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2021-08-12

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2021-08-06

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20 cloud stocks expected to increase sales the most over the next two years

2021-08-03

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Alibaba EPS beats by RMB2.27, misses on revenue

2021-08-02

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Alibaba,Uber, DraftKings, GM, Roku, EA, ViacomCBS, and Other Stocks for Investors to Watch This Week

2021-07-29

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7 Stocks To Watch For July 27, 2021

2021-07-26

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2021-07-25

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Will NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks

2021-07-25

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Will NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks

2021-07-24

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2021-07-21

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Too Late to Join BB Stock Rally as Upside Is Gone

2021-07-21

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2021-07-18

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Dow drops nearly 300 points on Friday, snaps 3-week winning streak

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(Getty Images/iStockphoto)</span></p>\n<p>U.S. investors remain bullish, despite rumblings out of China and the spike in delta variant infections.</p>\n<p>Cloud companies — those at the forefront of the shift in computing power to distributed models over the internet — are expected to grow at a rapid clip over the next several years, and four of the five largest exchange traded funds covering the space are close to hitting record highs.</p>\n<p>Below is a screen of stocks held by those ETFs, showing which are expected to increase their sales the most through 2023. In an industry with many players at relatively early stages, increases in sales, rather than in earnings, might be the best driver of stock prices.</p>\n<p>To begin the screen, we looked at the five largest cloud ETFs:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/36209ce827d95e822cad5128be8b146a\" tg-width=\"933\" tg-height=\"664\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p>\n<p>ETFs might be your best way to take a broad approach for a long-term play on the cloud revolution. If you are interested in any ETF, you should review the fund manager’s website.</p>\n<p>Here’s a comparison of total returns through Aug. 4, along with those for the SPDR S&amp;P 500 ETF&nbsp;and the Invesco QQQ Trust&nbsp;(which tracks the Nasdaq-100 Index) for comparison:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/242f135b3c7cca3cbaae3ee574023c1f\" tg-width=\"942\" tg-height=\"577\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p>\n<p>The ETFs’ approaches differ. For example, the ARK Next Generation Internet ETF&nbsp;is the only one that is actively managed. The others track an index. It is also the only one that holds shares of Tesla Inc.,which makes up 10.65% of the portfolio, according to information posted by ARK Invest on Aug. 5. Tesla is an electric-vehicle manufacturer, but it can also be considered a cloud company because it distributes software updates over the internet continually, and offers other cloud-based services.</p>\n<p>Another holding unique to ARKW among the five cloud ETFs is Walt Disney Co.,which is certainly an important cloud player through its Disney+ streaming service, even if the company doesn’t say directly how much of its sales are derived from that rapidly growing segment.</p>\n<p>As part of its description of ARKW, FactSet says the following:</p>\n<p><i>“Broadly speaking, the ARKW’s managers appear focused on big buzzwords such as Internet of Things, cloud computing, digital currencies and wearable technology. While the fund’s focus may be appealing for investors with conviction in these new technologies, portfolio implementation is a more difficult task: Most of the companies developing these advancements are huge corporations for which nascent technologies are only a small fraction of total revenues. As such, it’s very difficult to get pure-play access to ARKW’s targeted technologies — so be sure to confirm that the fund’s holdings — not just its thesis — align with your view of the space.”</i></p>\n<p><b>Cloud-stock screen</b></p>\n<p>Together, the five cloud ETFs listed above hold 147 stocks. To project sales growth through 2023, we used calendar 2020 sales estimates as a baseline and then looked at consensus estimates among analysts polled by FactSet for the subsequent three years, if available. (The 2020 numbers are estimates, because many companies’ fiscal years don’t match the calendar.)</p>\n<p>To make sure we had a solid set of estimates, we confined the group to the 126 companies covered by at least five analysts polled by FactSet, for which consensus sales estimates for calendar 2020 through calendar 2023 are available.</p>\n<p>Here are the 20 companies projected to have the highest compound annual growth rates (CAGR) for sales through calendar 2023:</p>\n<p><img src=\"https://static.tigerbbs.com/517a23591cde159fb889ab80abc4bcc6\" tg-width=\"934\" tg-height=\"765\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/6af2cf5b5f9f0ce50f8f023ac7babc7f\" tg-width=\"935\" tg-height=\"717\" width=\"100%\" height=\"auto\"></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b88ebe72e09cb9ce3294269f0a4ae431\" tg-width=\"935\" tg-height=\"403\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p>\n<p>There are actually 21 stocks listed, including Zillow Group Inc.’s Class A&nbsp;and Class C&nbsp;shares.</p>\n<p>It is interesting to see that the list is dominated by stocks held by ARKW. The fund has a broad definition of cloud companies and is focused also on sales growth.</p>\n<p>Here are current forward price-to-sales ratios based on consensus estimates for the next 12 months, as well as ratios of current market cap to projected 2023 sales and summaries of analysts’ opinions about the stocks.</p>\n<p><img src=\"https://static.tigerbbs.com/19b9c4bf1d8b1abcfa76b7d008a47ad7\" tg-width=\"938\" tg-height=\"805\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/2ff191189c5d7d2f31698843734ca3cc\" tg-width=\"933\" tg-height=\"773\" width=\"100%\" height=\"auto\"></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e9543489c4d52d3f1a69dfdcf170115\" tg-width=\"930\" tg-height=\"242\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p>\n<p>In comparison, the forward price-to-sales ratio for SPY is 2.8, with a price/2023 estimated sales ratio of 2.6. For QQQ, the current P/S is 4.7, declining to 4.3 for 2023.</p>","source":"lsy1603348471595","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>20 cloud stocks expected to increase sales the most over the next two years</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\">\n20 cloud stocks expected to increase sales the most over the next two years\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-06 13:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/20-cloud-stocks-expected-to-increase-sales-the-most-over-the-next-two-years-11628186683?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cloud ETFs are close to record highs, propelled by a rally in the sector\nAnalysts see stellar sales growth ahead for companies that provide cloud services. (Getty Images/iStockphoto)\nU.S. investors ...</p>\n\n<a href=\"https://www.marketwatch.com/story/20-cloud-stocks-expected-to-increase-sales-the-most-over-the-next-two-years-11628186683?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ZG":"Zillow Class A","VCYT":"Veracyte Inc","SHOP":"Shopify Inc","SKLZ":"Skillz Inc","Z":"Zillow","PINS":"Pinterest, Inc.","OKTA":"Okta Inc.","ADYEY":"Adyen N.V.","TDOC":"Teladoc Health Inc.","PDD":"拼多多","SNAP":"Snap Inc","COIN":"Coinbase Global, Inc.","DKNG":"DraftKings Inc.","TSLA":"特斯拉","ROKU":"Roku Inc","KC":"金山云","SE":"Sea Ltd","LC":"LendingClub","MELI":"MercadoLibre","CRWD":"CrowdStrike Holdings, Inc."},"source_url":"https://www.marketwatch.com/story/20-cloud-stocks-expected-to-increase-sales-the-most-over-the-next-two-years-11628186683?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155656235","content_text":"Cloud ETFs are close to record highs, propelled by a rally in the sector\nAnalysts see stellar sales growth ahead for companies that provide cloud services. (Getty Images/iStockphoto)\nU.S. investors remain bullish, despite rumblings out of China and the spike in delta variant infections.\nCloud companies — those at the forefront of the shift in computing power to distributed models over the internet — are expected to grow at a rapid clip over the next several years, and four of the five largest exchange traded funds covering the space are close to hitting record highs.\nBelow is a screen of stocks held by those ETFs, showing which are expected to increase their sales the most through 2023. In an industry with many players at relatively early stages, increases in sales, rather than in earnings, might be the best driver of stock prices.\nTo begin the screen, we looked at the five largest cloud ETFs:\nSource: FactSet\nETFs might be your best way to take a broad approach for a long-term play on the cloud revolution. If you are interested in any ETF, you should review the fund manager’s website.\nHere’s a comparison of total returns through Aug. 4, along with those for the SPDR S&P 500 ETF and the Invesco QQQ Trust (which tracks the Nasdaq-100 Index) for comparison:\nSource: FactSet\nThe ETFs’ approaches differ. For example, the ARK Next Generation Internet ETF is the only one that is actively managed. The others track an index. It is also the only one that holds shares of Tesla Inc.,which makes up 10.65% of the portfolio, according to information posted by ARK Invest on Aug. 5. Tesla is an electric-vehicle manufacturer, but it can also be considered a cloud company because it distributes software updates over the internet continually, and offers other cloud-based services.\nAnother holding unique to ARKW among the five cloud ETFs is Walt Disney Co.,which is certainly an important cloud player through its Disney+ streaming service, even if the company doesn’t say directly how much of its sales are derived from that rapidly growing segment.\nAs part of its description of ARKW, FactSet says the following:\n“Broadly speaking, the ARKW’s managers appear focused on big buzzwords such as Internet of Things, cloud computing, digital currencies and wearable technology. While the fund’s focus may be appealing for investors with conviction in these new technologies, portfolio implementation is a more difficult task: Most of the companies developing these advancements are huge corporations for which nascent technologies are only a small fraction of total revenues. As such, it’s very difficult to get pure-play access to ARKW’s targeted technologies — so be sure to confirm that the fund’s holdings — not just its thesis — align with your view of the space.”\nCloud-stock screen\nTogether, the five cloud ETFs listed above hold 147 stocks. To project sales growth through 2023, we used calendar 2020 sales estimates as a baseline and then looked at consensus estimates among analysts polled by FactSet for the subsequent three years, if available. (The 2020 numbers are estimates, because many companies’ fiscal years don’t match the calendar.)\nTo make sure we had a solid set of estimates, we confined the group to the 126 companies covered by at least five analysts polled by FactSet, for which consensus sales estimates for calendar 2020 through calendar 2023 are available.\nHere are the 20 companies projected to have the highest compound annual growth rates (CAGR) for sales through calendar 2023:\n\nSource: FactSet\nThere are actually 21 stocks listed, including Zillow Group Inc.’s Class A and Class C shares.\nIt is interesting to see that the list is dominated by stocks held by ARKW. The fund has a broad definition of cloud companies and is focused also on sales growth.\nHere are current forward price-to-sales ratios based on consensus estimates for the next 12 months, as well as ratios of current market cap to projected 2023 sales and summaries of analysts’ opinions about the stocks.\n\nSource: FactSet\nIn comparison, the forward price-to-sales ratio for SPY is 2.8, with a price/2023 estimated sales ratio of 2.6. For QQQ, the current P/S is 4.7, declining to 4.3 for 2023.","news_type":1},"isVote":1,"tweetType":1,"viewCount":439,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807012566,"gmtCreate":1627988636055,"gmtModify":1633754632643,"author":{"id":"3582021867480513","authorId":"3582021867480513","name":"Tianlin","avatar":"https://static.tigerbbs.com/e3e04fe5fc564ce505bda1070e23abb7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582021867480513","authorIdStr":"3582021867480513"},"themes":[],"htmlText":"pls like","listText":"pls like","text":"pls like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/807012566","repostId":"1169635195","repostType":4,"repost":{"id":"1169635195","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":1627988246,"share":"https://www.laohu8.com/m/news/1169635195?lang=&edition=full","pubTime":"2021-08-03 18:57","market":"us","language":"en","title":"Alibaba EPS beats by RMB2.27, misses on revenue","url":"https://stock-news.laohu8.com/highlight/detail?id=1169635195","media":"Tiger Newspress","summary":" $Alibaba$ posted financial result in premarket, which showed that:. Alibaba Q1 revenue RMB205.74 bln vs. RMB153.75 bln a year ago; FactSet consensus RMB209.11 bln.Alibaba Q1 adj. EPS RMB16.60 vs. RMB14.82 a year ago; FactSet consensus RMB14.33.Revenue was RMB205,740 million , an increase of 34% year-over-year. Excluding the consolidation of Sun Art, our revenue would have grown 22% year-over-year to RMB187,306 million .Annual active consumersof the Alibaba Ecosystem across the world reached app","content":"<p>(August 3)&nbsp;<a href=\"https://laohu8.com/S/BABA\">Alibaba</a> posted&nbsp;financial&nbsp;result&nbsp;in&nbsp;premarket,&nbsp;which&nbsp;showed&nbsp;that:</p>\n<p>Alibaba Q1 revenue RMB205.74 bln vs. RMB153.75 bln a year ago; FactSet consensus RMB209.11 bln.</p>\n<p>Alibaba Q1 adj. EPS RMB16.60 vs. RMB14.82 a year ago; FactSet consensus RMB14.33.</p>\n<p><b>BUSINESS HIGHLIGHTS</b></p>\n<p><b>In the quarter ended June 30, 2021:</b></p>\n<ul>\n <li><b>Revenue</b>&nbsp;was RMB205,740 million (US$31,865 million), an increase of 34% year-over-year. Excluding the consolidation of Sun Art, our revenue would have grown 22% year-over-year to RMB187,306 million (US$29,010 million).</li>\n <li><b>Annual active consumers</b>of the Alibaba Ecosystem across the world reached approximately 1.18 billion for the twelve months ended June 30, 2021, an increase of 45 million from the twelve months ended March 31, 2021. This includes 912 million consumers in China1and 265 million consumers overseas served by Lazada, AliExpress, Trendyol and Daraz.</li>\n <li><b>Income from operations</b>&nbsp;was RMB30,847 million (US$4,778 million), a decrease of 11% year-over-year.<b>Adjusted EBITDA</b>, a non-GAAP measurement, decreased 5% year-over-year to RMB48,628 million (US$7,532 million).<b>Adjusted EBITA</b>, a non-GAAP measurement, decreased 8% year-over-year to RMB41,731 million (US$6,463 million). The year-over-year decreases were primarily due to our investments in strategic areas to capture incremental opportunities, such as Community Marketplaces, Taobao Deals, Local Consumer Services and Lazada, as well as our increased spending on growth initiatives within China retail marketplaces, such as Idle Fish and Taobao Live, and our support to merchants.</li>\n <li><b>Net income attributable to ordinary shareholders</b>&nbsp;was RMB45,141 million (US$6,991 million),and<b>net income</b>was RMB42,835 million (US$6,634 million).<b>Non-GAAP net income</b>&nbsp;was RMB43,441 million (US$6,728 million), an increase of 10% year-over-year, mainly due to an increase in share of profit of equity method investees.</li>\n <li><b>Diluted earnings per ADS</b>&nbsp;was RMB16.38 (US$2.54) and<b>diluted earnings per share</b>was RMB2.05 (US$0.32 or HK$2.46).<b>Non-GAAP diluted earnings per ADS</b>was RMB16.60 (US$2.57), an increase of 12% year-over-year and<b>non-GAAP diluted earnings per share</b>was RMB2.08 (US$0.32 or HK$2.50), an increase of 12% year-over-year.</li>\n <li><b>Net cashprovided by operating activities</b>&nbsp;was RMB33,603 million (US$5,204 million).<b>Non-GAAP free cash flow</b>was RMB20,683 million (US$3,203 million), a decrease compared to RMB36,570 million in the same quarter of 2020, mainly due to the partial settlement in the amount of RMB9,114 million (US$1,412 million) of the RMB18,228 million fine levied earlier this year by China’s State Administration for Market Regulation pursuant to China’s Anti-monopoly Law (the “Anti-monopoly Fine”) and a decrease in profit as a result of our investments in key strategic areas.</li>\n</ul>\n<p><img src=\"https://static.tigerbbs.com/11aa08a1ccb4f80e6867c7e7631297c8\" tg-width=\"719\" tg-height=\"863\" referrerpolicy=\"no-referrer\"></p>\n<p><b>China Retail Marketplaces</b></p>\n<p>In June 2021, Alibaba's China retail marketplaces had 939 million mobile MAUs, representing a quarterly net increase of 14 million.</p>\n<p><b>Cloud Computing</b></p>\n<p>In the June 2021 quarter, our cloud computing revenue grew 29% year-over-year to RMB16,051 million (US$2,486 million), primarily driven by robust growth in revenue from customers in the Internet, financial services and retail industries.</p>\n<p><b>Cash Flow from Operating Activities and Free Cash Flow</b></p>\n<p>In the quarter ended June 30, 2021, net cash provided by operating activities was RMB33,603 million (US$5,204 million), a decrease compared to RMB50,099 million in the same quarter of 2020. Free cash flow, a non-GAAP measurement of liquidity, decreased to RMB20,683 million (US$3,203 million), from RMB36,570 million in the same quarter of 2020. The year-over-year decreases were mainly due to the partial settlement in the amount of RMB9,114 million (US$1,412 million) of the RMB18,228 million Anti-monopoly Fine and a decrease in profit as a result of our investments in key strategic areas. A reconciliation of net cash provided by operating activities to free cash flow is included at the end of this results announcement.</p>\n<p><b>Increasing Share Repurchases</b></p>\n<p>Since April 1, 2021 and through the publication of this results announcement, we repurchased approximately 18.1 million of our ADSs (the equivalent of approximately 144.5 million of our ordinary shares) for approximately US$3,680 million under our share repurchase program. In addition, on August 2, 2021, our board of directors authorized the Company to upsize our Company's share repurchase program from US$10 billion to US$15 billion. This share repurchase program will be effective through the end of 2022.</p>\n<p><img src=\"https://static.tigerbbs.com/58bf53593de78f5f6e4fa1096d7aae94\" tg-width=\"757\" tg-height=\"793\" referrerpolicy=\"no-referrer\"></p>\n<p>We are increasing our share repurchase program from US$10 billion to US$15 billion, the largest share repurchase program in the Company’s history, because we are confident of our long-term growth prospects. Our net cash position remains strong and we have repurchased approximately US$3.7 billion of our ADSs since April 1, 2021.”</p>\n<p>In June 2021, our China retail marketplaces had 939 million mobile MAUs, representing a quarterly net increase of 14 million. We continue to increase penetration in less-developed areas, reflecting our success in broadening product offerings to meet diverse consumer demand.</p>\n<p>“Alibaba started the new fiscal year by delivering a healthy quarter. For the June quarter, global annual active consumers across the Alibaba Ecosystem reached 1.18 billion, an increase of 45 million from the March quarter, which includes 912 million consumers in China. Over more than twenty years of growth, we have developed a company that spans across both consumer and industrial Internet, with multiple engines driving our long-term growth,” said Daniel Zhang, Chairman and Chief Executive Officer of Alibaba Group. “We believe in the growth of the Chinese economy and long-term value creation of Alibaba, and we will continue to strengthen our technology advantage in improving the consumer experience and helping our enterprise customers to accomplish successful digital transformations.”</p>\n<p>“We delivered strong revenue growth of 34% year-over-year. As we said in last quarter's results announcement, we are investing our excess profits and additional capital to support our merchants and invest in strategic areas to better serve customers and penetrate into new addressable markets,” said Maggie Wu, Chief Financial Officer of Alibaba Group. “We are increasing our share repurchase program from US$10 billion to US$15 billion, the largest share repurchase program in the Company’s history, because we are confident of our long-term growth prospects. Our net cash position remains strong and we have repurchased approximately US$3.7 billion of our ADSs since April 1, 2021.”</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>Alibaba EPS beats by RMB2.27, misses on revenue</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba EPS beats by RMB2.27, misses on revenue\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-08-03 18:57</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(August 3)&nbsp;<a href=\"https://laohu8.com/S/BABA\">Alibaba</a> posted&nbsp;financial&nbsp;result&nbsp;in&nbsp;premarket,&nbsp;which&nbsp;showed&nbsp;that:</p>\n<p>Alibaba Q1 revenue RMB205.74 bln vs. RMB153.75 bln a year ago; FactSet consensus RMB209.11 bln.</p>\n<p>Alibaba Q1 adj. EPS RMB16.60 vs. RMB14.82 a year ago; FactSet consensus RMB14.33.</p>\n<p><b>BUSINESS HIGHLIGHTS</b></p>\n<p><b>In the quarter ended June 30, 2021:</b></p>\n<ul>\n <li><b>Revenue</b>&nbsp;was RMB205,740 million (US$31,865 million), an increase of 34% year-over-year. Excluding the consolidation of Sun Art, our revenue would have grown 22% year-over-year to RMB187,306 million (US$29,010 million).</li>\n <li><b>Annual active consumers</b>of the Alibaba Ecosystem across the world reached approximately 1.18 billion for the twelve months ended June 30, 2021, an increase of 45 million from the twelve months ended March 31, 2021. This includes 912 million consumers in China1and 265 million consumers overseas served by Lazada, AliExpress, Trendyol and Daraz.</li>\n <li><b>Income from operations</b>&nbsp;was RMB30,847 million (US$4,778 million), a decrease of 11% year-over-year.<b>Adjusted EBITDA</b>, a non-GAAP measurement, decreased 5% year-over-year to RMB48,628 million (US$7,532 million).<b>Adjusted EBITA</b>, a non-GAAP measurement, decreased 8% year-over-year to RMB41,731 million (US$6,463 million). The year-over-year decreases were primarily due to our investments in strategic areas to capture incremental opportunities, such as Community Marketplaces, Taobao Deals, Local Consumer Services and Lazada, as well as our increased spending on growth initiatives within China retail marketplaces, such as Idle Fish and Taobao Live, and our support to merchants.</li>\n <li><b>Net income attributable to ordinary shareholders</b>&nbsp;was RMB45,141 million (US$6,991 million),and<b>net income</b>was RMB42,835 million (US$6,634 million).<b>Non-GAAP net income</b>&nbsp;was RMB43,441 million (US$6,728 million), an increase of 10% year-over-year, mainly due to an increase in share of profit of equity method investees.</li>\n <li><b>Diluted earnings per ADS</b>&nbsp;was RMB16.38 (US$2.54) and<b>diluted earnings per share</b>was RMB2.05 (US$0.32 or HK$2.46).<b>Non-GAAP diluted earnings per ADS</b>was RMB16.60 (US$2.57), an increase of 12% year-over-year and<b>non-GAAP diluted earnings per share</b>was RMB2.08 (US$0.32 or HK$2.50), an increase of 12% year-over-year.</li>\n <li><b>Net cashprovided by operating activities</b>&nbsp;was RMB33,603 million (US$5,204 million).<b>Non-GAAP free cash flow</b>was RMB20,683 million (US$3,203 million), a decrease compared to RMB36,570 million in the same quarter of 2020, mainly due to the partial settlement in the amount of RMB9,114 million (US$1,412 million) of the RMB18,228 million fine levied earlier this year by China’s State Administration for Market Regulation pursuant to China’s Anti-monopoly Law (the “Anti-monopoly Fine”) and a decrease in profit as a result of our investments in key strategic areas.</li>\n</ul>\n<p><img src=\"https://static.tigerbbs.com/11aa08a1ccb4f80e6867c7e7631297c8\" tg-width=\"719\" tg-height=\"863\" referrerpolicy=\"no-referrer\"></p>\n<p><b>China Retail Marketplaces</b></p>\n<p>In June 2021, Alibaba's China retail marketplaces had 939 million mobile MAUs, representing a quarterly net increase of 14 million.</p>\n<p><b>Cloud Computing</b></p>\n<p>In the June 2021 quarter, our cloud computing revenue grew 29% year-over-year to RMB16,051 million (US$2,486 million), primarily driven by robust growth in revenue from customers in the Internet, financial services and retail industries.</p>\n<p><b>Cash Flow from Operating Activities and Free Cash Flow</b></p>\n<p>In the quarter ended June 30, 2021, net cash provided by operating activities was RMB33,603 million (US$5,204 million), a decrease compared to RMB50,099 million in the same quarter of 2020. Free cash flow, a non-GAAP measurement of liquidity, decreased to RMB20,683 million (US$3,203 million), from RMB36,570 million in the same quarter of 2020. The year-over-year decreases were mainly due to the partial settlement in the amount of RMB9,114 million (US$1,412 million) of the RMB18,228 million Anti-monopoly Fine and a decrease in profit as a result of our investments in key strategic areas. A reconciliation of net cash provided by operating activities to free cash flow is included at the end of this results announcement.</p>\n<p><b>Increasing Share Repurchases</b></p>\n<p>Since April 1, 2021 and through the publication of this results announcement, we repurchased approximately 18.1 million of our ADSs (the equivalent of approximately 144.5 million of our ordinary shares) for approximately US$3,680 million under our share repurchase program. In addition, on August 2, 2021, our board of directors authorized the Company to upsize our Company's share repurchase program from US$10 billion to US$15 billion. This share repurchase program will be effective through the end of 2022.</p>\n<p><img src=\"https://static.tigerbbs.com/58bf53593de78f5f6e4fa1096d7aae94\" tg-width=\"757\" tg-height=\"793\" referrerpolicy=\"no-referrer\"></p>\n<p>We are increasing our share repurchase program from US$10 billion to US$15 billion, the largest share repurchase program in the Company’s history, because we are confident of our long-term growth prospects. Our net cash position remains strong and we have repurchased approximately US$3.7 billion of our ADSs since April 1, 2021.”</p>\n<p>In June 2021, our China retail marketplaces had 939 million mobile MAUs, representing a quarterly net increase of 14 million. We continue to increase penetration in less-developed areas, reflecting our success in broadening product offerings to meet diverse consumer demand.</p>\n<p>“Alibaba started the new fiscal year by delivering a healthy quarter. For the June quarter, global annual active consumers across the Alibaba Ecosystem reached 1.18 billion, an increase of 45 million from the March quarter, which includes 912 million consumers in China. Over more than twenty years of growth, we have developed a company that spans across both consumer and industrial Internet, with multiple engines driving our long-term growth,” said Daniel Zhang, Chairman and Chief Executive Officer of Alibaba Group. “We believe in the growth of the Chinese economy and long-term value creation of Alibaba, and we will continue to strengthen our technology advantage in improving the consumer experience and helping our enterprise customers to accomplish successful digital transformations.”</p>\n<p>“We delivered strong revenue growth of 34% year-over-year. As we said in last quarter's results announcement, we are investing our excess profits and additional capital to support our merchants and invest in strategic areas to better serve customers and penetrate into new addressable markets,” said Maggie Wu, Chief Financial Officer of Alibaba Group. “We are increasing our share repurchase program from US$10 billion to US$15 billion, the largest share repurchase program in the Company’s history, because we are confident of our long-term growth prospects. Our net cash position remains strong and we have repurchased approximately US$3.7 billion of our ADSs since April 1, 2021.”</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169635195","content_text":"(August 3) Alibaba posted financial result in premarket, which showed that:\nAlibaba Q1 revenue RMB205.74 bln vs. RMB153.75 bln a year ago; FactSet consensus RMB209.11 bln.\nAlibaba Q1 adj. EPS RMB16.60 vs. RMB14.82 a year ago; FactSet consensus RMB14.33.\nBUSINESS HIGHLIGHTS\nIn the quarter ended June 30, 2021:\n\nRevenue was RMB205,740 million (US$31,865 million), an increase of 34% year-over-year. Excluding the consolidation of Sun Art, our revenue would have grown 22% year-over-year to RMB187,306 million (US$29,010 million).\nAnnual active consumersof the Alibaba Ecosystem across the world reached approximately 1.18 billion for the twelve months ended June 30, 2021, an increase of 45 million from the twelve months ended March 31, 2021. This includes 912 million consumers in China1and 265 million consumers overseas served by Lazada, AliExpress, Trendyol and Daraz.\nIncome from operations was RMB30,847 million (US$4,778 million), a decrease of 11% year-over-year.Adjusted EBITDA, a non-GAAP measurement, decreased 5% year-over-year to RMB48,628 million (US$7,532 million).Adjusted EBITA, a non-GAAP measurement, decreased 8% year-over-year to RMB41,731 million (US$6,463 million). The year-over-year decreases were primarily due to our investments in strategic areas to capture incremental opportunities, such as Community Marketplaces, Taobao Deals, Local Consumer Services and Lazada, as well as our increased spending on growth initiatives within China retail marketplaces, such as Idle Fish and Taobao Live, and our support to merchants.\nNet income attributable to ordinary shareholders was RMB45,141 million (US$6,991 million),andnet incomewas RMB42,835 million (US$6,634 million).Non-GAAP net income was RMB43,441 million (US$6,728 million), an increase of 10% year-over-year, mainly due to an increase in share of profit of equity method investees.\nDiluted earnings per ADS was RMB16.38 (US$2.54) anddiluted earnings per sharewas RMB2.05 (US$0.32 or HK$2.46).Non-GAAP diluted earnings per ADSwas RMB16.60 (US$2.57), an increase of 12% year-over-year andnon-GAAP diluted earnings per sharewas RMB2.08 (US$0.32 or HK$2.50), an increase of 12% year-over-year.\nNet cashprovided by operating activities was RMB33,603 million (US$5,204 million).Non-GAAP free cash flowwas RMB20,683 million (US$3,203 million), a decrease compared to RMB36,570 million in the same quarter of 2020, mainly due to the partial settlement in the amount of RMB9,114 million (US$1,412 million) of the RMB18,228 million fine levied earlier this year by China’s State Administration for Market Regulation pursuant to China’s Anti-monopoly Law (the “Anti-monopoly Fine”) and a decrease in profit as a result of our investments in key strategic areas.\n\n\nChina Retail Marketplaces\nIn June 2021, Alibaba's China retail marketplaces had 939 million mobile MAUs, representing a quarterly net increase of 14 million.\nCloud Computing\nIn the June 2021 quarter, our cloud computing revenue grew 29% year-over-year to RMB16,051 million (US$2,486 million), primarily driven by robust growth in revenue from customers in the Internet, financial services and retail industries.\nCash Flow from Operating Activities and Free Cash Flow\nIn the quarter ended June 30, 2021, net cash provided by operating activities was RMB33,603 million (US$5,204 million), a decrease compared to RMB50,099 million in the same quarter of 2020. Free cash flow, a non-GAAP measurement of liquidity, decreased to RMB20,683 million (US$3,203 million), from RMB36,570 million in the same quarter of 2020. The year-over-year decreases were mainly due to the partial settlement in the amount of RMB9,114 million (US$1,412 million) of the RMB18,228 million Anti-monopoly Fine and a decrease in profit as a result of our investments in key strategic areas. A reconciliation of net cash provided by operating activities to free cash flow is included at the end of this results announcement.\nIncreasing Share Repurchases\nSince April 1, 2021 and through the publication of this results announcement, we repurchased approximately 18.1 million of our ADSs (the equivalent of approximately 144.5 million of our ordinary shares) for approximately US$3,680 million under our share repurchase program. In addition, on August 2, 2021, our board of directors authorized the Company to upsize our Company's share repurchase program from US$10 billion to US$15 billion. This share repurchase program will be effective through the end of 2022.\n\nWe are increasing our share repurchase program from US$10 billion to US$15 billion, the largest share repurchase program in the Company’s history, because we are confident of our long-term growth prospects. Our net cash position remains strong and we have repurchased approximately US$3.7 billion of our ADSs since April 1, 2021.”\nIn June 2021, our China retail marketplaces had 939 million mobile MAUs, representing a quarterly net increase of 14 million. We continue to increase penetration in less-developed areas, reflecting our success in broadening product offerings to meet diverse consumer demand.\n“Alibaba started the new fiscal year by delivering a healthy quarter. For the June quarter, global annual active consumers across the Alibaba Ecosystem reached 1.18 billion, an increase of 45 million from the March quarter, which includes 912 million consumers in China. Over more than twenty years of growth, we have developed a company that spans across both consumer and industrial Internet, with multiple engines driving our long-term growth,” said Daniel Zhang, Chairman and Chief Executive Officer of Alibaba Group. “We believe in the growth of the Chinese economy and long-term value creation of Alibaba, and we will continue to strengthen our technology advantage in improving the consumer experience and helping our enterprise customers to accomplish successful digital transformations.”\n“We delivered strong revenue growth of 34% year-over-year. As we said in last quarter's results announcement, we are investing our excess profits and additional capital to support our merchants and invest in strategic areas to better serve customers and penetrate into new addressable markets,” said Maggie Wu, Chief Financial Officer of Alibaba Group. “We are increasing our share repurchase program from US$10 billion to US$15 billion, the largest share repurchase program in the Company’s history, because we are confident of our long-term growth prospects. Our net cash position remains strong and we have repurchased approximately US$3.7 billion of our ADSs since April 1, 2021.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":488,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":805663476,"gmtCreate":1627876766995,"gmtModify":1633755684970,"author":{"id":"3582021867480513","authorId":"3582021867480513","name":"Tianlin","avatar":"https://static.tigerbbs.com/e3e04fe5fc564ce505bda1070e23abb7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582021867480513","authorIdStr":"3582021867480513"},"themes":[],"htmlText":"pls like","listText":"pls like","text":"pls like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/805663476","repostId":"1170689665","repostType":4,"repost":{"id":"1170689665","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":1627857540,"share":"https://www.laohu8.com/m/news/1170689665?lang=&edition=full","pubTime":"2021-08-02 06:39","market":"us","language":"en","title":"Alibaba,Uber, DraftKings, GM, Roku, EA, ViacomCBS, and Other Stocks for Investors to Watch This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1170689665","media":"Tiger Newspress","summary":"The parade of second-quarter results continues this week. No fewer than 143 S&P 500 companies are on deck to report, in addition to hundreds of small caps. Ferrari, Vornado Realty Trust, Take-Two Interactive Software, and Simon Property Group will get the ball rolling on Monday. Then Lyft, Alibaba Group Holding, Nikola, Under Armour, Eli Lilly, and ConocoPhillips release their results on Tuesday.Wednesday will be particularly busy:General Motors,Uber Technologies,Etsy,Electronic Arts,Western Dig","content":"<p>The parade of second-quarter results continues this week. No fewer than 143 S&amp;P 500 companies are on deck to report, in addition to hundreds of small caps. Ferrari, Vornado Realty Trust, Take-Two Interactive Software, and Simon Property Group will get the ball rolling on Monday. Then Lyft, Alibaba Group Holding, Nikola, Under Armour, Eli Lilly, and ConocoPhillips release their results on Tuesday.</p>\n<p>Wednesday will be particularly busy:General Motors,Uber Technologies,Etsy,Electronic Arts,Western Digital,Roku,CVS Health,Kraft Heinz, and SoftBank all report.Beyond Meat,Yelp,Wayfair, Moderna, and&nbsp;ViacomCBS&nbsp;go on Thursday and&nbsp;DraftKings,Canopy Growth,and Tripadvisor will close the week on Friday.Chinese Education Corporation&nbsp;New Oriental Education &amp; Technology Group Inc. and&nbsp;TAL Education Group&nbsp;cancels scheduled earnings release and earnings call.</p>\n<p><img src=\"https://static.tigerbbs.com/94057bf11ca8d7311db6c075ba98727b\" tg-width=\"1706\" tg-height=\"740\" referrerpolicy=\"no-referrer\"></p>\n<p>The highlight on the&nbsp;economic&nbsp;calendar this week will be Jobs Friday. The Bureau of Labor Statistics is expected to show a gain of 625,000 nonfarm payrolls in July, following June’s 850,000. The unemployment rate is seen holding just below 6%.</p>\n<p>Other data out this week include the Institute for Supply Management’s Manufacturing Purchasing Managers’ Index for July on Monday, followed by the Services equivalent on Wednesday. Both measures of economic activity are forecast to come in at around 61, which would signify strong expansion.</p>\n<p><b>Monday 8/2</b></p>\n<p>CNA Financial,Global Payments,JELD-WEN Holding,Loews,Arista Networks,Leggett &amp; Platt,Vornado Realty Trust, ZoomInfo Technologies, Woodward, Take-Two Interactive Software, Heineken, Trex, Ferrari,Ultra Clean Holdings,and Simon Property Group are expected to release financial results.</p>\n<p>GE stock&nbsp;will open for trading Monday at about $104 a share, after closing Friday at $12.95. The company completed its 1-for-8 reverse stock split Friday evening.</p>\n<p><b>The Institute for Supply</b>&nbsp;Management releases its Manufacturing Purchasing Managers’ Index for July. Consensus estimate is for a 60.8 reading, up from 60.6 in June.</p>\n<p><b>The Census Bureau</b>&nbsp;reports construction spending for June. Expectations are for a 0.4% month-over-month rise, after a 0.3% decline in May.</p>\n<p><b>Tuesday 8/3</b></p>\n<p>Eaton, BP, Under Armour, Lyft,Clorox,Amgen,Akamai Technologies,Cummins, Eli Lilly, Alibaba Group Holding, Nikola, EnPro Industries,Warner Music Group,Pitney Bowes,Tennant,Phillips 66,KKR,Gartner,Henry Schein,Dun &amp; Bradstreet Holdings,ConocoPhillips, and&nbsp;Jacobs Engineering Grouphost conference calls to discuss financial results.</p>\n<p><b>The Census Bureau</b>&nbsp;is slated to report factory orders for June. Economists predict that orders increased 1.0% during the month, compared with a 1.7% rise in May.</p>\n<p><b>Wednesday 8/4</b></p>\n<p>Sony Group,CVS Health, Kraft Heinz, SoftBank, General Motors, Progressive, Etsy, Electronic Arts, Western Digital, Uber Technologies, Roku,MGM Resorts International,Fox, and Re/Max Holdings are expected to host earnings calls.</p>\n<p><b>The Bureau of Economic</b>&nbsp;Analysis reports light-vehicle sales for July. Expectations call for a seasonally adjusted annual rate of 15.3 million vehicles, versus 15.4 million in June.</p>\n<p><b>The ISM releases</b>&nbsp;its Services PMI for July. Consensus estimate is for a 60.8 reading, compared with June’s 60.1.</p>\n<p><b>ADP releases</b>&nbsp;its National Employment report for July. Consensus estimate is for a 635,000 gain in nonfarm private-sector employment, following an increase of 692,000 in June.</p>\n<p><b>Thursday 8/5</b></p>\n<p>Zillow Group,Beyond Meat, Yelp, Wayfair, Kellogg,Bayer,HanesBrands, Moderna,Regeneron Pharmaceuticals,Switch,Cushman &amp; Wakefield,ViacomCBS,Cigna,Duke Energy,Square,News Corp,and&nbsp;Siemensare expected to report financial results.</p>\n<p>Friday 8/6</p>\n<p><b>The BLS releases the jobs report</b>&nbsp;for July. Economists forecast a 800,000 rise in nonfarm payrolls, after an 850,000 gain in June. The unemployment rate is expected to edge down to 5.8% from 5.9%.</p>\n<p>DraftKings,Dominion Energy,Gannett,MGM Growth Properties,AMC Networks,Canopy Growth, Tripadvisor,Spectrum Brands Holdings,E.W. Scripps,Cinemark Holdings, and Manitowoc host conference calls to discuss financial results.</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>Alibaba,Uber, DraftKings, GM, Roku, EA, ViacomCBS, and Other Stocks for Investors to Watch This Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba,Uber, DraftKings, GM, Roku, EA, ViacomCBS, and Other Stocks for Investors to Watch This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-08-02 06:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>The parade of second-quarter results continues this week. No fewer than 143 S&amp;P 500 companies are on deck to report, in addition to hundreds of small caps. Ferrari, Vornado Realty Trust, Take-Two Interactive Software, and Simon Property Group will get the ball rolling on Monday. Then Lyft, Alibaba Group Holding, Nikola, Under Armour, Eli Lilly, and ConocoPhillips release their results on Tuesday.</p>\n<p>Wednesday will be particularly busy:General Motors,Uber Technologies,Etsy,Electronic Arts,Western Digital,Roku,CVS Health,Kraft Heinz, and SoftBank all report.Beyond Meat,Yelp,Wayfair, Moderna, and&nbsp;ViacomCBS&nbsp;go on Thursday and&nbsp;DraftKings,Canopy Growth,and Tripadvisor will close the week on Friday.Chinese Education Corporation&nbsp;New Oriental Education &amp; Technology Group Inc. and&nbsp;TAL Education Group&nbsp;cancels scheduled earnings release and earnings call.</p>\n<p><img src=\"https://static.tigerbbs.com/94057bf11ca8d7311db6c075ba98727b\" tg-width=\"1706\" tg-height=\"740\" referrerpolicy=\"no-referrer\"></p>\n<p>The highlight on the&nbsp;economic&nbsp;calendar this week will be Jobs Friday. The Bureau of Labor Statistics is expected to show a gain of 625,000 nonfarm payrolls in July, following June’s 850,000. The unemployment rate is seen holding just below 6%.</p>\n<p>Other data out this week include the Institute for Supply Management’s Manufacturing Purchasing Managers’ Index for July on Monday, followed by the Services equivalent on Wednesday. Both measures of economic activity are forecast to come in at around 61, which would signify strong expansion.</p>\n<p><b>Monday 8/2</b></p>\n<p>CNA Financial,Global Payments,JELD-WEN Holding,Loews,Arista Networks,Leggett &amp; Platt,Vornado Realty Trust, ZoomInfo Technologies, Woodward, Take-Two Interactive Software, Heineken, Trex, Ferrari,Ultra Clean Holdings,and Simon Property Group are expected to release financial results.</p>\n<p>GE stock&nbsp;will open for trading Monday at about $104 a share, after closing Friday at $12.95. The company completed its 1-for-8 reverse stock split Friday evening.</p>\n<p><b>The Institute for Supply</b>&nbsp;Management releases its Manufacturing Purchasing Managers’ Index for July. Consensus estimate is for a 60.8 reading, up from 60.6 in June.</p>\n<p><b>The Census Bureau</b>&nbsp;reports construction spending for June. Expectations are for a 0.4% month-over-month rise, after a 0.3% decline in May.</p>\n<p><b>Tuesday 8/3</b></p>\n<p>Eaton, BP, Under Armour, Lyft,Clorox,Amgen,Akamai Technologies,Cummins, Eli Lilly, Alibaba Group Holding, Nikola, EnPro Industries,Warner Music Group,Pitney Bowes,Tennant,Phillips 66,KKR,Gartner,Henry Schein,Dun &amp; Bradstreet Holdings,ConocoPhillips, and&nbsp;Jacobs Engineering Grouphost conference calls to discuss financial results.</p>\n<p><b>The Census Bureau</b>&nbsp;is slated to report factory orders for June. Economists predict that orders increased 1.0% during the month, compared with a 1.7% rise in May.</p>\n<p><b>Wednesday 8/4</b></p>\n<p>Sony Group,CVS Health, Kraft Heinz, SoftBank, General Motors, Progressive, Etsy, Electronic Arts, Western Digital, Uber Technologies, Roku,MGM Resorts International,Fox, and Re/Max Holdings are expected to host earnings calls.</p>\n<p><b>The Bureau of Economic</b>&nbsp;Analysis reports light-vehicle sales for July. Expectations call for a seasonally adjusted annual rate of 15.3 million vehicles, versus 15.4 million in June.</p>\n<p><b>The ISM releases</b>&nbsp;its Services PMI for July. Consensus estimate is for a 60.8 reading, compared with June’s 60.1.</p>\n<p><b>ADP releases</b>&nbsp;its National Employment report for July. Consensus estimate is for a 635,000 gain in nonfarm private-sector employment, following an increase of 692,000 in June.</p>\n<p><b>Thursday 8/5</b></p>\n<p>Zillow Group,Beyond Meat, Yelp, Wayfair, Kellogg,Bayer,HanesBrands, Moderna,Regeneron Pharmaceuticals,Switch,Cushman &amp; Wakefield,ViacomCBS,Cigna,Duke Energy,Square,News Corp,and&nbsp;Siemensare expected to report financial results.</p>\n<p>Friday 8/6</p>\n<p><b>The BLS releases the jobs report</b>&nbsp;for July. Economists forecast a 800,000 rise in nonfarm payrolls, after an 850,000 gain in June. The unemployment rate is expected to edge down to 5.8% from 5.9%.</p>\n<p>DraftKings,Dominion Energy,Gannett,MGM Growth Properties,AMC Networks,Canopy Growth, Tripadvisor,Spectrum Brands Holdings,E.W. Scripps,Cinemark Holdings, and Manitowoc host conference calls to discuss financial results.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"EA":"艺电","BABA":"阿里巴巴","DKNG":"DraftKings Inc.",".DJI":"道琼斯","GM":"通用汽车",".IXIC":"NASDAQ Composite","UBER":"优步","GE":"GE航空航天",".SPX":"S&P 500 Index","ROKU":"Roku Inc"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170689665","content_text":"The parade of second-quarter results continues this week. No fewer than 143 S&P 500 companies are on deck to report, in addition to hundreds of small caps. Ferrari, Vornado Realty Trust, Take-Two Interactive Software, and Simon Property Group will get the ball rolling on Monday. Then Lyft, Alibaba Group Holding, Nikola, Under Armour, Eli Lilly, and ConocoPhillips release their results on Tuesday.\nWednesday will be particularly busy:General Motors,Uber Technologies,Etsy,Electronic Arts,Western Digital,Roku,CVS Health,Kraft Heinz, and SoftBank all report.Beyond Meat,Yelp,Wayfair, Moderna, and ViacomCBS go on Thursday and DraftKings,Canopy Growth,and Tripadvisor will close the week on Friday.Chinese Education Corporation New Oriental Education & Technology Group Inc. and TAL Education Group cancels scheduled earnings release and earnings call.\n\nThe highlight on the economic calendar this week will be Jobs Friday. The Bureau of Labor Statistics is expected to show a gain of 625,000 nonfarm payrolls in July, following June’s 850,000. The unemployment rate is seen holding just below 6%.\nOther data out this week include the Institute for Supply Management’s Manufacturing Purchasing Managers’ Index for July on Monday, followed by the Services equivalent on Wednesday. Both measures of economic activity are forecast to come in at around 61, which would signify strong expansion.\nMonday 8/2\nCNA Financial,Global Payments,JELD-WEN Holding,Loews,Arista Networks,Leggett & Platt,Vornado Realty Trust, ZoomInfo Technologies, Woodward, Take-Two Interactive Software, Heineken, Trex, Ferrari,Ultra Clean Holdings,and Simon Property Group are expected to release financial results.\nGE stock will open for trading Monday at about $104 a share, after closing Friday at $12.95. The company completed its 1-for-8 reverse stock split Friday evening.\nThe Institute for Supply Management releases its Manufacturing Purchasing Managers’ Index for July. Consensus estimate is for a 60.8 reading, up from 60.6 in June.\nThe Census Bureau reports construction spending for June. Expectations are for a 0.4% month-over-month rise, after a 0.3% decline in May.\nTuesday 8/3\nEaton, BP, Under Armour, Lyft,Clorox,Amgen,Akamai Technologies,Cummins, Eli Lilly, Alibaba Group Holding, Nikola, EnPro Industries,Warner Music Group,Pitney Bowes,Tennant,Phillips 66,KKR,Gartner,Henry Schein,Dun & Bradstreet Holdings,ConocoPhillips, and Jacobs Engineering Grouphost conference calls to discuss financial results.\nThe Census Bureau is slated to report factory orders for June. Economists predict that orders increased 1.0% during the month, compared with a 1.7% rise in May.\nWednesday 8/4\nSony Group,CVS Health, Kraft Heinz, SoftBank, General Motors, Progressive, Etsy, Electronic Arts, Western Digital, Uber Technologies, Roku,MGM Resorts International,Fox, and Re/Max Holdings are expected to host earnings calls.\nThe Bureau of Economic Analysis reports light-vehicle sales for July. Expectations call for a seasonally adjusted annual rate of 15.3 million vehicles, versus 15.4 million in June.\nThe ISM releases its Services PMI for July. Consensus estimate is for a 60.8 reading, compared with June’s 60.1.\nADP releases its National Employment report for July. Consensus estimate is for a 635,000 gain in nonfarm private-sector employment, following an increase of 692,000 in June.\nThursday 8/5\nZillow Group,Beyond Meat, Yelp, Wayfair, Kellogg,Bayer,HanesBrands, Moderna,Regeneron Pharmaceuticals,Switch,Cushman & Wakefield,ViacomCBS,Cigna,Duke Energy,Square,News Corp,and Siemensare expected to report financial results.\nFriday 8/6\nThe BLS releases the jobs report for July. Economists forecast a 800,000 rise in nonfarm payrolls, after an 850,000 gain in June. The unemployment rate is expected to edge down to 5.8% from 5.9%.\nDraftKings,Dominion Energy,Gannett,MGM Growth Properties,AMC Networks,Canopy Growth, Tripadvisor,Spectrum Brands Holdings,E.W. Scripps,Cinemark Holdings, and Manitowoc host conference calls to discuss financial results.","news_type":1},"isVote":1,"tweetType":1,"viewCount":734,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":801172130,"gmtCreate":1627492722220,"gmtModify":1633764460025,"author":{"id":"3582021867480513","authorId":"3582021867480513","name":"Tianlin","avatar":"https://static.tigerbbs.com/e3e04fe5fc564ce505bda1070e23abb7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582021867480513","authorIdStr":"3582021867480513"},"themes":[],"htmlText":"pls like&nbsp;","listText":"pls like&nbsp;","text":"pls like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/801172130","repostId":"2154721924","repostType":4,"isVote":1,"tweetType":1,"viewCount":542,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":801176561,"gmtCreate":1627492674453,"gmtModify":1633764460264,"author":{"id":"3582021867480513","authorId":"3582021867480513","name":"Tianlin","avatar":"https://static.tigerbbs.com/e3e04fe5fc564ce505bda1070e23abb7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582021867480513","authorIdStr":"3582021867480513"},"themes":[],"htmlText":"pls like","listText":"pls like","text":"pls like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/801176561","repostId":"1179923360","repostType":4,"isVote":1,"tweetType":1,"viewCount":1035,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":809511345,"gmtCreate":1627378302787,"gmtModify":1633765576731,"author":{"id":"3582021867480513","authorId":"3582021867480513","name":"Tianlin","avatar":"https://static.tigerbbs.com/e3e04fe5fc564ce505bda1070e23abb7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582021867480513","authorIdStr":"3582021867480513"},"themes":[],"htmlText":"please like","listText":"please like","text":"please like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/809511345","repostId":"2154899497","repostType":4,"repost":{"id":"2154899497","kind":"highlight","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":1627377481,"share":"https://www.laohu8.com/m/news/2154899497?lang=&edition=full","pubTime":"2021-07-27 17:18","market":"us","language":"en","title":"7 Stocks To Watch For July 27, 2021","url":"https://stock-news.laohu8.com/highlight/detail?id=2154899497","media":"Benzinga","summary":"Some of the stocks that may grab investor focus today are:\n\tWall Street expects  General Electric Company (NYSE: GE) to report quarterly earnings at $0.04 per share on revenue of $18.13 billion before the opening bell. GE shares rose 0.8% to $13.02 in after-hours trading.\n","content":"<p>Some of the stocks that may grab investor focus today are:</p>\n<ul>\n <li>Wall Street expects <b>General Electric Company</b> (NYSE:GE) to report quarterly earnings at $0.04 per share on revenue of $18.13 billion before the opening bell. GE shares rose 0.8% to $13.02 in after-hours trading.</li>\n <li>Analysts are expecting <b>Apple Inc</b> (NASDAQ:AAPL) to have earned $1.00 per share on revenue of $72.93 billion for the latest quarter. The company will release earnings after the markets close. Apple shares gained 0.2% to $149.26 in after-hours trading.</li>\n <li><b>Tesla Inc</b> (NASDAQ:TSLA) reported stronger-than-expected results for its second quarter on Monday. Total vehicle production totaled 206,421, up 151% year over year. Deliveries in the second quarter were up 121% year-over-year to 201,304. Tesla shares gained 1% to $664.16 in the after-hours trading session.</li>\n</ul>\n<ul>\n <li>After the closing bell, <b>Alphabet Inc</b> (NASDAQ:GOOGL) is projected to post quarterly earnings at $19.21 per share on revenue of $56.02 billion. Alphabet shares gained 0.5% to $2,694.00 in after-hours trading.</li>\n <li>Analysts expect <b><a href=\"https://laohu8.com/S/MMM\">3M</a> Co</b> (NYSE:MMM) to report quarterly earnings at $2.26 per share on revenue of $8.55 billion before the opening bell. 3M shares slipped 0.1% to $201.50 in after-hours trading.</li>\n <li><b>F5 Networks</b> (NASDAQ:FFIV) reported upbeat results for its third quarter. The company also said it sees Q4 adjusted earnings of $2.68 to $2.80 per share on sales of $660 million to $680 million. F5 Networks shares surged 6.1% to $204.27 in the after-hours trading session.</li>\n <li>Analysts expect <b>Microsoft Corporation</b> (NASDAQ:MSFT) to post quarterly earnings at $1.90 per share on revenue of $44.10 billion after the closing bell. Microsoft shares rose 0.2% to $289.62 in after-hours trading.</li>\n</ul>","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>7 Stocks To Watch For July 27, 2021</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\">\n7 Stocks To Watch For July 27, 2021\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-07-27 17:18</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Some of the stocks that may grab investor focus today are:</p>\n<ul>\n <li>Wall Street expects <b>General Electric Company</b> (NYSE:GE) to report quarterly earnings at $0.04 per share on revenue of $18.13 billion before the opening bell. GE shares rose 0.8% to $13.02 in after-hours trading.</li>\n <li>Analysts are expecting <b>Apple Inc</b> (NASDAQ:AAPL) to have earned $1.00 per share on revenue of $72.93 billion for the latest quarter. The company will release earnings after the markets close. Apple shares gained 0.2% to $149.26 in after-hours trading.</li>\n <li><b>Tesla Inc</b> (NASDAQ:TSLA) reported stronger-than-expected results for its second quarter on Monday. Total vehicle production totaled 206,421, up 151% year over year. Deliveries in the second quarter were up 121% year-over-year to 201,304. Tesla shares gained 1% to $664.16 in the after-hours trading session.</li>\n</ul>\n<ul>\n <li>After the closing bell, <b>Alphabet Inc</b> (NASDAQ:GOOGL) is projected to post quarterly earnings at $19.21 per share on revenue of $56.02 billion. Alphabet shares gained 0.5% to $2,694.00 in after-hours trading.</li>\n <li>Analysts expect <b><a href=\"https://laohu8.com/S/MMM\">3M</a> Co</b> (NYSE:MMM) to report quarterly earnings at $2.26 per share on revenue of $8.55 billion before the opening bell. 3M shares slipped 0.1% to $201.50 in after-hours trading.</li>\n <li><b>F5 Networks</b> (NASDAQ:FFIV) reported upbeat results for its third quarter. The company also said it sees Q4 adjusted earnings of $2.68 to $2.80 per share on sales of $660 million to $680 million. F5 Networks shares surged 6.1% to $204.27 in the after-hours trading session.</li>\n <li>Analysts expect <b>Microsoft Corporation</b> (NASDAQ:MSFT) to post quarterly earnings at $1.90 per share on revenue of $44.10 billion after the closing bell. Microsoft shares rose 0.2% to $289.62 in after-hours trading.</li>\n</ul>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MMM":"3M","09086":"华夏纳指-U","GE":"GE航空航天","QNETCN":"纳斯达克中美互联网老虎指数","GOOG":"谷歌","TSLA":"特斯拉","03086":"华夏纳指","FFIV":"F5 Inc"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2154899497","content_text":"Some of the stocks that may grab investor focus today are:\n\nWall Street expects General Electric Company (NYSE:GE) to report quarterly earnings at $0.04 per share on revenue of $18.13 billion before the opening bell. GE shares rose 0.8% to $13.02 in after-hours trading.\nAnalysts are expecting Apple Inc (NASDAQ:AAPL) to have earned $1.00 per share on revenue of $72.93 billion for the latest quarter. The company will release earnings after the markets close. Apple shares gained 0.2% to $149.26 in after-hours trading.\nTesla Inc (NASDAQ:TSLA) reported stronger-than-expected results for its second quarter on Monday. Total vehicle production totaled 206,421, up 151% year over year. Deliveries in the second quarter were up 121% year-over-year to 201,304. Tesla shares gained 1% to $664.16 in the after-hours trading session.\n\n\nAfter the closing bell, Alphabet Inc (NASDAQ:GOOGL) is projected to post quarterly earnings at $19.21 per share on revenue of $56.02 billion. Alphabet shares gained 0.5% to $2,694.00 in after-hours trading.\nAnalysts expect 3M Co (NYSE:MMM) to report quarterly earnings at $2.26 per share on revenue of $8.55 billion before the opening bell. 3M shares slipped 0.1% to $201.50 in after-hours trading.\nF5 Networks (NASDAQ:FFIV) reported upbeat results for its third quarter. The company also said it sees Q4 adjusted earnings of $2.68 to $2.80 per share on sales of $660 million to $680 million. F5 Networks shares surged 6.1% to $204.27 in the after-hours trading session.\nAnalysts expect Microsoft Corporation (NASDAQ:MSFT) to post quarterly earnings at $1.90 per share on revenue of $44.10 billion after the closing bell. Microsoft shares rose 0.2% to $289.62 in after-hours trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":602,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":177745554,"gmtCreate":1627263933178,"gmtModify":1633766757534,"author":{"id":"3582021867480513","authorId":"3582021867480513","name":"Tianlin","avatar":"https://static.tigerbbs.com/e3e04fe5fc564ce505bda1070e23abb7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582021867480513","authorIdStr":"3582021867480513"},"themes":[],"htmlText":"like pls","listText":"like pls","text":"like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/177745554","repostId":"1100772026","repostType":4,"isVote":1,"tweetType":1,"viewCount":1032,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":177134197,"gmtCreate":1627185768219,"gmtModify":1633767334109,"author":{"id":"3582021867480513","authorId":"3582021867480513","name":"Tianlin","avatar":"https://static.tigerbbs.com/e3e04fe5fc564ce505bda1070e23abb7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582021867480513","authorIdStr":"3582021867480513"},"themes":[],"htmlText":"go nio!","listText":"go nio!","text":"go nio!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/177134197","repostId":"1112927800","repostType":4,"repost":{"id":"1112927800","kind":"news","pubTimestamp":1627089375,"share":"https://www.laohu8.com/m/news/1112927800?lang=&edition=full","pubTime":"2021-07-24 09:16","market":"us","language":"en","title":"Will NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1112927800","media":"seekingalpha","summary":"Let's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.NIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.NIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.Both companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV p","content":"<p><b>Summary</b></p>\n<ul>\n <li>Let's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.</li>\n <li>NIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.</li>\n <li>NIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2f749c70c8a2af3e18d5f6cecc72bfbb\" tg-width=\"1536\" tg-height=\"704\" referrerpolicy=\"no-referrer\"><span>ipopba/iStock via Getty Images</span></p>\n<p><b>Article Thesis</b></p>\n<p>NIO, Inc. (NIO) is one of China's leading EV players, and has, through an attractive brand and its unique BaaS offering, attracted a lot of interest from consumers and investors. Today, however, the company is still way smaller than Tesla (TSLA), which is currently leading the global EV market. NIO is focused on its home market right now, which was true when Tesla was a smaller company as well, but NIO will try to grab market share in overseas markets as well. Shares are pricing in a lot of growth already, but if NIO can replicate Tesla's success, that could be more than justified.</p>\n<p><b>NIO And TSLA Stock Prices</b></p>\n<p>Both companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV pureplays rise rapidly. The combination of growing market share for EVs, accommodating policies such as subsidies for EV purchases, and massive monetary stimulus let shares of NIO and TSLA rise rapidly. NIO is up 245% over the last year, while TSLA is up 101% over the same time. Both companies are currently trading below their all-time highs, however, which were hit in early 2021 before market sentiment for EV pureplays cooled to some degree.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5ff5ce865807df85283775d2293b41af\" tg-width=\"635\" tg-height=\"481\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p>\n<p>Taking a quick look at analyst price targets, we see that Tesla is trading almost perfectly in line with the consensus, whereas NIO trades about 30% below the analyst target. If the analyst community is right, then NIO is a substantially better investment right here, as Tesla is not expected to see its shares rise meaningfully over the next year, whereas NIO has significant upside to the analyst price target.</p>\n<p><b>Is NIO Similar To Tesla?</b></p>\n<p>The answer to that question depends on what you focus on. There are similarities between the two companies, but there are also differences. One could thus say that, in some ways, the two are similar, but in others, they are not. Let's look at a couple of things:</p>\n<p><b>Business Model</b></p>\n<p>Both companies are focused on the EV space, although Tesla has, over the years, been building out a couple of other businesses as well, such as energy storage. Most of Tesla's revenues are generated through selling electric vehicles, which is also how NIO operates. Both companies are focused on the premium segment of EVs, selling higher-priced vehicles that compete with brands such as BMW, Mercedes, and Lexus. Both companies offer a small range of different vehicles, in Tesla's case those are the well-known S, X, 3, and Y, whereas NIO offers a sedan (ET7), and three SUVs (EC6, ES6, ES8). Despite the fact that NIO is a way smaller company today, the model lineups of the two companies do thus not differ too much.</p>\n<p>Both companies offer some type of charging infrastructure to their customers, in Tesla's case, that's the Supercharger network, where Tesla owners can charge their cars with up to 250kW, depending on what version of Supercharger is installed. NIO is following a different approach, offering a battery-as-a-service solution to its customers. NIO owners can get their battery switched out to a fully-charged battery at NIO's stations, a process that takes a couple of minutes and is thus significantly quicker compared to the regular EV charging offered by Tesla and other EV players. BaaS thus has advantages when it comes to the time it takes for a charge/swap, but it should be noted that Tesla's Superchargers are way more common around the world compared to NIO's battery-swapping stations. Rolling out that feature in additional markets will require large capital expenditures, but NIO's offering is a unique selling point compared to what all other EV players, including Tesla, are offering. It remains to be seen whether that will ultimately pay off, but this could become a major advantage for NIO as competition in the EV space is heating up.</p>\n<p><b>Size, growth, and valuation</b></p>\n<p>The two companies differ significantly in size, both when it comes to revenues and vehicle sales, as well as when it comes to the market value of the two companies. NIO has delivered22,000 vehicles in Q2, up 112% year over year, for an annual pace of around 90,000 vehicles. Tesla, meanwhile, has delivered 201,000 vehicles during Q2, up from 103,000 vehicles delivered during Q2 2020. This is strong growth on a year-over-year basis, although slightly below 100%, and thus below the growth rate that NIO is generating for now.</p>\n<p>Tesla delivers around 9x as many vehicles compared to NIO per quarter, when we look at the market capitalizations of the two companies, we see that the ratio is almost exactly the same, as Tesla's market cap of $640 billion is ~9x as high as that of NIO, at $72 billion. At similar growth rates, that would make perfect sense, but it looks like NIO might be the better deal for now, as it trades at a comparable valuation while generating better growth. This will be especially true in the coming quarters, where Tesla's growth is expected to slow down:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a986ea65130206f99961a46ce6cfed55\" tg-width=\"635\" tg-height=\"515\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p>\n<p>Tesla is forecasted to grow its revenue from $49 billion in 2021 to $83 billion in 2023, for an annual growth rate of 30%. NIO, meanwhile, is expected to see its revenue explode upwards from $5.4 billion to $12.8 billion between 2021 and 2023, for an annual growth rate of 54%. NIO is thus expected to grow way faster than Tesla over the next two years, on a relative basis. This shouldn't be a surprise, to be honest, as the law of large numbers dictates that maintaining massive growth rates becomes increasingly hard for a company the bigger it gets, and Tesla seems to have hit that point by now -- adding 50%+ a year to its top line will not be possible forever. This isn't even necessarily Tesla's fault, in fact, many high-quality growth companies have experienced the same. But investors should still consider this important fact -- Tesla's growth in coming years will be less exciting compared to what we have seen in the past, and peers, such as NIO, are growing faster.</p>\n<p>The same holds true when we take a longer-term view. Revenue estimates for 2025 rest at$22.6 billionfor NIO, up another 80% from the 2023 estimate, and up 320% from what analysts are forecasting for 2021. Tesla, meanwhile, is forecasted to generate revenues of $122.5 billion in 2025 -- a large number, but up by a comparatively weak 48% from 2023, and up by a total of 150% versus 2021. Between 2021 and 2025, NIO will thus 4x its revenue, while Tesla will 2.5x its revenue in the same time span -- a meaningful difference that should, all else equal, allow for a premium valuation for NIO, in the same way Tesla deserves a premium valuation versus legacy players such as Volkswagen (OTCPK:VWAGY).</p>\n<p>Looking at revenue estimates for 2025 relative to how the two companies are valued today, we see that NIO trades at 3.2x 2025 sales, while the 2025 sales multiple for Tesla is 5.2. For a long-term oriented investor, NIO thus seems like the better value today, thanks to the fact that it is trading at a significantly lower sales multiple when we take a look into the future. This does not necessarily mean that NIO is cheap, however, as even a 3.2x 2025 sales multiple is relatively high compared to how legacy auto companies are valued. NIO is looking less expensive than Tesla, however, even if its shares are not cheap on an absolute basis.</p>\n<p><b>Can NIO Be Worth As Much As Tesla?</b></p>\n<p>The answer to that depends on what time frame you are looking at. Today, NIO is significantly smaller than Tesla and thus rightfully trades at a way smaller market cap. It should also be noted that there is no guarantee that Tesla's shares are a great example of how an EV company should be valued -- it is, at least, possible that its shares are significantly&nbsp;overpriced&nbsp;today, I personally believe that as well (Note that some will argue that shares are&nbsp;underpriced, which is also among the possibilities, although I do not hold that belief personally).</p>\n<p>When we do, for a moment, assume that Tesla is correctly valued today and that EV companies do deserve a market cap in the $600 billion range when they sell about 800,000 vehicles a year, then NIO could eventually hit that as well, although not in the near term. NIO will sell about 90,000 vehicles this year, and that amount should grow to about 400,000 in 2025. If NIO were to grow its sales by 15% a year beyond that point, it could sell around 800,000 cars in 2030, or 9 years from now. If one wants to assume faster growth, the 800,000 vehicles a year line could also be crossed before 2030, e.g. in 2028 or 2029. If we do go with 2030 for now, then NIO could, at a similar deliveries-to-market capitalization ratio to Tesla, be valued at $600+ billion in 2030. In other words, NIO could be worth as much as Tesla (today) in nine years, when we assume that current growth projections are realistic and that a Tesla-like valuation is appropriate. Those are two major ifs, of course, and especially the second point is far from certain, I believe. I personally would not be too surprised to see Tesla's valuation compress, and thus NIO could trade well below the $600 billion market cap level in 2030, even if it continues to grow meaningfully. It is also possible that NIO's growth disappoints and that current projections are too bullish, although I think that NIO is well-positioned for growth thanks to its unique BaaS model and its strong brand that is especially well-recognized in its home market.</p>\n<p>It should also be noted that Tesla's market cap in 2030 could be very different from $600 billion, thus even in case NIO hits that level, it is not at all guaranteed that the two companies will have a similar market cap. Tesla might be valued at a way higher valuation by then, e.g. if the ARK model is right (something I personally think is unlikely). To answer the above question, one could thus say that NIO might be worth hundreds of billions of dollars, like Tesla, in 8-10 years, but that is not at all guaranteed. And even if that were to happen, Tesla might be worth significantly more by then.</p>\n<p><b>Is NIO A Good Stock To Buy Or Sell Now?</b></p>\n<p>When considering NIO as an investment, it doesn't really matter all that much whether it will become as large or highly valued as Tesla eventually. Instead, investors should ask themselves what total returns they can expect over the next couple of years, and whether those expected returns are high enough relative to the risks in NIO's business model. Regarding those risks, one should mention the fact that the company isn't profitable yet, which means that NIO is dependent on cash on its balance sheet for growth investments. On top of that, competition in the EV space is growing, and market share battles could pressure margins in coming years, although NIO seems relatively well-positioned thanks to its battery-swapping, which is, I believe, a strong USP. Last but not least, the company's dependence on its home market China is a potential risk that should be kept in mind, although it should also be noted that, for now, it seems like the Chinese government is very accommodating to Chinese EV companies.</p>\n<p>One could argue that valuations across the whole EV industry are too high, relative to how legacy auto companies are valued. Even those legacy players with attractive EV offerings such as Volkswagen or Ford trade at huge discounts compared to EV pureplays. But if one wants to invest in an EV pureplay, NIO doesn't seem like a bad choice. The company combines a strong brand, a unique BaaS offering, high growth rates, and shares trade at a discount compared to how the EV king Tesla is valued. At a little above 3x 2025 revenue, NIO does not seem overly expensive relative to other EV pureplays, although this still represents a premium versus legacy players, of course. If NIO manages to execute well and continues to roll out new models that are well-received by consumers, its shares could have significant upside potential in the long run. If EV stocks ever become an out-of-favor investment, NIO stock also could have considerable downside, however, this thus is not a low-risk pick. Depending on your risk tolerance, NIO could still be of value if you want a high-growth EV pureplay.</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>Will NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks</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\">\nWill NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-24 09:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4440950-will-nio-stock-follow-tesla-what-to-consider-ev-stocks><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nLet's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.\nNIO is a high-growth choice that does not seem overly ...</p>\n\n<a href=\"https://seekingalpha.com/article/4440950-will-nio-stock-follow-tesla-what-to-consider-ev-stocks\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4440950-will-nio-stock-follow-tesla-what-to-consider-ev-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112927800","content_text":"Summary\n\nLet's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.\nNIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.\nNIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.\n\nipopba/iStock via Getty Images\nArticle Thesis\nNIO, Inc. (NIO) is one of China's leading EV players, and has, through an attractive brand and its unique BaaS offering, attracted a lot of interest from consumers and investors. Today, however, the company is still way smaller than Tesla (TSLA), which is currently leading the global EV market. NIO is focused on its home market right now, which was true when Tesla was a smaller company as well, but NIO will try to grab market share in overseas markets as well. Shares are pricing in a lot of growth already, but if NIO can replicate Tesla's success, that could be more than justified.\nNIO And TSLA Stock Prices\nBoth companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV pureplays rise rapidly. The combination of growing market share for EVs, accommodating policies such as subsidies for EV purchases, and massive monetary stimulus let shares of NIO and TSLA rise rapidly. NIO is up 245% over the last year, while TSLA is up 101% over the same time. Both companies are currently trading below their all-time highs, however, which were hit in early 2021 before market sentiment for EV pureplays cooled to some degree.\nData by YCharts\nTaking a quick look at analyst price targets, we see that Tesla is trading almost perfectly in line with the consensus, whereas NIO trades about 30% below the analyst target. If the analyst community is right, then NIO is a substantially better investment right here, as Tesla is not expected to see its shares rise meaningfully over the next year, whereas NIO has significant upside to the analyst price target.\nIs NIO Similar To Tesla?\nThe answer to that question depends on what you focus on. There are similarities between the two companies, but there are also differences. One could thus say that, in some ways, the two are similar, but in others, they are not. Let's look at a couple of things:\nBusiness Model\nBoth companies are focused on the EV space, although Tesla has, over the years, been building out a couple of other businesses as well, such as energy storage. Most of Tesla's revenues are generated through selling electric vehicles, which is also how NIO operates. Both companies are focused on the premium segment of EVs, selling higher-priced vehicles that compete with brands such as BMW, Mercedes, and Lexus. Both companies offer a small range of different vehicles, in Tesla's case those are the well-known S, X, 3, and Y, whereas NIO offers a sedan (ET7), and three SUVs (EC6, ES6, ES8). Despite the fact that NIO is a way smaller company today, the model lineups of the two companies do thus not differ too much.\nBoth companies offer some type of charging infrastructure to their customers, in Tesla's case, that's the Supercharger network, where Tesla owners can charge their cars with up to 250kW, depending on what version of Supercharger is installed. NIO is following a different approach, offering a battery-as-a-service solution to its customers. NIO owners can get their battery switched out to a fully-charged battery at NIO's stations, a process that takes a couple of minutes and is thus significantly quicker compared to the regular EV charging offered by Tesla and other EV players. BaaS thus has advantages when it comes to the time it takes for a charge/swap, but it should be noted that Tesla's Superchargers are way more common around the world compared to NIO's battery-swapping stations. Rolling out that feature in additional markets will require large capital expenditures, but NIO's offering is a unique selling point compared to what all other EV players, including Tesla, are offering. It remains to be seen whether that will ultimately pay off, but this could become a major advantage for NIO as competition in the EV space is heating up.\nSize, growth, and valuation\nThe two companies differ significantly in size, both when it comes to revenues and vehicle sales, as well as when it comes to the market value of the two companies. NIO has delivered22,000 vehicles in Q2, up 112% year over year, for an annual pace of around 90,000 vehicles. Tesla, meanwhile, has delivered 201,000 vehicles during Q2, up from 103,000 vehicles delivered during Q2 2020. This is strong growth on a year-over-year basis, although slightly below 100%, and thus below the growth rate that NIO is generating for now.\nTesla delivers around 9x as many vehicles compared to NIO per quarter, when we look at the market capitalizations of the two companies, we see that the ratio is almost exactly the same, as Tesla's market cap of $640 billion is ~9x as high as that of NIO, at $72 billion. At similar growth rates, that would make perfect sense, but it looks like NIO might be the better deal for now, as it trades at a comparable valuation while generating better growth. This will be especially true in the coming quarters, where Tesla's growth is expected to slow down:\nData by YCharts\nTesla is forecasted to grow its revenue from $49 billion in 2021 to $83 billion in 2023, for an annual growth rate of 30%. NIO, meanwhile, is expected to see its revenue explode upwards from $5.4 billion to $12.8 billion between 2021 and 2023, for an annual growth rate of 54%. NIO is thus expected to grow way faster than Tesla over the next two years, on a relative basis. This shouldn't be a surprise, to be honest, as the law of large numbers dictates that maintaining massive growth rates becomes increasingly hard for a company the bigger it gets, and Tesla seems to have hit that point by now -- adding 50%+ a year to its top line will not be possible forever. This isn't even necessarily Tesla's fault, in fact, many high-quality growth companies have experienced the same. But investors should still consider this important fact -- Tesla's growth in coming years will be less exciting compared to what we have seen in the past, and peers, such as NIO, are growing faster.\nThe same holds true when we take a longer-term view. Revenue estimates for 2025 rest at$22.6 billionfor NIO, up another 80% from the 2023 estimate, and up 320% from what analysts are forecasting for 2021. Tesla, meanwhile, is forecasted to generate revenues of $122.5 billion in 2025 -- a large number, but up by a comparatively weak 48% from 2023, and up by a total of 150% versus 2021. Between 2021 and 2025, NIO will thus 4x its revenue, while Tesla will 2.5x its revenue in the same time span -- a meaningful difference that should, all else equal, allow for a premium valuation for NIO, in the same way Tesla deserves a premium valuation versus legacy players such as Volkswagen (OTCPK:VWAGY).\nLooking at revenue estimates for 2025 relative to how the two companies are valued today, we see that NIO trades at 3.2x 2025 sales, while the 2025 sales multiple for Tesla is 5.2. For a long-term oriented investor, NIO thus seems like the better value today, thanks to the fact that it is trading at a significantly lower sales multiple when we take a look into the future. This does not necessarily mean that NIO is cheap, however, as even a 3.2x 2025 sales multiple is relatively high compared to how legacy auto companies are valued. NIO is looking less expensive than Tesla, however, even if its shares are not cheap on an absolute basis.\nCan NIO Be Worth As Much As Tesla?\nThe answer to that depends on what time frame you are looking at. Today, NIO is significantly smaller than Tesla and thus rightfully trades at a way smaller market cap. It should also be noted that there is no guarantee that Tesla's shares are a great example of how an EV company should be valued -- it is, at least, possible that its shares are significantly overpriced today, I personally believe that as well (Note that some will argue that shares are underpriced, which is also among the possibilities, although I do not hold that belief personally).\nWhen we do, for a moment, assume that Tesla is correctly valued today and that EV companies do deserve a market cap in the $600 billion range when they sell about 800,000 vehicles a year, then NIO could eventually hit that as well, although not in the near term. NIO will sell about 90,000 vehicles this year, and that amount should grow to about 400,000 in 2025. If NIO were to grow its sales by 15% a year beyond that point, it could sell around 800,000 cars in 2030, or 9 years from now. If one wants to assume faster growth, the 800,000 vehicles a year line could also be crossed before 2030, e.g. in 2028 or 2029. If we do go with 2030 for now, then NIO could, at a similar deliveries-to-market capitalization ratio to Tesla, be valued at $600+ billion in 2030. In other words, NIO could be worth as much as Tesla (today) in nine years, when we assume that current growth projections are realistic and that a Tesla-like valuation is appropriate. Those are two major ifs, of course, and especially the second point is far from certain, I believe. I personally would not be too surprised to see Tesla's valuation compress, and thus NIO could trade well below the $600 billion market cap level in 2030, even if it continues to grow meaningfully. It is also possible that NIO's growth disappoints and that current projections are too bullish, although I think that NIO is well-positioned for growth thanks to its unique BaaS model and its strong brand that is especially well-recognized in its home market.\nIt should also be noted that Tesla's market cap in 2030 could be very different from $600 billion, thus even in case NIO hits that level, it is not at all guaranteed that the two companies will have a similar market cap. Tesla might be valued at a way higher valuation by then, e.g. if the ARK model is right (something I personally think is unlikely). To answer the above question, one could thus say that NIO might be worth hundreds of billions of dollars, like Tesla, in 8-10 years, but that is not at all guaranteed. And even if that were to happen, Tesla might be worth significantly more by then.\nIs NIO A Good Stock To Buy Or Sell Now?\nWhen considering NIO as an investment, it doesn't really matter all that much whether it will become as large or highly valued as Tesla eventually. Instead, investors should ask themselves what total returns they can expect over the next couple of years, and whether those expected returns are high enough relative to the risks in NIO's business model. Regarding those risks, one should mention the fact that the company isn't profitable yet, which means that NIO is dependent on cash on its balance sheet for growth investments. On top of that, competition in the EV space is growing, and market share battles could pressure margins in coming years, although NIO seems relatively well-positioned thanks to its battery-swapping, which is, I believe, a strong USP. Last but not least, the company's dependence on its home market China is a potential risk that should be kept in mind, although it should also be noted that, for now, it seems like the Chinese government is very accommodating to Chinese EV companies.\nOne could argue that valuations across the whole EV industry are too high, relative to how legacy auto companies are valued. Even those legacy players with attractive EV offerings such as Volkswagen or Ford trade at huge discounts compared to EV pureplays. But if one wants to invest in an EV pureplay, NIO doesn't seem like a bad choice. The company combines a strong brand, a unique BaaS offering, high growth rates, and shares trade at a discount compared to how the EV king Tesla is valued. At a little above 3x 2025 revenue, NIO does not seem overly expensive relative to other EV pureplays, although this still represents a premium versus legacy players, of course. If NIO manages to execute well and continues to roll out new models that are well-received by consumers, its shares could have significant upside potential in the long run. If EV stocks ever become an out-of-favor investment, NIO stock also could have considerable downside, however, this thus is not a low-risk pick. Depending on your risk tolerance, NIO could still be of value if you want a high-growth EV pureplay.","news_type":1},"isVote":1,"tweetType":1,"viewCount":514,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":177131598,"gmtCreate":1627185615714,"gmtModify":1633767339184,"author":{"id":"3582021867480513","authorId":"3582021867480513","name":"Tianlin","avatar":"https://static.tigerbbs.com/e3e04fe5fc564ce505bda1070e23abb7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582021867480513","authorIdStr":"3582021867480513"},"themes":[],"htmlText":"like pls&nbsp;","listText":"like pls&nbsp;","text":"like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/177131598","repostId":"1112927800","repostType":4,"repost":{"id":"1112927800","kind":"news","pubTimestamp":1627089375,"share":"https://www.laohu8.com/m/news/1112927800?lang=&edition=full","pubTime":"2021-07-24 09:16","market":"us","language":"en","title":"Will NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1112927800","media":"seekingalpha","summary":"Let's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.NIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.NIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.Both companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV p","content":"<p><b>Summary</b></p>\n<ul>\n <li>Let's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.</li>\n <li>NIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.</li>\n <li>NIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2f749c70c8a2af3e18d5f6cecc72bfbb\" tg-width=\"1536\" tg-height=\"704\" referrerpolicy=\"no-referrer\"><span>ipopba/iStock via Getty Images</span></p>\n<p><b>Article Thesis</b></p>\n<p>NIO, Inc. (NIO) is one of China's leading EV players, and has, through an attractive brand and its unique BaaS offering, attracted a lot of interest from consumers and investors. Today, however, the company is still way smaller than Tesla (TSLA), which is currently leading the global EV market. NIO is focused on its home market right now, which was true when Tesla was a smaller company as well, but NIO will try to grab market share in overseas markets as well. Shares are pricing in a lot of growth already, but if NIO can replicate Tesla's success, that could be more than justified.</p>\n<p><b>NIO And TSLA Stock Prices</b></p>\n<p>Both companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV pureplays rise rapidly. The combination of growing market share for EVs, accommodating policies such as subsidies for EV purchases, and massive monetary stimulus let shares of NIO and TSLA rise rapidly. NIO is up 245% over the last year, while TSLA is up 101% over the same time. Both companies are currently trading below their all-time highs, however, which were hit in early 2021 before market sentiment for EV pureplays cooled to some degree.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5ff5ce865807df85283775d2293b41af\" tg-width=\"635\" tg-height=\"481\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p>\n<p>Taking a quick look at analyst price targets, we see that Tesla is trading almost perfectly in line with the consensus, whereas NIO trades about 30% below the analyst target. If the analyst community is right, then NIO is a substantially better investment right here, as Tesla is not expected to see its shares rise meaningfully over the next year, whereas NIO has significant upside to the analyst price target.</p>\n<p><b>Is NIO Similar To Tesla?</b></p>\n<p>The answer to that question depends on what you focus on. There are similarities between the two companies, but there are also differences. One could thus say that, in some ways, the two are similar, but in others, they are not. Let's look at a couple of things:</p>\n<p><b>Business Model</b></p>\n<p>Both companies are focused on the EV space, although Tesla has, over the years, been building out a couple of other businesses as well, such as energy storage. Most of Tesla's revenues are generated through selling electric vehicles, which is also how NIO operates. Both companies are focused on the premium segment of EVs, selling higher-priced vehicles that compete with brands such as BMW, Mercedes, and Lexus. Both companies offer a small range of different vehicles, in Tesla's case those are the well-known S, X, 3, and Y, whereas NIO offers a sedan (ET7), and three SUVs (EC6, ES6, ES8). Despite the fact that NIO is a way smaller company today, the model lineups of the two companies do thus not differ too much.</p>\n<p>Both companies offer some type of charging infrastructure to their customers, in Tesla's case, that's the Supercharger network, where Tesla owners can charge their cars with up to 250kW, depending on what version of Supercharger is installed. NIO is following a different approach, offering a battery-as-a-service solution to its customers. NIO owners can get their battery switched out to a fully-charged battery at NIO's stations, a process that takes a couple of minutes and is thus significantly quicker compared to the regular EV charging offered by Tesla and other EV players. BaaS thus has advantages when it comes to the time it takes for a charge/swap, but it should be noted that Tesla's Superchargers are way more common around the world compared to NIO's battery-swapping stations. Rolling out that feature in additional markets will require large capital expenditures, but NIO's offering is a unique selling point compared to what all other EV players, including Tesla, are offering. It remains to be seen whether that will ultimately pay off, but this could become a major advantage for NIO as competition in the EV space is heating up.</p>\n<p><b>Size, growth, and valuation</b></p>\n<p>The two companies differ significantly in size, both when it comes to revenues and vehicle sales, as well as when it comes to the market value of the two companies. NIO has delivered22,000 vehicles in Q2, up 112% year over year, for an annual pace of around 90,000 vehicles. Tesla, meanwhile, has delivered 201,000 vehicles during Q2, up from 103,000 vehicles delivered during Q2 2020. This is strong growth on a year-over-year basis, although slightly below 100%, and thus below the growth rate that NIO is generating for now.</p>\n<p>Tesla delivers around 9x as many vehicles compared to NIO per quarter, when we look at the market capitalizations of the two companies, we see that the ratio is almost exactly the same, as Tesla's market cap of $640 billion is ~9x as high as that of NIO, at $72 billion. At similar growth rates, that would make perfect sense, but it looks like NIO might be the better deal for now, as it trades at a comparable valuation while generating better growth. This will be especially true in the coming quarters, where Tesla's growth is expected to slow down:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a986ea65130206f99961a46ce6cfed55\" tg-width=\"635\" tg-height=\"515\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p>\n<p>Tesla is forecasted to grow its revenue from $49 billion in 2021 to $83 billion in 2023, for an annual growth rate of 30%. NIO, meanwhile, is expected to see its revenue explode upwards from $5.4 billion to $12.8 billion between 2021 and 2023, for an annual growth rate of 54%. NIO is thus expected to grow way faster than Tesla over the next two years, on a relative basis. This shouldn't be a surprise, to be honest, as the law of large numbers dictates that maintaining massive growth rates becomes increasingly hard for a company the bigger it gets, and Tesla seems to have hit that point by now -- adding 50%+ a year to its top line will not be possible forever. This isn't even necessarily Tesla's fault, in fact, many high-quality growth companies have experienced the same. But investors should still consider this important fact -- Tesla's growth in coming years will be less exciting compared to what we have seen in the past, and peers, such as NIO, are growing faster.</p>\n<p>The same holds true when we take a longer-term view. Revenue estimates for 2025 rest at$22.6 billionfor NIO, up another 80% from the 2023 estimate, and up 320% from what analysts are forecasting for 2021. Tesla, meanwhile, is forecasted to generate revenues of $122.5 billion in 2025 -- a large number, but up by a comparatively weak 48% from 2023, and up by a total of 150% versus 2021. Between 2021 and 2025, NIO will thus 4x its revenue, while Tesla will 2.5x its revenue in the same time span -- a meaningful difference that should, all else equal, allow for a premium valuation for NIO, in the same way Tesla deserves a premium valuation versus legacy players such as Volkswagen (OTCPK:VWAGY).</p>\n<p>Looking at revenue estimates for 2025 relative to how the two companies are valued today, we see that NIO trades at 3.2x 2025 sales, while the 2025 sales multiple for Tesla is 5.2. For a long-term oriented investor, NIO thus seems like the better value today, thanks to the fact that it is trading at a significantly lower sales multiple when we take a look into the future. This does not necessarily mean that NIO is cheap, however, as even a 3.2x 2025 sales multiple is relatively high compared to how legacy auto companies are valued. NIO is looking less expensive than Tesla, however, even if its shares are not cheap on an absolute basis.</p>\n<p><b>Can NIO Be Worth As Much As Tesla?</b></p>\n<p>The answer to that depends on what time frame you are looking at. Today, NIO is significantly smaller than Tesla and thus rightfully trades at a way smaller market cap. It should also be noted that there is no guarantee that Tesla's shares are a great example of how an EV company should be valued -- it is, at least, possible that its shares are significantly&nbsp;overpriced&nbsp;today, I personally believe that as well (Note that some will argue that shares are&nbsp;underpriced, which is also among the possibilities, although I do not hold that belief personally).</p>\n<p>When we do, for a moment, assume that Tesla is correctly valued today and that EV companies do deserve a market cap in the $600 billion range when they sell about 800,000 vehicles a year, then NIO could eventually hit that as well, although not in the near term. NIO will sell about 90,000 vehicles this year, and that amount should grow to about 400,000 in 2025. If NIO were to grow its sales by 15% a year beyond that point, it could sell around 800,000 cars in 2030, or 9 years from now. If one wants to assume faster growth, the 800,000 vehicles a year line could also be crossed before 2030, e.g. in 2028 or 2029. If we do go with 2030 for now, then NIO could, at a similar deliveries-to-market capitalization ratio to Tesla, be valued at $600+ billion in 2030. In other words, NIO could be worth as much as Tesla (today) in nine years, when we assume that current growth projections are realistic and that a Tesla-like valuation is appropriate. Those are two major ifs, of course, and especially the second point is far from certain, I believe. I personally would not be too surprised to see Tesla's valuation compress, and thus NIO could trade well below the $600 billion market cap level in 2030, even if it continues to grow meaningfully. It is also possible that NIO's growth disappoints and that current projections are too bullish, although I think that NIO is well-positioned for growth thanks to its unique BaaS model and its strong brand that is especially well-recognized in its home market.</p>\n<p>It should also be noted that Tesla's market cap in 2030 could be very different from $600 billion, thus even in case NIO hits that level, it is not at all guaranteed that the two companies will have a similar market cap. Tesla might be valued at a way higher valuation by then, e.g. if the ARK model is right (something I personally think is unlikely). To answer the above question, one could thus say that NIO might be worth hundreds of billions of dollars, like Tesla, in 8-10 years, but that is not at all guaranteed. And even if that were to happen, Tesla might be worth significantly more by then.</p>\n<p><b>Is NIO A Good Stock To Buy Or Sell Now?</b></p>\n<p>When considering NIO as an investment, it doesn't really matter all that much whether it will become as large or highly valued as Tesla eventually. Instead, investors should ask themselves what total returns they can expect over the next couple of years, and whether those expected returns are high enough relative to the risks in NIO's business model. Regarding those risks, one should mention the fact that the company isn't profitable yet, which means that NIO is dependent on cash on its balance sheet for growth investments. On top of that, competition in the EV space is growing, and market share battles could pressure margins in coming years, although NIO seems relatively well-positioned thanks to its battery-swapping, which is, I believe, a strong USP. Last but not least, the company's dependence on its home market China is a potential risk that should be kept in mind, although it should also be noted that, for now, it seems like the Chinese government is very accommodating to Chinese EV companies.</p>\n<p>One could argue that valuations across the whole EV industry are too high, relative to how legacy auto companies are valued. Even those legacy players with attractive EV offerings such as Volkswagen or Ford trade at huge discounts compared to EV pureplays. But if one wants to invest in an EV pureplay, NIO doesn't seem like a bad choice. The company combines a strong brand, a unique BaaS offering, high growth rates, and shares trade at a discount compared to how the EV king Tesla is valued. At a little above 3x 2025 revenue, NIO does not seem overly expensive relative to other EV pureplays, although this still represents a premium versus legacy players, of course. If NIO manages to execute well and continues to roll out new models that are well-received by consumers, its shares could have significant upside potential in the long run. If EV stocks ever become an out-of-favor investment, NIO stock also could have considerable downside, however, this thus is not a low-risk pick. Depending on your risk tolerance, NIO could still be of value if you want a high-growth EV pureplay.</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>Will NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks</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\">\nWill NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-24 09:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4440950-will-nio-stock-follow-tesla-what-to-consider-ev-stocks><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nLet's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.\nNIO is a high-growth choice that does not seem overly ...</p>\n\n<a href=\"https://seekingalpha.com/article/4440950-will-nio-stock-follow-tesla-what-to-consider-ev-stocks\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4440950-will-nio-stock-follow-tesla-what-to-consider-ev-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112927800","content_text":"Summary\n\nLet's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.\nNIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.\nNIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.\n\nipopba/iStock via Getty Images\nArticle Thesis\nNIO, Inc. (NIO) is one of China's leading EV players, and has, through an attractive brand and its unique BaaS offering, attracted a lot of interest from consumers and investors. Today, however, the company is still way smaller than Tesla (TSLA), which is currently leading the global EV market. NIO is focused on its home market right now, which was true when Tesla was a smaller company as well, but NIO will try to grab market share in overseas markets as well. Shares are pricing in a lot of growth already, but if NIO can replicate Tesla's success, that could be more than justified.\nNIO And TSLA Stock Prices\nBoth companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV pureplays rise rapidly. The combination of growing market share for EVs, accommodating policies such as subsidies for EV purchases, and massive monetary stimulus let shares of NIO and TSLA rise rapidly. NIO is up 245% over the last year, while TSLA is up 101% over the same time. Both companies are currently trading below their all-time highs, however, which were hit in early 2021 before market sentiment for EV pureplays cooled to some degree.\nData by YCharts\nTaking a quick look at analyst price targets, we see that Tesla is trading almost perfectly in line with the consensus, whereas NIO trades about 30% below the analyst target. If the analyst community is right, then NIO is a substantially better investment right here, as Tesla is not expected to see its shares rise meaningfully over the next year, whereas NIO has significant upside to the analyst price target.\nIs NIO Similar To Tesla?\nThe answer to that question depends on what you focus on. There are similarities between the two companies, but there are also differences. One could thus say that, in some ways, the two are similar, but in others, they are not. Let's look at a couple of things:\nBusiness Model\nBoth companies are focused on the EV space, although Tesla has, over the years, been building out a couple of other businesses as well, such as energy storage. Most of Tesla's revenues are generated through selling electric vehicles, which is also how NIO operates. Both companies are focused on the premium segment of EVs, selling higher-priced vehicles that compete with brands such as BMW, Mercedes, and Lexus. Both companies offer a small range of different vehicles, in Tesla's case those are the well-known S, X, 3, and Y, whereas NIO offers a sedan (ET7), and three SUVs (EC6, ES6, ES8). Despite the fact that NIO is a way smaller company today, the model lineups of the two companies do thus not differ too much.\nBoth companies offer some type of charging infrastructure to their customers, in Tesla's case, that's the Supercharger network, where Tesla owners can charge their cars with up to 250kW, depending on what version of Supercharger is installed. NIO is following a different approach, offering a battery-as-a-service solution to its customers. NIO owners can get their battery switched out to a fully-charged battery at NIO's stations, a process that takes a couple of minutes and is thus significantly quicker compared to the regular EV charging offered by Tesla and other EV players. BaaS thus has advantages when it comes to the time it takes for a charge/swap, but it should be noted that Tesla's Superchargers are way more common around the world compared to NIO's battery-swapping stations. Rolling out that feature in additional markets will require large capital expenditures, but NIO's offering is a unique selling point compared to what all other EV players, including Tesla, are offering. It remains to be seen whether that will ultimately pay off, but this could become a major advantage for NIO as competition in the EV space is heating up.\nSize, growth, and valuation\nThe two companies differ significantly in size, both when it comes to revenues and vehicle sales, as well as when it comes to the market value of the two companies. NIO has delivered22,000 vehicles in Q2, up 112% year over year, for an annual pace of around 90,000 vehicles. Tesla, meanwhile, has delivered 201,000 vehicles during Q2, up from 103,000 vehicles delivered during Q2 2020. This is strong growth on a year-over-year basis, although slightly below 100%, and thus below the growth rate that NIO is generating for now.\nTesla delivers around 9x as many vehicles compared to NIO per quarter, when we look at the market capitalizations of the two companies, we see that the ratio is almost exactly the same, as Tesla's market cap of $640 billion is ~9x as high as that of NIO, at $72 billion. At similar growth rates, that would make perfect sense, but it looks like NIO might be the better deal for now, as it trades at a comparable valuation while generating better growth. This will be especially true in the coming quarters, where Tesla's growth is expected to slow down:\nData by YCharts\nTesla is forecasted to grow its revenue from $49 billion in 2021 to $83 billion in 2023, for an annual growth rate of 30%. NIO, meanwhile, is expected to see its revenue explode upwards from $5.4 billion to $12.8 billion between 2021 and 2023, for an annual growth rate of 54%. NIO is thus expected to grow way faster than Tesla over the next two years, on a relative basis. This shouldn't be a surprise, to be honest, as the law of large numbers dictates that maintaining massive growth rates becomes increasingly hard for a company the bigger it gets, and Tesla seems to have hit that point by now -- adding 50%+ a year to its top line will not be possible forever. This isn't even necessarily Tesla's fault, in fact, many high-quality growth companies have experienced the same. But investors should still consider this important fact -- Tesla's growth in coming years will be less exciting compared to what we have seen in the past, and peers, such as NIO, are growing faster.\nThe same holds true when we take a longer-term view. Revenue estimates for 2025 rest at$22.6 billionfor NIO, up another 80% from the 2023 estimate, and up 320% from what analysts are forecasting for 2021. Tesla, meanwhile, is forecasted to generate revenues of $122.5 billion in 2025 -- a large number, but up by a comparatively weak 48% from 2023, and up by a total of 150% versus 2021. Between 2021 and 2025, NIO will thus 4x its revenue, while Tesla will 2.5x its revenue in the same time span -- a meaningful difference that should, all else equal, allow for a premium valuation for NIO, in the same way Tesla deserves a premium valuation versus legacy players such as Volkswagen (OTCPK:VWAGY).\nLooking at revenue estimates for 2025 relative to how the two companies are valued today, we see that NIO trades at 3.2x 2025 sales, while the 2025 sales multiple for Tesla is 5.2. For a long-term oriented investor, NIO thus seems like the better value today, thanks to the fact that it is trading at a significantly lower sales multiple when we take a look into the future. This does not necessarily mean that NIO is cheap, however, as even a 3.2x 2025 sales multiple is relatively high compared to how legacy auto companies are valued. NIO is looking less expensive than Tesla, however, even if its shares are not cheap on an absolute basis.\nCan NIO Be Worth As Much As Tesla?\nThe answer to that depends on what time frame you are looking at. Today, NIO is significantly smaller than Tesla and thus rightfully trades at a way smaller market cap. It should also be noted that there is no guarantee that Tesla's shares are a great example of how an EV company should be valued -- it is, at least, possible that its shares are significantly overpriced today, I personally believe that as well (Note that some will argue that shares are underpriced, which is also among the possibilities, although I do not hold that belief personally).\nWhen we do, for a moment, assume that Tesla is correctly valued today and that EV companies do deserve a market cap in the $600 billion range when they sell about 800,000 vehicles a year, then NIO could eventually hit that as well, although not in the near term. NIO will sell about 90,000 vehicles this year, and that amount should grow to about 400,000 in 2025. If NIO were to grow its sales by 15% a year beyond that point, it could sell around 800,000 cars in 2030, or 9 years from now. If one wants to assume faster growth, the 800,000 vehicles a year line could also be crossed before 2030, e.g. in 2028 or 2029. If we do go with 2030 for now, then NIO could, at a similar deliveries-to-market capitalization ratio to Tesla, be valued at $600+ billion in 2030. In other words, NIO could be worth as much as Tesla (today) in nine years, when we assume that current growth projections are realistic and that a Tesla-like valuation is appropriate. Those are two major ifs, of course, and especially the second point is far from certain, I believe. I personally would not be too surprised to see Tesla's valuation compress, and thus NIO could trade well below the $600 billion market cap level in 2030, even if it continues to grow meaningfully. It is also possible that NIO's growth disappoints and that current projections are too bullish, although I think that NIO is well-positioned for growth thanks to its unique BaaS model and its strong brand that is especially well-recognized in its home market.\nIt should also be noted that Tesla's market cap in 2030 could be very different from $600 billion, thus even in case NIO hits that level, it is not at all guaranteed that the two companies will have a similar market cap. Tesla might be valued at a way higher valuation by then, e.g. if the ARK model is right (something I personally think is unlikely). To answer the above question, one could thus say that NIO might be worth hundreds of billions of dollars, like Tesla, in 8-10 years, but that is not at all guaranteed. And even if that were to happen, Tesla might be worth significantly more by then.\nIs NIO A Good Stock To Buy Or Sell Now?\nWhen considering NIO as an investment, it doesn't really matter all that much whether it will become as large or highly valued as Tesla eventually. Instead, investors should ask themselves what total returns they can expect over the next couple of years, and whether those expected returns are high enough relative to the risks in NIO's business model. Regarding those risks, one should mention the fact that the company isn't profitable yet, which means that NIO is dependent on cash on its balance sheet for growth investments. On top of that, competition in the EV space is growing, and market share battles could pressure margins in coming years, although NIO seems relatively well-positioned thanks to its battery-swapping, which is, I believe, a strong USP. Last but not least, the company's dependence on its home market China is a potential risk that should be kept in mind, although it should also be noted that, for now, it seems like the Chinese government is very accommodating to Chinese EV companies.\nOne could argue that valuations across the whole EV industry are too high, relative to how legacy auto companies are valued. Even those legacy players with attractive EV offerings such as Volkswagen or Ford trade at huge discounts compared to EV pureplays. But if one wants to invest in an EV pureplay, NIO doesn't seem like a bad choice. The company combines a strong brand, a unique BaaS offering, high growth rates, and shares trade at a discount compared to how the EV king Tesla is valued. At a little above 3x 2025 revenue, NIO does not seem overly expensive relative to other EV pureplays, although this still represents a premium versus legacy players, of course. If NIO manages to execute well and continues to roll out new models that are well-received by consumers, its shares could have significant upside potential in the long run. If EV stocks ever become an out-of-favor investment, NIO stock also could have considerable downside, however, this thus is not a low-risk pick. Depending on your risk tolerance, NIO could still be of value if you want a high-growth EV pureplay.","news_type":1},"isVote":1,"tweetType":1,"viewCount":189,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":174489464,"gmtCreate":1627126112058,"gmtModify":1633767771999,"author":{"id":"3582021867480513","authorId":"3582021867480513","name":"Tianlin","avatar":"https://static.tigerbbs.com/e3e04fe5fc564ce505bda1070e23abb7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582021867480513","authorIdStr":"3582021867480513"},"themes":[],"htmlText":"comment and like pls","listText":"comment and like pls","text":"comment and like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/174489464","repostId":"1109439356","repostType":4,"isVote":1,"tweetType":1,"viewCount":98,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":175151013,"gmtCreate":1627015830232,"gmtModify":1633768741378,"author":{"id":"3582021867480513","authorId":"3582021867480513","name":"Tianlin","avatar":"https://static.tigerbbs.com/e3e04fe5fc564ce505bda1070e23abb7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582021867480513","authorIdStr":"3582021867480513"},"themes":[],"htmlText":"pls like and comment","listText":"pls like and comment","text":"pls like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/175151013","repostId":"1164478982","repostType":4,"isVote":1,"tweetType":1,"viewCount":292,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":172097903,"gmtCreate":1626919538002,"gmtModify":1633769732554,"author":{"id":"3582021867480513","authorId":"3582021867480513","name":"Tianlin","avatar":"https://static.tigerbbs.com/e3e04fe5fc564ce505bda1070e23abb7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582021867480513","authorIdStr":"3582021867480513"},"themes":[],"htmlText":"like pls","listText":"like pls","text":"like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/172097903","repostId":"2153477496","repostType":4,"isVote":1,"tweetType":1,"viewCount":215,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":176931892,"gmtCreate":1626852884116,"gmtModify":1633770401593,"author":{"id":"3582021867480513","authorId":"3582021867480513","name":"Tianlin","avatar":"https://static.tigerbbs.com/e3e04fe5fc564ce505bda1070e23abb7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582021867480513","authorIdStr":"3582021867480513"},"themes":[],"htmlText":"please like","listText":"please like","text":"please like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/176931892","repostId":"1111938926","repostType":4,"repost":{"id":"1111938926","kind":"news","pubTimestamp":1626852633,"share":"https://www.laohu8.com/m/news/1111938926?lang=&edition=full","pubTime":"2021-07-21 15:30","market":"us","language":"en","title":"Too Late to Join BB Stock Rally as Upside Is Gone","url":"https://stock-news.laohu8.com/highlight/detail?id=1111938926","media":"InvestorPlace","summary":"The Canadian security software supplier is a valuable addition to your portfolio but not at the curr","content":"<blockquote>\n The Canadian security software supplier is a valuable addition to your portfolio but not at the current price point.\n</blockquote>\n<p>Much like its other meme stock compatriots,&nbsp;<b>Blackberry</b>&nbsp;(NYSE:<b><u>BB</u></b>) is having a great time. BB stock has outperformed the<b>S&amp;P 500</b>by 103.7% and its sector by 101.0% in the past year.</p>\n<p><img src=\"https://static.tigerbbs.com/f55cc8968bbff5b4c2357c14d60ddccf\" tg-width=\"300\" tg-height=\"165\" referrerpolicy=\"no-referrer\">Source: <a href=\"https://laohu8.com/S/BBRY\">BlackBerry</a></p>\n<p>Much like<b>Nokia</b>(NYSE:<b><u>NOK</u></b>), Blackberry is a solid company on its own merits. Once known as the world’s largest smartphone manufacturer, <a href=\"https://laohu8.com/S/BB\">BlackBerry</a> now provides intelligent security software and services to enterprises and governments.</p>\n<p>But the recent bull run is not because of its fundamentals or outlook. Following wild successes with<b><a href=\"https://laohu8.com/S/GME\">GameStop</a></b>(NYSE:<b><u>GME</u></b>) and<b><a href=\"https://laohu8.com/S/AMC\">AMC Entertainment</a></b>(NYSE:<b><u>AMC</u></b>) earlier this year, Reddit speculators turned their sights to BlackBerry.</p>\n<p>BB stock hit unprecedented heights back in January due to a short squeeze when it reached $28.77. Since that time, the stock has fallen substantially, dropping 22.2% in the last month alone.</p>\n<p>After the fall, two opinions are emerging. The first is to load up on shares to take advantage of the drop. As we have seen, Redditors have ahabit of proving Wall Street wrong. Therecent price actionin GameStop and several other stocks shows that<b>WallStreetBets</b>is not a thing of the past.</p>\n<p>The second opinion is to wait a while for shares to fall a bit more. As I write this, the level of short interest stands at 7.6%, which is not a level that will get Reddit excited.</p>\n<p>And considering the stimulus money is drying up, Reddit traders will not have the capital to pump up BB stock. So, considering all these factors, I do not think it’s the right time to pursue this <a href=\"https://laohu8.com/S/AONE.U\">one</a>.</p>\n<p><b>BB Stock Is a Good One but Not at Current Rates</b></p>\n<p>Last month, BlackBerry reported a set of mixed earnings. Although the Canadian security software supplier beat Wall Street estimates for quarterly revenue, the $174 million sales did not compare favorably with the $206 million a year earlier.</p>\n<p>Net loss narrowed to $62 million, or 11 cents per share, from $636 million, or $1.14 per share, a year earlier. Demand for its QNX operating software and cybersecurity products remains solid. But you can see that the sales momentum is fading a bit.</p>\n<p>It makes sense. When the pandemic struck, demand for cybersecurity services skyrocketed as businesses migrated to cloud-based computing to support remote work. Therefore, on the IT security front, BlackBerry is rock solid.</p>\n<p>My colleague Larry Ramermakes an excellent point. You have to put the first quarter numbers into context. A once-in-a-lifetime pandemic helped boost the top line last year. Understandably, the numbers will not be the moving forward.</p>\n<p>In addition, BlackBerry’s QNX business suffered due to chip shortages and the company’s intellectual property revenue fell in Q1 because of ongoing talks over the sale of many of its patents. Finally, the company pays out its annual bonuses in Q1, which also substantially impacts the bottom line.</p>\n<p>Apart from the solid financials, an early version of Ivy, the auto app store BlackBerry is developing with<b>Amazon</b>(NASDAQ:<b><u>AMZN</u></b>) and other partners, is expected to be released in October 2021.</p>\n<p>BlackBerry IVYis a scalable, cloud-connected software platform, which will enable automotive manufacturers to read vehicle sensor data and create actionable insights from that data. Moving forward, this can become a major source of revenue for BlackBerry.</p>\n<p><b>Long-Term Investment Once the Price Falls</b></p>\n<p>Considering the positive tailwinds, it makes sense if you are interested in BB stock. But considering the price, it is better to wait for this one out.</p>\n<p>BB stock has a 52-week low of $4.37 per share. BlackBerry doesn’t make smartphones anymore. But at a $6.4 billion market value, investors must be reminiscing of the time when it did. As a cybersecurity company specializing in enterprise-critical event management solutions, we have already made the point that this is a good investment. Nevertheless, as a meme stock, BB stock is on a rollercoaster ride, oscillating wildly between two extremes.</p>\n<p>Doing my own research, I calculated an intrinsic value of $4.1 per share. My calculations used an 11% discount rate and unlevered free cash flow of $106.5 million, which is the figure for the 2020 fiscal year. I used a growth rate of 10% over a ten year horizon and multiplied the 10th year with 12 to get the sell-off value. I added the net present value figures and divided this number with outstanding share capital, 566.2 million shares, to arrive at the intrinsic value per share. Again, this is just my calculation, and you can disagree on the inputs.</p>\n<p><i>TipRanks</i>tracks four analysts offering 12-month price targets for BlackBerry. The average price target is $9.50,representing a 15.25% downside from its current price. So, the overvaluation concerns are on point.</p>\n<p><b>Great Stock, Bad Timing</b></p>\n<p>Blackberry is a great stock. There is no disputing it stands apart among a sea of meme stocks with iffy fundamentals. Considering these factors, the case is there for investing in this one. But that should only happen once trading closer to fair value since shares are still fundamentally overvalued.</p>\n<p>Keep an eye on this one. If shares continue to shed value at an exponential rate, this will become a must-have name for your portfolio.</p>","source":"lsy1606302653667","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>Too Late to Join BB Stock Rally as Upside Is Gone</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\">\nToo Late to Join BB Stock Rally as Upside Is Gone\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-21 15:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/07/too-late-to-join-bb-stock-rally-as-upside-is-gone/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Canadian security software supplier is a valuable addition to your portfolio but not at the current price point.\n\nMuch like its other meme stock compatriots, Blackberry (NYSE:BB) is having a great...</p>\n\n<a href=\"https://investorplace.com/2021/07/too-late-to-join-bb-stock-rally-as-upside-is-gone/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BB":"黑莓"},"source_url":"https://investorplace.com/2021/07/too-late-to-join-bb-stock-rally-as-upside-is-gone/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111938926","content_text":"The Canadian security software supplier is a valuable addition to your portfolio but not at the current price point.\n\nMuch like its other meme stock compatriots, Blackberry (NYSE:BB) is having a great time. BB stock has outperformed theS&P 500by 103.7% and its sector by 101.0% in the past year.\nSource: BlackBerry\nMuch likeNokia(NYSE:NOK), Blackberry is a solid company on its own merits. Once known as the world’s largest smartphone manufacturer, BlackBerry now provides intelligent security software and services to enterprises and governments.\nBut the recent bull run is not because of its fundamentals or outlook. Following wild successes withGameStop(NYSE:GME) andAMC Entertainment(NYSE:AMC) earlier this year, Reddit speculators turned their sights to BlackBerry.\nBB stock hit unprecedented heights back in January due to a short squeeze when it reached $28.77. Since that time, the stock has fallen substantially, dropping 22.2% in the last month alone.\nAfter the fall, two opinions are emerging. The first is to load up on shares to take advantage of the drop. As we have seen, Redditors have ahabit of proving Wall Street wrong. Therecent price actionin GameStop and several other stocks shows thatWallStreetBetsis not a thing of the past.\nThe second opinion is to wait a while for shares to fall a bit more. As I write this, the level of short interest stands at 7.6%, which is not a level that will get Reddit excited.\nAnd considering the stimulus money is drying up, Reddit traders will not have the capital to pump up BB stock. So, considering all these factors, I do not think it’s the right time to pursue this one.\nBB Stock Is a Good One but Not at Current Rates\nLast month, BlackBerry reported a set of mixed earnings. Although the Canadian security software supplier beat Wall Street estimates for quarterly revenue, the $174 million sales did not compare favorably with the $206 million a year earlier.\nNet loss narrowed to $62 million, or 11 cents per share, from $636 million, or $1.14 per share, a year earlier. Demand for its QNX operating software and cybersecurity products remains solid. But you can see that the sales momentum is fading a bit.\nIt makes sense. When the pandemic struck, demand for cybersecurity services skyrocketed as businesses migrated to cloud-based computing to support remote work. Therefore, on the IT security front, BlackBerry is rock solid.\nMy colleague Larry Ramermakes an excellent point. You have to put the first quarter numbers into context. A once-in-a-lifetime pandemic helped boost the top line last year. Understandably, the numbers will not be the moving forward.\nIn addition, BlackBerry’s QNX business suffered due to chip shortages and the company’s intellectual property revenue fell in Q1 because of ongoing talks over the sale of many of its patents. Finally, the company pays out its annual bonuses in Q1, which also substantially impacts the bottom line.\nApart from the solid financials, an early version of Ivy, the auto app store BlackBerry is developing withAmazon(NASDAQ:AMZN) and other partners, is expected to be released in October 2021.\nBlackBerry IVYis a scalable, cloud-connected software platform, which will enable automotive manufacturers to read vehicle sensor data and create actionable insights from that data. Moving forward, this can become a major source of revenue for BlackBerry.\nLong-Term Investment Once the Price Falls\nConsidering the positive tailwinds, it makes sense if you are interested in BB stock. But considering the price, it is better to wait for this one out.\nBB stock has a 52-week low of $4.37 per share. BlackBerry doesn’t make smartphones anymore. But at a $6.4 billion market value, investors must be reminiscing of the time when it did. As a cybersecurity company specializing in enterprise-critical event management solutions, we have already made the point that this is a good investment. Nevertheless, as a meme stock, BB stock is on a rollercoaster ride, oscillating wildly between two extremes.\nDoing my own research, I calculated an intrinsic value of $4.1 per share. My calculations used an 11% discount rate and unlevered free cash flow of $106.5 million, which is the figure for the 2020 fiscal year. I used a growth rate of 10% over a ten year horizon and multiplied the 10th year with 12 to get the sell-off value. I added the net present value figures and divided this number with outstanding share capital, 566.2 million shares, to arrive at the intrinsic value per share. Again, this is just my calculation, and you can disagree on the inputs.\nTipRankstracks four analysts offering 12-month price targets for BlackBerry. The average price target is $9.50,representing a 15.25% downside from its current price. So, the overvaluation concerns are on point.\nGreat Stock, Bad Timing\nBlackberry is a great stock. There is no disputing it stands apart among a sea of meme stocks with iffy fundamentals. Considering these factors, the case is there for investing in this one. But that should only happen once trading closer to fair value since shares are still fundamentally overvalued.\nKeep an eye on this one. If shares continue to shed value at an exponential rate, this will become a must-have name for your portfolio.","news_type":1},"isVote":1,"tweetType":1,"viewCount":120,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":176931032,"gmtCreate":1626852852826,"gmtModify":1633770401842,"author":{"id":"3582021867480513","authorId":"3582021867480513","name":"Tianlin","avatar":"https://static.tigerbbs.com/e3e04fe5fc564ce505bda1070e23abb7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582021867480513","authorIdStr":"3582021867480513"},"themes":[],"htmlText":"please like!","listText":"please like!","text":"please like!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/176931032","repostId":"1199993483","repostType":4,"isVote":1,"tweetType":1,"viewCount":129,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":171658559,"gmtCreate":1626743431971,"gmtModify":1633771512206,"author":{"id":"3582021867480513","authorId":"3582021867480513","name":"Tianlin","avatar":"https://static.tigerbbs.com/e3e04fe5fc564ce505bda1070e23abb7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582021867480513","authorIdStr":"3582021867480513"},"themes":[],"htmlText":"like pls 🙏🏻","listText":"like pls 🙏🏻","text":"like pls 🙏🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/171658559","repostId":"2152652683","repostType":4,"isVote":1,"tweetType":1,"viewCount":299,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":173617212,"gmtCreate":1626657272636,"gmtModify":1633925209210,"author":{"id":"3582021867480513","authorId":"3582021867480513","name":"Tianlin","avatar":"https://static.tigerbbs.com/e3e04fe5fc564ce505bda1070e23abb7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582021867480513","authorIdStr":"3582021867480513"},"themes":[],"htmlText":"please like","listText":"please like","text":"please like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/173617212","repostId":"1111084715","repostType":4,"isVote":1,"tweetType":1,"viewCount":363,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":173365274,"gmtCreate":1626618661598,"gmtModify":1633925464281,"author":{"id":"3582021867480513","authorId":"3582021867480513","name":"Tianlin","avatar":"https://static.tigerbbs.com/e3e04fe5fc564ce505bda1070e23abb7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582021867480513","authorIdStr":"3582021867480513"},"themes":[],"htmlText":"let's go!","listText":"let's go!","text":"let's go!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/173365274","repostId":"1183956332","repostType":4,"isVote":1,"tweetType":1,"viewCount":196,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":179184208,"gmtCreate":1626493499604,"gmtModify":1633926250738,"author":{"id":"3582021867480513","authorId":"3582021867480513","name":"Tianlin","avatar":"https://static.tigerbbs.com/e3e04fe5fc564ce505bda1070e23abb7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582021867480513","authorIdStr":"3582021867480513"},"themes":[],"htmlText":"like pls","listText":"like pls","text":"like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/179184208","repostId":"1198202103","repostType":4,"repost":{"id":"1198202103","kind":"news","pubTimestamp":1626481985,"share":"https://www.laohu8.com/m/news/1198202103?lang=&edition=full","pubTime":"2021-07-17 08:33","market":"us","language":"en","title":"Dow drops nearly 300 points on Friday, snaps 3-week winning streak","url":"https://stock-news.laohu8.com/highlight/detail?id=1198202103","media":"CNBC","summary":"U.S. stocks fell on Friday, pushing the Dow Jones Industrials Average into the red for the week, as ","content":"<div>\n<p>U.S. stocks fell on Friday, pushing the Dow Jones Industrials Average into the red for the week, as inflation fears overshadowed strong retail sales numbers and better-than-expected earnings reports.\n...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/15/stock-market-open-to-close-news.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>Dow drops nearly 300 points on Friday, snaps 3-week winning streak</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDow drops nearly 300 points on Friday, snaps 3-week winning streak\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-17 08:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/07/15/stock-market-open-to-close-news.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>U.S. stocks fell on Friday, pushing the Dow Jones Industrials Average into the red for the week, as inflation fears overshadowed strong retail sales numbers and better-than-expected earnings reports.\n...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/15/stock-market-open-to-close-news.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.cnbc.com/2021/07/15/stock-market-open-to-close-news.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1198202103","content_text":"U.S. stocks fell on Friday, pushing the Dow Jones Industrials Average into the red for the week, as inflation fears overshadowed strong retail sales numbers and better-than-expected earnings reports.\nThe Dow lost 299.17 points, or 0.86%, to close at 34,687.85. The S&P 500 dipped 0.75% to 4,327.16 and the Nasdaq Composite shed 0.8% to 14,427.24.\nThe three averages closed the week lower to each snap 3-week win streaks. The Dow ended the week down 0.52%, while the S&P 500 dipped 0.97% and the Nasdaq Composite fell 1.87% during the same period.\n\nA U.S.consumer sentimentindex from the University of Michigan came in at 80.8 for the first half of July, down from 85.5 last month and worse than estimates from economists, who projected an increase. The report released Friday showed inflation expectations rising, with consumers believing prices will increase 4.8% in the next year, the highest level since August 2008.\nThe Dow gave up its gains early Friday shortly after the University of Michigan report came out 30 minutes into the session. Losses increased as the day went on with major averages closing at the lows of the session.\nThe consumer sentiment weakness “is at face value hard to square with the acceleration in employment growth and the continued resilience of the stock market,” said Andrew Hunter, senior U.S. economist at Capital Economics, but the report “suggested that concerns over surging inflation are now outweighing those positive trends.”\nInflation fears\nThe market was held back all week by inflation fears although the S&P 500 and Dow did touch new all-time highs briefly. On Tuesday, theconsumer price indexshowed a 5.4% increase in June from a year ago, the fastest pace in nearly 13 years.\nStocks got off to a good start Friday with the Dow rising more than 100 points to above 35,000 shortly after the open.Data released before the bell showed retail and food service salesrose 0.6% in June, while economists surveyed by Dow Jones had expected a 0.4% decline. If that level held, it would have been the Dow’s first close ever above 35,000.\nDespite the week’s losses, the Dow is still up 13% for the year and sits just 1.15% from an all-time high. The S&P 500 is up 15% on the year and is 1.51% below its record level.\n“The market looks broadly fairly valued to me, with most stocks priced to provide a market rate of return plus or minus a few percent,” Bill Miller, chairman and chief investment officer of Miller Value Partners,said in an investor letter.\n“There are pockets of what look like appreciable over-valuation and pockets of significant undervaluation in the US market, in my opinion. We can find plenty of names to fill our portfolios and so remain fully invested,” the value investor added.\nEnergy correction\nEnergy stocks, the hottest part of the market in 2021, fell into correction territory on Friday as oil prices pulled back from their highs.\nThe Energy Select Sector SPDR Fund fell more than 2% on Friday, the worst of any group, dropping 14% from its high. Still, the sector is up about 28% in 2021, making it the top performer of any of the 11 main industry groups.\nWeaker performance from technology stocks also weighed on the market Friday. Shares of Apple closed 1.4% lower afternotching a record closejust two days prior. Netflix shares fell ahead of the streaming giant’s second-quarter earnings report next week.\nInvestors digested strong earnings results from the first major week of second-quarter reports. Though some of the nation’s largest companies posted healthy earnings and revenues amid the economic recovery, the reaction in the stock market has so far been muted.\nThe Financial Select Sector SPDR Fund ended the week 1.5% lower despite big profit growth numbers posted by the likes of JPMorgan Chase and Bank of America.\n“Good earnings might have become an excuse for some investors to take profit. And with earnings expectations so high in general, it takes a really big beat for a company to impress,” JJ Kinahan, TD Ameritrade chief market strategist, said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":404,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":805663476,"gmtCreate":1627876766995,"gmtModify":1633755684970,"author":{"id":"3582021867480513","authorId":"3582021867480513","name":"Tianlin","avatar":"https://static.tigerbbs.com/e3e04fe5fc564ce505bda1070e23abb7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582021867480513","authorIdStr":"3582021867480513"},"themes":[],"htmlText":"pls like","listText":"pls like","text":"pls like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/805663476","repostId":"1170689665","repostType":4,"repost":{"id":"1170689665","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":1627857540,"share":"https://www.laohu8.com/m/news/1170689665?lang=&edition=full","pubTime":"2021-08-02 06:39","market":"us","language":"en","title":"Alibaba,Uber, DraftKings, GM, Roku, EA, ViacomCBS, and Other Stocks for Investors to Watch This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1170689665","media":"Tiger Newspress","summary":"The parade of second-quarter results continues this week. No fewer than 143 S&P 500 companies are on deck to report, in addition to hundreds of small caps. Ferrari, Vornado Realty Trust, Take-Two Interactive Software, and Simon Property Group will get the ball rolling on Monday. Then Lyft, Alibaba Group Holding, Nikola, Under Armour, Eli Lilly, and ConocoPhillips release their results on Tuesday.Wednesday will be particularly busy:General Motors,Uber Technologies,Etsy,Electronic Arts,Western Dig","content":"<p>The parade of second-quarter results continues this week. No fewer than 143 S&amp;P 500 companies are on deck to report, in addition to hundreds of small caps. Ferrari, Vornado Realty Trust, Take-Two Interactive Software, and Simon Property Group will get the ball rolling on Monday. Then Lyft, Alibaba Group Holding, Nikola, Under Armour, Eli Lilly, and ConocoPhillips release their results on Tuesday.</p>\n<p>Wednesday will be particularly busy:General Motors,Uber Technologies,Etsy,Electronic Arts,Western Digital,Roku,CVS Health,Kraft Heinz, and SoftBank all report.Beyond Meat,Yelp,Wayfair, Moderna, and&nbsp;ViacomCBS&nbsp;go on Thursday and&nbsp;DraftKings,Canopy Growth,and Tripadvisor will close the week on Friday.Chinese Education Corporation&nbsp;New Oriental Education &amp; Technology Group Inc. and&nbsp;TAL Education Group&nbsp;cancels scheduled earnings release and earnings call.</p>\n<p><img src=\"https://static.tigerbbs.com/94057bf11ca8d7311db6c075ba98727b\" tg-width=\"1706\" tg-height=\"740\" referrerpolicy=\"no-referrer\"></p>\n<p>The highlight on the&nbsp;economic&nbsp;calendar this week will be Jobs Friday. The Bureau of Labor Statistics is expected to show a gain of 625,000 nonfarm payrolls in July, following June’s 850,000. The unemployment rate is seen holding just below 6%.</p>\n<p>Other data out this week include the Institute for Supply Management’s Manufacturing Purchasing Managers’ Index for July on Monday, followed by the Services equivalent on Wednesday. Both measures of economic activity are forecast to come in at around 61, which would signify strong expansion.</p>\n<p><b>Monday 8/2</b></p>\n<p>CNA Financial,Global Payments,JELD-WEN Holding,Loews,Arista Networks,Leggett &amp; Platt,Vornado Realty Trust, ZoomInfo Technologies, Woodward, Take-Two Interactive Software, Heineken, Trex, Ferrari,Ultra Clean Holdings,and Simon Property Group are expected to release financial results.</p>\n<p>GE stock&nbsp;will open for trading Monday at about $104 a share, after closing Friday at $12.95. The company completed its 1-for-8 reverse stock split Friday evening.</p>\n<p><b>The Institute for Supply</b>&nbsp;Management releases its Manufacturing Purchasing Managers’ Index for July. Consensus estimate is for a 60.8 reading, up from 60.6 in June.</p>\n<p><b>The Census Bureau</b>&nbsp;reports construction spending for June. Expectations are for a 0.4% month-over-month rise, after a 0.3% decline in May.</p>\n<p><b>Tuesday 8/3</b></p>\n<p>Eaton, BP, Under Armour, Lyft,Clorox,Amgen,Akamai Technologies,Cummins, Eli Lilly, Alibaba Group Holding, Nikola, EnPro Industries,Warner Music Group,Pitney Bowes,Tennant,Phillips 66,KKR,Gartner,Henry Schein,Dun &amp; Bradstreet Holdings,ConocoPhillips, and&nbsp;Jacobs Engineering Grouphost conference calls to discuss financial results.</p>\n<p><b>The Census Bureau</b>&nbsp;is slated to report factory orders for June. Economists predict that orders increased 1.0% during the month, compared with a 1.7% rise in May.</p>\n<p><b>Wednesday 8/4</b></p>\n<p>Sony Group,CVS Health, Kraft Heinz, SoftBank, General Motors, Progressive, Etsy, Electronic Arts, Western Digital, Uber Technologies, Roku,MGM Resorts International,Fox, and Re/Max Holdings are expected to host earnings calls.</p>\n<p><b>The Bureau of Economic</b>&nbsp;Analysis reports light-vehicle sales for July. Expectations call for a seasonally adjusted annual rate of 15.3 million vehicles, versus 15.4 million in June.</p>\n<p><b>The ISM releases</b>&nbsp;its Services PMI for July. Consensus estimate is for a 60.8 reading, compared with June’s 60.1.</p>\n<p><b>ADP releases</b>&nbsp;its National Employment report for July. Consensus estimate is for a 635,000 gain in nonfarm private-sector employment, following an increase of 692,000 in June.</p>\n<p><b>Thursday 8/5</b></p>\n<p>Zillow Group,Beyond Meat, Yelp, Wayfair, Kellogg,Bayer,HanesBrands, Moderna,Regeneron Pharmaceuticals,Switch,Cushman &amp; Wakefield,ViacomCBS,Cigna,Duke Energy,Square,News Corp,and&nbsp;Siemensare expected to report financial results.</p>\n<p>Friday 8/6</p>\n<p><b>The BLS releases the jobs report</b>&nbsp;for July. Economists forecast a 800,000 rise in nonfarm payrolls, after an 850,000 gain in June. The unemployment rate is expected to edge down to 5.8% from 5.9%.</p>\n<p>DraftKings,Dominion Energy,Gannett,MGM Growth Properties,AMC Networks,Canopy Growth, Tripadvisor,Spectrum Brands Holdings,E.W. Scripps,Cinemark Holdings, and Manitowoc host conference calls to discuss financial results.</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>Alibaba,Uber, DraftKings, GM, Roku, EA, ViacomCBS, and Other Stocks for Investors to Watch This Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba,Uber, DraftKings, GM, Roku, EA, ViacomCBS, and Other Stocks for Investors to Watch This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-08-02 06:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>The parade of second-quarter results continues this week. No fewer than 143 S&amp;P 500 companies are on deck to report, in addition to hundreds of small caps. Ferrari, Vornado Realty Trust, Take-Two Interactive Software, and Simon Property Group will get the ball rolling on Monday. Then Lyft, Alibaba Group Holding, Nikola, Under Armour, Eli Lilly, and ConocoPhillips release their results on Tuesday.</p>\n<p>Wednesday will be particularly busy:General Motors,Uber Technologies,Etsy,Electronic Arts,Western Digital,Roku,CVS Health,Kraft Heinz, and SoftBank all report.Beyond Meat,Yelp,Wayfair, Moderna, and&nbsp;ViacomCBS&nbsp;go on Thursday and&nbsp;DraftKings,Canopy Growth,and Tripadvisor will close the week on Friday.Chinese Education Corporation&nbsp;New Oriental Education &amp; Technology Group Inc. and&nbsp;TAL Education Group&nbsp;cancels scheduled earnings release and earnings call.</p>\n<p><img src=\"https://static.tigerbbs.com/94057bf11ca8d7311db6c075ba98727b\" tg-width=\"1706\" tg-height=\"740\" referrerpolicy=\"no-referrer\"></p>\n<p>The highlight on the&nbsp;economic&nbsp;calendar this week will be Jobs Friday. The Bureau of Labor Statistics is expected to show a gain of 625,000 nonfarm payrolls in July, following June’s 850,000. The unemployment rate is seen holding just below 6%.</p>\n<p>Other data out this week include the Institute for Supply Management’s Manufacturing Purchasing Managers’ Index for July on Monday, followed by the Services equivalent on Wednesday. Both measures of economic activity are forecast to come in at around 61, which would signify strong expansion.</p>\n<p><b>Monday 8/2</b></p>\n<p>CNA Financial,Global Payments,JELD-WEN Holding,Loews,Arista Networks,Leggett &amp; Platt,Vornado Realty Trust, ZoomInfo Technologies, Woodward, Take-Two Interactive Software, Heineken, Trex, Ferrari,Ultra Clean Holdings,and Simon Property Group are expected to release financial results.</p>\n<p>GE stock&nbsp;will open for trading Monday at about $104 a share, after closing Friday at $12.95. The company completed its 1-for-8 reverse stock split Friday evening.</p>\n<p><b>The Institute for Supply</b>&nbsp;Management releases its Manufacturing Purchasing Managers’ Index for July. Consensus estimate is for a 60.8 reading, up from 60.6 in June.</p>\n<p><b>The Census Bureau</b>&nbsp;reports construction spending for June. Expectations are for a 0.4% month-over-month rise, after a 0.3% decline in May.</p>\n<p><b>Tuesday 8/3</b></p>\n<p>Eaton, BP, Under Armour, Lyft,Clorox,Amgen,Akamai Technologies,Cummins, Eli Lilly, Alibaba Group Holding, Nikola, EnPro Industries,Warner Music Group,Pitney Bowes,Tennant,Phillips 66,KKR,Gartner,Henry Schein,Dun &amp; Bradstreet Holdings,ConocoPhillips, and&nbsp;Jacobs Engineering Grouphost conference calls to discuss financial results.</p>\n<p><b>The Census Bureau</b>&nbsp;is slated to report factory orders for June. Economists predict that orders increased 1.0% during the month, compared with a 1.7% rise in May.</p>\n<p><b>Wednesday 8/4</b></p>\n<p>Sony Group,CVS Health, Kraft Heinz, SoftBank, General Motors, Progressive, Etsy, Electronic Arts, Western Digital, Uber Technologies, Roku,MGM Resorts International,Fox, and Re/Max Holdings are expected to host earnings calls.</p>\n<p><b>The Bureau of Economic</b>&nbsp;Analysis reports light-vehicle sales for July. Expectations call for a seasonally adjusted annual rate of 15.3 million vehicles, versus 15.4 million in June.</p>\n<p><b>The ISM releases</b>&nbsp;its Services PMI for July. Consensus estimate is for a 60.8 reading, compared with June’s 60.1.</p>\n<p><b>ADP releases</b>&nbsp;its National Employment report for July. Consensus estimate is for a 635,000 gain in nonfarm private-sector employment, following an increase of 692,000 in June.</p>\n<p><b>Thursday 8/5</b></p>\n<p>Zillow Group,Beyond Meat, Yelp, Wayfair, Kellogg,Bayer,HanesBrands, Moderna,Regeneron Pharmaceuticals,Switch,Cushman &amp; Wakefield,ViacomCBS,Cigna,Duke Energy,Square,News Corp,and&nbsp;Siemensare expected to report financial results.</p>\n<p>Friday 8/6</p>\n<p><b>The BLS releases the jobs report</b>&nbsp;for July. Economists forecast a 800,000 rise in nonfarm payrolls, after an 850,000 gain in June. The unemployment rate is expected to edge down to 5.8% from 5.9%.</p>\n<p>DraftKings,Dominion Energy,Gannett,MGM Growth Properties,AMC Networks,Canopy Growth, Tripadvisor,Spectrum Brands Holdings,E.W. Scripps,Cinemark Holdings, and Manitowoc host conference calls to discuss financial results.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"EA":"艺电","BABA":"阿里巴巴","DKNG":"DraftKings Inc.",".DJI":"道琼斯","GM":"通用汽车",".IXIC":"NASDAQ Composite","UBER":"优步","GE":"GE航空航天",".SPX":"S&P 500 Index","ROKU":"Roku Inc"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170689665","content_text":"The parade of second-quarter results continues this week. No fewer than 143 S&P 500 companies are on deck to report, in addition to hundreds of small caps. Ferrari, Vornado Realty Trust, Take-Two Interactive Software, and Simon Property Group will get the ball rolling on Monday. Then Lyft, Alibaba Group Holding, Nikola, Under Armour, Eli Lilly, and ConocoPhillips release their results on Tuesday.\nWednesday will be particularly busy:General Motors,Uber Technologies,Etsy,Electronic Arts,Western Digital,Roku,CVS Health,Kraft Heinz, and SoftBank all report.Beyond Meat,Yelp,Wayfair, Moderna, and ViacomCBS go on Thursday and DraftKings,Canopy Growth,and Tripadvisor will close the week on Friday.Chinese Education Corporation New Oriental Education & Technology Group Inc. and TAL Education Group cancels scheduled earnings release and earnings call.\n\nThe highlight on the economic calendar this week will be Jobs Friday. The Bureau of Labor Statistics is expected to show a gain of 625,000 nonfarm payrolls in July, following June’s 850,000. The unemployment rate is seen holding just below 6%.\nOther data out this week include the Institute for Supply Management’s Manufacturing Purchasing Managers’ Index for July on Monday, followed by the Services equivalent on Wednesday. Both measures of economic activity are forecast to come in at around 61, which would signify strong expansion.\nMonday 8/2\nCNA Financial,Global Payments,JELD-WEN Holding,Loews,Arista Networks,Leggett & Platt,Vornado Realty Trust, ZoomInfo Technologies, Woodward, Take-Two Interactive Software, Heineken, Trex, Ferrari,Ultra Clean Holdings,and Simon Property Group are expected to release financial results.\nGE stock will open for trading Monday at about $104 a share, after closing Friday at $12.95. The company completed its 1-for-8 reverse stock split Friday evening.\nThe Institute for Supply Management releases its Manufacturing Purchasing Managers’ Index for July. Consensus estimate is for a 60.8 reading, up from 60.6 in June.\nThe Census Bureau reports construction spending for June. Expectations are for a 0.4% month-over-month rise, after a 0.3% decline in May.\nTuesday 8/3\nEaton, BP, Under Armour, Lyft,Clorox,Amgen,Akamai Technologies,Cummins, Eli Lilly, Alibaba Group Holding, Nikola, EnPro Industries,Warner Music Group,Pitney Bowes,Tennant,Phillips 66,KKR,Gartner,Henry Schein,Dun & Bradstreet Holdings,ConocoPhillips, and Jacobs Engineering Grouphost conference calls to discuss financial results.\nThe Census Bureau is slated to report factory orders for June. Economists predict that orders increased 1.0% during the month, compared with a 1.7% rise in May.\nWednesday 8/4\nSony Group,CVS Health, Kraft Heinz, SoftBank, General Motors, Progressive, Etsy, Electronic Arts, Western Digital, Uber Technologies, Roku,MGM Resorts International,Fox, and Re/Max Holdings are expected to host earnings calls.\nThe Bureau of Economic Analysis reports light-vehicle sales for July. Expectations call for a seasonally adjusted annual rate of 15.3 million vehicles, versus 15.4 million in June.\nThe ISM releases its Services PMI for July. Consensus estimate is for a 60.8 reading, compared with June’s 60.1.\nADP releases its National Employment report for July. Consensus estimate is for a 635,000 gain in nonfarm private-sector employment, following an increase of 692,000 in June.\nThursday 8/5\nZillow Group,Beyond Meat, Yelp, Wayfair, Kellogg,Bayer,HanesBrands, Moderna,Regeneron Pharmaceuticals,Switch,Cushman & Wakefield,ViacomCBS,Cigna,Duke Energy,Square,News Corp,and Siemensare expected to report financial results.\nFriday 8/6\nThe BLS releases the jobs report for July. Economists forecast a 800,000 rise in nonfarm payrolls, after an 850,000 gain in June. The unemployment rate is expected to edge down to 5.8% from 5.9%.\nDraftKings,Dominion Energy,Gannett,MGM Growth Properties,AMC Networks,Canopy Growth, Tripadvisor,Spectrum Brands Holdings,E.W. Scripps,Cinemark Holdings, and Manitowoc host conference calls to discuss financial results.","news_type":1},"isVote":1,"tweetType":1,"viewCount":734,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":174489464,"gmtCreate":1627126112058,"gmtModify":1633767771999,"author":{"id":"3582021867480513","authorId":"3582021867480513","name":"Tianlin","avatar":"https://static.tigerbbs.com/e3e04fe5fc564ce505bda1070e23abb7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582021867480513","authorIdStr":"3582021867480513"},"themes":[],"htmlText":"comment and like pls","listText":"comment and like pls","text":"comment and like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/174489464","repostId":"1109439356","repostType":4,"isVote":1,"tweetType":1,"viewCount":98,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":171658559,"gmtCreate":1626743431971,"gmtModify":1633771512206,"author":{"id":"3582021867480513","authorId":"3582021867480513","name":"Tianlin","avatar":"https://static.tigerbbs.com/e3e04fe5fc564ce505bda1070e23abb7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582021867480513","authorIdStr":"3582021867480513"},"themes":[],"htmlText":"like pls 🙏🏻","listText":"like pls 🙏🏻","text":"like pls 🙏🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/171658559","repostId":"2152652683","repostType":4,"isVote":1,"tweetType":1,"viewCount":299,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807012566,"gmtCreate":1627988636055,"gmtModify":1633754632643,"author":{"id":"3582021867480513","authorId":"3582021867480513","name":"Tianlin","avatar":"https://static.tigerbbs.com/e3e04fe5fc564ce505bda1070e23abb7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582021867480513","authorIdStr":"3582021867480513"},"themes":[],"htmlText":"pls like","listText":"pls like","text":"pls like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/807012566","repostId":"1169635195","repostType":4,"repost":{"id":"1169635195","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":1627988246,"share":"https://www.laohu8.com/m/news/1169635195?lang=&edition=full","pubTime":"2021-08-03 18:57","market":"us","language":"en","title":"Alibaba EPS beats by RMB2.27, misses on revenue","url":"https://stock-news.laohu8.com/highlight/detail?id=1169635195","media":"Tiger Newspress","summary":" $Alibaba$ posted financial result in premarket, which showed that:. Alibaba Q1 revenue RMB205.74 bln vs. RMB153.75 bln a year ago; FactSet consensus RMB209.11 bln.Alibaba Q1 adj. EPS RMB16.60 vs. RMB14.82 a year ago; FactSet consensus RMB14.33.Revenue was RMB205,740 million , an increase of 34% year-over-year. Excluding the consolidation of Sun Art, our revenue would have grown 22% year-over-year to RMB187,306 million .Annual active consumersof the Alibaba Ecosystem across the world reached app","content":"<p>(August 3)&nbsp;<a href=\"https://laohu8.com/S/BABA\">Alibaba</a> posted&nbsp;financial&nbsp;result&nbsp;in&nbsp;premarket,&nbsp;which&nbsp;showed&nbsp;that:</p>\n<p>Alibaba Q1 revenue RMB205.74 bln vs. RMB153.75 bln a year ago; FactSet consensus RMB209.11 bln.</p>\n<p>Alibaba Q1 adj. EPS RMB16.60 vs. RMB14.82 a year ago; FactSet consensus RMB14.33.</p>\n<p><b>BUSINESS HIGHLIGHTS</b></p>\n<p><b>In the quarter ended June 30, 2021:</b></p>\n<ul>\n <li><b>Revenue</b>&nbsp;was RMB205,740 million (US$31,865 million), an increase of 34% year-over-year. Excluding the consolidation of Sun Art, our revenue would have grown 22% year-over-year to RMB187,306 million (US$29,010 million).</li>\n <li><b>Annual active consumers</b>of the Alibaba Ecosystem across the world reached approximately 1.18 billion for the twelve months ended June 30, 2021, an increase of 45 million from the twelve months ended March 31, 2021. This includes 912 million consumers in China1and 265 million consumers overseas served by Lazada, AliExpress, Trendyol and Daraz.</li>\n <li><b>Income from operations</b>&nbsp;was RMB30,847 million (US$4,778 million), a decrease of 11% year-over-year.<b>Adjusted EBITDA</b>, a non-GAAP measurement, decreased 5% year-over-year to RMB48,628 million (US$7,532 million).<b>Adjusted EBITA</b>, a non-GAAP measurement, decreased 8% year-over-year to RMB41,731 million (US$6,463 million). The year-over-year decreases were primarily due to our investments in strategic areas to capture incremental opportunities, such as Community Marketplaces, Taobao Deals, Local Consumer Services and Lazada, as well as our increased spending on growth initiatives within China retail marketplaces, such as Idle Fish and Taobao Live, and our support to merchants.</li>\n <li><b>Net income attributable to ordinary shareholders</b>&nbsp;was RMB45,141 million (US$6,991 million),and<b>net income</b>was RMB42,835 million (US$6,634 million).<b>Non-GAAP net income</b>&nbsp;was RMB43,441 million (US$6,728 million), an increase of 10% year-over-year, mainly due to an increase in share of profit of equity method investees.</li>\n <li><b>Diluted earnings per ADS</b>&nbsp;was RMB16.38 (US$2.54) and<b>diluted earnings per share</b>was RMB2.05 (US$0.32 or HK$2.46).<b>Non-GAAP diluted earnings per ADS</b>was RMB16.60 (US$2.57), an increase of 12% year-over-year and<b>non-GAAP diluted earnings per share</b>was RMB2.08 (US$0.32 or HK$2.50), an increase of 12% year-over-year.</li>\n <li><b>Net cashprovided by operating activities</b>&nbsp;was RMB33,603 million (US$5,204 million).<b>Non-GAAP free cash flow</b>was RMB20,683 million (US$3,203 million), a decrease compared to RMB36,570 million in the same quarter of 2020, mainly due to the partial settlement in the amount of RMB9,114 million (US$1,412 million) of the RMB18,228 million fine levied earlier this year by China’s State Administration for Market Regulation pursuant to China’s Anti-monopoly Law (the “Anti-monopoly Fine”) and a decrease in profit as a result of our investments in key strategic areas.</li>\n</ul>\n<p><img src=\"https://static.tigerbbs.com/11aa08a1ccb4f80e6867c7e7631297c8\" tg-width=\"719\" tg-height=\"863\" referrerpolicy=\"no-referrer\"></p>\n<p><b>China Retail Marketplaces</b></p>\n<p>In June 2021, Alibaba's China retail marketplaces had 939 million mobile MAUs, representing a quarterly net increase of 14 million.</p>\n<p><b>Cloud Computing</b></p>\n<p>In the June 2021 quarter, our cloud computing revenue grew 29% year-over-year to RMB16,051 million (US$2,486 million), primarily driven by robust growth in revenue from customers in the Internet, financial services and retail industries.</p>\n<p><b>Cash Flow from Operating Activities and Free Cash Flow</b></p>\n<p>In the quarter ended June 30, 2021, net cash provided by operating activities was RMB33,603 million (US$5,204 million), a decrease compared to RMB50,099 million in the same quarter of 2020. Free cash flow, a non-GAAP measurement of liquidity, decreased to RMB20,683 million (US$3,203 million), from RMB36,570 million in the same quarter of 2020. The year-over-year decreases were mainly due to the partial settlement in the amount of RMB9,114 million (US$1,412 million) of the RMB18,228 million Anti-monopoly Fine and a decrease in profit as a result of our investments in key strategic areas. A reconciliation of net cash provided by operating activities to free cash flow is included at the end of this results announcement.</p>\n<p><b>Increasing Share Repurchases</b></p>\n<p>Since April 1, 2021 and through the publication of this results announcement, we repurchased approximately 18.1 million of our ADSs (the equivalent of approximately 144.5 million of our ordinary shares) for approximately US$3,680 million under our share repurchase program. In addition, on August 2, 2021, our board of directors authorized the Company to upsize our Company's share repurchase program from US$10 billion to US$15 billion. This share repurchase program will be effective through the end of 2022.</p>\n<p><img src=\"https://static.tigerbbs.com/58bf53593de78f5f6e4fa1096d7aae94\" tg-width=\"757\" tg-height=\"793\" referrerpolicy=\"no-referrer\"></p>\n<p>We are increasing our share repurchase program from US$10 billion to US$15 billion, the largest share repurchase program in the Company’s history, because we are confident of our long-term growth prospects. Our net cash position remains strong and we have repurchased approximately US$3.7 billion of our ADSs since April 1, 2021.”</p>\n<p>In June 2021, our China retail marketplaces had 939 million mobile MAUs, representing a quarterly net increase of 14 million. We continue to increase penetration in less-developed areas, reflecting our success in broadening product offerings to meet diverse consumer demand.</p>\n<p>“Alibaba started the new fiscal year by delivering a healthy quarter. For the June quarter, global annual active consumers across the Alibaba Ecosystem reached 1.18 billion, an increase of 45 million from the March quarter, which includes 912 million consumers in China. Over more than twenty years of growth, we have developed a company that spans across both consumer and industrial Internet, with multiple engines driving our long-term growth,” said Daniel Zhang, Chairman and Chief Executive Officer of Alibaba Group. “We believe in the growth of the Chinese economy and long-term value creation of Alibaba, and we will continue to strengthen our technology advantage in improving the consumer experience and helping our enterprise customers to accomplish successful digital transformations.”</p>\n<p>“We delivered strong revenue growth of 34% year-over-year. As we said in last quarter's results announcement, we are investing our excess profits and additional capital to support our merchants and invest in strategic areas to better serve customers and penetrate into new addressable markets,” said Maggie Wu, Chief Financial Officer of Alibaba Group. “We are increasing our share repurchase program from US$10 billion to US$15 billion, the largest share repurchase program in the Company’s history, because we are confident of our long-term growth prospects. Our net cash position remains strong and we have repurchased approximately US$3.7 billion of our ADSs since April 1, 2021.”</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>Alibaba EPS beats by RMB2.27, misses on revenue</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba EPS beats by RMB2.27, misses on revenue\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-08-03 18:57</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(August 3)&nbsp;<a href=\"https://laohu8.com/S/BABA\">Alibaba</a> posted&nbsp;financial&nbsp;result&nbsp;in&nbsp;premarket,&nbsp;which&nbsp;showed&nbsp;that:</p>\n<p>Alibaba Q1 revenue RMB205.74 bln vs. RMB153.75 bln a year ago; FactSet consensus RMB209.11 bln.</p>\n<p>Alibaba Q1 adj. EPS RMB16.60 vs. RMB14.82 a year ago; FactSet consensus RMB14.33.</p>\n<p><b>BUSINESS HIGHLIGHTS</b></p>\n<p><b>In the quarter ended June 30, 2021:</b></p>\n<ul>\n <li><b>Revenue</b>&nbsp;was RMB205,740 million (US$31,865 million), an increase of 34% year-over-year. Excluding the consolidation of Sun Art, our revenue would have grown 22% year-over-year to RMB187,306 million (US$29,010 million).</li>\n <li><b>Annual active consumers</b>of the Alibaba Ecosystem across the world reached approximately 1.18 billion for the twelve months ended June 30, 2021, an increase of 45 million from the twelve months ended March 31, 2021. This includes 912 million consumers in China1and 265 million consumers overseas served by Lazada, AliExpress, Trendyol and Daraz.</li>\n <li><b>Income from operations</b>&nbsp;was RMB30,847 million (US$4,778 million), a decrease of 11% year-over-year.<b>Adjusted EBITDA</b>, a non-GAAP measurement, decreased 5% year-over-year to RMB48,628 million (US$7,532 million).<b>Adjusted EBITA</b>, a non-GAAP measurement, decreased 8% year-over-year to RMB41,731 million (US$6,463 million). The year-over-year decreases were primarily due to our investments in strategic areas to capture incremental opportunities, such as Community Marketplaces, Taobao Deals, Local Consumer Services and Lazada, as well as our increased spending on growth initiatives within China retail marketplaces, such as Idle Fish and Taobao Live, and our support to merchants.</li>\n <li><b>Net income attributable to ordinary shareholders</b>&nbsp;was RMB45,141 million (US$6,991 million),and<b>net income</b>was RMB42,835 million (US$6,634 million).<b>Non-GAAP net income</b>&nbsp;was RMB43,441 million (US$6,728 million), an increase of 10% year-over-year, mainly due to an increase in share of profit of equity method investees.</li>\n <li><b>Diluted earnings per ADS</b>&nbsp;was RMB16.38 (US$2.54) and<b>diluted earnings per share</b>was RMB2.05 (US$0.32 or HK$2.46).<b>Non-GAAP diluted earnings per ADS</b>was RMB16.60 (US$2.57), an increase of 12% year-over-year and<b>non-GAAP diluted earnings per share</b>was RMB2.08 (US$0.32 or HK$2.50), an increase of 12% year-over-year.</li>\n <li><b>Net cashprovided by operating activities</b>&nbsp;was RMB33,603 million (US$5,204 million).<b>Non-GAAP free cash flow</b>was RMB20,683 million (US$3,203 million), a decrease compared to RMB36,570 million in the same quarter of 2020, mainly due to the partial settlement in the amount of RMB9,114 million (US$1,412 million) of the RMB18,228 million fine levied earlier this year by China’s State Administration for Market Regulation pursuant to China’s Anti-monopoly Law (the “Anti-monopoly Fine”) and a decrease in profit as a result of our investments in key strategic areas.</li>\n</ul>\n<p><img src=\"https://static.tigerbbs.com/11aa08a1ccb4f80e6867c7e7631297c8\" tg-width=\"719\" tg-height=\"863\" referrerpolicy=\"no-referrer\"></p>\n<p><b>China Retail Marketplaces</b></p>\n<p>In June 2021, Alibaba's China retail marketplaces had 939 million mobile MAUs, representing a quarterly net increase of 14 million.</p>\n<p><b>Cloud Computing</b></p>\n<p>In the June 2021 quarter, our cloud computing revenue grew 29% year-over-year to RMB16,051 million (US$2,486 million), primarily driven by robust growth in revenue from customers in the Internet, financial services and retail industries.</p>\n<p><b>Cash Flow from Operating Activities and Free Cash Flow</b></p>\n<p>In the quarter ended June 30, 2021, net cash provided by operating activities was RMB33,603 million (US$5,204 million), a decrease compared to RMB50,099 million in the same quarter of 2020. Free cash flow, a non-GAAP measurement of liquidity, decreased to RMB20,683 million (US$3,203 million), from RMB36,570 million in the same quarter of 2020. The year-over-year decreases were mainly due to the partial settlement in the amount of RMB9,114 million (US$1,412 million) of the RMB18,228 million Anti-monopoly Fine and a decrease in profit as a result of our investments in key strategic areas. A reconciliation of net cash provided by operating activities to free cash flow is included at the end of this results announcement.</p>\n<p><b>Increasing Share Repurchases</b></p>\n<p>Since April 1, 2021 and through the publication of this results announcement, we repurchased approximately 18.1 million of our ADSs (the equivalent of approximately 144.5 million of our ordinary shares) for approximately US$3,680 million under our share repurchase program. In addition, on August 2, 2021, our board of directors authorized the Company to upsize our Company's share repurchase program from US$10 billion to US$15 billion. This share repurchase program will be effective through the end of 2022.</p>\n<p><img src=\"https://static.tigerbbs.com/58bf53593de78f5f6e4fa1096d7aae94\" tg-width=\"757\" tg-height=\"793\" referrerpolicy=\"no-referrer\"></p>\n<p>We are increasing our share repurchase program from US$10 billion to US$15 billion, the largest share repurchase program in the Company’s history, because we are confident of our long-term growth prospects. Our net cash position remains strong and we have repurchased approximately US$3.7 billion of our ADSs since April 1, 2021.”</p>\n<p>In June 2021, our China retail marketplaces had 939 million mobile MAUs, representing a quarterly net increase of 14 million. We continue to increase penetration in less-developed areas, reflecting our success in broadening product offerings to meet diverse consumer demand.</p>\n<p>“Alibaba started the new fiscal year by delivering a healthy quarter. For the June quarter, global annual active consumers across the Alibaba Ecosystem reached 1.18 billion, an increase of 45 million from the March quarter, which includes 912 million consumers in China. Over more than twenty years of growth, we have developed a company that spans across both consumer and industrial Internet, with multiple engines driving our long-term growth,” said Daniel Zhang, Chairman and Chief Executive Officer of Alibaba Group. “We believe in the growth of the Chinese economy and long-term value creation of Alibaba, and we will continue to strengthen our technology advantage in improving the consumer experience and helping our enterprise customers to accomplish successful digital transformations.”</p>\n<p>“We delivered strong revenue growth of 34% year-over-year. As we said in last quarter's results announcement, we are investing our excess profits and additional capital to support our merchants and invest in strategic areas to better serve customers and penetrate into new addressable markets,” said Maggie Wu, Chief Financial Officer of Alibaba Group. “We are increasing our share repurchase program from US$10 billion to US$15 billion, the largest share repurchase program in the Company’s history, because we are confident of our long-term growth prospects. Our net cash position remains strong and we have repurchased approximately US$3.7 billion of our ADSs since April 1, 2021.”</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169635195","content_text":"(August 3) Alibaba posted financial result in premarket, which showed that:\nAlibaba Q1 revenue RMB205.74 bln vs. RMB153.75 bln a year ago; FactSet consensus RMB209.11 bln.\nAlibaba Q1 adj. EPS RMB16.60 vs. RMB14.82 a year ago; FactSet consensus RMB14.33.\nBUSINESS HIGHLIGHTS\nIn the quarter ended June 30, 2021:\n\nRevenue was RMB205,740 million (US$31,865 million), an increase of 34% year-over-year. Excluding the consolidation of Sun Art, our revenue would have grown 22% year-over-year to RMB187,306 million (US$29,010 million).\nAnnual active consumersof the Alibaba Ecosystem across the world reached approximately 1.18 billion for the twelve months ended June 30, 2021, an increase of 45 million from the twelve months ended March 31, 2021. This includes 912 million consumers in China1and 265 million consumers overseas served by Lazada, AliExpress, Trendyol and Daraz.\nIncome from operations was RMB30,847 million (US$4,778 million), a decrease of 11% year-over-year.Adjusted EBITDA, a non-GAAP measurement, decreased 5% year-over-year to RMB48,628 million (US$7,532 million).Adjusted EBITA, a non-GAAP measurement, decreased 8% year-over-year to RMB41,731 million (US$6,463 million). The year-over-year decreases were primarily due to our investments in strategic areas to capture incremental opportunities, such as Community Marketplaces, Taobao Deals, Local Consumer Services and Lazada, as well as our increased spending on growth initiatives within China retail marketplaces, such as Idle Fish and Taobao Live, and our support to merchants.\nNet income attributable to ordinary shareholders was RMB45,141 million (US$6,991 million),andnet incomewas RMB42,835 million (US$6,634 million).Non-GAAP net income was RMB43,441 million (US$6,728 million), an increase of 10% year-over-year, mainly due to an increase in share of profit of equity method investees.\nDiluted earnings per ADS was RMB16.38 (US$2.54) anddiluted earnings per sharewas RMB2.05 (US$0.32 or HK$2.46).Non-GAAP diluted earnings per ADSwas RMB16.60 (US$2.57), an increase of 12% year-over-year andnon-GAAP diluted earnings per sharewas RMB2.08 (US$0.32 or HK$2.50), an increase of 12% year-over-year.\nNet cashprovided by operating activities was RMB33,603 million (US$5,204 million).Non-GAAP free cash flowwas RMB20,683 million (US$3,203 million), a decrease compared to RMB36,570 million in the same quarter of 2020, mainly due to the partial settlement in the amount of RMB9,114 million (US$1,412 million) of the RMB18,228 million fine levied earlier this year by China’s State Administration for Market Regulation pursuant to China’s Anti-monopoly Law (the “Anti-monopoly Fine”) and a decrease in profit as a result of our investments in key strategic areas.\n\n\nChina Retail Marketplaces\nIn June 2021, Alibaba's China retail marketplaces had 939 million mobile MAUs, representing a quarterly net increase of 14 million.\nCloud Computing\nIn the June 2021 quarter, our cloud computing revenue grew 29% year-over-year to RMB16,051 million (US$2,486 million), primarily driven by robust growth in revenue from customers in the Internet, financial services and retail industries.\nCash Flow from Operating Activities and Free Cash Flow\nIn the quarter ended June 30, 2021, net cash provided by operating activities was RMB33,603 million (US$5,204 million), a decrease compared to RMB50,099 million in the same quarter of 2020. Free cash flow, a non-GAAP measurement of liquidity, decreased to RMB20,683 million (US$3,203 million), from RMB36,570 million in the same quarter of 2020. The year-over-year decreases were mainly due to the partial settlement in the amount of RMB9,114 million (US$1,412 million) of the RMB18,228 million Anti-monopoly Fine and a decrease in profit as a result of our investments in key strategic areas. A reconciliation of net cash provided by operating activities to free cash flow is included at the end of this results announcement.\nIncreasing Share Repurchases\nSince April 1, 2021 and through the publication of this results announcement, we repurchased approximately 18.1 million of our ADSs (the equivalent of approximately 144.5 million of our ordinary shares) for approximately US$3,680 million under our share repurchase program. In addition, on August 2, 2021, our board of directors authorized the Company to upsize our Company's share repurchase program from US$10 billion to US$15 billion. This share repurchase program will be effective through the end of 2022.\n\nWe are increasing our share repurchase program from US$10 billion to US$15 billion, the largest share repurchase program in the Company’s history, because we are confident of our long-term growth prospects. Our net cash position remains strong and we have repurchased approximately US$3.7 billion of our ADSs since April 1, 2021.”\nIn June 2021, our China retail marketplaces had 939 million mobile MAUs, representing a quarterly net increase of 14 million. We continue to increase penetration in less-developed areas, reflecting our success in broadening product offerings to meet diverse consumer demand.\n“Alibaba started the new fiscal year by delivering a healthy quarter. For the June quarter, global annual active consumers across the Alibaba Ecosystem reached 1.18 billion, an increase of 45 million from the March quarter, which includes 912 million consumers in China. Over more than twenty years of growth, we have developed a company that spans across both consumer and industrial Internet, with multiple engines driving our long-term growth,” said Daniel Zhang, Chairman and Chief Executive Officer of Alibaba Group. “We believe in the growth of the Chinese economy and long-term value creation of Alibaba, and we will continue to strengthen our technology advantage in improving the consumer experience and helping our enterprise customers to accomplish successful digital transformations.”\n“We delivered strong revenue growth of 34% year-over-year. As we said in last quarter's results announcement, we are investing our excess profits and additional capital to support our merchants and invest in strategic areas to better serve customers and penetrate into new addressable markets,” said Maggie Wu, Chief Financial Officer of Alibaba Group. “We are increasing our share repurchase program from US$10 billion to US$15 billion, the largest share repurchase program in the Company’s history, because we are confident of our long-term growth prospects. Our net cash position remains strong and we have repurchased approximately US$3.7 billion of our ADSs since April 1, 2021.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":488,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":809511345,"gmtCreate":1627378302787,"gmtModify":1633765576731,"author":{"id":"3582021867480513","authorId":"3582021867480513","name":"Tianlin","avatar":"https://static.tigerbbs.com/e3e04fe5fc564ce505bda1070e23abb7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582021867480513","authorIdStr":"3582021867480513"},"themes":[],"htmlText":"please like","listText":"please like","text":"please like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/809511345","repostId":"2154899497","repostType":4,"repost":{"id":"2154899497","kind":"highlight","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":1627377481,"share":"https://www.laohu8.com/m/news/2154899497?lang=&edition=full","pubTime":"2021-07-27 17:18","market":"us","language":"en","title":"7 Stocks To Watch For July 27, 2021","url":"https://stock-news.laohu8.com/highlight/detail?id=2154899497","media":"Benzinga","summary":"Some of the stocks that may grab investor focus today are:\n\tWall Street expects  General Electric Company (NYSE: GE) to report quarterly earnings at $0.04 per share on revenue of $18.13 billion before the opening bell. GE shares rose 0.8% to $13.02 in after-hours trading.\n","content":"<p>Some of the stocks that may grab investor focus today are:</p>\n<ul>\n <li>Wall Street expects <b>General Electric Company</b> (NYSE:GE) to report quarterly earnings at $0.04 per share on revenue of $18.13 billion before the opening bell. GE shares rose 0.8% to $13.02 in after-hours trading.</li>\n <li>Analysts are expecting <b>Apple Inc</b> (NASDAQ:AAPL) to have earned $1.00 per share on revenue of $72.93 billion for the latest quarter. The company will release earnings after the markets close. Apple shares gained 0.2% to $149.26 in after-hours trading.</li>\n <li><b>Tesla Inc</b> (NASDAQ:TSLA) reported stronger-than-expected results for its second quarter on Monday. Total vehicle production totaled 206,421, up 151% year over year. Deliveries in the second quarter were up 121% year-over-year to 201,304. Tesla shares gained 1% to $664.16 in the after-hours trading session.</li>\n</ul>\n<ul>\n <li>After the closing bell, <b>Alphabet Inc</b> (NASDAQ:GOOGL) is projected to post quarterly earnings at $19.21 per share on revenue of $56.02 billion. Alphabet shares gained 0.5% to $2,694.00 in after-hours trading.</li>\n <li>Analysts expect <b><a href=\"https://laohu8.com/S/MMM\">3M</a> Co</b> (NYSE:MMM) to report quarterly earnings at $2.26 per share on revenue of $8.55 billion before the opening bell. 3M shares slipped 0.1% to $201.50 in after-hours trading.</li>\n <li><b>F5 Networks</b> (NASDAQ:FFIV) reported upbeat results for its third quarter. The company also said it sees Q4 adjusted earnings of $2.68 to $2.80 per share on sales of $660 million to $680 million. F5 Networks shares surged 6.1% to $204.27 in the after-hours trading session.</li>\n <li>Analysts expect <b>Microsoft Corporation</b> (NASDAQ:MSFT) to post quarterly earnings at $1.90 per share on revenue of $44.10 billion after the closing bell. Microsoft shares rose 0.2% to $289.62 in after-hours trading.</li>\n</ul>","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>7 Stocks To Watch For July 27, 2021</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\">\n7 Stocks To Watch For July 27, 2021\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-07-27 17:18</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Some of the stocks that may grab investor focus today are:</p>\n<ul>\n <li>Wall Street expects <b>General Electric Company</b> (NYSE:GE) to report quarterly earnings at $0.04 per share on revenue of $18.13 billion before the opening bell. GE shares rose 0.8% to $13.02 in after-hours trading.</li>\n <li>Analysts are expecting <b>Apple Inc</b> (NASDAQ:AAPL) to have earned $1.00 per share on revenue of $72.93 billion for the latest quarter. The company will release earnings after the markets close. Apple shares gained 0.2% to $149.26 in after-hours trading.</li>\n <li><b>Tesla Inc</b> (NASDAQ:TSLA) reported stronger-than-expected results for its second quarter on Monday. Total vehicle production totaled 206,421, up 151% year over year. Deliveries in the second quarter were up 121% year-over-year to 201,304. Tesla shares gained 1% to $664.16 in the after-hours trading session.</li>\n</ul>\n<ul>\n <li>After the closing bell, <b>Alphabet Inc</b> (NASDAQ:GOOGL) is projected to post quarterly earnings at $19.21 per share on revenue of $56.02 billion. Alphabet shares gained 0.5% to $2,694.00 in after-hours trading.</li>\n <li>Analysts expect <b><a href=\"https://laohu8.com/S/MMM\">3M</a> Co</b> (NYSE:MMM) to report quarterly earnings at $2.26 per share on revenue of $8.55 billion before the opening bell. 3M shares slipped 0.1% to $201.50 in after-hours trading.</li>\n <li><b>F5 Networks</b> (NASDAQ:FFIV) reported upbeat results for its third quarter. The company also said it sees Q4 adjusted earnings of $2.68 to $2.80 per share on sales of $660 million to $680 million. F5 Networks shares surged 6.1% to $204.27 in the after-hours trading session.</li>\n <li>Analysts expect <b>Microsoft Corporation</b> (NASDAQ:MSFT) to post quarterly earnings at $1.90 per share on revenue of $44.10 billion after the closing bell. Microsoft shares rose 0.2% to $289.62 in after-hours trading.</li>\n</ul>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MMM":"3M","09086":"华夏纳指-U","GE":"GE航空航天","QNETCN":"纳斯达克中美互联网老虎指数","GOOG":"谷歌","TSLA":"特斯拉","03086":"华夏纳指","FFIV":"F5 Inc"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2154899497","content_text":"Some of the stocks that may grab investor focus today are:\n\nWall Street expects General Electric Company (NYSE:GE) to report quarterly earnings at $0.04 per share on revenue of $18.13 billion before the opening bell. GE shares rose 0.8% to $13.02 in after-hours trading.\nAnalysts are expecting Apple Inc (NASDAQ:AAPL) to have earned $1.00 per share on revenue of $72.93 billion for the latest quarter. The company will release earnings after the markets close. Apple shares gained 0.2% to $149.26 in after-hours trading.\nTesla Inc (NASDAQ:TSLA) reported stronger-than-expected results for its second quarter on Monday. Total vehicle production totaled 206,421, up 151% year over year. Deliveries in the second quarter were up 121% year-over-year to 201,304. Tesla shares gained 1% to $664.16 in the after-hours trading session.\n\n\nAfter the closing bell, Alphabet Inc (NASDAQ:GOOGL) is projected to post quarterly earnings at $19.21 per share on revenue of $56.02 billion. Alphabet shares gained 0.5% to $2,694.00 in after-hours trading.\nAnalysts expect 3M Co (NYSE:MMM) to report quarterly earnings at $2.26 per share on revenue of $8.55 billion before the opening bell. 3M shares slipped 0.1% to $201.50 in after-hours trading.\nF5 Networks (NASDAQ:FFIV) reported upbeat results for its third quarter. The company also said it sees Q4 adjusted earnings of $2.68 to $2.80 per share on sales of $660 million to $680 million. F5 Networks shares surged 6.1% to $204.27 in the after-hours trading session.\nAnalysts expect Microsoft Corporation (NASDAQ:MSFT) to post quarterly earnings at $1.90 per share on revenue of $44.10 billion after the closing bell. Microsoft shares rose 0.2% to $289.62 in after-hours trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":602,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":801176561,"gmtCreate":1627492674453,"gmtModify":1633764460264,"author":{"id":"3582021867480513","authorId":"3582021867480513","name":"Tianlin","avatar":"https://static.tigerbbs.com/e3e04fe5fc564ce505bda1070e23abb7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582021867480513","authorIdStr":"3582021867480513"},"themes":[],"htmlText":"pls like","listText":"pls like","text":"pls like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/801176561","repostId":"1179923360","repostType":4,"isVote":1,"tweetType":1,"viewCount":1035,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":145465306,"gmtCreate":1626238645905,"gmtModify":1633928718162,"author":{"id":"3582021867480513","authorId":"3582021867480513","name":"Tianlin","avatar":"https://static.tigerbbs.com/e3e04fe5fc564ce505bda1070e23abb7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582021867480513","authorIdStr":"3582021867480513"},"themes":[],"htmlText":"!!","listText":"!!","text":"!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/145465306","repostId":"2151560584","repostType":4,"isVote":1,"tweetType":1,"viewCount":56,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":898008585,"gmtCreate":1628438368647,"gmtModify":1633747140204,"author":{"id":"3582021867480513","authorId":"3582021867480513","name":"Tianlin","avatar":"https://static.tigerbbs.com/e3e04fe5fc564ce505bda1070e23abb7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582021867480513","authorIdStr":"3582021867480513"},"themes":[],"htmlText":"pls like","listText":"pls like","text":"pls like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/898008585","repostId":"2157901414","repostType":4,"isVote":1,"tweetType":1,"viewCount":584,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":176931032,"gmtCreate":1626852852826,"gmtModify":1633770401842,"author":{"id":"3582021867480513","authorId":"3582021867480513","name":"Tianlin","avatar":"https://static.tigerbbs.com/e3e04fe5fc564ce505bda1070e23abb7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582021867480513","authorIdStr":"3582021867480513"},"themes":[],"htmlText":"please like!","listText":"please like!","text":"please like!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/176931032","repostId":"1199993483","repostType":4,"isVote":1,"tweetType":1,"viewCount":129,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":147919250,"gmtCreate":1626326436270,"gmtModify":1633927823197,"author":{"id":"3582021867480513","authorId":"3582021867480513","name":"Tianlin","avatar":"https://static.tigerbbs.com/e3e04fe5fc564ce505bda1070e23abb7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582021867480513","authorIdStr":"3582021867480513"},"themes":[],"htmlText":"please like","listText":"please like","text":"please like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/147919250","repostId":"1122873304","repostType":4,"repost":{"id":"1122873304","kind":"news","pubTimestamp":1626320892,"share":"https://www.laohu8.com/m/news/1122873304?lang=&edition=full","pubTime":"2021-07-15 11:48","market":"us","language":"en","title":"Inflation: The Next Stage Of The Global Financial Crisis 2007-2031","url":"https://stock-news.laohu8.com/highlight/detail?id=1122873304","media":"zerohedge","summary":"“The evil that men do lives after them; the good is oft interred with their bones; so be it with Caesar.”“Oh, that’s nothing to worry about, the central banks have no choice but to keep juicing markets”…The market is so focused on the short-term and ignoring the consequences of the last 10 years of QE, monetary experimentation and easy rates, that its blundering into the next crisis. Inflation matters, and has jumped from financial assets into the real economy.I should warn readers this morning’","content":"<p><i>“The evil that men do lives after them; the good is oft interred with their bones; so be it with Caesar.”</i></p>\n<p><b><i>What Inflation? “Oh, that’s nothing to worry about, the central banks have no choice but to keep juicing markets”… The market is so focused on the short-term and ignoring the consequences of the last 10 years of QE, monetary experimentation and easy rates, that its blundering into the next crisis. Inflation matters, and has jumped from financial assets into the real economy.</i></b></p>\n<p><i>I should warn readers this morning’s porridge is going to be yet another of my irregular notes on how the Global Financial Crisis (“GFC”) which began in 2007 is still with us.. We’re just moving on to a new stage… Enjoy Chapter 384 of&nbsp;The Fall of Money – The GFC: 2007-2031.</i></p>\n<p>This morning – What inflation?</p>\n<p>Huh? Last week the market convinced itself inflation&nbsp;<i><u>apparently</u></i>wasn’t an issue. Yield curves flattened, bonds tightened, and even though stocks were anticipating the best-ever-earnings-season, there was&nbsp;<i><u>absolutely</u></i>&nbsp;nothing to worry about in terms of rising prices… Apparently…</p>\n<p><b>Apparently</b>and&nbsp;<b>Absolutely</b>&nbsp;are two very dangerous words in finance… They raise the likelihood you’ve got it completely wrong, ie:&nbsp;<i>Apparently</i>&nbsp;you couldn’t lose, but you did… Returns were&nbsp;<i>Absolutely</i>guaranteed.. till the company went burst.</p>\n<p>As we’ve learn’t this morning UK Inflation has risen to 2.5% – raising the prospect of a letter from the Bank explaining why. The headline US CPI data yesterday was even stronger – 5.4% yoy, and 0.9% over the last month! That’s not quite Zimbabwe but… you get the drift… When it happens in Europe… well the Germans are going to have a monumental hissy fit. (Top investment tip: stay long wheelbarrows.)</p>\n<p>Inflation matters. Its critical to bonds and long-term returns. The market should look like it’s been slapped with the Wet-Halibut of Rampant Inflation, but, it doesn’t seem to have learnt the lesson. This morning, the financial-commentariat is awash with analysis of how the Fed, BoE and ECB will all hold off from any hint of “taper” response to inflation, in order to keep frothy markets from collapsing.</p>\n<p>Fed-Watching used to be the delicate art of understanding the indecipherable nuances of Fed-Speak, forensically dissecting the commentary and numbers and drawing conclusions based on a clear understanding of what was left unsaid and the Fed’s mandate.</p>\n<p>Not today.</p>\n<p>Fed watching today is about understanding how Jerome Powell and his merry gang are now hamstrung and tripping over themselves about not spooking markets over rate rises, taper-talk or doing anything that might unwind what they’ve being doing the last 12 years – frothing markets with unlimited QE, inappropriate rates, regulation and spin.</p>\n<p><b>The brutal reality is the Central Bankers,&nbsp;</b><b><i>who are all honourable men and women</i></b><b>, understand the levers they pull no longer function as they once did. Why? Well, these honourable men and women have broken the system as a consequence of their actions. Oops. Now they have no choice but to follow.. which means trouble ahead until the global financial system can be resolved.</b></p>\n<p>The start reality is Central Banks have no answer to inflation except to hope and carry on. They are caught between the Scylla of Inflation and the Charybdis of a market collapse. Eek! Which is why so many analysts are confident the markets will win out and keep going higher – because central banks have little choice but to go with it and keep up the stimulus.</p>\n<p><b>Most of the market is fixated on what the S&amp;P does this afternoon, what new high the NASDAQ will make this month, or where Amazon is going to top this quarter. They have the vision of a blind man when it comes to anything much beyond the end of their one-year time horizon. Even the bond market seems blind.</b></p>\n<p>The reality is investment should be about the long term. If you ignore the future in favour of short-term gains its makes it very easy to dismiss the evidence… that inflation is actually a very, very real issue..</p>\n<p>Lots of smart non-financial assets funds do understand that, and see just how horribly distorted markets have become. That’s why they are so keen to diversify out of corrupted financial assets and into real assets – the hot part of the market (and what I’ve been doing in Alternative Assets for the last 12 years.)</p>\n<p>Going back to inflation, the outlook is complex – another reason such a large part of the financial blogosphere is ignoring it. For instance; it’s possible to argue the rise in commodity prices is a factor of hoarding; manufacturers anticipating a surge Covid recovery and preparing for massive post-pandemic demand. The spikes in commodities from Copper to Lumber are now in reverse – supporting the market’s contention the inflation number is something of an overshoot.</p>\n<p><b>Oil is an outlier.</b>OPEC is a monopoly price setter, but is going through yet another of its periodic organisational crisis resulting in a spike that’s proving difficult to hedge. Owning oil is not a pleasant outcome for anyone – as we saw last year when traders found themselves owning negative priced oil when storage was unavailable.</p>\n<p>Some of the important underlying trends in the economy – like used cars, where prices are rising. It hints that its details of specific inflation factors in each price that are important. Cars are a good example – we’re all aware of the global shortage of chips enabling car makers to cut production and create scarcity, pushing up new car prices, dragging second hand values higher as consumers seek alternatives. &nbsp;On the other hand – new car prices have been rising for years, with higher costs “justified” by the increasing amount of tech junk put into cars.. As the EU announces it will outlaw new ICE (internal combustion engine) vehicles by 2040, I wonder if we are going to see a new counter-trend develop.</p>\n<p>To explain, consider the Land Rover:</p>\n<ul>\n <li>A 10 year-old low milage, full service history, Range Rover in immaculate condition may be worth £16k. A 20 year battered Defender with zero documents is worth £32k! But you can fix it with Gaffa Tape, WD40 and a hammer. (If it moves and shouldn’t: Gaffa tape it. If it still moves; more Gaffa tape. If it doesn’t move: WD40 and persuade it with a hammer.)</li>\n</ul>\n<p><b>However, inflation complacency may be the least of Central Bank worries. You may have spotted an increasing number of breathless articles from around the globe on House Price Inflation.</b></p>\n<p>Everywhere on the planet the affluent classes – those with savings, who’ve done well from lockdown, and already on the property ladder – have been driving an uptick in property. Its debt fuelled and an illiquid market – no one sells till they see what they want to buy, and the ladder is actually a pyramid, with fewer assets on each successively higher rung.</p>\n<p>The result is record home prices nearly everywhere. This week Powell and US Treasury Sec Janet Yellen are going to chat about it at the Financial Stability Oversight Council – a body setup post Global Financial Crisis (“GFC”) in 2010 to identify excessive risks to the US Financial System. About time.. Housing is more frothy than 2007 according to the Case-Shiller US property value index. (Incidentally… so is just about any other market…but, I;ve said that many times before..)</p>\n<p>Rightly, Janet and Jerome are concerned a second housing bubble bursting could shake the foundations of finance… again. However, this time will be different. The housing market is not vulnerable to a massive number of low-credit-score mortgagees defaulting, but to a large number of affluent middle classes suddenly finding themselves financial stretched, on a rung of the ladder they can’t afford, and sitting on negative equity when the bubble bursts.</p>\n<p>In the UK, we live with negative equity. In the US, you walk away. Whatever, these consumers consume less.</p>\n<p>The structure of the market has also changed. Banks don’t lend anymore. They broke their risks off to the investment sector. In the case of US mortgages – back to government through the Mortgage Backed Bond buyback schemes, and to the non-bank financial institutions than now finance, originate and service mortgages…</p>\n<p><b>This is going to be the really big problem of the next stage of the Global Financial Crisis 2007-2031.</b>Real Assets! Smart money has been loading up on real assets on the basis they are decorrelated from the increasingly corrupted financial asset sector, but they reality is real assets from property, private equity, secured lending, aircraft, shipping, you-name-it, is now getting just as frothy as a result of all that inflation tied up in financial assets now spilling into the real economy…</p>\n<p><b>Financial Asset Inflation has infected the real economy….</b></p>\n<p>Time to think again… All these honourable men and women in Central Banks must dread Caesar’s ghost coming back to haunt the monetary experiment they started in 2010 going so badly wrong…</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>Inflation: The Next Stage Of The Global Financial Crisis 2007-2031</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\">\nInflation: The Next Stage Of The Global Financial Crisis 2007-2031\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-15 11:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/markets/inflation-next-stage-global-financial-crisis-2007-2031><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>“The evil that men do lives after them; the good is oft interred with their bones; so be it with Caesar.”\nWhat Inflation? “Oh, that’s nothing to worry about, the central banks have no choice but to ...</p>\n\n<a href=\"https://www.zerohedge.com/markets/inflation-next-stage-global-financial-crisis-2007-2031\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite","SPY":"标普500ETF",".DJI":"道琼斯"},"source_url":"https://www.zerohedge.com/markets/inflation-next-stage-global-financial-crisis-2007-2031","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122873304","content_text":"“The evil that men do lives after them; the good is oft interred with their bones; so be it with Caesar.”\nWhat Inflation? “Oh, that’s nothing to worry about, the central banks have no choice but to keep juicing markets”… The market is so focused on the short-term and ignoring the consequences of the last 10 years of QE, monetary experimentation and easy rates, that its blundering into the next crisis. Inflation matters, and has jumped from financial assets into the real economy.\nI should warn readers this morning’s porridge is going to be yet another of my irregular notes on how the Global Financial Crisis (“GFC”) which began in 2007 is still with us.. We’re just moving on to a new stage… Enjoy Chapter 384 of The Fall of Money – The GFC: 2007-2031.\nThis morning – What inflation?\nHuh? Last week the market convinced itself inflation apparentlywasn’t an issue. Yield curves flattened, bonds tightened, and even though stocks were anticipating the best-ever-earnings-season, there was absolutely nothing to worry about in terms of rising prices… Apparently…\nApparentlyand Absolutely are two very dangerous words in finance… They raise the likelihood you’ve got it completely wrong, ie: Apparently you couldn’t lose, but you did… Returns were Absolutelyguaranteed.. till the company went burst.\nAs we’ve learn’t this morning UK Inflation has risen to 2.5% – raising the prospect of a letter from the Bank explaining why. The headline US CPI data yesterday was even stronger – 5.4% yoy, and 0.9% over the last month! That’s not quite Zimbabwe but… you get the drift… When it happens in Europe… well the Germans are going to have a monumental hissy fit. (Top investment tip: stay long wheelbarrows.)\nInflation matters. Its critical to bonds and long-term returns. The market should look like it’s been slapped with the Wet-Halibut of Rampant Inflation, but, it doesn’t seem to have learnt the lesson. This morning, the financial-commentariat is awash with analysis of how the Fed, BoE and ECB will all hold off from any hint of “taper” response to inflation, in order to keep frothy markets from collapsing.\nFed-Watching used to be the delicate art of understanding the indecipherable nuances of Fed-Speak, forensically dissecting the commentary and numbers and drawing conclusions based on a clear understanding of what was left unsaid and the Fed’s mandate.\nNot today.\nFed watching today is about understanding how Jerome Powell and his merry gang are now hamstrung and tripping over themselves about not spooking markets over rate rises, taper-talk or doing anything that might unwind what they’ve being doing the last 12 years – frothing markets with unlimited QE, inappropriate rates, regulation and spin.\nThe brutal reality is the Central Bankers, who are all honourable men and women, understand the levers they pull no longer function as they once did. Why? Well, these honourable men and women have broken the system as a consequence of their actions. Oops. Now they have no choice but to follow.. which means trouble ahead until the global financial system can be resolved.\nThe start reality is Central Banks have no answer to inflation except to hope and carry on. They are caught between the Scylla of Inflation and the Charybdis of a market collapse. Eek! Which is why so many analysts are confident the markets will win out and keep going higher – because central banks have little choice but to go with it and keep up the stimulus.\nMost of the market is fixated on what the S&P does this afternoon, what new high the NASDAQ will make this month, or where Amazon is going to top this quarter. They have the vision of a blind man when it comes to anything much beyond the end of their one-year time horizon. Even the bond market seems blind.\nThe reality is investment should be about the long term. If you ignore the future in favour of short-term gains its makes it very easy to dismiss the evidence… that inflation is actually a very, very real issue..\nLots of smart non-financial assets funds do understand that, and see just how horribly distorted markets have become. That’s why they are so keen to diversify out of corrupted financial assets and into real assets – the hot part of the market (and what I’ve been doing in Alternative Assets for the last 12 years.)\nGoing back to inflation, the outlook is complex – another reason such a large part of the financial blogosphere is ignoring it. For instance; it’s possible to argue the rise in commodity prices is a factor of hoarding; manufacturers anticipating a surge Covid recovery and preparing for massive post-pandemic demand. The spikes in commodities from Copper to Lumber are now in reverse – supporting the market’s contention the inflation number is something of an overshoot.\nOil is an outlier.OPEC is a monopoly price setter, but is going through yet another of its periodic organisational crisis resulting in a spike that’s proving difficult to hedge. Owning oil is not a pleasant outcome for anyone – as we saw last year when traders found themselves owning negative priced oil when storage was unavailable.\nSome of the important underlying trends in the economy – like used cars, where prices are rising. It hints that its details of specific inflation factors in each price that are important. Cars are a good example – we’re all aware of the global shortage of chips enabling car makers to cut production and create scarcity, pushing up new car prices, dragging second hand values higher as consumers seek alternatives.  On the other hand – new car prices have been rising for years, with higher costs “justified” by the increasing amount of tech junk put into cars.. As the EU announces it will outlaw new ICE (internal combustion engine) vehicles by 2040, I wonder if we are going to see a new counter-trend develop.\nTo explain, consider the Land Rover:\n\nA 10 year-old low milage, full service history, Range Rover in immaculate condition may be worth £16k. A 20 year battered Defender with zero documents is worth £32k! But you can fix it with Gaffa Tape, WD40 and a hammer. (If it moves and shouldn’t: Gaffa tape it. If it still moves; more Gaffa tape. If it doesn’t move: WD40 and persuade it with a hammer.)\n\nHowever, inflation complacency may be the least of Central Bank worries. You may have spotted an increasing number of breathless articles from around the globe on House Price Inflation.\nEverywhere on the planet the affluent classes – those with savings, who’ve done well from lockdown, and already on the property ladder – have been driving an uptick in property. Its debt fuelled and an illiquid market – no one sells till they see what they want to buy, and the ladder is actually a pyramid, with fewer assets on each successively higher rung.\nThe result is record home prices nearly everywhere. This week Powell and US Treasury Sec Janet Yellen are going to chat about it at the Financial Stability Oversight Council – a body setup post Global Financial Crisis (“GFC”) in 2010 to identify excessive risks to the US Financial System. About time.. Housing is more frothy than 2007 according to the Case-Shiller US property value index. (Incidentally… so is just about any other market…but, I;ve said that many times before..)\nRightly, Janet and Jerome are concerned a second housing bubble bursting could shake the foundations of finance… again. However, this time will be different. The housing market is not vulnerable to a massive number of low-credit-score mortgagees defaulting, but to a large number of affluent middle classes suddenly finding themselves financial stretched, on a rung of the ladder they can’t afford, and sitting on negative equity when the bubble bursts.\nIn the UK, we live with negative equity. In the US, you walk away. Whatever, these consumers consume less.\nThe structure of the market has also changed. Banks don’t lend anymore. They broke their risks off to the investment sector. In the case of US mortgages – back to government through the Mortgage Backed Bond buyback schemes, and to the non-bank financial institutions than now finance, originate and service mortgages…\nThis is going to be the really big problem of the next stage of the Global Financial Crisis 2007-2031.Real Assets! Smart money has been loading up on real assets on the basis they are decorrelated from the increasingly corrupted financial asset sector, but they reality is real assets from property, private equity, secured lending, aircraft, shipping, you-name-it, is now getting just as frothy as a result of all that inflation tied up in financial assets now spilling into the real economy…\nFinancial Asset Inflation has infected the real economy….\nTime to think again… All these honourable men and women in Central Banks must dread Caesar’s ghost coming back to haunt the monetary experiment they started in 2010 going so badly wrong…","news_type":1},"isVote":1,"tweetType":1,"viewCount":150,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":177745554,"gmtCreate":1627263933178,"gmtModify":1633766757534,"author":{"id":"3582021867480513","authorId":"3582021867480513","name":"Tianlin","avatar":"https://static.tigerbbs.com/e3e04fe5fc564ce505bda1070e23abb7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582021867480513","authorIdStr":"3582021867480513"},"themes":[],"htmlText":"like pls","listText":"like pls","text":"like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/177745554","repostId":"1100772026","repostType":4,"isVote":1,"tweetType":1,"viewCount":1032,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":175151013,"gmtCreate":1627015830232,"gmtModify":1633768741378,"author":{"id":"3582021867480513","authorId":"3582021867480513","name":"Tianlin","avatar":"https://static.tigerbbs.com/e3e04fe5fc564ce505bda1070e23abb7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582021867480513","authorIdStr":"3582021867480513"},"themes":[],"htmlText":"pls like and comment","listText":"pls like and comment","text":"pls like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/175151013","repostId":"1164478982","repostType":4,"isVote":1,"tweetType":1,"viewCount":292,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":179184208,"gmtCreate":1626493499604,"gmtModify":1633926250738,"author":{"id":"3582021867480513","authorId":"3582021867480513","name":"Tianlin","avatar":"https://static.tigerbbs.com/e3e04fe5fc564ce505bda1070e23abb7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582021867480513","authorIdStr":"3582021867480513"},"themes":[],"htmlText":"like pls","listText":"like pls","text":"like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/179184208","repostId":"1198202103","repostType":4,"repost":{"id":"1198202103","kind":"news","pubTimestamp":1626481985,"share":"https://www.laohu8.com/m/news/1198202103?lang=&edition=full","pubTime":"2021-07-17 08:33","market":"us","language":"en","title":"Dow drops nearly 300 points on Friday, snaps 3-week winning streak","url":"https://stock-news.laohu8.com/highlight/detail?id=1198202103","media":"CNBC","summary":"U.S. stocks fell on Friday, pushing the Dow Jones Industrials Average into the red for the week, as ","content":"<div>\n<p>U.S. stocks fell on Friday, pushing the Dow Jones Industrials Average into the red for the week, as inflation fears overshadowed strong retail sales numbers and better-than-expected earnings reports.\n...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/15/stock-market-open-to-close-news.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>Dow drops nearly 300 points on Friday, snaps 3-week winning streak</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; 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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\">\nDow drops nearly 300 points on Friday, snaps 3-week winning streak\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-17 08:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/07/15/stock-market-open-to-close-news.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>U.S. stocks fell on Friday, pushing the Dow Jones Industrials Average into the red for the week, as inflation fears overshadowed strong retail sales numbers and better-than-expected earnings reports.\n...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/15/stock-market-open-to-close-news.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.cnbc.com/2021/07/15/stock-market-open-to-close-news.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1198202103","content_text":"U.S. stocks fell on Friday, pushing the Dow Jones Industrials Average into the red for the week, as inflation fears overshadowed strong retail sales numbers and better-than-expected earnings reports.\nThe Dow lost 299.17 points, or 0.86%, to close at 34,687.85. The S&P 500 dipped 0.75% to 4,327.16 and the Nasdaq Composite shed 0.8% to 14,427.24.\nThe three averages closed the week lower to each snap 3-week win streaks. The Dow ended the week down 0.52%, while the S&P 500 dipped 0.97% and the Nasdaq Composite fell 1.87% during the same period.\n\nA U.S.consumer sentimentindex from the University of Michigan came in at 80.8 for the first half of July, down from 85.5 last month and worse than estimates from economists, who projected an increase. The report released Friday showed inflation expectations rising, with consumers believing prices will increase 4.8% in the next year, the highest level since August 2008.\nThe Dow gave up its gains early Friday shortly after the University of Michigan report came out 30 minutes into the session. Losses increased as the day went on with major averages closing at the lows of the session.\nThe consumer sentiment weakness “is at face value hard to square with the acceleration in employment growth and the continued resilience of the stock market,” said Andrew Hunter, senior U.S. economist at Capital Economics, but the report “suggested that concerns over surging inflation are now outweighing those positive trends.”\nInflation fears\nThe market was held back all week by inflation fears although the S&P 500 and Dow did touch new all-time highs briefly. On Tuesday, theconsumer price indexshowed a 5.4% increase in June from a year ago, the fastest pace in nearly 13 years.\nStocks got off to a good start Friday with the Dow rising more than 100 points to above 35,000 shortly after the open.Data released before the bell showed retail and food service salesrose 0.6% in June, while economists surveyed by Dow Jones had expected a 0.4% decline. If that level held, it would have been the Dow’s first close ever above 35,000.\nDespite the week’s losses, the Dow is still up 13% for the year and sits just 1.15% from an all-time high. The S&P 500 is up 15% on the year and is 1.51% below its record level.\n“The market looks broadly fairly valued to me, with most stocks priced to provide a market rate of return plus or minus a few percent,” Bill Miller, chairman and chief investment officer of Miller Value Partners,said in an investor letter.\n“There are pockets of what look like appreciable over-valuation and pockets of significant undervaluation in the US market, in my opinion. We can find plenty of names to fill our portfolios and so remain fully invested,” the value investor added.\nEnergy correction\nEnergy stocks, the hottest part of the market in 2021, fell into correction territory on Friday as oil prices pulled back from their highs.\nThe Energy Select Sector SPDR Fund fell more than 2% on Friday, the worst of any group, dropping 14% from its high. Still, the sector is up about 28% in 2021, making it the top performer of any of the 11 main industry groups.\nWeaker performance from technology stocks also weighed on the market Friday. Shares of Apple closed 1.4% lower afternotching a record closejust two days prior. Netflix shares fell ahead of the streaming giant’s second-quarter earnings report next week.\nInvestors digested strong earnings results from the first major week of second-quarter reports. Though some of the nation’s largest companies posted healthy earnings and revenues amid the economic recovery, the reaction in the stock market has so far been muted.\nThe Financial Select Sector SPDR Fund ended the week 1.5% lower despite big profit growth numbers posted by the likes of JPMorgan Chase and Bank of America.\n“Good earnings might have become an excuse for some investors to take profit. And with earnings expectations so high in general, it takes a really big beat for a company to impress,” JJ Kinahan, TD Ameritrade chief market strategist, said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":404,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":170958212,"gmtCreate":1626401033436,"gmtModify":1633927087710,"author":{"id":"3582021867480513","authorId":"3582021867480513","name":"Tianlin","avatar":"https://static.tigerbbs.com/e3e04fe5fc564ce505bda1070e23abb7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582021867480513","authorIdStr":"3582021867480513"},"themes":[],"htmlText":"like pls&nbsp;","listText":"like pls&nbsp;","text":"like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/170958212","repostId":"1108771561","repostType":4,"repost":{"id":"1108771561","kind":"news","pubTimestamp":1626400504,"share":"https://www.laohu8.com/m/news/1108771561?lang=&edition=full","pubTime":"2021-07-16 09:55","market":"us","language":"en","title":"As Stocks Soar, Demand For Downside Risk Hedges Reaches Highest Since 2018","url":"https://stock-news.laohu8.com/highlight/detail?id=1108771561","media":"zerohedge","summary":"While Small Caps have taken a kickin' recently, the broad stock market continues to ascend Icarus-li","content":"<p>While Small Caps have taken a kickin' recently, the broad stock market continues to ascend Icarus-like to ever higher highs on a bed of global liquidity and hope-filled dreams of a return to an even more utopian (and profitable) normal.</p>\n<p>There's just one thing (well two actually, but more on that later)...</p>\n<p>As stocks have hit record-er and record-er highs recently, options traders have been buying puts (downside protection) with both hands and feet...</p>\n<p><img src=\"https://static.tigerbbs.com/42cb53a9d7aa49929f04ddb04a085483\" tg-width=\"944\" tg-height=\"558\"></p>\n<p><i>Source: Bloomberg</i></p>\n<p>As a result,<b>implied volatility in S&amp;P 500 puts that look three months out reached the highest level since 2018 relative to similar call contracts.</b></p>\n<p><img src=\"https://static.tigerbbs.com/e3ee2406fca907d778041bc08b83881e\" tg-width=\"965\" tg-height=\"531\"></p>\n<p><i>Source: Bloomberg</i></p>\n<p><b>Simply put, despite the appearance of price, investor anxiety is on the rise.</b></p>\n<p>As Susquehanna International Group’s&nbsp;Chris Murphy pointed out in a recent note, the worry is that, should the sentiment sour, correlation between shares that recently hit fresh lows will skyrocket, making stocks drop together at the same time.</p>\n<blockquote>\n <b>“Correlation is currently so low, but if that changes, then everything starts moving together and volatility could move up quickly and the S&amp;P could move to the downside,”</b>Murphy said.\"They’re pricing in that shift of correlation increasing.”\n</blockquote>\n<p><b>And implied correlation is starting to pick up off those near-record lows...</b></p>\n<p><img src=\"https://static.tigerbbs.com/324b173aa36ad5c8e237264958a5303a\" tg-width=\"965\" tg-height=\"528\"></p>\n<p><i>Source: Bloomberg</i></p>\n<p>Of course, one could argue that with downside risk so well hedged, the chances of a big plunge are reduced (or the magnitude of the drop), but we suspect that doesn't apply given the retail exposure in this rally, who have never experienced anything more than a 5% drop in their long and successful 12 month trading careers.</p>\n<p><b>And the other group that \"ain't buying it\" is bond investors</b>as yields have dramatically decoupled from equity markets' exuberance in recent months...</p>\n<p><img src=\"https://static.tigerbbs.com/6079a1f76f24396152b675605d5f3c75\" tg-width=\"965\" tg-height=\"534\"></p>\n<p><i>Source: Bloomberg</i></p>\n<p>It didn't end well for stocks last time...</p>\n<p><img src=\"https://static.tigerbbs.com/cc457c676d14e902be329fbe1bdb929b\" tg-width=\"965\" tg-height=\"535\"><i>Source: Bloomberg</i></p>\n<p>And with Powell admitting that The Fed is talking about the taper today, are options traders and bond traders sensing a catch down to reality for stocks?</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>As Stocks Soar, Demand For Downside Risk Hedges Reaches Highest Since 2018</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\">\nAs Stocks Soar, Demand For Downside Risk Hedges Reaches Highest Since 2018\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-16 09:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/markets/stocks-soar-demand-downside-risk-hedges-reachest-highest-2018><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>While Small Caps have taken a kickin' recently, the broad stock market continues to ascend Icarus-like to ever higher highs on a bed of global liquidity and hope-filled dreams of a return to an even ...</p>\n\n<a href=\"https://www.zerohedge.com/markets/stocks-soar-demand-downside-risk-hedges-reachest-highest-2018\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","SPY":"标普500ETF"},"source_url":"https://www.zerohedge.com/markets/stocks-soar-demand-downside-risk-hedges-reachest-highest-2018","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108771561","content_text":"While Small Caps have taken a kickin' recently, the broad stock market continues to ascend Icarus-like to ever higher highs on a bed of global liquidity and hope-filled dreams of a return to an even more utopian (and profitable) normal.\nThere's just one thing (well two actually, but more on that later)...\nAs stocks have hit record-er and record-er highs recently, options traders have been buying puts (downside protection) with both hands and feet...\n\nSource: Bloomberg\nAs a result,implied volatility in S&P 500 puts that look three months out reached the highest level since 2018 relative to similar call contracts.\n\nSource: Bloomberg\nSimply put, despite the appearance of price, investor anxiety is on the rise.\nAs Susquehanna International Group’s Chris Murphy pointed out in a recent note, the worry is that, should the sentiment sour, correlation between shares that recently hit fresh lows will skyrocket, making stocks drop together at the same time.\n\n“Correlation is currently so low, but if that changes, then everything starts moving together and volatility could move up quickly and the S&P could move to the downside,”Murphy said.\"They’re pricing in that shift of correlation increasing.”\n\nAnd implied correlation is starting to pick up off those near-record lows...\n\nSource: Bloomberg\nOf course, one could argue that with downside risk so well hedged, the chances of a big plunge are reduced (or the magnitude of the drop), but we suspect that doesn't apply given the retail exposure in this rally, who have never experienced anything more than a 5% drop in their long and successful 12 month trading careers.\nAnd the other group that \"ain't buying it\" is bond investorsas yields have dramatically decoupled from equity markets' exuberance in recent months...\n\nSource: Bloomberg\nIt didn't end well for stocks last time...\nSource: Bloomberg\nAnd with Powell admitting that The Fed is talking about the taper today, are options traders and bond traders sensing a catch down to reality for stocks?","news_type":1},"isVote":1,"tweetType":1,"viewCount":71,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":177131598,"gmtCreate":1627185615714,"gmtModify":1633767339184,"author":{"id":"3582021867480513","authorId":"3582021867480513","name":"Tianlin","avatar":"https://static.tigerbbs.com/e3e04fe5fc564ce505bda1070e23abb7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582021867480513","authorIdStr":"3582021867480513"},"themes":[],"htmlText":"like pls&nbsp;","listText":"like pls&nbsp;","text":"like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/177131598","repostId":"1112927800","repostType":4,"repost":{"id":"1112927800","kind":"news","pubTimestamp":1627089375,"share":"https://www.laohu8.com/m/news/1112927800?lang=&edition=full","pubTime":"2021-07-24 09:16","market":"us","language":"en","title":"Will NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1112927800","media":"seekingalpha","summary":"Let's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.NIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.NIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.Both companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV p","content":"<p><b>Summary</b></p>\n<ul>\n <li>Let's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.</li>\n <li>NIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.</li>\n <li>NIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2f749c70c8a2af3e18d5f6cecc72bfbb\" tg-width=\"1536\" tg-height=\"704\" referrerpolicy=\"no-referrer\"><span>ipopba/iStock via Getty Images</span></p>\n<p><b>Article Thesis</b></p>\n<p>NIO, Inc. (NIO) is one of China's leading EV players, and has, through an attractive brand and its unique BaaS offering, attracted a lot of interest from consumers and investors. Today, however, the company is still way smaller than Tesla (TSLA), which is currently leading the global EV market. NIO is focused on its home market right now, which was true when Tesla was a smaller company as well, but NIO will try to grab market share in overseas markets as well. Shares are pricing in a lot of growth already, but if NIO can replicate Tesla's success, that could be more than justified.</p>\n<p><b>NIO And TSLA Stock Prices</b></p>\n<p>Both companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV pureplays rise rapidly. The combination of growing market share for EVs, accommodating policies such as subsidies for EV purchases, and massive monetary stimulus let shares of NIO and TSLA rise rapidly. NIO is up 245% over the last year, while TSLA is up 101% over the same time. Both companies are currently trading below their all-time highs, however, which were hit in early 2021 before market sentiment for EV pureplays cooled to some degree.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5ff5ce865807df85283775d2293b41af\" tg-width=\"635\" tg-height=\"481\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p>\n<p>Taking a quick look at analyst price targets, we see that Tesla is trading almost perfectly in line with the consensus, whereas NIO trades about 30% below the analyst target. If the analyst community is right, then NIO is a substantially better investment right here, as Tesla is not expected to see its shares rise meaningfully over the next year, whereas NIO has significant upside to the analyst price target.</p>\n<p><b>Is NIO Similar To Tesla?</b></p>\n<p>The answer to that question depends on what you focus on. There are similarities between the two companies, but there are also differences. One could thus say that, in some ways, the two are similar, but in others, they are not. Let's look at a couple of things:</p>\n<p><b>Business Model</b></p>\n<p>Both companies are focused on the EV space, although Tesla has, over the years, been building out a couple of other businesses as well, such as energy storage. Most of Tesla's revenues are generated through selling electric vehicles, which is also how NIO operates. Both companies are focused on the premium segment of EVs, selling higher-priced vehicles that compete with brands such as BMW, Mercedes, and Lexus. Both companies offer a small range of different vehicles, in Tesla's case those are the well-known S, X, 3, and Y, whereas NIO offers a sedan (ET7), and three SUVs (EC6, ES6, ES8). Despite the fact that NIO is a way smaller company today, the model lineups of the two companies do thus not differ too much.</p>\n<p>Both companies offer some type of charging infrastructure to their customers, in Tesla's case, that's the Supercharger network, where Tesla owners can charge their cars with up to 250kW, depending on what version of Supercharger is installed. NIO is following a different approach, offering a battery-as-a-service solution to its customers. NIO owners can get their battery switched out to a fully-charged battery at NIO's stations, a process that takes a couple of minutes and is thus significantly quicker compared to the regular EV charging offered by Tesla and other EV players. BaaS thus has advantages when it comes to the time it takes for a charge/swap, but it should be noted that Tesla's Superchargers are way more common around the world compared to NIO's battery-swapping stations. Rolling out that feature in additional markets will require large capital expenditures, but NIO's offering is a unique selling point compared to what all other EV players, including Tesla, are offering. It remains to be seen whether that will ultimately pay off, but this could become a major advantage for NIO as competition in the EV space is heating up.</p>\n<p><b>Size, growth, and valuation</b></p>\n<p>The two companies differ significantly in size, both when it comes to revenues and vehicle sales, as well as when it comes to the market value of the two companies. NIO has delivered22,000 vehicles in Q2, up 112% year over year, for an annual pace of around 90,000 vehicles. Tesla, meanwhile, has delivered 201,000 vehicles during Q2, up from 103,000 vehicles delivered during Q2 2020. This is strong growth on a year-over-year basis, although slightly below 100%, and thus below the growth rate that NIO is generating for now.</p>\n<p>Tesla delivers around 9x as many vehicles compared to NIO per quarter, when we look at the market capitalizations of the two companies, we see that the ratio is almost exactly the same, as Tesla's market cap of $640 billion is ~9x as high as that of NIO, at $72 billion. At similar growth rates, that would make perfect sense, but it looks like NIO might be the better deal for now, as it trades at a comparable valuation while generating better growth. This will be especially true in the coming quarters, where Tesla's growth is expected to slow down:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a986ea65130206f99961a46ce6cfed55\" tg-width=\"635\" tg-height=\"515\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p>\n<p>Tesla is forecasted to grow its revenue from $49 billion in 2021 to $83 billion in 2023, for an annual growth rate of 30%. NIO, meanwhile, is expected to see its revenue explode upwards from $5.4 billion to $12.8 billion between 2021 and 2023, for an annual growth rate of 54%. NIO is thus expected to grow way faster than Tesla over the next two years, on a relative basis. This shouldn't be a surprise, to be honest, as the law of large numbers dictates that maintaining massive growth rates becomes increasingly hard for a company the bigger it gets, and Tesla seems to have hit that point by now -- adding 50%+ a year to its top line will not be possible forever. This isn't even necessarily Tesla's fault, in fact, many high-quality growth companies have experienced the same. But investors should still consider this important fact -- Tesla's growth in coming years will be less exciting compared to what we have seen in the past, and peers, such as NIO, are growing faster.</p>\n<p>The same holds true when we take a longer-term view. Revenue estimates for 2025 rest at$22.6 billionfor NIO, up another 80% from the 2023 estimate, and up 320% from what analysts are forecasting for 2021. Tesla, meanwhile, is forecasted to generate revenues of $122.5 billion in 2025 -- a large number, but up by a comparatively weak 48% from 2023, and up by a total of 150% versus 2021. Between 2021 and 2025, NIO will thus 4x its revenue, while Tesla will 2.5x its revenue in the same time span -- a meaningful difference that should, all else equal, allow for a premium valuation for NIO, in the same way Tesla deserves a premium valuation versus legacy players such as Volkswagen (OTCPK:VWAGY).</p>\n<p>Looking at revenue estimates for 2025 relative to how the two companies are valued today, we see that NIO trades at 3.2x 2025 sales, while the 2025 sales multiple for Tesla is 5.2. For a long-term oriented investor, NIO thus seems like the better value today, thanks to the fact that it is trading at a significantly lower sales multiple when we take a look into the future. This does not necessarily mean that NIO is cheap, however, as even a 3.2x 2025 sales multiple is relatively high compared to how legacy auto companies are valued. NIO is looking less expensive than Tesla, however, even if its shares are not cheap on an absolute basis.</p>\n<p><b>Can NIO Be Worth As Much As Tesla?</b></p>\n<p>The answer to that depends on what time frame you are looking at. Today, NIO is significantly smaller than Tesla and thus rightfully trades at a way smaller market cap. It should also be noted that there is no guarantee that Tesla's shares are a great example of how an EV company should be valued -- it is, at least, possible that its shares are significantly&nbsp;overpriced&nbsp;today, I personally believe that as well (Note that some will argue that shares are&nbsp;underpriced, which is also among the possibilities, although I do not hold that belief personally).</p>\n<p>When we do, for a moment, assume that Tesla is correctly valued today and that EV companies do deserve a market cap in the $600 billion range when they sell about 800,000 vehicles a year, then NIO could eventually hit that as well, although not in the near term. NIO will sell about 90,000 vehicles this year, and that amount should grow to about 400,000 in 2025. If NIO were to grow its sales by 15% a year beyond that point, it could sell around 800,000 cars in 2030, or 9 years from now. If one wants to assume faster growth, the 800,000 vehicles a year line could also be crossed before 2030, e.g. in 2028 or 2029. If we do go with 2030 for now, then NIO could, at a similar deliveries-to-market capitalization ratio to Tesla, be valued at $600+ billion in 2030. In other words, NIO could be worth as much as Tesla (today) in nine years, when we assume that current growth projections are realistic and that a Tesla-like valuation is appropriate. Those are two major ifs, of course, and especially the second point is far from certain, I believe. I personally would not be too surprised to see Tesla's valuation compress, and thus NIO could trade well below the $600 billion market cap level in 2030, even if it continues to grow meaningfully. It is also possible that NIO's growth disappoints and that current projections are too bullish, although I think that NIO is well-positioned for growth thanks to its unique BaaS model and its strong brand that is especially well-recognized in its home market.</p>\n<p>It should also be noted that Tesla's market cap in 2030 could be very different from $600 billion, thus even in case NIO hits that level, it is not at all guaranteed that the two companies will have a similar market cap. Tesla might be valued at a way higher valuation by then, e.g. if the ARK model is right (something I personally think is unlikely). To answer the above question, one could thus say that NIO might be worth hundreds of billions of dollars, like Tesla, in 8-10 years, but that is not at all guaranteed. And even if that were to happen, Tesla might be worth significantly more by then.</p>\n<p><b>Is NIO A Good Stock To Buy Or Sell Now?</b></p>\n<p>When considering NIO as an investment, it doesn't really matter all that much whether it will become as large or highly valued as Tesla eventually. Instead, investors should ask themselves what total returns they can expect over the next couple of years, and whether those expected returns are high enough relative to the risks in NIO's business model. Regarding those risks, one should mention the fact that the company isn't profitable yet, which means that NIO is dependent on cash on its balance sheet for growth investments. On top of that, competition in the EV space is growing, and market share battles could pressure margins in coming years, although NIO seems relatively well-positioned thanks to its battery-swapping, which is, I believe, a strong USP. Last but not least, the company's dependence on its home market China is a potential risk that should be kept in mind, although it should also be noted that, for now, it seems like the Chinese government is very accommodating to Chinese EV companies.</p>\n<p>One could argue that valuations across the whole EV industry are too high, relative to how legacy auto companies are valued. Even those legacy players with attractive EV offerings such as Volkswagen or Ford trade at huge discounts compared to EV pureplays. But if one wants to invest in an EV pureplay, NIO doesn't seem like a bad choice. The company combines a strong brand, a unique BaaS offering, high growth rates, and shares trade at a discount compared to how the EV king Tesla is valued. At a little above 3x 2025 revenue, NIO does not seem overly expensive relative to other EV pureplays, although this still represents a premium versus legacy players, of course. If NIO manages to execute well and continues to roll out new models that are well-received by consumers, its shares could have significant upside potential in the long run. If EV stocks ever become an out-of-favor investment, NIO stock also could have considerable downside, however, this thus is not a low-risk pick. Depending on your risk tolerance, NIO could still be of value if you want a high-growth EV pureplay.</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>Will NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks</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\">\nWill NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-24 09:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4440950-will-nio-stock-follow-tesla-what-to-consider-ev-stocks><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nLet's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.\nNIO is a high-growth choice that does not seem overly ...</p>\n\n<a href=\"https://seekingalpha.com/article/4440950-will-nio-stock-follow-tesla-what-to-consider-ev-stocks\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4440950-will-nio-stock-follow-tesla-what-to-consider-ev-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112927800","content_text":"Summary\n\nLet's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.\nNIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.\nNIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.\n\nipopba/iStock via Getty Images\nArticle Thesis\nNIO, Inc. (NIO) is one of China's leading EV players, and has, through an attractive brand and its unique BaaS offering, attracted a lot of interest from consumers and investors. Today, however, the company is still way smaller than Tesla (TSLA), which is currently leading the global EV market. NIO is focused on its home market right now, which was true when Tesla was a smaller company as well, but NIO will try to grab market share in overseas markets as well. Shares are pricing in a lot of growth already, but if NIO can replicate Tesla's success, that could be more than justified.\nNIO And TSLA Stock Prices\nBoth companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV pureplays rise rapidly. The combination of growing market share for EVs, accommodating policies such as subsidies for EV purchases, and massive monetary stimulus let shares of NIO and TSLA rise rapidly. NIO is up 245% over the last year, while TSLA is up 101% over the same time. Both companies are currently trading below their all-time highs, however, which were hit in early 2021 before market sentiment for EV pureplays cooled to some degree.\nData by YCharts\nTaking a quick look at analyst price targets, we see that Tesla is trading almost perfectly in line with the consensus, whereas NIO trades about 30% below the analyst target. If the analyst community is right, then NIO is a substantially better investment right here, as Tesla is not expected to see its shares rise meaningfully over the next year, whereas NIO has significant upside to the analyst price target.\nIs NIO Similar To Tesla?\nThe answer to that question depends on what you focus on. There are similarities between the two companies, but there are also differences. One could thus say that, in some ways, the two are similar, but in others, they are not. Let's look at a couple of things:\nBusiness Model\nBoth companies are focused on the EV space, although Tesla has, over the years, been building out a couple of other businesses as well, such as energy storage. Most of Tesla's revenues are generated through selling electric vehicles, which is also how NIO operates. Both companies are focused on the premium segment of EVs, selling higher-priced vehicles that compete with brands such as BMW, Mercedes, and Lexus. Both companies offer a small range of different vehicles, in Tesla's case those are the well-known S, X, 3, and Y, whereas NIO offers a sedan (ET7), and three SUVs (EC6, ES6, ES8). Despite the fact that NIO is a way smaller company today, the model lineups of the two companies do thus not differ too much.\nBoth companies offer some type of charging infrastructure to their customers, in Tesla's case, that's the Supercharger network, where Tesla owners can charge their cars with up to 250kW, depending on what version of Supercharger is installed. NIO is following a different approach, offering a battery-as-a-service solution to its customers. NIO owners can get their battery switched out to a fully-charged battery at NIO's stations, a process that takes a couple of minutes and is thus significantly quicker compared to the regular EV charging offered by Tesla and other EV players. BaaS thus has advantages when it comes to the time it takes for a charge/swap, but it should be noted that Tesla's Superchargers are way more common around the world compared to NIO's battery-swapping stations. Rolling out that feature in additional markets will require large capital expenditures, but NIO's offering is a unique selling point compared to what all other EV players, including Tesla, are offering. It remains to be seen whether that will ultimately pay off, but this could become a major advantage for NIO as competition in the EV space is heating up.\nSize, growth, and valuation\nThe two companies differ significantly in size, both when it comes to revenues and vehicle sales, as well as when it comes to the market value of the two companies. NIO has delivered22,000 vehicles in Q2, up 112% year over year, for an annual pace of around 90,000 vehicles. Tesla, meanwhile, has delivered 201,000 vehicles during Q2, up from 103,000 vehicles delivered during Q2 2020. This is strong growth on a year-over-year basis, although slightly below 100%, and thus below the growth rate that NIO is generating for now.\nTesla delivers around 9x as many vehicles compared to NIO per quarter, when we look at the market capitalizations of the two companies, we see that the ratio is almost exactly the same, as Tesla's market cap of $640 billion is ~9x as high as that of NIO, at $72 billion. At similar growth rates, that would make perfect sense, but it looks like NIO might be the better deal for now, as it trades at a comparable valuation while generating better growth. This will be especially true in the coming quarters, where Tesla's growth is expected to slow down:\nData by YCharts\nTesla is forecasted to grow its revenue from $49 billion in 2021 to $83 billion in 2023, for an annual growth rate of 30%. NIO, meanwhile, is expected to see its revenue explode upwards from $5.4 billion to $12.8 billion between 2021 and 2023, for an annual growth rate of 54%. NIO is thus expected to grow way faster than Tesla over the next two years, on a relative basis. This shouldn't be a surprise, to be honest, as the law of large numbers dictates that maintaining massive growth rates becomes increasingly hard for a company the bigger it gets, and Tesla seems to have hit that point by now -- adding 50%+ a year to its top line will not be possible forever. This isn't even necessarily Tesla's fault, in fact, many high-quality growth companies have experienced the same. But investors should still consider this important fact -- Tesla's growth in coming years will be less exciting compared to what we have seen in the past, and peers, such as NIO, are growing faster.\nThe same holds true when we take a longer-term view. Revenue estimates for 2025 rest at$22.6 billionfor NIO, up another 80% from the 2023 estimate, and up 320% from what analysts are forecasting for 2021. Tesla, meanwhile, is forecasted to generate revenues of $122.5 billion in 2025 -- a large number, but up by a comparatively weak 48% from 2023, and up by a total of 150% versus 2021. Between 2021 and 2025, NIO will thus 4x its revenue, while Tesla will 2.5x its revenue in the same time span -- a meaningful difference that should, all else equal, allow for a premium valuation for NIO, in the same way Tesla deserves a premium valuation versus legacy players such as Volkswagen (OTCPK:VWAGY).\nLooking at revenue estimates for 2025 relative to how the two companies are valued today, we see that NIO trades at 3.2x 2025 sales, while the 2025 sales multiple for Tesla is 5.2. For a long-term oriented investor, NIO thus seems like the better value today, thanks to the fact that it is trading at a significantly lower sales multiple when we take a look into the future. This does not necessarily mean that NIO is cheap, however, as even a 3.2x 2025 sales multiple is relatively high compared to how legacy auto companies are valued. NIO is looking less expensive than Tesla, however, even if its shares are not cheap on an absolute basis.\nCan NIO Be Worth As Much As Tesla?\nThe answer to that depends on what time frame you are looking at. Today, NIO is significantly smaller than Tesla and thus rightfully trades at a way smaller market cap. It should also be noted that there is no guarantee that Tesla's shares are a great example of how an EV company should be valued -- it is, at least, possible that its shares are significantly overpriced today, I personally believe that as well (Note that some will argue that shares are underpriced, which is also among the possibilities, although I do not hold that belief personally).\nWhen we do, for a moment, assume that Tesla is correctly valued today and that EV companies do deserve a market cap in the $600 billion range when they sell about 800,000 vehicles a year, then NIO could eventually hit that as well, although not in the near term. NIO will sell about 90,000 vehicles this year, and that amount should grow to about 400,000 in 2025. If NIO were to grow its sales by 15% a year beyond that point, it could sell around 800,000 cars in 2030, or 9 years from now. If one wants to assume faster growth, the 800,000 vehicles a year line could also be crossed before 2030, e.g. in 2028 or 2029. If we do go with 2030 for now, then NIO could, at a similar deliveries-to-market capitalization ratio to Tesla, be valued at $600+ billion in 2030. In other words, NIO could be worth as much as Tesla (today) in nine years, when we assume that current growth projections are realistic and that a Tesla-like valuation is appropriate. Those are two major ifs, of course, and especially the second point is far from certain, I believe. I personally would not be too surprised to see Tesla's valuation compress, and thus NIO could trade well below the $600 billion market cap level in 2030, even if it continues to grow meaningfully. It is also possible that NIO's growth disappoints and that current projections are too bullish, although I think that NIO is well-positioned for growth thanks to its unique BaaS model and its strong brand that is especially well-recognized in its home market.\nIt should also be noted that Tesla's market cap in 2030 could be very different from $600 billion, thus even in case NIO hits that level, it is not at all guaranteed that the two companies will have a similar market cap. Tesla might be valued at a way higher valuation by then, e.g. if the ARK model is right (something I personally think is unlikely). To answer the above question, one could thus say that NIO might be worth hundreds of billions of dollars, like Tesla, in 8-10 years, but that is not at all guaranteed. And even if that were to happen, Tesla might be worth significantly more by then.\nIs NIO A Good Stock To Buy Or Sell Now?\nWhen considering NIO as an investment, it doesn't really matter all that much whether it will become as large or highly valued as Tesla eventually. Instead, investors should ask themselves what total returns they can expect over the next couple of years, and whether those expected returns are high enough relative to the risks in NIO's business model. Regarding those risks, one should mention the fact that the company isn't profitable yet, which means that NIO is dependent on cash on its balance sheet for growth investments. On top of that, competition in the EV space is growing, and market share battles could pressure margins in coming years, although NIO seems relatively well-positioned thanks to its battery-swapping, which is, I believe, a strong USP. Last but not least, the company's dependence on its home market China is a potential risk that should be kept in mind, although it should also be noted that, for now, it seems like the Chinese government is very accommodating to Chinese EV companies.\nOne could argue that valuations across the whole EV industry are too high, relative to how legacy auto companies are valued. Even those legacy players with attractive EV offerings such as Volkswagen or Ford trade at huge discounts compared to EV pureplays. But if one wants to invest in an EV pureplay, NIO doesn't seem like a bad choice. The company combines a strong brand, a unique BaaS offering, high growth rates, and shares trade at a discount compared to how the EV king Tesla is valued. At a little above 3x 2025 revenue, NIO does not seem overly expensive relative to other EV pureplays, although this still represents a premium versus legacy players, of course. If NIO manages to execute well and continues to roll out new models that are well-received by consumers, its shares could have significant upside potential in the long run. If EV stocks ever become an out-of-favor investment, NIO stock also could have considerable downside, however, this thus is not a low-risk pick. Depending on your risk tolerance, NIO could still be of value if you want a high-growth EV pureplay.","news_type":1},"isVote":1,"tweetType":1,"viewCount":189,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":172097903,"gmtCreate":1626919538002,"gmtModify":1633769732554,"author":{"id":"3582021867480513","authorId":"3582021867480513","name":"Tianlin","avatar":"https://static.tigerbbs.com/e3e04fe5fc564ce505bda1070e23abb7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582021867480513","authorIdStr":"3582021867480513"},"themes":[],"htmlText":"like pls","listText":"like pls","text":"like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/172097903","repostId":"2153477496","repostType":4,"isVote":1,"tweetType":1,"viewCount":215,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":176931892,"gmtCreate":1626852884116,"gmtModify":1633770401593,"author":{"id":"3582021867480513","authorId":"3582021867480513","name":"Tianlin","avatar":"https://static.tigerbbs.com/e3e04fe5fc564ce505bda1070e23abb7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582021867480513","authorIdStr":"3582021867480513"},"themes":[],"htmlText":"please like","listText":"please like","text":"please like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/176931892","repostId":"1111938926","repostType":4,"repost":{"id":"1111938926","kind":"news","pubTimestamp":1626852633,"share":"https://www.laohu8.com/m/news/1111938926?lang=&edition=full","pubTime":"2021-07-21 15:30","market":"us","language":"en","title":"Too Late to Join BB Stock Rally as Upside Is Gone","url":"https://stock-news.laohu8.com/highlight/detail?id=1111938926","media":"InvestorPlace","summary":"The Canadian security software supplier is a valuable addition to your portfolio but not at the curr","content":"<blockquote>\n The Canadian security software supplier is a valuable addition to your portfolio but not at the current price point.\n</blockquote>\n<p>Much like its other meme stock compatriots,&nbsp;<b>Blackberry</b>&nbsp;(NYSE:<b><u>BB</u></b>) is having a great time. BB stock has outperformed the<b>S&amp;P 500</b>by 103.7% and its sector by 101.0% in the past year.</p>\n<p><img src=\"https://static.tigerbbs.com/f55cc8968bbff5b4c2357c14d60ddccf\" tg-width=\"300\" tg-height=\"165\" referrerpolicy=\"no-referrer\">Source: <a href=\"https://laohu8.com/S/BBRY\">BlackBerry</a></p>\n<p>Much like<b>Nokia</b>(NYSE:<b><u>NOK</u></b>), Blackberry is a solid company on its own merits. Once known as the world’s largest smartphone manufacturer, <a href=\"https://laohu8.com/S/BB\">BlackBerry</a> now provides intelligent security software and services to enterprises and governments.</p>\n<p>But the recent bull run is not because of its fundamentals or outlook. Following wild successes with<b><a href=\"https://laohu8.com/S/GME\">GameStop</a></b>(NYSE:<b><u>GME</u></b>) and<b><a href=\"https://laohu8.com/S/AMC\">AMC Entertainment</a></b>(NYSE:<b><u>AMC</u></b>) earlier this year, Reddit speculators turned their sights to BlackBerry.</p>\n<p>BB stock hit unprecedented heights back in January due to a short squeeze when it reached $28.77. Since that time, the stock has fallen substantially, dropping 22.2% in the last month alone.</p>\n<p>After the fall, two opinions are emerging. The first is to load up on shares to take advantage of the drop. As we have seen, Redditors have ahabit of proving Wall Street wrong. Therecent price actionin GameStop and several other stocks shows that<b>WallStreetBets</b>is not a thing of the past.</p>\n<p>The second opinion is to wait a while for shares to fall a bit more. As I write this, the level of short interest stands at 7.6%, which is not a level that will get Reddit excited.</p>\n<p>And considering the stimulus money is drying up, Reddit traders will not have the capital to pump up BB stock. So, considering all these factors, I do not think it’s the right time to pursue this <a href=\"https://laohu8.com/S/AONE.U\">one</a>.</p>\n<p><b>BB Stock Is a Good One but Not at Current Rates</b></p>\n<p>Last month, BlackBerry reported a set of mixed earnings. Although the Canadian security software supplier beat Wall Street estimates for quarterly revenue, the $174 million sales did not compare favorably with the $206 million a year earlier.</p>\n<p>Net loss narrowed to $62 million, or 11 cents per share, from $636 million, or $1.14 per share, a year earlier. Demand for its QNX operating software and cybersecurity products remains solid. But you can see that the sales momentum is fading a bit.</p>\n<p>It makes sense. When the pandemic struck, demand for cybersecurity services skyrocketed as businesses migrated to cloud-based computing to support remote work. Therefore, on the IT security front, BlackBerry is rock solid.</p>\n<p>My colleague Larry Ramermakes an excellent point. You have to put the first quarter numbers into context. A once-in-a-lifetime pandemic helped boost the top line last year. Understandably, the numbers will not be the moving forward.</p>\n<p>In addition, BlackBerry’s QNX business suffered due to chip shortages and the company’s intellectual property revenue fell in Q1 because of ongoing talks over the sale of many of its patents. Finally, the company pays out its annual bonuses in Q1, which also substantially impacts the bottom line.</p>\n<p>Apart from the solid financials, an early version of Ivy, the auto app store BlackBerry is developing with<b>Amazon</b>(NASDAQ:<b><u>AMZN</u></b>) and other partners, is expected to be released in October 2021.</p>\n<p>BlackBerry IVYis a scalable, cloud-connected software platform, which will enable automotive manufacturers to read vehicle sensor data and create actionable insights from that data. Moving forward, this can become a major source of revenue for BlackBerry.</p>\n<p><b>Long-Term Investment Once the Price Falls</b></p>\n<p>Considering the positive tailwinds, it makes sense if you are interested in BB stock. But considering the price, it is better to wait for this one out.</p>\n<p>BB stock has a 52-week low of $4.37 per share. BlackBerry doesn’t make smartphones anymore. But at a $6.4 billion market value, investors must be reminiscing of the time when it did. As a cybersecurity company specializing in enterprise-critical event management solutions, we have already made the point that this is a good investment. Nevertheless, as a meme stock, BB stock is on a rollercoaster ride, oscillating wildly between two extremes.</p>\n<p>Doing my own research, I calculated an intrinsic value of $4.1 per share. My calculations used an 11% discount rate and unlevered free cash flow of $106.5 million, which is the figure for the 2020 fiscal year. I used a growth rate of 10% over a ten year horizon and multiplied the 10th year with 12 to get the sell-off value. I added the net present value figures and divided this number with outstanding share capital, 566.2 million shares, to arrive at the intrinsic value per share. Again, this is just my calculation, and you can disagree on the inputs.</p>\n<p><i>TipRanks</i>tracks four analysts offering 12-month price targets for BlackBerry. The average price target is $9.50,representing a 15.25% downside from its current price. So, the overvaluation concerns are on point.</p>\n<p><b>Great Stock, Bad Timing</b></p>\n<p>Blackberry is a great stock. There is no disputing it stands apart among a sea of meme stocks with iffy fundamentals. Considering these factors, the case is there for investing in this one. But that should only happen once trading closer to fair value since shares are still fundamentally overvalued.</p>\n<p>Keep an eye on this one. If shares continue to shed value at an exponential rate, this will become a must-have name for your portfolio.</p>","source":"lsy1606302653667","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>Too Late to Join BB Stock Rally as Upside Is Gone</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\">\nToo Late to Join BB Stock Rally as Upside Is Gone\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-21 15:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/07/too-late-to-join-bb-stock-rally-as-upside-is-gone/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Canadian security software supplier is a valuable addition to your portfolio but not at the current price point.\n\nMuch like its other meme stock compatriots, Blackberry (NYSE:BB) is having a great...</p>\n\n<a href=\"https://investorplace.com/2021/07/too-late-to-join-bb-stock-rally-as-upside-is-gone/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BB":"黑莓"},"source_url":"https://investorplace.com/2021/07/too-late-to-join-bb-stock-rally-as-upside-is-gone/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111938926","content_text":"The Canadian security software supplier is a valuable addition to your portfolio but not at the current price point.\n\nMuch like its other meme stock compatriots, Blackberry (NYSE:BB) is having a great time. BB stock has outperformed theS&P 500by 103.7% and its sector by 101.0% in the past year.\nSource: BlackBerry\nMuch likeNokia(NYSE:NOK), Blackberry is a solid company on its own merits. Once known as the world’s largest smartphone manufacturer, BlackBerry now provides intelligent security software and services to enterprises and governments.\nBut the recent bull run is not because of its fundamentals or outlook. Following wild successes withGameStop(NYSE:GME) andAMC Entertainment(NYSE:AMC) earlier this year, Reddit speculators turned their sights to BlackBerry.\nBB stock hit unprecedented heights back in January due to a short squeeze when it reached $28.77. Since that time, the stock has fallen substantially, dropping 22.2% in the last month alone.\nAfter the fall, two opinions are emerging. The first is to load up on shares to take advantage of the drop. As we have seen, Redditors have ahabit of proving Wall Street wrong. Therecent price actionin GameStop and several other stocks shows thatWallStreetBetsis not a thing of the past.\nThe second opinion is to wait a while for shares to fall a bit more. As I write this, the level of short interest stands at 7.6%, which is not a level that will get Reddit excited.\nAnd considering the stimulus money is drying up, Reddit traders will not have the capital to pump up BB stock. So, considering all these factors, I do not think it’s the right time to pursue this one.\nBB Stock Is a Good One but Not at Current Rates\nLast month, BlackBerry reported a set of mixed earnings. Although the Canadian security software supplier beat Wall Street estimates for quarterly revenue, the $174 million sales did not compare favorably with the $206 million a year earlier.\nNet loss narrowed to $62 million, or 11 cents per share, from $636 million, or $1.14 per share, a year earlier. Demand for its QNX operating software and cybersecurity products remains solid. But you can see that the sales momentum is fading a bit.\nIt makes sense. When the pandemic struck, demand for cybersecurity services skyrocketed as businesses migrated to cloud-based computing to support remote work. Therefore, on the IT security front, BlackBerry is rock solid.\nMy colleague Larry Ramermakes an excellent point. You have to put the first quarter numbers into context. A once-in-a-lifetime pandemic helped boost the top line last year. Understandably, the numbers will not be the moving forward.\nIn addition, BlackBerry’s QNX business suffered due to chip shortages and the company’s intellectual property revenue fell in Q1 because of ongoing talks over the sale of many of its patents. Finally, the company pays out its annual bonuses in Q1, which also substantially impacts the bottom line.\nApart from the solid financials, an early version of Ivy, the auto app store BlackBerry is developing withAmazon(NASDAQ:AMZN) and other partners, is expected to be released in October 2021.\nBlackBerry IVYis a scalable, cloud-connected software platform, which will enable automotive manufacturers to read vehicle sensor data and create actionable insights from that data. Moving forward, this can become a major source of revenue for BlackBerry.\nLong-Term Investment Once the Price Falls\nConsidering the positive tailwinds, it makes sense if you are interested in BB stock. But considering the price, it is better to wait for this one out.\nBB stock has a 52-week low of $4.37 per share. BlackBerry doesn’t make smartphones anymore. But at a $6.4 billion market value, investors must be reminiscing of the time when it did. As a cybersecurity company specializing in enterprise-critical event management solutions, we have already made the point that this is a good investment. Nevertheless, as a meme stock, BB stock is on a rollercoaster ride, oscillating wildly between two extremes.\nDoing my own research, I calculated an intrinsic value of $4.1 per share. My calculations used an 11% discount rate and unlevered free cash flow of $106.5 million, which is the figure for the 2020 fiscal year. I used a growth rate of 10% over a ten year horizon and multiplied the 10th year with 12 to get the sell-off value. I added the net present value figures and divided this number with outstanding share capital, 566.2 million shares, to arrive at the intrinsic value per share. Again, this is just my calculation, and you can disagree on the inputs.\nTipRankstracks four analysts offering 12-month price targets for BlackBerry. The average price target is $9.50,representing a 15.25% downside from its current price. So, the overvaluation concerns are on point.\nGreat Stock, Bad Timing\nBlackberry is a great stock. There is no disputing it stands apart among a sea of meme stocks with iffy fundamentals. Considering these factors, the case is there for investing in this one. But that should only happen once trading closer to fair value since shares are still fundamentally overvalued.\nKeep an eye on this one. If shares continue to shed value at an exponential rate, this will become a must-have name for your portfolio.","news_type":1},"isVote":1,"tweetType":1,"viewCount":120,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":179185969,"gmtCreate":1626493361351,"gmtModify":1633926252028,"author":{"id":"3582021867480513","authorId":"3582021867480513","name":"Tianlin","avatar":"https://static.tigerbbs.com/e3e04fe5fc564ce505bda1070e23abb7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582021867480513","authorIdStr":"3582021867480513"},"themes":[],"htmlText":"🚀🚀🚀","listText":"🚀🚀🚀","text":"🚀🚀🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/179185969","repostId":"2152168594","repostType":4,"repost":{"id":"2152168594","kind":"news","pubTimestamp":1626488760,"share":"https://www.laohu8.com/m/news/2152168594?lang=&edition=full","pubTime":"2021-07-17 10:26","market":"us","language":"en","title":"Apple Stock: Next Stop, $175?","url":"https://stock-news.laohu8.com/highlight/detail?id=2152168594","media":"TipRanks","summary":"So, Apple  is having a bad year, you say?With shares hitting an all-time high this week and the gap in performance narrowing over the past month, that conversation can now be put to rest.The uptick has coincided with reports Apple has boosted the production rate of its iPhones, instructing manufacturers to build 90 million iPhones this year, a 20% increase on the 75 million units it produced last year.The renewed optimism in all things Apple is not surprising to J.P. Morgan’s Samik Chatterjee. T","content":"<div>\n<p>So, Apple (AAPL) is having a bad year, you say? Not long ago, the talk on Wall Street was all about the tech giant’s uncharacteristically underperforming stock, especially when compared to some of the...</p>\n\n<a href=\"https://finance.yahoo.com/news/apple-stock-next-stop-175-135700668.html\">Web Link</a>\n\n</div>\n","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>Apple Stock: Next Stop, $175?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Stock: Next Stop, $175?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-17 10:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/apple-stock-next-stop-175-135700668.html><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>So, Apple (AAPL) is having a bad year, you say? Not long ago, the talk on Wall Street was all about the tech giant’s uncharacteristically underperforming stock, especially when compared to some of the...</p>\n\n<a href=\"https://finance.yahoo.com/news/apple-stock-next-stop-175-135700668.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09086":"华夏纳指-U","03086":"华夏纳指","AAPL":"苹果"},"source_url":"https://finance.yahoo.com/news/apple-stock-next-stop-175-135700668.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2152168594","content_text":"So, Apple (AAPL) is having a bad year, you say? Not long ago, the talk on Wall Street was all about the tech giant’s uncharacteristically underperforming stock, especially when compared to some of the other mega-caps’ displays in 2021.\nWith shares hitting an all-time high this week and the gap in performance narrowing over the past month, that conversation can now be put to rest.\nThe uptick has coincided with reports Apple has boosted the production rate of its iPhones, instructing manufacturers to build 90 million iPhones this year, a 20% increase on the 75 million units it produced last year.\nThe renewed optimism in all things Apple is not surprising to J.P. Morgan’s Samik Chatterjee. The analyst recently told investors Apple is well set up to outperform in 2H21. In fact, the growing confidence means Chatterjee has added Apple to the firm’s Analyst Focus List as “a Growth idea.”\n“The recent momentum led by better market share, drives us to also estimate higher sustainable volumes in future quarters, leading us to see a path to Apple outperforming investor expectations over a longer time horizon rather than just the upcoming earnings print,” the 5-star analyst said, confirming Apple is also a Top Pick.\nTo reflect the increase in build rates, Chatterjee has “modestly” increased iPhone volume expectations, but of more importance to the analyst is the “path to upside” for the shares in the medium-term.\nThis is because of the potential for better iPhone 12 sales but also due to what Chatterjee considers are low expectations from the iPhone 13’s fall launch, which could create “another leg to the upside opportunity.”\nIt’s a potent mix which is given additional allure with the launch of the iPhone SE3 next year and means Apple can “not only pleasantly surprise with a more robust iPhone 13 cycle, but also has the opportunity to drive material upside to consensus expectations for FY22.”\nTo this end, Chatterjee rates Apple shares an Overweight (i.e. Buy), while slightly lifting the price target from $170 to $175. The revised figure implying shares will add 19.5% from current levels.\nSo, that’s J.P. Morgan’s view, what does the rest of the Street have in mind for Apple? Based on 20 Buys, 5 Holds and 2 Sells, the stock currently has a Moderate Buy consensus rating. The forecast is for shares to appreciate by 8% over the coming months, given the average price target clocks in at $158.62.\nTo find good ideas for tech stocks trading at attractive valuations, visit TipRanks’ Best Stocks to Buy, a newly launched tool that unites all of TipRanks’ equity insights.","news_type":1},"isVote":1,"tweetType":1,"viewCount":88,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":145464143,"gmtCreate":1626238786882,"gmtModify":1633928717210,"author":{"id":"3582021867480513","authorId":"3582021867480513","name":"Tianlin","avatar":"https://static.tigerbbs.com/e3e04fe5fc564ce505bda1070e23abb7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582021867480513","authorIdStr":"3582021867480513"},"themes":[],"htmlText":"like","listText":"like","text":"like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/145464143","repostId":"1141016201","repostType":4,"repost":{"id":"1141016201","kind":"news","pubTimestamp":1626232753,"share":"https://www.laohu8.com/m/news/1141016201?lang=&edition=full","pubTime":"2021-07-14 11:19","market":"us","language":"en","title":"Consumer Price Inflation: Facts vs. Fiction","url":"https://stock-news.laohu8.com/highlight/detail?id=1141016201","media":"zerohedge","summary":"Consumer prices (CPI) increased at an annualized rate of 7.3% during the first six months of 2021, w","content":"<p>Consumer prices (CPI) increased at an annualized rate of 7.3% during the first six months of 2021, while core consumer prices rose 6.2%. Both represent the most significant gains in several decades. As important as the rise in consumer prices is for the general public and policymakers, there still is a lot of misinformation and false statements about the current inflation cycle. Below are some of the misstatements and false impressions.</p>\n<p><b>CPI inflation of 2021 is not as high as that of the 1970s---False.</b>It's not possible to compare inflation across several decades because of significant changes in measurement. The CPI of the 1970s included house price inflation, and the current measure does not.</p>\n<p>Here's a simple illustration of how significant including and not including house price inflation can be. In 1979, CPI rose 11.3%, and that included a 14% increase in the price of existing homes. In the past twelve months, CPI has increased 5.4%, and the 23% increase in existing home prices is not part of that. Government statisticians have created an arbitrary owner rent index (up 2.3% in the past year) to replace house prices.</p>\n<p><img src=\"https://static.tigerbbs.com/b76bd1d683d08e17201c0b78a1cba720\" tg-width=\"727\" tg-height=\"417\"></p>\n<p>Owner housing accounts for nearly one-fourth of the CPI index, so one can guestimate how much current inflation would be if the same measurement practices were still in place. My guess is it would be double-digits.</p>\n<p><b>Inflation in one market can be inferred by inflation in another market---False.</b>Accurate price measurement can only occur if there is a direct sampling of a consumer item or market or a record of actual transactions. The current estimate of owners' rent comes from the tenant market. The tenant market and the owners' market are fundamentally different in character, location, and, most importantly, vacancy rates. As is the case nowadays, homeowners would base their rent estimates on the shrinking availability of homes on the market and housing inflation in a red-hot market. The current measurement approach creates a considerable error in the reported inflation statistics by relying on the tenant market for price inflation for owners.</p>\n<p><b>Long-lived items are not part of the CPI---False</b>. One of the arguments for not including house prices in the CPI is it a long-lived asset that consumers consume over a series of years. If CPI were only to have perishable items or used in a short time, then it would include food and energy and a few other products and services. But the CPI already includes items that consumers consume over long periods.</p>\n<p>For example, used cars and trucks are in the CPI, and their life span can run more than a decade. That's not as long as housing, but it still is significant. Used cars and trucks prices have a weight of 3% in the CPI, and house prices have a zero weight. Does that make any sense?</p>\n<p>The inflation cycle of 2021 is unlike anything experienced in decades. It is fast and broad, and one of the most surprising features is that owners' housing costs are running less than half as fast as the core. Owners' rent index will accelerate in the coming months as market rents continue to increase.</p>\n<p>In my view, policymakers are continuing to promote a public perception of inflation that is false.</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>Consumer Price Inflation: Facts vs. Fiction</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\">\nConsumer Price Inflation: Facts vs. Fiction\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-14 11:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/markets/consumer-price-inflation-facts-vs-fiction><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Consumer prices (CPI) increased at an annualized rate of 7.3% during the first six months of 2021, while core consumer prices rose 6.2%. Both represent the most significant gains in several decades. ...</p>\n\n<a href=\"https://www.zerohedge.com/markets/consumer-price-inflation-facts-vs-fiction\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://www.zerohedge.com/markets/consumer-price-inflation-facts-vs-fiction","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141016201","content_text":"Consumer prices (CPI) increased at an annualized rate of 7.3% during the first six months of 2021, while core consumer prices rose 6.2%. Both represent the most significant gains in several decades. As important as the rise in consumer prices is for the general public and policymakers, there still is a lot of misinformation and false statements about the current inflation cycle. Below are some of the misstatements and false impressions.\nCPI inflation of 2021 is not as high as that of the 1970s---False.It's not possible to compare inflation across several decades because of significant changes in measurement. The CPI of the 1970s included house price inflation, and the current measure does not.\nHere's a simple illustration of how significant including and not including house price inflation can be. In 1979, CPI rose 11.3%, and that included a 14% increase in the price of existing homes. In the past twelve months, CPI has increased 5.4%, and the 23% increase in existing home prices is not part of that. Government statisticians have created an arbitrary owner rent index (up 2.3% in the past year) to replace house prices.\n\nOwner housing accounts for nearly one-fourth of the CPI index, so one can guestimate how much current inflation would be if the same measurement practices were still in place. My guess is it would be double-digits.\nInflation in one market can be inferred by inflation in another market---False.Accurate price measurement can only occur if there is a direct sampling of a consumer item or market or a record of actual transactions. The current estimate of owners' rent comes from the tenant market. The tenant market and the owners' market are fundamentally different in character, location, and, most importantly, vacancy rates. As is the case nowadays, homeowners would base their rent estimates on the shrinking availability of homes on the market and housing inflation in a red-hot market. The current measurement approach creates a considerable error in the reported inflation statistics by relying on the tenant market for price inflation for owners.\nLong-lived items are not part of the CPI---False. One of the arguments for not including house prices in the CPI is it a long-lived asset that consumers consume over a series of years. If CPI were only to have perishable items or used in a short time, then it would include food and energy and a few other products and services. But the CPI already includes items that consumers consume over long periods.\nFor example, used cars and trucks are in the CPI, and their life span can run more than a decade. That's not as long as housing, but it still is significant. Used cars and trucks prices have a weight of 3% in the CPI, and house prices have a zero weight. Does that make any sense?\nThe inflation cycle of 2021 is unlike anything experienced in decades. It is fast and broad, and one of the most surprising features is that owners' housing costs are running less than half as fast as the core. Owners' rent index will accelerate in the coming months as market rents continue to increase.\nIn my view, policymakers are continuing to promote a public perception of inflation that is false.","news_type":1},"isVote":1,"tweetType":1,"viewCount":165,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":895072153,"gmtCreate":1628697831473,"gmtModify":1633745012660,"author":{"id":"3582021867480513","authorId":"3582021867480513","name":"Tianlin","avatar":"https://static.tigerbbs.com/e3e04fe5fc564ce505bda1070e23abb7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582021867480513","authorIdStr":"3582021867480513"},"themes":[],"htmlText":"pls like","listText":"pls like","text":"pls like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/895072153","repostId":"1143297548","repostType":4,"isVote":1,"tweetType":1,"viewCount":549,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}