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GopinFrancis
GopinFrancis
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2022-09-18
Ok
This Bear Market Advice Can Be Very Effective If You Do It In the Right Way
Folks that watch the market very closely have a bias toward action. They become bored and restless a
This Bear Market Advice Can Be Very Effective If You Do It In the Right Way
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GopinFrancis
GopinFrancis
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2022-09-08
Great
Apple: Delivering For Everyone
SummaryNewest set of iPhones unveiled on Wednesday.Apple didn't raise prices as some were expecting.Finding a balance is the best way to go.On Wednesday, technology giant Apple (NASDAQ:AAPL) held its
Apple: Delivering For Everyone
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GopinFrancis
GopinFrancis
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2022-06-21
Good company
Taiwan Semiconductor: You Will Not Believe How Cheap This Wide Moat Company Has Become
SummaryWe believe Taiwan Semiconductor is one of the most attractive businesses on the planet, and c
Taiwan Semiconductor: You Will Not Believe How Cheap This Wide Moat Company Has Become
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GopinFrancis
GopinFrancis
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2021-07-18
Yeap
Sorry, this post has been deleted
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GopinFrancis
GopinFrancis
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2021-07-18
Nice
Sorry, this post has been deleted
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GopinFrancis
GopinFrancis
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2021-06-21
Wow!
MicroStrategy Buys 13,005 Bitcoin At $37,617 Using Proceeds From First Ever Crypto Junk Bond
Two weeks afterMicrostrategy announced that it was sellingthe first ever batch of $400 million in (s
MicroStrategy Buys 13,005 Bitcoin At $37,617 Using Proceeds From First Ever Crypto Junk Bond
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GopinFrancis
GopinFrancis
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2021-06-21
Great ariticle, would you like to share it?
Toplines Before US Market Open on Monday
Dow set to bounce after its worst weekly loss since October. Bitcoin drops as China expands crypto m
Toplines Before US Market Open on Monday
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They become bored and restless a","content":"<html><head></head><body><p>Folks that watch the market very closely have a bias toward action. They become bored and restless and want to do something even when conditions are not favorable. This inclination leads to the most common advice in a bear market: to build positions by averaging into them.</p><p>In theory, this is a great idea. No one can time the market with great precision, so a good way to build a position is to make smaller buys over a more extended period of time and hopefully end up with a pretty good average entry price.</p><p>There is no disputing the wisdom of entering positions incrementally, especially in a poor market, but executing this strategy can be challenging. The most common mistake is to average into a position too big and fast. When positions are too large in a poor market, there is an increased risk of panic selling.</p><p>The problem is that market participants tend to have a very strong tendency toward premature action. They want to act, and they also want to try to time the exact lows, and the combination of the two tendencies is that they act too early.</p><p><b>Buying Later Rather Than Early Is Better</b></p><p>In previous columns, I have discussed my view that buying later rather than early is better. If you buy after a low has occurred, there are precise support levels, and there is more likely to be sustained upside momentum. When you buy into the teeth of a decline, you have to hope that the downside momentum is about to stop and reverse. When the market is oversold, there can be some good countertrend bounces, but it is extremely hard to predict market lows prospectively.</p><p>Averaging into positions in a bear market probably causes more significant damage to accounts than anything else. The big danger is that the timing is wrong, and the position becomes uncomfortably large and refuses to bounce. This evokes strong emotions and causes panic reactions.</p><p>It is also essential to recognize that there is a risk that maybe you are betting on the wrong stock. Not every stock that sinks in a bear market will rebound when conditions improve. If you keep adding as it goes lower, you are setting yourself up for a major loss. This is another reason why it is important to look for some strength before you add to a position.</p><p>I am a big fan of an incremental approach to trading and investing, but far too many people do it wrong. They are too focused on buying weakness and trying to time the bottom. You have to be willing to add into strength and not just on weakness. People tend to want to buy weakness because there is the illusion that they are getting a bargain, but in investing, you make the big money not by buying the low but by buying a sustained uptrend.</p><p>This is a critical point that most market participants overlook. Just because a stock has found a low doesn't mean it will go up very much. Buying low isn't a great strategy if there isn't any significant high to sell in a reasonably short time frame.</p><p>I highly recommend using the 'average in' strategy, but I would amend it in two ways. First, use short-term volatility to trade the position. If you catch a bounce, then reduce the position and look to rebuy as conditions improve. Second, look to build the core position on strength rather than weakness. Don't just endlessly buy as the price goes lower. 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They become bored and restless and want to do something even when conditions are not favorable. This inclination leads to the most ...</p>\n\n<a href=\"https://realmoney.thestreet.com/investing/this-bear-market-advice-can-be-very-effective-if-you-do-it-in-the-right-way-16100208\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://realmoney.thestreet.com/investing/this-bear-market-advice-can-be-very-effective-if-you-do-it-in-the-right-way-16100208","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175700857","content_text":"Folks that watch the market very closely have a bias toward action. They become bored and restless and want to do something even when conditions are not favorable. This inclination leads to the most common advice in a bear market: to build positions by averaging into them.In theory, this is a great idea. No one can time the market with great precision, so a good way to build a position is to make smaller buys over a more extended period of time and hopefully end up with a pretty good average entry price.There is no disputing the wisdom of entering positions incrementally, especially in a poor market, but executing this strategy can be challenging. The most common mistake is to average into a position too big and fast. When positions are too large in a poor market, there is an increased risk of panic selling.The problem is that market participants tend to have a very strong tendency toward premature action. They want to act, and they also want to try to time the exact lows, and the combination of the two tendencies is that they act too early.Buying Later Rather Than Early Is BetterIn previous columns, I have discussed my view that buying later rather than early is better. If you buy after a low has occurred, there are precise support levels, and there is more likely to be sustained upside momentum. When you buy into the teeth of a decline, you have to hope that the downside momentum is about to stop and reverse. When the market is oversold, there can be some good countertrend bounces, but it is extremely hard to predict market lows prospectively.Averaging into positions in a bear market probably causes more significant damage to accounts than anything else. The big danger is that the timing is wrong, and the position becomes uncomfortably large and refuses to bounce. This evokes strong emotions and causes panic reactions.It is also essential to recognize that there is a risk that maybe you are betting on the wrong stock. Not every stock that sinks in a bear market will rebound when conditions improve. If you keep adding as it goes lower, you are setting yourself up for a major loss. This is another reason why it is important to look for some strength before you add to a position.I am a big fan of an incremental approach to trading and investing, but far too many people do it wrong. They are too focused on buying weakness and trying to time the bottom. You have to be willing to add into strength and not just on weakness. People tend to want to buy weakness because there is the illusion that they are getting a bargain, but in investing, you make the big money not by buying the low but by buying a sustained uptrend.This is a critical point that most market participants overlook. Just because a stock has found a low doesn't mean it will go up very much. Buying low isn't a great strategy if there isn't any significant high to sell in a reasonably short time frame.I highly recommend using the 'average in' strategy, but I would amend it in two ways. First, use short-term volatility to trade the position. If you catch a bounce, then reduce the position and look to rebuy as conditions improve. Second, look to build the core position on strength rather than weakness. Don't just endlessly buy as the price goes lower. Make the stock prove that it has some relative strength before you trust it.Averaging into a position is standard bear market advice, but it has to be done right to be effective.","news_type":1,"symbols_score_info":{".DJI":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":2365,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9938533096,"gmtCreate":1662629260616,"gmtModify":1676537104780,"author":{"id":"4087281278431620","authorId":"4087281278431620","name":"GopinFrancis","avatar":"https://community-static.tradeup.com/news/a399f116d61cf8ad703b33d3a2ca139a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087281278431620","idStr":"4087281278431620"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9938533096","repostId":"1154244543","repostType":4,"repost":{"id":"1154244543","kind":"news","pubTimestamp":1662650625,"share":"https://ttm.financial/m/news/1154244543?lang=&edition=fundamental","pubTime":"2022-09-08 23:23","market":"us","language":"en","title":"Apple: Delivering For Everyone","url":"https://stock-news.laohu8.com/highlight/detail?id=1154244543","media":"Seeking Alpha","summary":"SummaryNewest set of iPhones unveiled on Wednesday.Apple didn't raise prices as some were expecting.Finding a balance is the best way to go.On Wednesday, technology giant Apple (NASDAQ:AAPL) held its ","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Newest set of iPhones unveiled on Wednesday.</li><li>Apple didn't raise prices as some were expecting.</li><li>Finding a balance is the best way to go.</li></ul><p>On Wednesday, technology giant Apple (NASDAQ:AAPL) held its much anticipated September product unveiling event. This year, expectations had been a little muted as consumers grapple with high inflation, so device pricing was going to be the key theme. In the end, Apple delivered with something for everyone, which could set up the company nicely for the holiday season.</p><p>Let me start with some of the non-core products. Apple Watch Series 8 features a new temperature sensor along with some other tracking features, plus car crash detection. The company unveiled a new entry level SE version that goes for $249, which has a 30% larger face and is 20% faster. Consumers are also being treated to a new Ultra version that starts at $799, which is larger and has better battery life, while being geared towards the extreme fitness crowd. A second generation of the AirPods Pro was also unveiled, featuring a new chip and much improved audio.</p><p>Of course, the star of the show was going to be the new series of iPhones. As expected, the new iPhone 14 and 14 Plus are 6.1 and 6.7 inches, respectively, and contain last year's A15 Bionic chip. These phones, along with the Watch, have a new service using Globalstar (GSAT) satellites for emergency use. The Plus model has the best battery life ever in an iPhone according to the company, while these two entry level devices feature a much improved camera system. The 14 will be available on September 16th, which gives it more than a week of sales in the current fiscal Q4 period, while the 14 Plus isn't available until October 7th.</p><p>As for the Pro versions, they have a pill-like space at the top of the screen, known as the Dynamic Island, that changes based on the type of notification or action that is occurring, such as charging a phone or playing music. These models have an always-on display, along with a brighter screen and 48 megapixel camera sensor, and feature the newest chipset, the A16 Bionic. Perhaps the biggest news for the iPhone on Wednesday was pricing, which can be seen in the graphic below.</p><p><img src=\"https://static.tigerbbs.com/1c8e821dde238518c28185b25f2325eb\" tg-width=\"640\" tg-height=\"322\" referrerpolicy=\"no-referrer\"/></p><p>Yearly iPhone Lineup(Apple Store)</p><p>There were a handful of reports in recent weeks and months that Apple may increase prices this year, primarily due to inflation. Lately, these rumors seemed to focus more on the Pro versions only, but it turns out we didn't get any true price increases. Apple is swapping the mini for the Plus, which is a positive for average selling prices, along with the 12 this year being more expensive than the 11 was last year. For those looking for some value, the base 13 mini and regular 13 have double the storage than their year earlier counterparts did last year at the same price.</p><p>The key for Apple here in my opinion is that it is improving its effort to provide something for everyone. Look at what the company did with the Watch. It has its primary version of the device, a cheaper "SE" model, and now a premium Ultra model. This year, Apple has separated the Pro versions of the iPhone a bit more from their entry level counterparts, given the higher end models get the newest chipsets, yet they didn't get an added price boost. As some of the early analyst comments suggest, Apple delivered modest upgrades this year, so it didn't take advantage of the consumer by raising prices in a tough inflation environment.</p><p>While it may not be as important as it used to be, the iPhone is still the dominant product line for Apple. In the first nine months of the current fiscal year, which ends later this month, sales of the smartphone represented more than 54.2% of the company's revenues. That's actually up a little over the prior year's first three quarters, as supply chain issues have pressured sales of other devices. As the graphic below shows, the iPhone has still shown some decent revenue growth over the longer term. The 2022 number below with an asterisk is my current estimate, and the key here is that the iPhone could be about to report its first $200 billion fiscal sales year.</p><p><img src=\"https://static.tigerbbs.com/083d5c88f3f6da4fcaea39de2dc047d0\" tg-width=\"640\" tg-height=\"379\" referrerpolicy=\"no-referrer\"/></p><p>Fiscal Year iPhone Revenues(Company Filings)</p><p>It was just a couple of weeks ago where Apple shares were north of $175 and the financial media was talking about a new all-time high potentially coming soon. However, the market has pulled back on fears that the Fed will need to continue its aggressiveness to slow down inflation. September is also the month where the Fed's maximum balance sheet runoff amount doubles. Thanks to the pullback, the average price target now represents decent upside for Apple shares, but this is a very tough environment to recommend going long almost any name.</p><p>In the end, my key takeaway from Apple's event on Wednesday was that the company wants to deliver for everyone. The company broadened the Watch lineup by introducing a new Ultra model, while also providing further separation between the Pro and non-Pro models of the iPhone. While there were concerns that Apple could raise smartphone prices, it kept things mostly in check, other than the switch out of the mini for the new Plus model. The company certainly delivered the goods, so now investors will be watching to see how responsive the consumer is.</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>Apple: Delivering For Everyone</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple: Delivering For Everyone\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-08 23:23 GMT+8 <a href=https://seekingalpha.com/article/4539596-apple-stock-delivering-for-everyone?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A1><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryNewest set of iPhones unveiled on Wednesday.Apple didn't raise prices as some were expecting.Finding a balance is the best way to go.On Wednesday, technology giant Apple (NASDAQ:AAPL) held its ...</p>\n\n<a href=\"https://seekingalpha.com/article/4539596-apple-stock-delivering-for-everyone?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4539596-apple-stock-delivering-for-everyone?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154244543","content_text":"SummaryNewest set of iPhones unveiled on Wednesday.Apple didn't raise prices as some were expecting.Finding a balance is the best way to go.On Wednesday, technology giant Apple (NASDAQ:AAPL) held its much anticipated September product unveiling event. This year, expectations had been a little muted as consumers grapple with high inflation, so device pricing was going to be the key theme. In the end, Apple delivered with something for everyone, which could set up the company nicely for the holiday season.Let me start with some of the non-core products. Apple Watch Series 8 features a new temperature sensor along with some other tracking features, plus car crash detection. The company unveiled a new entry level SE version that goes for $249, which has a 30% larger face and is 20% faster. Consumers are also being treated to a new Ultra version that starts at $799, which is larger and has better battery life, while being geared towards the extreme fitness crowd. A second generation of the AirPods Pro was also unveiled, featuring a new chip and much improved audio.Of course, the star of the show was going to be the new series of iPhones. As expected, the new iPhone 14 and 14 Plus are 6.1 and 6.7 inches, respectively, and contain last year's A15 Bionic chip. These phones, along with the Watch, have a new service using Globalstar (GSAT) satellites for emergency use. The Plus model has the best battery life ever in an iPhone according to the company, while these two entry level devices feature a much improved camera system. The 14 will be available on September 16th, which gives it more than a week of sales in the current fiscal Q4 period, while the 14 Plus isn't available until October 7th.As for the Pro versions, they have a pill-like space at the top of the screen, known as the Dynamic Island, that changes based on the type of notification or action that is occurring, such as charging a phone or playing music. These models have an always-on display, along with a brighter screen and 48 megapixel camera sensor, and feature the newest chipset, the A16 Bionic. Perhaps the biggest news for the iPhone on Wednesday was pricing, which can be seen in the graphic below.Yearly iPhone Lineup(Apple Store)There were a handful of reports in recent weeks and months that Apple may increase prices this year, primarily due to inflation. Lately, these rumors seemed to focus more on the Pro versions only, but it turns out we didn't get any true price increases. Apple is swapping the mini for the Plus, which is a positive for average selling prices, along with the 12 this year being more expensive than the 11 was last year. For those looking for some value, the base 13 mini and regular 13 have double the storage than their year earlier counterparts did last year at the same price.The key for Apple here in my opinion is that it is improving its effort to provide something for everyone. Look at what the company did with the Watch. It has its primary version of the device, a cheaper \"SE\" model, and now a premium Ultra model. This year, Apple has separated the Pro versions of the iPhone a bit more from their entry level counterparts, given the higher end models get the newest chipsets, yet they didn't get an added price boost. As some of the early analyst comments suggest, Apple delivered modest upgrades this year, so it didn't take advantage of the consumer by raising prices in a tough inflation environment.While it may not be as important as it used to be, the iPhone is still the dominant product line for Apple. In the first nine months of the current fiscal year, which ends later this month, sales of the smartphone represented more than 54.2% of the company's revenues. That's actually up a little over the prior year's first three quarters, as supply chain issues have pressured sales of other devices. As the graphic below shows, the iPhone has still shown some decent revenue growth over the longer term. The 2022 number below with an asterisk is my current estimate, and the key here is that the iPhone could be about to report its first $200 billion fiscal sales year.Fiscal Year iPhone Revenues(Company Filings)It was just a couple of weeks ago where Apple shares were north of $175 and the financial media was talking about a new all-time high potentially coming soon. However, the market has pulled back on fears that the Fed will need to continue its aggressiveness to slow down inflation. September is also the month where the Fed's maximum balance sheet runoff amount doubles. Thanks to the pullback, the average price target now represents decent upside for Apple shares, but this is a very tough environment to recommend going long almost any name.In the end, my key takeaway from Apple's event on Wednesday was that the company wants to deliver for everyone. The company broadened the Watch lineup by introducing a new Ultra model, while also providing further separation between the Pro and non-Pro models of the iPhone. While there were concerns that Apple could raise smartphone prices, it kept things mostly in check, other than the switch out of the mini for the new Plus model. The company certainly delivered the goods, so now investors will be watching to see how responsive the consumer is.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":1203,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9049577400,"gmtCreate":1655821918100,"gmtModify":1676535711810,"author":{"id":"4087281278431620","authorId":"4087281278431620","name":"GopinFrancis","avatar":"https://community-static.tradeup.com/news/a399f116d61cf8ad703b33d3a2ca139a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087281278431620","idStr":"4087281278431620"},"themes":[],"htmlText":"Good company","listText":"Good company","text":"Good company","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9049577400","repostId":"1177117000","repostType":2,"repost":{"id":"1177117000","kind":"news","pubTimestamp":1655793966,"share":"https://ttm.financial/m/news/1177117000?lang=&edition=fundamental","pubTime":"2022-06-21 14:46","market":"us","language":"en","title":"Taiwan Semiconductor: You Will Not Believe How Cheap This Wide Moat Company Has Become","url":"https://stock-news.laohu8.com/highlight/detail?id=1177117000","media":"Seeking Alpha","summary":"SummaryWe believe Taiwan Semiconductor is one of the most attractive businesses on the planet, and c","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>We believe Taiwan Semiconductor is one of the most attractive businesses on the planet, and certainly one of the few companies with operating margins above 40%.</li><li>The size of TSMC's competitive moat is enormous, which has allowed it to earn superior returns on invested capital and grow at a very high pace.</li><li>Our estimate for fair value is $179, which means TSM stock would return >100% if they were to trade in line with our estimated valuation.</li><li>There are reasons to believe growth will continue for at least a few more years, and that the historical cyclicality of the industry will moderate going forward.</li></ul><p>If we could only invest in ten companies for the next ten years, we would still choose Taiwan Semiconductor (NYSE:TSM) as one of them. We believe this is one of the most attractive businesses in the planet, and it is currently on sale for a variety of reasons including fear that growth might cool down if the economy enters a recession. We are not overly concerned, as we believe the share price is already more than pricing slower growth.</p><p>Historically there has been significant cyclicality due to the fact that foundries tended to add excessive capacity during good times that resulted in under-utilization during downturns. This would result in much lower profitability, or even sometimes in losses.</p><p>While there might still be some cyclicality left in the foundry business, we are much less concerned for Taiwan Semiconductor because most of its profits come from leading nodes, where it is one of only two foundries possessing the most advanced technology. The foundries focused on the more commoditized old nodes should be more worried. Taiwan Semiconductor has a long waiting list of customers that could replace a large part of the potential demand reduction resulting from a recession. Most of its competitors are confined to low-end manufacturing due to prohibitive costs and engineering know-how associated with the leading-edge technology.</p><p><b>TSMC's Competitive Advantages</b></p><p>Taiwan Semiconductor's competitive moat has multiple sources, including the patents and trade secrets necessary to manufacture the leading semiconductor nodes. This is not all, however, as the company is also a very efficient manufacturer, which combine to make Taiwan Semiconductor a low-cost producer for high technology chips.</p><p>Being able to manufacture the leading semiconductor nodes also has other advantages including improved energy efficiency for the customer's end products.</p><p>Less evident, Taiwan Semiconductor also benefits from efficient scale dynamics. That is, where investment is very high and only one or two companies are needed. Examples of efficient scale include airports and pipelines. Once a company goes forward with the massive investment necessary to develop these assets, it makes little sense for another company to try to compete.</p><p><b>Taiwan Semiconductor Financials</b></p><p>The strength of the competitive advantages is reflected in the significantly above average profit margins the company has maintained over the last decade. Few companies in the planet have operating margins above 40%, and the ones that do usually have a very strong competitive moat.</p><p><img src=\"https://static.tigerbbs.com/452ce1b4eae00d61b4144f0c60b07b3d\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>The competitive moat has also resulted in attractive returns on invested capital. Taiwan Semiconductor has averaged a ROIC of ~21% over the last ten years, and it has been higher recently at ~24%. This is not an asset-light company since it requires billions in investment. It is therefore close to the ideal business, one that can absorb enormous amounts of capital and still deliver very high rates of return on it.</p><p><img src=\"https://static.tigerbbs.com/cdd2b1e724f7dc5345f7ad2a319e2dc5\" tg-width=\"635\" tg-height=\"435\" referrerpolicy=\"no-referrer\"/>Data by YChartsGrowth</p><p>Another characteristic making Taiwan Semiconductor a superior business is the high growth it has delivered, growing revenue over the last ten years at a ~16% average. While it has been relatively cyclical, the average is high, and it has been higher than average in recent quarters, with the most recent one at ~36%.</p><p><img src=\"https://static.tigerbbs.com/e73425fe29ab42ea0f276b2a594d3cbf\" tg-width=\"635\" tg-height=\"435\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>While in previous cycles most of the semiconductor demand came from PC's and mobile devices, it has broadened to include high-performance computing, automotive, IoT, and other smaller segments. This broadening should help moderate the cyclicality, as the strength in one segment could help offset weakness in another. Applications like machine learning and artificial intelligence are growing particularly quickly, and they tend to use GPUs/TPUs manufactured with the most advanced nodes. That is why we are happy to see that about half of Taiwan Semiconductor's revenue comes from its two most advanced nodes, 5nm and 7nm.</p><p><b>TSM Stock Valuation</b></p><p>With the company firing on all cylinders and the share price having declined significantly, the valuation has become quite attractive. Despite the quality of the business, shares are trading at only ~10x EV/EBITDA, close to the ~9.7x average over the last decade. The forward EV/EBITDA is only ~8.7x.</p><p><img src=\"https://static.tigerbbs.com/f3ce7b7d5cd5dd73eb86a7fc18e73cd2\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>The price/earnings ratio is below the ten-year average of ~19x, at ~18.5x, and the forward p/e is only ~14.7x. These are cheap multiples considering the impressive margins, growth, ROIC, etc. that the business has been delivering.</p><p><img src=\"https://static.tigerbbs.com/e8571d43eebd49bd6e0f33b461123719\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>Over the last ten years earnings have grown at an average of 21%. For our discounted cash flow model, we'll assume growth is reduce in half to be conservative, and because of the size of the company it will start becoming harder to move the needle in terms of growth.</p><p><img src=\"https://static.tigerbbs.com/b115980c323a9d83e540b81b0ac663e9\" tg-width=\"635\" tg-height=\"435\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>In our simple discounted cash flow model for the first three years, we use the average analyst earnings estimate as compiled by Seeking Alpha and assume 10.5% growth for the next seven years (half of what the company delivered the previous decade). We assume a terminal growth rate of 5%, and discount everything by 10%. We get a net present value per share of $179, which is more than 2x where shares trade currently. This shows how undervalued shares have become if the company can continue delivering growth of at least half its historical rate.</p><p><img src=\"https://static.tigerbbs.com/f5f0170c5a83e611ac6bc29bdf0e1605\" tg-width=\"437\" tg-height=\"477\" width=\"100%\" height=\"auto\"/></p><p><b>TSMC Q2 2022 Guidance</b></p><p>We are encouraged by the strong guidance the company gave for the second quarter of 2022. The company expects revenue to be between $17.6 billion and $18.2 billion. They also expect gross profit margin to be between 56% and 58%, and operating profit margin to be between 45% and 47%.</p><p><b>Risks</b></p><p>The main risk we see with a long-term investment in Taiwan Semiconductor is that of technology obsolescence if competition manages to outrun them in semiconductor node development. So far, the company has done a terrific job staying ahead of the curve, investing heavily in R&D to make sure competitors are not able to catch up with them. In fact, the company has been reinvesting ~8% of revenue into R&D. That said, competitors catching up is a real risk, and probably the most important one here.</p><p>In terms of the balance sheet, we do not see any major liquidity risk, with the company having more cash and short-term investments than long-term debt, and the Altman Z-score being a very high 7.5.</p><p><img src=\"https://static.tigerbbs.com/168524457d99d4f6ec2d02308519ba70\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Data by YCharts</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>Taiwan Semiconductor: You Will Not Believe How Cheap This Wide Moat Company Has Become</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\">\nTaiwan Semiconductor: You Will Not Believe How Cheap This Wide Moat Company Has Become\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-21 14:46 GMT+8 <a href=https://seekingalpha.com/article/4519278-taiwan-semiconductor-wide-moat-company-stock-cheap><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryWe believe Taiwan Semiconductor is one of the most attractive businesses on the planet, and certainly one of the few companies with operating margins above 40%.The size of TSMC's competitive ...</p>\n\n<a href=\"https://seekingalpha.com/article/4519278-taiwan-semiconductor-wide-moat-company-stock-cheap\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电"},"source_url":"https://seekingalpha.com/article/4519278-taiwan-semiconductor-wide-moat-company-stock-cheap","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177117000","content_text":"SummaryWe believe Taiwan Semiconductor is one of the most attractive businesses on the planet, and certainly one of the few companies with operating margins above 40%.The size of TSMC's competitive moat is enormous, which has allowed it to earn superior returns on invested capital and grow at a very high pace.Our estimate for fair value is $179, which means TSM stock would return >100% if they were to trade in line with our estimated valuation.There are reasons to believe growth will continue for at least a few more years, and that the historical cyclicality of the industry will moderate going forward.If we could only invest in ten companies for the next ten years, we would still choose Taiwan Semiconductor (NYSE:TSM) as one of them. We believe this is one of the most attractive businesses in the planet, and it is currently on sale for a variety of reasons including fear that growth might cool down if the economy enters a recession. We are not overly concerned, as we believe the share price is already more than pricing slower growth.Historically there has been significant cyclicality due to the fact that foundries tended to add excessive capacity during good times that resulted in under-utilization during downturns. This would result in much lower profitability, or even sometimes in losses.While there might still be some cyclicality left in the foundry business, we are much less concerned for Taiwan Semiconductor because most of its profits come from leading nodes, where it is one of only two foundries possessing the most advanced technology. The foundries focused on the more commoditized old nodes should be more worried. Taiwan Semiconductor has a long waiting list of customers that could replace a large part of the potential demand reduction resulting from a recession. Most of its competitors are confined to low-end manufacturing due to prohibitive costs and engineering know-how associated with the leading-edge technology.TSMC's Competitive AdvantagesTaiwan Semiconductor's competitive moat has multiple sources, including the patents and trade secrets necessary to manufacture the leading semiconductor nodes. This is not all, however, as the company is also a very efficient manufacturer, which combine to make Taiwan Semiconductor a low-cost producer for high technology chips.Being able to manufacture the leading semiconductor nodes also has other advantages including improved energy efficiency for the customer's end products.Less evident, Taiwan Semiconductor also benefits from efficient scale dynamics. That is, where investment is very high and only one or two companies are needed. Examples of efficient scale include airports and pipelines. Once a company goes forward with the massive investment necessary to develop these assets, it makes little sense for another company to try to compete.Taiwan Semiconductor FinancialsThe strength of the competitive advantages is reflected in the significantly above average profit margins the company has maintained over the last decade. Few companies in the planet have operating margins above 40%, and the ones that do usually have a very strong competitive moat.Data by YChartsThe competitive moat has also resulted in attractive returns on invested capital. Taiwan Semiconductor has averaged a ROIC of ~21% over the last ten years, and it has been higher recently at ~24%. This is not an asset-light company since it requires billions in investment. It is therefore close to the ideal business, one that can absorb enormous amounts of capital and still deliver very high rates of return on it.Data by YChartsGrowthAnother characteristic making Taiwan Semiconductor a superior business is the high growth it has delivered, growing revenue over the last ten years at a ~16% average. While it has been relatively cyclical, the average is high, and it has been higher than average in recent quarters, with the most recent one at ~36%.Data by YChartsWhile in previous cycles most of the semiconductor demand came from PC's and mobile devices, it has broadened to include high-performance computing, automotive, IoT, and other smaller segments. This broadening should help moderate the cyclicality, as the strength in one segment could help offset weakness in another. Applications like machine learning and artificial intelligence are growing particularly quickly, and they tend to use GPUs/TPUs manufactured with the most advanced nodes. That is why we are happy to see that about half of Taiwan Semiconductor's revenue comes from its two most advanced nodes, 5nm and 7nm.TSM Stock ValuationWith the company firing on all cylinders and the share price having declined significantly, the valuation has become quite attractive. Despite the quality of the business, shares are trading at only ~10x EV/EBITDA, close to the ~9.7x average over the last decade. The forward EV/EBITDA is only ~8.7x.Data by YChartsThe price/earnings ratio is below the ten-year average of ~19x, at ~18.5x, and the forward p/e is only ~14.7x. These are cheap multiples considering the impressive margins, growth, ROIC, etc. that the business has been delivering.Data by YChartsOver the last ten years earnings have grown at an average of 21%. For our discounted cash flow model, we'll assume growth is reduce in half to be conservative, and because of the size of the company it will start becoming harder to move the needle in terms of growth.Data by YChartsIn our simple discounted cash flow model for the first three years, we use the average analyst earnings estimate as compiled by Seeking Alpha and assume 10.5% growth for the next seven years (half of what the company delivered the previous decade). We assume a terminal growth rate of 5%, and discount everything by 10%. We get a net present value per share of $179, which is more than 2x where shares trade currently. This shows how undervalued shares have become if the company can continue delivering growth of at least half its historical rate.TSMC Q2 2022 GuidanceWe are encouraged by the strong guidance the company gave for the second quarter of 2022. The company expects revenue to be between $17.6 billion and $18.2 billion. They also expect gross profit margin to be between 56% and 58%, and operating profit margin to be between 45% and 47%.RisksThe main risk we see with a long-term investment in Taiwan Semiconductor is that of technology obsolescence if competition manages to outrun them in semiconductor node development. So far, the company has done a terrific job staying ahead of the curve, investing heavily in R&D to make sure competitors are not able to catch up with them. In fact, the company has been reinvesting ~8% of revenue into R&D. That said, competitors catching up is a real risk, and probably the most important one here.In terms of the balance sheet, we do not see any major liquidity risk, with the company having more cash and short-term investments than long-term debt, and the Altman Z-score being a very high 7.5.Data by YCharts","news_type":1,"symbols_score_info":{"TSM":0.9}},"isVote":1,"tweetType":1,"viewCount":1507,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":173921054,"gmtCreate":1626603276878,"gmtModify":1703762246099,"author":{"id":"4087281278431620","authorId":"4087281278431620","name":"GopinFrancis","avatar":"https://community-static.tradeup.com/news/a399f116d61cf8ad703b33d3a2ca139a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087281278431620","idStr":"4087281278431620"},"themes":[],"htmlText":"Yeap","listText":"Yeap","text":"Yeap","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/173921054","repostId":"1149577900","repostType":4,"isVote":1,"tweetType":1,"viewCount":1987,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":173923422,"gmtCreate":1626603221866,"gmtModify":1703762245777,"author":{"id":"4087281278431620","authorId":"4087281278431620","name":"GopinFrancis","avatar":"https://community-static.tradeup.com/news/a399f116d61cf8ad703b33d3a2ca139a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087281278431620","idStr":"4087281278431620"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/173923422","repostId":"1198202103","repostType":4,"isVote":1,"tweetType":1,"viewCount":2019,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":167410130,"gmtCreate":1624281671220,"gmtModify":1703832320071,"author":{"id":"4087281278431620","authorId":"4087281278431620","name":"GopinFrancis","avatar":"https://community-static.tradeup.com/news/a399f116d61cf8ad703b33d3a2ca139a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087281278431620","idStr":"4087281278431620"},"themes":[],"htmlText":"Wow!","listText":"Wow!","text":"Wow!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/167410130","repostId":"1159914875","repostType":4,"repost":{"id":"1159914875","kind":"news","pubTimestamp":1624281059,"share":"https://ttm.financial/m/news/1159914875?lang=&edition=fundamental","pubTime":"2021-06-21 21:10","market":"us","language":"en","title":"MicroStrategy Buys 13,005 Bitcoin At $37,617 Using Proceeds From First Ever Crypto Junk Bond","url":"https://stock-news.laohu8.com/highlight/detail?id=1159914875","media":"zerohedge","summary":"Two weeks afterMicrostrategy announced that it was sellingthe first ever batch of $400 million in (s","content":"<p>Two weeks afterMicrostrategy announced that it was sellingthe first ever batch of $400 million in (subsequentlyupsized to $500 million) junk bonds (6.125% coupon due 2028; by comparison, the average junk bond yields just about 4%) for the sole purpose of buying bitcoin,<b>earlier today MSTR CEO Michael Saylor confirmed that the transaction had been consummated with the company buying 13,005 bitcoin at an average price of $37,617 for a total of $489 million.</b></p>\n<p>The transaction has cemented MSTR's status as<b>the largest corporate hodler of bitcoin, with a total of 105,085 bitcoin acquired for $2.741 billion or an average price of $26,080.</b></p>\n<p><img src=\"https://static.tigerbbs.com/b5eb78c5328d726402152343ac151233\" tg-width=\"510\" tg-height=\"630\"></p>\n<p>Putting these numbers in context, the amount purchased using junk bond proceeds was more than $100 million higher than the company’s entire operating cash flow since 2016, according to Bloomberg data; MicroStrategy also announced that it was taking a roughly $284.5 million charge during its next earnings report thanks to losses related to fluctuations in the price of the digital asset. That amounts to more than its cumulative earnings since 2011.</p>\n<p>Previously, MSTR already issued convertible bonds worth around $1 billion in its quest to scoop up more of the coins, though this was the first-ever corporate bond sale with proceeds earmarked for such purchases.</p>\n<p>Naturally, news of the offering sparked both praise from the diamond hand crew, as well as scathing criticism from the crypto skeptics:</p>\n<p>“The $400 million in debt isn’t being used to fund an acquisition or growth. It’s being used to speculate on a volatile asset,” said Marc Lichtenfeld, chief income strategist at the Oxford Club. “Does MicroStrategy even have a business anymore or is it simply a proxy for Bitcoin -- with borrowed money?”</p>\n<p>The answer is obvious, and considering the move in the stock in the past year, it has been a great strategy... so far.</p>\n<p>News of the offering come in a day when the crypto space tumbled...</p>\n<p><img src=\"https://static.tigerbbs.com/56d960dbf024a8edf236e8b6dbbdf8f8\" tg-width=\"500\" tg-height=\"258\">... after the latest dose of FUD from China (how many times can Beijing credibly ban bitcoin before investors start asking if this is just a daily jawboning tactic to distract from the disastrous reception of the digital yuan).</p>\n<p><img src=\"https://static.tigerbbs.com/2c5879516c43c0287caab5fc0cdd9642\" tg-width=\"512\" tg-height=\"210\"></p>\n<p>Saylor has been one of leading advocates of converting company cash to Bitcoin, saying that the Federal Reserve’s relaxing of its inflation policy helped convince him to invest MicroStrategy’s reserves. The company’s disclosures around Bitcoin and its foray into the digital-assets space served as one of the catalysts to the coin’s red-hot rally in 2020 and early 2021, before it tumbled last month. The coin on Monday traded just over $32,000 down more than 50% from its mid-April record.</p>","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>MicroStrategy Buys 13,005 Bitcoin At $37,617 Using Proceeds From First Ever Crypto Junk Bond</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicroStrategy Buys 13,005 Bitcoin At $37,617 Using Proceeds From First Ever Crypto Junk Bond\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-21 21:10 GMT+8 <a href=https://www.zerohedge.com/crypto/microstrategy-buys-13005-bitcoin-37617-using-proceeds-first-ever-crypto-junk-bond><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Two weeks afterMicrostrategy announced that it was sellingthe first ever batch of $400 million in (subsequentlyupsized to $500 million) junk bonds (6.125% coupon due 2028; by comparison, the average ...</p>\n\n<a href=\"https://www.zerohedge.com/crypto/microstrategy-buys-13005-bitcoin-37617-using-proceeds-first-ever-crypto-junk-bond\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSTR":"Strategy"},"source_url":"https://www.zerohedge.com/crypto/microstrategy-buys-13005-bitcoin-37617-using-proceeds-first-ever-crypto-junk-bond","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159914875","content_text":"Two weeks afterMicrostrategy announced that it was sellingthe first ever batch of $400 million in (subsequentlyupsized to $500 million) junk bonds (6.125% coupon due 2028; by comparison, the average junk bond yields just about 4%) for the sole purpose of buying bitcoin,earlier today MSTR CEO Michael Saylor confirmed that the transaction had been consummated with the company buying 13,005 bitcoin at an average price of $37,617 for a total of $489 million.\nThe transaction has cemented MSTR's status asthe largest corporate hodler of bitcoin, with a total of 105,085 bitcoin acquired for $2.741 billion or an average price of $26,080.\n\nPutting these numbers in context, the amount purchased using junk bond proceeds was more than $100 million higher than the company’s entire operating cash flow since 2016, according to Bloomberg data; MicroStrategy also announced that it was taking a roughly $284.5 million charge during its next earnings report thanks to losses related to fluctuations in the price of the digital asset. That amounts to more than its cumulative earnings since 2011.\nPreviously, MSTR already issued convertible bonds worth around $1 billion in its quest to scoop up more of the coins, though this was the first-ever corporate bond sale with proceeds earmarked for such purchases.\nNaturally, news of the offering sparked both praise from the diamond hand crew, as well as scathing criticism from the crypto skeptics:\n“The $400 million in debt isn’t being used to fund an acquisition or growth. It’s being used to speculate on a volatile asset,” said Marc Lichtenfeld, chief income strategist at the Oxford Club. “Does MicroStrategy even have a business anymore or is it simply a proxy for Bitcoin -- with borrowed money?”\nThe answer is obvious, and considering the move in the stock in the past year, it has been a great strategy... so far.\nNews of the offering come in a day when the crypto space tumbled...\n... after the latest dose of FUD from China (how many times can Beijing credibly ban bitcoin before investors start asking if this is just a daily jawboning tactic to distract from the disastrous reception of the digital yuan).\n\nSaylor has been one of leading advocates of converting company cash to Bitcoin, saying that the Federal Reserve’s relaxing of its inflation policy helped convince him to invest MicroStrategy’s reserves. The company’s disclosures around Bitcoin and its foray into the digital-assets space served as one of the catalysts to the coin’s red-hot rally in 2020 and early 2021, before it tumbled last month. The coin on Monday traded just over $32,000 down more than 50% from its mid-April record.","news_type":1,"symbols_score_info":{"MSTR":0.9}},"isVote":1,"tweetType":1,"viewCount":2025,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":167432620,"gmtCreate":1624281514260,"gmtModify":1703832314357,"author":{"id":"4087281278431620","authorId":"4087281278431620","name":"GopinFrancis","avatar":"https://community-static.tradeup.com/news/a399f116d61cf8ad703b33d3a2ca139a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087281278431620","idStr":"4087281278431620"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/167432620","repostId":"1164918098","repostType":4,"repost":{"id":"1164918098","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":1624276383,"share":"https://ttm.financial/m/news/1164918098?lang=&edition=fundamental","pubTime":"2021-06-21 19:53","market":"us","language":"en","title":"Toplines Before US Market Open on Monday","url":"https://stock-news.laohu8.com/highlight/detail?id=1164918098","media":"Tiger Newspress","summary":"Dow set to bounce after its worst weekly loss since October.\nBitcoin drops as China expands crypto m","content":"<ul>\n <li>Dow set to bounce after its worst weekly loss since October.</li>\n <li>Bitcoin drops as China expands crypto mining crackdown.</li>\n</ul>\n<p>(June 21) US equity futures and global stocks recovered some of their Friday losses after hitting a four-week low earlier in Monday's session, as investors dipped their toe and bought risk after last week’s surprise hawkish shift by the Fed even as the dollar hovered below a 10-week high. S&P 500 futures rebounded after spending most of the Asia session in the red, while Europe's Stoxx 600 Index also recovered from an earlier loss, with U.K. grocer Wm Morrison Supermarkets surging 32% after rejecting an unsolicited takeover bid, sending shares of peers Tesco Plc and J Sainsbury Plc higher.</p>\n<p>At 7:55AM ET the Dow futures contract was up just 185 points, or 0.55%, S&P 500 futures traded 17 points, or 0.41%, higher, and Nasdaq 100 futures climbed 46.5 points, or 0.33%.</p>\n<p><img src=\"https://static.tigerbbs.com/a4ceef7ac430487cbff8fee43fc8f4d7\" tg-width=\"1242\" tg-height=\"523\" referrerpolicy=\"no-referrer\"></p>\n<p><b>\"It just looks like a bit of relief rally following last week’s heavy sell-offs,</b>” said MUFG analyst Lee Hardman. “Market participants will be watching closely comments from Fed officials in the week ahead to see if any push back against hawkish market repricing following last week’s FOMC meeting”</p>\n<p>While meme stocks were once again bid, cryptocurrency-exposed stocks tumbled in U.S. premarket after Bitcoin crashed over the weekend and into Monday amid a fresh crackdown by China whose digital yuan is proving to be a total disaster so far, prompting Beijing to take out its anger on cryptocurrencies. Bitcoin dropped 10%, sliding below $33,000 amid weakening appetite for riskier assets and China ordered payment platform Alipay and domestic banks to not provide services linked to trading of virtual currencies. The Chinese city of Ya’an was said to have started a crackdown on crypto mining firms.</p>\n<p>As a result, Cryptocurrency-exposed stocks slumped: Riot Blockchain (RIOT) plunged 6.5% in premarket trading and Marathon Digital (MARA) drops 7%, while Coinbase (COIN) slips 2.3% and Ebang (EBON) declines 4.4%. Here are some other notable pre-movers today:</p>\n<ul>\n <li>Luokung Technology (LKCO) climbs nearly 14% after announcing its eMapgo Technologies unit won a contract to provide a traffic control network in China’s Jiangxi Province.</li>\n <li><img src=\"https://static.tigerbbs.com/2487421aafcc3f130d1d3ead0fbf9319\" tg-width=\"719\" tg-height=\"495\" referrerpolicy=\"no-referrer\"></li>\n <li>Raven Industries surges 48% after the Agnelli family’s CNH Industrial agreed to buy the U.S. precision agriculture-technology company for about $2.1 billion.</li>\n <li>Torchlight Energy Resources (TRCH) jumped as much as 63% after the stock was touted on Reddit as a potential short squeeze. Other meme stocks also climbed: AMC Entertainment (AMC) advances 3.4% and GameStop (GME) gains 1.8%, while Clover Health (CLOV) rises 1%.</li>\n <li></li>\n</ul>\n<p><b>Stocks making the biggest moves in the premarket: MicroStrategy, Coinbase, Raven Industries & more</b></p>\n<p><b>1) MicroStrategy(MSTR)</b> – MicroStrategy shares tumbled 8.7% in premarket trading amid a slide in bitcoin prices following the expansion ofChina’s crackdown on bitcoin mining. The business analytics company is among the biggest corporate investors in bitcoin, with several billion dollars in holdings on its books.</p>\n<p><b>2) Coinbase(COIN)</b> – The cryptocurrency platform’s stock slid 3% in premarket action, also hit by the drop in cryptocurrencies amid the latest actions by the Chinese government.</p>\n<p><b>3) Raven Industries(RAVN)</b> – Raven agreed to be bought by fellow agricultural equipment makerCNH Industrial(CNHI) for $58 per share, or $2.1 billion, compared to Raven’s Friday close of $38.62 per share. The stock soared 49.7% in premarket trading.</p>\n<p><b>4) ZipRecruiter(ZIP) </b>– The jobs website operator’s shares rose 2.8% in the premarket after Goldman Sachs rated it “buy” in new coverage and Evercore began coverage with a rating of “outperform.” The upbeat assessments cite ZipRecruiter’s growth prospects and ability to disrupt the employment market.</p>\n<p><b>5) HSBC(HSBC)</b> – HSBC sold its French retail bank to private-equity firm Cerberus Capital for 1 euro, and expects to book a $3 billion loss after unloading the unprofitable operation.</p>\n<p><b>6) Pershing Square Tontine Holdings(PSTH) </b>– The SPAC controlled by billionaire investor Bill Ackmanfinalized a dealto buy a 10% stake in Universal Music from Vivendi. The deal values Universal Music – the world’s largest music company – at about $40 billion. Shares gained 1.1% in the premarket.</p>\n<p><b>7) GlaxoSmithKline(GSK) </b>– Glaxo is set to cut its dividend, according to a report in the U.K.’s Daily Mail newspaper. The drugmaker will hold an investor event on Wednesday, and the paper said a cut of as much as 50% will be revealed at that meeting.</p>\n<p><b>8) Tesla(TSLA)</b> – Former Tesla executive Jerome Guillen sold about $274 million in Tesla shares since June 10, according to a Securities and Exchange Commission filing. Guillen left Tesla earlier this month after 11 years, most recently running the company’s Tesla Heavy Trucking unit.</p>\n<p><b>9) American Airlines(AAL)</b> – American Airlineswill cut planned flights for the first half of Julyby about 950 flights, or 1%, to relieve strains on its operations as it deals with the sharp rebound in travel demand.</p>\n<p><b>10) Westlake Chemical(WLK)</b> – Westlake will buy the North American building products business of Australia’s Boral for $2.15 billion. Westlake said the acquisition will boost its presence in products like roofing and siding, and that it will be accretive to earnings during the first year.</p>\n<p><b>11) Amazon.com(AMZN) </b>– Amazon’stwo-day Prime Day eventis underway, the first time the event has been held in June. A number of other major retailers – includingWalmart(WMT),Target(TGT),Kohl’s(KSS),Macy’s(M) andCostco(COST) are holding competing sales events this week.</p>\n<p><b>12) Boston Beer(SAM)</b> – Guggenheim repeated its “buy” recommendation on the Sam Adams beer brewer, and elevated it to “top pick” status. Guggenheim notes a depressed valuation, easier retail comps beginning in June and underappreciated growth prospects for the Truly hard seltzer brand.</p>\n<p><b>Big News</b></p>\n<p><b>1、Prime Day begins as retail faces supply chain disruptions</b></p>\n<p>Amazon’s Prime Daykicked off Mondayafter the e-commerce giant delayed its massive summer sale to October last year due to the pandemic. Prime Day 2020 pulled in $10.4 billion, according to Digital Commerce 360, a 45% increase from the prior year’s two-day event. This year’s Prime Day comes as retail industry grapples with widespread global supply chain disruptions, caused in part by the ripple effects of pandemic-mandated factory closures as well as labor shortages. A recent Covid outbreak in the southern Chinese province of Guangdong has compounded the problem.</p>\n<p><b>2、American Airlines cancels another hundred flights Monday</b></p>\n<p>As travel demand surges toward pre-pandemic levels,American Airlinescanceled another hundred flights Monday afterscrapping hundreds over the weekenddue to staffing shortages, maintenance and other issues. American said it’s trimming its overall schedule by about 1% through mid-July to help ease some of the strain on its operations. The carrier blamed some of the recent problems on scheduling complications stemming from bad weather at its Charlotte and Dallas/Fort Worth hubs during the first half of June. American is also racing to train all of the pilots it furloughed in between two federal aid packages that prohibited layoffs as well as aviators due for periodic recurrent training.</p>","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>Toplines Before US Market Open on Monday</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\">\nToplines Before US Market Open on Monday\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\">2021-06-21 19:53</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<ul>\n <li>Dow set to bounce after its worst weekly loss since October.</li>\n <li>Bitcoin drops as China expands crypto mining crackdown.</li>\n</ul>\n<p>(June 21) US equity futures and global stocks recovered some of their Friday losses after hitting a four-week low earlier in Monday's session, as investors dipped their toe and bought risk after last week’s surprise hawkish shift by the Fed even as the dollar hovered below a 10-week high. S&P 500 futures rebounded after spending most of the Asia session in the red, while Europe's Stoxx 600 Index also recovered from an earlier loss, with U.K. grocer Wm Morrison Supermarkets surging 32% after rejecting an unsolicited takeover bid, sending shares of peers Tesco Plc and J Sainsbury Plc higher.</p>\n<p>At 7:55AM ET the Dow futures contract was up just 185 points, or 0.55%, S&P 500 futures traded 17 points, or 0.41%, higher, and Nasdaq 100 futures climbed 46.5 points, or 0.33%.</p>\n<p><img src=\"https://static.tigerbbs.com/a4ceef7ac430487cbff8fee43fc8f4d7\" tg-width=\"1242\" tg-height=\"523\" referrerpolicy=\"no-referrer\"></p>\n<p><b>\"It just looks like a bit of relief rally following last week’s heavy sell-offs,</b>” said MUFG analyst Lee Hardman. “Market participants will be watching closely comments from Fed officials in the week ahead to see if any push back against hawkish market repricing following last week’s FOMC meeting”</p>\n<p>While meme stocks were once again bid, cryptocurrency-exposed stocks tumbled in U.S. premarket after Bitcoin crashed over the weekend and into Monday amid a fresh crackdown by China whose digital yuan is proving to be a total disaster so far, prompting Beijing to take out its anger on cryptocurrencies. Bitcoin dropped 10%, sliding below $33,000 amid weakening appetite for riskier assets and China ordered payment platform Alipay and domestic banks to not provide services linked to trading of virtual currencies. The Chinese city of Ya’an was said to have started a crackdown on crypto mining firms.</p>\n<p>As a result, Cryptocurrency-exposed stocks slumped: Riot Blockchain (RIOT) plunged 6.5% in premarket trading and Marathon Digital (MARA) drops 7%, while Coinbase (COIN) slips 2.3% and Ebang (EBON) declines 4.4%. Here are some other notable pre-movers today:</p>\n<ul>\n <li>Luokung Technology (LKCO) climbs nearly 14% after announcing its eMapgo Technologies unit won a contract to provide a traffic control network in China’s Jiangxi Province.</li>\n <li><img src=\"https://static.tigerbbs.com/2487421aafcc3f130d1d3ead0fbf9319\" tg-width=\"719\" tg-height=\"495\" referrerpolicy=\"no-referrer\"></li>\n <li>Raven Industries surges 48% after the Agnelli family’s CNH Industrial agreed to buy the U.S. precision agriculture-technology company for about $2.1 billion.</li>\n <li>Torchlight Energy Resources (TRCH) jumped as much as 63% after the stock was touted on Reddit as a potential short squeeze. Other meme stocks also climbed: AMC Entertainment (AMC) advances 3.4% and GameStop (GME) gains 1.8%, while Clover Health (CLOV) rises 1%.</li>\n <li></li>\n</ul>\n<p><b>Stocks making the biggest moves in the premarket: MicroStrategy, Coinbase, Raven Industries & more</b></p>\n<p><b>1) MicroStrategy(MSTR)</b> – MicroStrategy shares tumbled 8.7% in premarket trading amid a slide in bitcoin prices following the expansion ofChina’s crackdown on bitcoin mining. The business analytics company is among the biggest corporate investors in bitcoin, with several billion dollars in holdings on its books.</p>\n<p><b>2) Coinbase(COIN)</b> – The cryptocurrency platform’s stock slid 3% in premarket action, also hit by the drop in cryptocurrencies amid the latest actions by the Chinese government.</p>\n<p><b>3) Raven Industries(RAVN)</b> – Raven agreed to be bought by fellow agricultural equipment makerCNH Industrial(CNHI) for $58 per share, or $2.1 billion, compared to Raven’s Friday close of $38.62 per share. The stock soared 49.7% in premarket trading.</p>\n<p><b>4) ZipRecruiter(ZIP) </b>– The jobs website operator’s shares rose 2.8% in the premarket after Goldman Sachs rated it “buy” in new coverage and Evercore began coverage with a rating of “outperform.” The upbeat assessments cite ZipRecruiter’s growth prospects and ability to disrupt the employment market.</p>\n<p><b>5) HSBC(HSBC)</b> – HSBC sold its French retail bank to private-equity firm Cerberus Capital for 1 euro, and expects to book a $3 billion loss after unloading the unprofitable operation.</p>\n<p><b>6) Pershing Square Tontine Holdings(PSTH) </b>– The SPAC controlled by billionaire investor Bill Ackmanfinalized a dealto buy a 10% stake in Universal Music from Vivendi. The deal values Universal Music – the world’s largest music company – at about $40 billion. Shares gained 1.1% in the premarket.</p>\n<p><b>7) GlaxoSmithKline(GSK) </b>– Glaxo is set to cut its dividend, according to a report in the U.K.’s Daily Mail newspaper. The drugmaker will hold an investor event on Wednesday, and the paper said a cut of as much as 50% will be revealed at that meeting.</p>\n<p><b>8) Tesla(TSLA)</b> – Former Tesla executive Jerome Guillen sold about $274 million in Tesla shares since June 10, according to a Securities and Exchange Commission filing. Guillen left Tesla earlier this month after 11 years, most recently running the company’s Tesla Heavy Trucking unit.</p>\n<p><b>9) American Airlines(AAL)</b> – American Airlineswill cut planned flights for the first half of Julyby about 950 flights, or 1%, to relieve strains on its operations as it deals with the sharp rebound in travel demand.</p>\n<p><b>10) Westlake Chemical(WLK)</b> – Westlake will buy the North American building products business of Australia’s Boral for $2.15 billion. Westlake said the acquisition will boost its presence in products like roofing and siding, and that it will be accretive to earnings during the first year.</p>\n<p><b>11) Amazon.com(AMZN) </b>– Amazon’stwo-day Prime Day eventis underway, the first time the event has been held in June. A number of other major retailers – includingWalmart(WMT),Target(TGT),Kohl’s(KSS),Macy’s(M) andCostco(COST) are holding competing sales events this week.</p>\n<p><b>12) Boston Beer(SAM)</b> – Guggenheim repeated its “buy” recommendation on the Sam Adams beer brewer, and elevated it to “top pick” status. Guggenheim notes a depressed valuation, easier retail comps beginning in June and underappreciated growth prospects for the Truly hard seltzer brand.</p>\n<p><b>Big News</b></p>\n<p><b>1、Prime Day begins as retail faces supply chain disruptions</b></p>\n<p>Amazon’s Prime Daykicked off Mondayafter the e-commerce giant delayed its massive summer sale to October last year due to the pandemic. Prime Day 2020 pulled in $10.4 billion, according to Digital Commerce 360, a 45% increase from the prior year’s two-day event. This year’s Prime Day comes as retail industry grapples with widespread global supply chain disruptions, caused in part by the ripple effects of pandemic-mandated factory closures as well as labor shortages. A recent Covid outbreak in the southern Chinese province of Guangdong has compounded the problem.</p>\n<p><b>2、American Airlines cancels another hundred flights Monday</b></p>\n<p>As travel demand surges toward pre-pandemic levels,American Airlinescanceled another hundred flights Monday afterscrapping hundreds over the weekenddue to staffing shortages, maintenance and other issues. American said it’s trimming its overall schedule by about 1% through mid-July to help ease some of the strain on its operations. The carrier blamed some of the recent problems on scheduling complications stemming from bad weather at its Charlotte and Dallas/Fort Worth hubs during the first half of June. American is also racing to train all of the pilots it furloughed in between two federal aid packages that prohibited layoffs as well as aviators due for periodic recurrent training.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","SPY":"标普500ETF",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164918098","content_text":"Dow set to bounce after its worst weekly loss since October.\nBitcoin drops as China expands crypto mining crackdown.\n\n(June 21) US equity futures and global stocks recovered some of their Friday losses after hitting a four-week low earlier in Monday's session, as investors dipped their toe and bought risk after last week’s surprise hawkish shift by the Fed even as the dollar hovered below a 10-week high. S&P 500 futures rebounded after spending most of the Asia session in the red, while Europe's Stoxx 600 Index also recovered from an earlier loss, with U.K. grocer Wm Morrison Supermarkets surging 32% after rejecting an unsolicited takeover bid, sending shares of peers Tesco Plc and J Sainsbury Plc higher.\nAt 7:55AM ET the Dow futures contract was up just 185 points, or 0.55%, S&P 500 futures traded 17 points, or 0.41%, higher, and Nasdaq 100 futures climbed 46.5 points, or 0.33%.\n\n\"It just looks like a bit of relief rally following last week’s heavy sell-offs,” said MUFG analyst Lee Hardman. “Market participants will be watching closely comments from Fed officials in the week ahead to see if any push back against hawkish market repricing following last week’s FOMC meeting”\nWhile meme stocks were once again bid, cryptocurrency-exposed stocks tumbled in U.S. premarket after Bitcoin crashed over the weekend and into Monday amid a fresh crackdown by China whose digital yuan is proving to be a total disaster so far, prompting Beijing to take out its anger on cryptocurrencies. Bitcoin dropped 10%, sliding below $33,000 amid weakening appetite for riskier assets and China ordered payment platform Alipay and domestic banks to not provide services linked to trading of virtual currencies. The Chinese city of Ya’an was said to have started a crackdown on crypto mining firms.\nAs a result, Cryptocurrency-exposed stocks slumped: Riot Blockchain (RIOT) plunged 6.5% in premarket trading and Marathon Digital (MARA) drops 7%, while Coinbase (COIN) slips 2.3% and Ebang (EBON) declines 4.4%. Here are some other notable pre-movers today:\n\nLuokung Technology (LKCO) climbs nearly 14% after announcing its eMapgo Technologies unit won a contract to provide a traffic control network in China’s Jiangxi Province.\n\nRaven Industries surges 48% after the Agnelli family’s CNH Industrial agreed to buy the U.S. precision agriculture-technology company for about $2.1 billion.\nTorchlight Energy Resources (TRCH) jumped as much as 63% after the stock was touted on Reddit as a potential short squeeze. Other meme stocks also climbed: AMC Entertainment (AMC) advances 3.4% and GameStop (GME) gains 1.8%, while Clover Health (CLOV) rises 1%.\n\n\nStocks making the biggest moves in the premarket: MicroStrategy, Coinbase, Raven Industries & more\n1) MicroStrategy(MSTR) – MicroStrategy shares tumbled 8.7% in premarket trading amid a slide in bitcoin prices following the expansion ofChina’s crackdown on bitcoin mining. The business analytics company is among the biggest corporate investors in bitcoin, with several billion dollars in holdings on its books.\n2) Coinbase(COIN) – The cryptocurrency platform’s stock slid 3% in premarket action, also hit by the drop in cryptocurrencies amid the latest actions by the Chinese government.\n3) Raven Industries(RAVN) – Raven agreed to be bought by fellow agricultural equipment makerCNH Industrial(CNHI) for $58 per share, or $2.1 billion, compared to Raven’s Friday close of $38.62 per share. The stock soared 49.7% in premarket trading.\n4) ZipRecruiter(ZIP) – The jobs website operator’s shares rose 2.8% in the premarket after Goldman Sachs rated it “buy” in new coverage and Evercore began coverage with a rating of “outperform.” The upbeat assessments cite ZipRecruiter’s growth prospects and ability to disrupt the employment market.\n5) HSBC(HSBC) – HSBC sold its French retail bank to private-equity firm Cerberus Capital for 1 euro, and expects to book a $3 billion loss after unloading the unprofitable operation.\n6) Pershing Square Tontine Holdings(PSTH) – The SPAC controlled by billionaire investor Bill Ackmanfinalized a dealto buy a 10% stake in Universal Music from Vivendi. The deal values Universal Music – the world’s largest music company – at about $40 billion. Shares gained 1.1% in the premarket.\n7) GlaxoSmithKline(GSK) – Glaxo is set to cut its dividend, according to a report in the U.K.’s Daily Mail newspaper. The drugmaker will hold an investor event on Wednesday, and the paper said a cut of as much as 50% will be revealed at that meeting.\n8) Tesla(TSLA) – Former Tesla executive Jerome Guillen sold about $274 million in Tesla shares since June 10, according to a Securities and Exchange Commission filing. Guillen left Tesla earlier this month after 11 years, most recently running the company’s Tesla Heavy Trucking unit.\n9) American Airlines(AAL) – American Airlineswill cut planned flights for the first half of Julyby about 950 flights, or 1%, to relieve strains on its operations as it deals with the sharp rebound in travel demand.\n10) Westlake Chemical(WLK) – Westlake will buy the North American building products business of Australia’s Boral for $2.15 billion. Westlake said the acquisition will boost its presence in products like roofing and siding, and that it will be accretive to earnings during the first year.\n11) Amazon.com(AMZN) – Amazon’stwo-day Prime Day eventis underway, the first time the event has been held in June. A number of other major retailers – includingWalmart(WMT),Target(TGT),Kohl’s(KSS),Macy’s(M) andCostco(COST) are holding competing sales events this week.\n12) Boston Beer(SAM) – Guggenheim repeated its “buy” recommendation on the Sam Adams beer brewer, and elevated it to “top pick” status. Guggenheim notes a depressed valuation, easier retail comps beginning in June and underappreciated growth prospects for the Truly hard seltzer brand.\nBig News\n1、Prime Day begins as retail faces supply chain disruptions\nAmazon’s Prime Daykicked off Mondayafter the e-commerce giant delayed its massive summer sale to October last year due to the pandemic. Prime Day 2020 pulled in $10.4 billion, according to Digital Commerce 360, a 45% increase from the prior year’s two-day event. This year’s Prime Day comes as retail industry grapples with widespread global supply chain disruptions, caused in part by the ripple effects of pandemic-mandated factory closures as well as labor shortages. A recent Covid outbreak in the southern Chinese province of Guangdong has compounded the problem.\n2、American Airlines cancels another hundred flights Monday\nAs travel demand surges toward pre-pandemic levels,American Airlinescanceled another hundred flights Monday afterscrapping hundreds over the weekenddue to staffing shortages, maintenance and other issues. American said it’s trimming its overall schedule by about 1% through mid-July to help ease some of the strain on its operations. The carrier blamed some of the recent problems on scheduling complications stemming from bad weather at its Charlotte and Dallas/Fort Worth hubs during the first half of June. American is also racing to train all of the pilots it furloughed in between two federal aid packages that prohibited layoffs as well as aviators due for periodic recurrent training.","news_type":1,"symbols_score_info":{".SPX":0.9,"SPY":0.9,".IXIC":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":1787,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}