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Nodipstoday
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2021-02-26
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2021-02-26
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2021-02-26
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Why QuantumScape Stock Rose Then Fell Thursday<blockquote>为什么QuantumScape股票周四先涨后跌</blockquote>
The CEO of the solid-state EV battery maker that has garnered much investor interest gave an intervi
Why QuantumScape Stock Rose Then Fell Thursday<blockquote>为什么QuantumScape股票周四先涨后跌</blockquote>
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2021-02-25
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What Type Of Shareholders Own The Most Number of NetEase, Inc. Shares?<blockquote>什么类型的股东拥有最多的网易股份?</blockquote>
Every investor in NetEase, Inc. (NASDAQ:NTES) should be aware of the most powerful shareholder group
What Type Of Shareholders Own The Most Number of NetEase, Inc. Shares?<blockquote>什么类型的股东拥有最多的网易股份?</blockquote>
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2021-02-23
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Nodipstoday
Nodipstoday
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2021-02-23
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Airbnb Reports Earnings on Thursday. One Analyst Sees a Blowout.<blockquote>爱彼迎周四公布财报。一位分析师认为会出现井喷。</blockquote>
Airbnb will report its first quarter as a public company on Thursday after the market closes—and at
Airbnb Reports Earnings on Thursday. One Analyst Sees a Blowout.<blockquote>爱彼迎周四公布财报。一位分析师认为会出现井喷。</blockquote>
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2021-02-17
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Nodipstoday
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2021-02-10
$Aphria Inc.(APHA)$
[财迷] [财迷] 还早,兄弟们一起来
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Nodipstoday
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2021-02-10
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Why Large-Cap Value Stocks Could Be Long-Term Winners<blockquote>为什么大盘价值股可能成为长期赢家</blockquote>
The new year is just over a month old, but it has been dominated by the spectacular rise and fall of
Why Large-Cap Value Stocks Could Be Long-Term Winners<blockquote>为什么大盘价值股可能成为长期赢家</blockquote>
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18:21","market":"us","language":"en","title":"Why QuantumScape Stock Rose Then Fell Thursday<blockquote>为什么QuantumScape股票周四先涨后跌</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1103930774","media":"Motley Fool ","summary":"The CEO of the solid-state EV battery maker that has garnered much investor interest gave an intervi","content":"<p>The CEO of the solid-state EV battery maker that has garnered much investor interest gave an interview today.</p><p><blockquote>备受投资者关注的固态电动汽车电池制造商的首席执行官今天接受了采访。</blockquote></p><p> <b>What happened</b></p><p><blockquote><b>发生了什么</b></blockquote></p><p> The stock of aspiring solid-state battery technology company <b>QuantumScape</b> (NYSE:QS) has certainly seen ups and downs. Movement in the stock today mirrored that pattern. After an early 10% jump, shares closed more than 3% lower on Thursday.</p><p><blockquote>有抱负的固态电池技术公司股票<b>量子景观</b>(纽约证券交易所股票代码:QS)确实经历了起起落落。今天该股的走势反映了这种模式。在开盘上涨10%后,周四收盘下跌超过3%。</blockquote></p><p> <b>So what</b></p><p><blockquote><b>那又怎样</b></blockquote></p><p> Shares of the company are down more than 30% year to date after a triple-digit spike in late 2020. The company tends to trade with the electric-vehicle (EV) sector as a speculative stock hoping to revolutionize EV battery technology.</p><p><blockquote>该公司股价在2020年底飙升三位数后,今年迄今已下跌超过30%。该公司倾向于将电动汽车(EV)行业作为投机性股票进行交易,希望彻底改变电动汽车电池技术。</blockquote></p><p> Today, QuantumScape CEO Jagdeep Singh gave an interview to Yahoo! Finance, which may have contributed to the stock's volatile trading.</p><p><blockquote>今天,QuantumScape首席执行官Jagdeep Singh接受了雅虎的采访!金融,这可能导致该股交易波动。</blockquote></p><p> <b>Now what</b></p><p><blockquote><b>现在怎么办</b></blockquote></p><p> During today's interview, Singh reiterated some positive developments the company shared with investors last week in its earnings release. The company is working toward commercializing the solid-state battery technology that could provide EV makers with a safer, faster-charging battery that can also deliver longer ranges.</p><p><blockquote>在今天的采访中,辛格重申了该公司上周在财报中与投资者分享的一些积极进展。该公司正在努力将固态电池技术商业化,该技术可以为电动汽车制造商提供更安全、充电更快、续航里程更长的电池。</blockquote></p><p> The company reported it has successfully built its first multilayer battery cell with four layers. This helps confirm the technology is feasible. Singh added that he plans to scale up the technology to have an eight to 10-layer cell by the end of this year. That would allow the company to deliver sample cells to automotive manufacturers.</p><p><blockquote>该公司报告称,它已经成功制造了第一个四层多层电池。这有助于确认该技术是可行的。辛格补充说,他计划在今年年底前扩大该技术,使其拥有8至10层电池。这将使该公司能够向汽车制造商提供样品电池。</blockquote></p><p> Singh also said there is interest from other sectors for the technology. \"Things like stationary storage for the grid, that's a really important application for batteries,\" Singh stated in the interview.</p><p><blockquote>辛格还表示,其他行业也对这项技术感兴趣。“像电网的固定存储这样的东西,对于电池来说是一个非常重要的应用,”辛格在采访中表示。</blockquote></p><p> Successful commercial production is far from guaranteed, however. Any investment should be squarely in a speculative portion of a portfolio. And investors should expect ups and downs for both the business developments and the stock, as was seen with today's jump and drop.</p><p><blockquote>然而,成功的商业生产还远未得到保证。任何投资都应该完全属于投资组合的投机部分。投资者应该预计业务发展和股票都会起起落落,正如今天的涨跌所看到的那样。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why QuantumScape Stock Rose Then Fell Thursday<blockquote>为什么QuantumScape股票周四先涨后跌</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy QuantumScape Stock Rose Then Fell Thursday<blockquote>为什么QuantumScape股票周四先涨后跌</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool </strong><span class=\"h-time small\">2021-02-26 18:21</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The CEO of the solid-state EV battery maker that has garnered much investor interest gave an interview today.</p><p><blockquote>备受投资者关注的固态电动汽车电池制造商的首席执行官今天接受了采访。</blockquote></p><p> <b>What happened</b></p><p><blockquote><b>发生了什么</b></blockquote></p><p> The stock of aspiring solid-state battery technology company <b>QuantumScape</b> (NYSE:QS) has certainly seen ups and downs. Movement in the stock today mirrored that pattern. After an early 10% jump, shares closed more than 3% lower on Thursday.</p><p><blockquote>有抱负的固态电池技术公司股票<b>量子景观</b>(纽约证券交易所股票代码:QS)确实经历了起起落落。今天该股的走势反映了这种模式。在开盘上涨10%后,周四收盘下跌超过3%。</blockquote></p><p> <b>So what</b></p><p><blockquote><b>那又怎样</b></blockquote></p><p> Shares of the company are down more than 30% year to date after a triple-digit spike in late 2020. The company tends to trade with the electric-vehicle (EV) sector as a speculative stock hoping to revolutionize EV battery technology.</p><p><blockquote>该公司股价在2020年底飙升三位数后,今年迄今已下跌超过30%。该公司倾向于将电动汽车(EV)行业作为投机性股票进行交易,希望彻底改变电动汽车电池技术。</blockquote></p><p> Today, QuantumScape CEO Jagdeep Singh gave an interview to Yahoo! Finance, which may have contributed to the stock's volatile trading.</p><p><blockquote>今天,QuantumScape首席执行官Jagdeep Singh接受了雅虎的采访!金融,这可能导致该股交易波动。</blockquote></p><p> <b>Now what</b></p><p><blockquote><b>现在怎么办</b></blockquote></p><p> During today's interview, Singh reiterated some positive developments the company shared with investors last week in its earnings release. The company is working toward commercializing the solid-state battery technology that could provide EV makers with a safer, faster-charging battery that can also deliver longer ranges.</p><p><blockquote>在今天的采访中,辛格重申了该公司上周在财报中与投资者分享的一些积极进展。该公司正在努力将固态电池技术商业化,该技术可以为电动汽车制造商提供更安全、充电更快、续航里程更长的电池。</blockquote></p><p> The company reported it has successfully built its first multilayer battery cell with four layers. This helps confirm the technology is feasible. Singh added that he plans to scale up the technology to have an eight to 10-layer cell by the end of this year. That would allow the company to deliver sample cells to automotive manufacturers.</p><p><blockquote>该公司报告称,它已经成功制造了第一个四层多层电池。这有助于确认该技术是可行的。辛格补充说,他计划在今年年底前扩大该技术,使其拥有8至10层电池。这将使该公司能够向汽车制造商提供样品电池。</blockquote></p><p> Singh also said there is interest from other sectors for the technology. \"Things like stationary storage for the grid, that's a really important application for batteries,\" Singh stated in the interview.</p><p><blockquote>辛格还表示,其他行业也对这项技术感兴趣。“像电网的固定存储这样的东西,对于电池来说是一个非常重要的应用,”辛格在采访中表示。</blockquote></p><p> Successful commercial production is far from guaranteed, however. Any investment should be squarely in a speculative portion of a portfolio. And investors should expect ups and downs for both the business developments and the stock, as was seen with today's jump and drop.</p><p><blockquote>然而,成功的商业生产还远未得到保证。任何投资都应该完全属于投资组合的投机部分。投资者应该预计业务发展和股票都会起起落落,正如今天的涨跌所看到的那样。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.fool.com/investing/2021/02/25/why-quantumscape-stock-rose-then-fell-today/\">Motley Fool </a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QS":"Quantumscape Corp."},"source_url":"https://www.fool.com/investing/2021/02/25/why-quantumscape-stock-rose-then-fell-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103930774","content_text":"The CEO of the solid-state EV battery maker that has garnered much investor interest gave an interview today.\nWhat happened\nThe stock of aspiring solid-state battery technology company QuantumScape (NYSE:QS) has certainly seen ups and downs. Movement in the stock today mirrored that pattern. After an early 10% jump, shares closed more than 3% lower on Thursday.\nSo what\nShares of the company are down more than 30% year to date after a triple-digit spike in late 2020. The company tends to trade with the electric-vehicle (EV) sector as a speculative stock hoping to revolutionize EV battery technology.\nToday, QuantumScape CEO Jagdeep Singh gave an interview to Yahoo! Finance, which may have contributed to the stock's volatile trading.\nNow what\nDuring today's interview, Singh reiterated some positive developments the company shared with investors last week in its earnings release. The company is working toward commercializing the solid-state battery technology that could provide EV makers with a safer, faster-charging battery that can also deliver longer ranges.\nThe company reported it has successfully built its first multilayer battery cell with four layers. This helps confirm the technology is feasible. Singh added that he plans to scale up the technology to have an eight to 10-layer cell by the end of this year. That would allow the company to deliver sample cells to automotive manufacturers.\nSingh also said there is interest from other sectors for the technology. \"Things like stationary storage for the grid, that's a really important application for batteries,\" Singh stated in the interview.\nSuccessful commercial production is far from guaranteed, however. Any investment should be squarely in a speculative portion of a portfolio. And investors should expect ups and downs for both the business developments and the stock, as was seen with today's jump and drop.","news_type":1,"symbols_score_info":{"QS":0.9}},"isVote":1,"tweetType":1,"viewCount":1904,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":361925116,"gmtCreate":1614188536935,"gmtModify":1634550789158,"author":{"id":"3575036850456446","authorId":"3575036850456446","name":"Nodipstoday","avatar":"https://static.tigerbbs.com/daa701f5b86580551dd5efd95e6b06e6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575036850456446","idStr":"3575036850456446"},"themes":[],"htmlText":"🤘🏻","listText":"🤘🏻","text":"🤘🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/361925116","repostId":"1151057580","repostType":4,"repost":{"id":"1151057580","kind":"news","pubTimestamp":1614159411,"share":"https://www.laohu8.com/m/news/1151057580?lang=zh_CN&edition=full","pubTime":"2021-02-24 17:36","market":"hk","language":"en","title":"What Type Of Shareholders Own The Most Number of NetEase, Inc. Shares?<blockquote>什么类型的股东拥有最多的网易股份?</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1151057580","media":"Simply Wall St","summary":"Every investor in NetEase, Inc. (NASDAQ:NTES) should be aware of the most powerful shareholder group","content":"<p>Every investor in NetEase, Inc. (NASDAQ:NTES) should be aware of the most powerful shareholder groups. Large companies usually have institutions as shareholders, and we usually see insiders owning shares in smaller companies. I quite like to see at least a little bit of insider ownership. As Charlie Munger said 'Show me the incentive and I will show you the outcome.</p><p><blockquote>网易公司(纳斯达克:NTES)的每个投资者都应该知道最强大的股东群体。大公司通常有机构作为股东,我们通常会看到内部人士持有小公司的股份。我很高兴看到至少有一点内部所有权。正如查理·芒格所说,“给我看动机,我就给你看结果。</blockquote></p><p> NetEase has a market capitalization of US$86b, so it's too big to fly under the radar. We'd expect to see both institutions and retail investors owning a portion of the company. In the chart below, we can see that institutional investors have bought into the company. We can zoom in on the different ownership groups, to learn more about NetEase.</p><p><blockquote>网易的市值为86b美元,所以它太大了,不能被忽视。我们预计机构和散户投资者都拥有该公司的一部分股份。在下图中,我们可以看到机构投资者已经买入了该公司。我们可以放大不同的所有权群体,以了解更多关于网易的信息。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a5a0c2924ed2348105efa7c4c8a3f012\" tg-width=\"821\" tg-height=\"222\"><span>NasdaqGS:NTES Ownership Breakdown February 22nd 2021</span></p><p><blockquote><p class=\"t-img-caption\"><span>纳斯达克GS:NTES所有权明细2021年2月22日</span></p></blockquote></p><p> <b>What Does The Institutional Ownership Tell Us About NetEase?</b></p><p><blockquote><b>关于网易,机构持股告诉了我们什么?</b></blockquote></p><p> Institutional investors commonly compare their own returns to the returns of a commonly followed index. So they generally do consider buying larger companies that are included in the relevant benchmark index.</p><p><blockquote>机构投资者通常将自己的回报与普遍关注的指数的回报进行比较。因此,他们通常会考虑购买相关基准指数中包含的较大公司。</blockquote></p><p> We can see that NetEase does have institutional investors; and they hold a good portion of the company's stock. This implies the analysts working for those institutions have looked at the stock and they like it. But just like anyone else, they could be wrong. It is not uncommon to see a big share price drop if two large institutional investors try to sell out of a stock at the same time. So it is worth checking the past earnings trajectory of NetEase, (below). Of course, keep in mind that there are other factors to consider, too.</p><p><blockquote>我们可以看到,网易确实有机构投资者;他们持有该公司很大一部分股票。这意味着为这些机构工作的分析师已经看过这只股票并且他们喜欢它。但就像其他人一样,他们可能是错的。如果两个大型机构投资者试图同时抛售一只股票,股价大幅下跌的情况并不少见。因此,值得检查一下网易过去的盈利轨迹(如下)。当然,请记住,还有其他因素需要考虑。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0c2aa861601e81715cb26998290f435b\" tg-width=\"821\" tg-height=\"524\"><span>NasdaqGS:NTES Earnings and Revenue Growth February 22nd 2021</span></p><p><blockquote><p class=\"t-img-caption\"><span>纳斯达克GS:NTES盈利和收入增长2021年2月22日</span></p></blockquote></p><p> We note that hedge funds don't have a meaningful investment in NetEase. With a 42% stake, CEO Lei Ding is the largest shareholder. For context, the second largest shareholder holds about 3.6% of the shares outstanding, followed by an ownership of 3.2% by the third-largest shareholder.</p><p><blockquote>我们注意到对冲基金对网易没有有意义的投资。42%的股份,CEO丁磊是第一大股东。就背景而言,第二大股东持有约3.6%的已发行股份,其次是第三大股东持有3.2%的股份。</blockquote></p><p> On looking further, we found that 52% of the shares are owned by the top 4 shareholders. In other words, these shareholders have a meaningful say in the decisions of the company.</p><p><blockquote>进一步观察,我们发现52%的股份由前4名股东持有。换句话说,这些股东对公司的决策拥有有意义的发言权。</blockquote></p><p> While studying institutional ownership for a company can add value to your research, it is also a good practice to research analyst recommendations to get a deeper understand of a stock's expected performance. Quite a few analysts cover the stock, so you could look into forecast growth quite easily.</p><p><blockquote>虽然研究公司的机构所有权可以为您的研究增加价值,但研究分析师的建议以更深入地了解股票的预期表现也是一个很好的做法。相当多的分析师关注该股票,因此您可以很容易地了解预测增长。</blockquote></p><p> <b>Insider Ownership Of NetEase</b></p><p><blockquote><b>网易内部人持股</b></blockquote></p><p> While the precise definition of an insider can be subjective, almost everyone considers board members to be insiders. The company management answer to the board and the latter should represent the interests of shareholders. Notably, sometimes top-level managers are on the board themselves.</p><p><blockquote>虽然内部人士的精确定义可能是主观的,但几乎每个人都认为董事会成员是内部人士。公司管理层向董事会负责,董事会应代表股东的利益。值得注意的是,有时高层管理人员自己也是董事会成员。</blockquote></p><p> I generally consider insider ownership to be a good thing. However, on some occasions it makes it more difficult for other shareholders to hold the board accountable for decisions.</p><p><blockquote>我通常认为内部人所有权是一件好事。然而,在某些情况下,其他股东更难让董事会对决策负责。</blockquote></p><p> Our most recent data indicates that insiders own a reasonable proportion of NetEase, Inc.. It has a market capitalization of just US$86b, and insiders have US$36b worth of shares in their own names. That's quite significant. Most would be pleased to see the board is investing alongside them. You may wish to access this free chart showing recent trading by insiders.</p><p><blockquote>我们最新的数据表明,内部人士持有网易公司的合理比例..它的市值仅为86b美元,内部人士名下拥有价值36b美元的股票。这很有意义。大多数人会很高兴看到董事会与他们一起投资。您可能希望访问这张显示内部人士最近交易的免费图表。</blockquote></p><p> <b>General Public Ownership</b></p><p><blockquote><b>一般公有制</b></blockquote></p><p> The general public holds a 17% stake in NetEase. This size of ownership, while considerable, may not be enough to change company policy if the decision is not in sync with other large shareholders.</p><p><blockquote>普通大众持有网易17%的股份。这种所有权规模虽然相当大,但如果决策与其他大股东不同步,可能不足以改变公司政策。</blockquote></p><p></p>","source":"lsy1580989461469","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>What Type Of Shareholders Own The Most Number of NetEase, Inc. Shares?<blockquote>什么类型的股东拥有最多的网易股份?</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhat Type Of Shareholders Own The Most Number of NetEase, Inc. Shares?<blockquote>什么类型的股东拥有最多的网易股份?</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Simply Wall St</strong><span class=\"h-time small\">2021-02-24 17:36</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Every investor in NetEase, Inc. (NASDAQ:NTES) should be aware of the most powerful shareholder groups. Large companies usually have institutions as shareholders, and we usually see insiders owning shares in smaller companies. I quite like to see at least a little bit of insider ownership. As Charlie Munger said 'Show me the incentive and I will show you the outcome.</p><p><blockquote>网易公司(纳斯达克:NTES)的每个投资者都应该知道最强大的股东群体。大公司通常有机构作为股东,我们通常会看到内部人士持有小公司的股份。我很高兴看到至少有一点内部所有权。正如查理·芒格所说,“给我看动机,我就给你看结果。</blockquote></p><p> NetEase has a market capitalization of US$86b, so it's too big to fly under the radar. We'd expect to see both institutions and retail investors owning a portion of the company. In the chart below, we can see that institutional investors have bought into the company. We can zoom in on the different ownership groups, to learn more about NetEase.</p><p><blockquote>网易的市值为86b美元,所以它太大了,不能被忽视。我们预计机构和散户投资者都拥有该公司的一部分股份。在下图中,我们可以看到机构投资者已经买入了该公司。我们可以放大不同的所有权群体,以了解更多关于网易的信息。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a5a0c2924ed2348105efa7c4c8a3f012\" tg-width=\"821\" tg-height=\"222\"><span>NasdaqGS:NTES Ownership Breakdown February 22nd 2021</span></p><p><blockquote><p class=\"t-img-caption\"><span>纳斯达克GS:NTES所有权明细2021年2月22日</span></p></blockquote></p><p> <b>What Does The Institutional Ownership Tell Us About NetEase?</b></p><p><blockquote><b>关于网易,机构持股告诉了我们什么?</b></blockquote></p><p> Institutional investors commonly compare their own returns to the returns of a commonly followed index. So they generally do consider buying larger companies that are included in the relevant benchmark index.</p><p><blockquote>机构投资者通常将自己的回报与普遍关注的指数的回报进行比较。因此,他们通常会考虑购买相关基准指数中包含的较大公司。</blockquote></p><p> We can see that NetEase does have institutional investors; and they hold a good portion of the company's stock. This implies the analysts working for those institutions have looked at the stock and they like it. But just like anyone else, they could be wrong. It is not uncommon to see a big share price drop if two large institutional investors try to sell out of a stock at the same time. So it is worth checking the past earnings trajectory of NetEase, (below). Of course, keep in mind that there are other factors to consider, too.</p><p><blockquote>我们可以看到,网易确实有机构投资者;他们持有该公司很大一部分股票。这意味着为这些机构工作的分析师已经看过这只股票并且他们喜欢它。但就像其他人一样,他们可能是错的。如果两个大型机构投资者试图同时抛售一只股票,股价大幅下跌的情况并不少见。因此,值得检查一下网易过去的盈利轨迹(如下)。当然,请记住,还有其他因素需要考虑。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0c2aa861601e81715cb26998290f435b\" tg-width=\"821\" tg-height=\"524\"><span>NasdaqGS:NTES Earnings and Revenue Growth February 22nd 2021</span></p><p><blockquote><p class=\"t-img-caption\"><span>纳斯达克GS:NTES盈利和收入增长2021年2月22日</span></p></blockquote></p><p> We note that hedge funds don't have a meaningful investment in NetEase. With a 42% stake, CEO Lei Ding is the largest shareholder. For context, the second largest shareholder holds about 3.6% of the shares outstanding, followed by an ownership of 3.2% by the third-largest shareholder.</p><p><blockquote>我们注意到对冲基金对网易没有有意义的投资。42%的股份,CEO丁磊是第一大股东。就背景而言,第二大股东持有约3.6%的已发行股份,其次是第三大股东持有3.2%的股份。</blockquote></p><p> On looking further, we found that 52% of the shares are owned by the top 4 shareholders. In other words, these shareholders have a meaningful say in the decisions of the company.</p><p><blockquote>进一步观察,我们发现52%的股份由前4名股东持有。换句话说,这些股东对公司的决策拥有有意义的发言权。</blockquote></p><p> While studying institutional ownership for a company can add value to your research, it is also a good practice to research analyst recommendations to get a deeper understand of a stock's expected performance. Quite a few analysts cover the stock, so you could look into forecast growth quite easily.</p><p><blockquote>虽然研究公司的机构所有权可以为您的研究增加价值,但研究分析师的建议以更深入地了解股票的预期表现也是一个很好的做法。相当多的分析师关注该股票,因此您可以很容易地了解预测增长。</blockquote></p><p> <b>Insider Ownership Of NetEase</b></p><p><blockquote><b>网易内部人持股</b></blockquote></p><p> While the precise definition of an insider can be subjective, almost everyone considers board members to be insiders. The company management answer to the board and the latter should represent the interests of shareholders. Notably, sometimes top-level managers are on the board themselves.</p><p><blockquote>虽然内部人士的精确定义可能是主观的,但几乎每个人都认为董事会成员是内部人士。公司管理层向董事会负责,董事会应代表股东的利益。值得注意的是,有时高层管理人员自己也是董事会成员。</blockquote></p><p> I generally consider insider ownership to be a good thing. However, on some occasions it makes it more difficult for other shareholders to hold the board accountable for decisions.</p><p><blockquote>我通常认为内部人所有权是一件好事。然而,在某些情况下,其他股东更难让董事会对决策负责。</blockquote></p><p> Our most recent data indicates that insiders own a reasonable proportion of NetEase, Inc.. It has a market capitalization of just US$86b, and insiders have US$36b worth of shares in their own names. That's quite significant. Most would be pleased to see the board is investing alongside them. You may wish to access this free chart showing recent trading by insiders.</p><p><blockquote>我们最新的数据表明,内部人士持有网易公司的合理比例..它的市值仅为86b美元,内部人士名下拥有价值36b美元的股票。这很有意义。大多数人会很高兴看到董事会与他们一起投资。您可能希望访问这张显示内部人士最近交易的免费图表。</blockquote></p><p> <b>General Public Ownership</b></p><p><blockquote><b>一般公有制</b></blockquote></p><p> The general public holds a 17% stake in NetEase. This size of ownership, while considerable, may not be enough to change company policy if the decision is not in sync with other large shareholders.</p><p><blockquote>普通大众持有网易17%的股份。这种所有权规模虽然相当大,但如果决策与其他大股东不同步,可能不足以改变公司政策。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://simplywall.st/stocks/us/media/nasdaq-ntes/netease/news/what-type-of-shareholders-own-the-most-number-of-netease-inc\">Simply Wall St</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09999":"网易-S","NTES":"网易"},"source_url":"https://simplywall.st/stocks/us/media/nasdaq-ntes/netease/news/what-type-of-shareholders-own-the-most-number-of-netease-inc","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151057580","content_text":"Every investor in NetEase, Inc. (NASDAQ:NTES) should be aware of the most powerful shareholder groups. Large companies usually have institutions as shareholders, and we usually see insiders owning shares in smaller companies. I quite like to see at least a little bit of insider ownership. As Charlie Munger said 'Show me the incentive and I will show you the outcome.\nNetEase has a market capitalization of US$86b, so it's too big to fly under the radar. We'd expect to see both institutions and retail investors owning a portion of the company. In the chart below, we can see that institutional investors have bought into the company. We can zoom in on the different ownership groups, to learn more about NetEase.\nNasdaqGS:NTES Ownership Breakdown February 22nd 2021\nWhat Does The Institutional Ownership Tell Us About NetEase?\nInstitutional investors commonly compare their own returns to the returns of a commonly followed index. So they generally do consider buying larger companies that are included in the relevant benchmark index.\nWe can see that NetEase does have institutional investors; and they hold a good portion of the company's stock. This implies the analysts working for those institutions have looked at the stock and they like it. But just like anyone else, they could be wrong. It is not uncommon to see a big share price drop if two large institutional investors try to sell out of a stock at the same time. So it is worth checking the past earnings trajectory of NetEase, (below). Of course, keep in mind that there are other factors to consider, too.\nNasdaqGS:NTES Earnings and Revenue Growth February 22nd 2021\nWe note that hedge funds don't have a meaningful investment in NetEase. With a 42% stake, CEO Lei Ding is the largest shareholder. For context, the second largest shareholder holds about 3.6% of the shares outstanding, followed by an ownership of 3.2% by the third-largest shareholder.\nOn looking further, we found that 52% of the shares are owned by the top 4 shareholders. In other words, these shareholders have a meaningful say in the decisions of the company.\nWhile studying institutional ownership for a company can add value to your research, it is also a good practice to research analyst recommendations to get a deeper understand of a stock's expected performance. Quite a few analysts cover the stock, so you could look into forecast growth quite easily.\nInsider Ownership Of NetEase\nWhile the precise definition of an insider can be subjective, almost everyone considers board members to be insiders. The company management answer to the board and the latter should represent the interests of shareholders. Notably, sometimes top-level managers are on the board themselves.\nI generally consider insider ownership to be a good thing. However, on some occasions it makes it more difficult for other shareholders to hold the board accountable for decisions.\nOur most recent data indicates that insiders own a reasonable proportion of NetEase, Inc.. It has a market capitalization of just US$86b, and insiders have US$36b worth of shares in their own names. That's quite significant. Most would be pleased to see the board is investing alongside them. You may wish to access this free chart showing recent trading by insiders.\nGeneral Public Ownership\nThe general public holds a 17% stake in NetEase. This size of ownership, while considerable, may not be enough to change company policy if the decision is not in sync with other large shareholders.","news_type":1,"symbols_score_info":{"NTES":0.9,"09999":0.9}},"isVote":1,"tweetType":1,"viewCount":1299,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":369473212,"gmtCreate":1614073484136,"gmtModify":1634551298199,"author":{"id":"3575036850456446","authorId":"3575036850456446","name":"Nodipstoday","avatar":"https://static.tigerbbs.com/daa701f5b86580551dd5efd95e6b06e6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575036850456446","idStr":"3575036850456446"},"themes":[],"htmlText":".","listText":".","text":".","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/369473212","repostId":"1185531281","repostType":4,"isVote":1,"tweetType":1,"viewCount":2631,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":369473941,"gmtCreate":1614073468983,"gmtModify":1634551298318,"author":{"id":"3575036850456446","authorId":"3575036850456446","name":"Nodipstoday","avatar":"https://static.tigerbbs.com/daa701f5b86580551dd5efd95e6b06e6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575036850456446","idStr":"3575036850456446"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/369473941","repostId":"1144952945","repostType":4,"repost":{"id":"1144952945","kind":"news","pubTimestamp":1614072310,"share":"https://www.laohu8.com/m/news/1144952945?lang=zh_CN&edition=full","pubTime":"2021-02-23 17:25","market":"us","language":"en","title":"Airbnb Reports Earnings on Thursday. One Analyst Sees a Blowout.<blockquote>爱彼迎周四公布财报。一位分析师认为会出现井喷。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1144952945","media":"Barrons","summary":"Airbnb will report its first quarter as a public company on Thursday after the market closes—and at ","content":"<p>Airbnb will report its first quarter as a public company on Thursday after the market closes—and at least one analyst sees a blowout coming.</p><p><blockquote>爱彼迎将于周四收盘后报告其作为上市公司的第一季度业绩,至少一位分析师预计业绩将出现井喷。</blockquote></p><p> Airbnb stock (ticker: ABNB) went public Dec. 10 at $68 a share, closed the first day of trading at $144, and has since rallied past the $200 level, giving the short-term real-estate rental platform a market cap of more than $120 billion. That’s more than the combined value of the two leading online-travel-agency stocks,Booking.com(BKNG) andExpedia(EXPE).</p><p><blockquote>爱彼迎股票(股票代码:ABNB)于12月上市。10日股价为每股68美元,首日收盘价为144美元,此后已升至200美元以上,使该短期房地产租赁平台的市值超过1200亿美元。这超过了两只领先的在线旅行社股票Booking.com(BKNG)和Expedia(EXPE)的总价值。</blockquote></p><p> The Wall Street analyst consensus forecast for Airbnb’s fourth quarter calls for revenue of $740.2 million, with a loss of $9.17 a share. Street consensus for the March quarter is $591.5 million, with a loss of $1.21 a share.</p><p><blockquote>华尔街分析师一致预测Airbnb第四季度评级营收为7.402亿美元,每股亏损9.17美元。华尔街对3月份季度的共识为5.915亿美元,每股亏损1.21美元。</blockquote></p><p> Loop Capital analyst Rob Sanderson on Monday lifted his rating on Airbnb shares to Buy from Hold, with a new target of $240, up from $150. Sanderson thinks December quarter results will beat consensus estimates by “a significant margin.” He’s projecting revenue for the fourth quarter of $937 million, way above consensus.</p><p><blockquote>Loop Capital分析师Rob Sanderson周一将爱彼迎股票评级从持有上调至买入,新目标从150美元上调至240美元。桑德森认为12月份季度业绩将“大幅”超出市场普遍预期。他预计第四季度营收为9.37亿美元,远高于市场预期。</blockquote></p><p> Sanderson notes that bookings growth for Expedia’s Vrbo unit improved sequentially in the fourth quarter, “a trend that continues” into the March quarter. He says that third-party analytics find “record growth” year over year in January. The analyst writes that Airbnb unit volume has shown “directional correlation” with Uber rideshare bookings over 11 quarters—and he adds that “world-wide rides bookings improved further for Uber in Q4 while consensus for Airbnb reflects material deceleration for the quarter.”</p><p><blockquote>桑德森指出,Expedia VRBO部门的预订增长在第四季度环比改善,“这一趋势将持续”到第三季度。他表示,第三方分析发现1月份同比增长“创纪录”。这位分析师写道,过去11个季度,爱彼迎的销量与Uber拼车预订量表现出“方向相关性”,他补充说,“Uber的全球拼车预订量在第四季度进一步改善,而爱彼迎的共识反映出该季度的大幅减速。”</blockquote></p><p> He does caution that the stock could face selling pressure into a pair of coming lock-up expirations, the first on March 1 and a larger tranches after the first quarter earnings report, likely in early May. But he still likes the stock.</p><p><blockquote>他确实警告说,该股可能会在即将到来的两次禁售到期中面临抛售压力,第一次是在3月1日,第一季度收益报告后(可能是在5月初)会有更大的一部分。但他仍然喜欢这只股票。</blockquote></p><p> “Our initial opinion was that Airbnb is a premium company with a tremendous opportunity, but that valuation did not leave significant upside,” Sanderson writes. “Since this time, premiums for growth leaders have expanded further and Airbnb shares are already up $54 year to date. While the continued multiple expansion raises the risk profile, we do not expect market conditions will change in the near term. We consider this the largest risk to an aggressive call ahead of the first-ever report for the company.”</p><p><blockquote>桑德森写道:“我们最初的观点是,爱彼迎是一家拥有巨大机会的优质公司,但这一估值并没有留下显着的上涨空间。”“自那时以来,增长领导者的溢价进一步扩大,Airbnb股价今年迄今已上涨54美元。虽然持续的倍数扩张增加了风险状况,但我们预计市场状况不会在短期内发生变化。我们认为这是该公司首份报告发布之前激进看涨期权面临的最大风险。”</blockquote></p><p> On Monday, Airbnb shares are fell 2.9% to $195.34.</p><p><blockquote>周一,爱彼迎股价下跌2.9%至195.34美元。</blockquote></p><p></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>Airbnb Reports Earnings on Thursday. One Analyst Sees a Blowout.<blockquote>爱彼迎周四公布财报。一位分析师认为会出现井喷。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAirbnb Reports Earnings on Thursday. One Analyst Sees a Blowout.<blockquote>爱彼迎周四公布财报。一位分析师认为会出现井喷。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-02-23 17:25</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Airbnb will report its first quarter as a public company on Thursday after the market closes—and at least one analyst sees a blowout coming.</p><p><blockquote>爱彼迎将于周四收盘后报告其作为上市公司的第一季度业绩,至少一位分析师预计业绩将出现井喷。</blockquote></p><p> Airbnb stock (ticker: ABNB) went public Dec. 10 at $68 a share, closed the first day of trading at $144, and has since rallied past the $200 level, giving the short-term real-estate rental platform a market cap of more than $120 billion. That’s more than the combined value of the two leading online-travel-agency stocks,Booking.com(BKNG) andExpedia(EXPE).</p><p><blockquote>爱彼迎股票(股票代码:ABNB)于12月上市。10日股价为每股68美元,首日收盘价为144美元,此后已升至200美元以上,使该短期房地产租赁平台的市值超过1200亿美元。这超过了两只领先的在线旅行社股票Booking.com(BKNG)和Expedia(EXPE)的总价值。</blockquote></p><p> The Wall Street analyst consensus forecast for Airbnb’s fourth quarter calls for revenue of $740.2 million, with a loss of $9.17 a share. Street consensus for the March quarter is $591.5 million, with a loss of $1.21 a share.</p><p><blockquote>华尔街分析师一致预测Airbnb第四季度评级营收为7.402亿美元,每股亏损9.17美元。华尔街对3月份季度的共识为5.915亿美元,每股亏损1.21美元。</blockquote></p><p> Loop Capital analyst Rob Sanderson on Monday lifted his rating on Airbnb shares to Buy from Hold, with a new target of $240, up from $150. Sanderson thinks December quarter results will beat consensus estimates by “a significant margin.” He’s projecting revenue for the fourth quarter of $937 million, way above consensus.</p><p><blockquote>Loop Capital分析师Rob Sanderson周一将爱彼迎股票评级从持有上调至买入,新目标从150美元上调至240美元。桑德森认为12月份季度业绩将“大幅”超出市场普遍预期。他预计第四季度营收为9.37亿美元,远高于市场预期。</blockquote></p><p> Sanderson notes that bookings growth for Expedia’s Vrbo unit improved sequentially in the fourth quarter, “a trend that continues” into the March quarter. He says that third-party analytics find “record growth” year over year in January. The analyst writes that Airbnb unit volume has shown “directional correlation” with Uber rideshare bookings over 11 quarters—and he adds that “world-wide rides bookings improved further for Uber in Q4 while consensus for Airbnb reflects material deceleration for the quarter.”</p><p><blockquote>桑德森指出,Expedia VRBO部门的预订增长在第四季度环比改善,“这一趋势将持续”到第三季度。他表示,第三方分析发现1月份同比增长“创纪录”。这位分析师写道,过去11个季度,爱彼迎的销量与Uber拼车预订量表现出“方向相关性”,他补充说,“Uber的全球拼车预订量在第四季度进一步改善,而爱彼迎的共识反映出该季度的大幅减速。”</blockquote></p><p> He does caution that the stock could face selling pressure into a pair of coming lock-up expirations, the first on March 1 and a larger tranches after the first quarter earnings report, likely in early May. But he still likes the stock.</p><p><blockquote>他确实警告说,该股可能会在即将到来的两次禁售到期中面临抛售压力,第一次是在3月1日,第一季度收益报告后(可能是在5月初)会有更大的一部分。但他仍然喜欢这只股票。</blockquote></p><p> “Our initial opinion was that Airbnb is a premium company with a tremendous opportunity, but that valuation did not leave significant upside,” Sanderson writes. “Since this time, premiums for growth leaders have expanded further and Airbnb shares are already up $54 year to date. While the continued multiple expansion raises the risk profile, we do not expect market conditions will change in the near term. We consider this the largest risk to an aggressive call ahead of the first-ever report for the company.”</p><p><blockquote>桑德森写道:“我们最初的观点是,爱彼迎是一家拥有巨大机会的优质公司,但这一估值并没有留下显着的上涨空间。”“自那时以来,增长领导者的溢价进一步扩大,Airbnb股价今年迄今已上涨54美元。虽然持续的倍数扩张增加了风险状况,但我们预计市场状况不会在短期内发生变化。我们认为这是该公司首份报告发布之前激进看涨期权面临的最大风险。”</blockquote></p><p> On Monday, Airbnb shares are fell 2.9% to $195.34.</p><p><blockquote>周一,爱彼迎股价下跌2.9%至195.34美元。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.barrons.com/articles/airbnb-reports-earnings-on-thursday-one-analyst-sees-a-blowout-51614010424?mod=RTA\">Barrons</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ABNB":"爱彼迎"},"source_url":"https://www.barrons.com/articles/airbnb-reports-earnings-on-thursday-one-analyst-sees-a-blowout-51614010424?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144952945","content_text":"Airbnb will report its first quarter as a public company on Thursday after the market closes—and at least one analyst sees a blowout coming.\nAirbnb stock (ticker: ABNB) went public Dec. 10 at $68 a share, closed the first day of trading at $144, and has since rallied past the $200 level, giving the short-term real-estate rental platform a market cap of more than $120 billion. That’s more than the combined value of the two leading online-travel-agency stocks,Booking.com(BKNG) andExpedia(EXPE).\nThe Wall Street analyst consensus forecast for Airbnb’s fourth quarter calls for revenue of $740.2 million, with a loss of $9.17 a share. Street consensus for the March quarter is $591.5 million, with a loss of $1.21 a share.\nLoop Capital analyst Rob Sanderson on Monday lifted his rating on Airbnb shares to Buy from Hold, with a new target of $240, up from $150. Sanderson thinks December quarter results will beat consensus estimates by “a significant margin.” He’s projecting revenue for the fourth quarter of $937 million, way above consensus.\nSanderson notes that bookings growth for Expedia’s Vrbo unit improved sequentially in the fourth quarter, “a trend that continues” into the March quarter. He says that third-party analytics find “record growth” year over year in January. The analyst writes that Airbnb unit volume has shown “directional correlation” with Uber rideshare bookings over 11 quarters—and he adds that “world-wide rides bookings improved further for Uber in Q4 while consensus for Airbnb reflects material deceleration for the quarter.”\nHe does caution that the stock could face selling pressure into a pair of coming lock-up expirations, the first on March 1 and a larger tranches after the first quarter earnings report, likely in early May. But he still likes the stock.\n“Our initial opinion was that Airbnb is a premium company with a tremendous opportunity, but that valuation did not leave significant upside,” Sanderson writes. “Since this time, premiums for growth leaders have expanded further and Airbnb shares are already up $54 year to date. While the continued multiple expansion raises the risk profile, we do not expect market conditions will change in the near term. We consider this the largest risk to an aggressive call ahead of the first-ever report for the company.”\nOn Monday, Airbnb shares are fell 2.9% to $195.34.","news_type":1,"symbols_score_info":{"ABNB":0.9}},"isVote":1,"tweetType":1,"viewCount":1745,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":385869250,"gmtCreate":1613531518770,"gmtModify":1634553273362,"author":{"id":"3575036850456446","authorId":"3575036850456446","name":"Nodipstoday","avatar":"https://static.tigerbbs.com/daa701f5b86580551dd5efd95e6b06e6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575036850456446","idStr":"3575036850456446"},"themes":[],"htmlText":"🤑🤑🤑","listText":"🤑🤑🤑","text":"🤑🤑🤑","images":[{"img":"https://static.tigerbbs.com/b2abd41306d12ee49d7cf1e7f096d629","width":"750","height":"1817"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/385869250","isVote":1,"tweetType":1,"viewCount":2639,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":381343541,"gmtCreate":1612936958383,"gmtModify":1703767146423,"author":{"id":"3575036850456446","authorId":"3575036850456446","name":"Nodipstoday","avatar":"https://static.tigerbbs.com/daa701f5b86580551dd5efd95e6b06e6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575036850456446","idStr":"3575036850456446"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/APHA\">$Aphria Inc.(APHA)$</a>[财迷] [财迷] 还早,兄弟们一起来","listText":"<a href=\"https://laohu8.com/S/APHA\">$Aphria Inc.(APHA)$</a>[财迷] [财迷] 还早,兄弟们一起来","text":"$Aphria Inc.(APHA)$[财迷] [财迷] 还早,兄弟们一起来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/381343541","isVote":1,"tweetType":1,"viewCount":3256,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":381349433,"gmtCreate":1612936776422,"gmtModify":1703767145206,"author":{"id":"3575036850456446","authorId":"3575036850456446","name":"Nodipstoday","avatar":"https://static.tigerbbs.com/daa701f5b86580551dd5efd95e6b06e6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575036850456446","idStr":"3575036850456446"},"themes":[],"htmlText":".","listText":".","text":".","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/381349433","repostId":"1192051370","repostType":4,"repost":{"id":"1192051370","kind":"news","pubTimestamp":1612936066,"share":"https://www.laohu8.com/m/news/1192051370?lang=zh_CN&edition=full","pubTime":"2021-02-10 13:47","market":"us","language":"en","title":"Why Large-Cap Value Stocks Could Be Long-Term Winners<blockquote>为什么大盘价值股可能成为长期赢家</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1192051370","media":"Barrons","summary":"The new year is just over a month old, but it has been dominated by the spectacular rise and fall of","content":"<p>The new year is just over a month old, but it has been dominated by the spectacular rise and fall ofspeculative stocksand a continuation of thesmall cap rally. In this kind of environment, few people may envy a large-cap value investor, but Randall Eley thinks slow and steady wins the race.</p><p><blockquote>新的一年才过去一个多月,但投机性股票的大幅涨跌以及小盘股反弹的延续占据了主导地位。在这种环境下,可能很少有人羡慕大盘价值投资者,但兰德尔·埃利认为缓慢而稳定才能赢得比赛。</blockquote></p><p> Identifying as a large-cap value investor these days “takes a lot of courage…or a naiveté,” Eley jokes. Yet as chief investment officer at Edgar Lomax, and the portfolio manager of theEdgar Lomax Valuefund (LOMAX), he has time on his side. A strong track record of past performance helps him tune out some of the near-term noise and focus on the core strategy of buying large, profitable well capitalized companies at a discount.</p><p><blockquote>埃利开玩笑说,如今成为大盘价值投资者“需要很大的勇气……或者天真”。然而,作为Edgar Lomax的首席投资官和Edgar Lomax ValueFund(LOMAX)的投资组合经理,他有时间。过去良好的业绩记录有助于他忽略一些近期噪音,专注于以折扣价购买大型、盈利、资本充足的公司的核心战略。</blockquote></p><p> “One of the most important ingredients of a successful investment plan is patience,” he says. “So we’re comfortable structuring portfolios that we think are going to perform strongly over lengthy periods of 10 years or more.”</p><p><blockquote>“成功的投资计划最重要的因素之一是耐心,”他说。“因此,我们乐于构建我们认为在10年或更长时间内表现强劲的投资组合。”</blockquote></p><p> While large cap value may not be in fashion at the moment, Eley argues that it’s still a successful strategy worth pursuing, especially given that these companies also tend to have higher-than-average dividend yields. While many of his holdings didn’t shine in the pandemic-dominated 2020, he says he had the opportunity to invest in big well-managed companies that aren’t “just sitting dead in the water,” but making adjustments for future growth. When stronger earnings do return for these stocks, they are likely “to catch most observers by surprise, and we’ll get that outperformance we’re looking for.”</p><p><blockquote>虽然大盘股价值目前可能并不流行,但埃利认为,这仍然是一个值得追求的成功策略,特别是考虑到这些公司的股息收益率往往高于平均水平。虽然他持有的许多股票在疫情主导的2020年表现不佳,但他表示,他有机会投资管理良好的大型公司,这些公司不是“坐以待毙”,而是为未来的增长做出调整。当这些股票的盈利确实更强劲时,它们可能会“让大多数观察家感到惊讶,我们将获得我们所寻求的优异表现。”</blockquote></p><p> His favorite areas of the market now are energy, financials, and health care. While the S&P 500 weights these categories at roughly 2.5%, 10%, and 13.5%, they stood at 8%, 16%, and 21.5% of the portfolio at the start of the year.</p><p><blockquote>他现在最喜欢的市场领域是能源、金融和医疗保健。虽然标普500对这些类别的权重约为2.5%、10%和13.5%,但今年年初它们占投资组合的比例分别为8%、16%和21.5%。</blockquote></p><p> Energy has been out of favor for some time, but Eley argues that a lot of the pandemic-related disruption will prove temporary, while the pressure to transition away from fossil fuels is a longer-standing issue that management teams have been focused on for years. While the sector has picked up this year, he believes that it hasn’t “even begun to burn out its potential.”</p><p><blockquote>能源已经失宠一段时间了,但埃利认为,许多与大流行相关的破坏将被证明是暂时的,而摆脱化石燃料的压力是管理团队多年来一直关注的一个长期问题。虽然该行业今年有所回升,但他认为它“甚至还没有开始耗尽其潜力”。</blockquote></p><p> Companies likeExxon Mobil(XOM) andChevron(CVX) are companies “with high dividend yields that management seems determined to keep paying and run conservative operations…there is a lot of incentive to run streamlined, profitable operations and consistently distribute part of those profits to shareholders.”</p><p><blockquote>像埃克森美孚(XOM)和雪佛龙(CVX)这样的公司“股息收益率很高,管理层似乎决心继续支付股息并运营保守的运营……有很大的动力来运营精简、盈利的运营,并持续将部分利润分配给股东。”</blockquote></p><p> His favorite financials includeAllstate(ALL) andMetLife(MET), but he believes the group as a whole looks attractive, as many investors were fearing a repeat of the Great Recession that never materialized. He notes that banks were wise to set aside large loan loss reserves, given the uncertainty of the pandemic, even as these moves underscored that worry. Yet the picture brightened considerably for the group late last year, and can continue to do so, he believes.</p><p><blockquote>他最喜欢的金融股包括好事达(ALL)和大都会人寿(MET),但他认为该集团整体看起来很有吸引力,因为许多投资者担心从未实现的大衰退会重演。他指出,鉴于疫情的不确定性,银行留出大量贷款损失准备金是明智的,尽管这些举措凸显了这种担忧。然而,他相信,去年年底,该集团的前景明显好转,并且可以继续这样做。</blockquote></p><p> Health care may be an obvious focus for many investors, given the rollout of the Covid-19 vaccine, but Eley notes that his firm focuses on companies “that were profitable all along,” regardless of their positioning in the race for herd immunity, althoughPfizer(PFE) is one of his biggest holdings in this sector.</p><p><blockquote>鉴于Covid-19疫苗的推出,医疗保健可能是许多投资者明显关注的焦点,但Eley指出,他的公司专注于“一直盈利”的公司,无论它们在群体免疫竞赛中的地位如何,尽管辉瑞(PFE)是他在该行业最大的持股之一。</blockquote></p><p> Eley doesn’t hold much in the consumer sector, but he likesWalgreens Boots Alliance(WBA), andCoca-Cola(KO), whichhave struggled recently. He believes that Walgreens, his largest position in the sector, will ultimately be able to execute a turnaround, and he called Coke—one of<i>Barron’s</i> favorite stocks for 2021, a solid holding.</p><p><blockquote>埃利在消费领域持有的股份不多,但他喜欢沃尔格林博姿联盟(WBA)和可口可乐(KO),这两家公司最近陷入困境。他相信沃尔格林,他在该行业最大的头寸,最终将能够实现扭亏为盈,他称可口可乐——其中之一<i>巴伦周刊</i>2021年最喜欢的股票,坚定持有。</blockquote></p><p></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>Why Large-Cap Value Stocks Could Be Long-Term Winners<blockquote>为什么大盘价值股可能成为长期赢家</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Large-Cap Value Stocks Could Be Long-Term Winners<blockquote>为什么大盘价值股可能成为长期赢家</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-02-10 13:47</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The new year is just over a month old, but it has been dominated by the spectacular rise and fall ofspeculative stocksand a continuation of thesmall cap rally. In this kind of environment, few people may envy a large-cap value investor, but Randall Eley thinks slow and steady wins the race.</p><p><blockquote>新的一年才过去一个多月,但投机性股票的大幅涨跌以及小盘股反弹的延续占据了主导地位。在这种环境下,可能很少有人羡慕大盘价值投资者,但兰德尔·埃利认为缓慢而稳定才能赢得比赛。</blockquote></p><p> Identifying as a large-cap value investor these days “takes a lot of courage…or a naiveté,” Eley jokes. Yet as chief investment officer at Edgar Lomax, and the portfolio manager of theEdgar Lomax Valuefund (LOMAX), he has time on his side. A strong track record of past performance helps him tune out some of the near-term noise and focus on the core strategy of buying large, profitable well capitalized companies at a discount.</p><p><blockquote>埃利开玩笑说,如今成为大盘价值投资者“需要很大的勇气……或者天真”。然而,作为Edgar Lomax的首席投资官和Edgar Lomax ValueFund(LOMAX)的投资组合经理,他有时间。过去良好的业绩记录有助于他忽略一些近期噪音,专注于以折扣价购买大型、盈利、资本充足的公司的核心战略。</blockquote></p><p> “One of the most important ingredients of a successful investment plan is patience,” he says. “So we’re comfortable structuring portfolios that we think are going to perform strongly over lengthy periods of 10 years or more.”</p><p><blockquote>“成功的投资计划最重要的因素之一是耐心,”他说。“因此,我们乐于构建我们认为在10年或更长时间内表现强劲的投资组合。”</blockquote></p><p> While large cap value may not be in fashion at the moment, Eley argues that it’s still a successful strategy worth pursuing, especially given that these companies also tend to have higher-than-average dividend yields. While many of his holdings didn’t shine in the pandemic-dominated 2020, he says he had the opportunity to invest in big well-managed companies that aren’t “just sitting dead in the water,” but making adjustments for future growth. When stronger earnings do return for these stocks, they are likely “to catch most observers by surprise, and we’ll get that outperformance we’re looking for.”</p><p><blockquote>虽然大盘股价值目前可能并不流行,但埃利认为,这仍然是一个值得追求的成功策略,特别是考虑到这些公司的股息收益率往往高于平均水平。虽然他持有的许多股票在疫情主导的2020年表现不佳,但他表示,他有机会投资管理良好的大型公司,这些公司不是“坐以待毙”,而是为未来的增长做出调整。当这些股票的盈利确实更强劲时,它们可能会“让大多数观察家感到惊讶,我们将获得我们所寻求的优异表现。”</blockquote></p><p> His favorite areas of the market now are energy, financials, and health care. While the S&P 500 weights these categories at roughly 2.5%, 10%, and 13.5%, they stood at 8%, 16%, and 21.5% of the portfolio at the start of the year.</p><p><blockquote>他现在最喜欢的市场领域是能源、金融和医疗保健。虽然标普500对这些类别的权重约为2.5%、10%和13.5%,但今年年初它们占投资组合的比例分别为8%、16%和21.5%。</blockquote></p><p> Energy has been out of favor for some time, but Eley argues that a lot of the pandemic-related disruption will prove temporary, while the pressure to transition away from fossil fuels is a longer-standing issue that management teams have been focused on for years. While the sector has picked up this year, he believes that it hasn’t “even begun to burn out its potential.”</p><p><blockquote>能源已经失宠一段时间了,但埃利认为,许多与大流行相关的破坏将被证明是暂时的,而摆脱化石燃料的压力是管理团队多年来一直关注的一个长期问题。虽然该行业今年有所回升,但他认为它“甚至还没有开始耗尽其潜力”。</blockquote></p><p> Companies likeExxon Mobil(XOM) andChevron(CVX) are companies “with high dividend yields that management seems determined to keep paying and run conservative operations…there is a lot of incentive to run streamlined, profitable operations and consistently distribute part of those profits to shareholders.”</p><p><blockquote>像埃克森美孚(XOM)和雪佛龙(CVX)这样的公司“股息收益率很高,管理层似乎决心继续支付股息并运营保守的运营……有很大的动力来运营精简、盈利的运营,并持续将部分利润分配给股东。”</blockquote></p><p> His favorite financials includeAllstate(ALL) andMetLife(MET), but he believes the group as a whole looks attractive, as many investors were fearing a repeat of the Great Recession that never materialized. He notes that banks were wise to set aside large loan loss reserves, given the uncertainty of the pandemic, even as these moves underscored that worry. Yet the picture brightened considerably for the group late last year, and can continue to do so, he believes.</p><p><blockquote>他最喜欢的金融股包括好事达(ALL)和大都会人寿(MET),但他认为该集团整体看起来很有吸引力,因为许多投资者担心从未实现的大衰退会重演。他指出,鉴于疫情的不确定性,银行留出大量贷款损失准备金是明智的,尽管这些举措凸显了这种担忧。然而,他相信,去年年底,该集团的前景明显好转,并且可以继续这样做。</blockquote></p><p> Health care may be an obvious focus for many investors, given the rollout of the Covid-19 vaccine, but Eley notes that his firm focuses on companies “that were profitable all along,” regardless of their positioning in the race for herd immunity, althoughPfizer(PFE) is one of his biggest holdings in this sector.</p><p><blockquote>鉴于Covid-19疫苗的推出,医疗保健可能是许多投资者明显关注的焦点,但Eley指出,他的公司专注于“一直盈利”的公司,无论它们在群体免疫竞赛中的地位如何,尽管辉瑞(PFE)是他在该行业最大的持股之一。</blockquote></p><p> Eley doesn’t hold much in the consumer sector, but he likesWalgreens Boots Alliance(WBA), andCoca-Cola(KO), whichhave struggled recently. He believes that Walgreens, his largest position in the sector, will ultimately be able to execute a turnaround, and he called Coke—one of<i>Barron’s</i> favorite stocks for 2021, a solid holding.</p><p><blockquote>埃利在消费领域持有的股份不多,但他喜欢沃尔格林博姿联盟(WBA)和可口可乐(KO),这两家公司最近陷入困境。他相信沃尔格林,他在该行业最大的头寸,最终将能够实现扭亏为盈,他称可口可乐——其中之一<i>巴伦周刊</i>2021年最喜欢的股票,坚定持有。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.barrons.com/articles/large-cap-value-stocks-could-be-long-term-winners-think-metlife-and-coca-cola-51612827746?mod=hp_columnists\">Barrons</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.barrons.com/articles/large-cap-value-stocks-could-be-long-term-winners-think-metlife-and-coca-cola-51612827746?mod=hp_columnists","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192051370","content_text":"The new year is just over a month old, but it has been dominated by the spectacular rise and fall ofspeculative stocksand a continuation of thesmall cap rally. In this kind of environment, few people may envy a large-cap value investor, but Randall Eley thinks slow and steady wins the race.\nIdentifying as a large-cap value investor these days “takes a lot of courage…or a naiveté,” Eley jokes. Yet as chief investment officer at Edgar Lomax, and the portfolio manager of theEdgar Lomax Valuefund (LOMAX), he has time on his side. A strong track record of past performance helps him tune out some of the near-term noise and focus on the core strategy of buying large, profitable well capitalized companies at a discount.\n“One of the most important ingredients of a successful investment plan is patience,” he says. “So we’re comfortable structuring portfolios that we think are going to perform strongly over lengthy periods of 10 years or more.”\nWhile large cap value may not be in fashion at the moment, Eley argues that it’s still a successful strategy worth pursuing, especially given that these companies also tend to have higher-than-average dividend yields. While many of his holdings didn’t shine in the pandemic-dominated 2020, he says he had the opportunity to invest in big well-managed companies that aren’t “just sitting dead in the water,” but making adjustments for future growth. When stronger earnings do return for these stocks, they are likely “to catch most observers by surprise, and we’ll get that outperformance we’re looking for.”\nHis favorite areas of the market now are energy, financials, and health care. While the S&P 500 weights these categories at roughly 2.5%, 10%, and 13.5%, they stood at 8%, 16%, and 21.5% of the portfolio at the start of the year.\nEnergy has been out of favor for some time, but Eley argues that a lot of the pandemic-related disruption will prove temporary, while the pressure to transition away from fossil fuels is a longer-standing issue that management teams have been focused on for years. While the sector has picked up this year, he believes that it hasn’t “even begun to burn out its potential.”\nCompanies likeExxon Mobil(XOM) andChevron(CVX) are companies “with high dividend yields that management seems determined to keep paying and run conservative operations…there is a lot of incentive to run streamlined, profitable operations and consistently distribute part of those profits to shareholders.”\nHis favorite financials includeAllstate(ALL) andMetLife(MET), but he believes the group as a whole looks attractive, as many investors were fearing a repeat of the Great Recession that never materialized. He notes that banks were wise to set aside large loan loss reserves, given the uncertainty of the pandemic, even as these moves underscored that worry. Yet the picture brightened considerably for the group late last year, and can continue to do so, he believes.\nHealth care may be an obvious focus for many investors, given the rollout of the Covid-19 vaccine, but Eley notes that his firm focuses on companies “that were profitable all along,” regardless of their positioning in the race for herd immunity, althoughPfizer(PFE) is one of his biggest holdings in this sector.\nEley doesn’t hold much in the consumer sector, but he likesWalgreens Boots Alliance(WBA), andCoca-Cola(KO), whichhave struggled recently. He believes that Walgreens, his largest position in the sector, will ultimately be able to execute a turnaround, and he called Coke—one ofBarron’s favorite stocks for 2021, a solid holding.","news_type":1,"symbols_score_info":{".SPX":0.9,".IXIC":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2871,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"following","isTTM":false}