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2021-09-12

Hi

@至简量化:A股每日量化--市场是最好的老师

2021-09-03

Hi

@whitemeow:$AMC Entertainment(AMC)$ should I wait till tomorrow then buy to average down?

2021-08-30

Hi

@爱上趋势股:收复失地，收益濒临新高！（8/23）

2021-08-13

Hi

抱歉，原内容已删除

2021-08-13

Hi uwu

Global ETF Assets Hit $9 Trillion

2021-08-13

Hi

抱歉，原内容已删除

2021-08-04

Nice

NIO: Growth Is Set To Accelerate

2021-08-04

Hgb

抱歉，原内容已删除

2021-08-04

Poggu

抱歉，原内容已删除

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晃晃悠悠的，现在濒临新高了： 蓝色为同时期上证指数走势 然后就是<a href=\"https://laohu8.com/S/U\">$Unity Software Inc.(U)$</a> 走出了预期的反弹，目前就看能不能新高了，如果成的话，趋势就又打开了。 就这样，远离那些风险较大的中概股，不左侧交易，主做趋势股，没什么大问题。","listText":"趋势精选组合又牛叉了，指数跌的时候，少跌；指数反弹的时候大涨。 晃晃悠悠的，现在濒临新高了： 蓝色为同时期上证指数走势 然后就是<a href=\"https://laohu8.com/S/U\">$Unity Software Inc.(U)$</a> 走出了预期的反弹，目前就看能不能新高了，如果成的话，趋势就又打开了。 就这样，远离那些风险较大的中概股，不左侧交易，主做趋势股，没什么大问题。","text":"趋势精选组合又牛叉了，指数跌的时候，少跌；指数反弹的时候大涨。 晃晃悠悠的，现在濒临新高了： 蓝色为同时期上证指数走势 然后就是$Unity Software Inc.(U)$ 走出了预期的反弹，目前就看能不能新高了，如果成的话，趋势就又打开了。 就这样，远离那些风险较大的中概股，不左侧交易，主做趋势股，没什么大问题。","images":[{"img":"https://static.tigerbbs.com/a574fc9f7e6884cdd2b086ed80f02475","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/81841c31aabc0cb98a16a3d0599ffdbd","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/73b3389312f6ca8c664aae2f99e06f47","width":"-1","height":"-1"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/835884368","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":644,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":894237136,"gmtCreate":1628828119025,"gmtModify":1631888738631,"author":{"id":"4090707232019850","authorId":"4090707232019850","name":"xnegate","avatar":"https://static.tigerbbs.com/7549d1578f4d67f05cd97a41e6bfb844","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090707232019850","authorIdStr":"4090707232019850"},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/894237136","repostId":"1127554137","repostType":4,"isVote":1,"tweetType":1,"viewCount":816,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":894234212,"gmtCreate":1628828085236,"gmtModify":1631888738645,"author":{"id":"4090707232019850","authorId":"4090707232019850","name":"xnegate","avatar":"https://static.tigerbbs.com/7549d1578f4d67f05cd97a41e6bfb844","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090707232019850","authorIdStr":"4090707232019850"},"themes":[],"htmlText":"Hi uwu","listText":"Hi uwu","text":"Hi uwu","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/894234212","repostId":"1159917110","repostType":4,"repost":{"id":"1159917110","kind":"news","pubTimestamp":1628825559,"share":"https://www.laohu8.com/m/news/1159917110?lang=&edition=full","pubTime":"2021-08-13 11:32","market":"us","language":"en","title":"Global ETF Assets Hit $9 Trillion","url":"https://stock-news.laohu8.com/highlight/detail?id=1159917110","media":"The Wall Street Journal","summary":"Investors poured $705 billion into exchange-traded funds through the first seven months of the year, pushing 2021’s world-wide tally to a record $9.1 trillion, according to data from Morningstar Inc.Net flows so far this year have nearly eclipsed the $736.5 billion investors had moved into ETFs globally in all of 2020. Most of the cash has gone into cheap, index-tracking funds, with large-cap and short-term bond ETFs, as well as products offering inflation protection, attracting significant inve","content":"<p><i>Net flows so far this year have nearly eclipsed the $736.5 billion investors had moved into ETFs globally in all of 2020.</i></p>\n<p>Investors poured $705 billion into exchange-traded funds through the first seven months of the year, pushing 2021’s world-wide tally to a record $9.1 trillion, according to data from Morningstar Inc.</p>\n<p>Net flows so far this year have nearly eclipsed the $736.5 billion investors had moved into ETFs globally in all of 2020. Most of the cash has gone into cheap, index-tracking funds, with large-cap and short-term bond ETFs, as well as products offering inflation protection, attracting significant investor interest, according to the data.</p>\n<p><img src=\"https://static.tigerbbs.com/410f9d2305d06d2c68e0d7c714f34841\" tg-width=\"483\" tg-height=\"656\" width=\"100%\" height=\"auto\"></p>\n<p>U.S. ETFs accounted for a record $519 billion of the total, sending assets in U.S. funds to about $6.6 trillion. ETFs now hold more money than index-tracking mutual funds, which had about $8.8 trillion in assets as of June, though mutual funds overall still command more money, with about $40.7 trillion in assets.</p>\n<p>ETFs are baskets of securities that are as easy to trade as a stock. They lack the investment minimums found in many mutual funds, are generally more tax efficient and carry lower fees. The success of ETFs was far from guaranteed after the first one launched in 1993. But enthusiasm for low-cost investments has led to an explosion in ETF assets over the past 10 years.</p>\n<p>“ETFs are probably the greatest success story in financial services over the last two decades,” said Anaelle Ubaldino, head of ETF research and investment advisory at data firm TrackInsight, which also tracked ETFs crossing the $9 trillion mark last month.</p>\n<p>Vanguard Group has been the biggest draw this year, with its ETFs pulling in nearly $224 billion through the first seven months of 2021. That is 45% more than all the money attracted so far in 2021 by&nbsp;<a href=\"https://laohu8.com/S/BLK\">BlackRock</a>,&nbsp;the world’s No. 1 ETF manager by assets.</p>\n<p><img src=\"https://static.tigerbbs.com/d38df5be26f49e34b5860d86719b885d\" tg-width=\"483\" tg-height=\"769\" width=\"100%\" height=\"auto\"></p>\n<p>Two broad, inexpensive stock-market funds run by Vanguard garnered the most interest from investors. Vanguard’s 500 Index Fund and Total Stock Market Index Fund pulled in $32.3 billion and $23.4 billion so far this year. Of the top 10 funds by inflows in 2021, Vanguard managed six, while BlackRock’s iShares ETF unit oversaw the other four.</p>\n<p>Since asset managers got regulatory&nbsp;approval in 2019 to run stock-picking ETFs that also shield their daily holdings, Fidelity Investments,&nbsp;<a href=\"https://laohu8.com/S/TROW\">T. Rowe Price</a>,&nbsp;Putnam Investments and others&nbsp;have launched actively managed funds. These are similar to some of their mutual-fund strategies, yet more accessible and usually cheaper for individual investors. Others such as Guinness Atkinson Funds and Dimensional Fund Advisors have opted to convert some mutual funds into ETFs.</p>\n<p>JPMorgan Chase &amp; Co. has launched some actively managed ETFs, including its Equity Premium Income fund last year, which has pulled in $2.4 billion from investors so far in 2021. The banking giant said Wednesday that it plans to convert four active mutual funds managing some $10 billion in assets into ETFs in 2022 pending approval from their boards.</p>\n<p>Active ETFs still represent a small but growing segment of the overall ETF market. Nonindexed ETFs, including those that actively pick stocks, carried $358 billion in assets as of July, about 4% of the overall ETF market, according to Morningstar’s data. That was up from $193 billion a year ago.</p>\n<p>ETFs come with some risks, however. Narrow, thematic funds can&nbsp;concentrate billions of dollars in assets in a small roster of companies, making them potentially susceptible to a liquidity crunch in volatile markets, some analysts say. ETFs that track indexes, meanwhile, have the potential to fall out of step with benchmarks, which is known as tracking error.</p>\n<p><img src=\"https://static.tigerbbs.com/7685b345aab8aeb01f2056972dc2bccf\" tg-width=\"392\" tg-height=\"758\" width=\"100%\" height=\"auto\"></p>\n<p>With stocks hitting records, some expect more growth ahead. In the U.S. alone, Matt Bartolini, head of SPDR Americas Research at State Street Global Advisors, predicts inflows for all of 2021 could reach nearly $800 billion—more than what has flowed into U.S. mutual funds in the past nine years combined.</p>\n<p>“With such dazzling flow totals in a short period of time, it begs the question of how high flows could get in 2021,” said Mr. Bartolini. “Particularly if ETFs can make it into the four commas club.”</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>Global ETF Assets Hit $9 Trillion</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGlobal ETF Assets Hit $9 Trillion\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-13 11:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wsj.com/articles/global-etf-assets-hit-9-trillion-11628769548?mod=markets_lead_pos6><strong>The Wall Street Journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Net flows so far this year have nearly eclipsed the $736.5 billion investors had moved into ETFs globally in all of 2020.\nInvestors poured $705 billion into exchange-traded funds through the first ...</p>\n\n<a href=\"https://www.wsj.com/articles/global-etf-assets-hit-9-trillion-11628769548?mod=markets_lead_pos6\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TROW":"普信集团","FIGB":"Fidelity Investment Grade Bond ETF","BLK":"贝莱德"},"source_url":"https://www.wsj.com/articles/global-etf-assets-hit-9-trillion-11628769548?mod=markets_lead_pos6","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159917110","content_text":"Net flows so far this year have nearly eclipsed the $736.5 billion investors had moved into ETFs globally in all of 2020.\nInvestors poured $705 billion into exchange-traded funds through the first seven months of the year, pushing 2021’s world-wide tally to a record $9.1 trillion, according to data from Morningstar Inc.\nNet flows so far this year have nearly eclipsed the $736.5 billion investors had moved into ETFs globally in all of 2020. Most of the cash has gone into cheap, index-tracking funds, with large-cap and short-term bond ETFs, as well as products offering inflation protection, attracting significant investor interest, according to the data.\n\nU.S. ETFs accounted for a record $519 billion of the total, sending assets in U.S. funds to about $6.6 trillion. ETFs now hold more money than index-tracking mutual funds, which had about $8.8 trillion in assets as of June, though mutual funds overall still command more money, with about $40.7 trillion in assets.\nETFs are baskets of securities that are as easy to trade as a stock. They lack the investment minimums found in many mutual funds, are generally more tax efficient and carry lower fees. The success of ETFs was far from guaranteed after the first one launched in 1993. But enthusiasm for low-cost investments has led to an explosion in ETF assets over the past 10 years.\n“ETFs are probably the greatest success story in financial services over the last two decades,” said Anaelle Ubaldino, head of ETF research and investment advisory at data firm TrackInsight, which also tracked ETFs crossing the $9 trillion mark last month.\nVanguard Group has been the biggest draw this year, with its ETFs pulling in nearly $224 billion through the first seven months of 2021. That is 45% more than all the money attracted so far in 2021 by BlackRock, the world’s No. 1 ETF manager by assets.\n\nTwo broad, inexpensive stock-market funds run by Vanguard garnered the most interest from investors. Vanguard’s 500 Index Fund and Total Stock Market Index Fund pulled in $32.3 billion and $23.4 billion so far this year. Of the top 10 funds by inflows in 2021, Vanguard managed six, while BlackRock’s iShares ETF unit oversaw the other four.\nSince asset managers got regulatory approval in 2019 to run stock-picking ETFs that also shield their daily holdings, Fidelity Investments, T. Rowe Price, Putnam Investments and others have launched actively managed funds. These are similar to some of their mutual-fund strategies, yet more accessible and usually cheaper for individual investors. Others such as Guinness Atkinson Funds and Dimensional Fund Advisors have opted to convert some mutual funds into ETFs.\nJPMorgan Chase & Co. has launched some actively managed ETFs, including its Equity Premium Income fund last year, which has pulled in $2.4 billion from investors so far in 2021. The banking giant said Wednesday that it plans to convert four active mutual funds managing some $10 billion in assets into ETFs in 2022 pending approval from their boards.\nActive ETFs still represent a small but growing segment of the overall ETF market. Nonindexed ETFs, including those that actively pick stocks, carried $358 billion in assets as of July, about 4% of the overall ETF market, according to Morningstar’s data. That was up from $193 billion a year ago.\nETFs come with some risks, however. Narrow, thematic funds can concentrate billions of dollars in assets in a small roster of companies, making them potentially susceptible to a liquidity crunch in volatile markets, some analysts say. ETFs that track indexes, meanwhile, have the potential to fall out of step with benchmarks, which is known as tracking error.\n\nWith stocks hitting records, some expect more growth ahead. In the U.S. alone, Matt Bartolini, head of SPDR Americas Research at State Street Global Advisors, predicts inflows for all of 2021 could reach nearly $800 billion—more than what has flowed into U.S. mutual funds in the past nine years combined.\n“With such dazzling flow totals in a short period of time, it begs the question of how high flows could get in 2021,” said Mr. Bartolini. “Particularly if ETFs can make it into the four commas club.”","news_type":1,"symbols_score_info":{"BLK":0.9,"FIGB":0.9,"TROW":0.9}},"isVote":1,"tweetType":1,"viewCount":867,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":894235227,"gmtCreate":1628827986869,"gmtModify":1631888738647,"author":{"id":"4090707232019850","authorId":"4090707232019850","name":"xnegate","avatar":"https://static.tigerbbs.com/7549d1578f4d67f05cd97a41e6bfb844","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090707232019850","authorIdStr":"4090707232019850"},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/894235227","repostId":"1191538365","repostType":4,"isVote":1,"tweetType":1,"viewCount":938,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807498543,"gmtCreate":1628047866782,"gmtModify":1631888738639,"author":{"id":"4090707232019850","authorId":"4090707232019850","name":"xnegate","avatar":"https://static.tigerbbs.com/7549d1578f4d67f05cd97a41e6bfb844","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090707232019850","authorIdStr":"4090707232019850"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/807498543","repostId":"1123278856","repostType":4,"repost":{"id":"1123278856","kind":"news","pubTimestamp":1628046173,"share":"https://www.laohu8.com/m/news/1123278856?lang=&edition=full","pubTime":"2021-08-04 11:02","market":"us","language":"en","title":"NIO: Growth Is Set To Accelerate","url":"https://stock-news.laohu8.com/highlight/detail?id=1123278856","media":"seekingalpha","summary":"Summary\n\nNIO’s delivery growth in July accelerated over the previous month.\nBecause of this strong s","content":"<p><b>Summary</b></p>\n<ul>\n <li>NIO’s delivery growth in July accelerated over the previous month.</li>\n <li>Because of this strong start to Q3, I am updating my FY 2021 delivery estimate.</li>\n <li>As the semiconductor supply shortage eases, NIO’s delivery growth should further accelerate.</li>\n <li>Based on valuation and estimated sales growth, NIO is a buy.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/241262452bbefb6f4187cbdc8ada9bef\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>SimonSkafar/iStock via Getty Images</span></p>\n<p>NIO (NIO) saw impressive delivery growth in July which indicates stronger than expected growth for the second half of the year… which should also see a normalization in production as the chip supply shortage eases. NIO is not cheap, but impressive delivery and sales growth justify a high sales multiplier factor.</p>\n<p><b>NIO's delivery growth may accelerate toward the end of the year</b></p>\n<p>For the month of July, NIO reported124.5% Y/Y delivery growth. The Chinese EV maker delivered 7,931 vehicles last month, the majority of which were NIO's five-seater smart electric SUV, the ES6. NIO delivered 3,669 ES6s (46% of total deliveries), 2,560 EC6s vehicles (32% of deliveries), which is NIO's five-seater electric coupe sport utility vehicle, and 1,702 ES8s (21% of deliveries), which is NIO's six or seven-seater smart electric SUV. NIO's ES6 is the best-selling EV SUV in the Chinese maker's product line-up and it has the highest delivery volume. If we break down the growth rate by model, then the ES6 saw 41% Y/Y delivery growth and the ES8 saw 84% Y/Y growth. In July 2020, NIO delivered just 3,533 ES8s and ES6s and deliveries of the EC6 coupe SUV commenced only in September 2020. NIO's 124.5% Y/Y growth rate reported for July, although impressive on its own, may underestimate NIO's total delivery growth for the second half of the year as production returns to normal and EC6 sales start to make a larger impact.</p>\n<p>NIO's ES6 and the EC6 deliveries saw a small delivery dip in July, which may be attributable to the chip supply shortage rather than slowing demand. However, the drop in deliveries for these two models was countered by an increase in ES8 deliveries. The net effect was that NIO delivered 152 fewer vehicles in July than it delivered in June. I expect ES6 and EC6 models to resume growth throughout Q3'21 and NIO, like other car brands, should benefit from an improving flow of semiconductors in the second half of the year.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4aac41720554953fda9f50597692affe\" tg-width=\"918\" tg-height=\"559\" width=\"100%\" height=\"auto\"><span>(Source: Author)</span></p>\n<table>\n <tbody>\n  <tr></tr>\n </tbody>\n</table>\n<p>Despite supply problems with semiconductors, NIO's growth accelerated in July. NIO's July delivery growth rate of 124.5% exceeded delivery growth in June, a month that saw 116.1% growth over last year. In July 2020, NIO's Y/Y delivery growth rate was 322.1% because the delivery volume was much lower in FY 2019, making for a very favorable Y/Y comparison.</p>\n<p>NIO's EV rivals, XPeng (XPEV) and Li Auto (LI), did better. XPeng delivered 8,040 vehicles in July 2021, showing&nbsp;228% Y/Y growth. Delivery growth was driven by XPeng's P7s, the Company's sports smart sedan, of which the Chinese EV maker sold 6,054 models. XPeng also sold 1,986 G3s, its compact SUV, which competes against NIO's range of sport utility vehicles. Li Auto also delivered record results with 8,589 Li ONEs delivered in July 2021. The delivery numbers showed&nbsp;251.3% Y/Y growth. The Li ONE is Li Auto's six-seater electric SUV and it competes for buyers against NIO's ES8. It was the first time for Li Auto to cross the milestone of 8,000 monthly deliveries.</p>\n<p>Based on the delivery reports, XPeng and Li Auto have stronger delivery growth rates and each EV maker sold more vehicles than NIO in July. NIO lagged its rivals in July deliveries, but its SUV-centric line-up products nevertheless impressive growth. Because of an expected return to normal production in the second half of the year, I expect NIO's growth to continue to accelerate in the remaining five months of the year. Ford said last week that it sees an&nbsp;improving semiconductor supply situation&nbsp;although chips will continue to be in short supply at least until the end of the year. I expect similar comments from NIO next week when earnings are due at which point management may give a new production/delivery guidance.</p>\n<p>NIO&nbsp;lowered its Q1'21 production forecast&nbsp;because of the semiconductor shortage to 19,500 models, which indicated 1,000 fewer vehicles to be delivered than called for in its earlier guidance of 20,000-20,500 vehicles. NIO ultimately ended up delivering 20,060 in Q1'21. NIO's Q2 saw deliveries of 21,896, so the Chinese EV maker did better in deliveries than its guidance suggested. Because of this, I expect that production can ramp up significantly in Q3 and Q4 as the chip supply shortage becomes less of a production choke point for NIO. I estimate that NIO will edge closer to the 100,000-delivery milestone this year with growth being driven predominantly by the EC6 and ES8. For Q3'21, I expect NIO to average more than 8,000 monthly deliveries, with the average of monthly deliveries growing to a little bit above 10,000 in Q4'21. Compared to my previous guidance, the FY 2021 delivery estimate reflects an additional 1,840 vehicles to be sold in the second half of 2021. So far, NIO delivered 49,887 models in 2021 (including July deliveries) which is equivalent to 50.4% of my full year delivery estimate.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5fb9b5de9002f17836d0c5fa3b3034f0\" tg-width=\"905\" tg-height=\"443\" width=\"100%\" height=\"auto\"><span>(Source: Author Projections)</span></p>\n<p><b>NIO's sales are expected to grow rapidly</b></p>\n<p>NIO is expected to have sales of $8.9B next year, twice as much as XPeng… which has the same P-S ratio than NIO. Li Auto has the cheapest sales growth as FY 2022 revenues are valued with a 5.2 sales multiplier factor. Looking at estimated 5-year revenue growth, Li Auto is expected to grow sales the fastest, in part because of its smaller size. However, NIO will still have very impressive revenue growth of 310% until 2025 (based on next year's sales). Because of NIO's&nbsp;BaaS&nbsp;revenue opportunity (which is better than XPeng's battery lease model), I would choose NIO over the other two Chinese EV makers... despite the lower total sales growth rate.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/58c5132b85c6e35c18744ec71c7b2e85\" tg-width=\"905\" tg-height=\"532\" width=\"100%\" height=\"auto\"><span>(Source: Author)</span></p>\n<p><b>Risks with NIO</b></p>\n<p>The chip supply shortage will be the factor that decides how quickly NIO can return to full production and how quickly deliveries will grow. The EV maker will likely give an update next week when it opens its books for the second quarter. The status update will likely include a modified production guidance for the rest of the year which should be positive if management expects the semiconductor situation to improve, which is what I would expect. What would change my opinion on NIO, and perhaps NIO's valuation, is a slowdown in delivery growth rates which I don't consider in my full year delivery estimate. Slower delivery and revenue growth are the two biggest risks for NIO and the stock.</p>\n<p><b>Final thoughts</b></p>\n<p>I expect NIO to return to a monthly production of at least 10,000 vehicles by Q4'21 as the chip supply situation eases in the next five months… that at least was the takeaway from Ford's Q2'21 earnings and NIO should similarly experience a better flow of semiconductors. This would clear a major production choke point, giving NIO room to ramp up production in 2021 and accelerate its growth.</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>NIO: Growth Is Set To Accelerate</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO: Growth Is Set To Accelerate\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-04 11:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4444428-nio-growth-is-set-to-accelerate><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nNIO’s delivery growth in July accelerated over the previous month.\nBecause of this strong start to Q3, I am updating my FY 2021 delivery estimate.\nAs the semiconductor supply shortage eases, ...</p>\n\n<a href=\"https://seekingalpha.com/article/4444428-nio-growth-is-set-to-accelerate\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4444428-nio-growth-is-set-to-accelerate","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123278856","content_text":"Summary\n\nNIO’s delivery growth in July accelerated over the previous month.\nBecause of this strong start to Q3, I am updating my FY 2021 delivery estimate.\nAs the semiconductor supply shortage eases, NIO’s delivery growth should further accelerate.\nBased on valuation and estimated sales growth, NIO is a buy.\n\nSimonSkafar/iStock via Getty Images\nNIO (NIO) saw impressive delivery growth in July which indicates stronger than expected growth for the second half of the year… which should also see a normalization in production as the chip supply shortage eases. NIO is not cheap, but impressive delivery and sales growth justify a high sales multiplier factor.\nNIO's delivery growth may accelerate toward the end of the year\nFor the month of July, NIO reported124.5% Y/Y delivery growth. The Chinese EV maker delivered 7,931 vehicles last month, the majority of which were NIO's five-seater smart electric SUV, the ES6. NIO delivered 3,669 ES6s (46% of total deliveries), 2,560 EC6s vehicles (32% of deliveries), which is NIO's five-seater electric coupe sport utility vehicle, and 1,702 ES8s (21% of deliveries), which is NIO's six or seven-seater smart electric SUV. NIO's ES6 is the best-selling EV SUV in the Chinese maker's product line-up and it has the highest delivery volume. If we break down the growth rate by model, then the ES6 saw 41% Y/Y delivery growth and the ES8 saw 84% Y/Y growth. In July 2020, NIO delivered just 3,533 ES8s and ES6s and deliveries of the EC6 coupe SUV commenced only in September 2020. NIO's 124.5% Y/Y growth rate reported for July, although impressive on its own, may underestimate NIO's total delivery growth for the second half of the year as production returns to normal and EC6 sales start to make a larger impact.\nNIO's ES6 and the EC6 deliveries saw a small delivery dip in July, which may be attributable to the chip supply shortage rather than slowing demand. However, the drop in deliveries for these two models was countered by an increase in ES8 deliveries. The net effect was that NIO delivered 152 fewer vehicles in July than it delivered in June. I expect ES6 and EC6 models to resume growth throughout Q3'21 and NIO, like other car brands, should benefit from an improving flow of semiconductors in the second half of the year.\n(Source: Author)\n\n\n\n\n\nDespite supply problems with semiconductors, NIO's growth accelerated in July. NIO's July delivery growth rate of 124.5% exceeded delivery growth in June, a month that saw 116.1% growth over last year. In July 2020, NIO's Y/Y delivery growth rate was 322.1% because the delivery volume was much lower in FY 2019, making for a very favorable Y/Y comparison.\nNIO's EV rivals, XPeng (XPEV) and Li Auto (LI), did better. XPeng delivered 8,040 vehicles in July 2021, showing 228% Y/Y growth. Delivery growth was driven by XPeng's P7s, the Company's sports smart sedan, of which the Chinese EV maker sold 6,054 models. XPeng also sold 1,986 G3s, its compact SUV, which competes against NIO's range of sport utility vehicles. Li Auto also delivered record results with 8,589 Li ONEs delivered in July 2021. The delivery numbers showed 251.3% Y/Y growth. The Li ONE is Li Auto's six-seater electric SUV and it competes for buyers against NIO's ES8. It was the first time for Li Auto to cross the milestone of 8,000 monthly deliveries.\nBased on the delivery reports, XPeng and Li Auto have stronger delivery growth rates and each EV maker sold more vehicles than NIO in July. NIO lagged its rivals in July deliveries, but its SUV-centric line-up products nevertheless impressive growth. Because of an expected return to normal production in the second half of the year, I expect NIO's growth to continue to accelerate in the remaining five months of the year. Ford said last week that it sees an improving semiconductor supply situation although chips will continue to be in short supply at least until the end of the year. I expect similar comments from NIO next week when earnings are due at which point management may give a new production/delivery guidance.\nNIO lowered its Q1'21 production forecast because of the semiconductor shortage to 19,500 models, which indicated 1,000 fewer vehicles to be delivered than called for in its earlier guidance of 20,000-20,500 vehicles. NIO ultimately ended up delivering 20,060 in Q1'21. NIO's Q2 saw deliveries of 21,896, so the Chinese EV maker did better in deliveries than its guidance suggested. Because of this, I expect that production can ramp up significantly in Q3 and Q4 as the chip supply shortage becomes less of a production choke point for NIO. I estimate that NIO will edge closer to the 100,000-delivery milestone this year with growth being driven predominantly by the EC6 and ES8. For Q3'21, I expect NIO to average more than 8,000 monthly deliveries, with the average of monthly deliveries growing to a little bit above 10,000 in Q4'21. Compared to my previous guidance, the FY 2021 delivery estimate reflects an additional 1,840 vehicles to be sold in the second half of 2021. So far, NIO delivered 49,887 models in 2021 (including July deliveries) which is equivalent to 50.4% of my full year delivery estimate.\n(Source: Author Projections)\nNIO's sales are expected to grow rapidly\nNIO is expected to have sales of $8.9B next year, twice as much as XPeng… which has the same P-S ratio than NIO. Li Auto has the cheapest sales growth as FY 2022 revenues are valued with a 5.2 sales multiplier factor. Looking at estimated 5-year revenue growth, Li Auto is expected to grow sales the fastest, in part because of its smaller size. However, NIO will still have very impressive revenue growth of 310% until 2025 (based on next year's sales). Because of NIO's BaaS revenue opportunity (which is better than XPeng's battery lease model), I would choose NIO over the other two Chinese EV makers... despite the lower total sales growth rate.\n(Source: Author)\nRisks with NIO\nThe chip supply shortage will be the factor that decides how quickly NIO can return to full production and how quickly deliveries will grow. The EV maker will likely give an update next week when it opens its books for the second quarter. The status update will likely include a modified production guidance for the rest of the year which should be positive if management expects the semiconductor situation to improve, which is what I would expect. What would change my opinion on NIO, and perhaps NIO's valuation, is a slowdown in delivery growth rates which I don't consider in my full year delivery estimate. Slower delivery and revenue growth are the two biggest risks for NIO and the stock.\nFinal thoughts\nI expect NIO to return to a monthly production of at least 10,000 vehicles by Q4'21 as the chip supply situation eases in the next five months… that at least was the takeaway from Ford's Q2'21 earnings and NIO should similarly experience a better flow of semiconductors. This would clear a major production choke point, giving NIO room to ramp up production in 2021 and accelerate its growth.","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":898,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807407595,"gmtCreate":1628047536817,"gmtModify":1631888738633,"author":{"id":"4090707232019850","authorId":"4090707232019850","name":"xnegate","avatar":"https://static.tigerbbs.com/7549d1578f4d67f05cd97a41e6bfb844","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090707232019850","authorIdStr":"4090707232019850"},"themes":[],"htmlText":"Hgb","listText":"Hgb","text":"Hgb","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/807407595","repostId":"1199734577","repostType":4,"isVote":1,"tweetType":1,"viewCount":1736,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807404384,"gmtCreate":1628047461148,"gmtModify":1631888738637,"author":{"id":"4090707232019850","authorId":"4090707232019850","name":"xnegate","avatar":"https://static.tigerbbs.com/7549d1578f4d67f05cd97a41e6bfb844","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090707232019850","authorIdStr":"4090707232019850"},"themes":[],"htmlText":"Poggu","listText":"Poggu","text":"Poggu","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/807404384","repostId":"1122614377","repostType":4,"isVote":1,"tweetType":1,"viewCount":437,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":807407595,"gmtCreate":1628047536817,"gmtModify":1631888738633,"author":{"id":"4090707232019850","authorId":"4090707232019850","name":"xnegate","avatar":"https://static.tigerbbs.com/7549d1578f4d67f05cd97a41e6bfb844","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090707232019850","authorIdStr":"4090707232019850"},"themes":[],"htmlText":"Hgb","listText":"Hgb","text":"Hgb","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/807407595","repostId":"1199734577","repostType":4,"isVote":1,"tweetType":1,"viewCount":1736,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":894237136,"gmtCreate":1628828119025,"gmtModify":1631888738631,"author":{"id":"4090707232019850","authorId":"4090707232019850","name":"xnegate","avatar":"https://static.tigerbbs.com/7549d1578f4d67f05cd97a41e6bfb844","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090707232019850","authorIdStr":"4090707232019850"},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/894237136","repostId":"1127554137","repostType":4,"isVote":1,"tweetType":1,"viewCount":816,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":894234212,"gmtCreate":1628828085236,"gmtModify":1631888738645,"author":{"id":"4090707232019850","authorId":"4090707232019850","name":"xnegate","avatar":"https://static.tigerbbs.com/7549d1578f4d67f05cd97a41e6bfb844","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090707232019850","authorIdStr":"4090707232019850"},"themes":[],"htmlText":"Hi uwu","listText":"Hi uwu","text":"Hi uwu","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/894234212","repostId":"1159917110","repostType":4,"repost":{"id":"1159917110","kind":"news","pubTimestamp":1628825559,"share":"https://www.laohu8.com/m/news/1159917110?lang=&edition=full","pubTime":"2021-08-13 11:32","market":"us","language":"en","title":"Global ETF Assets Hit $9 Trillion","url":"https://stock-news.laohu8.com/highlight/detail?id=1159917110","media":"The Wall Street Journal","summary":"Investors poured $705 billion into exchange-traded funds through the first seven months of the year, pushing 2021’s world-wide tally to a record $9.1 trillion, according to data from Morningstar Inc.Net flows so far this year have nearly eclipsed the $736.5 billion investors had moved into ETFs globally in all of 2020. Most of the cash has gone into cheap, index-tracking funds, with large-cap and short-term bond ETFs, as well as products offering inflation protection, attracting significant inve","content":"<p><i>Net flows so far this year have nearly eclipsed the $736.5 billion investors had moved into ETFs globally in all of 2020.</i></p>\n<p>Investors poured $705 billion into exchange-traded funds through the first seven months of the year, pushing 2021’s world-wide tally to a record $9.1 trillion, according to data from Morningstar Inc.</p>\n<p>Net flows so far this year have nearly eclipsed the $736.5 billion investors had moved into ETFs globally in all of 2020. Most of the cash has gone into cheap, index-tracking funds, with large-cap and short-term bond ETFs, as well as products offering inflation protection, attracting significant investor interest, according to the data.</p>\n<p><img src=\"https://static.tigerbbs.com/410f9d2305d06d2c68e0d7c714f34841\" tg-width=\"483\" tg-height=\"656\" width=\"100%\" height=\"auto\"></p>\n<p>U.S. ETFs accounted for a record $519 billion of the total, sending assets in U.S. funds to about $6.6 trillion. ETFs now hold more money than index-tracking mutual funds, which had about $8.8 trillion in assets as of June, though mutual funds overall still command more money, with about $40.7 trillion in assets.</p>\n<p>ETFs are baskets of securities that are as easy to trade as a stock. They lack the investment minimums found in many mutual funds, are generally more tax efficient and carry lower fees. The success of ETFs was far from guaranteed after the first one launched in 1993. But enthusiasm for low-cost investments has led to an explosion in ETF assets over the past 10 years.</p>\n<p>“ETFs are probably the greatest success story in financial services over the last two decades,” said Anaelle Ubaldino, head of ETF research and investment advisory at data firm TrackInsight, which also tracked ETFs crossing the $9 trillion mark last month.</p>\n<p>Vanguard Group has been the biggest draw this year, with its ETFs pulling in nearly $224 billion through the first seven months of 2021. That is 45% more than all the money attracted so far in 2021 by&nbsp;<a href=\"https://laohu8.com/S/BLK\">BlackRock</a>,&nbsp;the world’s No. 1 ETF manager by assets.</p>\n<p><img src=\"https://static.tigerbbs.com/d38df5be26f49e34b5860d86719b885d\" tg-width=\"483\" tg-height=\"769\" width=\"100%\" height=\"auto\"></p>\n<p>Two broad, inexpensive stock-market funds run by Vanguard garnered the most interest from investors. Vanguard’s 500 Index Fund and Total Stock Market Index Fund pulled in $32.3 billion and $23.4 billion so far this year. Of the top 10 funds by inflows in 2021, Vanguard managed six, while BlackRock’s iShares ETF unit oversaw the other four.</p>\n<p>Since asset managers got regulatory&nbsp;approval in 2019 to run stock-picking ETFs that also shield their daily holdings, Fidelity Investments,&nbsp;<a href=\"https://laohu8.com/S/TROW\">T. Rowe Price</a>,&nbsp;Putnam Investments and others&nbsp;have launched actively managed funds. These are similar to some of their mutual-fund strategies, yet more accessible and usually cheaper for individual investors. Others such as Guinness Atkinson Funds and Dimensional Fund Advisors have opted to convert some mutual funds into ETFs.</p>\n<p>JPMorgan Chase &amp; Co. has launched some actively managed ETFs, including its Equity Premium Income fund last year, which has pulled in $2.4 billion from investors so far in 2021. The banking giant said Wednesday that it plans to convert four active mutual funds managing some $10 billion in assets into ETFs in 2022 pending approval from their boards.</p>\n<p>Active ETFs still represent a small but growing segment of the overall ETF market. Nonindexed ETFs, including those that actively pick stocks, carried $358 billion in assets as of July, about 4% of the overall ETF market, according to Morningstar’s data. That was up from $193 billion a year ago.</p>\n<p>ETFs come with some risks, however. Narrow, thematic funds can&nbsp;concentrate billions of dollars in assets in a small roster of companies, making them potentially susceptible to a liquidity crunch in volatile markets, some analysts say. ETFs that track indexes, meanwhile, have the potential to fall out of step with benchmarks, which is known as tracking error.</p>\n<p><img src=\"https://static.tigerbbs.com/7685b345aab8aeb01f2056972dc2bccf\" tg-width=\"392\" tg-height=\"758\" width=\"100%\" height=\"auto\"></p>\n<p>With stocks hitting records, some expect more growth ahead. In the U.S. alone, Matt Bartolini, head of SPDR Americas Research at State Street Global Advisors, predicts inflows for all of 2021 could reach nearly $800 billion—more than what has flowed into U.S. mutual funds in the past nine years combined.</p>\n<p>“With such dazzling flow totals in a short period of time, it begs the question of how high flows could get in 2021,” said Mr. Bartolini. “Particularly if ETFs can make it into the four commas club.”</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>Global ETF Assets Hit $9 Trillion</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGlobal ETF Assets Hit $9 Trillion\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-13 11:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wsj.com/articles/global-etf-assets-hit-9-trillion-11628769548?mod=markets_lead_pos6><strong>The Wall Street Journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Net flows so far this year have nearly eclipsed the $736.5 billion investors had moved into ETFs globally in all of 2020.\nInvestors poured $705 billion into exchange-traded funds through the first ...</p>\n\n<a href=\"https://www.wsj.com/articles/global-etf-assets-hit-9-trillion-11628769548?mod=markets_lead_pos6\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TROW":"普信集团","FIGB":"Fidelity Investment Grade Bond ETF","BLK":"贝莱德"},"source_url":"https://www.wsj.com/articles/global-etf-assets-hit-9-trillion-11628769548?mod=markets_lead_pos6","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159917110","content_text":"Net flows so far this year have nearly eclipsed the $736.5 billion investors had moved into ETFs globally in all of 2020.\nInvestors poured $705 billion into exchange-traded funds through the first seven months of the year, pushing 2021’s world-wide tally to a record $9.1 trillion, according to data from Morningstar Inc.\nNet flows so far this year have nearly eclipsed the $736.5 billion investors had moved into ETFs globally in all of 2020. Most of the cash has gone into cheap, index-tracking funds, with large-cap and short-term bond ETFs, as well as products offering inflation protection, attracting significant investor interest, according to the data.\n\nU.S. ETFs accounted for a record $519 billion of the total, sending assets in U.S. funds to about $6.6 trillion. ETFs now hold more money than index-tracking mutual funds, which had about $8.8 trillion in assets as of June, though mutual funds overall still command more money, with about $40.7 trillion in assets.\nETFs are baskets of securities that are as easy to trade as a stock. They lack the investment minimums found in many mutual funds, are generally more tax efficient and carry lower fees. The success of ETFs was far from guaranteed after the first one launched in 1993. But enthusiasm for low-cost investments has led to an explosion in ETF assets over the past 10 years.\n“ETFs are probably the greatest success story in financial services over the last two decades,” said Anaelle Ubaldino, head of ETF research and investment advisory at data firm TrackInsight, which also tracked ETFs crossing the $9 trillion mark last month.\nVanguard Group has been the biggest draw this year, with its ETFs pulling in nearly $224 billion through the first seven months of 2021. That is 45% more than all the money attracted so far in 2021 by BlackRock, the world’s No. 1 ETF manager by assets.\n\nTwo broad, inexpensive stock-market funds run by Vanguard garnered the most interest from investors. Vanguard’s 500 Index Fund and Total Stock Market Index Fund pulled in $32.3 billion and $23.4 billion so far this year. Of the top 10 funds by inflows in 2021, Vanguard managed six, while BlackRock’s iShares ETF unit oversaw the other four.\nSince asset managers got regulatory approval in 2019 to run stock-picking ETFs that also shield their daily holdings, Fidelity Investments, T. Rowe Price, Putnam Investments and others have launched actively managed funds. These are similar to some of their mutual-fund strategies, yet more accessible and usually cheaper for individual investors. Others such as Guinness Atkinson Funds and Dimensional Fund Advisors have opted to convert some mutual funds into ETFs.\nJPMorgan Chase & Co. has launched some actively managed ETFs, including its Equity Premium Income fund last year, which has pulled in $2.4 billion from investors so far in 2021. The banking giant said Wednesday that it plans to convert four active mutual funds managing some $10 billion in assets into ETFs in 2022 pending approval from their boards.\nActive ETFs still represent a small but growing segment of the overall ETF market. Nonindexed ETFs, including those that actively pick stocks, carried $358 billion in assets as of July, about 4% of the overall ETF market, according to Morningstar’s data. That was up from $193 billion a year ago.\nETFs come with some risks, however. Narrow, thematic funds can concentrate billions of dollars in assets in a small roster of companies, making them potentially susceptible to a liquidity crunch in volatile markets, some analysts say. ETFs that track indexes, meanwhile, have the potential to fall out of step with benchmarks, which is known as tracking error.\n\nWith stocks hitting records, some expect more growth ahead. In the U.S. alone, Matt Bartolini, head of SPDR Americas Research at State Street Global Advisors, predicts inflows for all of 2021 could reach nearly $800 billion—more than what has flowed into U.S. mutual funds in the past nine years combined.\n“With such dazzling flow totals in a short period of time, it begs the question of how high flows could get in 2021,” said Mr. Bartolini. “Particularly if ETFs can make it into the four commas club.”","news_type":1,"symbols_score_info":{"BLK":0.9,"FIGB":0.9,"TROW":0.9}},"isVote":1,"tweetType":1,"viewCount":867,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":888342450,"gmtCreate":1631445920470,"gmtModify":1631888738655,"author":{"id":"4090707232019850","authorId":"4090707232019850","name":"xnegate","avatar":"https://static.tigerbbs.com/7549d1578f4d67f05cd97a41e6bfb844","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090707232019850","authorIdStr":"4090707232019850"},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/888342450","repostId":"881007335","repostType":1,"repost":{"id":881007335,"gmtCreate":1631279459027,"gmtModify":1747206643217,"author":{"id":"3557224745692662","authorId":"3557224745692662","name":"至简量化","avatar":"https://static.tigerbbs.com/f0c1a2d371c05daf7eafaa99003bcaa4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557224745692662","authorIdStr":"3557224745692662"},"themes":[],"title":"A股每日量化--市场是最好的老师","htmlText":"1.整体情况今天市场开盘就在金融大蓝筹的带动下冲破3700点，随后杀了个回马枪，恐慌情绪还没来得及发酵，市场又再次拉升，最终收盘在3700点以上，其他各大指数也全部翻红。今天是教师节，有人说市场是最好的老师，那我想投诉这位老师的教学方式过于粗暴，喜欢来回抽人耳光。到收盘上证指数涨0.27%，深证成指涨0.50%，创业板指涨0.31%。上证50涨1.50%、沪深300涨0.88%、中证500跌0.13%，科创50涨1.76%，各大指数全线上涨，个股却跌多涨少。其中，涨停69家，跌停只有3家，市场分化严重。两市成交额1.5万亿以上,继续维持高位。2.涨跌数据分析本日沪深300成分股一年来价格创新高7个，创新低1个，新高新低差6；中证500成分股一年来价格新高29个，新低2个，新高新低差27；创业板一年创新高2个，创新低1个，新高新低差1。三个指数与新高新低数步调基本一致，没有明显的背离。指数与新高新低线本日沪深300成分股上涨170个，下跌125个；中证500成分股上涨172个，下跌312个；创业板上涨50个，下跌50个。三个指数与新高新低数步调基本一致，没有明显的背离。指数与腾落线3.流动性分析Shibor 1M较昨日上升0.1个BP，shibor 1M重新向布林带中线靠拢，同时shibor 1M 5日EMA均线上升，根据我们择时量化模型，流动性有收紧趋势，注意控制仓位。今天卖掉了根据这个指标买入的创业板50ETF。2021年Shibor 1M与沪深300走势2021年Shibor 1M与boll通道（红色为当日数据，蓝色为通道上边界）4.北上资金情况今日北上资金净流入36亿以上，态度没有变化，非常积极。每日北上资金流入情况5.行业热度分析今日市场还是呈现轮动特征，昨日强势的煤炭、电力、钢铁等领跌；而此前调整的芯片、光伏、食品等展开反攻。从行业热度看，最热的还是有色金属和电气","listText":"1.整体情况今天市场开盘就在金融大蓝筹的带动下冲破3700点，随后杀了个回马枪，恐慌情绪还没来得及发酵，市场又再次拉升，最终收盘在3700点以上，其他各大指数也全部翻红。今天是教师节，有人说市场是最好的老师，那我想投诉这位老师的教学方式过于粗暴，喜欢来回抽人耳光。到收盘上证指数涨0.27%，深证成指涨0.50%，创业板指涨0.31%。上证50涨1.50%、沪深300涨0.88%、中证500跌0.13%，科创50涨1.76%，各大指数全线上涨，个股却跌多涨少。其中，涨停69家，跌停只有3家，市场分化严重。两市成交额1.5万亿以上,继续维持高位。2.涨跌数据分析本日沪深300成分股一年来价格创新高7个，创新低1个，新高新低差6；中证500成分股一年来价格新高29个，新低2个，新高新低差27；创业板一年创新高2个，创新低1个，新高新低差1。三个指数与新高新低数步调基本一致，没有明显的背离。指数与新高新低线本日沪深300成分股上涨170个，下跌125个；中证500成分股上涨172个，下跌312个；创业板上涨50个，下跌50个。三个指数与新高新低数步调基本一致，没有明显的背离。指数与腾落线3.流动性分析Shibor 1M较昨日上升0.1个BP，shibor 1M重新向布林带中线靠拢，同时shibor 1M 5日EMA均线上升，根据我们择时量化模型，流动性有收紧趋势，注意控制仓位。今天卖掉了根据这个指标买入的创业板50ETF。2021年Shibor 1M与沪深300走势2021年Shibor 1M与boll通道（红色为当日数据，蓝色为通道上边界）4.北上资金情况今日北上资金净流入36亿以上，态度没有变化，非常积极。每日北上资金流入情况5.行业热度分析今日市场还是呈现轮动特征，昨日强势的煤炭、电力、钢铁等领跌；而此前调整的芯片、光伏、食品等展开反攻。从行业热度看，最热的还是有色金属和电气","text":"1.整体情况今天市场开盘就在金融大蓝筹的带动下冲破3700点，随后杀了个回马枪，恐慌情绪还没来得及发酵，市场又再次拉升，最终收盘在3700点以上，其他各大指数也全部翻红。今天是教师节，有人说市场是最好的老师，那我想投诉这位老师的教学方式过于粗暴，喜欢来回抽人耳光。到收盘上证指数涨0.27%，深证成指涨0.50%，创业板指涨0.31%。上证50涨1.50%、沪深300涨0.88%、中证500跌0.13%，科创50涨1.76%，各大指数全线上涨，个股却跌多涨少。其中，涨停69家，跌停只有3家，市场分化严重。两市成交额1.5万亿以上,继续维持高位。2.涨跌数据分析本日沪深300成分股一年来价格创新高7个，创新低1个，新高新低差6；中证500成分股一年来价格新高29个，新低2个，新高新低差27；创业板一年创新高2个，创新低1个，新高新低差1。三个指数与新高新低数步调基本一致，没有明显的背离。指数与新高新低线本日沪深300成分股上涨170个，下跌125个；中证500成分股上涨172个，下跌312个；创业板上涨50个，下跌50个。三个指数与新高新低数步调基本一致，没有明显的背离。指数与腾落线3.流动性分析Shibor 1M较昨日上升0.1个BP，shibor 1M重新向布林带中线靠拢，同时shibor 1M 5日EMA均线上升，根据我们择时量化模型，流动性有收紧趋势，注意控制仓位。今天卖掉了根据这个指标买入的创业板50ETF。2021年Shibor 1M与沪深300走势2021年Shibor 1M与boll通道（红色为当日数据，蓝色为通道上边界）4.北上资金情况今日北上资金净流入36亿以上，态度没有变化，非常积极。每日北上资金流入情况5.行业热度分析今日市场还是呈现轮动特征，昨日强势的煤炭、电力、钢铁等领跌；而此前调整的芯片、光伏、食品等展开反攻。从行业热度看，最热的还是有色金属和电气","images":[{"img":"https://static.tigerbbs.com/e8cd02f62c0863958bc49675b474b801","width":"553","height":"230"},{"img":"https://static.tigerbbs.com/1da8e6b6ef73a4851d9730f9d6d85d20","width":"553","height":"322"},{"img":"https://static.tigerbbs.com/f9800d314451600484f5d3f8ce9fc97b","width":"688","height":"575"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/881007335","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1485,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807404384,"gmtCreate":1628047461148,"gmtModify":1631888738637,"author":{"id":"4090707232019850","authorId":"4090707232019850","name":"xnegate","avatar":"https://static.tigerbbs.com/7549d1578f4d67f05cd97a41e6bfb844","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090707232019850","authorIdStr":"4090707232019850"},"themes":[],"htmlText":"Poggu","listText":"Poggu","text":"Poggu","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/807404384","repostId":"1122614377","repostType":4,"repost":{"id":"1122614377","kind":"news","pubTimestamp":1628047303,"share":"https://www.laohu8.com/m/news/1122614377?lang=&edition=full","pubTime":"2021-08-04 11:21","market":"us","language":"en","title":"7 Dividend Growth Stocks For August 2021","url":"https://stock-news.laohu8.com/highlight/detail?id=1122614377","media":"TheStreet","summary":"These companies are delivering exceptional earnings and dividend growth, and their stocks are tradin","content":"<p>These companies are delivering exceptional earnings and dividend growth, and their stocks are trading at reasonable valuations.</p>\n<p>Last month I started a new series that will rank selections ofDividend Radarstocks and present the seven top-ranked stocks for consideration. Dividend Radar tracks stocks trading on U.S. exchanges with dividend increase streaks of at least five years.</p>\n<p>Each month, I’ll consider different screens to narrow down the more than 750 Dividend Radar stocks. Screens will focus on various aspects of dividend growth investing, such as dividend yield, dividend growth rate, and stock valuation.</p>\n<p>This month, I screened for stocks of companies that have delivered exceptional earnings growth over the last ten years. Additionally, I screened for stocks trading at reasonable valuations and required a 5-year yield on cost (YoC) of at least 3%.</p>\n<p><b>Screening and Ranking</b></p>\n<p>Earnings and earnings growth are the foundation of dividends and dividend growth. Companies could use debt to pay dividends, such as when earnings temporarily are insufficient to cover dividend payouts. Eventually, though, that debt will have to be repaid from earnings, which, presumably and hopefully, would be sufficient to pay off debt and pay the dividend.</p>\n<p>Portfolio Insight&nbsp;provides earnings and earnings growth data that we can monitor to get a sense of a company’s ability to continue paying and increasing dividends. For this month’s article, I considered Non-GAAP EPS compound annual growth rates [CAGRs] for different time frames. Here’s the specific screening formula:</p>\n<p><b>NG EPS 1Y ≥ 10% and NG EPS 3Y ≥ 10% and NG EPS 5Y ≥ 10% and NG EPS 10Y ≥ 10%</b></p>\n<p>Additionally, I screened for stocks trading at reasonable valuations. What I mean by “reasonable” is based on my quality/valuation matrix, which gives preferential treatment to higher quality stocks. Essentially, I’m willing to pay a small premium for the highest quality stocks and I demand a larger discount for lower-quality stocks:</p>\n<p><img src=\"https://static.tigerbbs.com/70d7af9e75bd202d2d9cabb79d04964c\" tg-width=\"1068\" tg-height=\"417\" width=\"100%\" height=\"auto\"></p>\n<p>I calculate&nbsp;<b>Buy Below</b>&nbsp;prices relative to my fair value [FV] estimates based on this quality/valuation matrix.</p>\n<p>Finally, I screened for stocks with a&nbsp;5-year yield on cost[YoC] above 3%. This metric combines the forward yield and 5-year dividend growth rate [DGR] to determine what your dividend would be relative to today’s stock price after five years of investment, assuming the DGR is maintained.</p>\n<p>Here is a summary of this month’s screens in general terms:</p>\n<ol>\n <li>Exceptional earnings for at least ten years</li>\n <li>Reasonable current valuation</li>\n <li>Reasonable future dividend income</li>\n</ol>\n<p>The latest&nbsp;Dividend Radar(dated July 30, 2021) contains 762 stocks.</p>\n<p>Applying the first (fairly stringent) screen reduces the list to only 87 candidates. (Of these, only 20 pass the second screen and only 11 also survive the third screen).</p>\n<p>I ranked the candidates by sorting their quality scores (determined via&nbsp;DVK Quality Snapshots) in descending order and used the following metrics, in turn, to break ties:</p>\n<ul>\n <li>Simply Safe Dividends' Dividend Safety Scores</li>\n <li><i>S&amp;P Credit Ratings</i></li>\n <li>Dividend Yield</li>\n</ul>\n<p>The tables below show the top seven stocks in rank-order.</p>\n<p><b>7 Top-Ranked Dividend Growth Stocks for August</b></p>\n<p>Here are top-ranked dividend growth stocks that pass this month’s screens:</p>\n<p><img src=\"https://static.tigerbbs.com/e74ac455b7df108e6e1de77ba837a01c\" tg-width=\"865\" tg-height=\"156\" width=\"100%\" height=\"auto\"></p>\n<p>I own the six highlighted stocks in my&nbsp;DivGro portfolio.</p>\n<p>Below, I provide a table with key metrics of interest to dividend growth investors, including the dividend increase streak (<b>Years</b>), the dividend&nbsp;<b>Yield</b>&nbsp;for a recent share&nbsp;<b>Price</b>, and the 5-year dividend growth rate (<b>5-Yr DGR</b>). The&nbsp;<i>Chowder Number</i>(<b>CDN</b>) and 5-year YoC (<b>5-Yr YoC</b>) are measures of a stock’s future total return and dividend income prospects, while the 5-year trailing total returns (<b>5-Yr TTR</b>) is a measure of the stock’s performance over the past five years.</p>\n<p>I also provide thefive quality indicatorsused in determining each stock's quality score (<b>Qual</b>), as well as my FV estimate (<b>Fair Value</b>) to help identify stocks that trade at favorable valuations. The discount/premium column (<b>–Disc/+Prem</b>) shows the discount or premium of a recent share price to my FV estimates. The last column shows my&nbsp;<b>Buy Below</b>&nbsp;price.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8f324d83432096c060b5f6c3d8160bb2\" tg-width=\"1240\" tg-height=\"357\" width=\"100%\" height=\"auto\"><span>Key metrics and fair value estimates of August’s Top 7 Dividend Growth Stocks (includes data sourced from Dividend Radar).</span></p>\n<p>I use a survey approach to derive my FV estimates. I collect FV estimates and price targets from several sources, including Morningstar and Finbox. I also&nbsp;estimate fair valueusing each stock’s five-year average dividend yield. With several estimates and targets available, I ignore the outliers (the lowest and highest values) and use the average of the median and mean of the remaining values as my FV estimate.</p>\n<p>Next, let's look at each stock in turn. All data and graphs are courtesy of&nbsp;Portfolio-Insight.com.</p>\n<p><b>The Home Depot, Inc (HD)</b></p>\n<p>Founded in 1978 and based in Atlanta, Georgia, HD is a home improvement retailer that sells an assortment of building materials, home improvement products, and lawn and garden products. HD provides installation, home maintenance, and professional service programs to do-it-yourself, do-it-for-me, and professional customers.</p>\n<p><img src=\"https://static.tigerbbs.com/6842eea771a305e92d0bb6d957bd57d2\" tg-width=\"1207\" tg-height=\"395\" width=\"100%\" height=\"auto\"></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c5f3ed296edb6ead77589b6d4b07cbe5\" tg-width=\"1240\" tg-height=\"547\" width=\"100%\" height=\"auto\"><span>HD non-GAAP EPS and dividends paid (TTM), with stock price overlay</span></p>\n<p><b>Lockheed Martin Corporation (LMT)</b></p>\n<p>Founded in 1909 and headquartered in Bethesda, Maryland, LMT is a global security and aerospace company engaged in the research, design, development, manufacture, integration and sustainment of advanced technology systems. LMT operates through four segments, Aeronautics, Missiles and Fire Control, Rotary and Mission Systems, and Space Systems.</p>\n<p><img src=\"https://static.tigerbbs.com/359b23f2763ac619280d013761595377\" tg-width=\"1211\" tg-height=\"400\" width=\"100%\" height=\"auto\"></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/47748a713424d38d792d7a3f143cd43e\" tg-width=\"1240\" tg-height=\"544\" width=\"100%\" height=\"auto\"><span>LMT non-GAAP EPS and dividends paid (TTM), with stock price overlay</span></p>\n<p><b>BlackRock, Inc. (BLK)</b></p>\n<p>BLK is an investment management company that provides a range of investment and risk management services to institutional and retail clients across the world. The company’s offerings include single and multi-asset class portfolios investing in equities, fixed income, alternatives and money market instruments. BLK was founded in 1988 and is based in New York City.</p>\n<p><img src=\"https://static.tigerbbs.com/3c563eda1121ff8577ac7143aa5dce6b\" tg-width=\"1211\" tg-height=\"397\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/35801c7a805cdb486138d656804ecff2\" tg-width=\"1240\" tg-height=\"547\" width=\"100%\" height=\"auto\"></p>\n<p><b>Lowe's Companies, Inc. (LOW)</b></p>\n<p>LOW is a home improvement retailer. The company offers a complete line of products for maintenance, repair, remodeling, and home decorating. It also offers installation services through independent contractors, as well as extended protection plans and repair services. LOW was founded in 1946 and is based in Mooresville, North Carolina.</p>\n<p><img src=\"https://static.tigerbbs.com/fac3795d1f098c20a7134b2ba6385f26\" tg-width=\"1214\" tg-height=\"401\" width=\"100%\" height=\"auto\"></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cf243f7d5e513612959d20eac51de310\" tg-width=\"1240\" tg-height=\"552\" width=\"100%\" height=\"auto\"><span>LOW non-GAAP EPS and dividends paid (TTM), with stock price overlay</span></p>\n<p><b>Northrop Grumman Corporation (NOC)</b></p>\n<p>Founded in 1939 and based in Falls Church, Virginia, NOC is a leading global security company with both government and commercial customers. NOC provides systems, products, and solutions in unmanned systems; cyber security; command, control, communications and computers intelligence; surveillance and reconnaissance; and logistics and modernization.</p>\n<p><img src=\"https://static.tigerbbs.com/8d3c9d83f1ce89ce88fbc4db0563e90c\" tg-width=\"1210\" tg-height=\"399\" width=\"100%\" height=\"auto\"></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ed575536c4cdb7b3eefe171a50640922\" tg-width=\"1240\" tg-height=\"546\" width=\"100%\" height=\"auto\"><span>NOC non-GAAP EPS and dividends paid (TTM), with stock price overlay</span></p>\n<p><b>The Allstate Corporation (ALL)</b></p>\n<p>Founded in 1931 and headquartered in Northbrook, Illinois, ALL is a holding company engaged in property-liability insurance and life insurance in the United States and Canada. The company sells insurance products covering automobiles, homes, and other properties under the Allstate, Esurance, and Encompass brand names. It also sells life insurance and voluntary accident and health insurance products.</p>\n<p><img src=\"https://static.tigerbbs.com/2d9e2dcf663b98cc621720a0351a3cf9\" tg-width=\"1212\" tg-height=\"398\" width=\"100%\" height=\"auto\"></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c8d93c9b392e2af4424e59a71fe1333c\" tg-width=\"1240\" tg-height=\"551\" width=\"100%\" height=\"auto\"><span>ALL non-GAAP EPS and dividends paid (TTM), with stock price overlay</span></p>\n<p><b>L3Harris Technologies, Inc. (LHX)</b></p>\n<p>LHX, an aerospace and defense technology company, provides mission-critical solutions for government and commercial customers worldwide. The company operates in four segments: Integrated Mission Systems, Space and Airborne Systems, Communication Systems, and Aviation Systems. LHX was founded in 1895 and is headquartered in Melbourne, Florida.</p>\n<p><img src=\"https://static.tigerbbs.com/5231f6010e48ff033da34b6f76ed3e2b\" tg-width=\"1212\" tg-height=\"400\" width=\"100%\" height=\"auto\"></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/182d5456cf84b655db04ad703cc681d4\" tg-width=\"1240\" tg-height=\"552\" width=\"100%\" height=\"auto\"><span>LHX non-GAAP EPS and dividends paid (TTM), with stock price overlay</span></p>\n<p><b>Concluding Remarks</b></p>\n<p><img src=\"https://static.tigerbbs.com/fbb1e63ebd49ef16583c3992662d1c4f\" tg-width=\"1240\" tg-height=\"359\" width=\"100%\" height=\"auto\"></p>\n<p>In this article, I ranked reasonably valued dividend growth stocks in Dividend Radar that have maintained Non-GAAP EPS growth rates of at least 10% for the past ten years. I also required a 5-year YoC of at least 3%.</p>\n<p>I own six of this month’s stocks. With the exception of my ALL position, my positions are all full-sized positions as determined by my dynamic and flexible&nbsp;portfolio target weighting&nbsp;strategy. ALL is underweight and I would need to add about 75 shares to make if a full-sized position. Given ALL’s 18% discount, it appears to be a good time to do so!</p>\n<p>I don’t own LHX and it looks like an interesting candidate to consider, though I prefer to open new positions when they offer 5-Year YoC’s of at least 4%. Nevertheless, LHX have impressive growth prospects and a low payout ratio, so I’m going to spend some time researching the stock.</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>7 Dividend Growth Stocks For August 2021</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n7 Dividend Growth Stocks For August 2021\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-04 11:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/dividendstrategists/dividend-ideas/7-dividend-growth-stocks-for-august-2021><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>These companies are delivering exceptional earnings and dividend growth, and their stocks are trading at reasonable valuations.\nLast month I started a new series that will rank selections ofDividend ...</p>\n\n<a href=\"https://www.thestreet.com/dividendstrategists/dividend-ideas/7-dividend-growth-stocks-for-august-2021\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HD":"家得宝","BLK":"贝莱德","LMT":"洛克希德马丁","NOC":"诺斯罗普格鲁曼","LHX":"L3Harris Technologies Inc","LOW":"劳氏","ALL":"好事达"},"source_url":"https://www.thestreet.com/dividendstrategists/dividend-ideas/7-dividend-growth-stocks-for-august-2021","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122614377","content_text":"These companies are delivering exceptional earnings and dividend growth, and their stocks are trading at reasonable valuations.\nLast month I started a new series that will rank selections ofDividend Radarstocks and present the seven top-ranked stocks for consideration. Dividend Radar tracks stocks trading on U.S. exchanges with dividend increase streaks of at least five years.\nEach month, I’ll consider different screens to narrow down the more than 750 Dividend Radar stocks. Screens will focus on various aspects of dividend growth investing, such as dividend yield, dividend growth rate, and stock valuation.\nThis month, I screened for stocks of companies that have delivered exceptional earnings growth over the last ten years. Additionally, I screened for stocks trading at reasonable valuations and required a 5-year yield on cost (YoC) of at least 3%.\nScreening and Ranking\nEarnings and earnings growth are the foundation of dividends and dividend growth. Companies could use debt to pay dividends, such as when earnings temporarily are insufficient to cover dividend payouts. Eventually, though, that debt will have to be repaid from earnings, which, presumably and hopefully, would be sufficient to pay off debt and pay the dividend.\nPortfolio Insight provides earnings and earnings growth data that we can monitor to get a sense of a company’s ability to continue paying and increasing dividends. For this month’s article, I considered Non-GAAP EPS compound annual growth rates [CAGRs] for different time frames. Here’s the specific screening formula:\nNG EPS 1Y ≥ 10% and NG EPS 3Y ≥ 10% and NG EPS 5Y ≥ 10% and NG EPS 10Y ≥ 10%\nAdditionally, I screened for stocks trading at reasonable valuations. What I mean by “reasonable” is based on my quality/valuation matrix, which gives preferential treatment to higher quality stocks. Essentially, I’m willing to pay a small premium for the highest quality stocks and I demand a larger discount for lower-quality stocks:\n\nI calculate Buy Below prices relative to my fair value [FV] estimates based on this quality/valuation matrix.\nFinally, I screened for stocks with a 5-year yield on cost[YoC] above 3%. This metric combines the forward yield and 5-year dividend growth rate [DGR] to determine what your dividend would be relative to today’s stock price after five years of investment, assuming the DGR is maintained.\nHere is a summary of this month’s screens in general terms:\n\nExceptional earnings for at least ten years\nReasonable current valuation\nReasonable future dividend income\n\nThe latest Dividend Radar(dated July 30, 2021) contains 762 stocks.\nApplying the first (fairly stringent) screen reduces the list to only 87 candidates. (Of these, only 20 pass the second screen and only 11 also survive the third screen).\nI ranked the candidates by sorting their quality scores (determined via DVK Quality Snapshots) in descending order and used the following metrics, in turn, to break ties:\n\nSimply Safe Dividends' Dividend Safety Scores\nS&P Credit Ratings\nDividend Yield\n\nThe tables below show the top seven stocks in rank-order.\n7 Top-Ranked Dividend Growth Stocks for August\nHere are top-ranked dividend growth stocks that pass this month’s screens:\n\nI own the six highlighted stocks in my DivGro portfolio.\nBelow, I provide a table with key metrics of interest to dividend growth investors, including the dividend increase streak (Years), the dividend Yield for a recent share Price, and the 5-year dividend growth rate (5-Yr DGR). The Chowder Number(CDN) and 5-year YoC (5-Yr YoC) are measures of a stock’s future total return and dividend income prospects, while the 5-year trailing total returns (5-Yr TTR) is a measure of the stock’s performance over the past five years.\nI also provide thefive quality indicatorsused in determining each stock's quality score (Qual), as well as my FV estimate (Fair Value) to help identify stocks that trade at favorable valuations. The discount/premium column (–Disc/+Prem) shows the discount or premium of a recent share price to my FV estimates. The last column shows my Buy Below price.\nKey metrics and fair value estimates of August’s Top 7 Dividend Growth Stocks (includes data sourced from Dividend Radar).\nI use a survey approach to derive my FV estimates. I collect FV estimates and price targets from several sources, including Morningstar and Finbox. I also estimate fair valueusing each stock’s five-year average dividend yield. With several estimates and targets available, I ignore the outliers (the lowest and highest values) and use the average of the median and mean of the remaining values as my FV estimate.\nNext, let's look at each stock in turn. All data and graphs are courtesy of Portfolio-Insight.com.\nThe Home Depot, Inc (HD)\nFounded in 1978 and based in Atlanta, Georgia, HD is a home improvement retailer that sells an assortment of building materials, home improvement products, and lawn and garden products. HD provides installation, home maintenance, and professional service programs to do-it-yourself, do-it-for-me, and professional customers.\n\nHD non-GAAP EPS and dividends paid (TTM), with stock price overlay\nLockheed Martin Corporation (LMT)\nFounded in 1909 and headquartered in Bethesda, Maryland, LMT is a global security and aerospace company engaged in the research, design, development, manufacture, integration and sustainment of advanced technology systems. LMT operates through four segments, Aeronautics, Missiles and Fire Control, Rotary and Mission Systems, and Space Systems.\n\nLMT non-GAAP EPS and dividends paid (TTM), with stock price overlay\nBlackRock, Inc. (BLK)\nBLK is an investment management company that provides a range of investment and risk management services to institutional and retail clients across the world. The company’s offerings include single and multi-asset class portfolios investing in equities, fixed income, alternatives and money market instruments. BLK was founded in 1988 and is based in New York City.\n\nLowe's Companies, Inc. (LOW)\nLOW is a home improvement retailer. The company offers a complete line of products for maintenance, repair, remodeling, and home decorating. It also offers installation services through independent contractors, as well as extended protection plans and repair services. LOW was founded in 1946 and is based in Mooresville, North Carolina.\n\nLOW non-GAAP EPS and dividends paid (TTM), with stock price overlay\nNorthrop Grumman Corporation (NOC)\nFounded in 1939 and based in Falls Church, Virginia, NOC is a leading global security company with both government and commercial customers. NOC provides systems, products, and solutions in unmanned systems; cyber security; command, control, communications and computers intelligence; surveillance and reconnaissance; and logistics and modernization.\n\nNOC non-GAAP EPS and dividends paid (TTM), with stock price overlay\nThe Allstate Corporation (ALL)\nFounded in 1931 and headquartered in Northbrook, Illinois, ALL is a holding company engaged in property-liability insurance and life insurance in the United States and Canada. The company sells insurance products covering automobiles, homes, and other properties under the Allstate, Esurance, and Encompass brand names. It also sells life insurance and voluntary accident and health insurance products.\n\nALL non-GAAP EPS and dividends paid (TTM), with stock price overlay\nL3Harris Technologies, Inc. (LHX)\nLHX, an aerospace and defense technology company, provides mission-critical solutions for government and commercial customers worldwide. The company operates in four segments: Integrated Mission Systems, Space and Airborne Systems, Communication Systems, and Aviation Systems. LHX was founded in 1895 and is headquartered in Melbourne, Florida.\n\nLHX non-GAAP EPS and dividends paid (TTM), with stock price overlay\nConcluding Remarks\n\nIn this article, I ranked reasonably valued dividend growth stocks in Dividend Radar that have maintained Non-GAAP EPS growth rates of at least 10% for the past ten years. I also required a 5-year YoC of at least 3%.\nI own six of this month’s stocks. With the exception of my ALL position, my positions are all full-sized positions as determined by my dynamic and flexible portfolio target weighting strategy. ALL is underweight and I would need to add about 75 shares to make if a full-sized position. Given ALL’s 18% discount, it appears to be a good time to do so!\nI don’t own LHX and it looks like an interesting candidate to consider, though I prefer to open new positions when they offer 5-Year YoC’s of at least 4%. Nevertheless, LHX have impressive growth prospects and a low payout ratio, so I’m going to spend some time researching the stock.","news_type":1,"symbols_score_info":{"ALL":0.9,"BLK":0.9,"HD":0.9,"LHX":0.9,"LMT":0.9,"LOW":0.9,"NOC":0.9}},"isVote":1,"tweetType":1,"viewCount":437,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807498543,"gmtCreate":1628047866782,"gmtModify":1631888738639,"author":{"id":"4090707232019850","authorId":"4090707232019850","name":"xnegate","avatar":"https://static.tigerbbs.com/7549d1578f4d67f05cd97a41e6bfb844","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090707232019850","authorIdStr":"4090707232019850"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/807498543","repostId":"1123278856","repostType":4,"repost":{"id":"1123278856","kind":"news","pubTimestamp":1628046173,"share":"https://www.laohu8.com/m/news/1123278856?lang=&edition=full","pubTime":"2021-08-04 11:02","market":"us","language":"en","title":"NIO: Growth Is Set To Accelerate","url":"https://stock-news.laohu8.com/highlight/detail?id=1123278856","media":"seekingalpha","summary":"Summary\n\nNIO’s delivery growth in July accelerated over the previous month.\nBecause of this strong s","content":"<p><b>Summary</b></p>\n<ul>\n <li>NIO’s delivery growth in July accelerated over the previous month.</li>\n <li>Because of this strong start to Q3, I am updating my FY 2021 delivery estimate.</li>\n <li>As the semiconductor supply shortage eases, NIO’s delivery growth should further accelerate.</li>\n <li>Based on valuation and estimated sales growth, NIO is a buy.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/241262452bbefb6f4187cbdc8ada9bef\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>SimonSkafar/iStock via Getty Images</span></p>\n<p>NIO (NIO) saw impressive delivery growth in July which indicates stronger than expected growth for the second half of the year… which should also see a normalization in production as the chip supply shortage eases. NIO is not cheap, but impressive delivery and sales growth justify a high sales multiplier factor.</p>\n<p><b>NIO's delivery growth may accelerate toward the end of the year</b></p>\n<p>For the month of July, NIO reported124.5% Y/Y delivery growth. The Chinese EV maker delivered 7,931 vehicles last month, the majority of which were NIO's five-seater smart electric SUV, the ES6. NIO delivered 3,669 ES6s (46% of total deliveries), 2,560 EC6s vehicles (32% of deliveries), which is NIO's five-seater electric coupe sport utility vehicle, and 1,702 ES8s (21% of deliveries), which is NIO's six or seven-seater smart electric SUV. NIO's ES6 is the best-selling EV SUV in the Chinese maker's product line-up and it has the highest delivery volume. If we break down the growth rate by model, then the ES6 saw 41% Y/Y delivery growth and the ES8 saw 84% Y/Y growth. In July 2020, NIO delivered just 3,533 ES8s and ES6s and deliveries of the EC6 coupe SUV commenced only in September 2020. NIO's 124.5% Y/Y growth rate reported for July, although impressive on its own, may underestimate NIO's total delivery growth for the second half of the year as production returns to normal and EC6 sales start to make a larger impact.</p>\n<p>NIO's ES6 and the EC6 deliveries saw a small delivery dip in July, which may be attributable to the chip supply shortage rather than slowing demand. However, the drop in deliveries for these two models was countered by an increase in ES8 deliveries. The net effect was that NIO delivered 152 fewer vehicles in July than it delivered in June. I expect ES6 and EC6 models to resume growth throughout Q3'21 and NIO, like other car brands, should benefit from an improving flow of semiconductors in the second half of the year.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4aac41720554953fda9f50597692affe\" tg-width=\"918\" tg-height=\"559\" width=\"100%\" height=\"auto\"><span>(Source: Author)</span></p>\n<table>\n <tbody>\n  <tr></tr>\n </tbody>\n</table>\n<p>Despite supply problems with semiconductors, NIO's growth accelerated in July. NIO's July delivery growth rate of 124.5% exceeded delivery growth in June, a month that saw 116.1% growth over last year. In July 2020, NIO's Y/Y delivery growth rate was 322.1% because the delivery volume was much lower in FY 2019, making for a very favorable Y/Y comparison.</p>\n<p>NIO's EV rivals, XPeng (XPEV) and Li Auto (LI), did better. XPeng delivered 8,040 vehicles in July 2021, showing&nbsp;228% Y/Y growth. Delivery growth was driven by XPeng's P7s, the Company's sports smart sedan, of which the Chinese EV maker sold 6,054 models. XPeng also sold 1,986 G3s, its compact SUV, which competes against NIO's range of sport utility vehicles. Li Auto also delivered record results with 8,589 Li ONEs delivered in July 2021. The delivery numbers showed&nbsp;251.3% Y/Y growth. The Li ONE is Li Auto's six-seater electric SUV and it competes for buyers against NIO's ES8. It was the first time for Li Auto to cross the milestone of 8,000 monthly deliveries.</p>\n<p>Based on the delivery reports, XPeng and Li Auto have stronger delivery growth rates and each EV maker sold more vehicles than NIO in July. NIO lagged its rivals in July deliveries, but its SUV-centric line-up products nevertheless impressive growth. Because of an expected return to normal production in the second half of the year, I expect NIO's growth to continue to accelerate in the remaining five months of the year. Ford said last week that it sees an&nbsp;improving semiconductor supply situation&nbsp;although chips will continue to be in short supply at least until the end of the year. I expect similar comments from NIO next week when earnings are due at which point management may give a new production/delivery guidance.</p>\n<p>NIO&nbsp;lowered its Q1'21 production forecast&nbsp;because of the semiconductor shortage to 19,500 models, which indicated 1,000 fewer vehicles to be delivered than called for in its earlier guidance of 20,000-20,500 vehicles. NIO ultimately ended up delivering 20,060 in Q1'21. NIO's Q2 saw deliveries of 21,896, so the Chinese EV maker did better in deliveries than its guidance suggested. Because of this, I expect that production can ramp up significantly in Q3 and Q4 as the chip supply shortage becomes less of a production choke point for NIO. I estimate that NIO will edge closer to the 100,000-delivery milestone this year with growth being driven predominantly by the EC6 and ES8. For Q3'21, I expect NIO to average more than 8,000 monthly deliveries, with the average of monthly deliveries growing to a little bit above 10,000 in Q4'21. Compared to my previous guidance, the FY 2021 delivery estimate reflects an additional 1,840 vehicles to be sold in the second half of 2021. So far, NIO delivered 49,887 models in 2021 (including July deliveries) which is equivalent to 50.4% of my full year delivery estimate.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5fb9b5de9002f17836d0c5fa3b3034f0\" tg-width=\"905\" tg-height=\"443\" width=\"100%\" height=\"auto\"><span>(Source: Author Projections)</span></p>\n<p><b>NIO's sales are expected to grow rapidly</b></p>\n<p>NIO is expected to have sales of $8.9B next year, twice as much as XPeng… which has the same P-S ratio than NIO. Li Auto has the cheapest sales growth as FY 2022 revenues are valued with a 5.2 sales multiplier factor. Looking at estimated 5-year revenue growth, Li Auto is expected to grow sales the fastest, in part because of its smaller size. However, NIO will still have very impressive revenue growth of 310% until 2025 (based on next year's sales). Because of NIO's&nbsp;BaaS&nbsp;revenue opportunity (which is better than XPeng's battery lease model), I would choose NIO over the other two Chinese EV makers... despite the lower total sales growth rate.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/58c5132b85c6e35c18744ec71c7b2e85\" tg-width=\"905\" tg-height=\"532\" width=\"100%\" height=\"auto\"><span>(Source: Author)</span></p>\n<p><b>Risks with NIO</b></p>\n<p>The chip supply shortage will be the factor that decides how quickly NIO can return to full production and how quickly deliveries will grow. The EV maker will likely give an update next week when it opens its books for the second quarter. The status update will likely include a modified production guidance for the rest of the year which should be positive if management expects the semiconductor situation to improve, which is what I would expect. What would change my opinion on NIO, and perhaps NIO's valuation, is a slowdown in delivery growth rates which I don't consider in my full year delivery estimate. Slower delivery and revenue growth are the two biggest risks for NIO and the stock.</p>\n<p><b>Final thoughts</b></p>\n<p>I expect NIO to return to a monthly production of at least 10,000 vehicles by Q4'21 as the chip supply situation eases in the next five months… that at least was the takeaway from Ford's Q2'21 earnings and NIO should similarly experience a better flow of semiconductors. This would clear a major production choke point, giving NIO room to ramp up production in 2021 and accelerate its growth.</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>NIO: Growth Is Set To Accelerate</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO: Growth Is Set To Accelerate\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-04 11:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4444428-nio-growth-is-set-to-accelerate><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nNIO’s delivery growth in July accelerated over the previous month.\nBecause of this strong start to Q3, I am updating my FY 2021 delivery estimate.\nAs the semiconductor supply shortage eases, ...</p>\n\n<a href=\"https://seekingalpha.com/article/4444428-nio-growth-is-set-to-accelerate\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4444428-nio-growth-is-set-to-accelerate","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123278856","content_text":"Summary\n\nNIO’s delivery growth in July accelerated over the previous month.\nBecause of this strong start to Q3, I am updating my FY 2021 delivery estimate.\nAs the semiconductor supply shortage eases, NIO’s delivery growth should further accelerate.\nBased on valuation and estimated sales growth, NIO is a buy.\n\nSimonSkafar/iStock via Getty Images\nNIO (NIO) saw impressive delivery growth in July which indicates stronger than expected growth for the second half of the year… which should also see a normalization in production as the chip supply shortage eases. NIO is not cheap, but impressive delivery and sales growth justify a high sales multiplier factor.\nNIO's delivery growth may accelerate toward the end of the year\nFor the month of July, NIO reported124.5% Y/Y delivery growth. The Chinese EV maker delivered 7,931 vehicles last month, the majority of which were NIO's five-seater smart electric SUV, the ES6. NIO delivered 3,669 ES6s (46% of total deliveries), 2,560 EC6s vehicles (32% of deliveries), which is NIO's five-seater electric coupe sport utility vehicle, and 1,702 ES8s (21% of deliveries), which is NIO's six or seven-seater smart electric SUV. NIO's ES6 is the best-selling EV SUV in the Chinese maker's product line-up and it has the highest delivery volume. If we break down the growth rate by model, then the ES6 saw 41% Y/Y delivery growth and the ES8 saw 84% Y/Y growth. In July 2020, NIO delivered just 3,533 ES8s and ES6s and deliveries of the EC6 coupe SUV commenced only in September 2020. NIO's 124.5% Y/Y growth rate reported for July, although impressive on its own, may underestimate NIO's total delivery growth for the second half of the year as production returns to normal and EC6 sales start to make a larger impact.\nNIO's ES6 and the EC6 deliveries saw a small delivery dip in July, which may be attributable to the chip supply shortage rather than slowing demand. However, the drop in deliveries for these two models was countered by an increase in ES8 deliveries. The net effect was that NIO delivered 152 fewer vehicles in July than it delivered in June. I expect ES6 and EC6 models to resume growth throughout Q3'21 and NIO, like other car brands, should benefit from an improving flow of semiconductors in the second half of the year.\n(Source: Author)\n\n\n\n\n\nDespite supply problems with semiconductors, NIO's growth accelerated in July. NIO's July delivery growth rate of 124.5% exceeded delivery growth in June, a month that saw 116.1% growth over last year. In July 2020, NIO's Y/Y delivery growth rate was 322.1% because the delivery volume was much lower in FY 2019, making for a very favorable Y/Y comparison.\nNIO's EV rivals, XPeng (XPEV) and Li Auto (LI), did better. XPeng delivered 8,040 vehicles in July 2021, showing 228% Y/Y growth. Delivery growth was driven by XPeng's P7s, the Company's sports smart sedan, of which the Chinese EV maker sold 6,054 models. XPeng also sold 1,986 G3s, its compact SUV, which competes against NIO's range of sport utility vehicles. Li Auto also delivered record results with 8,589 Li ONEs delivered in July 2021. The delivery numbers showed 251.3% Y/Y growth. The Li ONE is Li Auto's six-seater electric SUV and it competes for buyers against NIO's ES8. It was the first time for Li Auto to cross the milestone of 8,000 monthly deliveries.\nBased on the delivery reports, XPeng and Li Auto have stronger delivery growth rates and each EV maker sold more vehicles than NIO in July. NIO lagged its rivals in July deliveries, but its SUV-centric line-up products nevertheless impressive growth. Because of an expected return to normal production in the second half of the year, I expect NIO's growth to continue to accelerate in the remaining five months of the year. Ford said last week that it sees an improving semiconductor supply situation although chips will continue to be in short supply at least until the end of the year. I expect similar comments from NIO next week when earnings are due at which point management may give a new production/delivery guidance.\nNIO lowered its Q1'21 production forecast because of the semiconductor shortage to 19,500 models, which indicated 1,000 fewer vehicles to be delivered than called for in its earlier guidance of 20,000-20,500 vehicles. NIO ultimately ended up delivering 20,060 in Q1'21. NIO's Q2 saw deliveries of 21,896, so the Chinese EV maker did better in deliveries than its guidance suggested. Because of this, I expect that production can ramp up significantly in Q3 and Q4 as the chip supply shortage becomes less of a production choke point for NIO. I estimate that NIO will edge closer to the 100,000-delivery milestone this year with growth being driven predominantly by the EC6 and ES8. For Q3'21, I expect NIO to average more than 8,000 monthly deliveries, with the average of monthly deliveries growing to a little bit above 10,000 in Q4'21. Compared to my previous guidance, the FY 2021 delivery estimate reflects an additional 1,840 vehicles to be sold in the second half of 2021. So far, NIO delivered 49,887 models in 2021 (including July deliveries) which is equivalent to 50.4% of my full year delivery estimate.\n(Source: Author Projections)\nNIO's sales are expected to grow rapidly\nNIO is expected to have sales of $8.9B next year, twice as much as XPeng… which has the same P-S ratio than NIO. Li Auto has the cheapest sales growth as FY 2022 revenues are valued with a 5.2 sales multiplier factor. Looking at estimated 5-year revenue growth, Li Auto is expected to grow sales the fastest, in part because of its smaller size. However, NIO will still have very impressive revenue growth of 310% until 2025 (based on next year's sales). Because of NIO's BaaS revenue opportunity (which is better than XPeng's battery lease model), I would choose NIO over the other two Chinese EV makers... despite the lower total sales growth rate.\n(Source: Author)\nRisks with NIO\nThe chip supply shortage will be the factor that decides how quickly NIO can return to full production and how quickly deliveries will grow. The EV maker will likely give an update next week when it opens its books for the second quarter. The status update will likely include a modified production guidance for the rest of the year which should be positive if management expects the semiconductor situation to improve, which is what I would expect. What would change my opinion on NIO, and perhaps NIO's valuation, is a slowdown in delivery growth rates which I don't consider in my full year delivery estimate. Slower delivery and revenue growth are the two biggest risks for NIO and the stock.\nFinal thoughts\nI expect NIO to return to a monthly production of at least 10,000 vehicles by Q4'21 as the chip supply situation eases in the next five months… that at least was the takeaway from Ford's Q2'21 earnings and NIO should similarly experience a better flow of semiconductors. This would clear a major production choke point, giving NIO room to ramp up production in 2021 and accelerate its growth.","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":898,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":815062854,"gmtCreate":1630630855178,"gmtModify":1631888738641,"author":{"id":"4090707232019850","authorId":"4090707232019850","name":"xnegate","avatar":"https://static.tigerbbs.com/7549d1578f4d67f05cd97a41e6bfb844","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090707232019850","authorIdStr":"4090707232019850"},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/815062854","repostId":"807139027","repostType":1,"repost":{"id":807139027,"gmtCreate":1628004498869,"gmtModify":1631888552483,"author":{"id":"3582640102592298","authorId":"3582640102592298","name":"whitemeow","avatar":"https://static.tigerbbs.com/24c2bce3dabfd8946961b8a162319f8f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582640102592298","authorIdStr":"3582640102592298"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>&nbsp;should I wait till tomorrow then buy to average down?&nbsp;","listText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>&nbsp;should I wait till tomorrow then buy to average down?&nbsp;","text":"$AMC Entertainment(AMC)$ should I wait till tomorrow then buy to average down?","images":[{"img":"https://static.tigerbbs.com/86203ca3f856e636b17e8549a24eff05","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/807139027","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1685,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":894235227,"gmtCreate":1628827986869,"gmtModify":1631888738647,"author":{"id":"4090707232019850","authorId":"4090707232019850","name":"xnegate","avatar":"https://static.tigerbbs.com/7549d1578f4d67f05cd97a41e6bfb844","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090707232019850","authorIdStr":"4090707232019850"},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/894235227","repostId":"1191538365","repostType":4,"repost":{"id":"1191538365","kind":"news","pubTimestamp":1628825496,"share":"https://www.laohu8.com/m/news/1191538365?lang=&edition=full","pubTime":"2021-08-13 11:31","market":"hk","language":"en","title":"ARK Investment Buys the Dips in 1Life, Berkeley Lights, Signify Health","url":"https://stock-news.laohu8.com/highlight/detail?id=1191538365","media":"24/7 wall street","summary":"Cathie Wood and her ARK Investment Management firm have made no secret of their investment strategy:","content":"<p>Cathie Wood and her ARK Investment Management firm have made no secret of their investment strategy: find those companies that have a product or service that could change the way the world works. ARK calls that “disruptive innovation.”</p>\n<p>To support those investments, ARK also invests in what Wood has called “cash-like innovation stocks,” such as <a href=\"https://laohu8.com/S/AAPL\">Apple</a>, Tesla, <a href=\"https://laohu8.com/S/GOOG\">Alphabet</a> and <a href=\"https://laohu8.com/S/NFLX\">Netflix</a>, because ARK’s funds are not allowed to hold cash. She told CNBC in May, “During a period of volatility like we’ve just seen, we will sell those stocks and move into either our more pure-play or earlier-stage innovation companies that are being hurt by risk-off.”</p>\n<p>Walking the talk, ARK funds sold all 594,039 Apple shares they owned in March during the June quarter and about 22,000 Netflix shares and 80,000 Tesla shares in the same period.</p>\n<p>Here are three health care companies that ARK invested in during the June quarter.</p>\n<p><b>1Life</b></p>\n<p>1Life <a href=\"https://laohu8.com/S/HCSG\">Healthcare</a> Inc. (NASDAQ: ONEM) has lost about 57% of its market value since peaking at $7.81 billion in February. At the end of March, the ARK Genomic Revolution ETF (NYSEARCA: ARKG) held 3.5 million shares of 1Life. At the end of June, this fund’s stake in the company had increased to 4.3 million shares.</p>\n<p>In May, ARK analyst Simon Barnett had this comment on 1Life:</p>\n<blockquote>\n One [<a href=\"https://laohu8.com/S/HR\">Healthcare</a>]’s “click-and-mortar” platform spans both digital and in-person primary care and incorporates its own EHR [electronic health record] system. It also compensates physicians with salaries instead of fees for service and removes the burden of administrative tasks that devour so much of a physician’s day. In our view, this model could be fertile ground for value-based genetic testing services.\n</blockquote>\n<p>On Thursday, Barclays initiated coverage on 1Life at Overweight with a price target of $32. Ten of 12 analysts covering the company rate the shares a Buy or Strong Buy, and the other two have a Hold rating. Barclays estimated a long-term growth target on the stock in the mid-20% range, based on an enterprise value-to-sales multiple. The median price target on the stock is $40.50, implying upside potential to a current price of around $24.20 of 67%. At the high price target of $63, the upside potential on the stock is 160%.</p>\n<p>1Life’s shares traded up less than 2% late Thursday morning, at $24.63 in a 52-week range of $23.65 to $58.82. The stock trades about 1.5 million shares a day on average.</p>\n<p><b>Signify Health</b></p>\n<p>Since its market cap peaked at $6.95 billion in late June, Signify Health Inc. (NYSE: SGFY) has dropped about 21% of its value. At the end of March, the ARKG fund held about 1.7 million shares in the company, and at the end of June, it had more than doubled its stake just over 4 million shares. On Wednesday, the <a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a> (NYSEARCA: ARKK) initiated a position in Signify, adding 807,917 shares at a cost of $24.30 per share. Including additions to ARKG since June, ARK Invest’s total stake in the company is about 7.35 million shares, valued at $178.58 million.</p>\n<p>Signify Health operates a health care platform that offers services primarily for Medicare Advantage plans that include health evaluations, diagnostic screening and other services plus a platform to manage payments.</p>\n<p>Barclays upgraded the company’s stock from Equal Weight to Overweight and maintained its $30 price target. At the median price target of $32, the upside potential based on a current price of about $25.00 is 28%. At the high price target of $42, the upside potential is 68%. Only eight brokerages cover the firm, but six rate the stock a Buy or Strong Buy.</p>\n<p>Shares traded up 3.3% to $25.05 on Thursday. The stock’s 52-week range is $22.13 to $40.79, and it trades just over half a million shares a day.</p>\n<p><b><a href=\"https://laohu8.com/S/BLI\">Berkeley Lights</a></b></p>\n<p>Berkeley Lights Inc. (NASDAQ: BLI) posted a peak market cap of $6.82 billion in late December of last year. When markets closed on Wednesday, the company’s market cap had fallen by 57% to around $2.92 billion. At the end of the first quarter of this year, both the ARKG and ARKK funds combined held about 5.1 million shares of the company’s stock. At the end of June, the holdings totaled about 6.9 million shares. As of Wednesday’s close, ARK’s total holdings were just under 7 million shares.</p>\n<p>Berkeley Lights is a biotech firm that offers an integrated hardware and software platform for the development and commercialization of biotherapeutics and other cell-based products. The company failed to meet expectations for both its quarterly loss per share and quarterly revenue. As other investors bailed, ARK bought the dip and acquired about 340,000 shares of the company’s stock.</p>\n<p><a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a> kept its Equal Weight rating on the stock but reduced its 12-month price target from $73 to $66. Analysts at BTIG maintained their Buy rating on the stock but lowered their price target from $70 to $65. In a note to investors, BTIG commented:</p>\n<blockquote>\n We recommend shares of BLI on unfounded weakness (shares are down 63% from its peak in December despite strong operational execution). We view BLI as an emerging global leader in helping researchers characterize live cells for accelerating development of biotherapeutics and other cell-based products, from antibody therapeutics and cell therapy to gene therapy and synthetic biology.\n</blockquote>\n<p>Shares traded up around 1% on Thursday, at $40.08 in a 52-week range of $35.51 to $113.53. The stock trades around 800,000 shares a day.</p>","source":"lsy1620372341666","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>ARK Investment Buys the Dips in 1Life, Berkeley Lights, Signify Health</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nARK Investment Buys the Dips in 1Life, Berkeley Lights, Signify Health\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-13 11:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://247wallst.com/healthcare-business/2021/08/12/ark-investment-buys-the-dips-in-1life-berkeley-lights-signify-health/><strong>24/7 wall street</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cathie Wood and her ARK Investment Management firm have made no secret of their investment strategy: find those companies that have a product or service that could change the way the world works. ARK ...</p>\n\n<a href=\"https://247wallst.com/healthcare-business/2021/08/12/ark-investment-buys-the-dips-in-1life-berkeley-lights-signify-health/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SGFY":"Signify Health, Inc.","ARKK":"ARK Innovation ETF"},"source_url":"https://247wallst.com/healthcare-business/2021/08/12/ark-investment-buys-the-dips-in-1life-berkeley-lights-signify-health/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191538365","content_text":"Cathie Wood and her ARK Investment Management firm have made no secret of their investment strategy: find those companies that have a product or service that could change the way the world works. ARK calls that “disruptive innovation.”\nTo support those investments, ARK also invests in what Wood has called “cash-like innovation stocks,” such as Apple, Tesla, Alphabet and Netflix, because ARK’s funds are not allowed to hold cash. She told CNBC in May, “During a period of volatility like we’ve just seen, we will sell those stocks and move into either our more pure-play or earlier-stage innovation companies that are being hurt by risk-off.”\nWalking the talk, ARK funds sold all 594,039 Apple shares they owned in March during the June quarter and about 22,000 Netflix shares and 80,000 Tesla shares in the same period.\nHere are three health care companies that ARK invested in during the June quarter.\n1Life\n1Life Healthcare Inc. (NASDAQ: ONEM) has lost about 57% of its market value since peaking at $7.81 billion in February. At the end of March, the ARK Genomic Revolution ETF (NYSEARCA: ARKG) held 3.5 million shares of 1Life. At the end of June, this fund’s stake in the company had increased to 4.3 million shares.\nIn May, ARK analyst Simon Barnett had this comment on 1Life:\n\n One [Healthcare]’s “click-and-mortar” platform spans both digital and in-person primary care and incorporates its own EHR [electronic health record] system. It also compensates physicians with salaries instead of fees for service and removes the burden of administrative tasks that devour so much of a physician’s day. In our view, this model could be fertile ground for value-based genetic testing services.\n\nOn Thursday, Barclays initiated coverage on 1Life at Overweight with a price target of $32. Ten of 12 analysts covering the company rate the shares a Buy or Strong Buy, and the other two have a Hold rating. Barclays estimated a long-term growth target on the stock in the mid-20% range, based on an enterprise value-to-sales multiple. The median price target on the stock is $40.50, implying upside potential to a current price of around $24.20 of 67%. At the high price target of $63, the upside potential on the stock is 160%.\n1Life’s shares traded up less than 2% late Thursday morning, at $24.63 in a 52-week range of $23.65 to $58.82. The stock trades about 1.5 million shares a day on average.\nSignify Health\nSince its market cap peaked at $6.95 billion in late June, Signify Health Inc. (NYSE: SGFY) has dropped about 21% of its value. At the end of March, the ARKG fund held about 1.7 million shares in the company, and at the end of June, it had more than doubled its stake just over 4 million shares. On Wednesday, the ARK Innovation ETF (NYSEARCA: ARKK) initiated a position in Signify, adding 807,917 shares at a cost of $24.30 per share. Including additions to ARKG since June, ARK Invest’s total stake in the company is about 7.35 million shares, valued at $178.58 million.\nSignify Health operates a health care platform that offers services primarily for Medicare Advantage plans that include health evaluations, diagnostic screening and other services plus a platform to manage payments.\nBarclays upgraded the company’s stock from Equal Weight to Overweight and maintained its $30 price target. At the median price target of $32, the upside potential based on a current price of about $25.00 is 28%. At the high price target of $42, the upside potential is 68%. Only eight brokerages cover the firm, but six rate the stock a Buy or Strong Buy.\nShares traded up 3.3% to $25.05 on Thursday. The stock’s 52-week range is $22.13 to $40.79, and it trades just over half a million shares a day.\nBerkeley Lights\nBerkeley Lights Inc. (NASDAQ: BLI) posted a peak market cap of $6.82 billion in late December of last year. When markets closed on Wednesday, the company’s market cap had fallen by 57% to around $2.92 billion. At the end of the first quarter of this year, both the ARKG and ARKK funds combined held about 5.1 million shares of the company’s stock. At the end of June, the holdings totaled about 6.9 million shares. As of Wednesday’s close, ARK’s total holdings were just under 7 million shares.\nBerkeley Lights is a biotech firm that offers an integrated hardware and software platform for the development and commercialization of biotherapeutics and other cell-based products. The company failed to meet expectations for both its quarterly loss per share and quarterly revenue. As other investors bailed, ARK bought the dip and acquired about 340,000 shares of the company’s stock.\nMorgan Stanley kept its Equal Weight rating on the stock but reduced its 12-month price target from $73 to $66. Analysts at BTIG maintained their Buy rating on the stock but lowered their price target from $70 to $65. In a note to investors, BTIG commented:\n\n We recommend shares of BLI on unfounded weakness (shares are down 63% from its peak in December despite strong operational execution). We view BLI as an emerging global leader in helping researchers characterize live cells for accelerating development of biotherapeutics and other cell-based products, from antibody therapeutics and cell therapy to gene therapy and synthetic biology.\n\nShares traded up around 1% on Thursday, at $40.08 in a 52-week range of $35.51 to $113.53. The stock trades around 800,000 shares a day.","news_type":1,"symbols_score_info":{"ARKK":0.9,"BLI":0.9,"SGFY":0.9}},"isVote":1,"tweetType":1,"viewCount":938,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":811381594,"gmtCreate":1630289614618,"gmtModify":1704957874297,"author":{"id":"4090707232019850","authorId":"4090707232019850","name":"xnegate","avatar":"https://static.tigerbbs.com/7549d1578f4d67f05cd97a41e6bfb844","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090707232019850","authorIdStr":"4090707232019850"},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/811381594","repostId":"835884368","repostType":1,"repost":{"id":835884368,"gmtCreate":1629703866852,"gmtModify":1629703866852,"author":{"id":"3502860692623653","authorId":"3502860692623653","name":"爱上趋势股","avatar":"https://static.tigerbbs.com/17f4521614b0cae62aff9fa7fa80fa77","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3502860692623653","authorIdStr":"3502860692623653"},"themes":[],"title":"收复失地，收益濒临新高！（8/23）","htmlText":"趋势精选组合又牛叉了，指数跌的时候，少跌；指数反弹的时候大涨。 晃晃悠悠的，现在濒临新高了： 蓝色为同时期上证指数走势 然后就是<a href=\"https://laohu8.com/S/U\">$Unity Software Inc.(U)$</a> 走出了预期的反弹，目前就看能不能新高了，如果成的话，趋势就又打开了。 就这样，远离那些风险较大的中概股，不左侧交易，主做趋势股，没什么大问题。","listText":"趋势精选组合又牛叉了，指数跌的时候，少跌；指数反弹的时候大涨。 晃晃悠悠的，现在濒临新高了： 蓝色为同时期上证指数走势 然后就是<a href=\"https://laohu8.com/S/U\">$Unity Software Inc.(U)$</a> 走出了预期的反弹，目前就看能不能新高了，如果成的话，趋势就又打开了。 就这样，远离那些风险较大的中概股，不左侧交易，主做趋势股，没什么大问题。","text":"趋势精选组合又牛叉了，指数跌的时候，少跌；指数反弹的时候大涨。 晃晃悠悠的，现在濒临新高了： 蓝色为同时期上证指数走势 然后就是$Unity Software Inc.(U)$ 走出了预期的反弹，目前就看能不能新高了，如果成的话，趋势就又打开了。 就这样，远离那些风险较大的中概股，不左侧交易，主做趋势股，没什么大问题。","images":[{"img":"https://static.tigerbbs.com/a574fc9f7e6884cdd2b086ed80f02475","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/81841c31aabc0cb98a16a3d0599ffdbd","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/73b3389312f6ca8c664aae2f99e06f47","width":"-1","height":"-1"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/835884368","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":644,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}