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thehyde

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2021-07-12

That's bad

抱歉，原内容已删除

2021-06-26

Great news! [微笑]

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2021-06-25

Great news

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2021-06-24

Good article

Activist investor who shook up Bed Bath & Beyond and Kohl's says this is the next big retail opportunity

2021-02-09

Nicee

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2021-02-09

Well.....

Singapore prime minister’s wife Ho Ching to step down as CEO of $230 billion state investor

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[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/125199391","repostId":"2146023165","repostType":4,"isVote":1,"tweetType":1,"viewCount":1699,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":126772130,"gmtCreate":1624586429320,"gmtModify":1633950890466,"author":{"id":"3575945138263255","authorId":"3575945138263255","name":"thehyde","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575945138263255","authorIdStr":"3575945138263255"},"themes":[],"htmlText":"Great news","listText":"Great news","text":"Great news","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/126772130","repostId":"2146256160","repostType":4,"isVote":1,"tweetType":1,"viewCount":2092,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":128650802,"gmtCreate":1624514942106,"gmtModify":1634004983316,"author":{"id":"3575945138263255","authorId":"3575945138263255","name":"thehyde","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575945138263255","authorIdStr":"3575945138263255"},"themes":[],"htmlText":"Good article","listText":"Good article","text":"Good article","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/128650802","repostId":"2145801329","repostType":4,"repost":{"id":"2145801329","kind":"news","pubTimestamp":1624498951,"share":"https://www.laohu8.com/m/news/2145801329?lang=&edition=full","pubTime":"2021-06-24 09:42","market":"us","language":"en","title":"Activist investor who shook up Bed Bath & Beyond and Kohl's says this is the next big retail opportunity","url":"https://stock-news.laohu8.com/highlight/detail?id=2145801329","media":"Yahoo Finance","summary":"Macellum Capital Management CEO Jonathan Duskin has two very successful, high-profile activist campa","content":"<p>Macellum Capital Management CEO Jonathan Duskin has two very successful, high-profile activist campaigns in the retail space under his belt, and is now shifting his gaze specifically to the underperforming apparel sector in a bid to find potential money-making opportunities.</p>\n<p>\"The market is entering a period of prosperity for traditional apparel retailers. The time has come when we will see apparel retailers consistently beat [number]s and be revalued higher,\" Duskin wrote in a note obtained by Yahoo Finance. \"In summary, the Amazon / [e-commerce] threat has been met, discretionary spending is set to accelerate with a meaningful tailwind, spending is shifting away from the home, the significant capital expenditure and SG&amp;A spending cycle is over and having stores has suddenly become an offensive weapon. The result will drive earnings and cash flow significantly higher than 2019 and we believe the group will be accorded higher multiples as long-term visibility improves.\"</p>\n<p>Duskin told Yahoo Finance Live the apparel sector has several other positive catalysts lurking, including consumers rebuilding their closets and the kicking in of the child tax credit come the key back to school shopping season.</p>\n<p>To be sure, Duskin has a solid case that many apparel stocks may be undervalued relative to their future earnings potential on the other side of the pandemic.</p>\n<p>The <a href=\"https://laohu8.com/S/IBUY\">Amplify Online Retail ETF</a> — which tracks the performance of apparel brands such as Lands' End and Stitch Fix —is only up 11.8% year-to-date. As for the S&amp;P Retailing Index it's up 12.6% this year. The S&amp;P 500 has notched a 13% gain so far this year.</p>\n<p>Meanwhile, a casual look at price-earnings multiples (PE) in the apparel space underscore Duskin's point.</p>\n<p>For instance, shares of apparel retailers Abercrombie &amp; Fitch, Gap, American Eagle Outfitters, <a href=\"https://laohu8.com/S/PVH\">PVH Corp</a>. and Polo Ralph Lauren all trade at relative discounts to the S&amp;P 500 on a forward price-to-earnings multiple basis. The average discount for these five stocks compared to the S&amp;P 500 from a P/E perspective is about 22%, according to data compiled by Yahoo Finance.</p>\n<p>'We think it's a unique time for retailers, particularly apparel retailers. There is a lot of dynamics that will favor them, much like we saw coming out of the Great Recession. I think apparel retailers are poised to outperform over the next two to four years for a host of reasons. Inventories are low. They learned to do more with less during COVID-19. Stores are now a weapon,\" explained Duskin.</p>\n<p>Duskin's missive follows a successful activist campaign at struggling Kohl's in April. As part of a settlement with Macellum, Ancora Holdings, Legion Partners Asset Management and 4010 Capital Kohl's added three new members to its board. It also expanded its stock buyback plan to $2 billion.</p>\n<p>The activist says he is searching for new targets. He continues to hold shares of Kohl's.</p>","source":"yahoofinance","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>Activist investor who shook up Bed Bath & Beyond and Kohl's says this is the next big retail opportunity</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nActivist investor who shook up Bed Bath & Beyond and Kohl's says this is the next big retail opportunity\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-24 09:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/activist-investor-who-shook-up-bed-bath-beyond-and-kohls-says-this-is-the-next-big-retail-opportunity-190331054.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Macellum Capital Management CEO Jonathan Duskin has two very successful, high-profile activist campaigns in the retail space under his belt, and is now shifting his gaze specifically to the ...</p>\n\n<a href=\"https://finance.yahoo.com/news/activist-investor-who-shook-up-bed-bath-beyond-and-kohls-says-this-is-the-next-big-retail-opportunity-190331054.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NKE":"耐克","UAA":"安德玛公司A类股","FL":"富乐客","LE":"Lands End Inc","ANF":"爱芬奇","GCO":"格涅斯科","M":"梅西百货","EXPR":"Express, Inc.","KSS":"柯尔百货","DKS":"迪克体育用品","AMZN":"亚马逊","TGT":"塔吉特","PVH":"PVH Corp","WMT":"沃尔玛","UA":"安德玛公司C类股","RL":"拉夫劳伦","BBBY":"3B家居","SFIX":"Stitch Fix Inc."},"source_url":"https://finance.yahoo.com/news/activist-investor-who-shook-up-bed-bath-beyond-and-kohls-says-this-is-the-next-big-retail-opportunity-190331054.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2145801329","content_text":"Macellum Capital Management CEO Jonathan Duskin has two very successful, high-profile activist campaigns in the retail space under his belt, and is now shifting his gaze specifically to the underperforming apparel sector in a bid to find potential money-making opportunities.\n\"The market is entering a period of prosperity for traditional apparel retailers. The time has come when we will see apparel retailers consistently beat [number]s and be revalued higher,\" Duskin wrote in a note obtained by Yahoo Finance. \"In summary, the Amazon / [e-commerce] threat has been met, discretionary spending is set to accelerate with a meaningful tailwind, spending is shifting away from the home, the significant capital expenditure and SG&A spending cycle is over and having stores has suddenly become an offensive weapon. The result will drive earnings and cash flow significantly higher than 2019 and we believe the group will be accorded higher multiples as long-term visibility improves.\"\nDuskin told Yahoo Finance Live the apparel sector has several other positive catalysts lurking, including consumers rebuilding their closets and the kicking in of the child tax credit come the key back to school shopping season.\nTo be sure, Duskin has a solid case that many apparel stocks may be undervalued relative to their future earnings potential on the other side of the pandemic.\nThe Amplify Online Retail ETF — which tracks the performance of apparel brands such as Lands' End and Stitch Fix —is only up 11.8% year-to-date. As for the S&P Retailing Index it's up 12.6% this year. The S&P 500 has notched a 13% gain so far this year.\nMeanwhile, a casual look at price-earnings multiples (PE) in the apparel space underscore Duskin's point.\nFor instance, shares of apparel retailers Abercrombie & Fitch, Gap, American Eagle Outfitters, PVH Corp. and Polo Ralph Lauren all trade at relative discounts to the S&P 500 on a forward price-to-earnings multiple basis. The average discount for these five stocks compared to the S&P 500 from a P/E perspective is about 22%, according to data compiled by Yahoo Finance.\n'We think it's a unique time for retailers, particularly apparel retailers. There is a lot of dynamics that will favor them, much like we saw coming out of the Great Recession. I think apparel retailers are poised to outperform over the next two to four years for a host of reasons. Inventories are low. They learned to do more with less during COVID-19. Stores are now a weapon,\" explained Duskin.\nDuskin's missive follows a successful activist campaign at struggling Kohl's in April. As part of a settlement with Macellum, Ancora Holdings, Legion Partners Asset Management and 4010 Capital Kohl's added three new members to its board. It also expanded its stock buyback plan to $2 billion.\nThe activist says he is searching for new targets. He continues to hold shares of Kohl's.","news_type":1,"symbols_score_info":{"AMZN":0.9,"ANF":0.9,"BBBY":0.9,"DKS":0.9,"EXPR":0.9,"FL":0.9,"GCO":0.9,"KSS":0.9,"LE":0.9,"M":0.9,"NKE":0.9,"PVH":0.9,"RL":0.9,"SFIX":0.9,"TGT":0.9,"UA":0.9,"UAA":0.9,"WMT":0.9}},"isVote":1,"tweetType":1,"viewCount":1331,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":383554174,"gmtCreate":1612885114198,"gmtModify":1703766438522,"author":{"id":"3575945138263255","authorId":"3575945138263255","name":"thehyde","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575945138263255","authorIdStr":"3575945138263255"},"themes":[],"htmlText":"Nicee","listText":"Nicee","text":"Nicee","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/383554174","repostId":"2110500970","repostType":4,"isVote":1,"tweetType":1,"viewCount":1709,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":383555985,"gmtCreate":1612885071247,"gmtModify":1703766436803,"author":{"id":"3575945138263255","authorId":"3575945138263255","name":"thehyde","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575945138263255","authorIdStr":"3575945138263255"},"themes":[],"htmlText":"Well.....","listText":"Well.....","text":"Well.....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/383555985","repostId":"1167253607","repostType":4,"repost":{"id":"1167253607","kind":"news","pubTimestamp":1612850345,"share":"https://www.laohu8.com/m/news/1167253607?lang=&edition=full","pubTime":"2021-02-09 13:59","market":"sg","language":"en","title":"Singapore prime minister’s wife Ho Ching to step down as CEO of $230 billion state investor","url":"https://stock-news.laohu8.com/highlight/detail?id=1167253607","media":"cnbc","summary":"KEY POINTS\n\nSingapore’s state investment company Temasek Holdings said Chief Executive Officer Ho Ch","content":"<div>\n<p>KEY POINTS\n\nSingapore’s state investment company Temasek Holdings said Chief Executive Officer Ho Ching will retire and step down from the board on Oct. 1.\nHo, the wife of Singapore’s Prime Minister ...</p>\n\n<a href=\"https://www.cnbc.com/2021/02/09/ho-ching-to-retire-as-ceo-of-singapores-temasek-holdings-on-oct-1.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Singapore prime minister’s wife Ho Ching to step down as CEO of $230 billion state investor</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; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSingapore prime minister’s wife Ho Ching to step down as CEO of $230 billion state investor\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-09 13:59 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/02/09/ho-ching-to-retire-as-ceo-of-singapores-temasek-holdings-on-oct-1.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTS\n\nSingapore’s state investment company Temasek Holdings said Chief Executive Officer Ho Ching will retire and step down from the board on Oct. 1.\nHo, the wife of Singapore’s Prime Minister ...</p>\n\n<a href=\"https://www.cnbc.com/2021/02/09/ho-ching-to-retire-as-ceo-of-singapores-temasek-holdings-on-oct-1.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STI.SI":"富时新加坡海峡指数"},"source_url":"https://www.cnbc.com/2021/02/09/ho-ching-to-retire-as-ceo-of-singapores-temasek-holdings-on-oct-1.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1167253607","content_text":"KEY POINTS\n\nSingapore’s state investment company Temasek Holdings said Chief Executive Officer Ho Ching will retire and step down from the board on Oct. 1.\nHo, the wife of Singapore’s Prime Minister Lee Hsien Loong, has been Temasek’s CEO since 2004.\nShe will be succeeded by Dilhan Pillay Sandrasegara, currently CEO of the firm’s investment arm Temasek International.\n\nSINGAPORE — Singapore’s state investment company Temasek Holdings announced Tuesday that Ho Ching will retire from her roles as chief executive and executive director on Oct. 1.\nHo, the wife of Singapore’s Prime Minister Lee Hsien Loong, has been Temasek’s CEO since 2004. She will be succeeded by Dilhan Pillay Sandrasegara, currently CEO of the firm’s investment arm, Temasek International.\nTemasek is among the world’s largest investors.Its portfolio valuestood at 306 billion Singapore dollars ($230 billion) as of March 31 last year.\nLeadership succession at Temasek has been widely discussed for several years.Ho had planned to step down in October 2009but stayed on after then CEO-designate, Charles Goodyear, left the company.\nHernew successor Pillay is a former corporate lawyer who joined the company 10 years ago. He became CEO of Temasek International in 2019, overseeing the company’s investment activities.\nPillay will retain his role at the investment arm after becoming CEO of Temasek Holdings.\nIn its early days, the company invested mainly in Singapore companies — but it has since turned into a major global investor.\nThe company’s annual report in 2020 — the latest one available — showed that assets in China accounted for 29% of its portfolio. That was followed by Singapore at 24% and North America at 17%, the report said.","news_type":1,"symbols_score_info":{"STI.SI":0.9}},"isVote":1,"tweetType":1,"viewCount":1923,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":146865577,"gmtCreate":1626067547899,"gmtModify":1633930451180,"author":{"id":"3575945138263255","authorId":"3575945138263255","name":"thehyde","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575945138263255","authorIdStr":"3575945138263255"},"themes":[],"htmlText":"That's bad","listText":"That's bad","text":"That's bad","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/146865577","repostId":"1105201166","repostType":4,"isVote":1,"tweetType":1,"viewCount":1086,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":126772130,"gmtCreate":1624586429320,"gmtModify":1633950890466,"author":{"id":"3575945138263255","authorId":"3575945138263255","name":"thehyde","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575945138263255","authorIdStr":"3575945138263255"},"themes":[],"htmlText":"Great news","listText":"Great news","text":"Great news","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/126772130","repostId":"2146256160","repostType":4,"isVote":1,"tweetType":1,"viewCount":2092,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":125199391,"gmtCreate":1624662686313,"gmtModify":1633950038014,"author":{"id":"3575945138263255","authorId":"3575945138263255","name":"thehyde","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575945138263255","authorIdStr":"3575945138263255"},"themes":[],"htmlText":"Great news!&nbsp;[微笑]&nbsp;","listText":"Great news!&nbsp;[微笑]&nbsp;","text":"Great news! [微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/125199391","repostId":"2146023165","repostType":4,"isVote":1,"tweetType":1,"viewCount":1699,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":128650802,"gmtCreate":1624514942106,"gmtModify":1634004983316,"author":{"id":"3575945138263255","authorId":"3575945138263255","name":"thehyde","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575945138263255","authorIdStr":"3575945138263255"},"themes":[],"htmlText":"Good article","listText":"Good article","text":"Good article","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/128650802","repostId":"2145801329","repostType":4,"repost":{"id":"2145801329","kind":"news","pubTimestamp":1624498951,"share":"https://www.laohu8.com/m/news/2145801329?lang=&edition=full","pubTime":"2021-06-24 09:42","market":"us","language":"en","title":"Activist investor who shook up Bed Bath & Beyond and Kohl's says this is the next big retail opportunity","url":"https://stock-news.laohu8.com/highlight/detail?id=2145801329","media":"Yahoo Finance","summary":"Macellum Capital Management CEO Jonathan Duskin has two very successful, high-profile activist campa","content":"<p>Macellum Capital Management CEO Jonathan Duskin has two very successful, high-profile activist campaigns in the retail space under his belt, and is now shifting his gaze specifically to the underperforming apparel sector in a bid to find potential money-making opportunities.</p>\n<p>\"The market is entering a period of prosperity for traditional apparel retailers. The time has come when we will see apparel retailers consistently beat [number]s and be revalued higher,\" Duskin wrote in a note obtained by Yahoo Finance. \"In summary, the Amazon / [e-commerce] threat has been met, discretionary spending is set to accelerate with a meaningful tailwind, spending is shifting away from the home, the significant capital expenditure and SG&amp;A spending cycle is over and having stores has suddenly become an offensive weapon. The result will drive earnings and cash flow significantly higher than 2019 and we believe the group will be accorded higher multiples as long-term visibility improves.\"</p>\n<p>Duskin told Yahoo Finance Live the apparel sector has several other positive catalysts lurking, including consumers rebuilding their closets and the kicking in of the child tax credit come the key back to school shopping season.</p>\n<p>To be sure, Duskin has a solid case that many apparel stocks may be undervalued relative to their future earnings potential on the other side of the pandemic.</p>\n<p>The <a href=\"https://laohu8.com/S/IBUY\">Amplify Online Retail ETF</a> — which tracks the performance of apparel brands such as Lands' End and Stitch Fix —is only up 11.8% year-to-date. As for the S&amp;P Retailing Index it's up 12.6% this year. The S&amp;P 500 has notched a 13% gain so far this year.</p>\n<p>Meanwhile, a casual look at price-earnings multiples (PE) in the apparel space underscore Duskin's point.</p>\n<p>For instance, shares of apparel retailers Abercrombie &amp; Fitch, Gap, American Eagle Outfitters, <a href=\"https://laohu8.com/S/PVH\">PVH Corp</a>. and Polo Ralph Lauren all trade at relative discounts to the S&amp;P 500 on a forward price-to-earnings multiple basis. The average discount for these five stocks compared to the S&amp;P 500 from a P/E perspective is about 22%, according to data compiled by Yahoo Finance.</p>\n<p>'We think it's a unique time for retailers, particularly apparel retailers. There is a lot of dynamics that will favor them, much like we saw coming out of the Great Recession. I think apparel retailers are poised to outperform over the next two to four years for a host of reasons. Inventories are low. They learned to do more with less during COVID-19. Stores are now a weapon,\" explained Duskin.</p>\n<p>Duskin's missive follows a successful activist campaign at struggling Kohl's in April. As part of a settlement with Macellum, Ancora Holdings, Legion Partners Asset Management and 4010 Capital Kohl's added three new members to its board. It also expanded its stock buyback plan to $2 billion.</p>\n<p>The activist says he is searching for new targets. He continues to hold shares of Kohl's.</p>","source":"yahoofinance","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>Activist investor who shook up Bed Bath & Beyond and Kohl's says this is the next big retail opportunity</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nActivist investor who shook up Bed Bath & Beyond and Kohl's says this is the next big retail opportunity\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-24 09:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/activist-investor-who-shook-up-bed-bath-beyond-and-kohls-says-this-is-the-next-big-retail-opportunity-190331054.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Macellum Capital Management CEO Jonathan Duskin has two very successful, high-profile activist campaigns in the retail space under his belt, and is now shifting his gaze specifically to the ...</p>\n\n<a href=\"https://finance.yahoo.com/news/activist-investor-who-shook-up-bed-bath-beyond-and-kohls-says-this-is-the-next-big-retail-opportunity-190331054.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NKE":"耐克","UAA":"安德玛公司A类股","FL":"富乐客","LE":"Lands End Inc","ANF":"爱芬奇","GCO":"格涅斯科","M":"梅西百货","EXPR":"Express, Inc.","KSS":"柯尔百货","DKS":"迪克体育用品","AMZN":"亚马逊","TGT":"塔吉特","PVH":"PVH Corp","WMT":"沃尔玛","UA":"安德玛公司C类股","RL":"拉夫劳伦","BBBY":"3B家居","SFIX":"Stitch Fix Inc."},"source_url":"https://finance.yahoo.com/news/activist-investor-who-shook-up-bed-bath-beyond-and-kohls-says-this-is-the-next-big-retail-opportunity-190331054.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2145801329","content_text":"Macellum Capital Management CEO Jonathan Duskin has two very successful, high-profile activist campaigns in the retail space under his belt, and is now shifting his gaze specifically to the underperforming apparel sector in a bid to find potential money-making opportunities.\n\"The market is entering a period of prosperity for traditional apparel retailers. The time has come when we will see apparel retailers consistently beat [number]s and be revalued higher,\" Duskin wrote in a note obtained by Yahoo Finance. \"In summary, the Amazon / [e-commerce] threat has been met, discretionary spending is set to accelerate with a meaningful tailwind, spending is shifting away from the home, the significant capital expenditure and SG&A spending cycle is over and having stores has suddenly become an offensive weapon. The result will drive earnings and cash flow significantly higher than 2019 and we believe the group will be accorded higher multiples as long-term visibility improves.\"\nDuskin told Yahoo Finance Live the apparel sector has several other positive catalysts lurking, including consumers rebuilding their closets and the kicking in of the child tax credit come the key back to school shopping season.\nTo be sure, Duskin has a solid case that many apparel stocks may be undervalued relative to their future earnings potential on the other side of the pandemic.\nThe Amplify Online Retail ETF — which tracks the performance of apparel brands such as Lands' End and Stitch Fix —is only up 11.8% year-to-date. As for the S&P Retailing Index it's up 12.6% this year. The S&P 500 has notched a 13% gain so far this year.\nMeanwhile, a casual look at price-earnings multiples (PE) in the apparel space underscore Duskin's point.\nFor instance, shares of apparel retailers Abercrombie & Fitch, Gap, American Eagle Outfitters, PVH Corp. and Polo Ralph Lauren all trade at relative discounts to the S&P 500 on a forward price-to-earnings multiple basis. The average discount for these five stocks compared to the S&P 500 from a P/E perspective is about 22%, according to data compiled by Yahoo Finance.\n'We think it's a unique time for retailers, particularly apparel retailers. There is a lot of dynamics that will favor them, much like we saw coming out of the Great Recession. I think apparel retailers are poised to outperform over the next two to four years for a host of reasons. Inventories are low. They learned to do more with less during COVID-19. Stores are now a weapon,\" explained Duskin.\nDuskin's missive follows a successful activist campaign at struggling Kohl's in April. As part of a settlement with Macellum, Ancora Holdings, Legion Partners Asset Management and 4010 Capital Kohl's added three new members to its board. It also expanded its stock buyback plan to $2 billion.\nThe activist says he is searching for new targets. He continues to hold shares of Kohl's.","news_type":1,"symbols_score_info":{"AMZN":0.9,"ANF":0.9,"BBBY":0.9,"DKS":0.9,"EXPR":0.9,"FL":0.9,"GCO":0.9,"KSS":0.9,"LE":0.9,"M":0.9,"NKE":0.9,"PVH":0.9,"RL":0.9,"SFIX":0.9,"TGT":0.9,"UA":0.9,"UAA":0.9,"WMT":0.9}},"isVote":1,"tweetType":1,"viewCount":1331,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":383554174,"gmtCreate":1612885114198,"gmtModify":1703766438522,"author":{"id":"3575945138263255","authorId":"3575945138263255","name":"thehyde","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575945138263255","authorIdStr":"3575945138263255"},"themes":[],"htmlText":"Nicee","listText":"Nicee","text":"Nicee","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/383554174","repostId":"2110500970","repostType":4,"isVote":1,"tweetType":1,"viewCount":1709,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":383555985,"gmtCreate":1612885071247,"gmtModify":1703766436803,"author":{"id":"3575945138263255","authorId":"3575945138263255","name":"thehyde","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575945138263255","authorIdStr":"3575945138263255"},"themes":[],"htmlText":"Well.....","listText":"Well.....","text":"Well.....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/383555985","repostId":"1167253607","repostType":4,"repost":{"id":"1167253607","kind":"news","pubTimestamp":1612850345,"share":"https://www.laohu8.com/m/news/1167253607?lang=&edition=full","pubTime":"2021-02-09 13:59","market":"sg","language":"en","title":"Singapore prime minister’s wife Ho Ching to step down as CEO of $230 billion state investor","url":"https://stock-news.laohu8.com/highlight/detail?id=1167253607","media":"cnbc","summary":"KEY POINTS\n\nSingapore’s state investment company Temasek Holdings said Chief Executive Officer Ho Ch","content":"<div>\n<p>KEY POINTS\n\nSingapore’s state investment company Temasek Holdings said Chief Executive Officer Ho Ching will retire and step down from the board on Oct. 1.\nHo, the wife of Singapore’s Prime Minister ...</p>\n\n<a href=\"https://www.cnbc.com/2021/02/09/ho-ching-to-retire-as-ceo-of-singapores-temasek-holdings-on-oct-1.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Singapore prime minister’s wife Ho Ching to step down as CEO of $230 billion state investor</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; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSingapore prime minister’s wife Ho Ching to step down as CEO of $230 billion state investor\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-09 13:59 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/02/09/ho-ching-to-retire-as-ceo-of-singapores-temasek-holdings-on-oct-1.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTS\n\nSingapore’s state investment company Temasek Holdings said Chief Executive Officer Ho Ching will retire and step down from the board on Oct. 1.\nHo, the wife of Singapore’s Prime Minister ...</p>\n\n<a href=\"https://www.cnbc.com/2021/02/09/ho-ching-to-retire-as-ceo-of-singapores-temasek-holdings-on-oct-1.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STI.SI":"富时新加坡海峡指数"},"source_url":"https://www.cnbc.com/2021/02/09/ho-ching-to-retire-as-ceo-of-singapores-temasek-holdings-on-oct-1.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1167253607","content_text":"KEY POINTS\n\nSingapore’s state investment company Temasek Holdings said Chief Executive Officer Ho Ching will retire and step down from the board on Oct. 1.\nHo, the wife of Singapore’s Prime Minister Lee Hsien Loong, has been Temasek’s CEO since 2004.\nShe will be succeeded by Dilhan Pillay Sandrasegara, currently CEO of the firm’s investment arm Temasek International.\n\nSINGAPORE — Singapore’s state investment company Temasek Holdings announced Tuesday that Ho Ching will retire from her roles as chief executive and executive director on Oct. 1.\nHo, the wife of Singapore’s Prime Minister Lee Hsien Loong, has been Temasek’s CEO since 2004. She will be succeeded by Dilhan Pillay Sandrasegara, currently CEO of the firm’s investment arm, Temasek International.\nTemasek is among the world’s largest investors.Its portfolio valuestood at 306 billion Singapore dollars ($230 billion) as of March 31 last year.\nLeadership succession at Temasek has been widely discussed for several years.Ho had planned to step down in October 2009but stayed on after then CEO-designate, Charles Goodyear, left the company.\nHernew successor Pillay is a former corporate lawyer who joined the company 10 years ago. He became CEO of Temasek International in 2019, overseeing the company’s investment activities.\nPillay will retain his role at the investment arm after becoming CEO of Temasek Holdings.\nIn its early days, the company invested mainly in Singapore companies — but it has since turned into a major global investor.\nThe company’s annual report in 2020 — the latest one available — showed that assets in China accounted for 29% of its portfolio. That was followed by Singapore at 24% and North America at 17%, the report said.","news_type":1,"symbols_score_info":{"STI.SI":0.9}},"isVote":1,"tweetType":1,"viewCount":1923,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}