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- rusticrustic
  ·2022-01-01
  Pls like
  非常抱歉，此主贴已删除
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- rusticrustic
  ·2021-12-31
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- rusticrustic
  ·2021-12-30
  Pls help like
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- rusticrustic
  ·2021-12-29
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- rusticrustic
  ·2021-12-28
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  Grab stock climbed more than 3% in premarket trading<blockquote>Grab股价在盘前交易中上涨超过3%</blockquote>
  Grab stock climbed more than 3% in premarket trading Tuesday after falling more than 3% yesterday.
  Grab stock climbed more than 3% in premarket trading<blockquote>Grab股价在盘前交易中上涨超过3%</blockquote>
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- rusticrustic
  ·2021-12-27
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  3 Top Renewable Energy Stocks for 2022<blockquote>2022年3只顶级可再生能源股票</blockquote>
  Key Points SunPower is well-positioned to ride the wave of growth in residential solar. Atlantica S
  3 Top Renewable Energy Stocks for 2022<blockquote>2022年3只顶级可再生能源股票</blockquote>
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- rusticrustic
  ·2021-12-26
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- rusticrustic
  ·2021-12-23
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- rusticrustic
  ·2021-12-17
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- rusticrustic
  ·2021-12-17
  Wait for the crash
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热议股票

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It became the largest-ever company to close a SPAC merger and go public.</p><p><blockquote>Grab在与空白支票公司Altimeter Growth Corp.达成交易后在纳斯达克首次亮相，该公司估值接近400亿美元。它成为有史以来完成SPAC合并并上市的最大公司。</blockquote></p><p> But shares fell more than 20% from $13.06 to $8.75 a piece in the first day of trading. Since then, the stock has fallen another 16%.</p><p><blockquote>但股价在首日交易中下跌超过20%，从每股13.06美元跌至8.75美元。此后，该股又下跌了16%。</blockquote></p><p> Still, JPMorgan likes the stock and said the company has a “superior regional superapp” and multiple opportunities for “multi-year growth.” The investment bank said that Grab’s regional leadership in Southeast Asia is driven by a highly scalable and localized platform that is underpinned by its proprietary technology.</p><p><blockquote>尽管如此，摩根大通还是喜欢该股票，并表示该公司拥有“卓越的区域超级应用程序”和“多年增长”的多种机会。该投行表示，Grab在东南亚的区域领导地位是由一个高度可扩展和本地化的平台推动的，该平台由其专有技术支撑。</blockquote></p><p> “The platform enables Grab to offer its services at a structurally lower cost base vs peers, with higher retention rates,” JPMorgan analysts wrote in their initiation coverage note earlier this month. “Grab’s platform gives it further advantages over its peers with limited geographical presence and/or fewer services, as Grab can allocate cash flows across countries and services to deliver on growth.”</p><p><blockquote>摩根大通分析师在本月早些时候的启动报告中写道：“与同行相比，该平台使Grab能够以结构性更低的成本基础提供服务，并具有更高的保留率。”“与地理分布有限和/或服务较少的同行相比，Grab的平台使其具有进一步的优势，因为Grab可以在不同国家和服务之间分配现金流以实现增长。”</blockquote></p><p> Here are JPMorgan, Citi and Evercore’s ratings and price targets for Grab, and why they like the stock:</p><p><blockquote>以下是摩根大通、花旗和Evercore对Grab的评级和目标价，以及他们喜欢该股票的原因：</blockquote></p><p> <b>JPMorgan</b></p><p><blockquote><b>摩根大通</b></blockquote></p><p> JPMorgan initiated coverage on Grab with an overweight rating and a price target of $12.50 over the next 12 months — that represents over 70% upside from the Dec. 23 closing price of $7.35.</p><p><blockquote>摩根大通首次对Grab给予跑赢大盘评级，未来12个月的目标价为12.50美元，较12月23日收盘价7.35美元上涨超过70%。</blockquote></p><p> Based on the investment bank’s rating system, an overweight rating implies JPMorgan expects Grab’s stock to outperform over the next six to 12 months.</p><p><blockquote>根据投资银行的评级系统，跑赢大盘评级意味着摩根大通预计Grab的股票在未来6至12个月内将跑赢大盘。</blockquote></p><p> The analysts said Grab’s superior regional app, comprising multiple services including ride-hailing and food delivery, is “best geared to rising online consumption” in Southeast Asia. They said they identified gross merchandize value and revenue growth as key catalysts for the company and they see “multiple opportunities for multi-year growth.”</p><p><blockquote>分析师表示，Grab卓越的区域应用程序包括叫车和送餐等多种服务，最适合东南亚不断增长的在线消费。他们表示，他们认为商品总价值和收入增长是公司的关键催化剂，并看到了“多年增长的多种机会”。</blockquote></p><p> GMV is a metric&nbsp;often used in e-commerce&nbsp;to measure the total dollar value of goods sold&nbsp;over a certain period of time.</p><p><blockquote>GMV是电子商务中常用的衡量标准，用于衡量一定时期内销售商品的总美元价值。</blockquote></p><p> The investment bank said Grab is a leader in ride-hailing across the region and that could lead to a highly profitable mobility business, where lifting Covid restrictions and broader economic reopening could drive growth.</p><p><blockquote>该投资银行表示，Grab是该地区网约车领域的领导者，这可能会带来高利润的移动业务，取消新冠疫情限制和更广泛的经济重新开放可能会推动增长。</blockquote></p><p> While the company’s delivery business is at an earlier stage of development, JPMorgan said there’s growth potential due to the relatively fragmented, but large total addressable market for food delivery and groceries. But the bank said that Grab is likely to see losses in the near-to-mid term due to investments and competition for market share.</p><p><blockquote>虽然该公司的配送业务处于早期发展阶段，但摩根大通表示，由于食品配送和杂货市场相对分散，但总目标市场规模较大，因此存在增长潜力。但该行表示，由于投资和市场份额竞争，Grab可能会在中短期内出现亏损。</blockquote></p><p> The analysts warned, however, that Grab’s stock price could be volatile over the next six months as the free float expands due to staggered expiration of lock-ups that will release additional shares. Potential inclusion in MSCI indexes could also contribute to the volatility, JPMorgan said.</p><p><blockquote>然而，分析师警告称，随着自由流通量的扩大，Grab的股价在未来六个月内可能会波动，因为锁定期将释放额外股票。摩根大通表示，潜在纳入摩根士丹利资本国际指数也可能加剧波动。</blockquote></p><p> <b>Citi</b></p><p><blockquote><b>花旗银行</b></blockquote></p><p> Citi initiated coverage of Grab with a buy rating and a price target of $12 a share, but also flagged the stock as high risk.</p><p><blockquote>花旗首次对Grab给予买入评级，目标价为每股12美元，但也将该股标记为高风险。</blockquote></p><p> Compared with regional peers, Citi analysts said Grab benefits from its ability to capture larger volumes of consumer data given higher frequency of delivery and mobility demand compared to services like e-commerce. That gives the company an easier way to cross-sell its financial services products, they added.</p><p><blockquote>花旗分析师表示，与地区同行相比，Grab受益于其捕获大量消费者数据的能力，因为与电子商务等服务相比，交付频率和移动需求更高。他们补充说，这使该公司能够更轻松地交叉销售其金融服务产品。</blockquote></p><p> The analysts pointed out that Grab has a “broader geographic footprint with more equal strength in the ... Southeast Asia countries in which it operates,” compared with Indonesian rival GoTo Group.</p><p><blockquote>分析师指出，与印度尼西亚竞争对手GoTo Group相比，Grab“在其开展业务的东南亚国家拥有更广泛的地理足迹和更平等的实力”。</blockquote></p><p> Citi said, however, spending per transaction and per user is lower for Grab than other regional players like&nbsp;Sea, which operates e-commerce platform Shopee. That implies Grab would face more headwinds if Covid cases in the region surge again, forcing countries to impose lockdowns and other mobility restrictions.</p><p><blockquote>然而，花旗表示，Grab的每笔交易和每位用户的支出低于运营电子商务平台Shopee的Sea等其他地区参与者。这意味着，如果该地区的新冠病例再次激增，迫使各国实施封锁和其他流动限制，Grab将面临更多阻力。</blockquote></p><p> “Grab also lacks a high-margin gaming business and global exposure given its Southeast Asia focus,” Citi analysts said.</p><p><blockquote>花旗分析师表示：“鉴于Grab专注于东南亚，它还缺乏高利润的游戏业务和全球曝光率。”</blockquote></p><p> <b>Evercore</b></p><p><blockquote><b>Evercore</b></blockquote></p><p> Evercore initiated coverage with an outperform rating and a price target of $10.</p><p><blockquote>Evercore首次给予跑赢大盘评级，目标价为10美元。</blockquote></p><p> The firm said Grab will likely face more local competition in each market for its delivery business compared to ridesharing, where the only other international incumbent is GoTo Group’s Gojek — particularly, in Indonesia.</p><p><blockquote>该公司表示，与拼车相比，Grab的送货业务可能会在每个市场面临更多的本地竞争，拼车业务唯一的其他国际现有企业是GoTo Group的Gojek，尤其是在印度尼西亚。</blockquote></p><p> “Within its Delivery segment, Grab faces a bit more competition across its core geographies,” Evercore analysts said in a recent note. They flagged the likes of Foodpanda, Gojek and Deliveroo in Singapore, LineMan in Thailand as well as Now and Baemin in Vietnam as competitors.</p><p><blockquote>Evercore分析师在最近的一份报告中表示：“在配送领域，Grab在其核心地区面临更多竞争。”他们将Foodpanda、Gojek和户户送、Thailand Lineman以及Now和Baemin等公司列为竞争对手。</blockquote></p><p></p><p> “Lastly, Grab competes with last-mile logistics providers such as Gojek and Lalamove, and more local last-mile players such as AhaMove (Vietnam),” the analysts said.</p><p><blockquote>分析师表示：“最后，Grab与Gojek和货拉拉等最后一英里物流提供商以及AhaMove(Vietnam)等更多本地最后一英里物流提供商竞争。”</blockquote></p><p> In the financial services business, Grab faces competition from traditional players including credit card companies, banks as well as cash, which is still the predominant mode of payment in Southeast Asia.</p><p><blockquote>在金融服务业务方面，Grab面临着来自信用卡公司、银行以及现金等传统参与者的竞争，现金仍然是东南亚的主要支付方式。</blockquote></p><p> Still, the Evercore analysts said that most of Grab’s core business segments including delivery, mobility and financial services remain underpenetrated, which grants the Singapore-headquartered company “a probable long runway for growth.”</p><p><blockquote>尽管如此，Evercore分析师表示，Grab的大部分核心业务部门，包括送货、移动和金融服务，仍然渗透不足，这使得这家总部位于新加坡的公司“可能还有很长的增长空间”。</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>Grab stock climbed more than 3% in premarket trading<blockquote>Grab股价在盘前交易中上涨超过3%</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\">\nGrab stock climbed more than 3% in premarket trading<blockquote>Grab股价在盘前交易中上涨超过3%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-28 17:05</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Grab stock climbed more than 3% in premarket trading&nbsp;Tuesday&nbsp;after falling more than 3% yesterday.</p><p><blockquote>Grab股价在昨天下跌超过3%后，周二盘前交易中上涨超过3%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/7dfb400a3587d9cc0fba919a211e18a3\" tg-width=\"841\" tg-height=\"618\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Grab debuted on the Nasdaq following a deal with blank-check company&nbsp;Altimeter Growth Corp., which&nbsp;valued the company at nearly $40 billion. It became the largest-ever company to close a SPAC merger and go public.</p><p><blockquote>Grab在与空白支票公司Altimeter Growth Corp.达成交易后在纳斯达克首次亮相，该公司估值接近400亿美元。它成为有史以来完成SPAC合并并上市的最大公司。</blockquote></p><p> But shares fell more than 20% from $13.06 to $8.75 a piece in the first day of trading. Since then, the stock has fallen another 16%.</p><p><blockquote>但股价在首日交易中下跌超过20%，从每股13.06美元跌至8.75美元。此后，该股又下跌了16%。</blockquote></p><p> Still, JPMorgan likes the stock and said the company has a “superior regional superapp” and multiple opportunities for “multi-year growth.” The investment bank said that Grab’s regional leadership in Southeast Asia is driven by a highly scalable and localized platform that is underpinned by its proprietary technology.</p><p><blockquote>尽管如此，摩根大通还是喜欢该股票，并表示该公司拥有“卓越的区域超级应用程序”和“多年增长”的多种机会。该投行表示，Grab在东南亚的区域领导地位是由一个高度可扩展和本地化的平台推动的，该平台由其专有技术支撑。</blockquote></p><p> “The platform enables Grab to offer its services at a structurally lower cost base vs peers, with higher retention rates,” JPMorgan analysts wrote in their initiation coverage note earlier this month. “Grab’s platform gives it further advantages over its peers with limited geographical presence and/or fewer services, as Grab can allocate cash flows across countries and services to deliver on growth.”</p><p><blockquote>摩根大通分析师在本月早些时候的启动报告中写道：“与同行相比，该平台使Grab能够以结构性更低的成本基础提供服务，并具有更高的保留率。”“与地理分布有限和/或服务较少的同行相比，Grab的平台使其具有进一步的优势，因为Grab可以在不同国家和服务之间分配现金流以实现增长。”</blockquote></p><p> Here are JPMorgan, Citi and Evercore’s ratings and price targets for Grab, and why they like the stock:</p><p><blockquote>以下是摩根大通、花旗和Evercore对Grab的评级和目标价，以及他们喜欢该股票的原因：</blockquote></p><p> <b>JPMorgan</b></p><p><blockquote><b>摩根大通</b></blockquote></p><p> JPMorgan initiated coverage on Grab with an overweight rating and a price target of $12.50 over the next 12 months — that represents over 70% upside from the Dec. 23 closing price of $7.35.</p><p><blockquote>摩根大通首次对Grab给予跑赢大盘评级，未来12个月的目标价为12.50美元，较12月23日收盘价7.35美元上涨超过70%。</blockquote></p><p> Based on the investment bank’s rating system, an overweight rating implies JPMorgan expects Grab’s stock to outperform over the next six to 12 months.</p><p><blockquote>根据投资银行的评级系统，跑赢大盘评级意味着摩根大通预计Grab的股票在未来6至12个月内将跑赢大盘。</blockquote></p><p> The analysts said Grab’s superior regional app, comprising multiple services including ride-hailing and food delivery, is “best geared to rising online consumption” in Southeast Asia. They said they identified gross merchandize value and revenue growth as key catalysts for the company and they see “multiple opportunities for multi-year growth.”</p><p><blockquote>分析师表示，Grab卓越的区域应用程序包括叫车和送餐等多种服务，最适合东南亚不断增长的在线消费。他们表示，他们认为商品总价值和收入增长是公司的关键催化剂，并看到了“多年增长的多种机会”。</blockquote></p><p> GMV is a metric&nbsp;often used in e-commerce&nbsp;to measure the total dollar value of goods sold&nbsp;over a certain period of time.</p><p><blockquote>GMV是电子商务中常用的衡量标准，用于衡量一定时期内销售商品的总美元价值。</blockquote></p><p> The investment bank said Grab is a leader in ride-hailing across the region and that could lead to a highly profitable mobility business, where lifting Covid restrictions and broader economic reopening could drive growth.</p><p><blockquote>该投资银行表示，Grab是该地区网约车领域的领导者，这可能会带来高利润的移动业务，取消新冠疫情限制和更广泛的经济重新开放可能会推动增长。</blockquote></p><p> While the company’s delivery business is at an earlier stage of development, JPMorgan said there’s growth potential due to the relatively fragmented, but large total addressable market for food delivery and groceries. But the bank said that Grab is likely to see losses in the near-to-mid term due to investments and competition for market share.</p><p><blockquote>虽然该公司的配送业务处于早期发展阶段，但摩根大通表示，由于食品配送和杂货市场相对分散，但总目标市场规模较大，因此存在增长潜力。但该行表示，由于投资和市场份额竞争，Grab可能会在中短期内出现亏损。</blockquote></p><p> The analysts warned, however, that Grab’s stock price could be volatile over the next six months as the free float expands due to staggered expiration of lock-ups that will release additional shares. Potential inclusion in MSCI indexes could also contribute to the volatility, JPMorgan said.</p><p><blockquote>然而，分析师警告称，随着自由流通量的扩大，Grab的股价在未来六个月内可能会波动，因为锁定期将释放额外股票。摩根大通表示，潜在纳入摩根士丹利资本国际指数也可能加剧波动。</blockquote></p><p> <b>Citi</b></p><p><blockquote><b>花旗银行</b></blockquote></p><p> Citi initiated coverage of Grab with a buy rating and a price target of $12 a share, but also flagged the stock as high risk.</p><p><blockquote>花旗首次对Grab给予买入评级，目标价为每股12美元，但也将该股标记为高风险。</blockquote></p><p> Compared with regional peers, Citi analysts said Grab benefits from its ability to capture larger volumes of consumer data given higher frequency of delivery and mobility demand compared to services like e-commerce. That gives the company an easier way to cross-sell its financial services products, they added.</p><p><blockquote>花旗分析师表示，与地区同行相比，Grab受益于其捕获大量消费者数据的能力，因为与电子商务等服务相比，交付频率和移动需求更高。他们补充说，这使该公司能够更轻松地交叉销售其金融服务产品。</blockquote></p><p> The analysts pointed out that Grab has a “broader geographic footprint with more equal strength in the ... Southeast Asia countries in which it operates,” compared with Indonesian rival GoTo Group.</p><p><blockquote>分析师指出，与印度尼西亚竞争对手GoTo Group相比，Grab“在其开展业务的东南亚国家拥有更广泛的地理足迹和更平等的实力”。</blockquote></p><p> Citi said, however, spending per transaction and per user is lower for Grab than other regional players like&nbsp;Sea, which operates e-commerce platform Shopee. That implies Grab would face more headwinds if Covid cases in the region surge again, forcing countries to impose lockdowns and other mobility restrictions.</p><p><blockquote>然而，花旗表示，Grab的每笔交易和每位用户的支出低于运营电子商务平台Shopee的Sea等其他地区参与者。这意味着，如果该地区的新冠病例再次激增，迫使各国实施封锁和其他流动限制，Grab将面临更多阻力。</blockquote></p><p> “Grab also lacks a high-margin gaming business and global exposure given its Southeast Asia focus,” Citi analysts said.</p><p><blockquote>花旗分析师表示：“鉴于Grab专注于东南亚，它还缺乏高利润的游戏业务和全球曝光率。”</blockquote></p><p> <b>Evercore</b></p><p><blockquote><b>Evercore</b></blockquote></p><p> Evercore initiated coverage with an outperform rating and a price target of $10.</p><p><blockquote>Evercore首次给予跑赢大盘评级，目标价为10美元。</blockquote></p><p> The firm said Grab will likely face more local competition in each market for its delivery business compared to ridesharing, where the only other international incumbent is GoTo Group’s Gojek — particularly, in Indonesia.</p><p><blockquote>该公司表示，与拼车相比，Grab的送货业务可能会在每个市场面临更多的本地竞争，拼车业务唯一的其他国际现有企业是GoTo Group的Gojek，尤其是在印度尼西亚。</blockquote></p><p> “Within its Delivery segment, Grab faces a bit more competition across its core geographies,” Evercore analysts said in a recent note. They flagged the likes of Foodpanda, Gojek and Deliveroo in Singapore, LineMan in Thailand as well as Now and Baemin in Vietnam as competitors.</p><p><blockquote>Evercore分析师在最近的一份报告中表示：“在配送领域，Grab在其核心地区面临更多竞争。”他们将Foodpanda、Gojek和户户送、Thailand Lineman以及Now和Baemin等公司列为竞争对手。</blockquote></p><p></p><p> “Lastly, Grab competes with last-mile logistics providers such as Gojek and Lalamove, and more local last-mile players such as AhaMove (Vietnam),” the analysts said.</p><p><blockquote>分析师表示：“最后，Grab与Gojek和货拉拉等最后一英里物流提供商以及AhaMove(Vietnam)等更多本地最后一英里物流提供商竞争。”</blockquote></p><p> In the financial services business, Grab faces competition from traditional players including credit card companies, banks as well as cash, which is still the predominant mode of payment in Southeast Asia.</p><p><blockquote>在金融服务业务方面，Grab面临着来自信用卡公司、银行以及现金等传统参与者的竞争，现金仍然是东南亚的主要支付方式。</blockquote></p><p> Still, the Evercore analysts said that most of Grab’s core business segments including delivery, mobility and financial services remain underpenetrated, which grants the Singapore-headquartered company “a probable long runway for growth.”</p><p><blockquote>尽管如此，Evercore分析师表示，Grab的大部分核心业务部门，包括送货、移动和金融服务，仍然渗透不足，这使得这家总部位于新加坡的公司“可能还有很长的增长空间”。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GRAB":"Grab Holdings"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122789395","content_text":"Grab stock climbed more than 3% in premarket trading Tuesday after falling more than 3% yesterday.\n\nGrab debuted on the Nasdaq following a deal with blank-check company Altimeter Growth Corp., which valued the company at nearly $40 billion. It became the largest-ever company to close a SPAC merger and go public.\nBut shares fell more than 20% from $13.06 to $8.75 a piece in the first day of trading. Since then, the stock has fallen another 16%.\nStill, JPMorgan likes the stock and said the company has a “superior regional superapp” and multiple opportunities for “multi-year growth.” The investment bank said that Grab’s regional leadership in Southeast Asia is driven by a highly scalable and localized platform that is underpinned by its proprietary technology.\n“The platform enables Grab to offer its services at a structurally lower cost base vs peers, with higher retention rates,” JPMorgan analysts wrote in their initiation coverage note earlier this month. “Grab’s platform gives it further advantages over its peers with limited geographical presence and/or fewer services, as Grab can allocate cash flows across countries and services to deliver on growth.”\nHere are JPMorgan, Citi and Evercore’s ratings and price targets for Grab, and why they like the stock:\nJPMorgan\nJPMorgan initiated coverage on Grab with an overweight rating and a price target of $12.50 over the next 12 months — that represents over 70% upside from the Dec. 23 closing price of $7.35.\nBased on the investment bank’s rating system, an overweight rating implies JPMorgan expects Grab’s stock to outperform over the next six to 12 months.\nThe analysts said Grab’s superior regional app, comprising multiple services including ride-hailing and food delivery, is “best geared to rising online consumption” in Southeast Asia. They said they identified gross merchandize value and revenue growth as key catalysts for the company and they see “multiple opportunities for multi-year growth.”\nGMV is a metric often used in e-commerce to measure the total dollar value of goods sold over a certain period of time.\nThe investment bank said Grab is a leader in ride-hailing across the region and that could lead to a highly profitable mobility business, where lifting Covid restrictions and broader economic reopening could drive growth.\nWhile the company’s delivery business is at an earlier stage of development, JPMorgan said there’s growth potential due to the relatively fragmented, but large total addressable market for food delivery and groceries. But the bank said that Grab is likely to see losses in the near-to-mid term due to investments and competition for market share.\nThe analysts warned, however, that Grab’s stock price could be volatile over the next six months as the free float expands due to staggered expiration of lock-ups that will release additional shares. Potential inclusion in MSCI indexes could also contribute to the volatility, JPMorgan said.\nCiti\nCiti initiated coverage of Grab with a buy rating and a price target of $12 a share, but also flagged the stock as high risk.\nCompared with regional peers, Citi analysts said Grab benefits from its ability to capture larger volumes of consumer data given higher frequency of delivery and mobility demand compared to services like e-commerce. That gives the company an easier way to cross-sell its financial services products, they added.\nThe analysts pointed out that Grab has a “broader geographic footprint with more equal strength in the ... Southeast Asia countries in which it operates,” compared with Indonesian rival GoTo Group.\nCiti said, however, spending per transaction and per user is lower for Grab than other regional players like Sea, which operates e-commerce platform Shopee. That implies Grab would face more headwinds if Covid cases in the region surge again, forcing countries to impose lockdowns and other mobility restrictions.\n“Grab also lacks a high-margin gaming business and global exposure given its Southeast Asia focus,” Citi analysts said.\nEvercore\nEvercore initiated coverage with an outperform rating and a price target of $10.\nThe firm said Grab will likely face more local competition in each market for its delivery business compared to ridesharing, where the only other international incumbent is GoTo Group’s Gojek — particularly, in Indonesia.\n“Within its Delivery segment, Grab faces a bit more competition across its core geographies,” Evercore analysts said in a recent note. They flagged the likes of Foodpanda, Gojek and Deliveroo in Singapore, LineMan in Thailand as well as Now and Baemin in Vietnam as competitors.\n“Lastly, Grab competes with last-mile logistics providers such as Gojek and Lalamove, and more local last-mile players such as AhaMove (Vietnam),” the analysts said.\nIn the financial services business, Grab faces competition from traditional players including credit card companies, banks as well as cash, which is still the predominant mode of payment in Southeast Asia.\nStill, the Evercore analysts said that most of Grab’s core business segments including delivery, mobility and financial services remain underpenetrated, which grants the Singapore-headquartered company “a probable long runway for growth.”","news_type":1,"symbols_score_info":{"GRAB":0.9}},"isVote":1,"tweetType":1,"viewCount":3750,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696035307,"gmtCreate":1640571814921,"gmtModify":1640571815136,"author":{"id":"3555327015224476","authorId":"3555327015224476","name":"rustic","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555327015224476","authorIdStr":"3555327015224476"},"themes":[],"htmlText":"Pls like","listText":"Pls like","text":"Pls like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/696035307","repostId":"1134719314","repostType":4,"repost":{"id":"1134719314","kind":"news","pubTimestamp":1640568785,"share":"https://www.laohu8.com/m/news/1134719314?lang=zh_CN&edition=full","pubTime":"2021-12-27 09:33","market":"us","language":"en","title":"3 Top Renewable Energy Stocks for 2022<blockquote>2022年3只顶级可再生能源股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1134719314","media":"Motley Fool","summary":"Key Points\n\nSunPower is well-positioned to ride the wave of growth in residential solar.\nAtlantica S","content":"<p>Key Points</p><p><blockquote>要点</blockquote></p><p> <ul>  <li>SunPower is well-positioned to ride the wave of growth in residential solar.</li>  <li>Atlantica Sustainable Infrastructure's assets are in a sweet spot, and its stock is on sale versus its peers.</li>  <li>ChargePoint could sustain a lightning-fast growth rate for several years.</li> </ul> It's been a rough few months for renewable energy stocks. Macroeconomic shifts have induced traders to sell off growth stocks in favor of value, and the green energy space specifically was hit particularly hard hit as the Build Back Better billstalled in Congress. But the industry is still growing quickly, and has always adapted to changing political conditions.</p><p><blockquote><ul><li>SunPower处于有利地位，可以驾驭住宅太阳能的增长浪潮。</li><li>Atlantica Sustainable Infrastructure的资产处于最佳状态，其股票相对于同行正在出售。</li><li>ChargePoint可以在几年内保持闪电般的增长率。</li></ul>对于可再生能源股票来说，这几个月是艰难的。宏观经济的变化促使交易员抛售成长型股票，转而青睐价值型股票，而随着重建更好法案在国会陷入停滞，绿色能源领域尤其受到重创。但该行业仍在快速增长，并始终适应不断变化的政治条件。</blockquote></p><p> As 2022 approaches, we asked three Fool.com contributors to offer their picks for top renewable energy stocks to buy for next year. They found&nbsp;<a href=\"https://laohu8.com/S/SPWR\"><b>SunPower</b></a>,&nbsp;<a href=\"https://laohu8.com/S/AY\"><b>Atlantica Sustainable Infrastructure</b></a>, and&nbsp;<a href=\"https://laohu8.com/S/CHPT\"><b>ChargePoint Holdings</b></a>&nbsp;to be a cut above the rest.</p><p><blockquote>随着2022年的临近，我们请三位Fool.com撰稿人提供他们对明年最值得购买的可再生能源股票的选择。他们发现<a href=\"https://laohu8.com/S/SPWR\"><b>太阳电源</b></a>, <a href=\"https://laohu8.com/S/AY\"><b>大西洋可持续基础设施</b></a>，和<a href=\"https://laohu8.com/S/CHPT\"><b>ChargePoint控股</b></a>比其他人高一截。</blockquote></p><p> <b>Travis Hoium(SunPower):</b>In 2021, I think we saw a shift in how consumers see electricity markets and their own energy independence. Not only are residential solar installations in the U.S. at record highs, an increasing percentage of customers are also adding energy storage and EV charging to their installations. This plays to SunPower's strengths as an energy solutions company.</p><p><blockquote><b>特拉维斯·霍伊姆（SunPower）：</b>2021年，我认为我们看到消费者对电力市场和自身能源独立性的看法发生了转变。美国的住宅太阳能装置不仅创下历史新高，而且越来越多的客户也在其装置中增加储能和电动汽车充电。这发挥了SunPower作为能源解决方案公司的优势。</blockquote></p><p> SunPower has shed its solar module manufacturing business, its utility-scale solar business, and is in the process of finding strategic alternatives for its commercial solar business. That leaves its focus squarely on residential solar, and it shows. Its non-GAAP gross margin per watt for residential projects jumped from $0.46 to $0.69 over the past year. At the same time, its net recourse debt declined from $428 million to $154 million.</p><p><blockquote>SunPower已经剥离了其太阳能组件制造业务、公用事业规模太阳能业务，并正在为其商业太阳能业务寻找战略替代方案。这使得它的重点完全集中在住宅太阳能上，这一点显而易见。去年，其住宅项目的非GAAP每瓦毛利率从0.46美元跃升至0.69美元。与此同时，其净追索权债务从4.28亿美元下降至1.54亿美元。</blockquote></p><p> Fewer subsidies may be bad newsfor solar energy companies, but that won't halt the industry's growth nor will it eliminate people's desire to buy rooftop solar systems or EV chargers. I think SunPower is well-positioned to ride the coming wave of growth, and that's why I think 2022 will be a great year for the stock.</p><p><blockquote>补贴减少对太阳能公司来说可能是个坏消息，但这不会阻止该行业的增长，也不会消除人们购买屋顶太阳能系统或电动汽车充电器的愿望。我认为SunPower处于有利地位，可以驾驭即将到来的增长浪潮，这就是为什么我认为2022年对该股来说将是伟大的一年。</blockquote></p><p> <b>Howard Smith(Atlantica Sustainable Infrastructure)</b>: Nations and businesses around the world are increasingly investing in renewable energy infrastructure. As that infrastructure grows, so too do the power purchase agreements that companies are signing with owners of those assets to bolster sustainability initiatives. The majority of Atlantica Sustainable's power generation comes from renewable energy, but it also has efficient natural gas plants and owns electricity transmission lines and water desalination facilities.</p><p><blockquote><b>霍华德·史密斯（大西洋可持续基础设施）</b>：世界各国和企业越来越多地投资于可再生能源基础设施。随着基础设施的发展，公司与这些资产所有者签署的电力购买协议也在增长，以支持可持续发展计划。Atlantica Sustainable的大部分发电来自可再生能源，但它也拥有高效的天然气工厂，并拥有输电线路和海水淡化设施。</blockquote></p><p> Most of its renewable energy comes from solar assets, and all of those are generating revenues under long-term contracts. For investors, that means the company's dividend, which at current share prices yields around 4.8%, should be reliable. In fact, over the first nine months of 2021, its cash available for distribution increased 12.9% year over year. Its revenues grew 8.4% in the same period, excluding foreign currency impacts and a non-recurring project.</p><p><blockquote>其大部分可再生能源来自太阳能资产，所有这些都通过长期合同产生收入。对于投资者来说，这意味着该公司的股息（按当前股价计算收益率约为4.8%）应该是可靠的。事实上，2021年前9个月，其可供分配现金同比增长12.9%。不包括外汇影响和非经常性项目，其收入同期增长了8.4%。</blockquote></p><p> Renewables contributed 77% of Atlantica's revenue through Sept. 30. In addition to North America, the company has assets in South America, Europe, the Middle East, and Africa. But the vast majority of its 2021 new investments have been in North America. Thanks to the recently enacted infrastructure bill and the potential passage of legislation routing additional funds to U.S. renewable energy development, there should be no lack of assets with which to grow in coming years.</p><p><blockquote>截至9月30日，可再生能源贡献了Atlantica收入的77%。除北美外，该公司还在南美、欧洲、中东和非洲拥有资产。但其2021年的绝大多数新投资都在北美。由于最近颁布的基础设施法案以及可能通过的为美国可再生能源开发提供额外资金的立法，未来几年应该不会缺乏可供增长的资产。</blockquote></p><p> Atlantica Sustainable also looks like a good value compared to its peers right now. The charts below show itsdividend yieldexceeds that of two other renewable energy asset owners, and it trades at a more favorable valuation.</p><p><blockquote>与目前的同行相比，Atlantica Sustainable看起来也很有价值。下图显示其股息收益率超过了另外两家可再生能源资产所有者，并且其交易估值更有利。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/36f6c35975406c560a29e97949abff9e\" tg-width=\"720\" tg-height=\"387\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">DATA BYYCHARTS</p><p><blockquote>数据来自YCharts</blockquote></p><p> Through 2025, the company expects 73% of its cash available for distribution to come from renewable assets, and geographically, almost half will come from North America. Given the company's assets and investments in a region that has committed to growing its renewable energy sources, this is a good time to own Atlantica Sustainable Infrastructure.</p><p><blockquote>到2025年，该公司预计73%的可分配现金将来自可再生资产，从地理上看，近一半将来自北美。鉴于该公司在致力于发展可再生能源的地区的资产和投资，现在是拥有Atlantica可持续基础设施的好时机。</blockquote></p><p></p><p> <b>Daniel Foelber&nbsp;(ChargePoint Holdings):</b>If you step back and think about the ongoing national transition from vehicles powered by internal combustion to those powered by electricity, it quickly becomes clear the U.S. is going to need far more electric vehicle (EV) chargers. That's why $7.5 billion of President Biden's Infrastructure Investment and Jobs Actis earmarked for expanding the nation's EV chargingcapabilities. Like many industries dependent on hardware and high costs, the risk for businesses in this space is that EV chargers will become commoditized, and that businesses and consumers will simply choose the providers that offer the lowest-cost solutions.</p><p><blockquote><b>丹尼尔·福尔伯（ChargePoint Holdings）：</b>如果你退后一步，想想正在进行的从内燃机驱动的汽车到电力驱动的汽车的国家转型，很快就会发现美国将需要更多的电动汽车（EV）充电器。这就是为什么拜登总统的基础设施投资和就业机会中有75亿美元专门用于扩大国家的电动汽车充电能力。与许多依赖硬件和高成本的行业一样，该领域企业面临的风险是电动汽车充电器将商品化，而企业和消费者只会选择提供最低成本解决方案的提供商。</blockquote></p><p> ChargePoint can't bypass this risk, but it has done a great job building a vertically integrated, capital-light business, and it's nowthe U.S. leaderin its niche. In the case of ChargePoint, \"capital-light\" means that it doesn't need to spend heavily to grow its revenue because it sells its hardware upfront. Over time, its growing charging network should generate greater recurring revenue through software subscriptions. But for now, subscriptions account for less than 30% of total revenue.</p><p><blockquote>ChargePoint无法绕过这一风险，但它在建立垂直整合、轻资本业务方面做得很好，现在是美国该领域的领导者。就ChargePoint而言，“轻资本”意味着它不需要大量支出来增加收入，因为它预先销售硬件。随着时间的推移，其不断增长的充电网络应该会通过软件订阅产生更多的经常性收入。但就目前而言，订阅占总收入的比例还不到30%。</blockquote></p><p> ChargePoint expects its business to grow in lockstep with U.S. EV sales. Despite their growth, so far, EVs are only on course to account for 4% of U.S. car sales in 2021, compared to 9% in China and 14% in Europe. That leaves plenty of room for ChargePoint's business to scale and reach profitability.</p><p><blockquote>ChargePoint预计其业务将与美国电动汽车销量同步增长。尽管有所增长，但到目前为止，电动汽车在2021年仅占美国汽车销量的4%，而中国和欧洲分别为9%和14%。这为ChargePoint的业务规模和实现盈利留下了充足的空间。</blockquote></p><p> As ChargePoint waits for EV adoption to accelerate, it has built a larger and more sophisticated network of charging ports. As of Oct. 31, it had 163,000 activated ports around the world, roughly 7% of which are DC fast-charging ports.&nbsp;For comparison, consider that the&nbsp;<b>Tesla</b>&nbsp;Supercharger network consists of just over 30,000 fast-charging ports.</p><p><blockquote>随着ChargePoint等待电动汽车加速普及，它已经建立了一个更大、更复杂的充电端口网络。截至10月31日，它在全球拥有163,000个激活端口，其中约7%是DC快速充电端口。为了进行比较，请考虑<b>特斯拉</b>超级充电网络由30,000多个快速充电端口组成。</blockquote></p><p> Management has forecast that ChargePoint will finish its fiscal 2022 (which ends on Jan. 31) with annual revenues of between $235 million and $240 million -- up more than 60% from fiscal 2021. Also impressive is the company's non-GAAP gross margin, which was 27% in the fiscal third quarter compared to 20% in the prior-year period. ChargePoint stands out as a fast-growing business that willflex its industry-leading position to pull away from the competition.</p><p><blockquote>管理层预测ChargePoint 2022财年（截至1月31日）结束时的年收入将在2.35亿美元至2.4亿美元之间，比2021财年增长60%以上。同样令人印象深刻的是该公司的非GAAP毛利率，第三财季为27%，而去年同期为20%。ChargePoint作为一家快速增长的企业脱颖而出，将利用其行业领先地位从竞争中脱颖而出。</blockquote></p><p> Renewable energy stocksmay not be ending 2021 on a high note, but that doesn't mean the long-term trends aren't heading in the right direction. Wind, solar, and EVs are all growing, and that should help these stocks outperform the market in the years to come.</p><p><blockquote>可再生能源股票可能不会在2021年结束时表现出色，但这并不意味着长期趋势没有朝着正确的方向发展。风能、太阳能和电动汽车都在增长，这应该有助于这些股票在未来几年跑赢市场。</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>3 Top Renewable Energy Stocks for 2022<blockquote>2022年3只顶级可再生能源股票</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\">\n3 Top Renewable Energy Stocks for 2022<blockquote>2022年3只顶级可再生能源股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-12-27 09:33</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Key Points</p><p><blockquote>要点</blockquote></p><p> <ul>  <li>SunPower is well-positioned to ride the wave of growth in residential solar.</li>  <li>Atlantica Sustainable Infrastructure's assets are in a sweet spot, and its stock is on sale versus its peers.</li>  <li>ChargePoint could sustain a lightning-fast growth rate for several years.</li> </ul> It's been a rough few months for renewable energy stocks. Macroeconomic shifts have induced traders to sell off growth stocks in favor of value, and the green energy space specifically was hit particularly hard hit as the Build Back Better billstalled in Congress. But the industry is still growing quickly, and has always adapted to changing political conditions.</p><p><blockquote><ul><li>SunPower处于有利地位，可以驾驭住宅太阳能的增长浪潮。</li><li>Atlantica Sustainable Infrastructure的资产处于最佳状态，其股票相对于同行正在出售。</li><li>ChargePoint可以在几年内保持闪电般的增长率。</li></ul>对于可再生能源股票来说，这几个月是艰难的。宏观经济的变化促使交易员抛售成长型股票，转而青睐价值型股票，而随着重建更好法案在国会陷入停滞，绿色能源领域尤其受到重创。但该行业仍在快速增长，并始终适应不断变化的政治条件。</blockquote></p><p> As 2022 approaches, we asked three Fool.com contributors to offer their picks for top renewable energy stocks to buy for next year. They found&nbsp;<a href=\"https://laohu8.com/S/SPWR\"><b>SunPower</b></a>,&nbsp;<a href=\"https://laohu8.com/S/AY\"><b>Atlantica Sustainable Infrastructure</b></a>, and&nbsp;<a href=\"https://laohu8.com/S/CHPT\"><b>ChargePoint Holdings</b></a>&nbsp;to be a cut above the rest.</p><p><blockquote>随着2022年的临近，我们请三位Fool.com撰稿人提供他们对明年最值得购买的可再生能源股票的选择。他们发现<a href=\"https://laohu8.com/S/SPWR\"><b>太阳电源</b></a>, <a href=\"https://laohu8.com/S/AY\"><b>大西洋可持续基础设施</b></a>，和<a href=\"https://laohu8.com/S/CHPT\"><b>ChargePoint控股</b></a>比其他人高一截。</blockquote></p><p> <b>Travis Hoium(SunPower):</b>In 2021, I think we saw a shift in how consumers see electricity markets and their own energy independence. Not only are residential solar installations in the U.S. at record highs, an increasing percentage of customers are also adding energy storage and EV charging to their installations. This plays to SunPower's strengths as an energy solutions company.</p><p><blockquote><b>特拉维斯·霍伊姆（SunPower）：</b>2021年，我认为我们看到消费者对电力市场和自身能源独立性的看法发生了转变。美国的住宅太阳能装置不仅创下历史新高，而且越来越多的客户也在其装置中增加储能和电动汽车充电。这发挥了SunPower作为能源解决方案公司的优势。</blockquote></p><p> SunPower has shed its solar module manufacturing business, its utility-scale solar business, and is in the process of finding strategic alternatives for its commercial solar business. That leaves its focus squarely on residential solar, and it shows. Its non-GAAP gross margin per watt for residential projects jumped from $0.46 to $0.69 over the past year. At the same time, its net recourse debt declined from $428 million to $154 million.</p><p><blockquote>SunPower已经剥离了其太阳能组件制造业务、公用事业规模太阳能业务，并正在为其商业太阳能业务寻找战略替代方案。这使得它的重点完全集中在住宅太阳能上，这一点显而易见。去年，其住宅项目的非GAAP每瓦毛利率从0.46美元跃升至0.69美元。与此同时，其净追索权债务从4.28亿美元下降至1.54亿美元。</blockquote></p><p> Fewer subsidies may be bad newsfor solar energy companies, but that won't halt the industry's growth nor will it eliminate people's desire to buy rooftop solar systems or EV chargers. I think SunPower is well-positioned to ride the coming wave of growth, and that's why I think 2022 will be a great year for the stock.</p><p><blockquote>补贴减少对太阳能公司来说可能是个坏消息，但这不会阻止该行业的增长，也不会消除人们购买屋顶太阳能系统或电动汽车充电器的愿望。我认为SunPower处于有利地位，可以驾驭即将到来的增长浪潮，这就是为什么我认为2022年对该股来说将是伟大的一年。</blockquote></p><p> <b>Howard Smith(Atlantica Sustainable Infrastructure)</b>: Nations and businesses around the world are increasingly investing in renewable energy infrastructure. As that infrastructure grows, so too do the power purchase agreements that companies are signing with owners of those assets to bolster sustainability initiatives. The majority of Atlantica Sustainable's power generation comes from renewable energy, but it also has efficient natural gas plants and owns electricity transmission lines and water desalination facilities.</p><p><blockquote><b>霍华德·史密斯（大西洋可持续基础设施）</b>：世界各国和企业越来越多地投资于可再生能源基础设施。随着基础设施的发展，公司与这些资产所有者签署的电力购买协议也在增长，以支持可持续发展计划。Atlantica Sustainable的大部分发电来自可再生能源，但它也拥有高效的天然气工厂，并拥有输电线路和海水淡化设施。</blockquote></p><p> Most of its renewable energy comes from solar assets, and all of those are generating revenues under long-term contracts. For investors, that means the company's dividend, which at current share prices yields around 4.8%, should be reliable. In fact, over the first nine months of 2021, its cash available for distribution increased 12.9% year over year. Its revenues grew 8.4% in the same period, excluding foreign currency impacts and a non-recurring project.</p><p><blockquote>其大部分可再生能源来自太阳能资产，所有这些都通过长期合同产生收入。对于投资者来说，这意味着该公司的股息（按当前股价计算收益率约为4.8%）应该是可靠的。事实上，2021年前9个月，其可供分配现金同比增长12.9%。不包括外汇影响和非经常性项目，其收入同期增长了8.4%。</blockquote></p><p> Renewables contributed 77% of Atlantica's revenue through Sept. 30. In addition to North America, the company has assets in South America, Europe, the Middle East, and Africa. But the vast majority of its 2021 new investments have been in North America. Thanks to the recently enacted infrastructure bill and the potential passage of legislation routing additional funds to U.S. renewable energy development, there should be no lack of assets with which to grow in coming years.</p><p><blockquote>截至9月30日，可再生能源贡献了Atlantica收入的77%。除北美外，该公司还在南美、欧洲、中东和非洲拥有资产。但其2021年的绝大多数新投资都在北美。由于最近颁布的基础设施法案以及可能通过的为美国可再生能源开发提供额外资金的立法，未来几年应该不会缺乏可供增长的资产。</blockquote></p><p> Atlantica Sustainable also looks like a good value compared to its peers right now. The charts below show itsdividend yieldexceeds that of two other renewable energy asset owners, and it trades at a more favorable valuation.</p><p><blockquote>与目前的同行相比，Atlantica Sustainable看起来也很有价值。下图显示其股息收益率超过了另外两家可再生能源资产所有者，并且其交易估值更有利。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/36f6c35975406c560a29e97949abff9e\" tg-width=\"720\" tg-height=\"387\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">DATA BYYCHARTS</p><p><blockquote>数据来自YCharts</blockquote></p><p> Through 2025, the company expects 73% of its cash available for distribution to come from renewable assets, and geographically, almost half will come from North America. Given the company's assets and investments in a region that has committed to growing its renewable energy sources, this is a good time to own Atlantica Sustainable Infrastructure.</p><p><blockquote>到2025年，该公司预计73%的可分配现金将来自可再生资产，从地理上看，近一半将来自北美。鉴于该公司在致力于发展可再生能源的地区的资产和投资，现在是拥有Atlantica可持续基础设施的好时机。</blockquote></p><p></p><p> <b>Daniel Foelber&nbsp;(ChargePoint Holdings):</b>If you step back and think about the ongoing national transition from vehicles powered by internal combustion to those powered by electricity, it quickly becomes clear the U.S. is going to need far more electric vehicle (EV) chargers. That's why $7.5 billion of President Biden's Infrastructure Investment and Jobs Actis earmarked for expanding the nation's EV chargingcapabilities. Like many industries dependent on hardware and high costs, the risk for businesses in this space is that EV chargers will become commoditized, and that businesses and consumers will simply choose the providers that offer the lowest-cost solutions.</p><p><blockquote><b>丹尼尔·福尔伯（ChargePoint Holdings）：</b>如果你退后一步，想想正在进行的从内燃机驱动的汽车到电力驱动的汽车的国家转型，很快就会发现美国将需要更多的电动汽车（EV）充电器。这就是为什么拜登总统的基础设施投资和就业机会中有75亿美元专门用于扩大国家的电动汽车充电能力。与许多依赖硬件和高成本的行业一样，该领域企业面临的风险是电动汽车充电器将商品化，而企业和消费者只会选择提供最低成本解决方案的提供商。</blockquote></p><p> ChargePoint can't bypass this risk, but it has done a great job building a vertically integrated, capital-light business, and it's nowthe U.S. leaderin its niche. In the case of ChargePoint, \"capital-light\" means that it doesn't need to spend heavily to grow its revenue because it sells its hardware upfront. Over time, its growing charging network should generate greater recurring revenue through software subscriptions. But for now, subscriptions account for less than 30% of total revenue.</p><p><blockquote>ChargePoint无法绕过这一风险，但它在建立垂直整合、轻资本业务方面做得很好，现在是美国该领域的领导者。就ChargePoint而言，“轻资本”意味着它不需要大量支出来增加收入，因为它预先销售硬件。随着时间的推移，其不断增长的充电网络应该会通过软件订阅产生更多的经常性收入。但就目前而言，订阅占总收入的比例还不到30%。</blockquote></p><p> ChargePoint expects its business to grow in lockstep with U.S. EV sales. Despite their growth, so far, EVs are only on course to account for 4% of U.S. car sales in 2021, compared to 9% in China and 14% in Europe. That leaves plenty of room for ChargePoint's business to scale and reach profitability.</p><p><blockquote>ChargePoint预计其业务将与美国电动汽车销量同步增长。尽管有所增长，但到目前为止，电动汽车在2021年仅占美国汽车销量的4%，而中国和欧洲分别为9%和14%。这为ChargePoint的业务规模和实现盈利留下了充足的空间。</blockquote></p><p> As ChargePoint waits for EV adoption to accelerate, it has built a larger and more sophisticated network of charging ports. As of Oct. 31, it had 163,000 activated ports around the world, roughly 7% of which are DC fast-charging ports.&nbsp;For comparison, consider that the&nbsp;<b>Tesla</b>&nbsp;Supercharger network consists of just over 30,000 fast-charging ports.</p><p><blockquote>随着ChargePoint等待电动汽车加速普及，它已经建立了一个更大、更复杂的充电端口网络。截至10月31日，它在全球拥有163,000个激活端口，其中约7%是DC快速充电端口。为了进行比较，请考虑<b>特斯拉</b>超级充电网络由30,000多个快速充电端口组成。</blockquote></p><p> Management has forecast that ChargePoint will finish its fiscal 2022 (which ends on Jan. 31) with annual revenues of between $235 million and $240 million -- up more than 60% from fiscal 2021. Also impressive is the company's non-GAAP gross margin, which was 27% in the fiscal third quarter compared to 20% in the prior-year period. ChargePoint stands out as a fast-growing business that willflex its industry-leading position to pull away from the competition.</p><p><blockquote>管理层预测ChargePoint 2022财年（截至1月31日）结束时的年收入将在2.35亿美元至2.4亿美元之间，比2021财年增长60%以上。同样令人印象深刻的是该公司的非GAAP毛利率，第三财季为27%，而去年同期为20%。ChargePoint作为一家快速增长的企业脱颖而出，将利用其行业领先地位从竞争中脱颖而出。</blockquote></p><p> Renewable energy stocksmay not be ending 2021 on a high note, but that doesn't mean the long-term trends aren't heading in the right direction. Wind, solar, and EVs are all growing, and that should help these stocks outperform the market in the years to come.</p><p><blockquote>可再生能源股票可能不会在2021年结束时表现出色，但这并不意味着长期趋势没有朝着正确的方向发展。风能、太阳能和电动汽车都在增长，这应该有助于这些股票在未来几年跑赢市场。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/12/26/3-top-renewable-energy-stocks-for-2022/\">Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CHPT":"ChargePoint Holdings Inc.","SPWR":"Sunpower Inc."},"source_url":"https://www.fool.com/investing/2021/12/26/3-top-renewable-energy-stocks-for-2022/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134719314","content_text":"Key Points\n\nSunPower is well-positioned to ride the wave of growth in residential solar.\nAtlantica Sustainable Infrastructure's assets are in a sweet spot, and its stock is on sale versus its peers.\nChargePoint could sustain a lightning-fast growth rate for several years.\n\nIt's been a rough few months for renewable energy stocks. Macroeconomic shifts have induced traders to sell off growth stocks in favor of value, and the green energy space specifically was hit particularly hard hit as the Build Back Better billstalled in Congress. But the industry is still growing quickly, and has always adapted to changing political conditions.\nAs 2022 approaches, we asked three Fool.com contributors to offer their picks for top renewable energy stocks to buy for next year. They found SunPower, Atlantica Sustainable Infrastructure, and ChargePoint Holdings to be a cut above the rest.\nTravis Hoium(SunPower):In 2021, I think we saw a shift in how consumers see electricity markets and their own energy independence. Not only are residential solar installations in the U.S. at record highs, an increasing percentage of customers are also adding energy storage and EV charging to their installations. This plays to SunPower's strengths as an energy solutions company.\nSunPower has shed its solar module manufacturing business, its utility-scale solar business, and is in the process of finding strategic alternatives for its commercial solar business. That leaves its focus squarely on residential solar, and it shows. Its non-GAAP gross margin per watt for residential projects jumped from $0.46 to $0.69 over the past year. At the same time, its net recourse debt declined from $428 million to $154 million.\nFewer subsidies may be bad newsfor solar energy companies, but that won't halt the industry's growth nor will it eliminate people's desire to buy rooftop solar systems or EV chargers. I think SunPower is well-positioned to ride the coming wave of growth, and that's why I think 2022 will be a great year for the stock.\nHoward Smith(Atlantica Sustainable Infrastructure): Nations and businesses around the world are increasingly investing in renewable energy infrastructure. As that infrastructure grows, so too do the power purchase agreements that companies are signing with owners of those assets to bolster sustainability initiatives. The majority of Atlantica Sustainable's power generation comes from renewable energy, but it also has efficient natural gas plants and owns electricity transmission lines and water desalination facilities.\nMost of its renewable energy comes from solar assets, and all of those are generating revenues under long-term contracts. For investors, that means the company's dividend, which at current share prices yields around 4.8%, should be reliable. In fact, over the first nine months of 2021, its cash available for distribution increased 12.9% year over year. Its revenues grew 8.4% in the same period, excluding foreign currency impacts and a non-recurring project.\nRenewables contributed 77% of Atlantica's revenue through Sept. 30. In addition to North America, the company has assets in South America, Europe, the Middle East, and Africa. But the vast majority of its 2021 new investments have been in North America. Thanks to the recently enacted infrastructure bill and the potential passage of legislation routing additional funds to U.S. renewable energy development, there should be no lack of assets with which to grow in coming years.\nAtlantica Sustainable also looks like a good value compared to its peers right now. The charts below show itsdividend yieldexceeds that of two other renewable energy asset owners, and it trades at a more favorable valuation.\nDATA BYYCHARTS\nThrough 2025, the company expects 73% of its cash available for distribution to come from renewable assets, and geographically, almost half will come from North America. Given the company's assets and investments in a region that has committed to growing its renewable energy sources, this is a good time to own Atlantica Sustainable Infrastructure.\nDaniel Foelber (ChargePoint Holdings):If you step back and think about the ongoing national transition from vehicles powered by internal combustion to those powered by electricity, it quickly becomes clear the U.S. is going to need far more electric vehicle (EV) chargers. That's why $7.5 billion of President Biden's Infrastructure Investment and Jobs Actis earmarked for expanding the nation's EV chargingcapabilities. Like many industries dependent on hardware and high costs, the risk for businesses in this space is that EV chargers will become commoditized, and that businesses and consumers will simply choose the providers that offer the lowest-cost solutions.\nChargePoint can't bypass this risk, but it has done a great job building a vertically integrated, capital-light business, and it's nowthe U.S. leaderin its niche. In the case of ChargePoint, \"capital-light\" means that it doesn't need to spend heavily to grow its revenue because it sells its hardware upfront. Over time, its growing charging network should generate greater recurring revenue through software subscriptions. But for now, subscriptions account for less than 30% of total revenue.\nChargePoint expects its business to grow in lockstep with U.S. EV sales. Despite their growth, so far, EVs are only on course to account for 4% of U.S. car sales in 2021, compared to 9% in China and 14% in Europe. That leaves plenty of room for ChargePoint's business to scale and reach profitability.\nAs ChargePoint waits for EV adoption to accelerate, it has built a larger and more sophisticated network of charging ports. As of Oct. 31, it had 163,000 activated ports around the world, roughly 7% of which are DC fast-charging ports. For comparison, consider that the Tesla Supercharger network consists of just over 30,000 fast-charging ports.\nManagement has forecast that ChargePoint will finish its fiscal 2022 (which ends on Jan. 31) with annual revenues of between $235 million and $240 million -- up more than 60% from fiscal 2021. Also impressive is the company's non-GAAP gross margin, which was 27% in the fiscal third quarter compared to 20% in the prior-year period. ChargePoint stands out as a fast-growing business that willflex its industry-leading position to pull away from the competition.\nRenewable energy stocksmay not be ending 2021 on a high note, but that doesn't mean the long-term trends aren't heading in the right direction. Wind, solar, and EVs are all growing, and that should help these stocks outperform the market in the years to come.","news_type":1,"symbols_score_info":{"AY":0.9,"SPWR":0.9,"CHPT":0.9}},"isVote":1,"tweetType":1,"viewCount":3090,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698479920,"gmtCreate":1640515840261,"gmtModify":1640515840496,"author":{"id":"3555327015224476","authorId":"3555327015224476","name":"rustic","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555327015224476","authorIdStr":"3555327015224476"},"themes":[],"htmlText":"Pls like&nbsp;","listText":"Pls like&nbsp;","text":"Pls like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/698479920","repostId":"2193178197","repostType":4,"isVote":1,"tweetType":1,"viewCount":3551,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698049575,"gmtCreate":1640268617633,"gmtModify":1640268724777,"author":{"id":"3555327015224476","authorId":"3555327015224476","name":"rustic","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555327015224476","authorIdStr":"3555327015224476"},"themes":[],"htmlText":"Pls like&nbsp;","listText":"Pls like&nbsp;","text":"Pls like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/698049575","repostId":"1165632180","repostType":4,"isVote":1,"tweetType":1,"viewCount":2571,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690421818,"gmtCreate":1639703150040,"gmtModify":1639703150218,"author":{"id":"3555327015224476","authorId":"3555327015224476","name":"rustic","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555327015224476","authorIdStr":"3555327015224476"},"themes":[],"htmlText":"Pls like","listText":"Pls like","text":"Pls like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/690421818","repostId":"2192920942","repostType":4,"isVote":1,"tweetType":1,"viewCount":2751,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690423862,"gmtCreate":1639703058975,"gmtModify":1639703059084,"author":{"id":"3555327015224476","authorId":"3555327015224476","name":"rustic","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555327015224476","authorIdStr":"3555327015224476"},"themes":[],"htmlText":"Wait for the crash&nbsp;","listText":"Wait for the crash&nbsp;","text":"Wait for the crash","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690423862","repostId":"2191437029","repostType":4,"isVote":1,"tweetType":1,"viewCount":2806,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}