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NicLHT88
2021-07-01
No limit of the top lines??
抱歉，原内容已删除
NicLHT88
2021-07-01
😂 😂 😂 Ok
NIO’s June Deliveries Were Impressive. It’s Good News for EV Makers.
NicLHT88
2021-06-28
Wow
BlackBerry Revenue Struggle Continues
NicLHT88
2021-06-28
Great
The Outlook of Coupang Stock Is Quite Strong
NicLHT88
2021-06-28
🚀
抱歉，原内容已删除
NicLHT88
2021-06-28
🚀🚀🚀🚀
抱歉，原内容已删除
NicLHT88
2021-06-27
Great!
抱歉，原内容已删除
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","listText":"No limit of the top lines?? ","text":"No limit of the top lines??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/158683588","repostId":"1117904279","repostType":4,"isVote":1,"tweetType":1,"viewCount":820,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":158680124,"gmtCreate":1625147664868,"gmtModify":1633944267752,"author":{"id":"3586645383408318","authorId":"3586645383408318","name":"NicLHT88","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586645383408318","authorIdStr":"3586645383408318"},"themes":[],"htmlText":"😂 😂 😂 Ok","listText":"😂 😂 😂 Ok","text":"😂 😂 😂 Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/158680124","repostId":"1100462654","repostType":4,"repost":{"id":"1100462654","kind":"news","pubTimestamp":1625142600,"share":"https://www.laohu8.com/m/news/1100462654?lang=&edition=full","pubTime":"2021-07-01 20:30","market":"us","language":"en","title":"NIO’s June Deliveries Were Impressive. It’s Good News for EV Makers.","url":"https://stock-news.laohu8.com/highlight/detail?id=1100462654","media":"Barrons","summary":"The Chinese electric- vehicle maker NIO delivered a record number of cars in June, sending the stock","content":"<p>The Chinese electric- vehicle maker NIO delivered a record number of cars in June, sending the stock higher again. Shares of other EV makers selling in China, from Tesla to Li Auto, should benefit from the news.</p>\n<p>NIO (ticker: NIO) reported 8,083 vehicle deliveries for June, up from 6,711 in May, marking the first time monthly deliveries cracked the 8,000 mark. For the second quarter, NIO delivered just under 22,000 cars, the high end of the range the company predicted at the beginning of June.</p>\n<p>It’s a good result. Not only does it demonstrate that NIO’s production capacity is continuing to grow, it shows demand for EVs in China remains strong. The delivery figure also strengthens the case that the semiconductor shortage that limited global automotive production in the first half of 2021 is starting to fade. The latter two conclusions are good news for all EV manufacturers.</p>\n<p>NIO stock was up 2.8% in premarket trading. Futures on the S&P 500 and Dow Jones Industrial Average,meanwhile, are close to flat.</p>\n<p>Investors and traders have been anticipating a good delivery result. NIO stock rose 38% in June and is up 18% week to date. Citigroup analyst Jeff Chung increased his target for NIO’s stock price Wednesday to $72 a share, partly because he saw strong demand for EVs.</p>\n<p>Recent gains have pushed the stock back into positive territory for the year. NIO stock is now up 9% year to date, though it is still down about 21% from its January 52-week high of about $67.</p>\n<p>The gains have pushed NIO’s market capitalization to about $87 billion, putting it past General Motors(GM) and its $86 billion capitalization.</p>\n<p>NIO hasn’t offered a forecast for NIO’s full-year deliveries, but Citi’s Chung, however, expects NIO to delivery about 93,000 vehicles in 2020. He says deliveries should increase sequentially in the third and fourth quarters of 2021. For the first half of 2021, NIO delivered almost 42,000 cars.</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>NIO’s June Deliveries Were Impressive. It’s Good News for EV Makers.</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\">\nNIO’s June Deliveries Were Impressive. It’s Good News for EV Makers.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-01 20:30 GMT+8 <a href=https://www.barrons.com/articles/nios-ev-stock-june-deliveries-51625141190?mod=hp_LATEST><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Chinese electric- vehicle maker NIO delivered a record number of cars in June, sending the stock higher again. Shares of other EV makers selling in China, from Tesla to Li Auto, should benefit ...</p>\n\n<a href=\"https://www.barrons.com/articles/nios-ev-stock-june-deliveries-51625141190?mod=hp_LATEST\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://www.barrons.com/articles/nios-ev-stock-june-deliveries-51625141190?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100462654","content_text":"The Chinese electric- vehicle maker NIO delivered a record number of cars in June, sending the stock higher again. Shares of other EV makers selling in China, from Tesla to Li Auto, should benefit from the news.\nNIO (ticker: NIO) reported 8,083 vehicle deliveries for June, up from 6,711 in May, marking the first time monthly deliveries cracked the 8,000 mark. For the second quarter, NIO delivered just under 22,000 cars, the high end of the range the company predicted at the beginning of June.\nIt’s a good result. Not only does it demonstrate that NIO’s production capacity is continuing to grow, it shows demand for EVs in China remains strong. The delivery figure also strengthens the case that the semiconductor shortage that limited global automotive production in the first half of 2021 is starting to fade. The latter two conclusions are good news for all EV manufacturers.\nNIO stock was up 2.8% in premarket trading. Futures on the S&P 500 and Dow Jones Industrial Average,meanwhile, are close to flat.\nInvestors and traders have been anticipating a good delivery result. NIO stock rose 38% in June and is up 18% week to date. Citigroup analyst Jeff Chung increased his target for NIO’s stock price Wednesday to $72 a share, partly because he saw strong demand for EVs.\nRecent gains have pushed the stock back into positive territory for the year. NIO stock is now up 9% year to date, though it is still down about 21% from its January 52-week high of about $67.\nThe gains have pushed NIO’s market capitalization to about $87 billion, putting it past General Motors(GM) and its $86 billion capitalization.\nNIO hasn’t offered a forecast for NIO’s full-year deliveries, but Citi’s Chung, however, expects NIO to delivery about 93,000 vehicles in 2020. He says deliveries should increase sequentially in the third and fourth quarters of 2021. For the first half of 2021, NIO delivered almost 42,000 cars.","news_type":1},"isVote":1,"tweetType":1,"viewCount":570,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":150300957,"gmtCreate":1624885577579,"gmtModify":1633947533639,"author":{"id":"3586645383408318","authorId":"3586645383408318","name":"NicLHT88","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586645383408318","authorIdStr":"3586645383408318"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/150300957","repostId":"1114821094","repostType":2,"repost":{"id":"1114821094","kind":"news","pubTimestamp":1624866948,"share":"https://www.laohu8.com/m/news/1114821094?lang=&edition=full","pubTime":"2021-06-28 15:55","market":"us","language":"en","title":"BlackBerry Revenue Struggle Continues","url":"https://stock-news.laohu8.com/highlight/detail?id=1114821094","media":"seekingalpha","summary":"Summary\n\nWhile top line beats, core business basically stagnating.\nOperating losses don't seem to be","content":"<p><b>Summary</b></p>\n<ul>\n <li>While top line beats, core business basically stagnating.</li>\n <li>Operating losses don't seem to be going away anytime soon.</li>\n <li>Recent rally won't hold if stock valued on fundamentals.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/edb0094dfdedbde038d5b19e46b477f1\" tg-width=\"768\" tg-height=\"597\"><span>Guirong Hao/iStock via Getty Images</span></p>\n<p>After the bell last Thursday, we received fiscal Q1 earnings results from BlackBerry (BB). While the company's shares have rallied at times recently, thanks to the retail trading mania, results have been rather poor. For the first quarter of its fiscal 2022 year, BlackBerry announced its lowest three-month revenue number under CEO John Chen. If this name loses the reddit fans that have propped up the stock, shares are likely to head lower as results just aren't there yet.</p>\n<p>If you remember the company's previous earnings report, management discussed back in late March that it had entered negotiations for a potential sale of its patent portfolio. Thus, the revenue forecast for the Licensing segment was essentially reduced for the year, with the following commentary from management on that earnings call:</p>\n<blockquote>\n However, appreciating that it will be useful to have an outlook for modeling purpose, the most conservative scenario in which sales, we modeled that sales does not happen or does not complete, full year licensing revenue will be in the region of $100 million. In this scenario, we assume that negotiation and regulatory review continue for the first half and therefore we expect revenue to be limited in the range of maybe $10 million to $15 million per quarter.\n</blockquote>\n<p>For the quarter, total revenues of $174 million came in about $3 million ahead of Street estimates. However, the composition of the revenue generated was not what many were hoping for. Licensing actually came in at $24 million, much higher than what estimates called for. As management stated on the conference call, some business came in earlier than expected. Just like many recent quarters that we've seen, the pull-forward in this segment made the overall quarter look less bad, and without this extra business, the top line would have easily missed estimates.</p>\n<p>That revenue upside meant that the newly called Cyber Security and IoT segments only represented $150 million. The total on those two business lines was up a paltry $2 million over the prior year period, and down $18 million from Q1 2020. On the call, management said it expects cyber security revenue to come in at the low end of its previous guidance range for the full fiscal year. A good portion of BlackBerry's key metrics also weakened over the prior year period, as detailed in the graphic below.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/82ba0e5502df8810761def4deddeb053\" tg-width=\"570\" tg-height=\"145\"><span>(Source: Q1 2021 earnings release, linked above)</span></p>\n<p>The year-over-year numbers certainly aren't good, with annual recurring revenue down by $23 million. The dollar-based net retention rate has also dipped by 7 percentage points. Supporters will talk about the growth in the QNX backlog, and BlackBerry management said in the earnings release that this was a 9% year-over-year increase. That seems to be what the graphic is saying, but take a look at what was said in previous press releases (bold emphasis added). The following statements make that year-over-year growth rate seem not true, that this is actually a 5 quarter increase, taking a good chunk of that growth rate away.</p>\n<blockquote>\n Fiscal Q1 2021 Document,linked here:\n</blockquote>\n<blockquote>\n The Company's QNX royalty revenue backlog was approximately $450 million at \n <b>the beginning of the first quarterof fiscal 2021</b>.\n</blockquote>\n<blockquote>\n Recent QNX release,linked here:\n</blockquote>\n<blockquote>\n BlackBerry also announced that BlackBerry QNX royalty revenue backlog has increased to $490 million at the \n <b>end of its first quarter of fiscal year2022</b>.\n</blockquote>\n<p>With the company's revenue base shrinking to a new low under this CEO, the rest of the income statement didn't look much better. Gross margins fell nearly 4 percentage points, while the operating loss excluding items jumped from $50 million to $62 million. The company matched Street non-GAAP loss estimates at a nickel per share. However, this was again due to a number of items that management excludes that are traditional expenses for companies like this, including stock-based compensation and intangibles amortization.</p>\n<p>For the quarter, cash burn came in at $35 million, $3 million more than the year-ago period. The value of equity on the balance sheet dropped another $48 million, and there is a larger holding value of intangibles and goodwill combined than there is equity. Total deferred revenue dropped again from $294 million to $265 million, which will further impact the company's ability for the top line to grow moving forward. Billings were also down on a year-over-year and sequential basis.</p>\n<p>I mentioned in my previous article that the biggest argument against the name right now is valuation. I compared BlackBerry to IBM (IBM), which itself has had revenue troubles as it transitions its legacy businesses to more current ones. Even if BlackBerry were worth three times IBM on a price to sales basis, BlackBerry would be worth about $10.51 more than a year out. I don't see anything in last week's report that really changes that number, and one could argue my previous revenue growth hope for the following fiscal year now needs to come down a bit. The recent \"reddit rally\" has also pushed the name well above its key technical levels as seen in the chart below (50-day in purple, 200-day in red).</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e0060206489ea2bfe405eae34646358\" tg-width=\"640\" tg-height=\"275\"><span>(Source: Yahoo! Finance)</span></p>\n<p>In the end, last week's earnings report showed that the revenue struggles at BlackBerry have not subsided. Another licensing pull-forward helped the overall numbers look okay, but the core business is not doing well overall. Management reduced its guidance for both the Cyber Security and IoT segments, signaling that this latest turnaround will take longer than expected. If the stock cannot hold on to its reddit crowd base, shares will likely continue to pull back to where the valuation should realistically be.</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>BlackBerry Revenue Struggle Continues</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\">\nBlackBerry Revenue Struggle Continues\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-28 15:55 GMT+8 <a href=https://seekingalpha.com/article/4436862-blackberry-revenue-struggle-continues><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nWhile top line beats, core business basically stagnating.\nOperating losses don't seem to be going away anytime soon.\nRecent rally won't hold if stock valued on fundamentals.\n\nGuirong Hao/...</p>\n\n<a href=\"https://seekingalpha.com/article/4436862-blackberry-revenue-struggle-continues\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://seekingalpha.com/article/4436862-blackberry-revenue-struggle-continues","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114821094","content_text":"Summary\n\nWhile top line beats, core business basically stagnating.\nOperating losses don't seem to be going away anytime soon.\nRecent rally won't hold if stock valued on fundamentals.\n\nGuirong Hao/iStock via Getty Images\nAfter the bell last Thursday, we received fiscal Q1 earnings results from BlackBerry (BB). While the company's shares have rallied at times recently, thanks to the retail trading mania, results have been rather poor. For the first quarter of its fiscal 2022 year, BlackBerry announced its lowest three-month revenue number under CEO John Chen. If this name loses the reddit fans that have propped up the stock, shares are likely to head lower as results just aren't there yet.\nIf you remember the company's previous earnings report, management discussed back in late March that it had entered negotiations for a potential sale of its patent portfolio. Thus, the revenue forecast for the Licensing segment was essentially reduced for the year, with the following commentary from management on that earnings call:\n\n However, appreciating that it will be useful to have an outlook for modeling purpose, the most conservative scenario in which sales, we modeled that sales does not happen or does not complete, full year licensing revenue will be in the region of $100 million. In this scenario, we assume that negotiation and regulatory review continue for the first half and therefore we expect revenue to be limited in the range of maybe $10 million to $15 million per quarter.\n\nFor the quarter, total revenues of $174 million came in about $3 million ahead of Street estimates. However, the composition of the revenue generated was not what many were hoping for. Licensing actually came in at $24 million, much higher than what estimates called for. As management stated on the conference call, some business came in earlier than expected. Just like many recent quarters that we've seen, the pull-forward in this segment made the overall quarter look less bad, and without this extra business, the top line would have easily missed estimates.\nThat revenue upside meant that the newly called Cyber Security and IoT segments only represented $150 million. The total on those two business lines was up a paltry $2 million over the prior year period, and down $18 million from Q1 2020. On the call, management said it expects cyber security revenue to come in at the low end of its previous guidance range for the full fiscal year. A good portion of BlackBerry's key metrics also weakened over the prior year period, as detailed in the graphic below.\n(Source: Q1 2021 earnings release, linked above)\nThe year-over-year numbers certainly aren't good, with annual recurring revenue down by $23 million. The dollar-based net retention rate has also dipped by 7 percentage points. Supporters will talk about the growth in the QNX backlog, and BlackBerry management said in the earnings release that this was a 9% year-over-year increase. That seems to be what the graphic is saying, but take a look at what was said in previous press releases (bold emphasis added). The following statements make that year-over-year growth rate seem not true, that this is actually a 5 quarter increase, taking a good chunk of that growth rate away.\n\n Fiscal Q1 2021 Document,linked here:\n\n\n The Company's QNX royalty revenue backlog was approximately $450 million at \n the beginning of the first quarterof fiscal 2021.\n\n\n Recent QNX release,linked here:\n\n\n BlackBerry also announced that BlackBerry QNX royalty revenue backlog has increased to $490 million at the \n end of its first quarter of fiscal year2022.\n\nWith the company's revenue base shrinking to a new low under this CEO, the rest of the income statement didn't look much better. Gross margins fell nearly 4 percentage points, while the operating loss excluding items jumped from $50 million to $62 million. The company matched Street non-GAAP loss estimates at a nickel per share. However, this was again due to a number of items that management excludes that are traditional expenses for companies like this, including stock-based compensation and intangibles amortization.\nFor the quarter, cash burn came in at $35 million, $3 million more than the year-ago period. The value of equity on the balance sheet dropped another $48 million, and there is a larger holding value of intangibles and goodwill combined than there is equity. Total deferred revenue dropped again from $294 million to $265 million, which will further impact the company's ability for the top line to grow moving forward. Billings were also down on a year-over-year and sequential basis.\nI mentioned in my previous article that the biggest argument against the name right now is valuation. I compared BlackBerry to IBM (IBM), which itself has had revenue troubles as it transitions its legacy businesses to more current ones. Even if BlackBerry were worth three times IBM on a price to sales basis, BlackBerry would be worth about $10.51 more than a year out. I don't see anything in last week's report that really changes that number, and one could argue my previous revenue growth hope for the following fiscal year now needs to come down a bit. The recent \"reddit rally\" has also pushed the name well above its key technical levels as seen in the chart below (50-day in purple, 200-day in red).\n(Source: Yahoo! Finance)\nIn the end, last week's earnings report showed that the revenue struggles at BlackBerry have not subsided. Another licensing pull-forward helped the overall numbers look okay, but the core business is not doing well overall. Management reduced its guidance for both the Cyber Security and IoT segments, signaling that this latest turnaround will take longer than expected. If the stock cannot hold on to its reddit crowd base, shares will likely continue to pull back to where the valuation should realistically be.","news_type":1},"isVote":1,"tweetType":1,"viewCount":425,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":150977685,"gmtCreate":1624885513547,"gmtModify":1633947534105,"author":{"id":"3586645383408318","authorId":"3586645383408318","name":"NicLHT88","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586645383408318","authorIdStr":"3586645383408318"},"themes":[],"htmlText":"Great ","listText":"Great ","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/150977685","repostId":"1188792122","repostType":4,"repost":{"id":"1188792122","kind":"news","pubTimestamp":1624868413,"share":"https://www.laohu8.com/m/news/1188792122?lang=&edition=full","pubTime":"2021-06-28 16:20","market":"us","language":"en","title":"The Outlook of Coupang Stock Is Quite Strong","url":"https://stock-news.laohu8.com/highlight/detail?id=1188792122","media":"InvestorPlace","summary":"CPNG stock can double or triple over the next two to three years","content":"<p><b>Coupang</b>(NYSE:<b><u>CPNG</u></b>), a leading South Korean e-commerce company, has developed attractive new services and has decided to expand to multiple, new geographic markets. As a result, I expect CPNG stock to meaningfully outperform the market over the longer term.</p>\n<p>What’s more, Coupang’s decision to enter the third-party logistics market should be very positive for its shares, while the company’s valuation appears to have significant room to expand.</p>\n<p><b>Impressive New Services and Important New Markets</b></p>\n<p>Among the relatively unique services the company is offering are overnight and same-day deliveries, deliveries without boxes (the company places 75% of its products “in a simple sleeve”), and returns without packaging or mailing (customers can return products by simply placing them outside their front doors.) Additionally, Coupang reportedly fulfills all orders on the day after they are made.</p>\n<p>Taken together, I believe that these services, which Coupang has worked hard to implement, give the company important competitive advantages.</p>\n<p>With these competitive advantages, Coupang should be able to quickly gain market share in the countries that it’s reportedly looking to enter: Japan, Singapore, and Malaysia. (In my previous column on CPNG stock, I had predicted that the e-commerce company would look to enter new markets).</p>\n<p>These countries all have important, positive attributes for Coupang. Singapore is wealthy and has high population density, allowing products to be delivered very quickly. Neither of the e-commerce gorillas {<b>Amazon</b>(NASDAQ:<b><u>AMZN</u></b>) and <b>Alibaba</b>(NYSE:<b><u>BABA</u></b>)} has footholds there.</p>\n<p>Japan has a large, wealthy population and Japan’s <b>Softbank</b>(OTC:<b><u>SFTBY</u></b>), a major investor in Coupang, should be able to help the South Korean company succeed there. Malaysia is home to nearly 32 million people and has a high population density, while neither Alibaba nor Amazon has commanding market share there.</p>\n<p><b>The Third-Party Logistics Business Is Likely to Be a Strong Catalyst</b></p>\n<p>Given Coupang’s ability to deliver all of its packages by the next day, I’m sure that the company’s logistics operation is quite impressive. Therefore, the South Korean government’s approval earlier this year of Coupang’s application to offer delivery services to other companies should ultimately meaningfully boost the e-commerce giant’s top and bottom lines. In the future, Coupang should be able to offer logistics services to other companies in countries besides South Korea.</p>\n<p>Worth noting is that <b>JD.com</b>(NASDAQ:<b><u>JD</u></b>), which has become one of China’s most successful e-commerce companies, has also built up a very successful third-party logistics service. Moreover, JD stock has jumped over 150% in the last two years.</p>\n<p><b>Profitability Will Come and the Big Money Is Bullish</b></p>\n<p>JD.com, which, like Coupang, is a rapidly growing e-0commerce company with a strong logistics business, reported earnings from continuing operations of $7.56 billion in 2020, versus losses of $1.19 billion and $407 million in 2015 and 2018, respectively.</p>\n<p>As Coupang expands geographically grows its logistics business, and its costs as a percentage of its revenue drop, I expect it to follow a similar path.</p>\n<p>Meanwhile, somewhat validating Coupang’s business and outlook, multiple huge investors hold large amounts of CPNG stock. For example, as of March, Softbank had a 37% stake in the company, while the investment fund of well-known investor Stanley Druckenmiller recently bought 714,000 shares of Coupang.</p>\n<p>Also adding new stakes in Coupang recently were the Bill & Melinda Gates Foundation,and Saudi Capital.</p>\n<p><b>Valuation and the Bottom Line on CPNG Stock</b></p>\n<p>Coupang has a market capitalization of $67.66 billion, versus $116 billion for JD, $592 billion for Alibaba, and $1.76 trillion for Amazon.</p>\n<p>Given that disparity and Coupang’s multiple, strong positive catalysts, I believe that CPNG stock could easily double or triple over the next two to three years. Consequently, I recommend that longer-term growth investors buy the company’s shares at this point.</p>\n<p>I had been cautious on CPNG stock in my previous column. But given the company’s apparent decision to actually enter new markets, including Japan, the strength of its logistics business, its special services, and the fact that it’s going to start providing logistics services to other companies. –all of which iIve just learned about — my view of the shares has become much more bullish.</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>The Outlook of Coupang Stock Is Quite Strong</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\">\nThe Outlook of Coupang Stock Is Quite Strong\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-28 16:20 GMT+8 <a href=https://investorplace.com/2021/06/the-outlook-of-coupang-stock-is-quite-strong/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Coupang(NYSE:CPNG), a leading South Korean e-commerce company, has developed attractive new services and has decided to expand to multiple, new geographic markets. As a result, I expect CPNG stock ...</p>\n\n<a href=\"https://investorplace.com/2021/06/the-outlook-of-coupang-stock-is-quite-strong/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://investorplace.com/2021/06/the-outlook-of-coupang-stock-is-quite-strong/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188792122","content_text":"Coupang(NYSE:CPNG), a leading South Korean e-commerce company, has developed attractive new services and has decided to expand to multiple, new geographic markets. As a result, I expect CPNG stock to meaningfully outperform the market over the longer term.\nWhat’s more, Coupang’s decision to enter the third-party logistics market should be very positive for its shares, while the company’s valuation appears to have significant room to expand.\nImpressive New Services and Important New Markets\nAmong the relatively unique services the company is offering are overnight and same-day deliveries, deliveries without boxes (the company places 75% of its products “in a simple sleeve”), and returns without packaging or mailing (customers can return products by simply placing them outside their front doors.) Additionally, Coupang reportedly fulfills all orders on the day after they are made.\nTaken together, I believe that these services, which Coupang has worked hard to implement, give the company important competitive advantages.\nWith these competitive advantages, Coupang should be able to quickly gain market share in the countries that it’s reportedly looking to enter: Japan, Singapore, and Malaysia. (In my previous column on CPNG stock, I had predicted that the e-commerce company would look to enter new markets).\nThese countries all have important, positive attributes for Coupang. Singapore is wealthy and has high population density, allowing products to be delivered very quickly. Neither of the e-commerce gorillas {Amazon(NASDAQ:AMZN) and Alibaba(NYSE:BABA)} has footholds there.\nJapan has a large, wealthy population and Japan’s Softbank(OTC:SFTBY), a major investor in Coupang, should be able to help the South Korean company succeed there. Malaysia is home to nearly 32 million people and has a high population density, while neither Alibaba nor Amazon has commanding market share there.\nThe Third-Party Logistics Business Is Likely to Be a Strong Catalyst\nGiven Coupang’s ability to deliver all of its packages by the next day, I’m sure that the company’s logistics operation is quite impressive. Therefore, the South Korean government’s approval earlier this year of Coupang’s application to offer delivery services to other companies should ultimately meaningfully boost the e-commerce giant’s top and bottom lines. In the future, Coupang should be able to offer logistics services to other companies in countries besides South Korea.\nWorth noting is that JD.com(NASDAQ:JD), which has become one of China’s most successful e-commerce companies, has also built up a very successful third-party logistics service. Moreover, JD stock has jumped over 150% in the last two years.\nProfitability Will Come and the Big Money Is Bullish\nJD.com, which, like Coupang, is a rapidly growing e-0commerce company with a strong logistics business, reported earnings from continuing operations of $7.56 billion in 2020, versus losses of $1.19 billion and $407 million in 2015 and 2018, respectively.\nAs Coupang expands geographically grows its logistics business, and its costs as a percentage of its revenue drop, I expect it to follow a similar path.\nMeanwhile, somewhat validating Coupang’s business and outlook, multiple huge investors hold large amounts of CPNG stock. For example, as of March, Softbank had a 37% stake in the company, while the investment fund of well-known investor Stanley Druckenmiller recently bought 714,000 shares of Coupang.\nAlso adding new stakes in Coupang recently were the Bill & Melinda Gates Foundation,and Saudi Capital.\nValuation and the Bottom Line on CPNG Stock\nCoupang has a market capitalization of $67.66 billion, versus $116 billion for JD, $592 billion for Alibaba, and $1.76 trillion for Amazon.\nGiven that disparity and Coupang’s multiple, strong positive catalysts, I believe that CPNG stock could easily double or triple over the next two to three years. Consequently, I recommend that longer-term growth investors buy the company’s shares at this point.\nI had been cautious on CPNG stock in my previous column. But given the company’s apparent decision to actually enter new markets, including Japan, the strength of its logistics business, its special services, and the fact that it’s going to start providing logistics services to other companies. –all of which iIve just learned about — my view of the shares has become much more bullish.","news_type":1},"isVote":1,"tweetType":1,"viewCount":519,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":150974790,"gmtCreate":1624885472310,"gmtModify":1633947534597,"author":{"id":"3586645383408318","authorId":"3586645383408318","name":"NicLHT88","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586645383408318","authorIdStr":"3586645383408318"},"themes":[],"htmlText":"🚀","listText":"🚀","text":"🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/150974790","repostId":"1126982912","repostType":4,"isVote":1,"tweetType":1,"viewCount":673,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":150974930,"gmtCreate":1624885411120,"gmtModify":1633947535432,"author":{"id":"3586645383408318","authorId":"3586645383408318","name":"NicLHT88","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586645383408318","authorIdStr":"3586645383408318"},"themes":[],"htmlText":"🚀🚀🚀🚀","listText":"🚀🚀🚀🚀","text":"🚀🚀🚀🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/150974930","repostId":"1164912248","repostType":4,"isVote":1,"tweetType":1,"viewCount":700,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":124212710,"gmtCreate":1624766721230,"gmtModify":1633948861191,"author":{"id":"3586645383408318","authorId":"3586645383408318","name":"NicLHT88","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586645383408318","authorIdStr":"3586645383408318"},"themes":[],"htmlText":"Great! ","listText":"Great! ","text":"Great!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/124212710","repostId":"2146090006","repostType":4,"isVote":1,"tweetType":1,"viewCount":617,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":150974930,"gmtCreate":1624885411120,"gmtModify":1633947535432,"author":{"id":"3586645383408318","authorId":"3586645383408318","name":"NicLHT88","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586645383408318","authorIdStr":"3586645383408318"},"themes":[],"htmlText":"🚀🚀🚀🚀","listText":"🚀🚀🚀🚀","text":"🚀🚀🚀🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/150974930","repostId":"1164912248","repostType":4,"isVote":1,"tweetType":1,"viewCount":700,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":124212710,"gmtCreate":1624766721230,"gmtModify":1633948861191,"author":{"id":"3586645383408318","authorId":"3586645383408318","name":"NicLHT88","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586645383408318","authorIdStr":"3586645383408318"},"themes":[],"htmlText":"Great! ","listText":"Great! ","text":"Great!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/124212710","repostId":"2146090006","repostType":4,"isVote":1,"tweetType":1,"viewCount":617,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":158683588,"gmtCreate":1625147725544,"gmtModify":1633944266256,"author":{"id":"3586645383408318","authorId":"3586645383408318","name":"NicLHT88","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586645383408318","authorIdStr":"3586645383408318"},"themes":[],"htmlText":"No limit of the top lines?? ","listText":"No limit of the top lines?? ","text":"No limit of the top lines??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/158683588","repostId":"1117904279","repostType":4,"isVote":1,"tweetType":1,"viewCount":820,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":158680124,"gmtCreate":1625147664868,"gmtModify":1633944267752,"author":{"id":"3586645383408318","authorId":"3586645383408318","name":"NicLHT88","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586645383408318","authorIdStr":"3586645383408318"},"themes":[],"htmlText":"😂 😂 😂 Ok","listText":"😂 😂 😂 Ok","text":"😂 😂 😂 Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/158680124","repostId":"1100462654","repostType":4,"repost":{"id":"1100462654","kind":"news","pubTimestamp":1625142600,"share":"https://www.laohu8.com/m/news/1100462654?lang=&edition=full","pubTime":"2021-07-01 20:30","market":"us","language":"en","title":"NIO’s June Deliveries Were Impressive. It’s Good News for EV Makers.","url":"https://stock-news.laohu8.com/highlight/detail?id=1100462654","media":"Barrons","summary":"The Chinese electric- vehicle maker NIO delivered a record number of cars in June, sending the stock","content":"<p>The Chinese electric- vehicle maker NIO delivered a record number of cars in June, sending the stock higher again. Shares of other EV makers selling in China, from Tesla to Li Auto, should benefit from the news.</p>\n<p>NIO (ticker: NIO) reported 8,083 vehicle deliveries for June, up from 6,711 in May, marking the first time monthly deliveries cracked the 8,000 mark. For the second quarter, NIO delivered just under 22,000 cars, the high end of the range the company predicted at the beginning of June.</p>\n<p>It’s a good result. Not only does it demonstrate that NIO’s production capacity is continuing to grow, it shows demand for EVs in China remains strong. The delivery figure also strengthens the case that the semiconductor shortage that limited global automotive production in the first half of 2021 is starting to fade. The latter two conclusions are good news for all EV manufacturers.</p>\n<p>NIO stock was up 2.8% in premarket trading. Futures on the S&P 500 and Dow Jones Industrial Average,meanwhile, are close to flat.</p>\n<p>Investors and traders have been anticipating a good delivery result. NIO stock rose 38% in June and is up 18% week to date. Citigroup analyst Jeff Chung increased his target for NIO’s stock price Wednesday to $72 a share, partly because he saw strong demand for EVs.</p>\n<p>Recent gains have pushed the stock back into positive territory for the year. NIO stock is now up 9% year to date, though it is still down about 21% from its January 52-week high of about $67.</p>\n<p>The gains have pushed NIO’s market capitalization to about $87 billion, putting it past General Motors(GM) and its $86 billion capitalization.</p>\n<p>NIO hasn’t offered a forecast for NIO’s full-year deliveries, but Citi’s Chung, however, expects NIO to delivery about 93,000 vehicles in 2020. He says deliveries should increase sequentially in the third and fourth quarters of 2021. For the first half of 2021, NIO delivered almost 42,000 cars.</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>NIO’s June Deliveries Were Impressive. It’s Good News for EV Makers.</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\">\nNIO’s June Deliveries Were Impressive. It’s Good News for EV Makers.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-01 20:30 GMT+8 <a href=https://www.barrons.com/articles/nios-ev-stock-june-deliveries-51625141190?mod=hp_LATEST><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Chinese electric- vehicle maker NIO delivered a record number of cars in June, sending the stock higher again. Shares of other EV makers selling in China, from Tesla to Li Auto, should benefit ...</p>\n\n<a href=\"https://www.barrons.com/articles/nios-ev-stock-june-deliveries-51625141190?mod=hp_LATEST\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://www.barrons.com/articles/nios-ev-stock-june-deliveries-51625141190?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100462654","content_text":"The Chinese electric- vehicle maker NIO delivered a record number of cars in June, sending the stock higher again. Shares of other EV makers selling in China, from Tesla to Li Auto, should benefit from the news.\nNIO (ticker: NIO) reported 8,083 vehicle deliveries for June, up from 6,711 in May, marking the first time monthly deliveries cracked the 8,000 mark. For the second quarter, NIO delivered just under 22,000 cars, the high end of the range the company predicted at the beginning of June.\nIt’s a good result. Not only does it demonstrate that NIO’s production capacity is continuing to grow, it shows demand for EVs in China remains strong. The delivery figure also strengthens the case that the semiconductor shortage that limited global automotive production in the first half of 2021 is starting to fade. The latter two conclusions are good news for all EV manufacturers.\nNIO stock was up 2.8% in premarket trading. Futures on the S&P 500 and Dow Jones Industrial Average,meanwhile, are close to flat.\nInvestors and traders have been anticipating a good delivery result. NIO stock rose 38% in June and is up 18% week to date. Citigroup analyst Jeff Chung increased his target for NIO’s stock price Wednesday to $72 a share, partly because he saw strong demand for EVs.\nRecent gains have pushed the stock back into positive territory for the year. NIO stock is now up 9% year to date, though it is still down about 21% from its January 52-week high of about $67.\nThe gains have pushed NIO’s market capitalization to about $87 billion, putting it past General Motors(GM) and its $86 billion capitalization.\nNIO hasn’t offered a forecast for NIO’s full-year deliveries, but Citi’s Chung, however, expects NIO to delivery about 93,000 vehicles in 2020. He says deliveries should increase sequentially in the third and fourth quarters of 2021. For the first half of 2021, NIO delivered almost 42,000 cars.","news_type":1},"isVote":1,"tweetType":1,"viewCount":570,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":150300957,"gmtCreate":1624885577579,"gmtModify":1633947533639,"author":{"id":"3586645383408318","authorId":"3586645383408318","name":"NicLHT88","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586645383408318","authorIdStr":"3586645383408318"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/150300957","repostId":"1114821094","repostType":2,"repost":{"id":"1114821094","kind":"news","pubTimestamp":1624866948,"share":"https://www.laohu8.com/m/news/1114821094?lang=&edition=full","pubTime":"2021-06-28 15:55","market":"us","language":"en","title":"BlackBerry Revenue Struggle Continues","url":"https://stock-news.laohu8.com/highlight/detail?id=1114821094","media":"seekingalpha","summary":"Summary\n\nWhile top line beats, core business basically stagnating.\nOperating losses don't seem to be","content":"<p><b>Summary</b></p>\n<ul>\n <li>While top line beats, core business basically stagnating.</li>\n <li>Operating losses don't seem to be going away anytime soon.</li>\n <li>Recent rally won't hold if stock valued on fundamentals.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/edb0094dfdedbde038d5b19e46b477f1\" tg-width=\"768\" tg-height=\"597\"><span>Guirong Hao/iStock via Getty Images</span></p>\n<p>After the bell last Thursday, we received fiscal Q1 earnings results from BlackBerry (BB). While the company's shares have rallied at times recently, thanks to the retail trading mania, results have been rather poor. For the first quarter of its fiscal 2022 year, BlackBerry announced its lowest three-month revenue number under CEO John Chen. If this name loses the reddit fans that have propped up the stock, shares are likely to head lower as results just aren't there yet.</p>\n<p>If you remember the company's previous earnings report, management discussed back in late March that it had entered negotiations for a potential sale of its patent portfolio. Thus, the revenue forecast for the Licensing segment was essentially reduced for the year, with the following commentary from management on that earnings call:</p>\n<blockquote>\n However, appreciating that it will be useful to have an outlook for modeling purpose, the most conservative scenario in which sales, we modeled that sales does not happen or does not complete, full year licensing revenue will be in the region of $100 million. In this scenario, we assume that negotiation and regulatory review continue for the first half and therefore we expect revenue to be limited in the range of maybe $10 million to $15 million per quarter.\n</blockquote>\n<p>For the quarter, total revenues of $174 million came in about $3 million ahead of Street estimates. However, the composition of the revenue generated was not what many were hoping for. Licensing actually came in at $24 million, much higher than what estimates called for. As management stated on the conference call, some business came in earlier than expected. Just like many recent quarters that we've seen, the pull-forward in this segment made the overall quarter look less bad, and without this extra business, the top line would have easily missed estimates.</p>\n<p>That revenue upside meant that the newly called Cyber Security and IoT segments only represented $150 million. The total on those two business lines was up a paltry $2 million over the prior year period, and down $18 million from Q1 2020. On the call, management said it expects cyber security revenue to come in at the low end of its previous guidance range for the full fiscal year. A good portion of BlackBerry's key metrics also weakened over the prior year period, as detailed in the graphic below.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/82ba0e5502df8810761def4deddeb053\" tg-width=\"570\" tg-height=\"145\"><span>(Source: Q1 2021 earnings release, linked above)</span></p>\n<p>The year-over-year numbers certainly aren't good, with annual recurring revenue down by $23 million. The dollar-based net retention rate has also dipped by 7 percentage points. Supporters will talk about the growth in the QNX backlog, and BlackBerry management said in the earnings release that this was a 9% year-over-year increase. That seems to be what the graphic is saying, but take a look at what was said in previous press releases (bold emphasis added). The following statements make that year-over-year growth rate seem not true, that this is actually a 5 quarter increase, taking a good chunk of that growth rate away.</p>\n<blockquote>\n Fiscal Q1 2021 Document,linked here:\n</blockquote>\n<blockquote>\n The Company's QNX royalty revenue backlog was approximately $450 million at \n <b>the beginning of the first quarterof fiscal 2021</b>.\n</blockquote>\n<blockquote>\n Recent QNX release,linked here:\n</blockquote>\n<blockquote>\n BlackBerry also announced that BlackBerry QNX royalty revenue backlog has increased to $490 million at the \n <b>end of its first quarter of fiscal year2022</b>.\n</blockquote>\n<p>With the company's revenue base shrinking to a new low under this CEO, the rest of the income statement didn't look much better. Gross margins fell nearly 4 percentage points, while the operating loss excluding items jumped from $50 million to $62 million. The company matched Street non-GAAP loss estimates at a nickel per share. However, this was again due to a number of items that management excludes that are traditional expenses for companies like this, including stock-based compensation and intangibles amortization.</p>\n<p>For the quarter, cash burn came in at $35 million, $3 million more than the year-ago period. The value of equity on the balance sheet dropped another $48 million, and there is a larger holding value of intangibles and goodwill combined than there is equity. Total deferred revenue dropped again from $294 million to $265 million, which will further impact the company's ability for the top line to grow moving forward. Billings were also down on a year-over-year and sequential basis.</p>\n<p>I mentioned in my previous article that the biggest argument against the name right now is valuation. I compared BlackBerry to IBM (IBM), which itself has had revenue troubles as it transitions its legacy businesses to more current ones. Even if BlackBerry were worth three times IBM on a price to sales basis, BlackBerry would be worth about $10.51 more than a year out. I don't see anything in last week's report that really changes that number, and one could argue my previous revenue growth hope for the following fiscal year now needs to come down a bit. The recent \"reddit rally\" has also pushed the name well above its key technical levels as seen in the chart below (50-day in purple, 200-day in red).</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e0060206489ea2bfe405eae34646358\" tg-width=\"640\" tg-height=\"275\"><span>(Source: Yahoo! Finance)</span></p>\n<p>In the end, last week's earnings report showed that the revenue struggles at BlackBerry have not subsided. Another licensing pull-forward helped the overall numbers look okay, but the core business is not doing well overall. Management reduced its guidance for both the Cyber Security and IoT segments, signaling that this latest turnaround will take longer than expected. If the stock cannot hold on to its reddit crowd base, shares will likely continue to pull back to where the valuation should realistically be.</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>BlackBerry Revenue Struggle Continues</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\">\nBlackBerry Revenue Struggle Continues\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-28 15:55 GMT+8 <a href=https://seekingalpha.com/article/4436862-blackberry-revenue-struggle-continues><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nWhile top line beats, core business basically stagnating.\nOperating losses don't seem to be going away anytime soon.\nRecent rally won't hold if stock valued on fundamentals.\n\nGuirong Hao/...</p>\n\n<a href=\"https://seekingalpha.com/article/4436862-blackberry-revenue-struggle-continues\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://seekingalpha.com/article/4436862-blackberry-revenue-struggle-continues","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114821094","content_text":"Summary\n\nWhile top line beats, core business basically stagnating.\nOperating losses don't seem to be going away anytime soon.\nRecent rally won't hold if stock valued on fundamentals.\n\nGuirong Hao/iStock via Getty Images\nAfter the bell last Thursday, we received fiscal Q1 earnings results from BlackBerry (BB). While the company's shares have rallied at times recently, thanks to the retail trading mania, results have been rather poor. For the first quarter of its fiscal 2022 year, BlackBerry announced its lowest three-month revenue number under CEO John Chen. If this name loses the reddit fans that have propped up the stock, shares are likely to head lower as results just aren't there yet.\nIf you remember the company's previous earnings report, management discussed back in late March that it had entered negotiations for a potential sale of its patent portfolio. Thus, the revenue forecast for the Licensing segment was essentially reduced for the year, with the following commentary from management on that earnings call:\n\n However, appreciating that it will be useful to have an outlook for modeling purpose, the most conservative scenario in which sales, we modeled that sales does not happen or does not complete, full year licensing revenue will be in the region of $100 million. In this scenario, we assume that negotiation and regulatory review continue for the first half and therefore we expect revenue to be limited in the range of maybe $10 million to $15 million per quarter.\n\nFor the quarter, total revenues of $174 million came in about $3 million ahead of Street estimates. However, the composition of the revenue generated was not what many were hoping for. Licensing actually came in at $24 million, much higher than what estimates called for. As management stated on the conference call, some business came in earlier than expected. Just like many recent quarters that we've seen, the pull-forward in this segment made the overall quarter look less bad, and without this extra business, the top line would have easily missed estimates.\nThat revenue upside meant that the newly called Cyber Security and IoT segments only represented $150 million. The total on those two business lines was up a paltry $2 million over the prior year period, and down $18 million from Q1 2020. On the call, management said it expects cyber security revenue to come in at the low end of its previous guidance range for the full fiscal year. A good portion of BlackBerry's key metrics also weakened over the prior year period, as detailed in the graphic below.\n(Source: Q1 2021 earnings release, linked above)\nThe year-over-year numbers certainly aren't good, with annual recurring revenue down by $23 million. The dollar-based net retention rate has also dipped by 7 percentage points. Supporters will talk about the growth in the QNX backlog, and BlackBerry management said in the earnings release that this was a 9% year-over-year increase. That seems to be what the graphic is saying, but take a look at what was said in previous press releases (bold emphasis added). The following statements make that year-over-year growth rate seem not true, that this is actually a 5 quarter increase, taking a good chunk of that growth rate away.\n\n Fiscal Q1 2021 Document,linked here:\n\n\n The Company's QNX royalty revenue backlog was approximately $450 million at \n the beginning of the first quarterof fiscal 2021.\n\n\n Recent QNX release,linked here:\n\n\n BlackBerry also announced that BlackBerry QNX royalty revenue backlog has increased to $490 million at the \n end of its first quarter of fiscal year2022.\n\nWith the company's revenue base shrinking to a new low under this CEO, the rest of the income statement didn't look much better. Gross margins fell nearly 4 percentage points, while the operating loss excluding items jumped from $50 million to $62 million. The company matched Street non-GAAP loss estimates at a nickel per share. However, this was again due to a number of items that management excludes that are traditional expenses for companies like this, including stock-based compensation and intangibles amortization.\nFor the quarter, cash burn came in at $35 million, $3 million more than the year-ago period. The value of equity on the balance sheet dropped another $48 million, and there is a larger holding value of intangibles and goodwill combined than there is equity. Total deferred revenue dropped again from $294 million to $265 million, which will further impact the company's ability for the top line to grow moving forward. Billings were also down on a year-over-year and sequential basis.\nI mentioned in my previous article that the biggest argument against the name right now is valuation. I compared BlackBerry to IBM (IBM), which itself has had revenue troubles as it transitions its legacy businesses to more current ones. Even if BlackBerry were worth three times IBM on a price to sales basis, BlackBerry would be worth about $10.51 more than a year out. I don't see anything in last week's report that really changes that number, and one could argue my previous revenue growth hope for the following fiscal year now needs to come down a bit. The recent \"reddit rally\" has also pushed the name well above its key technical levels as seen in the chart below (50-day in purple, 200-day in red).\n(Source: Yahoo! Finance)\nIn the end, last week's earnings report showed that the revenue struggles at BlackBerry have not subsided. Another licensing pull-forward helped the overall numbers look okay, but the core business is not doing well overall. Management reduced its guidance for both the Cyber Security and IoT segments, signaling that this latest turnaround will take longer than expected. If the stock cannot hold on to its reddit crowd base, shares will likely continue to pull back to where the valuation should realistically be.","news_type":1},"isVote":1,"tweetType":1,"viewCount":425,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":150977685,"gmtCreate":1624885513547,"gmtModify":1633947534105,"author":{"id":"3586645383408318","authorId":"3586645383408318","name":"NicLHT88","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586645383408318","authorIdStr":"3586645383408318"},"themes":[],"htmlText":"Great ","listText":"Great ","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/150977685","repostId":"1188792122","repostType":4,"repost":{"id":"1188792122","kind":"news","pubTimestamp":1624868413,"share":"https://www.laohu8.com/m/news/1188792122?lang=&edition=full","pubTime":"2021-06-28 16:20","market":"us","language":"en","title":"The Outlook of Coupang Stock Is Quite Strong","url":"https://stock-news.laohu8.com/highlight/detail?id=1188792122","media":"InvestorPlace","summary":"CPNG stock can double or triple over the next two to three years","content":"<p><b>Coupang</b>(NYSE:<b><u>CPNG</u></b>), a leading South Korean e-commerce company, has developed attractive new services and has decided to expand to multiple, new geographic markets. As a result, I expect CPNG stock to meaningfully outperform the market over the longer term.</p>\n<p>What’s more, Coupang’s decision to enter the third-party logistics market should be very positive for its shares, while the company’s valuation appears to have significant room to expand.</p>\n<p><b>Impressive New Services and Important New Markets</b></p>\n<p>Among the relatively unique services the company is offering are overnight and same-day deliveries, deliveries without boxes (the company places 75% of its products “in a simple sleeve”), and returns without packaging or mailing (customers can return products by simply placing them outside their front doors.) Additionally, Coupang reportedly fulfills all orders on the day after they are made.</p>\n<p>Taken together, I believe that these services, which Coupang has worked hard to implement, give the company important competitive advantages.</p>\n<p>With these competitive advantages, Coupang should be able to quickly gain market share in the countries that it’s reportedly looking to enter: Japan, Singapore, and Malaysia. (In my previous column on CPNG stock, I had predicted that the e-commerce company would look to enter new markets).</p>\n<p>These countries all have important, positive attributes for Coupang. Singapore is wealthy and has high population density, allowing products to be delivered very quickly. Neither of the e-commerce gorillas {<b>Amazon</b>(NASDAQ:<b><u>AMZN</u></b>) and <b>Alibaba</b>(NYSE:<b><u>BABA</u></b>)} has footholds there.</p>\n<p>Japan has a large, wealthy population and Japan’s <b>Softbank</b>(OTC:<b><u>SFTBY</u></b>), a major investor in Coupang, should be able to help the South Korean company succeed there. Malaysia is home to nearly 32 million people and has a high population density, while neither Alibaba nor Amazon has commanding market share there.</p>\n<p><b>The Third-Party Logistics Business Is Likely to Be a Strong Catalyst</b></p>\n<p>Given Coupang’s ability to deliver all of its packages by the next day, I’m sure that the company’s logistics operation is quite impressive. Therefore, the South Korean government’s approval earlier this year of Coupang’s application to offer delivery services to other companies should ultimately meaningfully boost the e-commerce giant’s top and bottom lines. In the future, Coupang should be able to offer logistics services to other companies in countries besides South Korea.</p>\n<p>Worth noting is that <b>JD.com</b>(NASDAQ:<b><u>JD</u></b>), which has become one of China’s most successful e-commerce companies, has also built up a very successful third-party logistics service. Moreover, JD stock has jumped over 150% in the last two years.</p>\n<p><b>Profitability Will Come and the Big Money Is Bullish</b></p>\n<p>JD.com, which, like Coupang, is a rapidly growing e-0commerce company with a strong logistics business, reported earnings from continuing operations of $7.56 billion in 2020, versus losses of $1.19 billion and $407 million in 2015 and 2018, respectively.</p>\n<p>As Coupang expands geographically grows its logistics business, and its costs as a percentage of its revenue drop, I expect it to follow a similar path.</p>\n<p>Meanwhile, somewhat validating Coupang’s business and outlook, multiple huge investors hold large amounts of CPNG stock. For example, as of March, Softbank had a 37% stake in the company, while the investment fund of well-known investor Stanley Druckenmiller recently bought 714,000 shares of Coupang.</p>\n<p>Also adding new stakes in Coupang recently were the Bill & Melinda Gates Foundation,and Saudi Capital.</p>\n<p><b>Valuation and the Bottom Line on CPNG Stock</b></p>\n<p>Coupang has a market capitalization of $67.66 billion, versus $116 billion for JD, $592 billion for Alibaba, and $1.76 trillion for Amazon.</p>\n<p>Given that disparity and Coupang’s multiple, strong positive catalysts, I believe that CPNG stock could easily double or triple over the next two to three years. Consequently, I recommend that longer-term growth investors buy the company’s shares at this point.</p>\n<p>I had been cautious on CPNG stock in my previous column. But given the company’s apparent decision to actually enter new markets, including Japan, the strength of its logistics business, its special services, and the fact that it’s going to start providing logistics services to other companies. –all of which iIve just learned about — my view of the shares has become much more bullish.</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>The Outlook of Coupang Stock Is Quite Strong</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\">\nThe Outlook of Coupang Stock Is Quite Strong\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-28 16:20 GMT+8 <a href=https://investorplace.com/2021/06/the-outlook-of-coupang-stock-is-quite-strong/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Coupang(NYSE:CPNG), a leading South Korean e-commerce company, has developed attractive new services and has decided to expand to multiple, new geographic markets. As a result, I expect CPNG stock ...</p>\n\n<a href=\"https://investorplace.com/2021/06/the-outlook-of-coupang-stock-is-quite-strong/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://investorplace.com/2021/06/the-outlook-of-coupang-stock-is-quite-strong/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188792122","content_text":"Coupang(NYSE:CPNG), a leading South Korean e-commerce company, has developed attractive new services and has decided to expand to multiple, new geographic markets. As a result, I expect CPNG stock to meaningfully outperform the market over the longer term.\nWhat’s more, Coupang’s decision to enter the third-party logistics market should be very positive for its shares, while the company’s valuation appears to have significant room to expand.\nImpressive New Services and Important New Markets\nAmong the relatively unique services the company is offering are overnight and same-day deliveries, deliveries without boxes (the company places 75% of its products “in a simple sleeve”), and returns without packaging or mailing (customers can return products by simply placing them outside their front doors.) Additionally, Coupang reportedly fulfills all orders on the day after they are made.\nTaken together, I believe that these services, which Coupang has worked hard to implement, give the company important competitive advantages.\nWith these competitive advantages, Coupang should be able to quickly gain market share in the countries that it’s reportedly looking to enter: Japan, Singapore, and Malaysia. (In my previous column on CPNG stock, I had predicted that the e-commerce company would look to enter new markets).\nThese countries all have important, positive attributes for Coupang. Singapore is wealthy and has high population density, allowing products to be delivered very quickly. Neither of the e-commerce gorillas {Amazon(NASDAQ:AMZN) and Alibaba(NYSE:BABA)} has footholds there.\nJapan has a large, wealthy population and Japan’s Softbank(OTC:SFTBY), a major investor in Coupang, should be able to help the South Korean company succeed there. Malaysia is home to nearly 32 million people and has a high population density, while neither Alibaba nor Amazon has commanding market share there.\nThe Third-Party Logistics Business Is Likely to Be a Strong Catalyst\nGiven Coupang’s ability to deliver all of its packages by the next day, I’m sure that the company’s logistics operation is quite impressive. Therefore, the South Korean government’s approval earlier this year of Coupang’s application to offer delivery services to other companies should ultimately meaningfully boost the e-commerce giant’s top and bottom lines. In the future, Coupang should be able to offer logistics services to other companies in countries besides South Korea.\nWorth noting is that JD.com(NASDAQ:JD), which has become one of China’s most successful e-commerce companies, has also built up a very successful third-party logistics service. Moreover, JD stock has jumped over 150% in the last two years.\nProfitability Will Come and the Big Money Is Bullish\nJD.com, which, like Coupang, is a rapidly growing e-0commerce company with a strong logistics business, reported earnings from continuing operations of $7.56 billion in 2020, versus losses of $1.19 billion and $407 million in 2015 and 2018, respectively.\nAs Coupang expands geographically grows its logistics business, and its costs as a percentage of its revenue drop, I expect it to follow a similar path.\nMeanwhile, somewhat validating Coupang’s business and outlook, multiple huge investors hold large amounts of CPNG stock. For example, as of March, Softbank had a 37% stake in the company, while the investment fund of well-known investor Stanley Druckenmiller recently bought 714,000 shares of Coupang.\nAlso adding new stakes in Coupang recently were the Bill & Melinda Gates Foundation,and Saudi Capital.\nValuation and the Bottom Line on CPNG Stock\nCoupang has a market capitalization of $67.66 billion, versus $116 billion for JD, $592 billion for Alibaba, and $1.76 trillion for Amazon.\nGiven that disparity and Coupang’s multiple, strong positive catalysts, I believe that CPNG stock could easily double or triple over the next two to three years. Consequently, I recommend that longer-term growth investors buy the company’s shares at this point.\nI had been cautious on CPNG stock in my previous column. But given the company’s apparent decision to actually enter new markets, including Japan, the strength of its logistics business, its special services, and the fact that it’s going to start providing logistics services to other companies. –all of which iIve just learned about — my view of the shares has become much more bullish.","news_type":1},"isVote":1,"tweetType":1,"viewCount":519,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":150974790,"gmtCreate":1624885472310,"gmtModify":1633947534597,"author":{"id":"3586645383408318","authorId":"3586645383408318","name":"NicLHT88","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586645383408318","authorIdStr":"3586645383408318"},"themes":[],"htmlText":"🚀","listText":"🚀","text":"🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/150974790","repostId":"1126982912","repostType":4,"isVote":1,"tweetType":1,"viewCount":673,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
