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2022-10-26

Very disappointed in Baba

Have Chinese Stocks Hit Bottom? BABA and NIO in Focus

2022-01-14

Like

3 Meme Stocks That Are Actually Solid Long-Term Picks

2022-06-14

[Grin] [Cry]

Sorry, the original content has been removed

2022-01-22

[smile] [smile]

Why I Sold These 3 High-Growth Tech Stocks

2022-02-09

[smile]

Alibaba Shares Jumped over 3% in Morning Trading

2025-05-21

Bullshit, when share price drops, it's time for the big shark to buy more!!!

UnitedHealth Shares Sink on HSBC Downgrade and Nursing Home Kickbacks

2022-01-16

Up

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2022-01-13

Ok

Sorry, the original content has been removed

2022-10-07

[Cool]

Have The P/E Ratios Of S&P 500 ETFs Dropped Into The Buy Range?

2022-05-17

Good

Buffett's Berkshire Buys Citigroup and Several Other Stocks, Slashes Verizon

Go to Tiger App to see more news

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How the CFO able to give such a big impact on the drop, yet is sharply drop. My stop limit was not even triggered. Could it be another&nbsp;manipulation?","listText":"Beat the earning result still called disappointing? How the CFO able to give such a big impact on the drop, yet is sharply drop. My stop limit was not even triggered. Could it be another&nbsp;manipulation?","text":"Beat the earning result still called disappointing? How the CFO able to give such a big impact on the drop, yet is sharply drop. My stop limit was not even triggered. Could it be another manipulation?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/465259155792424","repostId":"1153888088","repostType":2,"repost":{"id":"1153888088","kind":"news","weMediaInfo":{"introduction":"Track stock‘s movements and relevant news","home_visible":1,"media_name":"Stock Track","id":"1086803395","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1754611249,"share":"https://ttm.financial/m/news/1153888088?lang=en_US&edition=fundamental","pubTime":"2025-08-08 08:00","market":"sg","language":"en","title":"Stock Track | Trade Desk Stock Plunges 27.67% After Disappointing Guidance and CFO Change","url":"https://stock-news.laohu8.com/highlight/detail?id=1153888088","media":"Stock Track","summary":"Shares of Trade Desk Inc. (TTD) plummeted 27.67% in after-hours trading on Thursday following the release of its second-quarter earnings report and the announcement of a significant leadership...","content":"<p>Shares of Trade Desk Inc. (TTD) plummeted 27.67% in after-hours trading on Thursday following the release of its second-quarter earnings report and the announcement of a significant leadership change. The steep decline came despite the ad-tech company reporting revenue and adjusted earnings that met or slightly exceeded analyst expectations.</p>\n\n<p>Trade Desk reported Q2 revenue of $694 million, surpassing the estimate of $685.3 million, and adjusted earnings per share of $0.41, in line with expectations. However, investors were disappointed by several factors:</p>\n\n<p>1. September quarter guidance: The company's outlook for Q3 revenue of at least $717 million and adjusted EBITDA of $277 million merely met analyst expectations, failing to provide the upside investors were hoping for given the stock's recent strong performance.</p>\n\n<p>2. Slowing growth: Revenue growth slowed to 19% year-over-year, down from 25% in the previous quarter and 26% in the same period last year. This deceleration raised concerns about the company's ability to maintain its growth trajectory in the competitive digital advertising market.</p>\n\n<p>3. CFO transition: Trade Desk announced that Laura Schenkein would be stepping down as Chief Financial Officer after more than a decade with the company. Alex Kayyal, a board member with experience leading Salesforce's venture operations, was named as her successor effective August 21.</p>\n\n<p>The sharp stock decline suggests that investors may be reassessing Trade Desk's valuation and growth prospects in light of these developments. While the company continues to outpace the broader digital advertising market, the combination of in-line guidance, slowing growth, and a major leadership change has clearly spooked investors in the near term.</p>","source":"ai_movement_en","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Stock Track | Trade Desk Stock Plunges 27.67% After Disappointing Guidance and CFO Change</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nStock Track | Trade Desk Stock Plunges 27.67% After Disappointing Guidance and CFO Change\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086803395\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Stock Track </p>\n<p class=\"h-time\">2025-08-08 08:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Shares of Trade Desk Inc. (TTD) plummeted 27.67% in after-hours trading on Thursday following the release of its second-quarter earnings report and the announcement of a significant leadership change. The steep decline came despite the ad-tech company reporting revenue and adjusted earnings that met or slightly exceeded analyst expectations.</p>\n\n<p>Trade Desk reported Q2 revenue of $694 million, surpassing the estimate of $685.3 million, and adjusted earnings per share of $0.41, in line with expectations. However, investors were disappointed by several factors:</p>\n\n<p>1. September quarter guidance: The company's outlook for Q3 revenue of at least $717 million and adjusted EBITDA of $277 million merely met analyst expectations, failing to provide the upside investors were hoping for given the stock's recent strong performance.</p>\n\n<p>2. Slowing growth: Revenue growth slowed to 19% year-over-year, down from 25% in the previous quarter and 26% in the same period last year. This deceleration raised concerns about the company's ability to maintain its growth trajectory in the competitive digital advertising market.</p>\n\n<p>3. CFO transition: Trade Desk announced that Laura Schenkein would be stepping down as Chief Financial Officer after more than a decade with the company. Alex Kayyal, a board member with experience leading Salesforce's venture operations, was named as her successor effective August 21.</p>\n\n<p>The sharp stock decline suggests that investors may be reassessing Trade Desk's valuation and growth prospects in light of these developments. While the company continues to outpace the broader digital advertising market, the combination of in-line guidance, slowing growth, and a major leadership change has clearly spooked investors in the near term.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TTD":"Trade Desk Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153888088","content_text":"Shares of Trade Desk Inc. (TTD) plummeted 27.67% in after-hours trading on Thursday following the release of its second-quarter earnings report and the announcement of a significant leadership change. The steep decline came despite the ad-tech company reporting revenue and adjusted earnings that met or slightly exceeded analyst expectations.\nTrade Desk reported Q2 revenue of $694 million, surpassing the estimate of $685.3 million, and adjusted earnings per share of $0.41, in line with expectations. However, investors were disappointed by several factors:\n1. September quarter guidance: The company's outlook for Q3 revenue of at least $717 million and adjusted EBITDA of $277 million merely met analyst expectations, failing to provide the upside investors were hoping for given the stock's recent strong performance.\n2. Slowing growth: Revenue growth slowed to 19% year-over-year, down from 25% in the previous quarter and 26% in the same period last year. This deceleration raised concerns about the company's ability to maintain its growth trajectory in the competitive digital advertising market.\n3. CFO transition: Trade Desk announced that Laura Schenkein would be stepping down as Chief Financial Officer after more than a decade with the company. Alex Kayyal, a board member with experience leading Salesforce's venture operations, was named as her successor effective August 21.\nThe sharp stock decline suggests that investors may be reassessing Trade Desk's valuation and growth prospects in light of these developments. While the company continues to outpace the broader digital advertising market, the combination of in-line guidance, slowing growth, and a major leadership change has clearly spooked investors in the near term.","news_type":1,"symbols_score_info":{"TTD":1}},"isVote":1,"tweetType":1,"viewCount":1460,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":451322994180416,"gmtCreate":1751211860717,"gmtModify":1751211864809,"author":{"id":"4096718719919660","authorId":"4096718719919660","name":"Tigon","avatar":"https://static.tigerbbs.com/2d2b0711d2de98150b8eae42253a8f8d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096718719919660","authorIdStr":"4096718719919660"},"themes":[],"htmlText":"the stock that I bought most hold till now is Alibaba, so I am very disappointed with such a big company that have better performance than a lot of companies but still not able to pull the share price up. it makes your investors so disappointed!","listText":"the stock that I bought most hold till now is Alibaba, so I am very disappointed with such a big company that have better performance than a lot of companies but still not able to pull the share price up. it makes your investors so disappointed!","text":"the stock that I bought most hold till now is Alibaba, so I am very disappointed with such a big company that have better performance than a lot of companies but still not able to pull the share price up. it makes your investors so disappointed!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/451322994180416","isVote":1,"tweetType":1,"viewCount":1593,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":437426719142208,"gmtCreate":1747824533219,"gmtModify":1747827853173,"author":{"id":"4096718719919660","authorId":"4096718719919660","name":"Tigon","avatar":"https://static.tigerbbs.com/2d2b0711d2de98150b8eae42253a8f8d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096718719919660","authorIdStr":"4096718719919660"},"themes":[],"htmlText":"Bullshit, when share price drops, it's time for the big shark to buy more!!!","listText":"Bullshit, when share price drops, it's time for the big shark to buy more!!!","text":"Bullshit, when share price drops, it's time for the big shark to buy more!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/437426719142208","repostId":"2537698675","repostType":2,"repost":{"id":"2537698675","kind":"live","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":1747834790,"share":"https://ttm.financial/m/news/2537698675?lang=en_US&edition=fundamental","pubTime":"2025-05-21 21:39","market":"us","language":"en","title":"UnitedHealth Shares Sink on HSBC Downgrade and Nursing Home Kickbacks","url":"https://stock-news.laohu8.com/highlight/detail?id=2537698675","media":"Tiger Newspress","summary":"HSBC downgraded UnitedHealth shares, saying the recent rout has still not made the shares cheap enou","content":"<html><head></head><body><p style=\"text-align: start;\">HSBC downgraded UnitedHealth shares, saying the recent rout has still not made the shares cheap enough to buy given the risks to earnings head.</p><p style=\"text-align: start;\">The firm slashed UnitedHealth’s rating reduce from hold on Wednesday, and trimmed its price target to $270 per share from $490. HSBC’s forecast implies roughly 16% downside from Tuesday’s $321.58 close.</p><p style=\"text-align: start;\">Shares are down more than 36% in 2025, as UnitedHealth contends with multiple headwinds which include the exit of its CEO earlier this month as well as a Department of Justice investigation into allegations of fraud.</p><p>″[The] new CEO has opportunity to start on a clean(er) slate, but we see risk to earnings growth along with policy overhang,” analyst Sidharth Sahoo wrote on Wednesday.</p><p style=\"text-align: start;\">“While the bulls point to a 30% discount to historical P/E as an attractive entry point, we highlight three key reasons that could spoil the recovery journey,” added Sahoo, citing higher medical costs, political pressure on drug prices and lower overall profitability ahead, especially if there are cuts to Medicaid spending.</p><p style=\"text-align: start;\">The stock trades at a forward price-earnings ratio of just 13, near its lowest of the last 10 years, according to HSBC.</p><p style=\"text-align: start;\">UnitedHealth shares were down 5.3% in morning trading the HSBC call. The stock had garnered some interest recently from traders because of how deeply oversold the shares had become. The stock was up 10% since last Friday through Tuesday’s close.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/19fd136b025f543a695a9d7a7772947e\" tg-width=\"845\" tg-height=\"625\"/></p><p style=\"text-align: start;\">But HSBC thinks the fundamentals will deteriorate some more, further hitting the stock.</p><p style=\"text-align: start;\">“Regaining investor confidence by reminding of the vertically integrated value-based care offering can help UNH recover a part of the premium,” wrote the analyst. “But any further downward earnings revision would weigh on ROE and multiples.”</p><p>Meanwhile, UnitedHealth sank also following a Guardian investigation that claimed the healthcare giant secretly paid nursing homes bonuses to reduce hospital transfers and helped it gain Medicare enrollees.</p><p style=\"text-align: start;\">According to the Guardian report, the payments were part of a cost-cutting strategy embedded in UnitedHealth’s nursing home initiative, which deployed company medical teams to facilities across the country. These teams reportedly worked to limit hospitalizations.</p><p style=\"text-align: start;\">In some cases, the Guardian reported that “the company’s insertion of itself into nursing home emergency protocols helped delay or avert transfers for patients who could have benefited from immediate hospital care.”</p><p style=\"text-align: start;\">One man reportedly suffered permanent brain damage after a delayed transfer for a suspected stroke.</p><p style=\"text-align: start;\">The report cites internal documents, court filings, and whistleblower complaints alleging that UnitedHealth’s financial incentives led to delayed care and inappropriate pressure on staff to reduce hospital visits. </p><p style=\"text-align: start;\">“No one is truly investigating when a patient suffers harm,” a current UnitedHealth (NYSE:UNH) nurse practitioner told the Guardian.</p><p style=\"text-align: start;\">The Guardian said UnitedHealth denied the allegations, calling the claim that its staff blocked hospital transfers “verifiably false.” </p><p style=\"text-align: start;\">A former nurse practitioner, Maxwell Ollivant, told the Guardian he filed a congressional declaration urging the federal government to hold the company accountable.</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>UnitedHealth Shares Sink on HSBC Downgrade and Nursing Home Kickbacks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUnitedHealth Shares Sink on HSBC Downgrade and Nursing Home Kickbacks\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\">2025-05-21 21:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">HSBC downgraded UnitedHealth shares, saying the recent rout has still not made the shares cheap enough to buy given the risks to earnings head.</p><p style=\"text-align: start;\">The firm slashed UnitedHealth’s rating reduce from hold on Wednesday, and trimmed its price target to $270 per share from $490. HSBC’s forecast implies roughly 16% downside from Tuesday’s $321.58 close.</p><p style=\"text-align: start;\">Shares are down more than 36% in 2025, as UnitedHealth contends with multiple headwinds which include the exit of its CEO earlier this month as well as a Department of Justice investigation into allegations of fraud.</p><p>″[The] new CEO has opportunity to start on a clean(er) slate, but we see risk to earnings growth along with policy overhang,” analyst Sidharth Sahoo wrote on Wednesday.</p><p style=\"text-align: start;\">“While the bulls point to a 30% discount to historical P/E as an attractive entry point, we highlight three key reasons that could spoil the recovery journey,” added Sahoo, citing higher medical costs, political pressure on drug prices and lower overall profitability ahead, especially if there are cuts to Medicaid spending.</p><p style=\"text-align: start;\">The stock trades at a forward price-earnings ratio of just 13, near its lowest of the last 10 years, according to HSBC.</p><p style=\"text-align: start;\">UnitedHealth shares were down 5.3% in morning trading the HSBC call. The stock had garnered some interest recently from traders because of how deeply oversold the shares had become. The stock was up 10% since last Friday through Tuesday’s close.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/19fd136b025f543a695a9d7a7772947e\" tg-width=\"845\" tg-height=\"625\"/></p><p style=\"text-align: start;\">But HSBC thinks the fundamentals will deteriorate some more, further hitting the stock.</p><p style=\"text-align: start;\">“Regaining investor confidence by reminding of the vertically integrated value-based care offering can help UNH recover a part of the premium,” wrote the analyst. “But any further downward earnings revision would weigh on ROE and multiples.”</p><p>Meanwhile, UnitedHealth sank also following a Guardian investigation that claimed the healthcare giant secretly paid nursing homes bonuses to reduce hospital transfers and helped it gain Medicare enrollees.</p><p style=\"text-align: start;\">According to the Guardian report, the payments were part of a cost-cutting strategy embedded in UnitedHealth’s nursing home initiative, which deployed company medical teams to facilities across the country. These teams reportedly worked to limit hospitalizations.</p><p style=\"text-align: start;\">In some cases, the Guardian reported that “the company’s insertion of itself into nursing home emergency protocols helped delay or avert transfers for patients who could have benefited from immediate hospital care.”</p><p style=\"text-align: start;\">One man reportedly suffered permanent brain damage after a delayed transfer for a suspected stroke.</p><p style=\"text-align: start;\">The report cites internal documents, court filings, and whistleblower complaints alleging that UnitedHealth’s financial incentives led to delayed care and inappropriate pressure on staff to reduce hospital visits. </p><p style=\"text-align: start;\">“No one is truly investigating when a patient suffers harm,” a current UnitedHealth (NYSE:UNH) nurse practitioner told the Guardian.</p><p style=\"text-align: start;\">The Guardian said UnitedHealth denied the allegations, calling the claim that its staff blocked hospital transfers “verifiably false.” </p><p style=\"text-align: start;\">A former nurse practitioner, Maxwell Ollivant, told the Guardian he filed a congressional declaration urging the federal government to hold the company accountable.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2271345857.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (HKD) ACC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","LU0965509010.AUD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (AUDHDG) INC","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","LU0496365809.HKD":"TEMPLETON GLOBAL INCOME \"A\" (HKD) INC (Q)","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","SG9999017495.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"B\" (SGD) ACC","LU1069347547.HKD":"AB SICAV I - GLOBAL VALUE PORTFOLIO \"AD\" (HKD) INC","LU1153585028.USD":"BGF GLOBAL LONG-HORIZON EQUITY  \"A4\" (USD) INC","IE00BZ9MQY76.HKD":"FTGF CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (HKD) ACC","SGXZ81514606.USD":"大华环球创新基金A Acc USD","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","LU2361045086.USD":"WELLINGTON US QUALITY GROWTH \"A\" (USD) ACC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU1934455277.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"AD\" (USD) INC","LU1084165304.USD":"FIDELITY WORLD \"A\" (USD) ACC","IE00BJT1NW94.SGD":"JANUS HENDERSON GLOBAL LIFE SCIENCES \"A2\" (SGDHDG) ACC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU2491049909.HKD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (HKD) ACC","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","IE000M9KFDE8.USD":"NEUBERGER BERMAN US LARGE CAP VALUE \"A\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1003077747.HKD":"BGF GLOBAL EQUITY INCOME \"A6\" (HKDHDG) INC","LU0238689110.USD":"贝莱德环球动力股票基金","LU0553294199.USD":"BGF GLOBAL EQUITY INCOME \"A5G\" (USD) INC","LU2491050071.SGD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (SGDHDG) ACC","LU0912757837.SGD":"JPMorgan Investment Funds - Global Income A (mth) SGD-H","LU1670627923.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) ACC","LU1791710582.SGD":"Fidelity Global Demographics A-ACC-SGD (SGD/USD hedged)","LU2491050154.USD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (USD) ACC","LU1854103824.USD":"M&G (LUX) POSITIVE IMPACT \"A\" (USD) INC","UNH":"联合健康","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","LU1934455863.HKD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (HKD) ACC","LU0079474960.USD":"联博美国增长基金A","LU0545039389.USD":"BGF GLOBAL EQUITY INCOME \"A2\" ACC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU1061106388.HKD":"BGF WORLD HEALTHSCIENCE \"A2\" (HKDHDG) ACC","LU0965509101.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (SGDHDG) ACC","BK4534":"瑞士信贷持仓","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0122379950.USD":"贝莱德世界健康科学A2","IE00B19Z9P08.USD":"LEGG MASON CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (USD) INC"},"source_url":"https://www.investing.com/news/analyst-ratings/unitedhealth-stock-rating-cut-by-hsbc-to-reduce-target-to-270-93CH-4056217","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2537698675","content_text":"HSBC downgraded UnitedHealth shares, saying the recent rout has still not made the shares cheap enough to buy given the risks to earnings head.The firm slashed UnitedHealth’s rating reduce from hold on Wednesday, and trimmed its price target to $270 per share from $490. HSBC’s forecast implies roughly 16% downside from Tuesday’s $321.58 close.Shares are down more than 36% in 2025, as UnitedHealth contends with multiple headwinds which include the exit of its CEO earlier this month as well as a Department of Justice investigation into allegations of fraud.″[The] new CEO has opportunity to start on a clean(er) slate, but we see risk to earnings growth along with policy overhang,” analyst Sidharth Sahoo wrote on Wednesday.“While the bulls point to a 30% discount to historical P/E as an attractive entry point, we highlight three key reasons that could spoil the recovery journey,” added Sahoo, citing higher medical costs, political pressure on drug prices and lower overall profitability ahead, especially if there are cuts to Medicaid spending.The stock trades at a forward price-earnings ratio of just 13, near its lowest of the last 10 years, according to HSBC.UnitedHealth shares were down 5.3% in morning trading the HSBC call. The stock had garnered some interest recently from traders because of how deeply oversold the shares had become. The stock was up 10% since last Friday through Tuesday’s close.But HSBC thinks the fundamentals will deteriorate some more, further hitting the stock.“Regaining investor confidence by reminding of the vertically integrated value-based care offering can help UNH recover a part of the premium,” wrote the analyst. “But any further downward earnings revision would weigh on ROE and multiples.”Meanwhile, UnitedHealth sank also following a Guardian investigation that claimed the healthcare giant secretly paid nursing homes bonuses to reduce hospital transfers and helped it gain Medicare enrollees.According to the Guardian report, the payments were part of a cost-cutting strategy embedded in UnitedHealth’s nursing home initiative, which deployed company medical teams to facilities across the country. These teams reportedly worked to limit hospitalizations.In some cases, the Guardian reported that “the company’s insertion of itself into nursing home emergency protocols helped delay or avert transfers for patients who could have benefited from immediate hospital care.”One man reportedly suffered permanent brain damage after a delayed transfer for a suspected stroke.The report cites internal documents, court filings, and whistleblower complaints alleging that UnitedHealth’s financial incentives led to delayed care and inappropriate pressure on staff to reduce hospital visits. “No one is truly investigating when a patient suffers harm,” a current UnitedHealth (NYSE:UNH) nurse practitioner told the Guardian.The Guardian said UnitedHealth denied the allegations, calling the claim that its staff blocked hospital transfers “verifiably false.” A former nurse practitioner, Maxwell Ollivant, told the Guardian he filed a congressional declaration urging the federal government to hold the company accountable.","news_type":1,"symbols_score_info":{"UNH":0.9}},"isVote":1,"tweetType":1,"viewCount":2032,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":425320297644240,"gmtCreate":1744846882868,"gmtModify":1744846886012,"author":{"id":"4096718719919660","authorId":"4096718719919660","name":"Tigon","avatar":"https://static.tigerbbs.com/2d2b0711d2de98150b8eae42253a8f8d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096718719919660","authorIdStr":"4096718719919660"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a> look at the fundamental of the company, if still a good company, hold and buy every dip.","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a> look at the fundamental of the company, if still a good company, hold and buy every dip.","text":"$NVIDIA(NVDA)$ look at the fundamental of the company, if still a good company, hold and buy every dip.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/425320297644240","isVote":1,"tweetType":1,"viewCount":2029,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":403159486693856,"gmtCreate":1739461605101,"gmtModify":1739461608096,"author":{"id":"4096718719919660","authorId":"4096718719919660","name":"Tigon","avatar":"https://static.tigerbbs.com/2d2b0711d2de98150b8eae42253a8f8d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096718719919660","authorIdStr":"4096718719919660"},"themes":[],"htmlText":"where to check the earning calendar on Tiger apps?","listText":"where to check the earning calendar on Tiger apps?","text":"where to check the earning calendar on Tiger apps?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/403159486693856","isVote":1,"tweetType":1,"viewCount":3346,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":356519832526960,"gmtCreate":1728050448618,"gmtModify":1728050453243,"author":{"id":"4096718719919660","authorId":"4096718719919660","name":"Tigon","avatar":"https://static.tigerbbs.com/2d2b0711d2de98150b8eae42253a8f8d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096718719919660","authorIdStr":"4096718719919660"},"themes":[],"htmlText":"card 1, 8 and card 5, 7 <a href=\"https://ttm.financial/U/3527667592269412\"> @OptionsTracker </a>","listText":"card 1, 8 and card 5, 7 <a href=\"https://ttm.financial/U/3527667592269412\"> @OptionsTracker </a>","text":"card 1, 8 and card 5, 7 @OptionsTracker","images":[{"img":"https://community-static.tradeup.com/news/d7183931f9bbc52fdec974b447acdabd"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/356519832526960","isVote":1,"tweetType":1,"viewCount":2913,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9946738890,"gmtCreate":1681051866011,"gmtModify":1681051867722,"author":{"id":"4096718719919660","authorId":"4096718719919660","name":"Tigon","avatar":"https://static.tigerbbs.com/2d2b0711d2de98150b8eae42253a8f8d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096718719919660","authorIdStr":"4096718719919660"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9946738890","repostId":"9946702398","repostType":1,"repost":{"id":9946702398,"gmtCreate":1681046809914,"gmtModify":1681050985446,"author":{"id":"3574817634787540","authorId":"3574817634787540","name":"Investing1o1","avatar":"https://static.tigerbbs.com/869af641e674f7af0746de54f8a021b4","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574817634787540","authorIdStr":"3574817634787540"},"themes":[],"htmlText":"‌<a href=\"https://laohu8.com/S/.SPX\">$S&amp;P 500(.SPX)$ &nbsp;</a>‌ Weakness seen last week as we were talking about a pullback coming early week! Will it continue lower or is the rally about to continue?! Good NFP report! More hikes and for longer! FFR Futures are pricing in over 60% of 25BP hikes coming up on May! Bulls pivot dream is gone! FEDs will likely overtighten and something else which nobody is taking notice of will break! CRE loans is something everyone is talking about being the next black swan but a black swan is when nobody is expecting and looking at. It will also be something which the FED will not be able to fix with its tools available! Watch the video to find out what to expect the following week! We nailed last week and looking forward to nail the following week","listText":"‌<a href=\"https://laohu8.com/S/.SPX\">$S&amp;P 500(.SPX)$ &nbsp;</a>‌ Weakness seen last week as we were talking about a pullback coming early week! Will it continue lower or is the rally about to continue?! Good NFP report! More hikes and for longer! FFR Futures are pricing in over 60% of 25BP hikes coming up on May! Bulls pivot dream is gone! FEDs will likely overtighten and something else which nobody is taking notice of will break! CRE loans is something everyone is talking about being the next black swan but a black swan is when nobody is expecting and looking at. It will also be something which the FED will not be able to fix with its tools available! Watch the video to find out what to expect the following week! We nailed last week and looking forward to nail the following week","text":"‌$S&P 500(.SPX)$ ‌ Weakness seen last week as we were talking about a pullback coming early week! Will it continue lower or is the rally about to continue?! Good NFP report! More hikes and for longer! FFR Futures are pricing in over 60% of 25BP hikes coming up on May! Bulls pivot dream is gone! FEDs will likely overtighten and something else which nobody is taking notice of will break! CRE loans is something everyone is talking about being the next black swan but a black swan is when nobody is expecting and looking at. It will also be something which the FED will not be able to fix with its tools available! Watch the video to find out what to expect the following week! We nailed last week and looking forward to nail the following week","images":[{"img":"https://community-static.tradeup.com/news/aa564106dfdc351db1f88399b2ae161a","width":"200","height":"200"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9946702398","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3137,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941569471,"gmtCreate":1680438267394,"gmtModify":1680438271370,"author":{"id":"4096718719919660","authorId":"4096718719919660","name":"Tigon","avatar":"https://static.tigerbbs.com/2d2b0711d2de98150b8eae42253a8f8d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096718719919660","authorIdStr":"4096718719919660"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941569471","repostId":"9941587887","repostType":1,"repost":{"id":9941587887,"gmtCreate":1680434838450,"gmtModify":1680437829468,"author":{"id":"3479274819487659","authorId":"3479274819487659","name":"The Finance Hydra","avatar":"https://community-static.tradeup.com/news/a242a9be28de8ea5e320d9cee36651ca","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3479274819487659","authorIdStr":"3479274819487659"},"themes":[],"htmlText":"\n \n \n  TESLA Stock: The Next Rally Has Started.\n \n","listText":"TESLA Stock: The Next Rally Has Started.","text":"TESLA Stock: The Next Rally Has Started.","images":[],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941587887","isVote":1,"tweetType":2,"object":{"id":"b02b191ded6e421d86a4a118c0e7551d","tweetId":"9941587887","title":"TESLA Stock: The Next Rally Has Started.","videoUrl":"http://v.tigerbbs.com/1680434832448e1b27eee45c991ac0fc33021c5438a6b.mp4","poster":"https://static.tigerbbs.com/bc98b53dd4c09640e0799843fd249a19","shareLink":"http://v.tigerbbs.com/1680434832448e1b27eee45c991ac0fc33021c5438a6b.mp4"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2800,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943692866,"gmtCreate":1679392965955,"gmtModify":1679392969559,"author":{"id":"4096718719919660","authorId":"4096718719919660","name":"Tigon","avatar":"https://static.tigerbbs.com/2d2b0711d2de98150b8eae42253a8f8d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096718719919660","authorIdStr":"4096718719919660"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943692866","repostId":"9943696336","repostType":1,"repost":{"id":9943696336,"gmtCreate":1679391975225,"gmtModify":1679392469914,"author":{"id":"4110446958625042","authorId":"4110446958625042","name":"Robert J. Teuwissen","avatar":"https://community-static.tradeup.com/news/b028941e5a947604ea7fc2e4de2b1c4c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4110446958625042","authorIdStr":"4110446958625042"},"themes":[],"title":"Disinflation 2.0","htmlText":"Since Powell started talking about disinflation it has started to look more like disillusionment, while the arguments for disinflation still stand straight. Disinflation is sharply declining inflation, and although inflation has been clearly declining over the past few months, better-than-expected unemployment figures and better-than-expected inflation rates are increasingly calling into question the process of disinflation. Early last week, there was even a 70 percent chance that the Federal Reserve will raise interest rates by 50 basis points at its March 21-22 meeting. By the end of the week, that had dropped to a 30 percent chance, helped by the bank run on Silicon Valley Bank. That misfortune was caused in part by the Fed's tightening. Meanwhile, the money supply in the United States","listText":"Since Powell started talking about disinflation it has started to look more like disillusionment, while the arguments for disinflation still stand straight. Disinflation is sharply declining inflation, and although inflation has been clearly declining over the past few months, better-than-expected unemployment figures and better-than-expected inflation rates are increasingly calling into question the process of disinflation. Early last week, there was even a 70 percent chance that the Federal Reserve will raise interest rates by 50 basis points at its March 21-22 meeting. By the end of the week, that had dropped to a 30 percent chance, helped by the bank run on Silicon Valley Bank. That misfortune was caused in part by the Fed's tightening. Meanwhile, the money supply in the United States","text":"Since Powell started talking about disinflation it has started to look more like disillusionment, while the arguments for disinflation still stand straight. Disinflation is sharply declining inflation, and although inflation has been clearly declining over the past few months, better-than-expected unemployment figures and better-than-expected inflation rates are increasingly calling into question the process of disinflation. Early last week, there was even a 70 percent chance that the Federal Reserve will raise interest rates by 50 basis points at its March 21-22 meeting. By the end of the week, that had dropped to a 30 percent chance, helped by the bank run on Silicon Valley Bank. That misfortune was caused in part by the Fed's tightening. Meanwhile, the money supply in the United States","images":[{"img":"https://community-static.tradeup.com/news/5296b442483c809a7149449708885b77","width":"751","height":"373"},{"img":"https://community-static.tradeup.com/news/f80a6537d5020f8b90982aae3ed32960","width":"753","height":"318"},{"img":"https://community-static.tradeup.com/news/0e71ca0f40ebb2048f41e8659a1234e0","width":"657","height":"546"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943696336","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3000,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949605391,"gmtCreate":1678547769613,"gmtModify":1678588510390,"author":{"id":"4096718719919660","authorId":"4096718719919660","name":"Tigon","avatar":"https://static.tigerbbs.com/2d2b0711d2de98150b8eae42253a8f8d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096718719919660","authorIdStr":"4096718719919660"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/JD\">$JD.com(JD)$ &nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/JD\">$JD.com(JD)$ &nbsp;</a>","text":"$JD.com(JD)$","images":[{"img":"https://community-static.tradeup.com/news/f11aaeab3a73d3d4fda78fe6523cb7b4","width":"1080","height":"2182"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949605391","isVote":1,"tweetType":1,"viewCount":2950,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9957915636,"gmtCreate":1676887440725,"gmtModify":1676887444992,"author":{"id":"4096718719919660","authorId":"4096718719919660","name":"Tigon","avatar":"https://static.tigerbbs.com/2d2b0711d2de98150b8eae42253a8f8d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096718719919660","authorIdStr":"4096718719919660"},"themes":[],"htmlText":"Hopefully&nbsp;","listText":"Hopefully&nbsp;","text":"Hopefully","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957915636","repostId":"2312024802","repostType":4,"repost":{"id":"2312024802","kind":"highlight","pubTimestamp":1676875886,"share":"https://ttm.financial/m/news/2312024802?lang=en_US&edition=fundamental","pubTime":"2023-02-20 14:51","market":"us","language":"en","title":"3 Bear Market Buys That Could Rise 29% to 146%, According to Wall Street","url":"https://stock-news.laohu8.com/highlight/detail?id=2312024802","media":"Motley Fool","summary":"These companies have key advantages that could be seriously undervalued by the market.","content":"<div>\n<p>There's no better time to put your money to work than when stocks are in the tank. Pessimism over the economy can lead to significant undervaluation of the best businesses, and that means lucrative ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/02/18/3-bear-market-buys-rise-29-to-146-wall-street/\">Source Link</a>\n\n</div>\n","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Bear Market Buys That Could Rise 29% to 146%, According to Wall Street</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Bear Market Buys That Could Rise 29% to 146%, According to Wall Street\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-20 14:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/02/18/3-bear-market-buys-rise-29-to-146-wall-street/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>There's no better time to put your money to work than when stocks are in the tank. Pessimism over the economy can lead to significant undervaluation of the best businesses, and that means lucrative ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/02/18/3-bear-market-buys-rise-29-to-146-wall-street/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"W":"Wayfair","DECK":"Deckers Outdoor Corporation","WBD":"WARNER BROS DISCOVERY INC"},"source_url":"https://www.fool.com/investing/2023/02/18/3-bear-market-buys-rise-29-to-146-wall-street/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2312024802","content_text":"There's no better time to put your money to work than when stocks are in the tank. Pessimism over the economy can lead to significant undervaluation of the best businesses, and that means lucrative investing opportunities for patient investors.After the sharp sell-off last year, the S&P 500 index has rebounded about 8% year to date, but there are still many top names that have significant upside, according to Wall Street analysts.Three Motley Fool contributors found three stocks, where analysts have set price targets well above their current quote. Here's why Wayfair , Deckers Outdoor, and Warner Bros. Discovery could deliver great returns.Wayfair stock: 146% upsideJennifer Saibil (Wayfair): Wayfair stock lost 82% of its value in 2022, outdoing many plummeting stocks. However, it's up a whopping 53% so far in 2023, and a company turnaround is already happening.Wayfair sales skyrocketed at the beginning of the pandemic. Shoppers focusing on home improvement while stuck indoors scooped up Wayfair's trendy and moderately priced furniture and home products, and the company posted a profit for the first time.However, that changed drastically in the aftermath. Sales plunged, and net loss is back where it was before.W Revenue (Quarterly) data by YChartsHowever, the company's model is still intact, and the long-term opportunity looks compelling. It operates under several banners, such as Wayfair and Perigold, that range from midprice through luxury, giving it exposure to a large part of the population. It works through a dropship model, which means that it provides a platform for third-party sellers to feature their products.For the most part, it does not need to hold inventory, and it only \"buys\" products when it records its own sale. However, many of its suppliers use Wayfair's delivery systems, giving it more control over the process. That should ultimately provide it with a way to become very profitable, although it took two steps back last year.However, the steps it is taking to build relationships are bearing fruit. Despite the decline in customer count and revenue, active customers continue to engage. In the 2022 third quarter, average order value increased from $285 in 2021 to $325, and revenue per active customer increased 13% to $547 for the trailing 12 months.In January, investors enthusiastically greeted the news that Wayfair would be cutting 10% of its workforce. That was an addition to a cost-reduction plan launched in August to save $1.4 billion annually and break even in adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) in 2023.Wayfair stock trades at the incredibly low price-to-sales ratio of 0.4. Risk-averse investors may want to wait on Wayfair right now, but the likelihood of a comeback looks strong, and the long-term opportunity is exciting.Deckers Outdoor stock: 29% upsideJeremy Bowman (Deckers): Deckers, the diversified footwear company, may be best known for Uggs, the sheepskin boots that were all the rage a decade ago, but lately there's another shoe that's been driving the company's performance: its Hoka running sneakers.The success of Hoka has helped make Deckers a big winner on the market over the last year during a tough period for consumer discretionary stocks, as shares of the footwear maker have nearly doubled from their lows last spring.In its most recent earnings report, sales of Hokas nearly doubled, jumping 90.8% to $352.1 million, which could portend further growth for the running shoe. Hoka still trails Ugg as the company's biggest brand, but that could change if the current momentum continues, and Wall Street seems to be taking notice.UBS analyst Jay Sole raised his price target on the stock from $530 to $540 following the company's recent earnings report, calling Hoka \"one of the fastest-growing footwear brands in the world.\" Sole suggested that the stock was undervalued, given its ability to gain market share during a difficult macro environment.Sole's price target implies a 29% upside in the stock, and given Deckers' momentum since the spring, the stock seems like a good bet to get there, especially given the buzz around Hoka, which is penetrating a large addressable market in running and casual/comfort sneakers.The company just reported its fiscal third quarter and raised its guidance for the fiscal year to call for 11% to 12% revenue growth. If it can maintain that momentum into fiscal 2024, the stock should continue to be a winner.Warner Bros. Discovery stock: 40% upsideJohn Ballard (Warner Bros. Discovery): Streaming has come a long way over the last decade, but top media companies still have a lot of work to do to catch Netflix.One stock to keep an eye on is Warner Bros. Discovery. This top media stock fell hard last year with the broader market, but investors shouldn't discount the growth potential of the iconic film studio. Bank of America analyst Jessica Reif has a buy rating on the stock with a $21 price target, representing 40% upside from the current share price.The company has an attractive collection of media properties that the market is underestimating at these low share prices. The company was created from the merger of AT&T's WarnerMedia and Discovery in April 2022, which brought together several top cable networks, in addition to HBO and Warner Bros. Pictures, all under one corporate roof.The stock is down mostly due to uncertainty around the near-term advertising market, as well as the slowing growth in streaming coming out of the pandemic. These headwinds have weighed heavily on the company's revenue growth, which fell 5% year over year on an adjusted basis in the third quarter.Management is implementing a plan to realize at least $3.5 billion in synergies beyond 2024. This should significantly improve earnings and free cash flow. This is why Bank of America calls Warner Bros. the \"best value in media.\"The direct-to-consumer business added 2.8 million subscribers last quarter, bringing the total to nearly 95 million. There's growing demand for streaming, and Warner Bros. has the content to create long-term value for shareholders.With the stock currently trading around 12 times management's 2022 free cash flow guidance, investors are getting a steal.","news_type":1,"symbols_score_info":{"WBD":0.9,"DECK":0.9,"W":0.9}},"isVote":1,"tweetType":1,"viewCount":2377,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957915874,"gmtCreate":1676887369398,"gmtModify":1676887372513,"author":{"id":"4096718719919660","authorId":"4096718719919660","name":"Tigon","avatar":"https://static.tigerbbs.com/2d2b0711d2de98150b8eae42253a8f8d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096718719919660","authorIdStr":"4096718719919660"},"themes":[],"htmlText":"Agree","listText":"Agree","text":"Agree","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957915874","repostId":"2312725452","repostType":4,"repost":{"id":"2312725452","kind":"highlight","pubTimestamp":1676877144,"share":"https://ttm.financial/m/news/2312725452?lang=en_US&edition=fundamental","pubTime":"2023-02-20 15:12","market":"us","language":"en","title":"Better Buy: Amazon vs. Disney","url":"https://stock-news.laohu8.com/highlight/detail?id=2312725452","media":"Motley Fool","summary":"These two giants operate different businesses, but they both have varied revenue streams, make tons of money, and have enormous future opportunities.","content":"<div>\n<p>Amazon and Walt Disney are two of the most hotly debated stocks on the market today. They operate in different industries, but they're both huge entities with varied businesses that are chock-full of ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/02/17/better-buy-amazon-vs-disney/\">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>Better Buy: Amazon vs. Disney</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\">\nBetter Buy: Amazon vs. Disney\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-20 15:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/02/17/better-buy-amazon-vs-disney/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon and Walt Disney are two of the most hotly debated stocks on the market today. They operate in different industries, but they're both huge entities with varied businesses that are chock-full of ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/02/17/better-buy-amazon-vs-disney/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼","AMZN":"亚马逊"},"source_url":"https://www.fool.com/investing/2023/02/17/better-buy-amazon-vs-disney/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2312725452","content_text":"Amazon and Walt Disney are two of the most hotly debated stocks on the market today. They operate in different industries, but they're both huge entities with varied businesses that are chock-full of moving parts. Are they both on the \"winners keep winning\" team? Is there anything that makes one of them a better buy than the other today?There's a lot to analyze here, so let's roll up our sleeves and get to work.Amazon is muddling through tough conditionsBoth Amazon and Disney have enjoyed fabulous growth over many decades, benefiting immensely under favorable market conditions. They both stand out in that way, having leveraged a positive economic climate to grow their businesses and leave rivals in the dust.Amazon got a big boost at the beginning of the pandemic, when all of its units flourished. Now, it's struggling to match those incredible numbers, winding down infrastructure it quickly built up to meet soaring demand and managing through increased costs.In the 2022 fourth quarter, revenue increased 9% over the prior year, which beat internal guidance. But the past few quarters have seen a huge slowdown, and even Amazon Web Services (AWS), which has been a reliable generator of high growth, has been decelerating. Q4 AWS sales increased 20% over the prior year, whereas up until now year-over-year sales have increased 30%.In 2022, Amazon also posted its first annual net loss since 2014. Much of that was due to its investment in Rivian Automotive, but even backing that out and looking at operating income, that fell from $24.9 billion last year to $12.2 billion in 2022.Disney is getting back on its feetDisney, on the other hand, was severely impacted at the beginning of the pandemic because it had to close down all of its parks and in-person experiences, which at the time comprised its biggest segment. Revenue literally came down to $0 for some time from certain activities. However, it was somewhat offset by the newly launched Disney+ streaming service, which demonstrated incredible growth.Now parks have reopened to a fantastic reception, and management has been able to raise prices because demand is so strong. At the same time, streaming growth has slowed, and subscriptions actually declined year over year in the first quarter of fiscal 2023 (ended Dec. 31). Revenue increased a tepid 8% over last year in the first quarter.Losses at Disney+ have been making investors nervous, and already at the end of the fourth quarter management had said it would begin slowing spending. The increase in streaming losses in the first quarter was narrower than in the previous quarter, but there's still a lot of work to do there. Management reiterated that it expects Disney+ to be profitable by the end of 2024.Still, Disney's overall operating margin is a lot better than Amazon's, both in the current environment and even more so when the economy is doing well.AMZN Operating Margin (Quarterly) data by YChartsAmazon had a very smooth CEO transition last year when Jeff Bezos handed over the reins to Andy Jassy, but Disney has experienced a dramatic CEO change as the board removed Bob Chapek and reinstated Bob Iger. He has already made sweeping changes, and the market is receiving his return very favorably. However, there's some built-in volatility because he's only back in the driver's seat for a two-year run.Tremendous future opportunitiesDespite the current pressure, both of these companies are well-seasoned in how to grow profitably, and they both have plenty of new products and services to keep their cash registers ringing.Amazon is launching an entirely new healthcare platform after acquiring One Medical last year, and its ad business continues to grow nicely. Amazon Prime continues to generate healthy sales and gain new members. The company is also making headway with its just-walk-out, cashierless technology, which it's using successfully in its own physical stores and is also licensing out to clients. There doesn't seem to be any industry that's off limits to management's thinking.Meanwhile, Disney is pumping out new content, both on its streaming platforms and in theaters. Avatar: The Way of Water was released in December and has already worked its way up to become the fourth-highest-grossing film in history.Marvel has been a huge asset since Disney acquired it in 2009, under Iger's direction, and accounted for three of the top 10 highest-grossing films of 2022. Marvel has three movies scheduled for release in 2023 and a film slate straight through 2026 in addition to streaming content.Iger mentioned that Disney's studios are also working on new sequels to Toy Story, Frozen, and Zootopia, and these kinds of franchises give Disney almost endless opportunities to expand sales.Where does valuation fit in?Amazon stock trades at a price-to-sales (P/S) ratio of 1.9, while Disney stock trades at 2.3 times sales. Both of these are low valuations for companies that have strong potential.AMZN PS Ratio data by YChartsSomething I would note about this chart is that both P/S ratios have been moving in tandem over the past year, even though they weren't in previous years. When investors are more cautious, they tend to price stocks more firmly in line with current performance. Both of these stocks look cheap today when compared with both historical trends as well as potential.Which stock is the better buy?The contest looks pretty close here. Both companies are industry leaders with long-term potential that are experiencing pressure in the current climate. They demonstrated almost the same amount of revenue growth in the most recent quarter, although for Disney it topped $23 billion and for Amazon it topped $149 billion.If I had to choose one, I would say Amazon is more of a sure thing because of its steady Prime and AWS businesses, and its ability to dominate different industries. But if you're looking to add a long-term winner to your portfolio, either of these will do. I frequently recommend them both.","news_type":1,"symbols_score_info":{"DIS":0.9,"AMZN":1}},"isVote":1,"tweetType":1,"viewCount":1699,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957032947,"gmtCreate":1676731755990,"gmtModify":1676731760014,"author":{"id":"4096718719919660","authorId":"4096718719919660","name":"Tigon","avatar":"https://static.tigerbbs.com/2d2b0711d2de98150b8eae42253a8f8d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096718719919660","authorIdStr":"4096718719919660"},"themes":[],"htmlText":"[Great]&nbsp;","listText":"[Great]&nbsp;","text":"[Great]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957032947","repostId":"2312265717","repostType":2,"isVote":1,"tweetType":1,"viewCount":1775,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9955534493,"gmtCreate":1675525410312,"gmtModify":1676539007110,"author":{"id":"4096718719919660","authorId":"4096718719919660","name":"Tigon","avatar":"https://static.tigerbbs.com/2d2b0711d2de98150b8eae42253a8f8d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096718719919660","authorIdStr":"4096718719919660"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9955534493","repostId":"2308831608","repostType":2,"repost":{"id":"2308831608","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":1675413525,"share":"https://ttm.financial/m/news/2308831608?lang=en_US&edition=fundamental","pubTime":"2023-02-03 16:38","market":"us","language":"en","title":"Baidu Plans a ChatGPT Rival. The Chinese Internet Giant's Stock Could Reap the Returns","url":"https://stock-news.laohu8.com/highlight/detail?id=2308831608","media":"Dow Jones","summary":"Talk about buying the rumor. Baidu, China's leading internet search provider, let it be known on Jan","content":"<html><head></head><body><p>Talk about buying the rumor. <a href=\"https://laohu8.com/S/BIDU\">Baidu</a>, China&#39;s leading internet search provider, let it be known on Jan. 30 that it will launch a so-called chatbot powered by artificial intelligence, akin to the ChatGPT system that has seized global imaginations.</p><p>Its U.S.-listed shares (ticker: BIDU) are up 9%. Markets acting rationally? Maybe. Baidu copycatting ChatGPT within months, assuming it delivers as promised in March, may paradoxically indicate that chatbots aren&#39;t really worth much, at least in their current form.</p><p>The technology will be hard to build a moat around, says Matthew Sheehan, a Carnegie Endowment for International Peace fellow who focuses on AI. Other players on both side of the Pacific -- Alphabet <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a>, Tencent Holdings (700.Hong Kong), Alibaba Group Holding <a href=\"https://laohu8.com/S/BABA\">$(BABA)$</a> -- may just be waiting to learn from the first movers&#39; mistakes. &#34;There&#39;s a question how commoditized this technology will be,&#34; he says. &#34;All the theoretical breakthroughs are in the public domain.&#34;</p><p>The value for Baidu could lie elsewhere: cementing its de facto status as China&#39;s AI champion. The company&#39;s growth from search-driven advertising peaked some time ago. Shares are down 40% over the past five years. That pushed Baidu into sustained investments in AI, notably autonomous driving technology.</p><p>The company&#39;s &#34;robotaxi&#34; fleet should double this year to 2,000, while an electric-vehicle joint venture with Geely Automobile Holdings (175. Hong Kong) gathers momentum. &#34;The market undervalues some of the growth from these new areas,&#34; says Sharukh Malik, a portfolio manager for Asian equities at Guinness Asset Management.</p><p>Baidu&#39;s slower growth shielded it somewhat from the regulatory storm that broke over Alibaba, Tencent, and others during the past two years. &#34;Baidu has been under less regulatory pressure,&#34; says Vivian Lin Thurston, an emerging markets portfolio manager at William Blair.</p><p>Baidu is working with government on a &#34;smart crossroads&#34; initiative, Malik adds, deploying its AI systems to adjust traffic lights according to traffic flows. &#34;Baidu is showing its ability to take part in the build-out of national infrastructure,&#34; he says.</p><p>China&#39;s near-immediate answer to ChatGPT -- again, if Baidu fulfills its promise -- also sends a message to the U.S. If Washington&#39;s clampdown on semiconductor exports is meant to keep China from advanced applications like AI, it isn&#39;t working too well so far.</p><p>Baidu is using chips from its own Kunlun subsidiary. Sitting on data from one billion or so users, with fewer pesky privacy restrictions, can be as important as hardware for AI development.</p><p>That could be Chinese companies&#39; secret sauce, says Jason Hsu, chief investment officer at Rayliant Global Advisors. &#34;China having more data points and less data privacy makes the AI race a lot more even,&#34; he says.</p><p>That race looks to be on in earnest and in public now, whether the chatbots thrive or flop, The drive for AI is rekindling animal spirits among techies, and their investors, as yesterday&#39;s sensations -- search, social media, e-commerce -- lose some luster.</p><p>That&#39;s good news for &#34;tech enablers&#34; like out-of-fashion chip manufacturers, says Pruksa Iamtongthong, senior investment director at asset manager abrdn. &#34;The intuitive winner here is a company like TSMC [ Taiwan Semiconductor Manufacturing <a href=\"https://laohu8.com/S/TSM\">$(TSM)$</a>],&#34; she says.</p><p>Hype can be its own reward too, for a while, Hsu adds. &#34;I don&#39;t quite see the fundamental relevance of all this,&#34; he says. &#34;But sentiment will keep steering capital to anything that can claim a connection to China&#39;s version of ChatGPT.&#34;</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Baidu Plans a ChatGPT Rival. The Chinese Internet Giant's Stock Could Reap the Returns</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\">\nBaidu Plans a ChatGPT Rival. The Chinese Internet Giant's Stock Could Reap the Returns\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\">2023-02-03 16:38</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Talk about buying the rumor. <a href=\"https://laohu8.com/S/BIDU\">Baidu</a>, China&#39;s leading internet search provider, let it be known on Jan. 30 that it will launch a so-called chatbot powered by artificial intelligence, akin to the ChatGPT system that has seized global imaginations.</p><p>Its U.S.-listed shares (ticker: BIDU) are up 9%. Markets acting rationally? Maybe. Baidu copycatting ChatGPT within months, assuming it delivers as promised in March, may paradoxically indicate that chatbots aren&#39;t really worth much, at least in their current form.</p><p>The technology will be hard to build a moat around, says Matthew Sheehan, a Carnegie Endowment for International Peace fellow who focuses on AI. Other players on both side of the Pacific -- Alphabet <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a>, Tencent Holdings (700.Hong Kong), Alibaba Group Holding <a href=\"https://laohu8.com/S/BABA\">$(BABA)$</a> -- may just be waiting to learn from the first movers&#39; mistakes. &#34;There&#39;s a question how commoditized this technology will be,&#34; he says. &#34;All the theoretical breakthroughs are in the public domain.&#34;</p><p>The value for Baidu could lie elsewhere: cementing its de facto status as China&#39;s AI champion. The company&#39;s growth from search-driven advertising peaked some time ago. Shares are down 40% over the past five years. That pushed Baidu into sustained investments in AI, notably autonomous driving technology.</p><p>The company&#39;s &#34;robotaxi&#34; fleet should double this year to 2,000, while an electric-vehicle joint venture with Geely Automobile Holdings (175. Hong Kong) gathers momentum. &#34;The market undervalues some of the growth from these new areas,&#34; says Sharukh Malik, a portfolio manager for Asian equities at Guinness Asset Management.</p><p>Baidu&#39;s slower growth shielded it somewhat from the regulatory storm that broke over Alibaba, Tencent, and others during the past two years. &#34;Baidu has been under less regulatory pressure,&#34; says Vivian Lin Thurston, an emerging markets portfolio manager at William Blair.</p><p>Baidu is working with government on a &#34;smart crossroads&#34; initiative, Malik adds, deploying its AI systems to adjust traffic lights according to traffic flows. &#34;Baidu is showing its ability to take part in the build-out of national infrastructure,&#34; he says.</p><p>China&#39;s near-immediate answer to ChatGPT -- again, if Baidu fulfills its promise -- also sends a message to the U.S. If Washington&#39;s clampdown on semiconductor exports is meant to keep China from advanced applications like AI, it isn&#39;t working too well so far.</p><p>Baidu is using chips from its own Kunlun subsidiary. Sitting on data from one billion or so users, with fewer pesky privacy restrictions, can be as important as hardware for AI development.</p><p>That could be Chinese companies&#39; secret sauce, says Jason Hsu, chief investment officer at Rayliant Global Advisors. &#34;China having more data points and less data privacy makes the AI race a lot more even,&#34; he says.</p><p>That race looks to be on in earnest and in public now, whether the chatbots thrive or flop, The drive for AI is rekindling animal spirits among techies, and their investors, as yesterday&#39;s sensations -- search, social media, e-commerce -- lose some luster.</p><p>That&#39;s good news for &#34;tech enablers&#34; like out-of-fashion chip manufacturers, says Pruksa Iamtongthong, senior investment director at asset manager abrdn. &#34;The intuitive winner here is a company like TSMC [ Taiwan Semiconductor Manufacturing <a href=\"https://laohu8.com/S/TSM\">$(TSM)$</a>],&#34; she says.</p><p>Hype can be its own reward too, for a while, Hsu adds. &#34;I don&#39;t quite see the fundamental relevance of all this,&#34; he says. &#34;But sentiment will keep steering capital to anything that can claim a connection to China&#39;s version of ChatGPT.&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BIDU":"百度","09888":"百度集团-SW"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2308831608","content_text":"Talk about buying the rumor. Baidu, China's leading internet search provider, let it be known on Jan. 30 that it will launch a so-called chatbot powered by artificial intelligence, akin to the ChatGPT system that has seized global imaginations.Its U.S.-listed shares (ticker: BIDU) are up 9%. Markets acting rationally? Maybe. Baidu copycatting ChatGPT within months, assuming it delivers as promised in March, may paradoxically indicate that chatbots aren't really worth much, at least in their current form.The technology will be hard to build a moat around, says Matthew Sheehan, a Carnegie Endowment for International Peace fellow who focuses on AI. Other players on both side of the Pacific -- Alphabet $(GOOGL)$, Tencent Holdings (700.Hong Kong), Alibaba Group Holding $(BABA)$ -- may just be waiting to learn from the first movers' mistakes. \"There's a question how commoditized this technology will be,\" he says. \"All the theoretical breakthroughs are in the public domain.\"The value for Baidu could lie elsewhere: cementing its de facto status as China's AI champion. The company's growth from search-driven advertising peaked some time ago. Shares are down 40% over the past five years. That pushed Baidu into sustained investments in AI, notably autonomous driving technology.The company's \"robotaxi\" fleet should double this year to 2,000, while an electric-vehicle joint venture with Geely Automobile Holdings (175. Hong Kong) gathers momentum. \"The market undervalues some of the growth from these new areas,\" says Sharukh Malik, a portfolio manager for Asian equities at Guinness Asset Management.Baidu's slower growth shielded it somewhat from the regulatory storm that broke over Alibaba, Tencent, and others during the past two years. \"Baidu has been under less regulatory pressure,\" says Vivian Lin Thurston, an emerging markets portfolio manager at William Blair.Baidu is working with government on a \"smart crossroads\" initiative, Malik adds, deploying its AI systems to adjust traffic lights according to traffic flows. \"Baidu is showing its ability to take part in the build-out of national infrastructure,\" he says.China's near-immediate answer to ChatGPT -- again, if Baidu fulfills its promise -- also sends a message to the U.S. If Washington's clampdown on semiconductor exports is meant to keep China from advanced applications like AI, it isn't working too well so far.Baidu is using chips from its own Kunlun subsidiary. Sitting on data from one billion or so users, with fewer pesky privacy restrictions, can be as important as hardware for AI development.That could be Chinese companies' secret sauce, says Jason Hsu, chief investment officer at Rayliant Global Advisors. \"China having more data points and less data privacy makes the AI race a lot more even,\" he says.That race looks to be on in earnest and in public now, whether the chatbots thrive or flop, The drive for AI is rekindling animal spirits among techies, and their investors, as yesterday's sensations -- search, social media, e-commerce -- lose some luster.That's good news for \"tech enablers\" like out-of-fashion chip manufacturers, says Pruksa Iamtongthong, senior investment director at asset manager abrdn. \"The intuitive winner here is a company like TSMC [ Taiwan Semiconductor Manufacturing $(TSM)$],\" she says.Hype can be its own reward too, for a while, Hsu adds. \"I don't quite see the fundamental relevance of all this,\" he says. \"But sentiment will keep steering capital to anything that can claim a connection to China's version of ChatGPT.\"","news_type":1,"symbols_score_info":{"BIDU":0.9,"09888":0.9}},"isVote":1,"tweetType":1,"viewCount":2113,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9959164318,"gmtCreate":1672931902934,"gmtModify":1676538759588,"author":{"id":"4096718719919660","authorId":"4096718719919660","name":"Tigon","avatar":"https://static.tigerbbs.com/2d2b0711d2de98150b8eae42253a8f8d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096718719919660","authorIdStr":"4096718719919660"},"themes":[],"htmlText":"Will drop again","listText":"Will drop again","text":"Will drop again","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9959164318","repostId":"2300426552","repostType":2,"repost":{"id":"2300426552","kind":"highlight","pubTimestamp":1672926751,"share":"https://ttm.financial/m/news/2300426552?lang=en_US&edition=fundamental","pubTime":"2023-01-05 21:52","market":"us","language":"en","title":"Down 30%, Apple Stock Is Still Risky","url":"https://stock-news.laohu8.com/highlight/detail?id=2300426552","media":"Motley Fool","summary":"Are Apple's pandemic-era profits sustainable? That's the 2-trillion-dollar question.","content":"<div>\n<p>Apple stock didn't start off 2023 on a positive note. Shares of the tech giant slumped on Tuesday following reports that the company had cut orders for MacBooks, Apple Watches, and AirPods. If those ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/01/04/down-30-apple-stock-is-still-risky/\">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>Down 30%, Apple Stock Is Still Risky</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\">\nDown 30%, Apple Stock Is Still Risky\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-05 21:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/01/04/down-30-apple-stock-is-still-risky/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple stock didn't start off 2023 on a positive note. Shares of the tech giant slumped on Tuesday following reports that the company had cut orders for MacBooks, Apple Watches, and AirPods. If those ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/01/04/down-30-apple-stock-is-still-risky/\">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/2023/01/04/down-30-apple-stock-is-still-risky/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2300426552","content_text":"Apple stock didn't start off 2023 on a positive note. Shares of the tech giant slumped on Tuesday following reports that the company had cut orders for MacBooks, Apple Watches, and AirPods. If those reports are accurate, Apple could be adjusting for lower-than-expected demand.Shares of Apple are now down a bit more than 30% from their all-time high reached at the start of 2022, and the company's market capitalization has fallen below $2 trillion. While this big decline may have some investors salivating at the prospect of picking up shares on the cheap, Apple stock is far riskier than it appears.Pandemic tailwinds are goneWhile it wasn't clear at the beginning of the COVID-19 pandemic how Apple would be affected, demand for its products has soared. Revenue surged 33% in fiscal 2021, which ended in September of that year, and rose another 8% in fiscal 2022. Profits have also exploded. The company earned net income of $99.8 billion in fiscal 2022, up from $57.4 billion in fiscal 2020.Is this the new normal for Apple? Probably not. Companies that saw booming demand during the pandemic are now, generally speaking, seeing that demand unwind to a degree. The PC market, in which Apple competes with its MacBooks, was on fire in 2020 and 2021. Then demand unexpectedly fell off a cliff. Global PC shipments tumbled nearly 20% year over year in the third quarter of 2022.Demand for Apple's products may hold up better than the broader markets in which they compete, given the company's strong brand and pricing power. But Apple is certainly not going to be immune from this downturn. Not many consumers are going to switch from iPhones to Android devices, but some may push back upgrades. Customers looking to cut down on spending can easily defer purchases of all of Apple's products.If the average iPhone upgrade cycle were to increase by a few months, that would have a significant impact on Apple's results. The company does have the benefit of a large and growing services segment, but it's unclear how much profit products like Apple TV+ contribute.With Apple stock slumping over the past year, the stock market seems to be betting that the company's pandemic-era growth is going to stall out or reverse.Not as cheap as it looksIf you take Apple's net income from fiscal 2022 and use it to calculate a price-to-earnings ratio, Apple stock trades for just under 20 times earnings. That doesn't seem unreasonable given Apple's dominant market share and incredible profit margins.But are those profits sustainable? If pandemic-era demand is in the process of unwinding, it would stand to reason that Apple is going to have trouble preventing the bottom line from declining at least somewhat. If demand was pulled forward over the past two years, there's going to be some sort of reckoning in 2023.Analysts are predicting essentially flat per-share earnings and barely any revenue growth in fiscal 2023 for Apple, but that may be overly optimistic. The last time Apple went through a recession, excluding the brief pandemic-driven one in 2020, the company was tiny in comparison. Apple's revenue in 2008 was just $32.5 billion, and the iPhone was just a year old. In its current form as a mega tech company, Apple has not been through a real recession before. No one knows how the company's results will hold up.If you assume Apple's net income will fall back to fiscal 2020 levels, the price-to-earnings ratio is more like 35. That may be overly pessimistic, but it also may not be. Again, uncertainty is through the roof right now. What seems very unlikely, though, is any sort of meaningful profit growth in 2023 for Apple.It's not clear whether Apple stock is reasonably priced or expensive because demand for its products and the trajectory of its revenue and profits are all wildcards. If Apple does see demand tumble this year, the stock's decline could be getting started.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":1621,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9988836789,"gmtCreate":1666713832641,"gmtModify":1676537794613,"author":{"id":"4096718719919660","authorId":"4096718719919660","name":"Tigon","avatar":"https://static.tigerbbs.com/2d2b0711d2de98150b8eae42253a8f8d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096718719919660","authorIdStr":"4096718719919660"},"themes":[],"htmlText":"Very disappointed in Baba","listText":"Very disappointed in Baba","text":"Very disappointed in Baba","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9988836789","repostId":"1160702607","repostType":4,"repost":{"id":"1160702607","kind":"news","pubTimestamp":1666711666,"share":"https://ttm.financial/m/news/1160702607?lang=en_US&edition=fundamental","pubTime":"2022-10-25 23:27","market":"us","language":"en","title":"Have Chinese Stocks Hit Bottom? BABA and NIO in Focus","url":"https://stock-news.laohu8.com/highlight/detail?id=1160702607","media":"TipRanks","summary":"US-listed Chinese stocks had a bit of a meltdown on Monday.It’s not as if Chinese stocks were on the up beforehand, with many already retreating by large amounts over the past year. But with several C","content":"<div>\n<p>US-listed Chinese stocks had a bit of a meltdown on Monday.It’s not as if Chinese stocks were on the up beforehand, with many already retreating by large amounts over the past year. But with several ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/have-chinese-stocks-hit-bottom-baba-and-nio-in-focus\">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>Have Chinese Stocks Hit Bottom? BABA and NIO in Focus</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\">\nHave Chinese Stocks Hit Bottom? BABA and NIO in Focus\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-25 23:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/have-chinese-stocks-hit-bottom-baba-and-nio-in-focus><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>US-listed Chinese stocks had a bit of a meltdown on Monday.It’s not as if Chinese stocks were on the up beforehand, with many already retreating by large amounts over the past year. But with several ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/have-chinese-stocks-hit-bottom-baba-and-nio-in-focus\">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","NIO":"蔚来"},"source_url":"https://www.tipranks.com/news/article/have-chinese-stocks-hit-bottom-baba-and-nio-in-focus","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160702607","content_text":"US-listed Chinese stocks had a bit of a meltdown on Monday.It’s not as if Chinese stocks were on the up beforehand, with many already retreating by large amounts over the past year. But with several Chinese tech giants hitting multiyear lows, the question is whether Chinese stocks have now hit rock bottom.Investors scurried to the exit gates but calling the sell-off “disconnected from fundamentals,” J.P. Morgan’s chief global markets strategist Marko Kolanovic certainly thinks now is a good time to lean into Chinese stocks.“China growth data surprised positively over the weekend, but their equity market is selling off strongly,” said Kolanovic. “We believe this is a good opportunity to add given an expected growth recovery, gradual COVID reopening, and monetary and fiscal stimulus.”With this in mind, let’s delve into the TipRanks database and take a look at two stocks which sold off sharply but whose prospects remain sound, according to the experts. Alibaba shares fell by 12.5% in the rout, while Nio’s shed 16%. Both, however, are rated as Strong Buys by the analyst consensus and predicted to deliver triple-digit returns over the coming year. Let’s see why the analysts are getting behind these two beaten-down names.Nio (NIO)We’ll start in China’s fast-growing electric vehicle sector, where Nio has been delivering working EVs for the past four years. Currently, Nio has six EV models on the market, ranging from mid-size sedans to 5-seater SUVs, and the company has also pioneered Battery as a Service (BaaS) battery swapping technology to save customers time and money. Nio has benefitted over the past few years from the active policy of the Chinese government to promote the use and consumer switch to EVs, and its total deliveries last year, 91,429, were up 109% year-over-year.At the same time, Nio’s shares in New York are down 70% year-to-date. Those share losses have come while Nio held its revenues steady, at or near $1.55 billion, from 4Q21 through 2Q22. The September release of the Q2 numbers showed $1.54 billion at the top line, but a net loss of $412 million, the deepest quarterly loss since 3Q21. Q2’s vehicle deliveries, reported at 25,059, were down 2.8% sequentially – but were up more than 14% y/y.In a more recent data release, made public early this month, Nio reported its September monthly deliveries and its 3Q delivery totals. For September, the company delivered 10,878 vehicles, slightly more than 1/3 of Q3’s 31,607 total deliveries. The Q3 total was a quarterly record for the company, and was up 29.3% from 3Q21.In his coverage of Nio’s stock for Deutsche Bank, analyst Edison Yu takes cognizance of Nio’s strong sales and sees the stock gaining ground going forward.“We think two factors will drive outperformance at NIO, allowing it to emerge as a leader among EV upstarts. First, the ET5 mid-size sedan could become a top-selling premium model (amongst EV and ICE) in short order with initial customer reception being exceedingly positive and production leveraging NIO’s new plant. Second, while NIO’s existing gen-1 products are older and more expensive than competing products, they continue to deliver relatively stable volumes; we believe this represents thoughtful pricing and emphasis on branding+service,” Yu opined.“We believe the company’s efforts around user experience, battery swapping, overseas expansion, and internal battery cell development go very much underappreciated and will eventually show clear differentiation as the local Chinese market gets increasingly competitive,” the analyst added.Yu’s upbeat stance on NIO shares backs up his Buy rating, and his price target of $39 indicates his belief in a robust 290% upside for the coming year.Overall, the Strong Buy consensus rating on Nio is backed up by a unanimously positive 7 analyst reviews. Shares in Nio are trading for $10.09 and their average target of $32.97 implies a 226% upside over the next 12 months.Alibaba Holdings(BABA)For the second stock we’ll look at, we’ll turn to the online retail sector, where Alibaba has built a reputation and a niche as China’s e-commerce giant. While China has a lower internet penetration than most Western nations, its far larger population means that Alibaba’s domestic customer base exceeds 800 million.The extreme anti-COVID policies that China implemented this year hurt Alibaba, just as they hurt China’s economy generally, and the forecasts for the company’s last reported quarter – Q1 of fiscal 2023, the quarter ending on June 30 – were full of doom and gloom. Alibaba, however, reported a Q1 top line of $30.7 billion, beating the forecast by just over 1%. Nevertheless, as a reflection of difficult operating environment, the revenue print was flat year-over-year for the first time in the company’s history.The overall revenue number was negatively impacted by a 1% drop in Chinese e-commerce, the company’s largest segment, but that was partly offset by a 10% gain in the Cloud services segment. These results brought the company $1.62 in earnings per share (American Depositary Shares, traded in New York), a result that was down 29% y/y – but was also up 47% from the previous quarter, which had featured more extensive COVID-related restrictions.Turning back to Deutsche Bank, we’ll check in with Leo Chiang, who writes of BABA, “We believe that global macro challenges have continued to weigh on BABA’s topline growth across its various business lines (e.g., China ecommerce, cloud, and international commerce) in Sep Q. However, we anticipate a meaningful margin improvement (driven by cost optimization via new initiatives), making adj. EBITA turn positive yoy in the quarter (earlier than our previous expectation).”“In the near term, while we believe that BABA’s topline recovery may continue to fluctuate due to macro uncertainties, we remain confident in its earnings resilience, helped by its strong cost optimization efforts…. we see upside potential from a faster-than-expected macro improvement,” the analyst added.To this end, Chiang gives BABA shares a Buy rating, along with a $140 price target that suggests a 121% upside on the one-year time frame.Similarly, other Wall Street analysts like what they’re seeing. All 11 of the recent analyst reviews on file for Alibaba’s stock are positive, backing up the shares’ Strong Buy consensus rating. The stock is trading for $63.20 and its $144.18 average target implies a gain of 127% in the coming year.","news_type":1,"symbols_score_info":{"NIO":0.9,"BABA":0.9}},"isVote":1,"tweetType":1,"viewCount":1558,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9914960576,"gmtCreate":1665158035295,"gmtModify":1676537566294,"author":{"id":"4096718719919660","authorId":"4096718719919660","name":"Tigon","avatar":"https://static.tigerbbs.com/2d2b0711d2de98150b8eae42253a8f8d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096718719919660","authorIdStr":"4096718719919660"},"themes":[],"htmlText":"[Cool]&nbsp;","listText":"[Cool]&nbsp;","text":"[Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9914960576","repostId":"1182881749","repostType":2,"repost":{"id":"1182881749","kind":"news","pubTimestamp":1665128643,"share":"https://ttm.financial/m/news/1182881749?lang=en_US&edition=fundamental","pubTime":"2022-10-07 15:44","market":"us","language":"en","title":"Have The P/E Ratios Of S&P 500 ETFs Dropped Into The Buy Range?","url":"https://stock-news.laohu8.com/highlight/detail?id=1182881749","media":"Seeking Alpha","summary":"SummaryIn January I presented target P/E ratios for the S&P 500 and ETFs that track it. Here we revi","content":"<html><head></head><body><h2>Summary</h2><ul><li>In January I presented target P/E ratios for the S&amp;P 500 and ETFs that track it. Here we revisit them.</li><li>We find a wide disparity in analysts&#39; consensus predictions for S&amp;P 500&#39;s 2022 earnings. We examine three different ones and see how they change the current P/E ratio.</li><li>But it may be misleading to use average P/E ratios that prevailed during periods over the past 20 years. If inflation persists, much lower ones might become common.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dbc9f9716a977d9f459b00d0a88a36f1\" tg-width=\"1080\" tg-height=\"721\" width=\"100%\" height=\"auto\"/><span>Sohel_Parvez_Haque/iStock via Getty Images</span></p><p>Back in January of this year, I published an article,Value-Based Price Targets For VOO Under Different Possible Scenarios, referring to the Vanguard S&amp;P 500 ETF (VOO), which tracks the S&amp;P 500 Index (SP500) very closely. Inthat article, I came up with price targets that would satisfy investors who take valuation into account.</p><p>To do this I looked at what the historical P/E ratio of the S&amp;P 500 had been through multi-year periods characterized by different market conditions that took place over the past 20 years. I used Fastgraphs to calculate the long-term average value P/E ratio for each period, and suggested that the P/E ratio that prevailed in each might be useful for determining valuations now based on your perception of which kind of market condition we might be in for the next several years.</p><p>These are the four different Price/Earnings ratios that prevailed during four periods selected from the past 20 years that experienced very different market conditions:</p><p><img src=\"https://static.tigerbbs.com/330f3e8db73f5aa179f1eb0a94a7ab29\" tg-width=\"915\" tg-height=\"348\" width=\"100%\" height=\"auto\"/></p><p>At the time I wrote that article, the price of the S&amp;P 500 was at 4410, and its forward-looking P/E was 23.54. That was still very high in contrast to even the most optimistic conditions that had prevailed for multi-year periods, even after the significant share price drop that occurred at the beginning of January.</p><p>As we all know, the S&amp;P 500 declined another 15% since that time. Now the S&amp;P 500 has experienced a bear market that recovered slightly, only to plunge again into bear territory, this stark division in sentiment between bulls and bears has led to increased price volatility for the ETFs that track the S&amp;P 500. It has not been unusual to see them fluctuate 2% or more, up or down, on any given day.</p><h3>S&amp;P 500 ETFs - 1 Month Total Return</h3><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ce00523a4d26817ea9bdd02fc6a2f3e1\" tg-width=\"640\" tg-height=\"221\" width=\"100%\" height=\"auto\"/><span>Seeking Alpha</span></p><p>So, with the third quarter now over, I thought this would be a good time to take another look at the S&amp;P 500&#39;s current P/E ratio, to see if its price has, in fact, dropped into a range where it gives it a P/E ratio that would convince a valuation-driven investor to increase their allocation to shares of one of the major S&amp;P 500 ETFs.</p><h2>Fastgraphs No Longer Reports S&amp;P 500 Data</h2><p>Since I wrote that January article, Fastgraphs is no longer reporting data for the S&amp;P 500, due, I was told, to the exorbitant price S&amp;P Global charges for the index data for that single index. Instead, Fastgraphs now reports data for the SPDR S&amp;P 500 Trust ETF (NYSEARCA:SPY) which it claims performs in a manner similar enough to the S&amp;P 500 to be used for analyses based on it.</p><p>Taking an average of the daily closing price of SPY and the S&amp;P 500 over several months and calculating the average difference between the two, I was able to confirm that SPY&#39;s price does track the S&amp;P 500 very closely. You can convert an S&amp;P 500 price to a SPY price and get a very close approximation of the actual price at any given time using this formula:</p><p><b>SPY Price = S&amp;P 500 Price *.09949</b></p><p>You can calculate an S&amp;P 500 Price using the inverse formula:</p><p><b>S&amp;P 500 Price = SPY Price/.09949</b></p><p>I used this same relationship to convert the earnings estimate reported for SPY into the corresponding earnings estimate for the S&amp;P 500. It won&#39;t be exact, but it should be close enough, especially given how inexact the estimates are for any stock&#39;s future earnings and how much more inexact the estimates must be for an ETF holding over 500 stocks.</p><p>Calculating Today&#39;s P/E Based on Fastgraph&#39;s Forward Earnings Estimate</p><p>Fastgraphs currently reports analysts&#39; estimates for the S&amp;P 500&#39;s 2022 earnings to be $22.61. Using that data, we get the following table showing what P/E ratio based on current earnings would correspond to historical fair values for the four very different market conditions we might encounter.</p><p>Here is how SPY&#39;s Price looks as I write on 10/4/2022</p><p><b>SPY Valuation with Estimated VOO and S&amp;P 500 Prices 10/4/2022</b></p><p><img src=\"https://static.tigerbbs.com/a70acb74ae953c5f7b1185360fb5e82b\" tg-width=\"869\" tg-height=\"205\" width=\"100%\" height=\"auto\"/></p><p>Since I personally use VOO to invest in the S&amp;P 500, I use the conversion factor I had come up with in my previous article to convert the S&amp;P 500 price to a close approximation of VOO&#39;s price. That conversion formula is:</p><p><b>VOO Price = S&amp;P 500 Price * .0916</b></p><p>Based on the analysts&#39; estimates that SPY&#39;s earnings for 2022 will come in at $22.61 we come up with these prices for VOO, SPY, and the S&amp;P 500 that would generate the P/E ratios that prevailed during periods when the market displayed the following conditions:</p><p><b>Estimated Fair Value P/E Ratios Under Different Scenarios</b></p><p><img src=\"https://static.tigerbbs.com/9ae38180088c0fca6d2733109237b4b5\" tg-width=\"914\" tg-height=\"587\" width=\"100%\" height=\"auto\"/></p><p>As you can see, using these analysts&#39; earnings estimates, the S&amp;P today would appear to be priced at a price lower than the historical average P/E ratio for periods when the market went through an extended period of stagnation. As reported in my earlier article, I came up with this P/E ratio by taking the average P/E ratio of the S&amp;P 500 over the entire period from January 2003 to January of 2022, which was 17.68.</p><p>SPY and by extension the S&amp;P 500 and VOO also appear to be priced below the P/E that prevailed in the period several years after the Dot.com bust.</p><p>So based solely on this, admittedly crude, valuation approximation, it would look like this would be a great time to buy into an ETF like SPY, VOO, or perhaps the iShares Core S&amp;P 500 ETF (IVV) that tracks the S&amp;P 500. The valuation is far better than it has been since most of the period since 2013.</p><p><b>SPY Price and Earnings 2002 until Now</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/78fb6dda1a8cb0c9f27f84d54404e79e\" tg-width=\"640\" tg-height=\"443\" width=\"100%\" height=\"auto\"/><span>(fastgraphs.com)</span></p><h2>But Are These Forward Earnings Estimates Too Rosy?</h2><p>The P/E ratio changes dramatically if the price remains the same while earnings fall. The earnings estimate for Year End 2022 reported by Fastgraphs now, based on Factset data, have actually risen from where they were in January when I wrote the earlier article. Back in January, analysts were predicting that S&amp;P 500 earnings would grow by 12% in 2022. Now they appear to be assuming earnings growth of 13.46%.</p><p><b>Current Analyst Forecasts for SPY Earnings from Fastgraphs</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d2d4b0bcd3ddff1cc01565dc56171380\" tg-width=\"640\" tg-height=\"355\" width=\"100%\" height=\"auto\"/><span>fastgraphs.com</span></p><p>I found it very hard to believe that these estimates were up-to-date. So I went to another useful source of information about the S&amp;P 500, the YRI S&amp;P 500 Earnings Forecast, published by Yardeni Research, which displays Yardeni&#39;s estimates along with the &#34;Analysts&#39; Consensus.&#34;</p><h2>Yardeni&#39;s Data Is Up-To-Date</h2><p>The report available online as I write this was just published on October 3, 2022, which is as fresh as you are going to get. I therefore give it more credence than forecast found in Fastgraphs. Here are Yardeni and Analysts&#39; forecasts as reported in this most recent YRI S&amp;P 500 Forecast report.</p><p><b>Estimated 2022 S&amp;P 500 Earnings</b></p><p><img src=\"https://static.tigerbbs.com/0645366d7509d4c9316c56e516a798b0\" tg-width=\"911\" tg-height=\"222\" width=\"100%\" height=\"auto\"/></p><p>Yardeni&#39;s report tells us that the analyst consensus data used for that report comes from I/B/E/S data by Refinitiv.</p><p>As you can see, the Analysts&#39; Consensus reported by Yardeni is far less optimistic than the one displayed by Fastgraphs. It predicts earnings growth of only 7.30%. Yardeni&#39;s own S&amp;P 500 growth forecast is only half of that, at 3.10%.</p><p>Plugging in the Analysts&#39; Consensus reported here into the spreadsheet I use to calculate target P/E ratios based on the S&amp;P 500&#39;s price and earnings at any given time we come up with this up-to-date P/E ratio as of the time I am writing in the morning of October 4, 2022. I have also used the formulas given above to estimate the corresponding price of SPY and VOO.</p><p><b>Current P/E Ratio Based on Yardeni-Reported Analysts&#39; Consensus</b></p><p><img src=\"https://static.tigerbbs.com/a136500fc44026d74e7702fb7552ab81\" tg-width=\"908\" tg-height=\"217\" width=\"100%\" height=\"auto\"/></p><p>The 16.88 P/E ratio calculated here is slightly higher than the one we saw using Factset data reported by Fastgraphs. It is still lower than the historical average P/E that prevailed during a period following overvaluation following the dot.com bust.</p><p>But recall that Yardeni&#39;s own estimate of S&amp;P 500 earnings growth is about half that of the analysts&#39; he cites. If we use the Yardeni estimate and the S&amp;P 500 level right now, we get this result.</p><p><b>Current P/E Ratio Based on Yardeni Research Estimate</b></p><p><img src=\"https://static.tigerbbs.com/045676def8729234e948699487e5caa1\" tg-width=\"835\" tg-height=\"222\" width=\"100%\" height=\"auto\"/></p><h2>More Modest Earnings Estimates Push Up the P/E Significantly</h2><p>As you can see, the more pessimistic earnings estimate gives us a P/E ratio that is priced for a stagnant period without a crash, but not a period following overvaluation.</p><p>This points out how fragile any P/E ratio you see reported really is if it incorporates forward looking estimates. Analysts&#39; estimates change and the consensus estimates from one data provider can be very different from that of another.</p><p>Take with a grain of salt, therefore, any P/E ratio you see reported for any ETF, as the only accurate P/E figures are those for past years when actual earnings can be used to compute the P/E ratio. ETF providers don&#39;t reveal the extent to which the current P/E ratios they report embody forward estimates or if they do, whose estimates they are using.</p><h2>Takeaways for Valuation-Guided Investors</h2><p>Keep a close eye on third quarter earnings reports and corporate forward guidance because if earnings are declining more than expected, the P/E ratio of the S&amp;P 500 could surge.</p><p>Ignore any reporting that focuses on whether or not earnings beat &#34;beat analysts&#39; consensus.&#34; What is important is whether earnings are rising Year over Year for the quarter, and how analysts&#39; full year estimates change after a significant number of S&amp;P 500 companies have reported those quarterly earnings.</p><p>Fastgraphs subscribers should be even more cautious. Though I have found Fastgraphs very helpful in the past when beginning my research into individual stocks, I have often been misled by those rosy P/E ratios forecast for the next year. Treat any P/E ratio you see as having a wide range around the number reported.</p><h2>How Useful are Any Valuations Derived from The Past 20 Years?</h2><p>Back testing and historical results drawn from a period of low inflation, stable prices, and historically well-below-average borrowing costs is going to be very misleading now that none of those characteristics describes the current market environment. That might mean that the P/E ratios that prevailed throughout the past 20 years might be less helpful than I originally thought back before the Ukraine war pushed inflation up to levels not seen in many decades.</p><p>We know for a fact that the P/E ratios that prevailed during the 1970s were far lower than any of the targets derived from the past 20 years.</p><p><b>Year End P/E ratios of the S&amp;P 500 from 1970 to 1981</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8f3a7c5e745254a154c781c1b81bcdc6\" tg-width=\"521\" tg-height=\"723\" width=\"100%\" height=\"auto\"/><span>Source: www.multpl.com</span></p><p>Inflation really took off at the beginning of 1974 with the Oil Crisis tripling the price of a gallon of gasoline. A look at the P/E ratios that prevailed during this inflationary period is sobering. At current earnings, the price of the S&amp;P 500 that would yield a P/E of 8.0 would be somewhere around 1800.</p><p>No one knows if the current inflationary period will persist. But knowing what the possibilities are, I recommend that if you want to build a position in any S&amp;P 500 ETF the wisest choice is to dollar cost average. Make small buys every month. Don&#39;t try to call a bottom or let FOMO get you investing money that the price of the S&amp;P 500 was to drop precipitously would leave you without money you would need to spend.</p><p>Compared to the situation we had over the period surrounding COVID-19, the valuation of the S&amp;P 500 looks a lot more reasonable. But it will only stay reasonable if earnings for the year come in at a level corresponding to one of these current estimates and if companies can continue growing their earnings at a modest annual rate.</p><p>If earnings crash and the S&amp;P 500&#39;s earnings for 2022 decrease from what they were in 2021, especially if companies issue downbeat forward guidance, the P/E ratio of the S&amp;P 500 will shoot up. That will put it back into overvalued territory, using the historical average P/E ratio levels drawn from the past twenty years, even though its price has declined dramatically.</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>Have The P/E Ratios Of S&P 500 ETFs Dropped Into The Buy Range?</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\">\nHave The P/E Ratios Of S&P 500 ETFs Dropped Into The Buy Range?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-07 15:44 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4544667-have-s-and-p-500-etfs-pe-ratios-dropped-into-the-buy-range><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryIn January I presented target P/E ratios for the S&P 500 and ETFs that track it. Here we revisit them.We find a wide disparity in analysts' consensus predictions for S&P 500's 2022 earnings. We...</p>\n\n<a href=\"https://seekingalpha.com/article/4544667-have-s-and-p-500-etfs-pe-ratios-dropped-into-the-buy-range\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"VOO":"Vanguard标普500ETF",".SPX":"S&P 500 Index","SPY":"标普500ETF"},"source_url":"https://seekingalpha.com/article/4544667-have-s-and-p-500-etfs-pe-ratios-dropped-into-the-buy-range","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182881749","content_text":"SummaryIn January I presented target P/E ratios for the S&P 500 and ETFs that track it. Here we revisit them.We find a wide disparity in analysts' consensus predictions for S&P 500's 2022 earnings. We examine three different ones and see how they change the current P/E ratio.But it may be misleading to use average P/E ratios that prevailed during periods over the past 20 years. If inflation persists, much lower ones might become common.Sohel_Parvez_Haque/iStock via Getty ImagesBack in January of this year, I published an article,Value-Based Price Targets For VOO Under Different Possible Scenarios, referring to the Vanguard S&P 500 ETF (VOO), which tracks the S&P 500 Index (SP500) very closely. Inthat article, I came up with price targets that would satisfy investors who take valuation into account.To do this I looked at what the historical P/E ratio of the S&P 500 had been through multi-year periods characterized by different market conditions that took place over the past 20 years. I used Fastgraphs to calculate the long-term average value P/E ratio for each period, and suggested that the P/E ratio that prevailed in each might be useful for determining valuations now based on your perception of which kind of market condition we might be in for the next several years.These are the four different Price/Earnings ratios that prevailed during four periods selected from the past 20 years that experienced very different market conditions:At the time I wrote that article, the price of the S&P 500 was at 4410, and its forward-looking P/E was 23.54. That was still very high in contrast to even the most optimistic conditions that had prevailed for multi-year periods, even after the significant share price drop that occurred at the beginning of January.As we all know, the S&P 500 declined another 15% since that time. Now the S&P 500 has experienced a bear market that recovered slightly, only to plunge again into bear territory, this stark division in sentiment between bulls and bears has led to increased price volatility for the ETFs that track the S&P 500. It has not been unusual to see them fluctuate 2% or more, up or down, on any given day.S&P 500 ETFs - 1 Month Total ReturnSeeking AlphaSo, with the third quarter now over, I thought this would be a good time to take another look at the S&P 500's current P/E ratio, to see if its price has, in fact, dropped into a range where it gives it a P/E ratio that would convince a valuation-driven investor to increase their allocation to shares of one of the major S&P 500 ETFs.Fastgraphs No Longer Reports S&P 500 DataSince I wrote that January article, Fastgraphs is no longer reporting data for the S&P 500, due, I was told, to the exorbitant price S&P Global charges for the index data for that single index. Instead, Fastgraphs now reports data for the SPDR S&P 500 Trust ETF (NYSEARCA:SPY) which it claims performs in a manner similar enough to the S&P 500 to be used for analyses based on it.Taking an average of the daily closing price of SPY and the S&P 500 over several months and calculating the average difference between the two, I was able to confirm that SPY's price does track the S&P 500 very closely. You can convert an S&P 500 price to a SPY price and get a very close approximation of the actual price at any given time using this formula:SPY Price = S&P 500 Price *.09949You can calculate an S&P 500 Price using the inverse formula:S&P 500 Price = SPY Price/.09949I used this same relationship to convert the earnings estimate reported for SPY into the corresponding earnings estimate for the S&P 500. It won't be exact, but it should be close enough, especially given how inexact the estimates are for any stock's future earnings and how much more inexact the estimates must be for an ETF holding over 500 stocks.Calculating Today's P/E Based on Fastgraph's Forward Earnings EstimateFastgraphs currently reports analysts' estimates for the S&P 500's 2022 earnings to be $22.61. Using that data, we get the following table showing what P/E ratio based on current earnings would correspond to historical fair values for the four very different market conditions we might encounter.Here is how SPY's Price looks as I write on 10/4/2022SPY Valuation with Estimated VOO and S&P 500 Prices 10/4/2022Since I personally use VOO to invest in the S&P 500, I use the conversion factor I had come up with in my previous article to convert the S&P 500 price to a close approximation of VOO's price. That conversion formula is:VOO Price = S&P 500 Price * .0916Based on the analysts' estimates that SPY's earnings for 2022 will come in at $22.61 we come up with these prices for VOO, SPY, and the S&P 500 that would generate the P/E ratios that prevailed during periods when the market displayed the following conditions:Estimated Fair Value P/E Ratios Under Different ScenariosAs you can see, using these analysts' earnings estimates, the S&P today would appear to be priced at a price lower than the historical average P/E ratio for periods when the market went through an extended period of stagnation. As reported in my earlier article, I came up with this P/E ratio by taking the average P/E ratio of the S&P 500 over the entire period from January 2003 to January of 2022, which was 17.68.SPY and by extension the S&P 500 and VOO also appear to be priced below the P/E that prevailed in the period several years after the Dot.com bust.So based solely on this, admittedly crude, valuation approximation, it would look like this would be a great time to buy into an ETF like SPY, VOO, or perhaps the iShares Core S&P 500 ETF (IVV) that tracks the S&P 500. The valuation is far better than it has been since most of the period since 2013.SPY Price and Earnings 2002 until Now(fastgraphs.com)But Are These Forward Earnings Estimates Too Rosy?The P/E ratio changes dramatically if the price remains the same while earnings fall. The earnings estimate for Year End 2022 reported by Fastgraphs now, based on Factset data, have actually risen from where they were in January when I wrote the earlier article. Back in January, analysts were predicting that S&P 500 earnings would grow by 12% in 2022. Now they appear to be assuming earnings growth of 13.46%.Current Analyst Forecasts for SPY Earnings from Fastgraphsfastgraphs.comI found it very hard to believe that these estimates were up-to-date. So I went to another useful source of information about the S&P 500, the YRI S&P 500 Earnings Forecast, published by Yardeni Research, which displays Yardeni's estimates along with the \"Analysts' Consensus.\"Yardeni's Data Is Up-To-DateThe report available online as I write this was just published on October 3, 2022, which is as fresh as you are going to get. I therefore give it more credence than forecast found in Fastgraphs. Here are Yardeni and Analysts' forecasts as reported in this most recent YRI S&P 500 Forecast report.Estimated 2022 S&P 500 EarningsYardeni's report tells us that the analyst consensus data used for that report comes from I/B/E/S data by Refinitiv.As you can see, the Analysts' Consensus reported by Yardeni is far less optimistic than the one displayed by Fastgraphs. It predicts earnings growth of only 7.30%. Yardeni's own S&P 500 growth forecast is only half of that, at 3.10%.Plugging in the Analysts' Consensus reported here into the spreadsheet I use to calculate target P/E ratios based on the S&P 500's price and earnings at any given time we come up with this up-to-date P/E ratio as of the time I am writing in the morning of October 4, 2022. I have also used the formulas given above to estimate the corresponding price of SPY and VOO.Current P/E Ratio Based on Yardeni-Reported Analysts' ConsensusThe 16.88 P/E ratio calculated here is slightly higher than the one we saw using Factset data reported by Fastgraphs. It is still lower than the historical average P/E that prevailed during a period following overvaluation following the dot.com bust.But recall that Yardeni's own estimate of S&P 500 earnings growth is about half that of the analysts' he cites. If we use the Yardeni estimate and the S&P 500 level right now, we get this result.Current P/E Ratio Based on Yardeni Research EstimateMore Modest Earnings Estimates Push Up the P/E SignificantlyAs you can see, the more pessimistic earnings estimate gives us a P/E ratio that is priced for a stagnant period without a crash, but not a period following overvaluation.This points out how fragile any P/E ratio you see reported really is if it incorporates forward looking estimates. Analysts' estimates change and the consensus estimates from one data provider can be very different from that of another.Take with a grain of salt, therefore, any P/E ratio you see reported for any ETF, as the only accurate P/E figures are those for past years when actual earnings can be used to compute the P/E ratio. ETF providers don't reveal the extent to which the current P/E ratios they report embody forward estimates or if they do, whose estimates they are using.Takeaways for Valuation-Guided InvestorsKeep a close eye on third quarter earnings reports and corporate forward guidance because if earnings are declining more than expected, the P/E ratio of the S&P 500 could surge.Ignore any reporting that focuses on whether or not earnings beat \"beat analysts' consensus.\" What is important is whether earnings are rising Year over Year for the quarter, and how analysts' full year estimates change after a significant number of S&P 500 companies have reported those quarterly earnings.Fastgraphs subscribers should be even more cautious. Though I have found Fastgraphs very helpful in the past when beginning my research into individual stocks, I have often been misled by those rosy P/E ratios forecast for the next year. Treat any P/E ratio you see as having a wide range around the number reported.How Useful are Any Valuations Derived from The Past 20 Years?Back testing and historical results drawn from a period of low inflation, stable prices, and historically well-below-average borrowing costs is going to be very misleading now that none of those characteristics describes the current market environment. That might mean that the P/E ratios that prevailed throughout the past 20 years might be less helpful than I originally thought back before the Ukraine war pushed inflation up to levels not seen in many decades.We know for a fact that the P/E ratios that prevailed during the 1970s were far lower than any of the targets derived from the past 20 years.Year End P/E ratios of the S&P 500 from 1970 to 1981Source: www.multpl.comInflation really took off at the beginning of 1974 with the Oil Crisis tripling the price of a gallon of gasoline. A look at the P/E ratios that prevailed during this inflationary period is sobering. At current earnings, the price of the S&P 500 that would yield a P/E of 8.0 would be somewhere around 1800.No one knows if the current inflationary period will persist. But knowing what the possibilities are, I recommend that if you want to build a position in any S&P 500 ETF the wisest choice is to dollar cost average. Make small buys every month. Don't try to call a bottom or let FOMO get you investing money that the price of the S&P 500 was to drop precipitously would leave you without money you would need to spend.Compared to the situation we had over the period surrounding COVID-19, the valuation of the S&P 500 looks a lot more reasonable. But it will only stay reasonable if earnings for the year come in at a level corresponding to one of these current estimates and if companies can continue growing their earnings at a modest annual rate.If earnings crash and the S&P 500's earnings for 2022 decrease from what they were in 2021, especially if companies issue downbeat forward guidance, the P/E ratio of the S&P 500 will shoot up. That will put it back into overvalued territory, using the historical average P/E ratio levels drawn from the past twenty years, even though its price has declined dramatically.","news_type":1,"symbols_score_info":{".SPX":0.9,"VOO":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":1366,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9919419911,"gmtCreate":1663840746133,"gmtModify":1676537347614,"author":{"id":"4096718719919660","authorId":"4096718719919660","name":"Tigon","avatar":"https://static.tigerbbs.com/2d2b0711d2de98150b8eae42253a8f8d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096718719919660","authorIdStr":"4096718719919660"},"themes":[],"htmlText":"[Cry]","listText":"[Cry]","text":"[Cry]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9919419911","repostId":"9919402790","repostType":1,"isVote":1,"tweetType":1,"viewCount":1135,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9935844267,"gmtCreate":1663074429960,"gmtModify":1676537196875,"author":{"id":"4096718719919660","authorId":"4096718719919660","name":"Tigon","avatar":"https://static.tigerbbs.com/2d2b0711d2de98150b8eae42253a8f8d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096718719919660","authorIdStr":"4096718719919660"},"themes":[],"htmlText":"[What]&nbsp;","listText":"[What]&nbsp;","text":"[What]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9935844267","repostId":"2265996520","repostType":2,"repost":{"id":"2265996520","kind":"highlight","weMediaInfo":{"introduction":"Everything about China's Innovation","home_visible":1,"media_name":"Pandaily","id":"1045030379","head_image":"https://community-static.tradeup.com/news/aea029d3817be732c49c2a6b4e47b544"},"pubTimestamp":1662474280,"share":"https://ttm.financial/m/news/2265996520?lang=en_US&edition=fundamental","pubTime":"2022-09-06 22:24","market":"us","language":"en","title":"Baidu AI Cloud Releases New Generation Cloud Strategy","url":"https://stock-news.laohu8.com/highlight/detail?id=2265996520","media":"Pandaily","summary":"\nBaidu AI Cloud, an intelligent cloud computing brand under Chinese technology giant Baidu, released a new strategy consisting of the \"Integration of Cloud and Intelligence, Deepening the Industry\" and \"Integration of Cloud and Intelligence 3.0\".\n","content":"<div>\n<p>At the 2022 Intelligent Economy Summit held on September 6, Baidu AI Cloud, an intelligent cloud computing brand under Chinese technology giant Baidu, released a new strategy consisting of the “...</p>\n\n<a href=\"https://pandaily.com/baidu-ai-cloud-releases-new-generation-cloud-strategy/\">Source Link</a>\n\n</div>\n","source":"pandaily_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Baidu AI Cloud Releases New Generation Cloud Strategy</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\">\nBaidu AI Cloud Releases New Generation Cloud Strategy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-06 22:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://pandaily.com/baidu-ai-cloud-releases-new-generation-cloud-strategy/><strong>Pandaily</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>At the 2022 Intelligent Economy Summit held on September 6, Baidu AI Cloud, an intelligent cloud computing brand under Chinese technology giant Baidu, released a new strategy consisting of the “...</p>\n\n<a href=\"https://pandaily.com/baidu-ai-cloud-releases-new-generation-cloud-strategy/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://assets.pandaily.com/uploads/2022/09/1-13.jpg","relate_stocks":{"AI":"C3.ai, Inc.","BK4528":"SaaS概念","BK4535":"淡马锡持仓","QNETCN":"纳斯达克中美互联网老虎指数","BK4504":"桥水持仓","BK4579":"人工智能","09888":"百度集团-SW","BK4548":"巴美列捷福持仓","BK4552":"Archegos爆仓风波概念","BK4017":"黄金","BK4574":"无人驾驶","BK4551":"寇图资本持仓","BIDU":"百度","BK1588":"回港中概股","BK4023":"应用软件","BK1095":"互动媒体与服务","BK1575":"同股不同权","BK4570":"地缘局势概念股","BK4543":"AI","BK4531":"中概回港概念","BK4077":"互动媒体与服务","NGD":"New Gold","BK4526":"热门中概股","BK1587":"次新股","BK4514":"搜索引擎"},"source_url":"https://pandaily.com/baidu-ai-cloud-releases-new-generation-cloud-strategy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2265996520","content_text":"At the 2022 Intelligent Economy Summit held on September 6, Baidu AI Cloud, an intelligent cloud computing brand under Chinese technology giant Baidu, released a new strategy consisting of the “Integration of Cloud and Intelligence, Deepening the Industry” and “Integration of Cloud and Intelligence 3.0”.\nDou Shen, executive vice president of Baidu and chief of Baidu AI Cloud, said at the forum: “Aside from Baidu, there is no other cloud service provider in China that has such leading technologies developed in-house, nor similar products nor an ecology in every field of cloud services. Baidu has Kunlun chip in the AI IaaS (infrastructure as a service) field and PaddlePaddle, a deep learning framework, and Wenxin, a machine learning model in AI PaaS (platform as a service) field. These three products make Baidu, form a closed-loop intelligent path of “chip – framework – model – industry application”, which truly achieves end-to-end optimization. “\nIn the AI IaaS field of Integration of Cloud and Intelligence 3.0, Baidu‘s self-developed AI chip Kunlun (2nd generation) has been deployed in Baidu‘s search engine, automated driving, video streaming platform iQIYI and other businesses, as well as customers in financial and industrial fields. As a 7-nm general GPU, the performance of Kunlun (2nd generation) is up to 3 times higher than that of the 1st generation, and its cost performance is better than that of foreign products of the same level. In terms of industrial quality inspection, the chip has been able to replace foreign-made chips and reduce costs by as much as 65%. At present, Kunlun (3rd generation) is already under R&D and it is expected to be mass-produced in 2024. The chip will become a substitute product for domestic high-end demand.\n(Source: Baidu)\nWith the support of Kunlun, Baidu AI Cloud’s AI heterogeneous computing platform Baige has been upgraded to version 2.0, which closely follows the needs of industrial intelligent development and overall improved AI computing power. Through the application of Baige 2.0, the training efficiency of drug protein structure prediction models has been improved twofold, and the iteration period of mass-produced automated driving vehicles is shortened from months to weeks.\nSEE ALSO: Baidu’s Robin Li: Next Commercial Stage of Autonomous Driving Is L4, Not L3\nAt the conference, Baidu AI Cloud launched the 1.0 version of its Intelligent Computing Center. It supports large-scale training, consumes low amounts of energy but offers high performance operations, and should meet the development needs of advanced science and technology industries such as “city brain,” life sciences and automated driving in local cities.\n At the forum, Baidu AI Cloud released the automobile cloud for the first time, which covers three levels of the automobile manufacturing industry: automobile enterprise, network connections and supply chain collaboration. It aims to solve digital application problems including automobile production, automated driving tests and supply chain management.","news_type":1,"symbols_score_info":{"NGD":1,"BIDU":1,"AI":1,"09888":1,"QNETCN":0.6}},"isVote":1,"tweetType":1,"viewCount":1629,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9931513246,"gmtCreate":1662478004185,"gmtModify":1676537069769,"author":{"id":"4096718719919660","authorId":"4096718719919660","name":"Tigon","avatar":"https://static.tigerbbs.com/2d2b0711d2de98150b8eae42253a8f8d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096718719919660","authorIdStr":"4096718719919660"},"themes":[],"htmlText":"[Grin]","listText":"[Grin]","text":"[Grin]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9931513246","repostId":"9931510476","repostType":1,"repost":{"id":9931510476,"gmtCreate":1662477755296,"gmtModify":1676537069711,"author":{"id":"4087903916881130","authorId":"4087903916881130","name":"Seafront SG","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087903916881130","authorIdStr":"4087903916881130"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$蘋果(AAPL)$</a>Test","listText":"<a href=\"https://ttm.financial/S/AAPL\">$蘋果(AAPL)$</a>Test","text":"$蘋果(AAPL)$Test","images":[{"img":"https://community-static.tradeup.com/news/2ef5ddd21480bae6ca32a80bbfa09155","width":"828","height":"1671"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9931510476","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1580,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9988836789,"gmtCreate":1666713832641,"gmtModify":1676537794613,"author":{"id":"4096718719919660","authorId":"4096718719919660","name":"Tigon","avatar":"https://static.tigerbbs.com/2d2b0711d2de98150b8eae42253a8f8d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4096718719919660","idStr":"4096718719919660"},"themes":[],"htmlText":"Very disappointed in Baba","listText":"Very disappointed in Baba","text":"Very disappointed in Baba","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9988836789","repostId":"1160702607","repostType":4,"repost":{"id":"1160702607","kind":"news","pubTimestamp":1666711666,"share":"https://ttm.financial/m/news/1160702607?lang=en_US&edition=fundamental","pubTime":"2022-10-25 23:27","market":"us","language":"en","title":"Have Chinese Stocks Hit Bottom? BABA and NIO in Focus","url":"https://stock-news.laohu8.com/highlight/detail?id=1160702607","media":"TipRanks","summary":"US-listed Chinese stocks had a bit of a meltdown on Monday.It’s not as if Chinese stocks were on the up beforehand, with many already retreating by large amounts over the past year. But with several C","content":"<div>\n<p>US-listed Chinese stocks had a bit of a meltdown on Monday.It’s not as if Chinese stocks were on the up beforehand, with many already retreating by large amounts over the past year. But with several ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/have-chinese-stocks-hit-bottom-baba-and-nio-in-focus\">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>Have Chinese Stocks Hit Bottom? BABA and NIO in Focus</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\">\nHave Chinese Stocks Hit Bottom? BABA and NIO in Focus\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-25 23:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/have-chinese-stocks-hit-bottom-baba-and-nio-in-focus><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>US-listed Chinese stocks had a bit of a meltdown on Monday.It’s not as if Chinese stocks were on the up beforehand, with many already retreating by large amounts over the past year. But with several ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/have-chinese-stocks-hit-bottom-baba-and-nio-in-focus\">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","NIO":"蔚来"},"source_url":"https://www.tipranks.com/news/article/have-chinese-stocks-hit-bottom-baba-and-nio-in-focus","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160702607","content_text":"US-listed Chinese stocks had a bit of a meltdown on Monday.It’s not as if Chinese stocks were on the up beforehand, with many already retreating by large amounts over the past year. But with several Chinese tech giants hitting multiyear lows, the question is whether Chinese stocks have now hit rock bottom.Investors scurried to the exit gates but calling the sell-off “disconnected from fundamentals,” J.P. Morgan’s chief global markets strategist Marko Kolanovic certainly thinks now is a good time to lean into Chinese stocks.“China growth data surprised positively over the weekend, but their equity market is selling off strongly,” said Kolanovic. “We believe this is a good opportunity to add given an expected growth recovery, gradual COVID reopening, and monetary and fiscal stimulus.”With this in mind, let’s delve into the TipRanks database and take a look at two stocks which sold off sharply but whose prospects remain sound, according to the experts. Alibaba shares fell by 12.5% in the rout, while Nio’s shed 16%. Both, however, are rated as Strong Buys by the analyst consensus and predicted to deliver triple-digit returns over the coming year. Let’s see why the analysts are getting behind these two beaten-down names.Nio (NIO)We’ll start in China’s fast-growing electric vehicle sector, where Nio has been delivering working EVs for the past four years. Currently, Nio has six EV models on the market, ranging from mid-size sedans to 5-seater SUVs, and the company has also pioneered Battery as a Service (BaaS) battery swapping technology to save customers time and money. Nio has benefitted over the past few years from the active policy of the Chinese government to promote the use and consumer switch to EVs, and its total deliveries last year, 91,429, were up 109% year-over-year.At the same time, Nio’s shares in New York are down 70% year-to-date. Those share losses have come while Nio held its revenues steady, at or near $1.55 billion, from 4Q21 through 2Q22. The September release of the Q2 numbers showed $1.54 billion at the top line, but a net loss of $412 million, the deepest quarterly loss since 3Q21. Q2’s vehicle deliveries, reported at 25,059, were down 2.8% sequentially – but were up more than 14% y/y.In a more recent data release, made public early this month, Nio reported its September monthly deliveries and its 3Q delivery totals. For September, the company delivered 10,878 vehicles, slightly more than 1/3 of Q3’s 31,607 total deliveries. The Q3 total was a quarterly record for the company, and was up 29.3% from 3Q21.In his coverage of Nio’s stock for Deutsche Bank, analyst Edison Yu takes cognizance of Nio’s strong sales and sees the stock gaining ground going forward.“We think two factors will drive outperformance at NIO, allowing it to emerge as a leader among EV upstarts. First, the ET5 mid-size sedan could become a top-selling premium model (amongst EV and ICE) in short order with initial customer reception being exceedingly positive and production leveraging NIO’s new plant. Second, while NIO’s existing gen-1 products are older and more expensive than competing products, they continue to deliver relatively stable volumes; we believe this represents thoughtful pricing and emphasis on branding+service,” Yu opined.“We believe the company’s efforts around user experience, battery swapping, overseas expansion, and internal battery cell development go very much underappreciated and will eventually show clear differentiation as the local Chinese market gets increasingly competitive,” the analyst added.Yu’s upbeat stance on NIO shares backs up his Buy rating, and his price target of $39 indicates his belief in a robust 290% upside for the coming year.Overall, the Strong Buy consensus rating on Nio is backed up by a unanimously positive 7 analyst reviews. Shares in Nio are trading for $10.09 and their average target of $32.97 implies a 226% upside over the next 12 months.Alibaba Holdings(BABA)For the second stock we’ll look at, we’ll turn to the online retail sector, where Alibaba has built a reputation and a niche as China’s e-commerce giant. While China has a lower internet penetration than most Western nations, its far larger population means that Alibaba’s domestic customer base exceeds 800 million.The extreme anti-COVID policies that China implemented this year hurt Alibaba, just as they hurt China’s economy generally, and the forecasts for the company’s last reported quarter – Q1 of fiscal 2023, the quarter ending on June 30 – were full of doom and gloom. Alibaba, however, reported a Q1 top line of $30.7 billion, beating the forecast by just over 1%. Nevertheless, as a reflection of difficult operating environment, the revenue print was flat year-over-year for the first time in the company’s history.The overall revenue number was negatively impacted by a 1% drop in Chinese e-commerce, the company’s largest segment, but that was partly offset by a 10% gain in the Cloud services segment. These results brought the company $1.62 in earnings per share (American Depositary Shares, traded in New York), a result that was down 29% y/y – but was also up 47% from the previous quarter, which had featured more extensive COVID-related restrictions.Turning back to Deutsche Bank, we’ll check in with Leo Chiang, who writes of BABA, “We believe that global macro challenges have continued to weigh on BABA’s topline growth across its various business lines (e.g., China ecommerce, cloud, and international commerce) in Sep Q. However, we anticipate a meaningful margin improvement (driven by cost optimization via new initiatives), making adj. EBITA turn positive yoy in the quarter (earlier than our previous expectation).”“In the near term, while we believe that BABA’s topline recovery may continue to fluctuate due to macro uncertainties, we remain confident in its earnings resilience, helped by its strong cost optimization efforts…. we see upside potential from a faster-than-expected macro improvement,” the analyst added.To this end, Chiang gives BABA shares a Buy rating, along with a $140 price target that suggests a 121% upside on the one-year time frame.Similarly, other Wall Street analysts like what they’re seeing. All 11 of the recent analyst reviews on file for Alibaba’s stock are positive, backing up the shares’ Strong Buy consensus rating. The stock is trading for $63.20 and its $144.18 average target implies a gain of 127% in the coming year.","news_type":1,"symbols_score_info":{"NIO":0.9,"BABA":0.9}},"isVote":1,"tweetType":1,"viewCount":1558,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9005979054,"gmtCreate":1642161008996,"gmtModify":1676533687596,"author":{"id":"4096718719919660","authorId":"4096718719919660","name":"Tigon","avatar":"https://static.tigerbbs.com/2d2b0711d2de98150b8eae42253a8f8d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4096718719919660","idStr":"4096718719919660"},"themes":[],"htmlText":"Like&nbsp;","listText":"Like&nbsp;","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9005979054","repostId":"1144666508","repostType":4,"repost":{"id":"1144666508","kind":"news","pubTimestamp":1642160056,"share":"https://ttm.financial/m/news/1144666508?lang=en_US&edition=fundamental","pubTime":"2022-01-14 19:34","market":"us","language":"en","title":"3 Meme Stocks That Are Actually Solid Long-Term Picks","url":"https://stock-news.laohu8.com/highlight/detail?id=1144666508","media":"Motley Fool","summary":"The meme stock craze of 2021 was certainly a historically unique market environment. Many stocks, so","content":"<html><head></head><body><p>The meme stock craze of 2021 was certainly a historically unique market environment. Many stocks, some heavily shorted and some just interesting speculative growth plays, rocketed sharply higher -- often doubling, tripling, or more in a very short time. And many took investors on quite a roller coaster ride for months.</p><p>To be sure, most meme stocks aren&#39;t worth buying as long-term investments. For example, it&#39;s tough to make a long-term investment case for <b><a href=\"https://laohu8.com/S/AMC\">AMC Entertainment</a>.</b> On the other hand, there are some stocks that got caught up in the meme stock trade that looks like solid long-term investments. And this is especially true now that there&#39;s been a massive correction in many high-growth stocks.</p><p><b>A massive opportunity and a great strategy</b></p><p><b>Offerpad</b>(NYSE:OPAD) is a real estate company that is a so-called iBuyer, or instant buyer, of homes. Offerpad&#39;s core business involves buying homes directly from sellers, doing cosmetic repairs, and then selling them directly to buyers, hopefully earning a profit in the process.</p><p>However, there are a couple of things that set Offerpad apart from its peer group (which really only consists of two other companies). For <a href=\"https://laohu8.com/S/AONE.U\">one</a> thing, Offerpad is the only iBuyer that is more focused on efficiency than all-out growth. Its unit economics have been better than those of its peers, and while it won&#39;t be consistently profitable for some time, it isn&#39;t that far from it right now.</p><p>Second, Offerpad isn&#39;t necessarily trying to completely replace open-market home sales. Its Offerpad Flex product encourages customers to list their home on the open market (with an Offerpad partner agent) and gives them a cash offer to keep in their back pocket in the event they get tired of the traditional sale process.</p><p>Offerpad went a bit meme-stockish after its late 2021 special purpose acquisition company (SPAC) merger was completed, at one point rocketing to nearly $21 from its $10 pre-SPAC valuation. Now that the SPAC boom has cooled, Offerpad has plunged to less than $6, in line with many other recent SPAC targets. But make no mistake -- this is a real business with a huge market opportunity.</p><p><b>Tons of disruptive potential</b></p><p>One of the most discussed stocks in some of the most popular trader chat rooms in 2021, <a href=\"https://laohu8.com/S/SOFI\"><b>SoFi</b></a>, went public through a Chamath Palihapitiya-backed SPAC last year (this was &#34;IPOE&#34; for those who follow Palihapitiya). It started out as a private student loan company but has since evolved into a financial ecosystem, complete with a full lineup of lending products, a credit card, a bank account, a brokerage account, and more. The company also owns the Galileo financial services API and payments platform, which provides functionality for 89 million financial accounts operated by partners.</p><p>To say SoFi&#39;s growth has been phenomenal would be an understatement. Thefintech&#39;suser base has nearly doubled over the past year to more than 2.9 million members, and these users account for roughly 4.3 million different financial products. And it&#39;s on the non-lending side of the business where the growth has been especially impressive, with a 179% year-over-year increase in products as of the third quarter of 2021.</p><p>SoFi has the capability to be a true disruptor of the traditional bank model and is making all the right moves to scale its business in a sustainable way. With shares down 36% in the last two months, now could be a great time to add it at a discount.</p><p><b>The most exciting growth is yet to come</b></p><p>Last but certainly not least, insurance disruptor <a href=\"https://laohu8.com/S/LMND\"><b>Lemonade</b></a> has been a big victim of the recent growth stock headwinds, with shares down by about 35% in the past couple of months and a total of 80% off their all-time high.</p><p>Lemonade is aninsurance technology company, aiming to provide a better way to get insurance quotes, buy policies, and submit claims. In the company&#39;s core business of renters and homeowners insurance, customer feedback has been incredibly strong.</p><p>However, it&#39;s the rollout of Lemonade Car, the company&#39;s much-anticipated auto insurance product -- along with the pending acquisition of <b>Metromile</b>(NASDAQ:MILE)-- where Lemonade could accelerate the availability of the product and rapidly scale the business. If the company can replicate its early insurance success in the auto space, and can keep loss ratios in check, Lemonade could be a big winner for patient investors.</p><p>Remember what you&#39;re buying</p><p>To be sure, these three stocks are real businesses with great long-term growth opportunities. However, it&#39;s important to keep in mind that while the &#34;meme stock&#34; craze has died down, that doesn&#39;t mean it has permanently gone away. And if it comes back, all three of these stocks are likely to experience quite a roller coaster ride. Before you add any of these to your portfolio, it&#39;s important to be prepared for that possibility.</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 Meme Stocks That Are Actually Solid Long-Term Picks</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 Meme Stocks That Are Actually Solid Long-Term Picks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-14 19:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/01/14/3-meme-stocks-that-are-actually-solid-long-term-pi/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The meme stock craze of 2021 was certainly a historically unique market environment. Many stocks, some heavily shorted and some just interesting speculative growth plays, rocketed sharply higher -- ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/14/3-meme-stocks-that-are-actually-solid-long-term-pi/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LMND":"Lemonade, Inc.","SOFI":"SoFi Technologies Inc.","OPAD":"Offerpad Solutions","AMC":"AMC院线"},"source_url":"https://www.fool.com/investing/2022/01/14/3-meme-stocks-that-are-actually-solid-long-term-pi/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144666508","content_text":"The meme stock craze of 2021 was certainly a historically unique market environment. Many stocks, some heavily shorted and some just interesting speculative growth plays, rocketed sharply higher -- often doubling, tripling, or more in a very short time. And many took investors on quite a roller coaster ride for months.To be sure, most meme stocks aren't worth buying as long-term investments. For example, it's tough to make a long-term investment case for AMC Entertainment. On the other hand, there are some stocks that got caught up in the meme stock trade that looks like solid long-term investments. And this is especially true now that there's been a massive correction in many high-growth stocks.A massive opportunity and a great strategyOfferpad(NYSE:OPAD) is a real estate company that is a so-called iBuyer, or instant buyer, of homes. Offerpad's core business involves buying homes directly from sellers, doing cosmetic repairs, and then selling them directly to buyers, hopefully earning a profit in the process.However, there are a couple of things that set Offerpad apart from its peer group (which really only consists of two other companies). For one thing, Offerpad is the only iBuyer that is more focused on efficiency than all-out growth. Its unit economics have been better than those of its peers, and while it won't be consistently profitable for some time, it isn't that far from it right now.Second, Offerpad isn't necessarily trying to completely replace open-market home sales. Its Offerpad Flex product encourages customers to list their home on the open market (with an Offerpad partner agent) and gives them a cash offer to keep in their back pocket in the event they get tired of the traditional sale process.Offerpad went a bit meme-stockish after its late 2021 special purpose acquisition company (SPAC) merger was completed, at one point rocketing to nearly $21 from its $10 pre-SPAC valuation. Now that the SPAC boom has cooled, Offerpad has plunged to less than $6, in line with many other recent SPAC targets. But make no mistake -- this is a real business with a huge market opportunity.Tons of disruptive potentialOne of the most discussed stocks in some of the most popular trader chat rooms in 2021, SoFi, went public through a Chamath Palihapitiya-backed SPAC last year (this was \"IPOE\" for those who follow Palihapitiya). It started out as a private student loan company but has since evolved into a financial ecosystem, complete with a full lineup of lending products, a credit card, a bank account, a brokerage account, and more. The company also owns the Galileo financial services API and payments platform, which provides functionality for 89 million financial accounts operated by partners.To say SoFi's growth has been phenomenal would be an understatement. Thefintech'suser base has nearly doubled over the past year to more than 2.9 million members, and these users account for roughly 4.3 million different financial products. And it's on the non-lending side of the business where the growth has been especially impressive, with a 179% year-over-year increase in products as of the third quarter of 2021.SoFi has the capability to be a true disruptor of the traditional bank model and is making all the right moves to scale its business in a sustainable way. With shares down 36% in the last two months, now could be a great time to add it at a discount.The most exciting growth is yet to comeLast but certainly not least, insurance disruptor Lemonade has been a big victim of the recent growth stock headwinds, with shares down by about 35% in the past couple of months and a total of 80% off their all-time high.Lemonade is aninsurance technology company, aiming to provide a better way to get insurance quotes, buy policies, and submit claims. In the company's core business of renters and homeowners insurance, customer feedback has been incredibly strong.However, it's the rollout of Lemonade Car, the company's much-anticipated auto insurance product -- along with the pending acquisition of Metromile(NASDAQ:MILE)-- where Lemonade could accelerate the availability of the product and rapidly scale the business. If the company can replicate its early insurance success in the auto space, and can keep loss ratios in check, Lemonade could be a big winner for patient investors.Remember what you're buyingTo be sure, these three stocks are real businesses with great long-term growth opportunities. However, it's important to keep in mind that while the \"meme stock\" craze has died down, that doesn't mean it has permanently gone away. And if it comes back, all three of these stocks are likely to experience quite a roller coaster ride. Before you add any of these to your portfolio, it's important to be prepared for that possibility.","news_type":1,"symbols_score_info":{"AMC":0.9,"LMND":0.9,"OPAD":0.9,"SOFI":0.9}},"isVote":1,"tweetType":1,"viewCount":938,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9052847922,"gmtCreate":1655164874566,"gmtModify":1676535572510,"author":{"id":"4096718719919660","authorId":"4096718719919660","name":"Tigon","avatar":"https://static.tigerbbs.com/2d2b0711d2de98150b8eae42253a8f8d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4096718719919660","idStr":"4096718719919660"},"themes":[],"htmlText":"[Grin]&nbsp;[Cry]&nbsp;","listText":"[Grin]&nbsp;[Cry]&nbsp;","text":"[Grin] [Cry]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9052847922","repostId":"2243347676","repostType":4,"isVote":1,"tweetType":1,"viewCount":904,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9007604444,"gmtCreate":1642856094337,"gmtModify":1676533752940,"author":{"id":"4096718719919660","authorId":"4096718719919660","name":"Tigon","avatar":"https://static.tigerbbs.com/2d2b0711d2de98150b8eae42253a8f8d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4096718719919660","idStr":"4096718719919660"},"themes":[],"htmlText":"[smile]&nbsp;[smile]&nbsp;","listText":"[smile]&nbsp;[smile]&nbsp;","text":"[smile] [smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9007604444","repostId":"2205441860","repostType":4,"repost":{"id":"2205441860","kind":"highlight","pubTimestamp":1642808308,"share":"https://ttm.financial/m/news/2205441860?lang=en_US&edition=fundamental","pubTime":"2022-01-22 07:38","market":"us","language":"en","title":"Why I Sold These 3 High-Growth Tech Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=2205441860","media":"Motley Fool","summary":"I recently sold my shares of Snap, Palantir, and Bumble. Let's explore the reasons I pulled the trigger on the sales.","content":"<div>\n<p>Rising inflation and higher interest rates have crushed many high-growth tech stocks over the past few months. The reasons are simple: Inflation reduces the value of a company's future revenue and ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/21/why-i-sold-these-3-high-growth-tech-stocks/\">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 I Sold These 3 High-Growth Tech Stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy I Sold These 3 High-Growth Tech Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-22 07:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/01/21/why-i-sold-these-3-high-growth-tech-stocks/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Rising inflation and higher interest rates have crushed many high-growth tech stocks over the past few months. The reasons are simple: Inflation reduces the value of a company's future revenue and ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/21/why-i-sold-these-3-high-growth-tech-stocks/\">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.","BK4566":"资本集团","BK4547":"WSB热门概念","BK4505":"高瓴资本持仓","BK4515":"5G概念","BMBL":"Bumble Inc.","BK4559":"巴菲特持仓","BK4549":"软银资本持仓","BK4550":"红杉资本持仓","BK4507":"流媒体概念","BK4170":"电脑硬件、储存设备及电脑周边","BK4551":"寇图资本持仓","MTCH":"Match Group, Inc.","BK4023":"应用软件","BK4508":"社交媒体","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4543":"AI","BK4527":"明星科技股","BK4553":"喜马拉雅资本持仓","BK4501":"段永平概念","BK4077":"互动媒体与服务","AAPL":"苹果","BK4534":"瑞士信贷持仓","SNAP":"Snap Inc","BK4533":"AQR资本管理(全球第二大对冲基金)"},"source_url":"https://www.fool.com/investing/2022/01/21/why-i-sold-these-3-high-growth-tech-stocks/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2205441860","content_text":"Rising inflation and higher interest rates have crushed many high-growth tech stocks over the past few months. The reasons are simple: Inflation reduces the value of a company's future revenue and earnings, while higher interest rates boost borrowing costs for unprofitable companies.Like many investors, I reduced my exposure to that shift by selling some of my higher-growth tech stocks and rotating toward more conservative investments. Specifically, I took profits from my investments in Snap (NYSE:SNAP) and Palantir (NYSE:PLTR), but I took a net loss on Bumble (NASDAQ:BMBL).Investors should do their own due diligence instead of following my example, but let me explain my logic for selling these three high-growth tech stocks.Image source: Getty Images.1. SnapSnap was once my favorite social media stock. It generated robust growth in daily active users and revenue, it remained a top app for teen users, and its profitability was gradually improving.But over the past year, several red flags appeared. It vastly underestimated the impact of Apple's privacy update on iOS, set unrealistic growth targets at its investor day last February, and failed to outshine ByteDance's TikTok with Spotlight's short videos.Snap's third-quarter numbers and fourth-quarter guidance last October strongly suggested it couldn't achieve its investor day target for 50% annual revenue growth over the next few years. But Snap didn't withdraw that guidance -- even after directly being questioned about it during its conference call -- and said it could retool its ads to overcome Apple's iOS changes.Over the past three months, Snap's insiders still sold 22 times as many shares as they bought -- even as the stock price dropped more than 50%. That lack of confidence indicates its iOS headaches won't end anytime soon.Snap might seem reasonably valued now at 10 times next year's sales, especially if it meets analysts' estimates for 60% revenue growth in 2021 and 38% growth in 2022. Unfortunately, I think Snap could continue to struggle over the next few quarters and ultimately withdraw its 50% revenue growth guidance. When that happens, the stock will likely plummet to new lows.2. PalantirPalantir, the data analytics firm which serves the U.S. government and large enterprise customers, also has ambitious growth plans. It believes it can generate at least 30% annual revenue growth from 2021 to 2025.At first glance, Palantir seems like a solid investment. The U.S. Army reportedly used its Gotham platform to hunt down Osama Bin Laden in 2011. That battle-hardened reputation enables it to promote its enterprise-facing Foundry platform to large companies. Its ability to gather data from disparate sources can help government agencies and companies make better data-driven decisions to streamline their operations.But Palantir also has some glaring problems. It's deeply unprofitable but still trades at 15 times next year's sales, which leaves it highly exposed to rising inflation and higher interest rates. It's also constantly diluting its shares with big stock bonuses -- in the first nine months of 2021, its number of weighted-average shares jumped 165% year over year.The growth of Gotham is also decelerating as the U.S. government quietly develops in-house alternatives. Enterprise customers could also gravitate toward other analytics services, such as Alteryx or Splunk, instead of its Foundry platform.Instead of sticking with this speculative and unprofitable company, it might be smarter for investors to rotate back toward firmly profitable blue-chip tech stocks which will benefit from the same data-mining tailwinds.3. BumbleAfter defending Bumble for nearly a year, I finally realized that the online dating company's weaknesses outweighed its strengths. The growth of Bumble's namesake app, which lets women make the first move, is decelerating. Its secondary app, Badoo, continues to lose paid users.Last quarter, Bumble's total number of paid users across both apps grew 20% year over year to 1.53 million, but that marked a deceleration from its 36% growth in the previous quarter. Meanwhile, Match Group's (NASDAQ:MTCH) total number of paying users, 64% of whom use Tinder, increased 16% year over year to 16.3 million in its latest quarter. The company actually accelerated from its 15% growth in the previous quarter.Bumble also remains unprofitable, and it's shouldering more than twice as much debt as its total cash and equivalents. At the same time, it's pursuing scattershot strategies -- including opening a restaurant in New York City, selling branded apparel and products through an online store, and rebooting its BFF feature (for platonic friendships) as a vaguely defined metaverse platform.Those plans probably won't widen Bumble's moat against Match's portfolio of over a dozen dating apps. After listening to its latest conference call, it became painfully clear that Bumble overestimated its own brand appeal while underestimating the competition.Bumble expects its revenue to grow 31% to 32% this fiscal year, but that's only a bit faster than Match's projected revenue growth rate of 25%. Bumble's stock might seem reasonably valued at six times next year's sales, but it probably won't command a higher premium until it stabilizes its user growth and significantly narrows its net losses. Until that happens, Match will probably be the better overall investment.","news_type":1,"symbols_score_info":{"SNAP":1,"MTCH":1,"AAPL":0.69,"BMBL":1,"PLTR":1}},"isVote":1,"tweetType":1,"viewCount":683,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9096569426,"gmtCreate":1644421365721,"gmtModify":1676533924269,"author":{"id":"4096718719919660","authorId":"4096718719919660","name":"Tigon","avatar":"https://static.tigerbbs.com/2d2b0711d2de98150b8eae42253a8f8d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4096718719919660","idStr":"4096718719919660"},"themes":[],"htmlText":"[smile]&nbsp;","listText":"[smile]&nbsp;","text":"[smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9096569426","repostId":"1154751327","repostType":4,"repost":{"id":"1154751327","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":1644419033,"share":"https://ttm.financial/m/news/1154751327?lang=en_US&edition=fundamental","pubTime":"2022-02-09 23:03","market":"us","language":"en","title":"Alibaba Shares Jumped over 3% in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1154751327","media":"Tiger Newspress","summary":"Alibaba Shares Jumped over 3% in Morning Trading. Softbank Said Additional Alibaba ADS Not Tied to A","content":"<html><head></head><body><p>Alibaba Shares Jumped over 3% in Morning Trading. Softbank Said Additional Alibaba ADS Not Tied to Any Specific Future Softbank Transaction.<img src=\"https://static.tigerbbs.com/ded43a9d79c85fd086b9d3d2dbcd926d\" tg-width=\"872\" tg-height=\"639\" referrerpolicy=\"no-referrer\"/>Alibaba&#39;s recent registration of additional American Depository Shares is not tied to any specific future transaction by SoftBank Group Corp, a spokesperson for the Japanese conglomerate said on Wednesday.</p><p>&#34;The registration of the ADR conversion facility (F6 filing, which was filed by Alibaba), including its size, is not tied to any specific future transaction by SBG,&#34; SoftBank said in a statement to Reuters.</p><p>E-commerce giant Alibaba last week filed to register an additional one billion American Depository Shares. The move, Citigroup analysts said this week, &#34;might also suggest potential selling intention by SoftBank.&#34;</p><p>&#34;Since Softbank has been a pre-IPO investor, we believe a large proportion of those shares have not been previously registered as ADS,&#34; Citi analysts including Alicia Yap wrote.</p><p>SoftBank&#39;s stake of around 25% in Alibaba is worth around $82 billion and has its origins in a $20 million investment in 2000. Alibaba&#39;s shares have fallen by 60% since highs in October 2020.</p><p></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 Shares Jumped over 3% 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\">\nAlibaba Shares Jumped over 3% 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\">2022-02-09 23:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Alibaba Shares Jumped over 3% in Morning Trading. Softbank Said Additional Alibaba ADS Not Tied to Any Specific Future Softbank Transaction.<img src=\"https://static.tigerbbs.com/ded43a9d79c85fd086b9d3d2dbcd926d\" tg-width=\"872\" tg-height=\"639\" referrerpolicy=\"no-referrer\"/>Alibaba&#39;s recent registration of additional American Depository Shares is not tied to any specific future transaction by SoftBank Group Corp, a spokesperson for the Japanese conglomerate said on Wednesday.</p><p>&#34;The registration of the ADR conversion facility (F6 filing, which was filed by Alibaba), including its size, is not tied to any specific future transaction by SBG,&#34; SoftBank said in a statement to Reuters.</p><p>E-commerce giant Alibaba last week filed to register an additional one billion American Depository Shares. The move, Citigroup analysts said this week, &#34;might also suggest potential selling intention by SoftBank.&#34;</p><p>&#34;Since Softbank has been a pre-IPO investor, we believe a large proportion of those shares have not been previously registered as ADS,&#34; Citi analysts including Alicia Yap wrote.</p><p>SoftBank&#39;s stake of around 25% in Alibaba is worth around $82 billion and has its origins in a $20 million investment in 2000. Alibaba&#39;s shares have fallen by 60% since highs in October 2020.</p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154751327","content_text":"Alibaba Shares Jumped over 3% in Morning Trading. Softbank Said Additional Alibaba ADS Not Tied to Any Specific Future Softbank Transaction.Alibaba's recent registration of additional American Depository Shares is not tied to any specific future transaction by SoftBank Group Corp, a spokesperson for the Japanese conglomerate said on Wednesday.\"The registration of the ADR conversion facility (F6 filing, which was filed by Alibaba), including its size, is not tied to any specific future transaction by SBG,\" SoftBank said in a statement to Reuters.E-commerce giant Alibaba last week filed to register an additional one billion American Depository Shares. The move, Citigroup analysts said this week, \"might also suggest potential selling intention by SoftBank.\"\"Since Softbank has been a pre-IPO investor, we believe a large proportion of those shares have not been previously registered as ADS,\" Citi analysts including Alicia Yap wrote.SoftBank's stake of around 25% in Alibaba is worth around $82 billion and has its origins in a $20 million investment in 2000. Alibaba's shares have fallen by 60% since highs in October 2020.","news_type":1,"symbols_score_info":{"BABA":0.9}},"isVote":1,"tweetType":1,"viewCount":1143,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":437426719142208,"gmtCreate":1747824533219,"gmtModify":1747827853173,"author":{"id":"4096718719919660","authorId":"4096718719919660","name":"Tigon","avatar":"https://static.tigerbbs.com/2d2b0711d2de98150b8eae42253a8f8d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4096718719919660","idStr":"4096718719919660"},"themes":[],"htmlText":"Bullshit, when share price drops, it's time for the big shark to buy more!!!","listText":"Bullshit, when share price drops, it's time for the big shark to buy more!!!","text":"Bullshit, when share price drops, it's time for the big shark to buy more!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/437426719142208","repostId":"2537698675","repostType":2,"repost":{"id":"2537698675","kind":"live","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":1747834790,"share":"https://ttm.financial/m/news/2537698675?lang=en_US&edition=fundamental","pubTime":"2025-05-21 21:39","market":"us","language":"en","title":"UnitedHealth Shares Sink on HSBC Downgrade and Nursing Home Kickbacks","url":"https://stock-news.laohu8.com/highlight/detail?id=2537698675","media":"Tiger Newspress","summary":"HSBC downgraded UnitedHealth shares, saying the recent rout has still not made the shares cheap enou","content":"<html><head></head><body><p style=\"text-align: start;\">HSBC downgraded UnitedHealth shares, saying the recent rout has still not made the shares cheap enough to buy given the risks to earnings head.</p><p style=\"text-align: start;\">The firm slashed UnitedHealth’s rating reduce from hold on Wednesday, and trimmed its price target to $270 per share from $490. HSBC’s forecast implies roughly 16% downside from Tuesday’s $321.58 close.</p><p style=\"text-align: start;\">Shares are down more than 36% in 2025, as UnitedHealth contends with multiple headwinds which include the exit of its CEO earlier this month as well as a Department of Justice investigation into allegations of fraud.</p><p>″[The] new CEO has opportunity to start on a clean(er) slate, but we see risk to earnings growth along with policy overhang,” analyst Sidharth Sahoo wrote on Wednesday.</p><p style=\"text-align: start;\">“While the bulls point to a 30% discount to historical P/E as an attractive entry point, we highlight three key reasons that could spoil the recovery journey,” added Sahoo, citing higher medical costs, political pressure on drug prices and lower overall profitability ahead, especially if there are cuts to Medicaid spending.</p><p style=\"text-align: start;\">The stock trades at a forward price-earnings ratio of just 13, near its lowest of the last 10 years, according to HSBC.</p><p style=\"text-align: start;\">UnitedHealth shares were down 5.3% in morning trading the HSBC call. The stock had garnered some interest recently from traders because of how deeply oversold the shares had become. The stock was up 10% since last Friday through Tuesday’s close.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/19fd136b025f543a695a9d7a7772947e\" tg-width=\"845\" tg-height=\"625\"/></p><p style=\"text-align: start;\">But HSBC thinks the fundamentals will deteriorate some more, further hitting the stock.</p><p style=\"text-align: start;\">“Regaining investor confidence by reminding of the vertically integrated value-based care offering can help UNH recover a part of the premium,” wrote the analyst. “But any further downward earnings revision would weigh on ROE and multiples.”</p><p>Meanwhile, UnitedHealth sank also following a Guardian investigation that claimed the healthcare giant secretly paid nursing homes bonuses to reduce hospital transfers and helped it gain Medicare enrollees.</p><p style=\"text-align: start;\">According to the Guardian report, the payments were part of a cost-cutting strategy embedded in UnitedHealth’s nursing home initiative, which deployed company medical teams to facilities across the country. These teams reportedly worked to limit hospitalizations.</p><p style=\"text-align: start;\">In some cases, the Guardian reported that “the company’s insertion of itself into nursing home emergency protocols helped delay or avert transfers for patients who could have benefited from immediate hospital care.”</p><p style=\"text-align: start;\">One man reportedly suffered permanent brain damage after a delayed transfer for a suspected stroke.</p><p style=\"text-align: start;\">The report cites internal documents, court filings, and whistleblower complaints alleging that UnitedHealth’s financial incentives led to delayed care and inappropriate pressure on staff to reduce hospital visits. </p><p style=\"text-align: start;\">“No one is truly investigating when a patient suffers harm,” a current UnitedHealth (NYSE:UNH) nurse practitioner told the Guardian.</p><p style=\"text-align: start;\">The Guardian said UnitedHealth denied the allegations, calling the claim that its staff blocked hospital transfers “verifiably false.” </p><p style=\"text-align: start;\">A former nurse practitioner, Maxwell Ollivant, told the Guardian he filed a congressional declaration urging the federal government to hold the company accountable.</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>UnitedHealth Shares Sink on HSBC Downgrade and Nursing Home Kickbacks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUnitedHealth Shares Sink on HSBC Downgrade and Nursing Home Kickbacks\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\">2025-05-21 21:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">HSBC downgraded UnitedHealth shares, saying the recent rout has still not made the shares cheap enough to buy given the risks to earnings head.</p><p style=\"text-align: start;\">The firm slashed UnitedHealth’s rating reduce from hold on Wednesday, and trimmed its price target to $270 per share from $490. HSBC’s forecast implies roughly 16% downside from Tuesday’s $321.58 close.</p><p style=\"text-align: start;\">Shares are down more than 36% in 2025, as UnitedHealth contends with multiple headwinds which include the exit of its CEO earlier this month as well as a Department of Justice investigation into allegations of fraud.</p><p>″[The] new CEO has opportunity to start on a clean(er) slate, but we see risk to earnings growth along with policy overhang,” analyst Sidharth Sahoo wrote on Wednesday.</p><p style=\"text-align: start;\">“While the bulls point to a 30% discount to historical P/E as an attractive entry point, we highlight three key reasons that could spoil the recovery journey,” added Sahoo, citing higher medical costs, political pressure on drug prices and lower overall profitability ahead, especially if there are cuts to Medicaid spending.</p><p style=\"text-align: start;\">The stock trades at a forward price-earnings ratio of just 13, near its lowest of the last 10 years, according to HSBC.</p><p style=\"text-align: start;\">UnitedHealth shares were down 5.3% in morning trading the HSBC call. The stock had garnered some interest recently from traders because of how deeply oversold the shares had become. The stock was up 10% since last Friday through Tuesday’s close.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/19fd136b025f543a695a9d7a7772947e\" tg-width=\"845\" tg-height=\"625\"/></p><p style=\"text-align: start;\">But HSBC thinks the fundamentals will deteriorate some more, further hitting the stock.</p><p style=\"text-align: start;\">“Regaining investor confidence by reminding of the vertically integrated value-based care offering can help UNH recover a part of the premium,” wrote the analyst. “But any further downward earnings revision would weigh on ROE and multiples.”</p><p>Meanwhile, UnitedHealth sank also following a Guardian investigation that claimed the healthcare giant secretly paid nursing homes bonuses to reduce hospital transfers and helped it gain Medicare enrollees.</p><p style=\"text-align: start;\">According to the Guardian report, the payments were part of a cost-cutting strategy embedded in UnitedHealth’s nursing home initiative, which deployed company medical teams to facilities across the country. These teams reportedly worked to limit hospitalizations.</p><p style=\"text-align: start;\">In some cases, the Guardian reported that “the company’s insertion of itself into nursing home emergency protocols helped delay or avert transfers for patients who could have benefited from immediate hospital care.”</p><p style=\"text-align: start;\">One man reportedly suffered permanent brain damage after a delayed transfer for a suspected stroke.</p><p style=\"text-align: start;\">The report cites internal documents, court filings, and whistleblower complaints alleging that UnitedHealth’s financial incentives led to delayed care and inappropriate pressure on staff to reduce hospital visits. </p><p style=\"text-align: start;\">“No one is truly investigating when a patient suffers harm,” a current UnitedHealth (NYSE:UNH) nurse practitioner told the Guardian.</p><p style=\"text-align: start;\">The Guardian said UnitedHealth denied the allegations, calling the claim that its staff blocked hospital transfers “verifiably false.” </p><p style=\"text-align: start;\">A former nurse practitioner, Maxwell Ollivant, told the Guardian he filed a congressional declaration urging the federal government to hold the company accountable.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2271345857.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (HKD) ACC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","LU0965509010.AUD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (AUDHDG) INC","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","LU0496365809.HKD":"TEMPLETON GLOBAL INCOME \"A\" (HKD) INC (Q)","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","SG9999017495.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"B\" (SGD) ACC","LU1069347547.HKD":"AB SICAV I - GLOBAL VALUE PORTFOLIO \"AD\" (HKD) INC","LU1153585028.USD":"BGF GLOBAL LONG-HORIZON EQUITY  \"A4\" (USD) INC","IE00BZ9MQY76.HKD":"FTGF CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (HKD) ACC","SGXZ81514606.USD":"大华环球创新基金A Acc USD","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","LU2361045086.USD":"WELLINGTON US QUALITY GROWTH \"A\" (USD) ACC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU1934455277.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"AD\" (USD) INC","LU1084165304.USD":"FIDELITY WORLD \"A\" (USD) ACC","IE00BJT1NW94.SGD":"JANUS HENDERSON GLOBAL LIFE SCIENCES \"A2\" (SGDHDG) ACC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU2491049909.HKD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (HKD) ACC","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","IE000M9KFDE8.USD":"NEUBERGER BERMAN US LARGE CAP VALUE \"A\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1003077747.HKD":"BGF GLOBAL EQUITY INCOME \"A6\" (HKDHDG) INC","LU0238689110.USD":"贝莱德环球动力股票基金","LU0553294199.USD":"BGF GLOBAL EQUITY INCOME \"A5G\" (USD) INC","LU2491050071.SGD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (SGDHDG) ACC","LU0912757837.SGD":"JPMorgan Investment Funds - Global Income A (mth) SGD-H","LU1670627923.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) ACC","LU1791710582.SGD":"Fidelity Global Demographics A-ACC-SGD (SGD/USD hedged)","LU2491050154.USD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (USD) ACC","LU1854103824.USD":"M&G (LUX) POSITIVE IMPACT \"A\" (USD) INC","UNH":"联合健康","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","LU1934455863.HKD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (HKD) ACC","LU0079474960.USD":"联博美国增长基金A","LU0545039389.USD":"BGF GLOBAL EQUITY INCOME \"A2\" ACC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU1061106388.HKD":"BGF WORLD HEALTHSCIENCE \"A2\" (HKDHDG) ACC","LU0965509101.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (SGDHDG) ACC","BK4534":"瑞士信贷持仓","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0122379950.USD":"贝莱德世界健康科学A2","IE00B19Z9P08.USD":"LEGG MASON CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (USD) INC"},"source_url":"https://www.investing.com/news/analyst-ratings/unitedhealth-stock-rating-cut-by-hsbc-to-reduce-target-to-270-93CH-4056217","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2537698675","content_text":"HSBC downgraded UnitedHealth shares, saying the recent rout has still not made the shares cheap enough to buy given the risks to earnings head.The firm slashed UnitedHealth’s rating reduce from hold on Wednesday, and trimmed its price target to $270 per share from $490. HSBC’s forecast implies roughly 16% downside from Tuesday’s $321.58 close.Shares are down more than 36% in 2025, as UnitedHealth contends with multiple headwinds which include the exit of its CEO earlier this month as well as a Department of Justice investigation into allegations of fraud.″[The] new CEO has opportunity to start on a clean(er) slate, but we see risk to earnings growth along with policy overhang,” analyst Sidharth Sahoo wrote on Wednesday.“While the bulls point to a 30% discount to historical P/E as an attractive entry point, we highlight three key reasons that could spoil the recovery journey,” added Sahoo, citing higher medical costs, political pressure on drug prices and lower overall profitability ahead, especially if there are cuts to Medicaid spending.The stock trades at a forward price-earnings ratio of just 13, near its lowest of the last 10 years, according to HSBC.UnitedHealth shares were down 5.3% in morning trading the HSBC call. The stock had garnered some interest recently from traders because of how deeply oversold the shares had become. The stock was up 10% since last Friday through Tuesday’s close.But HSBC thinks the fundamentals will deteriorate some more, further hitting the stock.“Regaining investor confidence by reminding of the vertically integrated value-based care offering can help UNH recover a part of the premium,” wrote the analyst. “But any further downward earnings revision would weigh on ROE and multiples.”Meanwhile, UnitedHealth sank also following a Guardian investigation that claimed the healthcare giant secretly paid nursing homes bonuses to reduce hospital transfers and helped it gain Medicare enrollees.According to the Guardian report, the payments were part of a cost-cutting strategy embedded in UnitedHealth’s nursing home initiative, which deployed company medical teams to facilities across the country. These teams reportedly worked to limit hospitalizations.In some cases, the Guardian reported that “the company’s insertion of itself into nursing home emergency protocols helped delay or avert transfers for patients who could have benefited from immediate hospital care.”One man reportedly suffered permanent brain damage after a delayed transfer for a suspected stroke.The report cites internal documents, court filings, and whistleblower complaints alleging that UnitedHealth’s financial incentives led to delayed care and inappropriate pressure on staff to reduce hospital visits. “No one is truly investigating when a patient suffers harm,” a current UnitedHealth (NYSE:UNH) nurse practitioner told the Guardian.The Guardian said UnitedHealth denied the allegations, calling the claim that its staff blocked hospital transfers “verifiably false.” A former nurse practitioner, Maxwell Ollivant, told the Guardian he filed a congressional declaration urging the federal government to hold the company accountable.","news_type":1,"symbols_score_info":{"UNH":0.9}},"isVote":1,"tweetType":1,"viewCount":2032,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9005580937,"gmtCreate":1642347713254,"gmtModify":1676533703055,"author":{"id":"4096718719919660","authorId":"4096718719919660","name":"Tigon","avatar":"https://static.tigerbbs.com/2d2b0711d2de98150b8eae42253a8f8d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4096718719919660","idStr":"4096718719919660"},"themes":[],"htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9005580937","repostId":"1169852230","repostType":4,"isVote":1,"tweetType":1,"viewCount":1230,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9002672038,"gmtCreate":1642006876643,"gmtModify":1676533671158,"author":{"id":"4096718719919660","authorId":"4096718719919660","name":"Tigon","avatar":"https://static.tigerbbs.com/2d2b0711d2de98150b8eae42253a8f8d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4096718719919660","idStr":"4096718719919660"},"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/9002672038","repostId":"1114732808","repostType":4,"isVote":1,"tweetType":1,"viewCount":627,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9914960576,"gmtCreate":1665158035295,"gmtModify":1676537566294,"author":{"id":"4096718719919660","authorId":"4096718719919660","name":"Tigon","avatar":"https://static.tigerbbs.com/2d2b0711d2de98150b8eae42253a8f8d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4096718719919660","idStr":"4096718719919660"},"themes":[],"htmlText":"[Cool]&nbsp;","listText":"[Cool]&nbsp;","text":"[Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9914960576","repostId":"1182881749","repostType":2,"repost":{"id":"1182881749","kind":"news","pubTimestamp":1665128643,"share":"https://ttm.financial/m/news/1182881749?lang=en_US&edition=fundamental","pubTime":"2022-10-07 15:44","market":"us","language":"en","title":"Have The P/E Ratios Of S&P 500 ETFs Dropped Into The Buy Range?","url":"https://stock-news.laohu8.com/highlight/detail?id=1182881749","media":"Seeking Alpha","summary":"SummaryIn January I presented target P/E ratios for the S&P 500 and ETFs that track it. Here we revi","content":"<html><head></head><body><h2>Summary</h2><ul><li>In January I presented target P/E ratios for the S&amp;P 500 and ETFs that track it. Here we revisit them.</li><li>We find a wide disparity in analysts&#39; consensus predictions for S&amp;P 500&#39;s 2022 earnings. We examine three different ones and see how they change the current P/E ratio.</li><li>But it may be misleading to use average P/E ratios that prevailed during periods over the past 20 years. If inflation persists, much lower ones might become common.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dbc9f9716a977d9f459b00d0a88a36f1\" tg-width=\"1080\" tg-height=\"721\" width=\"100%\" height=\"auto\"/><span>Sohel_Parvez_Haque/iStock via Getty Images</span></p><p>Back in January of this year, I published an article,Value-Based Price Targets For VOO Under Different Possible Scenarios, referring to the Vanguard S&amp;P 500 ETF (VOO), which tracks the S&amp;P 500 Index (SP500) very closely. Inthat article, I came up with price targets that would satisfy investors who take valuation into account.</p><p>To do this I looked at what the historical P/E ratio of the S&amp;P 500 had been through multi-year periods characterized by different market conditions that took place over the past 20 years. I used Fastgraphs to calculate the long-term average value P/E ratio for each period, and suggested that the P/E ratio that prevailed in each might be useful for determining valuations now based on your perception of which kind of market condition we might be in for the next several years.</p><p>These are the four different Price/Earnings ratios that prevailed during four periods selected from the past 20 years that experienced very different market conditions:</p><p><img src=\"https://static.tigerbbs.com/330f3e8db73f5aa179f1eb0a94a7ab29\" tg-width=\"915\" tg-height=\"348\" width=\"100%\" height=\"auto\"/></p><p>At the time I wrote that article, the price of the S&amp;P 500 was at 4410, and its forward-looking P/E was 23.54. That was still very high in contrast to even the most optimistic conditions that had prevailed for multi-year periods, even after the significant share price drop that occurred at the beginning of January.</p><p>As we all know, the S&amp;P 500 declined another 15% since that time. Now the S&amp;P 500 has experienced a bear market that recovered slightly, only to plunge again into bear territory, this stark division in sentiment between bulls and bears has led to increased price volatility for the ETFs that track the S&amp;P 500. It has not been unusual to see them fluctuate 2% or more, up or down, on any given day.</p><h3>S&amp;P 500 ETFs - 1 Month Total Return</h3><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ce00523a4d26817ea9bdd02fc6a2f3e1\" tg-width=\"640\" tg-height=\"221\" width=\"100%\" height=\"auto\"/><span>Seeking Alpha</span></p><p>So, with the third quarter now over, I thought this would be a good time to take another look at the S&amp;P 500&#39;s current P/E ratio, to see if its price has, in fact, dropped into a range where it gives it a P/E ratio that would convince a valuation-driven investor to increase their allocation to shares of one of the major S&amp;P 500 ETFs.</p><h2>Fastgraphs No Longer Reports S&amp;P 500 Data</h2><p>Since I wrote that January article, Fastgraphs is no longer reporting data for the S&amp;P 500, due, I was told, to the exorbitant price S&amp;P Global charges for the index data for that single index. Instead, Fastgraphs now reports data for the SPDR S&amp;P 500 Trust ETF (NYSEARCA:SPY) which it claims performs in a manner similar enough to the S&amp;P 500 to be used for analyses based on it.</p><p>Taking an average of the daily closing price of SPY and the S&amp;P 500 over several months and calculating the average difference between the two, I was able to confirm that SPY&#39;s price does track the S&amp;P 500 very closely. You can convert an S&amp;P 500 price to a SPY price and get a very close approximation of the actual price at any given time using this formula:</p><p><b>SPY Price = S&amp;P 500 Price *.09949</b></p><p>You can calculate an S&amp;P 500 Price using the inverse formula:</p><p><b>S&amp;P 500 Price = SPY Price/.09949</b></p><p>I used this same relationship to convert the earnings estimate reported for SPY into the corresponding earnings estimate for the S&amp;P 500. It won&#39;t be exact, but it should be close enough, especially given how inexact the estimates are for any stock&#39;s future earnings and how much more inexact the estimates must be for an ETF holding over 500 stocks.</p><p>Calculating Today&#39;s P/E Based on Fastgraph&#39;s Forward Earnings Estimate</p><p>Fastgraphs currently reports analysts&#39; estimates for the S&amp;P 500&#39;s 2022 earnings to be $22.61. Using that data, we get the following table showing what P/E ratio based on current earnings would correspond to historical fair values for the four very different market conditions we might encounter.</p><p>Here is how SPY&#39;s Price looks as I write on 10/4/2022</p><p><b>SPY Valuation with Estimated VOO and S&amp;P 500 Prices 10/4/2022</b></p><p><img src=\"https://static.tigerbbs.com/a70acb74ae953c5f7b1185360fb5e82b\" tg-width=\"869\" tg-height=\"205\" width=\"100%\" height=\"auto\"/></p><p>Since I personally use VOO to invest in the S&amp;P 500, I use the conversion factor I had come up with in my previous article to convert the S&amp;P 500 price to a close approximation of VOO&#39;s price. That conversion formula is:</p><p><b>VOO Price = S&amp;P 500 Price * .0916</b></p><p>Based on the analysts&#39; estimates that SPY&#39;s earnings for 2022 will come in at $22.61 we come up with these prices for VOO, SPY, and the S&amp;P 500 that would generate the P/E ratios that prevailed during periods when the market displayed the following conditions:</p><p><b>Estimated Fair Value P/E Ratios Under Different Scenarios</b></p><p><img src=\"https://static.tigerbbs.com/9ae38180088c0fca6d2733109237b4b5\" tg-width=\"914\" tg-height=\"587\" width=\"100%\" height=\"auto\"/></p><p>As you can see, using these analysts&#39; earnings estimates, the S&amp;P today would appear to be priced at a price lower than the historical average P/E ratio for periods when the market went through an extended period of stagnation. As reported in my earlier article, I came up with this P/E ratio by taking the average P/E ratio of the S&amp;P 500 over the entire period from January 2003 to January of 2022, which was 17.68.</p><p>SPY and by extension the S&amp;P 500 and VOO also appear to be priced below the P/E that prevailed in the period several years after the Dot.com bust.</p><p>So based solely on this, admittedly crude, valuation approximation, it would look like this would be a great time to buy into an ETF like SPY, VOO, or perhaps the iShares Core S&amp;P 500 ETF (IVV) that tracks the S&amp;P 500. The valuation is far better than it has been since most of the period since 2013.</p><p><b>SPY Price and Earnings 2002 until Now</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/78fb6dda1a8cb0c9f27f84d54404e79e\" tg-width=\"640\" tg-height=\"443\" width=\"100%\" height=\"auto\"/><span>(fastgraphs.com)</span></p><h2>But Are These Forward Earnings Estimates Too Rosy?</h2><p>The P/E ratio changes dramatically if the price remains the same while earnings fall. The earnings estimate for Year End 2022 reported by Fastgraphs now, based on Factset data, have actually risen from where they were in January when I wrote the earlier article. Back in January, analysts were predicting that S&amp;P 500 earnings would grow by 12% in 2022. Now they appear to be assuming earnings growth of 13.46%.</p><p><b>Current Analyst Forecasts for SPY Earnings from Fastgraphs</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d2d4b0bcd3ddff1cc01565dc56171380\" tg-width=\"640\" tg-height=\"355\" width=\"100%\" height=\"auto\"/><span>fastgraphs.com</span></p><p>I found it very hard to believe that these estimates were up-to-date. So I went to another useful source of information about the S&amp;P 500, the YRI S&amp;P 500 Earnings Forecast, published by Yardeni Research, which displays Yardeni&#39;s estimates along with the &#34;Analysts&#39; Consensus.&#34;</p><h2>Yardeni&#39;s Data Is Up-To-Date</h2><p>The report available online as I write this was just published on October 3, 2022, which is as fresh as you are going to get. I therefore give it more credence than forecast found in Fastgraphs. Here are Yardeni and Analysts&#39; forecasts as reported in this most recent YRI S&amp;P 500 Forecast report.</p><p><b>Estimated 2022 S&amp;P 500 Earnings</b></p><p><img src=\"https://static.tigerbbs.com/0645366d7509d4c9316c56e516a798b0\" tg-width=\"911\" tg-height=\"222\" width=\"100%\" height=\"auto\"/></p><p>Yardeni&#39;s report tells us that the analyst consensus data used for that report comes from I/B/E/S data by Refinitiv.</p><p>As you can see, the Analysts&#39; Consensus reported by Yardeni is far less optimistic than the one displayed by Fastgraphs. It predicts earnings growth of only 7.30%. Yardeni&#39;s own S&amp;P 500 growth forecast is only half of that, at 3.10%.</p><p>Plugging in the Analysts&#39; Consensus reported here into the spreadsheet I use to calculate target P/E ratios based on the S&amp;P 500&#39;s price and earnings at any given time we come up with this up-to-date P/E ratio as of the time I am writing in the morning of October 4, 2022. I have also used the formulas given above to estimate the corresponding price of SPY and VOO.</p><p><b>Current P/E Ratio Based on Yardeni-Reported Analysts&#39; Consensus</b></p><p><img src=\"https://static.tigerbbs.com/a136500fc44026d74e7702fb7552ab81\" tg-width=\"908\" tg-height=\"217\" width=\"100%\" height=\"auto\"/></p><p>The 16.88 P/E ratio calculated here is slightly higher than the one we saw using Factset data reported by Fastgraphs. It is still lower than the historical average P/E that prevailed during a period following overvaluation following the dot.com bust.</p><p>But recall that Yardeni&#39;s own estimate of S&amp;P 500 earnings growth is about half that of the analysts&#39; he cites. If we use the Yardeni estimate and the S&amp;P 500 level right now, we get this result.</p><p><b>Current P/E Ratio Based on Yardeni Research Estimate</b></p><p><img src=\"https://static.tigerbbs.com/045676def8729234e948699487e5caa1\" tg-width=\"835\" tg-height=\"222\" width=\"100%\" height=\"auto\"/></p><h2>More Modest Earnings Estimates Push Up the P/E Significantly</h2><p>As you can see, the more pessimistic earnings estimate gives us a P/E ratio that is priced for a stagnant period without a crash, but not a period following overvaluation.</p><p>This points out how fragile any P/E ratio you see reported really is if it incorporates forward looking estimates. Analysts&#39; estimates change and the consensus estimates from one data provider can be very different from that of another.</p><p>Take with a grain of salt, therefore, any P/E ratio you see reported for any ETF, as the only accurate P/E figures are those for past years when actual earnings can be used to compute the P/E ratio. ETF providers don&#39;t reveal the extent to which the current P/E ratios they report embody forward estimates or if they do, whose estimates they are using.</p><h2>Takeaways for Valuation-Guided Investors</h2><p>Keep a close eye on third quarter earnings reports and corporate forward guidance because if earnings are declining more than expected, the P/E ratio of the S&amp;P 500 could surge.</p><p>Ignore any reporting that focuses on whether or not earnings beat &#34;beat analysts&#39; consensus.&#34; What is important is whether earnings are rising Year over Year for the quarter, and how analysts&#39; full year estimates change after a significant number of S&amp;P 500 companies have reported those quarterly earnings.</p><p>Fastgraphs subscribers should be even more cautious. Though I have found Fastgraphs very helpful in the past when beginning my research into individual stocks, I have often been misled by those rosy P/E ratios forecast for the next year. Treat any P/E ratio you see as having a wide range around the number reported.</p><h2>How Useful are Any Valuations Derived from The Past 20 Years?</h2><p>Back testing and historical results drawn from a period of low inflation, stable prices, and historically well-below-average borrowing costs is going to be very misleading now that none of those characteristics describes the current market environment. That might mean that the P/E ratios that prevailed throughout the past 20 years might be less helpful than I originally thought back before the Ukraine war pushed inflation up to levels not seen in many decades.</p><p>We know for a fact that the P/E ratios that prevailed during the 1970s were far lower than any of the targets derived from the past 20 years.</p><p><b>Year End P/E ratios of the S&amp;P 500 from 1970 to 1981</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8f3a7c5e745254a154c781c1b81bcdc6\" tg-width=\"521\" tg-height=\"723\" width=\"100%\" height=\"auto\"/><span>Source: www.multpl.com</span></p><p>Inflation really took off at the beginning of 1974 with the Oil Crisis tripling the price of a gallon of gasoline. A look at the P/E ratios that prevailed during this inflationary period is sobering. At current earnings, the price of the S&amp;P 500 that would yield a P/E of 8.0 would be somewhere around 1800.</p><p>No one knows if the current inflationary period will persist. But knowing what the possibilities are, I recommend that if you want to build a position in any S&amp;P 500 ETF the wisest choice is to dollar cost average. Make small buys every month. Don&#39;t try to call a bottom or let FOMO get you investing money that the price of the S&amp;P 500 was to drop precipitously would leave you without money you would need to spend.</p><p>Compared to the situation we had over the period surrounding COVID-19, the valuation of the S&amp;P 500 looks a lot more reasonable. But it will only stay reasonable if earnings for the year come in at a level corresponding to one of these current estimates and if companies can continue growing their earnings at a modest annual rate.</p><p>If earnings crash and the S&amp;P 500&#39;s earnings for 2022 decrease from what they were in 2021, especially if companies issue downbeat forward guidance, the P/E ratio of the S&amp;P 500 will shoot up. That will put it back into overvalued territory, using the historical average P/E ratio levels drawn from the past twenty years, even though its price has declined dramatically.</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>Have The P/E Ratios Of S&P 500 ETFs Dropped Into The Buy Range?</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\">\nHave The P/E Ratios Of S&P 500 ETFs Dropped Into The Buy Range?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-07 15:44 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4544667-have-s-and-p-500-etfs-pe-ratios-dropped-into-the-buy-range><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryIn January I presented target P/E ratios for the S&P 500 and ETFs that track it. Here we revisit them.We find a wide disparity in analysts' consensus predictions for S&P 500's 2022 earnings. We...</p>\n\n<a href=\"https://seekingalpha.com/article/4544667-have-s-and-p-500-etfs-pe-ratios-dropped-into-the-buy-range\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"VOO":"Vanguard标普500ETF",".SPX":"S&P 500 Index","SPY":"标普500ETF"},"source_url":"https://seekingalpha.com/article/4544667-have-s-and-p-500-etfs-pe-ratios-dropped-into-the-buy-range","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182881749","content_text":"SummaryIn January I presented target P/E ratios for the S&P 500 and ETFs that track it. Here we revisit them.We find a wide disparity in analysts' consensus predictions for S&P 500's 2022 earnings. We examine three different ones and see how they change the current P/E ratio.But it may be misleading to use average P/E ratios that prevailed during periods over the past 20 years. If inflation persists, much lower ones might become common.Sohel_Parvez_Haque/iStock via Getty ImagesBack in January of this year, I published an article,Value-Based Price Targets For VOO Under Different Possible Scenarios, referring to the Vanguard S&P 500 ETF (VOO), which tracks the S&P 500 Index (SP500) very closely. Inthat article, I came up with price targets that would satisfy investors who take valuation into account.To do this I looked at what the historical P/E ratio of the S&P 500 had been through multi-year periods characterized by different market conditions that took place over the past 20 years. I used Fastgraphs to calculate the long-term average value P/E ratio for each period, and suggested that the P/E ratio that prevailed in each might be useful for determining valuations now based on your perception of which kind of market condition we might be in for the next several years.These are the four different Price/Earnings ratios that prevailed during four periods selected from the past 20 years that experienced very different market conditions:At the time I wrote that article, the price of the S&P 500 was at 4410, and its forward-looking P/E was 23.54. That was still very high in contrast to even the most optimistic conditions that had prevailed for multi-year periods, even after the significant share price drop that occurred at the beginning of January.As we all know, the S&P 500 declined another 15% since that time. Now the S&P 500 has experienced a bear market that recovered slightly, only to plunge again into bear territory, this stark division in sentiment between bulls and bears has led to increased price volatility for the ETFs that track the S&P 500. It has not been unusual to see them fluctuate 2% or more, up or down, on any given day.S&P 500 ETFs - 1 Month Total ReturnSeeking AlphaSo, with the third quarter now over, I thought this would be a good time to take another look at the S&P 500's current P/E ratio, to see if its price has, in fact, dropped into a range where it gives it a P/E ratio that would convince a valuation-driven investor to increase their allocation to shares of one of the major S&P 500 ETFs.Fastgraphs No Longer Reports S&P 500 DataSince I wrote that January article, Fastgraphs is no longer reporting data for the S&P 500, due, I was told, to the exorbitant price S&P Global charges for the index data for that single index. Instead, Fastgraphs now reports data for the SPDR S&P 500 Trust ETF (NYSEARCA:SPY) which it claims performs in a manner similar enough to the S&P 500 to be used for analyses based on it.Taking an average of the daily closing price of SPY and the S&P 500 over several months and calculating the average difference between the two, I was able to confirm that SPY's price does track the S&P 500 very closely. You can convert an S&P 500 price to a SPY price and get a very close approximation of the actual price at any given time using this formula:SPY Price = S&P 500 Price *.09949You can calculate an S&P 500 Price using the inverse formula:S&P 500 Price = SPY Price/.09949I used this same relationship to convert the earnings estimate reported for SPY into the corresponding earnings estimate for the S&P 500. It won't be exact, but it should be close enough, especially given how inexact the estimates are for any stock's future earnings and how much more inexact the estimates must be for an ETF holding over 500 stocks.Calculating Today's P/E Based on Fastgraph's Forward Earnings EstimateFastgraphs currently reports analysts' estimates for the S&P 500's 2022 earnings to be $22.61. Using that data, we get the following table showing what P/E ratio based on current earnings would correspond to historical fair values for the four very different market conditions we might encounter.Here is how SPY's Price looks as I write on 10/4/2022SPY Valuation with Estimated VOO and S&P 500 Prices 10/4/2022Since I personally use VOO to invest in the S&P 500, I use the conversion factor I had come up with in my previous article to convert the S&P 500 price to a close approximation of VOO's price. That conversion formula is:VOO Price = S&P 500 Price * .0916Based on the analysts' estimates that SPY's earnings for 2022 will come in at $22.61 we come up with these prices for VOO, SPY, and the S&P 500 that would generate the P/E ratios that prevailed during periods when the market displayed the following conditions:Estimated Fair Value P/E Ratios Under Different ScenariosAs you can see, using these analysts' earnings estimates, the S&P today would appear to be priced at a price lower than the historical average P/E ratio for periods when the market went through an extended period of stagnation. As reported in my earlier article, I came up with this P/E ratio by taking the average P/E ratio of the S&P 500 over the entire period from January 2003 to January of 2022, which was 17.68.SPY and by extension the S&P 500 and VOO also appear to be priced below the P/E that prevailed in the period several years after the Dot.com bust.So based solely on this, admittedly crude, valuation approximation, it would look like this would be a great time to buy into an ETF like SPY, VOO, or perhaps the iShares Core S&P 500 ETF (IVV) that tracks the S&P 500. The valuation is far better than it has been since most of the period since 2013.SPY Price and Earnings 2002 until Now(fastgraphs.com)But Are These Forward Earnings Estimates Too Rosy?The P/E ratio changes dramatically if the price remains the same while earnings fall. The earnings estimate for Year End 2022 reported by Fastgraphs now, based on Factset data, have actually risen from where they were in January when I wrote the earlier article. Back in January, analysts were predicting that S&P 500 earnings would grow by 12% in 2022. Now they appear to be assuming earnings growth of 13.46%.Current Analyst Forecasts for SPY Earnings from Fastgraphsfastgraphs.comI found it very hard to believe that these estimates were up-to-date. So I went to another useful source of information about the S&P 500, the YRI S&P 500 Earnings Forecast, published by Yardeni Research, which displays Yardeni's estimates along with the \"Analysts' Consensus.\"Yardeni's Data Is Up-To-DateThe report available online as I write this was just published on October 3, 2022, which is as fresh as you are going to get. I therefore give it more credence than forecast found in Fastgraphs. Here are Yardeni and Analysts' forecasts as reported in this most recent YRI S&P 500 Forecast report.Estimated 2022 S&P 500 EarningsYardeni's report tells us that the analyst consensus data used for that report comes from I/B/E/S data by Refinitiv.As you can see, the Analysts' Consensus reported by Yardeni is far less optimistic than the one displayed by Fastgraphs. It predicts earnings growth of only 7.30%. Yardeni's own S&P 500 growth forecast is only half of that, at 3.10%.Plugging in the Analysts' Consensus reported here into the spreadsheet I use to calculate target P/E ratios based on the S&P 500's price and earnings at any given time we come up with this up-to-date P/E ratio as of the time I am writing in the morning of October 4, 2022. I have also used the formulas given above to estimate the corresponding price of SPY and VOO.Current P/E Ratio Based on Yardeni-Reported Analysts' ConsensusThe 16.88 P/E ratio calculated here is slightly higher than the one we saw using Factset data reported by Fastgraphs. It is still lower than the historical average P/E that prevailed during a period following overvaluation following the dot.com bust.But recall that Yardeni's own estimate of S&P 500 earnings growth is about half that of the analysts' he cites. If we use the Yardeni estimate and the S&P 500 level right now, we get this result.Current P/E Ratio Based on Yardeni Research EstimateMore Modest Earnings Estimates Push Up the P/E SignificantlyAs you can see, the more pessimistic earnings estimate gives us a P/E ratio that is priced for a stagnant period without a crash, but not a period following overvaluation.This points out how fragile any P/E ratio you see reported really is if it incorporates forward looking estimates. Analysts' estimates change and the consensus estimates from one data provider can be very different from that of another.Take with a grain of salt, therefore, any P/E ratio you see reported for any ETF, as the only accurate P/E figures are those for past years when actual earnings can be used to compute the P/E ratio. ETF providers don't reveal the extent to which the current P/E ratios they report embody forward estimates or if they do, whose estimates they are using.Takeaways for Valuation-Guided InvestorsKeep a close eye on third quarter earnings reports and corporate forward guidance because if earnings are declining more than expected, the P/E ratio of the S&P 500 could surge.Ignore any reporting that focuses on whether or not earnings beat \"beat analysts' consensus.\" What is important is whether earnings are rising Year over Year for the quarter, and how analysts' full year estimates change after a significant number of S&P 500 companies have reported those quarterly earnings.Fastgraphs subscribers should be even more cautious. Though I have found Fastgraphs very helpful in the past when beginning my research into individual stocks, I have often been misled by those rosy P/E ratios forecast for the next year. Treat any P/E ratio you see as having a wide range around the number reported.How Useful are Any Valuations Derived from The Past 20 Years?Back testing and historical results drawn from a period of low inflation, stable prices, and historically well-below-average borrowing costs is going to be very misleading now that none of those characteristics describes the current market environment. That might mean that the P/E ratios that prevailed throughout the past 20 years might be less helpful than I originally thought back before the Ukraine war pushed inflation up to levels not seen in many decades.We know for a fact that the P/E ratios that prevailed during the 1970s were far lower than any of the targets derived from the past 20 years.Year End P/E ratios of the S&P 500 from 1970 to 1981Source: www.multpl.comInflation really took off at the beginning of 1974 with the Oil Crisis tripling the price of a gallon of gasoline. A look at the P/E ratios that prevailed during this inflationary period is sobering. At current earnings, the price of the S&P 500 that would yield a P/E of 8.0 would be somewhere around 1800.No one knows if the current inflationary period will persist. But knowing what the possibilities are, I recommend that if you want to build a position in any S&P 500 ETF the wisest choice is to dollar cost average. Make small buys every month. Don't try to call a bottom or let FOMO get you investing money that the price of the S&P 500 was to drop precipitously would leave you without money you would need to spend.Compared to the situation we had over the period surrounding COVID-19, the valuation of the S&P 500 looks a lot more reasonable. But it will only stay reasonable if earnings for the year come in at a level corresponding to one of these current estimates and if companies can continue growing their earnings at a modest annual rate.If earnings crash and the S&P 500's earnings for 2022 decrease from what they were in 2021, especially if companies issue downbeat forward guidance, the P/E ratio of the S&P 500 will shoot up. That will put it back into overvalued territory, using the historical average P/E ratio levels drawn from the past twenty years, even though its price has declined dramatically.","news_type":1,"symbols_score_info":{".SPX":0.9,"VOO":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":1366,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9029131791,"gmtCreate":1652745600613,"gmtModify":1676535151954,"author":{"id":"4096718719919660","authorId":"4096718719919660","name":"Tigon","avatar":"https://static.tigerbbs.com/2d2b0711d2de98150b8eae42253a8f8d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4096718719919660","idStr":"4096718719919660"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9029131791","repostId":"2236384250","repostType":4,"repost":{"id":"2236384250","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1652744255,"share":"https://ttm.financial/m/news/2236384250?lang=en_US&edition=fundamental","pubTime":"2022-05-17 07:37","market":"us","language":"en","title":"Buffett's Berkshire Buys Citigroup and Several Other Stocks, Slashes Verizon","url":"https://stock-news.laohu8.com/highlight/detail?id=2236384250","media":"Reuters","summary":"Berkshire Hathaway Inc on Monday said it added new investments in $Citigroup Inc(C-N)$ and several o","content":"<html><head></head><body><p>Berkshire Hathaway Inc on Monday said it added new investments in $Citigroup Inc(C-N)$ and several other companies in the first quarter, as Warren Buffett&#39;s conglomerate took advantage of volatile stock markets to invest $51.1 billion that had largely been sitting in cash.</p><p>In a regulatory filing describing its U.S.-listed equity investments as of March 31, Berkshire reported new stakes in <a href=\"https://laohu8.com/S/GOM\">Ally Financial</a> Inc, chemicals and specialty materials company Celanese Corp, insurance holding company <a href=\"https://laohu8.com/S/MKL\">Markel Corp</a>, drug distributor McKesson Corp and <a href=\"https://laohu8.com/S/PARA\">Paramount Global</a>, formerly known as ViacomCBS.</p><p>Omaha, Nebraska-based Berkshire said it sold nearly all of an $8.3 billion stake in Verizon Communications Inc that it had amassed in late 2020.</p><p>Berkshire also finally exited Wells Fargo &amp; Co, a 33-year-old investment that Buffett soured on after finding it too slow to address revelations that employees had mistreated customers, including by opening unwanted accounts.</p><p>Buffett&#39;s company ended March with $106.3 billion of cash and equivalents, down from a near-record $146.7 billion three months earlier, largely reflecting the new investments.</p><p>These included previously disclosed stakes in Chevron Corp and Occidental Petroleum Corp, computer and printer maker HP Inc and video game maker Activision Blizzard Inc, the latter an arbitrage bet.</p><p>Stock sales totaled $9.7 billion, and also included drugmakers AbbVie Inc and Bristol-Myers Squibb Co .</p><p>Citigroup, where Berkshire invested nearly $3 billion, has embarked on a multiyear plan to boost performance and a share price that in recent years has lagged larger rivals JPMorgan Chase &amp; Co and $Bank of America Corp(BAC-N)$, the latter a major Berkshire investment.</p><p>Some investors have described Markel as a small-scale version of Berkshire, and Buffett in March committed $11.6 billion to buy another insurance holding company fitting that description, <a href=\"https://laohu8.com/S/Y\">Alleghany Corp</a>.</p><p>Berkshire also owns several companies specializing in Celanese&#39;s sectors.</p><p>Monday&#39;s filing does not say which investments were made by Buffett and his portfolio managers Todd Combs and Ted Weschler.</p><p>Most large Berkshire investments are Buffett&#39;s. Stock prices often rise after Berkshire reveals new stakes because investors view the investments as a stamp of approval.</p><p>At Berkshire&#39;s annual meeting on April 30, Buffett said investors were too focused on flashy stocks, causing markets at times to resemble a casino, allowing him to focus on stocks that Berkshire understands and which add value.</p><p>Analysts have also viewed Chevron and Occidental as a way for Berkshire to benefit from rising oil prices following Russia&#39;s invasion of Ukraine.</p><p>&#34;I wish the rest of the world worked as well as our big oil companies,&#34; Berkshire Vice Chairman Charlie Munger said at the annual meeting.</p><p>More than three-fourths of Berkshire&#39;s $390.5 billion equity portfolio on March 31 was in American Express Co, Apple Inc, Bank of America, Chevron, Coca-Cola Co and Kraft Heinz Co. Berkshire owned 26.6% of Kraft Heinz.</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>Buffett's Berkshire Buys Citigroup and Several Other Stocks, Slashes Verizon</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBuffett's Berkshire Buys Citigroup and Several Other Stocks, Slashes Verizon\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-05-17 07:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Berkshire Hathaway Inc on Monday said it added new investments in $Citigroup Inc(C-N)$ and several other companies in the first quarter, as Warren Buffett&#39;s conglomerate took advantage of volatile stock markets to invest $51.1 billion that had largely been sitting in cash.</p><p>In a regulatory filing describing its U.S.-listed equity investments as of March 31, Berkshire reported new stakes in <a href=\"https://laohu8.com/S/GOM\">Ally Financial</a> Inc, chemicals and specialty materials company Celanese Corp, insurance holding company <a href=\"https://laohu8.com/S/MKL\">Markel Corp</a>, drug distributor McKesson Corp and <a href=\"https://laohu8.com/S/PARA\">Paramount Global</a>, formerly known as ViacomCBS.</p><p>Omaha, Nebraska-based Berkshire said it sold nearly all of an $8.3 billion stake in Verizon Communications Inc that it had amassed in late 2020.</p><p>Berkshire also finally exited Wells Fargo &amp; Co, a 33-year-old investment that Buffett soured on after finding it too slow to address revelations that employees had mistreated customers, including by opening unwanted accounts.</p><p>Buffett&#39;s company ended March with $106.3 billion of cash and equivalents, down from a near-record $146.7 billion three months earlier, largely reflecting the new investments.</p><p>These included previously disclosed stakes in Chevron Corp and Occidental Petroleum Corp, computer and printer maker HP Inc and video game maker Activision Blizzard Inc, the latter an arbitrage bet.</p><p>Stock sales totaled $9.7 billion, and also included drugmakers AbbVie Inc and Bristol-Myers Squibb Co .</p><p>Citigroup, where Berkshire invested nearly $3 billion, has embarked on a multiyear plan to boost performance and a share price that in recent years has lagged larger rivals JPMorgan Chase &amp; Co and $Bank of America Corp(BAC-N)$, the latter a major Berkshire investment.</p><p>Some investors have described Markel as a small-scale version of Berkshire, and Buffett in March committed $11.6 billion to buy another insurance holding company fitting that description, <a href=\"https://laohu8.com/S/Y\">Alleghany Corp</a>.</p><p>Berkshire also owns several companies specializing in Celanese&#39;s sectors.</p><p>Monday&#39;s filing does not say which investments were made by Buffett and his portfolio managers Todd Combs and Ted Weschler.</p><p>Most large Berkshire investments are Buffett&#39;s. Stock prices often rise after Berkshire reveals new stakes because investors view the investments as a stamp of approval.</p><p>At Berkshire&#39;s annual meeting on April 30, Buffett said investors were too focused on flashy stocks, causing markets at times to resemble a casino, allowing him to focus on stocks that Berkshire understands and which add value.</p><p>Analysts have also viewed Chevron and Occidental as a way for Berkshire to benefit from rising oil prices following Russia&#39;s invasion of Ukraine.</p><p>&#34;I wish the rest of the world worked as well as our big oil companies,&#34; Berkshire Vice Chairman Charlie Munger said at the annual meeting.</p><p>More than three-fourths of Berkshire&#39;s $390.5 billion equity portfolio on March 31 was in American Express Co, Apple Inc, Bank of America, Chevron, Coca-Cola Co and Kraft Heinz Co. Berkshire owned 26.6% of Kraft Heinz.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4534":"瑞士信贷持仓","C":"花旗","VZ":"Verizon Comms","BK4504":"桥水持仓","BK4207":"综合性银行","BK4566":"资本集团","CVX":"雪佛龙"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2236384250","content_text":"Berkshire Hathaway Inc on Monday said it added new investments in $Citigroup Inc(C-N)$ and several other companies in the first quarter, as Warren Buffett's conglomerate took advantage of volatile stock markets to invest $51.1 billion that had largely been sitting in cash.In a regulatory filing describing its U.S.-listed equity investments as of March 31, Berkshire reported new stakes in Ally Financial Inc, chemicals and specialty materials company Celanese Corp, insurance holding company Markel Corp, drug distributor McKesson Corp and Paramount Global, formerly known as ViacomCBS.Omaha, Nebraska-based Berkshire said it sold nearly all of an $8.3 billion stake in Verizon Communications Inc that it had amassed in late 2020.Berkshire also finally exited Wells Fargo & Co, a 33-year-old investment that Buffett soured on after finding it too slow to address revelations that employees had mistreated customers, including by opening unwanted accounts.Buffett's company ended March with $106.3 billion of cash and equivalents, down from a near-record $146.7 billion three months earlier, largely reflecting the new investments.These included previously disclosed stakes in Chevron Corp and Occidental Petroleum Corp, computer and printer maker HP Inc and video game maker Activision Blizzard Inc, the latter an arbitrage bet.Stock sales totaled $9.7 billion, and also included drugmakers AbbVie Inc and Bristol-Myers Squibb Co .Citigroup, where Berkshire invested nearly $3 billion, has embarked on a multiyear plan to boost performance and a share price that in recent years has lagged larger rivals JPMorgan Chase & Co and $Bank of America Corp(BAC-N)$, the latter a major Berkshire investment.Some investors have described Markel as a small-scale version of Berkshire, and Buffett in March committed $11.6 billion to buy another insurance holding company fitting that description, Alleghany Corp.Berkshire also owns several companies specializing in Celanese's sectors.Monday's filing does not say which investments were made by Buffett and his portfolio managers Todd Combs and Ted Weschler.Most large Berkshire investments are Buffett's. Stock prices often rise after Berkshire reveals new stakes because investors view the investments as a stamp of approval.At Berkshire's annual meeting on April 30, Buffett said investors were too focused on flashy stocks, causing markets at times to resemble a casino, allowing him to focus on stocks that Berkshire understands and which add value.Analysts have also viewed Chevron and Occidental as a way for Berkshire to benefit from rising oil prices following Russia's invasion of Ukraine.\"I wish the rest of the world worked as well as our big oil companies,\" Berkshire Vice Chairman Charlie Munger said at the annual meeting.More than three-fourths of Berkshire's $390.5 billion equity portfolio on March 31 was in American Express Co, Apple Inc, Bank of America, Chevron, Coca-Cola Co and Kraft Heinz Co. Berkshire owned 26.6% of Kraft Heinz.","news_type":1,"symbols_score_info":{"C":1,"CVX":0.9,"VZ":0.6}},"isVote":1,"tweetType":1,"viewCount":520,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}