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JS64

JS64

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2021-11-09

Well done

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2021-10-23

Wow

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2021-08-17

Great

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2021-07-26

Hello like n comment thanks!

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2021-11-07

Nice

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2021-10-31

Ok

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2021-10-03

Nice

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2021-09-19

Ok

US IPO Week Ahead: Software, consumer products, and payment tech lead a diverse 14 IPO week

2021-08-31

Wow

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2021-08-05

Nice

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2021-05-08

This is great

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2021-12-25

K

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2021-09-04

Ok

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2021-08-07

Ok

"Enough For Tapering To Start": Wall Street Reacts To A Blockbuster Jobs Report

2021-05-12

Comment and like

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2021-05-10

Comment and like.Is this a damage to the real economy? Blackswan?

Colonial Pipeline Hackers Stole Data on Thursday, Ahead Of Shutdown

2021-10-27

Ok

Microsoft beats revenue expectations

2021-10-08

Nice

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2021-09-07

Wow

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2021-08-28

Ok

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However, investors can prepare for a crash by setting aside extra cash in their portfolios in anticipation. That way, if there is a market crash, investors have cash on hand and are ready to deploy it in buying excellent stocks at lower prices.</p>\n<p>In that regard, if there is a stock market crash in 2022,<b>Airbnb</b>(NASDAQ:ABNB),<b>Apple</b>(NASDAQ:AAPL), and&nbsp;<b>Amazon</b>(NASDAQ:AMZN)&nbsp;are three stocks you can buy in a heartbeat. Let's look closer at the case for why each stock deserves a spot in your portfolio.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3131619f7941ecc473ad8787d0fa380d\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p>\n<p><b>Airbnb</b></p>\n<p>The worldwide facilitator of travel, Airbnb is steadily recovering from the devastation caused by the&nbsp;coronavirus pandemic. After two years of growth, Airbnb's revenue decreased 30% to $3.4 billion in 2020.</p>\n<p>Thankfully, several effective vaccines have been developed against COVID-19, and that's made folks more willing to travel again in 2021. So sales are bouncing back at Airbnb. In its most recent fiscal quarter ended Sept. 30, revenue was up 36% over the comparable pre-pandemic quarter in 2019. Even more impressively, net income increased to $834 million in the third quarter, up from $267 million in Q3 of 2019.</p>\n<p>The company is gaining traction&nbsp;in the lucrative travel and resort industry that could be worth over $1 trillion in sales annually. Folks can often find places to stay on Airbnb's platform that are better fitted to their needs compared to hotels, which are less customizable.</p>\n<p>Airbnb's stock is trading at a price-to-free-cash-flow ratio of 59 -- its lowest all year -- and a stock market crash could cause it to sell at an even lower price.</p>\n<p><b>Apple</b></p>\n<p>Unlike Airbnb, Apple's business has been thriving since the pandemic's onset. The company's products are more valuable to people working, learning, and entertaining themselves at home.</p>\n<p>But that's not the only factor driving sales higher for Apple. The tech giant has done a masterful job updating legacy products like the iPhone in a fashion that keeps consumers interested. The most recent iPhone update has increased sales of the product to $192 billion in its latest fiscal year ended Sept. 25, up from $138 billion a year ago.</p>\n<p>Apple has proven this capability for years. In the past decade alone, its revenue has grown at a compound annual rate of 12.9%. That's a difficult feat for a company the size of Apple with sales of $366 billion in its fiscal 2021.</p>\n<p>What's more, sales of its products are bringing customers into its ecosystem -- and once with Apple, consumers tend to stick around. Indeed, sales from its services segment totaled $54 billion in 2021, and those sales produce a higher profit margin than its products do.</p>\n<p>One of the only downsides to Apple's stock is its price. The company is&nbsp;approaching a $3 trillion market cap&nbsp;and is trading at a price-to-free-cash-flow ratio of 31 -- near the highs of the past decade. A stock market crash could alleviate some valuation concerns and allow you to buy Apple stock at a lower price.</p>\n<p><b>Amazon</b></p>\n<p>Sales at Amazon, the titan of online retailers, have been surging throughout the pandemic. The company stepped up and delivered while hundreds of millions of folks were looking to avoid shopping in person for fear of contracting COVID-19. Indeed, from fiscal 2019 to 2020, Amazon's sales rose by more than $100 billion. The 37.6% increase in year-over-year sales drove operating profits from $14.5 billion to $22.9 billion. Amazon has gained millions of customers during the pandemic, and undoubtedly many of them will stick around long after.</p>\n<p>Interestingly, Amazon's more profitable segments are growing faster than the company overall. In the most recent quarter ended Sept. 30, revenue from its Amazon Web Services segment (which provides cloud computing to businesses) rose 39% year over year to $16.1 billion while the category that includes advertising revenue jumped 49% to $8.1 billion. In fact, since Q2 2020, the ad revenue category has nearly doubled.</p>\n<p>Amazon is riding multiple tailwinds, including increased shopping online as well as greater&nbsp;advertising online. These trends could propel sales growth for several more years. Amazon's stock is not cheap, trading at a price-to-free-cash flow ratio of 239 and a price-to-earnings ratio of 66, but a stock market crash could give investors a chance to buy it at a lower price.</p>\n<p>Airbnb, Apple, and Amazon are all excellent businesses with solid prospects over several years. If there's a stock market crash in 2022 that sends these&nbsp;stocks&nbsp;lower, investors should jump at the opportunity to buy them.</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>3 Stocks to Buy in a Heartbeat If There's a Stock Market Crash in 2022</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\">\n3 Stocks to Buy in a Heartbeat If There's a Stock Market Crash in 2022\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-22 11:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/12/21/3-stocks-to-buy-in-stockmarket-crash-in-2022/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Key Points\n\nAirbnb is arguably a better business now than before the pandemic.\nApple's iPhone is capturing new customers for its ecosystem.\nAmazon's more profitable segments are growing faster.\n\nStock...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/21/3-stocks-to-buy-in-stockmarket-crash-in-2022/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.fool.com/investing/2021/12/21/3-stocks-to-buy-in-stockmarket-crash-in-2022/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157657338","content_text":"Key Points\n\nAirbnb is arguably a better business now than before the pandemic.\nApple's iPhone is capturing new customers for its ecosystem.\nAmazon's more profitable segments are growing faster.\n\nStock market crashes are nearly impossible to predict with any precision. However, investors can prepare for a crash by setting aside extra cash in their portfolios in anticipation. That way, if there is a market crash, investors have cash on hand and are ready to deploy it in buying excellent stocks at lower prices.\nIn that regard, if there is a stock market crash in 2022,Airbnb(NASDAQ:ABNB),Apple(NASDAQ:AAPL), and Amazon(NASDAQ:AMZN) are three stocks you can buy in a heartbeat. Let's look closer at the case for why each stock deserves a spot in your portfolio.\nIMAGE SOURCE: GETTY IMAGES.\nAirbnb\nThe worldwide facilitator of travel, Airbnb is steadily recovering from the devastation caused by the coronavirus pandemic. After two years of growth, Airbnb's revenue decreased 30% to $3.4 billion in 2020.\nThankfully, several effective vaccines have been developed against COVID-19, and that's made folks more willing to travel again in 2021. So sales are bouncing back at Airbnb. In its most recent fiscal quarter ended Sept. 30, revenue was up 36% over the comparable pre-pandemic quarter in 2019. Even more impressively, net income increased to $834 million in the third quarter, up from $267 million in Q3 of 2019.\nThe company is gaining traction in the lucrative travel and resort industry that could be worth over $1 trillion in sales annually. Folks can often find places to stay on Airbnb's platform that are better fitted to their needs compared to hotels, which are less customizable.\nAirbnb's stock is trading at a price-to-free-cash-flow ratio of 59 -- its lowest all year -- and a stock market crash could cause it to sell at an even lower price.\nApple\nUnlike Airbnb, Apple's business has been thriving since the pandemic's onset. The company's products are more valuable to people working, learning, and entertaining themselves at home.\nBut that's not the only factor driving sales higher for Apple. The tech giant has done a masterful job updating legacy products like the iPhone in a fashion that keeps consumers interested. The most recent iPhone update has increased sales of the product to $192 billion in its latest fiscal year ended Sept. 25, up from $138 billion a year ago.\nApple has proven this capability for years. In the past decade alone, its revenue has grown at a compound annual rate of 12.9%. That's a difficult feat for a company the size of Apple with sales of $366 billion in its fiscal 2021.\nWhat's more, sales of its products are bringing customers into its ecosystem -- and once with Apple, consumers tend to stick around. Indeed, sales from its services segment totaled $54 billion in 2021, and those sales produce a higher profit margin than its products do.\nOne of the only downsides to Apple's stock is its price. The company is approaching a $3 trillion market cap and is trading at a price-to-free-cash-flow ratio of 31 -- near the highs of the past decade. A stock market crash could alleviate some valuation concerns and allow you to buy Apple stock at a lower price.\nAmazon\nSales at Amazon, the titan of online retailers, have been surging throughout the pandemic. The company stepped up and delivered while hundreds of millions of folks were looking to avoid shopping in person for fear of contracting COVID-19. Indeed, from fiscal 2019 to 2020, Amazon's sales rose by more than $100 billion. The 37.6% increase in year-over-year sales drove operating profits from $14.5 billion to $22.9 billion. Amazon has gained millions of customers during the pandemic, and undoubtedly many of them will stick around long after.\nInterestingly, Amazon's more profitable segments are growing faster than the company overall. In the most recent quarter ended Sept. 30, revenue from its Amazon Web Services segment (which provides cloud computing to businesses) rose 39% year over year to $16.1 billion while the category that includes advertising revenue jumped 49% to $8.1 billion. In fact, since Q2 2020, the ad revenue category has nearly doubled.\nAmazon is riding multiple tailwinds, including increased shopping online as well as greater advertising online. These trends could propel sales growth for several more years. Amazon's stock is not cheap, trading at a price-to-free-cash flow ratio of 239 and a price-to-earnings ratio of 66, but a stock market crash could give investors a chance to buy it at a lower price.\nAirbnb, Apple, and Amazon are all excellent businesses with solid prospects over several years. If there's a stock market crash in 2022 that sends these stocks lower, investors should jump at the opportunity to buy them.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1164,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693771094,"gmtCreate":1640090685828,"gmtModify":1640090686039,"author":{"id":"3582972798563668","authorId":"3582972798563668","name":"JS64","avatar":"https://static.tigerbbs.com/ad519f92a203874c41d7d11080b13d18","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582972798563668","authorIdStr":"3582972798563668"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693771094","repostId":"2193154385","repostType":4,"repost":{"id":"2193154385","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":1640088530,"share":"https://www.laohu8.com/m/news/2193154385?lang=&edition=full","pubTime":"2021-12-21 20:08","market":"us","language":"en","title":"Qutoutiao Clocks 14.6% Revenue Decline In Q3 Due To Challenging Macro, Industry Headwinds","url":"https://stock-news.laohu8.com/highlight/detail?id=2193154385","media":"Benzinga","summary":"\n","content":"<ul>\n <li>Mobile content platform operator&nbsp;<b>Qutoutiao Inc&nbsp;</b>(NASDAQ:QTT)&nbsp;reported a third-quarter&nbsp;FY21 revenue decline of 14.6% year-on-year to $149.8 million.</li>\n <li>Advertising and marketing revenues decreased 15.4% Y/Y to $139.6 million due to the tightening regulatory environment in the internet and technology sector.</li>\n <li><b>Drivers:&nbsp;</b>Combined average MAUs declined 1.7% Y/Y to 118.5 million. Combined average DAUs reduced 33.2% Y/Y to 26.5 million. The average daily time spent per DAU was 51.9 minutes, compared to 55.3 minutes in Q3 2020.</li>\n <li><b>Margins:&nbsp;</b>The gross margin expanded 510 bps to 72.2%. The non-GAAP operating loss margin deteriorated to (53.4)% versus (9.7)% last year.</li>\n <li>Non-GAAP net loss per ADS<b>&nbsp;</b>was $(2.82).</li>\n <li>Qutoutiao held $133.8 million in cash and equivalents.</li>\n <li>\"We have observed challenging macro environment and industry headwinds in the third quarter of 2021,\" said Eric Siliang Tan, Chairman, and CEO of Qutoutiao.</li>\n <li>\"We will focus more on long term sustainability of our business in the coming quarters and years, away from the previous emphasis on growth in the earlier development stages of the company.\"</li>\n <li><b>Outlook:</b>&nbsp;Qutoutiao sees Q4 revenues of RMB850 million - RMB900 million, equaling $131.92 million - $139.68 million.</li>\n <li><b>Price Action:</b>&nbsp;QTT shares closed lower by 4.17% at $2.99 on Monday.</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>Qutoutiao Clocks 14.6% Revenue Decline In Q3 Due To Challenging Macro, Industry Headwinds</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\">\nQutoutiao Clocks 14.6% Revenue Decline In Q3 Due To Challenging Macro, Industry Headwinds\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\">2021-12-21 20:08</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<ul>\n <li>Mobile content platform operator&nbsp;<b>Qutoutiao Inc&nbsp;</b>(NASDAQ:QTT)&nbsp;reported a third-quarter&nbsp;FY21 revenue decline of 14.6% year-on-year to $149.8 million.</li>\n <li>Advertising and marketing revenues decreased 15.4% Y/Y to $139.6 million due to the tightening regulatory environment in the internet and technology sector.</li>\n <li><b>Drivers:&nbsp;</b>Combined average MAUs declined 1.7% Y/Y to 118.5 million. Combined average DAUs reduced 33.2% Y/Y to 26.5 million. The average daily time spent per DAU was 51.9 minutes, compared to 55.3 minutes in Q3 2020.</li>\n <li><b>Margins:&nbsp;</b>The gross margin expanded 510 bps to 72.2%. The non-GAAP operating loss margin deteriorated to (53.4)% versus (9.7)% last year.</li>\n <li>Non-GAAP net loss per ADS<b>&nbsp;</b>was $(2.82).</li>\n <li>Qutoutiao held $133.8 million in cash and equivalents.</li>\n <li>\"We have observed challenging macro environment and industry headwinds in the third quarter of 2021,\" said Eric Siliang Tan, Chairman, and CEO of Qutoutiao.</li>\n <li>\"We will focus more on long term sustainability of our business in the coming quarters and years, away from the previous emphasis on growth in the earlier development stages of the company.\"</li>\n <li><b>Outlook:</b>&nbsp;Qutoutiao sees Q4 revenues of RMB850 million - RMB900 million, equaling $131.92 million - $139.68 million.</li>\n <li><b>Price Action:</b>&nbsp;QTT shares closed lower by 4.17% at $2.99 on Monday.</li>\n</ul>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QTT":"趣头条"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2193154385","content_text":"Mobile content platform operator Qutoutiao Inc (NASDAQ:QTT) reported a third-quarter FY21 revenue decline of 14.6% year-on-year to $149.8 million.\nAdvertising and marketing revenues decreased 15.4% Y/Y to $139.6 million due to the tightening regulatory environment in the internet and technology sector.\nDrivers: Combined average MAUs declined 1.7% Y/Y to 118.5 million. Combined average DAUs reduced 33.2% Y/Y to 26.5 million. The average daily time spent per DAU was 51.9 minutes, compared to 55.3 minutes in Q3 2020.\nMargins: The gross margin expanded 510 bps to 72.2%. The non-GAAP operating loss margin deteriorated to (53.4)% versus (9.7)% last year.\nNon-GAAP net loss per ADS was $(2.82).\nQutoutiao held $133.8 million in cash and equivalents.\n\"We have observed challenging macro environment and industry headwinds in the third quarter of 2021,\" said Eric Siliang Tan, Chairman, and CEO of Qutoutiao.\n\"We will focus more on long term sustainability of our business in the coming quarters and years, away from the previous emphasis on growth in the earlier development stages of the company.\"\nOutlook: Qutoutiao sees Q4 revenues of RMB850 million - RMB900 million, equaling $131.92 million - $139.68 million.\nPrice Action: QTT shares closed lower by 4.17% at $2.99 on Monday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1395,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693862802,"gmtCreate":1640002855497,"gmtModify":1640002855752,"author":{"id":"3582972798563668","authorId":"3582972798563668","name":"JS64","avatar":"https://static.tigerbbs.com/ad519f92a203874c41d7d11080b13d18","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582972798563668","authorIdStr":"3582972798563668"},"themes":[],"htmlText":"Agreed","listText":"Agreed","text":"Agreed","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693862802","repostId":"602316495","repostType":1,"repost":{"id":602316495,"gmtCreate":1638971636644,"gmtModify":1639005258564,"author":{"id":"3580625969745490","authorId":"3580625969745490","name":"boonchong","avatar":"https://static.tigerbbs.com/49aa77ad0af13cd80f20edbad1234522","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580625969745490","authorIdStr":"3580625969745490"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GRAB\">$Grab Holdings(GRAB)$</a>Dear Investors... Take a look at the shareholdings.&nbsp; &nbsp;Only 2.64% are held by institutional investors, big boys . Bulk of it rest on the fate of the public..i.e retail Investors like us.&nbsp; &nbsp;If any negative news or comments inside the Grab camp, we will see a major upset on the share price... Think back, if this stock is good enough, why our Temasek holdings and those big banks not securing these deals???","listText":"<a href=\"https://laohu8.com/S/GRAB\">$Grab Holdings(GRAB)$</a>Dear Investors... Take a look at the shareholdings.&nbsp; &nbsp;Only 2.64% are held by institutional investors, big boys . Bulk of it rest on the fate of the public..i.e retail Investors like us.&nbsp; &nbsp;If any negative news or comments inside the Grab camp, we will see a major upset on the share price... Think back, if this stock is good enough, why our Temasek holdings and those big banks not securing these deals???","text":"$Grab Holdings(GRAB)$Dear Investors... Take a look at the shareholdings. Only 2.64% are held by institutional investors, big boys . Bulk of it rest on the fate of the public..i.e retail Investors like us. If any negative news or comments inside the Grab camp, we will see a major upset on the share price... Think back, if this stock is good enough, why our Temasek holdings and those big banks not securing these deals???","images":[{"img":"https://static.tigerbbs.com/28b926054b9d06ef16a2486a64b429fd","width":"720","height":"1600"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/602316495","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1517,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690450319,"gmtCreate":1639703679783,"gmtModify":1639703680042,"author":{"id":"3582972798563668","authorId":"3582972798563668","name":"JS64","avatar":"https://static.tigerbbs.com/ad519f92a203874c41d7d11080b13d18","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582972798563668","authorIdStr":"3582972798563668"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/690450319","repostId":"1169026598","repostType":4,"repost":{"id":"1169026598","kind":"news","pubTimestamp":1639698567,"share":"https://www.laohu8.com/m/news/1169026598?lang=&edition=full","pubTime":"2021-12-17 07:49","market":"us","language":"en","title":"Intel: Mobileye IPO Could Be A Masterstroke","url":"https://stock-news.laohu8.com/highlight/detail?id=1169026598","media":"seekingalpha","summary":"Summary\n\nIntel is spinning off Mobileye via an IPO in mid 2022 to raise capital for its ambitious gr","content":"<p><b>Summary</b></p>\n<ul>\n <li>Intel is spinning off Mobileye via an IPO in mid 2022 to raise capital for its ambitious growth plans. In this note, we will discuss the logic of this transaction.</li>\n <li>Mobileye is one of the leading players in autonomous vehicle technology, which means it should command a much higher multiple than Intel.</li>\n <li>At ~9x Price-to-FCF, Intel is massively undervalued, and as such Mobileye's valuation is suppressed. The IPO is likely to act as a significant value unlocking event for Intel.</li>\n <li>According to my analysis, Mobileye could quite easily fetch a valuation of $50-100B in the current market environment. Hence, Intel could raise a significant sum by selling just a minor stake.</li>\n <li>Even after the IPO, Intel will continue to control Mobileye with a majority stake, and Intel's CEO, Pat Gelsinger, will be shaping Mobileye's future as the Chairman of its Board. Hence, Intel is getting the best of both worlds with this deal. I rate Intel a strong buy at $50.</li>\n <li>Looking for a portfolio of ideas like this one? Members of Beating the Market get exclusive access to our model portfolio.</li>\n</ul>\n<p><b>Introduction</b></p>\n<p>Despite the astounding rally in chip stocks over the last 18-24 months, Intel's (NASDAQ:INTC) valuation (~12x P/FCF) continues to remain depressed. The semiconductor supply shortage is showing no signs of abating, with Intel selling all that it could make. In 2021, Intel is set to generate record revenues and operating cash flows. Although Intel is facing margin pressures due to heightened competition, its business fundamentals remain strong. Intel's balance sheet and free cash flow generation are robust. An inflationary environment is supposed to be supportive of cash flow machines like Intel. Hence, the weak price action in Intel is puzzling (even after considering Intel's manufacturing woes over the last few years).</p>\n<p>In today's note, we will focus our discussion on Intel's upcoming spinoff Mobileye, which is likely to act as a value unlocking catalyst for this chip giant.</p>\n<p>Let's begin our analysis by deciphering the logic behind an IPO for Mobileye.</p>\n<p><b>Understanding The Motivation Behind Intel's Mobileye Spinoff</b></p>\n<p>Soon after rejoining Intel as CEO, Pat Gelsinger outlined an aggressive hybrid-sourcing and foundry plan to take the semiconductor giant back to its past glory (after some woeful execution from previous management). On paper, Pat's strategy is very simple. Intel will outsource next-gen chip manufacturing to foundries like TSMC (NYSE:TSM), which would enable them to compete against rivals like AMD (NASDAQ:AMD) and Nvidia (NASDAQ:NVDA). While Intel is working toward fixing its manufacturing woes and regaining the technological lead at the node level, the company also is opening up its manufacturing plants in the Western Hemisphere for other companies (i.e., entering the foundry business).</p>\n<p></p>\n<p>The semiconductor industry is undergoing a painful supply crisis that has had far-reaching impacts across multiple industries. With the EV revolution, the demand for automotive chips is set to explode higher. Hence, the chip shortage could last for years and years. Only a handful of companies can solve this crisis, and Intel is probably the only company that could help abate this semiconductor shortage in the Western Hemisphere.</p>\n<p>Pat Gelsinger has put forward an aggressive growth plan for Intel, which could see the company growing at ~10-12% CAGR from 2023-2027. However, Pat's plan is highly capital intensive, and so Intel needs more capital.</p>\n<p><img src=\"https://static.tigerbbs.com/469130405b455b41aba450a41af1ccd1\" tg-width=\"1122\" tg-height=\"551\" referrerpolicy=\"no-referrer\"></p>\n<p>Intel is set to enter a heavy capex-spending cycle with plans to increase capex for 2022 to ~$25B-$28B. With Intel's stock trading close to record low valuation (by P/FCF) from the past 10 years, raising capital through fresh equity issuance would be highly dilutionary for Intel's shareholders. Intel is one of the most-hated stocks on Wall Street, and the management certainly is not interested in alienating more of its investor base. Hence, a capital raise through equity is ruled out.</p>\n<p>Another way to raise capital would be through debt issuance, and Intel's balance sheet and free cash flow generation are strong enough to allow for more debt. However, Intel's margins are set to come under pressure due to a potential price war with the likes of AMD, and with increased CAPEX-spending, Intel's free cash flows may suffer too in the near term. Hence, Intel's management could be unwilling to raise more capital via debt (which already stands at ~$40B).</p>\n<p>Asset monetization was probably the only viable alternative for raising capital to fund Intel's growth plan. And if we look at Intel's business, Mobileye is probably the most under-appreciated asset buried under a steep conglomerate discount. Mobileye is a category-leading business in autonomous driving (one of the hottest spaces in the market), and it would undoubtedly command a much higher trading multiple in the current market environment than what Intel paid for it back in 2017. Hence, the Mobileye spinoff is a very sound and logical decision from Intel's management.</p>\n<p><b>Pat Says Mobileye Is Comparable To Tesla! Is It Though?</b></p>\n<p>In 2017, Intel acquired Mobileye for an eye-watering sum of ~$15.3B. Since this acquisition, Mobileye has delivered significant revenue growth, achieved numerous technical innovations, and invested capital toward solving the most critical problems in the scaled deployment of autonomous driving technology. Unlike most IPOs, Mobileye is already a highly-profitable company. Hence, Intel could get a big return on its investment by selling a minority stake in Mobileye.</p>\n<p>In the last 12 months, Mobileye has generated revenues of $1.36B, with operating profits coming in at $471M (operating margin of ~35%). Also, Mobileye achieved the milestone of delivering its 100 millionth EyeQ SOC, unveiled its production robotaxi (network coming live in 2022) and won 41 new ADAS and full self-driving programs with 30 legacy automakers. In a nutshell, Mobileye has taken tremendous strides both from a technical and financial standpoint.</p>\n<p>Since Mobileye has always operated as an independent subsidiary within Intel, the separation won't be hard. The strategic partnership with Intel will remain in place, and higher visibility should enable Mobileye to win more partners across the globe. With its robotaxi network set to go live in 2022, Mobileye is probably going to be the first to market in L3/L4 AV technology.</p>\n<p>Mobileye is truly at an inflection point, and its future looks as bright as ever. Some critics would say that Intel is selling its future to chase the past. However, we must acknowledge the realities around us. The hype around autonomous driving and EVs has never been higher, and Mobileye's spectacular growth story is buried under Intel's umbrella. By bringing Mobileye to the public markets as a standalone entity, Intel is likely to receive a cash boost (at a rich trading multiple), whilst it will also maintain its majority stake (control) in the company.</p>\n<p>Although Pat compared Mobileye to Tesla (NASDAQ:TSLA) due to its AV technology (and future Robotaxi business), I think it's more comparable to Nvidia. For the purpose of this note, we shall create a guesstimate for Mobileye's valuation using trading multiples for both Tesla and Nvidia. Due to its relatively small size, I would expect Mobileye to command a higher multiple than these companies.</p>\n<p>Looking through the lens of relative valuation, Mobileye's IPO could be valued anywhere in the range of ~$50B to $70B. However, let us also determine Mobileye's absolute valuation using its financials.</p>\n<p><b>Estimating Mobileye's Fair Value</b></p>\n<p>To determine Mobileye's fair value, we will employ our proprietary valuation model. Here's what it entails:</p>\n<ul>\n <li>In step 1, we use a traditional DCF model with free cash flow discounted by our (shareholders) cost of capital.</li>\n <li></li>\n <li>In step 2, the model accounts for the effects of the change in shares outstanding (buybacks/dilutions).</li>\n <li></li>\n <li>In step 3, we normalize valuation for future growth prospects at the end of the ten years. Then, we arrive at a CAGR using today's share price and the projected share price at the end of 10 years. If this beats the market by enough of a margin, we invest. If not, we wait for a better entry point.</li>\n <li></li>\n <li>In step 4, the model accounts for dividends.</li>\n</ul>\n<p><b>Assumptions:</b></p>\n<p>Mobileye is a rapidly-growing, highly-profitable business. With a massive TAM and leading ADAS &amp; Autonomous Vehicle [AV] technology, Mobileye is set to ride an enormous secular growth trend as the shift to autonomous-driving EVs accelerates over the 2020s. Hence, a 10-year CAGR growth rate of 25% could be highly conservative. As the MoovitAV robotaxi network grows, Mobileye's margins are likely to head higher. Therefore, Mobileye's FCF margin could quite comfortably hover at more than 30% when the business matures, and growth slows down (not going to happen for another decade or two).</p>\n<p>As you can see, Mobileye is worth ~$15 per share or ~$60B market cap. The assumptions utilized in this valuation exercise are conservative, which means Mobileye could be worth even more than $60B.</p>\n<p>If Mobileye's 10-year CAGR revenue growth rate were to be in the 30%-50% range (instead of our estimate of 25%), Mobileye's fair value would come out to be ~$88B to ~$340B. At a $1T valuation, Tesla's implied 10-year CAGR revenue growth rate is ~50%. Since Mobileye is growing from a much smaller base, and considering the fact that it could become the industry standard for AV technology (by leveraging existing relationships with legacy automakers like Ford, BMW, and many others), I would imagine Mobileye has a better chance of delivering such hyper-growth than Tesla.</p>\n<p>Even after the spinoff of Mobileye, Intel would generate revenues of ~$73B in 2022 with virtually zero impact on its cash flow generation. Although Intel will lose one of its key assets in this transaction (not really, as Intel will still control Mobileye through a majority stake), the proceeds will help Intel's management execute its ambitious growth plans. Using conservative estimates, Intel (minus Mobileye) is still worth ~$70 per share (~$280B market cap) (this valuation exercise is available in my previous articles on Intel). Therefore, the Mobileye spinoff is very likely to unlock hidden value for Intel's shareholders.</p>\n<p><b>Concluding Thoughts</b></p>\n<p>With Intel's market cap hovering at just about $200B, raising capital through stock issuance is not viable. Although Intel's balance sheet and free cash flow generation remain robust, the company is entering a heavy capex-spending cycle, which makes an additional debt raise troublesome. Mobileye is one of the faster-growing business lines at Intel. However, selling a small piece of it could yield a massive sum for Intel, which could be utilized toward Pat Gelsinger's ambitious growth plan for the company. According to my analysis, Mobileye could fetch a valuation of $50B-$100B in the current market environment, and I think Intel will end up raising ~$10B-$15B from the Mobileye IPO while retaining control of the company. I like this move from Intel's management as I can see significant value unlocking from this spinoff.</p>\n<p>Intel is a deeply undervalued cash cow that pays out a healthy, growing dividend. With the Mobileye IPO set to unlock some of Intel's hidden value, I expect to see big capital appreciation in Intel over the next 12-24 months. Therefore, I continue to rate Intel a strong buy at $50.</p>\n<p>Key Takeaway: I rate Intel a strong buy at $50.</p>\n<p>Thanks for reading, and happy investing. Please share your thoughts, concerns, and/or questions in the comments section below.</p>","source":"lsy1638401102509","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>Intel: Mobileye IPO Could Be A Masterstroke</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\">\nIntel: Mobileye IPO Could Be A Masterstroke\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-17 07:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4474906-intel-mobileye-ipo-masterstroke><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nIntel is spinning off Mobileye via an IPO in mid 2022 to raise capital for its ambitious growth plans. In this note, we will discuss the logic of this transaction.\nMobileye is one of the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4474906-intel-mobileye-ipo-masterstroke\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔"},"source_url":"https://seekingalpha.com/article/4474906-intel-mobileye-ipo-masterstroke","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169026598","content_text":"Summary\n\nIntel is spinning off Mobileye via an IPO in mid 2022 to raise capital for its ambitious growth plans. In this note, we will discuss the logic of this transaction.\nMobileye is one of the leading players in autonomous vehicle technology, which means it should command a much higher multiple than Intel.\nAt ~9x Price-to-FCF, Intel is massively undervalued, and as such Mobileye's valuation is suppressed. The IPO is likely to act as a significant value unlocking event for Intel.\nAccording to my analysis, Mobileye could quite easily fetch a valuation of $50-100B in the current market environment. Hence, Intel could raise a significant sum by selling just a minor stake.\nEven after the IPO, Intel will continue to control Mobileye with a majority stake, and Intel's CEO, Pat Gelsinger, will be shaping Mobileye's future as the Chairman of its Board. Hence, Intel is getting the best of both worlds with this deal. I rate Intel a strong buy at $50.\nLooking for a portfolio of ideas like this one? Members of Beating the Market get exclusive access to our model portfolio.\n\nIntroduction\nDespite the astounding rally in chip stocks over the last 18-24 months, Intel's (NASDAQ:INTC) valuation (~12x P/FCF) continues to remain depressed. The semiconductor supply shortage is showing no signs of abating, with Intel selling all that it could make. In 2021, Intel is set to generate record revenues and operating cash flows. Although Intel is facing margin pressures due to heightened competition, its business fundamentals remain strong. Intel's balance sheet and free cash flow generation are robust. An inflationary environment is supposed to be supportive of cash flow machines like Intel. Hence, the weak price action in Intel is puzzling (even after considering Intel's manufacturing woes over the last few years).\nIn today's note, we will focus our discussion on Intel's upcoming spinoff Mobileye, which is likely to act as a value unlocking catalyst for this chip giant.\nLet's begin our analysis by deciphering the logic behind an IPO for Mobileye.\nUnderstanding The Motivation Behind Intel's Mobileye Spinoff\nSoon after rejoining Intel as CEO, Pat Gelsinger outlined an aggressive hybrid-sourcing and foundry plan to take the semiconductor giant back to its past glory (after some woeful execution from previous management). On paper, Pat's strategy is very simple. Intel will outsource next-gen chip manufacturing to foundries like TSMC (NYSE:TSM), which would enable them to compete against rivals like AMD (NASDAQ:AMD) and Nvidia (NASDAQ:NVDA). While Intel is working toward fixing its manufacturing woes and regaining the technological lead at the node level, the company also is opening up its manufacturing plants in the Western Hemisphere for other companies (i.e., entering the foundry business).\n\nThe semiconductor industry is undergoing a painful supply crisis that has had far-reaching impacts across multiple industries. With the EV revolution, the demand for automotive chips is set to explode higher. Hence, the chip shortage could last for years and years. Only a handful of companies can solve this crisis, and Intel is probably the only company that could help abate this semiconductor shortage in the Western Hemisphere.\nPat Gelsinger has put forward an aggressive growth plan for Intel, which could see the company growing at ~10-12% CAGR from 2023-2027. However, Pat's plan is highly capital intensive, and so Intel needs more capital.\n\nIntel is set to enter a heavy capex-spending cycle with plans to increase capex for 2022 to ~$25B-$28B. With Intel's stock trading close to record low valuation (by P/FCF) from the past 10 years, raising capital through fresh equity issuance would be highly dilutionary for Intel's shareholders. Intel is one of the most-hated stocks on Wall Street, and the management certainly is not interested in alienating more of its investor base. Hence, a capital raise through equity is ruled out.\nAnother way to raise capital would be through debt issuance, and Intel's balance sheet and free cash flow generation are strong enough to allow for more debt. However, Intel's margins are set to come under pressure due to a potential price war with the likes of AMD, and with increased CAPEX-spending, Intel's free cash flows may suffer too in the near term. Hence, Intel's management could be unwilling to raise more capital via debt (which already stands at ~$40B).\nAsset monetization was probably the only viable alternative for raising capital to fund Intel's growth plan. And if we look at Intel's business, Mobileye is probably the most under-appreciated asset buried under a steep conglomerate discount. Mobileye is a category-leading business in autonomous driving (one of the hottest spaces in the market), and it would undoubtedly command a much higher trading multiple in the current market environment than what Intel paid for it back in 2017. Hence, the Mobileye spinoff is a very sound and logical decision from Intel's management.\nPat Says Mobileye Is Comparable To Tesla! Is It Though?\nIn 2017, Intel acquired Mobileye for an eye-watering sum of ~$15.3B. Since this acquisition, Mobileye has delivered significant revenue growth, achieved numerous technical innovations, and invested capital toward solving the most critical problems in the scaled deployment of autonomous driving technology. Unlike most IPOs, Mobileye is already a highly-profitable company. Hence, Intel could get a big return on its investment by selling a minority stake in Mobileye.\nIn the last 12 months, Mobileye has generated revenues of $1.36B, with operating profits coming in at $471M (operating margin of ~35%). Also, Mobileye achieved the milestone of delivering its 100 millionth EyeQ SOC, unveiled its production robotaxi (network coming live in 2022) and won 41 new ADAS and full self-driving programs with 30 legacy automakers. In a nutshell, Mobileye has taken tremendous strides both from a technical and financial standpoint.\nSince Mobileye has always operated as an independent subsidiary within Intel, the separation won't be hard. The strategic partnership with Intel will remain in place, and higher visibility should enable Mobileye to win more partners across the globe. With its robotaxi network set to go live in 2022, Mobileye is probably going to be the first to market in L3/L4 AV technology.\nMobileye is truly at an inflection point, and its future looks as bright as ever. Some critics would say that Intel is selling its future to chase the past. However, we must acknowledge the realities around us. The hype around autonomous driving and EVs has never been higher, and Mobileye's spectacular growth story is buried under Intel's umbrella. By bringing Mobileye to the public markets as a standalone entity, Intel is likely to receive a cash boost (at a rich trading multiple), whilst it will also maintain its majority stake (control) in the company.\nAlthough Pat compared Mobileye to Tesla (NASDAQ:TSLA) due to its AV technology (and future Robotaxi business), I think it's more comparable to Nvidia. For the purpose of this note, we shall create a guesstimate for Mobileye's valuation using trading multiples for both Tesla and Nvidia. Due to its relatively small size, I would expect Mobileye to command a higher multiple than these companies.\nLooking through the lens of relative valuation, Mobileye's IPO could be valued anywhere in the range of ~$50B to $70B. However, let us also determine Mobileye's absolute valuation using its financials.\nEstimating Mobileye's Fair Value\nTo determine Mobileye's fair value, we will employ our proprietary valuation model. Here's what it entails:\n\nIn step 1, we use a traditional DCF model with free cash flow discounted by our (shareholders) cost of capital.\n\nIn step 2, the model accounts for the effects of the change in shares outstanding (buybacks/dilutions).\n\nIn step 3, we normalize valuation for future growth prospects at the end of the ten years. Then, we arrive at a CAGR using today's share price and the projected share price at the end of 10 years. If this beats the market by enough of a margin, we invest. If not, we wait for a better entry point.\n\nIn step 4, the model accounts for dividends.\n\nAssumptions:\nMobileye is a rapidly-growing, highly-profitable business. With a massive TAM and leading ADAS & Autonomous Vehicle [AV] technology, Mobileye is set to ride an enormous secular growth trend as the shift to autonomous-driving EVs accelerates over the 2020s. Hence, a 10-year CAGR growth rate of 25% could be highly conservative. As the MoovitAV robotaxi network grows, Mobileye's margins are likely to head higher. Therefore, Mobileye's FCF margin could quite comfortably hover at more than 30% when the business matures, and growth slows down (not going to happen for another decade or two).\nAs you can see, Mobileye is worth ~$15 per share or ~$60B market cap. The assumptions utilized in this valuation exercise are conservative, which means Mobileye could be worth even more than $60B.\nIf Mobileye's 10-year CAGR revenue growth rate were to be in the 30%-50% range (instead of our estimate of 25%), Mobileye's fair value would come out to be ~$88B to ~$340B. At a $1T valuation, Tesla's implied 10-year CAGR revenue growth rate is ~50%. Since Mobileye is growing from a much smaller base, and considering the fact that it could become the industry standard for AV technology (by leveraging existing relationships with legacy automakers like Ford, BMW, and many others), I would imagine Mobileye has a better chance of delivering such hyper-growth than Tesla.\nEven after the spinoff of Mobileye, Intel would generate revenues of ~$73B in 2022 with virtually zero impact on its cash flow generation. Although Intel will lose one of its key assets in this transaction (not really, as Intel will still control Mobileye through a majority stake), the proceeds will help Intel's management execute its ambitious growth plans. Using conservative estimates, Intel (minus Mobileye) is still worth ~$70 per share (~$280B market cap) (this valuation exercise is available in my previous articles on Intel). Therefore, the Mobileye spinoff is very likely to unlock hidden value for Intel's shareholders.\nConcluding Thoughts\nWith Intel's market cap hovering at just about $200B, raising capital through stock issuance is not viable. Although Intel's balance sheet and free cash flow generation remain robust, the company is entering a heavy capex-spending cycle, which makes an additional debt raise troublesome. Mobileye is one of the faster-growing business lines at Intel. However, selling a small piece of it could yield a massive sum for Intel, which could be utilized toward Pat Gelsinger's ambitious growth plan for the company. According to my analysis, Mobileye could fetch a valuation of $50B-$100B in the current market environment, and I think Intel will end up raising ~$10B-$15B from the Mobileye IPO while retaining control of the company. I like this move from Intel's management as I can see significant value unlocking from this spinoff.\nIntel is a deeply undervalued cash cow that pays out a healthy, growing dividend. With the Mobileye IPO set to unlock some of Intel's hidden value, I expect to see big capital appreciation in Intel over the next 12-24 months. Therefore, I continue to rate Intel a strong buy at $50.\nKey Takeaway: I rate Intel a strong buy at $50.\nThanks for reading, and happy investing. Please share your thoughts, concerns, and/or questions in the comments section below.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1333,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605789919,"gmtCreate":1639263740454,"gmtModify":1639263740760,"author":{"id":"3582972798563668","authorId":"3582972798563668","name":"JS64","avatar":"https://static.tigerbbs.com/ad519f92a203874c41d7d11080b13d18","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582972798563668","authorIdStr":"3582972798563668"},"themes":[],"htmlText":"Ok&nbsp;","listText":"Ok&nbsp;","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605789919","repostId":"2190673267","repostType":4,"isVote":1,"tweetType":1,"viewCount":1238,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605906258,"gmtCreate":1639098366744,"gmtModify":1639098366935,"author":{"id":"3582972798563668","authorId":"3582972798563668","name":"JS64","avatar":"https://static.tigerbbs.com/ad519f92a203874c41d7d11080b13d18","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582972798563668","authorIdStr":"3582972798563668"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/605906258","repostId":"1120676537","repostType":4,"isVote":1,"tweetType":1,"viewCount":1574,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605901337,"gmtCreate":1639098142932,"gmtModify":1639101281543,"author":{"id":"3582972798563668","authorId":"3582972798563668","name":"JS64","avatar":"https://static.tigerbbs.com/ad519f92a203874c41d7d11080b13d18","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582972798563668","authorIdStr":"3582972798563668"},"themes":[],"htmlText":"Isn’t athleisure booming because of covid?","listText":"Isn’t athleisure booming because of covid?","text":"Isn’t athleisure booming because of covid?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605901337","repostId":"1137405832","repostType":4,"repost":{"id":"1137405832","kind":"news","pubTimestamp":1639097512,"share":"https://www.laohu8.com/m/news/1137405832?lang=&edition=full","pubTime":"2021-12-10 08:51","market":"us","language":"en","title":"Lululemon warns of hit to athleisure demand from new COVID-19 variants","url":"https://stock-news.laohu8.com/highlight/detail?id=1137405832","media":"Reuters","summary":"(Reuters) -Lululemon Athletica Inc warned on Thursday that the spread of new coronavirus variants co","content":"<p>(Reuters) -Lululemon Athletica Inc warned on Thursday that the spread of new coronavirus variants could lead to a slowdown in demand for athleisure clothing, even as it raised its full-year revenue and profit forecasts.</p>\n<p>People stuck at home during the lockdowns last year ditched dressier clothes for hoodies and leggings, benefiting Lululemon, Aerie, Athleta, and prompting others, including Kim Kardashian's shapewear brand Skims, to enter the fray.</p>\n<p>Athleisure apparel makers are still booking sales benefits, but Lululemon said the pandemic worsening due to COVID-19 variants could further impact supply chain issues and lead to temporary closures of some or all of its stores.</p>\n<p>The new Omicron coronavirus variant first detected in southern Africa and Hong Kong has triggered uncertainty over the reopening of the global economy.</p>\n<p>Lululemon has already had to shift some production out of Vietnam due to pandemic-led factory closures over the summer, use pricier air freight more and prioritize production for key holiday styles to tackle supply-chain bottlenecks.</p>\n<p>\"Demand for our brand is outpacing supply, and our business could have been even stronger without the supply chain challenges,\" Chief Executive Officer Calvin McDonald told analysts, adding that inventory challenges affected the launch of some new clothing collections.</p>\n<p>Lululemon's shares fell 2% to $408 in extended trading, as the company also slashed sales outlook for its Mirror home-fitness platform.</p>\n<p>The company's factories in Vietnam have reopened, but lingering effects of the shutdowns have caused delays in delivery of some holiday and fall products, McDonald said.</p>\n<p>However, Lululemon raised its fiscal 2021 revenue forecast to between $6.25 billion and $6.29 billion, largely in line with estimates.</p>\n<p>The company's revenue rose to $1.45 billion in the third quarter, compared with estimates of $1.44 billion. On an adjusted basis, the company earned $1.62 per share, beating estimates of $1.41.</p>","source":"lsy1612507957220","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>Lululemon warns of hit to athleisure demand from new COVID-19 variants</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\">\nLululemon warns of hit to athleisure demand from new COVID-19 variants\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-10 08:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/lululemon-raises-annual-revenue-forecast-211352959.html><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Reuters) -Lululemon Athletica Inc warned on Thursday that the spread of new coronavirus variants could lead to a slowdown in demand for athleisure clothing, even as it raised its full-year revenue ...</p>\n\n<a href=\"https://finance.yahoo.com/news/lululemon-raises-annual-revenue-forecast-211352959.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://finance.yahoo.com/news/lululemon-raises-annual-revenue-forecast-211352959.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137405832","content_text":"(Reuters) -Lululemon Athletica Inc warned on Thursday that the spread of new coronavirus variants could lead to a slowdown in demand for athleisure clothing, even as it raised its full-year revenue and profit forecasts.\nPeople stuck at home during the lockdowns last year ditched dressier clothes for hoodies and leggings, benefiting Lululemon, Aerie, Athleta, and prompting others, including Kim Kardashian's shapewear brand Skims, to enter the fray.\nAthleisure apparel makers are still booking sales benefits, but Lululemon said the pandemic worsening due to COVID-19 variants could further impact supply chain issues and lead to temporary closures of some or all of its stores.\nThe new Omicron coronavirus variant first detected in southern Africa and Hong Kong has triggered uncertainty over the reopening of the global economy.\nLululemon has already had to shift some production out of Vietnam due to pandemic-led factory closures over the summer, use pricier air freight more and prioritize production for key holiday styles to tackle supply-chain bottlenecks.\n\"Demand for our brand is outpacing supply, and our business could have been even stronger without the supply chain challenges,\" Chief Executive Officer Calvin McDonald told analysts, adding that inventory challenges affected the launch of some new clothing collections.\nLululemon's shares fell 2% to $408 in extended trading, as the company also slashed sales outlook for its Mirror home-fitness platform.\nThe company's factories in Vietnam have reopened, but lingering effects of the shutdowns have caused delays in delivery of some holiday and fall products, McDonald said.\nHowever, Lululemon raised its fiscal 2021 revenue forecast to between $6.25 billion and $6.29 billion, largely in line with estimates.\nThe company's revenue rose to $1.45 billion in the third quarter, compared with estimates of $1.44 billion. On an adjusted basis, the company earned $1.62 per share, beating estimates of $1.41.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1321,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602692487,"gmtCreate":1639012270775,"gmtModify":1639012271002,"author":{"id":"3582972798563668","authorId":"3582972798563668","name":"JS64","avatar":"https://static.tigerbbs.com/ad519f92a203874c41d7d11080b13d18","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582972798563668","authorIdStr":"3582972798563668"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/602692487","repostId":"1103976773","repostType":4,"isVote":1,"tweetType":1,"viewCount":984,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":877319824,"gmtCreate":1637887309577,"gmtModify":1637887309758,"author":{"id":"3582972798563668","authorId":"3582972798563668","name":"JS64","avatar":"https://static.tigerbbs.com/ad519f92a203874c41d7d11080b13d18","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582972798563668","authorIdStr":"3582972798563668"},"themes":[],"htmlText":"Bad","listText":"Bad","text":"Bad","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/877319824","repostId":"1161077924","repostType":4,"isVote":1,"tweetType":1,"viewCount":1218,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":874274722,"gmtCreate":1637798001086,"gmtModify":1637798001223,"author":{"id":"3582972798563668","authorId":"3582972798563668","name":"JS64","avatar":"https://static.tigerbbs.com/ad519f92a203874c41d7d11080b13d18","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582972798563668","authorIdStr":"3582972798563668"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/874274722","repostId":"1127113461","repostType":4,"repost":{"id":"1127113461","kind":"news","pubTimestamp":1637797584,"share":"https://www.laohu8.com/m/news/1127113461?lang=&edition=full","pubTime":"2021-11-25 07:46","market":"us","language":"en","title":"Fed Minutes Reflect Intensifying Inflation Debate. Here’s Why It Matters.","url":"https://stock-news.laohu8.com/highlight/detail?id=1127113461","media":"Barrons","summary":"Federal Reserve officials debated at their latest meeting accelerating the pace of reductions in the","content":"<p>Federal Reserve officials debated at their latest meeting accelerating the pace of reductions in their emergency bond purchases. Based on minutes released today of the Federal Open Market Committee’s Nov. 2-3 meeting, the conversation reflected growing discomfort with inflation, which is both greater and more persistent than officials had anticipated.</p>\n<p>The Fed initiated the purchase of $120 billion a month of Treasury and mortgage-backed securities in response to the pandemic, and signaled in recent months that it planned to start trimming its buying; the tapering process began this month. The latest minutes from the Fed’s policy-setting arm shed light on a debate that is crucial for the path of monetary policy at a time when President Joe Biden is mulling nominations for several vacant seats at the central bank.</p>\n<p>The minutes reiterate officials’ view that rising prices are connected to reopening bottlenecks, and thus, are temporary. However, the minutes also suggest officials have become less sure in their assessment that inflation is transitory.</p>\n<p>“Participants generally saw the current elevated level of inflation as largely reflecting factors that were likely to be transitory but judged that inflation pressures could take longer to subside than they had previously assessed,” the minutes say.</p>\n<p>In other words, “transitory” may represent a longer timeframe than previously expected.</p>\n<p>The Delta wave of Covid-19 intensified the impediments to supply chains and had helped sustain the high level of goods demand, adding to the upward pressure on prices. The minutes state: “Participants also observed that increases in energy prices, stronger rates of nominal wage growth, and higher housing rental costs had been forces adding to inflation,” with some participants highlighting the fact that price increases had become more widespread.</p>\n<p>As such, some participants suggested that reducing the pace of asset purchases by more than $15 billion each month could be warranted. The key takeaway: speeding up the taper process would put the FOMC “in a better position to make adjustments to the target range for the federal funds rate, particularly in light of inflation pressures,” the minutes state.</p>\n<p>Fed Chair Jerome Powell has worked hard to convince markets that tapering doesn’t start the clock on interest-rate increases, but the minutes suggest some members want to raise rates sooner than planned.</p>\n<p>Even so, the minutes show that while participants expect “significant inflation pressures to last for longer than they previously expected,” they still generally continue to anticipate that the inflation rate will diminish significantly during 2022 as supply and demand imbalances thaw.</p>\n<p>The FOMC next meets on December 14-15, after the November jobs report and consumer price index are released. How the labor market looks–in particular, if weak participation continues to push up wages–and whether consumer prices continue to climb will shape those discussions. At this point, investors are pricing in a June 2022 liftoff for interest rates, but an accelerated taper timeline could bring forward the first rate increase.</p>\n<p>While the bar for an acceleration in the tapering of asset purchases is high, “it looks reasonably likely to be cleared should we see another solid payroll report and inflation data release in December,” says&nbsp;Bob Miller, head of Americas fundamental fixed income at&nbsp;BlackRock.</p>","source":"lsy1601382232898","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>Fed Minutes Reflect Intensifying Inflation Debate. Here’s Why It Matters.</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\">\nFed Minutes Reflect Intensifying Inflation Debate. Here’s Why It Matters.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-25 07:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/fed-minutes-reflect-intensifying-inflation-debate-heres-why-it-matters-51637787437?mod=hp_LEAD_2><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Federal Reserve officials debated at their latest meeting accelerating the pace of reductions in their emergency bond purchases. Based on minutes released today of the Federal Open Market Committee’s ...</p>\n\n<a href=\"https://www.barrons.com/articles/fed-minutes-reflect-intensifying-inflation-debate-heres-why-it-matters-51637787437?mod=hp_LEAD_2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.barrons.com/articles/fed-minutes-reflect-intensifying-inflation-debate-heres-why-it-matters-51637787437?mod=hp_LEAD_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127113461","content_text":"Federal Reserve officials debated at their latest meeting accelerating the pace of reductions in their emergency bond purchases. Based on minutes released today of the Federal Open Market Committee’s Nov. 2-3 meeting, the conversation reflected growing discomfort with inflation, which is both greater and more persistent than officials had anticipated.\nThe Fed initiated the purchase of $120 billion a month of Treasury and mortgage-backed securities in response to the pandemic, and signaled in recent months that it planned to start trimming its buying; the tapering process began this month. The latest minutes from the Fed’s policy-setting arm shed light on a debate that is crucial for the path of monetary policy at a time when President Joe Biden is mulling nominations for several vacant seats at the central bank.\nThe minutes reiterate officials’ view that rising prices are connected to reopening bottlenecks, and thus, are temporary. However, the minutes also suggest officials have become less sure in their assessment that inflation is transitory.\n“Participants generally saw the current elevated level of inflation as largely reflecting factors that were likely to be transitory but judged that inflation pressures could take longer to subside than they had previously assessed,” the minutes say.\nIn other words, “transitory” may represent a longer timeframe than previously expected.\nThe Delta wave of Covid-19 intensified the impediments to supply chains and had helped sustain the high level of goods demand, adding to the upward pressure on prices. The minutes state: “Participants also observed that increases in energy prices, stronger rates of nominal wage growth, and higher housing rental costs had been forces adding to inflation,” with some participants highlighting the fact that price increases had become more widespread.\nAs such, some participants suggested that reducing the pace of asset purchases by more than $15 billion each month could be warranted. The key takeaway: speeding up the taper process would put the FOMC “in a better position to make adjustments to the target range for the federal funds rate, particularly in light of inflation pressures,” the minutes state.\nFed Chair Jerome Powell has worked hard to convince markets that tapering doesn’t start the clock on interest-rate increases, but the minutes suggest some members want to raise rates sooner than planned.\nEven so, the minutes show that while participants expect “significant inflation pressures to last for longer than they previously expected,” they still generally continue to anticipate that the inflation rate will diminish significantly during 2022 as supply and demand imbalances thaw.\nThe FOMC next meets on December 14-15, after the November jobs report and consumer price index are released. How the labor market looks–in particular, if weak participation continues to push up wages–and whether consumer prices continue to climb will shape those discussions. At this point, investors are pricing in a June 2022 liftoff for interest rates, but an accelerated taper timeline could bring forward the first rate increase.\nWhile the bar for an acceleration in the tapering of asset purchases is high, “it looks reasonably likely to be cleared should we see another solid payroll report and inflation data release in December,” says Bob Miller, head of Americas fundamental fixed income at BlackRock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":458,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":875555642,"gmtCreate":1637673387920,"gmtModify":1637673388022,"author":{"id":"3582972798563668","authorId":"3582972798563668","name":"JS64","avatar":"https://static.tigerbbs.com/ad519f92a203874c41d7d11080b13d18","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582972798563668","authorIdStr":"3582972798563668"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/875555642","repostId":"1197163617","repostType":4,"repost":{"id":"1197163617","kind":"news","pubTimestamp":1637671759,"share":"https://www.laohu8.com/m/news/1197163617?lang=&edition=full","pubTime":"2021-11-23 20:49","market":"us","language":"en","title":"Aadi Bioscience Shares Rally On FDA Approval For Its First Product For Rare Form Cancer","url":"https://stock-news.laohu8.com/highlight/detail?id=1197163617","media":"Benzinga","summary":"The FDA has approved Aadi Bioscience Inc's Fyarro (sirolimus protein-bound particles for injectable ","content":"<ul>\n <li>The&nbsp;FDA has approved&nbsp;<b>Aadi Bioscience Inc's</b>&nbsp;Fyarro (sirolimus protein-bound particles for injectable suspension) (albumin-bound) for perivascular epithelioid cell tumor (PEComa).</li>\n</ul>\n<ul>\n <li>The approval marks the first and only therapy for adult patients for locally advanced unresectable or metastatic malignant PEComa.</li>\n <li>PEComa is a family of rare tumors that form in the soft tissues of the stomach, intestines, lungs, female reproductive organs, and genitourinary organs.</li>\n <li>In Phase 2 registrational AMPECT trial, the overall response rate was 39% (12/31), with two patients achieving a Complete Response after prolonged follow-up.</li>\n <li>The median duration of response has not been reached, with a median follow-up of 36 months.</li>\n <li>Among responders, 92% had a response lasting greater than or equal to 6 months; 67% had a response lasting up to 12 months, and 58% had a response lasting up to 2 years.</li>\n <li><b>Price Action:</b>&nbsp;AADI shares are up 42.6% at $36.39 during the premarket session on the last check Tuesday.</li>\n</ul>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Aadi Bioscience Shares Rally On FDA Approval For Its First Product For Rare Form Cancer</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\">\nAadi Bioscience Shares Rally On FDA Approval For Its First Product For Rare Form Cancer\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-23 20:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/general/biotech/21/11/24244830/aadi-bioscience-shares-rally-on-fda-approval-for-its-first-product-for-rare-form-cancer><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The FDA has approved Aadi Bioscience Inc's Fyarro (sirolimus protein-bound particles for injectable suspension) (albumin-bound) for perivascular epithelioid cell tumor (PEComa).\n\n\nThe approval marks ...</p>\n\n<a href=\"https://www.benzinga.com/general/biotech/21/11/24244830/aadi-bioscience-shares-rally-on-fda-approval-for-its-first-product-for-rare-form-cancer\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.benzinga.com/general/biotech/21/11/24244830/aadi-bioscience-shares-rally-on-fda-approval-for-its-first-product-for-rare-form-cancer","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197163617","content_text":"The FDA has approved Aadi Bioscience Inc's Fyarro (sirolimus protein-bound particles for injectable suspension) (albumin-bound) for perivascular epithelioid cell tumor (PEComa).\n\n\nThe approval marks the first and only therapy for adult patients for locally advanced unresectable or metastatic malignant PEComa.\nPEComa is a family of rare tumors that form in the soft tissues of the stomach, intestines, lungs, female reproductive organs, and genitourinary organs.\nIn Phase 2 registrational AMPECT trial, the overall response rate was 39% (12/31), with two patients achieving a Complete Response after prolonged follow-up.\nThe median duration of response has not been reached, with a median follow-up of 36 months.\nAmong responders, 92% had a response lasting greater than or equal to 6 months; 67% had a response lasting up to 12 months, and 58% had a response lasting up to 2 years.\nPrice Action: AADI shares are up 42.6% at $36.39 during the premarket session on the last check Tuesday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":603,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":871443837,"gmtCreate":1637108448737,"gmtModify":1637108449061,"author":{"id":"3582972798563668","authorId":"3582972798563668","name":"JS64","avatar":"https://static.tigerbbs.com/ad519f92a203874c41d7d11080b13d18","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582972798563668","authorIdStr":"3582972798563668"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/871443837","repostId":"2184988176","repostType":4,"isVote":1,"tweetType":1,"viewCount":669,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":873645679,"gmtCreate":1636941653040,"gmtModify":1636941653143,"author":{"id":"3582972798563668","authorId":"3582972798563668","name":"JS64","avatar":"https://static.tigerbbs.com/ad519f92a203874c41d7d11080b13d18","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582972798563668","authorIdStr":"3582972798563668"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/873645679","repostId":"1175866532","repostType":4,"isVote":1,"tweetType":1,"viewCount":475,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":873340887,"gmtCreate":1636864629361,"gmtModify":1636864629491,"author":{"id":"3582972798563668","authorId":"3582972798563668","name":"JS64","avatar":"https://static.tigerbbs.com/ad519f92a203874c41d7d11080b13d18","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582972798563668","authorIdStr":"3582972798563668"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/873340887","repostId":"1159096163","repostType":4,"repost":{"id":"1159096163","kind":"news","pubTimestamp":1636851053,"share":"https://www.laohu8.com/m/news/1159096163?lang=&edition=full","pubTime":"2021-11-14 08:50","market":"us","language":"en","title":"Shoppers Are Heading to Malls Again. These Stocks Are Good Bets.","url":"https://stock-news.laohu8.com/highlight/detail?id=1159096163","media":"Barrons","summary":"By the time the pandemic hit the U.S. economy, the outlook for Abercrombie & Fitch seemed dire.\nOnce","content":"<p>By the time the pandemic hit the U.S. economy, the outlook for&nbsp;Abercrombie &amp; Fitch&nbsp;seemed dire.</p>\n<p>Once a mall staple that captured the hearts and wallets of teenagers with stark, sexy advertising and dark, perfume-drenched stores, Abercrombie’s (ticker: ANF) stock price hit fresh lows in 2017. Shoppers’ distaste for the brand and a steady decrease in mall traffic clouded its future. Then, in March of 2020, the coronavirus began closing malls and stores across the country.</p>\n<p>The retail apocalypse, it seemed, was about to claim another victim.</p>\n<p>But something surprising happened on the way to the funeral: Abercrombie enjoyed one of its best years since its 2000s heyday. Under CEO Fran Horowitz, the company rebranded, putting out a more inclusive message and pivoting its focus toward young professionals while fine-tuning its Hollister brand for teenagers.</p>\n<p>Revenue increased 24% year over year in the company’s fiscal second quarter ended July 31, and 3% from prepandemic levels. Its stock is up 120% this year as shoppers flush with cash flock back to stores.</p>\n<p>“Perception of a brand is a hard thing to turn, and it takes time in order to build back trust with your consumer,” Horowitz says in an interview with <i>Barron’s</i>. “So, here we are happy to say in 2021 that we are seeing, obviously, the wonderful effects of all of that hard work.”</p>\n<p>Abercrombie isn’t the only retail brand that is coming into a new period of growth. Over the past year, many of America’s retailers have not only clawed their way out of the abyss, but have harnessed macroeconomic changes ushered in by the pandemic to propel themselves into an unexpected renaissance.</p>\n<p>Brands that successfully merged their bricks-and-mortar operations with digital strategies are seeing sales soar and stock prices rise, lifted by a strong market and consumers champing at the bit to spend their pandemic savings. The stock prices of many major mall-based retailers have soared, including&nbsp;Macy’s&nbsp;(M),Nordstrom&nbsp;(JWN), Famous Footwear parent Caleres&nbsp;(CAL), and&nbsp;Signet Jewelers (SIG), which all gained at least 100% in the past 12 months.</p>\n<p>These companies are now poised to reap the benefits of a potentially record-setting holiday season. Consumers could spend $851 billion, a 9.5% increase from last year’s record $777 billion and more than twice the 4.4% average increase over the past five years, according to the National Retail Federation.</p>\n<p>No one knows whether the party will last or whether these stores are simply capturing sales that would have happened in the future. Before retail sales normalize, companies need to navigate a host of supply-chain and inflationary pressures that could put a damper on holiday sales.</p>\n<p>But the unexpected revival has reaffirmed the faith of many brands in the power of the physical stores. While still heavily investing in online operations, they are continuing to bet big on a bricks-and-mortar future. And as investments in physical stores continue, the demise of the bricks-and-mortar retailer that many once expected no longer seems so certain.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/57cd1db2ff23484eff85f5e6ad64d7c8\" tg-width=\"700\" tg-height=\"467\" referrerpolicy=\"no-referrer\"><span>Wealthy households plan to spend an average $2,624 this holiday season, 15% more than last year.</span></p>\n<p>The pandemic wasn’t exactly ideal for retailers, but it offered some unique opportunities. The problems were obvious. People were afraid to shop in person. Shoppers—even baby boomers—flocked online in unexpected numbers. Retail behemoths such as&nbsp;Amazon.com&nbsp;(AMZN) and&nbsp;Walmart (WMT) saw their best year ever.</p>\n<p>“The investor sentiment—especially from short term, hedge fund type investors—had just turned very negative on the group,” Columbia Threadneedle Investments retail analyst Mari Shor says. “I just think that investors weren’t really giving the companies, or the consumers, the benefit of the doubt.”</p>\n<p>Shor says the doubt among investors was rooted in the notion that traditional retailers, both prepandemic and postpandemic, wouldn’t make it out alive.</p>\n<p>But the pandemic gave retailers the rare chance to close poorly performing locations and focus on great ones. Many retailers also focused on getting better online, and shifted their sales strategies to target consumers wherever and whenever they wanted to shop—whether online, mobile, or in-store.</p>\n<p>In one example of a company looking to fuel growth while connecting digital and in-store operations, the parent company of Saks Fifth Avenue spun out its e-commerce arm, which is now expected to go public with a target valuation of $6 billion.</p>\n<p>Such approaches proved critical. Online and other non-store sales are expected to increase between 11% and 15% this holiday season, potentially reaching a high of $226 billion, according to National Retail Federation estimates.</p>\n<p>“We’d like to think that the pandemic not only accelerated the adoption of e-commerce around the world but also expanded the market,” says Pedro Palandrani, a research analyst at Global X who covers e-commerce.</p>\n<p>Abercrombie invested hundreds of millions of dollars in its digital strategy, emphasizing smooth transitions from digital to in-store experiences with initiatives such as improving the company’s website and instituting in-store returns and pickups for online purchases. The arrival of the pandemic prompted Abercrombie to close 130 stores worldwide and 50% of the brand’s flagships, bringing total store closures in the past 10 years to about 500, while strategically opening a few key new stores, Horowitz says.</p>\n<p>“Stores matter, but they have to be the right size, the right location, and the right economics,” she says. “You put that together with the digital and it equals magic.”</p>\n<p>Not only are physical stores cost-effective ways to draw in-person shoppers, but they also can serve as crucial distribution centers for online pickups and returns, as well as local shipping, says B. Riley Securities analyst Susan Anderson. In recent years, even online retailers such as Warby Parker (WRBY) have expanded their physical presence to accommodate shopper preferences. “The consumer wants to shop when and where they want to,” Anderson says.</p>\n<p>That behavior can evolve in unexpected ways. Malls and physical stores are growing in popularity among digitally savvy teenagers and young adults.</p>\n<p>According to a survey of 1,000 shoppers earlier this year commissioned by BHDP, a design firm that counts retail among its specialties, 55% of 14-to-17 year olds say they are now shopping at indoor malls, and 90% plan to head to a mall in the next year. The 18-to-24-year-old shoppers surveyed are also back at the mall, trying on products, using in-store promotions, and making returns. Such shifts have led retailers to ditch old views and assumptions about specific demographics, says Rod Sides, vice chairman of U.S. retail and distribution at Deloitte.</p>\n<p>The shifts in strategy during the pandemic put many retailers in a better position for the reopening of malls and downtowns this year—and shoppers were eager to open their wallets.</p>\n<p>During the pandemic, some consumers became unexpectedly flush. They got stimulus payments, saved up from a decline in travel expenses, and saw the markets soar. Today, consumer savings at all income levels are at or near a record. Wealthy households are planning to spend 15% more than last year this holiday season, averaging $2,624 per household and driving much of the season’s growth, an annual Deloitte study found.</p>\n<p>“You got a lot of cash and there’s a fair amount of pent-up demand,” says Mark Zandi, chief economist at Moody’s Analytics.</p>\n<p>Retail and food-services sales increased to an estimated $625 billion in September, up 0.7% from October and 13.9% year over year, according to the U.S. Census Bureau. Sales in retail alone rose 0.8% from August. “We were expecting that you’d see some pullback in September, and we didn’t,” says Citigroup economist Veronica Clark.</p>\n<p>Retailers are much healthier than they were a decade ago heading into the holiday season, Matthew Shay, president and CEO of the National Retail Federation, said in a media briefing in October. A yearly&nbsp;Mastercard&nbsp;spending index forecasts U.S. retail sales to increase 7.4% this season, with significant gains in apparel, department stores, jewelry, and luxury items.</p>\n<p>Luxury retailer&nbsp;Burberry Group&nbsp;(BRBY.UK), known for its tartan fabric and scarves, said this past week that comparable sales for its first half of fiscal 2022 rose 37%, and that full-price sales are growing at a double-digit rate. And&nbsp;Tapestry&nbsp;(TPR), the parent company of Coach, posted better-than-expected fiscal first-quarter earnings, raising its outlook for 2022 sales and profits.</p>\n<p>Some analysts are bullish on the retail sector, with Cowen saying that “many of the luxury brands have successfully been able to take price increases and will likely benefit from the historically strong consumer balance sheets in the U.S. and internationally.” Wolfe Research favors Nordstrom and Tapestry, among others, with analysts writing in a note that “nearly all the major drivers of U.S. consumer spending favor the high end.”</p>\n<p>Meanwhile, more Americans started coming out to the mall. Placer.ai mall-traffic statistics show that foot traffic for indoor malls was up 3% in October compared with 2019 levels, and traffic for outdoor malls was up 5%—one of the reasons mall stores are seeing their stocks soar. Simon Property Group (SPG), which owns the malls themselves, saw its stock gain about 90% in 2021.</p>\n<p>“With the combination of more individuals becoming fully vaccinated, paired with many shopping early for the coming holiday season due to supply-chain concerns, we have seen a steady rise in foot traffic since July,” says Lindsay Petak, senior marketing manager for Tysons Corner Center in the Washington region. The mall is owned by Macerich (MAC), which also has seen its share price nearly double this year.</p>\n<p>All of this added to a stock run-up for the ages for beaten-down retailers. Over the past year, the&nbsp;SPDR S&amp;P Retail&nbsp;exchanged-trade fund (XRT) was up 85%, while the S&amp;P 500 rose 33%. The&nbsp;Invesco S&amp;P 500 Equal Weight Consumer Discretionary&nbsp;ETF (RCD) has outperformed the S&amp;P 500 by five percentage points this year, a sign that investors remain bullish on retail sales.</p>\n<p>“We’ve seen department stores and apparel and discretionary retailers really bounce back as soon as the economy reopened,” the NRF’s Shay says. “Department stores are always a popular destination for the holiday season, based on the consumer survey work we do....They continue to be at the top of the list of the places people shop this year.”</p>\n<p>All that said, analysts and investors alike remain confident of the role physical stores play, which might look different from their online counterparts, but they’re here to stay.</p>\n<p>The verdict on whether the retail renaissance is sustainable in the long term isn’t in yet. Retailers are operating in a macroeconomic environment far from the norm, making any guesses even more speculative.</p>\n<p>“I don’t think we have normal insight yet because there are just too many complexities throughout the business right now,” says Jefferies analyst Janine Stichter.</p>\n<p>Companies are struggling to manage ongoing supply-chain concerns, inflationary pressures, and a persistent labor shortage, which are likely to bite into earnings despite all signs pointing to a strong holiday quarter. “The supply-chain issues, they’re real,” Horowitz says.</p>\n<p>Abercrombie is assuming a modest impact on sales due to supply-chain constraints, with even bigger impacts coming from freight inflation, the company said in its second-quarter earnings call.</p>\n<p>To ease supply-chain pressures, retailers are encouraging consumers to start their shopping early—a trend that could skew end-of-year sales data, Citigroup’s Clark says. If shoppers pull their gift-buying forward, there could be a decline in November and December compared with previous years. “It’s not necessarily that spending is much weaker; it’s just that the distribution over months is different,” she says.</p>\n<p>On the flip side, low inventories will give retailers higher pricing power that can help offset supply-chain disruptions, Stichter says. While beneficial to retailers, this could drive prices up even more, says Sasha Tomic, an economist at Boston College.</p>\n<p>Whatever the risks, strong performance won’t last forever, says Matthew Forester, chief investment officer at BNY Mellon’s Lockwood Advisors. “The U.S. economy, overall, is clearly slowing down,” he says. “And we’re going to slow down into the next year. Plus, as we get back to trend growth, that’s just what’s likely to happen.”</p>\n<p>The economy will eventually exit its euphoria as stimulus continues to dwindle, he says. And while the comedown might not be “terrible,” he says, it will still be a decline from where consumer spending is now.</p>\n<p>Abercrombie, though, is powering through the headwinds with the help of its bricks-and-mortar stores. The company is planning to position more inventory in stores, and is routing e-commerce orders to stores as well as partnering with Uber, Shipt, and Postmates to offer same-day delivery.</p>\n<p>Other retailers have taken supply-chain solutions in their own hands. Specialty-apparel company American Eagle Outfitters (AEO) recently announced it was acquiring Quiet Logistics, an operator of automated distribution centers near city centers, just weeks after it bought AirTerra, which focuses on middle-mile logistics—the delivery of products from a warehouse to a retail store.</p>\n<p>“We’re going to just continue at it,” Horowitz says.</p>\n<p>As retailers forge ahead, doomsayers might have to hold off on heralding a retail apocalypse. For now, the sentiment is clear: Consumers are rediscovering the joys of bricks-and-mortar shopping. The mall has become cool again.</p>","source":"lsy1601382232898","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>Shoppers Are Heading to Malls Again. 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These Stocks Are Good Bets.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-14 08:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/macys-abercrombie-simon-property-retail-stocks-51636674171?mod=hp_HERO><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>By the time the pandemic hit the U.S. economy, the outlook for Abercrombie & Fitch seemed dire.\nOnce a mall staple that captured the hearts and wallets of teenagers with stark, sexy advertising and ...</p>\n\n<a href=\"https://www.barrons.com/articles/macys-abercrombie-simon-property-retail-stocks-51636674171?mod=hp_HERO\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BBRYF":"Burberry Group Plc","SIG":"西格内特珠宝","CAL":"Caleres鞋业","M":"梅西百货","BRBY.UK":"巴宝莉","WMT":"沃尔玛","RCD":"READY CAPITAL CORPORATION 9.00% SENIOR NOTES DUE 2029","ANF":"爱芬奇","AMZN":"亚马逊","JWN":"诺德斯特龙","TPR":"Tapestry Inc."},"source_url":"https://www.barrons.com/articles/macys-abercrombie-simon-property-retail-stocks-51636674171?mod=hp_HERO","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159096163","content_text":"By the time the pandemic hit the U.S. economy, the outlook for Abercrombie & Fitch seemed dire.\nOnce a mall staple that captured the hearts and wallets of teenagers with stark, sexy advertising and dark, perfume-drenched stores, Abercrombie’s (ticker: ANF) stock price hit fresh lows in 2017. Shoppers’ distaste for the brand and a steady decrease in mall traffic clouded its future. Then, in March of 2020, the coronavirus began closing malls and stores across the country.\nThe retail apocalypse, it seemed, was about to claim another victim.\nBut something surprising happened on the way to the funeral: Abercrombie enjoyed one of its best years since its 2000s heyday. Under CEO Fran Horowitz, the company rebranded, putting out a more inclusive message and pivoting its focus toward young professionals while fine-tuning its Hollister brand for teenagers.\nRevenue increased 24% year over year in the company’s fiscal second quarter ended July 31, and 3% from prepandemic levels. Its stock is up 120% this year as shoppers flush with cash flock back to stores.\n“Perception of a brand is a hard thing to turn, and it takes time in order to build back trust with your consumer,” Horowitz says in an interview with Barron’s. “So, here we are happy to say in 2021 that we are seeing, obviously, the wonderful effects of all of that hard work.”\nAbercrombie isn’t the only retail brand that is coming into a new period of growth. Over the past year, many of America’s retailers have not only clawed their way out of the abyss, but have harnessed macroeconomic changes ushered in by the pandemic to propel themselves into an unexpected renaissance.\nBrands that successfully merged their bricks-and-mortar operations with digital strategies are seeing sales soar and stock prices rise, lifted by a strong market and consumers champing at the bit to spend their pandemic savings. The stock prices of many major mall-based retailers have soared, including Macy’s (M),Nordstrom (JWN), Famous Footwear parent Caleres (CAL), and Signet Jewelers (SIG), which all gained at least 100% in the past 12 months.\nThese companies are now poised to reap the benefits of a potentially record-setting holiday season. Consumers could spend $851 billion, a 9.5% increase from last year’s record $777 billion and more than twice the 4.4% average increase over the past five years, according to the National Retail Federation.\nNo one knows whether the party will last or whether these stores are simply capturing sales that would have happened in the future. Before retail sales normalize, companies need to navigate a host of supply-chain and inflationary pressures that could put a damper on holiday sales.\nBut the unexpected revival has reaffirmed the faith of many brands in the power of the physical stores. While still heavily investing in online operations, they are continuing to bet big on a bricks-and-mortar future. And as investments in physical stores continue, the demise of the bricks-and-mortar retailer that many once expected no longer seems so certain.\nWealthy households plan to spend an average $2,624 this holiday season, 15% more than last year.\nThe pandemic wasn’t exactly ideal for retailers, but it offered some unique opportunities. The problems were obvious. People were afraid to shop in person. Shoppers—even baby boomers—flocked online in unexpected numbers. Retail behemoths such as Amazon.com (AMZN) and Walmart (WMT) saw their best year ever.\n“The investor sentiment—especially from short term, hedge fund type investors—had just turned very negative on the group,” Columbia Threadneedle Investments retail analyst Mari Shor says. “I just think that investors weren’t really giving the companies, or the consumers, the benefit of the doubt.”\nShor says the doubt among investors was rooted in the notion that traditional retailers, both prepandemic and postpandemic, wouldn’t make it out alive.\nBut the pandemic gave retailers the rare chance to close poorly performing locations and focus on great ones. Many retailers also focused on getting better online, and shifted their sales strategies to target consumers wherever and whenever they wanted to shop—whether online, mobile, or in-store.\nIn one example of a company looking to fuel growth while connecting digital and in-store operations, the parent company of Saks Fifth Avenue spun out its e-commerce arm, which is now expected to go public with a target valuation of $6 billion.\nSuch approaches proved critical. Online and other non-store sales are expected to increase between 11% and 15% this holiday season, potentially reaching a high of $226 billion, according to National Retail Federation estimates.\n“We’d like to think that the pandemic not only accelerated the adoption of e-commerce around the world but also expanded the market,” says Pedro Palandrani, a research analyst at Global X who covers e-commerce.\nAbercrombie invested hundreds of millions of dollars in its digital strategy, emphasizing smooth transitions from digital to in-store experiences with initiatives such as improving the company’s website and instituting in-store returns and pickups for online purchases. The arrival of the pandemic prompted Abercrombie to close 130 stores worldwide and 50% of the brand’s flagships, bringing total store closures in the past 10 years to about 500, while strategically opening a few key new stores, Horowitz says.\n“Stores matter, but they have to be the right size, the right location, and the right economics,” she says. “You put that together with the digital and it equals magic.”\nNot only are physical stores cost-effective ways to draw in-person shoppers, but they also can serve as crucial distribution centers for online pickups and returns, as well as local shipping, says B. Riley Securities analyst Susan Anderson. In recent years, even online retailers such as Warby Parker (WRBY) have expanded their physical presence to accommodate shopper preferences. “The consumer wants to shop when and where they want to,” Anderson says.\nThat behavior can evolve in unexpected ways. Malls and physical stores are growing in popularity among digitally savvy teenagers and young adults.\nAccording to a survey of 1,000 shoppers earlier this year commissioned by BHDP, a design firm that counts retail among its specialties, 55% of 14-to-17 year olds say they are now shopping at indoor malls, and 90% plan to head to a mall in the next year. The 18-to-24-year-old shoppers surveyed are also back at the mall, trying on products, using in-store promotions, and making returns. Such shifts have led retailers to ditch old views and assumptions about specific demographics, says Rod Sides, vice chairman of U.S. retail and distribution at Deloitte.\nThe shifts in strategy during the pandemic put many retailers in a better position for the reopening of malls and downtowns this year—and shoppers were eager to open their wallets.\nDuring the pandemic, some consumers became unexpectedly flush. They got stimulus payments, saved up from a decline in travel expenses, and saw the markets soar. Today, consumer savings at all income levels are at or near a record. Wealthy households are planning to spend 15% more than last year this holiday season, averaging $2,624 per household and driving much of the season’s growth, an annual Deloitte study found.\n“You got a lot of cash and there’s a fair amount of pent-up demand,” says Mark Zandi, chief economist at Moody’s Analytics.\nRetail and food-services sales increased to an estimated $625 billion in September, up 0.7% from October and 13.9% year over year, according to the U.S. Census Bureau. Sales in retail alone rose 0.8% from August. “We were expecting that you’d see some pullback in September, and we didn’t,” says Citigroup economist Veronica Clark.\nRetailers are much healthier than they were a decade ago heading into the holiday season, Matthew Shay, president and CEO of the National Retail Federation, said in a media briefing in October. A yearly Mastercard spending index forecasts U.S. retail sales to increase 7.4% this season, with significant gains in apparel, department stores, jewelry, and luxury items.\nLuxury retailer Burberry Group (BRBY.UK), known for its tartan fabric and scarves, said this past week that comparable sales for its first half of fiscal 2022 rose 37%, and that full-price sales are growing at a double-digit rate. And Tapestry (TPR), the parent company of Coach, posted better-than-expected fiscal first-quarter earnings, raising its outlook for 2022 sales and profits.\nSome analysts are bullish on the retail sector, with Cowen saying that “many of the luxury brands have successfully been able to take price increases and will likely benefit from the historically strong consumer balance sheets in the U.S. and internationally.” Wolfe Research favors Nordstrom and Tapestry, among others, with analysts writing in a note that “nearly all the major drivers of U.S. consumer spending favor the high end.”\nMeanwhile, more Americans started coming out to the mall. Placer.ai mall-traffic statistics show that foot traffic for indoor malls was up 3% in October compared with 2019 levels, and traffic for outdoor malls was up 5%—one of the reasons mall stores are seeing their stocks soar. Simon Property Group (SPG), which owns the malls themselves, saw its stock gain about 90% in 2021.\n“With the combination of more individuals becoming fully vaccinated, paired with many shopping early for the coming holiday season due to supply-chain concerns, we have seen a steady rise in foot traffic since July,” says Lindsay Petak, senior marketing manager for Tysons Corner Center in the Washington region. The mall is owned by Macerich (MAC), which also has seen its share price nearly double this year.\nAll of this added to a stock run-up for the ages for beaten-down retailers. Over the past year, the SPDR S&P Retail exchanged-trade fund (XRT) was up 85%, while the S&P 500 rose 33%. The Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RCD) has outperformed the S&P 500 by five percentage points this year, a sign that investors remain bullish on retail sales.\n“We’ve seen department stores and apparel and discretionary retailers really bounce back as soon as the economy reopened,” the NRF’s Shay says. “Department stores are always a popular destination for the holiday season, based on the consumer survey work we do....They continue to be at the top of the list of the places people shop this year.”\nAll that said, analysts and investors alike remain confident of the role physical stores play, which might look different from their online counterparts, but they’re here to stay.\nThe verdict on whether the retail renaissance is sustainable in the long term isn’t in yet. Retailers are operating in a macroeconomic environment far from the norm, making any guesses even more speculative.\n“I don’t think we have normal insight yet because there are just too many complexities throughout the business right now,” says Jefferies analyst Janine Stichter.\nCompanies are struggling to manage ongoing supply-chain concerns, inflationary pressures, and a persistent labor shortage, which are likely to bite into earnings despite all signs pointing to a strong holiday quarter. “The supply-chain issues, they’re real,” Horowitz says.\nAbercrombie is assuming a modest impact on sales due to supply-chain constraints, with even bigger impacts coming from freight inflation, the company said in its second-quarter earnings call.\nTo ease supply-chain pressures, retailers are encouraging consumers to start their shopping early—a trend that could skew end-of-year sales data, Citigroup’s Clark says. If shoppers pull their gift-buying forward, there could be a decline in November and December compared with previous years. “It’s not necessarily that spending is much weaker; it’s just that the distribution over months is different,” she says.\nOn the flip side, low inventories will give retailers higher pricing power that can help offset supply-chain disruptions, Stichter says. While beneficial to retailers, this could drive prices up even more, says Sasha Tomic, an economist at Boston College.\nWhatever the risks, strong performance won’t last forever, says Matthew Forester, chief investment officer at BNY Mellon’s Lockwood Advisors. “The U.S. economy, overall, is clearly slowing down,” he says. “And we’re going to slow down into the next year. Plus, as we get back to trend growth, that’s just what’s likely to happen.”\nThe economy will eventually exit its euphoria as stimulus continues to dwindle, he says. And while the comedown might not be “terrible,” he says, it will still be a decline from where consumer spending is now.\nAbercrombie, though, is powering through the headwinds with the help of its bricks-and-mortar stores. The company is planning to position more inventory in stores, and is routing e-commerce orders to stores as well as partnering with Uber, Shipt, and Postmates to offer same-day delivery.\nOther retailers have taken supply-chain solutions in their own hands. Specialty-apparel company American Eagle Outfitters (AEO) recently announced it was acquiring Quiet Logistics, an operator of automated distribution centers near city centers, just weeks after it bought AirTerra, which focuses on middle-mile logistics—the delivery of products from a warehouse to a retail store.\n“We’re going to just continue at it,” Horowitz says.\nAs retailers forge ahead, doomsayers might have to hold off on heralding a retail apocalypse. For now, the sentiment is clear: Consumers are rediscovering the joys of bricks-and-mortar shopping. 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like n comment thanks!","listText":"Hello like n comment thanks!","text":"Hello like n comment thanks!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/800012736","repostId":"1100772026","repostType":4,"isVote":1,"tweetType":1,"viewCount":123,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":845050348,"gmtCreate":1636255628140,"gmtModify":1636255628487,"author":{"id":"3582972798563668","authorId":"3582972798563668","name":"JS64","avatar":"https://static.tigerbbs.com/ad519f92a203874c41d7d11080b13d18","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582972798563668","authorIdStr":"3582972798563668"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/845050348","repostId":"2181974224","repostType":4,"isVote":1,"tweetType":1,"viewCount":749,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":840642649,"gmtCreate":1635645872409,"gmtModify":1635645872537,"author":{"id":"3582972798563668","authorId":"3582972798563668","name":"JS64","avatar":"https://static.tigerbbs.com/ad519f92a203874c41d7d11080b13d18","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582972798563668","authorIdStr":"3582972798563668"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/840642649","repostId":"2179223688","repostType":4,"isVote":1,"tweetType":1,"viewCount":281,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":867322244,"gmtCreate":1633219469902,"gmtModify":1633219470234,"author":{"id":"3582972798563668","authorId":"3582972798563668","name":"JS64","avatar":"https://static.tigerbbs.com/ad519f92a203874c41d7d11080b13d18","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582972798563668","authorIdStr":"3582972798563668"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/867322244","repostId":"2172618769","repostType":4,"isVote":1,"tweetType":1,"viewCount":243,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":887186475,"gmtCreate":1632008442397,"gmtModify":1632804910405,"author":{"id":"3582972798563668","authorId":"3582972798563668","name":"JS64","avatar":"https://static.tigerbbs.com/ad519f92a203874c41d7d11080b13d18","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582972798563668","authorIdStr":"3582972798563668"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/887186475","repostId":"1171558890","repostType":4,"repost":{"id":"1171558890","kind":"news","pubTimestamp":1631921912,"share":"https://www.laohu8.com/m/news/1171558890?lang=&edition=full","pubTime":"2021-09-18 07:38","market":"us","language":"en","title":"US IPO Week Ahead: Software, consumer products, and payment tech lead a diverse 14 IPO week","url":"https://stock-news.laohu8.com/highlight/detail?id=1171558890","media":"renaissancecap...","summary":"Summer may be over, but the IPO market is just heating up as 14 IPOs are slated to raise $5.3 billio","content":"<p>Summer may be over, but the IPO market is just heating up as 14 IPOs are slated to raise $5.3 billion in the week ahead. The diverse group includes software, consumer products, payment technology, and more.</p>\n<p>The largest deal of the week,<b>Freshworks</b>(FRSH) plans to raise $855 million at a $9.6 billion market cap. The company’s core product is its customer support software, and it also offers IT service management software and a nascent competitor to CRM solutions. While losses are expected to increase with S&amp;M spending, Freshworks has delivered solid growth and 100%+ net dollar-based revenue retention as of 6/30/21.</p>\n<p>Canadian consumer products company&nbsp;<b>Knowlton Development</b>(KDC) plans to raise $800 million at a $3.1 billion market cap. Over the past three years, Knowlton has been responsible for co-developing 9,000+ products across a variety of categories, and its products are sold by its brand partners in 70+ countries. Despite using offering proceeds to pay down debt, Knowlton will be leveraged post-IPO.</p>\n<p>Restaurant payment processor&nbsp;<b>Toast</b>(TOST) plans to raise $685 million at a $17.9 billion market cap. Toast provides a suite of integrated payment and software solutions that are designed to streamline restaurant operations. The company grew ARR over 100% in the 1H21, though it has historically been unprofitable, and growth could slow as tailwinds from restaurants reopening abate.</p>\n<p>Global money transfer firm&nbsp;<b>Remitly Global</b>(RELY) plans to raise $487 million at a $7.5 billion market cap. Remitly provides digital financial services for immigrants and their families in over 135 countries, and it has expanded its core cross-border remittance product to over 1,700 corridors worldwide. The company has demonstrated growth and margin improvement, though it remains unprofitable.</p>\n<p>Software firm&nbsp;<b>Clearwater Analytics</b>(CWAN) plans to raise $450 million at a $3.7 billion market cap. Clearwater provides its 1,000+ clients with cloud-native software that allows them to simplify their investment accounting operations, and the company has a 100% recurring revenue model. A new investor and certain existing shareholders intend to purchase $150 million worth of shares in the IPO.</p>\n<p>Food company&nbsp;<b>Sovos Brands</b>(SOVO) plans to raise $350 million at a $1.5 billion market cap. Formed by Advent International, Sovos Brands offers a select group of acquired premium food brands. According to the company, its largest brand of products, Rao's, included the #1 selling SKU in the pasta and pizza sauce category. Profitable with solid growth, Sovos will be leveraged post-IPO.</p>\n<p>Customer engagement software provider&nbsp;<b>EngageSmart</b>(ESMT) plans to raise $349 million at a $4.1 billion market cap. The company provides software that simplifies online workflows like paperless billing, electronic payment processing, scheduling, and client communication. While growth may slow post-pandemic, EngageSmart has a sticky customer based and a long track record of profitability.</p>\n<p>Hiring solutions provider&nbsp;<b>Sterling Check</b>(STER) plans to raise $300 million at a $2.1 billion market cap. Sterling is one of the leading US providers of background checks for corporate and government customers. The company serves more than 50% of the Fortune 100, often with exclusive contracts, though it operates in a highly competitive market.</p>\n<p>Jewelry retailer&nbsp;<b>Brilliant Earth Group</b>(BRLT) plans to raise $250 million at a $1.4 billion. Brilliant Earth is a digital-first jewelry company and a global leader in ethically sourced fine jewelry. The company has sold to consumers in all US states and over 50 countries, and has served over 370,000 customers through its e-commerce platform and 13 showrooms.</p>\n<p>Online fashion platform&nbsp;<b>a.k.a. Brands</b>(AKA) plans to raise $250 million at a $2.3 billion market cap. a.k.a. acquires digitally-focused fashion brands oriented toward millennial and Gen Z consumers, starting with its acquisition of Princess Polly in 2018. The company has successfully expanded Princess Polly and has a long runway to grow its brands in the US, but its M&amp;A strategy carries execution risk.</p>\n<p>COVID-19 test maker&nbsp;<b>Cue Health</b>(HLTH) plans to raise $200 million at a $2.4 billion market cap. Cue’s first commercially available diagnostic test for use with its Cue Health Monitoring System is its COVID-19 Test Kit, which has been authorized by two EUAs. Cue has five additional Test Kits in late-stage technical development, for which it expects to begin seeking FDA authorization or clearance in the 2H22.</p>\n<p>London-listed crypto mining company&nbsp;<b>Argo Blockchain</b>(ARBK) plans to raise $138 million at an $855 million market cap. Argo states that it is a leading blockchain technology company focused on large-scale mining of Bitcoin and other cryptocurrencies. Argo has a fleet of more than 21,000 purpose-built computers (mining machines) and can generate more than 1,075 petahash per second.</p>\n<p>Personalized supplements seller&nbsp;<b>Thorne Healthtech</b>(THRN) plans to raise $126 million at an $892 million market cap. The company’s vertically integrated brands, Thorne and Onegevity, provide actionable insights and personalized data, products, and services. Profitable with strong growth, Thorne has a base of more than 3 million customers.</p>\n<p>Canadian bank&nbsp;<b>VersaBank</b>(VBNK) plans to raise $50 million at a $269 million market cap. VersaBank is a Canadian Schedule I chartered bank and states that it is one of the world's first fully digital financial institutions. As of July 31, 2021, VersaBank had $1.8 billion in assets, $1.6 billion in loans, $1.5 billion in deposits, and $202 million in stockholders' equity.</p>","source":"lsy1619493174116","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>US IPO Week Ahead: Software, consumer products, and payment tech lead a diverse 14 IPO 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\">\nUS IPO Week Ahead: Software, consumer products, and payment tech lead a diverse 14 IPO week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-18 07:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.renaissancecapital.com/IPO-Center/News/86272/US-IPO-Week-Ahead-Software-consumer-products-and-payment-tech-lead-a-divers><strong>renaissancecap...</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summer may be over, but the IPO market is just heating up as 14 IPOs are slated to raise $5.3 billion in the week ahead. The diverse group includes software, consumer products, payment technology, and...</p>\n\n<a href=\"https://www.renaissancecapital.com/IPO-Center/News/86272/US-IPO-Week-Ahead-Software-consumer-products-and-payment-tech-lead-a-divers\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"FRSH":"Freshworks","THRN":"Thorne Healthtech","RELY":"Remitly Global, Inc.","AKA":"a.k.a. Brands Holding Corp.","HLTH":"Cue Health Inc.","ARBK":"Argo Blockchain Plc","BRLT":"Brilliant Earth Group, Inc.","STER":"Sterling Check Corp.","ESMT":"EngageSmart Inc.","TOST":"Toast, Inc.","SOVO":"Sovos Brands, Inc.","CWAN":"Clearwater Analytics Holdings, Inc."},"source_url":"https://www.renaissancecapital.com/IPO-Center/News/86272/US-IPO-Week-Ahead-Software-consumer-products-and-payment-tech-lead-a-divers","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171558890","content_text":"Summer may be over, but the IPO market is just heating up as 14 IPOs are slated to raise $5.3 billion in the week ahead. The diverse group includes software, consumer products, payment technology, and more.\nThe largest deal of the week,Freshworks(FRSH) plans to raise $855 million at a $9.6 billion market cap. The company’s core product is its customer support software, and it also offers IT service management software and a nascent competitor to CRM solutions. While losses are expected to increase with S&M spending, Freshworks has delivered solid growth and 100%+ net dollar-based revenue retention as of 6/30/21.\nCanadian consumer products company Knowlton Development(KDC) plans to raise $800 million at a $3.1 billion market cap. Over the past three years, Knowlton has been responsible for co-developing 9,000+ products across a variety of categories, and its products are sold by its brand partners in 70+ countries. Despite using offering proceeds to pay down debt, Knowlton will be leveraged post-IPO.\nRestaurant payment processor Toast(TOST) plans to raise $685 million at a $17.9 billion market cap. Toast provides a suite of integrated payment and software solutions that are designed to streamline restaurant operations. The company grew ARR over 100% in the 1H21, though it has historically been unprofitable, and growth could slow as tailwinds from restaurants reopening abate.\nGlobal money transfer firm Remitly Global(RELY) plans to raise $487 million at a $7.5 billion market cap. Remitly provides digital financial services for immigrants and their families in over 135 countries, and it has expanded its core cross-border remittance product to over 1,700 corridors worldwide. The company has demonstrated growth and margin improvement, though it remains unprofitable.\nSoftware firm Clearwater Analytics(CWAN) plans to raise $450 million at a $3.7 billion market cap. Clearwater provides its 1,000+ clients with cloud-native software that allows them to simplify their investment accounting operations, and the company has a 100% recurring revenue model. A new investor and certain existing shareholders intend to purchase $150 million worth of shares in the IPO.\nFood company Sovos Brands(SOVO) plans to raise $350 million at a $1.5 billion market cap. Formed by Advent International, Sovos Brands offers a select group of acquired premium food brands. According to the company, its largest brand of products, Rao's, included the #1 selling SKU in the pasta and pizza sauce category. Profitable with solid growth, Sovos will be leveraged post-IPO.\nCustomer engagement software provider EngageSmart(ESMT) plans to raise $349 million at a $4.1 billion market cap. The company provides software that simplifies online workflows like paperless billing, electronic payment processing, scheduling, and client communication. While growth may slow post-pandemic, EngageSmart has a sticky customer based and a long track record of profitability.\nHiring solutions provider Sterling Check(STER) plans to raise $300 million at a $2.1 billion market cap. Sterling is one of the leading US providers of background checks for corporate and government customers. The company serves more than 50% of the Fortune 100, often with exclusive contracts, though it operates in a highly competitive market.\nJewelry retailer Brilliant Earth Group(BRLT) plans to raise $250 million at a $1.4 billion. Brilliant Earth is a digital-first jewelry company and a global leader in ethically sourced fine jewelry. The company has sold to consumers in all US states and over 50 countries, and has served over 370,000 customers through its e-commerce platform and 13 showrooms.\nOnline fashion platform a.k.a. Brands(AKA) plans to raise $250 million at a $2.3 billion market cap. a.k.a. acquires digitally-focused fashion brands oriented toward millennial and Gen Z consumers, starting with its acquisition of Princess Polly in 2018. The company has successfully expanded Princess Polly and has a long runway to grow its brands in the US, but its M&A strategy carries execution risk.\nCOVID-19 test maker Cue Health(HLTH) plans to raise $200 million at a $2.4 billion market cap. Cue’s first commercially available diagnostic test for use with its Cue Health Monitoring System is its COVID-19 Test Kit, which has been authorized by two EUAs. Cue has five additional Test Kits in late-stage technical development, for which it expects to begin seeking FDA authorization or clearance in the 2H22.\nLondon-listed crypto mining company Argo Blockchain(ARBK) plans to raise $138 million at an $855 million market cap. Argo states that it is a leading blockchain technology company focused on large-scale mining of Bitcoin and other cryptocurrencies. Argo has a fleet of more than 21,000 purpose-built computers (mining machines) and can generate more than 1,075 petahash per second.\nPersonalized supplements seller Thorne Healthtech(THRN) plans to raise $126 million at an $892 million market cap. The company’s vertically integrated brands, Thorne and Onegevity, provide actionable insights and personalized data, products, and services. Profitable with strong growth, Thorne has a base of more than 3 million customers.\nCanadian bank VersaBank(VBNK) plans to raise $50 million at a $269 million market cap. VersaBank is a Canadian Schedule I chartered bank and states that it is one of the world's first fully digital financial institutions. As of July 31, 2021, VersaBank had $1.8 billion in assets, $1.6 billion in loans, $1.5 billion in deposits, and $202 million in stockholders' equity.","news_type":1},"isVote":1,"tweetType":1,"viewCount":341,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":818065525,"gmtCreate":1630366796267,"gmtModify":1704959077554,"author":{"id":"3582972798563668","authorId":"3582972798563668","name":"JS64","avatar":"https://static.tigerbbs.com/ad519f92a203874c41d7d11080b13d18","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582972798563668","authorIdStr":"3582972798563668"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/818065525","repostId":"1110468761","repostType":4,"isVote":1,"tweetType":1,"viewCount":206,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":890465015,"gmtCreate":1628128901837,"gmtModify":1633753309526,"author":{"id":"3582972798563668","authorId":"3582972798563668","name":"JS64","avatar":"https://static.tigerbbs.com/ad519f92a203874c41d7d11080b13d18","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582972798563668","authorIdStr":"3582972798563668"},"themes":[],"htmlText":"Nice&nbsp;","listText":"Nice&nbsp;","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/890465015","repostId":"2157483930","repostType":4,"isVote":1,"tweetType":1,"viewCount":246,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":107669124,"gmtCreate":1620482005168,"gmtModify":1634198472395,"author":{"id":"3582972798563668","authorId":"3582972798563668","name":"JS64","avatar":"https://static.tigerbbs.com/ad519f92a203874c41d7d11080b13d18","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582972798563668","authorIdStr":"3582972798563668"},"themes":[],"htmlText":"This 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22:12","market":"us","language":"en","title":"\"Enough For Tapering To Start\": Wall Street Reacts To A Blockbuster Jobs Report","url":"https://stock-news.laohu8.com/highlight/detail?id=1145298738","media":"zerohedge","summary":"With the jobs report coming in at just shy of 1 million jobs on the establishment survey (and just o","content":"<p>With the jobs report coming in at just shy of 1 million jobs on the establishment survey (and just over 1 million on the Household survey), with strong job creation, a big drop in unemployment rate, higher employment-to-population, rising wages and hours worked, and favorable revisions, consensus - at least judging by the market reaction - is that we have entered the \"substantial progress\" phase, greenlighting a tapering signal by the Fed at the end of the month during the Jackson Hole symposium.</p>\n<p>And yet there is one potential hurdle: the Delta surge and ensuing restrictions and/or lockdowns: as TD Ameritrade's JJ Kinahan says, \"because of the delta variant, until we know a little bit more about that, I think it throws a different wrench in there, where we’re like, OK, now we’re in wait-and-see mode there. Great to see that the jobs are progressing and the economy is progressing -- hopefully by the next jobs report we’ll know if the economy can keep progressing at this pace. Right now it looks like it will.”</p>\n<p>Do others agree? Below we have excerpted some analyst and strategist reactions to today's report.</p>\n<p><b>Katherine Judge, CIBC Capital Markets:</b></p>\n<blockquote>\n <i>“With many states set to see the unemployment benefit top-ups expire in early September, healthy job gains should continue ahead, in line with elevated job openings. This print should be enough to allow the Fed to announce an early 2022 tapering of QE at the September meeting.”</i>\n</blockquote>\n<p><b>Chris Turner, head of foreign exchange strategy at ING Bank:</b></p>\n<blockquote>\n <i>The stronger-than-expected jobs report makes it more likely that Federal Reserve Chair Jerome Powell may “drop heavy hints” at the Jackson Hole Symposium later this month, that the central bank may prepare to start tapering over subsequent months. The data is positive for the dollar versus the low-yielders such as the yen and euro. Still, the outlook for the greenback “should not necessarily damage the risk environment....Unless U.S. 10 year yields spike aggressively, high yield EM currencies should see demand on dips”</i>\n</blockquote>\n<p><b>Carl Riccadonna, Bloomberg Intelligence economist:</b></p>\n<blockquote>\n <i>The jobs report is “sturdy, but not as strong as it looks.” In addition to the modest fade in the pace of private-sector hiring (703,000 in July vs. 769,000 in June), much of the July gain occurred in the tenuous leisure and hospitality sector -- and that could easily reverse due to Covid-19, he said. This already appears to be evident in metrics such as OpenTable bookings. “So if we look at private-sector hiring outside of leisure and hospitality, today’s reported gain was 323,000, a bit slower than the prior month’s 375,000.</i>\n <i><b>This tells us that underlying economic momentum is steady-state, not accelerating.”</b></i>\n</blockquote>\n<p><b><i>Neil Dutta, economist at Renaissance Macro</i></b>:</p>\n<blockquote>\n <i>The FOMC could upgrade its language in the September statement to say that the economy is “on track for substantial further progress,” which would lead to a declaration of achievement of substantial further progress in “November at the earliest.”&nbsp; Tapering, in that event, could begin as early as December.</i>\n</blockquote>\n<p><b>JJ Kinahan, chief market strategist at TD Ameritrade:</b></p>\n<blockquote>\n <i>“It’s a great number, there’s no way around that, it really is an impressive number. But I think if we didn’t have this new delta variant coming up, the conversation we’d be having is, is this inflationary, does this mean we’ll go into a taper, etc. But because of the delta variant, until we know a little bit more about that, I think it throws a different wrench in there, where we’re like, OK, now we’re in wait-and-see mode there. Great to see that the jobs are progressing and the economy is progressing -- hopefully by the next jobs report we’ll know if the economy can keep progressing at this pace. Right now it looks like it will.”</i>\n</blockquote>\n<p><b>Roberto Perli, head of global policy research at Cornerstone Macro:</b></p>\n<blockquote>\n <i>“The Fed will have one more employment report before the September meeting. Assuming it will be good as well, a plausible base case is for the FOMC to say at the September meeting that the labor market continued to make good progress, and if the progress continues at the recent pace the committee will be in a position to start tapering its asset purchases over the next few months.&nbsp; That would put the onset of tapering in late December or early January.“So bottom line I think the timeline remains the same.&nbsp; It would be hard to start tapering in September because it would go against both the ‘coming meetings’ (plural) language in the July statement and the notion that the FOMC would provide ample notice before actually starting tapering.”</i>\n</blockquote>","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>\"Enough For Tapering To Start\": Wall Street Reacts To A Blockbuster Jobs Report</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\">\n\"Enough For Tapering To Start\": Wall Street Reacts To A Blockbuster Jobs Report\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-06 22:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/markets/enough-tapering-start-wall-street-reacts-blockbuster-jobs-report><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>With the jobs report coming in at just shy of 1 million jobs on the establishment survey (and just over 1 million on the Household survey), with strong job creation, a big drop in unemployment rate, ...</p>\n\n<a href=\"https://www.zerohedge.com/markets/enough-tapering-start-wall-street-reacts-blockbuster-jobs-report\">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",".DJI":"道琼斯","SPY":"标普500ETF"},"source_url":"https://www.zerohedge.com/markets/enough-tapering-start-wall-street-reacts-blockbuster-jobs-report","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145298738","content_text":"With the jobs report coming in at just shy of 1 million jobs on the establishment survey (and just over 1 million on the Household survey), with strong job creation, a big drop in unemployment rate, higher employment-to-population, rising wages and hours worked, and favorable revisions, consensus - at least judging by the market reaction - is that we have entered the \"substantial progress\" phase, greenlighting a tapering signal by the Fed at the end of the month during the Jackson Hole symposium.\nAnd yet there is one potential hurdle: the Delta surge and ensuing restrictions and/or lockdowns: as TD Ameritrade's JJ Kinahan says, \"because of the delta variant, until we know a little bit more about that, I think it throws a different wrench in there, where we’re like, OK, now we’re in wait-and-see mode there. Great to see that the jobs are progressing and the economy is progressing -- hopefully by the next jobs report we’ll know if the economy can keep progressing at this pace. Right now it looks like it will.”\nDo others agree? Below we have excerpted some analyst and strategist reactions to today's report.\nKatherine Judge, CIBC Capital Markets:\n\n“With many states set to see the unemployment benefit top-ups expire in early September, healthy job gains should continue ahead, in line with elevated job openings. This print should be enough to allow the Fed to announce an early 2022 tapering of QE at the September meeting.”\n\nChris Turner, head of foreign exchange strategy at ING Bank:\n\nThe stronger-than-expected jobs report makes it more likely that Federal Reserve Chair Jerome Powell may “drop heavy hints” at the Jackson Hole Symposium later this month, that the central bank may prepare to start tapering over subsequent months. The data is positive for the dollar versus the low-yielders such as the yen and euro. Still, the outlook for the greenback “should not necessarily damage the risk environment....Unless U.S. 10 year yields spike aggressively, high yield EM currencies should see demand on dips”\n\nCarl Riccadonna, Bloomberg Intelligence economist:\n\nThe jobs report is “sturdy, but not as strong as it looks.” In addition to the modest fade in the pace of private-sector hiring (703,000 in July vs. 769,000 in June), much of the July gain occurred in the tenuous leisure and hospitality sector -- and that could easily reverse due to Covid-19, he said. This already appears to be evident in metrics such as OpenTable bookings. “So if we look at private-sector hiring outside of leisure and hospitality, today’s reported gain was 323,000, a bit slower than the prior month’s 375,000.\nThis tells us that underlying economic momentum is steady-state, not accelerating.”\n\nNeil Dutta, economist at Renaissance Macro:\n\nThe FOMC could upgrade its language in the September statement to say that the economy is “on track for substantial further progress,” which would lead to a declaration of achievement of substantial further progress in “November at the earliest.”  Tapering, in that event, could begin as early as December.\n\nJJ Kinahan, chief market strategist at TD Ameritrade:\n\n“It’s a great number, there’s no way around that, it really is an impressive number. But I think if we didn’t have this new delta variant coming up, the conversation we’d be having is, is this inflationary, does this mean we’ll go into a taper, etc. But because of the delta variant, until we know a little bit more about that, I think it throws a different wrench in there, where we’re like, OK, now we’re in wait-and-see mode there. Great to see that the jobs are progressing and the economy is progressing -- hopefully by the next jobs report we’ll know if the economy can keep progressing at this pace. Right now it looks like it will.”\n\nRoberto Perli, head of global policy research at Cornerstone Macro:\n\n“The Fed will have one more employment report before the September meeting. Assuming it will be good as well, a plausible base case is for the FOMC to say at the September meeting that the labor market continued to make good progress, and if the progress continues at the recent pace the committee will be in a position to start tapering its asset purchases over the next few months.  That would put the onset of tapering in late December or early January.“So bottom line I think the timeline remains the same.  It would be hard to start tapering in September because it would go against both the ‘coming meetings’ (plural) language in the July statement and the notion that the FOMC would provide ample notice before actually starting tapering.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":80,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":193439651,"gmtCreate":1620807722873,"gmtModify":1634196154494,"author":{"id":"3582972798563668","authorId":"3582972798563668","name":"JS64","avatar":"https://static.tigerbbs.com/ad519f92a203874c41d7d11080b13d18","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582972798563668","authorIdStr":"3582972798563668"},"themes":[],"htmlText":"Comment and like","listText":"Comment and like","text":"Comment and like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/193439651","repostId":"1135184221","repostType":4,"isVote":1,"tweetType":1,"viewCount":147,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":190840914,"gmtCreate":1620612302038,"gmtModify":1634197708885,"author":{"id":"3582972798563668","authorId":"3582972798563668","name":"JS64","avatar":"https://static.tigerbbs.com/ad519f92a203874c41d7d11080b13d18","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582972798563668","authorIdStr":"3582972798563668"},"themes":[],"htmlText":"Comment and like.Is this a damage to the real economy? Blackswan?","listText":"Comment and like.Is this a damage to the real economy? Blackswan?","text":"Comment and like.Is this a damage to the real economy? Blackswan?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/190840914","repostId":"1108748291","repostType":4,"repost":{"id":"1108748291","kind":"news","pubTimestamp":1620611988,"share":"https://www.laohu8.com/m/news/1108748291?lang=&edition=full","pubTime":"2021-05-10 09:59","market":"us","language":"en","title":"Colonial Pipeline Hackers Stole Data on Thursday, Ahead Of Shutdown","url":"https://stock-news.laohu8.com/highlight/detail?id=1108748291","media":"benzinga","summary":"Investigators are looking at a group of hackers called DarkSide, who seem to be behind the cyberatta","content":"<p>Investigators are looking at a group of hackers called DarkSide, who seem&nbsp;to be behind the cyberattack on Colonial Pipeline, which temporarily halted its pipeline operations on Friday.</p><p><b>What Happened:</b>The cyberattack that led to the shutdown began on Thursday. The attackers stole a large amount of data from Colonial Pipeline before locking computers with ransomware and demanding payment,&nbsp;Bloomberg&nbsp;reports, citing people familiar with the matter.</p><p>Ransomware is a type of malware designed to lock down systems by encrypting data, with the attackers then demanding payment to regain access.</p><p>According to the investigators, the hackers took nearly 100 gigabytes of data from the Alpharetta, a Georgia-based company's network&nbsp;in two hours on Thursday.</p><p>Bloomberg quoted people familiar with the investigation saying that the move was part of a double-extortion scheme. Besides threatening to keep the company’s information locked, hackers also threatened to leak the data to the internet unless they are paid a ransom.</p><p>Colonial Pipeline took specific systems offline on Friday and temporarily&nbsp;halted&nbsp;all pipeline operations after learning about the cyberattack.</p><p>Colonial would not say when it plans to reopen the pipeline,Reutersreported today.</p><p>On Saturday, U.S. President Joe Biden was briefed on the incident, a White House spokesperson said, adding that the government is helping the company restore operations and prevent supply disruptions.</p><p>The Department of Energy said it is monitoring potential impacts to the nation's energy supply.</p><p>\"A shutdown lasting four or five days, for example, could lead to sporadic outages at fuel terminals along the U.S. East Coast that depend on the pipeline for deliveries,\" Reuters quoted Andrew Lipow, president of consultancy Lipow Oil Associates, as saying.</p><p><b>Why It Matters:</b>Colonial Pipeline is the biggest gasoline pipeline in the U.S., and the disruption could affect gasoline and diesel fuel supplies.</p><p>The company's pipeline transports 2.5 million barrels each day, taking refined gasoline, diesel fuel&nbsp;and jet fuel from the Gulf Coast up to New York Harbor through 5,500 miles of pipelines.</p><p>The&nbsp;shutdown is already hinting towards a spike in gasoline and diesel prices ahead of Memorial Day and the summer driving season.Bloombergreports that U.S. gasoline prices may surge to their highest since 2014. The price of gasoline hit a $3 average in October 2014. On Friday, the national average stood at $2.96 a gallon.</p><p>Colonial Pipeline is a private company owned by CDPQ Colonial Partners, LP; IFM (US) Colonial Pipeline 2, LLC; KKR-Keats Pipeline Investors, LP; Koch Capital Investments Company, LLC; and Shell Midstream Operating, LLC, according to the company's website.</p><p>Publicly traded parent companies in that mix include private equity giant&nbsp;<b>KKR &amp; Co</b>&nbsp;and&nbsp;<b>Royal Dutch Shell Plc.</b></p>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Colonial Pipeline Hackers Stole Data on Thursday, Ahead Of Shutdown</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\">\nColonial Pipeline Hackers Stole Data on Thursday, Ahead Of Shutdown\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-10 09:59 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/news/21/05/21026280/colonial-pipeline-hackers-stole-data-on-thursday-ahead-of-shutdown-bloomberg><strong>benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investigators are looking at a group of hackers called DarkSide, who seem to be behind the cyberattack on Colonial Pipeline, which temporarily halted its pipeline operations on Friday.What Happened:...</p>\n\n<a href=\"https://www.benzinga.com/news/21/05/21026280/colonial-pipeline-hackers-stole-data-on-thursday-ahead-of-shutdown-bloomberg\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.benzinga.com/news/21/05/21026280/colonial-pipeline-hackers-stole-data-on-thursday-ahead-of-shutdown-bloomberg","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108748291","content_text":"Investigators are looking at a group of hackers called DarkSide, who seem to be behind the cyberattack on Colonial Pipeline, which temporarily halted its pipeline operations on Friday.What Happened:The cyberattack that led to the shutdown began on Thursday. The attackers stole a large amount of data from Colonial Pipeline before locking computers with ransomware and demanding payment, Bloomberg reports, citing people familiar with the matter.Ransomware is a type of malware designed to lock down systems by encrypting data, with the attackers then demanding payment to regain access.According to the investigators, the hackers took nearly 100 gigabytes of data from the Alpharetta, a Georgia-based company's network in two hours on Thursday.Bloomberg quoted people familiar with the investigation saying that the move was part of a double-extortion scheme. Besides threatening to keep the company’s information locked, hackers also threatened to leak the data to the internet unless they are paid a ransom.Colonial Pipeline took specific systems offline on Friday and temporarily halted all pipeline operations after learning about the cyberattack.Colonial would not say when it plans to reopen the pipeline,Reutersreported today.On Saturday, U.S. President Joe Biden was briefed on the incident, a White House spokesperson said, adding that the government is helping the company restore operations and prevent supply disruptions.The Department of Energy said it is monitoring potential impacts to the nation's energy supply.\"A shutdown lasting four or five days, for example, could lead to sporadic outages at fuel terminals along the U.S. East Coast that depend on the pipeline for deliveries,\" Reuters quoted Andrew Lipow, president of consultancy Lipow Oil Associates, as saying.Why It Matters:Colonial Pipeline is the biggest gasoline pipeline in the U.S., and the disruption could affect gasoline and diesel fuel supplies.The company's pipeline transports 2.5 million barrels each day, taking refined gasoline, diesel fuel and jet fuel from the Gulf Coast up to New York Harbor through 5,500 miles of pipelines.The shutdown is already hinting towards a spike in gasoline and diesel prices ahead of Memorial Day and the summer driving season.Bloombergreports that U.S. gasoline prices may surge to their highest since 2014. The price of gasoline hit a $3 average in October 2014. On Friday, the national average stood at $2.96 a gallon.Colonial Pipeline is a private company owned by CDPQ Colonial Partners, LP; IFM (US) Colonial Pipeline 2, LLC; KKR-Keats Pipeline Investors, LP; Koch Capital Investments Company, LLC; and Shell Midstream Operating, LLC, according to the company's website.Publicly traded parent companies in that mix include private equity giant KKR & Co and Royal Dutch Shell Plc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":240,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":852717094,"gmtCreate":1635302755990,"gmtModify":1635302756087,"author":{"id":"3582972798563668","authorId":"3582972798563668","name":"JS64","avatar":"https://static.tigerbbs.com/ad519f92a203874c41d7d11080b13d18","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582972798563668","authorIdStr":"3582972798563668"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/852717094","repostId":"1198138567","repostType":4,"repost":{"id":"1198138567","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":1635289060,"share":"https://www.laohu8.com/m/news/1198138567?lang=&edition=full","pubTime":"2021-10-27 06:57","market":"us","language":"en","title":"Microsoft beats revenue expectations","url":"https://stock-news.laohu8.com/highlight/detail?id=1198138567","media":"Tiger Newspress","summary":"Microsoft shares edged 2% to a new high in extended trading Tuesday after the software and hardware maker reported fiscal first-quarter earnings that exceeded analysts’ estimates.Earnings:$2.27 per share, adjusted, vs. $2.07 as expected by analysts, according to Refinitiv.Revenue:$45.32 billion, vs. $43.97 billion as expected by analysts, according to Refinitiv.Overall, revenue rose 22% to $45.32 billion in the first quarter ended Sept. 30, beating expectations of about $43.97 billion.Net income","content":"<p>Microsoft&nbsp;shares edged 2% to a new high in extended trading Tuesday after the software and hardware maker reported fiscal first-quarter earnings that exceeded analysts’ estimates.</p>\n<p><img src=\"https://static.tigerbbs.com/39a5f34928113f01cf2fd1dd31b1b3fa\" tg-width=\"849\" tg-height=\"619\" width=\"100%\" height=\"auto\"></p>\n<p>Here’s how the company did:</p>\n<ul>\n <li><b>Earnings:</b>$2.27 per share, adjusted, vs. $2.07 as expected by analysts, according to Refinitiv.</li>\n <li><b>Revenue:</b>$45.32 billion, vs. $43.97 billion as expected by analysts, according to Refinitiv.</li>\n</ul>\n<p>Overall, revenue rose 22% to $45.32 billion in the first quarter ended Sept. 30, beating expectations of about $43.97 billion.</p>\n<p>Net income rose to $20.51 billion, or $2.71 per share. The company said its results included a $3.3 billion net income tax benefit.</p>\n<p>On an adjusted basis it earned $2.27 per share, trumping analyst expectations of $2.07 per share.</p>\n<p>Microsoft said revenue from its largest and fastest growing \"Intelligent Cloud\" segment surged 31% to $17 billion. Analysts had expected a figure of $16.58 billion, according to Refinitiv data.</p>\n<p>Revenue growth for Azure, the company's flagship cloud-computing business, came in at 48% in constant currency to beat analysts' estimates of 47.5%, according to consensus data from Visible Alpha.</p>\n<p>Azure's growth rate is the best direct measure of competition with rivals such as AWS and Google Cloud as Microsoft does not break out revenue from the cloud-computing unit.</p>\n<p>Microsoft appeared to hold off Google Cloud's rising challenge. Google Cloud said on Tuesday its revenue surged by 45% to $4.99 billion, but failed to live up to estimates of $5.2 billion.</p>\n<p>Revenue at the firm's other business units that house Windows software, Teams messaging service and LinkedIn professional social networking platform also beat analyst expectations.</p>\n<p>The supply chain issues affecting much of the global tech industry had mixed consequences for Microsoft.</p>\n<p>Amy Hood, executive vice president and chief financial officer of Microsoft, said that while the company did see some higher costs for building out data centers, it was able to mitigate those costs, with gross margins for its commercial cloud segment rising after discounting the impact of recent changes in accounting for data center gear.</p>\n<p>Microsoft said sales of its Xbox gaming consoles and accessories were up 166% as it continues to see strong demand for new models after the pandemic forced millions to seek entertainment at home.</p>\n<p>But Microsoft and its rivals have been unable to keep up with demand because of the global chip crunch.</p>\n<p>Hood told Reuters the company expects Xbox demand to continue to exceed supply.</p>\n<p>Microsoft's revenue from selling Windows to PC makers grew 10% year over year, beating the overall PC market, which only grew 3.9% over the same period because of supply constraints, according to data from IDC.</p>\n<p>Hood said that the company was able to outperform in the PC market because of its strength in selling licenses for Windows destined for corporate customers, where it gets more revenue per license and has better market share.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicrosoft beats revenue expectations\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\">2021-10-27 06:57</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Microsoft&nbsp;shares edged 2% to a new high in extended trading Tuesday after the software and hardware maker reported fiscal first-quarter earnings that exceeded analysts’ estimates.</p>\n<p><img src=\"https://static.tigerbbs.com/39a5f34928113f01cf2fd1dd31b1b3fa\" tg-width=\"849\" tg-height=\"619\" width=\"100%\" height=\"auto\"></p>\n<p>Here’s how the company did:</p>\n<ul>\n <li><b>Earnings:</b>$2.27 per share, adjusted, vs. $2.07 as expected by analysts, according to Refinitiv.</li>\n <li><b>Revenue:</b>$45.32 billion, vs. $43.97 billion as expected by analysts, according to Refinitiv.</li>\n</ul>\n<p>Overall, revenue rose 22% to $45.32 billion in the first quarter ended Sept. 30, beating expectations of about $43.97 billion.</p>\n<p>Net income rose to $20.51 billion, or $2.71 per share. The company said its results included a $3.3 billion net income tax benefit.</p>\n<p>On an adjusted basis it earned $2.27 per share, trumping analyst expectations of $2.07 per share.</p>\n<p>Microsoft said revenue from its largest and fastest growing \"Intelligent Cloud\" segment surged 31% to $17 billion. Analysts had expected a figure of $16.58 billion, according to Refinitiv data.</p>\n<p>Revenue growth for Azure, the company's flagship cloud-computing business, came in at 48% in constant currency to beat analysts' estimates of 47.5%, according to consensus data from Visible Alpha.</p>\n<p>Azure's growth rate is the best direct measure of competition with rivals such as AWS and Google Cloud as Microsoft does not break out revenue from the cloud-computing unit.</p>\n<p>Microsoft appeared to hold off Google Cloud's rising challenge. Google Cloud said on Tuesday its revenue surged by 45% to $4.99 billion, but failed to live up to estimates of $5.2 billion.</p>\n<p>Revenue at the firm's other business units that house Windows software, Teams messaging service and LinkedIn professional social networking platform also beat analyst expectations.</p>\n<p>The supply chain issues affecting much of the global tech industry had mixed consequences for Microsoft.</p>\n<p>Amy Hood, executive vice president and chief financial officer of Microsoft, said that while the company did see some higher costs for building out data centers, it was able to mitigate those costs, with gross margins for its commercial cloud segment rising after discounting the impact of recent changes in accounting for data center gear.</p>\n<p>Microsoft said sales of its Xbox gaming consoles and accessories were up 166% as it continues to see strong demand for new models after the pandemic forced millions to seek entertainment at home.</p>\n<p>But Microsoft and its rivals have been unable to keep up with demand because of the global chip crunch.</p>\n<p>Hood told Reuters the company expects Xbox demand to continue to exceed supply.</p>\n<p>Microsoft's revenue from selling Windows to PC makers grew 10% year over year, beating the overall PC market, which only grew 3.9% over the same period because of supply constraints, according to data from IDC.</p>\n<p>Hood said that the company was able to outperform in the PC market because of its strength in selling licenses for Windows destined for corporate customers, where it gets more revenue per license and has better market share.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198138567","content_text":"Microsoft shares edged 2% to a new high in extended trading Tuesday after the software and hardware maker reported fiscal first-quarter earnings that exceeded analysts’ estimates.\n\nHere’s how the company did:\n\nEarnings:$2.27 per share, adjusted, vs. $2.07 as expected by analysts, according to Refinitiv.\nRevenue:$45.32 billion, vs. $43.97 billion as expected by analysts, according to Refinitiv.\n\nOverall, revenue rose 22% to $45.32 billion in the first quarter ended Sept. 30, beating expectations of about $43.97 billion.\nNet income rose to $20.51 billion, or $2.71 per share. The company said its results included a $3.3 billion net income tax benefit.\nOn an adjusted basis it earned $2.27 per share, trumping analyst expectations of $2.07 per share.\nMicrosoft said revenue from its largest and fastest growing \"Intelligent Cloud\" segment surged 31% to $17 billion. Analysts had expected a figure of $16.58 billion, according to Refinitiv data.\nRevenue growth for Azure, the company's flagship cloud-computing business, came in at 48% in constant currency to beat analysts' estimates of 47.5%, according to consensus data from Visible Alpha.\nAzure's growth rate is the best direct measure of competition with rivals such as AWS and Google Cloud as Microsoft does not break out revenue from the cloud-computing unit.\nMicrosoft appeared to hold off Google Cloud's rising challenge. Google Cloud said on Tuesday its revenue surged by 45% to $4.99 billion, but failed to live up to estimates of $5.2 billion.\nRevenue at the firm's other business units that house Windows software, Teams messaging service and LinkedIn professional social networking platform also beat analyst expectations.\nThe supply chain issues affecting much of the global tech industry had mixed consequences for Microsoft.\nAmy Hood, executive vice president and chief financial officer of Microsoft, said that while the company did see some higher costs for building out data centers, it was able to mitigate those costs, with gross margins for its commercial cloud segment rising after discounting the impact of recent changes in accounting for data center gear.\nMicrosoft said sales of its Xbox gaming consoles and accessories were up 166% as it continues to see strong demand for new models after the pandemic forced millions to seek entertainment at home.\nBut Microsoft and its rivals have been unable to keep up with demand because of the global chip crunch.\nHood told Reuters the company expects Xbox demand to continue to exceed supply.\nMicrosoft's revenue from selling Windows to PC makers grew 10% year over year, beating the overall PC market, which only grew 3.9% over the same period because of supply constraints, according to data from IDC.\nHood said that the company was able to outperform in the PC market because of its strength in selling licenses for Windows destined for corporate customers, where it gets more revenue per license and has better market share.","news_type":1},"isVote":1,"tweetType":1,"viewCount":301,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":823557369,"gmtCreate":1633651095818,"gmtModify":1633651096090,"author":{"id":"3582972798563668","authorId":"3582972798563668","name":"JS64","avatar":"https://static.tigerbbs.com/ad519f92a203874c41d7d11080b13d18","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582972798563668","authorIdStr":"3582972798563668"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/823557369","repostId":"1106548552","repostType":4,"isVote":1,"tweetType":1,"viewCount":512,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":817253954,"gmtCreate":1630971596778,"gmtModify":1631891811975,"author":{"id":"3582972798563668","authorId":"3582972798563668","name":"JS64","avatar":"https://static.tigerbbs.com/ad519f92a203874c41d7d11080b13d18","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582972798563668","authorIdStr":"3582972798563668"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/817253954","repostId":"1184834324","repostType":4,"isVote":1,"tweetType":1,"viewCount":215,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":819739103,"gmtCreate":1630106365002,"gmtModify":1704955944821,"author":{"id":"3582972798563668","authorId":"3582972798563668","name":"JS64","avatar":"https://static.tigerbbs.com/ad519f92a203874c41d7d11080b13d18","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582972798563668","authorIdStr":"3582972798563668"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/819739103","repostId":"1123342356","repostType":4,"isVote":1,"tweetType":1,"viewCount":197,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}