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jochen
2021-11-28
Ok
@我i168:Nanofilm - a truly high-tech company with great potential
jochen
2021-11-01
Ok
2 Growth Stocks That Could Deliver 1,000% Returns<blockquote>2只可带来1,000%回报的成长型股票</blockquote>
jochen
2021-10-28
Ok
抱歉,原内容已删除
jochen
2021-10-28
Ok
抱歉,原内容已删除
jochen
2021-10-20
Ok
What actually happened during GameStop mania?<blockquote>游戏驿站狂热期间到底发生了什么?</blockquote>
jochen
2021-10-15
Ok
抱歉,原内容已删除
jochen
2021-10-14
Ok
Singapore's central bank tightens policy in surprise move<blockquote>新加坡央行出人意料地收紧政策</blockquote>
jochen
2021-10-13
Woah
Hong Kong stock exchange cancels morning trading session due to typhoon<blockquote>港交所因台风取消早盘交易时段</blockquote>
jochen
2021-10-10
Ok
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jochen
2021-10-09
Ok
6 reasons this is a fresh multiyear bull market and 6 stocks in the surprising sector you should favor<blockquote>这是一个新的多年牛市的6个原因以及您应该青睐的令人惊讶的行业中的6只股票</blockquote>
jochen
2021-10-07
Ok
抱歉,原内容已删除
jochen
2021-10-04
Ok
US IPO Week Ahead: New issuers work up a sweat in a fitness-led 5 IPO week<blockquote>美国IPO一周即将到来:新发行人在健身主导的5周IPO中大汗淋漓</blockquote>
jochen
2021-10-01
Ok
抱歉,原内容已删除
jochen
2021-09-29
🙄
These high-flying stocks of 2021 dropped the most on Tuesday<blockquote>这些2021年飞涨的股票周二跌幅最大</blockquote>
jochen
2021-09-28
Ok
抱歉,原内容已删除
jochen
2021-09-27
🐯
Debt ceiling debates in Congress, consumer confidence: What to know this week<blockquote>国会债务上限辩论、消费者信心:本周需要了解什么</blockquote>
jochen
2021-09-25
🐯
IPO opening reminder: Cue Health opens for trading at $19.2, up 20% from IPO price.<blockquote>IPO开盘提醒:Cue Health开盘价为19.2美元,较IPO价格上涨20%。</blockquote>
jochen
2021-09-24
🐯
5 Stocks to Buy in the September Sell-Off<blockquote>9月抛售中值得买入的5只股票</blockquote>
jochen
2021-09-21
🙁
抱歉,原内容已删除
jochen
2021-09-18
👍
US IPO Week Ahead: Software, consumer products, and payment tech lead a diverse 14 IPO week<blockquote>美国IPO周:软件、消费品和支付技术引领多元化14周IPO周</blockquote>
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a truly high-tech company with great potential","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/MZH.SI\">$纳峰科技(MZH.SI)$</a> $NanofilmTA wise, some fun numbers/price points to watch 4.444, Fib x0.786: break it, for a big run-up; any time now? 5.555, Fib x0.500: I see this as the next target; possible? Business update summary, 10/2021Great! You got to see potential...business peak in Q4 and 2022, consistent with market expectation. 3C customers, peak shifted to Q4, spill over to 2022; keyword: substantial growth Revenue diversification: other key customers, 33% to 39% Nano production: started MASS production in micro-lens array IEBC: substantial growth, equipment for factory expansion, customers and Sydrongen Sydrogen: pilot production; big potential M&A: Miller Technologies, 10-years as supplier, should be good!","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/MZH.SI\">$纳峰科技(MZH.SI)$</a> $NanofilmTA wise, some fun numbers/price points to watch 4.444, Fib x0.786: break it, for a big run-up; any time now? 5.555, Fib x0.500: I see this as the next target; possible? Business update summary, 10/2021Great! You got to see potential...business peak in Q4 and 2022, consistent with market expectation. 3C customers, peak shifted to Q4, spill over to 2022; keyword: substantial growth Revenue diversification: other key customers, 33% to 39% Nano production: started MASS production in micro-lens array IEBC: substantial growth, equipment for factory expansion, customers and Sydrongen Sydrogen: pilot production; big potential M&A: Miller Technologies, 10-years as supplier, should be good!","text":"$纳峰科技(MZH.SI)$ $NanofilmTA wise, some fun numbers/price points to watch 4.444, Fib x0.786: break it, for a big run-up; any time now? 5.555, Fib x0.500: I see this as the next target; possible? Business update summary, 10/2021Great! You got to see potential...business peak in Q4 and 2022, consistent with market expectation. 3C customers, peak shifted to Q4, spill over to 2022; keyword: substantial growth Revenue diversification: other key customers, 33% to 39% Nano production: started MASS production in micro-lens array IEBC: substantial growth, equipment for factory expansion, customers and Sydrongen Sydrogen: pilot production; big potential M&A: Miller Technologies, 10-years as supplier, should be good!","images":[{"img":"https://static.tigerbbs.com/bee6713e313be3680e4064a73b328dcb","width":"688","height":"405"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/874469640","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1913,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":849686660,"gmtCreate":1635752642070,"gmtModify":1635752642136,"author":{"id":"4094824274303910","authorId":"4094824274303910","name":"jochen","avatar":"https://static.tigerbbs.com/5c1f2c08c8fd5f34bc708bc9415c25c1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094824274303910","authorIdStr":"4094824274303910"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/849686660","repostId":"1164035523","repostType":4,"repost":{"id":"1164035523","kind":"news","pubTimestamp":1635736469,"share":"https://www.laohu8.com/m/news/1164035523?lang=zh_CN&edition=full","pubTime":"2021-11-01 11:14","market":"us","language":"en","title":"2 Growth Stocks That Could Deliver 1,000% Returns<blockquote>2只可带来1,000%回报的成长型股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1164035523","media":"Motley Fool","summary":"Thanks to the ongoing innovation revolutions in both the tech and healthcare sectors, shareholders h","content":"<p>Thanks to the ongoing innovation revolutions in both the tech and healthcare sectors, shareholders have been enjoying historic returns on capital over the past decade. For example, the central nervous system disorder drug specialist <b>Axsome Therapeutics</b>, the cancer specialist <b>Exelixis</b>, and the electric car pioneer <b>Tesla</b> have all delivered tenfold returns for investors who bought these names at their low points.</p><p><blockquote>由于科技和医疗保健领域持续的创新革命,股东在过去十年中一直享受着历史性的资本回报。例如,中枢神经系统疾病药物专家<b>轴体疗法</b>,癌症专家<b>Exelixis</b>,以及电动汽车先驱<b>特斯拉</b>都为在低点买入这些股票的投资者带来了十倍的回报。</blockquote></p><p> Which stocks might be the next Axsome, Exelixis, or Tesla from a growth standpoint? The cancer/rare disease specialist <b>Mereo BioPharma Group</b>(NASDAQ:MREO)and the diabetes-focused medical device company <b>Senseonics Holdings</b>(NYSEMKT:SENS)could both be gearing up for a monstrous run higher soon. In fact, these two low-priced healthcare stocks have a decent shot at generating 1,000%-plus returns for their shareholders within the next two to three years.</p><p><blockquote>从增长的角度来看,哪些股票可能成为下一个Axsome、Exelixis或特斯拉?癌症/罕见病专家<b>Mereo生物制药集团</b>(纳斯达克:MREO)和专注于糖尿病的医疗器械公司<b>Senseonics控股</b>(NYSEMKT:SENS)两者都可能很快就会为大幅走高做准备。事实上,这两只低价医疗保健股很有可能在未来两到三年内为股东带来1,000%以上的回报。</blockquote></p><p> Here's a brief overview on the risks and potential rewards associated with each of these promising growth vehicles.</p><p><blockquote>以下是与这些有前途的增长工具相关的风险和潜在回报的简要概述。</blockquote></p><p> <b>Mereo BioPharma: A bet on the future of immunotherapy</b></p><p><blockquote><b>Mereo BioPharma:押注免疫疗法的未来</b></blockquote></p><p> The London-based biopharma Mereo hasn't exactly set the world on fire since its American depository shares (ADS) made their debut on the Nasdaq stock exchange. Keeping with this theme, the biotech's ADSes have lost approximately 65% of their value since April 2019. This steady downward trend shouldn't scare away aggressive investors, however. Mereo's plunging share price, after all, is more about Mr. Market's well-known impatience with clinical-stage biotechs, rather than the company's underlying value proposition.</p><p><blockquote>自其美国存托股票(ADS)在纳斯达克证券交易所首次亮相以来,总部位于伦敦的生物制药公司Mereo并没有真正引起轰动。与这一主题保持一致,自2019年4月以来,该生物技术公司的ADSE已损失约65%的价值。然而,这种稳定的下降趋势不应吓跑激进的投资者。毕竟,Mereo股价暴跌更多的是市场先生对临床阶段生物技术众所周知的不耐烦,而不是该公司的潜在价值主张。</blockquote></p><p> What's the scoop? Mereo is a small-cap company with six assets under development for both cancer and rare diseases. However, the one drug candidate that could undoubtedly send the company's shares rocketing higher is the anti-TIGIT therapy known as etigilimab. Several major drug companies, such as <b>BeiGene</b>,<b>Bristol Myers Squibb</b>,<b>Merck</b>, and <b>Roche</b>, have anti-TIGIT therapies under development due to their potential to boost the efficacy and durability of cancer immunotherapy treatments in general. Mereo's etigilimab is currently in a combined phase 1/2 basket study to evaluate its utility as part of combination treament, along with Bristol's megablockbuster checkpoint inhibitor Opdivo, for a variety of solid tumors.</p><p><blockquote>有什么独家新闻?Mereo是一家小型公司,拥有六项正在开发的癌症和罕见疾病资产。然而,一种无疑可能推动该公司股价飙升的候选药物是名为etigilimab的抗TIGIT疗法。几大药企,如<b>百济神州</b>,<b>百时美施贵宝</b>,<b>默克</b>,和<b>罗氏</b>由于抗TIGIT疗法通常具有增强癌症免疫疗法的功效和持久性的潜力,因此正在开发抗TIGIT疗法。Mereo的etigilimab目前正在进行一项联合1/2期篮子研究,以评估其作为联合治疗的一部分,与Bristol的megablockbuster检查点抑制剂Opdivo一起用于多种实体瘤。</blockquote></p><p> As things stand now, Mereo's anti-TIGIT candidate is slated to yield top-line data from this basket trial in approximately 18-months from now. During this lengthy interval, however, the drugmaker ought to provide multiple updates on etigilimab's progress, which could turn out to be a series of major catalysts for its share price in the coming months. Another bit of good news is that Mereo's cash runway reportedly extends into 2024. That's key, because it means that the biotech shouldn't have to repeatly tap the public markets for capital over the next year and a half.</p><p><blockquote>就目前情况而言,Mereo的抗TIGIT候选药物预计将在大约18个月后从这项篮子试验中产生顶线数据。然而,在这段漫长的时间间隔内,该制药商应该提供有关etigilimab进展的多项最新信息,这可能会成为未来几个月其股价的一系列主要催化剂。另一个好消息是,据报道Mereo的现金跑道将延伸至2024年。这是关键,因为这意味着生物技术公司不应该在未来一年半内反复利用公开市场获取资本。</blockquote></p><p> What's the downside risk? Mereo's management team has been open about its desire to partner with larger biopharmas. Etigilimab, for its part, could spark either a high dollar licensing agreement or a full-on buyout within the next two years. So a lot is riding on this single experimental drug. Unfortunately, early stage cancer therapies fail more often than not in the clinic. As a failure in this case would weigh heavily on the biotech's share price, potential investors may want to keep any initial position on the small side.</p><p><blockquote>下行风险是什么?Mereo的管理团队一直公开表示希望与大型生物制药公司合作。就Etigilimab而言,它可能会在未来两年内引发高额许可协议或全面收购。所以很大程度上取决于这种单一的实验药物。不幸的是,早期癌症疗法在临床上经常失败。由于这种情况下的失败将严重影响生物技术公司的股价,潜在投资者可能希望将初始头寸保持在较小的水平。</blockquote></p><p> <b>Senseonic: A rising tide lifts all boats</b></p><p><blockquote><b>Senseonic:水涨船高</b></blockquote></p><p> Senseonics' stock is worth a look by ultra-aggressive investors due to its implantable continuous glucose monitoring (CGM) device franchise known as Eversense. The lowdown is that the CGM market has been growing by over 10% <i>per year</i> over the past five years, according to a report by Grand View Research. What's more, this space is forecast to grow by at least 10% per year over the next five years. That's definitely a favorable trend for a small-cap CGM player like Senseonics.</p><p><blockquote>Senseonics的股票值得超级激进的投资者关注,因为它拥有名为Eversense的植入式连续血糖监测(CGM)设备专营权。真相是CGM市场增长超过10%<i>每年</i>根据Grand View Research的一份报告,在过去五年中。更重要的是,该领域预计在未来五年内每年至少增长10%。对于像Senseonics这样的小型CGM参与者来说,这绝对是一个有利的趋势。</blockquote></p><p> So far, Senseonics has only captured a small sliver of this multi-billion dollar medical device market with its Eversense franchise. But the company is hoping to drastically improve its competitive positioning with a potential regulatory approval by the Food and Drug Administration (FDA) for its 180-day version of the Eversense CGM system. The medical device company submitteda regulatory application to the FDA for this proposed product over a year ago. So a decision could come any day now.</p><p><blockquote>到目前为止,Senseonics仅凭借其Eversense特许经营权占领了这个价值数十亿美元的医疗设备市场的一小部分。但该公司希望通过食品和药物管理局(FDA)对其180天版本的Eversense CGM系统的潜在监管批准来大幅提高其竞争地位。该医疗器械公司一年多前就该拟议产品向FDA提交了监管申请。所以现在随时都可能做出决定。</blockquote></p><p></p><p> Why does this FDA approval matter? Senseonics' internal projections have the company's top-line rising at a compound annual growth rate of over 70% over the next five years as a result of this key regulatory nod. The long and short of it is that the current 90-day Eversense CGM system isn't particularly competitive in the U.S. against the market-leading devices from <b>DexCom</b> and <b>Abbott Laboratories</b>, respectively. But this longer-lasting version of the device could cause sales to skyrocket in the coming years.</p><p><blockquote>为什么FDA的批准很重要?Senseonics的内部预测显示,由于这一关键的监管批准,该公司的营收在未来五年内将以超过70%的复合年增长率增长。总而言之,目前的90天Eversense CGM系统在美国与市场领先的设备相比并没有特别的竞争力<b>DexCom</b>和<b>雅培实验室</b>,分别。但这种更耐用的设备版本可能会在未来几年导致销量飙升。</blockquote></p><p> What's the risk? Senseonics is competing in a jam-packed space against a number of well-capitalized medical-device giants. So there is a chance that this long-awaited FDA approval won't spark a parabolic rise in sales. That's not a knock against Senseonics' CGM system, but rather the harsh reality of competing against healthcare companies with vastly superior resources. Investors shouldn't ignore this potential risk factor.</p><p><blockquote>有什么风险?Senseonics正在拥挤的空间中与许多资本雄厚的医疗设备巨头竞争。因此,这一期待已久的FDA批准有可能不会引发销售额的抛物线增长。这并不是对Senseonics CGM系统的打击,而是与拥有极其优越资源的医疗保健公司竞争的残酷现实。投资者不应忽视这一潜在的风险因素。</blockquote></p><p> All told, Senseonics could be on the verge of a game-changing regulatory event that might prove to be a key inflection point for the company's CGM franchise. If true, this medical device company's stock should turn out to be a downright bargain at these levels.</p><p><blockquote>总而言之,Senseonics可能正处于改变游戏规则的监管事件的边缘,这可能会成为该公司CGM特许经营权的一个关键转折点。如果属实,这家医疗器械公司的股票在这些水平上应该会非常便宜。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 Growth Stocks That Could Deliver 1,000% Returns<blockquote>2只可带来1,000%回报的成长型股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 Growth Stocks That Could Deliver 1,000% Returns<blockquote>2只可带来1,000%回报的成长型股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-11-01 11:14</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Thanks to the ongoing innovation revolutions in both the tech and healthcare sectors, shareholders have been enjoying historic returns on capital over the past decade. For example, the central nervous system disorder drug specialist <b>Axsome Therapeutics</b>, the cancer specialist <b>Exelixis</b>, and the electric car pioneer <b>Tesla</b> have all delivered tenfold returns for investors who bought these names at their low points.</p><p><blockquote>由于科技和医疗保健领域持续的创新革命,股东在过去十年中一直享受着历史性的资本回报。例如,中枢神经系统疾病药物专家<b>轴体疗法</b>,癌症专家<b>Exelixis</b>,以及电动汽车先驱<b>特斯拉</b>都为在低点买入这些股票的投资者带来了十倍的回报。</blockquote></p><p> Which stocks might be the next Axsome, Exelixis, or Tesla from a growth standpoint? The cancer/rare disease specialist <b>Mereo BioPharma Group</b>(NASDAQ:MREO)and the diabetes-focused medical device company <b>Senseonics Holdings</b>(NYSEMKT:SENS)could both be gearing up for a monstrous run higher soon. In fact, these two low-priced healthcare stocks have a decent shot at generating 1,000%-plus returns for their shareholders within the next two to three years.</p><p><blockquote>从增长的角度来看,哪些股票可能成为下一个Axsome、Exelixis或特斯拉?癌症/罕见病专家<b>Mereo生物制药集团</b>(纳斯达克:MREO)和专注于糖尿病的医疗器械公司<b>Senseonics控股</b>(NYSEMKT:SENS)两者都可能很快就会为大幅走高做准备。事实上,这两只低价医疗保健股很有可能在未来两到三年内为股东带来1,000%以上的回报。</blockquote></p><p> Here's a brief overview on the risks and potential rewards associated with each of these promising growth vehicles.</p><p><blockquote>以下是与这些有前途的增长工具相关的风险和潜在回报的简要概述。</blockquote></p><p> <b>Mereo BioPharma: A bet on the future of immunotherapy</b></p><p><blockquote><b>Mereo BioPharma:押注免疫疗法的未来</b></blockquote></p><p> The London-based biopharma Mereo hasn't exactly set the world on fire since its American depository shares (ADS) made their debut on the Nasdaq stock exchange. Keeping with this theme, the biotech's ADSes have lost approximately 65% of their value since April 2019. This steady downward trend shouldn't scare away aggressive investors, however. Mereo's plunging share price, after all, is more about Mr. Market's well-known impatience with clinical-stage biotechs, rather than the company's underlying value proposition.</p><p><blockquote>自其美国存托股票(ADS)在纳斯达克证券交易所首次亮相以来,总部位于伦敦的生物制药公司Mereo并没有真正引起轰动。与这一主题保持一致,自2019年4月以来,该生物技术公司的ADSE已损失约65%的价值。然而,这种稳定的下降趋势不应吓跑激进的投资者。毕竟,Mereo股价暴跌更多的是市场先生对临床阶段生物技术众所周知的不耐烦,而不是该公司的潜在价值主张。</blockquote></p><p> What's the scoop? Mereo is a small-cap company with six assets under development for both cancer and rare diseases. However, the one drug candidate that could undoubtedly send the company's shares rocketing higher is the anti-TIGIT therapy known as etigilimab. Several major drug companies, such as <b>BeiGene</b>,<b>Bristol Myers Squibb</b>,<b>Merck</b>, and <b>Roche</b>, have anti-TIGIT therapies under development due to their potential to boost the efficacy and durability of cancer immunotherapy treatments in general. Mereo's etigilimab is currently in a combined phase 1/2 basket study to evaluate its utility as part of combination treament, along with Bristol's megablockbuster checkpoint inhibitor Opdivo, for a variety of solid tumors.</p><p><blockquote>有什么独家新闻?Mereo是一家小型公司,拥有六项正在开发的癌症和罕见疾病资产。然而,一种无疑可能推动该公司股价飙升的候选药物是名为etigilimab的抗TIGIT疗法。几大药企,如<b>百济神州</b>,<b>百时美施贵宝</b>,<b>默克</b>,和<b>罗氏</b>由于抗TIGIT疗法通常具有增强癌症免疫疗法的功效和持久性的潜力,因此正在开发抗TIGIT疗法。Mereo的etigilimab目前正在进行一项联合1/2期篮子研究,以评估其作为联合治疗的一部分,与Bristol的megablockbuster检查点抑制剂Opdivo一起用于多种实体瘤。</blockquote></p><p> As things stand now, Mereo's anti-TIGIT candidate is slated to yield top-line data from this basket trial in approximately 18-months from now. During this lengthy interval, however, the drugmaker ought to provide multiple updates on etigilimab's progress, which could turn out to be a series of major catalysts for its share price in the coming months. Another bit of good news is that Mereo's cash runway reportedly extends into 2024. That's key, because it means that the biotech shouldn't have to repeatly tap the public markets for capital over the next year and a half.</p><p><blockquote>就目前情况而言,Mereo的抗TIGIT候选药物预计将在大约18个月后从这项篮子试验中产生顶线数据。然而,在这段漫长的时间间隔内,该制药商应该提供有关etigilimab进展的多项最新信息,这可能会成为未来几个月其股价的一系列主要催化剂。另一个好消息是,据报道Mereo的现金跑道将延伸至2024年。这是关键,因为这意味着生物技术公司不应该在未来一年半内反复利用公开市场获取资本。</blockquote></p><p> What's the downside risk? Mereo's management team has been open about its desire to partner with larger biopharmas. Etigilimab, for its part, could spark either a high dollar licensing agreement or a full-on buyout within the next two years. So a lot is riding on this single experimental drug. Unfortunately, early stage cancer therapies fail more often than not in the clinic. As a failure in this case would weigh heavily on the biotech's share price, potential investors may want to keep any initial position on the small side.</p><p><blockquote>下行风险是什么?Mereo的管理团队一直公开表示希望与大型生物制药公司合作。就Etigilimab而言,它可能会在未来两年内引发高额许可协议或全面收购。所以很大程度上取决于这种单一的实验药物。不幸的是,早期癌症疗法在临床上经常失败。由于这种情况下的失败将严重影响生物技术公司的股价,潜在投资者可能希望将初始头寸保持在较小的水平。</blockquote></p><p> <b>Senseonic: A rising tide lifts all boats</b></p><p><blockquote><b>Senseonic:水涨船高</b></blockquote></p><p> Senseonics' stock is worth a look by ultra-aggressive investors due to its implantable continuous glucose monitoring (CGM) device franchise known as Eversense. The lowdown is that the CGM market has been growing by over 10% <i>per year</i> over the past five years, according to a report by Grand View Research. What's more, this space is forecast to grow by at least 10% per year over the next five years. That's definitely a favorable trend for a small-cap CGM player like Senseonics.</p><p><blockquote>Senseonics的股票值得超级激进的投资者关注,因为它拥有名为Eversense的植入式连续血糖监测(CGM)设备专营权。真相是CGM市场增长超过10%<i>每年</i>根据Grand View Research的一份报告,在过去五年中。更重要的是,该领域预计在未来五年内每年至少增长10%。对于像Senseonics这样的小型CGM参与者来说,这绝对是一个有利的趋势。</blockquote></p><p> So far, Senseonics has only captured a small sliver of this multi-billion dollar medical device market with its Eversense franchise. But the company is hoping to drastically improve its competitive positioning with a potential regulatory approval by the Food and Drug Administration (FDA) for its 180-day version of the Eversense CGM system. The medical device company submitteda regulatory application to the FDA for this proposed product over a year ago. So a decision could come any day now.</p><p><blockquote>到目前为止,Senseonics仅凭借其Eversense特许经营权占领了这个价值数十亿美元的医疗设备市场的一小部分。但该公司希望通过食品和药物管理局(FDA)对其180天版本的Eversense CGM系统的潜在监管批准来大幅提高其竞争地位。该医疗器械公司一年多前就该拟议产品向FDA提交了监管申请。所以现在随时都可能做出决定。</blockquote></p><p></p><p> Why does this FDA approval matter? Senseonics' internal projections have the company's top-line rising at a compound annual growth rate of over 70% over the next five years as a result of this key regulatory nod. The long and short of it is that the current 90-day Eversense CGM system isn't particularly competitive in the U.S. against the market-leading devices from <b>DexCom</b> and <b>Abbott Laboratories</b>, respectively. But this longer-lasting version of the device could cause sales to skyrocket in the coming years.</p><p><blockquote>为什么FDA的批准很重要?Senseonics的内部预测显示,由于这一关键的监管批准,该公司的营收在未来五年内将以超过70%的复合年增长率增长。总而言之,目前的90天Eversense CGM系统在美国与市场领先的设备相比并没有特别的竞争力<b>DexCom</b>和<b>雅培实验室</b>,分别。但这种更耐用的设备版本可能会在未来几年导致销量飙升。</blockquote></p><p> What's the risk? Senseonics is competing in a jam-packed space against a number of well-capitalized medical-device giants. So there is a chance that this long-awaited FDA approval won't spark a parabolic rise in sales. That's not a knock against Senseonics' CGM system, but rather the harsh reality of competing against healthcare companies with vastly superior resources. Investors shouldn't ignore this potential risk factor.</p><p><blockquote>有什么风险?Senseonics正在拥挤的空间中与许多资本雄厚的医疗设备巨头竞争。因此,这一期待已久的FDA批准有可能不会引发销售额的抛物线增长。这并不是对Senseonics CGM系统的打击,而是与拥有极其优越资源的医疗保健公司竞争的残酷现实。投资者不应忽视这一潜在的风险因素。</blockquote></p><p> All told, Senseonics could be on the verge of a game-changing regulatory event that might prove to be a key inflection point for the company's CGM franchise. If true, this medical device company's stock should turn out to be a downright bargain at these levels.</p><p><blockquote>总而言之,Senseonics可能正处于改变游戏规则的监管事件的边缘,这可能会成为该公司CGM特许经营权的一个关键转折点。如果属实,这家医疗器械公司的股票在这些水平上应该会非常便宜。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.fool.com/investing/2021/10/31/2-growth-stocks-that-could-deliver-1000-returns/\">Motley Fool</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SENS":"Senseonics Holdings,Inc.","MREO":"Mereo Biopharma Group Plc"},"source_url":"https://www.fool.com/investing/2021/10/31/2-growth-stocks-that-could-deliver-1000-returns/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164035523","content_text":"Thanks to the ongoing innovation revolutions in both the tech and healthcare sectors, shareholders have been enjoying historic returns on capital over the past decade. For example, the central nervous system disorder drug specialist Axsome Therapeutics, the cancer specialist Exelixis, and the electric car pioneer Tesla have all delivered tenfold returns for investors who bought these names at their low points.\nWhich stocks might be the next Axsome, Exelixis, or Tesla from a growth standpoint? The cancer/rare disease specialist Mereo BioPharma Group(NASDAQ:MREO)and the diabetes-focused medical device company Senseonics Holdings(NYSEMKT:SENS)could both be gearing up for a monstrous run higher soon. In fact, these two low-priced healthcare stocks have a decent shot at generating 1,000%-plus returns for their shareholders within the next two to three years.\nHere's a brief overview on the risks and potential rewards associated with each of these promising growth vehicles.\nMereo BioPharma: A bet on the future of immunotherapy\nThe London-based biopharma Mereo hasn't exactly set the world on fire since its American depository shares (ADS) made their debut on the Nasdaq stock exchange. Keeping with this theme, the biotech's ADSes have lost approximately 65% of their value since April 2019. This steady downward trend shouldn't scare away aggressive investors, however. Mereo's plunging share price, after all, is more about Mr. Market's well-known impatience with clinical-stage biotechs, rather than the company's underlying value proposition.\nWhat's the scoop? Mereo is a small-cap company with six assets under development for both cancer and rare diseases. However, the one drug candidate that could undoubtedly send the company's shares rocketing higher is the anti-TIGIT therapy known as etigilimab. Several major drug companies, such as BeiGene,Bristol Myers Squibb,Merck, and Roche, have anti-TIGIT therapies under development due to their potential to boost the efficacy and durability of cancer immunotherapy treatments in general. Mereo's etigilimab is currently in a combined phase 1/2 basket study to evaluate its utility as part of combination treament, along with Bristol's megablockbuster checkpoint inhibitor Opdivo, for a variety of solid tumors.\nAs things stand now, Mereo's anti-TIGIT candidate is slated to yield top-line data from this basket trial in approximately 18-months from now. During this lengthy interval, however, the drugmaker ought to provide multiple updates on etigilimab's progress, which could turn out to be a series of major catalysts for its share price in the coming months. Another bit of good news is that Mereo's cash runway reportedly extends into 2024. That's key, because it means that the biotech shouldn't have to repeatly tap the public markets for capital over the next year and a half.\nWhat's the downside risk? Mereo's management team has been open about its desire to partner with larger biopharmas. Etigilimab, for its part, could spark either a high dollar licensing agreement or a full-on buyout within the next two years. So a lot is riding on this single experimental drug. Unfortunately, early stage cancer therapies fail more often than not in the clinic. As a failure in this case would weigh heavily on the biotech's share price, potential investors may want to keep any initial position on the small side.\nSenseonic: A rising tide lifts all boats\nSenseonics' stock is worth a look by ultra-aggressive investors due to its implantable continuous glucose monitoring (CGM) device franchise known as Eversense. The lowdown is that the CGM market has been growing by over 10% per year over the past five years, according to a report by Grand View Research. What's more, this space is forecast to grow by at least 10% per year over the next five years. That's definitely a favorable trend for a small-cap CGM player like Senseonics.\nSo far, Senseonics has only captured a small sliver of this multi-billion dollar medical device market with its Eversense franchise. But the company is hoping to drastically improve its competitive positioning with a potential regulatory approval by the Food and Drug Administration (FDA) for its 180-day version of the Eversense CGM system. The medical device company submitteda regulatory application to the FDA for this proposed product over a year ago. So a decision could come any day now.\nWhy does this FDA approval matter? Senseonics' internal projections have the company's top-line rising at a compound annual growth rate of over 70% over the next five years as a result of this key regulatory nod. The long and short of it is that the current 90-day Eversense CGM system isn't particularly competitive in the U.S. against the market-leading devices from DexCom and Abbott Laboratories, respectively. But this longer-lasting version of the device could cause sales to skyrocket in the coming years.\nWhat's the risk? Senseonics is competing in a jam-packed space against a number of well-capitalized medical-device giants. So there is a chance that this long-awaited FDA approval won't spark a parabolic rise in sales. That's not a knock against Senseonics' CGM system, but rather the harsh reality of competing against healthcare companies with vastly superior resources. Investors shouldn't ignore this potential risk factor.\nAll told, Senseonics could be on the verge of a game-changing regulatory event that might prove to be a key inflection point for the company's CGM franchise. If true, this medical device company's stock should turn out to be a downright bargain at these levels.","news_type":1,"symbols_score_info":{"SENS":0.9,"MREO":0.9}},"isVote":1,"tweetType":1,"viewCount":1968,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":855675274,"gmtCreate":1635376077421,"gmtModify":1635377492074,"author":{"id":"4094824274303910","authorId":"4094824274303910","name":"jochen","avatar":"https://static.tigerbbs.com/5c1f2c08c8fd5f34bc708bc9415c25c1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094824274303910","authorIdStr":"4094824274303910"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/855675274","repostId":"2178040924","repostType":4,"isVote":1,"tweetType":1,"viewCount":1576,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":855676791,"gmtCreate":1635375994092,"gmtModify":1635377489730,"author":{"id":"4094824274303910","authorId":"4094824274303910","name":"jochen","avatar":"https://static.tigerbbs.com/5c1f2c08c8fd5f34bc708bc9415c25c1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094824274303910","authorIdStr":"4094824274303910"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/855676791","repostId":"2178287265","repostType":4,"isVote":1,"tweetType":1,"viewCount":2022,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":859565921,"gmtCreate":1634713311188,"gmtModify":1634713397186,"author":{"id":"4094824274303910","authorId":"4094824274303910","name":"jochen","avatar":"https://static.tigerbbs.com/5c1f2c08c8fd5f34bc708bc9415c25c1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094824274303910","authorIdStr":"4094824274303910"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/859565921","repostId":"1123194504","repostType":4,"repost":{"id":"1123194504","kind":"news","pubTimestamp":1634699967,"share":"https://www.laohu8.com/m/news/1123194504?lang=zh_CN&edition=full","pubTime":"2021-10-20 11:19","market":"us","language":"en","title":"What actually happened during GameStop mania?<blockquote>游戏驿站狂热期间到底发生了什么?</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1123194504","media":"CNN Business","summary":"London (CNN Business) - In late January, there was one question on the minds of investors: How did a","content":"<p><b>London (CNN Business) - </b>In late January, there was one question on the minds of investors: How did a struggling mall-based video game retailer became Wall Street's hottest stock, seemingly overnight?</p><p><blockquote><b>伦敦(CNN商业)——</b>一月底,投资者心中有一个问题:一家陷入困境的购物中心视频游戏零售商如何在一夜之间成为华尔街最热门的股票?</blockquote></p><p> Now, after months of research, the industry's top regulator has answers — and its findings could pave the way for major reforms to how financial markets function as amateur traders remain a powerful force.</p><p><blockquote>现在,经过数月的研究,该行业的最高监管机构已经找到了答案——其研究结果可能为金融市场如何运作的重大改革铺平道路,因为业余交易者仍然是一股强大的力量。</blockquote></p><p> What's happening: The US Securities and Exchange Commission just released a44-page reportexaminingGameStop(GME)mania, the early 2021 phenomenon in which the company's shares, plugged by enthusiasts on social media, rocketed about 2,700% in a matter of weeks.</p><p><blockquote>正在发生的事情:美国证券交易委员会刚刚发布了一份长达44页的报告,审查GameStop(GME)狂热,这是2021年初的一种现象,该公司的股价在社交媒体上受到爱好者的炒作,在几周内飙升了约2,700%。</blockquote></p><p> Other companies, including movie theater chain AMC Entertainment(AMC), electronics company Koss(KOSS) and clothing chain Express(EXPR), also logged astronomical gains as online hype reached a fever pitch.</p><p><blockquote>随着网络炒作达到白热化,连锁影院AMC院线(AMC)、电子公司科斯(KOSS)和服装连锁店Express(EXPR)等其他公司也录得天文数字的涨幅。</blockquote></p><p> The report is full of interesting findings about the so-called \"meme stock\" craze. Here are some of the highlights.</p><p><blockquote>该报告充满了关于所谓“模因股票”热潮的有趣发现。以下是一些亮点。</blockquote></p><p> It really was wild.The SEC found that the number of unique accounts trading GameStop on a given day rose to nearly 900,000 by Jan. 27, up from fewer than 10,000 at the beginning of the month.</p><p><blockquote>真的很疯狂。SEC发现,截至1月27日,某一天交易游戏驿站的独立账户数量从本月初的不到10,000个增至近90万个。</blockquote></p><p> And the volume of stock changing hands was massive. Between Jan. 13 and Jan. 29, an average of 100 million GameStop shares were traded per day, up 1,400% from the 2020 average.</p><p><blockquote>股票易手量巨大。1月13日至1月29日期间,游戏驿站股票平均每天交易量为1亿股,较2020年平均水平增长1,400%。</blockquote></p><p> The action wasn't just limited to GameStop. More than 100 stocks \"experienced large price moves or increased trading volume that significantly exceeded broader market movements,\" the SEC said.</p><p><blockquote>这一行动不仅限于游戏驿站。SEC表示,100多只股票“经历了大幅价格波动或交易量增加,大大超过了大盘波动”。</blockquote></p><p> Some theories were off. One reason GameStop generated so much attention was because it fit a compelling David versus Goliath narrative, in which a band of renegade traders coordinating on platforms like Reddit successfully took on big hedge funds that had placed bets against GameStop. When the company's share price rose dramatically, those hedge funds allegedly had to buy stock in the company to cover their positions, triggering even bigger gains.</p><p><blockquote>有些理论被搁置。游戏驿站引起如此多关注的原因之一是,它符合引人注目的大卫与歌利亚的叙事,其中一群叛逆的交易员在Reddit等平台上协调,成功地对抗了做空游戏驿站的大型对冲基金。据称,当该公司股价大幅上涨时,这些对冲基金不得不购买该公司的股票来补仓,从而引发更大的涨幅。</blockquote></p><p> That did happen. But the SEC found that \"such buying was a small fraction of overall buy volume,\" and that it was \"positive sentiment, not the buying-to-cover, that sustained the weeks-long price appreciation of GameStop stock.\"</p><p><blockquote>确实发生了。但美国证券交易委员会发现,“此类购买仅占总体购买量的一小部分”,并且“积极情绪,而不是买入对冲,维持了游戏驿站股票长达数周的价格上涨。”</blockquote></p><p> Robinhood is under the microscope. The SEC thinks regulators should take a closer look at how popular trading apps function. That could put pressure on the company, which went public in July.</p><p><blockquote>罗宾汉在显微镜下。美国证券交易委员会认为监管机构应该仔细研究流行交易应用程序的运作方式。这可能会给该公司带来压力,该公司于7月上市。</blockquote></p><p> \"Consideration should be given to whether game-like features and celebratory animations that are likely intended to create positive feedback from trading lead investors to trade more than they would otherwise,\" the report said.</p><p><blockquote>报告称:“应该考虑可能旨在从交易中创造积极反馈的类似游戏的功能和庆祝动画是否会导致投资者进行比其他方式更多的交易。”</blockquote></p><p> The SEC also said the practice at the center of Robinhood's business model, known as \"payment for order flow,\" could compel the company to find \"novel ways to increase customer trading.\"</p><p><blockquote>SEC还表示,Robinhood商业模式的核心做法,即“订单流支付”,可能会迫使该公司寻找“增加客户交易的新方法”。</blockquote></p><p> When an investor places an order to buy a stock on its app, Robinhood routes the order to a market maker like Citadel Securities, which then handles execution — and pays Robinhood for that privilege. SEC Chair Gary Gensler has previously indicated he's skeptical of payment for order flow.</p><p><blockquote>当投资者在其应用程序上下单购买股票时,Robinhood会将订单发送给Citadel Securities等做市商,然后由该做市商处理执行,并向Robinhood支付该特权费用。SEC主席加里·詹斯勒(Gary Gensler)此前曾表示,他对订单流的支付持怀疑态度。</blockquote></p><p> Big picture: The report didn't include specific policy recommendations. But it could help Gensler's SEC eventually make changes to how markets function.</p><p><blockquote>大图:该报告没有包括具体的政策建议。但它可以帮助Gensler的SEC最终改变市场的运作方式。</blockquote></p><p> \"January's events gave us an opportunity to consider how we can further our efforts to make the equity markets as fair, orderly and efficient as possible,\" Gensler, who was nominated by President Joe Biden, said in a statement Monday.</p><p><blockquote>由总统乔·拜登提名的詹斯勒周一在一份声明中表示:“一月份的事件让我们有机会考虑如何进一步努力,使股市尽可能公平、有序和高效。”</blockquote></p><p> But SEC Commissioners Hester Peirce and Elad Roisman, who are Republican appointees, said in a separate statement that the report went too far.</p><p><blockquote>但共和党任命的SEC委员赫斯特·皮尔斯和埃拉德·罗斯曼在另一份声明中表示,该报告走得太远了。</blockquote></p><p> \"In the wake of an anomalous market event, it can be tempting to identify a convenient scapegoat and leverage the event to pursue regulatory actions without regard to the factual record,\" they said, adding that the report, \"finds no causal connection between the meme stock volatility\" and a practice such as payment for order flow \"that has drawn recent popular attention.\"</p><p><blockquote>他们表示:“在异常市场事件发生后,人们很容易找到一个方便的替罪羊,并利用该事件采取监管行动,而不考虑事实记录。”他们补充说,该报告“没有发现两者之间存在因果关系”。模因股票波动”和“为订单流付费”等做法“最近引起了广泛关注”。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhat actually happened during GameStop mania?<blockquote>游戏驿站狂热期间到底发生了什么?</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">CNN Business</strong><span class=\"h-time small\">2021-10-20 11:19</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>London (CNN Business) - </b>In late January, there was one question on the minds of investors: How did a struggling mall-based video game retailer became Wall Street's hottest stock, seemingly overnight?</p><p><blockquote><b>伦敦(CNN商业)——</b>一月底,投资者心中有一个问题:一家陷入困境的购物中心视频游戏零售商如何在一夜之间成为华尔街最热门的股票?</blockquote></p><p> Now, after months of research, the industry's top regulator has answers — and its findings could pave the way for major reforms to how financial markets function as amateur traders remain a powerful force.</p><p><blockquote>现在,经过数月的研究,该行业的最高监管机构已经找到了答案——其研究结果可能为金融市场如何运作的重大改革铺平道路,因为业余交易者仍然是一股强大的力量。</blockquote></p><p> What's happening: The US Securities and Exchange Commission just released a44-page reportexaminingGameStop(GME)mania, the early 2021 phenomenon in which the company's shares, plugged by enthusiasts on social media, rocketed about 2,700% in a matter of weeks.</p><p><blockquote>正在发生的事情:美国证券交易委员会刚刚发布了一份长达44页的报告,审查GameStop(GME)狂热,这是2021年初的一种现象,该公司的股价在社交媒体上受到爱好者的炒作,在几周内飙升了约2,700%。</blockquote></p><p> Other companies, including movie theater chain AMC Entertainment(AMC), electronics company Koss(KOSS) and clothing chain Express(EXPR), also logged astronomical gains as online hype reached a fever pitch.</p><p><blockquote>随着网络炒作达到白热化,连锁影院AMC院线(AMC)、电子公司科斯(KOSS)和服装连锁店Express(EXPR)等其他公司也录得天文数字的涨幅。</blockquote></p><p> The report is full of interesting findings about the so-called \"meme stock\" craze. Here are some of the highlights.</p><p><blockquote>该报告充满了关于所谓“模因股票”热潮的有趣发现。以下是一些亮点。</blockquote></p><p> It really was wild.The SEC found that the number of unique accounts trading GameStop on a given day rose to nearly 900,000 by Jan. 27, up from fewer than 10,000 at the beginning of the month.</p><p><blockquote>真的很疯狂。SEC发现,截至1月27日,某一天交易游戏驿站的独立账户数量从本月初的不到10,000个增至近90万个。</blockquote></p><p> And the volume of stock changing hands was massive. Between Jan. 13 and Jan. 29, an average of 100 million GameStop shares were traded per day, up 1,400% from the 2020 average.</p><p><blockquote>股票易手量巨大。1月13日至1月29日期间,游戏驿站股票平均每天交易量为1亿股,较2020年平均水平增长1,400%。</blockquote></p><p> The action wasn't just limited to GameStop. More than 100 stocks \"experienced large price moves or increased trading volume that significantly exceeded broader market movements,\" the SEC said.</p><p><blockquote>这一行动不仅限于游戏驿站。SEC表示,100多只股票“经历了大幅价格波动或交易量增加,大大超过了大盘波动”。</blockquote></p><p> Some theories were off. One reason GameStop generated so much attention was because it fit a compelling David versus Goliath narrative, in which a band of renegade traders coordinating on platforms like Reddit successfully took on big hedge funds that had placed bets against GameStop. When the company's share price rose dramatically, those hedge funds allegedly had to buy stock in the company to cover their positions, triggering even bigger gains.</p><p><blockquote>有些理论被搁置。游戏驿站引起如此多关注的原因之一是,它符合引人注目的大卫与歌利亚的叙事,其中一群叛逆的交易员在Reddit等平台上协调,成功地对抗了做空游戏驿站的大型对冲基金。据称,当该公司股价大幅上涨时,这些对冲基金不得不购买该公司的股票来补仓,从而引发更大的涨幅。</blockquote></p><p> That did happen. But the SEC found that \"such buying was a small fraction of overall buy volume,\" and that it was \"positive sentiment, not the buying-to-cover, that sustained the weeks-long price appreciation of GameStop stock.\"</p><p><blockquote>确实发生了。但美国证券交易委员会发现,“此类购买仅占总体购买量的一小部分”,并且“积极情绪,而不是买入对冲,维持了游戏驿站股票长达数周的价格上涨。”</blockquote></p><p> Robinhood is under the microscope. The SEC thinks regulators should take a closer look at how popular trading apps function. That could put pressure on the company, which went public in July.</p><p><blockquote>罗宾汉在显微镜下。美国证券交易委员会认为监管机构应该仔细研究流行交易应用程序的运作方式。这可能会给该公司带来压力,该公司于7月上市。</blockquote></p><p> \"Consideration should be given to whether game-like features and celebratory animations that are likely intended to create positive feedback from trading lead investors to trade more than they would otherwise,\" the report said.</p><p><blockquote>报告称:“应该考虑可能旨在从交易中创造积极反馈的类似游戏的功能和庆祝动画是否会导致投资者进行比其他方式更多的交易。”</blockquote></p><p> The SEC also said the practice at the center of Robinhood's business model, known as \"payment for order flow,\" could compel the company to find \"novel ways to increase customer trading.\"</p><p><blockquote>SEC还表示,Robinhood商业模式的核心做法,即“订单流支付”,可能会迫使该公司寻找“增加客户交易的新方法”。</blockquote></p><p> When an investor places an order to buy a stock on its app, Robinhood routes the order to a market maker like Citadel Securities, which then handles execution — and pays Robinhood for that privilege. SEC Chair Gary Gensler has previously indicated he's skeptical of payment for order flow.</p><p><blockquote>当投资者在其应用程序上下单购买股票时,Robinhood会将订单发送给Citadel Securities等做市商,然后由该做市商处理执行,并向Robinhood支付该特权费用。SEC主席加里·詹斯勒(Gary Gensler)此前曾表示,他对订单流的支付持怀疑态度。</blockquote></p><p> Big picture: The report didn't include specific policy recommendations. But it could help Gensler's SEC eventually make changes to how markets function.</p><p><blockquote>大图:该报告没有包括具体的政策建议。但它可以帮助Gensler的SEC最终改变市场的运作方式。</blockquote></p><p> \"January's events gave us an opportunity to consider how we can further our efforts to make the equity markets as fair, orderly and efficient as possible,\" Gensler, who was nominated by President Joe Biden, said in a statement Monday.</p><p><blockquote>由总统乔·拜登提名的詹斯勒周一在一份声明中表示:“一月份的事件让我们有机会考虑如何进一步努力,使股市尽可能公平、有序和高效。”</blockquote></p><p> But SEC Commissioners Hester Peirce and Elad Roisman, who are Republican appointees, said in a separate statement that the report went too far.</p><p><blockquote>但共和党任命的SEC委员赫斯特·皮尔斯和埃拉德·罗斯曼在另一份声明中表示,该报告走得太远了。</blockquote></p><p> \"In the wake of an anomalous market event, it can be tempting to identify a convenient scapegoat and leverage the event to pursue regulatory actions without regard to the factual record,\" they said, adding that the report, \"finds no causal connection between the meme stock volatility\" and a practice such as payment for order flow \"that has drawn recent popular attention.\"</p><p><blockquote>他们表示:“在异常市场事件发生后,人们很容易找到一个方便的替罪羊,并利用该事件采取监管行动,而不考虑事实记录。”他们补充说,该报告“没有发现两者之间存在因果关系”。模因股票波动”和“为订单流付费”等做法“最近引起了广泛关注”。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://edition.cnn.com/2021/10/19/investing/premarket-stocks-trading/index.html\">CNN Business</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GME":"游戏驿站"},"source_url":"https://edition.cnn.com/2021/10/19/investing/premarket-stocks-trading/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123194504","content_text":"London (CNN Business) - In late January, there was one question on the minds of investors: How did a struggling mall-based video game retailer became Wall Street's hottest stock, seemingly overnight?\nNow, after months of research, the industry's top regulator has answers — and its findings could pave the way for major reforms to how financial markets function as amateur traders remain a powerful force.\nWhat's happening: The US Securities and Exchange Commission just released a44-page reportexaminingGameStop(GME)mania, the early 2021 phenomenon in which the company's shares, plugged by enthusiasts on social media, rocketed about 2,700% in a matter of weeks.\nOther companies, including movie theater chain AMC Entertainment(AMC), electronics company Koss(KOSS) and clothing chain Express(EXPR), also logged astronomical gains as online hype reached a fever pitch.\nThe report is full of interesting findings about the so-called \"meme stock\" craze. Here are some of the highlights.\nIt really was wild.The SEC found that the number of unique accounts trading GameStop on a given day rose to nearly 900,000 by Jan. 27, up from fewer than 10,000 at the beginning of the month.\nAnd the volume of stock changing hands was massive. Between Jan. 13 and Jan. 29, an average of 100 million GameStop shares were traded per day, up 1,400% from the 2020 average.\nThe action wasn't just limited to GameStop. More than 100 stocks \"experienced large price moves or increased trading volume that significantly exceeded broader market movements,\" the SEC said.\nSome theories were off. One reason GameStop generated so much attention was because it fit a compelling David versus Goliath narrative, in which a band of renegade traders coordinating on platforms like Reddit successfully took on big hedge funds that had placed bets against GameStop. When the company's share price rose dramatically, those hedge funds allegedly had to buy stock in the company to cover their positions, triggering even bigger gains.\nThat did happen. But the SEC found that \"such buying was a small fraction of overall buy volume,\" and that it was \"positive sentiment, not the buying-to-cover, that sustained the weeks-long price appreciation of GameStop stock.\"\nRobinhood is under the microscope. The SEC thinks regulators should take a closer look at how popular trading apps function. That could put pressure on the company, which went public in July.\n\"Consideration should be given to whether game-like features and celebratory animations that are likely intended to create positive feedback from trading lead investors to trade more than they would otherwise,\" the report said.\nThe SEC also said the practice at the center of Robinhood's business model, known as \"payment for order flow,\" could compel the company to find \"novel ways to increase customer trading.\"\nWhen an investor places an order to buy a stock on its app, Robinhood routes the order to a market maker like Citadel Securities, which then handles execution — and pays Robinhood for that privilege. SEC Chair Gary Gensler has previously indicated he's skeptical of payment for order flow.\nBig picture: The report didn't include specific policy recommendations. But it could help Gensler's SEC eventually make changes to how markets function.\n\"January's events gave us an opportunity to consider how we can further our efforts to make the equity markets as fair, orderly and efficient as possible,\" Gensler, who was nominated by President Joe Biden, said in a statement Monday.\nBut SEC Commissioners Hester Peirce and Elad Roisman, who are Republican appointees, said in a separate statement that the report went too far.\n\"In the wake of an anomalous market event, it can be tempting to identify a convenient scapegoat and leverage the event to pursue regulatory actions without regard to the factual record,\" they said, adding that the report, \"finds no causal connection between the meme stock volatility\" and a practice such as payment for order flow \"that has drawn recent popular attention.\"","news_type":1,"symbols_score_info":{"GME":0.9}},"isVote":1,"tweetType":1,"viewCount":1909,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":824901037,"gmtCreate":1634266143576,"gmtModify":1634274409911,"author":{"id":"4094824274303910","authorId":"4094824274303910","name":"jochen","avatar":"https://static.tigerbbs.com/5c1f2c08c8fd5f34bc708bc9415c25c1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094824274303910","authorIdStr":"4094824274303910"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/824901037","repostId":"2175118949","repostType":4,"isVote":1,"tweetType":1,"viewCount":2485,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":825032444,"gmtCreate":1634176814415,"gmtModify":1634176814486,"author":{"id":"4094824274303910","authorId":"4094824274303910","name":"jochen","avatar":"https://static.tigerbbs.com/5c1f2c08c8fd5f34bc708bc9415c25c1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094824274303910","authorIdStr":"4094824274303910"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/825032444","repostId":"1123802574","repostType":4,"repost":{"id":"1123802574","kind":"news","pubTimestamp":1634171544,"share":"https://www.laohu8.com/m/news/1123802574?lang=zh_CN&edition=full","pubTime":"2021-10-14 08:32","market":"sg","language":"en","title":"Singapore's central bank tightens policy in surprise move<blockquote>新加坡央行出人意料地收紧政策</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1123802574","media":"Reuters","summary":"SINGAPORE, Oct 14 (Reuters) - Singapore's central bank unexpectedly tightened its monetary policy on","content":"<p>SINGAPORE, Oct 14 (Reuters) - Singapore's central bank unexpectedly tightened its monetary policy on Thursday, saying the move will ensure price stability over the medium-term.</p><p><blockquote>路透新加坡10月14日-新加坡央行周四意外收紧货币政策,称此举将确保中期物价稳定。</blockquote></p><p> The Monetary Authority of Singapore (MAS) manages monetary policy through exchange rate settings, rather than interest rates, letting the Singapore dollar rise or fall against the currencies of its main trading partners within an undisclosed band.</p><p><blockquote>新加坡金融管理局(MAS)通过汇率设置而不是利率来管理货币政策,让新加坡元兑其主要贸易伙伴的货币在一个未披露的区间内上涨或下跌。</blockquote></p><p> It adjusts its policy via three levers: the slope, mid-point and width of the policy band, known as the Nominal Effective Exchange Rate, or S$NEER.</p><p><blockquote>它通过三个杠杆调整政策:政策区间的斜率、中点和宽度,即名义有效汇率,或新元。</blockquote></p><p> The MAS said on Thursday it would raise slightly the slope of the policy band, from zero percent previously. The width of the band and the level at which it is centred will be unchanged, it said.</p><p><blockquote>新加坡金融管理局周四表示,将略微提高政策区间的斜率,此前为零。它说,波段的宽度和中心水平将保持不变。</blockquote></p><p> \"This appreciation path for the S$NEER policy band will ensure price stability over the medium term while recognising the risks to the economic recovery,\" the MAS said in its statement. It said core inflation is expected to rise to 1–2% next year, and close to 2% in the medium-term.</p><p><blockquote>金管局在声明中表示:“新元NEER政策区间的升值路径将确保中期价格稳定,同时认识到经济复苏的风险。”它表示,预计明年核心通胀率将升至1-2%,中期接近2%。</blockquote></p><p> The Singapore dollar jumped about 0.3% after the announcement to hit a three-week high of S$1.3475 per dollar.</p><p><blockquote>消息公布后,新加坡元上涨约0.3%,触及1美元兑1.3475新元的三周高点。</blockquote></p><p> Eleven of 13 economists polled by Reuters had forecast the MAS would keep its policy unchanged, while only two had expected a slight tightening.</p><p><blockquote>路透社调查的13位经济学家中,有11位预测金管局将维持政策不变,只有两位预计会略有收紧。</blockquote></p><p> \"The economic and inflation assessment sounds definitely more sanguine for 2022 and it looks like they are focusing on cost pressures including labour costs, both domestic and imported,\" said Selena Ling, Head of Treasury Research & Strategy, OCBC Bank.</p><p><blockquote>华侨银行资金研究与策略主管Selena Ling表示:“2022年的经济和通胀评估听起来肯定更加乐观,看起来他们正在关注成本压力,包括国内和进口劳动力成本。”</blockquote></p><p> \"Also surprising is that they have dropped all the caveats about downside risks apart from a brief phrase on the emergence of a vaccine-resistant virus strain or severe global economic stresses.\"</p><p><blockquote>“同样令人惊讶的是,除了关于出现疫苗耐药性病毒株或严重全球经济压力的简短措辞外,他们放弃了所有有关下行风险的警告。”</blockquote></p><p> Separate preliminary data on Thursday showed Singapore's economy grew 6.5% in the third quarter, broadly in line with economists' forecast.</p><p><blockquote>周四公布的另一份初步数据显示,新加坡第三季度经济增长6.5%,基本符合经济学家的预测。</blockquote></p><p> The MAS said GDP growth was expected to be 6–7% this year and register a slower but still-above trend pace in 2022.</p><p><blockquote>MAS表示,预计今年GDP增长为6-7%,2022年增速放缓,但仍高于趋势水平。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Singapore's central bank tightens policy in surprise move<blockquote>新加坡央行出人意料地收紧政策</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSingapore's central bank tightens policy in surprise move<blockquote>新加坡央行出人意料地收紧政策</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-10-14 08:32</span>\n</p>\n</h4>\n</header>\n<article>\n<p>SINGAPORE, Oct 14 (Reuters) - Singapore's central bank unexpectedly tightened its monetary policy on Thursday, saying the move will ensure price stability over the medium-term.</p><p><blockquote>路透新加坡10月14日-新加坡央行周四意外收紧货币政策,称此举将确保中期物价稳定。</blockquote></p><p> The Monetary Authority of Singapore (MAS) manages monetary policy through exchange rate settings, rather than interest rates, letting the Singapore dollar rise or fall against the currencies of its main trading partners within an undisclosed band.</p><p><blockquote>新加坡金融管理局(MAS)通过汇率设置而不是利率来管理货币政策,让新加坡元兑其主要贸易伙伴的货币在一个未披露的区间内上涨或下跌。</blockquote></p><p> It adjusts its policy via three levers: the slope, mid-point and width of the policy band, known as the Nominal Effective Exchange Rate, or S$NEER.</p><p><blockquote>它通过三个杠杆调整政策:政策区间的斜率、中点和宽度,即名义有效汇率,或新元。</blockquote></p><p> The MAS said on Thursday it would raise slightly the slope of the policy band, from zero percent previously. The width of the band and the level at which it is centred will be unchanged, it said.</p><p><blockquote>新加坡金融管理局周四表示,将略微提高政策区间的斜率,此前为零。它说,波段的宽度和中心水平将保持不变。</blockquote></p><p> \"This appreciation path for the S$NEER policy band will ensure price stability over the medium term while recognising the risks to the economic recovery,\" the MAS said in its statement. It said core inflation is expected to rise to 1–2% next year, and close to 2% in the medium-term.</p><p><blockquote>金管局在声明中表示:“新元NEER政策区间的升值路径将确保中期价格稳定,同时认识到经济复苏的风险。”它表示,预计明年核心通胀率将升至1-2%,中期接近2%。</blockquote></p><p> The Singapore dollar jumped about 0.3% after the announcement to hit a three-week high of S$1.3475 per dollar.</p><p><blockquote>消息公布后,新加坡元上涨约0.3%,触及1美元兑1.3475新元的三周高点。</blockquote></p><p> Eleven of 13 economists polled by Reuters had forecast the MAS would keep its policy unchanged, while only two had expected a slight tightening.</p><p><blockquote>路透社调查的13位经济学家中,有11位预测金管局将维持政策不变,只有两位预计会略有收紧。</blockquote></p><p> \"The economic and inflation assessment sounds definitely more sanguine for 2022 and it looks like they are focusing on cost pressures including labour costs, both domestic and imported,\" said Selena Ling, Head of Treasury Research & Strategy, OCBC Bank.</p><p><blockquote>华侨银行资金研究与策略主管Selena Ling表示:“2022年的经济和通胀评估听起来肯定更加乐观,看起来他们正在关注成本压力,包括国内和进口劳动力成本。”</blockquote></p><p> \"Also surprising is that they have dropped all the caveats about downside risks apart from a brief phrase on the emergence of a vaccine-resistant virus strain or severe global economic stresses.\"</p><p><blockquote>“同样令人惊讶的是,除了关于出现疫苗耐药性病毒株或严重全球经济压力的简短措辞外,他们放弃了所有有关下行风险的警告。”</blockquote></p><p> Separate preliminary data on Thursday showed Singapore's economy grew 6.5% in the third quarter, broadly in line with economists' forecast.</p><p><blockquote>周四公布的另一份初步数据显示,新加坡第三季度经济增长6.5%,基本符合经济学家的预测。</blockquote></p><p> The MAS said GDP growth was expected to be 6–7% this year and register a slower but still-above trend pace in 2022.</p><p><blockquote>MAS表示,预计今年GDP增长为6-7%,2022年增速放缓,但仍高于趋势水平。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.reuters.com/world/asia-pacific/singapore-central-bank-tightens-policy-surprise-move-2021-10-14/\">Reuters</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STI.SI":"富时新加坡海峡指数"},"source_url":"https://www.reuters.com/world/asia-pacific/singapore-central-bank-tightens-policy-surprise-move-2021-10-14/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123802574","content_text":"SINGAPORE, Oct 14 (Reuters) - Singapore's central bank unexpectedly tightened its monetary policy on Thursday, saying the move will ensure price stability over the medium-term.\nThe Monetary Authority of Singapore (MAS) manages monetary policy through exchange rate settings, rather than interest rates, letting the Singapore dollar rise or fall against the currencies of its main trading partners within an undisclosed band.\nIt adjusts its policy via three levers: the slope, mid-point and width of the policy band, known as the Nominal Effective Exchange Rate, or S$NEER.\nThe MAS said on Thursday it would raise slightly the slope of the policy band, from zero percent previously. The width of the band and the level at which it is centred will be unchanged, it said.\n\"This appreciation path for the S$NEER policy band will ensure price stability over the medium term while recognising the risks to the economic recovery,\" the MAS said in its statement. It said core inflation is expected to rise to 1–2% next year, and close to 2% in the medium-term.\nThe Singapore dollar jumped about 0.3% after the announcement to hit a three-week high of S$1.3475 per dollar.\nEleven of 13 economists polled by Reuters had forecast the MAS would keep its policy unchanged, while only two had expected a slight tightening.\n\"The economic and inflation assessment sounds definitely more sanguine for 2022 and it looks like they are focusing on cost pressures including labour costs, both domestic and imported,\" said Selena Ling, Head of Treasury Research & Strategy, OCBC Bank.\n\"Also surprising is that they have dropped all the caveats about downside risks apart from a brief phrase on the emergence of a vaccine-resistant virus strain or severe global economic stresses.\"\nSeparate preliminary data on Thursday showed Singapore's economy grew 6.5% in the third quarter, broadly in line with economists' forecast.\nThe MAS said GDP growth was expected to be 6–7% this year and register a slower but still-above trend pace in 2022.","news_type":1,"symbols_score_info":{"STI.SI":0.9}},"isVote":1,"tweetType":1,"viewCount":2150,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":822396723,"gmtCreate":1634089540086,"gmtModify":1634089540241,"author":{"id":"4094824274303910","authorId":"4094824274303910","name":"jochen","avatar":"https://static.tigerbbs.com/5c1f2c08c8fd5f34bc708bc9415c25c1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094824274303910","authorIdStr":"4094824274303910"},"themes":[],"htmlText":"Woah","listText":"Woah","text":"Woah","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/822396723","repostId":"1189203328","repostType":4,"repost":{"id":"1189203328","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1634087217,"share":"https://www.laohu8.com/m/news/1189203328?lang=zh_CN&edition=full","pubTime":"2021-10-13 09:06","market":"hk","language":"en","title":"Hong Kong stock exchange cancels morning trading session due to typhoon<blockquote>港交所因台风取消早盘交易时段</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1189203328","media":"Tiger Newspress","summary":"Hong Kong stock exchange cancels morning trading session due to typhoon.\nStorm warning signal No. 8,","content":"<p>Hong Kong stock exchange cancels morning trading session due to typhoon.</p><p><blockquote>港交所因台风取消早盘交易时段。</blockquote></p><p> Storm warning signal No. 8, the third-highest on its scale, will remain in force before noon, according to the Hong Kong Observatory. Kompasu, which was about 370 kilometers (230 miles) south-southwest of the city at 7 a.m. local time, is forecast to move west at about 25 kilometers an hour toward China’s Hainan Island, it said on its website.</p><p><blockquote>据香港天文台称,八号风暴警告信号是其级别的第三高信号,将在中午之前继续生效。该公司在其网站上表示,当地时间早上7点,康帕苏位于该市西南偏南约370公里(230英里)处,预计将以每小时约25公里的速度向西移动,向中国海南岛移动。</blockquote></p><p> It is likely that securities trading, including the Hong Kong-China stock connect and derivatives market, will be affected for the whole of Wednesday. If the weather warning isn’t lowered before noon, the entire day’s trading will be abandoned.</p><p><blockquote>很可能整个周三证券交易,包括港股通和衍生品市场都将受到影响。如果天气警告在中午之前没有降低,全天的交易将被放弃。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Hong Kong stock exchange cancels morning trading session due to typhoon<blockquote>港交所因台风取消早盘交易时段</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHong Kong stock exchange cancels morning trading session due to typhoon<blockquote>港交所因台风取消早盘交易时段</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-10-13 09:06</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Hong Kong stock exchange cancels morning trading session due to typhoon.</p><p><blockquote>港交所因台风取消早盘交易时段。</blockquote></p><p> Storm warning signal No. 8, the third-highest on its scale, will remain in force before noon, according to the Hong Kong Observatory. Kompasu, which was about 370 kilometers (230 miles) south-southwest of the city at 7 a.m. local time, is forecast to move west at about 25 kilometers an hour toward China’s Hainan Island, it said on its website.</p><p><blockquote>据香港天文台称,八号风暴警告信号是其级别的第三高信号,将在中午之前继续生效。该公司在其网站上表示,当地时间早上7点,康帕苏位于该市西南偏南约370公里(230英里)处,预计将以每小时约25公里的速度向西移动,向中国海南岛移动。</blockquote></p><p> It is likely that securities trading, including the Hong Kong-China stock connect and derivatives market, will be affected for the whole of Wednesday. If the weather warning isn’t lowered before noon, the entire day’s trading will be abandoned.</p><p><blockquote>很可能整个周三证券交易,包括港股通和衍生品市场都将受到影响。如果天气警告在中午之前没有降低,全天的交易将被放弃。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HSCCI":"红筹指数","HSCEI":"国企指数","HSTECH":"恒生科技指数","HSI":"恒生指数"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189203328","content_text":"Hong Kong stock exchange cancels morning trading session due to typhoon.\nStorm warning signal No. 8, the third-highest on its scale, will remain in force before noon, according to the Hong Kong Observatory. Kompasu, which was about 370 kilometers (230 miles) south-southwest of the city at 7 a.m. local time, is forecast to move west at about 25 kilometers an hour toward China’s Hainan Island, it said on its website.\nIt is likely that securities trading, including the Hong Kong-China stock connect and derivatives market, will be affected for the whole of Wednesday. If the weather warning isn’t lowered before noon, the entire day’s trading will be abandoned.","news_type":1,"symbols_score_info":{"HSTECH":0.9,"HSCCI":0.9,"HSCEI":0.9,"HSI":0.9}},"isVote":1,"tweetType":1,"viewCount":2489,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":828013744,"gmtCreate":1633821694827,"gmtModify":1633821694827,"author":{"id":"4094824274303910","authorId":"4094824274303910","name":"jochen","avatar":"https://static.tigerbbs.com/5c1f2c08c8fd5f34bc708bc9415c25c1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094824274303910","authorIdStr":"4094824274303910"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/828013744","repostId":"2174920514","repostType":4,"isVote":1,"tweetType":1,"viewCount":2376,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":821855509,"gmtCreate":1633734635300,"gmtModify":1633734635832,"author":{"id":"4094824274303910","authorId":"4094824274303910","name":"jochen","avatar":"https://static.tigerbbs.com/5c1f2c08c8fd5f34bc708bc9415c25c1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094824274303910","authorIdStr":"4094824274303910"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/821855509","repostId":"1133780035","repostType":4,"repost":{"id":"1133780035","kind":"news","pubTimestamp":1633704297,"share":"https://www.laohu8.com/m/news/1133780035?lang=zh_CN&edition=full","pubTime":"2021-10-08 22:44","market":"us","language":"en","title":"6 reasons this is a fresh multiyear bull market and 6 stocks in the surprising sector you should favor<blockquote>这是一个新的多年牛市的6个原因以及您应该青睐的令人惊讶的行业中的6只股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1133780035","media":"MarketWatch","summary":"Stock-market pessimism and excess consumer buying power point to retail stocks.\n\nNothing like a litt","content":"<p> <b>Stock-market pessimism and excess consumer buying power point to retail stocks.</b> Nothing like a little October turbulence to help the market’s weak hands get in touch with their inner bears.</p><p><blockquote><b>股市悲观情绪和消费者过度购买给零售股带来了动力。</b>没有什么比十月的一点动荡更能帮助市场的弱者与内心的空头取得联系了。</blockquote></p><p> But don’t let their negativity rub off on you. We’re still near the beginning of what will be a multiyear bull market. Here are six reasons to buy stocks now, and six names to consider in one of the best sectors to own at the moment.</p><p><blockquote>但是不要让他们的消极影响到你。我们仍接近多年牛市的开始。以下是现在购买股票的六个理由,以及目前最值得考虑的行业之一的六个名字。</blockquote></p><p> <b>1. Sentiment has gotten bearish enough</b></p><p><blockquote><b>1.情绪已经变得足够悲观</b></blockquote></p><p> I regularly track investor sentiment in my stock letter (details and link in bio below) to make contrarian “calls” on the market. While most of your money should be in long-term holdings, timing entries when most people are bearish gives you an edge. That is the case now. Sentiment is not extremely negative, but it fell enough this week to trigger a buy signal in my system.</p><p><blockquote>我定期在我的股票信中跟踪投资者情绪(详细信息和链接见下面的简历),以在市场上进行逆向“评级”。虽然你的大部分资金应该长期持有,但在大多数人看跌的时候入场会给你带来优势。现在就是这样。情绪并不是极其负面,但本周下跌足以在我的系统中触发买入信号。</blockquote></p><p> It’s also worth pointing out that major media figures turned pretty negative this week, another good contrarian signal. (I won’t name names.) And the fact that their negativity is a bullish signal in my book doesn’t mean I think they are dense. It’s just that high-profile media commentators are consensus sponges. It’s an occupational hazard – which we can use to our advantage as investors.</p><p><blockquote>还值得指出的是,主要媒体数据本周变得相当负面,这是另一个良好的逆向信号。(我就不指名道姓了。)而他们的消极在我的书里是看涨信号的事实,并不意味着我认为他们是密集的。只是高调的媒体评论员是共识海绵。这是一种职业危害——作为投资者,我们可以利用这一点。</blockquote></p><p> Pick your favorite popular financial media talking heads, then do the opposite whenever they turn consistently negative — or positive.</p><p><blockquote>挑选你最喜欢的流行财经媒体发言人,然后在他们持续消极或积极时反其道而行之。</blockquote></p><p> <b>2. Seasonality is in our favor</b></p><p><blockquote><b>2.季节性对我们有利</b></blockquote></p><p> The worst month for stocks is October, and the weakest days are Oct. 10 and Oct. 11. Then this bleak month is followed by the seasonally strong January-May phase when the market is bolstered by new money coming in. In between, November and December can be strong as stocks rebound from October weakness and the end of the mutual-fund tax-loss selling season. That’s finished at the end of October.</p><p><blockquote>股市最糟糕的月份是10月,最疲软的日子是10月10日和10月11日。然后,这个惨淡的月份之后是季节性强劲的1月至5月阶段,此时市场受到新资金流入的支撑。在此期间,随着股市从10月份的疲软中反弹以及共同基金税收损失销售季节的结束,11月和12月可能会表现强劲。那是十月底完成的。</blockquote></p><p> <b>3. COVID is rolling over</b></p><p><blockquote><b>3.新冠疫情正在蔓延</b></blockquote></p><p> It’s no secret that case counts and hospitalizations are down sharply. Last year, the cold weather did not usher in a winter COVID flu season. So, it’s not too crazy to expect the same thing this year, especially given all the people who have been vaccinated or infected. Reopening will help boost the economy.</p><p><blockquote>众所周知,病例数和住院人数急剧下降。去年,寒冷的天气并没有迎来冬季COVID流感季节。所以,今年期待同样的事情并不太疯狂,尤其是考虑到所有已经接种疫苗或被感染的人。重新开放将有助于提振经济。</blockquote></p><p> <b>4. A correction may have already happened</b></p><p><blockquote><b>4.修正可能已经发生</b></blockquote></p><p> Since the summer, the market has experienced rolling corrections in various sectors. The Russell 2000RUT,+0.14%was down over 10% in August, the definition of a correction. Cyclicals, retail, tech and so forth have all been hit. As of early October, 90% or more of S&P 500SPX,-0.05%and NasdaqCOMP,-0.28%stocks had fallen at least 10% from 2021 highs, notes Liz Ann Sonders, chief investment strategist at Charles SchwabSCHW,+1.47%.</p><p><blockquote>入夏以来,市场经历了各板块的滚动回调。罗素2000RUT,+0.14%8月份下跌超过10%,这是回调的定义。周期性、零售、科技等都受到了打击。嘉信理财首席投资策略师Liz Ann Sonders指出,截至10月初,90%或更多的标准普尔500SPX(-0.05%)和纳斯达克综合指数(-0.28%)股票已较2021年高点下跌至少10%,+1.47%。</blockquote></p><p> In other words, while everyone was looking for a correction, it may have already happened. The market has a funny way of tricking most people most of the time, this way.</p><p><blockquote>换句话说,当所有人都在寻找修正时,它可能已经发生了。大多数时候,市场有一种有趣的方式来欺骗大多数人,就是这种方式。</blockquote></p><p> <b>5. There’s been strong household formation</b></p><p><blockquote><b>5.家庭结构强劲</b></blockquote></p><p> Millennials are finally giving up on the parents’ basement – if there was ever any truth to that cliché.</p><p><blockquote>千禧一代终于放弃了父母的地下室——如果这种陈词滥调有任何真实性的话。</blockquote></p><p> What is true: They’re entering the prime age for marriage and family. Plus, the economy is booming so they feel confident enough to make the plunge into homeownership.</p><p><blockquote>事实是:他们正在进入婚姻和家庭的黄金年龄。此外,经济正在蓬勃发展,所以他们有足够的信心投入到住房所有权。</blockquote></p><p> The upshot: Household formation is now at about two million per year, more than double the rate for the past five years. Home buyers have to purchase a lot of stuff to fill up those new houses. That’s a built-in economy booster.</p><p><blockquote>结果是:现在每年大约有200万个家庭组成,是过去五年的两倍多。购房者不得不购买很多东西来填满这些新房子。这是一个内置的经济助推器。</blockquote></p><p> <b>6. The consumer is scared, locked and loaded</b></p><p><blockquote><b>6.消费者害怕,锁定和装载</b></blockquote></p><p> There are at least a half-dozen natural sources of stimulus in the economy ready to drive growth whether the Fed tapers or not, points out Jim Paulsen, an economist and strategist at Leuthold Group. One is that household formation, mentioned above. Another is the low level of inventories at companies – which have to restock big time. But to me, the big one is the consumer, simply because consumer spending is the big driver of our economy.</p><p><blockquote>Leuthold Group经济学家兼策略师吉姆·保尔森(Jim Paulsen)指出,无论美联储是否缩减规模,经济中至少有六种自然刺激来源可以推动经济增长。一个是上面提到的家庭结构。另一个原因是公司库存水平较低——它们必须大量补货。但对我来说,最大的因素是消费者,因为消费者支出是我们经济的主要驱动力。</blockquote></p><p> The bottom line: Consumer are scared. But they have a ton of buying power to tap when their anxieties ease — perhaps as COVID continues to roll over.</p><p><blockquote>底线是:消费者感到害怕。但当他们的焦虑缓解时,他们有大量的购买力可以利用——也许是随着新冠疫情的继续蔓延。</blockquote></p><p> Now a little more detail.August consumer sentimentwas at the lowest level since the pandemic began, as measured by the University of Michigan index of consumer sentiment. Itnudged up in September, but it is still low.</p><p><blockquote>现在更多细节。根据密歇根大学消费者信心指数衡量,8月份消费者信心处于大流行开始以来的最低水平。9月份有所上升,但仍处于低位。</blockquote></p><p> At the same time, consumers have a tremendous amount of buying power. Personal savings are at about 12% of GDP. That’s twice the longer-term average of around 6%-7%, notes Paulsen. Net worth compared to income is at record highs.</p><p><blockquote>与此同时,消费者拥有巨大的购买力。个人储蓄约占GDP的12%。保尔森指出,这是6%-7%左右的长期平均水平的两倍。净资产与收入相比创历史新高。</blockquote></p><p> Don’t make the mistake of thinking that’s just the rich getting richer because of the stock market. Homes are up a lot too, and most people own homes. The ratio of household debt to personal income is the lowest since 1985.</p><p><blockquote>不要错误地认为这只是富人因为股市而变得更富。房价也涨了很多,大多数人都有自己的房子。家庭债务与个人收入之比为1985年以来最低。</blockquote></p><p></p><p> “Consumers are scared and loaded with untapped buying power,” says Paulsen. “This pessimistic mindset combined with the excess buying power has historically produced solid market gains with infrequent declines,” he says. “This ratio portrays a bull market that is still in its infancy.”</p><p><blockquote>“消费者感到害怕,并且充满了未开发的购买力,”保尔森说。他表示:“这种悲观心态加上购买力过剩,从历史上看,市场出现了稳健的上涨,但很少出现下跌。”“这个比率描绘了一个仍处于起步阶段的牛市。”</blockquote></p><p> <b>S</b><b><b>tocks</b></b><b> to buy</b></p><p><blockquote><b>S</b><b><b>托克斯</b></b><b>购买</b></blockquote></p><p> Since the consumer is such a big part of this dynamic, I say go with retail stocks. They’ve been underperforming, which also makes them look attractive.</p><p><blockquote>由于消费者是这种动态的重要组成部分,我建议选择零售股。他们表现不佳,这也让他们看起来很有吸引力。</blockquote></p><p> Morningstar cites Bath & Body WorksBBWI,-0.74%as a retailer with a moat and trading at a discount. The body care and home fragrance retailer has a four-star rating because its stock is trading so far below Morningstar’s “fair value” estimate of $79 for the name.</p><p><blockquote>晨星公司将Bath&Body WorksBBWI,-0.74%视为一家拥有护城河且交易折扣的零售商。这家身体护理和家用香水零售商获得四星级评级,因为其股票交易价格远低于晨星公司对该名称79美元的“公允价值”估计。</blockquote></p><p> As for the moat, analyst Jaime Katz cites the company’s strong brand, its leadership position in its space, and the 30% average return on invested capital, well above its 8% weighted average cost of capital.</p><p><blockquote>至于护城河,分析师Jaime Katz列举了该公司强大的品牌、在该领域的领导地位以及30%的平均投资资本回报率,远高于其8%的加权平均资本成本。</blockquote></p><p> Eric Marshall, a portfolio manager at the Hodges Small Cap fundHDPSX,+1.83%,likes the apparel retailer American Eagle OutfittersAEO,0.36%,which is down over 35% from highs this year. The company posted record revenue of $1.19 billion in the second quarter, up 35% year over year.</p><p><blockquote>Hodges Small Cap fundHDPSX(+1.83%)的投资组合经理埃里克·马歇尔(Eric Marshall)看好服装零售商American Eagle OutfittersAEO(0.36%),该股较今年高点下跌了35%以上。该公司第二季度营收达到创纪录的11.9亿美元,同比增长35%。</blockquote></p><p> The core growth driver is its popular Aerie brand. Marshall thinks the company will earn over $2 a share this year, which makes American Eagle stock a bargain at around 13 times forward earnings.</p><p><blockquote>核心增长动力是其广受欢迎的Aerie品牌。马歇尔认为该公司今年每股收益将超过2美元,这使得American Eagle股票的预期市盈率约为13倍,非常便宜。</blockquote></p><p> Marshall is worth listening to because he has a hot hand. His Hodges small-cap fund is up 31% this year, beating its small blend category and Russell 2000 index benchmark by 12 to 18 percentage points, according to Morningstar.</p><p><blockquote>马歇尔值得一听,因为他有一双热情的手。据晨星公司称,他的Hodges小型股基金今年上涨了31%,比小型混合基金和罗素2000指数基准高出12至18个百分点。</blockquote></p><p> Marshall also likes Academy Sports and OutdoorsASO,-0.91%,which sells sports and outdoor recreation goods. The pandemic was a windfall for this company because of the popularity of outdoor activities. Strong pandemic sales helped the company chip away at its high debt levels. Analysts are worried the pandemic-inspired popularity of outdoor activities will wane, but Marshall thinks the outdoor lifestyle will stay in vogue.</p><p><blockquote>马歇尔还喜欢Academy Sports and OutdoorsASO,-0.91%,该公司销售运动和户外休闲用品。由于户外活动的流行,疫情对这家公司来说是一笔意外之财。强劲的大流行销售帮助该公司降低了高债务水平。分析师担心大流行引发的户外活动的受欢迎程度将会减弱,但马歇尔认为户外生活方式将继续流行。</blockquote></p><p> While many retail sector investors are awed by the power of Amazon.comAMZN,0.03%and WalmartWMT,0.03%,Motley Fool retail sector analyst Asit Sharma favors niche chains that have mastered the “direct to consumer” sales model. They offer great stores and solid products, but also the mix of delivery options that shoppers want – including in-store pickup of items bought online.</p><p><blockquote>虽然许多零售行业投资者对亚马逊MAMZN(0.03%)和沃尔玛WMT(0.03%)的力量感到敬畏,但Motley Fool零售行业分析师Asit Sharma更青睐掌握“直接面向消费者”销售模式的利基连锁店。他们提供很棒的商店和可靠的产品,但也提供购物者想要的送货选择组合——包括在店内提货网上购买的商品。</blockquote></p><p> “The retail sector gets a perennial bad rap because everyone is focused on yesterday’s story, that Amazon and Walmart are taking out all physical stores,” says Sharma. But that’s not the case. Many retailers provide a mix of excellent in-store experiences and unique products that the two retail giants can’t really offer.</p><p><blockquote>夏尔马说:“零售业常年受到负面评价,因为每个人都在关注昨天的故事,即亚马逊和沃尔玛正在关闭所有实体店。”但事实并非如此。许多零售商提供出色的店内体验和独特的产品,这是这两家零售巨头无法真正提供的。</blockquote></p><p> Here, Sharma cites Lululemon AthleticaLULU,-0.88%.“We love the fact that the company spends on its own research and development innovation on the fabric side.” Stores give consumers a chance to check out the custom fabrics in person.</p><p><blockquote>在这里,Sharma引用了Lululemon AthleticaLULU,-0.88%。“我们喜欢该公司在面料方面投入自己的研发创新。”商店给消费者一个亲自检查定制面料的机会。</blockquote></p><p> Sharma also favors Yeti HoldingsYETI,-1.92%,which sells coolers, “drinkware” and outdoor equipment. For a larger cap name, consider the popular retail giant TargetTGT,-0.24%for its “everything under one roof” approach to retail.</p><p><blockquote>夏尔马还青睐Yeti HoldingsYETI,-1.92%,该公司销售冷却器、“饮品”和户外设备。对于较大的股票名称,请考虑受欢迎的零售巨头TargetTGT,-0.24%,因其“一切都在一个屋檐下”的零售方式。</blockquote></p><p></p>","source":"lsy1603348471595","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>6 reasons this is a fresh multiyear bull market and 6 stocks in the surprising sector you should favor<blockquote>这是一个新的多年牛市的6个原因以及您应该青睐的令人惊讶的行业中的6只股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n6 reasons this is a fresh multiyear bull market and 6 stocks in the surprising sector you should favor<blockquote>这是一个新的多年牛市的6个原因以及您应该青睐的令人惊讶的行业中的6只股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-10-08 22:44</span>\n</p>\n</h4>\n</header>\n<article>\n<p> <b>Stock-market pessimism and excess consumer buying power point to retail stocks.</b> Nothing like a little October turbulence to help the market’s weak hands get in touch with their inner bears.</p><p><blockquote><b>股市悲观情绪和消费者过度购买给零售股带来了动力。</b>没有什么比十月的一点动荡更能帮助市场的弱者与内心的空头取得联系了。</blockquote></p><p> But don’t let their negativity rub off on you. We’re still near the beginning of what will be a multiyear bull market. Here are six reasons to buy stocks now, and six names to consider in one of the best sectors to own at the moment.</p><p><blockquote>但是不要让他们的消极影响到你。我们仍接近多年牛市的开始。以下是现在购买股票的六个理由,以及目前最值得考虑的行业之一的六个名字。</blockquote></p><p> <b>1. Sentiment has gotten bearish enough</b></p><p><blockquote><b>1.情绪已经变得足够悲观</b></blockquote></p><p> I regularly track investor sentiment in my stock letter (details and link in bio below) to make contrarian “calls” on the market. While most of your money should be in long-term holdings, timing entries when most people are bearish gives you an edge. That is the case now. Sentiment is not extremely negative, but it fell enough this week to trigger a buy signal in my system.</p><p><blockquote>我定期在我的股票信中跟踪投资者情绪(详细信息和链接见下面的简历),以在市场上进行逆向“评级”。虽然你的大部分资金应该长期持有,但在大多数人看跌的时候入场会给你带来优势。现在就是这样。情绪并不是极其负面,但本周下跌足以在我的系统中触发买入信号。</blockquote></p><p> It’s also worth pointing out that major media figures turned pretty negative this week, another good contrarian signal. (I won’t name names.) And the fact that their negativity is a bullish signal in my book doesn’t mean I think they are dense. It’s just that high-profile media commentators are consensus sponges. It’s an occupational hazard – which we can use to our advantage as investors.</p><p><blockquote>还值得指出的是,主要媒体数据本周变得相当负面,这是另一个良好的逆向信号。(我就不指名道姓了。)而他们的消极在我的书里是看涨信号的事实,并不意味着我认为他们是密集的。只是高调的媒体评论员是共识海绵。这是一种职业危害——作为投资者,我们可以利用这一点。</blockquote></p><p> Pick your favorite popular financial media talking heads, then do the opposite whenever they turn consistently negative — or positive.</p><p><blockquote>挑选你最喜欢的流行财经媒体发言人,然后在他们持续消极或积极时反其道而行之。</blockquote></p><p> <b>2. Seasonality is in our favor</b></p><p><blockquote><b>2.季节性对我们有利</b></blockquote></p><p> The worst month for stocks is October, and the weakest days are Oct. 10 and Oct. 11. Then this bleak month is followed by the seasonally strong January-May phase when the market is bolstered by new money coming in. In between, November and December can be strong as stocks rebound from October weakness and the end of the mutual-fund tax-loss selling season. That’s finished at the end of October.</p><p><blockquote>股市最糟糕的月份是10月,最疲软的日子是10月10日和10月11日。然后,这个惨淡的月份之后是季节性强劲的1月至5月阶段,此时市场受到新资金流入的支撑。在此期间,随着股市从10月份的疲软中反弹以及共同基金税收损失销售季节的结束,11月和12月可能会表现强劲。那是十月底完成的。</blockquote></p><p> <b>3. COVID is rolling over</b></p><p><blockquote><b>3.新冠疫情正在蔓延</b></blockquote></p><p> It’s no secret that case counts and hospitalizations are down sharply. Last year, the cold weather did not usher in a winter COVID flu season. So, it’s not too crazy to expect the same thing this year, especially given all the people who have been vaccinated or infected. Reopening will help boost the economy.</p><p><blockquote>众所周知,病例数和住院人数急剧下降。去年,寒冷的天气并没有迎来冬季COVID流感季节。所以,今年期待同样的事情并不太疯狂,尤其是考虑到所有已经接种疫苗或被感染的人。重新开放将有助于提振经济。</blockquote></p><p> <b>4. A correction may have already happened</b></p><p><blockquote><b>4.修正可能已经发生</b></blockquote></p><p> Since the summer, the market has experienced rolling corrections in various sectors. The Russell 2000RUT,+0.14%was down over 10% in August, the definition of a correction. Cyclicals, retail, tech and so forth have all been hit. As of early October, 90% or more of S&P 500SPX,-0.05%and NasdaqCOMP,-0.28%stocks had fallen at least 10% from 2021 highs, notes Liz Ann Sonders, chief investment strategist at Charles SchwabSCHW,+1.47%.</p><p><blockquote>入夏以来,市场经历了各板块的滚动回调。罗素2000RUT,+0.14%8月份下跌超过10%,这是回调的定义。周期性、零售、科技等都受到了打击。嘉信理财首席投资策略师Liz Ann Sonders指出,截至10月初,90%或更多的标准普尔500SPX(-0.05%)和纳斯达克综合指数(-0.28%)股票已较2021年高点下跌至少10%,+1.47%。</blockquote></p><p> In other words, while everyone was looking for a correction, it may have already happened. The market has a funny way of tricking most people most of the time, this way.</p><p><blockquote>换句话说,当所有人都在寻找修正时,它可能已经发生了。大多数时候,市场有一种有趣的方式来欺骗大多数人,就是这种方式。</blockquote></p><p> <b>5. There’s been strong household formation</b></p><p><blockquote><b>5.家庭结构强劲</b></blockquote></p><p> Millennials are finally giving up on the parents’ basement – if there was ever any truth to that cliché.</p><p><blockquote>千禧一代终于放弃了父母的地下室——如果这种陈词滥调有任何真实性的话。</blockquote></p><p> What is true: They’re entering the prime age for marriage and family. Plus, the economy is booming so they feel confident enough to make the plunge into homeownership.</p><p><blockquote>事实是:他们正在进入婚姻和家庭的黄金年龄。此外,经济正在蓬勃发展,所以他们有足够的信心投入到住房所有权。</blockquote></p><p> The upshot: Household formation is now at about two million per year, more than double the rate for the past five years. Home buyers have to purchase a lot of stuff to fill up those new houses. That’s a built-in economy booster.</p><p><blockquote>结果是:现在每年大约有200万个家庭组成,是过去五年的两倍多。购房者不得不购买很多东西来填满这些新房子。这是一个内置的经济助推器。</blockquote></p><p> <b>6. The consumer is scared, locked and loaded</b></p><p><blockquote><b>6.消费者害怕,锁定和装载</b></blockquote></p><p> There are at least a half-dozen natural sources of stimulus in the economy ready to drive growth whether the Fed tapers or not, points out Jim Paulsen, an economist and strategist at Leuthold Group. One is that household formation, mentioned above. Another is the low level of inventories at companies – which have to restock big time. But to me, the big one is the consumer, simply because consumer spending is the big driver of our economy.</p><p><blockquote>Leuthold Group经济学家兼策略师吉姆·保尔森(Jim Paulsen)指出,无论美联储是否缩减规模,经济中至少有六种自然刺激来源可以推动经济增长。一个是上面提到的家庭结构。另一个原因是公司库存水平较低——它们必须大量补货。但对我来说,最大的因素是消费者,因为消费者支出是我们经济的主要驱动力。</blockquote></p><p> The bottom line: Consumer are scared. But they have a ton of buying power to tap when their anxieties ease — perhaps as COVID continues to roll over.</p><p><blockquote>底线是:消费者感到害怕。但当他们的焦虑缓解时,他们有大量的购买力可以利用——也许是随着新冠疫情的继续蔓延。</blockquote></p><p> Now a little more detail.August consumer sentimentwas at the lowest level since the pandemic began, as measured by the University of Michigan index of consumer sentiment. Itnudged up in September, but it is still low.</p><p><blockquote>现在更多细节。根据密歇根大学消费者信心指数衡量,8月份消费者信心处于大流行开始以来的最低水平。9月份有所上升,但仍处于低位。</blockquote></p><p> At the same time, consumers have a tremendous amount of buying power. Personal savings are at about 12% of GDP. That’s twice the longer-term average of around 6%-7%, notes Paulsen. Net worth compared to income is at record highs.</p><p><blockquote>与此同时,消费者拥有巨大的购买力。个人储蓄约占GDP的12%。保尔森指出,这是6%-7%左右的长期平均水平的两倍。净资产与收入相比创历史新高。</blockquote></p><p> Don’t make the mistake of thinking that’s just the rich getting richer because of the stock market. Homes are up a lot too, and most people own homes. The ratio of household debt to personal income is the lowest since 1985.</p><p><blockquote>不要错误地认为这只是富人因为股市而变得更富。房价也涨了很多,大多数人都有自己的房子。家庭债务与个人收入之比为1985年以来最低。</blockquote></p><p></p><p> “Consumers are scared and loaded with untapped buying power,” says Paulsen. “This pessimistic mindset combined with the excess buying power has historically produced solid market gains with infrequent declines,” he says. “This ratio portrays a bull market that is still in its infancy.”</p><p><blockquote>“消费者感到害怕,并且充满了未开发的购买力,”保尔森说。他表示:“这种悲观心态加上购买力过剩,从历史上看,市场出现了稳健的上涨,但很少出现下跌。”“这个比率描绘了一个仍处于起步阶段的牛市。”</blockquote></p><p> <b>S</b><b><b>tocks</b></b><b> to buy</b></p><p><blockquote><b>S</b><b><b>托克斯</b></b><b>购买</b></blockquote></p><p> Since the consumer is such a big part of this dynamic, I say go with retail stocks. They’ve been underperforming, which also makes them look attractive.</p><p><blockquote>由于消费者是这种动态的重要组成部分,我建议选择零售股。他们表现不佳,这也让他们看起来很有吸引力。</blockquote></p><p> Morningstar cites Bath & Body WorksBBWI,-0.74%as a retailer with a moat and trading at a discount. The body care and home fragrance retailer has a four-star rating because its stock is trading so far below Morningstar’s “fair value” estimate of $79 for the name.</p><p><blockquote>晨星公司将Bath&Body WorksBBWI,-0.74%视为一家拥有护城河且交易折扣的零售商。这家身体护理和家用香水零售商获得四星级评级,因为其股票交易价格远低于晨星公司对该名称79美元的“公允价值”估计。</blockquote></p><p> As for the moat, analyst Jaime Katz cites the company’s strong brand, its leadership position in its space, and the 30% average return on invested capital, well above its 8% weighted average cost of capital.</p><p><blockquote>至于护城河,分析师Jaime Katz列举了该公司强大的品牌、在该领域的领导地位以及30%的平均投资资本回报率,远高于其8%的加权平均资本成本。</blockquote></p><p> Eric Marshall, a portfolio manager at the Hodges Small Cap fundHDPSX,+1.83%,likes the apparel retailer American Eagle OutfittersAEO,0.36%,which is down over 35% from highs this year. The company posted record revenue of $1.19 billion in the second quarter, up 35% year over year.</p><p><blockquote>Hodges Small Cap fundHDPSX(+1.83%)的投资组合经理埃里克·马歇尔(Eric Marshall)看好服装零售商American Eagle OutfittersAEO(0.36%),该股较今年高点下跌了35%以上。该公司第二季度营收达到创纪录的11.9亿美元,同比增长35%。</blockquote></p><p> The core growth driver is its popular Aerie brand. Marshall thinks the company will earn over $2 a share this year, which makes American Eagle stock a bargain at around 13 times forward earnings.</p><p><blockquote>核心增长动力是其广受欢迎的Aerie品牌。马歇尔认为该公司今年每股收益将超过2美元,这使得American Eagle股票的预期市盈率约为13倍,非常便宜。</blockquote></p><p> Marshall is worth listening to because he has a hot hand. His Hodges small-cap fund is up 31% this year, beating its small blend category and Russell 2000 index benchmark by 12 to 18 percentage points, according to Morningstar.</p><p><blockquote>马歇尔值得一听,因为他有一双热情的手。据晨星公司称,他的Hodges小型股基金今年上涨了31%,比小型混合基金和罗素2000指数基准高出12至18个百分点。</blockquote></p><p> Marshall also likes Academy Sports and OutdoorsASO,-0.91%,which sells sports and outdoor recreation goods. The pandemic was a windfall for this company because of the popularity of outdoor activities. Strong pandemic sales helped the company chip away at its high debt levels. Analysts are worried the pandemic-inspired popularity of outdoor activities will wane, but Marshall thinks the outdoor lifestyle will stay in vogue.</p><p><blockquote>马歇尔还喜欢Academy Sports and OutdoorsASO,-0.91%,该公司销售运动和户外休闲用品。由于户外活动的流行,疫情对这家公司来说是一笔意外之财。强劲的大流行销售帮助该公司降低了高债务水平。分析师担心大流行引发的户外活动的受欢迎程度将会减弱,但马歇尔认为户外生活方式将继续流行。</blockquote></p><p> While many retail sector investors are awed by the power of Amazon.comAMZN,0.03%and WalmartWMT,0.03%,Motley Fool retail sector analyst Asit Sharma favors niche chains that have mastered the “direct to consumer” sales model. They offer great stores and solid products, but also the mix of delivery options that shoppers want – including in-store pickup of items bought online.</p><p><blockquote>虽然许多零售行业投资者对亚马逊MAMZN(0.03%)和沃尔玛WMT(0.03%)的力量感到敬畏,但Motley Fool零售行业分析师Asit Sharma更青睐掌握“直接面向消费者”销售模式的利基连锁店。他们提供很棒的商店和可靠的产品,但也提供购物者想要的送货选择组合——包括在店内提货网上购买的商品。</blockquote></p><p> “The retail sector gets a perennial bad rap because everyone is focused on yesterday’s story, that Amazon and Walmart are taking out all physical stores,” says Sharma. But that’s not the case. Many retailers provide a mix of excellent in-store experiences and unique products that the two retail giants can’t really offer.</p><p><blockquote>夏尔马说:“零售业常年受到负面评价,因为每个人都在关注昨天的故事,即亚马逊和沃尔玛正在关闭所有实体店。”但事实并非如此。许多零售商提供出色的店内体验和独特的产品,这是这两家零售巨头无法真正提供的。</blockquote></p><p> Here, Sharma cites Lululemon AthleticaLULU,-0.88%.“We love the fact that the company spends on its own research and development innovation on the fabric side.” Stores give consumers a chance to check out the custom fabrics in person.</p><p><blockquote>在这里,Sharma引用了Lululemon AthleticaLULU,-0.88%。“我们喜欢该公司在面料方面投入自己的研发创新。”商店给消费者一个亲自检查定制面料的机会。</blockquote></p><p> Sharma also favors Yeti HoldingsYETI,-1.92%,which sells coolers, “drinkware” and outdoor equipment. For a larger cap name, consider the popular retail giant TargetTGT,-0.24%for its “everything under one roof” approach to retail.</p><p><blockquote>夏尔马还青睐Yeti HoldingsYETI,-1.92%,该公司销售冷却器、“饮品”和户外设备。对于较大的股票名称,请考虑受欢迎的零售巨头TargetTGT,-0.24%,因其“一切都在一个屋檐下”的零售方式。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.marketwatch.com/story/6-reasons-this-is-a-fresh-multiyear-bull-market-and-6-stocks-in-the-surprising-sector-you-should-favor-11633701844?siteid=yhoof2\">MarketWatch</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯","SPY":"标普500ETF",".SPX":"S&P 500 Index"},"source_url":"https://www.marketwatch.com/story/6-reasons-this-is-a-fresh-multiyear-bull-market-and-6-stocks-in-the-surprising-sector-you-should-favor-11633701844?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133780035","content_text":"Stock-market pessimism and excess consumer buying power point to retail stocks.\n\nNothing like a little October turbulence to help the market’s weak hands get in touch with their inner bears.\nBut don’t let their negativity rub off on you. We’re still near the beginning of what will be a multiyear bull market. Here are six reasons to buy stocks now, and six names to consider in one of the best sectors to own at the moment.\n1. Sentiment has gotten bearish enough\nI regularly track investor sentiment in my stock letter (details and link in bio below) to make contrarian “calls” on the market. While most of your money should be in long-term holdings, timing entries when most people are bearish gives you an edge. That is the case now. Sentiment is not extremely negative, but it fell enough this week to trigger a buy signal in my system.\nIt’s also worth pointing out that major media figures turned pretty negative this week, another good contrarian signal. (I won’t name names.) And the fact that their negativity is a bullish signal in my book doesn’t mean I think they are dense. It’s just that high-profile media commentators are consensus sponges. It’s an occupational hazard – which we can use to our advantage as investors.\nPick your favorite popular financial media talking heads, then do the opposite whenever they turn consistently negative — or positive.\n2. Seasonality is in our favor\nThe worst month for stocks is October, and the weakest days are Oct. 10 and Oct. 11. Then this bleak month is followed by the seasonally strong January-May phase when the market is bolstered by new money coming in. In between, November and December can be strong as stocks rebound from October weakness and the end of the mutual-fund tax-loss selling season. That’s finished at the end of October.\n3. COVID is rolling over\nIt’s no secret that case counts and hospitalizations are down sharply. Last year, the cold weather did not usher in a winter COVID flu season. So, it’s not too crazy to expect the same thing this year, especially given all the people who have been vaccinated or infected. Reopening will help boost the economy.\n4. A correction may have already happened\nSince the summer, the market has experienced rolling corrections in various sectors. The Russell 2000RUT,+0.14%was down over 10% in August, the definition of a correction. Cyclicals, retail, tech and so forth have all been hit. As of early October, 90% or more of S&P 500SPX,-0.05%and NasdaqCOMP,-0.28%stocks had fallen at least 10% from 2021 highs, notes Liz Ann Sonders, chief investment strategist at Charles SchwabSCHW,+1.47%.\nIn other words, while everyone was looking for a correction, it may have already happened. The market has a funny way of tricking most people most of the time, this way.\n5. There’s been strong household formation\nMillennials are finally giving up on the parents’ basement – if there was ever any truth to that cliché.\nWhat is true: They’re entering the prime age for marriage and family. Plus, the economy is booming so they feel confident enough to make the plunge into homeownership.\nThe upshot: Household formation is now at about two million per year, more than double the rate for the past five years. Home buyers have to purchase a lot of stuff to fill up those new houses. That’s a built-in economy booster.\n6. The consumer is scared, locked and loaded\nThere are at least a half-dozen natural sources of stimulus in the economy ready to drive growth whether the Fed tapers or not, points out Jim Paulsen, an economist and strategist at Leuthold Group. One is that household formation, mentioned above. Another is the low level of inventories at companies – which have to restock big time. But to me, the big one is the consumer, simply because consumer spending is the big driver of our economy.\nThe bottom line: Consumer are scared. But they have a ton of buying power to tap when their anxieties ease — perhaps as COVID continues to roll over.\nNow a little more detail.August consumer sentimentwas at the lowest level since the pandemic began, as measured by the University of Michigan index of consumer sentiment. Itnudged up in September, but it is still low.\nAt the same time, consumers have a tremendous amount of buying power. Personal savings are at about 12% of GDP. That’s twice the longer-term average of around 6%-7%, notes Paulsen. Net worth compared to income is at record highs.\nDon’t make the mistake of thinking that’s just the rich getting richer because of the stock market. Homes are up a lot too, and most people own homes. The ratio of household debt to personal income is the lowest since 1985.\n“Consumers are scared and loaded with untapped buying power,” says Paulsen. “This pessimistic mindset combined with the excess buying power has historically produced solid market gains with infrequent declines,” he says. “This ratio portrays a bull market that is still in its infancy.”\nStocks to buy\nSince the consumer is such a big part of this dynamic, I say go with retail stocks. They’ve been underperforming, which also makes them look attractive.\nMorningstar cites Bath & Body WorksBBWI,-0.74%as a retailer with a moat and trading at a discount. The body care and home fragrance retailer has a four-star rating because its stock is trading so far below Morningstar’s “fair value” estimate of $79 for the name.\nAs for the moat, analyst Jaime Katz cites the company’s strong brand, its leadership position in its space, and the 30% average return on invested capital, well above its 8% weighted average cost of capital.\nEric Marshall, a portfolio manager at the Hodges Small Cap fundHDPSX,+1.83%,likes the apparel retailer American Eagle OutfittersAEO,0.36%,which is down over 35% from highs this year. The company posted record revenue of $1.19 billion in the second quarter, up 35% year over year.\nThe core growth driver is its popular Aerie brand. Marshall thinks the company will earn over $2 a share this year, which makes American Eagle stock a bargain at around 13 times forward earnings.\nMarshall is worth listening to because he has a hot hand. His Hodges small-cap fund is up 31% this year, beating its small blend category and Russell 2000 index benchmark by 12 to 18 percentage points, according to Morningstar.\nMarshall also likes Academy Sports and OutdoorsASO,-0.91%,which sells sports and outdoor recreation goods. The pandemic was a windfall for this company because of the popularity of outdoor activities. Strong pandemic sales helped the company chip away at its high debt levels. Analysts are worried the pandemic-inspired popularity of outdoor activities will wane, but Marshall thinks the outdoor lifestyle will stay in vogue.\nWhile many retail sector investors are awed by the power of Amazon.comAMZN,0.03%and WalmartWMT,0.03%,Motley Fool retail sector analyst Asit Sharma favors niche chains that have mastered the “direct to consumer” sales model. They offer great stores and solid products, but also the mix of delivery options that shoppers want – including in-store pickup of items bought online.\n“The retail sector gets a perennial bad rap because everyone is focused on yesterday’s story, that Amazon and Walmart are taking out all physical stores,” says Sharma. But that’s not the case. Many retailers provide a mix of excellent in-store experiences and unique products that the two retail giants can’t really offer.\nHere, Sharma cites Lululemon AthleticaLULU,-0.88%.“We love the fact that the company spends on its own research and development innovation on the fabric side.” Stores give consumers a chance to check out the custom fabrics in person.\nSharma also favors Yeti HoldingsYETI,-1.92%,which sells coolers, “drinkware” and outdoor equipment. For a larger cap name, consider the popular retail giant TargetTGT,-0.24%for its “everything under one roof” approach to retail.","news_type":1,"symbols_score_info":{".IXIC":0.9,".DJI":0.9,".SPX":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":2357,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":823939401,"gmtCreate":1633570221002,"gmtModify":1633570221102,"author":{"id":"4094824274303910","authorId":"4094824274303910","name":"jochen","avatar":"https://static.tigerbbs.com/5c1f2c08c8fd5f34bc708bc9415c25c1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094824274303910","authorIdStr":"4094824274303910"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/823939401","repostId":"2173948202","repostType":4,"isVote":1,"tweetType":1,"viewCount":881,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":867716881,"gmtCreate":1633313725377,"gmtModify":1633313866159,"author":{"id":"4094824274303910","authorId":"4094824274303910","name":"jochen","avatar":"https://static.tigerbbs.com/5c1f2c08c8fd5f34bc708bc9415c25c1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094824274303910","authorIdStr":"4094824274303910"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/867716881","repostId":"1186540865","repostType":4,"repost":{"id":"1186540865","kind":"news","pubTimestamp":1633289898,"share":"https://www.laohu8.com/m/news/1186540865?lang=zh_CN&edition=full","pubTime":"2021-10-04 03:38","market":"us","language":"en","title":"US IPO Week Ahead: New issuers work up a sweat in a fitness-led 5 IPO week<blockquote>美国IPO一周即将到来:新发行人在健身主导的5周IPO中大汗淋漓</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1186540865","media":"Renaissance Capital","summary":"In the first full week of October, five IPOs are slated to raise $1.8 billion, led by two fitness co","content":"<p>In the first full week of October, five IPOs are slated to raise $1.8 billion, led by two fitness companies.</p><p><blockquote>在10月的第一周,由两家健身公司牵头的五起IPO预计将筹集18亿美元。</blockquote></p><p> Fitness chain<b>Life Time Group Holdings</b>(LTH) plans to raise $901 million at a $4.1 billion market cap. Taken private in 2015, Life Time operates more than 150 \"centers\" across 29 US states and one province in Canada, serving nearly 1.4 million individual members as of 7/31/21. While the company was hit hard by the pandemic, operations have since improved dramatically, with revenue quadrupling in the 2Q21.</p><p><blockquote>健身连锁<b>生命时代集团控股</b>(LTH)计划以41亿美元的市值筹集9.01亿美元。Life Time于2015年私有化,在美国29个州和加拿大一个省运营着150多个“中心”,截至2011年7月31日,为近140万个人会员提供服务。尽管该公司受到疫情的严重打击,但此后运营情况显着改善,2021年第二季度的收入翻了两番。</blockquote></p><p> Fitness equipment brand<b>iFIT Health & Fitness</b>(IFIT) plans to raise $600 million at a $6.4 billion market cap. iFIT is the #1 provider of large fitness equipment in the US, selling under brands including iFIT, NordicTrack, ProForm, and Freemotion. Fast growing and unprofitable, the company serves a community of over 6.1 million members and 1.5 million subscribers in over 120 countries.</p><p><blockquote>健身器材品牌<b>iFIT健康与健身</b>(IFIT)计划以64亿美元的市值筹集6亿美元。iFIT是美国排名第一的大型健身器材供应商,销售品牌包括iFIT、NordicTrack、ProForm和Freemotion。该公司发展迅速,但尚未盈利,为120多个国家的超过610万会员和150万订户提供服务。</blockquote></p><p> Proteomics platform<b>IsoPlexis</b>(ISO) plans to raise $125 million at a $648 million market cap. IsoPlexis believes its platform is the first to employ both proteomics and single cell biology to characterize and link cellular function to patient outcomes. Fast growing and highly unprofitable, the company's platform has been adopted by the top 15 global biopharmas and nearly half of the comprehensive cancer centers in the US since its commercial launch in June 2018.</p><p><blockquote>蛋白质组学平台<b>等丛</b>(ISO)计划以6.48亿美元的市值筹集1.25亿美元。IsoPlexis认为其平台是第一个同时采用蛋白质组学和单细胞生物学来表征细胞功能并将其与患者结果联系起来的平台。自2018年6月商业推出以来,该公司的平台增长迅速且利润丰厚,已被全球15大生物制药公司和美国近一半的综合癌症中心采用。</blockquote></p><p> Biotech<b>Theseus Pharmaceuticals</b>(THRX) plans to raise $125 million at a $593 million market cap. Theseus’ lead candidate is a pan-variant inhibitor of all major classes of activating/resistance mutations of the KIT kinase for of gastrointestinal stromal tumors (GIST). The company recently submitted an IND for advanced GIST and plans to initiate a Phase 1/2 trial between late 4Q21 and mid 1Q22.</p><p><blockquote>生物技术<b>忒修斯制药公司</b>(THRX)计划以5.93亿美元的市值筹集1.25亿美元。Theseus的主要候选药物是胃肠道间质瘤(GIST)KIT激酶所有主要激活/耐药突变类别的泛变体抑制剂。该公司最近提交了高级GIST的IND,并计划在2021年第四季度晚期和2022年第一季度中部之间启动1/2期试验。</blockquote></p><p> Drug developer<b>Cingulate</b>(CING) plans to raise $50 million at a $225 million market cap. Its two candidates, CTx-1301 and CTx-1302, are being developed for the treatment of ADHD. The company announced positive results from a Phase 1/2 study of CTx-1301 in October 2020, and plans to initiate Phase 3 trials in the 4Q21 with results expected in late 2022.</p><p><blockquote>药物开发人员<b>扣带</b>(CING)计划以2.25亿美元的市值筹集5000万美元。其两种候选药物CTx-1301和CTx-1302正在开发用于治疗ADHD。该公司于2020年10月宣布了CTX-1301 1/2期研究的积极结果,并计划在2021年第四季度启动3期试验,预计将于2022年底获得结果。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/610fa042e4de459e4597ed8086743234\" tg-width=\"1894\" tg-height=\"912\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>","source":"lsy1603787993745","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US IPO Week Ahead: New issuers work up a sweat in a fitness-led 5 IPO week<blockquote>美国IPO一周即将到来:新发行人在健身主导的5周IPO中大汗淋漓</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS IPO Week Ahead: New issuers work up a sweat in a fitness-led 5 IPO week<blockquote>美国IPO一周即将到来:新发行人在健身主导的5周IPO中大汗淋漓</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Renaissance Capital</strong><span class=\"h-time small\">2021-10-04 03:38</span>\n</p>\n</h4>\n</header>\n<article>\n<p>In the first full week of October, five IPOs are slated to raise $1.8 billion, led by two fitness companies.</p><p><blockquote>在10月的第一周,由两家健身公司牵头的五起IPO预计将筹集18亿美元。</blockquote></p><p> Fitness chain<b>Life Time Group Holdings</b>(LTH) plans to raise $901 million at a $4.1 billion market cap. Taken private in 2015, Life Time operates more than 150 \"centers\" across 29 US states and one province in Canada, serving nearly 1.4 million individual members as of 7/31/21. While the company was hit hard by the pandemic, operations have since improved dramatically, with revenue quadrupling in the 2Q21.</p><p><blockquote>健身连锁<b>生命时代集团控股</b>(LTH)计划以41亿美元的市值筹集9.01亿美元。Life Time于2015年私有化,在美国29个州和加拿大一个省运营着150多个“中心”,截至2011年7月31日,为近140万个人会员提供服务。尽管该公司受到疫情的严重打击,但此后运营情况显着改善,2021年第二季度的收入翻了两番。</blockquote></p><p> Fitness equipment brand<b>iFIT Health & Fitness</b>(IFIT) plans to raise $600 million at a $6.4 billion market cap. iFIT is the #1 provider of large fitness equipment in the US, selling under brands including iFIT, NordicTrack, ProForm, and Freemotion. Fast growing and unprofitable, the company serves a community of over 6.1 million members and 1.5 million subscribers in over 120 countries.</p><p><blockquote>健身器材品牌<b>iFIT健康与健身</b>(IFIT)计划以64亿美元的市值筹集6亿美元。iFIT是美国排名第一的大型健身器材供应商,销售品牌包括iFIT、NordicTrack、ProForm和Freemotion。该公司发展迅速,但尚未盈利,为120多个国家的超过610万会员和150万订户提供服务。</blockquote></p><p> Proteomics platform<b>IsoPlexis</b>(ISO) plans to raise $125 million at a $648 million market cap. IsoPlexis believes its platform is the first to employ both proteomics and single cell biology to characterize and link cellular function to patient outcomes. Fast growing and highly unprofitable, the company's platform has been adopted by the top 15 global biopharmas and nearly half of the comprehensive cancer centers in the US since its commercial launch in June 2018.</p><p><blockquote>蛋白质组学平台<b>等丛</b>(ISO)计划以6.48亿美元的市值筹集1.25亿美元。IsoPlexis认为其平台是第一个同时采用蛋白质组学和单细胞生物学来表征细胞功能并将其与患者结果联系起来的平台。自2018年6月商业推出以来,该公司的平台增长迅速且利润丰厚,已被全球15大生物制药公司和美国近一半的综合癌症中心采用。</blockquote></p><p> Biotech<b>Theseus Pharmaceuticals</b>(THRX) plans to raise $125 million at a $593 million market cap. Theseus’ lead candidate is a pan-variant inhibitor of all major classes of activating/resistance mutations of the KIT kinase for of gastrointestinal stromal tumors (GIST). The company recently submitted an IND for advanced GIST and plans to initiate a Phase 1/2 trial between late 4Q21 and mid 1Q22.</p><p><blockquote>生物技术<b>忒修斯制药公司</b>(THRX)计划以5.93亿美元的市值筹集1.25亿美元。Theseus的主要候选药物是胃肠道间质瘤(GIST)KIT激酶所有主要激活/耐药突变类别的泛变体抑制剂。该公司最近提交了高级GIST的IND,并计划在2021年第四季度晚期和2022年第一季度中部之间启动1/2期试验。</blockquote></p><p> Drug developer<b>Cingulate</b>(CING) plans to raise $50 million at a $225 million market cap. Its two candidates, CTx-1301 and CTx-1302, are being developed for the treatment of ADHD. The company announced positive results from a Phase 1/2 study of CTx-1301 in October 2020, and plans to initiate Phase 3 trials in the 4Q21 with results expected in late 2022.</p><p><blockquote>药物开发人员<b>扣带</b>(CING)计划以2.25亿美元的市值筹集5000万美元。其两种候选药物CTx-1301和CTx-1302正在开发用于治疗ADHD。该公司于2020年10月宣布了CTX-1301 1/2期研究的积极结果,并计划在2021年第四季度启动3期试验,预计将于2022年底获得结果。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/610fa042e4de459e4597ed8086743234\" tg-width=\"1894\" tg-height=\"912\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.renaissancecapital.com/IPO-Center/News/86747/US-IPO-Week-Ahead-New-issuers-work-up-a-sweat-in-a-fitness-led-5-IPO-week\">Renaissance Capital</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LTH":"Life Time Group Holdings, Inc.","ISO":"IsoPlexis Corp.","CING":"CINGULATE INC.","THRX":"Theseus Pharmaceuticals, Inc."},"source_url":"https://www.renaissancecapital.com/IPO-Center/News/86747/US-IPO-Week-Ahead-New-issuers-work-up-a-sweat-in-a-fitness-led-5-IPO-week","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186540865","content_text":"In the first full week of October, five IPOs are slated to raise $1.8 billion, led by two fitness companies.\nFitness chainLife Time Group Holdings(LTH) plans to raise $901 million at a $4.1 billion market cap. Taken private in 2015, Life Time operates more than 150 \"centers\" across 29 US states and one province in Canada, serving nearly 1.4 million individual members as of 7/31/21. While the company was hit hard by the pandemic, operations have since improved dramatically, with revenue quadrupling in the 2Q21.\nFitness equipment brandiFIT Health & Fitness(IFIT) plans to raise $600 million at a $6.4 billion market cap. iFIT is the #1 provider of large fitness equipment in the US, selling under brands including iFIT, NordicTrack, ProForm, and Freemotion. Fast growing and unprofitable, the company serves a community of over 6.1 million members and 1.5 million subscribers in over 120 countries.\nProteomics platformIsoPlexis(ISO) plans to raise $125 million at a $648 million market cap. IsoPlexis believes its platform is the first to employ both proteomics and single cell biology to characterize and link cellular function to patient outcomes. Fast growing and highly unprofitable, the company's platform has been adopted by the top 15 global biopharmas and nearly half of the comprehensive cancer centers in the US since its commercial launch in June 2018.\nBiotechTheseus Pharmaceuticals(THRX) plans to raise $125 million at a $593 million market cap. Theseus’ lead candidate is a pan-variant inhibitor of all major classes of activating/resistance mutations of the KIT kinase for of gastrointestinal stromal tumors (GIST). The company recently submitted an IND for advanced GIST and plans to initiate a Phase 1/2 trial between late 4Q21 and mid 1Q22.\nDrug developerCingulate(CING) plans to raise $50 million at a $225 million market cap. Its two candidates, CTx-1301 and CTx-1302, are being developed for the treatment of ADHD. The company announced positive results from a Phase 1/2 study of CTx-1301 in October 2020, and plans to initiate Phase 3 trials in the 4Q21 with results expected in late 2022.","news_type":1,"symbols_score_info":{"THRX":0.9,"ISO":0.9,"IFIT":0.9,"CING":0.9,"LTH":0.9}},"isVote":1,"tweetType":1,"viewCount":672,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":864322983,"gmtCreate":1633060233176,"gmtModify":1633060233318,"author":{"id":"4094824274303910","authorId":"4094824274303910","name":"jochen","avatar":"https://static.tigerbbs.com/5c1f2c08c8fd5f34bc708bc9415c25c1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094824274303910","authorIdStr":"4094824274303910"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/864322983","repostId":"2172952647","repostType":4,"isVote":1,"tweetType":1,"viewCount":436,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":862599731,"gmtCreate":1632887557906,"gmtModify":1632887558020,"author":{"id":"4094824274303910","authorId":"4094824274303910","name":"jochen","avatar":"https://static.tigerbbs.com/5c1f2c08c8fd5f34bc708bc9415c25c1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094824274303910","authorIdStr":"4094824274303910"},"themes":[],"htmlText":"🙄","listText":"🙄","text":"🙄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/862599731","repostId":"1106892312","repostType":4,"repost":{"id":"1106892312","kind":"news","pubTimestamp":1632870830,"share":"https://www.laohu8.com/m/news/1106892312?lang=zh_CN&edition=full","pubTime":"2021-09-29 07:13","market":"us","language":"en","title":"These high-flying stocks of 2021 dropped the most on Tuesday<blockquote>这些2021年飞涨的股票周二跌幅最大</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1106892312","media":"marketwatch","summary":"Stocks hit especially hard include Moderna, Nvidia and Google holding company Alphabet.\n\nThe Federal","content":"<p> <b>Stocks hit especially hard include Moderna, Nvidia and Google holding company Alphabet.</b> The Federal Reserve’s signaled policy change is having a predictable effect — pushing stock prices lower as bond yields become more attractive.</p><p><blockquote><b>受打击尤其严重的股票包括Moderna、英伟达和谷歌控股公司Alphabet。</b>美联储发出的政策变化信号正在产生可预见的影响——随着债券收益率变得更具吸引力,推动股价走低。</blockquote></p><p> This reverses some very strong action for U.S. stocks — at least for a day. Below is a list of 10 stocks that had increased at least 50% for 2021 through Sept. 27, but were pulled back the most on Sept. 28.</p><p><blockquote>这扭转了美国股市的一些非常强劲的走势——至少在一天内是这样。以下列出了截至9月27日2021年涨幅至少50%但在9月28日回调幅度最大的10只股票。</blockquote></p><p> The Dow Jones Industrial AverageDJIAdeclined 1.6%, while the S&P 500 IndexSPXfell 2%. The Nasdaq Composite IndexCOMPfared worst, tumbling 2.8%.</p><p><blockquote>道琼斯工业平均指数DJIA下跌1.6%,标普500指数SPX下跌2%。纳斯达克综合指数表现最差,下跌2.8%。</blockquote></p><p> The yield on 10-year U.S. Treasury notesBX:TMUBMUSD10Yincreased by 5 basis points to 1.55%. That was up from 1.33% only a week earlier.</p><p><blockquote>10年期美国国债收益率BX:TMUBMUSD10Y上涨5个基点至1.55%。这一比例仅高于一周前的1.33%。</blockquote></p><p> Combined, there are 523 stocks in the S&P 500 and Nasdaq-100NDXindexes. Among these stocks, 50 had risen at least 50% so far in 2021 through Sept. 27, excluding dividends, according to data provided by FactSet. Here are the 10 that declined the most on Sept. 28 — actually 11 stocks, as two common-share classes of Alphabet Inc.GOOGLGOOGare included:</p><p><blockquote>标普500和纳斯达克-100NDXindex总共有523只股票。FactSet提供的数据显示,截至9月27日,其中50只股票在2021年迄今已上涨至少50%(不包括股息)。以下是9月28日跌幅最大的10只股票——实际上是11只股票,其中包括Alphabet公司的两个普通股类别:</blockquote></p><p> <img src=\"https://static.tigerbbs.com/3e62aed3304cd811cf41ce390e38c41c\" tg-width=\"1106\" tg-height=\"713\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/83133c4cfdb3554d40f750a60c91892c\" tg-width=\"1101\" tg-height=\"291\" width=\"100%\" height=\"auto\">Click the tickers for more about each company. Clickhere for Tomi Kilgore’s detailed guide to the wealth of information available for free on the quote page.</p><p><blockquote>单击股票代码了解有关每家公司的更多信息。点击此处获取孙铁麟·基尔戈的详细指南,了解报价页面上免费提供的大量信息。</blockquote></p><p></p>","source":"lsy1603348471595","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>These high-flying stocks of 2021 dropped the most on Tuesday<blockquote>这些2021年飞涨的股票周二跌幅最大</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThese high-flying stocks of 2021 dropped the most on Tuesday<blockquote>这些2021年飞涨的股票周二跌幅最大</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">marketwatch</strong><span class=\"h-time small\">2021-09-29 07:13</span>\n</p>\n</h4>\n</header>\n<article>\n<p> <b>Stocks hit especially hard include Moderna, Nvidia and Google holding company Alphabet.</b> The Federal Reserve’s signaled policy change is having a predictable effect — pushing stock prices lower as bond yields become more attractive.</p><p><blockquote><b>受打击尤其严重的股票包括Moderna、英伟达和谷歌控股公司Alphabet。</b>美联储发出的政策变化信号正在产生可预见的影响——随着债券收益率变得更具吸引力,推动股价走低。</blockquote></p><p> This reverses some very strong action for U.S. stocks — at least for a day. Below is a list of 10 stocks that had increased at least 50% for 2021 through Sept. 27, but were pulled back the most on Sept. 28.</p><p><blockquote>这扭转了美国股市的一些非常强劲的走势——至少在一天内是这样。以下列出了截至9月27日2021年涨幅至少50%但在9月28日回调幅度最大的10只股票。</blockquote></p><p> The Dow Jones Industrial AverageDJIAdeclined 1.6%, while the S&P 500 IndexSPXfell 2%. The Nasdaq Composite IndexCOMPfared worst, tumbling 2.8%.</p><p><blockquote>道琼斯工业平均指数DJIA下跌1.6%,标普500指数SPX下跌2%。纳斯达克综合指数表现最差,下跌2.8%。</blockquote></p><p> The yield on 10-year U.S. Treasury notesBX:TMUBMUSD10Yincreased by 5 basis points to 1.55%. That was up from 1.33% only a week earlier.</p><p><blockquote>10年期美国国债收益率BX:TMUBMUSD10Y上涨5个基点至1.55%。这一比例仅高于一周前的1.33%。</blockquote></p><p> Combined, there are 523 stocks in the S&P 500 and Nasdaq-100NDXindexes. Among these stocks, 50 had risen at least 50% so far in 2021 through Sept. 27, excluding dividends, according to data provided by FactSet. Here are the 10 that declined the most on Sept. 28 — actually 11 stocks, as two common-share classes of Alphabet Inc.GOOGLGOOGare included:</p><p><blockquote>标普500和纳斯达克-100NDXindex总共有523只股票。FactSet提供的数据显示,截至9月27日,其中50只股票在2021年迄今已上涨至少50%(不包括股息)。以下是9月28日跌幅最大的10只股票——实际上是11只股票,其中包括Alphabet公司的两个普通股类别:</blockquote></p><p> <img src=\"https://static.tigerbbs.com/3e62aed3304cd811cf41ce390e38c41c\" tg-width=\"1106\" tg-height=\"713\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/83133c4cfdb3554d40f750a60c91892c\" tg-width=\"1101\" tg-height=\"291\" width=\"100%\" height=\"auto\">Click the tickers for more about each company. Clickhere for Tomi Kilgore’s detailed guide to the wealth of information available for free on the quote page.</p><p><blockquote>单击股票代码了解有关每家公司的更多信息。点击此处获取孙铁麟·基尔戈的详细指南,了解报价页面上免费提供的大量信息。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.marketwatch.com/story/these-high-flying-stocks-of-2021-have-dropped-the-most-today-11632846406?mod=home-page\">marketwatch</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","SPY":"标普500ETF",".DJI":"道琼斯"},"source_url":"https://www.marketwatch.com/story/these-high-flying-stocks-of-2021-have-dropped-the-most-today-11632846406?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106892312","content_text":"Stocks hit especially hard include Moderna, Nvidia and Google holding company Alphabet.\n\nThe Federal Reserve’s signaled policy change is having a predictable effect — pushing stock prices lower as bond yields become more attractive.\nThis reverses some very strong action for U.S. stocks — at least for a day. Below is a list of 10 stocks that had increased at least 50% for 2021 through Sept. 27, but were pulled back the most on Sept. 28.\nThe Dow Jones Industrial AverageDJIAdeclined 1.6%, while the S&P 500 IndexSPXfell 2%. The Nasdaq Composite IndexCOMPfared worst, tumbling 2.8%.\nThe yield on 10-year U.S. Treasury notesBX:TMUBMUSD10Yincreased by 5 basis points to 1.55%. That was up from 1.33% only a week earlier.\nCombined, there are 523 stocks in the S&P 500 and Nasdaq-100NDXindexes. Among these stocks, 50 had risen at least 50% so far in 2021 through Sept. 27, excluding dividends, according to data provided by FactSet. Here are the 10 that declined the most on Sept. 28 — actually 11 stocks, as two common-share classes of Alphabet Inc.GOOGLGOOGare included:\nClick the tickers for more about each company. Clickhere for Tomi Kilgore’s detailed guide to the wealth of information available for free on the quote page.","news_type":1,"symbols_score_info":{".IXIC":0.9,"SPY":0.9,".DJI":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":976,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":866415296,"gmtCreate":1632796224915,"gmtModify":1632797567269,"author":{"id":"4094824274303910","authorId":"4094824274303910","name":"jochen","avatar":"https://static.tigerbbs.com/5c1f2c08c8fd5f34bc708bc9415c25c1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094824274303910","authorIdStr":"4094824274303910"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/866415296","repostId":"2170624172","repostType":4,"isVote":1,"tweetType":1,"viewCount":984,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":866060647,"gmtCreate":1632712822489,"gmtModify":1632798362840,"author":{"id":"4094824274303910","authorId":"4094824274303910","name":"jochen","avatar":"https://static.tigerbbs.com/5c1f2c08c8fd5f34bc708bc9415c25c1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094824274303910","authorIdStr":"4094824274303910"},"themes":[],"htmlText":"🐯","listText":"🐯","text":"🐯","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/866060647","repostId":"2170488786","repostType":4,"repost":{"id":"2170488786","kind":"news","pubTimestamp":1632685409,"share":"https://www.laohu8.com/m/news/2170488786?lang=zh_CN&edition=full","pubTime":"2021-09-27 03:43","market":"other","language":"en","title":"Debt ceiling debates in Congress, consumer confidence: What to know this week<blockquote>国会债务上限辩论、消费者信心:本周需要了解什么</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2170488786","media":"Yahoo Finance","summary":"Investors this week are set to closely monitor developments in Washington, D.C., as lawmakers race t","content":"<p><div> Investors this week are set to closely monitor developments in Washington, D.C., as lawmakers race to pass legislation to avoid a government shutdown by the end of the month and debate raising the ...</p><p><blockquote><div>投资者本周将密切关注华盛顿特区的事态发展,因为议员们竞相通过立法,以避免政府在本月底关闭,并就提高...</div></blockquote></p><p> <a href=\"https://finance.yahoo.com/news/debt-ceiling-debates-in-congress-consumer-confidence-what-to-know-this-week-194329712.html\">网页链接</a> </div> </p><p><blockquote><a href=\"https://finance.yahoo.com/news/debt-ceiling-debates-in-congress-consumer-confidence-what-to-know-this-week-194329712.html\">网页连接</a></blockquote></p><p></p>","source":"yahoofinance_au","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>Debt ceiling debates in Congress, consumer confidence: What to know this week<blockquote>国会债务上限辩论、消费者信心:本周需要了解什么</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDebt ceiling debates in Congress, consumer confidence: What to know this week<blockquote>国会债务上限辩论、消费者信心:本周需要了解什么</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Yahoo Finance</strong><span class=\"h-time small\">2021-09-27 03:43</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Investors this week are set to closely monitor developments in Washington, D.C., as lawmakers race to pass legislation to avoid a government shutdown by the end of the month and debate raising the ...</p><p><blockquote><div>投资者本周将密切关注华盛顿特区的事态发展,因为议员们竞相通过立法,以避免政府在本月底关闭,并就提高...</div></blockquote></p><p> <a href=\"https://finance.yahoo.com/news/debt-ceiling-debates-in-congress-consumer-confidence-what-to-know-this-week-194329712.html\">网页链接</a> </div> </p><p><blockquote><a href=\"https://finance.yahoo.com/news/debt-ceiling-debates-in-congress-consumer-confidence-what-to-know-this-week-194329712.html\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://finance.yahoo.com/news/debt-ceiling-debates-in-congress-consumer-confidence-what-to-know-this-week-194329712.html\">Yahoo Finance</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e7e749e88d2580d292ffc6ae18d03b65","relate_stocks":{"SPY.AU":"SPDR® S&P 500® ETF Trust"},"source_url":"https://finance.yahoo.com/news/debt-ceiling-debates-in-congress-consumer-confidence-what-to-know-this-week-194329712.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2170488786","content_text":"Investors this week are set to closely monitor developments in Washington, D.C., as lawmakers race to pass legislation to avoid a government shutdown by the end of the month and debate raising the debt ceiling. Elsewhere, economic data on consumer confidence is also due for release.\nThe Senate is expected to vote Monday on a procedural motion over the legislation passed by the House of Representatives last week. That bill included a plan to temporarily fund the government through early December, and came alongside a measure to raise the government debt ceiling through December 2022.\nThe latter point has been an area of contention for Senate Republicans, who are only narrowly outnumbered by Democratic lawmakers in both chambers and who have threatened to block the bill in its current form.\nSenate Republicans including Minority Leader Mitch McConnell have suggested that Democratic lawmakers should use the budget reconciliation process to raise the debt ceiling without Republican support. McConnell has, however, supported a short-term government funding bill that excludes a debt ceiling suspension.\n\"If they [the Democrats] want to tax, borrow and spend historic sums of money without our input, they’ll have to raise the debt limit without our help. This is the reality,” McConnell said on the Senate floor last week.\nDemocratic lawmakers, for their part, have called for the move to raise the debt limit be bipartisan to prevent the government from defaulting on its obligations. The Treasury Department has warned that the U.S. could default on its debts as soon as October in absence of congressional action.\n\"The U.S. has always paid its bills on time, but the overwhelming consensus among economists and Treasury officials of both parties is that failing to raise the debt limit would produce widespread economic catastrophe,\" Treasury Secretary Janet Yellen wrote in an op-ed in the Wall Street Journal last week.\nFederal Reserve Chair Jerome Powell also warned of the consequences of a failure to raise the debt ceiling during his post-FOMC meeting press conference last week.\n\"It's just very important that the debt ceiling be raised in a timely fashion so that the United States can pay its bills when and as they come due. That's a critically important thing,\" he said. \"The failure to do that is something that could result in severe reactions, severe damage to the economy and to the financial markets ... no one should assume that the Fed or anyone else can protect the markets or the economy in the event of a failure.\"\nA dead Elm tree is removed on the West Front of the Capitol in Washington, Friday, Sept. 10, 2021. (AP Photo/J. Scott Applewhite)ASSOCIATED PRESS\nAmid the standoff, the Office of Management and Budget began warning federal agencies last week to prepare for a potential government shutdown. The reminder served as a standard warning one week out from Congress's deadline to reach an agreement to at least temporarily continue funding the government.\nThough leaders of both political parties have agreed that a continuing resolution to avoid the shutdown at the end of the month is needed, the ongoing tension over raising the debt limit has served as a potential roadblock in this effort.\n\"We still expect Congress to avert a partial government shutdown at the start of October. Republicans won’t vote for the current continuing resolution being touted by the Democratic leadership, which also includes a new debt ceiling suspension,\" wrote Paul Ashworth, chief North America economist for Capital Economics, in a note Friday. \"But we expect a Plan B to emerge next week with the latter stripped out, which Republicans will support.\"\n\"The bigger issue is that there doesn’t appear to be an easy path to raising the debt ceiling by mid-October, which is when estimates suggest the Treasury’s will exhaust the 'extraordinary measures it is currently using to keep the lights on,\" he added.\nInvestors have also grown jittery as the debates wore on, with stocks posting their worst day since May last week amid a confluence of concerns that also included debt concerns with China Evergrande.\nMany strategists, however, have suggested market participants need not be overly concerned about the impacts of a potential government shutdown.\n\"Historically, we've seen that government shutdowns tend to be short-lived,\" Jordan Jackson, JPMorgan Asset Management global market strategist, told Yahoo Finance Live on Friday. \"We also know that for those non-essential federal employees, they do get furlough pay as well.\"\n\"If it lasts more than 30 days, it's certainly going to have a bigger impact on the economy. But generally speaking, these shutdowns tend to be short-lived and markets — while they may correct in the short-term — they do sort of continue to grind higher,\" he added. \"I think it's certainly a risk in terms of a short-term mini correction there. But again, with all the liquidity out there, I think any sort of blip in the markets will be short-lived.\"\nHistorical equity performance during and immediately following a government shutdown has also tended to point to a muted market impact.\n\"In the 14 government shutdowns since 1980, the S&P 500 generated median returns of -0.1% on the dates of budget authority expiration, 0.1% during the shutdown periods, and 0.3% on the dates of resolution,\" David Kostin, Goldman Sachs chief equity strategist, wrote in a note published on Sept. 21.\n\"One notable exception was the most recent federal shutdown in December 2018, when the S&P 500 fell 2% on the spending authority expiration date,\" he added. \"However, this decline was likely driven primarily by investor concerns about Fed tightening.\"\nKostin also noted that the typical government shutdown since 1980 has only lasted three days before ultimately being resolved. More recent shutdowns have lasted several times longer, however, with the duration of the four most recent federal shutdowns averaging 18 days, Kostin said.\nConsumer confidence\nOn the economic data front, one of the most closely watched new pieces of data will be on consumer confidence.\nThe Conference Board is set to release its September consumer confidence index Tuesday morning. Economists expect the index to tick up only slightly compared to August, with consumers' views on the coronavirus and rising prices stabilizing near the lowest level since February.\nSpecifically, consensus economists are looking for the index to rise to 115.0 in September after dropping to 113.8 in August. During the last monthly report, consumers' assessments of current business and labor market conditions both eased, and expectations for the next six months out also deteriorated.\n\"Consumer confidence fell to a six-month low in August, due to concerns around the Delta variant and inflation,\" wrote Bank of America economist Michelle Meyer in a note on Friday. \"We think these concerns largely remained in September.\"\nAt the time, Lynn Franco, senior director of economic indicators at the Conference Board, said it was still \"too soon to conclude\" whether decline in consumer confidence would \"result in consumers significantly curtailing their spending in the months ahead.\"\nThe latest spending data has also been equivocal. The Commerce Department's latest report showed retail sales rose 0.7% in August after declining in July. However, the categories posting the biggest declines were areas like e-commerce shops and grocery stores, suggesting consumer behavior was shifting back toward stay-in-place trends and away from in-person events like restaurant dining amid the latest wave of the coronavirus.\nEconomic calendar\n\nMonday: Durable goods orders, August preliminary (0.6% expected, -0.1% in July); Durable goods excluding transportation, August preliminary (0.5% expected, 0.8% in July); Non-defense capital goods orders excluding aircraft, August preliminary (0.3% expected, 0.1% in July); Non-defense capital goods orders excluding aircraft, August preliminary (0.9% in July); Dallas Fed Manufacturing Activity Index, September (11.0 expected, 9.0 in July)\nTuesday: Advance goods trade balance, August (-$87.0 billion expected, -$86.4 billion in July); Wholesale inventories, month-over-month, August preliminary (0.6% in July); Retail inventories, month-over-month, August (0.4% in July); FHFA House Price Index, month-over-month, July (1.5% expected, 1.6% in July); S&P CoreLogic Case-Shiller 20-City Composite Index, month-over-month, July (1.62% expected, 1.77% in June); S&P CoreLogic Case-Shiller 20-City Composite Index, month-over-month, July (20.1% expected, 19.08% in June); Conference Board Consumer Confidence Index, September (114.2 expected, 113.8 in August); Richmond Fed Manufacturing Index, September (9 in August)\nWednesday: MBA Mortgage Applications, week ended September 24 (4.9% during prior month); Pending home sales, month-over-month, August (1.0% expected, -1.8% in July)\nThursday: Initial jobless claims, week ended September 25 (320,000 expected, 351,000 during prior week); Continuing claims, week ended September 18 (2.845 million during prior week); GDP annualized, quarter-over-quarter, second-quarter third estimate (6.7% expected, 6.6% in prior estimate); Personal consumption, second-quarter third estimate (11.9% in prior estimate); Core personal consumption expenditures, second quarter third estimate (6.1% in prior estimate); MNI Chicago PMI, September (65.0 expected, 66.8 in August)\nFriday: Personal income, August (0.2% expected, 1.1% in July); Personal spending, August (0.7% expected, 0.3% in July); Personal consumption expenditures core deflator, month-over-over, August (0.2% expected, 0.3% in July); Personal consumption expenditures core deflator, year-over-year, August (3.6% expected, 3.6% in July); Markit manufacturing PMI, September final (60.5 in prior estimate); Construction spending, month-over-month, August (0.3% expected, 0.3% in July); University of Michigan sentiment, September final (71.0 expected, 71.0 in prior print); ISM Manufacturing, September (59.5 expected, 59.9 in August)\n\nEarnings calendar\n\nMonday: Aurora Cannabis (ACB) after market close\nTuesday: Micron Technology (MU) after market close.\nWednesday: No notable reports scheduled for release\nThursday: CarMax (KMX), Bed Bath & Beyond (BBBY) before market open; Jefferies (JEF) after market close\nFriday: No notable reports scheduled for releas","news_type":1,"symbols_score_info":{"SPY.AU":0.9}},"isVote":1,"tweetType":1,"viewCount":904,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":861582700,"gmtCreate":1632524409900,"gmtModify":1632713567939,"author":{"id":"4094824274303910","authorId":"4094824274303910","name":"jochen","avatar":"https://static.tigerbbs.com/5c1f2c08c8fd5f34bc708bc9415c25c1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094824274303910","authorIdStr":"4094824274303910"},"themes":[],"htmlText":"🐯","listText":"🐯","text":"🐯","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/861582700","repostId":"1104085778","repostType":4,"repost":{"id":"1104085778","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1632498166,"share":"https://www.laohu8.com/m/news/1104085778?lang=zh_CN&edition=full","pubTime":"2021-09-24 23:42","market":"us","language":"en","title":"IPO opening reminder: Cue Health opens for trading at $19.2, up 20% from IPO price.<blockquote>IPO开盘提醒:Cue Health开盘价为19.2美元,较IPO价格上涨20%。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1104085778","media":"Tiger Newspress","summary":"(Sept 24) Cue Health Inc. opens for trading at $19.2, up 20% from IPO price.\n\nCompany & Technology\nS","content":"<p>(Sept 24) <a href=\"https://laohu8.com/S/HLTH\">Cue Health Inc.</a> opens for trading at $19.2, up 20% from IPO price.</p><p><blockquote>(9月24日)<a href=\"https://laohu8.com/S/HLTH\">提示健康公司。</a>开盘价为19.2美元,较IPO价格上涨20%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c7270662a08ec3dac176aa52bf5cbd1a\" tg-width=\"902\" tg-height=\"560\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <b>Company & Technology</b></p><p><blockquote><b>公司与技术</b></blockquote></p><p> San Diego, California-based Cue was founded to first develop a COVID-19 test kit and integrated information platform for processing and communication.</p><p><blockquote>总部位于加利福尼亚州圣地亚哥的Cue成立的目的是首先开发新冠肺炎测试套件和用于处理和通信的集成信息平台。</blockquote></p><p> Management is headed by co-founder, Chairman and CEO Ayub Khattak, who has been with the firm since inception and holds a B.S. in mathematics from UCLA.</p><p><blockquote>管理层由联合创始人、董事长兼首席执行官Ayub Khattak领导,他自公司成立以来一直在公司工作,并拥有学士学位。加州大学洛杉矶分校数学专业。</blockquote></p><p> The company’s primary offerings in its Cue Integrated Care Platform:</p><p><blockquote>该公司在其Cue综合护理平台中的主要产品:</blockquote></p><p> <ul> <li>Health monitoring system</p><p><blockquote><ul><li>健康监测系统</li></ul></blockquote></p><p></li> <li>Rader</p><p><blockquote><li>雷达</li></blockquote></p><p></li> <li>Cartridge</p><p><blockquote><li>弹壳</li></blockquote></p><p></li> <li>Wand</p><p><blockquote><li>墙</li></blockquote></p><p></li> <li>Data</p><p><blockquote><li>数据</li></blockquote></p><p></li> <li>Delivery apps</p><p><blockquote><li>交付应用程序</li></blockquote></p><p></li> <li>Enterprise dashboard</p><p><blockquote><li>企业仪表板</li></blockquote></p><p></li> <li>Ecosystem integrations</p><p><blockquote><li>生态系统集成</li></blockquote></p><p></li> </ul> Cue has received at least $176 million in equity investment from investors including ACME Capital, Cove Investors, Decheng Capital China Life Sciences, Madrone and NVGA I.</p><p><blockquote>Cue已经获得了包括ACME Capital、Cove Investors、德诚资本中国生命科学、Madrone和NVGA I在内的投资者至少1.76亿美元的股权投资。</blockquote></p><p> <b>Customer/User Acquisition</b></p><p><blockquote><b>客户/用户获取</b></blockquote></p><p> The company pursues healthcare provider relationships through its in-house direct sales team focused on healthcare providers, large enterprises and public sector clients.</p><p><blockquote>该公司通过其专注于医疗保健提供商、大型企业和公共部门客户的内部直销团队寻求医疗保健提供商关系。</blockquote></p><p> Management expects 2021 customer demand for its COVID-19 test kits to exceed its manufacturing capacity.</p><p><blockquote>管理层预计,2021年客户对其COVID-19检测试剂盒的需求将超过其生产能力。</blockquote></p><p> Sales and Marketing expenses as a percentage of total revenue have varied as revenues have increased sharply, as the figures below indicate:</p><p><blockquote>销售及营销开支佔总收入的百分比随着收入急剧增加而变化,如下图所示:</blockquote></p><p> <table> <tbody> <tr> <td><b>Sales and Marketing</b></p><p><blockquote><table><tbody><tr><td><b>销售及市场推广</b></td></tr></tbody></table></blockquote></p><p></td> <td><b>Expenses vs. Revenue</b></p><p><blockquote><td><b>费用与收入</b></td></blockquote></p><p></td> </tr> <tr> <td>Period</p><p><blockquote><tr><td>周期</td></tr></blockquote></p><p></td> <td>Percentage</p><p><blockquote><td>百分比</td></blockquote></p><p></td> </tr> <tr> <td>Six Mos. Ended June 30, 2021</p><p><blockquote><tr><td>六个月。截至2021年6月30日止</td></tr></blockquote></p><p></td> <td>1.0%</p><p><blockquote><td>1.0%</td></blockquote></p><p></td> </tr> <tr> <td>2020</p><p><blockquote><tr><td>2020</td></tr></blockquote></p><p></td> <td>3.1%</p><p><blockquote><td>3.1%</td></blockquote></p><p></td> </tr> <tr> <td>2019</p><p><blockquote><tr><td>2019</td></tr></blockquote></p><p></td> <td>1.3%</p><p><blockquote><td>1.3%</td></blockquote></p><p></td> </tr> </tbody> </table> The Sales and Marketing efficiency rate, defined as how many dollars of additional new revenue are generated by each dollar of Sales and Marketing spend, was 100.5x in the most recent reporting period, as shown in the table below:</p><p><blockquote>销售和营销效率率(定义为每美元销售和营销支出产生多少美元的额外新收入)在最近一个报告期内为100.5倍,如下表所示:</blockquote></p><p> <table> <tbody> <tr> <td><b>Sales and Marketing</b></p><p><blockquote><table><tbody><tr><td><b>销售及市场推广</b></td></tr></tbody></table></blockquote></p><p></td> <td><b>Efficiency Rate</b></p><p><blockquote><td><b>效率率</b></td></blockquote></p><p></td> </tr> <tr> <td>Period</p><p><blockquote><tr><td>周期</td></tr></blockquote></p><p></td> <td>Multiple</p><p><blockquote><td>多个的</td></blockquote></p><p></td> </tr> <tr> <td>Six Mos. Ended June 30, 2021</p><p><blockquote><tr><td>六个月。截至2021年6月30日止</td></tr></blockquote></p><p></td> <td>100.5</p><p><blockquote><td>100.5</td></blockquote></p><p></td> </tr> <tr> <td>2020</p><p><blockquote><tr><td>2020</td></tr></blockquote></p><p></td> <td>22.9</p><p><blockquote><td>22.9</td></blockquote></p><p></td> </tr> </tbody> </table> <b>Market & Competition</b></p><p><blockquote><b>市场与竞争</b></blockquote></p><p> According to a 2020 marketresearch reportby Grand View Research, the global market for COVID-19 detection kits was an estimated $3.28 billion in 2020 and is expected to reach $5 billion by 2027.</p><p><blockquote>根据Grand View Research的2020年市场研究报告,2020年新冠肺炎检测试剂盒的全球市场估计为32.8亿美元,预计到2027年将达到50亿美元。</blockquote></p><p> This represents a forecast CAGR of 5.05% from 2021 to 2027.</p><p><blockquote>这意味着2021年至2027年的预测复合年增长率为5.05%。</blockquote></p><p> The main drivers for this expected growth are a strong growth in demand for testing services of all types on a global basis.</p><p><blockquote>这一预期增长的主要驱动力是全球对所有类型测试服务需求的强劲增长。</blockquote></p><p> Also, below is a chart showing the market share of use of detection kits by end-user type:</p><p><blockquote>此外,下图显示了按最终用户类型划分的检测试剂盒使用的市场份额:</blockquote></p><p> <img src=\"https://static.tigerbbs.com/4b7fc60b336bae7685e08132f8176b57\" tg-width=\"1158\" tg-height=\"618\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> (Source)</p><p><blockquote>(资料来源)</blockquote></p><p> Major competitive or other industry participants include:</p><p><blockquote>主要竞争对手或其他行业参与者包括:</blockquote></p><p> <ul> <li>Abbott Laboratories(NYSE:ABT)</p><p><blockquote><ul><li>雅培实验室(纽约证券交易所代码:ABT)</li></ul></blockquote></p><p></li> <li>Becton, Dickinson(NYSE:BDX)</p><p><blockquote><li>迪金森贝克顿(纽约证券交易所代码:BDX)</li></blockquote></p><p></li> <li>bioMerieux(OTCPK:BMXMF)</p><p><blockquote><li>生物梅里埃(OTCPK:BMXMF)</li></blockquote></p><p></li> <li>Bio-Rad Laboratories(NYSE:BIO)</p><p><blockquote><li>Bio-Rad实验室(纽约证券交易所股票代码:BIO)</li></blockquote></p><p></li> <li>Danaher(NYSE:DHR)</p><p><blockquote><li>丹纳赫(纽约证券交易所代码:DHR)</li></blockquote></p><p></li> <li>Ellume Limited</p><p><blockquote><li>Ellume有限公司</li></blockquote></p><p></li> <li>Everly Health</p><p><blockquote><li>艾弗利健康</li></blockquote></p><p></li> <li>Roche(OTCQX:RHHBY)(OTCQX:RHHBF)</p><p><blockquote><li>罗氏(OTCQX:RHHBY)(OTCQX:RHHBF)</li></blockquote></p><p></li> <li>Fluidigm(NASDAQ:FLDM)</p><p><blockquote><li>Fluidigm(纳斯达克:FLDM)</li></blockquote></p><p></li> <li>GenMark Diagnostics(NASDAQ:GNMK)</p><p><blockquote><li>GenMark Diagnostics(纳斯达克:GNMK)</li></blockquote></p><p></li> <li>Others</p><p><blockquote><li>其他</li></blockquote></p><p></li> </ul> <b>Financial Performance</b></p><p><blockquote><b>财务表现</b></blockquote></p><p> Cue’s recent financial results can be summarized as follows:</p><p><blockquote>Cue近期财务业绩可总结如下:</blockquote></p><p> <ul> <li>Sharply growing top line revenue</p><p><blockquote><ul><li>营收急剧增长</li></ul></blockquote></p><p></li> <li>Increasing gross profit and variable gross margin</p><p><blockquote><li>增加毛利及可变毛利率</li></blockquote></p><p></li> <li>A swing to operating profit and net income</p><p><blockquote><li>营业利润和净利润的波动</li></blockquote></p><p></li> <li>Variable cash flow from operations</p><p><blockquote><li>经营活动产生的可变现金流量</li></blockquote></p><p></li> </ul> Below are relevant financial results derived from the firm’s registration statement:</p><p><blockquote>以下是来自公司注册声明的相关财务业绩:</blockquote></p><p> <table> <colgroup></colgroup> <tbody> <tr> <td><b>Total Revenue</b></p><p><blockquote><table><colgroup></colgroup><tbody><tr><td><b>收入总额</b></td></tr></tbody></table></blockquote></p><p></td> </tr> <tr> <td>Period</p><p><blockquote><tr><td>周期</td></tr></blockquote></p><p></td> <td>Total Revenue</p><p><blockquote><td>收入总额</td></blockquote></p><p></td> <td>% Variance vs. Prior</p><p><blockquote><td>与既往相比的%差异</td></blockquote></p><p></td> </tr> <tr> <td>Six Mos. Ended June 30, 2021</p><p><blockquote><tr><td>六个月。截至2021年6月30日止</td></tr></blockquote></p><p></td> <td>$ 201,922,000</p><p><blockquote><td>$201,922,000</td></blockquote></p><p></td> <td>3971.0%</p><p><blockquote><td>3971.0%</td></blockquote></p><p></td> </tr> <tr> <td>2020</p><p><blockquote><tr><td>2020</td></tr></blockquote></p><p></td> <td>$ 22,953,000</p><p><blockquote><td>$22,953,000</td></blockquote></p><p></td> <td>246.4%</p><p><blockquote><td>246.4%</td></blockquote></p><p></td> </tr> <tr> <td>2019</p><p><blockquote><tr><td>2019</td></tr></blockquote></p><p></td> <td>$ 6,626,000</p><p><blockquote><td>$6,626,000</td></blockquote></p><p></td> </tr> <tr></tr> <tr> <td><b>Gross Profit (Loss)</b></p><p><blockquote><tr></tr><tr><td><b>毛利(亏损)</b></td></tr></blockquote></p><p></td> </tr> <tr> <td>Period</p><p><blockquote><tr><td>周期</td></tr></blockquote></p><p></td> <td>Gross Profit (Loss)</p><p><blockquote><td>毛利(亏损)</td></blockquote></p><p></td> <td>% Variance vs. Prior</p><p><blockquote><td>与既往差异%</td></blockquote></p><p></td> </tr> <tr> <td>Six Mos. Ended June 30, 2021</p><p><blockquote><tr><td>六个月。截至2021年6月30日止</td></tr></blockquote></p><p></td> <td>$ 116,745,000</p><p><blockquote><td>$116,745,000</td></blockquote></p><p></td> <td>2253.7%</p><p><blockquote><td>2253.7%</td></blockquote></p><p></td> </tr> <tr> <td>2020</p><p><blockquote><tr><td>2020</td></tr></blockquote></p><p></td> <td>$ 8,002,000</p><p><blockquote><td>$8,002,000</td></blockquote></p><p></td> <td>20.8%</p><p><blockquote><td>20.8%</td></blockquote></p><p></td> </tr> <tr> <td>2019</p><p><blockquote><tr><td>2019</td></tr></blockquote></p><p></td> <td>$ 6,626,000</p><p><blockquote><td>$6,626,000</td></blockquote></p><p></p><p></td> </tr> <tr></tr> <tr> <td><b>Gross Margin</b></p><p><blockquote><tr></tr><tr><td><b>毛利率</b></td></tr></blockquote></p><p></td> </tr> <tr> <td>Period</p><p><blockquote><tr><td>周期</td></tr></blockquote></p><p></td> <td>Gross Margin</p><p><blockquote><td>毛利率</td></blockquote></p><p></td> </tr> <tr> <td>Six Mos. Ended June 30, 2021</p><p><blockquote><tr><td>六个月。截至2021年6月30日止</td></tr></blockquote></p><p></td> <td>57.82%</p><p><blockquote><td>57.82%</td></blockquote></p><p></td> </tr> <tr> <td>2020</p><p><blockquote><tr><td>2020</td></tr></blockquote></p><p></td> <td>34.86%</p><p><blockquote><td>34.86%</td></blockquote></p><p></td> </tr> <tr> <td>2019</p><p><blockquote><tr><td>2019</td></tr></blockquote></p><p></td> <td>100.00%</p><p><blockquote><td>100.00%</td></blockquote></p><p></td> </tr> <tr></tr> <tr> <td><b>Operating Profit (Loss)</b></p><p><blockquote><tr></tr><tr><td><b>经营溢利(亏损)</b></td></tr></blockquote></p><p></td> </tr> <tr> <td>Period</p><p><blockquote><tr><td>周期</td></tr></blockquote></p><p></td> <td>Operating Profit (Loss)</p><p><blockquote><td>经营溢利(亏损)</td></blockquote></p><p></td> <td>Operating Margin</p><p><blockquote><td>营业利润率</td></blockquote></p><p></td> </tr> <tr> <td>Six Mos. Ended June 30, 2021</p><p><blockquote><tr><td>六个月。截至2021年6月30日止</td></tr></blockquote></p><p></td> <td>$ 79,463,000</p><p><blockquote><td>$79,463,000</td></blockquote></p><p></td> <td>39.4%</p><p><blockquote><td>39.4%</td></blockquote></p><p></td> </tr> <tr> <td>2020</p><p><blockquote><tr><td>2020</td></tr></blockquote></p><p></td> <td>$ (45,126,000)</p><p><blockquote><td>$(45,126,000)</td></blockquote></p><p></td> <td>-196.6%</p><p><blockquote><td>-196.6%</td></blockquote></p><p></td> </tr> <tr> <td>2019</p><p><blockquote><tr><td>2019</td></tr></blockquote></p><p></td> <td>$ (20,767,000)</p><p><blockquote><td>$(20,767,000)</td></blockquote></p><p></td> <td>-313.4%</p><p><blockquote><td>-313.4%</td></blockquote></p><p></td> </tr> <tr></tr> <tr> <td><b>Net Income (Loss)</b></p><p><blockquote><tr></tr><tr><td><b>净利润(亏损)</b></td></tr></blockquote></p><p></td> </tr> <tr> <td>Period</p><p><blockquote><tr><td>周期</td></tr></blockquote></p><p></td> <td>Net Income (Loss)</p><p><blockquote><td>净利润(亏损)</td></blockquote></p><p></td> </tr> <tr> <td>Six Mos. Ended June 30, 2021</p><p><blockquote><tr><td>六个月。截至2021年6月30日止</td></tr></blockquote></p><p></td> <td>$ 32,840,000</p><p><blockquote><td>$32,840,000</td></blockquote></p><p></td> </tr> <tr> <td>2020</p><p><blockquote><tr><td>2020</td></tr></blockquote></p><p></td> <td>$ (47,352,000)</p><p><blockquote><td>$(47,352,000)</td></blockquote></p><p></td> </tr> <tr> <td>2019</p><p><blockquote><tr><td>2019</td></tr></blockquote></p><p></td> <td>$ (20,606,000)</p><p><blockquote><td>$(20,606,000)</td></blockquote></p><p></td> </tr> <tr></tr> <tr> <td><b>Cash Flow From Operations</b></p><p><blockquote><tr></tr><tr><td><b>经营所得现金流量</b></td></tr></blockquote></p><p></td> </tr> <tr> <td>Period</p><p><blockquote><tr><td>周期</td></tr></blockquote></p><p></td> <td>Cash Flow From Operations</p><p><blockquote><td>经营所得现金流量</td></blockquote></p><p></td> </tr> <tr> <td>Six Mos. Ended June 30, 2021</p><p><blockquote><tr><td>六个月。截至2021年6月30日止</td></tr></blockquote></p><p></td> <td>$ (37,812,000)</p><p><blockquote><td>$(37,812,000)</td></blockquote></p><p></td> </tr> <tr> <td>2020</p><p><blockquote><tr><td>2020</td></tr></blockquote></p><p></td> <td>$ 92,655,000</p><p><blockquote><td>$92,655,000</td></blockquote></p><p></td> </tr> <tr> <td>2019</p><p><blockquote><tr><td>2019</td></tr></blockquote></p><p></td> <td>$ (12,996,000)</p><p><blockquote><td>$(12,996,000)</td></blockquote></p><p></td> </tr> </tbody> </table> As of June 30, 2021, Cue had $246.3 million in cash and $516.3 million in total liabilities.</p><p><blockquote>截至2021年6月30日,Cue拥有2.463亿美元现金,总负债为5.163亿美元。</blockquote></p><p> Free cash flow during the twelve months ended June 30, 2021, was negative ($60 million).</p><p><blockquote>截至2021年6月30日的12个月内,自由现金流为负(6000万美元)。</blockquote></p><p> <b>Valuation Metrics</b></p><p><blockquote><b>估值指标</b></blockquote></p><p> Below is a table of relevant capitalization and valuation figures for the company:</p><p><blockquote>下表为本公司的相关资本化及估值数字:</blockquote></p><p> <table> <colgroup></colgroup> <tbody> <tr> <td><b>Measure [TTM]</b></p><p><blockquote><table><colgroup></colgroup><tbody><tr><td><b>测量[TTM]</b></td></tr></tbody></table></blockquote></p><p></td> <td><b>Amount</b></p><p><blockquote><td><b>数量</b></td></blockquote></p><p></td> </tr> <tr> <td>Market Capitalization at IPO</p><p><blockquote><tr><td>IPO时的市值</td></tr></blockquote></p><p></td> <td>$2,299,981,232</p><p><blockquote><td>$2,299,981,232</td></blockquote></p><p></td> </tr> <tr> <td>Enterprise Value</p><p><blockquote><tr><td>企业价值</td></tr></blockquote></p><p></td> <td>$1,874,455,232</p><p><blockquote><td>$1,874,455,232</td></blockquote></p><p></td> </tr> <tr> <td>Price / Sales</p><p><blockquote><tr><td>价格/销售额</td></tr></blockquote></p><p></td> <td>10.46</p><p><blockquote><td>10.46</td></blockquote></p><p></td> </tr> <tr> <td>EV / Revenue</p><p><blockquote><tr><td>EV/收入</td></tr></blockquote></p><p></td> <td>8.52</p><p><blockquote><td>8.52</td></blockquote></p><p></td> </tr> <tr> <td>EV / EBITDA</p><p><blockquote><tr><td>EV/EBITDA</td></tr></blockquote></p><p></td> <td>35.46</p><p><blockquote><td>35.46</td></blockquote></p><p></td> </tr> <tr> <td>Earnings Per Share</p><p><blockquote><tr><td>每股盈利</td></tr></blockquote></p><p></td> <td>$0.03</p><p><blockquote><td>$0.03</td></blockquote></p><p></td> </tr> <tr> <td>Float To Outstanding Shares Ratio</p><p><blockquote><tr><td>流通股与流通股比率</td></tr></blockquote></p><p></td> <td>8.70%</p><p><blockquote><td>8.70%</td></blockquote></p><p></td> </tr> <tr> <td>Proposed IPO Midpoint Price per Share</p><p><blockquote><tr><td>建议IPO每股中点价格</td></tr></blockquote></p><p></td> <td>$16.00</p><p><blockquote><td>$16.00</td></blockquote></p><p></td> </tr> <tr> <td>Net Free Cash Flow</p><p><blockquote><tr><td>净自由现金流</td></tr></blockquote></p><p></td> <td>-$59,920,000</p><p><blockquote><td>-$59,920,000</td></blockquote></p><p></td> </tr> <tr> <td>Free Cash Flow Yield Per Share</p><p><blockquote><tr><td>每股自由现金流收益率</td></tr></blockquote></p><p></td> <td>-2.61%</p><p><blockquote><td>-2.61%</td></blockquote></p><p></td> </tr> <tr> <td>Revenue Growth Rate</p><p><blockquote><tr><td>收入增长率</td></tr></blockquote></p><p></td> <td>3971.01%</p><p><blockquote><td>3971.01%</td></blockquote></p><p></td> </tr> </tbody> </table> As a reference, a potential partial and imperfect public comparable to Cue would be Bio-Rad (BIO); below is a comparison of their primary valuation metrics:</p><p><blockquote>作为参考,与Cue相当的潜在部分和不完美的公共将是Bio-Rad(BIO);以下是其主要估值指标的比较:</blockquote></p><p> <table> <colgroup></colgroup> <tbody> <tr> <td><b>Metric</b></p><p><blockquote><table><colgroup></colgroup><tbody><tr><td><b>公制</b></td></tr></tbody></table></blockquote></p><p></td> <td><b>Bio-Rad (BIO)</b></p><p><blockquote><td><b>Bio-Rad(生物)</b></td></blockquote></p><p></td> <td><b>Cue Health (HLTH)</b></p><p><blockquote><td><b>提示健康(HLTH)</b></td></blockquote></p><p></td> <td><b>Variance</b></p><p><blockquote><td><b>差异</b></td></blockquote></p><p></td> </tr> <tr> <td>Price / Sales</p><p><blockquote><tr><td>价格/销售额</td></tr></blockquote></p><p></td> <td>8.15</p><p><blockquote><td>8.15</td></blockquote></p><p></td> <td>10.46</p><p><blockquote><td>10.46</td></blockquote></p><p></td> <td>28.3%</p><p><blockquote><td>28.3%</td></blockquote></p><p></td> </tr> <tr> <td>EV / Revenue</p><p><blockquote><tr><td>EV/收入</td></tr></blockquote></p><p></td> <td>7.82</p><p><blockquote><td>7.82</td></blockquote></p><p></td> <td>8.52</p><p><blockquote><td>8.52</td></blockquote></p><p></td> <td>9.0%</p><p><blockquote><td>9.0%</td></blockquote></p><p></td> </tr> <tr> <td>EV / EBITDA</p><p><blockquote><tr><td>EV/EBITDA</td></tr></blockquote></p><p></td> <td>31.66</p><p><blockquote><td>31.66</td></blockquote></p><p></td> <td>35.46</p><p><blockquote><td>35.46</td></blockquote></p><p></td> <td>12.0%</p><p><blockquote><td>12.0%</td></blockquote></p><p></td> </tr> <tr> <td>Earnings Per Share</p><p><blockquote><tr><td>每股盈利</td></tr></blockquote></p><p></td> <td>$134.05</p><p><blockquote><td>$134.05</td></blockquote></p><p></td> <td>$0.03</p><p><blockquote><td>$0.03</td></blockquote></p><p></td> <td>-100.0%</p><p><blockquote><td>-100.0%</td></blockquote></p><p></td> </tr> <tr> <td>Revenue Growth Rate</p><p><blockquote><tr><td>收入增长率</td></tr></blockquote></p><p></td> <td>25.6%</p><p><blockquote><td>25.6%</td></blockquote></p><p></td> <td>3971.01%</p><p><blockquote><td>3971.01%</td></blockquote></p><p></td> <td>15436.03%</p><p><blockquote><td>15436.03%</td></blockquote></p><p></td> </tr> <tr> <td>(Glossary Of Terms)</p><p><blockquote><tr><td>(术语表)</td></tr></blockquote></p><p></td> </tr> </tbody> </table> <b>Commentary</b></p><p><blockquote><b>评论</b></blockquote></p><p> Cue is seeking public investment capital to further scale its commercialization operations as well as continue its R & D efforts.</p><p><blockquote>Cue正在寻求公共投资资本,以进一步扩大其商业化业务并继续其研发工作。</blockquote></p><p> The company’s financials show sharply growing top line revenue, strong growth in gross profit and variable gross margin, a swing to operating profit and net income and highly fluctuating cash flow from or use in operations</p><p><blockquote>该公司的财务数据显示,营收大幅增长,毛利润和可变毛利率强劲增长,营业利润和净利润出现波动,经营活动产生或使用的现金流高度波动</blockquote></p><p> Free cash flow for the twelve months ended June 30, 2021, was an eye-popping negative ($60 million).</p><p><blockquote>截至2021年6月30日的12个月的自由现金流是令人瞠目结舌的负值(6000万美元)。</blockquote></p><p> Sales and Marketing expenses as a percentage of total revenue have fluctuated as revenues have increased dramatically; its Sales and Marketing efficiency rate was an extremely high 100.5x in the most recent reporting period.</p><p><blockquote>销售和营销费用占总收入的百分比随着收入的急剧增加而波动;在最近的报告期内,其销售和营销效率高达100.5倍。</blockquote></p><p> The market opportunity for COVID-19 and related test kit platforms is large and will likely grow at a high rate of growth over the coming years as countries around the world seek to bolster their testing capabilities in the wake of the recent global pandemic.</p><p><blockquote>新冠肺炎和相关检测试剂盒平台的市场机会很大,并且在未来几年可能会以高增长率增长,因为世界各国在最近的全球疫情之后寻求增强其检测能力。</blockquote></p><p></p><p> Goldman Sachs is the lead left underwriter and IPOs led by the firm over the last 12-month period have generated an average return of 39.9% since their IPO. This is a mid-tier performance for all major underwriters during the period.</p><p><blockquote>高盛是首席承销商,该公司在过去12个月内牵头的IPO自IPO以来的平均回报率为39.9%。这是期内所有主要承销商的中等表现。</blockquote></p><p> The primary risk to the firm now is that it is essentially a one-product company, so its revenue base is heavily concentrated.</p><p><blockquote>该公司现在面临的主要风险是,它本质上是一家单一产品公司,因此其收入基础高度集中。</blockquote></p><p> As for valuation, compared to partial competitor Bio-Rad Laboratories, the IPO is reasonably valued on a revenue multiple, although Cue is growing at a much higher rate of growth from a much lower revenue base, so the comparison is strained at best.</p><p><blockquote>至于估值,与部分竞争对手Bio-Rad Laboratories相比,IPO的收入倍数估值合理,尽管Cue在收入基础低得多的情况下以高得多的增长率增长,因此这种比较充其量是紧张的。</blockquote></p><p> Given Cue’s growth trajectory, profitability and reasonable IPO valuation, the IPO is worth consideration.</p><p><blockquote>鉴于Cue的增长轨迹、盈利能力和合理的IPO估值,此次IPO值得考虑。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>IPO opening reminder: Cue Health opens for trading at $19.2, up 20% from IPO price.<blockquote>IPO开盘提醒:Cue Health开盘价为19.2美元,较IPO价格上涨20%。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIPO opening reminder: Cue Health opens for trading at $19.2, up 20% from IPO price.<blockquote>IPO开盘提醒:Cue Health开盘价为19.2美元,较IPO价格上涨20%。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-09-24 23:42</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>(Sept 24) <a href=\"https://laohu8.com/S/HLTH\">Cue Health Inc.</a> opens for trading at $19.2, up 20% from IPO price.</p><p><blockquote>(9月24日)<a href=\"https://laohu8.com/S/HLTH\">提示健康公司。</a>开盘价为19.2美元,较IPO价格上涨20%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c7270662a08ec3dac176aa52bf5cbd1a\" tg-width=\"902\" tg-height=\"560\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <b>Company & Technology</b></p><p><blockquote><b>公司与技术</b></blockquote></p><p> San Diego, California-based Cue was founded to first develop a COVID-19 test kit and integrated information platform for processing and communication.</p><p><blockquote>总部位于加利福尼亚州圣地亚哥的Cue成立的目的是首先开发新冠肺炎测试套件和用于处理和通信的集成信息平台。</blockquote></p><p> Management is headed by co-founder, Chairman and CEO Ayub Khattak, who has been with the firm since inception and holds a B.S. in mathematics from UCLA.</p><p><blockquote>管理层由联合创始人、董事长兼首席执行官Ayub Khattak领导,他自公司成立以来一直在公司工作,并拥有学士学位。加州大学洛杉矶分校数学专业。</blockquote></p><p> The company’s primary offerings in its Cue Integrated Care Platform:</p><p><blockquote>该公司在其Cue综合护理平台中的主要产品:</blockquote></p><p> <ul> <li>Health monitoring system</p><p><blockquote><ul><li>健康监测系统</li></ul></blockquote></p><p></li> <li>Rader</p><p><blockquote><li>雷达</li></blockquote></p><p></li> <li>Cartridge</p><p><blockquote><li>弹壳</li></blockquote></p><p></li> <li>Wand</p><p><blockquote><li>墙</li></blockquote></p><p></li> <li>Data</p><p><blockquote><li>数据</li></blockquote></p><p></li> <li>Delivery apps</p><p><blockquote><li>交付应用程序</li></blockquote></p><p></li> <li>Enterprise dashboard</p><p><blockquote><li>企业仪表板</li></blockquote></p><p></li> <li>Ecosystem integrations</p><p><blockquote><li>生态系统集成</li></blockquote></p><p></li> </ul> Cue has received at least $176 million in equity investment from investors including ACME Capital, Cove Investors, Decheng Capital China Life Sciences, Madrone and NVGA I.</p><p><blockquote>Cue已经获得了包括ACME Capital、Cove Investors、德诚资本中国生命科学、Madrone和NVGA I在内的投资者至少1.76亿美元的股权投资。</blockquote></p><p> <b>Customer/User Acquisition</b></p><p><blockquote><b>客户/用户获取</b></blockquote></p><p> The company pursues healthcare provider relationships through its in-house direct sales team focused on healthcare providers, large enterprises and public sector clients.</p><p><blockquote>该公司通过其专注于医疗保健提供商、大型企业和公共部门客户的内部直销团队寻求医疗保健提供商关系。</blockquote></p><p> Management expects 2021 customer demand for its COVID-19 test kits to exceed its manufacturing capacity.</p><p><blockquote>管理层预计,2021年客户对其COVID-19检测试剂盒的需求将超过其生产能力。</blockquote></p><p> Sales and Marketing expenses as a percentage of total revenue have varied as revenues have increased sharply, as the figures below indicate:</p><p><blockquote>销售及营销开支佔总收入的百分比随着收入急剧增加而变化,如下图所示:</blockquote></p><p> <table> <tbody> <tr> <td><b>Sales and Marketing</b></p><p><blockquote><table><tbody><tr><td><b>销售及市场推广</b></td></tr></tbody></table></blockquote></p><p></td> <td><b>Expenses vs. Revenue</b></p><p><blockquote><td><b>费用与收入</b></td></blockquote></p><p></td> </tr> <tr> <td>Period</p><p><blockquote><tr><td>周期</td></tr></blockquote></p><p></td> <td>Percentage</p><p><blockquote><td>百分比</td></blockquote></p><p></td> </tr> <tr> <td>Six Mos. Ended June 30, 2021</p><p><blockquote><tr><td>六个月。截至2021年6月30日止</td></tr></blockquote></p><p></td> <td>1.0%</p><p><blockquote><td>1.0%</td></blockquote></p><p></td> </tr> <tr> <td>2020</p><p><blockquote><tr><td>2020</td></tr></blockquote></p><p></td> <td>3.1%</p><p><blockquote><td>3.1%</td></blockquote></p><p></td> </tr> <tr> <td>2019</p><p><blockquote><tr><td>2019</td></tr></blockquote></p><p></td> <td>1.3%</p><p><blockquote><td>1.3%</td></blockquote></p><p></td> </tr> </tbody> </table> The Sales and Marketing efficiency rate, defined as how many dollars of additional new revenue are generated by each dollar of Sales and Marketing spend, was 100.5x in the most recent reporting period, as shown in the table below:</p><p><blockquote>销售和营销效率率(定义为每美元销售和营销支出产生多少美元的额外新收入)在最近一个报告期内为100.5倍,如下表所示:</blockquote></p><p> <table> <tbody> <tr> <td><b>Sales and Marketing</b></p><p><blockquote><table><tbody><tr><td><b>销售及市场推广</b></td></tr></tbody></table></blockquote></p><p></td> <td><b>Efficiency Rate</b></p><p><blockquote><td><b>效率率</b></td></blockquote></p><p></td> </tr> <tr> <td>Period</p><p><blockquote><tr><td>周期</td></tr></blockquote></p><p></td> <td>Multiple</p><p><blockquote><td>多个的</td></blockquote></p><p></td> </tr> <tr> <td>Six Mos. Ended June 30, 2021</p><p><blockquote><tr><td>六个月。截至2021年6月30日止</td></tr></blockquote></p><p></td> <td>100.5</p><p><blockquote><td>100.5</td></blockquote></p><p></td> </tr> <tr> <td>2020</p><p><blockquote><tr><td>2020</td></tr></blockquote></p><p></td> <td>22.9</p><p><blockquote><td>22.9</td></blockquote></p><p></td> </tr> </tbody> </table> <b>Market & Competition</b></p><p><blockquote><b>市场与竞争</b></blockquote></p><p> According to a 2020 marketresearch reportby Grand View Research, the global market for COVID-19 detection kits was an estimated $3.28 billion in 2020 and is expected to reach $5 billion by 2027.</p><p><blockquote>根据Grand View Research的2020年市场研究报告,2020年新冠肺炎检测试剂盒的全球市场估计为32.8亿美元,预计到2027年将达到50亿美元。</blockquote></p><p> This represents a forecast CAGR of 5.05% from 2021 to 2027.</p><p><blockquote>这意味着2021年至2027年的预测复合年增长率为5.05%。</blockquote></p><p> The main drivers for this expected growth are a strong growth in demand for testing services of all types on a global basis.</p><p><blockquote>这一预期增长的主要驱动力是全球对所有类型测试服务需求的强劲增长。</blockquote></p><p> Also, below is a chart showing the market share of use of detection kits by end-user type:</p><p><blockquote>此外,下图显示了按最终用户类型划分的检测试剂盒使用的市场份额:</blockquote></p><p> <img src=\"https://static.tigerbbs.com/4b7fc60b336bae7685e08132f8176b57\" tg-width=\"1158\" tg-height=\"618\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> (Source)</p><p><blockquote>(资料来源)</blockquote></p><p> Major competitive or other industry participants include:</p><p><blockquote>主要竞争对手或其他行业参与者包括:</blockquote></p><p> <ul> <li>Abbott Laboratories(NYSE:ABT)</p><p><blockquote><ul><li>雅培实验室(纽约证券交易所代码:ABT)</li></ul></blockquote></p><p></li> <li>Becton, Dickinson(NYSE:BDX)</p><p><blockquote><li>迪金森贝克顿(纽约证券交易所代码:BDX)</li></blockquote></p><p></li> <li>bioMerieux(OTCPK:BMXMF)</p><p><blockquote><li>生物梅里埃(OTCPK:BMXMF)</li></blockquote></p><p></li> <li>Bio-Rad Laboratories(NYSE:BIO)</p><p><blockquote><li>Bio-Rad实验室(纽约证券交易所股票代码:BIO)</li></blockquote></p><p></li> <li>Danaher(NYSE:DHR)</p><p><blockquote><li>丹纳赫(纽约证券交易所代码:DHR)</li></blockquote></p><p></li> <li>Ellume Limited</p><p><blockquote><li>Ellume有限公司</li></blockquote></p><p></li> <li>Everly Health</p><p><blockquote><li>艾弗利健康</li></blockquote></p><p></li> <li>Roche(OTCQX:RHHBY)(OTCQX:RHHBF)</p><p><blockquote><li>罗氏(OTCQX:RHHBY)(OTCQX:RHHBF)</li></blockquote></p><p></li> <li>Fluidigm(NASDAQ:FLDM)</p><p><blockquote><li>Fluidigm(纳斯达克:FLDM)</li></blockquote></p><p></li> <li>GenMark Diagnostics(NASDAQ:GNMK)</p><p><blockquote><li>GenMark Diagnostics(纳斯达克:GNMK)</li></blockquote></p><p></li> <li>Others</p><p><blockquote><li>其他</li></blockquote></p><p></li> </ul> <b>Financial Performance</b></p><p><blockquote><b>财务表现</b></blockquote></p><p> Cue’s recent financial results can be summarized as follows:</p><p><blockquote>Cue近期财务业绩可总结如下:</blockquote></p><p> <ul> <li>Sharply growing top line revenue</p><p><blockquote><ul><li>营收急剧增长</li></ul></blockquote></p><p></li> <li>Increasing gross profit and variable gross margin</p><p><blockquote><li>增加毛利及可变毛利率</li></blockquote></p><p></li> <li>A swing to operating profit and net income</p><p><blockquote><li>营业利润和净利润的波动</li></blockquote></p><p></li> <li>Variable cash flow from operations</p><p><blockquote><li>经营活动产生的可变现金流量</li></blockquote></p><p></li> </ul> Below are relevant financial results derived from the firm’s registration statement:</p><p><blockquote>以下是来自公司注册声明的相关财务业绩:</blockquote></p><p> <table> <colgroup></colgroup> <tbody> <tr> <td><b>Total Revenue</b></p><p><blockquote><table><colgroup></colgroup><tbody><tr><td><b>收入总额</b></td></tr></tbody></table></blockquote></p><p></td> </tr> <tr> <td>Period</p><p><blockquote><tr><td>周期</td></tr></blockquote></p><p></td> <td>Total Revenue</p><p><blockquote><td>收入总额</td></blockquote></p><p></td> <td>% Variance vs. Prior</p><p><blockquote><td>与既往相比的%差异</td></blockquote></p><p></td> </tr> <tr> <td>Six Mos. Ended June 30, 2021</p><p><blockquote><tr><td>六个月。截至2021年6月30日止</td></tr></blockquote></p><p></td> <td>$ 201,922,000</p><p><blockquote><td>$201,922,000</td></blockquote></p><p></td> <td>3971.0%</p><p><blockquote><td>3971.0%</td></blockquote></p><p></td> </tr> <tr> <td>2020</p><p><blockquote><tr><td>2020</td></tr></blockquote></p><p></td> <td>$ 22,953,000</p><p><blockquote><td>$22,953,000</td></blockquote></p><p></td> <td>246.4%</p><p><blockquote><td>246.4%</td></blockquote></p><p></td> </tr> <tr> <td>2019</p><p><blockquote><tr><td>2019</td></tr></blockquote></p><p></td> <td>$ 6,626,000</p><p><blockquote><td>$6,626,000</td></blockquote></p><p></td> </tr> <tr></tr> <tr> <td><b>Gross Profit (Loss)</b></p><p><blockquote><tr></tr><tr><td><b>毛利(亏损)</b></td></tr></blockquote></p><p></td> </tr> <tr> <td>Period</p><p><blockquote><tr><td>周期</td></tr></blockquote></p><p></td> <td>Gross Profit (Loss)</p><p><blockquote><td>毛利(亏损)</td></blockquote></p><p></td> <td>% Variance vs. Prior</p><p><blockquote><td>与既往差异%</td></blockquote></p><p></td> </tr> <tr> <td>Six Mos. Ended June 30, 2021</p><p><blockquote><tr><td>六个月。截至2021年6月30日止</td></tr></blockquote></p><p></td> <td>$ 116,745,000</p><p><blockquote><td>$116,745,000</td></blockquote></p><p></td> <td>2253.7%</p><p><blockquote><td>2253.7%</td></blockquote></p><p></td> </tr> <tr> <td>2020</p><p><blockquote><tr><td>2020</td></tr></blockquote></p><p></td> <td>$ 8,002,000</p><p><blockquote><td>$8,002,000</td></blockquote></p><p></td> <td>20.8%</p><p><blockquote><td>20.8%</td></blockquote></p><p></td> </tr> <tr> <td>2019</p><p><blockquote><tr><td>2019</td></tr></blockquote></p><p></td> <td>$ 6,626,000</p><p><blockquote><td>$6,626,000</td></blockquote></p><p></p><p></td> </tr> <tr></tr> <tr> <td><b>Gross Margin</b></p><p><blockquote><tr></tr><tr><td><b>毛利率</b></td></tr></blockquote></p><p></td> </tr> <tr> <td>Period</p><p><blockquote><tr><td>周期</td></tr></blockquote></p><p></td> <td>Gross Margin</p><p><blockquote><td>毛利率</td></blockquote></p><p></td> </tr> <tr> <td>Six Mos. Ended June 30, 2021</p><p><blockquote><tr><td>六个月。截至2021年6月30日止</td></tr></blockquote></p><p></td> <td>57.82%</p><p><blockquote><td>57.82%</td></blockquote></p><p></td> </tr> <tr> <td>2020</p><p><blockquote><tr><td>2020</td></tr></blockquote></p><p></td> <td>34.86%</p><p><blockquote><td>34.86%</td></blockquote></p><p></td> </tr> <tr> <td>2019</p><p><blockquote><tr><td>2019</td></tr></blockquote></p><p></td> <td>100.00%</p><p><blockquote><td>100.00%</td></blockquote></p><p></td> </tr> <tr></tr> <tr> <td><b>Operating Profit (Loss)</b></p><p><blockquote><tr></tr><tr><td><b>经营溢利(亏损)</b></td></tr></blockquote></p><p></td> </tr> <tr> <td>Period</p><p><blockquote><tr><td>周期</td></tr></blockquote></p><p></td> <td>Operating Profit (Loss)</p><p><blockquote><td>经营溢利(亏损)</td></blockquote></p><p></td> <td>Operating Margin</p><p><blockquote><td>营业利润率</td></blockquote></p><p></td> </tr> <tr> <td>Six Mos. Ended June 30, 2021</p><p><blockquote><tr><td>六个月。截至2021年6月30日止</td></tr></blockquote></p><p></td> <td>$ 79,463,000</p><p><blockquote><td>$79,463,000</td></blockquote></p><p></td> <td>39.4%</p><p><blockquote><td>39.4%</td></blockquote></p><p></td> </tr> <tr> <td>2020</p><p><blockquote><tr><td>2020</td></tr></blockquote></p><p></td> <td>$ (45,126,000)</p><p><blockquote><td>$(45,126,000)</td></blockquote></p><p></td> <td>-196.6%</p><p><blockquote><td>-196.6%</td></blockquote></p><p></td> </tr> <tr> <td>2019</p><p><blockquote><tr><td>2019</td></tr></blockquote></p><p></td> <td>$ (20,767,000)</p><p><blockquote><td>$(20,767,000)</td></blockquote></p><p></td> <td>-313.4%</p><p><blockquote><td>-313.4%</td></blockquote></p><p></td> </tr> <tr></tr> <tr> <td><b>Net Income (Loss)</b></p><p><blockquote><tr></tr><tr><td><b>净利润(亏损)</b></td></tr></blockquote></p><p></td> </tr> <tr> <td>Period</p><p><blockquote><tr><td>周期</td></tr></blockquote></p><p></td> <td>Net Income (Loss)</p><p><blockquote><td>净利润(亏损)</td></blockquote></p><p></td> </tr> <tr> <td>Six Mos. Ended June 30, 2021</p><p><blockquote><tr><td>六个月。截至2021年6月30日止</td></tr></blockquote></p><p></td> <td>$ 32,840,000</p><p><blockquote><td>$32,840,000</td></blockquote></p><p></td> </tr> <tr> <td>2020</p><p><blockquote><tr><td>2020</td></tr></blockquote></p><p></td> <td>$ (47,352,000)</p><p><blockquote><td>$(47,352,000)</td></blockquote></p><p></td> </tr> <tr> <td>2019</p><p><blockquote><tr><td>2019</td></tr></blockquote></p><p></td> <td>$ (20,606,000)</p><p><blockquote><td>$(20,606,000)</td></blockquote></p><p></td> </tr> <tr></tr> <tr> <td><b>Cash Flow From Operations</b></p><p><blockquote><tr></tr><tr><td><b>经营所得现金流量</b></td></tr></blockquote></p><p></td> </tr> <tr> <td>Period</p><p><blockquote><tr><td>周期</td></tr></blockquote></p><p></td> <td>Cash Flow From Operations</p><p><blockquote><td>经营所得现金流量</td></blockquote></p><p></td> </tr> <tr> <td>Six Mos. Ended June 30, 2021</p><p><blockquote><tr><td>六个月。截至2021年6月30日止</td></tr></blockquote></p><p></td> <td>$ (37,812,000)</p><p><blockquote><td>$(37,812,000)</td></blockquote></p><p></td> </tr> <tr> <td>2020</p><p><blockquote><tr><td>2020</td></tr></blockquote></p><p></td> <td>$ 92,655,000</p><p><blockquote><td>$92,655,000</td></blockquote></p><p></td> </tr> <tr> <td>2019</p><p><blockquote><tr><td>2019</td></tr></blockquote></p><p></td> <td>$ (12,996,000)</p><p><blockquote><td>$(12,996,000)</td></blockquote></p><p></td> </tr> </tbody> </table> As of June 30, 2021, Cue had $246.3 million in cash and $516.3 million in total liabilities.</p><p><blockquote>截至2021年6月30日,Cue拥有2.463亿美元现金,总负债为5.163亿美元。</blockquote></p><p> Free cash flow during the twelve months ended June 30, 2021, was negative ($60 million).</p><p><blockquote>截至2021年6月30日的12个月内,自由现金流为负(6000万美元)。</blockquote></p><p> <b>Valuation Metrics</b></p><p><blockquote><b>估值指标</b></blockquote></p><p> Below is a table of relevant capitalization and valuation figures for the company:</p><p><blockquote>下表为本公司的相关资本化及估值数字:</blockquote></p><p> <table> <colgroup></colgroup> <tbody> <tr> <td><b>Measure [TTM]</b></p><p><blockquote><table><colgroup></colgroup><tbody><tr><td><b>测量[TTM]</b></td></tr></tbody></table></blockquote></p><p></td> <td><b>Amount</b></p><p><blockquote><td><b>数量</b></td></blockquote></p><p></td> </tr> <tr> <td>Market Capitalization at IPO</p><p><blockquote><tr><td>IPO时的市值</td></tr></blockquote></p><p></td> <td>$2,299,981,232</p><p><blockquote><td>$2,299,981,232</td></blockquote></p><p></td> </tr> <tr> <td>Enterprise Value</p><p><blockquote><tr><td>企业价值</td></tr></blockquote></p><p></td> <td>$1,874,455,232</p><p><blockquote><td>$1,874,455,232</td></blockquote></p><p></td> </tr> <tr> <td>Price / Sales</p><p><blockquote><tr><td>价格/销售额</td></tr></blockquote></p><p></td> <td>10.46</p><p><blockquote><td>10.46</td></blockquote></p><p></td> </tr> <tr> <td>EV / Revenue</p><p><blockquote><tr><td>EV/收入</td></tr></blockquote></p><p></td> <td>8.52</p><p><blockquote><td>8.52</td></blockquote></p><p></td> </tr> <tr> <td>EV / EBITDA</p><p><blockquote><tr><td>EV/EBITDA</td></tr></blockquote></p><p></td> <td>35.46</p><p><blockquote><td>35.46</td></blockquote></p><p></td> </tr> <tr> <td>Earnings Per Share</p><p><blockquote><tr><td>每股盈利</td></tr></blockquote></p><p></td> <td>$0.03</p><p><blockquote><td>$0.03</td></blockquote></p><p></td> </tr> <tr> <td>Float To Outstanding Shares Ratio</p><p><blockquote><tr><td>流通股与流通股比率</td></tr></blockquote></p><p></td> <td>8.70%</p><p><blockquote><td>8.70%</td></blockquote></p><p></td> </tr> <tr> <td>Proposed IPO Midpoint Price per Share</p><p><blockquote><tr><td>建议IPO每股中点价格</td></tr></blockquote></p><p></td> <td>$16.00</p><p><blockquote><td>$16.00</td></blockquote></p><p></td> </tr> <tr> <td>Net Free Cash Flow</p><p><blockquote><tr><td>净自由现金流</td></tr></blockquote></p><p></td> <td>-$59,920,000</p><p><blockquote><td>-$59,920,000</td></blockquote></p><p></td> </tr> <tr> <td>Free Cash Flow Yield Per Share</p><p><blockquote><tr><td>每股自由现金流收益率</td></tr></blockquote></p><p></td> <td>-2.61%</p><p><blockquote><td>-2.61%</td></blockquote></p><p></td> </tr> <tr> <td>Revenue Growth Rate</p><p><blockquote><tr><td>收入增长率</td></tr></blockquote></p><p></td> <td>3971.01%</p><p><blockquote><td>3971.01%</td></blockquote></p><p></td> </tr> </tbody> </table> As a reference, a potential partial and imperfect public comparable to Cue would be Bio-Rad (BIO); below is a comparison of their primary valuation metrics:</p><p><blockquote>作为参考,与Cue相当的潜在部分和不完美的公共将是Bio-Rad(BIO);以下是其主要估值指标的比较:</blockquote></p><p> <table> <colgroup></colgroup> <tbody> <tr> <td><b>Metric</b></p><p><blockquote><table><colgroup></colgroup><tbody><tr><td><b>公制</b></td></tr></tbody></table></blockquote></p><p></td> <td><b>Bio-Rad (BIO)</b></p><p><blockquote><td><b>Bio-Rad(生物)</b></td></blockquote></p><p></td> <td><b>Cue Health (HLTH)</b></p><p><blockquote><td><b>提示健康(HLTH)</b></td></blockquote></p><p></td> <td><b>Variance</b></p><p><blockquote><td><b>差异</b></td></blockquote></p><p></td> </tr> <tr> <td>Price / Sales</p><p><blockquote><tr><td>价格/销售额</td></tr></blockquote></p><p></td> <td>8.15</p><p><blockquote><td>8.15</td></blockquote></p><p></td> <td>10.46</p><p><blockquote><td>10.46</td></blockquote></p><p></td> <td>28.3%</p><p><blockquote><td>28.3%</td></blockquote></p><p></td> </tr> <tr> <td>EV / Revenue</p><p><blockquote><tr><td>EV/收入</td></tr></blockquote></p><p></td> <td>7.82</p><p><blockquote><td>7.82</td></blockquote></p><p></td> <td>8.52</p><p><blockquote><td>8.52</td></blockquote></p><p></td> <td>9.0%</p><p><blockquote><td>9.0%</td></blockquote></p><p></td> </tr> <tr> <td>EV / EBITDA</p><p><blockquote><tr><td>EV/EBITDA</td></tr></blockquote></p><p></td> <td>31.66</p><p><blockquote><td>31.66</td></blockquote></p><p></td> <td>35.46</p><p><blockquote><td>35.46</td></blockquote></p><p></td> <td>12.0%</p><p><blockquote><td>12.0%</td></blockquote></p><p></td> </tr> <tr> <td>Earnings Per Share</p><p><blockquote><tr><td>每股盈利</td></tr></blockquote></p><p></td> <td>$134.05</p><p><blockquote><td>$134.05</td></blockquote></p><p></td> <td>$0.03</p><p><blockquote><td>$0.03</td></blockquote></p><p></td> <td>-100.0%</p><p><blockquote><td>-100.0%</td></blockquote></p><p></td> </tr> <tr> <td>Revenue Growth Rate</p><p><blockquote><tr><td>收入增长率</td></tr></blockquote></p><p></td> <td>25.6%</p><p><blockquote><td>25.6%</td></blockquote></p><p></td> <td>3971.01%</p><p><blockquote><td>3971.01%</td></blockquote></p><p></td> <td>15436.03%</p><p><blockquote><td>15436.03%</td></blockquote></p><p></td> </tr> <tr> <td>(Glossary Of Terms)</p><p><blockquote><tr><td>(术语表)</td></tr></blockquote></p><p></td> </tr> </tbody> </table> <b>Commentary</b></p><p><blockquote><b>评论</b></blockquote></p><p> Cue is seeking public investment capital to further scale its commercialization operations as well as continue its R & D efforts.</p><p><blockquote>Cue正在寻求公共投资资本,以进一步扩大其商业化业务并继续其研发工作。</blockquote></p><p> The company’s financials show sharply growing top line revenue, strong growth in gross profit and variable gross margin, a swing to operating profit and net income and highly fluctuating cash flow from or use in operations</p><p><blockquote>该公司的财务数据显示,营收大幅增长,毛利润和可变毛利率强劲增长,营业利润和净利润出现波动,经营活动产生或使用的现金流高度波动</blockquote></p><p> Free cash flow for the twelve months ended June 30, 2021, was an eye-popping negative ($60 million).</p><p><blockquote>截至2021年6月30日的12个月的自由现金流是令人瞠目结舌的负值(6000万美元)。</blockquote></p><p> Sales and Marketing expenses as a percentage of total revenue have fluctuated as revenues have increased dramatically; its Sales and Marketing efficiency rate was an extremely high 100.5x in the most recent reporting period.</p><p><blockquote>销售和营销费用占总收入的百分比随着收入的急剧增加而波动;在最近的报告期内,其销售和营销效率高达100.5倍。</blockquote></p><p> The market opportunity for COVID-19 and related test kit platforms is large and will likely grow at a high rate of growth over the coming years as countries around the world seek to bolster their testing capabilities in the wake of the recent global pandemic.</p><p><blockquote>新冠肺炎和相关检测试剂盒平台的市场机会很大,并且在未来几年可能会以高增长率增长,因为世界各国在最近的全球疫情之后寻求增强其检测能力。</blockquote></p><p></p><p> Goldman Sachs is the lead left underwriter and IPOs led by the firm over the last 12-month period have generated an average return of 39.9% since their IPO. This is a mid-tier performance for all major underwriters during the period.</p><p><blockquote>高盛是首席承销商,该公司在过去12个月内牵头的IPO自IPO以来的平均回报率为39.9%。这是期内所有主要承销商的中等表现。</blockquote></p><p> The primary risk to the firm now is that it is essentially a one-product company, so its revenue base is heavily concentrated.</p><p><blockquote>该公司现在面临的主要风险是,它本质上是一家单一产品公司,因此其收入基础高度集中。</blockquote></p><p> As for valuation, compared to partial competitor Bio-Rad Laboratories, the IPO is reasonably valued on a revenue multiple, although Cue is growing at a much higher rate of growth from a much lower revenue base, so the comparison is strained at best.</p><p><blockquote>至于估值,与部分竞争对手Bio-Rad Laboratories相比,IPO的收入倍数估值合理,尽管Cue在收入基础低得多的情况下以高得多的增长率增长,因此这种比较充其量是紧张的。</blockquote></p><p> Given Cue’s growth trajectory, profitability and reasonable IPO valuation, the IPO is worth consideration.</p><p><blockquote>鉴于Cue的增长轨迹、盈利能力和合理的IPO估值,此次IPO值得考虑。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HLTH":"Cue Health Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104085778","content_text":"(Sept 24) Cue Health Inc. opens for trading at $19.2, up 20% from IPO price.\n\nCompany & Technology\nSan Diego, California-based Cue was founded to first develop a COVID-19 test kit and integrated information platform for processing and communication.\nManagement is headed by co-founder, Chairman and CEO Ayub Khattak, who has been with the firm since inception and holds a B.S. in mathematics from UCLA.\nThe company’s primary offerings in its Cue Integrated Care Platform:\n\nHealth monitoring system\nRader\nCartridge\nWand\nData\nDelivery apps\nEnterprise dashboard\nEcosystem integrations\n\nCue has received at least $176 million in equity investment from investors including ACME Capital, Cove Investors, Decheng Capital China Life Sciences, Madrone and NVGA I.\nCustomer/User Acquisition\nThe company pursues healthcare provider relationships through its in-house direct sales team focused on healthcare providers, large enterprises and public sector clients.\nManagement expects 2021 customer demand for its COVID-19 test kits to exceed its manufacturing capacity.\nSales and Marketing expenses as a percentage of total revenue have varied as revenues have increased sharply, as the figures below indicate:\n\n\n\nSales and Marketing\nExpenses vs. Revenue\n\n\nPeriod\nPercentage\n\n\nSix Mos. Ended June 30, 2021\n1.0%\n\n\n2020\n3.1%\n\n\n2019\n1.3%\n\n\n\nThe Sales and Marketing efficiency rate, defined as how many dollars of additional new revenue are generated by each dollar of Sales and Marketing spend, was 100.5x in the most recent reporting period, as shown in the table below:\n\n\n\nSales and Marketing\nEfficiency Rate\n\n\nPeriod\nMultiple\n\n\nSix Mos. Ended June 30, 2021\n100.5\n\n\n2020\n22.9\n\n\n\nMarket & Competition\nAccording to a 2020 marketresearch reportby Grand View Research, the global market for COVID-19 detection kits was an estimated $3.28 billion in 2020 and is expected to reach $5 billion by 2027.\nThis represents a forecast CAGR of 5.05% from 2021 to 2027.\nThe main drivers for this expected growth are a strong growth in demand for testing services of all types on a global basis.\nAlso, below is a chart showing the market share of use of detection kits by end-user type:\n\n(Source)\nMajor competitive or other industry participants include:\n\nAbbott Laboratories(NYSE:ABT)\nBecton, Dickinson(NYSE:BDX)\nbioMerieux(OTCPK:BMXMF)\nBio-Rad Laboratories(NYSE:BIO)\nDanaher(NYSE:DHR)\nEllume Limited\nEverly Health\nRoche(OTCQX:RHHBY)(OTCQX:RHHBF)\nFluidigm(NASDAQ:FLDM)\nGenMark Diagnostics(NASDAQ:GNMK)\nOthers\n\nFinancial Performance\nCue’s recent financial results can be summarized as follows:\n\nSharply growing top line revenue\nIncreasing gross profit and variable gross margin\nA swing to operating profit and net income\nVariable cash flow from operations\n\nBelow are relevant financial results derived from the firm’s registration statement:\n\n\n\n\nTotal Revenue\n\n\nPeriod\nTotal Revenue\n% Variance vs. Prior\n\n\nSix Mos. Ended June 30, 2021\n$ 201,922,000\n3971.0%\n\n\n2020\n$ 22,953,000\n246.4%\n\n\n2019\n$ 6,626,000\n\n\n\nGross Profit (Loss)\n\n\nPeriod\nGross Profit (Loss)\n% Variance vs. Prior\n\n\nSix Mos. Ended June 30, 2021\n$ 116,745,000\n2253.7%\n\n\n2020\n$ 8,002,000\n20.8%\n\n\n2019\n$ 6,626,000\n\n\n\nGross Margin\n\n\nPeriod\nGross Margin\n\n\nSix Mos. Ended June 30, 2021\n57.82%\n\n\n2020\n34.86%\n\n\n2019\n100.00%\n\n\n\nOperating Profit (Loss)\n\n\nPeriod\nOperating Profit (Loss)\nOperating Margin\n\n\nSix Mos. Ended June 30, 2021\n$ 79,463,000\n39.4%\n\n\n2020\n$ (45,126,000)\n-196.6%\n\n\n2019\n$ (20,767,000)\n-313.4%\n\n\n\nNet Income (Loss)\n\n\nPeriod\nNet Income (Loss)\n\n\nSix Mos. Ended June 30, 2021\n$ 32,840,000\n\n\n2020\n$ (47,352,000)\n\n\n2019\n$ (20,606,000)\n\n\n\nCash Flow From Operations\n\n\nPeriod\nCash Flow From Operations\n\n\nSix Mos. Ended June 30, 2021\n$ (37,812,000)\n\n\n2020\n$ 92,655,000\n\n\n2019\n$ (12,996,000)\n\n\n\nAs of June 30, 2021, Cue had $246.3 million in cash and $516.3 million in total liabilities.\nFree cash flow during the twelve months ended June 30, 2021, was negative ($60 million).\nValuation Metrics\nBelow is a table of relevant capitalization and valuation figures for the company:\n\n\n\n\nMeasure [TTM]\nAmount\n\n\nMarket Capitalization at IPO\n$2,299,981,232\n\n\nEnterprise Value\n$1,874,455,232\n\n\nPrice / Sales\n10.46\n\n\nEV / Revenue\n8.52\n\n\nEV / EBITDA\n35.46\n\n\nEarnings Per Share\n$0.03\n\n\nFloat To Outstanding Shares Ratio\n8.70%\n\n\nProposed IPO Midpoint Price per Share\n$16.00\n\n\nNet Free Cash Flow\n-$59,920,000\n\n\nFree Cash Flow Yield Per Share\n-2.61%\n\n\nRevenue Growth Rate\n3971.01%\n\n\n\nAs a reference, a potential partial and imperfect public comparable to Cue would be Bio-Rad (BIO); below is a comparison of their primary valuation metrics:\n\n\n\n\nMetric\nBio-Rad (BIO)\nCue Health (HLTH)\nVariance\n\n\nPrice / Sales\n8.15\n10.46\n28.3%\n\n\nEV / Revenue\n7.82\n8.52\n9.0%\n\n\nEV / EBITDA\n31.66\n35.46\n12.0%\n\n\nEarnings Per Share\n$134.05\n$0.03\n-100.0%\n\n\nRevenue Growth Rate\n25.6%\n3971.01%\n15436.03%\n\n\n(Glossary Of Terms)\n\n\n\nCommentary\nCue is seeking public investment capital to further scale its commercialization operations as well as continue its R & D efforts.\nThe company’s financials show sharply growing top line revenue, strong growth in gross profit and variable gross margin, a swing to operating profit and net income and highly fluctuating cash flow from or use in operations\nFree cash flow for the twelve months ended June 30, 2021, was an eye-popping negative ($60 million).\nSales and Marketing expenses as a percentage of total revenue have fluctuated as revenues have increased dramatically; its Sales and Marketing efficiency rate was an extremely high 100.5x in the most recent reporting period.\nThe market opportunity for COVID-19 and related test kit platforms is large and will likely grow at a high rate of growth over the coming years as countries around the world seek to bolster their testing capabilities in the wake of the recent global pandemic.\nGoldman Sachs is the lead left underwriter and IPOs led by the firm over the last 12-month period have generated an average return of 39.9% since their IPO. This is a mid-tier performance for all major underwriters during the period.\nThe primary risk to the firm now is that it is essentially a one-product company, so its revenue base is heavily concentrated.\nAs for valuation, compared to partial competitor Bio-Rad Laboratories, the IPO is reasonably valued on a revenue multiple, although Cue is growing at a much higher rate of growth from a much lower revenue base, so the comparison is strained at best.\nGiven Cue’s growth trajectory, profitability and reasonable IPO valuation, the IPO is worth consideration.","news_type":1,"symbols_score_info":{"HLTH":0.9}},"isVote":1,"tweetType":1,"viewCount":740,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":861947461,"gmtCreate":1632451966353,"gmtModify":1632722256774,"author":{"id":"4094824274303910","authorId":"4094824274303910","name":"jochen","avatar":"https://static.tigerbbs.com/5c1f2c08c8fd5f34bc708bc9415c25c1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094824274303910","authorIdStr":"4094824274303910"},"themes":[],"htmlText":"🐯","listText":"🐯","text":"🐯","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/861947461","repostId":"1137784790","repostType":4,"repost":{"id":"1137784790","kind":"news","pubTimestamp":1632369156,"share":"https://www.laohu8.com/m/news/1137784790?lang=zh_CN&edition=full","pubTime":"2021-09-23 11:52","market":"us","language":"en","title":"5 Stocks to Buy in the September Sell-Off<blockquote>9月抛售中值得买入的5只股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1137784790","media":"Motley Fool","summary":"History has shown that a market sell-off is a great time to add quality companies to your portfolio. Although no one can predict when that will happen, a 10% drop occurs about once every two years. That's why I'm highlighting five high-quality companies to buy if the most recent swoon persists.I can't tell you where Adobe,Markel,Take Two Interactive Software,Vertex Pharmaceuticals, and BostonBeerwill trade next week or next month. But I'm confident they will significantly outperform the market o","content":"<p>History has shown that a market sell-off is a great time to add quality companies to your portfolio. Although no one can predict when that will happen, a 10% drop occurs about once every two years. That's why I'm highlighting five high-quality companies to buy if the most recent swoon persists.</p><p><blockquote>历史表明,市场抛售是将优质公司添加到您的投资组合中的绝佳时机。虽然没有人能预测这种情况何时会发生,但10%的下降大约每两年发生一次。这就是为什么如果最近的低迷持续下去,我会重点介绍五家值得买入的优质公司。</blockquote></p><p> I can't tell you where <b>Adobe</b>(NASDAQ:ADBE),<b>Markel</b>(NYSE:MKL),<b>Take Two Interactive Software</b>(NASDAQ:TTWO),<b>Vertex Pharmaceuticals</b>(NASDAQ:VRTX), and <b>BostonBeer</b>(NYSE:SAM)will trade next week or next month. But I'm confident they will significantly outperform the market over the next three-plus years. Here's why.</p><p><blockquote>我不能告诉你在哪里<b>土坯</b>(纳斯达克:ADBE),<b>马克尔</b>(纽约证券交易所代码:MKL),<b>拿两个互动软件</b>(纳斯达克:TTWO),<b>顶点制药</b>(纳斯达克:VRTX),以及<b>波士顿啤酒</b>(纽约证券交易所代码:SAM)将于下周或下个月交易。但我相信他们在未来三年多的时间里将显着跑赢市场。原因如下。</blockquote></p><p> <h3>Adobe</h3> At a market capitalization of $300 billion, Adobe is one of the largest software companies in the world. Its applications are the backbone of a lot of the content creative professionals produce. Through the years, it has also given them the ability to manage, measure, and monetize their output. The company breaks its results into three categories.</p><p><blockquote><h3>土坯</h3>Adobe的市值为3000亿美元,是全球最大的软件公司之一。它的应用程序是创意专业人士制作的许多内容的支柱。多年来,它还赋予了他们管理、衡量和货币化产出的能力。该公司将其业绩分为三类。</blockquote></p><p> Digital media encompasses the company's creative cloud offering. It's a subscription service that houses applications for virtually anyone creating or delivering content. The digital experience segment is a cloud platform that helps companies deliver the most engaging customer experiences. It provides everything from marketing management and automation to digital commerce and predictive analytics. Finally, its publishing and advertising division contains legacy products in addition to its advertising cloud offerings.</p><p><blockquote>数字媒体包括该公司的创意云产品。这是一种订阅服务,为几乎任何创建或交付内容的人提供应用程序。数字体验部门是一个云平台,帮助公司提供最具吸引力的客户体验。它提供从营销管理和自动化到数字商务和预测分析的一切。最后,除了广告云产品之外,其出版和广告部门还包含遗留产品。</blockquote></p><p> The business has performed amazingly well. Over the past decade, sales and free cash flow have grown 241% and 281%, respectively. Through the first nine months of its fiscal 2021, it posted revenue of $11.7 billion. That was up 24% from the same period last year and 43% over 2019. It carries little debt and its return on invested capital is 33%. That's slightly better than<b>Microsoft</b>.</p><p><blockquote>这项业务表现得非常好。过去十年,销售额和自由现金流分别增长了241%和281%。2021财年前9个月,该公司的收入为117亿美元。这比去年同期增长24%,比2019年增长43%。它几乎没有债务,投资资本回报率为33%。这比稍微好一点<b>微软</b>.</blockquote></p><p> CEO Shantanu Narayen sees strength across the business and believes the digital transformation will power the company's financial performance even while it invests in what it calls \"massive market opportunities.\" There is no question the runway is long. That's why I believe any significant sell-off is a gift to investors. Take advantage if you get it andbuy shares of Adobe.</p><p><blockquote>首席执行官Shantanu Narayen看到了整个业务的实力,并相信数字化转型将推动公司的财务业绩,即使公司投资于其评级的“巨大市场机会”。毫无疑问,跑道很长。这就是为什么我认为任何重大抛售都是给投资者的礼物。如果您获得它并购买Adobe股票,请充分利用它。</blockquote></p><p> <h3>Markel</h3> Markel has been called the \"baby Berkshire\" for its resemblance to <b>Berkshire Hathaway</b>. It is also an insurance company that uses some of its float -- premiums collected on policies that haven't been paid out in claims -- to invest in stocks and buy businesses. It also manages those businesses in a similar way, treating its holding period as forever.</p><p><blockquote><h3>马克尔</h3>马克尔被称为“小伯克希尔”,因为它与<b>伯克希尔哈撒韦</b>它也是一家保险公司,利用其部分流通量——从索赔中未支付的保单中收取的保费——投资股票和收购企业。它也以类似的方式管理这些业务,将其持有期视为永远。</blockquote></p><p> One big difference is that Markel is only a $16.5 billion company. That gives it more flexibility in what it can buy and offers the potential for decades of steady, market-beating returns for shareholders. Want proof? Would it surprise you to find out Markel's stock has outperformed Berkshire Hathaway since 1990? It has.</p><p><blockquote>一个很大的区别是Markel只是一家价值165亿美元的公司。这使其在购买商品方面具有更大的灵活性,并有可能为股东提供数十年稳定、跑赢市场的回报。想要证据吗?如果您发现马克尔的股票自1990年以来表现优于伯克希尔哈撒韦公司,您会感到惊讶吗?是的。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/263e423c73746672c28109121ec6d687\" tg-width=\"720\" tg-height=\"449\" referrerpolicy=\"no-referrer\"><span>MKLDATA BYYCHARTS</span></p><p><blockquote><p class=\"t-img-caption\"><span>MKL数据来自YCharts</span></p></blockquote></p><p> At less than 37 times the size of Warren Buffett's behemoth, Markel still has an almost limitless opportunity to employ the same model. It might not be an exciting technology stock or double your investment over a short time, but it is a proven market-beating company that can add ballast to a portfolio. If you get a chance to add shares during a sell-off, take it.</p><p><blockquote>马克尔的规模还不到沃伦·巴菲特这个庞然大物的37倍,但他仍然有几乎无限的机会采用同样的模式。它可能不是一只令人兴奋的科技股,也不是一只在短时间内让您的投资翻倍,但它是一家经过验证的跑赢市场的公司,可以为投资组合增添压舱石。如果您有机会在抛售期间增持股票,请抓住它。</blockquote></p><p> <h3>Take Two Interactive</h3> Take Two has one of the most popular video game franchises of all time --<i>Grand Theft Auto</i>. As of last year, the fifth installment in the series --<i>GTA V</i>-- was the third-best-selling video game ever. It trailed only<i>Minecraft</i>and<i>Tetris</i>. Want more proof? It took<i>GTA V</i>three days to reach $1 billion in sales. That's more than five times faster than the closest video game, the best-performing<i>Harry Potter</i>movie, and<i>Avatar</i>. And the company has more in its stable.</p><p><blockquote><h3>采取两个互动</h3>Take Two拥有有史以来最受欢迎的电子游戏系列之一--<i>侠盗猎车手</i>截至去年,该系列的第五部--<i>GTA V</i>——是有史以来第三畅销的视频游戏。它只落后了<i>Minecraft</i>和<i>俄罗斯方块</i>.想要更多证据吗?它花了<i>GTA V</i>三天销售额达到10亿美元。这比最接近的、性能最好的视频游戏快五倍以上<i>哈利波特</i>电影,和<i>阿凡达</i>.而且公司还有更多。</blockquote></p><p> Another of its popular games -- the<i>NBA2K</i>series -- is also praised for both its polish and commercial success. But what excites me about Take Two is what those games have in common. They both offer an immersive experience in a virtual world where the possibilities seem endless. As talk of a metaverse becomes more mainstream, the company has already proven it can create engaging virtual worlds where users participate in crafting their own experience, as well as the experience of others. It has set the company apart financially.</p><p><blockquote>它的另一个流行游戏——the<i>NBA 2K</i>系列-也因其波兰和商业上的成功而受到称赞。但Take Two让我兴奋的是这些游戏的共同点。它们都在虚拟世界中提供了身临其境的体验,在虚拟世界中,可能性似乎是无穷无尽的。随着元宇宙的讨论变得越来越主流,该公司已经证明它可以创建引人入胜的虚拟世界,用户可以在其中参与打造自己的体验以及他人的体验。它使公司在财务上脱颖而出。</blockquote></p><p> Since 2012, sales have grown 308%. That compares favorably to<b>Activision Blizzard</b>'s 70% and<b>Electronic Arts</b>' 36%. Of course, those publishers were already more established. Still, it helps highlight why I think Take Two is the game maker to buy in a market sell-off.</p><p><blockquote>自2012年以来,销售额增长了308%。与<b>动视暴雪</b>的70%和<b>电子艺界</b>'36%.当然,那些出版商已经更加成熟了。尽管如此,这有助于强调为什么我认为Take Two是在市场抛售中值得买入的游戏制造商。</blockquote></p><p></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b89d7f36b549065b4545a0fa5c997d02\" tg-width=\"720\" tg-height=\"466\" referrerpolicy=\"no-referrer\"><span>EA REVENUE (ANNUAL)DATA BYYCHARTS</span></p><p><blockquote><p class=\"t-img-caption\"><span>EA收入(年度)数据BYYCHARTS</span></p></blockquote></p><p> <h3>Vertex Pharmaceuticals</h3> Some drugmakers have a portfolio of treatments across many disease areas. Others focus on one type of ailment and work to dominate the space. That's how Vertex has built a market capitalization of $48 billion and annual revenue of $6.7 billion. The company has four approved drugs for cystic fibrosis -- a disease that causes mucus to build up in organs -- and treats roughly half of the 83,000 patients in the U.S., Europe, Australia, and Canada.</p><p><blockquote><h3>顶点制药</h3>一些制药商拥有涵盖许多疾病领域的治疗组合。其他人专注于一种疾病,并努力主导这一领域。这就是Vertex如何建立480亿美元的市值和67亿美元的年收入。该公司拥有四种已获批准的治疗囊性纤维化(一种导致器官粘液积聚的疾病)的药物,并治疗美国、欧洲、澳大利亚和加拿大83,000名患者中的大约一半。</blockquote></p><p> Management believes it can treat an additional 30,000 of those patients by successfully commercializing drugs in markets where it recently gained approval, obtaining approval in new markets, and rolling out its newest CF drug in the U.S. and Europe.</p><p><blockquote>管理层相信,通过在最近获得批准的市场成功实现药物商业化、在新市场获得批准以及在美国和欧洲推出最新的CF药物,它可以治疗另外30,000名患者。</blockquote></p><p> It has also partnered with other biotechs to maintain its position in CF and explore new growth opportunities. It spent $900 million to purchase a controlling interest in CTX001 -- its collaboration with<b>CRISPR Therapeutics</b>-- for treating sickle cell disease and beta thalassemia. The company also has a non-opioid pain treatment, a drug targeting kidney disease, and a stem cell-derived therapy for type 1 diabetes in clinical trials. Vertex also has pre-clinical gene-based programs with<b>Moderna</b>and Arbor Biotechnologies. It's a robust pipeline with a lot of potential.</p><p><blockquote>它还与其他生物技术公司合作,以保持其在CF的地位并探索新的增长机会。它斥资9亿美元购买了CTX001的控股权——它与<b>CRISPR疗法</b>——用于治疗镰状细胞病和β地中海贫血。该公司还有一种非阿片类疼痛治疗方法、一种针对肾脏疾病的药物以及一种针对1型糖尿病的干细胞衍生疗法正在临床试验中。Vertex还拥有临床前基于基因的项目<b>现代</b>和阿伯生物技术公司。这是一个强大的管道,具有很大的潜力。</blockquote></p><p> Despite that, Wall Street isn't giving the company a lot of credit. Itsprice-to-sales ratiois the lowest it has been since 2012 -- the year it began selling its first CF drug. Analysts expect sales to climb this year and next, making the discount even more pronounced. With a strong foundation in CF and so much potential in the pipeline, Vertex Pharmaceuticals might already be a steal.</p><p><blockquote>尽管如此,华尔街并没有给予该公司太多信任。其市销率是自2012年(该公司开始销售第一种CF药物的那一年)以来的最低水平。分析师预计今明两年的销量将攀升,这使得折扣更加明显。凭借强大的CF基础和如此大的潜力,Vertex Pharmaceuticals可能已经是抢手货了。</blockquote></p><p> <h3>Boston Beer</h3> Riding the trends in the alcoholic beverage industry is like being on a rollercoaster. Tastes in the U.S. have shifted over the years with wine, whiskey, hard cider, craft beers, and hard seltzer each taking a turn as the drink of choice. For the most part, Boston Beer has been able to succeed no matter what was in vogue. But it's been an up and down journey for shareholders. The stock has experienced drops of at least 60% three times in the last 20 years.</p><p><blockquote><h3>波士顿啤酒</h3>顺应酒精饮料行业的趋势就像坐过山车一样。多年来,美国人的口味发生了变化,葡萄酒、威士忌、烈性苹果酒、精酿啤酒和烈性苏打水轮流成为首选饮料。在很大程度上,无论什么流行,波士顿啤酒都能取得成功。但对于股东来说,这是一个跌宕起伏的旅程。该股在过去20年中经历了三次至少60%的下跌。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2f60342c3cab8471f9e4dbd370f401b1\" tg-width=\"720\" tg-height=\"433\" referrerpolicy=\"no-referrer\"><span>SAMDATA BYYCHARTS</span></p><p><blockquote><p class=\"t-img-caption\"><span>SAMDATA BYYCHARTS</span></p></blockquote></p><p> It's in one of those slumps now as Truly -- its hard seltzer brand -- underperforms amid an avalanche of competition. After the decline, the stock is offering investors an opportunity they don't get very often. Analysts still expect revenue of $2.16 billion this year. That makes the projected P/S ratio of less than three close to the lowest level since the beginning of 2019.</p><p><blockquote>它现在正处于衰退之中,因为它的硬苏打水品牌在雪崩般的竞争中表现不佳。下跌后,该股为投资者提供了一个他们不常得到的机会。分析师仍预计今年营收为21.6亿美元。这使得预计市盈率低于3,接近2019年初以来的最低水平。</blockquote></p><p> Of course, it could get worse before it gets better. Management slashed its earnings forecast in July and then pulled guidance earlier this month, saying it would incur write-offs and fees associated with the product. As scary as that is, I'm betting Boston Beer will repeat its history of surviving a downturn, finding a new trend, and powering to new all-time highs in the years ahead.</p><p><blockquote>当然,在好转之前,情况可能会变得更糟。管理层在7月份大幅下调了盈利预测,然后在本月早些时候撤回了指引,称这将产生与该产品相关的冲销和费用。尽管这很可怕,但我打赌波士顿啤酒将重复其在经济低迷时期幸存下来、找到新趋势并在未来几年创下历史新高的历史。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>5 Stocks to Buy in the September Sell-Off<blockquote>9月抛售中值得买入的5只股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n5 Stocks to Buy in the September Sell-Off<blockquote>9月抛售中值得买入的5只股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-09-23 11:52</span>\n</p>\n</h4>\n</header>\n<article>\n<p>History has shown that a market sell-off is a great time to add quality companies to your portfolio. Although no one can predict when that will happen, a 10% drop occurs about once every two years. That's why I'm highlighting five high-quality companies to buy if the most recent swoon persists.</p><p><blockquote>历史表明,市场抛售是将优质公司添加到您的投资组合中的绝佳时机。虽然没有人能预测这种情况何时会发生,但10%的下降大约每两年发生一次。这就是为什么如果最近的低迷持续下去,我会重点介绍五家值得买入的优质公司。</blockquote></p><p> I can't tell you where <b>Adobe</b>(NASDAQ:ADBE),<b>Markel</b>(NYSE:MKL),<b>Take Two Interactive Software</b>(NASDAQ:TTWO),<b>Vertex Pharmaceuticals</b>(NASDAQ:VRTX), and <b>BostonBeer</b>(NYSE:SAM)will trade next week or next month. But I'm confident they will significantly outperform the market over the next three-plus years. Here's why.</p><p><blockquote>我不能告诉你在哪里<b>土坯</b>(纳斯达克:ADBE),<b>马克尔</b>(纽约证券交易所代码:MKL),<b>拿两个互动软件</b>(纳斯达克:TTWO),<b>顶点制药</b>(纳斯达克:VRTX),以及<b>波士顿啤酒</b>(纽约证券交易所代码:SAM)将于下周或下个月交易。但我相信他们在未来三年多的时间里将显着跑赢市场。原因如下。</blockquote></p><p> <h3>Adobe</h3> At a market capitalization of $300 billion, Adobe is one of the largest software companies in the world. Its applications are the backbone of a lot of the content creative professionals produce. Through the years, it has also given them the ability to manage, measure, and monetize their output. The company breaks its results into three categories.</p><p><blockquote><h3>土坯</h3>Adobe的市值为3000亿美元,是全球最大的软件公司之一。它的应用程序是创意专业人士制作的许多内容的支柱。多年来,它还赋予了他们管理、衡量和货币化产出的能力。该公司将其业绩分为三类。</blockquote></p><p> Digital media encompasses the company's creative cloud offering. It's a subscription service that houses applications for virtually anyone creating or delivering content. The digital experience segment is a cloud platform that helps companies deliver the most engaging customer experiences. It provides everything from marketing management and automation to digital commerce and predictive analytics. Finally, its publishing and advertising division contains legacy products in addition to its advertising cloud offerings.</p><p><blockquote>数字媒体包括该公司的创意云产品。这是一种订阅服务,为几乎任何创建或交付内容的人提供应用程序。数字体验部门是一个云平台,帮助公司提供最具吸引力的客户体验。它提供从营销管理和自动化到数字商务和预测分析的一切。最后,除了广告云产品之外,其出版和广告部门还包含遗留产品。</blockquote></p><p> The business has performed amazingly well. Over the past decade, sales and free cash flow have grown 241% and 281%, respectively. Through the first nine months of its fiscal 2021, it posted revenue of $11.7 billion. That was up 24% from the same period last year and 43% over 2019. It carries little debt and its return on invested capital is 33%. That's slightly better than<b>Microsoft</b>.</p><p><blockquote>这项业务表现得非常好。过去十年,销售额和自由现金流分别增长了241%和281%。2021财年前9个月,该公司的收入为117亿美元。这比去年同期增长24%,比2019年增长43%。它几乎没有债务,投资资本回报率为33%。这比稍微好一点<b>微软</b>.</blockquote></p><p> CEO Shantanu Narayen sees strength across the business and believes the digital transformation will power the company's financial performance even while it invests in what it calls \"massive market opportunities.\" There is no question the runway is long. That's why I believe any significant sell-off is a gift to investors. Take advantage if you get it andbuy shares of Adobe.</p><p><blockquote>首席执行官Shantanu Narayen看到了整个业务的实力,并相信数字化转型将推动公司的财务业绩,即使公司投资于其评级的“巨大市场机会”。毫无疑问,跑道很长。这就是为什么我认为任何重大抛售都是给投资者的礼物。如果您获得它并购买Adobe股票,请充分利用它。</blockquote></p><p> <h3>Markel</h3> Markel has been called the \"baby Berkshire\" for its resemblance to <b>Berkshire Hathaway</b>. It is also an insurance company that uses some of its float -- premiums collected on policies that haven't been paid out in claims -- to invest in stocks and buy businesses. It also manages those businesses in a similar way, treating its holding period as forever.</p><p><blockquote><h3>马克尔</h3>马克尔被称为“小伯克希尔”,因为它与<b>伯克希尔哈撒韦</b>它也是一家保险公司,利用其部分流通量——从索赔中未支付的保单中收取的保费——投资股票和收购企业。它也以类似的方式管理这些业务,将其持有期视为永远。</blockquote></p><p> One big difference is that Markel is only a $16.5 billion company. That gives it more flexibility in what it can buy and offers the potential for decades of steady, market-beating returns for shareholders. Want proof? Would it surprise you to find out Markel's stock has outperformed Berkshire Hathaway since 1990? It has.</p><p><blockquote>一个很大的区别是Markel只是一家价值165亿美元的公司。这使其在购买商品方面具有更大的灵活性,并有可能为股东提供数十年稳定、跑赢市场的回报。想要证据吗?如果您发现马克尔的股票自1990年以来表现优于伯克希尔哈撒韦公司,您会感到惊讶吗?是的。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/263e423c73746672c28109121ec6d687\" tg-width=\"720\" tg-height=\"449\" referrerpolicy=\"no-referrer\"><span>MKLDATA BYYCHARTS</span></p><p><blockquote><p class=\"t-img-caption\"><span>MKL数据来自YCharts</span></p></blockquote></p><p> At less than 37 times the size of Warren Buffett's behemoth, Markel still has an almost limitless opportunity to employ the same model. It might not be an exciting technology stock or double your investment over a short time, but it is a proven market-beating company that can add ballast to a portfolio. If you get a chance to add shares during a sell-off, take it.</p><p><blockquote>马克尔的规模还不到沃伦·巴菲特这个庞然大物的37倍,但他仍然有几乎无限的机会采用同样的模式。它可能不是一只令人兴奋的科技股,也不是一只在短时间内让您的投资翻倍,但它是一家经过验证的跑赢市场的公司,可以为投资组合增添压舱石。如果您有机会在抛售期间增持股票,请抓住它。</blockquote></p><p> <h3>Take Two Interactive</h3> Take Two has one of the most popular video game franchises of all time --<i>Grand Theft Auto</i>. As of last year, the fifth installment in the series --<i>GTA V</i>-- was the third-best-selling video game ever. It trailed only<i>Minecraft</i>and<i>Tetris</i>. Want more proof? It took<i>GTA V</i>three days to reach $1 billion in sales. That's more than five times faster than the closest video game, the best-performing<i>Harry Potter</i>movie, and<i>Avatar</i>. And the company has more in its stable.</p><p><blockquote><h3>采取两个互动</h3>Take Two拥有有史以来最受欢迎的电子游戏系列之一--<i>侠盗猎车手</i>截至去年,该系列的第五部--<i>GTA V</i>——是有史以来第三畅销的视频游戏。它只落后了<i>Minecraft</i>和<i>俄罗斯方块</i>.想要更多证据吗?它花了<i>GTA V</i>三天销售额达到10亿美元。这比最接近的、性能最好的视频游戏快五倍以上<i>哈利波特</i>电影,和<i>阿凡达</i>.而且公司还有更多。</blockquote></p><p> Another of its popular games -- the<i>NBA2K</i>series -- is also praised for both its polish and commercial success. But what excites me about Take Two is what those games have in common. They both offer an immersive experience in a virtual world where the possibilities seem endless. As talk of a metaverse becomes more mainstream, the company has already proven it can create engaging virtual worlds where users participate in crafting their own experience, as well as the experience of others. It has set the company apart financially.</p><p><blockquote>它的另一个流行游戏——the<i>NBA 2K</i>系列-也因其波兰和商业上的成功而受到称赞。但Take Two让我兴奋的是这些游戏的共同点。它们都在虚拟世界中提供了身临其境的体验,在虚拟世界中,可能性似乎是无穷无尽的。随着元宇宙的讨论变得越来越主流,该公司已经证明它可以创建引人入胜的虚拟世界,用户可以在其中参与打造自己的体验以及他人的体验。它使公司在财务上脱颖而出。</blockquote></p><p> Since 2012, sales have grown 308%. That compares favorably to<b>Activision Blizzard</b>'s 70% and<b>Electronic Arts</b>' 36%. Of course, those publishers were already more established. Still, it helps highlight why I think Take Two is the game maker to buy in a market sell-off.</p><p><blockquote>自2012年以来,销售额增长了308%。与<b>动视暴雪</b>的70%和<b>电子艺界</b>'36%.当然,那些出版商已经更加成熟了。尽管如此,这有助于强调为什么我认为Take Two是在市场抛售中值得买入的游戏制造商。</blockquote></p><p></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b89d7f36b549065b4545a0fa5c997d02\" tg-width=\"720\" tg-height=\"466\" referrerpolicy=\"no-referrer\"><span>EA REVENUE (ANNUAL)DATA BYYCHARTS</span></p><p><blockquote><p class=\"t-img-caption\"><span>EA收入(年度)数据BYYCHARTS</span></p></blockquote></p><p> <h3>Vertex Pharmaceuticals</h3> Some drugmakers have a portfolio of treatments across many disease areas. Others focus on one type of ailment and work to dominate the space. That's how Vertex has built a market capitalization of $48 billion and annual revenue of $6.7 billion. The company has four approved drugs for cystic fibrosis -- a disease that causes mucus to build up in organs -- and treats roughly half of the 83,000 patients in the U.S., Europe, Australia, and Canada.</p><p><blockquote><h3>顶点制药</h3>一些制药商拥有涵盖许多疾病领域的治疗组合。其他人专注于一种疾病,并努力主导这一领域。这就是Vertex如何建立480亿美元的市值和67亿美元的年收入。该公司拥有四种已获批准的治疗囊性纤维化(一种导致器官粘液积聚的疾病)的药物,并治疗美国、欧洲、澳大利亚和加拿大83,000名患者中的大约一半。</blockquote></p><p> Management believes it can treat an additional 30,000 of those patients by successfully commercializing drugs in markets where it recently gained approval, obtaining approval in new markets, and rolling out its newest CF drug in the U.S. and Europe.</p><p><blockquote>管理层相信,通过在最近获得批准的市场成功实现药物商业化、在新市场获得批准以及在美国和欧洲推出最新的CF药物,它可以治疗另外30,000名患者。</blockquote></p><p> It has also partnered with other biotechs to maintain its position in CF and explore new growth opportunities. It spent $900 million to purchase a controlling interest in CTX001 -- its collaboration with<b>CRISPR Therapeutics</b>-- for treating sickle cell disease and beta thalassemia. The company also has a non-opioid pain treatment, a drug targeting kidney disease, and a stem cell-derived therapy for type 1 diabetes in clinical trials. Vertex also has pre-clinical gene-based programs with<b>Moderna</b>and Arbor Biotechnologies. It's a robust pipeline with a lot of potential.</p><p><blockquote>它还与其他生物技术公司合作,以保持其在CF的地位并探索新的增长机会。它斥资9亿美元购买了CTX001的控股权——它与<b>CRISPR疗法</b>——用于治疗镰状细胞病和β地中海贫血。该公司还有一种非阿片类疼痛治疗方法、一种针对肾脏疾病的药物以及一种针对1型糖尿病的干细胞衍生疗法正在临床试验中。Vertex还拥有临床前基于基因的项目<b>现代</b>和阿伯生物技术公司。这是一个强大的管道,具有很大的潜力。</blockquote></p><p> Despite that, Wall Street isn't giving the company a lot of credit. Itsprice-to-sales ratiois the lowest it has been since 2012 -- the year it began selling its first CF drug. Analysts expect sales to climb this year and next, making the discount even more pronounced. With a strong foundation in CF and so much potential in the pipeline, Vertex Pharmaceuticals might already be a steal.</p><p><blockquote>尽管如此,华尔街并没有给予该公司太多信任。其市销率是自2012年(该公司开始销售第一种CF药物的那一年)以来的最低水平。分析师预计今明两年的销量将攀升,这使得折扣更加明显。凭借强大的CF基础和如此大的潜力,Vertex Pharmaceuticals可能已经是抢手货了。</blockquote></p><p> <h3>Boston Beer</h3> Riding the trends in the alcoholic beverage industry is like being on a rollercoaster. Tastes in the U.S. have shifted over the years with wine, whiskey, hard cider, craft beers, and hard seltzer each taking a turn as the drink of choice. For the most part, Boston Beer has been able to succeed no matter what was in vogue. But it's been an up and down journey for shareholders. The stock has experienced drops of at least 60% three times in the last 20 years.</p><p><blockquote><h3>波士顿啤酒</h3>顺应酒精饮料行业的趋势就像坐过山车一样。多年来,美国人的口味发生了变化,葡萄酒、威士忌、烈性苹果酒、精酿啤酒和烈性苏打水轮流成为首选饮料。在很大程度上,无论什么流行,波士顿啤酒都能取得成功。但对于股东来说,这是一个跌宕起伏的旅程。该股在过去20年中经历了三次至少60%的下跌。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2f60342c3cab8471f9e4dbd370f401b1\" tg-width=\"720\" tg-height=\"433\" referrerpolicy=\"no-referrer\"><span>SAMDATA BYYCHARTS</span></p><p><blockquote><p class=\"t-img-caption\"><span>SAMDATA BYYCHARTS</span></p></blockquote></p><p> It's in one of those slumps now as Truly -- its hard seltzer brand -- underperforms amid an avalanche of competition. After the decline, the stock is offering investors an opportunity they don't get very often. Analysts still expect revenue of $2.16 billion this year. That makes the projected P/S ratio of less than three close to the lowest level since the beginning of 2019.</p><p><blockquote>它现在正处于衰退之中,因为它的硬苏打水品牌在雪崩般的竞争中表现不佳。下跌后,该股为投资者提供了一个他们不常得到的机会。分析师仍预计今年营收为21.6亿美元。这使得预计市盈率低于3,接近2019年初以来的最低水平。</blockquote></p><p> Of course, it could get worse before it gets better. Management slashed its earnings forecast in July and then pulled guidance earlier this month, saying it would incur write-offs and fees associated with the product. As scary as that is, I'm betting Boston Beer will repeat its history of surviving a downturn, finding a new trend, and powering to new all-time highs in the years ahead.</p><p><blockquote>当然,在好转之前,情况可能会变得更糟。管理层在7月份大幅下调了盈利预测,然后在本月早些时候撤回了指引,称这将产生与该产品相关的冲销和费用。尽管这很可怕,但我打赌波士顿啤酒将重复其在经济低迷时期幸存下来、找到新趋势并在未来几年创下历史新高的历史。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.fool.com/investing/2021/09/22/5-stocks-to-buy-in-the-september-sell-off/\">Motley Fool</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ADBE":"Adobe","VRTX":"福泰制药","TTWO":"Take-Two Interactive Software","MKL":"Markel Corp","SAM":"波斯顿啤酒"},"source_url":"https://www.fool.com/investing/2021/09/22/5-stocks-to-buy-in-the-september-sell-off/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137784790","content_text":"History has shown that a market sell-off is a great time to add quality companies to your portfolio. Although no one can predict when that will happen, a 10% drop occurs about once every two years. That's why I'm highlighting five high-quality companies to buy if the most recent swoon persists.\nI can't tell you where Adobe(NASDAQ:ADBE),Markel(NYSE:MKL),Take Two Interactive Software(NASDAQ:TTWO),Vertex Pharmaceuticals(NASDAQ:VRTX), and BostonBeer(NYSE:SAM)will trade next week or next month. But I'm confident they will significantly outperform the market over the next three-plus years. Here's why.\nAdobe\nAt a market capitalization of $300 billion, Adobe is one of the largest software companies in the world. Its applications are the backbone of a lot of the content creative professionals produce. Through the years, it has also given them the ability to manage, measure, and monetize their output. The company breaks its results into three categories.\nDigital media encompasses the company's creative cloud offering. It's a subscription service that houses applications for virtually anyone creating or delivering content. The digital experience segment is a cloud platform that helps companies deliver the most engaging customer experiences. It provides everything from marketing management and automation to digital commerce and predictive analytics. Finally, its publishing and advertising division contains legacy products in addition to its advertising cloud offerings.\nThe business has performed amazingly well. Over the past decade, sales and free cash flow have grown 241% and 281%, respectively. Through the first nine months of its fiscal 2021, it posted revenue of $11.7 billion. That was up 24% from the same period last year and 43% over 2019. It carries little debt and its return on invested capital is 33%. That's slightly better thanMicrosoft.\nCEO Shantanu Narayen sees strength across the business and believes the digital transformation will power the company's financial performance even while it invests in what it calls \"massive market opportunities.\" There is no question the runway is long. That's why I believe any significant sell-off is a gift to investors. Take advantage if you get it andbuy shares of Adobe.\nMarkel\nMarkel has been called the \"baby Berkshire\" for its resemblance to Berkshire Hathaway. It is also an insurance company that uses some of its float -- premiums collected on policies that haven't been paid out in claims -- to invest in stocks and buy businesses. It also manages those businesses in a similar way, treating its holding period as forever.\nOne big difference is that Markel is only a $16.5 billion company. That gives it more flexibility in what it can buy and offers the potential for decades of steady, market-beating returns for shareholders. Want proof? Would it surprise you to find out Markel's stock has outperformed Berkshire Hathaway since 1990? It has.\nMKLDATA BYYCHARTS\nAt less than 37 times the size of Warren Buffett's behemoth, Markel still has an almost limitless opportunity to employ the same model. It might not be an exciting technology stock or double your investment over a short time, but it is a proven market-beating company that can add ballast to a portfolio. If you get a chance to add shares during a sell-off, take it.\nTake Two Interactive\nTake Two has one of the most popular video game franchises of all time --Grand Theft Auto. As of last year, the fifth installment in the series --GTA V-- was the third-best-selling video game ever. It trailed onlyMinecraftandTetris. Want more proof? It tookGTA Vthree days to reach $1 billion in sales. That's more than five times faster than the closest video game, the best-performingHarry Pottermovie, andAvatar. And the company has more in its stable.\nAnother of its popular games -- theNBA2Kseries -- is also praised for both its polish and commercial success. But what excites me about Take Two is what those games have in common. They both offer an immersive experience in a virtual world where the possibilities seem endless. As talk of a metaverse becomes more mainstream, the company has already proven it can create engaging virtual worlds where users participate in crafting their own experience, as well as the experience of others. It has set the company apart financially.\nSince 2012, sales have grown 308%. That compares favorably toActivision Blizzard's 70% andElectronic Arts' 36%. Of course, those publishers were already more established. Still, it helps highlight why I think Take Two is the game maker to buy in a market sell-off.\nEA REVENUE (ANNUAL)DATA BYYCHARTS\nVertex Pharmaceuticals\nSome drugmakers have a portfolio of treatments across many disease areas. Others focus on one type of ailment and work to dominate the space. That's how Vertex has built a market capitalization of $48 billion and annual revenue of $6.7 billion. The company has four approved drugs for cystic fibrosis -- a disease that causes mucus to build up in organs -- and treats roughly half of the 83,000 patients in the U.S., Europe, Australia, and Canada.\nManagement believes it can treat an additional 30,000 of those patients by successfully commercializing drugs in markets where it recently gained approval, obtaining approval in new markets, and rolling out its newest CF drug in the U.S. and Europe.\nIt has also partnered with other biotechs to maintain its position in CF and explore new growth opportunities. It spent $900 million to purchase a controlling interest in CTX001 -- its collaboration withCRISPR Therapeutics-- for treating sickle cell disease and beta thalassemia. The company also has a non-opioid pain treatment, a drug targeting kidney disease, and a stem cell-derived therapy for type 1 diabetes in clinical trials. Vertex also has pre-clinical gene-based programs withModernaand Arbor Biotechnologies. It's a robust pipeline with a lot of potential.\nDespite that, Wall Street isn't giving the company a lot of credit. Itsprice-to-sales ratiois the lowest it has been since 2012 -- the year it began selling its first CF drug. Analysts expect sales to climb this year and next, making the discount even more pronounced. With a strong foundation in CF and so much potential in the pipeline, Vertex Pharmaceuticals might already be a steal.\nBoston Beer\nRiding the trends in the alcoholic beverage industry is like being on a rollercoaster. Tastes in the U.S. have shifted over the years with wine, whiskey, hard cider, craft beers, and hard seltzer each taking a turn as the drink of choice. For the most part, Boston Beer has been able to succeed no matter what was in vogue. But it's been an up and down journey for shareholders. The stock has experienced drops of at least 60% three times in the last 20 years.\nSAMDATA BYYCHARTS\nIt's in one of those slumps now as Truly -- its hard seltzer brand -- underperforms amid an avalanche of competition. After the decline, the stock is offering investors an opportunity they don't get very often. Analysts still expect revenue of $2.16 billion this year. That makes the projected P/S ratio of less than three close to the lowest level since the beginning of 2019.\nOf course, it could get worse before it gets better. Management slashed its earnings forecast in July and then pulled guidance earlier this month, saying it would incur write-offs and fees associated with the product. As scary as that is, I'm betting Boston Beer will repeat its history of surviving a downturn, finding a new trend, and powering to new all-time highs in the years ahead.","news_type":1,"symbols_score_info":{"ADBE":0.9,"TTWO":0.9,"MKL":0.9,"VRTX":0.9,"SAM":0.9}},"isVote":1,"tweetType":1,"viewCount":637,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":860534769,"gmtCreate":1632187428051,"gmtModify":1632802211887,"author":{"id":"4094824274303910","authorId":"4094824274303910","name":"jochen","avatar":"https://static.tigerbbs.com/5c1f2c08c8fd5f34bc708bc9415c25c1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094824274303910","authorIdStr":"4094824274303910"},"themes":[],"htmlText":"🙁","listText":"🙁","text":"🙁","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/860534769","repostId":"2169681424","repostType":4,"isVote":1,"tweetType":1,"viewCount":350,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":884765552,"gmtCreate":1631935132576,"gmtModify":1632805224439,"author":{"id":"4094824274303910","authorId":"4094824274303910","name":"jochen","avatar":"https://static.tigerbbs.com/5c1f2c08c8fd5f34bc708bc9415c25c1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094824274303910","authorIdStr":"4094824274303910"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/884765552","repostId":"1171558890","repostType":4,"repost":{"id":"1171558890","kind":"news","pubTimestamp":1631921912,"share":"https://www.laohu8.com/m/news/1171558890?lang=zh_CN&edition=full","pubTime":"2021-09-18 07:38","market":"us","language":"en","title":"US IPO Week Ahead: Software, consumer products, and payment tech lead a diverse 14 IPO week<blockquote>美国IPO周:软件、消费品和支付技术引领多元化14周IPO周</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1171558890","media":"renaissancecap...","summary":"Summer may be over, but the IPO market is just heating up as 14 IPOs are slated to raise $5.3 billio","content":"<p>Summer may be over, but the IPO market is just heating up as 14 IPOs are slated to raise $5.3 billion in the week ahead. The diverse group includes software, consumer products, payment technology, and more.</p><p><blockquote>夏季可能已经结束,但IPO市场刚刚升温,未来一周将有14起IPO筹集53亿美元。多元化的群体包括软件、消费品、支付技术等等。</blockquote></p><p> The largest deal of the week,<b>Freshworks</b>(FRSH) plans to raise $855 million at a $9.6 billion market cap. The company’s core product is its customer support software, and it also offers IT service management software and a nascent competitor to CRM solutions. While losses are expected to increase with S&M spending, Freshworks has delivered solid growth and 100%+ net dollar-based revenue retention as of 6/30/21.</p><p><blockquote>本周最大的交易,<b>Freshworks</b>(FRSH)计划以96亿美元的市值筹集8.55亿美元。该公司的核心产品是其客户支持软件,它还提供IT服务管理软件和CRM解决方案的新兴竞争对手。虽然亏损预计会随着S&M支出的增加而增加,但截至2011年6月30日,Freshworks实现了稳健的增长和100%以上的净美元收入保留率。</blockquote></p><p> Canadian consumer products company <b>Knowlton Development</b>(KDC) plans to raise $800 million at a $3.1 billion market cap. Over the past three years, Knowlton has been responsible for co-developing 9,000+ products across a variety of categories, and its products are sold by its brand partners in 70+ countries. Despite using offering proceeds to pay down debt, Knowlton will be leveraged post-IPO.</p><p><blockquote>加拿大消费品公司<b>诺尔顿发展</b>(KDC)计划以31亿美元的市值筹集8亿美元。在过去的三年里,Knowlton负责共同开发了9,000多种产品,其产品由70多个国家的品牌合作伙伴销售。尽管诺尔顿将使用发行收益来偿还债务,但IPO后仍将发挥杠杆作用。</blockquote></p><p> Restaurant payment processor <b>Toast</b>(TOST) plans to raise $685 million at a $17.9 billion market cap. Toast provides a suite of integrated payment and software solutions that are designed to streamline restaurant operations. The company grew ARR over 100% in the 1H21, though it has historically been unprofitable, and growth could slow as tailwinds from restaurants reopening abate.</p><p><blockquote>餐厅支付处理器<b>吐司</b>(TOST)计划以179亿美元的市值筹集6.85亿美元。Toast提供一套集成支付和软件解决方案,旨在简化餐厅运营。该公司在2021年上半年的ARR增长率超过100%,尽管它历来没有盈利,而且随着餐厅重新开业的推动力减弱,增长可能会放缓。</blockquote></p><p> Global money transfer firm <b>Remitly Global</b>(RELY) plans to raise $487 million at a $7.5 billion market cap. Remitly provides digital financial services for immigrants and their families in over 135 countries, and it has expanded its core cross-border remittance product to over 1,700 corridors worldwide. The company has demonstrated growth and margin improvement, though it remains unprofitable.</p><p><blockquote>全球汇款公司<b>全球汇款</b>(RELY)计划以75亿美元的市值筹集4.87亿美元。Remitly为超过135个国家的移民及其家人提供数字金融服务,并已将其核心跨境汇款产品扩展到全球1,700多个走廊。该公司已实现增长和利润率提高,但仍未盈利。</blockquote></p><p> Software firm <b>Clearwater Analytics</b>(CWAN) plans to raise $450 million at a $3.7 billion market cap. Clearwater provides its 1,000+ clients with cloud-native software that allows them to simplify their investment accounting operations, and the company has a 100% recurring revenue model. A new investor and certain existing shareholders intend to purchase $150 million worth of shares in the IPO.</p><p><blockquote>软件公司<b>清水分析</b>(CWAN)计划以37亿美元的市值筹集4.5亿美元。Clearwater为其1,000多家客户提供云原生软件,使他们能够简化投资会计操作,并且该公司拥有100%的经常性收入模式。一位新投资者和某些现有股东打算在IPO中购买价值1.5亿美元的股票。</blockquote></p><p> Food company <b>Sovos Brands</b>(SOVO) plans to raise $350 million at a $1.5 billion market cap. Formed by Advent International, Sovos Brands offers a select group of acquired premium food brands. According to the company, its largest brand of products, Rao's, included the #1 selling SKU in the pasta and pizza sauce category. Profitable with solid growth, Sovos will be leveraged post-IPO.</p><p><blockquote>食品公司<b>索沃斯品牌</b>(SOVO)计划以15亿美元的市值筹集3.5亿美元。Sovos Brands由Advent International组建,提供一组精选的收购优质食品品牌。据该公司称,其最大的产品品牌Rao’s是意大利面和披萨酱类别中销量第一的SKU。Sovos盈利稳健增长,IPO后将发挥杠杆作用。</blockquote></p><p> Customer engagement software provider <b>EngageSmart</b>(ESMT) plans to raise $349 million at a $4.1 billion market cap. The company provides software that simplifies online workflows like paperless billing, electronic payment processing, scheduling, and client communication. While growth may slow post-pandemic, EngageSmart has a sticky customer based and a long track record of profitability.</p><p><blockquote>客户参与软件提供商<b>参与智能</b>(ESMT)计划以41亿美元的市值筹集3.49亿美元。该公司提供简化在线工作流程的软件,如无纸化计费、电子支付处理、日程安排和客户沟通。虽然大流行后增长可能会放缓,但EngageSmart拥有粘性客户群和长期的盈利记录。</blockquote></p><p> Hiring solutions provider <b>Sterling Check</b>(STER) plans to raise $300 million at a $2.1 billion market cap. Sterling is one of the leading US providers of background checks for corporate and government customers. The company serves more than 50% of the Fortune 100, often with exclusive contracts, though it operates in a highly competitive market.</p><p><blockquote>招聘解决方案提供商<b>英镑支票</b>(STER)计划以21亿美元的市值筹集3亿美元。Sterling是美国领先的企业和政府客户背景调查提供商之一。尽管该公司在竞争激烈的市场中运营,但该公司为超过50%的财富100强企业提供服务,通常签订独家合同。</blockquote></p><p> Jewelry retailer <b>Brilliant Earth Group</b>(BRLT) plans to raise $250 million at a $1.4 billion. Brilliant Earth is a digital-first jewelry company and a global leader in ethically sourced fine jewelry. The company has sold to consumers in all US states and over 50 countries, and has served over 370,000 customers through its e-commerce platform and 13 showrooms.</p><p><blockquote>珠宝零售商<b>辉煌地球集团</b>(BRLT)计划以14亿澳元筹集2.5亿美元。Brilliant Earth是一家数字优先的珠宝公司,也是道德采购高级珠宝的全球领导者。该公司已向美国所有州和50多个国家的消费者销售产品,并通过其电子商务平台和13个展厅为超过370,000名客户提供服务。</blockquote></p><p> Online fashion platform <b>a.k.a. Brands</b>(AKA) plans to raise $250 million at a $2.3 billion market cap. a.k.a. acquires digitally-focused fashion brands oriented toward millennial and Gen Z consumers, starting with its acquisition of Princess Polly in 2018. The company has successfully expanded Princess Polly and has a long runway to grow its brands in the US, but its M&A strategy carries execution risk.</p><p><blockquote>线上时尚平台<b>又名品牌</b>(AKA)计划以23亿美元的市值筹集2.5亿美元。a.k.a.从2018年收购Princess Polly开始,收购面向千禧一代和Z世代消费者的数字化时尚品牌。该公司已经成功扩张了波利公主,并且在美国发展品牌还有很长的路要走,但其并购战略存在执行风险。</blockquote></p><p> COVID-19 test maker <b>Cue Health</b>(HLTH) plans to raise $200 million at a $2.4 billion market cap. Cue’s first commercially available diagnostic test for use with its Cue Health Monitoring System is its COVID-19 Test Kit, which has been authorized by two EUAs. Cue has five additional Test Kits in late-stage technical development, for which it expects to begin seeking FDA authorization or clearance in the 2H22.</p><p><blockquote>COVID-19测试制造商<b>提示健康</b>(HLTH)计划以24亿美元的市值筹集2亿美元。Cue首个用于其Cue健康监测系统的商用诊断测试是其COVID-19检测试剂盒,该试剂盒已获得两个EUA的授权。Cue还有另外五个测试套件处于后期技术开发阶段,预计将于2022年下半年开始寻求FDA授权或批准。</blockquote></p><p></p><p> London-listed crypto mining company <b>Argo Blockchain</b>(ARBK) plans to raise $138 million at an $855 million market cap. Argo states that it is a leading blockchain technology company focused on large-scale mining of Bitcoin and other cryptocurrencies. Argo has a fleet of more than 21,000 purpose-built computers (mining machines) and can generate more than 1,075 petahash per second.</p><p><blockquote>伦敦上市的加密货币挖矿公司<b>Argo区块链</b>(ARBK)计划以8.55亿美元的市值筹集1.38亿美元。Argo表示,它是一家领先的区块链技术公司,专注于比特币和其他加密货币的大规模挖掘。Argo拥有超过21,000台专用计算机(矿机),每秒可生成超过1,075 petahash。</blockquote></p><p> Personalized supplements seller <b>Thorne Healthtech</b>(THRN) plans to raise $126 million at an $892 million market cap. The company’s vertically integrated brands, Thorne and Onegevity, provide actionable insights and personalized data, products, and services. Profitable with strong growth, Thorne has a base of more than 3 million customers.</p><p><blockquote>个性化补充剂卖家<b>索恩健康科技</b>(THRN)计划以8.92亿美元的市值筹集1.26亿美元。该公司的垂直整合品牌Thorne和Onegevity提供可操作的见解和个性化数据、产品和服务。Thorne盈利强劲增长,拥有超过300万客户群。</blockquote></p><p> Canadian bank <b>VersaBank</b>(VBNK) plans to raise $50 million at a $269 million market cap. VersaBank is a Canadian Schedule I chartered bank and states that it is one of the world's first fully digital financial institutions. As of July 31, 2021, VersaBank had $1.8 billion in assets, $1.6 billion in loans, $1.5 billion in deposits, and $202 million in stockholders' equity.</p><p><blockquote>加拿大银行<b>VersaBank</b>(VBNK)计划以2.69亿美元的市值筹集5000万美元。VersaBank是加拿大附表一特许银行,并表示它是世界上首批完全数字化的金融机构之一。截至2021年7月31日,VersaBank拥有18亿美元资产、16亿美元贷款、15亿美元存款和2.02亿美元股东权益。</blockquote></p><p></p>","source":"lsy1619493174116","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US IPO Week Ahead: Software, consumer products, and payment tech lead a diverse 14 IPO week<blockquote>美国IPO周:软件、消费品和支付技术引领多元化14周IPO周</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS IPO Week Ahead: Software, consumer products, and payment tech lead a diverse 14 IPO week<blockquote>美国IPO周:软件、消费品和支付技术引领多元化14周IPO周</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">renaissancecap...</strong><span class=\"h-time small\">2021-09-18 07:38</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Summer may be over, but the IPO market is just heating up as 14 IPOs are slated to raise $5.3 billion in the week ahead. The diverse group includes software, consumer products, payment technology, and more.</p><p><blockquote>夏季可能已经结束,但IPO市场刚刚升温,未来一周将有14起IPO筹集53亿美元。多元化的群体包括软件、消费品、支付技术等等。</blockquote></p><p> The largest deal of the week,<b>Freshworks</b>(FRSH) plans to raise $855 million at a $9.6 billion market cap. The company’s core product is its customer support software, and it also offers IT service management software and a nascent competitor to CRM solutions. While losses are expected to increase with S&M spending, Freshworks has delivered solid growth and 100%+ net dollar-based revenue retention as of 6/30/21.</p><p><blockquote>本周最大的交易,<b>Freshworks</b>(FRSH)计划以96亿美元的市值筹集8.55亿美元。该公司的核心产品是其客户支持软件,它还提供IT服务管理软件和CRM解决方案的新兴竞争对手。虽然亏损预计会随着S&M支出的增加而增加,但截至2011年6月30日,Freshworks实现了稳健的增长和100%以上的净美元收入保留率。</blockquote></p><p> Canadian consumer products company <b>Knowlton Development</b>(KDC) plans to raise $800 million at a $3.1 billion market cap. Over the past three years, Knowlton has been responsible for co-developing 9,000+ products across a variety of categories, and its products are sold by its brand partners in 70+ countries. Despite using offering proceeds to pay down debt, Knowlton will be leveraged post-IPO.</p><p><blockquote>加拿大消费品公司<b>诺尔顿发展</b>(KDC)计划以31亿美元的市值筹集8亿美元。在过去的三年里,Knowlton负责共同开发了9,000多种产品,其产品由70多个国家的品牌合作伙伴销售。尽管诺尔顿将使用发行收益来偿还债务,但IPO后仍将发挥杠杆作用。</blockquote></p><p> Restaurant payment processor <b>Toast</b>(TOST) plans to raise $685 million at a $17.9 billion market cap. Toast provides a suite of integrated payment and software solutions that are designed to streamline restaurant operations. The company grew ARR over 100% in the 1H21, though it has historically been unprofitable, and growth could slow as tailwinds from restaurants reopening abate.</p><p><blockquote>餐厅支付处理器<b>吐司</b>(TOST)计划以179亿美元的市值筹集6.85亿美元。Toast提供一套集成支付和软件解决方案,旨在简化餐厅运营。该公司在2021年上半年的ARR增长率超过100%,尽管它历来没有盈利,而且随着餐厅重新开业的推动力减弱,增长可能会放缓。</blockquote></p><p> Global money transfer firm <b>Remitly Global</b>(RELY) plans to raise $487 million at a $7.5 billion market cap. Remitly provides digital financial services for immigrants and their families in over 135 countries, and it has expanded its core cross-border remittance product to over 1,700 corridors worldwide. The company has demonstrated growth and margin improvement, though it remains unprofitable.</p><p><blockquote>全球汇款公司<b>全球汇款</b>(RELY)计划以75亿美元的市值筹集4.87亿美元。Remitly为超过135个国家的移民及其家人提供数字金融服务,并已将其核心跨境汇款产品扩展到全球1,700多个走廊。该公司已实现增长和利润率提高,但仍未盈利。</blockquote></p><p> Software firm <b>Clearwater Analytics</b>(CWAN) plans to raise $450 million at a $3.7 billion market cap. Clearwater provides its 1,000+ clients with cloud-native software that allows them to simplify their investment accounting operations, and the company has a 100% recurring revenue model. A new investor and certain existing shareholders intend to purchase $150 million worth of shares in the IPO.</p><p><blockquote>软件公司<b>清水分析</b>(CWAN)计划以37亿美元的市值筹集4.5亿美元。Clearwater为其1,000多家客户提供云原生软件,使他们能够简化投资会计操作,并且该公司拥有100%的经常性收入模式。一位新投资者和某些现有股东打算在IPO中购买价值1.5亿美元的股票。</blockquote></p><p> Food company <b>Sovos Brands</b>(SOVO) plans to raise $350 million at a $1.5 billion market cap. Formed by Advent International, Sovos Brands offers a select group of acquired premium food brands. According to the company, its largest brand of products, Rao's, included the #1 selling SKU in the pasta and pizza sauce category. Profitable with solid growth, Sovos will be leveraged post-IPO.</p><p><blockquote>食品公司<b>索沃斯品牌</b>(SOVO)计划以15亿美元的市值筹集3.5亿美元。Sovos Brands由Advent International组建,提供一组精选的收购优质食品品牌。据该公司称,其最大的产品品牌Rao’s是意大利面和披萨酱类别中销量第一的SKU。Sovos盈利稳健增长,IPO后将发挥杠杆作用。</blockquote></p><p> Customer engagement software provider <b>EngageSmart</b>(ESMT) plans to raise $349 million at a $4.1 billion market cap. The company provides software that simplifies online workflows like paperless billing, electronic payment processing, scheduling, and client communication. While growth may slow post-pandemic, EngageSmart has a sticky customer based and a long track record of profitability.</p><p><blockquote>客户参与软件提供商<b>参与智能</b>(ESMT)计划以41亿美元的市值筹集3.49亿美元。该公司提供简化在线工作流程的软件,如无纸化计费、电子支付处理、日程安排和客户沟通。虽然大流行后增长可能会放缓,但EngageSmart拥有粘性客户群和长期的盈利记录。</blockquote></p><p> Hiring solutions provider <b>Sterling Check</b>(STER) plans to raise $300 million at a $2.1 billion market cap. Sterling is one of the leading US providers of background checks for corporate and government customers. The company serves more than 50% of the Fortune 100, often with exclusive contracts, though it operates in a highly competitive market.</p><p><blockquote>招聘解决方案提供商<b>英镑支票</b>(STER)计划以21亿美元的市值筹集3亿美元。Sterling是美国领先的企业和政府客户背景调查提供商之一。尽管该公司在竞争激烈的市场中运营,但该公司为超过50%的财富100强企业提供服务,通常签订独家合同。</blockquote></p><p> Jewelry retailer <b>Brilliant Earth Group</b>(BRLT) plans to raise $250 million at a $1.4 billion. Brilliant Earth is a digital-first jewelry company and a global leader in ethically sourced fine jewelry. The company has sold to consumers in all US states and over 50 countries, and has served over 370,000 customers through its e-commerce platform and 13 showrooms.</p><p><blockquote>珠宝零售商<b>辉煌地球集团</b>(BRLT)计划以14亿澳元筹集2.5亿美元。Brilliant Earth是一家数字优先的珠宝公司,也是道德采购高级珠宝的全球领导者。该公司已向美国所有州和50多个国家的消费者销售产品,并通过其电子商务平台和13个展厅为超过370,000名客户提供服务。</blockquote></p><p> Online fashion platform <b>a.k.a. Brands</b>(AKA) plans to raise $250 million at a $2.3 billion market cap. a.k.a. acquires digitally-focused fashion brands oriented toward millennial and Gen Z consumers, starting with its acquisition of Princess Polly in 2018. The company has successfully expanded Princess Polly and has a long runway to grow its brands in the US, but its M&A strategy carries execution risk.</p><p><blockquote>线上时尚平台<b>又名品牌</b>(AKA)计划以23亿美元的市值筹集2.5亿美元。a.k.a.从2018年收购Princess Polly开始,收购面向千禧一代和Z世代消费者的数字化时尚品牌。该公司已经成功扩张了波利公主,并且在美国发展品牌还有很长的路要走,但其并购战略存在执行风险。</blockquote></p><p> COVID-19 test maker <b>Cue Health</b>(HLTH) plans to raise $200 million at a $2.4 billion market cap. Cue’s first commercially available diagnostic test for use with its Cue Health Monitoring System is its COVID-19 Test Kit, which has been authorized by two EUAs. Cue has five additional Test Kits in late-stage technical development, for which it expects to begin seeking FDA authorization or clearance in the 2H22.</p><p><blockquote>COVID-19测试制造商<b>提示健康</b>(HLTH)计划以24亿美元的市值筹集2亿美元。Cue首个用于其Cue健康监测系统的商用诊断测试是其COVID-19检测试剂盒,该试剂盒已获得两个EUA的授权。Cue还有另外五个测试套件处于后期技术开发阶段,预计将于2022年下半年开始寻求FDA授权或批准。</blockquote></p><p></p><p> London-listed crypto mining company <b>Argo Blockchain</b>(ARBK) plans to raise $138 million at an $855 million market cap. Argo states that it is a leading blockchain technology company focused on large-scale mining of Bitcoin and other cryptocurrencies. Argo has a fleet of more than 21,000 purpose-built computers (mining machines) and can generate more than 1,075 petahash per second.</p><p><blockquote>伦敦上市的加密货币挖矿公司<b>Argo区块链</b>(ARBK)计划以8.55亿美元的市值筹集1.38亿美元。Argo表示,它是一家领先的区块链技术公司,专注于比特币和其他加密货币的大规模挖掘。Argo拥有超过21,000台专用计算机(矿机),每秒可生成超过1,075 petahash。</blockquote></p><p> Personalized supplements seller <b>Thorne Healthtech</b>(THRN) plans to raise $126 million at an $892 million market cap. The company’s vertically integrated brands, Thorne and Onegevity, provide actionable insights and personalized data, products, and services. Profitable with strong growth, Thorne has a base of more than 3 million customers.</p><p><blockquote>个性化补充剂卖家<b>索恩健康科技</b>(THRN)计划以8.92亿美元的市值筹集1.26亿美元。该公司的垂直整合品牌Thorne和Onegevity提供可操作的见解和个性化数据、产品和服务。Thorne盈利强劲增长,拥有超过300万客户群。</blockquote></p><p> Canadian bank <b>VersaBank</b>(VBNK) plans to raise $50 million at a $269 million market cap. VersaBank is a Canadian Schedule I chartered bank and states that it is one of the world's first fully digital financial institutions. As of July 31, 2021, VersaBank had $1.8 billion in assets, $1.6 billion in loans, $1.5 billion in deposits, and $202 million in stockholders' equity.</p><p><blockquote>加拿大银行<b>VersaBank</b>(VBNK)计划以2.69亿美元的市值筹集5000万美元。VersaBank是加拿大附表一特许银行,并表示它是世界上首批完全数字化的金融机构之一。截至2021年7月31日,VersaBank拥有18亿美元资产、16亿美元贷款、15亿美元存款和2.02亿美元股东权益。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.renaissancecapital.com/IPO-Center/News/86272/US-IPO-Week-Ahead-Software-consumer-products-and-payment-tech-lead-a-divers\">renaissancecap...</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AKA":"a.k.a. Brands Holding Corp.","THRN":"Thorne Healthtech","STER":"Sterling Check Corp.","HLTH":"Cue Health Inc.","BRLT":"Brilliant Earth Group, Inc.","SOVO":"Sovos Brands, Inc.","FRSH":"Freshworks","RELY":"Remitly Global, Inc.","TOST":"Toast, Inc.","CWAN":"Clearwater Analytics Holdings, Inc.","ARBK":"Argo Blockchain Plc","ESMT":"EngageSmart Inc."},"source_url":"https://www.renaissancecapital.com/IPO-Center/News/86272/US-IPO-Week-Ahead-Software-consumer-products-and-payment-tech-lead-a-divers","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171558890","content_text":"Summer may be over, but the IPO market is just heating up as 14 IPOs are slated to raise $5.3 billion in the week ahead. The diverse group includes software, consumer products, payment technology, and more.\nThe largest deal of the week,Freshworks(FRSH) plans to raise $855 million at a $9.6 billion market cap. The company’s core product is its customer support software, and it also offers IT service management software and a nascent competitor to CRM solutions. While losses are expected to increase with S&M spending, Freshworks has delivered solid growth and 100%+ net dollar-based revenue retention as of 6/30/21.\nCanadian consumer products company Knowlton Development(KDC) plans to raise $800 million at a $3.1 billion market cap. Over the past three years, Knowlton has been responsible for co-developing 9,000+ products across a variety of categories, and its products are sold by its brand partners in 70+ countries. Despite using offering proceeds to pay down debt, Knowlton will be leveraged post-IPO.\nRestaurant payment processor Toast(TOST) plans to raise $685 million at a $17.9 billion market cap. Toast provides a suite of integrated payment and software solutions that are designed to streamline restaurant operations. The company grew ARR over 100% in the 1H21, though it has historically been unprofitable, and growth could slow as tailwinds from restaurants reopening abate.\nGlobal money transfer firm Remitly Global(RELY) plans to raise $487 million at a $7.5 billion market cap. Remitly provides digital financial services for immigrants and their families in over 135 countries, and it has expanded its core cross-border remittance product to over 1,700 corridors worldwide. The company has demonstrated growth and margin improvement, though it remains unprofitable.\nSoftware firm Clearwater Analytics(CWAN) plans to raise $450 million at a $3.7 billion market cap. Clearwater provides its 1,000+ clients with cloud-native software that allows them to simplify their investment accounting operations, and the company has a 100% recurring revenue model. A new investor and certain existing shareholders intend to purchase $150 million worth of shares in the IPO.\nFood company Sovos Brands(SOVO) plans to raise $350 million at a $1.5 billion market cap. Formed by Advent International, Sovos Brands offers a select group of acquired premium food brands. According to the company, its largest brand of products, Rao's, included the #1 selling SKU in the pasta and pizza sauce category. Profitable with solid growth, Sovos will be leveraged post-IPO.\nCustomer engagement software provider EngageSmart(ESMT) plans to raise $349 million at a $4.1 billion market cap. The company provides software that simplifies online workflows like paperless billing, electronic payment processing, scheduling, and client communication. While growth may slow post-pandemic, EngageSmart has a sticky customer based and a long track record of profitability.\nHiring solutions provider Sterling Check(STER) plans to raise $300 million at a $2.1 billion market cap. Sterling is one of the leading US providers of background checks for corporate and government customers. The company serves more than 50% of the Fortune 100, often with exclusive contracts, though it operates in a highly competitive market.\nJewelry retailer Brilliant Earth Group(BRLT) plans to raise $250 million at a $1.4 billion. Brilliant Earth is a digital-first jewelry company and a global leader in ethically sourced fine jewelry. The company has sold to consumers in all US states and over 50 countries, and has served over 370,000 customers through its e-commerce platform and 13 showrooms.\nOnline fashion platform a.k.a. Brands(AKA) plans to raise $250 million at a $2.3 billion market cap. a.k.a. acquires digitally-focused fashion brands oriented toward millennial and Gen Z consumers, starting with its acquisition of Princess Polly in 2018. The company has successfully expanded Princess Polly and has a long runway to grow its brands in the US, but its M&A strategy carries execution risk.\nCOVID-19 test maker Cue Health(HLTH) plans to raise $200 million at a $2.4 billion market cap. Cue’s first commercially available diagnostic test for use with its Cue Health Monitoring System is its COVID-19 Test Kit, which has been authorized by two EUAs. Cue has five additional Test Kits in late-stage technical development, for which it expects to begin seeking FDA authorization or clearance in the 2H22.\nLondon-listed crypto mining company Argo Blockchain(ARBK) plans to raise $138 million at an $855 million market cap. Argo states that it is a leading blockchain technology company focused on large-scale mining of Bitcoin and other cryptocurrencies. Argo has a fleet of more than 21,000 purpose-built computers (mining machines) and can generate more than 1,075 petahash per second.\nPersonalized supplements seller Thorne Healthtech(THRN) plans to raise $126 million at an $892 million market cap. The company’s vertically integrated brands, Thorne and Onegevity, provide actionable insights and personalized data, products, and services. Profitable with strong growth, Thorne has a base of more than 3 million customers.\nCanadian bank VersaBank(VBNK) plans to raise $50 million at a $269 million market cap. VersaBank is a Canadian Schedule I chartered bank and states that it is one of the world's first fully digital financial institutions. As of July 31, 2021, VersaBank had $1.8 billion in assets, $1.6 billion in loans, $1.5 billion in deposits, and $202 million in stockholders' equity.","news_type":1,"symbols_score_info":{"ARBK":0.9,"TOST":0.9,"BRLT":0.9,"CWAN":0.9,"ESMT":0.9,"RELY":0.9,"SOVO":0.9,"AKA":0.9,"THRN":0.9,"KDC":0.9,"STER":0.9,"FRSH":0.9,"HLTH":0.9}},"isVote":1,"tweetType":1,"viewCount":418,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":859565921,"gmtCreate":1634713311188,"gmtModify":1634713397186,"author":{"id":"4094824274303910","authorId":"4094824274303910","name":"jochen","avatar":"https://static.tigerbbs.com/5c1f2c08c8fd5f34bc708bc9415c25c1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4094824274303910","idStr":"4094824274303910"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/859565921","repostId":"1123194504","repostType":4,"repost":{"id":"1123194504","kind":"news","pubTimestamp":1634699967,"share":"https://www.laohu8.com/m/news/1123194504?lang=zh_CN&edition=full","pubTime":"2021-10-20 11:19","market":"us","language":"en","title":"What actually happened during GameStop mania?<blockquote>游戏驿站狂热期间到底发生了什么?</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1123194504","media":"CNN Business","summary":"London (CNN Business) - In late January, there was one question on the minds of investors: How did a","content":"<p><b>London (CNN Business) - </b>In late January, there was one question on the minds of investors: How did a struggling mall-based video game retailer became Wall Street's hottest stock, seemingly overnight?</p><p><blockquote><b>伦敦(CNN商业)——</b>一月底,投资者心中有一个问题:一家陷入困境的购物中心视频游戏零售商如何在一夜之间成为华尔街最热门的股票?</blockquote></p><p> Now, after months of research, the industry's top regulator has answers — and its findings could pave the way for major reforms to how financial markets function as amateur traders remain a powerful force.</p><p><blockquote>现在,经过数月的研究,该行业的最高监管机构已经找到了答案——其研究结果可能为金融市场如何运作的重大改革铺平道路,因为业余交易者仍然是一股强大的力量。</blockquote></p><p> What's happening: The US Securities and Exchange Commission just released a44-page reportexaminingGameStop(GME)mania, the early 2021 phenomenon in which the company's shares, plugged by enthusiasts on social media, rocketed about 2,700% in a matter of weeks.</p><p><blockquote>正在发生的事情:美国证券交易委员会刚刚发布了一份长达44页的报告,审查GameStop(GME)狂热,这是2021年初的一种现象,该公司的股价在社交媒体上受到爱好者的炒作,在几周内飙升了约2,700%。</blockquote></p><p> Other companies, including movie theater chain AMC Entertainment(AMC), electronics company Koss(KOSS) and clothing chain Express(EXPR), also logged astronomical gains as online hype reached a fever pitch.</p><p><blockquote>随着网络炒作达到白热化,连锁影院AMC院线(AMC)、电子公司科斯(KOSS)和服装连锁店Express(EXPR)等其他公司也录得天文数字的涨幅。</blockquote></p><p> The report is full of interesting findings about the so-called \"meme stock\" craze. Here are some of the highlights.</p><p><blockquote>该报告充满了关于所谓“模因股票”热潮的有趣发现。以下是一些亮点。</blockquote></p><p> It really was wild.The SEC found that the number of unique accounts trading GameStop on a given day rose to nearly 900,000 by Jan. 27, up from fewer than 10,000 at the beginning of the month.</p><p><blockquote>真的很疯狂。SEC发现,截至1月27日,某一天交易游戏驿站的独立账户数量从本月初的不到10,000个增至近90万个。</blockquote></p><p> And the volume of stock changing hands was massive. Between Jan. 13 and Jan. 29, an average of 100 million GameStop shares were traded per day, up 1,400% from the 2020 average.</p><p><blockquote>股票易手量巨大。1月13日至1月29日期间,游戏驿站股票平均每天交易量为1亿股,较2020年平均水平增长1,400%。</blockquote></p><p> The action wasn't just limited to GameStop. More than 100 stocks \"experienced large price moves or increased trading volume that significantly exceeded broader market movements,\" the SEC said.</p><p><blockquote>这一行动不仅限于游戏驿站。SEC表示,100多只股票“经历了大幅价格波动或交易量增加,大大超过了大盘波动”。</blockquote></p><p> Some theories were off. One reason GameStop generated so much attention was because it fit a compelling David versus Goliath narrative, in which a band of renegade traders coordinating on platforms like Reddit successfully took on big hedge funds that had placed bets against GameStop. When the company's share price rose dramatically, those hedge funds allegedly had to buy stock in the company to cover their positions, triggering even bigger gains.</p><p><blockquote>有些理论被搁置。游戏驿站引起如此多关注的原因之一是,它符合引人注目的大卫与歌利亚的叙事,其中一群叛逆的交易员在Reddit等平台上协调,成功地对抗了做空游戏驿站的大型对冲基金。据称,当该公司股价大幅上涨时,这些对冲基金不得不购买该公司的股票来补仓,从而引发更大的涨幅。</blockquote></p><p> That did happen. But the SEC found that \"such buying was a small fraction of overall buy volume,\" and that it was \"positive sentiment, not the buying-to-cover, that sustained the weeks-long price appreciation of GameStop stock.\"</p><p><blockquote>确实发生了。但美国证券交易委员会发现,“此类购买仅占总体购买量的一小部分”,并且“积极情绪,而不是买入对冲,维持了游戏驿站股票长达数周的价格上涨。”</blockquote></p><p> Robinhood is under the microscope. The SEC thinks regulators should take a closer look at how popular trading apps function. That could put pressure on the company, which went public in July.</p><p><blockquote>罗宾汉在显微镜下。美国证券交易委员会认为监管机构应该仔细研究流行交易应用程序的运作方式。这可能会给该公司带来压力,该公司于7月上市。</blockquote></p><p> \"Consideration should be given to whether game-like features and celebratory animations that are likely intended to create positive feedback from trading lead investors to trade more than they would otherwise,\" the report said.</p><p><blockquote>报告称:“应该考虑可能旨在从交易中创造积极反馈的类似游戏的功能和庆祝动画是否会导致投资者进行比其他方式更多的交易。”</blockquote></p><p> The SEC also said the practice at the center of Robinhood's business model, known as \"payment for order flow,\" could compel the company to find \"novel ways to increase customer trading.\"</p><p><blockquote>SEC还表示,Robinhood商业模式的核心做法,即“订单流支付”,可能会迫使该公司寻找“增加客户交易的新方法”。</blockquote></p><p> When an investor places an order to buy a stock on its app, Robinhood routes the order to a market maker like Citadel Securities, which then handles execution — and pays Robinhood for that privilege. SEC Chair Gary Gensler has previously indicated he's skeptical of payment for order flow.</p><p><blockquote>当投资者在其应用程序上下单购买股票时,Robinhood会将订单发送给Citadel Securities等做市商,然后由该做市商处理执行,并向Robinhood支付该特权费用。SEC主席加里·詹斯勒(Gary Gensler)此前曾表示,他对订单流的支付持怀疑态度。</blockquote></p><p> Big picture: The report didn't include specific policy recommendations. But it could help Gensler's SEC eventually make changes to how markets function.</p><p><blockquote>大图:该报告没有包括具体的政策建议。但它可以帮助Gensler的SEC最终改变市场的运作方式。</blockquote></p><p> \"January's events gave us an opportunity to consider how we can further our efforts to make the equity markets as fair, orderly and efficient as possible,\" Gensler, who was nominated by President Joe Biden, said in a statement Monday.</p><p><blockquote>由总统乔·拜登提名的詹斯勒周一在一份声明中表示:“一月份的事件让我们有机会考虑如何进一步努力,使股市尽可能公平、有序和高效。”</blockquote></p><p> But SEC Commissioners Hester Peirce and Elad Roisman, who are Republican appointees, said in a separate statement that the report went too far.</p><p><blockquote>但共和党任命的SEC委员赫斯特·皮尔斯和埃拉德·罗斯曼在另一份声明中表示,该报告走得太远了。</blockquote></p><p> \"In the wake of an anomalous market event, it can be tempting to identify a convenient scapegoat and leverage the event to pursue regulatory actions without regard to the factual record,\" they said, adding that the report, \"finds no causal connection between the meme stock volatility\" and a practice such as payment for order flow \"that has drawn recent popular attention.\"</p><p><blockquote>他们表示:“在异常市场事件发生后,人们很容易找到一个方便的替罪羊,并利用该事件采取监管行动,而不考虑事实记录。”他们补充说,该报告“没有发现两者之间存在因果关系”。模因股票波动”和“为订单流付费”等做法“最近引起了广泛关注”。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>What actually happened during GameStop mania?<blockquote>游戏驿站狂热期间到底发生了什么?</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhat actually happened during GameStop mania?<blockquote>游戏驿站狂热期间到底发生了什么?</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">CNN Business</strong><span class=\"h-time small\">2021-10-20 11:19</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>London (CNN Business) - </b>In late January, there was one question on the minds of investors: How did a struggling mall-based video game retailer became Wall Street's hottest stock, seemingly overnight?</p><p><blockquote><b>伦敦(CNN商业)——</b>一月底,投资者心中有一个问题:一家陷入困境的购物中心视频游戏零售商如何在一夜之间成为华尔街最热门的股票?</blockquote></p><p> Now, after months of research, the industry's top regulator has answers — and its findings could pave the way for major reforms to how financial markets function as amateur traders remain a powerful force.</p><p><blockquote>现在,经过数月的研究,该行业的最高监管机构已经找到了答案——其研究结果可能为金融市场如何运作的重大改革铺平道路,因为业余交易者仍然是一股强大的力量。</blockquote></p><p> What's happening: The US Securities and Exchange Commission just released a44-page reportexaminingGameStop(GME)mania, the early 2021 phenomenon in which the company's shares, plugged by enthusiasts on social media, rocketed about 2,700% in a matter of weeks.</p><p><blockquote>正在发生的事情:美国证券交易委员会刚刚发布了一份长达44页的报告,审查GameStop(GME)狂热,这是2021年初的一种现象,该公司的股价在社交媒体上受到爱好者的炒作,在几周内飙升了约2,700%。</blockquote></p><p> Other companies, including movie theater chain AMC Entertainment(AMC), electronics company Koss(KOSS) and clothing chain Express(EXPR), also logged astronomical gains as online hype reached a fever pitch.</p><p><blockquote>随着网络炒作达到白热化,连锁影院AMC院线(AMC)、电子公司科斯(KOSS)和服装连锁店Express(EXPR)等其他公司也录得天文数字的涨幅。</blockquote></p><p> The report is full of interesting findings about the so-called \"meme stock\" craze. Here are some of the highlights.</p><p><blockquote>该报告充满了关于所谓“模因股票”热潮的有趣发现。以下是一些亮点。</blockquote></p><p> It really was wild.The SEC found that the number of unique accounts trading GameStop on a given day rose to nearly 900,000 by Jan. 27, up from fewer than 10,000 at the beginning of the month.</p><p><blockquote>真的很疯狂。SEC发现,截至1月27日,某一天交易游戏驿站的独立账户数量从本月初的不到10,000个增至近90万个。</blockquote></p><p> And the volume of stock changing hands was massive. Between Jan. 13 and Jan. 29, an average of 100 million GameStop shares were traded per day, up 1,400% from the 2020 average.</p><p><blockquote>股票易手量巨大。1月13日至1月29日期间,游戏驿站股票平均每天交易量为1亿股,较2020年平均水平增长1,400%。</blockquote></p><p> The action wasn't just limited to GameStop. More than 100 stocks \"experienced large price moves or increased trading volume that significantly exceeded broader market movements,\" the SEC said.</p><p><blockquote>这一行动不仅限于游戏驿站。SEC表示,100多只股票“经历了大幅价格波动或交易量增加,大大超过了大盘波动”。</blockquote></p><p> Some theories were off. One reason GameStop generated so much attention was because it fit a compelling David versus Goliath narrative, in which a band of renegade traders coordinating on platforms like Reddit successfully took on big hedge funds that had placed bets against GameStop. When the company's share price rose dramatically, those hedge funds allegedly had to buy stock in the company to cover their positions, triggering even bigger gains.</p><p><blockquote>有些理论被搁置。游戏驿站引起如此多关注的原因之一是,它符合引人注目的大卫与歌利亚的叙事,其中一群叛逆的交易员在Reddit等平台上协调,成功地对抗了做空游戏驿站的大型对冲基金。据称,当该公司股价大幅上涨时,这些对冲基金不得不购买该公司的股票来补仓,从而引发更大的涨幅。</blockquote></p><p> That did happen. But the SEC found that \"such buying was a small fraction of overall buy volume,\" and that it was \"positive sentiment, not the buying-to-cover, that sustained the weeks-long price appreciation of GameStop stock.\"</p><p><blockquote>确实发生了。但美国证券交易委员会发现,“此类购买仅占总体购买量的一小部分”,并且“积极情绪,而不是买入对冲,维持了游戏驿站股票长达数周的价格上涨。”</blockquote></p><p> Robinhood is under the microscope. The SEC thinks regulators should take a closer look at how popular trading apps function. That could put pressure on the company, which went public in July.</p><p><blockquote>罗宾汉在显微镜下。美国证券交易委员会认为监管机构应该仔细研究流行交易应用程序的运作方式。这可能会给该公司带来压力,该公司于7月上市。</blockquote></p><p> \"Consideration should be given to whether game-like features and celebratory animations that are likely intended to create positive feedback from trading lead investors to trade more than they would otherwise,\" the report said.</p><p><blockquote>报告称:“应该考虑可能旨在从交易中创造积极反馈的类似游戏的功能和庆祝动画是否会导致投资者进行比其他方式更多的交易。”</blockquote></p><p> The SEC also said the practice at the center of Robinhood's business model, known as \"payment for order flow,\" could compel the company to find \"novel ways to increase customer trading.\"</p><p><blockquote>SEC还表示,Robinhood商业模式的核心做法,即“订单流支付”,可能会迫使该公司寻找“增加客户交易的新方法”。</blockquote></p><p> When an investor places an order to buy a stock on its app, Robinhood routes the order to a market maker like Citadel Securities, which then handles execution — and pays Robinhood for that privilege. SEC Chair Gary Gensler has previously indicated he's skeptical of payment for order flow.</p><p><blockquote>当投资者在其应用程序上下单购买股票时,Robinhood会将订单发送给Citadel Securities等做市商,然后由该做市商处理执行,并向Robinhood支付该特权费用。SEC主席加里·詹斯勒(Gary Gensler)此前曾表示,他对订单流的支付持怀疑态度。</blockquote></p><p> Big picture: The report didn't include specific policy recommendations. But it could help Gensler's SEC eventually make changes to how markets function.</p><p><blockquote>大图:该报告没有包括具体的政策建议。但它可以帮助Gensler的SEC最终改变市场的运作方式。</blockquote></p><p> \"January's events gave us an opportunity to consider how we can further our efforts to make the equity markets as fair, orderly and efficient as possible,\" Gensler, who was nominated by President Joe Biden, said in a statement Monday.</p><p><blockquote>由总统乔·拜登提名的詹斯勒周一在一份声明中表示:“一月份的事件让我们有机会考虑如何进一步努力,使股市尽可能公平、有序和高效。”</blockquote></p><p> But SEC Commissioners Hester Peirce and Elad Roisman, who are Republican appointees, said in a separate statement that the report went too far.</p><p><blockquote>但共和党任命的SEC委员赫斯特·皮尔斯和埃拉德·罗斯曼在另一份声明中表示,该报告走得太远了。</blockquote></p><p> \"In the wake of an anomalous market event, it can be tempting to identify a convenient scapegoat and leverage the event to pursue regulatory actions without regard to the factual record,\" they said, adding that the report, \"finds no causal connection between the meme stock volatility\" and a practice such as payment for order flow \"that has drawn recent popular attention.\"</p><p><blockquote>他们表示:“在异常市场事件发生后,人们很容易找到一个方便的替罪羊,并利用该事件采取监管行动,而不考虑事实记录。”他们补充说,该报告“没有发现两者之间存在因果关系”。模因股票波动”和“为订单流付费”等做法“最近引起了广泛关注”。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://edition.cnn.com/2021/10/19/investing/premarket-stocks-trading/index.html\">CNN Business</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GME":"游戏驿站"},"source_url":"https://edition.cnn.com/2021/10/19/investing/premarket-stocks-trading/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123194504","content_text":"London (CNN Business) - In late January, there was one question on the minds of investors: How did a struggling mall-based video game retailer became Wall Street's hottest stock, seemingly overnight?\nNow, after months of research, the industry's top regulator has answers — and its findings could pave the way for major reforms to how financial markets function as amateur traders remain a powerful force.\nWhat's happening: The US Securities and Exchange Commission just released a44-page reportexaminingGameStop(GME)mania, the early 2021 phenomenon in which the company's shares, plugged by enthusiasts on social media, rocketed about 2,700% in a matter of weeks.\nOther companies, including movie theater chain AMC Entertainment(AMC), electronics company Koss(KOSS) and clothing chain Express(EXPR), also logged astronomical gains as online hype reached a fever pitch.\nThe report is full of interesting findings about the so-called \"meme stock\" craze. Here are some of the highlights.\nIt really was wild.The SEC found that the number of unique accounts trading GameStop on a given day rose to nearly 900,000 by Jan. 27, up from fewer than 10,000 at the beginning of the month.\nAnd the volume of stock changing hands was massive. Between Jan. 13 and Jan. 29, an average of 100 million GameStop shares were traded per day, up 1,400% from the 2020 average.\nThe action wasn't just limited to GameStop. More than 100 stocks \"experienced large price moves or increased trading volume that significantly exceeded broader market movements,\" the SEC said.\nSome theories were off. One reason GameStop generated so much attention was because it fit a compelling David versus Goliath narrative, in which a band of renegade traders coordinating on platforms like Reddit successfully took on big hedge funds that had placed bets against GameStop. When the company's share price rose dramatically, those hedge funds allegedly had to buy stock in the company to cover their positions, triggering even bigger gains.\nThat did happen. But the SEC found that \"such buying was a small fraction of overall buy volume,\" and that it was \"positive sentiment, not the buying-to-cover, that sustained the weeks-long price appreciation of GameStop stock.\"\nRobinhood is under the microscope. The SEC thinks regulators should take a closer look at how popular trading apps function. That could put pressure on the company, which went public in July.\n\"Consideration should be given to whether game-like features and celebratory animations that are likely intended to create positive feedback from trading lead investors to trade more than they would otherwise,\" the report said.\nThe SEC also said the practice at the center of Robinhood's business model, known as \"payment for order flow,\" could compel the company to find \"novel ways to increase customer trading.\"\nWhen an investor places an order to buy a stock on its app, Robinhood routes the order to a market maker like Citadel Securities, which then handles execution — and pays Robinhood for that privilege. SEC Chair Gary Gensler has previously indicated he's skeptical of payment for order flow.\nBig picture: The report didn't include specific policy recommendations. But it could help Gensler's SEC eventually make changes to how markets function.\n\"January's events gave us an opportunity to consider how we can further our efforts to make the equity markets as fair, orderly and efficient as possible,\" Gensler, who was nominated by President Joe Biden, said in a statement Monday.\nBut SEC Commissioners Hester Peirce and Elad Roisman, who are Republican appointees, said in a separate statement that the report went too far.\n\"In the wake of an anomalous market event, it can be tempting to identify a convenient scapegoat and leverage the event to pursue regulatory actions without regard to the factual record,\" they said, adding that the report, \"finds no causal connection between the meme stock volatility\" and a practice such as payment for order flow \"that has drawn recent popular attention.\"","news_type":1,"symbols_score_info":{"GME":0.9}},"isVote":1,"tweetType":1,"viewCount":1909,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":866060647,"gmtCreate":1632712822489,"gmtModify":1632798362840,"author":{"id":"4094824274303910","authorId":"4094824274303910","name":"jochen","avatar":"https://static.tigerbbs.com/5c1f2c08c8fd5f34bc708bc9415c25c1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4094824274303910","idStr":"4094824274303910"},"themes":[],"htmlText":"🐯","listText":"🐯","text":"🐯","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/866060647","repostId":"2170488786","repostType":4,"repost":{"id":"2170488786","kind":"news","pubTimestamp":1632685409,"share":"https://www.laohu8.com/m/news/2170488786?lang=zh_CN&edition=full","pubTime":"2021-09-27 03:43","market":"other","language":"en","title":"Debt ceiling debates in Congress, consumer confidence: What to know this week<blockquote>国会债务上限辩论、消费者信心:本周需要了解什么</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2170488786","media":"Yahoo Finance","summary":"Investors this week are set to closely monitor developments in Washington, D.C., as lawmakers race t","content":"<p><div> Investors this week are set to closely monitor developments in Washington, D.C., as lawmakers race to pass legislation to avoid a government shutdown by the end of the month and debate raising the ...</p><p><blockquote><div>投资者本周将密切关注华盛顿特区的事态发展,因为议员们竞相通过立法,以避免政府在本月底关闭,并就提高...</div></blockquote></p><p> <a href=\"https://finance.yahoo.com/news/debt-ceiling-debates-in-congress-consumer-confidence-what-to-know-this-week-194329712.html\">网页链接</a> </div> </p><p><blockquote><a href=\"https://finance.yahoo.com/news/debt-ceiling-debates-in-congress-consumer-confidence-what-to-know-this-week-194329712.html\">网页连接</a></blockquote></p><p></p>","source":"yahoofinance_au","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>Debt ceiling debates in Congress, consumer confidence: What to know this week<blockquote>国会债务上限辩论、消费者信心:本周需要了解什么</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDebt ceiling debates in Congress, consumer confidence: What to know this week<blockquote>国会债务上限辩论、消费者信心:本周需要了解什么</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Yahoo Finance</strong><span class=\"h-time small\">2021-09-27 03:43</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Investors this week are set to closely monitor developments in Washington, D.C., as lawmakers race to pass legislation to avoid a government shutdown by the end of the month and debate raising the ...</p><p><blockquote><div>投资者本周将密切关注华盛顿特区的事态发展,因为议员们竞相通过立法,以避免政府在本月底关闭,并就提高...</div></blockquote></p><p> <a href=\"https://finance.yahoo.com/news/debt-ceiling-debates-in-congress-consumer-confidence-what-to-know-this-week-194329712.html\">网页链接</a> </div> </p><p><blockquote><a href=\"https://finance.yahoo.com/news/debt-ceiling-debates-in-congress-consumer-confidence-what-to-know-this-week-194329712.html\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://finance.yahoo.com/news/debt-ceiling-debates-in-congress-consumer-confidence-what-to-know-this-week-194329712.html\">Yahoo Finance</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e7e749e88d2580d292ffc6ae18d03b65","relate_stocks":{"SPY.AU":"SPDR® S&P 500® ETF Trust"},"source_url":"https://finance.yahoo.com/news/debt-ceiling-debates-in-congress-consumer-confidence-what-to-know-this-week-194329712.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2170488786","content_text":"Investors this week are set to closely monitor developments in Washington, D.C., as lawmakers race to pass legislation to avoid a government shutdown by the end of the month and debate raising the debt ceiling. Elsewhere, economic data on consumer confidence is also due for release.\nThe Senate is expected to vote Monday on a procedural motion over the legislation passed by the House of Representatives last week. That bill included a plan to temporarily fund the government through early December, and came alongside a measure to raise the government debt ceiling through December 2022.\nThe latter point has been an area of contention for Senate Republicans, who are only narrowly outnumbered by Democratic lawmakers in both chambers and who have threatened to block the bill in its current form.\nSenate Republicans including Minority Leader Mitch McConnell have suggested that Democratic lawmakers should use the budget reconciliation process to raise the debt ceiling without Republican support. McConnell has, however, supported a short-term government funding bill that excludes a debt ceiling suspension.\n\"If they [the Democrats] want to tax, borrow and spend historic sums of money without our input, they’ll have to raise the debt limit without our help. This is the reality,” McConnell said on the Senate floor last week.\nDemocratic lawmakers, for their part, have called for the move to raise the debt limit be bipartisan to prevent the government from defaulting on its obligations. The Treasury Department has warned that the U.S. could default on its debts as soon as October in absence of congressional action.\n\"The U.S. has always paid its bills on time, but the overwhelming consensus among economists and Treasury officials of both parties is that failing to raise the debt limit would produce widespread economic catastrophe,\" Treasury Secretary Janet Yellen wrote in an op-ed in the Wall Street Journal last week.\nFederal Reserve Chair Jerome Powell also warned of the consequences of a failure to raise the debt ceiling during his post-FOMC meeting press conference last week.\n\"It's just very important that the debt ceiling be raised in a timely fashion so that the United States can pay its bills when and as they come due. That's a critically important thing,\" he said. \"The failure to do that is something that could result in severe reactions, severe damage to the economy and to the financial markets ... no one should assume that the Fed or anyone else can protect the markets or the economy in the event of a failure.\"\nA dead Elm tree is removed on the West Front of the Capitol in Washington, Friday, Sept. 10, 2021. (AP Photo/J. Scott Applewhite)ASSOCIATED PRESS\nAmid the standoff, the Office of Management and Budget began warning federal agencies last week to prepare for a potential government shutdown. The reminder served as a standard warning one week out from Congress's deadline to reach an agreement to at least temporarily continue funding the government.\nThough leaders of both political parties have agreed that a continuing resolution to avoid the shutdown at the end of the month is needed, the ongoing tension over raising the debt limit has served as a potential roadblock in this effort.\n\"We still expect Congress to avert a partial government shutdown at the start of October. Republicans won’t vote for the current continuing resolution being touted by the Democratic leadership, which also includes a new debt ceiling suspension,\" wrote Paul Ashworth, chief North America economist for Capital Economics, in a note Friday. \"But we expect a Plan B to emerge next week with the latter stripped out, which Republicans will support.\"\n\"The bigger issue is that there doesn’t appear to be an easy path to raising the debt ceiling by mid-October, which is when estimates suggest the Treasury’s will exhaust the 'extraordinary measures it is currently using to keep the lights on,\" he added.\nInvestors have also grown jittery as the debates wore on, with stocks posting their worst day since May last week amid a confluence of concerns that also included debt concerns with China Evergrande.\nMany strategists, however, have suggested market participants need not be overly concerned about the impacts of a potential government shutdown.\n\"Historically, we've seen that government shutdowns tend to be short-lived,\" Jordan Jackson, JPMorgan Asset Management global market strategist, told Yahoo Finance Live on Friday. \"We also know that for those non-essential federal employees, they do get furlough pay as well.\"\n\"If it lasts more than 30 days, it's certainly going to have a bigger impact on the economy. But generally speaking, these shutdowns tend to be short-lived and markets — while they may correct in the short-term — they do sort of continue to grind higher,\" he added. \"I think it's certainly a risk in terms of a short-term mini correction there. But again, with all the liquidity out there, I think any sort of blip in the markets will be short-lived.\"\nHistorical equity performance during and immediately following a government shutdown has also tended to point to a muted market impact.\n\"In the 14 government shutdowns since 1980, the S&P 500 generated median returns of -0.1% on the dates of budget authority expiration, 0.1% during the shutdown periods, and 0.3% on the dates of resolution,\" David Kostin, Goldman Sachs chief equity strategist, wrote in a note published on Sept. 21.\n\"One notable exception was the most recent federal shutdown in December 2018, when the S&P 500 fell 2% on the spending authority expiration date,\" he added. \"However, this decline was likely driven primarily by investor concerns about Fed tightening.\"\nKostin also noted that the typical government shutdown since 1980 has only lasted three days before ultimately being resolved. More recent shutdowns have lasted several times longer, however, with the duration of the four most recent federal shutdowns averaging 18 days, Kostin said.\nConsumer confidence\nOn the economic data front, one of the most closely watched new pieces of data will be on consumer confidence.\nThe Conference Board is set to release its September consumer confidence index Tuesday morning. Economists expect the index to tick up only slightly compared to August, with consumers' views on the coronavirus and rising prices stabilizing near the lowest level since February.\nSpecifically, consensus economists are looking for the index to rise to 115.0 in September after dropping to 113.8 in August. During the last monthly report, consumers' assessments of current business and labor market conditions both eased, and expectations for the next six months out also deteriorated.\n\"Consumer confidence fell to a six-month low in August, due to concerns around the Delta variant and inflation,\" wrote Bank of America economist Michelle Meyer in a note on Friday. \"We think these concerns largely remained in September.\"\nAt the time, Lynn Franco, senior director of economic indicators at the Conference Board, said it was still \"too soon to conclude\" whether decline in consumer confidence would \"result in consumers significantly curtailing their spending in the months ahead.\"\nThe latest spending data has also been equivocal. The Commerce Department's latest report showed retail sales rose 0.7% in August after declining in July. However, the categories posting the biggest declines were areas like e-commerce shops and grocery stores, suggesting consumer behavior was shifting back toward stay-in-place trends and away from in-person events like restaurant dining amid the latest wave of the coronavirus.\nEconomic calendar\n\nMonday: Durable goods orders, August preliminary (0.6% expected, -0.1% in July); Durable goods excluding transportation, August preliminary (0.5% expected, 0.8% in July); Non-defense capital goods orders excluding aircraft, August preliminary (0.3% expected, 0.1% in July); Non-defense capital goods orders excluding aircraft, August preliminary (0.9% in July); Dallas Fed Manufacturing Activity Index, September (11.0 expected, 9.0 in July)\nTuesday: Advance goods trade balance, August (-$87.0 billion expected, -$86.4 billion in July); Wholesale inventories, month-over-month, August preliminary (0.6% in July); Retail inventories, month-over-month, August (0.4% in July); FHFA House Price Index, month-over-month, July (1.5% expected, 1.6% in July); S&P CoreLogic Case-Shiller 20-City Composite Index, month-over-month, July (1.62% expected, 1.77% in June); S&P CoreLogic Case-Shiller 20-City Composite Index, month-over-month, July (20.1% expected, 19.08% in June); Conference Board Consumer Confidence Index, September (114.2 expected, 113.8 in August); Richmond Fed Manufacturing Index, September (9 in August)\nWednesday: MBA Mortgage Applications, week ended September 24 (4.9% during prior month); Pending home sales, month-over-month, August (1.0% expected, -1.8% in July)\nThursday: Initial jobless claims, week ended September 25 (320,000 expected, 351,000 during prior week); Continuing claims, week ended September 18 (2.845 million during prior week); GDP annualized, quarter-over-quarter, second-quarter third estimate (6.7% expected, 6.6% in prior estimate); Personal consumption, second-quarter third estimate (11.9% in prior estimate); Core personal consumption expenditures, second quarter third estimate (6.1% in prior estimate); MNI Chicago PMI, September (65.0 expected, 66.8 in August)\nFriday: Personal income, August (0.2% expected, 1.1% in July); Personal spending, August (0.7% expected, 0.3% in July); Personal consumption expenditures core deflator, month-over-over, August (0.2% expected, 0.3% in July); Personal consumption expenditures core deflator, year-over-year, August (3.6% expected, 3.6% in July); Markit manufacturing PMI, September final (60.5 in prior estimate); Construction spending, month-over-month, August (0.3% expected, 0.3% in July); University of Michigan sentiment, September final (71.0 expected, 71.0 in prior print); ISM Manufacturing, September (59.5 expected, 59.9 in August)\n\nEarnings calendar\n\nMonday: Aurora Cannabis (ACB) after market close\nTuesday: Micron Technology (MU) after market close.\nWednesday: No notable reports scheduled for release\nThursday: CarMax (KMX), Bed Bath & Beyond (BBBY) before market open; Jefferies (JEF) after market close\nFriday: No notable reports scheduled for releas","news_type":1,"symbols_score_info":{"SPY.AU":0.9}},"isVote":1,"tweetType":1,"viewCount":904,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":828013744,"gmtCreate":1633821694827,"gmtModify":1633821694827,"author":{"id":"4094824274303910","authorId":"4094824274303910","name":"jochen","avatar":"https://static.tigerbbs.com/5c1f2c08c8fd5f34bc708bc9415c25c1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4094824274303910","idStr":"4094824274303910"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/828013744","repostId":"2174920514","repostType":4,"isVote":1,"tweetType":1,"viewCount":2376,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":864322983,"gmtCreate":1633060233176,"gmtModify":1633060233318,"author":{"id":"4094824274303910","authorId":"4094824274303910","name":"jochen","avatar":"https://static.tigerbbs.com/5c1f2c08c8fd5f34bc708bc9415c25c1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4094824274303910","idStr":"4094824274303910"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/864322983","repostId":"2172952647","repostType":4,"isVote":1,"tweetType":1,"viewCount":436,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":823939401,"gmtCreate":1633570221002,"gmtModify":1633570221102,"author":{"id":"4094824274303910","authorId":"4094824274303910","name":"jochen","avatar":"https://static.tigerbbs.com/5c1f2c08c8fd5f34bc708bc9415c25c1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4094824274303910","idStr":"4094824274303910"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/823939401","repostId":"2173948202","repostType":4,"isVote":1,"tweetType":1,"viewCount":881,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":861582700,"gmtCreate":1632524409900,"gmtModify":1632713567939,"author":{"id":"4094824274303910","authorId":"4094824274303910","name":"jochen","avatar":"https://static.tigerbbs.com/5c1f2c08c8fd5f34bc708bc9415c25c1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4094824274303910","idStr":"4094824274303910"},"themes":[],"htmlText":"🐯","listText":"🐯","text":"🐯","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/861582700","repostId":"1104085778","repostType":4,"repost":{"id":"1104085778","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1632498166,"share":"https://www.laohu8.com/m/news/1104085778?lang=zh_CN&edition=full","pubTime":"2021-09-24 23:42","market":"us","language":"en","title":"IPO opening reminder: Cue Health opens for trading at $19.2, up 20% from IPO price.<blockquote>IPO开盘提醒:Cue Health开盘价为19.2美元,较IPO价格上涨20%。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1104085778","media":"Tiger Newspress","summary":"(Sept 24) Cue Health Inc. opens for trading at $19.2, up 20% from IPO price.\n\nCompany & Technology\nS","content":"<p>(Sept 24) <a href=\"https://laohu8.com/S/HLTH\">Cue Health Inc.</a> opens for trading at $19.2, up 20% from IPO price.</p><p><blockquote>(9月24日)<a href=\"https://laohu8.com/S/HLTH\">提示健康公司。</a>开盘价为19.2美元,较IPO价格上涨20%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c7270662a08ec3dac176aa52bf5cbd1a\" tg-width=\"902\" tg-height=\"560\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <b>Company & Technology</b></p><p><blockquote><b>公司与技术</b></blockquote></p><p> San Diego, California-based Cue was founded to first develop a COVID-19 test kit and integrated information platform for processing and communication.</p><p><blockquote>总部位于加利福尼亚州圣地亚哥的Cue成立的目的是首先开发新冠肺炎测试套件和用于处理和通信的集成信息平台。</blockquote></p><p> Management is headed by co-founder, Chairman and CEO Ayub Khattak, who has been with the firm since inception and holds a B.S. in mathematics from UCLA.</p><p><blockquote>管理层由联合创始人、董事长兼首席执行官Ayub Khattak领导,他自公司成立以来一直在公司工作,并拥有学士学位。加州大学洛杉矶分校数学专业。</blockquote></p><p> The company’s primary offerings in its Cue Integrated Care Platform:</p><p><blockquote>该公司在其Cue综合护理平台中的主要产品:</blockquote></p><p> <ul> <li>Health monitoring system</p><p><blockquote><ul><li>健康监测系统</li></ul></blockquote></p><p></li> <li>Rader</p><p><blockquote><li>雷达</li></blockquote></p><p></li> <li>Cartridge</p><p><blockquote><li>弹壳</li></blockquote></p><p></li> <li>Wand</p><p><blockquote><li>墙</li></blockquote></p><p></li> <li>Data</p><p><blockquote><li>数据</li></blockquote></p><p></li> <li>Delivery apps</p><p><blockquote><li>交付应用程序</li></blockquote></p><p></li> <li>Enterprise dashboard</p><p><blockquote><li>企业仪表板</li></blockquote></p><p></li> <li>Ecosystem integrations</p><p><blockquote><li>生态系统集成</li></blockquote></p><p></li> </ul> Cue has received at least $176 million in equity investment from investors including ACME Capital, Cove Investors, Decheng Capital China Life Sciences, Madrone and NVGA I.</p><p><blockquote>Cue已经获得了包括ACME Capital、Cove Investors、德诚资本中国生命科学、Madrone和NVGA I在内的投资者至少1.76亿美元的股权投资。</blockquote></p><p> <b>Customer/User Acquisition</b></p><p><blockquote><b>客户/用户获取</b></blockquote></p><p> The company pursues healthcare provider relationships through its in-house direct sales team focused on healthcare providers, large enterprises and public sector clients.</p><p><blockquote>该公司通过其专注于医疗保健提供商、大型企业和公共部门客户的内部直销团队寻求医疗保健提供商关系。</blockquote></p><p> Management expects 2021 customer demand for its COVID-19 test kits to exceed its manufacturing capacity.</p><p><blockquote>管理层预计,2021年客户对其COVID-19检测试剂盒的需求将超过其生产能力。</blockquote></p><p> Sales and Marketing expenses as a percentage of total revenue have varied as revenues have increased sharply, as the figures below indicate:</p><p><blockquote>销售及营销开支佔总收入的百分比随着收入急剧增加而变化,如下图所示:</blockquote></p><p> <table> <tbody> <tr> <td><b>Sales and Marketing</b></p><p><blockquote><table><tbody><tr><td><b>销售及市场推广</b></td></tr></tbody></table></blockquote></p><p></td> <td><b>Expenses vs. Revenue</b></p><p><blockquote><td><b>费用与收入</b></td></blockquote></p><p></td> </tr> <tr> <td>Period</p><p><blockquote><tr><td>周期</td></tr></blockquote></p><p></td> <td>Percentage</p><p><blockquote><td>百分比</td></blockquote></p><p></td> </tr> <tr> <td>Six Mos. Ended June 30, 2021</p><p><blockquote><tr><td>六个月。截至2021年6月30日止</td></tr></blockquote></p><p></td> <td>1.0%</p><p><blockquote><td>1.0%</td></blockquote></p><p></td> </tr> <tr> <td>2020</p><p><blockquote><tr><td>2020</td></tr></blockquote></p><p></td> <td>3.1%</p><p><blockquote><td>3.1%</td></blockquote></p><p></td> </tr> <tr> <td>2019</p><p><blockquote><tr><td>2019</td></tr></blockquote></p><p></td> <td>1.3%</p><p><blockquote><td>1.3%</td></blockquote></p><p></td> </tr> </tbody> </table> The Sales and Marketing efficiency rate, defined as how many dollars of additional new revenue are generated by each dollar of Sales and Marketing spend, was 100.5x in the most recent reporting period, as shown in the table below:</p><p><blockquote>销售和营销效率率(定义为每美元销售和营销支出产生多少美元的额外新收入)在最近一个报告期内为100.5倍,如下表所示:</blockquote></p><p> <table> <tbody> <tr> <td><b>Sales and Marketing</b></p><p><blockquote><table><tbody><tr><td><b>销售及市场推广</b></td></tr></tbody></table></blockquote></p><p></td> <td><b>Efficiency Rate</b></p><p><blockquote><td><b>效率率</b></td></blockquote></p><p></td> </tr> <tr> <td>Period</p><p><blockquote><tr><td>周期</td></tr></blockquote></p><p></td> <td>Multiple</p><p><blockquote><td>多个的</td></blockquote></p><p></td> </tr> <tr> <td>Six Mos. Ended June 30, 2021</p><p><blockquote><tr><td>六个月。截至2021年6月30日止</td></tr></blockquote></p><p></td> <td>100.5</p><p><blockquote><td>100.5</td></blockquote></p><p></td> </tr> <tr> <td>2020</p><p><blockquote><tr><td>2020</td></tr></blockquote></p><p></td> <td>22.9</p><p><blockquote><td>22.9</td></blockquote></p><p></td> </tr> </tbody> </table> <b>Market & Competition</b></p><p><blockquote><b>市场与竞争</b></blockquote></p><p> According to a 2020 marketresearch reportby Grand View Research, the global market for COVID-19 detection kits was an estimated $3.28 billion in 2020 and is expected to reach $5 billion by 2027.</p><p><blockquote>根据Grand View Research的2020年市场研究报告,2020年新冠肺炎检测试剂盒的全球市场估计为32.8亿美元,预计到2027年将达到50亿美元。</blockquote></p><p> This represents a forecast CAGR of 5.05% from 2021 to 2027.</p><p><blockquote>这意味着2021年至2027年的预测复合年增长率为5.05%。</blockquote></p><p> The main drivers for this expected growth are a strong growth in demand for testing services of all types on a global basis.</p><p><blockquote>这一预期增长的主要驱动力是全球对所有类型测试服务需求的强劲增长。</blockquote></p><p> Also, below is a chart showing the market share of use of detection kits by end-user type:</p><p><blockquote>此外,下图显示了按最终用户类型划分的检测试剂盒使用的市场份额:</blockquote></p><p> <img src=\"https://static.tigerbbs.com/4b7fc60b336bae7685e08132f8176b57\" tg-width=\"1158\" tg-height=\"618\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> (Source)</p><p><blockquote>(资料来源)</blockquote></p><p> Major competitive or other industry participants include:</p><p><blockquote>主要竞争对手或其他行业参与者包括:</blockquote></p><p> <ul> <li>Abbott Laboratories(NYSE:ABT)</p><p><blockquote><ul><li>雅培实验室(纽约证券交易所代码:ABT)</li></ul></blockquote></p><p></li> <li>Becton, Dickinson(NYSE:BDX)</p><p><blockquote><li>迪金森贝克顿(纽约证券交易所代码:BDX)</li></blockquote></p><p></li> <li>bioMerieux(OTCPK:BMXMF)</p><p><blockquote><li>生物梅里埃(OTCPK:BMXMF)</li></blockquote></p><p></li> <li>Bio-Rad Laboratories(NYSE:BIO)</p><p><blockquote><li>Bio-Rad实验室(纽约证券交易所股票代码:BIO)</li></blockquote></p><p></li> <li>Danaher(NYSE:DHR)</p><p><blockquote><li>丹纳赫(纽约证券交易所代码:DHR)</li></blockquote></p><p></li> <li>Ellume Limited</p><p><blockquote><li>Ellume有限公司</li></blockquote></p><p></li> <li>Everly Health</p><p><blockquote><li>艾弗利健康</li></blockquote></p><p></li> <li>Roche(OTCQX:RHHBY)(OTCQX:RHHBF)</p><p><blockquote><li>罗氏(OTCQX:RHHBY)(OTCQX:RHHBF)</li></blockquote></p><p></li> <li>Fluidigm(NASDAQ:FLDM)</p><p><blockquote><li>Fluidigm(纳斯达克:FLDM)</li></blockquote></p><p></li> <li>GenMark Diagnostics(NASDAQ:GNMK)</p><p><blockquote><li>GenMark Diagnostics(纳斯达克:GNMK)</li></blockquote></p><p></li> <li>Others</p><p><blockquote><li>其他</li></blockquote></p><p></li> </ul> <b>Financial Performance</b></p><p><blockquote><b>财务表现</b></blockquote></p><p> Cue’s recent financial results can be summarized as follows:</p><p><blockquote>Cue近期财务业绩可总结如下:</blockquote></p><p> <ul> <li>Sharply growing top line revenue</p><p><blockquote><ul><li>营收急剧增长</li></ul></blockquote></p><p></li> <li>Increasing gross profit and variable gross margin</p><p><blockquote><li>增加毛利及可变毛利率</li></blockquote></p><p></li> <li>A swing to operating profit and net income</p><p><blockquote><li>营业利润和净利润的波动</li></blockquote></p><p></li> <li>Variable cash flow from operations</p><p><blockquote><li>经营活动产生的可变现金流量</li></blockquote></p><p></li> </ul> Below are relevant financial results derived from the firm’s registration statement:</p><p><blockquote>以下是来自公司注册声明的相关财务业绩:</blockquote></p><p> <table> <colgroup></colgroup> <tbody> <tr> <td><b>Total Revenue</b></p><p><blockquote><table><colgroup></colgroup><tbody><tr><td><b>收入总额</b></td></tr></tbody></table></blockquote></p><p></td> </tr> <tr> <td>Period</p><p><blockquote><tr><td>周期</td></tr></blockquote></p><p></td> <td>Total Revenue</p><p><blockquote><td>收入总额</td></blockquote></p><p></td> <td>% Variance vs. Prior</p><p><blockquote><td>与既往相比的%差异</td></blockquote></p><p></td> </tr> <tr> <td>Six Mos. Ended June 30, 2021</p><p><blockquote><tr><td>六个月。截至2021年6月30日止</td></tr></blockquote></p><p></td> <td>$ 201,922,000</p><p><blockquote><td>$201,922,000</td></blockquote></p><p></td> <td>3971.0%</p><p><blockquote><td>3971.0%</td></blockquote></p><p></td> </tr> <tr> <td>2020</p><p><blockquote><tr><td>2020</td></tr></blockquote></p><p></td> <td>$ 22,953,000</p><p><blockquote><td>$22,953,000</td></blockquote></p><p></td> <td>246.4%</p><p><blockquote><td>246.4%</td></blockquote></p><p></td> </tr> <tr> <td>2019</p><p><blockquote><tr><td>2019</td></tr></blockquote></p><p></td> <td>$ 6,626,000</p><p><blockquote><td>$6,626,000</td></blockquote></p><p></td> </tr> <tr></tr> <tr> <td><b>Gross Profit (Loss)</b></p><p><blockquote><tr></tr><tr><td><b>毛利(亏损)</b></td></tr></blockquote></p><p></td> </tr> <tr> <td>Period</p><p><blockquote><tr><td>周期</td></tr></blockquote></p><p></td> <td>Gross Profit (Loss)</p><p><blockquote><td>毛利(亏损)</td></blockquote></p><p></td> <td>% Variance vs. Prior</p><p><blockquote><td>与既往差异%</td></blockquote></p><p></td> </tr> <tr> <td>Six Mos. Ended June 30, 2021</p><p><blockquote><tr><td>六个月。截至2021年6月30日止</td></tr></blockquote></p><p></td> <td>$ 116,745,000</p><p><blockquote><td>$116,745,000</td></blockquote></p><p></td> <td>2253.7%</p><p><blockquote><td>2253.7%</td></blockquote></p><p></td> </tr> <tr> <td>2020</p><p><blockquote><tr><td>2020</td></tr></blockquote></p><p></td> <td>$ 8,002,000</p><p><blockquote><td>$8,002,000</td></blockquote></p><p></td> <td>20.8%</p><p><blockquote><td>20.8%</td></blockquote></p><p></td> </tr> <tr> <td>2019</p><p><blockquote><tr><td>2019</td></tr></blockquote></p><p></td> <td>$ 6,626,000</p><p><blockquote><td>$6,626,000</td></blockquote></p><p></p><p></td> </tr> <tr></tr> <tr> <td><b>Gross Margin</b></p><p><blockquote><tr></tr><tr><td><b>毛利率</b></td></tr></blockquote></p><p></td> </tr> <tr> <td>Period</p><p><blockquote><tr><td>周期</td></tr></blockquote></p><p></td> <td>Gross Margin</p><p><blockquote><td>毛利率</td></blockquote></p><p></td> </tr> <tr> <td>Six Mos. Ended June 30, 2021</p><p><blockquote><tr><td>六个月。截至2021年6月30日止</td></tr></blockquote></p><p></td> <td>57.82%</p><p><blockquote><td>57.82%</td></blockquote></p><p></td> </tr> <tr> <td>2020</p><p><blockquote><tr><td>2020</td></tr></blockquote></p><p></td> <td>34.86%</p><p><blockquote><td>34.86%</td></blockquote></p><p></td> </tr> <tr> <td>2019</p><p><blockquote><tr><td>2019</td></tr></blockquote></p><p></td> <td>100.00%</p><p><blockquote><td>100.00%</td></blockquote></p><p></td> </tr> <tr></tr> <tr> <td><b>Operating Profit (Loss)</b></p><p><blockquote><tr></tr><tr><td><b>经营溢利(亏损)</b></td></tr></blockquote></p><p></td> </tr> <tr> <td>Period</p><p><blockquote><tr><td>周期</td></tr></blockquote></p><p></td> <td>Operating Profit (Loss)</p><p><blockquote><td>经营溢利(亏损)</td></blockquote></p><p></td> <td>Operating Margin</p><p><blockquote><td>营业利润率</td></blockquote></p><p></td> </tr> <tr> <td>Six Mos. Ended June 30, 2021</p><p><blockquote><tr><td>六个月。截至2021年6月30日止</td></tr></blockquote></p><p></td> <td>$ 79,463,000</p><p><blockquote><td>$79,463,000</td></blockquote></p><p></td> <td>39.4%</p><p><blockquote><td>39.4%</td></blockquote></p><p></td> </tr> <tr> <td>2020</p><p><blockquote><tr><td>2020</td></tr></blockquote></p><p></td> <td>$ (45,126,000)</p><p><blockquote><td>$(45,126,000)</td></blockquote></p><p></td> <td>-196.6%</p><p><blockquote><td>-196.6%</td></blockquote></p><p></td> </tr> <tr> <td>2019</p><p><blockquote><tr><td>2019</td></tr></blockquote></p><p></td> <td>$ (20,767,000)</p><p><blockquote><td>$(20,767,000)</td></blockquote></p><p></td> <td>-313.4%</p><p><blockquote><td>-313.4%</td></blockquote></p><p></td> </tr> <tr></tr> <tr> <td><b>Net Income (Loss)</b></p><p><blockquote><tr></tr><tr><td><b>净利润(亏损)</b></td></tr></blockquote></p><p></td> </tr> <tr> <td>Period</p><p><blockquote><tr><td>周期</td></tr></blockquote></p><p></td> <td>Net Income (Loss)</p><p><blockquote><td>净利润(亏损)</td></blockquote></p><p></td> </tr> <tr> <td>Six Mos. Ended June 30, 2021</p><p><blockquote><tr><td>六个月。截至2021年6月30日止</td></tr></blockquote></p><p></td> <td>$ 32,840,000</p><p><blockquote><td>$32,840,000</td></blockquote></p><p></td> </tr> <tr> <td>2020</p><p><blockquote><tr><td>2020</td></tr></blockquote></p><p></td> <td>$ (47,352,000)</p><p><blockquote><td>$(47,352,000)</td></blockquote></p><p></td> </tr> <tr> <td>2019</p><p><blockquote><tr><td>2019</td></tr></blockquote></p><p></td> <td>$ (20,606,000)</p><p><blockquote><td>$(20,606,000)</td></blockquote></p><p></td> </tr> <tr></tr> <tr> <td><b>Cash Flow From Operations</b></p><p><blockquote><tr></tr><tr><td><b>经营所得现金流量</b></td></tr></blockquote></p><p></td> </tr> <tr> <td>Period</p><p><blockquote><tr><td>周期</td></tr></blockquote></p><p></td> <td>Cash Flow From Operations</p><p><blockquote><td>经营所得现金流量</td></blockquote></p><p></td> </tr> <tr> <td>Six Mos. Ended June 30, 2021</p><p><blockquote><tr><td>六个月。截至2021年6月30日止</td></tr></blockquote></p><p></td> <td>$ (37,812,000)</p><p><blockquote><td>$(37,812,000)</td></blockquote></p><p></td> </tr> <tr> <td>2020</p><p><blockquote><tr><td>2020</td></tr></blockquote></p><p></td> <td>$ 92,655,000</p><p><blockquote><td>$92,655,000</td></blockquote></p><p></td> </tr> <tr> <td>2019</p><p><blockquote><tr><td>2019</td></tr></blockquote></p><p></td> <td>$ (12,996,000)</p><p><blockquote><td>$(12,996,000)</td></blockquote></p><p></td> </tr> </tbody> </table> As of June 30, 2021, Cue had $246.3 million in cash and $516.3 million in total liabilities.</p><p><blockquote>截至2021年6月30日,Cue拥有2.463亿美元现金,总负债为5.163亿美元。</blockquote></p><p> Free cash flow during the twelve months ended June 30, 2021, was negative ($60 million).</p><p><blockquote>截至2021年6月30日的12个月内,自由现金流为负(6000万美元)。</blockquote></p><p> <b>Valuation Metrics</b></p><p><blockquote><b>估值指标</b></blockquote></p><p> Below is a table of relevant capitalization and valuation figures for the company:</p><p><blockquote>下表为本公司的相关资本化及估值数字:</blockquote></p><p> <table> <colgroup></colgroup> <tbody> <tr> <td><b>Measure [TTM]</b></p><p><blockquote><table><colgroup></colgroup><tbody><tr><td><b>测量[TTM]</b></td></tr></tbody></table></blockquote></p><p></td> <td><b>Amount</b></p><p><blockquote><td><b>数量</b></td></blockquote></p><p></td> </tr> <tr> <td>Market Capitalization at IPO</p><p><blockquote><tr><td>IPO时的市值</td></tr></blockquote></p><p></td> <td>$2,299,981,232</p><p><blockquote><td>$2,299,981,232</td></blockquote></p><p></td> </tr> <tr> <td>Enterprise Value</p><p><blockquote><tr><td>企业价值</td></tr></blockquote></p><p></td> <td>$1,874,455,232</p><p><blockquote><td>$1,874,455,232</td></blockquote></p><p></td> </tr> <tr> <td>Price / Sales</p><p><blockquote><tr><td>价格/销售额</td></tr></blockquote></p><p></td> <td>10.46</p><p><blockquote><td>10.46</td></blockquote></p><p></td> </tr> <tr> <td>EV / Revenue</p><p><blockquote><tr><td>EV/收入</td></tr></blockquote></p><p></td> <td>8.52</p><p><blockquote><td>8.52</td></blockquote></p><p></td> </tr> <tr> <td>EV / EBITDA</p><p><blockquote><tr><td>EV/EBITDA</td></tr></blockquote></p><p></td> <td>35.46</p><p><blockquote><td>35.46</td></blockquote></p><p></td> </tr> <tr> <td>Earnings Per Share</p><p><blockquote><tr><td>每股盈利</td></tr></blockquote></p><p></td> <td>$0.03</p><p><blockquote><td>$0.03</td></blockquote></p><p></td> </tr> <tr> <td>Float To Outstanding Shares Ratio</p><p><blockquote><tr><td>流通股与流通股比率</td></tr></blockquote></p><p></td> <td>8.70%</p><p><blockquote><td>8.70%</td></blockquote></p><p></td> </tr> <tr> <td>Proposed IPO Midpoint Price per Share</p><p><blockquote><tr><td>建议IPO每股中点价格</td></tr></blockquote></p><p></td> <td>$16.00</p><p><blockquote><td>$16.00</td></blockquote></p><p></td> </tr> <tr> <td>Net Free Cash Flow</p><p><blockquote><tr><td>净自由现金流</td></tr></blockquote></p><p></td> <td>-$59,920,000</p><p><blockquote><td>-$59,920,000</td></blockquote></p><p></td> </tr> <tr> <td>Free Cash Flow Yield Per Share</p><p><blockquote><tr><td>每股自由现金流收益率</td></tr></blockquote></p><p></td> <td>-2.61%</p><p><blockquote><td>-2.61%</td></blockquote></p><p></td> </tr> <tr> <td>Revenue Growth Rate</p><p><blockquote><tr><td>收入增长率</td></tr></blockquote></p><p></td> <td>3971.01%</p><p><blockquote><td>3971.01%</td></blockquote></p><p></td> </tr> </tbody> </table> As a reference, a potential partial and imperfect public comparable to Cue would be Bio-Rad (BIO); below is a comparison of their primary valuation metrics:</p><p><blockquote>作为参考,与Cue相当的潜在部分和不完美的公共将是Bio-Rad(BIO);以下是其主要估值指标的比较:</blockquote></p><p> <table> <colgroup></colgroup> <tbody> <tr> <td><b>Metric</b></p><p><blockquote><table><colgroup></colgroup><tbody><tr><td><b>公制</b></td></tr></tbody></table></blockquote></p><p></td> <td><b>Bio-Rad (BIO)</b></p><p><blockquote><td><b>Bio-Rad(生物)</b></td></blockquote></p><p></td> <td><b>Cue Health (HLTH)</b></p><p><blockquote><td><b>提示健康(HLTH)</b></td></blockquote></p><p></td> <td><b>Variance</b></p><p><blockquote><td><b>差异</b></td></blockquote></p><p></td> </tr> <tr> <td>Price / Sales</p><p><blockquote><tr><td>价格/销售额</td></tr></blockquote></p><p></td> <td>8.15</p><p><blockquote><td>8.15</td></blockquote></p><p></td> <td>10.46</p><p><blockquote><td>10.46</td></blockquote></p><p></td> <td>28.3%</p><p><blockquote><td>28.3%</td></blockquote></p><p></td> </tr> <tr> <td>EV / Revenue</p><p><blockquote><tr><td>EV/收入</td></tr></blockquote></p><p></td> <td>7.82</p><p><blockquote><td>7.82</td></blockquote></p><p></td> <td>8.52</p><p><blockquote><td>8.52</td></blockquote></p><p></td> <td>9.0%</p><p><blockquote><td>9.0%</td></blockquote></p><p></td> </tr> <tr> <td>EV / EBITDA</p><p><blockquote><tr><td>EV/EBITDA</td></tr></blockquote></p><p></td> <td>31.66</p><p><blockquote><td>31.66</td></blockquote></p><p></td> <td>35.46</p><p><blockquote><td>35.46</td></blockquote></p><p></td> <td>12.0%</p><p><blockquote><td>12.0%</td></blockquote></p><p></td> </tr> <tr> <td>Earnings Per Share</p><p><blockquote><tr><td>每股盈利</td></tr></blockquote></p><p></td> <td>$134.05</p><p><blockquote><td>$134.05</td></blockquote></p><p></td> <td>$0.03</p><p><blockquote><td>$0.03</td></blockquote></p><p></td> <td>-100.0%</p><p><blockquote><td>-100.0%</td></blockquote></p><p></td> </tr> <tr> <td>Revenue Growth Rate</p><p><blockquote><tr><td>收入增长率</td></tr></blockquote></p><p></td> <td>25.6%</p><p><blockquote><td>25.6%</td></blockquote></p><p></td> <td>3971.01%</p><p><blockquote><td>3971.01%</td></blockquote></p><p></td> <td>15436.03%</p><p><blockquote><td>15436.03%</td></blockquote></p><p></td> </tr> <tr> <td>(Glossary Of Terms)</p><p><blockquote><tr><td>(术语表)</td></tr></blockquote></p><p></td> </tr> </tbody> </table> <b>Commentary</b></p><p><blockquote><b>评论</b></blockquote></p><p> Cue is seeking public investment capital to further scale its commercialization operations as well as continue its R & D efforts.</p><p><blockquote>Cue正在寻求公共投资资本,以进一步扩大其商业化业务并继续其研发工作。</blockquote></p><p> The company’s financials show sharply growing top line revenue, strong growth in gross profit and variable gross margin, a swing to operating profit and net income and highly fluctuating cash flow from or use in operations</p><p><blockquote>该公司的财务数据显示,营收大幅增长,毛利润和可变毛利率强劲增长,营业利润和净利润出现波动,经营活动产生或使用的现金流高度波动</blockquote></p><p> Free cash flow for the twelve months ended June 30, 2021, was an eye-popping negative ($60 million).</p><p><blockquote>截至2021年6月30日的12个月的自由现金流是令人瞠目结舌的负值(6000万美元)。</blockquote></p><p> Sales and Marketing expenses as a percentage of total revenue have fluctuated as revenues have increased dramatically; its Sales and Marketing efficiency rate was an extremely high 100.5x in the most recent reporting period.</p><p><blockquote>销售和营销费用占总收入的百分比随着收入的急剧增加而波动;在最近的报告期内,其销售和营销效率高达100.5倍。</blockquote></p><p> The market opportunity for COVID-19 and related test kit platforms is large and will likely grow at a high rate of growth over the coming years as countries around the world seek to bolster their testing capabilities in the wake of the recent global pandemic.</p><p><blockquote>新冠肺炎和相关检测试剂盒平台的市场机会很大,并且在未来几年可能会以高增长率增长,因为世界各国在最近的全球疫情之后寻求增强其检测能力。</blockquote></p><p></p><p> Goldman Sachs is the lead left underwriter and IPOs led by the firm over the last 12-month period have generated an average return of 39.9% since their IPO. This is a mid-tier performance for all major underwriters during the period.</p><p><blockquote>高盛是首席承销商,该公司在过去12个月内牵头的IPO自IPO以来的平均回报率为39.9%。这是期内所有主要承销商的中等表现。</blockquote></p><p> The primary risk to the firm now is that it is essentially a one-product company, so its revenue base is heavily concentrated.</p><p><blockquote>该公司现在面临的主要风险是,它本质上是一家单一产品公司,因此其收入基础高度集中。</blockquote></p><p> As for valuation, compared to partial competitor Bio-Rad Laboratories, the IPO is reasonably valued on a revenue multiple, although Cue is growing at a much higher rate of growth from a much lower revenue base, so the comparison is strained at best.</p><p><blockquote>至于估值,与部分竞争对手Bio-Rad Laboratories相比,IPO的收入倍数估值合理,尽管Cue在收入基础低得多的情况下以高得多的增长率增长,因此这种比较充其量是紧张的。</blockquote></p><p> Given Cue’s growth trajectory, profitability and reasonable IPO valuation, the IPO is worth consideration.</p><p><blockquote>鉴于Cue的增长轨迹、盈利能力和合理的IPO估值,此次IPO值得考虑。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>IPO opening reminder: Cue Health opens for trading at $19.2, up 20% from IPO price.<blockquote>IPO开盘提醒:Cue Health开盘价为19.2美元,较IPO价格上涨20%。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; 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color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIPO opening reminder: Cue Health opens for trading at $19.2, up 20% from IPO price.<blockquote>IPO开盘提醒:Cue Health开盘价为19.2美元,较IPO价格上涨20%。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-09-24 23:42</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>(Sept 24) <a href=\"https://laohu8.com/S/HLTH\">Cue Health Inc.</a> opens for trading at $19.2, up 20% from IPO price.</p><p><blockquote>(9月24日)<a href=\"https://laohu8.com/S/HLTH\">提示健康公司。</a>开盘价为19.2美元,较IPO价格上涨20%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c7270662a08ec3dac176aa52bf5cbd1a\" tg-width=\"902\" tg-height=\"560\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <b>Company & Technology</b></p><p><blockquote><b>公司与技术</b></blockquote></p><p> San Diego, California-based Cue was founded to first develop a COVID-19 test kit and integrated information platform for processing and communication.</p><p><blockquote>总部位于加利福尼亚州圣地亚哥的Cue成立的目的是首先开发新冠肺炎测试套件和用于处理和通信的集成信息平台。</blockquote></p><p> Management is headed by co-founder, Chairman and CEO Ayub Khattak, who has been with the firm since inception and holds a B.S. in mathematics from UCLA.</p><p><blockquote>管理层由联合创始人、董事长兼首席执行官Ayub Khattak领导,他自公司成立以来一直在公司工作,并拥有学士学位。加州大学洛杉矶分校数学专业。</blockquote></p><p> The company’s primary offerings in its Cue Integrated Care Platform:</p><p><blockquote>该公司在其Cue综合护理平台中的主要产品:</blockquote></p><p> <ul> <li>Health monitoring system</p><p><blockquote><ul><li>健康监测系统</li></ul></blockquote></p><p></li> <li>Rader</p><p><blockquote><li>雷达</li></blockquote></p><p></li> <li>Cartridge</p><p><blockquote><li>弹壳</li></blockquote></p><p></li> <li>Wand</p><p><blockquote><li>墙</li></blockquote></p><p></li> <li>Data</p><p><blockquote><li>数据</li></blockquote></p><p></li> <li>Delivery apps</p><p><blockquote><li>交付应用程序</li></blockquote></p><p></li> <li>Enterprise dashboard</p><p><blockquote><li>企业仪表板</li></blockquote></p><p></li> <li>Ecosystem integrations</p><p><blockquote><li>生态系统集成</li></blockquote></p><p></li> </ul> Cue has received at least $176 million in equity investment from investors including ACME Capital, Cove Investors, Decheng Capital China Life Sciences, Madrone and NVGA I.</p><p><blockquote>Cue已经获得了包括ACME Capital、Cove Investors、德诚资本中国生命科学、Madrone和NVGA I在内的投资者至少1.76亿美元的股权投资。</blockquote></p><p> <b>Customer/User Acquisition</b></p><p><blockquote><b>客户/用户获取</b></blockquote></p><p> The company pursues healthcare provider relationships through its in-house direct sales team focused on healthcare providers, large enterprises and public sector clients.</p><p><blockquote>该公司通过其专注于医疗保健提供商、大型企业和公共部门客户的内部直销团队寻求医疗保健提供商关系。</blockquote></p><p> Management expects 2021 customer demand for its COVID-19 test kits to exceed its manufacturing capacity.</p><p><blockquote>管理层预计,2021年客户对其COVID-19检测试剂盒的需求将超过其生产能力。</blockquote></p><p> Sales and Marketing expenses as a percentage of total revenue have varied as revenues have increased sharply, as the figures below indicate:</p><p><blockquote>销售及营销开支佔总收入的百分比随着收入急剧增加而变化,如下图所示:</blockquote></p><p> <table> <tbody> <tr> <td><b>Sales and Marketing</b></p><p><blockquote><table><tbody><tr><td><b>销售及市场推广</b></td></tr></tbody></table></blockquote></p><p></td> <td><b>Expenses vs. Revenue</b></p><p><blockquote><td><b>费用与收入</b></td></blockquote></p><p></td> </tr> <tr> <td>Period</p><p><blockquote><tr><td>周期</td></tr></blockquote></p><p></td> <td>Percentage</p><p><blockquote><td>百分比</td></blockquote></p><p></td> </tr> <tr> <td>Six Mos. Ended June 30, 2021</p><p><blockquote><tr><td>六个月。截至2021年6月30日止</td></tr></blockquote></p><p></td> <td>1.0%</p><p><blockquote><td>1.0%</td></blockquote></p><p></td> </tr> <tr> <td>2020</p><p><blockquote><tr><td>2020</td></tr></blockquote></p><p></td> <td>3.1%</p><p><blockquote><td>3.1%</td></blockquote></p><p></td> </tr> <tr> <td>2019</p><p><blockquote><tr><td>2019</td></tr></blockquote></p><p></td> <td>1.3%</p><p><blockquote><td>1.3%</td></blockquote></p><p></td> </tr> </tbody> </table> The Sales and Marketing efficiency rate, defined as how many dollars of additional new revenue are generated by each dollar of Sales and Marketing spend, was 100.5x in the most recent reporting period, as shown in the table below:</p><p><blockquote>销售和营销效率率(定义为每美元销售和营销支出产生多少美元的额外新收入)在最近一个报告期内为100.5倍,如下表所示:</blockquote></p><p> <table> <tbody> <tr> <td><b>Sales and Marketing</b></p><p><blockquote><table><tbody><tr><td><b>销售及市场推广</b></td></tr></tbody></table></blockquote></p><p></td> <td><b>Efficiency Rate</b></p><p><blockquote><td><b>效率率</b></td></blockquote></p><p></td> </tr> <tr> <td>Period</p><p><blockquote><tr><td>周期</td></tr></blockquote></p><p></td> <td>Multiple</p><p><blockquote><td>多个的</td></blockquote></p><p></td> </tr> <tr> <td>Six Mos. Ended June 30, 2021</p><p><blockquote><tr><td>六个月。截至2021年6月30日止</td></tr></blockquote></p><p></td> <td>100.5</p><p><blockquote><td>100.5</td></blockquote></p><p></td> </tr> <tr> <td>2020</p><p><blockquote><tr><td>2020</td></tr></blockquote></p><p></td> <td>22.9</p><p><blockquote><td>22.9</td></blockquote></p><p></td> </tr> </tbody> </table> <b>Market & Competition</b></p><p><blockquote><b>市场与竞争</b></blockquote></p><p> According to a 2020 marketresearch reportby Grand View Research, the global market for COVID-19 detection kits was an estimated $3.28 billion in 2020 and is expected to reach $5 billion by 2027.</p><p><blockquote>根据Grand View Research的2020年市场研究报告,2020年新冠肺炎检测试剂盒的全球市场估计为32.8亿美元,预计到2027年将达到50亿美元。</blockquote></p><p> This represents a forecast CAGR of 5.05% from 2021 to 2027.</p><p><blockquote>这意味着2021年至2027年的预测复合年增长率为5.05%。</blockquote></p><p> The main drivers for this expected growth are a strong growth in demand for testing services of all types on a global basis.</p><p><blockquote>这一预期增长的主要驱动力是全球对所有类型测试服务需求的强劲增长。</blockquote></p><p> Also, below is a chart showing the market share of use of detection kits by end-user type:</p><p><blockquote>此外,下图显示了按最终用户类型划分的检测试剂盒使用的市场份额:</blockquote></p><p> <img src=\"https://static.tigerbbs.com/4b7fc60b336bae7685e08132f8176b57\" tg-width=\"1158\" tg-height=\"618\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> (Source)</p><p><blockquote>(资料来源)</blockquote></p><p> Major competitive or other industry participants include:</p><p><blockquote>主要竞争对手或其他行业参与者包括:</blockquote></p><p> <ul> <li>Abbott Laboratories(NYSE:ABT)</p><p><blockquote><ul><li>雅培实验室(纽约证券交易所代码:ABT)</li></ul></blockquote></p><p></li> <li>Becton, Dickinson(NYSE:BDX)</p><p><blockquote><li>迪金森贝克顿(纽约证券交易所代码:BDX)</li></blockquote></p><p></li> <li>bioMerieux(OTCPK:BMXMF)</p><p><blockquote><li>生物梅里埃(OTCPK:BMXMF)</li></blockquote></p><p></li> <li>Bio-Rad Laboratories(NYSE:BIO)</p><p><blockquote><li>Bio-Rad实验室(纽约证券交易所股票代码:BIO)</li></blockquote></p><p></li> <li>Danaher(NYSE:DHR)</p><p><blockquote><li>丹纳赫(纽约证券交易所代码:DHR)</li></blockquote></p><p></li> <li>Ellume Limited</p><p><blockquote><li>Ellume有限公司</li></blockquote></p><p></li> <li>Everly Health</p><p><blockquote><li>艾弗利健康</li></blockquote></p><p></li> <li>Roche(OTCQX:RHHBY)(OTCQX:RHHBF)</p><p><blockquote><li>罗氏(OTCQX:RHHBY)(OTCQX:RHHBF)</li></blockquote></p><p></li> <li>Fluidigm(NASDAQ:FLDM)</p><p><blockquote><li>Fluidigm(纳斯达克:FLDM)</li></blockquote></p><p></li> <li>GenMark Diagnostics(NASDAQ:GNMK)</p><p><blockquote><li>GenMark Diagnostics(纳斯达克:GNMK)</li></blockquote></p><p></li> <li>Others</p><p><blockquote><li>其他</li></blockquote></p><p></li> </ul> <b>Financial Performance</b></p><p><blockquote><b>财务表现</b></blockquote></p><p> Cue’s recent financial results can be summarized as follows:</p><p><blockquote>Cue近期财务业绩可总结如下:</blockquote></p><p> <ul> <li>Sharply growing top line revenue</p><p><blockquote><ul><li>营收急剧增长</li></ul></blockquote></p><p></li> <li>Increasing gross profit and variable gross margin</p><p><blockquote><li>增加毛利及可变毛利率</li></blockquote></p><p></li> <li>A swing to operating profit and net income</p><p><blockquote><li>营业利润和净利润的波动</li></blockquote></p><p></li> <li>Variable cash flow from operations</p><p><blockquote><li>经营活动产生的可变现金流量</li></blockquote></p><p></li> </ul> Below are relevant financial results derived from the firm’s registration statement:</p><p><blockquote>以下是来自公司注册声明的相关财务业绩:</blockquote></p><p> <table> <colgroup></colgroup> <tbody> <tr> <td><b>Total Revenue</b></p><p><blockquote><table><colgroup></colgroup><tbody><tr><td><b>收入总额</b></td></tr></tbody></table></blockquote></p><p></td> </tr> <tr> <td>Period</p><p><blockquote><tr><td>周期</td></tr></blockquote></p><p></td> <td>Total Revenue</p><p><blockquote><td>收入总额</td></blockquote></p><p></td> <td>% Variance vs. Prior</p><p><blockquote><td>与既往相比的%差异</td></blockquote></p><p></td> </tr> <tr> <td>Six Mos. Ended June 30, 2021</p><p><blockquote><tr><td>六个月。截至2021年6月30日止</td></tr></blockquote></p><p></td> <td>$ 201,922,000</p><p><blockquote><td>$201,922,000</td></blockquote></p><p></td> <td>3971.0%</p><p><blockquote><td>3971.0%</td></blockquote></p><p></td> </tr> <tr> <td>2020</p><p><blockquote><tr><td>2020</td></tr></blockquote></p><p></td> <td>$ 22,953,000</p><p><blockquote><td>$22,953,000</td></blockquote></p><p></td> <td>246.4%</p><p><blockquote><td>246.4%</td></blockquote></p><p></td> </tr> <tr> <td>2019</p><p><blockquote><tr><td>2019</td></tr></blockquote></p><p></td> <td>$ 6,626,000</p><p><blockquote><td>$6,626,000</td></blockquote></p><p></td> </tr> <tr></tr> <tr> <td><b>Gross Profit (Loss)</b></p><p><blockquote><tr></tr><tr><td><b>毛利(亏损)</b></td></tr></blockquote></p><p></td> </tr> <tr> <td>Period</p><p><blockquote><tr><td>周期</td></tr></blockquote></p><p></td> <td>Gross Profit (Loss)</p><p><blockquote><td>毛利(亏损)</td></blockquote></p><p></td> <td>% Variance vs. Prior</p><p><blockquote><td>与既往差异%</td></blockquote></p><p></td> </tr> <tr> <td>Six Mos. Ended June 30, 2021</p><p><blockquote><tr><td>六个月。截至2021年6月30日止</td></tr></blockquote></p><p></td> <td>$ 116,745,000</p><p><blockquote><td>$116,745,000</td></blockquote></p><p></td> <td>2253.7%</p><p><blockquote><td>2253.7%</td></blockquote></p><p></td> </tr> <tr> <td>2020</p><p><blockquote><tr><td>2020</td></tr></blockquote></p><p></td> <td>$ 8,002,000</p><p><blockquote><td>$8,002,000</td></blockquote></p><p></td> <td>20.8%</p><p><blockquote><td>20.8%</td></blockquote></p><p></td> </tr> <tr> <td>2019</p><p><blockquote><tr><td>2019</td></tr></blockquote></p><p></td> <td>$ 6,626,000</p><p><blockquote><td>$6,626,000</td></blockquote></p><p></p><p></td> </tr> <tr></tr> <tr> <td><b>Gross Margin</b></p><p><blockquote><tr></tr><tr><td><b>毛利率</b></td></tr></blockquote></p><p></td> </tr> <tr> <td>Period</p><p><blockquote><tr><td>周期</td></tr></blockquote></p><p></td> <td>Gross Margin</p><p><blockquote><td>毛利率</td></blockquote></p><p></td> </tr> <tr> <td>Six Mos. Ended June 30, 2021</p><p><blockquote><tr><td>六个月。截至2021年6月30日止</td></tr></blockquote></p><p></td> <td>57.82%</p><p><blockquote><td>57.82%</td></blockquote></p><p></td> </tr> <tr> <td>2020</p><p><blockquote><tr><td>2020</td></tr></blockquote></p><p></td> <td>34.86%</p><p><blockquote><td>34.86%</td></blockquote></p><p></td> </tr> <tr> <td>2019</p><p><blockquote><tr><td>2019</td></tr></blockquote></p><p></td> <td>100.00%</p><p><blockquote><td>100.00%</td></blockquote></p><p></td> </tr> <tr></tr> <tr> <td><b>Operating Profit (Loss)</b></p><p><blockquote><tr></tr><tr><td><b>经营溢利(亏损)</b></td></tr></blockquote></p><p></td> </tr> <tr> <td>Period</p><p><blockquote><tr><td>周期</td></tr></blockquote></p><p></td> <td>Operating Profit (Loss)</p><p><blockquote><td>经营溢利(亏损)</td></blockquote></p><p></td> <td>Operating Margin</p><p><blockquote><td>营业利润率</td></blockquote></p><p></td> </tr> <tr> <td>Six Mos. Ended June 30, 2021</p><p><blockquote><tr><td>六个月。截至2021年6月30日止</td></tr></blockquote></p><p></td> <td>$ 79,463,000</p><p><blockquote><td>$79,463,000</td></blockquote></p><p></td> <td>39.4%</p><p><blockquote><td>39.4%</td></blockquote></p><p></td> </tr> <tr> <td>2020</p><p><blockquote><tr><td>2020</td></tr></blockquote></p><p></td> <td>$ (45,126,000)</p><p><blockquote><td>$(45,126,000)</td></blockquote></p><p></td> <td>-196.6%</p><p><blockquote><td>-196.6%</td></blockquote></p><p></td> </tr> <tr> <td>2019</p><p><blockquote><tr><td>2019</td></tr></blockquote></p><p></td> <td>$ (20,767,000)</p><p><blockquote><td>$(20,767,000)</td></blockquote></p><p></td> <td>-313.4%</p><p><blockquote><td>-313.4%</td></blockquote></p><p></td> </tr> <tr></tr> <tr> <td><b>Net Income (Loss)</b></p><p><blockquote><tr></tr><tr><td><b>净利润(亏损)</b></td></tr></blockquote></p><p></td> </tr> <tr> <td>Period</p><p><blockquote><tr><td>周期</td></tr></blockquote></p><p></td> <td>Net Income (Loss)</p><p><blockquote><td>净利润(亏损)</td></blockquote></p><p></td> </tr> <tr> <td>Six Mos. Ended June 30, 2021</p><p><blockquote><tr><td>六个月。截至2021年6月30日止</td></tr></blockquote></p><p></td> <td>$ 32,840,000</p><p><blockquote><td>$32,840,000</td></blockquote></p><p></td> </tr> <tr> <td>2020</p><p><blockquote><tr><td>2020</td></tr></blockquote></p><p></td> <td>$ (47,352,000)</p><p><blockquote><td>$(47,352,000)</td></blockquote></p><p></td> </tr> <tr> <td>2019</p><p><blockquote><tr><td>2019</td></tr></blockquote></p><p></td> <td>$ (20,606,000)</p><p><blockquote><td>$(20,606,000)</td></blockquote></p><p></td> </tr> <tr></tr> <tr> <td><b>Cash Flow From Operations</b></p><p><blockquote><tr></tr><tr><td><b>经营所得现金流量</b></td></tr></blockquote></p><p></td> </tr> <tr> <td>Period</p><p><blockquote><tr><td>周期</td></tr></blockquote></p><p></td> <td>Cash Flow From Operations</p><p><blockquote><td>经营所得现金流量</td></blockquote></p><p></td> </tr> <tr> <td>Six Mos. Ended June 30, 2021</p><p><blockquote><tr><td>六个月。截至2021年6月30日止</td></tr></blockquote></p><p></td> <td>$ (37,812,000)</p><p><blockquote><td>$(37,812,000)</td></blockquote></p><p></td> </tr> <tr> <td>2020</p><p><blockquote><tr><td>2020</td></tr></blockquote></p><p></td> <td>$ 92,655,000</p><p><blockquote><td>$92,655,000</td></blockquote></p><p></td> </tr> <tr> <td>2019</p><p><blockquote><tr><td>2019</td></tr></blockquote></p><p></td> <td>$ (12,996,000)</p><p><blockquote><td>$(12,996,000)</td></blockquote></p><p></td> </tr> </tbody> </table> As of June 30, 2021, Cue had $246.3 million in cash and $516.3 million in total liabilities.</p><p><blockquote>截至2021年6月30日,Cue拥有2.463亿美元现金,总负债为5.163亿美元。</blockquote></p><p> Free cash flow during the twelve months ended June 30, 2021, was negative ($60 million).</p><p><blockquote>截至2021年6月30日的12个月内,自由现金流为负(6000万美元)。</blockquote></p><p> <b>Valuation Metrics</b></p><p><blockquote><b>估值指标</b></blockquote></p><p> Below is a table of relevant capitalization and valuation figures for the company:</p><p><blockquote>下表为本公司的相关资本化及估值数字:</blockquote></p><p> <table> <colgroup></colgroup> <tbody> <tr> <td><b>Measure [TTM]</b></p><p><blockquote><table><colgroup></colgroup><tbody><tr><td><b>测量[TTM]</b></td></tr></tbody></table></blockquote></p><p></td> <td><b>Amount</b></p><p><blockquote><td><b>数量</b></td></blockquote></p><p></td> </tr> <tr> <td>Market Capitalization at IPO</p><p><blockquote><tr><td>IPO时的市值</td></tr></blockquote></p><p></td> <td>$2,299,981,232</p><p><blockquote><td>$2,299,981,232</td></blockquote></p><p></td> </tr> <tr> <td>Enterprise Value</p><p><blockquote><tr><td>企业价值</td></tr></blockquote></p><p></td> <td>$1,874,455,232</p><p><blockquote><td>$1,874,455,232</td></blockquote></p><p></td> </tr> <tr> <td>Price / Sales</p><p><blockquote><tr><td>价格/销售额</td></tr></blockquote></p><p></td> <td>10.46</p><p><blockquote><td>10.46</td></blockquote></p><p></td> </tr> <tr> <td>EV / Revenue</p><p><blockquote><tr><td>EV/收入</td></tr></blockquote></p><p></td> <td>8.52</p><p><blockquote><td>8.52</td></blockquote></p><p></td> </tr> <tr> <td>EV / EBITDA</p><p><blockquote><tr><td>EV/EBITDA</td></tr></blockquote></p><p></td> <td>35.46</p><p><blockquote><td>35.46</td></blockquote></p><p></td> </tr> <tr> <td>Earnings Per Share</p><p><blockquote><tr><td>每股盈利</td></tr></blockquote></p><p></td> <td>$0.03</p><p><blockquote><td>$0.03</td></blockquote></p><p></td> </tr> <tr> <td>Float To Outstanding Shares Ratio</p><p><blockquote><tr><td>流通股与流通股比率</td></tr></blockquote></p><p></td> <td>8.70%</p><p><blockquote><td>8.70%</td></blockquote></p><p></td> </tr> <tr> <td>Proposed IPO Midpoint Price per Share</p><p><blockquote><tr><td>建议IPO每股中点价格</td></tr></blockquote></p><p></td> <td>$16.00</p><p><blockquote><td>$16.00</td></blockquote></p><p></td> </tr> <tr> <td>Net Free Cash Flow</p><p><blockquote><tr><td>净自由现金流</td></tr></blockquote></p><p></td> <td>-$59,920,000</p><p><blockquote><td>-$59,920,000</td></blockquote></p><p></td> </tr> <tr> <td>Free Cash Flow Yield Per Share</p><p><blockquote><tr><td>每股自由现金流收益率</td></tr></blockquote></p><p></td> <td>-2.61%</p><p><blockquote><td>-2.61%</td></blockquote></p><p></td> </tr> <tr> <td>Revenue Growth Rate</p><p><blockquote><tr><td>收入增长率</td></tr></blockquote></p><p></td> <td>3971.01%</p><p><blockquote><td>3971.01%</td></blockquote></p><p></td> </tr> </tbody> </table> As a reference, a potential partial and imperfect public comparable to Cue would be Bio-Rad (BIO); below is a comparison of their primary valuation metrics:</p><p><blockquote>作为参考,与Cue相当的潜在部分和不完美的公共将是Bio-Rad(BIO);以下是其主要估值指标的比较:</blockquote></p><p> <table> <colgroup></colgroup> <tbody> <tr> <td><b>Metric</b></p><p><blockquote><table><colgroup></colgroup><tbody><tr><td><b>公制</b></td></tr></tbody></table></blockquote></p><p></td> <td><b>Bio-Rad (BIO)</b></p><p><blockquote><td><b>Bio-Rad(生物)</b></td></blockquote></p><p></td> <td><b>Cue Health (HLTH)</b></p><p><blockquote><td><b>提示健康(HLTH)</b></td></blockquote></p><p></td> <td><b>Variance</b></p><p><blockquote><td><b>差异</b></td></blockquote></p><p></td> </tr> <tr> <td>Price / Sales</p><p><blockquote><tr><td>价格/销售额</td></tr></blockquote></p><p></td> <td>8.15</p><p><blockquote><td>8.15</td></blockquote></p><p></td> <td>10.46</p><p><blockquote><td>10.46</td></blockquote></p><p></td> <td>28.3%</p><p><blockquote><td>28.3%</td></blockquote></p><p></td> </tr> <tr> <td>EV / Revenue</p><p><blockquote><tr><td>EV/收入</td></tr></blockquote></p><p></td> <td>7.82</p><p><blockquote><td>7.82</td></blockquote></p><p></td> <td>8.52</p><p><blockquote><td>8.52</td></blockquote></p><p></td> <td>9.0%</p><p><blockquote><td>9.0%</td></blockquote></p><p></td> </tr> <tr> <td>EV / EBITDA</p><p><blockquote><tr><td>EV/EBITDA</td></tr></blockquote></p><p></td> <td>31.66</p><p><blockquote><td>31.66</td></blockquote></p><p></td> <td>35.46</p><p><blockquote><td>35.46</td></blockquote></p><p></td> <td>12.0%</p><p><blockquote><td>12.0%</td></blockquote></p><p></td> </tr> <tr> <td>Earnings Per Share</p><p><blockquote><tr><td>每股盈利</td></tr></blockquote></p><p></td> <td>$134.05</p><p><blockquote><td>$134.05</td></blockquote></p><p></td> <td>$0.03</p><p><blockquote><td>$0.03</td></blockquote></p><p></td> <td>-100.0%</p><p><blockquote><td>-100.0%</td></blockquote></p><p></td> </tr> <tr> <td>Revenue Growth Rate</p><p><blockquote><tr><td>收入增长率</td></tr></blockquote></p><p></td> <td>25.6%</p><p><blockquote><td>25.6%</td></blockquote></p><p></td> <td>3971.01%</p><p><blockquote><td>3971.01%</td></blockquote></p><p></td> <td>15436.03%</p><p><blockquote><td>15436.03%</td></blockquote></p><p></td> </tr> <tr> <td>(Glossary Of Terms)</p><p><blockquote><tr><td>(术语表)</td></tr></blockquote></p><p></td> </tr> </tbody> </table> <b>Commentary</b></p><p><blockquote><b>评论</b></blockquote></p><p> Cue is seeking public investment capital to further scale its commercialization operations as well as continue its R & D efforts.</p><p><blockquote>Cue正在寻求公共投资资本,以进一步扩大其商业化业务并继续其研发工作。</blockquote></p><p> The company’s financials show sharply growing top line revenue, strong growth in gross profit and variable gross margin, a swing to operating profit and net income and highly fluctuating cash flow from or use in operations</p><p><blockquote>该公司的财务数据显示,营收大幅增长,毛利润和可变毛利率强劲增长,营业利润和净利润出现波动,经营活动产生或使用的现金流高度波动</blockquote></p><p> Free cash flow for the twelve months ended June 30, 2021, was an eye-popping negative ($60 million).</p><p><blockquote>截至2021年6月30日的12个月的自由现金流是令人瞠目结舌的负值(6000万美元)。</blockquote></p><p> Sales and Marketing expenses as a percentage of total revenue have fluctuated as revenues have increased dramatically; its Sales and Marketing efficiency rate was an extremely high 100.5x in the most recent reporting period.</p><p><blockquote>销售和营销费用占总收入的百分比随着收入的急剧增加而波动;在最近的报告期内,其销售和营销效率高达100.5倍。</blockquote></p><p> The market opportunity for COVID-19 and related test kit platforms is large and will likely grow at a high rate of growth over the coming years as countries around the world seek to bolster their testing capabilities in the wake of the recent global pandemic.</p><p><blockquote>新冠肺炎和相关检测试剂盒平台的市场机会很大,并且在未来几年可能会以高增长率增长,因为世界各国在最近的全球疫情之后寻求增强其检测能力。</blockquote></p><p></p><p> Goldman Sachs is the lead left underwriter and IPOs led by the firm over the last 12-month period have generated an average return of 39.9% since their IPO. This is a mid-tier performance for all major underwriters during the period.</p><p><blockquote>高盛是首席承销商,该公司在过去12个月内牵头的IPO自IPO以来的平均回报率为39.9%。这是期内所有主要承销商的中等表现。</blockquote></p><p> The primary risk to the firm now is that it is essentially a one-product company, so its revenue base is heavily concentrated.</p><p><blockquote>该公司现在面临的主要风险是,它本质上是一家单一产品公司,因此其收入基础高度集中。</blockquote></p><p> As for valuation, compared to partial competitor Bio-Rad Laboratories, the IPO is reasonably valued on a revenue multiple, although Cue is growing at a much higher rate of growth from a much lower revenue base, so the comparison is strained at best.</p><p><blockquote>至于估值,与部分竞争对手Bio-Rad Laboratories相比,IPO的收入倍数估值合理,尽管Cue在收入基础低得多的情况下以高得多的增长率增长,因此这种比较充其量是紧张的。</blockquote></p><p> Given Cue’s growth trajectory, profitability and reasonable IPO valuation, the IPO is worth consideration.</p><p><blockquote>鉴于Cue的增长轨迹、盈利能力和合理的IPO估值,此次IPO值得考虑。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HLTH":"Cue Health Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104085778","content_text":"(Sept 24) Cue Health Inc. opens for trading at $19.2, up 20% from IPO price.\n\nCompany & Technology\nSan Diego, California-based Cue was founded to first develop a COVID-19 test kit and integrated information platform for processing and communication.\nManagement is headed by co-founder, Chairman and CEO Ayub Khattak, who has been with the firm since inception and holds a B.S. in mathematics from UCLA.\nThe company’s primary offerings in its Cue Integrated Care Platform:\n\nHealth monitoring system\nRader\nCartridge\nWand\nData\nDelivery apps\nEnterprise dashboard\nEcosystem integrations\n\nCue has received at least $176 million in equity investment from investors including ACME Capital, Cove Investors, Decheng Capital China Life Sciences, Madrone and NVGA I.\nCustomer/User Acquisition\nThe company pursues healthcare provider relationships through its in-house direct sales team focused on healthcare providers, large enterprises and public sector clients.\nManagement expects 2021 customer demand for its COVID-19 test kits to exceed its manufacturing capacity.\nSales and Marketing expenses as a percentage of total revenue have varied as revenues have increased sharply, as the figures below indicate:\n\n\n\nSales and Marketing\nExpenses vs. Revenue\n\n\nPeriod\nPercentage\n\n\nSix Mos. Ended June 30, 2021\n1.0%\n\n\n2020\n3.1%\n\n\n2019\n1.3%\n\n\n\nThe Sales and Marketing efficiency rate, defined as how many dollars of additional new revenue are generated by each dollar of Sales and Marketing spend, was 100.5x in the most recent reporting period, as shown in the table below:\n\n\n\nSales and Marketing\nEfficiency Rate\n\n\nPeriod\nMultiple\n\n\nSix Mos. Ended June 30, 2021\n100.5\n\n\n2020\n22.9\n\n\n\nMarket & Competition\nAccording to a 2020 marketresearch reportby Grand View Research, the global market for COVID-19 detection kits was an estimated $3.28 billion in 2020 and is expected to reach $5 billion by 2027.\nThis represents a forecast CAGR of 5.05% from 2021 to 2027.\nThe main drivers for this expected growth are a strong growth in demand for testing services of all types on a global basis.\nAlso, below is a chart showing the market share of use of detection kits by end-user type:\n\n(Source)\nMajor competitive or other industry participants include:\n\nAbbott Laboratories(NYSE:ABT)\nBecton, Dickinson(NYSE:BDX)\nbioMerieux(OTCPK:BMXMF)\nBio-Rad Laboratories(NYSE:BIO)\nDanaher(NYSE:DHR)\nEllume Limited\nEverly Health\nRoche(OTCQX:RHHBY)(OTCQX:RHHBF)\nFluidigm(NASDAQ:FLDM)\nGenMark Diagnostics(NASDAQ:GNMK)\nOthers\n\nFinancial Performance\nCue’s recent financial results can be summarized as follows:\n\nSharply growing top line revenue\nIncreasing gross profit and variable gross margin\nA swing to operating profit and net income\nVariable cash flow from operations\n\nBelow are relevant financial results derived from the firm’s registration statement:\n\n\n\n\nTotal Revenue\n\n\nPeriod\nTotal Revenue\n% Variance vs. Prior\n\n\nSix Mos. Ended June 30, 2021\n$ 201,922,000\n3971.0%\n\n\n2020\n$ 22,953,000\n246.4%\n\n\n2019\n$ 6,626,000\n\n\n\nGross Profit (Loss)\n\n\nPeriod\nGross Profit (Loss)\n% Variance vs. Prior\n\n\nSix Mos. Ended June 30, 2021\n$ 116,745,000\n2253.7%\n\n\n2020\n$ 8,002,000\n20.8%\n\n\n2019\n$ 6,626,000\n\n\n\nGross Margin\n\n\nPeriod\nGross Margin\n\n\nSix Mos. Ended June 30, 2021\n57.82%\n\n\n2020\n34.86%\n\n\n2019\n100.00%\n\n\n\nOperating Profit (Loss)\n\n\nPeriod\nOperating Profit (Loss)\nOperating Margin\n\n\nSix Mos. Ended June 30, 2021\n$ 79,463,000\n39.4%\n\n\n2020\n$ (45,126,000)\n-196.6%\n\n\n2019\n$ (20,767,000)\n-313.4%\n\n\n\nNet Income (Loss)\n\n\nPeriod\nNet Income (Loss)\n\n\nSix Mos. Ended June 30, 2021\n$ 32,840,000\n\n\n2020\n$ (47,352,000)\n\n\n2019\n$ (20,606,000)\n\n\n\nCash Flow From Operations\n\n\nPeriod\nCash Flow From Operations\n\n\nSix Mos. Ended June 30, 2021\n$ (37,812,000)\n\n\n2020\n$ 92,655,000\n\n\n2019\n$ (12,996,000)\n\n\n\nAs of June 30, 2021, Cue had $246.3 million in cash and $516.3 million in total liabilities.\nFree cash flow during the twelve months ended June 30, 2021, was negative ($60 million).\nValuation Metrics\nBelow is a table of relevant capitalization and valuation figures for the company:\n\n\n\n\nMeasure [TTM]\nAmount\n\n\nMarket Capitalization at IPO\n$2,299,981,232\n\n\nEnterprise Value\n$1,874,455,232\n\n\nPrice / Sales\n10.46\n\n\nEV / Revenue\n8.52\n\n\nEV / EBITDA\n35.46\n\n\nEarnings Per Share\n$0.03\n\n\nFloat To Outstanding Shares Ratio\n8.70%\n\n\nProposed IPO Midpoint Price per Share\n$16.00\n\n\nNet Free Cash Flow\n-$59,920,000\n\n\nFree Cash Flow Yield Per Share\n-2.61%\n\n\nRevenue Growth Rate\n3971.01%\n\n\n\nAs a reference, a potential partial and imperfect public comparable to Cue would be Bio-Rad (BIO); below is a comparison of their primary valuation metrics:\n\n\n\n\nMetric\nBio-Rad (BIO)\nCue Health (HLTH)\nVariance\n\n\nPrice / Sales\n8.15\n10.46\n28.3%\n\n\nEV / Revenue\n7.82\n8.52\n9.0%\n\n\nEV / EBITDA\n31.66\n35.46\n12.0%\n\n\nEarnings Per Share\n$134.05\n$0.03\n-100.0%\n\n\nRevenue Growth Rate\n25.6%\n3971.01%\n15436.03%\n\n\n(Glossary Of Terms)\n\n\n\nCommentary\nCue is seeking public investment capital to further scale its commercialization operations as well as continue its R & D efforts.\nThe company’s financials show sharply growing top line revenue, strong growth in gross profit and variable gross margin, a swing to operating profit and net income and highly fluctuating cash flow from or use in operations\nFree cash flow for the twelve months ended June 30, 2021, was an eye-popping negative ($60 million).\nSales and Marketing expenses as a percentage of total revenue have fluctuated as revenues have increased dramatically; its Sales and Marketing efficiency rate was an extremely high 100.5x in the most recent reporting period.\nThe market opportunity for COVID-19 and related test kit platforms is large and will likely grow at a high rate of growth over the coming years as countries around the world seek to bolster their testing capabilities in the wake of the recent global pandemic.\nGoldman Sachs is the lead left underwriter and IPOs led by the firm over the last 12-month period have generated an average return of 39.9% since their IPO. This is a mid-tier performance for all major underwriters during the period.\nThe primary risk to the firm now is that it is essentially a one-product company, so its revenue base is heavily concentrated.\nAs for valuation, compared to partial competitor Bio-Rad Laboratories, the IPO is reasonably valued on a revenue multiple, although Cue is growing at a much higher rate of growth from a much lower revenue base, so the comparison is strained at best.\nGiven Cue’s growth trajectory, profitability and reasonable IPO valuation, the IPO is worth consideration.","news_type":1,"symbols_score_info":{"HLTH":0.9}},"isVote":1,"tweetType":1,"viewCount":740,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":849686660,"gmtCreate":1635752642070,"gmtModify":1635752642136,"author":{"id":"4094824274303910","authorId":"4094824274303910","name":"jochen","avatar":"https://static.tigerbbs.com/5c1f2c08c8fd5f34bc708bc9415c25c1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4094824274303910","idStr":"4094824274303910"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/849686660","repostId":"1164035523","repostType":4,"repost":{"id":"1164035523","kind":"news","pubTimestamp":1635736469,"share":"https://www.laohu8.com/m/news/1164035523?lang=zh_CN&edition=full","pubTime":"2021-11-01 11:14","market":"us","language":"en","title":"2 Growth Stocks That Could Deliver 1,000% Returns<blockquote>2只可带来1,000%回报的成长型股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1164035523","media":"Motley Fool","summary":"Thanks to the ongoing innovation revolutions in both the tech and healthcare sectors, shareholders h","content":"<p>Thanks to the ongoing innovation revolutions in both the tech and healthcare sectors, shareholders have been enjoying historic returns on capital over the past decade. For example, the central nervous system disorder drug specialist <b>Axsome Therapeutics</b>, the cancer specialist <b>Exelixis</b>, and the electric car pioneer <b>Tesla</b> have all delivered tenfold returns for investors who bought these names at their low points.</p><p><blockquote>由于科技和医疗保健领域持续的创新革命,股东在过去十年中一直享受着历史性的资本回报。例如,中枢神经系统疾病药物专家<b>轴体疗法</b>,癌症专家<b>Exelixis</b>,以及电动汽车先驱<b>特斯拉</b>都为在低点买入这些股票的投资者带来了十倍的回报。</blockquote></p><p> Which stocks might be the next Axsome, Exelixis, or Tesla from a growth standpoint? The cancer/rare disease specialist <b>Mereo BioPharma Group</b>(NASDAQ:MREO)and the diabetes-focused medical device company <b>Senseonics Holdings</b>(NYSEMKT:SENS)could both be gearing up for a monstrous run higher soon. In fact, these two low-priced healthcare stocks have a decent shot at generating 1,000%-plus returns for their shareholders within the next two to three years.</p><p><blockquote>从增长的角度来看,哪些股票可能成为下一个Axsome、Exelixis或特斯拉?癌症/罕见病专家<b>Mereo生物制药集团</b>(纳斯达克:MREO)和专注于糖尿病的医疗器械公司<b>Senseonics控股</b>(NYSEMKT:SENS)两者都可能很快就会为大幅走高做准备。事实上,这两只低价医疗保健股很有可能在未来两到三年内为股东带来1,000%以上的回报。</blockquote></p><p> Here's a brief overview on the risks and potential rewards associated with each of these promising growth vehicles.</p><p><blockquote>以下是与这些有前途的增长工具相关的风险和潜在回报的简要概述。</blockquote></p><p> <b>Mereo BioPharma: A bet on the future of immunotherapy</b></p><p><blockquote><b>Mereo BioPharma:押注免疫疗法的未来</b></blockquote></p><p> The London-based biopharma Mereo hasn't exactly set the world on fire since its American depository shares (ADS) made their debut on the Nasdaq stock exchange. Keeping with this theme, the biotech's ADSes have lost approximately 65% of their value since April 2019. This steady downward trend shouldn't scare away aggressive investors, however. Mereo's plunging share price, after all, is more about Mr. Market's well-known impatience with clinical-stage biotechs, rather than the company's underlying value proposition.</p><p><blockquote>自其美国存托股票(ADS)在纳斯达克证券交易所首次亮相以来,总部位于伦敦的生物制药公司Mereo并没有真正引起轰动。与这一主题保持一致,自2019年4月以来,该生物技术公司的ADSE已损失约65%的价值。然而,这种稳定的下降趋势不应吓跑激进的投资者。毕竟,Mereo股价暴跌更多的是市场先生对临床阶段生物技术众所周知的不耐烦,而不是该公司的潜在价值主张。</blockquote></p><p> What's the scoop? Mereo is a small-cap company with six assets under development for both cancer and rare diseases. However, the one drug candidate that could undoubtedly send the company's shares rocketing higher is the anti-TIGIT therapy known as etigilimab. Several major drug companies, such as <b>BeiGene</b>,<b>Bristol Myers Squibb</b>,<b>Merck</b>, and <b>Roche</b>, have anti-TIGIT therapies under development due to their potential to boost the efficacy and durability of cancer immunotherapy treatments in general. Mereo's etigilimab is currently in a combined phase 1/2 basket study to evaluate its utility as part of combination treament, along with Bristol's megablockbuster checkpoint inhibitor Opdivo, for a variety of solid tumors.</p><p><blockquote>有什么独家新闻?Mereo是一家小型公司,拥有六项正在开发的癌症和罕见疾病资产。然而,一种无疑可能推动该公司股价飙升的候选药物是名为etigilimab的抗TIGIT疗法。几大药企,如<b>百济神州</b>,<b>百时美施贵宝</b>,<b>默克</b>,和<b>罗氏</b>由于抗TIGIT疗法通常具有增强癌症免疫疗法的功效和持久性的潜力,因此正在开发抗TIGIT疗法。Mereo的etigilimab目前正在进行一项联合1/2期篮子研究,以评估其作为联合治疗的一部分,与Bristol的megablockbuster检查点抑制剂Opdivo一起用于多种实体瘤。</blockquote></p><p> As things stand now, Mereo's anti-TIGIT candidate is slated to yield top-line data from this basket trial in approximately 18-months from now. During this lengthy interval, however, the drugmaker ought to provide multiple updates on etigilimab's progress, which could turn out to be a series of major catalysts for its share price in the coming months. Another bit of good news is that Mereo's cash runway reportedly extends into 2024. That's key, because it means that the biotech shouldn't have to repeatly tap the public markets for capital over the next year and a half.</p><p><blockquote>就目前情况而言,Mereo的抗TIGIT候选药物预计将在大约18个月后从这项篮子试验中产生顶线数据。然而,在这段漫长的时间间隔内,该制药商应该提供有关etigilimab进展的多项最新信息,这可能会成为未来几个月其股价的一系列主要催化剂。另一个好消息是,据报道Mereo的现金跑道将延伸至2024年。这是关键,因为这意味着生物技术公司不应该在未来一年半内反复利用公开市场获取资本。</blockquote></p><p> What's the downside risk? Mereo's management team has been open about its desire to partner with larger biopharmas. Etigilimab, for its part, could spark either a high dollar licensing agreement or a full-on buyout within the next two years. So a lot is riding on this single experimental drug. Unfortunately, early stage cancer therapies fail more often than not in the clinic. As a failure in this case would weigh heavily on the biotech's share price, potential investors may want to keep any initial position on the small side.</p><p><blockquote>下行风险是什么?Mereo的管理团队一直公开表示希望与大型生物制药公司合作。就Etigilimab而言,它可能会在未来两年内引发高额许可协议或全面收购。所以很大程度上取决于这种单一的实验药物。不幸的是,早期癌症疗法在临床上经常失败。由于这种情况下的失败将严重影响生物技术公司的股价,潜在投资者可能希望将初始头寸保持在较小的水平。</blockquote></p><p> <b>Senseonic: A rising tide lifts all boats</b></p><p><blockquote><b>Senseonic:水涨船高</b></blockquote></p><p> Senseonics' stock is worth a look by ultra-aggressive investors due to its implantable continuous glucose monitoring (CGM) device franchise known as Eversense. The lowdown is that the CGM market has been growing by over 10% <i>per year</i> over the past five years, according to a report by Grand View Research. What's more, this space is forecast to grow by at least 10% per year over the next five years. That's definitely a favorable trend for a small-cap CGM player like Senseonics.</p><p><blockquote>Senseonics的股票值得超级激进的投资者关注,因为它拥有名为Eversense的植入式连续血糖监测(CGM)设备专营权。真相是CGM市场增长超过10%<i>每年</i>根据Grand View Research的一份报告,在过去五年中。更重要的是,该领域预计在未来五年内每年至少增长10%。对于像Senseonics这样的小型CGM参与者来说,这绝对是一个有利的趋势。</blockquote></p><p> So far, Senseonics has only captured a small sliver of this multi-billion dollar medical device market with its Eversense franchise. But the company is hoping to drastically improve its competitive positioning with a potential regulatory approval by the Food and Drug Administration (FDA) for its 180-day version of the Eversense CGM system. The medical device company submitteda regulatory application to the FDA for this proposed product over a year ago. So a decision could come any day now.</p><p><blockquote>到目前为止,Senseonics仅凭借其Eversense特许经营权占领了这个价值数十亿美元的医疗设备市场的一小部分。但该公司希望通过食品和药物管理局(FDA)对其180天版本的Eversense CGM系统的潜在监管批准来大幅提高其竞争地位。该医疗器械公司一年多前就该拟议产品向FDA提交了监管申请。所以现在随时都可能做出决定。</blockquote></p><p></p><p> Why does this FDA approval matter? Senseonics' internal projections have the company's top-line rising at a compound annual growth rate of over 70% over the next five years as a result of this key regulatory nod. The long and short of it is that the current 90-day Eversense CGM system isn't particularly competitive in the U.S. against the market-leading devices from <b>DexCom</b> and <b>Abbott Laboratories</b>, respectively. But this longer-lasting version of the device could cause sales to skyrocket in the coming years.</p><p><blockquote>为什么FDA的批准很重要?Senseonics的内部预测显示,由于这一关键的监管批准,该公司的营收在未来五年内将以超过70%的复合年增长率增长。总而言之,目前的90天Eversense CGM系统在美国与市场领先的设备相比并没有特别的竞争力<b>DexCom</b>和<b>雅培实验室</b>,分别。但这种更耐用的设备版本可能会在未来几年导致销量飙升。</blockquote></p><p> What's the risk? Senseonics is competing in a jam-packed space against a number of well-capitalized medical-device giants. So there is a chance that this long-awaited FDA approval won't spark a parabolic rise in sales. That's not a knock against Senseonics' CGM system, but rather the harsh reality of competing against healthcare companies with vastly superior resources. Investors shouldn't ignore this potential risk factor.</p><p><blockquote>有什么风险?Senseonics正在拥挤的空间中与许多资本雄厚的医疗设备巨头竞争。因此,这一期待已久的FDA批准有可能不会引发销售额的抛物线增长。这并不是对Senseonics CGM系统的打击,而是与拥有极其优越资源的医疗保健公司竞争的残酷现实。投资者不应忽视这一潜在的风险因素。</blockquote></p><p> All told, Senseonics could be on the verge of a game-changing regulatory event that might prove to be a key inflection point for the company's CGM franchise. If true, this medical device company's stock should turn out to be a downright bargain at these levels.</p><p><blockquote>总而言之,Senseonics可能正处于改变游戏规则的监管事件的边缘,这可能会成为该公司CGM特许经营权的一个关键转折点。如果属实,这家医疗器械公司的股票在这些水平上应该会非常便宜。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 Growth Stocks That Could Deliver 1,000% Returns<blockquote>2只可带来1,000%回报的成长型股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 Growth Stocks That Could Deliver 1,000% Returns<blockquote>2只可带来1,000%回报的成长型股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-11-01 11:14</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Thanks to the ongoing innovation revolutions in both the tech and healthcare sectors, shareholders have been enjoying historic returns on capital over the past decade. For example, the central nervous system disorder drug specialist <b>Axsome Therapeutics</b>, the cancer specialist <b>Exelixis</b>, and the electric car pioneer <b>Tesla</b> have all delivered tenfold returns for investors who bought these names at their low points.</p><p><blockquote>由于科技和医疗保健领域持续的创新革命,股东在过去十年中一直享受着历史性的资本回报。例如,中枢神经系统疾病药物专家<b>轴体疗法</b>,癌症专家<b>Exelixis</b>,以及电动汽车先驱<b>特斯拉</b>都为在低点买入这些股票的投资者带来了十倍的回报。</blockquote></p><p> Which stocks might be the next Axsome, Exelixis, or Tesla from a growth standpoint? The cancer/rare disease specialist <b>Mereo BioPharma Group</b>(NASDAQ:MREO)and the diabetes-focused medical device company <b>Senseonics Holdings</b>(NYSEMKT:SENS)could both be gearing up for a monstrous run higher soon. In fact, these two low-priced healthcare stocks have a decent shot at generating 1,000%-plus returns for their shareholders within the next two to three years.</p><p><blockquote>从增长的角度来看,哪些股票可能成为下一个Axsome、Exelixis或特斯拉?癌症/罕见病专家<b>Mereo生物制药集团</b>(纳斯达克:MREO)和专注于糖尿病的医疗器械公司<b>Senseonics控股</b>(NYSEMKT:SENS)两者都可能很快就会为大幅走高做准备。事实上,这两只低价医疗保健股很有可能在未来两到三年内为股东带来1,000%以上的回报。</blockquote></p><p> Here's a brief overview on the risks and potential rewards associated with each of these promising growth vehicles.</p><p><blockquote>以下是与这些有前途的增长工具相关的风险和潜在回报的简要概述。</blockquote></p><p> <b>Mereo BioPharma: A bet on the future of immunotherapy</b></p><p><blockquote><b>Mereo BioPharma:押注免疫疗法的未来</b></blockquote></p><p> The London-based biopharma Mereo hasn't exactly set the world on fire since its American depository shares (ADS) made their debut on the Nasdaq stock exchange. Keeping with this theme, the biotech's ADSes have lost approximately 65% of their value since April 2019. This steady downward trend shouldn't scare away aggressive investors, however. Mereo's plunging share price, after all, is more about Mr. Market's well-known impatience with clinical-stage biotechs, rather than the company's underlying value proposition.</p><p><blockquote>自其美国存托股票(ADS)在纳斯达克证券交易所首次亮相以来,总部位于伦敦的生物制药公司Mereo并没有真正引起轰动。与这一主题保持一致,自2019年4月以来,该生物技术公司的ADSE已损失约65%的价值。然而,这种稳定的下降趋势不应吓跑激进的投资者。毕竟,Mereo股价暴跌更多的是市场先生对临床阶段生物技术众所周知的不耐烦,而不是该公司的潜在价值主张。</blockquote></p><p> What's the scoop? Mereo is a small-cap company with six assets under development for both cancer and rare diseases. However, the one drug candidate that could undoubtedly send the company's shares rocketing higher is the anti-TIGIT therapy known as etigilimab. Several major drug companies, such as <b>BeiGene</b>,<b>Bristol Myers Squibb</b>,<b>Merck</b>, and <b>Roche</b>, have anti-TIGIT therapies under development due to their potential to boost the efficacy and durability of cancer immunotherapy treatments in general. Mereo's etigilimab is currently in a combined phase 1/2 basket study to evaluate its utility as part of combination treament, along with Bristol's megablockbuster checkpoint inhibitor Opdivo, for a variety of solid tumors.</p><p><blockquote>有什么独家新闻?Mereo是一家小型公司,拥有六项正在开发的癌症和罕见疾病资产。然而,一种无疑可能推动该公司股价飙升的候选药物是名为etigilimab的抗TIGIT疗法。几大药企,如<b>百济神州</b>,<b>百时美施贵宝</b>,<b>默克</b>,和<b>罗氏</b>由于抗TIGIT疗法通常具有增强癌症免疫疗法的功效和持久性的潜力,因此正在开发抗TIGIT疗法。Mereo的etigilimab目前正在进行一项联合1/2期篮子研究,以评估其作为联合治疗的一部分,与Bristol的megablockbuster检查点抑制剂Opdivo一起用于多种实体瘤。</blockquote></p><p> As things stand now, Mereo's anti-TIGIT candidate is slated to yield top-line data from this basket trial in approximately 18-months from now. During this lengthy interval, however, the drugmaker ought to provide multiple updates on etigilimab's progress, which could turn out to be a series of major catalysts for its share price in the coming months. Another bit of good news is that Mereo's cash runway reportedly extends into 2024. That's key, because it means that the biotech shouldn't have to repeatly tap the public markets for capital over the next year and a half.</p><p><blockquote>就目前情况而言,Mereo的抗TIGIT候选药物预计将在大约18个月后从这项篮子试验中产生顶线数据。然而,在这段漫长的时间间隔内,该制药商应该提供有关etigilimab进展的多项最新信息,这可能会成为未来几个月其股价的一系列主要催化剂。另一个好消息是,据报道Mereo的现金跑道将延伸至2024年。这是关键,因为这意味着生物技术公司不应该在未来一年半内反复利用公开市场获取资本。</blockquote></p><p> What's the downside risk? Mereo's management team has been open about its desire to partner with larger biopharmas. Etigilimab, for its part, could spark either a high dollar licensing agreement or a full-on buyout within the next two years. So a lot is riding on this single experimental drug. Unfortunately, early stage cancer therapies fail more often than not in the clinic. As a failure in this case would weigh heavily on the biotech's share price, potential investors may want to keep any initial position on the small side.</p><p><blockquote>下行风险是什么?Mereo的管理团队一直公开表示希望与大型生物制药公司合作。就Etigilimab而言,它可能会在未来两年内引发高额许可协议或全面收购。所以很大程度上取决于这种单一的实验药物。不幸的是,早期癌症疗法在临床上经常失败。由于这种情况下的失败将严重影响生物技术公司的股价,潜在投资者可能希望将初始头寸保持在较小的水平。</blockquote></p><p> <b>Senseonic: A rising tide lifts all boats</b></p><p><blockquote><b>Senseonic:水涨船高</b></blockquote></p><p> Senseonics' stock is worth a look by ultra-aggressive investors due to its implantable continuous glucose monitoring (CGM) device franchise known as Eversense. The lowdown is that the CGM market has been growing by over 10% <i>per year</i> over the past five years, according to a report by Grand View Research. What's more, this space is forecast to grow by at least 10% per year over the next five years. That's definitely a favorable trend for a small-cap CGM player like Senseonics.</p><p><blockquote>Senseonics的股票值得超级激进的投资者关注,因为它拥有名为Eversense的植入式连续血糖监测(CGM)设备专营权。真相是CGM市场增长超过10%<i>每年</i>根据Grand View Research的一份报告,在过去五年中。更重要的是,该领域预计在未来五年内每年至少增长10%。对于像Senseonics这样的小型CGM参与者来说,这绝对是一个有利的趋势。</blockquote></p><p> So far, Senseonics has only captured a small sliver of this multi-billion dollar medical device market with its Eversense franchise. But the company is hoping to drastically improve its competitive positioning with a potential regulatory approval by the Food and Drug Administration (FDA) for its 180-day version of the Eversense CGM system. The medical device company submitteda regulatory application to the FDA for this proposed product over a year ago. So a decision could come any day now.</p><p><blockquote>到目前为止,Senseonics仅凭借其Eversense特许经营权占领了这个价值数十亿美元的医疗设备市场的一小部分。但该公司希望通过食品和药物管理局(FDA)对其180天版本的Eversense CGM系统的潜在监管批准来大幅提高其竞争地位。该医疗器械公司一年多前就该拟议产品向FDA提交了监管申请。所以现在随时都可能做出决定。</blockquote></p><p></p><p> Why does this FDA approval matter? Senseonics' internal projections have the company's top-line rising at a compound annual growth rate of over 70% over the next five years as a result of this key regulatory nod. The long and short of it is that the current 90-day Eversense CGM system isn't particularly competitive in the U.S. against the market-leading devices from <b>DexCom</b> and <b>Abbott Laboratories</b>, respectively. But this longer-lasting version of the device could cause sales to skyrocket in the coming years.</p><p><blockquote>为什么FDA的批准很重要?Senseonics的内部预测显示,由于这一关键的监管批准,该公司的营收在未来五年内将以超过70%的复合年增长率增长。总而言之,目前的90天Eversense CGM系统在美国与市场领先的设备相比并没有特别的竞争力<b>DexCom</b>和<b>雅培实验室</b>,分别。但这种更耐用的设备版本可能会在未来几年导致销量飙升。</blockquote></p><p> What's the risk? Senseonics is competing in a jam-packed space against a number of well-capitalized medical-device giants. So there is a chance that this long-awaited FDA approval won't spark a parabolic rise in sales. That's not a knock against Senseonics' CGM system, but rather the harsh reality of competing against healthcare companies with vastly superior resources. Investors shouldn't ignore this potential risk factor.</p><p><blockquote>有什么风险?Senseonics正在拥挤的空间中与许多资本雄厚的医疗设备巨头竞争。因此,这一期待已久的FDA批准有可能不会引发销售额的抛物线增长。这并不是对Senseonics CGM系统的打击,而是与拥有极其优越资源的医疗保健公司竞争的残酷现实。投资者不应忽视这一潜在的风险因素。</blockquote></p><p> All told, Senseonics could be on the verge of a game-changing regulatory event that might prove to be a key inflection point for the company's CGM franchise. If true, this medical device company's stock should turn out to be a downright bargain at these levels.</p><p><blockquote>总而言之,Senseonics可能正处于改变游戏规则的监管事件的边缘,这可能会成为该公司CGM特许经营权的一个关键转折点。如果属实,这家医疗器械公司的股票在这些水平上应该会非常便宜。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.fool.com/investing/2021/10/31/2-growth-stocks-that-could-deliver-1000-returns/\">Motley Fool</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SENS":"Senseonics Holdings,Inc.","MREO":"Mereo Biopharma Group Plc"},"source_url":"https://www.fool.com/investing/2021/10/31/2-growth-stocks-that-could-deliver-1000-returns/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164035523","content_text":"Thanks to the ongoing innovation revolutions in both the tech and healthcare sectors, shareholders have been enjoying historic returns on capital over the past decade. For example, the central nervous system disorder drug specialist Axsome Therapeutics, the cancer specialist Exelixis, and the electric car pioneer Tesla have all delivered tenfold returns for investors who bought these names at their low points.\nWhich stocks might be the next Axsome, Exelixis, or Tesla from a growth standpoint? The cancer/rare disease specialist Mereo BioPharma Group(NASDAQ:MREO)and the diabetes-focused medical device company Senseonics Holdings(NYSEMKT:SENS)could both be gearing up for a monstrous run higher soon. In fact, these two low-priced healthcare stocks have a decent shot at generating 1,000%-plus returns for their shareholders within the next two to three years.\nHere's a brief overview on the risks and potential rewards associated with each of these promising growth vehicles.\nMereo BioPharma: A bet on the future of immunotherapy\nThe London-based biopharma Mereo hasn't exactly set the world on fire since its American depository shares (ADS) made their debut on the Nasdaq stock exchange. Keeping with this theme, the biotech's ADSes have lost approximately 65% of their value since April 2019. This steady downward trend shouldn't scare away aggressive investors, however. Mereo's plunging share price, after all, is more about Mr. Market's well-known impatience with clinical-stage biotechs, rather than the company's underlying value proposition.\nWhat's the scoop? Mereo is a small-cap company with six assets under development for both cancer and rare diseases. However, the one drug candidate that could undoubtedly send the company's shares rocketing higher is the anti-TIGIT therapy known as etigilimab. Several major drug companies, such as BeiGene,Bristol Myers Squibb,Merck, and Roche, have anti-TIGIT therapies under development due to their potential to boost the efficacy and durability of cancer immunotherapy treatments in general. Mereo's etigilimab is currently in a combined phase 1/2 basket study to evaluate its utility as part of combination treament, along with Bristol's megablockbuster checkpoint inhibitor Opdivo, for a variety of solid tumors.\nAs things stand now, Mereo's anti-TIGIT candidate is slated to yield top-line data from this basket trial in approximately 18-months from now. During this lengthy interval, however, the drugmaker ought to provide multiple updates on etigilimab's progress, which could turn out to be a series of major catalysts for its share price in the coming months. Another bit of good news is that Mereo's cash runway reportedly extends into 2024. That's key, because it means that the biotech shouldn't have to repeatly tap the public markets for capital over the next year and a half.\nWhat's the downside risk? Mereo's management team has been open about its desire to partner with larger biopharmas. Etigilimab, for its part, could spark either a high dollar licensing agreement or a full-on buyout within the next two years. So a lot is riding on this single experimental drug. Unfortunately, early stage cancer therapies fail more often than not in the clinic. As a failure in this case would weigh heavily on the biotech's share price, potential investors may want to keep any initial position on the small side.\nSenseonic: A rising tide lifts all boats\nSenseonics' stock is worth a look by ultra-aggressive investors due to its implantable continuous glucose monitoring (CGM) device franchise known as Eversense. The lowdown is that the CGM market has been growing by over 10% per year over the past five years, according to a report by Grand View Research. What's more, this space is forecast to grow by at least 10% per year over the next five years. That's definitely a favorable trend for a small-cap CGM player like Senseonics.\nSo far, Senseonics has only captured a small sliver of this multi-billion dollar medical device market with its Eversense franchise. But the company is hoping to drastically improve its competitive positioning with a potential regulatory approval by the Food and Drug Administration (FDA) for its 180-day version of the Eversense CGM system. The medical device company submitteda regulatory application to the FDA for this proposed product over a year ago. So a decision could come any day now.\nWhy does this FDA approval matter? Senseonics' internal projections have the company's top-line rising at a compound annual growth rate of over 70% over the next five years as a result of this key regulatory nod. The long and short of it is that the current 90-day Eversense CGM system isn't particularly competitive in the U.S. against the market-leading devices from DexCom and Abbott Laboratories, respectively. But this longer-lasting version of the device could cause sales to skyrocket in the coming years.\nWhat's the risk? Senseonics is competing in a jam-packed space against a number of well-capitalized medical-device giants. So there is a chance that this long-awaited FDA approval won't spark a parabolic rise in sales. That's not a knock against Senseonics' CGM system, but rather the harsh reality of competing against healthcare companies with vastly superior resources. Investors shouldn't ignore this potential risk factor.\nAll told, Senseonics could be on the verge of a game-changing regulatory event that might prove to be a key inflection point for the company's CGM franchise. If true, this medical device company's stock should turn out to be a downright bargain at these levels.","news_type":1,"symbols_score_info":{"SENS":0.9,"MREO":0.9}},"isVote":1,"tweetType":1,"viewCount":1968,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":822396723,"gmtCreate":1634089540086,"gmtModify":1634089540241,"author":{"id":"4094824274303910","authorId":"4094824274303910","name":"jochen","avatar":"https://static.tigerbbs.com/5c1f2c08c8fd5f34bc708bc9415c25c1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4094824274303910","idStr":"4094824274303910"},"themes":[],"htmlText":"Woah","listText":"Woah","text":"Woah","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/822396723","repostId":"1189203328","repostType":4,"isVote":1,"tweetType":1,"viewCount":2489,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":862599731,"gmtCreate":1632887557906,"gmtModify":1632887558020,"author":{"id":"4094824274303910","authorId":"4094824274303910","name":"jochen","avatar":"https://static.tigerbbs.com/5c1f2c08c8fd5f34bc708bc9415c25c1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4094824274303910","idStr":"4094824274303910"},"themes":[],"htmlText":"🙄","listText":"🙄","text":"🙄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/862599731","repostId":"1106892312","repostType":4,"repost":{"id":"1106892312","kind":"news","pubTimestamp":1632870830,"share":"https://www.laohu8.com/m/news/1106892312?lang=zh_CN&edition=full","pubTime":"2021-09-29 07:13","market":"us","language":"en","title":"These high-flying stocks of 2021 dropped the most on Tuesday<blockquote>这些2021年飞涨的股票周二跌幅最大</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1106892312","media":"marketwatch","summary":"Stocks hit especially hard include Moderna, Nvidia and Google holding company Alphabet.\n\nThe Federal","content":"<p> <b>Stocks hit especially hard include Moderna, Nvidia and Google holding company Alphabet.</b> The Federal Reserve’s signaled policy change is having a predictable effect — pushing stock prices lower as bond yields become more attractive.</p><p><blockquote><b>受打击尤其严重的股票包括Moderna、英伟达和谷歌控股公司Alphabet。</b>美联储发出的政策变化信号正在产生可预见的影响——随着债券收益率变得更具吸引力,推动股价走低。</blockquote></p><p> This reverses some very strong action for U.S. stocks — at least for a day. Below is a list of 10 stocks that had increased at least 50% for 2021 through Sept. 27, but were pulled back the most on Sept. 28.</p><p><blockquote>这扭转了美国股市的一些非常强劲的走势——至少在一天内是这样。以下列出了截至9月27日2021年涨幅至少50%但在9月28日回调幅度最大的10只股票。</blockquote></p><p> The Dow Jones Industrial AverageDJIAdeclined 1.6%, while the S&P 500 IndexSPXfell 2%. The Nasdaq Composite IndexCOMPfared worst, tumbling 2.8%.</p><p><blockquote>道琼斯工业平均指数DJIA下跌1.6%,标普500指数SPX下跌2%。纳斯达克综合指数表现最差,下跌2.8%。</blockquote></p><p> The yield on 10-year U.S. Treasury notesBX:TMUBMUSD10Yincreased by 5 basis points to 1.55%. That was up from 1.33% only a week earlier.</p><p><blockquote>10年期美国国债收益率BX:TMUBMUSD10Y上涨5个基点至1.55%。这一比例仅高于一周前的1.33%。</blockquote></p><p> Combined, there are 523 stocks in the S&P 500 and Nasdaq-100NDXindexes. Among these stocks, 50 had risen at least 50% so far in 2021 through Sept. 27, excluding dividends, according to data provided by FactSet. Here are the 10 that declined the most on Sept. 28 — actually 11 stocks, as two common-share classes of Alphabet Inc.GOOGLGOOGare included:</p><p><blockquote>标普500和纳斯达克-100NDXindex总共有523只股票。FactSet提供的数据显示,截至9月27日,其中50只股票在2021年迄今已上涨至少50%(不包括股息)。以下是9月28日跌幅最大的10只股票——实际上是11只股票,其中包括Alphabet公司的两个普通股类别:</blockquote></p><p> <img src=\"https://static.tigerbbs.com/3e62aed3304cd811cf41ce390e38c41c\" tg-width=\"1106\" tg-height=\"713\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/83133c4cfdb3554d40f750a60c91892c\" tg-width=\"1101\" tg-height=\"291\" width=\"100%\" height=\"auto\">Click the tickers for more about each company. Clickhere for Tomi Kilgore’s detailed guide to the wealth of information available for free on the quote page.</p><p><blockquote>单击股票代码了解有关每家公司的更多信息。点击此处获取孙铁麟·基尔戈的详细指南,了解报价页面上免费提供的大量信息。</blockquote></p><p></p>","source":"lsy1603348471595","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>These high-flying stocks of 2021 dropped the most on Tuesday<blockquote>这些2021年飞涨的股票周二跌幅最大</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThese high-flying stocks of 2021 dropped the most on Tuesday<blockquote>这些2021年飞涨的股票周二跌幅最大</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">marketwatch</strong><span class=\"h-time small\">2021-09-29 07:13</span>\n</p>\n</h4>\n</header>\n<article>\n<p> <b>Stocks hit especially hard include Moderna, Nvidia and Google holding company Alphabet.</b> The Federal Reserve’s signaled policy change is having a predictable effect — pushing stock prices lower as bond yields become more attractive.</p><p><blockquote><b>受打击尤其严重的股票包括Moderna、英伟达和谷歌控股公司Alphabet。</b>美联储发出的政策变化信号正在产生可预见的影响——随着债券收益率变得更具吸引力,推动股价走低。</blockquote></p><p> This reverses some very strong action for U.S. stocks — at least for a day. Below is a list of 10 stocks that had increased at least 50% for 2021 through Sept. 27, but were pulled back the most on Sept. 28.</p><p><blockquote>这扭转了美国股市的一些非常强劲的走势——至少在一天内是这样。以下列出了截至9月27日2021年涨幅至少50%但在9月28日回调幅度最大的10只股票。</blockquote></p><p> The Dow Jones Industrial AverageDJIAdeclined 1.6%, while the S&P 500 IndexSPXfell 2%. The Nasdaq Composite IndexCOMPfared worst, tumbling 2.8%.</p><p><blockquote>道琼斯工业平均指数DJIA下跌1.6%,标普500指数SPX下跌2%。纳斯达克综合指数表现最差,下跌2.8%。</blockquote></p><p> The yield on 10-year U.S. Treasury notesBX:TMUBMUSD10Yincreased by 5 basis points to 1.55%. That was up from 1.33% only a week earlier.</p><p><blockquote>10年期美国国债收益率BX:TMUBMUSD10Y上涨5个基点至1.55%。这一比例仅高于一周前的1.33%。</blockquote></p><p> Combined, there are 523 stocks in the S&P 500 and Nasdaq-100NDXindexes. Among these stocks, 50 had risen at least 50% so far in 2021 through Sept. 27, excluding dividends, according to data provided by FactSet. Here are the 10 that declined the most on Sept. 28 — actually 11 stocks, as two common-share classes of Alphabet Inc.GOOGLGOOGare included:</p><p><blockquote>标普500和纳斯达克-100NDXindex总共有523只股票。FactSet提供的数据显示,截至9月27日,其中50只股票在2021年迄今已上涨至少50%(不包括股息)。以下是9月28日跌幅最大的10只股票——实际上是11只股票,其中包括Alphabet公司的两个普通股类别:</blockquote></p><p> <img src=\"https://static.tigerbbs.com/3e62aed3304cd811cf41ce390e38c41c\" tg-width=\"1106\" tg-height=\"713\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/83133c4cfdb3554d40f750a60c91892c\" tg-width=\"1101\" tg-height=\"291\" width=\"100%\" height=\"auto\">Click the tickers for more about each company. Clickhere for Tomi Kilgore’s detailed guide to the wealth of information available for free on the quote page.</p><p><blockquote>单击股票代码了解有关每家公司的更多信息。点击此处获取孙铁麟·基尔戈的详细指南,了解报价页面上免费提供的大量信息。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.marketwatch.com/story/these-high-flying-stocks-of-2021-have-dropped-the-most-today-11632846406?mod=home-page\">marketwatch</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","SPY":"标普500ETF",".DJI":"道琼斯"},"source_url":"https://www.marketwatch.com/story/these-high-flying-stocks-of-2021-have-dropped-the-most-today-11632846406?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106892312","content_text":"Stocks hit especially hard include Moderna, Nvidia and Google holding company Alphabet.\n\nThe Federal Reserve’s signaled policy change is having a predictable effect — pushing stock prices lower as bond yields become more attractive.\nThis reverses some very strong action for U.S. stocks — at least for a day. Below is a list of 10 stocks that had increased at least 50% for 2021 through Sept. 27, but were pulled back the most on Sept. 28.\nThe Dow Jones Industrial AverageDJIAdeclined 1.6%, while the S&P 500 IndexSPXfell 2%. The Nasdaq Composite IndexCOMPfared worst, tumbling 2.8%.\nThe yield on 10-year U.S. Treasury notesBX:TMUBMUSD10Yincreased by 5 basis points to 1.55%. That was up from 1.33% only a week earlier.\nCombined, there are 523 stocks in the S&P 500 and Nasdaq-100NDXindexes. Among these stocks, 50 had risen at least 50% so far in 2021 through Sept. 27, excluding dividends, according to data provided by FactSet. Here are the 10 that declined the most on Sept. 28 — actually 11 stocks, as two common-share classes of Alphabet Inc.GOOGLGOOGare included:\nClick the tickers for more about each company. Clickhere for Tomi Kilgore’s detailed guide to the wealth of information available for free on the quote page.","news_type":1,"symbols_score_info":{".IXIC":0.9,"SPY":0.9,".DJI":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":976,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":866415296,"gmtCreate":1632796224915,"gmtModify":1632797567269,"author":{"id":"4094824274303910","authorId":"4094824274303910","name":"jochen","avatar":"https://static.tigerbbs.com/5c1f2c08c8fd5f34bc708bc9415c25c1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4094824274303910","idStr":"4094824274303910"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/866415296","repostId":"2170624172","repostType":4,"isVote":1,"tweetType":1,"viewCount":984,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":867716881,"gmtCreate":1633313725377,"gmtModify":1633313866159,"author":{"id":"4094824274303910","authorId":"4094824274303910","name":"jochen","avatar":"https://static.tigerbbs.com/5c1f2c08c8fd5f34bc708bc9415c25c1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4094824274303910","idStr":"4094824274303910"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/867716881","repostId":"1186540865","repostType":4,"repost":{"id":"1186540865","kind":"news","pubTimestamp":1633289898,"share":"https://www.laohu8.com/m/news/1186540865?lang=zh_CN&edition=full","pubTime":"2021-10-04 03:38","market":"us","language":"en","title":"US IPO Week Ahead: New issuers work up a sweat in a fitness-led 5 IPO week<blockquote>美国IPO一周即将到来:新发行人在健身主导的5周IPO中大汗淋漓</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1186540865","media":"Renaissance Capital","summary":"In the first full week of October, five IPOs are slated to raise $1.8 billion, led by two fitness co","content":"<p>In the first full week of October, five IPOs are slated to raise $1.8 billion, led by two fitness companies.</p><p><blockquote>在10月的第一周,由两家健身公司牵头的五起IPO预计将筹集18亿美元。</blockquote></p><p> Fitness chain<b>Life Time Group Holdings</b>(LTH) plans to raise $901 million at a $4.1 billion market cap. Taken private in 2015, Life Time operates more than 150 \"centers\" across 29 US states and one province in Canada, serving nearly 1.4 million individual members as of 7/31/21. While the company was hit hard by the pandemic, operations have since improved dramatically, with revenue quadrupling in the 2Q21.</p><p><blockquote>健身连锁<b>生命时代集团控股</b>(LTH)计划以41亿美元的市值筹集9.01亿美元。Life Time于2015年私有化,在美国29个州和加拿大一个省运营着150多个“中心”,截至2011年7月31日,为近140万个人会员提供服务。尽管该公司受到疫情的严重打击,但此后运营情况显着改善,2021年第二季度的收入翻了两番。</blockquote></p><p> Fitness equipment brand<b>iFIT Health & Fitness</b>(IFIT) plans to raise $600 million at a $6.4 billion market cap. iFIT is the #1 provider of large fitness equipment in the US, selling under brands including iFIT, NordicTrack, ProForm, and Freemotion. Fast growing and unprofitable, the company serves a community of over 6.1 million members and 1.5 million subscribers in over 120 countries.</p><p><blockquote>健身器材品牌<b>iFIT健康与健身</b>(IFIT)计划以64亿美元的市值筹集6亿美元。iFIT是美国排名第一的大型健身器材供应商,销售品牌包括iFIT、NordicTrack、ProForm和Freemotion。该公司发展迅速,但尚未盈利,为120多个国家的超过610万会员和150万订户提供服务。</blockquote></p><p> Proteomics platform<b>IsoPlexis</b>(ISO) plans to raise $125 million at a $648 million market cap. IsoPlexis believes its platform is the first to employ both proteomics and single cell biology to characterize and link cellular function to patient outcomes. Fast growing and highly unprofitable, the company's platform has been adopted by the top 15 global biopharmas and nearly half of the comprehensive cancer centers in the US since its commercial launch in June 2018.</p><p><blockquote>蛋白质组学平台<b>等丛</b>(ISO)计划以6.48亿美元的市值筹集1.25亿美元。IsoPlexis认为其平台是第一个同时采用蛋白质组学和单细胞生物学来表征细胞功能并将其与患者结果联系起来的平台。自2018年6月商业推出以来,该公司的平台增长迅速且利润丰厚,已被全球15大生物制药公司和美国近一半的综合癌症中心采用。</blockquote></p><p> Biotech<b>Theseus Pharmaceuticals</b>(THRX) plans to raise $125 million at a $593 million market cap. Theseus’ lead candidate is a pan-variant inhibitor of all major classes of activating/resistance mutations of the KIT kinase for of gastrointestinal stromal tumors (GIST). The company recently submitted an IND for advanced GIST and plans to initiate a Phase 1/2 trial between late 4Q21 and mid 1Q22.</p><p><blockquote>生物技术<b>忒修斯制药公司</b>(THRX)计划以5.93亿美元的市值筹集1.25亿美元。Theseus的主要候选药物是胃肠道间质瘤(GIST)KIT激酶所有主要激活/耐药突变类别的泛变体抑制剂。该公司最近提交了高级GIST的IND,并计划在2021年第四季度晚期和2022年第一季度中部之间启动1/2期试验。</blockquote></p><p> Drug developer<b>Cingulate</b>(CING) plans to raise $50 million at a $225 million market cap. Its two candidates, CTx-1301 and CTx-1302, are being developed for the treatment of ADHD. The company announced positive results from a Phase 1/2 study of CTx-1301 in October 2020, and plans to initiate Phase 3 trials in the 4Q21 with results expected in late 2022.</p><p><blockquote>药物开发人员<b>扣带</b>(CING)计划以2.25亿美元的市值筹集5000万美元。其两种候选药物CTx-1301和CTx-1302正在开发用于治疗ADHD。该公司于2020年10月宣布了CTX-1301 1/2期研究的积极结果,并计划在2021年第四季度启动3期试验,预计将于2022年底获得结果。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/610fa042e4de459e4597ed8086743234\" tg-width=\"1894\" tg-height=\"912\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>","source":"lsy1603787993745","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US IPO Week Ahead: New issuers work up a sweat in a fitness-led 5 IPO week<blockquote>美国IPO一周即将到来:新发行人在健身主导的5周IPO中大汗淋漓</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS IPO Week Ahead: New issuers work up a sweat in a fitness-led 5 IPO week<blockquote>美国IPO一周即将到来:新发行人在健身主导的5周IPO中大汗淋漓</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Renaissance Capital</strong><span class=\"h-time small\">2021-10-04 03:38</span>\n</p>\n</h4>\n</header>\n<article>\n<p>In the first full week of October, five IPOs are slated to raise $1.8 billion, led by two fitness companies.</p><p><blockquote>在10月的第一周,由两家健身公司牵头的五起IPO预计将筹集18亿美元。</blockquote></p><p> Fitness chain<b>Life Time Group Holdings</b>(LTH) plans to raise $901 million at a $4.1 billion market cap. Taken private in 2015, Life Time operates more than 150 \"centers\" across 29 US states and one province in Canada, serving nearly 1.4 million individual members as of 7/31/21. While the company was hit hard by the pandemic, operations have since improved dramatically, with revenue quadrupling in the 2Q21.</p><p><blockquote>健身连锁<b>生命时代集团控股</b>(LTH)计划以41亿美元的市值筹集9.01亿美元。Life Time于2015年私有化,在美国29个州和加拿大一个省运营着150多个“中心”,截至2011年7月31日,为近140万个人会员提供服务。尽管该公司受到疫情的严重打击,但此后运营情况显着改善,2021年第二季度的收入翻了两番。</blockquote></p><p> Fitness equipment brand<b>iFIT Health & Fitness</b>(IFIT) plans to raise $600 million at a $6.4 billion market cap. iFIT is the #1 provider of large fitness equipment in the US, selling under brands including iFIT, NordicTrack, ProForm, and Freemotion. Fast growing and unprofitable, the company serves a community of over 6.1 million members and 1.5 million subscribers in over 120 countries.</p><p><blockquote>健身器材品牌<b>iFIT健康与健身</b>(IFIT)计划以64亿美元的市值筹集6亿美元。iFIT是美国排名第一的大型健身器材供应商,销售品牌包括iFIT、NordicTrack、ProForm和Freemotion。该公司发展迅速,但尚未盈利,为120多个国家的超过610万会员和150万订户提供服务。</blockquote></p><p> Proteomics platform<b>IsoPlexis</b>(ISO) plans to raise $125 million at a $648 million market cap. IsoPlexis believes its platform is the first to employ both proteomics and single cell biology to characterize and link cellular function to patient outcomes. Fast growing and highly unprofitable, the company's platform has been adopted by the top 15 global biopharmas and nearly half of the comprehensive cancer centers in the US since its commercial launch in June 2018.</p><p><blockquote>蛋白质组学平台<b>等丛</b>(ISO)计划以6.48亿美元的市值筹集1.25亿美元。IsoPlexis认为其平台是第一个同时采用蛋白质组学和单细胞生物学来表征细胞功能并将其与患者结果联系起来的平台。自2018年6月商业推出以来,该公司的平台增长迅速且利润丰厚,已被全球15大生物制药公司和美国近一半的综合癌症中心采用。</blockquote></p><p> Biotech<b>Theseus Pharmaceuticals</b>(THRX) plans to raise $125 million at a $593 million market cap. Theseus’ lead candidate is a pan-variant inhibitor of all major classes of activating/resistance mutations of the KIT kinase for of gastrointestinal stromal tumors (GIST). The company recently submitted an IND for advanced GIST and plans to initiate a Phase 1/2 trial between late 4Q21 and mid 1Q22.</p><p><blockquote>生物技术<b>忒修斯制药公司</b>(THRX)计划以5.93亿美元的市值筹集1.25亿美元。Theseus的主要候选药物是胃肠道间质瘤(GIST)KIT激酶所有主要激活/耐药突变类别的泛变体抑制剂。该公司最近提交了高级GIST的IND,并计划在2021年第四季度晚期和2022年第一季度中部之间启动1/2期试验。</blockquote></p><p> Drug developer<b>Cingulate</b>(CING) plans to raise $50 million at a $225 million market cap. Its two candidates, CTx-1301 and CTx-1302, are being developed for the treatment of ADHD. The company announced positive results from a Phase 1/2 study of CTx-1301 in October 2020, and plans to initiate Phase 3 trials in the 4Q21 with results expected in late 2022.</p><p><blockquote>药物开发人员<b>扣带</b>(CING)计划以2.25亿美元的市值筹集5000万美元。其两种候选药物CTx-1301和CTx-1302正在开发用于治疗ADHD。该公司于2020年10月宣布了CTX-1301 1/2期研究的积极结果,并计划在2021年第四季度启动3期试验,预计将于2022年底获得结果。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/610fa042e4de459e4597ed8086743234\" tg-width=\"1894\" tg-height=\"912\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.renaissancecapital.com/IPO-Center/News/86747/US-IPO-Week-Ahead-New-issuers-work-up-a-sweat-in-a-fitness-led-5-IPO-week\">Renaissance Capital</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LTH":"Life Time Group Holdings, Inc.","ISO":"IsoPlexis Corp.","CING":"CINGULATE INC.","THRX":"Theseus Pharmaceuticals, Inc."},"source_url":"https://www.renaissancecapital.com/IPO-Center/News/86747/US-IPO-Week-Ahead-New-issuers-work-up-a-sweat-in-a-fitness-led-5-IPO-week","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186540865","content_text":"In the first full week of October, five IPOs are slated to raise $1.8 billion, led by two fitness companies.\nFitness chainLife Time Group Holdings(LTH) plans to raise $901 million at a $4.1 billion market cap. Taken private in 2015, Life Time operates more than 150 \"centers\" across 29 US states and one province in Canada, serving nearly 1.4 million individual members as of 7/31/21. While the company was hit hard by the pandemic, operations have since improved dramatically, with revenue quadrupling in the 2Q21.\nFitness equipment brandiFIT Health & Fitness(IFIT) plans to raise $600 million at a $6.4 billion market cap. iFIT is the #1 provider of large fitness equipment in the US, selling under brands including iFIT, NordicTrack, ProForm, and Freemotion. Fast growing and unprofitable, the company serves a community of over 6.1 million members and 1.5 million subscribers in over 120 countries.\nProteomics platformIsoPlexis(ISO) plans to raise $125 million at a $648 million market cap. IsoPlexis believes its platform is the first to employ both proteomics and single cell biology to characterize and link cellular function to patient outcomes. Fast growing and highly unprofitable, the company's platform has been adopted by the top 15 global biopharmas and nearly half of the comprehensive cancer centers in the US since its commercial launch in June 2018.\nBiotechTheseus Pharmaceuticals(THRX) plans to raise $125 million at a $593 million market cap. Theseus’ lead candidate is a pan-variant inhibitor of all major classes of activating/resistance mutations of the KIT kinase for of gastrointestinal stromal tumors (GIST). The company recently submitted an IND for advanced GIST and plans to initiate a Phase 1/2 trial between late 4Q21 and mid 1Q22.\nDrug developerCingulate(CING) plans to raise $50 million at a $225 million market cap. Its two candidates, CTx-1301 and CTx-1302, are being developed for the treatment of ADHD. The company announced positive results from a Phase 1/2 study of CTx-1301 in October 2020, and plans to initiate Phase 3 trials in the 4Q21 with results expected in late 2022.","news_type":1,"symbols_score_info":{"THRX":0.9,"ISO":0.9,"IFIT":0.9,"CING":0.9,"LTH":0.9}},"isVote":1,"tweetType":1,"viewCount":672,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":821855509,"gmtCreate":1633734635300,"gmtModify":1633734635832,"author":{"id":"4094824274303910","authorId":"4094824274303910","name":"jochen","avatar":"https://static.tigerbbs.com/5c1f2c08c8fd5f34bc708bc9415c25c1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4094824274303910","idStr":"4094824274303910"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/821855509","repostId":"1133780035","repostType":4,"repost":{"id":"1133780035","kind":"news","pubTimestamp":1633704297,"share":"https://www.laohu8.com/m/news/1133780035?lang=zh_CN&edition=full","pubTime":"2021-10-08 22:44","market":"us","language":"en","title":"6 reasons this is a fresh multiyear bull market and 6 stocks in the surprising sector you should favor<blockquote>这是一个新的多年牛市的6个原因以及您应该青睐的令人惊讶的行业中的6只股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1133780035","media":"MarketWatch","summary":"Stock-market pessimism and excess consumer buying power point to retail stocks.\n\nNothing like a litt","content":"<p> <b>Stock-market pessimism and excess consumer buying power point to retail stocks.</b> Nothing like a little October turbulence to help the market’s weak hands get in touch with their inner bears.</p><p><blockquote><b>股市悲观情绪和消费者过度购买给零售股带来了动力。</b>没有什么比十月的一点动荡更能帮助市场的弱者与内心的空头取得联系了。</blockquote></p><p> But don’t let their negativity rub off on you. We’re still near the beginning of what will be a multiyear bull market. Here are six reasons to buy stocks now, and six names to consider in one of the best sectors to own at the moment.</p><p><blockquote>但是不要让他们的消极影响到你。我们仍接近多年牛市的开始。以下是现在购买股票的六个理由,以及目前最值得考虑的行业之一的六个名字。</blockquote></p><p> <b>1. Sentiment has gotten bearish enough</b></p><p><blockquote><b>1.情绪已经变得足够悲观</b></blockquote></p><p> I regularly track investor sentiment in my stock letter (details and link in bio below) to make contrarian “calls” on the market. While most of your money should be in long-term holdings, timing entries when most people are bearish gives you an edge. That is the case now. Sentiment is not extremely negative, but it fell enough this week to trigger a buy signal in my system.</p><p><blockquote>我定期在我的股票信中跟踪投资者情绪(详细信息和链接见下面的简历),以在市场上进行逆向“评级”。虽然你的大部分资金应该长期持有,但在大多数人看跌的时候入场会给你带来优势。现在就是这样。情绪并不是极其负面,但本周下跌足以在我的系统中触发买入信号。</blockquote></p><p> It’s also worth pointing out that major media figures turned pretty negative this week, another good contrarian signal. (I won’t name names.) And the fact that their negativity is a bullish signal in my book doesn’t mean I think they are dense. It’s just that high-profile media commentators are consensus sponges. It’s an occupational hazard – which we can use to our advantage as investors.</p><p><blockquote>还值得指出的是,主要媒体数据本周变得相当负面,这是另一个良好的逆向信号。(我就不指名道姓了。)而他们的消极在我的书里是看涨信号的事实,并不意味着我认为他们是密集的。只是高调的媒体评论员是共识海绵。这是一种职业危害——作为投资者,我们可以利用这一点。</blockquote></p><p> Pick your favorite popular financial media talking heads, then do the opposite whenever they turn consistently negative — or positive.</p><p><blockquote>挑选你最喜欢的流行财经媒体发言人,然后在他们持续消极或积极时反其道而行之。</blockquote></p><p> <b>2. Seasonality is in our favor</b></p><p><blockquote><b>2.季节性对我们有利</b></blockquote></p><p> The worst month for stocks is October, and the weakest days are Oct. 10 and Oct. 11. Then this bleak month is followed by the seasonally strong January-May phase when the market is bolstered by new money coming in. In between, November and December can be strong as stocks rebound from October weakness and the end of the mutual-fund tax-loss selling season. That’s finished at the end of October.</p><p><blockquote>股市最糟糕的月份是10月,最疲软的日子是10月10日和10月11日。然后,这个惨淡的月份之后是季节性强劲的1月至5月阶段,此时市场受到新资金流入的支撑。在此期间,随着股市从10月份的疲软中反弹以及共同基金税收损失销售季节的结束,11月和12月可能会表现强劲。那是十月底完成的。</blockquote></p><p> <b>3. COVID is rolling over</b></p><p><blockquote><b>3.新冠疫情正在蔓延</b></blockquote></p><p> It’s no secret that case counts and hospitalizations are down sharply. Last year, the cold weather did not usher in a winter COVID flu season. So, it’s not too crazy to expect the same thing this year, especially given all the people who have been vaccinated or infected. Reopening will help boost the economy.</p><p><blockquote>众所周知,病例数和住院人数急剧下降。去年,寒冷的天气并没有迎来冬季COVID流感季节。所以,今年期待同样的事情并不太疯狂,尤其是考虑到所有已经接种疫苗或被感染的人。重新开放将有助于提振经济。</blockquote></p><p> <b>4. A correction may have already happened</b></p><p><blockquote><b>4.修正可能已经发生</b></blockquote></p><p> Since the summer, the market has experienced rolling corrections in various sectors. The Russell 2000RUT,+0.14%was down over 10% in August, the definition of a correction. Cyclicals, retail, tech and so forth have all been hit. As of early October, 90% or more of S&P 500SPX,-0.05%and NasdaqCOMP,-0.28%stocks had fallen at least 10% from 2021 highs, notes Liz Ann Sonders, chief investment strategist at Charles SchwabSCHW,+1.47%.</p><p><blockquote>入夏以来,市场经历了各板块的滚动回调。罗素2000RUT,+0.14%8月份下跌超过10%,这是回调的定义。周期性、零售、科技等都受到了打击。嘉信理财首席投资策略师Liz Ann Sonders指出,截至10月初,90%或更多的标准普尔500SPX(-0.05%)和纳斯达克综合指数(-0.28%)股票已较2021年高点下跌至少10%,+1.47%。</blockquote></p><p> In other words, while everyone was looking for a correction, it may have already happened. The market has a funny way of tricking most people most of the time, this way.</p><p><blockquote>换句话说,当所有人都在寻找修正时,它可能已经发生了。大多数时候,市场有一种有趣的方式来欺骗大多数人,就是这种方式。</blockquote></p><p> <b>5. There’s been strong household formation</b></p><p><blockquote><b>5.家庭结构强劲</b></blockquote></p><p> Millennials are finally giving up on the parents’ basement – if there was ever any truth to that cliché.</p><p><blockquote>千禧一代终于放弃了父母的地下室——如果这种陈词滥调有任何真实性的话。</blockquote></p><p> What is true: They’re entering the prime age for marriage and family. Plus, the economy is booming so they feel confident enough to make the plunge into homeownership.</p><p><blockquote>事实是:他们正在进入婚姻和家庭的黄金年龄。此外,经济正在蓬勃发展,所以他们有足够的信心投入到住房所有权。</blockquote></p><p> The upshot: Household formation is now at about two million per year, more than double the rate for the past five years. Home buyers have to purchase a lot of stuff to fill up those new houses. That’s a built-in economy booster.</p><p><blockquote>结果是:现在每年大约有200万个家庭组成,是过去五年的两倍多。购房者不得不购买很多东西来填满这些新房子。这是一个内置的经济助推器。</blockquote></p><p> <b>6. The consumer is scared, locked and loaded</b></p><p><blockquote><b>6.消费者害怕,锁定和装载</b></blockquote></p><p> There are at least a half-dozen natural sources of stimulus in the economy ready to drive growth whether the Fed tapers or not, points out Jim Paulsen, an economist and strategist at Leuthold Group. One is that household formation, mentioned above. Another is the low level of inventories at companies – which have to restock big time. But to me, the big one is the consumer, simply because consumer spending is the big driver of our economy.</p><p><blockquote>Leuthold Group经济学家兼策略师吉姆·保尔森(Jim Paulsen)指出,无论美联储是否缩减规模,经济中至少有六种自然刺激来源可以推动经济增长。一个是上面提到的家庭结构。另一个原因是公司库存水平较低——它们必须大量补货。但对我来说,最大的因素是消费者,因为消费者支出是我们经济的主要驱动力。</blockquote></p><p> The bottom line: Consumer are scared. But they have a ton of buying power to tap when their anxieties ease — perhaps as COVID continues to roll over.</p><p><blockquote>底线是:消费者感到害怕。但当他们的焦虑缓解时,他们有大量的购买力可以利用——也许是随着新冠疫情的继续蔓延。</blockquote></p><p> Now a little more detail.August consumer sentimentwas at the lowest level since the pandemic began, as measured by the University of Michigan index of consumer sentiment. Itnudged up in September, but it is still low.</p><p><blockquote>现在更多细节。根据密歇根大学消费者信心指数衡量,8月份消费者信心处于大流行开始以来的最低水平。9月份有所上升,但仍处于低位。</blockquote></p><p> At the same time, consumers have a tremendous amount of buying power. Personal savings are at about 12% of GDP. That’s twice the longer-term average of around 6%-7%, notes Paulsen. Net worth compared to income is at record highs.</p><p><blockquote>与此同时,消费者拥有巨大的购买力。个人储蓄约占GDP的12%。保尔森指出,这是6%-7%左右的长期平均水平的两倍。净资产与收入相比创历史新高。</blockquote></p><p> Don’t make the mistake of thinking that’s just the rich getting richer because of the stock market. Homes are up a lot too, and most people own homes. The ratio of household debt to personal income is the lowest since 1985.</p><p><blockquote>不要错误地认为这只是富人因为股市而变得更富。房价也涨了很多,大多数人都有自己的房子。家庭债务与个人收入之比为1985年以来最低。</blockquote></p><p></p><p> “Consumers are scared and loaded with untapped buying power,” says Paulsen. “This pessimistic mindset combined with the excess buying power has historically produced solid market gains with infrequent declines,” he says. “This ratio portrays a bull market that is still in its infancy.”</p><p><blockquote>“消费者感到害怕,并且充满了未开发的购买力,”保尔森说。他表示:“这种悲观心态加上购买力过剩,从历史上看,市场出现了稳健的上涨,但很少出现下跌。”“这个比率描绘了一个仍处于起步阶段的牛市。”</blockquote></p><p> <b>S</b><b><b>tocks</b></b><b> to buy</b></p><p><blockquote><b>S</b><b><b>托克斯</b></b><b>购买</b></blockquote></p><p> Since the consumer is such a big part of this dynamic, I say go with retail stocks. They’ve been underperforming, which also makes them look attractive.</p><p><blockquote>由于消费者是这种动态的重要组成部分,我建议选择零售股。他们表现不佳,这也让他们看起来很有吸引力。</blockquote></p><p> Morningstar cites Bath & Body WorksBBWI,-0.74%as a retailer with a moat and trading at a discount. The body care and home fragrance retailer has a four-star rating because its stock is trading so far below Morningstar’s “fair value” estimate of $79 for the name.</p><p><blockquote>晨星公司将Bath&Body WorksBBWI,-0.74%视为一家拥有护城河且交易折扣的零售商。这家身体护理和家用香水零售商获得四星级评级,因为其股票交易价格远低于晨星公司对该名称79美元的“公允价值”估计。</blockquote></p><p> As for the moat, analyst Jaime Katz cites the company’s strong brand, its leadership position in its space, and the 30% average return on invested capital, well above its 8% weighted average cost of capital.</p><p><blockquote>至于护城河,分析师Jaime Katz列举了该公司强大的品牌、在该领域的领导地位以及30%的平均投资资本回报率,远高于其8%的加权平均资本成本。</blockquote></p><p> Eric Marshall, a portfolio manager at the Hodges Small Cap fundHDPSX,+1.83%,likes the apparel retailer American Eagle OutfittersAEO,0.36%,which is down over 35% from highs this year. The company posted record revenue of $1.19 billion in the second quarter, up 35% year over year.</p><p><blockquote>Hodges Small Cap fundHDPSX(+1.83%)的投资组合经理埃里克·马歇尔(Eric Marshall)看好服装零售商American Eagle OutfittersAEO(0.36%),该股较今年高点下跌了35%以上。该公司第二季度营收达到创纪录的11.9亿美元,同比增长35%。</blockquote></p><p> The core growth driver is its popular Aerie brand. Marshall thinks the company will earn over $2 a share this year, which makes American Eagle stock a bargain at around 13 times forward earnings.</p><p><blockquote>核心增长动力是其广受欢迎的Aerie品牌。马歇尔认为该公司今年每股收益将超过2美元,这使得American Eagle股票的预期市盈率约为13倍,非常便宜。</blockquote></p><p> Marshall is worth listening to because he has a hot hand. His Hodges small-cap fund is up 31% this year, beating its small blend category and Russell 2000 index benchmark by 12 to 18 percentage points, according to Morningstar.</p><p><blockquote>马歇尔值得一听,因为他有一双热情的手。据晨星公司称,他的Hodges小型股基金今年上涨了31%,比小型混合基金和罗素2000指数基准高出12至18个百分点。</blockquote></p><p> Marshall also likes Academy Sports and OutdoorsASO,-0.91%,which sells sports and outdoor recreation goods. The pandemic was a windfall for this company because of the popularity of outdoor activities. Strong pandemic sales helped the company chip away at its high debt levels. Analysts are worried the pandemic-inspired popularity of outdoor activities will wane, but Marshall thinks the outdoor lifestyle will stay in vogue.</p><p><blockquote>马歇尔还喜欢Academy Sports and OutdoorsASO,-0.91%,该公司销售运动和户外休闲用品。由于户外活动的流行,疫情对这家公司来说是一笔意外之财。强劲的大流行销售帮助该公司降低了高债务水平。分析师担心大流行引发的户外活动的受欢迎程度将会减弱,但马歇尔认为户外生活方式将继续流行。</blockquote></p><p> While many retail sector investors are awed by the power of Amazon.comAMZN,0.03%and WalmartWMT,0.03%,Motley Fool retail sector analyst Asit Sharma favors niche chains that have mastered the “direct to consumer” sales model. They offer great stores and solid products, but also the mix of delivery options that shoppers want – including in-store pickup of items bought online.</p><p><blockquote>虽然许多零售行业投资者对亚马逊MAMZN(0.03%)和沃尔玛WMT(0.03%)的力量感到敬畏,但Motley Fool零售行业分析师Asit Sharma更青睐掌握“直接面向消费者”销售模式的利基连锁店。他们提供很棒的商店和可靠的产品,但也提供购物者想要的送货选择组合——包括在店内提货网上购买的商品。</blockquote></p><p> “The retail sector gets a perennial bad rap because everyone is focused on yesterday’s story, that Amazon and Walmart are taking out all physical stores,” says Sharma. But that’s not the case. Many retailers provide a mix of excellent in-store experiences and unique products that the two retail giants can’t really offer.</p><p><blockquote>夏尔马说:“零售业常年受到负面评价,因为每个人都在关注昨天的故事,即亚马逊和沃尔玛正在关闭所有实体店。”但事实并非如此。许多零售商提供出色的店内体验和独特的产品,这是这两家零售巨头无法真正提供的。</blockquote></p><p> Here, Sharma cites Lululemon AthleticaLULU,-0.88%.“We love the fact that the company spends on its own research and development innovation on the fabric side.” Stores give consumers a chance to check out the custom fabrics in person.</p><p><blockquote>在这里,Sharma引用了Lululemon AthleticaLULU,-0.88%。“我们喜欢该公司在面料方面投入自己的研发创新。”商店给消费者一个亲自检查定制面料的机会。</blockquote></p><p> Sharma also favors Yeti HoldingsYETI,-1.92%,which sells coolers, “drinkware” and outdoor equipment. For a larger cap name, consider the popular retail giant TargetTGT,-0.24%for its “everything under one roof” approach to retail.</p><p><blockquote>夏尔马还青睐Yeti HoldingsYETI,-1.92%,该公司销售冷却器、“饮品”和户外设备。对于较大的股票名称,请考虑受欢迎的零售巨头TargetTGT,-0.24%,因其“一切都在一个屋檐下”的零售方式。</blockquote></p><p></p>","source":"lsy1603348471595","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>6 reasons this is a fresh multiyear bull market and 6 stocks in the surprising sector you should favor<blockquote>这是一个新的多年牛市的6个原因以及您应该青睐的令人惊讶的行业中的6只股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n6 reasons this is a fresh multiyear bull market and 6 stocks in the surprising sector you should favor<blockquote>这是一个新的多年牛市的6个原因以及您应该青睐的令人惊讶的行业中的6只股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-10-08 22:44</span>\n</p>\n</h4>\n</header>\n<article>\n<p> <b>Stock-market pessimism and excess consumer buying power point to retail stocks.</b> Nothing like a little October turbulence to help the market’s weak hands get in touch with their inner bears.</p><p><blockquote><b>股市悲观情绪和消费者过度购买给零售股带来了动力。</b>没有什么比十月的一点动荡更能帮助市场的弱者与内心的空头取得联系了。</blockquote></p><p> But don’t let their negativity rub off on you. We’re still near the beginning of what will be a multiyear bull market. Here are six reasons to buy stocks now, and six names to consider in one of the best sectors to own at the moment.</p><p><blockquote>但是不要让他们的消极影响到你。我们仍接近多年牛市的开始。以下是现在购买股票的六个理由,以及目前最值得考虑的行业之一的六个名字。</blockquote></p><p> <b>1. Sentiment has gotten bearish enough</b></p><p><blockquote><b>1.情绪已经变得足够悲观</b></blockquote></p><p> I regularly track investor sentiment in my stock letter (details and link in bio below) to make contrarian “calls” on the market. While most of your money should be in long-term holdings, timing entries when most people are bearish gives you an edge. That is the case now. Sentiment is not extremely negative, but it fell enough this week to trigger a buy signal in my system.</p><p><blockquote>我定期在我的股票信中跟踪投资者情绪(详细信息和链接见下面的简历),以在市场上进行逆向“评级”。虽然你的大部分资金应该长期持有,但在大多数人看跌的时候入场会给你带来优势。现在就是这样。情绪并不是极其负面,但本周下跌足以在我的系统中触发买入信号。</blockquote></p><p> It’s also worth pointing out that major media figures turned pretty negative this week, another good contrarian signal. (I won’t name names.) And the fact that their negativity is a bullish signal in my book doesn’t mean I think they are dense. It’s just that high-profile media commentators are consensus sponges. It’s an occupational hazard – which we can use to our advantage as investors.</p><p><blockquote>还值得指出的是,主要媒体数据本周变得相当负面,这是另一个良好的逆向信号。(我就不指名道姓了。)而他们的消极在我的书里是看涨信号的事实,并不意味着我认为他们是密集的。只是高调的媒体评论员是共识海绵。这是一种职业危害——作为投资者,我们可以利用这一点。</blockquote></p><p> Pick your favorite popular financial media talking heads, then do the opposite whenever they turn consistently negative — or positive.</p><p><blockquote>挑选你最喜欢的流行财经媒体发言人,然后在他们持续消极或积极时反其道而行之。</blockquote></p><p> <b>2. Seasonality is in our favor</b></p><p><blockquote><b>2.季节性对我们有利</b></blockquote></p><p> The worst month for stocks is October, and the weakest days are Oct. 10 and Oct. 11. Then this bleak month is followed by the seasonally strong January-May phase when the market is bolstered by new money coming in. In between, November and December can be strong as stocks rebound from October weakness and the end of the mutual-fund tax-loss selling season. That’s finished at the end of October.</p><p><blockquote>股市最糟糕的月份是10月,最疲软的日子是10月10日和10月11日。然后,这个惨淡的月份之后是季节性强劲的1月至5月阶段,此时市场受到新资金流入的支撑。在此期间,随着股市从10月份的疲软中反弹以及共同基金税收损失销售季节的结束,11月和12月可能会表现强劲。那是十月底完成的。</blockquote></p><p> <b>3. COVID is rolling over</b></p><p><blockquote><b>3.新冠疫情正在蔓延</b></blockquote></p><p> It’s no secret that case counts and hospitalizations are down sharply. Last year, the cold weather did not usher in a winter COVID flu season. So, it’s not too crazy to expect the same thing this year, especially given all the people who have been vaccinated or infected. Reopening will help boost the economy.</p><p><blockquote>众所周知,病例数和住院人数急剧下降。去年,寒冷的天气并没有迎来冬季COVID流感季节。所以,今年期待同样的事情并不太疯狂,尤其是考虑到所有已经接种疫苗或被感染的人。重新开放将有助于提振经济。</blockquote></p><p> <b>4. A correction may have already happened</b></p><p><blockquote><b>4.修正可能已经发生</b></blockquote></p><p> Since the summer, the market has experienced rolling corrections in various sectors. The Russell 2000RUT,+0.14%was down over 10% in August, the definition of a correction. Cyclicals, retail, tech and so forth have all been hit. As of early October, 90% or more of S&P 500SPX,-0.05%and NasdaqCOMP,-0.28%stocks had fallen at least 10% from 2021 highs, notes Liz Ann Sonders, chief investment strategist at Charles SchwabSCHW,+1.47%.</p><p><blockquote>入夏以来,市场经历了各板块的滚动回调。罗素2000RUT,+0.14%8月份下跌超过10%,这是回调的定义。周期性、零售、科技等都受到了打击。嘉信理财首席投资策略师Liz Ann Sonders指出,截至10月初,90%或更多的标准普尔500SPX(-0.05%)和纳斯达克综合指数(-0.28%)股票已较2021年高点下跌至少10%,+1.47%。</blockquote></p><p> In other words, while everyone was looking for a correction, it may have already happened. The market has a funny way of tricking most people most of the time, this way.</p><p><blockquote>换句话说,当所有人都在寻找修正时,它可能已经发生了。大多数时候,市场有一种有趣的方式来欺骗大多数人,就是这种方式。</blockquote></p><p> <b>5. There’s been strong household formation</b></p><p><blockquote><b>5.家庭结构强劲</b></blockquote></p><p> Millennials are finally giving up on the parents’ basement – if there was ever any truth to that cliché.</p><p><blockquote>千禧一代终于放弃了父母的地下室——如果这种陈词滥调有任何真实性的话。</blockquote></p><p> What is true: They’re entering the prime age for marriage and family. Plus, the economy is booming so they feel confident enough to make the plunge into homeownership.</p><p><blockquote>事实是:他们正在进入婚姻和家庭的黄金年龄。此外,经济正在蓬勃发展,所以他们有足够的信心投入到住房所有权。</blockquote></p><p> The upshot: Household formation is now at about two million per year, more than double the rate for the past five years. Home buyers have to purchase a lot of stuff to fill up those new houses. That’s a built-in economy booster.</p><p><blockquote>结果是:现在每年大约有200万个家庭组成,是过去五年的两倍多。购房者不得不购买很多东西来填满这些新房子。这是一个内置的经济助推器。</blockquote></p><p> <b>6. The consumer is scared, locked and loaded</b></p><p><blockquote><b>6.消费者害怕,锁定和装载</b></blockquote></p><p> There are at least a half-dozen natural sources of stimulus in the economy ready to drive growth whether the Fed tapers or not, points out Jim Paulsen, an economist and strategist at Leuthold Group. One is that household formation, mentioned above. Another is the low level of inventories at companies – which have to restock big time. But to me, the big one is the consumer, simply because consumer spending is the big driver of our economy.</p><p><blockquote>Leuthold Group经济学家兼策略师吉姆·保尔森(Jim Paulsen)指出,无论美联储是否缩减规模,经济中至少有六种自然刺激来源可以推动经济增长。一个是上面提到的家庭结构。另一个原因是公司库存水平较低——它们必须大量补货。但对我来说,最大的因素是消费者,因为消费者支出是我们经济的主要驱动力。</blockquote></p><p> The bottom line: Consumer are scared. But they have a ton of buying power to tap when their anxieties ease — perhaps as COVID continues to roll over.</p><p><blockquote>底线是:消费者感到害怕。但当他们的焦虑缓解时,他们有大量的购买力可以利用——也许是随着新冠疫情的继续蔓延。</blockquote></p><p> Now a little more detail.August consumer sentimentwas at the lowest level since the pandemic began, as measured by the University of Michigan index of consumer sentiment. Itnudged up in September, but it is still low.</p><p><blockquote>现在更多细节。根据密歇根大学消费者信心指数衡量,8月份消费者信心处于大流行开始以来的最低水平。9月份有所上升,但仍处于低位。</blockquote></p><p> At the same time, consumers have a tremendous amount of buying power. Personal savings are at about 12% of GDP. That’s twice the longer-term average of around 6%-7%, notes Paulsen. Net worth compared to income is at record highs.</p><p><blockquote>与此同时,消费者拥有巨大的购买力。个人储蓄约占GDP的12%。保尔森指出,这是6%-7%左右的长期平均水平的两倍。净资产与收入相比创历史新高。</blockquote></p><p> Don’t make the mistake of thinking that’s just the rich getting richer because of the stock market. Homes are up a lot too, and most people own homes. The ratio of household debt to personal income is the lowest since 1985.</p><p><blockquote>不要错误地认为这只是富人因为股市而变得更富。房价也涨了很多,大多数人都有自己的房子。家庭债务与个人收入之比为1985年以来最低。</blockquote></p><p></p><p> “Consumers are scared and loaded with untapped buying power,” says Paulsen. “This pessimistic mindset combined with the excess buying power has historically produced solid market gains with infrequent declines,” he says. “This ratio portrays a bull market that is still in its infancy.”</p><p><blockquote>“消费者感到害怕,并且充满了未开发的购买力,”保尔森说。他表示:“这种悲观心态加上购买力过剩,从历史上看,市场出现了稳健的上涨,但很少出现下跌。”“这个比率描绘了一个仍处于起步阶段的牛市。”</blockquote></p><p> <b>S</b><b><b>tocks</b></b><b> to buy</b></p><p><blockquote><b>S</b><b><b>托克斯</b></b><b>购买</b></blockquote></p><p> Since the consumer is such a big part of this dynamic, I say go with retail stocks. They’ve been underperforming, which also makes them look attractive.</p><p><blockquote>由于消费者是这种动态的重要组成部分,我建议选择零售股。他们表现不佳,这也让他们看起来很有吸引力。</blockquote></p><p> Morningstar cites Bath & Body WorksBBWI,-0.74%as a retailer with a moat and trading at a discount. The body care and home fragrance retailer has a four-star rating because its stock is trading so far below Morningstar’s “fair value” estimate of $79 for the name.</p><p><blockquote>晨星公司将Bath&Body WorksBBWI,-0.74%视为一家拥有护城河且交易折扣的零售商。这家身体护理和家用香水零售商获得四星级评级,因为其股票交易价格远低于晨星公司对该名称79美元的“公允价值”估计。</blockquote></p><p> As for the moat, analyst Jaime Katz cites the company’s strong brand, its leadership position in its space, and the 30% average return on invested capital, well above its 8% weighted average cost of capital.</p><p><blockquote>至于护城河,分析师Jaime Katz列举了该公司强大的品牌、在该领域的领导地位以及30%的平均投资资本回报率,远高于其8%的加权平均资本成本。</blockquote></p><p> Eric Marshall, a portfolio manager at the Hodges Small Cap fundHDPSX,+1.83%,likes the apparel retailer American Eagle OutfittersAEO,0.36%,which is down over 35% from highs this year. The company posted record revenue of $1.19 billion in the second quarter, up 35% year over year.</p><p><blockquote>Hodges Small Cap fundHDPSX(+1.83%)的投资组合经理埃里克·马歇尔(Eric Marshall)看好服装零售商American Eagle OutfittersAEO(0.36%),该股较今年高点下跌了35%以上。该公司第二季度营收达到创纪录的11.9亿美元,同比增长35%。</blockquote></p><p> The core growth driver is its popular Aerie brand. Marshall thinks the company will earn over $2 a share this year, which makes American Eagle stock a bargain at around 13 times forward earnings.</p><p><blockquote>核心增长动力是其广受欢迎的Aerie品牌。马歇尔认为该公司今年每股收益将超过2美元,这使得American Eagle股票的预期市盈率约为13倍,非常便宜。</blockquote></p><p> Marshall is worth listening to because he has a hot hand. His Hodges small-cap fund is up 31% this year, beating its small blend category and Russell 2000 index benchmark by 12 to 18 percentage points, according to Morningstar.</p><p><blockquote>马歇尔值得一听,因为他有一双热情的手。据晨星公司称,他的Hodges小型股基金今年上涨了31%,比小型混合基金和罗素2000指数基准高出12至18个百分点。</blockquote></p><p> Marshall also likes Academy Sports and OutdoorsASO,-0.91%,which sells sports and outdoor recreation goods. The pandemic was a windfall for this company because of the popularity of outdoor activities. Strong pandemic sales helped the company chip away at its high debt levels. Analysts are worried the pandemic-inspired popularity of outdoor activities will wane, but Marshall thinks the outdoor lifestyle will stay in vogue.</p><p><blockquote>马歇尔还喜欢Academy Sports and OutdoorsASO,-0.91%,该公司销售运动和户外休闲用品。由于户外活动的流行,疫情对这家公司来说是一笔意外之财。强劲的大流行销售帮助该公司降低了高债务水平。分析师担心大流行引发的户外活动的受欢迎程度将会减弱,但马歇尔认为户外生活方式将继续流行。</blockquote></p><p> While many retail sector investors are awed by the power of Amazon.comAMZN,0.03%and WalmartWMT,0.03%,Motley Fool retail sector analyst Asit Sharma favors niche chains that have mastered the “direct to consumer” sales model. They offer great stores and solid products, but also the mix of delivery options that shoppers want – including in-store pickup of items bought online.</p><p><blockquote>虽然许多零售行业投资者对亚马逊MAMZN(0.03%)和沃尔玛WMT(0.03%)的力量感到敬畏,但Motley Fool零售行业分析师Asit Sharma更青睐掌握“直接面向消费者”销售模式的利基连锁店。他们提供很棒的商店和可靠的产品,但也提供购物者想要的送货选择组合——包括在店内提货网上购买的商品。</blockquote></p><p> “The retail sector gets a perennial bad rap because everyone is focused on yesterday’s story, that Amazon and Walmart are taking out all physical stores,” says Sharma. But that’s not the case. Many retailers provide a mix of excellent in-store experiences and unique products that the two retail giants can’t really offer.</p><p><blockquote>夏尔马说:“零售业常年受到负面评价,因为每个人都在关注昨天的故事,即亚马逊和沃尔玛正在关闭所有实体店。”但事实并非如此。许多零售商提供出色的店内体验和独特的产品,这是这两家零售巨头无法真正提供的。</blockquote></p><p> Here, Sharma cites Lululemon AthleticaLULU,-0.88%.“We love the fact that the company spends on its own research and development innovation on the fabric side.” Stores give consumers a chance to check out the custom fabrics in person.</p><p><blockquote>在这里,Sharma引用了Lululemon AthleticaLULU,-0.88%。“我们喜欢该公司在面料方面投入自己的研发创新。”商店给消费者一个亲自检查定制面料的机会。</blockquote></p><p> Sharma also favors Yeti HoldingsYETI,-1.92%,which sells coolers, “drinkware” and outdoor equipment. For a larger cap name, consider the popular retail giant TargetTGT,-0.24%for its “everything under one roof” approach to retail.</p><p><blockquote>夏尔马还青睐Yeti HoldingsYETI,-1.92%,该公司销售冷却器、“饮品”和户外设备。对于较大的股票名称,请考虑受欢迎的零售巨头TargetTGT,-0.24%,因其“一切都在一个屋檐下”的零售方式。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.marketwatch.com/story/6-reasons-this-is-a-fresh-multiyear-bull-market-and-6-stocks-in-the-surprising-sector-you-should-favor-11633701844?siteid=yhoof2\">MarketWatch</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯","SPY":"标普500ETF",".SPX":"S&P 500 Index"},"source_url":"https://www.marketwatch.com/story/6-reasons-this-is-a-fresh-multiyear-bull-market-and-6-stocks-in-the-surprising-sector-you-should-favor-11633701844?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133780035","content_text":"Stock-market pessimism and excess consumer buying power point to retail stocks.\n\nNothing like a little October turbulence to help the market’s weak hands get in touch with their inner bears.\nBut don’t let their negativity rub off on you. We’re still near the beginning of what will be a multiyear bull market. Here are six reasons to buy stocks now, and six names to consider in one of the best sectors to own at the moment.\n1. Sentiment has gotten bearish enough\nI regularly track investor sentiment in my stock letter (details and link in bio below) to make contrarian “calls” on the market. While most of your money should be in long-term holdings, timing entries when most people are bearish gives you an edge. That is the case now. Sentiment is not extremely negative, but it fell enough this week to trigger a buy signal in my system.\nIt’s also worth pointing out that major media figures turned pretty negative this week, another good contrarian signal. (I won’t name names.) And the fact that their negativity is a bullish signal in my book doesn’t mean I think they are dense. It’s just that high-profile media commentators are consensus sponges. It’s an occupational hazard – which we can use to our advantage as investors.\nPick your favorite popular financial media talking heads, then do the opposite whenever they turn consistently negative — or positive.\n2. Seasonality is in our favor\nThe worst month for stocks is October, and the weakest days are Oct. 10 and Oct. 11. Then this bleak month is followed by the seasonally strong January-May phase when the market is bolstered by new money coming in. In between, November and December can be strong as stocks rebound from October weakness and the end of the mutual-fund tax-loss selling season. That’s finished at the end of October.\n3. COVID is rolling over\nIt’s no secret that case counts and hospitalizations are down sharply. Last year, the cold weather did not usher in a winter COVID flu season. So, it’s not too crazy to expect the same thing this year, especially given all the people who have been vaccinated or infected. Reopening will help boost the economy.\n4. A correction may have already happened\nSince the summer, the market has experienced rolling corrections in various sectors. The Russell 2000RUT,+0.14%was down over 10% in August, the definition of a correction. Cyclicals, retail, tech and so forth have all been hit. As of early October, 90% or more of S&P 500SPX,-0.05%and NasdaqCOMP,-0.28%stocks had fallen at least 10% from 2021 highs, notes Liz Ann Sonders, chief investment strategist at Charles SchwabSCHW,+1.47%.\nIn other words, while everyone was looking for a correction, it may have already happened. The market has a funny way of tricking most people most of the time, this way.\n5. There’s been strong household formation\nMillennials are finally giving up on the parents’ basement – if there was ever any truth to that cliché.\nWhat is true: They’re entering the prime age for marriage and family. Plus, the economy is booming so they feel confident enough to make the plunge into homeownership.\nThe upshot: Household formation is now at about two million per year, more than double the rate for the past five years. Home buyers have to purchase a lot of stuff to fill up those new houses. That’s a built-in economy booster.\n6. The consumer is scared, locked and loaded\nThere are at least a half-dozen natural sources of stimulus in the economy ready to drive growth whether the Fed tapers or not, points out Jim Paulsen, an economist and strategist at Leuthold Group. One is that household formation, mentioned above. Another is the low level of inventories at companies – which have to restock big time. But to me, the big one is the consumer, simply because consumer spending is the big driver of our economy.\nThe bottom line: Consumer are scared. But they have a ton of buying power to tap when their anxieties ease — perhaps as COVID continues to roll over.\nNow a little more detail.August consumer sentimentwas at the lowest level since the pandemic began, as measured by the University of Michigan index of consumer sentiment. Itnudged up in September, but it is still low.\nAt the same time, consumers have a tremendous amount of buying power. Personal savings are at about 12% of GDP. That’s twice the longer-term average of around 6%-7%, notes Paulsen. Net worth compared to income is at record highs.\nDon’t make the mistake of thinking that’s just the rich getting richer because of the stock market. Homes are up a lot too, and most people own homes. The ratio of household debt to personal income is the lowest since 1985.\n“Consumers are scared and loaded with untapped buying power,” says Paulsen. “This pessimistic mindset combined with the excess buying power has historically produced solid market gains with infrequent declines,” he says. “This ratio portrays a bull market that is still in its infancy.”\nStocks to buy\nSince the consumer is such a big part of this dynamic, I say go with retail stocks. They’ve been underperforming, which also makes them look attractive.\nMorningstar cites Bath & Body WorksBBWI,-0.74%as a retailer with a moat and trading at a discount. The body care and home fragrance retailer has a four-star rating because its stock is trading so far below Morningstar’s “fair value” estimate of $79 for the name.\nAs for the moat, analyst Jaime Katz cites the company’s strong brand, its leadership position in its space, and the 30% average return on invested capital, well above its 8% weighted average cost of capital.\nEric Marshall, a portfolio manager at the Hodges Small Cap fundHDPSX,+1.83%,likes the apparel retailer American Eagle OutfittersAEO,0.36%,which is down over 35% from highs this year. The company posted record revenue of $1.19 billion in the second quarter, up 35% year over year.\nThe core growth driver is its popular Aerie brand. Marshall thinks the company will earn over $2 a share this year, which makes American Eagle stock a bargain at around 13 times forward earnings.\nMarshall is worth listening to because he has a hot hand. His Hodges small-cap fund is up 31% this year, beating its small blend category and Russell 2000 index benchmark by 12 to 18 percentage points, according to Morningstar.\nMarshall also likes Academy Sports and OutdoorsASO,-0.91%,which sells sports and outdoor recreation goods. The pandemic was a windfall for this company because of the popularity of outdoor activities. Strong pandemic sales helped the company chip away at its high debt levels. Analysts are worried the pandemic-inspired popularity of outdoor activities will wane, but Marshall thinks the outdoor lifestyle will stay in vogue.\nWhile many retail sector investors are awed by the power of Amazon.comAMZN,0.03%and WalmartWMT,0.03%,Motley Fool retail sector analyst Asit Sharma favors niche chains that have mastered the “direct to consumer” sales model. They offer great stores and solid products, but also the mix of delivery options that shoppers want – including in-store pickup of items bought online.\n“The retail sector gets a perennial bad rap because everyone is focused on yesterday’s story, that Amazon and Walmart are taking out all physical stores,” says Sharma. But that’s not the case. Many retailers provide a mix of excellent in-store experiences and unique products that the two retail giants can’t really offer.\nHere, Sharma cites Lululemon AthleticaLULU,-0.88%.“We love the fact that the company spends on its own research and development innovation on the fabric side.” Stores give consumers a chance to check out the custom fabrics in person.\nSharma also favors Yeti HoldingsYETI,-1.92%,which sells coolers, “drinkware” and outdoor equipment. For a larger cap name, consider the popular retail giant TargetTGT,-0.24%for its “everything under one roof” approach to retail.","news_type":1,"symbols_score_info":{".IXIC":0.9,".DJI":0.9,".SPX":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":2357,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":855676791,"gmtCreate":1635375994092,"gmtModify":1635377489730,"author":{"id":"4094824274303910","authorId":"4094824274303910","name":"jochen","avatar":"https://static.tigerbbs.com/5c1f2c08c8fd5f34bc708bc9415c25c1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4094824274303910","idStr":"4094824274303910"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/855676791","repostId":"2178287265","repostType":4,"isVote":1,"tweetType":1,"viewCount":2022,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":824901037,"gmtCreate":1634266143576,"gmtModify":1634274409911,"author":{"id":"4094824274303910","authorId":"4094824274303910","name":"jochen","avatar":"https://static.tigerbbs.com/5c1f2c08c8fd5f34bc708bc9415c25c1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4094824274303910","idStr":"4094824274303910"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/824901037","repostId":"2175118949","repostType":4,"isVote":1,"tweetType":1,"viewCount":2485,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":825032444,"gmtCreate":1634176814415,"gmtModify":1634176814486,"author":{"id":"4094824274303910","authorId":"4094824274303910","name":"jochen","avatar":"https://static.tigerbbs.com/5c1f2c08c8fd5f34bc708bc9415c25c1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4094824274303910","idStr":"4094824274303910"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/825032444","repostId":"1123802574","repostType":4,"repost":{"id":"1123802574","kind":"news","pubTimestamp":1634171544,"share":"https://www.laohu8.com/m/news/1123802574?lang=zh_CN&edition=full","pubTime":"2021-10-14 08:32","market":"sg","language":"en","title":"Singapore's central bank tightens policy in surprise move<blockquote>新加坡央行出人意料地收紧政策</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1123802574","media":"Reuters","summary":"SINGAPORE, Oct 14 (Reuters) - Singapore's central bank unexpectedly tightened its monetary policy on","content":"<p>SINGAPORE, Oct 14 (Reuters) - Singapore's central bank unexpectedly tightened its monetary policy on Thursday, saying the move will ensure price stability over the medium-term.</p><p><blockquote>路透新加坡10月14日-新加坡央行周四意外收紧货币政策,称此举将确保中期物价稳定。</blockquote></p><p> The Monetary Authority of Singapore (MAS) manages monetary policy through exchange rate settings, rather than interest rates, letting the Singapore dollar rise or fall against the currencies of its main trading partners within an undisclosed band.</p><p><blockquote>新加坡金融管理局(MAS)通过汇率设置而不是利率来管理货币政策,让新加坡元兑其主要贸易伙伴的货币在一个未披露的区间内上涨或下跌。</blockquote></p><p> It adjusts its policy via three levers: the slope, mid-point and width of the policy band, known as the Nominal Effective Exchange Rate, or S$NEER.</p><p><blockquote>它通过三个杠杆调整政策:政策区间的斜率、中点和宽度,即名义有效汇率,或新元。</blockquote></p><p> The MAS said on Thursday it would raise slightly the slope of the policy band, from zero percent previously. The width of the band and the level at which it is centred will be unchanged, it said.</p><p><blockquote>新加坡金融管理局周四表示,将略微提高政策区间的斜率,此前为零。它说,波段的宽度和中心水平将保持不变。</blockquote></p><p> \"This appreciation path for the S$NEER policy band will ensure price stability over the medium term while recognising the risks to the economic recovery,\" the MAS said in its statement. It said core inflation is expected to rise to 1–2% next year, and close to 2% in the medium-term.</p><p><blockquote>金管局在声明中表示:“新元NEER政策区间的升值路径将确保中期价格稳定,同时认识到经济复苏的风险。”它表示,预计明年核心通胀率将升至1-2%,中期接近2%。</blockquote></p><p> The Singapore dollar jumped about 0.3% after the announcement to hit a three-week high of S$1.3475 per dollar.</p><p><blockquote>消息公布后,新加坡元上涨约0.3%,触及1美元兑1.3475新元的三周高点。</blockquote></p><p> Eleven of 13 economists polled by Reuters had forecast the MAS would keep its policy unchanged, while only two had expected a slight tightening.</p><p><blockquote>路透社调查的13位经济学家中,有11位预测金管局将维持政策不变,只有两位预计会略有收紧。</blockquote></p><p> \"The economic and inflation assessment sounds definitely more sanguine for 2022 and it looks like they are focusing on cost pressures including labour costs, both domestic and imported,\" said Selena Ling, Head of Treasury Research & Strategy, OCBC Bank.</p><p><blockquote>华侨银行资金研究与策略主管Selena Ling表示:“2022年的经济和通胀评估听起来肯定更加乐观,看起来他们正在关注成本压力,包括国内和进口劳动力成本。”</blockquote></p><p> \"Also surprising is that they have dropped all the caveats about downside risks apart from a brief phrase on the emergence of a vaccine-resistant virus strain or severe global economic stresses.\"</p><p><blockquote>“同样令人惊讶的是,除了关于出现疫苗耐药性病毒株或严重全球经济压力的简短措辞外,他们放弃了所有有关下行风险的警告。”</blockquote></p><p> Separate preliminary data on Thursday showed Singapore's economy grew 6.5% in the third quarter, broadly in line with economists' forecast.</p><p><blockquote>周四公布的另一份初步数据显示,新加坡第三季度经济增长6.5%,基本符合经济学家的预测。</blockquote></p><p> The MAS said GDP growth was expected to be 6–7% this year and register a slower but still-above trend pace in 2022.</p><p><blockquote>MAS表示,预计今年GDP增长为6-7%,2022年增速放缓,但仍高于趋势水平。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSingapore's central bank tightens policy in surprise move<blockquote>新加坡央行出人意料地收紧政策</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-10-14 08:32</span>\n</p>\n</h4>\n</header>\n<article>\n<p>SINGAPORE, Oct 14 (Reuters) - Singapore's central bank unexpectedly tightened its monetary policy on Thursday, saying the move will ensure price stability over the medium-term.</p><p><blockquote>路透新加坡10月14日-新加坡央行周四意外收紧货币政策,称此举将确保中期物价稳定。</blockquote></p><p> The Monetary Authority of Singapore (MAS) manages monetary policy through exchange rate settings, rather than interest rates, letting the Singapore dollar rise or fall against the currencies of its main trading partners within an undisclosed band.</p><p><blockquote>新加坡金融管理局(MAS)通过汇率设置而不是利率来管理货币政策,让新加坡元兑其主要贸易伙伴的货币在一个未披露的区间内上涨或下跌。</blockquote></p><p> It adjusts its policy via three levers: the slope, mid-point and width of the policy band, known as the Nominal Effective Exchange Rate, or S$NEER.</p><p><blockquote>它通过三个杠杆调整政策:政策区间的斜率、中点和宽度,即名义有效汇率,或新元。</blockquote></p><p> The MAS said on Thursday it would raise slightly the slope of the policy band, from zero percent previously. The width of the band and the level at which it is centred will be unchanged, it said.</p><p><blockquote>新加坡金融管理局周四表示,将略微提高政策区间的斜率,此前为零。它说,波段的宽度和中心水平将保持不变。</blockquote></p><p> \"This appreciation path for the S$NEER policy band will ensure price stability over the medium term while recognising the risks to the economic recovery,\" the MAS said in its statement. It said core inflation is expected to rise to 1–2% next year, and close to 2% in the medium-term.</p><p><blockquote>金管局在声明中表示:“新元NEER政策区间的升值路径将确保中期价格稳定,同时认识到经济复苏的风险。”它表示,预计明年核心通胀率将升至1-2%,中期接近2%。</blockquote></p><p> The Singapore dollar jumped about 0.3% after the announcement to hit a three-week high of S$1.3475 per dollar.</p><p><blockquote>消息公布后,新加坡元上涨约0.3%,触及1美元兑1.3475新元的三周高点。</blockquote></p><p> Eleven of 13 economists polled by Reuters had forecast the MAS would keep its policy unchanged, while only two had expected a slight tightening.</p><p><blockquote>路透社调查的13位经济学家中,有11位预测金管局将维持政策不变,只有两位预计会略有收紧。</blockquote></p><p> \"The economic and inflation assessment sounds definitely more sanguine for 2022 and it looks like they are focusing on cost pressures including labour costs, both domestic and imported,\" said Selena Ling, Head of Treasury Research & Strategy, OCBC Bank.</p><p><blockquote>华侨银行资金研究与策略主管Selena Ling表示:“2022年的经济和通胀评估听起来肯定更加乐观,看起来他们正在关注成本压力,包括国内和进口劳动力成本。”</blockquote></p><p> \"Also surprising is that they have dropped all the caveats about downside risks apart from a brief phrase on the emergence of a vaccine-resistant virus strain or severe global economic stresses.\"</p><p><blockquote>“同样令人惊讶的是,除了关于出现疫苗耐药性病毒株或严重全球经济压力的简短措辞外,他们放弃了所有有关下行风险的警告。”</blockquote></p><p> Separate preliminary data on Thursday showed Singapore's economy grew 6.5% in the third quarter, broadly in line with economists' forecast.</p><p><blockquote>周四公布的另一份初步数据显示,新加坡第三季度经济增长6.5%,基本符合经济学家的预测。</blockquote></p><p> The MAS said GDP growth was expected to be 6–7% this year and register a slower but still-above trend pace in 2022.</p><p><blockquote>MAS表示,预计今年GDP增长为6-7%,2022年增速放缓,但仍高于趋势水平。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.reuters.com/world/asia-pacific/singapore-central-bank-tightens-policy-surprise-move-2021-10-14/\">Reuters</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STI.SI":"富时新加坡海峡指数"},"source_url":"https://www.reuters.com/world/asia-pacific/singapore-central-bank-tightens-policy-surprise-move-2021-10-14/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123802574","content_text":"SINGAPORE, Oct 14 (Reuters) - Singapore's central bank unexpectedly tightened its monetary policy on Thursday, saying the move will ensure price stability over the medium-term.\nThe Monetary Authority of Singapore (MAS) manages monetary policy through exchange rate settings, rather than interest rates, letting the Singapore dollar rise or fall against the currencies of its main trading partners within an undisclosed band.\nIt adjusts its policy via three levers: the slope, mid-point and width of the policy band, known as the Nominal Effective Exchange Rate, or S$NEER.\nThe MAS said on Thursday it would raise slightly the slope of the policy band, from zero percent previously. The width of the band and the level at which it is centred will be unchanged, it said.\n\"This appreciation path for the S$NEER policy band will ensure price stability over the medium term while recognising the risks to the economic recovery,\" the MAS said in its statement. It said core inflation is expected to rise to 1–2% next year, and close to 2% in the medium-term.\nThe Singapore dollar jumped about 0.3% after the announcement to hit a three-week high of S$1.3475 per dollar.\nEleven of 13 economists polled by Reuters had forecast the MAS would keep its policy unchanged, while only two had expected a slight tightening.\n\"The economic and inflation assessment sounds definitely more sanguine for 2022 and it looks like they are focusing on cost pressures including labour costs, both domestic and imported,\" said Selena Ling, Head of Treasury Research & Strategy, OCBC Bank.\n\"Also surprising is that they have dropped all the caveats about downside risks apart from a brief phrase on the emergence of a vaccine-resistant virus strain or severe global economic stresses.\"\nSeparate preliminary data on Thursday showed Singapore's economy grew 6.5% in the third quarter, broadly in line with economists' forecast.\nThe MAS said GDP growth was expected to be 6–7% this year and register a slower but still-above trend pace in 2022.","news_type":1,"symbols_score_info":{"STI.SI":0.9}},"isVote":1,"tweetType":1,"viewCount":2150,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":860534769,"gmtCreate":1632187428051,"gmtModify":1632802211887,"author":{"id":"4094824274303910","authorId":"4094824274303910","name":"jochen","avatar":"https://static.tigerbbs.com/5c1f2c08c8fd5f34bc708bc9415c25c1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4094824274303910","idStr":"4094824274303910"},"themes":[],"htmlText":"🙁","listText":"🙁","text":"🙁","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/860534769","repostId":"2169681424","repostType":4,"isVote":1,"tweetType":1,"viewCount":350,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":884044468,"gmtCreate":1631842712054,"gmtModify":1632805844175,"author":{"id":"4094824274303910","authorId":"4094824274303910","name":"jochen","avatar":"https://static.tigerbbs.com/5c1f2c08c8fd5f34bc708bc9415c25c1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4094824274303910","idStr":"4094824274303910"},"themes":[],"htmlText":"🤗","listText":"🤗","text":"🤗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/884044468","repostId":"2168542123","repostType":4,"isVote":1,"tweetType":1,"viewCount":603,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":855675274,"gmtCreate":1635376077421,"gmtModify":1635377492074,"author":{"id":"4094824274303910","authorId":"4094824274303910","name":"jochen","avatar":"https://static.tigerbbs.com/5c1f2c08c8fd5f34bc708bc9415c25c1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4094824274303910","idStr":"4094824274303910"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/855675274","repostId":"2178040924","repostType":4,"isVote":1,"tweetType":1,"viewCount":1576,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":861947461,"gmtCreate":1632451966353,"gmtModify":1632722256774,"author":{"id":"4094824274303910","authorId":"4094824274303910","name":"jochen","avatar":"https://static.tigerbbs.com/5c1f2c08c8fd5f34bc708bc9415c25c1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4094824274303910","idStr":"4094824274303910"},"themes":[],"htmlText":"🐯","listText":"🐯","text":"🐯","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/861947461","repostId":"1137784790","repostType":4,"repost":{"id":"1137784790","kind":"news","pubTimestamp":1632369156,"share":"https://www.laohu8.com/m/news/1137784790?lang=zh_CN&edition=full","pubTime":"2021-09-23 11:52","market":"us","language":"en","title":"5 Stocks to Buy in the September Sell-Off<blockquote>9月抛售中值得买入的5只股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1137784790","media":"Motley Fool","summary":"History has shown that a market sell-off is a great time to add quality companies to your portfolio. Although no one can predict when that will happen, a 10% drop occurs about once every two years. That's why I'm highlighting five high-quality companies to buy if the most recent swoon persists.I can't tell you where Adobe,Markel,Take Two Interactive Software,Vertex Pharmaceuticals, and BostonBeerwill trade next week or next month. But I'm confident they will significantly outperform the market o","content":"<p>History has shown that a market sell-off is a great time to add quality companies to your portfolio. Although no one can predict when that will happen, a 10% drop occurs about once every two years. That's why I'm highlighting five high-quality companies to buy if the most recent swoon persists.</p><p><blockquote>历史表明,市场抛售是将优质公司添加到您的投资组合中的绝佳时机。虽然没有人能预测这种情况何时会发生,但10%的下降大约每两年发生一次。这就是为什么如果最近的低迷持续下去,我会重点介绍五家值得买入的优质公司。</blockquote></p><p> I can't tell you where <b>Adobe</b>(NASDAQ:ADBE),<b>Markel</b>(NYSE:MKL),<b>Take Two Interactive Software</b>(NASDAQ:TTWO),<b>Vertex Pharmaceuticals</b>(NASDAQ:VRTX), and <b>BostonBeer</b>(NYSE:SAM)will trade next week or next month. But I'm confident they will significantly outperform the market over the next three-plus years. Here's why.</p><p><blockquote>我不能告诉你在哪里<b>土坯</b>(纳斯达克:ADBE),<b>马克尔</b>(纽约证券交易所代码:MKL),<b>拿两个互动软件</b>(纳斯达克:TTWO),<b>顶点制药</b>(纳斯达克:VRTX),以及<b>波士顿啤酒</b>(纽约证券交易所代码:SAM)将于下周或下个月交易。但我相信他们在未来三年多的时间里将显着跑赢市场。原因如下。</blockquote></p><p> <h3>Adobe</h3> At a market capitalization of $300 billion, Adobe is one of the largest software companies in the world. Its applications are the backbone of a lot of the content creative professionals produce. Through the years, it has also given them the ability to manage, measure, and monetize their output. The company breaks its results into three categories.</p><p><blockquote><h3>土坯</h3>Adobe的市值为3000亿美元,是全球最大的软件公司之一。它的应用程序是创意专业人士制作的许多内容的支柱。多年来,它还赋予了他们管理、衡量和货币化产出的能力。该公司将其业绩分为三类。</blockquote></p><p> Digital media encompasses the company's creative cloud offering. It's a subscription service that houses applications for virtually anyone creating or delivering content. The digital experience segment is a cloud platform that helps companies deliver the most engaging customer experiences. It provides everything from marketing management and automation to digital commerce and predictive analytics. Finally, its publishing and advertising division contains legacy products in addition to its advertising cloud offerings.</p><p><blockquote>数字媒体包括该公司的创意云产品。这是一种订阅服务,为几乎任何创建或交付内容的人提供应用程序。数字体验部门是一个云平台,帮助公司提供最具吸引力的客户体验。它提供从营销管理和自动化到数字商务和预测分析的一切。最后,除了广告云产品之外,其出版和广告部门还包含遗留产品。</blockquote></p><p> The business has performed amazingly well. Over the past decade, sales and free cash flow have grown 241% and 281%, respectively. Through the first nine months of its fiscal 2021, it posted revenue of $11.7 billion. That was up 24% from the same period last year and 43% over 2019. It carries little debt and its return on invested capital is 33%. That's slightly better than<b>Microsoft</b>.</p><p><blockquote>这项业务表现得非常好。过去十年,销售额和自由现金流分别增长了241%和281%。2021财年前9个月,该公司的收入为117亿美元。这比去年同期增长24%,比2019年增长43%。它几乎没有债务,投资资本回报率为33%。这比稍微好一点<b>微软</b>.</blockquote></p><p> CEO Shantanu Narayen sees strength across the business and believes the digital transformation will power the company's financial performance even while it invests in what it calls \"massive market opportunities.\" There is no question the runway is long. That's why I believe any significant sell-off is a gift to investors. Take advantage if you get it andbuy shares of Adobe.</p><p><blockquote>首席执行官Shantanu Narayen看到了整个业务的实力,并相信数字化转型将推动公司的财务业绩,即使公司投资于其评级的“巨大市场机会”。毫无疑问,跑道很长。这就是为什么我认为任何重大抛售都是给投资者的礼物。如果您获得它并购买Adobe股票,请充分利用它。</blockquote></p><p> <h3>Markel</h3> Markel has been called the \"baby Berkshire\" for its resemblance to <b>Berkshire Hathaway</b>. It is also an insurance company that uses some of its float -- premiums collected on policies that haven't been paid out in claims -- to invest in stocks and buy businesses. It also manages those businesses in a similar way, treating its holding period as forever.</p><p><blockquote><h3>马克尔</h3>马克尔被称为“小伯克希尔”,因为它与<b>伯克希尔哈撒韦</b>它也是一家保险公司,利用其部分流通量——从索赔中未支付的保单中收取的保费——投资股票和收购企业。它也以类似的方式管理这些业务,将其持有期视为永远。</blockquote></p><p> One big difference is that Markel is only a $16.5 billion company. That gives it more flexibility in what it can buy and offers the potential for decades of steady, market-beating returns for shareholders. Want proof? Would it surprise you to find out Markel's stock has outperformed Berkshire Hathaway since 1990? It has.</p><p><blockquote>一个很大的区别是Markel只是一家价值165亿美元的公司。这使其在购买商品方面具有更大的灵活性,并有可能为股东提供数十年稳定、跑赢市场的回报。想要证据吗?如果您发现马克尔的股票自1990年以来表现优于伯克希尔哈撒韦公司,您会感到惊讶吗?是的。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/263e423c73746672c28109121ec6d687\" tg-width=\"720\" tg-height=\"449\" referrerpolicy=\"no-referrer\"><span>MKLDATA BYYCHARTS</span></p><p><blockquote><p class=\"t-img-caption\"><span>MKL数据来自YCharts</span></p></blockquote></p><p> At less than 37 times the size of Warren Buffett's behemoth, Markel still has an almost limitless opportunity to employ the same model. It might not be an exciting technology stock or double your investment over a short time, but it is a proven market-beating company that can add ballast to a portfolio. If you get a chance to add shares during a sell-off, take it.</p><p><blockquote>马克尔的规模还不到沃伦·巴菲特这个庞然大物的37倍,但他仍然有几乎无限的机会采用同样的模式。它可能不是一只令人兴奋的科技股,也不是一只在短时间内让您的投资翻倍,但它是一家经过验证的跑赢市场的公司,可以为投资组合增添压舱石。如果您有机会在抛售期间增持股票,请抓住它。</blockquote></p><p> <h3>Take Two Interactive</h3> Take Two has one of the most popular video game franchises of all time --<i>Grand Theft Auto</i>. As of last year, the fifth installment in the series --<i>GTA V</i>-- was the third-best-selling video game ever. It trailed only<i>Minecraft</i>and<i>Tetris</i>. Want more proof? It took<i>GTA V</i>three days to reach $1 billion in sales. That's more than five times faster than the closest video game, the best-performing<i>Harry Potter</i>movie, and<i>Avatar</i>. And the company has more in its stable.</p><p><blockquote><h3>采取两个互动</h3>Take Two拥有有史以来最受欢迎的电子游戏系列之一--<i>侠盗猎车手</i>截至去年,该系列的第五部--<i>GTA V</i>——是有史以来第三畅销的视频游戏。它只落后了<i>Minecraft</i>和<i>俄罗斯方块</i>.想要更多证据吗?它花了<i>GTA V</i>三天销售额达到10亿美元。这比最接近的、性能最好的视频游戏快五倍以上<i>哈利波特</i>电影,和<i>阿凡达</i>.而且公司还有更多。</blockquote></p><p> Another of its popular games -- the<i>NBA2K</i>series -- is also praised for both its polish and commercial success. But what excites me about Take Two is what those games have in common. They both offer an immersive experience in a virtual world where the possibilities seem endless. As talk of a metaverse becomes more mainstream, the company has already proven it can create engaging virtual worlds where users participate in crafting their own experience, as well as the experience of others. It has set the company apart financially.</p><p><blockquote>它的另一个流行游戏——the<i>NBA 2K</i>系列-也因其波兰和商业上的成功而受到称赞。但Take Two让我兴奋的是这些游戏的共同点。它们都在虚拟世界中提供了身临其境的体验,在虚拟世界中,可能性似乎是无穷无尽的。随着元宇宙的讨论变得越来越主流,该公司已经证明它可以创建引人入胜的虚拟世界,用户可以在其中参与打造自己的体验以及他人的体验。它使公司在财务上脱颖而出。</blockquote></p><p> Since 2012, sales have grown 308%. That compares favorably to<b>Activision Blizzard</b>'s 70% and<b>Electronic Arts</b>' 36%. Of course, those publishers were already more established. Still, it helps highlight why I think Take Two is the game maker to buy in a market sell-off.</p><p><blockquote>自2012年以来,销售额增长了308%。与<b>动视暴雪</b>的70%和<b>电子艺界</b>'36%.当然,那些出版商已经更加成熟了。尽管如此,这有助于强调为什么我认为Take Two是在市场抛售中值得买入的游戏制造商。</blockquote></p><p></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b89d7f36b549065b4545a0fa5c997d02\" tg-width=\"720\" tg-height=\"466\" referrerpolicy=\"no-referrer\"><span>EA REVENUE (ANNUAL)DATA BYYCHARTS</span></p><p><blockquote><p class=\"t-img-caption\"><span>EA收入(年度)数据BYYCHARTS</span></p></blockquote></p><p> <h3>Vertex Pharmaceuticals</h3> Some drugmakers have a portfolio of treatments across many disease areas. Others focus on one type of ailment and work to dominate the space. That's how Vertex has built a market capitalization of $48 billion and annual revenue of $6.7 billion. The company has four approved drugs for cystic fibrosis -- a disease that causes mucus to build up in organs -- and treats roughly half of the 83,000 patients in the U.S., Europe, Australia, and Canada.</p><p><blockquote><h3>顶点制药</h3>一些制药商拥有涵盖许多疾病领域的治疗组合。其他人专注于一种疾病,并努力主导这一领域。这就是Vertex如何建立480亿美元的市值和67亿美元的年收入。该公司拥有四种已获批准的治疗囊性纤维化(一种导致器官粘液积聚的疾病)的药物,并治疗美国、欧洲、澳大利亚和加拿大83,000名患者中的大约一半。</blockquote></p><p> Management believes it can treat an additional 30,000 of those patients by successfully commercializing drugs in markets where it recently gained approval, obtaining approval in new markets, and rolling out its newest CF drug in the U.S. and Europe.</p><p><blockquote>管理层相信,通过在最近获得批准的市场成功实现药物商业化、在新市场获得批准以及在美国和欧洲推出最新的CF药物,它可以治疗另外30,000名患者。</blockquote></p><p> It has also partnered with other biotechs to maintain its position in CF and explore new growth opportunities. It spent $900 million to purchase a controlling interest in CTX001 -- its collaboration with<b>CRISPR Therapeutics</b>-- for treating sickle cell disease and beta thalassemia. The company also has a non-opioid pain treatment, a drug targeting kidney disease, and a stem cell-derived therapy for type 1 diabetes in clinical trials. Vertex also has pre-clinical gene-based programs with<b>Moderna</b>and Arbor Biotechnologies. It's a robust pipeline with a lot of potential.</p><p><blockquote>它还与其他生物技术公司合作,以保持其在CF的地位并探索新的增长机会。它斥资9亿美元购买了CTX001的控股权——它与<b>CRISPR疗法</b>——用于治疗镰状细胞病和β地中海贫血。该公司还有一种非阿片类疼痛治疗方法、一种针对肾脏疾病的药物以及一种针对1型糖尿病的干细胞衍生疗法正在临床试验中。Vertex还拥有临床前基于基因的项目<b>现代</b>和阿伯生物技术公司。这是一个强大的管道,具有很大的潜力。</blockquote></p><p> Despite that, Wall Street isn't giving the company a lot of credit. Itsprice-to-sales ratiois the lowest it has been since 2012 -- the year it began selling its first CF drug. Analysts expect sales to climb this year and next, making the discount even more pronounced. With a strong foundation in CF and so much potential in the pipeline, Vertex Pharmaceuticals might already be a steal.</p><p><blockquote>尽管如此,华尔街并没有给予该公司太多信任。其市销率是自2012年(该公司开始销售第一种CF药物的那一年)以来的最低水平。分析师预计今明两年的销量将攀升,这使得折扣更加明显。凭借强大的CF基础和如此大的潜力,Vertex Pharmaceuticals可能已经是抢手货了。</blockquote></p><p> <h3>Boston Beer</h3> Riding the trends in the alcoholic beverage industry is like being on a rollercoaster. Tastes in the U.S. have shifted over the years with wine, whiskey, hard cider, craft beers, and hard seltzer each taking a turn as the drink of choice. For the most part, Boston Beer has been able to succeed no matter what was in vogue. But it's been an up and down journey for shareholders. The stock has experienced drops of at least 60% three times in the last 20 years.</p><p><blockquote><h3>波士顿啤酒</h3>顺应酒精饮料行业的趋势就像坐过山车一样。多年来,美国人的口味发生了变化,葡萄酒、威士忌、烈性苹果酒、精酿啤酒和烈性苏打水轮流成为首选饮料。在很大程度上,无论什么流行,波士顿啤酒都能取得成功。但对于股东来说,这是一个跌宕起伏的旅程。该股在过去20年中经历了三次至少60%的下跌。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2f60342c3cab8471f9e4dbd370f401b1\" tg-width=\"720\" tg-height=\"433\" referrerpolicy=\"no-referrer\"><span>SAMDATA BYYCHARTS</span></p><p><blockquote><p class=\"t-img-caption\"><span>SAMDATA BYYCHARTS</span></p></blockquote></p><p> It's in one of those slumps now as Truly -- its hard seltzer brand -- underperforms amid an avalanche of competition. After the decline, the stock is offering investors an opportunity they don't get very often. Analysts still expect revenue of $2.16 billion this year. That makes the projected P/S ratio of less than three close to the lowest level since the beginning of 2019.</p><p><blockquote>它现在正处于衰退之中,因为它的硬苏打水品牌在雪崩般的竞争中表现不佳。下跌后,该股为投资者提供了一个他们不常得到的机会。分析师仍预计今年营收为21.6亿美元。这使得预计市盈率低于3,接近2019年初以来的最低水平。</blockquote></p><p> Of course, it could get worse before it gets better. Management slashed its earnings forecast in July and then pulled guidance earlier this month, saying it would incur write-offs and fees associated with the product. As scary as that is, I'm betting Boston Beer will repeat its history of surviving a downturn, finding a new trend, and powering to new all-time highs in the years ahead.</p><p><blockquote>当然,在好转之前,情况可能会变得更糟。管理层在7月份大幅下调了盈利预测,然后在本月早些时候撤回了指引,称这将产生与该产品相关的冲销和费用。尽管这很可怕,但我打赌波士顿啤酒将重复其在经济低迷时期幸存下来、找到新趋势并在未来几年创下历史新高的历史。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>5 Stocks to Buy in the September Sell-Off<blockquote>9月抛售中值得买入的5只股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n5 Stocks to Buy in the September Sell-Off<blockquote>9月抛售中值得买入的5只股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-09-23 11:52</span>\n</p>\n</h4>\n</header>\n<article>\n<p>History has shown that a market sell-off is a great time to add quality companies to your portfolio. Although no one can predict when that will happen, a 10% drop occurs about once every two years. That's why I'm highlighting five high-quality companies to buy if the most recent swoon persists.</p><p><blockquote>历史表明,市场抛售是将优质公司添加到您的投资组合中的绝佳时机。虽然没有人能预测这种情况何时会发生,但10%的下降大约每两年发生一次。这就是为什么如果最近的低迷持续下去,我会重点介绍五家值得买入的优质公司。</blockquote></p><p> I can't tell you where <b>Adobe</b>(NASDAQ:ADBE),<b>Markel</b>(NYSE:MKL),<b>Take Two Interactive Software</b>(NASDAQ:TTWO),<b>Vertex Pharmaceuticals</b>(NASDAQ:VRTX), and <b>BostonBeer</b>(NYSE:SAM)will trade next week or next month. But I'm confident they will significantly outperform the market over the next three-plus years. Here's why.</p><p><blockquote>我不能告诉你在哪里<b>土坯</b>(纳斯达克:ADBE),<b>马克尔</b>(纽约证券交易所代码:MKL),<b>拿两个互动软件</b>(纳斯达克:TTWO),<b>顶点制药</b>(纳斯达克:VRTX),以及<b>波士顿啤酒</b>(纽约证券交易所代码:SAM)将于下周或下个月交易。但我相信他们在未来三年多的时间里将显着跑赢市场。原因如下。</blockquote></p><p> <h3>Adobe</h3> At a market capitalization of $300 billion, Adobe is one of the largest software companies in the world. Its applications are the backbone of a lot of the content creative professionals produce. Through the years, it has also given them the ability to manage, measure, and monetize their output. The company breaks its results into three categories.</p><p><blockquote><h3>土坯</h3>Adobe的市值为3000亿美元,是全球最大的软件公司之一。它的应用程序是创意专业人士制作的许多内容的支柱。多年来,它还赋予了他们管理、衡量和货币化产出的能力。该公司将其业绩分为三类。</blockquote></p><p> Digital media encompasses the company's creative cloud offering. It's a subscription service that houses applications for virtually anyone creating or delivering content. The digital experience segment is a cloud platform that helps companies deliver the most engaging customer experiences. It provides everything from marketing management and automation to digital commerce and predictive analytics. Finally, its publishing and advertising division contains legacy products in addition to its advertising cloud offerings.</p><p><blockquote>数字媒体包括该公司的创意云产品。这是一种订阅服务,为几乎任何创建或交付内容的人提供应用程序。数字体验部门是一个云平台,帮助公司提供最具吸引力的客户体验。它提供从营销管理和自动化到数字商务和预测分析的一切。最后,除了广告云产品之外,其出版和广告部门还包含遗留产品。</blockquote></p><p> The business has performed amazingly well. Over the past decade, sales and free cash flow have grown 241% and 281%, respectively. Through the first nine months of its fiscal 2021, it posted revenue of $11.7 billion. That was up 24% from the same period last year and 43% over 2019. It carries little debt and its return on invested capital is 33%. That's slightly better than<b>Microsoft</b>.</p><p><blockquote>这项业务表现得非常好。过去十年,销售额和自由现金流分别增长了241%和281%。2021财年前9个月,该公司的收入为117亿美元。这比去年同期增长24%,比2019年增长43%。它几乎没有债务,投资资本回报率为33%。这比稍微好一点<b>微软</b>.</blockquote></p><p> CEO Shantanu Narayen sees strength across the business and believes the digital transformation will power the company's financial performance even while it invests in what it calls \"massive market opportunities.\" There is no question the runway is long. That's why I believe any significant sell-off is a gift to investors. Take advantage if you get it andbuy shares of Adobe.</p><p><blockquote>首席执行官Shantanu Narayen看到了整个业务的实力,并相信数字化转型将推动公司的财务业绩,即使公司投资于其评级的“巨大市场机会”。毫无疑问,跑道很长。这就是为什么我认为任何重大抛售都是给投资者的礼物。如果您获得它并购买Adobe股票,请充分利用它。</blockquote></p><p> <h3>Markel</h3> Markel has been called the \"baby Berkshire\" for its resemblance to <b>Berkshire Hathaway</b>. It is also an insurance company that uses some of its float -- premiums collected on policies that haven't been paid out in claims -- to invest in stocks and buy businesses. It also manages those businesses in a similar way, treating its holding period as forever.</p><p><blockquote><h3>马克尔</h3>马克尔被称为“小伯克希尔”,因为它与<b>伯克希尔哈撒韦</b>它也是一家保险公司,利用其部分流通量——从索赔中未支付的保单中收取的保费——投资股票和收购企业。它也以类似的方式管理这些业务,将其持有期视为永远。</blockquote></p><p> One big difference is that Markel is only a $16.5 billion company. That gives it more flexibility in what it can buy and offers the potential for decades of steady, market-beating returns for shareholders. Want proof? Would it surprise you to find out Markel's stock has outperformed Berkshire Hathaway since 1990? It has.</p><p><blockquote>一个很大的区别是Markel只是一家价值165亿美元的公司。这使其在购买商品方面具有更大的灵活性,并有可能为股东提供数十年稳定、跑赢市场的回报。想要证据吗?如果您发现马克尔的股票自1990年以来表现优于伯克希尔哈撒韦公司,您会感到惊讶吗?是的。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/263e423c73746672c28109121ec6d687\" tg-width=\"720\" tg-height=\"449\" referrerpolicy=\"no-referrer\"><span>MKLDATA BYYCHARTS</span></p><p><blockquote><p class=\"t-img-caption\"><span>MKL数据来自YCharts</span></p></blockquote></p><p> At less than 37 times the size of Warren Buffett's behemoth, Markel still has an almost limitless opportunity to employ the same model. It might not be an exciting technology stock or double your investment over a short time, but it is a proven market-beating company that can add ballast to a portfolio. If you get a chance to add shares during a sell-off, take it.</p><p><blockquote>马克尔的规模还不到沃伦·巴菲特这个庞然大物的37倍,但他仍然有几乎无限的机会采用同样的模式。它可能不是一只令人兴奋的科技股,也不是一只在短时间内让您的投资翻倍,但它是一家经过验证的跑赢市场的公司,可以为投资组合增添压舱石。如果您有机会在抛售期间增持股票,请抓住它。</blockquote></p><p> <h3>Take Two Interactive</h3> Take Two has one of the most popular video game franchises of all time --<i>Grand Theft Auto</i>. As of last year, the fifth installment in the series --<i>GTA V</i>-- was the third-best-selling video game ever. It trailed only<i>Minecraft</i>and<i>Tetris</i>. Want more proof? It took<i>GTA V</i>three days to reach $1 billion in sales. That's more than five times faster than the closest video game, the best-performing<i>Harry Potter</i>movie, and<i>Avatar</i>. And the company has more in its stable.</p><p><blockquote><h3>采取两个互动</h3>Take Two拥有有史以来最受欢迎的电子游戏系列之一--<i>侠盗猎车手</i>截至去年,该系列的第五部--<i>GTA V</i>——是有史以来第三畅销的视频游戏。它只落后了<i>Minecraft</i>和<i>俄罗斯方块</i>.想要更多证据吗?它花了<i>GTA V</i>三天销售额达到10亿美元。这比最接近的、性能最好的视频游戏快五倍以上<i>哈利波特</i>电影,和<i>阿凡达</i>.而且公司还有更多。</blockquote></p><p> Another of its popular games -- the<i>NBA2K</i>series -- is also praised for both its polish and commercial success. But what excites me about Take Two is what those games have in common. They both offer an immersive experience in a virtual world where the possibilities seem endless. As talk of a metaverse becomes more mainstream, the company has already proven it can create engaging virtual worlds where users participate in crafting their own experience, as well as the experience of others. It has set the company apart financially.</p><p><blockquote>它的另一个流行游戏——the<i>NBA 2K</i>系列-也因其波兰和商业上的成功而受到称赞。但Take Two让我兴奋的是这些游戏的共同点。它们都在虚拟世界中提供了身临其境的体验,在虚拟世界中,可能性似乎是无穷无尽的。随着元宇宙的讨论变得越来越主流,该公司已经证明它可以创建引人入胜的虚拟世界,用户可以在其中参与打造自己的体验以及他人的体验。它使公司在财务上脱颖而出。</blockquote></p><p> Since 2012, sales have grown 308%. That compares favorably to<b>Activision Blizzard</b>'s 70% and<b>Electronic Arts</b>' 36%. Of course, those publishers were already more established. Still, it helps highlight why I think Take Two is the game maker to buy in a market sell-off.</p><p><blockquote>自2012年以来,销售额增长了308%。与<b>动视暴雪</b>的70%和<b>电子艺界</b>'36%.当然,那些出版商已经更加成熟了。尽管如此,这有助于强调为什么我认为Take Two是在市场抛售中值得买入的游戏制造商。</blockquote></p><p></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b89d7f36b549065b4545a0fa5c997d02\" tg-width=\"720\" tg-height=\"466\" referrerpolicy=\"no-referrer\"><span>EA REVENUE (ANNUAL)DATA BYYCHARTS</span></p><p><blockquote><p class=\"t-img-caption\"><span>EA收入(年度)数据BYYCHARTS</span></p></blockquote></p><p> <h3>Vertex Pharmaceuticals</h3> Some drugmakers have a portfolio of treatments across many disease areas. Others focus on one type of ailment and work to dominate the space. That's how Vertex has built a market capitalization of $48 billion and annual revenue of $6.7 billion. The company has four approved drugs for cystic fibrosis -- a disease that causes mucus to build up in organs -- and treats roughly half of the 83,000 patients in the U.S., Europe, Australia, and Canada.</p><p><blockquote><h3>顶点制药</h3>一些制药商拥有涵盖许多疾病领域的治疗组合。其他人专注于一种疾病,并努力主导这一领域。这就是Vertex如何建立480亿美元的市值和67亿美元的年收入。该公司拥有四种已获批准的治疗囊性纤维化(一种导致器官粘液积聚的疾病)的药物,并治疗美国、欧洲、澳大利亚和加拿大83,000名患者中的大约一半。</blockquote></p><p> Management believes it can treat an additional 30,000 of those patients by successfully commercializing drugs in markets where it recently gained approval, obtaining approval in new markets, and rolling out its newest CF drug in the U.S. and Europe.</p><p><blockquote>管理层相信,通过在最近获得批准的市场成功实现药物商业化、在新市场获得批准以及在美国和欧洲推出最新的CF药物,它可以治疗另外30,000名患者。</blockquote></p><p> It has also partnered with other biotechs to maintain its position in CF and explore new growth opportunities. It spent $900 million to purchase a controlling interest in CTX001 -- its collaboration with<b>CRISPR Therapeutics</b>-- for treating sickle cell disease and beta thalassemia. The company also has a non-opioid pain treatment, a drug targeting kidney disease, and a stem cell-derived therapy for type 1 diabetes in clinical trials. Vertex also has pre-clinical gene-based programs with<b>Moderna</b>and Arbor Biotechnologies. It's a robust pipeline with a lot of potential.</p><p><blockquote>它还与其他生物技术公司合作,以保持其在CF的地位并探索新的增长机会。它斥资9亿美元购买了CTX001的控股权——它与<b>CRISPR疗法</b>——用于治疗镰状细胞病和β地中海贫血。该公司还有一种非阿片类疼痛治疗方法、一种针对肾脏疾病的药物以及一种针对1型糖尿病的干细胞衍生疗法正在临床试验中。Vertex还拥有临床前基于基因的项目<b>现代</b>和阿伯生物技术公司。这是一个强大的管道,具有很大的潜力。</blockquote></p><p> Despite that, Wall Street isn't giving the company a lot of credit. Itsprice-to-sales ratiois the lowest it has been since 2012 -- the year it began selling its first CF drug. Analysts expect sales to climb this year and next, making the discount even more pronounced. With a strong foundation in CF and so much potential in the pipeline, Vertex Pharmaceuticals might already be a steal.</p><p><blockquote>尽管如此,华尔街并没有给予该公司太多信任。其市销率是自2012年(该公司开始销售第一种CF药物的那一年)以来的最低水平。分析师预计今明两年的销量将攀升,这使得折扣更加明显。凭借强大的CF基础和如此大的潜力,Vertex Pharmaceuticals可能已经是抢手货了。</blockquote></p><p> <h3>Boston Beer</h3> Riding the trends in the alcoholic beverage industry is like being on a rollercoaster. Tastes in the U.S. have shifted over the years with wine, whiskey, hard cider, craft beers, and hard seltzer each taking a turn as the drink of choice. For the most part, Boston Beer has been able to succeed no matter what was in vogue. But it's been an up and down journey for shareholders. The stock has experienced drops of at least 60% three times in the last 20 years.</p><p><blockquote><h3>波士顿啤酒</h3>顺应酒精饮料行业的趋势就像坐过山车一样。多年来,美国人的口味发生了变化,葡萄酒、威士忌、烈性苹果酒、精酿啤酒和烈性苏打水轮流成为首选饮料。在很大程度上,无论什么流行,波士顿啤酒都能取得成功。但对于股东来说,这是一个跌宕起伏的旅程。该股在过去20年中经历了三次至少60%的下跌。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2f60342c3cab8471f9e4dbd370f401b1\" tg-width=\"720\" tg-height=\"433\" referrerpolicy=\"no-referrer\"><span>SAMDATA BYYCHARTS</span></p><p><blockquote><p class=\"t-img-caption\"><span>SAMDATA BYYCHARTS</span></p></blockquote></p><p> It's in one of those slumps now as Truly -- its hard seltzer brand -- underperforms amid an avalanche of competition. After the decline, the stock is offering investors an opportunity they don't get very often. Analysts still expect revenue of $2.16 billion this year. That makes the projected P/S ratio of less than three close to the lowest level since the beginning of 2019.</p><p><blockquote>它现在正处于衰退之中,因为它的硬苏打水品牌在雪崩般的竞争中表现不佳。下跌后,该股为投资者提供了一个他们不常得到的机会。分析师仍预计今年营收为21.6亿美元。这使得预计市盈率低于3,接近2019年初以来的最低水平。</blockquote></p><p> Of course, it could get worse before it gets better. Management slashed its earnings forecast in July and then pulled guidance earlier this month, saying it would incur write-offs and fees associated with the product. As scary as that is, I'm betting Boston Beer will repeat its history of surviving a downturn, finding a new trend, and powering to new all-time highs in the years ahead.</p><p><blockquote>当然,在好转之前,情况可能会变得更糟。管理层在7月份大幅下调了盈利预测,然后在本月早些时候撤回了指引,称这将产生与该产品相关的冲销和费用。尽管这很可怕,但我打赌波士顿啤酒将重复其在经济低迷时期幸存下来、找到新趋势并在未来几年创下历史新高的历史。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.fool.com/investing/2021/09/22/5-stocks-to-buy-in-the-september-sell-off/\">Motley Fool</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ADBE":"Adobe","VRTX":"福泰制药","TTWO":"Take-Two Interactive Software","MKL":"Markel Corp","SAM":"波斯顿啤酒"},"source_url":"https://www.fool.com/investing/2021/09/22/5-stocks-to-buy-in-the-september-sell-off/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137784790","content_text":"History has shown that a market sell-off is a great time to add quality companies to your portfolio. Although no one can predict when that will happen, a 10% drop occurs about once every two years. That's why I'm highlighting five high-quality companies to buy if the most recent swoon persists.\nI can't tell you where Adobe(NASDAQ:ADBE),Markel(NYSE:MKL),Take Two Interactive Software(NASDAQ:TTWO),Vertex Pharmaceuticals(NASDAQ:VRTX), and BostonBeer(NYSE:SAM)will trade next week or next month. But I'm confident they will significantly outperform the market over the next three-plus years. Here's why.\nAdobe\nAt a market capitalization of $300 billion, Adobe is one of the largest software companies in the world. Its applications are the backbone of a lot of the content creative professionals produce. Through the years, it has also given them the ability to manage, measure, and monetize their output. The company breaks its results into three categories.\nDigital media encompasses the company's creative cloud offering. It's a subscription service that houses applications for virtually anyone creating or delivering content. The digital experience segment is a cloud platform that helps companies deliver the most engaging customer experiences. It provides everything from marketing management and automation to digital commerce and predictive analytics. Finally, its publishing and advertising division contains legacy products in addition to its advertising cloud offerings.\nThe business has performed amazingly well. Over the past decade, sales and free cash flow have grown 241% and 281%, respectively. Through the first nine months of its fiscal 2021, it posted revenue of $11.7 billion. That was up 24% from the same period last year and 43% over 2019. It carries little debt and its return on invested capital is 33%. That's slightly better thanMicrosoft.\nCEO Shantanu Narayen sees strength across the business and believes the digital transformation will power the company's financial performance even while it invests in what it calls \"massive market opportunities.\" There is no question the runway is long. That's why I believe any significant sell-off is a gift to investors. Take advantage if you get it andbuy shares of Adobe.\nMarkel\nMarkel has been called the \"baby Berkshire\" for its resemblance to Berkshire Hathaway. It is also an insurance company that uses some of its float -- premiums collected on policies that haven't been paid out in claims -- to invest in stocks and buy businesses. It also manages those businesses in a similar way, treating its holding period as forever.\nOne big difference is that Markel is only a $16.5 billion company. That gives it more flexibility in what it can buy and offers the potential for decades of steady, market-beating returns for shareholders. Want proof? Would it surprise you to find out Markel's stock has outperformed Berkshire Hathaway since 1990? It has.\nMKLDATA BYYCHARTS\nAt less than 37 times the size of Warren Buffett's behemoth, Markel still has an almost limitless opportunity to employ the same model. It might not be an exciting technology stock or double your investment over a short time, but it is a proven market-beating company that can add ballast to a portfolio. If you get a chance to add shares during a sell-off, take it.\nTake Two Interactive\nTake Two has one of the most popular video game franchises of all time --Grand Theft Auto. As of last year, the fifth installment in the series --GTA V-- was the third-best-selling video game ever. It trailed onlyMinecraftandTetris. Want more proof? It tookGTA Vthree days to reach $1 billion in sales. That's more than five times faster than the closest video game, the best-performingHarry Pottermovie, andAvatar. And the company has more in its stable.\nAnother of its popular games -- theNBA2Kseries -- is also praised for both its polish and commercial success. But what excites me about Take Two is what those games have in common. They both offer an immersive experience in a virtual world where the possibilities seem endless. As talk of a metaverse becomes more mainstream, the company has already proven it can create engaging virtual worlds where users participate in crafting their own experience, as well as the experience of others. It has set the company apart financially.\nSince 2012, sales have grown 308%. That compares favorably toActivision Blizzard's 70% andElectronic Arts' 36%. Of course, those publishers were already more established. Still, it helps highlight why I think Take Two is the game maker to buy in a market sell-off.\nEA REVENUE (ANNUAL)DATA BYYCHARTS\nVertex Pharmaceuticals\nSome drugmakers have a portfolio of treatments across many disease areas. Others focus on one type of ailment and work to dominate the space. That's how Vertex has built a market capitalization of $48 billion and annual revenue of $6.7 billion. The company has four approved drugs for cystic fibrosis -- a disease that causes mucus to build up in organs -- and treats roughly half of the 83,000 patients in the U.S., Europe, Australia, and Canada.\nManagement believes it can treat an additional 30,000 of those patients by successfully commercializing drugs in markets where it recently gained approval, obtaining approval in new markets, and rolling out its newest CF drug in the U.S. and Europe.\nIt has also partnered with other biotechs to maintain its position in CF and explore new growth opportunities. It spent $900 million to purchase a controlling interest in CTX001 -- its collaboration withCRISPR Therapeutics-- for treating sickle cell disease and beta thalassemia. The company also has a non-opioid pain treatment, a drug targeting kidney disease, and a stem cell-derived therapy for type 1 diabetes in clinical trials. Vertex also has pre-clinical gene-based programs withModernaand Arbor Biotechnologies. It's a robust pipeline with a lot of potential.\nDespite that, Wall Street isn't giving the company a lot of credit. Itsprice-to-sales ratiois the lowest it has been since 2012 -- the year it began selling its first CF drug. Analysts expect sales to climb this year and next, making the discount even more pronounced. With a strong foundation in CF and so much potential in the pipeline, Vertex Pharmaceuticals might already be a steal.\nBoston Beer\nRiding the trends in the alcoholic beverage industry is like being on a rollercoaster. Tastes in the U.S. have shifted over the years with wine, whiskey, hard cider, craft beers, and hard seltzer each taking a turn as the drink of choice. For the most part, Boston Beer has been able to succeed no matter what was in vogue. But it's been an up and down journey for shareholders. The stock has experienced drops of at least 60% three times in the last 20 years.\nSAMDATA BYYCHARTS\nIt's in one of those slumps now as Truly -- its hard seltzer brand -- underperforms amid an avalanche of competition. After the decline, the stock is offering investors an opportunity they don't get very often. Analysts still expect revenue of $2.16 billion this year. That makes the projected P/S ratio of less than three close to the lowest level since the beginning of 2019.\nOf course, it could get worse before it gets better. Management slashed its earnings forecast in July and then pulled guidance earlier this month, saying it would incur write-offs and fees associated with the product. As scary as that is, I'm betting Boston Beer will repeat its history of surviving a downturn, finding a new trend, and powering to new all-time highs in the years ahead.","news_type":1,"symbols_score_info":{"ADBE":0.9,"TTWO":0.9,"MKL":0.9,"VRTX":0.9,"SAM":0.9}},"isVote":1,"tweetType":1,"viewCount":637,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":884765552,"gmtCreate":1631935132576,"gmtModify":1632805224439,"author":{"id":"4094824274303910","authorId":"4094824274303910","name":"jochen","avatar":"https://static.tigerbbs.com/5c1f2c08c8fd5f34bc708bc9415c25c1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4094824274303910","idStr":"4094824274303910"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/884765552","repostId":"1171558890","repostType":4,"repost":{"id":"1171558890","kind":"news","pubTimestamp":1631921912,"share":"https://www.laohu8.com/m/news/1171558890?lang=zh_CN&edition=full","pubTime":"2021-09-18 07:38","market":"us","language":"en","title":"US IPO Week Ahead: Software, consumer products, and payment tech lead a diverse 14 IPO week<blockquote>美国IPO周:软件、消费品和支付技术引领多元化14周IPO周</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1171558890","media":"renaissancecap...","summary":"Summer may be over, but the IPO market is just heating up as 14 IPOs are slated to raise $5.3 billio","content":"<p>Summer may be over, but the IPO market is just heating up as 14 IPOs are slated to raise $5.3 billion in the week ahead. The diverse group includes software, consumer products, payment technology, and more.</p><p><blockquote>夏季可能已经结束,但IPO市场刚刚升温,未来一周将有14起IPO筹集53亿美元。多元化的群体包括软件、消费品、支付技术等等。</blockquote></p><p> The largest deal of the week,<b>Freshworks</b>(FRSH) plans to raise $855 million at a $9.6 billion market cap. The company’s core product is its customer support software, and it also offers IT service management software and a nascent competitor to CRM solutions. While losses are expected to increase with S&M spending, Freshworks has delivered solid growth and 100%+ net dollar-based revenue retention as of 6/30/21.</p><p><blockquote>本周最大的交易,<b>Freshworks</b>(FRSH)计划以96亿美元的市值筹集8.55亿美元。该公司的核心产品是其客户支持软件,它还提供IT服务管理软件和CRM解决方案的新兴竞争对手。虽然亏损预计会随着S&M支出的增加而增加,但截至2011年6月30日,Freshworks实现了稳健的增长和100%以上的净美元收入保留率。</blockquote></p><p> Canadian consumer products company <b>Knowlton Development</b>(KDC) plans to raise $800 million at a $3.1 billion market cap. Over the past three years, Knowlton has been responsible for co-developing 9,000+ products across a variety of categories, and its products are sold by its brand partners in 70+ countries. Despite using offering proceeds to pay down debt, Knowlton will be leveraged post-IPO.</p><p><blockquote>加拿大消费品公司<b>诺尔顿发展</b>(KDC)计划以31亿美元的市值筹集8亿美元。在过去的三年里,Knowlton负责共同开发了9,000多种产品,其产品由70多个国家的品牌合作伙伴销售。尽管诺尔顿将使用发行收益来偿还债务,但IPO后仍将发挥杠杆作用。</blockquote></p><p> Restaurant payment processor <b>Toast</b>(TOST) plans to raise $685 million at a $17.9 billion market cap. Toast provides a suite of integrated payment and software solutions that are designed to streamline restaurant operations. The company grew ARR over 100% in the 1H21, though it has historically been unprofitable, and growth could slow as tailwinds from restaurants reopening abate.</p><p><blockquote>餐厅支付处理器<b>吐司</b>(TOST)计划以179亿美元的市值筹集6.85亿美元。Toast提供一套集成支付和软件解决方案,旨在简化餐厅运营。该公司在2021年上半年的ARR增长率超过100%,尽管它历来没有盈利,而且随着餐厅重新开业的推动力减弱,增长可能会放缓。</blockquote></p><p> Global money transfer firm <b>Remitly Global</b>(RELY) plans to raise $487 million at a $7.5 billion market cap. Remitly provides digital financial services for immigrants and their families in over 135 countries, and it has expanded its core cross-border remittance product to over 1,700 corridors worldwide. The company has demonstrated growth and margin improvement, though it remains unprofitable.</p><p><blockquote>全球汇款公司<b>全球汇款</b>(RELY)计划以75亿美元的市值筹集4.87亿美元。Remitly为超过135个国家的移民及其家人提供数字金融服务,并已将其核心跨境汇款产品扩展到全球1,700多个走廊。该公司已实现增长和利润率提高,但仍未盈利。</blockquote></p><p> Software firm <b>Clearwater Analytics</b>(CWAN) plans to raise $450 million at a $3.7 billion market cap. Clearwater provides its 1,000+ clients with cloud-native software that allows them to simplify their investment accounting operations, and the company has a 100% recurring revenue model. A new investor and certain existing shareholders intend to purchase $150 million worth of shares in the IPO.</p><p><blockquote>软件公司<b>清水分析</b>(CWAN)计划以37亿美元的市值筹集4.5亿美元。Clearwater为其1,000多家客户提供云原生软件,使他们能够简化投资会计操作,并且该公司拥有100%的经常性收入模式。一位新投资者和某些现有股东打算在IPO中购买价值1.5亿美元的股票。</blockquote></p><p> Food company <b>Sovos Brands</b>(SOVO) plans to raise $350 million at a $1.5 billion market cap. Formed by Advent International, Sovos Brands offers a select group of acquired premium food brands. According to the company, its largest brand of products, Rao's, included the #1 selling SKU in the pasta and pizza sauce category. Profitable with solid growth, Sovos will be leveraged post-IPO.</p><p><blockquote>食品公司<b>索沃斯品牌</b>(SOVO)计划以15亿美元的市值筹集3.5亿美元。Sovos Brands由Advent International组建,提供一组精选的收购优质食品品牌。据该公司称,其最大的产品品牌Rao’s是意大利面和披萨酱类别中销量第一的SKU。Sovos盈利稳健增长,IPO后将发挥杠杆作用。</blockquote></p><p> Customer engagement software provider <b>EngageSmart</b>(ESMT) plans to raise $349 million at a $4.1 billion market cap. The company provides software that simplifies online workflows like paperless billing, electronic payment processing, scheduling, and client communication. While growth may slow post-pandemic, EngageSmart has a sticky customer based and a long track record of profitability.</p><p><blockquote>客户参与软件提供商<b>参与智能</b>(ESMT)计划以41亿美元的市值筹集3.49亿美元。该公司提供简化在线工作流程的软件,如无纸化计费、电子支付处理、日程安排和客户沟通。虽然大流行后增长可能会放缓,但EngageSmart拥有粘性客户群和长期的盈利记录。</blockquote></p><p> Hiring solutions provider <b>Sterling Check</b>(STER) plans to raise $300 million at a $2.1 billion market cap. Sterling is one of the leading US providers of background checks for corporate and government customers. The company serves more than 50% of the Fortune 100, often with exclusive contracts, though it operates in a highly competitive market.</p><p><blockquote>招聘解决方案提供商<b>英镑支票</b>(STER)计划以21亿美元的市值筹集3亿美元。Sterling是美国领先的企业和政府客户背景调查提供商之一。尽管该公司在竞争激烈的市场中运营,但该公司为超过50%的财富100强企业提供服务,通常签订独家合同。</blockquote></p><p> Jewelry retailer <b>Brilliant Earth Group</b>(BRLT) plans to raise $250 million at a $1.4 billion. Brilliant Earth is a digital-first jewelry company and a global leader in ethically sourced fine jewelry. The company has sold to consumers in all US states and over 50 countries, and has served over 370,000 customers through its e-commerce platform and 13 showrooms.</p><p><blockquote>珠宝零售商<b>辉煌地球集团</b>(BRLT)计划以14亿澳元筹集2.5亿美元。Brilliant Earth是一家数字优先的珠宝公司,也是道德采购高级珠宝的全球领导者。该公司已向美国所有州和50多个国家的消费者销售产品,并通过其电子商务平台和13个展厅为超过370,000名客户提供服务。</blockquote></p><p> Online fashion platform <b>a.k.a. Brands</b>(AKA) plans to raise $250 million at a $2.3 billion market cap. a.k.a. acquires digitally-focused fashion brands oriented toward millennial and Gen Z consumers, starting with its acquisition of Princess Polly in 2018. The company has successfully expanded Princess Polly and has a long runway to grow its brands in the US, but its M&A strategy carries execution risk.</p><p><blockquote>线上时尚平台<b>又名品牌</b>(AKA)计划以23亿美元的市值筹集2.5亿美元。a.k.a.从2018年收购Princess Polly开始,收购面向千禧一代和Z世代消费者的数字化时尚品牌。该公司已经成功扩张了波利公主,并且在美国发展品牌还有很长的路要走,但其并购战略存在执行风险。</blockquote></p><p> COVID-19 test maker <b>Cue Health</b>(HLTH) plans to raise $200 million at a $2.4 billion market cap. Cue’s first commercially available diagnostic test for use with its Cue Health Monitoring System is its COVID-19 Test Kit, which has been authorized by two EUAs. Cue has five additional Test Kits in late-stage technical development, for which it expects to begin seeking FDA authorization or clearance in the 2H22.</p><p><blockquote>COVID-19测试制造商<b>提示健康</b>(HLTH)计划以24亿美元的市值筹集2亿美元。Cue首个用于其Cue健康监测系统的商用诊断测试是其COVID-19检测试剂盒,该试剂盒已获得两个EUA的授权。Cue还有另外五个测试套件处于后期技术开发阶段,预计将于2022年下半年开始寻求FDA授权或批准。</blockquote></p><p></p><p> London-listed crypto mining company <b>Argo Blockchain</b>(ARBK) plans to raise $138 million at an $855 million market cap. Argo states that it is a leading blockchain technology company focused on large-scale mining of Bitcoin and other cryptocurrencies. Argo has a fleet of more than 21,000 purpose-built computers (mining machines) and can generate more than 1,075 petahash per second.</p><p><blockquote>伦敦上市的加密货币挖矿公司<b>Argo区块链</b>(ARBK)计划以8.55亿美元的市值筹集1.38亿美元。Argo表示,它是一家领先的区块链技术公司,专注于比特币和其他加密货币的大规模挖掘。Argo拥有超过21,000台专用计算机(矿机),每秒可生成超过1,075 petahash。</blockquote></p><p> Personalized supplements seller <b>Thorne Healthtech</b>(THRN) plans to raise $126 million at an $892 million market cap. The company’s vertically integrated brands, Thorne and Onegevity, provide actionable insights and personalized data, products, and services. Profitable with strong growth, Thorne has a base of more than 3 million customers.</p><p><blockquote>个性化补充剂卖家<b>索恩健康科技</b>(THRN)计划以8.92亿美元的市值筹集1.26亿美元。该公司的垂直整合品牌Thorne和Onegevity提供可操作的见解和个性化数据、产品和服务。Thorne盈利强劲增长,拥有超过300万客户群。</blockquote></p><p> Canadian bank <b>VersaBank</b>(VBNK) plans to raise $50 million at a $269 million market cap. VersaBank is a Canadian Schedule I chartered bank and states that it is one of the world's first fully digital financial institutions. As of July 31, 2021, VersaBank had $1.8 billion in assets, $1.6 billion in loans, $1.5 billion in deposits, and $202 million in stockholders' equity.</p><p><blockquote>加拿大银行<b>VersaBank</b>(VBNK)计划以2.69亿美元的市值筹集5000万美元。VersaBank是加拿大附表一特许银行,并表示它是世界上首批完全数字化的金融机构之一。截至2021年7月31日,VersaBank拥有18亿美元资产、16亿美元贷款、15亿美元存款和2.02亿美元股东权益。</blockquote></p><p></p>","source":"lsy1619493174116","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US IPO Week Ahead: Software, consumer products, and payment tech lead a diverse 14 IPO week<blockquote>美国IPO周:软件、消费品和支付技术引领多元化14周IPO周</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS IPO Week Ahead: Software, consumer products, and payment tech lead a diverse 14 IPO week<blockquote>美国IPO周:软件、消费品和支付技术引领多元化14周IPO周</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">renaissancecap...</strong><span class=\"h-time small\">2021-09-18 07:38</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Summer may be over, but the IPO market is just heating up as 14 IPOs are slated to raise $5.3 billion in the week ahead. The diverse group includes software, consumer products, payment technology, and more.</p><p><blockquote>夏季可能已经结束,但IPO市场刚刚升温,未来一周将有14起IPO筹集53亿美元。多元化的群体包括软件、消费品、支付技术等等。</blockquote></p><p> The largest deal of the week,<b>Freshworks</b>(FRSH) plans to raise $855 million at a $9.6 billion market cap. The company’s core product is its customer support software, and it also offers IT service management software and a nascent competitor to CRM solutions. While losses are expected to increase with S&M spending, Freshworks has delivered solid growth and 100%+ net dollar-based revenue retention as of 6/30/21.</p><p><blockquote>本周最大的交易,<b>Freshworks</b>(FRSH)计划以96亿美元的市值筹集8.55亿美元。该公司的核心产品是其客户支持软件,它还提供IT服务管理软件和CRM解决方案的新兴竞争对手。虽然亏损预计会随着S&M支出的增加而增加,但截至2011年6月30日,Freshworks实现了稳健的增长和100%以上的净美元收入保留率。</blockquote></p><p> Canadian consumer products company <b>Knowlton Development</b>(KDC) plans to raise $800 million at a $3.1 billion market cap. Over the past three years, Knowlton has been responsible for co-developing 9,000+ products across a variety of categories, and its products are sold by its brand partners in 70+ countries. Despite using offering proceeds to pay down debt, Knowlton will be leveraged post-IPO.</p><p><blockquote>加拿大消费品公司<b>诺尔顿发展</b>(KDC)计划以31亿美元的市值筹集8亿美元。在过去的三年里,Knowlton负责共同开发了9,000多种产品,其产品由70多个国家的品牌合作伙伴销售。尽管诺尔顿将使用发行收益来偿还债务,但IPO后仍将发挥杠杆作用。</blockquote></p><p> Restaurant payment processor <b>Toast</b>(TOST) plans to raise $685 million at a $17.9 billion market cap. Toast provides a suite of integrated payment and software solutions that are designed to streamline restaurant operations. The company grew ARR over 100% in the 1H21, though it has historically been unprofitable, and growth could slow as tailwinds from restaurants reopening abate.</p><p><blockquote>餐厅支付处理器<b>吐司</b>(TOST)计划以179亿美元的市值筹集6.85亿美元。Toast提供一套集成支付和软件解决方案,旨在简化餐厅运营。该公司在2021年上半年的ARR增长率超过100%,尽管它历来没有盈利,而且随着餐厅重新开业的推动力减弱,增长可能会放缓。</blockquote></p><p> Global money transfer firm <b>Remitly Global</b>(RELY) plans to raise $487 million at a $7.5 billion market cap. Remitly provides digital financial services for immigrants and their families in over 135 countries, and it has expanded its core cross-border remittance product to over 1,700 corridors worldwide. The company has demonstrated growth and margin improvement, though it remains unprofitable.</p><p><blockquote>全球汇款公司<b>全球汇款</b>(RELY)计划以75亿美元的市值筹集4.87亿美元。Remitly为超过135个国家的移民及其家人提供数字金融服务,并已将其核心跨境汇款产品扩展到全球1,700多个走廊。该公司已实现增长和利润率提高,但仍未盈利。</blockquote></p><p> Software firm <b>Clearwater Analytics</b>(CWAN) plans to raise $450 million at a $3.7 billion market cap. Clearwater provides its 1,000+ clients with cloud-native software that allows them to simplify their investment accounting operations, and the company has a 100% recurring revenue model. A new investor and certain existing shareholders intend to purchase $150 million worth of shares in the IPO.</p><p><blockquote>软件公司<b>清水分析</b>(CWAN)计划以37亿美元的市值筹集4.5亿美元。Clearwater为其1,000多家客户提供云原生软件,使他们能够简化投资会计操作,并且该公司拥有100%的经常性收入模式。一位新投资者和某些现有股东打算在IPO中购买价值1.5亿美元的股票。</blockquote></p><p> Food company <b>Sovos Brands</b>(SOVO) plans to raise $350 million at a $1.5 billion market cap. Formed by Advent International, Sovos Brands offers a select group of acquired premium food brands. According to the company, its largest brand of products, Rao's, included the #1 selling SKU in the pasta and pizza sauce category. Profitable with solid growth, Sovos will be leveraged post-IPO.</p><p><blockquote>食品公司<b>索沃斯品牌</b>(SOVO)计划以15亿美元的市值筹集3.5亿美元。Sovos Brands由Advent International组建,提供一组精选的收购优质食品品牌。据该公司称,其最大的产品品牌Rao’s是意大利面和披萨酱类别中销量第一的SKU。Sovos盈利稳健增长,IPO后将发挥杠杆作用。</blockquote></p><p> Customer engagement software provider <b>EngageSmart</b>(ESMT) plans to raise $349 million at a $4.1 billion market cap. The company provides software that simplifies online workflows like paperless billing, electronic payment processing, scheduling, and client communication. While growth may slow post-pandemic, EngageSmart has a sticky customer based and a long track record of profitability.</p><p><blockquote>客户参与软件提供商<b>参与智能</b>(ESMT)计划以41亿美元的市值筹集3.49亿美元。该公司提供简化在线工作流程的软件,如无纸化计费、电子支付处理、日程安排和客户沟通。虽然大流行后增长可能会放缓,但EngageSmart拥有粘性客户群和长期的盈利记录。</blockquote></p><p> Hiring solutions provider <b>Sterling Check</b>(STER) plans to raise $300 million at a $2.1 billion market cap. Sterling is one of the leading US providers of background checks for corporate and government customers. The company serves more than 50% of the Fortune 100, often with exclusive contracts, though it operates in a highly competitive market.</p><p><blockquote>招聘解决方案提供商<b>英镑支票</b>(STER)计划以21亿美元的市值筹集3亿美元。Sterling是美国领先的企业和政府客户背景调查提供商之一。尽管该公司在竞争激烈的市场中运营,但该公司为超过50%的财富100强企业提供服务,通常签订独家合同。</blockquote></p><p> Jewelry retailer <b>Brilliant Earth Group</b>(BRLT) plans to raise $250 million at a $1.4 billion. Brilliant Earth is a digital-first jewelry company and a global leader in ethically sourced fine jewelry. The company has sold to consumers in all US states and over 50 countries, and has served over 370,000 customers through its e-commerce platform and 13 showrooms.</p><p><blockquote>珠宝零售商<b>辉煌地球集团</b>(BRLT)计划以14亿澳元筹集2.5亿美元。Brilliant Earth是一家数字优先的珠宝公司,也是道德采购高级珠宝的全球领导者。该公司已向美国所有州和50多个国家的消费者销售产品,并通过其电子商务平台和13个展厅为超过370,000名客户提供服务。</blockquote></p><p> Online fashion platform <b>a.k.a. Brands</b>(AKA) plans to raise $250 million at a $2.3 billion market cap. a.k.a. acquires digitally-focused fashion brands oriented toward millennial and Gen Z consumers, starting with its acquisition of Princess Polly in 2018. The company has successfully expanded Princess Polly and has a long runway to grow its brands in the US, but its M&A strategy carries execution risk.</p><p><blockquote>线上时尚平台<b>又名品牌</b>(AKA)计划以23亿美元的市值筹集2.5亿美元。a.k.a.从2018年收购Princess Polly开始,收购面向千禧一代和Z世代消费者的数字化时尚品牌。该公司已经成功扩张了波利公主,并且在美国发展品牌还有很长的路要走,但其并购战略存在执行风险。</blockquote></p><p> COVID-19 test maker <b>Cue Health</b>(HLTH) plans to raise $200 million at a $2.4 billion market cap. Cue’s first commercially available diagnostic test for use with its Cue Health Monitoring System is its COVID-19 Test Kit, which has been authorized by two EUAs. Cue has five additional Test Kits in late-stage technical development, for which it expects to begin seeking FDA authorization or clearance in the 2H22.</p><p><blockquote>COVID-19测试制造商<b>提示健康</b>(HLTH)计划以24亿美元的市值筹集2亿美元。Cue首个用于其Cue健康监测系统的商用诊断测试是其COVID-19检测试剂盒,该试剂盒已获得两个EUA的授权。Cue还有另外五个测试套件处于后期技术开发阶段,预计将于2022年下半年开始寻求FDA授权或批准。</blockquote></p><p></p><p> London-listed crypto mining company <b>Argo Blockchain</b>(ARBK) plans to raise $138 million at an $855 million market cap. Argo states that it is a leading blockchain technology company focused on large-scale mining of Bitcoin and other cryptocurrencies. Argo has a fleet of more than 21,000 purpose-built computers (mining machines) and can generate more than 1,075 petahash per second.</p><p><blockquote>伦敦上市的加密货币挖矿公司<b>Argo区块链</b>(ARBK)计划以8.55亿美元的市值筹集1.38亿美元。Argo表示,它是一家领先的区块链技术公司,专注于比特币和其他加密货币的大规模挖掘。Argo拥有超过21,000台专用计算机(矿机),每秒可生成超过1,075 petahash。</blockquote></p><p> Personalized supplements seller <b>Thorne Healthtech</b>(THRN) plans to raise $126 million at an $892 million market cap. The company’s vertically integrated brands, Thorne and Onegevity, provide actionable insights and personalized data, products, and services. Profitable with strong growth, Thorne has a base of more than 3 million customers.</p><p><blockquote>个性化补充剂卖家<b>索恩健康科技</b>(THRN)计划以8.92亿美元的市值筹集1.26亿美元。该公司的垂直整合品牌Thorne和Onegevity提供可操作的见解和个性化数据、产品和服务。Thorne盈利强劲增长,拥有超过300万客户群。</blockquote></p><p> Canadian bank <b>VersaBank</b>(VBNK) plans to raise $50 million at a $269 million market cap. VersaBank is a Canadian Schedule I chartered bank and states that it is one of the world's first fully digital financial institutions. As of July 31, 2021, VersaBank had $1.8 billion in assets, $1.6 billion in loans, $1.5 billion in deposits, and $202 million in stockholders' equity.</p><p><blockquote>加拿大银行<b>VersaBank</b>(VBNK)计划以2.69亿美元的市值筹集5000万美元。VersaBank是加拿大附表一特许银行,并表示它是世界上首批完全数字化的金融机构之一。截至2021年7月31日,VersaBank拥有18亿美元资产、16亿美元贷款、15亿美元存款和2.02亿美元股东权益。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.renaissancecapital.com/IPO-Center/News/86272/US-IPO-Week-Ahead-Software-consumer-products-and-payment-tech-lead-a-divers\">renaissancecap...</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AKA":"a.k.a. Brands Holding Corp.","THRN":"Thorne Healthtech","STER":"Sterling Check Corp.","HLTH":"Cue Health Inc.","BRLT":"Brilliant Earth Group, Inc.","SOVO":"Sovos Brands, Inc.","FRSH":"Freshworks","RELY":"Remitly Global, Inc.","TOST":"Toast, Inc.","CWAN":"Clearwater Analytics Holdings, Inc.","ARBK":"Argo Blockchain Plc","ESMT":"EngageSmart Inc."},"source_url":"https://www.renaissancecapital.com/IPO-Center/News/86272/US-IPO-Week-Ahead-Software-consumer-products-and-payment-tech-lead-a-divers","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171558890","content_text":"Summer may be over, but the IPO market is just heating up as 14 IPOs are slated to raise $5.3 billion in the week ahead. The diverse group includes software, consumer products, payment technology, and more.\nThe largest deal of the week,Freshworks(FRSH) plans to raise $855 million at a $9.6 billion market cap. The company’s core product is its customer support software, and it also offers IT service management software and a nascent competitor to CRM solutions. While losses are expected to increase with S&M spending, Freshworks has delivered solid growth and 100%+ net dollar-based revenue retention as of 6/30/21.\nCanadian consumer products company Knowlton Development(KDC) plans to raise $800 million at a $3.1 billion market cap. Over the past three years, Knowlton has been responsible for co-developing 9,000+ products across a variety of categories, and its products are sold by its brand partners in 70+ countries. Despite using offering proceeds to pay down debt, Knowlton will be leveraged post-IPO.\nRestaurant payment processor Toast(TOST) plans to raise $685 million at a $17.9 billion market cap. Toast provides a suite of integrated payment and software solutions that are designed to streamline restaurant operations. The company grew ARR over 100% in the 1H21, though it has historically been unprofitable, and growth could slow as tailwinds from restaurants reopening abate.\nGlobal money transfer firm Remitly Global(RELY) plans to raise $487 million at a $7.5 billion market cap. Remitly provides digital financial services for immigrants and their families in over 135 countries, and it has expanded its core cross-border remittance product to over 1,700 corridors worldwide. The company has demonstrated growth and margin improvement, though it remains unprofitable.\nSoftware firm Clearwater Analytics(CWAN) plans to raise $450 million at a $3.7 billion market cap. Clearwater provides its 1,000+ clients with cloud-native software that allows them to simplify their investment accounting operations, and the company has a 100% recurring revenue model. A new investor and certain existing shareholders intend to purchase $150 million worth of shares in the IPO.\nFood company Sovos Brands(SOVO) plans to raise $350 million at a $1.5 billion market cap. Formed by Advent International, Sovos Brands offers a select group of acquired premium food brands. According to the company, its largest brand of products, Rao's, included the #1 selling SKU in the pasta and pizza sauce category. Profitable with solid growth, Sovos will be leveraged post-IPO.\nCustomer engagement software provider EngageSmart(ESMT) plans to raise $349 million at a $4.1 billion market cap. The company provides software that simplifies online workflows like paperless billing, electronic payment processing, scheduling, and client communication. While growth may slow post-pandemic, EngageSmart has a sticky customer based and a long track record of profitability.\nHiring solutions provider Sterling Check(STER) plans to raise $300 million at a $2.1 billion market cap. Sterling is one of the leading US providers of background checks for corporate and government customers. The company serves more than 50% of the Fortune 100, often with exclusive contracts, though it operates in a highly competitive market.\nJewelry retailer Brilliant Earth Group(BRLT) plans to raise $250 million at a $1.4 billion. Brilliant Earth is a digital-first jewelry company and a global leader in ethically sourced fine jewelry. The company has sold to consumers in all US states and over 50 countries, and has served over 370,000 customers through its e-commerce platform and 13 showrooms.\nOnline fashion platform a.k.a. Brands(AKA) plans to raise $250 million at a $2.3 billion market cap. a.k.a. acquires digitally-focused fashion brands oriented toward millennial and Gen Z consumers, starting with its acquisition of Princess Polly in 2018. The company has successfully expanded Princess Polly and has a long runway to grow its brands in the US, but its M&A strategy carries execution risk.\nCOVID-19 test maker Cue Health(HLTH) plans to raise $200 million at a $2.4 billion market cap. Cue’s first commercially available diagnostic test for use with its Cue Health Monitoring System is its COVID-19 Test Kit, which has been authorized by two EUAs. Cue has five additional Test Kits in late-stage technical development, for which it expects to begin seeking FDA authorization or clearance in the 2H22.\nLondon-listed crypto mining company Argo Blockchain(ARBK) plans to raise $138 million at an $855 million market cap. Argo states that it is a leading blockchain technology company focused on large-scale mining of Bitcoin and other cryptocurrencies. Argo has a fleet of more than 21,000 purpose-built computers (mining machines) and can generate more than 1,075 petahash per second.\nPersonalized supplements seller Thorne Healthtech(THRN) plans to raise $126 million at an $892 million market cap. The company’s vertically integrated brands, Thorne and Onegevity, provide actionable insights and personalized data, products, and services. Profitable with strong growth, Thorne has a base of more than 3 million customers.\nCanadian bank VersaBank(VBNK) plans to raise $50 million at a $269 million market cap. VersaBank is a Canadian Schedule I chartered bank and states that it is one of the world's first fully digital financial institutions. As of July 31, 2021, VersaBank had $1.8 billion in assets, $1.6 billion in loans, $1.5 billion in deposits, and $202 million in stockholders' equity.","news_type":1,"symbols_score_info":{"ARBK":0.9,"TOST":0.9,"BRLT":0.9,"CWAN":0.9,"ESMT":0.9,"RELY":0.9,"SOVO":0.9,"AKA":0.9,"THRN":0.9,"KDC":0.9,"STER":0.9,"FRSH":0.9,"HLTH":0.9}},"isVote":1,"tweetType":1,"viewCount":418,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}