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Eskay_Tew

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- Eskay_TewEskay_Tew
  ·2021-12-22
  The trend now
  非常抱歉，此主贴已删除
  2,096 评论
  1
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- Eskay_TewEskay_Tew
  ·2021-12-22
  Wow
  Apple And Disney Merging Into A Single Company? Bob Iger Says It Was A Real Possibility If Not For Steve Jobs' Demise
  he Walt Disney Co and Apple Inc would have ended up discussing a merger between the companies if Ste
  Apple And Disney Merging Into A Single Company? Bob Iger Says It Was A Real Possibility If Not For Steve Jobs' Demise
  1,875 评论
  3
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- Eskay_TewEskay_Tew
  ·2021-11-14
  Hi to high
  非常抱歉，此主贴已删除
  1,437 3
  4
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- Eskay_TewEskay_Tew
  ·2021-11-13
  $FSR 20211119 10.0 PUT(FSR)$keep it up~ up~
  2,286 1
  5
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- Eskay_TewEskay_Tew
  ·2021-11-12
  Great
  非常抱歉，此主贴已删除
  1,838 1
  6
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- Eskay_TewEskay_Tew
  ·2021-11-02
  Excellent
  EV stocks rose in Monday morning trading
  EV stocks rose in Monday morning trading.Tesla,Xpeng Motors,Li Auto,Lordstown Motors,Lucid,Nikola,Fi
  EV stocks rose in Monday morning trading
  1,614 1
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- Eskay_TewEskay_Tew
  ·2021-10-30
  Great
  非常抱歉，此主贴已删除
  2,474 1
  6
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- Eskay_TewEskay_Tew
  ·2021-10-28
  Health-care as in evergreen
  AbbVie Takes Another Step Toward Its Post-Humira Future
  Since AbbVie(NYSE:ABBV) began trading in December 2012, it has left the S&P 500 in the dust. AbbVie
  AbbVie Takes Another Step Toward Its Post-Humira Future
  2,289 评论
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- Eskay_TewEskay_Tew
  ·2021-10-24
  Microsoft have lots room to market growth
  The PC slowdown shouldn't hurt Microsoft earnings, and here's why
  Growth from Azure and other cloud products should mask over any disappointment from supply-chain iss
  The PC slowdown shouldn't hurt Microsoft earnings, and here's why
  1,847 2
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- Eskay_TewEskay_Tew
  ·2021-10-19
  Market reopening.. Border reopening.. Are you ready
  非常抱歉，此主贴已删除
  2,496 1
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Bob Iger Says It Was A Real Possibility If Not For Steve Jobs' Demise","url":"https://stock-news.laohu8.com/highlight/detail?id=1123262270","media":"Benzinga","summary":"he Walt Disney Co and Apple Inc would have ended up discussing a merger between the companies if Ste","content":"<p><b>he Walt Disney Co</b>&nbsp;and&nbsp;<b>Apple Inc</b>&nbsp;would have ended up discussing a merger between the companies if&nbsp;<b>Steve Jobs</b>&nbsp;would have been alive, Disney Chair&nbsp;<b>Bob Iger</b>&nbsp;said in an interview Tuesday.</p>\n<p><b>What Happened:</b>Iger told CNBC that, while Jobs and him never actually discussed a merger, he said a deal would have “gotten there,”reported&nbsp;Apple Insider.</p>\n<p>Jobs was passionate about “everything that Disney did,” said Iger. The Disney Chair said the intersection of liberal arts and technology made Jobs’ “heart sing.”</p>\n<p>Disney’s content would be a natural fit for the iPhone maker, said Iger. On the merger between the two companies, he said, “I'm pretty convinced we would have had that discussion.”</p>\n<p><b>Why It Matters:</b>The Disney executive also revealed how he spent months getting to know Jobs, who was an investor and co-founder of&nbsp;<b>Pixar Studios</b>. The bond between the two reportedly grew when Disney acquired the studio.</p>\n<p>The acquisition made Jobs Disney’s largest shareholder and a board member of the entertainment behemoth.</p>\n<p>Jobs in turn selected Iger to succeed him on the Apple board of directors. Iger exited as a board member in 2019.</p>\n<p>Iger stepped down as Disney CEO in 2020. He will officially give up the role of Chair&nbsp;at the end of 2021.</p>\n<p>In the interview, Iger said that he&nbsp;began thinking about stepping down&nbsp;after he became too dismissive of other people’s opinions.</p>\n<p><b>Price Action:</b>On Tuesday, Disney shares closed 3.1% higher at $151.05 in the regular session. On the same day, Apple shares ended the regular session 1.9% higher at $172.99 and fell 0.2% in the after-hours session.</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>Apple And Disney Merging Into A Single Company? Bob Iger Says It Was A Real Possibility If Not For Steve Jobs' Demise</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple And Disney Merging Into A Single Company? Bob Iger Says It Was A Real Possibility If Not For Steve Jobs' Demise\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-12-22 13:27</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p><b>he Walt Disney Co</b>&nbsp;and&nbsp;<b>Apple Inc</b>&nbsp;would have ended up discussing a merger between the companies if&nbsp;<b>Steve Jobs</b>&nbsp;would have been alive, Disney Chair&nbsp;<b>Bob Iger</b>&nbsp;said in an interview Tuesday.</p>\n<p><b>What Happened:</b>Iger told CNBC that, while Jobs and him never actually discussed a merger, he said a deal would have “gotten there,”reported&nbsp;Apple Insider.</p>\n<p>Jobs was passionate about “everything that Disney did,” said Iger. The Disney Chair said the intersection of liberal arts and technology made Jobs’ “heart sing.”</p>\n<p>Disney’s content would be a natural fit for the iPhone maker, said Iger. On the merger between the two companies, he said, “I'm pretty convinced we would have had that discussion.”</p>\n<p><b>Why It Matters:</b>The Disney executive also revealed how he spent months getting to know Jobs, who was an investor and co-founder of&nbsp;<b>Pixar Studios</b>. The bond between the two reportedly grew when Disney acquired the studio.</p>\n<p>The acquisition made Jobs Disney’s largest shareholder and a board member of the entertainment behemoth.</p>\n<p>Jobs in turn selected Iger to succeed him on the Apple board of directors. Iger exited as a board member in 2019.</p>\n<p>Iger stepped down as Disney CEO in 2020. He will officially give up the role of Chair&nbsp;at the end of 2021.</p>\n<p>In the interview, Iger said that he&nbsp;began thinking about stepping down&nbsp;after he became too dismissive of other people’s opinions.</p>\n<p><b>Price Action:</b>On Tuesday, Disney shares closed 3.1% higher at $151.05 in the regular session. On the same day, Apple shares ended the regular session 1.9% higher at $172.99 and fell 0.2% in the after-hours session.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123262270","content_text":"he Walt Disney Co and Apple Inc would have ended up discussing a merger between the companies if Steve Jobs would have been alive, Disney Chair Bob Iger said in an interview Tuesday.\nWhat Happened:Iger told CNBC that, while Jobs and him never actually discussed a merger, he said a deal would have “gotten there,”reported Apple Insider.\nJobs was passionate about “everything that Disney did,” said Iger. The Disney Chair said the intersection of liberal arts and technology made Jobs’ “heart sing.”\nDisney’s content would be a natural fit for the iPhone maker, said Iger. On the merger between the two companies, he said, “I'm pretty convinced we would have had that discussion.”\nWhy It Matters:The Disney executive also revealed how he spent months getting to know Jobs, who was an investor and co-founder of Pixar Studios. The bond between the two reportedly grew when Disney acquired the studio.\nThe acquisition made Jobs Disney’s largest shareholder and a board member of the entertainment behemoth.\nJobs in turn selected Iger to succeed him on the Apple board of directors. Iger exited as a board member in 2019.\nIger stepped down as Disney CEO in 2020. He will officially give up the role of Chair at the end of 2021.\nIn the interview, Iger said that he began thinking about stepping down after he became too dismissive of other people’s opinions.\nPrice Action:On Tuesday, Disney shares closed 3.1% higher at $151.05 in the regular session. On the same day, Apple shares ended the regular session 1.9% higher at $172.99 and fell 0.2% in the after-hours session.","news_type":1,"symbols_score_info":{"AAPL":0.9,"DIS":0.9}},"isVote":1,"tweetType":1,"viewCount":1875,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":873339557,"gmtCreate":1636855540004,"gmtModify":1636855540222,"author":{"id":"3578561972068295","authorId":"3578561972068295","name":"Eskay_Tew","avatar":"https://static.tigerbbs.com/c955d556458f3e647eb3cbf75c2f8f54","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578561972068295","authorIdStr":"3578561972068295"},"themes":[],"htmlText":"Hi to high","listText":"Hi to high","text":"Hi to high","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/873339557","repostId":"873945561","repostType":1,"isVote":1,"tweetType":1,"viewCount":1437,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":879433341,"gmtCreate":1636761488438,"gmtModify":1636761488669,"author":{"id":"3578561972068295","authorId":"3578561972068295","name":"Eskay_Tew","avatar":"https://static.tigerbbs.com/c955d556458f3e647eb3cbf75c2f8f54","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578561972068295","authorIdStr":"3578561972068295"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FSR\">$FSR 20211119 10.0 PUT(FSR)$</a>keep it up~ up~","listText":"<a href=\"https://laohu8.com/S/FSR\">$FSR 20211119 10.0 PUT(FSR)$</a>keep it up~ up~","text":"$FSR 20211119 10.0 PUT(FSR)$keep it up~ up~","images":[{"img":"https://static.tigerbbs.com/6a607fb2aee6d9a0107361b4d88909fa","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/879433341","isVote":1,"tweetType":1,"viewCount":2286,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":879808597,"gmtCreate":1636697724557,"gmtModify":1636697725508,"author":{"id":"3578561972068295","authorId":"3578561972068295","name":"Eskay_Tew","avatar":"https://static.tigerbbs.com/c955d556458f3e647eb3cbf75c2f8f54","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578561972068295","authorIdStr":"3578561972068295"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/879808597","repostId":"1104158261","repostType":4,"isVote":1,"tweetType":1,"viewCount":1838,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":843639364,"gmtCreate":1635822094456,"gmtModify":1635822094687,"author":{"id":"3578561972068295","authorId":"3578561972068295","name":"Eskay_Tew","avatar":"https://static.tigerbbs.com/c955d556458f3e647eb3cbf75c2f8f54","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578561972068295","authorIdStr":"3578561972068295"},"themes":[],"htmlText":"Excellent&nbsp;","listText":"Excellent&nbsp;","text":"Excellent","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/843639364","repostId":"1133870110","repostType":2,"repost":{"id":"1133870110","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":1635773950,"share":"https://www.laohu8.com/m/news/1133870110?lang=&edition=full","pubTime":"2021-11-01 21:39","market":"us","language":"en","title":"EV stocks rose in Monday morning trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1133870110","media":"Tiger Newspress","summary":"EV stocks rose in Monday morning trading.Tesla,Xpeng Motors,Li Auto,Lordstown Motors,Lucid,Nikola,Fi","content":"<p>EV stocks rose in Monday morning trading.Tesla,Xpeng Motors,Li Auto,Lordstown Motors,Lucid,Nikola,Fisker,Niu Technologies,Nikola&nbsp;and Faraday Future climbed between 1% and 7%.</p>\n<p><img src=\"https://static.tigerbbs.com/2f3a096b6cadbc583a7bf8a948880616\" tg-width=\"404\" tg-height=\"720\" referrerpolicy=\"no-referrer\"></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>EV stocks rose in Monday morning trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nEV stocks rose in Monday morning trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\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\">2021-11-01 21:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>EV stocks rose in Monday morning trading.Tesla,Xpeng Motors,Li Auto,Lordstown Motors,Lucid,Nikola,Fisker,Niu Technologies,Nikola&nbsp;and Faraday Future climbed between 1% and 7%.</p>\n<p><img src=\"https://static.tigerbbs.com/2f3a096b6cadbc583a7bf8a948880616\" tg-width=\"404\" tg-height=\"720\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LCID":"Lucid Group Inc","NIO":"蔚来","FSR":"菲斯克","TSLA":"特斯拉","XPEV":"小鹏汽车","ARVN":"Arvinas Holding Company LLC","WKHS":"Workhorse Group, Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133870110","content_text":"EV stocks rose in Monday morning trading.Tesla,Xpeng Motors,Li Auto,Lordstown Motors,Lucid,Nikola,Fisker,Niu Technologies,Nikola and Faraday Future climbed between 1% and 7%.","news_type":1,"symbols_score_info":{"ARVN":0.9,"FFIE":0.9,"FSR":0.9,"GOEV":0.9,"LCID":0.9,"NIO":0.9,"NKLA":0.9,"RIDE":0.9,"TSLA":0.9,"WKHS":0.9,"XPEV":0.9}},"isVote":1,"tweetType":1,"viewCount":1614,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":840334296,"gmtCreate":1635587057215,"gmtModify":1635587057471,"author":{"id":"3578561972068295","authorId":"3578561972068295","name":"Eskay_Tew","avatar":"https://static.tigerbbs.com/c955d556458f3e647eb3cbf75c2f8f54","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578561972068295","authorIdStr":"3578561972068295"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/840334296","repostId":"2179223688","repostType":4,"isVote":1,"tweetType":1,"viewCount":2474,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":855519854,"gmtCreate":1635382655005,"gmtModify":1635382655242,"author":{"id":"3578561972068295","authorId":"3578561972068295","name":"Eskay_Tew","avatar":"https://static.tigerbbs.com/c955d556458f3e647eb3cbf75c2f8f54","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578561972068295","authorIdStr":"3578561972068295"},"themes":[],"htmlText":"Health-care as in evergreen&nbsp;","listText":"Health-care as in evergreen&nbsp;","text":"Health-care as in evergreen","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/855519854","repostId":"1139370497","repostType":2,"repost":{"id":"1139370497","kind":"news","pubTimestamp":1635340322,"share":"https://www.laohu8.com/m/news/1139370497?lang=&edition=full","pubTime":"2021-10-27 21:12","market":"us","language":"en","title":"AbbVie Takes Another Step Toward Its Post-Humira Future","url":"https://stock-news.laohu8.com/highlight/detail?id=1139370497","media":"Motley Fool","summary":"Since AbbVie(NYSE:ABBV) began trading in December 2012, it has left the S&P 500 in the dust. AbbVie ","content":"<p>Since&nbsp;<b>AbbVie</b>(NYSE:ABBV)&nbsp;began trading in December 2012, it has left the&nbsp;<b>S&amp;P 500</b>&nbsp;in the dust. AbbVie has outperformed the S&amp;P 500 by nearly 60% in the past nine years. Most of the returns that AbbVie has generated for its shareholders have come from its top-selling drug in the world, Humira, which has grown sales from $9.3 billion in 2012 to just shy of $20 billion last year. But with the U.S. patents on Humira set to expire in 2023, AbbVie has been working diligently for many years to build a promising post-Humira future.</p>\n<p>One of AbbVie's successors to Humira is the immunology drug known as Skyrizi. It recently received a recommendation from the European Union (E.U.) Committee for Medicinal Products for Human Use (CHMP) that it should be approved to treat adults with active psoriatic arthritis who have failed at least one other drug.</p>\n<p>Let's take a look at why this is a huge step for AbbVie in helping to move beyond Humira.</p>\n<p>Another treatment option for healthcare providers</p>\n<p>Psoriatic arthritis (PsA) is a form of arthritis that leads to a condition known as psoriasis, which results in patches of itchy and scaly skin. PsA often causes symptoms of joint pain, swelling, and redness. Psoriasis is estimated to impact 2% to 3% of the global population. And approximately 30% of psoriasis patients eventually go on to develop psoriatic arthritis. Because 40% of patients with psoriatic arthritis report that their condition causes major problems in their daily life, it is crucial for them to seek treatment from their healthcare providers.</p>\n<p>Conventional synthetic disease-modifying anti-rheumatic drugs such as methotrexate are often the first-line treatment for patients with PsA. And although they work well for some patients, a recent study found that 71% of PsA patients fail their first-line therapy. This is where Skyrizi could potentially help countless patients.</p>\n<p>Based on results announced by AbbVie earlier this year, Skyrizi was demonstrated to be far superior to placebo in treating PsA. In fact, Skyrizi was far more likely to help PsA patients achieve at least a 90% skin clearance improvement as measured by the Psoriasis Area Severity Index (PASI90) at week 24 compared to placebo. And at least 52% of PsA patients receiving injections of Skyrizi across the two Phase 3 clinical trials achieved PASI90 at week 24 against just 10% of PsA patients who were injected with placebo. PsA patients receiving Skyrizi also reported notable improvements in their joint pain more frequently than those receiving placebo injections.</p>\n<p>Based on this data and the news that the CHMP recommended that Skyrizi be approved, Skyrizi could be only months away from hitting the market in the E.U. The PsA indication for Skyrizi would be the second indication for the drug, joining its adult plaque psoriasis indication in the E.U.</p>\n<p>Psoriatic Arthritis would be a major indication for Skyrizi</p>\n<p>So, Skyrizi appears to be a great treatment option for PsA patients who haven't responded to first-line treatments. But what could a PsA indication in the European Union mean for AbbVie? Factoring in the E.U.'s population of 446 million, the 2% to 3% prevalence of psoriasis, and that 30% of psoriasis patients develop PsA, there are more than 2.7 million PsA patients living in the E.U.</p>\n<p>And assuming that approximately 70% of PsA patients fail first-line therapy, this would indicate that there are at least 2 million PsA patients in the E.U. who have failed or will fail first-line therapy. Conservatively, one could assume that Skyrizi's potential PsA patient pool is 1 million. Since there are a variety of treatments available for PsA in the E.U. like Humira (and itsbiosimilars), I believe that Skyrizi will be able to capture 5% of the total market. This works out to around 50,000 patients.</p>\n<p>While Skyrizi's annual list price is $68,000 in the United States,&nbsp; drugs in large E.U. countries like Germany and France are anywhere from one-third to one-half of the U.S. list price. And this is before also considering insurance adjustments that lower the annual net price. Noting insurance adjustments, AbbVie will likely receive $20,000 in annual revenue per patient for Skyrizi, which equates to $1 billion in annual sales potential for a PsA indication.</p>\n<p>Even for apharma stocksuch as AbbVie that analysts expect will generate $56.3 billion in revenue this year, a blockbuster indication like PsA for Skyrizi is a meaningful boost. Another indication for Skyrizi would add more fuel to the fast-growing drug, which has already recorded $1.2 billion in sales in the first half of this year.</p>\n<p>A high yielder that isn't too good to be true</p>\n<p>While AbbVie's&nbsp;4.8% dividend yield&nbsp;may come off as a yield trap at first glance, AbbVie is proof that you can't always judge a book by its cover. This is because the payout ratio is expected to be in the low 40% range this year.</p>\n<p>Since AbbVie was spun off from&nbsp;<b>Abbott Laboratories</b>(NYSE:ABT), AbbVie has raised its dividend each year. Because AbbVie inherited Abbott Laboratories' dividend increase streak and has raised its dividend each year since 2013, the stock is set to become a&nbsp;Dividend King&nbsp;with its next dividend increase, which is likely just days away. This will place it in the exclusive company of less than three dozen other stocks, which have raised their dividends at least 50 years straight. Analysts also expect that AbbVie will grow its adjusted earnings per share at 5% annually over the next five years, which should not only support the current dividend but allow future dividend growth.</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>AbbVie Takes Another Step Toward Its Post-Humira Future</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAbbVie Takes Another Step Toward Its Post-Humira Future\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-27 21:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/10/27/abbvie-takes-big-step-toward-post-humira-future/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Since AbbVie(NYSE:ABBV) began trading in December 2012, it has left the S&P 500 in the dust. AbbVie has outperformed the S&P 500 by nearly 60% in the past nine years. Most of the returns that AbbVie ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/10/27/abbvie-takes-big-step-toward-post-humira-future/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.fool.com/investing/2021/10/27/abbvie-takes-big-step-toward-post-humira-future/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139370497","content_text":"Since AbbVie(NYSE:ABBV) began trading in December 2012, it has left the S&P 500 in the dust. AbbVie has outperformed the S&P 500 by nearly 60% in the past nine years. Most of the returns that AbbVie has generated for its shareholders have come from its top-selling drug in the world, Humira, which has grown sales from $9.3 billion in 2012 to just shy of $20 billion last year. But with the U.S. patents on Humira set to expire in 2023, AbbVie has been working diligently for many years to build a promising post-Humira future.\nOne of AbbVie's successors to Humira is the immunology drug known as Skyrizi. It recently received a recommendation from the European Union (E.U.) Committee for Medicinal Products for Human Use (CHMP) that it should be approved to treat adults with active psoriatic arthritis who have failed at least one other drug.\nLet's take a look at why this is a huge step for AbbVie in helping to move beyond Humira.\nAnother treatment option for healthcare providers\nPsoriatic arthritis (PsA) is a form of arthritis that leads to a condition known as psoriasis, which results in patches of itchy and scaly skin. PsA often causes symptoms of joint pain, swelling, and redness. Psoriasis is estimated to impact 2% to 3% of the global population. And approximately 30% of psoriasis patients eventually go on to develop psoriatic arthritis. Because 40% of patients with psoriatic arthritis report that their condition causes major problems in their daily life, it is crucial for them to seek treatment from their healthcare providers.\nConventional synthetic disease-modifying anti-rheumatic drugs such as methotrexate are often the first-line treatment for patients with PsA. And although they work well for some patients, a recent study found that 71% of PsA patients fail their first-line therapy. This is where Skyrizi could potentially help countless patients.\nBased on results announced by AbbVie earlier this year, Skyrizi was demonstrated to be far superior to placebo in treating PsA. In fact, Skyrizi was far more likely to help PsA patients achieve at least a 90% skin clearance improvement as measured by the Psoriasis Area Severity Index (PASI90) at week 24 compared to placebo. And at least 52% of PsA patients receiving injections of Skyrizi across the two Phase 3 clinical trials achieved PASI90 at week 24 against just 10% of PsA patients who were injected with placebo. PsA patients receiving Skyrizi also reported notable improvements in their joint pain more frequently than those receiving placebo injections.\nBased on this data and the news that the CHMP recommended that Skyrizi be approved, Skyrizi could be only months away from hitting the market in the E.U. The PsA indication for Skyrizi would be the second indication for the drug, joining its adult plaque psoriasis indication in the E.U.\nPsoriatic Arthritis would be a major indication for Skyrizi\nSo, Skyrizi appears to be a great treatment option for PsA patients who haven't responded to first-line treatments. But what could a PsA indication in the European Union mean for AbbVie? Factoring in the E.U.'s population of 446 million, the 2% to 3% prevalence of psoriasis, and that 30% of psoriasis patients develop PsA, there are more than 2.7 million PsA patients living in the E.U.\nAnd assuming that approximately 70% of PsA patients fail first-line therapy, this would indicate that there are at least 2 million PsA patients in the E.U. who have failed or will fail first-line therapy. Conservatively, one could assume that Skyrizi's potential PsA patient pool is 1 million. Since there are a variety of treatments available for PsA in the E.U. like Humira (and itsbiosimilars), I believe that Skyrizi will be able to capture 5% of the total market. This works out to around 50,000 patients.\nWhile Skyrizi's annual list price is $68,000 in the United States,  drugs in large E.U. countries like Germany and France are anywhere from one-third to one-half of the U.S. list price. And this is before also considering insurance adjustments that lower the annual net price. Noting insurance adjustments, AbbVie will likely receive $20,000 in annual revenue per patient for Skyrizi, which equates to $1 billion in annual sales potential for a PsA indication.\nEven for apharma stocksuch as AbbVie that analysts expect will generate $56.3 billion in revenue this year, a blockbuster indication like PsA for Skyrizi is a meaningful boost. Another indication for Skyrizi would add more fuel to the fast-growing drug, which has already recorded $1.2 billion in sales in the first half of this year.\nA high yielder that isn't too good to be true\nWhile AbbVie's 4.8% dividend yield may come off as a yield trap at first glance, AbbVie is proof that you can't always judge a book by its cover. This is because the payout ratio is expected to be in the low 40% range this year.\nSince AbbVie was spun off from Abbott Laboratories(NYSE:ABT), AbbVie has raised its dividend each year. Because AbbVie inherited Abbott Laboratories' dividend increase streak and has raised its dividend each year since 2013, the stock is set to become a Dividend King with its next dividend increase, which is likely just days away. This will place it in the exclusive company of less than three dozen other stocks, which have raised their dividends at least 50 years straight. Analysts also expect that AbbVie will grow its adjusted earnings per share at 5% annually over the next five years, which should not only support the current dividend but allow future dividend growth.","news_type":1,"symbols_score_info":{"ABBV":0.9}},"isVote":1,"tweetType":1,"viewCount":2289,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":858515947,"gmtCreate":1635081297951,"gmtModify":1635088493661,"author":{"id":"3578561972068295","authorId":"3578561972068295","name":"Eskay_Tew","avatar":"https://static.tigerbbs.com/c955d556458f3e647eb3cbf75c2f8f54","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578561972068295","authorIdStr":"3578561972068295"},"themes":[],"htmlText":"Microsoft have lots room to market growth","listText":"Microsoft have lots room to market growth","text":"Microsoft have lots room to market growth","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/858515947","repostId":"2177489964","repostType":2,"repost":{"id":"2177489964","kind":"highlight","pubTimestamp":1635042148,"share":"https://www.laohu8.com/m/news/2177489964?lang=&edition=full","pubTime":"2021-10-24 10:22","market":"us","language":"en","title":"The PC slowdown shouldn't hurt Microsoft earnings, and here's why","url":"https://stock-news.laohu8.com/highlight/detail?id=2177489964","media":"MarketWatch","summary":"Growth from Azure and other cloud products should mask over any disappointment from supply-chain iss","content":"<p>Growth from Azure and other cloud products should mask over any disappointment from supply-chain issues affecting PC sales</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/958e56d50bc03c5ef2195a2a879bec71\" tg-width=\"700\" tg-height=\"467\" width=\"100%\" height=\"auto\"><span>Microsoft Corp. is scheduled to release fiscal first-quarter earnings after the bell on Tuesday.</span></p>\n<p>The slowdown in personal computer sales due to supply-chain issues in recent months would have hurt Microsoft Corp. in past years, but the company's pivot to cloud computing and cloud software should insulate it from any earnings fallout.</p>\n<p>Microsoft&nbsp;is scheduled to report its fiscal first-quarter earnings on Tuesday afternoon, as it rolls out its new Windows 11 operating system and PC makers struggle to deliver new machines. While the Microsoft of Bill Gates and Steve Ballmer would have faced a lot of Wall Street pessimism if PC shipments were mangled and a new operating system was not quickly adopted, Satya Nadella's Microsoft should be just fine.</p>\n<p>That is because analysts and investors are mostly focused on Azure, Microsoft's cloud-computing answer to Amazon.com Inc.'s&nbsp;Amazon Web Services, as well as cloud-software offerings, decreasing the importance of Microsoft's PC business.</p>\n<p>\"Sustained digital transformation momentum should offset the impact from mixed PC unit shipment estimates from IDC and Gartner,\" <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> analysts wrote in a preview of the report, later adding, \"While our negative growth outlook for Windows OEM pressures our longer term earnings expectation for Microsoft, we also note Windows OEM overall represents a decreasing mix of overall Microsoft revenue and gross profit.\"</p>\n<p>Azure has made sure that Windows' importance to Microsoft has decreased. The fast-growing cloud business is at the top of every analyst note about Microsoft, and analysts expect revenue to grow in the mid-40% range. (Microsoft does not disclose Azure performance except for percentage gain, despite AWS and Google&nbsp;(GOOGL) Cloud providing full revenue and operating profits for their competitive services).</p>\n<p>\"Fundamentally, ramping contribution from previously signed long-term Azure deals, continued Cloud migrations post-COVID, Microsoft's intensifying focus on Cloud verticalization and strong Microsoft 365 seat growth can sustain durable longer-term Azure growth,\" the Morgan Stanley analysts wrote.</p>\n<p>There are factors that could add to Microsoft's growth as well, especially in the forecast. The $19.7 billion acquisition of health-care-focused company Nuance is expected to close before the end of the calendar year, and Microsoft recently disclosed that its cloud-based revenue would dump into the same revenue bucket as Azure.</p>\n<p>While Microsoft did not disclose exactly how much that would mean, UBS analysts said in September that prior Nuance disclosures and a call they had with the company's investor relations team led them to estimate that about 46% of Nuance's revenue would be cloud-based. They estimated that would mean roughly $91 million in additional sales for Microsoft's cloud division in the fiscal second quarter, if the full quarter were to be included.</p>\n<p>Another bump could be coming in the future from increased prices for Microsoft's most popular cloud software offering, Office 365. Microsoft is increasing prices more than 10% across the board for the product, which the company described as \"the first substantive pricing update since we launched Office 365 a decade ago,\" which also gives analysts confidence that Microsoft can withstand any supply-chain pressures on the PC market.</p>\n<p><b>What to expect</b></p>\n<p><b>Earnings:</b> Analysts on average expect Microsoft to report earnings of $2.08 a share, up from $1.82 a share a year ago. Contributors to Estimize -- a crowdsourcing platform that gathers estimates from Wall Street analysts as well as buy-side analysts, fund managers, company executives, academics and others -- predict earnings of $2.22 a share.</p>\n<p><b>Revenue:</b> Analysts on average were modeling sales of $43.93 billion, which would be an improvement from $37.15 billion a year ago, after Microsoft forecast revenue of $43.3 billion to $44.2 billion. Estimize contributors expect $44.88 billion in sales.</p>\n<p>Analyst expect $16.52 billion in sales from the \"Intelligent Cloud\" segment, after Microsoft guided for $16.4 billion to $16.65 billion; $14.67 billion in sales from the cloud-software-focused \"Productivity and Business Solutions\" segment, after a forecast of $14.5 billion to $14.75 billion; and $12.72 billion from \"More Personal Computing,\" after guidance for sales of $12.4 billion to $12.8 billion.</p>\n<p><b>Stock movement: </b>Microsoft shares have declined in the session following earnings releases in four of the past five quarters, though the last decline was only by 0.1%. The stock has increased 8.1% in the past three months and 45.2% in the past year, as the S&amp;P 500 index has grown by 4.1% and 31.6% in those periods, respectively.</p>\n<p><b>What analysts are saying</b></p>\n<p>Analysts are in pretty universal agreement about Microsoft's current position. According to FactSet tracking, 33 out of 36 analysts rate the stock the equivalent of a buy, while the other three rate it as a hold.</p>\n<p>\"Currently trading at 27x our CY23 GAAP EPS estimates, Microsoft represents a rare combination of strong secular positioning and reasonable valuation within the software space,\" wrote the Morgan Stanley analysts, who rate the shares overweight with a price target of $331.</p>\n<p>The once concern seems to be the durability of the current growth trajectory, which is why the Nuance acquisition and increased pricing of Office 365 is seen as key to the stock continuing to rise.</p>\n<p>\"Comps get progressively tougher throughout FY22, which should be met by Microsoft's durable growth portfolio of Azure/Security/Teams,\" wrote Jeffries analysts, who have an outperform rating and recently raised their price target to $375 from $345. \"Key items to watch are elevated expectations (Azure high 40s reported), integration with Nuance and increased security investments.\"</p>\n<p>Microsoft has benefitted from the pandemic, as companies have relied on cloud-computing power and software to keep teams connected while working remotely. But Microsoft bull and Wedbush analyst Daniel Ives does not see a return to the office as a sign that the boom will end.</p>\n<p>\"We believe the Street's view of moderating cloud growth on the other side of this WFH cycle is contrary to the deal activity Microsoft is seeing in the field,\" Ives, with an outperform rating and $375 price target, wrote in a preview of the report. \"While we have seen the momentum of this backdrop in the last few years, we believe deal flow looks incrementally strong (Office 365/Azure combo deals in particular) heading into FY22 as we estimate that Microsoft is still only 35% through penetrating its unparalleled installed base on the cloud transition.\"</p>\n<p>Stifel analysts, with a buy rating and $325 price target, concurred.</p>\n<p>\"We continue to believe that the pandemic is forcing organizations to accelerate the pace of their cloud migrations and that Microsoft remains a key beneficiary of this modernization spend, especially around large new deal momentum, as its broad stack enables it to capture Tier 1 workloads previously out of reach,\" they wrote.</p>\n<p>The average price target on Microsoft stock as of Friday afternoon was $335.47, roughly 8.5% higher than the going rate.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe PC slowdown shouldn't hurt Microsoft earnings, and here's why\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-24 10:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/the-pc-slowdown-shouldnt-hurt-microsoft-earnings-and-heres-why-11635003215?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Growth from Azure and other cloud products should mask over any disappointment from supply-chain issues affecting PC sales\nMicrosoft Corp. is scheduled to release fiscal first-quarter earnings after ...</p>\n\n<a href=\"https://www.marketwatch.com/story/the-pc-slowdown-shouldnt-hurt-microsoft-earnings-and-heres-why-11635003215?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.marketwatch.com/story/the-pc-slowdown-shouldnt-hurt-microsoft-earnings-and-heres-why-11635003215?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2177489964","content_text":"Growth from Azure and other cloud products should mask over any disappointment from supply-chain issues affecting PC sales\nMicrosoft Corp. is scheduled to release fiscal first-quarter earnings after the bell on Tuesday.\nThe slowdown in personal computer sales due to supply-chain issues in recent months would have hurt Microsoft Corp. in past years, but the company's pivot to cloud computing and cloud software should insulate it from any earnings fallout.\nMicrosoft is scheduled to report its fiscal first-quarter earnings on Tuesday afternoon, as it rolls out its new Windows 11 operating system and PC makers struggle to deliver new machines. While the Microsoft of Bill Gates and Steve Ballmer would have faced a lot of Wall Street pessimism if PC shipments were mangled and a new operating system was not quickly adopted, Satya Nadella's Microsoft should be just fine.\nThat is because analysts and investors are mostly focused on Azure, Microsoft's cloud-computing answer to Amazon.com Inc.'s Amazon Web Services, as well as cloud-software offerings, decreasing the importance of Microsoft's PC business.\n\"Sustained digital transformation momentum should offset the impact from mixed PC unit shipment estimates from IDC and Gartner,\" Morgan Stanley analysts wrote in a preview of the report, later adding, \"While our negative growth outlook for Windows OEM pressures our longer term earnings expectation for Microsoft, we also note Windows OEM overall represents a decreasing mix of overall Microsoft revenue and gross profit.\"\nAzure has made sure that Windows' importance to Microsoft has decreased. The fast-growing cloud business is at the top of every analyst note about Microsoft, and analysts expect revenue to grow in the mid-40% range. (Microsoft does not disclose Azure performance except for percentage gain, despite AWS and Google (GOOGL) Cloud providing full revenue and operating profits for their competitive services).\n\"Fundamentally, ramping contribution from previously signed long-term Azure deals, continued Cloud migrations post-COVID, Microsoft's intensifying focus on Cloud verticalization and strong Microsoft 365 seat growth can sustain durable longer-term Azure growth,\" the Morgan Stanley analysts wrote.\nThere are factors that could add to Microsoft's growth as well, especially in the forecast. The $19.7 billion acquisition of health-care-focused company Nuance is expected to close before the end of the calendar year, and Microsoft recently disclosed that its cloud-based revenue would dump into the same revenue bucket as Azure.\nWhile Microsoft did not disclose exactly how much that would mean, UBS analysts said in September that prior Nuance disclosures and a call they had with the company's investor relations team led them to estimate that about 46% of Nuance's revenue would be cloud-based. They estimated that would mean roughly $91 million in additional sales for Microsoft's cloud division in the fiscal second quarter, if the full quarter were to be included.\nAnother bump could be coming in the future from increased prices for Microsoft's most popular cloud software offering, Office 365. Microsoft is increasing prices more than 10% across the board for the product, which the company described as \"the first substantive pricing update since we launched Office 365 a decade ago,\" which also gives analysts confidence that Microsoft can withstand any supply-chain pressures on the PC market.\nWhat to expect\nEarnings: Analysts on average expect Microsoft to report earnings of $2.08 a share, up from $1.82 a share a year ago. Contributors to Estimize -- a crowdsourcing platform that gathers estimates from Wall Street analysts as well as buy-side analysts, fund managers, company executives, academics and others -- predict earnings of $2.22 a share.\nRevenue: Analysts on average were modeling sales of $43.93 billion, which would be an improvement from $37.15 billion a year ago, after Microsoft forecast revenue of $43.3 billion to $44.2 billion. Estimize contributors expect $44.88 billion in sales.\nAnalyst expect $16.52 billion in sales from the \"Intelligent Cloud\" segment, after Microsoft guided for $16.4 billion to $16.65 billion; $14.67 billion in sales from the cloud-software-focused \"Productivity and Business Solutions\" segment, after a forecast of $14.5 billion to $14.75 billion; and $12.72 billion from \"More Personal Computing,\" after guidance for sales of $12.4 billion to $12.8 billion.\nStock movement: Microsoft shares have declined in the session following earnings releases in four of the past five quarters, though the last decline was only by 0.1%. The stock has increased 8.1% in the past three months and 45.2% in the past year, as the S&P 500 index has grown by 4.1% and 31.6% in those periods, respectively.\nWhat analysts are saying\nAnalysts are in pretty universal agreement about Microsoft's current position. According to FactSet tracking, 33 out of 36 analysts rate the stock the equivalent of a buy, while the other three rate it as a hold.\n\"Currently trading at 27x our CY23 GAAP EPS estimates, Microsoft represents a rare combination of strong secular positioning and reasonable valuation within the software space,\" wrote the Morgan Stanley analysts, who rate the shares overweight with a price target of $331.\nThe once concern seems to be the durability of the current growth trajectory, which is why the Nuance acquisition and increased pricing of Office 365 is seen as key to the stock continuing to rise.\n\"Comps get progressively tougher throughout FY22, which should be met by Microsoft's durable growth portfolio of Azure/Security/Teams,\" wrote Jeffries analysts, who have an outperform rating and recently raised their price target to $375 from $345. \"Key items to watch are elevated expectations (Azure high 40s reported), integration with Nuance and increased security investments.\"\nMicrosoft has benefitted from the pandemic, as companies have relied on cloud-computing power and software to keep teams connected while working remotely. But Microsoft bull and Wedbush analyst Daniel Ives does not see a return to the office as a sign that the boom will end.\n\"We believe the Street's view of moderating cloud growth on the other side of this WFH cycle is contrary to the deal activity Microsoft is seeing in the field,\" Ives, with an outperform rating and $375 price target, wrote in a preview of the report. \"While we have seen the momentum of this backdrop in the last few years, we believe deal flow looks incrementally strong (Office 365/Azure combo deals in particular) heading into FY22 as we estimate that Microsoft is still only 35% through penetrating its unparalleled installed base on the cloud transition.\"\nStifel analysts, with a buy rating and $325 price target, concurred.\n\"We continue to believe that the pandemic is forcing organizations to accelerate the pace of their cloud migrations and that Microsoft remains a key beneficiary of this modernization spend, especially around large new deal momentum, as its broad stack enables it to capture Tier 1 workloads previously out of reach,\" they wrote.\nThe average price target on Microsoft stock as of Friday afternoon was $335.47, roughly 8.5% higher than the going rate.","news_type":1,"symbols_score_info":{"MSFT":0.9}},"isVote":1,"tweetType":1,"viewCount":1847,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":850541390,"gmtCreate":1634611025835,"gmtModify":1634611229848,"author":{"id":"3578561972068295","authorId":"3578561972068295","name":"Eskay_Tew","avatar":"https://static.tigerbbs.com/c955d556458f3e647eb3cbf75c2f8f54","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578561972068295","authorIdStr":"3578561972068295"},"themes":[],"htmlText":"Market reopening.. Border reopening.. Are you ready&nbsp;","listText":"Market reopening.. Border reopening.. Are you ready&nbsp;","text":"Market reopening.. Border reopening.. Are you ready","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/850541390","repostId":"2176120817","repostType":4,"isVote":1,"tweetType":1,"viewCount":2496,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"followers","isTTM":false}