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mseokt
mseokt
·
2021-12-06
It's December vacation drop time
Toplines Before US Market Open on Monday<blockquote>周一美国市场开盘前的顶线</blockquote>
The Nasdaq index was set for a lower open on Monday as mega-cap technology firms slipped and shares
Toplines Before US Market Open on Monday<blockquote>周一美国市场开盘前的顶线</blockquote>
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mseokt
mseokt
·
2021-12-05
Maybe it's the holiday season. Stocks may he going south for vacation
3 High Growth Stocks To Buy In The Pullback<blockquote>回调中值得买入的3只高增长股票</blockquote>
Summary Upstart has fallen more than 50% from its highs. But its last earnings report wasn't that b
3 High Growth Stocks To Buy In The Pullback<blockquote>回调中值得买入的3只高增长股票</blockquote>
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mseokt
mseokt
·
2021-12-05
Marvell- superhero company? Like Nvidia, need to monitor
非常抱歉，此主贴已删除
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mseokt
·
2021-11-12
Easy treatment for Covid-19 👍
Altamira Therapeutics soared nearly 100% in morning trading<blockquote>Altamira Therapeutics早盘飙升近100%</blockquote>
Altamira Therapeutics soared nearly 100% in morning trading.Altamira Therapeutics Ltd., a company de
Altamira Therapeutics soared nearly 100% in morning trading<blockquote>Altamira Therapeutics早盘飙升近100%</blockquote>
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mseokt
·
2021-11-12
Hmmm looks like can consider Exelixis
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mseokt
·
2021-11-08
Doesn't seem positive sign
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mseokt
·
2021-11-08
Look like an exciting week
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mseokt
·
2021-11-05
Hopefully the pill is effective
Britain approves Merck's Covid-19 pill in world first<blockquote>英国在世界上首次批准默克公司的Covid-19药物</blockquote>
Nov 4 (Reuters) - Britain on Thursday became the first country in the world to approve a potentially
Britain approves Merck's Covid-19 pill in world first<blockquote>英国在世界上首次批准默克公司的Covid-19药物</blockquote>
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mseokt
·
2021-11-05
AIG coming back strongly
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mseokt
·
2021-10-27
Seem like a confident stock.
Brazil's Nubank, last valued at $30 billion, confidentially files for U.S. IPO<blockquote>巴西Nubank最新估值300亿美元秘密申请美国IPO</blockquote>
(Reuters) - Brazilian digital lender Nubank, which is backed by Warren Buffett’s Berkshire Hathaway
Brazil's Nubank, last valued at $30 billion, confidentially files for U.S. IPO<blockquote>巴西Nubank最新估值300亿美元秘密申请美国IPO</blockquote>
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December vacation drop time","listText":"It's December vacation drop time","text":"It's December vacation drop time","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/606007577","repostId":"1191091006","repostType":4,"repost":{"id":"1191091006","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1638796414,"share":"https://www.laohu8.com/m/news/1191091006?lang=zh_CN&edition=full","pubTime":"2021-12-06 21:13","market":"us","language":"en","title":"Toplines Before US Market Open on Monday<blockquote>周一美国市场开盘前的顶线</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1191091006","media":"Tiger Newspress","summary":"The Nasdaq index was set for a lower open on Monday as mega-cap technology firms slipped and shares ","content":"<p>The Nasdaq index was set for a lower open on Monday as mega-cap technology firms slipped and shares of Nvidia led declines among major chipmakers, while Dow futures were supported by a rise in economy-sensitive stocks.</p><p><blockquote>纳斯达克指数周一开盘走低，原因是大型科技公司下滑，英伟达股价领跌主要芯片制造商，而道指期货则受到对经济敏感的股票上涨的支撑。</blockquote></p><p> At 8:00 a.m. ET, Dow e-minis were up 198 points, or 0.57%, S&P 500 e-minis were up 10.25 points, or 0.23%, and Nasdaq 100 e-minis were down 55.75 points, or 0.35%.</p><p><blockquote>截至美国东部时间上午8:00，道指e-mini上涨198点，涨幅0.57%，标普500 e-mini上涨10.25点，涨幅0.23%，纳斯达克100 e-mini下跌55.75点，涨幅0.35%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/1463820447570ba6f65ee49e1b05c085\" tg-width=\"1080\" tg-height=\"384\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Stocks exposed to cryptocurrencies plunged in premarket trading on Monday as Bitcoin’s retreat from the record high it reached last month ballooned to nearly 30%.Marathon Digital,Riot Blockchain,Ebang international,Coinbase,BIT Mining,Canaan and SoS Ltd fell between 4% and 10%.</p><p><blockquote>周一，随着比特币从上个月创下的历史新高回落至近30%，加密货币股票在盘前交易中暴跌。Marathon Digital、Riot Blockchain、亿邦国际、Coinbase、BIT Mining、Canaan和SoS Ltd跌幅在4%和10%之间。</blockquote></p><p> After a mixed jobs report last week, focus will now be on the release of consumer price index and core inflation readings on Friday for clues on the trajectory of the Fed's policy decision at its December meeting.</p><p><blockquote>在上周就业报告好坏参半之后，现在的焦点将集中在周五发布的消费者价格指数和核心通胀数据上，以寻找美联储12月会议政策决定轨迹的线索。</blockquote></p><p> <b>Stocks making the biggest moves premarket: </b></p><p><blockquote><b>盘前涨幅最大的股票：</b></blockquote></p><p> <b>Nvidia(NVDA) </b>– The graphics chip maker’s stock slid 4.3% in the premarket, as it deals with continuing obstacles to its planned takeover of British chipmaker ARM. EU antitrust regulators have halted their investigation of the deal as they await more information, and last week the U.S. FTC sued to block the transaction.</p><p><blockquote><b>英伟达(NVDA)</b>-这家图形芯片制造商的股价在盘前下跌4.3%，因为该公司计划收购英国芯片制造商ARM面临持续的障碍。欧盟反垄断监管机构已停止对该交易的调查，等待更多信息，上周美国联邦贸易委员会提起诉讼阻止该交易。</blockquote></p><p> <b>Lucid Group(LCID)</b> – The electric vehicle maker’s stock slumped 14.7% in premarket trading after it received a subpoena from the Securities and Exchange Commission. Lucid said the subpoena requested documents related to its SPAC merger deal with Churchill Capital Corp.</p><p><blockquote><b>Lucid集团(LCID)</b>-在收到美国证券交易委员会的传票后，这家电动汽车制造商的股价在盘前交易中下跌14.7%。Lucid表示，传票要求提供与其SPAC与Churchill Capital Corp.合并交易相关的文件。</blockquote></p><p> <b>Tesla(</b><b>TSLA</b><b>)</b><b> </b>– Tesla stock dropped nearly 3% in premarket trading after the SEC launched an investigation into the informant's claim that Tesla solar panels were defective.In addition,Tesla recalled 21,599 Model Ys made in China, citing steering knuckle issues.</p><p><blockquote><b>特斯拉(</b><b>特斯拉</b><b>)</b><b> </b>-在SEC对线人声称特斯拉太阳能电池板存在缺陷展开调查后，特斯拉股价在盘前交易中下跌近3%。此外，特斯拉以转向节问题为由召回21599辆国产Model Y。</blockquote></p><p> <b>Alibaba(BABA) </b>– The China-based e-commerce giant saw its shares add 1% in premarket action after it announced a reorganization of its e-commerce teams and named a new chief financial officer.</p><p><blockquote><b>阿里巴巴-SW（父亲）</b>-这家中国电子商务巨头宣布重组电子商务团队并任命新首席财务官后，其股价在盘前上涨1%。</blockquote></p><p> <b>CF Acquisition Corp VI(CFVI)</b> – YouTube competitor Rumble would go public via SPAC CF Acquisition VI.CF Acquisition Corp VI stock jumped 23% in premarket trading.</p><p><blockquote><b>CF收购公司VI(CFVI)</b>-YouTube竞争对手Rumble将通过SPAC CF Acquisition VI上市。CF Acquisition Corp VI股价在盘前交易中上涨23%。</blockquote></p><p> <b>Digital World Acquisition(DWAC)</b> – Digital World Acquisition stock surged 10% in premarket trading.Trump's social media venture says it has raised $1 bln.</p><p><blockquote><b>数字世界采集(DWAC)</b>–Digital World Acquisition股价在盘前交易中飙升10%。特朗普的社交媒体企业表示已筹集10亿美元。</blockquote></p><p> <b>Kohl’s(KSS)</b> – The retailer’s stock rallied 4.2% in the premarket following news that activist investor Engine Capital is urging Kohl’s to consider either a sale of the company or a separation of its e-commerce business. Engine Capital has a Kohl’s stake of approximately 1%.</p><p><blockquote><b>美国柯尔百货公司(KSS)</b>–有消息称，激进投资者Engine Capital敦促Kohl's考虑出售该公司或剥离其电子商务业务，该零售商的股价在盘前上涨4.2%。Engine Capital持有Kohl's约1%的股份。</blockquote></p><p> <b>Electronic Arts(EA)</b> – The video game maker gained 1.9% in premarket trading after Citi upgraded the stock to “buy” from “neutral.” Citi said the recent slide presents a buying opportunity despite concerns over factors like the weakness in EA’s “Battlefield 2042” title.</p><p><blockquote><b>电子艺界(EA)</b>-花旗将该股评级从“中性”上调至“买入”后，这家视频游戏制造商在盘前交易中上涨1.9%。花旗表示，尽管人们担心艺电《战地2042》游戏的疲软等因素，但最近的下滑仍提供了买入机会。</blockquote></p><p> <b>GCP Applied Technologies(GCP)</b> – The maker of specialty construction chemicals agreed to be acquired by French construction company Saint-Gobain for $32 per share in cash, or about $32 billion. GCP surged 14.4% in premarket trading.</p><p><blockquote><b>GCP应用技术(GCP)</b>-这家特种建筑化学品制造商同意被法国建筑公司圣戈班以每股32美元现金（约合320亿美元）收购。GCP在盘前交易中飙升14.4%。</blockquote></p><p> <b>FactSet Research(FDS) </b>– The provider of financial information will join the S&P 500 prior to the market opening on December 20, along with Signature Bank(SBNY) and SolarEdge Technologies(SEDG). They’ll replaceLeggett & Platt(LEG),Hanesbrands(HBI), and Western Union(WU), which will all move to the S&P MidCap 400.</p><p><blockquote><b>FactSet研究(FDS)</b>-财务信息提供商将在12月20日开市前与Signature Bank(SBNY)和SolarEdge Technologies(SEDG)一起加入标普500。它们将取代Leggett&Platt(LEG)、Hanesbrands(HBI)和Western Union(WU)，这些公司都将迁至S&P中型股400指数。</blockquote></p><p> <b>MicroStrategy(MSTR) </b>– MicroStrategy tumbled 7.6% in the premarket following the weekend slide in the price of bitcoin. The business analytics software company has billions of dollars in bitcoin holdings on its balance sheet.</p><p><blockquote><b>微策略(MSTR)</b>-继比特币股价周末下跌后，MicroStrategy盘前下跌7.6%。这家商业分析软件公司的资产负债表上持有数十亿美元的比特币资产。</blockquote></p><p> <b>Spirit Airlines(SAVE) </b>– Spirit rose 1.4% in the premarket after Evercore upgraded the airline’s stock to “outperform” from “in-line,” saying the company winds up in a better place each time it goes through a recovery cycle.</p><p><blockquote><b>精神航空(SAVE)</b>-Spirit在盘前上涨1.4%，此前Evercore将该航空公司的股票评级从“持平”上调至“跑赢大盘”，并表示该公司每次经历复苏周期时都会处于更好的位置。</blockquote></p><p> <b>Wells Fargo(WFC) </b>– The bank was named a “top pick” at Morgan Stanley, which notes that faster interest rate hikes will benefit the banking sector and that the omicron Covid-19 variant will only push recovery out by a quarter or so. Wells Fargo shares added 1.4% in the premarket.</p><p><blockquote><b>富国银行(WFC)</b>-该银行被摩根士丹利评为“首选”，摩根士丹利指出，更快的加息将有利于银行业，而奥密克戎Covid-19变种只会将复苏推迟四分之一左右。富国银行股价盘前上涨1.4%。</blockquote></p><p> <b>Boston Beer(SAM) </b>– The brewer’s stock added 1.2% in premarket action, following a Cowen upgrade to “market perform” from “underperform”. Cowen notes the slump in the stock price since August, but said it sees signs of stabilization and negative revisions to earnings are now priced into the stock.</p><p><blockquote><b>波士顿啤酒（SAM）</b>-在Cowen将评级从“表现不佳”上调至“市场表现”后，该啤酒制造商的股价在盘前上涨了1.2%。Cowen指出股价自8月份以来暴跌，但表示看到了企稳的迹象，盈利的负面修正现已反映在该股的价格中。</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>Toplines Before US Market Open on Monday<blockquote>周一美国市场开盘前的顶线</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; 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}\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\">\nToplines Before US Market Open on Monday<blockquote>周一美国市场开盘前的顶线</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-06 21:13</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>The Nasdaq index was set for a lower open on Monday as mega-cap technology firms slipped and shares of Nvidia led declines among major chipmakers, while Dow futures were supported by a rise in economy-sensitive stocks.</p><p><blockquote>纳斯达克指数周一开盘走低，原因是大型科技公司下滑，英伟达股价领跌主要芯片制造商，而道指期货则受到对经济敏感的股票上涨的支撑。</blockquote></p><p> At 8:00 a.m. ET, Dow e-minis were up 198 points, or 0.57%, S&P 500 e-minis were up 10.25 points, or 0.23%, and Nasdaq 100 e-minis were down 55.75 points, or 0.35%.</p><p><blockquote>截至美国东部时间上午8:00，道指e-mini上涨198点，涨幅0.57%，标普500 e-mini上涨10.25点，涨幅0.23%，纳斯达克100 e-mini下跌55.75点，涨幅0.35%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/1463820447570ba6f65ee49e1b05c085\" tg-width=\"1080\" tg-height=\"384\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Stocks exposed to cryptocurrencies plunged in premarket trading on Monday as Bitcoin’s retreat from the record high it reached last month ballooned to nearly 30%.Marathon Digital,Riot Blockchain,Ebang international,Coinbase,BIT Mining,Canaan and SoS Ltd fell between 4% and 10%.</p><p><blockquote>周一，随着比特币从上个月创下的历史新高回落至近30%，加密货币股票在盘前交易中暴跌。Marathon Digital、Riot Blockchain、亿邦国际、Coinbase、BIT Mining、Canaan和SoS Ltd跌幅在4%和10%之间。</blockquote></p><p> After a mixed jobs report last week, focus will now be on the release of consumer price index and core inflation readings on Friday for clues on the trajectory of the Fed's policy decision at its December meeting.</p><p><blockquote>在上周就业报告好坏参半之后，现在的焦点将集中在周五发布的消费者价格指数和核心通胀数据上，以寻找美联储12月会议政策决定轨迹的线索。</blockquote></p><p> <b>Stocks making the biggest moves premarket: </b></p><p><blockquote><b>盘前涨幅最大的股票：</b></blockquote></p><p> <b>Nvidia(NVDA) </b>– The graphics chip maker’s stock slid 4.3% in the premarket, as it deals with continuing obstacles to its planned takeover of British chipmaker ARM. EU antitrust regulators have halted their investigation of the deal as they await more information, and last week the U.S. FTC sued to block the transaction.</p><p><blockquote><b>英伟达(NVDA)</b>-这家图形芯片制造商的股价在盘前下跌4.3%，因为该公司计划收购英国芯片制造商ARM面临持续的障碍。欧盟反垄断监管机构已停止对该交易的调查，等待更多信息，上周美国联邦贸易委员会提起诉讼阻止该交易。</blockquote></p><p> <b>Lucid Group(LCID)</b> – The electric vehicle maker’s stock slumped 14.7% in premarket trading after it received a subpoena from the Securities and Exchange Commission. Lucid said the subpoena requested documents related to its SPAC merger deal with Churchill Capital Corp.</p><p><blockquote><b>Lucid集团(LCID)</b>-在收到美国证券交易委员会的传票后，这家电动汽车制造商的股价在盘前交易中下跌14.7%。Lucid表示，传票要求提供与其SPAC与Churchill Capital Corp.合并交易相关的文件。</blockquote></p><p> <b>Tesla(</b><b>TSLA</b><b>)</b><b> </b>– Tesla stock dropped nearly 3% in premarket trading after the SEC launched an investigation into the informant's claim that Tesla solar panels were defective.In addition,Tesla recalled 21,599 Model Ys made in China, citing steering knuckle issues.</p><p><blockquote><b>特斯拉(</b><b>特斯拉</b><b>)</b><b> </b>-在SEC对线人声称特斯拉太阳能电池板存在缺陷展开调查后，特斯拉股价在盘前交易中下跌近3%。此外，特斯拉以转向节问题为由召回21599辆国产Model Y。</blockquote></p><p> <b>Alibaba(BABA) </b>– The China-based e-commerce giant saw its shares add 1% in premarket action after it announced a reorganization of its e-commerce teams and named a new chief financial officer.</p><p><blockquote><b>阿里巴巴-SW（父亲）</b>-这家中国电子商务巨头宣布重组电子商务团队并任命新首席财务官后，其股价在盘前上涨1%。</blockquote></p><p> <b>CF Acquisition Corp VI(CFVI)</b> – YouTube competitor Rumble would go public via SPAC CF Acquisition VI.CF Acquisition Corp VI stock jumped 23% in premarket trading.</p><p><blockquote><b>CF收购公司VI(CFVI)</b>-YouTube竞争对手Rumble将通过SPAC CF Acquisition VI上市。CF Acquisition Corp VI股价在盘前交易中上涨23%。</blockquote></p><p> <b>Digital World Acquisition(DWAC)</b> – Digital World Acquisition stock surged 10% in premarket trading.Trump's social media venture says it has raised $1 bln.</p><p><blockquote><b>数字世界采集(DWAC)</b>–Digital World Acquisition股价在盘前交易中飙升10%。特朗普的社交媒体企业表示已筹集10亿美元。</blockquote></p><p> <b>Kohl’s(KSS)</b> – The retailer’s stock rallied 4.2% in the premarket following news that activist investor Engine Capital is urging Kohl’s to consider either a sale of the company or a separation of its e-commerce business. Engine Capital has a Kohl’s stake of approximately 1%.</p><p><blockquote><b>美国柯尔百货公司(KSS)</b>–有消息称，激进投资者Engine Capital敦促Kohl's考虑出售该公司或剥离其电子商务业务，该零售商的股价在盘前上涨4.2%。Engine Capital持有Kohl's约1%的股份。</blockquote></p><p> <b>Electronic Arts(EA)</b> – The video game maker gained 1.9% in premarket trading after Citi upgraded the stock to “buy” from “neutral.” Citi said the recent slide presents a buying opportunity despite concerns over factors like the weakness in EA’s “Battlefield 2042” title.</p><p><blockquote><b>电子艺界(EA)</b>-花旗将该股评级从“中性”上调至“买入”后，这家视频游戏制造商在盘前交易中上涨1.9%。花旗表示，尽管人们担心艺电《战地2042》游戏的疲软等因素，但最近的下滑仍提供了买入机会。</blockquote></p><p> <b>GCP Applied Technologies(GCP)</b> – The maker of specialty construction chemicals agreed to be acquired by French construction company Saint-Gobain for $32 per share in cash, or about $32 billion. GCP surged 14.4% in premarket trading.</p><p><blockquote><b>GCP应用技术(GCP)</b>-这家特种建筑化学品制造商同意被法国建筑公司圣戈班以每股32美元现金（约合320亿美元）收购。GCP在盘前交易中飙升14.4%。</blockquote></p><p> <b>FactSet Research(FDS) </b>– The provider of financial information will join the S&P 500 prior to the market opening on December 20, along with Signature Bank(SBNY) and SolarEdge Technologies(SEDG). They’ll replaceLeggett & Platt(LEG),Hanesbrands(HBI), and Western Union(WU), which will all move to the S&P MidCap 400.</p><p><blockquote><b>FactSet研究(FDS)</b>-财务信息提供商将在12月20日开市前与Signature Bank(SBNY)和SolarEdge Technologies(SEDG)一起加入标普500。它们将取代Leggett&Platt(LEG)、Hanesbrands(HBI)和Western Union(WU)，这些公司都将迁至S&P中型股400指数。</blockquote></p><p> <b>MicroStrategy(MSTR) </b>– MicroStrategy tumbled 7.6% in the premarket following the weekend slide in the price of bitcoin. The business analytics software company has billions of dollars in bitcoin holdings on its balance sheet.</p><p><blockquote><b>微策略(MSTR)</b>-继比特币股价周末下跌后，MicroStrategy盘前下跌7.6%。这家商业分析软件公司的资产负债表上持有数十亿美元的比特币资产。</blockquote></p><p> <b>Spirit Airlines(SAVE) </b>– Spirit rose 1.4% in the premarket after Evercore upgraded the airline’s stock to “outperform” from “in-line,” saying the company winds up in a better place each time it goes through a recovery cycle.</p><p><blockquote><b>精神航空(SAVE)</b>-Spirit在盘前上涨1.4%，此前Evercore将该航空公司的股票评级从“持平”上调至“跑赢大盘”，并表示该公司每次经历复苏周期时都会处于更好的位置。</blockquote></p><p> <b>Wells Fargo(WFC) </b>– The bank was named a “top pick” at Morgan Stanley, which notes that faster interest rate hikes will benefit the banking sector and that the omicron Covid-19 variant will only push recovery out by a quarter or so. Wells Fargo shares added 1.4% in the premarket.</p><p><blockquote><b>富国银行(WFC)</b>-该银行被摩根士丹利评为“首选”，摩根士丹利指出，更快的加息将有利于银行业，而奥密克戎Covid-19变种只会将复苏推迟四分之一左右。富国银行股价盘前上涨1.4%。</blockquote></p><p> <b>Boston Beer(SAM) </b>– The brewer’s stock added 1.2% in premarket action, following a Cowen upgrade to “market perform” from “underperform”. Cowen notes the slump in the stock price since August, but said it sees signs of stabilization and negative revisions to earnings are now priced into the stock.</p><p><blockquote><b>波士顿啤酒（SAM）</b>-在Cowen将评级从“表现不佳”上调至“市场表现”后，该啤酒制造商的股价在盘前上涨了1.2%。Cowen指出股价自8月份以来暴跌，但表示看到了企稳的迹象，盈利的负面修正现已反映在该股的价格中。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","TSLA":"特斯拉","SAVE":"Spirit Airlines",".IXIC":"NASDAQ Composite","WFC":"富国银行","SAM":"波斯顿啤酒","MSTR":"Strategy","LCID":"Lucid Group Inc",".DJI":"道琼斯",".SPX":"S&P 500 Index","KSS":"柯尔百货","EA":"艺电","FDS":"辉盛研究系统"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191091006","content_text":"The Nasdaq index was set for a lower open on Monday as mega-cap technology firms slipped and shares of Nvidia led declines among major chipmakers, while Dow futures were supported by a rise in economy-sensitive stocks.\nAt 8:00 a.m. ET, Dow e-minis were up 198 points, or 0.57%, S&P 500 e-minis were up 10.25 points, or 0.23%, and Nasdaq 100 e-minis were down 55.75 points, or 0.35%.\n\nStocks exposed to cryptocurrencies plunged in premarket trading on Monday as Bitcoin’s retreat from the record high it reached last month ballooned to nearly 30%.Marathon Digital,Riot Blockchain,Ebang international,Coinbase,BIT Mining,Canaan and SoS Ltd fell between 4% and 10%.\nAfter a mixed jobs report last week, focus will now be on the release of consumer price index and core inflation readings on Friday for clues on the trajectory of the Fed's policy decision at its December meeting.\nStocks making the biggest moves premarket: \nNvidia(NVDA) – The graphics chip maker’s stock slid 4.3% in the premarket, as it deals with continuing obstacles to its planned takeover of British chipmaker ARM. EU antitrust regulators have halted their investigation of the deal as they await more information, and last week the U.S. FTC sued to block the transaction.\nLucid Group(LCID) – The electric vehicle maker’s stock slumped 14.7% in premarket trading after it received a subpoena from the Securities and Exchange Commission. Lucid said the subpoena requested documents related to its SPAC merger deal with Churchill Capital Corp.\nTesla(TSLA) – Tesla stock dropped nearly 3% in premarket trading after the SEC launched an investigation into the informant's claim that Tesla solar panels were defective.In addition,Tesla recalled 21,599 Model Ys made in China, citing steering knuckle issues.\nAlibaba(BABA) – The China-based e-commerce giant saw its shares add 1% in premarket action after it announced a reorganization of its e-commerce teams and named a new chief financial officer.\nCF Acquisition Corp VI(CFVI) – YouTube competitor Rumble would go public via SPAC CF Acquisition VI.CF Acquisition Corp VI stock jumped 23% in premarket trading.\nDigital World Acquisition(DWAC) – Digital World Acquisition stock surged 10% in premarket trading.Trump's social media venture says it has raised $1 bln.\nKohl’s(KSS) – The retailer’s stock rallied 4.2% in the premarket following news that activist investor Engine Capital is urging Kohl’s to consider either a sale of the company or a separation of its e-commerce business. Engine Capital has a Kohl’s stake of approximately 1%.\nElectronic Arts(EA) – The video game maker gained 1.9% in premarket trading after Citi upgraded the stock to “buy” from “neutral.” Citi said the recent slide presents a buying opportunity despite concerns over factors like the weakness in EA’s “Battlefield 2042” title.\nGCP Applied Technologies(GCP) – The maker of specialty construction chemicals agreed to be acquired by French construction company Saint-Gobain for $32 per share in cash, or about $32 billion. GCP surged 14.4% in premarket trading.\nFactSet Research(FDS) – The provider of financial information will join the S&P 500 prior to the market opening on December 20, along with Signature Bank(SBNY) and SolarEdge Technologies(SEDG). They’ll replaceLeggett & Platt(LEG),Hanesbrands(HBI), and Western Union(WU), which will all move to the S&P MidCap 400.\nMicroStrategy(MSTR) – MicroStrategy tumbled 7.6% in the premarket following the weekend slide in the price of bitcoin. The business analytics software company has billions of dollars in bitcoin holdings on its balance sheet.\nSpirit Airlines(SAVE) – Spirit rose 1.4% in the premarket after Evercore upgraded the airline’s stock to “outperform” from “in-line,” saying the company winds up in a better place each time it goes through a recovery cycle.\nWells Fargo(WFC) – The bank was named a “top pick” at Morgan Stanley, which notes that faster interest rate hikes will benefit the banking sector and that the omicron Covid-19 variant will only push recovery out by a quarter or so. Wells Fargo shares added 1.4% in the premarket.\nBoston Beer(SAM) – The brewer’s stock added 1.2% in premarket action, following a Cowen upgrade to “market perform” from “underperform”. Cowen notes the slump in the stock price since August, but said it sees signs of stabilization and negative revisions to earnings are now priced into the stock.","news_type":1,"symbols_score_info":{"CFVI":0.9,"ESmain":0.9,"EA":0.9,"GCP":0.9,"BABA":0.9,"SAM":0.9,"FDS":0.9,"KSS":0.9,"NQmain":0.9,"YMmain":0.9,".DJI":0.9,"MSTR":0.9,".IXIC":0.9,"TSLA":0.9,"WFC":0.9,"DWAC":0.9,"LCID":0.9,"SAVE":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":3072,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608167693,"gmtCreate":1638668134727,"gmtModify":1638668134860,"author":{"id":"3577447162748311","authorId":"3577447162748311","name":"mseokt","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577447162748311","idStr":"3577447162748311"},"themes":[],"htmlText":"Maybe it's the holiday season. Stocks may he going south for vacation","listText":"Maybe it's the holiday season. Stocks may he going south for vacation","text":"Maybe it's the holiday season. Stocks may he going south for vacation","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/608167693","repostId":"1115344844","repostType":4,"repost":{"id":"1115344844","kind":"news","pubTimestamp":1638544099,"share":"https://www.laohu8.com/m/news/1115344844?lang=zh_CN&edition=full","pubTime":"2021-12-03 23:08","market":"us","language":"en","title":"3 High Growth Stocks To Buy In The Pullback<blockquote>回调中值得买入的3只高增长股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1115344844","media":"Seeking Alpha","summary":"Summary\n\nUpstart has fallen more than 50% from its highs. But its last earnings report wasn't that b","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul> <li>Upstart has fallen more than 50% from its highs. But its last earnings report wasn't that bad. The story is still intact and shares have derisked considerably.</li> <li>Zscaler continues to impress with recent results showing accelerated growth again. The shares went up immediately after the report but reversed down in the general wash out.</li> <li>Monday.com is a fairly new company and it also got hit by the market. Its high growth profile, rapidly improving profitability, and reasonable valuation makes it an interesting stock pick.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2aac50f1e4e4115b0d38a5ec6c15c267\" tg-width=\"1536\" tg-height=\"1139\" width=\"100%\" height=\"auto\"><span>Galeanu Mihai/iStock via Getty Images</span></p><p><blockquote><ul><li>Upstart已较高点下跌超过50%。但其上一份收益报告并没有那么糟糕。故事仍然完好无损，股价已大幅下降。</li><li>Zscaler继续给人留下深刻印象，最近的业绩再次显示加速增长。报告发布后，该股立即上涨，但在普遍下跌中逆转下跌。</li><li>Monday.com是一家相当新的公司，它也受到了市场的冲击。其高增长、快速提高的盈利能力和合理的估值使其成为一个有趣的股票选择。</li></ul><p class=\"t-img-caption\"><span>Galeanu Mihai/iStock来自Getty Images</span></p></blockquote></p><p> I started writing this article one week ago with the goal to review Upstart's recent quarterly results. Since in my last article, I argued that Upstart (UPST) might still be an attractive buying opportunity at $390 a share, I wanted to check on the company (currently trading around $180 –<i>yikes!</i>).</p><p><blockquote>我一周前开始写这篇文章，目的是回顾Upstart最近的季度业绩。由于在我的上一篇文章中，我认为Upstart(UPST)可能仍然是每股390美元的有吸引力的买入机会，因此我想检查一下该公司（目前交易价格约为180美元-<i>呀！</i>).</blockquote></p><p> However, the recent market sell-off, especially in high-growth names, made me reconsider the direction of the article. I think it is much more interesting right now to write about some high-growth names in my portfolio that I am considering adding during this little downturn.</p><p><blockquote>然而，最近的市场抛售，尤其是高增长股票的抛售，让我重新考虑了文章的方向。我认为现在写一些我的投资组合中的高增长股票更有趣，我正在考虑在这次小衰退期间添加这些股票。</blockquote></p><p> A little caveat upfront, though. I am really bad at short-term calls (as evidenced by my recent Upstart article). I have no idea what the Omicron variant will do to our economy, what the Fed's monetary policy will be in the future and how far this sell-off will go eventually. By the time this article is published, the sell-off might already have reversed. Or it might have gotten much worse. I simply don't know.</p><p><blockquote>不过，提前有一点警告。我真的不擅长短期评级（正如我最近的新贵文章所证明的那样）。我不知道奥密克戎变体会对我们的经济产生什么影响，美联储未来的货币政策会是什么，也不知道这次抛售最终会走多远。当本文发表时，抛售可能已经逆转。或者情况可能会变得更糟。我就是不知道。</blockquote></p><p> What I do know is that there are companies in the public markets with exceptional business fundamentals that <b>will do very well regardless of the macro environment</b>. These are businesses with high growth rates, high margins, and long runways of growth. They also have high valuation multiples which lead to increased risk and high volatility. Taking advantage of that volatility is a great way to increase your returns. Here are some stocks that I consider buying right now:</p><p><blockquote>我所知道的是，公开市场上有些公司拥有出色的业务基本面<b>无论宏观环境如何，都会做得很好</b>这些业务具有高增长率、高利润率和长期增长。它们的估值倍数也很高，这导致风险增加和波动性高。利用这种波动性是增加回报的好方法。以下是我现在考虑购买的一些股票：</blockquote></p><p> <b>Upstart</b></p><p><blockquote><b>暴发户</b></blockquote></p><p> Let's start with the one I originally wanted to write about: To summarize shortly, I think that if you liked Upstart at $390, you should like it much more at $180. The earnings release for Q3 2021 was not as bad as the market's reaction might suggest. Yes, expectations were lofty based on an exceptional Q2 report, and yes, these expectations were not entirely met in Q3. But that does not mean that the fundamental picture has deteriorated. What the wild price swings of the past prove, and I have written about in the past, is that this young company is difficult to value. Growth is high, but also hard to predict. And while the disruption of the FICO score through AI technology is enticing and seems inevitable, Upstart's role in that story is not set in stone.</p><p><blockquote>让我们从我最初想写的一个开始：简单总结一下，我认为如果你喜欢390美元的Upstart，你应该更喜欢180美元的Upstart。2021年第三季度的财报发布并不像市场反应所暗示的那么糟糕。是的，基于出色的第二季度报告，人们的期望很高，是的，这些期望在第三季度并没有完全实现。但这并不意味着基本面已经恶化。过去的剧烈价格波动证明，我过去也写过，这家年轻的公司很难估值。增长很高，但也很难预测。虽然人工智能技术对FICO分数的破坏很诱人，而且似乎不可避免，但Upstart在这个故事中的角色并不是一成不变的。</blockquote></p><p> Let's look at some numbers:</p><p><blockquote>我们来看一些数字：</blockquote></p><p> <img src=\"https://static.tigerbbs.com/7b085c5134a9e376f177da8f5fa2674e\" tg-width=\"640\" tg-height=\"309\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b826680751b139c569c90d0d3be483cf\" tg-width=\"640\" tg-height=\"163\" width=\"100%\" height=\"auto\"><span>Source: Author</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：作者</span></p></blockquote></p><p> As you can see, revenue growth is still explosive, and with a normal beat should accelerate again into Q4 on a sequential basis. And while most key performance indicators (loans transacted, conversion rate, percentage of automated loans) together with margins all decelerated or went down slightly, I don't think that this means the fundamentals have changed with this company. There were many details mentioned in the earnings call that I won't discuss in this article format. But the key takeaway for me was that management seemed very upbeat about the future of the company.</p><p><blockquote>正如您所看到的，收入增长仍然是爆炸性的，按照正常的节奏，第四季度应该会再次加速。虽然大多数关键绩效指标（交易贷款、转化率、自动贷款百分比）以及利润率都减速或略有下降，但我不认为这意味着这家公司的基本面发生了变化。收益看涨期权中提到了许多细节，我不会在本文中讨论。但对我来说，关键的收获是管理层似乎对公司的未来非常乐观。</blockquote></p><p> I think there are two key mistakes that investors should avoid here:</p><p><blockquote>我认为投资者在这里应该避免两个关键错误：</blockquote></p><p></p><p> <ol> <li>Let the disappointment of a \"not-so-blowout\" quarter and a devastating price action make you blind to this investment opportunity. This was still a very good quarter and now that the shares have fallen off a cliff the stock is much more attractive.</li> <li>Do not look at Upstart through the lens of SaaS businesses. As I wrote in May:<i>Upstart might be a high-promising cloud software company but it does not have a SaaS business model. There is</i> <i><b>no recurring revenue</b></i> <i>to fall back on in tough times, no sticky subscription customers, no backlog, no land and expand. Every quarter Upstart has to sell new loans, and revenue basically starts from zero.</i></li> </ol> Upstart's financials are lumpier and less reliable and as a result, the company deserves much more investor attention and a lower valuation multiple than high growth companies with recurring revenues. However, if growth stays very high, it could more than make up for that fact. Currently, the company is trading at a 17.76 forward EV/S, which I think is a relative bargain for a company with this growth and margin profile.</p><p><blockquote><ol><li>让“不那么井喷”的季度的失望和毁灭性的价格走势让你对这个投资机会视而不见。这仍然是一个非常好的季度，现在股价已经断崖式下跌，该股更具吸引力。</li><li>不要通过SaaS企业的视角来看待Upstart。正如我在五月份所写的：<i>Upstart可能是一家很有前途的云软件公司，但它没有SaaS商业模式。有</i> <i><b>无经常性收入</b></i> <i>在困难时期可以依靠，没有粘性订阅客户，没有积压，没有土地和扩张。每个季度Upstart都要出售新贷款，营收基本从零开始。</i></li></ol>Upstart的财务状况更加不稳定且不太可靠，因此，与具有经常性收入的高增长公司相比，该公司值得投资者更多关注，估值倍数也更低。然而，如果增长保持在很高的水平，它就足以弥补这一事实。目前，该公司的远期EV/S交易价格为17.76，我认为对于具有这种增长和利润率的公司来说，这是相对便宜的。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/15592919228dec8ee2403898d69ef228\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> <b>Zscaler</b></p><p><blockquote><b>Zscaler</b></blockquote></p><p> Sometimes the market gives you a gift that you should not refuse. This is what happened with Zscaler (ZS) yesterday. The stock initially was up in the postmarket after the company reported another blow-out quarter on Tuesday. But on Wednesday it all didn't matter anymore and thanks to the little correction, sector rotation, or whatever you want to call it, the stock actually went <b>down by more than 8%</b>. This is really a time when you want to buy: You just got confirmation that your company is doing incredibly well with growth accelerating and the stock sells off for macro concerns. The stock is definitely not cheap at a forward EV/S of 43.51 and, of course, this \"pull-back\" is laughable (<i>\"oh my god, the stock is back to where it was...one month ago\"</i>).</p><p><blockquote>有时候市场会给你一份你不应该拒绝的礼物。这就是Zscaler(ZS)昨天发生的情况。在该公司周二公布另一个井喷季度后，该股最初在盘后市场上涨。但到了周三，这一切都不再重要了，由于小幅调整、行业轮换或任何你想看涨期权的东西，该股实际上上涨了<b>跌幅超过8%</b>.这确实是你想买入的时候：你刚刚得到确认，你的公司表现非常好，增长加速，股票因宏观担忧而遭到抛售。该股的远期EV/S为43.51，绝对不便宜，当然，这种“回调”是可笑的（<i>“天哪，股票又回到了……一个月前”</i>).</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e79ff3fce3101896f17b65ced143c037\" tg-width=\"635\" tg-height=\"433\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> But I like to own companies that are doing exceptional things and I don't mind paying up for them, especially in a turbulent market.</p><p><blockquote>但我喜欢拥有那些做着非凡事情的公司，我不介意为它们买单，尤其是在动荡的市场中。</blockquote></p><p> How exceptional is Zscaler? Just look at those revenue growth numbers:</p><p><blockquote>Zscaler有多特别？看看这些收入增长数字就知道了：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3def4410c8c903a03041a2cd51b36979\" tg-width=\"640\" tg-height=\"386\" width=\"100%\" height=\"auto\"><span>Source: Author.</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：作者。</span></p></blockquote></p><p> I thought in May that growth acceleration might end soon, but it has continued to accelerate in Q1 2022. If the company beats its guidance in Q2 in a similar fashion to the past (usually more than 5%), it should accelerate year-on-year growth again in Q2 (or at least maintain the current 60%+ growth rate). On top of that, this quarter saw <b>RPO growing 98%, a dollar-based net retention rate of 125%, and FCF margins of 36%</b>. In other words, this business is firing on all cylinders. If you don't know what Zscaler does,read my article from December 2018 – the stock is up 710% since then, and I think it can go even higher.</p><p><blockquote>我在5月份认为增长加速可能很快就会结束，但在2022年第一季度继续加速。如果该公司在第二季度的表现与过去类似（通常超过5%），那么它应该会在第二季度再次加速同比增长（或至少保持目前60%以上的增长率）。最重要的是，本季度<b>RPO增长98%，以美元计算的净保留率为125%，FCF利润率为36%</b>换句话说，这项业务正在全速运转。如果您不知道Zscaler是做什么的，请阅读我2018年12月的文章——自那时以来，该股已上涨710%，我认为它还可以走得更高。</blockquote></p><p> <b>Monday.com</b></p><p><blockquote><b>周一网</b></blockquote></p><p> Monday.com (MNDY) is a company that is a relatively new stock in the public markets (it IPOed in June this year) and a completely new stock in my portfolio (I just bought my first position). In a nutshell, the reason why I bought Monday.com is their hyper-growth and rapidly improving profitability. Just look at these two slides from the most recent earnings call presentation:</p><p><blockquote>Monday.com(MNDY)是一家在公开市场上相对较新的股票（今年6月首次公开募股），也是我投资组合中的一只全新股票（我刚刚购买了我的第一个头寸）。简而言之，我购买Monday.com的原因是他们的高速增长和盈利能力的快速提高。看看看涨期权最新财报演示中的这两张幻灯片：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c5b07658237c02685eb3d049a537ba61\" tg-width=\"640\" tg-height=\"727\" width=\"100%\" height=\"auto\"><span>Source: Earnings call presentation Q3 2021.</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：看涨期权2021年第三季度收益演示。</span></p></blockquote></p><p> Revenue was <b>up 95%</b>(up from 94% in the last quarter). This is quite astounding growth which indicates that this company is winning in the market (but also consider that the company is at a small annual revenue run rate, which makes it a bit easier). The number of enterprise customerswith more than $50K ARRwas <b>up 231%</b>(at 613, up from 185 a year ago). Monday was also <b>cash flow positive</b> for the first time this quarter.</p><p><blockquote>收入为<b>上涨95%</b>（高于上季度的94%）。这是相当惊人的增长，表明该公司正在市场上获胜（但也考虑到该公司的年收入运行率很小，这使得它变得更容易）。ARRs超过5万美元的企业客户数量为<b>上涨231%</b>（为613，高于一年前的185）。星期一也是<b>现金流为正</b>本季度首次。</blockquote></p><p> On top of that, it is also cheap relative to other cloud stocks:</p><p><blockquote>最重要的是，相对于其他云股票，它也很便宜：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/80e6afbf54bdde4ad31dd3aaa06d0073\" tg-width=\"640\" tg-height=\"368\" width=\"100%\" height=\"auto\"><span>Source: Clouded Judgement 11.26.21.</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：模糊判断11.26.21。</span></p></blockquote></p><p></p><p> The company currently has a TTM EV/S of 57, and a 2022 EV/S of 38.7, based on analysts' expectation of 47% growth in 2022. That seems rich but not terribly so relative to other cloud names. The growth expectation of 47% in 2022, however, seems quite low if you consider the current growth of 95% year-on-year and 17% sequentially, plus the current momentum in larger customers. Actually, anything below 70% growth in FY 2022 would come as a surprise to me, and then we are looking at a maximum forward EV/S of 33.</p><p><blockquote>根据分析师对2022年增长47%的预期，该公司目前的TTM EV/S为57，2022年EV/S为38.7。这看起来很丰富，但相对于其他云的名称来说并不那么丰富。然而，如果考虑到目前95%的同比增长和17%的环比增长，再加上目前较大客户的势头，2022年47%的增长预期似乎相当低。事实上，2022财年任何低于70%的增长都会让我感到惊讶，然后我们预计最大远期EV/S为33。</blockquote></p><p> The big question going forward – in terms of if Monday.com will be a good long-term investment – is to which extent Monday.com can maintain its high growth rate beyond FY 2022. Here I do have some doubts still. The company is operating in a very dynamic and competitive field and I am not yet sure where Monday differentiates itself meaningfully from companies like Asana (ASAN) or Atlassian (TEAM). Still, the market for cloud-based work management solutions is big and there can be many winners in the space. For the moment I'm happy to follow the numbers (which look fantastic) and hope that the relatively cheap valuation will result in substantial alpha and is not an indication of a lower quality company.</p><p><blockquote>未来的大问题——就Monday.com是否会成为一项良好的长期投资而言——是Monday.com能够在2022财年之后在多大程度上保持其高增长率。在这里，我仍然有一些疑问。该公司在一个充满活力和竞争激烈的领域运营，我还不确定Monday与Asana(ASAN)或Atlassian(TEAM)等公司有何显著区别。尽管如此，基于云的工作管理解决方案的市场很大，这个领域可能会有许多赢家。目前，我很高兴关注这些数字（看起来很棒），并希望相对便宜的估值将带来可观的阿尔法，而不是表明公司质量较低。</blockquote></p><p> <b>Closing Thoughts And Honorary Mentions</b></p><p><blockquote><b>结束语和荣誉奖</b></blockquote></p><p> On days like these, there are many companies worth considering. For example, I haven't mentioned Datadog (DDOG) which reported another fantastic quarter at the beginning of November. Like Zscaler, this is also a company with accelerating growth that you can buy at a lower price than it was before it reported its blowout results.</p><p><blockquote>在这样的日子里，有很多公司值得考虑。例如，我没有提到Datadog(DDOG)，它在11月初报告了另一个出色的季度业绩。与Zscaler一样，这也是一家正在加速增长的公司，您可以以比报告井喷业绩之前更低的价格购买。</blockquote></p><p> Remember that the stocks mentioned, even though they may look attractive from a relative perspective, are still very expensive in absolute terms and from a historical perspective. However, sustainable growth is a beautiful form of downside protection for investors and the best antidote to \"overvaluation\" that I know. If I learned one thing in the last four years investing in high-growth SaaS/cloud stocks, it is to stay invested in the companies that sustain (or preferably accelerate) their top-line growth and get out of the stocks that see slowdowns. That sounds terribly simplistic and of course, many other factors play a role in a stock's long-term gains, but revenue growth and its endurance have been the predominant factors in the past.</p><p><blockquote>请记住，所提到的股票，尽管从相对角度来看它们可能看起来很有吸引力，但从绝对值和历史角度来看仍然非常昂贵。然而，可持续增长对投资者来说是一种美丽的下行保护形式，也是我所知道的“高估”的最佳解毒剂。如果说我在过去四年投资高增长SaaS/云股票中学到了一件事，那就是继续投资于那些维持（或者最好是加速）营收增长的公司，并退出那些放缓的股票。这听起来非常简单，当然，许多其他因素在股票的长期收益中发挥着作用，但收入增长及其耐力在过去一直是主要因素。</blockquote></p><p> This pull-back is far from the worst I have seen in recent years. But it is still painful – and when it starts to hurt, it is usually a good time to buy some quality companies.</p><p><blockquote>这次回调远不是我近年来见过的最糟糕的。但它仍然是痛苦的——当它开始痛苦时，通常是购买一些优质公司的好时机。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 High Growth Stocks To Buy In The Pullback<blockquote>回调中值得买入的3只高增长股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 High Growth Stocks To Buy In The Pullback<blockquote>回调中值得买入的3只高增长股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-12-03 23:08</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul> <li>Upstart has fallen more than 50% from its highs. But its last earnings report wasn't that bad. The story is still intact and shares have derisked considerably.</li> <li>Zscaler continues to impress with recent results showing accelerated growth again. The shares went up immediately after the report but reversed down in the general wash out.</li> <li>Monday.com is a fairly new company and it also got hit by the market. Its high growth profile, rapidly improving profitability, and reasonable valuation makes it an interesting stock pick.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2aac50f1e4e4115b0d38a5ec6c15c267\" tg-width=\"1536\" tg-height=\"1139\" width=\"100%\" height=\"auto\"><span>Galeanu Mihai/iStock via Getty Images</span></p><p><blockquote><ul><li>Upstart已较高点下跌超过50%。但其上一份收益报告并没有那么糟糕。故事仍然完好无损，股价已大幅下降。</li><li>Zscaler继续给人留下深刻印象，最近的业绩再次显示加速增长。报告发布后，该股立即上涨，但在普遍下跌中逆转下跌。</li><li>Monday.com是一家相当新的公司，它也受到了市场的冲击。其高增长、快速提高的盈利能力和合理的估值使其成为一个有趣的股票选择。</li></ul><p class=\"t-img-caption\"><span>Galeanu Mihai/iStock来自Getty Images</span></p></blockquote></p><p> I started writing this article one week ago with the goal to review Upstart's recent quarterly results. Since in my last article, I argued that Upstart (UPST) might still be an attractive buying opportunity at $390 a share, I wanted to check on the company (currently trading around $180 –<i>yikes!</i>).</p><p><blockquote>我一周前开始写这篇文章，目的是回顾Upstart最近的季度业绩。由于在我的上一篇文章中，我认为Upstart(UPST)可能仍然是每股390美元的有吸引力的买入机会，因此我想检查一下该公司（目前交易价格约为180美元-<i>呀！</i>).</blockquote></p><p> However, the recent market sell-off, especially in high-growth names, made me reconsider the direction of the article. I think it is much more interesting right now to write about some high-growth names in my portfolio that I am considering adding during this little downturn.</p><p><blockquote>然而，最近的市场抛售，尤其是高增长股票的抛售，让我重新考虑了文章的方向。我认为现在写一些我的投资组合中的高增长股票更有趣，我正在考虑在这次小衰退期间添加这些股票。</blockquote></p><p> A little caveat upfront, though. I am really bad at short-term calls (as evidenced by my recent Upstart article). I have no idea what the Omicron variant will do to our economy, what the Fed's monetary policy will be in the future and how far this sell-off will go eventually. By the time this article is published, the sell-off might already have reversed. Or it might have gotten much worse. I simply don't know.</p><p><blockquote>不过，提前有一点警告。我真的不擅长短期评级（正如我最近的新贵文章所证明的那样）。我不知道奥密克戎变体会对我们的经济产生什么影响，美联储未来的货币政策会是什么，也不知道这次抛售最终会走多远。当本文发表时，抛售可能已经逆转。或者情况可能会变得更糟。我就是不知道。</blockquote></p><p> What I do know is that there are companies in the public markets with exceptional business fundamentals that <b>will do very well regardless of the macro environment</b>. These are businesses with high growth rates, high margins, and long runways of growth. They also have high valuation multiples which lead to increased risk and high volatility. Taking advantage of that volatility is a great way to increase your returns. Here are some stocks that I consider buying right now:</p><p><blockquote>我所知道的是，公开市场上有些公司拥有出色的业务基本面<b>无论宏观环境如何，都会做得很好</b>这些业务具有高增长率、高利润率和长期增长。它们的估值倍数也很高，这导致风险增加和波动性高。利用这种波动性是增加回报的好方法。以下是我现在考虑购买的一些股票：</blockquote></p><p> <b>Upstart</b></p><p><blockquote><b>暴发户</b></blockquote></p><p> Let's start with the one I originally wanted to write about: To summarize shortly, I think that if you liked Upstart at $390, you should like it much more at $180. The earnings release for Q3 2021 was not as bad as the market's reaction might suggest. Yes, expectations were lofty based on an exceptional Q2 report, and yes, these expectations were not entirely met in Q3. But that does not mean that the fundamental picture has deteriorated. What the wild price swings of the past prove, and I have written about in the past, is that this young company is difficult to value. Growth is high, but also hard to predict. And while the disruption of the FICO score through AI technology is enticing and seems inevitable, Upstart's role in that story is not set in stone.</p><p><blockquote>让我们从我最初想写的一个开始：简单总结一下，我认为如果你喜欢390美元的Upstart，你应该更喜欢180美元的Upstart。2021年第三季度的财报发布并不像市场反应所暗示的那么糟糕。是的，基于出色的第二季度报告，人们的期望很高，是的，这些期望在第三季度并没有完全实现。但这并不意味着基本面已经恶化。过去的剧烈价格波动证明，我过去也写过，这家年轻的公司很难估值。增长很高，但也很难预测。虽然人工智能技术对FICO分数的破坏很诱人，而且似乎不可避免，但Upstart在这个故事中的角色并不是一成不变的。</blockquote></p><p> Let's look at some numbers:</p><p><blockquote>我们来看一些数字：</blockquote></p><p> <img src=\"https://static.tigerbbs.com/7b085c5134a9e376f177da8f5fa2674e\" tg-width=\"640\" tg-height=\"309\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b826680751b139c569c90d0d3be483cf\" tg-width=\"640\" tg-height=\"163\" width=\"100%\" height=\"auto\"><span>Source: Author</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：作者</span></p></blockquote></p><p> As you can see, revenue growth is still explosive, and with a normal beat should accelerate again into Q4 on a sequential basis. And while most key performance indicators (loans transacted, conversion rate, percentage of automated loans) together with margins all decelerated or went down slightly, I don't think that this means the fundamentals have changed with this company. There were many details mentioned in the earnings call that I won't discuss in this article format. But the key takeaway for me was that management seemed very upbeat about the future of the company.</p><p><blockquote>正如您所看到的，收入增长仍然是爆炸性的，按照正常的节奏，第四季度应该会再次加速。虽然大多数关键绩效指标（交易贷款、转化率、自动贷款百分比）以及利润率都减速或略有下降，但我不认为这意味着这家公司的基本面发生了变化。收益看涨期权中提到了许多细节，我不会在本文中讨论。但对我来说，关键的收获是管理层似乎对公司的未来非常乐观。</blockquote></p><p> I think there are two key mistakes that investors should avoid here:</p><p><blockquote>我认为投资者在这里应该避免两个关键错误：</blockquote></p><p></p><p> <ol> <li>Let the disappointment of a \"not-so-blowout\" quarter and a devastating price action make you blind to this investment opportunity. This was still a very good quarter and now that the shares have fallen off a cliff the stock is much more attractive.</li> <li>Do not look at Upstart through the lens of SaaS businesses. As I wrote in May:<i>Upstart might be a high-promising cloud software company but it does not have a SaaS business model. There is</i> <i><b>no recurring revenue</b></i> <i>to fall back on in tough times, no sticky subscription customers, no backlog, no land and expand. Every quarter Upstart has to sell new loans, and revenue basically starts from zero.</i></li> </ol> Upstart's financials are lumpier and less reliable and as a result, the company deserves much more investor attention and a lower valuation multiple than high growth companies with recurring revenues. However, if growth stays very high, it could more than make up for that fact. Currently, the company is trading at a 17.76 forward EV/S, which I think is a relative bargain for a company with this growth and margin profile.</p><p><blockquote><ol><li>让“不那么井喷”的季度的失望和毁灭性的价格走势让你对这个投资机会视而不见。这仍然是一个非常好的季度，现在股价已经断崖式下跌，该股更具吸引力。</li><li>不要通过SaaS企业的视角来看待Upstart。正如我在五月份所写的：<i>Upstart可能是一家很有前途的云软件公司，但它没有SaaS商业模式。有</i> <i><b>无经常性收入</b></i> <i>在困难时期可以依靠，没有粘性订阅客户，没有积压，没有土地和扩张。每个季度Upstart都要出售新贷款，营收基本从零开始。</i></li></ol>Upstart的财务状况更加不稳定且不太可靠，因此，与具有经常性收入的高增长公司相比，该公司值得投资者更多关注，估值倍数也更低。然而，如果增长保持在很高的水平，它就足以弥补这一事实。目前，该公司的远期EV/S交易价格为17.76，我认为对于具有这种增长和利润率的公司来说，这是相对便宜的。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/15592919228dec8ee2403898d69ef228\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> <b>Zscaler</b></p><p><blockquote><b>Zscaler</b></blockquote></p><p> Sometimes the market gives you a gift that you should not refuse. This is what happened with Zscaler (ZS) yesterday. The stock initially was up in the postmarket after the company reported another blow-out quarter on Tuesday. But on Wednesday it all didn't matter anymore and thanks to the little correction, sector rotation, or whatever you want to call it, the stock actually went <b>down by more than 8%</b>. This is really a time when you want to buy: You just got confirmation that your company is doing incredibly well with growth accelerating and the stock sells off for macro concerns. The stock is definitely not cheap at a forward EV/S of 43.51 and, of course, this \"pull-back\" is laughable (<i>\"oh my god, the stock is back to where it was...one month ago\"</i>).</p><p><blockquote>有时候市场会给你一份你不应该拒绝的礼物。这就是Zscaler(ZS)昨天发生的情况。在该公司周二公布另一个井喷季度后，该股最初在盘后市场上涨。但到了周三，这一切都不再重要了，由于小幅调整、行业轮换或任何你想看涨期权的东西，该股实际上上涨了<b>跌幅超过8%</b>.这确实是你想买入的时候：你刚刚得到确认，你的公司表现非常好，增长加速，股票因宏观担忧而遭到抛售。该股的远期EV/S为43.51，绝对不便宜，当然，这种“回调”是可笑的（<i>“天哪，股票又回到了……一个月前”</i>).</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e79ff3fce3101896f17b65ced143c037\" tg-width=\"635\" tg-height=\"433\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> But I like to own companies that are doing exceptional things and I don't mind paying up for them, especially in a turbulent market.</p><p><blockquote>但我喜欢拥有那些做着非凡事情的公司，我不介意为它们买单，尤其是在动荡的市场中。</blockquote></p><p> How exceptional is Zscaler? Just look at those revenue growth numbers:</p><p><blockquote>Zscaler有多特别？看看这些收入增长数字就知道了：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3def4410c8c903a03041a2cd51b36979\" tg-width=\"640\" tg-height=\"386\" width=\"100%\" height=\"auto\"><span>Source: Author.</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：作者。</span></p></blockquote></p><p> I thought in May that growth acceleration might end soon, but it has continued to accelerate in Q1 2022. If the company beats its guidance in Q2 in a similar fashion to the past (usually more than 5%), it should accelerate year-on-year growth again in Q2 (or at least maintain the current 60%+ growth rate). On top of that, this quarter saw <b>RPO growing 98%, a dollar-based net retention rate of 125%, and FCF margins of 36%</b>. In other words, this business is firing on all cylinders. If you don't know what Zscaler does,read my article from December 2018 – the stock is up 710% since then, and I think it can go even higher.</p><p><blockquote>我在5月份认为增长加速可能很快就会结束，但在2022年第一季度继续加速。如果该公司在第二季度的表现与过去类似（通常超过5%），那么它应该会在第二季度再次加速同比增长（或至少保持目前60%以上的增长率）。最重要的是，本季度<b>RPO增长98%，以美元计算的净保留率为125%，FCF利润率为36%</b>换句话说，这项业务正在全速运转。如果您不知道Zscaler是做什么的，请阅读我2018年12月的文章——自那时以来，该股已上涨710%，我认为它还可以走得更高。</blockquote></p><p> <b>Monday.com</b></p><p><blockquote><b>周一网</b></blockquote></p><p> Monday.com (MNDY) is a company that is a relatively new stock in the public markets (it IPOed in June this year) and a completely new stock in my portfolio (I just bought my first position). In a nutshell, the reason why I bought Monday.com is their hyper-growth and rapidly improving profitability. Just look at these two slides from the most recent earnings call presentation:</p><p><blockquote>Monday.com(MNDY)是一家在公开市场上相对较新的股票（今年6月首次公开募股），也是我投资组合中的一只全新股票（我刚刚购买了我的第一个头寸）。简而言之，我购买Monday.com的原因是他们的高速增长和盈利能力的快速提高。看看看涨期权最新财报演示中的这两张幻灯片：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c5b07658237c02685eb3d049a537ba61\" tg-width=\"640\" tg-height=\"727\" width=\"100%\" height=\"auto\"><span>Source: Earnings call presentation Q3 2021.</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：看涨期权2021年第三季度收益演示。</span></p></blockquote></p><p> Revenue was <b>up 95%</b>(up from 94% in the last quarter). This is quite astounding growth which indicates that this company is winning in the market (but also consider that the company is at a small annual revenue run rate, which makes it a bit easier). The number of enterprise customerswith more than $50K ARRwas <b>up 231%</b>(at 613, up from 185 a year ago). Monday was also <b>cash flow positive</b> for the first time this quarter.</p><p><blockquote>收入为<b>上涨95%</b>（高于上季度的94%）。这是相当惊人的增长，表明该公司正在市场上获胜（但也考虑到该公司的年收入运行率很小，这使得它变得更容易）。ARRs超过5万美元的企业客户数量为<b>上涨231%</b>（为613，高于一年前的185）。星期一也是<b>现金流为正</b>本季度首次。</blockquote></p><p> On top of that, it is also cheap relative to other cloud stocks:</p><p><blockquote>最重要的是，相对于其他云股票，它也很便宜：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/80e6afbf54bdde4ad31dd3aaa06d0073\" tg-width=\"640\" tg-height=\"368\" width=\"100%\" height=\"auto\"><span>Source: Clouded Judgement 11.26.21.</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：模糊判断11.26.21。</span></p></blockquote></p><p></p><p> The company currently has a TTM EV/S of 57, and a 2022 EV/S of 38.7, based on analysts' expectation of 47% growth in 2022. That seems rich but not terribly so relative to other cloud names. The growth expectation of 47% in 2022, however, seems quite low if you consider the current growth of 95% year-on-year and 17% sequentially, plus the current momentum in larger customers. Actually, anything below 70% growth in FY 2022 would come as a surprise to me, and then we are looking at a maximum forward EV/S of 33.</p><p><blockquote>根据分析师对2022年增长47%的预期，该公司目前的TTM EV/S为57，2022年EV/S为38.7。这看起来很丰富，但相对于其他云的名称来说并不那么丰富。然而，如果考虑到目前95%的同比增长和17%的环比增长，再加上目前较大客户的势头，2022年47%的增长预期似乎相当低。事实上，2022财年任何低于70%的增长都会让我感到惊讶，然后我们预计最大远期EV/S为33。</blockquote></p><p> The big question going forward – in terms of if Monday.com will be a good long-term investment – is to which extent Monday.com can maintain its high growth rate beyond FY 2022. Here I do have some doubts still. The company is operating in a very dynamic and competitive field and I am not yet sure where Monday differentiates itself meaningfully from companies like Asana (ASAN) or Atlassian (TEAM). Still, the market for cloud-based work management solutions is big and there can be many winners in the space. For the moment I'm happy to follow the numbers (which look fantastic) and hope that the relatively cheap valuation will result in substantial alpha and is not an indication of a lower quality company.</p><p><blockquote>未来的大问题——就Monday.com是否会成为一项良好的长期投资而言——是Monday.com能够在2022财年之后在多大程度上保持其高增长率。在这里，我仍然有一些疑问。该公司在一个充满活力和竞争激烈的领域运营，我还不确定Monday与Asana(ASAN)或Atlassian(TEAM)等公司有何显著区别。尽管如此，基于云的工作管理解决方案的市场很大，这个领域可能会有许多赢家。目前，我很高兴关注这些数字（看起来很棒），并希望相对便宜的估值将带来可观的阿尔法，而不是表明公司质量较低。</blockquote></p><p> <b>Closing Thoughts And Honorary Mentions</b></p><p><blockquote><b>结束语和荣誉奖</b></blockquote></p><p> On days like these, there are many companies worth considering. For example, I haven't mentioned Datadog (DDOG) which reported another fantastic quarter at the beginning of November. Like Zscaler, this is also a company with accelerating growth that you can buy at a lower price than it was before it reported its blowout results.</p><p><blockquote>在这样的日子里，有很多公司值得考虑。例如，我没有提到Datadog(DDOG)，它在11月初报告了另一个出色的季度业绩。与Zscaler一样，这也是一家正在加速增长的公司，您可以以比报告井喷业绩之前更低的价格购买。</blockquote></p><p> Remember that the stocks mentioned, even though they may look attractive from a relative perspective, are still very expensive in absolute terms and from a historical perspective. However, sustainable growth is a beautiful form of downside protection for investors and the best antidote to \"overvaluation\" that I know. If I learned one thing in the last four years investing in high-growth SaaS/cloud stocks, it is to stay invested in the companies that sustain (or preferably accelerate) their top-line growth and get out of the stocks that see slowdowns. That sounds terribly simplistic and of course, many other factors play a role in a stock's long-term gains, but revenue growth and its endurance have been the predominant factors in the past.</p><p><blockquote>请记住，所提到的股票，尽管从相对角度来看它们可能看起来很有吸引力，但从绝对值和历史角度来看仍然非常昂贵。然而，可持续增长对投资者来说是一种美丽的下行保护形式，也是我所知道的“高估”的最佳解毒剂。如果说我在过去四年投资高增长SaaS/云股票中学到了一件事，那就是继续投资于那些维持（或者最好是加速）营收增长的公司，并退出那些放缓的股票。这听起来非常简单，当然，许多其他因素在股票的长期收益中发挥着作用，但收入增长及其耐力在过去一直是主要因素。</blockquote></p><p> This pull-back is far from the worst I have seen in recent years. But it is still painful – and when it starts to hurt, it is usually a good time to buy some quality companies.</p><p><blockquote>这次回调远不是我近年来见过的最糟糕的。但它仍然是痛苦的——当它开始痛苦时，通常是购买一些优质公司的好时机。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4473014-3-high-growth-stocks-to-buy-in-the-pullback\">Seeking Alpha</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":{"UPST":"Upstart Holdings, Inc.","ZS":"Zscaler Inc.","MNDY":"Monday.com Ltd."},"source_url":"https://seekingalpha.com/article/4473014-3-high-growth-stocks-to-buy-in-the-pullback","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115344844","content_text":"Summary\n\nUpstart has fallen more than 50% from its highs. But its last earnings report wasn't that bad. The story is still intact and shares have derisked considerably.\nZscaler continues to impress with recent results showing accelerated growth again. The shares went up immediately after the report but reversed down in the general wash out.\nMonday.com is a fairly new company and it also got hit by the market. Its high growth profile, rapidly improving profitability, and reasonable valuation makes it an interesting stock pick.\n\nGaleanu Mihai/iStock via Getty Images\nI started writing this article one week ago with the goal to review Upstart's recent quarterly results. Since in my last article, I argued that Upstart (UPST) might still be an attractive buying opportunity at $390 a share, I wanted to check on the company (currently trading around $180 –yikes!).\nHowever, the recent market sell-off, especially in high-growth names, made me reconsider the direction of the article. I think it is much more interesting right now to write about some high-growth names in my portfolio that I am considering adding during this little downturn.\nA little caveat upfront, though. I am really bad at short-term calls (as evidenced by my recent Upstart article). I have no idea what the Omicron variant will do to our economy, what the Fed's monetary policy will be in the future and how far this sell-off will go eventually. By the time this article is published, the sell-off might already have reversed. Or it might have gotten much worse. I simply don't know.\nWhat I do know is that there are companies in the public markets with exceptional business fundamentals that will do very well regardless of the macro environment. These are businesses with high growth rates, high margins, and long runways of growth. They also have high valuation multiples which lead to increased risk and high volatility. Taking advantage of that volatility is a great way to increase your returns. Here are some stocks that I consider buying right now:\nUpstart\nLet's start with the one I originally wanted to write about: To summarize shortly, I think that if you liked Upstart at $390, you should like it much more at $180. The earnings release for Q3 2021 was not as bad as the market's reaction might suggest. Yes, expectations were lofty based on an exceptional Q2 report, and yes, these expectations were not entirely met in Q3. But that does not mean that the fundamental picture has deteriorated. What the wild price swings of the past prove, and I have written about in the past, is that this young company is difficult to value. Growth is high, but also hard to predict. And while the disruption of the FICO score through AI technology is enticing and seems inevitable, Upstart's role in that story is not set in stone.\nLet's look at some numbers:\n\nSource: Author\nAs you can see, revenue growth is still explosive, and with a normal beat should accelerate again into Q4 on a sequential basis. And while most key performance indicators (loans transacted, conversion rate, percentage of automated loans) together with margins all decelerated or went down slightly, I don't think that this means the fundamentals have changed with this company. There were many details mentioned in the earnings call that I won't discuss in this article format. But the key takeaway for me was that management seemed very upbeat about the future of the company.\nI think there are two key mistakes that investors should avoid here:\n\nLet the disappointment of a \"not-so-blowout\" quarter and a devastating price action make you blind to this investment opportunity. This was still a very good quarter and now that the shares have fallen off a cliff the stock is much more attractive.\nDo not look at Upstart through the lens of SaaS businesses. As I wrote in May:Upstart might be a high-promising cloud software company but it does not have a SaaS business model. There is no recurring revenue to fall back on in tough times, no sticky subscription customers, no backlog, no land and expand. Every quarter Upstart has to sell new loans, and revenue basically starts from zero.\n\nUpstart's financials are lumpier and less reliable and as a result, the company deserves much more investor attention and a lower valuation multiple than high growth companies with recurring revenues. However, if growth stays very high, it could more than make up for that fact. Currently, the company is trading at a 17.76 forward EV/S, which I think is a relative bargain for a company with this growth and margin profile.\nData by YCharts\nZscaler\nSometimes the market gives you a gift that you should not refuse. This is what happened with Zscaler (ZS) yesterday. The stock initially was up in the postmarket after the company reported another blow-out quarter on Tuesday. But on Wednesday it all didn't matter anymore and thanks to the little correction, sector rotation, or whatever you want to call it, the stock actually went down by more than 8%. This is really a time when you want to buy: You just got confirmation that your company is doing incredibly well with growth accelerating and the stock sells off for macro concerns. The stock is definitely not cheap at a forward EV/S of 43.51 and, of course, this \"pull-back\" is laughable (\"oh my god, the stock is back to where it was...one month ago\").\nData by YCharts\nBut I like to own companies that are doing exceptional things and I don't mind paying up for them, especially in a turbulent market.\nHow exceptional is Zscaler? Just look at those revenue growth numbers:\nSource: Author.\nI thought in May that growth acceleration might end soon, but it has continued to accelerate in Q1 2022. If the company beats its guidance in Q2 in a similar fashion to the past (usually more than 5%), it should accelerate year-on-year growth again in Q2 (or at least maintain the current 60%+ growth rate). On top of that, this quarter saw RPO growing 98%, a dollar-based net retention rate of 125%, and FCF margins of 36%. In other words, this business is firing on all cylinders. If you don't know what Zscaler does,read my article from December 2018 – the stock is up 710% since then, and I think it can go even higher.\nMonday.com\nMonday.com (MNDY) is a company that is a relatively new stock in the public markets (it IPOed in June this year) and a completely new stock in my portfolio (I just bought my first position). In a nutshell, the reason why I bought Monday.com is their hyper-growth and rapidly improving profitability. Just look at these two slides from the most recent earnings call presentation:\nSource: Earnings call presentation Q3 2021.\nRevenue was up 95%(up from 94% in the last quarter). This is quite astounding growth which indicates that this company is winning in the market (but also consider that the company is at a small annual revenue run rate, which makes it a bit easier). The number of enterprise customerswith more than $50K ARRwas up 231%(at 613, up from 185 a year ago). Monday was also cash flow positive for the first time this quarter.\nOn top of that, it is also cheap relative to other cloud stocks:\nSource: Clouded Judgement 11.26.21.\nThe company currently has a TTM EV/S of 57, and a 2022 EV/S of 38.7, based on analysts' expectation of 47% growth in 2022. That seems rich but not terribly so relative to other cloud names. The growth expectation of 47% in 2022, however, seems quite low if you consider the current growth of 95% year-on-year and 17% sequentially, plus the current momentum in larger customers. Actually, anything below 70% growth in FY 2022 would come as a surprise to me, and then we are looking at a maximum forward EV/S of 33.\nThe big question going forward – in terms of if Monday.com will be a good long-term investment – is to which extent Monday.com can maintain its high growth rate beyond FY 2022. Here I do have some doubts still. The company is operating in a very dynamic and competitive field and I am not yet sure where Monday differentiates itself meaningfully from companies like Asana (ASAN) or Atlassian (TEAM). Still, the market for cloud-based work management solutions is big and there can be many winners in the space. For the moment I'm happy to follow the numbers (which look fantastic) and hope that the relatively cheap valuation will result in substantial alpha and is not an indication of a lower quality company.\nClosing Thoughts And Honorary Mentions\nOn days like these, there are many companies worth considering. For example, I haven't mentioned Datadog (DDOG) which reported another fantastic quarter at the beginning of November. Like Zscaler, this is also a company with accelerating growth that you can buy at a lower price than it was before it reported its blowout results.\nRemember that the stocks mentioned, even though they may look attractive from a relative perspective, are still very expensive in absolute terms and from a historical perspective. However, sustainable growth is a beautiful form of downside protection for investors and the best antidote to \"overvaluation\" that I know. If I learned one thing in the last four years investing in high-growth SaaS/cloud stocks, it is to stay invested in the companies that sustain (or preferably accelerate) their top-line growth and get out of the stocks that see slowdowns. That sounds terribly simplistic and of course, many other factors play a role in a stock's long-term gains, but revenue growth and its endurance have been the predominant factors in the past.\nThis pull-back is far from the worst I have seen in recent years. But it is still painful – and when it starts to hurt, it is usually a good time to buy some quality companies.","news_type":1,"symbols_score_info":{"ZS":0.9,"MNDY":0.9,"UPST":0.9}},"isVote":1,"tweetType":1,"viewCount":2852,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608164742,"gmtCreate":1638668011612,"gmtModify":1638668011716,"author":{"id":"3577447162748311","authorId":"3577447162748311","name":"mseokt","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577447162748311","idStr":"3577447162748311"},"themes":[],"htmlText":"Marvell- superhero company? Like Nvidia, need to monitor ","listText":"Marvell- superhero company? Like Nvidia, need to monitor ","text":"Marvell- superhero company? Like Nvidia, need to monitor","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/608164742","repostId":"2188787815","repostType":4,"isVote":1,"tweetType":1,"viewCount":4022,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":879250947,"gmtCreate":1636729609420,"gmtModify":1636732552491,"author":{"id":"3577447162748311","authorId":"3577447162748311","name":"mseokt","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577447162748311","idStr":"3577447162748311"},"themes":[],"htmlText":"Easy treatment for Covid-19 👍","listText":"Easy treatment for Covid-19 👍","text":"Easy treatment for Covid-19 👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/879250947","repostId":"1148576456","repostType":2,"repost":{"id":"1148576456","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1636728443,"share":"https://www.laohu8.com/m/news/1148576456?lang=zh_CN&edition=full","pubTime":"2021-11-12 22:47","market":"us","language":"en","title":"Altamira Therapeutics soared nearly 100% in morning trading<blockquote>Altamira Therapeutics早盘飙升近100%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1148576456","media":"Tiger Newspress","summary":"Altamira Therapeutics soared nearly 100% in morning trading.Altamira Therapeutics Ltd., a company de","content":"<p>Altamira Therapeutics soared nearly 100% in morning trading.<img src=\"https://static.tigerbbs.com/f18f319e1b206770d5639548e9a07877\" tg-width=\"881\" tg-height=\"628\" referrerpolicy=\"no-referrer\">Altamira Therapeutics Ltd., a company dedicated to addressing unmet medical needs through RNA therapeutics, allergy and viral infection protection, and inner ear therapeutics, announced today positive efficacy data from testing its Bentrio™ nasal spray in vitro against the Delta variant of the SARS-CoV-2 virus.</p><p><blockquote>Altamira Therapeutics早盘飙升近100%。Altamira Therapeutics Ltd.是一家致力于通过RNA治疗、过敏和病毒感染保护以及内耳治疗来解决未满足医疗需求的公司，今天宣布了测试其Bentrio的积极疗效数据™鼻喷雾剂体外抗新型冠状病毒病毒德尔塔变异毒株。</blockquote></p><p> Bentrio™ is a drug-free nasal spray for protection against airborne viruses and allergens, which has previously shown positive outcomes in a test against the Alpha variant of the virus.</p><p><blockquote>本特里奥™是一种不含药物的鼻喷雾剂，用于预防空气传播的病毒和过敏原，此前在针对该病毒α变种的测试中显示出积极的结果。</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>Altamira Therapeutics soared nearly 100% in morning trading<blockquote>Altamira Therapeutics早盘飙升近100%</blockquote></title>\n<style 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#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\">\nAltamira Therapeutics soared nearly 100% in morning trading<blockquote>Altamira Therapeutics早盘飙升近100%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-11-12 22:47</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Altamira Therapeutics soared nearly 100% in morning trading.<img src=\"https://static.tigerbbs.com/f18f319e1b206770d5639548e9a07877\" tg-width=\"881\" tg-height=\"628\" referrerpolicy=\"no-referrer\">Altamira Therapeutics Ltd., a company dedicated to addressing unmet medical needs through RNA therapeutics, allergy and viral infection protection, and inner ear therapeutics, announced today positive efficacy data from testing its Bentrio™ nasal spray in vitro against the Delta variant of the SARS-CoV-2 virus.</p><p><blockquote>Altamira Therapeutics早盘飙升近100%。Altamira Therapeutics Ltd.是一家致力于通过RNA治疗、过敏和病毒感染保护以及内耳治疗来解决未满足医疗需求的公司，今天宣布了测试其Bentrio的积极疗效数据™鼻喷雾剂体外抗新型冠状病毒病毒德尔塔变异毒株。</blockquote></p><p> Bentrio™ is a drug-free nasal spray for protection against airborne viruses and allergens, which has previously shown positive outcomes in a test against the Alpha variant of the virus.</p><p><blockquote>本特里奥™是一种不含药物的鼻喷雾剂，用于预防空气传播的病毒和过敏原，此前在针对该病毒α变种的测试中显示出积极的结果。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CYTO":"Altamira Therapeutics Ltd."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148576456","content_text":"Altamira Therapeutics soared nearly 100% in morning trading.Altamira Therapeutics Ltd., a company dedicated to addressing unmet medical needs through RNA therapeutics, allergy and viral infection protection, and inner ear therapeutics, announced today positive efficacy data from testing its Bentrio™ nasal spray in vitro against the Delta variant of the SARS-CoV-2 virus.\nBentrio™ is a drug-free nasal spray for protection against airborne viruses and allergens, which has previously shown positive outcomes in a test against the Alpha variant of the virus.","news_type":1,"symbols_score_info":{"CYTO":0.9}},"isVote":1,"tweetType":1,"viewCount":2211,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":879203385,"gmtCreate":1636725208738,"gmtModify":1636725274754,"author":{"id":"3577447162748311","authorId":"3577447162748311","name":"mseokt","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577447162748311","idStr":"3577447162748311"},"themes":[],"htmlText":"Hmmm looks like can consider Exelixis ","listText":"Hmmm looks like can consider Exelixis ","text":"Hmmm looks like can consider Exelixis","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/879203385","repostId":"2182094779","repostType":4,"isVote":1,"tweetType":1,"viewCount":2936,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":845641636,"gmtCreate":1636336761554,"gmtModify":1636337088742,"author":{"id":"3577447162748311","authorId":"3577447162748311","name":"mseokt","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577447162748311","idStr":"3577447162748311"},"themes":[],"htmlText":"Doesn't seem positive sign","listText":"Doesn't seem positive sign","text":"Doesn't seem positive sign","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/845641636","repostId":"2181233137","repostType":4,"isVote":1,"tweetType":1,"viewCount":4160,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":845643010,"gmtCreate":1636336663260,"gmtModify":1636337071848,"author":{"id":"3577447162748311","authorId":"3577447162748311","name":"mseokt","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577447162748311","idStr":"3577447162748311"},"themes":[],"htmlText":"Look like an exciting week","listText":"Look like an exciting week","text":"Look like an exciting week","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/845643010","repostId":"2181284457","repostType":4,"isVote":1,"tweetType":1,"viewCount":4635,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":846682292,"gmtCreate":1636078065172,"gmtModify":1636079495059,"author":{"id":"3577447162748311","authorId":"3577447162748311","name":"mseokt","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577447162748311","idStr":"3577447162748311"},"themes":[],"htmlText":"Hopefully the pill is effective ","listText":"Hopefully the pill is effective ","text":"Hopefully the pill is effective","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/846682292","repostId":"2180795475","repostType":4,"repost":{"id":"2180795475","kind":"news","pubTimestamp":1636076165,"share":"https://www.laohu8.com/m/news/2180795475?lang=zh_CN&edition=full","pubTime":"2021-11-05 09:36","market":"us","language":"en","title":"Britain approves Merck's Covid-19 pill in world first<blockquote>英国在世界上首次批准默克公司的Covid-19药物</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2180795475","media":"The Straits Times","summary":"Nov 4 (Reuters) - Britain on Thursday became the first country in the world to approve a potentially","content":"<p><div> Nov 4 (Reuters) - Britain on Thursday became the first country in the world to approve a potentially game-changing COVID-19 antiviral pill jointly developed by U.S.-based Merck & Co Inc(MRK.N)and ...</p><p><blockquote><div>路透11月4日-英国周四成为世界上第一个批准由美国默克公司（MRK）联合开发的可能改变游戏规则的新冠肺炎抗病毒药物的国家。N）和...</div></blockquote></p><p> <a href=\"http://www.straitstimes.com/world/europe/britain-approves-mercks-covid-19-pill-in-world-first\">网页链接</a> </div> </p><p><blockquote><a href=\"http://www.straitstimes.com/world/europe/britain-approves-mercks-covid-19-pill-in-world-first\">网页连接</a></blockquote></p><p></p>","source":"straits_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Britain approves Merck's Covid-19 pill in world first<blockquote>英国在世界上首次批准默克公司的Covid-19药物</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\">\nBritain approves Merck's Covid-19 pill in world first<blockquote>英国在世界上首次批准默克公司的Covid-19药物</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">The Straits Times</strong><span class=\"h-time small\">2021-11-05 09:36</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Nov 4 (Reuters) - Britain on Thursday became the first country in the world to approve a potentially game-changing COVID-19 antiviral pill jointly developed by U.S.-based Merck & Co Inc(MRK.N)and ...</p><p><blockquote><div>路透11月4日-英国周四成为世界上第一个批准由美国默克公司（MRK）联合开发的可能改变游戏规则的新冠肺炎抗病毒药物的国家。N）和...</div></blockquote></p><p> <a href=\"http://www.straitstimes.com/world/europe/britain-approves-mercks-covid-19-pill-in-world-first\">网页链接</a> </div> </p><p><blockquote><a href=\"http://www.straitstimes.com/world/europe/britain-approves-mercks-covid-19-pill-in-world-first\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"http://www.straitstimes.com/world/europe/britain-approves-mercks-covid-19-pill-in-world-first\">The Straits Times</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":{"MRK":"默沙东"},"source_url":"http://www.straitstimes.com/world/europe/britain-approves-mercks-covid-19-pill-in-world-first","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2180795475","content_text":"Nov 4 (Reuters) - Britain on Thursday became the first country in the world to approve a potentially game-changing COVID-19 antiviral pill jointly developed by U.S.-based Merck & Co Inc(MRK.N)and Ridgeback Biotherapeutics, in a boost to the fight against the pandemic.\nBritain's Medicines and Healthcare products Regulatory Agency (MHRA)recommended the drug, molnupiravir, for use in people with mild to moderate COVID-19 and at least one risk factor for developing severe illness, such as obesity, older age diabetes, and heart disease.\nIt will be administered as soon as possible following a positive COVID-19 test and within five days of the onset of symptoms, the regulator said, citing clinical data.\nThe green light is the first for an oral antiviral treatment for COVID-19 and the first for a COVID-19 drug that will be administered widely in the community. U.S. advisers will meet on Nov. 30 to review the drug's safety and efficacy data and vote on whether molnupiravir should be authorized.read more\nThe pill, which will be branded as Lagevrio in Britain, is designed to introduce errors into the genetic code of the coronavirus that causes COVID-19 and is taken twice a day for five days.\nDrugs in the same class as molnupiravir have been linked to birth defects in animal studies. Merck, known as MSD outside of the United States and Canada, has said animal testing shows that molnupiravir is safe, but the data have not yet been made public.\nTreatments to tackle the pandemic, which has killed more than 5.2 million people worldwide, have so far focused mainly on vaccines. Other options, including Gilead's(GILD.O)infused antiviral remdesivir and generic steroid dexamethasone, are generally only given after a patient has been hospitalised.\nMerck's Molnupiravir has been closely watched since data last month showed it could halve the chances of dying or being hospitalised for those most at risk of developing severe COVID-19 when given early in the illness.\nProfessor Stephen Powis, national medical director for the National Health Service (NHS) in England, said the drug would be administered to patients at higher risk of complications as Britain heads into one of the most challenging winters ever.\nA wider rollout will follow if it is clinically and cost effective in reducing hospitalisations and death, he added.\n\"We are now working across government and the NHS to urgently get this treatment to patients initially through a national study so we can collect more data on how antivirals work in a mostly vaccinated population,\" UK vaccines minister Maggie Throup told parliament.\nPRESSURES\nThe speedy approval in Britain, which was also the first Western country to approve a COVID-19 vaccine, comes as it struggles to tame soaring infections.\nBritain has about 40,000 daily cases of COVID-19, according to the latest seven-day average. That is second only to the roughly 74,000 a day in the United States, which has five times more people, and has fuelled criticism of the government's decision to abandon most pandemic-related restrictions\nData released on Wednesday night showed COVID-19 prevalence in England hit its highest level on record last month, led by a high number of cases in children and a surge in the south-west of the country.\nPressure is growing on the government to implement its \"Plan B\" aimed at protecting the NHS from unsustainable demands, involving mask mandates, vaccine passes and work-from-home orders.\nMany other big economies, including Germany, France and Israel, have either retained some basic COVID-19 measures like mask mandates or reintroduced them in response to rising cases.\nThe UK government has said its focus remains on administering vaccine boosters and inoculating 12- to 15-year-olds.\n\"With no compromises on quality, safety and effectiveness, the public can trust that the MHRA has conducted a robust and thorough assessment of the data (on molnupiravir),\" MHRA chief June Raine said in a statement.\nLast month, Britain agreed a deal with Merck tosecure480,000 courses of molnupiravir.\nProfessor Penny Ward, an independent pharmaceutical physician, welcomed the approval, but said the NHS needed to outline its plans for rollout and cautioned that supplies were likely to be tight given the strong global demand.\n\"Comments made by Mr Javid today suggest that it may be made available via a clinical trial, presumably to investigate its effectiveness in vaccinated patients with breakthrough infections, as the original study incorporated unvaccinated adults,\" she said.\nIf given to everyone becoming unwell, the nearly half a million courses would not last very long given the more than 40,000 current daily case rate, she said.\nTREATMENT RACE\nIn a separate statement, Merck said it expected to produce 10 million courses of the treatment by the end of this year, with at least 20 million set to be manufactured in 2022.\nThe U.S.-based drugmaker's shares rose 2.1% to close at $90.54 on Thursday.\nPfizer(PFE.N)and Roche(ROG.S)are also racing to develop easy-to-administer antiviral pills for COVID-19.\nBoth Merck and Pfizer are studying their drugs in late-stage trials for preventing coronavirus infection.\nViral sequencing done so far has shown molnupiravir is effective against all variants of the coronavirus, Merck has said, including the more-infectious Delta, which is responsible for the worldwide surge in hospitalisations and deaths recently.\nWhile it is not yet clear when Merck will deliver doses to Britain, the company has said it is committed to providing timely access to its drug globally with plans for tiered pricing aligned with a country's ability to pay.\nMerck has licensed the drug to generic drugmakers for supply to low-income countries.\nAntibody cocktails like those from Regeneron(REGN.O)and Eli Lilly(LLY.N)have also been approved for non-hospitalised COVID-19 patients, but have to be given intravenously.","news_type":1,"symbols_score_info":{"MRK":0.9}},"isVote":1,"tweetType":1,"viewCount":2085,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":846686643,"gmtCreate":1636077977968,"gmtModify":1636079490224,"author":{"id":"3577447162748311","authorId":"3577447162748311","name":"mseokt","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577447162748311","idStr":"3577447162748311"},"themes":[],"htmlText":"AIG coming back strongly ","listText":"AIG coming back strongly ","text":"AIG coming back strongly","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/846686643","repostId":"2181797266","repostType":4,"isVote":1,"tweetType":1,"viewCount":3365,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":855176855,"gmtCreate":1635346038695,"gmtModify":1635346149970,"author":{"id":"3577447162748311","authorId":"3577447162748311","name":"mseokt","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577447162748311","idStr":"3577447162748311"},"themes":[],"htmlText":"Seem like a confident stock. ","listText":"Seem like a confident stock. ","text":"Seem like a confident stock.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/855176855","repostId":"1106140847","repostType":4,"repost":{"id":"1106140847","kind":"news","pubTimestamp":1635343863,"share":"https://www.laohu8.com/m/news/1106140847?lang=zh_CN&edition=full","pubTime":"2021-10-27 22:11","market":"us","language":"en","title":"Brazil's Nubank, last valued at $30 billion, confidentially files for U.S. IPO<blockquote>巴西Nubank最新估值300亿美元秘密申请美国IPO</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1106140847","media":"Reuters","summary":"(Reuters) - Brazilian digital lender Nubank, which is backed by Warren Buffett’s Berkshire Hathaway ","content":"<p>(Reuters) - Brazilian digital lender Nubank, which is backed by Warren Buffett’s Berkshire Hathaway Inc, said on Wednesday it had confidentially filed for an initial public offering in the United States.</p><p><blockquote>（路透社）-由沃伦·巴菲特的伯克希尔·哈撒韦公司支持的巴西数字贷款机构Nubank周三表示，已秘密申请在美国进行首次公开募股。</blockquote></p><p> The market debut of the Sao Paulo-based company, valued at $30 billion after a Berkshire-led investment in June, is expected to be one of the biggest IPOs of a South American company in recent years.</p><p><blockquote>这家总部位于圣保罗的公司在6月份伯克希尔牵头的投资后估值为300亿美元，预计将成为近年来南美公司最大的IPO之一。</blockquote></p><p> Nubank could seek a valuation of more than $55 billion, Reuters reported in August here.</p><p><blockquote>据路透社8月份报道，Nubank可能寻求超过550亿美元的估值。</blockquote></p><p> Perks including no fees or minimum balance requirements have added to the appeal of lenders such as Nubank. The trend has only accelerated during the pandemic that forced people to turn to mobile phone apps for banking solutions.</p><p><blockquote>包括免费或最低余额要求在内的福利增加了Nubank等贷方的吸引力。这一趋势在疫情期间只会加速，迫使人们转向手机应用程序寻求银行解决方案。</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>Brazil's Nubank, last valued at $30 billion, confidentially files for U.S. IPO<blockquote>巴西Nubank最新估值300亿美元秘密申请美国IPO</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\">\nBrazil's Nubank, last valued at $30 billion, confidentially files for U.S. IPO<blockquote>巴西Nubank最新估值300亿美元秘密申请美国IPO</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-10-27 22:11</span>\n</p>\n</h4>\n</header>\n<article>\n<p>(Reuters) - Brazilian digital lender Nubank, which is backed by Warren Buffett’s Berkshire Hathaway Inc, said on Wednesday it had confidentially filed for an initial public offering in the United States.</p><p><blockquote>（路透社）-由沃伦·巴菲特的伯克希尔·哈撒韦公司支持的巴西数字贷款机构Nubank周三表示，已秘密申请在美国进行首次公开募股。</blockquote></p><p> The market debut of the Sao Paulo-based company, valued at $30 billion after a Berkshire-led investment in June, is expected to be one of the biggest IPOs of a South American company in recent years.</p><p><blockquote>这家总部位于圣保罗的公司在6月份伯克希尔牵头的投资后估值为300亿美元，预计将成为近年来南美公司最大的IPO之一。</blockquote></p><p> Nubank could seek a valuation of more than $55 billion, Reuters reported in August here.</p><p><blockquote>据路透社8月份报道，Nubank可能寻求超过550亿美元的估值。</blockquote></p><p> Perks including no fees or minimum balance requirements have added to the appeal of lenders such as Nubank. The trend has only accelerated during the pandemic that forced people to turn to mobile phone apps for banking solutions.</p><p><blockquote>包括免费或最低余额要求在内的福利增加了Nubank等贷方的吸引力。这一趋势在疫情期间只会加速，迫使人们转向手机应用程序寻求银行解决方案。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.reuters.com/article/nubank-ipo/update-2-brazils-nubank-last-valued-at-30-bln-confidentially-files-for-u-s-ipo-idUSL4N2RN44Q\">Reuters</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":{"BRK.B":"伯克希尔B","BRK.A":"伯克希尔"},"source_url":"https://www.reuters.com/article/nubank-ipo/update-2-brazils-nubank-last-valued-at-30-bln-confidentially-files-for-u-s-ipo-idUSL4N2RN44Q","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106140847","content_text":"(Reuters) - Brazilian digital lender Nubank, which is backed by Warren Buffett’s Berkshire Hathaway Inc, said on Wednesday it had confidentially filed for an initial public offering in the United States.\nThe market debut of the Sao Paulo-based company, valued at $30 billion after a Berkshire-led investment in June, is expected to be one of the biggest IPOs of a South American company in recent years.\nNubank could seek a valuation of more than $55 billion, Reuters reported in August here.\nPerks including no fees or minimum balance requirements have added to the appeal of lenders such as Nubank. The trend has only accelerated during the pandemic that forced people to turn to mobile phone apps for banking solutions.","news_type":1,"symbols_score_info":{"BRK.A":0.9,"BRK.B":0.9}},"isVote":1,"tweetType":1,"viewCount":5172,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}