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2023-03-21

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<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$&nbsp;</a>&nbsp;<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a>&nbsp;<a href=\"https://ttm.financial/S/LI\">$Li Auto(LI)$&nbsp;</a> <v-v data-views=\"1\"></v-v>&nbsp;<a href=\"https://ttm.financial/S/LCID\">$Lucid Group Inc(LCID)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/XPEV\">$XPeng Inc.(XPEV)$&nbsp;</a><v-v data-views=\"1\"></v-v> IT IS TIME TO FLY!&nbsp;[666]&nbsp;&nbsp; <a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$&nbsp;</a>&nbsp;<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a>&nbsp;<a href=\"https://ttm.financial/S/LI\">$Li Auto(LI)$&nbsp;</a> <v-v data-views=\"1\"></v-v>&nbsp;<a href=\"https://ttm.financial/S/LCID\">$Lucid Group Inc(LCID)$ </a>&nbsp;","text":"$XPeng Inc.(XPEV)$ IT IS TIME TO FLY! [666] $NIO Inc.(NIO)$ $Tesla Motors(TSLA)$ $Li Auto(LI)$ $Lucid Group Inc(LCID)$","images":[{"img":"https://community-static.tradeup.com/news/8246ab99ae1c9e32f1f1e90467d0e726","width":"898","height":"1530"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/336245514568072","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2675,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":336516130591160,"gmtCreate":1723195727212,"gmtModify":1723195729001,"author":{"id":"3578378737544841","authorId":"3578378737544841","name":"BennyTay","avatar":"https://community-static.tradeup.com/news/b2811d2536960cbba454a3f5f37fe4c5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578378737544841","idStr":"3578378737544841"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, 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/336516130591160","repostId":"336460323999928","repostType":1,"repost":{"id":336460323999928,"gmtCreate":1723179808459,"gmtModify":1723237802106,"author":{"id":"3569274903458035","authorId":"3569274903458035","name":"HLPA","avatar":"https://static.tigerbbs.com/07e7b987a9127c5a47dbc3ae02db548b","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3569274903458035","idStr":"3569274903458035"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> Yes the stock will hold the 100 level in August bit not before sinking&nbsp;below 100 first. This is due to the heavy selling by its CEO and the poor bagholders got scared and sell off. Those who have done their due diligenve will continue to pick up the shares below 100 and wait for the rebouns when the dust settles. Nividia is one hell of a company as its chips are widely used and trusted by the AI industry. The stock would eventually rise again to iys former glory above 120 and then to the moon! Do not be&nbsp; rattled by the&nbsp; daily ups and downs. Stay long term if you had got the shares below 100. As sure as the sun rises, NVDA will rise to its former glory yet again and then to the moon","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> Yes the stock will hold the 100 level in August bit not before sinking&nbsp;below 100 first. This is due to the heavy selling by its CEO and the poor bagholders got scared and sell off. Those who have done their due diligenve will continue to pick up the shares below 100 and wait for the rebouns when the dust settles. Nividia is one hell of a company as its chips are widely used and trusted by the AI industry. The stock would eventually rise again to iys former glory above 120 and then to the moon! Do not be&nbsp; rattled by the&nbsp; daily ups and downs. Stay long term if you had got the shares below 100. As sure as the sun rises, NVDA will rise to its former glory yet again and then to the moon","text":"$NVIDIA Corp(NVDA)$ Yes the stock will hold the 100 level in August bit not before sinking below 100 first. This is due to the heavy selling by its CEO and the poor bagholders got scared and sell off. Those who have done their due diligenve will continue to pick up the shares below 100 and wait for the rebouns when the dust settles. Nividia is one hell of a company as its chips are widely used and trusted by the AI industry. The stock would eventually rise again to iys former glory above 120 and then to the moon! Do not be rattled by the daily ups and downs. Stay long term if you had got the shares below 100. As sure as the sun rises, NVDA will rise to its former glory yet again and then to the moon","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/336460323999928","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2356,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":336525834834024,"gmtCreate":1723195715057,"gmtModify":1723195718373,"author":{"id":"3578378737544841","authorId":"3578378737544841","name":"BennyTay","avatar":"https://community-static.tradeup.com/news/b2811d2536960cbba454a3f5f37fe4c5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578378737544841","idStr":"3578378737544841"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, 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/336525834834024","repostId":"335897719382360","repostType":1,"repost":{"id":335897719382360,"gmtCreate":1723044557921,"gmtModify":1723088955958,"author":{"id":"4091108376154240","authorId":"4091108376154240","name":"Mrzorro","avatar":"https://static.tigerbbs.com/0aa7353d86c04413c1e18867403db3bd","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4091108376154240","idStr":"4091108376154240"},"themes":[],"htmlText":"I had been lost a lot of money from stocks before. Beside of my fulltime job , I had to do part time job like kitchen helper, server, dishwasher etc.&nbsp; to earned side income to cover the loss. 7days straight , only sleep 4-5hours per day for months. Even now I still in red but at least no more debt.&nbsp; [sigh]","listText":"I had been lost a lot of money from stocks before. Beside of my fulltime job , I had to do part time job like kitchen helper, server, dishwasher etc.&nbsp; to earned side income to cover the loss. 7days straight , only sleep 4-5hours per day for months. Even now I still in red but at least no more debt.&nbsp; [sigh]","text":"I had been lost a lot of money from stocks before. Beside of my fulltime job , I had to do part time job like kitchen helper, server, dishwasher etc. to earned side income to cover the loss. 7days straight , only sleep 4-5hours per day for months. Even now I still in red but at least no more debt. [sigh]","images":[],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/335897719382360","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3158,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":336516668858712,"gmtCreate":1723195668633,"gmtModify":1723370259791,"author":{"id":"3578378737544841","authorId":"3578378737544841","name":"BennyTay","avatar":"https://community-static.tradeup.com/news/b2811d2536960cbba454a3f5f37fe4c5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578378737544841","idStr":"3578378737544841"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a>&nbsp;","text":"$NVIDIA Corp(NVDA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/336516668858712","isVote":1,"tweetType":1,"viewCount":2150,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943886200,"gmtCreate":1679352830901,"gmtModify":1679352834349,"author":{"id":"3578378737544841","authorId":"3578378737544841","name":"BennyTay","avatar":"https://community-static.tradeup.com/news/b2811d2536960cbba454a3f5f37fe4c5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578378737544841","idStr":"3578378737544841"},"themes":[],"htmlText":"🙏","listText":"🙏","text":"🙏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943886200","repostId":"1115876695","repostType":2,"repost":{"id":"1115876695","kind":"news","pubTimestamp":1679325834,"share":"https://ttm.financial/m/news/1115876695?lang=en_US&edition=fundamental","pubTime":"2023-03-20 23:23","market":"us","language":"en","title":"Bank Stocks Rebound, Yet $1 Trillion Loss Shows Fragile Market","url":"https://stock-news.laohu8.com/highlight/detail?id=1115876695","media":"Bloomberg","summary":"Intesa Sanpaolo, BBVA lead gains in Europe, UBS reboundsUS banks also rally, though First Republic p","content":"<div>\n<p>Intesa Sanpaolo, BBVA lead gains in Europe, UBS reboundsUS banks also rally, though First Republic plunges againBank stocks avoided another tumble Monday after the historic takeover of Credit Suisse ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-03-20/european-banks-set-to-fall-after-ubs-agrees-to-buy-credit-suisse?srnd=markets-vp\">Source Link</a>\n\n</div>\n","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Bank Stocks Rebound, Yet $1 Trillion Loss Shows Fragile Market</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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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\">\nBank Stocks Rebound, Yet $1 Trillion Loss Shows Fragile Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-20 23:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-03-20/european-banks-set-to-fall-after-ubs-agrees-to-buy-credit-suisse?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Intesa Sanpaolo, BBVA lead gains in Europe, UBS reboundsUS banks also rally, though First Republic plunges againBank stocks avoided another tumble Monday after the historic takeover of Credit Suisse ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-03-20/european-banks-set-to-fall-after-ubs-agrees-to-buy-credit-suisse?srnd=markets-vp\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"UBS":"瑞银","C":"花旗","MS":"摩根士丹利","JPM":"摩根大通","GS":"高盛"},"source_url":"https://www.bloomberg.com/news/articles/2023-03-20/european-banks-set-to-fall-after-ubs-agrees-to-buy-credit-suisse?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115876695","content_text":"Intesa Sanpaolo, BBVA lead gains in Europe, UBS reboundsUS banks also rally, though First Republic plunges againBank stocks avoided another tumble Monday after the historic takeover of Credit Suisse Group AG, yet investor sentiment remains fragile following a $1 trillion plunge this month in global financial shares.Shares prices initially slumped because the acquisition by UBS Group AG will wipe out holders of Credit Suisse’s riskiest bonds, potentially sending the $275 billion market for bank funding into a tailspin. Investors, though, took some comfort from the decisive steps by Swiss authorities over the weekend to end Credit Suisse’s years-long descent into turmoil, as well as efforts by US regulators to stabilize banks there.The Stoxx Europe 600 Banks Index rose1.6% at3:16 p.m. in Paris, erasing a loss of 6%. Intesa Sanpaolo SpA and BBVA contributed the most to the advance, while an index of banks in the S&P 500 climbed2.2%. The so-called additional tier 1 bonds issued by several European banks fell by more than 10 percentage points. A fund that invests in the securities, Invesco AT1 Capital Bond UCITS ETF, sank 5.6% in London.“There were many investors out there looking to offload positions first thing,” said Michael Field, European equity market strategist at Morningstar. “Investors prefer to overreact first and find a bottom, then slowly adjust if the news isn’t as bad as first thought.”Of the 44 stocks in the Stoxx 600 bank index, 37 rose and 7 fell, reversing the trend from early in the session. HSBC Holdings Plc, which tumbled 6.2% in Hong Kong, was down only0.02% in London. The index has lost 166 billion euros ($178 billion) in market value this month, while a broader MSCI Inc. gauge of world financial stocks has tumbled by $1 trillion through Friday. UBS, which fell as much as 16%, rebounded to a2.1% advance.Wall Street lenders also rebounded from losses in the premarket trading. JPMorgan Chase & Co. gained1.6% and regional banks Fifth Third Bancorp and US Bancorp climbed7.6% and6.4%, respectively. First Republic Bank, though, which got a $30 billion rescue last week, plunged another15% after losing a third of its value on Friday.Banks were the best performers in European stocks from late September through the end of February, as rising interest rates in a still-growing economy bolstered the profitability of lending. Sentiment started turning sour on March 9 as Silicon Valley Bank collapsed, followed by the meltdown in shares of Credit Suisse last week.The Stoxx 600 banks index has slumped 16% since it closed at a five-year high on Feb. 28. The index is headed for its biggest monthly drop since March 2020.Meanwhile, the European Central Bank, Federal Reserve and four other central banks announced coordinated action Sunday to boost liquidity in US dollar swap arrangements, the latest effort by policymakers to ease growing strains in the global financial system.The wipeout of the AT1 bonds raised concern that banks will need to find new sources of capital if there’s a loss of confidence in those securities, while lenders’ existing holdings of such debt issued by peers also may see a significant loss of value. More broadly, the takeover of the 166-year-old Swiss lender initially added to investor jitters following the failures of Silicon Valley Bank and Signature Bank in the US this month.The turmoil is now raising fears of a widespread fallout in the economy. Stress in the banking system is likely to curb the availability of credit, squeezing growth out of the economy, Michael Wilson, Morgan Stanley’s chief US equty strategist, said in a report.“The UBS acquisition of CS in our view eliminates immediate sector tail risks, but it also raises questions,” Jefferies Financial Group Inc. analysts including Flora Bocahut wrote in a note. Credit Suisse’s AT1 bonds written off to zero could spook holders of these types of securities at other banks, they wrote.","news_type":1,"symbols_score_info":{"MS":0.9,"JPM":0.9,"FRC":0.9,"CS":0.9,"UBS":0.9,"GS":0.9,"C":0.9}},"isVote":1,"tweetType":1,"viewCount":2092,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943886692,"gmtCreate":1679352816816,"gmtModify":1679352820797,"author":{"id":"3578378737544841","authorId":"3578378737544841","name":"BennyTay","avatar":"https://community-static.tradeup.com/news/b2811d2536960cbba454a3f5f37fe4c5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578378737544841","idStr":"3578378737544841"},"themes":[],"htmlText":"🙏","listText":"🙏","text":"🙏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":21,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943886692","repostId":"2320379346","repostType":2,"repost":{"id":"2320379346","kind":"highlight","pubTimestamp":1679388961,"share":"https://ttm.financial/m/news/2320379346?lang=en_US&edition=fundamental","pubTime":"2023-03-21 16:56","market":"us","language":"en","title":"First Republic, PacWest, and Western Alliance Have Sold Off Intensely. Are Any of These Stocks a Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=2320379346","media":"Motley Fool","summary":"All three of these banks have some similarities to SVB Financial, which has made investors very jumpy.","content":"<div>\n<p>KEY POINTSFirst Republic, PacWest, and Western Alliance have exposure to the tech and venture capital sector.First Republic is sitting on a hefty amount of unrealized bond losses in its held-to-...</p>\n\n<a href=\"https://www.fool.com/investing/2023/03/20/first-republic-pacwest-western-alliance-sold-off/\">Source Link</a>\n\n</div>\n","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>First Republic, PacWest, and Western Alliance Have Sold Off Intensely. Are Any of These Stocks a Buy?</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\">\nFirst Republic, PacWest, and Western Alliance Have Sold Off Intensely. Are Any of These Stocks a Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-21 16:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/03/20/first-republic-pacwest-western-alliance-sold-off/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSFirst Republic, PacWest, and Western Alliance have exposure to the tech and venture capital sector.First Republic is sitting on a hefty amount of unrealized bond losses in its held-to-...</p>\n\n<a href=\"https://www.fool.com/investing/2023/03/20/first-republic-pacwest-western-alliance-sold-off/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WAL":"阿莱恩斯西部银行","BK4589":"SVB概念","BK4211":"区域性银行","PACW":"西太平洋合众银行"},"source_url":"https://www.fool.com/investing/2023/03/20/first-republic-pacwest-western-alliance-sold-off/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2320379346","content_text":"KEY POINTSFirst Republic, PacWest, and Western Alliance have exposure to the tech and venture capital sector.First Republic is sitting on a hefty amount of unrealized bond losses in its held-to-maturity bond portfolio.Bank stocks have come under some pressure this month after the second- and third-largest bank failures in history came out of seemingly nowhere and spooked investors. In particular, bank stocks  First Republic, PacWest Bancorp, and Western Alliance went on quite a bumpy ride as investors spotted similarities between their balance sheets and those of failed bank SVB Financial. As a result, all three stocks have been sold off intensely.To paraphrase legendary investor Warren Buffett, with so many investors so scared right now, is it time to \"be greedy when others are fearful?\" Given the sell-off, are any of these stocks worth buying right now? Let's take a look.Uninsured deposits and bond lossesThe big thing that brought SVB Financial's Silicon Valley Bank and Silvergate Capital's Silvergate Bank down is deposits fleeing the bank extremely quickly over concerns about bond losses. Many banks invested excess deposits into lower-yielding, longer-duration bonds too early in the interest rate cycle. When rates rose, these bonds fell out of favor and their value fell deeply underwater because bond yields and bond values have an inverse relationship. Given enough time, these \"paper losses\" on the bonds would have turned back into gains if the bonds were held to maturity. SVB didn't get that needed time.What exacerbated SVB's and Silvergate's problems is that both banks had too much deposit concentration among a smaller number of big customers, all carrying deposit balances well in excess of what the Federal Deposit Insurance Corp. (FDIC) insures. In SVB's case, once the liquidity issues it faced became known, these select large customers got spooked, pulled their deposits quickly, and then told their friends to do the same. Word got around so quickly that SVB saw an astounding $42 billion of deposits pulled in a single day.Making comparisons to SVB FinancialIn order to see how First Republic, PacWest, and Western Alliance stack up to SVB, let's first examine how many of their deposits were uninsured and what kinds of bond losses they were facing relative to their tangible common equity (TCE) at the end of 2022. I'm only going to look at unrealized bond losses in these banks' held-to-maturity (HTM) portfolios because these are not marked-to-market and therefore not subtracted from equity each quarter.BankTCEHTM Unrealized Losses on Dec. 31, 2022Percent of Deposits Uninsured on Dec. 31, 2022SVB Financial$11.8 billion$15.1 billion89%First Republic$12.8 billion$4.8 billion79%Western Alliance$4.4 billion$177 million76%PacWest Bancorp$2.12 billionNM57%Data sources: Bank call reports and regulatory filings. TCE = Tangible common equity. HTM = Held to maturity. NM = Not material.As you can see, SVB would have wiped out all of its equity if it had sold its HTM bond portfolio. First Republic would wipe out 37.5% of its equity, while Western Alliance and PacWest aren't really sitting on any meaningful HTM bond losses. However, all of these banks had a significant amount of uninsured deposits.Homing in on depositsFirst Republic is a niche bank catering to high-net-worth households in the coastal parts of the U.S. like California, New York, Boston, and Florida. Like SVB, it also does a good amount of lending to businesses like venture capital and private equity firms, as well as nonprofits such as higher education.Interestingly, First Republic notes that it only has one-fifth of business deposit accounts compared to the average U.S. bank with between $100 billion and $250 billion in deposits. The bank also noted in a recent investor presentation that its average business account has $490,000 in deposits in it, so you can see how a deposit base like this could potentially flee quicker than somewhere like Bank of America, which has millions of consumer accounts with much smaller balances.Despite tapping the Federal Reserve and JPMorgan Chase and building unused liquidity of $70 billion, First Republic was apparently still seeing deposit outflows and had to get an additional $30 billion deposit injection from 11 different banks.Western Alliance mainly gathers deposits from companies as well but seems to have a somewhat more diverse set of customers, serving a wider range of businesses, mortgage companies, homeowner's associations, and business escrow services. Roughly 14% of the bank's deposits came from the tech and innovation sector.PacWest also heavily caters to the venture capital community. At the end of 2022, about $12 billion of its nearly $34 billion in deposits came from venture banking activity, and the bank is reportedly seeking additional liquidity similar to First Republic.Margin and insider buysA good indicator of a bank's profitability is its net interest margin (NIM), which essentially looks at the interest a bank makes on interest-earning assets such as loans and securities and what it pays out on interest-bearing liabilities like deposits.First Republic is definitely going to be challenged, as it had already been facing NIM pressure even before all of the chaos started because it holds a large mortgage portfolio, which tends to yield less than a lot of business and commercial loans. Considering the bank recently said it has taken on a lot of higher-cost borrowings to fill the hole from outflows, expect earnings to struggle, especially over the next few quarters.On its first-quarter earnings call back in January, PacWest's management team expected NIM to be flat in 2023, but this has likely changed given everything going on.On Western Alliance's Q1 earnings call, management actually guided for very strong deposit growth in 2023 of between 13% and 17% and NIM expansion this year. Last Friday, as SVB Financial was being put into FDIC receivership, Western Alliance reaffirmed its deposit growth projections for the year, although it will be interesting to see how those hold up. On March 13, the bank said it had increased cash balances to $25 billion and that insured deposits now exceeded 50%, which are all positive developments.In terms of recent stock purchases by management and directors, PacWest takes the cake, with many members of its senior management team and directors purchasing shares since SVB failed. As of March 16, only one director at Western Alliance had purchased shares, and at First Republic, one member of senior management sold shares in recent days and one director acquired shares on March 9.Are any of these stocks worth buying?The big thing to understand here is that this is a rapidly evolving situation, so expect a lot of volatility over the next few weeks and there's no guarantee that more regional banks won't face deposit runs. These three banks may also see credit downgrades from the rating agencies (First Republic already has). I also think First Republic is a likely seller if it can find a buyer because it could really be an uphill battle for the bank from an earnings perspective.Additionally, regional banks definitely face challenges moving forward, whether it's on earnings or on the regulatory front. So while I expect them to rebound, it may not be an easy road and they may not gain their former valuations, at least for a while.All that said, Western Alliance looks the best positioned of these three right now given their cash position and the fact that more than half of the bank's deposits are now FDIC-insured. The company also has better NIM expectations and looks to have a more stable, diverse deposit base. I do wish insiders were buying more shares, however, because it would be a good signal to the market.If you're interested in investing, the best thing to do right now is to take a small position and build it gradually as conditions stabilize. Another way to play this might be to purchase an exchange-traded fund with exposure to regional banks like the SPDR S&P Regional Banking ETF, so you get exposure to a basket of regional bank stocks.","news_type":1,"symbols_score_info":{"FRC":0.9,"PACW":1,"WAL":1}},"isVote":1,"tweetType":1,"viewCount":2496,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943886879,"gmtCreate":1679352806491,"gmtModify":1679352810073,"author":{"id":"3578378737544841","authorId":"3578378737544841","name":"BennyTay","avatar":"https://community-static.tradeup.com/news/b2811d2536960cbba454a3f5f37fe4c5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578378737544841","idStr":"3578378737544841"},"themes":[],"htmlText":"🙏","listText":"🙏","text":"🙏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943886879","repostId":"2320510672","repostType":2,"repost":{"id":"2320510672","kind":"highlight","pubTimestamp":1679301737,"share":"https://ttm.financial/m/news/2320510672?lang=en_US&edition=fundamental","pubTime":"2023-03-20 16:42","market":"us","language":"en","title":"Batten Down the Hatches: 3 Stocks to Buy on the Dip","url":"https://stock-news.laohu8.com/highlight/detail?id=2320510672","media":"Motley Fool","summary":"Investors should be looking to buy these names right now.","content":"<div>\n<p>KEY POINTSAdobe's fantastic first-quarter results should brush aside some bearish anxieties.Synergies make MercadoLibre a buy on any significant price decline.Even through a recession, security ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/03/19/batten-down-the-hatches-3-stocks-to-buy-on-the-dip/\">Source Link</a>\n\n</div>\n","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Batten Down the Hatches: 3 Stocks to Buy on the Dip</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\">\nBatten Down the Hatches: 3 Stocks to Buy on the Dip\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-20 16:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/03/19/batten-down-the-hatches-3-stocks-to-buy-on-the-dip/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSAdobe's fantastic first-quarter results should brush aside some bearish anxieties.Synergies make MercadoLibre a buy on any significant price decline.Even through a recession, security ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/03/19/batten-down-the-hatches-3-stocks-to-buy-on-the-dip/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4110":"抵押房地产投资信托","BK4588":"碎股","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","BK4523":"印度概念","MELI":"MercadoLibre","LU0082616367.USD":"摩根大通美国科技A（dist）","ADBE":"Adobe","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0061474960.USD":"天利环球焦点基金AU Acc","BK4023":"应用软件","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","BK4581":"高盛持仓","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","BK4554":"元宇宙及AR概念","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","BK4527":"明星科技股","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","BK4099":"汽车制造商","BK4567":"ESG概念","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1815333072.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"AUP\" (USD) INC","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","CRWD":"CrowdStrike Holdings, Inc.","BK4566":"资本集团","BK4528":"SaaS概念"},"source_url":"https://www.fool.com/investing/2023/03/19/batten-down-the-hatches-3-stocks-to-buy-on-the-dip/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2320510672","content_text":"KEY POINTSAdobe's fantastic first-quarter results should brush aside some bearish anxieties.Synergies make MercadoLibre a buy on any significant price decline.Even through a recession, security remains a critical need for enterprises, making CrowdStrike essential.Banks are collapsing; stock prices are plunging. Yet, this is not the time to panic.As Warren Buffett so astutely noted when he said, \"Be fearful when others are greedy, and greedy when others are fearful,\" stock market drops are terrific buying opportunities. Picking the bottom ishard, if notimpossible. But picking up great stocks at bargain-basement prices? That's justsavvy.Here, three Fool.com contributors look at three stocks with excellent long-term prospects that investors should consider buying on the current dip.Image source: Getty Images.Latest quarter has left its shareholders breathing easyJake Lerch (Adobe): During periods of market turmoil, outstanding stocks are often available at a discount. And right now, that certainly looks like the case with Adobe.The be-all and end-all for creative software solutions, Adobe continues to chalk up impressive earnings results. Most recently, the company reported stellar first-quarter results that surpassed consensus estimates.Highlights include:Revenue of $4.66 billion -- up 9% year over yearRaised full-year revenue and earnings guidanceRepurchased roughly 5 million outstanding sharesNot only did this earnings report fail to show the much-anticipated slowdown many bears had expected, but there are even signs Adobe's business is accelerating.For one thing, consider the company's largest segment, digital media. Simply put, digital media is bringing home the bacon for Adobe. It generated $3.4 billion in revenue -- ahead of analyst estimates.Moreover, Adobe increased its full-year forecast for the segment's net new annualized recurring revenue (ARR) -- a closely watched forward-looking metric. The company had anticipated $1.65 billion in net new digital media ARR in 2023 but raised that figure to $1.7 billion last week.In short, it's business as usual at Adobe, even if the broader market is in turmoil. And that means it could be a great time for long-term investors to build or add to a position in this software giant.Business challenges only help this online juggernautWill Healy(MercadoLibre):Admittedly, the 8% drop in MercadoLibre's 52-week high may not seem like much of a dip. However, this stock has largely held its value for one good reason: a high level of immunity from the troubles in its home region, Latin America.MercadoLibre combines online selling, fintech, fulfillment, and digital advertising under one ecosystem. This has built a synergistic relationship that helps it address competitive threats from the likes of Amazon and Sea Limited.On the Q4 2022 earnings call, the company credited a broad product assortment and competitive pricing on its e-commerce side. Also, through Mercado Pago, it provides fintech services to the region, which remains heavily cash-based.Mercado Pago shows how synergies help in unexpected ways. For example, its home country of Argentina reported 95% inflation in 2022. Mercado Pago turned this inflation to its advantage by helping customers fight rising prices through low-risk investment funds, a factor that has likely helped attract customers and deposits.Additionally, advertising continues to claim an increasing percentage of gross merchandise volume, and its fulfillment arm, Mercado Envios, achieved record penetration levels in Q4.Given such results, investors will find it easy to understand how the company's 2022 net revenue of $10.5 billion rose 49% versus 2021 levels. That included a 21% increase in gross merchandise volume to more than $34 billion and $5.5 billion in payment transactions, 68% more than in 2021. Consequently, the company became increasingly profitable, reporting $482 million in net income for 2022 compared with $83 million in the prior year.Despite that growth, its price-to-sales (P/S) ratio is still less than 6, and it sells for about 24 times its free cash flow. Such valuation measures seem reasonable given the continued revenue and profit increases.Still, such numbers do not make it immune from the troubles of Latin America. It raised its provision for doubtful accounts by 147%, a likely reflection of the region's economic woes. Also, Argentina accounts for 24% of the company's revenue in 2022, so inflation could eventually become a serious negative for MercadoLibre if it continues to worsen.But for the most part, MercadoLibre and its ecosystem thrive despite the region's challenges. This should make the stock a winner as e-commerce and fintech grow more integral to Latin America's economy.Strong demand for cybersecurity bodes well for CrowdStrikeJustin Pope (CrowdStrike Holdings): When companies batten down the hatches, they save money by laying off employees, cutting back on advertising, or shelving unnecessary projects. You may have seen some of that in the news lately. However, according to a survey conducted by technology research firm Gartner of chief information executives across corporate America, cybersecurity won't be facing the budgetary chopping block.The reason? The stakes are too high. The average security breach can cost a U.S. company $9.44 million, according to annual research done by IBM.CrowdStrike is on the cutting edge of protecting enterprises from malicious attacks. It's a cloud-based network that connects all the devices it protects. It's a living network, learning in real time from threats wherever they appear on the platform.CRWD Revenue (TTM) data by YChartsCrowdStrike did $2.27 billion in revenue for the 2023 fiscal year ending Jan. 31, a 54% increase over 2022. Management's revenue guide for fiscal 2024 implies that growth will slow to 33% (guiding for roughly $3 billion in sales), which seems solid given the shaky economy (and additional evidence for the demand for cybersecurity). The company has also beaten analyst expectations for all of its four years as a public company.The stock's fallen victim to a choppy market and shares are down 55% from their highs. However, CrowdStrike already gushes cash profits; the decline has raised the stock's free cash flow yield to 2.2%, near its highest point as a public company. In other words, you're getting better value on CrowdStrike's cash profits than ever, making the stock an easy buy.","news_type":1,"symbols_score_info":{"ADBE":0.9,"CRWD":0.9,"MELI":0.9}},"isVote":1,"tweetType":1,"viewCount":2859,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943886925,"gmtCreate":1679352794767,"gmtModify":1679352798661,"author":{"id":"3578378737544841","authorId":"3578378737544841","name":"BennyTay","avatar":"https://community-static.tradeup.com/news/b2811d2536960cbba454a3f5f37fe4c5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578378737544841","idStr":"3578378737544841"},"themes":[],"htmlText":"🙏","listText":"🙏","text":"🙏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943886925","repostId":"2320952935","repostType":2,"repost":{"id":"2320952935","kind":"highlight","pubTimestamp":1679301827,"share":"https://ttm.financial/m/news/2320952935?lang=en_US&edition=fundamental","pubTime":"2023-03-20 16:43","market":"us","language":"en","title":"First Republic Bank Looms Large for U.S. Regulators After Credit Suisse Sale","url":"https://stock-news.laohu8.com/highlight/detail?id=2320952935","media":"The Wall Street Journal","summary":"Yellen and Powell try to reassure investors to halt slide in financial stocksFirst Republic’s stock ","content":"<div>\n<p>Yellen and Powell try to reassure investors to halt slide in financial stocksFirst Republic’s stock is down more than 80% in March.U.S. policy makers warily watched the rushed rescue of Credit Suisse ...</p>\n\n<a href=\"https://www.wsj.com/articles/first-republic-bank-looms-large-for-u-s-regulators-after-credit-suisse-sale-60b0e54e\">Source Link</a>\n\n</div>\n","source":"wsj_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>First Republic Bank Looms Large for U.S. Regulators After Credit Suisse Sale</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; 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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\">\nFirst Republic Bank Looms Large for U.S. Regulators After Credit Suisse Sale\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-20 16:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wsj.com/articles/first-republic-bank-looms-large-for-u-s-regulators-after-credit-suisse-sale-60b0e54e><strong>The Wall Street Journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Yellen and Powell try to reassure investors to halt slide in financial stocksFirst Republic’s stock is down more than 80% in March.U.S. policy makers warily watched the rushed rescue of Credit Suisse ...</p>\n\n<a href=\"https://www.wsj.com/articles/first-republic-bank-looms-large-for-u-s-regulators-after-credit-suisse-sale-60b0e54e\">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",".SPX":"S&P 500 Index","BK4552":"Archegos爆仓风波概念","BK4118":"综合性资本市场","BK4548":"巴美列捷福持仓","BK4589":"SVB概念",".IXIC":"NASDAQ Composite","BK4588":"碎股","BK4211":"区域性银行","BK4585":"ETF&股票定投概念","LU0266013472.USD":"AXA WF - Framlington Longevity Economy A Cap USD"},"source_url":"https://www.wsj.com/articles/first-republic-bank-looms-large-for-u-s-regulators-after-credit-suisse-sale-60b0e54e","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2320952935","content_text":"Yellen and Powell try to reassure investors to halt slide in financial stocksFirst Republic’s stock is down more than 80% in March.U.S. policy makers warily watched the rushed rescue of Credit Suisse Group AG over the weekend, hoping that its purchase by UBS Group AG would stem a slide in financial stocks triggered by the recent collapse of two regional banks.Late Sunday, the Fed and five major central banks announced a coordinated effort to improve liquidity by moving U.S. dollars among themselves each day, starting Monday, instead of once a week. The central banks then lend those dollars out to financial institutions, in an effort to backstop other countries' funding needs should strains emerge in global markets.As jittery markets prepare to open Monday, U.S. officials' main concern is $First Republic Bank(FRC-N)$, which required rescue funding last week from a group of the nation's biggest banks. Whether First Republic and other regional lenders stabilize in coming days will dictate whether additional private or government assistance is needed for banks.In Switzerland, crumbling confidence prompted the sale of Credit Suisse for more than $3 billion. Regulators globally worried that a collapse of Credit Suisse, a systemically important financial institution, could reverberate among large banks in a number of countries. In the U.S., the President's Working Group on Financial Markets, which includes officials from the Federal Reserve and Treasury Department, met to monitor the situation.After the Credit Suisse takeover was announced Sunday, Treasury Secretary Janet Yellen and Fed Chair Jerome Powell welcomed the deal while also trying to reassure U.S. investors. \"The capital and liquidity positions of the U.S. banking system are strong, and the U.S. financial system is resilient,\" the two said in a joint statement.In the U.S., First Republic has become the latest pressure point. Its stock has fallen more than 80% in March. Customers have pulled some $70 billion in deposits, almost 40% of its total, according to people familiar with the matter. But the withdrawals stabilized Friday, after the country's biggest banks came to its aid, the people said.That slowdown and the $30 billion in new deposits from 11 of the biggest banks gave First Republic a chance to consider its future options.\"First Republic Bank is well-positioned to manage short-term deposit activity,\" a bank spokesman said Sunday.Regulators, too, were relatively quiet over the weekend, worried that after two weeks of intervention in the banking sector, too much more activity, too soon, would signal to skittish markets that the regulatory work done so far was insufficient. Further action, at the current juncture, might also discourage potential suitors for the struggling bank.First Republic had discussed with advisers other potential solutions, such as an equity sale, before the bank rescue. Such options remain on the table, the people said. While bankers this weekend continued to debate potential next steps, no deal seemed imminent. First Republic's leaders are hoping to prove the rescue deal stabilized the lender and avoid fire-sale prices, the people said.Janet Yellen at a Senate Finance Committee hearing last week. The U.S. Treasury secretary welcomed the UBS takeover of Credit Suisse on Sunday.Still, with the stock down sharply Friday and analysts warning the rescue plan didn't patch a hole in the bank's balance sheet, investors and analysts are questioning how stable First Republic is and for how long it can hold out.Analysts said First Republic still needs to raise funds or sell itself because it is sitting on losses similar to the ones that helped sink Silicon Valley Bank earlier this month. For instance, Wedbush analysts said any acquirer would have to fill a $13.5 billion capital hole at First Republic.On Sunday, S&P Global Ratings cut the credit rating on First Republic for the second time in the past week.How First Republic fares in the markets could determine whether the biggest banks, including JPMorgan Chase & Co., Bank of America Corp., Citigroup Inc. and Wells Fargo & Co., have managed to stem the panic that has gripped the banking system this month. And it will play a role in how the market tumult ultimately affects broader economic activity.The market's reaction to developments at First Republic and Credit Suisse could influence how the Federal Reserve approaches its rate-setting meeting this week, where officials face a finely balanced decision over whether to raise interest rates by a quarter-percentage point or to forgo an increase altogether.Fed officials have raised rates rapidly to slow the economy and fight inflation by tightening financial conditions, such as by lifting borrowing rates and pushing down asset prices. A significant question at their two-day meeting, which ends Wednesday, is how much additional tightening they expect to get from the markets turmoil and the banking sector.Central-bank officials who say financial conditions are at greater risk of tightening abruptly because of the banking shock could favor holding steady their benchmark rate, currently in a range between 4.5% and 4.75%. Those who see the effects as more likely to be temporary, contained or modest could argue for pressing ahead with the next increase, aimed at cooling the economy, amid still-high inflation.Meanwhile, the Fed, Federal Deposit Insurance Corp. and the Biden administration continue to study the question of whether and when they might have to seek to provide further assistance to the banking industry, in particular smaller lenders.For the moment, regulators were inclined to wait and see how First Republic and its peers fare in markets early this week. The calculus was that while First Republic is weak, it is still viable. So action by the Fed or government could be seen as overreacting and hinder private-sector solutions, which would be the preferred outcome.Last week, for example, senior Biden administration officials talked with billionaire investor Warren Buffett as the banking crisis intensified. It wasn't immediately clear what was discussed; Mr. Buffett didn't respond to requests for comment and the Treasury declined to comment.On Sunday, House Financial Services Committee Chairman Patrick McHenry (R., N.C.) told CBS News that major U.S. banks buying up smaller troubled lenders is a possible solution to ensure that Americans continue to have confidence in the financial system.\"I think all options should be on the table. That's what I'm considering legislatively, that's what I would encourage the administration to consider as well,\" Mr. McHenry said.Although policy makers prefer private action, there continue to be calls for bolder, broader steps, especially regarding bank deposits. On Friday, the Mid-Size Bank Coalition of America urged regulators to immediately guarantee all deposits in the U.S. for two years. In a letter, the group said deposits are leaving banks of all sizes and flooding into the four biggest banks, putting everyone at risk of a wider panic.\"Should another bank fail it is very possible that customer panic will set off a string of failures due to depositor bank runs regardless of the financial condition of the underlying banks,\" the group wrote.","news_type":1,"symbols_score_info":{".DJI":0.9,"CS":0.9,".IXIC":0.9,".SPX":0.9,"FRC":0.9}},"isVote":1,"tweetType":1,"viewCount":2347,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943888790,"gmtCreate":1679352778011,"gmtModify":1679352783271,"author":{"id":"3578378737544841","authorId":"3578378737544841","name":"BennyTay","avatar":"https://community-static.tradeup.com/news/b2811d2536960cbba454a3f5f37fe4c5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578378737544841","idStr":"3578378737544841"},"themes":[],"htmlText":"🙏","listText":"🙏","text":"🙏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943888790","repostId":"1197049348","repostType":2,"repost":{"id":"1197049348","kind":"news","pubTimestamp":1679301944,"share":"https://ttm.financial/m/news/1197049348?lang=en_US&edition=fundamental","pubTime":"2023-03-20 16:45","market":"us","language":"en","title":"Risky Credit Suisse Bond Wipeout Upends $275 Billion Market","url":"https://stock-news.laohu8.com/highlight/detail?id=1197049348","media":"Bloomberg","summary":"Holders of AT1 bonds get nothing as shareholders get billionsInvestors in a key corner of bank-fundi","content":"<div>\n<p>Holders of AT1 bonds get nothing as shareholders get billionsInvestors in a key corner of bank-funding market left reelingAmong the biggest losers in the shotgun sale of Credit Suisse Group AG are ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-03-20/wipeout-of-risky-credit-suisse-bonds-upends-275-billion-market\">Source Link</a>\n\n</div>\n","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Risky Credit Suisse Bond Wipeout Upends $275 Billion Market</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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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\">\nRisky Credit Suisse Bond Wipeout Upends $275 Billion Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-20 16:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-03-20/wipeout-of-risky-credit-suisse-bonds-upends-275-billion-market><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Holders of AT1 bonds get nothing as shareholders get billionsInvestors in a key corner of bank-funding market left reelingAmong the biggest losers in the shotgun sale of Credit Suisse Group AG are ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-03-20/wipeout-of-risky-credit-suisse-bonds-upends-275-billion-market\">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",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://www.bloomberg.com/news/articles/2023-03-20/wipeout-of-risky-credit-suisse-bonds-upends-275-billion-market","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197049348","content_text":"Holders of AT1 bonds get nothing as shareholders get billionsInvestors in a key corner of bank-funding market left reelingAmong the biggest losers in the shotgun sale of Credit Suisse Group AG are investors in the firm’s riskiest bonds, known as AT1s, worth $17 billion.These money managers are set to be wiped out— potentially sending that $275 billion market for bank funding into a tailspin, while threatening blowback for European policy makers in crisis-fighting mode.Creditors are frantically poring through the fine print for these so-called additional tier 1 securities to understand if authorities in other countries could repeat what the Swiss government did on Sunday: Wiping them out while preserving $3.3 billion of value for equity investors. That’s not supposed to be the pecking order, some holders in the bonds insist.“This just makes no sense,” said Patrik Kauffmann, a fixed-income portfolio manager at Aquila Asset Management, who holds the notes. “Shareholders should get zero” because “it’s crystal clear that AT1s are senior to stocks.”One UK bank CEO put it even more bluntly: The Swiss have killed this key corner of funding for lenders, he said, asking not to be named because the situation is sensitive. His comments underscore how the global financial community is on edge after the UBS takeover of Credit Suisse, which came on the heels of the collapse of three regional US banks.Prices of AT1s in Asia slid on Monday, with debt securities of some lenders in the region dropping by record amounts. Bank of East Asia Ltd.’s 5.825% perpetual dollar note slumped 9.4 cents on the dollar to about 80 cents, which would be a record decline if maintained through the end of Monday’s trading, according to data compiled by Bloomberg.HSBC Holdings Plc’s 8% AT1 fell about 5 cents Monday to below 90 cents, according to credit traders. That would be its biggest daily drop since it began trading early this month.It’s not that the bonds weren’t supposed to take some of the blow from the Credit Suisse collapse. In fact, that’s in large part what they were created to do when they were first conceived by European regulators in the aftermath of the global financial crisis, as a way to impose losses on creditors when banks start to fail without resorting to taxpayer money.Yet, by privileging equity investors over holders of the riskiest bank securities, it’s left the bond community confused and rattled about who ranks first when it comes to the hierarchy of investor claims the next time a lender is in trouble.With litigation potentially brewing, Goldman Sachs Group Inc. traders were preparing to take bids on claims against Credit Suisse’s riskiest bonds for investors betting they can ultimately recover some value.“Wiping out AT1 holders while paying substantial amounts to shareholders goes against all the resolution principles and rules that were agreed internationally after 2008,” according to Jérôme Legras, head of research at Axiom Alternative Investments, who said the firm owns AT1 bonds issued by Credit Suisse.From the perspective of Swiss officials, it was able to force a write-off of the securities because it needed to boost Credit Suisse’s capital and resolve its liquidity problems. The bonds typically face a haircut whenever government support is offered to a lender facing solvency problems.Yet market participants say the move will likely lead to a disruptive industry-wide repricing. The market for new AT1 bonds will likely go into deep freeze and the cost of risky bank funding risks jumping higher given the regulatory decision caught some creditors off-guard, say traders.That would give bank treasurers fewer options to raise capital at a time of market stress, with the Federal Reserve and five other central banks announcing coordinated action on Sunday to boost dollar liquidity.“The AT1 market will be shut now for new issuance for a while,” said Luke Hickmore, investment director at abrdn Plc, who holds a small number of the Credit Suisse notes. “We will all be parsing which securities in AT1 space have a similar trigger to CS’s and which don’t, which banks need to issue AT1s and which don’t.”Even before the wipeout, rising worries about the financial system caused the average AT1 note to tumble over the last two weeks, with pricing indicated at almost 20% below face value — one of the steepest discounts on record.‘Poorly Designed’AT1s were dreamt up by regulators to act as an additional buffer of capital between shareholders and bondholders. Yet the legal framework has always been subject to uncertainty and some controversy.The latest move by policy makers shows that the “structure has proved to be poorly designed and will be probably phased out,” said Francesco Castelli, head of fixed income at Banor Capital.The decision by the Swiss Financial Market Supervisory Authority is “probably legal,” he said, adding he expects Credit Suisse’s AT1 obligations to trade at close to zero tomorrow. “Holders will only have some recovery chance in court.” Castelli owns bonds issued by the bank but declined to say if he has a position in the AT1s.Still, the decision to wipe out the holders of those bonds gets support from John McClain, portfolio manager at Brandywine Global Investment Management.“It’s absolutely the right thing to do to prevent moral hazard from creeping into that part of the market. Those bonds were created for moments like this — similar to catastrophe bonds.”Counterparty RiskThe acquisition of Credit Suisse comes after the failure of a number of US regional banks this month sent concerns rippling through the financial system. The Zurich-based lender’s bonds and shares plunged and counterparties on trades began buying protection against a possible default.A collapse of the bank would have caused huge collateral damage to the Swiss financial industry, and a risk of contagion for UBS and other banks, the country’s finance minister Karin Keller-Sutter said at a press conference on Sunday.“The bankruptcy of a global systematically important bank would have caused irreparable economic turmoil in Switzerland and throughout the world,” she said.Traders quickly made clear they had some skepticism about the deal. UBS’s credit default swaps, derivatives often used to gauge a borrower’s credit risk, widened by at least 40 basis points to 215 bps for five-year contracts, according to people with knowledge of the matter. They asked not to be named as the information is private.As part of the takeover, the Swiss central bank is offering a 100 billion-franc liquidity assistance to UBS and the government is granting a 9 billion-franc guarantee for potential losses from assets it is taking on. That comes after Credit Suisse was left deeply wounded by everything from the blowup of Archegos to the collapse of a suite of funds it ran with Greensill Capital.“Hindsight is wonderful,” Credit Suisse Chairman Axel Lehmann said at Sunday’s press conference. “We were overtaken by legacy situations, by risks that materialized last year. We were affected by a market model that no longer works in this environment.”","news_type":1,"symbols_score_info":{".DJI":0.9,".SPX":0.9,".IXIC":0.9,"CS":0.9}},"isVote":1,"tweetType":1,"viewCount":3271,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9928731189,"gmtCreate":1671404394341,"gmtModify":1676538529456,"author":{"id":"3578378737544841","authorId":"3578378737544841","name":"BennyTay","avatar":"https://community-static.tradeup.com/news/b2811d2536960cbba454a3f5f37fe4c5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578378737544841","idStr":"3578378737544841"},"themes":[],"htmlText":"👌","listText":"👌","text":"👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9928731189","repostId":"2292314838","repostType":4,"repost":{"id":"2292314838","kind":"highlight","pubTimestamp":1671357425,"share":"https://ttm.financial/m/news/2292314838?lang=en_US&edition=fundamental","pubTime":"2022-12-18 17:57","market":"us","language":"en","title":"Get Ready for the Next Bull Market: 3 Smart Buys Before 2023","url":"https://stock-news.laohu8.com/highlight/detail?id=2292314838","media":"Motley Fool","summary":"All of these players could excel in a bull market.","content":"<div>\n<p>Let's start with the bad news. No one can accurately predict when the next bull market will emerge. But here's the good news. A bull market will happen. History shows us bear markets eventually are ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/12/17/get-ready-for-next-bull-market-3-smart-buys-now/\">Source Link</a>\n\n</div>\n","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Get Ready for the Next Bull Market: 3 Smart Buys Before 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\">\nGet Ready for the Next Bull Market: 3 Smart Buys Before 2023\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-18 17:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/12/17/get-ready-for-next-bull-market-3-smart-buys-now/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Let's start with the bad news. No one can accurately predict when the next bull market will emerge. But here's the good news. A bull market will happen. History shows us bear markets eventually are ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/12/17/get-ready-for-next-bull-market-3-smart-buys-now/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊","SBUX":"星巴克","DIS":"迪士尼"},"source_url":"https://www.fool.com/investing/2022/12/17/get-ready-for-next-bull-market-3-smart-buys-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2292314838","content_text":"Let's start with the bad news. No one can accurately predict when the next bull market will emerge. But here's the good news. A bull market will happen. History shows us bear markets eventually are followed by periods of strong performance. So, as investors navigate today's difficult market, they should prepare for the brighter days ahead.And right now is the perfect time to start. Many fantastic companies have suffered this year -- but have what it takes to rebound and flourish in a bull market. Today, investors have the opportunity to grab shares of these players at great prices. So why wait? Consider these three smart buys to pick up before 2023.1. AmazonAmazon (AMZN) may have delivered a lot of packages this year. But the e-commerce giant hasn't delivered share performance. The stock is heading for a 45% decline. Investors have been disappointed in Amazon's earnings over the past year. Higher inflation has weighed on the company's costs -- and it's hurt customers' buying power.These problems aren't over. And that means Amazon's earnings may not recover overnight. But that doesn't change Amazon's bright long-term picture. It's important to keep in mind that today's economic challenges are temporary. And Amazon has the strength to weather the storm.Here's why I'm optimistic. Amazon is a leader in two markets growing in the double digits: e-commerce and cloud computing. In e-commerce, Amazon has grown its Prime subscription membership. And these members are spending more and relying more on Amazon for goods and services. This should pay off when the economic environment improves.As for cloud computing, Amazon Web Services (AWS) continues to grow in the double digits. And Amazon has reinforced investment in this key business. AWS generally drives Amazon's operating income.Amazon also is reviewing its cost structure. This will help it through the difficult times and also should favor profitability once a bull market takes shape.Today, Amazon shares trade at their lowest in relation to sales since 2015. So now is clearly a smart time to get in on the story.2. StarbucksStarbucks (SBUX) shares have outperformed the broader market this year. But they're still heading for a 12% decline.And the stock is trading for 29 times forward earnings estimates -- down from about 40 earlier this year.Here's why this looks like a deal. First, Starbucks continues to grow revenue in the double digits. In the most recent quarter, revenue climbed 11% to a record $8.4 billion.What's driving the gains? Starbucks' loyal fans. Starbucks Rewards members accounted for more than half of spending in U.S. stores in the quarter. And this membership base keeps on growing. In the quarter, U.S. active Rewards members increased 16% to 28.7 million members.Coronavirus restrictions in China have held back total revenue potential. So, you can imagine Starbucks doing even better in the future. That future may be soon. China recently loosened restrictions. That should offer Starbucks a boost, especially since China is the company's second-biggest market after the U.S.Another reason to be positive about Starbucks has to do with its recently launched \"reinvention\" plan. The company plans on focusing on several growth areas. For example, it will boost store licensing opportunities -- they tend to lift return on invested capital. Starbucks also aims to strengthen beverage innovation and open new stores to meet consumers' needs.The goals are to deliver annual double-digit revenue growth and non-GAAP (EPS) earnings-per-share growth.All of this means there are plenty of share price catalysts just ahead. And you may benefit if you scoop up these bargain shares right now.3. Walt DisneyWalt Disney (DIS) has reached an important transition point. The entertainment giant recently brought back one of its star chief executive officers. The move was meant to cut costs and kick-start growth. CEO Bob Iger will stay on for two years, then name a successor.There's reason to believe Iger is the right person for the job. He led Disney through key acquisitions -- such as Marvel -- and was the CEO when the company launched blockbuster film Frozen. Disney's market value also soared during his tenure.Disney isn't starting off from an extremely weak point. The company's theme parks remain favorites around the world. And revenue is climbing.The parks, experiences, and products unit posted a 73% increase in revenue in the recently ended fiscal year. And the unit's operating income more than doubled from the year-earlier period to $1.5 billion. Spending in the parks also is on the rise. Per-capita spending climbed almost 40% from fiscal 2019. Strength in this unit is key since it generally represents the most revenue for Disney.At the same time, losses have deepened at Disney's streaming services. The company has invested heavily to expand this business and gain subscribers. Recently, Disney increased the price of its ad-free streaming service. That should help the company as it tries to move this unit toward profitability.Disney trades for 22 times forward earnings estimates. That's down from about 40 earlier this year. Considering the ongoing strength of the parks business and Iger's return, right now is a great time to buy. If Iger makes progress on at least some of his goals, Disney truly could stand out during a bull market.","news_type":1,"symbols_score_info":{"DIS":0.9,"SBUX":0.9,"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":2589,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9967347622,"gmtCreate":1670280842667,"gmtModify":1676538333903,"author":{"id":"3578378737544841","authorId":"3578378737544841","name":"BennyTay","avatar":"https://community-static.tradeup.com/news/b2811d2536960cbba454a3f5f37fe4c5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578378737544841","idStr":"3578378737544841"},"themes":[],"htmlText":"🙏","listText":"🙏","text":"🙏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9967347622","repostId":"1150783355","repostType":4,"repost":{"id":"1150783355","kind":"news","pubTimestamp":1670242583,"share":"https://ttm.financial/m/news/1150783355?lang=en_US&edition=fundamental","pubTime":"2022-12-05 20:16","market":"us","language":"en","title":"Will the Fed Raise and Hold Rates? Traders Bet They Will Not","url":"https://stock-news.laohu8.com/highlight/detail?id=1150783355","media":"Reuters","summary":"Federal Reserve policymakers have all but promised to dial down the pace of their interest rate hike","content":"<html><head></head><body><p>Federal Reserve policymakers have all but promised to dial down the pace of their interest rate hikes next week, and over coming months feel their way to a policy rate high enough to push down on inflation, but not so high as to crash the economy.</p><p>Once they get rates to that point, in an approach one U.S. central banker has dubbed &#34;raise and hold,&#34; they intend to stand pat as the higher borrowing costs work their way through the economy to cool the labor market and ease price pressures.</p><p>Traders are not buying it.</p><p>After a report on Friday showing job growth did not slow as much as expected last month, futures contracts tied to U.S. short-term rates reflected bets the Fed would continue to raise rates next year, ultimately topping out just under or just over 5% by May.</p><p>But just a few months later, based on those same futures contracts, the central bank is seen turning around and cutting rates, bringing them back down by the end of 2023 to where they are expected to end this year, in the 4.25%-4.50% range.</p><p>The view that rates will follow a hump-shaped path over the coming year is one that traders have stuck to, more or less, since the Fed put its policy tightening into high gear over the summer to fight price pressures at levels not seen in 40 years.</p><p>It syncs with financial market measures like the inverted Treasury yield curve flashing warning lights about a coming recession. Many economists, too, have forecast a rise in the unemployment rate of a percentage point or more over the coming year from the current 3.7%, consistent with a recession, including some at the Fed itself.</p><p>The Fed&#39;s typical response to a weakening economy is to cut rates. But with inflation by the Fed&#39;s preferred measure running at three times its 2% target, economists say all bets are off - including those made by futures traders.</p><p>&#34;I think those expectations are premature,&#34; said Jefferies economist Aneta Markowska. &#34;I don&#39;t think the Fed will be comfortable cutting rates until unemployment gets close to 5%, or inflation declines south of 3%. Those conditions are unlikely to be met until 2024.&#34;</p><p>Fed policymakers will update their forecasts for unemployment and inflation at the end of their Dec. 13-14 meeting, with some already previewing snippets of their updated outlooks.</p><p>New York Fed President John Williams last week said he does not expect inflation to fall below 3% before the end of 2023, even as unemployment, now at 3.7%, rises to between 4.5% and 5%. And rate cuts? Probably not until 2024, he said.</p><p>Other policymakers have tried to deliver a similar message, with Fed Chair Jerome Powell saying it will require &#34;some time&#34; and Fed Vice Chair of Supervision Michael Barr calling for a &#34;long period&#34; to squeeze too-high inflation from the economy.</p><p>&#34;My colleagues and I do not want overtighten because ... cutting rates is not something we want to do soon,&#34; Powell said at a Brookings Institution event on Wednesday.</p><p>Avoiding an overshoot that could crash the economy was part of the rationale he gave for delivering a half-point rate hike next week, instead of the 75-basis-point rate increase the Fed has delivered at every meeting since June.</p><p>Powell said he believes rates will ultimately need to go &#34;somewhat higher&#34; than the 4.6% policymakers projected in September. But, he said, &#34;we wouldn&#39;t just raise rates and try to crash the economy and then clean up afterwards.&#34;</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>Will the Fed Raise and Hold Rates? Traders Bet They Will Not</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWill the Fed Raise and Hold Rates? Traders Bet They Will Not\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-05 20:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/fed-raise-hold-rates-traders-110723235.html><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Federal Reserve policymakers have all but promised to dial down the pace of their interest rate hikes next week, and over coming months feel their way to a policy rate high enough to push down on ...</p>\n\n<a href=\"https://finance.yahoo.com/news/fed-raise-hold-rates-traders-110723235.html\">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",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://finance.yahoo.com/news/fed-raise-hold-rates-traders-110723235.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150783355","content_text":"Federal Reserve policymakers have all but promised to dial down the pace of their interest rate hikes next week, and over coming months feel their way to a policy rate high enough to push down on inflation, but not so high as to crash the economy.Once they get rates to that point, in an approach one U.S. central banker has dubbed \"raise and hold,\" they intend to stand pat as the higher borrowing costs work their way through the economy to cool the labor market and ease price pressures.Traders are not buying it.After a report on Friday showing job growth did not slow as much as expected last month, futures contracts tied to U.S. short-term rates reflected bets the Fed would continue to raise rates next year, ultimately topping out just under or just over 5% by May.But just a few months later, based on those same futures contracts, the central bank is seen turning around and cutting rates, bringing them back down by the end of 2023 to where they are expected to end this year, in the 4.25%-4.50% range.The view that rates will follow a hump-shaped path over the coming year is one that traders have stuck to, more or less, since the Fed put its policy tightening into high gear over the summer to fight price pressures at levels not seen in 40 years.It syncs with financial market measures like the inverted Treasury yield curve flashing warning lights about a coming recession. Many economists, too, have forecast a rise in the unemployment rate of a percentage point or more over the coming year from the current 3.7%, consistent with a recession, including some at the Fed itself.The Fed's typical response to a weakening economy is to cut rates. But with inflation by the Fed's preferred measure running at three times its 2% target, economists say all bets are off - including those made by futures traders.\"I think those expectations are premature,\" said Jefferies economist Aneta Markowska. \"I don't think the Fed will be comfortable cutting rates until unemployment gets close to 5%, or inflation declines south of 3%. Those conditions are unlikely to be met until 2024.\"Fed policymakers will update their forecasts for unemployment and inflation at the end of their Dec. 13-14 meeting, with some already previewing snippets of their updated outlooks.New York Fed President John Williams last week said he does not expect inflation to fall below 3% before the end of 2023, even as unemployment, now at 3.7%, rises to between 4.5% and 5%. And rate cuts? Probably not until 2024, he said.Other policymakers have tried to deliver a similar message, with Fed Chair Jerome Powell saying it will require \"some time\" and Fed Vice Chair of Supervision Michael Barr calling for a \"long period\" to squeeze too-high inflation from the economy.\"My colleagues and I do not want overtighten because ... cutting rates is not something we want to do soon,\" Powell said at a Brookings Institution event on Wednesday.Avoiding an overshoot that could crash the economy was part of the rationale he gave for delivering a half-point rate hike next week, instead of the 75-basis-point rate increase the Fed has delivered at every meeting since June.Powell said he believes rates will ultimately need to go \"somewhat higher\" than the 4.6% policymakers projected in September. But, he said, \"we wouldn't just raise rates and try to crash the economy and then clean up afterwards.\"","news_type":1,"symbols_score_info":{".DJI":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":1269,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9964549557,"gmtCreate":1670194631680,"gmtModify":1676538315676,"author":{"id":"3578378737544841","authorId":"3578378737544841","name":"BennyTay","avatar":"https://community-static.tradeup.com/news/b2811d2536960cbba454a3f5f37fe4c5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578378737544841","idStr":"3578378737544841"},"themes":[],"htmlText":"🙏","listText":"🙏","text":"🙏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9964549557","repostId":"1190743720","repostType":4,"isVote":1,"tweetType":1,"viewCount":1351,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9961174774,"gmtCreate":1668904800199,"gmtModify":1676538125573,"author":{"id":"3578378737544841","authorId":"3578378737544841","name":"BennyTay","avatar":"https://community-static.tradeup.com/news/b2811d2536960cbba454a3f5f37fe4c5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578378737544841","idStr":"3578378737544841"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9961174774","repostId":"2284370776","repostType":4,"repost":{"id":"2284370776","kind":"highlight","pubTimestamp":1668819879,"share":"https://ttm.financial/m/news/2284370776?lang=en_US&edition=fundamental","pubTime":"2022-11-19 09:04","market":"us","language":"en","title":"7 Top-Tier Dividend Stocks to Buy for 2023","url":"https://stock-news.laohu8.com/highlight/detail?id=2284370776","media":"InvestorPlace","summary":"While the names and sectors vary, all of these stocks have one thing in common – they’re among the b","content":"<div>\n<p>While the names and sectors vary, all of these stocks have one thing in common – they’re among the best dividend stocks you can buy as 2022 comes to a close.Lockheed Martin (LMT): The defense ...</p>\n\n<a href=\"https://investorplace.com/market360/2022/11/7-top-tier-dividend-stocks-to-buy-for-2023/\">Source Link</a>\n\n</div>\n","source":"investorplace","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>7 Top-Tier Dividend Stocks to Buy for 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; 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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\">\n7 Top-Tier Dividend Stocks to Buy for 2023\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-19 09:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/market360/2022/11/7-top-tier-dividend-stocks-to-buy-for-2023/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>While the names and sectors vary, all of these stocks have one thing in common – they’re among the best dividend stocks you can buy as 2022 comes to a close.Lockheed Martin (LMT): The defense ...</p>\n\n<a href=\"https://investorplace.com/market360/2022/11/7-top-tier-dividend-stocks-to-buy-for-2023/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TTTN":"老虎中美互联网巨头ETF","BK4581":"高盛持仓","BK4187":"航天航空与国防","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","CMC":"美国工商五金公司","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","BK4139":"生物科技","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","BK4006":"钢铁","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","BK4566":"资本集团","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","BK4213":"石油与天然气的勘探与生产","ABR":"阿伯房地产信托","LU0320765992.SGD":"FTIF - Franklin Biotechnology Discovery A Acc SGD","BK4516":"特朗普概念","QNETCN":"纳斯达克中美互联网老虎指数","LU0109394709.USD":"富兰克林生物科技新领域基金A (acc)","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","BK4021":"海运","BK4110":"抵押房地产投资信托","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","LU0058720904.USD":"联博国际健康护理基金A","SBLK":"Star Bulk Carriers Corp","FANG":"Diamondback Energy","DVN":"德文能源","LU0289739699.SGD":"AB INTERNATIONAL HEALTH CARE PORTFOLIO \"A\" (SGD) ACC","LU0889565916.HKD":"FRANKLIN BIOTECHNOLOGY DISCOVERY \"A\" (HKD) ACC","AMGN":"安进","LMT":"洛克希德马丁","BK4564":"太空概念"},"source_url":"https://investorplace.com/market360/2022/11/7-top-tier-dividend-stocks-to-buy-for-2023/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2284370776","content_text":"While the names and sectors vary, all of these stocks have one thing in common – they’re among the best dividend stocks you can buy as 2022 comes to a close.Lockheed Martin (LMT): The defense contractor is up more than 30% on the year as the U.S. keeps a wary eye on the war in Ukraine and tensions with China and North Korea.Amgen (AMGN): Amgen impressed investors and analysts alike by unveiling updated long-term positive data about the effectiveness of Repatha drug that is used to treat high cholesterol.Arbor Realty Trust (ABR): The disbursement rules for real estate investment trusts makes them reliable picks for dividend investors.Star Bulk Carriers (SBLK): Investors should appreciate the massive 30% dividend yield offered by SBLK stock.Diamondback Energy (FANG): Diamondback remains in growth mode and plans to close a new acquisition early next year.Commercial Metals (CMC): It’s  the largest manufacturer of steel reinforcing bar, known as rebar, in North America and central Europe.Devon Energy (DVN): It’s been a great year for shareholders, as DVN stock is up more than 60% on the year.Source: ShutterstockProfessional / Shutterstock.comIn a market like this, you always can find dividend stocks to buy. If you’re like most investors, you probably can’t wait for 2023. History books will show that 2022 was a huge disappointment for the stock market, although it did create some compelling opportunities for top-tier dividend stocks.First of all, dividend stocks are a huge benefit in any portfolio. Dividend stocks pay a quarterly or monthly payment to shareholders, who can use the money for income (a great idea for retirees). Or for younger investors, a regular dividend payment can be reinvested into the market to help grow your portfolio quicker.My Dividend Grader is a great tool to find these top-tier dividend stocks to buy. The Dividend Grader evaluates dividend stocks on a variety of metrics and assigns a letter grade – just like in school, the best dividend stocks get an “A” or “B” rating.It’s similar to my Portfolio Grader tool, which also grades stocks based on earnings, analyst sentiment, momentum and qualitative standards.You can find great dividend stocks to buy in a variety of sectors – this list includes defense, energy, biotech, materials and real estate. While the names and sectors vary, all of these stocks have one thing in common – they’re among the best dividend stocks you can buy heading into 2023.Lockheed Martin Geopolitical tensions aren’t great for a lot of reasons, but one way to capitalize is defense contractors like Lockheed Martin (NYSE:LMT). Lockheed Martin is one of the biggest and most well-known contractors in the world and is always among the best dividend stocks to buy.While the stock market spent much of 2022 in correction territory, LMT is up more than 30% on the year as the U.S. keeps a wary eye on the war in Ukraine and tensions with China and North Korea.No doubt, Lockheed Martin makes money hand over fist. It brought in $16.58 billion just in the third quarter. While the company narrowly missed estimates of $16,68 billion, that appears to be a minor setback. Lockheed reaffirmed its outlook for the full year, for which it says it expects revenue of $65.25 billion and full-year earnings per share of $21.55.Lockheed provides a solid dividend yield of 2.6%, helping push it to an “A” rating in the Portfolio Grader and a “B” rating in my Dividend Grader.Amgen As a top biotech stock, Amgen (NASDAQ:AMGN) is on the cutting edge of providing treatments for a variety of ailments, including rheumatoid arthritis, bone cancer and psoriasis.While it’s not a household name, Amgen has succeeded in building an impressive pipeline of medications that keeps that revenue and earnings rolling in.Revenue in the third quarter was $6.65 billion, topping estimates by $100 million. Earnings per share were also solid at $4.70 per share, better than the $4.45 that the experts predicted.Meanwhile, the stock is up more than 18% so far this year with most of those gains coming since early September when Amgen impressed investors and analysts alike by unveiling updated long-term positive data about the effectiveness of Repatha drug that is used to treat high cholesterol.AMGN stock has a dividend yield of 2.7%. It has an “A” rating in the Portfolio Grader and a “B” rating in my Dividend Grader.Arbor Realty Trust If you’re looking for reliable income from a stock, it rarely hurts to consider the best real estate names in the market. One of the best right now is Arbor Realty Trust (NYSE:ABR), which is involved with Fannie Mae and Freddie Mac loan programs, FHA and low-income loans, and bridge loans.Arbor is a real estate investment trust or REIT. REITs are special types of investments because they are required to distribute 90% of their taxable earnings to shareholders. That can create some pretty extraordinary payout ratios and ABR is no exception – currently, it pays a dividend yield of 10.8%.Admittedly, with high interest rates there’s always a risk that the housing market will be slow for a while. But ABR doesn’t seem to be affected by the problem. Arbor topped top- and bottom-line estimates for revenue and EPS in each of the first three quarters.Arbor Realty has a “B” rating in the Dividend Grader.Star Bulk Carriers Star Bulk Carriers (NASDAQ:SBLK) has a stock price just under $20, but it paid a mammoth dividend over the last year of $6.55.Its last three quarterly dividends came in at $1.25, $2 and $1.65. So, you’re looking at a dividend yield for SBLK of more than 30% right now.Star Bulk transports dry bulk goods around the world on its fleet of 128 vessels. As the world is still coming to grips with the effects of Covid-19 shutdowns on the supply chain, Star Bulk’s vessels appear to be in demand. That should keep the profits coming in for shareholders.SBLK stock has a “B” rating in my Portfolio Grader and an “A” rating in the Dividend Grader.Diamondback Energy Texas-based Diamondback Energy (NASDAQ:FANG) is an energy exploration company that is involved with petroleum, natural gas liquids and natural gas.Its holdings are in the Permian Basin in west Texas, where it also recently acquired the assets of Lario Permian, a subsidiary of Lario Oil & Gas Co., in exchange for $850 million plus 4.18 million shares of FANG stock. The deal gives Diamondback access to another 25,000 acres in the Northern Midland Basin. The deal is expected to close in late January.That keeps Diamondback in growth mode. The company reported revenue in Q3 of $2.44 billion, which was more than 30% greater than a year ago. The revenue number also beat analysts’ expectations of $2.42 billion. EPS for the third quarter was also a pleasant surprise, coming in at $6.48 versus expectations of $6.36.FANG stock is up 48% so far this year and offers a dividend yield of 5.3%. Not surprisingly, it has “A” ratings in both the Dividend Grader and the Portfolio Grader.Commercial Metals As a major provider of recycled steel, Commercial Metals (NYSE:CMC) maintains operations in the United States and Poland.Its recycled metals are used in bridges, roads, automobiles, airports and other major buildings. The company is the largest manufacturer of steel reinforcing bar, known as rebar, in North America and central Europe.Earlier this month, CMC completed its acquisition of a Texas metal recycling facility and related assets from Kodiak Resources, adding another 55,000 tons of annual capacity to its portfolio.Earnings for the company’s fiscal fourth quarter beat estimates on both the top and bottom lines. CMC reported revenue of $2.41 billion and EPS of $2.45, versus estimates for $2.37 billion revenue and EPS of $2.23.Commercial Metals stock is up 30% so far this year and has a dividend yield of 1.4%. That gives it “A” grades in both the Dividend Grader and the Portfolio Grader.Devon Energy No stock on this list has grown as much in 2022 as Devon Energy (NYSE:DVN). Fueled by higher oil and natural gas prices, Devon stock is up more than 60% on the year. And even if the globe sinks into a recession, Devon stock should be fine because analysts project crude oil prices to remain high for the next several years.On Nov. 1, Devon announced a dividend of $1.35 per share; a 61% increase from a year ago. That puts Devon’s dividend yield at a whopping 7.3%.The Oklahoma company should also benefit from the Biden administration’s deal with the European Union. Washington wants to reduce the EU’s reliance on Russian natural gas by providing at least 15 billion cubic meters of liquified natural gas in 2022.As long as Russia remains at odds with the west, companies like Devon stand to capitalize in European markets.DNV stock has an “A” rating in the Portfolio Grader and the Dividend Grader.","news_type":1,"symbols_score_info":{"FANG":1,"AMGN":1,"DVN":1,"TTTN":0.9,"CMC":1,"ABR":1,"LMT":1,"QNETCN":0.9,"SBLK":1}},"isVote":1,"tweetType":1,"viewCount":1621,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9961174488,"gmtCreate":1668904790444,"gmtModify":1676538125573,"author":{"id":"3578378737544841","authorId":"3578378737544841","name":"BennyTay","avatar":"https://community-static.tradeup.com/news/b2811d2536960cbba454a3f5f37fe4c5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578378737544841","idStr":"3578378737544841"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9961174488","repostId":"2284278722","repostType":4,"repost":{"id":"2284278722","kind":"highlight","pubTimestamp":1668822397,"share":"https://ttm.financial/m/news/2284278722?lang=en_US&edition=fundamental","pubTime":"2022-11-19 09:46","market":"us","language":"en","title":"3 of the Most Popular Stocks on the Planet Could Plunge 44% to 57%, According to Wall Street","url":"https://stock-news.laohu8.com/highlight/detail?id=2284278722","media":"Motley Fool","summary":"Popularity doesn't always translate to profitability -- at least according to these Wall Street analysts.","content":"<div>\n<p>Collectively speaking, Wall Street analysts and financial institutions are optimistic about the stock market as a whole. Even though economic recessions, stock market corrections, and bear markets are...</p>\n\n<a href=\"https://www.fool.com/investing/2022/11/18/3-most-popular-stocks-plunge-44-to-57-wall-street/\">Source Link</a>\n\n</div>\n","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 of the Most Popular Stocks on the Planet Could Plunge 44% to 57%, According to Wall Street</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\">\n3 of the Most Popular Stocks on the Planet Could Plunge 44% to 57%, According to Wall Street\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-19 09:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/11/18/3-most-popular-stocks-plunge-44-to-57-wall-street/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Collectively speaking, Wall Street analysts and financial institutions are optimistic about the stock market as a whole. Even though economic recessions, stock market corrections, and bear markets are...</p>\n\n<a href=\"https://www.fool.com/investing/2022/11/18/3-most-popular-stocks-plunge-44-to-57-wall-street/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","NFLX":"奈飞","BBBY":"Bed Bath & Beyond, Inc."},"source_url":"https://www.fool.com/investing/2022/11/18/3-most-popular-stocks-plunge-44-to-57-wall-street/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2284278722","content_text":"Collectively speaking, Wall Street analysts and financial institutions are optimistic about the stock market as a whole. Even though economic recessions, stock market corrections, and bear markets are inevitable events, analysts are well aware that, over long periods, the major U.S. indexes increase in value over time.The same thesis applies to most high-quality and widely held companies. The key word here being \"most.\"Image source: Getty Images.Though the vast majority of Wall Street analysts have ratings of buy or hold on the universe of companies they cover, the rare sell or underperform rating does exist -- even for widely held stocks. If select Wall Street analysts are right, three of the most popular stocks on the planet could tumble between 44% and 57% over the next year.Tesla: Implied downside of 57%The first ultra-popular stock that could plummet over the coming year, at least according to analyst Craig Irwin of Roth Capital, is electric vehicle (EV) manufacturer Tesla. Even after slightly adjusting his firm's price target upward last week, Irwin foresees Tesla shares hitting $85. That represents a 57% decline from where shares closed last week.Irwin's pessimistic tone on Tesla has to do with the company's nosebleed valuation. In an interview with CNBC this past August, Irwin opined that other automakers can ramp production of EVs and effectively replicate the success Tesla has demonstrated... but with a far more attractive valuation.For the time being, Tesla is the clear leader in North American EV sales. After delivering 343,830 EVs during the third quarter, the company appears well on its way to surpassing 1 million deliveries in a year for the first time in its history. With the Austin, Texas, and Berlin, Germany, gigafactories coming online earlier this year, there's a good likelihood of at least 50% production and delivery growth in 2023.Tesla also has CEO Elon Musk, who's overseen Tesla's expansion into the energy business, as well as its push into robotics. Musk brings an intangible factor to the table that can be difficult for Wall Street analysts to value.But there are clear concerns with Tesla that I share with Irwin. Even at a forward-year multiple of 35 times Wall Street's forecast earnings, this is numerous deviations above the single-digit price-to-earnings ratios virtually all auto stocks trade at. Tesla isn't immune to the supply chain challenges and historically high inflation currently weighing on the auto industry. Its energy operations have also consistently lost money.The other issue with Tesla is its polarizing CEO. Although he's a visionary, Musk has failed to deliver on a long list of promises. In particular, Musk's timeline for when new EVs or innovations will be introduced, such as level 5 self-driving, the Cybertruck, and the Semi, to name a few, haven't been met. Tesla's valuation has been supported by these as of now empty promises. In other words, an $85 share price target isn't entirely out of the question, in my view.Bed Bath & Beyond: Implied downside of 49%A second extremely popular stock that at least one Wall Street analyst believes will leave shareholders disappointed is home furnishings retailer Bed Bath & Beyond.According to Goldman Sachs analyst Kate McShane, Bed Bath & Beyond is headed to just $2 per share over the next 12 months. That would be a hefty 49% drop from where shares closed last week. The impetus behind McShane's diminutive price target is Bed Bath & Beyond's weak second-quarter comparable-store sales and ongoing inventory problems.At the beginning of 2020, even I had my hopes up that Bed Bath & Beyond would take a page out of the Best Buy turnaround blueprint and right the ship. On the surface, the company's plan made sense. It would aggressively invest in direct-to-consumer sales, put money to work to improve the efficiency of its supply chain, and seek out products or brands that would help differentiate its stores and drive buying activity. Unfortunately, the COVID-19 pandemic and the company's balance sheet did it no favors.One of the biggest problems for Bed Bath & Beyond is that its products aren't differentiated. Consumers have simply chosen to shop online elsewhere. Considering that comparable-store sales declined 26% (not a typo!) in the fiscal second quarter, it's clear the company hasn't done enough to court consumers or get the right product in its stores.But the bigger gaffe might be Bed Bath & Beyond's share purchase program, which in hindsight wasted more than $1 billion in cash that it could desperately use right now.  According to the bond market, Bed Bath & Beyond's $900 million bond set to mature in 2044 is trading almost 92% below its par issue price in 2014. That's often a good indication that bond investors believe Bed Bath & Beyond will struggle to stay solvent.Ultimately, McShane's price target may prove to be $2 too high, but only time will tell.Netflix: Implied downside of 44%The third exceptionally popular stock that at least one Wall Street analyst is not too fond of at its current valuation is streaming giant Netflix.In mid-October, following the release of the company's third-quarter operating results, Benchmark Company analyst Matthew Harrigan raised his firm's price target on the company by $5. Only problem is the new target of $162 (along with his firm's sell rating) sits 44% below where Netflix closed this past week. In an interview with CNBC in July, Harrigan noted that Netflix's moderating subscriber growth, increased competition, and low-to-mid-single-digit free cash flow yield were all reasons to be cautious.On the one hand, Netflix has rightly commanded a premium for more than a decade thanks to its industry-leading streaming market share. During the first quarter of 2022, Netflix held a 39% share of monthly active streaming video on-demand users in the U.S., according to Sensor Tower. This success is a function of its first-mover advantage, as well as its focus on original programming. It's estimated that half of Netflix's current U.S. content library is comprised of original content.Additionally, Netflix has always demonstrated strong pricing power and innovation. The company hasn't dealt with subscriber pushback following previously announced monthly price increases, and it recently introduced an ad-supported tier to attract users wanting a lower monthly price point.But to echo what Harrigan said over the summer, Netflix's market share is, indeed, declining as competition builds, and the company's cash flow has always been a concern. Until recently, Netflix had been spending aggressively and burning cash to expand its reach into international markets. Even though Netflix is reasonably inexpensive on an earnings basis, it's still an incredibly pricey stock relative to what Wall Street believes it'll generate in cash flow in 2022 and 2023.While betting against Netflix has rarely paid off over any significant length of time, it's difficult to see a scenario where its stock outperforms as competition picks up and subscriber growth slows.","news_type":1,"symbols_score_info":{"NFLX":0.9,"BBBY":0.9,"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":1151,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9961174889,"gmtCreate":1668904782041,"gmtModify":1676538125565,"author":{"id":"3578378737544841","authorId":"3578378737544841","name":"BennyTay","avatar":"https://community-static.tradeup.com/news/b2811d2536960cbba454a3f5f37fe4c5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578378737544841","idStr":"3578378737544841"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":1,"link":"https://ttm.financial/post/9961174889","repostId":"1143890380","repostType":4,"repost":{"id":"1143890380","kind":"news","pubTimestamp":1668822759,"share":"https://ttm.financial/m/news/1143890380?lang=en_US&edition=fundamental","pubTime":"2022-11-19 09:52","market":"us","language":"en","title":"Sea Limited: Profitability May Be Around The Corner","url":"https://stock-news.laohu8.com/highlight/detail?id=1143890380","media":"Seeking Alpha","summary":"SummaryFurther uncertainty for Sea Limited's Garena as its QAU did not stabilize as expected. New ga","content":"<html><head></head><body><h3>Summary</h3><ul><li>Further uncertainty for Sea Limited&#39;s Garena as its QAU did not stabilize as expected. New games were launched in recent months.</li><li>Shopee’s race to profitability has accelerated as shown in the material improvements in unit economics, and they are expected to be profitable by FY23.</li><li>SeaBank&#39;s credit business is growing strongly and its overall credit business is profitable and cash flow positive. Its revenue now makes up 10.4% of its overall revenue.</li><li>Execution has been on point in attaining profitability although that resulted in declining growth in FY22. Management believes growth can reaccelerate once it achieves profitability.</li><li>Sea Limited has sufficient cash reserves to pay off the convertible notes.</li></ul><h3>Investment Thesis</h3><p><a href=\"https://laohu8.com/S/SE\">Sea Limited</a> has come under much scrutiny in the past 2 years as the shift in focus from growth to profitability and macro headwinds have led to a massive growth decline across itsShopee and Garena units. While this is unfortunate, management has executed brilliantly so far to turn the company into an increasingly self-sufficient business in the near term.</p><p>In this article, I attempt to dive deeper into itsQ3 2022 resultand provide an overall analysis of the earnings. Although I’d like to highlight that the management has explicitly stated that growth can reaccelerate after attaining profitability and that they have a sufficient cash reserve to pay off the convertible notes sitting on the balance sheet.</p><h3>Garena<img src=\"https://static.tigerbbs.com/ab8fe0ed7909a98b7fdf0b930bc362df\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/></h3><p>SE 10-Q</p><p><img src=\"https://static.tigerbbs.com/8386bb1c95c3d5300e1fe0f371528199\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/></p><p>SE 10-Q</p><p>Garena’s QAU and QPU continued to decline sequentially, as the management’s anticipation of its user base stabilizing did not materialize. The macro headwinds continue to be a headache, and it seems that there is more uncertainty lying ahead for Garena Free Fire. The key forward is to focus on launching new games, with games such asPrimitive EraandBlack Clover Mobilelaunching recently. While this indicates that management is working hard to reaccelerate Garena’s growth, it is important to recognize that the success of games is not guaranteed, and this is the bigger uncertainty for the business. As a result, this caused its adjusted EBITDA margin to further decline to 32.5% during the quarter.</p><p>Additionally, management states that the expiry of the agreement with Riot Games will have no impact on Garena’s publishing business, and Garena is seeking other top-game developers for their publishing business.</p><p>Shopee<img src=\"https://static.tigerbbs.com/79b7f33be279fa015f52addd35b55d96\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/>SE 10-Q<img src=\"https://static.tigerbbs.com/6aaff49a0ba8c901eadda2b7cf01a391\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/>SE 10-Q</p><p>Shopee’s GMV grew 14% Y/Y and the number of orders grew 18% Y/Y, a continuous decline in the past couple of quarters. This is a result of management pulling back on its sales and marketing (“S&amp;M”) expenses, exiting multiple markets, cutting costs aggressively (such as hiring), and lastly, the lower consumer discretionary spending. This is in contrast to Lazada (NYSE: BABA), as the number oforders declined Y/Yand they are also prioritizing profitability through increased monetization.</p><p>While this does show that consumers continue to spend on Shopee in SEA, its GMV and number of orders are partially contributed by Shopee Brazil. In a tough macro environment, Shopee experienced a 36% Y/Y growth in the number of brands on the platform, indicating that Shopee is an increasingly important partner in growing its online revenue.<img src=\"https://static.tigerbbs.com/7e09e1e030c482f41afaf8695896f9ec\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/>SE 10-Q</p><p>The more important portion is Shopee’s improvement in profitability. Its overall adjusted EBITDA loss per order continues to improve by 23.5% sequentially, and more specifically, Shopee Brazil’s loss per order improved by 27.5% sequentially during the quarter as compared to 6.6% in the last quarter. Moreover, Shopee is expected to attain profitability by FY23 instead of FY25 as previously guided by the management. This goes to show that the management has made great strides in pursuing profitability, which is impressive in my view. Once it attained self-sufficiency, growth can reaccelerate, although, the management is expecting flat or negative growth in certain metrics in the near term.</p><h3>SeaBank</h3><p><i>Note that I will be using “SeaBank” and “SeaMoney” interchangeably.</i></p><p><img src=\"https://static.tigerbbs.com/0f0cb77d6ac22f50a1208eaf075db51c\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/></p><p>SE 10-Q</p><p>SeaMoney’s loan receivables grew 46% from 4Q21 and 110% from 3Q21 to $2.2 billion. These are loans provided to customers whereby SeaMoney generates revenue by charging interest rates, and it has been growing quickly. In myprevious article, I showed that in Sep 2022, SeaBank Indonesia grew its loans and customer deposits by 111% Y/Y and 147% Y/Y, respectively, and the launch of ShopeePay in Brazil. During the earnings call, management stated that the credit business is profitable and cash flow positive, and it will be focusing on growing this business in Southeast Asia (“SEA”) and Brazil.</p><p>Additionally, they have also said to diversify their source of funding for the credit business, which I believe is to seek third-party financing partners to reduce the capital required for the business and at the same time, reduce credit risk. Similar to Bank Jago (IDX: ARTO), SeaBank may utilize the data of its partners to help improve the non-performing loans and scale its lending. Readers who are unaware of SeaBank’s business model can head to mydeep diveinto the company.</p><p><img src=\"https://static.tigerbbs.com/2de194897c03f180f99a0dd2b75bf2d0\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/></p><p>SE 10-Q</p><p><img src=\"https://static.tigerbbs.com/5932cc09aca0134084217800afb30399\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/></p><p>SE 10-Q</p><p><img src=\"https://static.tigerbbs.com/6205c82c79c753720862ed8385dd0e2a\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/></p><p>SE 10-Q</p><p>As a result of its growing deposits and loan books, its Q3 2022 revenue grew 147% Y/Y, and it has been increasingly making up a bigger portion of its overall revenue at 10.4% this quarter. Management had also been deliberate in cutting down on S&amp;M expenses and combined with its acceleration revenue growth, its adjusted EBITDA margin has improved massively to -20.7% during the quarter. This is compared to -40% in 2Q22 and -120.3% a year ago.</p><h3>Sufficient Cash Reserves To Pay off Convertible Notes<img src=\"https://static.tigerbbs.com/4ff585449530fce4084e7d1447e077b4\" tg-width=\"1280\" tg-height=\"798\" referrerpolicy=\"no-referrer\"/></h3><p>SE 10-Q</p><p>One of the biggest concerns about Sea Limited for investors is the cash burn rate, as they fear that the company does not have enough sufficient cash reserves to pay off convertible notes maturing in 2026. However, not only did the cash outflow slow in Q3 2022, but the management has also hinted that there are sufficient cash reserves to pay off the convertible notes:</p><blockquote>“We aim to continue to maintain a net cash position, after budgeting for the full retirement in cash of outstanding convertible bonds and assuming no external funding.”</blockquote><h3>Conclusion</h3><p>Overall, this was a pretty decent quarter for Sea Limited, as we could see that they had made huge improvements on the road to profitability, particularly for Shopee. While that comes at a growth trade-off, management has indicated that Shopee can reaccelerate its growth after attaining profitability in FY23, which is pulled forward from FY25 as guided previously.</p><p>Garena&#39;s results continue to be a concern as macro seems to have a longer-than-expected impact on its user base and its profitability as a result has been trending downwards over the past couple of quarters. Management has been working hard on its gaming pipelines, although the uncertainty lies in the successes of these new games and whether they could reaccelerate their growth in the future.</p><p>SeaBank has been growing its top line really quickly and huge improvements were made on the bottom line as well. Furthermore, the overall credit business is profitable and is generating positive cash flow, and has been increasingly making up a larger proportion of its total revenue. I continue to believe that this can be a potential growth driver for Sea Limited.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Sea Limited: Profitability May Be Around The Corner</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSea Limited: Profitability May Be Around The Corner\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-19 09:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4559176-sea-limited-profitability-may-be-around-the-corner><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryFurther uncertainty for Sea Limited's Garena as its QAU did not stabilize as expected. New games were launched in recent months.Shopee’s race to profitability has accelerated as shown in the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4559176-sea-limited-profitability-may-be-around-the-corner\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"https://seekingalpha.com/article/4559176-sea-limited-profitability-may-be-around-the-corner","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143890380","content_text":"SummaryFurther uncertainty for Sea Limited's Garena as its QAU did not stabilize as expected. New games were launched in recent months.Shopee’s race to profitability has accelerated as shown in the material improvements in unit economics, and they are expected to be profitable by FY23.SeaBank's credit business is growing strongly and its overall credit business is profitable and cash flow positive. Its revenue now makes up 10.4% of its overall revenue.Execution has been on point in attaining profitability although that resulted in declining growth in FY22. Management believes growth can reaccelerate once it achieves profitability.Sea Limited has sufficient cash reserves to pay off the convertible notes.Investment ThesisSea Limited has come under much scrutiny in the past 2 years as the shift in focus from growth to profitability and macro headwinds have led to a massive growth decline across itsShopee and Garena units. While this is unfortunate, management has executed brilliantly so far to turn the company into an increasingly self-sufficient business in the near term.In this article, I attempt to dive deeper into itsQ3 2022 resultand provide an overall analysis of the earnings. Although I’d like to highlight that the management has explicitly stated that growth can reaccelerate after attaining profitability and that they have a sufficient cash reserve to pay off the convertible notes sitting on the balance sheet.GarenaSE 10-QSE 10-QGarena’s QAU and QPU continued to decline sequentially, as the management’s anticipation of its user base stabilizing did not materialize. The macro headwinds continue to be a headache, and it seems that there is more uncertainty lying ahead for Garena Free Fire. The key forward is to focus on launching new games, with games such asPrimitive EraandBlack Clover Mobilelaunching recently. While this indicates that management is working hard to reaccelerate Garena’s growth, it is important to recognize that the success of games is not guaranteed, and this is the bigger uncertainty for the business. As a result, this caused its adjusted EBITDA margin to further decline to 32.5% during the quarter.Additionally, management states that the expiry of the agreement with Riot Games will have no impact on Garena’s publishing business, and Garena is seeking other top-game developers for their publishing business.ShopeeSE 10-QSE 10-QShopee’s GMV grew 14% Y/Y and the number of orders grew 18% Y/Y, a continuous decline in the past couple of quarters. This is a result of management pulling back on its sales and marketing (“S&M”) expenses, exiting multiple markets, cutting costs aggressively (such as hiring), and lastly, the lower consumer discretionary spending. This is in contrast to Lazada (NYSE: BABA), as the number oforders declined Y/Yand they are also prioritizing profitability through increased monetization.While this does show that consumers continue to spend on Shopee in SEA, its GMV and number of orders are partially contributed by Shopee Brazil. In a tough macro environment, Shopee experienced a 36% Y/Y growth in the number of brands on the platform, indicating that Shopee is an increasingly important partner in growing its online revenue.SE 10-QThe more important portion is Shopee’s improvement in profitability. Its overall adjusted EBITDA loss per order continues to improve by 23.5% sequentially, and more specifically, Shopee Brazil’s loss per order improved by 27.5% sequentially during the quarter as compared to 6.6% in the last quarter. Moreover, Shopee is expected to attain profitability by FY23 instead of FY25 as previously guided by the management. This goes to show that the management has made great strides in pursuing profitability, which is impressive in my view. Once it attained self-sufficiency, growth can reaccelerate, although, the management is expecting flat or negative growth in certain metrics in the near term.SeaBankNote that I will be using “SeaBank” and “SeaMoney” interchangeably.SE 10-QSeaMoney’s loan receivables grew 46% from 4Q21 and 110% from 3Q21 to $2.2 billion. These are loans provided to customers whereby SeaMoney generates revenue by charging interest rates, and it has been growing quickly. In myprevious article, I showed that in Sep 2022, SeaBank Indonesia grew its loans and customer deposits by 111% Y/Y and 147% Y/Y, respectively, and the launch of ShopeePay in Brazil. During the earnings call, management stated that the credit business is profitable and cash flow positive, and it will be focusing on growing this business in Southeast Asia (“SEA”) and Brazil.Additionally, they have also said to diversify their source of funding for the credit business, which I believe is to seek third-party financing partners to reduce the capital required for the business and at the same time, reduce credit risk. Similar to Bank Jago (IDX: ARTO), SeaBank may utilize the data of its partners to help improve the non-performing loans and scale its lending. Readers who are unaware of SeaBank’s business model can head to mydeep diveinto the company.SE 10-QSE 10-QSE 10-QAs a result of its growing deposits and loan books, its Q3 2022 revenue grew 147% Y/Y, and it has been increasingly making up a bigger portion of its overall revenue at 10.4% this quarter. Management had also been deliberate in cutting down on S&M expenses and combined with its acceleration revenue growth, its adjusted EBITDA margin has improved massively to -20.7% during the quarter. This is compared to -40% in 2Q22 and -120.3% a year ago.Sufficient Cash Reserves To Pay off Convertible NotesSE 10-QOne of the biggest concerns about Sea Limited for investors is the cash burn rate, as they fear that the company does not have enough sufficient cash reserves to pay off convertible notes maturing in 2026. However, not only did the cash outflow slow in Q3 2022, but the management has also hinted that there are sufficient cash reserves to pay off the convertible notes:“We aim to continue to maintain a net cash position, after budgeting for the full retirement in cash of outstanding convertible bonds and assuming no external funding.”ConclusionOverall, this was a pretty decent quarter for Sea Limited, as we could see that they had made huge improvements on the road to profitability, particularly for Shopee. While that comes at a growth trade-off, management has indicated that Shopee can reaccelerate its growth after attaining profitability in FY23, which is pulled forward from FY25 as guided previously.Garena's results continue to be a concern as macro seems to have a longer-than-expected impact on its user base and its profitability as a result has been trending downwards over the past couple of quarters. Management has been working hard on its gaming pipelines, although the uncertainty lies in the successes of these new games and whether they could reaccelerate their growth in the future.SeaBank has been growing its top line really quickly and huge improvements were made on the bottom line as well. Furthermore, the overall credit business is profitable and is generating positive cash flow, and has been increasingly making up a larger proportion of its total revenue. I continue to believe that this can be a potential growth driver for Sea Limited.","news_type":1,"symbols_score_info":{"SE":0.9}},"isVote":1,"tweetType":1,"viewCount":1874,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9961174182,"gmtCreate":1668904761846,"gmtModify":1676538125557,"author":{"id":"3578378737544841","authorId":"3578378737544841","name":"BennyTay","avatar":"https://community-static.tradeup.com/news/b2811d2536960cbba454a3f5f37fe4c5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578378737544841","idStr":"3578378737544841"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9961174182","repostId":"2284003593","repostType":4,"repost":{"id":"2284003593","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":1668869302,"share":"https://ttm.financial/m/news/2284003593?lang=en_US&edition=fundamental","pubTime":"2022-11-19 22:48","market":"us","language":"en","title":"Tesla Recalls 321,000 US Vehicles Over Rear Light Issue","url":"https://stock-news.laohu8.com/highlight/detail?id=2284003593","media":"Reuters","summary":"(Reuters) -Tesla is recalling more than 321,000 vehicles in the United States because tail lights may intermittently fail to illuminate, the company said in a filing made public Saturday.The news foll","content":"<html><head></head><body><p>(Reuters) -Tesla is recalling more than 321,000 vehicles in the United States because tail lights may intermittently fail to illuminate, the company said in a filing made public Saturday.</p><p>The news follows the company&#39;s recall on Friday of nearly 30,000 Model X cars in the United States over an issue that may cause the front passenger air bag to deploy incorrectly, which sent its shares down almost 3% to a near two-year low.</p><p>In the filing published Saturday to the National Highway Traffic Safety Administration (NHTSA), the electric vehicle manufacturer said the tail light-related recall covers some 2023 Model 3 and 2020-2023 Model Y vehicles.</p><p>Texas-based Tesla said it will deploy an over-the-air update to correct the rear light issue and said it has no reports of any crashes or injuries related to the recall.</p><p>The company said the recall followed customer complaints it became aware of in late October, largely from foreign markets, claiming vehicle tail lights were not illuminating.</p><p>The investigation found in rare cases the lights may intermittently not work due to an anomaly that may cause false fault detections during the vehicle wake-up process. Tesla said it had received three warranty reports over the issue.</p><p>Tesla has reported 19 U.S. recall campaigns in 2022 covering more than 3.7 million vehicles including four callbacks in November, according to NHTSA data.</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>Tesla Recalls 321,000 US Vehicles Over Rear Light Issue</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 Recalls 321,000 US Vehicles Over Rear Light Issue\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-11-19 22:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) -Tesla is recalling more than 321,000 vehicles in the United States because tail lights may intermittently fail to illuminate, the company said in a filing made public Saturday.</p><p>The news follows the company&#39;s recall on Friday of nearly 30,000 Model X cars in the United States over an issue that may cause the front passenger air bag to deploy incorrectly, which sent its shares down almost 3% to a near two-year low.</p><p>In the filing published Saturday to the National Highway Traffic Safety Administration (NHTSA), the electric vehicle manufacturer said the tail light-related recall covers some 2023 Model 3 and 2020-2023 Model Y vehicles.</p><p>Texas-based Tesla said it will deploy an over-the-air update to correct the rear light issue and said it has no reports of any crashes or injuries related to the recall.</p><p>The company said the recall followed customer complaints it became aware of in late October, largely from foreign markets, claiming vehicle tail lights were not illuminating.</p><p>The investigation found in rare cases the lights may intermittently not work due to an anomaly that may cause false fault detections during the vehicle wake-up process. Tesla said it had received three warranty reports over the issue.</p><p>Tesla has reported 19 U.S. recall campaigns in 2022 covering more than 3.7 million vehicles including four callbacks in November, according to NHTSA data.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2284003593","content_text":"(Reuters) -Tesla is recalling more than 321,000 vehicles in the United States because tail lights may intermittently fail to illuminate, the company said in a filing made public Saturday.The news follows the company's recall on Friday of nearly 30,000 Model X cars in the United States over an issue that may cause the front passenger air bag to deploy incorrectly, which sent its shares down almost 3% to a near two-year low.In the filing published Saturday to the National Highway Traffic Safety Administration (NHTSA), the electric vehicle manufacturer said the tail light-related recall covers some 2023 Model 3 and 2020-2023 Model Y vehicles.Texas-based Tesla said it will deploy an over-the-air update to correct the rear light issue and said it has no reports of any crashes or injuries related to the recall.The company said the recall followed customer complaints it became aware of in late October, largely from foreign markets, claiming vehicle tail lights were not illuminating.The investigation found in rare cases the lights may intermittently not work due to an anomaly that may cause false fault detections during the vehicle wake-up process. Tesla said it had received three warranty reports over the issue.Tesla has reported 19 U.S. recall campaigns in 2022 covering more than 3.7 million vehicles including four callbacks in November, according to NHTSA data.","news_type":1,"symbols_score_info":{"TSLA":1}},"isVote":1,"tweetType":1,"viewCount":1350,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9969100383,"gmtCreate":1668381457243,"gmtModify":1676538045937,"author":{"id":"3578378737544841","authorId":"3578378737544841","name":"BennyTay","avatar":"https://community-static.tradeup.com/news/b2811d2536960cbba454a3f5f37fe4c5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578378737544841","idStr":"3578378737544841"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9969100383","repostId":"2283448945","repostType":2,"repost":{"id":"2283448945","kind":"highlight","pubTimestamp":1668380499,"share":"https://ttm.financial/m/news/2283448945?lang=en_US&edition=fundamental","pubTime":"2022-11-14 07:01","market":"us","language":"en","title":"Stock Market Rally Meets Retail Sales and Earnings: What to Know This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=2283448945","media":"Yahoo Finance","summary":"U.S. stocks are coming off of their best week since June, and Wall Street's ability to extend the wi","content":"<html><head></head><body><p>U.S. stocks are coming off of their best week since June, and Wall Street&#39;s ability to extend the winning streak in days ahead likely hinges on news out of the retail sector.</p><p>Lighter inflation data rekindled investor hopes that a monetary policy shift is near, and key earnings results from retailers and the government’s October report on the sector could put that optimism to the test.</p><p>Walmart (WMT), Target (TGT), and the Home Depot (HD) top a lengthy docket of companies scheduled to unveil third-quarter financials this week.</p><p>The Commerce Department will also publish its monthly retail sales report for October on Wednesday, with economists surveyed by Bloomberg estimating a headline increase of 1.0% after spending was flat during the prior month.</p><p>Bets that Federal Reserve policymakers will pull back on the pace and scale of interest rate hikes after October’s Consumer Price Index (CPI) showed easing inflation last month helped propel the major averages towards sizable gains. The S&amp;P 500 rose 5.9% for the week, its best five-day performance since the week ending June 24, while the Dow Jones Industrial Average advanced 4.2%. The Nasdaq Composite had its best week since March, bouncing 8.1%.</p><p>The moves came after the latest CPI reading placed the annual pace of inflation at 7.7% in October and 0.4% over the month, while “core” CPI – which takes out the volatile food and energy categories – slowed to 6.3% year-over-year and 0.3% over October. The figures were better than Wall Street’s calls for a 7.9% year-over-year rise and 0.5% monthly gain and down meaningfully from September’s numbers.</p><p>While the softer data was met with “an equity market ovation,” as Principal Asset Management Chief Global Strategist Seema Shah put it, strategists — and some members of the Federal Reserve themselves — have asserted that excitement is premature given that other economic data will be revealed before the Fed’s next policy-setting meeting in December.</p><p>“Chair Jay Powell has repeatedly emphasized that the Fed does not put too much weight on a single month’s data,” Andy Sparks, MSCI head of portfolio management research, wrote in a note. “His comments following last week’s Federal Open Market Committee meeting likely still reflect current Fed thinking — that a strong labor market continues to support stubbornly high inflation and that the risk of doing too little still outweighs the risk of doing too much.”</p><p>A strong reading on retail sales could derail the market’s push higher: Bloomberg’s consensus economist estimate of a 1.0% jump in the main measure of the monthly report, if realized on Wednesday, would reflect spending remains strong and consumers remain resilient. Investors could interpret that strength as a signal to Fed officials that they have more room for hikes.</p><p>According to Bank of America, two factors account for the anticipated jump in October’s print: another round of Amazon Prime Day and related promotions in addition to July’s event, along with the deployment of one-off stimulus payments in California, which accounts for about one-seventh of the national economy. A pickup in gas spending due to higher prices on gasoline also contributed to the expected increase.</p><p>On the earnings front, Walmart will kick off a big week of retail reports when the retailer reports before the open on Tuesday. Analysts expect that the megastore got a boost from back-to-school shopping, along with more value spending among U.S. consumers weighed down by rising prices. At the same time, results are expected to show pressure from inflation, rising interest rates, and bloated inventories that have plagued many retailers.</p><p>Last quarter, Walmart CEO Doug McMillon said increasing levels of food and fuel inflation were pressuring consumer spending and apparel required more markdown dollars.</p><p>Other consumer names on the earnings deck this week are the Home Depot (HD), Target (TGT), TJX Companies (TJX), BJ&#39;s Wholesale (BJ), Gap (GPS), Kohl&#39;s (KSS), Macy&#39;s (M), and Ross Stores (ROST), among others.</p><p>The market has rewarded positive earnings surprises more than the five-year average, while punishing misses more too, as Wall Street prices in more downside risk as recession fears grow.</p><p>As of Friday, 91% of companies in the S&amp;P 500 have reported third quarter earnings, with 69% reporting actual earnings per share above the mean estimate — below the five-year average of 77% that beat, per FactSet Research. Companies whose results came in better-than-feared saw an average increase in their stock price 2.4% two days before the earnings release through two days after the earnings release, meaningfully higher than the five-year average price increase of 0.9% for companies reporting earnings beats during the same window.</p><p><img src=\"https://community-static.tradeup.com/news/f75c75d7452d215bcfc59a3cf96fc0a2\" tg-width=\"1376\" tg-height=\"792\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>The market is rewarding positive EPS surprises in Q3 more than average for S&amp;P 500 companies. (Source: FactSet Research)</p><p>FactSet Research</p><p>Elsewhere in economic data, the Producer Price Index (PPI), a reading on inflation from the production side of the economy, is due out Tuesday. PPI, which measures the change in prices paid to U.S. producers of goods and services, is expected to have cooled last month. The week will also be jam-packed with housing data, including readings on housing starts, building permits, and existing home sales.</p><p>—</p><h2>Economic Calendar</h2><p><b>Monday: </b><i>No notable economic data scheduled for release.</i></p><p><b>Tuesday</b>: <b><i>Empire Manufacturing</i></b>, November (-5.5 expected, -9.1 during prior month); <b><i>PPI Final Demand</i></b>, month-over-month, October (0.5% expected, 0.4% during prior month); <b><i>PPI Excluding Food and Energy</i></b>, month-over-month, October (0.4% expected, 0.3% during prior month); <b><i>PPI Excluding Food, Energy, and Trade</i></b>, month-over-month, October (0.2% expected, 0.4% during prior month); <b><i>PPI Final Demand</i></b>, year-over-year, October (8.4% expected, 8.5% during prior month); <b><i>PPI Excluding Food and Energy</i></b>, year-over-year, October (7.2% expected, 7.2% during prior month); <b><i>PPI Excluding Food, Energy, and Trade</i></b>, year-over-year, October (5.5% expected, 5.6% during prior month); <b><i>Bloomberg Nov. United States Economic Survey</i></b></p><p><b>Wednesday: </b><b><i>MBA Mortgage Applications</i></b>, week ended Nov. 11 (-0.1% during prior week); <b><i>Retail Sales Advance</i></b>, month-over-month, October (1.0% expected, 0.0% during prior month); <b><i>Retail Sales Excluding Autos</i></b>, month-over-month, October (0.5% expected, 0.1% during prior month); <b><i>Retail Sales Excluding Autos and Gas</i></b>, month-over-month, October (0.3% expected, 0.3% during prior month); <b><i>Retail Sales Control Group</i></b>, October (0.3% expected, 0.4% during prior month); <b><i>Import Price Index</i></b>, month-over-month, October (-0.5% expected, -1.2% during prior month); <b><i>Import Price Index Excluding Petroleum</i></b>, month-over-month, October (-0.8% expected, -0.5% during prior month); <b><i>Import Price Index</i></b>, year-over-year, October (4.0% expected, 6.0% during prior month); <b><i>Export Price Index</i></b>, month-over-month, October (-0.2% expected, -0.8% during prior month); <b><i>Export Price Index</i></b>, year-over-year, October (9.5% during prior month); <b><i>Industrial Production</i></b>, month-over-month, October (0.1% expected, 0.4% during prior month); <b><i>Capacity Utilization</i></b>, October (80.4% expected, 80.3% during prior month); <b><i>Manufacturing (SIC) Production</i></b>, October (0.2% expected, 0.4% during prior month); <b><i>Business Inventories</i></b>, September (0.5% expected, 0.8% during prior month); NAHB Housing Market Index, November (36 expected, 38 during prior month); <b><i>Net Long-Term TIC Flows</i></b>, September ($197.9 billion), <b><i>Total Net TIC Flows</i></b>, September ($275.6 billion)</p><p><b>Thursday:</b> <b><i>Housing Starts</i></b>, October (1.412 million expected, 1.439 during prior month); <b><i>Building Permits</i></b>, October (1.515 million expected, 1.564 million during prior month, upwardly revised to 1.696 million); <b><i>Housing Starts</i></b>, month-over-month, October (-1.9% expected, -8.1% during prior month); <b><i>Building Permits</i></b>, month-over-month, October (-3.1% expected, -1.4% during prior month); <b><i>Philadelphia Fed Business Outlook Index</i></b>, November (-6.0 expected, -8.7 during prior month); <b><i>Initial Jobless Claims</i></b>, week ended Nov. 12 (221,000 expected, 225,000 during prior week); <b><i>Continuing Claims</i></b>, week ended Nov. 5 (1.493 during prior week); <b><i>Kansas City Fed Manufacturing Activity</i></b>, November (-7 expected, -7 during prior month)</p><p><b>Friday:</b><b><i> Existing Home Sales</i></b>, October (4.37 million expected, 4.71 million during prior month); <b><i>Existing Home Sales</i></b>, month-over-month, October (-7.3% expected, -1.5% during prior month); <b><i>Leading Index</i></b>, October (-0.4% expected, -0.4% in during prior month)</p><p>—</p><h2><b>Earnings Calendar</b></h2><h2></h2><p><b>Monday:</b> J&amp;J Snack Foods (JJSF), Oatly Group (OTLY), <a href=\"https://laohu8.com/S/TWR.AU\">Tower</a> Semiconductor (TSEM), Weber (WEBR)</p><p><b>Tuesday: </b>Home Depot (HD), Walmart (WMT), Advance Auto Parts (AAP), Energizer (ENR), Krispy Kreme (DNUT), Tencent Music (TME)</p><p><b>Wednesday:</b> Cisco Systems (CSCO), Bath &amp; Body Works (BBWI), Helmerich &amp; Payne (HP), Lowe&#39;s (LOW), Manchester United (MANU), Nvidia (NVDA), Sonos (SONO), Target (TGT), TJX Companies (TJX), Victoria&#39;s Secret (VSCO), Williams-Sonoma (WSM)</p><p><b>Thursday:</b> Alibaba Group (BABA), BJ&#39;s Wholesale (BJ), Dole (DOLE), Farfetch (FTCH), Gap (GPS), Kohl&#39;s (KSS), Macy&#39;s (M), <a href=\"https://laohu8.com/S/PANW\">Palo Alto Networks</a> (PANW), Ross Stores (ROST), The Children&#39;s Place (PLCE)</p><p><b>Friday:</b> Foot Locker (FL), JD.com (JD)</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>Stock Market Rally Meets Retail Sales and Earnings: What to Know This Week</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\">\nStock Market Rally Meets Retail Sales and Earnings: What to Know This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-14 07:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/stock-market-retail-what-to-know-this-week-163022612.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>U.S. stocks are coming off of their best week since June, and Wall Street's ability to extend the winning streak in days ahead likely hinges on news out of the retail sector.Lighter inflation data ...</p>\n\n<a href=\"https://finance.yahoo.com/news/stock-market-retail-what-to-know-this-week-163022612.html\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WMT":"沃尔玛",".SPX":"S&P 500 Index",".DJI":"道琼斯","XLY":"消费品指数ETF-SPDR可选消费品",".IXIC":"NASDAQ Composite"},"source_url":"https://finance.yahoo.com/news/stock-market-retail-what-to-know-this-week-163022612.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2283448945","content_text":"U.S. stocks are coming off of their best week since June, and Wall Street's ability to extend the winning streak in days ahead likely hinges on news out of the retail sector.Lighter inflation data rekindled investor hopes that a monetary policy shift is near, and key earnings results from retailers and the government’s October report on the sector could put that optimism to the test.Walmart (WMT), Target (TGT), and the Home Depot (HD) top a lengthy docket of companies scheduled to unveil third-quarter financials this week.The Commerce Department will also publish its monthly retail sales report for October on Wednesday, with economists surveyed by Bloomberg estimating a headline increase of 1.0% after spending was flat during the prior month.Bets that Federal Reserve policymakers will pull back on the pace and scale of interest rate hikes after October’s Consumer Price Index (CPI) showed easing inflation last month helped propel the major averages towards sizable gains. The S&P 500 rose 5.9% for the week, its best five-day performance since the week ending June 24, while the Dow Jones Industrial Average advanced 4.2%. The Nasdaq Composite had its best week since March, bouncing 8.1%.The moves came after the latest CPI reading placed the annual pace of inflation at 7.7% in October and 0.4% over the month, while “core” CPI – which takes out the volatile food and energy categories – slowed to 6.3% year-over-year and 0.3% over October. The figures were better than Wall Street’s calls for a 7.9% year-over-year rise and 0.5% monthly gain and down meaningfully from September’s numbers.While the softer data was met with “an equity market ovation,” as Principal Asset Management Chief Global Strategist Seema Shah put it, strategists — and some members of the Federal Reserve themselves — have asserted that excitement is premature given that other economic data will be revealed before the Fed’s next policy-setting meeting in December.“Chair Jay Powell has repeatedly emphasized that the Fed does not put too much weight on a single month’s data,” Andy Sparks, MSCI head of portfolio management research, wrote in a note. “His comments following last week’s Federal Open Market Committee meeting likely still reflect current Fed thinking — that a strong labor market continues to support stubbornly high inflation and that the risk of doing too little still outweighs the risk of doing too much.”A strong reading on retail sales could derail the market’s push higher: Bloomberg’s consensus economist estimate of a 1.0% jump in the main measure of the monthly report, if realized on Wednesday, would reflect spending remains strong and consumers remain resilient. Investors could interpret that strength as a signal to Fed officials that they have more room for hikes.According to Bank of America, two factors account for the anticipated jump in October’s print: another round of Amazon Prime Day and related promotions in addition to July’s event, along with the deployment of one-off stimulus payments in California, which accounts for about one-seventh of the national economy. A pickup in gas spending due to higher prices on gasoline also contributed to the expected increase.On the earnings front, Walmart will kick off a big week of retail reports when the retailer reports before the open on Tuesday. Analysts expect that the megastore got a boost from back-to-school shopping, along with more value spending among U.S. consumers weighed down by rising prices. At the same time, results are expected to show pressure from inflation, rising interest rates, and bloated inventories that have plagued many retailers.Last quarter, Walmart CEO Doug McMillon said increasing levels of food and fuel inflation were pressuring consumer spending and apparel required more markdown dollars.Other consumer names on the earnings deck this week are the Home Depot (HD), Target (TGT), TJX Companies (TJX), BJ's Wholesale (BJ), Gap (GPS), Kohl's (KSS), Macy's (M), and Ross Stores (ROST), among others.The market has rewarded positive earnings surprises more than the five-year average, while punishing misses more too, as Wall Street prices in more downside risk as recession fears grow.As of Friday, 91% of companies in the S&P 500 have reported third quarter earnings, with 69% reporting actual earnings per share above the mean estimate — below the five-year average of 77% that beat, per FactSet Research. Companies whose results came in better-than-feared saw an average increase in their stock price 2.4% two days before the earnings release through two days after the earnings release, meaningfully higher than the five-year average price increase of 0.9% for companies reporting earnings beats during the same window.The market is rewarding positive EPS surprises in Q3 more than average for S&P 500 companies. (Source: FactSet Research)FactSet ResearchElsewhere in economic data, the Producer Price Index (PPI), a reading on inflation from the production side of the economy, is due out Tuesday. PPI, which measures the change in prices paid to U.S. producers of goods and services, is expected to have cooled last month. The week will also be jam-packed with housing data, including readings on housing starts, building permits, and existing home sales.—Economic CalendarMonday: No notable economic data scheduled for release.Tuesday: Empire Manufacturing, November (-5.5 expected, -9.1 during prior month); PPI Final Demand, month-over-month, October (0.5% expected, 0.4% during prior month); PPI Excluding Food and Energy, month-over-month, October (0.4% expected, 0.3% during prior month); PPI Excluding Food, Energy, and Trade, month-over-month, October (0.2% expected, 0.4% during prior month); PPI Final Demand, year-over-year, October (8.4% expected, 8.5% during prior month); PPI Excluding Food and Energy, year-over-year, October (7.2% expected, 7.2% during prior month); PPI Excluding Food, Energy, and Trade, year-over-year, October (5.5% expected, 5.6% during prior month); Bloomberg Nov. United States Economic SurveyWednesday: MBA Mortgage Applications, week ended Nov. 11 (-0.1% during prior week); Retail Sales Advance, month-over-month, October (1.0% expected, 0.0% during prior month); Retail Sales Excluding Autos, month-over-month, October (0.5% expected, 0.1% during prior month); Retail Sales Excluding Autos and Gas, month-over-month, October (0.3% expected, 0.3% during prior month); Retail Sales Control Group, October (0.3% expected, 0.4% during prior month); Import Price Index, month-over-month, October (-0.5% expected, -1.2% during prior month); Import Price Index Excluding Petroleum, month-over-month, October (-0.8% expected, -0.5% during prior month); Import Price Index, year-over-year, October (4.0% expected, 6.0% during prior month); Export Price Index, month-over-month, October (-0.2% expected, -0.8% during prior month); Export Price Index, year-over-year, October (9.5% during prior month); Industrial Production, month-over-month, October (0.1% expected, 0.4% during prior month); Capacity Utilization, October (80.4% expected, 80.3% during prior month); Manufacturing (SIC) Production, October (0.2% expected, 0.4% during prior month); Business Inventories, September (0.5% expected, 0.8% during prior month); NAHB Housing Market Index, November (36 expected, 38 during prior month); Net Long-Term TIC Flows, September ($197.9 billion), Total Net TIC Flows, September ($275.6 billion)Thursday: Housing Starts, October (1.412 million expected, 1.439 during prior month); Building Permits, October (1.515 million expected, 1.564 million during prior month, upwardly revised to 1.696 million); Housing Starts, month-over-month, October (-1.9% expected, -8.1% during prior month); Building Permits, month-over-month, October (-3.1% expected, -1.4% during prior month); Philadelphia Fed Business Outlook Index, November (-6.0 expected, -8.7 during prior month); Initial Jobless Claims, week ended Nov. 12 (221,000 expected, 225,000 during prior week); Continuing Claims, week ended Nov. 5 (1.493 during prior week); Kansas City Fed Manufacturing Activity, November (-7 expected, -7 during prior month)Friday: Existing Home Sales, October (4.37 million expected, 4.71 million during prior month); Existing Home Sales, month-over-month, October (-7.3% expected, -1.5% during prior month); Leading Index, October (-0.4% expected, -0.4% in during prior month)—Earnings CalendarMonday: J&J Snack Foods (JJSF), Oatly Group (OTLY), Tower Semiconductor (TSEM), Weber (WEBR)Tuesday: Home Depot (HD), Walmart (WMT), Advance Auto Parts (AAP), Energizer (ENR), Krispy Kreme (DNUT), Tencent Music (TME)Wednesday: Cisco Systems (CSCO), Bath & Body Works (BBWI), Helmerich & Payne (HP), Lowe's (LOW), Manchester United (MANU), Nvidia (NVDA), Sonos (SONO), Target (TGT), TJX Companies (TJX), Victoria's Secret (VSCO), Williams-Sonoma (WSM)Thursday: Alibaba Group (BABA), BJ's Wholesale (BJ), Dole (DOLE), Farfetch (FTCH), Gap (GPS), Kohl's (KSS), Macy's (M), Palo Alto Networks (PANW), Ross Stores (ROST), The Children's Place (PLCE)Friday: Foot Locker (FL), JD.com (JD)","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9,"XLY":0.9,"WMT":0.6}},"isVote":1,"tweetType":1,"viewCount":1623,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9969377447,"gmtCreate":1668381430290,"gmtModify":1676538045929,"author":{"id":"3578378737544841","authorId":"3578378737544841","name":"BennyTay","avatar":"https://community-static.tradeup.com/news/b2811d2536960cbba454a3f5f37fe4c5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578378737544841","idStr":"3578378737544841"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9969377447","repostId":"2283448945","repostType":2,"repost":{"id":"2283448945","kind":"highlight","pubTimestamp":1668380499,"share":"https://ttm.financial/m/news/2283448945?lang=en_US&edition=fundamental","pubTime":"2022-11-14 07:01","market":"us","language":"en","title":"Stock Market Rally Meets Retail Sales and Earnings: What to Know This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=2283448945","media":"Yahoo Finance","summary":"U.S. stocks are coming off of their best week since June, and Wall Street's ability to extend the wi","content":"<html><head></head><body><p>U.S. stocks are coming off of their best week since June, and Wall Street&#39;s ability to extend the winning streak in days ahead likely hinges on news out of the retail sector.</p><p>Lighter inflation data rekindled investor hopes that a monetary policy shift is near, and key earnings results from retailers and the government’s October report on the sector could put that optimism to the test.</p><p>Walmart (WMT), Target (TGT), and the Home Depot (HD) top a lengthy docket of companies scheduled to unveil third-quarter financials this week.</p><p>The Commerce Department will also publish its monthly retail sales report for October on Wednesday, with economists surveyed by Bloomberg estimating a headline increase of 1.0% after spending was flat during the prior month.</p><p>Bets that Federal Reserve policymakers will pull back on the pace and scale of interest rate hikes after October’s Consumer Price Index (CPI) showed easing inflation last month helped propel the major averages towards sizable gains. The S&amp;P 500 rose 5.9% for the week, its best five-day performance since the week ending June 24, while the Dow Jones Industrial Average advanced 4.2%. The Nasdaq Composite had its best week since March, bouncing 8.1%.</p><p>The moves came after the latest CPI reading placed the annual pace of inflation at 7.7% in October and 0.4% over the month, while “core” CPI – which takes out the volatile food and energy categories – slowed to 6.3% year-over-year and 0.3% over October. The figures were better than Wall Street’s calls for a 7.9% year-over-year rise and 0.5% monthly gain and down meaningfully from September’s numbers.</p><p>While the softer data was met with “an equity market ovation,” as Principal Asset Management Chief Global Strategist Seema Shah put it, strategists — and some members of the Federal Reserve themselves — have asserted that excitement is premature given that other economic data will be revealed before the Fed’s next policy-setting meeting in December.</p><p>“Chair Jay Powell has repeatedly emphasized that the Fed does not put too much weight on a single month’s data,” Andy Sparks, MSCI head of portfolio management research, wrote in a note. “His comments following last week’s Federal Open Market Committee meeting likely still reflect current Fed thinking — that a strong labor market continues to support stubbornly high inflation and that the risk of doing too little still outweighs the risk of doing too much.”</p><p>A strong reading on retail sales could derail the market’s push higher: Bloomberg’s consensus economist estimate of a 1.0% jump in the main measure of the monthly report, if realized on Wednesday, would reflect spending remains strong and consumers remain resilient. Investors could interpret that strength as a signal to Fed officials that they have more room for hikes.</p><p>According to Bank of America, two factors account for the anticipated jump in October’s print: another round of Amazon Prime Day and related promotions in addition to July’s event, along with the deployment of one-off stimulus payments in California, which accounts for about one-seventh of the national economy. A pickup in gas spending due to higher prices on gasoline also contributed to the expected increase.</p><p>On the earnings front, Walmart will kick off a big week of retail reports when the retailer reports before the open on Tuesday. Analysts expect that the megastore got a boost from back-to-school shopping, along with more value spending among U.S. consumers weighed down by rising prices. At the same time, results are expected to show pressure from inflation, rising interest rates, and bloated inventories that have plagued many retailers.</p><p>Last quarter, Walmart CEO Doug McMillon said increasing levels of food and fuel inflation were pressuring consumer spending and apparel required more markdown dollars.</p><p>Other consumer names on the earnings deck this week are the Home Depot (HD), Target (TGT), TJX Companies (TJX), BJ&#39;s Wholesale (BJ), Gap (GPS), Kohl&#39;s (KSS), Macy&#39;s (M), and Ross Stores (ROST), among others.</p><p>The market has rewarded positive earnings surprises more than the five-year average, while punishing misses more too, as Wall Street prices in more downside risk as recession fears grow.</p><p>As of Friday, 91% of companies in the S&amp;P 500 have reported third quarter earnings, with 69% reporting actual earnings per share above the mean estimate — below the five-year average of 77% that beat, per FactSet Research. Companies whose results came in better-than-feared saw an average increase in their stock price 2.4% two days before the earnings release through two days after the earnings release, meaningfully higher than the five-year average price increase of 0.9% for companies reporting earnings beats during the same window.</p><p><img src=\"https://community-static.tradeup.com/news/f75c75d7452d215bcfc59a3cf96fc0a2\" tg-width=\"1376\" tg-height=\"792\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>The market is rewarding positive EPS surprises in Q3 more than average for S&amp;P 500 companies. (Source: FactSet Research)</p><p>FactSet Research</p><p>Elsewhere in economic data, the Producer Price Index (PPI), a reading on inflation from the production side of the economy, is due out Tuesday. PPI, which measures the change in prices paid to U.S. producers of goods and services, is expected to have cooled last month. The week will also be jam-packed with housing data, including readings on housing starts, building permits, and existing home sales.</p><p>—</p><h2>Economic Calendar</h2><p><b>Monday: </b><i>No notable economic data scheduled for release.</i></p><p><b>Tuesday</b>: <b><i>Empire Manufacturing</i></b>, November (-5.5 expected, -9.1 during prior month); <b><i>PPI Final Demand</i></b>, month-over-month, October (0.5% expected, 0.4% during prior month); <b><i>PPI Excluding Food and Energy</i></b>, month-over-month, October (0.4% expected, 0.3% during prior month); <b><i>PPI Excluding Food, Energy, and Trade</i></b>, month-over-month, October (0.2% expected, 0.4% during prior month); <b><i>PPI Final Demand</i></b>, year-over-year, October (8.4% expected, 8.5% during prior month); <b><i>PPI Excluding Food and Energy</i></b>, year-over-year, October (7.2% expected, 7.2% during prior month); <b><i>PPI Excluding Food, Energy, and Trade</i></b>, year-over-year, October (5.5% expected, 5.6% during prior month); <b><i>Bloomberg Nov. United States Economic Survey</i></b></p><p><b>Wednesday: </b><b><i>MBA Mortgage Applications</i></b>, week ended Nov. 11 (-0.1% during prior week); <b><i>Retail Sales Advance</i></b>, month-over-month, October (1.0% expected, 0.0% during prior month); <b><i>Retail Sales Excluding Autos</i></b>, month-over-month, October (0.5% expected, 0.1% during prior month); <b><i>Retail Sales Excluding Autos and Gas</i></b>, month-over-month, October (0.3% expected, 0.3% during prior month); <b><i>Retail Sales Control Group</i></b>, October (0.3% expected, 0.4% during prior month); <b><i>Import Price Index</i></b>, month-over-month, October (-0.5% expected, -1.2% during prior month); <b><i>Import Price Index Excluding Petroleum</i></b>, month-over-month, October (-0.8% expected, -0.5% during prior month); <b><i>Import Price Index</i></b>, year-over-year, October (4.0% expected, 6.0% during prior month); <b><i>Export Price Index</i></b>, month-over-month, October (-0.2% expected, -0.8% during prior month); <b><i>Export Price Index</i></b>, year-over-year, October (9.5% during prior month); <b><i>Industrial Production</i></b>, month-over-month, October (0.1% expected, 0.4% during prior month); <b><i>Capacity Utilization</i></b>, October (80.4% expected, 80.3% during prior month); <b><i>Manufacturing (SIC) Production</i></b>, October (0.2% expected, 0.4% during prior month); <b><i>Business Inventories</i></b>, September (0.5% expected, 0.8% during prior month); NAHB Housing Market Index, November (36 expected, 38 during prior month); <b><i>Net Long-Term TIC Flows</i></b>, September ($197.9 billion), <b><i>Total Net TIC Flows</i></b>, September ($275.6 billion)</p><p><b>Thursday:</b> <b><i>Housing Starts</i></b>, October (1.412 million expected, 1.439 during prior month); <b><i>Building Permits</i></b>, October (1.515 million expected, 1.564 million during prior month, upwardly revised to 1.696 million); <b><i>Housing Starts</i></b>, month-over-month, October (-1.9% expected, -8.1% during prior month); <b><i>Building Permits</i></b>, month-over-month, October (-3.1% expected, -1.4% during prior month); <b><i>Philadelphia Fed Business Outlook Index</i></b>, November (-6.0 expected, -8.7 during prior month); <b><i>Initial Jobless Claims</i></b>, week ended Nov. 12 (221,000 expected, 225,000 during prior week); <b><i>Continuing Claims</i></b>, week ended Nov. 5 (1.493 during prior week); <b><i>Kansas City Fed Manufacturing Activity</i></b>, November (-7 expected, -7 during prior month)</p><p><b>Friday:</b><b><i> Existing Home Sales</i></b>, October (4.37 million expected, 4.71 million during prior month); <b><i>Existing Home Sales</i></b>, month-over-month, October (-7.3% expected, -1.5% during prior month); <b><i>Leading Index</i></b>, October (-0.4% expected, -0.4% in during prior month)</p><p>—</p><h2><b>Earnings Calendar</b></h2><h2></h2><p><b>Monday:</b> J&amp;J Snack Foods (JJSF), Oatly Group (OTLY), <a href=\"https://laohu8.com/S/TWR.AU\">Tower</a> Semiconductor (TSEM), Weber (WEBR)</p><p><b>Tuesday: </b>Home Depot (HD), Walmart (WMT), Advance Auto Parts (AAP), Energizer (ENR), Krispy Kreme (DNUT), Tencent Music (TME)</p><p><b>Wednesday:</b> Cisco Systems (CSCO), Bath &amp; Body Works (BBWI), Helmerich &amp; Payne (HP), Lowe&#39;s (LOW), Manchester United (MANU), Nvidia (NVDA), Sonos (SONO), Target (TGT), TJX Companies (TJX), Victoria&#39;s Secret (VSCO), Williams-Sonoma (WSM)</p><p><b>Thursday:</b> Alibaba Group (BABA), BJ&#39;s Wholesale (BJ), Dole (DOLE), Farfetch (FTCH), Gap (GPS), Kohl&#39;s (KSS), Macy&#39;s (M), <a href=\"https://laohu8.com/S/PANW\">Palo Alto Networks</a> (PANW), Ross Stores (ROST), The Children&#39;s Place (PLCE)</p><p><b>Friday:</b> Foot Locker (FL), JD.com (JD)</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>Stock Market Rally Meets Retail Sales and Earnings: What to Know This Week</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\">\nStock Market Rally Meets Retail Sales and Earnings: What to Know This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-14 07:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/stock-market-retail-what-to-know-this-week-163022612.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>U.S. stocks are coming off of their best week since June, and Wall Street's ability to extend the winning streak in days ahead likely hinges on news out of the retail sector.Lighter inflation data ...</p>\n\n<a href=\"https://finance.yahoo.com/news/stock-market-retail-what-to-know-this-week-163022612.html\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WMT":"沃尔玛",".SPX":"S&P 500 Index",".DJI":"道琼斯","XLY":"消费品指数ETF-SPDR可选消费品",".IXIC":"NASDAQ Composite"},"source_url":"https://finance.yahoo.com/news/stock-market-retail-what-to-know-this-week-163022612.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2283448945","content_text":"U.S. stocks are coming off of their best week since June, and Wall Street's ability to extend the winning streak in days ahead likely hinges on news out of the retail sector.Lighter inflation data rekindled investor hopes that a monetary policy shift is near, and key earnings results from retailers and the government’s October report on the sector could put that optimism to the test.Walmart (WMT), Target (TGT), and the Home Depot (HD) top a lengthy docket of companies scheduled to unveil third-quarter financials this week.The Commerce Department will also publish its monthly retail sales report for October on Wednesday, with economists surveyed by Bloomberg estimating a headline increase of 1.0% after spending was flat during the prior month.Bets that Federal Reserve policymakers will pull back on the pace and scale of interest rate hikes after October’s Consumer Price Index (CPI) showed easing inflation last month helped propel the major averages towards sizable gains. The S&P 500 rose 5.9% for the week, its best five-day performance since the week ending June 24, while the Dow Jones Industrial Average advanced 4.2%. The Nasdaq Composite had its best week since March, bouncing 8.1%.The moves came after the latest CPI reading placed the annual pace of inflation at 7.7% in October and 0.4% over the month, while “core” CPI – which takes out the volatile food and energy categories – slowed to 6.3% year-over-year and 0.3% over October. The figures were better than Wall Street’s calls for a 7.9% year-over-year rise and 0.5% monthly gain and down meaningfully from September’s numbers.While the softer data was met with “an equity market ovation,” as Principal Asset Management Chief Global Strategist Seema Shah put it, strategists — and some members of the Federal Reserve themselves — have asserted that excitement is premature given that other economic data will be revealed before the Fed’s next policy-setting meeting in December.“Chair Jay Powell has repeatedly emphasized that the Fed does not put too much weight on a single month’s data,” Andy Sparks, MSCI head of portfolio management research, wrote in a note. “His comments following last week’s Federal Open Market Committee meeting likely still reflect current Fed thinking — that a strong labor market continues to support stubbornly high inflation and that the risk of doing too little still outweighs the risk of doing too much.”A strong reading on retail sales could derail the market’s push higher: Bloomberg’s consensus economist estimate of a 1.0% jump in the main measure of the monthly report, if realized on Wednesday, would reflect spending remains strong and consumers remain resilient. Investors could interpret that strength as a signal to Fed officials that they have more room for hikes.According to Bank of America, two factors account for the anticipated jump in October’s print: another round of Amazon Prime Day and related promotions in addition to July’s event, along with the deployment of one-off stimulus payments in California, which accounts for about one-seventh of the national economy. A pickup in gas spending due to higher prices on gasoline also contributed to the expected increase.On the earnings front, Walmart will kick off a big week of retail reports when the retailer reports before the open on Tuesday. Analysts expect that the megastore got a boost from back-to-school shopping, along with more value spending among U.S. consumers weighed down by rising prices. At the same time, results are expected to show pressure from inflation, rising interest rates, and bloated inventories that have plagued many retailers.Last quarter, Walmart CEO Doug McMillon said increasing levels of food and fuel inflation were pressuring consumer spending and apparel required more markdown dollars.Other consumer names on the earnings deck this week are the Home Depot (HD), Target (TGT), TJX Companies (TJX), BJ's Wholesale (BJ), Gap (GPS), Kohl's (KSS), Macy's (M), and Ross Stores (ROST), among others.The market has rewarded positive earnings surprises more than the five-year average, while punishing misses more too, as Wall Street prices in more downside risk as recession fears grow.As of Friday, 91% of companies in the S&P 500 have reported third quarter earnings, with 69% reporting actual earnings per share above the mean estimate — below the five-year average of 77% that beat, per FactSet Research. Companies whose results came in better-than-feared saw an average increase in their stock price 2.4% two days before the earnings release through two days after the earnings release, meaningfully higher than the five-year average price increase of 0.9% for companies reporting earnings beats during the same window.The market is rewarding positive EPS surprises in Q3 more than average for S&P 500 companies. (Source: FactSet Research)FactSet ResearchElsewhere in economic data, the Producer Price Index (PPI), a reading on inflation from the production side of the economy, is due out Tuesday. PPI, which measures the change in prices paid to U.S. producers of goods and services, is expected to have cooled last month. The week will also be jam-packed with housing data, including readings on housing starts, building permits, and existing home sales.—Economic CalendarMonday: No notable economic data scheduled for release.Tuesday: Empire Manufacturing, November (-5.5 expected, -9.1 during prior month); PPI Final Demand, month-over-month, October (0.5% expected, 0.4% during prior month); PPI Excluding Food and Energy, month-over-month, October (0.4% expected, 0.3% during prior month); PPI Excluding Food, Energy, and Trade, month-over-month, October (0.2% expected, 0.4% during prior month); PPI Final Demand, year-over-year, October (8.4% expected, 8.5% during prior month); PPI Excluding Food and Energy, year-over-year, October (7.2% expected, 7.2% during prior month); PPI Excluding Food, Energy, and Trade, year-over-year, October (5.5% expected, 5.6% during prior month); Bloomberg Nov. United States Economic SurveyWednesday: MBA Mortgage Applications, week ended Nov. 11 (-0.1% during prior week); Retail Sales Advance, month-over-month, October (1.0% expected, 0.0% during prior month); Retail Sales Excluding Autos, month-over-month, October (0.5% expected, 0.1% during prior month); Retail Sales Excluding Autos and Gas, month-over-month, October (0.3% expected, 0.3% during prior month); Retail Sales Control Group, October (0.3% expected, 0.4% during prior month); Import Price Index, month-over-month, October (-0.5% expected, -1.2% during prior month); Import Price Index Excluding Petroleum, month-over-month, October (-0.8% expected, -0.5% during prior month); Import Price Index, year-over-year, October (4.0% expected, 6.0% during prior month); Export Price Index, month-over-month, October (-0.2% expected, -0.8% during prior month); Export Price Index, year-over-year, October (9.5% during prior month); Industrial Production, month-over-month, October (0.1% expected, 0.4% during prior month); Capacity Utilization, October (80.4% expected, 80.3% during prior month); Manufacturing (SIC) Production, October (0.2% expected, 0.4% during prior month); Business Inventories, September (0.5% expected, 0.8% during prior month); NAHB Housing Market Index, November (36 expected, 38 during prior month); Net Long-Term TIC Flows, September ($197.9 billion), Total Net TIC Flows, September ($275.6 billion)Thursday: Housing Starts, October (1.412 million expected, 1.439 during prior month); Building Permits, October (1.515 million expected, 1.564 million during prior month, upwardly revised to 1.696 million); Housing Starts, month-over-month, October (-1.9% expected, -8.1% during prior month); Building Permits, month-over-month, October (-3.1% expected, -1.4% during prior month); Philadelphia Fed Business Outlook Index, November (-6.0 expected, -8.7 during prior month); Initial Jobless Claims, week ended Nov. 12 (221,000 expected, 225,000 during prior week); Continuing Claims, week ended Nov. 5 (1.493 during prior week); Kansas City Fed Manufacturing Activity, November (-7 expected, -7 during prior month)Friday: Existing Home Sales, October (4.37 million expected, 4.71 million during prior month); Existing Home Sales, month-over-month, October (-7.3% expected, -1.5% during prior month); Leading Index, October (-0.4% expected, -0.4% in during prior month)—Earnings CalendarMonday: J&J Snack Foods (JJSF), Oatly Group (OTLY), Tower Semiconductor (TSEM), Weber (WEBR)Tuesday: Home Depot (HD), Walmart (WMT), Advance Auto Parts (AAP), Energizer (ENR), Krispy Kreme (DNUT), Tencent Music (TME)Wednesday: Cisco Systems (CSCO), Bath & Body Works (BBWI), Helmerich & Payne (HP), Lowe's (LOW), Manchester United (MANU), Nvidia (NVDA), Sonos (SONO), Target (TGT), TJX Companies (TJX), Victoria's Secret (VSCO), Williams-Sonoma (WSM)Thursday: Alibaba Group (BABA), BJ's Wholesale (BJ), Dole (DOLE), Farfetch (FTCH), Gap (GPS), Kohl's (KSS), Macy's (M), Palo Alto Networks (PANW), Ross Stores (ROST), The Children's Place (PLCE)Friday: Foot Locker (FL), JD.com (JD)","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9,"XLY":0.9,"WMT":0.6}},"isVote":1,"tweetType":1,"viewCount":1255,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9969377248,"gmtCreate":1668381403584,"gmtModify":1676538045921,"author":{"id":"3578378737544841","authorId":"3578378737544841","name":"BennyTay","avatar":"https://community-static.tradeup.com/news/b2811d2536960cbba454a3f5f37fe4c5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578378737544841","idStr":"3578378737544841"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9969377248","repostId":"2283448945","repostType":2,"repost":{"id":"2283448945","kind":"highlight","pubTimestamp":1668380499,"share":"https://ttm.financial/m/news/2283448945?lang=en_US&edition=fundamental","pubTime":"2022-11-14 07:01","market":"us","language":"en","title":"Stock Market Rally Meets Retail Sales and Earnings: What to Know This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=2283448945","media":"Yahoo Finance","summary":"U.S. stocks are coming off of their best week since June, and Wall Street's ability to extend the wi","content":"<html><head></head><body><p>U.S. stocks are coming off of their best week since June, and Wall Street&#39;s ability to extend the winning streak in days ahead likely hinges on news out of the retail sector.</p><p>Lighter inflation data rekindled investor hopes that a monetary policy shift is near, and key earnings results from retailers and the government’s October report on the sector could put that optimism to the test.</p><p>Walmart (WMT), Target (TGT), and the Home Depot (HD) top a lengthy docket of companies scheduled to unveil third-quarter financials this week.</p><p>The Commerce Department will also publish its monthly retail sales report for October on Wednesday, with economists surveyed by Bloomberg estimating a headline increase of 1.0% after spending was flat during the prior month.</p><p>Bets that Federal Reserve policymakers will pull back on the pace and scale of interest rate hikes after October’s Consumer Price Index (CPI) showed easing inflation last month helped propel the major averages towards sizable gains. The S&amp;P 500 rose 5.9% for the week, its best five-day performance since the week ending June 24, while the Dow Jones Industrial Average advanced 4.2%. The Nasdaq Composite had its best week since March, bouncing 8.1%.</p><p>The moves came after the latest CPI reading placed the annual pace of inflation at 7.7% in October and 0.4% over the month, while “core” CPI – which takes out the volatile food and energy categories – slowed to 6.3% year-over-year and 0.3% over October. The figures were better than Wall Street’s calls for a 7.9% year-over-year rise and 0.5% monthly gain and down meaningfully from September’s numbers.</p><p>While the softer data was met with “an equity market ovation,” as Principal Asset Management Chief Global Strategist Seema Shah put it, strategists — and some members of the Federal Reserve themselves — have asserted that excitement is premature given that other economic data will be revealed before the Fed’s next policy-setting meeting in December.</p><p>“Chair Jay Powell has repeatedly emphasized that the Fed does not put too much weight on a single month’s data,” Andy Sparks, MSCI head of portfolio management research, wrote in a note. “His comments following last week’s Federal Open Market Committee meeting likely still reflect current Fed thinking — that a strong labor market continues to support stubbornly high inflation and that the risk of doing too little still outweighs the risk of doing too much.”</p><p>A strong reading on retail sales could derail the market’s push higher: Bloomberg’s consensus economist estimate of a 1.0% jump in the main measure of the monthly report, if realized on Wednesday, would reflect spending remains strong and consumers remain resilient. Investors could interpret that strength as a signal to Fed officials that they have more room for hikes.</p><p>According to Bank of America, two factors account for the anticipated jump in October’s print: another round of Amazon Prime Day and related promotions in addition to July’s event, along with the deployment of one-off stimulus payments in California, which accounts for about one-seventh of the national economy. A pickup in gas spending due to higher prices on gasoline also contributed to the expected increase.</p><p>On the earnings front, Walmart will kick off a big week of retail reports when the retailer reports before the open on Tuesday. Analysts expect that the megastore got a boost from back-to-school shopping, along with more value spending among U.S. consumers weighed down by rising prices. At the same time, results are expected to show pressure from inflation, rising interest rates, and bloated inventories that have plagued many retailers.</p><p>Last quarter, Walmart CEO Doug McMillon said increasing levels of food and fuel inflation were pressuring consumer spending and apparel required more markdown dollars.</p><p>Other consumer names on the earnings deck this week are the Home Depot (HD), Target (TGT), TJX Companies (TJX), BJ&#39;s Wholesale (BJ), Gap (GPS), Kohl&#39;s (KSS), Macy&#39;s (M), and Ross Stores (ROST), among others.</p><p>The market has rewarded positive earnings surprises more than the five-year average, while punishing misses more too, as Wall Street prices in more downside risk as recession fears grow.</p><p>As of Friday, 91% of companies in the S&amp;P 500 have reported third quarter earnings, with 69% reporting actual earnings per share above the mean estimate — below the five-year average of 77% that beat, per FactSet Research. Companies whose results came in better-than-feared saw an average increase in their stock price 2.4% two days before the earnings release through two days after the earnings release, meaningfully higher than the five-year average price increase of 0.9% for companies reporting earnings beats during the same window.</p><p><img src=\"https://community-static.tradeup.com/news/f75c75d7452d215bcfc59a3cf96fc0a2\" tg-width=\"1376\" tg-height=\"792\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>The market is rewarding positive EPS surprises in Q3 more than average for S&amp;P 500 companies. (Source: FactSet Research)</p><p>FactSet Research</p><p>Elsewhere in economic data, the Producer Price Index (PPI), a reading on inflation from the production side of the economy, is due out Tuesday. PPI, which measures the change in prices paid to U.S. producers of goods and services, is expected to have cooled last month. The week will also be jam-packed with housing data, including readings on housing starts, building permits, and existing home sales.</p><p>—</p><h2>Economic Calendar</h2><p><b>Monday: </b><i>No notable economic data scheduled for release.</i></p><p><b>Tuesday</b>: <b><i>Empire Manufacturing</i></b>, November (-5.5 expected, -9.1 during prior month); <b><i>PPI Final Demand</i></b>, month-over-month, October (0.5% expected, 0.4% during prior month); <b><i>PPI Excluding Food and Energy</i></b>, month-over-month, October (0.4% expected, 0.3% during prior month); <b><i>PPI Excluding Food, Energy, and Trade</i></b>, month-over-month, October (0.2% expected, 0.4% during prior month); <b><i>PPI Final Demand</i></b>, year-over-year, October (8.4% expected, 8.5% during prior month); <b><i>PPI Excluding Food and Energy</i></b>, year-over-year, October (7.2% expected, 7.2% during prior month); <b><i>PPI Excluding Food, Energy, and Trade</i></b>, year-over-year, October (5.5% expected, 5.6% during prior month); <b><i>Bloomberg Nov. United States Economic Survey</i></b></p><p><b>Wednesday: </b><b><i>MBA Mortgage Applications</i></b>, week ended Nov. 11 (-0.1% during prior week); <b><i>Retail Sales Advance</i></b>, month-over-month, October (1.0% expected, 0.0% during prior month); <b><i>Retail Sales Excluding Autos</i></b>, month-over-month, October (0.5% expected, 0.1% during prior month); <b><i>Retail Sales Excluding Autos and Gas</i></b>, month-over-month, October (0.3% expected, 0.3% during prior month); <b><i>Retail Sales Control Group</i></b>, October (0.3% expected, 0.4% during prior month); <b><i>Import Price Index</i></b>, month-over-month, October (-0.5% expected, -1.2% during prior month); <b><i>Import Price Index Excluding Petroleum</i></b>, month-over-month, October (-0.8% expected, -0.5% during prior month); <b><i>Import Price Index</i></b>, year-over-year, October (4.0% expected, 6.0% during prior month); <b><i>Export Price Index</i></b>, month-over-month, October (-0.2% expected, -0.8% during prior month); <b><i>Export Price Index</i></b>, year-over-year, October (9.5% during prior month); <b><i>Industrial Production</i></b>, month-over-month, October (0.1% expected, 0.4% during prior month); <b><i>Capacity Utilization</i></b>, October (80.4% expected, 80.3% during prior month); <b><i>Manufacturing (SIC) Production</i></b>, October (0.2% expected, 0.4% during prior month); <b><i>Business Inventories</i></b>, September (0.5% expected, 0.8% during prior month); NAHB Housing Market Index, November (36 expected, 38 during prior month); <b><i>Net Long-Term TIC Flows</i></b>, September ($197.9 billion), <b><i>Total Net TIC Flows</i></b>, September ($275.6 billion)</p><p><b>Thursday:</b> <b><i>Housing Starts</i></b>, October (1.412 million expected, 1.439 during prior month); <b><i>Building Permits</i></b>, October (1.515 million expected, 1.564 million during prior month, upwardly revised to 1.696 million); <b><i>Housing Starts</i></b>, month-over-month, October (-1.9% expected, -8.1% during prior month); <b><i>Building Permits</i></b>, month-over-month, October (-3.1% expected, -1.4% during prior month); <b><i>Philadelphia Fed Business Outlook Index</i></b>, November (-6.0 expected, -8.7 during prior month); <b><i>Initial Jobless Claims</i></b>, week ended Nov. 12 (221,000 expected, 225,000 during prior week); <b><i>Continuing Claims</i></b>, week ended Nov. 5 (1.493 during prior week); <b><i>Kansas City Fed Manufacturing Activity</i></b>, November (-7 expected, -7 during prior month)</p><p><b>Friday:</b><b><i> Existing Home Sales</i></b>, October (4.37 million expected, 4.71 million during prior month); <b><i>Existing Home Sales</i></b>, month-over-month, October (-7.3% expected, -1.5% during prior month); <b><i>Leading Index</i></b>, October (-0.4% expected, -0.4% in during prior month)</p><p>—</p><h2><b>Earnings Calendar</b></h2><h2></h2><p><b>Monday:</b> J&amp;J Snack Foods (JJSF), Oatly Group (OTLY), <a href=\"https://laohu8.com/S/TWR.AU\">Tower</a> Semiconductor (TSEM), Weber (WEBR)</p><p><b>Tuesday: </b>Home Depot (HD), Walmart (WMT), Advance Auto Parts (AAP), Energizer (ENR), Krispy Kreme (DNUT), Tencent Music (TME)</p><p><b>Wednesday:</b> Cisco Systems (CSCO), Bath &amp; Body Works (BBWI), Helmerich &amp; Payne (HP), Lowe&#39;s (LOW), Manchester United (MANU), Nvidia (NVDA), Sonos (SONO), Target (TGT), TJX Companies (TJX), Victoria&#39;s Secret (VSCO), Williams-Sonoma (WSM)</p><p><b>Thursday:</b> Alibaba Group (BABA), BJ&#39;s Wholesale (BJ), Dole (DOLE), Farfetch (FTCH), Gap (GPS), Kohl&#39;s (KSS), Macy&#39;s (M), <a href=\"https://laohu8.com/S/PANW\">Palo Alto Networks</a> (PANW), Ross Stores (ROST), The Children&#39;s Place (PLCE)</p><p><b>Friday:</b> Foot Locker (FL), JD.com (JD)</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>Stock Market Rally Meets Retail Sales and Earnings: What to Know This Week</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 Rally Meets Retail Sales and Earnings: What to Know This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-14 07:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/stock-market-retail-what-to-know-this-week-163022612.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>U.S. stocks are coming off of their best week since June, and Wall Street's ability to extend the winning streak in days ahead likely hinges on news out of the retail sector.Lighter inflation data ...</p>\n\n<a href=\"https://finance.yahoo.com/news/stock-market-retail-what-to-know-this-week-163022612.html\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WMT":"沃尔玛",".SPX":"S&P 500 Index",".DJI":"道琼斯","XLY":"消费品指数ETF-SPDR可选消费品",".IXIC":"NASDAQ Composite"},"source_url":"https://finance.yahoo.com/news/stock-market-retail-what-to-know-this-week-163022612.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2283448945","content_text":"U.S. stocks are coming off of their best week since June, and Wall Street's ability to extend the winning streak in days ahead likely hinges on news out of the retail sector.Lighter inflation data rekindled investor hopes that a monetary policy shift is near, and key earnings results from retailers and the government’s October report on the sector could put that optimism to the test.Walmart (WMT), Target (TGT), and the Home Depot (HD) top a lengthy docket of companies scheduled to unveil third-quarter financials this week.The Commerce Department will also publish its monthly retail sales report for October on Wednesday, with economists surveyed by Bloomberg estimating a headline increase of 1.0% after spending was flat during the prior month.Bets that Federal Reserve policymakers will pull back on the pace and scale of interest rate hikes after October’s Consumer Price Index (CPI) showed easing inflation last month helped propel the major averages towards sizable gains. The S&P 500 rose 5.9% for the week, its best five-day performance since the week ending June 24, while the Dow Jones Industrial Average advanced 4.2%. The Nasdaq Composite had its best week since March, bouncing 8.1%.The moves came after the latest CPI reading placed the annual pace of inflation at 7.7% in October and 0.4% over the month, while “core” CPI – which takes out the volatile food and energy categories – slowed to 6.3% year-over-year and 0.3% over October. The figures were better than Wall Street’s calls for a 7.9% year-over-year rise and 0.5% monthly gain and down meaningfully from September’s numbers.While the softer data was met with “an equity market ovation,” as Principal Asset Management Chief Global Strategist Seema Shah put it, strategists — and some members of the Federal Reserve themselves — have asserted that excitement is premature given that other economic data will be revealed before the Fed’s next policy-setting meeting in December.“Chair Jay Powell has repeatedly emphasized that the Fed does not put too much weight on a single month’s data,” Andy Sparks, MSCI head of portfolio management research, wrote in a note. “His comments following last week’s Federal Open Market Committee meeting likely still reflect current Fed thinking — that a strong labor market continues to support stubbornly high inflation and that the risk of doing too little still outweighs the risk of doing too much.”A strong reading on retail sales could derail the market’s push higher: Bloomberg’s consensus economist estimate of a 1.0% jump in the main measure of the monthly report, if realized on Wednesday, would reflect spending remains strong and consumers remain resilient. Investors could interpret that strength as a signal to Fed officials that they have more room for hikes.According to Bank of America, two factors account for the anticipated jump in October’s print: another round of Amazon Prime Day and related promotions in addition to July’s event, along with the deployment of one-off stimulus payments in California, which accounts for about one-seventh of the national economy. A pickup in gas spending due to higher prices on gasoline also contributed to the expected increase.On the earnings front, Walmart will kick off a big week of retail reports when the retailer reports before the open on Tuesday. Analysts expect that the megastore got a boost from back-to-school shopping, along with more value spending among U.S. consumers weighed down by rising prices. At the same time, results are expected to show pressure from inflation, rising interest rates, and bloated inventories that have plagued many retailers.Last quarter, Walmart CEO Doug McMillon said increasing levels of food and fuel inflation were pressuring consumer spending and apparel required more markdown dollars.Other consumer names on the earnings deck this week are the Home Depot (HD), Target (TGT), TJX Companies (TJX), BJ's Wholesale (BJ), Gap (GPS), Kohl's (KSS), Macy's (M), and Ross Stores (ROST), among others.The market has rewarded positive earnings surprises more than the five-year average, while punishing misses more too, as Wall Street prices in more downside risk as recession fears grow.As of Friday, 91% of companies in the S&P 500 have reported third quarter earnings, with 69% reporting actual earnings per share above the mean estimate — below the five-year average of 77% that beat, per FactSet Research. Companies whose results came in better-than-feared saw an average increase in their stock price 2.4% two days before the earnings release through two days after the earnings release, meaningfully higher than the five-year average price increase of 0.9% for companies reporting earnings beats during the same window.The market is rewarding positive EPS surprises in Q3 more than average for S&P 500 companies. (Source: FactSet Research)FactSet ResearchElsewhere in economic data, the Producer Price Index (PPI), a reading on inflation from the production side of the economy, is due out Tuesday. PPI, which measures the change in prices paid to U.S. producers of goods and services, is expected to have cooled last month. The week will also be jam-packed with housing data, including readings on housing starts, building permits, and existing home sales.—Economic CalendarMonday: No notable economic data scheduled for release.Tuesday: Empire Manufacturing, November (-5.5 expected, -9.1 during prior month); PPI Final Demand, month-over-month, October (0.5% expected, 0.4% during prior month); PPI Excluding Food and Energy, month-over-month, October (0.4% expected, 0.3% during prior month); PPI Excluding Food, Energy, and Trade, month-over-month, October (0.2% expected, 0.4% during prior month); PPI Final Demand, year-over-year, October (8.4% expected, 8.5% during prior month); PPI Excluding Food and Energy, year-over-year, October (7.2% expected, 7.2% during prior month); PPI Excluding Food, Energy, and Trade, year-over-year, October (5.5% expected, 5.6% during prior month); Bloomberg Nov. United States Economic SurveyWednesday: MBA Mortgage Applications, week ended Nov. 11 (-0.1% during prior week); Retail Sales Advance, month-over-month, October (1.0% expected, 0.0% during prior month); Retail Sales Excluding Autos, month-over-month, October (0.5% expected, 0.1% during prior month); Retail Sales Excluding Autos and Gas, month-over-month, October (0.3% expected, 0.3% during prior month); Retail Sales Control Group, October (0.3% expected, 0.4% during prior month); Import Price Index, month-over-month, October (-0.5% expected, -1.2% during prior month); Import Price Index Excluding Petroleum, month-over-month, October (-0.8% expected, -0.5% during prior month); Import Price Index, year-over-year, October (4.0% expected, 6.0% during prior month); Export Price Index, month-over-month, October (-0.2% expected, -0.8% during prior month); Export Price Index, year-over-year, October (9.5% during prior month); Industrial Production, month-over-month, October (0.1% expected, 0.4% during prior month); Capacity Utilization, October (80.4% expected, 80.3% during prior month); Manufacturing (SIC) Production, October (0.2% expected, 0.4% during prior month); Business Inventories, September (0.5% expected, 0.8% during prior month); NAHB Housing Market Index, November (36 expected, 38 during prior month); Net Long-Term TIC Flows, September ($197.9 billion), Total Net TIC Flows, September ($275.6 billion)Thursday: Housing Starts, October (1.412 million expected, 1.439 during prior month); Building Permits, October (1.515 million expected, 1.564 million during prior month, upwardly revised to 1.696 million); Housing Starts, month-over-month, October (-1.9% expected, -8.1% during prior month); Building Permits, month-over-month, October (-3.1% expected, -1.4% during prior month); Philadelphia Fed Business Outlook Index, November (-6.0 expected, -8.7 during prior month); Initial Jobless Claims, week ended Nov. 12 (221,000 expected, 225,000 during prior week); Continuing Claims, week ended Nov. 5 (1.493 during prior week); Kansas City Fed Manufacturing Activity, November (-7 expected, -7 during prior month)Friday: Existing Home Sales, October (4.37 million expected, 4.71 million during prior month); Existing Home Sales, month-over-month, October (-7.3% expected, -1.5% during prior month); Leading Index, October (-0.4% expected, -0.4% in during prior month)—Earnings CalendarMonday: J&J Snack Foods (JJSF), Oatly Group (OTLY), Tower Semiconductor (TSEM), Weber (WEBR)Tuesday: Home Depot (HD), Walmart (WMT), Advance Auto Parts (AAP), Energizer (ENR), Krispy Kreme (DNUT), Tencent Music (TME)Wednesday: Cisco Systems (CSCO), Bath & Body Works (BBWI), Helmerich & Payne (HP), Lowe's (LOW), Manchester United (MANU), Nvidia (NVDA), Sonos (SONO), Target (TGT), TJX Companies (TJX), Victoria's Secret (VSCO), Williams-Sonoma (WSM)Thursday: Alibaba Group (BABA), BJ's Wholesale (BJ), Dole (DOLE), Farfetch (FTCH), Gap (GPS), Kohl's (KSS), Macy's (M), Palo Alto Networks (PANW), Ross Stores (ROST), The Children's Place (PLCE)Friday: Foot Locker (FL), JD.com (JD)","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9,"XLY":0.9,"WMT":0.6}},"isVote":1,"tweetType":1,"viewCount":1130,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9984540118,"gmtCreate":1667697759535,"gmtModify":1676537952634,"author":{"id":"3578378737544841","authorId":"3578378737544841","name":"BennyTay","avatar":"https://community-static.tradeup.com/news/b2811d2536960cbba454a3f5f37fe4c5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578378737544841","idStr":"3578378737544841"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9984540118","repostId":"1174138640","repostType":4,"repost":{"id":"1174138640","kind":"news","pubTimestamp":1667612871,"share":"https://ttm.financial/m/news/1174138640?lang=en_US&edition=fundamental","pubTime":"2022-11-05 09:47","market":"us","language":"en","title":"The Next Tesla? Ranking the 7 Top EV Stocks on TSLA’s Tail","url":"https://stock-news.laohu8.com/highlight/detail?id=1174138640","media":"investorplace","summary":"These EV stocks could knock Tesla off its perch as the most dominant EV company.BYD Company(BYDDF): Triple-digit growth in sales and earnings is an incredible feat in the current economic climate.Li A","content":"<div>\n<p>These EV stocks could knock Tesla off its perch as the most dominant EV company.BYD Company(BYDDF): Triple-digit growth in sales and earnings is an incredible feat in the current economic climate.Li ...</p>\n\n<a href=\"https://investorplace.com/2022/11/the-next-tesla-ranking-the-7-top-ev-stocks-on-tslas-tail/\">Source Link</a>\n\n</div>\n","source":"investorplace","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>The Next Tesla? Ranking the 7 Top EV Stocks on TSLA’s Tail</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\">\nThe Next Tesla? Ranking the 7 Top EV Stocks on TSLA’s Tail\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-05 09:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/11/the-next-tesla-ranking-the-7-top-ev-stocks-on-tslas-tail/><strong>investorplace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>These EV stocks could knock Tesla off its perch as the most dominant EV company.BYD Company(BYDDF): Triple-digit growth in sales and earnings is an incredible feat in the current economic climate.Li ...</p>\n\n<a href=\"https://investorplace.com/2022/11/the-next-tesla-ranking-the-7-top-ev-stocks-on-tslas-tail/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LCID":"Lucid Group Inc","CHPT":"ChargePoint Holdings Inc.","MULN":"Mullen Automotive","NIO":"蔚来","BYDDF":"BYD Co., Ltd.","F":"福特汽车","LI":"理想汽车"},"source_url":"https://investorplace.com/2022/11/the-next-tesla-ranking-the-7-top-ev-stocks-on-tslas-tail/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174138640","content_text":"These EV stocks could knock Tesla off its perch as the most dominant EV company.BYD Company(BYDDF): Triple-digit growth in sales and earnings is an incredible feat in the current economic climate.Li Auto(LI): Should reach profitability much quicker than its peers.FordMotor(F): Underrated EV stock that’s witnessing massive growth in sales for its all-electric lineup.Lucid Group(LCID): Reservation numbers continue to climb at a healthy pace, a testament to its long-term case.ChargePoint(CHPT): Massive market share in the EV charging infrastructure space, which should continue to grow at a breathtaking pace for the foreseeable future.Mullen Automotive(MULN): The unique proposition of EVs with solid-state batteries makes Mullen an incredible speculative bet.Nio(NIO): Trading at a dirt cheap valuation with an incredible growth runway ahead once the headwinds clear out.Source: VanderWolf Images / Shutterstock.comTesla has been a clear leader in the space but has operated mainly without competition. However, in the past few years, we have seen multiple EV stocks emerge, which have the potential to perform better than the EV pioneer. In fact, John Murphy, a Bank of America analyst, had forecasted thatTesla’s EV market sharecould drop from a massive 70% in 2021 to just 11% within the next four years by 2025.2022 has been a horrendous year for growth stocks. The Nasdaq is languishing in the bear-market territory, and most of the tech and growth names over the past several years have been hit incredibly hard. EV stocks seem to be no exception, as the entire sector has lagged, and investors have rotated out of growth names into value stocks.Nevertheless, the EV market is expected togrow at an incredible 24.3% annually, from $287.4 billion last year to a whopping $1.3 trillion in 2028. Therefore, EV stocks remain great long-term bets, and investors must look past the short-term volatility.SymbolCompanyPriceBYDDFBYD Company$24.50LILi Auto$16.75FFord Motor$13.26LCIDLucid Group$13.64CHPTChargePoint$13.04MULNMullen Automotive$0.30NIONio$9.94BYD Company(BYDDF)BYD Company(OTCMKTS:BYDDF) has been an anomaly in the Chinese EV space, highlighting its business model’s resiliency. Despite a depressed economy in China, it dished out a third quarter where its sales shot up by over 115%. Moreover, its quarterly net profit came in at an incredible $786 million,up 350% from the prior-year period. Its growth story is far from over, though, with it just getting started in its expansion in international markets, including South East Asia and Europe.2022 has been an eventful year for the firm, delivering more green energy vehicles than Tesla. Moreover, its sales volume from its EV battery unit surpassedLGand is now second only toCATL. It expects to sell 1.78 million vehicles this year, with an over 120% bump in deliveries expected in 2024 to 4 million. Therefore, with an incredible outlook ahead, BYDDF stock is an excellent bet for the long haul.Li Auto(LI)Li Auto (NASDAQ:LI) and its peers have witnessed a dramatic slowdown in delivery growth this year. Consequently, LI stock price has plummeted to multi-year lows. Though its near-term outlook is a concern, its long-term case remains intact. It continues to release new models to broaden the depth of its portfolio. It is already producing multiple flagship models with an easy-to-manage production line. Therefore, it has immense potential for an upward revaluation in the coming months.The market expects Li Auto to achieve its first profit in fiscal 2022, which implies that it’s expected to reach profitability a lot quicker than its rivals inNio(NYSE:NIO). Nio, for instance, is only expected to post profits in fiscal 2024. The profitability estimate is a massive nod of approval for Li Auto as it rises up the ranks in the EV sphere.FordMotor(F)FordMotor (NYSE:F) is often an overlooked EV stock. The Detroit automaker is a pioneer in the production of traditional combustion-engine trucks, and its transition to EVs has investors skeptical. However, its recent results suggest that electric versions of its popular trucks are gaining immense traction.EV sales shot up almost 120% on a year-over-year basisto 6,261 units, with retail sales up 79.1%. The F-150 Lightning has been the best-selling electric truck since its release this year. Early signs for the F-150 Lightning sales are strong and have exhibited the potential to outsell its traditional model in the not-so-distant future.Moreover, Ford plans to ramp its EV capacity from 600,000 by the end of 2023 to 2 million by 2026. Also, it will be securing deals for battery minerals with suppliers to ensure its targets are met effectively. Hence, Ford has some ambitious plans to dominate the EV space, making it one of the top prospects in the sector.Lucid Group(LCID)Lucid Group (NASDAQ:LCID) is a Chinese pure-play luxury EV maker that has quickly become one of the most popular brands in its niche. Its gorgeous Lucid Air has greater range and legroom than most of Tesla’s models. Former Tesla executives lead the firm, and the goal is to solidify its position in the luxury EV segment.Due to supply-chain bottlenecks, it couldn’t expand its factory output. However, its recent third-quarter update has been more encouraging and suggests that its production ramp is going according to plan. Moreover, its reservations continue to increase each quarter, amounting toover $3.5 billion in potential sales. Also, with a cash balance of more than $4.5 billion and its partnership with the Kingdom of Saudi Arabia, it should have plenty of liquidity to push the afterburners with its production.ChargePoint(CHPT)ChargePoint (NYSE:CHPT) is a top EV charging infrastructure provider and the largest publicly listed business of its kind. It makes money from charger sales, robust cloud software, and subscription offerings. Moreover, it benefits from network effects that have helped it expand incredibly. After the second quarter, it deployed over 200,000 charging ports, giving it a colossal market share of 65%.Furthermore,CHPT generated over $108.29 million in its second quarter, despite market headwinds. Its sales grew by 93% from the prior-year period resulting in a revenue beat of $5.26 million on consensus estimates. Moreover, it generated agross profitof $18.2 million in the quarter, its highest number on record. Its management aims to become free cash flow positive by 2024, which should be a major catalyst for its stock.Mullen Automotive(MULN)Mullen Automotive (NASDAQ:MULN) is a unique EV play with amazing long-term potential to blow up in the future. It’s developing on the development of solid-state batteries and its line of EV cars, giving it a major edge over its competition.The focus has been on its batteries division, though, where it reported positive test results earlier this year, exceeding its previously stated targets. It will be testing its batteries in its flagship electric SUV, the Mullen Five, enabling it to go over 600 miles on just one charge.Furthermore, it seems like Mullen is going full-steam ahead with its plans, tripling its research and development expense in its most recent quarter. It recently acquiredElectric Last Mile for $240 million, gaining multiple assets and an active production plant to speed up its manufacturing. Therefore, it is one of the EV stocks with moon-shot potential.Nio(NIO)Nio is a leading Chinese EV giant that has experienced an incredible stock price run over the past couple of years. However, with multiple headwinds in play, its stock has shed over 70% of its value year-to-date. Hence, its stock is trading at record-low prices.Lockdowns in China and the deplorable economic situation across the globe have significantly impacted Nio’s business of late. However, cumulative deliveries have reached 259,563 as of October,with a 174.3% growth in deliverieslast month from the prior-year period. The firm continues to produce tens of thousands of vehicles and has a sizeable lead over its competition. Moreover, it is expanding overseas into European markets such as Norway to reduce its sales concentration in China. Thus, it is one of the EV stocks to buy on this list.","news_type":1,"symbols_score_info":{"NIO":0.9,"CHPT":0.9,"MULN":0.9,"LCID":0.9,"BYDDF":0.9,"F":0.9,"LI":0.9}},"isVote":1,"tweetType":1,"viewCount":1449,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9943886692,"gmtCreate":1679352816816,"gmtModify":1679352820797,"author":{"id":"3578378737544841","authorId":"3578378737544841","name":"BennyTay","avatar":"https://community-static.tradeup.com/news/b2811d2536960cbba454a3f5f37fe4c5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578378737544841","authorIdStr":"3578378737544841"},"themes":[],"htmlText":"🙏","listText":"🙏","text":"🙏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":21,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943886692","repostId":"2320379346","repostType":2,"repost":{"id":"2320379346","kind":"highlight","pubTimestamp":1679388961,"share":"https://ttm.financial/m/news/2320379346?lang=en_US&edition=fundamental","pubTime":"2023-03-21 16:56","market":"us","language":"en","title":"First Republic, PacWest, and Western Alliance Have Sold Off Intensely. Are Any of These Stocks a Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=2320379346","media":"Motley Fool","summary":"All three of these banks have some similarities to SVB Financial, which has made investors very jumpy.","content":"<div>\n<p>KEY POINTSFirst Republic, PacWest, and Western Alliance have exposure to the tech and venture capital sector.First Republic is sitting on a hefty amount of unrealized bond losses in its held-to-...</p>\n\n<a href=\"https://www.fool.com/investing/2023/03/20/first-republic-pacwest-western-alliance-sold-off/\">Source Link</a>\n\n</div>\n","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>First Republic, PacWest, and Western Alliance Have Sold Off Intensely. Are Any of These Stocks a Buy?</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\">\nFirst Republic, PacWest, and Western Alliance Have Sold Off Intensely. Are Any of These Stocks a Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-21 16:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/03/20/first-republic-pacwest-western-alliance-sold-off/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSFirst Republic, PacWest, and Western Alliance have exposure to the tech and venture capital sector.First Republic is sitting on a hefty amount of unrealized bond losses in its held-to-...</p>\n\n<a href=\"https://www.fool.com/investing/2023/03/20/first-republic-pacwest-western-alliance-sold-off/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WAL":"阿莱恩斯西部银行","BK4589":"SVB概念","BK4211":"区域性银行","PACW":"西太平洋合众银行"},"source_url":"https://www.fool.com/investing/2023/03/20/first-republic-pacwest-western-alliance-sold-off/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2320379346","content_text":"KEY POINTSFirst Republic, PacWest, and Western Alliance have exposure to the tech and venture capital sector.First Republic is sitting on a hefty amount of unrealized bond losses in its held-to-maturity bond portfolio.Bank stocks have come under some pressure this month after the second- and third-largest bank failures in history came out of seemingly nowhere and spooked investors. In particular, bank stocks  First Republic, PacWest Bancorp, and Western Alliance went on quite a bumpy ride as investors spotted similarities between their balance sheets and those of failed bank SVB Financial. As a result, all three stocks have been sold off intensely.To paraphrase legendary investor Warren Buffett, with so many investors so scared right now, is it time to \"be greedy when others are fearful?\" Given the sell-off, are any of these stocks worth buying right now? Let's take a look.Uninsured deposits and bond lossesThe big thing that brought SVB Financial's Silicon Valley Bank and Silvergate Capital's Silvergate Bank down is deposits fleeing the bank extremely quickly over concerns about bond losses. Many banks invested excess deposits into lower-yielding, longer-duration bonds too early in the interest rate cycle. When rates rose, these bonds fell out of favor and their value fell deeply underwater because bond yields and bond values have an inverse relationship. Given enough time, these \"paper losses\" on the bonds would have turned back into gains if the bonds were held to maturity. SVB didn't get that needed time.What exacerbated SVB's and Silvergate's problems is that both banks had too much deposit concentration among a smaller number of big customers, all carrying deposit balances well in excess of what the Federal Deposit Insurance Corp. (FDIC) insures. In SVB's case, once the liquidity issues it faced became known, these select large customers got spooked, pulled their deposits quickly, and then told their friends to do the same. Word got around so quickly that SVB saw an astounding $42 billion of deposits pulled in a single day.Making comparisons to SVB FinancialIn order to see how First Republic, PacWest, and Western Alliance stack up to SVB, let's first examine how many of their deposits were uninsured and what kinds of bond losses they were facing relative to their tangible common equity (TCE) at the end of 2022. I'm only going to look at unrealized bond losses in these banks' held-to-maturity (HTM) portfolios because these are not marked-to-market and therefore not subtracted from equity each quarter.BankTCEHTM Unrealized Losses on Dec. 31, 2022Percent of Deposits Uninsured on Dec. 31, 2022SVB Financial$11.8 billion$15.1 billion89%First Republic$12.8 billion$4.8 billion79%Western Alliance$4.4 billion$177 million76%PacWest Bancorp$2.12 billionNM57%Data sources: Bank call reports and regulatory filings. TCE = Tangible common equity. HTM = Held to maturity. NM = Not material.As you can see, SVB would have wiped out all of its equity if it had sold its HTM bond portfolio. First Republic would wipe out 37.5% of its equity, while Western Alliance and PacWest aren't really sitting on any meaningful HTM bond losses. However, all of these banks had a significant amount of uninsured deposits.Homing in on depositsFirst Republic is a niche bank catering to high-net-worth households in the coastal parts of the U.S. like California, New York, Boston, and Florida. Like SVB, it also does a good amount of lending to businesses like venture capital and private equity firms, as well as nonprofits such as higher education.Interestingly, First Republic notes that it only has one-fifth of business deposit accounts compared to the average U.S. bank with between $100 billion and $250 billion in deposits. The bank also noted in a recent investor presentation that its average business account has $490,000 in deposits in it, so you can see how a deposit base like this could potentially flee quicker than somewhere like Bank of America, which has millions of consumer accounts with much smaller balances.Despite tapping the Federal Reserve and JPMorgan Chase and building unused liquidity of $70 billion, First Republic was apparently still seeing deposit outflows and had to get an additional $30 billion deposit injection from 11 different banks.Western Alliance mainly gathers deposits from companies as well but seems to have a somewhat more diverse set of customers, serving a wider range of businesses, mortgage companies, homeowner's associations, and business escrow services. Roughly 14% of the bank's deposits came from the tech and innovation sector.PacWest also heavily caters to the venture capital community. At the end of 2022, about $12 billion of its nearly $34 billion in deposits came from venture banking activity, and the bank is reportedly seeking additional liquidity similar to First Republic.Margin and insider buysA good indicator of a bank's profitability is its net interest margin (NIM), which essentially looks at the interest a bank makes on interest-earning assets such as loans and securities and what it pays out on interest-bearing liabilities like deposits.First Republic is definitely going to be challenged, as it had already been facing NIM pressure even before all of the chaos started because it holds a large mortgage portfolio, which tends to yield less than a lot of business and commercial loans. Considering the bank recently said it has taken on a lot of higher-cost borrowings to fill the hole from outflows, expect earnings to struggle, especially over the next few quarters.On its first-quarter earnings call back in January, PacWest's management team expected NIM to be flat in 2023, but this has likely changed given everything going on.On Western Alliance's Q1 earnings call, management actually guided for very strong deposit growth in 2023 of between 13% and 17% and NIM expansion this year. Last Friday, as SVB Financial was being put into FDIC receivership, Western Alliance reaffirmed its deposit growth projections for the year, although it will be interesting to see how those hold up. On March 13, the bank said it had increased cash balances to $25 billion and that insured deposits now exceeded 50%, which are all positive developments.In terms of recent stock purchases by management and directors, PacWest takes the cake, with many members of its senior management team and directors purchasing shares since SVB failed. As of March 16, only one director at Western Alliance had purchased shares, and at First Republic, one member of senior management sold shares in recent days and one director acquired shares on March 9.Are any of these stocks worth buying?The big thing to understand here is that this is a rapidly evolving situation, so expect a lot of volatility over the next few weeks and there's no guarantee that more regional banks won't face deposit runs. These three banks may also see credit downgrades from the rating agencies (First Republic already has). I also think First Republic is a likely seller if it can find a buyer because it could really be an uphill battle for the bank from an earnings perspective.Additionally, regional banks definitely face challenges moving forward, whether it's on earnings or on the regulatory front. So while I expect them to rebound, it may not be an easy road and they may not gain their former valuations, at least for a while.All that said, Western Alliance looks the best positioned of these three right now given their cash position and the fact that more than half of the bank's deposits are now FDIC-insured. The company also has better NIM expectations and looks to have a more stable, diverse deposit base. I do wish insiders were buying more shares, however, because it would be a good signal to the market.If you're interested in investing, the best thing to do right now is to take a small position and build it gradually as conditions stabilize. Another way to play this might be to purchase an exchange-traded fund with exposure to regional banks like the SPDR S&P Regional Banking ETF, so you get exposure to a basket of regional bank stocks.","news_type":1,"symbols_score_info":{"FRC":0.9,"PACW":1,"WAL":1}},"isVote":1,"tweetType":1,"viewCount":2496,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9961174889,"gmtCreate":1668904782041,"gmtModify":1676538125565,"author":{"id":"3578378737544841","authorId":"3578378737544841","name":"BennyTay","avatar":"https://community-static.tradeup.com/news/b2811d2536960cbba454a3f5f37fe4c5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578378737544841","authorIdStr":"3578378737544841"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":1,"link":"https://ttm.financial/post/9961174889","repostId":"1143890380","repostType":4,"repost":{"id":"1143890380","kind":"news","pubTimestamp":1668822759,"share":"https://ttm.financial/m/news/1143890380?lang=en_US&edition=fundamental","pubTime":"2022-11-19 09:52","market":"us","language":"en","title":"Sea Limited: Profitability May Be Around The Corner","url":"https://stock-news.laohu8.com/highlight/detail?id=1143890380","media":"Seeking Alpha","summary":"SummaryFurther uncertainty for Sea Limited's Garena as its QAU did not stabilize as expected. New ga","content":"<html><head></head><body><h3>Summary</h3><ul><li>Further uncertainty for Sea Limited&#39;s Garena as its QAU did not stabilize as expected. New games were launched in recent months.</li><li>Shopee’s race to profitability has accelerated as shown in the material improvements in unit economics, and they are expected to be profitable by FY23.</li><li>SeaBank&#39;s credit business is growing strongly and its overall credit business is profitable and cash flow positive. Its revenue now makes up 10.4% of its overall revenue.</li><li>Execution has been on point in attaining profitability although that resulted in declining growth in FY22. Management believes growth can reaccelerate once it achieves profitability.</li><li>Sea Limited has sufficient cash reserves to pay off the convertible notes.</li></ul><h3>Investment Thesis</h3><p><a href=\"https://laohu8.com/S/SE\">Sea Limited</a> has come under much scrutiny in the past 2 years as the shift in focus from growth to profitability and macro headwinds have led to a massive growth decline across itsShopee and Garena units. While this is unfortunate, management has executed brilliantly so far to turn the company into an increasingly self-sufficient business in the near term.</p><p>In this article, I attempt to dive deeper into itsQ3 2022 resultand provide an overall analysis of the earnings. Although I’d like to highlight that the management has explicitly stated that growth can reaccelerate after attaining profitability and that they have a sufficient cash reserve to pay off the convertible notes sitting on the balance sheet.</p><h3>Garena<img src=\"https://static.tigerbbs.com/ab8fe0ed7909a98b7fdf0b930bc362df\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/></h3><p>SE 10-Q</p><p><img src=\"https://static.tigerbbs.com/8386bb1c95c3d5300e1fe0f371528199\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/></p><p>SE 10-Q</p><p>Garena’s QAU and QPU continued to decline sequentially, as the management’s anticipation of its user base stabilizing did not materialize. The macro headwinds continue to be a headache, and it seems that there is more uncertainty lying ahead for Garena Free Fire. The key forward is to focus on launching new games, with games such asPrimitive EraandBlack Clover Mobilelaunching recently. While this indicates that management is working hard to reaccelerate Garena’s growth, it is important to recognize that the success of games is not guaranteed, and this is the bigger uncertainty for the business. As a result, this caused its adjusted EBITDA margin to further decline to 32.5% during the quarter.</p><p>Additionally, management states that the expiry of the agreement with Riot Games will have no impact on Garena’s publishing business, and Garena is seeking other top-game developers for their publishing business.</p><p>Shopee<img src=\"https://static.tigerbbs.com/79b7f33be279fa015f52addd35b55d96\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/>SE 10-Q<img src=\"https://static.tigerbbs.com/6aaff49a0ba8c901eadda2b7cf01a391\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/>SE 10-Q</p><p>Shopee’s GMV grew 14% Y/Y and the number of orders grew 18% Y/Y, a continuous decline in the past couple of quarters. This is a result of management pulling back on its sales and marketing (“S&amp;M”) expenses, exiting multiple markets, cutting costs aggressively (such as hiring), and lastly, the lower consumer discretionary spending. This is in contrast to Lazada (NYSE: BABA), as the number oforders declined Y/Yand they are also prioritizing profitability through increased monetization.</p><p>While this does show that consumers continue to spend on Shopee in SEA, its GMV and number of orders are partially contributed by Shopee Brazil. In a tough macro environment, Shopee experienced a 36% Y/Y growth in the number of brands on the platform, indicating that Shopee is an increasingly important partner in growing its online revenue.<img src=\"https://static.tigerbbs.com/7e09e1e030c482f41afaf8695896f9ec\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/>SE 10-Q</p><p>The more important portion is Shopee’s improvement in profitability. Its overall adjusted EBITDA loss per order continues to improve by 23.5% sequentially, and more specifically, Shopee Brazil’s loss per order improved by 27.5% sequentially during the quarter as compared to 6.6% in the last quarter. Moreover, Shopee is expected to attain profitability by FY23 instead of FY25 as previously guided by the management. This goes to show that the management has made great strides in pursuing profitability, which is impressive in my view. Once it attained self-sufficiency, growth can reaccelerate, although, the management is expecting flat or negative growth in certain metrics in the near term.</p><h3>SeaBank</h3><p><i>Note that I will be using “SeaBank” and “SeaMoney” interchangeably.</i></p><p><img src=\"https://static.tigerbbs.com/0f0cb77d6ac22f50a1208eaf075db51c\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/></p><p>SE 10-Q</p><p>SeaMoney’s loan receivables grew 46% from 4Q21 and 110% from 3Q21 to $2.2 billion. These are loans provided to customers whereby SeaMoney generates revenue by charging interest rates, and it has been growing quickly. In myprevious article, I showed that in Sep 2022, SeaBank Indonesia grew its loans and customer deposits by 111% Y/Y and 147% Y/Y, respectively, and the launch of ShopeePay in Brazil. During the earnings call, management stated that the credit business is profitable and cash flow positive, and it will be focusing on growing this business in Southeast Asia (“SEA”) and Brazil.</p><p>Additionally, they have also said to diversify their source of funding for the credit business, which I believe is to seek third-party financing partners to reduce the capital required for the business and at the same time, reduce credit risk. Similar to Bank Jago (IDX: ARTO), SeaBank may utilize the data of its partners to help improve the non-performing loans and scale its lending. Readers who are unaware of SeaBank’s business model can head to mydeep diveinto the company.</p><p><img src=\"https://static.tigerbbs.com/2de194897c03f180f99a0dd2b75bf2d0\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/></p><p>SE 10-Q</p><p><img src=\"https://static.tigerbbs.com/5932cc09aca0134084217800afb30399\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/></p><p>SE 10-Q</p><p><img src=\"https://static.tigerbbs.com/6205c82c79c753720862ed8385dd0e2a\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/></p><p>SE 10-Q</p><p>As a result of its growing deposits and loan books, its Q3 2022 revenue grew 147% Y/Y, and it has been increasingly making up a bigger portion of its overall revenue at 10.4% this quarter. Management had also been deliberate in cutting down on S&amp;M expenses and combined with its acceleration revenue growth, its adjusted EBITDA margin has improved massively to -20.7% during the quarter. This is compared to -40% in 2Q22 and -120.3% a year ago.</p><h3>Sufficient Cash Reserves To Pay off Convertible Notes<img src=\"https://static.tigerbbs.com/4ff585449530fce4084e7d1447e077b4\" tg-width=\"1280\" tg-height=\"798\" referrerpolicy=\"no-referrer\"/></h3><p>SE 10-Q</p><p>One of the biggest concerns about Sea Limited for investors is the cash burn rate, as they fear that the company does not have enough sufficient cash reserves to pay off convertible notes maturing in 2026. However, not only did the cash outflow slow in Q3 2022, but the management has also hinted that there are sufficient cash reserves to pay off the convertible notes:</p><blockquote>“We aim to continue to maintain a net cash position, after budgeting for the full retirement in cash of outstanding convertible bonds and assuming no external funding.”</blockquote><h3>Conclusion</h3><p>Overall, this was a pretty decent quarter for Sea Limited, as we could see that they had made huge improvements on the road to profitability, particularly for Shopee. While that comes at a growth trade-off, management has indicated that Shopee can reaccelerate its growth after attaining profitability in FY23, which is pulled forward from FY25 as guided previously.</p><p>Garena&#39;s results continue to be a concern as macro seems to have a longer-than-expected impact on its user base and its profitability as a result has been trending downwards over the past couple of quarters. Management has been working hard on its gaming pipelines, although the uncertainty lies in the successes of these new games and whether they could reaccelerate their growth in the future.</p><p>SeaBank has been growing its top line really quickly and huge improvements were made on the bottom line as well. Furthermore, the overall credit business is profitable and is generating positive cash flow, and has been increasingly making up a larger proportion of its total revenue. I continue to believe that this can be a potential growth driver for Sea Limited.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Sea Limited: Profitability May Be Around The Corner</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSea Limited: Profitability May Be Around The Corner\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-19 09:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4559176-sea-limited-profitability-may-be-around-the-corner><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryFurther uncertainty for Sea Limited's Garena as its QAU did not stabilize as expected. New games were launched in recent months.Shopee’s race to profitability has accelerated as shown in the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4559176-sea-limited-profitability-may-be-around-the-corner\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"https://seekingalpha.com/article/4559176-sea-limited-profitability-may-be-around-the-corner","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143890380","content_text":"SummaryFurther uncertainty for Sea Limited's Garena as its QAU did not stabilize as expected. New games were launched in recent months.Shopee’s race to profitability has accelerated as shown in the material improvements in unit economics, and they are expected to be profitable by FY23.SeaBank's credit business is growing strongly and its overall credit business is profitable and cash flow positive. Its revenue now makes up 10.4% of its overall revenue.Execution has been on point in attaining profitability although that resulted in declining growth in FY22. Management believes growth can reaccelerate once it achieves profitability.Sea Limited has sufficient cash reserves to pay off the convertible notes.Investment ThesisSea Limited has come under much scrutiny in the past 2 years as the shift in focus from growth to profitability and macro headwinds have led to a massive growth decline across itsShopee and Garena units. While this is unfortunate, management has executed brilliantly so far to turn the company into an increasingly self-sufficient business in the near term.In this article, I attempt to dive deeper into itsQ3 2022 resultand provide an overall analysis of the earnings. Although I’d like to highlight that the management has explicitly stated that growth can reaccelerate after attaining profitability and that they have a sufficient cash reserve to pay off the convertible notes sitting on the balance sheet.GarenaSE 10-QSE 10-QGarena’s QAU and QPU continued to decline sequentially, as the management’s anticipation of its user base stabilizing did not materialize. The macro headwinds continue to be a headache, and it seems that there is more uncertainty lying ahead for Garena Free Fire. The key forward is to focus on launching new games, with games such asPrimitive EraandBlack Clover Mobilelaunching recently. While this indicates that management is working hard to reaccelerate Garena’s growth, it is important to recognize that the success of games is not guaranteed, and this is the bigger uncertainty for the business. As a result, this caused its adjusted EBITDA margin to further decline to 32.5% during the quarter.Additionally, management states that the expiry of the agreement with Riot Games will have no impact on Garena’s publishing business, and Garena is seeking other top-game developers for their publishing business.ShopeeSE 10-QSE 10-QShopee’s GMV grew 14% Y/Y and the number of orders grew 18% Y/Y, a continuous decline in the past couple of quarters. This is a result of management pulling back on its sales and marketing (“S&M”) expenses, exiting multiple markets, cutting costs aggressively (such as hiring), and lastly, the lower consumer discretionary spending. This is in contrast to Lazada (NYSE: BABA), as the number oforders declined Y/Yand they are also prioritizing profitability through increased monetization.While this does show that consumers continue to spend on Shopee in SEA, its GMV and number of orders are partially contributed by Shopee Brazil. In a tough macro environment, Shopee experienced a 36% Y/Y growth in the number of brands on the platform, indicating that Shopee is an increasingly important partner in growing its online revenue.SE 10-QThe more important portion is Shopee’s improvement in profitability. Its overall adjusted EBITDA loss per order continues to improve by 23.5% sequentially, and more specifically, Shopee Brazil’s loss per order improved by 27.5% sequentially during the quarter as compared to 6.6% in the last quarter. Moreover, Shopee is expected to attain profitability by FY23 instead of FY25 as previously guided by the management. This goes to show that the management has made great strides in pursuing profitability, which is impressive in my view. Once it attained self-sufficiency, growth can reaccelerate, although, the management is expecting flat or negative growth in certain metrics in the near term.SeaBankNote that I will be using “SeaBank” and “SeaMoney” interchangeably.SE 10-QSeaMoney’s loan receivables grew 46% from 4Q21 and 110% from 3Q21 to $2.2 billion. These are loans provided to customers whereby SeaMoney generates revenue by charging interest rates, and it has been growing quickly. In myprevious article, I showed that in Sep 2022, SeaBank Indonesia grew its loans and customer deposits by 111% Y/Y and 147% Y/Y, respectively, and the launch of ShopeePay in Brazil. During the earnings call, management stated that the credit business is profitable and cash flow positive, and it will be focusing on growing this business in Southeast Asia (“SEA”) and Brazil.Additionally, they have also said to diversify their source of funding for the credit business, which I believe is to seek third-party financing partners to reduce the capital required for the business and at the same time, reduce credit risk. Similar to Bank Jago (IDX: ARTO), SeaBank may utilize the data of its partners to help improve the non-performing loans and scale its lending. Readers who are unaware of SeaBank’s business model can head to mydeep diveinto the company.SE 10-QSE 10-QSE 10-QAs a result of its growing deposits and loan books, its Q3 2022 revenue grew 147% Y/Y, and it has been increasingly making up a bigger portion of its overall revenue at 10.4% this quarter. Management had also been deliberate in cutting down on S&M expenses and combined with its acceleration revenue growth, its adjusted EBITDA margin has improved massively to -20.7% during the quarter. This is compared to -40% in 2Q22 and -120.3% a year ago.Sufficient Cash Reserves To Pay off Convertible NotesSE 10-QOne of the biggest concerns about Sea Limited for investors is the cash burn rate, as they fear that the company does not have enough sufficient cash reserves to pay off convertible notes maturing in 2026. However, not only did the cash outflow slow in Q3 2022, but the management has also hinted that there are sufficient cash reserves to pay off the convertible notes:“We aim to continue to maintain a net cash position, after budgeting for the full retirement in cash of outstanding convertible bonds and assuming no external funding.”ConclusionOverall, this was a pretty decent quarter for Sea Limited, as we could see that they had made huge improvements on the road to profitability, particularly for Shopee. While that comes at a growth trade-off, management has indicated that Shopee can reaccelerate its growth after attaining profitability in FY23, which is pulled forward from FY25 as guided previously.Garena's results continue to be a concern as macro seems to have a longer-than-expected impact on its user base and its profitability as a result has been trending downwards over the past couple of quarters. Management has been working hard on its gaming pipelines, although the uncertainty lies in the successes of these new games and whether they could reaccelerate their growth in the future.SeaBank has been growing its top line really quickly and huge improvements were made on the bottom line as well. Furthermore, the overall credit business is profitable and is generating positive cash flow, and has been increasingly making up a larger proportion of its total revenue. I continue to believe that this can be a potential growth driver for Sea Limited.","news_type":1,"symbols_score_info":{"SE":0.9}},"isVote":1,"tweetType":1,"viewCount":1874,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9908234177,"gmtCreate":1659395812099,"gmtModify":1705979787154,"author":{"id":"3578378737544841","authorId":"3578378737544841","name":"BennyTay","avatar":"https://community-static.tradeup.com/news/b2811d2536960cbba454a3f5f37fe4c5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578378737544841","authorIdStr":"3578378737544841"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9908234177","repostId":"2256677426","repostType":4,"isVote":1,"tweetType":1,"viewCount":824,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9048640929,"gmtCreate":1656207016361,"gmtModify":1676535784298,"author":{"id":"3578378737544841","authorId":"3578378737544841","name":"BennyTay","avatar":"https://community-static.tradeup.com/news/b2811d2536960cbba454a3f5f37fe4c5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578378737544841","authorIdStr":"3578378737544841"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9048640929","repostId":"2246784754","repostType":4,"isVote":1,"tweetType":1,"viewCount":598,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9024694311,"gmtCreate":1653866245233,"gmtModify":1676535351861,"author":{"id":"3578378737544841","authorId":"3578378737544841","name":"BennyTay","avatar":"https://community-static.tradeup.com/news/b2811d2536960cbba454a3f5f37fe4c5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578378737544841","authorIdStr":"3578378737544841"},"themes":[],"htmlText":"🤔","listText":"🤔","text":"🤔","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9024694311","repostId":"2239733199","repostType":4,"repost":{"id":"2239733199","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":1653865624,"share":"https://ttm.financial/m/news/2239733199?lang=en_US&edition=fundamental","pubTime":"2022-05-30 07:07","market":"us","language":"en","title":"GameStop, Salesforce, Netflix, Alphabet, Nvidia, and Other Stocks for Investors to Watch This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=2239733199","media":"Dow Jones","summary":"By Nicholas Jasinski \n\n\n     U.S. stock and bond markets will be closed Monday for Memorial Day. A h","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<pre>\nBy Nicholas Jasinski \n</pre>\n<p>\n     U.S. stock and bond markets will be closed Monday for Memorial Day. A handful of major companies report later this week, with the economic-data highlight being jobs Friday. \n</p>\n<p>\n     HP and <a href=\"https://laohu8.com/S/CRM\">Salesforce</a>.com will report on Tuesday, followed by Chewy, GameStop, and Hewlett Packard Enterprise on Wednesday. CrowdStrike Holdings, Hormel Foods, Lululemon Athletica, and Okta will be Thursday's earnings highlights. \n</p>\n<p>\n     There are also several annual shareholders meetings scheduled for this week, including Alphabet, Comcast, and Walmart on Wednesday and Netflix, Nvidia, and <a href=\"https://laohu8.com/S/PYPL\">PayPal</a> Holdings on Thursday. \n</p>\n<p>\n     It will be a busier week for economic data. Friday will bring the jobs report for May from the Bureau of Labor Statistics. Economists' average forecast is for a gain of 317,500 nonfarm payrolls and for an unemployment rate of 3.5%. \n</p>\n<p>\n     Other data out this week will include the Conference Board's Consumer Confidence Index for May on Tuesday, followed by the ISM's Manufacturing Purchasing Managers' Index for May on Wednesday. The Services PMI for May will be out on Friday. \n</p>\n<p>\n     Monday 5/30 \n</p>\n<p>\n     Equity and fixed-income markets are closed in observance of Memorial Day. \n</p>\n<p>\n     Tuesday 5/31 \n</p>\n<p>\n     HP Inc. and Salesforce.com announce earnings. \n</p>\n<p>\n     The Institute for Supply Management releases its Chicago Business Barometer for May. Consensus estimate is for a 56.8 reading, slightly higher than April's 56.4. \n</p>\n<p>\n     The Conference Board releases its Consumer Confidence Index for May. Economists forecast a 4.7% month-over-month decline to 102. That would be the lowest figure for the index since February 2021. Retail spending has remained robust, even as consumer confidence has waned. \n</p>\n<p>\n     Wednesday 6/1 \n</p>\n<p>\n     Chewy, GameStop, Hewlett Packard Enterprise, NetApp, and PVH release quarterly results. \n</p>\n<p>\n     AmerisourceBergen, LKQ, and Paccar hold investor meetings. \n</p>\n<p>\n     Alphabet, Comcast, NXP Semiconductors, and Walmart host their annual shareholder meetings. \n</p>\n<p>\n     The Bureau of Labor Statistics releases its Job Openings and Labor Turnover Survey. Expectations are for 11.4 million job openings on the last business day of April, slightly fewer than the 11.55 million in March, which was a record. The labor market remains very tight, but more and more companies have recently announced layoffs or hiring freezes. Both Amazon.com and Walmart recently said that they were overstaffed. \n</p>\n<p>\n     The ISM releases its Manufacturing Purchasing Managers' Index for May. Consensus estimate is for a 54.8 reading, roughly even with the April figure, which was lowest since September 2020. \n</p>\n<p>\n     Thursday 6/2 \n</p>\n<p>\n     Cooper Cos., CrowdStrike Holdings, Hormel Foods, Lululemon Athletica, and Okta hold conference calls to discuss earnings. \n</p>\n<p>\n     Netflix, Nvidia, and PayPal Holdings have their annual meeting of shareholders. \n</p>\n<p>\n     ADP releases its National Employment Report for May. Private-sector employment is expected to have increased by 350,000 jobs after a gain of 247,000 in April. The private sector has added 1.1 million net jobs since the start of the pandemic, according to ADP. \n</p>\n<p>\n     Friday 6/3 \n</p>\n<p>\n     The BLS releases the jobs report for May. The economy is expected to add 317,500 nonfarm jobs, after a gain of 428,000 in April. The unemployment rate is seen edging down from 3.6% to 3.5%, which would match a half-century low. \n</p>\n<p>\n     Cigna hosts its 2022 investor day in New York. The company will update its financial outlook at the meeting. \n</p>\n<p>\n     ISM releases its Services Purchasing Managers' Index for May. Economists forecast a 56 reading, about <a href=\"https://laohu8.com/S/AONE.U\">one</a> point less than the April figure. \n</p>\n<p>\n     Write to Nicholas Jasinski at nicholas.jasinski@barrons.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  May 31, 2022 08:33 ET (12:33 GMT)\n</p>\n<p>\n  Copyright (c) 2022 Dow Jones &amp; Company, Inc.\n</p>\n</font>","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>GameStop, Salesforce, Netflix, Alphabet, Nvidia, and Other Stocks for Investors to Watch This Week</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\">\nGameStop, Salesforce, Netflix, Alphabet, Nvidia, and Other Stocks for Investors to Watch This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-05-30 07:07</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<pre>\nBy Nicholas Jasinski \n</pre>\n<p>\n     U.S. stock and bond markets will be closed Monday for Memorial Day. A handful of major companies report later this week, with the economic-data highlight being jobs Friday. \n</p>\n<p>\n     HP and <a href=\"https://laohu8.com/S/CRM\">Salesforce</a>.com will report on Tuesday, followed by Chewy, GameStop, and Hewlett Packard Enterprise on Wednesday. CrowdStrike Holdings, Hormel Foods, Lululemon Athletica, and Okta will be Thursday's earnings highlights. \n</p>\n<p>\n     There are also several annual shareholders meetings scheduled for this week, including Alphabet, Comcast, and Walmart on Wednesday and Netflix, Nvidia, and <a href=\"https://laohu8.com/S/PYPL\">PayPal</a> Holdings on Thursday. \n</p>\n<p>\n     It will be a busier week for economic data. Friday will bring the jobs report for May from the Bureau of Labor Statistics. Economists' average forecast is for a gain of 317,500 nonfarm payrolls and for an unemployment rate of 3.5%. \n</p>\n<p>\n     Other data out this week will include the Conference Board's Consumer Confidence Index for May on Tuesday, followed by the ISM's Manufacturing Purchasing Managers' Index for May on Wednesday. The Services PMI for May will be out on Friday. \n</p>\n<p>\n     Monday 5/30 \n</p>\n<p>\n     Equity and fixed-income markets are closed in observance of Memorial Day. \n</p>\n<p>\n     Tuesday 5/31 \n</p>\n<p>\n     HP Inc. and Salesforce.com announce earnings. \n</p>\n<p>\n     The Institute for Supply Management releases its Chicago Business Barometer for May. Consensus estimate is for a 56.8 reading, slightly higher than April's 56.4. \n</p>\n<p>\n     The Conference Board releases its Consumer Confidence Index for May. Economists forecast a 4.7% month-over-month decline to 102. That would be the lowest figure for the index since February 2021. Retail spending has remained robust, even as consumer confidence has waned. \n</p>\n<p>\n     Wednesday 6/1 \n</p>\n<p>\n     Chewy, GameStop, Hewlett Packard Enterprise, NetApp, and PVH release quarterly results. \n</p>\n<p>\n     AmerisourceBergen, LKQ, and Paccar hold investor meetings. \n</p>\n<p>\n     Alphabet, Comcast, NXP Semiconductors, and Walmart host their annual shareholder meetings. \n</p>\n<p>\n     The Bureau of Labor Statistics releases its Job Openings and Labor Turnover Survey. Expectations are for 11.4 million job openings on the last business day of April, slightly fewer than the 11.55 million in March, which was a record. The labor market remains very tight, but more and more companies have recently announced layoffs or hiring freezes. Both Amazon.com and Walmart recently said that they were overstaffed. \n</p>\n<p>\n     The ISM releases its Manufacturing Purchasing Managers' Index for May. Consensus estimate is for a 54.8 reading, roughly even with the April figure, which was lowest since September 2020. \n</p>\n<p>\n     Thursday 6/2 \n</p>\n<p>\n     Cooper Cos., CrowdStrike Holdings, Hormel Foods, Lululemon Athletica, and Okta hold conference calls to discuss earnings. \n</p>\n<p>\n     Netflix, Nvidia, and PayPal Holdings have their annual meeting of shareholders. \n</p>\n<p>\n     ADP releases its National Employment Report for May. Private-sector employment is expected to have increased by 350,000 jobs after a gain of 247,000 in April. The private sector has added 1.1 million net jobs since the start of the pandemic, according to ADP. \n</p>\n<p>\n     Friday 6/3 \n</p>\n<p>\n     The BLS releases the jobs report for May. The economy is expected to add 317,500 nonfarm jobs, after a gain of 428,000 in April. The unemployment rate is seen edging down from 3.6% to 3.5%, which would match a half-century low. \n</p>\n<p>\n     Cigna hosts its 2022 investor day in New York. The company will update its financial outlook at the meeting. \n</p>\n<p>\n     ISM releases its Services Purchasing Managers' Index for May. Economists forecast a 56 reading, about <a href=\"https://laohu8.com/S/AONE.U\">one</a> point less than the April figure. \n</p>\n<p>\n     Write to Nicholas Jasinski at nicholas.jasinski@barrons.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  May 31, 2022 08:33 ET (12:33 GMT)\n</p>\n<p>\n  Copyright (c) 2022 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HRL":"荷美尔","HPE":"慧与科技","NVDA":"英伟达","PCAR":"帕卡","LULU":"lululemon athletica","NFLX":"奈飞","ISBC":"投资者银行","GME":"游戏驿站"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2239733199","content_text":"By Nicholas Jasinski \n\n\n     U.S. stock and bond markets will be closed Monday for Memorial Day. A handful of major companies report later this week, with the economic-data highlight being jobs Friday. \n\n\n     HP and Salesforce.com will report on Tuesday, followed by Chewy, GameStop, and Hewlett Packard Enterprise on Wednesday. CrowdStrike Holdings, Hormel Foods, Lululemon Athletica, and Okta will be Thursday's earnings highlights. \n\n\n     There are also several annual shareholders meetings scheduled for this week, including Alphabet, Comcast, and Walmart on Wednesday and Netflix, Nvidia, and PayPal Holdings on Thursday. \n\n\n     It will be a busier week for economic data. Friday will bring the jobs report for May from the Bureau of Labor Statistics. Economists' average forecast is for a gain of 317,500 nonfarm payrolls and for an unemployment rate of 3.5%. \n\n\n     Other data out this week will include the Conference Board's Consumer Confidence Index for May on Tuesday, followed by the ISM's Manufacturing Purchasing Managers' Index for May on Wednesday. The Services PMI for May will be out on Friday. \n\n\n     Monday 5/30 \n\n\n     Equity and fixed-income markets are closed in observance of Memorial Day. \n\n\n     Tuesday 5/31 \n\n\n     HP Inc. and Salesforce.com announce earnings. \n\n\n     The Institute for Supply Management releases its Chicago Business Barometer for May. Consensus estimate is for a 56.8 reading, slightly higher than April's 56.4. \n\n\n     The Conference Board releases its Consumer Confidence Index for May. Economists forecast a 4.7% month-over-month decline to 102. That would be the lowest figure for the index since February 2021. Retail spending has remained robust, even as consumer confidence has waned. \n\n\n     Wednesday 6/1 \n\n\n     Chewy, GameStop, Hewlett Packard Enterprise, NetApp, and PVH release quarterly results. \n\n\n     AmerisourceBergen, LKQ, and Paccar hold investor meetings. \n\n\n     Alphabet, Comcast, NXP Semiconductors, and Walmart host their annual shareholder meetings. \n\n\n     The Bureau of Labor Statistics releases its Job Openings and Labor Turnover Survey. Expectations are for 11.4 million job openings on the last business day of April, slightly fewer than the 11.55 million in March, which was a record. The labor market remains very tight, but more and more companies have recently announced layoffs or hiring freezes. Both Amazon.com and Walmart recently said that they were overstaffed. \n\n\n     The ISM releases its Manufacturing Purchasing Managers' Index for May. Consensus estimate is for a 54.8 reading, roughly even with the April figure, which was lowest since September 2020. \n\n\n     Thursday 6/2 \n\n\n     Cooper Cos., CrowdStrike Holdings, Hormel Foods, Lululemon Athletica, and Okta hold conference calls to discuss earnings. \n\n\n     Netflix, Nvidia, and PayPal Holdings have their annual meeting of shareholders. \n\n\n     ADP releases its National Employment Report for May. Private-sector employment is expected to have increased by 350,000 jobs after a gain of 247,000 in April. The private sector has added 1.1 million net jobs since the start of the pandemic, according to ADP. \n\n\n     Friday 6/3 \n\n\n     The BLS releases the jobs report for May. The economy is expected to add 317,500 nonfarm jobs, after a gain of 428,000 in April. The unemployment rate is seen edging down from 3.6% to 3.5%, which would match a half-century low. \n\n\n     Cigna hosts its 2022 investor day in New York. The company will update its financial outlook at the meeting. \n\n\n     ISM releases its Services Purchasing Managers' Index for May. Economists forecast a 56 reading, about one point less than the April figure. \n\n\n     Write to Nicholas Jasinski at nicholas.jasinski@barrons.com \n\n\n \n\n\n$(END)$ Dow Jones Newswires\n\n\n  May 31, 2022 08:33 ET (12:33 GMT)\n\n\n  Copyright (c) 2022 Dow Jones & Company, Inc.","news_type":1,"symbols_score_info":{"HRL":0.9,"LULU":0.9,"HPE":0.9,"NFLX":1,"ISBC":1,"NVDA":1,"GME":1,"PCAR":0.9}},"isVote":1,"tweetType":1,"viewCount":410,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9067063666,"gmtCreate":1652396642055,"gmtModify":1676535090303,"author":{"id":"3578378737544841","authorId":"3578378737544841","name":"BennyTay","avatar":"https://community-static.tradeup.com/news/b2811d2536960cbba454a3f5f37fe4c5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578378737544841","authorIdStr":"3578378737544841"},"themes":[],"htmlText":"🙏","listText":"🙏","text":"🙏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9067063666","repostId":"2235185245","repostType":4,"isVote":1,"tweetType":1,"viewCount":636,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9985189902,"gmtCreate":1667343742806,"gmtModify":1676537899825,"author":{"id":"3578378737544841","authorId":"3578378737544841","name":"BennyTay","avatar":"https://community-static.tradeup.com/news/b2811d2536960cbba454a3f5f37fe4c5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578378737544841","authorIdStr":"3578378737544841"},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9985189902","repostId":"2280415723","repostType":4,"repost":{"id":"2280415723","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":1667343569,"share":"https://ttm.financial/m/news/2280415723?lang=en_US&edition=fundamental","pubTime":"2022-11-02 06:59","market":"us","language":"en","title":"US STOCKS-Wall St Dips As Strong Job Openings Dent Fed Pivot Hopes","url":"https://stock-news.laohu8.com/highlight/detail?id=2280415723","media":"Reuters","summary":"U.S. job openings rise in SeptManufacturing activity slowsUber, Pfizer jump on upbeat forecastsIndex","content":"<html><head></head><body><ul><li>U.S. job openings rise in Sept</li><li>Manufacturing activity slows</li><li>Uber, Pfizer jump on upbeat forecasts</li><li>Indexes down: Dow 0.37%, S&amp;P 0.47%, Nasdaq 0.81%</li></ul><p>Wall Street&#39;s main indexes fell on Tuesday after data pointing to strength in the labor market dented hopes that the Federal Reserve would signal an easing in the pace of its interest rate hikes.</p><p><img src=\"https://static.tigerbbs.com/a0f4fcdd174bf92f0c27c2b152fb6d5c\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><p>A survey showed U.S. job openings unexpectedly rose in September, suggesting that demand for labor remains strong despite the Fed&#39;s aggressive interest rate increases aimed at stemming rampant inflation.</p><p>The data disappointed investors keenly watching out for signs of a cooling labor market and slowing economic growth that could persuade the Fed to take a less hawkish approach with a 50-basis point rate hike in December.</p><p>Such hopes, bolstered by some recent reports hinting at a slowing economy, along with better-than-expected earnings had helped drive a solid rally for U.S. stocks in October.</p><p>&#34;Hopes for a Fed dovish pivot are misplaced if today&#39;s job openings are any guide,&#34; said Ronald Temple, head of U.S. equity at Lazard Asset Management.</p><p>&#34;Despite other signs of economic deceleration, the job openings data taken together with nonfarm payroll growth indicate the Fed is far from the point where it can declare victory over inflation and lift its foot off the economic brake.&#34;</p><p>As markets brace for another hefty 75 basis point rate hike from the central bank on Wednesday, comments from policymakers following the decision and key labor data at the end of the week will be on investors&#39; radar for further clues on the outlook for interest rates.</p><p>&#34;This is still a very hot labor market ... labor demand is still very strong; meanwhile, labor supply is dwindling. In this context, it&#39;s hard to see how labor cost pressures can cool sustainably in the near-term,&#34; Jefferies economists wrote in a note.</p><p>On the other hand, a separate report showed U.S. manufacturing activity grew at its slowest pace in nearly 2-1/2 years in October as rising interest rates cool demand for goods.</p><p>Bogging down the tech-heavy Nasdaq, megacap growth firms such as Amazon.com, Alphabet and Microsoft fell between 2% and 6%.</p><p>Meanwhile, among S&amp;P 500 sectors, energy continued to outperform, rising as much as 1.4%.</p><p>At 12:33 p.m. ET, the Dow Jones Industrial Average was down 120.04 points, or 0.37%, at 32,612.91, the S&amp;P 500 was down 18.09 points, or 0.47%, at 3,853.89, and the Nasdaq Composite was down 88.65 points, or 0.81%, at 10,899.49.</p><p>Among single stocks, Uber Technologies climbed 12.1% after giving an upbeat fourth-quarter profit view that also lifted shares of its rivals Lyft Inc and DoorDash .</p><p>Pfizer rose 2.7% after the drugmaker raised full-year sales estimates for its COVID-19 vaccine, while Eli Lilly slipped 4.6% on trimming its profit forecast.</p><p>U.S.-listed shares of Chinese firms such as JD.Com and Alibaba Group Holding rose between 0.5% and 5% following rumors based on an unverified note circulating on social media that China was planning a reopening from strict COVID-19 curbs in March.</p><p>Advancing issues outnumbered decliners by a 1.81-to-1 ratio on the NYSE and by a 1.42-to-1 ratio on the Nasdaq.</p><p>The S&amp;P index recorded 22 new 52-week highs and eight new lows, while the Nasdaq recorded 80 new highs and 73 new lows.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-Wall St Dips As Strong Job Openings Dent Fed Pivot Hopes</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\">\nUS STOCKS-Wall St Dips As Strong Job Openings Dent Fed Pivot Hopes\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-11-02 06:59</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul><li>U.S. job openings rise in Sept</li><li>Manufacturing activity slows</li><li>Uber, Pfizer jump on upbeat forecasts</li><li>Indexes down: Dow 0.37%, S&amp;P 0.47%, Nasdaq 0.81%</li></ul><p>Wall Street&#39;s main indexes fell on Tuesday after data pointing to strength in the labor market dented hopes that the Federal Reserve would signal an easing in the pace of its interest rate hikes.</p><p><img src=\"https://static.tigerbbs.com/a0f4fcdd174bf92f0c27c2b152fb6d5c\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><p>A survey showed U.S. job openings unexpectedly rose in September, suggesting that demand for labor remains strong despite the Fed&#39;s aggressive interest rate increases aimed at stemming rampant inflation.</p><p>The data disappointed investors keenly watching out for signs of a cooling labor market and slowing economic growth that could persuade the Fed to take a less hawkish approach with a 50-basis point rate hike in December.</p><p>Such hopes, bolstered by some recent reports hinting at a slowing economy, along with better-than-expected earnings had helped drive a solid rally for U.S. stocks in October.</p><p>&#34;Hopes for a Fed dovish pivot are misplaced if today&#39;s job openings are any guide,&#34; said Ronald Temple, head of U.S. equity at Lazard Asset Management.</p><p>&#34;Despite other signs of economic deceleration, the job openings data taken together with nonfarm payroll growth indicate the Fed is far from the point where it can declare victory over inflation and lift its foot off the economic brake.&#34;</p><p>As markets brace for another hefty 75 basis point rate hike from the central bank on Wednesday, comments from policymakers following the decision and key labor data at the end of the week will be on investors&#39; radar for further clues on the outlook for interest rates.</p><p>&#34;This is still a very hot labor market ... labor demand is still very strong; meanwhile, labor supply is dwindling. In this context, it&#39;s hard to see how labor cost pressures can cool sustainably in the near-term,&#34; Jefferies economists wrote in a note.</p><p>On the other hand, a separate report showed U.S. manufacturing activity grew at its slowest pace in nearly 2-1/2 years in October as rising interest rates cool demand for goods.</p><p>Bogging down the tech-heavy Nasdaq, megacap growth firms such as Amazon.com, Alphabet and Microsoft fell between 2% and 6%.</p><p>Meanwhile, among S&amp;P 500 sectors, energy continued to outperform, rising as much as 1.4%.</p><p>At 12:33 p.m. ET, the Dow Jones Industrial Average was down 120.04 points, or 0.37%, at 32,612.91, the S&amp;P 500 was down 18.09 points, or 0.47%, at 3,853.89, and the Nasdaq Composite was down 88.65 points, or 0.81%, at 10,899.49.</p><p>Among single stocks, Uber Technologies climbed 12.1% after giving an upbeat fourth-quarter profit view that also lifted shares of its rivals Lyft Inc and DoorDash .</p><p>Pfizer rose 2.7% after the drugmaker raised full-year sales estimates for its COVID-19 vaccine, while Eli Lilly slipped 4.6% on trimming its profit forecast.</p><p>U.S.-listed shares of Chinese firms such as JD.Com and Alibaba Group Holding rose between 0.5% and 5% following rumors based on an unverified note circulating on social media that China was planning a reopening from strict COVID-19 curbs in March.</p><p>Advancing issues outnumbered decliners by a 1.81-to-1 ratio on the NYSE and by a 1.42-to-1 ratio on the Nasdaq.</p><p>The S&amp;P index recorded 22 new 52-week highs and eight new lows, while the Nasdaq recorded 80 new highs and 73 new lows.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2280415723","content_text":"U.S. job openings rise in SeptManufacturing activity slowsUber, Pfizer jump on upbeat forecastsIndexes down: Dow 0.37%, S&P 0.47%, Nasdaq 0.81%Wall Street's main indexes fell on Tuesday after data pointing to strength in the labor market dented hopes that the Federal Reserve would signal an easing in the pace of its interest rate hikes.A survey showed U.S. job openings unexpectedly rose in September, suggesting that demand for labor remains strong despite the Fed's aggressive interest rate increases aimed at stemming rampant inflation.The data disappointed investors keenly watching out for signs of a cooling labor market and slowing economic growth that could persuade the Fed to take a less hawkish approach with a 50-basis point rate hike in December.Such hopes, bolstered by some recent reports hinting at a slowing economy, along with better-than-expected earnings had helped drive a solid rally for U.S. stocks in October.\"Hopes for a Fed dovish pivot are misplaced if today's job openings are any guide,\" said Ronald Temple, head of U.S. equity at Lazard Asset Management.\"Despite other signs of economic deceleration, the job openings data taken together with nonfarm payroll growth indicate the Fed is far from the point where it can declare victory over inflation and lift its foot off the economic brake.\"As markets brace for another hefty 75 basis point rate hike from the central bank on Wednesday, comments from policymakers following the decision and key labor data at the end of the week will be on investors' radar for further clues on the outlook for interest rates.\"This is still a very hot labor market ... labor demand is still very strong; meanwhile, labor supply is dwindling. In this context, it's hard to see how labor cost pressures can cool sustainably in the near-term,\" Jefferies economists wrote in a note.On the other hand, a separate report showed U.S. manufacturing activity grew at its slowest pace in nearly 2-1/2 years in October as rising interest rates cool demand for goods.Bogging down the tech-heavy Nasdaq, megacap growth firms such as Amazon.com, Alphabet and Microsoft fell between 2% and 6%.Meanwhile, among S&P 500 sectors, energy continued to outperform, rising as much as 1.4%.At 12:33 p.m. ET, the Dow Jones Industrial Average was down 120.04 points, or 0.37%, at 32,612.91, the S&P 500 was down 18.09 points, or 0.47%, at 3,853.89, and the Nasdaq Composite was down 88.65 points, or 0.81%, at 10,899.49.Among single stocks, Uber Technologies climbed 12.1% after giving an upbeat fourth-quarter profit view that also lifted shares of its rivals Lyft Inc and DoorDash .Pfizer rose 2.7% after the drugmaker raised full-year sales estimates for its COVID-19 vaccine, while Eli Lilly slipped 4.6% on trimming its profit forecast.U.S.-listed shares of Chinese firms such as JD.Com and Alibaba Group Holding rose between 0.5% and 5% following rumors based on an unverified note circulating on social media that China was planning a reopening from strict COVID-19 curbs in March.Advancing issues outnumbered decliners by a 1.81-to-1 ratio on the NYSE and by a 1.42-to-1 ratio on the Nasdaq.The S&P index recorded 22 new 52-week highs and eight new lows, while the Nasdaq recorded 80 new highs and 73 new lows.","news_type":1,"symbols_score_info":{".IXIC":0.9,".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":976,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9905320225,"gmtCreate":1659832549269,"gmtModify":1703766796647,"author":{"id":"3578378737544841","authorId":"3578378737544841","name":"BennyTay","avatar":"https://community-static.tradeup.com/news/b2811d2536960cbba454a3f5f37fe4c5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578378737544841","authorIdStr":"3578378737544841"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9905320225","repostId":"1169492962","repostType":4,"repost":{"id":"1169492962","kind":"news","pubTimestamp":1659757863,"share":"https://ttm.financial/m/news/1169492962?lang=en_US&edition=fundamental","pubTime":"2022-08-06 11:51","market":"us","language":"en","title":"Tesla: No Competitor Yet From EV Startups","url":"https://stock-news.laohu8.com/highlight/detail?id=1169492962","media":"Seeking Alpha","summary":"SummaryAs the EV race heats up, EV startups that went public in the past year have average one-year ","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>As the EV race heats up, EV startups that went public in the past year have average one-year returns of -56%, showing the need for &#34;brand equity.&#34;</li><li>EV startups are in trouble as sales have been minimal, venture money has dried up, and share prices have plummeted.</li><li>Tesla is facing little competition from these EVs startups in the U.S. and Europe.</li><li>Tesla&#39;s greatest challenge will come from traditional automotive companies with EV products.</li></ul><p>In an increasingly competitive business as incumbent automakers introduce their own EVs, startups are in trouble as sales have been minimal, venture money has dried up, and share prices have plummeted.</p><p>I discussed in detail the lengths some of these startups have gone through to go public and get operating capital by forming Special Purpose Acquisition Companies (SPAC), which are shell companies that have no operations but go public with the intention of merging with or acquiring a company using the proceeds of the SPAC&#39;s IPO. I noted in my July 27, 2022, Seeking Alpha article entitled &#34;MOKE + EV Technology Group: The Cost And Value Of &#39;Brand Equity&#39; In The EV Automotive Value Chain:&#34;</p><blockquote>&#34;SPACs contributed half of the $29 billion raised publicly by EV manufacturers, suppliers and charging firms in 2021. EV startups Nikola (NKLA), Lordstown Motors (RIDE), Canoo (GOEV), Faraday Future Intelligent Electric (FFIE), Fisker (FSR), and Lucid Group (LCID) all went public through SPAC deals over the last two years.&#34;</blockquote><p>SPACs go public at $10 per share, a price point that serves as a simple benchmark for how those stocks have been received. Of these SPAC companies, only the share price of Lucid Group is above its IPO price at $18.25, as shown in Chart 1.</p><p><img src=\"https://static.tigerbbs.com/d5714c58d0d64a5bccfd46926742db3f\" tg-width=\"634\" tg-height=\"484\" referrerpolicy=\"no-referrer\"/></p><p>YCharts</p><p>Chart 1</p><p><b>Is There a Doctor in the House?</b></p><p>In Tables 1-3, I break down the current crop of EV startups by <i>level of funding</i> from all sources and compare each to Tesla (NASDAQ:TSLA). Table 1 shows the first five ranked companies. I don&#39;t include Rivian Automotive (RIVN), which would top the list by accumulating $10.7 billion in funding. Rivian&#39;s shares are down 65.95% since the IPO in 11/21, and the company continues to struggle. Layoffs at Rivian started in late July 2022 as the company races to cut costs amid a challenging economic climate and pressure to increase production. It delivered 1,227 vehicles in the first quarter and reported 4,467 deliveries in Q2. Rivian is targeting production of 25,000 vehicles this year, half of its initial production guidance for 2022.</p><p>Table 1 shows significant variations in financial metrics among the five companies. TSLA shows positive TTM revenue, Net Income, and Gross Profit. All the startups reported TTM Revenue, but only Li Auto (LI) reported a positive Net Income and Gross Profit.</p><p>Lucid Group was the top fund raiser on this list. Lucid delivered 360 EVs, helping to account for $57.7 million in revenue in Q1 2022, but revised its 2022 production volume outlook to a range of 6K to 7K vehicles following the release of itsQ2 results. Guidance earlier in the year was for production volume of 12K to 14K vehicles.</p><p>China&#39;s NIO (NIO) delivered 25,059 electric cars in Q2, which is slightly above the guidance of 23,000-25,000. So far this year, NIO globally sold 50,827 electric cars. But NIO reported a loss from operations was RMB2,445.1 million (US$383.7 million) in the fourth quarter of 2021, representing an increase of 162.5% from the fourth quarter of 2020 and an increase of 146.5% from the third quarter of 2021.</p><p><img src=\"https://static.tigerbbs.com/dfe93875be1bf07e575523460045fcdf\" tg-width=\"640\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p>Chart 2 shows a similar story based on one-year share price percent change for the companies listed in Table 1. TSLA is the only company showing positive growth at 29.72% as of the close on July 29, 2022. LI share price was -1.65%. NIO share price is down 55.84% showing investors the COVID situation in China remains fluid and EV shares in general remain under a cloud amid rising interest rates and fears of a global recession.</p><p><img src=\"https://static.tigerbbs.com/efe4c7e633c9284904c710ab74634088\" tg-width=\"634\" tg-height=\"484\" referrerpolicy=\"no-referrer\"/></p><p>YCharts</p><p>Chart 2</p><p>Table 2 shows TSLA compared with startups ranked #5-8 based on level of funding. Only Fisker reported TTM revenues of just $96,000. Wall Street was initially attracted to its asset-light business model based on contract manufacturing. However, declining investor appetite for pre-revenue companies has taken the focus away from companies like Fisker.</p><p>That will change as the Fisker Ocean is set to start production in November 2022 and sold exclusively through the Fisker app. According to the company, reservations for the Ocean electric SUV surpassed 50,000, a significant rise from the 40,000 preorders announced in early April. The Ocean with the base Sport trim priced at $37,499 before incentives.</p><p><img src=\"https://static.tigerbbs.com/3a779539168c1ed560346f0bd91e702a\" tg-width=\"640\" tg-height=\"172\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p>Chart 3 shows one-year share price percent change for the companies listed in Table 2. Again, TSLA is the only company showing positive growth at 29.72% as of the close on July 29, 2022. FSR share price is down 40.57%. The stock is trading below its IPO price.</p><p><img src=\"https://static.tigerbbs.com/c79d2a4a21567a786f5279bb8518a03d\" tg-width=\"634\" tg-height=\"484\" referrerpolicy=\"no-referrer\"/></p><p>YCharts</p><p>Chart 3</p><p>Table 3 shows the remaining EV startups, but funding has not been disclosed. Of the four startups, only Ayro (AYRO) showed positive TTM revenue of just $2.92M but net income was -$32.01M. Ayro has a different business model than the other companies included in this article as it designs and manufactures electric vehicles for closed campus mobility, urban and community transport, local on-demand and last mile delivery, and government use. The company provides four-wheeled purpose-built electric vehicles for universities, business and medical campuses, last mile delivery services, and food service providers.</p><p><img src=\"https://static.tigerbbs.com/7f10fa589992a7ab699d73dbc255e0f0\" tg-width=\"640\" tg-height=\"171\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p>Chart 4 shows one-year share price percent change for the companies listed in Table 3. Again, TSLA is the only company showing positive growth at 29.72% as of the close on July 29, 2022. All others have exhibited large negative double-digit share performance.</p><p><img src=\"https://static.tigerbbs.com/cd4ac75c6f128418a1b06ff8262e2389\" tg-width=\"634\" tg-height=\"484\" referrerpolicy=\"no-referrer\"/></p><p>YCharts</p><p>Chart 4</p><p><b>Tesla&#39;s Performance</b></p><p>Tesla reported a mixed Q2 earnings report on in its Q2 earnings call on July 20, 2022. Adjusted earnings per share came in at $2.27 vs. $1.81 expected. Revenue missed at $16.93 billion vs. $17.1 billion expected. Chart 5 shows quarterly performance through Q2 2022.</p><p><img src=\"https://static.tigerbbs.com/4052a39627697f9c8983ee7159207dee\" tg-width=\"640\" tg-height=\"298\" referrerpolicy=\"no-referrer\"/></p><p>YCharts</p><p>Chart 5</p><p>In Q2 2022, TSLA achieved record production rates across the company, producing more than 258,000 vehicles and delivered 254,695 vehicles. That was below consensus estimates of 266,795 vehicles, and down from 310,048 in 1Q 2022, as the company faced a continuation of manufacturing challenges related to shutdowns, global supply chain disruptions, labor shortages and logistics and other complications, which limited its ability to consistently run our factories at full capacity.</p><p>While the Shanghai factory was shut down fully and then partially for the majority of Q2, TSLA ended the quarter with a record monthly production level. Recent equipment upgrades will enable the company to continue to increase its production rate further.</p><p>The Fremont Factory made a record number of vehicles in Q2. I see opportunities for further production rate improvements. The next generation of 4680 battery cell machinery has been installed in Texas and is in the process of commissioning. Factory output in Texas continues to grow.</p><p>Gigafactory Berlin-Brandenburg reached an important milestone of over 1,000 cars produced in a single week while achieving positive gross margin during the quarter. Tesla expect the production rate to continue improving through the rest of the year.</p><p>Table 4 shows U.S. EV shipments for Q2 2021 and Q2 2022 by model. In Q2, Tesla was the top-selling luxury brand in the U.S., outpacing all the established names: Audi, BMW, Cadillac, Lexus, Mercedes-Benz, as seen in Table 4.</p><p>EV sales as a percentage of total automobile sales. In Q2, EV sales accounted for 5.6% of the total market, an increase from 5.3% in Q1. EV share in Q2 2021 was 2.7%. In Q2 2021, there were 19 EV models for sale in the U.S. One year later, the number jumped to 33.</p><p>Table 4 - Source: Cox Automotive</p><p><img src=\"https://static.tigerbbs.com/426fa2458fb9e40d222a5fc1f897b9c9\" tg-width=\"640\" tg-height=\"566\" referrerpolicy=\"no-referrer\"/></p><p>Cox Automotive</p><p>However, as new EV models continue to enter the market, Tesla&#39;s share of the EV segment is dropping. Last quarter, it fell to 66.1%, down from 74.6% in Q1 2022, as shown in Table 5. Tesla shipments by model are also shown. Importantly, Tesla is losing market share to traditional automobile companies with EV entrants, rather than the EV startups discussed above.</p><p><img src=\"https://static.tigerbbs.com/0918cc0a62c48586076b6fbceda928a7\" tg-width=\"640\" tg-height=\"399\" referrerpolicy=\"no-referrer\"/></p><p>Cox Automotive</p><p><b>Investor Takeaway</b></p><p>I discussed in my July 27, 2022, Seeking Alpha article entitled &#34;MOKE + EV Technology Group: The Cost And Value Of &#39;Brand Equity&#39; In The EV Automotive Value Chain&#34; that Brand Equity would be critical to growth of a startup. The advantages of Brand Equity, which gives a product competitive edge in the marketplace include:</p><ul><li>Developing a greater market share</li><li>Charging a price premium</li><li>Ease of Recognition</li><li>Differentiation from the competition</li></ul><p>Brand equity can be defined as the additional value that a recognizable brand name adds to a product offering, and is created as customers becoming increasingly and more personally aware of a brand and build a connection with it.</p><p>None of the EV startups detailed in Tables 1-3 are on the radar in sales in the U.S., Europe, and China. Indeed, the only competition for Tesla in the U.S. and Europe are established automobile companies with EV offerings. China is different with little competition coming from traditional non-Chinese automobile manufacturers with EV offerings, yet Tesla is still within the Top 10 of sales through June 2022.</p><p>In Chart 7, I show share price for the five EV companies (including TSLA) listed in Table 1, and show EPS for the past one-year period. Indeed, only Tesla has a positive EPS.</p><p><img src=\"https://static.tigerbbs.com/a3a40f40a1f17002fa2eb540525072ea\" tg-width=\"634\" tg-height=\"568\" referrerpolicy=\"no-referrer\"/></p><p>YCharts</p><p>Chart 7</p><p>The point of this article is to expand on my thesis in my previous article the importance of Brand Equity. Tesla has achieved Brand Equity, as I showed in that article. But without it, EV startups are struggling. The competition to Tesla outside China is coming from established automobile makers with EV offerings, not these startups.</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>Tesla: No Competitor Yet From EV Startups</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\">\nTesla: No Competitor Yet From EV Startups\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-06 11:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4530333-tesla-no-competitor-from-ev-startups?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A12><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAs the EV race heats up, EV startups that went public in the past year have average one-year returns of -56%, showing the need for \"brand equity.\"EV startups are in trouble as sales have been ...</p>\n\n<a href=\"https://seekingalpha.com/article/4530333-tesla-no-competitor-from-ev-startups?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A12\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4530333-tesla-no-competitor-from-ev-startups?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A12","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169492962","content_text":"SummaryAs the EV race heats up, EV startups that went public in the past year have average one-year returns of -56%, showing the need for \"brand equity.\"EV startups are in trouble as sales have been minimal, venture money has dried up, and share prices have plummeted.Tesla is facing little competition from these EVs startups in the U.S. and Europe.Tesla's greatest challenge will come from traditional automotive companies with EV products.In an increasingly competitive business as incumbent automakers introduce their own EVs, startups are in trouble as sales have been minimal, venture money has dried up, and share prices have plummeted.I discussed in detail the lengths some of these startups have gone through to go public and get operating capital by forming Special Purpose Acquisition Companies (SPAC), which are shell companies that have no operations but go public with the intention of merging with or acquiring a company using the proceeds of the SPAC's IPO. I noted in my July 27, 2022, Seeking Alpha article entitled \"MOKE + EV Technology Group: The Cost And Value Of 'Brand Equity' In The EV Automotive Value Chain:\"\"SPACs contributed half of the $29 billion raised publicly by EV manufacturers, suppliers and charging firms in 2021. EV startups Nikola (NKLA), Lordstown Motors (RIDE), Canoo (GOEV), Faraday Future Intelligent Electric (FFIE), Fisker (FSR), and Lucid Group (LCID) all went public through SPAC deals over the last two years.\"SPACs go public at $10 per share, a price point that serves as a simple benchmark for how those stocks have been received. Of these SPAC companies, only the share price of Lucid Group is above its IPO price at $18.25, as shown in Chart 1.YChartsChart 1Is There a Doctor in the House?In Tables 1-3, I break down the current crop of EV startups by level of funding from all sources and compare each to Tesla (NASDAQ:TSLA). Table 1 shows the first five ranked companies. I don't include Rivian Automotive (RIVN), which would top the list by accumulating $10.7 billion in funding. Rivian's shares are down 65.95% since the IPO in 11/21, and the company continues to struggle. Layoffs at Rivian started in late July 2022 as the company races to cut costs amid a challenging economic climate and pressure to increase production. It delivered 1,227 vehicles in the first quarter and reported 4,467 deliveries in Q2. Rivian is targeting production of 25,000 vehicles this year, half of its initial production guidance for 2022.Table 1 shows significant variations in financial metrics among the five companies. TSLA shows positive TTM revenue, Net Income, and Gross Profit. All the startups reported TTM Revenue, but only Li Auto (LI) reported a positive Net Income and Gross Profit.Lucid Group was the top fund raiser on this list. Lucid delivered 360 EVs, helping to account for $57.7 million in revenue in Q1 2022, but revised its 2022 production volume outlook to a range of 6K to 7K vehicles following the release of itsQ2 results. Guidance earlier in the year was for production volume of 12K to 14K vehicles.China's NIO (NIO) delivered 25,059 electric cars in Q2, which is slightly above the guidance of 23,000-25,000. So far this year, NIO globally sold 50,827 electric cars. But NIO reported a loss from operations was RMB2,445.1 million (US$383.7 million) in the fourth quarter of 2021, representing an increase of 162.5% from the fourth quarter of 2020 and an increase of 146.5% from the third quarter of 2021.Seeking AlphaChart 2 shows a similar story based on one-year share price percent change for the companies listed in Table 1. TSLA is the only company showing positive growth at 29.72% as of the close on July 29, 2022. LI share price was -1.65%. NIO share price is down 55.84% showing investors the COVID situation in China remains fluid and EV shares in general remain under a cloud amid rising interest rates and fears of a global recession.YChartsChart 2Table 2 shows TSLA compared with startups ranked #5-8 based on level of funding. Only Fisker reported TTM revenues of just $96,000. Wall Street was initially attracted to its asset-light business model based on contract manufacturing. However, declining investor appetite for pre-revenue companies has taken the focus away from companies like Fisker.That will change as the Fisker Ocean is set to start production in November 2022 and sold exclusively through the Fisker app. According to the company, reservations for the Ocean electric SUV surpassed 50,000, a significant rise from the 40,000 preorders announced in early April. The Ocean with the base Sport trim priced at $37,499 before incentives.Seeking AlphaChart 3 shows one-year share price percent change for the companies listed in Table 2. Again, TSLA is the only company showing positive growth at 29.72% as of the close on July 29, 2022. FSR share price is down 40.57%. The stock is trading below its IPO price.YChartsChart 3Table 3 shows the remaining EV startups, but funding has not been disclosed. Of the four startups, only Ayro (AYRO) showed positive TTM revenue of just $2.92M but net income was -$32.01M. Ayro has a different business model than the other companies included in this article as it designs and manufactures electric vehicles for closed campus mobility, urban and community transport, local on-demand and last mile delivery, and government use. The company provides four-wheeled purpose-built electric vehicles for universities, business and medical campuses, last mile delivery services, and food service providers.Seeking AlphaChart 4 shows one-year share price percent change for the companies listed in Table 3. Again, TSLA is the only company showing positive growth at 29.72% as of the close on July 29, 2022. All others have exhibited large negative double-digit share performance.YChartsChart 4Tesla's PerformanceTesla reported a mixed Q2 earnings report on in its Q2 earnings call on July 20, 2022. Adjusted earnings per share came in at $2.27 vs. $1.81 expected. Revenue missed at $16.93 billion vs. $17.1 billion expected. Chart 5 shows quarterly performance through Q2 2022.YChartsChart 5In Q2 2022, TSLA achieved record production rates across the company, producing more than 258,000 vehicles and delivered 254,695 vehicles. That was below consensus estimates of 266,795 vehicles, and down from 310,048 in 1Q 2022, as the company faced a continuation of manufacturing challenges related to shutdowns, global supply chain disruptions, labor shortages and logistics and other complications, which limited its ability to consistently run our factories at full capacity.While the Shanghai factory was shut down fully and then partially for the majority of Q2, TSLA ended the quarter with a record monthly production level. Recent equipment upgrades will enable the company to continue to increase its production rate further.The Fremont Factory made a record number of vehicles in Q2. I see opportunities for further production rate improvements. The next generation of 4680 battery cell machinery has been installed in Texas and is in the process of commissioning. Factory output in Texas continues to grow.Gigafactory Berlin-Brandenburg reached an important milestone of over 1,000 cars produced in a single week while achieving positive gross margin during the quarter. Tesla expect the production rate to continue improving through the rest of the year.Table 4 shows U.S. EV shipments for Q2 2021 and Q2 2022 by model. In Q2, Tesla was the top-selling luxury brand in the U.S., outpacing all the established names: Audi, BMW, Cadillac, Lexus, Mercedes-Benz, as seen in Table 4.EV sales as a percentage of total automobile sales. In Q2, EV sales accounted for 5.6% of the total market, an increase from 5.3% in Q1. EV share in Q2 2021 was 2.7%. In Q2 2021, there were 19 EV models for sale in the U.S. One year later, the number jumped to 33.Table 4 - Source: Cox AutomotiveCox AutomotiveHowever, as new EV models continue to enter the market, Tesla's share of the EV segment is dropping. Last quarter, it fell to 66.1%, down from 74.6% in Q1 2022, as shown in Table 5. Tesla shipments by model are also shown. Importantly, Tesla is losing market share to traditional automobile companies with EV entrants, rather than the EV startups discussed above.Cox AutomotiveInvestor TakeawayI discussed in my July 27, 2022, Seeking Alpha article entitled \"MOKE + EV Technology Group: The Cost And Value Of 'Brand Equity' In The EV Automotive Value Chain\" that Brand Equity would be critical to growth of a startup. The advantages of Brand Equity, which gives a product competitive edge in the marketplace include:Developing a greater market shareCharging a price premiumEase of RecognitionDifferentiation from the competitionBrand equity can be defined as the additional value that a recognizable brand name adds to a product offering, and is created as customers becoming increasingly and more personally aware of a brand and build a connection with it.None of the EV startups detailed in Tables 1-3 are on the radar in sales in the U.S., Europe, and China. Indeed, the only competition for Tesla in the U.S. and Europe are established automobile companies with EV offerings. China is different with little competition coming from traditional non-Chinese automobile manufacturers with EV offerings, yet Tesla is still within the Top 10 of sales through June 2022.In Chart 7, I show share price for the five EV companies (including TSLA) listed in Table 1, and show EPS for the past one-year period. Indeed, only Tesla has a positive EPS.YChartsChart 7The point of this article is to expand on my thesis in my previous article the importance of Brand Equity. Tesla has achieved Brand Equity, as I showed in that article. But without it, EV startups are struggling. The competition to Tesla outside China is coming from established automobile makers with EV offerings, not these startups.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":641,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943886200,"gmtCreate":1679352830901,"gmtModify":1679352834349,"author":{"id":"3578378737544841","authorId":"3578378737544841","name":"BennyTay","avatar":"https://community-static.tradeup.com/news/b2811d2536960cbba454a3f5f37fe4c5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578378737544841","authorIdStr":"3578378737544841"},"themes":[],"htmlText":"🙏","listText":"🙏","text":"🙏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943886200","repostId":"1115876695","repostType":2,"repost":{"id":"1115876695","kind":"news","pubTimestamp":1679325834,"share":"https://ttm.financial/m/news/1115876695?lang=en_US&edition=fundamental","pubTime":"2023-03-20 23:23","market":"us","language":"en","title":"Bank Stocks Rebound, Yet $1 Trillion Loss Shows Fragile Market","url":"https://stock-news.laohu8.com/highlight/detail?id=1115876695","media":"Bloomberg","summary":"Intesa Sanpaolo, BBVA lead gains in Europe, UBS reboundsUS banks also rally, though First Republic p","content":"<div>\n<p>Intesa Sanpaolo, BBVA lead gains in Europe, UBS reboundsUS banks also rally, though First Republic plunges againBank stocks avoided another tumble Monday after the historic takeover of Credit Suisse ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-03-20/european-banks-set-to-fall-after-ubs-agrees-to-buy-credit-suisse?srnd=markets-vp\">Source Link</a>\n\n</div>\n","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Bank Stocks Rebound, Yet $1 Trillion Loss Shows Fragile Market</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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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\">\nBank Stocks Rebound, Yet $1 Trillion Loss Shows Fragile Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-20 23:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-03-20/european-banks-set-to-fall-after-ubs-agrees-to-buy-credit-suisse?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Intesa Sanpaolo, BBVA lead gains in Europe, UBS reboundsUS banks also rally, though First Republic plunges againBank stocks avoided another tumble Monday after the historic takeover of Credit Suisse ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-03-20/european-banks-set-to-fall-after-ubs-agrees-to-buy-credit-suisse?srnd=markets-vp\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"UBS":"瑞银","C":"花旗","MS":"摩根士丹利","JPM":"摩根大通","GS":"高盛"},"source_url":"https://www.bloomberg.com/news/articles/2023-03-20/european-banks-set-to-fall-after-ubs-agrees-to-buy-credit-suisse?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115876695","content_text":"Intesa Sanpaolo, BBVA lead gains in Europe, UBS reboundsUS banks also rally, though First Republic plunges againBank stocks avoided another tumble Monday after the historic takeover of Credit Suisse Group AG, yet investor sentiment remains fragile following a $1 trillion plunge this month in global financial shares.Shares prices initially slumped because the acquisition by UBS Group AG will wipe out holders of Credit Suisse’s riskiest bonds, potentially sending the $275 billion market for bank funding into a tailspin. Investors, though, took some comfort from the decisive steps by Swiss authorities over the weekend to end Credit Suisse’s years-long descent into turmoil, as well as efforts by US regulators to stabilize banks there.The Stoxx Europe 600 Banks Index rose1.6% at3:16 p.m. in Paris, erasing a loss of 6%. Intesa Sanpaolo SpA and BBVA contributed the most to the advance, while an index of banks in the S&P 500 climbed2.2%. The so-called additional tier 1 bonds issued by several European banks fell by more than 10 percentage points. A fund that invests in the securities, Invesco AT1 Capital Bond UCITS ETF, sank 5.6% in London.“There were many investors out there looking to offload positions first thing,” said Michael Field, European equity market strategist at Morningstar. “Investors prefer to overreact first and find a bottom, then slowly adjust if the news isn’t as bad as first thought.”Of the 44 stocks in the Stoxx 600 bank index, 37 rose and 7 fell, reversing the trend from early in the session. HSBC Holdings Plc, which tumbled 6.2% in Hong Kong, was down only0.02% in London. The index has lost 166 billion euros ($178 billion) in market value this month, while a broader MSCI Inc. gauge of world financial stocks has tumbled by $1 trillion through Friday. UBS, which fell as much as 16%, rebounded to a2.1% advance.Wall Street lenders also rebounded from losses in the premarket trading. JPMorgan Chase & Co. gained1.6% and regional banks Fifth Third Bancorp and US Bancorp climbed7.6% and6.4%, respectively. First Republic Bank, though, which got a $30 billion rescue last week, plunged another15% after losing a third of its value on Friday.Banks were the best performers in European stocks from late September through the end of February, as rising interest rates in a still-growing economy bolstered the profitability of lending. Sentiment started turning sour on March 9 as Silicon Valley Bank collapsed, followed by the meltdown in shares of Credit Suisse last week.The Stoxx 600 banks index has slumped 16% since it closed at a five-year high on Feb. 28. The index is headed for its biggest monthly drop since March 2020.Meanwhile, the European Central Bank, Federal Reserve and four other central banks announced coordinated action Sunday to boost liquidity in US dollar swap arrangements, the latest effort by policymakers to ease growing strains in the global financial system.The wipeout of the AT1 bonds raised concern that banks will need to find new sources of capital if there’s a loss of confidence in those securities, while lenders’ existing holdings of such debt issued by peers also may see a significant loss of value. More broadly, the takeover of the 166-year-old Swiss lender initially added to investor jitters following the failures of Silicon Valley Bank and Signature Bank in the US this month.The turmoil is now raising fears of a widespread fallout in the economy. Stress in the banking system is likely to curb the availability of credit, squeezing growth out of the economy, Michael Wilson, Morgan Stanley’s chief US equty strategist, said in a report.“The UBS acquisition of CS in our view eliminates immediate sector tail risks, but it also raises questions,” Jefferies Financial Group Inc. analysts including Flora Bocahut wrote in a note. Credit Suisse’s AT1 bonds written off to zero could spook holders of these types of securities at other banks, they wrote.","news_type":1,"symbols_score_info":{"MS":0.9,"JPM":0.9,"FRC":0.9,"CS":0.9,"UBS":0.9,"GS":0.9,"C":0.9}},"isVote":1,"tweetType":1,"viewCount":2092,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9969377447,"gmtCreate":1668381430290,"gmtModify":1676538045929,"author":{"id":"3578378737544841","authorId":"3578378737544841","name":"BennyTay","avatar":"https://community-static.tradeup.com/news/b2811d2536960cbba454a3f5f37fe4c5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578378737544841","authorIdStr":"3578378737544841"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9969377447","repostId":"2283448945","repostType":2,"repost":{"id":"2283448945","kind":"highlight","pubTimestamp":1668380499,"share":"https://ttm.financial/m/news/2283448945?lang=en_US&edition=fundamental","pubTime":"2022-11-14 07:01","market":"us","language":"en","title":"Stock Market Rally Meets Retail Sales and Earnings: What to Know This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=2283448945","media":"Yahoo Finance","summary":"U.S. stocks are coming off of their best week since June, and Wall Street's ability to extend the wi","content":"<html><head></head><body><p>U.S. stocks are coming off of their best week since June, and Wall Street&#39;s ability to extend the winning streak in days ahead likely hinges on news out of the retail sector.</p><p>Lighter inflation data rekindled investor hopes that a monetary policy shift is near, and key earnings results from retailers and the government’s October report on the sector could put that optimism to the test.</p><p>Walmart (WMT), Target (TGT), and the Home Depot (HD) top a lengthy docket of companies scheduled to unveil third-quarter financials this week.</p><p>The Commerce Department will also publish its monthly retail sales report for October on Wednesday, with economists surveyed by Bloomberg estimating a headline increase of 1.0% after spending was flat during the prior month.</p><p>Bets that Federal Reserve policymakers will pull back on the pace and scale of interest rate hikes after October’s Consumer Price Index (CPI) showed easing inflation last month helped propel the major averages towards sizable gains. The S&amp;P 500 rose 5.9% for the week, its best five-day performance since the week ending June 24, while the Dow Jones Industrial Average advanced 4.2%. The Nasdaq Composite had its best week since March, bouncing 8.1%.</p><p>The moves came after the latest CPI reading placed the annual pace of inflation at 7.7% in October and 0.4% over the month, while “core” CPI – which takes out the volatile food and energy categories – slowed to 6.3% year-over-year and 0.3% over October. The figures were better than Wall Street’s calls for a 7.9% year-over-year rise and 0.5% monthly gain and down meaningfully from September’s numbers.</p><p>While the softer data was met with “an equity market ovation,” as Principal Asset Management Chief Global Strategist Seema Shah put it, strategists — and some members of the Federal Reserve themselves — have asserted that excitement is premature given that other economic data will be revealed before the Fed’s next policy-setting meeting in December.</p><p>“Chair Jay Powell has repeatedly emphasized that the Fed does not put too much weight on a single month’s data,” Andy Sparks, MSCI head of portfolio management research, wrote in a note. “His comments following last week’s Federal Open Market Committee meeting likely still reflect current Fed thinking — that a strong labor market continues to support stubbornly high inflation and that the risk of doing too little still outweighs the risk of doing too much.”</p><p>A strong reading on retail sales could derail the market’s push higher: Bloomberg’s consensus economist estimate of a 1.0% jump in the main measure of the monthly report, if realized on Wednesday, would reflect spending remains strong and consumers remain resilient. Investors could interpret that strength as a signal to Fed officials that they have more room for hikes.</p><p>According to Bank of America, two factors account for the anticipated jump in October’s print: another round of Amazon Prime Day and related promotions in addition to July’s event, along with the deployment of one-off stimulus payments in California, which accounts for about one-seventh of the national economy. A pickup in gas spending due to higher prices on gasoline also contributed to the expected increase.</p><p>On the earnings front, Walmart will kick off a big week of retail reports when the retailer reports before the open on Tuesday. Analysts expect that the megastore got a boost from back-to-school shopping, along with more value spending among U.S. consumers weighed down by rising prices. At the same time, results are expected to show pressure from inflation, rising interest rates, and bloated inventories that have plagued many retailers.</p><p>Last quarter, Walmart CEO Doug McMillon said increasing levels of food and fuel inflation were pressuring consumer spending and apparel required more markdown dollars.</p><p>Other consumer names on the earnings deck this week are the Home Depot (HD), Target (TGT), TJX Companies (TJX), BJ&#39;s Wholesale (BJ), Gap (GPS), Kohl&#39;s (KSS), Macy&#39;s (M), and Ross Stores (ROST), among others.</p><p>The market has rewarded positive earnings surprises more than the five-year average, while punishing misses more too, as Wall Street prices in more downside risk as recession fears grow.</p><p>As of Friday, 91% of companies in the S&amp;P 500 have reported third quarter earnings, with 69% reporting actual earnings per share above the mean estimate — below the five-year average of 77% that beat, per FactSet Research. Companies whose results came in better-than-feared saw an average increase in their stock price 2.4% two days before the earnings release through two days after the earnings release, meaningfully higher than the five-year average price increase of 0.9% for companies reporting earnings beats during the same window.</p><p><img src=\"https://community-static.tradeup.com/news/f75c75d7452d215bcfc59a3cf96fc0a2\" tg-width=\"1376\" tg-height=\"792\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>The market is rewarding positive EPS surprises in Q3 more than average for S&amp;P 500 companies. (Source: FactSet Research)</p><p>FactSet Research</p><p>Elsewhere in economic data, the Producer Price Index (PPI), a reading on inflation from the production side of the economy, is due out Tuesday. PPI, which measures the change in prices paid to U.S. producers of goods and services, is expected to have cooled last month. The week will also be jam-packed with housing data, including readings on housing starts, building permits, and existing home sales.</p><p>—</p><h2>Economic Calendar</h2><p><b>Monday: </b><i>No notable economic data scheduled for release.</i></p><p><b>Tuesday</b>: <b><i>Empire Manufacturing</i></b>, November (-5.5 expected, -9.1 during prior month); <b><i>PPI Final Demand</i></b>, month-over-month, October (0.5% expected, 0.4% during prior month); <b><i>PPI Excluding Food and Energy</i></b>, month-over-month, October (0.4% expected, 0.3% during prior month); <b><i>PPI Excluding Food, Energy, and Trade</i></b>, month-over-month, October (0.2% expected, 0.4% during prior month); <b><i>PPI Final Demand</i></b>, year-over-year, October (8.4% expected, 8.5% during prior month); <b><i>PPI Excluding Food and Energy</i></b>, year-over-year, October (7.2% expected, 7.2% during prior month); <b><i>PPI Excluding Food, Energy, and Trade</i></b>, year-over-year, October (5.5% expected, 5.6% during prior month); <b><i>Bloomberg Nov. United States Economic Survey</i></b></p><p><b>Wednesday: </b><b><i>MBA Mortgage Applications</i></b>, week ended Nov. 11 (-0.1% during prior week); <b><i>Retail Sales Advance</i></b>, month-over-month, October (1.0% expected, 0.0% during prior month); <b><i>Retail Sales Excluding Autos</i></b>, month-over-month, October (0.5% expected, 0.1% during prior month); <b><i>Retail Sales Excluding Autos and Gas</i></b>, month-over-month, October (0.3% expected, 0.3% during prior month); <b><i>Retail Sales Control Group</i></b>, October (0.3% expected, 0.4% during prior month); <b><i>Import Price Index</i></b>, month-over-month, October (-0.5% expected, -1.2% during prior month); <b><i>Import Price Index Excluding Petroleum</i></b>, month-over-month, October (-0.8% expected, -0.5% during prior month); <b><i>Import Price Index</i></b>, year-over-year, October (4.0% expected, 6.0% during prior month); <b><i>Export Price Index</i></b>, month-over-month, October (-0.2% expected, -0.8% during prior month); <b><i>Export Price Index</i></b>, year-over-year, October (9.5% during prior month); <b><i>Industrial Production</i></b>, month-over-month, October (0.1% expected, 0.4% during prior month); <b><i>Capacity Utilization</i></b>, October (80.4% expected, 80.3% during prior month); <b><i>Manufacturing (SIC) Production</i></b>, October (0.2% expected, 0.4% during prior month); <b><i>Business Inventories</i></b>, September (0.5% expected, 0.8% during prior month); NAHB Housing Market Index, November (36 expected, 38 during prior month); <b><i>Net Long-Term TIC Flows</i></b>, September ($197.9 billion), <b><i>Total Net TIC Flows</i></b>, September ($275.6 billion)</p><p><b>Thursday:</b> <b><i>Housing Starts</i></b>, October (1.412 million expected, 1.439 during prior month); <b><i>Building Permits</i></b>, October (1.515 million expected, 1.564 million during prior month, upwardly revised to 1.696 million); <b><i>Housing Starts</i></b>, month-over-month, October (-1.9% expected, -8.1% during prior month); <b><i>Building Permits</i></b>, month-over-month, October (-3.1% expected, -1.4% during prior month); <b><i>Philadelphia Fed Business Outlook Index</i></b>, November (-6.0 expected, -8.7 during prior month); <b><i>Initial Jobless Claims</i></b>, week ended Nov. 12 (221,000 expected, 225,000 during prior week); <b><i>Continuing Claims</i></b>, week ended Nov. 5 (1.493 during prior week); <b><i>Kansas City Fed Manufacturing Activity</i></b>, November (-7 expected, -7 during prior month)</p><p><b>Friday:</b><b><i> Existing Home Sales</i></b>, October (4.37 million expected, 4.71 million during prior month); <b><i>Existing Home Sales</i></b>, month-over-month, October (-7.3% expected, -1.5% during prior month); <b><i>Leading Index</i></b>, October (-0.4% expected, -0.4% in during prior month)</p><p>—</p><h2><b>Earnings Calendar</b></h2><h2></h2><p><b>Monday:</b> J&amp;J Snack Foods (JJSF), Oatly Group (OTLY), <a href=\"https://laohu8.com/S/TWR.AU\">Tower</a> Semiconductor (TSEM), Weber (WEBR)</p><p><b>Tuesday: </b>Home Depot (HD), Walmart (WMT), Advance Auto Parts (AAP), Energizer (ENR), Krispy Kreme (DNUT), Tencent Music (TME)</p><p><b>Wednesday:</b> Cisco Systems (CSCO), Bath &amp; Body Works (BBWI), Helmerich &amp; Payne (HP), Lowe&#39;s (LOW), Manchester United (MANU), Nvidia (NVDA), Sonos (SONO), Target (TGT), TJX Companies (TJX), Victoria&#39;s Secret (VSCO), Williams-Sonoma (WSM)</p><p><b>Thursday:</b> Alibaba Group (BABA), BJ&#39;s Wholesale (BJ), Dole (DOLE), Farfetch (FTCH), Gap (GPS), Kohl&#39;s (KSS), Macy&#39;s (M), <a href=\"https://laohu8.com/S/PANW\">Palo Alto Networks</a> (PANW), Ross Stores (ROST), The Children&#39;s Place (PLCE)</p><p><b>Friday:</b> Foot Locker (FL), JD.com (JD)</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>Stock Market Rally Meets Retail Sales and Earnings: What to Know This Week</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\">\nStock Market Rally Meets Retail Sales and Earnings: What to Know This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-14 07:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/stock-market-retail-what-to-know-this-week-163022612.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>U.S. stocks are coming off of their best week since June, and Wall Street's ability to extend the winning streak in days ahead likely hinges on news out of the retail sector.Lighter inflation data ...</p>\n\n<a href=\"https://finance.yahoo.com/news/stock-market-retail-what-to-know-this-week-163022612.html\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WMT":"沃尔玛",".SPX":"S&P 500 Index",".DJI":"道琼斯","XLY":"消费品指数ETF-SPDR可选消费品",".IXIC":"NASDAQ Composite"},"source_url":"https://finance.yahoo.com/news/stock-market-retail-what-to-know-this-week-163022612.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2283448945","content_text":"U.S. stocks are coming off of their best week since June, and Wall Street's ability to extend the winning streak in days ahead likely hinges on news out of the retail sector.Lighter inflation data rekindled investor hopes that a monetary policy shift is near, and key earnings results from retailers and the government’s October report on the sector could put that optimism to the test.Walmart (WMT), Target (TGT), and the Home Depot (HD) top a lengthy docket of companies scheduled to unveil third-quarter financials this week.The Commerce Department will also publish its monthly retail sales report for October on Wednesday, with economists surveyed by Bloomberg estimating a headline increase of 1.0% after spending was flat during the prior month.Bets that Federal Reserve policymakers will pull back on the pace and scale of interest rate hikes after October’s Consumer Price Index (CPI) showed easing inflation last month helped propel the major averages towards sizable gains. The S&P 500 rose 5.9% for the week, its best five-day performance since the week ending June 24, while the Dow Jones Industrial Average advanced 4.2%. The Nasdaq Composite had its best week since March, bouncing 8.1%.The moves came after the latest CPI reading placed the annual pace of inflation at 7.7% in October and 0.4% over the month, while “core” CPI – which takes out the volatile food and energy categories – slowed to 6.3% year-over-year and 0.3% over October. The figures were better than Wall Street’s calls for a 7.9% year-over-year rise and 0.5% monthly gain and down meaningfully from September’s numbers.While the softer data was met with “an equity market ovation,” as Principal Asset Management Chief Global Strategist Seema Shah put it, strategists — and some members of the Federal Reserve themselves — have asserted that excitement is premature given that other economic data will be revealed before the Fed’s next policy-setting meeting in December.“Chair Jay Powell has repeatedly emphasized that the Fed does not put too much weight on a single month’s data,” Andy Sparks, MSCI head of portfolio management research, wrote in a note. “His comments following last week’s Federal Open Market Committee meeting likely still reflect current Fed thinking — that a strong labor market continues to support stubbornly high inflation and that the risk of doing too little still outweighs the risk of doing too much.”A strong reading on retail sales could derail the market’s push higher: Bloomberg’s consensus economist estimate of a 1.0% jump in the main measure of the monthly report, if realized on Wednesday, would reflect spending remains strong and consumers remain resilient. Investors could interpret that strength as a signal to Fed officials that they have more room for hikes.According to Bank of America, two factors account for the anticipated jump in October’s print: another round of Amazon Prime Day and related promotions in addition to July’s event, along with the deployment of one-off stimulus payments in California, which accounts for about one-seventh of the national economy. A pickup in gas spending due to higher prices on gasoline also contributed to the expected increase.On the earnings front, Walmart will kick off a big week of retail reports when the retailer reports before the open on Tuesday. Analysts expect that the megastore got a boost from back-to-school shopping, along with more value spending among U.S. consumers weighed down by rising prices. At the same time, results are expected to show pressure from inflation, rising interest rates, and bloated inventories that have plagued many retailers.Last quarter, Walmart CEO Doug McMillon said increasing levels of food and fuel inflation were pressuring consumer spending and apparel required more markdown dollars.Other consumer names on the earnings deck this week are the Home Depot (HD), Target (TGT), TJX Companies (TJX), BJ's Wholesale (BJ), Gap (GPS), Kohl's (KSS), Macy's (M), and Ross Stores (ROST), among others.The market has rewarded positive earnings surprises more than the five-year average, while punishing misses more too, as Wall Street prices in more downside risk as recession fears grow.As of Friday, 91% of companies in the S&P 500 have reported third quarter earnings, with 69% reporting actual earnings per share above the mean estimate — below the five-year average of 77% that beat, per FactSet Research. Companies whose results came in better-than-feared saw an average increase in their stock price 2.4% two days before the earnings release through two days after the earnings release, meaningfully higher than the five-year average price increase of 0.9% for companies reporting earnings beats during the same window.The market is rewarding positive EPS surprises in Q3 more than average for S&P 500 companies. (Source: FactSet Research)FactSet ResearchElsewhere in economic data, the Producer Price Index (PPI), a reading on inflation from the production side of the economy, is due out Tuesday. PPI, which measures the change in prices paid to U.S. producers of goods and services, is expected to have cooled last month. The week will also be jam-packed with housing data, including readings on housing starts, building permits, and existing home sales.—Economic CalendarMonday: No notable economic data scheduled for release.Tuesday: Empire Manufacturing, November (-5.5 expected, -9.1 during prior month); PPI Final Demand, month-over-month, October (0.5% expected, 0.4% during prior month); PPI Excluding Food and Energy, month-over-month, October (0.4% expected, 0.3% during prior month); PPI Excluding Food, Energy, and Trade, month-over-month, October (0.2% expected, 0.4% during prior month); PPI Final Demand, year-over-year, October (8.4% expected, 8.5% during prior month); PPI Excluding Food and Energy, year-over-year, October (7.2% expected, 7.2% during prior month); PPI Excluding Food, Energy, and Trade, year-over-year, October (5.5% expected, 5.6% during prior month); Bloomberg Nov. United States Economic SurveyWednesday: MBA Mortgage Applications, week ended Nov. 11 (-0.1% during prior week); Retail Sales Advance, month-over-month, October (1.0% expected, 0.0% during prior month); Retail Sales Excluding Autos, month-over-month, October (0.5% expected, 0.1% during prior month); Retail Sales Excluding Autos and Gas, month-over-month, October (0.3% expected, 0.3% during prior month); Retail Sales Control Group, October (0.3% expected, 0.4% during prior month); Import Price Index, month-over-month, October (-0.5% expected, -1.2% during prior month); Import Price Index Excluding Petroleum, month-over-month, October (-0.8% expected, -0.5% during prior month); Import Price Index, year-over-year, October (4.0% expected, 6.0% during prior month); Export Price Index, month-over-month, October (-0.2% expected, -0.8% during prior month); Export Price Index, year-over-year, October (9.5% during prior month); Industrial Production, month-over-month, October (0.1% expected, 0.4% during prior month); Capacity Utilization, October (80.4% expected, 80.3% during prior month); Manufacturing (SIC) Production, October (0.2% expected, 0.4% during prior month); Business Inventories, September (0.5% expected, 0.8% during prior month); NAHB Housing Market Index, November (36 expected, 38 during prior month); Net Long-Term TIC Flows, September ($197.9 billion), Total Net TIC Flows, September ($275.6 billion)Thursday: Housing Starts, October (1.412 million expected, 1.439 during prior month); Building Permits, October (1.515 million expected, 1.564 million during prior month, upwardly revised to 1.696 million); Housing Starts, month-over-month, October (-1.9% expected, -8.1% during prior month); Building Permits, month-over-month, October (-3.1% expected, -1.4% during prior month); Philadelphia Fed Business Outlook Index, November (-6.0 expected, -8.7 during prior month); Initial Jobless Claims, week ended Nov. 12 (221,000 expected, 225,000 during prior week); Continuing Claims, week ended Nov. 5 (1.493 during prior week); Kansas City Fed Manufacturing Activity, November (-7 expected, -7 during prior month)Friday: Existing Home Sales, October (4.37 million expected, 4.71 million during prior month); Existing Home Sales, month-over-month, October (-7.3% expected, -1.5% during prior month); Leading Index, October (-0.4% expected, -0.4% in during prior month)—Earnings CalendarMonday: J&J Snack Foods (JJSF), Oatly Group (OTLY), Tower Semiconductor (TSEM), Weber (WEBR)Tuesday: Home Depot (HD), Walmart (WMT), Advance Auto Parts (AAP), Energizer (ENR), Krispy Kreme (DNUT), Tencent Music (TME)Wednesday: Cisco Systems (CSCO), Bath & Body Works (BBWI), Helmerich & Payne (HP), Lowe's (LOW), Manchester United (MANU), Nvidia (NVDA), Sonos (SONO), Target (TGT), TJX Companies (TJX), Victoria's Secret (VSCO), Williams-Sonoma (WSM)Thursday: Alibaba Group (BABA), BJ's Wholesale (BJ), Dole (DOLE), Farfetch (FTCH), Gap (GPS), Kohl's (KSS), Macy's (M), Palo Alto Networks (PANW), Ross Stores (ROST), The Children's Place (PLCE)Friday: Foot Locker (FL), JD.com (JD)","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9,"XLY":0.9,"WMT":0.6}},"isVote":1,"tweetType":1,"viewCount":1255,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}