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2021-05-07

Right😃

Amazon: The Most Clearly Undervalued Company<blockquote>亚马逊：最明显被低估的公司</blockquote>

2021-05-06

Like pls

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2021-05-06

😄

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2021-05-02

Gee

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2021-04-30

[Smile]

Palantir CEO Saw Compensation Rise Nearly 9,000% In 2020<blockquote>Palantir首席执行官2020年薪酬上涨近9,000%</blockquote>

2021-04-29

[Happy]

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2021-04-29

👍

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2021-04-29

😃

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2021-04-22

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2021-04-22

👍

5 Stocks To Consider For Earth Day<blockquote>地球日值得考虑的5只股票</blockquote>

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12:02","market":"us","language":"en","title":"Amazon: The Most Clearly Undervalued Company<blockquote>亚马逊：最明显被低估的公司</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1157328258","media":"Seeking alpha","summary":"SummaryAmazon is one of the companies whose growth has not yet reached its limit and not even entere","content":"<p>Summary</p><p><blockquote>总结</blockquote></p><p><ul><li>Amazon is one of the companies whose growth has not yet reached its limit and not even entered the plateau phase.</li><li>In terms of comparative valuation, AMZN is undervalued against the market.</li><li>DCF-based Amazon stock price target suggests 30% upside potential. But I think this is not even a basic scenario, but a pessimistic scenario.</li></ul>I present my comprehensive Amazon (AMZN) analysis in light of the results of the last quarter.</p><p><blockquote><ul><li>亚马逊是增长尚未达到极限，甚至还没有进入平台期的公司之一。</li><li>就比较估值而言，AMZN相对于市场被低估。</li><li>基于DCF的亚马逊股价目标显示30%的上涨潜力。但我认为这甚至不是一个基本的情景，而是一个悲观的情景。</li></ul>我根据上个季度的业绩对亚马逊（AMZN）进行了全面的分析。</blockquote></p><p>#1 Price vs. Growth</p><p><blockquote>#1价格与增长</blockquote></p><p>First of all, let's assess whether we can statistically state that Amazon's growth has accelerated or slowed down in the last quarter. To do this, let's compare the revenue growth trends of the key segments of the company with and without the results of the last four quarters.</p><p><blockquote>首先，我们来评估一下我们是否可以从统计数据上说明亚马逊上个季度的增长是加速还是放缓。为此，让我们比较一下有和没有过去四个季度业绩的公司关键部门的收入增长趋势。</blockquote></p><p>The dynamics of the 'Online Stores' segment showed a qualitative breakthrough. Without taking into account the last four quarters, a near-linear trend was observed here. Now, it has become exponential:</p><p><blockquote>“在线商店”部分的动态显示出质的突破。在不考虑过去四个季度的情况下，这里观察到了接近线性的趋势。现在，它已经成为指数级增长：</blockquote></p><p><img src=\"https://static.tigerbbs.com/bac49a9df0e5b978dc15e20bedfce3da\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p><i>Source: VisualizedAnalytics.com</i></p><p><blockquote><i>资料来源：VisualizedAnalytics.com</i></blockquote></p><p>The 'Third-Party Seller Services' segment - the exponential growth continues:</p><p><blockquote>“第三方卖家服务”细分市场——指数级增长仍在继续：</blockquote></p><p><img src=\"https://static.tigerbbs.com/6b58df42726bc01c8a5e5c2940d0476d\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p><i>Source: VisualizedAnalytics.com</i></p><p><blockquote><i>资料来源：VisualizedAnalytics.com</i></blockquote></p><p>The 'Subscription Services' (Amazon Prime) segment - here the acceleration remains, and the result of the last quarter was better than the trend:</p><p><blockquote>“订阅服务”（Amazon Prime）细分市场——这里的加速仍然存在，上个季度的结果好于趋势：</blockquote></p><p><i>Source: VisualizedAnalytics.com</i></p><p><blockquote><i>资料来源：VisualizedAnalytics.com</i></blockquote></p><p>The 'Other' (advertising services) segment has also showed a significant acceleration:<img src=\"https://static.tigerbbs.com/a58095394bdd79d561166a74942a9e55\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p><p><blockquote>“其他”（广告服务）部门也显示出显着的加速：</blockquote></p><p><i>Source: VisualizedAnalytics.com</i></p><p><blockquote><i>资料来源：VisualizedAnalytics.com</i></blockquote></p><p>The growth trend of 'Amazon Web Services' has slowed down, but judging by the results of the last quarter, there is a gradual return to the previous trend:</p><p><blockquote>‘Amazon Web Services’的增长趋势有所放缓，但从上个季度的结果来看，有逐渐回归之前的趋势：</blockquote></p><p><img src=\"https://static.tigerbbs.com/07069ccaab37c32eed56da69881e7bce\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><i>Source: VisualizedAnalytics.com</i></p><p><blockquote><i>资料来源：VisualizedAnalytics.com</i></blockquote></p><p>Geographically, Amazon's revenue was also significantly better than the trend:</p><p><blockquote>从地域上看，亚马逊的营收也明显好于趋势：</blockquote></p><p><img src=\"https://static.tigerbbs.com/a1d9246e5c01aac6c62e49ad7cd73e2c\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/0e7276161a3d2b2159ab3d727d3cb7d9\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><i>Source: VisualizedAnalytics.com</i></p><p><blockquote><i>资料来源：VisualizedAnalytics.com</i></blockquote></p><p><i>So, statistically, not subjectively, we should recognize the acceleration of the company's growth</i><i><b>in all key segments</b></i><i>. In my opinion, this is exactly what is expected from Amazon.</i></p><p><blockquote><i>因此，从统计上，而不是主观上，我们应该认识到公司增长的加速</i><i><b>在所有关键细分市场</b></i><i>.在我看来，这正是人们对亚马逊的期望。</i></blockquote></p><p>Further. Over the last 10 years, Amazon's capitalization has been in a qualitative linear relationship with its revenue:</p><p><blockquote>更远地。在过去10年中，亚马逊的资本化与其收入呈定性线性关系：</blockquote></p><p><img src=\"https://static.tigerbbs.com/f105c314902d29dae4d0f0e400aa2245\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p><i>Source: VisualizedAnalytics.com</i></p><p><blockquote><i>资料来源：VisualizedAnalytics.com</i></blockquote></p><p>There is also a certain influence of the company's revenue growth rate on its multiples:</p><p><blockquote>公司营收增速对其倍数也有一定影响：</blockquote></p><p><img src=\"https://static.tigerbbs.com/8beca01b5624a15aab79465c580ded6b\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p><i>Source: VisualizedAnalytics.com</i></p><p><blockquote><i>资料来源：VisualizedAnalytics.com</i></blockquote></p><p>Based on these two relationships and taking into account the influence of the growth of theM2 money stockin the US, it is possible to build another model that allows us to determine the balanced level of the company's capitalization. In addition, this model allows to model the growth of the company's capitalization based on the current expectations of analysts regarding the company's revenue growth in the next four quarters. Here is this model:</p><p><blockquote>基于这两种关系，并考虑到美国货币存量增长的影响，有可能建立另一个模型，使我们能够确定公司资本化的平衡水平。此外，该模型允许根据分析师当前对公司未来四个季度收入增长的预期来模拟公司资本的增长。这是这个模型：</blockquote></p><p><img src=\"https://static.tigerbbs.com/083fa1dc350e5e54cc7d3145744c9e4c\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/d63f0cff5e0dd83343d26ee90552a033\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p><i>Source: VisualizedAnalytics.com</i></p><p><blockquote><i>资料来源：VisualizedAnalytics.com</i></blockquote></p><p><i>As you can see, firstly, this model indicates that the company's current price is already</i><i><b>below the balanced level</b></i><i>. And secondly, it assumes a</i><i><b>25% growth</b></i><i>in capitalization in the next four quarters.</i></p><p><blockquote><i>正如你所看到的，首先，这个模型表明公司当前的价格已经</i><i><b>低于平衡水平</b></i><i>其次，它假设</i><i><b>25%增长</b></i><i>未来四个季度的资本化。</i></blockquote></p><p>#2 Comparative Valuation</p><p><blockquote>#2比较估值</blockquote></p><p>In the previous block, I modeled Amazon's balanced price based on revenue. What is remarkable is that if we apply the same approach to the comparative valuation of the company using multiples, we will fail. At least I have not been able to find a single revenue-based multiple that would make it possible to successfully compare Amazon to other companies. But the forward P/E (next FY) multiple adjusted by the expected EPS annual growth rate made it possible to find a suitable model:</p><p><blockquote>在上一个模块中，我根据收入对亚马逊的均衡价格进行了建模。值得注意的是，如果我们用同样的方法使用倍数对公司进行比较估值，我们就会失败。至少我还没有找到一个基于收入的倍数来成功地将亚马逊与其他公司进行比较。但根据预期每股收益年增长率调整后的远期市盈率（下一财年）倍数使得找到合适的模型成为可能：</blockquote></p><p></p><p><img src=\"https://static.tigerbbs.com/97ac0310bcef622e12c8c21d46979f7e\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/8d7573ff8a7fc00719a51042f09fc989\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><i>Source: VisualizedAnalytics.com</i></p><p><blockquote><i>资料来源：VisualizedAnalytics.com</i></blockquote></p><p><i>As you can see, judging by this multiple, Amazon is significantly undervalued.</i></p><p><blockquote><i>正如你所看到的，从这个倍数来看，亚马逊被严重低估了。</i></blockquote></p><p>#3 Discounted Cash Flow Model</p><p><blockquote>#3贴现现金流模型</blockquote></p><p>When predicting Amazon's revenue for the next decade, I proceeded from the average expectations ofanalysts:</p><p><blockquote>在预测亚马逊未来十年的收入时，我从分析师的平均预期出发：</blockquote></p><p><img src=\"https://static.tigerbbs.com/9f41298db73dbcd92469026cc4e767c4\" tg-width=\"640\" tg-height=\"323\" referrerpolicy=\"no-referrer\"><i>Source: Seeking Alpha Pro</i></p><p><blockquote><i>资料来源：寻求Alpha Pro</i></blockquote></p><p>When predicting the dynamics of Amazon's operating margin, I also proceeded from analysts'expectationsregarding the growth of the company's EPS, and taking into account the gradual increase in the tax rate to 25%. In my opinion, a gradual increase in the operating margin to 8% in the terminal year is a very realistic scenario.</p><p><blockquote>在预测亚马逊营业利润率的动态时，我也从分析师对公司每股收益增长的预期出发，并考虑到税率逐渐提高到25%。在我看来，在终端年将营业利润率逐步提高到8%是一个非常现实的情况。</blockquote></p><p>Here is the calculation of the Weighted Average Cost of Capital:</p><p><blockquote>以下是加权平均资本成本的计算方法：</blockquote></p><p><img src=\"https://static.tigerbbs.com/759163398701e54efd7cfabd11a0867d\" tg-width=\"480\" tg-height=\"374\" referrerpolicy=\"no-referrer\"><i>Source: Author</i></p><p><blockquote><i>来源：作者</i></blockquote></p><p>Some explanations:</p><p><blockquote>一些解释：</blockquote></p><p><ul><li>In order to calculate the market rate of return, I used values of equityriskpremium (4.72%) and the current yield of UST10 as a risk-free rate (1.6%).</li><li>I used the currentvalueof the three-year beta coefficient (0.92). For the terminal year, I used Beta equal to 1.</li><li>To calculate the Cost of Debt, I used the interest expense for 2019 and 2020 divided by the debt value for the same years.</li></ul>Here is the model itself:</p><p><blockquote><ul><li>为了计算市场回报率，我使用了equityriskpremium（4.72%）和UST10的当前收益率作为无风险利率（1.6%）。</li><li>我使用了三年贝塔系数的当前值（0.92）。在最后一年，我使用Beta等于1。</li><li>为了计算债务成本，我使用2019年和2020年的利息支出除以同年的债务价值。</li></ul>以下是模型本身：</blockquote></p><p><img src=\"https://static.tigerbbs.com/0df02bca01b3ef74d3b640d95eb00590\" tg-width=\"640\" tg-height=\"528\" referrerpolicy=\"no-referrer\">(In high resolution)</p><p><blockquote>（高分辨率）</blockquote></p><p><i>Source: Author</i></p><p><blockquote><i>来源：作者</i></blockquote></p><p><i>The DCF-based target price of Amazon's shares is $4,280, offering 29% upside.</i></p><p><blockquote><i>亚马逊股票基于DCF的目标价为4,280美元，上涨空间为29%。</i></blockquote></p><p>Final thoughts</p><p><blockquote>最后的想法</blockquote></p><p><ol><li>Amazon is one of the companies whose growth has not yet reached its limit and not even entered the plateau phase. In a sense, this is a startup with $73 billion cash.</li><li>The fact that Amazon remains in the acceleration phase does not mean that its capitalization is constantly undervalued. But in this case, based on the patterns between the company's capitalization and the parameters of its revenue, we can conclude that the company is<b>undervalued</b>.</li><li>Comparing Amazon to other companies through the prism of expected EPS growth, it must be admitted that the company is<b>much cheaper</b>than the market.</li><li>DCF model based on average expectations analysts indicate a 30% undervaluation. At the start of the year, a similarmodelindicated a 20% undervaluation.</li><li>When you look at Amazon's revenue forecast for the next decade, you realize that the company will face growth problems. But in my opinion,<i>it is better to invest in a company facing growth problems than aging problems</i>.</li></ol></p><p><blockquote><ol><li>亚马逊是增长尚未达到极限，甚至还没有进入平台期的公司之一。从某种意义上说，这是一家拥有730亿美元现金的初创公司。</li><li>亚马逊仍处于加速阶段的事实并不意味着其市值不断被低估。但在这种情况下，根据公司的资本化和收入参数之间的模式，我们可以得出结论，公司是<b>被低估</b>.</li><li>通过预期每股收益增长的棱镜将亚马逊与其他公司进行比较，必须承认该公司是<b>便宜多了</b>比市场。</li><li>基于平均预期的DCF模型分析师表示低估了30%。今年年初，类似的模型显示估值被低估了20%。</li><li>当你看亚马逊未来十年的收入预测时，你会意识到该公司将面临增长问题。但在我看来，<i>投资一家面临增长问题的公司比投资老龄化问题的公司更好</i>.</li></ol></blockquote></p><p></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>Amazon: The Most Clearly Undervalued Company<blockquote>亚马逊：最明显被低估的公司</blockquote></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: 12.5px; color: #7E829C; margin: 0;}\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\">\nAmazon: The Most Clearly Undervalued Company<blockquote>亚马逊：最明显被低估的公司</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking alpha</strong><span class=\"h-time small\">2021-05-07 12:02</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Summary</p><p><blockquote>总结</blockquote></p><p><ul><li>Amazon is one of the companies whose growth has not yet reached its limit and not even entered the plateau phase.</li><li>In terms of comparative valuation, AMZN is undervalued against the market.</li><li>DCF-based Amazon stock price target suggests 30% upside potential. But I think this is not even a basic scenario, but a pessimistic scenario.</li></ul>I present my comprehensive Amazon (AMZN) analysis in light of the results of the last quarter.</p><p><blockquote><ul><li>亚马逊是增长尚未达到极限，甚至还没有进入平台期的公司之一。</li><li>就比较估值而言，AMZN相对于市场被低估。</li><li>基于DCF的亚马逊股价目标显示30%的上涨潜力。但我认为这甚至不是一个基本的情景，而是一个悲观的情景。</li></ul>我根据上个季度的业绩对亚马逊（AMZN）进行了全面的分析。</blockquote></p><p>#1 Price vs. Growth</p><p><blockquote>#1价格与增长</blockquote></p><p>First of all, let's assess whether we can statistically state that Amazon's growth has accelerated or slowed down in the last quarter. To do this, let's compare the revenue growth trends of the key segments of the company with and without the results of the last four quarters.</p><p><blockquote>首先，我们来评估一下我们是否可以从统计数据上说明亚马逊上个季度的增长是加速还是放缓。为此，让我们比较一下有和没有过去四个季度业绩的公司关键部门的收入增长趋势。</blockquote></p><p>The dynamics of the 'Online Stores' segment showed a qualitative breakthrough. Without taking into account the last four quarters, a near-linear trend was observed here. Now, it has become exponential:</p><p><blockquote>“在线商店”部分的动态显示出质的突破。在不考虑过去四个季度的情况下，这里观察到了接近线性的趋势。现在，它已经成为指数级增长：</blockquote></p><p><img src=\"https://static.tigerbbs.com/bac49a9df0e5b978dc15e20bedfce3da\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p><i>Source: VisualizedAnalytics.com</i></p><p><blockquote><i>资料来源：VisualizedAnalytics.com</i></blockquote></p><p>The 'Third-Party Seller Services' segment - the exponential growth continues:</p><p><blockquote>“第三方卖家服务”细分市场——指数级增长仍在继续：</blockquote></p><p><img src=\"https://static.tigerbbs.com/6b58df42726bc01c8a5e5c2940d0476d\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p><i>Source: VisualizedAnalytics.com</i></p><p><blockquote><i>资料来源：VisualizedAnalytics.com</i></blockquote></p><p>The 'Subscription Services' (Amazon Prime) segment - here the acceleration remains, and the result of the last quarter was better than the trend:</p><p><blockquote>“订阅服务”（Amazon Prime）细分市场——这里的加速仍然存在，上个季度的结果好于趋势：</blockquote></p><p><i>Source: VisualizedAnalytics.com</i></p><p><blockquote><i>资料来源：VisualizedAnalytics.com</i></blockquote></p><p>The 'Other' (advertising services) segment has also showed a significant acceleration:<img src=\"https://static.tigerbbs.com/a58095394bdd79d561166a74942a9e55\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p><p><blockquote>“其他”（广告服务）部门也显示出显着的加速：</blockquote></p><p><i>Source: VisualizedAnalytics.com</i></p><p><blockquote><i>资料来源：VisualizedAnalytics.com</i></blockquote></p><p>The growth trend of 'Amazon Web Services' has slowed down, but judging by the results of the last quarter, there is a gradual return to the previous trend:</p><p><blockquote>‘Amazon Web Services’的增长趋势有所放缓，但从上个季度的结果来看，有逐渐回归之前的趋势：</blockquote></p><p><img src=\"https://static.tigerbbs.com/07069ccaab37c32eed56da69881e7bce\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><i>Source: VisualizedAnalytics.com</i></p><p><blockquote><i>资料来源：VisualizedAnalytics.com</i></blockquote></p><p>Geographically, Amazon's revenue was also significantly better than the trend:</p><p><blockquote>从地域上看，亚马逊的营收也明显好于趋势：</blockquote></p><p><img src=\"https://static.tigerbbs.com/a1d9246e5c01aac6c62e49ad7cd73e2c\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/0e7276161a3d2b2159ab3d727d3cb7d9\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><i>Source: VisualizedAnalytics.com</i></p><p><blockquote><i>资料来源：VisualizedAnalytics.com</i></blockquote></p><p><i>So, statistically, not subjectively, we should recognize the acceleration of the company's growth</i><i><b>in all key segments</b></i><i>. In my opinion, this is exactly what is expected from Amazon.</i></p><p><blockquote><i>因此，从统计上，而不是主观上，我们应该认识到公司增长的加速</i><i><b>在所有关键细分市场</b></i><i>.在我看来，这正是人们对亚马逊的期望。</i></blockquote></p><p>Further. Over the last 10 years, Amazon's capitalization has been in a qualitative linear relationship with its revenue:</p><p><blockquote>更远地。在过去10年中，亚马逊的资本化与其收入呈定性线性关系：</blockquote></p><p><img src=\"https://static.tigerbbs.com/f105c314902d29dae4d0f0e400aa2245\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p><i>Source: VisualizedAnalytics.com</i></p><p><blockquote><i>资料来源：VisualizedAnalytics.com</i></blockquote></p><p>There is also a certain influence of the company's revenue growth rate on its multiples:</p><p><blockquote>公司营收增速对其倍数也有一定影响：</blockquote></p><p><img src=\"https://static.tigerbbs.com/8beca01b5624a15aab79465c580ded6b\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p><i>Source: VisualizedAnalytics.com</i></p><p><blockquote><i>资料来源：VisualizedAnalytics.com</i></blockquote></p><p>Based on these two relationships and taking into account the influence of the growth of theM2 money stockin the US, it is possible to build another model that allows us to determine the balanced level of the company's capitalization. In addition, this model allows to model the growth of the company's capitalization based on the current expectations of analysts regarding the company's revenue growth in the next four quarters. Here is this model:</p><p><blockquote>基于这两种关系，并考虑到美国货币存量增长的影响，有可能建立另一个模型，使我们能够确定公司资本化的平衡水平。此外，该模型允许根据分析师当前对公司未来四个季度收入增长的预期来模拟公司资本的增长。这是这个模型：</blockquote></p><p><img src=\"https://static.tigerbbs.com/083fa1dc350e5e54cc7d3145744c9e4c\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/d63f0cff5e0dd83343d26ee90552a033\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p><i>Source: VisualizedAnalytics.com</i></p><p><blockquote><i>资料来源：VisualizedAnalytics.com</i></blockquote></p><p><i>As you can see, firstly, this model indicates that the company's current price is already</i><i><b>below the balanced level</b></i><i>. And secondly, it assumes a</i><i><b>25% growth</b></i><i>in capitalization in the next four quarters.</i></p><p><blockquote><i>正如你所看到的，首先，这个模型表明公司当前的价格已经</i><i><b>低于平衡水平</b></i><i>其次，它假设</i><i><b>25%增长</b></i><i>未来四个季度的资本化。</i></blockquote></p><p>#2 Comparative Valuation</p><p><blockquote>#2比较估值</blockquote></p><p>In the previous block, I modeled Amazon's balanced price based on revenue. What is remarkable is that if we apply the same approach to the comparative valuation of the company using multiples, we will fail. At least I have not been able to find a single revenue-based multiple that would make it possible to successfully compare Amazon to other companies. But the forward P/E (next FY) multiple adjusted by the expected EPS annual growth rate made it possible to find a suitable model:</p><p><blockquote>在上一个模块中，我根据收入对亚马逊的均衡价格进行了建模。值得注意的是，如果我们用同样的方法使用倍数对公司进行比较估值，我们就会失败。至少我还没有找到一个基于收入的倍数来成功地将亚马逊与其他公司进行比较。但根据预期每股收益年增长率调整后的远期市盈率（下一财年）倍数使得找到合适的模型成为可能：</blockquote></p><p></p><p><img src=\"https://static.tigerbbs.com/97ac0310bcef622e12c8c21d46979f7e\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/8d7573ff8a7fc00719a51042f09fc989\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><i>Source: VisualizedAnalytics.com</i></p><p><blockquote><i>资料来源：VisualizedAnalytics.com</i></blockquote></p><p><i>As you can see, judging by this multiple, Amazon is significantly undervalued.</i></p><p><blockquote><i>正如你所看到的，从这个倍数来看，亚马逊被严重低估了。</i></blockquote></p><p>#3 Discounted Cash Flow Model</p><p><blockquote>#3贴现现金流模型</blockquote></p><p>When predicting Amazon's revenue for the next decade, I proceeded from the average expectations ofanalysts:</p><p><blockquote>在预测亚马逊未来十年的收入时，我从分析师的平均预期出发：</blockquote></p><p><img src=\"https://static.tigerbbs.com/9f41298db73dbcd92469026cc4e767c4\" tg-width=\"640\" tg-height=\"323\" referrerpolicy=\"no-referrer\"><i>Source: Seeking Alpha Pro</i></p><p><blockquote><i>资料来源：寻求Alpha Pro</i></blockquote></p><p>When predicting the dynamics of Amazon's operating margin, I also proceeded from analysts'expectationsregarding the growth of the company's EPS, and taking into account the gradual increase in the tax rate to 25%. In my opinion, a gradual increase in the operating margin to 8% in the terminal year is a very realistic scenario.</p><p><blockquote>在预测亚马逊营业利润率的动态时，我也从分析师对公司每股收益增长的预期出发，并考虑到税率逐渐提高到25%。在我看来，在终端年将营业利润率逐步提高到8%是一个非常现实的情况。</blockquote></p><p>Here is the calculation of the Weighted Average Cost of Capital:</p><p><blockquote>以下是加权平均资本成本的计算方法：</blockquote></p><p><img src=\"https://static.tigerbbs.com/759163398701e54efd7cfabd11a0867d\" tg-width=\"480\" tg-height=\"374\" referrerpolicy=\"no-referrer\"><i>Source: Author</i></p><p><blockquote><i>来源：作者</i></blockquote></p><p>Some explanations:</p><p><blockquote>一些解释：</blockquote></p><p><ul><li>In order to calculate the market rate of return, I used values of equityriskpremium (4.72%) and the current yield of UST10 as a risk-free rate (1.6%).</li><li>I used the currentvalueof the three-year beta coefficient (0.92). For the terminal year, I used Beta equal to 1.</li><li>To calculate the Cost of Debt, I used the interest expense for 2019 and 2020 divided by the debt value for the same years.</li></ul>Here is the model itself:</p><p><blockquote><ul><li>为了计算市场回报率，我使用了equityriskpremium（4.72%）和UST10的当前收益率作为无风险利率（1.6%）。</li><li>我使用了三年贝塔系数的当前值（0.92）。在最后一年，我使用Beta等于1。</li><li>为了计算债务成本，我使用2019年和2020年的利息支出除以同年的债务价值。</li></ul>以下是模型本身：</blockquote></p><p><img src=\"https://static.tigerbbs.com/0df02bca01b3ef74d3b640d95eb00590\" tg-width=\"640\" tg-height=\"528\" referrerpolicy=\"no-referrer\">(In high resolution)</p><p><blockquote>（高分辨率）</blockquote></p><p><i>Source: Author</i></p><p><blockquote><i>来源：作者</i></blockquote></p><p><i>The DCF-based target price of Amazon's shares is $4,280, offering 29% upside.</i></p><p><blockquote><i>亚马逊股票基于DCF的目标价为4,280美元，上涨空间为29%。</i></blockquote></p><p>Final thoughts</p><p><blockquote>最后的想法</blockquote></p><p><ol><li>Amazon is one of the companies whose growth has not yet reached its limit and not even entered the plateau phase. In a sense, this is a startup with $73 billion cash.</li><li>The fact that Amazon remains in the acceleration phase does not mean that its capitalization is constantly undervalued. But in this case, based on the patterns between the company's capitalization and the parameters of its revenue, we can conclude that the company is<b>undervalued</b>.</li><li>Comparing Amazon to other companies through the prism of expected EPS growth, it must be admitted that the company is<b>much cheaper</b>than the market.</li><li>DCF model based on average expectations analysts indicate a 30% undervaluation. At the start of the year, a similarmodelindicated a 20% undervaluation.</li><li>When you look at Amazon's revenue forecast for the next decade, you realize that the company will face growth problems. But in my opinion,<i>it is better to invest in a company facing growth problems than aging problems</i>.</li></ol></p><p><blockquote><ol><li>亚马逊是增长尚未达到极限，甚至还没有进入平台期的公司之一。从某种意义上说，这是一家拥有730亿美元现金的初创公司。</li><li>亚马逊仍处于加速阶段的事实并不意味着其市值不断被低估。但在这种情况下，根据公司的资本化和收入参数之间的模式，我们可以得出结论，公司是<b>被低估</b>.</li><li>通过预期每股收益增长的棱镜将亚马逊与其他公司进行比较，必须承认该公司是<b>便宜多了</b>比市场。</li><li>基于平均预期的DCF模型分析师表示低估了30%。今年年初，类似的模型显示估值被低估了20%。</li><li>当你看亚马逊未来十年的收入预测时，你会意识到该公司将面临增长问题。但在我看来，<i>投资一家面临增长问题的公司比投资老龄化问题的公司更好</i>.</li></ol></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4424794-amazon-clearly-undervalued-company\">Seeking alpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://seekingalpha.com/article/4424794-amazon-clearly-undervalued-company","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157328258","content_text":"SummaryAmazon is one of the companies whose growth has not yet reached its limit and not even entered the plateau phase.In terms of comparative valuation, AMZN is undervalued against the market.DCF-based Amazon stock price target suggests 30% upside potential. But I think this is not even a basic scenario, but a pessimistic scenario.I present my comprehensive Amazon (AMZN) analysis in light of the results of the last quarter.#1 Price vs. GrowthFirst of all, let's assess whether we can statistically state that Amazon's growth has accelerated or slowed down in the last quarter. To do this, let's compare the revenue growth trends of the key segments of the company with and without the results of the last four quarters.The dynamics of the 'Online Stores' segment showed a qualitative breakthrough. Without taking into account the last four quarters, a near-linear trend was observed here. Now, it has become exponential:Source: VisualizedAnalytics.comThe 'Third-Party Seller Services' segment - the exponential growth continues:Source: VisualizedAnalytics.comThe 'Subscription Services' (Amazon Prime) segment - here the acceleration remains, and the result of the last quarter was better than the trend:Source: VisualizedAnalytics.comThe 'Other' (advertising services) segment has also showed a significant acceleration:Source: VisualizedAnalytics.comThe growth trend of 'Amazon Web Services' has slowed down, but judging by the results of the last quarter, there is a gradual return to the previous trend:Source: VisualizedAnalytics.comGeographically, Amazon's revenue was also significantly better than the trend:Source: VisualizedAnalytics.comSo, statistically, not subjectively, we should recognize the acceleration of the company's growthin all key segments. In my opinion, this is exactly what is expected from Amazon.Further. Over the last 10 years, Amazon's capitalization has been in a qualitative linear relationship with its revenue:Source: VisualizedAnalytics.comThere is also a certain influence of the company's revenue growth rate on its multiples:Source: VisualizedAnalytics.comBased on these two relationships and taking into account the influence of the growth of theM2 money stockin the US, it is possible to build another model that allows us to determine the balanced level of the company's capitalization. In addition, this model allows to model the growth of the company's capitalization based on the current expectations of analysts regarding the company's revenue growth in the next four quarters. Here is this model:Source: VisualizedAnalytics.comAs you can see, firstly, this model indicates that the company's current price is alreadybelow the balanced level. And secondly, it assumes a25% growthin capitalization in the next four quarters.#2 Comparative ValuationIn the previous block, I modeled Amazon's balanced price based on revenue. What is remarkable is that if we apply the same approach to the comparative valuation of the company using multiples, we will fail. At least I have not been able to find a single revenue-based multiple that would make it possible to successfully compare Amazon to other companies. But the forward P/E (next FY) multiple adjusted by the expected EPS annual growth rate made it possible to find a suitable model:Source: VisualizedAnalytics.comAs you can see, judging by this multiple, Amazon is significantly undervalued.#3 Discounted Cash Flow ModelWhen predicting Amazon's revenue for the next decade, I proceeded from the average expectations ofanalysts:Source: Seeking Alpha ProWhen predicting the dynamics of Amazon's operating margin, I also proceeded from analysts'expectationsregarding the growth of the company's EPS, and taking into account the gradual increase in the tax rate to 25%. In my opinion, a gradual increase in the operating margin to 8% in the terminal year is a very realistic scenario.Here is the calculation of the Weighted Average Cost of Capital:Source: AuthorSome explanations:In order to calculate the market rate of return, I used values of equityriskpremium (4.72%) and the current yield of UST10 as a risk-free rate (1.6%).I used the currentvalueof the three-year beta coefficient (0.92). For the terminal year, I used Beta equal to 1.To calculate the Cost of Debt, I used the interest expense for 2019 and 2020 divided by the debt value for the same years.Here is the model itself:(In high resolution)Source: AuthorThe DCF-based target price of Amazon's shares is $4,280, offering 29% upside.Final thoughtsAmazon is one of the companies whose growth has not yet reached its limit and not even entered the plateau phase. In a sense, this is a startup with $73 billion cash.The fact that Amazon remains in the acceleration phase does not mean that its capitalization is constantly undervalued. But in this case, based on the patterns between the company's capitalization and the parameters of its revenue, we can conclude that the company isundervalued.Comparing Amazon to other companies through the prism of expected EPS growth, it must be admitted that the company ismuch cheaperthan the market.DCF model based on average expectations analysts indicate a 30% undervaluation. At the start of the year, a similarmodelindicated a 20% undervaluation.When you look at Amazon's revenue forecast for the next decade, you realize that the company will face growth problems. But in my opinion,it is better to invest in a company facing growth problems than aging problems.","news_type":1,"symbols_score_info":{"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":483,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":105628390,"gmtCreate":1620299763710,"gmtModify":1634206278936,"author":{"id":"3565317426108050","authorId":"3565317426108050","name":"Pha","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3565317426108050","idStr":"3565317426108050"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/105628390","repostId":"2133387578","repostType":4,"isVote":1,"tweetType":1,"viewCount":853,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":105623414,"gmtCreate":1620299676238,"gmtModify":1634206280138,"author":{"id":"3565317426108050","authorId":"3565317426108050","name":"Pha","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3565317426108050","idStr":"3565317426108050"},"themes":[],"htmlText":"😄","listText":"😄","text":"😄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/105623414","repostId":"2133578858","repostType":4,"isVote":1,"tweetType":1,"viewCount":422,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":101200753,"gmtCreate":1619913969972,"gmtModify":1634209219484,"author":{"id":"3565317426108050","authorId":"3565317426108050","name":"Pha","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3565317426108050","idStr":"3565317426108050"},"themes":[],"htmlText":"Gee","listText":"Gee","text":"Gee","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/101200753","repostId":"1155857726","repostType":4,"isVote":1,"tweetType":1,"viewCount":570,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":103831537,"gmtCreate":1619764441529,"gmtModify":1634210083290,"author":{"id":"3565317426108050","authorId":"3565317426108050","name":"Pha","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3565317426108050","idStr":"3565317426108050"},"themes":[],"htmlText":"[Smile]&nbsp;","listText":"[Smile]&nbsp;","text":"[Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/103831537","repostId":"1134919519","repostType":4,"repost":{"id":"1134919519","kind":"news","pubTimestamp":1619762328,"share":"https://www.laohu8.com/m/news/1134919519?lang=zh_CN&edition=full","pubTime":"2021-04-30 13:58","market":"us","language":"en","title":"Palantir CEO Saw Compensation Rise Nearly 9,000% In 2020<blockquote>Palantir首席执行官2020年薪酬上涨近9,000%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1134919519","media":"benzinga","summary":"Palantir Technologies Inc CEO Alexander Karp was paid $1.10 billion last year for his service to the","content":"<p><div> Palantir Technologies Inc CEO Alexander Karp was paid $1.10 billion last year for his service to the data analytics company.What Happened:The compensation included $797.9 million in stock options and ...</p><p><blockquote><div>Palantir Technologies Inc首席执行官Alexander Karp去年因其为这家数据分析公司提供的服务而获得了11亿美元的报酬。发生了什么：薪酬包括7.979亿美元的股票期权和...</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/news/21/04/20881752/palantir-ceo-saw-compensation-rise-nearly-9-000-in-2020\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/21/04/20881752/palantir-ceo-saw-compensation-rise-nearly-9-000-in-2020\">网页连接</a></blockquote></p><p></p>","source":"lsy1606299360108","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>Palantir CEO Saw Compensation Rise Nearly 9,000% In 2020<blockquote>Palantir首席执行官2020年薪酬上涨近9,000%</blockquote></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: 12.5px; color: #7E829C; margin: 0;}\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\">\nPalantir CEO Saw Compensation Rise Nearly 9,000% In 2020<blockquote>Palantir首席执行官2020年薪酬上涨近9,000%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">benzinga</strong><span class=\"h-time small\">2021-04-30 13:58</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Palantir Technologies Inc CEO Alexander Karp was paid $1.10 billion last year for his service to the data analytics company.What Happened:The compensation included $797.9 million in stock options and ...</p><p><blockquote><div>Palantir Technologies Inc首席执行官Alexander Karp去年因其为这家数据分析公司提供的服务而获得了11亿美元的报酬。发生了什么：薪酬包括7.979亿美元的股票期权和...</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/news/21/04/20881752/palantir-ceo-saw-compensation-rise-nearly-9-000-in-2020\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/21/04/20881752/palantir-ceo-saw-compensation-rise-nearly-9-000-in-2020\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.benzinga.com/news/21/04/20881752/palantir-ceo-saw-compensation-rise-nearly-9-000-in-2020\">benzinga</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://www.benzinga.com/news/21/04/20881752/palantir-ceo-saw-compensation-rise-nearly-9-000-in-2020","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134919519","content_text":"Palantir Technologies Inc CEO Alexander Karp was paid $1.10 billion last year for his service to the data analytics company.What Happened:The compensation included $797.9 million in stock options and $296.4 million in stock awards —  a hike of 8,990.9%. In 2019, Karp was paid $12.1 million.Karp’s annual salary for the fiscal year ended Dec. 31, 2020, was $1.1 million and included $177,273 paid in bi-monthly installments and $124,364 paid in quarterly installments as an annual stipend. $800,00 was paid in quarterly installments as a “travel stipend,” according to a filing made with the U.S. Securities and Exchange CommissionThe company’s co-founder Steven Cohen received $192 million in 2020 and was paid $16.1 million in 2019.Why It Matters:Palantir went public via adirect listing in September 2020. The firm targets government and commercial sectors through its Gotham and Palantir Foundry platforms.Fast Money trader Guy Adami said Thursday on a CNBC program that Palantir is poised to have a great 2021.Since going public, the company’s shares have touched a high of $45 and a low of $8.90. On a year-to-date basis, the stock has declined 0.8%.Price Action:Palantir shares fell nearly 2% in the regular session on Thursday to $23.37 and declined another 0.6% in the after-hours session.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":914,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":100754503,"gmtCreate":1619652472602,"gmtModify":1634211087096,"author":{"id":"3565317426108050","authorId":"3565317426108050","name":"Pha","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3565317426108050","idStr":"3565317426108050"},"themes":[],"htmlText":"[Happy]&nbsp;","listText":"[Happy]&nbsp;","text":"[Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/100754503","repostId":"1132578048","repostType":4,"isVote":1,"tweetType":1,"viewCount":1064,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":100754902,"gmtCreate":1619652454906,"gmtModify":1634211087526,"author":{"id":"3565317426108050","authorId":"3565317426108050","name":"Pha","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3565317426108050","idStr":"3565317426108050"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/100754902","repostId":"1132578048","repostType":4,"isVote":1,"tweetType":1,"viewCount":515,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":100756388,"gmtCreate":1619652349344,"gmtModify":1634211090535,"author":{"id":"3565317426108050","authorId":"3565317426108050","name":"Pha","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3565317426108050","idStr":"3565317426108050"},"themes":[],"htmlText":"😃","listText":"😃","text":"😃","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/100756388","repostId":"1137964402","repostType":4,"isVote":1,"tweetType":1,"viewCount":669,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":376888245,"gmtCreate":1619102591987,"gmtModify":1634288529711,"author":{"id":"3565317426108050","authorId":"3565317426108050","name":"Pha","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3565317426108050","idStr":"3565317426108050"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/376888245","repostId":"2129809492","repostType":4,"isVote":1,"tweetType":1,"viewCount":602,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":376883180,"gmtCreate":1619102461340,"gmtModify":1634288531102,"author":{"id":"3565317426108050","authorId":"3565317426108050","name":"Pha","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3565317426108050","idStr":"3565317426108050"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/376883180","repostId":"1172268368","repostType":4,"repost":{"id":"1172268368","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1619100467,"share":"https://www.laohu8.com/m/news/1172268368?lang=zh_CN&edition=full","pubTime":"2021-04-22 22:07","market":"us","language":"en","title":"5 Stocks To Consider For Earth Day<blockquote>地球日值得考虑的5只股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1172268368","media":"Benzinga","summary":"The first Earth Day was held on April 22, 1970, and was created in response to an oil spill during t","content":"<p><img src=\"https://static.tigerbbs.com/8ef67d97878cb190ca7ef418b0dd6081\" tg-width=\"685\" tg-height=\"375\"></p><p><blockquote></blockquote></p><p> The first Earth Day was held on April 22, 1970, and was created in response to an oil spill during the previous year that dumped more than three million gallons of fuel into the Pacific Ocean and killed over 10,000 sea mammals and birds.</p><p><blockquote>第一个地球日于1970年4月22日举行，是为了应对前一年的漏油事件，该事件向太平洋倾倒了300多万加仑的燃料，导致10,000多只海洋哺乳动物和鸟类死亡。</blockquote></p><p> Fast-forward 51 years and Earth Day observances are now focused on the challenges created by global climate change and ongoing efforts to mitigate the seemingly endless assaults on the ecosystem.</p><p><blockquote>快进51年，地球日的纪念活动现在集中在全球气候变化带来的挑战和减轻对生态系统似乎无休止的攻击的持续努力上。</blockquote></p><p> Environmentalism and investing do not need to be considered as parallel pursuits. Indeed, a great many public companies are actively involved in environmental preservation. On this Earth Day, let’s hold up a spotlight – solar powered, of course – on five stocks that could bring multiple hues of green to a portfolio.</p><p><blockquote>环保主义和投资不需要被认为是平行的追求。事实上，许多公共公司都积极参与环境保护。在这个地球日，让我们重点关注五只可以为投资组合带来多种绿色的股票——当然是太阳能。</blockquote></p><p> <b>American Waterworks Company Inc.</b></p><p><blockquote><b>美国自来水公司。</b></blockquote></p><p> This Camden, New Jersey-based company first turned on its faucets in 1886. Today, American Waterworks defines itself as the “largest and most geographically diverse U.S. publicly-traded water and wastewater utility company,” serving more than 15 million people in 46 states.</p><p><blockquote>这家总部位于新泽西州卡姆登的公司于1886年首次打开水龙头。如今，American Waterworks将自己定义为“美国最大、地域最多元化的上市供水和废水处理公用事业公司”，为46个州的超过1500万人提供服务。</blockquote></p><p> The company recorded 2020 net income of $715 million, up from $654 million one year earlier. President and CEO Walter Lynch referred to 2020 as an “unprecedented year,” albeit in a positive way with “approximately $1.9 billion in capital investment, continued cost management, success in growth with 23 completed regulated acquisitions, the addition of our 17th military installation contract and the execution of enhanced COVID-19 safety protocols.”</p><p><blockquote>该公司2020年净利润为7.15亿美元，高于一年前的6.54亿美元。总裁兼首席执行官沃尔特·林奇(Walter Lynch)将2020年称为“前所未有的一年”，尽管是以积极的方式，“约19亿美元的资本投资、持续的成本管理、完成23项受监管收购的成功增长、增加了我们的第17个军事设施合同和执行增强的COVID-19安全协议。”</blockquote></p><p> As a result of its 2020 performance, American Waterworks reported results of $3.91 per share, up from the previous year’s $3.43 per share, and forecasted 2021 diluted earnings per share in a guidance range of $4.18 to $4.28.</p><p><blockquote>由于2020年的业绩，American Waterworks公布的业绩为每股3.91美元，高于上一年的每股3.43美元，并预测2021年摊薄后每股收益在4.18美元至4.28美元的指导范围内。</blockquote></p><p> American Waterworks opened its Earth Day trading at $160.97, closer to its 52-week high of $172.56 than to its 52-week low of $112.50.</p><p><blockquote>American Waterworks地球日开盘报160.97美元，接近52周高点172.56美元，而不是52周低点112.50美元。</blockquote></p><p> <b>Avangrid, Inc.</b></p><p><blockquote><b>阿万格里德公司。</b></blockquote></p><p> This Orange, Connecticut-based subsidiary of Spain’s Iberdrola S.A. is an energy services holding company with a bifurcated mission of power transmission serving 3.5 million customers through its eight utilities in the Northeast and the development of renewable energy generation facilities.</p><p><blockquote>这家总部位于康涅狄格州奥兰治的西班牙Iberdrola S.A.子公司是一家能源服务控股公司，其使命是通过东北部的八家公用事业公司为350万客户提供电力传输服务，并开发可再生能源发电设施。</blockquote></p><p> The company’s subsidiary Avangrid Renewables is on the cusp of making energy history with Vineyard 1, a $2 billion project that will encompass 62 GE Haliade-X turbines 15 miles off the Martha Vineyard coast with the capacity to generate 800 MW of electricity through two export cables buried under the Atlantic seabed.</p><p><blockquote>该公司的子公司Avangrid Renewables正处于Vineyard 1创造能源历史的风口浪尖，这是一个耗资20亿美元的项目，将包括距离玛莎葡萄园岛海岸15英里的62台GE Haliade-X涡轮机，能够通过两条出口电缆发电800兆瓦埋在大西洋海底。</blockquote></p><p> Avangrid generated net income of $581 million, or $1.88 per share, during 2020. The company offered a 2021 earnings guidance of $2.15 to $2.35 per share.</p><p><blockquote>Avangrid 2020年净利润为5.81亿美元，即每股1.88美元。该公司给出的2021年盈利指引为每股2.15美元至2.35美元。</blockquote></p><p> “I am excited about the promise for 2021 and beyond,” said CEO Dennis V. Arriola. “We have ambitious goals and are uniquely positioned to drive the energy transition in the U.S.”</p><p><blockquote>首席执行官丹尼斯·V·阿里奥拉(Dennis V.Arriola)表示：“我对2021年及以后的承诺感到兴奋。”“我们有雄心勃勃的目标，并且在推动美国能源转型方面具有独特的优势。”</blockquote></p><p> Avangrid’s stock arrived on Earth Day at $52.21, closer to its 52-week high of $56.20 and distant from its 52-week low of $38.78.</p><p><blockquote>Avangrid的股价在地球日收于52.21美元，接近56.20美元的52周高点，远离38.78美元的52周低点。</blockquote></p><p> <b>Ormat Technologies Inc.</b></p><p><blockquote><b>奥马特技术公司。</b></blockquote></p><p> Headquartered in Reno, Nevada, Ormat develops geothermal and recovered energy generation power plants. Its geothermal and solar generating portfolio totals 932 MW and is spread across the U.S., Kenya, Guatemala, Indonesia, Honduras and Guadeloupe while its 83 MW energy storage portfolio is concentrated in the U.S.</p><p><blockquote>Ormat总部位于内华达州里诺，开发地热和回收能源发电厂。其地热和太阳能发电组合总计932兆瓦，分布在美国、肯尼亚、危地马拉、印度尼西亚、洪都拉斯和瓜德罗普岛，而其83兆瓦的储能组合集中在美国。</blockquote></p><p> Ormat’s most recent achievement was the April 1 commencement of the 10 MW/40 MWh Vallecito Battery Energy Storage System (BESS), which will provide local resource adequacy to Southern California Edison under a 20-year energy storage resource adequacy agreement. It's now developing a 25 MW battery energy storage system in Upton County, Texas, which is scheduled to begin commercial operation before the end of 2021.</p><p><blockquote>Ormat最近的成就是4月1日启动了10 MW/40 MWh Vallecito电池储能系统（BESS），根据一项为期20年的储能资源充足协议，该系统将为南加州爱迪生公司提供当地资源充足性。它目前正在德克萨斯州厄普顿县开发一个25兆瓦的电池储能系统，计划在2021年底前开始商业运营。</blockquote></p><p> The company reported $705.3 million in revenue in 2020, down from $746 million in 2019. Its net income of $85.5 million was lower than 2019’s $88.1 million, and its diluted earnings per share of $1.65 were less than the previous year’s $1.72.</p><p><blockquote>该公司报告2020年收入为7.053亿美元，低于2019年的7.46亿美元。其净利润为8550万美元，低于2019年的8810万美元，稀释后每股收益为1.65美元，低于上年的1.72美元。</blockquote></p><p> CEO Doron Blachar acknowledged the multiple challenges of 2020 but insisted 2021 will compensate generously.</p><p><blockquote>首席执行官Doron Blachar承认2020年面临多重挑战，但坚称2021年将给予慷慨补偿。</blockquote></p><p> “With the tail wind of governments’ support around the world for renewable energy, we are increasing our capital expenditures for 2021 as we are confident with our solid growth plans aiming to increase our combined geothermal, energy storage and solar generating portfolio to approximately 1.5 GW by 2023 with a significant contribution coming from our energy storage business,” Blachar said.</p><p><blockquote>“在世界各国政府对可再生能源支持的推动下，我们正在增加2021年的资本支出，因为我们对稳健的增长计划充满信心，旨在将我们的地热、储能和太阳能发电组合增加到约1.5 GW到2023年，我们的储能业务将做出重大贡献，”Blachar说。</blockquote></p><p> Ormat began trading at $116.50, closer to its 52-week high of $128.87 than to its 52-week low of $53.44.</p><p><blockquote>Ormat开盘价为116.50美元，更接近52周高点128.87美元，而不是52周低点53.44美元。</blockquote></p><p> <b>Polaris Infrastructure Inc.</b></p><p><blockquote><b>北极星基础设施公司。</b></blockquote></p><p></p><p> Formerly known as Ram Power corporation, this Toronto-headquartered company acquires, develops and operates renewable energy projects in Latin America. Through its subsidiaries, the company owns and operates the 72MW San Jacinto geothermal project in northwest Nicaragua and three run-of-river (ROR) hydroelectric facilities in Peru with the capacity levels of roughly 5 MW, 8 MW and 20 MW, respectively.</p><p><blockquote>这家总部位于多伦多的公司前身为Ram Power corporation，在拉丁美洲收购、开发和运营可再生能源项目。该公司通过其子公司拥有并运营尼加拉瓜西北部的72兆瓦圣哈辛托地热项目和秘鲁的三个径流式(ROR)水力发电设施，容量分别约为5兆瓦、8兆瓦和20兆瓦。</blockquote></p><p> Polaris generated $74.7 million in revenue from energy sales in 2020, approximately 5% higher than the previous year. compared to the same period in 2019. The Company generated $40.3 million in net cash flow from operating activities and $48.4 million in operating cash flow, finishing the year with a cash position of $60.1 million.</p><p><blockquote>北极星2020年能源销售收入为7470万美元，比上一年增长约5%。与2019年同期相比。该公司从经营活动中产生了4030万美元的净现金流和4840万美元的经营现金流，年底现金头寸为6010万美元。</blockquote></p><p> The company began 2021 by extending the period of exclusivity for the Memorandum of Understanding (MOU) signed in 2020 to acquire the owner of a Panama-based 10 MW ROR hydro project called Chuspa from Navitas Holdings Inc. of Panama to June 30. The pandemic prevented construction on the project last year, but the company is aiming to start work during the second quarter of this year.</p><p><blockquote>该公司从2021年开始将2020年签署的谅解备忘录(MOU)的独家期限延长至6月30日，该谅解备忘录(MOU)旨在从巴拿马Navitas Holdings Inc.收购巴拿马10兆瓦ROR水电项目Chuspa的所有者。去年，疫情阻止了该项目的建设，但该公司的目标是在今年第二季度开工。</blockquote></p><p> Polaris trades&nbsp;at $15.51, near its 52-week high of $19.25 and far from its 52-week low of $7.75.</p><p><blockquote>北极星交易价格为15.51美元，接近52周高点19.25美元，远离52周低点7.75美元。</blockquote></p><p> <b>Sunrun Inc.</b></p><p><blockquote><b>Sunrun公司。</b></blockquote></p><p> This San Francisco provider of residential solar panels and home batteries receivedinitiated coveragethis week from Evercore ISI at Outperform and an $87 price target. Analyst James West pegged Sunrun as “the clear U.S. residential solar market leader and as such enjoys scale advantages in a massively underpenetrated market.”</p><p><blockquote>这家旧金山住宅太阳能电池板和家用电池供应商本周首次获得Evercore ISI的评级，评级为跑赢大盘，目标价为87美元。分析师James West将Sunrun视为“美国住宅太阳能市场的明显领导者，因此在渗透率严重不足的市场中享有规模优势。”</blockquote></p><p> West also pointed out the company’s $4.2 billion in 2020 net earning assets, adding its’ 550,000 customers will allow the company to “upsell and cross-sell opportunities.”</p><p><blockquote>West还指出，该公司2020年净利润资产为42亿美元，并补充说其55万名客户将使该公司能够“追加销售和交叉销售机会”。</blockquote></p><p> Sunrun achieved total revenue of $922.2 million in 2020, up from $858.6 million in 2019. Customer agreements and incentives revenue were $484.2 million last year, up by 25% compared to 2019, but solar energy systems and product sales revenue were $438 million, down 7% year-over-year.</p><p><blockquote>Sunrun 2020年实现总收入9.222亿美元，高于2019年的8.586亿美元。去年客户协议和激励收入为4.842亿美元，与2019年相比增长25%，但太阳能系统和产品销售收入为4.38亿美元，同比下降7%。</blockquote></p><p> The expenses and restructuring costs from Sunrun’s acquisition of Vivint Solar last year were $58.9 million in 2020. The net loss attributable to common stockholders was $173.4 million, or $1.24 per share.</p><p><blockquote>2020年，Sunrun去年收购Vivint Solar的费用和重组成本为5890万美元。归属于普通股股东的净亏损为1.734亿美元，即每股1.24美元。</blockquote></p><p> “Extreme weather events and power outages necessitate a transition to a clean and decentralized energy system,” said CEO Lynn Jurich. “Sunrun is leading this change with affordable local solar and battery solutions, delivering reliable clean energy to American households and supporting grid stability.”</p><p><blockquote>首席执行官林恩·尤里奇(Lynn Jurich)表示：“极端天气事件和停电需要向清洁和分散的能源系统过渡。”“Sunrun正在通过经济实惠的本地太阳能和电池解决方案引领这一变革，为美国家庭提供可靠的清洁能源并支持电网稳定性。”</blockquote></p><p> Sunrun trades around $52.22, halfway between its 52-week high of $100.93 and its 52-week low of $12.16.</p><p><blockquote>Sunrun的交易价格约为52.22美元，介于52周高点100.93美元和52周低点12.16美元之间。</blockquote></p><p></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>5 Stocks To Consider For Earth Day<blockquote>地球日值得考虑的5只股票</blockquote></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: 12.5px; color: #7E829C; margin: 0;}\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\">\n5 Stocks To Consider For Earth Day<blockquote>地球日值得考虑的5只股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time smaller\">2021-04-22 22:07</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p><img src=\"https://static.tigerbbs.com/8ef67d97878cb190ca7ef418b0dd6081\" tg-width=\"685\" tg-height=\"375\"></p><p><blockquote></blockquote></p><p> The first Earth Day was held on April 22, 1970, and was created in response to an oil spill during the previous year that dumped more than three million gallons of fuel into the Pacific Ocean and killed over 10,000 sea mammals and birds.</p><p><blockquote>第一个地球日于1970年4月22日举行，是为了应对前一年的漏油事件，该事件向太平洋倾倒了300多万加仑的燃料，导致10,000多只海洋哺乳动物和鸟类死亡。</blockquote></p><p> Fast-forward 51 years and Earth Day observances are now focused on the challenges created by global climate change and ongoing efforts to mitigate the seemingly endless assaults on the ecosystem.</p><p><blockquote>快进51年，地球日的纪念活动现在集中在全球气候变化带来的挑战和减轻对生态系统似乎无休止的攻击的持续努力上。</blockquote></p><p> Environmentalism and investing do not need to be considered as parallel pursuits. Indeed, a great many public companies are actively involved in environmental preservation. On this Earth Day, let’s hold up a spotlight – solar powered, of course – on five stocks that could bring multiple hues of green to a portfolio.</p><p><blockquote>环保主义和投资不需要被认为是平行的追求。事实上，许多公共公司都积极参与环境保护。在这个地球日，让我们重点关注五只可以为投资组合带来多种绿色的股票——当然是太阳能。</blockquote></p><p> <b>American Waterworks Company Inc.</b></p><p><blockquote><b>美国自来水公司。</b></blockquote></p><p> This Camden, New Jersey-based company first turned on its faucets in 1886. Today, American Waterworks defines itself as the “largest and most geographically diverse U.S. publicly-traded water and wastewater utility company,” serving more than 15 million people in 46 states.</p><p><blockquote>这家总部位于新泽西州卡姆登的公司于1886年首次打开水龙头。如今，American Waterworks将自己定义为“美国最大、地域最多元化的上市供水和废水处理公用事业公司”，为46个州的超过1500万人提供服务。</blockquote></p><p> The company recorded 2020 net income of $715 million, up from $654 million one year earlier. President and CEO Walter Lynch referred to 2020 as an “unprecedented year,” albeit in a positive way with “approximately $1.9 billion in capital investment, continued cost management, success in growth with 23 completed regulated acquisitions, the addition of our 17th military installation contract and the execution of enhanced COVID-19 safety protocols.”</p><p><blockquote>该公司2020年净利润为7.15亿美元，高于一年前的6.54亿美元。总裁兼首席执行官沃尔特·林奇(Walter Lynch)将2020年称为“前所未有的一年”，尽管是以积极的方式，“约19亿美元的资本投资、持续的成本管理、完成23项受监管收购的成功增长、增加了我们的第17个军事设施合同和执行增强的COVID-19安全协议。”</blockquote></p><p> As a result of its 2020 performance, American Waterworks reported results of $3.91 per share, up from the previous year’s $3.43 per share, and forecasted 2021 diluted earnings per share in a guidance range of $4.18 to $4.28.</p><p><blockquote>由于2020年的业绩，American Waterworks公布的业绩为每股3.91美元，高于上一年的每股3.43美元，并预测2021年摊薄后每股收益在4.18美元至4.28美元的指导范围内。</blockquote></p><p> American Waterworks opened its Earth Day trading at $160.97, closer to its 52-week high of $172.56 than to its 52-week low of $112.50.</p><p><blockquote>American Waterworks地球日开盘报160.97美元，接近52周高点172.56美元，而不是52周低点112.50美元。</blockquote></p><p> <b>Avangrid, Inc.</b></p><p><blockquote><b>阿万格里德公司。</b></blockquote></p><p> This Orange, Connecticut-based subsidiary of Spain’s Iberdrola S.A. is an energy services holding company with a bifurcated mission of power transmission serving 3.5 million customers through its eight utilities in the Northeast and the development of renewable energy generation facilities.</p><p><blockquote>这家总部位于康涅狄格州奥兰治的西班牙Iberdrola S.A.子公司是一家能源服务控股公司，其使命是通过东北部的八家公用事业公司为350万客户提供电力传输服务，并开发可再生能源发电设施。</blockquote></p><p> The company’s subsidiary Avangrid Renewables is on the cusp of making energy history with Vineyard 1, a $2 billion project that will encompass 62 GE Haliade-X turbines 15 miles off the Martha Vineyard coast with the capacity to generate 800 MW of electricity through two export cables buried under the Atlantic seabed.</p><p><blockquote>该公司的子公司Avangrid Renewables正处于Vineyard 1创造能源历史的风口浪尖，这是一个耗资20亿美元的项目，将包括距离玛莎葡萄园岛海岸15英里的62台GE Haliade-X涡轮机，能够通过两条出口电缆发电800兆瓦埋在大西洋海底。</blockquote></p><p> Avangrid generated net income of $581 million, or $1.88 per share, during 2020. The company offered a 2021 earnings guidance of $2.15 to $2.35 per share.</p><p><blockquote>Avangrid 2020年净利润为5.81亿美元，即每股1.88美元。该公司给出的2021年盈利指引为每股2.15美元至2.35美元。</blockquote></p><p> “I am excited about the promise for 2021 and beyond,” said CEO Dennis V. Arriola. “We have ambitious goals and are uniquely positioned to drive the energy transition in the U.S.”</p><p><blockquote>首席执行官丹尼斯·V·阿里奥拉(Dennis V.Arriola)表示：“我对2021年及以后的承诺感到兴奋。”“我们有雄心勃勃的目标，并且在推动美国能源转型方面具有独特的优势。”</blockquote></p><p> Avangrid’s stock arrived on Earth Day at $52.21, closer to its 52-week high of $56.20 and distant from its 52-week low of $38.78.</p><p><blockquote>Avangrid的股价在地球日收于52.21美元，接近56.20美元的52周高点，远离38.78美元的52周低点。</blockquote></p><p> <b>Ormat Technologies Inc.</b></p><p><blockquote><b>奥马特技术公司。</b></blockquote></p><p> Headquartered in Reno, Nevada, Ormat develops geothermal and recovered energy generation power plants. Its geothermal and solar generating portfolio totals 932 MW and is spread across the U.S., Kenya, Guatemala, Indonesia, Honduras and Guadeloupe while its 83 MW energy storage portfolio is concentrated in the U.S.</p><p><blockquote>Ormat总部位于内华达州里诺，开发地热和回收能源发电厂。其地热和太阳能发电组合总计932兆瓦，分布在美国、肯尼亚、危地马拉、印度尼西亚、洪都拉斯和瓜德罗普岛，而其83兆瓦的储能组合集中在美国。</blockquote></p><p> Ormat’s most recent achievement was the April 1 commencement of the 10 MW/40 MWh Vallecito Battery Energy Storage System (BESS), which will provide local resource adequacy to Southern California Edison under a 20-year energy storage resource adequacy agreement. It's now developing a 25 MW battery energy storage system in Upton County, Texas, which is scheduled to begin commercial operation before the end of 2021.</p><p><blockquote>Ormat最近的成就是4月1日启动了10 MW/40 MWh Vallecito电池储能系统（BESS），根据一项为期20年的储能资源充足协议，该系统将为南加州爱迪生公司提供当地资源充足性。它目前正在德克萨斯州厄普顿县开发一个25兆瓦的电池储能系统，计划在2021年底前开始商业运营。</blockquote></p><p> The company reported $705.3 million in revenue in 2020, down from $746 million in 2019. Its net income of $85.5 million was lower than 2019’s $88.1 million, and its diluted earnings per share of $1.65 were less than the previous year’s $1.72.</p><p><blockquote>该公司报告2020年收入为7.053亿美元，低于2019年的7.46亿美元。其净利润为8550万美元，低于2019年的8810万美元，稀释后每股收益为1.65美元，低于上年的1.72美元。</blockquote></p><p> CEO Doron Blachar acknowledged the multiple challenges of 2020 but insisted 2021 will compensate generously.</p><p><blockquote>首席执行官Doron Blachar承认2020年面临多重挑战，但坚称2021年将给予慷慨补偿。</blockquote></p><p> “With the tail wind of governments’ support around the world for renewable energy, we are increasing our capital expenditures for 2021 as we are confident with our solid growth plans aiming to increase our combined geothermal, energy storage and solar generating portfolio to approximately 1.5 GW by 2023 with a significant contribution coming from our energy storage business,” Blachar said.</p><p><blockquote>“在世界各国政府对可再生能源支持的推动下，我们正在增加2021年的资本支出，因为我们对稳健的增长计划充满信心，旨在将我们的地热、储能和太阳能发电组合增加到约1.5 GW到2023年，我们的储能业务将做出重大贡献，”Blachar说。</blockquote></p><p> Ormat began trading at $116.50, closer to its 52-week high of $128.87 than to its 52-week low of $53.44.</p><p><blockquote>Ormat开盘价为116.50美元，更接近52周高点128.87美元，而不是52周低点53.44美元。</blockquote></p><p> <b>Polaris Infrastructure Inc.</b></p><p><blockquote><b>北极星基础设施公司。</b></blockquote></p><p></p><p> Formerly known as Ram Power corporation, this Toronto-headquartered company acquires, develops and operates renewable energy projects in Latin America. Through its subsidiaries, the company owns and operates the 72MW San Jacinto geothermal project in northwest Nicaragua and three run-of-river (ROR) hydroelectric facilities in Peru with the capacity levels of roughly 5 MW, 8 MW and 20 MW, respectively.</p><p><blockquote>这家总部位于多伦多的公司前身为Ram Power corporation，在拉丁美洲收购、开发和运营可再生能源项目。该公司通过其子公司拥有并运营尼加拉瓜西北部的72兆瓦圣哈辛托地热项目和秘鲁的三个径流式(ROR)水力发电设施，容量分别约为5兆瓦、8兆瓦和20兆瓦。</blockquote></p><p> Polaris generated $74.7 million in revenue from energy sales in 2020, approximately 5% higher than the previous year. compared to the same period in 2019. The Company generated $40.3 million in net cash flow from operating activities and $48.4 million in operating cash flow, finishing the year with a cash position of $60.1 million.</p><p><blockquote>北极星2020年能源销售收入为7470万美元，比上一年增长约5%。与2019年同期相比。该公司从经营活动中产生了4030万美元的净现金流和4840万美元的经营现金流，年底现金头寸为6010万美元。</blockquote></p><p> The company began 2021 by extending the period of exclusivity for the Memorandum of Understanding (MOU) signed in 2020 to acquire the owner of a Panama-based 10 MW ROR hydro project called Chuspa from Navitas Holdings Inc. of Panama to June 30. The pandemic prevented construction on the project last year, but the company is aiming to start work during the second quarter of this year.</p><p><blockquote>该公司从2021年开始将2020年签署的谅解备忘录(MOU)的独家期限延长至6月30日，该谅解备忘录(MOU)旨在从巴拿马Navitas Holdings Inc.收购巴拿马10兆瓦ROR水电项目Chuspa的所有者。去年，疫情阻止了该项目的建设，但该公司的目标是在今年第二季度开工。</blockquote></p><p> Polaris trades&nbsp;at $15.51, near its 52-week high of $19.25 and far from its 52-week low of $7.75.</p><p><blockquote>北极星交易价格为15.51美元，接近52周高点19.25美元，远离52周低点7.75美元。</blockquote></p><p> <b>Sunrun Inc.</b></p><p><blockquote><b>Sunrun公司。</b></blockquote></p><p> This San Francisco provider of residential solar panels and home batteries receivedinitiated coveragethis week from Evercore ISI at Outperform and an $87 price target. Analyst James West pegged Sunrun as “the clear U.S. residential solar market leader and as such enjoys scale advantages in a massively underpenetrated market.”</p><p><blockquote>这家旧金山住宅太阳能电池板和家用电池供应商本周首次获得Evercore ISI的评级，评级为跑赢大盘，目标价为87美元。分析师James West将Sunrun视为“美国住宅太阳能市场的明显领导者，因此在渗透率严重不足的市场中享有规模优势。”</blockquote></p><p> West also pointed out the company’s $4.2 billion in 2020 net earning assets, adding its’ 550,000 customers will allow the company to “upsell and cross-sell opportunities.”</p><p><blockquote>West还指出，该公司2020年净利润资产为42亿美元，并补充说其55万名客户将使该公司能够“追加销售和交叉销售机会”。</blockquote></p><p> Sunrun achieved total revenue of $922.2 million in 2020, up from $858.6 million in 2019. Customer agreements and incentives revenue were $484.2 million last year, up by 25% compared to 2019, but solar energy systems and product sales revenue were $438 million, down 7% year-over-year.</p><p><blockquote>Sunrun 2020年实现总收入9.222亿美元，高于2019年的8.586亿美元。去年客户协议和激励收入为4.842亿美元，与2019年相比增长25%，但太阳能系统和产品销售收入为4.38亿美元，同比下降7%。</blockquote></p><p> The expenses and restructuring costs from Sunrun’s acquisition of Vivint Solar last year were $58.9 million in 2020. The net loss attributable to common stockholders was $173.4 million, or $1.24 per share.</p><p><blockquote>2020年，Sunrun去年收购Vivint Solar的费用和重组成本为5890万美元。归属于普通股股东的净亏损为1.734亿美元，即每股1.24美元。</blockquote></p><p> “Extreme weather events and power outages necessitate a transition to a clean and decentralized energy system,” said CEO Lynn Jurich. “Sunrun is leading this change with affordable local solar and battery solutions, delivering reliable clean energy to American households and supporting grid stability.”</p><p><blockquote>首席执行官林恩·尤里奇(Lynn Jurich)表示：“极端天气事件和停电需要向清洁和分散的能源系统过渡。”“Sunrun正在通过经济实惠的本地太阳能和电池解决方案引领这一变革，为美国家庭提供可靠的清洁能源并支持电网稳定性。”</blockquote></p><p> Sunrun trades around $52.22, halfway between its 52-week high of $100.93 and its 52-week low of $12.16.</p><p><blockquote>Sunrun的交易价格约为52.22美元，介于52周高点100.93美元和52周低点12.16美元之间。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ORA":"奥玛特科技","AWK":"美国水务","RAMPF":"POLARIS RENEWABLE ENERGY INC.","RUN":"Sunrun Inc.","AGR":"Avangrid, Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172268368","content_text":"The first Earth Day was held on April 22, 1970, and was created in response to an oil spill during the previous year that dumped more than three million gallons of fuel into the Pacific Ocean and killed over 10,000 sea mammals and birds.\nFast-forward 51 years and Earth Day observances are now focused on the challenges created by global climate change and ongoing efforts to mitigate the seemingly endless assaults on the ecosystem.\nEnvironmentalism and investing do not need to be considered as parallel pursuits. Indeed, a great many public companies are actively involved in environmental preservation. On this Earth Day, let’s hold up a spotlight – solar powered, of course – on five stocks that could bring multiple hues of green to a portfolio.\nAmerican Waterworks Company Inc.\nThis Camden, New Jersey-based company first turned on its faucets in 1886. Today, American Waterworks defines itself as the “largest and most geographically diverse U.S. publicly-traded water and wastewater utility company,” serving more than 15 million people in 46 states.\nThe company recorded 2020 net income of $715 million, up from $654 million one year earlier. President and CEO Walter Lynch referred to 2020 as an “unprecedented year,” albeit in a positive way with “approximately $1.9 billion in capital investment, continued cost management, success in growth with 23 completed regulated acquisitions, the addition of our 17th military installation contract and the execution of enhanced COVID-19 safety protocols.”\nAs a result of its 2020 performance, American Waterworks reported results of $3.91 per share, up from the previous year’s $3.43 per share, and forecasted 2021 diluted earnings per share in a guidance range of $4.18 to $4.28.\nAmerican Waterworks opened its Earth Day trading at $160.97, closer to its 52-week high of $172.56 than to its 52-week low of $112.50.\nAvangrid, Inc.\nThis Orange, Connecticut-based subsidiary of Spain’s Iberdrola S.A. is an energy services holding company with a bifurcated mission of power transmission serving 3.5 million customers through its eight utilities in the Northeast and the development of renewable energy generation facilities.\nThe company’s subsidiary Avangrid Renewables is on the cusp of making energy history with Vineyard 1, a $2 billion project that will encompass 62 GE Haliade-X turbines 15 miles off the Martha Vineyard coast with the capacity to generate 800 MW of electricity through two export cables buried under the Atlantic seabed.\nAvangrid generated net income of $581 million, or $1.88 per share, during 2020. The company offered a 2021 earnings guidance of $2.15 to $2.35 per share.\n“I am excited about the promise for 2021 and beyond,” said CEO Dennis V. Arriola. “We have ambitious goals and are uniquely positioned to drive the energy transition in the U.S.”\nAvangrid’s stock arrived on Earth Day at $52.21, closer to its 52-week high of $56.20 and distant from its 52-week low of $38.78.\nOrmat Technologies Inc.\nHeadquartered in Reno, Nevada, Ormat develops geothermal and recovered energy generation power plants. Its geothermal and solar generating portfolio totals 932 MW and is spread across the U.S., Kenya, Guatemala, Indonesia, Honduras and Guadeloupe while its 83 MW energy storage portfolio is concentrated in the U.S.\nOrmat’s most recent achievement was the April 1 commencement of the 10 MW/40 MWh Vallecito Battery Energy Storage System (BESS), which will provide local resource adequacy to Southern California Edison under a 20-year energy storage resource adequacy agreement. It's now developing a 25 MW battery energy storage system in Upton County, Texas, which is scheduled to begin commercial operation before the end of 2021.\nThe company reported $705.3 million in revenue in 2020, down from $746 million in 2019. Its net income of $85.5 million was lower than 2019’s $88.1 million, and its diluted earnings per share of $1.65 were less than the previous year’s $1.72.\nCEO Doron Blachar acknowledged the multiple challenges of 2020 but insisted 2021 will compensate generously.\n“With the tail wind of governments’ support around the world for renewable energy, we are increasing our capital expenditures for 2021 as we are confident with our solid growth plans aiming to increase our combined geothermal, energy storage and solar generating portfolio to approximately 1.5 GW by 2023 with a significant contribution coming from our energy storage business,” Blachar said.\nOrmat began trading at $116.50, closer to its 52-week high of $128.87 than to its 52-week low of $53.44.\nPolaris Infrastructure Inc.\nFormerly known as Ram Power corporation, this Toronto-headquartered company acquires, develops and operates renewable energy projects in Latin America. Through its subsidiaries, the company owns and operates the 72MW San Jacinto geothermal project in northwest Nicaragua and three run-of-river (ROR) hydroelectric facilities in Peru with the capacity levels of roughly 5 MW, 8 MW and 20 MW, respectively.\nPolaris generated $74.7 million in revenue from energy sales in 2020, approximately 5% higher than the previous year. compared to the same period in 2019. The Company generated $40.3 million in net cash flow from operating activities and $48.4 million in operating cash flow, finishing the year with a cash position of $60.1 million.\nThe company began 2021 by extending the period of exclusivity for the Memorandum of Understanding (MOU) signed in 2020 to acquire the owner of a Panama-based 10 MW ROR hydro project called Chuspa from Navitas Holdings Inc. of Panama to June 30. The pandemic prevented construction on the project last year, but the company is aiming to start work during the second quarter of this year.\nPolaris trades at $15.51, near its 52-week high of $19.25 and far from its 52-week low of $7.75.\nSunrun Inc.\nThis San Francisco provider of residential solar panels and home batteries receivedinitiated coveragethis week from Evercore ISI at Outperform and an $87 price target. Analyst James West pegged Sunrun as “the clear U.S. residential solar market leader and as such enjoys scale advantages in a massively underpenetrated market.”\nWest also pointed out the company’s $4.2 billion in 2020 net earning assets, adding its’ 550,000 customers will allow the company to “upsell and cross-sell opportunities.”\nSunrun achieved total revenue of $922.2 million in 2020, up from $858.6 million in 2019. Customer agreements and incentives revenue were $484.2 million last year, up by 25% compared to 2019, but solar energy systems and product sales revenue were $438 million, down 7% year-over-year.\nThe expenses and restructuring costs from Sunrun’s acquisition of Vivint Solar last year were $58.9 million in 2020. The net loss attributable to common stockholders was $173.4 million, or $1.24 per share.\n“Extreme weather events and power outages necessitate a transition to a clean and decentralized energy system,” said CEO Lynn Jurich. “Sunrun is leading this change with affordable local solar and battery solutions, delivering reliable clean energy to American households and supporting grid stability.”\nSunrun trades around $52.22, halfway between its 52-week high of $100.93 and its 52-week low of $12.16.","news_type":1,"symbols_score_info":{"RUN":0.9,"AGR":0.9,"AWK":0.9,"ORA":0.9,"RAMPF":0.9}},"isVote":1,"tweetType":1,"viewCount":716,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":105628390,"gmtCreate":1620299763710,"gmtModify":1634206278936,"author":{"id":"3565317426108050","authorId":"3565317426108050","name":"Pha","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3565317426108050","idStr":"3565317426108050"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/105628390","repostId":"2133387578","repostType":4,"isVote":1,"tweetType":1,"viewCount":853,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":104881767,"gmtCreate":1620374409159,"gmtModify":1634205682681,"author":{"id":"3565317426108050","authorId":"3565317426108050","name":"Pha","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3565317426108050","idStr":"3565317426108050"},"themes":[],"htmlText":"Right😃","listText":"Right😃","text":"Right😃","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/104881767","repostId":"1157328258","repostType":4,"repost":{"id":"1157328258","kind":"news","pubTimestamp":1620360165,"share":"https://www.laohu8.com/m/news/1157328258?lang=zh_CN&edition=full","pubTime":"2021-05-07 12:02","market":"us","language":"en","title":"Amazon: The Most Clearly Undervalued Company<blockquote>亚马逊：最明显被低估的公司</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1157328258","media":"Seeking alpha","summary":"SummaryAmazon is one of the companies whose growth has not yet reached its limit and not even entere","content":"<p>Summary</p><p><blockquote>总结</blockquote></p><p><ul><li>Amazon is one of the companies whose growth has not yet reached its limit and not even entered the plateau phase.</li><li>In terms of comparative valuation, AMZN is undervalued against the market.</li><li>DCF-based Amazon stock price target suggests 30% upside potential. But I think this is not even a basic scenario, but a pessimistic scenario.</li></ul>I present my comprehensive Amazon (AMZN) analysis in light of the results of the last quarter.</p><p><blockquote><ul><li>亚马逊是增长尚未达到极限，甚至还没有进入平台期的公司之一。</li><li>就比较估值而言，AMZN相对于市场被低估。</li><li>基于DCF的亚马逊股价目标显示30%的上涨潜力。但我认为这甚至不是一个基本的情景，而是一个悲观的情景。</li></ul>我根据上个季度的业绩对亚马逊（AMZN）进行了全面的分析。</blockquote></p><p>#1 Price vs. Growth</p><p><blockquote>#1价格与增长</blockquote></p><p>First of all, let's assess whether we can statistically state that Amazon's growth has accelerated or slowed down in the last quarter. To do this, let's compare the revenue growth trends of the key segments of the company with and without the results of the last four quarters.</p><p><blockquote>首先，我们来评估一下我们是否可以从统计数据上说明亚马逊上个季度的增长是加速还是放缓。为此，让我们比较一下有和没有过去四个季度业绩的公司关键部门的收入增长趋势。</blockquote></p><p>The dynamics of the 'Online Stores' segment showed a qualitative breakthrough. Without taking into account the last four quarters, a near-linear trend was observed here. Now, it has become exponential:</p><p><blockquote>“在线商店”部分的动态显示出质的突破。在不考虑过去四个季度的情况下，这里观察到了接近线性的趋势。现在，它已经成为指数级增长：</blockquote></p><p><img src=\"https://static.tigerbbs.com/bac49a9df0e5b978dc15e20bedfce3da\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p><i>Source: VisualizedAnalytics.com</i></p><p><blockquote><i>资料来源：VisualizedAnalytics.com</i></blockquote></p><p>The 'Third-Party Seller Services' segment - the exponential growth continues:</p><p><blockquote>“第三方卖家服务”细分市场——指数级增长仍在继续：</blockquote></p><p><img src=\"https://static.tigerbbs.com/6b58df42726bc01c8a5e5c2940d0476d\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p><i>Source: VisualizedAnalytics.com</i></p><p><blockquote><i>资料来源：VisualizedAnalytics.com</i></blockquote></p><p>The 'Subscription Services' (Amazon Prime) segment - here the acceleration remains, and the result of the last quarter was better than the trend:</p><p><blockquote>“订阅服务”（Amazon Prime）细分市场——这里的加速仍然存在，上个季度的结果好于趋势：</blockquote></p><p><i>Source: VisualizedAnalytics.com</i></p><p><blockquote><i>资料来源：VisualizedAnalytics.com</i></blockquote></p><p>The 'Other' (advertising services) segment has also showed a significant acceleration:<img src=\"https://static.tigerbbs.com/a58095394bdd79d561166a74942a9e55\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p><p><blockquote>“其他”（广告服务）部门也显示出显着的加速：</blockquote></p><p><i>Source: VisualizedAnalytics.com</i></p><p><blockquote><i>资料来源：VisualizedAnalytics.com</i></blockquote></p><p>The growth trend of 'Amazon Web Services' has slowed down, but judging by the results of the last quarter, there is a gradual return to the previous trend:</p><p><blockquote>‘Amazon Web Services’的增长趋势有所放缓，但从上个季度的结果来看，有逐渐回归之前的趋势：</blockquote></p><p><img src=\"https://static.tigerbbs.com/07069ccaab37c32eed56da69881e7bce\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><i>Source: VisualizedAnalytics.com</i></p><p><blockquote><i>资料来源：VisualizedAnalytics.com</i></blockquote></p><p>Geographically, Amazon's revenue was also significantly better than the trend:</p><p><blockquote>从地域上看，亚马逊的营收也明显好于趋势：</blockquote></p><p><img src=\"https://static.tigerbbs.com/a1d9246e5c01aac6c62e49ad7cd73e2c\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/0e7276161a3d2b2159ab3d727d3cb7d9\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><i>Source: VisualizedAnalytics.com</i></p><p><blockquote><i>资料来源：VisualizedAnalytics.com</i></blockquote></p><p><i>So, statistically, not subjectively, we should recognize the acceleration of the company's growth</i><i><b>in all key segments</b></i><i>. In my opinion, this is exactly what is expected from Amazon.</i></p><p><blockquote><i>因此，从统计上，而不是主观上，我们应该认识到公司增长的加速</i><i><b>在所有关键细分市场</b></i><i>.在我看来，这正是人们对亚马逊的期望。</i></blockquote></p><p>Further. Over the last 10 years, Amazon's capitalization has been in a qualitative linear relationship with its revenue:</p><p><blockquote>更远地。在过去10年中，亚马逊的资本化与其收入呈定性线性关系：</blockquote></p><p><img src=\"https://static.tigerbbs.com/f105c314902d29dae4d0f0e400aa2245\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p><i>Source: VisualizedAnalytics.com</i></p><p><blockquote><i>资料来源：VisualizedAnalytics.com</i></blockquote></p><p>There is also a certain influence of the company's revenue growth rate on its multiples:</p><p><blockquote>公司营收增速对其倍数也有一定影响：</blockquote></p><p><img src=\"https://static.tigerbbs.com/8beca01b5624a15aab79465c580ded6b\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p><i>Source: VisualizedAnalytics.com</i></p><p><blockquote><i>资料来源：VisualizedAnalytics.com</i></blockquote></p><p>Based on these two relationships and taking into account the influence of the growth of theM2 money stockin the US, it is possible to build another model that allows us to determine the balanced level of the company's capitalization. In addition, this model allows to model the growth of the company's capitalization based on the current expectations of analysts regarding the company's revenue growth in the next four quarters. Here is this model:</p><p><blockquote>基于这两种关系，并考虑到美国货币存量增长的影响，有可能建立另一个模型，使我们能够确定公司资本化的平衡水平。此外，该模型允许根据分析师当前对公司未来四个季度收入增长的预期来模拟公司资本的增长。这是这个模型：</blockquote></p><p><img src=\"https://static.tigerbbs.com/083fa1dc350e5e54cc7d3145744c9e4c\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/d63f0cff5e0dd83343d26ee90552a033\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p><i>Source: VisualizedAnalytics.com</i></p><p><blockquote><i>资料来源：VisualizedAnalytics.com</i></blockquote></p><p><i>As you can see, firstly, this model indicates that the company's current price is already</i><i><b>below the balanced level</b></i><i>. And secondly, it assumes a</i><i><b>25% growth</b></i><i>in capitalization in the next four quarters.</i></p><p><blockquote><i>正如你所看到的，首先，这个模型表明公司当前的价格已经</i><i><b>低于平衡水平</b></i><i>其次，它假设</i><i><b>25%增长</b></i><i>未来四个季度的资本化。</i></blockquote></p><p>#2 Comparative Valuation</p><p><blockquote>#2比较估值</blockquote></p><p>In the previous block, I modeled Amazon's balanced price based on revenue. What is remarkable is that if we apply the same approach to the comparative valuation of the company using multiples, we will fail. At least I have not been able to find a single revenue-based multiple that would make it possible to successfully compare Amazon to other companies. But the forward P/E (next FY) multiple adjusted by the expected EPS annual growth rate made it possible to find a suitable model:</p><p><blockquote>在上一个模块中，我根据收入对亚马逊的均衡价格进行了建模。值得注意的是，如果我们用同样的方法使用倍数对公司进行比较估值，我们就会失败。至少我还没有找到一个基于收入的倍数来成功地将亚马逊与其他公司进行比较。但根据预期每股收益年增长率调整后的远期市盈率（下一财年）倍数使得找到合适的模型成为可能：</blockquote></p><p></p><p><img src=\"https://static.tigerbbs.com/97ac0310bcef622e12c8c21d46979f7e\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/8d7573ff8a7fc00719a51042f09fc989\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><i>Source: VisualizedAnalytics.com</i></p><p><blockquote><i>资料来源：VisualizedAnalytics.com</i></blockquote></p><p><i>As you can see, judging by this multiple, Amazon is significantly undervalued.</i></p><p><blockquote><i>正如你所看到的，从这个倍数来看，亚马逊被严重低估了。</i></blockquote></p><p>#3 Discounted Cash Flow Model</p><p><blockquote>#3贴现现金流模型</blockquote></p><p>When predicting Amazon's revenue for the next decade, I proceeded from the average expectations ofanalysts:</p><p><blockquote>在预测亚马逊未来十年的收入时，我从分析师的平均预期出发：</blockquote></p><p><img src=\"https://static.tigerbbs.com/9f41298db73dbcd92469026cc4e767c4\" tg-width=\"640\" tg-height=\"323\" referrerpolicy=\"no-referrer\"><i>Source: Seeking Alpha Pro</i></p><p><blockquote><i>资料来源：寻求Alpha Pro</i></blockquote></p><p>When predicting the dynamics of Amazon's operating margin, I also proceeded from analysts'expectationsregarding the growth of the company's EPS, and taking into account the gradual increase in the tax rate to 25%. In my opinion, a gradual increase in the operating margin to 8% in the terminal year is a very realistic scenario.</p><p><blockquote>在预测亚马逊营业利润率的动态时，我也从分析师对公司每股收益增长的预期出发，并考虑到税率逐渐提高到25%。在我看来，在终端年将营业利润率逐步提高到8%是一个非常现实的情况。</blockquote></p><p>Here is the calculation of the Weighted Average Cost of Capital:</p><p><blockquote>以下是加权平均资本成本的计算方法：</blockquote></p><p><img src=\"https://static.tigerbbs.com/759163398701e54efd7cfabd11a0867d\" tg-width=\"480\" tg-height=\"374\" referrerpolicy=\"no-referrer\"><i>Source: Author</i></p><p><blockquote><i>来源：作者</i></blockquote></p><p>Some explanations:</p><p><blockquote>一些解释：</blockquote></p><p><ul><li>In order to calculate the market rate of return, I used values of equityriskpremium (4.72%) and the current yield of UST10 as a risk-free rate (1.6%).</li><li>I used the currentvalueof the three-year beta coefficient (0.92). For the terminal year, I used Beta equal to 1.</li><li>To calculate the Cost of Debt, I used the interest expense for 2019 and 2020 divided by the debt value for the same years.</li></ul>Here is the model itself:</p><p><blockquote><ul><li>为了计算市场回报率，我使用了equityriskpremium（4.72%）和UST10的当前收益率作为无风险利率（1.6%）。</li><li>我使用了三年贝塔系数的当前值（0.92）。在最后一年，我使用Beta等于1。</li><li>为了计算债务成本，我使用2019年和2020年的利息支出除以同年的债务价值。</li></ul>以下是模型本身：</blockquote></p><p><img src=\"https://static.tigerbbs.com/0df02bca01b3ef74d3b640d95eb00590\" tg-width=\"640\" tg-height=\"528\" referrerpolicy=\"no-referrer\">(In high resolution)</p><p><blockquote>（高分辨率）</blockquote></p><p><i>Source: Author</i></p><p><blockquote><i>来源：作者</i></blockquote></p><p><i>The DCF-based target price of Amazon's shares is $4,280, offering 29% upside.</i></p><p><blockquote><i>亚马逊股票基于DCF的目标价为4,280美元，上涨空间为29%。</i></blockquote></p><p>Final thoughts</p><p><blockquote>最后的想法</blockquote></p><p><ol><li>Amazon is one of the companies whose growth has not yet reached its limit and not even entered the plateau phase. In a sense, this is a startup with $73 billion cash.</li><li>The fact that Amazon remains in the acceleration phase does not mean that its capitalization is constantly undervalued. But in this case, based on the patterns between the company's capitalization and the parameters of its revenue, we can conclude that the company is<b>undervalued</b>.</li><li>Comparing Amazon to other companies through the prism of expected EPS growth, it must be admitted that the company is<b>much cheaper</b>than the market.</li><li>DCF model based on average expectations analysts indicate a 30% undervaluation. At the start of the year, a similarmodelindicated a 20% undervaluation.</li><li>When you look at Amazon's revenue forecast for the next decade, you realize that the company will face growth problems. But in my opinion,<i>it is better to invest in a company facing growth problems than aging problems</i>.</li></ol></p><p><blockquote><ol><li>亚马逊是增长尚未达到极限，甚至还没有进入平台期的公司之一。从某种意义上说，这是一家拥有730亿美元现金的初创公司。</li><li>亚马逊仍处于加速阶段的事实并不意味着其市值不断被低估。但在这种情况下，根据公司的资本化和收入参数之间的模式，我们可以得出结论，公司是<b>被低估</b>.</li><li>通过预期每股收益增长的棱镜将亚马逊与其他公司进行比较，必须承认该公司是<b>便宜多了</b>比市场。</li><li>基于平均预期的DCF模型分析师表示低估了30%。今年年初，类似的模型显示估值被低估了20%。</li><li>当你看亚马逊未来十年的收入预测时，你会意识到该公司将面临增长问题。但在我看来，<i>投资一家面临增长问题的公司比投资老龄化问题的公司更好</i>.</li></ol></blockquote></p><p></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>Amazon: The Most Clearly Undervalued Company<blockquote>亚马逊：最明显被低估的公司</blockquote></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: 12.5px; color: #7E829C; margin: 0;}\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\">\nAmazon: The Most Clearly Undervalued Company<blockquote>亚马逊：最明显被低估的公司</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking alpha</strong><span class=\"h-time small\">2021-05-07 12:02</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Summary</p><p><blockquote>总结</blockquote></p><p><ul><li>Amazon is one of the companies whose growth has not yet reached its limit and not even entered the plateau phase.</li><li>In terms of comparative valuation, AMZN is undervalued against the market.</li><li>DCF-based Amazon stock price target suggests 30% upside potential. But I think this is not even a basic scenario, but a pessimistic scenario.</li></ul>I present my comprehensive Amazon (AMZN) analysis in light of the results of the last quarter.</p><p><blockquote><ul><li>亚马逊是增长尚未达到极限，甚至还没有进入平台期的公司之一。</li><li>就比较估值而言，AMZN相对于市场被低估。</li><li>基于DCF的亚马逊股价目标显示30%的上涨潜力。但我认为这甚至不是一个基本的情景，而是一个悲观的情景。</li></ul>我根据上个季度的业绩对亚马逊（AMZN）进行了全面的分析。</blockquote></p><p>#1 Price vs. Growth</p><p><blockquote>#1价格与增长</blockquote></p><p>First of all, let's assess whether we can statistically state that Amazon's growth has accelerated or slowed down in the last quarter. To do this, let's compare the revenue growth trends of the key segments of the company with and without the results of the last four quarters.</p><p><blockquote>首先，我们来评估一下我们是否可以从统计数据上说明亚马逊上个季度的增长是加速还是放缓。为此，让我们比较一下有和没有过去四个季度业绩的公司关键部门的收入增长趋势。</blockquote></p><p>The dynamics of the 'Online Stores' segment showed a qualitative breakthrough. Without taking into account the last four quarters, a near-linear trend was observed here. Now, it has become exponential:</p><p><blockquote>“在线商店”部分的动态显示出质的突破。在不考虑过去四个季度的情况下，这里观察到了接近线性的趋势。现在，它已经成为指数级增长：</blockquote></p><p><img src=\"https://static.tigerbbs.com/bac49a9df0e5b978dc15e20bedfce3da\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p><i>Source: VisualizedAnalytics.com</i></p><p><blockquote><i>资料来源：VisualizedAnalytics.com</i></blockquote></p><p>The 'Third-Party Seller Services' segment - the exponential growth continues:</p><p><blockquote>“第三方卖家服务”细分市场——指数级增长仍在继续：</blockquote></p><p><img src=\"https://static.tigerbbs.com/6b58df42726bc01c8a5e5c2940d0476d\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p><i>Source: VisualizedAnalytics.com</i></p><p><blockquote><i>资料来源：VisualizedAnalytics.com</i></blockquote></p><p>The 'Subscription Services' (Amazon Prime) segment - here the acceleration remains, and the result of the last quarter was better than the trend:</p><p><blockquote>“订阅服务”（Amazon Prime）细分市场——这里的加速仍然存在，上个季度的结果好于趋势：</blockquote></p><p><i>Source: VisualizedAnalytics.com</i></p><p><blockquote><i>资料来源：VisualizedAnalytics.com</i></blockquote></p><p>The 'Other' (advertising services) segment has also showed a significant acceleration:<img src=\"https://static.tigerbbs.com/a58095394bdd79d561166a74942a9e55\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p><p><blockquote>“其他”（广告服务）部门也显示出显着的加速：</blockquote></p><p><i>Source: VisualizedAnalytics.com</i></p><p><blockquote><i>资料来源：VisualizedAnalytics.com</i></blockquote></p><p>The growth trend of 'Amazon Web Services' has slowed down, but judging by the results of the last quarter, there is a gradual return to the previous trend:</p><p><blockquote>‘Amazon Web Services’的增长趋势有所放缓，但从上个季度的结果来看，有逐渐回归之前的趋势：</blockquote></p><p><img src=\"https://static.tigerbbs.com/07069ccaab37c32eed56da69881e7bce\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><i>Source: VisualizedAnalytics.com</i></p><p><blockquote><i>资料来源：VisualizedAnalytics.com</i></blockquote></p><p>Geographically, Amazon's revenue was also significantly better than the trend:</p><p><blockquote>从地域上看，亚马逊的营收也明显好于趋势：</blockquote></p><p><img src=\"https://static.tigerbbs.com/a1d9246e5c01aac6c62e49ad7cd73e2c\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/0e7276161a3d2b2159ab3d727d3cb7d9\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><i>Source: VisualizedAnalytics.com</i></p><p><blockquote><i>资料来源：VisualizedAnalytics.com</i></blockquote></p><p><i>So, statistically, not subjectively, we should recognize the acceleration of the company's growth</i><i><b>in all key segments</b></i><i>. In my opinion, this is exactly what is expected from Amazon.</i></p><p><blockquote><i>因此，从统计上，而不是主观上，我们应该认识到公司增长的加速</i><i><b>在所有关键细分市场</b></i><i>.在我看来，这正是人们对亚马逊的期望。</i></blockquote></p><p>Further. Over the last 10 years, Amazon's capitalization has been in a qualitative linear relationship with its revenue:</p><p><blockquote>更远地。在过去10年中，亚马逊的资本化与其收入呈定性线性关系：</blockquote></p><p><img src=\"https://static.tigerbbs.com/f105c314902d29dae4d0f0e400aa2245\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p><i>Source: VisualizedAnalytics.com</i></p><p><blockquote><i>资料来源：VisualizedAnalytics.com</i></blockquote></p><p>There is also a certain influence of the company's revenue growth rate on its multiples:</p><p><blockquote>公司营收增速对其倍数也有一定影响：</blockquote></p><p><img src=\"https://static.tigerbbs.com/8beca01b5624a15aab79465c580ded6b\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p><i>Source: VisualizedAnalytics.com</i></p><p><blockquote><i>资料来源：VisualizedAnalytics.com</i></blockquote></p><p>Based on these two relationships and taking into account the influence of the growth of theM2 money stockin the US, it is possible to build another model that allows us to determine the balanced level of the company's capitalization. In addition, this model allows to model the growth of the company's capitalization based on the current expectations of analysts regarding the company's revenue growth in the next four quarters. Here is this model:</p><p><blockquote>基于这两种关系，并考虑到美国货币存量增长的影响，有可能建立另一个模型，使我们能够确定公司资本化的平衡水平。此外，该模型允许根据分析师当前对公司未来四个季度收入增长的预期来模拟公司资本的增长。这是这个模型：</blockquote></p><p><img src=\"https://static.tigerbbs.com/083fa1dc350e5e54cc7d3145744c9e4c\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/d63f0cff5e0dd83343d26ee90552a033\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p><i>Source: VisualizedAnalytics.com</i></p><p><blockquote><i>资料来源：VisualizedAnalytics.com</i></blockquote></p><p><i>As you can see, firstly, this model indicates that the company's current price is already</i><i><b>below the balanced level</b></i><i>. And secondly, it assumes a</i><i><b>25% growth</b></i><i>in capitalization in the next four quarters.</i></p><p><blockquote><i>正如你所看到的，首先，这个模型表明公司当前的价格已经</i><i><b>低于平衡水平</b></i><i>其次，它假设</i><i><b>25%增长</b></i><i>未来四个季度的资本化。</i></blockquote></p><p>#2 Comparative Valuation</p><p><blockquote>#2比较估值</blockquote></p><p>In the previous block, I modeled Amazon's balanced price based on revenue. What is remarkable is that if we apply the same approach to the comparative valuation of the company using multiples, we will fail. At least I have not been able to find a single revenue-based multiple that would make it possible to successfully compare Amazon to other companies. But the forward P/E (next FY) multiple adjusted by the expected EPS annual growth rate made it possible to find a suitable model:</p><p><blockquote>在上一个模块中，我根据收入对亚马逊的均衡价格进行了建模。值得注意的是，如果我们用同样的方法使用倍数对公司进行比较估值，我们就会失败。至少我还没有找到一个基于收入的倍数来成功地将亚马逊与其他公司进行比较。但根据预期每股收益年增长率调整后的远期市盈率（下一财年）倍数使得找到合适的模型成为可能：</blockquote></p><p></p><p><img src=\"https://static.tigerbbs.com/97ac0310bcef622e12c8c21d46979f7e\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/8d7573ff8a7fc00719a51042f09fc989\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><i>Source: VisualizedAnalytics.com</i></p><p><blockquote><i>资料来源：VisualizedAnalytics.com</i></blockquote></p><p><i>As you can see, judging by this multiple, Amazon is significantly undervalued.</i></p><p><blockquote><i>正如你所看到的，从这个倍数来看，亚马逊被严重低估了。</i></blockquote></p><p>#3 Discounted Cash Flow Model</p><p><blockquote>#3贴现现金流模型</blockquote></p><p>When predicting Amazon's revenue for the next decade, I proceeded from the average expectations ofanalysts:</p><p><blockquote>在预测亚马逊未来十年的收入时，我从分析师的平均预期出发：</blockquote></p><p><img src=\"https://static.tigerbbs.com/9f41298db73dbcd92469026cc4e767c4\" tg-width=\"640\" tg-height=\"323\" referrerpolicy=\"no-referrer\"><i>Source: Seeking Alpha Pro</i></p><p><blockquote><i>资料来源：寻求Alpha Pro</i></blockquote></p><p>When predicting the dynamics of Amazon's operating margin, I also proceeded from analysts'expectationsregarding the growth of the company's EPS, and taking into account the gradual increase in the tax rate to 25%. In my opinion, a gradual increase in the operating margin to 8% in the terminal year is a very realistic scenario.</p><p><blockquote>在预测亚马逊营业利润率的动态时，我也从分析师对公司每股收益增长的预期出发，并考虑到税率逐渐提高到25%。在我看来，在终端年将营业利润率逐步提高到8%是一个非常现实的情况。</blockquote></p><p>Here is the calculation of the Weighted Average Cost of Capital:</p><p><blockquote>以下是加权平均资本成本的计算方法：</blockquote></p><p><img src=\"https://static.tigerbbs.com/759163398701e54efd7cfabd11a0867d\" tg-width=\"480\" tg-height=\"374\" referrerpolicy=\"no-referrer\"><i>Source: Author</i></p><p><blockquote><i>来源：作者</i></blockquote></p><p>Some explanations:</p><p><blockquote>一些解释：</blockquote></p><p><ul><li>In order to calculate the market rate of return, I used values of equityriskpremium (4.72%) and the current yield of UST10 as a risk-free rate (1.6%).</li><li>I used the currentvalueof the three-year beta coefficient (0.92). For the terminal year, I used Beta equal to 1.</li><li>To calculate the Cost of Debt, I used the interest expense for 2019 and 2020 divided by the debt value for the same years.</li></ul>Here is the model itself:</p><p><blockquote><ul><li>为了计算市场回报率，我使用了equityriskpremium（4.72%）和UST10的当前收益率作为无风险利率（1.6%）。</li><li>我使用了三年贝塔系数的当前值（0.92）。在最后一年，我使用Beta等于1。</li><li>为了计算债务成本，我使用2019年和2020年的利息支出除以同年的债务价值。</li></ul>以下是模型本身：</blockquote></p><p><img src=\"https://static.tigerbbs.com/0df02bca01b3ef74d3b640d95eb00590\" tg-width=\"640\" tg-height=\"528\" referrerpolicy=\"no-referrer\">(In high resolution)</p><p><blockquote>（高分辨率）</blockquote></p><p><i>Source: Author</i></p><p><blockquote><i>来源：作者</i></blockquote></p><p><i>The DCF-based target price of Amazon's shares is $4,280, offering 29% upside.</i></p><p><blockquote><i>亚马逊股票基于DCF的目标价为4,280美元，上涨空间为29%。</i></blockquote></p><p>Final thoughts</p><p><blockquote>最后的想法</blockquote></p><p><ol><li>Amazon is one of the companies whose growth has not yet reached its limit and not even entered the plateau phase. In a sense, this is a startup with $73 billion cash.</li><li>The fact that Amazon remains in the acceleration phase does not mean that its capitalization is constantly undervalued. But in this case, based on the patterns between the company's capitalization and the parameters of its revenue, we can conclude that the company is<b>undervalued</b>.</li><li>Comparing Amazon to other companies through the prism of expected EPS growth, it must be admitted that the company is<b>much cheaper</b>than the market.</li><li>DCF model based on average expectations analysts indicate a 30% undervaluation. At the start of the year, a similarmodelindicated a 20% undervaluation.</li><li>When you look at Amazon's revenue forecast for the next decade, you realize that the company will face growth problems. But in my opinion,<i>it is better to invest in a company facing growth problems than aging problems</i>.</li></ol></p><p><blockquote><ol><li>亚马逊是增长尚未达到极限，甚至还没有进入平台期的公司之一。从某种意义上说，这是一家拥有730亿美元现金的初创公司。</li><li>亚马逊仍处于加速阶段的事实并不意味着其市值不断被低估。但在这种情况下，根据公司的资本化和收入参数之间的模式，我们可以得出结论，公司是<b>被低估</b>.</li><li>通过预期每股收益增长的棱镜将亚马逊与其他公司进行比较，必须承认该公司是<b>便宜多了</b>比市场。</li><li>基于平均预期的DCF模型分析师表示低估了30%。今年年初，类似的模型显示估值被低估了20%。</li><li>当你看亚马逊未来十年的收入预测时，你会意识到该公司将面临增长问题。但在我看来，<i>投资一家面临增长问题的公司比投资老龄化问题的公司更好</i>.</li></ol></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4424794-amazon-clearly-undervalued-company\">Seeking alpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://seekingalpha.com/article/4424794-amazon-clearly-undervalued-company","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157328258","content_text":"SummaryAmazon is one of the companies whose growth has not yet reached its limit and not even entered the plateau phase.In terms of comparative valuation, AMZN is undervalued against the market.DCF-based Amazon stock price target suggests 30% upside potential. But I think this is not even a basic scenario, but a pessimistic scenario.I present my comprehensive Amazon (AMZN) analysis in light of the results of the last quarter.#1 Price vs. GrowthFirst of all, let's assess whether we can statistically state that Amazon's growth has accelerated or slowed down in the last quarter. To do this, let's compare the revenue growth trends of the key segments of the company with and without the results of the last four quarters.The dynamics of the 'Online Stores' segment showed a qualitative breakthrough. Without taking into account the last four quarters, a near-linear trend was observed here. Now, it has become exponential:Source: VisualizedAnalytics.comThe 'Third-Party Seller Services' segment - the exponential growth continues:Source: VisualizedAnalytics.comThe 'Subscription Services' (Amazon Prime) segment - here the acceleration remains, and the result of the last quarter was better than the trend:Source: VisualizedAnalytics.comThe 'Other' (advertising services) segment has also showed a significant acceleration:Source: VisualizedAnalytics.comThe growth trend of 'Amazon Web Services' has slowed down, but judging by the results of the last quarter, there is a gradual return to the previous trend:Source: VisualizedAnalytics.comGeographically, Amazon's revenue was also significantly better than the trend:Source: VisualizedAnalytics.comSo, statistically, not subjectively, we should recognize the acceleration of the company's growthin all key segments. In my opinion, this is exactly what is expected from Amazon.Further. Over the last 10 years, Amazon's capitalization has been in a qualitative linear relationship with its revenue:Source: VisualizedAnalytics.comThere is also a certain influence of the company's revenue growth rate on its multiples:Source: VisualizedAnalytics.comBased on these two relationships and taking into account the influence of the growth of theM2 money stockin the US, it is possible to build another model that allows us to determine the balanced level of the company's capitalization. In addition, this model allows to model the growth of the company's capitalization based on the current expectations of analysts regarding the company's revenue growth in the next four quarters. Here is this model:Source: VisualizedAnalytics.comAs you can see, firstly, this model indicates that the company's current price is alreadybelow the balanced level. And secondly, it assumes a25% growthin capitalization in the next four quarters.#2 Comparative ValuationIn the previous block, I modeled Amazon's balanced price based on revenue. What is remarkable is that if we apply the same approach to the comparative valuation of the company using multiples, we will fail. At least I have not been able to find a single revenue-based multiple that would make it possible to successfully compare Amazon to other companies. But the forward P/E (next FY) multiple adjusted by the expected EPS annual growth rate made it possible to find a suitable model:Source: VisualizedAnalytics.comAs you can see, judging by this multiple, Amazon is significantly undervalued.#3 Discounted Cash Flow ModelWhen predicting Amazon's revenue for the next decade, I proceeded from the average expectations ofanalysts:Source: Seeking Alpha ProWhen predicting the dynamics of Amazon's operating margin, I also proceeded from analysts'expectationsregarding the growth of the company's EPS, and taking into account the gradual increase in the tax rate to 25%. In my opinion, a gradual increase in the operating margin to 8% in the terminal year is a very realistic scenario.Here is the calculation of the Weighted Average Cost of Capital:Source: AuthorSome explanations:In order to calculate the market rate of return, I used values of equityriskpremium (4.72%) and the current yield of UST10 as a risk-free rate (1.6%).I used the currentvalueof the three-year beta coefficient (0.92). For the terminal year, I used Beta equal to 1.To calculate the Cost of Debt, I used the interest expense for 2019 and 2020 divided by the debt value for the same years.Here is the model itself:(In high resolution)Source: AuthorThe DCF-based target price of Amazon's shares is $4,280, offering 29% upside.Final thoughtsAmazon is one of the companies whose growth has not yet reached its limit and not even entered the plateau phase. In a sense, this is a startup with $73 billion cash.The fact that Amazon remains in the acceleration phase does not mean that its capitalization is constantly undervalued. But in this case, based on the patterns between the company's capitalization and the parameters of its revenue, we can conclude that the company isundervalued.Comparing Amazon to other companies through the prism of expected EPS growth, it must be admitted that the company ismuch cheaperthan the market.DCF model based on average expectations analysts indicate a 30% undervaluation. At the start of the year, a similarmodelindicated a 20% undervaluation.When you look at Amazon's revenue forecast for the next decade, you realize that the company will face growth problems. But in my opinion,it is better to invest in a company facing growth problems than aging problems.","news_type":1,"symbols_score_info":{"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":483,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":100754503,"gmtCreate":1619652472602,"gmtModify":1634211087096,"author":{"id":"3565317426108050","authorId":"3565317426108050","name":"Pha","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3565317426108050","idStr":"3565317426108050"},"themes":[],"htmlText":"[Happy]&nbsp;","listText":"[Happy]&nbsp;","text":"[Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/100754503","repostId":"1132578048","repostType":4,"isVote":1,"tweetType":1,"viewCount":1064,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":103831537,"gmtCreate":1619764441529,"gmtModify":1634210083290,"author":{"id":"3565317426108050","authorId":"3565317426108050","name":"Pha","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3565317426108050","idStr":"3565317426108050"},"themes":[],"htmlText":"[Smile]&nbsp;","listText":"[Smile]&nbsp;","text":"[Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/103831537","repostId":"1134919519","repostType":4,"repost":{"id":"1134919519","kind":"news","pubTimestamp":1619762328,"share":"https://www.laohu8.com/m/news/1134919519?lang=zh_CN&edition=full","pubTime":"2021-04-30 13:58","market":"us","language":"en","title":"Palantir CEO Saw Compensation Rise Nearly 9,000% In 2020<blockquote>Palantir首席执行官2020年薪酬上涨近9,000%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1134919519","media":"benzinga","summary":"Palantir Technologies Inc CEO Alexander Karp was paid $1.10 billion last year for his service to the","content":"<p><div> Palantir Technologies Inc CEO Alexander Karp was paid $1.10 billion last year for his service to the data analytics company.What Happened:The compensation included $797.9 million in stock options and ...</p><p><blockquote><div>Palantir Technologies Inc首席执行官Alexander Karp去年因其为这家数据分析公司提供的服务而获得了11亿美元的报酬。发生了什么：薪酬包括7.979亿美元的股票期权和...</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/news/21/04/20881752/palantir-ceo-saw-compensation-rise-nearly-9-000-in-2020\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/21/04/20881752/palantir-ceo-saw-compensation-rise-nearly-9-000-in-2020\">网页连接</a></blockquote></p><p></p>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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In 2019, Karp was paid $12.1 million.Karp’s annual salary for the fiscal year ended Dec. 31, 2020, was $1.1 million and included $177,273 paid in bi-monthly installments and $124,364 paid in quarterly installments as an annual stipend. $800,00 was paid in quarterly installments as a “travel stipend,” according to a filing made with the U.S. Securities and Exchange CommissionThe company’s co-founder Steven Cohen received $192 million in 2020 and was paid $16.1 million in 2019.Why It Matters:Palantir went public via adirect listing in September 2020. The firm targets government and commercial sectors through its Gotham and Palantir Foundry platforms.Fast Money trader Guy Adami said Thursday on a CNBC program that Palantir is poised to have a great 2021.Since going public, the company’s shares have touched a high of $45 and a low of $8.90. On a year-to-date basis, the stock has declined 0.8%.Price Action:Palantir shares fell nearly 2% in the regular session on Thursday to $23.37 and declined another 0.6% in the after-hours session.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":914,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":100756388,"gmtCreate":1619652349344,"gmtModify":1634211090535,"author":{"id":"3565317426108050","authorId":"3565317426108050","name":"Pha","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3565317426108050","idStr":"3565317426108050"},"themes":[],"htmlText":"😃","listText":"😃","text":"😃","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/100756388","repostId":"1137964402","repostType":4,"repost":{"id":"1137964402","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":1619651546,"share":"https://www.laohu8.com/m/news/1137964402?lang=zh_CN&edition=full","pubTime":"2021-04-29 07:12","market":"us","language":"en","title":"Apple reports another blowout quarter with sales up 54%, authorizes $90 billion in share buybacks<blockquote>苹果报告又一个井喷季度销售额增长54%，授权900亿美元股票回购</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1137964402","media":"Tiger Newspress","summary":"Apple reported a blowout quarter on Wednesday, announcing companywide sales up 54% higher than last year, and significantly stronger profits than Wall Street expected.Apple did not issue official guidance for what it expects in the quarter ending in June.Apple authorized $90 billion in share buybacks.Apple stock rose over 4% at one point in extended trading.Apple reported double-digit growth in every single one of its product categories, and its most important product line, the iPhone, was up 65","content":"<p><b>KEY POINTS</b></p><p><blockquote><b>要点</b></blockquote></p><p><ul><li>Apple reported a blowout quarter on Wednesday, announcing companywide sales up 54% higher than last year, and&nbsp;significantly stronger profits than Wall Street expected.</li><li>Apple did not issue official guidance for what it expects in the quarter ending in June.</li><li>Apple authorized $90 billion in share buybacks.</li></ul>Apple&nbsp;reported&nbsp;a blowout quarter&nbsp;on Wednesday, announcing companywide sales up 54% higher than last year, and&nbsp;significantly stronger profits than Wall Street expected.</p><p><blockquote><ul><li>苹果周三公布了井喷季度业绩，宣布全公司销售额比去年增长54%，利润明显强于华尔街预期。</li><li>苹果没有就截至6月份的季度的预期发布官方指引。</li><li>苹果授权900亿美元的股票回购。</li></ul>苹果周三公布了井喷季度业绩，宣布全公司销售额比去年增长54%，利润明显强于华尔街预期。</blockquote></p><p>Apple stock rose over 4% at one point in extended trading.</p><p><blockquote>苹果股价在盘后交易中一度上涨超过4%。</blockquote></p><p><img src=\"https://static.tigerbbs.com/4e791f63f460807906f1793c2d58933e\" tg-width=\"1302\" tg-height=\"833\"></p><p><blockquote></blockquote></p><p>Apple reported double-digit growth in every single one of its product categories, and its&nbsp;most important product line, the iPhone, was up 65.5% from last year. Its Mac and iPad sales&nbsp;did&nbsp;better, with its computers up 70.1% and iPad&nbsp;sales&nbsp;growing nearly 79% on an annual basis.</p><p><blockquote>苹果报告称，其每个产品类别都实现了两位数的增长，其最重要的产品线iPhone比去年增长了65.5%。其Mac和iPad销量表现更好，电脑销量同比增长70.1%，iPad销量同比增长近79%。</blockquote></p><p>Apple said it would increase its dividend by 7%&nbsp;to $0.22 per share&nbsp;and authorized $90 billion in share buybacks, which is significantly higher than last year’s $50 billion outlay&nbsp;and 2019′s $75 billion.</p><p><blockquote>苹果表示，将把股息提高7%至每股0.22美元，并授权900亿美元的股票回购，这明显高于去年的500亿美元支出和2019年的750亿美元。</blockquote></p><p>Here’s how Apple did versus Refinitiv estimates:</p><p><blockquote>以下是苹果与Refinitiv估计的表现：</blockquote></p><p><ul><li><b>EPS</b>:&nbsp;$1.40&nbsp;vs. $0.99 estimated</li><li><b>Revenue</b>:&nbsp;$89.58&nbsp;billion&nbsp;vs. $77.36&nbsp;billion&nbsp;estimated, up 53.7% year-over-year</li><li><b>iPhone revenue</b>:&nbsp;$47.94 billion&nbsp;vs. $41.43&nbsp;billion&nbsp;estimated, up&nbsp;65.5% year-over-year</li><li><b>Services revenue</b>:&nbsp;$16.90 billion&nbsp;vs. $15.57&nbsp;billion&nbsp;estimated, up 26.7% year over&nbsp;year</li><li><b>Other Products revenue</b>:&nbsp;$7.83&nbsp;billion&nbsp;vs. $7.79&nbsp;billion&nbsp;estimated,&nbsp;up 24%&nbsp;year-over-year</li><li><b>Mac revenue</b>:&nbsp;$9.10&nbsp;billion&nbsp;vs. $6.86&nbsp;billion&nbsp;estimated, up 70.1% year-over-year</li><li><b>iPad revenue</b>:&nbsp;$7.80 billion&nbsp;vs. $5.58&nbsp;billion&nbsp;estimated, up 78.9% year-over-year</li><li><b>Gross margin</b>:&nbsp;42.5% vs. 39.8%&nbsp;estimated</li></ul>Apple did not issue official guidance for what it expects in the quarter ending in June. It hasn’t provided revenue&nbsp;guidance since the start of the pandemic, citing uncertainty.&nbsp;This is Apple’s second quarter in a row with double-digit growth in all product categories.&nbsp;Apple CFO Luca Maestri told analysts that the company expects June quarter revenue to rise by double digits year-over-year, although it faces some supply shortages due to the worldwide chip shortage.</p><p><blockquote><ul><li><b>EPS</b>：1.40美元对比。估计0.99美元</li><li><b>收入</b>：895.8亿美元对比。预计773.6亿美元，同比增长53.7%</li><li><b>iPhone收入</b>：479.4亿美元对比。预计为414.3亿美元，同比增长65.5%</li><li><b>服务收入</b>：169亿美元vs.预计155.7亿美元，同比增长26.7%</li><li><b>其他产品收益</b>：78.3亿美元对比。预计77.9亿美元，同比增长24%</li><li><b>Mac收入</b>：91亿美元vs.预计68.6亿美元，同比增长70.1%</li><li><b>iPad收入</b>：78亿美元vs.预计55.8亿美元，同比增长78.9%</li><li><b>毛利率</b>：42.5%vs.估计值39.8%</li></ul>苹果没有就截至6月份的季度的预期发布官方指引。自疫情开始以来，该公司一直没有提供收入指引，理由是存在不确定性。这是苹果连续第二个季度在所有产品类别中实现两位数增长。苹果首席财务官Luca Maestri告诉分析师，该公司预计6月份季度的收入将同比增长两位数，尽管由于全球芯片短缺，该公司面临一些供应短缺。</blockquote></p><p>Apple has said in the past months that its business has been boosted by the pandemic as consumers&nbsp;and businesses&nbsp;bought&nbsp;computers&nbsp;to work and entertain themselves while at home. But Apple’s strong results in the quarter suggest that the trend may persist as more economies&nbsp;open up.</p><p><blockquote>苹果在过去几个月表示，随着消费者和企业购买电脑在家工作和娱乐，其业务受到了疫情的提振。但苹果本季度的强劲业绩表明，随着更多经济体的开放，这一趋势可能会持续下去。</blockquote></p><p>Or, as Apple CEO Tim Cook said in a statement: “This quarter reflects both the enduring ways our products have helped our users meet this&nbsp;moment in their own lives, as well as the optimism consumers seem to feel about better days&nbsp;ahead for all of us.”</p><p><blockquote>或者，正如苹果首席执行官蒂姆·库克(Tim Cook)在一份声明中所说：“本季度既反映了我们的产品帮助用户在自己的生活中迎接这一时刻的持久方式，也反映了消费者似乎对所有人未来更好的日子感到乐观。我们。”</blockquote></p><p>Mac sales were up 70%, and Cook said that the result was “fueled by” the company’s introduction of its Mac&nbsp;laptops&nbsp;that used its own M1 chips&nbsp;for longer battery life, instead of processors sold by&nbsp;Intel.&nbsp;iPad sales were up&nbsp;nearly 79% year-over-year.</p><p><blockquote>Mac的销量增长了70%，库克表示，这一结果是由该公司推出的Mac笔记本电脑“推动”的，这些笔记本电脑使用了自己的M1芯片，电池寿命更长，而不是英特尔销售的处理器，iPad的销量同比增长了近79%。</blockquote></p><p>Neither of those&nbsp;results&nbsp;include iPad Pro or iMac models the company announced in March, which are expected to drive additional demand.</p><p><blockquote>这两个结果都不包括该公司3月份宣布的iPad Pro或iMac型号，预计这些型号将推动额外需求。</blockquote></p><p>“We’re seeing strong first-time buyers on the Mac&nbsp;…&nbsp;it continues to run just south of 50%,” Cook told CNBC’s Josh Lipton. “And, in China, it’s even higher than that&nbsp;…&nbsp;it’s more around two-thirds. And that speaks to people preferring to work on the Mac.”</p><p><blockquote>库克对CNBC的乔什·利普顿(Josh Lipton)表示：“我们看到Mac的首次购买者数量强劲……这一比例继续略低于50%。”“而且，在中国，这个数字甚至更高……大约是三分之二。这表明人们更喜欢在Mac上工作。”</blockquote></p><p>Apple’s iPhone also reported strong results this quarter, quelling fears that the current annual cycle could slow down. Last year, Apple released iPhones with a new exterior design and 5G support, which many investors believed could prompt a major upgrade cycle, which this quarter’s results indicate.</p><p><blockquote>苹果的iPhone本季度也公布了强劲的业绩，平息了人们对当前年度周期可能放缓的担忧。去年，苹果发布了具有新外观设计和5G支持的iPhone，许多投资者认为这可能会引发一个重大升级周期，本季度的业绩表明了这一点。</blockquote></p><p>In greater China, which includes the mainland, Hong Kong, and Taiwan,&nbsp;Apple’s revenue increased over&nbsp;87% year-over-year to $17.73 billion, although the comparison is to a quarter last year in which China was largely shut down in the early days of the pandemic.&nbsp;Every other geographical category, including the Americas and Europe, were also up on an annual basis.</p><p><blockquote>在包括大陆、香港和台湾在内的大中华区，苹果的收入同比增长超过87%，达到177.3亿美元，尽管相比之下，去年中国在疫情初期基本上处于关闭状态。其他所有地理类别，包括美洲和欧洲，也同比增长。</blockquote></p><p><img src=\"https://static.tigerbbs.com/37a8b45c92174e3c9ab224d9a85f5e2d\" tg-width=\"1910\" tg-height=\"1114\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>Apple’s&nbsp;high-margin&nbsp;services business, including iCloud, App Store, and subscriptions like Apple Music, also showed 26.7% growth.</p><p><blockquote>苹果的高利润服务业务，包括iCloud、App Store和苹果音乐等订阅业务，也实现了26.7%的增长。</blockquote></p><p></p><p>One metric that Apple uses to show the growth in services is the number of subscriptions it has, which not only include its own subscriptions like Apple One, but also subscriptions through its App Store.</p><p><blockquote>苹果用来显示服务增长的一个指标是其订阅数量，其中不仅包括苹果One等自有订阅，还包括通过其App Store进行的订阅。</blockquote></p><p>“We now have over 660 million paid subscriptions across the services on the platform, and that’s up 40 million from the previous quarter, which is an acceleration from 35 million,” Cook told CNBC.</p><p><blockquote>库克对CNBC表示：“我们平台上的服务现在有超过6.6亿付费订阅，比上一季度增加了4000万，比3500万有所增长。”</blockquote></p><p>However, Apple’s App Store has been challenged by lawmakers and companies that say it costs too much and has too much power. A closely-watched trial with Fortnite maker Epic Games over App Store policies kicks off next week.</p><p><blockquote>然而，苹果的应用商店受到了立法者和公司的挑战，他们说它成本太高，权力太大。堡垒之夜制造商Epic Games就App Store政策进行的备受关注的审判将于下周开始。</blockquote></p><p>“The App Store has been an economic miracle. Last year, the estimates are that there was over a half a trillion dollars of economic activity because of the store. And, so, this has been just an economic gamechanger for not only the United States, but several countries around the world. And, we’re going to go in and tell our story. And we’ll see where it goes. But, we’re confident,” Cook told CNBC.</p><p><blockquote>“App Store是一个经济奇迹。据估计，去年有超过5000亿美元的经济活动因为应用商店。因此，这不仅是美国的经济游戏规则改变者，也是世界上几个国家的经济规则改变者。我们将走进去讲述我们的故事。我们会看到它会走向何方。但是，我们有信心，”库克告诉CNBC。</blockquote></p><p>Apple’s gross margin was also unusually elevated for the company. Most quarters, it tends to be in the 38% to 39% range, but in the quarter ending in March, Apple reported 42.5% margins.</p><p><blockquote>苹果的毛利率也异常高。大多数季度，利润率往往在38%至39%之间，但在截至3月份的季度，苹果报告利润率为42.5%。</blockquote></p><p></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>Apple reports another blowout quarter with sales up 54%, authorizes $90 billion in share buybacks<blockquote>苹果报告又一个井喷季度销售额增长54%，授权900亿美元股票回购</blockquote></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: 12.5px; color: #7E829C; margin: 0;}\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 reports another blowout quarter with sales up 54%, authorizes $90 billion in share buybacks<blockquote>苹果报告又一个井喷季度销售额增长54%，授权900亿美元股票回购</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\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 smaller\">2021-04-29 07:12</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><b>KEY POINTS</b></p><p><blockquote><b>要点</b></blockquote></p><p><ul><li>Apple reported a blowout quarter on Wednesday, announcing companywide sales up 54% higher than last year, and&nbsp;significantly stronger profits than Wall Street expected.</li><li>Apple did not issue official guidance for what it expects in the quarter ending in June.</li><li>Apple authorized $90 billion in share buybacks.</li></ul>Apple&nbsp;reported&nbsp;a blowout quarter&nbsp;on Wednesday, announcing companywide sales up 54% higher than last year, and&nbsp;significantly stronger profits than Wall Street expected.</p><p><blockquote><ul><li>苹果周三公布了井喷季度业绩，宣布全公司销售额比去年增长54%，利润明显强于华尔街预期。</li><li>苹果没有就截至6月份的季度的预期发布官方指引。</li><li>苹果授权900亿美元的股票回购。</li></ul>苹果周三公布了井喷季度业绩，宣布全公司销售额比去年增长54%，利润明显强于华尔街预期。</blockquote></p><p>Apple stock rose over 4% at one point in extended trading.</p><p><blockquote>苹果股价在盘后交易中一度上涨超过4%。</blockquote></p><p><img src=\"https://static.tigerbbs.com/4e791f63f460807906f1793c2d58933e\" tg-width=\"1302\" tg-height=\"833\"></p><p><blockquote></blockquote></p><p>Apple reported double-digit growth in every single one of its product categories, and its&nbsp;most important product line, the iPhone, was up 65.5% from last year. Its Mac and iPad sales&nbsp;did&nbsp;better, with its computers up 70.1% and iPad&nbsp;sales&nbsp;growing nearly 79% on an annual basis.</p><p><blockquote>苹果报告称，其每个产品类别都实现了两位数的增长，其最重要的产品线iPhone比去年增长了65.5%。其Mac和iPad销量表现更好，电脑销量同比增长70.1%，iPad销量同比增长近79%。</blockquote></p><p>Apple said it would increase its dividend by 7%&nbsp;to $0.22 per share&nbsp;and authorized $90 billion in share buybacks, which is significantly higher than last year’s $50 billion outlay&nbsp;and 2019′s $75 billion.</p><p><blockquote>苹果表示，将把股息提高7%至每股0.22美元，并授权900亿美元的股票回购，这明显高于去年的500亿美元支出和2019年的750亿美元。</blockquote></p><p>Here’s how Apple did versus Refinitiv estimates:</p><p><blockquote>以下是苹果与Refinitiv估计的表现：</blockquote></p><p><ul><li><b>EPS</b>:&nbsp;$1.40&nbsp;vs. $0.99 estimated</li><li><b>Revenue</b>:&nbsp;$89.58&nbsp;billion&nbsp;vs. $77.36&nbsp;billion&nbsp;estimated, up 53.7% year-over-year</li><li><b>iPhone revenue</b>:&nbsp;$47.94 billion&nbsp;vs. $41.43&nbsp;billion&nbsp;estimated, up&nbsp;65.5% year-over-year</li><li><b>Services revenue</b>:&nbsp;$16.90 billion&nbsp;vs. $15.57&nbsp;billion&nbsp;estimated, up 26.7% year over&nbsp;year</li><li><b>Other Products revenue</b>:&nbsp;$7.83&nbsp;billion&nbsp;vs. $7.79&nbsp;billion&nbsp;estimated,&nbsp;up 24%&nbsp;year-over-year</li><li><b>Mac revenue</b>:&nbsp;$9.10&nbsp;billion&nbsp;vs. $6.86&nbsp;billion&nbsp;estimated, up 70.1% year-over-year</li><li><b>iPad revenue</b>:&nbsp;$7.80 billion&nbsp;vs. $5.58&nbsp;billion&nbsp;estimated, up 78.9% year-over-year</li><li><b>Gross margin</b>:&nbsp;42.5% vs. 39.8%&nbsp;estimated</li></ul>Apple did not issue official guidance for what it expects in the quarter ending in June. It hasn’t provided revenue&nbsp;guidance since the start of the pandemic, citing uncertainty.&nbsp;This is Apple’s second quarter in a row with double-digit growth in all product categories.&nbsp;Apple CFO Luca Maestri told analysts that the company expects June quarter revenue to rise by double digits year-over-year, although it faces some supply shortages due to the worldwide chip shortage.</p><p><blockquote><ul><li><b>EPS</b>：1.40美元对比。估计0.99美元</li><li><b>收入</b>：895.8亿美元对比。预计773.6亿美元，同比增长53.7%</li><li><b>iPhone收入</b>：479.4亿美元对比。预计为414.3亿美元，同比增长65.5%</li><li><b>服务收入</b>：169亿美元vs.预计155.7亿美元，同比增长26.7%</li><li><b>其他产品收益</b>：78.3亿美元对比。预计77.9亿美元，同比增长24%</li><li><b>Mac收入</b>：91亿美元vs.预计68.6亿美元，同比增长70.1%</li><li><b>iPad收入</b>：78亿美元vs.预计55.8亿美元，同比增长78.9%</li><li><b>毛利率</b>：42.5%vs.估计值39.8%</li></ul>苹果没有就截至6月份的季度的预期发布官方指引。自疫情开始以来，该公司一直没有提供收入指引，理由是存在不确定性。这是苹果连续第二个季度在所有产品类别中实现两位数增长。苹果首席财务官Luca Maestri告诉分析师，该公司预计6月份季度的收入将同比增长两位数，尽管由于全球芯片短缺，该公司面临一些供应短缺。</blockquote></p><p>Apple has said in the past months that its business has been boosted by the pandemic as consumers&nbsp;and businesses&nbsp;bought&nbsp;computers&nbsp;to work and entertain themselves while at home. But Apple’s strong results in the quarter suggest that the trend may persist as more economies&nbsp;open up.</p><p><blockquote>苹果在过去几个月表示，随着消费者和企业购买电脑在家工作和娱乐，其业务受到了疫情的提振。但苹果本季度的强劲业绩表明，随着更多经济体的开放，这一趋势可能会持续下去。</blockquote></p><p>Or, as Apple CEO Tim Cook said in a statement: “This quarter reflects both the enduring ways our products have helped our users meet this&nbsp;moment in their own lives, as well as the optimism consumers seem to feel about better days&nbsp;ahead for all of us.”</p><p><blockquote>或者，正如苹果首席执行官蒂姆·库克(Tim Cook)在一份声明中所说：“本季度既反映了我们的产品帮助用户在自己的生活中迎接这一时刻的持久方式，也反映了消费者似乎对所有人未来更好的日子感到乐观。我们。”</blockquote></p><p>Mac sales were up 70%, and Cook said that the result was “fueled by” the company’s introduction of its Mac&nbsp;laptops&nbsp;that used its own M1 chips&nbsp;for longer battery life, instead of processors sold by&nbsp;Intel.&nbsp;iPad sales were up&nbsp;nearly 79% year-over-year.</p><p><blockquote>Mac的销量增长了70%，库克表示，这一结果是由该公司推出的Mac笔记本电脑“推动”的，这些笔记本电脑使用了自己的M1芯片，电池寿命更长，而不是英特尔销售的处理器，iPad的销量同比增长了近79%。</blockquote></p><p>Neither of those&nbsp;results&nbsp;include iPad Pro or iMac models the company announced in March, which are expected to drive additional demand.</p><p><blockquote>这两个结果都不包括该公司3月份宣布的iPad Pro或iMac型号，预计这些型号将推动额外需求。</blockquote></p><p>“We’re seeing strong first-time buyers on the Mac&nbsp;…&nbsp;it continues to run just south of 50%,” Cook told CNBC’s Josh Lipton. “And, in China, it’s even higher than that&nbsp;…&nbsp;it’s more around two-thirds. And that speaks to people preferring to work on the Mac.”</p><p><blockquote>库克对CNBC的乔什·利普顿(Josh Lipton)表示：“我们看到Mac的首次购买者数量强劲……这一比例继续略低于50%。”“而且，在中国，这个数字甚至更高……大约是三分之二。这表明人们更喜欢在Mac上工作。”</blockquote></p><p>Apple’s iPhone also reported strong results this quarter, quelling fears that the current annual cycle could slow down. Last year, Apple released iPhones with a new exterior design and 5G support, which many investors believed could prompt a major upgrade cycle, which this quarter’s results indicate.</p><p><blockquote>苹果的iPhone本季度也公布了强劲的业绩，平息了人们对当前年度周期可能放缓的担忧。去年，苹果发布了具有新外观设计和5G支持的iPhone，许多投资者认为这可能会引发一个重大升级周期，本季度的业绩表明了这一点。</blockquote></p><p>In greater China, which includes the mainland, Hong Kong, and Taiwan,&nbsp;Apple’s revenue increased over&nbsp;87% year-over-year to $17.73 billion, although the comparison is to a quarter last year in which China was largely shut down in the early days of the pandemic.&nbsp;Every other geographical category, including the Americas and Europe, were also up on an annual basis.</p><p><blockquote>在包括大陆、香港和台湾在内的大中华区，苹果的收入同比增长超过87%，达到177.3亿美元，尽管相比之下，去年中国在疫情初期基本上处于关闭状态。其他所有地理类别，包括美洲和欧洲，也同比增长。</blockquote></p><p><img src=\"https://static.tigerbbs.com/37a8b45c92174e3c9ab224d9a85f5e2d\" tg-width=\"1910\" tg-height=\"1114\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>Apple’s&nbsp;high-margin&nbsp;services business, including iCloud, App Store, and subscriptions like Apple Music, also showed 26.7% growth.</p><p><blockquote>苹果的高利润服务业务，包括iCloud、App Store和苹果音乐等订阅业务，也实现了26.7%的增长。</blockquote></p><p></p><p>One metric that Apple uses to show the growth in services is the number of subscriptions it has, which not only include its own subscriptions like Apple One, but also subscriptions through its App Store.</p><p><blockquote>苹果用来显示服务增长的一个指标是其订阅数量，其中不仅包括苹果One等自有订阅，还包括通过其App Store进行的订阅。</blockquote></p><p>“We now have over 660 million paid subscriptions across the services on the platform, and that’s up 40 million from the previous quarter, which is an acceleration from 35 million,” Cook told CNBC.</p><p><blockquote>库克对CNBC表示：“我们平台上的服务现在有超过6.6亿付费订阅，比上一季度增加了4000万，比3500万有所增长。”</blockquote></p><p>However, Apple’s App Store has been challenged by lawmakers and companies that say it costs too much and has too much power. A closely-watched trial with Fortnite maker Epic Games over App Store policies kicks off next week.</p><p><blockquote>然而，苹果的应用商店受到了立法者和公司的挑战，他们说它成本太高，权力太大。堡垒之夜制造商Epic Games就App Store政策进行的备受关注的审判将于下周开始。</blockquote></p><p>“The App Store has been an economic miracle. Last year, the estimates are that there was over a half a trillion dollars of economic activity because of the store. And, so, this has been just an economic gamechanger for not only the United States, but several countries around the world. And, we’re going to go in and tell our story. And we’ll see where it goes. But, we’re confident,” Cook told CNBC.</p><p><blockquote>“App Store是一个经济奇迹。据估计，去年有超过5000亿美元的经济活动因为应用商店。因此，这不仅是美国的经济游戏规则改变者，也是世界上几个国家的经济规则改变者。我们将走进去讲述我们的故事。我们会看到它会走向何方。但是，我们有信心，”库克告诉CNBC。</blockquote></p><p>Apple’s gross margin was also unusually elevated for the company. Most quarters, it tends to be in the 38% to 39% range, but in the quarter ending in March, Apple reported 42.5% margins.</p><p><blockquote>苹果的毛利率也异常高。大多数季度，利润率往往在38%至39%之间，但在截至3月份的季度，苹果报告利润率为42.5%。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137964402","content_text":"KEY POINTSApple reported a blowout quarter on Wednesday, announcing companywide sales up 54% higher than last year, and significantly stronger profits than Wall Street expected.Apple did not issue official guidance for what it expects in the quarter ending in June.Apple authorized $90 billion in share buybacks.Apple reported a blowout quarter on Wednesday, announcing companywide sales up 54% higher than last year, and significantly stronger profits than Wall Street expected.Apple stock rose over 4% at one point in extended trading.Apple reported double-digit growth in every single one of its product categories, and its most important product line, the iPhone, was up 65.5% from last year. Its Mac and iPad sales did better, with its computers up 70.1% and iPad sales growing nearly 79% on an annual basis.Apple said it would increase its dividend by 7% to $0.22 per share and authorized $90 billion in share buybacks, which is significantly higher than last year’s $50 billion outlay and 2019′s $75 billion.Here’s how Apple did versus Refinitiv estimates:EPS: $1.40 vs. $0.99 estimatedRevenue: $89.58 billion vs. $77.36 billion estimated, up 53.7% year-over-yeariPhone revenue: $47.94 billion vs. $41.43 billion estimated, up 65.5% year-over-yearServices revenue: $16.90 billion vs. $15.57 billion estimated, up 26.7% year over yearOther Products revenue: $7.83 billion vs. $7.79 billion estimated, up 24% year-over-yearMac revenue: $9.10 billion vs. $6.86 billion estimated, up 70.1% year-over-yeariPad revenue: $7.80 billion vs. $5.58 billion estimated, up 78.9% year-over-yearGross margin: 42.5% vs. 39.8% estimatedApple did not issue official guidance for what it expects in the quarter ending in June. It hasn’t provided revenue guidance since the start of the pandemic, citing uncertainty. This is Apple’s second quarter in a row with double-digit growth in all product categories. Apple CFO Luca Maestri told analysts that the company expects June quarter revenue to rise by double digits year-over-year, although it faces some supply shortages due to the worldwide chip shortage.Apple has said in the past months that its business has been boosted by the pandemic as consumers and businesses bought computers to work and entertain themselves while at home. But Apple’s strong results in the quarter suggest that the trend may persist as more economies open up.Or, as Apple CEO Tim Cook said in a statement: “This quarter reflects both the enduring ways our products have helped our users meet this moment in their own lives, as well as the optimism consumers seem to feel about better days ahead for all of us.”Mac sales were up 70%, and Cook said that the result was “fueled by” the company’s introduction of its Mac laptops that used its own M1 chips for longer battery life, instead of processors sold by Intel. iPad sales were up nearly 79% year-over-year.Neither of those results include iPad Pro or iMac models the company announced in March, which are expected to drive additional demand.“We’re seeing strong first-time buyers on the Mac … it continues to run just south of 50%,” Cook told CNBC’s Josh Lipton. “And, in China, it’s even higher than that … it’s more around two-thirds. And that speaks to people preferring to work on the Mac.”Apple’s iPhone also reported strong results this quarter, quelling fears that the current annual cycle could slow down. Last year, Apple released iPhones with a new exterior design and 5G support, which many investors believed could prompt a major upgrade cycle, which this quarter’s results indicate.In greater China, which includes the mainland, Hong Kong, and Taiwan, Apple’s revenue increased over 87% year-over-year to $17.73 billion, although the comparison is to a quarter last year in which China was largely shut down in the early days of the pandemic. Every other geographical category, including the Americas and Europe, were also up on an annual basis.Apple’s high-margin services business, including iCloud, App Store, and subscriptions like Apple Music, also showed 26.7% growth.One metric that Apple uses to show the growth in services is the number of subscriptions it has, which not only include its own subscriptions like Apple One, but also subscriptions through its App Store.“We now have over 660 million paid subscriptions across the services on the platform, and that’s up 40 million from the previous quarter, which is an acceleration from 35 million,” Cook told CNBC.However, Apple’s App Store has been challenged by lawmakers and companies that say it costs too much and has too much power. A closely-watched trial with Fortnite maker Epic Games over App Store policies kicks off next week.“The App Store has been an economic miracle. Last year, the estimates are that there was over a half a trillion dollars of economic activity because of the store. And, so, this has been just an economic gamechanger for not only the United States, but several countries around the world. And, we’re going to go in and tell our story. And we’ll see where it goes. But, we’re confident,” Cook told CNBC.Apple’s gross margin was also unusually elevated for the company. Most quarters, it tends to be in the 38% to 39% range, but in the quarter ending in March, Apple reported 42.5% margins.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":669,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":101200753,"gmtCreate":1619913969972,"gmtModify":1634209219484,"author":{"id":"3565317426108050","authorId":"3565317426108050","name":"Pha","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3565317426108050","idStr":"3565317426108050"},"themes":[],"htmlText":"Gee","listText":"Gee","text":"Gee","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/101200753","repostId":"1155857726","repostType":4,"isVote":1,"tweetType":1,"viewCount":570,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":105623414,"gmtCreate":1620299676238,"gmtModify":1634206280138,"author":{"id":"3565317426108050","authorId":"3565317426108050","name":"Pha","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3565317426108050","idStr":"3565317426108050"},"themes":[],"htmlText":"😄","listText":"😄","text":"😄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/105623414","repostId":"2133578858","repostType":4,"isVote":1,"tweetType":1,"viewCount":422,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":100754902,"gmtCreate":1619652454906,"gmtModify":1634211087526,"author":{"id":"3565317426108050","authorId":"3565317426108050","name":"Pha","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3565317426108050","idStr":"3565317426108050"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/100754902","repostId":"1132578048","repostType":4,"isVote":1,"tweetType":1,"viewCount":515,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":376888245,"gmtCreate":1619102591987,"gmtModify":1634288529711,"author":{"id":"3565317426108050","authorId":"3565317426108050","name":"Pha","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3565317426108050","idStr":"3565317426108050"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/376888245","repostId":"2129809492","repostType":4,"isVote":1,"tweetType":1,"viewCount":602,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":376883180,"gmtCreate":1619102461340,"gmtModify":1634288531102,"author":{"id":"3565317426108050","authorId":"3565317426108050","name":"Pha","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3565317426108050","idStr":"3565317426108050"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/376883180","repostId":"1172268368","repostType":4,"repost":{"id":"1172268368","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1619100467,"share":"https://www.laohu8.com/m/news/1172268368?lang=zh_CN&edition=full","pubTime":"2021-04-22 22:07","market":"us","language":"en","title":"5 Stocks To Consider For Earth Day<blockquote>地球日值得考虑的5只股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1172268368","media":"Benzinga","summary":"The first Earth Day was held on April 22, 1970, and was created in response to an oil spill during t","content":"<p><img src=\"https://static.tigerbbs.com/8ef67d97878cb190ca7ef418b0dd6081\" tg-width=\"685\" tg-height=\"375\"></p><p><blockquote></blockquote></p><p> The first Earth Day was held on April 22, 1970, and was created in response to an oil spill during the previous year that dumped more than three million gallons of fuel into the Pacific Ocean and killed over 10,000 sea mammals and birds.</p><p><blockquote>第一个地球日于1970年4月22日举行，是为了应对前一年的漏油事件，该事件向太平洋倾倒了300多万加仑的燃料，导致10,000多只海洋哺乳动物和鸟类死亡。</blockquote></p><p> Fast-forward 51 years and Earth Day observances are now focused on the challenges created by global climate change and ongoing efforts to mitigate the seemingly endless assaults on the ecosystem.</p><p><blockquote>快进51年，地球日的纪念活动现在集中在全球气候变化带来的挑战和减轻对生态系统似乎无休止的攻击的持续努力上。</blockquote></p><p> Environmentalism and investing do not need to be considered as parallel pursuits. Indeed, a great many public companies are actively involved in environmental preservation. On this Earth Day, let’s hold up a spotlight – solar powered, of course – on five stocks that could bring multiple hues of green to a portfolio.</p><p><blockquote>环保主义和投资不需要被认为是平行的追求。事实上，许多公共公司都积极参与环境保护。在这个地球日，让我们重点关注五只可以为投资组合带来多种绿色的股票——当然是太阳能。</blockquote></p><p> <b>American Waterworks Company Inc.</b></p><p><blockquote><b>美国自来水公司。</b></blockquote></p><p> This Camden, New Jersey-based company first turned on its faucets in 1886. Today, American Waterworks defines itself as the “largest and most geographically diverse U.S. publicly-traded water and wastewater utility company,” serving more than 15 million people in 46 states.</p><p><blockquote>这家总部位于新泽西州卡姆登的公司于1886年首次打开水龙头。如今，American Waterworks将自己定义为“美国最大、地域最多元化的上市供水和废水处理公用事业公司”，为46个州的超过1500万人提供服务。</blockquote></p><p> The company recorded 2020 net income of $715 million, up from $654 million one year earlier. President and CEO Walter Lynch referred to 2020 as an “unprecedented year,” albeit in a positive way with “approximately $1.9 billion in capital investment, continued cost management, success in growth with 23 completed regulated acquisitions, the addition of our 17th military installation contract and the execution of enhanced COVID-19 safety protocols.”</p><p><blockquote>该公司2020年净利润为7.15亿美元，高于一年前的6.54亿美元。总裁兼首席执行官沃尔特·林奇(Walter Lynch)将2020年称为“前所未有的一年”，尽管是以积极的方式，“约19亿美元的资本投资、持续的成本管理、完成23项受监管收购的成功增长、增加了我们的第17个军事设施合同和执行增强的COVID-19安全协议。”</blockquote></p><p> As a result of its 2020 performance, American Waterworks reported results of $3.91 per share, up from the previous year’s $3.43 per share, and forecasted 2021 diluted earnings per share in a guidance range of $4.18 to $4.28.</p><p><blockquote>由于2020年的业绩，American Waterworks公布的业绩为每股3.91美元，高于上一年的每股3.43美元，并预测2021年摊薄后每股收益在4.18美元至4.28美元的指导范围内。</blockquote></p><p> American Waterworks opened its Earth Day trading at $160.97, closer to its 52-week high of $172.56 than to its 52-week low of $112.50.</p><p><blockquote>American Waterworks地球日开盘报160.97美元，接近52周高点172.56美元，而不是52周低点112.50美元。</blockquote></p><p> <b>Avangrid, Inc.</b></p><p><blockquote><b>阿万格里德公司。</b></blockquote></p><p> This Orange, Connecticut-based subsidiary of Spain’s Iberdrola S.A. is an energy services holding company with a bifurcated mission of power transmission serving 3.5 million customers through its eight utilities in the Northeast and the development of renewable energy generation facilities.</p><p><blockquote>这家总部位于康涅狄格州奥兰治的西班牙Iberdrola S.A.子公司是一家能源服务控股公司，其使命是通过东北部的八家公用事业公司为350万客户提供电力传输服务，并开发可再生能源发电设施。</blockquote></p><p> The company’s subsidiary Avangrid Renewables is on the cusp of making energy history with Vineyard 1, a $2 billion project that will encompass 62 GE Haliade-X turbines 15 miles off the Martha Vineyard coast with the capacity to generate 800 MW of electricity through two export cables buried under the Atlantic seabed.</p><p><blockquote>该公司的子公司Avangrid Renewables正处于Vineyard 1创造能源历史的风口浪尖，这是一个耗资20亿美元的项目，将包括距离玛莎葡萄园岛海岸15英里的62台GE Haliade-X涡轮机，能够通过两条出口电缆发电800兆瓦埋在大西洋海底。</blockquote></p><p> Avangrid generated net income of $581 million, or $1.88 per share, during 2020. The company offered a 2021 earnings guidance of $2.15 to $2.35 per share.</p><p><blockquote>Avangrid 2020年净利润为5.81亿美元，即每股1.88美元。该公司给出的2021年盈利指引为每股2.15美元至2.35美元。</blockquote></p><p> “I am excited about the promise for 2021 and beyond,” said CEO Dennis V. Arriola. “We have ambitious goals and are uniquely positioned to drive the energy transition in the U.S.”</p><p><blockquote>首席执行官丹尼斯·V·阿里奥拉(Dennis V.Arriola)表示：“我对2021年及以后的承诺感到兴奋。”“我们有雄心勃勃的目标，并且在推动美国能源转型方面具有独特的优势。”</blockquote></p><p> Avangrid’s stock arrived on Earth Day at $52.21, closer to its 52-week high of $56.20 and distant from its 52-week low of $38.78.</p><p><blockquote>Avangrid的股价在地球日收于52.21美元，接近56.20美元的52周高点，远离38.78美元的52周低点。</blockquote></p><p> <b>Ormat Technologies Inc.</b></p><p><blockquote><b>奥马特技术公司。</b></blockquote></p><p> Headquartered in Reno, Nevada, Ormat develops geothermal and recovered energy generation power plants. Its geothermal and solar generating portfolio totals 932 MW and is spread across the U.S., Kenya, Guatemala, Indonesia, Honduras and Guadeloupe while its 83 MW energy storage portfolio is concentrated in the U.S.</p><p><blockquote>Ormat总部位于内华达州里诺，开发地热和回收能源发电厂。其地热和太阳能发电组合总计932兆瓦，分布在美国、肯尼亚、危地马拉、印度尼西亚、洪都拉斯和瓜德罗普岛，而其83兆瓦的储能组合集中在美国。</blockquote></p><p> Ormat’s most recent achievement was the April 1 commencement of the 10 MW/40 MWh Vallecito Battery Energy Storage System (BESS), which will provide local resource adequacy to Southern California Edison under a 20-year energy storage resource adequacy agreement. It's now developing a 25 MW battery energy storage system in Upton County, Texas, which is scheduled to begin commercial operation before the end of 2021.</p><p><blockquote>Ormat最近的成就是4月1日启动了10 MW/40 MWh Vallecito电池储能系统（BESS），根据一项为期20年的储能资源充足协议，该系统将为南加州爱迪生公司提供当地资源充足性。它目前正在德克萨斯州厄普顿县开发一个25兆瓦的电池储能系统，计划在2021年底前开始商业运营。</blockquote></p><p> The company reported $705.3 million in revenue in 2020, down from $746 million in 2019. Its net income of $85.5 million was lower than 2019’s $88.1 million, and its diluted earnings per share of $1.65 were less than the previous year’s $1.72.</p><p><blockquote>该公司报告2020年收入为7.053亿美元，低于2019年的7.46亿美元。其净利润为8550万美元，低于2019年的8810万美元，稀释后每股收益为1.65美元，低于上年的1.72美元。</blockquote></p><p> CEO Doron Blachar acknowledged the multiple challenges of 2020 but insisted 2021 will compensate generously.</p><p><blockquote>首席执行官Doron Blachar承认2020年面临多重挑战，但坚称2021年将给予慷慨补偿。</blockquote></p><p> “With the tail wind of governments’ support around the world for renewable energy, we are increasing our capital expenditures for 2021 as we are confident with our solid growth plans aiming to increase our combined geothermal, energy storage and solar generating portfolio to approximately 1.5 GW by 2023 with a significant contribution coming from our energy storage business,” Blachar said.</p><p><blockquote>“在世界各国政府对可再生能源支持的推动下，我们正在增加2021年的资本支出，因为我们对稳健的增长计划充满信心，旨在将我们的地热、储能和太阳能发电组合增加到约1.5 GW到2023年，我们的储能业务将做出重大贡献，”Blachar说。</blockquote></p><p> Ormat began trading at $116.50, closer to its 52-week high of $128.87 than to its 52-week low of $53.44.</p><p><blockquote>Ormat开盘价为116.50美元，更接近52周高点128.87美元，而不是52周低点53.44美元。</blockquote></p><p> <b>Polaris Infrastructure Inc.</b></p><p><blockquote><b>北极星基础设施公司。</b></blockquote></p><p></p><p> Formerly known as Ram Power corporation, this Toronto-headquartered company acquires, develops and operates renewable energy projects in Latin America. Through its subsidiaries, the company owns and operates the 72MW San Jacinto geothermal project in northwest Nicaragua and three run-of-river (ROR) hydroelectric facilities in Peru with the capacity levels of roughly 5 MW, 8 MW and 20 MW, respectively.</p><p><blockquote>这家总部位于多伦多的公司前身为Ram Power corporation，在拉丁美洲收购、开发和运营可再生能源项目。该公司通过其子公司拥有并运营尼加拉瓜西北部的72兆瓦圣哈辛托地热项目和秘鲁的三个径流式(ROR)水力发电设施，容量分别约为5兆瓦、8兆瓦和20兆瓦。</blockquote></p><p> Polaris generated $74.7 million in revenue from energy sales in 2020, approximately 5% higher than the previous year. compared to the same period in 2019. The Company generated $40.3 million in net cash flow from operating activities and $48.4 million in operating cash flow, finishing the year with a cash position of $60.1 million.</p><p><blockquote>北极星2020年能源销售收入为7470万美元，比上一年增长约5%。与2019年同期相比。该公司从经营活动中产生了4030万美元的净现金流和4840万美元的经营现金流，年底现金头寸为6010万美元。</blockquote></p><p> The company began 2021 by extending the period of exclusivity for the Memorandum of Understanding (MOU) signed in 2020 to acquire the owner of a Panama-based 10 MW ROR hydro project called Chuspa from Navitas Holdings Inc. of Panama to June 30. The pandemic prevented construction on the project last year, but the company is aiming to start work during the second quarter of this year.</p><p><blockquote>该公司从2021年开始将2020年签署的谅解备忘录(MOU)的独家期限延长至6月30日，该谅解备忘录(MOU)旨在从巴拿马Navitas Holdings Inc.收购巴拿马10兆瓦ROR水电项目Chuspa的所有者。去年，疫情阻止了该项目的建设，但该公司的目标是在今年第二季度开工。</blockquote></p><p> Polaris trades&nbsp;at $15.51, near its 52-week high of $19.25 and far from its 52-week low of $7.75.</p><p><blockquote>北极星交易价格为15.51美元，接近52周高点19.25美元，远离52周低点7.75美元。</blockquote></p><p> <b>Sunrun Inc.</b></p><p><blockquote><b>Sunrun公司。</b></blockquote></p><p> This San Francisco provider of residential solar panels and home batteries receivedinitiated coveragethis week from Evercore ISI at Outperform and an $87 price target. Analyst James West pegged Sunrun as “the clear U.S. residential solar market leader and as such enjoys scale advantages in a massively underpenetrated market.”</p><p><blockquote>这家旧金山住宅太阳能电池板和家用电池供应商本周首次获得Evercore ISI的评级，评级为跑赢大盘，目标价为87美元。分析师James West将Sunrun视为“美国住宅太阳能市场的明显领导者，因此在渗透率严重不足的市场中享有规模优势。”</blockquote></p><p> West also pointed out the company’s $4.2 billion in 2020 net earning assets, adding its’ 550,000 customers will allow the company to “upsell and cross-sell opportunities.”</p><p><blockquote>West还指出，该公司2020年净利润资产为42亿美元，并补充说其55万名客户将使该公司能够“追加销售和交叉销售机会”。</blockquote></p><p> Sunrun achieved total revenue of $922.2 million in 2020, up from $858.6 million in 2019. Customer agreements and incentives revenue were $484.2 million last year, up by 25% compared to 2019, but solar energy systems and product sales revenue were $438 million, down 7% year-over-year.</p><p><blockquote>Sunrun 2020年实现总收入9.222亿美元，高于2019年的8.586亿美元。去年客户协议和激励收入为4.842亿美元，与2019年相比增长25%，但太阳能系统和产品销售收入为4.38亿美元，同比下降7%。</blockquote></p><p> The expenses and restructuring costs from Sunrun’s acquisition of Vivint Solar last year were $58.9 million in 2020. The net loss attributable to common stockholders was $173.4 million, or $1.24 per share.</p><p><blockquote>2020年，Sunrun去年收购Vivint Solar的费用和重组成本为5890万美元。归属于普通股股东的净亏损为1.734亿美元，即每股1.24美元。</blockquote></p><p> “Extreme weather events and power outages necessitate a transition to a clean and decentralized energy system,” said CEO Lynn Jurich. “Sunrun is leading this change with affordable local solar and battery solutions, delivering reliable clean energy to American households and supporting grid stability.”</p><p><blockquote>首席执行官林恩·尤里奇(Lynn Jurich)表示：“极端天气事件和停电需要向清洁和分散的能源系统过渡。”“Sunrun正在通过经济实惠的本地太阳能和电池解决方案引领这一变革，为美国家庭提供可靠的清洁能源并支持电网稳定性。”</blockquote></p><p> Sunrun trades around $52.22, halfway between its 52-week high of $100.93 and its 52-week low of $12.16.</p><p><blockquote>Sunrun的交易价格约为52.22美元，介于52周高点100.93美元和52周低点12.16美元之间。</blockquote></p><p></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>5 Stocks To Consider For Earth Day<blockquote>地球日值得考虑的5只股票</blockquote></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: 12.5px; color: #7E829C; margin: 0;}\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\">\n5 Stocks To Consider For Earth Day<blockquote>地球日值得考虑的5只股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time smaller\">2021-04-22 22:07</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p><img src=\"https://static.tigerbbs.com/8ef67d97878cb190ca7ef418b0dd6081\" tg-width=\"685\" tg-height=\"375\"></p><p><blockquote></blockquote></p><p> The first Earth Day was held on April 22, 1970, and was created in response to an oil spill during the previous year that dumped more than three million gallons of fuel into the Pacific Ocean and killed over 10,000 sea mammals and birds.</p><p><blockquote>第一个地球日于1970年4月22日举行，是为了应对前一年的漏油事件，该事件向太平洋倾倒了300多万加仑的燃料，导致10,000多只海洋哺乳动物和鸟类死亡。</blockquote></p><p> Fast-forward 51 years and Earth Day observances are now focused on the challenges created by global climate change and ongoing efforts to mitigate the seemingly endless assaults on the ecosystem.</p><p><blockquote>快进51年，地球日的纪念活动现在集中在全球气候变化带来的挑战和减轻对生态系统似乎无休止的攻击的持续努力上。</blockquote></p><p> Environmentalism and investing do not need to be considered as parallel pursuits. Indeed, a great many public companies are actively involved in environmental preservation. On this Earth Day, let’s hold up a spotlight – solar powered, of course – on five stocks that could bring multiple hues of green to a portfolio.</p><p><blockquote>环保主义和投资不需要被认为是平行的追求。事实上，许多公共公司都积极参与环境保护。在这个地球日，让我们重点关注五只可以为投资组合带来多种绿色的股票——当然是太阳能。</blockquote></p><p> <b>American Waterworks Company Inc.</b></p><p><blockquote><b>美国自来水公司。</b></blockquote></p><p> This Camden, New Jersey-based company first turned on its faucets in 1886. Today, American Waterworks defines itself as the “largest and most geographically diverse U.S. publicly-traded water and wastewater utility company,” serving more than 15 million people in 46 states.</p><p><blockquote>这家总部位于新泽西州卡姆登的公司于1886年首次打开水龙头。如今，American Waterworks将自己定义为“美国最大、地域最多元化的上市供水和废水处理公用事业公司”，为46个州的超过1500万人提供服务。</blockquote></p><p> The company recorded 2020 net income of $715 million, up from $654 million one year earlier. President and CEO Walter Lynch referred to 2020 as an “unprecedented year,” albeit in a positive way with “approximately $1.9 billion in capital investment, continued cost management, success in growth with 23 completed regulated acquisitions, the addition of our 17th military installation contract and the execution of enhanced COVID-19 safety protocols.”</p><p><blockquote>该公司2020年净利润为7.15亿美元，高于一年前的6.54亿美元。总裁兼首席执行官沃尔特·林奇(Walter Lynch)将2020年称为“前所未有的一年”，尽管是以积极的方式，“约19亿美元的资本投资、持续的成本管理、完成23项受监管收购的成功增长、增加了我们的第17个军事设施合同和执行增强的COVID-19安全协议。”</blockquote></p><p> As a result of its 2020 performance, American Waterworks reported results of $3.91 per share, up from the previous year’s $3.43 per share, and forecasted 2021 diluted earnings per share in a guidance range of $4.18 to $4.28.</p><p><blockquote>由于2020年的业绩，American Waterworks公布的业绩为每股3.91美元，高于上一年的每股3.43美元，并预测2021年摊薄后每股收益在4.18美元至4.28美元的指导范围内。</blockquote></p><p> American Waterworks opened its Earth Day trading at $160.97, closer to its 52-week high of $172.56 than to its 52-week low of $112.50.</p><p><blockquote>American Waterworks地球日开盘报160.97美元，接近52周高点172.56美元，而不是52周低点112.50美元。</blockquote></p><p> <b>Avangrid, Inc.</b></p><p><blockquote><b>阿万格里德公司。</b></blockquote></p><p> This Orange, Connecticut-based subsidiary of Spain’s Iberdrola S.A. is an energy services holding company with a bifurcated mission of power transmission serving 3.5 million customers through its eight utilities in the Northeast and the development of renewable energy generation facilities.</p><p><blockquote>这家总部位于康涅狄格州奥兰治的西班牙Iberdrola S.A.子公司是一家能源服务控股公司，其使命是通过东北部的八家公用事业公司为350万客户提供电力传输服务，并开发可再生能源发电设施。</blockquote></p><p> The company’s subsidiary Avangrid Renewables is on the cusp of making energy history with Vineyard 1, a $2 billion project that will encompass 62 GE Haliade-X turbines 15 miles off the Martha Vineyard coast with the capacity to generate 800 MW of electricity through two export cables buried under the Atlantic seabed.</p><p><blockquote>该公司的子公司Avangrid Renewables正处于Vineyard 1创造能源历史的风口浪尖，这是一个耗资20亿美元的项目，将包括距离玛莎葡萄园岛海岸15英里的62台GE Haliade-X涡轮机，能够通过两条出口电缆发电800兆瓦埋在大西洋海底。</blockquote></p><p> Avangrid generated net income of $581 million, or $1.88 per share, during 2020. The company offered a 2021 earnings guidance of $2.15 to $2.35 per share.</p><p><blockquote>Avangrid 2020年净利润为5.81亿美元，即每股1.88美元。该公司给出的2021年盈利指引为每股2.15美元至2.35美元。</blockquote></p><p> “I am excited about the promise for 2021 and beyond,” said CEO Dennis V. Arriola. “We have ambitious goals and are uniquely positioned to drive the energy transition in the U.S.”</p><p><blockquote>首席执行官丹尼斯·V·阿里奥拉(Dennis V.Arriola)表示：“我对2021年及以后的承诺感到兴奋。”“我们有雄心勃勃的目标，并且在推动美国能源转型方面具有独特的优势。”</blockquote></p><p> Avangrid’s stock arrived on Earth Day at $52.21, closer to its 52-week high of $56.20 and distant from its 52-week low of $38.78.</p><p><blockquote>Avangrid的股价在地球日收于52.21美元，接近56.20美元的52周高点，远离38.78美元的52周低点。</blockquote></p><p> <b>Ormat Technologies Inc.</b></p><p><blockquote><b>奥马特技术公司。</b></blockquote></p><p> Headquartered in Reno, Nevada, Ormat develops geothermal and recovered energy generation power plants. Its geothermal and solar generating portfolio totals 932 MW and is spread across the U.S., Kenya, Guatemala, Indonesia, Honduras and Guadeloupe while its 83 MW energy storage portfolio is concentrated in the U.S.</p><p><blockquote>Ormat总部位于内华达州里诺，开发地热和回收能源发电厂。其地热和太阳能发电组合总计932兆瓦，分布在美国、肯尼亚、危地马拉、印度尼西亚、洪都拉斯和瓜德罗普岛，而其83兆瓦的储能组合集中在美国。</blockquote></p><p> Ormat’s most recent achievement was the April 1 commencement of the 10 MW/40 MWh Vallecito Battery Energy Storage System (BESS), which will provide local resource adequacy to Southern California Edison under a 20-year energy storage resource adequacy agreement. It's now developing a 25 MW battery energy storage system in Upton County, Texas, which is scheduled to begin commercial operation before the end of 2021.</p><p><blockquote>Ormat最近的成就是4月1日启动了10 MW/40 MWh Vallecito电池储能系统（BESS），根据一项为期20年的储能资源充足协议，该系统将为南加州爱迪生公司提供当地资源充足性。它目前正在德克萨斯州厄普顿县开发一个25兆瓦的电池储能系统，计划在2021年底前开始商业运营。</blockquote></p><p> The company reported $705.3 million in revenue in 2020, down from $746 million in 2019. Its net income of $85.5 million was lower than 2019’s $88.1 million, and its diluted earnings per share of $1.65 were less than the previous year’s $1.72.</p><p><blockquote>该公司报告2020年收入为7.053亿美元，低于2019年的7.46亿美元。其净利润为8550万美元，低于2019年的8810万美元，稀释后每股收益为1.65美元，低于上年的1.72美元。</blockquote></p><p> CEO Doron Blachar acknowledged the multiple challenges of 2020 but insisted 2021 will compensate generously.</p><p><blockquote>首席执行官Doron Blachar承认2020年面临多重挑战，但坚称2021年将给予慷慨补偿。</blockquote></p><p> “With the tail wind of governments’ support around the world for renewable energy, we are increasing our capital expenditures for 2021 as we are confident with our solid growth plans aiming to increase our combined geothermal, energy storage and solar generating portfolio to approximately 1.5 GW by 2023 with a significant contribution coming from our energy storage business,” Blachar said.</p><p><blockquote>“在世界各国政府对可再生能源支持的推动下，我们正在增加2021年的资本支出，因为我们对稳健的增长计划充满信心，旨在将我们的地热、储能和太阳能发电组合增加到约1.5 GW到2023年，我们的储能业务将做出重大贡献，”Blachar说。</blockquote></p><p> Ormat began trading at $116.50, closer to its 52-week high of $128.87 than to its 52-week low of $53.44.</p><p><blockquote>Ormat开盘价为116.50美元，更接近52周高点128.87美元，而不是52周低点53.44美元。</blockquote></p><p> <b>Polaris Infrastructure Inc.</b></p><p><blockquote><b>北极星基础设施公司。</b></blockquote></p><p></p><p> Formerly known as Ram Power corporation, this Toronto-headquartered company acquires, develops and operates renewable energy projects in Latin America. Through its subsidiaries, the company owns and operates the 72MW San Jacinto geothermal project in northwest Nicaragua and three run-of-river (ROR) hydroelectric facilities in Peru with the capacity levels of roughly 5 MW, 8 MW and 20 MW, respectively.</p><p><blockquote>这家总部位于多伦多的公司前身为Ram Power corporation，在拉丁美洲收购、开发和运营可再生能源项目。该公司通过其子公司拥有并运营尼加拉瓜西北部的72兆瓦圣哈辛托地热项目和秘鲁的三个径流式(ROR)水力发电设施，容量分别约为5兆瓦、8兆瓦和20兆瓦。</blockquote></p><p> Polaris generated $74.7 million in revenue from energy sales in 2020, approximately 5% higher than the previous year. compared to the same period in 2019. The Company generated $40.3 million in net cash flow from operating activities and $48.4 million in operating cash flow, finishing the year with a cash position of $60.1 million.</p><p><blockquote>北极星2020年能源销售收入为7470万美元，比上一年增长约5%。与2019年同期相比。该公司从经营活动中产生了4030万美元的净现金流和4840万美元的经营现金流，年底现金头寸为6010万美元。</blockquote></p><p> The company began 2021 by extending the period of exclusivity for the Memorandum of Understanding (MOU) signed in 2020 to acquire the owner of a Panama-based 10 MW ROR hydro project called Chuspa from Navitas Holdings Inc. of Panama to June 30. The pandemic prevented construction on the project last year, but the company is aiming to start work during the second quarter of this year.</p><p><blockquote>该公司从2021年开始将2020年签署的谅解备忘录(MOU)的独家期限延长至6月30日，该谅解备忘录(MOU)旨在从巴拿马Navitas Holdings Inc.收购巴拿马10兆瓦ROR水电项目Chuspa的所有者。去年，疫情阻止了该项目的建设，但该公司的目标是在今年第二季度开工。</blockquote></p><p> Polaris trades&nbsp;at $15.51, near its 52-week high of $19.25 and far from its 52-week low of $7.75.</p><p><blockquote>北极星交易价格为15.51美元，接近52周高点19.25美元，远离52周低点7.75美元。</blockquote></p><p> <b>Sunrun Inc.</b></p><p><blockquote><b>Sunrun公司。</b></blockquote></p><p> This San Francisco provider of residential solar panels and home batteries receivedinitiated coveragethis week from Evercore ISI at Outperform and an $87 price target. Analyst James West pegged Sunrun as “the clear U.S. residential solar market leader and as such enjoys scale advantages in a massively underpenetrated market.”</p><p><blockquote>这家旧金山住宅太阳能电池板和家用电池供应商本周首次获得Evercore ISI的评级，评级为跑赢大盘，目标价为87美元。分析师James West将Sunrun视为“美国住宅太阳能市场的明显领导者，因此在渗透率严重不足的市场中享有规模优势。”</blockquote></p><p> West also pointed out the company’s $4.2 billion in 2020 net earning assets, adding its’ 550,000 customers will allow the company to “upsell and cross-sell opportunities.”</p><p><blockquote>West还指出，该公司2020年净利润资产为42亿美元，并补充说其55万名客户将使该公司能够“追加销售和交叉销售机会”。</blockquote></p><p> Sunrun achieved total revenue of $922.2 million in 2020, up from $858.6 million in 2019. Customer agreements and incentives revenue were $484.2 million last year, up by 25% compared to 2019, but solar energy systems and product sales revenue were $438 million, down 7% year-over-year.</p><p><blockquote>Sunrun 2020年实现总收入9.222亿美元，高于2019年的8.586亿美元。去年客户协议和激励收入为4.842亿美元，与2019年相比增长25%，但太阳能系统和产品销售收入为4.38亿美元，同比下降7%。</blockquote></p><p> The expenses and restructuring costs from Sunrun’s acquisition of Vivint Solar last year were $58.9 million in 2020. The net loss attributable to common stockholders was $173.4 million, or $1.24 per share.</p><p><blockquote>2020年，Sunrun去年收购Vivint Solar的费用和重组成本为5890万美元。归属于普通股股东的净亏损为1.734亿美元，即每股1.24美元。</blockquote></p><p> “Extreme weather events and power outages necessitate a transition to a clean and decentralized energy system,” said CEO Lynn Jurich. “Sunrun is leading this change with affordable local solar and battery solutions, delivering reliable clean energy to American households and supporting grid stability.”</p><p><blockquote>首席执行官林恩·尤里奇(Lynn Jurich)表示：“极端天气事件和停电需要向清洁和分散的能源系统过渡。”“Sunrun正在通过经济实惠的本地太阳能和电池解决方案引领这一变革，为美国家庭提供可靠的清洁能源并支持电网稳定性。”</blockquote></p><p> Sunrun trades around $52.22, halfway between its 52-week high of $100.93 and its 52-week low of $12.16.</p><p><blockquote>Sunrun的交易价格约为52.22美元，介于52周高点100.93美元和52周低点12.16美元之间。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ORA":"奥玛特科技","AWK":"美国水务","RAMPF":"POLARIS RENEWABLE ENERGY INC.","RUN":"Sunrun Inc.","AGR":"Avangrid, Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172268368","content_text":"The first Earth Day was held on April 22, 1970, and was created in response to an oil spill during the previous year that dumped more than three million gallons of fuel into the Pacific Ocean and killed over 10,000 sea mammals and birds.\nFast-forward 51 years and Earth Day observances are now focused on the challenges created by global climate change and ongoing efforts to mitigate the seemingly endless assaults on the ecosystem.\nEnvironmentalism and investing do not need to be considered as parallel pursuits. Indeed, a great many public companies are actively involved in environmental preservation. On this Earth Day, let’s hold up a spotlight – solar powered, of course – on five stocks that could bring multiple hues of green to a portfolio.\nAmerican Waterworks Company Inc.\nThis Camden, New Jersey-based company first turned on its faucets in 1886. Today, American Waterworks defines itself as the “largest and most geographically diverse U.S. publicly-traded water and wastewater utility company,” serving more than 15 million people in 46 states.\nThe company recorded 2020 net income of $715 million, up from $654 million one year earlier. President and CEO Walter Lynch referred to 2020 as an “unprecedented year,” albeit in a positive way with “approximately $1.9 billion in capital investment, continued cost management, success in growth with 23 completed regulated acquisitions, the addition of our 17th military installation contract and the execution of enhanced COVID-19 safety protocols.”\nAs a result of its 2020 performance, American Waterworks reported results of $3.91 per share, up from the previous year’s $3.43 per share, and forecasted 2021 diluted earnings per share in a guidance range of $4.18 to $4.28.\nAmerican Waterworks opened its Earth Day trading at $160.97, closer to its 52-week high of $172.56 than to its 52-week low of $112.50.\nAvangrid, Inc.\nThis Orange, Connecticut-based subsidiary of Spain’s Iberdrola S.A. is an energy services holding company with a bifurcated mission of power transmission serving 3.5 million customers through its eight utilities in the Northeast and the development of renewable energy generation facilities.\nThe company’s subsidiary Avangrid Renewables is on the cusp of making energy history with Vineyard 1, a $2 billion project that will encompass 62 GE Haliade-X turbines 15 miles off the Martha Vineyard coast with the capacity to generate 800 MW of electricity through two export cables buried under the Atlantic seabed.\nAvangrid generated net income of $581 million, or $1.88 per share, during 2020. The company offered a 2021 earnings guidance of $2.15 to $2.35 per share.\n“I am excited about the promise for 2021 and beyond,” said CEO Dennis V. Arriola. “We have ambitious goals and are uniquely positioned to drive the energy transition in the U.S.”\nAvangrid’s stock arrived on Earth Day at $52.21, closer to its 52-week high of $56.20 and distant from its 52-week low of $38.78.\nOrmat Technologies Inc.\nHeadquartered in Reno, Nevada, Ormat develops geothermal and recovered energy generation power plants. Its geothermal and solar generating portfolio totals 932 MW and is spread across the U.S., Kenya, Guatemala, Indonesia, Honduras and Guadeloupe while its 83 MW energy storage portfolio is concentrated in the U.S.\nOrmat’s most recent achievement was the April 1 commencement of the 10 MW/40 MWh Vallecito Battery Energy Storage System (BESS), which will provide local resource adequacy to Southern California Edison under a 20-year energy storage resource adequacy agreement. It's now developing a 25 MW battery energy storage system in Upton County, Texas, which is scheduled to begin commercial operation before the end of 2021.\nThe company reported $705.3 million in revenue in 2020, down from $746 million in 2019. Its net income of $85.5 million was lower than 2019’s $88.1 million, and its diluted earnings per share of $1.65 were less than the previous year’s $1.72.\nCEO Doron Blachar acknowledged the multiple challenges of 2020 but insisted 2021 will compensate generously.\n“With the tail wind of governments’ support around the world for renewable energy, we are increasing our capital expenditures for 2021 as we are confident with our solid growth plans aiming to increase our combined geothermal, energy storage and solar generating portfolio to approximately 1.5 GW by 2023 with a significant contribution coming from our energy storage business,” Blachar said.\nOrmat began trading at $116.50, closer to its 52-week high of $128.87 than to its 52-week low of $53.44.\nPolaris Infrastructure Inc.\nFormerly known as Ram Power corporation, this Toronto-headquartered company acquires, develops and operates renewable energy projects in Latin America. Through its subsidiaries, the company owns and operates the 72MW San Jacinto geothermal project in northwest Nicaragua and three run-of-river (ROR) hydroelectric facilities in Peru with the capacity levels of roughly 5 MW, 8 MW and 20 MW, respectively.\nPolaris generated $74.7 million in revenue from energy sales in 2020, approximately 5% higher than the previous year. compared to the same period in 2019. The Company generated $40.3 million in net cash flow from operating activities and $48.4 million in operating cash flow, finishing the year with a cash position of $60.1 million.\nThe company began 2021 by extending the period of exclusivity for the Memorandum of Understanding (MOU) signed in 2020 to acquire the owner of a Panama-based 10 MW ROR hydro project called Chuspa from Navitas Holdings Inc. of Panama to June 30. The pandemic prevented construction on the project last year, but the company is aiming to start work during the second quarter of this year.\nPolaris trades at $15.51, near its 52-week high of $19.25 and far from its 52-week low of $7.75.\nSunrun Inc.\nThis San Francisco provider of residential solar panels and home batteries receivedinitiated coveragethis week from Evercore ISI at Outperform and an $87 price target. Analyst James West pegged Sunrun as “the clear U.S. residential solar market leader and as such enjoys scale advantages in a massively underpenetrated market.”\nWest also pointed out the company’s $4.2 billion in 2020 net earning assets, adding its’ 550,000 customers will allow the company to “upsell and cross-sell opportunities.”\nSunrun achieved total revenue of $922.2 million in 2020, up from $858.6 million in 2019. Customer agreements and incentives revenue were $484.2 million last year, up by 25% compared to 2019, but solar energy systems and product sales revenue were $438 million, down 7% year-over-year.\nThe expenses and restructuring costs from Sunrun’s acquisition of Vivint Solar last year were $58.9 million in 2020. The net loss attributable to common stockholders was $173.4 million, or $1.24 per share.\n“Extreme weather events and power outages necessitate a transition to a clean and decentralized energy system,” said CEO Lynn Jurich. “Sunrun is leading this change with affordable local solar and battery solutions, delivering reliable clean energy to American households and supporting grid stability.”\nSunrun trades around $52.22, halfway between its 52-week high of $100.93 and its 52-week low of $12.16.","news_type":1,"symbols_score_info":{"RUN":0.9,"AGR":0.9,"AWK":0.9,"ORA":0.9,"RAMPF":0.9}},"isVote":1,"tweetType":1,"viewCount":716,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}