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CF2607

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2022-08-20

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Mega-Cap Growth Stocks Fell in Morning Trading

2022-07-06

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2022-07-06

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Why Palantir Stock Triumphed on Tuesday

2022-06-12

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Alibaba: Fear Of Missing Out? Do Not Miss The Boat Again

2023-01-08

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2022-09-12

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Apple’s Latest Products and Services Are About Loyalty—to Apple

2022-09-06

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6 Reasons to Buy Apple Stock Now and Never Sell

2022-04-13

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2022-04-09

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This $600 Million Fund Just Bought Palantir (PLTR) Stock. Here’s Why.

2022-11-26

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Wall Street Sees Nearly 50% Upside Ahead","url":"https://stock-news.laohu8.com/highlight/detail?id=1160797562","media":"TheStreet","summary":"After Q2 earnings, Wall Street analysts remain super-bullish on NIO for the next few months, forecasting the stock to return to the mid-2021 levels.","content":"<html><head></head><body><ul><li>NIO stock has a strong buy consensus among Wall Street analysts.</li></ul><ul><li>In the last five days, amid two bullish ratings, NIO stock has soared nearly 30%.</li></ul><ul><li>Deutsche Bank&#39;s analysts have named NIO its top Chinese EV pick.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/81d787a2b50f2c525a145369edfc189d\" tg-width=\"1240\" tg-height=\"827\" width=\"100%\" height=\"auto\"/><span>Figure 1: Is It Time for NIO&#39;s Stock to Shine? Wall Street Sees Nearly 50% Upside Ahead</span></p><p><b>The Wall Street Consensus on NIO</b></p><p>There is not a single Wall Street analyst who is bearish on <b>NIO</b> (<b>NIO</b>) stock. Among the nine analysts who have covered the stock over the past three months, all but one have a buy recommendation:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/af2115bdd8de069a9c9feedb36a9bc6e\" tg-width=\"517\" tg-height=\"395\" width=\"100%\" height=\"auto\"/><span>Figure 2: NIO&#39;s consensus analyst rating.</span></p><p>With a median target price of $31.84, this implies an upside potential of about 47% in NIO shares, considering the last share price of $21.5 per share.</p><p><b>NIO Is Deutsche Bank&#39;s Top Pick</b></p><p>A few days ago, Deutsche Bank analyst Edison Yu named NIO his top pick among Chinese electric vehicle (EV) makers. According to Yu, sales of NIO&#39;s older models continue to be healthy. And NIO&#39;s premium ET5 sedan is also selling well, based on early feedback.</p><p>In a note to his clients, Yu also said that the time has finally come for NIO stock to &#34;shine bright.&#34;</p><p>With that, the Deutsche Bank analyst revealed his bullish price target on NIO of $39 per share — which implies an upside potential of over 80% from the current price of $21.40 per share.</p><p>Thanks to this new price target, plus another bullish rating from Bank of America analyst Ming-Hsun Lee, NIO shares soared 12% during the September 12 trading session.</p><p><b>Focusing on NIO&#39;s Strong Volume Growth From Q4 Through 2023</b></p><p>Analyst Bo Pei of US Tiger Securities recently lowered his price target from $35 to $32 after NIO&#39;s second-quarter (Q2) results, although he kept his buy recommendation on the stock.</p><p>Pei noted that NIO&#39;s Q2 results were largely in line with expectations. But its guidance for the third quarter was below the consensus due to external factors that should ease in the fourth quarter, when he expects volume to rebound.</p><p>With Q2 deliveries being pre-announced, investors are focused on Q2 margins and the second-half outlook. The analyst pointed out that the drop in vehicle margins of 16.7% was due to increased battery costs.</p><p>In addition, the Tiger Securities analyst pointed out that NIO is still hoping to deliver 100,000 vehicles in the second half, implying that at least 67,000 will be delivered — which is already double the Q3 guidance.</p><p>Even though it&#39;s an ambitious goal, the new ET5 and ES7 models should drivegrowth volume and make this goal achievable. Finally, the analyst also wrote that he thinks that, in Q3, vehicle margins should also increase due to the improved mix shift, along with price hikes.</p><p><b>Our Take</b></p><p>Based on the macroeconomic backdrop and the latest Consumer Price Index (CPIDas ) data, it&#39;s likely higher interest rates will persist.</p><p>Thus, growth stocks like NIO should continue to be impacted in the near term, because their future earnings are less attractive than bonds, which pay more competitive yields in periods like the present.</p><p>This year alone, NIO&#39;s shares have already lost about 34% of their value. This is also due to the influence of delisting risks amid the regulatory conflicts between the U.S. and China.</p><p>In any case, the path for NIO should continue to be bumpy. But Wall Street thinks the future still looks bright for this stock. Analysts expect NIO&#39;s sales growth to be 78% next year, versus an industry consensus of 34% for the broader EV market.</p><p>In addition, its innovative fast-charging swapping battery technology puts NIO one step ahead of its European and U.S. competitors. NIO&#39;s entry into the European market — including the launch of a manufacturing facility in Europe — are also further indications of exponential growth in the long term.</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>Is It Time for NIO's Stock to Shine? Wall Street Sees Nearly 50% Upside Ahead</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\">\nIs It Time for NIO's Stock to Shine? Wall Street Sees Nearly 50% Upside Ahead\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-17 08:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/memestocks/reddit-trends/is-it-time-for-nios-stock-to-shine-wall-street-sees-nearly-50-upside-ahead><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NIO stock has a strong buy consensus among Wall Street analysts.In the last five days, amid two bullish ratings, NIO stock has soared nearly 30%.Deutsche Bank's analysts have named NIO its top Chinese...</p>\n\n<a href=\"https://www.thestreet.com/memestocks/reddit-trends/is-it-time-for-nios-stock-to-shine-wall-street-sees-nearly-50-upside-ahead\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09866":"蔚来-SW","NIO":"蔚来","NIO.SI":"蔚来"},"source_url":"https://www.thestreet.com/memestocks/reddit-trends/is-it-time-for-nios-stock-to-shine-wall-street-sees-nearly-50-upside-ahead","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160797562","content_text":"NIO stock has a strong buy consensus among Wall Street analysts.In the last five days, amid two bullish ratings, NIO stock has soared nearly 30%.Deutsche Bank's analysts have named NIO its top Chinese EV pick.Figure 1: Is It Time for NIO's Stock to Shine? Wall Street Sees Nearly 50% Upside AheadThe Wall Street Consensus on NIOThere is not a single Wall Street analyst who is bearish on NIO (NIO) stock. Among the nine analysts who have covered the stock over the past three months, all but one have a buy recommendation:Figure 2: NIO's consensus analyst rating.With a median target price of $31.84, this implies an upside potential of about 47% in NIO shares, considering the last share price of $21.5 per share.NIO Is Deutsche Bank's Top PickA few days ago, Deutsche Bank analyst Edison Yu named NIO his top pick among Chinese electric vehicle (EV) makers. According to Yu, sales of NIO's older models continue to be healthy. And NIO's premium ET5 sedan is also selling well, based on early feedback.In a note to his clients, Yu also said that the time has finally come for NIO stock to \"shine bright.\"With that, the Deutsche Bank analyst revealed his bullish price target on NIO of $39 per share — which implies an upside potential of over 80% from the current price of $21.40 per share.Thanks to this new price target, plus another bullish rating from Bank of America analyst Ming-Hsun Lee, NIO shares soared 12% during the September 12 trading session.Focusing on NIO's Strong Volume Growth From Q4 Through 2023Analyst Bo Pei of US Tiger Securities recently lowered his price target from $35 to $32 after NIO's second-quarter (Q2) results, although he kept his buy recommendation on the stock.Pei noted that NIO's Q2 results were largely in line with expectations. But its guidance for the third quarter was below the consensus due to external factors that should ease in the fourth quarter, when he expects volume to rebound.With Q2 deliveries being pre-announced, investors are focused on Q2 margins and the second-half outlook. The analyst pointed out that the drop in vehicle margins of 16.7% was due to increased battery costs.In addition, the Tiger Securities analyst pointed out that NIO is still hoping to deliver 100,000 vehicles in the second half, implying that at least 67,000 will be delivered — which is already double the Q3 guidance.Even though it's an ambitious goal, the new ET5 and ES7 models should drivegrowth volume and make this goal achievable. Finally, the analyst also wrote that he thinks that, in Q3, vehicle margins should also increase due to the improved mix shift, along with price hikes.Our TakeBased on the macroeconomic backdrop and the latest Consumer Price Index (CPIDas ) data, it's likely higher interest rates will persist.Thus, growth stocks like NIO should continue to be impacted in the near term, because their future earnings are less attractive than bonds, which pay more competitive yields in periods like the present.This year alone, NIO's shares have already lost about 34% of their value. This is also due to the influence of delisting risks amid the regulatory conflicts between the U.S. and China.In any case, the path for NIO should continue to be bumpy. But Wall Street thinks the future still looks bright for this stock. Analysts expect NIO's sales growth to be 78% next year, versus an industry consensus of 34% for the broader EV market.In addition, its innovative fast-charging swapping battery technology puts NIO one step ahead of its European and U.S. competitors. NIO's entry into the European market — including the launch of a manufacturing facility in Europe — are also further indications of exponential growth in the long term.","news_type":1,"symbols_score_info":{"NIO.SI":0.9,"NIO":0.9,"09866":0.9}},"isVote":1,"tweetType":1,"viewCount":3423,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9932296584,"gmtCreate":1662943503448,"gmtModify":1676537167515,"author":{"id":"3579245419278799","authorId":"3579245419278799","name":"CF2607","avatar":"https://static.itradeup.com/news/0c0208c3358e920993128b1b9f6f7b90","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579245419278799","idStr":"3579245419278799"},"themes":[],"htmlText":"🥰","listText":"🥰","text":"🥰","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9932296584","repostId":"1113574183","repostType":4,"isVote":1,"tweetType":1,"viewCount":3199,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9931158212,"gmtCreate":1662424920436,"gmtModify":1676537056216,"author":{"id":"3579245419278799","authorId":"3579245419278799","name":"CF2607","avatar":"https://static.itradeup.com/news/0c0208c3358e920993128b1b9f6f7b90","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579245419278799","idStr":"3579245419278799"},"themes":[],"htmlText":"👍🏻","listText":"👍🏻","text":"👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9931158212","repostId":"2265703480","repostType":4,"repost":{"id":"2265703480","kind":"highlight","pubTimestamp":1662390641,"share":"https://ttm.financial/m/news/2265703480?lang=en_US&edition=fundamental","pubTime":"2022-09-05 23:10","market":"us","language":"en","title":"6 Reasons to Buy Apple Stock Now and Never Sell","url":"https://stock-news.laohu8.com/highlight/detail?id=2265703480","media":"Motley Fool","summary":"There's a reason the iPhone maker is the market-cap king.","content":"<div>\n<p>Even as the bear market lingers, investors might be surprised to learn that Apple still holds the title of most valuable publicly traded company, with its market cap recently clocking in at $2.55 ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/09/05/6-reasons-to-buy-apple-stock-now-and-never-sell/\">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>6 Reasons to Buy Apple Stock Now and Never Sell</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\">\n6 Reasons to Buy Apple Stock Now and Never Sell\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-05 23:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/09/05/6-reasons-to-buy-apple-stock-now-and-never-sell/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Even as the bear market lingers, investors might be surprised to learn that Apple still holds the title of most valuable publicly traded company, with its market cap recently clocking in at $2.55 ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/09/05/6-reasons-to-buy-apple-stock-now-and-never-sell/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.fool.com/investing/2022/09/05/6-reasons-to-buy-apple-stock-now-and-never-sell/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2265703480","content_text":"Even as the bear market lingers, investors might be surprised to learn that Apple still holds the title of most valuable publicly traded company, with its market cap recently clocking in at $2.55 trillion. Perhaps even more impressive is the fact that even in the midst of the ongoing meltdown in technology stocks, the iPhone maker has outperformed the broader indexes and many of its peers.From their peaks several months ago, the S&P 500 and the Nasdaq Composite indexes have declined 17% and 26%, respectively, while Apple stock has shed just 13%.That performance notwithstanding, there are plenty of reasons for investors to buy Apple stock and hold forever.1. It's Warren Buffett's largest holdingGiven his extraordinary track record, investors could do far worse than following in the footsteps of legendary money manager Warren Buffett. Since taking the helm of Berkshire Hathaway in 1965, the \"Oracle of Omaha\" has delivered mind-boggling returns, generating a compound annual growth rate of more than 20%. In fact, by the end of 2021, the company's overall returns clocked in at a staggering 3,641,613%.Lest there be any doubt, Apple is far and away Berkshire's largest holding. Buffett ended the second quarter with nearly 895 million shares of Apple stock, worth roughly $122 billion as of June, 30, accounting for about 41% of Berkshire's portfolio. That's quite a vote of confidence from one of the world's most successful investors.2. One billion iPhones strong -- and growingThere's no question that the release of the iconic iPhone in 2007 ushered in the modern smartphone and forever changed the way we communicate. The device's sleek design and integrated computing power took the world by storm. Now, as we await the release of the upcoming iPhone 14, Apple dominates the market, with more than 1 billion active iPhones in the wild.Rumors are swirling that the next-generation device -- which is due to be unveiled next week -- could sport some major upgrades and four new models. Wedbush analyst Dan Ives estimates that roughly 24% of iPhone owners worldwide haven't upgraded their device over the past 3.5 years. Even in the midst of the prevailing macroeconomic headwinds, this could mark the beginning of the next big product cycle for the iPhone.3. Apple is the new blackWhile the iPhone gets all the press, Apple's wearables, home products, and accessories segment -- which includes such products as Apple Watch, AirPods, AirTags, and Beats headphones -- continue to steadily attract converts. Earlier this year, noted tech analyst Horace Dediu announced that \"Apple Wearables is now [the size of] a Fortune 100 business.\" In fact, the segment has generated more revenue so far in fiscal 2022 than either the Mac or the iPad.Supply constraints and foreign exchange headwinds have weighed on the segment, which grew just 6% year over year through the first three quarters of fiscal 2022. That said, the resulting pent-up demand will eventually give way to a surge in sales. Furthermore, the company is expected to release the latest versions of its Apple Watch next week. These could include a Pro model, which could serve to supercharge sales of the popular device.4. Services: Apple's second-biggest breadwinnerLong before anyone else, CEO Tim Cook saw the potential for Apple's services segment, announcing plans in early 2017 to double its revenue over the coming four years. Fast forward to mid-2022, and services has come into its own.The segment, which includes Apple Music, the App Store, Apple Pay, and Apple TV+ (among others), just set a June quarter record,  generating 19% of Apple's total revenue. Services also saw revenue records in each major category, including all-time records for Music, Cloud Services, Apple Care, and Payment Services.Apple TV+ began as something of an industry joke, with just eight programs and a documentary. But nobody's laughing now. Apple has netted more than 250 awards and over 1,100 nominations for its programming, including 52 Emmy Award nominations in 2022.5. Dividends: The gift that keeps on givingApple began paying a dividend again in 2012 and has amassed quite an impressive track record. The quarterly payout began at a split-adjusted $0.095 and has soared 143% in just ten years.This includes Apple's announcement earlier this year, which boosted the quarterly payout to $0.23 per share, an increase of 5% for 2022. That likely won't be the last increase as Apple is using less than 15% of its profits to fund the payout, giving the company plenty of opportunity for future increases.6. Fewer shares = a bigger slice of the Apple pieAnother highlight of Apple's shareholder-friendly policies is the company's strong share-repurchase plan. Apple began buying back shares in earnest in early 2013 and has never taken its foot off the gas. As a result, with each passing quarter, Apple shareholders own a larger share of the company. In fact, over the past 10 years, Apple's share count has declined by nearly 39%.Data by YCharts.As an example, the company retired roughly 1% of its shares in its fiscal third quarter and has no plans of slowing down. Earlier this year, Apple announced that it added another $90 billion to its existing share-repurchase program.","news_type":1,"symbols_score_info":{"AAPL":1}},"isVote":1,"tweetType":1,"viewCount":3461,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9933181504,"gmtCreate":1662252442908,"gmtModify":1676537023429,"author":{"id":"3579245419278799","authorId":"3579245419278799","name":"CF2607","avatar":"https://static.itradeup.com/news/0c0208c3358e920993128b1b9f6f7b90","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579245419278799","idStr":"3579245419278799"},"themes":[],"htmlText":"👌&nbsp;","listText":"👌&nbsp;","text":"👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9933181504","repostId":"2264288763","repostType":4,"repost":{"id":"2264288763","kind":"highlight","pubTimestamp":1662252212,"share":"https://ttm.financial/m/news/2264288763?lang=en_US&edition=fundamental","pubTime":"2022-09-04 08:43","market":"us","language":"en","title":"Post Stock Split, Is Now the Time to Buy Amazon?","url":"https://stock-news.laohu8.com/highlight/detail?id=2264288763","media":"Motley Fool","summary":"It might be time to consider adding the e-commerce and cloud giant to your shopping cart.","content":"<div>\n<p>E-commerce giant Amazon completed a 20-for-1 stock split in June, its first split since 1999. Stock splits don't change a stock's fundamental valuation, but a lower share price can make it easier for ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/09/03/post-stock-split-is-now-the-time-to-buy-amazon/\">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>Post Stock Split, Is Now the Time to Buy Amazon?</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\">\nPost Stock Split, Is Now the Time to Buy Amazon?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-04 08:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/09/03/post-stock-split-is-now-the-time-to-buy-amazon/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>E-commerce giant Amazon completed a 20-for-1 stock split in June, its first split since 1999. Stock splits don't change a stock's fundamental valuation, but a lower share price can make it easier for ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/09/03/post-stock-split-is-now-the-time-to-buy-amazon/\">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"},"source_url":"https://www.fool.com/investing/2022/09/03/post-stock-split-is-now-the-time-to-buy-amazon/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2264288763","content_text":"E-commerce giant Amazon completed a 20-for-1 stock split in June, its first split since 1999. Stock splits don't change a stock's fundamental valuation, but a lower share price can make it easier for retail investors to build a position in a company.Splits often get a lot of investor attention, sometimes leading to buying frenzies for a stock. Now that a couple of months have passed since this split, it's an opportune time to revisit Amazon as a potential investment. Here are three things you should know before making a decision about whether to add it to your portfolio.1. The stock is attractively valuedMost investors know that 2022 has been a tough year for the stock market, and Amazon hasn't escaped that fact. Its shares are down roughly 28% since the beginning of the year, but the decline has let some steam out of its valuation. The company's price-to-sales ratio (P/S) ballooned to more than five at the height of the pandemic.  At its current P/S multiple of 2.7, its valuation is near its lowest level since early 2016.AMZN PS Ratio data by YChartsBut context matters. When a stock's valuation rises or falls significantly, investors need to understand whether something has changed in the company to explain why.In Amazon's case, revenue growth has slowed this year, primarily because it's being compared to 2021, which was a tough act to follow. For example, Amazon's Q2 revenue growth in 2021 was 27%. Fast-forward to Q2 2022 when its year over year top-line growth slowed to just 7%. This could help explain why the stock declined. But Amazon's growth could pick back up again as it will be going up against these more modest 2022 growth figures next year -- and so the bar may be easier to clear.2. Inflation is a real challengeHigh inflation has been a major economic storyline this year, and it has had a significant impact on Amazon, which operates an extremely price-competitive business that spends a lot on wages and logistics. Consider how Amazon's operating margins started to plunge as inflation accelerated.AMZN Operating Margin (TTM) data by YChartsFalling profit margins aren't good, but remember that inflation is hitting the entire economy, including all of Amazon's competitors. Most of them don't have anything close to Amazon's size and breadth of operations, which likely means they are struggling too.The current high inflation conditions will likely abate eventually. Meanwhile, Amazon has a massive balance sheet with $60 billion in cash, which should allow it to endure the pain of inflation better than most. Investors should maintain a long-term mindset here as it doesn't seem that inflation will impact Amazon's competitive position over the long term.3. Profitable business segments are growingE-commerce is notoriously tough to make money in, but it's a great way to get a foot in the door with consumers. The Amazon Prime membership program is a great tool to bring users into Amazon's ecosystem, where its other businesses are flourishing. Amazon Web Services, its public cloud platform, has done $72 billion in revenue over the past four quarters; it was also responsible for all of the company's operating income in Q2. That segment grew 33% in Q2, which could eventually further move the profitability needle.Additionally, Amazon is wading further into advertising and is investing heavily in Prime Video, including securing broadcasting rights to the NFL's Thursday Night Football games in 2022. Amazon's ad revenue hit nearly $34 billion over the past four quarters. That business could significantly contribute to the company's performance down the road. Investors will want to keep an eye on the non-retail pieces of Amazon; they could play significant roles in how the company performs over the coming years.Is Amazon a buy?Amazon faces some short-term challenges due to issues outside of its control, and Wall Street hasn't been in the mood to give it a pass. But it seems like these headwinds will eventually dissipate. Meanwhile, Amazon remains the runaway market share leader for U.S. e-commerce at 38%, and its secondary businesses like AWS and advertising continue to grow.Amazon is one of the world's largest companies, and its stock is probably too big to take you from rags to riches. However, the company remains as dominant as ever, and it doesn't seem like a reach to expect that investors buying its shares today will be pleased with their returns years from now.","news_type":1,"symbols_score_info":{"AMZN":1}},"isVote":1,"tweetType":1,"viewCount":3148,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9998341839,"gmtCreate":1660951848425,"gmtModify":1676536427315,"author":{"id":"3579245419278799","authorId":"3579245419278799","name":"CF2607","avatar":"https://static.itradeup.com/news/0c0208c3358e920993128b1b9f6f7b90","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579245419278799","idStr":"3579245419278799"},"themes":[],"htmlText":"📉📉","listText":"📉📉","text":"📉📉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9998341839","repostId":"1122346772","repostType":4,"repost":{"id":"1122346772","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1660921772,"share":"https://ttm.financial/m/news/1122346772?lang=en_US&edition=fundamental","pubTime":"2022-08-19 23:09","market":"us","language":"en","title":"Mega-Cap Growth Stocks Fell in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1122346772","media":"Tiger Newspress","summary":"Mega-cap growth stocks fell in morning trading.Apple, Tesla, Microsoft, Amazon, Netflix, Alphabet an","content":"<html><head></head><body><p>Mega-cap growth stocks fell in morning trading.</p><p>Apple, Tesla, Microsoft, Amazon, Netflix, Alphabet and Nvidia slid between 1% and 4%.<img src=\"https://static.tigerbbs.com/6de776d6cc684abefc1caa15907fd5e5\" tg-width=\"452\" tg-height=\"366\" width=\"100%\" height=\"auto\"/></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>Mega-Cap Growth Stocks Fell in Morning Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMega-Cap Growth Stocks Fell in Morning Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-08-19 23:09</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Mega-cap growth stocks fell in morning trading.</p><p>Apple, Tesla, Microsoft, Amazon, Netflix, Alphabet and Nvidia slid between 1% and 4%.<img src=\"https://static.tigerbbs.com/6de776d6cc684abefc1caa15907fd5e5\" tg-width=\"452\" tg-height=\"366\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","NVDA":"英伟达","GOOG":"谷歌"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122346772","content_text":"Mega-cap growth stocks fell in morning trading.Apple, Tesla, Microsoft, Amazon, Netflix, Alphabet and Nvidia slid between 1% and 4%.","news_type":1,"symbols_score_info":{"NVDA":0.9,"GOOG":0.9,"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":3830,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9991407424,"gmtCreate":1660868379370,"gmtModify":1676536413608,"author":{"id":"3579245419278799","authorId":"3579245419278799","name":"CF2607","avatar":"https://static.itradeup.com/news/0c0208c3358e920993128b1b9f6f7b90","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579245419278799","idStr":"3579245419278799"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9991407424","repostId":"2260662533","repostType":4,"repost":{"id":"2260662533","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":1660866458,"share":"https://ttm.financial/m/news/2260662533?lang=en_US&edition=fundamental","pubTime":"2022-08-19 07:47","market":"us","language":"en","title":"Starbucks Chief Oper Officer John Culver to Leave in Reshuffle","url":"https://stock-news.laohu8.com/highlight/detail?id=2260662533","media":"Dow Jones","summary":"Starbucks Corp. said Thursday that John Culver will leave the company in October as it eliminates th","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/SBUX\">Starbucks Corp.</a> said Thursday that John Culver will leave the company in October as it eliminates the chief operating officer role and global supply chain Executive Vice President George Dowdie will depart next year.</p><p>The departures at the Seattle-based coffee giant come after founder Howard Schultz returned to the chief executive role for the third time in April.</p><p>Mr. Culver, who will depart from his role as group president, North America and COO, will leave on Oct. 1, the effective date of the reorganization, according to a securities filing. Mr. Dowdie is leaving to focus on board and scientific advisory work sometime after 2022, according to a letter distributed to employees in the filing.</p><p>As part of the reshuffle, Chief Strategy Officer Frank Britt&#39;s role is expanding to executive vice president, chief strategy and transformation officer. Mr. Britt joined Starbucks in April. He had been CEO of Penn Foster, an employment platform focused on workforce development and education.</p><p>Nine executives that had been reporting to Mr. Culver will soon be split up with more than half reporting to Mr. Britt and the rest to Mr. Schultz, who leads day-to-day business operations.</p><p>Mr. Culver will receive $3.75 million in severance as part of his separation agreement, as well as certain stock units, stock option awards and an amount equivalent to the cost of 18 months of ongoing COBRA coverage.</p><p>&#34;Given the moment we find ourselves in with our Reinvention underway, this is the right decision as we chart the course and the future path for Starbucks,&#34; said Mr. Culver wrote.</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>Starbucks Chief Oper Officer John Culver to Leave in Reshuffle</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\">\nStarbucks Chief Oper Officer John Culver to Leave in Reshuffle\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\">2022-08-19 07:47</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/SBUX\">Starbucks Corp.</a> said Thursday that John Culver will leave the company in October as it eliminates the chief operating officer role and global supply chain Executive Vice President George Dowdie will depart next year.</p><p>The departures at the Seattle-based coffee giant come after founder Howard Schultz returned to the chief executive role for the third time in April.</p><p>Mr. Culver, who will depart from his role as group president, North America and COO, will leave on Oct. 1, the effective date of the reorganization, according to a securities filing. Mr. Dowdie is leaving to focus on board and scientific advisory work sometime after 2022, according to a letter distributed to employees in the filing.</p><p>As part of the reshuffle, Chief Strategy Officer Frank Britt&#39;s role is expanding to executive vice president, chief strategy and transformation officer. Mr. Britt joined Starbucks in April. He had been CEO of Penn Foster, an employment platform focused on workforce development and education.</p><p>Nine executives that had been reporting to Mr. Culver will soon be split up with more than half reporting to Mr. Britt and the rest to Mr. Schultz, who leads day-to-day business operations.</p><p>Mr. Culver will receive $3.75 million in severance as part of his separation agreement, as well as certain stock units, stock option awards and an amount equivalent to the cost of 18 months of ongoing COBRA coverage.</p><p>&#34;Given the moment we find ourselves in with our Reinvention underway, this is the right decision as we chart the course and the future path for Starbucks,&#34; said Mr. Culver wrote.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SBUX":"星巴克"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2260662533","content_text":"Starbucks Corp. said Thursday that John Culver will leave the company in October as it eliminates the chief operating officer role and global supply chain Executive Vice President George Dowdie will depart next year.The departures at the Seattle-based coffee giant come after founder Howard Schultz returned to the chief executive role for the third time in April.Mr. Culver, who will depart from his role as group president, North America and COO, will leave on Oct. 1, the effective date of the reorganization, according to a securities filing. Mr. Dowdie is leaving to focus on board and scientific advisory work sometime after 2022, according to a letter distributed to employees in the filing.As part of the reshuffle, Chief Strategy Officer Frank Britt's role is expanding to executive vice president, chief strategy and transformation officer. Mr. Britt joined Starbucks in April. He had been CEO of Penn Foster, an employment platform focused on workforce development and education.Nine executives that had been reporting to Mr. Culver will soon be split up with more than half reporting to Mr. Britt and the rest to Mr. Schultz, who leads day-to-day business operations.Mr. Culver will receive $3.75 million in severance as part of his separation agreement, as well as certain stock units, stock option awards and an amount equivalent to the cost of 18 months of ongoing COBRA coverage.\"Given the moment we find ourselves in with our Reinvention underway, this is the right decision as we chart the course and the future path for Starbucks,\" said Mr. Culver wrote.","news_type":1,"symbols_score_info":{"SBUX":1}},"isVote":1,"tweetType":1,"viewCount":2838,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9074047373,"gmtCreate":1658278199492,"gmtModify":1676536133058,"author":{"id":"3579245419278799","authorId":"3579245419278799","name":"CF2607","avatar":"https://static.itradeup.com/news/0c0208c3358e920993128b1b9f6f7b90","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579245419278799","idStr":"3579245419278799"},"themes":[],"htmlText":"Yeah","listText":"Yeah","text":"Yeah","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9074047373","repostId":"2252242458","repostType":4,"isVote":1,"tweetType":1,"viewCount":2931,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9070224966,"gmtCreate":1657068469255,"gmtModify":1676535943262,"author":{"id":"3579245419278799","authorId":"3579245419278799","name":"CF2607","avatar":"https://static.itradeup.com/news/0c0208c3358e920993128b1b9f6f7b90","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579245419278799","idStr":"3579245419278799"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9070224966","repostId":"2249958936","repostType":4,"isVote":1,"tweetType":1,"viewCount":1631,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9070225074,"gmtCreate":1657068394098,"gmtModify":1676535943223,"author":{"id":"3579245419278799","authorId":"3579245419278799","name":"CF2607","avatar":"https://static.itradeup.com/news/0c0208c3358e920993128b1b9f6f7b90","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579245419278799","idStr":"3579245419278799"},"themes":[],"htmlText":"Liked","listText":"Liked","text":"Liked","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9070225074","repostId":"2249532188","repostType":4,"repost":{"id":"2249532188","kind":"highlight","pubTimestamp":1657064532,"share":"https://ttm.financial/m/news/2249532188?lang=en_US&edition=fundamental","pubTime":"2022-07-06 07:42","market":"us","language":"en","title":"Why Palantir Stock Triumphed on Tuesday","url":"https://stock-news.laohu8.com/highlight/detail?id=2249532188","media":"Motley Fool","summary":"A new analyst note says that recent controversies can really benefit the company.","content":"<div>\n<p>What happenedThere is opportunity in distress, at least as far as Palantir Technologies is concerned. On Tuesday, a Bank of America Securities analyst pointed out that the next-generation data ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/07/05/why-palantir-stock-triumphed-on-tuesday/\">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>Why Palantir Stock Triumphed on Tuesday</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Palantir Stock Triumphed on Tuesday\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-06 07:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/07/05/why-palantir-stock-triumphed-on-tuesday/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>What happenedThere is opportunity in distress, at least as far as Palantir Technologies is concerned. On Tuesday, a Bank of America Securities analyst pointed out that the next-generation data ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/07/05/why-palantir-stock-triumphed-on-tuesday/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://www.fool.com/investing/2022/07/05/why-palantir-stock-triumphed-on-tuesday/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2249532188","content_text":"What happenedThere is opportunity in distress, at least as far as Palantir Technologies is concerned. On Tuesday, a Bank of America Securities analyst pointed out that the next-generation data analytics company stands to benefit mightily from increasing worries about user-privacy rights from an emerging technology.This argument very much landed with investors, who promptly bid the company stock up by nearly 9% on the day.So whatIn a new research note, BofA prognosticator Mariana Pérez Mora wrote about the growing controversy over how websites and other entities use facial recognition technology (FRT) data. As with other types of data, many are concerned with potential bad actors misusing their digital likenesses for nefarious ends. That concern is only going to grow as FRT becomes more accessible and, therefore, commonplace.\"We see the government's focus on managing FRT data usage as one area of opportunity for Palantir,\" Pérez Mora wrote in her latest Palantir analysis. \"The company's Foundry software enables granular access controls, oversight of data usage, and secure cross-agency collaboration.\"The analyst is cheered by Palantir's public commitment to safeguarding the privacy rights of users. She pointed out that the company expressly pledged to do so in writing in its 2021 10-K annual report filing with the Securities and Exchange Commission.Now whatIn making this argument, Pérez Mora is reiterating her rather bullish stance on Palantir Technologies. She's maintaining her unambiguous buy recommendation on the specialty tech company, and her $13 per share price target. Even after Tuesday's pop, the latter still implies nearly 30% upside from the stock's current level.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":1494,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9057668124,"gmtCreate":1655511795268,"gmtModify":1676535653117,"author":{"id":"3579245419278799","authorId":"3579245419278799","name":"CF2607","avatar":"https://static.itradeup.com/news/0c0208c3358e920993128b1b9f6f7b90","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579245419278799","idStr":"3579245419278799"},"themes":[],"htmlText":"Gd news","listText":"Gd news","text":"Gd news","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9057668124","repostId":"2244110681","repostType":4,"repost":{"id":"2244110681","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":1655509222,"share":"https://ttm.financial/m/news/2244110681?lang=en_US&edition=fundamental","pubTime":"2022-06-18 07:40","market":"us","language":"en","title":"The Next Bull Market Is Just Months Away and Could Take the S&P 500 to 6000, Says BofA","url":"https://stock-news.laohu8.com/highlight/detail?id=2244110681","media":"Dow Jones","summary":"When it comes to bear markets, investors can take comfort from history which suggests that where there's a beginning, there's always an end.And according to Bank of America, investors have only got a ","content":"<html><head></head><body><p>When it comes to bear markets, investors can take comfort from history which suggests that where there&#39;s a beginning, there&#39;s always an end.</p><p>And according to Bank of America, investors have only got a few months left to endure the bear market that the S&amp;P 500  tumbled into on June 13, at the start of this week. And then will come the bull market.</p><p>As per history, points out chief investment strategist Michael Hartnett, the average peak-to-trough bear market decline is 37.3% and lasts 289 days. That would put the end to the pain on Oct. 19, 2022, which happens to mark the 35th anniversary of Black Monday, the name commonly given to the stock market crash of 1987, and the S&amp;P 500 index will likely bottom at 3,000.</p><p>A popular definition of a bear market defines it as a 20% drop from a recent high. As of Thursday, the index was off 23.55% from its record close of 4796.56 hit Monday, Jan. 3, 2022.</p><p>And an end typically marks a beginning with Bank of America noting the average bull market lasts a much longer 64 months with a 198% return, &#34;so next bull sees the S&amp;P 500 at 6,000 by Feb. 28,&#34; said Hartnett.</p><p>Meanwhile, another week saw the bank&#39;s own bull and bear indicator fall as far as it can go into &#34;contrarian bullish&#34; territory --</p><p><img src=\"https://static.tigerbbs.com/d5b388620db70508a92721690ee4a74e\" tg-width=\"700\" tg-height=\"607\" width=\"100%\" height=\"auto\"/></p><p>That indicator previously fell to 0 in August 2002, July, 2008, Sept. 2011, Sept. 2015, January 2016 and March 2020, said Hartnett. When it has previously hit zero, except in the case of a double-dip recession such as 2002 or systemic events, as in 2008 and 2011, three-month returns have been strong, as this table shows.</p><p><img src=\"https://static.tigerbbs.com/562bea67e5a7522dc96de3ab2c90727c\" tg-width=\"700\" tg-height=\"427\" width=\"100%\" height=\"auto\"/></p><p>&#34;Positioning dire, but profits/policy say nibble at SPX 36K, bite at 33K, gorge at 30K,&#34; added Hartnett. That&#39;s even as they clearly don&#39;t think the selloff is quite over. As per the next chart, a reminder from BofA of how the Federal Reserve tends to &#34;break something,&#34; with tightening cycles:</p><p><img src=\"https://static.tigerbbs.com/542e42e107cf3f74df35c0a66482b401\" tg-width=\"700\" tg-height=\"390\" width=\"100%\" height=\"auto\"/></p><p>More data from the bank showed $16.6 billion flowed into stocks in the most recent week, $18.5 billion from bonds and $50.1 billion from cash. Also, the data showed first week of inflows to emerging market equities in 6 weeks of $1.3 billion, the biggest inflow to US small cap since December 2021 of $6.6 billion, the largest influx to US value in 13 weeks of $5.8 billion and biggest to techs in nine weeks, of $800 million.</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>The Next Bull Market Is Just Months Away and Could Take the S&P 500 to 6000, Says BofA</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 Bull Market Is Just Months Away and Could Take the S&P 500 to 6000, Says BofA\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\">2022-06-18 07:40</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>When it comes to bear markets, investors can take comfort from history which suggests that where there&#39;s a beginning, there&#39;s always an end.</p><p>And according to Bank of America, investors have only got a few months left to endure the bear market that the S&amp;P 500  tumbled into on June 13, at the start of this week. And then will come the bull market.</p><p>As per history, points out chief investment strategist Michael Hartnett, the average peak-to-trough bear market decline is 37.3% and lasts 289 days. That would put the end to the pain on Oct. 19, 2022, which happens to mark the 35th anniversary of Black Monday, the name commonly given to the stock market crash of 1987, and the S&amp;P 500 index will likely bottom at 3,000.</p><p>A popular definition of a bear market defines it as a 20% drop from a recent high. As of Thursday, the index was off 23.55% from its record close of 4796.56 hit Monday, Jan. 3, 2022.</p><p>And an end typically marks a beginning with Bank of America noting the average bull market lasts a much longer 64 months with a 198% return, &#34;so next bull sees the S&amp;P 500 at 6,000 by Feb. 28,&#34; said Hartnett.</p><p>Meanwhile, another week saw the bank&#39;s own bull and bear indicator fall as far as it can go into &#34;contrarian bullish&#34; territory --</p><p><img src=\"https://static.tigerbbs.com/d5b388620db70508a92721690ee4a74e\" tg-width=\"700\" tg-height=\"607\" width=\"100%\" height=\"auto\"/></p><p>That indicator previously fell to 0 in August 2002, July, 2008, Sept. 2011, Sept. 2015, January 2016 and March 2020, said Hartnett. When it has previously hit zero, except in the case of a double-dip recession such as 2002 or systemic events, as in 2008 and 2011, three-month returns have been strong, as this table shows.</p><p><img src=\"https://static.tigerbbs.com/562bea67e5a7522dc96de3ab2c90727c\" tg-width=\"700\" tg-height=\"427\" width=\"100%\" height=\"auto\"/></p><p>&#34;Positioning dire, but profits/policy say nibble at SPX 36K, bite at 33K, gorge at 30K,&#34; added Hartnett. That&#39;s even as they clearly don&#39;t think the selloff is quite over. As per the next chart, a reminder from BofA of how the Federal Reserve tends to &#34;break something,&#34; with tightening cycles:</p><p><img src=\"https://static.tigerbbs.com/542e42e107cf3f74df35c0a66482b401\" tg-width=\"700\" tg-height=\"390\" width=\"100%\" height=\"auto\"/></p><p>More data from the bank showed $16.6 billion flowed into stocks in the most recent week, $18.5 billion from bonds and $50.1 billion from cash. Also, the data showed first week of inflows to emerging market equities in 6 weeks of $1.3 billion, the biggest inflow to US small cap since December 2021 of $6.6 billion, the largest influx to US value in 13 weeks of $5.8 billion and biggest to techs in nine weeks, of $800 million.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF博时","BK4581":"高盛持仓","BK4559":"巴菲特持仓","SDS":"两倍做空标普500 ETF-ProShares","BK4504":"桥水持仓","BK4534":"瑞士信贷持仓","SH":"做空标普500-Proshares","OEX":"标普100","BK4550":"红杉资本持仓","SPXU":"三倍做空标普500ETF-ProShares","SPY":"标普500ETF","OEF":"标普100指数ETF-iShares","IVV":"标普500ETF-iShares","SSO":"2倍做多标普500ETF-ProShares","UPRO":"三倍做多标普500ETF-ProShares"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2244110681","content_text":"When it comes to bear markets, investors can take comfort from history which suggests that where there's a beginning, there's always an end.And according to Bank of America, investors have only got a few months left to endure the bear market that the S&P 500  tumbled into on June 13, at the start of this week. And then will come the bull market.As per history, points out chief investment strategist Michael Hartnett, the average peak-to-trough bear market decline is 37.3% and lasts 289 days. That would put the end to the pain on Oct. 19, 2022, which happens to mark the 35th anniversary of Black Monday, the name commonly given to the stock market crash of 1987, and the S&P 500 index will likely bottom at 3,000.A popular definition of a bear market defines it as a 20% drop from a recent high. As of Thursday, the index was off 23.55% from its record close of 4796.56 hit Monday, Jan. 3, 2022.And an end typically marks a beginning with Bank of America noting the average bull market lasts a much longer 64 months with a 198% return, \"so next bull sees the S&P 500 at 6,000 by Feb. 28,\" said Hartnett.Meanwhile, another week saw the bank's own bull and bear indicator fall as far as it can go into \"contrarian bullish\" territory --That indicator previously fell to 0 in August 2002, July, 2008, Sept. 2011, Sept. 2015, January 2016 and March 2020, said Hartnett. When it has previously hit zero, except in the case of a double-dip recession such as 2002 or systemic events, as in 2008 and 2011, three-month returns have been strong, as this table shows.\"Positioning dire, but profits/policy say nibble at SPX 36K, bite at 33K, gorge at 30K,\" added Hartnett. That's even as they clearly don't think the selloff is quite over. As per the next chart, a reminder from BofA of how the Federal Reserve tends to \"break something,\" with tightening cycles:More data from the bank showed $16.6 billion flowed into stocks in the most recent week, $18.5 billion from bonds and $50.1 billion from cash. Also, the data showed first week of inflows to emerging market equities in 6 weeks of $1.3 billion, the biggest inflow to US small cap since December 2021 of $6.6 billion, the largest influx to US value in 13 weeks of $5.8 billion and biggest to techs in nine weeks, of $800 million.","news_type":1,"symbols_score_info":{"161125":0.6,"513500":0.6,"OEX":0.6,"IVV":0.6,"SDS":0.6,"SSO":0.6,"ESmain":0.6,"SPXU":0.6,"SPY":1,"SH":0.6,"OEF":0.6,"UPRO":0.6}},"isVote":1,"tweetType":1,"viewCount":955,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9055978817,"gmtCreate":1655242297939,"gmtModify":1676535590607,"author":{"id":"3579245419278799","authorId":"3579245419278799","name":"CF2607","avatar":"https://static.itradeup.com/news/0c0208c3358e920993128b1b9f6f7b90","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579245419278799","idStr":"3579245419278799"},"themes":[],"htmlText":"Thank you for sharing","listText":"Thank you for sharing","text":"Thank you for sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9055978817","repostId":"1121400553","repostType":4,"repost":{"id":"1121400553","kind":"news","pubTimestamp":1655217932,"share":"https://ttm.financial/m/news/1121400553?lang=en_US&edition=fundamental","pubTime":"2022-06-14 22:45","market":"us","language":"en","title":"Why Alibaba Will Outperform Amazon","url":"https://stock-news.laohu8.com/highlight/detail?id=1121400553","media":"Seeking Alpha","summary":"SummaryInflation pressures are rising in the US and are squeezing consumer demand.Monetary and fisca","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Inflation pressures are rising in the US and are squeezing consumer demand.</li><li>Monetary and fiscal policy in the West will tighten, while China will likely ease.</li><li>Alibaba went through the worst of the tech-crackdown, and Amazon has more pain to come.</li><li>Growth expectations for Amazon are unreasonable, but expectations for Alibaba are realistic.</li><li>I expect Alibaba to outperform relative to Amazon.</li></ul><p><b>Summary</b></p><p>In this article, I suggest a pair trade of going long Alibaba (NYSE:BABA) and short Amazon (NASDAQ:AMZN). Much of my reasoning stems not from the respective companies&#39; business models but from macroeconomic head- and tailwinds and fiscal and monetary policy differences between China and the USA. The business models of Alibaba and Amazon are relatively comparable and therefore, a good proxy for my macro pair trade idea.</p><p>I suggest this trade for the coming 6-12 months. If readers believe that the similarities between both companies are not sufficient for a pair trade, I suggest expressing the same idea via going long Chinese Internet Equities via the KraneShares CSI China Internet ETF (KWEB) and short American Internet Equities via the Nasdaq (NDX).</p><p><b>The Market has turned</b></p><p>The Fed tightening is the single most important factor in equity markets today. After the Great Financial Crisis in 2008, the continuous provision of easy money from the Fed via Quantitative Easing resulted in US equities surging. Actively managed ETFs and funds underperformed because everybody could be sure that at some point, the Fed will step in to save the day.</p><p>The fundamental reasoning of the Fed policies was that lower interest rates would spur credit demand of businesses and consumers because of cheaper debt costs. However, after the financial crisis, there were fewer investment opportunities for companies worthwhile pursuing. Additionally, many consumers and businesses saw their collateral collapse and thus were unwilling to borrow until their balance sheets were repaired. This process takes time to unwind. Thus, the economy had a shortage of borrowers for 14 years, and the Fed couldn&#39;t address the problem by lowering the debt costs. QE did almost nothing to the real economy. But it propped up the collateral.</p><p>Fundamentally, the last 40 years have been disinflationary. Central Banks around the world expanded the money supply because there was no downside to printing money, as inflation was low and stable. The resulting wealth effects of these policies were massive, and the gap between poor and rich widened.</p><p><img src=\"https://static.tigerbbs.com/41a942d3225895324a1293c6e8fe5852\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Data by YCharts</p><p>The disinflationary environment vanished during the last 1.5 years because of two reasons. Firstly, the interconnection of the expansive fiscal and monetary policy provided a possibility to print money and inject it into the real economy. Secondly, ongoing supply shortages of commodities due to lack of investment during the last decade increased the cost pressures of businesses and consumers, resulting in cost-push inflation. The cost-push inflation now threatens to translate into a price/wage spiral. The Fed was too expansive during the last 14 years without major effects on the real economy. In March 2020, liquidity provision got to absurd levels. No, as the previously printed money arrives in the real economy, the Fed is caught with its pants down. Inflation was always the downside to money printing. But its effects were delayed due to the fundamental shortage of borrowers and absent transmission systems to the real economy.</p><p><b>The Fed wants a reverse Wealth Effect</b></p><p>The Fed cannot control the supply shortages which emerged due to missing investments - especially in the energy sector. So, the Fed will try to crack down on the demand side to retake control of the inflation rate. It can achieve the goal of reducing demand most effectively by Quantitative Tightening, which will have the reverse effect of Quantitative Easing: It will devalue the collateral. The Fed hopes for a reverse wealth effect. It wants stock prices to depreciate and hopes it doesn&#39;t break the credit market or crush the labor market in the medium term.</p><p>Due to significant government debt, I believe the Fed will pivot in the future as the credit market gets distressed and inflation eases due to lower demand. But the turning point is still far away at this point. Long-only doesn&#39;t work anymore. I believe further downside is coming for global equities, especially the ones at the top of the food chain of all globally diversified ETFs - i.e., the companies with the biggest market capitalizations in the world: American Internet Companies. These are the companies that profited most from Quantitative Easing, and they will be the ones hurt most by Quantitative Tightening.</p><p>Going long and short in this environment is key if investors want to retain their purchasing power. Gaining purchasing power will be difficult due to inflation, but pair trades offer lower risk because of reduced directional market exposure.</p><p><b>Amazon and Alibaba as Proxy</b></p><p>Both Amazon and Alibaba operate mainly in the consumer discretionary segment. Admittedly, the net earnings of Amazon consist of huge contributions from the AWS segment, which is a completely different business with much stronger margins. In that regard, there is a substantial difference in the business models. The Cloud computing segment of Alibaba has just turned towards profitability, and Amazon is much further ahead. However, the revenues of both companies largely stem from E-commerce.</p><p>More importantly, 60% of all net sales of Amazon are in North America, and 26% constitute international sales. The remaining 14% consists of the cloud segment. Conversely, 74% of the net sales of Alibaba are in China, while 7% constitute international sales. The remaining 19% are cloud and other sales.</p><p><b>Why short Amazon?</b></p><p>The ongoing Fed tightening cycle is designed to hurt consumer demand in America via the reverse wealth effect. The average consumer in America will spend their income first on consumer staples and then on consumer discretionary items. Because prices of consumer staples items have increased due to cost-push inflation and wages are not responding in a similar manner (yet), the portion left for consumer discretionary spending is reduced. Furthermore, the cost side of Amazon&#39;s business increases due to higher energy and shipping costs. Because consumers are unable to spend the same portion of their income on consumer discretionary items, Amazon does not have much pricing power. Therefore the margins of its main business will most likely compress.</p><p>Currently, Amazon is still one of the biggest companies by market capitalization. The stock profited massively from Quantitative Easing and will be hurt by Quantitative Tightening to a similar degree, as explained above.</p><p>Because of growth forecasts and ETF inflows, the stock is trading at a high valuation. The P/E (FWD) is currently at 114x. EV/EBITDA (FWD) stands at 16x, and the P/FCF (FWD) is at 17x. If the revenue growth of Amazon decreases further, the stocks could be revalued at a much lower multiple. Currently, Amazon is still expected to grow revenues in 2022 by ~$55 billion (or ~12%). Current EPS estimates point towards a rapid recovery in 2022. I don&#39;t believe that is likely to happen.</p><p><b>Why long Alibaba?</b></p><p>The Chinese macroeconomic environment is currently ahead of the American macroeconomic environment. The Chinese economy suffered a big drawdown due to the mandated lockdowns and COVID restrictions. The China Caixin Manufacturing PMIdroppedto a low of 46 in April and started to reverse in May. Both output and new orders in China fell at a softer rate amid further declines in both export orders and employment. It is likely that the Chinese economy is already through the worst of this economic downturn. From now onwards, consumer spending growth is poised to return to positive territory.</p><p>Chinese policymakers still have room for accommodative fiscal and monetary policy as the inflation rates remain low. In May 2022, China cut the borrowing rate of the five-year loan prime rate (LPR) by 15 basis points to 4.45% to stimulate the housing market. The People&#39;s Bank of China kept the rate on its one-year medium-term lending facility (MLF) at 2.85%. The Chinese policymakers seem hesitant to stimulate the economy in an aggressive way because the Fed is tightening financial conditions at the same time. However, the monetary policy remains neutral in China.</p><p>In 2021, Alibaba got hit by the Chinese regulatory tech crackdown. Alibaba had to pay a $2.8 billion fine for anti-monopoly violations. The company lost ~50% of its market cap during that time. Financial media and investment banks deemed Chinese Equities to be &#34;uninvestable&#34;. However, recentlyJPMorganupgraded some Chinese stocks from neutral to overweight in 2022, and many others from underweight to neutral. Other investment banks followed. The Chinese regulators have signaled an easing of the tech crackdown. They have been aware of the VIE loophole for years and have not acted. It is not in China&#39;s interest to destroy offshore Chinese companies by challenging the existing VIEs. The VIE risk is now sufficiently priced in, as analysts had talked about it extensively and continue to do so. The worst for Alibaba seems to be over.</p><p>Because of the selloff, Alibaba trades at significantly lower multiples. The P/E (FWD) is currently at 15x. EV/EBITDA (FWD) stands at 11x, and the P/FCF (FWD) is at 10x. Alibaba is expected to grow revenues in 2022 by only ~$4 billion (or 3%). Current EPS estimates expect stagnant earnings growth for the next four quarters. I believe Alibaba can surprise to the upside.</p><p>The Charts speak for themselves <img src=\"https://static.tigerbbs.com/0d5cf7f1ea0742a9c2111a779c35014b\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Data by YCharts</p><p>The stock prices of Alibaba and Amazon have correlated strongly during the last few years. However, in late 2020 the stock of Alibaba erased all of its gains since its IPO and fell ~70%. I believe the gap will not widen but begin to close during the next 6-12 months.</p><p><b>The Takeaways</b></p><p><img src=\"https://static.tigerbbs.com/2a293d91b08078d7eaba98b982685125\" tg-width=\"618\" tg-height=\"319\" width=\"100%\" height=\"auto\"/><b>Risks to the Pair Trade</b></p><p>The Chinese Crackdown on Internet companies could restart, and complications with Jack Ma and the Chinese Regulators could provide downside to the stock of Alibaba. I believe this risk has a low probability to materialize. If the crackdown continues, why would the Chinese regulators have an interest in signaling easing.</p><p>The Fed could restart Quantitative Easing and therefore positively affect the market prices. I believe this is very unlikely to happen due to the inflationary pressures that the US is facing. I think at some point in the future a pivot is guaranteed. But I don&#39;t expect it in 2022 &amp; early 2023. If the Fed starts to ease the monetary conditions, this pair trade will probably underperform massively.</p><p>The Chinese recovery could take longer than expected, and Alibaba could have worse quarters ahead. I believe this is the greatest risk in this pair trade since Chinese regulators have taken the Zero-COVID strategy very seriously as opposed to most countries in the west. Recently, there have been partial lockdowns in Shanghai again due to fresh breakouts of the virus. However, sometime in the future, China will have to reopen, Amazon is affected by Chinese lockdowns too, and I believe much of the restrictive COVID policies are priced in.</p><p><b>Closing Thoughts</b></p><p>Even with these risks in mind, I believe the downside of Amazon is much larger than the downside of Alibaba. The market expectations for revenue and earnings growth of Amazon in 2022 are not plausible with the current headwinds in mind. I believe Alibaba has a good chance of beating the forecasts, although this pair trade focuses more on the downside potential of both companies than the upside.</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>Why Alibaba Will Outperform Amazon</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Alibaba Will Outperform Amazon\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-14 22:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4518217-alibaba-outperform-amazon><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryInflation pressures are rising in the US and are squeezing consumer demand.Monetary and fiscal policy in the West will tighten, while China will likely ease.Alibaba went through the worst of ...</p>\n\n<a href=\"https://seekingalpha.com/article/4518217-alibaba-outperform-amazon\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","AMZN":"亚马逊","09988":"阿里巴巴-W"},"source_url":"https://seekingalpha.com/article/4518217-alibaba-outperform-amazon","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121400553","content_text":"SummaryInflation pressures are rising in the US and are squeezing consumer demand.Monetary and fiscal policy in the West will tighten, while China will likely ease.Alibaba went through the worst of the tech-crackdown, and Amazon has more pain to come.Growth expectations for Amazon are unreasonable, but expectations for Alibaba are realistic.I expect Alibaba to outperform relative to Amazon.SummaryIn this article, I suggest a pair trade of going long Alibaba (NYSE:BABA) and short Amazon (NASDAQ:AMZN). Much of my reasoning stems not from the respective companies' business models but from macroeconomic head- and tailwinds and fiscal and monetary policy differences between China and the USA. The business models of Alibaba and Amazon are relatively comparable and therefore, a good proxy for my macro pair trade idea.I suggest this trade for the coming 6-12 months. If readers believe that the similarities between both companies are not sufficient for a pair trade, I suggest expressing the same idea via going long Chinese Internet Equities via the KraneShares CSI China Internet ETF (KWEB) and short American Internet Equities via the Nasdaq (NDX).The Market has turnedThe Fed tightening is the single most important factor in equity markets today. After the Great Financial Crisis in 2008, the continuous provision of easy money from the Fed via Quantitative Easing resulted in US equities surging. Actively managed ETFs and funds underperformed because everybody could be sure that at some point, the Fed will step in to save the day.The fundamental reasoning of the Fed policies was that lower interest rates would spur credit demand of businesses and consumers because of cheaper debt costs. However, after the financial crisis, there were fewer investment opportunities for companies worthwhile pursuing. Additionally, many consumers and businesses saw their collateral collapse and thus were unwilling to borrow until their balance sheets were repaired. This process takes time to unwind. Thus, the economy had a shortage of borrowers for 14 years, and the Fed couldn't address the problem by lowering the debt costs. QE did almost nothing to the real economy. But it propped up the collateral.Fundamentally, the last 40 years have been disinflationary. Central Banks around the world expanded the money supply because there was no downside to printing money, as inflation was low and stable. The resulting wealth effects of these policies were massive, and the gap between poor and rich widened.Data by YChartsThe disinflationary environment vanished during the last 1.5 years because of two reasons. Firstly, the interconnection of the expansive fiscal and monetary policy provided a possibility to print money and inject it into the real economy. Secondly, ongoing supply shortages of commodities due to lack of investment during the last decade increased the cost pressures of businesses and consumers, resulting in cost-push inflation. The cost-push inflation now threatens to translate into a price/wage spiral. The Fed was too expansive during the last 14 years without major effects on the real economy. In March 2020, liquidity provision got to absurd levels. No, as the previously printed money arrives in the real economy, the Fed is caught with its pants down. Inflation was always the downside to money printing. But its effects were delayed due to the fundamental shortage of borrowers and absent transmission systems to the real economy.The Fed wants a reverse Wealth EffectThe Fed cannot control the supply shortages which emerged due to missing investments - especially in the energy sector. So, the Fed will try to crack down on the demand side to retake control of the inflation rate. It can achieve the goal of reducing demand most effectively by Quantitative Tightening, which will have the reverse effect of Quantitative Easing: It will devalue the collateral. The Fed hopes for a reverse wealth effect. It wants stock prices to depreciate and hopes it doesn't break the credit market or crush the labor market in the medium term.Due to significant government debt, I believe the Fed will pivot in the future as the credit market gets distressed and inflation eases due to lower demand. But the turning point is still far away at this point. Long-only doesn't work anymore. I believe further downside is coming for global equities, especially the ones at the top of the food chain of all globally diversified ETFs - i.e., the companies with the biggest market capitalizations in the world: American Internet Companies. These are the companies that profited most from Quantitative Easing, and they will be the ones hurt most by Quantitative Tightening.Going long and short in this environment is key if investors want to retain their purchasing power. Gaining purchasing power will be difficult due to inflation, but pair trades offer lower risk because of reduced directional market exposure.Amazon and Alibaba as ProxyBoth Amazon and Alibaba operate mainly in the consumer discretionary segment. Admittedly, the net earnings of Amazon consist of huge contributions from the AWS segment, which is a completely different business with much stronger margins. In that regard, there is a substantial difference in the business models. The Cloud computing segment of Alibaba has just turned towards profitability, and Amazon is much further ahead. However, the revenues of both companies largely stem from E-commerce.More importantly, 60% of all net sales of Amazon are in North America, and 26% constitute international sales. The remaining 14% consists of the cloud segment. Conversely, 74% of the net sales of Alibaba are in China, while 7% constitute international sales. The remaining 19% are cloud and other sales.Why short Amazon?The ongoing Fed tightening cycle is designed to hurt consumer demand in America via the reverse wealth effect. The average consumer in America will spend their income first on consumer staples and then on consumer discretionary items. Because prices of consumer staples items have increased due to cost-push inflation and wages are not responding in a similar manner (yet), the portion left for consumer discretionary spending is reduced. Furthermore, the cost side of Amazon's business increases due to higher energy and shipping costs. Because consumers are unable to spend the same portion of their income on consumer discretionary items, Amazon does not have much pricing power. Therefore the margins of its main business will most likely compress.Currently, Amazon is still one of the biggest companies by market capitalization. The stock profited massively from Quantitative Easing and will be hurt by Quantitative Tightening to a similar degree, as explained above.Because of growth forecasts and ETF inflows, the stock is trading at a high valuation. The P/E (FWD) is currently at 114x. EV/EBITDA (FWD) stands at 16x, and the P/FCF (FWD) is at 17x. If the revenue growth of Amazon decreases further, the stocks could be revalued at a much lower multiple. Currently, Amazon is still expected to grow revenues in 2022 by ~$55 billion (or ~12%). Current EPS estimates point towards a rapid recovery in 2022. I don't believe that is likely to happen.Why long Alibaba?The Chinese macroeconomic environment is currently ahead of the American macroeconomic environment. The Chinese economy suffered a big drawdown due to the mandated lockdowns and COVID restrictions. The China Caixin Manufacturing PMIdroppedto a low of 46 in April and started to reverse in May. Both output and new orders in China fell at a softer rate amid further declines in both export orders and employment. It is likely that the Chinese economy is already through the worst of this economic downturn. From now onwards, consumer spending growth is poised to return to positive territory.Chinese policymakers still have room for accommodative fiscal and monetary policy as the inflation rates remain low. In May 2022, China cut the borrowing rate of the five-year loan prime rate (LPR) by 15 basis points to 4.45% to stimulate the housing market. The People's Bank of China kept the rate on its one-year medium-term lending facility (MLF) at 2.85%. The Chinese policymakers seem hesitant to stimulate the economy in an aggressive way because the Fed is tightening financial conditions at the same time. However, the monetary policy remains neutral in China.In 2021, Alibaba got hit by the Chinese regulatory tech crackdown. Alibaba had to pay a $2.8 billion fine for anti-monopoly violations. The company lost ~50% of its market cap during that time. Financial media and investment banks deemed Chinese Equities to be \"uninvestable\". However, recentlyJPMorganupgraded some Chinese stocks from neutral to overweight in 2022, and many others from underweight to neutral. Other investment banks followed. The Chinese regulators have signaled an easing of the tech crackdown. They have been aware of the VIE loophole for years and have not acted. It is not in China's interest to destroy offshore Chinese companies by challenging the existing VIEs. The VIE risk is now sufficiently priced in, as analysts had talked about it extensively and continue to do so. The worst for Alibaba seems to be over.Because of the selloff, Alibaba trades at significantly lower multiples. The P/E (FWD) is currently at 15x. EV/EBITDA (FWD) stands at 11x, and the P/FCF (FWD) is at 10x. Alibaba is expected to grow revenues in 2022 by only ~$4 billion (or 3%). Current EPS estimates expect stagnant earnings growth for the next four quarters. I believe Alibaba can surprise to the upside.The Charts speak for themselves Data by YChartsThe stock prices of Alibaba and Amazon have correlated strongly during the last few years. However, in late 2020 the stock of Alibaba erased all of its gains since its IPO and fell ~70%. I believe the gap will not widen but begin to close during the next 6-12 months.The TakeawaysRisks to the Pair TradeThe Chinese Crackdown on Internet companies could restart, and complications with Jack Ma and the Chinese Regulators could provide downside to the stock of Alibaba. I believe this risk has a low probability to materialize. If the crackdown continues, why would the Chinese regulators have an interest in signaling easing.The Fed could restart Quantitative Easing and therefore positively affect the market prices. I believe this is very unlikely to happen due to the inflationary pressures that the US is facing. I think at some point in the future a pivot is guaranteed. But I don't expect it in 2022 & early 2023. If the Fed starts to ease the monetary conditions, this pair trade will probably underperform massively.The Chinese recovery could take longer than expected, and Alibaba could have worse quarters ahead. I believe this is the greatest risk in this pair trade since Chinese regulators have taken the Zero-COVID strategy very seriously as opposed to most countries in the west. Recently, there have been partial lockdowns in Shanghai again due to fresh breakouts of the virus. However, sometime in the future, China will have to reopen, Amazon is affected by Chinese lockdowns too, and I believe much of the restrictive COVID policies are priced in.Closing ThoughtsEven with these risks in mind, I believe the downside of Amazon is much larger than the downside of Alibaba. The market expectations for revenue and earnings growth of Amazon in 2022 are not plausible with the current headwinds in mind. I believe Alibaba has a good chance of beating the forecasts, although this pair trade focuses more on the downside potential of both companies than the upside.","news_type":1,"symbols_score_info":{"BABA":0.9,"09988":0.9,"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":969,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9056202262,"gmtCreate":1655011996756,"gmtModify":1676535548592,"author":{"id":"3579245419278799","authorId":"3579245419278799","name":"CF2607","avatar":"https://static.itradeup.com/news/0c0208c3358e920993128b1b9f6f7b90","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579245419278799","idStr":"3579245419278799"},"themes":[],"htmlText":"Baba","listText":"Baba","text":"Baba","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9056202262","repostId":"2242306965","repostType":4,"repost":{"id":"2242306965","kind":"highlight","pubTimestamp":1655005845,"share":"https://ttm.financial/m/news/2242306965?lang=en_US&edition=fundamental","pubTime":"2022-06-12 11:50","market":"hk","language":"en","title":"Alibaba: Fear Of Missing Out? Do Not Miss The Boat Again","url":"https://stock-news.laohu8.com/highlight/detail?id=2242306965","media":"Seekingalpha","summary":"Investment ThesisSince our last analysis, Alibaba Group Holding Limited (NYSE:BABA) has risen by 18.","content":"<html><head></head><body><h2><b>Investment Thesis</b></h2><p>Since our last analysis, Alibaba Group Holding Limited (NYSE:BABA) has risen by 18.59%, from $92.67 on 17 May 2022 to $109.90 on 9 June 2022. It is evident that the recovery has been swift, given the multiple positive tailwinds in its direction. However, with the shaky Chinese stock market, it is uncertain if the gains could hold and trigger a bull run for BABA.</p><p>However, if we were to split up China&#39;s unrelenting COVID-19 strategies and the potential easing of big tech punishment, BABA&#39;s recovery is almost certain, given its good execution in FQ4&#39;22. That would be <a href=\"https://laohu8.com/S/AONE.U\">one</a> highly welcomed news, given how dreary the stock market looks right now, given that BABA had recovered 28.04% of its value in the past month compared to S&amp;P 500 Index at 0.42%. Opportune investors would be well advised to take advantage of the current bear market to add more undervalued stocks to their portfolios, since it is entirely possible that the time of maximum pain is over.</p><p>Nevertheless, investors hoping for the revival of ANT IPO would definitely be disappointed, since the Chinese government denied the news report, leading to a -8.13% stock decline from $119.62 on 8 June 2022.</p><h2>BABA Closed Off FY2022 Beautifully Despite Macro Issues</h2><p><b>BABA Revenue and Gross Income</b></p><p></p><p><img src=\"https://static.tigerbbs.com/0bddd3fb20de09e66cd1e37175083889\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/></p><p>S&amp;P Capital IQ</p><p>In FQ4&#39;22, BABA reported revenues of $32.18B, representing excellent YoY growth of 12.51%, despite the enforced lockdowns in multiple Chinese cities. Though the company&#39;s declining gross margins may worry some investors, we could attribute it partly to the inflation caused by global supply chain issues and China&#39;s Zero Covid Policy and reinvestments into its businesses, and therefore, temporary.</p><p><b>BABA Revenue By Segment</b></p><p></p><p><img src=\"https://static.tigerbbs.com/5beecf897ef22504ee5d40ec234fb7c9\" tg-width=\"640\" tg-height=\"395\" referrerpolicy=\"no-referrer\"/></p><p>S&amp;P Capital IQ</p><p>It is evident that BABA&#39;s e-commerce segment continues to be the revenue driver, with 13.1% YoY growth while accounting for the majority of its revenue at 86.6%. Its cloud segment also reported remarkable growth with an increase of 16.7% increase YoY, despite the impact of COVID restrictions and reduced demand from the tech industry.</p><p><b>BABA Net Income and Net Income Margin</b></p><p></p><p><img src=\"https://static.tigerbbs.com/5dc8d3c27a586f36ff581a18d27e41c7\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/></p><p>S&amp;P Capital IQ</p><p>BABA&#39;s net income also grew from -$0.82B in FQ4&#39;21 to $0.45B in FQ4&#39;22, thereby improving its net income margins YoY from -2.9% to 2.8%, respectively.</p><p><b>BABA Cash/ Equivalents, FCF, and FCF Margins</b></p><p></p><p><img src=\"https://static.tigerbbs.com/4595749199296e7f0bad57afe634ddd0\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/></p><p>S&amp;P Capital IQ</p><p>Nonetheless, it is also apparent that the generation of BABA&#39;s previously robust free cash flows is declining, given the decreasing profitability and its payment towards the Anti-monopoly fine at approximately $1.36B. However, since the latter represents the final payment towards the Chinese government, we may expect improved FCF from FQ1&#39;23 onwards.</p><p><b>BABA Operating Expense</b></p><p></p><p><img src=\"https://static.tigerbbs.com/e09cc638b935d072afe2e931e33e1995\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/></p><p>S&amp;P Capital IQ</p><p>Given BABA&#39;s continuous efforts to improve its operating efficiencies by cutting jobs in March 2022 and enhancing its logistical costs, we may also see improved operating margins moving ahead. We can see hints of these improvements in FQ4&#39;22, where the company spent $7.19B in its operating expenses in FQ4&#39;22, representing a 25% decrease QoQ in R&amp;D, Selling/Marketing, and General/Administrative expenses. Assuming that BABA continues on this cost reduction path, we are confident of BABA&#39;s capabilities in improving its profitability moving forward.</p><p><b>BABA Projected Revenue and Net Income</b></p><p></p><p><img src=\"https://static.tigerbbs.com/eab3c1f73050159ba48c5b0ef34aaaef\" tg-width=\"640\" tg-height=\"395\" referrerpolicy=\"no-referrer\"/></p><p>S&amp;P Capital IQ</p><p>Since our previous analysis in May 2022, BABA&#39;s revenue growth has been upgraded from a CAGR of 7.09% to 9.33%, though its net income is projected to grow even faster from a CAGR of 38.94% to 56.53%. For FY2023, consensus estimates also upgraded its revenue growth to 3.62% YoY, thereby underlining their optimistic view on the recovery of BABA stock and the overall Chinese market. Assuming the stabilization of the Chinese economy as per the government&#39;s intention with a GDP target of 5.5%, we could potentially see an upwards rerating of BABA&#39;s projected revenue and net income growth moving forward. We shall see.</p><h2><b>So, Is BABA Stock A Buy, Sell, Or Hold?</b></h2><p><b>BABA 5Y EV/Revenue and P/E Valuations</b></p><p></p><p><img src=\"https://static.tigerbbs.com/30d659fd1b639f4a0b0ba027100df036\" tg-width=\"640\" tg-height=\"221\" referrerpolicy=\"no-referrer\"/></p><p>S&amp;P Capital IQ</p><p>BABA is currently trading at an EV/NTM Revenue of 1.92x and NTM P/E of 14.73x, lower than its 5Y mean of 6.29x and 25.10x, respectively. The stock is also trading at $109.90, down 52.4% from its 52 weeks high of $230.89, though already at a 49.9% premium from its 52 weeks low of $73.28.</p><p><b>BABA 5Y Stock Price</b></p><p></p><p><img src=\"https://static.tigerbbs.com/b57cbc8c4a7a3a3577e51256f83f2e97\" tg-width=\"640\" tg-height=\"219\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p>Nonetheless, given the consensus estimates price target of $170.89 for BABA, investors who add now would still have a 55.5% upside from current prices. It is also evident from the chart that its pre-pandemic prices stand at $170s before rallying to over $300 during the ANT IPO hype.</p><p>Therefore, it is not too late to back up the truck and load up on BABA now.</p><p>Therefore, we <i>rate BABA stock as a Buy.</i></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>Alibaba: Fear Of Missing Out? Do Not Miss The Boat Again</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba: Fear Of Missing Out? Do Not Miss The Boat Again\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-12 11:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4517691-alibaba-fomo-do-not-miss-boat-again><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investment ThesisSince our last analysis, Alibaba Group Holding Limited (NYSE:BABA) has risen by 18.59%, from $92.67 on 17 May 2022 to $109.90 on 9 June 2022. It is evident that the recovery has been ...</p>\n\n<a href=\"https://seekingalpha.com/article/4517691-alibaba-fomo-do-not-miss-boat-again\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4517691-alibaba-fomo-do-not-miss-boat-again","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2242306965","content_text":"Investment ThesisSince our last analysis, Alibaba Group Holding Limited (NYSE:BABA) has risen by 18.59%, from $92.67 on 17 May 2022 to $109.90 on 9 June 2022. It is evident that the recovery has been swift, given the multiple positive tailwinds in its direction. However, with the shaky Chinese stock market, it is uncertain if the gains could hold and trigger a bull run for BABA.However, if we were to split up China's unrelenting COVID-19 strategies and the potential easing of big tech punishment, BABA's recovery is almost certain, given its good execution in FQ4'22. That would be one highly welcomed news, given how dreary the stock market looks right now, given that BABA had recovered 28.04% of its value in the past month compared to S&P 500 Index at 0.42%. Opportune investors would be well advised to take advantage of the current bear market to add more undervalued stocks to their portfolios, since it is entirely possible that the time of maximum pain is over.Nevertheless, investors hoping for the revival of ANT IPO would definitely be disappointed, since the Chinese government denied the news report, leading to a -8.13% stock decline from $119.62 on 8 June 2022.BABA Closed Off FY2022 Beautifully Despite Macro IssuesBABA Revenue and Gross IncomeS&P Capital IQIn FQ4'22, BABA reported revenues of $32.18B, representing excellent YoY growth of 12.51%, despite the enforced lockdowns in multiple Chinese cities. Though the company's declining gross margins may worry some investors, we could attribute it partly to the inflation caused by global supply chain issues and China's Zero Covid Policy and reinvestments into its businesses, and therefore, temporary.BABA Revenue By SegmentS&P Capital IQIt is evident that BABA's e-commerce segment continues to be the revenue driver, with 13.1% YoY growth while accounting for the majority of its revenue at 86.6%. Its cloud segment also reported remarkable growth with an increase of 16.7% increase YoY, despite the impact of COVID restrictions and reduced demand from the tech industry.BABA Net Income and Net Income MarginS&P Capital IQBABA's net income also grew from -$0.82B in FQ4'21 to $0.45B in FQ4'22, thereby improving its net income margins YoY from -2.9% to 2.8%, respectively.BABA Cash/ Equivalents, FCF, and FCF MarginsS&P Capital IQNonetheless, it is also apparent that the generation of BABA's previously robust free cash flows is declining, given the decreasing profitability and its payment towards the Anti-monopoly fine at approximately $1.36B. However, since the latter represents the final payment towards the Chinese government, we may expect improved FCF from FQ1'23 onwards.BABA Operating ExpenseS&P Capital IQGiven BABA's continuous efforts to improve its operating efficiencies by cutting jobs in March 2022 and enhancing its logistical costs, we may also see improved operating margins moving ahead. We can see hints of these improvements in FQ4'22, where the company spent $7.19B in its operating expenses in FQ4'22, representing a 25% decrease QoQ in R&D, Selling/Marketing, and General/Administrative expenses. Assuming that BABA continues on this cost reduction path, we are confident of BABA's capabilities in improving its profitability moving forward.BABA Projected Revenue and Net IncomeS&P Capital IQSince our previous analysis in May 2022, BABA's revenue growth has been upgraded from a CAGR of 7.09% to 9.33%, though its net income is projected to grow even faster from a CAGR of 38.94% to 56.53%. For FY2023, consensus estimates also upgraded its revenue growth to 3.62% YoY, thereby underlining their optimistic view on the recovery of BABA stock and the overall Chinese market. Assuming the stabilization of the Chinese economy as per the government's intention with a GDP target of 5.5%, we could potentially see an upwards rerating of BABA's projected revenue and net income growth moving forward. We shall see.So, Is BABA Stock A Buy, Sell, Or Hold?BABA 5Y EV/Revenue and P/E ValuationsS&P Capital IQBABA is currently trading at an EV/NTM Revenue of 1.92x and NTM P/E of 14.73x, lower than its 5Y mean of 6.29x and 25.10x, respectively. The stock is also trading at $109.90, down 52.4% from its 52 weeks high of $230.89, though already at a 49.9% premium from its 52 weeks low of $73.28.BABA 5Y Stock PriceSeeking AlphaNonetheless, given the consensus estimates price target of $170.89 for BABA, investors who add now would still have a 55.5% upside from current prices. It is also evident from the chart that its pre-pandemic prices stand at $170s before rallying to over $300 during the ANT IPO hype.Therefore, it is not too late to back up the truck and load up on BABA now.Therefore, we rate BABA stock as a Buy.","news_type":1,"symbols_score_info":{"BABA":1,"09988":0.6}},"isVote":1,"tweetType":1,"viewCount":1205,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9058746605,"gmtCreate":1654907607407,"gmtModify":1676535531046,"author":{"id":"3579245419278799","authorId":"3579245419278799","name":"CF2607","avatar":"https://static.itradeup.com/news/0c0208c3358e920993128b1b9f6f7b90","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579245419278799","idStr":"3579245419278799"},"themes":[],"htmlText":"👌&nbsp;","listText":"👌&nbsp;","text":"👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9058746605","repostId":"2242306963","repostType":4,"repost":{"id":"2242306963","kind":"highlight","pubTimestamp":1654904207,"share":"https://ttm.financial/m/news/2242306963?lang=en_US&edition=fundamental","pubTime":"2022-06-11 07:36","market":"us","language":"en","title":"Tesla Files for 3-for-1 Stock Split","url":"https://stock-news.laohu8.com/highlight/detail?id=2242306963","media":"Seekingalpha","summary":"Tesla (NASDAQ:TSLA) has filed for a 3-for-1 stock split as part of its SEC filings for an upcoming annual meeting.It's also added that Larry Ellison won't stand for re-election to the board, and the c","content":"<html><head></head><body><p>Tesla (NASDAQ:TSLA) has filed for a 3-for-1 stock split as part of its SEC filings for an upcoming annual meeting.</p><p>It&#39;s also added that Larry Ellison won&#39;t stand for re-election to the board, and the company will therefore reduce the board&#39;s composition to seven seats. Ellison and the board made that determination together in June, the company says.</p><p>In its preliminary proxy filing setting the annual meeting for Aug. 4, Tesla includes among its proposals <a href=\"https://laohu8.com/S/AONE.U\">one</a> to increase the number of authorized shares of common stock by 4 billion.</p><p>That&#39;s primarily to enable a 3-for-1 split via a stock dividend, Tesla says. It currently has 2 billion shares authorized. &#34;Our Board intends to approve the Stock Split, subject to and contingent upon stockholder approval of the Authorized Shares Amendment.&#34;</p><p>Aside from those more prominent moves, Tesla (TSLA) is also looking to elect two Class III directors for three-year terms - Ira Ehrenpreis and Kathleen Wilson-Thompson - and to reduce director terms in general to two years, which would apply to Ehrenpreis and Wilson-Thompson if adopted.</p><p>The company is also looking to eliminate supermajority voting requirements and ratify its auditor.</p><p>The board is urging votes against eight shareholder proposals, linked to topics including proxy access, anti-harassment/discrimination efforts, diversity reports, employee arbitration reports, lobbying, collective bargaining policy, and reporting on child labor and water risk.</p><p>Tesla stock is up 2.1% after hours.</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 Files for 3-for-1 Stock Split</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 Files for 3-for-1 Stock Split\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-11 07:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3847806-tesla-files-for-3-for-1-stock-split><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla (NASDAQ:TSLA) has filed for a 3-for-1 stock split as part of its SEC filings for an upcoming annual meeting.It's also added that Larry Ellison won't stand for re-election to the board, and the ...</p>\n\n<a href=\"https://seekingalpha.com/news/3847806-tesla-files-for-3-for-1-stock-split\">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/news/3847806-tesla-files-for-3-for-1-stock-split","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2242306963","content_text":"Tesla (NASDAQ:TSLA) has filed for a 3-for-1 stock split as part of its SEC filings for an upcoming annual meeting.It's also added that Larry Ellison won't stand for re-election to the board, and the company will therefore reduce the board's composition to seven seats. Ellison and the board made that determination together in June, the company says.In its preliminary proxy filing setting the annual meeting for Aug. 4, Tesla includes among its proposals one to increase the number of authorized shares of common stock by 4 billion.That's primarily to enable a 3-for-1 split via a stock dividend, Tesla says. It currently has 2 billion shares authorized. \"Our Board intends to approve the Stock Split, subject to and contingent upon stockholder approval of the Authorized Shares Amendment.\"Aside from those more prominent moves, Tesla (TSLA) is also looking to elect two Class III directors for three-year terms - Ira Ehrenpreis and Kathleen Wilson-Thompson - and to reduce director terms in general to two years, which would apply to Ehrenpreis and Wilson-Thompson if adopted.The company is also looking to eliminate supermajority voting requirements and ratify its auditor.The board is urging votes against eight shareholder proposals, linked to topics including proxy access, anti-harassment/discrimination efforts, diversity reports, employee arbitration reports, lobbying, collective bargaining policy, and reporting on child labor and water risk.Tesla stock is up 2.1% after hours.","news_type":1,"symbols_score_info":{"TSLA":1}},"isVote":1,"tweetType":1,"viewCount":1136,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9051517644,"gmtCreate":1654727554588,"gmtModify":1676535496915,"author":{"id":"3579245419278799","authorId":"3579245419278799","name":"CF2607","avatar":"https://static.itradeup.com/news/0c0208c3358e920993128b1b9f6f7b90","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579245419278799","idStr":"3579245419278799"},"themes":[],"htmlText":"Thanks","listText":"Thanks","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9051517644","repostId":"1141902851","repostType":4,"repost":{"id":"1141902851","kind":"news","pubTimestamp":1654701592,"share":"https://ttm.financial/m/news/1141902851?lang=en_US&edition=fundamental","pubTime":"2022-06-08 23:19","market":"us","language":"en","title":"3 Top-Quality Growth Stocks To Buy Now And Hold For The Long Term","url":"https://stock-news.laohu8.com/highlight/detail?id=1141902851","media":"Seeking Alpha","summary":"SummaryThe market has punished growth stocks very hard, but it often pays to go against the herd at ","content":"<html><head></head><body><p>Summary</p><ul><li>The market has punished growth stocks very hard, but it often pays to go against the herd at such times.</li><li>Focusing on profitability and valuation is more important in such an environment, but you should do that properly for growth stocks.</li><li><a href=\"https://laohu8.com/S/CRWD\">CrowdStrike</a> has a FCF margin of 27% and continues to grow fast. While its valuation looks expensive, looking forward, it&#39;s not outrageous.</li><li><a href=\"https://laohu8.com/S/DDOG\">Datadog</a> has a FCF margin of 34% and is similar to CrowdStrike. It can definitely grow into its valuation fast.</li><li>Maybe somewhat more surprising to some readers, <a href=\"https://laohu8.com/S/ROKU\">Roku</a> has a FCF margin of 15%, even with the supply-chain issues. It&#39;s the CTV leader in the US, Canada, Mexico and Latam and is already cheap now.</li></ul><p>Introduction</p><p>When the markets turn, you often see a lot of investors following the herd but it often pays to do exactly the opposite, although that may feel very uncomfortable over the short term. There is a lot of negativity out there, about themarkets in general and the economy.</p><p>Many already are fully convinced that we are heading for a recession. While this is possible, up to now, there are no signs yet. The Fed&#39;s Beige Book last week showed that 8 of the 12 Districts expect slowing growth in the future but at the moment, but just 3 thought there would be a recession coming. But all 12 still see growth right now. If a recession is not coming, we will see a great upswing in stock prices. But even if there will be a recession, a lot of that has already priced in. If it&#39;s a severe recession, there could of course be more downside, that&#39;s for sure, but that&#39;s also why I always scale in slowly over time, over years.</p><p>Because the markets (and interest rates) have changed, I think it&#39;s important to emphasize profitability more now. But, of course, we still look at the future and that&#39;s why you may be surprised that I still pick some &#34;expensive&#34; stocks. You&#39;ll see my reasoning, though.</p><p><a href=\"https://laohu8.com/S/CRWD\">CrowdStrike</a></p><p>CrowdStrike (CRWD) is a cybersecurity company that works through a cloud platform. Its competitive advantage is that it has a lightweight agent that makes sure your computer (or any other endpoint) doesn&#39;t slow down and you don&#39;t even have to reboot for installation or updates. It expands its Falcon platform very fast with new products and as a result, its dollar-based net retention rate is very high at more than 120% in every quarter since its IPO.</p><p>There is sometimes confusion between dollar-based net retention and dollar-based net expansion, therefore a fast explanation. You take your full set of customers at the end of Q1 2021 and you see what they spend. Let&#39;s say $100M to make it easy. With a dollar-based net retention rate, DBNRR, you measure how much the same customers spend right now, including customers that went away or went belly-up.</p><p>For a DBNRR of 120%, your customers have to spend 20% more than they did last year, even if you include the ones that are not customers anymore. For dollar-based net<i>expansion</i>rate, you only count the dollar amount of those who staid as customers. Net expansion rates make sense for companies where there are a lot of temporary customers, like political campaigners using Twilio (TWLO), for example. With net expansion numbers, you can have 120% and still see negative revenue growth and that&#39;s why DBNRR numbers are much clearer and it&#39;s so impressive that CrowdStrike has been seeing such high numbers.</p><p>The stock had held up pretty well even during this growth crash, as it&#39;s a fantastic company. But right now, it&#39;s down 42% from its highs, after being down more than 50% a few weeks ago.</p><p>Could the stock drop more? Of course, that&#39;s always possible. It still trades at a forward PS ratio (price to sales) of 15. In this environment, that is a premium. But unlike a lot of other companies, it&#39;s highly profitable. It had a Free Cash Flow of $604.3M in the trailing twelve months.</p><p>With a current market cap of almost $40B, that means that CrowdStrike still trades at a price to free cash flow level of about 65 times. Not cheap, of course, but you have to look at the company&#39;s growth profile here.</p><p>What I mean is that CrowdStrike had a free-cash-flow margin of 37% over the trailing twelve months. So I think the company can generate stable FCF of around 35% to 40%.</p><p>Looking at the earnings estimates for the next five years, you see that CrowdStrike is estimated to have $6.65B of revenue in 2026 (reporting in January 2027).</p><p><img src=\"https://static.tigerbbs.com/6f9f068c6fed5fb8d367341eb391627c\" tg-width=\"640\" tg-height=\"132\" referrerpolicy=\"no-referrer\"/>With the company constantly beating the earnings, I think it&#39;s safe to say that it will be higher. Take $7B (and even that is still conservative). That would mean FCF between $2.5B and $2.8B. The 5-year P/FCF looks to be in the range of 10.7 and 12 then, and that for a company expected to grow for much longer at high speed.</p><p>If you want to put that in perspective, PepsiCo (PEP), a stable stalwart, had $6.3B of FCF on total revenue of $79.5B last year. That&#39;s an FCF margin of 8%. It trades at an estimated 2026 FCF multiple of around 30 times, much higher than CrowdStrike.</p><p>Which stock is expensive for long-term investors, then? Pepsi is just a random example that I took and I have nothing against the company. There are also dividends and buybacks involved, but I think that this shows you the context that what can look expensive by one metric (PS ratio) doesn&#39;t necessarily mean it is expensive for long-term investors.</p><p><a href=\"https://laohu8.com/S/DDOG\">Datadog</a></p><p>Datadog (DDOG) is an observability platform. The software and hardware systems of companies become much more complex and you have to know exactly where something goes wrong or it&#39;s not 100% efficient. You could call what Datadog does Monitoring-as-a-Service. The company has innovated fast over the years. It started with infrastructure and the company added APM (app performance management) and logs, making it the first fully-functioning platform to unite these. It kept expanding its offerings with User Experience Monitoring and Security.</p><p><img src=\"https://static.tigerbbs.com/5628150f152a4438ce42d101a4e07106\" tg-width=\"640\" tg-height=\"333\" referrerpolicy=\"no-referrer\"/>Datadog is also very free-cash-flow positive. In the trailing twelve months, it had $347.8M of FCF.</p><p>And the numbers are growing fast. These are the four last quarters:</p><p><img src=\"https://static.tigerbbs.com/ec20e9c931f682f5a4295baf9f981a8a\" tg-width=\"587\" tg-height=\"34\" referrerpolicy=\"no-referrer\"/>In the last quarter, Datadog had $363M in revenue. $126.3M divided by $363M means that Datadog has an FCF margin of 35%.</p><p>The consensus estimate for 2026 revenue is $5.56B.<img src=\"https://static.tigerbbs.com/e263e219b0065b9a38112ae581660db1\" tg-width=\"623\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/>With Datadog&#39;s outperformance, I think $6B is definitely possible. If you take an FCF margin of 40% there, you get $2.4B. With a current market cap of around $27B, this means that the stock is trading at a 2026 FCF multiple estimates of around 11. I&#39;m a buyer here.</p><p><a href=\"https://laohu8.com/S/ROKU\">Roku</a></p><p>I&#39;m sure several readers will be surprised to see Roku (ROKU) here. Many have already given up on Roku, and I have heard so much negativity, including that it&#39;s a &#39;money-losing&#39; company. Google (GOOGL) (GOOG) would crush Roku! Well, it didn&#39;t. Google and Roku made a deal about both YouTube TV and YouTube in Q4 2021. Amazon (AMZN) would crush it! Well, it didn&#39;t. Amazon and Roku made a new deal about Amazon Prime and IMDb TV a few weeks ago.</p><p>Roku is much more powerful than most investors realize. You can&#39;t just ignore such a huge part of the American households. But in the meantime, the stock is down more than 80%, as if it&#39;s a failing company.</p><p>On top of that, Roku is now the #1 streaming platform in Canada andin Mexicoand it hasovertakenSamsung as the #1 in Latin America.</p><p><img src=\"https://static.tigerbbs.com/9990a5f49f8ba33d63936a98453cd85c\" tg-width=\"640\" tg-height=\"359\" referrerpolicy=\"no-referrer\"/>52% of Americans that have CTV are on the Roku platform, according toe-marketerand that number keeps growing.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3bf9a98d068c5dc455efb9a228bf7eba\" tg-width=\"510\" tg-height=\"475\" referrerpolicy=\"no-referrer\"/><span>e-marketer</span></p><p>Amazon&#39;s Fire has a market share of 45% and Apple TV (AAPL) 13%. Yes, that&#39;s above 100% because quite a lot of people own several devices. When you look at streaming hours, Roku has 42% of the American market, while the number 2, Amazon Fire, only has 18%, so that&#39;s a big difference there.</p><p>I think a lot of people misjudge Roku, especially with how Netflix (NFLX) is struggling. But for Roku, it doesn&#39;t matter which content provider wins. Even more, now that Netflix considers having an ad-supported option, Roku could benefit from its former mother company. On top of that, Roku makes its own content or buys it for The Roku Channel, which it can monetize. Roku has shown that it can do this on the cheap. It acquired the bankrupt Quibi for what was rumored to be less than $100M. If that is true, they have probably made that money back very fast and then some.</p><p>In the trailing twelve months, Roku had an FCF of $403.2M.</p><p>With a current market cap of $12B, Roku trades at only 29.5 times its TTM FCF. With total sales of $2.9B in the same period, Roku has FCF margins of around 14%. These are the revenue estimates for the next few years:</p><p><img src=\"https://static.tigerbbs.com/b90b9e1ae3e8398abc85c6ffd2a69d2b\" tg-width=\"482\" tg-height=\"159\" referrerpolicy=\"no-referrer\"/></p><p>Let&#39;s be conservative and take $7.6B indeed, because Roku suffers from supply chain issues that probably won&#39;t be solved soon. Let&#39;s take a conservative 15% FCF margin for 2026 on that revenue. That&#39;s conservative because Roku gets 14% now under these very challenging circumstances. That means $1.15B in FCF for 2026 or just 10 times its current market cap.</p><p>Yes, there are supply chain issues right now for Roku, but there&#39;s also still a lot of potential for further growth..</p><h2>Conclusion</h2><p>Again, I want to stress that I&#39;m not a market timer and I scale in very slowly. Yes, these stocks can always drop more, no matter how much they have fallen already. I invest money every two weeks and I have ramped up that biweekly contribution recently. This environment is precisely when dollar-cost averaging can be at its most powerful!</p><p>Of course, there have been a lot of bad companies that have been subsidized by easy money and now, when the tide goes out, we can see who was swimming naked, to paraphrase Warren Buffett. But companies that dominate their growing industries and are free-cash-flow positive while they also keep growing their revenue at a fast rate are of high quality.</p><p>In the meantime, keep growing!</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>3 Top-Quality Growth Stocks To Buy Now And Hold For The Long Term</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 Top-Quality Growth Stocks To Buy Now And Hold For The Long Term\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-08 23:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4516922-3-top-quality-growth-stocks-to-buy-now-and-hold-for-long><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThe market has punished growth stocks very hard, but it often pays to go against the herd at such times.Focusing on profitability and valuation is more important in such an environment, but you...</p>\n\n<a href=\"https://seekingalpha.com/article/4516922-3-top-quality-growth-stocks-to-buy-now-and-hold-for-long\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ROKU":"Roku Inc","DDOG":"Datadog","CRWD":"CrowdStrike Holdings, Inc."},"source_url":"https://seekingalpha.com/article/4516922-3-top-quality-growth-stocks-to-buy-now-and-hold-for-long","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141902851","content_text":"SummaryThe market has punished growth stocks very hard, but it often pays to go against the herd at such times.Focusing on profitability and valuation is more important in such an environment, but you should do that properly for growth stocks.CrowdStrike has a FCF margin of 27% and continues to grow fast. While its valuation looks expensive, looking forward, it's not outrageous.Datadog has a FCF margin of 34% and is similar to CrowdStrike. It can definitely grow into its valuation fast.Maybe somewhat more surprising to some readers, Roku has a FCF margin of 15%, even with the supply-chain issues. It's the CTV leader in the US, Canada, Mexico and Latam and is already cheap now.IntroductionWhen the markets turn, you often see a lot of investors following the herd but it often pays to do exactly the opposite, although that may feel very uncomfortable over the short term. There is a lot of negativity out there, about themarkets in general and the economy.Many already are fully convinced that we are heading for a recession. While this is possible, up to now, there are no signs yet. The Fed's Beige Book last week showed that 8 of the 12 Districts expect slowing growth in the future but at the moment, but just 3 thought there would be a recession coming. But all 12 still see growth right now. If a recession is not coming, we will see a great upswing in stock prices. But even if there will be a recession, a lot of that has already priced in. If it's a severe recession, there could of course be more downside, that's for sure, but that's also why I always scale in slowly over time, over years.Because the markets (and interest rates) have changed, I think it's important to emphasize profitability more now. But, of course, we still look at the future and that's why you may be surprised that I still pick some \"expensive\" stocks. You'll see my reasoning, though.CrowdStrikeCrowdStrike (CRWD) is a cybersecurity company that works through a cloud platform. Its competitive advantage is that it has a lightweight agent that makes sure your computer (or any other endpoint) doesn't slow down and you don't even have to reboot for installation or updates. It expands its Falcon platform very fast with new products and as a result, its dollar-based net retention rate is very high at more than 120% in every quarter since its IPO.There is sometimes confusion between dollar-based net retention and dollar-based net expansion, therefore a fast explanation. You take your full set of customers at the end of Q1 2021 and you see what they spend. Let's say $100M to make it easy. With a dollar-based net retention rate, DBNRR, you measure how much the same customers spend right now, including customers that went away or went belly-up.For a DBNRR of 120%, your customers have to spend 20% more than they did last year, even if you include the ones that are not customers anymore. For dollar-based netexpansionrate, you only count the dollar amount of those who staid as customers. Net expansion rates make sense for companies where there are a lot of temporary customers, like political campaigners using Twilio (TWLO), for example. With net expansion numbers, you can have 120% and still see negative revenue growth and that's why DBNRR numbers are much clearer and it's so impressive that CrowdStrike has been seeing such high numbers.The stock had held up pretty well even during this growth crash, as it's a fantastic company. But right now, it's down 42% from its highs, after being down more than 50% a few weeks ago.Could the stock drop more? Of course, that's always possible. It still trades at a forward PS ratio (price to sales) of 15. In this environment, that is a premium. But unlike a lot of other companies, it's highly profitable. It had a Free Cash Flow of $604.3M in the trailing twelve months.With a current market cap of almost $40B, that means that CrowdStrike still trades at a price to free cash flow level of about 65 times. Not cheap, of course, but you have to look at the company's growth profile here.What I mean is that CrowdStrike had a free-cash-flow margin of 37% over the trailing twelve months. So I think the company can generate stable FCF of around 35% to 40%.Looking at the earnings estimates for the next five years, you see that CrowdStrike is estimated to have $6.65B of revenue in 2026 (reporting in January 2027).With the company constantly beating the earnings, I think it's safe to say that it will be higher. Take $7B (and even that is still conservative). That would mean FCF between $2.5B and $2.8B. The 5-year P/FCF looks to be in the range of 10.7 and 12 then, and that for a company expected to grow for much longer at high speed.If you want to put that in perspective, PepsiCo (PEP), a stable stalwart, had $6.3B of FCF on total revenue of $79.5B last year. That's an FCF margin of 8%. It trades at an estimated 2026 FCF multiple of around 30 times, much higher than CrowdStrike.Which stock is expensive for long-term investors, then? Pepsi is just a random example that I took and I have nothing against the company. There are also dividends and buybacks involved, but I think that this shows you the context that what can look expensive by one metric (PS ratio) doesn't necessarily mean it is expensive for long-term investors.DatadogDatadog (DDOG) is an observability platform. The software and hardware systems of companies become much more complex and you have to know exactly where something goes wrong or it's not 100% efficient. You could call what Datadog does Monitoring-as-a-Service. The company has innovated fast over the years. It started with infrastructure and the company added APM (app performance management) and logs, making it the first fully-functioning platform to unite these. It kept expanding its offerings with User Experience Monitoring and Security.Datadog is also very free-cash-flow positive. In the trailing twelve months, it had $347.8M of FCF.And the numbers are growing fast. These are the four last quarters:In the last quarter, Datadog had $363M in revenue. $126.3M divided by $363M means that Datadog has an FCF margin of 35%.The consensus estimate for 2026 revenue is $5.56B.With Datadog's outperformance, I think $6B is definitely possible. If you take an FCF margin of 40% there, you get $2.4B. With a current market cap of around $27B, this means that the stock is trading at a 2026 FCF multiple estimates of around 11. I'm a buyer here.RokuI'm sure several readers will be surprised to see Roku (ROKU) here. Many have already given up on Roku, and I have heard so much negativity, including that it's a 'money-losing' company. Google (GOOGL) (GOOG) would crush Roku! Well, it didn't. Google and Roku made a deal about both YouTube TV and YouTube in Q4 2021. Amazon (AMZN) would crush it! Well, it didn't. Amazon and Roku made a new deal about Amazon Prime and IMDb TV a few weeks ago.Roku is much more powerful than most investors realize. You can't just ignore such a huge part of the American households. But in the meantime, the stock is down more than 80%, as if it's a failing company.On top of that, Roku is now the #1 streaming platform in Canada andin Mexicoand it hasovertakenSamsung as the #1 in Latin America.52% of Americans that have CTV are on the Roku platform, according toe-marketerand that number keeps growing.e-marketerAmazon's Fire has a market share of 45% and Apple TV (AAPL) 13%. Yes, that's above 100% because quite a lot of people own several devices. When you look at streaming hours, Roku has 42% of the American market, while the number 2, Amazon Fire, only has 18%, so that's a big difference there.I think a lot of people misjudge Roku, especially with how Netflix (NFLX) is struggling. But for Roku, it doesn't matter which content provider wins. Even more, now that Netflix considers having an ad-supported option, Roku could benefit from its former mother company. On top of that, Roku makes its own content or buys it for The Roku Channel, which it can monetize. Roku has shown that it can do this on the cheap. It acquired the bankrupt Quibi for what was rumored to be less than $100M. If that is true, they have probably made that money back very fast and then some.In the trailing twelve months, Roku had an FCF of $403.2M.With a current market cap of $12B, Roku trades at only 29.5 times its TTM FCF. With total sales of $2.9B in the same period, Roku has FCF margins of around 14%. These are the revenue estimates for the next few years:Let's be conservative and take $7.6B indeed, because Roku suffers from supply chain issues that probably won't be solved soon. Let's take a conservative 15% FCF margin for 2026 on that revenue. That's conservative because Roku gets 14% now under these very challenging circumstances. That means $1.15B in FCF for 2026 or just 10 times its current market cap.Yes, there are supply chain issues right now for Roku, but there's also still a lot of potential for further growth..ConclusionAgain, I want to stress that I'm not a market timer and I scale in very slowly. Yes, these stocks can always drop more, no matter how much they have fallen already. I invest money every two weeks and I have ramped up that biweekly contribution recently. This environment is precisely when dollar-cost averaging can be at its most powerful!Of course, there have been a lot of bad companies that have been subsidized by easy money and now, when the tide goes out, we can see who was swimming naked, to paraphrase Warren Buffett. But companies that dominate their growing industries and are free-cash-flow positive while they also keep growing their revenue at a fast rate are of high quality.In the meantime, keep growing!","news_type":1,"symbols_score_info":{"DDOG":0.9,"ROKU":0.9,"CRWD":0.9}},"isVote":1,"tweetType":1,"viewCount":1871,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9051062336,"gmtCreate":1654610633425,"gmtModify":1676535477772,"author":{"id":"3579245419278799","authorId":"3579245419278799","name":"CF2607","avatar":"https://static.itradeup.com/news/0c0208c3358e920993128b1b9f6f7b90","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579245419278799","idStr":"3579245419278799"},"themes":[],"htmlText":"Buy in","listText":"Buy in","text":"Buy in","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9051062336","repostId":"2241923094","repostType":2,"repost":{"id":"2241923094","kind":"highlight","pubTimestamp":1654568322,"share":"https://ttm.financial/m/news/2241923094?lang=en_US&edition=fundamental","pubTime":"2022-06-07 10:18","market":"us","language":"en","title":"Alibaba: One Of The Best Buying Opportunity As Worst Is Likely Over","url":"https://stock-news.laohu8.com/highlight/detail?id=2241923094","media":"Seekingalpha","summary":"For a company like Alibaba Group Holding Limited (NYSE:BABA) with sentiment at all time lows, the co","content":"<html><head></head><body><p>For a company like Alibaba Group Holding Limited (NYSE:BABA) with sentiment at all time lows, the company&#39;s recent release 4Q22 results was a positive surprise for investors. I looked into the recent quarter and was pleasantly surprised that there were signs of improvement and that the worst is likely over for Alibaba.</p><h2>Investment thesis</h2><p>I have written two deep dive articles into Alibaba that you can read further to learn more about the business as well as the regulatory risks of the company. My investment thesis remains as I continue to see Alibaba as currently <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the better risk/reward opportunities out there due to the following factors:</p><p>1. China commerce: One of the most valuable assets Alibaba has is its huge consumer base of 1 billion users and spends $1,300 annually, which can bring about further monetization or help scale its other newer platforms.</p><p>2. International commerce: This business is a low hanging fruit for Alibaba as it has a replicable strategy and strong moat, as well as logistics capabilities to compete with international e-commerce brands in international markets.</p><p>3. Cloud: Alibaba will likely remain the leader in a fast growing cloud market in China and continue to look out for international markets to grow in. Furthermore, its in-house production of chips and development of OS could bring about further cost efficiencies and better products while reducing reliance on third party suppliers.</p><p>4. Investing for growth in the future: Alibaba is reinvesting its incremental profits into its strategic businesses which, in my view, is necessary to ensure Alibaba is able to compete and win competitors. Also, Alibaba is continuing its mergers and acquisitions strategy to acquire new businesses to capture future opportunities or bring value to existing businesses.</p><h2>Cloud computing achieves scale and positive adjusted EBITDA margins</h2><p>For the cloud computing segment, it reported revenues of Rmb19 billion in 4Q22, which representing 12% growth year on year. This was compared to the prior quarter&#39;s growth of 20% year-on-year and prior year&#39;s growth of 38% year-on-year. The slowdown is due to weakness in certain sectors, slowing economic activities, and the company&#39;s strategic focus on higher quality revenues.</p><p>In particular, the weakness came from the internet industries like online education and entertainment. According to management, the cloud computing revenue growth would have been 15% year-on-year if the revenues from its top customer in the internet industry, Bytedance were excluded. According to management, Bytedance apparently stopped using Alibaba&#39;s overseas cloud services for its international business due to requirements that are non-product related.</p><p>As a result of weakness in the internet sector, the revenue contribution from non-internet industries increased to 52% as several sectors like telecommunications, retailing and financials reported strong growth to offset the weakness in the internet industry.</p><p>On the margins front, the cloud computing segment posted positive 1% adjusted EBITDA margins in 4Q22, compared to -2% adjusted EBITDA margins one year ago. This was attributable to the gradual improvement in economies of scale for the business, as well as better loss control for Dingtalk. Management also expects that margins for the cloud computing business to continue to improve in FY2023 as top line growth continues. In my view, the margins profile of Alibaba&#39;s cloud computing segment is at a pivotal moment for the business as it transitions towards positive adjusted EBITDA margins with improving economies of scale.</p><p>I think that is is also encouraging to see that management continues to see the long term potential in the cloud industry and Alibaba&#39;s cloud segment despite the near term blip. Management believes that the cloud industry can grow 2 to 3 times in the long run to reach Rmb1 trillion in the next few years. This comes as the cloud plays a key role for the development of the economy and for digital transformation. With that, the focus for Alibaba on the cloud computing sector is crucial, and management believe that Alibaba needs to cater to the differing needs of different sectors to be able to leverage on this huge opportunity in the long run. In my view, the other positive is that this will continue to drive top line growth and with the cloud revenues of the entire company already exceeding Rmb100 billion in the last fiscal year, this translates to huge economies of scale and potential for cost reduction and efficiency improvement that will further drive upside to cloud computing margins in the near term.</p><h2>China Commerce</h2><p>Revenues from the China Commerce segment grew 7% year on year to RMB 136 billion. There was a low teens year-on-year decline in GMV in April and management sees that there are signs of improvement in May. The total FY2022 GMV in China Commerce grew by 2% year on year.</p><p>Alibaba continued to grow on the user front. China commerce Annual Active Consumers (AAC) reached 903million, up 21 million users from the previous quarter and up 89 million users from a year ago. Notably, of these increases, 70% are from less-developed areas. This is in line with Alibaba&#39;s push toward rural and less developed customers to grow its customer base.</p><p>Specifically, we are seeing growth in Taobao Deals and Taocaicai. Taobao Deals AACs grew to more than 300 million, adding 20 million users in the quarter while paid orders on Taobao Deals grew 35% year on year in the current quarter. In addition, Taocaicai, Alibaba&#39;s community market place catered to lower tier cities and rural areas continued to grow AACs to more than 90 million and more than 50% of these were first time fresh produce buyers on Alibaba. Also, Taocaicai GMV continued to expand in the last quarter due to improving average order values.</p><p></p><p><img src=\"https://static.tigerbbs.com/6a5116cae604fa82f39a0a9a4cc54255\" tg-width=\"640\" tg-height=\"347\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Alibaba recorded robust user growth compared to peers (QuestMobile; Goldman)</p><p>While there were low single-digit declines in Taobao and Small online physical goods GMV, the customer management revenues (CMR) remained stable year on year. This was due to some offset by positive growth in advertising revenues.</p><p>EBITDA declined RMB 7 billion to Rmb 32 billion, representing an EBITDA margin of 23%. This decline in EBITDA margins was due to the drag from Taocaicai and Taobao Deals as management invests in these relatively higher growths and newer businesses. In addition, Sun Art reported an RMB 1.4 billion loss, most of it due to an asset impairment provision.</p><p>Management remains committed to improving efficiency and narrowing losses for Taobao Deals. Furthermore, management has been more disciplined in investment pace for Taocaicai to reduce its impact on margins to the group. It has done so by choosing certain target cities where it aims to improve order density and thus focus on establishing regional warehouses and infrastructure in these cities. Thus, the focus will be more on high-quality growth for the Taocaicai business.</p><p>In addition, in my view, the combined losses from both Taobao Deals and Taocaicai has likely peaked in December 2021 and saw sequential declines in losses in the current quarter. I think we will continue to expect the combined losses to decline as management continued to focus on higher-quality growth for China&#39;s commerce segment.</p><h2>International Commerce</h2><p>Revenues from international commerce grew by 7% year on year as AACs grew by 4 million compared to the prior quarter, and 64 million when compared to the prior year. There was a growth of 32% and 48% year on year respectively for Lazada and Trendyol while AliExpress saw a decline in order volume. This was due to the changes in EU&#39;s VAT rules and supply chain/logistics disruptions due to Russia-Ukraine conflict, as highlighted by management. International commerce segment&#39;s adjusted EBITDA margin remained stable at -18% as the company continues to spend on marketing and promotions to increase user engagement and acquisition.</p><p>International commerce remains to be one of Alibaba&#39;s key growth drivers to tap on less mature e-commerce markets outside of China. While there could be near term competition from other e-commerce companies like Amazon (AMZN) and Shopee, which is owned by Sea Limited (SE), Alibaba&#39;s international commerce can still ride the wave of increasing e-commerce penetration in these markets and post higher long term average growth rates than in the mature China Commerce segment.</p><h3>Local Consumer Services</h3><p>As for the local consumer services segment, revenues grew to Rmb 10 billion, up 29% year on year. Ele.me, Alibaba&#39;s online food delivery platform, continued to show improvement in unit economics and is reaching near break-even due to improvements in the delivery cost per order as well as the company reducing spend on user acquisitions.</p><p>As Ele.me continues to scale, its unit economics improvement, as well as the cost reductions made by management will continue to contribute to bottom-line growth for the Group.</p><h2>Stringent cost control and improving regulatory environment</h2><p>Management continues to be committed to add value by assessing the areas of its business where there can be further improvement in efficiencies and to reduce costs to make the entire cost structure of the business more nimble and lean. Some of these control in costs includes stringent control over sales and marketing expenses. This, in my view, is positive for Alibaba as the near term may prove challenging with top-line slowing, and management&#39;s efforts to provide long term shareholder value through cost efficiencies will be appreciated by the market.</p><p>The regulatory landscape also seems to be improving, adding to the signs that the worst could be over for Alibaba. In the recent State Council meeting, the government is rolling out supportive measures, some of which are beneficial to Alibaba&#39;s business, including stimulating consumption and the commitment to the recovery of supply chains. Also, management commented that the government shared a clear message to the market to encourage the healthy development of platform economies and that management is fully compliant with all the regulatory requirements and continues to watch for any new development in policies on the anti-trust front. I think this shows that the government is sending a message that it will not clamp down too much on platform companies, but rather continues to see the benefits of the healthy development of platform companies for the economy.</p><h2>Valuation</h2><p>I have previously shared my financial model for Alibaba and derived a target price based on its sum of the parts valuation. I forecasted the financials and used a DCF model for most of its businesses except Cainiao, local services and its associates/investments since these businesses are mostly either private or have limited public information. I used rather conservative forecasts, in my view and also applied a holding company discount of 25%, with other assumptions listed in the table below. Based on the SOTP valuation, I have derived a target price of $164 for Alibaba, representing an upside potential of 76% from current levels.</p><p></p><p><img src=\"https://static.tigerbbs.com/59dd22bdbd3f84c78b77c121135b860d\" tg-width=\"640\" tg-height=\"387\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Alibaba target price based on SOTP (Author generated)</p><p>Based on relative valuation, Alibaba now trades at 12x and 9x 2023F and 2024F P/E respectively, while average earnings growth over the 2-year period is expected to be 15%, implying a PEG of 0.8x.</p><h2>Risks</h2><h3>Competition</h3><p>While Alibaba might be the largest player in China, there are risks that competition could threaten Alibaba&#39;s market share in both China and in overseas markets. In China, it has to compete against prominent rivals like JD.com (JD) and Pinduoduo (PDD) in a rather mature e-commerce market. As for its international commerce segment, they face competition from international players like Amazon and Shopee, as highlighted earlier. Competitive pressure from both local and international players could slow GMV and user growth for Alibaba compared to expectations.</p><h3>Regulatory and political risks</h3><p>Alibaba is one of the worst-hit companies hit by the regulatory crackdown. However, I am of the view that we have seen the worst of the regulatory crackdown and the government is signalling easing of regulatory pressures, which I think are necessary for the government to improve its economy amidst its zero-covid policy. As such, the worst is likely over for Alibaba as most of the regulatory pressures have eased and we could start seeing better times for the company.</p><h3>Execution in investments</h3><p>Alibaba management has renewed focus on investing in key strategic areas in its business as mentioned earlier. However, this will come down to execution as Alibaba seeks to gain share in these areas. If execution were to be weak, ideal results of the heavy investments may not materialize.</p><h3>Cloud risks</h3><p>There is risk that Alibaba&#39;s cloud revenue growth could slow down given that there is competition from Huawei, Tencent and China Telecom. If Alibaba is unable to maintain market leadership in cloud, this could affect economies of scale effects that it currently enjoys.</p><h2>Conclusion</h2><p>I think this presents one of the best buying opportunities for Alibaba as the worst is likely over for the company. Looking beyond 2023F earnings, the business is expected to continue to grow in the 20% to 30% range and the current valuation simply just does not price in this long term potential. I think we could continue to see positive surprises for Alibaba in the next few quarters as it surpasses the very low expectations set by the market. My target price for Alibaba based on a SOTP valuation model is $164, implying 76% upside potential from current levels.</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>Alibaba: One Of The Best Buying Opportunity As Worst Is Likely Over</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba: One Of The Best Buying Opportunity As Worst Is Likely Over\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-07 10:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4516754-alibaba-one-of-the-best-buying-opportunity-as-worst-is-likely-over><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>For a company like Alibaba Group Holding Limited (NYSE:BABA) with sentiment at all time lows, the company's recent release 4Q22 results was a positive surprise for investors. I looked into the recent ...</p>\n\n<a href=\"https://seekingalpha.com/article/4516754-alibaba-one-of-the-best-buying-opportunity-as-worst-is-likely-over\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4516754-alibaba-one-of-the-best-buying-opportunity-as-worst-is-likely-over","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2241923094","content_text":"For a company like Alibaba Group Holding Limited (NYSE:BABA) with sentiment at all time lows, the company's recent release 4Q22 results was a positive surprise for investors. I looked into the recent quarter and was pleasantly surprised that there were signs of improvement and that the worst is likely over for Alibaba.Investment thesisI have written two deep dive articles into Alibaba that you can read further to learn more about the business as well as the regulatory risks of the company. My investment thesis remains as I continue to see Alibaba as currently one of the better risk/reward opportunities out there due to the following factors:1. China commerce: One of the most valuable assets Alibaba has is its huge consumer base of 1 billion users and spends $1,300 annually, which can bring about further monetization or help scale its other newer platforms.2. International commerce: This business is a low hanging fruit for Alibaba as it has a replicable strategy and strong moat, as well as logistics capabilities to compete with international e-commerce brands in international markets.3. Cloud: Alibaba will likely remain the leader in a fast growing cloud market in China and continue to look out for international markets to grow in. Furthermore, its in-house production of chips and development of OS could bring about further cost efficiencies and better products while reducing reliance on third party suppliers.4. Investing for growth in the future: Alibaba is reinvesting its incremental profits into its strategic businesses which, in my view, is necessary to ensure Alibaba is able to compete and win competitors. Also, Alibaba is continuing its mergers and acquisitions strategy to acquire new businesses to capture future opportunities or bring value to existing businesses.Cloud computing achieves scale and positive adjusted EBITDA marginsFor the cloud computing segment, it reported revenues of Rmb19 billion in 4Q22, which representing 12% growth year on year. This was compared to the prior quarter's growth of 20% year-on-year and prior year's growth of 38% year-on-year. The slowdown is due to weakness in certain sectors, slowing economic activities, and the company's strategic focus on higher quality revenues.In particular, the weakness came from the internet industries like online education and entertainment. According to management, the cloud computing revenue growth would have been 15% year-on-year if the revenues from its top customer in the internet industry, Bytedance were excluded. According to management, Bytedance apparently stopped using Alibaba's overseas cloud services for its international business due to requirements that are non-product related.As a result of weakness in the internet sector, the revenue contribution from non-internet industries increased to 52% as several sectors like telecommunications, retailing and financials reported strong growth to offset the weakness in the internet industry.On the margins front, the cloud computing segment posted positive 1% adjusted EBITDA margins in 4Q22, compared to -2% adjusted EBITDA margins one year ago. This was attributable to the gradual improvement in economies of scale for the business, as well as better loss control for Dingtalk. Management also expects that margins for the cloud computing business to continue to improve in FY2023 as top line growth continues. In my view, the margins profile of Alibaba's cloud computing segment is at a pivotal moment for the business as it transitions towards positive adjusted EBITDA margins with improving economies of scale.I think that is is also encouraging to see that management continues to see the long term potential in the cloud industry and Alibaba's cloud segment despite the near term blip. Management believes that the cloud industry can grow 2 to 3 times in the long run to reach Rmb1 trillion in the next few years. This comes as the cloud plays a key role for the development of the economy and for digital transformation. With that, the focus for Alibaba on the cloud computing sector is crucial, and management believe that Alibaba needs to cater to the differing needs of different sectors to be able to leverage on this huge opportunity in the long run. In my view, the other positive is that this will continue to drive top line growth and with the cloud revenues of the entire company already exceeding Rmb100 billion in the last fiscal year, this translates to huge economies of scale and potential for cost reduction and efficiency improvement that will further drive upside to cloud computing margins in the near term.China CommerceRevenues from the China Commerce segment grew 7% year on year to RMB 136 billion. There was a low teens year-on-year decline in GMV in April and management sees that there are signs of improvement in May. The total FY2022 GMV in China Commerce grew by 2% year on year.Alibaba continued to grow on the user front. China commerce Annual Active Consumers (AAC) reached 903million, up 21 million users from the previous quarter and up 89 million users from a year ago. Notably, of these increases, 70% are from less-developed areas. This is in line with Alibaba's push toward rural and less developed customers to grow its customer base.Specifically, we are seeing growth in Taobao Deals and Taocaicai. Taobao Deals AACs grew to more than 300 million, adding 20 million users in the quarter while paid orders on Taobao Deals grew 35% year on year in the current quarter. In addition, Taocaicai, Alibaba's community market place catered to lower tier cities and rural areas continued to grow AACs to more than 90 million and more than 50% of these were first time fresh produce buyers on Alibaba. Also, Taocaicai GMV continued to expand in the last quarter due to improving average order values.Alibaba recorded robust user growth compared to peers (QuestMobile; Goldman)While there were low single-digit declines in Taobao and Small online physical goods GMV, the customer management revenues (CMR) remained stable year on year. This was due to some offset by positive growth in advertising revenues.EBITDA declined RMB 7 billion to Rmb 32 billion, representing an EBITDA margin of 23%. This decline in EBITDA margins was due to the drag from Taocaicai and Taobao Deals as management invests in these relatively higher growths and newer businesses. In addition, Sun Art reported an RMB 1.4 billion loss, most of it due to an asset impairment provision.Management remains committed to improving efficiency and narrowing losses for Taobao Deals. Furthermore, management has been more disciplined in investment pace for Taocaicai to reduce its impact on margins to the group. It has done so by choosing certain target cities where it aims to improve order density and thus focus on establishing regional warehouses and infrastructure in these cities. Thus, the focus will be more on high-quality growth for the Taocaicai business.In addition, in my view, the combined losses from both Taobao Deals and Taocaicai has likely peaked in December 2021 and saw sequential declines in losses in the current quarter. I think we will continue to expect the combined losses to decline as management continued to focus on higher-quality growth for China's commerce segment.International CommerceRevenues from international commerce grew by 7% year on year as AACs grew by 4 million compared to the prior quarter, and 64 million when compared to the prior year. There was a growth of 32% and 48% year on year respectively for Lazada and Trendyol while AliExpress saw a decline in order volume. This was due to the changes in EU's VAT rules and supply chain/logistics disruptions due to Russia-Ukraine conflict, as highlighted by management. International commerce segment's adjusted EBITDA margin remained stable at -18% as the company continues to spend on marketing and promotions to increase user engagement and acquisition.International commerce remains to be one of Alibaba's key growth drivers to tap on less mature e-commerce markets outside of China. While there could be near term competition from other e-commerce companies like Amazon (AMZN) and Shopee, which is owned by Sea Limited (SE), Alibaba's international commerce can still ride the wave of increasing e-commerce penetration in these markets and post higher long term average growth rates than in the mature China Commerce segment.Local Consumer ServicesAs for the local consumer services segment, revenues grew to Rmb 10 billion, up 29% year on year. Ele.me, Alibaba's online food delivery platform, continued to show improvement in unit economics and is reaching near break-even due to improvements in the delivery cost per order as well as the company reducing spend on user acquisitions.As Ele.me continues to scale, its unit economics improvement, as well as the cost reductions made by management will continue to contribute to bottom-line growth for the Group.Stringent cost control and improving regulatory environmentManagement continues to be committed to add value by assessing the areas of its business where there can be further improvement in efficiencies and to reduce costs to make the entire cost structure of the business more nimble and lean. Some of these control in costs includes stringent control over sales and marketing expenses. This, in my view, is positive for Alibaba as the near term may prove challenging with top-line slowing, and management's efforts to provide long term shareholder value through cost efficiencies will be appreciated by the market.The regulatory landscape also seems to be improving, adding to the signs that the worst could be over for Alibaba. In the recent State Council meeting, the government is rolling out supportive measures, some of which are beneficial to Alibaba's business, including stimulating consumption and the commitment to the recovery of supply chains. Also, management commented that the government shared a clear message to the market to encourage the healthy development of platform economies and that management is fully compliant with all the regulatory requirements and continues to watch for any new development in policies on the anti-trust front. I think this shows that the government is sending a message that it will not clamp down too much on platform companies, but rather continues to see the benefits of the healthy development of platform companies for the economy.ValuationI have previously shared my financial model for Alibaba and derived a target price based on its sum of the parts valuation. I forecasted the financials and used a DCF model for most of its businesses except Cainiao, local services and its associates/investments since these businesses are mostly either private or have limited public information. I used rather conservative forecasts, in my view and also applied a holding company discount of 25%, with other assumptions listed in the table below. Based on the SOTP valuation, I have derived a target price of $164 for Alibaba, representing an upside potential of 76% from current levels.Alibaba target price based on SOTP (Author generated)Based on relative valuation, Alibaba now trades at 12x and 9x 2023F and 2024F P/E respectively, while average earnings growth over the 2-year period is expected to be 15%, implying a PEG of 0.8x.RisksCompetitionWhile Alibaba might be the largest player in China, there are risks that competition could threaten Alibaba's market share in both China and in overseas markets. In China, it has to compete against prominent rivals like JD.com (JD) and Pinduoduo (PDD) in a rather mature e-commerce market. As for its international commerce segment, they face competition from international players like Amazon and Shopee, as highlighted earlier. Competitive pressure from both local and international players could slow GMV and user growth for Alibaba compared to expectations.Regulatory and political risksAlibaba is one of the worst-hit companies hit by the regulatory crackdown. However, I am of the view that we have seen the worst of the regulatory crackdown and the government is signalling easing of regulatory pressures, which I think are necessary for the government to improve its economy amidst its zero-covid policy. As such, the worst is likely over for Alibaba as most of the regulatory pressures have eased and we could start seeing better times for the company.Execution in investmentsAlibaba management has renewed focus on investing in key strategic areas in its business as mentioned earlier. However, this will come down to execution as Alibaba seeks to gain share in these areas. If execution were to be weak, ideal results of the heavy investments may not materialize.Cloud risksThere is risk that Alibaba's cloud revenue growth could slow down given that there is competition from Huawei, Tencent and China Telecom. If Alibaba is unable to maintain market leadership in cloud, this could affect economies of scale effects that it currently enjoys.ConclusionI think this presents one of the best buying opportunities for Alibaba as the worst is likely over for the company. Looking beyond 2023F earnings, the business is expected to continue to grow in the 20% to 30% range and the current valuation simply just does not price in this long term potential. I think we could continue to see positive surprises for Alibaba in the next few quarters as it surpasses the very low expectations set by the market. My target price for Alibaba based on a SOTP valuation model is $164, implying 76% upside potential from current levels.","news_type":1,"symbols_score_info":{"BABA":0.9}},"isVote":1,"tweetType":1,"viewCount":1012,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9059491319,"gmtCreate":1654403060731,"gmtModify":1676535443395,"author":{"id":"3579245419278799","authorId":"3579245419278799","name":"CF2607","avatar":"https://static.itradeup.com/news/0c0208c3358e920993128b1b9f6f7b90","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579245419278799","idStr":"3579245419278799"},"themes":[],"htmlText":"🍎","listText":"🍎","text":"🍎","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9059491319","repostId":"1133091781","repostType":4,"repost":{"id":"1133091781","kind":"news","pubTimestamp":1654390809,"share":"https://ttm.financial/m/news/1133091781?lang=en_US&edition=fundamental","pubTime":"2022-06-05 09:00","market":"us","language":"en","title":"Apple: What to Look Out for at the Upcoming WWDC 2022 Event","url":"https://stock-news.laohu8.com/highlight/detail?id=1133091781","media":"TipRanks","summary":"Upside of 32%.Turning now to the rest of the Street, where the average target clocks in at $186.45 and factors in 12-month gains of 28%. Looking at the ratings, based on 21 Buys vs. 6 Holds, the analyst consensus rates the stock a Strong Buy.","content":"<div>\n<p>Apple’s (AAPL)annual WWDC (Worldwide Developers Conference) will take place throughout next week and the tech giant’s global fanbase will get an opportunity to find out what products Apple plans on ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/apple-what-to-look-out-for-at-the-upcoming-wwdc-2022-event/\">Source Link</a>\n\n</div>\n","source":"lsy1606183248679","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>Apple: What to Look Out for at the Upcoming WWDC 2022 Event</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\">\nApple: What to Look Out for at the Upcoming WWDC 2022 Event\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-05 09:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/apple-what-to-look-out-for-at-the-upcoming-wwdc-2022-event/><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple’s (AAPL)annual WWDC (Worldwide Developers Conference) will take place throughout next week and the tech giant’s global fanbase will get an opportunity to find out what products Apple plans on ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/apple-what-to-look-out-for-at-the-upcoming-wwdc-2022-event/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.tipranks.com/news/article/apple-what-to-look-out-for-at-the-upcoming-wwdc-2022-event/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133091781","content_text":"Apple’s (AAPL)annual WWDC (Worldwide Developers Conference) will take place throughout next week and the tech giant’s global fanbase will get an opportunity to find out what products Apple plans on bringing to market.iOS 16, the latest version of Apple’s mobile operating system is expected to get an introduction with the lock screen, messaging and health all boasting meaningful upgrades.Wedbush analyst Daniel Ives also thinks the next major Apple Watch OS will be announced along with a new MacBook Air 2022 version.But Ives anticipates some other, more intriguing surprises, ones which are non-software related. “We importantly believe that Cook & Co. will hit on a number of AR/VR technologies to developers that the company plans to introduce and ultimately this strategy is laying the breadcrumbs to the highly anticipated AR headset Apple Glasses set to make its debut likely before holiday season or latest early 2023 based on the supply trajectory,” the 5-star analyst said.Eying the metaverse opportunity in a big way, the Apple Glass AR/VR technology will be a “key broadening out of the Apple ecosystem.”But the metaverse is not the only target Apple has set its sights on. Having decided not to bring a movie studio under the fold, Ives thinks Apple is keen to add more live sports to its roster of services. The company has already bought the rights for MLB Friday Night baseball package games for the next few years and along with Amazon, Ives says it is “widely viewed” in the industry the pair were in the final bidding for the NFL Sunday Ticket.This should be a multi-billion-dollar annual deal ($2.5 billion+) and a “landmark” for the company, with the package seen as the “crown jewel” for streaming live sports content. Should Apple win it, it will further strengthen its position in the streaming arms race,” one which has already been boosted by the Oscar win of CODA and success of other recent offerings (Ted Lasso, The Morning Show, Severance).To this end, Ives reiterated an Outperform (i.e., Buy) rating backed by a $200 price target. The implication for investors? Upside of 32%.Turning now to the rest of the Street, where the average target clocks in at $186.45 and factors in 12-month gains of 28%. Looking at the ratings, based on 21 Buys vs. 6 Holds, the analyst consensus rates the stock a Strong Buy.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":1030,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9050551746,"gmtCreate":1654218133685,"gmtModify":1676535414652,"author":{"id":"3579245419278799","authorId":"3579245419278799","name":"CF2607","avatar":"https://static.itradeup.com/news/0c0208c3358e920993128b1b9f6f7b90","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579245419278799","idStr":"3579245419278799"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9050551746","repostId":"1194485290","repostType":4,"isVote":1,"tweetType":1,"viewCount":1163,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9998341839,"gmtCreate":1660951848425,"gmtModify":1676536427315,"author":{"id":"3579245419278799","authorId":"3579245419278799","name":"CF2607","avatar":"https://static.itradeup.com/news/0c0208c3358e920993128b1b9f6f7b90","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579245419278799","authorIdStr":"3579245419278799"},"themes":[],"htmlText":"📉📉","listText":"📉📉","text":"📉📉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9998341839","repostId":"1122346772","repostType":4,"repost":{"id":"1122346772","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1660921772,"share":"https://ttm.financial/m/news/1122346772?lang=en_US&edition=fundamental","pubTime":"2022-08-19 23:09","market":"us","language":"en","title":"Mega-Cap Growth Stocks Fell in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1122346772","media":"Tiger Newspress","summary":"Mega-cap growth stocks fell in morning trading.Apple, Tesla, Microsoft, Amazon, Netflix, Alphabet an","content":"<html><head></head><body><p>Mega-cap growth stocks fell in morning trading.</p><p>Apple, Tesla, Microsoft, Amazon, Netflix, Alphabet and Nvidia slid between 1% and 4%.<img src=\"https://static.tigerbbs.com/6de776d6cc684abefc1caa15907fd5e5\" tg-width=\"452\" tg-height=\"366\" width=\"100%\" height=\"auto\"/></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>Mega-Cap Growth Stocks Fell in Morning Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMega-Cap Growth Stocks Fell in Morning Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-08-19 23:09</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Mega-cap growth stocks fell in morning trading.</p><p>Apple, Tesla, Microsoft, Amazon, Netflix, Alphabet and Nvidia slid between 1% and 4%.<img src=\"https://static.tigerbbs.com/6de776d6cc684abefc1caa15907fd5e5\" tg-width=\"452\" tg-height=\"366\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","NVDA":"英伟达","GOOG":"谷歌"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122346772","content_text":"Mega-cap growth stocks fell in morning trading.Apple, Tesla, Microsoft, Amazon, Netflix, Alphabet and Nvidia slid between 1% and 4%.","news_type":1,"symbols_score_info":{"NVDA":0.9,"GOOG":0.9,"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":3830,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9070224966,"gmtCreate":1657068469255,"gmtModify":1676535943262,"author":{"id":"3579245419278799","authorId":"3579245419278799","name":"CF2607","avatar":"https://static.itradeup.com/news/0c0208c3358e920993128b1b9f6f7b90","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579245419278799","authorIdStr":"3579245419278799"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9070224966","repostId":"2249958936","repostType":4,"isVote":1,"tweetType":1,"viewCount":1631,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9070225074,"gmtCreate":1657068394098,"gmtModify":1676535943223,"author":{"id":"3579245419278799","authorId":"3579245419278799","name":"CF2607","avatar":"https://static.itradeup.com/news/0c0208c3358e920993128b1b9f6f7b90","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579245419278799","authorIdStr":"3579245419278799"},"themes":[],"htmlText":"Liked","listText":"Liked","text":"Liked","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9070225074","repostId":"2249532188","repostType":4,"repost":{"id":"2249532188","kind":"highlight","pubTimestamp":1657064532,"share":"https://ttm.financial/m/news/2249532188?lang=en_US&edition=fundamental","pubTime":"2022-07-06 07:42","market":"us","language":"en","title":"Why Palantir Stock Triumphed on Tuesday","url":"https://stock-news.laohu8.com/highlight/detail?id=2249532188","media":"Motley Fool","summary":"A new analyst note says that recent controversies can really benefit the company.","content":"<div>\n<p>What happenedThere is opportunity in distress, at least as far as Palantir Technologies is concerned. On Tuesday, a Bank of America Securities analyst pointed out that the next-generation data ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/07/05/why-palantir-stock-triumphed-on-tuesday/\">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>Why Palantir Stock Triumphed on Tuesday</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Palantir Stock Triumphed on Tuesday\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-06 07:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/07/05/why-palantir-stock-triumphed-on-tuesday/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>What happenedThere is opportunity in distress, at least as far as Palantir Technologies is concerned. On Tuesday, a Bank of America Securities analyst pointed out that the next-generation data ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/07/05/why-palantir-stock-triumphed-on-tuesday/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://www.fool.com/investing/2022/07/05/why-palantir-stock-triumphed-on-tuesday/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2249532188","content_text":"What happenedThere is opportunity in distress, at least as far as Palantir Technologies is concerned. On Tuesday, a Bank of America Securities analyst pointed out that the next-generation data analytics company stands to benefit mightily from increasing worries about user-privacy rights from an emerging technology.This argument very much landed with investors, who promptly bid the company stock up by nearly 9% on the day.So whatIn a new research note, BofA prognosticator Mariana Pérez Mora wrote about the growing controversy over how websites and other entities use facial recognition technology (FRT) data. As with other types of data, many are concerned with potential bad actors misusing their digital likenesses for nefarious ends. That concern is only going to grow as FRT becomes more accessible and, therefore, commonplace.\"We see the government's focus on managing FRT data usage as one area of opportunity for Palantir,\" Pérez Mora wrote in her latest Palantir analysis. \"The company's Foundry software enables granular access controls, oversight of data usage, and secure cross-agency collaboration.\"The analyst is cheered by Palantir's public commitment to safeguarding the privacy rights of users. She pointed out that the company expressly pledged to do so in writing in its 2021 10-K annual report filing with the Securities and Exchange Commission.Now whatIn making this argument, Pérez Mora is reiterating her rather bullish stance on Palantir Technologies. She's maintaining her unambiguous buy recommendation on the specialty tech company, and her $13 per share price target. Even after Tuesday's pop, the latter still implies nearly 30% upside from the stock's current level.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":1494,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9056202262,"gmtCreate":1655011996756,"gmtModify":1676535548592,"author":{"id":"3579245419278799","authorId":"3579245419278799","name":"CF2607","avatar":"https://static.itradeup.com/news/0c0208c3358e920993128b1b9f6f7b90","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579245419278799","authorIdStr":"3579245419278799"},"themes":[],"htmlText":"Baba","listText":"Baba","text":"Baba","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9056202262","repostId":"2242306965","repostType":4,"repost":{"id":"2242306965","kind":"highlight","pubTimestamp":1655005845,"share":"https://ttm.financial/m/news/2242306965?lang=en_US&edition=fundamental","pubTime":"2022-06-12 11:50","market":"hk","language":"en","title":"Alibaba: Fear Of Missing Out? Do Not Miss The Boat Again","url":"https://stock-news.laohu8.com/highlight/detail?id=2242306965","media":"Seekingalpha","summary":"Investment ThesisSince our last analysis, Alibaba Group Holding Limited (NYSE:BABA) has risen by 18.","content":"<html><head></head><body><h2><b>Investment Thesis</b></h2><p>Since our last analysis, Alibaba Group Holding Limited (NYSE:BABA) has risen by 18.59%, from $92.67 on 17 May 2022 to $109.90 on 9 June 2022. It is evident that the recovery has been swift, given the multiple positive tailwinds in its direction. However, with the shaky Chinese stock market, it is uncertain if the gains could hold and trigger a bull run for BABA.</p><p>However, if we were to split up China&#39;s unrelenting COVID-19 strategies and the potential easing of big tech punishment, BABA&#39;s recovery is almost certain, given its good execution in FQ4&#39;22. That would be <a href=\"https://laohu8.com/S/AONE.U\">one</a> highly welcomed news, given how dreary the stock market looks right now, given that BABA had recovered 28.04% of its value in the past month compared to S&amp;P 500 Index at 0.42%. Opportune investors would be well advised to take advantage of the current bear market to add more undervalued stocks to their portfolios, since it is entirely possible that the time of maximum pain is over.</p><p>Nevertheless, investors hoping for the revival of ANT IPO would definitely be disappointed, since the Chinese government denied the news report, leading to a -8.13% stock decline from $119.62 on 8 June 2022.</p><h2>BABA Closed Off FY2022 Beautifully Despite Macro Issues</h2><p><b>BABA Revenue and Gross Income</b></p><p></p><p><img src=\"https://static.tigerbbs.com/0bddd3fb20de09e66cd1e37175083889\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/></p><p>S&amp;P Capital IQ</p><p>In FQ4&#39;22, BABA reported revenues of $32.18B, representing excellent YoY growth of 12.51%, despite the enforced lockdowns in multiple Chinese cities. Though the company&#39;s declining gross margins may worry some investors, we could attribute it partly to the inflation caused by global supply chain issues and China&#39;s Zero Covid Policy and reinvestments into its businesses, and therefore, temporary.</p><p><b>BABA Revenue By Segment</b></p><p></p><p><img src=\"https://static.tigerbbs.com/5beecf897ef22504ee5d40ec234fb7c9\" tg-width=\"640\" tg-height=\"395\" referrerpolicy=\"no-referrer\"/></p><p>S&amp;P Capital IQ</p><p>It is evident that BABA&#39;s e-commerce segment continues to be the revenue driver, with 13.1% YoY growth while accounting for the majority of its revenue at 86.6%. Its cloud segment also reported remarkable growth with an increase of 16.7% increase YoY, despite the impact of COVID restrictions and reduced demand from the tech industry.</p><p><b>BABA Net Income and Net Income Margin</b></p><p></p><p><img src=\"https://static.tigerbbs.com/5dc8d3c27a586f36ff581a18d27e41c7\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/></p><p>S&amp;P Capital IQ</p><p>BABA&#39;s net income also grew from -$0.82B in FQ4&#39;21 to $0.45B in FQ4&#39;22, thereby improving its net income margins YoY from -2.9% to 2.8%, respectively.</p><p><b>BABA Cash/ Equivalents, FCF, and FCF Margins</b></p><p></p><p><img src=\"https://static.tigerbbs.com/4595749199296e7f0bad57afe634ddd0\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/></p><p>S&amp;P Capital IQ</p><p>Nonetheless, it is also apparent that the generation of BABA&#39;s previously robust free cash flows is declining, given the decreasing profitability and its payment towards the Anti-monopoly fine at approximately $1.36B. However, since the latter represents the final payment towards the Chinese government, we may expect improved FCF from FQ1&#39;23 onwards.</p><p><b>BABA Operating Expense</b></p><p></p><p><img src=\"https://static.tigerbbs.com/e09cc638b935d072afe2e931e33e1995\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/></p><p>S&amp;P Capital IQ</p><p>Given BABA&#39;s continuous efforts to improve its operating efficiencies by cutting jobs in March 2022 and enhancing its logistical costs, we may also see improved operating margins moving ahead. We can see hints of these improvements in FQ4&#39;22, where the company spent $7.19B in its operating expenses in FQ4&#39;22, representing a 25% decrease QoQ in R&amp;D, Selling/Marketing, and General/Administrative expenses. Assuming that BABA continues on this cost reduction path, we are confident of BABA&#39;s capabilities in improving its profitability moving forward.</p><p><b>BABA Projected Revenue and Net Income</b></p><p></p><p><img src=\"https://static.tigerbbs.com/eab3c1f73050159ba48c5b0ef34aaaef\" tg-width=\"640\" tg-height=\"395\" referrerpolicy=\"no-referrer\"/></p><p>S&amp;P Capital IQ</p><p>Since our previous analysis in May 2022, BABA&#39;s revenue growth has been upgraded from a CAGR of 7.09% to 9.33%, though its net income is projected to grow even faster from a CAGR of 38.94% to 56.53%. For FY2023, consensus estimates also upgraded its revenue growth to 3.62% YoY, thereby underlining their optimistic view on the recovery of BABA stock and the overall Chinese market. Assuming the stabilization of the Chinese economy as per the government&#39;s intention with a GDP target of 5.5%, we could potentially see an upwards rerating of BABA&#39;s projected revenue and net income growth moving forward. We shall see.</p><h2><b>So, Is BABA Stock A Buy, Sell, Or Hold?</b></h2><p><b>BABA 5Y EV/Revenue and P/E Valuations</b></p><p></p><p><img src=\"https://static.tigerbbs.com/30d659fd1b639f4a0b0ba027100df036\" tg-width=\"640\" tg-height=\"221\" referrerpolicy=\"no-referrer\"/></p><p>S&amp;P Capital IQ</p><p>BABA is currently trading at an EV/NTM Revenue of 1.92x and NTM P/E of 14.73x, lower than its 5Y mean of 6.29x and 25.10x, respectively. The stock is also trading at $109.90, down 52.4% from its 52 weeks high of $230.89, though already at a 49.9% premium from its 52 weeks low of $73.28.</p><p><b>BABA 5Y Stock Price</b></p><p></p><p><img src=\"https://static.tigerbbs.com/b57cbc8c4a7a3a3577e51256f83f2e97\" tg-width=\"640\" tg-height=\"219\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p>Nonetheless, given the consensus estimates price target of $170.89 for BABA, investors who add now would still have a 55.5% upside from current prices. It is also evident from the chart that its pre-pandemic prices stand at $170s before rallying to over $300 during the ANT IPO hype.</p><p>Therefore, it is not too late to back up the truck and load up on BABA now.</p><p>Therefore, we <i>rate BABA stock as a Buy.</i></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>Alibaba: Fear Of Missing Out? Do Not Miss The Boat Again</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba: Fear Of Missing Out? Do Not Miss The Boat Again\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-12 11:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4517691-alibaba-fomo-do-not-miss-boat-again><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investment ThesisSince our last analysis, Alibaba Group Holding Limited (NYSE:BABA) has risen by 18.59%, from $92.67 on 17 May 2022 to $109.90 on 9 June 2022. It is evident that the recovery has been ...</p>\n\n<a href=\"https://seekingalpha.com/article/4517691-alibaba-fomo-do-not-miss-boat-again\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4517691-alibaba-fomo-do-not-miss-boat-again","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2242306965","content_text":"Investment ThesisSince our last analysis, Alibaba Group Holding Limited (NYSE:BABA) has risen by 18.59%, from $92.67 on 17 May 2022 to $109.90 on 9 June 2022. It is evident that the recovery has been swift, given the multiple positive tailwinds in its direction. However, with the shaky Chinese stock market, it is uncertain if the gains could hold and trigger a bull run for BABA.However, if we were to split up China's unrelenting COVID-19 strategies and the potential easing of big tech punishment, BABA's recovery is almost certain, given its good execution in FQ4'22. That would be one highly welcomed news, given how dreary the stock market looks right now, given that BABA had recovered 28.04% of its value in the past month compared to S&P 500 Index at 0.42%. Opportune investors would be well advised to take advantage of the current bear market to add more undervalued stocks to their portfolios, since it is entirely possible that the time of maximum pain is over.Nevertheless, investors hoping for the revival of ANT IPO would definitely be disappointed, since the Chinese government denied the news report, leading to a -8.13% stock decline from $119.62 on 8 June 2022.BABA Closed Off FY2022 Beautifully Despite Macro IssuesBABA Revenue and Gross IncomeS&P Capital IQIn FQ4'22, BABA reported revenues of $32.18B, representing excellent YoY growth of 12.51%, despite the enforced lockdowns in multiple Chinese cities. Though the company's declining gross margins may worry some investors, we could attribute it partly to the inflation caused by global supply chain issues and China's Zero Covid Policy and reinvestments into its businesses, and therefore, temporary.BABA Revenue By SegmentS&P Capital IQIt is evident that BABA's e-commerce segment continues to be the revenue driver, with 13.1% YoY growth while accounting for the majority of its revenue at 86.6%. Its cloud segment also reported remarkable growth with an increase of 16.7% increase YoY, despite the impact of COVID restrictions and reduced demand from the tech industry.BABA Net Income and Net Income MarginS&P Capital IQBABA's net income also grew from -$0.82B in FQ4'21 to $0.45B in FQ4'22, thereby improving its net income margins YoY from -2.9% to 2.8%, respectively.BABA Cash/ Equivalents, FCF, and FCF MarginsS&P Capital IQNonetheless, it is also apparent that the generation of BABA's previously robust free cash flows is declining, given the decreasing profitability and its payment towards the Anti-monopoly fine at approximately $1.36B. However, since the latter represents the final payment towards the Chinese government, we may expect improved FCF from FQ1'23 onwards.BABA Operating ExpenseS&P Capital IQGiven BABA's continuous efforts to improve its operating efficiencies by cutting jobs in March 2022 and enhancing its logistical costs, we may also see improved operating margins moving ahead. We can see hints of these improvements in FQ4'22, where the company spent $7.19B in its operating expenses in FQ4'22, representing a 25% decrease QoQ in R&D, Selling/Marketing, and General/Administrative expenses. Assuming that BABA continues on this cost reduction path, we are confident of BABA's capabilities in improving its profitability moving forward.BABA Projected Revenue and Net IncomeS&P Capital IQSince our previous analysis in May 2022, BABA's revenue growth has been upgraded from a CAGR of 7.09% to 9.33%, though its net income is projected to grow even faster from a CAGR of 38.94% to 56.53%. For FY2023, consensus estimates also upgraded its revenue growth to 3.62% YoY, thereby underlining their optimistic view on the recovery of BABA stock and the overall Chinese market. Assuming the stabilization of the Chinese economy as per the government's intention with a GDP target of 5.5%, we could potentially see an upwards rerating of BABA's projected revenue and net income growth moving forward. We shall see.So, Is BABA Stock A Buy, Sell, Or Hold?BABA 5Y EV/Revenue and P/E ValuationsS&P Capital IQBABA is currently trading at an EV/NTM Revenue of 1.92x and NTM P/E of 14.73x, lower than its 5Y mean of 6.29x and 25.10x, respectively. The stock is also trading at $109.90, down 52.4% from its 52 weeks high of $230.89, though already at a 49.9% premium from its 52 weeks low of $73.28.BABA 5Y Stock PriceSeeking AlphaNonetheless, given the consensus estimates price target of $170.89 for BABA, investors who add now would still have a 55.5% upside from current prices. It is also evident from the chart that its pre-pandemic prices stand at $170s before rallying to over $300 during the ANT IPO hype.Therefore, it is not too late to back up the truck and load up on BABA now.Therefore, we rate BABA stock as a Buy.","news_type":1,"symbols_score_info":{"BABA":1,"09988":0.6}},"isVote":1,"tweetType":1,"viewCount":1205,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9953917564,"gmtCreate":1673136748058,"gmtModify":1676538790215,"author":{"id":"3579245419278799","authorId":"3579245419278799","name":"CF2607","avatar":"https://static.itradeup.com/news/0c0208c3358e920993128b1b9f6f7b90","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579245419278799","authorIdStr":"3579245419278799"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9953917564","repostId":"2301920190","repostType":4,"isVote":1,"tweetType":1,"viewCount":2800,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9932296584,"gmtCreate":1662943503448,"gmtModify":1676537167515,"author":{"id":"3579245419278799","authorId":"3579245419278799","name":"CF2607","avatar":"https://static.itradeup.com/news/0c0208c3358e920993128b1b9f6f7b90","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579245419278799","authorIdStr":"3579245419278799"},"themes":[],"htmlText":"🥰","listText":"🥰","text":"🥰","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9932296584","repostId":"1113574183","repostType":4,"repost":{"id":"1113574183","kind":"news","pubTimestamp":1662940046,"share":"https://ttm.financial/m/news/1113574183?lang=en_US&edition=fundamental","pubTime":"2022-09-12 07:47","market":"us","language":"en","title":"Apple’s Latest Products and Services Are About Loyalty—to Apple","url":"https://stock-news.laohu8.com/highlight/detail?id=1113574183","media":"Bloomberg","summary":"Apple on Wednesday unveiled the iPhone 14 line, the Apple Watch Ultra and new AirPods, but the big t","content":"<div>\n<p>Apple on Wednesday unveiled the iPhone 14 line, the Apple Watch Ultra and new AirPods, but the big theme of the day was keeping users more locked into the company’s ecosystem. Also: Chief Executive ...</p>\n\n<a href=\"https://www.bloomberg.com/news/newsletters/2022-09-11/apple-s-new-iphone-14-pro-emergency-sos-via-satellite-and-car-crash-detection-l7xe1uxv?srnd=premium\">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>Apple’s Latest Products and Services Are About Loyalty—to Apple</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\">\nApple’s Latest Products and Services Are About Loyalty—to Apple\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-12 07:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/newsletters/2022-09-11/apple-s-new-iphone-14-pro-emergency-sos-via-satellite-and-car-crash-detection-l7xe1uxv?srnd=premium><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple on Wednesday unveiled the iPhone 14 line, the Apple Watch Ultra and new AirPods, but the big theme of the day was keeping users more locked into the company’s ecosystem. Also: Chief Executive ...</p>\n\n<a href=\"https://www.bloomberg.com/news/newsletters/2022-09-11/apple-s-new-iphone-14-pro-emergency-sos-via-satellite-and-car-crash-detection-l7xe1uxv?srnd=premium\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.bloomberg.com/news/newsletters/2022-09-11/apple-s-new-iphone-14-pro-emergency-sos-via-satellite-and-car-crash-detection-l7xe1uxv?srnd=premium","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113574183","content_text":"Apple on Wednesday unveiled the iPhone 14 line, the Apple Watch Ultra and new AirPods, but the big theme of the day was keeping users more locked into the company’s ecosystem. Also: Chief Executive Officer Tim Cook reveals his biggest debate with Steve Jobs.The StartersThe iPhone 14 Pro.Photographer: Nic Coury/BloombergApple Inc.’s biggest event of the year delivered some dazzling upgrades and some ho-hum products. At Wednesday’s Far Out launch extravaganza, the tech giant rolled out updates to the iPhone, AirPods and Apple Watch. It also stressed the theme of the Apple product ecosystem more forcefully than it ever has before.Most of the major changes were expected, but Apple did reveal a few clever touches—most notably, the iPhone 14 Pro’s Dynamic Island. The feature is a real feat. There’s nothing more “Apple” than taking the ugliest part of the iPhone (the notch) and disguising it as one of the most impressive integrated hardware-software features in years.The Pro enhancements contrast with those of the standard iPhone 14, which is largely unchanged from the iPhone 13. It follows the same playbook as the iPhone XS in 2018: You can get a larger screen in the form of the iPhone 14 Plus, just like the XS Max. Otherwise, there’s little reason to upgrade.I think it’s fair to say the regular iPhone 14 is the least impressive year-over-year update in the product’s history. Apple didn’t even bother giving the standard iPhone 14 its newest chip, which was an unprecedented move.The second-generation AirPods Pro, meanwhile, answer a lot of longstanding user requests: enhanced noise cancellation, improved bass and sound, better blocking of background noise, longer battery life and—finally—the ability to swipe on the earbuds’ stems to control playback and volume.For consumers new to AirPods, the latest Pro model appears to be an excellent choice. If, like me, you bought the first AirPods Pro in October 2019, now is also probably a good time to upgrade—especially if your batteries are waning.If there is a knock on the AirPods, it’s that they don’t support Apple’s new lossless audio feature. That technology allows for music playback that’s “virtually indistinguishable from the original studio recording,” according to the company. The feature isn’t yet supported by any AirPods model, and the rollout of the new Pro earbuds might have been an opportunity to change that.The problem with bringing lossless audio to AirPods is Bluetooth, a wireless protocol that doesn’t have enough power to stream such high-quality audio. It’s no secret that Apple has been cooking up a solution internally, though: a replacement for Bluetooth that would eventually bring the feature to future AirPods.Then there’s the Apple Watch. As I indicated several months ago, we’re getting the broadest set of changes to this product since it launched in 2015. For the first time, Apple introduced three distinct models: a new low-end SE, the standard Series 8 and the upscale Ultra.There’s not a lot to say about the new SE. The company developed a different production process and gave the device a cheaper back casing to help cut the price by $30: $249 instead of $279. That was a necessary move with the discontinuation of the $199 Apple Watch Series 3. If you have an SE from 2020, I see no reason to upgrade for a slightly faster processor.The Series 8 model isn’t a dramatic update either. It does have a body-temperature sensor for women’s health—something that could benefit millions of people. But the model lacks design changes, additional health sensors like a blood-pressure monitor, a faster processor, better speakers or improved battery life (aside from the new low-power mode).It’s also worth noting that Apple won’t allow users to determine their actual body temperature with the new sensor, which would help customers replace thermometers like they have with blood-oxygen readers.The Ultra, on the other hand, is one of the most impressive new pieces of hardware from Apple in years. Its programmable side button, giant display and supersized battery life will be prized by anyone who wants the best Apple Watch—not necessarily just scuba divers or marathon runners.With that in mind, I’m not sure Apple should have exclusively focused its Ultra marketing on extreme sports athletes. Instead, it could have also highlighted how the features appeal to non-athletes and released a slew of daily wear bands. An update to the link bracelet in titanium, for instance, would have been great.But even if the Ultra watch and iPhone 14 Pro are worthy upgrades, the biggest theme of the day was making it as hard as possible to walk away from Apple’s ecosystem.This goes beyond how well the various products work together. The company is increasingly touting the iPhone and Apple Watch as devices that can save your life. The watch already offers the ability to detect heart problems or a bad fall. Now Apple is introducing car-crash alerts and emergency satellite services.The idea of Apple products saving your life will surely be ingrained in people’s minds by the company’s marketing department over the coming months and years. That will leave many consumers with the distinct impression that ditching their iPhone or Apple Watch is an irresponsible move.Of course, Apple rivals such as Samsung Electronics Co. have their own safety features. And companies like T-Mobile US Inc. are trying to open up satellite connections to all mobile-phone users, not just the iPhone crowd.But Apple is hard to beat in making its technology seem like the safest bet. Other changes, like the company’s shift to virtual eSIM cards in the US, could make it even more difficult to leave the iPhone (though it may create complications for customers who travel internationally and use carriers that don’t support the standard).The theme of locking in users to the Apple ecosystem has been a major one for the company in recent years. These days, the ability of Apple products to play nicely together is more of a competitive advantage than ever and key to expanding the company’s user base, generating more recurring revenue and—most importantly—preventing defections to rival platforms.I attended the Code Conference on Wednesday night, where Cook, Laurene Powell Jobs and Jony Ive wereinterviewedby Kara Swisher about the legacy of Steve Jobs. Before the night concluded, Cook was asked by an audience member why the iPhonehasn’t adopted RCS, or rich communication services, a messaging replacement spearheaded by Google.He told the questioner, “I don’t hear our users asking that we put a lot of energy in on that at this point” and suggested that he buy his mom an iPhone if he wants to more seamlessly message with her. That says it all.The BenchTim Cook speaks during an event at the Steve Jobs Theater.Photographer: David Paul Morris/BloombergTim Cook reveals his biggest disagreement with Steve Jobs. Here’s another fun tidbit from the Code Conference: Tim Cook discussed the biggest debate he ever had with Steve Jobs. For the original iPhone, Cook wanted carriers to subsidize the device so it would be cheaper for consumers. Jobs wanted carriers to not subsidize it and instead give Apple a revenue share on the carrier plans.The original iPhone launched at $499 with no subsidy. Jobs got his way, but not for long. A year later, the iPhone 3G was priced at $199 and customers were given subsidies instead of Apple getting a revenue share. Cook said the subsidy approach helped fuel the device’s massive growth and called the debate with Jobs a multiyear discussion.Wristcam’s new iPhone to Apple Watch video chat feature.Source: WristcamWristcam update promises video calling without an attachment. Wristcam, a niche accessory that adds a video-chat camera to the Apple Watch, is getting a bit of an upgrade alongside watchOS 9 this coming week. For the first time, the Wristcam third-party app on the Apple Watch will allow users to receive video calls from an iPhone without the Wristcam attachment. That means Apple Watch users can send audio and receive video without sending back video.The ScheduleSept. 12: Apple’s iOS 16 will be released to all users, ahead of new devices arriving later in the week.Sept. 16:The iPhone 14, iPhone 14 Pro and iPhone 14 Pro Max go on sale, joined by the Apple Watch Series 8 and second-generation Apple Watch SE.Sept. 23:The Apple Watch Ultra and second-generation AirPods Pro hit stores.Oct. 7:And, finally, the iPhone 14 Plus goes on sale.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":3199,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9931158212,"gmtCreate":1662424920436,"gmtModify":1676537056216,"author":{"id":"3579245419278799","authorId":"3579245419278799","name":"CF2607","avatar":"https://static.itradeup.com/news/0c0208c3358e920993128b1b9f6f7b90","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579245419278799","authorIdStr":"3579245419278799"},"themes":[],"htmlText":"👍🏻","listText":"👍🏻","text":"👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9931158212","repostId":"2265703480","repostType":4,"repost":{"id":"2265703480","kind":"highlight","pubTimestamp":1662390641,"share":"https://ttm.financial/m/news/2265703480?lang=en_US&edition=fundamental","pubTime":"2022-09-05 23:10","market":"us","language":"en","title":"6 Reasons to Buy Apple Stock Now and Never Sell","url":"https://stock-news.laohu8.com/highlight/detail?id=2265703480","media":"Motley Fool","summary":"There's a reason the iPhone maker is the market-cap king.","content":"<div>\n<p>Even as the bear market lingers, investors might be surprised to learn that Apple still holds the title of most valuable publicly traded company, with its market cap recently clocking in at $2.55 ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/09/05/6-reasons-to-buy-apple-stock-now-and-never-sell/\">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>6 Reasons to Buy Apple Stock Now and Never Sell</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\">\n6 Reasons to Buy Apple Stock Now and Never Sell\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-05 23:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/09/05/6-reasons-to-buy-apple-stock-now-and-never-sell/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Even as the bear market lingers, investors might be surprised to learn that Apple still holds the title of most valuable publicly traded company, with its market cap recently clocking in at $2.55 ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/09/05/6-reasons-to-buy-apple-stock-now-and-never-sell/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.fool.com/investing/2022/09/05/6-reasons-to-buy-apple-stock-now-and-never-sell/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2265703480","content_text":"Even as the bear market lingers, investors might be surprised to learn that Apple still holds the title of most valuable publicly traded company, with its market cap recently clocking in at $2.55 trillion. Perhaps even more impressive is the fact that even in the midst of the ongoing meltdown in technology stocks, the iPhone maker has outperformed the broader indexes and many of its peers.From their peaks several months ago, the S&P 500 and the Nasdaq Composite indexes have declined 17% and 26%, respectively, while Apple stock has shed just 13%.That performance notwithstanding, there are plenty of reasons for investors to buy Apple stock and hold forever.1. It's Warren Buffett's largest holdingGiven his extraordinary track record, investors could do far worse than following in the footsteps of legendary money manager Warren Buffett. Since taking the helm of Berkshire Hathaway in 1965, the \"Oracle of Omaha\" has delivered mind-boggling returns, generating a compound annual growth rate of more than 20%. In fact, by the end of 2021, the company's overall returns clocked in at a staggering 3,641,613%.Lest there be any doubt, Apple is far and away Berkshire's largest holding. Buffett ended the second quarter with nearly 895 million shares of Apple stock, worth roughly $122 billion as of June, 30, accounting for about 41% of Berkshire's portfolio. That's quite a vote of confidence from one of the world's most successful investors.2. One billion iPhones strong -- and growingThere's no question that the release of the iconic iPhone in 2007 ushered in the modern smartphone and forever changed the way we communicate. The device's sleek design and integrated computing power took the world by storm. Now, as we await the release of the upcoming iPhone 14, Apple dominates the market, with more than 1 billion active iPhones in the wild.Rumors are swirling that the next-generation device -- which is due to be unveiled next week -- could sport some major upgrades and four new models. Wedbush analyst Dan Ives estimates that roughly 24% of iPhone owners worldwide haven't upgraded their device over the past 3.5 years. Even in the midst of the prevailing macroeconomic headwinds, this could mark the beginning of the next big product cycle for the iPhone.3. Apple is the new blackWhile the iPhone gets all the press, Apple's wearables, home products, and accessories segment -- which includes such products as Apple Watch, AirPods, AirTags, and Beats headphones -- continue to steadily attract converts. Earlier this year, noted tech analyst Horace Dediu announced that \"Apple Wearables is now [the size of] a Fortune 100 business.\" In fact, the segment has generated more revenue so far in fiscal 2022 than either the Mac or the iPad.Supply constraints and foreign exchange headwinds have weighed on the segment, which grew just 6% year over year through the first three quarters of fiscal 2022. That said, the resulting pent-up demand will eventually give way to a surge in sales. Furthermore, the company is expected to release the latest versions of its Apple Watch next week. These could include a Pro model, which could serve to supercharge sales of the popular device.4. Services: Apple's second-biggest breadwinnerLong before anyone else, CEO Tim Cook saw the potential for Apple's services segment, announcing plans in early 2017 to double its revenue over the coming four years. Fast forward to mid-2022, and services has come into its own.The segment, which includes Apple Music, the App Store, Apple Pay, and Apple TV+ (among others), just set a June quarter record,  generating 19% of Apple's total revenue. Services also saw revenue records in each major category, including all-time records for Music, Cloud Services, Apple Care, and Payment Services.Apple TV+ began as something of an industry joke, with just eight programs and a documentary. But nobody's laughing now. Apple has netted more than 250 awards and over 1,100 nominations for its programming, including 52 Emmy Award nominations in 2022.5. Dividends: The gift that keeps on givingApple began paying a dividend again in 2012 and has amassed quite an impressive track record. The quarterly payout began at a split-adjusted $0.095 and has soared 143% in just ten years.This includes Apple's announcement earlier this year, which boosted the quarterly payout to $0.23 per share, an increase of 5% for 2022. That likely won't be the last increase as Apple is using less than 15% of its profits to fund the payout, giving the company plenty of opportunity for future increases.6. Fewer shares = a bigger slice of the Apple pieAnother highlight of Apple's shareholder-friendly policies is the company's strong share-repurchase plan. Apple began buying back shares in earnest in early 2013 and has never taken its foot off the gas. As a result, with each passing quarter, Apple shareholders own a larger share of the company. In fact, over the past 10 years, Apple's share count has declined by nearly 39%.Data by YCharts.As an example, the company retired roughly 1% of its shares in its fiscal third quarter and has no plans of slowing down. Earlier this year, Apple announced that it added another $90 billion to its existing share-repurchase program.","news_type":1,"symbols_score_info":{"AAPL":1}},"isVote":1,"tweetType":1,"viewCount":3461,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9080063082,"gmtCreate":1649819405961,"gmtModify":1676534583818,"author":{"id":"3579245419278799","authorId":"3579245419278799","name":"CF2607","avatar":"https://static.itradeup.com/news/0c0208c3358e920993128b1b9f6f7b90","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579245419278799","authorIdStr":"3579245419278799"},"themes":[],"htmlText":"Bravo","listText":"Bravo","text":"Bravo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9080063082","repostId":"2227664437","repostType":4,"isVote":1,"tweetType":1,"viewCount":814,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9015623538,"gmtCreate":1649474694175,"gmtModify":1676534518629,"author":{"id":"3579245419278799","authorId":"3579245419278799","name":"CF2607","avatar":"https://static.itradeup.com/news/0c0208c3358e920993128b1b9f6f7b90","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579245419278799","authorIdStr":"3579245419278799"},"themes":[],"htmlText":"Buy","listText":"Buy","text":"Buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9015623538","repostId":"1113138586","repostType":4,"repost":{"id":"1113138586","kind":"news","pubTimestamp":1649461821,"share":"https://ttm.financial/m/news/1113138586?lang=en_US&edition=fundamental","pubTime":"2022-04-09 07:50","market":"us","language":"en","title":"This $600 Million Fund Just Bought Palantir (PLTR) Stock. Here’s Why.","url":"https://stock-news.laohu8.com/highlight/detail?id=1113138586","media":"InvestorPlace","summary":"Shares of Palantir(NYSE:PLTR) are in the red today on a relatively quiet Friday. However, an investm","content":"<div>\n<p>Shares of Palantir(NYSE:PLTR) are in the red today on a relatively quiet Friday. However, an investment firm with $586 million in assets under management (AUM) recently submitted its Q1 13F form to ...</p>\n\n<a href=\"https://investorplace.com/2022/04/this-600-million-fund-just-bought-palantir-pltr-stock-heres-why/\">Source Link</a>\n\n</div>\n","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>This $600 Million Fund Just Bought Palantir (PLTR) Stock. Here’s Why.</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\">\nThis $600 Million Fund Just Bought Palantir (PLTR) Stock. Here’s Why.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-09 07:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/04/this-600-million-fund-just-bought-palantir-pltr-stock-heres-why/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Shares of Palantir(NYSE:PLTR) are in the red today on a relatively quiet Friday. However, an investment firm with $586 million in assets under management (AUM) recently submitted its Q1 13F form to ...</p>\n\n<a href=\"https://investorplace.com/2022/04/this-600-million-fund-just-bought-palantir-pltr-stock-heres-why/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://investorplace.com/2022/04/this-600-million-fund-just-bought-palantir-pltr-stock-heres-why/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113138586","content_text":"Shares of Palantir(NYSE:PLTR) are in the red today on a relatively quiet Friday. However, an investment firm with $586 million in assets under management (AUM) recently submitted its Q1 13F form to the U.S. Securities and Exchange Commission (SEC). Institutional investors must submit a 13F form to report their equity holdings at the end of each quarter. The filer, Spence Asset Management, disclosed that it had purchased over a million shares of Palantir during Q1.Spence Asset Management Buys PLTR StockSpence disclosed that it had purchased 1.39 million shares of Palantir. The firm was not required to report its purchase price, although the purchase occurred sometime during Q1. In Q1, Palantir traded in a range between $9.75 and $18.53. After the purchase, Palantir is now Spence’s ninth-largest position out of 35 total positions. At current prices, the firm’s PLTR stake is worth about $17.9 million.In addition, it can be assumed that Spence purchased PLTR stock as an investment and not as a trade. This is because the firm has an average holding period of 10.51 quarters, or 2.6 years. With the 13F filing, Spence also disclosed its entire stock portfolio. The firm’s top three positions as of Q1 are:Visa(NYSE:V): 174,920 shares.Mastercard(NYSE:MA): 103,915 shares.Alphabet(NASDAQ:GOOG): 11,465 shares.Who Else Is Betting Big On Palantir?Tracking aggregate institutional ownership is important, as these large funds provide liquidity and price support. Spence was early to file its 13F filing, as the deadline to submit the form is45 days after the end of each quarter. The end of Q1 occurred on March 31, so the deadline falls on May 16. As a result, most investment funds have not yet submitted a Q1 13F form.As of Q4, 791 funds reported owning Palantir, an increase of 10 funds from the prior quarter. Additionally, 153 funds reported initiating a new position, while 131 funds closed out their position. On top of that, the institutional put/call ratio tallies in at 1.6, which means that funds own more put options against PLTR stock than call options by a wide margin. With that in mind, let’s take a look at the top shareholders of the company:Peter Thiel, co-founder: 163.46 million shares.Vanguard Group: 127.43 million shares.BlackRock(NYSE:BLK): 84.96 million shares.State Street: 33.36 million shares.Morgan Stanley(NYSE:MS): 22.75 million shares.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":869,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9966335073,"gmtCreate":1669418603793,"gmtModify":1676538194140,"author":{"id":"3579245419278799","authorId":"3579245419278799","name":"CF2607","avatar":"https://static.itradeup.com/news/0c0208c3358e920993128b1b9f6f7b90","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579245419278799","authorIdStr":"3579245419278799"},"themes":[],"htmlText":"Soaring!!!!","listText":"Soaring!!!!","text":"Soaring!!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9966335073","repostId":"2285389313","repostType":4,"isVote":1,"tweetType":1,"viewCount":2782,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}