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- rusticrustic
  ·2022-01-01
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  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 大可再生能源股票</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 大可再生能源股票</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.达成协议后首次亮相纳斯达克，该公司的估值接近400亿美元。它成为有史以来最大的完成特殊目的收购公司合并并上市的公司。</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，摩根大通还是看好这只股票，并表示该公司拥有 “卓越的地区超级应用”和 “多年增长 ”的多个机会。该投资银行表示，Grab 在东南亚的区域领导地位得益于一个高度可扩展和本地化的平台，该平台以其专有技术为基础。</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，并提高保留率。“Grab 的平台使其比地理位置有限和/或服务较少的同行更具优势，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>摩根大通开始对 Grab 进行投资，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>根据该投资银行的评级系统，跑赢大盘的评级意味着摩根大通预计 Grab 的股票将在未来 6 到 12 个月内跑赢大盘。</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打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，他们看到了 “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，用于衡量一定时间段内销售的商品的总美元价值。</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 是该地区网约车行业的领导者，这可能会带来高利润的移动业务，其中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>摩根大通表示，虽然公司的外卖业务正处于早期发展阶段，但由于食品外卖和杂货市场相对分散，但总体规模较大，因此具有增长潜力。但该银行表示，由于投资和市场份额竞争，Grab 在中短期内可能会出现亏损。</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>不过，分析师警告说，随着自由流通量的扩大，Grab 的股价在未来六个月内可能会出现波动，因为锁定期错开到期将释放更多股票。摩根大通表示，潜在纳入摩根士丹利资本国际指数也可能导致波动性。</blockquote></p><p> <b>Citi</b></p><p><blockquote><b>花旗</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，交付频率和移动性需求更高。他们补充说，这为该公司提供了一种更简单的方式来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，与印尼竞争对手 GoTo Group 相比，Grab 的 “地理覆盖范围更广，在其开展业务的东南亚国家实力更为均等”。</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 的每笔交易和每用户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，Grab 将面临更多阻力，迫使各国实施封锁和其他流动限制。</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>“花旗分析师说：”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>永恒核心</b></blockquote></p><p> Evercore initiated coverage with an outperform rating and a price target of $10.</p><p><blockquote>Evercore 以跑赢大盘的评级和 10 美元的目标价开始覆盖。</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 的外卖业务在每个市场都可能面临更多的本地竞争，而拼车领域唯一的国际竞争对手是 GoTo 集团的 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说：”在外卖领域，Grab 在其核心地区面临着更多的竞争。他们将新加坡的Foodpanda、Gojek和户户送、泰国的LineMan以及Now和越南的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>“最后，Grab 与 Gojek 和货拉拉等最后一公里物流提供商以及 AhaMove（越南）等更多本地最后一公里供应商竞争，”分析师说。</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>在金融服务业务中，Grab面临着来自传统参与者的竞争，包括信用卡公司、银行以及现金，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，仍然渗透率不足，这使得这家总部位于新加坡的公司 “可能有很长的增长跑道”。</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.达成协议后首次亮相纳斯达克，该公司的估值接近400亿美元。它成为有史以来最大的完成特殊目的收购公司合并并上市的公司。</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，摩根大通还是看好这只股票，并表示该公司拥有 “卓越的地区超级应用”和 “多年增长 ”的多个机会。该投资银行表示，Grab 在东南亚的区域领导地位得益于一个高度可扩展和本地化的平台，该平台以其专有技术为基础。</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，并提高保留率。“Grab 的平台使其比地理位置有限和/或服务较少的同行更具优势，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>摩根大通开始对 Grab 进行投资，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>根据该投资银行的评级系统，跑赢大盘的评级意味着摩根大通预计 Grab 的股票将在未来 6 到 12 个月内跑赢大盘。</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打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，他们看到了 “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，用于衡量一定时间段内销售的商品的总美元价值。</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 是该地区网约车行业的领导者，这可能会带来高利润的移动业务，其中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>摩根大通表示，虽然公司的外卖业务正处于早期发展阶段，但由于食品外卖和杂货市场相对分散，但总体规模较大，因此具有增长潜力。但该银行表示，由于投资和市场份额竞争，Grab 在中短期内可能会出现亏损。</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>不过，分析师警告说，随着自由流通量的扩大，Grab 的股价在未来六个月内可能会出现波动，因为锁定期错开到期将释放更多股票。摩根大通表示，潜在纳入摩根士丹利资本国际指数也可能导致波动性。</blockquote></p><p> <b>Citi</b></p><p><blockquote><b>花旗</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，交付频率和移动性需求更高。他们补充说，这为该公司提供了一种更简单的方式来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，与印尼竞争对手 GoTo Group 相比，Grab 的 “地理覆盖范围更广，在其开展业务的东南亚国家实力更为均等”。</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 的每笔交易和每用户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，Grab 将面临更多阻力，迫使各国实施封锁和其他流动限制。</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>“花旗分析师说：”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>永恒核心</b></blockquote></p><p> Evercore initiated coverage with an outperform rating and a price target of $10.</p><p><blockquote>Evercore 以跑赢大盘的评级和 10 美元的目标价开始覆盖。</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 的外卖业务在每个市场都可能面临更多的本地竞争，而拼车领域唯一的国际竞争对手是 GoTo 集团的 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说：”在外卖领域，Grab 在其核心地区面临着更多的竞争。他们将新加坡的Foodpanda、Gojek和户户送、泰国的LineMan以及Now和越南的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>“最后，Grab 与 Gojek 和货拉拉等最后一公里物流提供商以及 AhaMove（越南）等更多本地最后一公里供应商竞争，”分析师说。</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>在金融服务业务中，Grab面临着来自传统参与者的竞争，包括信用卡公司、银行以及现金，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，仍然渗透率不足，这使得这家总部位于新加坡的公司 “可能有很长的增长跑道”。</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":4786,"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,"authorIdStr":"3555327015224476","idStr":"3555327015224476"},"themes":[],"title":"","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.laohunote.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 大可再生能源股票</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，可以乘着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>对于可再生能源股来说，这是艰难的几个月。宏观经济的变化促使交易员抛售成长型股票，转而追求价值，尤其是绿色能源领域受到的打击尤为严重，因为重建更好法案在国会陷入僵局。但该行业仍在快速增长，并且一直在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>太阳能</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>比其他人高出一截。</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（阳光电力）：</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。不仅美国住宅太阳能安装量创历史新高，越来越多的客户还在其安装中添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 已剥离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。这使得其重点完全集中在住宅太阳能上，这一点也很明显。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>对于太阳能公司来说，补贴减少可能是坏消息，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，能够驾驭即将到来的增长浪潮，这就是为什么我认为 2022 年对于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>：世界各地的国家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购电协议也在发展，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，所有这些资产都根据长期合同产生收入。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，其可供分配的现金同比增长12.9%。同期，其收入增长了 8.4%，不包括外汇影响和一个非经常性项目。</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 77% 的收入。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将额外资金用于美国可再生能源开发的立法，未来几年应该不会缺乏可增长的资产。</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 看起来也物有所值。下图显示其股息收益率超过了其他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>数据来源：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，该公司预计可用于分配的现金的 73% 将来自可再生资产，从地域上看，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>Daniel Foelber（ChargePoint Holdings）：</b>如果你退后一步，想想美国正在进行的从内燃机汽车向电动汽车的转型，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 75 亿美元基础设施投资和 Actis 专门用于扩大国家电动汽车充电能力。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变得商品化，企业和消费者将简单地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 无法规避这种风险，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，因为它预先出售硬件。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。尽管电动汽车有所增长，但到目前为止，到 2021 年，电动汽车仅占美国汽车销量的 4%，而中国为 9%，欧洲为 14%。这为 ChargePoint 的业务扩大规模并实现盈利留下了足够的空间。</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>在ChargePoint等待电动汽车加速普及的同时，它建立了一个更大、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% 是直流快速充电端口。相比之下，请考虑<b>特斯拉</b>增压器网络由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 将在 2022 财年（截至 1 月 31 日）结束时实现年收入在 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 是一家快速增长的企业，它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>可再生能源股在 2021 年结束时可能不会表现良好，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 大可再生能源股票</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 大可再生能源股票</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，可以乘着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>对于可再生能源股来说，这是艰难的几个月。宏观经济的变化促使交易员抛售成长型股票，转而追求价值，尤其是绿色能源领域受到的打击尤为严重，因为重建更好法案在国会陷入僵局。但该行业仍在快速增长，并且一直在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>太阳能</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>比其他人高出一截。</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（阳光电力）：</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。不仅美国住宅太阳能安装量创历史新高，越来越多的客户还在其安装中添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 已剥离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。这使得其重点完全集中在住宅太阳能上，这一点也很明显。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>对于太阳能公司来说，补贴减少可能是坏消息，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，能够驾驭即将到来的增长浪潮，这就是为什么我认为 2022 年对于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>：世界各地的国家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购电协议也在发展，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，所有这些资产都根据长期合同产生收入。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，其可供分配的现金同比增长12.9%。同期，其收入增长了 8.4%，不包括外汇影响和一个非经常性项目。</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 77% 的收入。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将额外资金用于美国可再生能源开发的立法，未来几年应该不会缺乏可增长的资产。</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 看起来也物有所值。下图显示其股息收益率超过了其他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>数据来源：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，该公司预计可用于分配的现金的 73% 将来自可再生资产，从地域上看，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>Daniel Foelber（ChargePoint Holdings）：</b>如果你退后一步，想想美国正在进行的从内燃机汽车向电动汽车的转型，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 75 亿美元基础设施投资和 Actis 专门用于扩大国家电动汽车充电能力。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变得商品化，企业和消费者将简单地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 无法规避这种风险，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，因为它预先出售硬件。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。尽管电动汽车有所增长，但到目前为止，到 2021 年，电动汽车仅占美国汽车销量的 4%，而中国为 9%，欧洲为 14%。这为 ChargePoint 的业务扩大规模并实现盈利留下了足够的空间。</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>在ChargePoint等待电动汽车加速普及的同时，它建立了一个更大、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% 是直流快速充电端口。相比之下，请考虑<b>特斯拉</b>增压器网络由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 将在 2022 财年（截至 1 月 31 日）结束时实现年收入在 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 是一家快速增长的企业，它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>可再生能源股在 2021 年结束时可能不会表现良好，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":{"SPWR":0.9,"CHPT":0.9,"AY":0.9}},"isVote":1,"tweetType":1,"viewCount":4019,"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,"authorIdStr":"3555327015224476","idStr":"3555327015224476"},"themes":[],"title":"","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":4478,"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,"authorIdStr":"3555327015224476","idStr":"3555327015224476"},"themes":[],"title":"","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":3321,"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,"authorIdStr":"3555327015224476","idStr":"3555327015224476"},"themes":[],"title":"","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":3466,"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,"authorIdStr":"3555327015224476","idStr":"3555327015224476"},"themes":[],"title":"","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":3684,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}