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- WaiZhengWaiZheng
  ·2021-06-17
  Great stuff
  非常抱歉，此主贴已删除
  1,359 评论
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- WaiZhengWaiZheng
  ·2021-03-23
  The game really stopped?
  GameStop Reports Earnings on Tuesday. Why There Might Be Good News.
  GameStop’s fiscal fourth-quarter earnings report is due after the market closes on Tuesday. Data fro
  GameStop Reports Earnings on Tuesday. Why There Might Be Good News.
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- WaiZhengWaiZheng
  ·2021-03-17
  Buy it before too late.
  非常抱歉，此主贴已删除
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- WaiZhengWaiZheng
  ·2021-03-16
  Roku
  Better Buy: Disney vs. Roku
  Mickey Mouse meets your streaming hub. Let's pick the better investment.
  Better Buy: Disney vs. Roku
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- WaiZhengWaiZheng
  ·2021-03-15
  Woah
  非常抱歉，此主贴已删除
  1,402 评论
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- WaiZhengWaiZheng
  ·2021-02-27
  Should I clear position?
  Why stock investors are starting to really worry about rising bond yields
  KEY POINTS Since February 10th, 10-year Treasury yields have moved from 1.13% to as high as 1.61%,
  Why stock investors are starting to really worry about rising bond yields
  702 1
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- WaiZhengWaiZheng
  ·2021-02-25
  Buy now before late
  Alibaba, Once a Fund Darling, Dumped By Point72, Hillhouse
  Investors cut holdings by $89 billion in fourth quarterGrowth potential of Jack Ma’s business empire
  Alibaba, Once a Fund Darling, Dumped By Point72, Hillhouse
  478 评论
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- WaiZhengWaiZheng
  ·2021-02-16
  Great
  非常抱歉，此主贴已删除
  507 评论
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- WaiZhengWaiZheng
  ·2021-02-08
  Sad
  Luckin Coffee Files for Chapter 15 Bankruptcy in New York
  (Bloomberg) -- Embattled Chinese coffee chain Luckin Coffee Inc. filed for Chapter 15 bankruptcy in
  Luckin Coffee Files for Chapter 15 Bankruptcy in New York
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- WaiZhengWaiZheng
  ·2021-02-05
  Nice
  非常抱歉，此主贴已删除
  739 评论
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Why There Might Be Good News.","url":"https://stock-news.laohu8.com/highlight/detail?id=1158244799","media":"Barrons","summary":"GameStop’s fiscal fourth-quarter earnings report is due after the market closes on Tuesday. Data fro","content":"<p>GameStop’s&nbsp;fiscal fourth-quarter earnings report is due after the market closes on Tuesday. Data from Placer.ai indicates foot traffic trends at the stores were mostly steady in January, but were rebounding in recent weeks.</p>\n<p>Placer.ai tracked visitor counts, observing that GameStop’s (ticker: GME) weekly visits were down around 18% year-over-year during the week of Dec. 28. That decline narrowed to 12% the next week, but visitor trends declined for the following four weeks.</p>\n<p>The retailer has seen improving trends following the week that started Feb. 15, when foot traffic was down 26% year-over-year. Weekly visits were only down 3.9% during the week that started March 8. The firm notes that’s the narrowest year-over-year gap for GameStop in months.</p>\n<p>“GameStop has returned to visit levels found in early January and appears to be on a strong recovery trajectory heading into the spring,” Ethan Chernofsky, vice president of marketing at Placer.ai,wrote in a post.</p>\n<p>While a reduction in Covid-19 restrictions in some states, in tandem with less severe weather could be the major factor driving improved visits, Chernofsky notes the brand could also be seeing a boost from renewed attention from the recent GameStop stock saga.</p>\n<p>Wall Street’s consensus estimate&nbsp;calls for same-store-sales growth of 4.7% year-over-year during the fiscal fourth quarter, which ended in January, according to FactSet. The company announced on Jan. 11 that same-store-sales were up 4.8% during the nine-week holiday period, which ended Jan. 2. Still, e-commerce sales were up 309%, meaning foot traffic may not give the full picture.</p>\n<p>The team at Placer.ai note that AMC Theatres&nbsp;also saw a rebound&nbsp;from a year-over-year decline of 79.2% during the week of Feb. 15 to a year-over-year decline of 47.9% during the week of March 8.</p>\n<p>AMC Entertainment Holdings&nbsp;stock (AMC) has rocketed 489% year-to-date, while GameStop stock is up 932%.</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>GameStop Reports Earnings on Tuesday. Why There Might Be Good News.</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\">\nGameStop Reports Earnings on Tuesday. Why There Might Be Good News.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-23 17:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/gamestop-reports-earnings-on-tuesday-foot-traffic-at-its-stores-is-improving-51616452564?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>GameStop’s fiscal fourth-quarter earnings report is due after the market closes on Tuesday. Data from Placer.ai indicates foot traffic trends at the stores were mostly steady in January, but were ...</p>\n\n<a href=\"https://www.barrons.com/articles/gamestop-reports-earnings-on-tuesday-foot-traffic-at-its-stores-is-improving-51616452564?mod=RTA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GME":"游戏驿站"},"source_url":"https://www.barrons.com/articles/gamestop-reports-earnings-on-tuesday-foot-traffic-at-its-stores-is-improving-51616452564?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158244799","content_text":"GameStop’s fiscal fourth-quarter earnings report is due after the market closes on Tuesday. Data from Placer.ai indicates foot traffic trends at the stores were mostly steady in January, but were rebounding in recent weeks.\nPlacer.ai tracked visitor counts, observing that GameStop’s (ticker: GME) weekly visits were down around 18% year-over-year during the week of Dec. 28. That decline narrowed to 12% the next week, but visitor trends declined for the following four weeks.\nThe retailer has seen improving trends following the week that started Feb. 15, when foot traffic was down 26% year-over-year. Weekly visits were only down 3.9% during the week that started March 8. The firm notes that’s the narrowest year-over-year gap for GameStop in months.\n“GameStop has returned to visit levels found in early January and appears to be on a strong recovery trajectory heading into the spring,” Ethan Chernofsky, vice president of marketing at Placer.ai,wrote in a post.\nWhile a reduction in Covid-19 restrictions in some states, in tandem with less severe weather could be the major factor driving improved visits, Chernofsky notes the brand could also be seeing a boost from renewed attention from the recent GameStop stock saga.\nWall Street’s consensus estimate calls for same-store-sales growth of 4.7% year-over-year during the fiscal fourth quarter, which ended in January, according to FactSet. The company announced on Jan. 11 that same-store-sales were up 4.8% during the nine-week holiday period, which ended Jan. 2. Still, e-commerce sales were up 309%, meaning foot traffic may not give the full picture.\nThe team at Placer.ai note that AMC Theatres also saw a rebound from a year-over-year decline of 79.2% during the week of Feb. 15 to a year-over-year decline of 47.9% during the week of March 8.\nAMC Entertainment Holdings stock (AMC) has rocketed 489% year-to-date, while GameStop stock is up 932%.","news_type":1,"symbols_score_info":{"GME":0.9}},"isVote":1,"tweetType":1,"viewCount":525,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":324650584,"gmtCreate":1615990689648,"gmtModify":1703496068968,"author":{"id":"3574464879040443","authorId":"3574464879040443","name":"WaiZheng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574464879040443","idStr":"3574464879040443"},"themes":[],"htmlText":"Buy it before too late.&nbsp;","listText":"Buy it before too late.&nbsp;","text":"Buy it before too late.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/324650584","repostId":"1179894269","repostType":4,"isVote":1,"tweetType":1,"viewCount":436,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":325373651,"gmtCreate":1615869564473,"gmtModify":1703494247240,"author":{"id":"3574464879040443","authorId":"3574464879040443","name":"WaiZheng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574464879040443","idStr":"3574464879040443"},"themes":[],"htmlText":"Roku","listText":"Roku","text":"Roku","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/325373651","repostId":"2119794512","repostType":4,"repost":{"id":"2119794512","kind":"news","pubTimestamp":1615866656,"share":"https://ttm.financial/m/news/2119794512?lang=&edition=full","pubTime":"2021-03-16 11:50","market":"us","language":"en","title":"Better Buy: Disney vs. Roku","url":"https://stock-news.laohu8.com/highlight/detail?id=2119794512","media":"Motley Fool","summary":"Mickey Mouse meets your streaming hub. Let's pick the better investment.","content":"<p>You can't take your family out to vacation at Rokuland. You won't see <b>Roku</b> (NASDAQ:ROKU) cranking out plush dolls, filling up cruise ships, or screening a promising blockbuster at a multiplex near you.</p>\n<p>Roku and <b>Walt Disney</b> (NYSE:DIS) may not seem to have a lot in common, but they are both riding high as investments these days on the strength of their streaming businesses. Roku is a streaming pioneer, and between its fast-growing platform and its popular line of streaming devices it has all of its eggs in the digital basket. Disney is a more diversified media empire that was late to the streaming revolution, but it has more than made up for lost time. Disney+ is now generating 7% of its revenue, but Hulu commands a thicker 14% slice. Throw in ESPN+ and roughly a quarter of Disney's business is now coming from its direct-to-consumer digital platforms.</p>\n<p>Roku and Disney realize that streaming is the future of video entertainment. Which <a href=\"https://laohu8.com/S/AONE\">one</a> is the better buy for your portfolio? I own both, but I don't mind choosing <a href=\"https://laohu8.com/S/AONE.U\">one</a> over the other by the time we're done here. Let's size up Roku and Disney to see their near-term prospects to beat the market.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6ad48da1d18356f7c59d32355b019939\" tg-width=\"700\" tg-height=\"466\"><span>Image source: Getty Images.</span></p>\n<h2>This is no Mickey Mouse operation</h2>\n<p>Disney is a natural-born athlete when it comes to entertainment. It's at the top or gaining quickly on the market leader in nearly all of its business segments. It operates the world's most visited theme parks. In 2019 -- the last year that movie theaters were at full strength -- it put out all six of the country's highest-grossing films. Things are a little more contested on the media networks front, but when it comes to sports programming everyone else is a distant silver medalist to Disney's majority-owned ESPN.</p>\n<p>It's also a quick learner. It's been just 16 months since Disney+ was launched, and this month it announced that it has surpassed 100 million paying subscribers. The breakneck speed of the streaming platform's success is why Disney shares hit another all-time high last week, even when this fiscal athlete is not at the top of every game right now.</p>\n<p>Its theme parks are operating under a short leash in terms of allowed daily capacity, and that's with its original Disneyland in California still not open. It finally put out its first theatrical release in a year, but it's been holding back on most of its multiplex content until the movie theater industry claws its way out of the pandemic. Disney's four cruise ships have been out of service since March of last year. Today's shortcomings aren't deal breakers. Disney is still the top dog among&nbsp;media stocks, and all of its currently slumping segments should recover as we recover from the COVID-19 crisis. Disney is a tough stock to top when it comes to entertainment, but then we have Roku to consider.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c9117b8a76bcb5de90b5339d7fcf0fff\" tg-width=\"700\" tg-height=\"466\"><span>Image source: Getty Images.</span></p>\n<h2>Meet the Roku row crew</h2>\n<p>If you're looking for a company that's succeeding financially right now, Disney may not fit the bill. It has posted three consecutive quarters of double-digit declines in revenue, and its profitability has taken an even bigger hit. Disney+ is generating plenty of buzz, but the House of Mouse doesn't expect the streaming platform to be cranking out profits until 2024.</p>\n<p>Roku doesn't offer the entertainment diversity of Disney, but it is killing it right now. The streaming pioneer fuels the TV streaming experience for 51.2 million accounts, 39% more than it was serving a year earlier. We're not just talking about folks choosing Roku devices to plug into their TVs to make them stream a growing number of third-party apps. A whopping 38% of all smart TVs sold now come with Roku built in as the operating system of choice.</p>\n<p>We're streaming a lot these days. The average Roku home spends 3.6 hours a day on the platform, and between the growth in users and the surge in ad revenue per user, Roku's platform revenue soared 81% in its latest quarter. The other end of the income statement is also starting to turn the corner with Roku posting back-to-back quarters of profitability.</p>\n<p>My own portfolio has made room for both Disney and Roku. They are two of my favorite media stocks. Disney is the blue chip here, and despite its recent struggles it will make sense as the choice for risk-averse investors. However, I do have a larger position in Roku than Disney. I like where it is at this early stage of the streaming revolution, and it continues to excel as an all-weather play in this booming niche. Both should be able to continue beating the market from here, but Roku is the better buy right now.</p>","source":"fool_stock","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>Better Buy: Disney vs. Roku</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\">\nBetter Buy: Disney vs. Roku\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-16 11:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/stock-market/market-sectors/communication/media-stocks/2021/03/15/better-buy-disney-vs-roku/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>You can't take your family out to vacation at Rokuland. You won't see Roku (NASDAQ:ROKU) cranking out plush dolls, filling up cruise ships, or screening a promising blockbuster at a multiplex near you...</p>\n\n<a href=\"https://www.fool.com/investing/stock-market/market-sectors/communication/media-stocks/2021/03/15/better-buy-disney-vs-roku/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ROKU":"Roku Inc","DIS":"迪士尼"},"source_url":"https://www.fool.com/investing/stock-market/market-sectors/communication/media-stocks/2021/03/15/better-buy-disney-vs-roku/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2119794512","content_text":"You can't take your family out to vacation at Rokuland. You won't see Roku (NASDAQ:ROKU) cranking out plush dolls, filling up cruise ships, or screening a promising blockbuster at a multiplex near you.\nRoku and Walt Disney (NYSE:DIS) may not seem to have a lot in common, but they are both riding high as investments these days on the strength of their streaming businesses. Roku is a streaming pioneer, and between its fast-growing platform and its popular line of streaming devices it has all of its eggs in the digital basket. Disney is a more diversified media empire that was late to the streaming revolution, but it has more than made up for lost time. Disney+ is now generating 7% of its revenue, but Hulu commands a thicker 14% slice. Throw in ESPN+ and roughly a quarter of Disney's business is now coming from its direct-to-consumer digital platforms.\nRoku and Disney realize that streaming is the future of video entertainment. Which one is the better buy for your portfolio? I own both, but I don't mind choosing one over the other by the time we're done here. Let's size up Roku and Disney to see their near-term prospects to beat the market.\nImage source: Getty Images.\nThis is no Mickey Mouse operation\nDisney is a natural-born athlete when it comes to entertainment. It's at the top or gaining quickly on the market leader in nearly all of its business segments. It operates the world's most visited theme parks. In 2019 -- the last year that movie theaters were at full strength -- it put out all six of the country's highest-grossing films. Things are a little more contested on the media networks front, but when it comes to sports programming everyone else is a distant silver medalist to Disney's majority-owned ESPN.\nIt's also a quick learner. It's been just 16 months since Disney+ was launched, and this month it announced that it has surpassed 100 million paying subscribers. The breakneck speed of the streaming platform's success is why Disney shares hit another all-time high last week, even when this fiscal athlete is not at the top of every game right now.\nIts theme parks are operating under a short leash in terms of allowed daily capacity, and that's with its original Disneyland in California still not open. It finally put out its first theatrical release in a year, but it's been holding back on most of its multiplex content until the movie theater industry claws its way out of the pandemic. Disney's four cruise ships have been out of service since March of last year. Today's shortcomings aren't deal breakers. Disney is still the top dog among media stocks, and all of its currently slumping segments should recover as we recover from the COVID-19 crisis. Disney is a tough stock to top when it comes to entertainment, but then we have Roku to consider.\nImage source: Getty Images.\nMeet the Roku row crew\nIf you're looking for a company that's succeeding financially right now, Disney may not fit the bill. It has posted three consecutive quarters of double-digit declines in revenue, and its profitability has taken an even bigger hit. Disney+ is generating plenty of buzz, but the House of Mouse doesn't expect the streaming platform to be cranking out profits until 2024.\nRoku doesn't offer the entertainment diversity of Disney, but it is killing it right now. The streaming pioneer fuels the TV streaming experience for 51.2 million accounts, 39% more than it was serving a year earlier. We're not just talking about folks choosing Roku devices to plug into their TVs to make them stream a growing number of third-party apps. A whopping 38% of all smart TVs sold now come with Roku built in as the operating system of choice.\nWe're streaming a lot these days. The average Roku home spends 3.6 hours a day on the platform, and between the growth in users and the surge in ad revenue per user, Roku's platform revenue soared 81% in its latest quarter. The other end of the income statement is also starting to turn the corner with Roku posting back-to-back quarters of profitability.\nMy own portfolio has made room for both Disney and Roku. They are two of my favorite media stocks. Disney is the blue chip here, and despite its recent struggles it will make sense as the choice for risk-averse investors. However, I do have a larger position in Roku than Disney. I like where it is at this early stage of the streaming revolution, and it continues to excel as an all-weather play in this booming niche. Both should be able to continue beating the market from here, but Roku is the better buy right now.","news_type":1,"symbols_score_info":{"DIS":0.9,"ROKU":0.9}},"isVote":1,"tweetType":1,"viewCount":790,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":322228557,"gmtCreate":1615811878379,"gmtModify":1703493354825,"author":{"id":"3574464879040443","authorId":"3574464879040443","name":"WaiZheng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574464879040443","idStr":"3574464879040443"},"themes":[],"htmlText":"Woah","listText":"Woah","text":"Woah","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/322228557","repostId":"2119912949","repostType":4,"isVote":1,"tweetType":1,"viewCount":1402,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":366003471,"gmtCreate":1614356098793,"gmtModify":1703476923160,"author":{"id":"3574464879040443","authorId":"3574464879040443","name":"WaiZheng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574464879040443","idStr":"3574464879040443"},"themes":[],"htmlText":"Should I clear position?&nbsp;","listText":"Should I clear position?&nbsp;","text":"Should I clear position?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/366003471","repostId":"1108379103","repostType":4,"repost":{"id":"1108379103","kind":"news","pubTimestamp":1614306313,"share":"https://ttm.financial/m/news/1108379103?lang=&edition=full","pubTime":"2021-02-26 10:25","market":"us","language":"en","title":"Why stock investors are starting to really worry about rising bond yields","url":"https://stock-news.laohu8.com/highlight/detail?id=1108379103","media":"cnbc","summary":"KEY POINTS\n\nSince February 10th, 10-year Treasury yields have moved from 1.13% to as high as 1.61%, ","content":"<div>\n<p>KEY POINTS\n\nSince February 10th, 10-year Treasury yields have moved from 1.13% to as high as 1.61%, a rise of 48 basis points, the highest level in a year.\nBond investors are getting worried about the...</p>\n\n<a href=\"https://www.cnbc.com/2021/02/25/why-stock-investors-are-starting-to-really-worry-about-rising-bond-yields.html\">Web Link</a>\n\n</div>\n","source":"cnbc_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>Why stock investors are starting to really worry about rising bond yields</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\">\nWhy stock investors are starting to really worry about rising bond yields\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-26 10:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/02/25/why-stock-investors-are-starting-to-really-worry-about-rising-bond-yields.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTS\n\nSince February 10th, 10-year Treasury yields have moved from 1.13% to as high as 1.61%, a rise of 48 basis points, the highest level in a year.\nBond investors are getting worried about the...</p>\n\n<a href=\"https://www.cnbc.com/2021/02/25/why-stock-investors-are-starting-to-really-worry-about-rising-bond-yields.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite","VIX":"标普500波动率指数",".SPX":"S&P 500 Index","NDX":"纳斯达克100指数"},"source_url":"https://www.cnbc.com/2021/02/25/why-stock-investors-are-starting-to-really-worry-about-rising-bond-yields.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1108379103","content_text":"KEY POINTS\n\nSince February 10th, 10-year Treasury yields have moved from 1.13% to as high as 1.61%, a rise of 48 basis points, the highest level in a year.\nBond investors are getting worried about the potential for inflation.\nSaid one investor on the impact to equities: “The days of simply piling into the market leaders regardless of valuation may be drawing to a close.”\n\nStock investors are trying desperately to interpret what a rise in bond yields means for the stock market.\nSince February 10th,10-year Treasury yields— which are not inflation adjusted — have moved from 1.13% to as high as 1.61%, a rise of 48 basis points,the highest level in a year. (One basis point equals 0.01%)\nFear of inflation is causing investors to speculate the Federal Reserve may have to shift policy sooner than expected, by either reducing bond purchases or even raising rates at some point. That would be a negative for stocks. The Dow was down 559 points on Thursday.\nPeter Tchir from Academy Securities says the recent rise in 10-year bond yields represents a perception about inflation, but not necessarily the reality:  “The rise in 10-year bond yields does not reflect an actual rise in inflation, it reflects that investors anticipate there will be a rise in inflation,” he told me.\nTchir notes that Federal Reserve Chairman Jerome Powell has been pushing back against the idea that over-the-top inflation is coming, noting in his testimony that broad signs of inflation have not been present in the real world, and that if they do occur any such rises would be “transitory.”\nWho’s right on inflation?\nBond investors are getting worried about the potential for inflation.  Powell says to stop worrying about it.  Who’s right?\nIt depends on who you ask, and what you are looking at.\nDo we see inflation in the real world?  We do in commodities: Oil is approaching the highest since 2018, for example, and copper is at an almost 10-year high.\nBut signs of consumer inflation, for example, have been muted, with inflation at or below 2% for many years.\nBulls like Tchir insist that, in this case, the rise in bond yields is not a negative for stocks: “This time the rise in yields is coming from economic growth, stimulus, and infrastructure.  All of that is good for stocks.  That’s why this rise doesn’t scare me too much.”\nHe says the rise in commodity prices can be easily absorbed, and believes that much of that rise is just a temporary condition reflecting the reopening, and that prices will revert back to “normal” levels over time.\nHans Mikkelsen, credit strategist at Bank of America, is not so sure.  He agrees with Tchir on economic growth, but thinks it will be much stronger than anticipated and that will push inflation up:  “Since the summer of 2020 economists have consistently underestimated economic growth to an extent never seen before. There appears a real risk the Fed is not going to be able to sound dovish much longer and that transition could see wider credit spreads.”\nStocks on edge\nThe key to the game, Tchir insists, is whether Powell can stick to his guns:  “If the Fed remains committed to keeping short-term yields low, that will give people comfort we will not get a ‘taper tantrum,’ where rates suddenly skyrocket.   Powell has told us he is comfortable with inflation and he is not going to react to short-term movements.  I believe he is going to stick to his guns.”\nThere’s another issue:  Because stock prices are so high there is no room for error.  Small shifts in yields could cause tech investors in particular to take profits, under the assumption that this is as good as it gets.\nVeteran stock commentator Michael Farr from Farr, Miller & Washington has already told clients that even this relatively modest rise in rates is a signal:  “The days of simply piling into the market leaders regardless of valuation may be drawing to a close.  Investors must now recognize that there are alternative opportunities out there, including both heretofore underperforming stocks as well as incrementally more attractive bonds.  A powerful economic rebound combined with rising interest rates and higher inflation, if that indeed transpires, will change the investment backdrop in a meaningful way.”","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9,"NDX":0.9,"VIX":0.9}},"isVote":1,"tweetType":1,"viewCount":702,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":361872282,"gmtCreate":1614224681846,"gmtModify":1634550616827,"author":{"id":"3574464879040443","authorId":"3574464879040443","name":"WaiZheng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574464879040443","idStr":"3574464879040443"},"themes":[],"htmlText":"Buy now before late","listText":"Buy now before late","text":"Buy now before late","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/361872282","repostId":"2114487398","repostType":4,"repost":{"id":"2114487398","kind":"news","pubTimestamp":1614223030,"share":"https://ttm.financial/m/news/2114487398?lang=&edition=full","pubTime":"2021-02-25 11:17","market":"us","language":"en","title":"Alibaba, Once a Fund Darling, Dumped By Point72, Hillhouse","url":"https://stock-news.laohu8.com/highlight/detail?id=2114487398","media":"Bloomberg","summary":"Investors cut holdings by $89 billion in fourth quarterGrowth potential of Jack Ma’s business empire","content":"<ul><li>Investors cut holdings by $89 billion in fourth quarter</li><li>Growth potential of Jack Ma’s business empire is questioned</li></ul><p>Alibaba Group Holding Ltd, once the most valuable company in China, is turning from a global hedge fund favorite to something less than desirable.</p><p>Investors from hedge fund titans such as&nbsp;Point72 Asset Management&nbsp;and&nbsp;Moore Capital Management&nbsp;to Canadian and U.S. pension funds dumped 101 million of Alibaba’s American depositary receipts in the fourth quarter, cutting the market value of their holdings by $89 billion, according to filing data. It was the biggest investment reduction among U.S. traded companies, more than three times the second-most sold stock,Salesforce.com Inc..</p><p>Once a symbol of China’s New Economy, the e-commerce giant founded by Jack Ma now finds itself at the forefront of the government’s campaign to rein in the sprawling power of tech giants. Alibaba’s shares, which are traded on the New York Stock Exchange, have slumped about 18% since November, when regulators in Beijing&nbsp;halted&nbsp;the $35 billion initial public offering of Alibaba’s affiliate&nbsp;Ant Group&nbsp;at the last minute. Government watchdogs have also ordered Ant to overhaul its business and began an antitrust investigation of Alibaba.</p><p>Meanwhile, Alibaba, which has invested in a wide range of sectors from online grocery to ride-hailing and artificial intelligence, will face restraints on future expansion. Chinese antitrust watchdogs used to pay little attention to investment led by internet companies, but have begun strengthening enforcement amid Beijing’s push to root out monopoly power. In December, China’s antitrust watchdog&nbsp;fined&nbsp;Alibaba and two other companies over years-old acquisitions. Regulators said the e-commerce heavyweight should have sought government approval before increasing its stake in a department store chain in 2017.</p><p><img src=\"https://static.tigerbbs.com/6f26a72026966c929b57263b9be790ac\" tg-width=\"1226\" tg-height=\"908\" referrerpolicy=\"no-referrer\"></p><p>If someone were to make an example of how to take down a monopoly in China, they’ve got nothing better than Alibaba, said Rajiv Jain, who oversees $73 billion in assets as chairman of GQG Partners LLC in Fort Lauderdale, Florida. “The long-term growth trajectory is now different from what we thought.”</p><p>GQG liquidated all of its 9.6 million ADRs in the fourth quarter, valued at $2.8 billion, according to filing data. Jain said he had owned Alibaba shares since the company’s initial public offering in 2014, when he was the chief investment officer at&nbsp;Vontobel Asset Management.</p><p>An Alibaba spokesperson declined to comment on investors selling the stock.</p><p>Investors are questioning whether Alibaba can sustain its meteoritic rise amid the regulatory scrutiny. It now could&nbsp;face penalties&nbsp;of as much as 10% of its revenue if it’s found to have violated antitrust rules. Those rules are against practices such as forced exclusive arrangements with merchants, known as “Pick One of Two,” predatory pricing and algorithms favoring new users. Tightening government oversight also threatens to curb Ant’s dominance in online payments and scale back its expansion into consumer lending and wealth management.</p><p>Alibaba has said that it’s working with regulators on complying with their requirements as the&nbsp;antitrust investigations&nbsp;continue. Share prices have recovered somewhat since Ma&nbsp;resurfaced&nbsp;in late January after vanishing from the public sight following the government’s crackdown on his businesses. The shares fell about 1% to $250.34 in New York Wednesday.</p><p>Alibaba sellers are Who’s Who of hedge fund stars. Steve Cohen’s Point72 dumped all its $413 million in holdings last quarter fourth quarter. Louis Bacon’s Moore Capital slashed its holdings by 99%, while Dan Loeb’s Third Point cut its stake by 45%.</p><p>Other prominent investors cashing out include Hillhouse CapitalAdvisors, which sold its $1.2 billion holdings.Canada Pension Plan Investment Board&nbsp;reduced its stake by 31%, or $2.1 billion.</p><p>Izzy Englander’s&nbsp;Millennium Management LLC&nbsp;was among a minority group of investors who scooped up Alibaba, counting it as its sixth-largest holdings.</p><p>Representatives at these firms either declined to comment or didn’t reply to emails or calls.</p><p>Rather than pulling out, some investors may have swapped their ADRs with shares traded in Hong Kong to avoid the risk of being caught in the political tension between the U.S. and China, said Brendan Ahern, chief investment officer at Krane FundsAdvisorsLLC, which runs several China-focused exchange-traded funds in the U.S.</p><p>Former U.S. President Donald Trump signed legislation in December that could kick Chinese companies off of U.S. exchanges unless American regulators can review their financial audits. The administration had also considered banning U.S. investments in Chinese companies, including Alibaba and Tencent, before deciding against it.</p><p>“Alibaba is a very well-managed company,” said Ahern. “We are a big believer in the company and management.”</p><p>Analysts share Ahern’s upbeat sentiment. All but three of 61 analysts rate the company as a buy.</p><p>For GQG’s Jain, the regulatory uncertainties mean the risk-reward calculation is stacking against Alibaba. For instance, it’s becoming much more difficult for the company to grow its business by acquiring smaller players.</p><p>“There’s more downside than upside,” said Jain, whose&nbsp;Goldman Sachs GQG Partners International Opportunities Fund&nbsp;beat 83% of its peers over the past three years. “The regulatory risk is usually underappreciated until it’s too late. In other words, you cannot handicap that.”</p>","source":"lsy1584095487587","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>Alibaba, Once a Fund Darling, Dumped By Point72, Hillhouse</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\">\nAlibaba, Once a Fund Darling, Dumped By Point72, Hillhouse\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-25 11:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=http://bloomberg.com/news/articles/2021-02-24/alibaba-once-a-hedge-fund-darling-dumped-by-point72-hillhouse?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors cut holdings by $89 billion in fourth quarterGrowth potential of Jack Ma’s business empire is questionedAlibaba Group Holding Ltd, once the most valuable company in China, is turning from a ...</p>\n\n<a href=\"http://bloomberg.com/news/articles/2021-02-24/alibaba-once-a-hedge-fund-darling-dumped-by-point72-hillhouse?srnd=premium-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"http://bloomberg.com/news/articles/2021-02-24/alibaba-once-a-hedge-fund-darling-dumped-by-point72-hillhouse?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2114487398","content_text":"Investors cut holdings by $89 billion in fourth quarterGrowth potential of Jack Ma’s business empire is questionedAlibaba Group Holding Ltd, once the most valuable company in China, is turning from a global hedge fund favorite to something less than desirable.Investors from hedge fund titans such as Point72 Asset Management and Moore Capital Management to Canadian and U.S. pension funds dumped 101 million of Alibaba’s American depositary receipts in the fourth quarter, cutting the market value of their holdings by $89 billion, according to filing data. It was the biggest investment reduction among U.S. traded companies, more than three times the second-most sold stock,Salesforce.com Inc..Once a symbol of China’s New Economy, the e-commerce giant founded by Jack Ma now finds itself at the forefront of the government’s campaign to rein in the sprawling power of tech giants. Alibaba’s shares, which are traded on the New York Stock Exchange, have slumped about 18% since November, when regulators in Beijing halted the $35 billion initial public offering of Alibaba’s affiliate Ant Group at the last minute. Government watchdogs have also ordered Ant to overhaul its business and began an antitrust investigation of Alibaba.Meanwhile, Alibaba, which has invested in a wide range of sectors from online grocery to ride-hailing and artificial intelligence, will face restraints on future expansion. Chinese antitrust watchdogs used to pay little attention to investment led by internet companies, but have begun strengthening enforcement amid Beijing’s push to root out monopoly power. In December, China’s antitrust watchdog fined Alibaba and two other companies over years-old acquisitions. Regulators said the e-commerce heavyweight should have sought government approval before increasing its stake in a department store chain in 2017.If someone were to make an example of how to take down a monopoly in China, they’ve got nothing better than Alibaba, said Rajiv Jain, who oversees $73 billion in assets as chairman of GQG Partners LLC in Fort Lauderdale, Florida. “The long-term growth trajectory is now different from what we thought.”GQG liquidated all of its 9.6 million ADRs in the fourth quarter, valued at $2.8 billion, according to filing data. Jain said he had owned Alibaba shares since the company’s initial public offering in 2014, when he was the chief investment officer at Vontobel Asset Management.An Alibaba spokesperson declined to comment on investors selling the stock.Investors are questioning whether Alibaba can sustain its meteoritic rise amid the regulatory scrutiny. It now could face penalties of as much as 10% of its revenue if it’s found to have violated antitrust rules. Those rules are against practices such as forced exclusive arrangements with merchants, known as “Pick One of Two,” predatory pricing and algorithms favoring new users. Tightening government oversight also threatens to curb Ant’s dominance in online payments and scale back its expansion into consumer lending and wealth management.Alibaba has said that it’s working with regulators on complying with their requirements as the antitrust investigations continue. Share prices have recovered somewhat since Ma resurfaced in late January after vanishing from the public sight following the government’s crackdown on his businesses. The shares fell about 1% to $250.34 in New York Wednesday.Alibaba sellers are Who’s Who of hedge fund stars. Steve Cohen’s Point72 dumped all its $413 million in holdings last quarter fourth quarter. Louis Bacon’s Moore Capital slashed its holdings by 99%, while Dan Loeb’s Third Point cut its stake by 45%.Other prominent investors cashing out include Hillhouse CapitalAdvisors, which sold its $1.2 billion holdings.Canada Pension Plan Investment Board reduced its stake by 31%, or $2.1 billion.Izzy Englander’s Millennium Management LLC was among a minority group of investors who scooped up Alibaba, counting it as its sixth-largest holdings.Representatives at these firms either declined to comment or didn’t reply to emails or calls.Rather than pulling out, some investors may have swapped their ADRs with shares traded in Hong Kong to avoid the risk of being caught in the political tension between the U.S. and China, said Brendan Ahern, chief investment officer at Krane FundsAdvisorsLLC, which runs several China-focused exchange-traded funds in the U.S.Former U.S. President Donald Trump signed legislation in December that could kick Chinese companies off of U.S. exchanges unless American regulators can review their financial audits. The administration had also considered banning U.S. investments in Chinese companies, including Alibaba and Tencent, before deciding against it.“Alibaba is a very well-managed company,” said Ahern. “We are a big believer in the company and management.”Analysts share Ahern’s upbeat sentiment. All but three of 61 analysts rate the company as a buy.For GQG’s Jain, the regulatory uncertainties mean the risk-reward calculation is stacking against Alibaba. For instance, it’s becoming much more difficult for the company to grow its business by acquiring smaller players.“There’s more downside than upside,” said Jain, whose Goldman Sachs GQG Partners International Opportunities Fund beat 83% of its peers over the past three years. “The regulatory risk is usually underappreciated until it’s too late. In other words, you cannot handicap that.”","news_type":1,"symbols_score_info":{"09988":0.9,"BABA":0.9}},"isVote":1,"tweetType":1,"viewCount":478,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":382264871,"gmtCreate":1613454186793,"gmtModify":1634553613638,"author":{"id":"3574464879040443","authorId":"3574464879040443","name":"WaiZheng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574464879040443","idStr":"3574464879040443"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/382264871","repostId":"1146484369","repostType":4,"isVote":1,"tweetType":1,"viewCount":507,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":389116111,"gmtCreate":1612717551533,"gmtModify":1703764436420,"author":{"id":"3574464879040443","authorId":"3574464879040443","name":"WaiZheng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574464879040443","idStr":"3574464879040443"},"themes":[],"htmlText":"Sad","listText":"Sad","text":"Sad","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/389116111","repostId":"2109722637","repostType":4,"repost":{"id":"2109722637","kind":"news","pubTimestamp":1612516310,"share":"https://ttm.financial/m/news/2109722637?lang=&edition=full","pubTime":"2021-02-05 17:11","market":"us","language":"en","title":"Luckin Coffee Files for Chapter 15 Bankruptcy in New York","url":"https://stock-news.laohu8.com/highlight/detail?id=2109722637","media":"Bloomberg","summary":"(Bloomberg) -- Embattled Chinese coffee chain Luckin Coffee Inc. filed for Chapter 15 bankruptcy in ","content":"<p>(Bloomberg) -- Embattled Chinese coffee chain Luckin Coffee Inc. filed for Chapter 15 bankruptcy in New York, less than a year after the company said that more than a quarter’s worth of business may have been faked.</p>\n<p>The move will protect the company from lawsuits by U.S. creditors while it reorganizes in China, where it runs several thousand outlets. All its coffee shops will remain open for business and the Chapter 15 petition will not materially impact the company’s day-to-day operations, according to a statement issued on Friday.</p>\n<p>“The company continues to meet its trade obligations in the ordinary course of business, including paying suppliers, vendors and employees,” the statement said.</p>\n<p>The bankruptcy filing caps a saga in which the coffee chain, once thought of as a challenger to Starbucks Corp.’s dominance in China, fired its chairman and chief executive officer, paid hundreds of millions out in fines to both Chinese and U.S. regulators, and saw its stock plunge 90% before being delisted by Nasdaq.</p>\n<p>The U.S. Securities and Exchange Commission fined the company $180 million in December after finding that it intentionally fabricated more than $300 million in sales from April 2019 through January 2020. The company has never officially admitted or denied the SEC’s allegations.</p>\n<p>Luckin’s alleged malfeasance, which involved misstating its revenue, expenses and operating loss, was all done to give investors the false impression that the company was experiencing miraculous growth, the SEC said.</p>\n<p>The chain’s collapse has led to renewed scrutiny of Chinese companies that sell shares on U.S. exchanges without adhering to rules that require their audits be inspected by American regulators. The fallout also triggered fresh concerns for global investors about China’s corporate governance, while contributing to the U.S. Congress passing legislation late last year that could lead to Chinese businesses being kicked out of American markets.</p>\n<p>Founded in 2017, Luckin operated about 4,500 stores in mainland China as of the end of 2019. The chain pulled in customers by offering massive discounts and sought to reach 10,000 locations by the end of 2021.</p>\n<p></p>","source":"yahoofinance","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>Luckin Coffee Files for Chapter 15 Bankruptcy in New York</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\">\nLuckin Coffee Files for Chapter 15 Bankruptcy in New York\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-05 17:11 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/luckin-coffee-files-chapter-15-091150472.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Bloomberg) -- Embattled Chinese coffee chain Luckin Coffee Inc. filed for Chapter 15 bankruptcy in New York, less than a year after the company said that more than a quarter’s worth of business may ...</p>\n\n<a href=\"https://finance.yahoo.com/news/luckin-coffee-files-chapter-15-091150472.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/120ddcc8b271bde3f640b7b0fcaaa22f","relate_stocks":{},"source_url":"https://finance.yahoo.com/news/luckin-coffee-files-chapter-15-091150472.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2109722637","content_text":"(Bloomberg) -- Embattled Chinese coffee chain Luckin Coffee Inc. filed for Chapter 15 bankruptcy in New York, less than a year after the company said that more than a quarter’s worth of business may have been faked.\nThe move will protect the company from lawsuits by U.S. creditors while it reorganizes in China, where it runs several thousand outlets. All its coffee shops will remain open for business and the Chapter 15 petition will not materially impact the company’s day-to-day operations, according to a statement issued on Friday.\n“The company continues to meet its trade obligations in the ordinary course of business, including paying suppliers, vendors and employees,” the statement said.\nThe bankruptcy filing caps a saga in which the coffee chain, once thought of as a challenger to Starbucks Corp.’s dominance in China, fired its chairman and chief executive officer, paid hundreds of millions out in fines to both Chinese and U.S. regulators, and saw its stock plunge 90% before being delisted by Nasdaq.\nThe U.S. Securities and Exchange Commission fined the company $180 million in December after finding that it intentionally fabricated more than $300 million in sales from April 2019 through January 2020. The company has never officially admitted or denied the SEC’s allegations.\nLuckin’s alleged malfeasance, which involved misstating its revenue, expenses and operating loss, was all done to give investors the false impression that the company was experiencing miraculous growth, the SEC said.\nThe chain’s collapse has led to renewed scrutiny of Chinese companies that sell shares on U.S. exchanges without adhering to rules that require their audits be inspected by American regulators. The fallout also triggered fresh concerns for global investors about China’s corporate governance, while contributing to the U.S. Congress passing legislation late last year that could lead to Chinese businesses being kicked out of American markets.\nFounded in 2017, Luckin operated about 4,500 stores in mainland China as of the end of 2019. The chain pulled in customers by offering massive discounts and sought to reach 10,000 locations by the end of 2021.","news_type":1,"symbols_score_info":{"LK":0.9}},"isVote":1,"tweetType":1,"viewCount":853,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":317499212,"gmtCreate":1612462510936,"gmtModify":1703762335847,"author":{"id":"3574464879040443","authorId":"3574464879040443","name":"WaiZheng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574464879040443","idStr":"3574464879040443"},"themes":[],"htmlText":"Nice&nbsp;","listText":"Nice&nbsp;","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/317499212","repostId":"1180680925","repostType":4,"isVote":1,"tweetType":1,"viewCount":739,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":false}