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2021-12-08

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From Lucid To ChargePoint -- 3 Renewable Growth Stocks Worth Buying in 2022<blockquote>从 Lucid 到 ChargePoint——2022 年值得购买的 3 只可再生成长型股票</blockquote>

2021-12-20

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Sea Stock: Down 43% From Its High, is a Buy Now?<blockquote>Sea股票：较高点下跌43%，现在买入吗？</blockquote>

2021-12-01

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Semiconductor stocks climbed in morning trading<blockquote>半导体股早盘上涨</blockquote>

2021-10-07

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2021-08-23

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2021-08-11

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2021-10-16

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2021-09-21

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U.S. Bancorp to Buy MUFG Union Bank for About $8 Billion<blockquote>美国合众银行将以约 80 亿美元收购三菱日联银行</blockquote>

2021-12-11

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2021-11-13

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pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/692111668","repostId":"1149071777","repostType":4,"repost":{"id":"1149071777","kind":"news","pubTimestamp":1640872827,"share":"https://www.laohunote.com/m/news/1149071777?lang=zh_CN&edition=full","pubTime":"2021-12-30 22:00","market":"us","language":"en","title":"Citi nudges up price targets, estimates on Tesla, GM and Ford<blockquote>花旗上调特斯拉、通用汽车和福特的价格目标和预期</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1149071777","media":"Seeking Alpha","summary":"Citi auto analyst Itay Michaeli points to strong Q4 trends in boosting price targets and earnings es","content":"<p><html><head></head><body>Citi auto analyst Itay Michaeli points to strong Q4 trends in boosting price targets and earnings estimates on three automakers, whilekeeping ratings the same.</p><p><blockquote><html><head></head><body>花旗汽车分析师 Itay Michaeli 指出，第四季度趋势强劲，提高了三家汽车制造商的价格目标和盈利预期，同时保持评级不变。</body></html></blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4110f8ad2ad852d819c8751b675657c3\" tg-width=\"1536\" tg-height=\"1023\" width=\"100%\" height=\"auto\"/><span>wellesenterprises/iStock Editorial via Getty Images</span></p><p><blockquote><p class=\"t-img-caption\"><span>wellesenterprises/iStock 社论来自 Getty Images</span></p></blockquote></p><p>Michaeli still has a Sell rating on Tesla(NASDAQ:TSLA), but raises the price target to $262 per share from $236. EPS estimates for the next fiscal year are $9.20 from $7.87.</p><p><blockquote>Michaeli 仍对特斯拉（纳斯达克股票代码：TSLA）给予卖出评级，但将目标价从每股 236 美元上调至 262 美元。下一财年的每股收益预计为 9.20 美元，从 7.87 美元。</blockquote></p><p>&#34;Despite some known near-term margin headwinds (new capacity ramping, supply-chain/commodities), we believe that EV supply/demand will remain strong enough to continue driving YoY margin expansion, particularly in the U.S., where Tesla’s share is strongest,&#34; he writes in a note.</p><p><blockquote>“他在一份报告中写道：”尽管近期存在一些已知的利润率阻力（新产能提升、供应链/大宗商品），但我们相信电动汽车的供应/需求将保持足够强劲，足以继续推动同比利润率扩张，尤其是在特斯拉份额最强的美国。</blockquote></p><p>&#34;Our Sell rating reflects our view of risk/reward at the current valuation, which we believe embeds expectations for Tesla selling ~20mln units by ~2030, an implied market share outcome that is not supported by our prior market analysis, and a clear lead in AV/FSD revenue pools (RoboTaxi, subscriptions/sharing), which our latest AV industry assessment does not support.&#34;</p><p><blockquote>“我们的卖出评级反映了我们对当前估值的风险/回报的看法，我们认为这包含了特斯拉到 2030 年销量约 2000 万辆的预期，这是一个隐含的市场份额结果，但我们之前的市场分析并不支持，并且在 AV/FSD 收入池（机器人出租车、订阅/共享）中明显领先，而我们最新的 AV 行业评估并不支持这一点。”</blockquote></p><p>If &#34;we look at the time when a handful of other companies neared Tesla’s current market cap, they did so generating ~8x more gross profit (on average) than Tesla’s current 2021 consensus and ~3x more than Tesla’s 2025 consensus,&#34; he adds.</p><p><blockquote>他补充说：“如果我们看看其他几家公司接近特斯拉目前的市值时，它们产生的毛利润（平均）比特斯拉目前 2021 年的共识高出约 8 倍，比特斯拉 2025 年的共识高出约 3 倍。”</blockquote></p><p>General Motors(NYSE:GM) keeps its Buy rating with the target moving to $96 from $90. EPS estimates rise to $7.01 from $6.76.</p><p><blockquote>通用汽车（纽约证券交易所股票代码：GM）维持买入评级，目标价从 90 美元上调至 96 美元。每股收益预期从 6.76 美元升至 7.01 美元。</blockquote></p><p>&#34;GM remains our top pick, with a long-term upside case to ~$200/share,&#34; he says. &#34;Though the shares have underperformed since the recent departure of Cruise’s CEO, we still view GM’s upcoming CES EV unveilings as a likely positive catalyst for the stock.&#34;</p><p><blockquote>“通用汽车仍然是我们的首选，长期上涨空间约为每股 200 美元，”他说。“尽管自 Cruise 首席执行官最近离职以来，该股表现不佳，但我们仍然认为通用汽车即将在 CES 上发布的电动汽车可能是该股的积极催化剂。”</blockquote></p><p>Ford(NYSE:F) stays at Neutral. The price target goes to $23 from $20 and EPS estimates for the next fiscal year go up to $2.01 from $1.90.</p><p><blockquote>福特（纽约证券交易所股票代码：F）保持中性。目标价从 20 美元上调至 23 美元，下一财年每股收益预期从 1.90 美元上调至 2.01 美元。</blockquote></p><p>&#34;We continue to see greater relative upside at GM, but we maintain a constructive stance on Ford, as the long-term risk/reward proposition continues to improve.&#34;</p><p><blockquote>“我们继续看到通用汽车的相对上涨空间更大，但随着长期风险/回报主张继续改善，我们对福特保持建设性立场。”</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></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>Citi nudges up price targets, estimates on Tesla, GM and Ford<blockquote>花旗上调特斯拉、通用汽车和福特的价格目标和预期</blockquote></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: 12.5px; color: #7E829C; margin: 0;}\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\">\nCiti nudges up price targets, estimates on Tesla, GM and Ford<blockquote>花旗上调特斯拉、通用汽车和福特的价格目标和预期</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-12-30 22:00</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Citi auto analyst Itay Michaeli points to strong Q4 trends in boosting price targets and earnings estimates on three automakers, whilekeeping ratings the same.</p><p><blockquote><html><head></head><body>花旗汽车分析师 Itay Michaeli 指出，第四季度趋势强劲，提高了三家汽车制造商的价格目标和盈利预期，同时保持评级不变。</body></html></blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4110f8ad2ad852d819c8751b675657c3\" tg-width=\"1536\" tg-height=\"1023\" width=\"100%\" height=\"auto\"/><span>wellesenterprises/iStock Editorial via Getty Images</span></p><p><blockquote><p class=\"t-img-caption\"><span>wellesenterprises/iStock 社论来自 Getty Images</span></p></blockquote></p><p>Michaeli still has a Sell rating on Tesla(NASDAQ:TSLA), but raises the price target to $262 per share from $236. EPS estimates for the next fiscal year are $9.20 from $7.87.</p><p><blockquote>Michaeli 仍对特斯拉（纳斯达克股票代码：TSLA）给予卖出评级，但将目标价从每股 236 美元上调至 262 美元。下一财年的每股收益预计为 9.20 美元，从 7.87 美元。</blockquote></p><p>&#34;Despite some known near-term margin headwinds (new capacity ramping, supply-chain/commodities), we believe that EV supply/demand will remain strong enough to continue driving YoY margin expansion, particularly in the U.S., where Tesla’s share is strongest,&#34; he writes in a note.</p><p><blockquote>“他在一份报告中写道：”尽管近期存在一些已知的利润率阻力（新产能提升、供应链/大宗商品），但我们相信电动汽车的供应/需求将保持足够强劲，足以继续推动同比利润率扩张，尤其是在特斯拉份额最强的美国。</blockquote></p><p>&#34;Our Sell rating reflects our view of risk/reward at the current valuation, which we believe embeds expectations for Tesla selling ~20mln units by ~2030, an implied market share outcome that is not supported by our prior market analysis, and a clear lead in AV/FSD revenue pools (RoboTaxi, subscriptions/sharing), which our latest AV industry assessment does not support.&#34;</p><p><blockquote>“我们的卖出评级反映了我们对当前估值的风险/回报的看法，我们认为这包含了特斯拉到 2030 年销量约 2000 万辆的预期，这是一个隐含的市场份额结果，但我们之前的市场分析并不支持，并且在 AV/FSD 收入池（机器人出租车、订阅/共享）中明显领先，而我们最新的 AV 行业评估并不支持这一点。”</blockquote></p><p>If &#34;we look at the time when a handful of other companies neared Tesla’s current market cap, they did so generating ~8x more gross profit (on average) than Tesla’s current 2021 consensus and ~3x more than Tesla’s 2025 consensus,&#34; he adds.</p><p><blockquote>他补充说：“如果我们看看其他几家公司接近特斯拉目前的市值时，它们产生的毛利润（平均）比特斯拉目前 2021 年的共识高出约 8 倍，比特斯拉 2025 年的共识高出约 3 倍。”</blockquote></p><p>General Motors(NYSE:GM) keeps its Buy rating with the target moving to $96 from $90. EPS estimates rise to $7.01 from $6.76.</p><p><blockquote>通用汽车（纽约证券交易所股票代码：GM）维持买入评级，目标价从 90 美元上调至 96 美元。每股收益预期从 6.76 美元升至 7.01 美元。</blockquote></p><p>&#34;GM remains our top pick, with a long-term upside case to ~$200/share,&#34; he says. &#34;Though the shares have underperformed since the recent departure of Cruise’s CEO, we still view GM’s upcoming CES EV unveilings as a likely positive catalyst for the stock.&#34;</p><p><blockquote>“通用汽车仍然是我们的首选，长期上涨空间约为每股 200 美元，”他说。“尽管自 Cruise 首席执行官最近离职以来，该股表现不佳，但我们仍然认为通用汽车即将在 CES 上发布的电动汽车可能是该股的积极催化剂。”</blockquote></p><p>Ford(NYSE:F) stays at Neutral. The price target goes to $23 from $20 and EPS estimates for the next fiscal year go up to $2.01 from $1.90.</p><p><blockquote>福特（纽约证券交易所股票代码：F）保持中性。目标价从 20 美元上调至 23 美元，下一财年每股收益预期从 1.90 美元上调至 2.01 美元。</blockquote></p><p>&#34;We continue to see greater relative upside at GM, but we maintain a constructive stance on Ford, as the long-term risk/reward proposition continues to improve.&#34;</p><p><blockquote>“我们继续看到通用汽车的相对上涨空间更大，但随着长期风险/回报主张继续改善，我们对福特保持建设性立场。”</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/news/3784120-citi-nudges-up-price-targets-estimates-on-tesla-gm-and-ford\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","F":"福特汽车","GM":"通用汽车"},"source_url":"https://seekingalpha.com/news/3784120-citi-nudges-up-price-targets-estimates-on-tesla-gm-and-ford","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149071777","content_text":"Citi auto analyst Itay Michaeli points to strong Q4 trends in boosting price targets and earnings estimates on three automakers, whilekeeping ratings the same.wellesenterprises/iStock Editorial via Getty ImagesMichaeli still has a Sell rating on Tesla(NASDAQ:TSLA), but raises the price target to $262 per share from $236. EPS estimates for the next fiscal year are $9.20 from $7.87.\"Despite some known near-term margin headwinds (new capacity ramping, supply-chain/commodities), we believe that EV supply/demand will remain strong enough to continue driving YoY margin expansion, particularly in the U.S., where Tesla’s share is strongest,\" he writes in a note.\"Our Sell rating reflects our view of risk/reward at the current valuation, which we believe embeds expectations for Tesla selling ~20mln units by ~2030, an implied market share outcome that is not supported by our prior market analysis, and a clear lead in AV/FSD revenue pools (RoboTaxi, subscriptions/sharing), which our latest AV industry assessment does not support.\"If \"we look at the time when a handful of other companies neared Tesla’s current market cap, they did so generating ~8x more gross profit (on average) than Tesla’s current 2021 consensus and ~3x more than Tesla’s 2025 consensus,\" he adds.General Motors(NYSE:GM) keeps its Buy rating with the target moving to $96 from $90. EPS estimates rise to $7.01 from $6.76.\"GM remains our top pick, with a long-term upside case to ~$200/share,\" he says. \"Though the shares have underperformed since the recent departure of Cruise’s CEO, we still view GM’s upcoming CES EV unveilings as a likely positive catalyst for the stock.\"Ford(NYSE:F) stays at Neutral. The price target goes to $23 from $20 and EPS estimates for the next fiscal year go up to $2.01 from $1.90.\"We continue to see greater relative upside at GM, but we maintain a constructive stance on Ford, as the long-term risk/reward proposition continues to improve.\"","news_type":1,"symbols_score_info":{"F":0.9,"GM":0.9,"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":2790,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696264626,"gmtCreate":1640705712073,"gmtModify":1640705870716,"author":{"id":"4088114426953000","authorId":"4088114426953000","name":"小金钱袋","avatar":"https://static.tigerbbs.com/fcfe810767ab9edba4fd3048d353a712","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088114426953000","authorIdStr":"4088114426953000"},"themes":[],"title":"","htmlText":"Likeq","listText":"Likeq","text":"Likeq","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/696264626","repostId":"1116143212","repostType":4,"repost":{"id":"1116143212","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":1640704764,"share":"https://www.laohunote.com/m/news/1116143212?lang=zh_CN&edition=full","pubTime":"2021-12-28 23:19","market":"us","language":"en","title":"Streaming Media Stocks Jumped in Morning Trading<blockquote>流媒体股早盘交易中上涨</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1116143212","media":"Tiger Newspress","summary":"Streaming media stocks jumped in morning trading.Roku, Walt Disney, Discovery and Spotify climbed be","content":"<p>Streaming media stocks jumped in morning trading.Roku,&nbsp;Walt Disney,&nbsp;Discovery&nbsp;and&nbsp;Spotify&nbsp;climbed between 1% and 5%.</p><p><blockquote>流媒体股票在早盘交易中上涨。Roku、华特迪士尼、Discovery 和 Spotify 上涨 1% 至 5%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/de1cd90d12021b533dba3dbff9ae3fe1\" tg-width=\"414\" tg-height=\"302\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></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>Streaming Media Stocks Jumped in Morning Trading<blockquote>流媒体股早盘交易中上涨</blockquote></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{ 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}\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: 12.5px; color: #7E829C; margin: 0;}\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\">\nStreaming Media Stocks Jumped in Morning Trading<blockquote>流媒体股早盘交易中上涨</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\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 smaller\">2021-12-28 23:19</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Streaming media stocks jumped in morning trading.Roku,&nbsp;Walt Disney,&nbsp;Discovery&nbsp;and&nbsp;Spotify&nbsp;climbed between 1% and 5%.</p><p><blockquote>流媒体股票在早盘交易中上涨。Roku、华特迪士尼、Discovery 和 Spotify 上涨 1% 至 5%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/de1cd90d12021b533dba3dbff9ae3fe1\" tg-width=\"414\" tg-height=\"302\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPOT":"Spotify Technology S.A.","DIS":"迪士尼","NFLX":"奈飞","ROKU":"Roku Inc","DISCA":"探索传播"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116143212","content_text":"Streaming media stocks jumped in morning trading.Roku, Walt Disney, Discovery and Spotify climbed between 1% and 5%.","news_type":1,"symbols_score_info":{"NFLX":0.9,"ROKU":0.9,"DISCA":0.9,"SPOT":0.9,"DIS":0.9}},"isVote":1,"tweetType":1,"viewCount":3132,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698222395,"gmtCreate":1640413967825,"gmtModify":1640413968307,"author":{"id":"4088114426953000","authorId":"4088114426953000","name":"小金钱袋","avatar":"https://static.tigerbbs.com/fcfe810767ab9edba4fd3048d353a712","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088114426953000","authorIdStr":"4088114426953000"},"themes":[],"title":"","htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/698222395","repostId":"1156159690","repostType":4,"isVote":1,"tweetType":1,"viewCount":3932,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698867592,"gmtCreate":1640343659519,"gmtModify":1640343659921,"author":{"id":"4088114426953000","authorId":"4088114426953000","name":"小金钱袋","avatar":"https://static.tigerbbs.com/fcfe810767ab9edba4fd3048d353a712","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088114426953000","authorIdStr":"4088114426953000"},"themes":[],"title":"","htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698867592","repostId":"1156159690","repostType":4,"isVote":1,"tweetType":1,"viewCount":4040,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691845188,"gmtCreate":1640174627840,"gmtModify":1640174631900,"author":{"id":"4088114426953000","authorId":"4088114426953000","name":"小金钱袋","avatar":"https://static.tigerbbs.com/fcfe810767ab9edba4fd3048d353a712","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088114426953000","authorIdStr":"4088114426953000"},"themes":[],"title":"","htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/691845188","repostId":"1129551297","repostType":4,"repost":{"id":"1129551297","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":1640174131,"share":"https://www.laohunote.com/m/news/1129551297?lang=zh_CN&edition=full","pubTime":"2021-12-22 19:55","market":"us","language":"en","title":"Red Cat shares surged 30,6% in premarket trading<blockquote>红猫股价在盘前交易中飙升 30.6%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1129551297","media":"Tiger Newspress","summary":"Red Cat shares surged 30,6% in premarket trading.\nRed Cat Holdings says that its subsidiary Teal Dro","content":"<p>Red Cat&nbsp;shares&nbsp;surged&nbsp;30,6%&nbsp;in&nbsp;premarket&nbsp;trading.<img src=\"https://static.tigerbbs.com/2dd69670debdab888c7690ec04df3cbf\" tg-width=\"717\" tg-height=\"597\" width=\"100%\" height=\"auto\"></p><p><blockquote>红猫股价在盘前交易中飙升30.6%。</blockquote></p><p> Red Cat Holdings&nbsp;says that its subsidiary Teal Drones has been&nbsp;awarded&nbsp;a firm-fixed-price, multiple award blanket purchase agreement(BPA) by the United States Customs and Border Protection as one of five contractors.</p><p><blockquote>Red Cat Holdings 表示，其子公司 Teal Drones 作为五家承包商之一，已获得美国海关和边境保护局颁发的固定固定价格、多重授标的一揽子采购协议 (BPA)。</blockquote></p><p> The BPA has an estimated value of $90 million in total over a 5-year ordering period.</p><p><blockquote>BPA 在 5 年订购期内的总价值估计为 9000 万美元。</blockquote></p><p> Through the BPA, Department of Homeland Security agencies can place orders for unmanned aircraft systems.</p><p><blockquote>通过BPA，国土安全部机构可以订购无人机系统。</blockquote></p><p> The drones will provide supplemental airborne reconnaissance, surveillance, and tracking capability.</p><p><blockquote>这些无人机将提供补充的空中侦察、监视和跟踪能力。</blockquote></p><p></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>Red Cat shares surged 30,6% in premarket trading<blockquote>红猫股价在盘前交易中飙升 30.6%</blockquote></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: 12.5px; color: #7E829C; margin: 0;}\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\">\nRed Cat shares surged 30,6% in premarket trading<blockquote>红猫股价在盘前交易中飙升 30.6%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\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 smaller\">2021-12-22 19:55</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Red Cat&nbsp;shares&nbsp;surged&nbsp;30,6%&nbsp;in&nbsp;premarket&nbsp;trading.<img src=\"https://static.tigerbbs.com/2dd69670debdab888c7690ec04df3cbf\" tg-width=\"717\" tg-height=\"597\" width=\"100%\" height=\"auto\"></p><p><blockquote>红猫股价在盘前交易中飙升30.6%。</blockquote></p><p> Red Cat Holdings&nbsp;says that its subsidiary Teal Drones has been&nbsp;awarded&nbsp;a firm-fixed-price, multiple award blanket purchase agreement(BPA) by the United States Customs and Border Protection as one of five contractors.</p><p><blockquote>Red Cat Holdings 表示，其子公司 Teal Drones 作为五家承包商之一，已获得美国海关和边境保护局颁发的固定固定价格、多重授标的一揽子采购协议 (BPA)。</blockquote></p><p> The BPA has an estimated value of $90 million in total over a 5-year ordering period.</p><p><blockquote>BPA 在 5 年订购期内的总价值估计为 9000 万美元。</blockquote></p><p> Through the BPA, Department of Homeland Security agencies can place orders for unmanned aircraft systems.</p><p><blockquote>通过BPA，国土安全部机构可以订购无人机系统。</blockquote></p><p> The drones will provide supplemental airborne reconnaissance, surveillance, and tracking capability.</p><p><blockquote>这些无人机将提供补充的空中侦察、监视和跟踪能力。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RCAT":"Red Cat Holdings Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129551297","content_text":"Red Cat shares surged 30,6% in premarket trading.\nRed Cat Holdings says that its subsidiary Teal Drones has been awarded a firm-fixed-price, multiple award blanket purchase agreement(BPA) by the United States Customs and Border Protection as one of five contractors.\nThe BPA has an estimated value of $90 million in total over a 5-year ordering period.\nThrough the BPA, Department of Homeland Security agencies can place orders for unmanned aircraft systems.\nThe drones will provide supplemental airborne reconnaissance, surveillance, and tracking capability.","news_type":1,"symbols_score_info":{"RCAT":0.9}},"isVote":1,"tweetType":1,"viewCount":3341,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693580690,"gmtCreate":1640049708504,"gmtModify":1640049708905,"author":{"id":"4088114426953000","authorId":"4088114426953000","name":"小金钱袋","avatar":"https://static.tigerbbs.com/fcfe810767ab9edba4fd3048d353a712","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088114426953000","authorIdStr":"4088114426953000"},"themes":[],"title":"","htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/693580690","repostId":"2193761136","repostType":4,"isVote":1,"tweetType":1,"viewCount":2916,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693188406,"gmtCreate":1639985768614,"gmtModify":1639985769039,"author":{"id":"4088114426953000","authorId":"4088114426953000","name":"小金钱袋","avatar":"https://static.tigerbbs.com/fcfe810767ab9edba4fd3048d353a712","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088114426953000","authorIdStr":"4088114426953000"},"themes":[],"title":"","htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/693188406","repostId":"1109541249","repostType":4,"repost":{"id":"1109541249","kind":"news","pubTimestamp":1639972523,"share":"https://www.laohunote.com/m/news/1109541249?lang=zh_CN&edition=full","pubTime":"2021-12-20 11:55","market":"us","language":"en","title":"Sea Stock: Down 43% From Its High, is a Buy Now?<blockquote>Sea股票：较高点下跌43%，现在买入吗？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1109541249","media":"Seeking Alpha","summary":"Summary\n\nSea Limited stock has been battered recently as growth stocks sold off massively in the mar","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Sea Limited stock has been battered recently as growth stocks sold off massively in the market.</li>  <li>However, we believe that the fundamental thesis on its rapid growth remains robust.</li>  <li>We discuss why investors should capitalize on its recent significant correction to add exposure.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa5cbe0a30acc723a2c6f62300024002\" tg-width=\"1536\" tg-height=\"1024\" referrerpolicy=\"no-referrer\"><span>kokkai/iStock Unreleased via Getty Images</span></p><p><blockquote><ul><li>由于市场成长型股票大幅抛售，Sea Limited 的股票最近遭受重创。</li><li>然而，我们认为其快速增长的基本论点仍然稳固。</li><li>我们讨论为什么投资者应该利用最近的重大调整来增加风险敞口。</li></ul><p class=\"t-img-caption\"><span>kokkai/iStock 未通过 Getty Images 发布</span></p></blockquote></p><p> <b>Investment Thesis</b></p><p><blockquote><b>投资论文</b></blockquote></p><p> Sea Limited(NYSE:SE)&nbsp;stock is one of our highest conviction growth stocks that has been severely battered over the last month. Since its recent all-time high (ATH) in October, its price has dropped by a dramatic 43%. Many reasons have been presented on why the stock has fallen. We exhort investors not to read too much into them. We believe nothing material has changed from its fundamental thesis. The stock has had a remarkable run in 2021 relative to its gaming peers or e-tailer peers. Therefore, profit-taking of this extent should not be surprising as fear struck growth stocks.</p><p><blockquote>Sea Limited（纽约证券交易所股票代码：SE）股票是我们最相信的成长型股票之一，在上个月遭受了严重打击。自 10 月份创下历史新高 (ATH) 以来，其价格已大幅下跌 43%。关于该股下跌的原因有很多。我们建议投资者不要过多地解读它们。我们认为它的基本论点没有任何实质性的改变。相对于游戏同行或电子零售商同行，该股在 2021 年表现出色。因此，当恐惧袭击成长型股票时，这种程度的获利了结并不奇怪。</blockquote></p><p> Moreover, the recent significant correction in growth stocks across the market has also hit SE stock hard. But, we are not concerned. Significant volatility will always be a factor influencing the performance of growth stocks like SE in the short term.</p><p><blockquote>此外，近期全市场成长股的大幅回调也对SE股造成了沉重打击。但是，我们并不担心。短期内，显著的波动性始终是影响SE等成长股表现的一个因素。</blockquote></p><p> Notably, we observed that the consensus target price on SE stock had been revised upwards since its FQ3 report card. Moreover, the gap between its price target and its current stock price has been greater than its last significant correction in April/May.</p><p><blockquote>值得注意的是，我们观察到，自第三季度报告以来，SE 股票的一致目标价已被上调。此外，其目标价与其当前股价之间的差距已经大于其上一次在4月/5月的大幅调整。</blockquote></p><p> Our internal DCF valuation model also points to a stock that is now significantly undervalued. Thanks to the market's myopia, we have been presented with another fantastic opportunity since April/May to add SE stock with great fervor again.</p><p><blockquote>我们的内部 DCF 估值模型还指出了一只目前被严重低估的股票。由于市场的短视，自4月/5月以来，我们又迎来了一个绝佳的机会，再次以极大的热情增持SE股票。</blockquote></p><p> We discuss why we think investors should not miss this incredible opportunity to add exposure to an outstanding growth stock.</p><p><blockquote>我们讨论为什么我们认为投资者不应该错过这个难以置信的机会来增加对优秀成长型股票的投资。</blockquote></p><p> <b>SE Stock YTD Performance</b></p><p><blockquote><b>SE 股票年初至今表现</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6c191d1f0f6a10e392845cdbda1264aa\" tg-width=\"640\" tg-height=\"331\" referrerpolicy=\"no-referrer\"><span>SE stock YTD performance (as of 17 December'21).</span></p><p><blockquote><p class=\"t-img-caption\"><span>SE股票年初至今表现（截至21年12月17日）。</span></p></blockquote></p><p> As a result of the significant correction recently, SE stock's YTD return has dropped to 6.9%, thus underperforming the market. Notably, its YTD gain was as high as 80% in October/early November. Despite that, the stock is still outperforming its e-tailer and gaming peers, as shown above.</p><p><blockquote>由于最近的大幅调整，SE股票的年初至今回报率已降至6.9%，因此跑输大盘。值得注意的是，其年初至今的涨幅在10月/11月初高达80%。尽管如此，如上图所示，该股的表现仍然优于电子零售商和游戏同行。</blockquote></p><p> <b>Sea Stock Estimates Have Consistently Been Revised Upwards</b></p><p><blockquote><b>Sea 股票预测一直被上调</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8555128e2a30e924dd6c2dd162a27eea\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><span>Sea Limited revised revenue mean consensus estimates. Data source: S&amp;P Capital IQ, Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>Sea Limited 修订后的收入平均共识估计。数据来源：标普资本智商、Seeking Alpha</span></p></blockquote></p><p> Readers can quickly observe that the company's revenue consensus estimates for FY21-23 have consistently been revised upwards over the last five months. These revisions lend credence to the robust growth prospects of the company over the next two years. Notably, Sea Limited's revenue is estimated to increase at a phenomenal CAGR of 42.8% through FY23.</p><p><blockquote>读者可以很快观察到，该公司对 21-23 财年的收入共识预期在过去五个月中一直被上调。这些修订为公司未来两年强劲的增长前景提供了可信度。值得注意的是，Sea Limited 的收入预计将通过2023财年以 42.8% 的惊人复合年增长率增长。</blockquote></p><p> There were concerns over the growth rates of its Garena gaming arm in its FQ3 report card.We also explained in our previous article&nbsp;that Sea Limited has clearly explained that investors should expect normalization in Garena's growth after two spectacular years. However, its monetization capability continues to dazzle. Therefore, we are confident that Garena can continue its robust monetization strategies moving forward.</p><p><blockquote>第三季度成绩单中对 Garena 游戏部门的增长率表示担忧。我们还在之前的文章中解释说，Sea Limited 已明确解释说，投资者应该期待 Garena 在经历了辉煌的两年后增长恢复正常。然而，其变现能力继续令人眼花缭乱。因此，我们相信 Garena 能够继续其稳健的货币化战略。</blockquote></p><p> Moreover, data from Sensor Tower's recent gaming statistics continue to point to sturdy performance from its Free Fire game. It continues to be ranked among the&nbsp;top ten mobile games in terms of overall gaming revenue&nbsp;in November. Moreover, it's also ranked#2 in overall downloadsacross both the App Store and Google Play. Notably, it's also among&nbsp;eight games globally whose annual revenue crossed $1B&nbsp;as of 14 December. Therefore, we think the sentiments and chatter about Free Fire's \"one-shot wonder\" have been overblown.</p><p><blockquote>此外，Sensor Tower最近的游戏统计数据继续表明其Free Fire游戏的强劲表现。就11月游戏整体收入而言，它继续位居移动游戏前十。此外，它在App Store和Google Play的总下载量中也排名第二。值得注意的是，截至12月14日，它也是全球八款年收入超过10亿美元的游戏之一。因此，我们认为关于Free Fire“一次性奇迹”的情绪和喋喋不休被夸大了。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/51247ba1efd7fa6d333b482446e94c9a\" tg-width=\"515\" tg-height=\"380\" referrerpolicy=\"no-referrer\"><span>Global games market forecast. Source: Google, Newzoo</span></p><p><blockquote><p class=\"t-img-caption\"><span>全球游戏市场预测。资料来源：谷歌、Newzoo</span></p></blockquote></p><p></p><p> In addition, the global gaming market is estimated to experience a slight decline to $175.8B after last year's massive 23% growth to $177.8B. However, given Garena's impressive growth in FY21 despite the decline in the global market, we believe it validates its business model and prospects. Notably, the gaming market is expected to reverse its decline moving forward. Therefore, Garena's leadership in mobile gaming could continue to propel its growth underpinned by the recovery in the global gaming market.</p><p><blockquote>此外，全球博彩市场在去年大幅增长 23% 至 177.8B 美元后，预计将略有下降至 175.8B 美元。然而，鉴于尽管全球市场下滑，Garena 在 2021 财年仍实现了令人印象深刻的增长，我们相信这验证了其商业模式和前景。值得注意的是，博彩市场有望在未来扭转颓势。因此，在全球游戏市场复苏的推动下，Garena 在移动游戏领域的领导地位可能会继续推动其增长。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0a0612da9a19f7b7198d43213b4f4470\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><span>Shopee adjusted EBITDA per order. Data source: Company filings</span></p><p><blockquote><p class=\"t-img-caption\"><span>Shopee 调整了每个订单的 EBITDA。数据来源：公司文件</span></p></blockquote></p><p> But, some investors may have been spooked by Shopee's (Sea Limited's e-commerce arm) continued expansion into new geographical markets. Notably, Shopee continues to report adjusted EBITDA loss per order, as shown above. Therefore, some investors might have been concerned about whether the company's plate is getting too much to handle. Over the last three months, the company has entered into new markets such as India, France, Spain, and Poland. They are in addition to its battle with MercadoLibre (MELI) in Latin America, particularly Brazil. As a result, there are concerns on whether Sea Limited could continue its adroit execution in these markets while still making losses. We believe such concerns are valid. However, Sea Limited has shown its tremendous capability in penetrating the most important markets where the incumbents have strong leadership. It includes Lazada (BABA) in Southeast Asia, MercadoLibre in Brazil, and Tokopedia in Indonesia. Shopee was never the first-mover. But, it took advantage as the \"late-comer\" as it sought to compete with the incumbents. It's important to note that Sea Limited is not averse to competition. It has thrived against the incumbents and has made the e-commerce space in these geographical regions much more competitive.</p><p><blockquote>但是，一些投资者可能对 Shopee（Sea Limited 的电子商务部门）向新地理市场的持续扩张感到害怕。值得注意的是，Shopee 继续报告每个订单的调整后 EBITDA 损失，如上所示。因此，一些投资者可能担心该公司的盘子是否有太多难以处理。在过去的三个月里，该公司进入了印度、法国、西班牙和波兰等新市场。此外，它还在拉丁美洲，特别是巴西与自由市场（MELI）的斗争。因此，人们担心 Sea Limited 能否在这些市场继续其娴熟的执行，同时仍在亏损。我们认为这种担忧是合理的。然而，Sea Limited 在渗透现有企业拥有强大领导地位的最重要市场方面表现出了巨大的能力。它包括东南亚的Lazada（BABA）、巴西的MercadoLibre和印度尼西亚的Tokopedia。Shopee从来都不是先行者。但是，它利用了“后来者”的优势，试图与现任者竞争。值得注意的是，Sea Limited并不反对竞争。它与现有企业相比蓬勃发展，并使这些地理区域的电子商务领域更具竞争力。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/80938433e2d55307ca40000eeea2a26f\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><span>Sea Limited revised adjusted EPS mean consensus estimates. Data source: S&amp;P Capital IQ, Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>Sea Limited 修订调整后每股收益平均共识估计。数据来源：标普资本智商、Seeking Alpha</span></p></blockquote></p><p> Nevertheless, the road towards profitability might be stretched further due to its e-commerce expansion. Readers can quickly glance over the chart above, where its adjusted EPS estimates have been revised downwards through FY23 over the last five months. However, we believe that if you are a long-term investor with a five-year horizon at least, it's not a cause for concern. Earlier investors in Sea Limited can keenly recall the company's massive adjusted EBITDA per order losses, as seen in the previous chart. Shopee has scaled tremendously over the last five years and has improved its operating leverage further. But, it's important to note that it takes time to scale up. Therefore, earlier losses in new geographical markets are expected. But, management has demonstrated its execution capability over the last three years. Considering its much reduced adjusted EBITDA losses over the previous few years, we believe that Shopee is even better positioned than before to navigate its expansion.</p><p><blockquote>然而，由于其电子商务的扩张，盈利之路可能会进一步延长。读者可以快速浏览上图，其中2023财年在过去五个月中对其调整后的每股收益预期进行了下调。然而，我们认为，如果您是至少有五年期限的长期投资者，则无需担心。Sea Limited 的早期投资者可以清楚地回忆起该公司每笔订单的巨额调整后 EBITDA 损失，如上图表所示。Shopee 在过去五年中规模巨大，并进一步提高了运营杠杆。但是，重要的是要注意，扩大规模需要时间。因此，预计新地理市场的早期亏损。但是，管理层在过去三年中已经展示了其执行能力。考虑到过去几年调整后 EBITDA 亏损大幅减少，我们相信 Shopee 比以前更有能力进行扩张。</blockquote></p><p> <b>So, is SE Stock a Buy Now?</b></p><p><blockquote><b>那么，SE 股票现在值得买入吗？</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3dbc835e49ded8a7a0e5f4fcc9e10649\" tg-width=\"640\" tg-height=\"384\" referrerpolicy=\"no-referrer\"><span>SE stock EV/NTM Revenue 4Y mean.</span></p><p><blockquote><p class=\"t-img-caption\"><span>SE股票EV/NTM收入4年平均值。</span></p></blockquote></p><p> SE stock is trading at an EV/NTM Revenue of 8.3x. Therefore, it has brought it back to its 4Y NTM revenue multiple mean of 8.6x. We believe there's a fantastic opportunity right now as the market has undoubtedly overreacted. As demonstrated clearly, SE is still expected to generate massive revenue growth moving ahead, even though it means the road to profitability gets further extended.</p><p><blockquote>SE 股票的 EV/NTM 收入为 8.3 倍。因此，它已将其恢复到 4 年 NTM 收入倍数平均值 8.6 倍。我们相信现在有一个绝佳的机会，因为市场无疑已经反应过度。正如清楚地表明的那样，SE 仍有望在未来实现巨大的收入增长，尽管这意味着盈利之路将进一步延长。</blockquote></p><p> Considering its FY23 revenue estimate, SE stock is trading at just 5.8x FY23 revenue. No one can accurately predict where the stock will be headed over the next few months. But, we think it represents a tremendous opportunity right now.</p><p><blockquote>考虑到其2023财年收入预期，SE 股票的交易价格仅为2023财年收入的 5.8 倍。没有人能够准确预测该股未来几个月的走势。但是，我们认为现在这是一个巨大的机会。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3bea18a0bdfd970ea640308dc35e099c\" tg-width=\"635\" tg-height=\"362\" referrerpolicy=\"no-referrer\"><span>SE stock price target Vs. actual price trend. Source: Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>SE 股价目标与实际价格趋势。来源：Seeking Alpha</span></p></blockquote></p><p></p><p> Moreover, readers can observe that the valuation gap between SE stock's consensus price target (PT) of $405.87 and its current price has never been more significant in a while. It's even more pronounced than its last significant correction in April/May. Notably, the consensus price target has been revised upwards despite the so-called \"gaming headwinds.\" And, if you look at the price chart, SE stock price has followed the revised PT trend very consistently over time. Therefore, the current price could be one of the most significant discounts you could observe in a long time.</p><p><blockquote>此外，读者可以观察到，SE 股票的共识目标价 (PT) 405.87 美元与其当前价格之间的估值差距一段时间以来从未如此显着。这比4月/5月的上一次大幅调整更加明显。值得注意的是，尽管存在所谓的“博彩逆风”，但共识目标价格已被上调。而且，如果你看一下价格图表，随着时间的推移，SE 股价一直非常一致地遵循修订后的 PT 趋势。因此，当前价格可能是您在很长一段时间内观察到的最大折扣之一。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/939a544ab94c9e2a2b8a6db943703b39\" tg-width=\"910\" tg-height=\"602\" referrerpolicy=\"no-referrer\"><span>SE stock DCF valuation model. Data source: S&amp;P Capital IQ, company filings, author</span></p><p><blockquote><p class=\"t-img-caption\"><span>SE股票DCF估值模型。数据来源：S&amp;P Capital IQ、公司文件、作者</span></p></blockquote></p><p> Our DCF model also shows that SE stock is now significantly undervalued with an implied fair value of $371.46. We have also used reasonable estimates in our model. Moreover, we believe that SE will continue to gain significant operating leverage as it scales in the new markets. We estimate that its adjusted EBITDA margins could reach 15% by FY25.</p><p><blockquote>我们的 DCF 模型还显示，SE 股票目前被严重低估，隐含公允价值为 371.46 美元。我们在模型中也使用了合理的估计。此外，我们相信，随着SE在新市场的扩大规模，SE将继续获得显著的运营杠杆。我们预计，到 2025 财年，其调整后 EBITDA 利润率可能达到 15%。</blockquote></p><p> Lastly, the stock is also testing a critical support level that has strongly underpinned the stock's advance since early 2021. Therefore, there are sufficient reasons to believe that the current entry point to add exposure to SE stock seems very attractive now.</p><p><blockquote>最后，该股还在测试一个关键支撑位，该支撑位自 2021 年初以来一直有力地支撑着该股的上涨。因此，有足够的理由相信，目前增加SE股票敞口的切入点现在看来非常有吸引力。</blockquote></p><p> Consequently,<i>we revise our rating on SE stock to Strong Buy</i>.</p><p><blockquote>因此，<i>我们将 SE 股票评级修改为强力买入</i>.</blockquote></p><p></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>Sea Stock: Down 43% From Its High, is a Buy Now?<blockquote>Sea股票：较高点下跌43%，现在买入吗？</blockquote></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: 12.5px; color: #7E829C; margin: 0;}\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\">\nSea Stock: Down 43% From Its High, is a Buy Now?<blockquote>Sea股票：较高点下跌43%，现在买入吗？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-12-20 11:55</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Sea Limited stock has been battered recently as growth stocks sold off massively in the market.</li>  <li>However, we believe that the fundamental thesis on its rapid growth remains robust.</li>  <li>We discuss why investors should capitalize on its recent significant correction to add exposure.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa5cbe0a30acc723a2c6f62300024002\" tg-width=\"1536\" tg-height=\"1024\" referrerpolicy=\"no-referrer\"><span>kokkai/iStock Unreleased via Getty Images</span></p><p><blockquote><ul><li>由于市场成长型股票大幅抛售，Sea Limited 的股票最近遭受重创。</li><li>然而，我们认为其快速增长的基本论点仍然稳固。</li><li>我们讨论为什么投资者应该利用最近的重大调整来增加风险敞口。</li></ul><p class=\"t-img-caption\"><span>kokkai/iStock 未通过 Getty Images 发布</span></p></blockquote></p><p> <b>Investment Thesis</b></p><p><blockquote><b>投资论文</b></blockquote></p><p> Sea Limited(NYSE:SE)&nbsp;stock is one of our highest conviction growth stocks that has been severely battered over the last month. Since its recent all-time high (ATH) in October, its price has dropped by a dramatic 43%. Many reasons have been presented on why the stock has fallen. We exhort investors not to read too much into them. We believe nothing material has changed from its fundamental thesis. The stock has had a remarkable run in 2021 relative to its gaming peers or e-tailer peers. Therefore, profit-taking of this extent should not be surprising as fear struck growth stocks.</p><p><blockquote>Sea Limited（纽约证券交易所股票代码：SE）股票是我们最相信的成长型股票之一，在上个月遭受了严重打击。自 10 月份创下历史新高 (ATH) 以来，其价格已大幅下跌 43%。关于该股下跌的原因有很多。我们建议投资者不要过多地解读它们。我们认为它的基本论点没有任何实质性的改变。相对于游戏同行或电子零售商同行，该股在 2021 年表现出色。因此，当恐惧袭击成长型股票时，这种程度的获利了结并不奇怪。</blockquote></p><p> Moreover, the recent significant correction in growth stocks across the market has also hit SE stock hard. But, we are not concerned. Significant volatility will always be a factor influencing the performance of growth stocks like SE in the short term.</p><p><blockquote>此外，近期全市场成长股的大幅回调也对SE股造成了沉重打击。但是，我们并不担心。短期内，显著的波动性始终是影响SE等成长股表现的一个因素。</blockquote></p><p> Notably, we observed that the consensus target price on SE stock had been revised upwards since its FQ3 report card. Moreover, the gap between its price target and its current stock price has been greater than its last significant correction in April/May.</p><p><blockquote>值得注意的是，我们观察到，自第三季度报告以来，SE 股票的一致目标价已被上调。此外，其目标价与其当前股价之间的差距已经大于其上一次在4月/5月的大幅调整。</blockquote></p><p> Our internal DCF valuation model also points to a stock that is now significantly undervalued. Thanks to the market's myopia, we have been presented with another fantastic opportunity since April/May to add SE stock with great fervor again.</p><p><blockquote>我们的内部 DCF 估值模型还指出了一只目前被严重低估的股票。由于市场的短视，自4月/5月以来，我们又迎来了一个绝佳的机会，再次以极大的热情增持SE股票。</blockquote></p><p> We discuss why we think investors should not miss this incredible opportunity to add exposure to an outstanding growth stock.</p><p><blockquote>我们讨论为什么我们认为投资者不应该错过这个难以置信的机会来增加对优秀成长型股票的投资。</blockquote></p><p> <b>SE Stock YTD Performance</b></p><p><blockquote><b>SE 股票年初至今表现</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6c191d1f0f6a10e392845cdbda1264aa\" tg-width=\"640\" tg-height=\"331\" referrerpolicy=\"no-referrer\"><span>SE stock YTD performance (as of 17 December'21).</span></p><p><blockquote><p class=\"t-img-caption\"><span>SE股票年初至今表现（截至21年12月17日）。</span></p></blockquote></p><p> As a result of the significant correction recently, SE stock's YTD return has dropped to 6.9%, thus underperforming the market. Notably, its YTD gain was as high as 80% in October/early November. Despite that, the stock is still outperforming its e-tailer and gaming peers, as shown above.</p><p><blockquote>由于最近的大幅调整，SE股票的年初至今回报率已降至6.9%，因此跑输大盘。值得注意的是，其年初至今的涨幅在10月/11月初高达80%。尽管如此，如上图所示，该股的表现仍然优于电子零售商和游戏同行。</blockquote></p><p> <b>Sea Stock Estimates Have Consistently Been Revised Upwards</b></p><p><blockquote><b>Sea 股票预测一直被上调</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8555128e2a30e924dd6c2dd162a27eea\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><span>Sea Limited revised revenue mean consensus estimates. Data source: S&amp;P Capital IQ, Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>Sea Limited 修订后的收入平均共识估计。数据来源：标普资本智商、Seeking Alpha</span></p></blockquote></p><p> Readers can quickly observe that the company's revenue consensus estimates for FY21-23 have consistently been revised upwards over the last five months. These revisions lend credence to the robust growth prospects of the company over the next two years. Notably, Sea Limited's revenue is estimated to increase at a phenomenal CAGR of 42.8% through FY23.</p><p><blockquote>读者可以很快观察到，该公司对 21-23 财年的收入共识预期在过去五个月中一直被上调。这些修订为公司未来两年强劲的增长前景提供了可信度。值得注意的是，Sea Limited 的收入预计将通过2023财年以 42.8% 的惊人复合年增长率增长。</blockquote></p><p> There were concerns over the growth rates of its Garena gaming arm in its FQ3 report card.We also explained in our previous article&nbsp;that Sea Limited has clearly explained that investors should expect normalization in Garena's growth after two spectacular years. However, its monetization capability continues to dazzle. Therefore, we are confident that Garena can continue its robust monetization strategies moving forward.</p><p><blockquote>第三季度成绩单中对 Garena 游戏部门的增长率表示担忧。我们还在之前的文章中解释说，Sea Limited 已明确解释说，投资者应该期待 Garena 在经历了辉煌的两年后增长恢复正常。然而，其变现能力继续令人眼花缭乱。因此，我们相信 Garena 能够继续其稳健的货币化战略。</blockquote></p><p> Moreover, data from Sensor Tower's recent gaming statistics continue to point to sturdy performance from its Free Fire game. It continues to be ranked among the&nbsp;top ten mobile games in terms of overall gaming revenue&nbsp;in November. Moreover, it's also ranked#2 in overall downloadsacross both the App Store and Google Play. Notably, it's also among&nbsp;eight games globally whose annual revenue crossed $1B&nbsp;as of 14 December. Therefore, we think the sentiments and chatter about Free Fire's \"one-shot wonder\" have been overblown.</p><p><blockquote>此外，Sensor Tower最近的游戏统计数据继续表明其Free Fire游戏的强劲表现。就11月游戏整体收入而言，它继续位居移动游戏前十。此外，它在App Store和Google Play的总下载量中也排名第二。值得注意的是，截至12月14日，它也是全球八款年收入超过10亿美元的游戏之一。因此，我们认为关于Free Fire“一次性奇迹”的情绪和喋喋不休被夸大了。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/51247ba1efd7fa6d333b482446e94c9a\" tg-width=\"515\" tg-height=\"380\" referrerpolicy=\"no-referrer\"><span>Global games market forecast. Source: Google, Newzoo</span></p><p><blockquote><p class=\"t-img-caption\"><span>全球游戏市场预测。资料来源：谷歌、Newzoo</span></p></blockquote></p><p></p><p> In addition, the global gaming market is estimated to experience a slight decline to $175.8B after last year's massive 23% growth to $177.8B. However, given Garena's impressive growth in FY21 despite the decline in the global market, we believe it validates its business model and prospects. Notably, the gaming market is expected to reverse its decline moving forward. Therefore, Garena's leadership in mobile gaming could continue to propel its growth underpinned by the recovery in the global gaming market.</p><p><blockquote>此外，全球博彩市场在去年大幅增长 23% 至 177.8B 美元后，预计将略有下降至 175.8B 美元。然而，鉴于尽管全球市场下滑，Garena 在 2021 财年仍实现了令人印象深刻的增长，我们相信这验证了其商业模式和前景。值得注意的是，博彩市场有望在未来扭转颓势。因此，在全球游戏市场复苏的推动下，Garena 在移动游戏领域的领导地位可能会继续推动其增长。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0a0612da9a19f7b7198d43213b4f4470\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><span>Shopee adjusted EBITDA per order. Data source: Company filings</span></p><p><blockquote><p class=\"t-img-caption\"><span>Shopee 调整了每个订单的 EBITDA。数据来源：公司文件</span></p></blockquote></p><p> But, some investors may have been spooked by Shopee's (Sea Limited's e-commerce arm) continued expansion into new geographical markets. Notably, Shopee continues to report adjusted EBITDA loss per order, as shown above. Therefore, some investors might have been concerned about whether the company's plate is getting too much to handle. Over the last three months, the company has entered into new markets such as India, France, Spain, and Poland. They are in addition to its battle with MercadoLibre (MELI) in Latin America, particularly Brazil. As a result, there are concerns on whether Sea Limited could continue its adroit execution in these markets while still making losses. We believe such concerns are valid. However, Sea Limited has shown its tremendous capability in penetrating the most important markets where the incumbents have strong leadership. It includes Lazada (BABA) in Southeast Asia, MercadoLibre in Brazil, and Tokopedia in Indonesia. Shopee was never the first-mover. But, it took advantage as the \"late-comer\" as it sought to compete with the incumbents. It's important to note that Sea Limited is not averse to competition. It has thrived against the incumbents and has made the e-commerce space in these geographical regions much more competitive.</p><p><blockquote>但是，一些投资者可能对 Shopee（Sea Limited 的电子商务部门）向新地理市场的持续扩张感到害怕。值得注意的是，Shopee 继续报告每个订单的调整后 EBITDA 损失，如上所示。因此，一些投资者可能担心该公司的盘子是否有太多难以处理。在过去的三个月里，该公司进入了印度、法国、西班牙和波兰等新市场。此外，它还在拉丁美洲，特别是巴西与自由市场（MELI）的斗争。因此，人们担心 Sea Limited 能否在这些市场继续其娴熟的执行，同时仍在亏损。我们认为这种担忧是合理的。然而，Sea Limited 在渗透现有企业拥有强大领导地位的最重要市场方面表现出了巨大的能力。它包括东南亚的Lazada（BABA）、巴西的MercadoLibre和印度尼西亚的Tokopedia。Shopee从来都不是先行者。但是，它利用了“后来者”的优势，试图与现任者竞争。值得注意的是，Sea Limited并不反对竞争。它与现有企业相比蓬勃发展，并使这些地理区域的电子商务领域更具竞争力。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/80938433e2d55307ca40000eeea2a26f\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><span>Sea Limited revised adjusted EPS mean consensus estimates. Data source: S&amp;P Capital IQ, Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>Sea Limited 修订调整后每股收益平均共识估计。数据来源：标普资本智商、Seeking Alpha</span></p></blockquote></p><p> Nevertheless, the road towards profitability might be stretched further due to its e-commerce expansion. Readers can quickly glance over the chart above, where its adjusted EPS estimates have been revised downwards through FY23 over the last five months. However, we believe that if you are a long-term investor with a five-year horizon at least, it's not a cause for concern. Earlier investors in Sea Limited can keenly recall the company's massive adjusted EBITDA per order losses, as seen in the previous chart. Shopee has scaled tremendously over the last five years and has improved its operating leverage further. But, it's important to note that it takes time to scale up. Therefore, earlier losses in new geographical markets are expected. But, management has demonstrated its execution capability over the last three years. Considering its much reduced adjusted EBITDA losses over the previous few years, we believe that Shopee is even better positioned than before to navigate its expansion.</p><p><blockquote>然而，由于其电子商务的扩张，盈利之路可能会进一步延长。读者可以快速浏览上图，其中2023财年在过去五个月中对其调整后的每股收益预期进行了下调。然而，我们认为，如果您是至少有五年期限的长期投资者，则无需担心。Sea Limited 的早期投资者可以清楚地回忆起该公司每笔订单的巨额调整后 EBITDA 损失，如上图表所示。Shopee 在过去五年中规模巨大，并进一步提高了运营杠杆。但是，重要的是要注意，扩大规模需要时间。因此，预计新地理市场的早期亏损。但是，管理层在过去三年中已经展示了其执行能力。考虑到过去几年调整后 EBITDA 亏损大幅减少，我们相信 Shopee 比以前更有能力进行扩张。</blockquote></p><p> <b>So, is SE Stock a Buy Now?</b></p><p><blockquote><b>那么，SE 股票现在值得买入吗？</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3dbc835e49ded8a7a0e5f4fcc9e10649\" tg-width=\"640\" tg-height=\"384\" referrerpolicy=\"no-referrer\"><span>SE stock EV/NTM Revenue 4Y mean.</span></p><p><blockquote><p class=\"t-img-caption\"><span>SE股票EV/NTM收入4年平均值。</span></p></blockquote></p><p> SE stock is trading at an EV/NTM Revenue of 8.3x. Therefore, it has brought it back to its 4Y NTM revenue multiple mean of 8.6x. We believe there's a fantastic opportunity right now as the market has undoubtedly overreacted. As demonstrated clearly, SE is still expected to generate massive revenue growth moving ahead, even though it means the road to profitability gets further extended.</p><p><blockquote>SE 股票的 EV/NTM 收入为 8.3 倍。因此，它已将其恢复到 4 年 NTM 收入倍数平均值 8.6 倍。我们相信现在有一个绝佳的机会，因为市场无疑已经反应过度。正如清楚地表明的那样，SE 仍有望在未来实现巨大的收入增长，尽管这意味着盈利之路将进一步延长。</blockquote></p><p> Considering its FY23 revenue estimate, SE stock is trading at just 5.8x FY23 revenue. No one can accurately predict where the stock will be headed over the next few months. But, we think it represents a tremendous opportunity right now.</p><p><blockquote>考虑到其2023财年收入预期，SE 股票的交易价格仅为2023财年收入的 5.8 倍。没有人能够准确预测该股未来几个月的走势。但是，我们认为现在这是一个巨大的机会。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3bea18a0bdfd970ea640308dc35e099c\" tg-width=\"635\" tg-height=\"362\" referrerpolicy=\"no-referrer\"><span>SE stock price target Vs. actual price trend. Source: Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>SE 股价目标与实际价格趋势。来源：Seeking Alpha</span></p></blockquote></p><p></p><p> Moreover, readers can observe that the valuation gap between SE stock's consensus price target (PT) of $405.87 and its current price has never been more significant in a while. It's even more pronounced than its last significant correction in April/May. Notably, the consensus price target has been revised upwards despite the so-called \"gaming headwinds.\" And, if you look at the price chart, SE stock price has followed the revised PT trend very consistently over time. Therefore, the current price could be one of the most significant discounts you could observe in a long time.</p><p><blockquote>此外，读者可以观察到，SE 股票的共识目标价 (PT) 405.87 美元与其当前价格之间的估值差距一段时间以来从未如此显着。这比4月/5月的上一次大幅调整更加明显。值得注意的是，尽管存在所谓的“博彩逆风”，但共识目标价格已被上调。而且，如果你看一下价格图表，随着时间的推移，SE 股价一直非常一致地遵循修订后的 PT 趋势。因此，当前价格可能是您在很长一段时间内观察到的最大折扣之一。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/939a544ab94c9e2a2b8a6db943703b39\" tg-width=\"910\" tg-height=\"602\" referrerpolicy=\"no-referrer\"><span>SE stock DCF valuation model. Data source: S&amp;P Capital IQ, company filings, author</span></p><p><blockquote><p class=\"t-img-caption\"><span>SE股票DCF估值模型。数据来源：S&amp;P Capital IQ、公司文件、作者</span></p></blockquote></p><p> Our DCF model also shows that SE stock is now significantly undervalued with an implied fair value of $371.46. We have also used reasonable estimates in our model. Moreover, we believe that SE will continue to gain significant operating leverage as it scales in the new markets. We estimate that its adjusted EBITDA margins could reach 15% by FY25.</p><p><blockquote>我们的 DCF 模型还显示，SE 股票目前被严重低估，隐含公允价值为 371.46 美元。我们在模型中也使用了合理的估计。此外，我们相信，随着SE在新市场的扩大规模，SE将继续获得显著的运营杠杆。我们预计，到 2025 财年，其调整后 EBITDA 利润率可能达到 15%。</blockquote></p><p> Lastly, the stock is also testing a critical support level that has strongly underpinned the stock's advance since early 2021. Therefore, there are sufficient reasons to believe that the current entry point to add exposure to SE stock seems very attractive now.</p><p><blockquote>最后，该股还在测试一个关键支撑位，该支撑位自 2021 年初以来一直有力地支撑着该股的上涨。因此，有足够的理由相信，目前增加SE股票敞口的切入点现在看来非常有吸引力。</blockquote></p><p> Consequently,<i>we revise our rating on SE stock to Strong Buy</i>.</p><p><blockquote>因此，<i>我们将 SE 股票评级修改为强力买入</i>.</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4475931-sea-se-down-significantly-stock-strong-buy\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"https://seekingalpha.com/article/4475931-sea-se-down-significantly-stock-strong-buy","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109541249","content_text":"Summary\n\nSea Limited stock has been battered recently as growth stocks sold off massively in the market.\nHowever, we believe that the fundamental thesis on its rapid growth remains robust.\nWe discuss why investors should capitalize on its recent significant correction to add exposure.\n\nkokkai/iStock Unreleased via Getty Images\nInvestment Thesis\nSea Limited(NYSE:SE) stock is one of our highest conviction growth stocks that has been severely battered over the last month. Since its recent all-time high (ATH) in October, its price has dropped by a dramatic 43%. Many reasons have been presented on why the stock has fallen. We exhort investors not to read too much into them. We believe nothing material has changed from its fundamental thesis. The stock has had a remarkable run in 2021 relative to its gaming peers or e-tailer peers. Therefore, profit-taking of this extent should not be surprising as fear struck growth stocks.\nMoreover, the recent significant correction in growth stocks across the market has also hit SE stock hard. But, we are not concerned. Significant volatility will always be a factor influencing the performance of growth stocks like SE in the short term.\nNotably, we observed that the consensus target price on SE stock had been revised upwards since its FQ3 report card. Moreover, the gap between its price target and its current stock price has been greater than its last significant correction in April/May.\nOur internal DCF valuation model also points to a stock that is now significantly undervalued. Thanks to the market's myopia, we have been presented with another fantastic opportunity since April/May to add SE stock with great fervor again.\nWe discuss why we think investors should not miss this incredible opportunity to add exposure to an outstanding growth stock.\nSE Stock YTD Performance\nSE stock YTD performance (as of 17 December'21).\nAs a result of the significant correction recently, SE stock's YTD return has dropped to 6.9%, thus underperforming the market. Notably, its YTD gain was as high as 80% in October/early November. Despite that, the stock is still outperforming its e-tailer and gaming peers, as shown above.\nSea Stock Estimates Have Consistently Been Revised Upwards\nSea Limited revised revenue mean consensus estimates. Data source: S&P Capital IQ, Seeking Alpha\nReaders can quickly observe that the company's revenue consensus estimates for FY21-23 have consistently been revised upwards over the last five months. These revisions lend credence to the robust growth prospects of the company over the next two years. Notably, Sea Limited's revenue is estimated to increase at a phenomenal CAGR of 42.8% through FY23.\nThere were concerns over the growth rates of its Garena gaming arm in its FQ3 report card.We also explained in our previous article that Sea Limited has clearly explained that investors should expect normalization in Garena's growth after two spectacular years. However, its monetization capability continues to dazzle. Therefore, we are confident that Garena can continue its robust monetization strategies moving forward.\nMoreover, data from Sensor Tower's recent gaming statistics continue to point to sturdy performance from its Free Fire game. It continues to be ranked among the top ten mobile games in terms of overall gaming revenue in November. Moreover, it's also ranked#2 in overall downloadsacross both the App Store and Google Play. Notably, it's also among eight games globally whose annual revenue crossed $1B as of 14 December. Therefore, we think the sentiments and chatter about Free Fire's \"one-shot wonder\" have been overblown.\nGlobal games market forecast. Source: Google, Newzoo\nIn addition, the global gaming market is estimated to experience a slight decline to $175.8B after last year's massive 23% growth to $177.8B. However, given Garena's impressive growth in FY21 despite the decline in the global market, we believe it validates its business model and prospects. Notably, the gaming market is expected to reverse its decline moving forward. Therefore, Garena's leadership in mobile gaming could continue to propel its growth underpinned by the recovery in the global gaming market.\nShopee adjusted EBITDA per order. Data source: Company filings\nBut, some investors may have been spooked by Shopee's (Sea Limited's e-commerce arm) continued expansion into new geographical markets. Notably, Shopee continues to report adjusted EBITDA loss per order, as shown above. Therefore, some investors might have been concerned about whether the company's plate is getting too much to handle. Over the last three months, the company has entered into new markets such as India, France, Spain, and Poland. They are in addition to its battle with MercadoLibre (MELI) in Latin America, particularly Brazil. As a result, there are concerns on whether Sea Limited could continue its adroit execution in these markets while still making losses. We believe such concerns are valid. However, Sea Limited has shown its tremendous capability in penetrating the most important markets where the incumbents have strong leadership. It includes Lazada (BABA) in Southeast Asia, MercadoLibre in Brazil, and Tokopedia in Indonesia. Shopee was never the first-mover. But, it took advantage as the \"late-comer\" as it sought to compete with the incumbents. It's important to note that Sea Limited is not averse to competition. It has thrived against the incumbents and has made the e-commerce space in these geographical regions much more competitive.\nSea Limited revised adjusted EPS mean consensus estimates. Data source: S&P Capital IQ, Seeking Alpha\nNevertheless, the road towards profitability might be stretched further due to its e-commerce expansion. Readers can quickly glance over the chart above, where its adjusted EPS estimates have been revised downwards through FY23 over the last five months. However, we believe that if you are a long-term investor with a five-year horizon at least, it's not a cause for concern. Earlier investors in Sea Limited can keenly recall the company's massive adjusted EBITDA per order losses, as seen in the previous chart. Shopee has scaled tremendously over the last five years and has improved its operating leverage further. But, it's important to note that it takes time to scale up. Therefore, earlier losses in new geographical markets are expected. But, management has demonstrated its execution capability over the last three years. Considering its much reduced adjusted EBITDA losses over the previous few years, we believe that Shopee is even better positioned than before to navigate its expansion.\nSo, is SE Stock a Buy Now?\nSE stock EV/NTM Revenue 4Y mean.\nSE stock is trading at an EV/NTM Revenue of 8.3x. Therefore, it has brought it back to its 4Y NTM revenue multiple mean of 8.6x. We believe there's a fantastic opportunity right now as the market has undoubtedly overreacted. As demonstrated clearly, SE is still expected to generate massive revenue growth moving ahead, even though it means the road to profitability gets further extended.\nConsidering its FY23 revenue estimate, SE stock is trading at just 5.8x FY23 revenue. No one can accurately predict where the stock will be headed over the next few months. But, we think it represents a tremendous opportunity right now.\nSE stock price target Vs. actual price trend. Source: Seeking Alpha\nMoreover, readers can observe that the valuation gap between SE stock's consensus price target (PT) of $405.87 and its current price has never been more significant in a while. It's even more pronounced than its last significant correction in April/May. Notably, the consensus price target has been revised upwards despite the so-called \"gaming headwinds.\" And, if you look at the price chart, SE stock price has followed the revised PT trend very consistently over time. Therefore, the current price could be one of the most significant discounts you could observe in a long time.\nSE stock DCF valuation model. Data source: S&P Capital IQ, company filings, author\nOur DCF model also shows that SE stock is now significantly undervalued with an implied fair value of $371.46. We have also used reasonable estimates in our model. Moreover, we believe that SE will continue to gain significant operating leverage as it scales in the new markets. We estimate that its adjusted EBITDA margins could reach 15% by FY25.\nLastly, the stock is also testing a critical support level that has strongly underpinned the stock's advance since early 2021. Therefore, there are sufficient reasons to believe that the current entry point to add exposure to SE stock seems very attractive now.\nConsequently,we revise our rating on SE stock to Strong Buy.","news_type":1,"symbols_score_info":{"SE":0.9}},"isVote":1,"tweetType":1,"viewCount":3858,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693011492,"gmtCreate":1639926299918,"gmtModify":1639926300342,"author":{"id":"4088114426953000","authorId":"4088114426953000","name":"小金钱袋","avatar":"https://static.tigerbbs.com/fcfe810767ab9edba4fd3048d353a712","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088114426953000","authorIdStr":"4088114426953000"},"themes":[],"title":"","htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693011492","repostId":"2192099879","repostType":4,"isVote":1,"tweetType":1,"viewCount":3348,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699109726,"gmtCreate":1639753300736,"gmtModify":1639753301138,"author":{"id":"4088114426953000","authorId":"4088114426953000","name":"小金钱袋","avatar":"https://static.tigerbbs.com/fcfe810767ab9edba4fd3048d353a712","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088114426953000","authorIdStr":"4088114426953000"},"themes":[],"title":"","htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/699109726","repostId":"1160013875","repostType":4,"repost":{"id":"1160013875","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":1639752126,"share":"https://www.laohunote.com/m/news/1160013875?lang=zh_CN&edition=full","pubTime":"2021-12-17 22:42","market":"us","language":"en","title":"Beke fell over 5% in morning trading after it refuted the Muddy Waters’ report<blockquote>Beke 在驳斥浑水公司的报告后，早盘交易中股价下跌超过 5%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1160013875","media":"Tiger Newspress","summary":"Beke fell over 5% in morning trading after it refuted the Muddy Waters’ report.It today issued the f","content":"<p>Beke fell over 5% in morning trading after it refuted the Muddy Waters’ report.<img src=\"https://static.tigerbbs.com/32df0704b5e81f8fd6aa35aa5921c563\" tg-width=\"766\" tg-height=\"566\" width=\"100%\" height=\"auto\">It&nbsp;today issued the following statement in response to allegations made in a report by Muddy Waters Capital LLC (“Muddy Waters”).</p><p><blockquote>在驳斥浑水公司的报告后，Beke 在早盘交易中下跌超过 5%。针对 Muddy Waters Capital LLC（“Muddy Waters ”）在一份报告中提出的指控，该公司今天发表了以下声明。</blockquote></p><p> Yesterday, Muddy Waters issued a short seller report attacking Beike. Based upon the Company’s preliminary review and evaluation of the report, the Company believes the report is without merit and contains numerous errors of fact, unsubstantiated statements, and misleading speculations and interpretations. The report also shows a lack of basic understanding of the housing transactions industry in China.</p><p><blockquote>昨日，浑水发布空头报告攻击贝壳。根据公司对该报告的初步审查和评估，公司认为该报告毫无根据，包含许多事实错误、未经证实的陈述以及误导性的猜测和解释。报告还显示了对中国房屋交易行业缺乏基本的了解。</blockquote></p><p></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>Beke fell over 5% in morning trading after it refuted the Muddy Waters’ report<blockquote>Beke 在驳斥浑水公司的报告后，早盘交易中股价下跌超过 5%</blockquote></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: 12.5px; color: #7E829C; margin: 0;}\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\">\nBeke fell over 5% in morning trading after it refuted the Muddy Waters’ report<blockquote>Beke 在驳斥浑水公司的报告后，早盘交易中股价下跌超过 5%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\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 smaller\">2021-12-17 22:42</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Beke fell over 5% in morning trading after it refuted the Muddy Waters’ report.<img src=\"https://static.tigerbbs.com/32df0704b5e81f8fd6aa35aa5921c563\" tg-width=\"766\" tg-height=\"566\" width=\"100%\" height=\"auto\">It&nbsp;today issued the following statement in response to allegations made in a report by Muddy Waters Capital LLC (“Muddy Waters”).</p><p><blockquote>在驳斥浑水公司的报告后，Beke 在早盘交易中下跌超过 5%。针对 Muddy Waters Capital LLC（“Muddy Waters ”）在一份报告中提出的指控，该公司今天发表了以下声明。</blockquote></p><p> Yesterday, Muddy Waters issued a short seller report attacking Beike. Based upon the Company’s preliminary review and evaluation of the report, the Company believes the report is without merit and contains numerous errors of fact, unsubstantiated statements, and misleading speculations and interpretations. The report also shows a lack of basic understanding of the housing transactions industry in China.</p><p><blockquote>昨日，浑水发布空头报告攻击贝壳。根据公司对该报告的初步审查和评估，公司认为该报告毫无根据，包含许多事实错误、未经证实的陈述以及误导性的猜测和解释。报告还显示了对中国房屋交易行业缺乏基本的了解。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BEKE":"贝壳"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160013875","content_text":"Beke fell over 5% in morning trading after it refuted the Muddy Waters’ report.It today issued the following statement in response to allegations made in a report by Muddy Waters Capital LLC (“Muddy Waters”).\nYesterday, Muddy Waters issued a short seller report attacking Beike. Based upon the Company’s preliminary review and evaluation of the report, the Company believes the report is without merit and contains numerous errors of fact, unsubstantiated statements, and misleading speculations and interpretations. The report also shows a lack of basic understanding of the housing transactions industry in China.","news_type":1,"symbols_score_info":{"BEKE":0.9}},"isVote":1,"tweetType":1,"viewCount":3550,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690245022,"gmtCreate":1639673130607,"gmtModify":1639673130982,"author":{"id":"4088114426953000","authorId":"4088114426953000","name":"小金钱袋","avatar":"https://static.tigerbbs.com/fcfe810767ab9edba4fd3048d353a712","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088114426953000","authorIdStr":"4088114426953000"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690245022","repostId":"604279335","repostType":1,"repost":{"id":604279335,"gmtCreate":1639407361342,"gmtModify":1639476404151,"author":{"id":"3574982782498607","authorId":"3574982782498607","name":"WYCKOFFPRO","avatar":"https://static.tigerbbs.com/e6df9a333ebef85a0ceac10611fda7c0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574982782498607","authorIdStr":"3574982782498607"},"themes":[],"title":"Wyckoff Price Volume Analysis for S&P 500, Nasdaq, Dow Jones, Russell 2000","htmlText":"\n \n \n  Watch the video below for a detailed price volume analysis (the Wyckoff analysis) in S&amp;P 500, Nasdaq, Dow Jones, Russell 2000 and to anticipate the next directional bias. This video is extracted from my Weekly Live session on 12 Dec 2021.Watch the video belowMarket BreadthStock market breadth vs SPXLast week S&amp;P 500 index (SPX) closed at an all-time high despite the stock market breadth continued to deteriorate, only 42% of stocks are above 200-day average, as shown above.I've initiated some short positions in the weak stocks like <a target=\"_blank\" href=\"https://laohu8.com/S/IWM\">$罗素2000指数ETF(IWM)$</a>&nbsp;, <a target=\"_blank\" href=\"https://laohu8.com/S/TWLO\">$Twilio Inc(TWLO)$</a>&nbsp;, <a target=\"_blank\" href=\"https://laohu8.com/S/PLUG\">$普拉格能源(PLUG)$</a>&nbsp;to test the water\n \n","listText":"Watch the video below for a detailed price volume analysis (the Wyckoff analysis) in S&amp;P 500, Nasdaq, Dow Jones, Russell 2000 and to anticipate the next directional bias. This video is extracted from my Weekly Live session on 12 Dec 2021.Watch the video belowMarket BreadthStock market breadth vs SPXLast week S&amp;P 500 index (SPX) closed at an all-time high despite the stock market breadth continued to deteriorate, only 42% of stocks are above 200-day average, as shown above.I've initiated some short positions in the weak stocks like <a target=\"_blank\" href=\"https://laohu8.com/S/IWM\">$罗素2000指数ETF(IWM)$</a>&nbsp;, <a target=\"_blank\" href=\"https://laohu8.com/S/TWLO\">$Twilio Inc(TWLO)$</a>&nbsp;, <a target=\"_blank\" href=\"https://laohu8.com/S/PLUG\">$普拉格能源(PLUG)$</a>&nbsp;to test the water","text":"Watch the video below for a detailed price volume analysis (the Wyckoff analysis) in S&P 500, Nasdaq, Dow Jones, Russell 2000 and to anticipate the next directional bias. This video is extracted from my Weekly Live session on 12 Dec 2021.Watch the video belowMarket BreadthStock market breadth vs SPXLast week S&P 500 index (SPX) closed at an all-time high despite the stock market breadth continued to deteriorate, only 42% of stocks are above 200-day average, as shown above.I've initiated some short positions in the weak stocks like $罗素2000指数ETF(IWM)$ , $Twilio Inc(TWLO)$ , $普拉格能源(PLUG)$ to test the water","images":[{"img":"https://static.tigerbbs.com/6cf9a2c982cf250d35931b5b541da3dd","width":"0","height":"0"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/604279335","isVote":1,"tweetType":2,"object":{"id":"44baef7dc4874c77832c8048f3e2226a","tweetId":"604279335","videoUrl":"https://1254107296.vod2.myqcloud.com/3e467bc5vodtranssgp1254107296/ff8d050c387702292770544031/v.f30.mp4","poster":"https://static.tigerbbs.com/6cf9a2c982cf250d35931b5b541da3dd"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1038,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690246850,"gmtCreate":1639672952383,"gmtModify":1639672985211,"author":{"id":"4088114426953000","authorId":"4088114426953000","name":"小金钱袋","avatar":"https://static.tigerbbs.com/fcfe810767ab9edba4fd3048d353a712","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088114426953000","authorIdStr":"4088114426953000"},"themes":[],"title":"","htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690246850","isVote":1,"tweetType":1,"viewCount":1069,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690239150,"gmtCreate":1639668139372,"gmtModify":1639668139740,"author":{"id":"4088114426953000","authorId":"4088114426953000","name":"小金钱袋","avatar":"https://static.tigerbbs.com/fcfe810767ab9edba4fd3048d353a712","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088114426953000","authorIdStr":"4088114426953000"},"themes":[],"title":"","htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/690239150","repostId":"2191453039","repostType":4,"isVote":1,"tweetType":1,"viewCount":1117,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690665955,"gmtCreate":1639664919121,"gmtModify":1639664919719,"author":{"id":"4088114426953000","authorId":"4088114426953000","name":"小金钱袋","avatar":"https://static.tigerbbs.com/fcfe810767ab9edba4fd3048d353a712","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088114426953000","authorIdStr":"4088114426953000"},"themes":[],"title":"","htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/690665955","repostId":"1142996286","repostType":4,"repost":{"id":"1142996286","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":1639659703,"share":"https://www.laohunote.com/m/news/1142996286?lang=zh_CN&edition=full","pubTime":"2021-12-16 21:01","market":"us","language":"en","title":"Toplines Before US Market Open on Thursday<blockquote>周四美国市场开盘前的顶线</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1142996286","media":"Tiger Newspress","summary":"U.S. stock-index futures advanced Thursday morning after the market staged a U-turn the previous trading session, welcoming a Federal Reserve decision to ramp up the pace of its taper and leave interest rates unchanged — for now.$Delta Air Lines$ – Delta rose 2.3% in the premarket after projecting a $200 million fourth-quarter profit. Consensus forecasts were predicting a quarterly loss for Delta, but the carrier said it is seeing strong holiday demand and it is on the path toward exceeding pre-","content":"<p>U.S.&nbsp;stock-index futures advanced Thursday morning after&nbsp;the market staged a U-turn&nbsp;the previous trading session, welcoming a Federal Reserve decision to ramp up the pace of its taper and leave interest rates unchanged — for now.</p><p><blockquote>美国股指期货周四上午上涨，此前市场在前一个交易日出现180度大转弯，对美联储加快缩减规模步伐并暂时维持利率不变的决定表示欢迎。</blockquote></p><p> At 8:00 a.m. ET, Dow e-minis were up 204 points, or 0.57%, S&amp;P 500 e-minis were up 31.25 points, or 0.66%, and Nasdaq 100 e-minis were up 115.25 points, or 0.71%.<img src=\"https://static.tigerbbs.com/6e8a71c62338c2a045263d40bb9c86e4\" tg-width=\"1080\" tg-height=\"368\" width=\"100%\" height=\"auto\">With the Fed giving markets a breather Wednesday, traders will turn their Thursday to&nbsp;fresh Labor Department data on initial weekly jobless claims. First-time unemployment filings are expected to reflect a slight increase after&nbsp;last’s 52-week low.</p><p><blockquote>美国东部时间上午 8:00，道琼斯电子迷你指数上涨 204 点，涨幅 0.57%，标普500电子迷你指数上涨 31.25 点，涨幅 0.66%，纳斯达克 100 电子迷你指数上涨 115.25 点，涨幅 0.71%。随着美联储周三给市场一个喘息的机会，交易员将把周四的注意力转向劳工部关于每周初请失业金人数的最新数据。首次申请失业救济人数预计将在去年创下 52 周低点后略有增加。</blockquote></p><p> <b>Stocks making the biggest moves premarket: </b></p><p><blockquote><b>盘前波动最大的股票：</b></blockquote></p><p> <b><a href=\"https://laohu8.com/S/DAL\">Delta Air Lines</a></b> – Delta rose 2.3% in the premarket after projecting a $200 million fourth-quarter profit. Consensus forecasts were predicting a quarterly loss for Delta, but the carrier said it is seeing strong holiday demand and it is on the path toward exceeding pre-pandemic profit levels.</p><p><blockquote><b><a href=\"https://laohu8.com/S/DAL\">达美航空</a></b>– 达美航空预计第四季度利润为 2 亿美元，盘前股价上涨 2.3%。普遍预测达美航空将出现季度亏损，但该航空公司表示，假日需求强劲，并且有望超过大流行前的利润水平。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/ACN\">Accenture PLC</a></b> – The consulting firm’s shares surged 6.7% in the premarket after it reported better-than-expected profit and revenue for its latest quarter, and raised its earnings guidance for fiscal 2022. Revenue rose by more than 20% across the four biggest industry groups in Accenture’s customer base.</p><p><blockquote><b><a href=\"https://laohu8.com/S/ACN\">埃森哲公司</a></b>- 这家咨询公司公布最新一个季度的利润和收入好于预期，并上调了 2022 财年的盈利指引，其股价在盘前大涨 6.7%。埃森哲客户群中四大行业集团的收入增长了 20% 以上。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/REGN\">Regeneron Pharmaceuticals</a></b> – The drugmaker’s shares declined 1% in premarket trading after it said its antibody cocktail loses potency against the omicron Covid-19 variant. Regeneron did say that the cocktail is effective against the delta variant.</p><p><blockquote><b><a href=\"https://laohu8.com/S/REGN\">再生元制药</a></b>- 该制药商称其抗体鸡尾酒对奥密克戎 Covid-19 变种失去效力后，其股价在盘前交易中下跌了 1%。再生元确实说过这种鸡尾酒对德尔塔变异毒株有效。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/LEN\">Lennar</a></b> – Lennar reported quarterly earnings of $3.91 per share, below the $4.15 consensus estimate, and the homebuilder’s revenue also fell short of forecasts. Lennar was hurt by higher lumber costs as well as increased labor costs and shortages of raw materials, resulting in delayed home deliveries. Lennar tumbled 6.3% in premarket action.</p><p><blockquote><b><a href=\"https://laohu8.com/S/LEN\">伦纳</a></b>- Lennar 公布的季度收益为每股 3.91 美元，低于市场普遍预期的 4.15 美元，该住宅建筑商的收入也低于预期。Lennar 受到木材成本上升、劳动力成本增加和原材料短缺的影响，导致送货上门延迟。Lennar 在盘前交易中暴跌 6.3%。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/NVS\">Novartis AG</a></b> – Novartis launched a new share buyback program worth up to $15 billion, with the drug maker planning to complete those repurchases by the end of 2023. Shares jumped 4% in premarket trading.</p><p><blockquote><b><a href=\"https://laohu8.com/S/NVS\">诺华公司</a></b>– 诺华启动了一项价值高达 150 亿美元的新股票回购计划，该制药商计划在 2023 年底前完成这些回购。股价在盘前交易中上涨 4%。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/V\">Visa</a>&nbsp;</b>– <a href=\"https://laohu8.com/S/V\">Visa</a> rose 1.1% in the premarket after announcing that it added $12 billion to its share buyback program, bringing the total amount of its repurchase authority to $13.2 billion.</p><p><blockquote><b><a href=\"https://laohu8.com/S/V\">签证</a> </b>–<a href=\"https://laohu8.com/S/V\">签证</a>在宣布向股票回购计划增加 120 亿美元后，盘前上涨 1.1%，使其回购授权总额达到 132 亿美元。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/SJM\">Smucker's</a> </b>– Smucker struck a deal to sell its natural beverage and grains businesses to private equity firm Nexus Capital Management for $110 million, with the food producer saying it wanted to focus more resources on its core brands.</p><p><blockquote><b><a href=\"https://laohu8.com/S/SJM\">斯穆克的</a></b>– Smucker 达成协议，以 1.1 亿美元的价格将其天然饮料和谷物业务出售给私募股权公司 Nexus Capital Management，这家食品生产商表示希望将更多资源集中在其核心品牌上。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/ISRG\">Intuitive Surgical</a> </b>– <a href=\"https://laohu8.com/S/ISRG\">Intuitive Surgical</a> was added to the “conviction buy” list at Goldman Sachs, which points to the company’s pending launch of a new surgical system. Shares added 1.2% in the premarket.</p><p><blockquote><b><a href=\"https://laohu8.com/S/ISRG\">直观手术</a></b>–<a href=\"https://laohu8.com/S/ISRG\">直观手术</a>被列入高盛的 “信念买入 ”名单，这表明该公司即将推出一种新的手术系统。盘前股价上涨 1.2%。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/T\">AT&amp;T Inc</a> </b>– Morgan Stanley upgraded AT&amp;T to “overweight” from “equal-weight,” saying a recent slide by the stock creates an attractive risk-reward profile. The firm said there are several other key factors driving the upgrade, including the pending completion of the WarnerMedia/Discoverymerger. AT&amp;T gained 1.5% in premarket trading.</p><p><blockquote><b><a href=\"https://laohu8.com/S/T\">美国电话电报公司</a></b>- 摩根士丹利将美国电话电报公司的评级从 “同等权重 ”上调至 “跑赢大盘”，称该股最近的下滑创造了一个有吸引力的风险回报状况。该公司表示，还有其他几个关键因素推动了升级，包括华纳媒体/探索频道合并即将完成。AT&amp;T 在盘前交易中上涨 1.5%。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/WOOF\">Petco Health and Wellness Company, Inc.</a> </b>– The pet products seller’s stock added 1.9% in the premarket after Needham began coverage with a “buy” rating. The firm feels Petco should outperform competitors in the pet category, given its presence in multiple channels including veterinary hospitals.</p><p><blockquote><b><a href=\"https://laohu8.com/S/WOOF\">佩特科健康和保健公司。</a></b>- 在 Needham 开始给予 “买入 ”评级后，这家宠物用品销售商的股价在盘前上涨了 1.9%。该公司认为，鉴于 Petco 在包括兽医院在内的多个渠道都有业务，Petco 的表现应该优于宠物类别的竞争对手。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/SHOP\">Shopify</a> </b>– The e-commerce platform operator rallied 2.9% in premarket trading after Evercore upgraded it to “outperform” from “in line.” Evercore noted that the stock is about 20% below its year highs and that the company represents a high-quality asset in terms of growth opportunities.</p><p><blockquote><b><a href=\"https://laohu8.com/S/SHOP\">商店</a></b>- 在 Evercore 将该电子商务平台运营商的评级从 “符合预期 ”上调至 “跑赢大盘”后，该运营商在盘前交易中上涨了 2.9%。Evercore 指出，该股比年内高点低约 20%，就增长机会而言，该公司代表了优质资产。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\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\">\nToplines Before US Market Open on Thursday<blockquote>周四美国市场开盘前的顶线</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\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 smaller\">2021-12-16 21:01</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>U.S.&nbsp;stock-index futures advanced Thursday morning after&nbsp;the market staged a U-turn&nbsp;the previous trading session, welcoming a Federal Reserve decision to ramp up the pace of its taper and leave interest rates unchanged — for now.</p><p><blockquote>美国股指期货周四上午上涨，此前市场在前一个交易日出现180度大转弯，对美联储加快缩减规模步伐并暂时维持利率不变的决定表示欢迎。</blockquote></p><p> At 8:00 a.m. ET, Dow e-minis were up 204 points, or 0.57%, S&amp;P 500 e-minis were up 31.25 points, or 0.66%, and Nasdaq 100 e-minis were up 115.25 points, or 0.71%.<img src=\"https://static.tigerbbs.com/6e8a71c62338c2a045263d40bb9c86e4\" tg-width=\"1080\" tg-height=\"368\" width=\"100%\" height=\"auto\">With the Fed giving markets a breather Wednesday, traders will turn their Thursday to&nbsp;fresh Labor Department data on initial weekly jobless claims. First-time unemployment filings are expected to reflect a slight increase after&nbsp;last’s 52-week low.</p><p><blockquote>美国东部时间上午 8:00，道琼斯电子迷你指数上涨 204 点，涨幅 0.57%，标普500电子迷你指数上涨 31.25 点，涨幅 0.66%，纳斯达克 100 电子迷你指数上涨 115.25 点，涨幅 0.71%。随着美联储周三给市场一个喘息的机会，交易员将把周四的注意力转向劳工部关于每周初请失业金人数的最新数据。首次申请失业救济人数预计将在去年创下 52 周低点后略有增加。</blockquote></p><p> <b>Stocks making the biggest moves premarket: </b></p><p><blockquote><b>盘前波动最大的股票：</b></blockquote></p><p> <b><a href=\"https://laohu8.com/S/DAL\">Delta Air Lines</a></b> – Delta rose 2.3% in the premarket after projecting a $200 million fourth-quarter profit. Consensus forecasts were predicting a quarterly loss for Delta, but the carrier said it is seeing strong holiday demand and it is on the path toward exceeding pre-pandemic profit levels.</p><p><blockquote><b><a href=\"https://laohu8.com/S/DAL\">达美航空</a></b>– 达美航空预计第四季度利润为 2 亿美元，盘前股价上涨 2.3%。普遍预测达美航空将出现季度亏损，但该航空公司表示，假日需求强劲，并且有望超过大流行前的利润水平。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/ACN\">Accenture PLC</a></b> – The consulting firm’s shares surged 6.7% in the premarket after it reported better-than-expected profit and revenue for its latest quarter, and raised its earnings guidance for fiscal 2022. Revenue rose by more than 20% across the four biggest industry groups in Accenture’s customer base.</p><p><blockquote><b><a href=\"https://laohu8.com/S/ACN\">埃森哲公司</a></b>- 这家咨询公司公布最新一个季度的利润和收入好于预期，并上调了 2022 财年的盈利指引，其股价在盘前大涨 6.7%。埃森哲客户群中四大行业集团的收入增长了 20% 以上。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/REGN\">Regeneron Pharmaceuticals</a></b> – The drugmaker’s shares declined 1% in premarket trading after it said its antibody cocktail loses potency against the omicron Covid-19 variant. Regeneron did say that the cocktail is effective against the delta variant.</p><p><blockquote><b><a href=\"https://laohu8.com/S/REGN\">再生元制药</a></b>- 该制药商称其抗体鸡尾酒对奥密克戎 Covid-19 变种失去效力后，其股价在盘前交易中下跌了 1%。再生元确实说过这种鸡尾酒对德尔塔变异毒株有效。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/LEN\">Lennar</a></b> – Lennar reported quarterly earnings of $3.91 per share, below the $4.15 consensus estimate, and the homebuilder’s revenue also fell short of forecasts. Lennar was hurt by higher lumber costs as well as increased labor costs and shortages of raw materials, resulting in delayed home deliveries. Lennar tumbled 6.3% in premarket action.</p><p><blockquote><b><a href=\"https://laohu8.com/S/LEN\">伦纳</a></b>- Lennar 公布的季度收益为每股 3.91 美元，低于市场普遍预期的 4.15 美元，该住宅建筑商的收入也低于预期。Lennar 受到木材成本上升、劳动力成本增加和原材料短缺的影响，导致送货上门延迟。Lennar 在盘前交易中暴跌 6.3%。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/NVS\">Novartis AG</a></b> – Novartis launched a new share buyback program worth up to $15 billion, with the drug maker planning to complete those repurchases by the end of 2023. Shares jumped 4% in premarket trading.</p><p><blockquote><b><a href=\"https://laohu8.com/S/NVS\">诺华公司</a></b>– 诺华启动了一项价值高达 150 亿美元的新股票回购计划，该制药商计划在 2023 年底前完成这些回购。股价在盘前交易中上涨 4%。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/V\">Visa</a>&nbsp;</b>– <a href=\"https://laohu8.com/S/V\">Visa</a> rose 1.1% in the premarket after announcing that it added $12 billion to its share buyback program, bringing the total amount of its repurchase authority to $13.2 billion.</p><p><blockquote><b><a href=\"https://laohu8.com/S/V\">签证</a> </b>–<a href=\"https://laohu8.com/S/V\">签证</a>在宣布向股票回购计划增加 120 亿美元后，盘前上涨 1.1%，使其回购授权总额达到 132 亿美元。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/SJM\">Smucker's</a> </b>– Smucker struck a deal to sell its natural beverage and grains businesses to private equity firm Nexus Capital Management for $110 million, with the food producer saying it wanted to focus more resources on its core brands.</p><p><blockquote><b><a href=\"https://laohu8.com/S/SJM\">斯穆克的</a></b>– Smucker 达成协议，以 1.1 亿美元的价格将其天然饮料和谷物业务出售给私募股权公司 Nexus Capital Management，这家食品生产商表示希望将更多资源集中在其核心品牌上。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/ISRG\">Intuitive Surgical</a> </b>– <a href=\"https://laohu8.com/S/ISRG\">Intuitive Surgical</a> was added to the “conviction buy” list at Goldman Sachs, which points to the company’s pending launch of a new surgical system. Shares added 1.2% in the premarket.</p><p><blockquote><b><a href=\"https://laohu8.com/S/ISRG\">直观手术</a></b>–<a href=\"https://laohu8.com/S/ISRG\">直观手术</a>被列入高盛的 “信念买入 ”名单，这表明该公司即将推出一种新的手术系统。盘前股价上涨 1.2%。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/T\">AT&amp;T Inc</a> </b>– Morgan Stanley upgraded AT&amp;T to “overweight” from “equal-weight,” saying a recent slide by the stock creates an attractive risk-reward profile. The firm said there are several other key factors driving the upgrade, including the pending completion of the WarnerMedia/Discoverymerger. AT&amp;T gained 1.5% in premarket trading.</p><p><blockquote><b><a href=\"https://laohu8.com/S/T\">美国电话电报公司</a></b>- 摩根士丹利将美国电话电报公司的评级从 “同等权重 ”上调至 “跑赢大盘”，称该股最近的下滑创造了一个有吸引力的风险回报状况。该公司表示，还有其他几个关键因素推动了升级，包括华纳媒体/探索频道合并即将完成。AT&amp;T 在盘前交易中上涨 1.5%。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/WOOF\">Petco Health and Wellness Company, Inc.</a> </b>– The pet products seller’s stock added 1.9% in the premarket after Needham began coverage with a “buy” rating. The firm feels Petco should outperform competitors in the pet category, given its presence in multiple channels including veterinary hospitals.</p><p><blockquote><b><a href=\"https://laohu8.com/S/WOOF\">佩特科健康和保健公司。</a></b>- 在 Needham 开始给予 “买入 ”评级后，这家宠物用品销售商的股价在盘前上涨了 1.9%。该公司认为，鉴于 Petco 在包括兽医院在内的多个渠道都有业务，Petco 的表现应该优于宠物类别的竞争对手。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/SHOP\">Shopify</a> </b>– The e-commerce platform operator rallied 2.9% in premarket trading after Evercore upgraded it to “outperform” from “in line.” Evercore noted that the stock is about 20% below its year highs and that the company represents a high-quality asset in terms of growth opportunities.</p><p><blockquote><b><a href=\"https://laohu8.com/S/SHOP\">商店</a></b>- 在 Evercore 将该电子商务平台运营商的评级从 “符合预期 ”上调至 “跑赢大盘”后，该运营商在盘前交易中上涨了 2.9%。Evercore 指出，该股比年内高点低约 20%，就增长机会而言，该公司代表了优质资产。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142996286","content_text":"U.S. stock-index futures advanced Thursday morning after the market staged a U-turn the previous trading session, welcoming a Federal Reserve decision to ramp up the pace of its taper and leave interest rates unchanged — for now.\nAt 8:00 a.m. ET, Dow e-minis were up 204 points, or 0.57%, S&P 500 e-minis were up 31.25 points, or 0.66%, and Nasdaq 100 e-minis were up 115.25 points, or 0.71%.With the Fed giving markets a breather Wednesday, traders will turn their Thursday to fresh Labor Department data on initial weekly jobless claims. First-time unemployment filings are expected to reflect a slight increase after last’s 52-week low.\nStocks making the biggest moves premarket: \nDelta Air Lines – Delta rose 2.3% in the premarket after projecting a $200 million fourth-quarter profit. Consensus forecasts were predicting a quarterly loss for Delta, but the carrier said it is seeing strong holiday demand and it is on the path toward exceeding pre-pandemic profit levels.\nAccenture PLC – The consulting firm’s shares surged 6.7% in the premarket after it reported better-than-expected profit and revenue for its latest quarter, and raised its earnings guidance for fiscal 2022. Revenue rose by more than 20% across the four biggest industry groups in Accenture’s customer base.\nRegeneron Pharmaceuticals – The drugmaker’s shares declined 1% in premarket trading after it said its antibody cocktail loses potency against the omicron Covid-19 variant. Regeneron did say that the cocktail is effective against the delta variant.\nLennar – Lennar reported quarterly earnings of $3.91 per share, below the $4.15 consensus estimate, and the homebuilder’s revenue also fell short of forecasts. Lennar was hurt by higher lumber costs as well as increased labor costs and shortages of raw materials, resulting in delayed home deliveries. Lennar tumbled 6.3% in premarket action.\nNovartis AG – Novartis launched a new share buyback program worth up to $15 billion, with the drug maker planning to complete those repurchases by the end of 2023. Shares jumped 4% in premarket trading.\nVisa – Visa rose 1.1% in the premarket after announcing that it added $12 billion to its share buyback program, bringing the total amount of its repurchase authority to $13.2 billion.\nSmucker's – Smucker struck a deal to sell its natural beverage and grains businesses to private equity firm Nexus Capital Management for $110 million, with the food producer saying it wanted to focus more resources on its core brands.\nIntuitive Surgical – Intuitive Surgical was added to the “conviction buy” list at Goldman Sachs, which points to the company’s pending launch of a new surgical system. Shares added 1.2% in the premarket.\nAT&T Inc – Morgan Stanley upgraded AT&T to “overweight” from “equal-weight,” saying a recent slide by the stock creates an attractive risk-reward profile. The firm said there are several other key factors driving the upgrade, including the pending completion of the WarnerMedia/Discoverymerger. AT&T gained 1.5% in premarket trading.\nPetco Health and Wellness Company, Inc. – The pet products seller’s stock added 1.9% in the premarket after Needham began coverage with a “buy” rating. The firm feels Petco should outperform competitors in the pet category, given its presence in multiple channels including veterinary hospitals.\nShopify – The e-commerce platform operator rallied 2.9% in premarket trading after Evercore upgraded it to “outperform” from “in line.” Evercore noted that the stock is about 20% below its year highs and that the company represents a high-quality asset in terms of growth opportunities.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":1193,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607470187,"gmtCreate":1639581987588,"gmtModify":1639581987943,"author":{"id":"4088114426953000","authorId":"4088114426953000","name":"小金钱袋","avatar":"https://static.tigerbbs.com/fcfe810767ab9edba4fd3048d353a712","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088114426953000","authorIdStr":"4088114426953000"},"themes":[],"title":"","htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/607470187","repostId":"2191956629","repostType":4,"isVote":1,"tweetType":1,"viewCount":1215,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607342678,"gmtCreate":1639493480613,"gmtModify":1639493480999,"author":{"id":"4088114426953000","authorId":"4088114426953000","name":"小金钱袋","avatar":"https://static.tigerbbs.com/fcfe810767ab9edba4fd3048d353a712","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088114426953000","authorIdStr":"4088114426953000"},"themes":[],"title":"","htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/607342678","repostId":"1116938175","repostType":4,"repost":{"id":"1116938175","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":1639493199,"share":"https://www.laohunote.com/m/news/1116938175?lang=zh_CN&edition=full","pubTime":"2021-12-14 22:46","market":"us","language":"en","title":"Weibo slid over 4% in morning trading as it was fined 44 times and fined 14.3 million yuan this year<blockquote>微博在早盘交易中下滑超过4%，今年被罚款44次，罚款1430万元</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1116938175","media":"Tiger Newspress","summary":"Weibo slid over 4% in morning trading as it was fined 44 times and fined 14.3 million yuan this year","content":"<p>Weibo slid over 4% in morning trading as it was fined 44 times and fined 14.3 million yuan this year.<img src=\"https://static.tigerbbs.com/6472704a9da273fff8e640e05e1270c9\" tg-width=\"776\" tg-height=\"559\" width=\"100%\" height=\"auto\">On December 14, the National Network Information Office issued a document saying that it had recently interviewed SINA Corp&nbsp;Weibo&nbsp;Principal responsible person, editor-in-chief, SINA Corp&nbsp;Weibo&nbsp;the operating entity shall be given an administrative penalty of a total fine of 3 million yuan. From January to November this year, SINA Corp&nbsp;Weibo&nbsp;a total of 44 disposal penalties were imposed, and a fine of 500,000 yuan was imposed for many times, with a cumulative fine of 14.3 million yuan.</p><p><blockquote>微博在早盘交易中下滑超过4%，今年被罚款44次，罚款1430万元。12月14日，国家网信办发文称，近日已约谈新浪公司微博主要负责人、总编辑，新浪公司微博运营主体将被处以合计罚款300万元的行政处罚。今年1月至11月，新浪公司微博共作出44次处置处罚，多次开出50万元罚单，累计罚款1430万元。</blockquote></p><p></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>Weibo slid over 4% in morning trading as it was fined 44 times and fined 14.3 million yuan this year<blockquote>微博在早盘交易中下滑超过4%，今年被罚款44次，罚款1430万元</blockquote></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: 12.5px; color: #7E829C; margin: 0;}\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\">\nWeibo slid over 4% in morning trading as it was fined 44 times and fined 14.3 million yuan this year<blockquote>微博在早盘交易中下滑超过4%，今年被罚款44次，罚款1430万元</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\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 smaller\">2021-12-14 22:46</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Weibo slid over 4% in morning trading as it was fined 44 times and fined 14.3 million yuan this year.<img src=\"https://static.tigerbbs.com/6472704a9da273fff8e640e05e1270c9\" tg-width=\"776\" tg-height=\"559\" width=\"100%\" height=\"auto\">On December 14, the National Network Information Office issued a document saying that it had recently interviewed SINA Corp&nbsp;Weibo&nbsp;Principal responsible person, editor-in-chief, SINA Corp&nbsp;Weibo&nbsp;the operating entity shall be given an administrative penalty of a total fine of 3 million yuan. From January to November this year, SINA Corp&nbsp;Weibo&nbsp;a total of 44 disposal penalties were imposed, and a fine of 500,000 yuan was imposed for many times, with a cumulative fine of 14.3 million yuan.</p><p><blockquote>微博在早盘交易中下滑超过4%，今年被罚款44次，罚款1430万元。12月14日，国家网信办发文称，近日已约谈新浪公司微博主要负责人、总编辑，新浪公司微博运营主体将被处以合计罚款300万元的行政处罚。今年1月至11月，新浪公司微博共作出44次处置处罚，多次开出50万元罚单，累计罚款1430万元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WB":"微博","09898":"微博-SW"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116938175","content_text":"Weibo slid over 4% in morning trading as it was fined 44 times and fined 14.3 million yuan this year.On December 14, the National Network Information Office issued a document saying that it had recently interviewed SINA Corp Weibo Principal responsible person, editor-in-chief, SINA Corp Weibo the operating entity shall be given an administrative penalty of a total fine of 3 million yuan. From January to November this year, SINA Corp Weibo a total of 44 disposal penalties were imposed, and a fine of 500,000 yuan was imposed for many times, with a cumulative fine of 14.3 million yuan.","news_type":1,"symbols_score_info":{"09898":0.9,"WB":0.9}},"isVote":1,"tweetType":1,"viewCount":1435,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604260826,"gmtCreate":1639403810637,"gmtModify":1639403991284,"author":{"id":"4088114426953000","authorId":"4088114426953000","name":"小金钱袋","avatar":"https://static.tigerbbs.com/fcfe810767ab9edba4fd3048d353a712","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088114426953000","authorIdStr":"4088114426953000"},"themes":[],"title":"","htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/604260826","repostId":"1161576842","repostType":4,"repost":{"id":"1161576842","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":1639400492,"share":"https://www.laohunote.com/m/news/1161576842?lang=zh_CN&edition=full","pubTime":"2021-12-13 21:01","market":"us","language":"en","title":"Toplines Before US Market Open on Monday<blockquote>周一美国市场开盘前的顶线</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1161576842","media":"Tiger Newspress","summary":"U.S. stock-index futures pointed to muted gains for major indexes ahead of a busy week of central-ba","content":"<p>U.S.&nbsp;stock-index futures pointed to muted gains for major indexes ahead of a busy week of central-bank decisions in major economies.</p><p><blockquote>在主要经济体央行做出繁忙决策的一周之前，美国股指期货显示主要股指涨幅温和。</blockquote></p><p> At 8:00 a.m. ET, S&amp;P 500 e-minis were up 11.25 points, or 0.24%, Nasdaq 100 e-minis were up 67 points, or 0.41%, and Dow e-minis were up 24 points, or 0.07%.<img src=\"https://static.tigerbbs.com/2db870f3d308c4d0618dd8c4333e65dd\" tg-width=\"1080\" tg-height=\"383\" referrerpolicy=\"no-referrer\">The key inflation reading came ahead of the Federal Reserve’s two-day policy meeting this week where the policymakers are expected to discuss speeding up the end of its bond-buying program.</p><p><blockquote>美国东部时间上午 8:00，标普500电子迷你指数上涨 11.25 点，涨幅 0.24%，纳斯达克 100 电子迷你指数上涨 67 点，涨幅 0.41%，道琼斯电子迷你指数上涨 24 点，涨幅 0.07%。关键的通胀数据是在美联储本周召开为期两天的政策会议之前公布的，预计政策制定者将在会上讨论加快结束债券购买计划的问题。</blockquote></p><p> Fed Chair Jerome Powell, as well as&nbsp;a parade of Fed speakers, all recently suggested the central bank could end the $120 billion monthly bond purchase program sooner than the current timeline of June 2022.</p><p><blockquote>美联储主席杰罗姆·鲍威尔以及众多美联储发言人最近都表示，美联储可能会比目前 2022 年 6 月的时间表提前结束每月 1200 亿美元的债券购买计划。</blockquote></p><p> “We believe markets can continue to&nbsp;take a higher inflation reading in their stride, though additional volatility remains a risk. With Fed policy staying relatively accommodative, the backdrop for equities is still positive, and we favor winners from global growth,” said Mark Haefele, Chief Investment Officer of UBS Global Wealth Management.</p><p><blockquote>“瑞银全球财富管理公司（UBS Global Wealth Management）首席投资官马克-海费勒（Mark Haefele）表示：”我们认为，市场可以继续从容应对较高的通胀数据，尽管额外的波动仍然是一个风险。由于美联储的政策保持相对宽松，股市的背景仍然是积极的，我们看好全球增长的赢家。</blockquote></p><p> As of Sunday, the&nbsp;U.S. was approaching&nbsp;800,000 coronavirus-related deaths. The new variant has pushed some government officials to reinstate health restrictions to slow the spread.</p><p><blockquote>截至周日，美国与冠状病毒相关的死亡人数接近 80 万。这种新变种促使一些政府官员恢复卫生限制，以减缓传播。</blockquote></p><p> <b>Stocks making the biggest moves premarket: </b></p><p><blockquote><b>盘前波动最大的股票：</b></blockquote></p><p> <b><a href=\"https://laohu8.com/S/HOG\">Harley-Davidson</a></b>– The motorcycle maker’s stock surged 11.7% in the premarket after it announced that it is merging its “Livewire” electric motorcycle unit with a special purpose acquisition company. Livewire will have an enterprise value of about $1.8 billion and will trade on the New York Stock Exchange under the ticker symbol “LVW.”</p><p><blockquote><b><a href=\"https://laohu8.com/S/HOG\">哈雷戴维森</a></b>- 这家摩托车制造商宣布将其 “Livewire ”电动摩托车部门与一家特殊目的收购公司合并后，其股价在盘前飙升 11.7%。Livewire 的企业价值约为 18 亿美元，将在纽约证券交易所交易，股票代码为 “LVW ”。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/PFE\">Pfizer</a>,<a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a> </b>– <a href=\"https://laohu8.com/S/PFE\">Pfizer</a> rose 1.4% in the premarket while <a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a> jumped 4.4% after&nbsp;a new Israeli study&nbsp;showed that a booster shot from their Covid-19 vaccine provided strong protection against severe illness from the omicron variant. <a href=\"https://laohu8.com/S/PFE\">Pfizer</a>’s pre-market gains were trimmed following news of its deal to acquire Arena Pharmaceuticals.</p><p><blockquote><b><a href=\"https://laohu8.com/S/PFE\">辉瑞</a>,<a href=\"https://laohu8.com/S/BNTX\">生物科技公司</a></b>–<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>盘前上涨 1.4%<a href=\"https://laohu8.com/S/BNTX\">生物科技公司</a>以色列一项新的研究表明，他们的 Covid-19 疫苗加强注射可有效预防奥密克戎变种引起的严重疾病，股价上涨 4.4%。<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>在收购 Arena Pharmaceuticals 的消息传出后，该公司的盘前涨幅有所缩减。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/ARNA\">Arena Pharmaceuticals</a> </b>– The drugmaker&nbsp;agreed to be acquired by <a href=\"https://laohu8.com/S/PFE\">Pfizer</a>&nbsp;for $100 per share in cash, or about $6.7 billion. Arena soared 93.1% in premarket trading following news of the transaction.</p><p><blockquote><b><a href=\"https://laohu8.com/S/ARNA\">竞技场制药</a></b>– 制药商同意由<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>每股 100 美元现金，约合 67 亿美元。交易消息传出后，Arena 在盘前交易中飙升 93.1%。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/PTON\">Peloton Interactive, Inc.</a></b> – The fitness equipment maker rebounded 2.6% in premarket action after falling 7% over the past three sessions. Pelotonreleased an ad&nbsp;featuring actor Chris Noth promoting the value of the company’s equipment, after his character’s death in the “Sex and the City” reboot following a Peloton ride.</p><p><blockquote><b><a href=\"https://laohu8.com/S/PTON\">佩洛顿互动公司。</a></b>– 这家健身器材制造商在过去三个交易日下跌 7% 后，在盘前反弹 2.6%。Peloton 发布了一则广告，由演员克里斯-诺斯（Chris Noth）主演，宣传公司设备的价值。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/DLTR\">Dollar Tree</a> </b>– The discount retailer’s stock fell 1% in premarket trading after activist investor Mantle Ridge announced its intention to try to replace the entire Dollar Tree board. Dollar Tree called the move “unwarrantedly aggressive” and said it had offered to explore a settlement with Mantle Ridge, which owns 5.7% of Dollar Tree.</p><p><blockquote><b><a href=\"https://laohu8.com/S/DLTR\">美元树</a></b>- 在激进投资者 Mantle Ridge 宣布打算尝试更换整个 Dollar Tree board 后，这家折扣零售商的股价在盘前交易中下跌了 1%。Dollar Tree 称此举 “毫无根据地咄咄逼人”，并表示已提出探索与拥有 Dollar Tree 5.7% 股份的 Mantle Ridge 达成和解。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/AAPL\">Apple</a> </b>– <a href=\"https://laohu8.com/S/AAPL\">Apple</a> rose 1.1% in the premarket after J.P. Morgan Securities raised its price target for the stock to a Street-high of $210 per share from $180 a share, and reiterated it as a top pick going into 2022.</p><p><blockquote><b><a href=\"https://laohu8.com/S/AAPL\">苹果</a></b>–<a href=\"https://laohu8.com/S/AAPL\">苹果</a>摩根大通证券将该股目标价从每股 180 美元上调至每股 210 美元的华尔街高点，并重申该股是 2022 年的首选，盘前上涨 1.1%。</blockquote></p><p> Nasdaq-100 additions – Stocks being added to the index as of Monday, December 20, rose in premarket trading following news of their inclusion. The stocks include&nbsp;<b><a href=\"https://laohu8.com/S/PANW\">Palo Alto Networks</a></b>, up 2.7%;<b><a href=\"https://laohu8.com/S/ABNB\">Airbnb, Inc.</a></b> , up 2.1%;<b><a href=\"https://laohu8.com/S/FTNT\">Fortinet</a></b> , up 3.7%;<b><a href=\"https://laohu8.com/S/LCID\">Lucid Group Inc</a></b>, up 5.9%;<b><a href=\"https://laohu8.com/S/ZS\">Zscaler Inc.</a></b>, up 3.4%; and&nbsp;<b><a href=\"https://laohu8.com/S/DDOG\">Datadog</a></b>, up 3.1%.</p><p><blockquote>纳斯达克100指数新增——截至12月20日星期一，被纳入指数的股票在被纳入的消息传出后，在盘前交易中上涨。股票包括<b><a href=\"https://laohu8.com/S/PANW\">帕洛阿尔托网络</a></b>，上涨2.7%；<b><a href=\"https://laohu8.com/S/ABNB\">爱彼迎公司。</a></b>，上涨2.1%；<b><a href=\"https://laohu8.com/S/FTNT\">堡垒</a></b>，上涨3.7%；<b><a href=\"https://laohu8.com/S/LCID\">Lucid集团公司</a></b>，上涨5.9%；<b><a href=\"https://laohu8.com/S/ZS\">Zscaler公司。</a></b>，上涨3.4%；和<b><a href=\"https://laohu8.com/S/DDOG\">数据狗</a></b>，上升3.1%。</blockquote></p><p> Nasdaq-100 subtractions – Stocks being replaced in the Nasdaq-100 include&nbsp;<b><a href=\"https://laohu8.com/S/CDW\">CDW Corp</a></b> , down 1.8% in the premarket;<b><a href=\"https://laohu8.com/S/FOXA\">Fox Corporation Class A</a></b> , down 2.2%;<b><a href=\"https://laohu8.com/S/CERN\">Cerner</a></b> , down 1.8%;<b><a href=\"https://laohu8.com/S/CHKP\">Check Point</a></b> , down 1.1%;<b><a href=\"https://laohu8.com/S/TCOM\">Trip.com Group Limited</a></b> , down 1.2%; and&nbsp;<b><a href=\"https://laohu8.com/S/INCY\">Incyte</a></b>, down 0.6%.</p><p><blockquote>纳斯达克 100 减法 – 纳斯达克 100 中被替换的股票包括<b><a href=\"https://laohu8.com/S/CDW\">CDW公司</a></b>盘前下跌1.8%；<b><a href=\"https://laohu8.com/S/FOXA\">福克斯公司A级</a></b>，下降2.2%；<b><a href=\"https://laohu8.com/S/CERN\">塞纳</a></b>，下降1.8%；<b><a href=\"https://laohu8.com/S/CHKP\">检查点</a></b>，下降1.1%；<b><a href=\"https://laohu8.com/S/TCOM\">携程网集团有限公司</a></b>，下降1.2%；和<b><a href=\"https://laohu8.com/S/INCY\">因西特</a></b>，下降0.6%。</blockquote></p><p></p><p> <b><a href=\"https://laohu8.com/S/RIVN\">Rivian Automotive, Inc.</a></b> – The electric vehicle maker’s stock rose 1.9% in the premarket following news that its R1T had been named&nbsp;Motor Trend’s truck of the year, beating out entries from Ford, GM and Hyundai.</p><p><blockquote><b><a href=\"https://laohu8.com/S/RIVN\">Rivian汽车公司。</a></b>- 这家电动汽车制造商的股价在盘前上涨了 1.9%，此前该公司的 R1T 被 Motor Trend 评为年度卡车，击败了福特、通用汽车和现代汽车。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\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\">\nToplines Before US Market Open on Monday<blockquote>周一美国市场开盘前的顶线</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\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 smaller\">2021-12-13 21:01</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>U.S.&nbsp;stock-index futures pointed to muted gains for major indexes ahead of a busy week of central-bank decisions in major economies.</p><p><blockquote>在主要经济体央行做出繁忙决策的一周之前，美国股指期货显示主要股指涨幅温和。</blockquote></p><p> At 8:00 a.m. ET, S&amp;P 500 e-minis were up 11.25 points, or 0.24%, Nasdaq 100 e-minis were up 67 points, or 0.41%, and Dow e-minis were up 24 points, or 0.07%.<img src=\"https://static.tigerbbs.com/2db870f3d308c4d0618dd8c4333e65dd\" tg-width=\"1080\" tg-height=\"383\" referrerpolicy=\"no-referrer\">The key inflation reading came ahead of the Federal Reserve’s two-day policy meeting this week where the policymakers are expected to discuss speeding up the end of its bond-buying program.</p><p><blockquote>美国东部时间上午 8:00，标普500电子迷你指数上涨 11.25 点，涨幅 0.24%，纳斯达克 100 电子迷你指数上涨 67 点，涨幅 0.41%，道琼斯电子迷你指数上涨 24 点，涨幅 0.07%。关键的通胀数据是在美联储本周召开为期两天的政策会议之前公布的，预计政策制定者将在会上讨论加快结束债券购买计划的问题。</blockquote></p><p> Fed Chair Jerome Powell, as well as&nbsp;a parade of Fed speakers, all recently suggested the central bank could end the $120 billion monthly bond purchase program sooner than the current timeline of June 2022.</p><p><blockquote>美联储主席杰罗姆·鲍威尔以及众多美联储发言人最近都表示，美联储可能会比目前 2022 年 6 月的时间表提前结束每月 1200 亿美元的债券购买计划。</blockquote></p><p> “We believe markets can continue to&nbsp;take a higher inflation reading in their stride, though additional volatility remains a risk. With Fed policy staying relatively accommodative, the backdrop for equities is still positive, and we favor winners from global growth,” said Mark Haefele, Chief Investment Officer of UBS Global Wealth Management.</p><p><blockquote>“瑞银全球财富管理公司（UBS Global Wealth Management）首席投资官马克-海费勒（Mark Haefele）表示：”我们认为，市场可以继续从容应对较高的通胀数据，尽管额外的波动仍然是一个风险。由于美联储的政策保持相对宽松，股市的背景仍然是积极的，我们看好全球增长的赢家。</blockquote></p><p> As of Sunday, the&nbsp;U.S. was approaching&nbsp;800,000 coronavirus-related deaths. The new variant has pushed some government officials to reinstate health restrictions to slow the spread.</p><p><blockquote>截至周日，美国与冠状病毒相关的死亡人数接近 80 万。这种新变种促使一些政府官员恢复卫生限制，以减缓传播。</blockquote></p><p> <b>Stocks making the biggest moves premarket: </b></p><p><blockquote><b>盘前波动最大的股票：</b></blockquote></p><p> <b><a href=\"https://laohu8.com/S/HOG\">Harley-Davidson</a></b>– The motorcycle maker’s stock surged 11.7% in the premarket after it announced that it is merging its “Livewire” electric motorcycle unit with a special purpose acquisition company. Livewire will have an enterprise value of about $1.8 billion and will trade on the New York Stock Exchange under the ticker symbol “LVW.”</p><p><blockquote><b><a href=\"https://laohu8.com/S/HOG\">哈雷戴维森</a></b>- 这家摩托车制造商宣布将其 “Livewire ”电动摩托车部门与一家特殊目的收购公司合并后，其股价在盘前飙升 11.7%。Livewire 的企业价值约为 18 亿美元，将在纽约证券交易所交易，股票代码为 “LVW ”。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/PFE\">Pfizer</a>,<a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a> </b>– <a href=\"https://laohu8.com/S/PFE\">Pfizer</a> rose 1.4% in the premarket while <a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a> jumped 4.4% after&nbsp;a new Israeli study&nbsp;showed that a booster shot from their Covid-19 vaccine provided strong protection against severe illness from the omicron variant. <a href=\"https://laohu8.com/S/PFE\">Pfizer</a>’s pre-market gains were trimmed following news of its deal to acquire Arena Pharmaceuticals.</p><p><blockquote><b><a href=\"https://laohu8.com/S/PFE\">辉瑞</a>,<a href=\"https://laohu8.com/S/BNTX\">生物科技公司</a></b>–<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>盘前上涨 1.4%<a href=\"https://laohu8.com/S/BNTX\">生物科技公司</a>以色列一项新的研究表明，他们的 Covid-19 疫苗加强注射可有效预防奥密克戎变种引起的严重疾病，股价上涨 4.4%。<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>在收购 Arena Pharmaceuticals 的消息传出后，该公司的盘前涨幅有所缩减。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/ARNA\">Arena Pharmaceuticals</a> </b>– The drugmaker&nbsp;agreed to be acquired by <a href=\"https://laohu8.com/S/PFE\">Pfizer</a>&nbsp;for $100 per share in cash, or about $6.7 billion. Arena soared 93.1% in premarket trading following news of the transaction.</p><p><blockquote><b><a href=\"https://laohu8.com/S/ARNA\">竞技场制药</a></b>– 制药商同意由<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>每股 100 美元现金，约合 67 亿美元。交易消息传出后，Arena 在盘前交易中飙升 93.1%。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/PTON\">Peloton Interactive, Inc.</a></b> – The fitness equipment maker rebounded 2.6% in premarket action after falling 7% over the past three sessions. Pelotonreleased an ad&nbsp;featuring actor Chris Noth promoting the value of the company’s equipment, after his character’s death in the “Sex and the City” reboot following a Peloton ride.</p><p><blockquote><b><a href=\"https://laohu8.com/S/PTON\">佩洛顿互动公司。</a></b>– 这家健身器材制造商在过去三个交易日下跌 7% 后，在盘前反弹 2.6%。Peloton 发布了一则广告，由演员克里斯-诺斯（Chris Noth）主演，宣传公司设备的价值。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/DLTR\">Dollar Tree</a> </b>– The discount retailer’s stock fell 1% in premarket trading after activist investor Mantle Ridge announced its intention to try to replace the entire Dollar Tree board. Dollar Tree called the move “unwarrantedly aggressive” and said it had offered to explore a settlement with Mantle Ridge, which owns 5.7% of Dollar Tree.</p><p><blockquote><b><a href=\"https://laohu8.com/S/DLTR\">美元树</a></b>- 在激进投资者 Mantle Ridge 宣布打算尝试更换整个 Dollar Tree board 后，这家折扣零售商的股价在盘前交易中下跌了 1%。Dollar Tree 称此举 “毫无根据地咄咄逼人”，并表示已提出探索与拥有 Dollar Tree 5.7% 股份的 Mantle Ridge 达成和解。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/AAPL\">Apple</a> </b>– <a href=\"https://laohu8.com/S/AAPL\">Apple</a> rose 1.1% in the premarket after J.P. Morgan Securities raised its price target for the stock to a Street-high of $210 per share from $180 a share, and reiterated it as a top pick going into 2022.</p><p><blockquote><b><a href=\"https://laohu8.com/S/AAPL\">苹果</a></b>–<a href=\"https://laohu8.com/S/AAPL\">苹果</a>摩根大通证券将该股目标价从每股 180 美元上调至每股 210 美元的华尔街高点，并重申该股是 2022 年的首选，盘前上涨 1.1%。</blockquote></p><p> Nasdaq-100 additions – Stocks being added to the index as of Monday, December 20, rose in premarket trading following news of their inclusion. The stocks include&nbsp;<b><a href=\"https://laohu8.com/S/PANW\">Palo Alto Networks</a></b>, up 2.7%;<b><a href=\"https://laohu8.com/S/ABNB\">Airbnb, Inc.</a></b> , up 2.1%;<b><a href=\"https://laohu8.com/S/FTNT\">Fortinet</a></b> , up 3.7%;<b><a href=\"https://laohu8.com/S/LCID\">Lucid Group Inc</a></b>, up 5.9%;<b><a href=\"https://laohu8.com/S/ZS\">Zscaler Inc.</a></b>, up 3.4%; and&nbsp;<b><a href=\"https://laohu8.com/S/DDOG\">Datadog</a></b>, up 3.1%.</p><p><blockquote>纳斯达克100指数新增——截至12月20日星期一，被纳入指数的股票在被纳入的消息传出后，在盘前交易中上涨。股票包括<b><a href=\"https://laohu8.com/S/PANW\">帕洛阿尔托网络</a></b>，上涨2.7%；<b><a href=\"https://laohu8.com/S/ABNB\">爱彼迎公司。</a></b>，上涨2.1%；<b><a href=\"https://laohu8.com/S/FTNT\">堡垒</a></b>，上涨3.7%；<b><a href=\"https://laohu8.com/S/LCID\">Lucid集团公司</a></b>，上涨5.9%；<b><a href=\"https://laohu8.com/S/ZS\">Zscaler公司。</a></b>，上涨3.4%；和<b><a href=\"https://laohu8.com/S/DDOG\">数据狗</a></b>，上升3.1%。</blockquote></p><p> Nasdaq-100 subtractions – Stocks being replaced in the Nasdaq-100 include&nbsp;<b><a href=\"https://laohu8.com/S/CDW\">CDW Corp</a></b> , down 1.8% in the premarket;<b><a href=\"https://laohu8.com/S/FOXA\">Fox Corporation Class A</a></b> , down 2.2%;<b><a href=\"https://laohu8.com/S/CERN\">Cerner</a></b> , down 1.8%;<b><a href=\"https://laohu8.com/S/CHKP\">Check Point</a></b> , down 1.1%;<b><a href=\"https://laohu8.com/S/TCOM\">Trip.com Group Limited</a></b> , down 1.2%; and&nbsp;<b><a href=\"https://laohu8.com/S/INCY\">Incyte</a></b>, down 0.6%.</p><p><blockquote>纳斯达克 100 减法 – 纳斯达克 100 中被替换的股票包括<b><a href=\"https://laohu8.com/S/CDW\">CDW公司</a></b>盘前下跌1.8%；<b><a href=\"https://laohu8.com/S/FOXA\">福克斯公司A级</a></b>，下降2.2%；<b><a href=\"https://laohu8.com/S/CERN\">塞纳</a></b>，下降1.8%；<b><a href=\"https://laohu8.com/S/CHKP\">检查点</a></b>，下降1.1%；<b><a href=\"https://laohu8.com/S/TCOM\">携程网集团有限公司</a></b>，下降1.2%；和<b><a href=\"https://laohu8.com/S/INCY\">因西特</a></b>，下降0.6%。</blockquote></p><p></p><p> <b><a href=\"https://laohu8.com/S/RIVN\">Rivian Automotive, Inc.</a></b> – The electric vehicle maker’s stock rose 1.9% in the premarket following news that its R1T had been named&nbsp;Motor Trend’s truck of the year, beating out entries from Ford, GM and Hyundai.</p><p><blockquote><b><a href=\"https://laohu8.com/S/RIVN\">Rivian汽车公司。</a></b>- 这家电动汽车制造商的股价在盘前上涨了 1.9%，此前该公司的 R1T 被 Motor Trend 评为年度卡车，击败了福特、通用汽车和现代汽车。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DDOG":"Datadog","ARNA":"阿里那","PTON":"Peloton Interactive, Inc.","HOG":"哈雷戴维森",".SPX":"S&P 500 Index","PFE":"辉瑞","ZS":"Zscaler Inc.","RIVN":"Rivian Automotive, Inc.","FTNT":"飞塔信息","PANW":"Palo Alto Networks","BNTX":"BioNTech SE","FOXA":"福克斯-A","INCY":"因塞特医疗","CDW":"CDW Corporation","ABNB":"爱彼迎","LCID":"Lucid Group Inc","TCOM":"携程网",".DJI":"道琼斯","CHKP":"Check Point软件科技","AAPL":"苹果",".IXIC":"NASDAQ Composite"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161576842","content_text":"U.S. stock-index futures pointed to muted gains for major indexes ahead of a busy week of central-bank decisions in major economies.\nAt 8:00 a.m. ET, S&P 500 e-minis were up 11.25 points, or 0.24%, Nasdaq 100 e-minis were up 67 points, or 0.41%, and Dow e-minis were up 24 points, or 0.07%.The key inflation reading came ahead of the Federal Reserve’s two-day policy meeting this week where the policymakers are expected to discuss speeding up the end of its bond-buying program.\nFed Chair Jerome Powell, as well as a parade of Fed speakers, all recently suggested the central bank could end the $120 billion monthly bond purchase program sooner than the current timeline of June 2022.\n“We believe markets can continue to take a higher inflation reading in their stride, though additional volatility remains a risk. With Fed policy staying relatively accommodative, the backdrop for equities is still positive, and we favor winners from global growth,” said Mark Haefele, Chief Investment Officer of UBS Global Wealth Management.\nAs of Sunday, the U.S. was approaching 800,000 coronavirus-related deaths. The new variant has pushed some government officials to reinstate health restrictions to slow the spread.\nStocks making the biggest moves premarket: \nHarley-Davidson– The motorcycle maker’s stock surged 11.7% in the premarket after it announced that it is merging its “Livewire” electric motorcycle unit with a special purpose acquisition company. Livewire will have an enterprise value of about $1.8 billion and will trade on the New York Stock Exchange under the ticker symbol “LVW.”\nPfizer,BioNTech SE – Pfizer rose 1.4% in the premarket while BioNTech SE jumped 4.4% after a new Israeli study showed that a booster shot from their Covid-19 vaccine provided strong protection against severe illness from the omicron variant. Pfizer’s pre-market gains were trimmed following news of its deal to acquire Arena Pharmaceuticals.\nArena Pharmaceuticals – The drugmaker agreed to be acquired by Pfizer for $100 per share in cash, or about $6.7 billion. Arena soared 93.1% in premarket trading following news of the transaction.\nPeloton Interactive, Inc. – The fitness equipment maker rebounded 2.6% in premarket action after falling 7% over the past three sessions. Pelotonreleased an ad featuring actor Chris Noth promoting the value of the company’s equipment, after his character’s death in the “Sex and the City” reboot following a Peloton ride.\nDollar Tree – The discount retailer’s stock fell 1% in premarket trading after activist investor Mantle Ridge announced its intention to try to replace the entire Dollar Tree board. Dollar Tree called the move “unwarrantedly aggressive” and said it had offered to explore a settlement with Mantle Ridge, which owns 5.7% of Dollar Tree.\nApple – Apple rose 1.1% in the premarket after J.P. Morgan Securities raised its price target for the stock to a Street-high of $210 per share from $180 a share, and reiterated it as a top pick going into 2022.\nNasdaq-100 additions – Stocks being added to the index as of Monday, December 20, rose in premarket trading following news of their inclusion. The stocks include Palo Alto Networks, up 2.7%;Airbnb, Inc. , up 2.1%;Fortinet , up 3.7%;Lucid Group Inc, up 5.9%;Zscaler Inc., up 3.4%; and Datadog, up 3.1%.\nNasdaq-100 subtractions – Stocks being replaced in the Nasdaq-100 include CDW Corp , down 1.8% in the premarket;Fox Corporation Class A , down 2.2%;Cerner , down 1.8%;Check Point , down 1.1%;Trip.com Group Limited , down 1.2%; and Incyte, down 0.6%.\nRivian Automotive, Inc. – The electric vehicle maker’s stock rose 1.9% in the premarket following news that its R1T had been named Motor Trend’s truck of the year, beating out entries from Ford, GM and Hyundai.","news_type":1,"symbols_score_info":{"DDOG":0.9,".DJI":0.9,"FTNT":0.9,"ABNB":0.9,"PFE":0.9,"CDW":0.9,".IXIC":0.9,"CERN":0.9,"BNTX":0.9,"AAPL":0.9,"ZS":0.9,"PANW":0.9,"ARNA":0.9,"LCID":0.9,"RIVN":0.9,"CHKP":0.9,"FOXA":0.9,"INCY":0.9,".SPX":0.9,"PTON":0.9,"TCOM":0.9,"HOG":0.9}},"isVote":1,"tweetType":1,"viewCount":1110,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604949341,"gmtCreate":1639319858280,"gmtModify":1639319858617,"author":{"id":"4088114426953000","authorId":"4088114426953000","name":"小金钱袋","avatar":"https://static.tigerbbs.com/fcfe810767ab9edba4fd3048d353a712","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088114426953000","authorIdStr":"4088114426953000"},"themes":[],"title":"","htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/604949341","repostId":"1103250344","repostType":4,"repost":{"id":"1103250344","kind":"news","pubTimestamp":1639280672,"share":"https://www.laohunote.com/m/news/1103250344?lang=zh_CN&edition=full","pubTime":"2021-12-12 11:44","market":"hk","language":"en","title":"US IPO Week Ahead: IoT solutions, wine, and satellites in a 3 IPO week<blockquote>美国 IPO 周即将到来：物联网解决方案、葡萄酒和卫星在 IPO 第三周</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1103250344","media":"renaissancecap...","summary":"The IPO market is expected to stay relatively quiet in the week ahead with three IPOs scheduled to r","content":"<p>The IPO market is expected to stay relatively quiet in the week ahead with three IPOs scheduled to raise $789 million.</p><p><blockquote>预计未来一周IPO市场将保持相对平静，三次IPO计划筹集7.89亿美元。</blockquote></p><p> IoT solutions developer<b>Samsara</b>(IOT) plans to raise $753 million at an $11.6 billion market cap. This \"internet-of-things\" company provides a cloud-based platform that connects the assets of businesses with physical operations, enhancing operational efficiency and asset and employee productivity. Fast growing but highly unprofitable, Samsara saw double-digit growth for customers with $100k+ ARR in the 9mo FY22.</p><p><blockquote>物联网解决方案开发商<b>轮回</b>（物联网）计划以116亿美元的市值筹集7.53亿美元。这家“物联网”公司提供了一个基于云的平台，将企业的资产与物理运营连接起来，提高了运营效率以及资产和员工的生产力。快速增长但高度无利可图，Samsara 在 2022 财年的 9 个月中，ARR 超过 10 万美元的客户实现了两位数的增长。</blockquote></p><p> Wine brand<b>Fresh Vine Wine</b>(VINE) plans to raise $21 million at a $116 million market cap. This celebrity-founded company produces low carb, low calorie premium wines. Growing but highly unprofitable, Fresh Vine sells its wines through wholesale, retail, and DTC channels, and is able to conduct wholesale distribution in all 50 states and Puerto Rico.</p><p><blockquote>葡萄酒品牌<b>新鲜葡萄酒</b>(VINE) 计划以 1.16 亿美元的市值筹集 2100 万美元。这家名人创办的公司生产低碳水化合物、低热量的优质葡萄酒。Fresh Vine正在增长，但非常无利可图，它通过批发、零售和DTC渠道销售葡萄酒，并能够在所有50个州和波多黎各进行批发分销。</blockquote></p><p> Micro-cap satellite developer<b>Sidus Space</b>(SIDU) plans to raise $15 million at an $81 million market cap. This company provides commercial satellite services such as design, manufacture, launch, and data collection. &nbsp;Sidus Space has generated space-related manufacturing revenues to date, but is highly unprofitable with negative gross margin in the 9mo21.</p><p><blockquote>微帽卫星显影剂<b>Sidus空间</b>（SIDU）计划以8100万美元的市值筹集1500万美元。该公司提供商业卫星服务，如设计、制造、发射和数据收集。Sidus Space 迄今为止已产生与航天相关的制造收入，但在 2021 年 9 月毛利率为负，高度无利可图。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/ead80e54642569e2b7b368c8d50dc265\" tg-width=\"1409\" tg-height=\"457\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>","source":"lsy1619493174116","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US IPO Week Ahead: IoT solutions, wine, and satellites in a 3 IPO week<blockquote>美国 IPO 周即将到来：物联网解决方案、葡萄酒和卫星在 IPO 第三周</blockquote></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: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS IPO Week Ahead: IoT solutions, wine, and satellites in a 3 IPO week<blockquote>美国 IPO 周即将到来：物联网解决方案、葡萄酒和卫星在 IPO 第三周</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">renaissancecap...</strong><span class=\"h-time small\">2021-12-12 11:44</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The IPO market is expected to stay relatively quiet in the week ahead with three IPOs scheduled to raise $789 million.</p><p><blockquote>预计未来一周IPO市场将保持相对平静，三次IPO计划筹集7.89亿美元。</blockquote></p><p> IoT solutions developer<b>Samsara</b>(IOT) plans to raise $753 million at an $11.6 billion market cap. This \"internet-of-things\" company provides a cloud-based platform that connects the assets of businesses with physical operations, enhancing operational efficiency and asset and employee productivity. Fast growing but highly unprofitable, Samsara saw double-digit growth for customers with $100k+ ARR in the 9mo FY22.</p><p><blockquote>物联网解决方案开发商<b>轮回</b>（物联网）计划以116亿美元的市值筹集7.53亿美元。这家“物联网”公司提供了一个基于云的平台，将企业的资产与物理运营连接起来，提高了运营效率以及资产和员工的生产力。快速增长但高度无利可图，Samsara 在 2022 财年的 9 个月中，ARR 超过 10 万美元的客户实现了两位数的增长。</blockquote></p><p> Wine brand<b>Fresh Vine Wine</b>(VINE) plans to raise $21 million at a $116 million market cap. This celebrity-founded company produces low carb, low calorie premium wines. Growing but highly unprofitable, Fresh Vine sells its wines through wholesale, retail, and DTC channels, and is able to conduct wholesale distribution in all 50 states and Puerto Rico.</p><p><blockquote>葡萄酒品牌<b>新鲜葡萄酒</b>(VINE) 计划以 1.16 亿美元的市值筹集 2100 万美元。这家名人创办的公司生产低碳水化合物、低热量的优质葡萄酒。Fresh Vine正在增长，但非常无利可图，它通过批发、零售和DTC渠道销售葡萄酒，并能够在所有50个州和波多黎各进行批发分销。</blockquote></p><p> Micro-cap satellite developer<b>Sidus Space</b>(SIDU) plans to raise $15 million at an $81 million market cap. This company provides commercial satellite services such as design, manufacture, launch, and data collection. &nbsp;Sidus Space has generated space-related manufacturing revenues to date, but is highly unprofitable with negative gross margin in the 9mo21.</p><p><blockquote>微帽卫星显影剂<b>Sidus空间</b>（SIDU）计划以8100万美元的市值筹集1500万美元。该公司提供商业卫星服务，如设计、制造、发射和数据收集。Sidus Space 迄今为止已产生与航天相关的制造收入，但在 2021 年 9 月毛利率为负，高度无利可图。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/ead80e54642569e2b7b368c8d50dc265\" tg-width=\"1409\" tg-height=\"457\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.renaissancecapital.com/IPO-Center/News/89474/US-IPO-Week-Ahead-IoT-solutions-wine-and-satellites-in-a-3-IPO-week\">renaissancecap...</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite","IOT":"Samsara, Inc.","SIDU":"Sidus Space Inc.",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.renaissancecapital.com/IPO-Center/News/89474/US-IPO-Week-Ahead-IoT-solutions-wine-and-satellites-in-a-3-IPO-week","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103250344","content_text":"The IPO market is expected to stay relatively quiet in the week ahead with three IPOs scheduled to raise $789 million.\nIoT solutions developerSamsara(IOT) plans to raise $753 million at an $11.6 billion market cap. This \"internet-of-things\" company provides a cloud-based platform that connects the assets of businesses with physical operations, enhancing operational efficiency and asset and employee productivity. Fast growing but highly unprofitable, Samsara saw double-digit growth for customers with $100k+ ARR in the 9mo FY22.\nWine brandFresh Vine Wine(VINE) plans to raise $21 million at a $116 million market cap. This celebrity-founded company produces low carb, low calorie premium wines. Growing but highly unprofitable, Fresh Vine sells its wines through wholesale, retail, and DTC channels, and is able to conduct wholesale distribution in all 50 states and Puerto Rico.\nMicro-cap satellite developerSidus Space(SIDU) plans to raise $15 million at an $81 million market cap. This company provides commercial satellite services such as design, manufacture, launch, and data collection.  Sidus Space has generated space-related manufacturing revenues to date, but is highly unprofitable with negative gross margin in the 9mo21.","news_type":1,"symbols_score_info":{"SIDU":0,"VINE":0,".IXIC":0,"IOT":0,".SPX":0,".DJI":0}},"isVote":1,"tweetType":1,"viewCount":1125,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605458522,"gmtCreate":1639229118887,"gmtModify":1639229119266,"author":{"id":"4088114426953000","authorId":"4088114426953000","name":"小金钱袋","avatar":"https://static.tigerbbs.com/fcfe810767ab9edba4fd3048d353a712","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088114426953000","authorIdStr":"4088114426953000"},"themes":[],"title":"","htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/605458522","repostId":"2190675480","repostType":4,"isVote":1,"tweetType":1,"viewCount":1191,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605899524,"gmtCreate":1639140355784,"gmtModify":1639140356139,"author":{"id":"4088114426953000","authorId":"4088114426953000","name":"小金钱袋","avatar":"https://static.tigerbbs.com/fcfe810767ab9edba4fd3048d353a712","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088114426953000","authorIdStr":"4088114426953000"},"themes":[],"title":"","htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/605899524","repostId":"1169033526","repostType":4,"repost":{"id":"1169033526","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":1639139582,"share":"https://www.laohunote.com/m/news/1169033526?lang=zh_CN&edition=full","pubTime":"2021-12-10 20:33","market":"us","language":"en","title":"Peloton downgraded by Credit Suisse, which slashes price target to $50<blockquote>瑞士信贷下调 Peloton 评级，将目标价下调至 50 美元</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1169033526","media":"Tiger Newspress","summary":"Peloton stock fell nearly 4% in premarket trading after Credit Suisse analyst Kaumil Gajrawala downg","content":"<p>Peloton&nbsp;stock&nbsp;fell&nbsp;nearly&nbsp;4%&nbsp;in premarket trading&nbsp;after&nbsp;Credit&nbsp;Suisse&nbsp;analyst&nbsp;Kaumil&nbsp;Gajrawala&nbsp;downgraded&nbsp;it&nbsp;to&nbsp;neutral&nbsp;and&nbsp;lowered its price target to $50 from $112.</p><p><blockquote>瑞士信贷分析师 Kaumil Gajrawala 将 Peloton 评级下调至中性，并将目标价从 112 美元下调至 50 美元后，Peloton 股价在盘前交易中下跌近 4%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/32c5190ecff9c8997a33b22c69542b83\" tg-width=\"841\" tg-height=\"620\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Peloton Interactive&nbsp;was downgraded to neutral from outperform at Credit Suisse, as it lowered its price target to $50 from $112.</p><p><blockquote>瑞士信贷将 Peloton Interactive 的评级从跑赢大盘下调至中性，将目标价从 112 美元下调至 50 美元。</blockquote></p><p> Analysts led by Kaumil Gajrawala lowered their rating due to improving mobility and a return to in-person fitness after a strong 2021. The Credit Suisse subscriber estimate of 800,000 net adds is below company guidance between 1 million and 1.1 million, and Peloton has been increasing advertising and discounting more to fight slowing demand, which \"change[s] the economic model.\"</p><p><blockquote>以 Kaumil Gajrawala 为首的分析师下调了评级，原因是机动性的改善以及在 2021 年表现强劲后恢复了面对面的健身。瑞士信贷预计净新增用户为 80 万，低于公司指导的 100 万至 110 万，Peloton 一直在增加广告并提供更多折扣，以应对需求放缓，这“改变了经济模式”。</blockquote></p><p></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>Peloton downgraded by Credit Suisse, which slashes price target to $50<blockquote>瑞士信贷下调 Peloton 评级，将目标价下调至 50 美元</blockquote></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: 12.5px; color: #7E829C; margin: 0;}\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\">\nPeloton downgraded by Credit Suisse, which slashes price target to $50<blockquote>瑞士信贷下调 Peloton 评级，将目标价下调至 50 美元</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\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 smaller\">2021-12-10 20:33</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Peloton&nbsp;stock&nbsp;fell&nbsp;nearly&nbsp;4%&nbsp;in premarket trading&nbsp;after&nbsp;Credit&nbsp;Suisse&nbsp;analyst&nbsp;Kaumil&nbsp;Gajrawala&nbsp;downgraded&nbsp;it&nbsp;to&nbsp;neutral&nbsp;and&nbsp;lowered its price target to $50 from $112.</p><p><blockquote>瑞士信贷分析师 Kaumil Gajrawala 将 Peloton 评级下调至中性，并将目标价从 112 美元下调至 50 美元后，Peloton 股价在盘前交易中下跌近 4%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/32c5190ecff9c8997a33b22c69542b83\" tg-width=\"841\" tg-height=\"620\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Peloton Interactive&nbsp;was downgraded to neutral from outperform at Credit Suisse, as it lowered its price target to $50 from $112.</p><p><blockquote>瑞士信贷将 Peloton Interactive 的评级从跑赢大盘下调至中性，将目标价从 112 美元下调至 50 美元。</blockquote></p><p> Analysts led by Kaumil Gajrawala lowered their rating due to improving mobility and a return to in-person fitness after a strong 2021. The Credit Suisse subscriber estimate of 800,000 net adds is below company guidance between 1 million and 1.1 million, and Peloton has been increasing advertising and discounting more to fight slowing demand, which \"change[s] the economic model.\"</p><p><blockquote>以 Kaumil Gajrawala 为首的分析师下调了评级，原因是机动性的改善以及在 2021 年表现强劲后恢复了面对面的健身。瑞士信贷预计净新增用户为 80 万，低于公司指导的 100 万至 110 万，Peloton 一直在增加广告并提供更多折扣，以应对需求放缓，这“改变了经济模式”。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PTON":"Peloton Interactive, Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169033526","content_text":"Peloton stock fell nearly 4% in premarket trading after Credit Suisse analyst Kaumil Gajrawala downgraded it to neutral and lowered its price target to $50 from $112.\n\nPeloton Interactive was downgraded to neutral from outperform at Credit Suisse, as it lowered its price target to $50 from $112.\nAnalysts led by Kaumil Gajrawala lowered their rating due to improving mobility and a return to in-person fitness after a strong 2021. The Credit Suisse subscriber estimate of 800,000 net adds is below company guidance between 1 million and 1.1 million, and Peloton has been increasing advertising and discounting more to fight slowing demand, which \"change[s] the economic model.\"","news_type":1,"symbols_score_info":{"PTON":0.9}},"isVote":1,"tweetType":1,"viewCount":1427,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":602325655,"gmtCreate":1638974827987,"gmtModify":1638974828323,"author":{"id":"4088114426953000","authorId":"4088114426953000","name":"小金钱袋","avatar":"https://static.tigerbbs.com/fcfe810767ab9edba4fd3048d353a712","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088114426953000","authorIdStr":"4088114426953000"},"themes":[],"title":"","htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/602325655","repostId":"1105454856","repostType":4,"repost":{"id":"1105454856","kind":"news","pubTimestamp":1638974294,"share":"https://www.laohunote.com/m/news/1105454856?lang=zh_CN&edition=full","pubTime":"2021-12-08 22:38","market":"us","language":"en","title":"From Lucid To ChargePoint -- 3 Renewable Growth Stocks Worth Buying in 2022<blockquote>从 Lucid 到 ChargePoint——2022 年值得购买的 3 只可再生成长型股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1105454856","media":"Motley Fool","summary":"A diverse basket of EV and renewable energy stocks built for the long term.","content":"<p>The&nbsp;<b>Nasdaq</b>&nbsp;sell-off is bringing once high-flying names to their knees. From the capitulation of&nbsp;<b>Zoom Video Communications</b>&nbsp;and&nbsp;<b>Teladoc</b>&nbsp;tothe shredding of&nbsp;<b>DocuSign</b>, Wall Street is showing no patience for slowing growth.</p><p><blockquote>这个<b>纳斯达克</b>抛售正在让曾经高歌猛进的名字屈服。从投降<b>Zoom Video通讯</b>和<b>特拉多克</b>粉碎<b>文档签名</b>华尔街对经济增长放缓没有耐心。</blockquote></p><p> <b>Lucid Group</b>,<b>ChargePoint</b>, and&nbsp;<b>TPI Composites</b>&nbsp;are threegrowth stocksthat could all be worth buying for 2022. Here's why.</p><p><blockquote><b>Lucid集团</b>,<b>充电点</b>，和<b>TPI复合材料</b>2022 年有三只成长型股票值得购买。原因如下。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a3efa3422b14a692649a46d3459f9b66\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> <b>The EV play</b></p><p><blockquote><b>电动汽车游戏</b></blockquote></p><p> Gone are the days of&nbsp;<b>Tesla</b>&nbsp;being the only viable electric vehicle (EV) investment. Today, a growing cohort of up-and-coming names like Lucid,<b>Rivian</b>,and&nbsp;<b>Nio</b>&nbsp;offer different risk-reward profiles. There's also a&nbsp;long list of existing automakers&nbsp;that are investing heavily into EVs, like&nbsp;<b>Ford</b>&nbsp;and&nbsp;<b>General Motors</b>.</p><p><blockquote>过去的日子一去不复返了<b>特斯拉</b>是唯一可行的电动汽车（EV）投资。如今，像 Lucid 这样的后起之秀越来越多，<b>Rivian</b>,和<b>蔚来</b>提供不同的风险回报配置文件。还有一长串现有汽车制造商正在大力投资电动汽车，例如<b>福特</b>和<b>通用汽车</b>.</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2b6df469ef21a76370387705b4b82bf9\" tg-width=\"720\" tg-height=\"533\" width=\"100%\" height=\"auto\"><span>LCID data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>YCharts提供的LCID数据</span></p></blockquote></p><p> Share prices of Lucid are up over threefold year to date. But even with that rise, the stock could still be a good buy. The key to any new company gaining its footing&nbsp;is establishing a reputation and brand recognition.Lucid takes this task very seriously. It realizes that to&nbsp;compete with existing titans like Tesla, it needs to have something they don't. Its answer: Lucid has packaged together a&nbsp;high-performance, long-range, fast-charging luxury sedan. It's a unique design that doesn't look like a traditional sports car or an executive luxury sedan. Ultimately, investors should go with the EV stock they think has the best chance to succeed. Given its technological edge,Lucid stands out as the best of the bunch. However, the company&nbsp;is facing added uncertainty&nbsp;due to the U.S. Securities and Exchange Commission (SEC) probe that was issued on Dec. 3.</p><p><blockquote>今年迄今为止，Lucid 的股价已上涨三倍多。但即使股价上涨，该股仍然值得购买。任何新公司站稳脚跟的关键都是建立声誉和品牌认知度。Lucid非常重视这项任务。它意识到，要与特斯拉这样的现有巨头竞争，它需要拥有他们没有的东西。答案是：Lucid 打造了一款高性能、远程、快速充电的豪华轿车。这是一种独特的设计，看起来不像传统的跑车或行政豪华轿车。最终，投资者应该选择他们认为最有可能成功的电动汽车股票。鉴于其技术优势，Lucid 脱颖而出，成为其中的佼佼者。然而，由于12月3日发布的美国证券交易委员会（SEC）调查，该公司面临着更多的不确定性。</blockquote></p><p> <b>The EV charging play</b></p><p><blockquote><b>电动汽车充电游戏</b></blockquote></p><p> Like Lucid, charging infrastructure company ChargePoint is relatively new to the public stage -- having&nbsp;undergone a De-Spac merger&nbsp;earlier this year. 2020 was a tough year for ChargePoint as&nbsp;the company struggled to grow its business. ChargePoint relies on companies and organizations that want to offer EV charging for their employees and customers. With fewer people going to work and shopping in public, the pandemic certainty threw a wrench in ChargePoint's plans. Fast forward to 2021, and&nbsp;ChargePoint has resumed a steady growth trajectory.</p><p><blockquote>与 Lucid 一样，充电基础设施公司 ChargePoint 在公共舞台上相对较新——今年早些时候经历了去 Spac 合并。2020 年对于 ChargePoint 来说是艰难的一年，因为该公司努力发展业务。ChargePoint依赖于希望为其员工和客户提供电动汽车充电的公司和组织。随着去公共场所工作和购物的人越来越少，疫情的确定性给ChargePoint的计划带来了麻烦。快进到2021年，ChargePoint已经恢复了稳定的增长轨迹。</blockquote></p><p> ChargePoint reports its third-quarter 2021 earnings on Tuesday. Industry watchers will likely be listening closely to management's comments on the market outlook as well as how the&nbsp;infrastructure bill&nbsp;affects its business. Either way, ChargePoint is a nice picks and shovels play that should rise along with the EV industry.</p><p><blockquote>ChargePoint 将于周二公布 2021 年第三季度收益。行业观察人士可能会密切听取管理层对市场前景以及基础设施法案如何影响其业务的评论。无论哪种方式，ChargePoint 都是一个不错的选择和铲子游戏，应该会随着电动汽车行业的发展而兴起。</blockquote></p><p> <b>The wind-energy play</b></p><p><blockquote><b>风能游戏</b></blockquote></p><p> Share prices of independent wind blade manufacturer TPI Composites have gotten absolutely walloped this year. It's been&nbsp;quarter after quarter of disappointing results,too much cash burn, and what looks to be the third straight year of negative earnings. TPI now has a market cap of just $610 million, making it a blip on most renewable energy investors' radar.</p><p><blockquote>独立风力叶片制造商 TPI Composites 的股价今年大幅下跌。一个又一个季度的业绩令人失望，现金消耗过多，而且似乎是连续第三年出现负收益。TPI 目前的市值仅为 6.1 亿美元，这使得它成为大多数可再生能源投资者关注的焦点。</blockquote></p><p> Sometimes, when&nbsp;everything is going wrong for a company,it could be a good time to buy. TPI spent the last few years expanding its global manufacturing capacity and building new research centers. It has since struggled to book that added capacity as well as renew contracts on its existing production lines. In sum, TPI is set up nicely for a return to growth in the wind energy space. For investors that believe in the future of wind energy, TPI could be a turnaround play to consider.</p><p><blockquote>有时，当一家公司一切都出错时，这可能是收购的好时机。TPI 在过去几年中一直在扩大其全球制造能力并建设新的研究中心。此后，该公司一直在努力预订新增产能以及续签现有生产线的合同。总之，TPI 为风能领域恢复增长做好了充分准备。对于相信风能未来的投资者来说，TPI 可能是一个值得考虑的扭转局面。</blockquote></p><p> <b>Different growth choices</b></p><p><blockquote><b>不同的增长选择</b></blockquote></p><p> Lucid, ChargePoint, and TPI Composites each offer a different way to invest in the energy transition. Lucid is the riskiest of the bunch, as it's a bet on growth in both the EV industry and in demand for Lucid's vehicles. ChargePoint is a simpler choice that depends on public and residential demand for EV charging. TPI Composites expects low growth in 2022 and&nbsp;needs to improve its cash&nbsp;position to weather the expected slowdown in revenue. If it can overcome these challenges, it could rise with the long-term growth in wind-energy installations.</p><p><blockquote>Lucid、ChargePoint 和 TPI Composites 各自提供了不同的能源转型投资方式。Lucid 是其中风险最大的，因为它押注于电动汽车行业的增长和 Lucid 车辆的需求。ChargePoint是一个更简单的选择，取决于公共和住宅对电动汽车充电的需求。TPI Composites 预计 2022 年增长较低，需要改善现金状况以应对预期的收入放缓。如果它能够克服这些挑战，它可能会随着风能装机容量的长期增长而上升。</blockquote></p><p></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>From Lucid To ChargePoint -- 3 Renewable Growth Stocks Worth Buying in 2022<blockquote>从 Lucid 到 ChargePoint——2022 年值得购买的 3 只可再生成长型股票</blockquote></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: 12.5px; color: #7E829C; margin: 0;}\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\">\nFrom Lucid To ChargePoint -- 3 Renewable Growth Stocks Worth Buying in 2022<blockquote>从 Lucid 到 ChargePoint——2022 年值得购买的 3 只可再生成长型股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-12-08 22:38</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The&nbsp;<b>Nasdaq</b>&nbsp;sell-off is bringing once high-flying names to their knees. From the capitulation of&nbsp;<b>Zoom Video Communications</b>&nbsp;and&nbsp;<b>Teladoc</b>&nbsp;tothe shredding of&nbsp;<b>DocuSign</b>, Wall Street is showing no patience for slowing growth.</p><p><blockquote>这个<b>纳斯达克</b>抛售正在让曾经高歌猛进的名字屈服。从投降<b>Zoom Video通讯</b>和<b>特拉多克</b>粉碎<b>文档签名</b>华尔街对经济增长放缓没有耐心。</blockquote></p><p> <b>Lucid Group</b>,<b>ChargePoint</b>, and&nbsp;<b>TPI Composites</b>&nbsp;are threegrowth stocksthat could all be worth buying for 2022. Here's why.</p><p><blockquote><b>Lucid集团</b>,<b>充电点</b>，和<b>TPI复合材料</b>2022 年有三只成长型股票值得购买。原因如下。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a3efa3422b14a692649a46d3459f9b66\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> <b>The EV play</b></p><p><blockquote><b>电动汽车游戏</b></blockquote></p><p> Gone are the days of&nbsp;<b>Tesla</b>&nbsp;being the only viable electric vehicle (EV) investment. Today, a growing cohort of up-and-coming names like Lucid,<b>Rivian</b>,and&nbsp;<b>Nio</b>&nbsp;offer different risk-reward profiles. There's also a&nbsp;long list of existing automakers&nbsp;that are investing heavily into EVs, like&nbsp;<b>Ford</b>&nbsp;and&nbsp;<b>General Motors</b>.</p><p><blockquote>过去的日子一去不复返了<b>特斯拉</b>是唯一可行的电动汽车（EV）投资。如今，像 Lucid 这样的后起之秀越来越多，<b>Rivian</b>,和<b>蔚来</b>提供不同的风险回报配置文件。还有一长串现有汽车制造商正在大力投资电动汽车，例如<b>福特</b>和<b>通用汽车</b>.</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2b6df469ef21a76370387705b4b82bf9\" tg-width=\"720\" tg-height=\"533\" width=\"100%\" height=\"auto\"><span>LCID data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>YCharts提供的LCID数据</span></p></blockquote></p><p> Share prices of Lucid are up over threefold year to date. But even with that rise, the stock could still be a good buy. The key to any new company gaining its footing&nbsp;is establishing a reputation and brand recognition.Lucid takes this task very seriously. It realizes that to&nbsp;compete with existing titans like Tesla, it needs to have something they don't. Its answer: Lucid has packaged together a&nbsp;high-performance, long-range, fast-charging luxury sedan. It's a unique design that doesn't look like a traditional sports car or an executive luxury sedan. Ultimately, investors should go with the EV stock they think has the best chance to succeed. Given its technological edge,Lucid stands out as the best of the bunch. However, the company&nbsp;is facing added uncertainty&nbsp;due to the U.S. Securities and Exchange Commission (SEC) probe that was issued on Dec. 3.</p><p><blockquote>今年迄今为止，Lucid 的股价已上涨三倍多。但即使股价上涨，该股仍然值得购买。任何新公司站稳脚跟的关键都是建立声誉和品牌认知度。Lucid非常重视这项任务。它意识到，要与特斯拉这样的现有巨头竞争，它需要拥有他们没有的东西。答案是：Lucid 打造了一款高性能、远程、快速充电的豪华轿车。这是一种独特的设计，看起来不像传统的跑车或行政豪华轿车。最终，投资者应该选择他们认为最有可能成功的电动汽车股票。鉴于其技术优势，Lucid 脱颖而出，成为其中的佼佼者。然而，由于12月3日发布的美国证券交易委员会（SEC）调查，该公司面临着更多的不确定性。</blockquote></p><p> <b>The EV charging play</b></p><p><blockquote><b>电动汽车充电游戏</b></blockquote></p><p> Like Lucid, charging infrastructure company ChargePoint is relatively new to the public stage -- having&nbsp;undergone a De-Spac merger&nbsp;earlier this year. 2020 was a tough year for ChargePoint as&nbsp;the company struggled to grow its business. ChargePoint relies on companies and organizations that want to offer EV charging for their employees and customers. With fewer people going to work and shopping in public, the pandemic certainty threw a wrench in ChargePoint's plans. Fast forward to 2021, and&nbsp;ChargePoint has resumed a steady growth trajectory.</p><p><blockquote>与 Lucid 一样，充电基础设施公司 ChargePoint 在公共舞台上相对较新——今年早些时候经历了去 Spac 合并。2020 年对于 ChargePoint 来说是艰难的一年，因为该公司努力发展业务。ChargePoint依赖于希望为其员工和客户提供电动汽车充电的公司和组织。随着去公共场所工作和购物的人越来越少，疫情的确定性给ChargePoint的计划带来了麻烦。快进到2021年，ChargePoint已经恢复了稳定的增长轨迹。</blockquote></p><p> ChargePoint reports its third-quarter 2021 earnings on Tuesday. Industry watchers will likely be listening closely to management's comments on the market outlook as well as how the&nbsp;infrastructure bill&nbsp;affects its business. Either way, ChargePoint is a nice picks and shovels play that should rise along with the EV industry.</p><p><blockquote>ChargePoint 将于周二公布 2021 年第三季度收益。行业观察人士可能会密切听取管理层对市场前景以及基础设施法案如何影响其业务的评论。无论哪种方式，ChargePoint 都是一个不错的选择和铲子游戏，应该会随着电动汽车行业的发展而兴起。</blockquote></p><p> <b>The wind-energy play</b></p><p><blockquote><b>风能游戏</b></blockquote></p><p> Share prices of independent wind blade manufacturer TPI Composites have gotten absolutely walloped this year. It's been&nbsp;quarter after quarter of disappointing results,too much cash burn, and what looks to be the third straight year of negative earnings. TPI now has a market cap of just $610 million, making it a blip on most renewable energy investors' radar.</p><p><blockquote>独立风力叶片制造商 TPI Composites 的股价今年大幅下跌。一个又一个季度的业绩令人失望，现金消耗过多，而且似乎是连续第三年出现负收益。TPI 目前的市值仅为 6.1 亿美元，这使得它成为大多数可再生能源投资者关注的焦点。</blockquote></p><p> Sometimes, when&nbsp;everything is going wrong for a company,it could be a good time to buy. TPI spent the last few years expanding its global manufacturing capacity and building new research centers. It has since struggled to book that added capacity as well as renew contracts on its existing production lines. In sum, TPI is set up nicely for a return to growth in the wind energy space. For investors that believe in the future of wind energy, TPI could be a turnaround play to consider.</p><p><blockquote>有时，当一家公司一切都出错时，这可能是收购的好时机。TPI 在过去几年中一直在扩大其全球制造能力并建设新的研究中心。此后，该公司一直在努力预订新增产能以及续签现有生产线的合同。总之，TPI 为风能领域恢复增长做好了充分准备。对于相信风能未来的投资者来说，TPI 可能是一个值得考虑的扭转局面。</blockquote></p><p> <b>Different growth choices</b></p><p><blockquote><b>不同的增长选择</b></blockquote></p><p> Lucid, ChargePoint, and TPI Composites each offer a different way to invest in the energy transition. Lucid is the riskiest of the bunch, as it's a bet on growth in both the EV industry and in demand for Lucid's vehicles. ChargePoint is a simpler choice that depends on public and residential demand for EV charging. TPI Composites expects low growth in 2022 and&nbsp;needs to improve its cash&nbsp;position to weather the expected slowdown in revenue. If it can overcome these challenges, it could rise with the long-term growth in wind-energy installations.</p><p><blockquote>Lucid、ChargePoint 和 TPI Composites 各自提供了不同的能源转型投资方式。Lucid 是其中风险最大的，因为它押注于电动汽车行业的增长和 Lucid 车辆的需求。ChargePoint是一个更简单的选择，取决于公共和住宅对电动汽车充电的需求。TPI Composites 预计 2022 年增长较低，需要改善现金状况以应对预期的收入放缓。如果它能够克服这些挑战，它可能会随着风能装机容量的长期增长而上升。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/12/08/lucid-to-chargepoint-3-renewable-growth-stocks/\">Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CHPT":"ChargePoint Holdings Inc.","LCID":"Lucid Group Inc"},"source_url":"https://www.fool.com/investing/2021/12/08/lucid-to-chargepoint-3-renewable-growth-stocks/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105454856","content_text":"The Nasdaq sell-off is bringing once high-flying names to their knees. From the capitulation of Zoom Video Communications and Teladoc tothe shredding of DocuSign, Wall Street is showing no patience for slowing growth.\nLucid Group,ChargePoint, and TPI Composites are threegrowth stocksthat could all be worth buying for 2022. Here's why.\nImage source: Getty Images.\nThe EV play\nGone are the days of Tesla being the only viable electric vehicle (EV) investment. Today, a growing cohort of up-and-coming names like Lucid,Rivian,and Nio offer different risk-reward profiles. There's also a long list of existing automakers that are investing heavily into EVs, like Ford and General Motors.\nLCID data by YCharts\nShare prices of Lucid are up over threefold year to date. But even with that rise, the stock could still be a good buy. The key to any new company gaining its footing is establishing a reputation and brand recognition.Lucid takes this task very seriously. It realizes that to compete with existing titans like Tesla, it needs to have something they don't. Its answer: Lucid has packaged together a high-performance, long-range, fast-charging luxury sedan. It's a unique design that doesn't look like a traditional sports car or an executive luxury sedan. Ultimately, investors should go with the EV stock they think has the best chance to succeed. Given its technological edge,Lucid stands out as the best of the bunch. However, the company is facing added uncertainty due to the U.S. Securities and Exchange Commission (SEC) probe that was issued on Dec. 3.\nThe EV charging play\nLike Lucid, charging infrastructure company ChargePoint is relatively new to the public stage -- having undergone a De-Spac merger earlier this year. 2020 was a tough year for ChargePoint as the company struggled to grow its business. ChargePoint relies on companies and organizations that want to offer EV charging for their employees and customers. With fewer people going to work and shopping in public, the pandemic certainty threw a wrench in ChargePoint's plans. Fast forward to 2021, and ChargePoint has resumed a steady growth trajectory.\nChargePoint reports its third-quarter 2021 earnings on Tuesday. Industry watchers will likely be listening closely to management's comments on the market outlook as well as how the infrastructure bill affects its business. Either way, ChargePoint is a nice picks and shovels play that should rise along with the EV industry.\nThe wind-energy play\nShare prices of independent wind blade manufacturer TPI Composites have gotten absolutely walloped this year. It's been quarter after quarter of disappointing results,too much cash burn, and what looks to be the third straight year of negative earnings. TPI now has a market cap of just $610 million, making it a blip on most renewable energy investors' radar.\nSometimes, when everything is going wrong for a company,it could be a good time to buy. TPI spent the last few years expanding its global manufacturing capacity and building new research centers. It has since struggled to book that added capacity as well as renew contracts on its existing production lines. In sum, TPI is set up nicely for a return to growth in the wind energy space. For investors that believe in the future of wind energy, TPI could be a turnaround play to consider.\nDifferent growth choices\nLucid, ChargePoint, and TPI Composites each offer a different way to invest in the energy transition. Lucid is the riskiest of the bunch, as it's a bet on growth in both the EV industry and in demand for Lucid's vehicles. ChargePoint is a simpler choice that depends on public and residential demand for EV charging. TPI Composites expects low growth in 2022 and needs to improve its cash position to weather the expected slowdown in revenue. If it can overcome these challenges, it could rise with the long-term growth in wind-energy installations.","news_type":1,"symbols_score_info":{"LCID":0.9,"CHPT":0.9,"TPIC":0.9}},"isVote":1,"tweetType":1,"viewCount":653,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693188406,"gmtCreate":1639985768614,"gmtModify":1639985769039,"author":{"id":"4088114426953000","authorId":"4088114426953000","name":"小金钱袋","avatar":"https://static.tigerbbs.com/fcfe810767ab9edba4fd3048d353a712","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088114426953000","authorIdStr":"4088114426953000"},"themes":[],"title":"","htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/693188406","repostId":"1109541249","repostType":4,"repost":{"id":"1109541249","kind":"news","pubTimestamp":1639972523,"share":"https://www.laohunote.com/m/news/1109541249?lang=zh_CN&edition=full","pubTime":"2021-12-20 11:55","market":"us","language":"en","title":"Sea Stock: Down 43% From Its High, is a Buy Now?<blockquote>Sea股票：较高点下跌43%，现在买入吗？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1109541249","media":"Seeking Alpha","summary":"Summary\n\nSea Limited stock has been battered recently as growth stocks sold off massively in the mar","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Sea Limited stock has been battered recently as growth stocks sold off massively in the market.</li>  <li>However, we believe that the fundamental thesis on its rapid growth remains robust.</li>  <li>We discuss why investors should capitalize on its recent significant correction to add exposure.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa5cbe0a30acc723a2c6f62300024002\" tg-width=\"1536\" tg-height=\"1024\" referrerpolicy=\"no-referrer\"><span>kokkai/iStock Unreleased via Getty Images</span></p><p><blockquote><ul><li>由于市场成长型股票大幅抛售，Sea Limited 的股票最近遭受重创。</li><li>然而，我们认为其快速增长的基本论点仍然稳固。</li><li>我们讨论为什么投资者应该利用最近的重大调整来增加风险敞口。</li></ul><p class=\"t-img-caption\"><span>kokkai/iStock 未通过 Getty Images 发布</span></p></blockquote></p><p> <b>Investment Thesis</b></p><p><blockquote><b>投资论文</b></blockquote></p><p> Sea Limited(NYSE:SE)&nbsp;stock is one of our highest conviction growth stocks that has been severely battered over the last month. Since its recent all-time high (ATH) in October, its price has dropped by a dramatic 43%. Many reasons have been presented on why the stock has fallen. We exhort investors not to read too much into them. We believe nothing material has changed from its fundamental thesis. The stock has had a remarkable run in 2021 relative to its gaming peers or e-tailer peers. Therefore, profit-taking of this extent should not be surprising as fear struck growth stocks.</p><p><blockquote>Sea Limited（纽约证券交易所股票代码：SE）股票是我们最相信的成长型股票之一，在上个月遭受了严重打击。自 10 月份创下历史新高 (ATH) 以来，其价格已大幅下跌 43%。关于该股下跌的原因有很多。我们建议投资者不要过多地解读它们。我们认为它的基本论点没有任何实质性的改变。相对于游戏同行或电子零售商同行，该股在 2021 年表现出色。因此，当恐惧袭击成长型股票时，这种程度的获利了结并不奇怪。</blockquote></p><p> Moreover, the recent significant correction in growth stocks across the market has also hit SE stock hard. But, we are not concerned. Significant volatility will always be a factor influencing the performance of growth stocks like SE in the short term.</p><p><blockquote>此外，近期全市场成长股的大幅回调也对SE股造成了沉重打击。但是，我们并不担心。短期内，显著的波动性始终是影响SE等成长股表现的一个因素。</blockquote></p><p> Notably, we observed that the consensus target price on SE stock had been revised upwards since its FQ3 report card. Moreover, the gap between its price target and its current stock price has been greater than its last significant correction in April/May.</p><p><blockquote>值得注意的是，我们观察到，自第三季度报告以来，SE 股票的一致目标价已被上调。此外，其目标价与其当前股价之间的差距已经大于其上一次在4月/5月的大幅调整。</blockquote></p><p> Our internal DCF valuation model also points to a stock that is now significantly undervalued. Thanks to the market's myopia, we have been presented with another fantastic opportunity since April/May to add SE stock with great fervor again.</p><p><blockquote>我们的内部 DCF 估值模型还指出了一只目前被严重低估的股票。由于市场的短视，自4月/5月以来，我们又迎来了一个绝佳的机会，再次以极大的热情增持SE股票。</blockquote></p><p> We discuss why we think investors should not miss this incredible opportunity to add exposure to an outstanding growth stock.</p><p><blockquote>我们讨论为什么我们认为投资者不应该错过这个难以置信的机会来增加对优秀成长型股票的投资。</blockquote></p><p> <b>SE Stock YTD Performance</b></p><p><blockquote><b>SE 股票年初至今表现</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6c191d1f0f6a10e392845cdbda1264aa\" tg-width=\"640\" tg-height=\"331\" referrerpolicy=\"no-referrer\"><span>SE stock YTD performance (as of 17 December'21).</span></p><p><blockquote><p class=\"t-img-caption\"><span>SE股票年初至今表现（截至21年12月17日）。</span></p></blockquote></p><p> As a result of the significant correction recently, SE stock's YTD return has dropped to 6.9%, thus underperforming the market. Notably, its YTD gain was as high as 80% in October/early November. Despite that, the stock is still outperforming its e-tailer and gaming peers, as shown above.</p><p><blockquote>由于最近的大幅调整，SE股票的年初至今回报率已降至6.9%，因此跑输大盘。值得注意的是，其年初至今的涨幅在10月/11月初高达80%。尽管如此，如上图所示，该股的表现仍然优于电子零售商和游戏同行。</blockquote></p><p> <b>Sea Stock Estimates Have Consistently Been Revised Upwards</b></p><p><blockquote><b>Sea 股票预测一直被上调</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8555128e2a30e924dd6c2dd162a27eea\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><span>Sea Limited revised revenue mean consensus estimates. Data source: S&amp;P Capital IQ, Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>Sea Limited 修订后的收入平均共识估计。数据来源：标普资本智商、Seeking Alpha</span></p></blockquote></p><p> Readers can quickly observe that the company's revenue consensus estimates for FY21-23 have consistently been revised upwards over the last five months. These revisions lend credence to the robust growth prospects of the company over the next two years. Notably, Sea Limited's revenue is estimated to increase at a phenomenal CAGR of 42.8% through FY23.</p><p><blockquote>读者可以很快观察到，该公司对 21-23 财年的收入共识预期在过去五个月中一直被上调。这些修订为公司未来两年强劲的增长前景提供了可信度。值得注意的是，Sea Limited 的收入预计将通过2023财年以 42.8% 的惊人复合年增长率增长。</blockquote></p><p> There were concerns over the growth rates of its Garena gaming arm in its FQ3 report card.We also explained in our previous article&nbsp;that Sea Limited has clearly explained that investors should expect normalization in Garena's growth after two spectacular years. However, its monetization capability continues to dazzle. Therefore, we are confident that Garena can continue its robust monetization strategies moving forward.</p><p><blockquote>第三季度成绩单中对 Garena 游戏部门的增长率表示担忧。我们还在之前的文章中解释说，Sea Limited 已明确解释说，投资者应该期待 Garena 在经历了辉煌的两年后增长恢复正常。然而，其变现能力继续令人眼花缭乱。因此，我们相信 Garena 能够继续其稳健的货币化战略。</blockquote></p><p> Moreover, data from Sensor Tower's recent gaming statistics continue to point to sturdy performance from its Free Fire game. It continues to be ranked among the&nbsp;top ten mobile games in terms of overall gaming revenue&nbsp;in November. Moreover, it's also ranked#2 in overall downloadsacross both the App Store and Google Play. Notably, it's also among&nbsp;eight games globally whose annual revenue crossed $1B&nbsp;as of 14 December. Therefore, we think the sentiments and chatter about Free Fire's \"one-shot wonder\" have been overblown.</p><p><blockquote>此外，Sensor Tower最近的游戏统计数据继续表明其Free Fire游戏的强劲表现。就11月游戏整体收入而言，它继续位居移动游戏前十。此外，它在App Store和Google Play的总下载量中也排名第二。值得注意的是，截至12月14日，它也是全球八款年收入超过10亿美元的游戏之一。因此，我们认为关于Free Fire“一次性奇迹”的情绪和喋喋不休被夸大了。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/51247ba1efd7fa6d333b482446e94c9a\" tg-width=\"515\" tg-height=\"380\" referrerpolicy=\"no-referrer\"><span>Global games market forecast. Source: Google, Newzoo</span></p><p><blockquote><p class=\"t-img-caption\"><span>全球游戏市场预测。资料来源：谷歌、Newzoo</span></p></blockquote></p><p></p><p> In addition, the global gaming market is estimated to experience a slight decline to $175.8B after last year's massive 23% growth to $177.8B. However, given Garena's impressive growth in FY21 despite the decline in the global market, we believe it validates its business model and prospects. Notably, the gaming market is expected to reverse its decline moving forward. Therefore, Garena's leadership in mobile gaming could continue to propel its growth underpinned by the recovery in the global gaming market.</p><p><blockquote>此外，全球博彩市场在去年大幅增长 23% 至 177.8B 美元后，预计将略有下降至 175.8B 美元。然而，鉴于尽管全球市场下滑，Garena 在 2021 财年仍实现了令人印象深刻的增长，我们相信这验证了其商业模式和前景。值得注意的是，博彩市场有望在未来扭转颓势。因此，在全球游戏市场复苏的推动下，Garena 在移动游戏领域的领导地位可能会继续推动其增长。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0a0612da9a19f7b7198d43213b4f4470\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><span>Shopee adjusted EBITDA per order. Data source: Company filings</span></p><p><blockquote><p class=\"t-img-caption\"><span>Shopee 调整了每个订单的 EBITDA。数据来源：公司文件</span></p></blockquote></p><p> But, some investors may have been spooked by Shopee's (Sea Limited's e-commerce arm) continued expansion into new geographical markets. Notably, Shopee continues to report adjusted EBITDA loss per order, as shown above. Therefore, some investors might have been concerned about whether the company's plate is getting too much to handle. Over the last three months, the company has entered into new markets such as India, France, Spain, and Poland. They are in addition to its battle with MercadoLibre (MELI) in Latin America, particularly Brazil. As a result, there are concerns on whether Sea Limited could continue its adroit execution in these markets while still making losses. We believe such concerns are valid. However, Sea Limited has shown its tremendous capability in penetrating the most important markets where the incumbents have strong leadership. It includes Lazada (BABA) in Southeast Asia, MercadoLibre in Brazil, and Tokopedia in Indonesia. Shopee was never the first-mover. But, it took advantage as the \"late-comer\" as it sought to compete with the incumbents. It's important to note that Sea Limited is not averse to competition. It has thrived against the incumbents and has made the e-commerce space in these geographical regions much more competitive.</p><p><blockquote>但是，一些投资者可能对 Shopee（Sea Limited 的电子商务部门）向新地理市场的持续扩张感到害怕。值得注意的是，Shopee 继续报告每个订单的调整后 EBITDA 损失，如上所示。因此，一些投资者可能担心该公司的盘子是否有太多难以处理。在过去的三个月里，该公司进入了印度、法国、西班牙和波兰等新市场。此外，它还在拉丁美洲，特别是巴西与自由市场（MELI）的斗争。因此，人们担心 Sea Limited 能否在这些市场继续其娴熟的执行，同时仍在亏损。我们认为这种担忧是合理的。然而，Sea Limited 在渗透现有企业拥有强大领导地位的最重要市场方面表现出了巨大的能力。它包括东南亚的Lazada（BABA）、巴西的MercadoLibre和印度尼西亚的Tokopedia。Shopee从来都不是先行者。但是，它利用了“后来者”的优势，试图与现任者竞争。值得注意的是，Sea Limited并不反对竞争。它与现有企业相比蓬勃发展，并使这些地理区域的电子商务领域更具竞争力。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/80938433e2d55307ca40000eeea2a26f\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><span>Sea Limited revised adjusted EPS mean consensus estimates. Data source: S&amp;P Capital IQ, Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>Sea Limited 修订调整后每股收益平均共识估计。数据来源：标普资本智商、Seeking Alpha</span></p></blockquote></p><p> Nevertheless, the road towards profitability might be stretched further due to its e-commerce expansion. Readers can quickly glance over the chart above, where its adjusted EPS estimates have been revised downwards through FY23 over the last five months. However, we believe that if you are a long-term investor with a five-year horizon at least, it's not a cause for concern. Earlier investors in Sea Limited can keenly recall the company's massive adjusted EBITDA per order losses, as seen in the previous chart. Shopee has scaled tremendously over the last five years and has improved its operating leverage further. But, it's important to note that it takes time to scale up. Therefore, earlier losses in new geographical markets are expected. But, management has demonstrated its execution capability over the last three years. Considering its much reduced adjusted EBITDA losses over the previous few years, we believe that Shopee is even better positioned than before to navigate its expansion.</p><p><blockquote>然而，由于其电子商务的扩张，盈利之路可能会进一步延长。读者可以快速浏览上图，其中2023财年在过去五个月中对其调整后的每股收益预期进行了下调。然而，我们认为，如果您是至少有五年期限的长期投资者，则无需担心。Sea Limited 的早期投资者可以清楚地回忆起该公司每笔订单的巨额调整后 EBITDA 损失，如上图表所示。Shopee 在过去五年中规模巨大，并进一步提高了运营杠杆。但是，重要的是要注意，扩大规模需要时间。因此，预计新地理市场的早期亏损。但是，管理层在过去三年中已经展示了其执行能力。考虑到过去几年调整后 EBITDA 亏损大幅减少，我们相信 Shopee 比以前更有能力进行扩张。</blockquote></p><p> <b>So, is SE Stock a Buy Now?</b></p><p><blockquote><b>那么，SE 股票现在值得买入吗？</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3dbc835e49ded8a7a0e5f4fcc9e10649\" tg-width=\"640\" tg-height=\"384\" referrerpolicy=\"no-referrer\"><span>SE stock EV/NTM Revenue 4Y mean.</span></p><p><blockquote><p class=\"t-img-caption\"><span>SE股票EV/NTM收入4年平均值。</span></p></blockquote></p><p> SE stock is trading at an EV/NTM Revenue of 8.3x. Therefore, it has brought it back to its 4Y NTM revenue multiple mean of 8.6x. We believe there's a fantastic opportunity right now as the market has undoubtedly overreacted. As demonstrated clearly, SE is still expected to generate massive revenue growth moving ahead, even though it means the road to profitability gets further extended.</p><p><blockquote>SE 股票的 EV/NTM 收入为 8.3 倍。因此，它已将其恢复到 4 年 NTM 收入倍数平均值 8.6 倍。我们相信现在有一个绝佳的机会，因为市场无疑已经反应过度。正如清楚地表明的那样，SE 仍有望在未来实现巨大的收入增长，尽管这意味着盈利之路将进一步延长。</blockquote></p><p> Considering its FY23 revenue estimate, SE stock is trading at just 5.8x FY23 revenue. No one can accurately predict where the stock will be headed over the next few months. But, we think it represents a tremendous opportunity right now.</p><p><blockquote>考虑到其2023财年收入预期，SE 股票的交易价格仅为2023财年收入的 5.8 倍。没有人能够准确预测该股未来几个月的走势。但是，我们认为现在这是一个巨大的机会。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3bea18a0bdfd970ea640308dc35e099c\" tg-width=\"635\" tg-height=\"362\" referrerpolicy=\"no-referrer\"><span>SE stock price target Vs. actual price trend. Source: Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>SE 股价目标与实际价格趋势。来源：Seeking Alpha</span></p></blockquote></p><p></p><p> Moreover, readers can observe that the valuation gap between SE stock's consensus price target (PT) of $405.87 and its current price has never been more significant in a while. It's even more pronounced than its last significant correction in April/May. Notably, the consensus price target has been revised upwards despite the so-called \"gaming headwinds.\" And, if you look at the price chart, SE stock price has followed the revised PT trend very consistently over time. Therefore, the current price could be one of the most significant discounts you could observe in a long time.</p><p><blockquote>此外，读者可以观察到，SE 股票的共识目标价 (PT) 405.87 美元与其当前价格之间的估值差距一段时间以来从未如此显着。这比4月/5月的上一次大幅调整更加明显。值得注意的是，尽管存在所谓的“博彩逆风”，但共识目标价格已被上调。而且，如果你看一下价格图表，随着时间的推移，SE 股价一直非常一致地遵循修订后的 PT 趋势。因此，当前价格可能是您在很长一段时间内观察到的最大折扣之一。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/939a544ab94c9e2a2b8a6db943703b39\" tg-width=\"910\" tg-height=\"602\" referrerpolicy=\"no-referrer\"><span>SE stock DCF valuation model. Data source: S&amp;P Capital IQ, company filings, author</span></p><p><blockquote><p class=\"t-img-caption\"><span>SE股票DCF估值模型。数据来源：S&amp;P Capital IQ、公司文件、作者</span></p></blockquote></p><p> Our DCF model also shows that SE stock is now significantly undervalued with an implied fair value of $371.46. We have also used reasonable estimates in our model. Moreover, we believe that SE will continue to gain significant operating leverage as it scales in the new markets. We estimate that its adjusted EBITDA margins could reach 15% by FY25.</p><p><blockquote>我们的 DCF 模型还显示，SE 股票目前被严重低估，隐含公允价值为 371.46 美元。我们在模型中也使用了合理的估计。此外，我们相信，随着SE在新市场的扩大规模，SE将继续获得显著的运营杠杆。我们预计，到 2025 财年，其调整后 EBITDA 利润率可能达到 15%。</blockquote></p><p> Lastly, the stock is also testing a critical support level that has strongly underpinned the stock's advance since early 2021. Therefore, there are sufficient reasons to believe that the current entry point to add exposure to SE stock seems very attractive now.</p><p><blockquote>最后，该股还在测试一个关键支撑位，该支撑位自 2021 年初以来一直有力地支撑着该股的上涨。因此，有足够的理由相信，目前增加SE股票敞口的切入点现在看来非常有吸引力。</blockquote></p><p> Consequently,<i>we revise our rating on SE stock to Strong Buy</i>.</p><p><blockquote>因此，<i>我们将 SE 股票评级修改为强力买入</i>.</blockquote></p><p></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>Sea Stock: Down 43% From Its High, is a Buy Now?<blockquote>Sea股票：较高点下跌43%，现在买入吗？</blockquote></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: 12.5px; color: #7E829C; margin: 0;}\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\">\nSea Stock: Down 43% From Its High, is a Buy Now?<blockquote>Sea股票：较高点下跌43%，现在买入吗？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-12-20 11:55</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Sea Limited stock has been battered recently as growth stocks sold off massively in the market.</li>  <li>However, we believe that the fundamental thesis on its rapid growth remains robust.</li>  <li>We discuss why investors should capitalize on its recent significant correction to add exposure.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa5cbe0a30acc723a2c6f62300024002\" tg-width=\"1536\" tg-height=\"1024\" referrerpolicy=\"no-referrer\"><span>kokkai/iStock Unreleased via Getty Images</span></p><p><blockquote><ul><li>由于市场成长型股票大幅抛售，Sea Limited 的股票最近遭受重创。</li><li>然而，我们认为其快速增长的基本论点仍然稳固。</li><li>我们讨论为什么投资者应该利用最近的重大调整来增加风险敞口。</li></ul><p class=\"t-img-caption\"><span>kokkai/iStock 未通过 Getty Images 发布</span></p></blockquote></p><p> <b>Investment Thesis</b></p><p><blockquote><b>投资论文</b></blockquote></p><p> Sea Limited(NYSE:SE)&nbsp;stock is one of our highest conviction growth stocks that has been severely battered over the last month. Since its recent all-time high (ATH) in October, its price has dropped by a dramatic 43%. Many reasons have been presented on why the stock has fallen. We exhort investors not to read too much into them. We believe nothing material has changed from its fundamental thesis. The stock has had a remarkable run in 2021 relative to its gaming peers or e-tailer peers. Therefore, profit-taking of this extent should not be surprising as fear struck growth stocks.</p><p><blockquote>Sea Limited（纽约证券交易所股票代码：SE）股票是我们最相信的成长型股票之一，在上个月遭受了严重打击。自 10 月份创下历史新高 (ATH) 以来，其价格已大幅下跌 43%。关于该股下跌的原因有很多。我们建议投资者不要过多地解读它们。我们认为它的基本论点没有任何实质性的改变。相对于游戏同行或电子零售商同行，该股在 2021 年表现出色。因此，当恐惧袭击成长型股票时，这种程度的获利了结并不奇怪。</blockquote></p><p> Moreover, the recent significant correction in growth stocks across the market has also hit SE stock hard. But, we are not concerned. Significant volatility will always be a factor influencing the performance of growth stocks like SE in the short term.</p><p><blockquote>此外，近期全市场成长股的大幅回调也对SE股造成了沉重打击。但是，我们并不担心。短期内，显著的波动性始终是影响SE等成长股表现的一个因素。</blockquote></p><p> Notably, we observed that the consensus target price on SE stock had been revised upwards since its FQ3 report card. Moreover, the gap between its price target and its current stock price has been greater than its last significant correction in April/May.</p><p><blockquote>值得注意的是，我们观察到，自第三季度报告以来，SE 股票的一致目标价已被上调。此外，其目标价与其当前股价之间的差距已经大于其上一次在4月/5月的大幅调整。</blockquote></p><p> Our internal DCF valuation model also points to a stock that is now significantly undervalued. Thanks to the market's myopia, we have been presented with another fantastic opportunity since April/May to add SE stock with great fervor again.</p><p><blockquote>我们的内部 DCF 估值模型还指出了一只目前被严重低估的股票。由于市场的短视，自4月/5月以来，我们又迎来了一个绝佳的机会，再次以极大的热情增持SE股票。</blockquote></p><p> We discuss why we think investors should not miss this incredible opportunity to add exposure to an outstanding growth stock.</p><p><blockquote>我们讨论为什么我们认为投资者不应该错过这个难以置信的机会来增加对优秀成长型股票的投资。</blockquote></p><p> <b>SE Stock YTD Performance</b></p><p><blockquote><b>SE 股票年初至今表现</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6c191d1f0f6a10e392845cdbda1264aa\" tg-width=\"640\" tg-height=\"331\" referrerpolicy=\"no-referrer\"><span>SE stock YTD performance (as of 17 December'21).</span></p><p><blockquote><p class=\"t-img-caption\"><span>SE股票年初至今表现（截至21年12月17日）。</span></p></blockquote></p><p> As a result of the significant correction recently, SE stock's YTD return has dropped to 6.9%, thus underperforming the market. Notably, its YTD gain was as high as 80% in October/early November. Despite that, the stock is still outperforming its e-tailer and gaming peers, as shown above.</p><p><blockquote>由于最近的大幅调整，SE股票的年初至今回报率已降至6.9%，因此跑输大盘。值得注意的是，其年初至今的涨幅在10月/11月初高达80%。尽管如此，如上图所示，该股的表现仍然优于电子零售商和游戏同行。</blockquote></p><p> <b>Sea Stock Estimates Have Consistently Been Revised Upwards</b></p><p><blockquote><b>Sea 股票预测一直被上调</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8555128e2a30e924dd6c2dd162a27eea\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><span>Sea Limited revised revenue mean consensus estimates. Data source: S&amp;P Capital IQ, Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>Sea Limited 修订后的收入平均共识估计。数据来源：标普资本智商、Seeking Alpha</span></p></blockquote></p><p> Readers can quickly observe that the company's revenue consensus estimates for FY21-23 have consistently been revised upwards over the last five months. These revisions lend credence to the robust growth prospects of the company over the next two years. Notably, Sea Limited's revenue is estimated to increase at a phenomenal CAGR of 42.8% through FY23.</p><p><blockquote>读者可以很快观察到，该公司对 21-23 财年的收入共识预期在过去五个月中一直被上调。这些修订为公司未来两年强劲的增长前景提供了可信度。值得注意的是，Sea Limited 的收入预计将通过2023财年以 42.8% 的惊人复合年增长率增长。</blockquote></p><p> There were concerns over the growth rates of its Garena gaming arm in its FQ3 report card.We also explained in our previous article&nbsp;that Sea Limited has clearly explained that investors should expect normalization in Garena's growth after two spectacular years. However, its monetization capability continues to dazzle. Therefore, we are confident that Garena can continue its robust monetization strategies moving forward.</p><p><blockquote>第三季度成绩单中对 Garena 游戏部门的增长率表示担忧。我们还在之前的文章中解释说，Sea Limited 已明确解释说，投资者应该期待 Garena 在经历了辉煌的两年后增长恢复正常。然而，其变现能力继续令人眼花缭乱。因此，我们相信 Garena 能够继续其稳健的货币化战略。</blockquote></p><p> Moreover, data from Sensor Tower's recent gaming statistics continue to point to sturdy performance from its Free Fire game. It continues to be ranked among the&nbsp;top ten mobile games in terms of overall gaming revenue&nbsp;in November. Moreover, it's also ranked#2 in overall downloadsacross both the App Store and Google Play. Notably, it's also among&nbsp;eight games globally whose annual revenue crossed $1B&nbsp;as of 14 December. Therefore, we think the sentiments and chatter about Free Fire's \"one-shot wonder\" have been overblown.</p><p><blockquote>此外，Sensor Tower最近的游戏统计数据继续表明其Free Fire游戏的强劲表现。就11月游戏整体收入而言，它继续位居移动游戏前十。此外，它在App Store和Google Play的总下载量中也排名第二。值得注意的是，截至12月14日，它也是全球八款年收入超过10亿美元的游戏之一。因此，我们认为关于Free Fire“一次性奇迹”的情绪和喋喋不休被夸大了。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/51247ba1efd7fa6d333b482446e94c9a\" tg-width=\"515\" tg-height=\"380\" referrerpolicy=\"no-referrer\"><span>Global games market forecast. Source: Google, Newzoo</span></p><p><blockquote><p class=\"t-img-caption\"><span>全球游戏市场预测。资料来源：谷歌、Newzoo</span></p></blockquote></p><p></p><p> In addition, the global gaming market is estimated to experience a slight decline to $175.8B after last year's massive 23% growth to $177.8B. However, given Garena's impressive growth in FY21 despite the decline in the global market, we believe it validates its business model and prospects. Notably, the gaming market is expected to reverse its decline moving forward. Therefore, Garena's leadership in mobile gaming could continue to propel its growth underpinned by the recovery in the global gaming market.</p><p><blockquote>此外，全球博彩市场在去年大幅增长 23% 至 177.8B 美元后，预计将略有下降至 175.8B 美元。然而，鉴于尽管全球市场下滑，Garena 在 2021 财年仍实现了令人印象深刻的增长，我们相信这验证了其商业模式和前景。值得注意的是，博彩市场有望在未来扭转颓势。因此，在全球游戏市场复苏的推动下，Garena 在移动游戏领域的领导地位可能会继续推动其增长。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0a0612da9a19f7b7198d43213b4f4470\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><span>Shopee adjusted EBITDA per order. Data source: Company filings</span></p><p><blockquote><p class=\"t-img-caption\"><span>Shopee 调整了每个订单的 EBITDA。数据来源：公司文件</span></p></blockquote></p><p> But, some investors may have been spooked by Shopee's (Sea Limited's e-commerce arm) continued expansion into new geographical markets. Notably, Shopee continues to report adjusted EBITDA loss per order, as shown above. Therefore, some investors might have been concerned about whether the company's plate is getting too much to handle. Over the last three months, the company has entered into new markets such as India, France, Spain, and Poland. They are in addition to its battle with MercadoLibre (MELI) in Latin America, particularly Brazil. As a result, there are concerns on whether Sea Limited could continue its adroit execution in these markets while still making losses. We believe such concerns are valid. However, Sea Limited has shown its tremendous capability in penetrating the most important markets where the incumbents have strong leadership. It includes Lazada (BABA) in Southeast Asia, MercadoLibre in Brazil, and Tokopedia in Indonesia. Shopee was never the first-mover. But, it took advantage as the \"late-comer\" as it sought to compete with the incumbents. It's important to note that Sea Limited is not averse to competition. It has thrived against the incumbents and has made the e-commerce space in these geographical regions much more competitive.</p><p><blockquote>但是，一些投资者可能对 Shopee（Sea Limited 的电子商务部门）向新地理市场的持续扩张感到害怕。值得注意的是，Shopee 继续报告每个订单的调整后 EBITDA 损失，如上所示。因此，一些投资者可能担心该公司的盘子是否有太多难以处理。在过去的三个月里，该公司进入了印度、法国、西班牙和波兰等新市场。此外，它还在拉丁美洲，特别是巴西与自由市场（MELI）的斗争。因此，人们担心 Sea Limited 能否在这些市场继续其娴熟的执行，同时仍在亏损。我们认为这种担忧是合理的。然而，Sea Limited 在渗透现有企业拥有强大领导地位的最重要市场方面表现出了巨大的能力。它包括东南亚的Lazada（BABA）、巴西的MercadoLibre和印度尼西亚的Tokopedia。Shopee从来都不是先行者。但是，它利用了“后来者”的优势，试图与现任者竞争。值得注意的是，Sea Limited并不反对竞争。它与现有企业相比蓬勃发展，并使这些地理区域的电子商务领域更具竞争力。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/80938433e2d55307ca40000eeea2a26f\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><span>Sea Limited revised adjusted EPS mean consensus estimates. Data source: S&amp;P Capital IQ, Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>Sea Limited 修订调整后每股收益平均共识估计。数据来源：标普资本智商、Seeking Alpha</span></p></blockquote></p><p> Nevertheless, the road towards profitability might be stretched further due to its e-commerce expansion. Readers can quickly glance over the chart above, where its adjusted EPS estimates have been revised downwards through FY23 over the last five months. However, we believe that if you are a long-term investor with a five-year horizon at least, it's not a cause for concern. Earlier investors in Sea Limited can keenly recall the company's massive adjusted EBITDA per order losses, as seen in the previous chart. Shopee has scaled tremendously over the last five years and has improved its operating leverage further. But, it's important to note that it takes time to scale up. Therefore, earlier losses in new geographical markets are expected. But, management has demonstrated its execution capability over the last three years. Considering its much reduced adjusted EBITDA losses over the previous few years, we believe that Shopee is even better positioned than before to navigate its expansion.</p><p><blockquote>然而，由于其电子商务的扩张，盈利之路可能会进一步延长。读者可以快速浏览上图，其中2023财年在过去五个月中对其调整后的每股收益预期进行了下调。然而，我们认为，如果您是至少有五年期限的长期投资者，则无需担心。Sea Limited 的早期投资者可以清楚地回忆起该公司每笔订单的巨额调整后 EBITDA 损失，如上图表所示。Shopee 在过去五年中规模巨大，并进一步提高了运营杠杆。但是，重要的是要注意，扩大规模需要时间。因此，预计新地理市场的早期亏损。但是，管理层在过去三年中已经展示了其执行能力。考虑到过去几年调整后 EBITDA 亏损大幅减少，我们相信 Shopee 比以前更有能力进行扩张。</blockquote></p><p> <b>So, is SE Stock a Buy Now?</b></p><p><blockquote><b>那么，SE 股票现在值得买入吗？</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3dbc835e49ded8a7a0e5f4fcc9e10649\" tg-width=\"640\" tg-height=\"384\" referrerpolicy=\"no-referrer\"><span>SE stock EV/NTM Revenue 4Y mean.</span></p><p><blockquote><p class=\"t-img-caption\"><span>SE股票EV/NTM收入4年平均值。</span></p></blockquote></p><p> SE stock is trading at an EV/NTM Revenue of 8.3x. Therefore, it has brought it back to its 4Y NTM revenue multiple mean of 8.6x. We believe there's a fantastic opportunity right now as the market has undoubtedly overreacted. As demonstrated clearly, SE is still expected to generate massive revenue growth moving ahead, even though it means the road to profitability gets further extended.</p><p><blockquote>SE 股票的 EV/NTM 收入为 8.3 倍。因此，它已将其恢复到 4 年 NTM 收入倍数平均值 8.6 倍。我们相信现在有一个绝佳的机会，因为市场无疑已经反应过度。正如清楚地表明的那样，SE 仍有望在未来实现巨大的收入增长，尽管这意味着盈利之路将进一步延长。</blockquote></p><p> Considering its FY23 revenue estimate, SE stock is trading at just 5.8x FY23 revenue. No one can accurately predict where the stock will be headed over the next few months. But, we think it represents a tremendous opportunity right now.</p><p><blockquote>考虑到其2023财年收入预期，SE 股票的交易价格仅为2023财年收入的 5.8 倍。没有人能够准确预测该股未来几个月的走势。但是，我们认为现在这是一个巨大的机会。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3bea18a0bdfd970ea640308dc35e099c\" tg-width=\"635\" tg-height=\"362\" referrerpolicy=\"no-referrer\"><span>SE stock price target Vs. actual price trend. Source: Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>SE 股价目标与实际价格趋势。来源：Seeking Alpha</span></p></blockquote></p><p></p><p> Moreover, readers can observe that the valuation gap between SE stock's consensus price target (PT) of $405.87 and its current price has never been more significant in a while. It's even more pronounced than its last significant correction in April/May. Notably, the consensus price target has been revised upwards despite the so-called \"gaming headwinds.\" And, if you look at the price chart, SE stock price has followed the revised PT trend very consistently over time. Therefore, the current price could be one of the most significant discounts you could observe in a long time.</p><p><blockquote>此外，读者可以观察到，SE 股票的共识目标价 (PT) 405.87 美元与其当前价格之间的估值差距一段时间以来从未如此显着。这比4月/5月的上一次大幅调整更加明显。值得注意的是，尽管存在所谓的“博彩逆风”，但共识目标价格已被上调。而且，如果你看一下价格图表，随着时间的推移，SE 股价一直非常一致地遵循修订后的 PT 趋势。因此，当前价格可能是您在很长一段时间内观察到的最大折扣之一。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/939a544ab94c9e2a2b8a6db943703b39\" tg-width=\"910\" tg-height=\"602\" referrerpolicy=\"no-referrer\"><span>SE stock DCF valuation model. Data source: S&amp;P Capital IQ, company filings, author</span></p><p><blockquote><p class=\"t-img-caption\"><span>SE股票DCF估值模型。数据来源：S&amp;P Capital IQ、公司文件、作者</span></p></blockquote></p><p> Our DCF model also shows that SE stock is now significantly undervalued with an implied fair value of $371.46. We have also used reasonable estimates in our model. Moreover, we believe that SE will continue to gain significant operating leverage as it scales in the new markets. We estimate that its adjusted EBITDA margins could reach 15% by FY25.</p><p><blockquote>我们的 DCF 模型还显示，SE 股票目前被严重低估，隐含公允价值为 371.46 美元。我们在模型中也使用了合理的估计。此外，我们相信，随着SE在新市场的扩大规模，SE将继续获得显著的运营杠杆。我们预计，到 2025 财年，其调整后 EBITDA 利润率可能达到 15%。</blockquote></p><p> Lastly, the stock is also testing a critical support level that has strongly underpinned the stock's advance since early 2021. Therefore, there are sufficient reasons to believe that the current entry point to add exposure to SE stock seems very attractive now.</p><p><blockquote>最后，该股还在测试一个关键支撑位，该支撑位自 2021 年初以来一直有力地支撑着该股的上涨。因此，有足够的理由相信，目前增加SE股票敞口的切入点现在看来非常有吸引力。</blockquote></p><p> Consequently,<i>we revise our rating on SE stock to Strong Buy</i>.</p><p><blockquote>因此，<i>我们将 SE 股票评级修改为强力买入</i>.</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4475931-sea-se-down-significantly-stock-strong-buy\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"https://seekingalpha.com/article/4475931-sea-se-down-significantly-stock-strong-buy","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109541249","content_text":"Summary\n\nSea Limited stock has been battered recently as growth stocks sold off massively in the market.\nHowever, we believe that the fundamental thesis on its rapid growth remains robust.\nWe discuss why investors should capitalize on its recent significant correction to add exposure.\n\nkokkai/iStock Unreleased via Getty Images\nInvestment Thesis\nSea Limited(NYSE:SE) stock is one of our highest conviction growth stocks that has been severely battered over the last month. Since its recent all-time high (ATH) in October, its price has dropped by a dramatic 43%. Many reasons have been presented on why the stock has fallen. We exhort investors not to read too much into them. We believe nothing material has changed from its fundamental thesis. The stock has had a remarkable run in 2021 relative to its gaming peers or e-tailer peers. Therefore, profit-taking of this extent should not be surprising as fear struck growth stocks.\nMoreover, the recent significant correction in growth stocks across the market has also hit SE stock hard. But, we are not concerned. Significant volatility will always be a factor influencing the performance of growth stocks like SE in the short term.\nNotably, we observed that the consensus target price on SE stock had been revised upwards since its FQ3 report card. Moreover, the gap between its price target and its current stock price has been greater than its last significant correction in April/May.\nOur internal DCF valuation model also points to a stock that is now significantly undervalued. Thanks to the market's myopia, we have been presented with another fantastic opportunity since April/May to add SE stock with great fervor again.\nWe discuss why we think investors should not miss this incredible opportunity to add exposure to an outstanding growth stock.\nSE Stock YTD Performance\nSE stock YTD performance (as of 17 December'21).\nAs a result of the significant correction recently, SE stock's YTD return has dropped to 6.9%, thus underperforming the market. Notably, its YTD gain was as high as 80% in October/early November. Despite that, the stock is still outperforming its e-tailer and gaming peers, as shown above.\nSea Stock Estimates Have Consistently Been Revised Upwards\nSea Limited revised revenue mean consensus estimates. Data source: S&P Capital IQ, Seeking Alpha\nReaders can quickly observe that the company's revenue consensus estimates for FY21-23 have consistently been revised upwards over the last five months. These revisions lend credence to the robust growth prospects of the company over the next two years. Notably, Sea Limited's revenue is estimated to increase at a phenomenal CAGR of 42.8% through FY23.\nThere were concerns over the growth rates of its Garena gaming arm in its FQ3 report card.We also explained in our previous article that Sea Limited has clearly explained that investors should expect normalization in Garena's growth after two spectacular years. However, its monetization capability continues to dazzle. Therefore, we are confident that Garena can continue its robust monetization strategies moving forward.\nMoreover, data from Sensor Tower's recent gaming statistics continue to point to sturdy performance from its Free Fire game. It continues to be ranked among the top ten mobile games in terms of overall gaming revenue in November. Moreover, it's also ranked#2 in overall downloadsacross both the App Store and Google Play. Notably, it's also among eight games globally whose annual revenue crossed $1B as of 14 December. Therefore, we think the sentiments and chatter about Free Fire's \"one-shot wonder\" have been overblown.\nGlobal games market forecast. Source: Google, Newzoo\nIn addition, the global gaming market is estimated to experience a slight decline to $175.8B after last year's massive 23% growth to $177.8B. However, given Garena's impressive growth in FY21 despite the decline in the global market, we believe it validates its business model and prospects. Notably, the gaming market is expected to reverse its decline moving forward. Therefore, Garena's leadership in mobile gaming could continue to propel its growth underpinned by the recovery in the global gaming market.\nShopee adjusted EBITDA per order. Data source: Company filings\nBut, some investors may have been spooked by Shopee's (Sea Limited's e-commerce arm) continued expansion into new geographical markets. Notably, Shopee continues to report adjusted EBITDA loss per order, as shown above. Therefore, some investors might have been concerned about whether the company's plate is getting too much to handle. Over the last three months, the company has entered into new markets such as India, France, Spain, and Poland. They are in addition to its battle with MercadoLibre (MELI) in Latin America, particularly Brazil. As a result, there are concerns on whether Sea Limited could continue its adroit execution in these markets while still making losses. We believe such concerns are valid. However, Sea Limited has shown its tremendous capability in penetrating the most important markets where the incumbents have strong leadership. It includes Lazada (BABA) in Southeast Asia, MercadoLibre in Brazil, and Tokopedia in Indonesia. Shopee was never the first-mover. But, it took advantage as the \"late-comer\" as it sought to compete with the incumbents. It's important to note that Sea Limited is not averse to competition. It has thrived against the incumbents and has made the e-commerce space in these geographical regions much more competitive.\nSea Limited revised adjusted EPS mean consensus estimates. Data source: S&P Capital IQ, Seeking Alpha\nNevertheless, the road towards profitability might be stretched further due to its e-commerce expansion. Readers can quickly glance over the chart above, where its adjusted EPS estimates have been revised downwards through FY23 over the last five months. However, we believe that if you are a long-term investor with a five-year horizon at least, it's not a cause for concern. Earlier investors in Sea Limited can keenly recall the company's massive adjusted EBITDA per order losses, as seen in the previous chart. Shopee has scaled tremendously over the last five years and has improved its operating leverage further. But, it's important to note that it takes time to scale up. Therefore, earlier losses in new geographical markets are expected. But, management has demonstrated its execution capability over the last three years. Considering its much reduced adjusted EBITDA losses over the previous few years, we believe that Shopee is even better positioned than before to navigate its expansion.\nSo, is SE Stock a Buy Now?\nSE stock EV/NTM Revenue 4Y mean.\nSE stock is trading at an EV/NTM Revenue of 8.3x. Therefore, it has brought it back to its 4Y NTM revenue multiple mean of 8.6x. We believe there's a fantastic opportunity right now as the market has undoubtedly overreacted. As demonstrated clearly, SE is still expected to generate massive revenue growth moving ahead, even though it means the road to profitability gets further extended.\nConsidering its FY23 revenue estimate, SE stock is trading at just 5.8x FY23 revenue. No one can accurately predict where the stock will be headed over the next few months. But, we think it represents a tremendous opportunity right now.\nSE stock price target Vs. actual price trend. Source: Seeking Alpha\nMoreover, readers can observe that the valuation gap between SE stock's consensus price target (PT) of $405.87 and its current price has never been more significant in a while. It's even more pronounced than its last significant correction in April/May. Notably, the consensus price target has been revised upwards despite the so-called \"gaming headwinds.\" And, if you look at the price chart, SE stock price has followed the revised PT trend very consistently over time. Therefore, the current price could be one of the most significant discounts you could observe in a long time.\nSE stock DCF valuation model. Data source: S&P Capital IQ, company filings, author\nOur DCF model also shows that SE stock is now significantly undervalued with an implied fair value of $371.46. We have also used reasonable estimates in our model. Moreover, we believe that SE will continue to gain significant operating leverage as it scales in the new markets. We estimate that its adjusted EBITDA margins could reach 15% by FY25.\nLastly, the stock is also testing a critical support level that has strongly underpinned the stock's advance since early 2021. Therefore, there are sufficient reasons to believe that the current entry point to add exposure to SE stock seems very attractive now.\nConsequently,we revise our rating on SE stock to Strong Buy.","news_type":1,"symbols_score_info":{"SE":0.9}},"isVote":1,"tweetType":1,"viewCount":3858,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603377074,"gmtCreate":1638370649415,"gmtModify":1638370679670,"author":{"id":"4088114426953000","authorId":"4088114426953000","name":"小金钱袋","avatar":"https://static.tigerbbs.com/fcfe810767ab9edba4fd3048d353a712","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088114426953000","authorIdStr":"4088114426953000"},"themes":[],"title":"","htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/603377074","repostId":"1152127890","repostType":4,"repost":{"id":"1152127890","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":1638370333,"share":"https://www.laohunote.com/m/news/1152127890?lang=zh_CN&edition=full","pubTime":"2021-12-01 22:52","market":"us","language":"en","title":"Semiconductor stocks climbed in morning trading<blockquote>半导体股早盘上涨</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1152127890","media":"Tiger Newspress","summary":"Semiconductor stocks climbed in morning trading.ON Semiconductor,TSMC,ASML,Micron and Nvidia rose be","content":"<p>Semiconductor stocks climbed in morning trading.ON Semiconductor,TSMC,ASML,Micron&nbsp;and&nbsp;Nvidia&nbsp;rose&nbsp;between 1% and 4%.</p><p><blockquote>半导体股早盘攀升.半导体方面， 台积电、ASML、美光和英伟达上涨1%至4%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/f7d6f0f0788dabf122217572c40dd55b\" tg-width=\"397\" tg-height=\"414\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></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>Semiconductor stocks climbed in morning trading<blockquote>半导体股早盘上涨</blockquote></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: 12.5px; color: #7E829C; margin: 0;}\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\">\nSemiconductor stocks climbed in morning trading<blockquote>半导体股早盘上涨</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\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 smaller\">2021-12-01 22:52</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Semiconductor stocks climbed in morning trading.ON Semiconductor,TSMC,ASML,Micron&nbsp;and&nbsp;Nvidia&nbsp;rose&nbsp;between 1% and 4%.</p><p><blockquote>半导体股早盘攀升.半导体方面， 台积电、ASML、美光和英伟达上涨1%至4%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/f7d6f0f0788dabf122217572c40dd55b\" tg-width=\"397\" tg-height=\"414\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ASML":"阿斯麦","TSM":"台积电","NVDA":"英伟达","MU":"美光科技","ON":"安森美半导体"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152127890","content_text":"Semiconductor stocks climbed in morning trading.ON Semiconductor,TSMC,ASML,Micron and Nvidia rose between 1% and 4%.","news_type":1,"symbols_score_info":{"ON":0.9,"NVDA":0.9,"ASML":0.9,"MU":0.9,"XLNX":0.9,"TSM":0.9}},"isVote":1,"tweetType":1,"viewCount":698,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":823068441,"gmtCreate":1633565908081,"gmtModify":1633565908861,"author":{"id":"4088114426953000","authorId":"4088114426953000","name":"小金钱袋","avatar":"https://static.tigerbbs.com/fcfe810767ab9edba4fd3048d353a712","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088114426953000","authorIdStr":"4088114426953000"},"themes":[],"title":"","htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/823068441","repostId":"2173948202","repostType":4,"isVote":1,"tweetType":1,"viewCount":1024,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":835037074,"gmtCreate":1629680726698,"gmtModify":1633683310592,"author":{"id":"4088114426953000","authorId":"4088114426953000","name":"小金钱袋","avatar":"https://static.tigerbbs.com/fcfe810767ab9edba4fd3048d353a712","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088114426953000","authorIdStr":"4088114426953000"},"themes":[],"title":"","htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/835037074","repostId":"2161747692","repostType":4,"isVote":1,"tweetType":1,"viewCount":990,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":892974491,"gmtCreate":1628637487313,"gmtModify":1633745605257,"author":{"id":"4088114426953000","authorId":"4088114426953000","name":"小金钱袋","avatar":"https://static.tigerbbs.com/fcfe810767ab9edba4fd3048d353a712","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088114426953000","authorIdStr":"4088114426953000"},"themes":[],"title":"","htmlText":"Like pls","listText":"Like pls","text":"Like 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pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/827994690","repostId":"2175146556","repostType":4,"isVote":1,"tweetType":1,"viewCount":949,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":869005649,"gmtCreate":1632223898481,"gmtModify":1632801980237,"author":{"id":"4088114426953000","authorId":"4088114426953000","name":"小金钱袋","avatar":"https://static.tigerbbs.com/fcfe810767ab9edba4fd3048d353a712","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088114426953000","authorIdStr":"4088114426953000"},"themes":[],"title":"","htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/869005649","repostId":"1117531416","repostType":4,"repost":{"id":"1117531416","kind":"news","pubTimestamp":1632223108,"share":"https://www.laohunote.com/m/news/1117531416?lang=zh_CN&edition=full","pubTime":"2021-09-21 19:18","market":"us","language":"en","title":"U.S. Bancorp to Buy MUFG Union Bank for About $8 Billion<blockquote>美国合众银行将以约 80 亿美元收购三菱日联银行</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1117531416","media":"The Wall Street Journal","summary":"Deal boosts U.S. Bank’s presence in California and other parts of the West Coast.\n\nU.S. BancorpUSB-2","content":"<p>  <b>Deal boosts U.S. Bank’s presence in California and other parts of the West Coast.</b>  U.S. BancorpUSB-2.33%has agreed to buy MUFG Union Bank’s core regional banking franchise fromMitsubishi UFJ Financial GroupMUFG-2.23%for about $8 billion in cash and stock, a deal that would boost U.S. Bank’s presence in California and other parts of the West Coast.</p><p><blockquote><b>这笔交易增强了合众银行在加利福尼亚州和西海岸其他地区的业务。</b>合众银行（U.S. BancorpUSB-2.33%）已同意以约 80 亿美元的现金和股票从三菱日联金融集团（Mitsubishi UFJ Financial GroupMUFG-2.23%）手中收购三菱日联联合银行（MUFG Union Bank）的核心区域银行特许经营权，这笔交易将增强合众银行在加利福尼亚州和西海岸其他地区的业务。</blockquote></p><p> The purchase price includes $5.5 billion in cash and about 44 million shares of U.S. Bancorp common stock, the companies said Tuesday. MUFG will hold a minority stake of about 2.9% in U.S. Bancorp after the transaction is expected to close in the first half of 2022, they added.</p><p><blockquote>两家公司周二表示，收购价格包括55亿美元现金和约4400万股美国合众银行普通股。他们补充说，交易预计将于 2022 年上半年完成，MUFG 将持有 U.S. Bancorp 约 2.9% 的少数股权。</blockquote></p><p> The companies said they would have a combined presence in California, Washington and Oregon. Through the deal, U.S. Bank will gain more than a million consumer customers and about 190,000 small-business customers on the West Coast, in addition to about $58 billion in loans and $90 billion in deposits based on MUFG Union Bank’s June 30 balance sheet.</p><p><blockquote>两家公司表示，他们将在加利福尼亚州、华盛顿州和俄勒冈州合并开展业务。通过这笔交易，美国根据 MUFG Union Bank 6 月 30 日的资产负债表，该银行将在西海岸获得 100 多万消费者客户和约 19 万家小企业客户，此外还将获得约 580 亿美元的贷款和 900 亿美元的存款。</blockquote></p><p> U.S. Bancorp, which is the parent of U.S. Bank National Association, said it expects the transaction to add about 6% to per-share earnings in 2023. The deal has an estimated internal rate of return of more than 20%, it said.</p><p><blockquote>美国银行全国协会的母公司合众银行表示，预计此次交易将使 2023 年每股收益增加约 6%。该交易预计内部回报率超过 20%。</blockquote></p><p> The company expects about $900 million in pretax cost savings equal to 40% of estimated non-interest expenses through a combination of real-estate consolidation, technology and systems conversion and other back-office efficiencies. U.S. Bancorp said it expects to book $1.2 billion in merger charges.</p><p><blockquote>该公司预计，通过房地产整合、技术和系统转换以及其他后台效率的结合，将节省约 9 亿美元的税前成本，相当于预计非利息支出的 40%。美国合众银行表示，预计将计入 12 亿美元的合并费用。</blockquote></p><p> MUFG Union Bank on Sept. 20 entered into a consent order with the Office of the Comptroller of the Currency, the companies said. U.S. Bancorp said it has incorporated regulatory concerns into all aspects of the deal process. It said it expects to remediate issues applicable to MUFG Union Bank, and that the order won’t restrict U.S. Bancorp’s ability to operate and grow its business.</p><p><blockquote>两家公司表示，三菱日联银行于 9 月 20 日与货币监理署签订了同意令。美国合众银行表示，已将监管问题纳入交易过程的各个方面。该公司表示，预计将纠正适用于三菱日联银行的问题，该命令不会限制美国合众银行运营和发展业务的能力。</blockquote></p><p> U.S. Bank said it commits to retaining all MUFG Union Bank’s front-line branch employees.</p><p><blockquote>美国银行表示，它承诺保留三菱日联银行所有一线分行员工。</blockquote></p><p></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>U.S. Bancorp to Buy MUFG Union Bank for About $8 Billion<blockquote>美国合众银行将以约 80 亿美元收购三菱日联银行</blockquote></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: 12.5px; color: #7E829C; margin: 0;}\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\">\nU.S. Bancorp to Buy MUFG Union Bank for About $8 Billion<blockquote>美国合众银行将以约 80 亿美元收购三菱日联银行</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">The Wall Street Journal</strong><span class=\"h-time small\">2021-09-21 19:18</span>\n</p>\n</h4>\n</header>\n<article>\n<p>  <b>Deal boosts U.S. Bank’s presence in California and other parts of the West Coast.</b>  U.S. BancorpUSB-2.33%has agreed to buy MUFG Union Bank’s core regional banking franchise fromMitsubishi UFJ Financial GroupMUFG-2.23%for about $8 billion in cash and stock, a deal that would boost U.S. Bank’s presence in California and other parts of the West Coast.</p><p><blockquote><b>这笔交易增强了合众银行在加利福尼亚州和西海岸其他地区的业务。</b>合众银行（U.S. BancorpUSB-2.33%）已同意以约 80 亿美元的现金和股票从三菱日联金融集团（Mitsubishi UFJ Financial GroupMUFG-2.23%）手中收购三菱日联联合银行（MUFG Union Bank）的核心区域银行特许经营权，这笔交易将增强合众银行在加利福尼亚州和西海岸其他地区的业务。</blockquote></p><p> The purchase price includes $5.5 billion in cash and about 44 million shares of U.S. Bancorp common stock, the companies said Tuesday. MUFG will hold a minority stake of about 2.9% in U.S. Bancorp after the transaction is expected to close in the first half of 2022, they added.</p><p><blockquote>两家公司周二表示，收购价格包括55亿美元现金和约4400万股美国合众银行普通股。他们补充说，交易预计将于 2022 年上半年完成，MUFG 将持有 U.S. Bancorp 约 2.9% 的少数股权。</blockquote></p><p> The companies said they would have a combined presence in California, Washington and Oregon. Through the deal, U.S. Bank will gain more than a million consumer customers and about 190,000 small-business customers on the West Coast, in addition to about $58 billion in loans and $90 billion in deposits based on MUFG Union Bank’s June 30 balance sheet.</p><p><blockquote>两家公司表示，他们将在加利福尼亚州、华盛顿州和俄勒冈州合并开展业务。通过这笔交易，美国根据 MUFG Union Bank 6 月 30 日的资产负债表，该银行将在西海岸获得 100 多万消费者客户和约 19 万家小企业客户，此外还将获得约 580 亿美元的贷款和 900 亿美元的存款。</blockquote></p><p> U.S. Bancorp, which is the parent of U.S. Bank National Association, said it expects the transaction to add about 6% to per-share earnings in 2023. The deal has an estimated internal rate of return of more than 20%, it said.</p><p><blockquote>美国银行全国协会的母公司合众银行表示，预计此次交易将使 2023 年每股收益增加约 6%。该交易预计内部回报率超过 20%。</blockquote></p><p> The company expects about $900 million in pretax cost savings equal to 40% of estimated non-interest expenses through a combination of real-estate consolidation, technology and systems conversion and other back-office efficiencies. U.S. Bancorp said it expects to book $1.2 billion in merger charges.</p><p><blockquote>该公司预计，通过房地产整合、技术和系统转换以及其他后台效率的结合，将节省约 9 亿美元的税前成本，相当于预计非利息支出的 40%。美国合众银行表示，预计将计入 12 亿美元的合并费用。</blockquote></p><p> MUFG Union Bank on Sept. 20 entered into a consent order with the Office of the Comptroller of the Currency, the companies said. U.S. Bancorp said it has incorporated regulatory concerns into all aspects of the deal process. It said it expects to remediate issues applicable to MUFG Union Bank, and that the order won’t restrict U.S. Bancorp’s ability to operate and grow its business.</p><p><blockquote>两家公司表示，三菱日联银行于 9 月 20 日与货币监理署签订了同意令。美国合众银行表示，已将监管问题纳入交易过程的各个方面。该公司表示，预计将纠正适用于三菱日联银行的问题，该命令不会限制美国合众银行运营和发展业务的能力。</blockquote></p><p> U.S. Bank said it commits to retaining all MUFG Union Bank’s front-line branch employees.</p><p><blockquote>美国银行表示，它承诺保留三菱日联银行所有一线分行员工。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.wsj.com/articles/u-s-bancorp-to-buy-mufg-union-bank-for-about-8-billion-11632222366?mod=markets_lead_pos3\">The Wall Street Journal</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"USB":"美国合众银行"},"source_url":"https://www.wsj.com/articles/u-s-bancorp-to-buy-mufg-union-bank-for-about-8-billion-11632222366?mod=markets_lead_pos3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117531416","content_text":"Deal boosts U.S. Bank’s presence in California and other parts of the West Coast.\n\nU.S. BancorpUSB-2.33%has agreed to buy MUFG Union Bank’s core regional banking franchise fromMitsubishi UFJ Financial GroupMUFG-2.23%for about $8 billion in cash and stock, a deal that would boost U.S. Bank’s presence in California and other parts of the West Coast.\nThe purchase price includes $5.5 billion in cash and about 44 million shares of U.S. Bancorp common stock, the companies said Tuesday. MUFG will hold a minority stake of about 2.9% in U.S. Bancorp after the transaction is expected to close in the first half of 2022, they added.\nThe companies said they would have a combined presence in California, Washington and Oregon. Through the deal, U.S. Bank will gain more than a million consumer customers and about 190,000 small-business customers on the West Coast, in addition to about $58 billion in loans and $90 billion in deposits based on MUFG Union Bank’s June 30 balance sheet.\nU.S. Bancorp, which is the parent of U.S. Bank National Association, said it expects the transaction to add about 6% to per-share earnings in 2023. The deal has an estimated internal rate of return of more than 20%, it said.\nThe company expects about $900 million in pretax cost savings equal to 40% of estimated non-interest expenses through a combination of real-estate consolidation, technology and systems conversion and other back-office efficiencies. U.S. Bancorp said it expects to book $1.2 billion in merger charges.\nMUFG Union Bank on Sept. 20 entered into a consent order with the Office of the Comptroller of the Currency, the companies said. U.S. Bancorp said it has incorporated regulatory concerns into all aspects of the deal process. It said it expects to remediate issues applicable to MUFG Union Bank, and that the order won’t restrict U.S. Bancorp’s ability to operate and grow its business.\nU.S. Bank said it commits to retaining all MUFG Union Bank’s front-line branch employees.","news_type":1,"symbols_score_info":{"USB":0.9}},"isVote":1,"tweetType":1,"viewCount":807,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":605458522,"gmtCreate":1639229118887,"gmtModify":1639229119266,"author":{"id":"4088114426953000","authorId":"4088114426953000","name":"小金钱袋","avatar":"https://static.tigerbbs.com/fcfe810767ab9edba4fd3048d353a712","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088114426953000","authorIdStr":"4088114426953000"},"themes":[],"title":"","htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/605458522","repostId":"2190675480","repostType":4,"isVote":1,"tweetType":1,"viewCount":1191,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":879454136,"gmtCreate":1636767129708,"gmtModify":1636767129847,"author":{"id":"4088114426953000","authorId":"4088114426953000","name":"小金钱袋","avatar":"https://static.tigerbbs.com/fcfe810767ab9edba4fd3048d353a712","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088114426953000","authorIdStr":"4088114426953000"},"themes":[],"title":"","htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/879454136","repostId":"2183501235","repostType":4,"isVote":1,"tweetType":1,"viewCount":746,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}