates which carry great uncertainty with no one able to reliably predict the future. However, it is worth noticing that revenue estimates for ASML are below the sector as a whole if the massive jump from 2020 to 2021 is left out of the equation. Average revenue growth from 2026 to 2028 is currently estimated to be 3.5%.\nConsidering some of the arguments in favour of why ASML’s outlook could be even more positive:\n\nGeneral semiconductor industry CAGR 2020-2028 forecasted at 8.6%.\nDUV CAGR 2020-2025forecastedat 8.4%, it is still ASML’s largest product category.\nEUV CAGR 2020-2027forecastedat 12%.\nASML is a linchpin player to solve chip shortage through technology advancement and its machines define the performance of every electrical gadget we utilise in our daily lives.\nASML shows progress in its plan to widen the ecosystem for its machinery through \"Installed Base Management\" increasing the total addressable market by upwards of double digits percentage as 2018 sales were 20% installed base management and 2025 estimate is 50%.\nASML dominates the DUV immersion segment, the part of DUV with high margins as its two solecompetitorsin DUV, Nikon and Canon lack the means and capabilities.\nAs the market transitions to EUV, the demand for DUV willfollowas the chip stacking process benefits from both systems through its manufacturing.\n\nThis is without mentioning the potential price increases that could trickle down towards its customers as they could be fighting over ASML’s capacity due to its strong market position of 85% in DUV and monopoly within EUV while also bringing High NA-EUV to market by mid of this decade. Customers today pay roughly $130-150 million for EUV machines, while DUV machines come in at around $100 million. The largest hindrance to ASML overdelivering is its current capacity constraint in terms of ability to deliver EUV systems which is capped somewhere between 40 and 50 systems a year, with the company of course striving to expand that capacity constraint as demand builds up over the years. On the other hand, this could also be a driver for price increases as ASML strives to expand capacity.\nI will not try to construct an even bolder revenue guidance as it’s a cheap shot and frankly, no one has the capacity to accurately forecast if the current expectations will stand or whether they are too positive or negative. I just want to highlight that with everything going on and ASML’s market position in mind, I don’t consider it unreasonable that the company will do even better than currently anticipated.\nValuation\nThe stock price is an inch away from its 52-week high and has been on a tear since the beginning of 2020, really taking off since October 2020 from which it has doubled since.\nData by YCharts\nMarket cap has exploded with all other parameters left in its wake having seen a significant expansion in price-earnings ratio despite a strong improvement in EPS and revenue. The stock market has long since recognised the story and potential of ASML with the Wall Street analyst target currently at $722 per share. Fair to say, there is no margin of safety if the analysts are correct in the predictions. Interestingly, out of the 30 analysts offering a price target, the percentage who are very bullish hasn’t been higher since 2016 with 56% stating a very bullish opinion. There is a mental exercise in staying cautious in terms of believing in such statements, not least because the stock has only known one direction for the last couple of years – upwards.\nThe significance of the expansion in typical ratios is evident when considered over a five-year horizon as shown below. Both P/E and P/S have expanded massively standing at 55 and 15.7 respectively. However, the company is in a very different place compared to three years ago.\nData by YCharts\nRevenue is growing significantly faster than previously with gross margin and free cash flow also having improved. Due to this positive development, ASML is also returning plenty of capital to its shareholders with a share buyback program of €10 billion for 2021, which unfortunately only translates to a reduction of 0.5% of the current float.\nData by YCharts\nThe strong belief in ASML going forward is also clearly illustrated by the estimates for the coming years, which throughout the most recent years has been steadily climbing due to the company’s strong portfolio and market dominance.\nData by YCharts\nWith all that said, I believe that current shareholders do well for themselves in holding on to their existing shares as this company has a great outlook. I’ve had my eyes on ASML for the last year, and I’m extremely sad to say I never got around to looking into it properly, but only looked it at from afar and concluded that the stock might be due for a good pullback at one point. Little did I know.\nAs Peter Lynch famously said, “Far more money has been lost by investors preparing for corrections, or trying to anticipate corrections, than has been lost in corrections themselves,” as would also be true for someone like me who didn’t act in time. I’m still massively fascinated by ASML’s outlook and potential journey, but at the current price, I remain hesitant about the prospects and the lack of margin of safety.\nThere is a lot of potential for ASML to grow into its valuation, and if one is to add that current levels, I’d say dollar-cost averaging is a prudent strategy for the current price, while reserving the possibility to back up the truck for a full load if we see a pullback before end of 2021.\nAs can be seen below, it is not uncommon for ASML to experience a 10% setback once or twice a year.\nData by YCharts\nConclusion\nASML is dominant within its two main offerings, the DUV and EUV lithography. Its market is backed by incredibly strong tailwinds as all our gadgets, electrical cars, 5G, datacentres, cloud servers, etc. are heavily reliant on the technology platform offered by ASML. A true innovator with no real competition in sight, feeding machinery and tools to an industry expected to grow at CAGR 8.6% through 2028 with potentially even stronger growth for both its DUV and EUV platforms while also expecting margin expansion.\nThere is little evil to be said about ASML, but unfortunately, the stock market has long since recognised its amazing story and potential. With such a strong outlook in sight, existing shareholders do well for themselves in holding onto their shares and just enjoy the journey ahead, but for the prospective shareholders, there appears to be a little margin of safety with the market cap having expanded significantly recently and the stock trading just an inch shy of its 52 week high.\nAs Peter Lynch said, “Far more money has been lost by investors preparing for corrections, or trying to anticipate corrections, than has been lost in corrections themselves.” The exact fallacy I’ve fallen victim to as I’ve looked at ASML from afar for quite a while. Despite the recent expansion in market cap and multiples, there could be made a case for current estimates underestimating ASML’s true potential, but any forecast extending 5-10 years into the future comes with extreme uncertainty and guesstimation. As I’ve shown, ASML’s share price is prone to setbacks once or twice a year allowing dollar-cost averaging to serve as a method to acquire exposure to the company slowly building a position along the way.","news_type":1,"symbols_score_info":{"ASML":0.9}},"isVote":1,"tweetType":1,"viewCount":2835,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":372575605,"gmtCreate":1619230588707,"gmtModify":1704721580436,"author":{"id":"3573989283625538","authorId":"3573989283625538","name":"tingshen96","avatar":"https://static.tigerbbs.com/86cb9fa98664959cf41a27e99f13b9f2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573989283625538","idStr":"3573989283625538"},"themes":[],"htmlText":"Jj","listText":"Jj","text":"Jj","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/372575605","repostId":"2129424365","repostType":2,"repost":{"id":"2129424365","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1619210788,"share":"https://ttm.financial/m/news/2129424365?lang=en_US&edition=fundamental","pubTime":"2021-04-24 04:46","market":"us","language":"en","title":"BRIEF-Nvidia Corp Says CEO Jen-Hsun Huang's 2021 Total Compensation Was $19.3 Million Versus $11.5 Million In 2020– SEC Filing","url":"https://stock-news.laohu8.com/highlight/detail?id=2129424365","media":"Reuters","summary":"April 23 (Reuters) - NVIDIA Corp   :   * NVIDIA CORP SAYS CEO JEN-HSUN HUANG'S 2021 TOTAL COMPENSATI","content":"<html><body><p>April 23 (Reuters) - NVIDIA Corp   :</p><p>   * NVIDIA CORP SAYS CEO JEN-HSUN HUANG'S 2021 TOTAL COMPENSATION WAS $19.3 MILLION VERSUS $11.5 MILLION IN 2020– SEC FILING</p><p>   * NVIDIA CORP - FISCAL 2021 CEO TO MEDIAN EMPLOYEE PAY RATIO WAS 89:1</p><p>Source text for Eikon: [ Further company coverage:   </p><p> ((Reuters.Briefs@thomsonreuters.com;))</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>BRIEF-Nvidia Corp Says CEO Jen-Hsun Huang's 2021 Total Compensation Was $19.3 Million Versus $11.5 Million In 2020– SEC Filing</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; 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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\">\nBRIEF-Nvidia Corp Says CEO Jen-Hsun Huang's 2021 Total Compensation Was $19.3 Million Versus $11.5 Million In 2020– SEC Filing\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-04-24 04:46</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>April 23 (Reuters) - NVIDIA Corp   :</p><p>   * NVIDIA CORP SAYS CEO JEN-HSUN HUANG'S 2021 TOTAL COMPENSATION WAS $19.3 MILLION VERSUS $11.5 MILLION IN 2020– SEC FILING</p><p>   * NVIDIA CORP - FISCAL 2021 CEO TO MEDIAN EMPLOYEE PAY RATIO WAS 89:1</p><p>Source text for Eikon: [ Further company coverage:   </p><p> ((Reuters.Briefs@thomsonreuters.com;))</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSS":"Total System Services","NVDA":"英伟达"},"source_url":"http://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2129424365","content_text":"April 23 (Reuters) - NVIDIA Corp   :   * NVIDIA CORP SAYS CEO JEN-HSUN HUANG'S 2021 TOTAL COMPENSATION WAS $19.3 MILLION VERSUS $11.5 MILLION IN 2020– SEC FILING   * NVIDIA CORP - FISCAL 2021 CEO TO MEDIAN EMPLOYEE PAY RATIO WAS 89:1Source text for Eikon: [ Further company coverage:    ((Reuters.Briefs@thomsonreuters.com;))","news_type":1,"symbols_score_info":{"TSS":1,"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":831,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":344055386,"gmtCreate":1618362304745,"gmtModify":1704709642878,"author":{"id":"3573989283625538","authorId":"3573989283625538","name":"tingshen96","avatar":"https://static.tigerbbs.com/86cb9fa98664959cf41a27e99f13b9f2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573989283625538","idStr":"3573989283625538"},"themes":[],"htmlText":"G","listText":"G","text":"G","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/344055386","repostId":"2127049419","repostType":2,"repost":{"id":"2127049419","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1618361384,"share":"https://ttm.financial/m/news/2127049419?lang=en_US&edition=fundamental","pubTime":"2021-04-14 08:49","market":"us","language":"en","title":"UPDATE 2-Biden administration proceeding with $23 billion weapon sales to UAE","url":"https://stock-news.laohu8.com/highlight/detail?id=2127049419","media":"Reuters","summary":"(Adds background, context, comments)   By Patricia Zengerle   WASHINGTON, April 13 (Reuters) - U.S. ","content":"<html><body><p>(Adds background, context, comments)</p><p>   By Patricia Zengerle</p><p>   WASHINGTON, April 13 (Reuters) - U.S. President Joe Biden's administration has told Congress it is proceeding with more than $23 billion in weapons sales to the United Arab Emirates, including advanced F-35 aircraft, armed drones and other equipment, congressional aides said on Tuesday.</p><p>   A State Department spokesperson said the administration would move forward with the proposed sales to the UAE, \"even as we continue reviewing details and consulting with Emirati officials\" related to the use of the weapons.</p><p>   The Democratic president's administration had paused the deals agreed to by former Republican President Donald Trump in order to review them. The sales to the Gulf nation were finalized right before Trump left office.  </p><p>   The Trump administration told Congress in November it had approved the U.S. sale to the UAE as a side deal to the Abraham Accords, a U.S.-brokered agreement in September in which the UAE agreed to normalize relations with Israel.</p><p>   In the last months of the Trump administration, Israel reached deals with the UAE, Bahrain, Sudan and Morocco as part of the accords.  </p><p>   The $23.37 billion package contained products from General Atomics, Lockheed Martin Corp    and Raytheon Technologies Corp   , including 50 F-35 Lighting II aircraft, up to 18 MQ-9B Unmanned Aerial Systems and a package of air-to-air and air-to-ground munitions.</p><p>   YEMEN CONFLICT</p><p>   Some U.S. lawmakers have criticized the UAE for its involvement in the war in Yemen, a conflict considered <a href=\"https://laohu8.com/S/AONE\">one</a> of the world's worst humanitarian disasters, and worried that the weapons transfers might violate U.S. guarantees that Israel will retain a military advantage in the region.</p><p>   Israel said it did not object to the sales.</p><p>   A legislative effort to stop the sales failed in December, as Trump's fellow Republicans in Congress backed his plans.</p><p>   The Trump administration then finalized the massive sale to the UAE on Jan. 20, about an hour before Biden was sworn in as president.  </p><p>   The Biden administration announced the review in late January and the UAE said then it had anticipated the review and welcomed joint efforts to de-escalate tensions and for renewed regional dialogue.  </p><p>   The State Department spokesperson said on Tuesday the estimated delivery dates on the UAE sales, if implemented, were for after 2025 or later.</p><p>   The government anticipated \"a robust and sustained dialogue with the UAE\" to ensure a stronger security partnership, the spokesperson said in an emailed statement.</p><p>   \"We will also continue to reinforce with the UAE and all recipients of U.S. defense articles and services that U.S.-origin defense equipment must be adequately secured and used in a manner that respects human rights and fully complies with the laws of armed conflict,\" the statement said.</p><p>   The Biden administration is also reviewing its policy for military sales to Saudi Arabia, including some Trump-era weapons deals, in light of the Saudi involvement in Yemen and other human rights concerns.</p><p>   It has not released the results of that review. In February, U.S. officials told Reuters the administration was considering cancelling past deals that posed human rights concerns and limiting future sales to \"defensive\" weapons.  </p><p> (Reporting by Patricia Zengerle, additional reporting by Mike Stone; Editing by Mary Milliken, Grant McCool and Rosalba O'Brien)</p><p>((patricia.zengerle@thomsonreuters.com,  001-202-898-8390;))</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>UPDATE 2-Biden administration proceeding with $23 billion weapon sales to UAE</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\">\nUPDATE 2-Biden administration proceeding with $23 billion weapon sales to UAE\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-04-14 08:49</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>(Adds background, context, comments)</p><p>   By Patricia Zengerle</p><p>   WASHINGTON, April 13 (Reuters) - U.S. President Joe Biden's administration has told Congress it is proceeding with more than $23 billion in weapons sales to the United Arab Emirates, including advanced F-35 aircraft, armed drones and other equipment, congressional aides said on Tuesday.</p><p>   A State Department spokesperson said the administration would move forward with the proposed sales to the UAE, \"even as we continue reviewing details and consulting with Emirati officials\" related to the use of the weapons.</p><p>   The Democratic president's administration had paused the deals agreed to by former Republican President Donald Trump in order to review them. The sales to the Gulf nation were finalized right before Trump left office.  </p><p>   The Trump administration told Congress in November it had approved the U.S. sale to the UAE as a side deal to the Abraham Accords, a U.S.-brokered agreement in September in which the UAE agreed to normalize relations with Israel.</p><p>   In the last months of the Trump administration, Israel reached deals with the UAE, Bahrain, Sudan and Morocco as part of the accords.  </p><p>   The $23.37 billion package contained products from General Atomics, Lockheed Martin Corp    and Raytheon Technologies Corp   , including 50 F-35 Lighting II aircraft, up to 18 MQ-9B Unmanned Aerial Systems and a package of air-to-air and air-to-ground munitions.</p><p>   YEMEN CONFLICT</p><p>   Some U.S. lawmakers have criticized the UAE for its involvement in the war in Yemen, a conflict considered <a href=\"https://laohu8.com/S/AONE\">one</a> of the world's worst humanitarian disasters, and worried that the weapons transfers might violate U.S. guarantees that Israel will retain a military advantage in the region.</p><p>   Israel said it did not object to the sales.</p><p>   A legislative effort to stop the sales failed in December, as Trump's fellow Republicans in Congress backed his plans.</p><p>   The Trump administration then finalized the massive sale to the UAE on Jan. 20, about an hour before Biden was sworn in as president.  </p><p>   The Biden administration announced the review in late January and the UAE said then it had anticipated the review and welcomed joint efforts to de-escalate tensions and for renewed regional dialogue.  </p><p>   The State Department spokesperson said on Tuesday the estimated delivery dates on the UAE sales, if implemented, were for after 2025 or later.</p><p>   The government anticipated \"a robust and sustained dialogue with the UAE\" to ensure a stronger security partnership, the spokesperson said in an emailed statement.</p><p>   \"We will also continue to reinforce with the UAE and all recipients of U.S. defense articles and services that U.S.-origin defense equipment must be adequately secured and used in a manner that respects human rights and fully complies with the laws of armed conflict,\" the statement said.</p><p>   The Biden administration is also reviewing its policy for military sales to Saudi Arabia, including some Trump-era weapons deals, in light of the Saudi involvement in Yemen and other human rights concerns.</p><p>   It has not released the results of that review. In February, U.S. officials told Reuters the administration was considering cancelling past deals that posed human rights concerns and limiting future sales to \"defensive\" weapons.  </p><p> (Reporting by Patricia Zengerle, additional reporting by Mike Stone; Editing by Mary Milliken, Grant McCool and Rosalba O'Brien)</p><p>((patricia.zengerle@thomsonreuters.com,  001-202-898-8390;))</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LMT":"洛克希德马丁","RTX":"雷神技术公司"},"source_url":"http://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2127049419","content_text":"(Adds background, context, comments)   By Patricia Zengerle   WASHINGTON, April 13 (Reuters) - U.S. President Joe Biden's administration has told Congress it is proceeding with more than $23 billion in weapons sales to the United Arab Emirates, including advanced F-35 aircraft, armed drones and other equipment, congressional aides said on Tuesday.   A State Department spokesperson said the administration would move forward with the proposed sales to the UAE, \"even as we continue reviewing details and consulting with Emirati officials\" related to the use of the weapons.   The Democratic president's administration had paused the deals agreed to by former Republican President Donald Trump in order to review them. The sales to the Gulf nation were finalized right before Trump left office.     The Trump administration told Congress in November it had approved the U.S. sale to the UAE as a side deal to the Abraham Accords, a U.S.-brokered agreement in September in which the UAE agreed to normalize relations with Israel.   In the last months of the Trump administration, Israel reached deals with the UAE, Bahrain, Sudan and Morocco as part of the accords.     The $23.37 billion package contained products from General Atomics, Lockheed Martin Corp    and Raytheon Technologies Corp   , including 50 F-35 Lighting II aircraft, up to 18 MQ-9B Unmanned Aerial Systems and a package of air-to-air and air-to-ground munitions.   YEMEN CONFLICT   Some U.S. lawmakers have criticized the UAE for its involvement in the war in Yemen, a conflict considered one of the world's worst humanitarian disasters, and worried that the weapons transfers might violate U.S. guarantees that Israel will retain a military advantage in the region.   Israel said it did not object to the sales.   A legislative effort to stop the sales failed in December, as Trump's fellow Republicans in Congress backed his plans.   The Trump administration then finalized the massive sale to the UAE on Jan. 20, about an hour before Biden was sworn in as president.     The Biden administration announced the review in late January and the UAE said then it had anticipated the review and welcomed joint efforts to de-escalate tensions and for renewed regional dialogue.     The State Department spokesperson said on Tuesday the estimated delivery dates on the UAE sales, if implemented, were for after 2025 or later.   The government anticipated \"a robust and sustained dialogue with the UAE\" to ensure a stronger security partnership, the spokesperson said in an emailed statement.   \"We will also continue to reinforce with the UAE and all recipients of U.S. defense articles and services that U.S.-origin defense equipment must be adequately secured and used in a manner that respects human rights and fully complies with the laws of armed conflict,\" the statement said.   The Biden administration is also reviewing its policy for military sales to Saudi Arabia, including some Trump-era weapons deals, in light of the Saudi involvement in Yemen and other human rights concerns.   It has not released the results of that review. In February, U.S. officials told Reuters the administration was considering cancelling past deals that posed human rights concerns and limiting future sales to \"defensive\" weapons.   (Reporting by Patricia Zengerle, additional reporting by Mike Stone; Editing by Mary Milliken, Grant McCool and Rosalba O'Brien)((patricia.zengerle@thomsonreuters.com,  001-202-898-8390;))","news_type":1,"symbols_score_info":{"LMT":0.9,"RTX":0.9}},"isVote":1,"tweetType":1,"viewCount":979,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":321204307,"gmtCreate":1615435814509,"gmtModify":1704782734624,"author":{"id":"3573989283625538","authorId":"3573989283625538","name":"tingshen96","avatar":"https://static.tigerbbs.com/86cb9fa98664959cf41a27e99f13b9f2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573989283625538","idStr":"3573989283625538"},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/321204307","repostId":"2118460618","repostType":4,"repost":{"id":"2118460618","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1615423210,"share":"https://ttm.financial/m/news/2118460618?lang=en_US&edition=fundamental","pubTime":"2021-03-11 08:40","market":"us","language":"en","title":"EV startup Canoo plans to roll out American-built, pod-like electric pickup in 2023","url":"https://stock-news.laohu8.com/highlight/detail?id=2118460618","media":"Reuters","summary":"DETROIT, March 10  - Electric vehicle startup Canoo Inc on Wednesday said it will introduce an American-built pod-like electric pickup truck in 2023, following in the footsteps of several rivals also entering the most popular segment of the U.S. automotive market.Canoo Executive Chairman Tony Aquila revealed the timing for the truck ahead of an Automobility LA event on Thursday. He said the Los Angeles-based company would begin taking pre-orders in the second quarter of 2021.Aquila told Reuters ","content":"<p>DETROIT, March 10 (Reuters) - Electric vehicle startup Canoo Inc on Wednesday said it will introduce an American-built pod-like electric pickup truck in 2023, following in the footsteps of several rivals also entering the most popular segment of the U.S. automotive market.</p>\n<p>Canoo Executive Chairman Tony Aquila revealed the timing for the truck ahead of an Automobility LA event on Thursday. He said the Los Angeles-based company would begin taking pre-orders in the second quarter of 2021.</p>\n<p>Aquila told Reuters he was aiming to launch the rounded, snub-nosed truck in the first quarter of 2023, and Canoo will build the vehicle in a U.S. microfactory it intends to open.</p>\n<p>\"This is like no truck you've ever seen,\" he said in an interview. \"It's the size of a Ford Ranger, can take the payload of a full-sized pickup and (has) the turning radius of a Prius.\"</p>\n<p>Aquila told Reuters in December that Canoo, which subsequently went public through a reverse merger with a special purpose acquisition company, intended to introduce a pickup.</p>\n<p>Pickups are the top-selling vehicles in the U.S. new-vehicle market, with Ford Motor Co , General Motors Co and <a href=\"https://laohu8.com/S/STLA\">Stellantis NV</a>'s Ram brand dominating the gasoline-powered segment and generating large portions of those companies' profits.</p>\n<p>While GM and Ford plan to introduce electric pickups with the intention of continuing their dominance, Canoo, Tesla</p>\n<p>with its Cybertruck, and others believe they can carve out a piece of the market as EV sales increase.</p>\n<p>GM, Tesla, and startups Rivian and Lordstown Motors Corp&nbsp;all plan to introduce electric pickups later this year, with Ford following in mid-2022.</p>\n<p>Forecasting firm AutoForecast Solutions estimates electric pickups will make up just over 1% of North American pickup production in 2022, rising to 5.7% in 2028.</p>\n<p>Canoo's pickup will join a lineup that includes the pod-like, seven-seat canoo coming in the second quarter of 2022, a delivery vehicle later that year and a sport sedan in 2025.</p>\n<p>The pickup will be aimed at both consumer and commercial customers and has the potential to be a high-volume vehicle, creating the need for a small-scale, highly automated microfactory, Aquila said.</p>\n<p>Canoo is negotiating with states about a potential site and the company will still use a contract manufacturer to build its lower-volume vehicles, he said.</p>\n<p>Canoo has developed a \"skateboard\" - a low-rise platform that bundles batteries and electric motors with such chassis components as steering, brakes and wheels - on which a variety of vehicle body types can be built.</p>\n<p>Canoo said its pickup will have up to 600 horsepower and an electric driving range of more than 200 miles (320 km). Aquila expects the driving range to be 300 miles or higher by the time the truck actually launches.</p>\n<p>The pickup includes a six-foot (2m) truck bed that can extend to a fully enclosed eight feet. It also features front cargo storage area and a fold-down worktable with electrical outlets, flip-down side tables and a hidden step offering storage and access to the truck bed.</p>\n<p>(Reporting by Ben Klayman in Detroit Editing by Chris Reese and Lincoln Feast)</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>EV startup Canoo plans to roll out American-built, pod-like electric pickup in 2023</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\">\nEV startup Canoo plans to roll out American-built, pod-like electric pickup in 2023\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-03-11 08:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>DETROIT, March 10 (Reuters) - Electric vehicle startup Canoo Inc on Wednesday said it will introduce an American-built pod-like electric pickup truck in 2023, following in the footsteps of several rivals also entering the most popular segment of the U.S. automotive market.</p>\n<p>Canoo Executive Chairman Tony Aquila revealed the timing for the truck ahead of an Automobility LA event on Thursday. He said the Los Angeles-based company would begin taking pre-orders in the second quarter of 2021.</p>\n<p>Aquila told Reuters he was aiming to launch the rounded, snub-nosed truck in the first quarter of 2023, and Canoo will build the vehicle in a U.S. microfactory it intends to open.</p>\n<p>\"This is like no truck you've ever seen,\" he said in an interview. \"It's the size of a Ford Ranger, can take the payload of a full-sized pickup and (has) the turning radius of a Prius.\"</p>\n<p>Aquila told Reuters in December that Canoo, which subsequently went public through a reverse merger with a special purpose acquisition company, intended to introduce a pickup.</p>\n<p>Pickups are the top-selling vehicles in the U.S. new-vehicle market, with Ford Motor Co , General Motors Co and <a href=\"https://laohu8.com/S/STLA\">Stellantis NV</a>'s Ram brand dominating the gasoline-powered segment and generating large portions of those companies' profits.</p>\n<p>While GM and Ford plan to introduce electric pickups with the intention of continuing their dominance, Canoo, Tesla</p>\n<p>with its Cybertruck, and others believe they can carve out a piece of the market as EV sales increase.</p>\n<p>GM, Tesla, and startups Rivian and Lordstown Motors Corp&nbsp;all plan to introduce electric pickups later this year, with Ford following in mid-2022.</p>\n<p>Forecasting firm AutoForecast Solutions estimates electric pickups will make up just over 1% of North American pickup production in 2022, rising to 5.7% in 2028.</p>\n<p>Canoo's pickup will join a lineup that includes the pod-like, seven-seat canoo coming in the second quarter of 2022, a delivery vehicle later that year and a sport sedan in 2025.</p>\n<p>The pickup will be aimed at both consumer and commercial customers and has the potential to be a high-volume vehicle, creating the need for a small-scale, highly automated microfactory, Aquila said.</p>\n<p>Canoo is negotiating with states about a potential site and the company will still use a contract manufacturer to build its lower-volume vehicles, he said.</p>\n<p>Canoo has developed a \"skateboard\" - a low-rise platform that bundles batteries and electric motors with such chassis components as steering, brakes and wheels - on which a variety of vehicle body types can be built.</p>\n<p>Canoo said its pickup will have up to 600 horsepower and an electric driving range of more than 200 miles (320 km). Aquila expects the driving range to be 300 miles or higher by the time the truck actually launches.</p>\n<p>The pickup includes a six-foot (2m) truck bed that can extend to a fully enclosed eight feet. It also features front cargo storage area and a fold-down worktable with electrical outlets, flip-down side tables and a hidden step offering storage and access to the truck bed.</p>\n<p>(Reporting by Ben Klayman in Detroit Editing by Chris Reese and Lincoln Feast)</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"F":"福特汽车","GM":"通用汽车"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2118460618","content_text":"DETROIT, March 10 (Reuters) - Electric vehicle startup Canoo Inc on Wednesday said it will introduce an American-built pod-like electric pickup truck in 2023, following in the footsteps of several rivals also entering the most popular segment of the U.S. automotive market.\nCanoo Executive Chairman Tony Aquila revealed the timing for the truck ahead of an Automobility LA event on Thursday. He said the Los Angeles-based company would begin taking pre-orders in the second quarter of 2021.\nAquila told Reuters he was aiming to launch the rounded, snub-nosed truck in the first quarter of 2023, and Canoo will build the vehicle in a U.S. microfactory it intends to open.\n\"This is like no truck you've ever seen,\" he said in an interview. \"It's the size of a Ford Ranger, can take the payload of a full-sized pickup and (has) the turning radius of a Prius.\"\nAquila told Reuters in December that Canoo, which subsequently went public through a reverse merger with a special purpose acquisition company, intended to introduce a pickup.\nPickups are the top-selling vehicles in the U.S. new-vehicle market, with Ford Motor Co , General Motors Co and Stellantis NV's Ram brand dominating the gasoline-powered segment and generating large portions of those companies' profits.\nWhile GM and Ford plan to introduce electric pickups with the intention of continuing their dominance, Canoo, Tesla\nwith its Cybertruck, and others believe they can carve out a piece of the market as EV sales increase.\nGM, Tesla, and startups Rivian and Lordstown Motors Corp all plan to introduce electric pickups later this year, with Ford following in mid-2022.\nForecasting firm AutoForecast Solutions estimates electric pickups will make up just over 1% of North American pickup production in 2022, rising to 5.7% in 2028.\nCanoo's pickup will join a lineup that includes the pod-like, seven-seat canoo coming in the second quarter of 2022, a delivery vehicle later that year and a sport sedan in 2025.\nThe pickup will be aimed at both consumer and commercial customers and has the potential to be a high-volume vehicle, creating the need for a small-scale, highly automated microfactory, Aquila said.\nCanoo is negotiating with states about a potential site and the company will still use a contract manufacturer to build its lower-volume vehicles, he said.\nCanoo has developed a \"skateboard\" - a low-rise platform that bundles batteries and electric motors with such chassis components as steering, brakes and wheels - on which a variety of vehicle body types can be built.\nCanoo said its pickup will have up to 600 horsepower and an electric driving range of more than 200 miles (320 km). Aquila expects the driving range to be 300 miles or higher by the time the truck actually launches.\nThe pickup includes a six-foot (2m) truck bed that can extend to a fully enclosed eight feet. It also features front cargo storage area and a fold-down worktable with electrical outlets, flip-down side tables and a hidden step offering storage and access to the truck bed.\n(Reporting by Ben Klayman in Detroit Editing by Chris Reese and Lincoln Feast)","news_type":1,"symbols_score_info":{"GOEV":0.9,"F":0.9,"GM":0.9}},"isVote":1,"tweetType":1,"viewCount":414,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":364390857,"gmtCreate":1614812655579,"gmtModify":1704775486327,"author":{"id":"3573989283625538","authorId":"3573989283625538","name":"tingshen96","avatar":"https://static.tigerbbs.com/86cb9fa98664959cf41a27e99f13b9f2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573989283625538","idStr":"3573989283625538"},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/364390857","repostId":"1119372981","repostType":4,"isVote":1,"tweetType":1,"viewCount":529,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":346563489,"gmtCreate":1618071194041,"gmtModify":1704706464060,"author":{"id":"3573989283625538","authorId":"3573989283625538","name":"tingshen96","avatar":"https://static.tigerbbs.com/86cb9fa98664959cf41a27e99f13b9f2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573989283625538","idStr":"3573989283625538"},"themes":[],"htmlText":".","listText":".","text":".","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/346563489","repostId":"2126032195","repostType":2,"repost":{"id":"2126032195","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1618060680,"share":"https://ttm.financial/m/news/2126032195?lang=en_US&edition=fundamental","pubTime":"2021-04-10 21:18","market":"us","language":"en","title":"Tesla is on fire, but these EV-related stocks could end up just as hot","url":"https://stock-news.laohu8.com/highlight/detail?id=2126032195","media":"Dow Jones","summary":"MW UPDATE: Tesla is on fire, but these EV-related stocks could end up just as hot\n\n\n  By Philip van ","content":"<html><body><font class=\"NormalMinus1\" face=\"Arial\">\n<p>\nMW UPDATE: Tesla is on fire, but these EV-related stocks could end up just as hot\n</p>\n<p>\n  By Philip van Doorn \n</p>\n<p>\n  There are many ways to play the electric-vehicle industry as it grows exponentially. \n</p>\n<p>\n  Tesla's first-quarter delivery numbers settled the question of whether demand for electric vehicles would strengthen and reach critical mass. It has. \n</p>\n<p>\n  Now  the question for investors is how best to ride the long-term wave. \n</p>\n<p>\n  Shares of Tesla Inc. <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a> soared last year, but during 2021, volatility has been painful for shorter-term investors whose timing has been less than ideal. Here's a price chart from the end of 2019: \n</p>\n<p>\n  That is an eye-pleasing chart, especially if you have been in the stock the whole time. But Tesla's shares fell 27% through April 1 from its intraday high Jan. 25. Then on April 5, the shares rose 4% following the company's report that it had delivered 184,800 electric vehicles during the first quarter . \n</p>\n<p>\n  Tesla is an expensive stock. The shares trade for 147.5 times the consensus earnings estimate for the next 12 months, among analysts polled by FactSet. Among those 35 analysts, less than a third rate Tesla a \"buy\" or the equivalent, and their consensus 12-month price target of $658.26 is slightly below where the shares closed April 1. \n</p>\n<p>\n  Tesla's biggest competitors in the EV space in the U.S. seem likely to be General Motors Co. <a href=\"https://laohu8.com/S/GM\">$(GM)$</a>, Volkswagen AG  and Ford Motor Co. <a href=\"https://laohu8.com/S/F\">$(F)$</a>, based on the companies' announced plans. \n</p>\n<p>\n  But there are many other ways to play this long-term secular trend. Semiconductor manufacturers will continue to benefit from the growth of EVs and makers of all sorts of components. Here's a recent screen of semiconductor stocks . \n</p>\n<p>\n  To come up with a broader list of EV and related stock plays that might have significant upside, we began by putting together a list of stocks held by <a href=\"https://laohu8.com/S/AONE\">one</a> or more of these ETFs: \n</p>\n<p>\n  We looked at the holdings of three ETFs: \n</p>\n<p>\n  Adding the three portfolios and removing duplicates produced a list of 175 stocks, with 76 listed in the U.S. \n</p>\n<p>\n  Among those 175 stocks, 111 are covered by at least 10 analysts. It is good to have a large number of opinions factored-in -- if a company isn't widely covered by the brokerage industry, it might be overlooked by institutional investors (or paid by the few analysts who do cover it). \n</p>\n<p>\n  Among the pared list of 111 stocks, here are the 20 with more than two-thirds \"buy\" or equivalent ratings, with the most implied upside potential for the next 12 months: \n</p>\n<p>\n  Share prices and price targets in the table are in local currencies where the stocks or American depositary receipts are listed. \n</p>\n<p>\n  As always,  this type of list is only a start -- you should do your own research before investing in anything. For more information about a company, including business profiles, charts, price ratios, financials and news coverage, do a ticker search on the top-right of the MarketWatch page. \n</p>\n<p>\n  Plug Power Inc. <a href=\"https://laohu8.com/S/PLUG\">$(PLUG)$</a> is the stock with the most aggressive price target, with analysts expecting a 75% gain over the next 12 months. The company provides hydrogen fuel-cell services. \n</p>\n<p>\n  Second on the list is Baidu Inc. (K3SD.SG), with analysts expecting a 59% gain. The company is partnering with Geely Automobile Holdings Ltd. <a href=\"https://laohu8.com/S/00175\">$(00175)$</a>of Hong Kong to develop electric vehicles. \n</p>\n<p>\n  Don't miss:This fund's 'long-short' stock strategy helps investors navigate rocky times  \n</p>\n<p>\n  -Philip van Doorn; 415-439-6400; AskNewswires@dowjones.com \n</p>\n<pre>\n \n</pre>\n<p>\n  <a href=\"https://laohu8.com/S/END\">$(END)$</a> Dow Jones Newswires\n</p>\n<p>\n  April 10, 2021 09:18 ET (13:18 GMT)\n</p>\n<p>\n  Copyright (c) 2021 Dow Jones &amp; Company, Inc.\n</p>\n</font></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>Tesla is on fire, but these EV-related stocks could end up just as hot</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla is on fire, but these EV-related stocks could end up just as hot\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-04-10 21:18</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><font class=\"NormalMinus1\" face=\"Arial\">\n<p>\nMW UPDATE: Tesla is on fire, but these EV-related stocks could end up just as hot\n</p>\n<p>\n  By Philip van Doorn \n</p>\n<p>\n  There are many ways to play the electric-vehicle industry as it grows exponentially. \n</p>\n<p>\n  Tesla's first-quarter delivery numbers settled the question of whether demand for electric vehicles would strengthen and reach critical mass. It has. \n</p>\n<p>\n  Now  the question for investors is how best to ride the long-term wave. \n</p>\n<p>\n  Shares of Tesla Inc. <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a> soared last year, but during 2021, volatility has been painful for shorter-term investors whose timing has been less than ideal. Here's a price chart from the end of 2019: \n</p>\n<p>\n  That is an eye-pleasing chart, especially if you have been in the stock the whole time. But Tesla's shares fell 27% through April 1 from its intraday high Jan. 25. Then on April 5, the shares rose 4% following the company's report that it had delivered 184,800 electric vehicles during the first quarter . \n</p>\n<p>\n  Tesla is an expensive stock. The shares trade for 147.5 times the consensus earnings estimate for the next 12 months, among analysts polled by FactSet. Among those 35 analysts, less than a third rate Tesla a \"buy\" or the equivalent, and their consensus 12-month price target of $658.26 is slightly below where the shares closed April 1. \n</p>\n<p>\n  Tesla's biggest competitors in the EV space in the U.S. seem likely to be General Motors Co. <a href=\"https://laohu8.com/S/GM\">$(GM)$</a>, Volkswagen AG  and Ford Motor Co. <a href=\"https://laohu8.com/S/F\">$(F)$</a>, based on the companies' announced plans. \n</p>\n<p>\n  But there are many other ways to play this long-term secular trend. Semiconductor manufacturers will continue to benefit from the growth of EVs and makers of all sorts of components. Here's a recent screen of semiconductor stocks . \n</p>\n<p>\n  To come up with a broader list of EV and related stock plays that might have significant upside, we began by putting together a list of stocks held by <a href=\"https://laohu8.com/S/AONE\">one</a> or more of these ETFs: \n</p>\n<p>\n  We looked at the holdings of three ETFs: \n</p>\n<p>\n  Adding the three portfolios and removing duplicates produced a list of 175 stocks, with 76 listed in the U.S. \n</p>\n<p>\n  Among those 175 stocks, 111 are covered by at least 10 analysts. It is good to have a large number of opinions factored-in -- if a company isn't widely covered by the brokerage industry, it might be overlooked by institutional investors (or paid by the few analysts who do cover it). \n</p>\n<p>\n  Among the pared list of 111 stocks, here are the 20 with more than two-thirds \"buy\" or equivalent ratings, with the most implied upside potential for the next 12 months: \n</p>\n<p>\n  Share prices and price targets in the table are in local currencies where the stocks or American depositary receipts are listed. \n</p>\n<p>\n  As always,  this type of list is only a start -- you should do your own research before investing in anything. For more information about a company, including business profiles, charts, price ratios, financials and news coverage, do a ticker search on the top-right of the MarketWatch page. \n</p>\n<p>\n  Plug Power Inc. <a href=\"https://laohu8.com/S/PLUG\">$(PLUG)$</a> is the stock with the most aggressive price target, with analysts expecting a 75% gain over the next 12 months. The company provides hydrogen fuel-cell services. \n</p>\n<p>\n  Second on the list is Baidu Inc. (K3SD.SG), with analysts expecting a 59% gain. The company is partnering with Geely Automobile Holdings Ltd. <a href=\"https://laohu8.com/S/00175\">$(00175)$</a>of Hong Kong to develop electric vehicles. \n</p>\n<p>\n  Don't miss:This fund's 'long-short' stock strategy helps investors navigate rocky times  \n</p>\n<p>\n  -Philip van Doorn; 415-439-6400; AskNewswires@dowjones.com \n</p>\n<pre>\n \n</pre>\n<p>\n  <a href=\"https://laohu8.com/S/END\">$(END)$</a> Dow Jones Newswires\n</p>\n<p>\n  April 10, 2021 09:18 ET (13:18 GMT)\n</p>\n<p>\n  Copyright (c) 2021 Dow Jones &amp; Company, Inc.\n</p>\n</font></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BIDU":"百度","INTC":"英特尔","GOOGL":"谷歌A","TSLA":"特斯拉","GOOG":"谷歌","PLUG":"普拉格能源"},"source_url":"http://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2126032195","content_text":"MW UPDATE: Tesla is on fire, but these EV-related stocks could end up just as hot\n\n\n  By Philip van Doorn \n\n\n  There are many ways to play the electric-vehicle industry as it grows exponentially. \n\n\n  Tesla's first-quarter delivery numbers settled the question of whether demand for electric vehicles would strengthen and reach critical mass. It has. \n\n\n  Now  the question for investors is how best to ride the long-term wave. \n\n\n  Shares of Tesla Inc. $(TSLA)$ soared last year, but during 2021, volatility has been painful for shorter-term investors whose timing has been less than ideal. Here's a price chart from the end of 2019: \n\n\n  That is an eye-pleasing chart, especially if you have been in the stock the whole time. But Tesla's shares fell 27% through April 1 from its intraday high Jan. 25. Then on April 5, the shares rose 4% following the company's report that it had delivered 184,800 electric vehicles during the first quarter . \n\n\n  Tesla is an expensive stock. The shares trade for 147.5 times the consensus earnings estimate for the next 12 months, among analysts polled by FactSet. Among those 35 analysts, less than a third rate Tesla a \"buy\" or the equivalent, and their consensus 12-month price target of $658.26 is slightly below where the shares closed April 1. \n\n\n  Tesla's biggest competitors in the EV space in the U.S. seem likely to be General Motors Co. $(GM)$, Volkswagen AG  and Ford Motor Co. $(F)$, based on the companies' announced plans. \n\n\n  But there are many other ways to play this long-term secular trend. Semiconductor manufacturers will continue to benefit from the growth of EVs and makers of all sorts of components. Here's a recent screen of semiconductor stocks . \n\n\n  To come up with a broader list of EV and related stock plays that might have significant upside, we began by putting together a list of stocks held by one or more of these ETFs: \n\n\n  We looked at the holdings of three ETFs: \n\n\n  Adding the three portfolios and removing duplicates produced a list of 175 stocks, with 76 listed in the U.S. \n\n\n  Among those 175 stocks, 111 are covered by at least 10 analysts. It is good to have a large number of opinions factored-in -- if a company isn't widely covered by the brokerage industry, it might be overlooked by institutional investors (or paid by the few analysts who do cover it). \n\n\n  Among the pared list of 111 stocks, here are the 20 with more than two-thirds \"buy\" or equivalent ratings, with the most implied upside potential for the next 12 months: \n\n\n  Share prices and price targets in the table are in local currencies where the stocks or American depositary receipts are listed. \n\n\n  As always,  this type of list is only a start -- you should do your own research before investing in anything. For more information about a company, including business profiles, charts, price ratios, financials and news coverage, do a ticker search on the top-right of the MarketWatch page. \n\n\n  Plug Power Inc. $(PLUG)$ is the stock with the most aggressive price target, with analysts expecting a 75% gain over the next 12 months. The company provides hydrogen fuel-cell services. \n\n\n  Second on the list is Baidu Inc. (K3SD.SG), with analysts expecting a 59% gain. The company is partnering with Geely Automobile Holdings Ltd. $(00175)$of Hong Kong to develop electric vehicles. \n\n\n  Don't miss:This fund's 'long-short' stock strategy helps investors navigate rocky times  \n\n\n  -Philip van Doorn; 415-439-6400; AskNewswires@dowjones.com \n\n\n \n\n\n$(END)$ Dow Jones Newswires\n\n\n  April 10, 2021 09:18 ET (13:18 GMT)\n\n\n  Copyright (c) 2021 Dow Jones & Company, Inc.","news_type":1,"symbols_score_info":{"GOOGL":0.9,"BIDU":0.9,"GOOG":0.9,"INTC":0.9,"PLUG":0.9,"TSLA":1}},"isVote":1,"tweetType":1,"viewCount":845,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":340441286,"gmtCreate":1617462461045,"gmtModify":1704699857081,"author":{"id":"3573989283625538","authorId":"3573989283625538","name":"tingshen96","avatar":"https://static.tigerbbs.com/86cb9fa98664959cf41a27e99f13b9f2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573989283625538","idStr":"3573989283625538"},"themes":[],"htmlText":"oh","listText":"oh","text":"oh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/340441286","repostId":"1191998262","repostType":4,"repost":{"id":"1191998262","kind":"news","pubTimestamp":1617366158,"share":"https://ttm.financial/m/news/1191998262?lang=en_US&edition=fundamental","pubTime":"2021-04-02 20:22","market":"us","language":"en","title":"How Likely Is a Stock Market Crash?","url":"https://stock-news.laohu8.com/highlight/detail?id=1191998262","media":"Motley Fool","summary":"You may not like the answer.\n\nFor the past year, investors have enjoyed one of the greatest bounce-b","content":"<blockquote>\n You may not like the answer.\n</blockquote>\n<p>For the past year, investors have enjoyed one of the greatest bounce-back rallies of all time. After the benchmark<b>S&amp;P 500</b>(SNPINDEX:^GSPC)lost a third of its value in mere weeks due to unprecedented uncertainties surrounding the coronavirus pandemic, it bounced back to gain in the neighborhood of 75% off its lows. You could rightly say that patience has paid off.</p>\n<p>But there's another reality that investors -- especially long-term investors -- are keenly aware of: the propensity of the stock market to crash or correct. Things might look great now, but the next big nosedive is always waiting in the wings.</p>\n<p>It begs the question: How likely is astock market crash? Let's take a closer look.</p>\n<p><b>Double-digit declines occur every 1.87 years, on average</b></p>\n<p>To begin with the basics, stock market corrections (i.e., declines of at least 10%) are quite common in the S&amp;P 500. According to data from market analytics firm Yardeni Research, there have been 38 corrections in the S&amp;P 500 since the beginning of 1950. This works out to an average double-digit decline in the benchmark indexevery 1.87 years. Since it's now been more than a year since the market hit its bear-market bottom, the averages are certainly not in investors' favor.</p>\n<p>However, averages are nothing more than that... averages. The market doesn't adhere to averages, even if some folks base their investments off of what's happened historically.</p>\n<p>We could enter a period similar to 1991 through 1996 where there were zero corrections. Or we could continue the theme since the beginning of 2010, where corrections occur, on average, every 19 months.</p>\n<p><b>Corrections have been an historical given within three years of a bear market bottom</b></p>\n<p>Another interesting piece of evidence to examine is the frequency by which the S&amp;P 500 corrects after hitting a bear-market bottom.</p>\n<p>Since the beginning of 1960 (an arbitrary year I chose for the sake of simplicity), the widely followed index has navigated its way through nine bear markets, including the coronavirus crash. In rebounding from each of the previous eight bear market lows, there was at least one double-digit percentage decline within three years100% of the time. In aggregate, 13 corrections have occurred within three years following the last eight bear market bottoms (i.e., either one or two following each bottom).</p>\n<p>Put another way, rebounding from a bear-market bottom is rarely a straight-line move higher. Yet up, up, and away has pretty much been the theme for investors since March 23, 2020. History would suggest that there's a very good chance of a move lower in equities within the next two years.</p>\n<p><b>Crashes frequently occur when this valuation metric is hit</b></p>\n<p>But the most damning bit of evidence might just be the S&amp;P 500's Shiller price-to-earnings (P/E) ratio. This is a valuation metric that examines the average inflation-adjusted earnings from the previous 10 years. You might also know it as the cyclically adjusted P/E ratio, or CAPE.</p>\n<p>As of the close of business on March 30, the S&amp;P 500's Shiller P/E ratio hit 35.61. That's well over double its 150-year average of 16.8. Using continuous bull market moves as a parameter, it's the second-highest reading in its history.</p>\n<p>To some extent, itmakes sensethat equity valuations should be higher now than they've been historically. That's because interest rates are near an all-time low and access to the internet has effectively broken down barriers between Wall Street and Main Street that may have, in the past, kept P/E multiples at bay.</p>\n<p>However, previous instances of the S&amp;P 500's Shiller P/E ratio crossing above and sustaining the 30 levelhaven't ended well. In the prior four instances where the Shiller P/E surpassed and held above 30, the benchmark index tumbled anywhere from 20% to as much as 89%. Although an 89% plunge, which was experienced during the Great Depression, is very unlikely these days, a big drop has historically been in the cards when valuations get extended, as they are now.</p>\n<p><b>Keep that cash handy in the event that opportunity knocks</b></p>\n<p>To circle back to the original question at hand, the data is pretty clear that the likelihood of a stock market crash or correction has grown considerably. It's impossible to precisely predict when a crash might occur, how long the decline will last, or how steep the drop could be. But the data strongly suggests that downside is in the offing.</p>\n<p>While this might be a disappointing revelation to some investors, it shouldn't be. Crashes and corrections are a normal part of the investing cycle. More importantly, theyprovide an opportunityfor investors to buy into great companies at a discount. Just think about all the great companies you're probably kicking yourself over for not buying last March.</p>\n<p>The reason to be excited about crashes and corrections is also found in the data. You see, of those 38 previous corrections in the S&amp;P 500 since the beginning of 1950, each and every one has eventually been put into the rearview mirror by a bull market rally. Plus,at no point over the past centuryhave rolling 20-year total returns (including dividends) for the S&amp;P 500 been negative.</p>\n<p>If you need further encouragement to buy during a correction, keep in mind that 24 of the 38 double-digit declines in the S&amp;P 500 havefound their bottom in 104 or fewer calendar days(3.5 months or less). Crashes and corrections may be steep at times but tend to resolve quickly. That's your cue to have cash at the ready in the event that opportunity knocks.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>How Likely Is a Stock Market Crash?</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\">\nHow Likely Is a Stock Market Crash?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-02 20:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/04/02/how-likely-is-a-stock-market-crash/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>You may not like the answer.\n\nFor the past year, investors have enjoyed one of the greatest bounce-back rallies of all time. After the benchmarkS&P 500(SNPINDEX:^GSPC)lost a third of its value in mere...</p>\n\n<a href=\"https://www.fool.com/investing/2021/04/02/how-likely-is-a-stock-market-crash/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite","SPY":"标普500ETF",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.fool.com/investing/2021/04/02/how-likely-is-a-stock-market-crash/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191998262","content_text":"You may not like the answer.\n\nFor the past year, investors have enjoyed one of the greatest bounce-back rallies of all time. After the benchmarkS&P 500(SNPINDEX:^GSPC)lost a third of its value in mere weeks due to unprecedented uncertainties surrounding the coronavirus pandemic, it bounced back to gain in the neighborhood of 75% off its lows. You could rightly say that patience has paid off.\nBut there's another reality that investors -- especially long-term investors -- are keenly aware of: the propensity of the stock market to crash or correct. Things might look great now, but the next big nosedive is always waiting in the wings.\nIt begs the question: How likely is astock market crash? Let's take a closer look.\nDouble-digit declines occur every 1.87 years, on average\nTo begin with the basics, stock market corrections (i.e., declines of at least 10%) are quite common in the S&P 500. According to data from market analytics firm Yardeni Research, there have been 38 corrections in the S&P 500 since the beginning of 1950. This works out to an average double-digit decline in the benchmark indexevery 1.87 years. Since it's now been more than a year since the market hit its bear-market bottom, the averages are certainly not in investors' favor.\nHowever, averages are nothing more than that... averages. The market doesn't adhere to averages, even if some folks base their investments off of what's happened historically.\nWe could enter a period similar to 1991 through 1996 where there were zero corrections. Or we could continue the theme since the beginning of 2010, where corrections occur, on average, every 19 months.\nCorrections have been an historical given within three years of a bear market bottom\nAnother interesting piece of evidence to examine is the frequency by which the S&P 500 corrects after hitting a bear-market bottom.\nSince the beginning of 1960 (an arbitrary year I chose for the sake of simplicity), the widely followed index has navigated its way through nine bear markets, including the coronavirus crash. In rebounding from each of the previous eight bear market lows, there was at least one double-digit percentage decline within three years100% of the time. In aggregate, 13 corrections have occurred within three years following the last eight bear market bottoms (i.e., either one or two following each bottom).\nPut another way, rebounding from a bear-market bottom is rarely a straight-line move higher. Yet up, up, and away has pretty much been the theme for investors since March 23, 2020. History would suggest that there's a very good chance of a move lower in equities within the next two years.\nCrashes frequently occur when this valuation metric is hit\nBut the most damning bit of evidence might just be the S&P 500's Shiller price-to-earnings (P/E) ratio. This is a valuation metric that examines the average inflation-adjusted earnings from the previous 10 years. You might also know it as the cyclically adjusted P/E ratio, or CAPE.\nAs of the close of business on March 30, the S&P 500's Shiller P/E ratio hit 35.61. That's well over double its 150-year average of 16.8. Using continuous bull market moves as a parameter, it's the second-highest reading in its history.\nTo some extent, itmakes sensethat equity valuations should be higher now than they've been historically. That's because interest rates are near an all-time low and access to the internet has effectively broken down barriers between Wall Street and Main Street that may have, in the past, kept P/E multiples at bay.\nHowever, previous instances of the S&P 500's Shiller P/E ratio crossing above and sustaining the 30 levelhaven't ended well. In the prior four instances where the Shiller P/E surpassed and held above 30, the benchmark index tumbled anywhere from 20% to as much as 89%. Although an 89% plunge, which was experienced during the Great Depression, is very unlikely these days, a big drop has historically been in the cards when valuations get extended, as they are now.\nKeep that cash handy in the event that opportunity knocks\nTo circle back to the original question at hand, the data is pretty clear that the likelihood of a stock market crash or correction has grown considerably. It's impossible to precisely predict when a crash might occur, how long the decline will last, or how steep the drop could be. But the data strongly suggests that downside is in the offing.\nWhile this might be a disappointing revelation to some investors, it shouldn't be. Crashes and corrections are a normal part of the investing cycle. More importantly, theyprovide an opportunityfor investors to buy into great companies at a discount. Just think about all the great companies you're probably kicking yourself over for not buying last March.\nThe reason to be excited about crashes and corrections is also found in the data. You see, of those 38 previous corrections in the S&P 500 since the beginning of 1950, each and every one has eventually been put into the rearview mirror by a bull market rally. Plus,at no point over the past centuryhave rolling 20-year total returns (including dividends) for the S&P 500 been negative.\nIf you need further encouragement to buy during a correction, keep in mind that 24 of the 38 double-digit declines in the S&P 500 havefound their bottom in 104 or fewer calendar days(3.5 months or less). Crashes and corrections may be steep at times but tend to resolve quickly. That's your cue to have cash at the ready in the event that opportunity knocks.","news_type":1,"symbols_score_info":{".SPX":0.9,".IXIC":0.9,".DJI":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":548,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}