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CY Tan

CY Tan

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2022-08-06

It is good to see the positive perspective towardsAlibaba which has not been done very well for the last 12 months.

Alibaba Earnings Highlight Attractive Turnaround Story, Though Stock Gives Back Gains

2022-04-27

Excellent financial result for Microsoft!

Microsoft Beat Revenue Estimates on Cloud Growth

2022-03-21

Weird strategy...

Why the Heck Is AMC Entertainment Buying a Gold and Silver Mine?

2023-04-16

Thank you for the campaign.

2022-05-24

Profitability is the key for Grab share price to go up.

Grab Stock Slid More Than 6% in Morning Trading

2022-01-03

Very strong 2021 GDP growth from the low baseline in 2020. The concern now will be the magnitude of inflation.

Sorry, the original content has been removed

2022-02-19

Hope to see Grab's share price to go up after Temasek increase their investment on Grab.

Grab Shares Rose 3.1% in Premarket Trading

2022-01-22

Big sell off for Nasdaq...

U.S. Stocks Continued to Decline, and Big Tech Stocks Slid

2022-02-13

Good advice! Thanks.

Inflation Fears Are Overblown — Five Reasons Why You Need to Buy the Dip in Stocks

2022-01-03

Will research on the 3 companies.

Sorry, the original content has been removed

Go to Tiger App to see more news

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reported essentially flat revenue growth for its June quarter on Thursday morning, while signaling an improvement in business trends as the period wore on as well as progress in efforts to rein in expenses. Alibaba&#39;s U.S.-listed shares gained 1.8% in Thursday&#39;s session, though they were off 4.2% in Friday morning action and trading lower than they had been just prior to the report.</p><p>Then again, analysts were encouraged by what they saw from Alibaba&#39;s management team, especially in the wake of a tough stretch for the company and the shares. Alibaba has been dogged by rising competition from live-streaming platforms.</p><p>Shares have fallen 53% over the past 12 months, as the KraneShares CSI China Internet ETF <a href=\"https://laohu8.com/S/KWEB\">$(KWEB)$</a> has lost 42% and as the S&amp;P 500  has dropped 6%.</p><p>&#34;This is the first quarter in a while results are tracking in-line, and we feel the downward revision cycle appears to be approaching an end,&#34; Mizuho&#39;s James Lee wrote in a note to clients.</p><p>He highlighted that while customer management revenue has been lagging gross merchandise volume given growing merchant expenses, Alibaba still beat expectations for earnings before interest, taxes, and appreciation in its China commerce business.</p><p>&#34;Disciplined spending drives outperforming profitability,&#34; Lee continued, while reiterating his buy rating and $160 price target on the stock. He called Alibaba &#34;an attractive turnaround story in our coverage.&#34;</p><p>Citi Research analyst Alicia Yap was similarly encouraged.</p><p>&#34;We view the solid revs beat and stronger-than-expected profit beat as a long-waited print, which we believe could help to improve overall market sentiment on BABA&#39;s fundamentals and its continued effort to navigate through multiple challenges over the past 1.5 years,&#34; she wrote in a note to clients.</p><p>For Yap, a highlight was Alibaba&#39;s mid-single-digit decline in paid gross merchandise volume at Taobao and Tmall, a performance she thought was &#34;ahead of many buy-side and sell-side expectations&#34; as &#34;many were expecting [growth to be] down mid-teens&#34; on a year-over-year basis.</p><p>&#34;More importantly, we view the China commerce adj. EBITA...as positive and a &#39;needed surprise&#39; to reassure investors on the company&#39;s cost optimization efforts and to help validate its profit generation ability,&#34; she continued. Yap rates the stock a buy with a $172 target price.</p><p>Jefferies analyst Thomas Chong wrote that as Alibaba is cutting costs, its management team seems to be taking a thoughtful approach to the process.</p><p>&#34;The pursuit of cost optimization and efficiencies is driven by strategic choice and judgment of macro environment rather than primarily financial consideration,&#34; he wrote. &#34;Cost efficiencies apply to business units with different strategies amidst the uncertainties in macro-environments.&#34;</p><p>He has a buy rating and a $230 price target on Alibaba&#39;s U.S.-listed shares.</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 Earnings Highlight Attractive Turnaround Story, Though Stock Gives Back Gains</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 Earnings Highlight Attractive Turnaround Story, Though Stock Gives Back Gains\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-08-05 23:04</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The Latest results brought a &#39;needed surprise&#39; and other positives, say analysts.</p><p><a href=\"https://laohu8.com/S/BABA\">Alibaba Group Holding Ltd.</a>&#39;s shares looked to be giving back their post-earnings gains in Friday trading, but analysts generally had praise for the Chinese e-commerce giant&#39;s latest results.</p><p>The company reported essentially flat revenue growth for its June quarter on Thursday morning, while signaling an improvement in business trends as the period wore on as well as progress in efforts to rein in expenses. Alibaba&#39;s U.S.-listed shares gained 1.8% in Thursday&#39;s session, though they were off 4.2% in Friday morning action and trading lower than they had been just prior to the report.</p><p>Then again, analysts were encouraged by what they saw from Alibaba&#39;s management team, especially in the wake of a tough stretch for the company and the shares. Alibaba has been dogged by rising competition from live-streaming platforms.</p><p>Shares have fallen 53% over the past 12 months, as the KraneShares CSI China Internet ETF <a href=\"https://laohu8.com/S/KWEB\">$(KWEB)$</a> has lost 42% and as the S&amp;P 500  has dropped 6%.</p><p>&#34;This is the first quarter in a while results are tracking in-line, and we feel the downward revision cycle appears to be approaching an end,&#34; Mizuho&#39;s James Lee wrote in a note to clients.</p><p>He highlighted that while customer management revenue has been lagging gross merchandise volume given growing merchant expenses, Alibaba still beat expectations for earnings before interest, taxes, and appreciation in its China commerce business.</p><p>&#34;Disciplined spending drives outperforming profitability,&#34; Lee continued, while reiterating his buy rating and $160 price target on the stock. He called Alibaba &#34;an attractive turnaround story in our coverage.&#34;</p><p>Citi Research analyst Alicia Yap was similarly encouraged.</p><p>&#34;We view the solid revs beat and stronger-than-expected profit beat as a long-waited print, which we believe could help to improve overall market sentiment on BABA&#39;s fundamentals and its continued effort to navigate through multiple challenges over the past 1.5 years,&#34; she wrote in a note to clients.</p><p>For Yap, a highlight was Alibaba&#39;s mid-single-digit decline in paid gross merchandise volume at Taobao and Tmall, a performance she thought was &#34;ahead of many buy-side and sell-side expectations&#34; as &#34;many were expecting [growth to be] down mid-teens&#34; on a year-over-year basis.</p><p>&#34;More importantly, we view the China commerce adj. EBITA...as positive and a &#39;needed surprise&#39; to reassure investors on the company&#39;s cost optimization efforts and to help validate its profit generation ability,&#34; she continued. Yap rates the stock a buy with a $172 target price.</p><p>Jefferies analyst Thomas Chong wrote that as Alibaba is cutting costs, its management team seems to be taking a thoughtful approach to the process.</p><p>&#34;The pursuit of cost optimization and efficiencies is driven by strategic choice and judgment of macro environment rather than primarily financial consideration,&#34; he wrote. &#34;Cost efficiencies apply to business units with different strategies amidst the uncertainties in macro-environments.&#34;</p><p>He has a buy rating and a $230 price target on Alibaba&#39;s U.S.-listed shares.</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":"2257669194","content_text":"The Latest results brought a 'needed surprise' and other positives, say analysts.Alibaba Group Holding Ltd.'s shares looked to be giving back their post-earnings gains in Friday trading, but analysts generally had praise for the Chinese e-commerce giant's latest results.The company reported essentially flat revenue growth for its June quarter on Thursday morning, while signaling an improvement in business trends as the period wore on as well as progress in efforts to rein in expenses. Alibaba's U.S.-listed shares gained 1.8% in Thursday's session, though they were off 4.2% in Friday morning action and trading lower than they had been just prior to the report.Then again, analysts were encouraged by what they saw from Alibaba's management team, especially in the wake of a tough stretch for the company and the shares. Alibaba has been dogged by rising competition from live-streaming platforms.Shares have fallen 53% over the past 12 months, as the KraneShares CSI China Internet ETF $(KWEB)$ has lost 42% and as the S&P 500  has dropped 6%.\"This is the first quarter in a while results are tracking in-line, and we feel the downward revision cycle appears to be approaching an end,\" Mizuho's James Lee wrote in a note to clients.He highlighted that while customer management revenue has been lagging gross merchandise volume given growing merchant expenses, Alibaba still beat expectations for earnings before interest, taxes, and appreciation in its China commerce business.\"Disciplined spending drives outperforming profitability,\" Lee continued, while reiterating his buy rating and $160 price target on the stock. He called Alibaba \"an attractive turnaround story in our coverage.\"Citi Research analyst Alicia Yap was similarly encouraged.\"We view the solid revs beat and stronger-than-expected profit beat as a long-waited print, which we believe could help to improve overall market sentiment on BABA's fundamentals and its continued effort to navigate through multiple challenges over the past 1.5 years,\" she wrote in a note to clients.For Yap, a highlight was Alibaba's mid-single-digit decline in paid gross merchandise volume at Taobao and Tmall, a performance she thought was \"ahead of many buy-side and sell-side expectations\" as \"many were expecting [growth to be] down mid-teens\" on a year-over-year basis.\"More importantly, we view the China commerce adj. EBITA...as positive and a 'needed surprise' to reassure investors on the company's cost optimization efforts and to help validate its profit generation ability,\" she continued. Yap rates the stock a buy with a $172 target price.Jefferies analyst Thomas Chong wrote that as Alibaba is cutting costs, its management team seems to be taking a thoughtful approach to the process.\"The pursuit of cost optimization and efficiencies is driven by strategic choice and judgment of macro environment rather than primarily financial consideration,\" he wrote. \"Cost efficiencies apply to business units with different strategies amidst the uncertainties in macro-environments.\"He has a buy rating and a $230 price target on Alibaba's U.S.-listed shares.","news_type":1,"symbols_score_info":{"BABA":0.9}},"isVote":1,"tweetType":1,"viewCount":4075,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9026853170,"gmtCreate":1653356811390,"gmtModify":1676535267153,"author":{"id":"4100859883182300","authorId":"4100859883182300","name":"CY Tan","avatar":"https://community-static.tradeup.com/news/b90d9b6ee1c08462aecf7e7fc71fd921","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100859883182300","authorIdStr":"4100859883182300"},"themes":[],"htmlText":"Profitability is the key for Grab share price to go up.","listText":"Profitability is the key for Grab share price to go up.","text":"Profitability is the key for Grab share price to go up.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9026853170","repostId":"1146005368","repostType":4,"repost":{"id":"1146005368","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":1653314565,"share":"https://ttm.financial/m/news/1146005368?lang=en_US&edition=fundamental","pubTime":"2022-05-23 22:02","market":"us","language":"en","title":"Grab Stock Slid More Than 6% in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1146005368","media":"Tiger Newspress","summary":"Grab stock slid more than 6% in morning trading.Grab (NASDAQ:GRAB) reported a very solid first quart","content":"<html><head></head><body><p>Grab stock slid more than 6% in morning trading.</p><p><img src=\"https://static.tigerbbs.com/1065ae50a487eea48fc2123143874e47\" tg-width=\"874\" tg-height=\"621\" referrerpolicy=\"no-referrer\"/></p><p>Grab (NASDAQ:GRAB) reported a very solid first quarter of 2022, with GMV up 32%. Particularly impressive was the deliveries segment, which saw growth of 50%, significantly above expectations. We had recently upgraded the shares to &#34;Hold&#34; based on the attractive valuation, but we&#39;re now upgrading the shares again given that profitability now looks more attainable in the medium term.</p><p><img src=\"https://static.tigerbbs.com/5cfaef7da7b5f4bd43db70fd365c2e6e\" tg-width=\"640\" tg-height=\"358\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>These results surpassed the previously given outlook by a good margin. For example, deliveries GMV has been guided to be between $2.4B and $2.5B and it was actually $2.56B. Mobility GMV has been guided to between $0.75B and $0.80B, and the actual result was $0.83B. But the one that gave the biggest surprise was financial services total payment volume, which has been guided to be between $3.1B and $3.2B, and the actual result was significantly higher at $3.6B.</p><p>All these point to recovering growth, which is all fine and good, but we&#39;re still concerned with profitability. Here the company managed to make some improvements as well by reducing incentives as a proportion of GMV. Adjusted EBITDA margins as a proportion of GMV improved sequentially from -6.8% to -6%. Much of this improvement came from reduced losses in the deliveries segment. This is very encouraging, but it remains to be seen if the company can actually turn profitable before it runs out of funds.</p><p><img src=\"https://static.tigerbbs.com/a51e5f7af20f7049c56fce95c7641130\" tg-width=\"640\" tg-height=\"358\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>What makes us more optimistic about the company is the growth it&#39;s seeing in its financial services segment. We believe this is the part of the company that has the better chance of reaching solid profitability first, and maybe subsidize the rest of the company until they too become profitable. Year over year the company saw 5x growth in buy now pay later, and 3x growth in loans disbursed.</p><p>Even better, when its customers make use of Grab&#39;s financial services, they spend more and their retention on the platform improves.</p><p><img src=\"https://static.tigerbbs.com/556608a22e6efd02a8162f618c3a70b3\" tg-width=\"640\" tg-height=\"358\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>Liquidity</b></p><p>The company reported that as of March 31, 2022, it had net cash liquidity of $5.97B, which should be enough to finance losses for a few more quarters. The investment case for Grab is that it will reach enough scale, and improve margins enough, to reach at least positive operating cash flow before its liquidity runs dry.</p><p>As of Dec. 31, 2021, the company had net cash liquidity of $6.79B. This means that in just one quarter its liquidity went down ~$800 million. At this pace it would mean the company has a runway of approximately eight quarters, but if Grab makes incremental improvements to its margins this could last a little longer. In any case, time of the essence for Grab to show that it has a sustainable business model, especially now with investors more focused on profits and less enthusiastic about unprofitable growth.</p><p><b>Valuation</b></p><p>It&#39;s difficult to value Grab, since it does not yet have positive earnings or even EBITDA, and it&#39;s difficult to do a credible discounted cash flow model when it&#39;s difficult to tell what its profit margins can be in the future. What is clear is that this is a company growing at a very fast pace, and that it is one of Asia&#39;s &#34;Super Apps.&#34; Based on this we believe that if the company finds a way to become profitable, that it can become a very valuable company. With a market cap of ~$12 B, there&#39;s room for the valuation to expand if the company proves it can become profitable.</p><p><img src=\"https://static.tigerbbs.com/ce4e62cfe0f52a079d8e30bdbb594793\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>At least the company is no longer trading at an unrealistic multiple of revenues. Its EV/revenues multiple reached a high of more than 40x, but has since gone down to ~9x, and the forward EV/revenues stands at only ~5x. This tells us that investors are being a lot more realistic, and balancing the growth of the company with the profitability challenges, to come up with a valuation that leaves more room for error. Still, we would like to remind everyone that even if the risk/reward is a lot more attractive now that the company is seeing profitability improvements and that the valuation is a lot more reasonable, that this is still a company that could go bankrupt if it does not turn profitable in the next few quarters. We estimate the runway it has to become profitable at around eight quarters, but it could be more or less depending on how operating cash flow trends from here. There&#39;s also the possibility that the company will try to do another capital raise to extend its runway if it gets too close to running out of cash.</p><p><img src=\"https://static.tigerbbs.com/bef0947c2c077a4dc099088530669bd1\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>Outlook for 2022</b></p><p>For fiscal year 2022, Grab is guiding for revenue between $1.2B and $1.3B, and GMV growth of between 30% and 35%. This guidance is reassuring that growth is returning to the business, so the remaining concern is profitability. While we&#39;re seeing some green shoots there the company still has a lot to do to become sustainably profitable.</p><p><b>ESG</b></p><p>We would like to add a quick note saying that we&#39;re positively surprised by Grab&#39;s sustainability efforts. It&#39;s pledging to become carbon neutral as a platform by 2040, it is looking to expand the proportion of women in leadership roles to 40% by 2030, and it&#39;s seeking to double the number of economically marginalized individuals earning an income on Grab by 2025. These are very laudable goals and we hope the company manages to reach them.</p><p><b>Risks</b></p><p>While the risk/reward has improved to the point that we now rate the company a &#34;Buy,&#34; we would like to remind our readers that this is a speculative investment that could easily end up in bankruptcy. It seems bears have come to the same conclusion that the risk/reward has improve, given that the short interest is not that significant at ~5.4%.</p><p>The Altman Z-score is negative, which is a red flag, and is reflective of the profitability challenges the company has. It will have to optimize its business model to reach margins that let it operate profitability if it wants to eventually go out of business.</p><p><img src=\"https://static.tigerbbs.com/b9a705f6d4f513634c0b5128d6154cf2\" tg-width=\"381\" tg-height=\"191\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>Conclusion</b></p><p>The most recent quarter was mostly a positive one, and shares reacted by going up in price. There are signs that high growth is returning, and that some steps toward becoming profitable are being taken. The company is being more prudent with the use of incentives, and EBITDA margins are moving in the right direction. The delivery segment showed impressive growth, and the finance segment is proving to be one of the most promising businesses for the company. That said, the company is still burning significant amounts of cash, and it will have to further improve margins and profitability if it wants to remain a going concern. Overall, we rate shares a &#34;buy&#34; given the positive risk/reward, but pointing out that risk is significant and that an investment in the company can easily result in total loss.</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>Grab Stock Slid More Than 6% 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\">\nGrab Stock Slid More Than 6% 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\">2022-05-23 22:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Grab stock slid more than 6% in morning trading.</p><p><img src=\"https://static.tigerbbs.com/1065ae50a487eea48fc2123143874e47\" tg-width=\"874\" tg-height=\"621\" referrerpolicy=\"no-referrer\"/></p><p>Grab (NASDAQ:GRAB) reported a very solid first quarter of 2022, with GMV up 32%. Particularly impressive was the deliveries segment, which saw growth of 50%, significantly above expectations. We had recently upgraded the shares to &#34;Hold&#34; based on the attractive valuation, but we&#39;re now upgrading the shares again given that profitability now looks more attainable in the medium term.</p><p><img src=\"https://static.tigerbbs.com/5cfaef7da7b5f4bd43db70fd365c2e6e\" tg-width=\"640\" tg-height=\"358\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>These results surpassed the previously given outlook by a good margin. For example, deliveries GMV has been guided to be between $2.4B and $2.5B and it was actually $2.56B. Mobility GMV has been guided to between $0.75B and $0.80B, and the actual result was $0.83B. But the one that gave the biggest surprise was financial services total payment volume, which has been guided to be between $3.1B and $3.2B, and the actual result was significantly higher at $3.6B.</p><p>All these point to recovering growth, which is all fine and good, but we&#39;re still concerned with profitability. Here the company managed to make some improvements as well by reducing incentives as a proportion of GMV. Adjusted EBITDA margins as a proportion of GMV improved sequentially from -6.8% to -6%. Much of this improvement came from reduced losses in the deliveries segment. This is very encouraging, but it remains to be seen if the company can actually turn profitable before it runs out of funds.</p><p><img src=\"https://static.tigerbbs.com/a51e5f7af20f7049c56fce95c7641130\" tg-width=\"640\" tg-height=\"358\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>What makes us more optimistic about the company is the growth it&#39;s seeing in its financial services segment. We believe this is the part of the company that has the better chance of reaching solid profitability first, and maybe subsidize the rest of the company until they too become profitable. Year over year the company saw 5x growth in buy now pay later, and 3x growth in loans disbursed.</p><p>Even better, when its customers make use of Grab&#39;s financial services, they spend more and their retention on the platform improves.</p><p><img src=\"https://static.tigerbbs.com/556608a22e6efd02a8162f618c3a70b3\" tg-width=\"640\" tg-height=\"358\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>Liquidity</b></p><p>The company reported that as of March 31, 2022, it had net cash liquidity of $5.97B, which should be enough to finance losses for a few more quarters. The investment case for Grab is that it will reach enough scale, and improve margins enough, to reach at least positive operating cash flow before its liquidity runs dry.</p><p>As of Dec. 31, 2021, the company had net cash liquidity of $6.79B. This means that in just one quarter its liquidity went down ~$800 million. At this pace it would mean the company has a runway of approximately eight quarters, but if Grab makes incremental improvements to its margins this could last a little longer. In any case, time of the essence for Grab to show that it has a sustainable business model, especially now with investors more focused on profits and less enthusiastic about unprofitable growth.</p><p><b>Valuation</b></p><p>It&#39;s difficult to value Grab, since it does not yet have positive earnings or even EBITDA, and it&#39;s difficult to do a credible discounted cash flow model when it&#39;s difficult to tell what its profit margins can be in the future. What is clear is that this is a company growing at a very fast pace, and that it is one of Asia&#39;s &#34;Super Apps.&#34; Based on this we believe that if the company finds a way to become profitable, that it can become a very valuable company. With a market cap of ~$12 B, there&#39;s room for the valuation to expand if the company proves it can become profitable.</p><p><img src=\"https://static.tigerbbs.com/ce4e62cfe0f52a079d8e30bdbb594793\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>At least the company is no longer trading at an unrealistic multiple of revenues. Its EV/revenues multiple reached a high of more than 40x, but has since gone down to ~9x, and the forward EV/revenues stands at only ~5x. This tells us that investors are being a lot more realistic, and balancing the growth of the company with the profitability challenges, to come up with a valuation that leaves more room for error. Still, we would like to remind everyone that even if the risk/reward is a lot more attractive now that the company is seeing profitability improvements and that the valuation is a lot more reasonable, that this is still a company that could go bankrupt if it does not turn profitable in the next few quarters. We estimate the runway it has to become profitable at around eight quarters, but it could be more or less depending on how operating cash flow trends from here. There&#39;s also the possibility that the company will try to do another capital raise to extend its runway if it gets too close to running out of cash.</p><p><img src=\"https://static.tigerbbs.com/bef0947c2c077a4dc099088530669bd1\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>Outlook for 2022</b></p><p>For fiscal year 2022, Grab is guiding for revenue between $1.2B and $1.3B, and GMV growth of between 30% and 35%. This guidance is reassuring that growth is returning to the business, so the remaining concern is profitability. While we&#39;re seeing some green shoots there the company still has a lot to do to become sustainably profitable.</p><p><b>ESG</b></p><p>We would like to add a quick note saying that we&#39;re positively surprised by Grab&#39;s sustainability efforts. It&#39;s pledging to become carbon neutral as a platform by 2040, it is looking to expand the proportion of women in leadership roles to 40% by 2030, and it&#39;s seeking to double the number of economically marginalized individuals earning an income on Grab by 2025. These are very laudable goals and we hope the company manages to reach them.</p><p><b>Risks</b></p><p>While the risk/reward has improved to the point that we now rate the company a &#34;Buy,&#34; we would like to remind our readers that this is a speculative investment that could easily end up in bankruptcy. It seems bears have come to the same conclusion that the risk/reward has improve, given that the short interest is not that significant at ~5.4%.</p><p>The Altman Z-score is negative, which is a red flag, and is reflective of the profitability challenges the company has. It will have to optimize its business model to reach margins that let it operate profitability if it wants to eventually go out of business.</p><p><img src=\"https://static.tigerbbs.com/b9a705f6d4f513634c0b5128d6154cf2\" tg-width=\"381\" tg-height=\"191\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>Conclusion</b></p><p>The most recent quarter was mostly a positive one, and shares reacted by going up in price. There are signs that high growth is returning, and that some steps toward becoming profitable are being taken. The company is being more prudent with the use of incentives, and EBITDA margins are moving in the right direction. The delivery segment showed impressive growth, and the finance segment is proving to be one of the most promising businesses for the company. That said, the company is still burning significant amounts of cash, and it will have to further improve margins and profitability if it wants to remain a going concern. Overall, we rate shares a &#34;buy&#34; given the positive risk/reward, but pointing out that risk is significant and that an investment in the company can easily result in total loss.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GRAB":"Grab Holdings"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146005368","content_text":"Grab stock slid more than 6% in morning trading.Grab (NASDAQ:GRAB) reported a very solid first quarter of 2022, with GMV up 32%. Particularly impressive was the deliveries segment, which saw growth of 50%, significantly above expectations. We had recently upgraded the shares to \"Hold\" based on the attractive valuation, but we're now upgrading the shares again given that profitability now looks more attainable in the medium term.These results surpassed the previously given outlook by a good margin. For example, deliveries GMV has been guided to be between $2.4B and $2.5B and it was actually $2.56B. Mobility GMV has been guided to between $0.75B and $0.80B, and the actual result was $0.83B. But the one that gave the biggest surprise was financial services total payment volume, which has been guided to be between $3.1B and $3.2B, and the actual result was significantly higher at $3.6B.All these point to recovering growth, which is all fine and good, but we're still concerned with profitability. Here the company managed to make some improvements as well by reducing incentives as a proportion of GMV. Adjusted EBITDA margins as a proportion of GMV improved sequentially from -6.8% to -6%. Much of this improvement came from reduced losses in the deliveries segment. This is very encouraging, but it remains to be seen if the company can actually turn profitable before it runs out of funds.What makes us more optimistic about the company is the growth it's seeing in its financial services segment. We believe this is the part of the company that has the better chance of reaching solid profitability first, and maybe subsidize the rest of the company until they too become profitable. Year over year the company saw 5x growth in buy now pay later, and 3x growth in loans disbursed.Even better, when its customers make use of Grab's financial services, they spend more and their retention on the platform improves.LiquidityThe company reported that as of March 31, 2022, it had net cash liquidity of $5.97B, which should be enough to finance losses for a few more quarters. The investment case for Grab is that it will reach enough scale, and improve margins enough, to reach at least positive operating cash flow before its liquidity runs dry.As of Dec. 31, 2021, the company had net cash liquidity of $6.79B. This means that in just one quarter its liquidity went down ~$800 million. At this pace it would mean the company has a runway of approximately eight quarters, but if Grab makes incremental improvements to its margins this could last a little longer. In any case, time of the essence for Grab to show that it has a sustainable business model, especially now with investors more focused on profits and less enthusiastic about unprofitable growth.ValuationIt's difficult to value Grab, since it does not yet have positive earnings or even EBITDA, and it's difficult to do a credible discounted cash flow model when it's difficult to tell what its profit margins can be in the future. What is clear is that this is a company growing at a very fast pace, and that it is one of Asia's \"Super Apps.\" Based on this we believe that if the company finds a way to become profitable, that it can become a very valuable company. With a market cap of ~$12 B, there's room for the valuation to expand if the company proves it can become profitable.At least the company is no longer trading at an unrealistic multiple of revenues. Its EV/revenues multiple reached a high of more than 40x, but has since gone down to ~9x, and the forward EV/revenues stands at only ~5x. This tells us that investors are being a lot more realistic, and balancing the growth of the company with the profitability challenges, to come up with a valuation that leaves more room for error. Still, we would like to remind everyone that even if the risk/reward is a lot more attractive now that the company is seeing profitability improvements and that the valuation is a lot more reasonable, that this is still a company that could go bankrupt if it does not turn profitable in the next few quarters. We estimate the runway it has to become profitable at around eight quarters, but it could be more or less depending on how operating cash flow trends from here. There's also the possibility that the company will try to do another capital raise to extend its runway if it gets too close to running out of cash.Outlook for 2022For fiscal year 2022, Grab is guiding for revenue between $1.2B and $1.3B, and GMV growth of between 30% and 35%. This guidance is reassuring that growth is returning to the business, so the remaining concern is profitability. While we're seeing some green shoots there the company still has a lot to do to become sustainably profitable.ESGWe would like to add a quick note saying that we're positively surprised by Grab's sustainability efforts. It's pledging to become carbon neutral as a platform by 2040, it is looking to expand the proportion of women in leadership roles to 40% by 2030, and it's seeking to double the number of economically marginalized individuals earning an income on Grab by 2025. These are very laudable goals and we hope the company manages to reach them.RisksWhile the risk/reward has improved to the point that we now rate the company a \"Buy,\" we would like to remind our readers that this is a speculative investment that could easily end up in bankruptcy. It seems bears have come to the same conclusion that the risk/reward has improve, given that the short interest is not that significant at ~5.4%.The Altman Z-score is negative, which is a red flag, and is reflective of the profitability challenges the company has. It will have to optimize its business model to reach margins that let it operate profitability if it wants to eventually go out of business.ConclusionThe most recent quarter was mostly a positive one, and shares reacted by going up in price. There are signs that high growth is returning, and that some steps toward becoming profitable are being taken. The company is being more prudent with the use of incentives, and EBITDA margins are moving in the right direction. The delivery segment showed impressive growth, and the finance segment is proving to be one of the most promising businesses for the company. That said, the company is still burning significant amounts of cash, and it will have to further improve margins and profitability if it wants to remain a going concern. Overall, we rate shares a \"buy\" given the positive risk/reward, but pointing out that risk is significant and that an investment in the company can easily result in total loss.","news_type":1,"symbols_score_info":{"GRAB":0.9}},"isVote":1,"tweetType":1,"viewCount":3904,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9087583763,"gmtCreate":1651022995096,"gmtModify":1676534836280,"author":{"id":"4100859883182300","authorId":"4100859883182300","name":"CY Tan","avatar":"https://community-static.tradeup.com/news/b90d9b6ee1c08462aecf7e7fc71fd921","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100859883182300","authorIdStr":"4100859883182300"},"themes":[],"htmlText":"Excellent financial result for Microsoft!","listText":"Excellent financial result for Microsoft!","text":"Excellent financial result for Microsoft!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9087583763","repostId":"2230482013","repostType":4,"repost":{"id":"2230482013","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":1651010008,"share":"https://ttm.financial/m/news/2230482013?lang=en_US&edition=fundamental","pubTime":"2022-04-27 05:53","market":"us","language":"en","title":"Microsoft Beat Revenue Estimates on Cloud Growth","url":"https://stock-news.laohu8.com/highlight/detail?id=2230482013","media":"Tiger Newspress","summary":"Microsoft Corp beat Wall Street profit and revenue expectations, benefiting from demand for the soft","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/MSFT\">Microsoft Corp</a> beat Wall Street profit and revenue expectations, benefiting from demand for the software giant&#39;s cloud-based services from the pandemic-triggered shift to hybrid work models.</p><p>The company reported revenue of $49.36 billion in the third quarter, compared with $41.7 billion a year earlier. Analysts on average had expected revenue of $49.05 billion, according to Refinitiv IBES data.</p><p>Net income rose to $16.73 billion, or $2.22 per share, in the quarter ended March 31, from $15.46 billion, or $2.03 per share, a year earlier. That topped analyst targets of $2.19.</p><p>Shares were up more than 6% in after-hours trade.</p><p><img src=\"https://static.tigerbbs.com/1e5e90da81fa314716175941a51af772\" tg-width=\"931\" tg-height=\"670\" width=\"100%\" height=\"auto\"/></p><p>Individuals and organizations turned to Microsoft&#39;s diverse products, such as Outlook and Teams workplace messaging app, to communicate during the switch to working and learning from home, making the company a pandemic winner.</p><p>Now as economies reopen, businesses are increasingly shifting to a hybrid model of allowing staff to alternatively work from office and home. That&#39;s also helping drive up revenue of Windows products, said Brett Iversen, general manager of investor relations. &#34;Strength in the commercial PC market drove Windows OEM revenue up 11%,&#34; he told Reuters.</p><p>The hybrid work trend is resulting in a continued strength for Microsoft&#39;s cloud services, including its flagship cloud offering Azure.</p><p>Third-quarter Azure annual growth of 46.0% was steady from the previous quarter and in line with estimates of 45.6% growth compiled by Visible Alpha. Still, Azure growth has showed a steady drop from fiscal 2020 when growth was in the 60% range.</p><p>Iversen said that Azure Microsoft had better-than-expected growth in long-term Azure contracts, although he did not provide specific numbers.</p><p>&#34;These numbers show that customers continue to turn to Microsoft as they accelerate their shift to cloud computing and the current unsettling economic environment has not yet impacted the company&#39;s main growth driver,&#34; said Haris Anwar, senior analyst at Investing.com.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Microsoft Beat Revenue Estimates on Cloud Growth</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\">\nMicrosoft Beat Revenue Estimates on Cloud Growth\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-04-27 05:53</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/MSFT\">Microsoft Corp</a> beat Wall Street profit and revenue expectations, benefiting from demand for the software giant&#39;s cloud-based services from the pandemic-triggered shift to hybrid work models.</p><p>The company reported revenue of $49.36 billion in the third quarter, compared with $41.7 billion a year earlier. Analysts on average had expected revenue of $49.05 billion, according to Refinitiv IBES data.</p><p>Net income rose to $16.73 billion, or $2.22 per share, in the quarter ended March 31, from $15.46 billion, or $2.03 per share, a year earlier. That topped analyst targets of $2.19.</p><p>Shares were up more than 6% in after-hours trade.</p><p><img src=\"https://static.tigerbbs.com/1e5e90da81fa314716175941a51af772\" tg-width=\"931\" tg-height=\"670\" width=\"100%\" height=\"auto\"/></p><p>Individuals and organizations turned to Microsoft&#39;s diverse products, such as Outlook and Teams workplace messaging app, to communicate during the switch to working and learning from home, making the company a pandemic winner.</p><p>Now as economies reopen, businesses are increasingly shifting to a hybrid model of allowing staff to alternatively work from office and home. That&#39;s also helping drive up revenue of Windows products, said Brett Iversen, general manager of investor relations. &#34;Strength in the commercial PC market drove Windows OEM revenue up 11%,&#34; he told Reuters.</p><p>The hybrid work trend is resulting in a continued strength for Microsoft&#39;s cloud services, including its flagship cloud offering Azure.</p><p>Third-quarter Azure annual growth of 46.0% was steady from the previous quarter and in line with estimates of 45.6% growth compiled by Visible Alpha. Still, Azure growth has showed a steady drop from fiscal 2020 when growth was in the 60% range.</p><p>Iversen said that Azure Microsoft had better-than-expected growth in long-term Azure contracts, although he did not provide specific numbers.</p><p>&#34;These numbers show that customers continue to turn to Microsoft as they accelerate their shift to cloud computing and the current unsettling economic environment has not yet impacted the company&#39;s main growth driver,&#34; said Haris Anwar, senior analyst at Investing.com.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2230482013","content_text":"Microsoft Corp beat Wall Street profit and revenue expectations, benefiting from demand for the software giant's cloud-based services from the pandemic-triggered shift to hybrid work models.The company reported revenue of $49.36 billion in the third quarter, compared with $41.7 billion a year earlier. Analysts on average had expected revenue of $49.05 billion, according to Refinitiv IBES data.Net income rose to $16.73 billion, or $2.22 per share, in the quarter ended March 31, from $15.46 billion, or $2.03 per share, a year earlier. That topped analyst targets of $2.19.Shares were up more than 6% in after-hours trade.Individuals and organizations turned to Microsoft's diverse products, such as Outlook and Teams workplace messaging app, to communicate during the switch to working and learning from home, making the company a pandemic winner.Now as economies reopen, businesses are increasingly shifting to a hybrid model of allowing staff to alternatively work from office and home. That's also helping drive up revenue of Windows products, said Brett Iversen, general manager of investor relations. \"Strength in the commercial PC market drove Windows OEM revenue up 11%,\" he told Reuters.The hybrid work trend is resulting in a continued strength for Microsoft's cloud services, including its flagship cloud offering Azure.Third-quarter Azure annual growth of 46.0% was steady from the previous quarter and in line with estimates of 45.6% growth compiled by Visible Alpha. Still, Azure growth has showed a steady drop from fiscal 2020 when growth was in the 60% range.Iversen said that Azure Microsoft had better-than-expected growth in long-term Azure contracts, although he did not provide specific numbers.\"These numbers show that customers continue to turn to Microsoft as they accelerate their shift to cloud computing and the current unsettling economic environment has not yet impacted the company's main growth driver,\" said Haris Anwar, senior analyst at Investing.com.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":3344,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9034116801,"gmtCreate":1647824939827,"gmtModify":1676534269056,"author":{"id":"4100859883182300","authorId":"4100859883182300","name":"CY Tan","avatar":"https://community-static.tradeup.com/news/b90d9b6ee1c08462aecf7e7fc71fd921","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100859883182300","authorIdStr":"4100859883182300"},"themes":[],"htmlText":"Weird strategy...","listText":"Weird strategy...","text":"Weird strategy...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9034116801","repostId":"1195743790","repostType":4,"repost":{"id":"1195743790","kind":"news","pubTimestamp":1647657923,"share":"https://ttm.financial/m/news/1195743790?lang=en_US&edition=fundamental","pubTime":"2022-03-19 10:45","market":"us","language":"en","title":"Why the Heck Is AMC Entertainment Buying a Gold and Silver Mine?","url":"https://stock-news.laohu8.com/highlight/detail?id=1195743790","media":"Motley Fool","summary":"The theater-chain operator is looking to diversify and help other distressed businesses.","content":"<div>\n<p>KEY POINTSAMC will take a 22% stake in defunct gold and silver miner Hycroft in exchange for $28 million.The miner shut down mining operations last November and laid off half its staff.Hycroft has yet...</p>\n\n<a href=\"https://www.fool.com/investing/2022/03/18/why-the-heck-is-amc-entertainment-buying-a-gold-an/\">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 the Heck Is AMC Entertainment Buying a Gold and Silver Mine?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy the Heck Is AMC Entertainment Buying a Gold and Silver Mine?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-19 10:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/03/18/why-the-heck-is-amc-entertainment-buying-a-gold-an/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSAMC will take a 22% stake in defunct gold and silver miner Hycroft in exchange for $28 million.The miner shut down mining operations last November and laid off half its staff.Hycroft has yet...</p>\n\n<a href=\"https://www.fool.com/investing/2022/03/18/why-the-heck-is-amc-entertainment-buying-a-gold-an/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMC":"AMC院线","HYMC":"Hycroft Mining Holding Corporation"},"source_url":"https://www.fool.com/investing/2022/03/18/why-the-heck-is-amc-entertainment-buying-a-gold-an/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195743790","content_text":"KEY POINTSAMC will take a 22% stake in defunct gold and silver miner Hycroft in exchange for $28 million.The miner shut down mining operations last November and laid off half its staff.Hycroft has yet to perform the necessary studies needed to launch the next stage of its operations.Nothing says you're serious about turning around your movie theater business than investing in a defunct gold and silver miner, or so AMC Entertainment would have you believe.The theater owner shocked everyone by announcing it had invested $27.9 million in Hycroft Mining in exchange for a 22% stake in the company. At the same time, metals investor Eric Sprott invested a similar amount into Hycroft.CEO Adam Aron said AMC's own near-death experience has made it willing and able to help other businesses also knocking at death's door.In recent years, however, AMC Entertainment has had enormous success and demonstrated expertise in guiding a company with otherwise valuable assets through a time of severe liquidity challenge, the raising of capital, and strengthening of balance sheets, as well as communicating with individual retail investors. It is all that experience and skill that we bring to the table to assist the talented mining professionals at Hycroft.However, investors should be even more wary of investing in AMC than they were before.Image source: Getty Images.In the pitsAMC is not healthy. Despite having established significant liquidity by using its meme stock popularity to raise cash, the movie industry has not recovered. There are fewer movies planned for release in 2022, and that will result in even lower theater attendance than was the case even before the pandemic. So taking resources away from bolstering the business is more than just surprising.More so because Hycroft Mining is not an active miner. It ceased operations at its only mine in Nevada last November, saying it wanted to switch to building a mill to process gold and silver sulfide ore.The problem is, Hycroft hasn't even done a feasibility study on whether the method Hycroft wants to use to process the ore will even work or is economically feasible. It says its previous plan for using a novel two-stage sulfide heap oxidation and leach process is not economical at current metal prices, so it will instead consider using an alternative process, though it's not yet proven it can be workable at a commercial scale.AMC, however, says third-party analyses confirm Hycroft has \"rock-solid assets,\" with 15 million ounces of gold deposits and around 600 million ounces of silver deposits at its Nevada mine.Hoping something sticksInvesting $28 million in a defunct gold miner when you have $1.8 billion sitting in the bank is in itself not much of an issue. Even if the whole enterprise goes belly up, it's not going to severely affect the company, and if it's successful, it may make some money on the deal. So why not, right?The problem arises from the mindset behind such an investment. The scattershot approach to trying something --anything!-- to get some kind of a return that's completely unrelated to your core competency indicates your actual business is not worth investing in.Buying a business in which you have no knowledge or understanding of the industry, only that it looks kind of similar to the situation you found yourself in, is hardly the way to be using shareholder resources.Aron has indicated he wants to think outside the box when it comes to reviving AMC, and not all of the options involve movies per se.For example, Aron recently revealed six strategies he saw AMC undertaking that included developing non-fungible tokens, or NFTs, and selling popcorn in retail stores. He did say he wanted to make more acquisitions, but I suspect most people thought he meant in line with the theater chain acquisitions he previously made. Buying a gold and silver miner was probably not on anyone's bingo card.Suspicious trading activityThe investment is likely to get SEC scrutiny too. CNBC reports there was highly unusual trading occurring in the days just preceding the announcement of the investment.It says analysis of FactSet data shows the 90-day average trading volume of Hycroft stock was around 355,000 shares prior to the news, but the day before, it spiked to 58.6 million shares, bringing the 90-day average up to 10.5 million shares.Indeed, last Friday, trading surged to 340 million shares, or five times greater than Hycroft's outstanding share count, and its stock rocketed from $0.30 a share to $1.40 the day before AMC announced its investment, a better than four-fold increase in price.Fool's goldInvesting legend Peter Lynch had a word for when companies go far afield like this: \"de-worsi-fication.\"In a bid to engage in a bit of empire building, CEOs graft wildly unrelated businesses onto their operations, ones that do nothing to strengthen the primary company -- and they tend to end badly.There was a lot to make investors cautious about taking a stake in AMC Entertainment before this. Now that the movie theater stock is getting into gold and silver mining, they should stay far away.","news_type":1,"symbols_score_info":{"HYMC":0.9,"AMC":0.9}},"isVote":1,"tweetType":1,"viewCount":3245,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9034118366,"gmtCreate":1647824820585,"gmtModify":1676534269025,"author":{"id":"4100859883182300","authorId":"4100859883182300","name":"CY Tan","avatar":"https://community-static.tradeup.com/news/b90d9b6ee1c08462aecf7e7fc71fd921","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100859883182300","authorIdStr":"4100859883182300"},"themes":[],"htmlText":"Any visible risk on their cloud business? Understand that government setup state owned enterpris to compete.","listText":"Any visible risk on their cloud business? Understand that government setup state owned enterpris to compete.","text":"Any visible risk on their cloud business? Understand that government setup state owned enterpris to compete.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9034118366","repostId":"2220430742","repostType":4,"isVote":1,"tweetType":1,"viewCount":3341,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9035930618,"gmtCreate":1647481411013,"gmtModify":1676534235802,"author":{"id":"4100859883182300","authorId":"4100859883182300","name":"CY Tan","avatar":"https://community-static.tradeup.com/news/b90d9b6ee1c08462aecf7e7fc71fd921","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100859883182300","authorIdStr":"4100859883182300"},"themes":[],"htmlText":"Finally managed to recover some ground.","listText":"Finally managed to recover some ground.","text":"Finally managed to recover some ground.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9035930618","repostId":"1145248977","repostType":4,"repost":{"id":"1145248977","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":1647480603,"share":"https://ttm.financial/m/news/1145248977?lang=en_US&edition=fundamental","pubTime":"2022-03-17 09:30","market":"us","language":"en","title":"Hong Kong Stocks Open Sharply Higher","url":"https://stock-news.laohu8.com/highlight/detail?id=1145248977","media":"Tiger Newspress","summary":"Hong Kong stocks open sharply higher on Thursday.The Hang Seng Index jumps more than 6% and the Hang","content":"<html><head></head><body><p>Hong Kong stocks open sharply higher on Thursday.The Hang Seng Index jumps more than 6% and the Hang Seng Tech Index jumps more than 10%.Alibaba, Meituan, JD.com, Baidu and XPeng stocks all jump more than 14%.</p><p><img src=\"https://static.tigerbbs.com/e08c64d545b449141dfb8ccc192dd1ee\" tg-width=\"841\" tg-height=\"620\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/9c21786a7396dfb3239f6fcaaf2decf6\" tg-width=\"841\" tg-height=\"618\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/b1735300d72db4026caaf51ba8448477\" tg-width=\"418\" tg-height=\"714\" referrerpolicy=\"no-referrer\"/></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>Hong Kong Stocks Open Sharply Higher</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\">\nHong Kong Stocks Open Sharply Higher\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\">2022-03-17 09:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Hong Kong stocks open sharply higher on Thursday.The Hang Seng Index jumps more than 6% and the Hang Seng Tech Index jumps more than 10%.Alibaba, Meituan, JD.com, Baidu and XPeng stocks all jump more than 14%.</p><p><img src=\"https://static.tigerbbs.com/e08c64d545b449141dfb8ccc192dd1ee\" tg-width=\"841\" tg-height=\"620\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/9c21786a7396dfb3239f6fcaaf2decf6\" tg-width=\"841\" tg-height=\"618\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/b1735300d72db4026caaf51ba8448477\" tg-width=\"418\" tg-height=\"714\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HSTECH":"恒生科技指数","HSI":"恒生指数"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145248977","content_text":"Hong Kong stocks open sharply higher on Thursday.The Hang Seng Index jumps more than 6% and the Hang Seng Tech Index jumps more than 10%.Alibaba, Meituan, JD.com, Baidu and XPeng stocks all jump more than 14%.","news_type":1,"symbols_score_info":{"HSTECH":0.9,"HSI":0.9}},"isVote":1,"tweetType":1,"viewCount":3434,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9030279595,"gmtCreate":1645747962495,"gmtModify":1676534059832,"author":{"id":"4100859883182300","authorId":"4100859883182300","name":"CY Tan","avatar":"https://community-static.tradeup.com/news/b90d9b6ee1c08462aecf7e7fc71fd921","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100859883182300","authorIdStr":"4100859883182300"},"themes":[],"htmlText":"Alibaba has continued to slide, not sure it will be recover in short term.","listText":"Alibaba has continued to slide, not sure it will be recover in short term.","text":"Alibaba has continued to slide, not sure it will be recover in short term.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9030279595","repostId":"1151709675","repostType":4,"repost":{"id":"1151709675","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":1645713523,"share":"https://ttm.financial/m/news/1151709675?lang=en_US&edition=fundamental","pubTime":"2022-02-24 22:38","market":"us","language":"en","title":"Shares of Alibaba Slid Nearly 5% In Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1151709675","media":"Tiger Newspress","summary":"Shares of Alibaba slid nearly 5% in morning trading. The company reported quarterly sales of $38.07 ","content":"<html><head></head><body><p>Shares of Alibaba slid nearly 5% in morning trading. The company reported quarterly sales of $38.07 billion which missed the analyst consensus estimate.</p><p><img src=\"https://static.tigerbbs.com/0f1be87fc5a51cf3f384d13b9f35dd96\" tg-width=\"835\" tg-height=\"635\" width=\"100%\" height=\"auto\"/></p><p><b>Business Highlights</b></p><p><b>Revenue</b> was RMB242,580 million (US$38,066 million), an increase of 10% year-over-year that was primarily driven by the revenue growth of China commerce segment by 7% year-over-year to RMB172,226 million (US$27,026 million), Cloud segment by 20% year-over-year to RMB19,539 million (US$3,066 million), Local consumer services segment by 27% year-over-year to RMB12,141 million (US$1,905 million) and International commerce segment by 18% year-over year to RMB16,449 million (US$2,581 million).</p><p><b>Annual active consumers</b> of the Alibaba Ecosystem across the world reached approximately 1.28 billion for the twelve months ended December 31, 2021, an increase of approximately 43 million from the twelve months ended September 30, 2021. This includes 979 million consumers in China and 301 million consumers overseas, representing a quarterly net increase of over 26 million and 16 million, respectively.</p><p><b>Income from operations</b>was RMB7,068 million (US$1,109 million), a decrease of 86% year-over-year, which included a RMB25,141 million (US$3,945 million) impairment of goodwill in relation to Digital media and entertainment segment. Excluding this impairment of goodwill, income from operations would have been RMB32,209 million (US$5,054 million), a decrease of 34% year-over-year. The year-over-year decrease was primarily due to our increased investments in growth initiatives and our increased spending for user growth, as well as our support to merchants.</p><p><b>Net income attributable to ordinary shareholders</b> was RMB20,429 million (US$3,206 million) and net income was RMB19,224 million (US$3,017 million), showing year-over-year decreases of 74% and 75%, respectively, primarily due to the impairment of goodwill of RMB25,141 million (US$3,945 million) and the decrease in net gains arising from the changes in fair value of our equity investments, both of which we excluded from our non-GAAP measures. Non-GAAP net income was RMB44,624 million (US$7,002 million), a decrease of 25% year-over-year.</p><p><b>Diluted earnings per ADS</b> was RMB7.51 (US$1.18) and diluted earnings per share was RMB0.94 (US$0.15 or HK$1.15). Non-GAAP diluted earnings per ADS was RMB16.87 (US$2.65), a decrease of 23% year-over-year and non-GAAP diluted earnings per share was RMB2.11 (US$0.33 or HK$2.58), a decrease of 23% year-over-year.</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>Shares of Alibaba Slid Nearly 5% 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\">\nShares of Alibaba Slid Nearly 5% 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\">2022-02-24 22:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Shares of Alibaba slid nearly 5% in morning trading. The company reported quarterly sales of $38.07 billion which missed the analyst consensus estimate.</p><p><img src=\"https://static.tigerbbs.com/0f1be87fc5a51cf3f384d13b9f35dd96\" tg-width=\"835\" tg-height=\"635\" width=\"100%\" height=\"auto\"/></p><p><b>Business Highlights</b></p><p><b>Revenue</b> was RMB242,580 million (US$38,066 million), an increase of 10% year-over-year that was primarily driven by the revenue growth of China commerce segment by 7% year-over-year to RMB172,226 million (US$27,026 million), Cloud segment by 20% year-over-year to RMB19,539 million (US$3,066 million), Local consumer services segment by 27% year-over-year to RMB12,141 million (US$1,905 million) and International commerce segment by 18% year-over year to RMB16,449 million (US$2,581 million).</p><p><b>Annual active consumers</b> of the Alibaba Ecosystem across the world reached approximately 1.28 billion for the twelve months ended December 31, 2021, an increase of approximately 43 million from the twelve months ended September 30, 2021. This includes 979 million consumers in China and 301 million consumers overseas, representing a quarterly net increase of over 26 million and 16 million, respectively.</p><p><b>Income from operations</b>was RMB7,068 million (US$1,109 million), a decrease of 86% year-over-year, which included a RMB25,141 million (US$3,945 million) impairment of goodwill in relation to Digital media and entertainment segment. Excluding this impairment of goodwill, income from operations would have been RMB32,209 million (US$5,054 million), a decrease of 34% year-over-year. The year-over-year decrease was primarily due to our increased investments in growth initiatives and our increased spending for user growth, as well as our support to merchants.</p><p><b>Net income attributable to ordinary shareholders</b> was RMB20,429 million (US$3,206 million) and net income was RMB19,224 million (US$3,017 million), showing year-over-year decreases of 74% and 75%, respectively, primarily due to the impairment of goodwill of RMB25,141 million (US$3,945 million) and the decrease in net gains arising from the changes in fair value of our equity investments, both of which we excluded from our non-GAAP measures. Non-GAAP net income was RMB44,624 million (US$7,002 million), a decrease of 25% year-over-year.</p><p><b>Diluted earnings per ADS</b> was RMB7.51 (US$1.18) and diluted earnings per share was RMB0.94 (US$0.15 or HK$1.15). Non-GAAP diluted earnings per ADS was RMB16.87 (US$2.65), a decrease of 23% year-over-year and non-GAAP diluted earnings per share was RMB2.11 (US$0.33 or HK$2.58), a decrease of 23% year-over-year.</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":"1151709675","content_text":"Shares of Alibaba slid nearly 5% in morning trading. The company reported quarterly sales of $38.07 billion which missed the analyst consensus estimate.Business HighlightsRevenue was RMB242,580 million (US$38,066 million), an increase of 10% year-over-year that was primarily driven by the revenue growth of China commerce segment by 7% year-over-year to RMB172,226 million (US$27,026 million), Cloud segment by 20% year-over-year to RMB19,539 million (US$3,066 million), Local consumer services segment by 27% year-over-year to RMB12,141 million (US$1,905 million) and International commerce segment by 18% year-over year to RMB16,449 million (US$2,581 million).Annual active consumers of the Alibaba Ecosystem across the world reached approximately 1.28 billion for the twelve months ended December 31, 2021, an increase of approximately 43 million from the twelve months ended September 30, 2021. This includes 979 million consumers in China and 301 million consumers overseas, representing a quarterly net increase of over 26 million and 16 million, respectively.Income from operationswas RMB7,068 million (US$1,109 million), a decrease of 86% year-over-year, which included a RMB25,141 million (US$3,945 million) impairment of goodwill in relation to Digital media and entertainment segment. Excluding this impairment of goodwill, income from operations would have been RMB32,209 million (US$5,054 million), a decrease of 34% year-over-year. The year-over-year decrease was primarily due to our increased investments in growth initiatives and our increased spending for user growth, as well as our support to merchants.Net income attributable to ordinary shareholders was RMB20,429 million (US$3,206 million) and net income was RMB19,224 million (US$3,017 million), showing year-over-year decreases of 74% and 75%, respectively, primarily due to the impairment of goodwill of RMB25,141 million (US$3,945 million) and the decrease in net gains arising from the changes in fair value of our equity investments, both of which we excluded from our non-GAAP measures. Non-GAAP net income was RMB44,624 million (US$7,002 million), a decrease of 25% year-over-year.Diluted earnings per ADS was RMB7.51 (US$1.18) and diluted earnings per share was RMB0.94 (US$0.15 or HK$1.15). Non-GAAP diluted earnings per ADS was RMB16.87 (US$2.65), a decrease of 23% year-over-year and non-GAAP diluted earnings per share was RMB2.11 (US$0.33 or HK$2.58), a decrease of 23% year-over-year.","news_type":1,"symbols_score_info":{"BABA":0.9}},"isVote":1,"tweetType":1,"viewCount":3689,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9094455852,"gmtCreate":1645227897605,"gmtModify":1676534010097,"author":{"id":"4100859883182300","authorId":"4100859883182300","name":"CY Tan","avatar":"https://community-static.tradeup.com/news/b90d9b6ee1c08462aecf7e7fc71fd921","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100859883182300","authorIdStr":"4100859883182300"},"themes":[],"htmlText":"Hope to see Grab's share price to go up after Temasek increase their investment on Grab.","listText":"Hope to see Grab's share price to go up after Temasek increase their investment on Grab.","text":"Hope to see Grab's share price to go up after Temasek increase their investment on Grab.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9094455852","repostId":"1165855332","repostType":4,"repost":{"id":"1165855332","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":1645177084,"share":"https://ttm.financial/m/news/1165855332?lang=en_US&edition=fundamental","pubTime":"2022-02-18 17:38","market":"us","language":"en","title":"Grab Shares Rose 3.1% in Premarket Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1165855332","media":"Tiger Newspress","summary":"Grab shares rose 3.1% in premarket trading.Nasdaq-listed Grab Holdings has been making all the right","content":"<html><head></head><body><p>Grab shares rose 3.1% in premarket trading.<img src=\"https://static.tigerbbs.com/a52212625e8c7d4d4c2832846b9533be\" tg-width=\"709\" tg-height=\"591\" referrerpolicy=\"no-referrer\"/>Nasdaq-listed Grab Holdings has been making all the right moves and the latest being the technology company’s inclusion in the MSCI ACWI Index.</p><p>The MSCI ACWI Index, MSCI’s flagship global equity index, is designed to represent performance of the full opportunity set of large- and mid-cap stocks across 23 developed and 25 emerging markets, its website said. The listing is a good footing for the company, according to an 18 January report by Citi Research.</p><p>And now that Singapore’s state-owned investment firm Temasek has increased its stake in Grab, it is clearly another vote of confidence. These could be, perhaps, the reasons for the company’s “good footing” and recommendations by analysts to buy its shares. In a CNN poll, among 12 investment analysts, 11 recommend buy with 1 outperform.</p><p>Abhilash Pagaria, head alternative research at Mumbai-based Edelweiss Securities estimates that if a stock gets added to MSCI global index, it could easily fetch a windfall of up to $500m via passive fund management.</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>Grab Shares Rose 3.1% in Premarket 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\">\nGrab Shares Rose 3.1% in Premarket 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\">2022-02-18 17:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Grab shares rose 3.1% in premarket trading.<img src=\"https://static.tigerbbs.com/a52212625e8c7d4d4c2832846b9533be\" tg-width=\"709\" tg-height=\"591\" referrerpolicy=\"no-referrer\"/>Nasdaq-listed Grab Holdings has been making all the right moves and the latest being the technology company’s inclusion in the MSCI ACWI Index.</p><p>The MSCI ACWI Index, MSCI’s flagship global equity index, is designed to represent performance of the full opportunity set of large- and mid-cap stocks across 23 developed and 25 emerging markets, its website said. The listing is a good footing for the company, according to an 18 January report by Citi Research.</p><p>And now that Singapore’s state-owned investment firm Temasek has increased its stake in Grab, it is clearly another vote of confidence. These could be, perhaps, the reasons for the company’s “good footing” and recommendations by analysts to buy its shares. In a CNN poll, among 12 investment analysts, 11 recommend buy with 1 outperform.</p><p>Abhilash Pagaria, head alternative research at Mumbai-based Edelweiss Securities estimates that if a stock gets added to MSCI global index, it could easily fetch a windfall of up to $500m via passive fund management.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GRAB":"Grab Holdings"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165855332","content_text":"Grab shares rose 3.1% in premarket trading.Nasdaq-listed Grab Holdings has been making all the right moves and the latest being the technology company’s inclusion in the MSCI ACWI Index.The MSCI ACWI Index, MSCI’s flagship global equity index, is designed to represent performance of the full opportunity set of large- and mid-cap stocks across 23 developed and 25 emerging markets, its website said. The listing is a good footing for the company, according to an 18 January report by Citi Research.And now that Singapore’s state-owned investment firm Temasek has increased its stake in Grab, it is clearly another vote of confidence. These could be, perhaps, the reasons for the company’s “good footing” and recommendations by analysts to buy its shares. In a CNN poll, among 12 investment analysts, 11 recommend buy with 1 outperform.Abhilash Pagaria, head alternative research at Mumbai-based Edelweiss Securities estimates that if a stock gets added to MSCI global index, it could easily fetch a windfall of up to $500m via passive fund management.","news_type":1,"symbols_score_info":{"GRAB":0.9}},"isVote":1,"tweetType":1,"viewCount":4780,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9095559781,"gmtCreate":1644966357654,"gmtModify":1676533979828,"author":{"id":"4100859883182300","authorId":"4100859883182300","name":"CY Tan","avatar":"https://community-static.tradeup.com/news/b90d9b6ee1c08462aecf7e7fc71fd921","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100859883182300","authorIdStr":"4100859883182300"},"themes":[],"htmlText":"Good news.","listText":"Good news.","text":"Good news.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9095559781","repostId":"1132625803","repostType":4,"repost":{"id":"1132625803","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":1644937492,"share":"https://ttm.financial/m/news/1132625803?lang=en_US&edition=fundamental","pubTime":"2022-02-15 23:04","market":"fut","language":"en","title":"WTI Crude Once Fell 5% to $90.67 a Barrel","url":"https://stock-news.laohu8.com/highlight/detail?id=1132625803","media":"Tiger Newspress","summary":"WTI crude once fell 5% to $90.67 a barrel.","content":"<html><head></head><body><p>WTI crude once fell 5% to $90.67 a barrel.<img src=\"https://static.tigerbbs.com/de4afc9cf3198dab2dd5bbcd21666ccc\" tg-width=\"713\" tg-height=\"591\" width=\"100%\" height=\"auto\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>WTI Crude Once Fell 5% to $90.67 a Barrel</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\">\nWTI Crude Once Fell 5% to $90.67 a Barrel\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\">2022-02-15 23:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>WTI crude once fell 5% to $90.67 a barrel.<img src=\"https://static.tigerbbs.com/de4afc9cf3198dab2dd5bbcd21666ccc\" tg-width=\"713\" tg-height=\"591\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132625803","content_text":"WTI crude once fell 5% to $90.67 a barrel.","news_type":1,"symbols_score_info":{"CLmain":0.9,"BZmain":0.9}},"isVote":1,"tweetType":1,"viewCount":3284,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9092458695,"gmtCreate":1644717610759,"gmtModify":1676533955438,"author":{"id":"4100859883182300","authorId":"4100859883182300","name":"CY Tan","avatar":"https://community-static.tradeup.com/news/b90d9b6ee1c08462aecf7e7fc71fd921","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100859883182300","authorIdStr":"4100859883182300"},"themes":[],"htmlText":"Good advice! Thanks.","listText":"Good advice! Thanks.","text":"Good advice! Thanks.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9092458695","repostId":"1106670391","repostType":4,"repost":{"id":"1106670391","kind":"news","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":1644624282,"share":"https://ttm.financial/m/news/1106670391?lang=en_US&edition=fundamental","pubTime":"2022-02-12 08:04","market":"us","language":"en","title":"Inflation Fears Are Overblown — Five Reasons Why You Need to Buy the Dip in Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1106670391","media":"Dow Jones","summary":"We’re not getting a 1970s-style inflation spike. Inflation is likely to ease this year, reducing dow","content":"<html><head></head><body><p>We’re not getting a 1970s-style inflation spike. Inflation is likely to ease this year, reducing downward pressure on stocks.</p><p>Inflation and the Federal Reserve’s potential reaction to it have the stock market all shook up.</p><p>But like early concerns that Elvis Presley and rock ‘n’ roll would ruin the country, these are just false fears. So stocks are a buy every time the market hits replay on this song.</p><p>Thursday’s decline in the stock market won’t be the last. Inflation, which the government reported came in at a searing 7.5% for January, will print high for a month or two. But inflation will show signs of calming down this summer and throughout the second half of the year.</p><p>This will ease fears of a 1970s-style wage-price spiral that would have the Fed doing a Paul Volcker 2.0 hatchet job on growth. To fight inflation, Fed chair Volcker hiked rates so much in the late 1970s and early 1980s that he slammed the economy into a painful recession.</p><p>That’s not going to happen this time around, for the reasons below. Growth will continue to be OK because of embedded forms of stimulus, including: Low inventories that have to be rebuilt; strong consumer and corporate balance sheets; and low consumer confidence, which has plenty of room to improve as the Covid decline becomes more evident.</p><p>“If we see inflation coming down on its own, that would bring great joy and cheer to the markets,” says Ed Yardeni, of Yardeni Research. “That would mean the Fed doesn’t have to catch up in an abrupt fashion.”</p><p>That’s Yardeni’s take, and I think he’s right for the following five reasons.</p><p><b>Reason #1: Supply-chain issues are a fixable problem</b></p><p>Covid really screwed up supply chains, as lockdowns and worker illnesses got in the way. This created shortages, which drove up prices. But with Omicron shifting Covid into an endemic phase, supply chains are getting fixed. The related pricing pressure will ease.</p><p>For example, one of the big drivers of inflation is the rise in auto prices, thanks to chip shortages limiting production. But Japan’s auto production rose in November and December, according to Haver Analytics. If Japanese companies can find chips, then others will too. Improved production will bring down soaring used and new car prices, predicts Yardeni.</p><p>We see signs that supply chains are already being repaired, as there’s been a decline in unfilled orders.</p><p><img src=\"https://static.tigerbbs.com/4e51449d6cce7e9d5b36dd315c584c3e\" tg-width=\"700\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/><b>Reason #2: Demand shock is waning</b></p><p>Besides Covid, a demand shock crippled supply chains. When governments and central banks throw tons of money into the economy, guess what? People spend it freely. That drives up prices.</p><p>Now, though, the free money is dwindling. Generous unemployment benefits have ended. President Joe Biden’s failure to get Build Back Better passed signaled the end of trillion-dollar Covid-era spending plans.</p><p>“We won’t get any more fiscal stimulus, so demand will simmer down,” says Yardeni.</p><p>The Fed will soon start trimming its balance sheet. This will ease demand pressures, too.</p><p>In the chart below, we see that the contraction in the federal deficit relative to GDP can foreshadow a decline in inflation. The chart comes from James Paulsen, an economist and chief market strategist at the independent research firm Leuthold. Note that the red line representing the deficit-to-GDP ratio is pushed forward by a year, because of the lag in the impact this has on inflation.</p><p><img src=\"https://static.tigerbbs.com/cd40a40305fc108274d45b309ea26cc2\" tg-width=\"700\" tg-height=\"650\" referrerpolicy=\"no-referrer\"/><b>Reason #3: Productivity is coming to the rescue</b></p><p>Thanks to labor shortages, companies have really increased their spending on technology and machines (capital spending) to boost productivity. Defined as output per worker, productivity goes up when the technology-to-labor ratio increases in the workplace.</p><p>You can see this in the big increase in durable goods orders, but companies are telling us the same thing. Blackstone Chief Operating Officer Jonathan Gray says companies owned by his firm are spending 15%-20% more on technology.</p><p>As companies get more output from the same labor cost, they feel less pressure to pass their own cost increases on to customers. That is happening now. We know this because profit margins are holding up despite labor cost increases.</p><p>The chart below also confirms that productivity, while volatile, is consistently higher since the start of the pandemic. In contrast, during the 1970s wage-price spiral, productivity growth had collapsed — one reason the Fed had to play rough.</p><p><img src=\"https://static.tigerbbs.com/2ce23778e814d63f264f9e6f53cf745b\" tg-width=\"700\" tg-height=\"273\" referrerpolicy=\"no-referrer\"/><b>Reason #4: Money supply growth is slowing</b></p><p>This is a pretty good predictor of inflation, says Paulsen. This makes sense, because when people get more money (more is injected into the economy), they tend to spend more, driving up prices. Currently, money supply growth is contracting, so inflation will too.</p><p>In the chart below, the red line representing money supply is pushed forward by one year. That’s because the change in money supply growth affects inflation with about a one-year lag.</p><p><img src=\"https://static.tigerbbs.com/ef272027f91767596c4c34fd565732d2\" tg-width=\"700\" tg-height=\"644\" referrerpolicy=\"no-referrer\"/><b>Reason #5: The dollar is strong</b></p><p>A strong dollar reduces foreign demand for U.S. products. This cools off inflation in the U.S. That is happening now. This chart shows the tight relationship between the dollar and U.S. prices. The red line representing the dollar is on an inverted scale, which means it declines as the dollar strengthens. The blue line is prices.</p><p><img src=\"https://static.tigerbbs.com/ed3f851dbd24fb4a09ea1507dde92ab9\" tg-width=\"700\" tg-height=\"702\" referrerpolicy=\"no-referrer\"/><b>It’s a good time to buy stocks</b></p><p>All of this tells us that you need to buy whenever your fellow investors freak out and sell stocks because of fresh worries about inflation forcing the Fed to play tough. That’s not going to happen because inflation will subside.</p><p>The inflation and Fed panic this week won’t be the last, since signs of inflation’s decline probably won’t appear until April or May. Plus, the Fed still has to start hiking rates and trimming its balance sheet. These moves could cause tremors, too.</p><p>Yardeni thinks the S&amp;P 500 will be up 7% by year-end, with plenty of buyable dips at least through midyear. He projects 15% gains in the S&amp;P 500 by mid-2023.</p><p>“We would use the cash to buy stocks on dips,” he says.</p><p>Companies have so much cash ($3.7 trillion, excluding holdings of equities and mutual funds), they may be right there with you, buying the pullbacks. Or buying other companies in the weakness, as we saw in January. Purchases of companies in tech in January were the second-highest on record.</p><p>The “Fed put” may be kaput, but the “CFO put” may replace it, says Yardeni. He favors energy, financials and beaten-down tech.</p><p>If, like me, you favor stocks that insiders are buying, here are three to consider in these sectors.</p><p><b>Continental Resources</b></p><p>I was singling out Continental Resources as a “must own” name in the $7.50 to $15 range in 2020 in my stock letter, Brush Up on Stocks (link in bio below). It now trades for $55, but I still like it. One reason is that founder Harold Hamm continues to be a big buyer of the shares, most recently in the upper $40 range. Another reason is that Hamm was an early buyer of natural gas resources in the U.S. so he got some of the best fields, and he got them cheap. Like Hamm, who is a big owner, investors today still reap the rewards from this.</p><p><b>Western Alliance Bancorp</b></p><p>Bank stocks have been strong. But Western Alliance Bancorp still looks attractive because CEO Kenneth Vecchione and CFO Dale Gibbons just bought over $1 million worth of stock up to $100 per share. Vecchione has a good record for timing purchases. Western Alliance is a Phoenix-based bank that beefed up its mortgage business with the acquisition of AmeriHome Mortgage Co. in April. Banks do well when the economy expands, because loan growth picks up and loan quality improves. Both of these trends played out at Western Alliance in the third quarter.</p><p><b>Microsoft</b></p><p>Like most tech companies, Microsoft got hit hard in January, falling around 20% to the low $280 range. In the selloff, director Emma Walmsley bought over $1 million worth of stock at $296 to $311.50. You can currently get the stock for the same prices or better. Under CEO Satya Nadella, Microsoft has hit its stride as a digital-transformation play with its Azure offering. The trend will continue to support solid growth, such as the 20% sales increase in the fourth quarter, which drove diluted earnings per share up 22%.</p><p><b>One big challenge remaining?</b></p><p>One problem for stocks right now is that inflation tends to weigh on valuation multiples. But this may have already played out. It sure looks like it, in the chart below. Should inflation begin to ease, so will these valuation contractions.</p><p><img src=\"https://static.tigerbbs.com/146b6b6f5e901b1b7fe120db83cfc07f\" tg-width=\"700\" tg-height=\"425\" referrerpolicy=\"no-referrer\"/></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>Inflation Fears Are Overblown — Five Reasons Why You Need to Buy the Dip in 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\">\nInflation Fears Are Overblown — Five Reasons Why You Need to Buy the Dip in Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-02-12 08:04</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>We’re not getting a 1970s-style inflation spike. Inflation is likely to ease this year, reducing downward pressure on stocks.</p><p>Inflation and the Federal Reserve’s potential reaction to it have the stock market all shook up.</p><p>But like early concerns that Elvis Presley and rock ‘n’ roll would ruin the country, these are just false fears. So stocks are a buy every time the market hits replay on this song.</p><p>Thursday’s decline in the stock market won’t be the last. Inflation, which the government reported came in at a searing 7.5% for January, will print high for a month or two. But inflation will show signs of calming down this summer and throughout the second half of the year.</p><p>This will ease fears of a 1970s-style wage-price spiral that would have the Fed doing a Paul Volcker 2.0 hatchet job on growth. To fight inflation, Fed chair Volcker hiked rates so much in the late 1970s and early 1980s that he slammed the economy into a painful recession.</p><p>That’s not going to happen this time around, for the reasons below. Growth will continue to be OK because of embedded forms of stimulus, including: Low inventories that have to be rebuilt; strong consumer and corporate balance sheets; and low consumer confidence, which has plenty of room to improve as the Covid decline becomes more evident.</p><p>“If we see inflation coming down on its own, that would bring great joy and cheer to the markets,” says Ed Yardeni, of Yardeni Research. “That would mean the Fed doesn’t have to catch up in an abrupt fashion.”</p><p>That’s Yardeni’s take, and I think he’s right for the following five reasons.</p><p><b>Reason #1: Supply-chain issues are a fixable problem</b></p><p>Covid really screwed up supply chains, as lockdowns and worker illnesses got in the way. This created shortages, which drove up prices. But with Omicron shifting Covid into an endemic phase, supply chains are getting fixed. The related pricing pressure will ease.</p><p>For example, one of the big drivers of inflation is the rise in auto prices, thanks to chip shortages limiting production. But Japan’s auto production rose in November and December, according to Haver Analytics. If Japanese companies can find chips, then others will too. Improved production will bring down soaring used and new car prices, predicts Yardeni.</p><p>We see signs that supply chains are already being repaired, as there’s been a decline in unfilled orders.</p><p><img src=\"https://static.tigerbbs.com/4e51449d6cce7e9d5b36dd315c584c3e\" tg-width=\"700\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/><b>Reason #2: Demand shock is waning</b></p><p>Besides Covid, a demand shock crippled supply chains. When governments and central banks throw tons of money into the economy, guess what? People spend it freely. That drives up prices.</p><p>Now, though, the free money is dwindling. Generous unemployment benefits have ended. President Joe Biden’s failure to get Build Back Better passed signaled the end of trillion-dollar Covid-era spending plans.</p><p>“We won’t get any more fiscal stimulus, so demand will simmer down,” says Yardeni.</p><p>The Fed will soon start trimming its balance sheet. This will ease demand pressures, too.</p><p>In the chart below, we see that the contraction in the federal deficit relative to GDP can foreshadow a decline in inflation. The chart comes from James Paulsen, an economist and chief market strategist at the independent research firm Leuthold. Note that the red line representing the deficit-to-GDP ratio is pushed forward by a year, because of the lag in the impact this has on inflation.</p><p><img src=\"https://static.tigerbbs.com/cd40a40305fc108274d45b309ea26cc2\" tg-width=\"700\" tg-height=\"650\" referrerpolicy=\"no-referrer\"/><b>Reason #3: Productivity is coming to the rescue</b></p><p>Thanks to labor shortages, companies have really increased their spending on technology and machines (capital spending) to boost productivity. Defined as output per worker, productivity goes up when the technology-to-labor ratio increases in the workplace.</p><p>You can see this in the big increase in durable goods orders, but companies are telling us the same thing. Blackstone Chief Operating Officer Jonathan Gray says companies owned by his firm are spending 15%-20% more on technology.</p><p>As companies get more output from the same labor cost, they feel less pressure to pass their own cost increases on to customers. That is happening now. We know this because profit margins are holding up despite labor cost increases.</p><p>The chart below also confirms that productivity, while volatile, is consistently higher since the start of the pandemic. In contrast, during the 1970s wage-price spiral, productivity growth had collapsed — one reason the Fed had to play rough.</p><p><img src=\"https://static.tigerbbs.com/2ce23778e814d63f264f9e6f53cf745b\" tg-width=\"700\" tg-height=\"273\" referrerpolicy=\"no-referrer\"/><b>Reason #4: Money supply growth is slowing</b></p><p>This is a pretty good predictor of inflation, says Paulsen. This makes sense, because when people get more money (more is injected into the economy), they tend to spend more, driving up prices. Currently, money supply growth is contracting, so inflation will too.</p><p>In the chart below, the red line representing money supply is pushed forward by one year. That’s because the change in money supply growth affects inflation with about a one-year lag.</p><p><img src=\"https://static.tigerbbs.com/ef272027f91767596c4c34fd565732d2\" tg-width=\"700\" tg-height=\"644\" referrerpolicy=\"no-referrer\"/><b>Reason #5: The dollar is strong</b></p><p>A strong dollar reduces foreign demand for U.S. products. This cools off inflation in the U.S. That is happening now. This chart shows the tight relationship between the dollar and U.S. prices. The red line representing the dollar is on an inverted scale, which means it declines as the dollar strengthens. The blue line is prices.</p><p><img src=\"https://static.tigerbbs.com/ed3f851dbd24fb4a09ea1507dde92ab9\" tg-width=\"700\" tg-height=\"702\" referrerpolicy=\"no-referrer\"/><b>It’s a good time to buy stocks</b></p><p>All of this tells us that you need to buy whenever your fellow investors freak out and sell stocks because of fresh worries about inflation forcing the Fed to play tough. That’s not going to happen because inflation will subside.</p><p>The inflation and Fed panic this week won’t be the last, since signs of inflation’s decline probably won’t appear until April or May. Plus, the Fed still has to start hiking rates and trimming its balance sheet. These moves could cause tremors, too.</p><p>Yardeni thinks the S&amp;P 500 will be up 7% by year-end, with plenty of buyable dips at least through midyear. He projects 15% gains in the S&amp;P 500 by mid-2023.</p><p>“We would use the cash to buy stocks on dips,” he says.</p><p>Companies have so much cash ($3.7 trillion, excluding holdings of equities and mutual funds), they may be right there with you, buying the pullbacks. Or buying other companies in the weakness, as we saw in January. Purchases of companies in tech in January were the second-highest on record.</p><p>The “Fed put” may be kaput, but the “CFO put” may replace it, says Yardeni. He favors energy, financials and beaten-down tech.</p><p>If, like me, you favor stocks that insiders are buying, here are three to consider in these sectors.</p><p><b>Continental Resources</b></p><p>I was singling out Continental Resources as a “must own” name in the $7.50 to $15 range in 2020 in my stock letter, Brush Up on Stocks (link in bio below). It now trades for $55, but I still like it. One reason is that founder Harold Hamm continues to be a big buyer of the shares, most recently in the upper $40 range. Another reason is that Hamm was an early buyer of natural gas resources in the U.S. so he got some of the best fields, and he got them cheap. Like Hamm, who is a big owner, investors today still reap the rewards from this.</p><p><b>Western Alliance Bancorp</b></p><p>Bank stocks have been strong. But Western Alliance Bancorp still looks attractive because CEO Kenneth Vecchione and CFO Dale Gibbons just bought over $1 million worth of stock up to $100 per share. Vecchione has a good record for timing purchases. Western Alliance is a Phoenix-based bank that beefed up its mortgage business with the acquisition of AmeriHome Mortgage Co. in April. Banks do well when the economy expands, because loan growth picks up and loan quality improves. Both of these trends played out at Western Alliance in the third quarter.</p><p><b>Microsoft</b></p><p>Like most tech companies, Microsoft got hit hard in January, falling around 20% to the low $280 range. In the selloff, director Emma Walmsley bought over $1 million worth of stock at $296 to $311.50. You can currently get the stock for the same prices or better. Under CEO Satya Nadella, Microsoft has hit its stride as a digital-transformation play with its Azure offering. The trend will continue to support solid growth, such as the 20% sales increase in the fourth quarter, which drove diluted earnings per share up 22%.</p><p><b>One big challenge remaining?</b></p><p>One problem for stocks right now is that inflation tends to weigh on valuation multiples. But this may have already played out. It sure looks like it, in the chart below. Should inflation begin to ease, so will these valuation contractions.</p><p><img src=\"https://static.tigerbbs.com/146b6b6f5e901b1b7fe120db83cfc07f\" tg-width=\"700\" tg-height=\"425\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软","CLR":"大陆能源","WAL":"阿莱恩斯西部银行"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106670391","content_text":"We’re not getting a 1970s-style inflation spike. Inflation is likely to ease this year, reducing downward pressure on stocks.Inflation and the Federal Reserve’s potential reaction to it have the stock market all shook up.But like early concerns that Elvis Presley and rock ‘n’ roll would ruin the country, these are just false fears. So stocks are a buy every time the market hits replay on this song.Thursday’s decline in the stock market won’t be the last. Inflation, which the government reported came in at a searing 7.5% for January, will print high for a month or two. But inflation will show signs of calming down this summer and throughout the second half of the year.This will ease fears of a 1970s-style wage-price spiral that would have the Fed doing a Paul Volcker 2.0 hatchet job on growth. To fight inflation, Fed chair Volcker hiked rates so much in the late 1970s and early 1980s that he slammed the economy into a painful recession.That’s not going to happen this time around, for the reasons below. Growth will continue to be OK because of embedded forms of stimulus, including: Low inventories that have to be rebuilt; strong consumer and corporate balance sheets; and low consumer confidence, which has plenty of room to improve as the Covid decline becomes more evident.“If we see inflation coming down on its own, that would bring great joy and cheer to the markets,” says Ed Yardeni, of Yardeni Research. “That would mean the Fed doesn’t have to catch up in an abrupt fashion.”That’s Yardeni’s take, and I think he’s right for the following five reasons.Reason #1: Supply-chain issues are a fixable problemCovid really screwed up supply chains, as lockdowns and worker illnesses got in the way. This created shortages, which drove up prices. But with Omicron shifting Covid into an endemic phase, supply chains are getting fixed. The related pricing pressure will ease.For example, one of the big drivers of inflation is the rise in auto prices, thanks to chip shortages limiting production. But Japan’s auto production rose in November and December, according to Haver Analytics. If Japanese companies can find chips, then others will too. Improved production will bring down soaring used and new car prices, predicts Yardeni.We see signs that supply chains are already being repaired, as there’s been a decline in unfilled orders.Reason #2: Demand shock is waningBesides Covid, a demand shock crippled supply chains. When governments and central banks throw tons of money into the economy, guess what? People spend it freely. That drives up prices.Now, though, the free money is dwindling. Generous unemployment benefits have ended. President Joe Biden’s failure to get Build Back Better passed signaled the end of trillion-dollar Covid-era spending plans.“We won’t get any more fiscal stimulus, so demand will simmer down,” says Yardeni.The Fed will soon start trimming its balance sheet. This will ease demand pressures, too.In the chart below, we see that the contraction in the federal deficit relative to GDP can foreshadow a decline in inflation. The chart comes from James Paulsen, an economist and chief market strategist at the independent research firm Leuthold. Note that the red line representing the deficit-to-GDP ratio is pushed forward by a year, because of the lag in the impact this has on inflation.Reason #3: Productivity is coming to the rescueThanks to labor shortages, companies have really increased their spending on technology and machines (capital spending) to boost productivity. Defined as output per worker, productivity goes up when the technology-to-labor ratio increases in the workplace.You can see this in the big increase in durable goods orders, but companies are telling us the same thing. Blackstone Chief Operating Officer Jonathan Gray says companies owned by his firm are spending 15%-20% more on technology.As companies get more output from the same labor cost, they feel less pressure to pass their own cost increases on to customers. That is happening now. We know this because profit margins are holding up despite labor cost increases.The chart below also confirms that productivity, while volatile, is consistently higher since the start of the pandemic. In contrast, during the 1970s wage-price spiral, productivity growth had collapsed — one reason the Fed had to play rough.Reason #4: Money supply growth is slowingThis is a pretty good predictor of inflation, says Paulsen. This makes sense, because when people get more money (more is injected into the economy), they tend to spend more, driving up prices. Currently, money supply growth is contracting, so inflation will too.In the chart below, the red line representing money supply is pushed forward by one year. That’s because the change in money supply growth affects inflation with about a one-year lag.Reason #5: The dollar is strongA strong dollar reduces foreign demand for U.S. products. This cools off inflation in the U.S. That is happening now. This chart shows the tight relationship between the dollar and U.S. prices. The red line representing the dollar is on an inverted scale, which means it declines as the dollar strengthens. The blue line is prices.It’s a good time to buy stocksAll of this tells us that you need to buy whenever your fellow investors freak out and sell stocks because of fresh worries about inflation forcing the Fed to play tough. That’s not going to happen because inflation will subside.The inflation and Fed panic this week won’t be the last, since signs of inflation’s decline probably won’t appear until April or May. Plus, the Fed still has to start hiking rates and trimming its balance sheet. These moves could cause tremors, too.Yardeni thinks the S&P 500 will be up 7% by year-end, with plenty of buyable dips at least through midyear. He projects 15% gains in the S&P 500 by mid-2023.“We would use the cash to buy stocks on dips,” he says.Companies have so much cash ($3.7 trillion, excluding holdings of equities and mutual funds), they may be right there with you, buying the pullbacks. Or buying other companies in the weakness, as we saw in January. Purchases of companies in tech in January were the second-highest on record.The “Fed put” may be kaput, but the “CFO put” may replace it, says Yardeni. He favors energy, financials and beaten-down tech.If, like me, you favor stocks that insiders are buying, here are three to consider in these sectors.Continental ResourcesI was singling out Continental Resources as a “must own” name in the $7.50 to $15 range in 2020 in my stock letter, Brush Up on Stocks (link in bio below). It now trades for $55, but I still like it. One reason is that founder Harold Hamm continues to be a big buyer of the shares, most recently in the upper $40 range. Another reason is that Hamm was an early buyer of natural gas resources in the U.S. so he got some of the best fields, and he got them cheap. Like Hamm, who is a big owner, investors today still reap the rewards from this.Western Alliance BancorpBank stocks have been strong. But Western Alliance Bancorp still looks attractive because CEO Kenneth Vecchione and CFO Dale Gibbons just bought over $1 million worth of stock up to $100 per share. Vecchione has a good record for timing purchases. Western Alliance is a Phoenix-based bank that beefed up its mortgage business with the acquisition of AmeriHome Mortgage Co. in April. Banks do well when the economy expands, because loan growth picks up and loan quality improves. Both of these trends played out at Western Alliance in the third quarter.MicrosoftLike most tech companies, Microsoft got hit hard in January, falling around 20% to the low $280 range. In the selloff, director Emma Walmsley bought over $1 million worth of stock at $296 to $311.50. You can currently get the stock for the same prices or better. Under CEO Satya Nadella, Microsoft has hit its stride as a digital-transformation play with its Azure offering. The trend will continue to support solid growth, such as the 20% sales increase in the fourth quarter, which drove diluted earnings per share up 22%.One big challenge remaining?One problem for stocks right now is that inflation tends to weigh on valuation multiples. But this may have already played out. It sure looks like it, in the chart below. Should inflation begin to ease, so will these valuation contractions.","news_type":1,"symbols_score_info":{"WAL":0.9,"MSFT":0.9,"CLR":0.9}},"isVote":1,"tweetType":1,"viewCount":2078,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9092193023,"gmtCreate":1644546523671,"gmtModify":1676533939905,"author":{"id":"4100859883182300","authorId":"4100859883182300","name":"CY Tan","avatar":"https://community-static.tradeup.com/news/b90d9b6ee1c08462aecf7e7fc71fd921","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100859883182300","authorIdStr":"4100859883182300"},"themes":[],"htmlText":"This is great. It has been going down for quite awhile.","listText":"This is great. It has been going down for quite awhile.","text":"This is great. It has been going down for quite awhile.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9092193023","repostId":"1143778790","repostType":4,"repost":{"id":"1143778790","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":1644503909,"share":"https://ttm.financial/m/news/1143778790?lang=en_US&edition=fundamental","pubTime":"2022-02-10 22:38","market":"us","language":"en","title":"Grab Stock Jumped 8% in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1143778790","media":"Tiger Newspress","summary":"Grab stock jumped 8% in morning trading after MSCI adds Grab to flagship global market index.MSCI wi","content":"<html><head></head><body><p>Grab stock jumped 8% in morning trading after MSCI adds Grab to flagship global market index.<img src=\"https://static.tigerbbs.com/09a46db6378a1f586f5091da638bee4a\" tg-width=\"1115\" tg-height=\"758\" referrerpolicy=\"no-referrer\"/>MSCI will add Singapore ride hailer Grab and 20 other securities to its flagship global index in a quarterly review, the equity index compiler said in a statement late Wednesday (Feb 9).</p><p>Eleven securities will be removed from MSCI&#39;s ACWI Index , which tracks stocks from 23 developed markets and 25 emerging markets.</p><p>The changes will take effect from market close on Feb 28.</p><p>MSCI also made changes to several other indexes, including adding China Mobile to its MSCI China A Onshore Index, which tracks large- and mid-cap stocks listed in Shenzhen and Shanghai.</p><p>China Mobile, which is also listed in Hong Kong, raised US$7.64 billion (S$10.26 billion) in its Shanghai listing last month, China&#39;s biggest public share offering in a decade.</p><p>Grab debuted on the Nasdaq in December after a US$40 billion merger with a special purpose acquisition company.</p><p>Other additions to the global index include Irish aircraft leasing company AerCap, which last year said it would buy GE&#39;s aircraft leasing unit in a US$30 billion deal and US Real Estate Investment Trust Kimco Realty Corp.</p><p>The results of MSCI&#39;s next index review will be announced on May 12.</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>Grab Stock Jumped 8% in Morning Trading</title>\n<style 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}\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\">\nGrab Stock Jumped 8% 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\">2022-02-10 22:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Grab stock jumped 8% in morning trading after MSCI adds Grab to flagship global market index.<img src=\"https://static.tigerbbs.com/09a46db6378a1f586f5091da638bee4a\" tg-width=\"1115\" tg-height=\"758\" referrerpolicy=\"no-referrer\"/>MSCI will add Singapore ride hailer Grab and 20 other securities to its flagship global index in a quarterly review, the equity index compiler said in a statement late Wednesday (Feb 9).</p><p>Eleven securities will be removed from MSCI&#39;s ACWI Index , which tracks stocks from 23 developed markets and 25 emerging markets.</p><p>The changes will take effect from market close on Feb 28.</p><p>MSCI also made changes to several other indexes, including adding China Mobile to its MSCI China A Onshore Index, which tracks large- and mid-cap stocks listed in Shenzhen and Shanghai.</p><p>China Mobile, which is also listed in Hong Kong, raised US$7.64 billion (S$10.26 billion) in its Shanghai listing last month, China&#39;s biggest public share offering in a decade.</p><p>Grab debuted on the Nasdaq in December after a US$40 billion merger with a special purpose acquisition company.</p><p>Other additions to the global index include Irish aircraft leasing company AerCap, which last year said it would buy GE&#39;s aircraft leasing unit in a US$30 billion deal and US Real Estate Investment Trust Kimco Realty Corp.</p><p>The results of MSCI&#39;s next index review will be announced on May 12.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GRAB":"Grab Holdings"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143778790","content_text":"Grab stock jumped 8% in morning trading after MSCI adds Grab to flagship global market index.MSCI will add Singapore ride hailer Grab and 20 other securities to its flagship global index in a quarterly review, the equity index compiler said in a statement late Wednesday (Feb 9).Eleven securities will be removed from MSCI's ACWI Index , which tracks stocks from 23 developed markets and 25 emerging markets.The changes will take effect from market close on Feb 28.MSCI also made changes to several other indexes, including adding China Mobile to its MSCI China A Onshore Index, which tracks large- and mid-cap stocks listed in Shenzhen and Shanghai.China Mobile, which is also listed in Hong Kong, raised US$7.64 billion (S$10.26 billion) in its Shanghai listing last month, China's biggest public share offering in a decade.Grab debuted on the Nasdaq in December after a US$40 billion merger with a special purpose acquisition company.Other additions to the global index include Irish aircraft leasing company AerCap, which last year said it would buy GE's aircraft leasing unit in a US$30 billion deal and US Real Estate Investment Trust Kimco Realty Corp.The results of MSCI's next index review will be announced on May 12.","news_type":1,"symbols_score_info":{"GRAB":0.9}},"isVote":1,"tweetType":1,"viewCount":1500,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9007190513,"gmtCreate":1642802494037,"gmtModify":1676533746955,"author":{"id":"4100859883182300","authorId":"4100859883182300","name":"CY Tan","avatar":"https://community-static.tradeup.com/news/b90d9b6ee1c08462aecf7e7fc71fd921","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100859883182300","authorIdStr":"4100859883182300"},"themes":[],"htmlText":"Big sell off for Nasdaq...","listText":"Big sell off for Nasdaq...","text":"Big sell off for Nasdaq...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9007190513","repostId":"1194174623","repostType":4,"repost":{"id":"1194174623","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":1642778869,"share":"https://ttm.financial/m/news/1194174623?lang=en_US&edition=fundamental","pubTime":"2022-01-21 23:27","market":"us","language":"en","title":"U.S. Stocks Continued to Decline, and Big Tech Stocks Slid","url":"https://stock-news.laohu8.com/highlight/detail?id=1194174623","media":"Tiger Newspress","summary":"U.S. stocks continued to decline in morning trading Friday.Nasdaq and S&P 500 both fell more than 1%","content":"<html><head></head><body><p>U.S. stocks continued to decline in morning trading Friday.Nasdaq and S&amp;P 500 both fell more than 1%, and big tech stocks slid.</p><p><img src=\"https://static.tigerbbs.com/a059ed8abc30eb3cb0d58887839bba65\" tg-width=\"421\" tg-height=\"483\" referrerpolicy=\"no-referrer\"/></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>U.S. Stocks Continued to Decline, and Big Tech Stocks Slid</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{ 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#494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. Stocks Continued to Decline, and Big Tech Stocks Slid\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\">2022-01-21 23:27</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. stocks continued to decline in morning trading Friday.Nasdaq and S&amp;P 500 both fell more than 1%, and big tech stocks slid.</p><p><img src=\"https://static.tigerbbs.com/a059ed8abc30eb3cb0d58887839bba65\" tg-width=\"421\" tg-height=\"483\" referrerpolicy=\"no-referrer\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f25970ebf4293eec7586423288711d3f","relate_stocks":{"FB":"ProShares S&P 500 Dynamic Buffer ETF","NVDA":"英伟达","AAPL":"苹果","TSLA":"特斯拉","AMZN":"亚马逊",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯","NFLX":"奈飞","MSFT":"微软"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194174623","content_text":"U.S. stocks continued to decline in morning trading Friday.Nasdaq and S&P 500 both fell more than 1%, and big tech stocks slid.","news_type":1,"symbols_score_info":{"TSLA":0.9,"MSFT":0.9,"AAPL":0.9,"NVDA":0.9,".IXIC":0.9,"FB":0.9,"NFLX":0.9,".SPX":0.9,".DJI":0.9,"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":1724,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9004519329,"gmtCreate":1642637397485,"gmtModify":1676533730089,"author":{"id":"4100859883182300","authorId":"4100859883182300","name":"CY Tan","avatar":"https://community-static.tradeup.com/news/b90d9b6ee1c08462aecf7e7fc71fd921","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100859883182300","authorIdStr":"4100859883182300"},"themes":[],"htmlText":"Impressive result despite high expectation from the market.","listText":"Impressive result despite high expectation from the market.","text":"Impressive result despite high expectation from the market.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9004519329","repostId":"1162725761","repostType":4,"repost":{"id":"1162725761","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":1642593186,"share":"https://ttm.financial/m/news/1162725761?lang=en_US&edition=fundamental","pubTime":"2022-01-19 19:53","market":"us","language":"en","title":"Bank of America Reported Quarterly Net Income of $7 Billion, EPS of $0.82","url":"https://stock-news.laohu8.com/highlight/detail?id=1162725761","media":"Tiger Newspress","summary":"Bank of America on Wednesday topped analysts’ estimates for profit on record asset management and in","content":"<html><head></head><body><p>Bank of America on Wednesday topped analysts’ estimates for profit on record asset management and investment banking fees and as the firm released $851 million in reserves.</p><p><a href=\"https://laohu8.com/S/BAC\">Bank of America</a> Q4 net income rose 28% to $7.0 billion, or $0.82 per diluted share, reflecting strong operating leverage as revenues grew faster than expenses. Revenue, net of interest expense, increased 10% to $22.1 billion.</p><p>Provision for credit losses improved by $542 million to a benefit of $489 million, driven by asset quality and macroeconomic improvements, partially offset by loan growth; net reserve release of $851 million.</p><p>Noninterest expense rose 6% to $14.7 billion, driven by higher revenue-related incentive compensation, partially offset by lower COVID-19 related costs; positive operating leverage of 4%.</p><p>Average loan and lease balances up $10 billion to $945 billion; ending balances up $51 billion to $979 billion, led by strong commercial loan growth as well as higher card balances Average deposits up $280 billion, or 16%, to $2.0 trillion.</p><p>The stock jumped over 2% in premarket trading.</p><p><img src=\"https://static.tigerbbs.com/6563e31cd142c791c1f4bdf9ce95c335\" tg-width=\"913\" tg-height=\"639\" width=\"100%\" height=\"auto\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Bank of America Reported Quarterly Net Income of $7 Billion, EPS of $0.82</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\">\nBank of America Reported Quarterly Net Income of $7 Billion, EPS of $0.82\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\">2022-01-19 19:53</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Bank of America on Wednesday topped analysts’ estimates for profit on record asset management and investment banking fees and as the firm released $851 million in reserves.</p><p><a href=\"https://laohu8.com/S/BAC\">Bank of America</a> Q4 net income rose 28% to $7.0 billion, or $0.82 per diluted share, reflecting strong operating leverage as revenues grew faster than expenses. Revenue, net of interest expense, increased 10% to $22.1 billion.</p><p>Provision for credit losses improved by $542 million to a benefit of $489 million, driven by asset quality and macroeconomic improvements, partially offset by loan growth; net reserve release of $851 million.</p><p>Noninterest expense rose 6% to $14.7 billion, driven by higher revenue-related incentive compensation, partially offset by lower COVID-19 related costs; positive operating leverage of 4%.</p><p>Average loan and lease balances up $10 billion to $945 billion; ending balances up $51 billion to $979 billion, led by strong commercial loan growth as well as higher card balances Average deposits up $280 billion, or 16%, to $2.0 trillion.</p><p>The stock jumped over 2% in premarket trading.</p><p><img src=\"https://static.tigerbbs.com/6563e31cd142c791c1f4bdf9ce95c335\" tg-width=\"913\" tg-height=\"639\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BAC":"美国银行"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162725761","content_text":"Bank of America on Wednesday topped analysts’ estimates for profit on record asset management and investment banking fees and as the firm released $851 million in reserves.Bank of America Q4 net income rose 28% to $7.0 billion, or $0.82 per diluted share, reflecting strong operating leverage as revenues grew faster than expenses. Revenue, net of interest expense, increased 10% to $22.1 billion.Provision for credit losses improved by $542 million to a benefit of $489 million, driven by asset quality and macroeconomic improvements, partially offset by loan growth; net reserve release of $851 million.Noninterest expense rose 6% to $14.7 billion, driven by higher revenue-related incentive compensation, partially offset by lower COVID-19 related costs; positive operating leverage of 4%.Average loan and lease balances up $10 billion to $945 billion; ending balances up $51 billion to $979 billion, led by strong commercial loan growth as well as higher card balances Average deposits up $280 billion, or 16%, to $2.0 trillion.The stock jumped over 2% in premarket trading.","news_type":1,"symbols_score_info":{"BAC":0.9}},"isVote":1,"tweetType":1,"viewCount":1143,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9005241944,"gmtCreate":1642326284130,"gmtModify":1676533701425,"author":{"id":"4100859883182300","authorId":"4100859883182300","name":"CY Tan","avatar":"https://community-static.tradeup.com/news/b90d9b6ee1c08462aecf7e7fc71fd921","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100859883182300","authorIdStr":"4100859883182300"},"themes":[],"htmlText":"Finally, time to take profit.","listText":"Finally, time to take profit.","text":"Finally, time to take profit.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9005241944","repostId":"1130167922","repostType":4,"repost":{"id":"1130167922","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":1642171035,"share":"https://ttm.financial/m/news/1130167922?lang=en_US&edition=fundamental","pubTime":"2022-01-14 22:37","market":"us","language":"en","title":"Wells Fargo shares jumped over 2% in morning trading as Q4 profit rose on asset sales boost","url":"https://stock-news.laohu8.com/highlight/detail?id=1130167922","media":"Tiger Newspress","summary":"Wells Fargo shares jumped over 2% in morning trading as Q4 profit rose on asset sales boostWells Far","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/WFC\">Wells Fargo</a> shares jumped over 2% in morning trading as Q4 profit rose on asset sales boost<img src=\"https://static.tigerbbs.com/4e71e3d723b686007a133c368ab1b50c\" tg-width=\"1025\" tg-height=\"641\" referrerpolicy=\"no-referrer\"/>Wells Fargo &amp; Co reported an 86% jump in fourth-quarter profit on Friday, propped up by gains from the sale of its corporate trust and asset management businesses.</p><p>The bank&#39;s profit got a boost of $943 million from the sale of the businesses.</p><p>The fourth-largest U.S. bank has been in regulators&#39; penalty box since 2016 when a sales practices scandal came to light and has since paid billions in fines and restitution.</p><p>Wells Fargo said profit rose to $5.8 billion, or $1.38 per share, in the three months ended Dec. 31, from $3.09 billion, or 66 cents per share, a year earlier.</p><p>Analysts on average had expected a profit of $1.13 per share, according to the IBES estimate from Refinitiv.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wells Fargo shares jumped over 2% in morning trading as Q4 profit rose on asset sales boost</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{ 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}\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\">\nWells Fargo shares jumped over 2% in morning trading as Q4 profit rose on asset sales boost\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\">2022-01-14 22:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/WFC\">Wells Fargo</a> shares jumped over 2% in morning trading as Q4 profit rose on asset sales boost<img src=\"https://static.tigerbbs.com/4e71e3d723b686007a133c368ab1b50c\" tg-width=\"1025\" tg-height=\"641\" referrerpolicy=\"no-referrer\"/>Wells Fargo &amp; Co reported an 86% jump in fourth-quarter profit on Friday, propped up by gains from the sale of its corporate trust and asset management businesses.</p><p>The bank&#39;s profit got a boost of $943 million from the sale of the businesses.</p><p>The fourth-largest U.S. bank has been in regulators&#39; penalty box since 2016 when a sales practices scandal came to light and has since paid billions in fines and restitution.</p><p>Wells Fargo said profit rose to $5.8 billion, or $1.38 per share, in the three months ended Dec. 31, from $3.09 billion, or 66 cents per share, a year earlier.</p><p>Analysts on average had expected a profit of $1.13 per share, according to the IBES estimate from Refinitiv.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WFC":"富国银行","BK4504":"桥水持仓","BK4207":"综合性银行","BK4559":"巴菲特持仓","BK4501":"段永平概念"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130167922","content_text":"Wells Fargo shares jumped over 2% in morning trading as Q4 profit rose on asset sales boostWells Fargo & Co reported an 86% jump in fourth-quarter profit on Friday, propped up by gains from the sale of its corporate trust and asset management businesses.The bank's profit got a boost of $943 million from the sale of the businesses.The fourth-largest U.S. bank has been in regulators' penalty box since 2016 when a sales practices scandal came to light and has since paid billions in fines and restitution.Wells Fargo said profit rose to $5.8 billion, or $1.38 per share, in the three months ended Dec. 31, from $3.09 billion, or 66 cents per share, a year earlier.Analysts on average had expected a profit of $1.13 per share, according to the IBES estimate from Refinitiv.","news_type":1,"symbols_score_info":{"WFC":0.9}},"isVote":1,"tweetType":1,"viewCount":1141,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9002800621,"gmtCreate":1641952212174,"gmtModify":1676533666055,"author":{"id":"4100859883182300","authorId":"4100859883182300","name":"CY Tan","avatar":"https://community-static.tradeup.com/news/b90d9b6ee1c08462aecf7e7fc71fd921","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100859883182300","authorIdStr":"4100859883182300"},"themes":[],"htmlText":"Looks like Fed rate increase more than 3 times ispossible.","listText":"Looks like Fed rate increase more than 3 times ispossible.","text":"Looks like Fed rate increase more than 3 times ispossible.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9002800621","repostId":"1196657089","repostType":4,"repost":{"id":"1196657089","kind":"news","pubTimestamp":1641949312,"share":"https://ttm.financial/m/news/1196657089?lang=en_US&edition=fundamental","pubTime":"2022-01-12 09:01","market":"us","language":"en","title":"Powell Assures Americans That Fed Will Tackle High Inflation","url":"https://stock-news.laohu8.com/highlight/detail?id=1196657089","media":"Bloomberg","summary":"Federal Reserve Chair Jerome Powell pledged to do what’s necessary to contain an inflation surge and","content":"<div>\n<p>Federal Reserve Chair Jerome Powell pledged to do what’s necessary to contain an inflation surge and prolong the expansion, while steering clear of fresh details on the path of U.S. monetary policy.“...</p>\n\n<a href=\"https://finance.yahoo.com/news/powell-says-fed-raise-rates-160850337.html\">Source Link</a>\n\n</div>\n","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Powell Assures Americans That Fed Will Tackle High Inflation</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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\">\nPowell Assures Americans That Fed Will Tackle High Inflation\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-12 09:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/powell-says-fed-raise-rates-160850337.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Federal Reserve Chair Jerome Powell pledged to do what’s necessary to contain an inflation surge and prolong the expansion, while steering clear of fresh details on the path of U.S. monetary policy.“...</p>\n\n<a href=\"https://finance.yahoo.com/news/powell-says-fed-raise-rates-160850337.html\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://finance.yahoo.com/news/powell-says-fed-raise-rates-160850337.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196657089","content_text":"Federal Reserve Chair Jerome Powell pledged to do what’s necessary to contain an inflation surge and prolong the expansion, while steering clear of fresh details on the path of U.S. monetary policy.“If we have to raise interest rates more over time, we will,” Powell told the Senate Banking Committee Tuesday under questioning at his confirmation hearing for a second term as central bank chief. “We will use our tools to get inflation back.”Both Republicans and Democrats have expressed concern that the Fed is over-stimulating the economy with low rates and bond purchases as inflation runs far above officials’ 2% target. U.S. central bankers have been surprised by the persistence of inflation and want to lean against it this year without stalling out growth.Prices rose 5.7% for the 12 months ending November as measured by the personal consumption expenditures price index, the Fed’s preferred benchmark.Powell’s remarks were more guarded than those of some of his colleagues, who’ve called openly for the Fed to starting raising rates at their meeting in March. But the chair typically tries to avoid providing policy guidance in public before he’s had a chance to discuss matters with the Fed’s policy-setting committee, which next gathers Jan. 25-26.While stressing that the Fed doesn’t prioritize its congressional mandate for price stability more than the goal for full employment, Powell said that the emphasis can shift and at the moment there was more focus on inflation.‘Severe Threat’“To get the kind of very strong labor market we want, with high participation, it is going to take a long expansion,” he said. “To get a long expansion we are going to need price stability. And so in a way, high inflation is a severe threat to the achievement of maximum employment.”Meantime, Tuesday’s hearing underscored the bipartisan support Powell has for another term, starting next month. Senate Banking Committee Chair Sherrod Brown told Bloomberg he didn’t expect much change from the January 2018 vote that confirmed Powell for his first term. That count was 84-13.President Joe Biden in November nominated Powell for a second term as chair and picked Fed Governor Lael Brainard to serve as vice chair. Brainard’s confirmation hearing is scheduled for Thursday. Biden is also expected to soon nominate three new governors to fill remaining vacancies on the board.Financial markets took Powell’s remarks in their stride. Stocks erased losses, with the S&P 500 and the Nasdaq 100 pushing higher while bonds fluctuated.“The ongoing vagueness about the timing of the first rate hike contrasts with the avalanche of comments from other Fed directors circling March 2022,” said Thomas Costerg, senior U.S. economist at Pictet Wealth Management. “Bottom line: I have a sense Powell wants to calm things a bit and wants the market to digest quietly the last minutes -- not add fuel to the fire.”Investors are betting the Fed will begin raising its benchmark federal funds rate in March, two years after cutting it to nearly zero at the onset of the pandemic in March 2020. A Labor Department report Friday showing the U.S. unemployment rate fell to 3.9% in December -- closing in on the 3.5% pre-pandemic low.Fed officials in December said they would accelerate end of their asset purchase program, and forecast they would raise rates three times this year. Wall Street firms such as Goldman Sachs Group Inc. are forecasting as many as four increases.Balance SheetPowell, asked about plans to shrink the Fed’s $8.77 trillion balance sheet, said at some point this year he and his colleagues will allow it to run off. His remarks follow comments from other Fed officials favoring a start to shrinking the balance sheet fairly soon after the central bank begins raising rates.Noting that the U.S. economy was in a much stronger position than the last time the central bank shrank its balance sheet -- when it waited around two years between raising rates and allowing its holdings to run off, the chair said no decisions had been made but it would be quicker this time around.“The balance sheet is much bigger and so the runoff can be faster. So I would say sooner and faster -- that much is clear,” he said.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":2074,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9006818331,"gmtCreate":1641687657242,"gmtModify":1676533639239,"author":{"id":"4100859883182300","authorId":"4100859883182300","name":"CY Tan","avatar":"https://community-static.tradeup.com/news/b90d9b6ee1c08462aecf7e7fc71fd921","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100859883182300","authorIdStr":"4100859883182300"},"themes":[],"htmlText":"Grab need to start making money, then the stockprice will rise.","listText":"Grab need to start making money, then the stockprice will rise.","text":"Grab need to start making money, then the stockprice will rise.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9006818331","repostId":"1154834453","repostType":4,"repost":{"id":"1154834453","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":1641481305,"share":"https://ttm.financial/m/news/1154834453?lang=en_US&edition=fundamental","pubTime":"2022-01-06 23:01","market":"us","language":"en","title":"Grab Stock Slid over 5% in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1154834453","media":"Tiger Newspress","summary":"Grab stock slid over 5% in morning trading.","content":"<html><head></head><body><p>Grab stock slid over 5% in morning trading.<img src=\"https://static.tigerbbs.com/98069cd31091bf55c09da39c6266d483\" tg-width=\"1115\" tg-height=\"752\" width=\"100%\" height=\"auto\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Grab Stock Slid over 5% 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; 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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>Grab Stock Slid over 5% 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; 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Hopefully it will continue the upward trend.","listText":"Finally! Hopefully it will continue the upward trend.","text":"Finally! Hopefully it will continue the upward trend.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9008652083","repostId":"1132925156","repostType":4,"repost":{"id":"1132925156","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":1641393978,"share":"https://ttm.financial/m/news/1132925156?lang=en_US&edition=fundamental","pubTime":"2022-01-05 22:46","market":"us","language":"en","title":"Hot Chinese ADRs Rebounded in Morning Trading, with Alibaba, Tencent Music and Pinduoduo Jumping Nearly 4%","url":"https://stock-news.laohu8.com/highlight/detail?id=1132925156","media":"Tiger Newspress","summary":"Hot Chinese ADRs rebounded in Morning Trading, with Alibaba, Tencent Music and Pinduoduo jumping nea","content":"<html><head></head><body><p>Hot Chinese ADRs rebounded in Morning Trading, with Alibaba, Tencent Music and Pinduoduo jumping nearly 4%.<img src=\"https://static.tigerbbs.com/27ea9930c2266d4b2ba84b5ae3dcc08d\" tg-width=\"285\" tg-height=\"478\" referrerpolicy=\"no-referrer\"/>The State Administration for Market Regulation, China&#39;s top market regulator, imposed a fine of 500,000 yuan ($78,000) each on leading video platform Bilibili, Tencent Holdings and Alibaba Group for violating the Anti-Monopoly Law, according to its official website on Wednesday.</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>Hot Chinese ADRs Rebounded in Morning 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class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-01-05 22:46</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Hot Chinese ADRs rebounded in Morning Trading, with Alibaba, Tencent Music and Pinduoduo jumping nearly 4%.<img src=\"https://static.tigerbbs.com/27ea9930c2266d4b2ba84b5ae3dcc08d\" tg-width=\"285\" tg-height=\"478\" referrerpolicy=\"no-referrer\"/>The State Administration for Market Regulation, China&#39;s top market regulator, imposed a fine of 500,000 yuan ($78,000) each on leading video platform Bilibili, Tencent Holdings and Alibaba Group for violating the Anti-Monopoly Law, according to its official website on Wednesday.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PDD":"拼多多","BABA":"阿里巴巴","TME":"腾讯音乐"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132925156","content_text":"Hot Chinese ADRs rebounded in Morning Trading, with Alibaba, Tencent Music and Pinduoduo jumping nearly 4%.The State Administration for Market Regulation, China's top market regulator, imposed a fine of 500,000 yuan ($78,000) each on leading video platform Bilibili, Tencent Holdings and Alibaba Group for violating the Anti-Monopoly Law, according to its official website on 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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\">\nCharlie Munger's Daily Journal nearly doubles stake in China's Alibaba\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\">2022-01-05 06:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Jan 4 (Reuters) - Daily Journal Corp, the publishing and technology company in which Warren Buffett&#39;s longtime business partner Charlie Munger is chairman, said it has nearly doubled its stake in Chinese e-commerce giant Alibaba Group Holding.</p><p>The U.S. company raised its holding by 99.3% to 602,060 sponsored American Depository Shares as of Dec. 31, Daily Journal said in a regulatory filing on Tuesday, making the stake worth about $72 million as of Jan. 4.</p><p>Munger, 98, has long been bullish on China.</p><p>Alibaba&#39;s U.S.-listed shares had in 2021 lost more than 48% of their value.</p><p>On Tuesday, the shares pared losses and closed down 0.7% at $119.56.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴","BK4111":"出版"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2201728876","content_text":"Jan 4 (Reuters) - Daily Journal Corp, the publishing and technology company in which Warren Buffett's longtime business partner Charlie Munger is chairman, said it has nearly doubled its stake in Chinese e-commerce giant Alibaba Group Holding.The U.S. company raised its holding by 99.3% to 602,060 sponsored American Depository Shares as of Dec. 31, Daily Journal said in a regulatory filing on Tuesday, making the stake worth about $72 million as of Jan. 4.Munger, 98, has long been bullish on China.Alibaba's U.S.-listed shares had in 2021 lost more than 48% of their value.On Tuesday, the shares pared losses and closed down 0.7% at $119.56.","news_type":1,"symbols_score_info":{"BABA":0.9,"09988":0.9}},"isVote":1,"tweetType":1,"viewCount":1599,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9902580307,"gmtCreate":1659736495112,"gmtModify":1704198309350,"author":{"id":"4100859883182300","authorId":"4100859883182300","name":"CY Tan","avatar":"https://community-static.tradeup.com/news/b90d9b6ee1c08462aecf7e7fc71fd921","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100859883182300","authorIdStr":"4100859883182300"},"themes":[],"htmlText":"It is good to see the positive perspective towardsAlibaba which has not been done very well for the last 12 months.","listText":"It is good to see the positive perspective towardsAlibaba which has not been done very well for the last 12 months.","text":"It is good to see the positive perspective towardsAlibaba which has not been done very well for the last 12 months.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9902580307","repostId":"2257669194","repostType":4,"repost":{"id":"2257669194","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":1659711869,"share":"https://ttm.financial/m/news/2257669194?lang=en_US&edition=fundamental","pubTime":"2022-08-05 23:04","market":"us","language":"en","title":"Alibaba Earnings Highlight Attractive Turnaround Story, Though Stock Gives Back Gains","url":"https://stock-news.laohu8.com/highlight/detail?id=2257669194","media":"Dow Jones","summary":"The Latest results brought a 'needed surprise' and other positives, say analysts.Alibaba Group Holdi","content":"<html><head></head><body><p>The Latest results brought a &#39;needed surprise&#39; and other positives, say analysts.</p><p><a href=\"https://laohu8.com/S/BABA\">Alibaba Group Holding Ltd.</a>&#39;s shares looked to be giving back their post-earnings gains in Friday trading, but analysts generally had praise for the Chinese e-commerce giant&#39;s latest results.</p><p>The company reported essentially flat revenue growth for its June quarter on Thursday morning, while signaling an improvement in business trends as the period wore on as well as progress in efforts to rein in expenses. Alibaba&#39;s U.S.-listed shares gained 1.8% in Thursday&#39;s session, though they were off 4.2% in Friday morning action and trading lower than they had been just prior to the report.</p><p>Then again, analysts were encouraged by what they saw from Alibaba&#39;s management team, especially in the wake of a tough stretch for the company and the shares. Alibaba has been dogged by rising competition from live-streaming platforms.</p><p>Shares have fallen 53% over the past 12 months, as the KraneShares CSI China Internet ETF <a href=\"https://laohu8.com/S/KWEB\">$(KWEB)$</a> has lost 42% and as the S&amp;P 500  has dropped 6%.</p><p>&#34;This is the first quarter in a while results are tracking in-line, and we feel the downward revision cycle appears to be approaching an end,&#34; Mizuho&#39;s James Lee wrote in a note to clients.</p><p>He highlighted that while customer management revenue has been lagging gross merchandise volume given growing merchant expenses, Alibaba still beat expectations for earnings before interest, taxes, and appreciation in its China commerce business.</p><p>&#34;Disciplined spending drives outperforming profitability,&#34; Lee continued, while reiterating his buy rating and $160 price target on the stock. He called Alibaba &#34;an attractive turnaround story in our coverage.&#34;</p><p>Citi Research analyst Alicia Yap was similarly encouraged.</p><p>&#34;We view the solid revs beat and stronger-than-expected profit beat as a long-waited print, which we believe could help to improve overall market sentiment on BABA&#39;s fundamentals and its continued effort to navigate through multiple challenges over the past 1.5 years,&#34; she wrote in a note to clients.</p><p>For Yap, a highlight was Alibaba&#39;s mid-single-digit decline in paid gross merchandise volume at Taobao and Tmall, a performance she thought was &#34;ahead of many buy-side and sell-side expectations&#34; as &#34;many were expecting [growth to be] down mid-teens&#34; on a year-over-year basis.</p><p>&#34;More importantly, we view the China commerce adj. EBITA...as positive and a &#39;needed surprise&#39; to reassure investors on the company&#39;s cost optimization efforts and to help validate its profit generation ability,&#34; she continued. Yap rates the stock a buy with a $172 target price.</p><p>Jefferies analyst Thomas Chong wrote that as Alibaba is cutting costs, its management team seems to be taking a thoughtful approach to the process.</p><p>&#34;The pursuit of cost optimization and efficiencies is driven by strategic choice and judgment of macro environment rather than primarily financial consideration,&#34; he wrote. &#34;Cost efficiencies apply to business units with different strategies amidst the uncertainties in macro-environments.&#34;</p><p>He has a buy rating and a $230 price target on Alibaba&#39;s U.S.-listed shares.</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 Earnings Highlight Attractive Turnaround Story, Though Stock Gives Back Gains</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 Earnings Highlight Attractive Turnaround Story, Though Stock Gives Back Gains\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-08-05 23:04</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The Latest results brought a &#39;needed surprise&#39; and other positives, say analysts.</p><p><a href=\"https://laohu8.com/S/BABA\">Alibaba Group Holding Ltd.</a>&#39;s shares looked to be giving back their post-earnings gains in Friday trading, but analysts generally had praise for the Chinese e-commerce giant&#39;s latest results.</p><p>The company reported essentially flat revenue growth for its June quarter on Thursday morning, while signaling an improvement in business trends as the period wore on as well as progress in efforts to rein in expenses. Alibaba&#39;s U.S.-listed shares gained 1.8% in Thursday&#39;s session, though they were off 4.2% in Friday morning action and trading lower than they had been just prior to the report.</p><p>Then again, analysts were encouraged by what they saw from Alibaba&#39;s management team, especially in the wake of a tough stretch for the company and the shares. Alibaba has been dogged by rising competition from live-streaming platforms.</p><p>Shares have fallen 53% over the past 12 months, as the KraneShares CSI China Internet ETF <a href=\"https://laohu8.com/S/KWEB\">$(KWEB)$</a> has lost 42% and as the S&amp;P 500  has dropped 6%.</p><p>&#34;This is the first quarter in a while results are tracking in-line, and we feel the downward revision cycle appears to be approaching an end,&#34; Mizuho&#39;s James Lee wrote in a note to clients.</p><p>He highlighted that while customer management revenue has been lagging gross merchandise volume given growing merchant expenses, Alibaba still beat expectations for earnings before interest, taxes, and appreciation in its China commerce business.</p><p>&#34;Disciplined spending drives outperforming profitability,&#34; Lee continued, while reiterating his buy rating and $160 price target on the stock. He called Alibaba &#34;an attractive turnaround story in our coverage.&#34;</p><p>Citi Research analyst Alicia Yap was similarly encouraged.</p><p>&#34;We view the solid revs beat and stronger-than-expected profit beat as a long-waited print, which we believe could help to improve overall market sentiment on BABA&#39;s fundamentals and its continued effort to navigate through multiple challenges over the past 1.5 years,&#34; she wrote in a note to clients.</p><p>For Yap, a highlight was Alibaba&#39;s mid-single-digit decline in paid gross merchandise volume at Taobao and Tmall, a performance she thought was &#34;ahead of many buy-side and sell-side expectations&#34; as &#34;many were expecting [growth to be] down mid-teens&#34; on a year-over-year basis.</p><p>&#34;More importantly, we view the China commerce adj. EBITA...as positive and a &#39;needed surprise&#39; to reassure investors on the company&#39;s cost optimization efforts and to help validate its profit generation ability,&#34; she continued. Yap rates the stock a buy with a $172 target price.</p><p>Jefferies analyst Thomas Chong wrote that as Alibaba is cutting costs, its management team seems to be taking a thoughtful approach to the process.</p><p>&#34;The pursuit of cost optimization and efficiencies is driven by strategic choice and judgment of macro environment rather than primarily financial consideration,&#34; he wrote. &#34;Cost efficiencies apply to business units with different strategies amidst the uncertainties in macro-environments.&#34;</p><p>He has a buy rating and a $230 price target on Alibaba&#39;s U.S.-listed shares.</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":"2257669194","content_text":"The Latest results brought a 'needed surprise' and other positives, say analysts.Alibaba Group Holding Ltd.'s shares looked to be giving back their post-earnings gains in Friday trading, but analysts generally had praise for the Chinese e-commerce giant's latest results.The company reported essentially flat revenue growth for its June quarter on Thursday morning, while signaling an improvement in business trends as the period wore on as well as progress in efforts to rein in expenses. Alibaba's U.S.-listed shares gained 1.8% in Thursday's session, though they were off 4.2% in Friday morning action and trading lower than they had been just prior to the report.Then again, analysts were encouraged by what they saw from Alibaba's management team, especially in the wake of a tough stretch for the company and the shares. Alibaba has been dogged by rising competition from live-streaming platforms.Shares have fallen 53% over the past 12 months, as the KraneShares CSI China Internet ETF $(KWEB)$ has lost 42% and as the S&P 500  has dropped 6%.\"This is the first quarter in a while results are tracking in-line, and we feel the downward revision cycle appears to be approaching an end,\" Mizuho's James Lee wrote in a note to clients.He highlighted that while customer management revenue has been lagging gross merchandise volume given growing merchant expenses, Alibaba still beat expectations for earnings before interest, taxes, and appreciation in its China commerce business.\"Disciplined spending drives outperforming profitability,\" Lee continued, while reiterating his buy rating and $160 price target on the stock. He called Alibaba \"an attractive turnaround story in our coverage.\"Citi Research analyst Alicia Yap was similarly encouraged.\"We view the solid revs beat and stronger-than-expected profit beat as a long-waited print, which we believe could help to improve overall market sentiment on BABA's fundamentals and its continued effort to navigate through multiple challenges over the past 1.5 years,\" she wrote in a note to clients.For Yap, a highlight was Alibaba's mid-single-digit decline in paid gross merchandise volume at Taobao and Tmall, a performance she thought was \"ahead of many buy-side and sell-side expectations\" as \"many were expecting [growth to be] down mid-teens\" on a year-over-year basis.\"More importantly, we view the China commerce adj. EBITA...as positive and a 'needed surprise' to reassure investors on the company's cost optimization efforts and to help validate its profit generation ability,\" she continued. Yap rates the stock a buy with a $172 target price.Jefferies analyst Thomas Chong wrote that as Alibaba is cutting costs, its management team seems to be taking a thoughtful approach to the process.\"The pursuit of cost optimization and efficiencies is driven by strategic choice and judgment of macro environment rather than primarily financial consideration,\" he wrote. \"Cost efficiencies apply to business units with different strategies amidst the uncertainties in macro-environments.\"He has a buy rating and a $230 price target on Alibaba's U.S.-listed shares.","news_type":1,"symbols_score_info":{"BABA":0.9}},"isVote":1,"tweetType":1,"viewCount":4075,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9087583763,"gmtCreate":1651022995096,"gmtModify":1676534836280,"author":{"id":"4100859883182300","authorId":"4100859883182300","name":"CY Tan","avatar":"https://community-static.tradeup.com/news/b90d9b6ee1c08462aecf7e7fc71fd921","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100859883182300","authorIdStr":"4100859883182300"},"themes":[],"htmlText":"Excellent financial result for Microsoft!","listText":"Excellent financial result for Microsoft!","text":"Excellent financial result for Microsoft!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9087583763","repostId":"2230482013","repostType":4,"repost":{"id":"2230482013","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":1651010008,"share":"https://ttm.financial/m/news/2230482013?lang=en_US&edition=fundamental","pubTime":"2022-04-27 05:53","market":"us","language":"en","title":"Microsoft Beat Revenue Estimates on Cloud Growth","url":"https://stock-news.laohu8.com/highlight/detail?id=2230482013","media":"Tiger Newspress","summary":"Microsoft Corp beat Wall Street profit and revenue expectations, benefiting from demand for the soft","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/MSFT\">Microsoft Corp</a> beat Wall Street profit and revenue expectations, benefiting from demand for the software giant&#39;s cloud-based services from the pandemic-triggered shift to hybrid work models.</p><p>The company reported revenue of $49.36 billion in the third quarter, compared with $41.7 billion a year earlier. Analysts on average had expected revenue of $49.05 billion, according to Refinitiv IBES data.</p><p>Net income rose to $16.73 billion, or $2.22 per share, in the quarter ended March 31, from $15.46 billion, or $2.03 per share, a year earlier. That topped analyst targets of $2.19.</p><p>Shares were up more than 6% in after-hours trade.</p><p><img src=\"https://static.tigerbbs.com/1e5e90da81fa314716175941a51af772\" tg-width=\"931\" tg-height=\"670\" width=\"100%\" height=\"auto\"/></p><p>Individuals and organizations turned to Microsoft&#39;s diverse products, such as Outlook and Teams workplace messaging app, to communicate during the switch to working and learning from home, making the company a pandemic winner.</p><p>Now as economies reopen, businesses are increasingly shifting to a hybrid model of allowing staff to alternatively work from office and home. That&#39;s also helping drive up revenue of Windows products, said Brett Iversen, general manager of investor relations. &#34;Strength in the commercial PC market drove Windows OEM revenue up 11%,&#34; he told Reuters.</p><p>The hybrid work trend is resulting in a continued strength for Microsoft&#39;s cloud services, including its flagship cloud offering Azure.</p><p>Third-quarter Azure annual growth of 46.0% was steady from the previous quarter and in line with estimates of 45.6% growth compiled by Visible Alpha. Still, Azure growth has showed a steady drop from fiscal 2020 when growth was in the 60% range.</p><p>Iversen said that Azure Microsoft had better-than-expected growth in long-term Azure contracts, although he did not provide specific numbers.</p><p>&#34;These numbers show that customers continue to turn to Microsoft as they accelerate their shift to cloud computing and the current unsettling economic environment has not yet impacted the company&#39;s main growth driver,&#34; said Haris Anwar, senior analyst at Investing.com.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Microsoft Beat Revenue Estimates on Cloud Growth</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\">\nMicrosoft Beat Revenue Estimates on Cloud Growth\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-04-27 05:53</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/MSFT\">Microsoft Corp</a> beat Wall Street profit and revenue expectations, benefiting from demand for the software giant&#39;s cloud-based services from the pandemic-triggered shift to hybrid work models.</p><p>The company reported revenue of $49.36 billion in the third quarter, compared with $41.7 billion a year earlier. Analysts on average had expected revenue of $49.05 billion, according to Refinitiv IBES data.</p><p>Net income rose to $16.73 billion, or $2.22 per share, in the quarter ended March 31, from $15.46 billion, or $2.03 per share, a year earlier. That topped analyst targets of $2.19.</p><p>Shares were up more than 6% in after-hours trade.</p><p><img src=\"https://static.tigerbbs.com/1e5e90da81fa314716175941a51af772\" tg-width=\"931\" tg-height=\"670\" width=\"100%\" height=\"auto\"/></p><p>Individuals and organizations turned to Microsoft&#39;s diverse products, such as Outlook and Teams workplace messaging app, to communicate during the switch to working and learning from home, making the company a pandemic winner.</p><p>Now as economies reopen, businesses are increasingly shifting to a hybrid model of allowing staff to alternatively work from office and home. That&#39;s also helping drive up revenue of Windows products, said Brett Iversen, general manager of investor relations. &#34;Strength in the commercial PC market drove Windows OEM revenue up 11%,&#34; he told Reuters.</p><p>The hybrid work trend is resulting in a continued strength for Microsoft&#39;s cloud services, including its flagship cloud offering Azure.</p><p>Third-quarter Azure annual growth of 46.0% was steady from the previous quarter and in line with estimates of 45.6% growth compiled by Visible Alpha. Still, Azure growth has showed a steady drop from fiscal 2020 when growth was in the 60% range.</p><p>Iversen said that Azure Microsoft had better-than-expected growth in long-term Azure contracts, although he did not provide specific numbers.</p><p>&#34;These numbers show that customers continue to turn to Microsoft as they accelerate their shift to cloud computing and the current unsettling economic environment has not yet impacted the company&#39;s main growth driver,&#34; said Haris Anwar, senior analyst at Investing.com.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2230482013","content_text":"Microsoft Corp beat Wall Street profit and revenue expectations, benefiting from demand for the software giant's cloud-based services from the pandemic-triggered shift to hybrid work models.The company reported revenue of $49.36 billion in the third quarter, compared with $41.7 billion a year earlier. Analysts on average had expected revenue of $49.05 billion, according to Refinitiv IBES data.Net income rose to $16.73 billion, or $2.22 per share, in the quarter ended March 31, from $15.46 billion, or $2.03 per share, a year earlier. That topped analyst targets of $2.19.Shares were up more than 6% in after-hours trade.Individuals and organizations turned to Microsoft's diverse products, such as Outlook and Teams workplace messaging app, to communicate during the switch to working and learning from home, making the company a pandemic winner.Now as economies reopen, businesses are increasingly shifting to a hybrid model of allowing staff to alternatively work from office and home. That's also helping drive up revenue of Windows products, said Brett Iversen, general manager of investor relations. \"Strength in the commercial PC market drove Windows OEM revenue up 11%,\" he told Reuters.The hybrid work trend is resulting in a continued strength for Microsoft's cloud services, including its flagship cloud offering Azure.Third-quarter Azure annual growth of 46.0% was steady from the previous quarter and in line with estimates of 45.6% growth compiled by Visible Alpha. Still, Azure growth has showed a steady drop from fiscal 2020 when growth was in the 60% range.Iversen said that Azure Microsoft had better-than-expected growth in long-term Azure contracts, although he did not provide specific numbers.\"These numbers show that customers continue to turn to Microsoft as they accelerate their shift to cloud computing and the current unsettling economic environment has not yet impacted the company's main growth driver,\" said Haris Anwar, senior analyst at Investing.com.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":3344,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9034116801,"gmtCreate":1647824939827,"gmtModify":1676534269056,"author":{"id":"4100859883182300","authorId":"4100859883182300","name":"CY Tan","avatar":"https://community-static.tradeup.com/news/b90d9b6ee1c08462aecf7e7fc71fd921","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100859883182300","authorIdStr":"4100859883182300"},"themes":[],"htmlText":"Weird strategy...","listText":"Weird strategy...","text":"Weird strategy...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9034116801","repostId":"1195743790","repostType":4,"repost":{"id":"1195743790","kind":"news","pubTimestamp":1647657923,"share":"https://ttm.financial/m/news/1195743790?lang=en_US&edition=fundamental","pubTime":"2022-03-19 10:45","market":"us","language":"en","title":"Why the Heck Is AMC Entertainment Buying a Gold and Silver Mine?","url":"https://stock-news.laohu8.com/highlight/detail?id=1195743790","media":"Motley Fool","summary":"The theater-chain operator is looking to diversify and help other distressed businesses.","content":"<div>\n<p>KEY POINTSAMC will take a 22% stake in defunct gold and silver miner Hycroft in exchange for $28 million.The miner shut down mining operations last November and laid off half its staff.Hycroft has yet...</p>\n\n<a href=\"https://www.fool.com/investing/2022/03/18/why-the-heck-is-amc-entertainment-buying-a-gold-an/\">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 the Heck Is AMC Entertainment Buying a Gold and Silver Mine?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy the Heck Is AMC Entertainment Buying a Gold and Silver Mine?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-19 10:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/03/18/why-the-heck-is-amc-entertainment-buying-a-gold-an/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSAMC will take a 22% stake in defunct gold and silver miner Hycroft in exchange for $28 million.The miner shut down mining operations last November and laid off half its staff.Hycroft has yet...</p>\n\n<a href=\"https://www.fool.com/investing/2022/03/18/why-the-heck-is-amc-entertainment-buying-a-gold-an/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMC":"AMC院线","HYMC":"Hycroft Mining Holding Corporation"},"source_url":"https://www.fool.com/investing/2022/03/18/why-the-heck-is-amc-entertainment-buying-a-gold-an/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195743790","content_text":"KEY POINTSAMC will take a 22% stake in defunct gold and silver miner Hycroft in exchange for $28 million.The miner shut down mining operations last November and laid off half its staff.Hycroft has yet to perform the necessary studies needed to launch the next stage of its operations.Nothing says you're serious about turning around your movie theater business than investing in a defunct gold and silver miner, or so AMC Entertainment would have you believe.The theater owner shocked everyone by announcing it had invested $27.9 million in Hycroft Mining in exchange for a 22% stake in the company. At the same time, metals investor Eric Sprott invested a similar amount into Hycroft.CEO Adam Aron said AMC's own near-death experience has made it willing and able to help other businesses also knocking at death's door.In recent years, however, AMC Entertainment has had enormous success and demonstrated expertise in guiding a company with otherwise valuable assets through a time of severe liquidity challenge, the raising of capital, and strengthening of balance sheets, as well as communicating with individual retail investors. It is all that experience and skill that we bring to the table to assist the talented mining professionals at Hycroft.However, investors should be even more wary of investing in AMC than they were before.Image source: Getty Images.In the pitsAMC is not healthy. Despite having established significant liquidity by using its meme stock popularity to raise cash, the movie industry has not recovered. There are fewer movies planned for release in 2022, and that will result in even lower theater attendance than was the case even before the pandemic. So taking resources away from bolstering the business is more than just surprising.More so because Hycroft Mining is not an active miner. It ceased operations at its only mine in Nevada last November, saying it wanted to switch to building a mill to process gold and silver sulfide ore.The problem is, Hycroft hasn't even done a feasibility study on whether the method Hycroft wants to use to process the ore will even work or is economically feasible. It says its previous plan for using a novel two-stage sulfide heap oxidation and leach process is not economical at current metal prices, so it will instead consider using an alternative process, though it's not yet proven it can be workable at a commercial scale.AMC, however, says third-party analyses confirm Hycroft has \"rock-solid assets,\" with 15 million ounces of gold deposits and around 600 million ounces of silver deposits at its Nevada mine.Hoping something sticksInvesting $28 million in a defunct gold miner when you have $1.8 billion sitting in the bank is in itself not much of an issue. Even if the whole enterprise goes belly up, it's not going to severely affect the company, and if it's successful, it may make some money on the deal. So why not, right?The problem arises from the mindset behind such an investment. The scattershot approach to trying something --anything!-- to get some kind of a return that's completely unrelated to your core competency indicates your actual business is not worth investing in.Buying a business in which you have no knowledge or understanding of the industry, only that it looks kind of similar to the situation you found yourself in, is hardly the way to be using shareholder resources.Aron has indicated he wants to think outside the box when it comes to reviving AMC, and not all of the options involve movies per se.For example, Aron recently revealed six strategies he saw AMC undertaking that included developing non-fungible tokens, or NFTs, and selling popcorn in retail stores. He did say he wanted to make more acquisitions, but I suspect most people thought he meant in line with the theater chain acquisitions he previously made. Buying a gold and silver miner was probably not on anyone's bingo card.Suspicious trading activityThe investment is likely to get SEC scrutiny too. CNBC reports there was highly unusual trading occurring in the days just preceding the announcement of the investment.It says analysis of FactSet data shows the 90-day average trading volume of Hycroft stock was around 355,000 shares prior to the news, but the day before, it spiked to 58.6 million shares, bringing the 90-day average up to 10.5 million shares.Indeed, last Friday, trading surged to 340 million shares, or five times greater than Hycroft's outstanding share count, and its stock rocketed from $0.30 a share to $1.40 the day before AMC announced its investment, a better than four-fold increase in price.Fool's goldInvesting legend Peter Lynch had a word for when companies go far afield like this: \"de-worsi-fication.\"In a bid to engage in a bit of empire building, CEOs graft wildly unrelated businesses onto their operations, ones that do nothing to strengthen the primary company -- and they tend to end badly.There was a lot to make investors cautious about taking a stake in AMC Entertainment before this. Now that the movie theater stock is getting into gold and silver mining, they should stay far away.","news_type":1,"symbols_score_info":{"HYMC":0.9,"AMC":0.9}},"isVote":1,"tweetType":1,"viewCount":3245,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9945713175,"gmtCreate":1681580568597,"gmtModify":1681580572413,"author":{"id":"4100859883182300","authorId":"4100859883182300","name":"CY Tan","avatar":"https://community-static.tradeup.com/news/b90d9b6ee1c08462aecf7e7fc71fd921","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100859883182300","authorIdStr":"4100859883182300"},"themes":[],"htmlText":"Thank you for the campaign.","listText":"Thank you for the campaign.","text":"Thank you for the campaign.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9945713175","isVote":1,"tweetType":1,"viewCount":2264,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9026853170,"gmtCreate":1653356811390,"gmtModify":1676535267153,"author":{"id":"4100859883182300","authorId":"4100859883182300","name":"CY Tan","avatar":"https://community-static.tradeup.com/news/b90d9b6ee1c08462aecf7e7fc71fd921","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100859883182300","authorIdStr":"4100859883182300"},"themes":[],"htmlText":"Profitability is the key for Grab share price to go up.","listText":"Profitability is the key for Grab share price to go up.","text":"Profitability is the key for Grab share price to go up.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9026853170","repostId":"1146005368","repostType":4,"repost":{"id":"1146005368","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":1653314565,"share":"https://ttm.financial/m/news/1146005368?lang=en_US&edition=fundamental","pubTime":"2022-05-23 22:02","market":"us","language":"en","title":"Grab Stock Slid More Than 6% in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1146005368","media":"Tiger Newspress","summary":"Grab stock slid more than 6% in morning trading.Grab (NASDAQ:GRAB) reported a very solid first quart","content":"<html><head></head><body><p>Grab stock slid more than 6% in morning trading.</p><p><img src=\"https://static.tigerbbs.com/1065ae50a487eea48fc2123143874e47\" tg-width=\"874\" tg-height=\"621\" referrerpolicy=\"no-referrer\"/></p><p>Grab (NASDAQ:GRAB) reported a very solid first quarter of 2022, with GMV up 32%. Particularly impressive was the deliveries segment, which saw growth of 50%, significantly above expectations. We had recently upgraded the shares to &#34;Hold&#34; based on the attractive valuation, but we&#39;re now upgrading the shares again given that profitability now looks more attainable in the medium term.</p><p><img src=\"https://static.tigerbbs.com/5cfaef7da7b5f4bd43db70fd365c2e6e\" tg-width=\"640\" tg-height=\"358\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>These results surpassed the previously given outlook by a good margin. For example, deliveries GMV has been guided to be between $2.4B and $2.5B and it was actually $2.56B. Mobility GMV has been guided to between $0.75B and $0.80B, and the actual result was $0.83B. But the one that gave the biggest surprise was financial services total payment volume, which has been guided to be between $3.1B and $3.2B, and the actual result was significantly higher at $3.6B.</p><p>All these point to recovering growth, which is all fine and good, but we&#39;re still concerned with profitability. Here the company managed to make some improvements as well by reducing incentives as a proportion of GMV. Adjusted EBITDA margins as a proportion of GMV improved sequentially from -6.8% to -6%. Much of this improvement came from reduced losses in the deliveries segment. This is very encouraging, but it remains to be seen if the company can actually turn profitable before it runs out of funds.</p><p><img src=\"https://static.tigerbbs.com/a51e5f7af20f7049c56fce95c7641130\" tg-width=\"640\" tg-height=\"358\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>What makes us more optimistic about the company is the growth it&#39;s seeing in its financial services segment. We believe this is the part of the company that has the better chance of reaching solid profitability first, and maybe subsidize the rest of the company until they too become profitable. Year over year the company saw 5x growth in buy now pay later, and 3x growth in loans disbursed.</p><p>Even better, when its customers make use of Grab&#39;s financial services, they spend more and their retention on the platform improves.</p><p><img src=\"https://static.tigerbbs.com/556608a22e6efd02a8162f618c3a70b3\" tg-width=\"640\" tg-height=\"358\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>Liquidity</b></p><p>The company reported that as of March 31, 2022, it had net cash liquidity of $5.97B, which should be enough to finance losses for a few more quarters. The investment case for Grab is that it will reach enough scale, and improve margins enough, to reach at least positive operating cash flow before its liquidity runs dry.</p><p>As of Dec. 31, 2021, the company had net cash liquidity of $6.79B. This means that in just one quarter its liquidity went down ~$800 million. At this pace it would mean the company has a runway of approximately eight quarters, but if Grab makes incremental improvements to its margins this could last a little longer. In any case, time of the essence for Grab to show that it has a sustainable business model, especially now with investors more focused on profits and less enthusiastic about unprofitable growth.</p><p><b>Valuation</b></p><p>It&#39;s difficult to value Grab, since it does not yet have positive earnings or even EBITDA, and it&#39;s difficult to do a credible discounted cash flow model when it&#39;s difficult to tell what its profit margins can be in the future. What is clear is that this is a company growing at a very fast pace, and that it is one of Asia&#39;s &#34;Super Apps.&#34; Based on this we believe that if the company finds a way to become profitable, that it can become a very valuable company. With a market cap of ~$12 B, there&#39;s room for the valuation to expand if the company proves it can become profitable.</p><p><img src=\"https://static.tigerbbs.com/ce4e62cfe0f52a079d8e30bdbb594793\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>At least the company is no longer trading at an unrealistic multiple of revenues. Its EV/revenues multiple reached a high of more than 40x, but has since gone down to ~9x, and the forward EV/revenues stands at only ~5x. This tells us that investors are being a lot more realistic, and balancing the growth of the company with the profitability challenges, to come up with a valuation that leaves more room for error. Still, we would like to remind everyone that even if the risk/reward is a lot more attractive now that the company is seeing profitability improvements and that the valuation is a lot more reasonable, that this is still a company that could go bankrupt if it does not turn profitable in the next few quarters. We estimate the runway it has to become profitable at around eight quarters, but it could be more or less depending on how operating cash flow trends from here. There&#39;s also the possibility that the company will try to do another capital raise to extend its runway if it gets too close to running out of cash.</p><p><img src=\"https://static.tigerbbs.com/bef0947c2c077a4dc099088530669bd1\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>Outlook for 2022</b></p><p>For fiscal year 2022, Grab is guiding for revenue between $1.2B and $1.3B, and GMV growth of between 30% and 35%. This guidance is reassuring that growth is returning to the business, so the remaining concern is profitability. While we&#39;re seeing some green shoots there the company still has a lot to do to become sustainably profitable.</p><p><b>ESG</b></p><p>We would like to add a quick note saying that we&#39;re positively surprised by Grab&#39;s sustainability efforts. It&#39;s pledging to become carbon neutral as a platform by 2040, it is looking to expand the proportion of women in leadership roles to 40% by 2030, and it&#39;s seeking to double the number of economically marginalized individuals earning an income on Grab by 2025. These are very laudable goals and we hope the company manages to reach them.</p><p><b>Risks</b></p><p>While the risk/reward has improved to the point that we now rate the company a &#34;Buy,&#34; we would like to remind our readers that this is a speculative investment that could easily end up in bankruptcy. It seems bears have come to the same conclusion that the risk/reward has improve, given that the short interest is not that significant at ~5.4%.</p><p>The Altman Z-score is negative, which is a red flag, and is reflective of the profitability challenges the company has. It will have to optimize its business model to reach margins that let it operate profitability if it wants to eventually go out of business.</p><p><img src=\"https://static.tigerbbs.com/b9a705f6d4f513634c0b5128d6154cf2\" tg-width=\"381\" tg-height=\"191\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>Conclusion</b></p><p>The most recent quarter was mostly a positive one, and shares reacted by going up in price. There are signs that high growth is returning, and that some steps toward becoming profitable are being taken. The company is being more prudent with the use of incentives, and EBITDA margins are moving in the right direction. The delivery segment showed impressive growth, and the finance segment is proving to be one of the most promising businesses for the company. That said, the company is still burning significant amounts of cash, and it will have to further improve margins and profitability if it wants to remain a going concern. Overall, we rate shares a &#34;buy&#34; given the positive risk/reward, but pointing out that risk is significant and that an investment in the company can easily result in total loss.</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>Grab Stock Slid More Than 6% 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\">\nGrab Stock Slid More Than 6% 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\">2022-05-23 22:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Grab stock slid more than 6% in morning trading.</p><p><img src=\"https://static.tigerbbs.com/1065ae50a487eea48fc2123143874e47\" tg-width=\"874\" tg-height=\"621\" referrerpolicy=\"no-referrer\"/></p><p>Grab (NASDAQ:GRAB) reported a very solid first quarter of 2022, with GMV up 32%. Particularly impressive was the deliveries segment, which saw growth of 50%, significantly above expectations. We had recently upgraded the shares to &#34;Hold&#34; based on the attractive valuation, but we&#39;re now upgrading the shares again given that profitability now looks more attainable in the medium term.</p><p><img src=\"https://static.tigerbbs.com/5cfaef7da7b5f4bd43db70fd365c2e6e\" tg-width=\"640\" tg-height=\"358\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>These results surpassed the previously given outlook by a good margin. For example, deliveries GMV has been guided to be between $2.4B and $2.5B and it was actually $2.56B. Mobility GMV has been guided to between $0.75B and $0.80B, and the actual result was $0.83B. But the one that gave the biggest surprise was financial services total payment volume, which has been guided to be between $3.1B and $3.2B, and the actual result was significantly higher at $3.6B.</p><p>All these point to recovering growth, which is all fine and good, but we&#39;re still concerned with profitability. Here the company managed to make some improvements as well by reducing incentives as a proportion of GMV. Adjusted EBITDA margins as a proportion of GMV improved sequentially from -6.8% to -6%. Much of this improvement came from reduced losses in the deliveries segment. This is very encouraging, but it remains to be seen if the company can actually turn profitable before it runs out of funds.</p><p><img src=\"https://static.tigerbbs.com/a51e5f7af20f7049c56fce95c7641130\" tg-width=\"640\" tg-height=\"358\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>What makes us more optimistic about the company is the growth it&#39;s seeing in its financial services segment. We believe this is the part of the company that has the better chance of reaching solid profitability first, and maybe subsidize the rest of the company until they too become profitable. Year over year the company saw 5x growth in buy now pay later, and 3x growth in loans disbursed.</p><p>Even better, when its customers make use of Grab&#39;s financial services, they spend more and their retention on the platform improves.</p><p><img src=\"https://static.tigerbbs.com/556608a22e6efd02a8162f618c3a70b3\" tg-width=\"640\" tg-height=\"358\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>Liquidity</b></p><p>The company reported that as of March 31, 2022, it had net cash liquidity of $5.97B, which should be enough to finance losses for a few more quarters. The investment case for Grab is that it will reach enough scale, and improve margins enough, to reach at least positive operating cash flow before its liquidity runs dry.</p><p>As of Dec. 31, 2021, the company had net cash liquidity of $6.79B. This means that in just one quarter its liquidity went down ~$800 million. At this pace it would mean the company has a runway of approximately eight quarters, but if Grab makes incremental improvements to its margins this could last a little longer. In any case, time of the essence for Grab to show that it has a sustainable business model, especially now with investors more focused on profits and less enthusiastic about unprofitable growth.</p><p><b>Valuation</b></p><p>It&#39;s difficult to value Grab, since it does not yet have positive earnings or even EBITDA, and it&#39;s difficult to do a credible discounted cash flow model when it&#39;s difficult to tell what its profit margins can be in the future. What is clear is that this is a company growing at a very fast pace, and that it is one of Asia&#39;s &#34;Super Apps.&#34; Based on this we believe that if the company finds a way to become profitable, that it can become a very valuable company. With a market cap of ~$12 B, there&#39;s room for the valuation to expand if the company proves it can become profitable.</p><p><img src=\"https://static.tigerbbs.com/ce4e62cfe0f52a079d8e30bdbb594793\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>At least the company is no longer trading at an unrealistic multiple of revenues. Its EV/revenues multiple reached a high of more than 40x, but has since gone down to ~9x, and the forward EV/revenues stands at only ~5x. This tells us that investors are being a lot more realistic, and balancing the growth of the company with the profitability challenges, to come up with a valuation that leaves more room for error. Still, we would like to remind everyone that even if the risk/reward is a lot more attractive now that the company is seeing profitability improvements and that the valuation is a lot more reasonable, that this is still a company that could go bankrupt if it does not turn profitable in the next few quarters. We estimate the runway it has to become profitable at around eight quarters, but it could be more or less depending on how operating cash flow trends from here. There&#39;s also the possibility that the company will try to do another capital raise to extend its runway if it gets too close to running out of cash.</p><p><img src=\"https://static.tigerbbs.com/bef0947c2c077a4dc099088530669bd1\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>Outlook for 2022</b></p><p>For fiscal year 2022, Grab is guiding for revenue between $1.2B and $1.3B, and GMV growth of between 30% and 35%. This guidance is reassuring that growth is returning to the business, so the remaining concern is profitability. While we&#39;re seeing some green shoots there the company still has a lot to do to become sustainably profitable.</p><p><b>ESG</b></p><p>We would like to add a quick note saying that we&#39;re positively surprised by Grab&#39;s sustainability efforts. It&#39;s pledging to become carbon neutral as a platform by 2040, it is looking to expand the proportion of women in leadership roles to 40% by 2030, and it&#39;s seeking to double the number of economically marginalized individuals earning an income on Grab by 2025. These are very laudable goals and we hope the company manages to reach them.</p><p><b>Risks</b></p><p>While the risk/reward has improved to the point that we now rate the company a &#34;Buy,&#34; we would like to remind our readers that this is a speculative investment that could easily end up in bankruptcy. It seems bears have come to the same conclusion that the risk/reward has improve, given that the short interest is not that significant at ~5.4%.</p><p>The Altman Z-score is negative, which is a red flag, and is reflective of the profitability challenges the company has. It will have to optimize its business model to reach margins that let it operate profitability if it wants to eventually go out of business.</p><p><img src=\"https://static.tigerbbs.com/b9a705f6d4f513634c0b5128d6154cf2\" tg-width=\"381\" tg-height=\"191\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>Conclusion</b></p><p>The most recent quarter was mostly a positive one, and shares reacted by going up in price. There are signs that high growth is returning, and that some steps toward becoming profitable are being taken. The company is being more prudent with the use of incentives, and EBITDA margins are moving in the right direction. The delivery segment showed impressive growth, and the finance segment is proving to be one of the most promising businesses for the company. That said, the company is still burning significant amounts of cash, and it will have to further improve margins and profitability if it wants to remain a going concern. Overall, we rate shares a &#34;buy&#34; given the positive risk/reward, but pointing out that risk is significant and that an investment in the company can easily result in total loss.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GRAB":"Grab Holdings"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146005368","content_text":"Grab stock slid more than 6% in morning trading.Grab (NASDAQ:GRAB) reported a very solid first quarter of 2022, with GMV up 32%. Particularly impressive was the deliveries segment, which saw growth of 50%, significantly above expectations. We had recently upgraded the shares to \"Hold\" based on the attractive valuation, but we're now upgrading the shares again given that profitability now looks more attainable in the medium term.These results surpassed the previously given outlook by a good margin. For example, deliveries GMV has been guided to be between $2.4B and $2.5B and it was actually $2.56B. Mobility GMV has been guided to between $0.75B and $0.80B, and the actual result was $0.83B. But the one that gave the biggest surprise was financial services total payment volume, which has been guided to be between $3.1B and $3.2B, and the actual result was significantly higher at $3.6B.All these point to recovering growth, which is all fine and good, but we're still concerned with profitability. Here the company managed to make some improvements as well by reducing incentives as a proportion of GMV. Adjusted EBITDA margins as a proportion of GMV improved sequentially from -6.8% to -6%. Much of this improvement came from reduced losses in the deliveries segment. This is very encouraging, but it remains to be seen if the company can actually turn profitable before it runs out of funds.What makes us more optimistic about the company is the growth it's seeing in its financial services segment. We believe this is the part of the company that has the better chance of reaching solid profitability first, and maybe subsidize the rest of the company until they too become profitable. Year over year the company saw 5x growth in buy now pay later, and 3x growth in loans disbursed.Even better, when its customers make use of Grab's financial services, they spend more and their retention on the platform improves.LiquidityThe company reported that as of March 31, 2022, it had net cash liquidity of $5.97B, which should be enough to finance losses for a few more quarters. The investment case for Grab is that it will reach enough scale, and improve margins enough, to reach at least positive operating cash flow before its liquidity runs dry.As of Dec. 31, 2021, the company had net cash liquidity of $6.79B. This means that in just one quarter its liquidity went down ~$800 million. At this pace it would mean the company has a runway of approximately eight quarters, but if Grab makes incremental improvements to its margins this could last a little longer. In any case, time of the essence for Grab to show that it has a sustainable business model, especially now with investors more focused on profits and less enthusiastic about unprofitable growth.ValuationIt's difficult to value Grab, since it does not yet have positive earnings or even EBITDA, and it's difficult to do a credible discounted cash flow model when it's difficult to tell what its profit margins can be in the future. What is clear is that this is a company growing at a very fast pace, and that it is one of Asia's \"Super Apps.\" Based on this we believe that if the company finds a way to become profitable, that it can become a very valuable company. With a market cap of ~$12 B, there's room for the valuation to expand if the company proves it can become profitable.At least the company is no longer trading at an unrealistic multiple of revenues. Its EV/revenues multiple reached a high of more than 40x, but has since gone down to ~9x, and the forward EV/revenues stands at only ~5x. This tells us that investors are being a lot more realistic, and balancing the growth of the company with the profitability challenges, to come up with a valuation that leaves more room for error. Still, we would like to remind everyone that even if the risk/reward is a lot more attractive now that the company is seeing profitability improvements and that the valuation is a lot more reasonable, that this is still a company that could go bankrupt if it does not turn profitable in the next few quarters. We estimate the runway it has to become profitable at around eight quarters, but it could be more or less depending on how operating cash flow trends from here. There's also the possibility that the company will try to do another capital raise to extend its runway if it gets too close to running out of cash.Outlook for 2022For fiscal year 2022, Grab is guiding for revenue between $1.2B and $1.3B, and GMV growth of between 30% and 35%. This guidance is reassuring that growth is returning to the business, so the remaining concern is profitability. While we're seeing some green shoots there the company still has a lot to do to become sustainably profitable.ESGWe would like to add a quick note saying that we're positively surprised by Grab's sustainability efforts. It's pledging to become carbon neutral as a platform by 2040, it is looking to expand the proportion of women in leadership roles to 40% by 2030, and it's seeking to double the number of economically marginalized individuals earning an income on Grab by 2025. These are very laudable goals and we hope the company manages to reach them.RisksWhile the risk/reward has improved to the point that we now rate the company a \"Buy,\" we would like to remind our readers that this is a speculative investment that could easily end up in bankruptcy. It seems bears have come to the same conclusion that the risk/reward has improve, given that the short interest is not that significant at ~5.4%.The Altman Z-score is negative, which is a red flag, and is reflective of the profitability challenges the company has. It will have to optimize its business model to reach margins that let it operate profitability if it wants to eventually go out of business.ConclusionThe most recent quarter was mostly a positive one, and shares reacted by going up in price. There are signs that high growth is returning, and that some steps toward becoming profitable are being taken. The company is being more prudent with the use of incentives, and EBITDA margins are moving in the right direction. The delivery segment showed impressive growth, and the finance segment is proving to be one of the most promising businesses for the company. That said, the company is still burning significant amounts of cash, and it will have to further improve margins and profitability if it wants to remain a going concern. Overall, we rate shares a \"buy\" given the positive risk/reward, but pointing out that risk is significant and that an investment in the company can easily result in total loss.","news_type":1,"symbols_score_info":{"GRAB":0.9}},"isVote":1,"tweetType":1,"viewCount":3904,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9001357429,"gmtCreate":1641176042383,"gmtModify":1676533579352,"author":{"id":"4100859883182300","authorId":"4100859883182300","name":"CY Tan","avatar":"https://community-static.tradeup.com/news/b90d9b6ee1c08462aecf7e7fc71fd921","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100859883182300","authorIdStr":"4100859883182300"},"themes":[],"htmlText":"Very strong 2021&nbsp;GDP growth from the low baseline in&nbsp;2020. The concern now will be the magnitude of&nbsp;inflation.","listText":"Very strong 2021&nbsp;GDP growth from the low baseline in&nbsp;2020. The concern now will be the magnitude of&nbsp;inflation.","text":"Very strong 2021 GDP growth from the low baseline in 2020. The concern now will be the magnitude of inflation.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9001357429","repostId":"1162646587","repostType":4,"isVote":1,"tweetType":1,"viewCount":1303,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9094455852,"gmtCreate":1645227897605,"gmtModify":1676534010097,"author":{"id":"4100859883182300","authorId":"4100859883182300","name":"CY Tan","avatar":"https://community-static.tradeup.com/news/b90d9b6ee1c08462aecf7e7fc71fd921","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100859883182300","authorIdStr":"4100859883182300"},"themes":[],"htmlText":"Hope to see Grab's share price to go up after Temasek increase their investment on Grab.","listText":"Hope to see Grab's share price to go up after Temasek increase their investment on Grab.","text":"Hope to see Grab's share price to go up after Temasek increase their investment on Grab.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9094455852","repostId":"1165855332","repostType":4,"repost":{"id":"1165855332","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":1645177084,"share":"https://ttm.financial/m/news/1165855332?lang=en_US&edition=fundamental","pubTime":"2022-02-18 17:38","market":"us","language":"en","title":"Grab Shares Rose 3.1% in Premarket Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1165855332","media":"Tiger Newspress","summary":"Grab shares rose 3.1% in premarket trading.Nasdaq-listed Grab Holdings has been making all the right","content":"<html><head></head><body><p>Grab shares rose 3.1% in premarket trading.<img src=\"https://static.tigerbbs.com/a52212625e8c7d4d4c2832846b9533be\" tg-width=\"709\" tg-height=\"591\" referrerpolicy=\"no-referrer\"/>Nasdaq-listed Grab Holdings has been making all the right moves and the latest being the technology company’s inclusion in the MSCI ACWI Index.</p><p>The MSCI ACWI Index, MSCI’s flagship global equity index, is designed to represent performance of the full opportunity set of large- and mid-cap stocks across 23 developed and 25 emerging markets, its website said. The listing is a good footing for the company, according to an 18 January report by Citi Research.</p><p>And now that Singapore’s state-owned investment firm Temasek has increased its stake in Grab, it is clearly another vote of confidence. These could be, perhaps, the reasons for the company’s “good footing” and recommendations by analysts to buy its shares. In a CNN poll, among 12 investment analysts, 11 recommend buy with 1 outperform.</p><p>Abhilash Pagaria, head alternative research at Mumbai-based Edelweiss Securities estimates that if a stock gets added to MSCI global index, it could easily fetch a windfall of up to $500m via passive fund management.</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>Grab Shares Rose 3.1% in Premarket 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\">\nGrab Shares Rose 3.1% in Premarket 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\">2022-02-18 17:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Grab shares rose 3.1% in premarket trading.<img src=\"https://static.tigerbbs.com/a52212625e8c7d4d4c2832846b9533be\" tg-width=\"709\" tg-height=\"591\" referrerpolicy=\"no-referrer\"/>Nasdaq-listed Grab Holdings has been making all the right moves and the latest being the technology company’s inclusion in the MSCI ACWI Index.</p><p>The MSCI ACWI Index, MSCI’s flagship global equity index, is designed to represent performance of the full opportunity set of large- and mid-cap stocks across 23 developed and 25 emerging markets, its website said. The listing is a good footing for the company, according to an 18 January report by Citi Research.</p><p>And now that Singapore’s state-owned investment firm Temasek has increased its stake in Grab, it is clearly another vote of confidence. These could be, perhaps, the reasons for the company’s “good footing” and recommendations by analysts to buy its shares. In a CNN poll, among 12 investment analysts, 11 recommend buy with 1 outperform.</p><p>Abhilash Pagaria, head alternative research at Mumbai-based Edelweiss Securities estimates that if a stock gets added to MSCI global index, it could easily fetch a windfall of up to $500m via passive fund management.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GRAB":"Grab Holdings"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165855332","content_text":"Grab shares rose 3.1% in premarket trading.Nasdaq-listed Grab Holdings has been making all the right moves and the latest being the technology company’s inclusion in the MSCI ACWI Index.The MSCI ACWI Index, MSCI’s flagship global equity index, is designed to represent performance of the full opportunity set of large- and mid-cap stocks across 23 developed and 25 emerging markets, its website said. The listing is a good footing for the company, according to an 18 January report by Citi Research.And now that Singapore’s state-owned investment firm Temasek has increased its stake in Grab, it is clearly another vote of confidence. These could be, perhaps, the reasons for the company’s “good footing” and recommendations by analysts to buy its shares. In a CNN poll, among 12 investment analysts, 11 recommend buy with 1 outperform.Abhilash Pagaria, head alternative research at Mumbai-based Edelweiss Securities estimates that if a stock gets added to MSCI global index, it could easily fetch a windfall of up to $500m via passive fund management.","news_type":1,"symbols_score_info":{"GRAB":0.9}},"isVote":1,"tweetType":1,"viewCount":4780,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9007190513,"gmtCreate":1642802494037,"gmtModify":1676533746955,"author":{"id":"4100859883182300","authorId":"4100859883182300","name":"CY Tan","avatar":"https://community-static.tradeup.com/news/b90d9b6ee1c08462aecf7e7fc71fd921","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100859883182300","authorIdStr":"4100859883182300"},"themes":[],"htmlText":"Big sell off for Nasdaq...","listText":"Big sell off for Nasdaq...","text":"Big sell off for Nasdaq...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9007190513","repostId":"1194174623","repostType":4,"repost":{"id":"1194174623","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":1642778869,"share":"https://ttm.financial/m/news/1194174623?lang=en_US&edition=fundamental","pubTime":"2022-01-21 23:27","market":"us","language":"en","title":"U.S. Stocks Continued to Decline, and Big Tech Stocks Slid","url":"https://stock-news.laohu8.com/highlight/detail?id=1194174623","media":"Tiger Newspress","summary":"U.S. stocks continued to decline in morning trading Friday.Nasdaq and S&P 500 both fell more than 1%","content":"<html><head></head><body><p>U.S. stocks continued to decline in morning trading Friday.Nasdaq and S&amp;P 500 both fell more than 1%, and big tech stocks slid.</p><p><img src=\"https://static.tigerbbs.com/a059ed8abc30eb3cb0d58887839bba65\" tg-width=\"421\" tg-height=\"483\" referrerpolicy=\"no-referrer\"/></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>U.S. Stocks Continued to Decline, and Big Tech Stocks Slid</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. Stocks Continued to Decline, and Big Tech Stocks Slid\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\">2022-01-21 23:27</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. stocks continued to decline in morning trading Friday.Nasdaq and S&amp;P 500 both fell more than 1%, and big tech stocks slid.</p><p><img src=\"https://static.tigerbbs.com/a059ed8abc30eb3cb0d58887839bba65\" tg-width=\"421\" tg-height=\"483\" referrerpolicy=\"no-referrer\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f25970ebf4293eec7586423288711d3f","relate_stocks":{"FB":"ProShares S&P 500 Dynamic Buffer ETF","NVDA":"英伟达","AAPL":"苹果","TSLA":"特斯拉","AMZN":"亚马逊",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯","NFLX":"奈飞","MSFT":"微软"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194174623","content_text":"U.S. stocks continued to decline in morning trading Friday.Nasdaq and S&P 500 both fell more than 1%, and big tech stocks slid.","news_type":1,"symbols_score_info":{"TSLA":0.9,"MSFT":0.9,"AAPL":0.9,"NVDA":0.9,".IXIC":0.9,"FB":0.9,"NFLX":0.9,".SPX":0.9,".DJI":0.9,"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":1724,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9092458695,"gmtCreate":1644717610759,"gmtModify":1676533955438,"author":{"id":"4100859883182300","authorId":"4100859883182300","name":"CY Tan","avatar":"https://community-static.tradeup.com/news/b90d9b6ee1c08462aecf7e7fc71fd921","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100859883182300","authorIdStr":"4100859883182300"},"themes":[],"htmlText":"Good advice! Thanks.","listText":"Good advice! Thanks.","text":"Good advice! Thanks.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9092458695","repostId":"1106670391","repostType":4,"repost":{"id":"1106670391","kind":"news","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":1644624282,"share":"https://ttm.financial/m/news/1106670391?lang=en_US&edition=fundamental","pubTime":"2022-02-12 08:04","market":"us","language":"en","title":"Inflation Fears Are Overblown — Five Reasons Why You Need to Buy the Dip in Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1106670391","media":"Dow Jones","summary":"We’re not getting a 1970s-style inflation spike. Inflation is likely to ease this year, reducing dow","content":"<html><head></head><body><p>We’re not getting a 1970s-style inflation spike. Inflation is likely to ease this year, reducing downward pressure on stocks.</p><p>Inflation and the Federal Reserve’s potential reaction to it have the stock market all shook up.</p><p>But like early concerns that Elvis Presley and rock ‘n’ roll would ruin the country, these are just false fears. So stocks are a buy every time the market hits replay on this song.</p><p>Thursday’s decline in the stock market won’t be the last. Inflation, which the government reported came in at a searing 7.5% for January, will print high for a month or two. But inflation will show signs of calming down this summer and throughout the second half of the year.</p><p>This will ease fears of a 1970s-style wage-price spiral that would have the Fed doing a Paul Volcker 2.0 hatchet job on growth. To fight inflation, Fed chair Volcker hiked rates so much in the late 1970s and early 1980s that he slammed the economy into a painful recession.</p><p>That’s not going to happen this time around, for the reasons below. Growth will continue to be OK because of embedded forms of stimulus, including: Low inventories that have to be rebuilt; strong consumer and corporate balance sheets; and low consumer confidence, which has plenty of room to improve as the Covid decline becomes more evident.</p><p>“If we see inflation coming down on its own, that would bring great joy and cheer to the markets,” says Ed Yardeni, of Yardeni Research. “That would mean the Fed doesn’t have to catch up in an abrupt fashion.”</p><p>That’s Yardeni’s take, and I think he’s right for the following five reasons.</p><p><b>Reason #1: Supply-chain issues are a fixable problem</b></p><p>Covid really screwed up supply chains, as lockdowns and worker illnesses got in the way. This created shortages, which drove up prices. But with Omicron shifting Covid into an endemic phase, supply chains are getting fixed. The related pricing pressure will ease.</p><p>For example, one of the big drivers of inflation is the rise in auto prices, thanks to chip shortages limiting production. But Japan’s auto production rose in November and December, according to Haver Analytics. If Japanese companies can find chips, then others will too. Improved production will bring down soaring used and new car prices, predicts Yardeni.</p><p>We see signs that supply chains are already being repaired, as there’s been a decline in unfilled orders.</p><p><img src=\"https://static.tigerbbs.com/4e51449d6cce7e9d5b36dd315c584c3e\" tg-width=\"700\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/><b>Reason #2: Demand shock is waning</b></p><p>Besides Covid, a demand shock crippled supply chains. When governments and central banks throw tons of money into the economy, guess what? People spend it freely. That drives up prices.</p><p>Now, though, the free money is dwindling. Generous unemployment benefits have ended. President Joe Biden’s failure to get Build Back Better passed signaled the end of trillion-dollar Covid-era spending plans.</p><p>“We won’t get any more fiscal stimulus, so demand will simmer down,” says Yardeni.</p><p>The Fed will soon start trimming its balance sheet. This will ease demand pressures, too.</p><p>In the chart below, we see that the contraction in the federal deficit relative to GDP can foreshadow a decline in inflation. The chart comes from James Paulsen, an economist and chief market strategist at the independent research firm Leuthold. Note that the red line representing the deficit-to-GDP ratio is pushed forward by a year, because of the lag in the impact this has on inflation.</p><p><img src=\"https://static.tigerbbs.com/cd40a40305fc108274d45b309ea26cc2\" tg-width=\"700\" tg-height=\"650\" referrerpolicy=\"no-referrer\"/><b>Reason #3: Productivity is coming to the rescue</b></p><p>Thanks to labor shortages, companies have really increased their spending on technology and machines (capital spending) to boost productivity. Defined as output per worker, productivity goes up when the technology-to-labor ratio increases in the workplace.</p><p>You can see this in the big increase in durable goods orders, but companies are telling us the same thing. Blackstone Chief Operating Officer Jonathan Gray says companies owned by his firm are spending 15%-20% more on technology.</p><p>As companies get more output from the same labor cost, they feel less pressure to pass their own cost increases on to customers. That is happening now. We know this because profit margins are holding up despite labor cost increases.</p><p>The chart below also confirms that productivity, while volatile, is consistently higher since the start of the pandemic. In contrast, during the 1970s wage-price spiral, productivity growth had collapsed — one reason the Fed had to play rough.</p><p><img src=\"https://static.tigerbbs.com/2ce23778e814d63f264f9e6f53cf745b\" tg-width=\"700\" tg-height=\"273\" referrerpolicy=\"no-referrer\"/><b>Reason #4: Money supply growth is slowing</b></p><p>This is a pretty good predictor of inflation, says Paulsen. This makes sense, because when people get more money (more is injected into the economy), they tend to spend more, driving up prices. Currently, money supply growth is contracting, so inflation will too.</p><p>In the chart below, the red line representing money supply is pushed forward by one year. That’s because the change in money supply growth affects inflation with about a one-year lag.</p><p><img src=\"https://static.tigerbbs.com/ef272027f91767596c4c34fd565732d2\" tg-width=\"700\" tg-height=\"644\" referrerpolicy=\"no-referrer\"/><b>Reason #5: The dollar is strong</b></p><p>A strong dollar reduces foreign demand for U.S. products. This cools off inflation in the U.S. That is happening now. This chart shows the tight relationship between the dollar and U.S. prices. The red line representing the dollar is on an inverted scale, which means it declines as the dollar strengthens. The blue line is prices.</p><p><img src=\"https://static.tigerbbs.com/ed3f851dbd24fb4a09ea1507dde92ab9\" tg-width=\"700\" tg-height=\"702\" referrerpolicy=\"no-referrer\"/><b>It’s a good time to buy stocks</b></p><p>All of this tells us that you need to buy whenever your fellow investors freak out and sell stocks because of fresh worries about inflation forcing the Fed to play tough. That’s not going to happen because inflation will subside.</p><p>The inflation and Fed panic this week won’t be the last, since signs of inflation’s decline probably won’t appear until April or May. Plus, the Fed still has to start hiking rates and trimming its balance sheet. These moves could cause tremors, too.</p><p>Yardeni thinks the S&amp;P 500 will be up 7% by year-end, with plenty of buyable dips at least through midyear. He projects 15% gains in the S&amp;P 500 by mid-2023.</p><p>“We would use the cash to buy stocks on dips,” he says.</p><p>Companies have so much cash ($3.7 trillion, excluding holdings of equities and mutual funds), they may be right there with you, buying the pullbacks. Or buying other companies in the weakness, as we saw in January. Purchases of companies in tech in January were the second-highest on record.</p><p>The “Fed put” may be kaput, but the “CFO put” may replace it, says Yardeni. He favors energy, financials and beaten-down tech.</p><p>If, like me, you favor stocks that insiders are buying, here are three to consider in these sectors.</p><p><b>Continental Resources</b></p><p>I was singling out Continental Resources as a “must own” name in the $7.50 to $15 range in 2020 in my stock letter, Brush Up on Stocks (link in bio below). It now trades for $55, but I still like it. One reason is that founder Harold Hamm continues to be a big buyer of the shares, most recently in the upper $40 range. Another reason is that Hamm was an early buyer of natural gas resources in the U.S. so he got some of the best fields, and he got them cheap. Like Hamm, who is a big owner, investors today still reap the rewards from this.</p><p><b>Western Alliance Bancorp</b></p><p>Bank stocks have been strong. But Western Alliance Bancorp still looks attractive because CEO Kenneth Vecchione and CFO Dale Gibbons just bought over $1 million worth of stock up to $100 per share. Vecchione has a good record for timing purchases. Western Alliance is a Phoenix-based bank that beefed up its mortgage business with the acquisition of AmeriHome Mortgage Co. in April. Banks do well when the economy expands, because loan growth picks up and loan quality improves. Both of these trends played out at Western Alliance in the third quarter.</p><p><b>Microsoft</b></p><p>Like most tech companies, Microsoft got hit hard in January, falling around 20% to the low $280 range. In the selloff, director Emma Walmsley bought over $1 million worth of stock at $296 to $311.50. You can currently get the stock for the same prices or better. Under CEO Satya Nadella, Microsoft has hit its stride as a digital-transformation play with its Azure offering. The trend will continue to support solid growth, such as the 20% sales increase in the fourth quarter, which drove diluted earnings per share up 22%.</p><p><b>One big challenge remaining?</b></p><p>One problem for stocks right now is that inflation tends to weigh on valuation multiples. But this may have already played out. It sure looks like it, in the chart below. Should inflation begin to ease, so will these valuation contractions.</p><p><img src=\"https://static.tigerbbs.com/146b6b6f5e901b1b7fe120db83cfc07f\" tg-width=\"700\" tg-height=\"425\" referrerpolicy=\"no-referrer\"/></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>Inflation Fears Are Overblown — Five Reasons Why You Need to Buy the Dip in 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\">\nInflation Fears Are Overblown — Five Reasons Why You Need to Buy the Dip in Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-02-12 08:04</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>We’re not getting a 1970s-style inflation spike. Inflation is likely to ease this year, reducing downward pressure on stocks.</p><p>Inflation and the Federal Reserve’s potential reaction to it have the stock market all shook up.</p><p>But like early concerns that Elvis Presley and rock ‘n’ roll would ruin the country, these are just false fears. So stocks are a buy every time the market hits replay on this song.</p><p>Thursday’s decline in the stock market won’t be the last. Inflation, which the government reported came in at a searing 7.5% for January, will print high for a month or two. But inflation will show signs of calming down this summer and throughout the second half of the year.</p><p>This will ease fears of a 1970s-style wage-price spiral that would have the Fed doing a Paul Volcker 2.0 hatchet job on growth. To fight inflation, Fed chair Volcker hiked rates so much in the late 1970s and early 1980s that he slammed the economy into a painful recession.</p><p>That’s not going to happen this time around, for the reasons below. Growth will continue to be OK because of embedded forms of stimulus, including: Low inventories that have to be rebuilt; strong consumer and corporate balance sheets; and low consumer confidence, which has plenty of room to improve as the Covid decline becomes more evident.</p><p>“If we see inflation coming down on its own, that would bring great joy and cheer to the markets,” says Ed Yardeni, of Yardeni Research. “That would mean the Fed doesn’t have to catch up in an abrupt fashion.”</p><p>That’s Yardeni’s take, and I think he’s right for the following five reasons.</p><p><b>Reason #1: Supply-chain issues are a fixable problem</b></p><p>Covid really screwed up supply chains, as lockdowns and worker illnesses got in the way. This created shortages, which drove up prices. But with Omicron shifting Covid into an endemic phase, supply chains are getting fixed. The related pricing pressure will ease.</p><p>For example, one of the big drivers of inflation is the rise in auto prices, thanks to chip shortages limiting production. But Japan’s auto production rose in November and December, according to Haver Analytics. If Japanese companies can find chips, then others will too. Improved production will bring down soaring used and new car prices, predicts Yardeni.</p><p>We see signs that supply chains are already being repaired, as there’s been a decline in unfilled orders.</p><p><img src=\"https://static.tigerbbs.com/4e51449d6cce7e9d5b36dd315c584c3e\" tg-width=\"700\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/><b>Reason #2: Demand shock is waning</b></p><p>Besides Covid, a demand shock crippled supply chains. When governments and central banks throw tons of money into the economy, guess what? People spend it freely. That drives up prices.</p><p>Now, though, the free money is dwindling. Generous unemployment benefits have ended. President Joe Biden’s failure to get Build Back Better passed signaled the end of trillion-dollar Covid-era spending plans.</p><p>“We won’t get any more fiscal stimulus, so demand will simmer down,” says Yardeni.</p><p>The Fed will soon start trimming its balance sheet. This will ease demand pressures, too.</p><p>In the chart below, we see that the contraction in the federal deficit relative to GDP can foreshadow a decline in inflation. The chart comes from James Paulsen, an economist and chief market strategist at the independent research firm Leuthold. Note that the red line representing the deficit-to-GDP ratio is pushed forward by a year, because of the lag in the impact this has on inflation.</p><p><img src=\"https://static.tigerbbs.com/cd40a40305fc108274d45b309ea26cc2\" tg-width=\"700\" tg-height=\"650\" referrerpolicy=\"no-referrer\"/><b>Reason #3: Productivity is coming to the rescue</b></p><p>Thanks to labor shortages, companies have really increased their spending on technology and machines (capital spending) to boost productivity. Defined as output per worker, productivity goes up when the technology-to-labor ratio increases in the workplace.</p><p>You can see this in the big increase in durable goods orders, but companies are telling us the same thing. Blackstone Chief Operating Officer Jonathan Gray says companies owned by his firm are spending 15%-20% more on technology.</p><p>As companies get more output from the same labor cost, they feel less pressure to pass their own cost increases on to customers. That is happening now. We know this because profit margins are holding up despite labor cost increases.</p><p>The chart below also confirms that productivity, while volatile, is consistently higher since the start of the pandemic. In contrast, during the 1970s wage-price spiral, productivity growth had collapsed — one reason the Fed had to play rough.</p><p><img src=\"https://static.tigerbbs.com/2ce23778e814d63f264f9e6f53cf745b\" tg-width=\"700\" tg-height=\"273\" referrerpolicy=\"no-referrer\"/><b>Reason #4: Money supply growth is slowing</b></p><p>This is a pretty good predictor of inflation, says Paulsen. This makes sense, because when people get more money (more is injected into the economy), they tend to spend more, driving up prices. Currently, money supply growth is contracting, so inflation will too.</p><p>In the chart below, the red line representing money supply is pushed forward by one year. That’s because the change in money supply growth affects inflation with about a one-year lag.</p><p><img src=\"https://static.tigerbbs.com/ef272027f91767596c4c34fd565732d2\" tg-width=\"700\" tg-height=\"644\" referrerpolicy=\"no-referrer\"/><b>Reason #5: The dollar is strong</b></p><p>A strong dollar reduces foreign demand for U.S. products. This cools off inflation in the U.S. That is happening now. This chart shows the tight relationship between the dollar and U.S. prices. The red line representing the dollar is on an inverted scale, which means it declines as the dollar strengthens. The blue line is prices.</p><p><img src=\"https://static.tigerbbs.com/ed3f851dbd24fb4a09ea1507dde92ab9\" tg-width=\"700\" tg-height=\"702\" referrerpolicy=\"no-referrer\"/><b>It’s a good time to buy stocks</b></p><p>All of this tells us that you need to buy whenever your fellow investors freak out and sell stocks because of fresh worries about inflation forcing the Fed to play tough. That’s not going to happen because inflation will subside.</p><p>The inflation and Fed panic this week won’t be the last, since signs of inflation’s decline probably won’t appear until April or May. Plus, the Fed still has to start hiking rates and trimming its balance sheet. These moves could cause tremors, too.</p><p>Yardeni thinks the S&amp;P 500 will be up 7% by year-end, with plenty of buyable dips at least through midyear. He projects 15% gains in the S&amp;P 500 by mid-2023.</p><p>“We would use the cash to buy stocks on dips,” he says.</p><p>Companies have so much cash ($3.7 trillion, excluding holdings of equities and mutual funds), they may be right there with you, buying the pullbacks. Or buying other companies in the weakness, as we saw in January. Purchases of companies in tech in January were the second-highest on record.</p><p>The “Fed put” may be kaput, but the “CFO put” may replace it, says Yardeni. He favors energy, financials and beaten-down tech.</p><p>If, like me, you favor stocks that insiders are buying, here are three to consider in these sectors.</p><p><b>Continental Resources</b></p><p>I was singling out Continental Resources as a “must own” name in the $7.50 to $15 range in 2020 in my stock letter, Brush Up on Stocks (link in bio below). It now trades for $55, but I still like it. One reason is that founder Harold Hamm continues to be a big buyer of the shares, most recently in the upper $40 range. Another reason is that Hamm was an early buyer of natural gas resources in the U.S. so he got some of the best fields, and he got them cheap. Like Hamm, who is a big owner, investors today still reap the rewards from this.</p><p><b>Western Alliance Bancorp</b></p><p>Bank stocks have been strong. But Western Alliance Bancorp still looks attractive because CEO Kenneth Vecchione and CFO Dale Gibbons just bought over $1 million worth of stock up to $100 per share. Vecchione has a good record for timing purchases. Western Alliance is a Phoenix-based bank that beefed up its mortgage business with the acquisition of AmeriHome Mortgage Co. in April. Banks do well when the economy expands, because loan growth picks up and loan quality improves. Both of these trends played out at Western Alliance in the third quarter.</p><p><b>Microsoft</b></p><p>Like most tech companies, Microsoft got hit hard in January, falling around 20% to the low $280 range. In the selloff, director Emma Walmsley bought over $1 million worth of stock at $296 to $311.50. You can currently get the stock for the same prices or better. Under CEO Satya Nadella, Microsoft has hit its stride as a digital-transformation play with its Azure offering. The trend will continue to support solid growth, such as the 20% sales increase in the fourth quarter, which drove diluted earnings per share up 22%.</p><p><b>One big challenge remaining?</b></p><p>One problem for stocks right now is that inflation tends to weigh on valuation multiples. But this may have already played out. It sure looks like it, in the chart below. Should inflation begin to ease, so will these valuation contractions.</p><p><img src=\"https://static.tigerbbs.com/146b6b6f5e901b1b7fe120db83cfc07f\" tg-width=\"700\" tg-height=\"425\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软","CLR":"大陆能源","WAL":"阿莱恩斯西部银行"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106670391","content_text":"We’re not getting a 1970s-style inflation spike. Inflation is likely to ease this year, reducing downward pressure on stocks.Inflation and the Federal Reserve’s potential reaction to it have the stock market all shook up.But like early concerns that Elvis Presley and rock ‘n’ roll would ruin the country, these are just false fears. So stocks are a buy every time the market hits replay on this song.Thursday’s decline in the stock market won’t be the last. Inflation, which the government reported came in at a searing 7.5% for January, will print high for a month or two. But inflation will show signs of calming down this summer and throughout the second half of the year.This will ease fears of a 1970s-style wage-price spiral that would have the Fed doing a Paul Volcker 2.0 hatchet job on growth. To fight inflation, Fed chair Volcker hiked rates so much in the late 1970s and early 1980s that he slammed the economy into a painful recession.That’s not going to happen this time around, for the reasons below. Growth will continue to be OK because of embedded forms of stimulus, including: Low inventories that have to be rebuilt; strong consumer and corporate balance sheets; and low consumer confidence, which has plenty of room to improve as the Covid decline becomes more evident.“If we see inflation coming down on its own, that would bring great joy and cheer to the markets,” says Ed Yardeni, of Yardeni Research. “That would mean the Fed doesn’t have to catch up in an abrupt fashion.”That’s Yardeni’s take, and I think he’s right for the following five reasons.Reason #1: Supply-chain issues are a fixable problemCovid really screwed up supply chains, as lockdowns and worker illnesses got in the way. This created shortages, which drove up prices. But with Omicron shifting Covid into an endemic phase, supply chains are getting fixed. The related pricing pressure will ease.For example, one of the big drivers of inflation is the rise in auto prices, thanks to chip shortages limiting production. But Japan’s auto production rose in November and December, according to Haver Analytics. If Japanese companies can find chips, then others will too. Improved production will bring down soaring used and new car prices, predicts Yardeni.We see signs that supply chains are already being repaired, as there’s been a decline in unfilled orders.Reason #2: Demand shock is waningBesides Covid, a demand shock crippled supply chains. When governments and central banks throw tons of money into the economy, guess what? People spend it freely. That drives up prices.Now, though, the free money is dwindling. Generous unemployment benefits have ended. President Joe Biden’s failure to get Build Back Better passed signaled the end of trillion-dollar Covid-era spending plans.“We won’t get any more fiscal stimulus, so demand will simmer down,” says Yardeni.The Fed will soon start trimming its balance sheet. This will ease demand pressures, too.In the chart below, we see that the contraction in the federal deficit relative to GDP can foreshadow a decline in inflation. The chart comes from James Paulsen, an economist and chief market strategist at the independent research firm Leuthold. Note that the red line representing the deficit-to-GDP ratio is pushed forward by a year, because of the lag in the impact this has on inflation.Reason #3: Productivity is coming to the rescueThanks to labor shortages, companies have really increased their spending on technology and machines (capital spending) to boost productivity. Defined as output per worker, productivity goes up when the technology-to-labor ratio increases in the workplace.You can see this in the big increase in durable goods orders, but companies are telling us the same thing. Blackstone Chief Operating Officer Jonathan Gray says companies owned by his firm are spending 15%-20% more on technology.As companies get more output from the same labor cost, they feel less pressure to pass their own cost increases on to customers. That is happening now. We know this because profit margins are holding up despite labor cost increases.The chart below also confirms that productivity, while volatile, is consistently higher since the start of the pandemic. In contrast, during the 1970s wage-price spiral, productivity growth had collapsed — one reason the Fed had to play rough.Reason #4: Money supply growth is slowingThis is a pretty good predictor of inflation, says Paulsen. This makes sense, because when people get more money (more is injected into the economy), they tend to spend more, driving up prices. Currently, money supply growth is contracting, so inflation will too.In the chart below, the red line representing money supply is pushed forward by one year. That’s because the change in money supply growth affects inflation with about a one-year lag.Reason #5: The dollar is strongA strong dollar reduces foreign demand for U.S. products. This cools off inflation in the U.S. That is happening now. This chart shows the tight relationship between the dollar and U.S. prices. The red line representing the dollar is on an inverted scale, which means it declines as the dollar strengthens. The blue line is prices.It’s a good time to buy stocksAll of this tells us that you need to buy whenever your fellow investors freak out and sell stocks because of fresh worries about inflation forcing the Fed to play tough. That’s not going to happen because inflation will subside.The inflation and Fed panic this week won’t be the last, since signs of inflation’s decline probably won’t appear until April or May. Plus, the Fed still has to start hiking rates and trimming its balance sheet. These moves could cause tremors, too.Yardeni thinks the S&P 500 will be up 7% by year-end, with plenty of buyable dips at least through midyear. He projects 15% gains in the S&P 500 by mid-2023.“We would use the cash to buy stocks on dips,” he says.Companies have so much cash ($3.7 trillion, excluding holdings of equities and mutual funds), they may be right there with you, buying the pullbacks. Or buying other companies in the weakness, as we saw in January. Purchases of companies in tech in January were the second-highest on record.The “Fed put” may be kaput, but the “CFO put” may replace it, says Yardeni. He favors energy, financials and beaten-down tech.If, like me, you favor stocks that insiders are buying, here are three to consider in these sectors.Continental ResourcesI was singling out Continental Resources as a “must own” name in the $7.50 to $15 range in 2020 in my stock letter, Brush Up on Stocks (link in bio below). It now trades for $55, but I still like it. One reason is that founder Harold Hamm continues to be a big buyer of the shares, most recently in the upper $40 range. Another reason is that Hamm was an early buyer of natural gas resources in the U.S. so he got some of the best fields, and he got them cheap. Like Hamm, who is a big owner, investors today still reap the rewards from this.Western Alliance BancorpBank stocks have been strong. But Western Alliance Bancorp still looks attractive because CEO Kenneth Vecchione and CFO Dale Gibbons just bought over $1 million worth of stock up to $100 per share. Vecchione has a good record for timing purchases. Western Alliance is a Phoenix-based bank that beefed up its mortgage business with the acquisition of AmeriHome Mortgage Co. in April. Banks do well when the economy expands, because loan growth picks up and loan quality improves. Both of these trends played out at Western Alliance in the third quarter.MicrosoftLike most tech companies, Microsoft got hit hard in January, falling around 20% to the low $280 range. In the selloff, director Emma Walmsley bought over $1 million worth of stock at $296 to $311.50. You can currently get the stock for the same prices or better. Under CEO Satya Nadella, Microsoft has hit its stride as a digital-transformation play with its Azure offering. The trend will continue to support solid growth, such as the 20% sales increase in the fourth quarter, which drove diluted earnings per share up 22%.One big challenge remaining?One problem for stocks right now is that inflation tends to weigh on valuation multiples. But this may have already played out. It sure looks like it, in the chart below. Should inflation begin to ease, so will these valuation contractions.","news_type":1,"symbols_score_info":{"WAL":0.9,"MSFT":0.9,"CLR":0.9}},"isVote":1,"tweetType":1,"viewCount":2078,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9001156799,"gmtCreate":1641199699640,"gmtModify":1676533582008,"author":{"id":"4100859883182300","authorId":"4100859883182300","name":"CY Tan","avatar":"https://community-static.tradeup.com/news/b90d9b6ee1c08462aecf7e7fc71fd921","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100859883182300","authorIdStr":"4100859883182300"},"themes":[],"htmlText":"Will research on the 3 companies.","listText":"Will research on the 3 companies.","text":"Will research on the 3 companies.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9001156799","repostId":"2200470447","repostType":4,"isVote":1,"tweetType":1,"viewCount":674,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}