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Maxangelos

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- MaxangelosMaxangelos
  ·2021-06-29
  Interesting. I almost thought alibaba will be crushed
  非常抱歉，此主贴已删除
  1,386 评论
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- MaxangelosMaxangelos
  ·2021-06-28
  True
  Cloudflare: High-Quality Business, But Not Cheap
  Summary Cloudflare is a high-performance CDN. Its paying customers continue to rapidly increase and
  Cloudflare: High-Quality Business, But Not Cheap
  1,144 评论
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- MaxangelosMaxangelos
  ·2021-06-25
  Dyinggg
  876 评论
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- MaxangelosMaxangelos
  ·2021-06-22
  I wonder how much was paid
  非常抱歉，此主贴已删除
  1,166 评论
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- MaxangelosMaxangelos
  ·2021-06-22
  Oh dear.
  非常抱歉，此主贴已删除
  715 评论
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- MaxangelosMaxangelos
  ·2021-06-22
  Yes
  The Bull Market Depends on These 2 Must-Watch Stocks This Week
  The stock market has done exceptionally well in 2021, continuing to climb to all-time record highs a
  The Bull Market Depends on These 2 Must-Watch Stocks This Week
  1,765 评论
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- MaxangelosMaxangelos
  ·2021-06-21
  Great ariticle, would you like to share it?
  非常抱歉，此主贴已删除
  1,228 评论
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- MaxangelosMaxangelos
  ·2021-06-21
  Great ariticle, would you like to share it?
  非常抱歉，此主贴已删除
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- MaxangelosMaxangelos
  ·2021-06-21
  Great!
  Huawei quietly powers up chipmaking investments
  (CAIXIN GLOBAL) - Embattled telecoms-equipment maker Huawei Technologies has extended a recent move
  Huawei quietly powers up chipmaking investments
  1,586 评论
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- MaxangelosMaxangelos
  ·2021-06-21
  Hope all goes well!
  非常抱歉，此主贴已删除
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I almost thought alibaba will be crushed&nbsp;","listText":"Interesting. I almost thought alibaba will be crushed&nbsp;","text":"Interesting. I almost thought alibaba will be crushed","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/159625632","repostId":"2147857893","repostType":4,"isVote":1,"tweetType":1,"viewCount":1386,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":150389455,"gmtCreate":1624887416277,"gmtModify":1633947503025,"author":{"id":"3570960659889242","authorId":"3570960659889242","name":"Maxangelos","avatar":"https://static.tigerbbs.com/ccba3d2f1a7d2b8a82607de96d5c732b","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570960659889242","authorIdStr":"3570960659889242"},"themes":[],"htmlText":"True","listText":"True","text":"True","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/150389455","repostId":"1170953229","repostType":4,"repost":{"id":"1170953229","kind":"news","pubTimestamp":1624885060,"share":"https://www.laohu8.com/m/news/1170953229?lang=&edition=full","pubTime":"2021-06-28 20:57","market":"us","language":"en","title":"Cloudflare: High-Quality Business, But Not Cheap","url":"https://stock-news.laohu8.com/highlight/detail?id=1170953229","media":"seekingalpha","summary":"Summary\n\nCloudflare is a high-performance CDN. Its paying customers continue to rapidly increase and","content":"<p><b>Summary</b></p>\n<ul>\n <li>Cloudflare is a high-performance CDN. Its paying customers continue to rapidly increase and show no signs of slowing down.</li>\n <li>Cloudflare's gross margins are very high, reaching the high 70s%.</li>\n <li>Cloudflare is priced at 53x forward sales, making it one of the most expensive SaaS names.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a7cd9332f245bbb2907015fd86c5ff20\" tg-width=\"1536\" tg-height=\"864\" referrerpolicy=\"no-referrer\"><span>imaginima/E+ via Getty Images</span></p>\n<p><b>Investment Thesis</b></p>\n<p>Cloudflare(NYSE:NET)is Content Delivery Network (''CDN''). As the world continues to rapidly digitize, the demand for high-quality and fast internet networks continues to increase. To this end, it's perhaps no surprise that investors have long ago understood these prospects and reflected this belief into Cloudflare's share price. In fact, Cloudflare is now priced at 53x forward sales making it one of the most expensive SaaS names.</p>\n<p>Having said that, Cloudflare's growth rates continue to be persistently high and stable. Investors interested in Cloudflare will have to adopt a firm buy-and-hold strategy.</p>\n<p><b>Voting Machine vs Weighing Machine</b></p>\n<p>Cloudflare is a Content Delivery Network (''CDN''). Its mission is to make the internet secure, faster, and more reliable.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0c97ad60d00f39022413a4453bb38d2d\" tg-width=\"635\" tg-height=\"433\"><span>Data by YCharts</span></p>\n<p>This time last year, investors were passionately clamoring for Fastly (FSLY). It was viewed by many as a company that could do no wrong. This year, it's a dramatically different setup as the graph above depicts. Fastly has fallen by the wayside, while Cloudflare is now the reigning champion.</p>\n<p>Investors are voting with their feet to exit Fastly and they are now piling in around Cloudflare.</p>\n<p>As a value investor, I would normally argue that this is likely to once again revert. Here is a quote from Horace that legendary investor Benjamin Graham's investment philosophy was based on:<i>many shall berestoredthat now are fallen and many shall fall that now are in honor.</i></p>\n<p>Having said that, for every snapping one-liner an investor might put out, the real investor's prospects lie in doing the work and attempting to discern the underlying opportunity.</p>\n<p><b>Cloudflare is a High-Quality Business</b></p>\n<p>Cloudflare's non-GAAP gross margins are not only incredibly high, but they are highly stable too.</p>\n<p><img src=\"https://static.tigerbbs.com/161c2d74e08d4ccf531ab30182bd8a62\" tg-width=\"747\" tg-height=\"613\" referrerpolicy=\"no-referrer\"></p>\n<p>As a reminder, this compares with Fastly's60.1%as of Q1 2021. On the surface, this is incredibly alluring and is a typical indicator of a high-quality business.</p>\n<p>On the other hand, as we look out to Cloudflare's full-year guidance, its non-GAAP operating margins are expected to come in at<i>a negative 4%</i>. Of course, this is a substantial improvement from the negative 8% from 2020 and puts Cloudflare very close to breakeven.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8a369e8d30ed6115c1e05ca0b8310f0a\" tg-width=\"516\" tg-height=\"237\"><span>Source: Long-Term Model</span></p>\n<p>Nevertheless, to go from<i>negative 4% to positive +20% in operating margins is a very steep climb</i>. So, investors should be cautious and take this guide with a pinch of salt.</p>\n<p>Moving on, its latest sets of results put Cloudflare's dollar-based net retention at 123%. This is an important metric because it not only shows that the company's customer base is sticky but reminds us that Cloudflare is capable of upselling 23% more services to its customers y/y.</p>\n<p>This insight, together with the fact that Cloudflare's paying customers continue to increase, should provide investors with confidence that Cloudflare's business is very healthy, as its revenues are increasing by a mixture of increasing customers and higher prices:</p>\n<p><img src=\"https://static.tigerbbs.com/6a4e8e1944ecc73a022a5710a3dc07ad\" tg-width=\"640\" tg-height=\"559\" referrerpolicy=\"no-referrer\"></p>\n<p>Revenue Growth Rates: Strong and Stable</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fdc3dff42f73ccfdfc3b2b4f9a0eb65a\" tg-width=\"640\" tg-height=\"285\"><span>Source: author's calculations; **company guidance</span></p>\n<p>Next, we can see above that Cloudflare continues to guide investors for mid-40s% CAGR - at least in the near term.</p>\n<p>Furthermore, knowing how conservative this management is, I suspect that Cloudflare will easily beat these targets and will perhaps even raise its guidance over the coming year.</p>\n<p>Nonetheless, we have to keep in mind that we are still discussing a company that's likely to finish 2021 with close to $600 million in revenues. In other words, growing at mid 40s% while the company is at sub $1 billion in revenues, and continuing to grow at mid-40s% at higher than $1 billion in revenues, it's quite a different feat. At some point, size takes a toll.</p>\n<p><b>Valuation - Not Cheap</b></p>\n<p>Cloudflare is priced at 53x forward sales. This implies that optimism towards Cloudflare is incredibly high. Even amongst SaaS names, I believe this is an outlier. I follow many companies in this space and I don't know of any that are priced as richly as this.</p>\n<p>The obvious comparison here is Fastly which is priced at 18x forward sales. But even amongst the cybersecurity names, a sector that is wildly known for its exuberant valuations the likes of CrowdStrike (CRWD) is priced at 42x sales.</p>\n<p><b>The Bottom Line</b></p>\n<p>Cloudflare is remarkably stable and growing at a rapid rate. Its valuation is not cheap at 53x sales, but there again high-quality companies rarely are. Investors intent on taking a position here may consider buying in dips.</p>\n<p>Having said that, I prefer to stick to companies with more hairs on them and more cheaply valued. Happy investing!</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>Cloudflare: High-Quality Business, But Not Cheap</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\">\nCloudflare: High-Quality Business, But Not Cheap\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-28 20:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4436906-cloudflare-high-quality-business-but-not-cheap><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nCloudflare is a high-performance CDN. Its paying customers continue to rapidly increase and show no signs of slowing down.\nCloudflare's gross margins are very high, reaching the high 70s%.\n...</p>\n\n<a href=\"https://seekingalpha.com/article/4436906-cloudflare-high-quality-business-but-not-cheap\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NET":"Cloudflare, Inc."},"source_url":"https://seekingalpha.com/article/4436906-cloudflare-high-quality-business-but-not-cheap","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170953229","content_text":"Summary\n\nCloudflare is a high-performance CDN. Its paying customers continue to rapidly increase and show no signs of slowing down.\nCloudflare's gross margins are very high, reaching the high 70s%.\nCloudflare is priced at 53x forward sales, making it one of the most expensive SaaS names.\n\nimaginima/E+ via Getty Images\nInvestment Thesis\nCloudflare(NYSE:NET)is Content Delivery Network (''CDN''). As the world continues to rapidly digitize, the demand for high-quality and fast internet networks continues to increase. To this end, it's perhaps no surprise that investors have long ago understood these prospects and reflected this belief into Cloudflare's share price. In fact, Cloudflare is now priced at 53x forward sales making it one of the most expensive SaaS names.\nHaving said that, Cloudflare's growth rates continue to be persistently high and stable. Investors interested in Cloudflare will have to adopt a firm buy-and-hold strategy.\nVoting Machine vs Weighing Machine\nCloudflare is a Content Delivery Network (''CDN''). Its mission is to make the internet secure, faster, and more reliable.\nData by YCharts\nThis time last year, investors were passionately clamoring for Fastly (FSLY). It was viewed by many as a company that could do no wrong. This year, it's a dramatically different setup as the graph above depicts. Fastly has fallen by the wayside, while Cloudflare is now the reigning champion.\nInvestors are voting with their feet to exit Fastly and they are now piling in around Cloudflare.\nAs a value investor, I would normally argue that this is likely to once again revert. Here is a quote from Horace that legendary investor Benjamin Graham's investment philosophy was based on:many shall berestoredthat now are fallen and many shall fall that now are in honor.\nHaving said that, for every snapping one-liner an investor might put out, the real investor's prospects lie in doing the work and attempting to discern the underlying opportunity.\nCloudflare is a High-Quality Business\nCloudflare's non-GAAP gross margins are not only incredibly high, but they are highly stable too.\n\nAs a reminder, this compares with Fastly's60.1%as of Q1 2021. On the surface, this is incredibly alluring and is a typical indicator of a high-quality business.\nOn the other hand, as we look out to Cloudflare's full-year guidance, its non-GAAP operating margins are expected to come in ata negative 4%. Of course, this is a substantial improvement from the negative 8% from 2020 and puts Cloudflare very close to breakeven.\nSource: Long-Term Model\nNevertheless, to go fromnegative 4% to positive +20% in operating margins is a very steep climb. So, investors should be cautious and take this guide with a pinch of salt.\nMoving on, its latest sets of results put Cloudflare's dollar-based net retention at 123%. This is an important metric because it not only shows that the company's customer base is sticky but reminds us that Cloudflare is capable of upselling 23% more services to its customers y/y.\nThis insight, together with the fact that Cloudflare's paying customers continue to increase, should provide investors with confidence that Cloudflare's business is very healthy, as its revenues are increasing by a mixture of increasing customers and higher prices:\n\nRevenue Growth Rates: Strong and Stable\nSource: author's calculations; **company guidance\nNext, we can see above that Cloudflare continues to guide investors for mid-40s% CAGR - at least in the near term.\nFurthermore, knowing how conservative this management is, I suspect that Cloudflare will easily beat these targets and will perhaps even raise its guidance over the coming year.\nNonetheless, we have to keep in mind that we are still discussing a company that's likely to finish 2021 with close to $600 million in revenues. In other words, growing at mid 40s% while the company is at sub $1 billion in revenues, and continuing to grow at mid-40s% at higher than $1 billion in revenues, it's quite a different feat. At some point, size takes a toll.\nValuation - Not Cheap\nCloudflare is priced at 53x forward sales. This implies that optimism towards Cloudflare is incredibly high. Even amongst SaaS names, I believe this is an outlier. I follow many companies in this space and I don't know of any that are priced as richly as this.\nThe obvious comparison here is Fastly which is priced at 18x forward sales. But even amongst the cybersecurity names, a sector that is wildly known for its exuberant valuations the likes of CrowdStrike (CRWD) is priced at 42x sales.\nThe Bottom Line\nCloudflare is remarkably stable and growing at a rapid rate. Its valuation is not cheap at 53x sales, but there again high-quality companies rarely are. Investors intent on taking a position here may consider buying in dips.\nHaving said that, I prefer to stick to companies with more hairs on them and more cheaply valued. Happy investing!","news_type":1,"symbols_score_info":{"NET":0.9}},"isVote":1,"tweetType":1,"viewCount":1144,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":126844501,"gmtCreate":1624553405003,"gmtModify":1634004408736,"author":{"id":"3570960659889242","authorId":"3570960659889242","name":"Maxangelos","avatar":"https://static.tigerbbs.com/ccba3d2f1a7d2b8a82607de96d5c732b","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570960659889242","authorIdStr":"3570960659889242"},"themes":[],"htmlText":"Dyinggg","listText":"Dyinggg","text":"Dyinggg","images":[{"img":"https://static.tigerbbs.com/2c321776c23c7c300938b22c5e3cfaf7","width":"1125","height":"3282"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/126844501","isVote":1,"tweetType":1,"viewCount":876,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":120757074,"gmtCreate":1624339379698,"gmtModify":1634007531981,"author":{"id":"3570960659889242","authorId":"3570960659889242","name":"Maxangelos","avatar":"https://static.tigerbbs.com/ccba3d2f1a7d2b8a82607de96d5c732b","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570960659889242","authorIdStr":"3570960659889242"},"themes":[],"htmlText":"I wonder how much was paid","listText":"I wonder how much was paid","text":"I wonder how much was paid","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/120757074","repostId":"2145030439","repostType":4,"isVote":1,"tweetType":1,"viewCount":1166,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":120754668,"gmtCreate":1624339334754,"gmtModify":1634007532554,"author":{"id":"3570960659889242","authorId":"3570960659889242","name":"Maxangelos","avatar":"https://static.tigerbbs.com/ccba3d2f1a7d2b8a82607de96d5c732b","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570960659889242","authorIdStr":"3570960659889242"},"themes":[],"htmlText":"Oh dear.&nbsp;","listText":"Oh dear.&nbsp;","text":"Oh dear.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/120754668","repostId":"2145032768","repostType":4,"isVote":1,"tweetType":1,"viewCount":715,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":120754958,"gmtCreate":1624339312474,"gmtModify":1634007532921,"author":{"id":"3570960659889242","authorId":"3570960659889242","name":"Maxangelos","avatar":"https://static.tigerbbs.com/ccba3d2f1a7d2b8a82607de96d5c732b","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570960659889242","authorIdStr":"3570960659889242"},"themes":[],"htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/120754958","repostId":"1175304129","repostType":4,"repost":{"id":"1175304129","kind":"news","pubTimestamp":1624329424,"share":"https://www.laohu8.com/m/news/1175304129?lang=&edition=full","pubTime":"2021-06-22 10:37","market":"us","language":"en","title":"The Bull Market Depends on These 2 Must-Watch Stocks This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1175304129","media":"fool","summary":"The stock market has done exceptionally well in 2021, continuing to climb to all-time record highs a","content":"<p>The stock market has done exceptionally well in 2021, continuing to climb to all-time record highs amid strong hopes for a recovering economy. With the world starting to emerge from the COVID-19 pandemic, investors are excited about the prospects for things returning to how they were before the huge disruptions we've seen across the globe since early 2020. That excitement played out in major market benchmarks Monday morning, as the&nbsp;<b>Dow Jones Industrial Average</b>(DJINDICES:^DJI)climbed more than 500 points to 33,800, the&nbsp;<b>S&amp;P 500</b>(SNPINDEX:^GSPC)gained 47 points to 4,214, and the&nbsp;<b>Nasdaq Composite</b>(NASDAQINDEX:^IXIC)climbed 67 points to 14,098.</p>\n<p>Earnings season is always a good way to tell how individual companies are faring, but some businesses have more importance than others. Later this week, delivery specialist&nbsp;<b>FedEx</b>(NYSE:FDX)and athletic apparel giant&nbsp;<b>Nike</b>(NYSE:NKE)will give their latest readings on their corporate results. Both will have major implications not just for their own shareholders but for those following the broader economy as well.</p>\n<p>Delivering for investors?</p>\n<p>FedEx is set to report its latest results on Thursday, June 24. Investors are expecting big things from the company, but a lot more will depend on what FedEx says about what the future will bring.</p>\n<p>Given the hit that FedEx took this time last year, it should come as little surprise that those following the delivery giant are looking for a major rebound. Consensus estimates among those tracking FedEx see earnings nearly doubling from year-ago levels, with revenue slated to rise at a healthy 24% pace.</p>\n<p>Indeed, in some ways,FedEx has too much of a good thing. Earlier this month, the company said it would cut service to some of its logistics customers who seek out less-than-truckload shipping services. The reason: Exceptionally strong demand was causing bottlenecks at key terminal locations that in turn were threatening to delay shipments. The issues aren't unique to FedEx, instead reflecting capacity constraints throughout the industry that are creating potential disruptions for customers seeking to get goods where they need to go.</p>\n<p>Investors will want to pay particularly close attention to any guidance that FedEx gives for its fiscal 2022 year. After having seen so much e-commerce activity drive pandemic-related gains, a return to more typical business conditions could create a temporary pause in FedEx's growth. How much that appears in projections could in turn say a lot about whether the stock can return to its former upward trajectory.</p>\n<p>Doing it</p>\n<p>Nike is also slated to release its financial results on Thursday morning. Investors hope to see a significant reversal from last year's painful experience.</p>\n<p>Nike appears to be ready to get back on trackwith its quarterly results. Revenue is expected to soar more than 75% from year-ago levels, which reflected store closures and other disruptions related to the pandemic. Nike's earnings will likely reverse year-ago losses, although bottom-line performance is still in the process of recovering from more difficult conditions.</p>\n<p>The big question is how a couple of key aspects of Nike's business will balance out. On one hand, demand is soaring both in Nike's home North American market and overseas in key places like China. That could help support revenue and profit gains into the coming fiscal year. At the same time, though, prices for materials have been on the rise, and that in turn could present challenges to profit margins.</p>\n<p>Nevertheless, Nike is looking to put its marketing machine to the test, with plenty of new product launches designed to stoke demand and give consumers a place to spend their savings. The success of those launches could well define the course of Nike's fiscal 2022, and that in turn could determine whether the stock can climb further after sizable gains over the past year or so.</p>\n<p>Be ready</p>\n<p>With so much uncertainty in the markets, key earnings reports can make or break the future direction for stocks. Market participants will watch releases from FedEx and Nike closely to find hints to where those two stocks -- and the entire market -- will move from here.</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>The Bull Market Depends on These 2 Must-Watch Stocks This Week</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\">\nThe Bull Market Depends on These 2 Must-Watch Stocks This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-22 10:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/06/21/bull-market-depends-on-these-2-must-watch-stocks/><strong>fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The stock market has done exceptionally well in 2021, continuing to climb to all-time record highs amid strong hopes for a recovering economy. With the world starting to emerge from the COVID-19 ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/06/21/bull-market-depends-on-these-2-must-watch-stocks/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NKE":"耐克","FDX":"联邦快递"},"source_url":"https://www.fool.com/investing/2021/06/21/bull-market-depends-on-these-2-must-watch-stocks/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175304129","content_text":"The stock market has done exceptionally well in 2021, continuing to climb to all-time record highs amid strong hopes for a recovering economy. With the world starting to emerge from the COVID-19 pandemic, investors are excited about the prospects for things returning to how they were before the huge disruptions we've seen across the globe since early 2020. That excitement played out in major market benchmarks Monday morning, as the Dow Jones Industrial Average(DJINDICES:^DJI)climbed more than 500 points to 33,800, the S&P 500(SNPINDEX:^GSPC)gained 47 points to 4,214, and the Nasdaq Composite(NASDAQINDEX:^IXIC)climbed 67 points to 14,098.\nEarnings season is always a good way to tell how individual companies are faring, but some businesses have more importance than others. Later this week, delivery specialist FedEx(NYSE:FDX)and athletic apparel giant Nike(NYSE:NKE)will give their latest readings on their corporate results. Both will have major implications not just for their own shareholders but for those following the broader economy as well.\nDelivering for investors?\nFedEx is set to report its latest results on Thursday, June 24. Investors are expecting big things from the company, but a lot more will depend on what FedEx says about what the future will bring.\nGiven the hit that FedEx took this time last year, it should come as little surprise that those following the delivery giant are looking for a major rebound. Consensus estimates among those tracking FedEx see earnings nearly doubling from year-ago levels, with revenue slated to rise at a healthy 24% pace.\nIndeed, in some ways,FedEx has too much of a good thing. Earlier this month, the company said it would cut service to some of its logistics customers who seek out less-than-truckload shipping services. The reason: Exceptionally strong demand was causing bottlenecks at key terminal locations that in turn were threatening to delay shipments. The issues aren't unique to FedEx, instead reflecting capacity constraints throughout the industry that are creating potential disruptions for customers seeking to get goods where they need to go.\nInvestors will want to pay particularly close attention to any guidance that FedEx gives for its fiscal 2022 year. After having seen so much e-commerce activity drive pandemic-related gains, a return to more typical business conditions could create a temporary pause in FedEx's growth. How much that appears in projections could in turn say a lot about whether the stock can return to its former upward trajectory.\nDoing it\nNike is also slated to release its financial results on Thursday morning. Investors hope to see a significant reversal from last year's painful experience.\nNike appears to be ready to get back on trackwith its quarterly results. Revenue is expected to soar more than 75% from year-ago levels, which reflected store closures and other disruptions related to the pandemic. Nike's earnings will likely reverse year-ago losses, although bottom-line performance is still in the process of recovering from more difficult conditions.\nThe big question is how a couple of key aspects of Nike's business will balance out. On one hand, demand is soaring both in Nike's home North American market and overseas in key places like China. That could help support revenue and profit gains into the coming fiscal year. At the same time, though, prices for materials have been on the rise, and that in turn could present challenges to profit margins.\nNevertheless, Nike is looking to put its marketing machine to the test, with plenty of new product launches designed to stoke demand and give consumers a place to spend their savings. The success of those launches could well define the course of Nike's fiscal 2022, and that in turn could determine whether the stock can climb further after sizable gains over the past year or so.\nBe ready\nWith so much uncertainty in the markets, key earnings reports can make or break the future direction for stocks. Market participants will watch releases from FedEx and Nike closely to find hints to where those two stocks -- and the entire market -- will move from here.","news_type":1,"symbols_score_info":{"FDX":0.9,"NKE":0.9}},"isVote":1,"tweetType":1,"viewCount":1765,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":167588539,"gmtCreate":1624277462121,"gmtModify":1634008549501,"author":{"id":"3570960659889242","authorId":"3570960659889242","name":"Maxangelos","avatar":"https://static.tigerbbs.com/ccba3d2f1a7d2b8a82607de96d5c732b","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570960659889242","authorIdStr":"3570960659889242"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/167588539","repostId":"2145208803","repostType":4,"isVote":1,"tweetType":1,"viewCount":1228,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":167588194,"gmtCreate":1624277428418,"gmtModify":1634008549624,"author":{"id":"3570960659889242","authorId":"3570960659889242","name":"Maxangelos","avatar":"https://static.tigerbbs.com/ccba3d2f1a7d2b8a82607de96d5c732b","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570960659889242","authorIdStr":"3570960659889242"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/167588194","repostId":"2145083892","repostType":4,"isVote":1,"tweetType":1,"viewCount":807,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":167588992,"gmtCreate":1624277416716,"gmtModify":1634008549746,"author":{"id":"3570960659889242","authorId":"3570960659889242","name":"Maxangelos","avatar":"https://static.tigerbbs.com/ccba3d2f1a7d2b8a82607de96d5c732b","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570960659889242","authorIdStr":"3570960659889242"},"themes":[],"htmlText":"Great!","listText":"Great!","text":"Great!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/167588992","repostId":"2145083892","repostType":4,"repost":{"id":"2145083892","kind":"news","pubTimestamp":1624251000,"share":"https://www.laohu8.com/m/news/2145083892?lang=&edition=full","pubTime":"2021-06-21 12:50","market":"sg","language":"en","title":"Huawei quietly powers up chipmaking investments","url":"https://stock-news.laohu8.com/highlight/detail?id=2145083892","media":"The Straits Times","summary":"(CAIXIN GLOBAL) - Embattled telecoms-equipment maker Huawei Technologies has extended a recent move ","content":"<div>\n<p>(CAIXIN GLOBAL) - Embattled telecoms-equipment maker Huawei Technologies has extended a recent move into the high-tech microchip sector with a new investment in high-powered lasers, as it seeks to ...</p>\n\n<a href=\"http://www.straitstimes.com/asia/east-asia/huawei-quietly-powers-up-chipmaking-investments\">Web Link</a>\n\n</div>\n","source":"straits_highlight","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>Huawei quietly powers up chipmaking investments</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; 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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\">\nHuawei quietly powers up chipmaking investments\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-21 12:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=http://www.straitstimes.com/asia/east-asia/huawei-quietly-powers-up-chipmaking-investments><strong>The Straits Times</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(CAIXIN GLOBAL) - Embattled telecoms-equipment maker Huawei Technologies has extended a recent move into the high-tech microchip sector with a new investment in high-powered lasers, as it seeks to ...</p>\n\n<a href=\"http://www.straitstimes.com/asia/east-asia/huawei-quietly-powers-up-chipmaking-investments\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"http://www.straitstimes.com/asia/east-asia/huawei-quietly-powers-up-chipmaking-investments","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2145083892","content_text":"(CAIXIN GLOBAL) - Embattled telecoms-equipment maker Huawei Technologies has extended a recent move into the high-tech microchip sector with a new investment in high-powered lasers, as it seeks to lower its dependence on foreign technology.\nIn its latest move into the space, Huawei's fully-owned Hubble Technology Investment Co Ltd on June 2 invested in RSLaser, whose products are used in the lithography process central to making the microchips that power most modern devices.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1586,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":167583910,"gmtCreate":1624277270430,"gmtModify":1631884323733,"author":{"id":"3570960659889242","authorId":"3570960659889242","name":"Maxangelos","avatar":"https://static.tigerbbs.com/ccba3d2f1a7d2b8a82607de96d5c732b","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570960659889242","authorIdStr":"3570960659889242"},"themes":[],"htmlText":"Hope all goes well!","listText":"Hope all goes well!","text":"Hope all goes well!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/167583910","repostId":"1158262499","repostType":4,"isVote":1,"tweetType":1,"viewCount":630,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":false}