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A H Lim

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2022-07-10

selamat hari raya

Reminder: SGX Market Will be Closed on July 11 for Hari Raya Haji

2022-08-02

thanks for the analysis

Alibaba: Be Greedy When Others Are Fearful

2022-07-18

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2022-07-19

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2022-07-13

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Dow Sinks 300 Points on the Back of June’s Hot Inflation Report

2022-07-11

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2022-08-03

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2022-07-23

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What Is Going on With Alphabet Stock Friday?

2022-07-18

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2022-07-11

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This Analyst Explains Why.","htmlText":"<a href=\"https://laohu8.com/S/AMZN\">$Amazon.com(AMZN)$</a> is a must-have stock for investors following the company’s second-quarter earnings beat, according to R5 Capital research analyst Scott Mushkin.“Amazon, in our opinion, once again proved how unique its business model is and why investors need to own the equity,” Mushkin wrote in a research note.The company’s competitive advantage lies in its distribution and logistics network, which is “not replicable,” Mushkin wrote. Customers are becoming increasingly reliant on Amazon’s same-day or next-day delivery services, making a Prime membership a “must-have, not a want-to-have,” he added. 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I strongly believe that the market has priced in too much negativity and pessimism as compared to reality and investors are well advised to follow one of Buffett&#39;s key maxims:</p><blockquote>Be greedy when others are fearful.</blockquote><p>Alibaba has grown at a 5-year CAGR of more than 42%, but the company&#39;s stock is trading at a PE of about x17. This indicates a clear undervaluation.</p><p>Of course, I understand that investors are worried about a potential ADR delisting, slowing economy and crackdown on internet/tech companies. However, just like a bull market tops on the most bullish conditions, a bear market bottoms on the most bearish conditions. While investors should study and understand the risks, I personally believe that Alibaba stock will rebound strongly from current price levels of below $100/share.</p><p>Personally, I see more than 50% upside for BABA stock, as I calculate the company&#39;s fair value with a residual earnings model anchored on fundamentals and analyst consensus estimates. My target price is $133.92.</p><p><b>A Best-In-Class Company</b></p><p>Alibaba is one of the biggest e-commerce companies in the world. The company operates three main shopping sites Taobao, Tmall and Alibaba.com, which cumulatively serve some 828 million monthly active buyers (fiscal year ending March 31, 2021).</p><p>Alibaba also has stakes in multiple innovative internet/technology businesses such as Youku (video entertainment), Pony.Ai (Autonomous Driving) and most notably Ant Group (The world&#39;s biggest financial service company). Alipay serves almost the entire population in China. The platform has 1.3 billion users and 80 million merchants. Notably, the total payment volume of Alipay was more than $19 trillion in 2021.</p><p>Moreover, Alibaba is a dominant force in China&#39;s cloud market with about37% market share. China&#39;s cloud market is expected to grow at a 4-year CAGR of more than 25%, reaching $85 billion in 2026. As the market leader in China, Alibaba is poised to benefit from this super-charged cloud-growth. Cloud is also a business vertical where the company should enjoy government tailwind, as the Chinese Communist Party is actively supporting digitalization efforts of the economy and has made cloud development a key-priority in the party&#39;s5-year development plan.</p><p><b>Bullish Financials</b></p><p>In the past financial year, the Alibaba Group generated total revenues of about $134.5 billion and recorded an operating income of about $15 billion. Most notably in the past five years, from March 2017 to March 2022, Alibaba has grown at an unbelievable 5-year CAGR of 42%. For reference, this is almost double the growth rate of Amazon, which grew at a 5-year CAGR of 22% CAGR over the same period. Alibaba closed the fiscal year 2021 with 9.8 billion of net-income available to common shareholders.</p><p>Alibaba&#39;sbalance sheet is very strong: As of March 2022, the company recorded $71.7 billion of cash and cash equivalents and only $27.85 of total financial debt. This makes Alibaba a net-creditor of about $43 billion -- which is 17% of the company&#39;s market capitalization. Moreover, Alibaba&#39;s business operations, despite the strong growth, are cash-accretive. In fiscal 2021, the company generated cash from operations of $22.5 billion. Under these circumstances it should come to no surprise that the company announced a $25 billion share-buyback program, more than 10% of the outstanding shares) in March 2022.</p><p>Alibaba will announce earnings for the quarter from April to end of June on August 4th before the market open. Analyst consensus expects total revenues of $30.21 billion and EPS of $1.56.</p><p><b>The Buying Opportunity</b></p><p>Despite the strong business fundamentals, Alibaba stock suffered a spectacular sell-off. BABA shares are down about 70% from ATH as the company was pressured by multiple headwinds: ADR delisting fears, as slowing economy , Covid-19 lockdowns and an aggressive regulatory crackdown that started with the cancellation of the Ant Group IPO in November 2020.</p><p><img src=\"https://static.tigerbbs.com/c01e6eab7204bcc90b5af9aa0d87ac85\" tg-width=\"640\" tg-height=\"232\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p>Alibaba is a quality company, and the stock&#39;s undervaluation is no secret to investors. The key-question is: is the worst behind, and can investors safely invest in Alibaba stock?</p><p>I strongly believe that a safe investment does not exist. In my opinion, every investment opportunity must be judged as a function of its price. And the lower the price, the less risky an investment becomes. Thus, investing is a question of risk/reward. Given Alibaba&#39;s extremely depressed valuation - now the company&#39;s stock is trading at a PE of about x17- I argue an investment is justified.</p><p>Moreover, there are signs that all of Alibaba&#39;s headwinds are easing and the negativity surrounding the stock has peaked. China has on multiple occasions tried to communicate to investors that the internet/technology crackdown is coming to an end and is actively supporting the healthy expansion of digital platform economies.</p><p>In addition, China has vowed to push more fiscal economic support- with a special focus on digitalization. While western economies are hawkish on fiscal and monetary stimulus - ending a decade long easing cycle, China is one of the few economies that appears to start a new stimulus cycle.</p><p>Analysts agree with the bullish thesis. In general, analysts are very bullish on Alibaba stock. Based on ratings of 44 analysts, 33 analysts give a Strong Buy rating, 8 are Buy rated and 3 assign a Hold recommendation. There is no Sell or Strong Sell rating. The average price target is $155.47/share, indicating more than 70% upside.</p><p><img src=\"https://static.tigerbbs.com/8fa3c940aeeed4780c87b1ca71bdb180\" tg-width=\"640\" tg-height=\"228\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p><b>Residual Earnings Valuation</b></p><p>Let us now look at the valuation. What could be a fair per-share value for Alibaba stock? To answer the question, I have constructed a Residual Earnings framework and anchor on the following assumptions:</p><ul><li>To forecast EPS, I anchor on consensus analyst forecast as available on the Bloomberg Terminal &#39;till 2025. In my opinion, any estimate beyond 2025 is too speculative to include in a valuation framework. But for 2-3 years, analyst consensus is usually quite precise.</li><li>To estimate the cost of capital, I use the WACC framework. I model a three-year regression against the Hang Seng to find the stock&#39;s beta. For the risk-free rate, I used the U.S. 10-year treasury yield as of July 22nd, 2022. My calculation indicates a fair WACC of about 9.8%. I adjust upward to 12% in order to reflect the company&#39;s idiosyncratic market risk.</li><li>To derive Baidu&#39;s tax rate, I extrapolate the 3-year average effective tax-rate from 2019, 2020 and 2021.</li><li>For the terminal growth rate, I apply expected nominal GDP growth plus one percentage point to reflect a favorable growth outlook for Alibaba&#39;s high-potential initiatives</li><li>I do not model any share buyback further supporting a conservative valuation.</li></ul><p>Based on the above assumptions, my calculation returns a base-case target price for Alibaba of $133.92/share, implying material upside of more than 50%.</p><p><img src=\"https://static.tigerbbs.com/b7cb860aca7fa48ef2afe7e265d3effa\" tg-width=\"640\" tg-height=\"229\" referrerpolicy=\"no-referrer\"/></p><p>Analyst Consensus EPS; Author&#39;s Calculation</p><p>I understand that investors might have different assumptions with regards to Alibaba&#39;s required return and terminal business growth. Thus, I also enclose a sensitivity table to test varying assumptions. For reference, red-cells imply an overvaluation as compared to the current market price, and green-cells imply an undervaluation. Notably, all tested combinations imply an undervaluation!</p><p><img src=\"https://static.tigerbbs.com/62ba3323a1f09e75477921298d84cbf8\" tg-width=\"640\" tg-height=\"154\" referrerpolicy=\"no-referrer\"/></p><p>Analyst Consensus EPS; Author&#39;s Calculation</p><p><b>Investment Risks</b></p><p>Investors should be aware of the following downside risks that might cause Alibaba stock to materially deviate from my base-case target price of $133.92/share:</p><p>First, the economy is currently pressured by multiple headwinds including inflation, real-estate crisis and COVID-19 lockdowns. If the economy would slow more than what is expected and priced in, investors should adjust expectations for Alibaba&#39;s short/mid-term business monetization accordingly.</p><p>Secondly, China&#39;s internet/tech companies are strongly exposed to regulatory risk. While the worst seems to be behind us, the elevated risk exposure persists -- and will arguably never completely fade.</p><p>Third, much of BABA&#39;s share price volatility is currently driven by investor sentiment towards Chinese ADRs and risk assets. Thus, BABA stock price might show strong price volatility even though the company&#39;s business fundamentals remain unchanged.</p><p><b>Conclusion</b></p><p>Alibaba stock is down 70% from ATH, but the company remains a global powerhouse with enormous long-term potential. Trading at a PE of below x17, despite growing like a start-up, I argue Alibaba&#39;s sell-off could offer long-term focused investors, that can stomach short term share-price volatility, a generational buying opportunity.</p><p>Personally, I see more than 50% upside for BABA stock, despite cautious and conservative valuation assumptions. Strong Buy.</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: Be Greedy When Others Are Fearful</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: Be Greedy When Others Are Fearful\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-02 23:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4528176-alibaba-be-greedy-when-others-fearful><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAlibaba has grown at a 5-year CAGR of more than 42%, but the company's stock is trading at a PE of about x17.The stock is down about 70% from ATH and now trades at very attractive risk/reward ...</p>\n\n<a href=\"https://seekingalpha.com/article/4528176-alibaba-be-greedy-when-others-fearful\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"https://seekingalpha.com/article/4528176-alibaba-be-greedy-when-others-fearful","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188690484","content_text":"SummaryAlibaba has grown at a 5-year CAGR of more than 42%, but the company's stock is trading at a PE of about x17.The stock is down about 70% from ATH and now trades at very attractive risk/reward levels.Personally, I see more than 50% upside for BABA stock, as I calculate the company's fair value with a residual earnings model.ThesisI am very bullish on Alibaba (NYSE:BABA) stock. I strongly believe that the market has priced in too much negativity and pessimism as compared to reality and investors are well advised to follow one of Buffett's key maxims:Be greedy when others are fearful.Alibaba has grown at a 5-year CAGR of more than 42%, but the company's stock is trading at a PE of about x17. This indicates a clear undervaluation.Of course, I understand that investors are worried about a potential ADR delisting, slowing economy and crackdown on internet/tech companies. However, just like a bull market tops on the most bullish conditions, a bear market bottoms on the most bearish conditions. While investors should study and understand the risks, I personally believe that Alibaba stock will rebound strongly from current price levels of below $100/share.Personally, I see more than 50% upside for BABA stock, as I calculate the company's fair value with a residual earnings model anchored on fundamentals and analyst consensus estimates. My target price is $133.92.A Best-In-Class CompanyAlibaba is one of the biggest e-commerce companies in the world. The company operates three main shopping sites Taobao, Tmall and Alibaba.com, which cumulatively serve some 828 million monthly active buyers (fiscal year ending March 31, 2021).Alibaba also has stakes in multiple innovative internet/technology businesses such as Youku (video entertainment), Pony.Ai (Autonomous Driving) and most notably Ant Group (The world's biggest financial service company). Alipay serves almost the entire population in China. The platform has 1.3 billion users and 80 million merchants. Notably, the total payment volume of Alipay was more than $19 trillion in 2021.Moreover, Alibaba is a dominant force in China's cloud market with about37% market share. China's cloud market is expected to grow at a 4-year CAGR of more than 25%, reaching $85 billion in 2026. As the market leader in China, Alibaba is poised to benefit from this super-charged cloud-growth. Cloud is also a business vertical where the company should enjoy government tailwind, as the Chinese Communist Party is actively supporting digitalization efforts of the economy and has made cloud development a key-priority in the party's5-year development plan.Bullish FinancialsIn the past financial year, the Alibaba Group generated total revenues of about $134.5 billion and recorded an operating income of about $15 billion. Most notably in the past five years, from March 2017 to March 2022, Alibaba has grown at an unbelievable 5-year CAGR of 42%. For reference, this is almost double the growth rate of Amazon, which grew at a 5-year CAGR of 22% CAGR over the same period. Alibaba closed the fiscal year 2021 with 9.8 billion of net-income available to common shareholders.Alibaba'sbalance sheet is very strong: As of March 2022, the company recorded $71.7 billion of cash and cash equivalents and only $27.85 of total financial debt. This makes Alibaba a net-creditor of about $43 billion -- which is 17% of the company's market capitalization. Moreover, Alibaba's business operations, despite the strong growth, are cash-accretive. In fiscal 2021, the company generated cash from operations of $22.5 billion. Under these circumstances it should come to no surprise that the company announced a $25 billion share-buyback program, more than 10% of the outstanding shares) in March 2022.Alibaba will announce earnings for the quarter from April to end of June on August 4th before the market open. Analyst consensus expects total revenues of $30.21 billion and EPS of $1.56.The Buying OpportunityDespite the strong business fundamentals, Alibaba stock suffered a spectacular sell-off. BABA shares are down about 70% from ATH as the company was pressured by multiple headwinds: ADR delisting fears, as slowing economy , Covid-19 lockdowns and an aggressive regulatory crackdown that started with the cancellation of the Ant Group IPO in November 2020.Seeking AlphaAlibaba is a quality company, and the stock's undervaluation is no secret to investors. The key-question is: is the worst behind, and can investors safely invest in Alibaba stock?I strongly believe that a safe investment does not exist. In my opinion, every investment opportunity must be judged as a function of its price. And the lower the price, the less risky an investment becomes. Thus, investing is a question of risk/reward. Given Alibaba's extremely depressed valuation - now the company's stock is trading at a PE of about x17- I argue an investment is justified.Moreover, there are signs that all of Alibaba's headwinds are easing and the negativity surrounding the stock has peaked. China has on multiple occasions tried to communicate to investors that the internet/technology crackdown is coming to an end and is actively supporting the healthy expansion of digital platform economies.In addition, China has vowed to push more fiscal economic support- with a special focus on digitalization. While western economies are hawkish on fiscal and monetary stimulus - ending a decade long easing cycle, China is one of the few economies that appears to start a new stimulus cycle.Analysts agree with the bullish thesis. In general, analysts are very bullish on Alibaba stock. Based on ratings of 44 analysts, 33 analysts give a Strong Buy rating, 8 are Buy rated and 3 assign a Hold recommendation. There is no Sell or Strong Sell rating. The average price target is $155.47/share, indicating more than 70% upside.Seeking AlphaResidual Earnings ValuationLet us now look at the valuation. What could be a fair per-share value for Alibaba stock? To answer the question, I have constructed a Residual Earnings framework and anchor on the following assumptions:To forecast EPS, I anchor on consensus analyst forecast as available on the Bloomberg Terminal 'till 2025. In my opinion, any estimate beyond 2025 is too speculative to include in a valuation framework. But for 2-3 years, analyst consensus is usually quite precise.To estimate the cost of capital, I use the WACC framework. I model a three-year regression against the Hang Seng to find the stock's beta. For the risk-free rate, I used the U.S. 10-year treasury yield as of July 22nd, 2022. My calculation indicates a fair WACC of about 9.8%. I adjust upward to 12% in order to reflect the company's idiosyncratic market risk.To derive Baidu's tax rate, I extrapolate the 3-year average effective tax-rate from 2019, 2020 and 2021.For the terminal growth rate, I apply expected nominal GDP growth plus one percentage point to reflect a favorable growth outlook for Alibaba's high-potential initiativesI do not model any share buyback further supporting a conservative valuation.Based on the above assumptions, my calculation returns a base-case target price for Alibaba of $133.92/share, implying material upside of more than 50%.Analyst Consensus EPS; Author's CalculationI understand that investors might have different assumptions with regards to Alibaba's required return and terminal business growth. Thus, I also enclose a sensitivity table to test varying assumptions. For reference, red-cells imply an overvaluation as compared to the current market price, and green-cells imply an undervaluation. Notably, all tested combinations imply an undervaluation!Analyst Consensus EPS; Author's CalculationInvestment RisksInvestors should be aware of the following downside risks that might cause Alibaba stock to materially deviate from my base-case target price of $133.92/share:First, the economy is currently pressured by multiple headwinds including inflation, real-estate crisis and COVID-19 lockdowns. If the economy would slow more than what is expected and priced in, investors should adjust expectations for Alibaba's short/mid-term business monetization accordingly.Secondly, China's internet/tech companies are strongly exposed to regulatory risk. While the worst seems to be behind us, the elevated risk exposure persists -- and will arguably never completely fade.Third, much of BABA's share price volatility is currently driven by investor sentiment towards Chinese ADRs and risk assets. Thus, BABA stock price might show strong price volatility even though the company's business fundamentals remain unchanged.ConclusionAlibaba stock is down 70% from ATH, but the company remains a global powerhouse with enormous long-term potential. Trading at a PE of below x17, despite growing like a start-up, I argue Alibaba's sell-off could offer long-term focused investors, that can stomach short term share-price volatility, a generational buying opportunity.Personally, I see more than 50% upside for BABA stock, despite cautious and conservative valuation assumptions. Strong Buy.","news_type":1,"symbols_score_info":{"BABA":0.9,"09988":0.9}},"isVote":1,"tweetType":1,"viewCount":3772,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9909868072,"gmtCreate":1658848165596,"gmtModify":1676536217050,"author":{"id":"4107069802859630","authorId":"4107069802859630","name":"A H Lim","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4107069802859630","authorIdStr":"4107069802859630"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9909868072","repostId":"9900712805","repostType":1,"repost":{"id":9900712805,"gmtCreate":1658767225399,"gmtModify":1676536204027,"author":{"id":"4102740637684170","authorId":"4102740637684170","name":"OptionsDelta","avatar":"https://static.tigerbbs.com/b5ab2017d32f95a165639de659b21cd1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102740637684170","authorIdStr":"4102740637684170"},"themes":[],"title":"Sell put is best idea for this week","htmlText":"This week's highlights: Wednesday: <a href=\"https://laohu8.com/S/MSFT\">$Microsoft(MSFT)$</a> <a href=\"https://laohu8.com/S/GOOG\">$Alphabet(GOOG)$</a> releases earnings Wednesday: FOMC meeting Thursday: <a href=\"https://laohu8.com/S/META\">$Meta Platforms, Inc.(META)$</a> releases earnings Thursday: Q2 GDP Friday: <a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a> <a href=\"https://laohu8.com/S/AMZN\">$Amazon.com(AMZN)$</a> releases earnings This week we have big earnings, FOMC and GDP. The last time we had such a big battle was at the end of April. : <a href=\"https://ttm.financial/TW/9060594021\" target=\"_blank\">GDP Is so Bad, When Will the Market Improve?</a> <a href=\"https://ttm.financial/TW/9066318855\" target=\"_blank\">When the elephant stops dancing, be careful!</a> There are plenty of p","listText":"This week's highlights: Wednesday: <a href=\"https://laohu8.com/S/MSFT\">$Microsoft(MSFT)$</a> <a href=\"https://laohu8.com/S/GOOG\">$Alphabet(GOOG)$</a> releases earnings Wednesday: FOMC meeting Thursday: <a href=\"https://laohu8.com/S/META\">$Meta Platforms, Inc.(META)$</a> releases earnings Thursday: Q2 GDP Friday: <a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a> <a href=\"https://laohu8.com/S/AMZN\">$Amazon.com(AMZN)$</a> releases earnings This week we have big earnings, FOMC and GDP. The last time we had such a big battle was at the end of April. : <a href=\"https://ttm.financial/TW/9060594021\" target=\"_blank\">GDP Is so Bad, When Will the Market Improve?</a> <a href=\"https://ttm.financial/TW/9066318855\" target=\"_blank\">When the elephant stops dancing, be careful!</a> There are plenty of p","text":"This week's highlights: Wednesday: $Microsoft(MSFT)$ $Alphabet(GOOG)$ releases earnings Wednesday: FOMC meeting Thursday: $Meta Platforms, Inc.(META)$ releases earnings Thursday: Q2 GDP Friday: $Apple(AAPL)$ $Amazon.com(AMZN)$ releases earnings This week we have big earnings, FOMC and GDP. The last time we had such a big battle was at the end of April. : GDP Is so Bad, When Will the Market Improve? When the elephant stops dancing, be careful! There are plenty of p","images":[{"img":"https://static.tigerbbs.com/1005e81448b2ec84a92bfcdbee6d7340","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9900712805","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2572,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9077732926,"gmtCreate":1658577257065,"gmtModify":1676536178624,"author":{"id":"4107069802859630","authorId":"4107069802859630","name":"A H Lim","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4107069802859630","authorIdStr":"4107069802859630"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9077732926","repostId":"2253210090","repostType":2,"isVote":1,"tweetType":1,"viewCount":2264,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9077732046,"gmtCreate":1658577245785,"gmtModify":1676536178624,"author":{"id":"4107069802859630","authorId":"4107069802859630","name":"A H Lim","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4107069802859630","authorIdStr":"4107069802859630"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9077732046","repostId":"2253658190","repostType":4,"repost":{"id":"2253658190","kind":"highlight","pubTimestamp":1658535269,"share":"https://ttm.financial/m/news/2253658190?lang=en_US&edition=fundamental","pubTime":"2022-07-23 08:14","market":"us","language":"en","title":"What Is Going on With Alphabet Stock Friday?","url":"https://stock-news.laohu8.com/highlight/detail?id=2253658190","media":"InvestorPlace","summary":"Alphabet dropped more than 5% today as investors priced in poor earnings from other ad-related compa","content":"<div>\n<p>Alphabet dropped more than 5% today as investors priced in poor earnings from other ad-related companies.Additionally, concerns around the potential for fines out of the U.K. have investors on edge....</p>\n\n<a href=\"https://investorplace.com/2022/07/what-is-going-on-with-alphabet-goog-stock-today/\">Source Link</a>\n\n</div>\n","source":"investorplace","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>What Is Going on With Alphabet Stock Friday?</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\">\nWhat Is Going on With Alphabet Stock Friday?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-23 08:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/07/what-is-going-on-with-alphabet-goog-stock-today/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Alphabet dropped more than 5% today as investors priced in poor earnings from other ad-related companies.Additionally, concerns around the potential for fines out of the U.K. have investors on edge....</p>\n\n<a href=\"https://investorplace.com/2022/07/what-is-going-on-with-alphabet-goog-stock-today/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","GOOG":"谷歌"},"source_url":"https://investorplace.com/2022/07/what-is-going-on-with-alphabet-goog-stock-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2253658190","content_text":"Alphabet dropped more than 5% today as investors priced in poor earnings from other ad-related companies.Additionally, concerns around the potential for fines out of the U.K. have investors on edge.With the company's stock split officially in the rearview mirror, investors are finding few catalysts on the horizon.For investors in Alphabet (NASDAQ:GOOG, NASDAQ:GOOGL), it’s been a trying year. Yes, there have been some flurries of hope for this mega-cap online tech player. However, GOOG stock has underperformed the expectations of many investors, now down more than 25% on a year-to-date basis.Today, GOOG stock is down another 7% as investors price in a flurry of catalysts.The first is a lackluster earnings report from social media company Snap. The parent company of Snapchat reported some rather dismal numbers, missing estimates and posting a wider-than-expected free cash flow loss. Accordingly, concerns around digital ad spending are growing. This is a pertinent issue for companies such as Alphabet, whose Google division provides the lion’s share of revenues and cash flows.Other key drivers that appear to be in play today are concerns around compensation for fraud victims in the U.K., as well as the potential that post-stock split, GOOG stock doesn’t really have much in the way of positive catalysts to take this stock higher.Let’s dive into what to make of today’s impressive move in Alphabet.Is GOOG Stock a Buy on Today’s Impressive Decline?Seeing a mega-cap stock like Alphabet lose more than 7% of its value in a single day is indeed a big move. With billions of dollars of valuation wiped out, investors may consider this stock a great buy. After all, the company now trades around 18 times earnings following this decline.However, there are plenty of headwinds investors are factoring in right now. Earnings for other digital ad-oriented companies are getting hit hard. And while Google’s underlying business model is fundamentally different from Snap’s, it’s clear that investors are taking a cautious approach to this sector right now.Accordingly, while it is interesting to see GOOG stock trade around the $107 mark (at the time of writing), the fact that this stock split has officially happened takes away one of the key non-fundamental drivers Alphabet had. In the absence of other catalysts, investors appear to have lost interest. In this market, that can mean significant near-term downside pressure, such as what we’re seeing today.While I think GOOG stock is a great long-term bet, it may be a bumpy few months ahead. Until we get an indication of where this economy is heading, it’s likely going to be turbulent for all stocks. Indeed, seeing Alphabet drop as it has today should be an indication of this for investors.","news_type":1,"symbols_score_info":{"GOOGL":1,"GOOG":1}},"isVote":1,"tweetType":1,"viewCount":3634,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9077177791,"gmtCreate":1658480516013,"gmtModify":1676536165826,"author":{"id":"4107069802859630","authorId":"4107069802859630","name":"A H Lim","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4107069802859630","authorIdStr":"4107069802859630"},"themes":[],"htmlText":"okay","listText":"okay","text":"okay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9077177791","repostId":"1125043992","repostType":4,"repost":{"id":"1125043992","kind":"news","pubTimestamp":1658479968,"share":"https://ttm.financial/m/news/1125043992?lang=en_US&edition=fundamental","pubTime":"2022-07-22 16:52","market":"us","language":"en","title":"Netflix: Signs of Stabilization Merit an Upgrade, Says Analyst","url":"https://stock-news.laohu8.com/highlight/detail?id=1125043992","media":"TipRanks","summary":"They say all good things must come to an end eventually, but luckily for Netflix (NFLX) all bad thin","content":"<div>\n<p>They say all good things must come to an end eventually, but luckily for Netflix (NFLX) all bad things don’t last forever too. After a period of sustained sub losses, the streaming giant managed to ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/netflix-signs-of-stabilization-merit-an-upgrade-says-analyst/\">Source Link</a>\n\n</div>\n","source":"lsy1606183248679","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Netflix: Signs of Stabilization Merit an Upgrade, Says Analyst</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\">\nNetflix: Signs of Stabilization Merit an Upgrade, Says Analyst\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-22 16:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/netflix-signs-of-stabilization-merit-an-upgrade-says-analyst/><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>They say all good things must come to an end eventually, but luckily for Netflix (NFLX) all bad things don’t last forever too. After a period of sustained sub losses, the streaming giant managed to ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/netflix-signs-of-stabilization-merit-an-upgrade-says-analyst/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞"},"source_url":"https://www.tipranks.com/news/article/netflix-signs-of-stabilization-merit-an-upgrade-says-analyst/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125043992","content_text":"They say all good things must come to an end eventually, but luckily for Netflix (NFLX) all bad things don’t last forever too. After a period of sustained sub losses, the streaming giant managed to steady the ship in Q2 and delivered a better-than-feared earnings report.Although global net paid subscribers fell by 1 million during the quarter, the figure bettered the 2 million losses Netflix and the Street had anticipated.Subs in EMEA fell by 0.8 million compared to -0.3 million in the previous quarter and +0.2 million in the same period last year, while UCAN shed -1.3 million subscribers, worsening on the -0.6 million sub losses of Q1 and -0.4 million of one year ago. However, these regional losses were somewhat countered by positive subscriber growth in APAC and LATAM.Reflecting the impact of price hikes earlier this year, churn was high in UCAN at the start of the quarter but got better as the period advanced and despite the subs decline, Netflix’s take of TV viewing stayed notably robust. According to Nielsen data, in June, the company notched a new high of 7.7% share of US TV viewing, a ~110bps year-over-year increase.Assessing the print, Stifel’s Scott Devitt thinks the performance signals a “new beginning.”“With signs of stabilization in the subscriber base emerging, we believe the prospect of a prolonged period of subscriber losses is becoming increasingly unlikely,” explained the analyst. “Investor focus can now appropriately shift to the viability of Netflix’s growth initiatives, including monetizing password sharing and the introduction of ad-supported tiers, both of which will be introduced next year.”Netflix will also need to address its difficulties with pricing in developing regions and improve monetization in relatively established markets in order to spur growth. With a tried-and-true management team and improving FCF dynamics, Devitt believes the company has a number of “increasingly defined levers” to address these problems. As management realigns the company for its upcoming phase of growth over a multi-year timeframe, the analyst sees “numerous potential catalysts.”Based on the above, Devitt thinks an upgrade is warranted; therefore, the rating moves from Hold (i.e., Neutral) to Buy, and the price target gets a bump too – shifting from $240 to $250. What’s in it for investors? Upside of 12% from current levels.Most on the Street aren’t quite ready to make such a change; 19 Holds outgun 7 Buys and 6 Sells and result in a Hold consensus rating. Going by the $229.3 average target, shares are expected to stay rangebound for the foreseeable future.","news_type":1,"symbols_score_info":{"NFLX":0.9}},"isVote":1,"tweetType":1,"viewCount":2684,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9074454696,"gmtCreate":1658398748115,"gmtModify":1676536152940,"author":{"id":"4107069802859630","authorId":"4107069802859630","name":"A H Lim","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4107069802859630","authorIdStr":"4107069802859630"},"themes":[],"htmlText":"okay","listText":"okay","text":"okay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9074454696","repostId":"1170917468","repostType":4,"repost":{"id":"1170917468","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":1658390568,"share":"https://ttm.financial/m/news/1170917468?lang=en_US&edition=fundamental","pubTime":"2022-07-21 16:02","market":"us","language":"en","title":"United Airlines Shares Tumbled 6.6% in Premarket Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1170917468","media":"Tiger Newspress","summary":"United Airlines shares tumbled 6.6% in premarket trading after the carrier reported earnings that fe","content":"<html><head></head><body><p>United Airlines shares tumbled 6.6% in premarket trading after the carrier reported earnings that fell short of Wall Street’s expectations and cuts 2023 growth plans.</p><p><img src=\"https://static.tigerbbs.com/6274434fa769b3039b13ee4d2a7800d8\" tg-width=\"856\" tg-height=\"619\" width=\"100%\" height=\"auto\"/></p><p>United Airlines Holdings Inc. is limiting flying for the rest of this year and curtailing growth plans in 2023 to try to get a handle on flight disruptions that have roiled the industry, even as it continues to expect profits amid robust travel demand.</p><p>The carrier revealed the latest capacity outlook Wednesday as it reported earnings that fell short of Wall Street’s expectations. That dragged down shares across the industry and tarnished results from United’s first profitable quarter in more than two years.</p><p>Flight delays and cancellations have battered the US industry this year as consumers starved for travel during the pandemic have forked over higher fares and crammed onto aircraft. The disruptions, fueled in part by labor shortages and air traffic control issues, have boosted costs as carriers seek to recover from two years of losses. Now concerns are rising that inflation could quash demand.</p><p>“Industrywide operational challenges that limit the system’s capacity, record fuel prices and the increasing possibility of a global recession are each real challenges,” Chief Executive Officer Scott Kirby said in a statement. “These fundamental challenges have already led to higher costs, higher fuel prices, but also higher revenue.”</p><p>Flying capacity this year will be 13% below pre-pandemic levels, the Chicago-based carrier said in a regulatory filing. Capacity in 2023 will be no more than 8% higher than 2019, far short of the 20% jump United had previously planned. The reductions won’t change the airline’s expectations for continued profit -- including for the full year -- as it sees solid pricing and even stronger demand extending into this quarter.</p><p>United’s adjusted profit was $1.43 a share, ending a string of nine consecutive quarterly losses but still falling short of the $1.88 average of analysts’ estimates compiled by Bloomberg. The difference largely was caused by jet fuel prices that surged after the Russian - Ukraine war in February. Record revenue of $12.1 billion narrowly topped expectations.</p><p>Non-fuel costs for each seat flown a mile rose 17% above 2019 levels in the second quarter, and will rise as much as 17% again this quarter. The measure is a gauge of operating efficiency for carriers. Revenue on a seat-mile basis rose 24% from three years ago, and United sees about the same improvement in the third quarter.</p><p>“While the company anticipates the economy will slow in the near to medium term, the continuing pandemic recovery is more than offsetting economic headwinds -- leading to expected revenue and earnings acceleration in the third quarter,” United said in the statement.</p><p>A group of 11 US carriers should report record quarterly revenue of $53.3 billion and combined pretax income of $4.2 billion for the three months ended June 30, according to Deutsche Bank analyst Michael Linenberg.</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>United Airlines Shares Tumbled 6.6% 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\">\nUnited Airlines Shares Tumbled 6.6% 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\">2022-07-21 16:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>United Airlines shares tumbled 6.6% in premarket trading after the carrier reported earnings that fell short of Wall Street’s expectations and cuts 2023 growth plans.</p><p><img src=\"https://static.tigerbbs.com/6274434fa769b3039b13ee4d2a7800d8\" tg-width=\"856\" tg-height=\"619\" width=\"100%\" height=\"auto\"/></p><p>United Airlines Holdings Inc. is limiting flying for the rest of this year and curtailing growth plans in 2023 to try to get a handle on flight disruptions that have roiled the industry, even as it continues to expect profits amid robust travel demand.</p><p>The carrier revealed the latest capacity outlook Wednesday as it reported earnings that fell short of Wall Street’s expectations. That dragged down shares across the industry and tarnished results from United’s first profitable quarter in more than two years.</p><p>Flight delays and cancellations have battered the US industry this year as consumers starved for travel during the pandemic have forked over higher fares and crammed onto aircraft. The disruptions, fueled in part by labor shortages and air traffic control issues, have boosted costs as carriers seek to recover from two years of losses. Now concerns are rising that inflation could quash demand.</p><p>“Industrywide operational challenges that limit the system’s capacity, record fuel prices and the increasing possibility of a global recession are each real challenges,” Chief Executive Officer Scott Kirby said in a statement. “These fundamental challenges have already led to higher costs, higher fuel prices, but also higher revenue.”</p><p>Flying capacity this year will be 13% below pre-pandemic levels, the Chicago-based carrier said in a regulatory filing. Capacity in 2023 will be no more than 8% higher than 2019, far short of the 20% jump United had previously planned. The reductions won’t change the airline’s expectations for continued profit -- including for the full year -- as it sees solid pricing and even stronger demand extending into this quarter.</p><p>United’s adjusted profit was $1.43 a share, ending a string of nine consecutive quarterly losses but still falling short of the $1.88 average of analysts’ estimates compiled by Bloomberg. The difference largely was caused by jet fuel prices that surged after the Russian - Ukraine war in February. Record revenue of $12.1 billion narrowly topped expectations.</p><p>Non-fuel costs for each seat flown a mile rose 17% above 2019 levels in the second quarter, and will rise as much as 17% again this quarter. The measure is a gauge of operating efficiency for carriers. Revenue on a seat-mile basis rose 24% from three years ago, and United sees about the same improvement in the third quarter.</p><p>“While the company anticipates the economy will slow in the near to medium term, the continuing pandemic recovery is more than offsetting economic headwinds -- leading to expected revenue and earnings acceleration in the third quarter,” United said in the statement.</p><p>A group of 11 US carriers should report record quarterly revenue of $53.3 billion and combined pretax income of $4.2 billion for the three months ended June 30, according to Deutsche Bank analyst Michael Linenberg.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"UAL":"联合大陆航空"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170917468","content_text":"United Airlines shares tumbled 6.6% in premarket trading after the carrier reported earnings that fell short of Wall Street’s expectations and cuts 2023 growth plans.United Airlines Holdings Inc. is limiting flying for the rest of this year and curtailing growth plans in 2023 to try to get a handle on flight disruptions that have roiled the industry, even as it continues to expect profits amid robust travel demand.The carrier revealed the latest capacity outlook Wednesday as it reported earnings that fell short of Wall Street’s expectations. That dragged down shares across the industry and tarnished results from United’s first profitable quarter in more than two years.Flight delays and cancellations have battered the US industry this year as consumers starved for travel during the pandemic have forked over higher fares and crammed onto aircraft. The disruptions, fueled in part by labor shortages and air traffic control issues, have boosted costs as carriers seek to recover from two years of losses. Now concerns are rising that inflation could quash demand.“Industrywide operational challenges that limit the system’s capacity, record fuel prices and the increasing possibility of a global recession are each real challenges,” Chief Executive Officer Scott Kirby said in a statement. “These fundamental challenges have already led to higher costs, higher fuel prices, but also higher revenue.”Flying capacity this year will be 13% below pre-pandemic levels, the Chicago-based carrier said in a regulatory filing. Capacity in 2023 will be no more than 8% higher than 2019, far short of the 20% jump United had previously planned. The reductions won’t change the airline’s expectations for continued profit -- including for the full year -- as it sees solid pricing and even stronger demand extending into this quarter.United’s adjusted profit was $1.43 a share, ending a string of nine consecutive quarterly losses but still falling short of the $1.88 average of analysts’ estimates compiled by Bloomberg. The difference largely was caused by jet fuel prices that surged after the Russian - Ukraine war in February. Record revenue of $12.1 billion narrowly topped expectations.Non-fuel costs for each seat flown a mile rose 17% above 2019 levels in the second quarter, and will rise as much as 17% again this quarter. The measure is a gauge of operating efficiency for carriers. Revenue on a seat-mile basis rose 24% from three years ago, and United sees about the same improvement in the third quarter.“While the company anticipates the economy will slow in the near to medium term, the continuing pandemic recovery is more than offsetting economic headwinds -- leading to expected revenue and earnings acceleration in the third quarter,” United said in the statement.A group of 11 US carriers should report record quarterly revenue of $53.3 billion and combined pretax income of $4.2 billion for the three months ended June 30, according to Deutsche Bank analyst Michael Linenberg.","news_type":1,"symbols_score_info":{"UAL":0.9}},"isVote":1,"tweetType":1,"viewCount":2805,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9074454181,"gmtCreate":1658398703843,"gmtModify":1676536152933,"author":{"id":"4107069802859630","authorId":"4107069802859630","name":"A H Lim","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4107069802859630","authorIdStr":"4107069802859630"},"themes":[],"htmlText":"no","listText":"no","text":"no","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9074454181","repostId":"2252580027","repostType":4,"repost":{"id":"2252580027","kind":"highlight","pubTimestamp":1658389536,"share":"https://ttm.financial/m/news/2252580027?lang=en_US&edition=fundamental","pubTime":"2022-07-21 15:45","market":"us","language":"en","title":"Should Investors Wait for the Stock Split to Buy Tesla?","url":"https://stock-news.laohu8.com/highlight/detail?id=2252580027","media":"Motley Fool","summary":"Will Tesla's potential stock split spark a rebound in the company's stock price?","content":"<div>\n<p>Electric vehicle (EV) king, Tesla, will ask shareholders to approve a 3-for-1 stock split at its Annual Meeting of Stockholders on Aug. 4. With Tesla stock down nearly 40% year to date, the split may ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/07/20/should-investors-wait-for-the-stock-split-to-buy-t/\">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>Should Investors Wait for the Stock Split to Buy Tesla?</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\">\nShould Investors Wait for the Stock Split to Buy Tesla?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-21 15:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/07/20/should-investors-wait-for-the-stock-split-to-buy-t/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Electric vehicle (EV) king, Tesla, will ask shareholders to approve a 3-for-1 stock split at its Annual Meeting of Stockholders on Aug. 4. With Tesla stock down nearly 40% year to date, the split may ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/07/20/should-investors-wait-for-the-stock-split-to-buy-t/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.fool.com/investing/2022/07/20/should-investors-wait-for-the-stock-split-to-buy-t/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2252580027","content_text":"Electric vehicle (EV) king, Tesla, will ask shareholders to approve a 3-for-1 stock split at its Annual Meeting of Stockholders on Aug. 4. With Tesla stock down nearly 40% year to date, the split may be a tactic to try and attract new retail investors and potentially boost its share price. When stock splits transpire, the number of outstanding shares increases, and the price per share decreases.This occurs proportionately so that the actual market value of the company remains unchanged. So, while it's possible that a stock split could lure a new wave of individual investors who otherwise wouldn't pay a higher price, nothing changes about the company, fundamentally speaking. For this reason, investors shouldn't be concerned about Tesla's potential stock split; rather, they should focus on how the underlying business is currently performing.Let's dive into the company's current situation and decide whether or not it's a sound investment opportunity right now.How's Tesla's business performing?Tesla has posted its second-quarter earnings report after market close today, and the company provided investors with a sneak peek of production and deliveries in a July 2 press release. In Q2, the EV leader's production and vehicle deliveries dropped 15.3% and 17.9% quarter over quarter, respectively, down to 258,580 and 254,695. The slowdown from a quarter ago was due to a COVID-related shutdown in its Shanghai factory and supply chain restraints out of the company's control. When it's all said and done, however, both production and deliveries still expanded 25.3% and 26.5% on a year-over-year basis, indicating a resilient performance amid a challenging macro environment.In its first quarter of 2022, the EV juggernaut's total revenues rocketed 81% year over year, up to $18.8 billion, and its adjusted earnings per share climbed 246% to $3.22. Its gross margin and operating margin both expanded 779 and 1,349 basis points to finish at 29.1% and 19.2%, respectively. What's more, the company currently has $17.5 billion in cash and cash equivalents and generated $2.2 billion in free cash flow (FCF) in Q1, equal to a staggering 660% increase year over year.Short-term headwinds may halt growth for the time being, but Tesla is well resourced to continue its rapid expansion over the long run. Plus, Wall Street analysts forecast the company's top line to grow 58% to $84.9 billion in fiscal 2022, and its adjusted earnings per share to rise 75% to $11.78. Those are striking growth rates for a company facing a series of obstacles. Moreover, its sturdy balance sheet and cash-flow generation add another layer of security to its investment profile.Should investors pounce on Tesla stock right now?In my opinion, Tesla remains a surefire long-term play. Of course, short-term headwinds could drag its stock price further in the coming trading sessions, but prudent investors shouldn't be concerned about that. The company is a clear leader in an industry that is expected to register a compound annual growth rate (CAGR) of 24.5% through 2030, up to $957 billion, according to Market Research Future. That long runway for growth, a stable balance sheet, robust cash-flow generation, and shrinking valuation make Tesla a top investment opportunity right now. Lastly, the impending stock split shouldn't be a factor for long-term investors.","news_type":1,"symbols_score_info":{"TSLA":1}},"isVote":1,"tweetType":1,"viewCount":3684,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4113904591642392","authorId":"4113904591642392","name":"LMSunshine","avatar":"https://community-static.tradeup.com/news/0ad636f2490d8428fcee9da6d669e46c","crmLevel":12,"crmLevelSwitch":0,"idStr":"4113904591642392","authorIdStr":"4113904591642392"},"content":"Thx for leaving a comment in my post, pls help to like my other posts🤗I can’t follow more people as my app keeps crashing.If u follow me,I can check your posts on a regularly & help to like them too","text":"Thx for leaving a comment in my post, pls help to like my other posts🤗I can’t follow more people as my app keeps crashing.If u follow me,I can check your posts on a regularly & help to like them too","html":"Thx for leaving a comment in my post, pls help to like my other posts🤗I can’t follow more people as my app keeps crashing.If u follow me,I can check your posts on a regularly & help to like them too"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9074454978,"gmtCreate":1658398661194,"gmtModify":1676536152930,"author":{"id":"4107069802859630","authorId":"4107069802859630","name":"A H Lim","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4107069802859630","authorIdStr":"4107069802859630"},"themes":[],"htmlText":"okay","listText":"okay","text":"okay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9074454978","repostId":"1173425269","repostType":4,"repost":{"id":"1173425269","kind":"news","pubTimestamp":1658386809,"share":"https://ttm.financial/m/news/1173425269?lang=en_US&edition=fundamental","pubTime":"2022-07-21 15:00","language":"en","title":"ASX Gains 0.5pc As ZIP Drives Tech Sector Rally","url":"https://stock-news.laohu8.com/highlight/detail?id=1173425269","media":"Australian Financial Review","summary":"Australian shares edged higher on Thursday as falls in energy and materials stocks were offset by an","content":"<html><head></head><body><p>Australian shares edged higher on Thursday as falls in energy and materials stocks were offset by an afternoon rally in the tech and healthcare sectors.</p><p>The S&amp;P/ASX 200 rose 0.5 per cent, adding 35.1 points to the benchmark to end the day with 6794.3 points. The broader S&amp;P All Ordinaries index gained 43.2 points to 7018.4 points, putting it 0.6 per cent higher.</p><p>Out of the index’s 11 sectors, seven posted gains with tech, communications and healthcare leading the charge. On the other side of the ledger, energy, real estate and utilities fell.</p><p>Mining companies operating in lithium exploration had a good day after electric vehicle maker Tesla beat profit expectations and forecast annual sales growth of about 50 per cent for the forseeable future. Novonix jumped 11.7 per cent to $2.49, Liontown Resources gained 11.2 per cent to $1.24 and Pilbara Minerals added 3.2 per cent to $2.56.</p><p>Oncology company Telix Pharmaceuticals was the session’s winner with a 20.6 per cent jump to $6.72 after posting $22.5 million in global sales for its Illucix cancer imaging and diagnosis product.</p><p>Shares in marine transport and tourism services provider Kelsian rallied 14.7 per cent to $6.24 after revealing it does not intend to make an offer for UK transport operator Go-Ahead Group. The business had previously expressed an interest in acquiring the outfit.</p></body></html>","source":"lsy1647818771712","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>ASX Gains 0.5pc As ZIP Drives Tech Sector Rally</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\">\nASX Gains 0.5pc As ZIP Drives Tech Sector Rally\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-21 15:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.afr.com/markets/equity-markets/asx-gains-0-5pc-as-zip-drives-tech-sector-rally-20220721-p5b3bl><strong>Australian Financial Review</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Australian shares edged higher on Thursday as falls in energy and materials stocks were offset by an afternoon rally in the tech and healthcare sectors.The S&P/ASX 200 rose 0.5 per cent, adding 35.1 ...</p>\n\n<a href=\"https://www.afr.com/markets/equity-markets/asx-gains-0-5pc-as-zip-drives-tech-sector-rally-20220721-p5b3bl\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XJO.AU":"标普/澳交所 200指数","XKO.AU":"标普/澳交所 300指数","XAO.AU":"标普/澳交所 普通股指数"},"source_url":"https://www.afr.com/markets/equity-markets/asx-gains-0-5pc-as-zip-drives-tech-sector-rally-20220721-p5b3bl","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173425269","content_text":"Australian shares edged higher on Thursday as falls in energy and materials stocks were offset by an afternoon rally in the tech and healthcare sectors.The S&P/ASX 200 rose 0.5 per cent, adding 35.1 points to the benchmark to end the day with 6794.3 points. The broader S&P All Ordinaries index gained 43.2 points to 7018.4 points, putting it 0.6 per cent higher.Out of the index’s 11 sectors, seven posted gains with tech, communications and healthcare leading the charge. On the other side of the ledger, energy, real estate and utilities fell.Mining companies operating in lithium exploration had a good day after electric vehicle maker Tesla beat profit expectations and forecast annual sales growth of about 50 per cent for the forseeable future. Novonix jumped 11.7 per cent to $2.49, Liontown Resources gained 11.2 per cent to $1.24 and Pilbara Minerals added 3.2 per cent to $2.56.Oncology company Telix Pharmaceuticals was the session’s winner with a 20.6 per cent jump to $6.72 after posting $22.5 million in global sales for its Illucix cancer imaging and diagnosis product.Shares in marine transport and tourism services provider Kelsian rallied 14.7 per cent to $6.24 after revealing it does not intend to make an offer for UK transport operator Go-Ahead Group. The business had previously expressed an interest in acquiring the outfit.","news_type":1,"symbols_score_info":{"XKO.AU":0.9,"XAO.AU":0.9,"XJO.AU":0.9}},"isVote":1,"tweetType":1,"viewCount":3133,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9074454053,"gmtCreate":1658398645772,"gmtModify":1676536152926,"author":{"id":"4107069802859630","authorId":"4107069802859630","name":"A H Lim","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4107069802859630","authorIdStr":"4107069802859630"},"themes":[],"htmlText":"okay","listText":"okay","text":"okay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9074454053","repostId":"1146295813","repostType":4,"repost":{"id":"1146295813","kind":"news","pubTimestamp":1658392887,"share":"https://ttm.financial/m/news/1146295813?lang=en_US&edition=fundamental","pubTime":"2022-07-21 16:41","market":"us","language":"en","title":"Cathie Wood’s Ark Funds Offload Komatsu Shares Before Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=1146295813","media":"Bloomberg","summary":"Ark has sold 536,000 Komatsu ADRs and 213,300 shares this weekKomatsu will announce its first-quarte","content":"<div>\n<p>Ark has sold 536,000 Komatsu ADRs and 213,300 shares this weekKomatsu will announce its first-quarter results on July 29Funds controlled by Cathie Wood have been selling shares of Komatsu Ltd. this ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-07-21/cathie-wood-s-ark-funds-offload-komatsu-shares-before-earnings?srnd=premium\">Source Link</a>\n\n</div>\n","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Cathie Wood’s Ark Funds Offload Komatsu Shares Before Earnings</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\">\nCathie Wood’s Ark Funds Offload Komatsu Shares Before Earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-21 16:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-07-21/cathie-wood-s-ark-funds-offload-komatsu-shares-before-earnings?srnd=premium><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Ark has sold 536,000 Komatsu ADRs and 213,300 shares this weekKomatsu will announce its first-quarter results on July 29Funds controlled by Cathie Wood have been selling shares of Komatsu Ltd. this ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-07-21/cathie-wood-s-ark-funds-offload-komatsu-shares-before-earnings?srnd=premium\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"KMTUF":"Komatsu Ltd.","KMTUY":"Komatsu Ltd.","ARKK":"ARK Innovation ETF"},"source_url":"https://www.bloomberg.com/news/articles/2022-07-21/cathie-wood-s-ark-funds-offload-komatsu-shares-before-earnings?srnd=premium","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146295813","content_text":"Ark has sold 536,000 Komatsu ADRs and 213,300 shares this weekKomatsu will announce its first-quarter results on July 29Funds controlled by Cathie Wood have been selling shares of Komatsu Ltd. this week ahead of the Japanese machinery maker’s earnings report.The Ark Autonomous Technology & Robotics ETF offloaded a total of 536,000 American depositary receipts in Komatsu over the three days through Wednesday, while the Ark Space Exploration & Innovation ETF sold 213,300 Tokyo-listed shares of the company, according to data from Wood’s firm compiled by Bloomberg.The selling puts Ark on track for its biggest month-on-month sale of Komatsu ADRs in a year and a record monthly drop in its holdings of the Japanese stock.Komatsu shares have fallen 16% from a four-year high in June, as tailwinds from the surge in commodity prices earlier this year have died down. The Caterpillar Inc. peer will announce its first-quarter results on July 29.Ark Investment Management LLC has lost almost half of its assets under management since December, and its flagship Ark Innovation ETF has plunged nearly 50% in 2022 amid concerns that global monetary tightening will cap growth stock valuations and tip the economy into a recession. Wood is now closing one of her exchange-traded funds for thefirst timeever.Wood’s firm held more than 2.7 million depositary receipts and more than 800,000 Tokyo-listed shares of Komatsu as of end-June, according to Bloomberg-compiled data.","news_type":1,"symbols_score_info":{"ARKK":0.9,"KMTUY":0.9,"KMTUF":0.9}},"isVote":1,"tweetType":1,"viewCount":575,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9074455240,"gmtCreate":1658398580580,"gmtModify":1676536152918,"author":{"id":"4107069802859630","authorId":"4107069802859630","name":"A H Lim","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4107069802859630","authorIdStr":"4107069802859630"},"themes":[],"htmlText":"okay","listText":"okay","text":"okay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9074455240","repostId":"2253743053","repostType":2,"repost":{"id":"2253743053","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":1658397240,"share":"https://ttm.financial/m/news/2253743053?lang=en_US&edition=fundamental","pubTime":"2022-07-21 17:54","market":"hk","language":"en","title":"Market Talk Roundup: Italian Assets, Euro Fall as Draghi Resigns","url":"https://stock-news.laohu8.com/highlight/detail?id=2253743053","media":"Dow Jones","summary":"Italian stocks, bonds and the euro fall after Prime Minister Mario Draghi resigned after three large","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  Italian stocks, bonds and the euro fall after Prime Minister Mario Draghi resigned after three large parties failed to back him in a confidence vote, ending a period of political stability and likely heralding snap elections. With Italian bond yields rising, the political uncertainty complicates the European Central Bank's plans for an anti-fragmentation tool. The following is a selection of comments from analysts and asset managers. \n</p>\n<pre>\n \n</pre>\n<p>\n  Euro Turns Lower Vs Dollar After Italian PM Resigns \n</p>\n<pre>\n \n</pre>\n<p>\n  0943 GMT - The euro turns weaker versus the dollar after Italian Prime Minister Mario Draghi confirmed his resignation, paving the way for snap elections. Spreads between Italian and German bond yields widen, weighing on the euro, while the dollar is supported by safe haven flows after the news. Draghi's departure, which comes after three key parties failed to back him in a confidence vote, is expected to lead to early elections that could take place as early as late September. \"An early election in Italy could be negative for the euro in that it would increase instability in the bloc's third-largest economy,\" BDSwiss Group analyst Marshall Gittler writes.EUR/USD falls 0.1% to 1.0170. (renae.dyer@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  Italian Stocks Slide on Political Uncertainty \n</p>\n<pre>\n \n</pre>\n<p>\n  0903 GMT - Italian stocks fall sharply as Prime Minister Mario Draghi resigns, ending a period of political stability and likely heralding snap elections. Italy's FTSE MIB index falls 2.4% to 20839.98, easily underperforming the Stoxx Europe 600 index, which falls 0.3%. The FTSE MIB in Italy is trading sharply lower as the political crisis weighs, Victoria Scholar, head of investment at Interactive Investor, says in a note. Draghi won a confidence vote in the Senate, but only with mass abstentions. Financial stocks are the biggest losers, with Poste Italiane and Banco BPM down 7.2% and BPER Banca losing 5.6%. Telecom Italia slides 5.9% and aerospace company Leonardo loses 5%. (jessica.fleetham@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  Collapse of Italian Government Likely to Lead to Snap Elections \n</p>\n<pre>\n \n</pre>\n<p>\n  0817 GMT - Given the poor relations among former coalition partners in the Italian cabinet, there seems to be no room left for another attempt to form a national unity government, ING's senior economist for Italy Paolo Pizzoli says in a note. President Sergio Mattarella will then have little alternative but to dissolve parliament and call snap elections, he says. As PM Mario Draghi wasn't voted down in parliament, he will likely be called to run the government for ordinary affairs until the elections, Pizzoli says. In the short-term, the parties which decided to pull the plug will have a hard time explaining to their electorate why such a decision was made at such a difficult economic and geopolitical moment, he says. (maria.martinez@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  Italian Politics Complicates ECB's Anti-Fragmentation Tool \n</p>\n<pre>\n \n</pre>\n<p>\n  0751 GMT - The outcome of Italian political developments might add further confusion to the European Central Bank's anti-fragmentation tool that is clearly not aimed at reducing political risk, Annalisa Piazza, fixed-income research analyst at MFS Investment Management writes in a note. \"In the meanwhile, the ECB will be in a very uncomfortable situation when the downside risks for Italy's growth...will spill over into other Eurozone economies,\" she says. The end of Italian Prime Minister Mario Draghi's government seems to be now the baseline scenario, and this outcome is possibly the worst outcome of the crisis that started last week, Piazza adds. The BTP-Bund spreads are likely to suffer some widening trend in coming weeks, she says. (emese.bartha@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  Draghi's Departure From the Political Scene Will Be Negative for Italy and the EU \n</p>\n<pre>\n \n</pre>\n<p>\n  0726 GMT - Italian Prime Minister Mario Draghi will likely confirm his resignation, after Lega and Forza Italia abstained from a crucial vote of confidence, Barclays says in a note. \"Draghi's departure from the political scene will be negative for Italy and the European Union,\" Ludovico Sapio at Barclays says. President Sergio Mattarella could dissolve the Chambers of Parliament over the coming days, launching the process leading to early election and the elections could take place in early October, according to Barclays. President Mattarella could still verify the existence of an alternative majority, but Barclays says it will be politically difficult and therefore highly unlikely. (maria.martinez@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  Italian Banks' Shares Under Pressure Amid Political Turmoil \n</p>\n<pre>\n \n</pre>\n<p>\n  0725 GMT - Shares in Italian banks open sharply lower amid political uncertainty in the country. Intesa Sanpaolo trades 4.1% lower, UniCredit falls 4.7%, Mediobanca drops 2% and Banco BPM is down 3.8%. Italian Prime Minister Mario Draghi will likely resign, putting an end to a national unity government that lasted almost one and a half years. He won a confidence vote in the Senate, but mass abstentions indicated he no longer has the support of a majority of parliament. \"Draghi's resignation means early election in fall in Italy, and political chaos at least until then,\" Swissquote analyst Ipek Ozkardeskaya says in a research note. This will add another layer of stress for the European Central Bank, which is struggling to contain eurozone bond yield spreads, she says. (cristina.roca@wsj.com; @_cristinaroca) \n</p>\n<pre>\n \n</pre>\n<p>\n  Ten-Year BTP-Bund Spread Could Widen to 250-275Bps in Snap Election \n</p>\n<pre>\n \n</pre>\n<p>\n  0720 GMT - A snap election in Italy could take the 10-year Italian BTP-German Bund yield spread to 250-275 basis points, with the front-end of the Italian bond curve being even more vulnerable to credit risk pricing, Citi's rates strategists say in a note. An election seems most likely now after three parties withdrew government support in a confidence vote for Prime Minister Mario Draghi's government, even as Draghi won the vote. \"This [Italian backdrop] ups the ante for the European Central Bank, set to unveil the anti-fragmentation tool today, which, however, is unlikely to address such idiosyncratic risks and also only target spread volatility, not spread levels,\" Citi's strategists write. The 10-year BTP-Bund spread trades 15bps wider at 229 bps, according to Tradeweb. (emese.bartha@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  Euro Rises as ECB Expected to Lift Rates, Nord Stream 1 Resumes Gas Flows \n</p>\n<pre>\n \n</pre>\n<p>\n  0709 GMT - The euro rises ahead of an expected interest=rate rise by the European Central Bank while the operator of the Nord Stream 1 gas pipeline said it's in the process of resuming flows. The pipeline, which delivers Russian gas to Germany, was scheduled to reopen Thursday after maintenance but there were fears of a complete cutoff. The ECB, which announces its decision at 1215 GMT, expects to start raising rates 25 basis points but a 50bp move is reportedly being considered. However, the prospect of an early Italy election will add another \"layer of stress\" for the ECB, which is already struggling to contain divergence between eurozone bond yields, Swissquote Bank analyst Ipek Ozkardeskaya writes. EUR/USD rises 0.3% to 1.0212. (renae.dyer@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  Draghi Leaves Reforms Unfinished, Italian Debt Seems \n</p>\n<pre>\n \n</pre>\n<p>\n  0653 GMT - The risk of snap elections in late September or early October has risen substantially in Italy, after three major coalition parties refused to back Italian prime minister Mario Draghi in a confidence vote Wednesday, Berenberg's Holger Schmieding says in a note. Draghi tried hard to streamline bureaucratic and judicial procedures to make the country a better place to invest and create jobs, but this task remains unfinished, according to Schmieding. Whereas other countries have raised their trend rate of growth and hence their likely future tax revenues sufficiently to make their debt burdens sustainable, Italy hasn't yet implemented enough pro-growth reforms. \"The long-term sustainability of Italy's public debt burden of almost 150% of GDP is far from assured,\" Schmieding says. (maria.martinez@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  Italy's Govt Crisis Highlights Importance of ECB's Anti-Fragmentation Tool \n</p>\n<pre>\n \n</pre>\n<p>\n  0654 GMT - The importance of an anti-fragmentation tool from the European Central Bank comes into focus amid significant political turmoil in Italy, Deutsche Bank's strategists write in a note ahead of the ECB's policy meeting on Thursday. Italian Prime Minister Mario Draghi's government is on the verge of collapse after three parties--the League, Forza Italia and the Five Star Movement--failed to back him in a Senate confidence vote. \"The latest moves raise the prospect that Draghi could resign again after his attempt last week was rejected by the President, which in turn brings the possibility of early elections into view,\" analysts at Deutsche Bank say. (emese.bartha@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  BTP-Bund Yield Spread Widens as Italian Government Crisis Unfolds \n</p>\n<pre>\n \n</pre>\n<p>\n  0632 GMT - The 10-year Italian BTP-German Bund yield spread trades widens sharply amid Italy's unfolding government crisis, after Prime Minister Mario Draghi won a confidence vote on Wednesday, but in mass abstentions by three large parties. \"Risks are high that there will be a snap election, most likely in September but the timing is problematic since the budget and the payout of EU's support program are planned to take place during the autumn,\" Olle Holmgren, SEB's chief strategist for Sweden, says in a note. He adds that the importance of the European Central Bank's anti-fragmentation measures is rising. The 10-year BTP-Bund yield trades 23 basis points wider at around 237bps, according to Tradeweb. (emese.bartha@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  <a href=\"https://laohu8.com/S/END\">$(END)$</a> Dow Jones Newswires\n</p>\n<p>\n  July 21, 2022 05:54 ET (09:54 GMT)\n</p>\n<p>\n  Copyright (c) 2022 Dow Jones &amp; Company, Inc.\n</p>\n</font>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Market Talk Roundup: Italian Assets, Euro Fall as Draghi Resigns</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\">\nMarket Talk Roundup: Italian Assets, Euro Fall as Draghi Resigns\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\">2022-07-21 17:54</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  Italian stocks, bonds and the euro fall after Prime Minister Mario Draghi resigned after three large parties failed to back him in a confidence vote, ending a period of political stability and likely heralding snap elections. With Italian bond yields rising, the political uncertainty complicates the European Central Bank's plans for an anti-fragmentation tool. The following is a selection of comments from analysts and asset managers. \n</p>\n<pre>\n \n</pre>\n<p>\n  Euro Turns Lower Vs Dollar After Italian PM Resigns \n</p>\n<pre>\n \n</pre>\n<p>\n  0943 GMT - The euro turns weaker versus the dollar after Italian Prime Minister Mario Draghi confirmed his resignation, paving the way for snap elections. Spreads between Italian and German bond yields widen, weighing on the euro, while the dollar is supported by safe haven flows after the news. Draghi's departure, which comes after three key parties failed to back him in a confidence vote, is expected to lead to early elections that could take place as early as late September. \"An early election in Italy could be negative for the euro in that it would increase instability in the bloc's third-largest economy,\" BDSwiss Group analyst Marshall Gittler writes.EUR/USD falls 0.1% to 1.0170. (renae.dyer@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  Italian Stocks Slide on Political Uncertainty \n</p>\n<pre>\n \n</pre>\n<p>\n  0903 GMT - Italian stocks fall sharply as Prime Minister Mario Draghi resigns, ending a period of political stability and likely heralding snap elections. Italy's FTSE MIB index falls 2.4% to 20839.98, easily underperforming the Stoxx Europe 600 index, which falls 0.3%. The FTSE MIB in Italy is trading sharply lower as the political crisis weighs, Victoria Scholar, head of investment at Interactive Investor, says in a note. Draghi won a confidence vote in the Senate, but only with mass abstentions. Financial stocks are the biggest losers, with Poste Italiane and Banco BPM down 7.2% and BPER Banca losing 5.6%. Telecom Italia slides 5.9% and aerospace company Leonardo loses 5%. (jessica.fleetham@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  Collapse of Italian Government Likely to Lead to Snap Elections \n</p>\n<pre>\n \n</pre>\n<p>\n  0817 GMT - Given the poor relations among former coalition partners in the Italian cabinet, there seems to be no room left for another attempt to form a national unity government, ING's senior economist for Italy Paolo Pizzoli says in a note. President Sergio Mattarella will then have little alternative but to dissolve parliament and call snap elections, he says. As PM Mario Draghi wasn't voted down in parliament, he will likely be called to run the government for ordinary affairs until the elections, Pizzoli says. In the short-term, the parties which decided to pull the plug will have a hard time explaining to their electorate why such a decision was made at such a difficult economic and geopolitical moment, he says. (maria.martinez@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  Italian Politics Complicates ECB's Anti-Fragmentation Tool \n</p>\n<pre>\n \n</pre>\n<p>\n  0751 GMT - The outcome of Italian political developments might add further confusion to the European Central Bank's anti-fragmentation tool that is clearly not aimed at reducing political risk, Annalisa Piazza, fixed-income research analyst at MFS Investment Management writes in a note. \"In the meanwhile, the ECB will be in a very uncomfortable situation when the downside risks for Italy's growth...will spill over into other Eurozone economies,\" she says. The end of Italian Prime Minister Mario Draghi's government seems to be now the baseline scenario, and this outcome is possibly the worst outcome of the crisis that started last week, Piazza adds. The BTP-Bund spreads are likely to suffer some widening trend in coming weeks, she says. (emese.bartha@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  Draghi's Departure From the Political Scene Will Be Negative for Italy and the EU \n</p>\n<pre>\n \n</pre>\n<p>\n  0726 GMT - Italian Prime Minister Mario Draghi will likely confirm his resignation, after Lega and Forza Italia abstained from a crucial vote of confidence, Barclays says in a note. \"Draghi's departure from the political scene will be negative for Italy and the European Union,\" Ludovico Sapio at Barclays says. President Sergio Mattarella could dissolve the Chambers of Parliament over the coming days, launching the process leading to early election and the elections could take place in early October, according to Barclays. President Mattarella could still verify the existence of an alternative majority, but Barclays says it will be politically difficult and therefore highly unlikely. (maria.martinez@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  Italian Banks' Shares Under Pressure Amid Political Turmoil \n</p>\n<pre>\n \n</pre>\n<p>\n  0725 GMT - Shares in Italian banks open sharply lower amid political uncertainty in the country. Intesa Sanpaolo trades 4.1% lower, UniCredit falls 4.7%, Mediobanca drops 2% and Banco BPM is down 3.8%. Italian Prime Minister Mario Draghi will likely resign, putting an end to a national unity government that lasted almost one and a half years. He won a confidence vote in the Senate, but mass abstentions indicated he no longer has the support of a majority of parliament. \"Draghi's resignation means early election in fall in Italy, and political chaos at least until then,\" Swissquote analyst Ipek Ozkardeskaya says in a research note. This will add another layer of stress for the European Central Bank, which is struggling to contain eurozone bond yield spreads, she says. (cristina.roca@wsj.com; @_cristinaroca) \n</p>\n<pre>\n \n</pre>\n<p>\n  Ten-Year BTP-Bund Spread Could Widen to 250-275Bps in Snap Election \n</p>\n<pre>\n \n</pre>\n<p>\n  0720 GMT - A snap election in Italy could take the 10-year Italian BTP-German Bund yield spread to 250-275 basis points, with the front-end of the Italian bond curve being even more vulnerable to credit risk pricing, Citi's rates strategists say in a note. An election seems most likely now after three parties withdrew government support in a confidence vote for Prime Minister Mario Draghi's government, even as Draghi won the vote. \"This [Italian backdrop] ups the ante for the European Central Bank, set to unveil the anti-fragmentation tool today, which, however, is unlikely to address such idiosyncratic risks and also only target spread volatility, not spread levels,\" Citi's strategists write. The 10-year BTP-Bund spread trades 15bps wider at 229 bps, according to Tradeweb. (emese.bartha@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  Euro Rises as ECB Expected to Lift Rates, Nord Stream 1 Resumes Gas Flows \n</p>\n<pre>\n \n</pre>\n<p>\n  0709 GMT - The euro rises ahead of an expected interest=rate rise by the European Central Bank while the operator of the Nord Stream 1 gas pipeline said it's in the process of resuming flows. The pipeline, which delivers Russian gas to Germany, was scheduled to reopen Thursday after maintenance but there were fears of a complete cutoff. The ECB, which announces its decision at 1215 GMT, expects to start raising rates 25 basis points but a 50bp move is reportedly being considered. However, the prospect of an early Italy election will add another \"layer of stress\" for the ECB, which is already struggling to contain divergence between eurozone bond yields, Swissquote Bank analyst Ipek Ozkardeskaya writes. EUR/USD rises 0.3% to 1.0212. (renae.dyer@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  Draghi Leaves Reforms Unfinished, Italian Debt Seems \n</p>\n<pre>\n \n</pre>\n<p>\n  0653 GMT - The risk of snap elections in late September or early October has risen substantially in Italy, after three major coalition parties refused to back Italian prime minister Mario Draghi in a confidence vote Wednesday, Berenberg's Holger Schmieding says in a note. Draghi tried hard to streamline bureaucratic and judicial procedures to make the country a better place to invest and create jobs, but this task remains unfinished, according to Schmieding. Whereas other countries have raised their trend rate of growth and hence their likely future tax revenues sufficiently to make their debt burdens sustainable, Italy hasn't yet implemented enough pro-growth reforms. \"The long-term sustainability of Italy's public debt burden of almost 150% of GDP is far from assured,\" Schmieding says. (maria.martinez@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  Italy's Govt Crisis Highlights Importance of ECB's Anti-Fragmentation Tool \n</p>\n<pre>\n \n</pre>\n<p>\n  0654 GMT - The importance of an anti-fragmentation tool from the European Central Bank comes into focus amid significant political turmoil in Italy, Deutsche Bank's strategists write in a note ahead of the ECB's policy meeting on Thursday. Italian Prime Minister Mario Draghi's government is on the verge of collapse after three parties--the League, Forza Italia and the Five Star Movement--failed to back him in a Senate confidence vote. \"The latest moves raise the prospect that Draghi could resign again after his attempt last week was rejected by the President, which in turn brings the possibility of early elections into view,\" analysts at Deutsche Bank say. (emese.bartha@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  BTP-Bund Yield Spread Widens as Italian Government Crisis Unfolds \n</p>\n<pre>\n \n</pre>\n<p>\n  0632 GMT - The 10-year Italian BTP-German Bund yield spread trades widens sharply amid Italy's unfolding government crisis, after Prime Minister Mario Draghi won a confidence vote on Wednesday, but in mass abstentions by three large parties. \"Risks are high that there will be a snap election, most likely in September but the timing is problematic since the budget and the payout of EU's support program are planned to take place during the autumn,\" Olle Holmgren, SEB's chief strategist for Sweden, says in a note. He adds that the importance of the European Central Bank's anti-fragmentation measures is rising. The 10-year BTP-Bund yield trades 23 basis points wider at around 237bps, according to Tradeweb. (emese.bartha@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  <a href=\"https://laohu8.com/S/END\">$(END)$</a> Dow Jones Newswires\n</p>\n<p>\n  July 21, 2022 05:54 ET (09:54 GMT)\n</p>\n<p>\n  Copyright (c) 2022 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4561":"索罗斯持仓","BK4524":"宅经济概念","BK4554":"元宇宙及AR概念","BK4581":"高盛持仓","BK4532":"文艺复兴科技持仓","BK4527":"明星科技股","BK4534":"瑞士信贷持仓","BK4503":"景林资产持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4122":"互联网与直销零售","UNCFF":"UniCredito Spa","MDIBY":"MedioBanca SpA","BK4566":"资本集团","AMZN":"亚马逊","BK4535":"淡马锡持仓","BK4538":"云计算","BK4559":"巴菲特持仓","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4507":"流媒体概念","BK4548":"巴美列捷福持仓","BK4551":"寇图资本持仓","BK4207":"综合性银行"},"source_url":"http://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2253743053","content_text":"Italian stocks, bonds and the euro fall after Prime Minister Mario Draghi resigned after three large parties failed to back him in a confidence vote, ending a period of political stability and likely heralding snap elections. With Italian bond yields rising, the political uncertainty complicates the European Central Bank's plans for an anti-fragmentation tool. The following is a selection of comments from analysts and asset managers. \n\n\n \n\n\n  Euro Turns Lower Vs Dollar After Italian PM Resigns \n\n\n \n\n\n  0943 GMT - The euro turns weaker versus the dollar after Italian Prime Minister Mario Draghi confirmed his resignation, paving the way for snap elections. Spreads between Italian and German bond yields widen, weighing on the euro, while the dollar is supported by safe haven flows after the news. Draghi's departure, which comes after three key parties failed to back him in a confidence vote, is expected to lead to early elections that could take place as early as late September. \"An early election in Italy could be negative for the euro in that it would increase instability in the bloc's third-largest economy,\" BDSwiss Group analyst Marshall Gittler writes.EUR/USD falls 0.1% to 1.0170. (renae.dyer@wsj.com) \n\n\n \n\n\n  Italian Stocks Slide on Political Uncertainty \n\n\n \n\n\n  0903 GMT - Italian stocks fall sharply as Prime Minister Mario Draghi resigns, ending a period of political stability and likely heralding snap elections. Italy's FTSE MIB index falls 2.4% to 20839.98, easily underperforming the Stoxx Europe 600 index, which falls 0.3%. The FTSE MIB in Italy is trading sharply lower as the political crisis weighs, Victoria Scholar, head of investment at Interactive Investor, says in a note. Draghi won a confidence vote in the Senate, but only with mass abstentions. Financial stocks are the biggest losers, with Poste Italiane and Banco BPM down 7.2% and BPER Banca losing 5.6%. Telecom Italia slides 5.9% and aerospace company Leonardo loses 5%. (jessica.fleetham@wsj.com) \n\n\n \n\n\n  Collapse of Italian Government Likely to Lead to Snap Elections \n\n\n \n\n\n  0817 GMT - Given the poor relations among former coalition partners in the Italian cabinet, there seems to be no room left for another attempt to form a national unity government, ING's senior economist for Italy Paolo Pizzoli says in a note. President Sergio Mattarella will then have little alternative but to dissolve parliament and call snap elections, he says. As PM Mario Draghi wasn't voted down in parliament, he will likely be called to run the government for ordinary affairs until the elections, Pizzoli says. In the short-term, the parties which decided to pull the plug will have a hard time explaining to their electorate why such a decision was made at such a difficult economic and geopolitical moment, he says. (maria.martinez@wsj.com) \n\n\n \n\n\n  Italian Politics Complicates ECB's Anti-Fragmentation Tool \n\n\n \n\n\n  0751 GMT - The outcome of Italian political developments might add further confusion to the European Central Bank's anti-fragmentation tool that is clearly not aimed at reducing political risk, Annalisa Piazza, fixed-income research analyst at MFS Investment Management writes in a note. \"In the meanwhile, the ECB will be in a very uncomfortable situation when the downside risks for Italy's growth...will spill over into other Eurozone economies,\" she says. The end of Italian Prime Minister Mario Draghi's government seems to be now the baseline scenario, and this outcome is possibly the worst outcome of the crisis that started last week, Piazza adds. The BTP-Bund spreads are likely to suffer some widening trend in coming weeks, she says. (emese.bartha@wsj.com) \n\n\n \n\n\n  Draghi's Departure From the Political Scene Will Be Negative for Italy and the EU \n\n\n \n\n\n  0726 GMT - Italian Prime Minister Mario Draghi will likely confirm his resignation, after Lega and Forza Italia abstained from a crucial vote of confidence, Barclays says in a note. \"Draghi's departure from the political scene will be negative for Italy and the European Union,\" Ludovico Sapio at Barclays says. President Sergio Mattarella could dissolve the Chambers of Parliament over the coming days, launching the process leading to early election and the elections could take place in early October, according to Barclays. President Mattarella could still verify the existence of an alternative majority, but Barclays says it will be politically difficult and therefore highly unlikely. (maria.martinez@wsj.com) \n\n\n \n\n\n  Italian Banks' Shares Under Pressure Amid Political Turmoil \n\n\n \n\n\n  0725 GMT - Shares in Italian banks open sharply lower amid political uncertainty in the country. Intesa Sanpaolo trades 4.1% lower, UniCredit falls 4.7%, Mediobanca drops 2% and Banco BPM is down 3.8%. Italian Prime Minister Mario Draghi will likely resign, putting an end to a national unity government that lasted almost one and a half years. He won a confidence vote in the Senate, but mass abstentions indicated he no longer has the support of a majority of parliament. \"Draghi's resignation means early election in fall in Italy, and political chaos at least until then,\" Swissquote analyst Ipek Ozkardeskaya says in a research note. This will add another layer of stress for the European Central Bank, which is struggling to contain eurozone bond yield spreads, she says. (cristina.roca@wsj.com; @_cristinaroca) \n\n\n \n\n\n  Ten-Year BTP-Bund Spread Could Widen to 250-275Bps in Snap Election \n\n\n \n\n\n  0720 GMT - A snap election in Italy could take the 10-year Italian BTP-German Bund yield spread to 250-275 basis points, with the front-end of the Italian bond curve being even more vulnerable to credit risk pricing, Citi's rates strategists say in a note. An election seems most likely now after three parties withdrew government support in a confidence vote for Prime Minister Mario Draghi's government, even as Draghi won the vote. \"This [Italian backdrop] ups the ante for the European Central Bank, set to unveil the anti-fragmentation tool today, which, however, is unlikely to address such idiosyncratic risks and also only target spread volatility, not spread levels,\" Citi's strategists write. The 10-year BTP-Bund spread trades 15bps wider at 229 bps, according to Tradeweb. (emese.bartha@wsj.com) \n\n\n \n\n\n  Euro Rises as ECB Expected to Lift Rates, Nord Stream 1 Resumes Gas Flows \n\n\n \n\n\n  0709 GMT - The euro rises ahead of an expected interest=rate rise by the European Central Bank while the operator of the Nord Stream 1 gas pipeline said it's in the process of resuming flows. The pipeline, which delivers Russian gas to Germany, was scheduled to reopen Thursday after maintenance but there were fears of a complete cutoff. The ECB, which announces its decision at 1215 GMT, expects to start raising rates 25 basis points but a 50bp move is reportedly being considered. However, the prospect of an early Italy election will add another \"layer of stress\" for the ECB, which is already struggling to contain divergence between eurozone bond yields, Swissquote Bank analyst Ipek Ozkardeskaya writes. EUR/USD rises 0.3% to 1.0212. (renae.dyer@wsj.com) \n\n\n \n\n\n  Draghi Leaves Reforms Unfinished, Italian Debt Seems \n\n\n \n\n\n  0653 GMT - The risk of snap elections in late September or early October has risen substantially in Italy, after three major coalition parties refused to back Italian prime minister Mario Draghi in a confidence vote Wednesday, Berenberg's Holger Schmieding says in a note. Draghi tried hard to streamline bureaucratic and judicial procedures to make the country a better place to invest and create jobs, but this task remains unfinished, according to Schmieding. Whereas other countries have raised their trend rate of growth and hence their likely future tax revenues sufficiently to make their debt burdens sustainable, Italy hasn't yet implemented enough pro-growth reforms. \"The long-term sustainability of Italy's public debt burden of almost 150% of GDP is far from assured,\" Schmieding says. (maria.martinez@wsj.com) \n\n\n \n\n\n  Italy's Govt Crisis Highlights Importance of ECB's Anti-Fragmentation Tool \n\n\n \n\n\n  0654 GMT - The importance of an anti-fragmentation tool from the European Central Bank comes into focus amid significant political turmoil in Italy, Deutsche Bank's strategists write in a note ahead of the ECB's policy meeting on Thursday. Italian Prime Minister Mario Draghi's government is on the verge of collapse after three parties--the League, Forza Italia and the Five Star Movement--failed to back him in a Senate confidence vote. \"The latest moves raise the prospect that Draghi could resign again after his attempt last week was rejected by the President, which in turn brings the possibility of early elections into view,\" analysts at Deutsche Bank say. (emese.bartha@wsj.com) \n\n\n \n\n\n  BTP-Bund Yield Spread Widens as Italian Government Crisis Unfolds \n\n\n \n\n\n  0632 GMT - The 10-year Italian BTP-German Bund yield spread trades widens sharply amid Italy's unfolding government crisis, after Prime Minister Mario Draghi won a confidence vote on Wednesday, but in mass abstentions by three large parties. \"Risks are high that there will be a snap election, most likely in September but the timing is problematic since the budget and the payout of EU's support program are planned to take place during the autumn,\" Olle Holmgren, SEB's chief strategist for Sweden, says in a note. He adds that the importance of the European Central Bank's anti-fragmentation measures is rising. The 10-year BTP-Bund yield trades 23 basis points wider at around 237bps, according to Tradeweb. (emese.bartha@wsj.com) \n\n\n \n\n\n$(END)$ Dow Jones Newswires\n\n\n  July 21, 2022 05:54 ET (09:54 GMT)\n\n\n  Copyright (c) 2022 Dow Jones & Company, Inc.","news_type":1,"symbols_score_info":{"END":1,"UNCFF":0.9,"AMZN":0.9,"MDIBY":0.9}},"isVote":1,"tweetType":1,"viewCount":531,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9074455802,"gmtCreate":1658398559706,"gmtModify":1676536152916,"author":{"id":"4107069802859630","authorId":"4107069802859630","name":"A H Lim","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4107069802859630","authorIdStr":"4107069802859630"},"themes":[],"htmlText":"okay","listText":"okay","text":"okay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9074455802","repostId":"2253171478","repostType":4,"repost":{"id":"2253171478","kind":"highlight","pubTimestamp":1658397821,"share":"https://ttm.financial/m/news/2253171478?lang=en_US&edition=fundamental","pubTime":"2022-07-21 18:03","market":"us","language":"en","title":"Tesla Beats Earnings Estimates Again. But Did It Change Many Minds on Wall Street?","url":"https://stock-news.laohu8.com/highlight/detail?id=2253171478","media":"Barrons","summary":"Al Root \n\n\n     Tesla stock is rising after the electric-vehicle manufacturer beat analysts' quarter","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<pre>\nAl Root \n</pre>\n<p>\n     Tesla stock is rising after the electric-vehicle manufacturer beat analysts' quarterly estimates again. But the company's second quarter wasn't strong enough to change many minds. \n</p>\n<p>\n     Higher production and stable demand in the second half of 2022 might help do that. \n</p>\n<p>\n     Tesla (ticker: TSLA) reported on Wednesday second-quarter adjusted earnings per share of $2.27. The Wall Street consensus was closer to $1.80 a share. It's the sixth consecutive earnings \"beat\" for the company. \n</p>\n<p>\n     Investors appeared reasonably happy. Shares are up more than 5% in early treading Thursday, at about $780.50 a share. \n</p>\n<p>\n     Cowen analyst Jeffrey Osborne wasn't quite as impressed, noting in a report Wednesday evening that Tesla reported lower operating expenses and tax rate than he was expecting. Osborne would have preferred better gross margins. \n</p>\n<p>\n     What's more, he sees Tesla stock \"rangebound\" until investors have a better sense that production ramps at the new Berlin and Texas plants are going well. \n</p>\n<p>\n     Berenberg analyst Adrian Yanoshik addressed the production ramp in his post-earnings research report. He projects profit margin improvement in the third quarter as output at the new facilities moves higher. \n</p>\n<p>\n     Yanoshik also noted \"stabilized lead times\" for the Model Y. The issue of lead time has been a source of debate among investors and analysts. \n</p>\n<p>\n     Lengthening lead times, even as Tesla has raised prices roughly 25% to 30% so far in 2022, has been taken as a sign that demand for EVs, and Tesla's EVs, remains rock solid. Weakening or stabilized lead times could be a bad sign as the economy slows. \n</p>\n<p>\n     CEO Elon Musk addressed lead time on the company's conference call, noting that Tesla wants lower lead times. He also reiterated his belief that Tesla can sell all the cars it can make for the foreseeable future. Musk doesn't seem worried about demand. \n</p>\n<p>\n     RBC analyst Joseph Spak appeared to agree with Musk, writing Wednesday evening that he believes Tesla doesn't have a demand problem. Spak also was encouraged by increasing vehicle supply at Tesla's older plants. \n</p>\n<p>\n     Spak believes Tesla's plant in Fremont, Calif., can produce up to 650,000 vehicles a year, up from a prior estimate of 600,000. He sees the Shanghai facility able to produce about 750,000 units a year. Shanghai produced about 480,000 vehicles in 2021. \n</p>\n<p>\n     Both Yanoshik and Osborne rate Tesla shares at Hold. Osborne has a $733 price target on the stock. Yanoshik's price target is $833. \n</p>\n<p>\n     Spak rates shares a Buy. His price target is $1,100. Daiwa analyst Jairam Nathan also rates Tesla stock a Buy. His price target is $800. Nathan, like Spak, focused on production in his post-earnings report. \n</p>\n<p>\n     Tesla \"management is hopeful of exiting 2022 at close to 40,000 units/week of total production,\" wrote Nathan. That's works out to roughly 2 million vehicles a year, allowing some time for retooling and vacations. \n</p>\n<p>\n     Exiting the year at the 2 million unit run-rate would put Tesla on a path to grow volumes at 50% again in 2023. Still, weekly output would need to march higher over the course of 2023. Tesla is expected to deliver about 1.4 million units in 2022 -- 50% more than that is 2.1 million units. \n</p>\n<p>\n     Overall, 53% of analysts covering Tesla rate the stock a Buy. The average Buy-rating ratio for stocks in the S&amp;P 500 is about 58%. The average analyst price target on Tesla is about $870 a share. \n</p>\n<p>\n     Coming into Thursday trading, Tesla stock has fallen about 30% this year, while the S&amp;P 500 and Nasdaq Composite have fallen about 17% and 24%, respectively. \n</p>\n<p>\n     Write to Al Root at allen.root@dowjones.com \n</p>\n<pre>\n \n</pre>\n<p>\n  <a href=\"https://laohu8.com/S/END\">$(END)$</a> Dow Jones Newswires\n</p>\n<p>\n  July 21, 2022 10:16 ET (14:16 GMT)\n</p>\n<p>\n  Copyright (c) 2022 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Beats Earnings Estimates Again. But Did It Change Many Minds on Wall Street?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Beats Earnings Estimates Again. But Did It Change Many Minds on Wall Street?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-21 18:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/tesla-earnings-wall-street-analysts-51658390315?mod=hp_LATEST><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Al Root \n\n\n     Tesla stock is rising after the electric-vehicle manufacturer beat analysts' quarterly estimates again. But the company's second quarter wasn't strong enough to change many minds. \n\n\n ...</p>\n\n<a href=\"https://www.barrons.com/articles/tesla-earnings-wall-street-analysts-51658390315?mod=hp_LATEST\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/tesla-earnings-wall-street-analysts-51658390315?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2253171478","content_text":"Al Root \n\n\n     Tesla stock is rising after the electric-vehicle manufacturer beat analysts' quarterly estimates again. But the company's second quarter wasn't strong enough to change many minds. \n\n\n     Higher production and stable demand in the second half of 2022 might help do that. \n\n\n     Tesla (ticker: TSLA) reported on Wednesday second-quarter adjusted earnings per share of $2.27. The Wall Street consensus was closer to $1.80 a share. It's the sixth consecutive earnings \"beat\" for the company. \n\n\n     Investors appeared reasonably happy. Shares are up more than 5% in early treading Thursday, at about $780.50 a share. \n\n\n     Cowen analyst Jeffrey Osborne wasn't quite as impressed, noting in a report Wednesday evening that Tesla reported lower operating expenses and tax rate than he was expecting. Osborne would have preferred better gross margins. \n\n\n     What's more, he sees Tesla stock \"rangebound\" until investors have a better sense that production ramps at the new Berlin and Texas plants are going well. \n\n\n     Berenberg analyst Adrian Yanoshik addressed the production ramp in his post-earnings research report. He projects profit margin improvement in the third quarter as output at the new facilities moves higher. \n\n\n     Yanoshik also noted \"stabilized lead times\" for the Model Y. The issue of lead time has been a source of debate among investors and analysts. \n\n\n     Lengthening lead times, even as Tesla has raised prices roughly 25% to 30% so far in 2022, has been taken as a sign that demand for EVs, and Tesla's EVs, remains rock solid. Weakening or stabilized lead times could be a bad sign as the economy slows. \n\n\n     CEO Elon Musk addressed lead time on the company's conference call, noting that Tesla wants lower lead times. He also reiterated his belief that Tesla can sell all the cars it can make for the foreseeable future. Musk doesn't seem worried about demand. \n\n\n     RBC analyst Joseph Spak appeared to agree with Musk, writing Wednesday evening that he believes Tesla doesn't have a demand problem. Spak also was encouraged by increasing vehicle supply at Tesla's older plants. \n\n\n     Spak believes Tesla's plant in Fremont, Calif., can produce up to 650,000 vehicles a year, up from a prior estimate of 600,000. He sees the Shanghai facility able to produce about 750,000 units a year. Shanghai produced about 480,000 vehicles in 2021. \n\n\n     Both Yanoshik and Osborne rate Tesla shares at Hold. Osborne has a $733 price target on the stock. Yanoshik's price target is $833. \n\n\n     Spak rates shares a Buy. His price target is $1,100. Daiwa analyst Jairam Nathan also rates Tesla stock a Buy. His price target is $800. Nathan, like Spak, focused on production in his post-earnings report. \n\n\n     Tesla \"management is hopeful of exiting 2022 at close to 40,000 units/week of total production,\" wrote Nathan. That's works out to roughly 2 million vehicles a year, allowing some time for retooling and vacations. \n\n\n     Exiting the year at the 2 million unit run-rate would put Tesla on a path to grow volumes at 50% again in 2023. Still, weekly output would need to march higher over the course of 2023. Tesla is expected to deliver about 1.4 million units in 2022 -- 50% more than that is 2.1 million units. \n\n\n     Overall, 53% of analysts covering Tesla rate the stock a Buy. The average Buy-rating ratio for stocks in the S&P 500 is about 58%. The average analyst price target on Tesla is about $870 a share. \n\n\n     Coming into Thursday trading, Tesla stock has fallen about 30% this year, while the S&P 500 and Nasdaq Composite have fallen about 17% and 24%, respectively. \n\n\n     Write to Al Root at allen.root@dowjones.com \n\n\n \n\n\n$(END)$ Dow Jones Newswires\n\n\n  July 21, 2022 10:16 ET (14:16 GMT)\n\n\n  Copyright (c) 2022 Dow Jones & Company, Inc.","news_type":1,"symbols_score_info":{"TSLA":1}},"isVote":1,"tweetType":1,"viewCount":639,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9074148036,"gmtCreate":1658324109125,"gmtModify":1676536140677,"author":{"id":"4107069802859630","authorId":"4107069802859630","name":"A H Lim","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4107069802859630","authorIdStr":"4107069802859630"},"themes":[],"htmlText":"okay","listText":"okay","text":"okay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9074148036","repostId":"1179310436","repostType":4,"repost":{"id":"1179310436","kind":"news","pubTimestamp":1658306313,"share":"https://ttm.financial/m/news/1179310436?lang=en_US&edition=fundamental","pubTime":"2022-07-20 16:38","market":"us","language":"en","title":"Tesla’s Earnings Are Impossible to Predict. Watch These 2 Points Instead","url":"https://stock-news.laohu8.com/highlight/detail?id=1179310436","media":"Barrons","summary":"No one knows what to expect, or what investors will focus on, whenTeslareports its quarterlyearningson Wednesday, but the key points to watch are clear:cash flowand demand.Lockdownsin China to fight C","content":"<html><head></head><body><p>No one knows what to expect, or what investors will focus on, when Tesla reports its quarterly earnings on Wednesday, but the key points to watch are clear: cash flow and demand.</p><p>Lockdowns in China to fight Covid-19 had the effect of constraining production at Tesla (ticker: TSLA), as well as the entire Chinese auto industry, in the second quarter. The output lost at Tesla’s Shanghai plant, which is the company’s most-productive factory, makes it nearly impossible to accurately project the electric-vehicle maker’s profits.</p><p>All things considered, Tesla’ should probably earn less than what Wall Street expects. Profit forecasts for the second quarter started out at about $2.30 a share. Now they are at about $1.85, down about 20%. Forecasts for vehicles delivered, on the other hand, started out at about 350,000 units, but the company only delivered 254,695 cars during the quarter. That’s a 27% drop, seven percentage points worse than the decline in estimates.</p><p>Fewer deliveries reduce revenue, but the damage is likely to be worse in terms of profits. At any manufacturing company, percentage losses or gains in sales are typically magnified on the bottom line. Tesla, for instance, had all its fixed costs throughout the second quarter, but it didn’t have all of its production.</p><p>The setup for the second-quarter results announcement is similar to the situation <i>Barron’s</i> described before Tesla’s first-quarter results came out in April. Tesla had delivered fewer cars than Wall Street expected, but forecasts of earnings barely budged.</p><p>Still, earnings came in higher than expected, at $3.22 a share, about $1 higher than Wall Street projected. Prices for Tesla’s cars turned out to have been better than forecast and inflation didn’t raise costs as much as expected.</p><p>Inflation is still a problem, but vehicle prices continue to march higher. Prices for Tesla vehicles are up in the range of 25% to 30% year over year, according to the company’s website. Rising prices and costs may turn out to have been a wash for Tesla in the second quarter.</p><p>But in the first quarter, Chinese production was a record 182,174 units. In the second quarter, because of Covid, production fell to 112,583 cars. That matters because the Shanghai facility is the company’s lowest-cost operation.</p><p>At the same time, Tesla was ramping up production up at two new facilities, in Texas and Germany, in the second quarter. CEO Elon Musk referred to those plants as “money furnaces” in a recent interview. That could mean the process of boosting production has gone slower than expected. Tesla didn’t respond to a request for clarification of Musk’s comments.</p><p>All of those complexities mean that Tesla’s second-quarter earnings likely won’t offer a clear picture of the company’s prospects for the near and medium term. It makes more sense to focus on cash flow and order rates.</p><p>The consensus estimate for free cash flow started out the quarter at about $2 billion, but it is now at about $500 million. New Street Research analyst Pierre Ferragu believes Tesla might only break even in terms of free cash flow. That downbeat view comes from a man who rates the stock at Buy, with a target for the share price of $1,580, the highest on Wall Street, according to Bloomberg.</p><p>If Tesla turns out to have generated any free cash flow in the tough second quarter, investors should be pleased.</p><p>Orders for Tesla cars are another critical indicator, showing how well demand is holding up despite inflation, rising interest rates, and a slowing economy. “Watch the cadence of orders,” says Canaccord analyst George Gianarikas. “The good news for Tesla is they have so many orders.” The wait for a new, base-level, Model Y stretches into the first quarter of 2023.</p><p>Whether lead times are increasing or fall is a key factor for Gianarikas. He is positive about the stock, rating it at Buy. His target for the price is $801, which is 25 times his estimate of 2025 earnings per share.</p><p>Investors will probably have to wait for the earnings conference call to get details about orders and demand from management. Tune in at 5:30 p.m. Eastern time on Wednesday. Wedbush analyst Dan Ives hopes that Tesla will endorse its 50% unit growth guidance. Tesla’s goal is to grow volumes at 50% a year on average for the foreseeable future. Growth like that would put 2022 deliveries at about 1.4 million units.</p><p>Ives rates Tesla at Buy with a $1,000 price target.</p><p>Coming into Wednesday trading, Tesla stock is down about 30% so far this year, worse than the 17% and 25% comparable, respective declines of the S&amp;P 500 and Nasdaq Composite Index.</p></body></html>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla’s Earnings Are Impossible to Predict. Watch These 2 Points Instead</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla’s Earnings Are Impossible to Predict. Watch These 2 Points Instead\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-20 16:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/tesla-earnings-what-to-watch-51658170299?mod=hp_LATEST><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>No one knows what to expect, or what investors will focus on, when Tesla reports its quarterly earnings on Wednesday, but the key points to watch are clear: cash flow and demand.Lockdowns in China to ...</p>\n\n<a href=\"https://www.barrons.com/articles/tesla-earnings-what-to-watch-51658170299?mod=hp_LATEST\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/tesla-earnings-what-to-watch-51658170299?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179310436","content_text":"No one knows what to expect, or what investors will focus on, when Tesla reports its quarterly earnings on Wednesday, but the key points to watch are clear: cash flow and demand.Lockdowns in China to fight Covid-19 had the effect of constraining production at Tesla (ticker: TSLA), as well as the entire Chinese auto industry, in the second quarter. The output lost at Tesla’s Shanghai plant, which is the company’s most-productive factory, makes it nearly impossible to accurately project the electric-vehicle maker’s profits.All things considered, Tesla’ should probably earn less than what Wall Street expects. Profit forecasts for the second quarter started out at about $2.30 a share. Now they are at about $1.85, down about 20%. Forecasts for vehicles delivered, on the other hand, started out at about 350,000 units, but the company only delivered 254,695 cars during the quarter. That’s a 27% drop, seven percentage points worse than the decline in estimates.Fewer deliveries reduce revenue, but the damage is likely to be worse in terms of profits. At any manufacturing company, percentage losses or gains in sales are typically magnified on the bottom line. Tesla, for instance, had all its fixed costs throughout the second quarter, but it didn’t have all of its production.The setup for the second-quarter results announcement is similar to the situation Barron’s described before Tesla’s first-quarter results came out in April. Tesla had delivered fewer cars than Wall Street expected, but forecasts of earnings barely budged.Still, earnings came in higher than expected, at $3.22 a share, about $1 higher than Wall Street projected. Prices for Tesla’s cars turned out to have been better than forecast and inflation didn’t raise costs as much as expected.Inflation is still a problem, but vehicle prices continue to march higher. Prices for Tesla vehicles are up in the range of 25% to 30% year over year, according to the company’s website. Rising prices and costs may turn out to have been a wash for Tesla in the second quarter.But in the first quarter, Chinese production was a record 182,174 units. In the second quarter, because of Covid, production fell to 112,583 cars. That matters because the Shanghai facility is the company’s lowest-cost operation.At the same time, Tesla was ramping up production up at two new facilities, in Texas and Germany, in the second quarter. CEO Elon Musk referred to those plants as “money furnaces” in a recent interview. That could mean the process of boosting production has gone slower than expected. Tesla didn’t respond to a request for clarification of Musk’s comments.All of those complexities mean that Tesla’s second-quarter earnings likely won’t offer a clear picture of the company’s prospects for the near and medium term. It makes more sense to focus on cash flow and order rates.The consensus estimate for free cash flow started out the quarter at about $2 billion, but it is now at about $500 million. New Street Research analyst Pierre Ferragu believes Tesla might only break even in terms of free cash flow. That downbeat view comes from a man who rates the stock at Buy, with a target for the share price of $1,580, the highest on Wall Street, according to Bloomberg.If Tesla turns out to have generated any free cash flow in the tough second quarter, investors should be pleased.Orders for Tesla cars are another critical indicator, showing how well demand is holding up despite inflation, rising interest rates, and a slowing economy. “Watch the cadence of orders,” says Canaccord analyst George Gianarikas. “The good news for Tesla is they have so many orders.” The wait for a new, base-level, Model Y stretches into the first quarter of 2023.Whether lead times are increasing or fall is a key factor for Gianarikas. He is positive about the stock, rating it at Buy. His target for the price is $801, which is 25 times his estimate of 2025 earnings per share.Investors will probably have to wait for the earnings conference call to get details about orders and demand from management. Tune in at 5:30 p.m. Eastern time on Wednesday. Wedbush analyst Dan Ives hopes that Tesla will endorse its 50% unit growth guidance. Tesla’s goal is to grow volumes at 50% a year on average for the foreseeable future. Growth like that would put 2022 deliveries at about 1.4 million units.Ives rates Tesla at Buy with a $1,000 price target.Coming into Wednesday trading, Tesla stock is down about 30% so far this year, worse than the 17% and 25% comparable, respective declines of the S&P 500 and Nasdaq Composite Index.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":1050,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9075557550,"gmtCreate":1658232996470,"gmtModify":1676536125556,"author":{"id":"4107069802859630","authorId":"4107069802859630","name":"A H Lim","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4107069802859630","authorIdStr":"4107069802859630"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9075557550","repostId":"2252558245","repostType":4,"repost":{"id":"2252558245","kind":"live","pubTimestamp":1658230015,"share":"https://ttm.financial/m/news/2252558245?lang=en_US&edition=fundamental","pubTime":"2022-07-19 19:26","market":"us","language":"en","title":"Private-Equity Firm Veritas in Exclusive Talks to Buy NCR","url":"https://stock-news.laohu8.com/highlight/detail?id=2252558245","media":"The Wall Street Journal","summary":"Deal would be among the few relatively big LBOs sealed in recent months amid rising interest ratesNC","content":"<div>\n<p>Deal would be among the few relatively big LBOs sealed in recent months amid rising interest ratesNCR Corp. launched a strategic-review process earlier this year that has drawn interest from private-...</p>\n\n<a href=\"https://www.wsj.com/articles/private-equity-firm-veritas-in-exclusive-talks-to-buy-ncr-11658228400?mod=lead_feature_below_a_pos1\">Source Link</a>\n\n</div>\n","source":"wsj_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Private-Equity Firm Veritas in Exclusive Talks to Buy NCR</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\">\nPrivate-Equity Firm Veritas in Exclusive Talks to Buy NCR\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-19 19:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wsj.com/articles/private-equity-firm-veritas-in-exclusive-talks-to-buy-ncr-11658228400?mod=lead_feature_below_a_pos1><strong>The Wall Street Journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Deal would be among the few relatively big LBOs sealed in recent months amid rising interest ratesNCR Corp. launched a strategic-review process earlier this year that has drawn interest from private-...</p>\n\n<a href=\"https://www.wsj.com/articles/private-equity-firm-veritas-in-exclusive-talks-to-buy-ncr-11658228400?mod=lead_feature_below_a_pos1\">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://www.wsj.com/articles/private-equity-firm-veritas-in-exclusive-talks-to-buy-ncr-11658228400?mod=lead_feature_below_a_pos1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2252558245","content_text":"Deal would be among the few relatively big LBOs sealed in recent months amid rising interest ratesNCR Corp. launched a strategic-review process earlier this year that has drawn interest from private-equity suitors.NCR Corp. is in exclusive talks to be sold to private-equity firm Veritas Capital, according to people familiar with the matter, in what would be one of the biggest leveraged buyouts as the environment for such deals has become more perilous.A deal could still be weeks away, the people said, and it’s far from guaranteed, given that a number of LBOs have been shelved lately because of choppy financing markets.Should a deal get done, it would be one of a small number of relatively big LBOs to be sealed in recent months as rising interest rates boost the cost of deal financing. NCR has a market value of $4 billion.In recent weeks, Kohl’s Corp. and Walgreens Boots Alliance Inc. both ended strategic reviews without striking deals. Both companies cited challenges in the financing market.Software company Zendesk Inc. managed to strike a roughly $10 billion deal to be purchased by private-equity firms Permira and Hellman & Friedman LLC in late June. That deal was buoyed by private-credit providers.Founded over 130 years ago, NCR has recently been focused on diversifying its business from hardware-focused products like ATMs and self-checkout technologies to software and services for customers in banking, restaurants and retail.For the first quarter, NCR reported revenue of $1.86 billion, an increase of 21% year-over-year, but below its forecast of $1.9 billion to $1.95 billion. The company adjusted its full-year guidance down to about $8 billion in revenue, citing the effects of the war in Ukraine, inflation and the Omicron Covid-19 variant.NCR, formerly known as the National Cash Register Co. and once part of AT&T, in February launched a strategic-review process that has drawn interest from private-equity suitors. The shares have fallen with technology stocks since then and are down about 30% this year, closing at $29.10 on Monday.NCR shares jumped more than 10% in premarket trading.","news_type":1,"symbols_score_info":{"NCR":1}},"isVote":1,"tweetType":1,"viewCount":679,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9075557354,"gmtCreate":1658232925778,"gmtModify":1676536125525,"author":{"id":"4107069802859630","authorId":"4107069802859630","name":"A H Lim","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4107069802859630","authorIdStr":"4107069802859630"},"themes":[],"htmlText":"upload","listText":"upload","text":"upload","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9075557354","repostId":"1126892407","repostType":4,"isVote":1,"tweetType":1,"viewCount":1608,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9075970729,"gmtCreate":1658137870261,"gmtModify":1676536110963,"author":{"id":"4107069802859630","authorId":"4107069802859630","name":"A H Lim","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4107069802859630","authorIdStr":"4107069802859630"},"themes":[],"htmlText":"yes","listText":"yes","text":"yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9075970729","repostId":"1185408414","repostType":4,"repost":{"id":"1185408414","kind":"news","pubTimestamp":1658134447,"share":"https://ttm.financial/m/news/1185408414?lang=en_US&edition=fundamental","pubTime":"2022-07-18 16:54","market":"us","language":"en","title":"Is Alphabet A Buy After 20-For-1 Stock Split?","url":"https://stock-news.laohu8.com/highlight/detail?id=1185408414","media":"Investing.com","summary":"Alphabet is trying to widen its investment appeal through a stock splitCompany’s business fundamenta","content":"<html><head></head><body><ul><li>Alphabet is trying to widen its investment appeal through a stock split</li><li>Company’s business fundamentals matter most when making a buying decision</li><li>Google one of most-favored mega-cap tech stocks on Wall Street</li></ul><p>Starting this week, you won’t need to spend more than $2,000 to buy a share of Alphabet (NASDAQ:GOOGL). The parent of the Google search engine will complete a 20-for-1 stock split by the close next Friday in the form of a one-time special stock dividend, aiming to draw a wider audience for its shares.</p><p>Alphabet, like other mega-cap tech companies that saw their share prices soaring during the past decade, has been at a disadvantage, as its stock became expensive for retail investors. For mom-and-pop traders, a lower stock price makes it easier to buy shares rather than purchase fractional stocks through their brokerage firms.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5a26d17b68415066444a8d87b6d0d504\" tg-width=\"1724\" tg-height=\"1462\" width=\"100%\" height=\"auto\"/><span>Source: Investing.com</span></p><p>Alphabet’s 20-for-1 split would reduce the price of Class A shares to roughly $111, based on Friday’s trading price of $2,228.80.</p><p>Alphabet is one of the last large mega-cap companies to do its stock splits in the current wave. Apple (NASDAQ:AAPL), Tesla (NASDAQ:TSLA) and Amazon (NASDAQ:AMZN) all have already completed their splits during the past two years.</p><p>Technically speaking, stock splits don’t change the value of a company or its investors’ holdings. However, the split decision illustrates the growing influence of retail investors on the market in modern times and the companies’ desire to make their investment appeal wider.</p><p>That said, investors shouldn’t make their investment decisions based on stock splits. Instead, the company’s business fundamentals and its valuation matter the most. On that account, Google stock is an attractive long-term buy.</p><p><b>20% Plunge In Shares</b></p><p>Its stock, which has dropped more than 20% this year amid a widespread sell-off in tech shares, is in a much better position to withstand a looming recession that could force companies to reduce their digital ad spending, depressing Alphabet’s revenues.</p><p>According to Google’s Chief Financial Officer Ruth Porat, the second-quarter results will be impacted by the Russian war in Ukraine, a worsening macro environment, tougher comparisons against pandemic highs and changing foreign exchange rates.</p><p>Ahead of the earnings announcement later this month, some equity analysts have lowered estimates for YouTube sales in part to reflect the heightened competition from ByteDance Ltd.’s TikTok video app. Google is also facing a tougher regulatory environment in Europe. Google’s second-largest business line, its network system that runs ads elsewhere on the web, was likely limited by new regulations in Europe that restricted ad targeting.</p><p>Still, the company&#39;s diverse portfolio and its dominant position in the digital ad market make it hard to ignore.</p><p>Google’s search advertising business, the company’s main revenue driver, gained 24% in Q1, while its Cloud unit sales increased 44%, showing that the company’s efforts to catch up to market leaders  – Amazon.com and Microsoft Corp (NASDAQ:MSFT) –  are paying off.</p><p>This strength in Google’s business model is the main reason that analysts on Wall Street overwhelmingly support buying the stock at these levels. In an Investing.com survey of 52 analysts, 50 have an “outperform” rating on the stock, with a 12-month consensus price target that implies about 38% upside.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9c793527cb6fe4b37d2fcffffec808ee\" tg-width=\"1350\" tg-height=\"868\" width=\"100%\" height=\"auto\"/><span>Source: Investing.com</span></p><p>In a recent note, Bank of America said:</p><blockquote>“Alphabet has a more stable business, artificial intelligence (AI)/ machine learning (ML) advantages across the product stack, significant expense flexibility, a [management] team doing more for shareholders under new CEO (i.e. buybacks) and potential valuation support.”</blockquote><p><b>Bottom Line</b></p><p>Alphabet’s stock split decision will broaden the company’s appeal among retail investors and make a headway in the stock’s potential entry into the prestigious Dow Jones Industrial Average. In addition, Alphabet has a significant upside due to growth momentum in its cloud and other units.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Alphabet A Buy After 20-For-1 Stock Split?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Alphabet A Buy After 20-For-1 Stock Split?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-18 16:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.investing.com/analysis/is-alphabet-a-buy-after-20for1-stock-split-200627176><strong>Investing.com</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Alphabet is trying to widen its investment appeal through a stock splitCompany’s business fundamentals matter most when making a buying decisionGoogle one of most-favored mega-cap tech stocks on Wall ...</p>\n\n<a href=\"https://www.investing.com/analysis/is-alphabet-a-buy-after-20for1-stock-split-200627176\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌","GOOGL":"谷歌A"},"source_url":"https://www.investing.com/analysis/is-alphabet-a-buy-after-20for1-stock-split-200627176","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185408414","content_text":"Alphabet is trying to widen its investment appeal through a stock splitCompany’s business fundamentals matter most when making a buying decisionGoogle one of most-favored mega-cap tech stocks on Wall StreetStarting this week, you won’t need to spend more than $2,000 to buy a share of Alphabet (NASDAQ:GOOGL). The parent of the Google search engine will complete a 20-for-1 stock split by the close next Friday in the form of a one-time special stock dividend, aiming to draw a wider audience for its shares.Alphabet, like other mega-cap tech companies that saw their share prices soaring during the past decade, has been at a disadvantage, as its stock became expensive for retail investors. For mom-and-pop traders, a lower stock price makes it easier to buy shares rather than purchase fractional stocks through their brokerage firms.Source: Investing.comAlphabet’s 20-for-1 split would reduce the price of Class A shares to roughly $111, based on Friday’s trading price of $2,228.80.Alphabet is one of the last large mega-cap companies to do its stock splits in the current wave. Apple (NASDAQ:AAPL), Tesla (NASDAQ:TSLA) and Amazon (NASDAQ:AMZN) all have already completed their splits during the past two years.Technically speaking, stock splits don’t change the value of a company or its investors’ holdings. However, the split decision illustrates the growing influence of retail investors on the market in modern times and the companies’ desire to make their investment appeal wider.That said, investors shouldn’t make their investment decisions based on stock splits. Instead, the company’s business fundamentals and its valuation matter the most. On that account, Google stock is an attractive long-term buy.20% Plunge In SharesIts stock, which has dropped more than 20% this year amid a widespread sell-off in tech shares, is in a much better position to withstand a looming recession that could force companies to reduce their digital ad spending, depressing Alphabet’s revenues.According to Google’s Chief Financial Officer Ruth Porat, the second-quarter results will be impacted by the Russian war in Ukraine, a worsening macro environment, tougher comparisons against pandemic highs and changing foreign exchange rates.Ahead of the earnings announcement later this month, some equity analysts have lowered estimates for YouTube sales in part to reflect the heightened competition from ByteDance Ltd.’s TikTok video app. Google is also facing a tougher regulatory environment in Europe. Google’s second-largest business line, its network system that runs ads elsewhere on the web, was likely limited by new regulations in Europe that restricted ad targeting.Still, the company's diverse portfolio and its dominant position in the digital ad market make it hard to ignore.Google’s search advertising business, the company’s main revenue driver, gained 24% in Q1, while its Cloud unit sales increased 44%, showing that the company’s efforts to catch up to market leaders  – Amazon.com and Microsoft Corp (NASDAQ:MSFT) –  are paying off.This strength in Google’s business model is the main reason that analysts on Wall Street overwhelmingly support buying the stock at these levels. In an Investing.com survey of 52 analysts, 50 have an “outperform” rating on the stock, with a 12-month consensus price target that implies about 38% upside.Source: Investing.comIn a recent note, Bank of America said:“Alphabet has a more stable business, artificial intelligence (AI)/ machine learning (ML) advantages across the product stack, significant expense flexibility, a [management] team doing more for shareholders under new CEO (i.e. buybacks) and potential valuation support.”Bottom LineAlphabet’s stock split decision will broaden the company’s appeal among retail investors and make a headway in the stock’s potential entry into the prestigious Dow Jones Industrial Average. In addition, Alphabet has a significant upside due to growth momentum in its cloud and other units.","news_type":1,"symbols_score_info":{"GOOGL":0.9,"GOOG":0.9}},"isVote":1,"tweetType":1,"viewCount":1289,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9075064051,"gmtCreate":1658112813573,"gmtModify":1676536107679,"author":{"id":"4107069802859630","authorId":"4107069802859630","name":"A H Lim","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4107069802859630","authorIdStr":"4107069802859630"},"themes":[],"htmlText":"yes","listText":"yes","text":"yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9075064051","repostId":"2252759644","repostType":4,"isVote":1,"tweetType":1,"viewCount":825,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9075065556,"gmtCreate":1658112784975,"gmtModify":1676536107664,"author":{"id":"4107069802859630","authorId":"4107069802859630","name":"A H Lim","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4107069802859630","authorIdStr":"4107069802859630"},"themes":[],"htmlText":"thanks","listText":"thanks","text":"thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9075065556","repostId":"1130376157","repostType":4,"repost":{"id":"1130376157","kind":"news","pubTimestamp":1658109581,"share":"https://ttm.financial/m/news/1130376157?lang=en_US&edition=fundamental","pubTime":"2022-07-18 09:59","market":"hk","language":"en","title":"Hong Kong: Shares Rise at Open","url":"https://stock-news.laohu8.com/highlight/detail?id=1130376157","media":"The Business Times","summary":"STOCKS opened higher in Hong Kong on Monday (Jul 18) following a strong performance on Wall Street i","content":"<div>\n<p>STOCKS opened higher in Hong Kong on Monday (Jul 18) following a strong performance on Wall Street in response to a healthy batch of economic data.The Hang Seng Index rose 0.90 percent, or 181.86 ...</p>\n\n<a href=\"https://www.businesstimes.com.sg/stocks/hong-kong-shares-rise-at-open-5\">Source Link</a>\n\n</div>\n","source":"bustime_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Hong Kong: Shares Rise at Open</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; 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHong Kong: Shares Rise at Open\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-18 09:59 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.businesstimes.com.sg/stocks/hong-kong-shares-rise-at-open-5><strong>The Business Times</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>STOCKS opened higher in Hong Kong on Monday (Jul 18) following a strong performance on Wall Street in response to a healthy batch of economic data.The Hang Seng Index rose 0.90 percent, or 181.86 ...</p>\n\n<a href=\"https://www.businesstimes.com.sg/stocks/hong-kong-shares-rise-at-open-5\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HSI":"恒生指数"},"source_url":"https://www.businesstimes.com.sg/stocks/hong-kong-shares-rise-at-open-5","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130376157","content_text":"STOCKS opened higher in Hong Kong on Monday (Jul 18) following a strong performance on Wall Street in response to a healthy batch of economic data.The Hang Seng Index rose 0.90 percent, or 181.86 points, to 20,479.58.The Shanghai Composite Index added 0.22 percent, or 7.03 points, to 3,235.09, while the Shenzhen Composite Index on China’s second exchange gained 0.26 percent, or 5.69 points, to 2,165.68.","news_type":1,"symbols_score_info":{"HSI":0.9}},"isVote":1,"tweetType":1,"viewCount":936,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9075062764,"gmtCreate":1658112645558,"gmtModify":1676536107647,"author":{"id":"4107069802859630","authorId":"4107069802859630","name":"A H Lim","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4107069802859630","authorIdStr":"4107069802859630"},"themes":[],"htmlText":"yes","listText":"yes","text":"yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9075062764","repostId":"2251463152","repostType":4,"isVote":1,"tweetType":1,"viewCount":1176,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9071973928,"gmtCreate":1657465307664,"gmtModify":1676536010615,"author":{"id":"4107069802859630","authorId":"4107069802859630","name":"A H Lim","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4107069802859630","authorIdStr":"4107069802859630"},"themes":[],"htmlText":"selamat hari raya","listText":"selamat hari raya","text":"selamat hari raya","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9071973928","repostId":"1121190134","repostType":4,"repost":{"id":"1121190134","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":1657267168,"share":"https://ttm.financial/m/news/1121190134?lang=en_US&edition=fundamental","pubTime":"2022-07-08 15:59","market":"us","language":"en","title":"Reminder: SGX Market Will be Closed on July 11 for Hari Raya Haji","url":"https://stock-news.laohu8.com/highlight/detail?id=1121190134","media":"Tiger Newspress","summary":"Hari Raya Haji is around the corner. The Singapore market will be closed on Monday, 11 July 2022. Pl","content":"<html><head></head><body><p>Hari Raya Haji is around the corner. The Singapore market will be closed on Monday, 11 July 2022. Please take note of the trading arrangements during the holiday period and make the necessary preparations in advance.</p><p><img src=\"https://static.tigerbbs.com/008ff7c0d3215916b694fa720d59302d\" tg-width=\"1080\" tg-height=\"1080\" referrerpolicy=\"no-referrer\"/></p><table><tbody><tr></tr></tbody></table></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>Reminder: SGX Market Will be Closed on July 11 for Hari Raya Haji</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\">\nReminder: SGX Market Will be Closed on July 11 for Hari Raya Haji\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\">2022-07-08 15:59</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Hari Raya Haji is around the corner. The Singapore market will be closed on Monday, 11 July 2022. Please take note of the trading arrangements during the holiday period and make the necessary preparations in advance.</p><p><img src=\"https://static.tigerbbs.com/008ff7c0d3215916b694fa720d59302d\" tg-width=\"1080\" tg-height=\"1080\" referrerpolicy=\"no-referrer\"/></p><table><tbody><tr></tr></tbody></table></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STI.SI":"富时新加坡海峡指数"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121190134","content_text":"Hari Raya Haji is around the corner. The Singapore market will be closed on Monday, 11 July 2022. Please take note of the trading arrangements during the holiday period and make the necessary preparations in advance.","news_type":1,"symbols_score_info":{"STI.SI":0.9}},"isVote":1,"tweetType":1,"viewCount":580,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3582883416532133","authorId":"3582883416532133","name":"NewbieLeo","avatar":"https://static.tigerbbs.com/1d67674084088d7a0f8f4d8152ba870e","crmLevel":11,"crmLevelSwitch":0,"idStr":"3582883416532133","authorIdStr":"3582883416532133"},"content":"same to you","text":"same to you","html":"same to you"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9906093696,"gmtCreate":1659450082817,"gmtModify":1705980473411,"author":{"id":"4107069802859630","authorId":"4107069802859630","name":"A H Lim","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4107069802859630","authorIdStr":"4107069802859630"},"themes":[],"htmlText":"thanks for the analysis","listText":"thanks for the analysis","text":"thanks for the analysis","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9906093696","repostId":"1188690484","repostType":4,"repost":{"id":"1188690484","kind":"news","pubTimestamp":1659454673,"share":"https://ttm.financial/m/news/1188690484?lang=en_US&edition=fundamental","pubTime":"2022-08-02 23:37","market":"us","language":"en","title":"Alibaba: Be Greedy When Others Are Fearful","url":"https://stock-news.laohu8.com/highlight/detail?id=1188690484","media":"Seeking Alpha","summary":"SummaryAlibaba has grown at a 5-year CAGR of more than 42%, but the company's stock is trading at a ","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Alibaba has grown at a 5-year CAGR of more than 42%, but the company&#39;s stock is trading at a PE of about x17.</li><li>The stock is down about 70% from ATH and now trades at very attractive risk/reward levels.</li><li>Personally, I see more than 50% upside for BABA stock, as I calculate the company&#39;s fair value with a residual earnings model.</li></ul><p><b>Thesis</b></p><p>I am very bullish on Alibaba (NYSE:BABA) stock. I strongly believe that the market has priced in too much negativity and pessimism as compared to reality and investors are well advised to follow one of Buffett&#39;s key maxims:</p><blockquote>Be greedy when others are fearful.</blockquote><p>Alibaba has grown at a 5-year CAGR of more than 42%, but the company&#39;s stock is trading at a PE of about x17. This indicates a clear undervaluation.</p><p>Of course, I understand that investors are worried about a potential ADR delisting, slowing economy and crackdown on internet/tech companies. However, just like a bull market tops on the most bullish conditions, a bear market bottoms on the most bearish conditions. While investors should study and understand the risks, I personally believe that Alibaba stock will rebound strongly from current price levels of below $100/share.</p><p>Personally, I see more than 50% upside for BABA stock, as I calculate the company&#39;s fair value with a residual earnings model anchored on fundamentals and analyst consensus estimates. My target price is $133.92.</p><p><b>A Best-In-Class Company</b></p><p>Alibaba is one of the biggest e-commerce companies in the world. The company operates three main shopping sites Taobao, Tmall and Alibaba.com, which cumulatively serve some 828 million monthly active buyers (fiscal year ending March 31, 2021).</p><p>Alibaba also has stakes in multiple innovative internet/technology businesses such as Youku (video entertainment), Pony.Ai (Autonomous Driving) and most notably Ant Group (The world&#39;s biggest financial service company). Alipay serves almost the entire population in China. The platform has 1.3 billion users and 80 million merchants. Notably, the total payment volume of Alipay was more than $19 trillion in 2021.</p><p>Moreover, Alibaba is a dominant force in China&#39;s cloud market with about37% market share. China&#39;s cloud market is expected to grow at a 4-year CAGR of more than 25%, reaching $85 billion in 2026. As the market leader in China, Alibaba is poised to benefit from this super-charged cloud-growth. Cloud is also a business vertical where the company should enjoy government tailwind, as the Chinese Communist Party is actively supporting digitalization efforts of the economy and has made cloud development a key-priority in the party&#39;s5-year development plan.</p><p><b>Bullish Financials</b></p><p>In the past financial year, the Alibaba Group generated total revenues of about $134.5 billion and recorded an operating income of about $15 billion. Most notably in the past five years, from March 2017 to March 2022, Alibaba has grown at an unbelievable 5-year CAGR of 42%. For reference, this is almost double the growth rate of Amazon, which grew at a 5-year CAGR of 22% CAGR over the same period. Alibaba closed the fiscal year 2021 with 9.8 billion of net-income available to common shareholders.</p><p>Alibaba&#39;sbalance sheet is very strong: As of March 2022, the company recorded $71.7 billion of cash and cash equivalents and only $27.85 of total financial debt. This makes Alibaba a net-creditor of about $43 billion -- which is 17% of the company&#39;s market capitalization. Moreover, Alibaba&#39;s business operations, despite the strong growth, are cash-accretive. In fiscal 2021, the company generated cash from operations of $22.5 billion. Under these circumstances it should come to no surprise that the company announced a $25 billion share-buyback program, more than 10% of the outstanding shares) in March 2022.</p><p>Alibaba will announce earnings for the quarter from April to end of June on August 4th before the market open. Analyst consensus expects total revenues of $30.21 billion and EPS of $1.56.</p><p><b>The Buying Opportunity</b></p><p>Despite the strong business fundamentals, Alibaba stock suffered a spectacular sell-off. BABA shares are down about 70% from ATH as the company was pressured by multiple headwinds: ADR delisting fears, as slowing economy , Covid-19 lockdowns and an aggressive regulatory crackdown that started with the cancellation of the Ant Group IPO in November 2020.</p><p><img src=\"https://static.tigerbbs.com/c01e6eab7204bcc90b5af9aa0d87ac85\" tg-width=\"640\" tg-height=\"232\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p>Alibaba is a quality company, and the stock&#39;s undervaluation is no secret to investors. The key-question is: is the worst behind, and can investors safely invest in Alibaba stock?</p><p>I strongly believe that a safe investment does not exist. In my opinion, every investment opportunity must be judged as a function of its price. And the lower the price, the less risky an investment becomes. Thus, investing is a question of risk/reward. Given Alibaba&#39;s extremely depressed valuation - now the company&#39;s stock is trading at a PE of about x17- I argue an investment is justified.</p><p>Moreover, there are signs that all of Alibaba&#39;s headwinds are easing and the negativity surrounding the stock has peaked. China has on multiple occasions tried to communicate to investors that the internet/technology crackdown is coming to an end and is actively supporting the healthy expansion of digital platform economies.</p><p>In addition, China has vowed to push more fiscal economic support- with a special focus on digitalization. While western economies are hawkish on fiscal and monetary stimulus - ending a decade long easing cycle, China is one of the few economies that appears to start a new stimulus cycle.</p><p>Analysts agree with the bullish thesis. In general, analysts are very bullish on Alibaba stock. Based on ratings of 44 analysts, 33 analysts give a Strong Buy rating, 8 are Buy rated and 3 assign a Hold recommendation. There is no Sell or Strong Sell rating. The average price target is $155.47/share, indicating more than 70% upside.</p><p><img src=\"https://static.tigerbbs.com/8fa3c940aeeed4780c87b1ca71bdb180\" tg-width=\"640\" tg-height=\"228\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p><b>Residual Earnings Valuation</b></p><p>Let us now look at the valuation. What could be a fair per-share value for Alibaba stock? To answer the question, I have constructed a Residual Earnings framework and anchor on the following assumptions:</p><ul><li>To forecast EPS, I anchor on consensus analyst forecast as available on the Bloomberg Terminal &#39;till 2025. In my opinion, any estimate beyond 2025 is too speculative to include in a valuation framework. But for 2-3 years, analyst consensus is usually quite precise.</li><li>To estimate the cost of capital, I use the WACC framework. I model a three-year regression against the Hang Seng to find the stock&#39;s beta. For the risk-free rate, I used the U.S. 10-year treasury yield as of July 22nd, 2022. My calculation indicates a fair WACC of about 9.8%. I adjust upward to 12% in order to reflect the company&#39;s idiosyncratic market risk.</li><li>To derive Baidu&#39;s tax rate, I extrapolate the 3-year average effective tax-rate from 2019, 2020 and 2021.</li><li>For the terminal growth rate, I apply expected nominal GDP growth plus one percentage point to reflect a favorable growth outlook for Alibaba&#39;s high-potential initiatives</li><li>I do not model any share buyback further supporting a conservative valuation.</li></ul><p>Based on the above assumptions, my calculation returns a base-case target price for Alibaba of $133.92/share, implying material upside of more than 50%.</p><p><img src=\"https://static.tigerbbs.com/b7cb860aca7fa48ef2afe7e265d3effa\" tg-width=\"640\" tg-height=\"229\" referrerpolicy=\"no-referrer\"/></p><p>Analyst Consensus EPS; Author&#39;s Calculation</p><p>I understand that investors might have different assumptions with regards to Alibaba&#39;s required return and terminal business growth. Thus, I also enclose a sensitivity table to test varying assumptions. For reference, red-cells imply an overvaluation as compared to the current market price, and green-cells imply an undervaluation. Notably, all tested combinations imply an undervaluation!</p><p><img src=\"https://static.tigerbbs.com/62ba3323a1f09e75477921298d84cbf8\" tg-width=\"640\" tg-height=\"154\" referrerpolicy=\"no-referrer\"/></p><p>Analyst Consensus EPS; Author&#39;s Calculation</p><p><b>Investment Risks</b></p><p>Investors should be aware of the following downside risks that might cause Alibaba stock to materially deviate from my base-case target price of $133.92/share:</p><p>First, the economy is currently pressured by multiple headwinds including inflation, real-estate crisis and COVID-19 lockdowns. If the economy would slow more than what is expected and priced in, investors should adjust expectations for Alibaba&#39;s short/mid-term business monetization accordingly.</p><p>Secondly, China&#39;s internet/tech companies are strongly exposed to regulatory risk. While the worst seems to be behind us, the elevated risk exposure persists -- and will arguably never completely fade.</p><p>Third, much of BABA&#39;s share price volatility is currently driven by investor sentiment towards Chinese ADRs and risk assets. Thus, BABA stock price might show strong price volatility even though the company&#39;s business fundamentals remain unchanged.</p><p><b>Conclusion</b></p><p>Alibaba stock is down 70% from ATH, but the company remains a global powerhouse with enormous long-term potential. Trading at a PE of below x17, despite growing like a start-up, I argue Alibaba&#39;s sell-off could offer long-term focused investors, that can stomach short term share-price volatility, a generational buying opportunity.</p><p>Personally, I see more than 50% upside for BABA stock, despite cautious and conservative valuation assumptions. Strong Buy.</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: Be Greedy When Others Are Fearful</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: Be Greedy When Others Are Fearful\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-02 23:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4528176-alibaba-be-greedy-when-others-fearful><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAlibaba has grown at a 5-year CAGR of more than 42%, but the company's stock is trading at a PE of about x17.The stock is down about 70% from ATH and now trades at very attractive risk/reward ...</p>\n\n<a href=\"https://seekingalpha.com/article/4528176-alibaba-be-greedy-when-others-fearful\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"https://seekingalpha.com/article/4528176-alibaba-be-greedy-when-others-fearful","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188690484","content_text":"SummaryAlibaba has grown at a 5-year CAGR of more than 42%, but the company's stock is trading at a PE of about x17.The stock is down about 70% from ATH and now trades at very attractive risk/reward levels.Personally, I see more than 50% upside for BABA stock, as I calculate the company's fair value with a residual earnings model.ThesisI am very bullish on Alibaba (NYSE:BABA) stock. I strongly believe that the market has priced in too much negativity and pessimism as compared to reality and investors are well advised to follow one of Buffett's key maxims:Be greedy when others are fearful.Alibaba has grown at a 5-year CAGR of more than 42%, but the company's stock is trading at a PE of about x17. This indicates a clear undervaluation.Of course, I understand that investors are worried about a potential ADR delisting, slowing economy and crackdown on internet/tech companies. However, just like a bull market tops on the most bullish conditions, a bear market bottoms on the most bearish conditions. While investors should study and understand the risks, I personally believe that Alibaba stock will rebound strongly from current price levels of below $100/share.Personally, I see more than 50% upside for BABA stock, as I calculate the company's fair value with a residual earnings model anchored on fundamentals and analyst consensus estimates. My target price is $133.92.A Best-In-Class CompanyAlibaba is one of the biggest e-commerce companies in the world. The company operates three main shopping sites Taobao, Tmall and Alibaba.com, which cumulatively serve some 828 million monthly active buyers (fiscal year ending March 31, 2021).Alibaba also has stakes in multiple innovative internet/technology businesses such as Youku (video entertainment), Pony.Ai (Autonomous Driving) and most notably Ant Group (The world's biggest financial service company). Alipay serves almost the entire population in China. The platform has 1.3 billion users and 80 million merchants. Notably, the total payment volume of Alipay was more than $19 trillion in 2021.Moreover, Alibaba is a dominant force in China's cloud market with about37% market share. China's cloud market is expected to grow at a 4-year CAGR of more than 25%, reaching $85 billion in 2026. As the market leader in China, Alibaba is poised to benefit from this super-charged cloud-growth. Cloud is also a business vertical where the company should enjoy government tailwind, as the Chinese Communist Party is actively supporting digitalization efforts of the economy and has made cloud development a key-priority in the party's5-year development plan.Bullish FinancialsIn the past financial year, the Alibaba Group generated total revenues of about $134.5 billion and recorded an operating income of about $15 billion. Most notably in the past five years, from March 2017 to March 2022, Alibaba has grown at an unbelievable 5-year CAGR of 42%. For reference, this is almost double the growth rate of Amazon, which grew at a 5-year CAGR of 22% CAGR over the same period. Alibaba closed the fiscal year 2021 with 9.8 billion of net-income available to common shareholders.Alibaba'sbalance sheet is very strong: As of March 2022, the company recorded $71.7 billion of cash and cash equivalents and only $27.85 of total financial debt. This makes Alibaba a net-creditor of about $43 billion -- which is 17% of the company's market capitalization. Moreover, Alibaba's business operations, despite the strong growth, are cash-accretive. In fiscal 2021, the company generated cash from operations of $22.5 billion. Under these circumstances it should come to no surprise that the company announced a $25 billion share-buyback program, more than 10% of the outstanding shares) in March 2022.Alibaba will announce earnings for the quarter from April to end of June on August 4th before the market open. Analyst consensus expects total revenues of $30.21 billion and EPS of $1.56.The Buying OpportunityDespite the strong business fundamentals, Alibaba stock suffered a spectacular sell-off. BABA shares are down about 70% from ATH as the company was pressured by multiple headwinds: ADR delisting fears, as slowing economy , Covid-19 lockdowns and an aggressive regulatory crackdown that started with the cancellation of the Ant Group IPO in November 2020.Seeking AlphaAlibaba is a quality company, and the stock's undervaluation is no secret to investors. The key-question is: is the worst behind, and can investors safely invest in Alibaba stock?I strongly believe that a safe investment does not exist. In my opinion, every investment opportunity must be judged as a function of its price. And the lower the price, the less risky an investment becomes. Thus, investing is a question of risk/reward. Given Alibaba's extremely depressed valuation - now the company's stock is trading at a PE of about x17- I argue an investment is justified.Moreover, there are signs that all of Alibaba's headwinds are easing and the negativity surrounding the stock has peaked. China has on multiple occasions tried to communicate to investors that the internet/technology crackdown is coming to an end and is actively supporting the healthy expansion of digital platform economies.In addition, China has vowed to push more fiscal economic support- with a special focus on digitalization. While western economies are hawkish on fiscal and monetary stimulus - ending a decade long easing cycle, China is one of the few economies that appears to start a new stimulus cycle.Analysts agree with the bullish thesis. In general, analysts are very bullish on Alibaba stock. Based on ratings of 44 analysts, 33 analysts give a Strong Buy rating, 8 are Buy rated and 3 assign a Hold recommendation. There is no Sell or Strong Sell rating. The average price target is $155.47/share, indicating more than 70% upside.Seeking AlphaResidual Earnings ValuationLet us now look at the valuation. What could be a fair per-share value for Alibaba stock? To answer the question, I have constructed a Residual Earnings framework and anchor on the following assumptions:To forecast EPS, I anchor on consensus analyst forecast as available on the Bloomberg Terminal 'till 2025. In my opinion, any estimate beyond 2025 is too speculative to include in a valuation framework. But for 2-3 years, analyst consensus is usually quite precise.To estimate the cost of capital, I use the WACC framework. I model a three-year regression against the Hang Seng to find the stock's beta. For the risk-free rate, I used the U.S. 10-year treasury yield as of July 22nd, 2022. My calculation indicates a fair WACC of about 9.8%. I adjust upward to 12% in order to reflect the company's idiosyncratic market risk.To derive Baidu's tax rate, I extrapolate the 3-year average effective tax-rate from 2019, 2020 and 2021.For the terminal growth rate, I apply expected nominal GDP growth plus one percentage point to reflect a favorable growth outlook for Alibaba's high-potential initiativesI do not model any share buyback further supporting a conservative valuation.Based on the above assumptions, my calculation returns a base-case target price for Alibaba of $133.92/share, implying material upside of more than 50%.Analyst Consensus EPS; Author's CalculationI understand that investors might have different assumptions with regards to Alibaba's required return and terminal business growth. Thus, I also enclose a sensitivity table to test varying assumptions. For reference, red-cells imply an overvaluation as compared to the current market price, and green-cells imply an undervaluation. Notably, all tested combinations imply an undervaluation!Analyst Consensus EPS; Author's CalculationInvestment RisksInvestors should be aware of the following downside risks that might cause Alibaba stock to materially deviate from my base-case target price of $133.92/share:First, the economy is currently pressured by multiple headwinds including inflation, real-estate crisis and COVID-19 lockdowns. If the economy would slow more than what is expected and priced in, investors should adjust expectations for Alibaba's short/mid-term business monetization accordingly.Secondly, China's internet/tech companies are strongly exposed to regulatory risk. While the worst seems to be behind us, the elevated risk exposure persists -- and will arguably never completely fade.Third, much of BABA's share price volatility is currently driven by investor sentiment towards Chinese ADRs and risk assets. Thus, BABA stock price might show strong price volatility even though the company's business fundamentals remain unchanged.ConclusionAlibaba stock is down 70% from ATH, but the company remains a global powerhouse with enormous long-term potential. Trading at a PE of below x17, despite growing like a start-up, I argue Alibaba's sell-off could offer long-term focused investors, that can stomach short term share-price volatility, a generational buying opportunity.Personally, I see more than 50% upside for BABA stock, despite cautious and conservative valuation assumptions. Strong Buy.","news_type":1,"symbols_score_info":{"BABA":0.9,"09988":0.9}},"isVote":1,"tweetType":1,"viewCount":3772,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9075064051,"gmtCreate":1658112813573,"gmtModify":1676536107679,"author":{"id":"4107069802859630","authorId":"4107069802859630","name":"A H Lim","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4107069802859630","authorIdStr":"4107069802859630"},"themes":[],"htmlText":"yes","listText":"yes","text":"yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9075064051","repostId":"2252759644","repostType":4,"isVote":1,"tweetType":1,"viewCount":825,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9075557354,"gmtCreate":1658232925778,"gmtModify":1676536125525,"author":{"id":"4107069802859630","authorId":"4107069802859630","name":"A H Lim","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4107069802859630","authorIdStr":"4107069802859630"},"themes":[],"htmlText":"upload","listText":"upload","text":"upload","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9075557354","repostId":"1126892407","repostType":4,"isVote":1,"tweetType":1,"viewCount":1608,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9078527094,"gmtCreate":1657719510618,"gmtModify":1676536050717,"author":{"id":"4107069802859630","authorId":"4107069802859630","name":"A H Lim","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4107069802859630","authorIdStr":"4107069802859630"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9078527094","repostId":"1122742419","repostType":4,"repost":{"id":"1122742419","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":1657719175,"share":"https://ttm.financial/m/news/1122742419?lang=en_US&edition=fundamental","pubTime":"2022-07-13 21:32","market":"us","language":"en","title":"Dow Sinks 300 Points on the Back of June’s Hot Inflation Report","url":"https://stock-news.laohu8.com/highlight/detail?id=1122742419","media":"Tiger Newspress","summary":"U.S. Stock futures slid on Wednesday after June inflation data came in hotter-than-expected, contrib","content":"<html><head></head><body><p>U.S. Stock futures slid on Wednesday after June inflation data came in hotter-than-expected, contributing to growing fears that the Federal Reserve will get more aggressive in its fight to tame rising prices.</p><p>Futures tied Dow Jones Industrial Average dropped 300 points, or 0.98%. S&amp;P 500 futures fell 1.27% and Nasdaq 100 futures lost 1.78%.</p><p>“There’s no spinning this, other than the Fed has to get more aggressive near term and crush demand. that cements a recession now, ” said Liz Ann Sonders of Charles Schwab. “I think a recession is an inevitability.”</p><p>The consumer price index rose 9.1% on a year-over-year basis in June, coming in even higher than May’s 8.6% reading, which was the biggest increase since 1981. Economists surveyed by Dow Jones’ had anticipated an 8.8% print.</p><p>Core CPI, which excludes food and energy prices, came in at 5.9% and above the 5.7% estimate.</p><p>“The market is anticipating that June will be the new peak,” said Lindsey Bell, Ally’s chief markets and money strategist. “The reading is likely to confirm what the jobs report on Friday told us – that the Fed will stick to their aggressive rate tightening timeline.”</p><p>The hot reading could prompt the central bank to hike another 75 basis points during this month’s meeting or raise expectations of an even larger increase to tame surging prices. Last month, the Fed raised its benchmark interest rates three-quarters of a percentage point to a range of 1.5%-1.75% in its most aggressive hike since 1994.</p><p>“The core is chugging along at a frightening clip,” said Michael Schumacher at Wells Fargo.</p><p>Fed funds futures are now pricing in an 81 basis points rate hike for July. That would indicate that some in the market expect a rate hike of more than 75 basis points, and 100 could happen.</p><p>“With core running this strong, the Fed can’t ignore that. This is a bad number,” he said.</p><p>Treasury yields and the dollar surged on the news. The 10-year rate added 7 basis points to trade at 3.03%, while the 2-year jumped 11 basis points to 3.16% as the euro fell below parity with the U.S. dollar.</p><p>Along with inflation data, investors on Wednesday continued to monitor second-quarter earnings for clues into the health of U.S. companies. Delta Air Lines shares slipped 3.5% in premarket trading after posting mixed results. Major banks including JPMorgan and Morgan Stanley are slated to post results Thursday.</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>Dow Sinks 300 Points on the Back of June’s Hot Inflation Report</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\">\nDow Sinks 300 Points on the Back of June’s Hot Inflation Report\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\">2022-07-13 21:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. Stock futures slid on Wednesday after June inflation data came in hotter-than-expected, contributing to growing fears that the Federal Reserve will get more aggressive in its fight to tame rising prices.</p><p>Futures tied Dow Jones Industrial Average dropped 300 points, or 0.98%. S&amp;P 500 futures fell 1.27% and Nasdaq 100 futures lost 1.78%.</p><p>“There’s no spinning this, other than the Fed has to get more aggressive near term and crush demand. that cements a recession now, ” said Liz Ann Sonders of Charles Schwab. “I think a recession is an inevitability.”</p><p>The consumer price index rose 9.1% on a year-over-year basis in June, coming in even higher than May’s 8.6% reading, which was the biggest increase since 1981. Economists surveyed by Dow Jones’ had anticipated an 8.8% print.</p><p>Core CPI, which excludes food and energy prices, came in at 5.9% and above the 5.7% estimate.</p><p>“The market is anticipating that June will be the new peak,” said Lindsey Bell, Ally’s chief markets and money strategist. “The reading is likely to confirm what the jobs report on Friday told us – that the Fed will stick to their aggressive rate tightening timeline.”</p><p>The hot reading could prompt the central bank to hike another 75 basis points during this month’s meeting or raise expectations of an even larger increase to tame surging prices. Last month, the Fed raised its benchmark interest rates three-quarters of a percentage point to a range of 1.5%-1.75% in its most aggressive hike since 1994.</p><p>“The core is chugging along at a frightening clip,” said Michael Schumacher at Wells Fargo.</p><p>Fed funds futures are now pricing in an 81 basis points rate hike for July. That would indicate that some in the market expect a rate hike of more than 75 basis points, and 100 could happen.</p><p>“With core running this strong, the Fed can’t ignore that. This is a bad number,” he said.</p><p>Treasury yields and the dollar surged on the news. The 10-year rate added 7 basis points to trade at 3.03%, while the 2-year jumped 11 basis points to 3.16% as the euro fell below parity with the U.S. dollar.</p><p>Along with inflation data, investors on Wednesday continued to monitor second-quarter earnings for clues into the health of U.S. companies. Delta Air Lines shares slipped 3.5% in premarket trading after posting mixed results. Major banks including JPMorgan and Morgan Stanley are slated to post results Thursday.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122742419","content_text":"U.S. Stock futures slid on Wednesday after June inflation data came in hotter-than-expected, contributing to growing fears that the Federal Reserve will get more aggressive in its fight to tame rising prices.Futures tied Dow Jones Industrial Average dropped 300 points, or 0.98%. S&P 500 futures fell 1.27% and Nasdaq 100 futures lost 1.78%.“There’s no spinning this, other than the Fed has to get more aggressive near term and crush demand. that cements a recession now, ” said Liz Ann Sonders of Charles Schwab. “I think a recession is an inevitability.”The consumer price index rose 9.1% on a year-over-year basis in June, coming in even higher than May’s 8.6% reading, which was the biggest increase since 1981. Economists surveyed by Dow Jones’ had anticipated an 8.8% print.Core CPI, which excludes food and energy prices, came in at 5.9% and above the 5.7% estimate.“The market is anticipating that June will be the new peak,” said Lindsey Bell, Ally’s chief markets and money strategist. “The reading is likely to confirm what the jobs report on Friday told us – that the Fed will stick to their aggressive rate tightening timeline.”The hot reading could prompt the central bank to hike another 75 basis points during this month’s meeting or raise expectations of an even larger increase to tame surging prices. Last month, the Fed raised its benchmark interest rates three-quarters of a percentage point to a range of 1.5%-1.75% in its most aggressive hike since 1994.“The core is chugging along at a frightening clip,” said Michael Schumacher at Wells Fargo.Fed funds futures are now pricing in an 81 basis points rate hike for July. That would indicate that some in the market expect a rate hike of more than 75 basis points, and 100 could happen.“With core running this strong, the Fed can’t ignore that. This is a bad number,” he said.Treasury yields and the dollar surged on the news. The 10-year rate added 7 basis points to trade at 3.03%, while the 2-year jumped 11 basis points to 3.16% as the euro fell below parity with the U.S. dollar.Along with inflation data, investors on Wednesday continued to monitor second-quarter earnings for clues into the health of U.S. companies. Delta Air Lines shares slipped 3.5% in premarket trading after posting mixed results. Major banks including JPMorgan and Morgan Stanley are slated to post results Thursday.","news_type":1,"symbols_score_info":{".IXIC":0.9,".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":734,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9071245175,"gmtCreate":1657547156097,"gmtModify":1676536023144,"author":{"id":"4107069802859630","authorId":"4107069802859630","name":"A H Lim","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4107069802859630","authorIdStr":"4107069802859630"},"themes":[],"htmlText":"okay","listText":"okay","text":"okay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9071245175","repostId":"1171662108","repostType":4,"isVote":1,"tweetType":1,"viewCount":562,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9906632418,"gmtCreate":1659533427536,"gmtModify":1705981311532,"author":{"id":"4107069802859630","authorId":"4107069802859630","name":"A H Lim","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4107069802859630","authorIdStr":"4107069802859630"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9906632418","repostId":"2256024965","repostType":4,"isVote":1,"tweetType":1,"viewCount":2524,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9077732046,"gmtCreate":1658577245785,"gmtModify":1676536178624,"author":{"id":"4107069802859630","authorId":"4107069802859630","name":"A H Lim","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4107069802859630","authorIdStr":"4107069802859630"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9077732046","repostId":"2253658190","repostType":4,"repost":{"id":"2253658190","kind":"highlight","pubTimestamp":1658535269,"share":"https://ttm.financial/m/news/2253658190?lang=en_US&edition=fundamental","pubTime":"2022-07-23 08:14","market":"us","language":"en","title":"What Is Going on With Alphabet Stock Friday?","url":"https://stock-news.laohu8.com/highlight/detail?id=2253658190","media":"InvestorPlace","summary":"Alphabet dropped more than 5% today as investors priced in poor earnings from other ad-related compa","content":"<div>\n<p>Alphabet dropped more than 5% today as investors priced in poor earnings from other ad-related companies.Additionally, concerns around the potential for fines out of the U.K. have investors on edge....</p>\n\n<a href=\"https://investorplace.com/2022/07/what-is-going-on-with-alphabet-goog-stock-today/\">Source Link</a>\n\n</div>\n","source":"investorplace","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>What Is Going on With Alphabet Stock Friday?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhat Is Going on With Alphabet Stock Friday?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-23 08:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/07/what-is-going-on-with-alphabet-goog-stock-today/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Alphabet dropped more than 5% today as investors priced in poor earnings from other ad-related companies.Additionally, concerns around the potential for fines out of the U.K. have investors on edge....</p>\n\n<a href=\"https://investorplace.com/2022/07/what-is-going-on-with-alphabet-goog-stock-today/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","GOOG":"谷歌"},"source_url":"https://investorplace.com/2022/07/what-is-going-on-with-alphabet-goog-stock-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2253658190","content_text":"Alphabet dropped more than 5% today as investors priced in poor earnings from other ad-related companies.Additionally, concerns around the potential for fines out of the U.K. have investors on edge.With the company's stock split officially in the rearview mirror, investors are finding few catalysts on the horizon.For investors in Alphabet (NASDAQ:GOOG, NASDAQ:GOOGL), it’s been a trying year. Yes, there have been some flurries of hope for this mega-cap online tech player. However, GOOG stock has underperformed the expectations of many investors, now down more than 25% on a year-to-date basis.Today, GOOG stock is down another 7% as investors price in a flurry of catalysts.The first is a lackluster earnings report from social media company Snap. The parent company of Snapchat reported some rather dismal numbers, missing estimates and posting a wider-than-expected free cash flow loss. Accordingly, concerns around digital ad spending are growing. This is a pertinent issue for companies such as Alphabet, whose Google division provides the lion’s share of revenues and cash flows.Other key drivers that appear to be in play today are concerns around compensation for fraud victims in the U.K., as well as the potential that post-stock split, GOOG stock doesn’t really have much in the way of positive catalysts to take this stock higher.Let’s dive into what to make of today’s impressive move in Alphabet.Is GOOG Stock a Buy on Today’s Impressive Decline?Seeing a mega-cap stock like Alphabet lose more than 7% of its value in a single day is indeed a big move. With billions of dollars of valuation wiped out, investors may consider this stock a great buy. After all, the company now trades around 18 times earnings following this decline.However, there are plenty of headwinds investors are factoring in right now. Earnings for other digital ad-oriented companies are getting hit hard. And while Google’s underlying business model is fundamentally different from Snap’s, it’s clear that investors are taking a cautious approach to this sector right now.Accordingly, while it is interesting to see GOOG stock trade around the $107 mark (at the time of writing), the fact that this stock split has officially happened takes away one of the key non-fundamental drivers Alphabet had. In the absence of other catalysts, investors appear to have lost interest. In this market, that can mean significant near-term downside pressure, such as what we’re seeing today.While I think GOOG stock is a great long-term bet, it may be a bumpy few months ahead. Until we get an indication of where this economy is heading, it’s likely going to be turbulent for all stocks. Indeed, seeing Alphabet drop as it has today should be an indication of this for investors.","news_type":1,"symbols_score_info":{"GOOGL":1,"GOOG":1}},"isVote":1,"tweetType":1,"viewCount":3634,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9075062764,"gmtCreate":1658112645558,"gmtModify":1676536107647,"author":{"id":"4107069802859630","authorId":"4107069802859630","name":"A H Lim","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4107069802859630","authorIdStr":"4107069802859630"},"themes":[],"htmlText":"yes","listText":"yes","text":"yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9075062764","repostId":"2251463152","repostType":4,"isVote":1,"tweetType":1,"viewCount":1176,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9071245241,"gmtCreate":1657547200283,"gmtModify":1676536023152,"author":{"id":"4107069802859630","authorId":"4107069802859630","name":"A H Lim","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4107069802859630","authorIdStr":"4107069802859630"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9071245241","repostId":"1173693566","repostType":4,"isVote":1,"tweetType":1,"viewCount":895,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}