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2022-02-23
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Why Apple Can Create More Value Than Expected?
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2022-01-03
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2022-01-03
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2021-08-14
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2021-08-03
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Expect More Underwhelming Performance for SoFi Shares
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19:14","market":"us","language":"en","title":"Why Apple Can Create More Value Than Expected?","url":"https://stock-news.laohu8.com/highlight/detail?id=2213984922","media":"Simply Wall St.","summary":"Apple (AAPL) is the US$2.7 trillion market company that has been continuously performing, and has de","content":"<html><head></head><body><p><b>Apple</b> (AAPL) is the US$2.7 trillion market company that has been continuously performing, and has delivered a 390% return over the last five years. <b>What is it, that makes the company so valuable to investors?</b> In this article, we will analyze the <b>fundamental contributing factors</b> to the company's performance.</p><p>There are a few main factors that make a company valuable, which ultimately <b>result in high positive future cash flows</b>. These factors can be summed up as:</p><ul><li><i>Growth</i></li><li><i>Returns on capital</i></li><li><i>Risk</i></li><li><i>Profitability</i></li></ul><p><i>Analysts focus on profits but buy the cash flows.</i></p><h3>Free Cash Flows</h3><p>For Apple, the cash flows are consistent, high, and growing.</p><p>In the chart below, we can see both past and future projected cash flows for the company. Considering that there are more than 30 analysts covering the stock, we can assume that the average estimates are of high quality.</p><p><img src=\"https://static.tigerbbs.com/0300d572a09cad6c70ecb4f367344b8c\" tg-width=\"839\" tg-height=\"462\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>NasdaqGS:AAPL Financial Performance and Future Estimates, February 21st 2022</p><p>We can see that Apple's cash flows are in-line with profits, reliable and expected to hold or even increase in the future. Apple <b>made US$101.8b of free cash flows</b> in the last 12 months, and they are expected to increase to US$126.6b by Q3 2024.</p><h3>Reinvesting into the Business</h3><p>One of the reasons for this is that the company is continuously reinvesting in the business. Looking at the <b>cash from investing activities, Apple spent some US$22b on investments in the last 12 months. </b></p><p>However, Apple is a mix between a software and consumer electronics company, so there is a good argument to be made that part of the main assets the company has, are intangible and stem from their R&D expenses.</p><p>When we capitalize the last 5 years of R&D research, we get a value of the research asset of US$57b, of which, <b>a record US$23b were invested in the last 12 months</b>. Clearly, the company has some big plans in the future, and <b>the expected growth rates are backed by hard investments into the business.</b></p><p>We need to net out depreciation, add back change in working capital (cleanup) and the <b>result of both investments, is a total reinvestment of US$37b in the business!</b></p><p><i>Note, that instead of cash from investing activities, we can just use CapEx - Analysts may choose different approaches.</i></p><h3>Fundamental Growth and Returns</h3><p>There are multiple ways we can come up with expected growth rates.</p><p>Management has internal estimates that usually go forward a year. Analysts on average seem aligned with these estimates, partly because it is the easier route to take, but also because they have someone to blame if things don't go as planned. The problem with management guidance, is that it can be wrong in a critical moment, as management has an incentive to give the most plausible optimistic projection on the future.</p><p>Alternatively, <b>we can see what management invests and use the return of investment to calculate a growth in operating income. </b></p><p>To get that, we first need the returns.</p><h3>Return On Capital Employed (ROCE)</h3><p>For those that aren't sure what ROCE is, it measures the amount of pre-tax profits a company can generate from the capital employed in its business. The formula for this calculation on Apple is:</p><p><b>Return on Capital Employed = Earnings Before Interest and Tax (EBIT) ÷ (Total Assets - Current Liabilities)</b></p><p><b>0.50 = US$117b ÷ (US$381b - US$148b)</b> <i>(Based on the trailing twelve months to December 2021)</i>.</p><p>So, <b>Apple has an ROCE of 50%. </b> That's a fantastic return and not only that, it outpaces the average of 11% earned by companies in a similar industry.</p><p>The company has also surpassed past returns of 26%, which is a great sign for more value creation.</p><p><img src=\"https://static.tigerbbs.com/a1ad7c7b03a432b401b29383a9f0c7aa\" tg-width=\"333\" tg-height=\"316\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>NasdaqGS:AAPL Return on Capital Employed February 21st 2022</p><p>Now that we have the return, what does it mean for future growth rates?</p><p>There are a few steps, but here is how it goes:</p><ul><li><i>First, we take what the company has reinvested in the business in the last 12 months.</i></li><li><i>For Apple, that is the </i><i><b>sum of capital investments + last year's R&D investments</b></i><i>, which, as we mentioned before, comes up to </i><i><b>US$37b</b></i><i>.</i></li><li><i>We use this number to get a reinvestment rate, by dividing it to net operating profit after tax (NOPAT), this yields a </i><i><b>reinvestment rate of 34%.</b></i></li><li><i>Finally, to get an expected growth in operating income (EBIT) we need to multiply the return on capital of 50% with the reinvestment rate of 34%.</i></li></ul><p>For Apple, the expected <b>fundamental growth in operating income is 34.14% * 50% = 17%</b></p><p>In terms of numbers, this means that we can expect next year's EBIT for Apple to be 117*(1+0.17) = US$137b on a fundamental basis!</p><h3>Risk and Creating Value</h3><p>While there are many ways we can measure risk (CAPM, Standard Deviation of stocks, Multifactor models, etc), the old and reliable approach is to measure risk through the eyes of the marginal investor. This means that <b>we align our view with how big price movers evaluate risk</b>.</p><p>For Apple, that can be either the cost of equity or the cost of capital.</p><p>The cost of equity is 6.7% and the cost of capital is closer to 7.3%.</p><p>The main difference between the 2 measures is that the cost of capital accounts for the US$123b of total debt in Apple.</p><p><i>Why is the cost of capital important?</i></p><p>In essence, this is what allows us to <b>evaluate how much value a company is creating</b>. By subtracting the cost from the return on capital (ROCE), we see that Apple is creating net positive value.</p><p><b>Excess Value = 50% - 7.3% = 42.7%</b></p><p>This is a staggering amount, especially when you consider that the company seems poised to keep growing its business.</p><h3>Capturing Value</h3><p>A company may create a lot of value, but only capture a very small portion of it. For example, we can argue that in the first decade of the 21century, <b>Microsoft </b>(NASDAQ:MSFT), revolutionized the world with its operating system and office suite. But, the technology was so widely available, that the company managed to capture only a small fraction of what it created.</p><p>While Apple is still a technology company, it has consolidated its business in a very efficient manner, creating almost a full closed ecosystem between the software, hardware and accessories. This allows the company to capture a higher portion of the value it creates, which we can measure on the margin.</p><p>While not a perfect measure, profitability margins show how much of the created value, a company is managing to capture.</p><p>The most relevant margins, are those that are closest to the cash flows attributed to investors, which is why we will look at EBIT, Net Income and Free Cash Flow margins.</p><p>In the last 12 months, Apple posted:</p><ul><li>30.9% EBIT Margin</li><li>26.6% Net Income Margin</li><li>26.9% Free Cash Flow Margin (to the firm / unlevered)</li></ul><p>As we can see, Apple is capturing more than 1/4 of the created value, and by looking at the past, we notice that these margins have been increasing.</p><p>This ultimately goes back either into the business as retained earnings or to shareholders via buybacks and dividends. It is quite amazing that a company of this size is as profitable and still very efficiently growing.</p><h3>Summary</h3><p>Apple, is <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the flagship companies that have justifiably earned the trust of investors. The fundamentals indicate that the company will continue to grow, create value and be stable even in more turbulent markets.</p><p>Here is the rundown of the main fundamental factors for Apple:</p><ul><li><i>Implied Fundamental Growth in EBIT in the next 12 months: 17%, expected free cash flows US$126.6b by Q3 2024</i></li><li><i>Reinvestment into the business, US$37b ttm</i></li><li><i>Returns on capital 50% (ROCE) ttm</i></li><li><i>Risk as estimated by the cost of capital, 7.3%</i></li><li><i>Profitability: 30.9% EBIT ttm and 26.9% Free Cash Flow Margin ttm</i></li></ul></body></html>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Apple Can Create More Value Than Expected?</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\">\nWhy Apple Can Create More Value Than Expected?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-23 19:14 GMT+8 <a href=https://finance.yahoo.com/news/why-apple-nasdaq-aapl-create-213809543.html><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple (AAPL) is the US$2.7 trillion market company that has been continuously performing, and has delivered a 390% return over the last five years. What is it, that makes the company so valuable to ...</p>\n\n<a href=\"https://finance.yahoo.com/news/why-apple-nasdaq-aapl-create-213809543.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4507":"流媒体概念","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4515":"5G概念","AAPL":"苹果","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4170":"电脑硬件、储存设备及电脑周边","BK4527":"明星科技股","BK4559":"巴菲特持仓","BK4501":"段永平概念","BK4553":"喜马拉雅资本持仓","BK4566":"资本集团","BK4550":"红杉资本持仓","BK4505":"高瓴资本持仓","BK4534":"瑞士信贷持仓"},"source_url":"https://finance.yahoo.com/news/why-apple-nasdaq-aapl-create-213809543.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2213984922","content_text":"Apple (AAPL) is the US$2.7 trillion market company that has been continuously performing, and has delivered a 390% return over the last five years. What is it, that makes the company so valuable to investors? In this article, we will analyze the fundamental contributing factors to the company's performance.There are a few main factors that make a company valuable, which ultimately result in high positive future cash flows. These factors can be summed up as:GrowthReturns on capitalRiskProfitabilityAnalysts focus on profits but buy the cash flows.Free Cash FlowsFor Apple, the cash flows are consistent, high, and growing.In the chart below, we can see both past and future projected cash flows for the company. Considering that there are more than 30 analysts covering the stock, we can assume that the average estimates are of high quality.NasdaqGS:AAPL Financial Performance and Future Estimates, February 21st 2022We can see that Apple's cash flows are in-line with profits, reliable and expected to hold or even increase in the future. Apple made US$101.8b of free cash flows in the last 12 months, and they are expected to increase to US$126.6b by Q3 2024.Reinvesting into the BusinessOne of the reasons for this is that the company is continuously reinvesting in the business. Looking at the cash from investing activities, Apple spent some US$22b on investments in the last 12 months. However, Apple is a mix between a software and consumer electronics company, so there is a good argument to be made that part of the main assets the company has, are intangible and stem from their R&D expenses.When we capitalize the last 5 years of R&D research, we get a value of the research asset of US$57b, of which, a record US$23b were invested in the last 12 months. Clearly, the company has some big plans in the future, and the expected growth rates are backed by hard investments into the business.We need to net out depreciation, add back change in working capital (cleanup) and the result of both investments, is a total reinvestment of US$37b in the business!Note, that instead of cash from investing activities, we can just use CapEx - Analysts may choose different approaches.Fundamental Growth and ReturnsThere are multiple ways we can come up with expected growth rates.Management has internal estimates that usually go forward a year. Analysts on average seem aligned with these estimates, partly because it is the easier route to take, but also because they have someone to blame if things don't go as planned. The problem with management guidance, is that it can be wrong in a critical moment, as management has an incentive to give the most plausible optimistic projection on the future.Alternatively, we can see what management invests and use the return of investment to calculate a growth in operating income. To get that, we first need the returns.Return On Capital Employed (ROCE)For those that aren't sure what ROCE is, it measures the amount of pre-tax profits a company can generate from the capital employed in its business. The formula for this calculation on Apple is:Return on Capital Employed = Earnings Before Interest and Tax (EBIT) ÷ (Total Assets - Current Liabilities)0.50 = US$117b ÷ (US$381b - US$148b) (Based on the trailing twelve months to December 2021).So, Apple has an ROCE of 50%. That's a fantastic return and not only that, it outpaces the average of 11% earned by companies in a similar industry.The company has also surpassed past returns of 26%, which is a great sign for more value creation.NasdaqGS:AAPL Return on Capital Employed February 21st 2022Now that we have the return, what does it mean for future growth rates?There are a few steps, but here is how it goes:First, we take what the company has reinvested in the business in the last 12 months.For Apple, that is the sum of capital investments + last year's R&D investments, which, as we mentioned before, comes up to US$37b.We use this number to get a reinvestment rate, by dividing it to net operating profit after tax (NOPAT), this yields a reinvestment rate of 34%.Finally, to get an expected growth in operating income (EBIT) we need to multiply the return on capital of 50% with the reinvestment rate of 34%.For Apple, the expected fundamental growth in operating income is 34.14% * 50% = 17%In terms of numbers, this means that we can expect next year's EBIT for Apple to be 117*(1+0.17) = US$137b on a fundamental basis!Risk and Creating ValueWhile there are many ways we can measure risk (CAPM, Standard Deviation of stocks, Multifactor models, etc), the old and reliable approach is to measure risk through the eyes of the marginal investor. This means that we align our view with how big price movers evaluate risk.For Apple, that can be either the cost of equity or the cost of capital.The cost of equity is 6.7% and the cost of capital is closer to 7.3%.The main difference between the 2 measures is that the cost of capital accounts for the US$123b of total debt in Apple.Why is the cost of capital important?In essence, this is what allows us to evaluate how much value a company is creating. By subtracting the cost from the return on capital (ROCE), we see that Apple is creating net positive value.Excess Value = 50% - 7.3% = 42.7%This is a staggering amount, especially when you consider that the company seems poised to keep growing its business.Capturing ValueA company may create a lot of value, but only capture a very small portion of it. For example, we can argue that in the first decade of the 21century, Microsoft (NASDAQ:MSFT), revolutionized the world with its operating system and office suite. But, the technology was so widely available, that the company managed to capture only a small fraction of what it created.While Apple is still a technology company, it has consolidated its business in a very efficient manner, creating almost a full closed ecosystem between the software, hardware and accessories. This allows the company to capture a higher portion of the value it creates, which we can measure on the margin.While not a perfect measure, profitability margins show how much of the created value, a company is managing to capture.The most relevant margins, are those that are closest to the cash flows attributed to investors, which is why we will look at EBIT, Net Income and Free Cash Flow margins.In the last 12 months, Apple posted:30.9% EBIT Margin26.6% Net Income Margin26.9% Free Cash Flow Margin (to the firm / unlevered)As we can see, Apple is capturing more than 1/4 of the created value, and by looking at the past, we notice that these margins have been increasing.This ultimately goes back either into the business as retained earnings or to shareholders via buybacks and dividends. It is quite amazing that a company of this size is as profitable and still very efficiently growing.SummaryApple, is one of the flagship companies that have justifiably earned the trust of investors. The fundamentals indicate that the company will continue to grow, create value and be stable even in more turbulent markets.Here is the rundown of the main fundamental factors for Apple:Implied Fundamental Growth in EBIT in the next 12 months: 17%, expected free cash flows US$126.6b by Q3 2024Reinvestment into the business, US$37b ttmReturns on capital 50% (ROCE) ttmRisk as estimated by the cost of capital, 7.3%Profitability: 30.9% EBIT ttm and 26.9% Free Cash Flow Margin ttm","news_type":1,"symbols_score_info":{"AAPL":1}},"isVote":1,"tweetType":1,"viewCount":1472,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":692728147,"gmtCreate":1641223972069,"gmtModify":1641223972069,"author":{"id":"3586434896339890","authorId":"3586434896339890","name":"Nkx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586434896339890","authorIdStr":"3586434896339890"},"themes":[],"htmlText":"Read ","listText":"Read ","text":"Read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/692728147","repostId":"2200424255","repostType":4,"isVote":1,"tweetType":1,"viewCount":2024,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":692443083,"gmtCreate":1641188832862,"gmtModify":1641188832995,"author":{"id":"3586434896339890","authorId":"3586434896339890","name":"Nkx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586434896339890","authorIdStr":"3586434896339890"},"themes":[],"htmlText":"read","listText":"read","text":"read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/692443083","repostId":"2200443162","repostType":4,"repost":{"id":"2200443162","kind":"news","pubTimestamp":1641175843,"share":"https://www.laohu8.com/m/news/2200443162?lang=&edition=full","pubTime":"2022-01-03 10:10","market":"us","language":"en","title":"71 years of stock market data reveals investors may be happy in the New Year","url":"https://stock-news.laohu8.com/highlight/detail?id=2200443162","media":"Yahoo Finance","summary":"After a nearly 29% total return for the S&P 500 this year, history suggests 2022 may see more gains ","content":"<html><head></head><body><p>After a nearly 29% total return for the S&P 500 this year, history suggests 2022 may see more gains for investors.</p><p>Truist Advisory Services co-chief investment officer Keith Lerner found that going back to 1950, when the S&P 500 had a total return of at least 25% in a year, stocks usually rose in the following year. The outcome during that 71 year stretch: stocks advanced 82% of the time, or 14 out of 17 instances.</p><p>As the data shows, however, it's not always sunshine and rainbows after a big year for stocks.</p><p>Two of the three years where stocks failed to rise after 25%+ annual gains were 1981 and 1990. Lerner points out both of those periods commenced with recessions. The other down year was 1962, which Lerner says was challenged by a "flash crash" and "deteriorating investor confidence."</p><p>Lerner doesn't see a recession in the cards for 2022, but acknowledges that it's likely stocks have more modest gains after a banner 2021.</p><p>"History is only a guide and should be used alongside other factors, such as the business cycle and fundamentals. Still, the studies reviewed on performance following years with robust market gains, strong price momentum, and shallow pullbacks lend further support to our base case outlook for 2022. That is, we still favor stocks and expect the bull market to extend, though at a much more modest pace relative to 2021. The data also suggest investors should anticipate more normal and deeper corrections relative to the unusually shallow pullbacks seen over the past year. Thus, we remain positive yet realistic entering the new year," Lerner explains.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f2a393125c83e9e71035b9c23133616c\" tg-width=\"1094\" tg-height=\"466\" width=\"100%\" height=\"auto\"/><span>Another up year for stocks on tap?Truist</span></p><p>To be sure, the market enters 2022 with considerable momentum that go a long way to nailing down a positive year ahead.</p><p>The S&P 500 notched its 70th record close of the year on Wednesday. As Yahoo Finance's Alexandra Semenova points out, the S&P 500 recorded a new all-time high every month this year. That makes 2021 among the best years ever for investors.</p><p>Meanwhile, well-known companies such as Apple, Home Depot, McDonald's, Coca-Cola and Procter & Gamble continue to hover around record highs.</p><p>"We encourage our clients not to get out, to stay in the market. When the recoveries hit, when the sentiment changes, it happens so quickly that often by the time you're able to get back into the market, you have already missed out," said Erin Gibbs, Main Street Asset Management chief investment officer, on Yahoo Finance Live.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>71 years of stock market data reveals investors may be happy in the New Year</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\">\n71 years of stock market data reveals investors may be happy in the New Year\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-03 10:10 GMT+8 <a href=https://finance.yahoo.com/news/71-years-of-stock-market-data-reveals-investors-may-be-happy-in-the-new-year-173229105.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>After a nearly 29% total return for the S&P 500 this year, history suggests 2022 may see more gains for investors.Truist Advisory Services co-chief investment officer Keith Lerner found that going ...</p>\n\n<a href=\"https://finance.yahoo.com/news/71-years-of-stock-market-data-reveals-investors-may-be-happy-in-the-new-year-173229105.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4017":"黄金","MCD":"麦当劳","AAPL":"苹果",".SPX":"S&P 500 Index","KO":"可口可乐",".IXIC":"NASDAQ Composite",".DJI":"道琼斯","PG":"宝洁","NGD":"New Gold","MRCC":"Monroe Capital Corporation","HD":"家得宝"},"source_url":"https://finance.yahoo.com/news/71-years-of-stock-market-data-reveals-investors-may-be-happy-in-the-new-year-173229105.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2200443162","content_text":"After a nearly 29% total return for the S&P 500 this year, history suggests 2022 may see more gains for investors.Truist Advisory Services co-chief investment officer Keith Lerner found that going back to 1950, when the S&P 500 had a total return of at least 25% in a year, stocks usually rose in the following year. The outcome during that 71 year stretch: stocks advanced 82% of the time, or 14 out of 17 instances.As the data shows, however, it's not always sunshine and rainbows after a big year for stocks.Two of the three years where stocks failed to rise after 25%+ annual gains were 1981 and 1990. Lerner points out both of those periods commenced with recessions. The other down year was 1962, which Lerner says was challenged by a \"flash crash\" and \"deteriorating investor confidence.\"Lerner doesn't see a recession in the cards for 2022, but acknowledges that it's likely stocks have more modest gains after a banner 2021.\"History is only a guide and should be used alongside other factors, such as the business cycle and fundamentals. Still, the studies reviewed on performance following years with robust market gains, strong price momentum, and shallow pullbacks lend further support to our base case outlook for 2022. That is, we still favor stocks and expect the bull market to extend, though at a much more modest pace relative to 2021. The data also suggest investors should anticipate more normal and deeper corrections relative to the unusually shallow pullbacks seen over the past year. Thus, we remain positive yet realistic entering the new year,\" Lerner explains.Another up year for stocks on tap?TruistTo be sure, the market enters 2022 with considerable momentum that go a long way to nailing down a positive year ahead.The S&P 500 notched its 70th record close of the year on Wednesday. As Yahoo Finance's Alexandra Semenova points out, the S&P 500 recorded a new all-time high every month this year. That makes 2021 among the best years ever for investors.Meanwhile, well-known companies such as Apple, Home Depot, McDonald's, Coca-Cola and Procter & Gamble continue to hover around record highs.\"We encourage our clients not to get out, to stay in the market. When the recoveries hit, when the sentiment changes, it happens so quickly that often by the time you're able to get back into the market, you have already missed out,\" said Erin Gibbs, Main Street Asset Management chief investment officer, on Yahoo Finance Live.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9,"AAPL":0.6,"HD":0.6,"KO":0.6,"MCD":0.6,"MRCC":0.9,"NGD":1,"PG":0.6}},"isVote":1,"tweetType":1,"viewCount":1711,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":835464081,"gmtCreate":1629732879943,"gmtModify":1631886255475,"author":{"id":"3586434896339890","authorId":"3586434896339890","name":"Nkx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586434896339890","authorIdStr":"3586434896339890"},"themes":[],"htmlText":"Buy or not? ","listText":"Buy or not? ","text":"Buy or not?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/835464081","repostId":"1179203616","repostType":4,"repost":{"id":"1179203616","kind":"news","pubTimestamp":1629732335,"share":"https://www.laohu8.com/m/news/1179203616?lang=&edition=full","pubTime":"2021-08-23 23:25","market":"us","language":"en","title":"Palantir Is an Enigma. The Opportunity in Its Stock Is Far More Clear.","url":"https://stock-news.laohu8.com/highlight/detail?id=1179203616","media":"Barrons","summary":"Palantir Technologies is one of the world’s quirkiest tech companies, and last week the story got we","content":"<p>Palantir Technologies is one of the world’s quirkiest tech companies, and last week the story got weirder than ever. But beneath the surface, there’s an oddly compelling case for the business and the stock.</p>\n<p>Palantir (ticker: PLTR) provides data analytics software to both commercial and government clients. The 18-year-old company has two primary platforms—Gotham, for government applications, and Foundry, for commercial customers. Palantir has a long history of serving U.S. military and intelligence agencies, but lately it’s been building out its sales team to bulk up its commercial business. That plan seems to be getting traction.</p>\n<p>Palantir went public in a direct listing last September, with the stock opening at $10. It’s since taken shareholders on a wild ride, trading as high as $45 earlier this year. It’s now around $25, still up 150% from listing day.</p>\n<p>In its recently reported June quarter, Palantir posted revenue of $376 million, up 49% from the year-earlier level. The company got a big boost from its U.S. commercial business, which grew 90%. Palantir sees September quarter revenue inching up to $385 million, and it continues to forecast annual top-line growth of 30%-plus through 2025.</p>\n<p>But the core story gets lost in the noise—Palantir seems to thrive on controversy. Almost everything it does is outside the box. Before last year’s stock listing, Palantir quietly moved its headquarters to Denver from Palo Alto. The reasoning boils down to politics.</p>\n<p>“When we started the company in 2004, the idea was to bring world-class software to our intelligence and military communities,” Palantir CEO Alex Karp told me in a June interview. “Numerous companies in Silicon Valley have refused either overtly, tacitly, or by dragging their feet, to work with the U.S. government. … I believe in general there’s a choice to be made in the world, and America has serious, rigorous, intelligent, and sometimes ruthless adversaries.”</p>\n<p>Palantir has also been doing unusual things with the $2.4 billion in cash on its balance sheet. The company is aggressively investing in PIPEs, or private investments in public equities, which are used in almost every SPAC merger to increase the capital raised. Palantir has committed $310 million across more than a dozen SPACs, or special purpose acquisition companies, according to its latest SEC filing. It’s completed $33 million of equity investments across three other companies.</p>\n<p></p>\n<p>The most recent tranche includes $20 million for Fast Radius, which offers a “cloud manufacturing platform;” $15 million for Tritium, a developer of electric vehicle chargers; $15 million for AdTheorent, which sells advertising software driven by machine learning; and $10 million for FinAccel, an Asian financial-services company.</p>\n<p>All the targets have signed up to be Palantir customers. As of June 30, Palantir said it had commercial contracts with its SPAC portfolio companies with a potential value of $428 million; the revenue contribution in the latest quarter was just $3 million, or less than 1% of the total.</p>\n<p>SPACs are a highly speculative place for a public company to be parking its cash. But I’d argue that Palantir’s decision to provide capital to new customers isn’t so different from offering vendor debt financing for hardware purchases—as IBM(IBM) and HP Enterprise (HPE) do—or from running robust venture capital programs, as do Intel(INTC) and Salesforce.com(CRM).</p>\n<p>Even so, it makes some analysts squeamish. “While we don’t oppose thinking outside the box, we think the strategy may have been taken too far, particularly with software contracts that appear to be negotiated alongside an investment by Palantir in the same customer,” Citi’s Tyler Radke wrote in a recent research note.</p>\n<p>The outside-the-box strategy goes beyond SPACs. This past week, Palantir disclosed that it had purchased $50.7 million worth of 100-ounce gold bars—a pretty strange move, even for Palantir. I ran a text search in the SEC’s database looking for references to gold bars, and found only references to other gold companies. The move makes Tesla’s(TSLA) Bitcoin purchases seem mundane.</p>\n<p>The fact that Palantir decided to buy physical gold, rather than, say, the SPDR Gold Shares ETF (GLD), makes it odder still. Palatnir ends up looking like the corporate equivalent of a doomsday prepper. I tried to follow-up with Karp to ask about the sudden interest in gold, but Palantir declined to make him available.</p>\n<p>One analyst who follows the company told me that the SPAC program and the foray into gold make Palantir a hard sell for institutional investors. You can see that in the shareholder base. Institutions hold only 25% of Palantir shares—compared with Oracle’s(ORCL) 46%,Snowflake’s(SNOW) 58%, and Microsoft’s(MSFT) 71%.</p>\n<p>But the same analyst is still bullish on Palantir and says it offers “a very interesting set of solutions to buyers that require scale and sophistication.”</p>\n<p>Palantir has a fanatical following among individual investors, and the company is playing to its fans. During its June-quarter earnings call, Palantir took nine questions from retail investors and just four from analysts.</p>\n<p>On traditional metrics, Palantir isn’t cheap. The stock trades for 25 times estimated 2022 sales. But strip away the craziness, and Palantir looks like the single best bet on the future of complex data analytics. There aren’t many other ways for investors to play the opportunity—and the world isn’t getting any simpler or less dangerous.</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>Palantir Is an Enigma. The Opportunity in Its Stock Is Far More Clear.</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\">\nPalantir Is an Enigma. The Opportunity in Its Stock Is Far More Clear.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-23 23:25 GMT+8 <a href=https://www.barrons.com/articles/palantir-stock-spacs-gold-51629497963?mod=hp_LEADSUPP_3><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Palantir Technologies is one of the world’s quirkiest tech companies, and last week the story got weirder than ever. But beneath the surface, there’s an oddly compelling case for the business and the ...</p>\n\n<a href=\"https://www.barrons.com/articles/palantir-stock-spacs-gold-51629497963?mod=hp_LEADSUPP_3\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://www.barrons.com/articles/palantir-stock-spacs-gold-51629497963?mod=hp_LEADSUPP_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179203616","content_text":"Palantir Technologies is one of the world’s quirkiest tech companies, and last week the story got weirder than ever. But beneath the surface, there’s an oddly compelling case for the business and the stock.\nPalantir (ticker: PLTR) provides data analytics software to both commercial and government clients. The 18-year-old company has two primary platforms—Gotham, for government applications, and Foundry, for commercial customers. Palantir has a long history of serving U.S. military and intelligence agencies, but lately it’s been building out its sales team to bulk up its commercial business. That plan seems to be getting traction.\nPalantir went public in a direct listing last September, with the stock opening at $10. It’s since taken shareholders on a wild ride, trading as high as $45 earlier this year. It’s now around $25, still up 150% from listing day.\nIn its recently reported June quarter, Palantir posted revenue of $376 million, up 49% from the year-earlier level. The company got a big boost from its U.S. commercial business, which grew 90%. Palantir sees September quarter revenue inching up to $385 million, and it continues to forecast annual top-line growth of 30%-plus through 2025.\nBut the core story gets lost in the noise—Palantir seems to thrive on controversy. Almost everything it does is outside the box. Before last year’s stock listing, Palantir quietly moved its headquarters to Denver from Palo Alto. The reasoning boils down to politics.\n“When we started the company in 2004, the idea was to bring world-class software to our intelligence and military communities,” Palantir CEO Alex Karp told me in a June interview. “Numerous companies in Silicon Valley have refused either overtly, tacitly, or by dragging their feet, to work with the U.S. government. … I believe in general there’s a choice to be made in the world, and America has serious, rigorous, intelligent, and sometimes ruthless adversaries.”\nPalantir has also been doing unusual things with the $2.4 billion in cash on its balance sheet. The company is aggressively investing in PIPEs, or private investments in public equities, which are used in almost every SPAC merger to increase the capital raised. Palantir has committed $310 million across more than a dozen SPACs, or special purpose acquisition companies, according to its latest SEC filing. It’s completed $33 million of equity investments across three other companies.\n\nThe most recent tranche includes $20 million for Fast Radius, which offers a “cloud manufacturing platform;” $15 million for Tritium, a developer of electric vehicle chargers; $15 million for AdTheorent, which sells advertising software driven by machine learning; and $10 million for FinAccel, an Asian financial-services company.\nAll the targets have signed up to be Palantir customers. As of June 30, Palantir said it had commercial contracts with its SPAC portfolio companies with a potential value of $428 million; the revenue contribution in the latest quarter was just $3 million, or less than 1% of the total.\nSPACs are a highly speculative place for a public company to be parking its cash. But I’d argue that Palantir’s decision to provide capital to new customers isn’t so different from offering vendor debt financing for hardware purchases—as IBM(IBM) and HP Enterprise (HPE) do—or from running robust venture capital programs, as do Intel(INTC) and Salesforce.com(CRM).\nEven so, it makes some analysts squeamish. “While we don’t oppose thinking outside the box, we think the strategy may have been taken too far, particularly with software contracts that appear to be negotiated alongside an investment by Palantir in the same customer,” Citi’s Tyler Radke wrote in a recent research note.\nThe outside-the-box strategy goes beyond SPACs. This past week, Palantir disclosed that it had purchased $50.7 million worth of 100-ounce gold bars—a pretty strange move, even for Palantir. I ran a text search in the SEC’s database looking for references to gold bars, and found only references to other gold companies. The move makes Tesla’s(TSLA) Bitcoin purchases seem mundane.\nThe fact that Palantir decided to buy physical gold, rather than, say, the SPDR Gold Shares ETF (GLD), makes it odder still. Palatnir ends up looking like the corporate equivalent of a doomsday prepper. I tried to follow-up with Karp to ask about the sudden interest in gold, but Palantir declined to make him available.\nOne analyst who follows the company told me that the SPAC program and the foray into gold make Palantir a hard sell for institutional investors. You can see that in the shareholder base. Institutions hold only 25% of Palantir shares—compared with Oracle’s(ORCL) 46%,Snowflake’s(SNOW) 58%, and Microsoft’s(MSFT) 71%.\nBut the same analyst is still bullish on Palantir and says it offers “a very interesting set of solutions to buyers that require scale and sophistication.”\nPalantir has a fanatical following among individual investors, and the company is playing to its fans. During its June-quarter earnings call, Palantir took nine questions from retail investors and just four from analysts.\nOn traditional metrics, Palantir isn’t cheap. The stock trades for 25 times estimated 2022 sales. But strip away the craziness, and Palantir looks like the single best bet on the future of complex data analytics. There aren’t many other ways for investors to play the opportunity—and the world isn’t getting any simpler or less dangerous.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":859,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":836682016,"gmtCreate":1629476140835,"gmtModify":1631886255488,"author":{"id":"3586434896339890","authorId":"3586434896339890","name":"Nkx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586434896339890","authorIdStr":"3586434896339890"},"themes":[],"htmlText":"Like ~","listText":"Like ~","text":"Like ~","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/836682016","repostId":"2160710721","repostType":4,"repost":{"id":"2160710721","kind":"news","pubTimestamp":1629473265,"share":"https://www.laohu8.com/m/news/2160710721?lang=&edition=full","pubTime":"2021-08-20 23:27","market":"us","language":"en","title":"Is Moderna (MRNA) COVID-19 Jab Heart Risk More Than Pfizer's?","url":"https://stock-news.laohu8.com/highlight/detail?id=2160710721","media":"Zacks","summary":"Moderna’s MRNA mRNA-based COVID-19 vaccine, mRNA-1273 is being investigated by the FDA and the U.S. ","content":"<p><b>Moderna</b>’s MRNA mRNA-based COVID-19 vaccine, mRNA-1273 is being investigated by the FDA and the U.S. Centers for Disease Control and Prevention (CDC) for higher risk of myocarditis, a rare condition of heart inflammation, in younger adults per a <a href=\"https://laohu8.com/S/WASH\">Washington</a> <a href=\"https://laohu8.com/S/POST\">Post</a> article. The article implies that the risk of myocarditis following inoculation with mRNA-1273 can be more than previously thought and is also higher than <b><a href=\"https://laohu8.com/S/PFE\">Pfizer</a></b>/<b><a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a></b>’s mRNA-based vaccine, BNT162b.</p>\n<p>Per the same <a href=\"https://laohu8.com/S/WRE\">Washington</a> Post article, the claims of higher risk of myocarditis, especially for males below the age of 30 or so, following Moderna’s jab are majorly based on data from Canada. The same data suggests that vaccination with mRNA-1273 may increase the risk of incidence of myocarditis by 2.5-fold compared to BNT162b. U.S. health officials are currently reviewing the data as well as data generated in the <a href=\"https://laohu8.com/S/UBNK\">United</a> States for a possible link to higher risk of heart inflammation. The report stated that the officials believe it is too early to conclude and issue any kind of new or revised warning or recommendation for mRNA-1273.</p>\n<p>We note that Pfizer’s BNT162b is already leading the vaccination race with $11.3 billion sales in the first half of 2021 compared to nearly $6 billion of sales from mRNA-1273. Moreover, the anticipated sales for 2021 for BNT162b and mRNA-1273 stands at $33.5 billion and approximately $19.2 billion, respectively.</p>\n<p>Meanwhile, U.S. health officials have decided to start providing booster doses to the country’s citizens beginning in the first week of fall that will start on Sep 20. Amid rising support for booster doses for better protection against the Delta variant, the potential link to higher risk of heart inflammation may hurt demand for Moderna’s mRNA-1273, pushing it further back in the competition. Moreover, a few new COVID-19 vaccines may enter the U.S. markets this year, which will result in increased competition.</p>\n<p>Shares of Moderna fell 5.8% on Aug 19, following the reports on probe for higher risk of heart inflammation. The company’s shares have surged 259.4% so far this year against the industry’s decrease of 0.3%.</p>\n<p><img src=\"https://static.tigerbbs.com/01ae6084260e85bc39bcd6d72d8d9ae0\" tg-width=\"620\" tg-height=\"406\" referrerpolicy=\"no-referrer\"></p>\n<p>Image Source: Zacks Investment Research</p>\n<p>We note that the CDC concluded earlier in June that there is a “likely association” between mRNA-based COVID-19 vaccines and increased cases of heart inflammation, including myocarditis and pericarditis, in adolescents and younger adults. Heart inflammation was reported after the first dose of mRNA-1273 and BNT162b in a small proportion of individuals,which increased further following the second dose. However, similar inflammation cases were not reported following vaccination with <b>J&J</b>’s JNJ adenovirus-based COVID-19 vaccine. Following the investigation, the labels of both mRNA-based vaccines were updated to include a warning label for increased risk of myocarditis.</p>\n<p>Meanwhile, the United States is not the only country to probe various risks with possible links to mRNA-based COVID-19 vaccines. Earlier this month, the European Medicines Agency initiated an investigation to study three new conditions found in a small proportion of individuals receiving mRNA-based vaccination. The individuals immunized with an mRNA-based vaccine reported that they developed either erythema multiforme (allergic skin reaction), glomerulonephritis (kidney inflammation) and/or nephrotic syndrome (renal disorder).</p>\n<h3><a href=\"https://laohu8.com/S/MRNA\">Moderna, Inc.</a> Price</h3>\n<p><img src=\"https://static.tigerbbs.com/33512fafdd460236be3b7bc6e113462a\" tg-width=\"545\" tg-height=\"257\" referrerpolicy=\"no-referrer\"></p>\n<p><a href=\"https://laohu8.com/S/MRNA\">Moderna, Inc.</a> price | Moderna, Inc. Quote</p>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Moderna (MRNA) COVID-19 Jab Heart Risk More Than Pfizer's?</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\">\nIs Moderna (MRNA) COVID-19 Jab Heart Risk More Than Pfizer's?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-20 23:27 GMT+8 <a href=https://finance.yahoo.com/news/moderna-mrna-covid-19-jab-131601604.html><strong>Zacks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Moderna’s MRNA mRNA-based COVID-19 vaccine, mRNA-1273 is being investigated by the FDA and the U.S. Centers for Disease Control and Prevention (CDC) for higher risk of myocarditis, a rare condition of...</p>\n\n<a href=\"https://finance.yahoo.com/news/moderna-mrna-covid-19-jab-131601604.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MRNA":"Moderna, Inc.","PFE":"辉瑞"},"source_url":"https://finance.yahoo.com/news/moderna-mrna-covid-19-jab-131601604.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2160710721","content_text":"Moderna’s MRNA mRNA-based COVID-19 vaccine, mRNA-1273 is being investigated by the FDA and the U.S. Centers for Disease Control and Prevention (CDC) for higher risk of myocarditis, a rare condition of heart inflammation, in younger adults per a Washington Post article. The article implies that the risk of myocarditis following inoculation with mRNA-1273 can be more than previously thought and is also higher than Pfizer/BioNTech SE’s mRNA-based vaccine, BNT162b.\nPer the same Washington Post article, the claims of higher risk of myocarditis, especially for males below the age of 30 or so, following Moderna’s jab are majorly based on data from Canada. The same data suggests that vaccination with mRNA-1273 may increase the risk of incidence of myocarditis by 2.5-fold compared to BNT162b. U.S. health officials are currently reviewing the data as well as data generated in the United States for a possible link to higher risk of heart inflammation. The report stated that the officials believe it is too early to conclude and issue any kind of new or revised warning or recommendation for mRNA-1273.\nWe note that Pfizer’s BNT162b is already leading the vaccination race with $11.3 billion sales in the first half of 2021 compared to nearly $6 billion of sales from mRNA-1273. Moreover, the anticipated sales for 2021 for BNT162b and mRNA-1273 stands at $33.5 billion and approximately $19.2 billion, respectively.\nMeanwhile, U.S. health officials have decided to start providing booster doses to the country’s citizens beginning in the first week of fall that will start on Sep 20. Amid rising support for booster doses for better protection against the Delta variant, the potential link to higher risk of heart inflammation may hurt demand for Moderna’s mRNA-1273, pushing it further back in the competition. Moreover, a few new COVID-19 vaccines may enter the U.S. markets this year, which will result in increased competition.\nShares of Moderna fell 5.8% on Aug 19, following the reports on probe for higher risk of heart inflammation. The company’s shares have surged 259.4% so far this year against the industry’s decrease of 0.3%.\n\nImage Source: Zacks Investment Research\nWe note that the CDC concluded earlier in June that there is a “likely association” between mRNA-based COVID-19 vaccines and increased cases of heart inflammation, including myocarditis and pericarditis, in adolescents and younger adults. Heart inflammation was reported after the first dose of mRNA-1273 and BNT162b in a small proportion of individuals,which increased further following the second dose. However, similar inflammation cases were not reported following vaccination with J&J’s JNJ adenovirus-based COVID-19 vaccine. Following the investigation, the labels of both mRNA-based vaccines were updated to include a warning label for increased risk of myocarditis.\nMeanwhile, the United States is not the only country to probe various risks with possible links to mRNA-based COVID-19 vaccines. Earlier this month, the European Medicines Agency initiated an investigation to study three new conditions found in a small proportion of individuals receiving mRNA-based vaccination. The individuals immunized with an mRNA-based vaccine reported that they developed either erythema multiforme (allergic skin reaction), glomerulonephritis (kidney inflammation) and/or nephrotic syndrome (renal disorder).\nModerna, Inc. Price\n\nModerna, Inc. price | Moderna, Inc. Quote","news_type":1,"symbols_score_info":{"MRNA":0.9,"PFE":0.9}},"isVote":1,"tweetType":1,"viewCount":910,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":836688582,"gmtCreate":1629476004446,"gmtModify":1631886255502,"author":{"id":"3586434896339890","authorId":"3586434896339890","name":"Nkx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586434896339890","authorIdStr":"3586434896339890"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/836688582","repostId":"1176518973","repostType":4,"repost":{"id":"1176518973","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":1629467183,"share":"https://www.laohu8.com/m/news/1176518973?lang=&edition=full","pubTime":"2021-08-20 21:46","market":"other","language":"en","title":"Microsoft jumped over 1% and reached record high","url":"https://stock-news.laohu8.com/highlight/detail?id=1176518973","media":"Tiger Newspress","summary":" $Microsoft$ jumped over 1% and reached record high.Mizuho reiterates Microsoft as buy. Mizuho raised its price target on the stock to $350 from $325 after the company announced price increases for its Microsoft 365 products. The firm said it expects the increase to have a “significant” financial impact on the company.","content":"<p>(Aug 20) <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> jumped over 1% and reached record high.</p>\n<p><b>Mizuho reiterates Microsoft as buy. </b>Mizuho raised its price target on the stock to $350 from $325 after the company announced price increases for its Microsoft 365 products. The firm said it expects the increase to have a “significant” financial impact on the company.</p>\n<p><img src=\"https://static.tigerbbs.com/58d31e4415ba0e93df1ead488d443fc7\" tg-width=\"1087\" tg-height=\"536\" referrerpolicy=\"no-referrer\"></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>Microsoft jumped over 1% and reached record high</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\">\nMicrosoft jumped over 1% and reached record high\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-08-20 21:46</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(Aug 20) <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> jumped over 1% and reached record high.</p>\n<p><b>Mizuho reiterates Microsoft as buy. </b>Mizuho raised its price target on the stock to $350 from $325 after the company announced price increases for its Microsoft 365 products. The firm said it expects the increase to have a “significant” financial impact on the company.</p>\n<p><img src=\"https://static.tigerbbs.com/58d31e4415ba0e93df1ead488d443fc7\" tg-width=\"1087\" tg-height=\"536\" referrerpolicy=\"no-referrer\"></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":"1176518973","content_text":"(Aug 20) Microsoft jumped over 1% and reached record high.\nMizuho reiterates Microsoft as buy. Mizuho raised its price target on the stock to $350 from $325 after the company announced price increases for its Microsoft 365 products. The firm said it expects the increase to have a “significant” financial impact on the company.","news_type":1,"symbols_score_info":{"MSFT":0.9}},"isVote":1,"tweetType":1,"viewCount":1454,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":833862562,"gmtCreate":1629216864756,"gmtModify":1631886255512,"author":{"id":"3586434896339890","authorId":"3586434896339890","name":"Nkx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586434896339890","authorIdStr":"3586434896339890"},"themes":[],"htmlText":"Like ","listText":"Like ","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":15,"repostSize":0,"link":"https://laohu8.com/post/833862562","repostId":"1115558959","repostType":4,"isVote":1,"tweetType":1,"viewCount":1809,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":897201793,"gmtCreate":1628918266012,"gmtModify":1631886255527,"author":{"id":"3586434896339890","authorId":"3586434896339890","name":"Nkx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586434896339890","authorIdStr":"3586434896339890"},"themes":[],"htmlText":"Comment for coins ","listText":"Comment for coins ","text":"Comment for coins","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/897201793","repostId":"1167599158","repostType":4,"isVote":1,"tweetType":1,"viewCount":1204,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807917805,"gmtCreate":1627996408307,"gmtModify":1631886255535,"author":{"id":"3586434896339890","authorId":"3586434896339890","name":"Nkx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586434896339890","authorIdStr":"3586434896339890"},"themes":[],"htmlText":"[真香] ","listText":"[真香] ","text":"[真香]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/807917805","repostId":"1181078046","repostType":4,"isVote":1,"tweetType":1,"viewCount":2582,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":802719288,"gmtCreate":1627805830944,"gmtModify":1631886255549,"author":{"id":"3586434896339890","authorId":"3586434896339890","name":"Nkx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586434896339890","authorIdStr":"3586434896339890"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/802719288","repostId":"1159296868","repostType":4,"repost":{"id":"1159296868","kind":"news","pubTimestamp":1627786610,"share":"https://www.laohu8.com/m/news/1159296868?lang=&edition=full","pubTime":"2021-08-01 10:56","market":"us","language":"en","title":"Why Oracle Stock Could Be Volatile In August","url":"https://stock-news.laohu8.com/highlight/detail?id=1159296868","media":"InvestorPlace","summary":"Despite short-term profit-taking, ORCL stock should move higher in the coming months.\n\nOnce consider","content":"<blockquote>\n Despite short-term profit-taking, ORCL stock should move higher in the coming months.\n</blockquote>\n<p>Once considered a laggard company in the world of technology,<b>Oracle</b> (NYSE:<b>ORCL</b>) stock has made a comeback as one of the best-performing tech names of 2021.</p>\n<p><img src=\"https://static.tigerbbs.com/1e4fb922d429b71a40534256e2dff304\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">Source: Jonathan Weiss / Shutterstock.com</p>\n<p>It was the original champion of database technology. Now Oracle is becoming an emerging force in both backend infrastructure technologies and software-as-a-service (SaaS). In other words, management is proving that what is considered outdated can quickly become hot again in the tech stock space.</p>\n<p>Investors have not been shy to bid ORCL stock up this year. Growth expectations mainly revolve around the cloud computing business. As a result, ORCL stock has soared by 56% over the last 12 months.</p>\n<p>And the rally accelerated after Oracle recently released its fourth-quarter and FY21 results. As a result, the shares hit a record high of $91.20. It currently trades around $87, up 35% in 2021. The current price supports a dividend yield of about 1.3%.</p>\n<p>Thanks to its success in the cloud, Oracle has outperformed many tech stocks currently underperforming the broader market this year. However, in the short run, ORCL stock is likely to be volatile and could see profit-taking</p>\n<p>Yet, long-term investors looking to generate lucrative returns in the rest of 2021 and beyond may consider buying the dips. Here’s why.</p>\n<p><b>How Recent Earnings Came</b></p>\n<p>Founded in 1977, Oracle is well-known for pioneering the first commercial SQL-based relational database management system. Now, with 430,000 customers in 175 countries, the tech giant provides database technology and enterprise resource planning (ERP) software to businesses and global governments. Its market capitalization stands at $246 billion.</p>\n<p>Oracle released fourth-quarter resultsin mid-June. Total revenue increased 8% year-over-year to $11.2 billion. Non-GAAP net income went up buy 20% to $4.5 billion, and non-GAAP earnings per share soared 29% to $1.54.</p>\n<p>In fiscal 2021, Oracle generated almost $13.8 billion in free cash flow. As a result, management invested heavily in stock buybacks. Excluding the $3 billion spent on dividends, it bought back 329 million shares at a cost of $21 billion in the past year. Cash and equivalents ended the fiscal year at $30.1 billion.</p>\n<p>On the results, CEO Safra Catz remarked, “Our Q4 performance was absolutely outstanding with total revenue beating guidance by nearly $200 million, and non-GAAP earnings per share beating guidance by $0.24.”</p>\n<p>Cloud apps saw 20% to 30% growth. Yet, it has not led to a significant increase in overall revenue for the fiscal year 2021. Oracle’s revenue of $40.5 billion grew only by 4% compared to the previous year.</p>\n<p>ORCL stock is currently trading at 19x forward price-earnings multiple and 6.5x current sales. The 12-month price target range for Oracle stock extends from $60 to $115. The median estimate of $80 would mean a decline of about 9% from the current levels. Therefore, short-term investors could see the shares come under pressure.</p>\n<p><b>Long-Term Tailwinds For Oracle Stock</b></p>\n<p>Despite the potential short-term volatility, there are many reasons for investors to consider ORCL stock. It has a broad portfolio addressing different spectrums of enterprise technology. Revenues have been gaining momentum after the company has shifted resources to the cloud space.</p>\n<p>Management regards the cloud in terms of platform, application, and infrastructure layers. Put another way, Oracle offers a complete package that may lead to a even a stronger competitive advantage in the long term.</p>\n<p>The company has recently announced plans to increase spending on data centers. It will double capital expenditures to almost $4 billion. Investors are hoping this heavy spending will boost the cloud businesses.</p>\n<p>Market research firm Research and Markets predicts cloud spending could grow at a compound annual growth rate of 17.5% through 2025. Although this implies a massive opportunity, Oracle currently has a minor share of the broad cloud market.</p>\n<p>The company still trails behind the market leader<b>Amazon</b>(NASDAQ:<b>AMZN</b>) as well as other competitors<b>Microsoft</b>(NASDAQ:<b>MSFT</b>) and <b>Alphabet</b> (NASDAQ:<b>GOOG</b>, NASDAQ:<b>GOOGL</b>). Recent quarterly metrics from these tech giants have shown the importance of cloud applications and services for revenues.</p>\n<p>If management were to continue its recent success, it would be possible to see Oracle grow its market cap to rapidly in the coming quarters as well.</p>\n<p><b>The Bottom Line on ORCL Stock</b></p>\n<p>Oracle’s revenue mix now focuses more on subscriptions, especially in the cloud space. Investors would like to see the bottom line grow in the coming quarters. However, it might still be several quarters before management’s efforts translate into higher earnings.</p>\n<p>Although I remain bullish on ORCL stock for the long run, I expect some profit-taking in the coming weeks Interested investors could regard any drop toward the $80 to $82 level as a better entry point.</p>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Oracle Stock Could Be Volatile In August</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\">\nWhy Oracle Stock Could Be Volatile In August\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-01 10:56 GMT+8 <a href=https://investorplace.com/2021/07/orcl-stock-could-be-volatile-in-august/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Despite short-term profit-taking, ORCL stock should move higher in the coming months.\n\nOnce considered a laggard company in the world of technology,Oracle (NYSE:ORCL) stock has made a comeback as one ...</p>\n\n<a href=\"https://investorplace.com/2021/07/orcl-stock-could-be-volatile-in-august/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ORCL":"甲骨文"},"source_url":"https://investorplace.com/2021/07/orcl-stock-could-be-volatile-in-august/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159296868","content_text":"Despite short-term profit-taking, ORCL stock should move higher in the coming months.\n\nOnce considered a laggard company in the world of technology,Oracle (NYSE:ORCL) stock has made a comeback as one of the best-performing tech names of 2021.\nSource: Jonathan Weiss / Shutterstock.com\nIt was the original champion of database technology. Now Oracle is becoming an emerging force in both backend infrastructure technologies and software-as-a-service (SaaS). In other words, management is proving that what is considered outdated can quickly become hot again in the tech stock space.\nInvestors have not been shy to bid ORCL stock up this year. Growth expectations mainly revolve around the cloud computing business. As a result, ORCL stock has soared by 56% over the last 12 months.\nAnd the rally accelerated after Oracle recently released its fourth-quarter and FY21 results. As a result, the shares hit a record high of $91.20. It currently trades around $87, up 35% in 2021. The current price supports a dividend yield of about 1.3%.\nThanks to its success in the cloud, Oracle has outperformed many tech stocks currently underperforming the broader market this year. However, in the short run, ORCL stock is likely to be volatile and could see profit-taking\nYet, long-term investors looking to generate lucrative returns in the rest of 2021 and beyond may consider buying the dips. Here’s why.\nHow Recent Earnings Came\nFounded in 1977, Oracle is well-known for pioneering the first commercial SQL-based relational database management system. Now, with 430,000 customers in 175 countries, the tech giant provides database technology and enterprise resource planning (ERP) software to businesses and global governments. Its market capitalization stands at $246 billion.\nOracle released fourth-quarter resultsin mid-June. Total revenue increased 8% year-over-year to $11.2 billion. Non-GAAP net income went up buy 20% to $4.5 billion, and non-GAAP earnings per share soared 29% to $1.54.\nIn fiscal 2021, Oracle generated almost $13.8 billion in free cash flow. As a result, management invested heavily in stock buybacks. Excluding the $3 billion spent on dividends, it bought back 329 million shares at a cost of $21 billion in the past year. Cash and equivalents ended the fiscal year at $30.1 billion.\nOn the results, CEO Safra Catz remarked, “Our Q4 performance was absolutely outstanding with total revenue beating guidance by nearly $200 million, and non-GAAP earnings per share beating guidance by $0.24.”\nCloud apps saw 20% to 30% growth. Yet, it has not led to a significant increase in overall revenue for the fiscal year 2021. Oracle’s revenue of $40.5 billion grew only by 4% compared to the previous year.\nORCL stock is currently trading at 19x forward price-earnings multiple and 6.5x current sales. The 12-month price target range for Oracle stock extends from $60 to $115. The median estimate of $80 would mean a decline of about 9% from the current levels. Therefore, short-term investors could see the shares come under pressure.\nLong-Term Tailwinds For Oracle Stock\nDespite the potential short-term volatility, there are many reasons for investors to consider ORCL stock. It has a broad portfolio addressing different spectrums of enterprise technology. Revenues have been gaining momentum after the company has shifted resources to the cloud space.\nManagement regards the cloud in terms of platform, application, and infrastructure layers. Put another way, Oracle offers a complete package that may lead to a even a stronger competitive advantage in the long term.\nThe company has recently announced plans to increase spending on data centers. It will double capital expenditures to almost $4 billion. Investors are hoping this heavy spending will boost the cloud businesses.\nMarket research firm Research and Markets predicts cloud spending could grow at a compound annual growth rate of 17.5% through 2025. Although this implies a massive opportunity, Oracle currently has a minor share of the broad cloud market.\nThe company still trails behind the market leaderAmazon(NASDAQ:AMZN) as well as other competitorsMicrosoft(NASDAQ:MSFT) and Alphabet (NASDAQ:GOOG, NASDAQ:GOOGL). Recent quarterly metrics from these tech giants have shown the importance of cloud applications and services for revenues.\nIf management were to continue its recent success, it would be possible to see Oracle grow its market cap to rapidly in the coming quarters as well.\nThe Bottom Line on ORCL Stock\nOracle’s revenue mix now focuses more on subscriptions, especially in the cloud space. Investors would like to see the bottom line grow in the coming quarters. However, it might still be several quarters before management’s efforts translate into higher earnings.\nAlthough I remain bullish on ORCL stock for the long run, I expect some profit-taking in the coming weeks Interested investors could regard any drop toward the $80 to $82 level as a better entry point.","news_type":1,"symbols_score_info":{"ORCL":0.9}},"isVote":1,"tweetType":1,"viewCount":1181,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802710437,"gmtCreate":1627805753829,"gmtModify":1631886255561,"author":{"id":"3586434896339890","authorId":"3586434896339890","name":"Nkx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586434896339890","authorIdStr":"3586434896339890"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/802710437","repostId":"1147877145","repostType":4,"repost":{"id":"1147877145","kind":"news","pubTimestamp":1627784916,"share":"https://www.laohu8.com/m/news/1147877145?lang=&edition=full","pubTime":"2021-08-01 10:28","market":"us","language":"en","title":"Expect More Underwhelming Performance for SoFi Shares","url":"https://stock-news.laohu8.com/highlight/detail?id=1147877145","media":"InvestorPlace","summary":"The odds of a rapid rebound for fintech play SOFI stock appear dim.\n\nAsSoFiTechnologies(NASDAQ:SOFI)","content":"<blockquote>\n <b>The odds of a rapid rebound for fintech play SOFI stock appear dim.</b>\n</blockquote>\n<p>As<b>SoFiTechnologies</b>(NASDAQ:<b><u>SOFI</u></b>) stock falls back to around $15 per share, is now the time to buy? Not really. Over a long enough timeframe, entering a position in the fintech company’s shares right now could end up being a highly profitable move.</p>\n<p>Assuming of course, that it becomes the next<b>PayPal</b>(NASDAQ:<b><u>PYPL</u></b>) or<b>Square</b>(NYSE:<b><u>SQ</u></b>). Even so, that doesn’t mean there’s an urgent need to rush out and buy it today. More likely than not, the stock will deliver underwhelming returns in the months ahead.</p>\n<p>Why? The negative factors that have been weighing down on growth stocks. First, the risk that a hike in interest rates will result in avaluation contraction for richly priced namessuch as this one. Second, slowing economic growth could be another risk for shares. If today’s booming economy takes a breather, it may be tough for SoFi to deliver the blockbuster quarterly results investors expect from it.</p>\n<p>With the possibility of it languishing at $15 per share. Or worse yet, falling to $10 per share or less, the best move hasn’t changed in the past month. If you’re still bullish on it? Take your time when it comes to entering a position.</p>\n<p><b>SOFI Stock and Possible Further Downside</b></p>\n<p>After itsJune 1 deSPACing, SoFi shares seemed primed to make a comeback. Not only that, it seemed like the reputation of Chamath Palihapitiya, the sponsor of this former SPAC (special purpose acquisition company) was making a comeback as well.</p>\n<p>Yet, flash-forward around two months, and it seems like things are getting to where they were after last spring’s“SPAC Wipeout.”Investors haven’t shown much interest in Palihapitiya’slatest SPAC venture has been met with a yawn. Shares in his higher-profile holdings, like SOFI stock, along with<b>Clover Health</b>(NASDAQ:<b><u>CLOV</u></b>) stock have again lost their luster as well.</p>\n<p>SoFi has fallen back once again. But don’t assume it’s bottomed out. Not as much to do with any issues with the company itself. Instead, due to economy-wide factors that may result in it making another move to lower price levels. Again, as I’ve discussed previously, rising interest rates could have a big negative impact on its share price. Even as rising rates will be good for the company’s lending operations, this could be more than countered by valuation contraction.</p>\n<p>Giving things another look, it’s clear there’s another risk factor that could knock down the stock once again. That’s the potential for economic growth to start slowing down.</p>\n<p><b>High Valuation</b></p>\n<p>SOFI stock may be down big from its all-time high. But at today’s levels, it remains a “priced for perfection” situation. With projections calling for high double-digit growth, and recent results pointing to itbeating guidance, investors continue to have no trouble giving this stock a rich valuation.</p>\n<p>At $15 per share, shares trade for around 8.4x estimated 2022 revenues. Some, including<i>InvestorPlace’s</i>Larry Ramer, have questioned whether it makes sense to value this companymore like a tech firm than a bank. I also see this as an area of concern. Yet I don’t expect this factor alone to be what knocks it down to lower prices.</p>\n<p>What will? Again, it’s a sooner-than-expected rise in interest rates that could send shares down to even lower prices. But that’s not the only thing that could do so. Even if the Federal Reserve doesn’t turn on a dime, and shift from dovish to hawkish monetary policy, SOFI stock could find itself in trouble. How? If it starts delivering disappointing quarterly results.</p>\n<p>Sure, this may not happen in the immediate future. Yet, the above-average economic growth seen during the pandemic recovery/reopeningcould be running out of gas. If the economy starts to slow? It may get tougher for SoFi to live up to the high expectations currently priced into shares. Along with the valuation contraction risk, this is something else that could it down before it starts to rally once again.</p>\n<p><b>No Rush to Dive in at Today’s Prices</b></p>\n<p>Now may seem like an opportune time to scoop up SoFi shares on the cheap. But after selling off again, I wouldn’t expect any sort of rapid recovery. Just like a few weeks back, the risk of valuation contraction runs high. As more comes out of today’s still-booming economy could be set to slow down? The risk of underwhelming results in future quarters is starting to loom as well.</p>\n<p>So, with more negatives than positives, SOFI stock is likely to either going to trade sideways in the short term or worse, head down to lower prices. With this in mind, even investors who believe it’s a long-term winner shouldn’t hastily dive into it.</p>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Expect More Underwhelming Performance for SoFi Shares</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\">\nExpect More Underwhelming Performance for SoFi Shares\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-01 10:28 GMT+8 <a href=https://investorplace.com/2021/07/sofi-stock-expect-continued-underwhelming-performance/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The odds of a rapid rebound for fintech play SOFI stock appear dim.\n\nAsSoFiTechnologies(NASDAQ:SOFI) stock falls back to around $15 per share, is now the time to buy? Not really. Over a long enough ...</p>\n\n<a href=\"https://investorplace.com/2021/07/sofi-stock-expect-continued-underwhelming-performance/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SOFI":"SoFi Technologies Inc."},"source_url":"https://investorplace.com/2021/07/sofi-stock-expect-continued-underwhelming-performance/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147877145","content_text":"The odds of a rapid rebound for fintech play SOFI stock appear dim.\n\nAsSoFiTechnologies(NASDAQ:SOFI) stock falls back to around $15 per share, is now the time to buy? Not really. Over a long enough timeframe, entering a position in the fintech company’s shares right now could end up being a highly profitable move.\nAssuming of course, that it becomes the nextPayPal(NASDAQ:PYPL) orSquare(NYSE:SQ). Even so, that doesn’t mean there’s an urgent need to rush out and buy it today. More likely than not, the stock will deliver underwhelming returns in the months ahead.\nWhy? The negative factors that have been weighing down on growth stocks. First, the risk that a hike in interest rates will result in avaluation contraction for richly priced namessuch as this one. Second, slowing economic growth could be another risk for shares. If today’s booming economy takes a breather, it may be tough for SoFi to deliver the blockbuster quarterly results investors expect from it.\nWith the possibility of it languishing at $15 per share. Or worse yet, falling to $10 per share or less, the best move hasn’t changed in the past month. If you’re still bullish on it? Take your time when it comes to entering a position.\nSOFI Stock and Possible Further Downside\nAfter itsJune 1 deSPACing, SoFi shares seemed primed to make a comeback. Not only that, it seemed like the reputation of Chamath Palihapitiya, the sponsor of this former SPAC (special purpose acquisition company) was making a comeback as well.\nYet, flash-forward around two months, and it seems like things are getting to where they were after last spring’s“SPAC Wipeout.”Investors haven’t shown much interest in Palihapitiya’slatest SPAC venture has been met with a yawn. Shares in his higher-profile holdings, like SOFI stock, along withClover Health(NASDAQ:CLOV) stock have again lost their luster as well.\nSoFi has fallen back once again. But don’t assume it’s bottomed out. Not as much to do with any issues with the company itself. Instead, due to economy-wide factors that may result in it making another move to lower price levels. Again, as I’ve discussed previously, rising interest rates could have a big negative impact on its share price. Even as rising rates will be good for the company’s lending operations, this could be more than countered by valuation contraction.\nGiving things another look, it’s clear there’s another risk factor that could knock down the stock once again. That’s the potential for economic growth to start slowing down.\nHigh Valuation\nSOFI stock may be down big from its all-time high. But at today’s levels, it remains a “priced for perfection” situation. With projections calling for high double-digit growth, and recent results pointing to itbeating guidance, investors continue to have no trouble giving this stock a rich valuation.\nAt $15 per share, shares trade for around 8.4x estimated 2022 revenues. Some, includingInvestorPlace’sLarry Ramer, have questioned whether it makes sense to value this companymore like a tech firm than a bank. I also see this as an area of concern. Yet I don’t expect this factor alone to be what knocks it down to lower prices.\nWhat will? Again, it’s a sooner-than-expected rise in interest rates that could send shares down to even lower prices. But that’s not the only thing that could do so. Even if the Federal Reserve doesn’t turn on a dime, and shift from dovish to hawkish monetary policy, SOFI stock could find itself in trouble. How? If it starts delivering disappointing quarterly results.\nSure, this may not happen in the immediate future. Yet, the above-average economic growth seen during the pandemic recovery/reopeningcould be running out of gas. If the economy starts to slow? It may get tougher for SoFi to live up to the high expectations currently priced into shares. Along with the valuation contraction risk, this is something else that could it down before it starts to rally once again.\nNo Rush to Dive in at Today’s Prices\nNow may seem like an opportune time to scoop up SoFi shares on the cheap. But after selling off again, I wouldn’t expect any sort of rapid recovery. Just like a few weeks back, the risk of valuation contraction runs high. As more comes out of today’s still-booming economy could be set to slow down? The risk of underwhelming results in future quarters is starting to loom as well.\nSo, with more negatives than positives, SOFI stock is likely to either going to trade sideways in the short term or worse, head down to lower prices. With this in mind, even investors who believe it’s a long-term winner shouldn’t hastily dive into it.","news_type":1,"symbols_score_info":{"SOFI":0.9}},"isVote":1,"tweetType":1,"viewCount":452,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":148725243,"gmtCreate":1626020406782,"gmtModify":1631886255573,"author":{"id":"3586434896339890","authorId":"3586434896339890","name":"Nkx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586434896339890","authorIdStr":"3586434896339890"},"themes":[],"htmlText":"Like ","listText":"Like ","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/148725243","repostId":"1184476863","repostType":4,"repost":{"id":"1184476863","kind":"news","pubTimestamp":1625967744,"share":"https://www.laohu8.com/m/news/1184476863?lang=&edition=full","pubTime":"2021-07-11 09:42","market":"us","language":"en","title":"XPeng: Leader Of Chinese Vehicle Electrification Efforts","url":"https://stock-news.laohu8.com/highlight/detail?id=1184476863","media":"seekingalpha","summary":"Summary\n\nThe aggressive growth of deliveries should help XPeng to continue to improve its top-line p","content":"<p><b>Summary</b></p>\n<ul>\n <li>The aggressive growth of deliveries should help XPeng to continue to improve its top-line performance and expand its foothold in the Chinese EV market in the following quarters.</li>\n <li>By being one of the most technologically advanced electric vehicle companies in China, XPeng has all the chances to become one of the first automakers to reach Level 5 automation.</li>\n <li>We continue to believe that XPeng is a solid growth play and if you’re a momentum investor, then now is a good time to purchase its shares.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/19ebea80a575c2b5a2b022a046308936\" tg-width=\"1536\" tg-height=\"1024\"><span>Robert Way/iStock Editorial via Getty Images</span></p>\n<p>The aggressive growth of deliveries should help XPeng (XPEV) to continue to improve its top-line performance and expand its foothold in the Chinese EV market in the following quarters. In addition, by being one of the most technologically advanced electric vehicle companies in China, XPeng also has all the chances to become one of the first automakers to reach Level 5 automation in the following years. Considering this, we continue to believe that XPeng is a solid growth play and if you're a momentum investor, then now is a good time to purchase its shares.</p>\n<p><b>Firing On All Cylinders</b></p>\n<p>XPeng is one of the biggest EV manufacturers in China. Currently, it produces an SUV that goes under the name G3 and a sedan that's called P7. In addition, the company plans to release an upgraded version of its SUV called G3i in September and a new family-friendly sedan P5 by the end of the year. Overall, XPeng's stock showed decent results in recent months, as it has outperformed the S&P 500 Index for most of the last year, and is currently up ~5% since our latest article about its business was published in June.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/51f7c530182ce2c7abde426fcff7f474\" tg-width=\"1280\" tg-height=\"443\"><span>Chart: Seeking Alpha</span></p>\n<p>One of the biggest achievements of XPeng is that it has managed to successfully navigate through the initial stages of the chip shortage crisis and made a lot of progress on improving its deliveries. The latestdatasuggests that there's still a strong demand for its offerings among tech-savvy Chinese consumers, as in June alone the company delivered a record 6,565 vehicles, an increase of 617% Y/Y. In addition, its Q2 deliveries were 17,398, up 439% Y/Y, while its 1H deliveries were 30,738 vehicles, up 459% Y/Y. Another good news is that the company's Q2 deliveries beat its projections of 15,500 - 16,000 units despite the pandemic and there's every reason to believe that the momentum is very likely to hold until the end of the year at the very least.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0479a72617e0ff9759beb7f820fc0494\" tg-width=\"925\" tg-height=\"445\"><span>Source:InsideEVs</span></p>\n<p>The biggest advantage of XPeng is that it operates in China, which is considered to be the biggest EV market in the world. Thanks to it, XPeng doesn't need to outsource its manufacturing or sales to other countries as it has a huge local market to sell to back at home. What's more important is that it also has strong governmental support, as some of its manufacturing facilities that are currently being built were co-financed by Chinese local governments. By receiving such help, XPeng is now on track to complete its third manufacturing facility in Wuhan, which will help it to reach an annual capacity of at least 300,000 vehicles. For comparison, Tesla (TSLA) in 2020 sold only 137,000 Model 3s in China. Therefore, an increase of the capacity to such substantial numbers signals that XPeng is ready to tackle the competition and increase its traction across the mainland going forward.</p>\n<p>Another important fact is that XPeng is more technologically advanced in China than Tesla and others. Almost half of its R&D workforce works on autonomous driving software, and as a result, the company has managed to develop one of the most advanced navigation systems, which should help it to become one of the first to reach Level 5 automation in the following years. On top of that, over 5 million kilometers were alreadydrivenwith the help of the navigation system since its launch earlier this year, and the latest version of the software can now automaticallyparkthe car in garages without human help if it remembers the spot in which the vehicle was parked before.</p>\n<p><b>Risks</b></p>\n<p>As for the risks, we see a couple of them. First of all, XPengtradesat a price-to-sales ratio of ~16x and could be considered richly valued at its current market cap of around $37 billion. For that reason, it's not a good investment for long-term value shareholders, and for those who don't want to expose their portfolios to Chinese assets.</p>\n<p>In addition, there's a risk that the start of the potential China-US trade war could prevent XPeng from accessing the US capital markets, as its current shares could be delisted. To tackle this issue, the company just recentlyraisednearly $2 billion by executing another IPO on the Hong Kong stock exchange with a double main listing structure. This will help the company not only to have an access to the major capital market, but it will also give the Chinese mainland investors the ability to buy the stock through the Hong Kong Stock Connect, which should boost XPeng's valuation in the near future. On top of that, since XPeng's business doesn't have major exposure to outside markets, the blowback from the potential trade war will be minimal.</p>\n<p><b>Takeaway</b></p>\n<p>Despite those risks, we should not forget that China is on track to significantly decrease its carbon footprint in the next four decades. Therefore, it's safe to assume that the penetration rate of electric vehicles on Chinese roads is only going to increase in the following decades. As a result, we believe that there's plenty of room for XPeng to drive growth at this stage, and considering its great performance in Q2, we also believe that it has all the chances to become one of the biggest EV manufacturers in the region.</p>\n<p>The latest forecast suggests that XPeng could increase its revenues by 364% from $0.9 million in FY20 to $4.18 billion in FY22, while its EPS loss is also expected todecreasefrom -$0.33 in Q2'21 to only -$0.06 in Q3 and Q4. On top of that, the companyhad$5.12 billion in cash at the end of Q1, only $497 million in long-term debt, and thanks to the recent Honk Kong offering its liquidity position is already around $7 billion. As a result, XPeng doesn't have an overleveraged balance sheet, and thanks to the influx of new cash it's very unlikely that it'll be required to raise new debt or dilute its shareholders by offering new shares to fund its expansion. Therefore, we believe that its stock could be considered a growth play, especially since it has beenaddedto FTSE's indexes recently, which should help it to attract more attention from institutional investors.</p>\n<p>With all of this in mind, we also think that right now is a good entry point to purchase the company's shares, as the likely increase in deliveries and capacity along with the launch of the upcoming P5 sedan in the following months could push its stock to higher levels. For that reason, we have no plans to cover our long position in XPeng anytime soon.</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>XPeng: Leader Of Chinese Vehicle Electrification Efforts</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\">\nXPeng: Leader Of Chinese Vehicle Electrification Efforts\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-11 09:42 GMT+8 <a href=https://seekingalpha.com/article/4438413-xpeng-leader-of-chinese-vehicle-electrification-efforts><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nThe aggressive growth of deliveries should help XPeng to continue to improve its top-line performance and expand its foothold in the Chinese EV market in the following quarters.\nBy being one ...</p>\n\n<a href=\"https://seekingalpha.com/article/4438413-xpeng-leader-of-chinese-vehicle-electrification-efforts\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XPEV":"小鹏汽车","09868":"小鹏汽车-W"},"source_url":"https://seekingalpha.com/article/4438413-xpeng-leader-of-chinese-vehicle-electrification-efforts","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184476863","content_text":"Summary\n\nThe aggressive growth of deliveries should help XPeng to continue to improve its top-line performance and expand its foothold in the Chinese EV market in the following quarters.\nBy being one of the most technologically advanced electric vehicle companies in China, XPeng has all the chances to become one of the first automakers to reach Level 5 automation.\nWe continue to believe that XPeng is a solid growth play and if you’re a momentum investor, then now is a good time to purchase its shares.\n\nRobert Way/iStock Editorial via Getty Images\nThe aggressive growth of deliveries should help XPeng (XPEV) to continue to improve its top-line performance and expand its foothold in the Chinese EV market in the following quarters. In addition, by being one of the most technologically advanced electric vehicle companies in China, XPeng also has all the chances to become one of the first automakers to reach Level 5 automation in the following years. Considering this, we continue to believe that XPeng is a solid growth play and if you're a momentum investor, then now is a good time to purchase its shares.\nFiring On All Cylinders\nXPeng is one of the biggest EV manufacturers in China. Currently, it produces an SUV that goes under the name G3 and a sedan that's called P7. In addition, the company plans to release an upgraded version of its SUV called G3i in September and a new family-friendly sedan P5 by the end of the year. Overall, XPeng's stock showed decent results in recent months, as it has outperformed the S&P 500 Index for most of the last year, and is currently up ~5% since our latest article about its business was published in June.\nChart: Seeking Alpha\nOne of the biggest achievements of XPeng is that it has managed to successfully navigate through the initial stages of the chip shortage crisis and made a lot of progress on improving its deliveries. The latestdatasuggests that there's still a strong demand for its offerings among tech-savvy Chinese consumers, as in June alone the company delivered a record 6,565 vehicles, an increase of 617% Y/Y. In addition, its Q2 deliveries were 17,398, up 439% Y/Y, while its 1H deliveries were 30,738 vehicles, up 459% Y/Y. Another good news is that the company's Q2 deliveries beat its projections of 15,500 - 16,000 units despite the pandemic and there's every reason to believe that the momentum is very likely to hold until the end of the year at the very least.\nSource:InsideEVs\nThe biggest advantage of XPeng is that it operates in China, which is considered to be the biggest EV market in the world. Thanks to it, XPeng doesn't need to outsource its manufacturing or sales to other countries as it has a huge local market to sell to back at home. What's more important is that it also has strong governmental support, as some of its manufacturing facilities that are currently being built were co-financed by Chinese local governments. By receiving such help, XPeng is now on track to complete its third manufacturing facility in Wuhan, which will help it to reach an annual capacity of at least 300,000 vehicles. For comparison, Tesla (TSLA) in 2020 sold only 137,000 Model 3s in China. Therefore, an increase of the capacity to such substantial numbers signals that XPeng is ready to tackle the competition and increase its traction across the mainland going forward.\nAnother important fact is that XPeng is more technologically advanced in China than Tesla and others. Almost half of its R&D workforce works on autonomous driving software, and as a result, the company has managed to develop one of the most advanced navigation systems, which should help it to become one of the first to reach Level 5 automation in the following years. On top of that, over 5 million kilometers were alreadydrivenwith the help of the navigation system since its launch earlier this year, and the latest version of the software can now automaticallyparkthe car in garages without human help if it remembers the spot in which the vehicle was parked before.\nRisks\nAs for the risks, we see a couple of them. First of all, XPengtradesat a price-to-sales ratio of ~16x and could be considered richly valued at its current market cap of around $37 billion. For that reason, it's not a good investment for long-term value shareholders, and for those who don't want to expose their portfolios to Chinese assets.\nIn addition, there's a risk that the start of the potential China-US trade war could prevent XPeng from accessing the US capital markets, as its current shares could be delisted. To tackle this issue, the company just recentlyraisednearly $2 billion by executing another IPO on the Hong Kong stock exchange with a double main listing structure. This will help the company not only to have an access to the major capital market, but it will also give the Chinese mainland investors the ability to buy the stock through the Hong Kong Stock Connect, which should boost XPeng's valuation in the near future. On top of that, since XPeng's business doesn't have major exposure to outside markets, the blowback from the potential trade war will be minimal.\nTakeaway\nDespite those risks, we should not forget that China is on track to significantly decrease its carbon footprint in the next four decades. Therefore, it's safe to assume that the penetration rate of electric vehicles on Chinese roads is only going to increase in the following decades. As a result, we believe that there's plenty of room for XPeng to drive growth at this stage, and considering its great performance in Q2, we also believe that it has all the chances to become one of the biggest EV manufacturers in the region.\nThe latest forecast suggests that XPeng could increase its revenues by 364% from $0.9 million in FY20 to $4.18 billion in FY22, while its EPS loss is also expected todecreasefrom -$0.33 in Q2'21 to only -$0.06 in Q3 and Q4. On top of that, the companyhad$5.12 billion in cash at the end of Q1, only $497 million in long-term debt, and thanks to the recent Honk Kong offering its liquidity position is already around $7 billion. As a result, XPeng doesn't have an overleveraged balance sheet, and thanks to the influx of new cash it's very unlikely that it'll be required to raise new debt or dilute its shareholders by offering new shares to fund its expansion. Therefore, we believe that its stock could be considered a growth play, especially since it has beenaddedto FTSE's indexes recently, which should help it to attract more attention from institutional investors.\nWith all of this in mind, we also think that right now is a good entry point to purchase the company's shares, as the likely increase in deliveries and capacity along with the launch of the upcoming P5 sedan in the following months could push its stock to higher levels. For that reason, we have no plans to cover our long position in XPeng anytime soon.","news_type":1,"symbols_score_info":{"09868":0.9,"XPEV":0.9}},"isVote":1,"tweetType":1,"viewCount":252,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":148327302,"gmtCreate":1625934085406,"gmtModify":1631886255582,"author":{"id":"3586434896339890","authorId":"3586434896339890","name":"Nkx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586434896339890","authorIdStr":"3586434896339890"},"themes":[],"htmlText":"Remarks ","listText":"Remarks ","text":"Remarks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/148327302","repostId":"2150370120","repostType":4,"isVote":1,"tweetType":1,"viewCount":351,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":636967016,"gmtCreate":1645630956289,"gmtModify":1645630956289,"author":{"id":"3586434896339890","authorId":"3586434896339890","name":"Nkx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586434896339890","authorIdStr":"3586434896339890"},"themes":[],"htmlText":"read","listText":"read","text":"read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":23,"repostSize":0,"link":"https://laohu8.com/post/636967016","repostId":"2213984922","repostType":4,"isVote":1,"tweetType":1,"viewCount":1472,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":833862562,"gmtCreate":1629216864756,"gmtModify":1631886255512,"author":{"id":"3586434896339890","authorId":"3586434896339890","name":"Nkx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586434896339890","authorIdStr":"3586434896339890"},"themes":[],"htmlText":"Like ","listText":"Like ","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":15,"repostSize":0,"link":"https://laohu8.com/post/833862562","repostId":"1115558959","repostType":4,"isVote":1,"tweetType":1,"viewCount":1809,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":897201793,"gmtCreate":1628918266012,"gmtModify":1631886255527,"author":{"id":"3586434896339890","authorId":"3586434896339890","name":"Nkx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586434896339890","authorIdStr":"3586434896339890"},"themes":[],"htmlText":"Comment for coins ","listText":"Comment for coins ","text":"Comment for coins","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/897201793","repostId":"1167599158","repostType":4,"isVote":1,"tweetType":1,"viewCount":1204,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":835464081,"gmtCreate":1629732879943,"gmtModify":1631886255475,"author":{"id":"3586434896339890","authorId":"3586434896339890","name":"Nkx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586434896339890","authorIdStr":"3586434896339890"},"themes":[],"htmlText":"Buy or not? ","listText":"Buy or not? ","text":"Buy or not?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/835464081","repostId":"1179203616","repostType":4,"repost":{"id":"1179203616","kind":"news","pubTimestamp":1629732335,"share":"https://www.laohu8.com/m/news/1179203616?lang=&edition=full","pubTime":"2021-08-23 23:25","market":"us","language":"en","title":"Palantir Is an Enigma. The Opportunity in Its Stock Is Far More Clear.","url":"https://stock-news.laohu8.com/highlight/detail?id=1179203616","media":"Barrons","summary":"Palantir Technologies is one of the world’s quirkiest tech companies, and last week the story got we","content":"<p>Palantir Technologies is one of the world’s quirkiest tech companies, and last week the story got weirder than ever. But beneath the surface, there’s an oddly compelling case for the business and the stock.</p>\n<p>Palantir (ticker: PLTR) provides data analytics software to both commercial and government clients. The 18-year-old company has two primary platforms—Gotham, for government applications, and Foundry, for commercial customers. Palantir has a long history of serving U.S. military and intelligence agencies, but lately it’s been building out its sales team to bulk up its commercial business. That plan seems to be getting traction.</p>\n<p>Palantir went public in a direct listing last September, with the stock opening at $10. It’s since taken shareholders on a wild ride, trading as high as $45 earlier this year. It’s now around $25, still up 150% from listing day.</p>\n<p>In its recently reported June quarter, Palantir posted revenue of $376 million, up 49% from the year-earlier level. The company got a big boost from its U.S. commercial business, which grew 90%. Palantir sees September quarter revenue inching up to $385 million, and it continues to forecast annual top-line growth of 30%-plus through 2025.</p>\n<p>But the core story gets lost in the noise—Palantir seems to thrive on controversy. Almost everything it does is outside the box. Before last year’s stock listing, Palantir quietly moved its headquarters to Denver from Palo Alto. The reasoning boils down to politics.</p>\n<p>“When we started the company in 2004, the idea was to bring world-class software to our intelligence and military communities,” Palantir CEO Alex Karp told me in a June interview. “Numerous companies in Silicon Valley have refused either overtly, tacitly, or by dragging their feet, to work with the U.S. government. … I believe in general there’s a choice to be made in the world, and America has serious, rigorous, intelligent, and sometimes ruthless adversaries.”</p>\n<p>Palantir has also been doing unusual things with the $2.4 billion in cash on its balance sheet. The company is aggressively investing in PIPEs, or private investments in public equities, which are used in almost every SPAC merger to increase the capital raised. Palantir has committed $310 million across more than a dozen SPACs, or special purpose acquisition companies, according to its latest SEC filing. It’s completed $33 million of equity investments across three other companies.</p>\n<p></p>\n<p>The most recent tranche includes $20 million for Fast Radius, which offers a “cloud manufacturing platform;” $15 million for Tritium, a developer of electric vehicle chargers; $15 million for AdTheorent, which sells advertising software driven by machine learning; and $10 million for FinAccel, an Asian financial-services company.</p>\n<p>All the targets have signed up to be Palantir customers. As of June 30, Palantir said it had commercial contracts with its SPAC portfolio companies with a potential value of $428 million; the revenue contribution in the latest quarter was just $3 million, or less than 1% of the total.</p>\n<p>SPACs are a highly speculative place for a public company to be parking its cash. But I’d argue that Palantir’s decision to provide capital to new customers isn’t so different from offering vendor debt financing for hardware purchases—as IBM(IBM) and HP Enterprise (HPE) do—or from running robust venture capital programs, as do Intel(INTC) and Salesforce.com(CRM).</p>\n<p>Even so, it makes some analysts squeamish. “While we don’t oppose thinking outside the box, we think the strategy may have been taken too far, particularly with software contracts that appear to be negotiated alongside an investment by Palantir in the same customer,” Citi’s Tyler Radke wrote in a recent research note.</p>\n<p>The outside-the-box strategy goes beyond SPACs. This past week, Palantir disclosed that it had purchased $50.7 million worth of 100-ounce gold bars—a pretty strange move, even for Palantir. I ran a text search in the SEC’s database looking for references to gold bars, and found only references to other gold companies. The move makes Tesla’s(TSLA) Bitcoin purchases seem mundane.</p>\n<p>The fact that Palantir decided to buy physical gold, rather than, say, the SPDR Gold Shares ETF (GLD), makes it odder still. Palatnir ends up looking like the corporate equivalent of a doomsday prepper. I tried to follow-up with Karp to ask about the sudden interest in gold, but Palantir declined to make him available.</p>\n<p>One analyst who follows the company told me that the SPAC program and the foray into gold make Palantir a hard sell for institutional investors. You can see that in the shareholder base. Institutions hold only 25% of Palantir shares—compared with Oracle’s(ORCL) 46%,Snowflake’s(SNOW) 58%, and Microsoft’s(MSFT) 71%.</p>\n<p>But the same analyst is still bullish on Palantir and says it offers “a very interesting set of solutions to buyers that require scale and sophistication.”</p>\n<p>Palantir has a fanatical following among individual investors, and the company is playing to its fans. During its June-quarter earnings call, Palantir took nine questions from retail investors and just four from analysts.</p>\n<p>On traditional metrics, Palantir isn’t cheap. The stock trades for 25 times estimated 2022 sales. But strip away the craziness, and Palantir looks like the single best bet on the future of complex data analytics. There aren’t many other ways for investors to play the opportunity—and the world isn’t getting any simpler or less dangerous.</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>Palantir Is an Enigma. The Opportunity in Its Stock Is Far More Clear.</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\">\nPalantir Is an Enigma. The Opportunity in Its Stock Is Far More Clear.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-23 23:25 GMT+8 <a href=https://www.barrons.com/articles/palantir-stock-spacs-gold-51629497963?mod=hp_LEADSUPP_3><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Palantir Technologies is one of the world’s quirkiest tech companies, and last week the story got weirder than ever. But beneath the surface, there’s an oddly compelling case for the business and the ...</p>\n\n<a href=\"https://www.barrons.com/articles/palantir-stock-spacs-gold-51629497963?mod=hp_LEADSUPP_3\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://www.barrons.com/articles/palantir-stock-spacs-gold-51629497963?mod=hp_LEADSUPP_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179203616","content_text":"Palantir Technologies is one of the world’s quirkiest tech companies, and last week the story got weirder than ever. But beneath the surface, there’s an oddly compelling case for the business and the stock.\nPalantir (ticker: PLTR) provides data analytics software to both commercial and government clients. The 18-year-old company has two primary platforms—Gotham, for government applications, and Foundry, for commercial customers. Palantir has a long history of serving U.S. military and intelligence agencies, but lately it’s been building out its sales team to bulk up its commercial business. That plan seems to be getting traction.\nPalantir went public in a direct listing last September, with the stock opening at $10. It’s since taken shareholders on a wild ride, trading as high as $45 earlier this year. It’s now around $25, still up 150% from listing day.\nIn its recently reported June quarter, Palantir posted revenue of $376 million, up 49% from the year-earlier level. The company got a big boost from its U.S. commercial business, which grew 90%. Palantir sees September quarter revenue inching up to $385 million, and it continues to forecast annual top-line growth of 30%-plus through 2025.\nBut the core story gets lost in the noise—Palantir seems to thrive on controversy. Almost everything it does is outside the box. Before last year’s stock listing, Palantir quietly moved its headquarters to Denver from Palo Alto. The reasoning boils down to politics.\n“When we started the company in 2004, the idea was to bring world-class software to our intelligence and military communities,” Palantir CEO Alex Karp told me in a June interview. “Numerous companies in Silicon Valley have refused either overtly, tacitly, or by dragging their feet, to work with the U.S. government. … I believe in general there’s a choice to be made in the world, and America has serious, rigorous, intelligent, and sometimes ruthless adversaries.”\nPalantir has also been doing unusual things with the $2.4 billion in cash on its balance sheet. The company is aggressively investing in PIPEs, or private investments in public equities, which are used in almost every SPAC merger to increase the capital raised. Palantir has committed $310 million across more than a dozen SPACs, or special purpose acquisition companies, according to its latest SEC filing. It’s completed $33 million of equity investments across three other companies.\n\nThe most recent tranche includes $20 million for Fast Radius, which offers a “cloud manufacturing platform;” $15 million for Tritium, a developer of electric vehicle chargers; $15 million for AdTheorent, which sells advertising software driven by machine learning; and $10 million for FinAccel, an Asian financial-services company.\nAll the targets have signed up to be Palantir customers. As of June 30, Palantir said it had commercial contracts with its SPAC portfolio companies with a potential value of $428 million; the revenue contribution in the latest quarter was just $3 million, or less than 1% of the total.\nSPACs are a highly speculative place for a public company to be parking its cash. But I’d argue that Palantir’s decision to provide capital to new customers isn’t so different from offering vendor debt financing for hardware purchases—as IBM(IBM) and HP Enterprise (HPE) do—or from running robust venture capital programs, as do Intel(INTC) and Salesforce.com(CRM).\nEven so, it makes some analysts squeamish. “While we don’t oppose thinking outside the box, we think the strategy may have been taken too far, particularly with software contracts that appear to be negotiated alongside an investment by Palantir in the same customer,” Citi’s Tyler Radke wrote in a recent research note.\nThe outside-the-box strategy goes beyond SPACs. This past week, Palantir disclosed that it had purchased $50.7 million worth of 100-ounce gold bars—a pretty strange move, even for Palantir. I ran a text search in the SEC’s database looking for references to gold bars, and found only references to other gold companies. The move makes Tesla’s(TSLA) Bitcoin purchases seem mundane.\nThe fact that Palantir decided to buy physical gold, rather than, say, the SPDR Gold Shares ETF (GLD), makes it odder still. Palatnir ends up looking like the corporate equivalent of a doomsday prepper. I tried to follow-up with Karp to ask about the sudden interest in gold, but Palantir declined to make him available.\nOne analyst who follows the company told me that the SPAC program and the foray into gold make Palantir a hard sell for institutional investors. You can see that in the shareholder base. Institutions hold only 25% of Palantir shares—compared with Oracle’s(ORCL) 46%,Snowflake’s(SNOW) 58%, and Microsoft’s(MSFT) 71%.\nBut the same analyst is still bullish on Palantir and says it offers “a very interesting set of solutions to buyers that require scale and sophistication.”\nPalantir has a fanatical following among individual investors, and the company is playing to its fans. During its June-quarter earnings call, Palantir took nine questions from retail investors and just four from analysts.\nOn traditional metrics, Palantir isn’t cheap. The stock trades for 25 times estimated 2022 sales. But strip away the craziness, and Palantir looks like the single best bet on the future of complex data analytics. There aren’t many other ways for investors to play the opportunity—and the world isn’t getting any simpler or less dangerous.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":859,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":692728147,"gmtCreate":1641223972069,"gmtModify":1641223972069,"author":{"id":"3586434896339890","authorId":"3586434896339890","name":"Nkx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586434896339890","authorIdStr":"3586434896339890"},"themes":[],"htmlText":"Read ","listText":"Read ","text":"Read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/692728147","repostId":"2200424255","repostType":4,"isVote":1,"tweetType":1,"viewCount":2024,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":148327302,"gmtCreate":1625934085406,"gmtModify":1631886255582,"author":{"id":"3586434896339890","authorId":"3586434896339890","name":"Nkx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586434896339890","authorIdStr":"3586434896339890"},"themes":[],"htmlText":"Remarks ","listText":"Remarks ","text":"Remarks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/148327302","repostId":"2150370120","repostType":4,"isVote":1,"tweetType":1,"viewCount":351,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":148725243,"gmtCreate":1626020406782,"gmtModify":1631886255573,"author":{"id":"3586434896339890","authorId":"3586434896339890","name":"Nkx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586434896339890","authorIdStr":"3586434896339890"},"themes":[],"htmlText":"Like ","listText":"Like ","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/148725243","repostId":"1184476863","repostType":4,"repost":{"id":"1184476863","kind":"news","pubTimestamp":1625967744,"share":"https://www.laohu8.com/m/news/1184476863?lang=&edition=full","pubTime":"2021-07-11 09:42","market":"us","language":"en","title":"XPeng: Leader Of Chinese Vehicle Electrification Efforts","url":"https://stock-news.laohu8.com/highlight/detail?id=1184476863","media":"seekingalpha","summary":"Summary\n\nThe aggressive growth of deliveries should help XPeng to continue to improve its top-line p","content":"<p><b>Summary</b></p>\n<ul>\n <li>The aggressive growth of deliveries should help XPeng to continue to improve its top-line performance and expand its foothold in the Chinese EV market in the following quarters.</li>\n <li>By being one of the most technologically advanced electric vehicle companies in China, XPeng has all the chances to become one of the first automakers to reach Level 5 automation.</li>\n <li>We continue to believe that XPeng is a solid growth play and if you’re a momentum investor, then now is a good time to purchase its shares.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/19ebea80a575c2b5a2b022a046308936\" tg-width=\"1536\" tg-height=\"1024\"><span>Robert Way/iStock Editorial via Getty Images</span></p>\n<p>The aggressive growth of deliveries should help XPeng (XPEV) to continue to improve its top-line performance and expand its foothold in the Chinese EV market in the following quarters. In addition, by being one of the most technologically advanced electric vehicle companies in China, XPeng also has all the chances to become one of the first automakers to reach Level 5 automation in the following years. Considering this, we continue to believe that XPeng is a solid growth play and if you're a momentum investor, then now is a good time to purchase its shares.</p>\n<p><b>Firing On All Cylinders</b></p>\n<p>XPeng is one of the biggest EV manufacturers in China. Currently, it produces an SUV that goes under the name G3 and a sedan that's called P7. In addition, the company plans to release an upgraded version of its SUV called G3i in September and a new family-friendly sedan P5 by the end of the year. Overall, XPeng's stock showed decent results in recent months, as it has outperformed the S&P 500 Index for most of the last year, and is currently up ~5% since our latest article about its business was published in June.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/51f7c530182ce2c7abde426fcff7f474\" tg-width=\"1280\" tg-height=\"443\"><span>Chart: Seeking Alpha</span></p>\n<p>One of the biggest achievements of XPeng is that it has managed to successfully navigate through the initial stages of the chip shortage crisis and made a lot of progress on improving its deliveries. The latestdatasuggests that there's still a strong demand for its offerings among tech-savvy Chinese consumers, as in June alone the company delivered a record 6,565 vehicles, an increase of 617% Y/Y. In addition, its Q2 deliveries were 17,398, up 439% Y/Y, while its 1H deliveries were 30,738 vehicles, up 459% Y/Y. Another good news is that the company's Q2 deliveries beat its projections of 15,500 - 16,000 units despite the pandemic and there's every reason to believe that the momentum is very likely to hold until the end of the year at the very least.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0479a72617e0ff9759beb7f820fc0494\" tg-width=\"925\" tg-height=\"445\"><span>Source:InsideEVs</span></p>\n<p>The biggest advantage of XPeng is that it operates in China, which is considered to be the biggest EV market in the world. Thanks to it, XPeng doesn't need to outsource its manufacturing or sales to other countries as it has a huge local market to sell to back at home. What's more important is that it also has strong governmental support, as some of its manufacturing facilities that are currently being built were co-financed by Chinese local governments. By receiving such help, XPeng is now on track to complete its third manufacturing facility in Wuhan, which will help it to reach an annual capacity of at least 300,000 vehicles. For comparison, Tesla (TSLA) in 2020 sold only 137,000 Model 3s in China. Therefore, an increase of the capacity to such substantial numbers signals that XPeng is ready to tackle the competition and increase its traction across the mainland going forward.</p>\n<p>Another important fact is that XPeng is more technologically advanced in China than Tesla and others. Almost half of its R&D workforce works on autonomous driving software, and as a result, the company has managed to develop one of the most advanced navigation systems, which should help it to become one of the first to reach Level 5 automation in the following years. On top of that, over 5 million kilometers were alreadydrivenwith the help of the navigation system since its launch earlier this year, and the latest version of the software can now automaticallyparkthe car in garages without human help if it remembers the spot in which the vehicle was parked before.</p>\n<p><b>Risks</b></p>\n<p>As for the risks, we see a couple of them. First of all, XPengtradesat a price-to-sales ratio of ~16x and could be considered richly valued at its current market cap of around $37 billion. For that reason, it's not a good investment for long-term value shareholders, and for those who don't want to expose their portfolios to Chinese assets.</p>\n<p>In addition, there's a risk that the start of the potential China-US trade war could prevent XPeng from accessing the US capital markets, as its current shares could be delisted. To tackle this issue, the company just recentlyraisednearly $2 billion by executing another IPO on the Hong Kong stock exchange with a double main listing structure. This will help the company not only to have an access to the major capital market, but it will also give the Chinese mainland investors the ability to buy the stock through the Hong Kong Stock Connect, which should boost XPeng's valuation in the near future. On top of that, since XPeng's business doesn't have major exposure to outside markets, the blowback from the potential trade war will be minimal.</p>\n<p><b>Takeaway</b></p>\n<p>Despite those risks, we should not forget that China is on track to significantly decrease its carbon footprint in the next four decades. Therefore, it's safe to assume that the penetration rate of electric vehicles on Chinese roads is only going to increase in the following decades. As a result, we believe that there's plenty of room for XPeng to drive growth at this stage, and considering its great performance in Q2, we also believe that it has all the chances to become one of the biggest EV manufacturers in the region.</p>\n<p>The latest forecast suggests that XPeng could increase its revenues by 364% from $0.9 million in FY20 to $4.18 billion in FY22, while its EPS loss is also expected todecreasefrom -$0.33 in Q2'21 to only -$0.06 in Q3 and Q4. On top of that, the companyhad$5.12 billion in cash at the end of Q1, only $497 million in long-term debt, and thanks to the recent Honk Kong offering its liquidity position is already around $7 billion. As a result, XPeng doesn't have an overleveraged balance sheet, and thanks to the influx of new cash it's very unlikely that it'll be required to raise new debt or dilute its shareholders by offering new shares to fund its expansion. Therefore, we believe that its stock could be considered a growth play, especially since it has beenaddedto FTSE's indexes recently, which should help it to attract more attention from institutional investors.</p>\n<p>With all of this in mind, we also think that right now is a good entry point to purchase the company's shares, as the likely increase in deliveries and capacity along with the launch of the upcoming P5 sedan in the following months could push its stock to higher levels. For that reason, we have no plans to cover our long position in XPeng anytime soon.</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>XPeng: Leader Of Chinese Vehicle Electrification Efforts</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\">\nXPeng: Leader Of Chinese Vehicle Electrification Efforts\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-11 09:42 GMT+8 <a href=https://seekingalpha.com/article/4438413-xpeng-leader-of-chinese-vehicle-electrification-efforts><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nThe aggressive growth of deliveries should help XPeng to continue to improve its top-line performance and expand its foothold in the Chinese EV market in the following quarters.\nBy being one ...</p>\n\n<a href=\"https://seekingalpha.com/article/4438413-xpeng-leader-of-chinese-vehicle-electrification-efforts\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XPEV":"小鹏汽车","09868":"小鹏汽车-W"},"source_url":"https://seekingalpha.com/article/4438413-xpeng-leader-of-chinese-vehicle-electrification-efforts","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184476863","content_text":"Summary\n\nThe aggressive growth of deliveries should help XPeng to continue to improve its top-line performance and expand its foothold in the Chinese EV market in the following quarters.\nBy being one of the most technologically advanced electric vehicle companies in China, XPeng has all the chances to become one of the first automakers to reach Level 5 automation.\nWe continue to believe that XPeng is a solid growth play and if you’re a momentum investor, then now is a good time to purchase its shares.\n\nRobert Way/iStock Editorial via Getty Images\nThe aggressive growth of deliveries should help XPeng (XPEV) to continue to improve its top-line performance and expand its foothold in the Chinese EV market in the following quarters. In addition, by being one of the most technologically advanced electric vehicle companies in China, XPeng also has all the chances to become one of the first automakers to reach Level 5 automation in the following years. Considering this, we continue to believe that XPeng is a solid growth play and if you're a momentum investor, then now is a good time to purchase its shares.\nFiring On All Cylinders\nXPeng is one of the biggest EV manufacturers in China. Currently, it produces an SUV that goes under the name G3 and a sedan that's called P7. In addition, the company plans to release an upgraded version of its SUV called G3i in September and a new family-friendly sedan P5 by the end of the year. Overall, XPeng's stock showed decent results in recent months, as it has outperformed the S&P 500 Index for most of the last year, and is currently up ~5% since our latest article about its business was published in June.\nChart: Seeking Alpha\nOne of the biggest achievements of XPeng is that it has managed to successfully navigate through the initial stages of the chip shortage crisis and made a lot of progress on improving its deliveries. The latestdatasuggests that there's still a strong demand for its offerings among tech-savvy Chinese consumers, as in June alone the company delivered a record 6,565 vehicles, an increase of 617% Y/Y. In addition, its Q2 deliveries were 17,398, up 439% Y/Y, while its 1H deliveries were 30,738 vehicles, up 459% Y/Y. Another good news is that the company's Q2 deliveries beat its projections of 15,500 - 16,000 units despite the pandemic and there's every reason to believe that the momentum is very likely to hold until the end of the year at the very least.\nSource:InsideEVs\nThe biggest advantage of XPeng is that it operates in China, which is considered to be the biggest EV market in the world. Thanks to it, XPeng doesn't need to outsource its manufacturing or sales to other countries as it has a huge local market to sell to back at home. What's more important is that it also has strong governmental support, as some of its manufacturing facilities that are currently being built were co-financed by Chinese local governments. By receiving such help, XPeng is now on track to complete its third manufacturing facility in Wuhan, which will help it to reach an annual capacity of at least 300,000 vehicles. For comparison, Tesla (TSLA) in 2020 sold only 137,000 Model 3s in China. Therefore, an increase of the capacity to such substantial numbers signals that XPeng is ready to tackle the competition and increase its traction across the mainland going forward.\nAnother important fact is that XPeng is more technologically advanced in China than Tesla and others. Almost half of its R&D workforce works on autonomous driving software, and as a result, the company has managed to develop one of the most advanced navigation systems, which should help it to become one of the first to reach Level 5 automation in the following years. On top of that, over 5 million kilometers were alreadydrivenwith the help of the navigation system since its launch earlier this year, and the latest version of the software can now automaticallyparkthe car in garages without human help if it remembers the spot in which the vehicle was parked before.\nRisks\nAs for the risks, we see a couple of them. First of all, XPengtradesat a price-to-sales ratio of ~16x and could be considered richly valued at its current market cap of around $37 billion. For that reason, it's not a good investment for long-term value shareholders, and for those who don't want to expose their portfolios to Chinese assets.\nIn addition, there's a risk that the start of the potential China-US trade war could prevent XPeng from accessing the US capital markets, as its current shares could be delisted. To tackle this issue, the company just recentlyraisednearly $2 billion by executing another IPO on the Hong Kong stock exchange with a double main listing structure. This will help the company not only to have an access to the major capital market, but it will also give the Chinese mainland investors the ability to buy the stock through the Hong Kong Stock Connect, which should boost XPeng's valuation in the near future. On top of that, since XPeng's business doesn't have major exposure to outside markets, the blowback from the potential trade war will be minimal.\nTakeaway\nDespite those risks, we should not forget that China is on track to significantly decrease its carbon footprint in the next four decades. Therefore, it's safe to assume that the penetration rate of electric vehicles on Chinese roads is only going to increase in the following decades. As a result, we believe that there's plenty of room for XPeng to drive growth at this stage, and considering its great performance in Q2, we also believe that it has all the chances to become one of the biggest EV manufacturers in the region.\nThe latest forecast suggests that XPeng could increase its revenues by 364% from $0.9 million in FY20 to $4.18 billion in FY22, while its EPS loss is also expected todecreasefrom -$0.33 in Q2'21 to only -$0.06 in Q3 and Q4. On top of that, the companyhad$5.12 billion in cash at the end of Q1, only $497 million in long-term debt, and thanks to the recent Honk Kong offering its liquidity position is already around $7 billion. As a result, XPeng doesn't have an overleveraged balance sheet, and thanks to the influx of new cash it's very unlikely that it'll be required to raise new debt or dilute its shareholders by offering new shares to fund its expansion. Therefore, we believe that its stock could be considered a growth play, especially since it has beenaddedto FTSE's indexes recently, which should help it to attract more attention from institutional investors.\nWith all of this in mind, we also think that right now is a good entry point to purchase the company's shares, as the likely increase in deliveries and capacity along with the launch of the upcoming P5 sedan in the following months could push its stock to higher levels. For that reason, we have no plans to cover our long position in XPeng anytime soon.","news_type":1,"symbols_score_info":{"09868":0.9,"XPEV":0.9}},"isVote":1,"tweetType":1,"viewCount":252,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":836688582,"gmtCreate":1629476004446,"gmtModify":1631886255502,"author":{"id":"3586434896339890","authorId":"3586434896339890","name":"Nkx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586434896339890","authorIdStr":"3586434896339890"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/836688582","repostId":"1176518973","repostType":4,"repost":{"id":"1176518973","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":1629467183,"share":"https://www.laohu8.com/m/news/1176518973?lang=&edition=full","pubTime":"2021-08-20 21:46","market":"other","language":"en","title":"Microsoft jumped over 1% and reached record high","url":"https://stock-news.laohu8.com/highlight/detail?id=1176518973","media":"Tiger Newspress","summary":" $Microsoft$ jumped over 1% and reached record high.Mizuho reiterates Microsoft as buy. Mizuho raised its price target on the stock to $350 from $325 after the company announced price increases for its Microsoft 365 products. The firm said it expects the increase to have a “significant” financial impact on the company.","content":"<p>(Aug 20) <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> jumped over 1% and reached record high.</p>\n<p><b>Mizuho reiterates Microsoft as buy. </b>Mizuho raised its price target on the stock to $350 from $325 after the company announced price increases for its Microsoft 365 products. The firm said it expects the increase to have a “significant” financial impact on the company.</p>\n<p><img src=\"https://static.tigerbbs.com/58d31e4415ba0e93df1ead488d443fc7\" tg-width=\"1087\" tg-height=\"536\" referrerpolicy=\"no-referrer\"></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>Microsoft jumped over 1% and reached record high</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\">\nMicrosoft jumped over 1% and reached record high\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-08-20 21:46</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(Aug 20) <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> jumped over 1% and reached record high.</p>\n<p><b>Mizuho reiterates Microsoft as buy. </b>Mizuho raised its price target on the stock to $350 from $325 after the company announced price increases for its Microsoft 365 products. The firm said it expects the increase to have a “significant” financial impact on the company.</p>\n<p><img src=\"https://static.tigerbbs.com/58d31e4415ba0e93df1ead488d443fc7\" tg-width=\"1087\" tg-height=\"536\" referrerpolicy=\"no-referrer\"></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":"1176518973","content_text":"(Aug 20) Microsoft jumped over 1% and reached record high.\nMizuho reiterates Microsoft as buy. Mizuho raised its price target on the stock to $350 from $325 after the company announced price increases for its Microsoft 365 products. The firm said it expects the increase to have a “significant” financial impact on the company.","news_type":1,"symbols_score_info":{"MSFT":0.9}},"isVote":1,"tweetType":1,"viewCount":1454,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802710437,"gmtCreate":1627805753829,"gmtModify":1631886255561,"author":{"id":"3586434896339890","authorId":"3586434896339890","name":"Nkx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586434896339890","authorIdStr":"3586434896339890"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/802710437","repostId":"1147877145","repostType":4,"repost":{"id":"1147877145","kind":"news","pubTimestamp":1627784916,"share":"https://www.laohu8.com/m/news/1147877145?lang=&edition=full","pubTime":"2021-08-01 10:28","market":"us","language":"en","title":"Expect More Underwhelming Performance for SoFi Shares","url":"https://stock-news.laohu8.com/highlight/detail?id=1147877145","media":"InvestorPlace","summary":"The odds of a rapid rebound for fintech play SOFI stock appear dim.\n\nAsSoFiTechnologies(NASDAQ:SOFI)","content":"<blockquote>\n <b>The odds of a rapid rebound for fintech play SOFI stock appear dim.</b>\n</blockquote>\n<p>As<b>SoFiTechnologies</b>(NASDAQ:<b><u>SOFI</u></b>) stock falls back to around $15 per share, is now the time to buy? Not really. Over a long enough timeframe, entering a position in the fintech company’s shares right now could end up being a highly profitable move.</p>\n<p>Assuming of course, that it becomes the next<b>PayPal</b>(NASDAQ:<b><u>PYPL</u></b>) or<b>Square</b>(NYSE:<b><u>SQ</u></b>). Even so, that doesn’t mean there’s an urgent need to rush out and buy it today. More likely than not, the stock will deliver underwhelming returns in the months ahead.</p>\n<p>Why? The negative factors that have been weighing down on growth stocks. First, the risk that a hike in interest rates will result in avaluation contraction for richly priced namessuch as this one. Second, slowing economic growth could be another risk for shares. If today’s booming economy takes a breather, it may be tough for SoFi to deliver the blockbuster quarterly results investors expect from it.</p>\n<p>With the possibility of it languishing at $15 per share. Or worse yet, falling to $10 per share or less, the best move hasn’t changed in the past month. If you’re still bullish on it? Take your time when it comes to entering a position.</p>\n<p><b>SOFI Stock and Possible Further Downside</b></p>\n<p>After itsJune 1 deSPACing, SoFi shares seemed primed to make a comeback. Not only that, it seemed like the reputation of Chamath Palihapitiya, the sponsor of this former SPAC (special purpose acquisition company) was making a comeback as well.</p>\n<p>Yet, flash-forward around two months, and it seems like things are getting to where they were after last spring’s“SPAC Wipeout.”Investors haven’t shown much interest in Palihapitiya’slatest SPAC venture has been met with a yawn. Shares in his higher-profile holdings, like SOFI stock, along with<b>Clover Health</b>(NASDAQ:<b><u>CLOV</u></b>) stock have again lost their luster as well.</p>\n<p>SoFi has fallen back once again. But don’t assume it’s bottomed out. Not as much to do with any issues with the company itself. Instead, due to economy-wide factors that may result in it making another move to lower price levels. Again, as I’ve discussed previously, rising interest rates could have a big negative impact on its share price. Even as rising rates will be good for the company’s lending operations, this could be more than countered by valuation contraction.</p>\n<p>Giving things another look, it’s clear there’s another risk factor that could knock down the stock once again. That’s the potential for economic growth to start slowing down.</p>\n<p><b>High Valuation</b></p>\n<p>SOFI stock may be down big from its all-time high. But at today’s levels, it remains a “priced for perfection” situation. With projections calling for high double-digit growth, and recent results pointing to itbeating guidance, investors continue to have no trouble giving this stock a rich valuation.</p>\n<p>At $15 per share, shares trade for around 8.4x estimated 2022 revenues. Some, including<i>InvestorPlace’s</i>Larry Ramer, have questioned whether it makes sense to value this companymore like a tech firm than a bank. I also see this as an area of concern. Yet I don’t expect this factor alone to be what knocks it down to lower prices.</p>\n<p>What will? Again, it’s a sooner-than-expected rise in interest rates that could send shares down to even lower prices. But that’s not the only thing that could do so. Even if the Federal Reserve doesn’t turn on a dime, and shift from dovish to hawkish monetary policy, SOFI stock could find itself in trouble. How? If it starts delivering disappointing quarterly results.</p>\n<p>Sure, this may not happen in the immediate future. Yet, the above-average economic growth seen during the pandemic recovery/reopeningcould be running out of gas. If the economy starts to slow? It may get tougher for SoFi to live up to the high expectations currently priced into shares. Along with the valuation contraction risk, this is something else that could it down before it starts to rally once again.</p>\n<p><b>No Rush to Dive in at Today’s Prices</b></p>\n<p>Now may seem like an opportune time to scoop up SoFi shares on the cheap. But after selling off again, I wouldn’t expect any sort of rapid recovery. Just like a few weeks back, the risk of valuation contraction runs high. As more comes out of today’s still-booming economy could be set to slow down? The risk of underwhelming results in future quarters is starting to loom as well.</p>\n<p>So, with more negatives than positives, SOFI stock is likely to either going to trade sideways in the short term or worse, head down to lower prices. With this in mind, even investors who believe it’s a long-term winner shouldn’t hastily dive into it.</p>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Expect More Underwhelming Performance for SoFi Shares</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\">\nExpect More Underwhelming Performance for SoFi Shares\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-01 10:28 GMT+8 <a href=https://investorplace.com/2021/07/sofi-stock-expect-continued-underwhelming-performance/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The odds of a rapid rebound for fintech play SOFI stock appear dim.\n\nAsSoFiTechnologies(NASDAQ:SOFI) stock falls back to around $15 per share, is now the time to buy? Not really. Over a long enough ...</p>\n\n<a href=\"https://investorplace.com/2021/07/sofi-stock-expect-continued-underwhelming-performance/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SOFI":"SoFi Technologies Inc."},"source_url":"https://investorplace.com/2021/07/sofi-stock-expect-continued-underwhelming-performance/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147877145","content_text":"The odds of a rapid rebound for fintech play SOFI stock appear dim.\n\nAsSoFiTechnologies(NASDAQ:SOFI) stock falls back to around $15 per share, is now the time to buy? Not really. Over a long enough timeframe, entering a position in the fintech company’s shares right now could end up being a highly profitable move.\nAssuming of course, that it becomes the nextPayPal(NASDAQ:PYPL) orSquare(NYSE:SQ). Even so, that doesn’t mean there’s an urgent need to rush out and buy it today. More likely than not, the stock will deliver underwhelming returns in the months ahead.\nWhy? The negative factors that have been weighing down on growth stocks. First, the risk that a hike in interest rates will result in avaluation contraction for richly priced namessuch as this one. Second, slowing economic growth could be another risk for shares. If today’s booming economy takes a breather, it may be tough for SoFi to deliver the blockbuster quarterly results investors expect from it.\nWith the possibility of it languishing at $15 per share. Or worse yet, falling to $10 per share or less, the best move hasn’t changed in the past month. If you’re still bullish on it? Take your time when it comes to entering a position.\nSOFI Stock and Possible Further Downside\nAfter itsJune 1 deSPACing, SoFi shares seemed primed to make a comeback. Not only that, it seemed like the reputation of Chamath Palihapitiya, the sponsor of this former SPAC (special purpose acquisition company) was making a comeback as well.\nYet, flash-forward around two months, and it seems like things are getting to where they were after last spring’s“SPAC Wipeout.”Investors haven’t shown much interest in Palihapitiya’slatest SPAC venture has been met with a yawn. Shares in his higher-profile holdings, like SOFI stock, along withClover Health(NASDAQ:CLOV) stock have again lost their luster as well.\nSoFi has fallen back once again. But don’t assume it’s bottomed out. Not as much to do with any issues with the company itself. Instead, due to economy-wide factors that may result in it making another move to lower price levels. Again, as I’ve discussed previously, rising interest rates could have a big negative impact on its share price. Even as rising rates will be good for the company’s lending operations, this could be more than countered by valuation contraction.\nGiving things another look, it’s clear there’s another risk factor that could knock down the stock once again. That’s the potential for economic growth to start slowing down.\nHigh Valuation\nSOFI stock may be down big from its all-time high. But at today’s levels, it remains a “priced for perfection” situation. With projections calling for high double-digit growth, and recent results pointing to itbeating guidance, investors continue to have no trouble giving this stock a rich valuation.\nAt $15 per share, shares trade for around 8.4x estimated 2022 revenues. Some, includingInvestorPlace’sLarry Ramer, have questioned whether it makes sense to value this companymore like a tech firm than a bank. I also see this as an area of concern. Yet I don’t expect this factor alone to be what knocks it down to lower prices.\nWhat will? Again, it’s a sooner-than-expected rise in interest rates that could send shares down to even lower prices. But that’s not the only thing that could do so. Even if the Federal Reserve doesn’t turn on a dime, and shift from dovish to hawkish monetary policy, SOFI stock could find itself in trouble. How? If it starts delivering disappointing quarterly results.\nSure, this may not happen in the immediate future. Yet, the above-average economic growth seen during the pandemic recovery/reopeningcould be running out of gas. If the economy starts to slow? It may get tougher for SoFi to live up to the high expectations currently priced into shares. Along with the valuation contraction risk, this is something else that could it down before it starts to rally once again.\nNo Rush to Dive in at Today’s Prices\nNow may seem like an opportune time to scoop up SoFi shares on the cheap. But after selling off again, I wouldn’t expect any sort of rapid recovery. Just like a few weeks back, the risk of valuation contraction runs high. As more comes out of today’s still-booming economy could be set to slow down? The risk of underwhelming results in future quarters is starting to loom as well.\nSo, with more negatives than positives, SOFI stock is likely to either going to trade sideways in the short term or worse, head down to lower prices. With this in mind, even investors who believe it’s a long-term winner shouldn’t hastily dive into it.","news_type":1,"symbols_score_info":{"SOFI":0.9}},"isVote":1,"tweetType":1,"viewCount":452,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":836682016,"gmtCreate":1629476140835,"gmtModify":1631886255488,"author":{"id":"3586434896339890","authorId":"3586434896339890","name":"Nkx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586434896339890","authorIdStr":"3586434896339890"},"themes":[],"htmlText":"Like ~","listText":"Like ~","text":"Like ~","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/836682016","repostId":"2160710721","repostType":4,"repost":{"id":"2160710721","kind":"news","pubTimestamp":1629473265,"share":"https://www.laohu8.com/m/news/2160710721?lang=&edition=full","pubTime":"2021-08-20 23:27","market":"us","language":"en","title":"Is Moderna (MRNA) COVID-19 Jab Heart Risk More Than Pfizer's?","url":"https://stock-news.laohu8.com/highlight/detail?id=2160710721","media":"Zacks","summary":"Moderna’s MRNA mRNA-based COVID-19 vaccine, mRNA-1273 is being investigated by the FDA and the U.S. ","content":"<p><b>Moderna</b>’s MRNA mRNA-based COVID-19 vaccine, mRNA-1273 is being investigated by the FDA and the U.S. Centers for Disease Control and Prevention (CDC) for higher risk of myocarditis, a rare condition of heart inflammation, in younger adults per a <a href=\"https://laohu8.com/S/WASH\">Washington</a> <a href=\"https://laohu8.com/S/POST\">Post</a> article. The article implies that the risk of myocarditis following inoculation with mRNA-1273 can be more than previously thought and is also higher than <b><a href=\"https://laohu8.com/S/PFE\">Pfizer</a></b>/<b><a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a></b>’s mRNA-based vaccine, BNT162b.</p>\n<p>Per the same <a href=\"https://laohu8.com/S/WRE\">Washington</a> Post article, the claims of higher risk of myocarditis, especially for males below the age of 30 or so, following Moderna’s jab are majorly based on data from Canada. The same data suggests that vaccination with mRNA-1273 may increase the risk of incidence of myocarditis by 2.5-fold compared to BNT162b. U.S. health officials are currently reviewing the data as well as data generated in the <a href=\"https://laohu8.com/S/UBNK\">United</a> States for a possible link to higher risk of heart inflammation. The report stated that the officials believe it is too early to conclude and issue any kind of new or revised warning or recommendation for mRNA-1273.</p>\n<p>We note that Pfizer’s BNT162b is already leading the vaccination race with $11.3 billion sales in the first half of 2021 compared to nearly $6 billion of sales from mRNA-1273. Moreover, the anticipated sales for 2021 for BNT162b and mRNA-1273 stands at $33.5 billion and approximately $19.2 billion, respectively.</p>\n<p>Meanwhile, U.S. health officials have decided to start providing booster doses to the country’s citizens beginning in the first week of fall that will start on Sep 20. Amid rising support for booster doses for better protection against the Delta variant, the potential link to higher risk of heart inflammation may hurt demand for Moderna’s mRNA-1273, pushing it further back in the competition. Moreover, a few new COVID-19 vaccines may enter the U.S. markets this year, which will result in increased competition.</p>\n<p>Shares of Moderna fell 5.8% on Aug 19, following the reports on probe for higher risk of heart inflammation. The company’s shares have surged 259.4% so far this year against the industry’s decrease of 0.3%.</p>\n<p><img src=\"https://static.tigerbbs.com/01ae6084260e85bc39bcd6d72d8d9ae0\" tg-width=\"620\" tg-height=\"406\" referrerpolicy=\"no-referrer\"></p>\n<p>Image Source: Zacks Investment Research</p>\n<p>We note that the CDC concluded earlier in June that there is a “likely association” between mRNA-based COVID-19 vaccines and increased cases of heart inflammation, including myocarditis and pericarditis, in adolescents and younger adults. Heart inflammation was reported after the first dose of mRNA-1273 and BNT162b in a small proportion of individuals,which increased further following the second dose. However, similar inflammation cases were not reported following vaccination with <b>J&J</b>’s JNJ adenovirus-based COVID-19 vaccine. Following the investigation, the labels of both mRNA-based vaccines were updated to include a warning label for increased risk of myocarditis.</p>\n<p>Meanwhile, the United States is not the only country to probe various risks with possible links to mRNA-based COVID-19 vaccines. Earlier this month, the European Medicines Agency initiated an investigation to study three new conditions found in a small proportion of individuals receiving mRNA-based vaccination. The individuals immunized with an mRNA-based vaccine reported that they developed either erythema multiforme (allergic skin reaction), glomerulonephritis (kidney inflammation) and/or nephrotic syndrome (renal disorder).</p>\n<h3><a href=\"https://laohu8.com/S/MRNA\">Moderna, Inc.</a> Price</h3>\n<p><img src=\"https://static.tigerbbs.com/33512fafdd460236be3b7bc6e113462a\" tg-width=\"545\" tg-height=\"257\" referrerpolicy=\"no-referrer\"></p>\n<p><a href=\"https://laohu8.com/S/MRNA\">Moderna, Inc.</a> price | Moderna, Inc. Quote</p>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Moderna (MRNA) COVID-19 Jab Heart Risk More Than Pfizer's?</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\">\nIs Moderna (MRNA) COVID-19 Jab Heart Risk More Than Pfizer's?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-20 23:27 GMT+8 <a href=https://finance.yahoo.com/news/moderna-mrna-covid-19-jab-131601604.html><strong>Zacks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Moderna’s MRNA mRNA-based COVID-19 vaccine, mRNA-1273 is being investigated by the FDA and the U.S. Centers for Disease Control and Prevention (CDC) for higher risk of myocarditis, a rare condition of...</p>\n\n<a href=\"https://finance.yahoo.com/news/moderna-mrna-covid-19-jab-131601604.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MRNA":"Moderna, Inc.","PFE":"辉瑞"},"source_url":"https://finance.yahoo.com/news/moderna-mrna-covid-19-jab-131601604.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2160710721","content_text":"Moderna’s MRNA mRNA-based COVID-19 vaccine, mRNA-1273 is being investigated by the FDA and the U.S. Centers for Disease Control and Prevention (CDC) for higher risk of myocarditis, a rare condition of heart inflammation, in younger adults per a Washington Post article. The article implies that the risk of myocarditis following inoculation with mRNA-1273 can be more than previously thought and is also higher than Pfizer/BioNTech SE’s mRNA-based vaccine, BNT162b.\nPer the same Washington Post article, the claims of higher risk of myocarditis, especially for males below the age of 30 or so, following Moderna’s jab are majorly based on data from Canada. The same data suggests that vaccination with mRNA-1273 may increase the risk of incidence of myocarditis by 2.5-fold compared to BNT162b. U.S. health officials are currently reviewing the data as well as data generated in the United States for a possible link to higher risk of heart inflammation. The report stated that the officials believe it is too early to conclude and issue any kind of new or revised warning or recommendation for mRNA-1273.\nWe note that Pfizer’s BNT162b is already leading the vaccination race with $11.3 billion sales in the first half of 2021 compared to nearly $6 billion of sales from mRNA-1273. Moreover, the anticipated sales for 2021 for BNT162b and mRNA-1273 stands at $33.5 billion and approximately $19.2 billion, respectively.\nMeanwhile, U.S. health officials have decided to start providing booster doses to the country’s citizens beginning in the first week of fall that will start on Sep 20. Amid rising support for booster doses for better protection against the Delta variant, the potential link to higher risk of heart inflammation may hurt demand for Moderna’s mRNA-1273, pushing it further back in the competition. Moreover, a few new COVID-19 vaccines may enter the U.S. markets this year, which will result in increased competition.\nShares of Moderna fell 5.8% on Aug 19, following the reports on probe for higher risk of heart inflammation. The company’s shares have surged 259.4% so far this year against the industry’s decrease of 0.3%.\n\nImage Source: Zacks Investment Research\nWe note that the CDC concluded earlier in June that there is a “likely association” between mRNA-based COVID-19 vaccines and increased cases of heart inflammation, including myocarditis and pericarditis, in adolescents and younger adults. Heart inflammation was reported after the first dose of mRNA-1273 and BNT162b in a small proportion of individuals,which increased further following the second dose. However, similar inflammation cases were not reported following vaccination with J&J’s JNJ adenovirus-based COVID-19 vaccine. Following the investigation, the labels of both mRNA-based vaccines were updated to include a warning label for increased risk of myocarditis.\nMeanwhile, the United States is not the only country to probe various risks with possible links to mRNA-based COVID-19 vaccines. Earlier this month, the European Medicines Agency initiated an investigation to study three new conditions found in a small proportion of individuals receiving mRNA-based vaccination. The individuals immunized with an mRNA-based vaccine reported that they developed either erythema multiforme (allergic skin reaction), glomerulonephritis (kidney inflammation) and/or nephrotic syndrome (renal disorder).\nModerna, Inc. Price\n\nModerna, Inc. price | Moderna, Inc. Quote","news_type":1,"symbols_score_info":{"MRNA":0.9,"PFE":0.9}},"isVote":1,"tweetType":1,"viewCount":910,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802719288,"gmtCreate":1627805830944,"gmtModify":1631886255549,"author":{"id":"3586434896339890","authorId":"3586434896339890","name":"Nkx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586434896339890","authorIdStr":"3586434896339890"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/802719288","repostId":"1159296868","repostType":4,"repost":{"id":"1159296868","kind":"news","pubTimestamp":1627786610,"share":"https://www.laohu8.com/m/news/1159296868?lang=&edition=full","pubTime":"2021-08-01 10:56","market":"us","language":"en","title":"Why Oracle Stock Could Be Volatile In August","url":"https://stock-news.laohu8.com/highlight/detail?id=1159296868","media":"InvestorPlace","summary":"Despite short-term profit-taking, ORCL stock should move higher in the coming months.\n\nOnce consider","content":"<blockquote>\n Despite short-term profit-taking, ORCL stock should move higher in the coming months.\n</blockquote>\n<p>Once considered a laggard company in the world of technology,<b>Oracle</b> (NYSE:<b>ORCL</b>) stock has made a comeback as one of the best-performing tech names of 2021.</p>\n<p><img src=\"https://static.tigerbbs.com/1e4fb922d429b71a40534256e2dff304\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">Source: Jonathan Weiss / Shutterstock.com</p>\n<p>It was the original champion of database technology. Now Oracle is becoming an emerging force in both backend infrastructure technologies and software-as-a-service (SaaS). In other words, management is proving that what is considered outdated can quickly become hot again in the tech stock space.</p>\n<p>Investors have not been shy to bid ORCL stock up this year. Growth expectations mainly revolve around the cloud computing business. As a result, ORCL stock has soared by 56% over the last 12 months.</p>\n<p>And the rally accelerated after Oracle recently released its fourth-quarter and FY21 results. As a result, the shares hit a record high of $91.20. It currently trades around $87, up 35% in 2021. The current price supports a dividend yield of about 1.3%.</p>\n<p>Thanks to its success in the cloud, Oracle has outperformed many tech stocks currently underperforming the broader market this year. However, in the short run, ORCL stock is likely to be volatile and could see profit-taking</p>\n<p>Yet, long-term investors looking to generate lucrative returns in the rest of 2021 and beyond may consider buying the dips. Here’s why.</p>\n<p><b>How Recent Earnings Came</b></p>\n<p>Founded in 1977, Oracle is well-known for pioneering the first commercial SQL-based relational database management system. Now, with 430,000 customers in 175 countries, the tech giant provides database technology and enterprise resource planning (ERP) software to businesses and global governments. Its market capitalization stands at $246 billion.</p>\n<p>Oracle released fourth-quarter resultsin mid-June. Total revenue increased 8% year-over-year to $11.2 billion. Non-GAAP net income went up buy 20% to $4.5 billion, and non-GAAP earnings per share soared 29% to $1.54.</p>\n<p>In fiscal 2021, Oracle generated almost $13.8 billion in free cash flow. As a result, management invested heavily in stock buybacks. Excluding the $3 billion spent on dividends, it bought back 329 million shares at a cost of $21 billion in the past year. Cash and equivalents ended the fiscal year at $30.1 billion.</p>\n<p>On the results, CEO Safra Catz remarked, “Our Q4 performance was absolutely outstanding with total revenue beating guidance by nearly $200 million, and non-GAAP earnings per share beating guidance by $0.24.”</p>\n<p>Cloud apps saw 20% to 30% growth. Yet, it has not led to a significant increase in overall revenue for the fiscal year 2021. Oracle’s revenue of $40.5 billion grew only by 4% compared to the previous year.</p>\n<p>ORCL stock is currently trading at 19x forward price-earnings multiple and 6.5x current sales. The 12-month price target range for Oracle stock extends from $60 to $115. The median estimate of $80 would mean a decline of about 9% from the current levels. Therefore, short-term investors could see the shares come under pressure.</p>\n<p><b>Long-Term Tailwinds For Oracle Stock</b></p>\n<p>Despite the potential short-term volatility, there are many reasons for investors to consider ORCL stock. It has a broad portfolio addressing different spectrums of enterprise technology. Revenues have been gaining momentum after the company has shifted resources to the cloud space.</p>\n<p>Management regards the cloud in terms of platform, application, and infrastructure layers. Put another way, Oracle offers a complete package that may lead to a even a stronger competitive advantage in the long term.</p>\n<p>The company has recently announced plans to increase spending on data centers. It will double capital expenditures to almost $4 billion. Investors are hoping this heavy spending will boost the cloud businesses.</p>\n<p>Market research firm Research and Markets predicts cloud spending could grow at a compound annual growth rate of 17.5% through 2025. Although this implies a massive opportunity, Oracle currently has a minor share of the broad cloud market.</p>\n<p>The company still trails behind the market leader<b>Amazon</b>(NASDAQ:<b>AMZN</b>) as well as other competitors<b>Microsoft</b>(NASDAQ:<b>MSFT</b>) and <b>Alphabet</b> (NASDAQ:<b>GOOG</b>, NASDAQ:<b>GOOGL</b>). Recent quarterly metrics from these tech giants have shown the importance of cloud applications and services for revenues.</p>\n<p>If management were to continue its recent success, it would be possible to see Oracle grow its market cap to rapidly in the coming quarters as well.</p>\n<p><b>The Bottom Line on ORCL Stock</b></p>\n<p>Oracle’s revenue mix now focuses more on subscriptions, especially in the cloud space. Investors would like to see the bottom line grow in the coming quarters. However, it might still be several quarters before management’s efforts translate into higher earnings.</p>\n<p>Although I remain bullish on ORCL stock for the long run, I expect some profit-taking in the coming weeks Interested investors could regard any drop toward the $80 to $82 level as a better entry point.</p>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Oracle Stock Could Be Volatile In August</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\">\nWhy Oracle Stock Could Be Volatile In August\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-01 10:56 GMT+8 <a href=https://investorplace.com/2021/07/orcl-stock-could-be-volatile-in-august/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Despite short-term profit-taking, ORCL stock should move higher in the coming months.\n\nOnce considered a laggard company in the world of technology,Oracle (NYSE:ORCL) stock has made a comeback as one ...</p>\n\n<a href=\"https://investorplace.com/2021/07/orcl-stock-could-be-volatile-in-august/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ORCL":"甲骨文"},"source_url":"https://investorplace.com/2021/07/orcl-stock-could-be-volatile-in-august/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159296868","content_text":"Despite short-term profit-taking, ORCL stock should move higher in the coming months.\n\nOnce considered a laggard company in the world of technology,Oracle (NYSE:ORCL) stock has made a comeback as one of the best-performing tech names of 2021.\nSource: Jonathan Weiss / Shutterstock.com\nIt was the original champion of database technology. Now Oracle is becoming an emerging force in both backend infrastructure technologies and software-as-a-service (SaaS). In other words, management is proving that what is considered outdated can quickly become hot again in the tech stock space.\nInvestors have not been shy to bid ORCL stock up this year. Growth expectations mainly revolve around the cloud computing business. As a result, ORCL stock has soared by 56% over the last 12 months.\nAnd the rally accelerated after Oracle recently released its fourth-quarter and FY21 results. As a result, the shares hit a record high of $91.20. It currently trades around $87, up 35% in 2021. The current price supports a dividend yield of about 1.3%.\nThanks to its success in the cloud, Oracle has outperformed many tech stocks currently underperforming the broader market this year. However, in the short run, ORCL stock is likely to be volatile and could see profit-taking\nYet, long-term investors looking to generate lucrative returns in the rest of 2021 and beyond may consider buying the dips. Here’s why.\nHow Recent Earnings Came\nFounded in 1977, Oracle is well-known for pioneering the first commercial SQL-based relational database management system. Now, with 430,000 customers in 175 countries, the tech giant provides database technology and enterprise resource planning (ERP) software to businesses and global governments. Its market capitalization stands at $246 billion.\nOracle released fourth-quarter resultsin mid-June. Total revenue increased 8% year-over-year to $11.2 billion. Non-GAAP net income went up buy 20% to $4.5 billion, and non-GAAP earnings per share soared 29% to $1.54.\nIn fiscal 2021, Oracle generated almost $13.8 billion in free cash flow. As a result, management invested heavily in stock buybacks. Excluding the $3 billion spent on dividends, it bought back 329 million shares at a cost of $21 billion in the past year. Cash and equivalents ended the fiscal year at $30.1 billion.\nOn the results, CEO Safra Catz remarked, “Our Q4 performance was absolutely outstanding with total revenue beating guidance by nearly $200 million, and non-GAAP earnings per share beating guidance by $0.24.”\nCloud apps saw 20% to 30% growth. Yet, it has not led to a significant increase in overall revenue for the fiscal year 2021. Oracle’s revenue of $40.5 billion grew only by 4% compared to the previous year.\nORCL stock is currently trading at 19x forward price-earnings multiple and 6.5x current sales. The 12-month price target range for Oracle stock extends from $60 to $115. The median estimate of $80 would mean a decline of about 9% from the current levels. Therefore, short-term investors could see the shares come under pressure.\nLong-Term Tailwinds For Oracle Stock\nDespite the potential short-term volatility, there are many reasons for investors to consider ORCL stock. It has a broad portfolio addressing different spectrums of enterprise technology. Revenues have been gaining momentum after the company has shifted resources to the cloud space.\nManagement regards the cloud in terms of platform, application, and infrastructure layers. Put another way, Oracle offers a complete package that may lead to a even a stronger competitive advantage in the long term.\nThe company has recently announced plans to increase spending on data centers. It will double capital expenditures to almost $4 billion. Investors are hoping this heavy spending will boost the cloud businesses.\nMarket research firm Research and Markets predicts cloud spending could grow at a compound annual growth rate of 17.5% through 2025. Although this implies a massive opportunity, Oracle currently has a minor share of the broad cloud market.\nThe company still trails behind the market leaderAmazon(NASDAQ:AMZN) as well as other competitorsMicrosoft(NASDAQ:MSFT) and Alphabet (NASDAQ:GOOG, NASDAQ:GOOGL). Recent quarterly metrics from these tech giants have shown the importance of cloud applications and services for revenues.\nIf management were to continue its recent success, it would be possible to see Oracle grow its market cap to rapidly in the coming quarters as well.\nThe Bottom Line on ORCL Stock\nOracle’s revenue mix now focuses more on subscriptions, especially in the cloud space. Investors would like to see the bottom line grow in the coming quarters. However, it might still be several quarters before management’s efforts translate into higher earnings.\nAlthough I remain bullish on ORCL stock for the long run, I expect some profit-taking in the coming weeks Interested investors could regard any drop toward the $80 to $82 level as a better entry point.","news_type":1,"symbols_score_info":{"ORCL":0.9}},"isVote":1,"tweetType":1,"viewCount":1181,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":692443083,"gmtCreate":1641188832862,"gmtModify":1641188832995,"author":{"id":"3586434896339890","authorId":"3586434896339890","name":"Nkx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586434896339890","authorIdStr":"3586434896339890"},"themes":[],"htmlText":"read","listText":"read","text":"read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/692443083","repostId":"2200443162","repostType":4,"repost":{"id":"2200443162","kind":"news","pubTimestamp":1641175843,"share":"https://www.laohu8.com/m/news/2200443162?lang=&edition=full","pubTime":"2022-01-03 10:10","market":"us","language":"en","title":"71 years of stock market data reveals investors may be happy in the New Year","url":"https://stock-news.laohu8.com/highlight/detail?id=2200443162","media":"Yahoo Finance","summary":"After a nearly 29% total return for the S&P 500 this year, history suggests 2022 may see more gains ","content":"<html><head></head><body><p>After a nearly 29% total return for the S&P 500 this year, history suggests 2022 may see more gains for investors.</p><p>Truist Advisory Services co-chief investment officer Keith Lerner found that going back to 1950, when the S&P 500 had a total return of at least 25% in a year, stocks usually rose in the following year. The outcome during that 71 year stretch: stocks advanced 82% of the time, or 14 out of 17 instances.</p><p>As the data shows, however, it's not always sunshine and rainbows after a big year for stocks.</p><p>Two of the three years where stocks failed to rise after 25%+ annual gains were 1981 and 1990. Lerner points out both of those periods commenced with recessions. The other down year was 1962, which Lerner says was challenged by a "flash crash" and "deteriorating investor confidence."</p><p>Lerner doesn't see a recession in the cards for 2022, but acknowledges that it's likely stocks have more modest gains after a banner 2021.</p><p>"History is only a guide and should be used alongside other factors, such as the business cycle and fundamentals. Still, the studies reviewed on performance following years with robust market gains, strong price momentum, and shallow pullbacks lend further support to our base case outlook for 2022. That is, we still favor stocks and expect the bull market to extend, though at a much more modest pace relative to 2021. The data also suggest investors should anticipate more normal and deeper corrections relative to the unusually shallow pullbacks seen over the past year. Thus, we remain positive yet realistic entering the new year," Lerner explains.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f2a393125c83e9e71035b9c23133616c\" tg-width=\"1094\" tg-height=\"466\" width=\"100%\" height=\"auto\"/><span>Another up year for stocks on tap?Truist</span></p><p>To be sure, the market enters 2022 with considerable momentum that go a long way to nailing down a positive year ahead.</p><p>The S&P 500 notched its 70th record close of the year on Wednesday. As Yahoo Finance's Alexandra Semenova points out, the S&P 500 recorded a new all-time high every month this year. That makes 2021 among the best years ever for investors.</p><p>Meanwhile, well-known companies such as Apple, Home Depot, McDonald's, Coca-Cola and Procter & Gamble continue to hover around record highs.</p><p>"We encourage our clients not to get out, to stay in the market. When the recoveries hit, when the sentiment changes, it happens so quickly that often by the time you're able to get back into the market, you have already missed out," said Erin Gibbs, Main Street Asset Management chief investment officer, on Yahoo Finance Live.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>71 years of stock market data reveals investors may be happy in the New Year</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\">\n71 years of stock market data reveals investors may be happy in the New Year\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-03 10:10 GMT+8 <a href=https://finance.yahoo.com/news/71-years-of-stock-market-data-reveals-investors-may-be-happy-in-the-new-year-173229105.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>After a nearly 29% total return for the S&P 500 this year, history suggests 2022 may see more gains for investors.Truist Advisory Services co-chief investment officer Keith Lerner found that going ...</p>\n\n<a href=\"https://finance.yahoo.com/news/71-years-of-stock-market-data-reveals-investors-may-be-happy-in-the-new-year-173229105.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4017":"黄金","MCD":"麦当劳","AAPL":"苹果",".SPX":"S&P 500 Index","KO":"可口可乐",".IXIC":"NASDAQ Composite",".DJI":"道琼斯","PG":"宝洁","NGD":"New Gold","MRCC":"Monroe Capital Corporation","HD":"家得宝"},"source_url":"https://finance.yahoo.com/news/71-years-of-stock-market-data-reveals-investors-may-be-happy-in-the-new-year-173229105.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2200443162","content_text":"After a nearly 29% total return for the S&P 500 this year, history suggests 2022 may see more gains for investors.Truist Advisory Services co-chief investment officer Keith Lerner found that going back to 1950, when the S&P 500 had a total return of at least 25% in a year, stocks usually rose in the following year. The outcome during that 71 year stretch: stocks advanced 82% of the time, or 14 out of 17 instances.As the data shows, however, it's not always sunshine and rainbows after a big year for stocks.Two of the three years where stocks failed to rise after 25%+ annual gains were 1981 and 1990. Lerner points out both of those periods commenced with recessions. The other down year was 1962, which Lerner says was challenged by a \"flash crash\" and \"deteriorating investor confidence.\"Lerner doesn't see a recession in the cards for 2022, but acknowledges that it's likely stocks have more modest gains after a banner 2021.\"History is only a guide and should be used alongside other factors, such as the business cycle and fundamentals. Still, the studies reviewed on performance following years with robust market gains, strong price momentum, and shallow pullbacks lend further support to our base case outlook for 2022. That is, we still favor stocks and expect the bull market to extend, though at a much more modest pace relative to 2021. The data also suggest investors should anticipate more normal and deeper corrections relative to the unusually shallow pullbacks seen over the past year. Thus, we remain positive yet realistic entering the new year,\" Lerner explains.Another up year for stocks on tap?TruistTo be sure, the market enters 2022 with considerable momentum that go a long way to nailing down a positive year ahead.The S&P 500 notched its 70th record close of the year on Wednesday. As Yahoo Finance's Alexandra Semenova points out, the S&P 500 recorded a new all-time high every month this year. That makes 2021 among the best years ever for investors.Meanwhile, well-known companies such as Apple, Home Depot, McDonald's, Coca-Cola and Procter & Gamble continue to hover around record highs.\"We encourage our clients not to get out, to stay in the market. When the recoveries hit, when the sentiment changes, it happens so quickly that often by the time you're able to get back into the market, you have already missed out,\" said Erin Gibbs, Main Street Asset Management chief investment officer, on Yahoo Finance Live.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9,"AAPL":0.6,"HD":0.6,"KO":0.6,"MCD":0.6,"MRCC":0.9,"NGD":1,"PG":0.6}},"isVote":1,"tweetType":1,"viewCount":1711,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":807917805,"gmtCreate":1627996408307,"gmtModify":1631886255535,"author":{"id":"3586434896339890","authorId":"3586434896339890","name":"Nkx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586434896339890","authorIdStr":"3586434896339890"},"themes":[],"htmlText":"[真香] ","listText":"[真香] ","text":"[真香]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/807917805","repostId":"1181078046","repostType":4,"isVote":1,"tweetType":1,"viewCount":2582,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}