社区
首页
集团介绍
社区
资讯
行情
学堂
TigerAI
登录
注册
ckpham8122
IP属地：未知
+关注
帖子 · 96
帖子 · 96
关注 · 0
关注 · 0
粉丝 · 0
粉丝 · 0
ckpham8122
ckpham8122
·
2021-09-21
Latest
The Reasons Why ServiceNow Deserves Higher Valuations<blockquote>ServiceNow值得更高估值的原因</blockquote>
Summary ServiceNow's IT services management tools help organizations manage the consumption of info
The Reasons Why ServiceNow Deserves Higher Valuations<blockquote>ServiceNow值得更高估值的原因</blockquote>
看
1,327
回复
评论
点赞
2
编组 21备份 2
分享
举报
ckpham8122
ckpham8122
·
2021-09-17
Latest
Beyond Meat stock dropped nearly 5% in morning trading<blockquote>Beyond Meat股价早盘下跌近5%</blockquote>
Beyond Meat stock dropped nearly 5% in morning trading after Piper Sandler downgraded the company to
Beyond Meat stock dropped nearly 5% in morning trading<blockquote>Beyond Meat股价早盘下跌近5%</blockquote>
看
1,439
回复
评论
点赞
5
编组 21备份 2
分享
举报
ckpham8122
ckpham8122
·
2021-09-11
Like
非常抱歉，此主贴已删除
看
1,843
回复
1
点赞
3
编组 21备份 2
分享
举报
ckpham8122
ckpham8122
·
2021-09-08
Latest
非常抱歉，此主贴已删除
看
2,555
回复
1
点赞
3
编组 21备份 2
分享
举报
ckpham8122
ckpham8122
·
2021-09-07
Latest
非常抱歉，此主贴已删除
看
1,449
回复
1
点赞
4
编组 21备份 2
分享
举报
ckpham8122
ckpham8122
·
2021-09-05
Latest
非常抱歉，此主贴已删除
看
1,812
回复
评论
点赞
6
编组 21备份 2
分享
举报
ckpham8122
ckpham8122
·
2021-09-04
Like
非常抱歉，此主贴已删除
看
1,832
回复
评论
点赞
2
编组 21备份 2
分享
举报
ckpham8122
ckpham8122
·
2021-08-30
Like
Toplines Before US Market Open on Monday<blockquote>周一美国市场开盘前的顶线</blockquote>
Futures tracking the S&P 500 and Nasdaq hit all-time highs on Monday as dovish remarks from the Fede
Toplines Before US Market Open on Monday<blockquote>周一美国市场开盘前的顶线</blockquote>
看
1,748
回复
评论
点赞
2
编组 21备份 2
分享
举报
ckpham8122
ckpham8122
·
2021-08-28
Like
非常抱歉，此主贴已删除
看
2,853
回复
1
点赞
6
编组 21备份 2
分享
举报
ckpham8122
ckpham8122
·
2021-08-25
Latest
非常抱歉，此主贴已删除
看
1,479
回复
评论
点赞
1
编组 21备份 2
分享
举报
加载更多
热议股票
{"i18n":{"language":"zh_CN"},"isCurrentUser":false,"userPageInfo":{"id":"3578208127574897","uuid":"3578208127574897","gmtCreate":1615115328615,"gmtModify":1620440480908,"name":"ckpham8122","pinyin":"ckpham8122","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.tigerbbs.com/41496b699f9fc3e0075bbf3f4ba67320","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":11,"headSize":8,"tweetSize":96,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖（非转发）","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.12.05","exceedPercentage":"93.56%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.10.18","exceedPercentage":"93.67%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-2","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"资深虎友","description":"加入老虎社区1000天","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.12.09","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.28","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":12,"crmLevelSwitch":0,"location":"未知","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"page":1,"watchlist":null,"tweetList":[{"id":860570211,"gmtCreate":1632192070833,"gmtModify":1632802159295,"author":{"id":"3578208127574897","authorId":"3578208127574897","name":"ckpham8122","avatar":"https://static.tigerbbs.com/41496b699f9fc3e0075bbf3f4ba67320","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578208127574897","idStr":"3578208127574897"},"themes":[],"htmlText":"Latest","listText":"Latest","text":"Latest","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/860570211","repostId":"1104395691","repostType":4,"repost":{"id":"1104395691","kind":"news","pubTimestamp":1632191363,"share":"https://www.laohu8.com/m/news/1104395691?lang=zh_CN&edition=full","pubTime":"2021-09-21 10:29","market":"us","language":"en","title":"The Reasons Why ServiceNow Deserves Higher Valuations<blockquote>ServiceNow值得更高估值的原因</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1104395691","media":"Seeking Alpha","summary":"Summary\n\nServiceNow's IT services management tools help organizations manage the consumption of info","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul> <li>ServiceNow's IT services management tools help organizations manage the consumption of information technology services.</li> <li>The company operates in a highly competitive market.</li> <li>High growth with marketing expenses growing to a lesser degree shows that the company has been able to extend its services using collaborative apps development with partners.</li> <li>Its ability to expand partnership agreements, as with Microsoft, means more growth at relatively lower costs.</li> <li>The stock remains undervalued compared to a peer, but do expect volatility as FreshWorks launches its IPO in its quest to benefit from the rise of post-pandemic hybrid work.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/73869f5a5cbd9b1bbb736a28d6595612\" tg-width=\"1536\" tg-height=\"1025\" width=\"100%\" height=\"auto\"><span>Sundry Photography/iStock Editorial via Getty Images</span></p><p><blockquote><ul><li>ServiceNow的IT服务管理工具帮助组织管理信息技术服务的消费。</li><li>该公司在竞争激烈的市场中运营。</li><li>营销费用增长幅度较小的高增长表明，该公司已经能够通过与合作伙伴的协作应用程序开发来扩展其服务。</li><li>它有能力扩大合作协议，就像与微软一样，这意味着以相对较低的成本实现更多的增长。</li><li>与同行相比，该股仍被低估，但随着FreshWorks启动IPO以寻求从大流行后混合工作的兴起中受益，预计会出现波动。</li></ul><p class=\"t-img-caption\"><span>杂项摄影/iStock社论来自Getty Images</span></p></blockquote></p><p> After having known a sustained upside during the last three years, ServiceNow (NOW) currently trades at trailing price to sales multiples of about 25x or 468% above the IT sector.</p><p><blockquote>在经历了过去三年的持续上涨之后，ServiceNow(NOW)目前的交易价格与销售额倍数约为IT行业的25倍或468%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5aab428e42dd257312a7f20da75c1dfe\" tg-width=\"635\" tg-height=\"447\" 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> This is a level that is difficult to justify unless the stock presents some specifics which not only justify its high valuations but also show that it is among a handful of software pure plays which have the capacity to generate far higher growth levels.</p><p><blockquote>这个水平很难证明是合理的，除非该股提出一些细节，不仅证明其高估值是合理的，而且表明它是少数有能力产生更高增长水平的纯软件股票之一。</blockquote></p><p> For those who are new to the stock, the company's IT services management (ITSM) tools help organizations manage the consumption of IT services. These tools are most heavily used by information technology service desks and service delivery functions.</p><p><blockquote>对于那些新手来说，该公司的IT服务管理（ITSM）工具可以帮助组织管理IT服务的消费。信息技术服务台和服务提供职能部门使用最多的是这些工具。</blockquote></p><p> For this purpose, ServiceNow has one of the richest ecosystems of third-party application integrations and works closely with partners.</p><p><blockquote>为此，ServiceNow拥有最丰富的第三方应用集成生态系统之一，并与合作伙伴密切合作。</blockquote></p><p> <b>The partnership model</b></p><p><blockquote><b>伙伴关系模式</b></blockquote></p><p> A few days back, on September 16, Microsoft (NASDAQ:MSFT) announced a new collaborative app from ServiceNow for bringing employee experiences within Microsoft Teams.</p><p><blockquote>几天前，即9月16日，微软（纳斯达克股票代码：MSFT）宣布了ServiceNow的一款新协作应用程序，用于为微软团队带来员工体验。</blockquote></p><p> The Teams collaborative app introduced by ServiceNow for its Employee Center provides employees with a single portal to find information and make service requests directly in the flow of their work in Teams.</p><p><blockquote>ServiceNow为其员工中心推出的Teams协作应用程序为员工提供了一个单一门户，可以在团队工作流程中直接查找信息和提出服务请求。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6ef53d9594a8e2b604d65eaad294b02a\" tg-width=\"640\" tg-height=\"224\" width=\"100%\" height=\"auto\"><span>Source: servicenow.com</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：servicenow.com</span></p></blockquote></p><p> While this development by ServiceNow can be classified as just another collaborative app, which is integrated with Microsoft’s software, there is more. Looking from an angle, ServiceNow appears to have taken more of a central role, by embedding its Employee Center at the very core of Microsoft’s apps distribution architecture.</p><p><blockquote>虽然ServiceNow的这一开发可以归类为另一个与微软软件集成的协作应用程序，但还有更多。从一个角度来看，ServiceNow似乎扮演了更核心的角色，将其员工中心嵌入微软应用分发架构的核心。</blockquote></p><p> Along the same lines, Teams, Microsoft's communication platform offering workspace chat and videoconferencing can be envisioned as the transport medium through which ServiceNow is able to make its app available to a wider audience. Additionally, the ITSM company is doing it in such a way so as to improve user satisfaction and business outcomes.</p><p><blockquote>同样，微软提供工作空间聊天和视频会议的通信平台Teams可以被视为ServiceNow能够向更广泛的受众提供其应用程序的传输介质。此外，ITSM公司这样做是为了提高用户满意度和业务成果。</blockquote></p><p> Looking in the rear mirror, ServiceNow was already integrated with Teams through a Direct integration profile, but this involved some manual steps. It was the same with Zoom (NASDAQ:ZM). It also has such integrations with Oracle (ORCL), SAP SE (SAP), and many others.</p><p><blockquote>从后视镜中看，ServiceNow已经通过直接集成配置文件与团队集成，但这涉及到一些手动步骤。Zoom（纳斯达克：ZM）也是如此。它还与Oracle(ORCL)、SAP SE(SAP)和许多其他公司进行了此类集成。</blockquote></p><p> Thus, the new development represents an expansion of ServiceNow's agreement with Microsoft.</p><p><blockquote>因此，新的发展代表了ServiceNow与微软协议的扩展。</blockquote></p><p> Think aloud, while it is Microsoft that is publicizing the development in its online services-oriented LinkedIn platform, it appears to be more beneficial to ServiceNow. Now, \"publicize\" reminds us of marketing hours spent by product experts in creating awareness about a corporation's product and services, especially the latest capabilities. In this respect, having Microsoft do the work as part of advertising its Team collaborative software is a boon to ServiceNow.</p><p><blockquote>大声想想，虽然是微软在宣传其面向在线服务的LinkedIn平台的发展，但这似乎对ServiceNow更有利。现在，“宣传”让我们想起了产品专家在创造对公司产品和服务的认识，尤其是最新功能的认识方面所花费的营销时间。在这方面，让微软做这项工作作为其团队协作软件广告的一部分对ServiceNow来说是一个福音。</blockquote></p><p> It is partly through this way that it has been able to grow revenues much faster, by 145% over three years, whereas SG&A, which comprises sales and marketing expenses have increased by only 109%.</p><p><blockquote>部分正是通过这种方式，它的收入增长速度要快得多，三年内增长了145%，而包括销售和营销费用在内的SG&A仅增长了109%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/605e7232e453eda56798584a59c2b202\" tg-width=\"635\" tg-height=\"450\" 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> Investigating further, partners are absolutely critical to continued growth by ServiceNow, as per the organization’s Chief Customer and Partner Officer,Lara Caimi. She says that partners are “critical in terms of achieving what the organization wants to do”. For ServiceNow, partners also play a really important role in bringing the company \"into new C-suite conversations that maybe it was not part of before\". More important, partners drive \"90% of their implementation”.</p><p><blockquote>根据该组织的首席客户和合作伙伴官Lara Caimi的说法，进一步调查，合作伙伴对于ServiceNow的持续增长绝对至关重要。她说，合作伙伴“对于实现组织想要做的事情至关重要”。对于ServiceNow来说，合作伙伴在将公司“带入新的高管对话中，这可能是以前不是的一部分”方面也发挥着非常重要的作用。更重要的是，合作伙伴推动了“90%的实施”。</blockquote></p><p></p><p> To be realistic, while partnerships do help ServiceNow in selling more, there are also secular trends like digital transformation. However, ITSM remains a highly competitive field.</p><p><blockquote>现实地说，虽然合作伙伴关系确实有助于ServiceNow销售更多产品，但也存在数字化转型等长期趋势。然而，ITSM仍然是一个竞争激烈的领域。</blockquote></p><p> <b>The competition</b></p><p><blockquote><b>比赛</b></blockquote></p><p> Gartner's 2021 Magic Quadrant for the ISTM market clearly shows the dominant position of ServiceNow, and this has been the case for the last many years. It is followed by BMC and its Helix ITSM offering. Then, there is also Ivanti, which was born from the merger of LanDesk and Heat Software in 2017.</p><p><blockquote>Gartner的2021年ISTM市场魔力象限清楚地显示了ServiceNow的主导地位，过去多年来一直如此。其次是BMC及其Helix ITSM产品。然后，还有Ivanti，它诞生于2017年LanDesk和Heat Software合并。</blockquote></p><p> One challenger is Freshworks (FRSH), whose IPO is pending, with Atlassian (NASDAQ:TEAM) being in the Gartner's visionaries quadrant. Looking further, International Business Machines (IBM) which used to form the rear two years back no longer forms part of Gartner's top list.</p><p><blockquote>Freshworks(FRSH)是一个挑战者，其IPO即将进行，Atlassian(纳斯达克：TEAM)也在Gartner的远见者象限中。进一步看，两年前曾位居其后的国际商业机器公司（IBM）不再是Gartner顶级名单的一部分。</blockquote></p><p> This shows the highly dynamic nature of the competition and Freshworks, which surpassed $300 million in annual recurring revenue (\"ARR\"),growing its business by 40% year-over-year in 2020, builds on its Neo customer data aggregation platform. It has closed two strategic acquisitions and expanded organically as well, with the next major goal being to reach $1 billion in ARR. Freshworks has also complemented its offerings by acquiring AnsweriQ, a provider of AI machine learning for larger enterprises.</p><p><blockquote>这表明了竞争的高度动态性，Freshworks建立在其Neo客户数据聚合平台的基础上，其年度经常性收入(“ARR”)超过3亿美元，2020年业务同比增长40%。它已经完成了两项战略收购，并进行了有机扩张，下一个主要目标是ARR达到10亿美元。Freshworks还通过收购AnsweriQ来补充其产品，AnsweriQ是一家为大型企业提供人工智能机器学习的提供商。</blockquote></p><p> One noteworthy point is that in 2020, the company unveiled Freshworks CRM. While this is a single platform solution that has a lot of merits, it also helps to shed light on ServiceNow's competitive strategy. In this respect, the ITSM play does not want to compete with companies like Salesforce (CRM) or Workday (WDAY) which excel in Customer Relationship Management and Human Resources respectively. Rather, it aims to work with them as partners, in extending their more department-focused products across the whole enterprise through the provision of third-party apps. These enable cross-functional processes.</p><p><blockquote>值得注意的一点是，2020年，该公司推出了Freshworks CRM。虽然这是一个有很多优点的单一平台解决方案，但它也有助于阐明ServiceNow的竞争战略。在这方面，ITSM公司不想与Salesforce(CRM)或Workday(WDAY)等分别在客户关系管理和人力资源方面表现出色的公司竞争。相反，它的目标是作为合作伙伴与他们合作，通过提供第三方应用程序，在整个企业中扩展他们更专注于部门的产品。这些支持跨职能流程。</blockquote></p><p> The ITSM space has taken more importance recently, with the IT department prioritizing centralizing resource management for simplification purposes and to promote cost rationalization. At the same time, stakeholders had to adapt to the transformative changes brought by SaaS (Software as a Service), with all players having made the move to the cloud, but at various degrees of success.</p><p><blockquote>ITSM领域最近变得更加重要，IT部门优先考虑集中资源管理，以实现简化和促进成本合理化。与此同时，利益相关者必须适应SaaS（软件即服务）带来的变革性变化，所有参与者都已迁移到云，但取得了不同程度的成功。</blockquote></p><p> In this context, the widening gap between BMC and ServiceNow's in Gartner's Magic Quadrant from 2019 to 2021 shows that the latter has been able to rapidly shift from an in-house deployment model to a SaaS one. This \"successful transition\" is confirmed by the ACV (annual contract value) steadily moving higher as more revenues are derived from monthly subscriptions.</p><p><blockquote>在这种背景下，BMC和ServiceNow在2019年至2021年Gartner魔力象限中的差距不断扩大，这表明后者已经能够迅速从内部部署模式转向SaaS模式。随着更多收入来自月度订阅，ACV（年度合同价值）稳步上升，证实了这种“成功转型”。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d0a8c369179213e64ea29fcf49a055d6\" tg-width=\"640\" tg-height=\"308\" width=\"100%\" height=\"auto\"><span>Source: Company presentation in Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Seeking Alpha中的公司演示</span></p></blockquote></p><p> According to Gartner, ServiceNow scores better ratings, with much more reviewers willing to recommend it compared to BMC. It scores better for Ease of Deployment, User Experience, and of course, Ease of Integration.</p><p><blockquote>根据Gartner的数据，ServiceNow获得了更好的评级，与BMC相比，有更多的评论者愿意推荐它。它在易于部署、用户体验，当然还有易于集成方面得分更高。</blockquote></p><p> Consequently, benefiting from better technical specifications, ServiceNow's second-quarter subscription billing was $1.328 billion, and for Q3-2021, the expected amount is between $1.4 billion and $1.405 billion, representing not only sequential growth but also 28% to 29% year-over-year growth.</p><p><blockquote>因此，受益于更好的技术规格，ServiceNow第二季度的订阅账单为13.28亿美元，2021年第三季度的预期金额在14亿美元至14.05亿美元之间，不仅环比增长，而且同比增长28%至29%-同比增长。</blockquote></p><p> <b>Valuations and key takeaways</b></p><p><blockquote><b>估值和主要要点</b></blockquote></p><p> With one of the richest ecosystems in terms of third-party application integration, ServiceNow has also invested heavily in AI by acquiring the cognitive search capabilities of Attivioin 2019, followed by Passage AI to advance its deep learning capabilities in 2020.</p><p><blockquote>凭借在第三方应用集成方面最丰富的生态系统之一，ServiceNow也在人工智能方面进行了大量投资，在2019年收购了Attivioin的认知搜索能力，随后Passage AI在2020年推进了其深度学习能力。</blockquote></p><p> Continuing with the momentum, with the acquisition of Element AI, ServiceNow has announced plans to create an AI innovation hub in Canada to “accelerate customer-focused AI innovation” on the company’s Now platform.</p><p><blockquote>通过收购Element AI，ServiceNow继续保持这一势头，宣布计划在加拿大创建一个人工智能创新中心，以在该公司的Now平台上“加速以客户为中心的人工智能创新”。</blockquote></p><p> At the same time, the management remains prudent in its acquisition strategy in order \"not to land in spaces\" already occupied by its partners, which would result in competition. Taking as example RPAs or Robotic Process Automation, currently, a hot M&A topic, the President and Chief Executive Officer, Bill McDermott recently mentioned that:</p><p><blockquote>与此同时，管理层在收购策略上保持谨慎，以免“进入”合作伙伴已经占据的空间，从而导致竞争。以目前并购热门话题RPA或机器人流程自动化为例，总裁兼首席执行官Bill McDermott最近提到：</blockquote></p><p> You shouldn’t expect us to make acquisitions in that space, but you should expect us to build our functionality and our capabilities, but also be an open and willing partner for the customers because it’s really about solving their problems.\" Therefore, ServiceNow should not acquire RPA capabilities, but one can expect it to develop third-party apps around the robotic automation ecosystem, thereby penetrating deeper into corporate processes.</p><p><blockquote>您不应该期望我们在该领域进行收购，但您应该期望我们构建我们的功能和能力，同时也成为客户开放且愿意的合作伙伴，因为这实际上是为了解决他们的问题。”因此，ServiceNow不应该获得RPA能力，但人们可以期待它围绕机器人自动化生态系统开发第三方应用程序，从而更深入地渗透到企业流程中。</blockquote></p><p></p><p> Investigating further, developing advanced product integrations comes at a cost, as is evidenced by ServiceNow's lower gross margins compared to peer Atlassian. This signifies that its developers have to spend more time tweaking the platform in order to make sure that their software codes are integrated with partners.</p><p><blockquote>进一步调查，开发先进的产品集成是有成本的，ServiceNow与同行Atlassian相比较低的毛利率就证明了这一点。这意味着它的开发者必须花更多的时间来调整平台，以确保他们的软件代码与合作伙伴集成。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/17d47d95c2946edde8ab8d586b7190a3\" tg-width=\"411\" tg-height=\"186\" width=\"100%\" height=\"auto\"><span>Source: Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：寻求阿尔法</span></p></blockquote></p><p> Still, relatively lower operating expenses have enabled ServiceNow to generate EBIT margins of 4.54%, not far behind its peer.</p><p><blockquote>尽管如此，相对较低的运营费用使ServiceNow的息税前利润率达到了4.54%，与同行相差不远。</blockquote></p><p> This has been made possible through a partnership model which enables the company to expand its product globally, and at a relatively lower cost. Hence, looking at the trailing price to sales metric, ServiceNow's undervaluation by 100% compared to Atlassian does not make sense. In this case, just considering 30x multiples, I obtain a target price of $788-800 (30/24.72 x 650), based on the current share price.</p><p><blockquote>这是通过合作模式实现的，该模式使公司能够以相对较低的成本在全球范围内扩展其产品。因此，从历史价格与销售额指标来看，ServiceNow与Atlassian相比被低估100%是没有意义的。在这种情况下，仅考虑30倍市盈率，根据当前股价，我获得的目标价为788-800美元（30/24.72 x 650）。</blockquote></p><p> However, after high COVID gains, do expect some volatility due to inflationary pressures and a high probability of a Freshworks IPO this year.</p><p><blockquote>然而，在新冠疫情大幅上涨之后，由于通胀压力和Freshworks今年IPO的可能性很高，预计会出现一些波动。</blockquote></p><p> Finally, as the world shifts to hybrid work, people need tools that streamline daily tasks and maintain them in the flow of their work. Having realized this earlier on, ServiceNow focuses on delivering services in a way that customers see the value, while at the same time, ensuring that the partner becomes a multiplying force for its products.</p><p><blockquote>最后，随着世界转向混合工作，人们需要简化日常任务并在工作流程中维护它们的工具。ServiceNow很早就意识到了这一点，专注于以客户看到价值的方式提供服务，同时确保合作伙伴成为其产品的倍增力量。</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>The Reasons Why ServiceNow Deserves Higher Valuations<blockquote>ServiceNow值得更高估值的原因</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\">\nThe Reasons Why ServiceNow Deserves Higher Valuations<blockquote>ServiceNow值得更高估值的原因</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\">2021-09-21 10:29</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>ServiceNow's IT services management tools help organizations manage the consumption of information technology services.</li> <li>The company operates in a highly competitive market.</li> <li>High growth with marketing expenses growing to a lesser degree shows that the company has been able to extend its services using collaborative apps development with partners.</li> <li>Its ability to expand partnership agreements, as with Microsoft, means more growth at relatively lower costs.</li> <li>The stock remains undervalued compared to a peer, but do expect volatility as FreshWorks launches its IPO in its quest to benefit from the rise of post-pandemic hybrid work.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/73869f5a5cbd9b1bbb736a28d6595612\" tg-width=\"1536\" tg-height=\"1025\" width=\"100%\" height=\"auto\"><span>Sundry Photography/iStock Editorial via Getty Images</span></p><p><blockquote><ul><li>ServiceNow的IT服务管理工具帮助组织管理信息技术服务的消费。</li><li>该公司在竞争激烈的市场中运营。</li><li>营销费用增长幅度较小的高增长表明，该公司已经能够通过与合作伙伴的协作应用程序开发来扩展其服务。</li><li>它有能力扩大合作协议，就像与微软一样，这意味着以相对较低的成本实现更多的增长。</li><li>与同行相比，该股仍被低估，但随着FreshWorks启动IPO以寻求从大流行后混合工作的兴起中受益，预计会出现波动。</li></ul><p class=\"t-img-caption\"><span>杂项摄影/iStock社论来自Getty Images</span></p></blockquote></p><p> After having known a sustained upside during the last three years, ServiceNow (NOW) currently trades at trailing price to sales multiples of about 25x or 468% above the IT sector.</p><p><blockquote>在经历了过去三年的持续上涨之后，ServiceNow(NOW)目前的交易价格与销售额倍数约为IT行业的25倍或468%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5aab428e42dd257312a7f20da75c1dfe\" tg-width=\"635\" tg-height=\"447\" 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> This is a level that is difficult to justify unless the stock presents some specifics which not only justify its high valuations but also show that it is among a handful of software pure plays which have the capacity to generate far higher growth levels.</p><p><blockquote>这个水平很难证明是合理的，除非该股提出一些细节，不仅证明其高估值是合理的，而且表明它是少数有能力产生更高增长水平的纯软件股票之一。</blockquote></p><p> For those who are new to the stock, the company's IT services management (ITSM) tools help organizations manage the consumption of IT services. These tools are most heavily used by information technology service desks and service delivery functions.</p><p><blockquote>对于那些新手来说，该公司的IT服务管理（ITSM）工具可以帮助组织管理IT服务的消费。信息技术服务台和服务提供职能部门使用最多的是这些工具。</blockquote></p><p> For this purpose, ServiceNow has one of the richest ecosystems of third-party application integrations and works closely with partners.</p><p><blockquote>为此，ServiceNow拥有最丰富的第三方应用集成生态系统之一，并与合作伙伴密切合作。</blockquote></p><p> <b>The partnership model</b></p><p><blockquote><b>伙伴关系模式</b></blockquote></p><p> A few days back, on September 16, Microsoft (NASDAQ:MSFT) announced a new collaborative app from ServiceNow for bringing employee experiences within Microsoft Teams.</p><p><blockquote>几天前，即9月16日，微软（纳斯达克股票代码：MSFT）宣布了ServiceNow的一款新协作应用程序，用于为微软团队带来员工体验。</blockquote></p><p> The Teams collaborative app introduced by ServiceNow for its Employee Center provides employees with a single portal to find information and make service requests directly in the flow of their work in Teams.</p><p><blockquote>ServiceNow为其员工中心推出的Teams协作应用程序为员工提供了一个单一门户，可以在团队工作流程中直接查找信息和提出服务请求。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6ef53d9594a8e2b604d65eaad294b02a\" tg-width=\"640\" tg-height=\"224\" width=\"100%\" height=\"auto\"><span>Source: servicenow.com</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：servicenow.com</span></p></blockquote></p><p> While this development by ServiceNow can be classified as just another collaborative app, which is integrated with Microsoft’s software, there is more. Looking from an angle, ServiceNow appears to have taken more of a central role, by embedding its Employee Center at the very core of Microsoft’s apps distribution architecture.</p><p><blockquote>虽然ServiceNow的这一开发可以归类为另一个与微软软件集成的协作应用程序，但还有更多。从一个角度来看，ServiceNow似乎扮演了更核心的角色，将其员工中心嵌入微软应用分发架构的核心。</blockquote></p><p> Along the same lines, Teams, Microsoft's communication platform offering workspace chat and videoconferencing can be envisioned as the transport medium through which ServiceNow is able to make its app available to a wider audience. Additionally, the ITSM company is doing it in such a way so as to improve user satisfaction and business outcomes.</p><p><blockquote>同样，微软提供工作空间聊天和视频会议的通信平台Teams可以被视为ServiceNow能够向更广泛的受众提供其应用程序的传输介质。此外，ITSM公司这样做是为了提高用户满意度和业务成果。</blockquote></p><p> Looking in the rear mirror, ServiceNow was already integrated with Teams through a Direct integration profile, but this involved some manual steps. It was the same with Zoom (NASDAQ:ZM). It also has such integrations with Oracle (ORCL), SAP SE (SAP), and many others.</p><p><blockquote>从后视镜中看，ServiceNow已经通过直接集成配置文件与团队集成，但这涉及到一些手动步骤。Zoom（纳斯达克：ZM）也是如此。它还与Oracle(ORCL)、SAP SE(SAP)和许多其他公司进行了此类集成。</blockquote></p><p> Thus, the new development represents an expansion of ServiceNow's agreement with Microsoft.</p><p><blockquote>因此，新的发展代表了ServiceNow与微软协议的扩展。</blockquote></p><p> Think aloud, while it is Microsoft that is publicizing the development in its online services-oriented LinkedIn platform, it appears to be more beneficial to ServiceNow. Now, \"publicize\" reminds us of marketing hours spent by product experts in creating awareness about a corporation's product and services, especially the latest capabilities. In this respect, having Microsoft do the work as part of advertising its Team collaborative software is a boon to ServiceNow.</p><p><blockquote>大声想想，虽然是微软在宣传其面向在线服务的LinkedIn平台的发展，但这似乎对ServiceNow更有利。现在，“宣传”让我们想起了产品专家在创造对公司产品和服务的认识，尤其是最新功能的认识方面所花费的营销时间。在这方面，让微软做这项工作作为其团队协作软件广告的一部分对ServiceNow来说是一个福音。</blockquote></p><p> It is partly through this way that it has been able to grow revenues much faster, by 145% over three years, whereas SG&A, which comprises sales and marketing expenses have increased by only 109%.</p><p><blockquote>部分正是通过这种方式，它的收入增长速度要快得多，三年内增长了145%，而包括销售和营销费用在内的SG&A仅增长了109%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/605e7232e453eda56798584a59c2b202\" tg-width=\"635\" tg-height=\"450\" 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> Investigating further, partners are absolutely critical to continued growth by ServiceNow, as per the organization’s Chief Customer and Partner Officer,Lara Caimi. She says that partners are “critical in terms of achieving what the organization wants to do”. For ServiceNow, partners also play a really important role in bringing the company \"into new C-suite conversations that maybe it was not part of before\". More important, partners drive \"90% of their implementation”.</p><p><blockquote>根据该组织的首席客户和合作伙伴官Lara Caimi的说法，进一步调查，合作伙伴对于ServiceNow的持续增长绝对至关重要。她说，合作伙伴“对于实现组织想要做的事情至关重要”。对于ServiceNow来说，合作伙伴在将公司“带入新的高管对话中，这可能是以前不是的一部分”方面也发挥着非常重要的作用。更重要的是，合作伙伴推动了“90%的实施”。</blockquote></p><p></p><p> To be realistic, while partnerships do help ServiceNow in selling more, there are also secular trends like digital transformation. However, ITSM remains a highly competitive field.</p><p><blockquote>现实地说，虽然合作伙伴关系确实有助于ServiceNow销售更多产品，但也存在数字化转型等长期趋势。然而，ITSM仍然是一个竞争激烈的领域。</blockquote></p><p> <b>The competition</b></p><p><blockquote><b>比赛</b></blockquote></p><p> Gartner's 2021 Magic Quadrant for the ISTM market clearly shows the dominant position of ServiceNow, and this has been the case for the last many years. It is followed by BMC and its Helix ITSM offering. Then, there is also Ivanti, which was born from the merger of LanDesk and Heat Software in 2017.</p><p><blockquote>Gartner的2021年ISTM市场魔力象限清楚地显示了ServiceNow的主导地位，过去多年来一直如此。其次是BMC及其Helix ITSM产品。然后，还有Ivanti，它诞生于2017年LanDesk和Heat Software合并。</blockquote></p><p> One challenger is Freshworks (FRSH), whose IPO is pending, with Atlassian (NASDAQ:TEAM) being in the Gartner's visionaries quadrant. Looking further, International Business Machines (IBM) which used to form the rear two years back no longer forms part of Gartner's top list.</p><p><blockquote>Freshworks(FRSH)是一个挑战者，其IPO即将进行，Atlassian(纳斯达克：TEAM)也在Gartner的远见者象限中。进一步看，两年前曾位居其后的国际商业机器公司（IBM）不再是Gartner顶级名单的一部分。</blockquote></p><p> This shows the highly dynamic nature of the competition and Freshworks, which surpassed $300 million in annual recurring revenue (\"ARR\"),growing its business by 40% year-over-year in 2020, builds on its Neo customer data aggregation platform. It has closed two strategic acquisitions and expanded organically as well, with the next major goal being to reach $1 billion in ARR. Freshworks has also complemented its offerings by acquiring AnsweriQ, a provider of AI machine learning for larger enterprises.</p><p><blockquote>这表明了竞争的高度动态性，Freshworks建立在其Neo客户数据聚合平台的基础上，其年度经常性收入(“ARR”)超过3亿美元，2020年业务同比增长40%。它已经完成了两项战略收购，并进行了有机扩张，下一个主要目标是ARR达到10亿美元。Freshworks还通过收购AnsweriQ来补充其产品，AnsweriQ是一家为大型企业提供人工智能机器学习的提供商。</blockquote></p><p> One noteworthy point is that in 2020, the company unveiled Freshworks CRM. While this is a single platform solution that has a lot of merits, it also helps to shed light on ServiceNow's competitive strategy. In this respect, the ITSM play does not want to compete with companies like Salesforce (CRM) or Workday (WDAY) which excel in Customer Relationship Management and Human Resources respectively. Rather, it aims to work with them as partners, in extending their more department-focused products across the whole enterprise through the provision of third-party apps. These enable cross-functional processes.</p><p><blockquote>值得注意的一点是，2020年，该公司推出了Freshworks CRM。虽然这是一个有很多优点的单一平台解决方案，但它也有助于阐明ServiceNow的竞争战略。在这方面，ITSM公司不想与Salesforce(CRM)或Workday(WDAY)等分别在客户关系管理和人力资源方面表现出色的公司竞争。相反，它的目标是作为合作伙伴与他们合作，通过提供第三方应用程序，在整个企业中扩展他们更专注于部门的产品。这些支持跨职能流程。</blockquote></p><p> The ITSM space has taken more importance recently, with the IT department prioritizing centralizing resource management for simplification purposes and to promote cost rationalization. At the same time, stakeholders had to adapt to the transformative changes brought by SaaS (Software as a Service), with all players having made the move to the cloud, but at various degrees of success.</p><p><blockquote>ITSM领域最近变得更加重要，IT部门优先考虑集中资源管理，以实现简化和促进成本合理化。与此同时，利益相关者必须适应SaaS（软件即服务）带来的变革性变化，所有参与者都已迁移到云，但取得了不同程度的成功。</blockquote></p><p> In this context, the widening gap between BMC and ServiceNow's in Gartner's Magic Quadrant from 2019 to 2021 shows that the latter has been able to rapidly shift from an in-house deployment model to a SaaS one. This \"successful transition\" is confirmed by the ACV (annual contract value) steadily moving higher as more revenues are derived from monthly subscriptions.</p><p><blockquote>在这种背景下，BMC和ServiceNow在2019年至2021年Gartner魔力象限中的差距不断扩大，这表明后者已经能够迅速从内部部署模式转向SaaS模式。随着更多收入来自月度订阅，ACV（年度合同价值）稳步上升，证实了这种“成功转型”。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d0a8c369179213e64ea29fcf49a055d6\" tg-width=\"640\" tg-height=\"308\" width=\"100%\" height=\"auto\"><span>Source: Company presentation in Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Seeking Alpha中的公司演示</span></p></blockquote></p><p> According to Gartner, ServiceNow scores better ratings, with much more reviewers willing to recommend it compared to BMC. It scores better for Ease of Deployment, User Experience, and of course, Ease of Integration.</p><p><blockquote>根据Gartner的数据，ServiceNow获得了更好的评级，与BMC相比，有更多的评论者愿意推荐它。它在易于部署、用户体验，当然还有易于集成方面得分更高。</blockquote></p><p> Consequently, benefiting from better technical specifications, ServiceNow's second-quarter subscription billing was $1.328 billion, and for Q3-2021, the expected amount is between $1.4 billion and $1.405 billion, representing not only sequential growth but also 28% to 29% year-over-year growth.</p><p><blockquote>因此，受益于更好的技术规格，ServiceNow第二季度的订阅账单为13.28亿美元，2021年第三季度的预期金额在14亿美元至14.05亿美元之间，不仅环比增长，而且同比增长28%至29%-同比增长。</blockquote></p><p> <b>Valuations and key takeaways</b></p><p><blockquote><b>估值和主要要点</b></blockquote></p><p> With one of the richest ecosystems in terms of third-party application integration, ServiceNow has also invested heavily in AI by acquiring the cognitive search capabilities of Attivioin 2019, followed by Passage AI to advance its deep learning capabilities in 2020.</p><p><blockquote>凭借在第三方应用集成方面最丰富的生态系统之一，ServiceNow也在人工智能方面进行了大量投资，在2019年收购了Attivioin的认知搜索能力，随后Passage AI在2020年推进了其深度学习能力。</blockquote></p><p> Continuing with the momentum, with the acquisition of Element AI, ServiceNow has announced plans to create an AI innovation hub in Canada to “accelerate customer-focused AI innovation” on the company’s Now platform.</p><p><blockquote>通过收购Element AI，ServiceNow继续保持这一势头，宣布计划在加拿大创建一个人工智能创新中心，以在该公司的Now平台上“加速以客户为中心的人工智能创新”。</blockquote></p><p> At the same time, the management remains prudent in its acquisition strategy in order \"not to land in spaces\" already occupied by its partners, which would result in competition. Taking as example RPAs or Robotic Process Automation, currently, a hot M&A topic, the President and Chief Executive Officer, Bill McDermott recently mentioned that:</p><p><blockquote>与此同时，管理层在收购策略上保持谨慎，以免“进入”合作伙伴已经占据的空间，从而导致竞争。以目前并购热门话题RPA或机器人流程自动化为例，总裁兼首席执行官Bill McDermott最近提到：</blockquote></p><p> You shouldn’t expect us to make acquisitions in that space, but you should expect us to build our functionality and our capabilities, but also be an open and willing partner for the customers because it’s really about solving their problems.\" Therefore, ServiceNow should not acquire RPA capabilities, but one can expect it to develop third-party apps around the robotic automation ecosystem, thereby penetrating deeper into corporate processes.</p><p><blockquote>您不应该期望我们在该领域进行收购，但您应该期望我们构建我们的功能和能力，同时也成为客户开放且愿意的合作伙伴，因为这实际上是为了解决他们的问题。”因此，ServiceNow不应该获得RPA能力，但人们可以期待它围绕机器人自动化生态系统开发第三方应用程序，从而更深入地渗透到企业流程中。</blockquote></p><p></p><p> Investigating further, developing advanced product integrations comes at a cost, as is evidenced by ServiceNow's lower gross margins compared to peer Atlassian. This signifies that its developers have to spend more time tweaking the platform in order to make sure that their software codes are integrated with partners.</p><p><blockquote>进一步调查，开发先进的产品集成是有成本的，ServiceNow与同行Atlassian相比较低的毛利率就证明了这一点。这意味着它的开发者必须花更多的时间来调整平台，以确保他们的软件代码与合作伙伴集成。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/17d47d95c2946edde8ab8d586b7190a3\" tg-width=\"411\" tg-height=\"186\" width=\"100%\" height=\"auto\"><span>Source: Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：寻求阿尔法</span></p></blockquote></p><p> Still, relatively lower operating expenses have enabled ServiceNow to generate EBIT margins of 4.54%, not far behind its peer.</p><p><blockquote>尽管如此，相对较低的运营费用使ServiceNow的息税前利润率达到了4.54%，与同行相差不远。</blockquote></p><p> This has been made possible through a partnership model which enables the company to expand its product globally, and at a relatively lower cost. Hence, looking at the trailing price to sales metric, ServiceNow's undervaluation by 100% compared to Atlassian does not make sense. In this case, just considering 30x multiples, I obtain a target price of $788-800 (30/24.72 x 650), based on the current share price.</p><p><blockquote>这是通过合作模式实现的，该模式使公司能够以相对较低的成本在全球范围内扩展其产品。因此，从历史价格与销售额指标来看，ServiceNow与Atlassian相比被低估100%是没有意义的。在这种情况下，仅考虑30倍市盈率，根据当前股价，我获得的目标价为788-800美元（30/24.72 x 650）。</blockquote></p><p> However, after high COVID gains, do expect some volatility due to inflationary pressures and a high probability of a Freshworks IPO this year.</p><p><blockquote>然而，在新冠疫情大幅上涨之后，由于通胀压力和Freshworks今年IPO的可能性很高，预计会出现一些波动。</blockquote></p><p> Finally, as the world shifts to hybrid work, people need tools that streamline daily tasks and maintain them in the flow of their work. Having realized this earlier on, ServiceNow focuses on delivering services in a way that customers see the value, while at the same time, ensuring that the partner becomes a multiplying force for its products.</p><p><blockquote>最后，随着世界转向混合工作，人们需要简化日常任务并在工作流程中维护它们的工具。ServiceNow很早就意识到了这一点，专注于以客户看到价值的方式提供服务，同时确保合作伙伴成为其产品的倍增力量。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4456215-the-reasons-why-servicenow-deserves-higher-valuations\">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":{"NOW":"ServiceNow"},"source_url":"https://seekingalpha.com/article/4456215-the-reasons-why-servicenow-deserves-higher-valuations","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104395691","content_text":"Summary\n\nServiceNow's IT services management tools help organizations manage the consumption of information technology services.\nThe company operates in a highly competitive market.\nHigh growth with marketing expenses growing to a lesser degree shows that the company has been able to extend its services using collaborative apps development with partners.\nIts ability to expand partnership agreements, as with Microsoft, means more growth at relatively lower costs.\nThe stock remains undervalued compared to a peer, but do expect volatility as FreshWorks launches its IPO in its quest to benefit from the rise of post-pandemic hybrid work.\n\nSundry Photography/iStock Editorial via Getty Images\nAfter having known a sustained upside during the last three years, ServiceNow (NOW) currently trades at trailing price to sales multiples of about 25x or 468% above the IT sector.\nData by YCharts\nThis is a level that is difficult to justify unless the stock presents some specifics which not only justify its high valuations but also show that it is among a handful of software pure plays which have the capacity to generate far higher growth levels.\nFor those who are new to the stock, the company's IT services management (ITSM) tools help organizations manage the consumption of IT services. These tools are most heavily used by information technology service desks and service delivery functions.\nFor this purpose, ServiceNow has one of the richest ecosystems of third-party application integrations and works closely with partners.\nThe partnership model\nA few days back, on September 16, Microsoft (NASDAQ:MSFT) announced a new collaborative app from ServiceNow for bringing employee experiences within Microsoft Teams.\nThe Teams collaborative app introduced by ServiceNow for its Employee Center provides employees with a single portal to find information and make service requests directly in the flow of their work in Teams.\nSource: servicenow.com\nWhile this development by ServiceNow can be classified as just another collaborative app, which is integrated with Microsoft’s software, there is more. Looking from an angle, ServiceNow appears to have taken more of a central role, by embedding its Employee Center at the very core of Microsoft’s apps distribution architecture.\nAlong the same lines, Teams, Microsoft's communication platform offering workspace chat and videoconferencing can be envisioned as the transport medium through which ServiceNow is able to make its app available to a wider audience. Additionally, the ITSM company is doing it in such a way so as to improve user satisfaction and business outcomes.\nLooking in the rear mirror, ServiceNow was already integrated with Teams through a Direct integration profile, but this involved some manual steps. It was the same with Zoom (NASDAQ:ZM). It also has such integrations with Oracle (ORCL), SAP SE (SAP), and many others.\nThus, the new development represents an expansion of ServiceNow's agreement with Microsoft.\nThink aloud, while it is Microsoft that is publicizing the development in its online services-oriented LinkedIn platform, it appears to be more beneficial to ServiceNow. Now, \"publicize\" reminds us of marketing hours spent by product experts in creating awareness about a corporation's product and services, especially the latest capabilities. In this respect, having Microsoft do the work as part of advertising its Team collaborative software is a boon to ServiceNow.\nIt is partly through this way that it has been able to grow revenues much faster, by 145% over three years, whereas SG&A, which comprises sales and marketing expenses have increased by only 109%.\nData by YCharts\nInvestigating further, partners are absolutely critical to continued growth by ServiceNow, as per the organization’s Chief Customer and Partner Officer,Lara Caimi. She says that partners are “critical in terms of achieving what the organization wants to do”. For ServiceNow, partners also play a really important role in bringing the company \"into new C-suite conversations that maybe it was not part of before\". More important, partners drive \"90% of their implementation”.\nTo be realistic, while partnerships do help ServiceNow in selling more, there are also secular trends like digital transformation. However, ITSM remains a highly competitive field.\nThe competition\nGartner's 2021 Magic Quadrant for the ISTM market clearly shows the dominant position of ServiceNow, and this has been the case for the last many years. It is followed by BMC and its Helix ITSM offering. Then, there is also Ivanti, which was born from the merger of LanDesk and Heat Software in 2017.\nOne challenger is Freshworks (FRSH), whose IPO is pending, with Atlassian (NASDAQ:TEAM) being in the Gartner's visionaries quadrant. Looking further, International Business Machines (IBM) which used to form the rear two years back no longer forms part of Gartner's top list.\nThis shows the highly dynamic nature of the competition and Freshworks, which surpassed $300 million in annual recurring revenue (\"ARR\"),growing its business by 40% year-over-year in 2020, builds on its Neo customer data aggregation platform. It has closed two strategic acquisitions and expanded organically as well, with the next major goal being to reach $1 billion in ARR. Freshworks has also complemented its offerings by acquiring AnsweriQ, a provider of AI machine learning for larger enterprises.\nOne noteworthy point is that in 2020, the company unveiled Freshworks CRM. While this is a single platform solution that has a lot of merits, it also helps to shed light on ServiceNow's competitive strategy. In this respect, the ITSM play does not want to compete with companies like Salesforce (CRM) or Workday (WDAY) which excel in Customer Relationship Management and Human Resources respectively. Rather, it aims to work with them as partners, in extending their more department-focused products across the whole enterprise through the provision of third-party apps. These enable cross-functional processes.\nThe ITSM space has taken more importance recently, with the IT department prioritizing centralizing resource management for simplification purposes and to promote cost rationalization. At the same time, stakeholders had to adapt to the transformative changes brought by SaaS (Software as a Service), with all players having made the move to the cloud, but at various degrees of success.\nIn this context, the widening gap between BMC and ServiceNow's in Gartner's Magic Quadrant from 2019 to 2021 shows that the latter has been able to rapidly shift from an in-house deployment model to a SaaS one. This \"successful transition\" is confirmed by the ACV (annual contract value) steadily moving higher as more revenues are derived from monthly subscriptions.\nSource: Company presentation in Seeking Alpha\nAccording to Gartner, ServiceNow scores better ratings, with much more reviewers willing to recommend it compared to BMC. It scores better for Ease of Deployment, User Experience, and of course, Ease of Integration.\nConsequently, benefiting from better technical specifications, ServiceNow's second-quarter subscription billing was $1.328 billion, and for Q3-2021, the expected amount is between $1.4 billion and $1.405 billion, representing not only sequential growth but also 28% to 29% year-over-year growth.\nValuations and key takeaways\nWith one of the richest ecosystems in terms of third-party application integration, ServiceNow has also invested heavily in AI by acquiring the cognitive search capabilities of Attivioin 2019, followed by Passage AI to advance its deep learning capabilities in 2020.\nContinuing with the momentum, with the acquisition of Element AI, ServiceNow has announced plans to create an AI innovation hub in Canada to “accelerate customer-focused AI innovation” on the company’s Now platform.\nAt the same time, the management remains prudent in its acquisition strategy in order \"not to land in spaces\" already occupied by its partners, which would result in competition. Taking as example RPAs or Robotic Process Automation, currently, a hot M&A topic, the President and Chief Executive Officer, Bill McDermott recently mentioned that:\n\n You shouldn’t expect us to make acquisitions in that space, but you should expect us to build our functionality and our capabilities, but also be an open and willing partner for the customers because it’s really about solving their problems.\"\n\nTherefore, ServiceNow should not acquire RPA capabilities, but one can expect it to develop third-party apps around the robotic automation ecosystem, thereby penetrating deeper into corporate processes.\nInvestigating further, developing advanced product integrations comes at a cost, as is evidenced by ServiceNow's lower gross margins compared to peer Atlassian. This signifies that its developers have to spend more time tweaking the platform in order to make sure that their software codes are integrated with partners.\nSource: Seeking Alpha\nStill, relatively lower operating expenses have enabled ServiceNow to generate EBIT margins of 4.54%, not far behind its peer.\nThis has been made possible through a partnership model which enables the company to expand its product globally, and at a relatively lower cost. Hence, looking at the trailing price to sales metric, ServiceNow's undervaluation by 100% compared to Atlassian does not make sense. In this case, just considering 30x multiples, I obtain a target price of $788-800 (30/24.72 x 650), based on the current share price.\nHowever, after high COVID gains, do expect some volatility due to inflationary pressures and a high probability of a Freshworks IPO this year.\nFinally, as the world shifts to hybrid work, people need tools that streamline daily tasks and maintain them in the flow of their work. Having realized this earlier on, ServiceNow focuses on delivering services in a way that customers see the value, while at the same time, ensuring that the partner becomes a multiplying force for its products.","news_type":1,"symbols_score_info":{"NOW":0.9}},"isVote":1,"tweetType":1,"viewCount":1327,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":885736449,"gmtCreate":1631833500981,"gmtModify":1631890093343,"author":{"id":"3578208127574897","authorId":"3578208127574897","name":"ckpham8122","avatar":"https://static.tigerbbs.com/41496b699f9fc3e0075bbf3f4ba67320","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578208127574897","idStr":"3578208127574897"},"themes":[],"htmlText":"Latest","listText":"Latest","text":"Latest","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/885736449","repostId":"1169233466","repostType":4,"repost":{"id":"1169233466","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":1631804939,"share":"https://www.laohu8.com/m/news/1169233466?lang=zh_CN&edition=full","pubTime":"2021-09-16 23:08","market":"us","language":"en","title":"Beyond Meat stock dropped nearly 5% in morning trading<blockquote>Beyond Meat股价早盘下跌近5%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1169233466","media":"Tiger Newspress","summary":"Beyond Meat stock dropped nearly 5% in morning trading after Piper Sandler downgraded the company to","content":"<p>Beyond Meat stock dropped nearly 5% in morning trading after Piper Sandler downgraded the company to an underweight rating.</p><p><blockquote>在Piper Sandler将Beyond Meat评级下调至跑输大盘评级后，该公司股价在早盘交易中下跌近5%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/58f2b15e1f14a11787379dd95a4d8eb6\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Shares of Beyond Meat Inc. took a hit Thursday, after Piper Sandler analyst Michael Lavery turned bearish on the plant-based meat company, citing a weaker growth outlook and concern the outlook for foodservice sales may be overly optimistic.</p><p><blockquote>Piper Sandler分析师Michael Lavery对这家植物性肉类公司持悲观态度，理由是增长前景疲软，并担心餐饮服务销售前景可能过于乐观，周四，该公司股价遭受重创。</blockquote></p><p> Lavery downgraded the stock to underweight, after being at neutral for the past eight months. He cut his price target to $95, which is 14% below Wednesday's closing price, from $120.</p><p><blockquote>在过去八个月保持中性后，拉威利将该股评级下调至跑输大盘。他将目标价从120美元下调至95美元，较周三收盘价低14%。</blockquote></p><p> \"Beyond is an early leader in plant-based meat, but we believe its current all-channel retail momentum lags consensus expectations, and our foodservice estimates may be high, too,\" Lavery wrote in a note to clients.</p><p><blockquote>Lavery在给客户的一份报告中写道：“Beyond是植物性肉类领域的早期领导者，但我们认为其目前的全渠道零售势头落后于普遍预期，我们的餐饮服务预期可能也很高。”</blockquote></p><p> He estimates that the company's U.S. retail sales fell by about 10% in the third quarter, with multi-outlet with convenience store channel sales down 8% and natural channel sales down 27%.</p><p><blockquote>他估计，该公司第三季度美国零售额下降约10%，其中多网点与便利店渠道销售额下降8%，自然渠道销售额下降27%。</blockquote></p><p> \"Beyond's retail sales declines are worse than all of its food peers in our coverage besides B&G Foods,\" Lavery wrote. He rates B&G at neutral.</p><p><blockquote>Lavery写道：“在我们的报道中，Beyond的零售额下降幅度比除B&G Foods之外的所有食品同行都要严重。”他对B&G的评级为中性。</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>Beyond Meat stock dropped nearly 5% in morning trading<blockquote>Beyond Meat股价早盘下跌近5%</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\">\nBeyond Meat stock dropped nearly 5% in morning trading<blockquote>Beyond Meat股价早盘下跌近5%</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\">2021-09-16 23:08</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Beyond Meat stock dropped nearly 5% in morning trading after Piper Sandler downgraded the company to an underweight rating.</p><p><blockquote>在Piper Sandler将Beyond Meat评级下调至跑输大盘评级后，该公司股价在早盘交易中下跌近5%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/58f2b15e1f14a11787379dd95a4d8eb6\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Shares of Beyond Meat Inc. took a hit Thursday, after Piper Sandler analyst Michael Lavery turned bearish on the plant-based meat company, citing a weaker growth outlook and concern the outlook for foodservice sales may be overly optimistic.</p><p><blockquote>Piper Sandler分析师Michael Lavery对这家植物性肉类公司持悲观态度，理由是增长前景疲软，并担心餐饮服务销售前景可能过于乐观，周四，该公司股价遭受重创。</blockquote></p><p> Lavery downgraded the stock to underweight, after being at neutral for the past eight months. He cut his price target to $95, which is 14% below Wednesday's closing price, from $120.</p><p><blockquote>在过去八个月保持中性后，拉威利将该股评级下调至跑输大盘。他将目标价从120美元下调至95美元，较周三收盘价低14%。</blockquote></p><p> \"Beyond is an early leader in plant-based meat, but we believe its current all-channel retail momentum lags consensus expectations, and our foodservice estimates may be high, too,\" Lavery wrote in a note to clients.</p><p><blockquote>Lavery在给客户的一份报告中写道：“Beyond是植物性肉类领域的早期领导者，但我们认为其目前的全渠道零售势头落后于普遍预期，我们的餐饮服务预期可能也很高。”</blockquote></p><p> He estimates that the company's U.S. retail sales fell by about 10% in the third quarter, with multi-outlet with convenience store channel sales down 8% and natural channel sales down 27%.</p><p><blockquote>他估计，该公司第三季度美国零售额下降约10%，其中多网点与便利店渠道销售额下降8%，自然渠道销售额下降27%。</blockquote></p><p> \"Beyond's retail sales declines are worse than all of its food peers in our coverage besides B&G Foods,\" Lavery wrote. He rates B&G at neutral.</p><p><blockquote>Lavery写道：“在我们的报道中，Beyond的零售额下降幅度比除B&G Foods之外的所有食品同行都要严重。”他对B&G的评级为中性。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BYND":"Beyond Meat, Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169233466","content_text":"Beyond Meat stock dropped nearly 5% in morning trading after Piper Sandler downgraded the company to an underweight rating.\n\nShares of Beyond Meat Inc. took a hit Thursday, after Piper Sandler analyst Michael Lavery turned bearish on the plant-based meat company, citing a weaker growth outlook and concern the outlook for foodservice sales may be overly optimistic.\nLavery downgraded the stock to underweight, after being at neutral for the past eight months. He cut his price target to $95, which is 14% below Wednesday's closing price, from $120.\n\"Beyond is an early leader in plant-based meat, but we believe its current all-channel retail momentum lags consensus expectations, and our foodservice estimates may be high, too,\" Lavery wrote in a note to clients.\nHe estimates that the company's U.S. retail sales fell by about 10% in the third quarter, with multi-outlet with convenience store channel sales down 8% and natural channel sales down 27%.\n\"Beyond's retail sales declines are worse than all of its food peers in our coverage besides B&G Foods,\" Lavery wrote. He rates B&G at neutral.","news_type":1,"symbols_score_info":{"BYND":0.9}},"isVote":1,"tweetType":1,"viewCount":1439,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":881886717,"gmtCreate":1631323815839,"gmtModify":1631890093357,"author":{"id":"3578208127574897","authorId":"3578208127574897","name":"ckpham8122","avatar":"https://static.tigerbbs.com/41496b699f9fc3e0075bbf3f4ba67320","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578208127574897","idStr":"3578208127574897"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/881886717","repostId":"2166711943","repostType":4,"isVote":1,"tweetType":1,"viewCount":1843,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":880546210,"gmtCreate":1631067694130,"gmtModify":1631890093366,"author":{"id":"3578208127574897","authorId":"3578208127574897","name":"ckpham8122","avatar":"https://static.tigerbbs.com/41496b699f9fc3e0075bbf3f4ba67320","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578208127574897","idStr":"3578208127574897"},"themes":[],"htmlText":"Latest","listText":"Latest","text":"Latest","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/880546210","repostId":"2165350503","repostType":4,"isVote":1,"tweetType":1,"viewCount":2555,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":817578448,"gmtCreate":1630977862584,"gmtModify":1631890093379,"author":{"id":"3578208127574897","authorId":"3578208127574897","name":"ckpham8122","avatar":"https://static.tigerbbs.com/41496b699f9fc3e0075bbf3f4ba67320","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578208127574897","idStr":"3578208127574897"},"themes":[],"htmlText":"Latest","listText":"Latest","text":"Latest","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/817578448","repostId":"1111718235","repostType":4,"isVote":1,"tweetType":1,"viewCount":1449,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":814874587,"gmtCreate":1630809264849,"gmtModify":1631890093388,"author":{"id":"3578208127574897","authorId":"3578208127574897","name":"ckpham8122","avatar":"https://static.tigerbbs.com/41496b699f9fc3e0075bbf3f4ba67320","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578208127574897","idStr":"3578208127574897"},"themes":[],"htmlText":"Latest","listText":"Latest","text":"Latest","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/814874587","repostId":"1186003479","repostType":4,"isVote":1,"tweetType":1,"viewCount":1812,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":814029697,"gmtCreate":1630729569519,"gmtModify":1631890093403,"author":{"id":"3578208127574897","authorId":"3578208127574897","name":"ckpham8122","avatar":"https://static.tigerbbs.com/41496b699f9fc3e0075bbf3f4ba67320","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578208127574897","idStr":"3578208127574897"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/814029697","repostId":"2164803577","repostType":4,"isVote":1,"tweetType":1,"viewCount":1832,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":811257618,"gmtCreate":1630329584434,"gmtModify":1704958520063,"author":{"id":"3578208127574897","authorId":"3578208127574897","name":"ckpham8122","avatar":"https://static.tigerbbs.com/41496b699f9fc3e0075bbf3f4ba67320","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578208127574897","idStr":"3578208127574897"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/811257618","repostId":"1186152087","repostType":4,"repost":{"id":"1186152087","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":1630325323,"share":"https://www.laohu8.com/m/news/1186152087?lang=zh_CN&edition=full","pubTime":"2021-08-30 20:08","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=1186152087","media":"Tiger Newspress","summary":"Futures tracking the S&P 500 and Nasdaq hit all-time highs on Monday as dovish remarks from the Fede","content":"<p>Futures tracking the S&P 500 and Nasdaq hit all-time highs on Monday as dovish remarks from the Federal Reserve last week bolstered optimism in an economic rebound and eased fears of a sudden tapering in monetary stimulus.</p><p><blockquote>由于美联储上周的鸽派言论提振了人们对经济反弹的乐观情绪，缓解了人们对货币刺激突然缩减的担忧，追踪标普500和纳斯达克的期货周一触及历史高点。</blockquote></p><p> At 8:05 a.m. ET, Dow E-minis were up 15 points, or 0.04%, S&P 500 E-minis were up 3.75 points, or 0.08% and Nasdaq 100 E-minis were up 16 points, or 0.1%.</p><p><blockquote>截至美国东部时间上午8:05，道琼斯电子迷你指数上涨15点，涨幅0.04%，标普500电子迷你指数上涨3.75点，涨幅0.08%，纳斯达克100电子迷你指数上涨16点，涨幅0.1%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/27c0e01c1d14fc693b68c610d2bd0336\" tg-width=\"986\" tg-height=\"325\" width=\"100%\" height=\"auto\"><span>*Source From Tiger Trade, EST 08:05</span></p><p><blockquote><p class=\"t-img-caption\"><span>*来源自Tiger Trade，美国东部时间08:05</span></p></blockquote></p><p> Wall Street's main indexes have consistently hit record highs this month, putting the benchmark index(.SPX)on course for its seventh monthly gain in a row, even as U.S. economic growth showed signs of slowing and rising cases of the Delta variant raised fears of more lockdowns.</p><p><blockquote>华尔街主要股指本月持续创下历史新高，基准指数(.SPX)有望连续第七个月上涨，尽管美国经济增长显示出放缓迹象，且德尔塔变异毒株病例不断增加引发了人们对更多封锁的担忧。</blockquote></p><p> Fed Chair Jerome Powell on Friday reaffirmed a steady economic recovery and explained why there was no rush to tighten policy as the central bank tries to nurse the economy to full employment.</p><p><blockquote>美联储主席杰罗姆·鲍威尔周五重申了经济稳步复苏，并解释了为什么在央行试图促进经济充分就业时不急于收紧政策。</blockquote></p><p> All eyes this week will be on the Labor Department's monthly jobs report, which could set the stage for the Fed's Sept. 21-22 policy meeting.</p><p><blockquote>本周所有人的目光都将集中在劳工部的月度就业报告上，该报告可能为美联储9月21日至22日的政策会议奠定基础。</blockquote></p><p> <b>Stocks making the biggest moves in the premarket:</b></p><p><blockquote><b>盘前涨幅最大的股票：</b></blockquote></p><p> <a href=\"https://laohu8.com/S/AFRM\">Affirm Holdings, Inc.</a> – Affirm rocketed 41.2% in premarket trading after the digital payments specialistannounced a partnershipwithAmazon.com(AMZN) that will allow Amazon customers to pay over time for purchases of $50 or more.</p><p><blockquote><a href=\"https://laohu8.com/S/AFRM\">确认控股公司。</a>-数字支付专家Affirm宣布与亚马逊(AMZN)建立合作伙伴关系，允许亚马逊客户为购买50美元或以上的商品分期付款后，该公司在盘前交易中股价飙升41.2%。</blockquote></p><p> <a href=\"https://laohu8.com/S/MRNA\">Moderna, Inc.</a> – Moderna fell 2.7% in the premarket after 1 million more Covid-19 vaccine doses were pulled from circulation in Japan on contamination concerns. An initial withdrawal of 1.63 million doses had taken place last week after foreign substances were found in some batches, with contamination now linked to two deaths. Spain’s Rovi, which bottles the vaccines for markets outside the U.S., said it is investigating the issue.</p><p><blockquote><a href=\"https://laohu8.com/S/MRNA\">莫德纳公司。</a>-Moderna盘前下跌2.7%，此前出于污染担忧，又有100万剂Covid-19疫苗从日本流通中撤出。上周，在一些批次中发现异物后，最初撤回了163万剂疫苗，目前污染已导致两人死亡。为美国以外市场瓶装疫苗的西班牙Rovi公司表示，正在调查这一问题。</blockquote></p><p> <a href=\"https://laohu8.com/S/GSAT\">Globalstar</a> – The satellite services provider soared 41.3% higher in premarket action following a report in AppleInsider that the iPhone 13 will have the ability to utilize satellite communications.</p><p><blockquote><a href=\"https://laohu8.com/S/GSAT\">Globalstar</a>-在AppleInsider报道iPhone 13将能够利用卫星通信后，该卫星服务提供商在盘前股价飙升41.3%。</blockquote></p><p> <a href=\"https://laohu8.com/S/LI\">Li Auto</a> – Li Auto reported a smaller-than-expected loss and revenue that exceeded analysts’ forecasts for its latest quarter. The China-based electric vehicle maker also said it delivered 17,575 vehicles during the quarter, a 166% increase over a year earlier. Li Auto shares gained 2.3% in premarket trading.</p><p><blockquote><a href=\"https://laohu8.com/S/LI\">理想汽车</a>-理想汽车公布的最新季度亏损小于预期，营收超出分析师预期。这家总部位于中国的电动汽车制造商还表示，本季度交付了17,575辆汽车，同比增长166%。理想汽车股价在盘前交易中上涨2.3%。</blockquote></p><p> <a href=\"https://laohu8.com/S/HRC\">Hill-Rom</a> – Hill-Rom is in advanced talks to be acquired by health-care products makerBaxter International(BAX), according to people familiar with the matter who spoke to The Wall Street Journal. The potential deal for the medical equipment maker is about $10 billion or $150 per share, compared to Hill-Rom’s Friday close of $132.90. Hill-Rom rallied 8.7% in the premarket.</p><p><blockquote><a href=\"https://laohu8.com/S/HRC\">希尔-罗姆</a>-据接受《华尔街日报》采访的知情人士透露，Hill-Rom正在就被医疗保健产品制造商百特国际(BAX)收购进行深入谈判。这家医疗设备制造商的潜在交易金额约为100亿美元，即每股150美元，而Hill-Rom周五收盘价为132.90美元。Hill-Rom盘前上涨8.7%。</blockquote></p><p> <a href=\"https://laohu8.com/S/WEBR\">Weber Inc.</a> – The grill maker, which went public earlier this month, is up 3.8% in premarket trading after Goldman Sachs initiated coverage with a “buy” rating and J.P. Morgan Securities rated the stock “overweight.” The firms cited Weber’s leading position in the global market as well as pricing power.</p><p><blockquote><a href=\"https://laohu8.com/S/WEBR\">韦伯公司。</a>-这家本月早些时候上市的烧烤制造商在盘前交易中上涨3.8%，此前高盛首次给予该股“买入”评级，摩根大通证券将该股评级为“跑赢大盘”。两家公司引用了韦伯在全球市场的领先地位以及定价权。</blockquote></p><p> <a href=\"https://laohu8.com/S/LEVI\">Levi Strauss & Co</a> – The apparel maker’s shares rose 1% in the premarket after Wells Fargo initiated coverage with an “overweight rating.” Wells Fargo points to a consensus that a new denim cycle has taken hold, and the company’s position as one of the higher quality global brands.</p><p><blockquote><a href=\"https://laohu8.com/S/LEVI\">李维斯公司</a>-富国银行首次给予“跑赢大盘评级”后，该服装制造商的股价在盘前上涨1%。富国银行指出，人们一致认为，新的牛仔布周期已经形成，该公司作为更高质量的全球品牌之一的地位。</blockquote></p><p> <a href=\"https://laohu8.com/S/CTLT\">Catalent</a> – The contract drug manufacturer struck a deal to buy nutritional supplement maker Bettera from private-equity firm Highlander partners for $1 billion. Separately, Catalent reported better-than-expected earnings and revenue for its fiscal fourth quarter, and the stock jumped 2.2% in the premarket.</p><p><blockquote><a href=\"https://laohu8.com/S/CTLT\">Catalent</a>-合同药品制造商达成协议，以10亿美元从私募股权公司Highlander partners手中收购营养补充剂制造商Bettera。另外，康泰伦特公布的第四财季盈利和收入好于预期，该股盘前上涨2.2%。</blockquote></p><p> <a href=\"https://laohu8.com/S/SPRT\">Support.com</a> – Support.com surged 46.2% in the premarket after the provider of technical support saw its stock rise for the past seven sessions in a row and jump 223% over that stretch. There has been no news of significance from the company over that stretch.</p><p><blockquote><a href=\"https://laohu8.com/S/SPRT\">Support.com</a>-技术支持提供商Support.com的股价在过去七个交易日连续上涨，并在此期间上涨了223%，股价在盘前飙升46.2%。在此期间，该公司没有任何重大消息。</blockquote></p><p> <a href=\"https://laohu8.com/S/GNRC\">Generac</a> – Generac remains on watch after rising for the past eight sessions in a row, with the maker of backup generators benefiting from demand increases stemming from weather-related disruptions. The stock has jumped 12.1% during the win streak.</p><p><blockquote><a href=\"https://laohu8.com/S/GNRC\">通用</a>-Generac在过去连续八个交易日上涨后仍受到关注，这家备用发电机制造商受益于天气相关中断导致的需求增长。该股在连胜期间上涨了12.1%。</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; 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\">\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\">2021-08-30 20:08</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Futures tracking the S&P 500 and Nasdaq hit all-time highs on Monday as dovish remarks from the Federal Reserve last week bolstered optimism in an economic rebound and eased fears of a sudden tapering in monetary stimulus.</p><p><blockquote>由于美联储上周的鸽派言论提振了人们对经济反弹的乐观情绪，缓解了人们对货币刺激突然缩减的担忧，追踪标普500和纳斯达克的期货周一触及历史高点。</blockquote></p><p> At 8:05 a.m. ET, Dow E-minis were up 15 points, or 0.04%, S&P 500 E-minis were up 3.75 points, or 0.08% and Nasdaq 100 E-minis were up 16 points, or 0.1%.</p><p><blockquote>截至美国东部时间上午8:05，道琼斯电子迷你指数上涨15点，涨幅0.04%，标普500电子迷你指数上涨3.75点，涨幅0.08%，纳斯达克100电子迷你指数上涨16点，涨幅0.1%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/27c0e01c1d14fc693b68c610d2bd0336\" tg-width=\"986\" tg-height=\"325\" width=\"100%\" height=\"auto\"><span>*Source From Tiger Trade, EST 08:05</span></p><p><blockquote><p class=\"t-img-caption\"><span>*来源自Tiger Trade，美国东部时间08:05</span></p></blockquote></p><p> Wall Street's main indexes have consistently hit record highs this month, putting the benchmark index(.SPX)on course for its seventh monthly gain in a row, even as U.S. economic growth showed signs of slowing and rising cases of the Delta variant raised fears of more lockdowns.</p><p><blockquote>华尔街主要股指本月持续创下历史新高，基准指数(.SPX)有望连续第七个月上涨，尽管美国经济增长显示出放缓迹象，且德尔塔变异毒株病例不断增加引发了人们对更多封锁的担忧。</blockquote></p><p> Fed Chair Jerome Powell on Friday reaffirmed a steady economic recovery and explained why there was no rush to tighten policy as the central bank tries to nurse the economy to full employment.</p><p><blockquote>美联储主席杰罗姆·鲍威尔周五重申了经济稳步复苏，并解释了为什么在央行试图促进经济充分就业时不急于收紧政策。</blockquote></p><p> All eyes this week will be on the Labor Department's monthly jobs report, which could set the stage for the Fed's Sept. 21-22 policy meeting.</p><p><blockquote>本周所有人的目光都将集中在劳工部的月度就业报告上，该报告可能为美联储9月21日至22日的政策会议奠定基础。</blockquote></p><p> <b>Stocks making the biggest moves in the premarket:</b></p><p><blockquote><b>盘前涨幅最大的股票：</b></blockquote></p><p> <a href=\"https://laohu8.com/S/AFRM\">Affirm Holdings, Inc.</a> – Affirm rocketed 41.2% in premarket trading after the digital payments specialistannounced a partnershipwithAmazon.com(AMZN) that will allow Amazon customers to pay over time for purchases of $50 or more.</p><p><blockquote><a href=\"https://laohu8.com/S/AFRM\">确认控股公司。</a>-数字支付专家Affirm宣布与亚马逊(AMZN)建立合作伙伴关系，允许亚马逊客户为购买50美元或以上的商品分期付款后，该公司在盘前交易中股价飙升41.2%。</blockquote></p><p> <a href=\"https://laohu8.com/S/MRNA\">Moderna, Inc.</a> – Moderna fell 2.7% in the premarket after 1 million more Covid-19 vaccine doses were pulled from circulation in Japan on contamination concerns. An initial withdrawal of 1.63 million doses had taken place last week after foreign substances were found in some batches, with contamination now linked to two deaths. Spain’s Rovi, which bottles the vaccines for markets outside the U.S., said it is investigating the issue.</p><p><blockquote><a href=\"https://laohu8.com/S/MRNA\">莫德纳公司。</a>-Moderna盘前下跌2.7%，此前出于污染担忧，又有100万剂Covid-19疫苗从日本流通中撤出。上周，在一些批次中发现异物后，最初撤回了163万剂疫苗，目前污染已导致两人死亡。为美国以外市场瓶装疫苗的西班牙Rovi公司表示，正在调查这一问题。</blockquote></p><p> <a href=\"https://laohu8.com/S/GSAT\">Globalstar</a> – The satellite services provider soared 41.3% higher in premarket action following a report in AppleInsider that the iPhone 13 will have the ability to utilize satellite communications.</p><p><blockquote><a href=\"https://laohu8.com/S/GSAT\">Globalstar</a>-在AppleInsider报道iPhone 13将能够利用卫星通信后，该卫星服务提供商在盘前股价飙升41.3%。</blockquote></p><p> <a href=\"https://laohu8.com/S/LI\">Li Auto</a> – Li Auto reported a smaller-than-expected loss and revenue that exceeded analysts’ forecasts for its latest quarter. The China-based electric vehicle maker also said it delivered 17,575 vehicles during the quarter, a 166% increase over a year earlier. Li Auto shares gained 2.3% in premarket trading.</p><p><blockquote><a href=\"https://laohu8.com/S/LI\">理想汽车</a>-理想汽车公布的最新季度亏损小于预期，营收超出分析师预期。这家总部位于中国的电动汽车制造商还表示，本季度交付了17,575辆汽车，同比增长166%。理想汽车股价在盘前交易中上涨2.3%。</blockquote></p><p> <a href=\"https://laohu8.com/S/HRC\">Hill-Rom</a> – Hill-Rom is in advanced talks to be acquired by health-care products makerBaxter International(BAX), according to people familiar with the matter who spoke to The Wall Street Journal. The potential deal for the medical equipment maker is about $10 billion or $150 per share, compared to Hill-Rom’s Friday close of $132.90. Hill-Rom rallied 8.7% in the premarket.</p><p><blockquote><a href=\"https://laohu8.com/S/HRC\">希尔-罗姆</a>-据接受《华尔街日报》采访的知情人士透露，Hill-Rom正在就被医疗保健产品制造商百特国际(BAX)收购进行深入谈判。这家医疗设备制造商的潜在交易金额约为100亿美元，即每股150美元，而Hill-Rom周五收盘价为132.90美元。Hill-Rom盘前上涨8.7%。</blockquote></p><p> <a href=\"https://laohu8.com/S/WEBR\">Weber Inc.</a> – The grill maker, which went public earlier this month, is up 3.8% in premarket trading after Goldman Sachs initiated coverage with a “buy” rating and J.P. Morgan Securities rated the stock “overweight.” The firms cited Weber’s leading position in the global market as well as pricing power.</p><p><blockquote><a href=\"https://laohu8.com/S/WEBR\">韦伯公司。</a>-这家本月早些时候上市的烧烤制造商在盘前交易中上涨3.8%，此前高盛首次给予该股“买入”评级，摩根大通证券将该股评级为“跑赢大盘”。两家公司引用了韦伯在全球市场的领先地位以及定价权。</blockquote></p><p> <a href=\"https://laohu8.com/S/LEVI\">Levi Strauss & Co</a> – The apparel maker’s shares rose 1% in the premarket after Wells Fargo initiated coverage with an “overweight rating.” Wells Fargo points to a consensus that a new denim cycle has taken hold, and the company’s position as one of the higher quality global brands.</p><p><blockquote><a href=\"https://laohu8.com/S/LEVI\">李维斯公司</a>-富国银行首次给予“跑赢大盘评级”后，该服装制造商的股价在盘前上涨1%。富国银行指出，人们一致认为，新的牛仔布周期已经形成，该公司作为更高质量的全球品牌之一的地位。</blockquote></p><p> <a href=\"https://laohu8.com/S/CTLT\">Catalent</a> – The contract drug manufacturer struck a deal to buy nutritional supplement maker Bettera from private-equity firm Highlander partners for $1 billion. Separately, Catalent reported better-than-expected earnings and revenue for its fiscal fourth quarter, and the stock jumped 2.2% in the premarket.</p><p><blockquote><a href=\"https://laohu8.com/S/CTLT\">Catalent</a>-合同药品制造商达成协议，以10亿美元从私募股权公司Highlander partners手中收购营养补充剂制造商Bettera。另外，康泰伦特公布的第四财季盈利和收入好于预期，该股盘前上涨2.2%。</blockquote></p><p> <a href=\"https://laohu8.com/S/SPRT\">Support.com</a> – Support.com surged 46.2% in the premarket after the provider of technical support saw its stock rise for the past seven sessions in a row and jump 223% over that stretch. There has been no news of significance from the company over that stretch.</p><p><blockquote><a href=\"https://laohu8.com/S/SPRT\">Support.com</a>-技术支持提供商Support.com的股价在过去七个交易日连续上涨，并在此期间上涨了223%，股价在盘前飙升46.2%。在此期间，该公司没有任何重大消息。</blockquote></p><p> <a href=\"https://laohu8.com/S/GNRC\">Generac</a> – Generac remains on watch after rising for the past eight sessions in a row, with the maker of backup generators benefiting from demand increases stemming from weather-related disruptions. The stock has jumped 12.1% during the win streak.</p><p><blockquote><a href=\"https://laohu8.com/S/GNRC\">通用</a>-Generac在过去连续八个交易日上涨后仍受到关注，这家备用发电机制造商受益于天气相关中断导致的需求增长。该股在连胜期间上涨了12.1%。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186152087","content_text":"Futures tracking the S&P 500 and Nasdaq hit all-time highs on Monday as dovish remarks from the Federal Reserve last week bolstered optimism in an economic rebound and eased fears of a sudden tapering in monetary stimulus.\nAt 8:05 a.m. ET, Dow E-minis were up 15 points, or 0.04%, S&P 500 E-minis were up 3.75 points, or 0.08% and Nasdaq 100 E-minis were up 16 points, or 0.1%.\n*Source From Tiger Trade, EST 08:05\nWall Street's main indexes have consistently hit record highs this month, putting the benchmark index(.SPX)on course for its seventh monthly gain in a row, even as U.S. economic growth showed signs of slowing and rising cases of the Delta variant raised fears of more lockdowns.\nFed Chair Jerome Powell on Friday reaffirmed a steady economic recovery and explained why there was no rush to tighten policy as the central bank tries to nurse the economy to full employment.\nAll eyes this week will be on the Labor Department's monthly jobs report, which could set the stage for the Fed's Sept. 21-22 policy meeting.\nStocks making the biggest moves in the premarket:\nAffirm Holdings, Inc. – Affirm rocketed 41.2% in premarket trading after the digital payments specialistannounced a partnershipwithAmazon.com(AMZN) that will allow Amazon customers to pay over time for purchases of $50 or more.\nModerna, Inc. – Moderna fell 2.7% in the premarket after 1 million more Covid-19 vaccine doses were pulled from circulation in Japan on contamination concerns. An initial withdrawal of 1.63 million doses had taken place last week after foreign substances were found in some batches, with contamination now linked to two deaths. Spain’s Rovi, which bottles the vaccines for markets outside the U.S., said it is investigating the issue.\nGlobalstar – The satellite services provider soared 41.3% higher in premarket action following a report in AppleInsider that the iPhone 13 will have the ability to utilize satellite communications.\nLi Auto – Li Auto reported a smaller-than-expected loss and revenue that exceeded analysts’ forecasts for its latest quarter. The China-based electric vehicle maker also said it delivered 17,575 vehicles during the quarter, a 166% increase over a year earlier. Li Auto shares gained 2.3% in premarket trading.\nHill-Rom – Hill-Rom is in advanced talks to be acquired by health-care products makerBaxter International(BAX), according to people familiar with the matter who spoke to The Wall Street Journal. The potential deal for the medical equipment maker is about $10 billion or $150 per share, compared to Hill-Rom’s Friday close of $132.90. Hill-Rom rallied 8.7% in the premarket.\nWeber Inc. – The grill maker, which went public earlier this month, is up 3.8% in premarket trading after Goldman Sachs initiated coverage with a “buy” rating and J.P. Morgan Securities rated the stock “overweight.” The firms cited Weber’s leading position in the global market as well as pricing power.\nLevi Strauss & Co – The apparel maker’s shares rose 1% in the premarket after Wells Fargo initiated coverage with an “overweight rating.” Wells Fargo points to a consensus that a new denim cycle has taken hold, and the company’s position as one of the higher quality global brands.\nCatalent – The contract drug manufacturer struck a deal to buy nutritional supplement maker Bettera from private-equity firm Highlander partners for $1 billion. Separately, Catalent reported better-than-expected earnings and revenue for its fiscal fourth quarter, and the stock jumped 2.2% in the premarket.\nSupport.com – Support.com surged 46.2% in the premarket after the provider of technical support saw its stock rise for the past seven sessions in a row and jump 223% over that stretch. There has been no news of significance from the company over that stretch.\nGenerac – Generac remains on watch after rising for the past eight sessions in a row, with the maker of backup generators benefiting from demand increases stemming from weather-related disruptions. The stock has jumped 12.1% during the win streak.","news_type":1,"symbols_score_info":{".IXIC":0.9,".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":1748,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":813182438,"gmtCreate":1630151923424,"gmtModify":1704956573146,"author":{"id":"3578208127574897","authorId":"3578208127574897","name":"ckpham8122","avatar":"https://static.tigerbbs.com/41496b699f9fc3e0075bbf3f4ba67320","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578208127574897","idStr":"3578208127574897"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/813182438","repostId":"2162733980","repostType":4,"isVote":1,"tweetType":1,"viewCount":2853,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":837077752,"gmtCreate":1629850656376,"gmtModify":1631890093436,"author":{"id":"3578208127574897","authorId":"3578208127574897","name":"ckpham8122","avatar":"https://static.tigerbbs.com/41496b699f9fc3e0075bbf3f4ba67320","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578208127574897","idStr":"3578208127574897"},"themes":[],"htmlText":"Latest","listText":"Latest","text":"Latest","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/837077752","repostId":"2162087564","repostType":4,"isVote":1,"tweetType":1,"viewCount":1479,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":false}