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victorchow
victorchow
·
2021-08-05
Haha..
Grab Is Growing Fast But The Valuation Is Too High<blockquote>Grab增长迅速但估值过高</blockquote>
Summary Grab is set to merge with SPAC Altimeter Growth Corp. by the end of the year. Investors wan
Grab Is Growing Fast But The Valuation Is Too High<blockquote>Grab增长迅速但估值过高</blockquote>
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victorchow
victorchow
·
2021-07-29
Yeh...
Stock-market investors are ‘staring down the barrel of seasonal weakness for next 3 months’<blockquote>股市投资者正在“关注未来三个月的季节性疲软”</blockquote>
Stock market likely to face ‘readjustment period’: deGraaf Midsummer blues? SEBASTIEN SALOM-GOMIS/AG
Stock-market investors are ‘staring down the barrel of seasonal weakness for next 3 months’<blockquote>股市投资者正在“关注未来三个月的季节性疲软”</blockquote>
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victorchow
victorchow
·
2021-07-13
Wow
非常抱歉，此主贴已删除
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victorchow
victorchow
·
2021-06-30
Wow
非常抱歉，此主贴已删除
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victorchow
victorchow
·
2021-06-28
👍😁
非常抱歉，此主贴已删除
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victorchow
victorchow
·
2021-06-23
Wow
非常抱歉，此主贴已删除
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victorchow
victorchow
·
2021-06-23
Wow
Why Virgin Galactic, Nikola, and Bloom Energy Stocks Jumped Tuesday<blockquote>为什么维珍银河、尼古拉和布鲁姆能源股票周二上涨</blockquote>
Names with high short interest continue to be the focus of retail traders hoping for a short squeeze
Why Virgin Galactic, Nikola, and Bloom Energy Stocks Jumped Tuesday<blockquote>为什么维珍银河、尼古拉和布鲁姆能源股票周二上涨</blockquote>
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victorchow
victorchow
·
2021-06-19
Good
非常抱歉，此主贴已删除
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victorchow
victorchow
·
2021-06-18
Wow
非常抱歉，此主贴已删除
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victorchow
victorchow
·
2021-06-03
Wow
BlackBerry Overtakes AMC To Become Top WallStreetBets Interest<blockquote>黑莓超越AMC成为WallStreetBets最感兴趣的公司</blockquote>
BlackBerry Limited continues to see increased interest from retail investors and has now overtaken A
BlackBerry Overtakes AMC To Become Top WallStreetBets Interest<blockquote>黑莓超越AMC成为WallStreetBets最感兴趣的公司</blockquote>
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Investors wan","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul> <li>Grab is set to merge with SPAC Altimeter Growth Corp. by the end of the year. Investors wanting to invest in the company can do so by buying the SPAC shares now.</li> <li>The company is valued at ~$45 billion, which we believe is way too generous.</li> <li>It is still worth watching given the fact that it is the biggest super app in South East Asia and it offers a multitude of services.</li> <li>Economic growth in South East Asia is expected to be robust, with annual growth estimated at 4.9% per year.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ed14131a10fe9b0fe4ffdc2d166eedfc\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>bankkgraphy/iStock via Getty Images</span></p><p><blockquote><ul><li>Grab将于今年年底与SPAC Altimeter Growth Corp.合并。想要投资该公司的投资者现在可以通过购买SPAC股票来实现。</li><li>该公司的估值约为450亿美元，我们认为这太慷慨了。</li><li>鉴于它是东南亚最大的超级应用程序，并且提供多种服务，它仍然值得一看。</li><li>东南亚的经济增长预计将强劲，预计年增长率为4.9%。</li></ul><p class=\"t-img-caption\"><span>bankkgraphy/iStock来自Getty Images</span></p></blockquote></p><p> Grab is the number one super app in Southeast Asia, investors not familiar with it can think of it as merging Uber with a banking app. Its services include mobility, package deliveries, food deliveries, and financial services. The company is still private but it is set to combine with SPAC Altimeter Growth Corp (AGC) by the end of the year.</p><p><blockquote>Grab是东南亚排名第一的超级应用程序，不熟悉它的投资者可以认为它是Uber与银行应用程序的合并。其服务包括移动、包裹递送、食品递送和金融服务。该公司仍然是私营公司，但计划在今年年底前与SPAC Altimeter Growth Corp(AGC)合并。</blockquote></p><p> So what is a super app? Grab imagines customers can use the app for many of their daily needs, from ordering a ride to ordering food, or even booking a hotel.</p><p><blockquote>那么什么是超级app呢？Grab设想客户可以使用该应用程序满足许多日常需求，从叫车到订餐，甚至预订酒店。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/053fd9283dc37b6e74500543dc4cda48\" tg-width=\"640\" tg-height=\"298\" width=\"100%\" height=\"auto\"><span>Source: Grab Investor Presentation</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Grab投资者介绍</span></p></blockquote></p><p> Such ubiquity and number of service offerings has resulted in enormous growth for the app, reaching a Gross Merchandise Value (GMV) on its platform of $12.5 billion in 2020. Its net adjusted revenue reaching $1.6 billion, thanks to 1.9 billion transactions, making the app the number one in the region for deliveries, mobility, and financial services.</p><p><blockquote>这种无处不在和服务产品的数量导致了该应用程序的巨大增长，2020年其平台上的商品总值(GMV)达到125亿美元。得益于19亿笔交易，其调整后净收入达到16亿美元，使该应用成为该地区交付、移动和金融服务领域的第一名。</blockquote></p><p> This gives the platform significant scale, with year 2020 GMV of $5.5 billion for food deliveries, $3.2 billion for mobility, and $8.9 billion for financial services.</p><p><blockquote>这使得该平台拥有了巨大的规模，2020年食品配送GMV为55亿美元，移动出行GMV为32亿美元，金融服务GMV为89亿美元。</blockquote></p><p> Such ubiquity and number of service offerings has resulted in enormous growth for the app, reaching a Gross Merchandise Value (GMV) on its platform of $12.5 billion in 2020. Its net adjusted revenue reaching $1.6 billion, thanks to 1.9 billion transactions, making the app the number one in the region for deliveries, mobility, and financial services.</p><p><blockquote>这种无处不在和服务产品的数量导致了该应用程序的巨大增长，2020年其平台上的商品总值(GMV)达到125亿美元。得益于19亿笔交易，其调整后净收入达到16亿美元，使该应用成为该地区交付、移动和金融服务领域的第一名。</blockquote></p><p> This gives the platform significant scale, with year 2020 GMV of $5.5 billion for food deliveries, $3.2 billion for mobility, and $8.9 billion for financial services.</p><p><blockquote>这使得该平台拥有了巨大的规模，2020年食品配送GMV为55亿美元，移动出行GMV为32亿美元，金融服务GMV为89亿美元。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5c22a14f058c5206c6f97c9ee6555c40\" tg-width=\"640\" tg-height=\"350\" width=\"100%\" height=\"auto\"><span>Source: Grab Investor Presentation</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Grab投资者介绍</span></p></blockquote></p><p> <b>Cohort Analysis</b></p><p><blockquote><b>队列分析</b></blockquote></p><p> Looking at the different cohorts of users it is clear that the longer they have the app installed the more they transact on it. After three years users approximately double the transaction amount, and by year five they more than triple their transactions. This speaks to significant stickiness for the app, and it reflects high user satisfaction with it.</p><p><blockquote>看看不同的用户群体，很明显，他们安装应用程序的时间越长，他们在上面的交易就越多。三年后，用户的交易量大约翻了一番，到第五年，他们的交易量增加了两倍多。这说明了该应用程序的巨大粘性，也反映了用户对它的高度满意度。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0b1048371138429abea215d9d0f75b78\" tg-width=\"640\" tg-height=\"350\" width=\"100%\" height=\"auto\"><span>Source: Grab Investor Presentation</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Grab投资者介绍</span></p></blockquote></p><p> <b>International Expansion</b></p><p><blockquote><b>国际扩张</b></blockquote></p><p> One of the more exciting things about Grab is how many countries it operates in, and the number of services it offers in each. The slide below shows the services offered in each of the markets served by Grab.</p><p><blockquote>Grab更令人兴奋的事情之一是它在多少个国家开展业务，以及它在每个国家提供的服务数量。下面的幻灯片显示了Grab在每个市场提供的服务。</blockquote></p><p> While users come to the app initially for food deliveries and rides, we believe it will be the financial services that really bring profitable growth for the company. Things like loans, micro-credits, and insurance products should bring profitable growth for the company.</p><p><blockquote>虽然用户最初使用该应用程序是为了送餐和乘车，但我们相信真正为公司带来盈利增长的将是金融服务。像贷款、小额信贷和保险产品这样的东西应该会给公司带来盈利增长。</blockquote></p><p> According to the OECD,GDP for the region is expected to grow by 4.9% per year during the period 2020-2024, slightly down from the average rate of 5% in 2013-2017.</p><p><blockquote>根据经合组织的数据，该地区的国内生产总值预计在2020-2024年期间每年增长4.9%，略低于2013-2017年5%的平均增长率。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b094b954a6ff2a9be4fc65c073208521\" tg-width=\"640\" tg-height=\"361\" width=\"100%\" height=\"auto\"><span>Source: Grab Investor Presentation</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Grab投资者介绍</span></p></blockquote></p><p> <b>Financials</b></p><p><blockquote><b>财务</b></blockquote></p><p> Turning our attention to the financials we see that the company isn't projecting to become EBITDA profitable until 2023, when it is projected to reach $0.5 billion. This gives the company an EV/EBITDA 2023 multiple of ~60x, which we find excessive given the uncertainty of the financial projections and the level of risk. We understand some investors are confident the company will achieve operating leverage and that it will continue growing for many years, but even then we believe the valuation to be too demanding given the level of uncertainty for future results.</p><p><blockquote>将注意力转向财务状况，我们发现该公司预计要到2023年才能实现EBITDA盈利，届时预计将达到5亿美元。这使得该公司2023年的EV/EBITDA倍数约为60倍，考虑到财务预测和风险水平的不确定性，我们认为这一倍数过高。我们知道一些投资者对该公司将实现运营杠杆并将继续增长多年充满信心，但即便如此，考虑到未来业绩的不确定性，我们认为估值过于苛刻。</blockquote></p><p></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/05b52eab933ed612ab245e32a04c21a8\" tg-width=\"640\" tg-height=\"350\" width=\"100%\" height=\"auto\"><span>Source: Grab Investor Presentation</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Grab投资者介绍</span></p></blockquote></p><p> <b>Risks</b></p><p><blockquote><b>风险</b></blockquote></p><p> The main risk we see with an investment in Grab is over paying for the shares. While the company's app is ubiquitous in South East Asia the current valuation already prices significant growth and profitability improvements. In other words, it is priced for perfection.</p><p><blockquote>我们认为投资Grab的主要风险是支付过高的股票费用。虽然该公司的应用程序在东南亚无处不在，但目前的估值已经体现了显着的增长和盈利能力的提高。换句话说，它的定价是为了完美。</blockquote></p><p> There is also the matter of competition, where several well funded companies are going to fight for market share and erode profitability. These include Uber in some markets, but mainly Indonesia's GoTo,the company created through the merger of ride-sharing firm Gojek and e-commerce company Tokopedia.</p><p><blockquote>还有竞争问题，几家资金雄厚的公司将争夺市场份额并削弱盈利能力。其中包括一些市场的优步，但主要是印度尼西亚的GoTo，该公司由拼车公司Gojek和电子商务公司Tokopedia合并而成。</blockquote></p><p> We find the company exciting and will continue to follow its progress, but at this time we are not buyers of the shares.</p><p><blockquote>我们发现该公司令人兴奋，并将继续关注其进展，但目前我们不是股票的买家。</blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> Grab is one of the most exciting companies right now that offers broad exposure to the economic growth in South East Asia. The company keeps growing and adding services to its app, while gaining users and getting closer to profitability.</p><p><blockquote>Grab是目前最令人兴奋的公司之一，为东南亚的经济增长提供了广泛的机会。该公司不断发展并为其应用程序添加服务，同时赢得用户并接近盈利。</blockquote></p><p> The one problem we have with an investment in the company is that at current prices much of the growth is already priced in. Unless the company manages to exceed expectations we do not see how investors at this price could get a good return on investment.</p><p><blockquote>我们投资该公司的一个问题是，按照目前的价格，大部分增长已经被消化了。除非该公司设法超出预期，否则我们不认为投资者在这个价格下如何获得良好的投资回报。</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>Grab Is Growing Fast But The Valuation Is Too High<blockquote>Grab增长迅速但估值过高</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\">\nGrab Is Growing Fast But The Valuation Is Too High<blockquote>Grab增长迅速但估值过高</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-08-05 11:03</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>Grab is set to merge with SPAC Altimeter Growth Corp. by the end of the year. Investors wanting to invest in the company can do so by buying the SPAC shares now.</li> <li>The company is valued at ~$45 billion, which we believe is way too generous.</li> <li>It is still worth watching given the fact that it is the biggest super app in South East Asia and it offers a multitude of services.</li> <li>Economic growth in South East Asia is expected to be robust, with annual growth estimated at 4.9% per year.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ed14131a10fe9b0fe4ffdc2d166eedfc\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>bankkgraphy/iStock via Getty Images</span></p><p><blockquote><ul><li>Grab将于今年年底与SPAC Altimeter Growth Corp.合并。想要投资该公司的投资者现在可以通过购买SPAC股票来实现。</li><li>该公司的估值约为450亿美元，我们认为这太慷慨了。</li><li>鉴于它是东南亚最大的超级应用程序，并且提供多种服务，它仍然值得一看。</li><li>东南亚的经济增长预计将强劲，预计年增长率为4.9%。</li></ul><p class=\"t-img-caption\"><span>bankkgraphy/iStock来自Getty Images</span></p></blockquote></p><p> Grab is the number one super app in Southeast Asia, investors not familiar with it can think of it as merging Uber with a banking app. Its services include mobility, package deliveries, food deliveries, and financial services. The company is still private but it is set to combine with SPAC Altimeter Growth Corp (AGC) by the end of the year.</p><p><blockquote>Grab是东南亚排名第一的超级应用程序，不熟悉它的投资者可以认为它是Uber与银行应用程序的合并。其服务包括移动、包裹递送、食品递送和金融服务。该公司仍然是私营公司，但计划在今年年底前与SPAC Altimeter Growth Corp(AGC)合并。</blockquote></p><p> So what is a super app? Grab imagines customers can use the app for many of their daily needs, from ordering a ride to ordering food, or even booking a hotel.</p><p><blockquote>那么什么是超级app呢？Grab设想客户可以使用该应用程序满足许多日常需求，从叫车到订餐，甚至预订酒店。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/053fd9283dc37b6e74500543dc4cda48\" tg-width=\"640\" tg-height=\"298\" width=\"100%\" height=\"auto\"><span>Source: Grab Investor Presentation</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Grab投资者介绍</span></p></blockquote></p><p> Such ubiquity and number of service offerings has resulted in enormous growth for the app, reaching a Gross Merchandise Value (GMV) on its platform of $12.5 billion in 2020. Its net adjusted revenue reaching $1.6 billion, thanks to 1.9 billion transactions, making the app the number one in the region for deliveries, mobility, and financial services.</p><p><blockquote>这种无处不在和服务产品的数量导致了该应用程序的巨大增长，2020年其平台上的商品总值(GMV)达到125亿美元。得益于19亿笔交易，其调整后净收入达到16亿美元，使该应用成为该地区交付、移动和金融服务领域的第一名。</blockquote></p><p> This gives the platform significant scale, with year 2020 GMV of $5.5 billion for food deliveries, $3.2 billion for mobility, and $8.9 billion for financial services.</p><p><blockquote>这使得该平台拥有了巨大的规模，2020年食品配送GMV为55亿美元，移动出行GMV为32亿美元，金融服务GMV为89亿美元。</blockquote></p><p> Such ubiquity and number of service offerings has resulted in enormous growth for the app, reaching a Gross Merchandise Value (GMV) on its platform of $12.5 billion in 2020. Its net adjusted revenue reaching $1.6 billion, thanks to 1.9 billion transactions, making the app the number one in the region for deliveries, mobility, and financial services.</p><p><blockquote>这种无处不在和服务产品的数量导致了该应用程序的巨大增长，2020年其平台上的商品总值(GMV)达到125亿美元。得益于19亿笔交易，其调整后净收入达到16亿美元，使该应用成为该地区交付、移动和金融服务领域的第一名。</blockquote></p><p> This gives the platform significant scale, with year 2020 GMV of $5.5 billion for food deliveries, $3.2 billion for mobility, and $8.9 billion for financial services.</p><p><blockquote>这使得该平台拥有了巨大的规模，2020年食品配送GMV为55亿美元，移动出行GMV为32亿美元，金融服务GMV为89亿美元。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5c22a14f058c5206c6f97c9ee6555c40\" tg-width=\"640\" tg-height=\"350\" width=\"100%\" height=\"auto\"><span>Source: Grab Investor Presentation</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Grab投资者介绍</span></p></blockquote></p><p> <b>Cohort Analysis</b></p><p><blockquote><b>队列分析</b></blockquote></p><p> Looking at the different cohorts of users it is clear that the longer they have the app installed the more they transact on it. After three years users approximately double the transaction amount, and by year five they more than triple their transactions. This speaks to significant stickiness for the app, and it reflects high user satisfaction with it.</p><p><blockquote>看看不同的用户群体，很明显，他们安装应用程序的时间越长，他们在上面的交易就越多。三年后，用户的交易量大约翻了一番，到第五年，他们的交易量增加了两倍多。这说明了该应用程序的巨大粘性，也反映了用户对它的高度满意度。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0b1048371138429abea215d9d0f75b78\" tg-width=\"640\" tg-height=\"350\" width=\"100%\" height=\"auto\"><span>Source: Grab Investor Presentation</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Grab投资者介绍</span></p></blockquote></p><p> <b>International Expansion</b></p><p><blockquote><b>国际扩张</b></blockquote></p><p> One of the more exciting things about Grab is how many countries it operates in, and the number of services it offers in each. The slide below shows the services offered in each of the markets served by Grab.</p><p><blockquote>Grab更令人兴奋的事情之一是它在多少个国家开展业务，以及它在每个国家提供的服务数量。下面的幻灯片显示了Grab在每个市场提供的服务。</blockquote></p><p> While users come to the app initially for food deliveries and rides, we believe it will be the financial services that really bring profitable growth for the company. Things like loans, micro-credits, and insurance products should bring profitable growth for the company.</p><p><blockquote>虽然用户最初使用该应用程序是为了送餐和乘车，但我们相信真正为公司带来盈利增长的将是金融服务。像贷款、小额信贷和保险产品这样的东西应该会给公司带来盈利增长。</blockquote></p><p> According to the OECD,GDP for the region is expected to grow by 4.9% per year during the period 2020-2024, slightly down from the average rate of 5% in 2013-2017.</p><p><blockquote>根据经合组织的数据，该地区的国内生产总值预计在2020-2024年期间每年增长4.9%，略低于2013-2017年5%的平均增长率。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b094b954a6ff2a9be4fc65c073208521\" tg-width=\"640\" tg-height=\"361\" width=\"100%\" height=\"auto\"><span>Source: Grab Investor Presentation</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Grab投资者介绍</span></p></blockquote></p><p> <b>Financials</b></p><p><blockquote><b>财务</b></blockquote></p><p> Turning our attention to the financials we see that the company isn't projecting to become EBITDA profitable until 2023, when it is projected to reach $0.5 billion. This gives the company an EV/EBITDA 2023 multiple of ~60x, which we find excessive given the uncertainty of the financial projections and the level of risk. We understand some investors are confident the company will achieve operating leverage and that it will continue growing for many years, but even then we believe the valuation to be too demanding given the level of uncertainty for future results.</p><p><blockquote>将注意力转向财务状况，我们发现该公司预计要到2023年才能实现EBITDA盈利，届时预计将达到5亿美元。这使得该公司2023年的EV/EBITDA倍数约为60倍，考虑到财务预测和风险水平的不确定性，我们认为这一倍数过高。我们知道一些投资者对该公司将实现运营杠杆并将继续增长多年充满信心，但即便如此，考虑到未来业绩的不确定性，我们认为估值过于苛刻。</blockquote></p><p></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/05b52eab933ed612ab245e32a04c21a8\" tg-width=\"640\" tg-height=\"350\" width=\"100%\" height=\"auto\"><span>Source: Grab Investor Presentation</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Grab投资者介绍</span></p></blockquote></p><p> <b>Risks</b></p><p><blockquote><b>风险</b></blockquote></p><p> The main risk we see with an investment in Grab is over paying for the shares. While the company's app is ubiquitous in South East Asia the current valuation already prices significant growth and profitability improvements. In other words, it is priced for perfection.</p><p><blockquote>我们认为投资Grab的主要风险是支付过高的股票费用。虽然该公司的应用程序在东南亚无处不在，但目前的估值已经体现了显着的增长和盈利能力的提高。换句话说，它的定价是为了完美。</blockquote></p><p> There is also the matter of competition, where several well funded companies are going to fight for market share and erode profitability. These include Uber in some markets, but mainly Indonesia's GoTo,the company created through the merger of ride-sharing firm Gojek and e-commerce company Tokopedia.</p><p><blockquote>还有竞争问题，几家资金雄厚的公司将争夺市场份额并削弱盈利能力。其中包括一些市场的优步，但主要是印度尼西亚的GoTo，该公司由拼车公司Gojek和电子商务公司Tokopedia合并而成。</blockquote></p><p> We find the company exciting and will continue to follow its progress, but at this time we are not buyers of the shares.</p><p><blockquote>我们发现该公司令人兴奋，并将继续关注其进展，但目前我们不是股票的买家。</blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> Grab is one of the most exciting companies right now that offers broad exposure to the economic growth in South East Asia. The company keeps growing and adding services to its app, while gaining users and getting closer to profitability.</p><p><blockquote>Grab是目前最令人兴奋的公司之一，为东南亚的经济增长提供了广泛的机会。该公司不断发展并为其应用程序添加服务，同时赢得用户并接近盈利。</blockquote></p><p> The one problem we have with an investment in the company is that at current prices much of the growth is already priced in. Unless the company manages to exceed expectations we do not see how investors at this price could get a good return on investment.</p><p><blockquote>我们投资该公司的一个问题是，按照目前的价格，大部分增长已经被消化了。除非该公司设法超出预期，否则我们不认为投资者在这个价格下如何获得良好的投资回报。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4445020-grab-is-growing-fast-but-the-valuation-is-too-high\">seekingalpha</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":{},"source_url":"https://seekingalpha.com/article/4445020-grab-is-growing-fast-but-the-valuation-is-too-high","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132789984","content_text":"Summary\n\nGrab is set to merge with SPAC Altimeter Growth Corp. by the end of the year. Investors wanting to invest in the company can do so by buying the SPAC shares now.\nThe company is valued at ~$45 billion, which we believe is way too generous.\nIt is still worth watching given the fact that it is the biggest super app in South East Asia and it offers a multitude of services.\nEconomic growth in South East Asia is expected to be robust, with annual growth estimated at 4.9% per year.\n\nbankkgraphy/iStock via Getty Images\nGrab is the number one super app in Southeast Asia, investors not familiar with it can think of it as merging Uber with a banking app. Its services include mobility, package deliveries, food deliveries, and financial services. The company is still private but it is set to combine with SPAC Altimeter Growth Corp (AGC) by the end of the year.\nSo what is a super app? Grab imagines customers can use the app for many of their daily needs, from ordering a ride to ordering food, or even booking a hotel.\nSource: Grab Investor Presentation\nSuch ubiquity and number of service offerings has resulted in enormous growth for the app, reaching a Gross Merchandise Value (GMV) on its platform of $12.5 billion in 2020. Its net adjusted revenue reaching $1.6 billion, thanks to 1.9 billion transactions, making the app the number one in the region for deliveries, mobility, and financial services.\nThis gives the platform significant scale, with year 2020 GMV of $5.5 billion for food deliveries, $3.2 billion for mobility, and $8.9 billion for financial services.\nSuch ubiquity and number of service offerings has resulted in enormous growth for the app, reaching a Gross Merchandise Value (GMV) on its platform of $12.5 billion in 2020. Its net adjusted revenue reaching $1.6 billion, thanks to 1.9 billion transactions, making the app the number one in the region for deliveries, mobility, and financial services.\nThis gives the platform significant scale, with year 2020 GMV of $5.5 billion for food deliveries, $3.2 billion for mobility, and $8.9 billion for financial services.\nSource: Grab Investor Presentation\nCohort Analysis\nLooking at the different cohorts of users it is clear that the longer they have the app installed the more they transact on it. After three years users approximately double the transaction amount, and by year five they more than triple their transactions. This speaks to significant stickiness for the app, and it reflects high user satisfaction with it.\nSource: Grab Investor Presentation\nInternational Expansion\nOne of the more exciting things about Grab is how many countries it operates in, and the number of services it offers in each. The slide below shows the services offered in each of the markets served by Grab.\nWhile users come to the app initially for food deliveries and rides, we believe it will be the financial services that really bring profitable growth for the company. Things like loans, micro-credits, and insurance products should bring profitable growth for the company.\nAccording to the OECD,GDP for the region is expected to grow by 4.9% per year during the period 2020-2024, slightly down from the average rate of 5% in 2013-2017.\nSource: Grab Investor Presentation\nFinancials\nTurning our attention to the financials we see that the company isn't projecting to become EBITDA profitable until 2023, when it is projected to reach $0.5 billion. This gives the company an EV/EBITDA 2023 multiple of ~60x, which we find excessive given the uncertainty of the financial projections and the level of risk. We understand some investors are confident the company will achieve operating leverage and that it will continue growing for many years, but even then we believe the valuation to be too demanding given the level of uncertainty for future results.\nSource: Grab Investor Presentation\nRisks\nThe main risk we see with an investment in Grab is over paying for the shares. While the company's app is ubiquitous in South East Asia the current valuation already prices significant growth and profitability improvements. In other words, it is priced for perfection.\nThere is also the matter of competition, where several well funded companies are going to fight for market share and erode profitability. These include Uber in some markets, but mainly Indonesia's GoTo,the company created through the merger of ride-sharing firm Gojek and e-commerce company Tokopedia.\nWe find the company exciting and will continue to follow its progress, but at this time we are not buyers of the shares.\nConclusion\nGrab is one of the most exciting companies right now that offers broad exposure to the economic growth in South East Asia. The company keeps growing and adding services to its app, while gaining users and getting closer to profitability.\nThe one problem we have with an investment in the company is that at current prices much of the growth is already priced in. Unless the company manages to exceed expectations we do not see how investors at this price could get a good return on investment.","news_type":1,"symbols_score_info":{"AGC":0.9}},"isVote":1,"tweetType":1,"viewCount":2532,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808330231,"gmtCreate":1627555306223,"gmtModify":1633763851589,"author":{"id":"3581738574656138","authorId":"3581738574656138","name":"victorchow","avatar":"https://static.tigerbbs.com/a6956fe8619a628c2db9e1c2e265981c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581738574656138","idStr":"3581738574656138"},"themes":[],"htmlText":"Yeh...","listText":"Yeh...","text":"Yeh...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/808330231","repostId":"1150368331","repostType":4,"repost":{"id":"1150368331","kind":"news","pubTimestamp":1627550617,"share":"https://www.laohu8.com/m/news/1150368331?lang=zh_CN&edition=full","pubTime":"2021-07-29 17:23","market":"us","language":"en","title":"Stock-market investors are ‘staring down the barrel of seasonal weakness for next 3 months’<blockquote>股市投资者正在“关注未来三个月的季节性疲软”</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1150368331","media":"MarketWatch","summary":"Stock market likely to face ‘readjustment period’: deGraaf\nMidsummer blues? SEBASTIEN SALOM-GOMIS/AG","content":"<p>Stock market likely to face ‘readjustment period’: deGraaf</p><p><blockquote>德格拉夫：股市可能面临“调整期”</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bdd60b246407ebeffde47c97ef392dbb\" tg-width=\"700\" tg-height=\"467\" width=\"100%\" height=\"auto\"><span>Midsummer blues? SEBASTIEN SALOM-GOMIS/AGENCE FRANCE-PRESSE/GETTY IMAGES</span></p><p><blockquote><p class=\"t-img-caption\"><span>仲夏忧郁？塞巴斯蒂安·萨洛姆-戈米斯/法新社/盖蒂图片社</span></p></blockquote></p><p> It’s the most unfavorable time of the year when it comes to stock-market “seasonality”, and while that’s usually not enough to dictate market calls, it’s worth paying attention to, a top Wall Street chart watcher warned on Wednesday.</p><p><blockquote>一位顶级图表观察人士周三警告称，就股市“季节性”而言，这是一年中最不利的时间，虽然这通常不足以决定市场评级，但值得关注。</blockquote></p><p> “We are now standing at the weakest point in market seasonality for the next three months,” said Jeff deGraaf, founder of Renaissance Macro Research, in a Thursday note, referring to the chart tracking seasonal 3-month forward returns below:</p><p><blockquote>Renaissance Macro Research创始人杰夫·德格拉夫(Jeff deGraaf)在周四的一份报告中表示：“我们现在正处于未来三个月市场季节性的最低点。”他指的是下面跟踪季节性3个月远期回报的图表：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6ca9bfb57bece1c32df911d998c4de19\" tg-width=\"700\" tg-height=\"564\" width=\"100%\" height=\"auto\"><span>RENAISSANCE MACRO</span></p><p><blockquote><p class=\"t-img-caption\"><span>宏观复兴</span></p></blockquote></p><p> “The data goes back to 1928 and is rarely a sufficient catalyst to make a call, but with breadth divergences, elevated sentiment, and peak-data we suspect seasonal patterns will be more typical than not,” he wrote.</p><p><blockquote>他写道：“这些数据可以追溯到1928年，很少能成为形成看涨期权的足够催化剂，但由于广度差异、情绪高涨和峰值数据，我们怀疑季节性模式将更加典型。”</blockquote></p><p> Seasonality refers to the tendency of markets to perform better or worse during certain periods of the year. It’s perhaps most famously illustrated by the stock-market adage, “sell in May and go away,,” which refers to the historical tendency for the stock market to perform better from November through April than from May through October.</p><p><blockquote>季节性是指市场在一年中的某些时期表现更好或更差的趋势。也许最著名的例子是股市格言“五月卖出，然后走开”，这是指股市从11月到4月表现好于5月到10月的历史趋势。</blockquote></p><p> As deGraaf indicated, such seasonal factors typically aren’t viewed as sufficient in themselves to justify making trading calls.</p><p><blockquote>正如德格拉夫指出的那样，此类季节性因素本身通常不足以证明进行评级交易的合理性。</blockquote></p><p> The Dow Jones Industrial Average,S&P 500 and Nasdaq Composite pulled back Tuesday after finishing at record levels in the previous session. Stocks were putting in a mixed performance on Wednesday.</p><p><blockquote>道琼斯工业平均指数、标普500指数和纳斯达克综合指数在前一交易日收于创纪录水平后周二回落。周三股市表现好坏参半。</blockquote></p><p> So what does he expect the next three months to look like?</p><p><blockquote>那么他预计接下来的三个月会是什么样子呢？</blockquote></p><p> “It’s likely to be a readjustment period, rotational and important to pay attention to relative strength changes,” he said.</p><p><blockquote>“这可能是一个重新调整期，轮换，关注相对实力变化很重要，”他说。</blockquote></p><p></p>","source":"lsy1603348471595","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>Stock-market investors are ‘staring down the barrel of seasonal weakness for next 3 months’<blockquote>股市投资者正在“关注未来三个月的季节性疲软”</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\">\nStock-market investors are ‘staring down the barrel of seasonal weakness for next 3 months’<blockquote>股市投资者正在“关注未来三个月的季节性疲软”</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-07-29 17:23</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Stock market likely to face ‘readjustment period’: deGraaf</p><p><blockquote>德格拉夫：股市可能面临“调整期”</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bdd60b246407ebeffde47c97ef392dbb\" tg-width=\"700\" tg-height=\"467\" width=\"100%\" height=\"auto\"><span>Midsummer blues? SEBASTIEN SALOM-GOMIS/AGENCE FRANCE-PRESSE/GETTY IMAGES</span></p><p><blockquote><p class=\"t-img-caption\"><span>仲夏忧郁？塞巴斯蒂安·萨洛姆-戈米斯/法新社/盖蒂图片社</span></p></blockquote></p><p> It’s the most unfavorable time of the year when it comes to stock-market “seasonality”, and while that’s usually not enough to dictate market calls, it’s worth paying attention to, a top Wall Street chart watcher warned on Wednesday.</p><p><blockquote>一位顶级图表观察人士周三警告称，就股市“季节性”而言，这是一年中最不利的时间，虽然这通常不足以决定市场评级，但值得关注。</blockquote></p><p> “We are now standing at the weakest point in market seasonality for the next three months,” said Jeff deGraaf, founder of Renaissance Macro Research, in a Thursday note, referring to the chart tracking seasonal 3-month forward returns below:</p><p><blockquote>Renaissance Macro Research创始人杰夫·德格拉夫(Jeff deGraaf)在周四的一份报告中表示：“我们现在正处于未来三个月市场季节性的最低点。”他指的是下面跟踪季节性3个月远期回报的图表：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6ca9bfb57bece1c32df911d998c4de19\" tg-width=\"700\" tg-height=\"564\" width=\"100%\" height=\"auto\"><span>RENAISSANCE MACRO</span></p><p><blockquote><p class=\"t-img-caption\"><span>宏观复兴</span></p></blockquote></p><p> “The data goes back to 1928 and is rarely a sufficient catalyst to make a call, but with breadth divergences, elevated sentiment, and peak-data we suspect seasonal patterns will be more typical than not,” he wrote.</p><p><blockquote>他写道：“这些数据可以追溯到1928年，很少能成为形成看涨期权的足够催化剂，但由于广度差异、情绪高涨和峰值数据，我们怀疑季节性模式将更加典型。”</blockquote></p><p> Seasonality refers to the tendency of markets to perform better or worse during certain periods of the year. It’s perhaps most famously illustrated by the stock-market adage, “sell in May and go away,,” which refers to the historical tendency for the stock market to perform better from November through April than from May through October.</p><p><blockquote>季节性是指市场在一年中的某些时期表现更好或更差的趋势。也许最著名的例子是股市格言“五月卖出，然后走开”，这是指股市从11月到4月表现好于5月到10月的历史趋势。</blockquote></p><p> As deGraaf indicated, such seasonal factors typically aren’t viewed as sufficient in themselves to justify making trading calls.</p><p><blockquote>正如德格拉夫指出的那样，此类季节性因素本身通常不足以证明进行评级交易的合理性。</blockquote></p><p> The Dow Jones Industrial Average,S&P 500 and Nasdaq Composite pulled back Tuesday after finishing at record levels in the previous session. Stocks were putting in a mixed performance on Wednesday.</p><p><blockquote>道琼斯工业平均指数、标普500指数和纳斯达克综合指数在前一交易日收于创纪录水平后周二回落。周三股市表现好坏参半。</blockquote></p><p> So what does he expect the next three months to look like?</p><p><blockquote>那么他预计接下来的三个月会是什么样子呢？</blockquote></p><p> “It’s likely to be a readjustment period, rotational and important to pay attention to relative strength changes,” he said.</p><p><blockquote>“这可能是一个重新调整期，轮换，关注相对实力变化很重要，”他说。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/stock-market-investors-are-staring-down-the-barrel-of-seasonal-weakness-for-next-3-months-11627482153?mod=home-page\">MarketWatch</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://www.marketwatch.com/story/stock-market-investors-are-staring-down-the-barrel-of-seasonal-weakness-for-next-3-months-11627482153?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150368331","content_text":"Stock market likely to face ‘readjustment period’: deGraaf\nMidsummer blues? SEBASTIEN SALOM-GOMIS/AGENCE FRANCE-PRESSE/GETTY IMAGES\nIt’s the most unfavorable time of the year when it comes to stock-market “seasonality”, and while that’s usually not enough to dictate market calls, it’s worth paying attention to, a top Wall Street chart watcher warned on Wednesday.\n“We are now standing at the weakest point in market seasonality for the next three months,” said Jeff deGraaf, founder of Renaissance Macro Research, in a Thursday note, referring to the chart tracking seasonal 3-month forward returns below:\nRENAISSANCE MACRO\n“The data goes back to 1928 and is rarely a sufficient catalyst to make a call, but with breadth divergences, elevated sentiment, and peak-data we suspect seasonal patterns will be more typical than not,” he wrote.\nSeasonality refers to the tendency of markets to perform better or worse during certain periods of the year. It’s perhaps most famously illustrated by the stock-market adage, “sell in May and go away,,” which refers to the historical tendency for the stock market to perform better from November through April than from May through October.\nAs deGraaf indicated, such seasonal factors typically aren’t viewed as sufficient in themselves to justify making trading calls.\nThe Dow Jones Industrial Average,S&P 500 and Nasdaq Composite pulled back Tuesday after finishing at record levels in the previous session. Stocks were putting in a mixed performance on Wednesday.\nSo what does he expect the next three months to look like?\n“It’s likely to be a readjustment period, rotational and important to pay attention to relative strength changes,” he said.","news_type":1,"symbols_score_info":{".SPX":0.9,".IXIC":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":886,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":142435647,"gmtCreate":1626166681389,"gmtModify":1633929464292,"author":{"id":"3581738574656138","authorId":"3581738574656138","name":"victorchow","avatar":"https://static.tigerbbs.com/a6956fe8619a628c2db9e1c2e265981c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581738574656138","idStr":"3581738574656138"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/142435647","repostId":"2151524845","repostType":4,"isVote":1,"tweetType":1,"viewCount":2777,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":153741219,"gmtCreate":1625053872831,"gmtModify":1633945426782,"author":{"id":"3581738574656138","authorId":"3581738574656138","name":"victorchow","avatar":"https://static.tigerbbs.com/a6956fe8619a628c2db9e1c2e265981c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581738574656138","idStr":"3581738574656138"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/153741219","repostId":"2147857298","repostType":4,"isVote":1,"tweetType":1,"viewCount":2463,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":127628545,"gmtCreate":1624846912987,"gmtModify":1633948031810,"author":{"id":"3581738574656138","authorId":"3581738574656138","name":"victorchow","avatar":"https://static.tigerbbs.com/a6956fe8619a628c2db9e1c2e265981c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581738574656138","idStr":"3581738574656138"},"themes":[],"htmlText":"👍😁","listText":"👍😁","text":"👍😁","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/127628545","repostId":"2146007118","repostType":4,"isVote":1,"tweetType":1,"viewCount":1050,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":123451989,"gmtCreate":1624436036041,"gmtModify":1634006167920,"author":{"id":"3581738574656138","authorId":"3581738574656138","name":"victorchow","avatar":"https://static.tigerbbs.com/a6956fe8619a628c2db9e1c2e265981c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581738574656138","idStr":"3581738574656138"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/123451989","repostId":"1128236138","repostType":4,"isVote":1,"tweetType":1,"viewCount":1587,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":123459661,"gmtCreate":1624435958553,"gmtModify":1634006168956,"author":{"id":"3581738574656138","authorId":"3581738574656138","name":"victorchow","avatar":"https://static.tigerbbs.com/a6956fe8619a628c2db9e1c2e265981c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581738574656138","idStr":"3581738574656138"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/123459661","repostId":"1140539864","repostType":4,"repost":{"id":"1140539864","kind":"news","pubTimestamp":1624431752,"share":"https://www.laohu8.com/m/news/1140539864?lang=zh_CN&edition=full","pubTime":"2021-06-23 15:02","market":"us","language":"en","title":"Why Virgin Galactic, Nikola, and Bloom Energy Stocks Jumped Tuesday<blockquote>为什么维珍银河、尼古拉和布鲁姆能源股票周二上涨</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1140539864","media":"Motley Fool","summary":"Names with high short interest continue to be the focus of retail traders hoping for a short squeeze","content":"<p> Names with high short interest continue to be the focus of retail traders hoping for a short squeeze. <b>What happened</b></p><p><blockquote>空头兴趣高的公司仍然是希望轧空的散户交易者关注的焦点。<b>发生了什么</b></blockquote></p><p> The stocks of companies that could make potential short squeeze candidates continue to be the focus of many retail traders. Tuesday, three speculative names with high short interest are jumping higher. Shares of space tourism company<b>Virgin Galactic Holdings</b>(NYSE:SPCE), electric vehicle hopeful<b>Nikola</b>(NASDAQ:NKLA), and hydrogen fuel cell maker<b>Bloom Energy</b>(NYSE:BE)all jumped Tuesday. As of 3:35 p.m. EDT:</p><p><blockquote>可能成为潜在轧空候选者的公司股票仍然是许多散户交易者关注的焦点。周二，三家空头兴趣较高的投机公司股价走高。太空旅游公司股份<b>维珍银河控股</b>（纽约证券交易所代码：SPCE），电动汽车充满希望<b>尼古拉</b>（纳斯达克：NKLA）和氢燃料电池制造商<b>布鲁姆能源</b>（纽约证券交易所代码：BE）周二全部上涨。截至下午3:35美国东部时间：</blockquote></p><p> <ul> <li>Virgin Galactic was up 9.2%</li> <li>Nikola was up 7.7%</li> <li>Bloom Energy was up 4.5%</li> </ul> <b>So what</b></p><p><blockquote><ul><li>维珍银河上涨9.2%</li><li>尼古拉上涨7.7%</li><li>布鲁姆能源上涨4.5%</li></ul><b>那又怎样</b></blockquote></p><p> With its share price trading around $40, it's notable that the July 16, 2021 $100 call options on Virgin Galactic had some of the highest implied volatility of all equity options Tuesday, according to Yahoo! Finance. Along with trading volume already more than double the 60-day daily average, this implies traders are hoping shares surge more than 150% to record highs in just the next three weeks.</p><p><blockquote>据雅虎称，由于其股价交易价格约为40美元，值得注意的是，维珍银河2021年7月16日发行的100美元看涨期权期权周二的隐含波动率是所有股票期权中最高的。金融。随着交易量已经是60天日平均水平的两倍多，这意味着交易员希望股价在未来三周内飙升150%以上，创下历史新高。</blockquote></p><p> Part of the thinking of traders in Virgin Galactic call options may be that high short interest in the stock could set shares up to move higher. As of late May, 28% of the public share float was sold short. Retail traders likely are hoping for ashort squeezesimilar to what occurred in other meme stocks. Similarly, Nikola and Bloom Energy had a respective 32% and 12% of their floats sold short, according to data from MarketWatch.</p><p><blockquote>维珍银河看涨期权期权交易员的部分想法可能是，对该股的高空头兴趣可能会推动股价走高。截至5月底，28%的公众流通股被卖空。散户交易者可能希望出现类似于其他模因股票发生的情况的空头挤压。同样，根据MarketWatch的数据，Nikola和Bloom Energy分别有32%和12%的流通股被卖空。</blockquote></p><p> <b>Now what</b></p><p><blockquote><b>现在怎么办</b></blockquote></p><p> Each of these stocks is speculative, and Virgin Galactic and Nikola aren't yet even bringing in revenue. Nothing of note was announced by these companies Tuesday to explain the stock movement. Nikola did file a Securities and Exchange Commission statement registering more than 18 million shares for potential sale. But that was related to capital it recently raised through a private deal, and any proceeds from the newly registered shares would be going to the stockholder, and not the company.</p><p><blockquote>这些股票都是投机性的，维珍银河和尼古拉甚至还没有带来收入。这些公司周二没有宣布任何值得注意的消息来解释股价走势。尼古拉确实向美国证券交易委员会提交了一份声明，登记了超过1800万股可能出售的股票。但这与它最近通过私人交易筹集的资本有关，新注册股票的任何收益都将归股东所有，而不是公司所有。</blockquote></p><p> Investors may be interested in Bloom Energy Tuesday because of a quarterly financial release from fellow hydrogen fuel cell technology company<b>Plug Power</b> (NASDAQ:PLUG).That report was a mix of strong sales growthoffset by continued net losses from that company. A growing hydrogen economy would be good news for Bloom, and company management expressed optimism in its recently released first quarter report for the period ended March 31, 2021. Revenue growth was also strong, and Bloom Energy CFO Greg Cameron said in a statement, \"We are confident in our guidance and are on the way to being a $1 billion revenue business that is well positioned for future growth.\"</p><p><blockquote>投资者周二可能会对Bloom Energy感兴趣，因为氢燃料电池技术公司发布了季度财务报告<b>普拉格能源</b>（纳斯达克：插头）。该报告的结果是强劲的销售增长被该公司持续的净亏损所抵消。不断增长的氢经济对Bloom来说是个好消息，公司管理层在最近发布的截至2021年3月31日的第一季度报告中表达了乐观情绪。收入增长也很强劲，Bloom Energy首席财务官格雷格·卡梅伦(Greg Cameron)在一份声明中表示，“我们对我们的指导充满信心，并有望成为收入10亿美元的业务，为未来的增长做好了准备。”</blockquote></p><p> But Tuesday's stock action seems more likely influenced by retail traders looking to turn high short interest into a rising stock price if shorts areforced to cover sold shares. For long-term investors, this type of move isn't critical to an investing thesis -- even for speculative stocks like these.</p><p><blockquote>但周二的股票走势似乎更有可能受到散户交易者的影响，如果空头被迫回补已售股票，他们希望将高空头兴趣转化为股价上涨。对于长期投资者来说，这种类型的举动对于投资论点并不重要——即使对于像这样的投机性股票也是如此。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Virgin Galactic, Nikola, and Bloom Energy Stocks Jumped Tuesday<blockquote>为什么维珍银河、尼古拉和布鲁姆能源股票周二上涨</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Virgin Galactic, Nikola, and Bloom Energy Stocks Jumped Tuesday<blockquote>为什么维珍银河、尼古拉和布鲁姆能源股票周二上涨</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-06-23 15:02</span>\n</p>\n</h4>\n</header>\n<article>\n<p> Names with high short interest continue to be the focus of retail traders hoping for a short squeeze. <b>What happened</b></p><p><blockquote>空头兴趣高的公司仍然是希望轧空的散户交易者关注的焦点。<b>发生了什么</b></blockquote></p><p> The stocks of companies that could make potential short squeeze candidates continue to be the focus of many retail traders. Tuesday, three speculative names with high short interest are jumping higher. Shares of space tourism company<b>Virgin Galactic Holdings</b>(NYSE:SPCE), electric vehicle hopeful<b>Nikola</b>(NASDAQ:NKLA), and hydrogen fuel cell maker<b>Bloom Energy</b>(NYSE:BE)all jumped Tuesday. As of 3:35 p.m. EDT:</p><p><blockquote>可能成为潜在轧空候选者的公司股票仍然是许多散户交易者关注的焦点。周二，三家空头兴趣较高的投机公司股价走高。太空旅游公司股份<b>维珍银河控股</b>（纽约证券交易所代码：SPCE），电动汽车充满希望<b>尼古拉</b>（纳斯达克：NKLA）和氢燃料电池制造商<b>布鲁姆能源</b>（纽约证券交易所代码：BE）周二全部上涨。截至下午3:35美国东部时间：</blockquote></p><p> <ul> <li>Virgin Galactic was up 9.2%</li> <li>Nikola was up 7.7%</li> <li>Bloom Energy was up 4.5%</li> </ul> <b>So what</b></p><p><blockquote><ul><li>维珍银河上涨9.2%</li><li>尼古拉上涨7.7%</li><li>布鲁姆能源上涨4.5%</li></ul><b>那又怎样</b></blockquote></p><p> With its share price trading around $40, it's notable that the July 16, 2021 $100 call options on Virgin Galactic had some of the highest implied volatility of all equity options Tuesday, according to Yahoo! Finance. Along with trading volume already more than double the 60-day daily average, this implies traders are hoping shares surge more than 150% to record highs in just the next three weeks.</p><p><blockquote>据雅虎称，由于其股价交易价格约为40美元，值得注意的是，维珍银河2021年7月16日发行的100美元看涨期权期权周二的隐含波动率是所有股票期权中最高的。金融。随着交易量已经是60天日平均水平的两倍多，这意味着交易员希望股价在未来三周内飙升150%以上，创下历史新高。</blockquote></p><p> Part of the thinking of traders in Virgin Galactic call options may be that high short interest in the stock could set shares up to move higher. As of late May, 28% of the public share float was sold short. Retail traders likely are hoping for ashort squeezesimilar to what occurred in other meme stocks. Similarly, Nikola and Bloom Energy had a respective 32% and 12% of their floats sold short, according to data from MarketWatch.</p><p><blockquote>维珍银河看涨期权期权交易员的部分想法可能是，对该股的高空头兴趣可能会推动股价走高。截至5月底，28%的公众流通股被卖空。散户交易者可能希望出现类似于其他模因股票发生的情况的空头挤压。同样，根据MarketWatch的数据，Nikola和Bloom Energy分别有32%和12%的流通股被卖空。</blockquote></p><p> <b>Now what</b></p><p><blockquote><b>现在怎么办</b></blockquote></p><p> Each of these stocks is speculative, and Virgin Galactic and Nikola aren't yet even bringing in revenue. Nothing of note was announced by these companies Tuesday to explain the stock movement. Nikola did file a Securities and Exchange Commission statement registering more than 18 million shares for potential sale. But that was related to capital it recently raised through a private deal, and any proceeds from the newly registered shares would be going to the stockholder, and not the company.</p><p><blockquote>这些股票都是投机性的，维珍银河和尼古拉甚至还没有带来收入。这些公司周二没有宣布任何值得注意的消息来解释股价走势。尼古拉确实向美国证券交易委员会提交了一份声明，登记了超过1800万股可能出售的股票。但这与它最近通过私人交易筹集的资本有关，新注册股票的任何收益都将归股东所有，而不是公司所有。</blockquote></p><p> Investors may be interested in Bloom Energy Tuesday because of a quarterly financial release from fellow hydrogen fuel cell technology company<b>Plug Power</b> (NASDAQ:PLUG).That report was a mix of strong sales growthoffset by continued net losses from that company. A growing hydrogen economy would be good news for Bloom, and company management expressed optimism in its recently released first quarter report for the period ended March 31, 2021. Revenue growth was also strong, and Bloom Energy CFO Greg Cameron said in a statement, \"We are confident in our guidance and are on the way to being a $1 billion revenue business that is well positioned for future growth.\"</p><p><blockquote>投资者周二可能会对Bloom Energy感兴趣，因为氢燃料电池技术公司发布了季度财务报告<b>普拉格能源</b>（纳斯达克：插头）。该报告的结果是强劲的销售增长被该公司持续的净亏损所抵消。不断增长的氢经济对Bloom来说是个好消息，公司管理层在最近发布的截至2021年3月31日的第一季度报告中表达了乐观情绪。收入增长也很强劲，Bloom Energy首席财务官格雷格·卡梅伦(Greg Cameron)在一份声明中表示，“我们对我们的指导充满信心，并有望成为收入10亿美元的业务，为未来的增长做好了准备。”</blockquote></p><p> But Tuesday's stock action seems more likely influenced by retail traders looking to turn high short interest into a rising stock price if shorts areforced to cover sold shares. For long-term investors, this type of move isn't critical to an investing thesis -- even for speculative stocks like these.</p><p><blockquote>但周二的股票走势似乎更有可能受到散户交易者的影响，如果空头被迫回补已售股票，他们希望将高空头兴趣转化为股价上涨。对于长期投资者来说，这种类型的举动对于投资论点并不重要——即使对于像这样的投机性股票也是如此。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/06/22/why-virgin-galactic-nikola-and-bloom-energy-stocks/\">Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPCE":"维珍银河","BE":"Bloom Energy Corp"},"source_url":"https://www.fool.com/investing/2021/06/22/why-virgin-galactic-nikola-and-bloom-energy-stocks/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140539864","content_text":"Names with high short interest continue to be the focus of retail traders hoping for a short squeeze.\n\nWhat happened\nThe stocks of companies that could make potential short squeeze candidates continue to be the focus of many retail traders. Tuesday, three speculative names with high short interest are jumping higher. Shares of space tourism companyVirgin Galactic Holdings(NYSE:SPCE), electric vehicle hopefulNikola(NASDAQ:NKLA), and hydrogen fuel cell makerBloom Energy(NYSE:BE)all jumped Tuesday. As of 3:35 p.m. EDT:\n\nVirgin Galactic was up 9.2%\nNikola was up 7.7%\nBloom Energy was up 4.5%\n\nSo what\nWith its share price trading around $40, it's notable that the July 16, 2021 $100 call options on Virgin Galactic had some of the highest implied volatility of all equity options Tuesday, according to Yahoo! Finance. Along with trading volume already more than double the 60-day daily average, this implies traders are hoping shares surge more than 150% to record highs in just the next three weeks.\nPart of the thinking of traders in Virgin Galactic call options may be that high short interest in the stock could set shares up to move higher. As of late May, 28% of the public share float was sold short. Retail traders likely are hoping for ashort squeezesimilar to what occurred in other meme stocks. Similarly, Nikola and Bloom Energy had a respective 32% and 12% of their floats sold short, according to data from MarketWatch.\nNow what\nEach of these stocks is speculative, and Virgin Galactic and Nikola aren't yet even bringing in revenue. Nothing of note was announced by these companies Tuesday to explain the stock movement. Nikola did file a Securities and Exchange Commission statement registering more than 18 million shares for potential sale. But that was related to capital it recently raised through a private deal, and any proceeds from the newly registered shares would be going to the stockholder, and not the company.\nInvestors may be interested in Bloom Energy Tuesday because of a quarterly financial release from fellow hydrogen fuel cell technology companyPlug Power (NASDAQ:PLUG).That report was a mix of strong sales growthoffset by continued net losses from that company. A growing hydrogen economy would be good news for Bloom, and company management expressed optimism in its recently released first quarter report for the period ended March 31, 2021. Revenue growth was also strong, and Bloom Energy CFO Greg Cameron said in a statement, \"We are confident in our guidance and are on the way to being a $1 billion revenue business that is well positioned for future growth.\"\nBut Tuesday's stock action seems more likely influenced by retail traders looking to turn high short interest into a rising stock price if shorts areforced to cover sold shares. For long-term investors, this type of move isn't critical to an investing thesis -- even for speculative stocks like these.","news_type":1,"symbols_score_info":{"NKLA":0.9,"BE":0.9,"SPCE":0.9}},"isVote":1,"tweetType":1,"viewCount":1987,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":165812368,"gmtCreate":1624115216554,"gmtModify":1634010573512,"author":{"id":"3581738574656138","authorId":"3581738574656138","name":"victorchow","avatar":"https://static.tigerbbs.com/a6956fe8619a628c2db9e1c2e265981c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581738574656138","idStr":"3581738574656138"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/165812368","repostId":"1113942445","repostType":4,"isVote":1,"tweetType":1,"viewCount":2346,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":166288136,"gmtCreate":1624012083125,"gmtModify":1634024150489,"author":{"id":"3581738574656138","authorId":"3581738574656138","name":"victorchow","avatar":"https://static.tigerbbs.com/a6956fe8619a628c2db9e1c2e265981c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581738574656138","idStr":"3581738574656138"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/166288136","repostId":"2144226637","repostType":4,"isVote":1,"tweetType":1,"viewCount":1382,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":118975041,"gmtCreate":1622716660483,"gmtModify":1634098847659,"author":{"id":"3581738574656138","authorId":"3581738574656138","name":"victorchow","avatar":"https://static.tigerbbs.com/a6956fe8619a628c2db9e1c2e265981c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581738574656138","idStr":"3581738574656138"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/118975041","repostId":"1192697639","repostType":4,"repost":{"id":"1192697639","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1622703096,"share":"https://www.laohu8.com/m/news/1192697639?lang=zh_CN&edition=full","pubTime":"2021-06-03 14:51","market":"us","language":"en","title":"BlackBerry Overtakes AMC To Become Top WallStreetBets Interest<blockquote>黑莓超越AMC成为WallStreetBets最感兴趣的公司</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1192697639","media":"Benzinga","summary":"BlackBerry Limited continues to see increased interest from retail investors and has now overtaken A","content":"<p><b>BlackBerry Limited</b> continues to see increased interest from retail investors and has now overtaken <b>AMC Entertainment Holdings Inc.</b> to emerge as the most-mentioned stock on Reddit’s r/WallStreetBets forum.</p><p><blockquote><b>黑莓有限公司</b>散户投资者的兴趣继续增加，现已超过<b>AMC院线控股公司。</b>成为Reddit r/WallStreetBets论坛上被提及最多的股票。</blockquote></p><p> <b>What Happened</b>: Canada-based tech company BlackBerry had 7,957 mentions on the Reddit forum during the last 24 hours, data from Quiver Quantitative showed.</p><p><blockquote><b>发生了什么</b>：Quiver Quantitative的数据显示，过去24小时内，加拿大科技公司黑莓在Reddit论坛上被提及7,957次。</blockquote></p><p> In comparison, movie theatre chain AMC Entertainment was talked about 7,834 times during the same period. Gaming retailer <b>GameStop Corp.</b> was a distant third, with 2,220 mentions.</p><p><blockquote>相比之下，连锁电影院AMC院线同期被谈论了7834次。游戏零售商<b>游戏驿站公司。</b>远远落后于第三名，被提及2220次。</blockquote></p><p> The enterprise software solutions company's rise to the top is recent. AMC remains the most-talked-about stock over trailing 7-day and 30-day periods. BlackBerry is the second-most talked-about stock in a trailing 7-day period and the third-most talked-about stock over the past 30 days.</p><p><blockquote>这家企业软件解决方案公司最近才登上榜首。AMC仍然是过去7天和30天内最受关注的股票。黑莓是过去7天内第二大最受关注的股票，也是过去30天内第三大最受关注的股票。</blockquote></p><p> <b>Why It Matters:</b>The Quiver Quantitative data shows that BlackBerry has emerged as a favorite stock of retail investors over the past week. It was reported on Tuesday that BlackBerryovertookGameStop and emerged as the second-most mentioned stock just behind AMC Entertainment on the WallStreetBets forum.</p><p><blockquote><b>为什么重要：</b>箭筒量化数据显示，黑莓在过去一周已成为散户投资者最喜欢的股票。据周二报道，黑莓超越GameStop，成为WallStreetBets论坛上被提及次数第二多的股票，仅次于AMC院线。</blockquote></p><p> Retail investors are continuing to pile into BlackBerry and other Reddit-favorite stocks as they attempt a new short squeeze.</p><p><blockquote>散户投资者继续涌入黑莓和其他Reddit最喜欢的股票，试图进行新的轧空。</blockquote></p><p> BlackBerry’s shares hit a high of $28.77 in late January this year amid an epic short squeeze but had dropped significantly since then. The stock has now risen for six straight sessions and its year-to-date gains stand at 130.02%.</p><p><blockquote>今年1月下旬，黑莓股价在一场史诗般的轧空中触及28.77美元的高点，但此后大幅下跌。该股现已连续六个交易日上涨，年初至今涨幅为130.02%。</blockquote></p><p> <b>Price Action:</b>BlackBerry shares surged 31.9% higher in Wednesday’s regular trading session at $15.25 and further rose almost 3.1% in the after-hours session to $15.72.</p><p><blockquote><b>价格走势：</b>黑莓股价在周三常规交易时段飙升31.9%，至15.25美元，盘后交易时段进一步上涨近3.1%，至15.72美元。</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>BlackBerry Overtakes AMC To Become Top WallStreetBets Interest<blockquote>黑莓超越AMC成为WallStreetBets最感兴趣的公司</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\">\nBlackBerry Overtakes AMC To Become Top WallStreetBets Interest<blockquote>黑莓超越AMC成为WallStreetBets最感兴趣的公司</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\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 smaller\">2021-06-03 14:51</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p><b>BlackBerry Limited</b> continues to see increased interest from retail investors and has now overtaken <b>AMC Entertainment Holdings Inc.</b> to emerge as the most-mentioned stock on Reddit’s r/WallStreetBets forum.</p><p><blockquote><b>黑莓有限公司</b>散户投资者的兴趣继续增加，现已超过<b>AMC院线控股公司。</b>成为Reddit r/WallStreetBets论坛上被提及最多的股票。</blockquote></p><p> <b>What Happened</b>: Canada-based tech company BlackBerry had 7,957 mentions on the Reddit forum during the last 24 hours, data from Quiver Quantitative showed.</p><p><blockquote><b>发生了什么</b>：Quiver Quantitative的数据显示，过去24小时内，加拿大科技公司黑莓在Reddit论坛上被提及7,957次。</blockquote></p><p> In comparison, movie theatre chain AMC Entertainment was talked about 7,834 times during the same period. Gaming retailer <b>GameStop Corp.</b> was a distant third, with 2,220 mentions.</p><p><blockquote>相比之下，连锁电影院AMC院线同期被谈论了7834次。游戏零售商<b>游戏驿站公司。</b>远远落后于第三名，被提及2220次。</blockquote></p><p> The enterprise software solutions company's rise to the top is recent. AMC remains the most-talked-about stock over trailing 7-day and 30-day periods. BlackBerry is the second-most talked-about stock in a trailing 7-day period and the third-most talked-about stock over the past 30 days.</p><p><blockquote>这家企业软件解决方案公司最近才登上榜首。AMC仍然是过去7天和30天内最受关注的股票。黑莓是过去7天内第二大最受关注的股票，也是过去30天内第三大最受关注的股票。</blockquote></p><p> <b>Why It Matters:</b>The Quiver Quantitative data shows that BlackBerry has emerged as a favorite stock of retail investors over the past week. It was reported on Tuesday that BlackBerryovertookGameStop and emerged as the second-most mentioned stock just behind AMC Entertainment on the WallStreetBets forum.</p><p><blockquote><b>为什么重要：</b>箭筒量化数据显示，黑莓在过去一周已成为散户投资者最喜欢的股票。据周二报道，黑莓超越GameStop，成为WallStreetBets论坛上被提及次数第二多的股票，仅次于AMC院线。</blockquote></p><p> Retail investors are continuing to pile into BlackBerry and other Reddit-favorite stocks as they attempt a new short squeeze.</p><p><blockquote>散户投资者继续涌入黑莓和其他Reddit最喜欢的股票，试图进行新的轧空。</blockquote></p><p> BlackBerry’s shares hit a high of $28.77 in late January this year amid an epic short squeeze but had dropped significantly since then. The stock has now risen for six straight sessions and its year-to-date gains stand at 130.02%.</p><p><blockquote>今年1月下旬，黑莓股价在一场史诗般的轧空中触及28.77美元的高点，但此后大幅下跌。该股现已连续六个交易日上涨，年初至今涨幅为130.02%。</blockquote></p><p> <b>Price Action:</b>BlackBerry shares surged 31.9% higher in Wednesday’s regular trading session at $15.25 and further rose almost 3.1% in the after-hours session to $15.72.</p><p><blockquote><b>价格走势：</b>黑莓股价在周三常规交易时段飙升31.9%，至15.25美元，盘后交易时段进一步上涨近3.1%，至15.72美元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GME":"游戏驿站","BB":"黑莓","AMC":"AMC院线"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192697639","content_text":"BlackBerry Limited continues to see increased interest from retail investors and has now overtaken AMC Entertainment Holdings Inc. to emerge as the most-mentioned stock on Reddit’s r/WallStreetBets forum.\nWhat Happened: Canada-based tech company BlackBerry had 7,957 mentions on the Reddit forum during the last 24 hours, data from Quiver Quantitative showed.\nIn comparison, movie theatre chain AMC Entertainment was talked about 7,834 times during the same period. Gaming retailer GameStop Corp. was a distant third, with 2,220 mentions.\nThe enterprise software solutions company's rise to the top is recent. AMC remains the most-talked-about stock over trailing 7-day and 30-day periods. BlackBerry is the second-most talked-about stock in a trailing 7-day period and the third-most talked-about stock over the past 30 days.\nWhy It Matters:The Quiver Quantitative data shows that BlackBerry has emerged as a favorite stock of retail investors over the past week. It was reported on Tuesday that BlackBerryovertookGameStop and emerged as the second-most mentioned stock just behind AMC Entertainment on the WallStreetBets forum.\nRetail investors are continuing to pile into BlackBerry and other Reddit-favorite stocks as they attempt a new short squeeze.\nBlackBerry’s shares hit a high of $28.77 in late January this year amid an epic short squeeze but had dropped significantly since then. The stock has now risen for six straight sessions and its year-to-date gains stand at 130.02%.\nPrice Action:BlackBerry shares surged 31.9% higher in Wednesday’s regular trading session at $15.25 and further rose almost 3.1% in the after-hours session to $15.72.","news_type":1,"symbols_score_info":{"GME":0.9,"AMC":0.9,"BB":0.9}},"isVote":1,"tweetType":1,"viewCount":835,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":false}