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SandDust
SandDust
·
2023-04-07
I will go for Microsoft
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SandDust
SandDust
·
2023-03-19
Should sell to Middle East instead
Credit Suisse Said to Push Back Against UBS’s $1 Billion Offer
UBS Group AG is offering to buy Credit Suisse Group AG for as much as $1 billion, a deal that the tr
Credit Suisse Said to Push Back Against UBS’s $1 Billion Offer
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SandDust
SandDust
·
2023-03-09
What happen?
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SandDust
SandDust
·
2023-02-06
I like this company, well managed
MSFT Stock Outlook: Don’t Count on Microsoft to Win Big This Year
Microsoft(MSFT) recently showed lackluster revenue growth.Microsoft’s forward guidance shouldn’t ins
MSFT Stock Outlook: Don’t Count on Microsoft to Win Big This Year
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SandDust
SandDust
·
2023-02-05
Hong Kong bull just starting the engine
Alibaba Has Surged so Far in 2023. Is It Still a Buy Here?
Shares of the Chinese tech giant Alibaba (NYSE:BABA) have recorded a great start to 2023, adding to
Alibaba Has Surged so Far in 2023. Is It Still a Buy Here?
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SandDust
SandDust
·
2023-01-22
Going to be nasty
Microsoft Kicks Off Tech Earnings Set to Slump Most Since 2016
Tech companies are cutting costs into crucial reporting seasonAnalysts have slashed earnings estimat
Microsoft Kicks Off Tech Earnings Set to Slump Most Since 2016
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SandDust
SandDust
·
2023-01-14
Thanks for sharing
Tesla: Are Price Cuts The Canary In The Coal Mine?
SummaryTesla, Inc.'s recent price cuts should reduce its heralded operating margins.The U.S. price c
Tesla: Are Price Cuts The Canary In The Coal Mine?
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SandDust
SandDust
·
2022-12-29
Pay up or leave
Exxon Sues EU in Move to Block New Windfall Tax on Oil Companies
U.S. oil major Exxon Mobil Corp is suing the European Union in a bid to force it to scrap the bloc's
Exxon Sues EU in Move to Block New Windfall Tax on Oil Companies
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SandDust
SandDust
·
2022-12-28
Cool
China’s EV Exports Won’t Be a Mostly Tesla Story for Much Longer
Auto exports from China have surged this year as domestic automakers look toestablish themselvesbeyo
China’s EV Exports Won’t Be a Mostly Tesla Story for Much Longer
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SandDust
SandDust
·
2022-12-27
He always keep his promise. So the selling should stop now and hopefully it goes up
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UBS also insisted on a material adverse change that voids the deal if its credit default spreads jump by 100 basis points or more, the Financial Times reported. Credit Suisse closed down 8% to 1.86 francs at the close on Friday.Swiss authorities are seeking to broker a deal that would address a rout in Credit Suisse that sent shock waves across the global financial system over the past week when panicked investors dumped its shares and bonds following the collapse of several smaller US lenders. A liquidity backstop by the Swiss central bank briefly arrested the declines, but the market drama carries the risk that clients or counterparties would continue fleeing, with potential ramifications for the broader industry.The complex discussions over what would be the first combination of two global systemically important banks since the financial crisis have seen Swiss and US authorities weigh in, according to people with knowledge of the matter. Talks accelerated Saturday, with all sides pushing for a solution that can be executed quickly after a week that saw clients pull money and counterparties step back from some dealings with Credit Suisse.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1357,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949364343,"gmtCreate":1678373139682,"gmtModify":1678373143060,"author":{"id":"3581331938298103","authorId":"3581331938298103","name":"SandDust","avatar":"https://static.tigerbbs.com/ea6083d742fc232449a625fb122842c8","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581331938298103","idStr":"3581331938298103"},"themes":[],"htmlText":"What happen?","listText":"What happen?","text":"What happen?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949364343","repostId":"1141075583","repostType":2,"isVote":1,"tweetType":1,"viewCount":1308,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9955461765,"gmtCreate":1675682020657,"gmtModify":1675682024539,"author":{"id":"3581331938298103","authorId":"3581331938298103","name":"SandDust","avatar":"https://static.tigerbbs.com/ea6083d742fc232449a625fb122842c8","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581331938298103","idStr":"3581331938298103"},"themes":[],"htmlText":"I like this company, well managed","listText":"I like this company, well managed","text":"I like this company, well managed","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9955461765","repostId":"1106492753","repostType":2,"repost":{"id":"1106492753","kind":"news","pubTimestamp":1675670865,"share":"https://ttm.financial/m/news/1106492753?lang=&edition=full_marsco","pubTime":"2023-02-06 16:07","market":"us","language":"en","title":"MSFT Stock Outlook: Don’t Count on Microsoft to Win Big This Year","url":"https://stock-news.laohu8.com/highlight/detail?id=1106492753","media":"InvestorPlace","summary":"Microsoft(MSFT) recently showed lackluster revenue growth.Microsoft’s forward guidance shouldn’t ins","content":"<html><head></head><body><ul><li><b>Microsoft</b>(<b><u>MSFT</u></b>) recently showed lackluster revenue growth.</li><li>Microsoft’s forward guidance shouldn’t inspire confidence among prospective investors.</li><li>It’s fine to adopt a watch-and-wait policy with MSFT stock.</li></ul><p>Will <b>Microsoft</b> (NASDAQ: <b><u>MSFT</u></b>) demonstrate powerful growth in 2023? Anything is possible, but there isn’t strong evidence that MSFT stock will be a big winner this year. Both the recent financial data and Microsoft’s outlook for the future suggest that the company could disappoint hope-fueled investors.</p><p>The outlook is uncertain as Microsoft plans to cut 10,000 jobs, roughly 5% of the company’s workforce. At the same time, Microsoft’s commitment to cost reduction might be called into question. There’s a hefty price to pay, as the company’s job cuts will reportedly result in a $1.2 billion charge in Microsoft’s second fiscal quarter.</p><p>Plus, a costly workforce reduction isn’t Microsoft’s only concern. So, before you jump into the long side of the trade, take a close look at Microsoft’s less-than-stellar outlook for the near future.</p><p><b>Microsoft’s CFO Issues a Warning</b></p><p>You know it’s probably not a good sign when a company’s executive uses words like “caution” and “moderating consumption growth.” Regarding Microsoft’s financial results for the company’s second quarter of fiscal 2023, the company’s CFO, Amy Hood, made statements that investors need to pay attention to.</p><p>Hood acknowledged that she’s “seeing customers exercise caution,” which is presumably a warning about a potential slowdown in purchases in Microsoft’s products and services. This, Hood added, led to “moderating consumption growth in Azure and lower-than-expected growth in new business” in December.</p><p>Hood’s commentary doesn’t get any better from there. Apparently, she anticipates the “business trends that we saw at the end of December” to continue into the current quarter. Obviously, those business trends weren’t positive, so Hood’s warning should be duly noted.</p><p><b>Fiscal Results and Outlook Don’t Bode Well for MSFT Stock</b></p><p>Overall, Microsoft’s Q2 FY2023 isn’t encouraging. On a year-over-year basis, the company’s revenue of $52.7 billion only grew 2% and fell short of Wall Street’s consensus estimate of $53.1 billion.</p><p>Using GAAP measurements, Microsoft’s operating income fell 8%. Moreover, the company’s net income declined by 12%, and its diluted earnings per share decreased by 11%. So, there’s not really anything for Microsoft to brag about here.</p><p>What’s the short-term outlook for Microsoft, then? It’s not very exciting, as the company expects to generate current-quarter revenue of $50.5 billion to $51.5 billion. This range falls below Wall Street’s consensus estimate of $52.4 billion. Apparently, Microsoft’s management doesn’t expect anything spectacular to happen in early 2023.</p><p><b>What You Can Do Now</b></p><p>None of this is to suggest that Microsoft is a dying business. Yet, the company’s layoffs might indicate a red flag. Also, it’s not a great sign that Microsoft’s CEO is talking about customers exercising “caution.”</p><p>On top of all that, prospective investors should take a hard look at Microsoft’s recently released financial data. The results aren’t anything to write home about.</p><p>Indeed, some of the stats indicate deceleration, and Microsoft’s forward revenue guidance isn’t very optimistic. Therefore, investors can choose to avoid MSFT stock for the time being, and think about revisiting it later this year.</p></body></html>","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>MSFT Stock Outlook: Don’t Count on Microsoft to Win Big This Year</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\">\nMSFT Stock Outlook: Don’t Count on Microsoft to Win Big This Year\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-06 16:07 GMT+8 <a href=https://investorplace.com/market360/2023/02/dont-count-on-msft-stock-to-win-big-this-year/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Microsoft(MSFT) recently showed lackluster revenue growth.Microsoft’s forward guidance shouldn’t inspire confidence among prospective investors.It’s fine to adopt a watch-and-wait policy with MSFT ...</p>\n\n<a href=\"https://investorplace.com/market360/2023/02/dont-count-on-msft-stock-to-win-big-this-year/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"source_url":"https://investorplace.com/market360/2023/02/dont-count-on-msft-stock-to-win-big-this-year/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106492753","content_text":"Microsoft(MSFT) recently showed lackluster revenue growth.Microsoft’s forward guidance shouldn’t inspire confidence among prospective investors.It’s fine to adopt a watch-and-wait policy with MSFT stock.Will Microsoft (NASDAQ: MSFT) demonstrate powerful growth in 2023? Anything is possible, but there isn’t strong evidence that MSFT stock will be a big winner this year. Both the recent financial data and Microsoft’s outlook for the future suggest that the company could disappoint hope-fueled investors.The outlook is uncertain as Microsoft plans to cut 10,000 jobs, roughly 5% of the company’s workforce. At the same time, Microsoft’s commitment to cost reduction might be called into question. There’s a hefty price to pay, as the company’s job cuts will reportedly result in a $1.2 billion charge in Microsoft’s second fiscal quarter.Plus, a costly workforce reduction isn’t Microsoft’s only concern. So, before you jump into the long side of the trade, take a close look at Microsoft’s less-than-stellar outlook for the near future.Microsoft’s CFO Issues a WarningYou know it’s probably not a good sign when a company’s executive uses words like “caution” and “moderating consumption growth.” Regarding Microsoft’s financial results for the company’s second quarter of fiscal 2023, the company’s CFO, Amy Hood, made statements that investors need to pay attention to.Hood acknowledged that she’s “seeing customers exercise caution,” which is presumably a warning about a potential slowdown in purchases in Microsoft’s products and services. This, Hood added, led to “moderating consumption growth in Azure and lower-than-expected growth in new business” in December.Hood’s commentary doesn’t get any better from there. Apparently, she anticipates the “business trends that we saw at the end of December” to continue into the current quarter. Obviously, those business trends weren’t positive, so Hood’s warning should be duly noted.Fiscal Results and Outlook Don’t Bode Well for MSFT StockOverall, Microsoft’s Q2 FY2023 isn’t encouraging. On a year-over-year basis, the company’s revenue of $52.7 billion only grew 2% and fell short of Wall Street’s consensus estimate of $53.1 billion.Using GAAP measurements, Microsoft’s operating income fell 8%. Moreover, the company’s net income declined by 12%, and its diluted earnings per share decreased by 11%. So, there’s not really anything for Microsoft to brag about here.What’s the short-term outlook for Microsoft, then? It’s not very exciting, as the company expects to generate current-quarter revenue of $50.5 billion to $51.5 billion. This range falls below Wall Street’s consensus estimate of $52.4 billion. Apparently, Microsoft’s management doesn’t expect anything spectacular to happen in early 2023.What You Can Do NowNone of this is to suggest that Microsoft is a dying business. Yet, the company’s layoffs might indicate a red flag. Also, it’s not a great sign that Microsoft’s CEO is talking about customers exercising “caution.”On top of all that, prospective investors should take a hard look at Microsoft’s recently released financial data. The results aren’t anything to write home about.Indeed, some of the stats indicate deceleration, and Microsoft’s forward revenue guidance isn’t very optimistic. Therefore, investors can choose to avoid MSFT stock for the time being, and think about revisiting it later this year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1484,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9955561168,"gmtCreate":1675570862154,"gmtModify":1676539008035,"author":{"id":"3581331938298103","authorId":"3581331938298103","name":"SandDust","avatar":"https://static.tigerbbs.com/ea6083d742fc232449a625fb122842c8","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581331938298103","idStr":"3581331938298103"},"themes":[],"htmlText":"Hong Kong bull just starting the engine","listText":"Hong Kong bull just starting the engine","text":"Hong Kong bull just starting the engine","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9955561168","repostId":"2308899885","repostType":4,"repost":{"id":"2308899885","kind":"highlight","pubTimestamp":1675563270,"share":"https://ttm.financial/m/news/2308899885?lang=&edition=full_marsco","pubTime":"2023-02-05 10:14","market":"us","language":"en","title":"Alibaba Has Surged so Far in 2023. Is It Still a Buy Here?","url":"https://stock-news.laohu8.com/highlight/detail?id=2308899885","media":"Seeking Alpha","summary":"Shares of the Chinese tech giant Alibaba (NYSE:BABA) have recorded a great start to 2023, adding to ","content":"<html><head></head><body><p>Shares of the Chinese tech giant Alibaba (NYSE:BABA) have recorded a great start to 2023, adding to strength seen in the final months of last year. The stock is bouncing back from a weak 2022 as investors bet on a rebound in China, as the country emerges from its zero-COVID sluggishness.</p><p>Given the runup already, does BABA have more room to advance or has the China optimism been priced into the stock?</p><p><b>Surging Stock Price & China’s Reopening</b></p><p>Alibaba has drawn a lot of investor attention in 2023. The stock jumped 21% in January, rising from $91.11 as the year started to a level at the end of the month of $110.20.</p><p>This added to gains seen in Q4 of last year after shares hit their 2022 lows on Oct. 24, touching $58.01. Since that trough, the stock has surged 86%.</p><p>BABA’s price explosion has been fueled by an about-face move by the Beijing government. Regulators in China have decided to reopen the country's economy, walking away from their long-standing zero-Covid policy.</p><p>BABA isn't the only beneficiary of this change in policy. Many other high-profile Chinese stocks have seen their shares rise lately as well. The list includes names like JD.com (JD), Pinduoduo (PDD), Tencent Holdings (OTCPK:TCEHY), Baidu (BIDU), and Li Auto (LI).</p><p><b>Is BABA a Buy?</b></p><p>Wall Street experts remain very optimistic about Alibaba (BABA). A large portion of analysts view the Chinese conglomerate as a Strong Buy. In fact, of the 44 analysts surveyed over the past 90 days, 31 have given BABA a Strong Buy rating, according to data compiled by Seeking Alpha.</p><p>Meanwhile, another 9 analysts have labeled the stock as a Buy. That means 40 of the 44 analysts, or around 91%, have a bullish view. The remaining 4 analysts have classified BABA as a Hold. The stock has not garnered any Sell or Strong Sell recommendations.</p><p>As of Friday's intraday trading, BABA hovers near $105.93. The average price target on BABA is $145.53 which equates to a 37% topside move from current levels. At the same time, the high-end target predicts shares can reach $219.73 a share. The low-end target has BABA at $74.38 a share.</p><p>Looking at Seeking Alpha’s Quant Ratings, which judge a stock on quantitative measures, paint a slightly more conservative picture. The system views the company as a Hold.</p><p>Although Alibaba gets an A+ and an A as it pertains to profitability and momentum, the ratings algorithm marked the stock down for valuation and growth. Those areas garnered grades of C- and a D-, repectively.</p><p>See a visual breakdown below:</p><p><img src=\"https://static.tigerbbs.com/83e1abb67e9c59a898ddc1ab1568d12f\" tg-width=\"1201\" tg-height=\"555\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Outlining the case in favor of BABA, Seeking Alpha contributor BeanKounter Capital lists the stock as a Strong Buy and states, "Shares are still attractive at just over 15x earnings, especially considering the company's cash-rich balance sheet and subsidiaries."</p><p>Looking at the other side of the argument, fellow SA contributor Danil Sereda, who views BABA as a Hold, wrote: “In global terms, I would like to draw investors' attention once again to the risks that have faded into the background. The initial phase of the rally in Chinese equities is almost done. Hedge fund positioning seems to be consistent with this view."</p><p>Sereda added: "In my opinion, Alibaba stock is more likely to fall in case of capital outflow from Chinese stocks."</p><p>For investors who may be unsure about Alibaba, but still want exposure to similar stocks, there are ways to take a more diversified approach towards the stock. Exchange traded funds with a heavy concentration towards BABA offer a chance to take advantage of the overall trend, while not concentrating on the individual company.</p><p>Currently, Alibaba is owned by 60 different exchange traded funds which each offer differing exposure levels. Here are the five that hold the largest positions in BABA:</p><ul><li><a href=\"https://laohu8.com/S/ONLN\">ProShares Online Retail ETF</a> (ONLN) has a 14.92% weighting in BABA</li><li>Invesco BLDRS Emerging Markets 50 ADR Index Funds Trust (ADRE) is weighted at 14.47%</li><li><a href=\"https://laohu8.com/S/CLIX\">ProShares Long Online/Short Stores ETF</a> (CLIX) holds a 12.92% weighting,</li><li><a href=\"https://laohu8.com/S/FDNI\">First Trust Dow Jones International Internet ETF</a> (FDNI)provides a 10.94% weighting</li><li>the Invesco Golden Dragon China ETF (PGJ) has a 8.52% weighting towards BABA</li></ul><p>In other related BABA and ETF news, as Alibaba exploded at the start of 2023, it carried a bunch of ETFs higher with it.</p></body></html>","source":"seekingalpha_fund","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 Has Surged so Far in 2023. Is It Still a Buy Here?</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 Has Surged so Far in 2023. Is It Still a Buy Here?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-05 10:14 GMT+8 <a href=https://seekingalpha.com/news/3931876-alibaba-surged-in-2023-is-the-move-exhausted-or-is-there-more-room-for-it-to-be-a-buy><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Shares of the Chinese tech giant Alibaba (NYSE:BABA) have recorded a great start to 2023, adding to strength seen in the final months of last year. The stock is bouncing back from a weak 2022 as ...</p>\n\n<a href=\"https://seekingalpha.com/news/3931876-alibaba-surged-in-2023-is-the-move-exhausted-or-is-there-more-room-for-it-to-be-a-buy\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","BK4579":"人工智能","IE0008368742.USD":"首域中国增长基金I Acc","BK4526":"热门中概股","SG9999002463.SGD":"LionGlobal China Growth SGD","LU0456827905.SGD":"JPMorgan Funds - China A (acc) SGD","BABA":"阿里巴巴","BK4574":"无人驾驶","BK4551":"寇图资本持仓","BK4502":"阿里概念","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 SGD-H","IE00BGV7N243.SGD":"FSSA Global Emerging Markets Focus I Acc SGD","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU0287142896.SGD":"Fidelity China Focus A-SGD","LU0051755006.USD":"摩根大通中国A (dist)","LU0327786744.USD":"Janus Henderson Horizon China Opportunities A2 USD","BK4563":"昨日强势股","BK4514":"搜索引擎","BK4538":"云计算","BK4565":"NFT概念","BK4501":"段永平概念","BK4527":"明星科技股","BK4554":"元宇宙及AR概念","LU1051768304.USD":"贝莱德新兴市场股票收益A6","BK4531":"中概回港概念","BK4585":"ETF&股票定投概念","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","BK4534":"瑞士信贷持仓","09988":"阿里巴巴-W","LU1046422090.SGD":"Fidelity Pacific A-SGD","BK4555":"新能源车","LU0251143458.SGD":"Fidelity Emerging Markets A-SGD","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4575":"芯片概念","BK4587":"ChatGPT概念","BK4558":"双十一","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","BK4524":"宅经济概念","BK4535":"淡马锡持仓","LU0640798160.USD":"EASTSPRING INVESTMENTS GLOBAL EMERGING MARKET DYNAMIC \"A\" (USD) ACC","BK4077":"互动媒体与服务"},"source_url":"https://seekingalpha.com/news/3931876-alibaba-surged-in-2023-is-the-move-exhausted-or-is-there-more-room-for-it-to-be-a-buy","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2308899885","content_text":"Shares of the Chinese tech giant Alibaba (NYSE:BABA) have recorded a great start to 2023, adding to strength seen in the final months of last year. The stock is bouncing back from a weak 2022 as investors bet on a rebound in China, as the country emerges from its zero-COVID sluggishness.Given the runup already, does BABA have more room to advance or has the China optimism been priced into the stock?Surging Stock Price & China’s ReopeningAlibaba has drawn a lot of investor attention in 2023. The stock jumped 21% in January, rising from $91.11 as the year started to a level at the end of the month of $110.20.This added to gains seen in Q4 of last year after shares hit their 2022 lows on Oct. 24, touching $58.01. Since that trough, the stock has surged 86%.BABA’s price explosion has been fueled by an about-face move by the Beijing government. Regulators in China have decided to reopen the country's economy, walking away from their long-standing zero-Covid policy.BABA isn't the only beneficiary of this change in policy. Many other high-profile Chinese stocks have seen their shares rise lately as well. The list includes names like JD.com (JD), Pinduoduo (PDD), Tencent Holdings (OTCPK:TCEHY), Baidu (BIDU), and Li Auto (LI).Is BABA a Buy?Wall Street experts remain very optimistic about Alibaba (BABA). A large portion of analysts view the Chinese conglomerate as a Strong Buy. In fact, of the 44 analysts surveyed over the past 90 days, 31 have given BABA a Strong Buy rating, according to data compiled by Seeking Alpha.Meanwhile, another 9 analysts have labeled the stock as a Buy. That means 40 of the 44 analysts, or around 91%, have a bullish view. The remaining 4 analysts have classified BABA as a Hold. The stock has not garnered any Sell or Strong Sell recommendations.As of Friday's intraday trading, BABA hovers near $105.93. The average price target on BABA is $145.53 which equates to a 37% topside move from current levels. At the same time, the high-end target predicts shares can reach $219.73 a share. The low-end target has BABA at $74.38 a share.Looking at Seeking Alpha’s Quant Ratings, which judge a stock on quantitative measures, paint a slightly more conservative picture. The system views the company as a Hold.Although Alibaba gets an A+ and an A as it pertains to profitability and momentum, the ratings algorithm marked the stock down for valuation and growth. Those areas garnered grades of C- and a D-, repectively.See a visual breakdown below:Outlining the case in favor of BABA, Seeking Alpha contributor BeanKounter Capital lists the stock as a Strong Buy and states, \"Shares are still attractive at just over 15x earnings, especially considering the company's cash-rich balance sheet and subsidiaries.\"Looking at the other side of the argument, fellow SA contributor Danil Sereda, who views BABA as a Hold, wrote: “In global terms, I would like to draw investors' attention once again to the risks that have faded into the background. The initial phase of the rally in Chinese equities is almost done. Hedge fund positioning seems to be consistent with this view.\"Sereda added: \"In my opinion, Alibaba stock is more likely to fall in case of capital outflow from Chinese stocks.\"For investors who may be unsure about Alibaba, but still want exposure to similar stocks, there are ways to take a more diversified approach towards the stock. Exchange traded funds with a heavy concentration towards BABA offer a chance to take advantage of the overall trend, while not concentrating on the individual company.Currently, Alibaba is owned by 60 different exchange traded funds which each offer differing exposure levels. Here are the five that hold the largest positions in BABA:ProShares Online Retail ETF (ONLN) has a 14.92% weighting in BABAInvesco BLDRS Emerging Markets 50 ADR Index Funds Trust (ADRE) is weighted at 14.47%ProShares Long Online/Short Stores ETF (CLIX) holds a 12.92% weighting,First Trust Dow Jones International Internet ETF (FDNI)provides a 10.94% weightingthe Invesco Golden Dragon China ETF (PGJ) has a 8.52% weighting towards BABAIn other related BABA and ETF news, as Alibaba exploded at the start of 2023, it carried a bunch of ETFs higher with it.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1451,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3585745902929799","authorId":"3585745902929799","name":"TBI","avatar":"https://community-static.tradeup.com/news/282bf6441b6c41fe9f0c97a7aa7d92ae","crmLevel":8,"crmLevelSwitch":0,"authorIdStr":"3585745902929799","idStr":"3585745902929799"},"content":"technicals drive BABA, I've said it many times. until it finishes consolidating and preparing for breakout the move will appear irrational","text":"technicals drive BABA, I've said it many times. until it finishes consolidating and preparing for breakout the move will appear irrational","html":"technicals drive BABA, I've said it many times. until it finishes consolidating and preparing for breakout the move will appear irrational"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952957129,"gmtCreate":1674388850662,"gmtModify":1676538939053,"author":{"id":"3581331938298103","authorId":"3581331938298103","name":"SandDust","avatar":"https://static.tigerbbs.com/ea6083d742fc232449a625fb122842c8","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581331938298103","idStr":"3581331938298103"},"themes":[],"htmlText":"Going to be nasty","listText":"Going to be nasty","text":"Going to be nasty","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9952957129","repostId":"2305911458","repostType":4,"repost":{"id":"2305911458","kind":"highlight","pubTimestamp":1674381147,"share":"https://ttm.financial/m/news/2305911458?lang=&edition=full_marsco","pubTime":"2023-01-22 17:52","market":"us","language":"en","title":"Microsoft Kicks Off Tech Earnings Set to Slump Most Since 2016","url":"https://stock-news.laohu8.com/highlight/detail?id=2305911458","media":"Bloomberg","summary":"Tech companies are cutting costs into crucial reporting seasonAnalysts have slashed earnings estimat","content":"<html><head></head><body><ul><li>Tech companies are cutting costs into crucial reporting season</li><li>Analysts have slashed earnings estimates on sector for months</li></ul><p>(Bloomberg) -- US technology stocks are about to hit their next hurdle when earnings season for the most influential segment of the S&P 500 Index gets underway in the coming week: vanishing profits.</p><p>The tech-heavy Nasdaq 100 Stock Index enters this crucial stretch amid a darkening backdrop that short-circuited a strong start to the year. Underscoring the risks ahead, Microsoft Corp., which kicks off the group’s reporting Tuesday, joined Amazon.com Inc. in starting to cut thousands of jobs this week as sales slow. Google parent Alphabet Inc. followed with plans of its own to shrink its workforce.</p><p>Wall Street has been slashing earnings estimates for months for the tech sector, which is projected to be the biggest drag on S&P 500 profits in the fourth quarter, data compiled by Bloomberg Intelligence show. The danger for investors, however, is that analysts still prove too optimistic, with demand for the industry’s products crumbling as the economy cools.</p><p>“Tech is driving a lot of the overall earnings recession that we’re seeing in the S&P,” said Michael Casper, an equity strategist with Bloomberg Intelligence. “While there’s a lot baked in, depending on if this recession does emerge and how badly it occurs, there is certainly some negative revision risk for the sector still.”</p><p><img src=\"https://static.tigerbbs.com/4edfb26c00cf045058974ff11bc9be05\" tg-width=\"643\" tg-height=\"416\" referrerpolicy=\"no-referrer\"/></p><p>Firms including Texas Instruments Inc., Lam Research Corp. and Intel Corp. also report next week. Apple Inc., Alphabet and other behemoths announce the week after. The group has huge sway over the path of the overall market, with info-tech accounting for more than 25% of the S&P 500’s market capitalization.</p><p>Fourth-quarter earnings for tech firms in the benchmark are projected to drop 9.2% from the same period a year earlier, the steepest slide since 2016, data compiled by BI show. The speed of the deterioration in sentiment is notable: Three months ago, Wall Street merely saw profits coming in flat.</p><p>Revenue growth for these companies is fading relative to the past couple of years, when the pandemic and ensuing lockdowns supercharged sales for everything from digital services to personal computers and the components that power them. Higher costs are also squeezing profits.</p><h3>Valuation Concerns</h3><p>The concern, however, is that valuations are still far from cheap despite last year’s 33% tumble in the Nasdaq 100. The gauge is priced at about 21 times profits projected over the next 12 months, compared with an average of 20.5 for the past decade, and further estimate cuts would only make it look more expensive. The multiple bottomed at 17.7 in 2020 and at 11.3 in 2011, in the wake of the recession that ended in 2009.</p><p>Still, for Sameer Bhasin, principal at Value Point Capital, most of the bad news has been priced in. He anticipates that first-quarter profit estimates may have further to fall, but says some of the fears are overblown.</p><p>“Tech isn’t suffering from an industry demand issue, it’s suffering more from a digestion of the excesses that were built in during the pandemic,” he said. “There’s money on the sidelines that is waiting to be put back into the sector.”</p><p>Analysts anticipate that tech profits will return to growth in the second half of the year, data compiled by BI show. That will make executives’ outlooks for the full year all the more critical for stocks.</p><p>As earnings roll in over the next few weeks, investors will have plenty of risks to monitor.</p><p>Among them are the possibility that inflation proves to be more entrenched than many expect, as well as the effect of higher rates on profits, says Nick Getaz, a portfolio manager of the Franklin Rising Dividends Fund.</p><p>“Monetary policy has a lag and we’re likely still in the window of that,” he said. “We haven’t seen the earnings impact you’d expect to see from rate hikes.”</p><p><img src=\"https://static.tigerbbs.com/da4a32de8b29ea67916c3ed728c5907c\" tg-width=\"657\" tg-height=\"508\" referrerpolicy=\"no-referrer\"/></p></body></html>","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>Microsoft Kicks Off Tech Earnings Set to Slump Most Since 2016</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicrosoft Kicks Off Tech Earnings Set to Slump Most Since 2016\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-22 17:52 GMT+8 <a href=https://finance.yahoo.com/news/microsoft-kicks-off-tech-earnings-153000956.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tech companies are cutting costs into crucial reporting seasonAnalysts have slashed earnings estimates on sector for months(Bloomberg) -- US technology stocks are about to hit their next hurdle when ...</p>\n\n<a href=\"https://finance.yahoo.com/news/microsoft-kicks-off-tech-earnings-153000956.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软","AAPL":"苹果","GOOGL":"谷歌A","GOOG":"谷歌"},"source_url":"https://finance.yahoo.com/news/microsoft-kicks-off-tech-earnings-153000956.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2305911458","content_text":"Tech companies are cutting costs into crucial reporting seasonAnalysts have slashed earnings estimates on sector for months(Bloomberg) -- US technology stocks are about to hit their next hurdle when earnings season for the most influential segment of the S&P 500 Index gets underway in the coming week: vanishing profits.The tech-heavy Nasdaq 100 Stock Index enters this crucial stretch amid a darkening backdrop that short-circuited a strong start to the year. Underscoring the risks ahead, Microsoft Corp., which kicks off the group’s reporting Tuesday, joined Amazon.com Inc. in starting to cut thousands of jobs this week as sales slow. Google parent Alphabet Inc. followed with plans of its own to shrink its workforce.Wall Street has been slashing earnings estimates for months for the tech sector, which is projected to be the biggest drag on S&P 500 profits in the fourth quarter, data compiled by Bloomberg Intelligence show. The danger for investors, however, is that analysts still prove too optimistic, with demand for the industry’s products crumbling as the economy cools.“Tech is driving a lot of the overall earnings recession that we’re seeing in the S&P,” said Michael Casper, an equity strategist with Bloomberg Intelligence. “While there’s a lot baked in, depending on if this recession does emerge and how badly it occurs, there is certainly some negative revision risk for the sector still.”Firms including Texas Instruments Inc., Lam Research Corp. and Intel Corp. also report next week. Apple Inc., Alphabet and other behemoths announce the week after. The group has huge sway over the path of the overall market, with info-tech accounting for more than 25% of the S&P 500’s market capitalization.Fourth-quarter earnings for tech firms in the benchmark are projected to drop 9.2% from the same period a year earlier, the steepest slide since 2016, data compiled by BI show. The speed of the deterioration in sentiment is notable: Three months ago, Wall Street merely saw profits coming in flat.Revenue growth for these companies is fading relative to the past couple of years, when the pandemic and ensuing lockdowns supercharged sales for everything from digital services to personal computers and the components that power them. Higher costs are also squeezing profits.Valuation ConcernsThe concern, however, is that valuations are still far from cheap despite last year’s 33% tumble in the Nasdaq 100. The gauge is priced at about 21 times profits projected over the next 12 months, compared with an average of 20.5 for the past decade, and further estimate cuts would only make it look more expensive. The multiple bottomed at 17.7 in 2020 and at 11.3 in 2011, in the wake of the recession that ended in 2009.Still, for Sameer Bhasin, principal at Value Point Capital, most of the bad news has been priced in. He anticipates that first-quarter profit estimates may have further to fall, but says some of the fears are overblown.“Tech isn’t suffering from an industry demand issue, it’s suffering more from a digestion of the excesses that were built in during the pandemic,” he said. “There’s money on the sidelines that is waiting to be put back into the sector.”Analysts anticipate that tech profits will return to growth in the second half of the year, data compiled by BI show. That will make executives’ outlooks for the full year all the more critical for stocks.As earnings roll in over the next few weeks, investors will have plenty of risks to monitor.Among them are the possibility that inflation proves to be more entrenched than many expect, as well as the effect of higher rates on profits, says Nick Getaz, a portfolio manager of the Franklin Rising Dividends Fund.“Monetary policy has a lag and we’re likely still in the window of that,” he said. “We haven’t seen the earnings impact you’d expect to see from rate hikes.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":1330,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9958607850,"gmtCreate":1673708851071,"gmtModify":1676538877055,"author":{"id":"3581331938298103","authorId":"3581331938298103","name":"SandDust","avatar":"https://static.tigerbbs.com/ea6083d742fc232449a625fb122842c8","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581331938298103","idStr":"3581331938298103"},"themes":[],"htmlText":"Thanks for sharing ","listText":"Thanks for sharing ","text":"Thanks for sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9958607850","repostId":"1152054962","repostType":4,"repost":{"id":"1152054962","kind":"news","pubTimestamp":1673667194,"share":"https://ttm.financial/m/news/1152054962?lang=&edition=full_marsco","pubTime":"2023-01-14 11:33","market":"us","language":"en","title":"Tesla: Are Price Cuts The Canary In The Coal Mine?","url":"https://stock-news.laohu8.com/highlight/detail?id=1152054962","media":"Seeking Alpha","summary":"SummaryTesla, Inc.'s recent price cuts should reduce its heralded operating margins.The U.S. price c","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Tesla, Inc.'s recent price cuts should reduce its heralded operating margins.</li><li>The U.S. price cut comes on the heels of a Chinese market price cut.</li><li>Tesla stock remains expensive, even at these valuations.</li></ul><p><b>Everything’s Gotta Go</b></p><p>Yesterday, Tesla, Inc. (NASDAQ: TSLA) made a surprise announcement that it would be slashing the price of four of its vehicle models. The news comes on the heels of flagging domestic demand for its vehicles, and stronger competition from traditional automakers.</p><p>The cuts amounted to an average of about 20%, with most of the reductions seemingly aimed at allowing buyers to qualify for the government’s $7,500 tax credit for vehicles under $55,000. Prices on the Model Y Long Range dropped to $52,990 from $65,990, bringing it just under the threshold.</p><p>The news is certain to make nobody happy—except Tesla bears. Slashing prices will infuriate recent customers who paid the higher price and investors who will now fear that margin compression and overall demand destruction was worse than previously thought. (Not to mention the numerous corporate fleet car customers who famously purchased Tesla electric vehicles ("EVs") for their corporate stables at zero discount.)</p><p>It's not surprising that, as consumer demand slows, a company whose factories the CEO called “gigantic money furnaces” is suddenly in a serious pinch. The news is especially unsurprisingly given Tesla’s recent announcement that it would slash the prices of its vehicles in China as well. As of last week, a Model 3 was 30% cheaper to purchase in China than it was in the U.S. With today’s news, the gap has closed a bit.</p><p><b>The China Story</b></p><p>China has long been the source of bull fuel for investors—the Shanghai factory and access to an seemingly endless supply of Chinese consumers hungry for Tesla products was thought to be the most promising frontier for the company. Tesla and its investors have found out, however, like so many other American companies who have attempted to do business in China, that this is fraught with hazard. From government regulated shutdowns, to government-backed EV makers hell-bent on, well, “adopting” foreign intellectual property, Tesla certainly has its work cut out for it.</p><p>One interesting part of the Tesla bull narrative is that the company will—seemingly unimpeded—take the Chinese consumer market by storm. This view is, in our view, quite naïve. The Chinese have shown themselves time and time again to be relentless technology copycats, and while traditional car manufacturers in the West were certainly caught flatfooted by Tesla’s early success and have been relatively slow to respond, Chinese car makers have been anything but. In fact, in many cases Chinese car makers are even faster at iterating new models than Tesla. According to the Wall Street Journal, Tesla’s overall market share in the Chinese EV market slumped from 13% in 2021 to 8% in the first nine months of 2022. Chinese EV maker BYD Company Limited’s (OTCPK: BYDDF) Seal, for example, might not be as advanced as a Tesla Model 3—but it sells for $8,000 less.</p><p><b>The Margins. Always the Margins.</b></p><p>Many have made the case, including us, that Tesla’s margins were simply unsustainable. Tesla bulls made much of the fact that the expanding margins were here to stay—that Tesla had cracked the code, and that it would leave traditional auto makers in the dust (a curious thing to claim, especially when Tesla has almost always had a government-sponsored tailwind of one kind or another).</p><p><img src=\"https://static.tigerbbs.com/c914efc493b0dbd6b7ae597b905d0806\" tg-width=\"640\" tg-height=\"331\" referrerpolicy=\"no-referrer\"/></p><p>Tesla EBITDA Margin vs F & GM(Koyfin)</p><p>We believed, however, that one way or another, margin compression would come and that the market would find a way to restore order. This price reduction will likely do just that.</p><p>The cost cuts also come at a difficult time in the competitive landscape. In 2022, almost 6% of all vehicles sold in the U.S. were electric, up from 3% a year before. Of that, Tesla accounted for 65% of those sales, which bulls are sure to rejoice. They might not rejoice, however, to learn that in 2021 Tesla captured 72% of all sales.</p><p>Traditional car makers are also catching up. Ford Motor Company (F) has executed its EV plan to near perfection, and General Motors (GM), despite some early stumbles with the Chevy Bolt, has gained much ground. Add in the fact that brand loyalty among consumers is quite low when it comes to EVs, and you’ve got a recipe for tough times.</p><p><b>What To Do?</b></p><p>Tesla will, we are certain, survive this storm. We are not so sure about its lofty stock price. One of the most obvious things Tesla’s board could do in this situation is to initiate the stock buyback that was floated in mid-2022 as an option when the stock was falling.</p><p>Interestingly, they haven’t yet done so.</p><p>This could be because the board and company leadership do not believe the stock’s decline is complete, especially with the backdrop of the current competitive landscape. It may also mean that they don’t believe the stock is cheap enough yet, and thus not a good use of capital deployment. Nonetheless, we would not be surprised if the company announces a new buyback plan in the near future.</p><p><b>The Bottom Line</b></p><p>The price cuts in the U.S. come on the heels of price reductions abroad, and they bode ill in the near term for Tesla Inc.’s margins. Combined with the fact that its market share is shrinking in China and not growing as quickly domestically—perhaps even stalling—in the United States, and the fact that traditional manufacturers are catching up, and things are looking grim for Tesla, Inc. in the near term. We believe TSLA stock has further to fall, and investors should be wary of entering at this price point.</p></body></html>","source":"seekingalpha_fund","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: Are Price Cuts The Canary In The Coal Mine?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla: Are Price Cuts The Canary In The Coal Mine?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-14 11:33 GMT+8 <a href=https://seekingalpha.com/article/4569795-tesla-are-price-cuts-the-canary-in-the-coal-mine><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryTesla, Inc.'s recent price cuts should reduce its heralded operating margins.The U.S. price cut comes on the heels of a Chinese market price cut.Tesla stock remains expensive, even at these ...</p>\n\n<a href=\"https://seekingalpha.com/article/4569795-tesla-are-price-cuts-the-canary-in-the-coal-mine\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4569795-tesla-are-price-cuts-the-canary-in-the-coal-mine","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152054962","content_text":"SummaryTesla, Inc.'s recent price cuts should reduce its heralded operating margins.The U.S. price cut comes on the heels of a Chinese market price cut.Tesla stock remains expensive, even at these valuations.Everything’s Gotta GoYesterday, Tesla, Inc. (NASDAQ: TSLA) made a surprise announcement that it would be slashing the price of four of its vehicle models. The news comes on the heels of flagging domestic demand for its vehicles, and stronger competition from traditional automakers.The cuts amounted to an average of about 20%, with most of the reductions seemingly aimed at allowing buyers to qualify for the government’s $7,500 tax credit for vehicles under $55,000. Prices on the Model Y Long Range dropped to $52,990 from $65,990, bringing it just under the threshold.The news is certain to make nobody happy—except Tesla bears. Slashing prices will infuriate recent customers who paid the higher price and investors who will now fear that margin compression and overall demand destruction was worse than previously thought. (Not to mention the numerous corporate fleet car customers who famously purchased Tesla electric vehicles (\"EVs\") for their corporate stables at zero discount.)It's not surprising that, as consumer demand slows, a company whose factories the CEO called “gigantic money furnaces” is suddenly in a serious pinch. The news is especially unsurprisingly given Tesla’s recent announcement that it would slash the prices of its vehicles in China as well. As of last week, a Model 3 was 30% cheaper to purchase in China than it was in the U.S. With today’s news, the gap has closed a bit.The China StoryChina has long been the source of bull fuel for investors—the Shanghai factory and access to an seemingly endless supply of Chinese consumers hungry for Tesla products was thought to be the most promising frontier for the company. Tesla and its investors have found out, however, like so many other American companies who have attempted to do business in China, that this is fraught with hazard. From government regulated shutdowns, to government-backed EV makers hell-bent on, well, “adopting” foreign intellectual property, Tesla certainly has its work cut out for it.One interesting part of the Tesla bull narrative is that the company will—seemingly unimpeded—take the Chinese consumer market by storm. This view is, in our view, quite naïve. The Chinese have shown themselves time and time again to be relentless technology copycats, and while traditional car manufacturers in the West were certainly caught flatfooted by Tesla’s early success and have been relatively slow to respond, Chinese car makers have been anything but. In fact, in many cases Chinese car makers are even faster at iterating new models than Tesla. According to the Wall Street Journal, Tesla’s overall market share in the Chinese EV market slumped from 13% in 2021 to 8% in the first nine months of 2022. Chinese EV maker BYD Company Limited’s (OTCPK: BYDDF) Seal, for example, might not be as advanced as a Tesla Model 3—but it sells for $8,000 less.The Margins. Always the Margins.Many have made the case, including us, that Tesla’s margins were simply unsustainable. Tesla bulls made much of the fact that the expanding margins were here to stay—that Tesla had cracked the code, and that it would leave traditional auto makers in the dust (a curious thing to claim, especially when Tesla has almost always had a government-sponsored tailwind of one kind or another).Tesla EBITDA Margin vs F & GM(Koyfin)We believed, however, that one way or another, margin compression would come and that the market would find a way to restore order. This price reduction will likely do just that.The cost cuts also come at a difficult time in the competitive landscape. In 2022, almost 6% of all vehicles sold in the U.S. were electric, up from 3% a year before. Of that, Tesla accounted for 65% of those sales, which bulls are sure to rejoice. They might not rejoice, however, to learn that in 2021 Tesla captured 72% of all sales.Traditional car makers are also catching up. Ford Motor Company (F) has executed its EV plan to near perfection, and General Motors (GM), despite some early stumbles with the Chevy Bolt, has gained much ground. Add in the fact that brand loyalty among consumers is quite low when it comes to EVs, and you’ve got a recipe for tough times.What To Do?Tesla will, we are certain, survive this storm. We are not so sure about its lofty stock price. One of the most obvious things Tesla’s board could do in this situation is to initiate the stock buyback that was floated in mid-2022 as an option when the stock was falling.Interestingly, they haven’t yet done so.This could be because the board and company leadership do not believe the stock’s decline is complete, especially with the backdrop of the current competitive landscape. It may also mean that they don’t believe the stock is cheap enough yet, and thus not a good use of capital deployment. Nonetheless, we would not be surprised if the company announces a new buyback plan in the near future.The Bottom LineThe price cuts in the U.S. come on the heels of price reductions abroad, and they bode ill in the near term for Tesla Inc.’s margins. Combined with the fact that its market share is shrinking in China and not growing as quickly domestically—perhaps even stalling—in the United States, and the fact that traditional manufacturers are catching up, and things are looking grim for Tesla, Inc. in the near term. We believe TSLA stock has further to fall, and investors should be wary of entering at this price point.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1324,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9924448851,"gmtCreate":1672320681473,"gmtModify":1676538671625,"author":{"id":"3581331938298103","authorId":"3581331938298103","name":"SandDust","avatar":"https://static.tigerbbs.com/ea6083d742fc232449a625fb122842c8","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581331938298103","idStr":"3581331938298103"},"themes":[],"htmlText":"Pay up or leave","listText":"Pay up or leave","text":"Pay up or leave","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9924448851","repostId":"2295931341","repostType":2,"repost":{"id":"2295931341","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1672318870,"share":"https://ttm.financial/m/news/2295931341?lang=&edition=full_marsco","pubTime":"2022-12-29 21:01","market":"us","language":"en","title":"Exxon Sues EU in Move to Block New Windfall Tax on Oil Companies","url":"https://stock-news.laohu8.com/highlight/detail?id=2295931341","media":"Reuters","summary":"U.S. oil major Exxon Mobil Corp is suing the European Union in a bid to force it to scrap the bloc's","content":"<html><head></head><body><p>U.S. oil major <a href=\"https://laohu8.com/S/XOM\">Exxon Mobil Corp</a> is suing the European Union in a bid to force it to scrap the bloc's new windfall tax on oil groups, arguing Brussels exceeded its legal authority by imposing the levy.</p><p>The windfall profits tax is "counter-productive", discourages investments and undermines investor confidence, Exxon spokesperson Casey Norton said on Wednesday. Exxon will factor in the tax as it considers future multi-billion euro investments in Europe’s energy supply and transition, he said.</p><p>"Whether we invest here primarily depends on how attractive and globally competitive Europe will be," Norton said.</p><p>The Financial Times first reported the lawsuit on Wednesday.</p><p>Windfall profit taxes imposed by Europe could cost at least $2 billion through the end of 2023, Chief Financial Officer Kathryn Mikells said in a call to analysts on Dec. 8.</p><p>Exxon said it invested $3 billion in the past decade in refinery projects in Europe. The projects are helping it deliver more energy products at a time when Europe struggles to reduce its imports from Russia.</p><p>"We will continue to work with EU leaders to address these issues. Thoughtful policy is critical," the company said.</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>Exxon Sues EU in Move to Block New Windfall Tax on Oil Companies</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\">\nExxon Sues EU in Move to Block New Windfall Tax on Oil Companies\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-12-29 21:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. oil major <a href=\"https://laohu8.com/S/XOM\">Exxon Mobil Corp</a> is suing the European Union in a bid to force it to scrap the bloc's new windfall tax on oil groups, arguing Brussels exceeded its legal authority by imposing the levy.</p><p>The windfall profits tax is "counter-productive", discourages investments and undermines investor confidence, Exxon spokesperson Casey Norton said on Wednesday. Exxon will factor in the tax as it considers future multi-billion euro investments in Europe’s energy supply and transition, he said.</p><p>"Whether we invest here primarily depends on how attractive and globally competitive Europe will be," Norton said.</p><p>The Financial Times first reported the lawsuit on Wednesday.</p><p>Windfall profit taxes imposed by Europe could cost at least $2 billion through the end of 2023, Chief Financial Officer Kathryn Mikells said in a call to analysts on Dec. 8.</p><p>Exxon said it invested $3 billion in the past decade in refinery projects in Europe. The projects are helping it deliver more energy products at a time when Europe struggles to reduce its imports from Russia.</p><p>"We will continue to work with EU leaders to address these issues. Thoughtful policy is critical," the company said.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XOM":"埃克森美孚"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2295931341","content_text":"U.S. oil major Exxon Mobil Corp is suing the European Union in a bid to force it to scrap the bloc's new windfall tax on oil groups, arguing Brussels exceeded its legal authority by imposing the levy.The windfall profits tax is \"counter-productive\", discourages investments and undermines investor confidence, Exxon spokesperson Casey Norton said on Wednesday. Exxon will factor in the tax as it considers future multi-billion euro investments in Europe’s energy supply and transition, he said.\"Whether we invest here primarily depends on how attractive and globally competitive Europe will be,\" Norton said.The Financial Times first reported the lawsuit on Wednesday.Windfall profit taxes imposed by Europe could cost at least $2 billion through the end of 2023, Chief Financial Officer Kathryn Mikells said in a call to analysts on Dec. 8.Exxon said it invested $3 billion in the past decade in refinery projects in Europe. The projects are helping it deliver more energy products at a time when Europe struggles to reduce its imports from Russia.\"We will continue to work with EU leaders to address these issues. Thoughtful policy is critical,\" the company said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1295,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9924327298,"gmtCreate":1672187436515,"gmtModify":1676538648131,"author":{"id":"3581331938298103","authorId":"3581331938298103","name":"SandDust","avatar":"https://static.tigerbbs.com/ea6083d742fc232449a625fb122842c8","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581331938298103","idStr":"3581331938298103"},"themes":[],"htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9924327298","repostId":"1138535984","repostType":2,"repost":{"id":"1138535984","kind":"news","pubTimestamp":1671107755,"share":"https://ttm.financial/m/news/1138535984?lang=&edition=full_marsco","pubTime":"2022-12-15 20:35","market":"us","language":"en","title":"China’s EV Exports Won’t Be a Mostly Tesla Story for Much Longer","url":"https://stock-news.laohu8.com/highlight/detail?id=1138535984","media":"Bloomberg","summary":"Auto exports from China have surged this year as domestic automakers look toestablish themselvesbeyo","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/ecfb6fa111c5a3edcab98532873e982a\" tg-width=\"800\" tg-height=\"479\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Auto exports from China have surged this year as domestic automakers look toestablish themselvesbeyond their home market.</p><p>Through September, a total of 2.2 million passenger cars, trucks, buses and other vehicles were exported from China. That’s up 54% from the same period last year and already more than double the average from 2012 through 2020.</p><p><img src=\"https://static.tigerbbs.com/3cce076c8f065adc12f6d20062af7a75\" tg-width=\"645\" tg-height=\"359\" width=\"100%\" height=\"auto\"/></p><p>Electric vehiclesare the biggest contributor to the surge, with 342,000 passenger EVs exported in the first three quarters of the year. That’s 29% of all vehicle exports in this segment and a big increase from 2019, when EVs accounted for just 2% of exports. Another 314,000 low-speed EVs and 4,000 electric buses also were exported.</p><p>There are several factors driving China’s EV export growth. Itsdominance of EV battery and materials supplies has allowed domestic auto markets to ramp up production. Western automakers are using the country’s lower production costs and established supply chain to churn out EVs for customers around the globe as interest in the technology takes off.</p><p>More fromBloombergHyperdriveFord, China’s CATL Mull Workaround for New US Battery Plant With US-Chinese Tensions HighFusion Skepticism Follows a Century of Genius, Fraud and HypeSustainable Debt, ESG Markets Turn Frosty in 2022Macron Implores Europe to Match Biden’s Green Subsidy Package</p><p>Tesla emerged as a major exporter from its factory in Shanghai starting last year. It’s shipped almost 165,000 vehicles from the plant to international markets in the first nine months of this year. Other global automakers includingRenaultandBMWalso are exporting Chinese-made EVs, andVolkswagenwill start doing so next year.</p><p>Chinese domestic brands make up the balance. SAIC saw its EV exports jump to 78,000 vehicles in the first three quarters, mostly with the MG brand that it acquired in 2007. Rival BYD exported 22,000 vehicles and plans to do a lot more volume in 2023as it continues to enter new markets. Companies including Xpeng, Nio and Great Wall also have announced big expansion plans.</p><p>That’s all starting to show up in the EV sales figures in other countries. Of the 1.8 million EVs sold in Europe in the first three quarters of this year, 11% came from Chinese automakers, up from 2% in 2020.</p><p><img src=\"https://static.tigerbbs.com/0220df0d84d967a11d2040136414a32f\" tg-width=\"656\" tg-height=\"385\" width=\"100%\" height=\"auto\"/></p><p>It’s worth reflecting for a bit on how we got here. For much of the last decade, there’s been heated discussion about whether Chinese automakers could establish themselves on the global stage. That talk felt somewhat abstract when Chinese automakers weren’t even dominating their home market. In 2015, 66% of all vehicle sales in China were from joint ventures between international and domestic brands. Entering Germany or the US seemed like quite a leap.</p><p>EVs are changing all that. While many Western brands dragged their feet and spent years fighting against tighter fuel economy regulations, China was building up its EV industry through government fleet purchasing requirements, subsidies, supply-side incentives and extensive investments in charging infrastructure.Almost 60%of global EV sales are now in China; its share of the battery supply chain is even higher.</p><p>Much of China’s EV exports so far are at the higher end of the market, but that could change. Established Western automakers are increasingly trying to move upmarket to sell more premium vehicles. Some aregetting out of car segmentsaltogether to focus on higher-margin SUVs and trucks.</p><p>This move upmarket may make sense from a profit margin perspective, but it’s opening up a sizeable gap at the lower end that Chinese automakers may try to fill.</p><p>China’s price advantage here is real. BNEF’s recently publishedLithium-Ion Battery Price Surveyshows battery pack prices were 33% higher in Europe than in China and 24% higher in the US. The average price of a battery-electric vehicle in China in 2021 was $26,500, which is less than two-thirds of the average EV transaction price in Europe and less than half of those in the US.</p><p>The steady refrain from legacy automakers over the last decade has been that, as soon as there was real demand for EVs, they wouldquickly ramp upand own the market. That’s not how it played out in the world’s largest auto market. Plug-in vehicles now account for almost 30% of sales in China. Excluding Tesla, international automakers have a tiny sliver of those sales and are increasingly gettingsqueezed out.</p><p>What on Earth?The Bloomberg Green newsletter is your guide to the latest in climate news, zero-emission tech and green finance.Sign up to this newsletter</p><p>Established automakers now generally talk aboutcompeting to be No. 2in EVs after Tesla, or surpassing themlater this decade. Even that shows there’s a giant, BYD-shaped blind spot in their field of view. BYD is on pace to sell almost 2 millionplug-in vehicles this year and is targeting more than 3 million in 2023. That's far ahead of where leading legacy automaker VW is likely to land for the year.</p><p>None of this means the road ahead will be easy for Chinese brands internationally. Gainingconsumer trust, brand recognition and market sharetakes time, and making good-quality cars is still difficult. Still, study after study finds that consumers who drive EVsreally like them, and markets have a way of getting people what they want. The latest export data suggests they’re already doing just that.</p></body></html>","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>China’s EV Exports Won’t Be a Mostly Tesla Story for Much Longer</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\">\nChina’s EV Exports Won’t Be a Mostly Tesla Story for Much Longer\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-15 20:35 GMT+8 <a href=https://www.bloomberg.com/news/articles/2022-12-15/china-s-ev-exports-won-t-be-a-mostly-tesla-story-for-much-longer?srnd=premium><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Auto exports from China have surged this year as domestic automakers look toestablish themselvesbeyond their home market.Through September, a total of 2.2 million passenger cars, trucks, buses and ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-12-15/china-s-ev-exports-won-t-be-a-mostly-tesla-story-for-much-longer?srnd=premium\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"01211":"比亚迪股份","TSLA":"特斯拉","BYDDY":"比亚迪ADR"},"source_url":"https://www.bloomberg.com/news/articles/2022-12-15/china-s-ev-exports-won-t-be-a-mostly-tesla-story-for-much-longer?srnd=premium","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138535984","content_text":"Auto exports from China have surged this year as domestic automakers look toestablish themselvesbeyond their home market.Through September, a total of 2.2 million passenger cars, trucks, buses and other vehicles were exported from China. That’s up 54% from the same period last year and already more than double the average from 2012 through 2020.Electric vehiclesare the biggest contributor to the surge, with 342,000 passenger EVs exported in the first three quarters of the year. That’s 29% of all vehicle exports in this segment and a big increase from 2019, when EVs accounted for just 2% of exports. Another 314,000 low-speed EVs and 4,000 electric buses also were exported.There are several factors driving China’s EV export growth. Itsdominance of EV battery and materials supplies has allowed domestic auto markets to ramp up production. Western automakers are using the country’s lower production costs and established supply chain to churn out EVs for customers around the globe as interest in the technology takes off.More fromBloombergHyperdriveFord, China’s CATL Mull Workaround for New US Battery Plant With US-Chinese Tensions HighFusion Skepticism Follows a Century of Genius, Fraud and HypeSustainable Debt, ESG Markets Turn Frosty in 2022Macron Implores Europe to Match Biden’s Green Subsidy PackageTesla emerged as a major exporter from its factory in Shanghai starting last year. It’s shipped almost 165,000 vehicles from the plant to international markets in the first nine months of this year. Other global automakers includingRenaultandBMWalso are exporting Chinese-made EVs, andVolkswagenwill start doing so next year.Chinese domestic brands make up the balance. SAIC saw its EV exports jump to 78,000 vehicles in the first three quarters, mostly with the MG brand that it acquired in 2007. Rival BYD exported 22,000 vehicles and plans to do a lot more volume in 2023as it continues to enter new markets. Companies including Xpeng, Nio and Great Wall also have announced big expansion plans.That’s all starting to show up in the EV sales figures in other countries. Of the 1.8 million EVs sold in Europe in the first three quarters of this year, 11% came from Chinese automakers, up from 2% in 2020.It’s worth reflecting for a bit on how we got here. For much of the last decade, there’s been heated discussion about whether Chinese automakers could establish themselves on the global stage. That talk felt somewhat abstract when Chinese automakers weren’t even dominating their home market. In 2015, 66% of all vehicle sales in China were from joint ventures between international and domestic brands. Entering Germany or the US seemed like quite a leap.EVs are changing all that. While many Western brands dragged their feet and spent years fighting against tighter fuel economy regulations, China was building up its EV industry through government fleet purchasing requirements, subsidies, supply-side incentives and extensive investments in charging infrastructure.Almost 60%of global EV sales are now in China; its share of the battery supply chain is even higher.Much of China’s EV exports so far are at the higher end of the market, but that could change. Established Western automakers are increasingly trying to move upmarket to sell more premium vehicles. Some aregetting out of car segmentsaltogether to focus on higher-margin SUVs and trucks.This move upmarket may make sense from a profit margin perspective, but it’s opening up a sizeable gap at the lower end that Chinese automakers may try to fill.China’s price advantage here is real. BNEF’s recently publishedLithium-Ion Battery Price Surveyshows battery pack prices were 33% higher in Europe than in China and 24% higher in the US. The average price of a battery-electric vehicle in China in 2021 was $26,500, which is less than two-thirds of the average EV transaction price in Europe and less than half of those in the US.The steady refrain from legacy automakers over the last decade has been that, as soon as there was real demand for EVs, they wouldquickly ramp upand own the market. That’s not how it played out in the world’s largest auto market. Plug-in vehicles now account for almost 30% of sales in China. Excluding Tesla, international automakers have a tiny sliver of those sales and are increasingly gettingsqueezed out.What on Earth?The Bloomberg Green newsletter is your guide to the latest in climate news, zero-emission tech and green finance.Sign up to this newsletterEstablished automakers now generally talk aboutcompeting to be No. 2in EVs after Tesla, or surpassing themlater this decade. Even that shows there’s a giant, BYD-shaped blind spot in their field of view. BYD is on pace to sell almost 2 millionplug-in vehicles this year and is targeting more than 3 million in 2023. That's far ahead of where leading legacy automaker VW is likely to land for the year.None of this means the road ahead will be easy for Chinese brands internationally. Gainingconsumer trust, brand recognition and market sharetakes time, and making good-quality cars is still difficult. Still, study after study finds that consumers who drive EVsreally like them, and markets have a way of getting people what they want. The latest export data suggests they’re already doing just that.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1378,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9925704098,"gmtCreate":1672103399614,"gmtModify":1676538634063,"author":{"id":"3581331938298103","authorId":"3581331938298103","name":"SandDust","avatar":"https://static.tigerbbs.com/ea6083d742fc232449a625fb122842c8","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581331938298103","idStr":"3581331938298103"},"themes":[],"htmlText":"He always keep his promise. So the selling should stop now and hopefully it goes up","listText":"He always keep his promise. So the selling should stop now and hopefully it goes up","text":"He always keep his promise. So the selling should stop now and hopefully it goes up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9925704098","isVote":1,"tweetType":1,"viewCount":1457,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}