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yeo
yeo
·
2021-12-23
👍
5 Reasons Apple Stock Can Trade Higher From Here
Over the last two years,Apple stock has rallied an extraordinary 141%, driving the company’s market
5 Reasons Apple Stock Can Trade Higher From Here
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yeo
yeo
·
2021-12-23
Up up
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yeo
yeo
·
2021-12-22
Let's go
Nikola 2022: A Smoother Ride Ahead After SEC Settlement?
The BEV and fuel-cell vehicle developer has gotten past a major regulatory and legal overhang
Nikola 2022: A Smoother Ride Ahead After SEC Settlement?
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yeo
yeo
·
2021-12-21
Hmm🤔
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yeo
yeo
·
2021-12-21
👍👍
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yeo
yeo
·
2021-12-19
Need a boost. Let's go
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yeo
yeo
·
2021-12-01
Back to roller coaster ride. Up down up down, down down down up down
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Citi believes the AR/VR market “is poised for growth,” he writes. “The technology is the core of Apple’s next big hardware push beyond the iPhone, iPad, and Apple Watch.” He expects details on the product to emerge at the company’s annual developers conference in June. He expects a device priced in the $750 to $1,000 range.</p>\n<p>Another reason for his bullishness is that service revenue growth isn’t likely to be affected by regulatory changes, Suva writes. While litigation has targeted Apple’s limitations on the use of third-party payment systems in apps, Suva thinks the outcome won’t be material to revenue.</p>\n<p>“Many users prefer convenience and security over a small amount of financial savings,” he writes. “For developers, chasing higher margins via off-store billing is likely to come at the expense of lower conversion rates and, by extension, lower revenues.”</p>\n<p>Apple shares, Suva adds, will also continue to benefit from the company’s aggressive posture on returning cash to holders via dividends and especially stock repurchases. With Apple generating more than $100 billion a year in free cash flow, he says, the company is likely to return at least $100 billion a year to holders. He notes that the company has announced new buyback plans in May in each of the last four years, and he sees another $90 billion authorization ahead—and he sees a 10% dividend hike coming.</p>\n<p>Not least, Suva is upbeat on the prospect of an Apple Car. He expects a launch in 2025 or sooner.</p>\n<p>“Apple entering the auto market is a matter not of ‘if’ but ‘when and to what extent,’” he writes. The analyst lays out two scenarios for Apple and cars. The first is that the company goes all in, and builds an Apple Car via outsourced production. The result could be a 10% to 15% boost to overall sales, with a 5% to 11% lift to Ebitda, or earnings before interest, taxes, depreciation and amortization. A more modest scenario has Apple focusing on the IT ecosystem for cars, like CarPlay, with a 2% lift to sales, and a 1% to 2% boost to Ebitda, he writes.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>5 Reasons Apple Stock Can Trade Higher From Here</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n5 Reasons Apple Stock Can Trade Higher From Here\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-23 09:35 GMT+8 <a href=https://www.barrons.com/articles/apple-stock-higher-51640199308?mod=hp_LEAD_3_B_1><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Over the last two years,Apple stock has rallied an extraordinary 141%, driving the company’s market capitalization to nearly $3 trillion, as the company saw remarkable growth across every business ...</p>\n\n<a href=\"https://www.barrons.com/articles/apple-stock-higher-51640199308?mod=hp_LEAD_3_B_1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.barrons.com/articles/apple-stock-higher-51640199308?mod=hp_LEAD_3_B_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152254856","content_text":"Over the last two years,Apple stock has rallied an extraordinary 141%, driving the company’s market capitalization to nearly $3 trillion, as the company saw remarkable growth across every business segment – iPhones, Macs, iPads, wearables and services.\nThere are reasons to expect higher highs—and many new gadgets—ahead.\nCiti analyst Jim Suva in a new research note repeated his Buy rating on Apple shares (ticker: AAPL). He lifted his price target to $200, from $170, which implies about 15% appreciation from the stock’s current level. Apple shares on Wednesday rose 1.5%, to $175.64.\nSuva offers a list of five reasons Apple can climb even higher in 2022.\nFor starters, he sees continued revenue growth, driven in particular by strong iPhone demand and growth in related services. While investor sentiment on consumer hardware has turned “very dour” on concerns that demand for PCs and other gear will revert to prepandemic levels, Suva isn’t buying that view. He estimates that the installed base of iPhones has reached more than 1 billion, with replacement cycle times remaining the same or shortening.\n“This implies that users value their devices and technology and will likely continue to invest in upgrades on a regular basis,” Suva writes. “Assuming that replacement rates hover around three years for smartphones and modeling for some of these upgrades to be refurbished devices, we believe that this suggests that the installed base upgrades still have room to translate into unit growth ahead, especially as 5G continues to roll out across major economies.”\nSuva thinks iPhone 14, coming next fall, will include a faster processor, longer battery life, and higher-resolution cameras. He sees Apple launching a foldable phone in 2023.\nHe’s also bullish on the coming debut of a virtual/augmented reality headset, widely expected in the 2022 second half. Citi believes the AR/VR market “is poised for growth,” he writes. “The technology is the core of Apple’s next big hardware push beyond the iPhone, iPad, and Apple Watch.” He expects details on the product to emerge at the company’s annual developers conference in June. He expects a device priced in the $750 to $1,000 range.\nAnother reason for his bullishness is that service revenue growth isn’t likely to be affected by regulatory changes, Suva writes. While litigation has targeted Apple’s limitations on the use of third-party payment systems in apps, Suva thinks the outcome won’t be material to revenue.\n“Many users prefer convenience and security over a small amount of financial savings,” he writes. “For developers, chasing higher margins via off-store billing is likely to come at the expense of lower conversion rates and, by extension, lower revenues.”\nApple shares, Suva adds, will also continue to benefit from the company’s aggressive posture on returning cash to holders via dividends and especially stock repurchases. With Apple generating more than $100 billion a year in free cash flow, he says, the company is likely to return at least $100 billion a year to holders. He notes that the company has announced new buyback plans in May in each of the last four years, and he sees another $90 billion authorization ahead—and he sees a 10% dividend hike coming.\nNot least, Suva is upbeat on the prospect of an Apple Car. He expects a launch in 2025 or sooner.\n“Apple entering the auto market is a matter not of ‘if’ but ‘when and to what extent,’” he writes. The analyst lays out two scenarios for Apple and cars. The first is that the company goes all in, and builds an Apple Car via outsourced production. The result could be a 10% to 15% boost to overall sales, with a 5% to 11% lift to Ebitda, or earnings before interest, taxes, depreciation and amortization. A more modest scenario has Apple focusing on the IT ecosystem for cars, like CarPlay, with a 2% lift to sales, and a 1% to 2% boost to Ebitda, he writes.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":2860,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691241078,"gmtCreate":1640215589693,"gmtModify":1640215589693,"author":{"id":"3558440698099291","authorId":"3558440698099291","name":"yeo","avatar":"https://static.tigerbbs.com/f2ac157a0de74e3fac334b84c7779a75","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558440698099291","authorIdStr":"3558440698099291"},"themes":[],"htmlText":"Up up","listText":"Up up","text":"Up up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/691241078","repostId":"1116093171","repostType":4,"isVote":1,"tweetType":1,"viewCount":2051,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691944478,"gmtCreate":1640131238494,"gmtModify":1640131238554,"author":{"id":"3558440698099291","authorId":"3558440698099291","name":"yeo","avatar":"https://static.tigerbbs.com/f2ac157a0de74e3fac334b84c7779a75","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558440698099291","authorIdStr":"3558440698099291"},"themes":[],"htmlText":"Let's go","listText":"Let's go","text":"Let's go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/691944478","repostId":"2193169219","repostType":4,"repost":{"id":"2193169219","kind":"news","pubTimestamp":1640130516,"share":"https://www.laohu8.com/m/news/2193169219?lang=&edition=full","pubTime":"2021-12-22 07:48","market":"us","language":"en","title":"Nikola 2022: A Smoother Ride Ahead After SEC Settlement?","url":"https://stock-news.laohu8.com/highlight/detail?id=2193169219","media":"GuruFocus","summary":"The BEV and fuel-cell vehicle developer has gotten past a major regulatory and legal overhang","content":"<div>\n<p>Summary\n\nNikola has been badly battered over the past year thanks to federal charges leveled against its founder, Trevor Milton.\nOn Dec. 21, the SEC announced that it had reached a settlement with ...</p>\n\n<a href=\"https://www.gurufocus.com/news/1601659/Nikola-2022:-A-Smoother-Ride-Ahead-After-SEC-Settlement?\">Web Link</a>\n\n</div>\n","source":"lsy1605318755435","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNikola 2022: A Smoother Ride Ahead After SEC Settlement?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-22 07:48 GMT+8 <a href=https://www.gurufocus.com/news/1601659/Nikola-2022:-A-Smoother-Ride-Ahead-After-SEC-Settlement?><strong>GuruFocus</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nNikola has been badly battered over the past year thanks to federal charges leveled against its founder, Trevor Milton.\nOn Dec. 21, the SEC announced that it had reached a settlement with ...</p>\n\n<a href=\"https://www.gurufocus.com/news/1601659/Nikola-2022:-A-Smoother-Ride-Ahead-After-SEC-Settlement?\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4149":"建筑机械与重型卡车","BK4561":"索罗斯持仓","GM":"通用汽车","BK4555":"新能源车","BK4099":"汽车制造商","BK4562":"SPAC上市公司","BK4559":"巴菲特持仓","BK4551":"寇图资本持仓","BK4566":"资本集团"},"source_url":"https://www.gurufocus.com/news/1601659/Nikola-2022:-A-Smoother-Ride-Ahead-After-SEC-Settlement?","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2193169219","content_text":"Summary\n\nNikola has been badly battered over the past year thanks to federal charges leveled against its founder, Trevor Milton.\nOn Dec. 21, the SEC announced that it had reached a settlement with Nikola to the tune of $125 million.\nNikola is also gearing up to deliver the first test models of the Tre BEV, an electric semi truck and its first commercial product.\nWith its legal and regulatory issues largely resolved, Nikola looks a lot better heading into 2022.\n\n\nNikola Corp. (NASDAQ:NKLA) has spent much of 2021 trying to pull itself out of the legal tarpit left in the wake of founder and erstwhile CEO Trevor Miltons unceremonious resignation the year before. Milton left the automaker under a cloud of federal fraud allegations.\nAs I have covered previously, these allegations proved enough not only to deflate investor confidence in the young automaker, but also to kill a promising partnership with General Motors Co. (NYSE:GM). Consequently, Nikola has been forced to dedicate significant time and resources to addressing federal allegations and investigations, even as it has striven to bring its hydrogen fuel-cell and battery-electric vehicle (BEV) products to commercial readiness.\nWith the year drawing to a close, it appears that Nikola may have succeeded in sloughing off the dead weight of the past.\nLegal overhang removed\nThe Securities and Exchange Commission opened an investigation of Milton and Nikola after it was revealed that a major publicity event, during which Nikolas forthcoming electric semi truck was shown to drive ostensibly under its own power, had been completely staged. As it turned out, the truck was far from the functional production model that Milton claimed it to be. Indeed, it was not even able to run on its own power, instead having to be pushed down a hill in order to create the illusion of driving functionality. Federal prosecutors charged Milton with fraud in July.\nNikolas post-Milton management team has worked hard to distance themselves and the company from the embattled founder. It seems these efforts have paid off. On Dec. 21, the SEC announced that it had reached a settlement with Nikola to the tune of $125 million:\n\n The order finds that Milton misled investors about Nikolas technological advancements, in-house production capabilities, hydrogen production, truck reservations and orders, and financial outlook. The order also finds that Nikola further misled investors by misrepresenting or omitting material facts about the refueling time of its prototype vehicles, the status of its headquarters hydrogen station, the anticipated cost and sources of electricity for its planned hydrogen production, and the economic risks and benefits associated with its contemplated partnership with a leading auto manufacturer\n\n\n The Commissions order finds that Nikola violated the antifraud and disclosure control provisions of the federal securities laws. Without admitting or denying the Commissions findings, Nikola agreed to cease and desist from future violations of the charged provisions, to certain voluntary undertakings, and to pay a $125 million penalty. Nikola also agreed to continue cooperating with the Commissions ongoing litigation and investigation. The order also establishes a Fair Fund to return the penalty proceeds to victim investors.\n\nThis was a big win for Nikola since, as automotive industry analyst John Rosevear pointed out on Dec. 21, all known federal investigations into the company have now been resolved.\nReady to deliver\nIn addition to its 11th-hour regulatory reprieve, Nikola has also managed to rack up an end-of-year operational victory. Specifically, the company is at last ready to begin delivering test models of its electric semi truck, the Tre BEV. As Car & Drivers Caleb Miller reported on Dec. 20, the first two test vehicles are rolling out:\n\n The two Tre BEV trucks went to Total Transportation Services Inc. (TTSI), a trucking company operating at the Los Angeles and Long Beach portsTTSI has a letter of intent from Nikola for 100 trucks following a trial program of two Tre BEVs and two Tre FCEVs. Nikola hasn't said when TTSI will receive its Tre FCEV pilot trucks, but after the program ends, Nikola aims to deliver 30 Tre BEVs to the company in 2022 and 70 Tre FCEVs in 2023.\n\nThe electric semi-hauler will put Nikolas engineering capabilities to the test in a real-world setting for the first time. With a claimed range of 350 miles and top speed of 75 miles per hour, the Tre BEV boasts impressive specs. Given the scale of its planned financial commitment, TTSI is likely to test the accuracy of Nikolas claims quite rigorously.\nWhile the Tre BEV is evidently ready to face the crucible of customer testing, the hydrogen fuel-cell version at the heart of Miltons current legal woes is not yet ready for primetime. When it is, it could prove transformational, not just for Nikola, but for the whole automotive industry, at least according to the more enthusiastic analysts following the companys progress.\nThe road ahead\nWith its legal and regulatory overhang apparently lifted, Nikola may see its battered share price begin to recover in the coming year. Down 44% in the last 12 months, Nikola could certainly use a reprieve. With a market capitalization of $4 billion, Nikola is a whole lot cheaper than many of the high-flying BEV stocks that have captured the markets imagination.\nThe upcoming year could prove to be a pivotal year for Nikola, in my assessment. I will certainly be watching its progress toward commercialization of its first vehicle models with great interest.","news_type":1,"symbols_score_info":{"GM":0.6,"NKLA":0.9}},"isVote":1,"tweetType":1,"viewCount":2504,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693241717,"gmtCreate":1640044653654,"gmtModify":1640044653724,"author":{"id":"3558440698099291","authorId":"3558440698099291","name":"yeo","avatar":"https://static.tigerbbs.com/f2ac157a0de74e3fac334b84c7779a75","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558440698099291","authorIdStr":"3558440698099291"},"themes":[],"htmlText":"Hmm🤔","listText":"Hmm🤔","text":"Hmm🤔","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693241717","repostId":"1190064932","repostType":4,"isVote":1,"tweetType":1,"viewCount":1693,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693241900,"gmtCreate":1640044579338,"gmtModify":1640044579406,"author":{"id":"3558440698099291","authorId":"3558440698099291","name":"yeo","avatar":"https://static.tigerbbs.com/f2ac157a0de74e3fac334b84c7779a75","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558440698099291","authorIdStr":"3558440698099291"},"themes":[],"htmlText":"👍👍","listText":"👍👍","text":"👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693241900","repostId":"2193136468","repostType":4,"isVote":1,"tweetType":1,"viewCount":2746,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699524911,"gmtCreate":1639844992058,"gmtModify":1639844992150,"author":{"id":"3558440698099291","authorId":"3558440698099291","name":"yeo","avatar":"https://static.tigerbbs.com/f2ac157a0de74e3fac334b84c7779a75","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558440698099291","authorIdStr":"3558440698099291"},"themes":[],"htmlText":"Need a boost. 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