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woonws
woonws
·
2021-12-26
Good reminder, invest in the company not the concept
Why It’s Not the Time to Buy the Dip on Upstart<blockquote>为什么现在不是逢低买入Upstart的时候</blockquote>
Upstart (UPST)as a concept is extraordinary in my eyes because it assigns credit ratings with a much
Why It’s Not the Time to Buy the Dip on Upstart<blockquote>为什么现在不是逢低买入Upstart的时候</blockquote>
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woonws
woonws
·
2021-12-25
Buy both? If you can afford it [笑哭]
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woonws
woonws
·
2021-12-25
Useful resource!
3 Charts to Consider if You Want to Own an EV Stock<blockquote>如果您想持有电动汽车股票，需要考虑3张图表</blockquote>
There's been a lot of investor excitement about electric vehicle (EV) companies. And gains from some
3 Charts to Consider if You Want to Own an EV Stock<blockquote>如果您想持有电动汽车股票，需要考虑3张图表</blockquote>
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woonws
woonws
·
2021-12-24
Never heard of E45...
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woonws
woonws
·
2021-12-23
Will wait... bought early when it was high [流泪]
Grab Stock May Be Down But It Isn’t Out<blockquote>Grab股票可能下跌，但尚未出局</blockquote>
When Southeast Asian ride-hailing and delivery company Grab Holdings(NASDAQ:GRAB) completed a revers
Grab Stock May Be Down But It Isn’t Out<blockquote>Grab股票可能下跌，但尚未出局</blockquote>
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woonws
woonws
·
2021-12-23
These 777-200s are likely quite old too...
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woonws
woonws
·
2021-12-23
Higher than expected
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woonws
woonws
·
2021-12-22
What?!
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woonws
woonws
·
2021-12-21
But 3 of them are tech/media related...
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woonws
woonws
·
2021-12-21
Not sure if Boeing is a buy for now...
Small Wins do not Offset Big Losses for The Boeing Company<blockquote>小胜利并不能抵消波音公司的大损失</blockquote>
After a disastrous 2020, The Boeing Company (NYSE: BA) spent 2021 restructuring and unwinding the 74
Small Wins do not Offset Big Losses for The Boeing Company<blockquote>小胜利并不能抵消波音公司的大损失</blockquote>
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reminder, invest in the company not the concept","listText":"Good reminder, invest in the company not the concept","text":"Good reminder, invest in the company not the concept","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698411964","repostId":"1123414772","repostType":4,"repost":{"id":"1123414772","kind":"news","pubTimestamp":1640483546,"share":"https://www.laohu8.com/m/news/1123414772?lang=zh_CN&edition=full","pubTime":"2021-12-26 09:52","market":"us","language":"en","title":"Why It’s Not the Time to Buy the Dip on Upstart<blockquote>为什么现在不是逢低买入Upstart的时候</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1123414772","media":"InvestorPlace","summary":"Upstart (UPST)as a concept is extraordinary in my eyes because it assigns credit ratings with a much","content":"<p><div> Upstart (UPST)as a concept is extraordinary in my eyes because it assigns credit ratings with a much more forward-looking approach than traditional loan facilitators do. Furthermore, the AI used by ...</p><p><blockquote><div>在我看来，新贵（UPST）是一个非常非凡的概念，因为它赋予信用评级的方法比传统贷款促进者更为前瞻性。此外，使用的人工智能...</div></blockquote></p><p> <a href=\"https://investorplace.com/2021/12/upst-stock-upstart-why-its-not-the-time-to-buy-the-dip/\">网页链接</a> </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/12/upst-stock-upstart-why-its-not-the-time-to-buy-the-dip/\">网页连接</a></blockquote></p><p></p>","source":"lsy1606302653667","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 It’s Not the Time to Buy the Dip on Upstart<blockquote>为什么现在不是逢低买入Upstart的时候</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 It’s Not the Time to Buy the Dip on Upstart<blockquote>为什么现在不是逢低买入Upstart的时候</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">InvestorPlace</strong><span class=\"h-time small\">2021-12-26 09:52</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Upstart (UPST)as a concept is extraordinary in my eyes because it assigns credit ratings with a much more forward-looking approach than traditional loan facilitators do. Furthermore, the AI used by ...</p><p><blockquote><div>在我看来，新贵（UPST）是一个非常非凡的概念，因为它赋予信用评级的方法比传统贷款促进者更为前瞻性。此外，使用的人工智能...</div></blockquote></p><p> <a href=\"https://investorplace.com/2021/12/upst-stock-upstart-why-its-not-the-time-to-buy-the-dip/\">网页链接</a> </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/12/upst-stock-upstart-why-its-not-the-time-to-buy-the-dip/\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://investorplace.com/2021/12/upst-stock-upstart-why-its-not-the-time-to-buy-the-dip/\">InvestorPlace</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"UPST":"Upstart Holdings, Inc."},"source_url":"https://investorplace.com/2021/12/upst-stock-upstart-why-its-not-the-time-to-buy-the-dip/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123414772","content_text":"Upstart (UPST)as a concept is extraordinary in my eyes because it assigns credit ratings with a much more forward-looking approach than traditional loan facilitators do. Furthermore, the AI used by the firm is flawless, with speed and accuracy being the name of the game.\nHowever, as an investor, it’s critical to remind yourself that you’re investing in a stock and not only the company’s concept, which means that we need to determine whether its potential is priced-in or not.\nNext year’s market climate will be much different than it’s been the past 2-years. I, for one, expect a more price-efficient market, which means that investors will need to start distinguishing good companies from undervalued stock prices if they’re to realize gains.\nUPST stock could be a prime example of how a good company doesn’t always translate into a good stock.\nUPST stock Won’t Benefit From the Cyclical Trade\nMost of you would’ve heard about the rate hike buzz by now and how that will stimulate banking stocks. The theory behind this is that if the U.S. Federal Reserve raises interest rates, the debt market will be more lucrative to originators as the spreads they’d be able to charge on loans will increase.\nUpstart won’t necessarily benefit from this climate as it’s considered a hybrid between an advertising platform and a brokerage rather than a lender. This means that its revenue will actually decrease with higher rates because the transactional volume will likely taper off slightly as soon as rates rise.\nFurther to the above, Upstart is a growth stock rather than a value play. Rising interest rates in 2022 could be detrimental to growth stocks as it tends to flatline their exponential earnings growth curve.\nUpstart’s revenue and EBITDA surged over the past year, coming in at187.56% and 447.28%respectively; these figures will likely diminish over the coming year, and I can’t help but think that the stock’s recent drawdown has been the market’s way of pricing in the expected decline in growth for next year.\nA final matter to mention regarding cyclicality isJ.P. Morgan’s recent neutral rating on the stock, with analyst James Faucette using a similar argument to mine in claiming that the stock’s growth has been priced in for now. Faucette thinks that Upstart’s relationship with its investors has enabled it to perform well in 2021, but the current market climate won’t allow that to sustain itself.\nValuation & Momentum\nLet’s start with the latter to provide context to the valuation argument. Upstart’s relative strength index (RSI) is below30, indicating that the stock has been oversold, but this doesn’t necessarily mean that it’s a “buy the dip opportunity.”\nFor this to really be a buy low, sell high opportunity, we’d need to see an uptick in volume and a sign that the stock’s going to breach its moving averages; as of now UPST stock possesses neither of these attributes, and I believe that it’s due to a valuation issue.\nHere’s the big valuation problem; by comparing Upstart stock to its sector peers, it can be observed through price-sales and price-cash flow premiums of3.47x and 4.46xthat investors have gotten ahead of themselves. Adding to this is the argument that the stock could be the victim of a cyclical downturn, meaning that these ratios could play a key role in investor sell-offs moving forward.\nWhat now for UPST stock?\nA few investors are likely to buy into the recent dip, but I don’t think it will prevent a further downward trajectory. UPST stock has a massive valuation issue induced by over-optimism from investors during a pent-up broader market.\nFurthermore, the market’s set for a cyclical swing as monetary policy changes are en route, and Upstart stock’s characteristics mean that it could be a victim of such policies instead of being a beneficiary.\nThe bottom line is that the stock isn’t worth the risk right now.","news_type":1,"symbols_score_info":{"UPST":0.9}},"isVote":1,"tweetType":1,"viewCount":3264,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698235819,"gmtCreate":1640401833736,"gmtModify":1640402105062,"author":{"id":"3581999478634265","authorId":"3581999478634265","name":"woonws","avatar":"https://static.tigerbbs.com/f26ed1a10ee84ab97229aad191ef3133","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581999478634265","idStr":"3581999478634265"},"themes":[],"htmlText":"Buy both? If you can afford it [笑哭] ","listText":"Buy both? If you can afford it [笑哭] ","text":"Buy both? If you can afford it [笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/698235819","repostId":"2193178191","repostType":4,"isVote":1,"tweetType":1,"viewCount":2990,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698232210,"gmtCreate":1640401726750,"gmtModify":1640402102503,"author":{"id":"3581999478634265","authorId":"3581999478634265","name":"woonws","avatar":"https://static.tigerbbs.com/f26ed1a10ee84ab97229aad191ef3133","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581999478634265","idStr":"3581999478634265"},"themes":[],"htmlText":"Useful resource!","listText":"Useful resource!","text":"Useful resource!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698232210","repostId":"1122704248","repostType":2,"repost":{"id":"1122704248","kind":"news","pubTimestamp":1640346833,"share":"https://www.laohu8.com/m/news/1122704248?lang=zh_CN&edition=full","pubTime":"2021-12-24 19:53","market":"us","language":"en","title":"3 Charts to Consider if You Want to Own an EV Stock<blockquote>如果您想持有电动汽车股票，需要考虑3张图表</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1122704248","media":"Motley Fool","summary":"There's been a lot of investor excitement about electric vehicle (EV) companies. And gains from some","content":"<p>There's been a lot of investor excitement about electric vehicle (EV) companies. And gains from some stocks have been exceptional over the last two years. Now, the landscape for the sector seems to be clearing so investors can get a better idea of who the players are, and over what time frame EV makers will be bringing out new offerings.</p><p><blockquote>投资者对电动汽车（EV）公司感到非常兴奋。过去两年，一些股票的涨幅非常大。现在，该行业的前景似乎正在明朗，因此投资者可以更好地了解参与者是谁，以及电动汽车制造商将在多长时间内推出新产品。</blockquote></p><p> Beyond just looking at the exciting new products and potentially huge market,investors should research details that will help compare and contrast the EV makers. If you're interested in diving in now, the three charts below will provide a look at some data worth considering before you make an investment.</p><p><blockquote>除了关注令人兴奋的新产品和潜在的巨大市场之外，投资者还应该研究有助于比较和对比电动汽车制造商的细节。如果您现在有兴趣深入研究，下面的三张图表将提供一些值得您在投资前考虑的数据。</blockquote></p><p> <b>Returns have been unpredictable</b></p><p><blockquote><b>回报是不可预测的</b></blockquote></p><p> Many have bought into the EV sector looking for large, market-beating returns. While shares of EV leader<b>Tesla</b>(NASDAQ:TSLA)skyrocketed last year, as the field of publicly traded names has grown, returns have been inconsistent. And investors need to be prepared for plenty of volatility along the way. The chart below shows the most recent six-month returns from a mix of U.S.- and China-based EV makers:</p><p><blockquote>许多人买入电动汽车行业，寻求超越市场的巨额回报。而电动汽车领导者的股票<b>特斯拉</b>（纳斯达克：TSLA）去年飙升，随着公开交易名称领域的增长，回报却不一致。投资者需要为一路上的大幅波动做好准备。下图显示了美国和中国电动汽车制造商最近六个月的回报：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/628cf15ff39a9f1a896ba56a7db9020d\" tg-width=\"720\" tg-height=\"387\" width=\"100%\" height=\"auto\"><span>DATA BYYCHARTS.</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts。</span></p></blockquote></p><p> Even the strong returns from Tesla and <b>Lucid Group</b>(NASDAQ:LCID)stocks have included big swings in just the past two months. And though Chinese EV makers <b>Nio</b>(NYSE:NIO) and <b>XPeng</b>(NYSE:XPEV)have been growing sales quickly, their stocks have backtracked since June 2021.<b>Lordstown Motors</b>(NASDAQ:RIDE), maker of the Endurance all-electric work truck, has struggled, and shareholders have paid the price this year. The lesson is that there will be winners and losers, and EV stock moves can be quick and extreme.</p><p><blockquote>即使特斯拉的强劲回报和<b>Lucid集团</b>（纳斯达克：LCID）股票在过去两个月里出现了大幅波动。尽管中国电动汽车制造商<b>蔚来</b>（纽约证券交易所代码：蔚来）和<b>小鹏</b>（纽约证券交易所股票代码：XPEV）的销售额一直在快速增长，但其股价自2021年6月以来有所回落。<b>洛兹敦汽车公司</b>（纳斯达克：RIDE）是Endurance全电动工作卡车的制造商，该公司一直在苦苦挣扎，股东今年为此付出了代价。教训是，会有赢家和输家，电动汽车股票的走势可能会迅速而极端。</blockquote></p><p> <b>There's plenty of demand</b></p><p><blockquote><b>需求很大</b></blockquote></p><p> Just looking at share-price movement doesn't tell the full story, of course. While Nio and XPeng shares haven't moved higher in the last half-year, both company's sales skyrocketed over the first nine months of 2021, as shown below:</p><p><blockquote>当然，仅仅关注股价走势并不能说明全部情况。虽然蔚来和小鹏汽车的股价在过去半年没有上涨，但两家公司的销售额在2021年前9个月都猛增，如下所示：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7a2201193c16f33bc21f52f5aacebbea\" tg-width=\"700\" tg-height=\"467\" width=\"100%\" height=\"auto\"><span>DATA SOURCE: COMPANY FINANCIAL FILINGS. CHART BY AUTHOR.*XPENG 2021 COMPARISON WITH FINAL THREE QUARTERS OF 2020.</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来源：公司财务备案。作者绘制的图表。*小鹏2021年与2020年最后三个季度的比较。</span></p></blockquote></p><p> Tesla has almost doubled its deliveries over the first nine months of 2021 compared to the year-ago period. But XPeng andNio deliveries are growing much faster, though the two Chinese companies are growing off of a much smaller base. And as both are already richly valued, with recent market capitalizations of around $36 billion and $48 billion, respectively, investors have sold off shares in recent months. Global demand is strong and growing, but that won't automatically result in growing share prices.</p><p><blockquote>与去年同期相比，特斯拉2021年前9个月的交付量几乎翻了一番。但小鹏汽车和蔚来汽车的交付量增长速度要快得多，尽管这两家中国公司的增长基础要小得多。由于两者的估值已经很高，最近的市值分别约为360亿美元和480亿美元，投资者近几个月来纷纷抛售股票。全球需求强劲且不断增长，但这不会自动导致股价上涨。</blockquote></p><p> <b>Profitability will take time</b></p><p><blockquote><b>盈利需要时间</b></blockquote></p><p> Investors in any business need to focus on the bottom line. Early stage growth companies aren't necessarily expected to become profitable quickly, however. Especially with a high-fixed-cost business like automotive manufacturing, profits will only come with scale. As the chart below shows, few EV makers are bringing in profits yet:</p><p><blockquote>任何企业的投资者都需要关注底线。然而，早期成长型公司不一定会很快盈利。尤其是像汽车制造这样的高固定成本业务，利润只会随着规模而来。如下图所示，目前很少有电动汽车制造商实现盈利：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/32eab03a7b97ed8deb8757e127924d51\" tg-width=\"700\" tg-height=\"495\" width=\"100%\" height=\"auto\"><span>DATA SOURCE: COMPANY FINANCIAL FILINGS. CHART BY AUTHOR.</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来源：公司财务备案。作者图表。</span></p></blockquote></p><p> Tesla led the industry with a reported profit of more than $1.6 billion in the third quarter of 2021 .</p><p><blockquote>特斯拉在2021年第三季度报告利润超过16亿美元，引领行业。</blockquote></p><p> BYD is perhaps a less well-known Chinese EV company, and it sells more than just electric cars; it also makes batteries, electric buses, and traditional internal combustion vehicles. But its \"new energy vehicles\" -- which include plug-in hybrid electrics -- made up more than 90% of the nearly 100,000 new energy passenger vehicles it delivered in November.</p><p><blockquote>比亚迪可能是一家不太知名的中国电动汽车公司，它销售的不仅仅是电动汽车；它还生产电池、电动公交车和传统内燃机汽车。但其“新能源汽车”——包括插电式混合动力汽车——占其11月份交付的近10万辆新能源乘用车的90%以上。</blockquote></p><p> Lucid and <b>Rivian Automotive</b>(NASDAQ:RIVN)are getting a lot of attention recently, but they've barely started shipping product; the losses there will continue for some time until those companies reach scale. Investors hope that Nio and XPeng reach profitability soon, as both are growing sales and expanding product offerings. But investors interested in the sector need to be prepared for a long road before profitability can be expected.</p><p><blockquote>清醒和<b>Rivian汽车</b>（纳斯达克：RIVN）最近受到了很多关注，但他们几乎没有开始发货；那里的损失将持续一段时间，直到这些公司达到规模。投资者希望蔚来和小鹏汽车尽快实现盈利，因为两者都在增长销量并扩大产品供应。但对该行业感兴趣的投资者需要做好漫长道路的准备，才能预期盈利。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Charts to Consider if You Want to Own an EV Stock<blockquote>如果您想持有电动汽车股票，需要考虑3张图表</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Charts to Consider if You Want to Own an EV Stock<blockquote>如果您想持有电动汽车股票，需要考虑3张图表</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\">2021-12-24 19:53</span>\n</p>\n</h4>\n</header>\n<article>\n<p>There's been a lot of investor excitement about electric vehicle (EV) companies. And gains from some stocks have been exceptional over the last two years. Now, the landscape for the sector seems to be clearing so investors can get a better idea of who the players are, and over what time frame EV makers will be bringing out new offerings.</p><p><blockquote>投资者对电动汽车（EV）公司感到非常兴奋。过去两年，一些股票的涨幅非常大。现在，该行业的前景似乎正在明朗，因此投资者可以更好地了解参与者是谁，以及电动汽车制造商将在多长时间内推出新产品。</blockquote></p><p> Beyond just looking at the exciting new products and potentially huge market,investors should research details that will help compare and contrast the EV makers. If you're interested in diving in now, the three charts below will provide a look at some data worth considering before you make an investment.</p><p><blockquote>除了关注令人兴奋的新产品和潜在的巨大市场之外，投资者还应该研究有助于比较和对比电动汽车制造商的细节。如果您现在有兴趣深入研究，下面的三张图表将提供一些值得您在投资前考虑的数据。</blockquote></p><p> <b>Returns have been unpredictable</b></p><p><blockquote><b>回报是不可预测的</b></blockquote></p><p> Many have bought into the EV sector looking for large, market-beating returns. While shares of EV leader<b>Tesla</b>(NASDAQ:TSLA)skyrocketed last year, as the field of publicly traded names has grown, returns have been inconsistent. And investors need to be prepared for plenty of volatility along the way. The chart below shows the most recent six-month returns from a mix of U.S.- and China-based EV makers:</p><p><blockquote>许多人买入电动汽车行业，寻求超越市场的巨额回报。而电动汽车领导者的股票<b>特斯拉</b>（纳斯达克：TSLA）去年飙升，随着公开交易名称领域的增长，回报却不一致。投资者需要为一路上的大幅波动做好准备。下图显示了美国和中国电动汽车制造商最近六个月的回报：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/628cf15ff39a9f1a896ba56a7db9020d\" tg-width=\"720\" tg-height=\"387\" width=\"100%\" height=\"auto\"><span>DATA BYYCHARTS.</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts。</span></p></blockquote></p><p> Even the strong returns from Tesla and <b>Lucid Group</b>(NASDAQ:LCID)stocks have included big swings in just the past two months. And though Chinese EV makers <b>Nio</b>(NYSE:NIO) and <b>XPeng</b>(NYSE:XPEV)have been growing sales quickly, their stocks have backtracked since June 2021.<b>Lordstown Motors</b>(NASDAQ:RIDE), maker of the Endurance all-electric work truck, has struggled, and shareholders have paid the price this year. The lesson is that there will be winners and losers, and EV stock moves can be quick and extreme.</p><p><blockquote>即使特斯拉的强劲回报和<b>Lucid集团</b>（纳斯达克：LCID）股票在过去两个月里出现了大幅波动。尽管中国电动汽车制造商<b>蔚来</b>（纽约证券交易所代码：蔚来）和<b>小鹏</b>（纽约证券交易所股票代码：XPEV）的销售额一直在快速增长，但其股价自2021年6月以来有所回落。<b>洛兹敦汽车公司</b>（纳斯达克：RIDE）是Endurance全电动工作卡车的制造商，该公司一直在苦苦挣扎，股东今年为此付出了代价。教训是，会有赢家和输家，电动汽车股票的走势可能会迅速而极端。</blockquote></p><p> <b>There's plenty of demand</b></p><p><blockquote><b>需求很大</b></blockquote></p><p> Just looking at share-price movement doesn't tell the full story, of course. While Nio and XPeng shares haven't moved higher in the last half-year, both company's sales skyrocketed over the first nine months of 2021, as shown below:</p><p><blockquote>当然，仅仅关注股价走势并不能说明全部情况。虽然蔚来和小鹏汽车的股价在过去半年没有上涨，但两家公司的销售额在2021年前9个月都猛增，如下所示：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7a2201193c16f33bc21f52f5aacebbea\" tg-width=\"700\" tg-height=\"467\" width=\"100%\" height=\"auto\"><span>DATA SOURCE: COMPANY FINANCIAL FILINGS. CHART BY AUTHOR.*XPENG 2021 COMPARISON WITH FINAL THREE QUARTERS OF 2020.</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来源：公司财务备案。作者绘制的图表。*小鹏2021年与2020年最后三个季度的比较。</span></p></blockquote></p><p> Tesla has almost doubled its deliveries over the first nine months of 2021 compared to the year-ago period. But XPeng andNio deliveries are growing much faster, though the two Chinese companies are growing off of a much smaller base. And as both are already richly valued, with recent market capitalizations of around $36 billion and $48 billion, respectively, investors have sold off shares in recent months. Global demand is strong and growing, but that won't automatically result in growing share prices.</p><p><blockquote>与去年同期相比，特斯拉2021年前9个月的交付量几乎翻了一番。但小鹏汽车和蔚来汽车的交付量增长速度要快得多，尽管这两家中国公司的增长基础要小得多。由于两者的估值已经很高，最近的市值分别约为360亿美元和480亿美元，投资者近几个月来纷纷抛售股票。全球需求强劲且不断增长，但这不会自动导致股价上涨。</blockquote></p><p> <b>Profitability will take time</b></p><p><blockquote><b>盈利需要时间</b></blockquote></p><p> Investors in any business need to focus on the bottom line. Early stage growth companies aren't necessarily expected to become profitable quickly, however. Especially with a high-fixed-cost business like automotive manufacturing, profits will only come with scale. As the chart below shows, few EV makers are bringing in profits yet:</p><p><blockquote>任何企业的投资者都需要关注底线。然而，早期成长型公司不一定会很快盈利。尤其是像汽车制造这样的高固定成本业务，利润只会随着规模而来。如下图所示，目前很少有电动汽车制造商实现盈利：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/32eab03a7b97ed8deb8757e127924d51\" tg-width=\"700\" tg-height=\"495\" width=\"100%\" height=\"auto\"><span>DATA SOURCE: COMPANY FINANCIAL FILINGS. CHART BY AUTHOR.</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来源：公司财务备案。作者图表。</span></p></blockquote></p><p> Tesla led the industry with a reported profit of more than $1.6 billion in the third quarter of 2021 .</p><p><blockquote>特斯拉在2021年第三季度报告利润超过16亿美元，引领行业。</blockquote></p><p> BYD is perhaps a less well-known Chinese EV company, and it sells more than just electric cars; it also makes batteries, electric buses, and traditional internal combustion vehicles. But its \"new energy vehicles\" -- which include plug-in hybrid electrics -- made up more than 90% of the nearly 100,000 new energy passenger vehicles it delivered in November.</p><p><blockquote>比亚迪可能是一家不太知名的中国电动汽车公司，它销售的不仅仅是电动汽车；它还生产电池、电动公交车和传统内燃机汽车。但其“新能源汽车”——包括插电式混合动力汽车——占其11月份交付的近10万辆新能源乘用车的90%以上。</blockquote></p><p> Lucid and <b>Rivian Automotive</b>(NASDAQ:RIVN)are getting a lot of attention recently, but they've barely started shipping product; the losses there will continue for some time until those companies reach scale. Investors hope that Nio and XPeng reach profitability soon, as both are growing sales and expanding product offerings. But investors interested in the sector need to be prepared for a long road before profitability can be expected.</p><p><blockquote>清醒和<b>Rivian汽车</b>（纳斯达克：RIVN）最近受到了很多关注，但他们几乎没有开始发货；那里的损失将持续一段时间，直到这些公司达到规模。投资者希望蔚来和小鹏汽车尽快实现盈利，因为两者都在增长销量并扩大产品供应。但对该行业感兴趣的投资者需要做好漫长道路的准备，才能预期盈利。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/12/24/3-charts-to-consider-to-own-an-ev-stock/\">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":{"RIVN":"Rivian Automotive, Inc.","TSLA":"特斯拉","NIO":"蔚来","XPEV":"小鹏汽车","LCID":"Lucid Group Inc"},"source_url":"https://www.fool.com/investing/2021/12/24/3-charts-to-consider-to-own-an-ev-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122704248","content_text":"There's been a lot of investor excitement about electric vehicle (EV) companies. And gains from some stocks have been exceptional over the last two years. Now, the landscape for the sector seems to be clearing so investors can get a better idea of who the players are, and over what time frame EV makers will be bringing out new offerings.\nBeyond just looking at the exciting new products and potentially huge market,investors should research details that will help compare and contrast the EV makers. If you're interested in diving in now, the three charts below will provide a look at some data worth considering before you make an investment.\nReturns have been unpredictable\nMany have bought into the EV sector looking for large, market-beating returns. While shares of EV leaderTesla(NASDAQ:TSLA)skyrocketed last year, as the field of publicly traded names has grown, returns have been inconsistent. And investors need to be prepared for plenty of volatility along the way. The chart below shows the most recent six-month returns from a mix of U.S.- and China-based EV makers:\nDATA BYYCHARTS.\nEven the strong returns from Tesla and Lucid Group(NASDAQ:LCID)stocks have included big swings in just the past two months. And though Chinese EV makers Nio(NYSE:NIO) and XPeng(NYSE:XPEV)have been growing sales quickly, their stocks have backtracked since June 2021.Lordstown Motors(NASDAQ:RIDE), maker of the Endurance all-electric work truck, has struggled, and shareholders have paid the price this year. The lesson is that there will be winners and losers, and EV stock moves can be quick and extreme.\nThere's plenty of demand\nJust looking at share-price movement doesn't tell the full story, of course. While Nio and XPeng shares haven't moved higher in the last half-year, both company's sales skyrocketed over the first nine months of 2021, as shown below:\nDATA SOURCE: COMPANY FINANCIAL FILINGS. CHART BY AUTHOR.*XPENG 2021 COMPARISON WITH FINAL THREE QUARTERS OF 2020.\nTesla has almost doubled its deliveries over the first nine months of 2021 compared to the year-ago period. But XPeng andNio deliveries are growing much faster, though the two Chinese companies are growing off of a much smaller base. And as both are already richly valued, with recent market capitalizations of around $36 billion and $48 billion, respectively, investors have sold off shares in recent months. Global demand is strong and growing, but that won't automatically result in growing share prices.\nProfitability will take time\nInvestors in any business need to focus on the bottom line. Early stage growth companies aren't necessarily expected to become profitable quickly, however. Especially with a high-fixed-cost business like automotive manufacturing, profits will only come with scale. As the chart below shows, few EV makers are bringing in profits yet:\nDATA SOURCE: COMPANY FINANCIAL FILINGS. CHART BY AUTHOR.\nTesla led the industry with a reported profit of more than $1.6 billion in the third quarter of 2021 .\nBYD is perhaps a less well-known Chinese EV company, and it sells more than just electric cars; it also makes batteries, electric buses, and traditional internal combustion vehicles. But its \"new energy vehicles\" -- which include plug-in hybrid electrics -- made up more than 90% of the nearly 100,000 new energy passenger vehicles it delivered in November.\nLucid and Rivian Automotive(NASDAQ:RIVN)are getting a lot of attention recently, but they've barely started shipping product; the losses there will continue for some time until those companies reach scale. Investors hope that Nio and XPeng reach profitability soon, as both are growing sales and expanding product offerings. But investors interested in the sector need to be prepared for a long road before profitability can be expected.","news_type":1,"symbols_score_info":{"RIVN":0.9,"LCID":0.9,"NIO":0.9,"TSLA":0.9,"XPEV":0.9}},"isVote":1,"tweetType":1,"viewCount":4046,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698869674,"gmtCreate":1640341740221,"gmtModify":1640341742570,"author":{"id":"3581999478634265","authorId":"3581999478634265","name":"woonws","avatar":"https://static.tigerbbs.com/f26ed1a10ee84ab97229aad191ef3133","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581999478634265","idStr":"3581999478634265"},"themes":[],"htmlText":"Never heard of E45...","listText":"Never heard of E45...","text":"Never heard of E45...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698869674","repostId":"1166205101","repostType":4,"isVote":1,"tweetType":1,"viewCount":2796,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691733932,"gmtCreate":1640240191543,"gmtModify":1640240192167,"author":{"id":"3581999478634265","authorId":"3581999478634265","name":"woonws","avatar":"https://static.tigerbbs.com/f26ed1a10ee84ab97229aad191ef3133","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581999478634265","idStr":"3581999478634265"},"themes":[],"htmlText":"Will wait... bought early when it was high [流泪] ","listText":"Will wait... bought early when it was high [流泪] ","text":"Will wait... bought early when it was high [流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/691733932","repostId":"1184389618","repostType":4,"repost":{"id":"1184389618","kind":"news","pubTimestamp":1640230223,"share":"https://www.laohu8.com/m/news/1184389618?lang=zh_CN&edition=full","pubTime":"2021-12-23 11:30","market":"us","language":"en","title":"Grab Stock May Be Down But It Isn’t Out<blockquote>Grab股票可能下跌，但尚未出局</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1184389618","media":"InvestorPlace","summary":"When Southeast Asian ride-hailing and delivery company Grab Holdings(NASDAQ:GRAB) completed a revers","content":"<p><div> When Southeast Asian ride-hailing and delivery company Grab Holdings(NASDAQ:GRAB) completed a reverse merger with special purpose acquisition company Altimeter Growth Corp. in early December it made ...</p><p><blockquote><div>当东南亚叫车和送货公司Grab Holdings（纳斯达克：GRAB）在12月初完成与特殊目的收购公司Altimeter Growth Corp.的反向合并时，它...</div></blockquote></p><p> <a href=\"https://investorplace.com/2021/12/grab-stock-may-be-down-but-it-isnt-out/\">网页链接</a> </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/12/grab-stock-may-be-down-but-it-isnt-out/\">网页连接</a></blockquote></p><p></p>","source":"lsy1606302653667","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 Stock May Be Down But It Isn’t Out<blockquote>Grab股票可能下跌，但尚未出局</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 Stock May Be Down But It Isn’t Out<blockquote>Grab股票可能下跌，但尚未出局</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">InvestorPlace</strong><span class=\"h-time small\">2021-12-23 11:30</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> When Southeast Asian ride-hailing and delivery company Grab Holdings(NASDAQ:GRAB) completed a reverse merger with special purpose acquisition company Altimeter Growth Corp. in early December it made ...</p><p><blockquote><div>当东南亚叫车和送货公司Grab Holdings（纳斯达克：GRAB）在12月初完成与特殊目的收购公司Altimeter Growth Corp.的反向合并时，它...</div></blockquote></p><p> <a href=\"https://investorplace.com/2021/12/grab-stock-may-be-down-but-it-isnt-out/\">网页链接</a> </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/12/grab-stock-may-be-down-but-it-isnt-out/\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://investorplace.com/2021/12/grab-stock-may-be-down-but-it-isnt-out/\">InvestorPlace</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":{"GRAB":"Grab Holdings"},"source_url":"https://investorplace.com/2021/12/grab-stock-may-be-down-but-it-isnt-out/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184389618","content_text":"When Southeast Asian ride-hailing and delivery company Grab Holdings(NASDAQ:GRAB) completed a reverse merger with special purpose acquisition company Altimeter Growth Corp. in early December it made history as the largest company to go public via a SPAC merger. Yet, this didn’t stop GRAB stock from plummeting more than 20% on the day of the merger.\nSince then, investors have continued to give GRAB stock the cold shoulder, with shares falling another 16% to trade at $7.34 at the time of this writing.\nNow, before you write off an investment in Grab Holdings, consider that the company is still in the early innings and let’s consider where GRAB stock could go from here.\nWhat’s Behind Grab’s Cool Reception?\nGrab is the largest ride-hailing and delivery company in Southeast Asia, with operations in Singapore, Malaysia, Cambodia, Indonesia, Myanmar, Philippines, Thailand and Vietnam and serving more than 187 million users.\nThere are a number of plausible explanations for why GRAB stock has not been well-received by investors.\nFor starters, growth estimates for the Southeast Asian region have been lowered recently primarily due to the coronavirus pandemic. In September, the Asian Development Bank dropped its 2021 growth forecast for the region to 3.1% from 4.4% previously.\nWidespread lockdowns in the region due to recurring waves of COVID-19 have hurt demand for Grab’s ride-hailing services and weighed on revenue despite an increase in food-delivery volumes.\nGrab reported its third-quarter results on Nov. 11. Revenue fell 9% year over year to $157 million, with the company citing “a decline in mobility due to the severe lockdowns in Vietnam.” Falling revenue is obviously not something investors want to see, especially from a company that has yet to turn a profit.\nYet, the company did report a 32% year-over-year increase in gross merchandise value, with the dollar value of transactions from Grab’s services rising to $4.04 billion thanks to strength in the company’s deliveries segment.\nThere’s Reason for Optimism\nThe deal to go public through the merger with Altimeter Growth Corp. valued Grab at close to $40 billion, which as I mentioned, was a record. The fact that three weeks later GRAB stock has a market cap of about $27.5 billion tells us that perhaps things got a bit too heated. However, there is reason for optimism.\nThe ride-hailing platform has secured the backing of significant players across related industries, including DiDi Global(NYSE:DIDI),Toyota(NYSE:TM) and SoftBank’s(OTCMKTS:SFTBY) Vision Fund.\nGrab Holdings also has some positive catalysts on the horizon. For example, the company recently announced that it will be purchasing Jaya Grocer, a premium supermarket chain in Malaysia.\nThis acquisition fits nicely with the ride-hailing and delivery business model the company seeks to expand. Management refers to the model as a “superapp” focus, whereby users can access multiple services in a single, convenient location.\nThe Bottom Line on GRAB Stock\nI can’t say Grab Holdings can immediately turn things around. But its potential in the burgeoning Southeast Asian market means it remains relevant and has a long runway.\nOf the six analysts following GRAB stock, two rate it a “buy” and there are no “sell” ratings,according to The Wall Street Journal. Meanwhile, the consensus price target stands at $12.25, which represents upside of 67% from current levels.\nGRAB stock is very cheap now, so it’s hardly a dangerous speculative play. There’s a good argument to be made for investing now and hoping that the company continues to expand its footprint. Profitability should follow.","news_type":1,"symbols_score_info":{"GRAB":0.9}},"isVote":1,"tweetType":1,"viewCount":2442,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691739634,"gmtCreate":1640240123985,"gmtModify":1640240170709,"author":{"id":"3581999478634265","authorId":"3581999478634265","name":"woonws","avatar":"https://static.tigerbbs.com/f26ed1a10ee84ab97229aad191ef3133","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581999478634265","idStr":"3581999478634265"},"themes":[],"htmlText":"These 777-200s are likely quite old too...","listText":"These 777-200s are likely quite old too...","text":"These 777-200s are likely quite old too...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/691739634","repostId":"1109555094","repostType":4,"isVote":1,"tweetType":1,"viewCount":2390,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691730894,"gmtCreate":1640239914224,"gmtModify":1640239914798,"author":{"id":"3581999478634265","authorId":"3581999478634265","name":"woonws","avatar":"https://static.tigerbbs.com/f26ed1a10ee84ab97229aad191ef3133","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581999478634265","idStr":"3581999478634265"},"themes":[],"htmlText":"Higher than expected ","listText":"Higher than expected ","text":"Higher than expected","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/691730894","repostId":"1141652416","repostType":4,"isVote":1,"tweetType":1,"viewCount":2902,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691845981,"gmtCreate":1640174626742,"gmtModify":1640174629124,"author":{"id":"3581999478634265","authorId":"3581999478634265","name":"woonws","avatar":"https://static.tigerbbs.com/f26ed1a10ee84ab97229aad191ef3133","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581999478634265","idStr":"3581999478634265"},"themes":[],"htmlText":"What?!","listText":"What?!","text":"What?!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/691845981","repostId":"2193199485","repostType":4,"isVote":1,"tweetType":1,"viewCount":2801,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693478453,"gmtCreate":1640071776904,"gmtModify":1640071777532,"author":{"id":"3581999478634265","authorId":"3581999478634265","name":"woonws","avatar":"https://static.tigerbbs.com/f26ed1a10ee84ab97229aad191ef3133","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581999478634265","idStr":"3581999478634265"},"themes":[],"htmlText":"But 3 of them are tech/media related...","listText":"But 3 of them are tech/media related...","text":"But 3 of them are tech/media related...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693478453","repostId":"2192189284","repostType":4,"isVote":1,"tweetType":1,"viewCount":3012,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693471401,"gmtCreate":1640071612048,"gmtModify":1640071612650,"author":{"id":"3581999478634265","authorId":"3581999478634265","name":"woonws","avatar":"https://static.tigerbbs.com/f26ed1a10ee84ab97229aad191ef3133","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581999478634265","idStr":"3581999478634265"},"themes":[],"htmlText":"Not sure if Boeing is a buy for now...","listText":"Not sure if Boeing is a buy for now...","text":"Not sure if Boeing is a buy for now...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693471401","repostId":"2193413133","repostType":4,"repost":{"id":"2193413133","kind":"news","pubTimestamp":1640067427,"share":"https://www.laohu8.com/m/news/2193413133?lang=zh_CN&edition=full","pubTime":"2021-12-21 14:17","market":"us","language":"en","title":"Small Wins do not Offset Big Losses for The Boeing Company<blockquote>小胜利并不能抵消波音公司的大损失</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2193413133","media":"Simply Wall St.","summary":"After a disastrous 2020, The Boeing Company (NYSE: BA) spent 2021 restructuring and unwinding the 74","content":"<p>After a disastrous 2020, The Boeing Company (NYSE: BA) spent 2021 restructuring and unwinding the 747 MAX aftermath.</p><p><blockquote>在经历了灾难性的2020年之后，波音公司（纽约证券交易所股票代码：BA）在2021年进行了重组和清算747 MAX的善后工作。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/9930962e360b1b1f0e854a8926f50d43\" tg-width=\"1136\" tg-height=\"411\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Yet, even though the company will likely double the deliveries Y/Y, the stock significantly underperformed the market, with few large institutional investors recently trimming their stakes.</p><p><blockquote>然而，尽管该公司的交付量可能会同比翻一番，但该股的表现明显逊于市场，最近很少有大型机构投资者减持股份。</blockquote></p><p> <h3>You Win Some, and You Lose More</h3> Lately, Boeing news has been mixed. The company managed to stay on the right track to double the deliveries, with 302 aircraft delivered up to November (mostly 737 Max). Also, sales exceeded cancellations for 10 months straight.</p><p><blockquote><h3>你赢了一些，你输了更多</h3>最近，波音公司的消息好坏参半。该公司成功地将交付量翻了一番，截至11月已交付302架飞机（大部分是737 Max）。此外，销售额连续10个月超过取消订单。</blockquote></p><p> Furthermore, the company landed an extension to the US Navy contract worth US$366.46m. The extension is related to F/A-18 Super Hornet aircraft maintenance is expected to last until May 2024.</p><p><blockquote>此外，该公司还获得了价值3.6646亿美元的美国海军合同延期。此次延期与F/A-18超级大黄蜂飞机维修有关，预计将持续到2024年5月。</blockquote></p><p> On the other hand, the 787 Dreamliner remains on pause, disrupted by the quality control issues that already generated high costs and slowed down production.</p><p><blockquote>另一方面，787梦想飞机仍处于暂停状态，受到质量控制问题的干扰，这些问题已经产生了高成本并减缓了生产。</blockquote></p><p> Furthermore, Boeing keeps losing key orders. The most recent example includes Air France – KLM fleet renewal that opted for Airbus as a supplier for 100 narrowbody jets, with an option for an additional 60. While details of the deal are not known, it is likely worth several billion dollars. Similarly, Qantas Airways (ASX QAN) committed to buying 40 aircraft with an option for 94 more, switching from Boeing to Airbus.</p><p><blockquote>此外，波音公司不断失去关键订单。最近的例子包括法航-荷航机队更新，选择空客作为100架窄体喷气式飞机的供应商，并可选择另外60架。虽然这笔交易的细节尚不清楚，但它可能价值数十亿美元。同样，澳航(ASX QAN)承诺购买40架飞机，并可选择再购买94架飞机，从波音转向空客。</blockquote></p><p> Losing those clients is a significant blow to Boeing, as it ties them up to their competitor for years for orders that reach half of the current yearly order book, at minimum.</p><p><blockquote>失去这些客户对波音公司来说是一个重大打击，因为多年来，波音公司的订单至少达到了当前年度订单量的一半。</blockquote></p><p> <h3>Who Currently Owns Boeing?</h3> Boeing has a market capitalization of US$113b, so it's too big to fly under the radar. We'd expect to see both institutions and retail investors owning a portion of the company. In the chart below, we can see that institutional investors have bought into the company.</p><p><blockquote><h3>目前谁拥有波音公司？</h3>波音公司的市值为113b美元，因此它太大了，无法在雷达下飞行。我们预计机构和散户投资者都拥有该公司的一部分股份。在下图中，我们可以看到机构投资者已经买入了该公司。</blockquote></p><p> Let's take a closer look to see what the different types of shareholders can tell us about Boeing. </p><p><blockquote>让我们仔细看看不同类型的股东可以告诉我们有关波音的哪些信息。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dfc5fc5bba5f2c65ee80e36f6d8b85e9\" tg-width=\"821\" tg-height=\"318\" width=\"100%\" height=\"auto\"><span>NYSE: BA Ownership Breakdown December 20th, 2021</span></p><p><blockquote><p class=\"t-img-caption\"><span>纽约证券交易所代码：BA所有权明细2021年12月20日</span></p></blockquote></p><p> <h3>What Does The Institutional Ownership Tell Us About Boeing?</h3> Institutional investors commonly compare their returns to a commonly followed index. So they generally do consider buying larger companies included in the relevant benchmark index.</p><p><blockquote><h3>关于波音，机构所有权告诉了我们什么？</h3>机构投资者通常将他们的回报与普遍关注的指数进行比较。因此，他们通常会考虑购买相关基准指数中包含的较大公司。</blockquote></p><p> As you can see, institutional investors have a fair amount of stake in Boeing. This suggests some credibility amongst professional investors. But we can't rely on that fact alone since institutions make bad investments sometimes, just like everyone does. If multiple institutions change their view on a stock simultaneously, you could see the share price drop fast.</p><p><blockquote>正如您所看到的，机构投资者在波音公司拥有相当多的股份。这表明专业投资者有一定的可信度。但我们不能仅仅依赖这一事实，因为机构有时会做出糟糕的投资，就像每个人一样。如果多个机构同时改变对一只股票的看法，你可能会看到股价快速下跌。</blockquote></p><p> It's, therefore, worth looking at Boeing's earnings history below.</p><p><blockquote>因此，值得看看下面波音公司的盈利历史。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c85e39c3becca2f15813d1b070e411cd\" tg-width=\"821\" tg-height=\"524\" width=\"100%\" height=\"auto\"><span>NYSE: BA Earnings and Revenue Growth December 20th, 2021</span></p><p><blockquote><p class=\"t-img-caption\"><span>纽约证券交易所：BA盈利和收入增长2021年12月20日</span></p></blockquote></p><p> The Boeing Company Employee Savings Plans Master Trust is currently the company's largest shareholder, with 8.4% of shares outstanding. In comparison, the second and third largest shareholders hold about 7.3% and 5.2% of the stock.</p><p><blockquote>波音公司员工储蓄计划主信托目前是该公司最大股东，持有8.4%的流通股。相比之下，第二大股东和第三大股东分别持有约7.3%和5.2%的股份。</blockquote></p><p> On studying our ownership data, we found that 25 of the top shareholders collectively own less than 50% of the share register, implying that no single individual has a majority interest.</p><p><blockquote>在研究我们的所有权数据时，我们发现25名最大股东总共拥有不到50%的股份，这意味着没有一个人拥有多数股权。</blockquote></p><p> <h3>Insider Ownership Of Boeing</h3> Most consider insider ownership a positive because it can indicate the board is well aligned with other shareholders. However, too much power is concentrated within this group on some occasions.</p><p><blockquote><h3>波音公司的内部所有权</h3>大多数人认为内部持股是积极的，因为它可以表明董事会与其他股东保持良好的一致。然而，在某些情况下，太多的权力集中在这个群体中。</blockquote></p><p> Our information suggests that The Boeing Company insiders own under 1% of the company. Being so large, we would not expect insiders to hold a large proportion of the stock. Collectively, they own US$87m of stock. Arguably recent buying and selling are just as important to consider. </p><p><blockquote>我们的信息表明，波音公司内部人士持有该公司不到1%的股份。由于规模如此之大，我们预计内部人士不会持有很大比例的股票。他们总共拥有8700万美元的股票。可以说，最近的买卖同样重要。</blockquote></p><p> <h3>General Public Ownership</h3> The general public, who are usually individual investors, has a 46% stake in Boeing. While this group can't necessarily call the shots, it can certainly have a real influence on how the company is run. </p><p><blockquote><h3>一般公有制</h3>公众通常是个人投资者，拥有波音46%的股份。虽然这个团队不一定能看涨期权镜头，但它肯定会对公司的运营产生真正的影响。</blockquote></p><p> <h3>Conclusion</h3> Boeing has been performing poorly despite improving the order book and fending off the cancelations. The stock rallied back 50% from the Pandemic lows but failed to reverse the trend, which remains overall bearish. The contracts that the company is landing fade compared to those that it fails to get, which is concerning.</p><p><blockquote><h3>结论</h3>尽管订单量有所改善并避免了订单取消，但波音公司的表现一直不佳。该股从大流行低点反弹了50%，但未能扭转趋势，总体上仍然看跌。该公司获得的合同与未能获得的合同相比相形见绌，这令人担忧。</blockquote></p><p></p><p> Furthermore, it is interesting that some large institutions like Wellington Management Group, which used to have a significant stake in the company, are now all but divested. Their current stake is down to US$120m, while it used to be over US$5b in 2020.</p><p><blockquote>此外，有趣的是，一些大型机构，如惠灵顿管理集团，曾经在该公司拥有大量股份，现在几乎都被剥离了。他们目前的股份已降至1.2亿美元，而2020年曾超过50亿美元。</blockquote></p><p> It's always worth thinking about the different groups who own shares in a company. But to understand Boeing better, we need to consider many other factors. For instance, we've identified <b> 3 warning signs for Boeing</b> (1 is potentially serious) that you should be aware of. Luckily, you can check this free report showing analyst forecasts for its future.</p><p><blockquote>考虑拥有公司股份的不同群体总是值得的。但为了更好地理解波音，我们需要考虑许多其他因素。例如，我们已经确定<b>波音公司的3个警告信号</b>（1可能很严重）。幸运的是，您可以查看这份显示分析师对其未来预测的免费报告。</blockquote></p><p> NB: Figures in this article are calculated using data from the last twelve months, which refer to the 12-month period ending on the last date of the month the financial statement is dated. This may not be consistent with full-year annual report figures.</p><p><blockquote>注意：本文中的数字是使用过去12个月的数据计算的，这些数据是指截至财务报表日期当月最后一天的12个月期间。这可能与全年年报数字不符。</blockquote></p><p></p>","source":"lsy1616055508394","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>Small Wins do not Offset Big Losses for The Boeing Company<blockquote>小胜利并不能抵消波音公司的大损失</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\">\nSmall Wins do not Offset Big Losses for The Boeing Company<blockquote>小胜利并不能抵消波音公司的大损失</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Simply Wall St.</strong><span class=\"h-time small\">2021-12-21 14:17</span>\n</p>\n</h4>\n</header>\n<article>\n<p>After a disastrous 2020, The Boeing Company (NYSE: BA) spent 2021 restructuring and unwinding the 747 MAX aftermath.</p><p><blockquote>在经历了灾难性的2020年之后，波音公司（纽约证券交易所股票代码：BA）在2021年进行了重组和清算747 MAX的善后工作。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/9930962e360b1b1f0e854a8926f50d43\" tg-width=\"1136\" tg-height=\"411\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Yet, even though the company will likely double the deliveries Y/Y, the stock significantly underperformed the market, with few large institutional investors recently trimming their stakes.</p><p><blockquote>然而，尽管该公司的交付量可能会同比翻一番，但该股的表现明显逊于市场，最近很少有大型机构投资者减持股份。</blockquote></p><p> <h3>You Win Some, and You Lose More</h3> Lately, Boeing news has been mixed. The company managed to stay on the right track to double the deliveries, with 302 aircraft delivered up to November (mostly 737 Max). Also, sales exceeded cancellations for 10 months straight.</p><p><blockquote><h3>你赢了一些，你输了更多</h3>最近，波音公司的消息好坏参半。该公司成功地将交付量翻了一番，截至11月已交付302架飞机（大部分是737 Max）。此外，销售额连续10个月超过取消订单。</blockquote></p><p> Furthermore, the company landed an extension to the US Navy contract worth US$366.46m. The extension is related to F/A-18 Super Hornet aircraft maintenance is expected to last until May 2024.</p><p><blockquote>此外，该公司还获得了价值3.6646亿美元的美国海军合同延期。此次延期与F/A-18超级大黄蜂飞机维修有关，预计将持续到2024年5月。</blockquote></p><p> On the other hand, the 787 Dreamliner remains on pause, disrupted by the quality control issues that already generated high costs and slowed down production.</p><p><blockquote>另一方面，787梦想飞机仍处于暂停状态，受到质量控制问题的干扰，这些问题已经产生了高成本并减缓了生产。</blockquote></p><p> Furthermore, Boeing keeps losing key orders. The most recent example includes Air France – KLM fleet renewal that opted for Airbus as a supplier for 100 narrowbody jets, with an option for an additional 60. While details of the deal are not known, it is likely worth several billion dollars. Similarly, Qantas Airways (ASX QAN) committed to buying 40 aircraft with an option for 94 more, switching from Boeing to Airbus.</p><p><blockquote>此外，波音公司不断失去关键订单。最近的例子包括法航-荷航机队更新，选择空客作为100架窄体喷气式飞机的供应商，并可选择另外60架。虽然这笔交易的细节尚不清楚，但它可能价值数十亿美元。同样，澳航(ASX QAN)承诺购买40架飞机，并可选择再购买94架飞机，从波音转向空客。</blockquote></p><p> Losing those clients is a significant blow to Boeing, as it ties them up to their competitor for years for orders that reach half of the current yearly order book, at minimum.</p><p><blockquote>失去这些客户对波音公司来说是一个重大打击，因为多年来，波音公司的订单至少达到了当前年度订单量的一半。</blockquote></p><p> <h3>Who Currently Owns Boeing?</h3> Boeing has a market capitalization of US$113b, so it's too big to fly under the radar. We'd expect to see both institutions and retail investors owning a portion of the company. In the chart below, we can see that institutional investors have bought into the company.</p><p><blockquote><h3>目前谁拥有波音公司？</h3>波音公司的市值为113b美元，因此它太大了，无法在雷达下飞行。我们预计机构和散户投资者都拥有该公司的一部分股份。在下图中，我们可以看到机构投资者已经买入了该公司。</blockquote></p><p> Let's take a closer look to see what the different types of shareholders can tell us about Boeing. </p><p><blockquote>让我们仔细看看不同类型的股东可以告诉我们有关波音的哪些信息。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dfc5fc5bba5f2c65ee80e36f6d8b85e9\" tg-width=\"821\" tg-height=\"318\" width=\"100%\" height=\"auto\"><span>NYSE: BA Ownership Breakdown December 20th, 2021</span></p><p><blockquote><p class=\"t-img-caption\"><span>纽约证券交易所代码：BA所有权明细2021年12月20日</span></p></blockquote></p><p> <h3>What Does The Institutional Ownership Tell Us About Boeing?</h3> Institutional investors commonly compare their returns to a commonly followed index. So they generally do consider buying larger companies included in the relevant benchmark index.</p><p><blockquote><h3>关于波音，机构所有权告诉了我们什么？</h3>机构投资者通常将他们的回报与普遍关注的指数进行比较。因此，他们通常会考虑购买相关基准指数中包含的较大公司。</blockquote></p><p> As you can see, institutional investors have a fair amount of stake in Boeing. This suggests some credibility amongst professional investors. But we can't rely on that fact alone since institutions make bad investments sometimes, just like everyone does. If multiple institutions change their view on a stock simultaneously, you could see the share price drop fast.</p><p><blockquote>正如您所看到的，机构投资者在波音公司拥有相当多的股份。这表明专业投资者有一定的可信度。但我们不能仅仅依赖这一事实，因为机构有时会做出糟糕的投资，就像每个人一样。如果多个机构同时改变对一只股票的看法，你可能会看到股价快速下跌。</blockquote></p><p> It's, therefore, worth looking at Boeing's earnings history below.</p><p><blockquote>因此，值得看看下面波音公司的盈利历史。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c85e39c3becca2f15813d1b070e411cd\" tg-width=\"821\" tg-height=\"524\" width=\"100%\" height=\"auto\"><span>NYSE: BA Earnings and Revenue Growth December 20th, 2021</span></p><p><blockquote><p class=\"t-img-caption\"><span>纽约证券交易所：BA盈利和收入增长2021年12月20日</span></p></blockquote></p><p> The Boeing Company Employee Savings Plans Master Trust is currently the company's largest shareholder, with 8.4% of shares outstanding. In comparison, the second and third largest shareholders hold about 7.3% and 5.2% of the stock.</p><p><blockquote>波音公司员工储蓄计划主信托目前是该公司最大股东，持有8.4%的流通股。相比之下，第二大股东和第三大股东分别持有约7.3%和5.2%的股份。</blockquote></p><p> On studying our ownership data, we found that 25 of the top shareholders collectively own less than 50% of the share register, implying that no single individual has a majority interest.</p><p><blockquote>在研究我们的所有权数据时，我们发现25名最大股东总共拥有不到50%的股份，这意味着没有一个人拥有多数股权。</blockquote></p><p> <h3>Insider Ownership Of Boeing</h3> Most consider insider ownership a positive because it can indicate the board is well aligned with other shareholders. However, too much power is concentrated within this group on some occasions.</p><p><blockquote><h3>波音公司的内部所有权</h3>大多数人认为内部持股是积极的，因为它可以表明董事会与其他股东保持良好的一致。然而，在某些情况下，太多的权力集中在这个群体中。</blockquote></p><p> Our information suggests that The Boeing Company insiders own under 1% of the company. Being so large, we would not expect insiders to hold a large proportion of the stock. Collectively, they own US$87m of stock. Arguably recent buying and selling are just as important to consider. </p><p><blockquote>我们的信息表明，波音公司内部人士持有该公司不到1%的股份。由于规模如此之大，我们预计内部人士不会持有很大比例的股票。他们总共拥有8700万美元的股票。可以说，最近的买卖同样重要。</blockquote></p><p> <h3>General Public Ownership</h3> The general public, who are usually individual investors, has a 46% stake in Boeing. While this group can't necessarily call the shots, it can certainly have a real influence on how the company is run. </p><p><blockquote><h3>一般公有制</h3>公众通常是个人投资者，拥有波音46%的股份。虽然这个团队不一定能看涨期权镜头，但它肯定会对公司的运营产生真正的影响。</blockquote></p><p> <h3>Conclusion</h3> Boeing has been performing poorly despite improving the order book and fending off the cancelations. The stock rallied back 50% from the Pandemic lows but failed to reverse the trend, which remains overall bearish. The contracts that the company is landing fade compared to those that it fails to get, which is concerning.</p><p><blockquote><h3>结论</h3>尽管订单量有所改善并避免了订单取消，但波音公司的表现一直不佳。该股从大流行低点反弹了50%，但未能扭转趋势，总体上仍然看跌。该公司获得的合同与未能获得的合同相比相形见绌，这令人担忧。</blockquote></p><p></p><p> Furthermore, it is interesting that some large institutions like Wellington Management Group, which used to have a significant stake in the company, are now all but divested. Their current stake is down to US$120m, while it used to be over US$5b in 2020.</p><p><blockquote>此外，有趣的是，一些大型机构，如惠灵顿管理集团，曾经在该公司拥有大量股份，现在几乎都被剥离了。他们目前的股份已降至1.2亿美元，而2020年曾超过50亿美元。</blockquote></p><p> It's always worth thinking about the different groups who own shares in a company. But to understand Boeing better, we need to consider many other factors. For instance, we've identified <b> 3 warning signs for Boeing</b> (1 is potentially serious) that you should be aware of. Luckily, you can check this free report showing analyst forecasts for its future.</p><p><blockquote>考虑拥有公司股份的不同群体总是值得的。但为了更好地理解波音，我们需要考虑许多其他因素。例如，我们已经确定<b>波音公司的3个警告信号</b>（1可能很严重）。幸运的是，您可以查看这份显示分析师对其未来预测的免费报告。</blockquote></p><p> NB: Figures in this article are calculated using data from the last twelve months, which refer to the 12-month period ending on the last date of the month the financial statement is dated. This may not be consistent with full-year annual report figures.</p><p><blockquote>注意：本文中的数字是使用过去12个月的数据计算的，这些数据是指截至财务报表日期当月最后一天的12个月期间。这可能与全年年报数字不符。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://simplywall.st/stocks/us/capital-goods/nyse-ba/boeing/news/small-wins-do-not-offset-big-losses-for-the-boeing-company-n\">Simply Wall St.</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4187":"航天航空与国防","BA":"波音","BK4564":"太空概念","BK4516":"特朗普概念","BK4551":"寇图资本持仓"},"source_url":"https://simplywall.st/stocks/us/capital-goods/nyse-ba/boeing/news/small-wins-do-not-offset-big-losses-for-the-boeing-company-n","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2193413133","content_text":"After a disastrous 2020, The Boeing Company (NYSE: BA) spent 2021 restructuring and unwinding the 747 MAX aftermath.\n\nYet, even though the company will likely double the deliveries Y/Y, the stock significantly underperformed the market, with few large institutional investors recently trimming their stakes.\nYou Win Some, and You Lose More\nLately, Boeing news has been mixed. The company managed to stay on the right track to double the deliveries, with 302 aircraft delivered up to November (mostly 737 Max). Also, sales exceeded cancellations for 10 months straight.\nFurthermore, the company landed an extension to the US Navy contract worth US$366.46m. The extension is related to F/A-18 Super Hornet aircraft maintenance is expected to last until May 2024.\nOn the other hand, the 787 Dreamliner remains on pause, disrupted by the quality control issues that already generated high costs and slowed down production.\nFurthermore, Boeing keeps losing key orders. The most recent example includes Air France – KLM fleet renewal that opted for Airbus as a supplier for 100 narrowbody jets, with an option for an additional 60. While details of the deal are not known, it is likely worth several billion dollars. Similarly, Qantas Airways (ASX QAN) committed to buying 40 aircraft with an option for 94 more, switching from Boeing to Airbus.\nLosing those clients is a significant blow to Boeing, as it ties them up to their competitor for years for orders that reach half of the current yearly order book, at minimum.\nWho Currently Owns Boeing?\nBoeing has a market capitalization of US$113b, so it's too big to fly under the radar. We'd expect to see both institutions and retail investors owning a portion of the company. In the chart below, we can see that institutional investors have bought into the company.\nLet's take a closer look to see what the different types of shareholders can tell us about Boeing. \nNYSE: BA Ownership Breakdown December 20th, 2021\nWhat Does The Institutional Ownership Tell Us About Boeing?\nInstitutional investors commonly compare their returns to a commonly followed index. So they generally do consider buying larger companies included in the relevant benchmark index.\nAs you can see, institutional investors have a fair amount of stake in Boeing. This suggests some credibility amongst professional investors. But we can't rely on that fact alone since institutions make bad investments sometimes, just like everyone does. If multiple institutions change their view on a stock simultaneously, you could see the share price drop fast.\n It's, therefore, worth looking at Boeing's earnings history below.\nNYSE: BA Earnings and Revenue Growth December 20th, 2021\nThe Boeing Company Employee Savings Plans Master Trust is currently the company's largest shareholder, with 8.4% of shares outstanding. In comparison, the second and third largest shareholders hold about 7.3% and 5.2% of the stock.\nOn studying our ownership data, we found that 25 of the top shareholders collectively own less than 50% of the share register, implying that no single individual has a majority interest.\nInsider Ownership Of Boeing\nMost consider insider ownership a positive because it can indicate the board is well aligned with other shareholders. However, too much power is concentrated within this group on some occasions.\nOur information suggests that The Boeing Company insiders own under 1% of the company. Being so large, we would not expect insiders to hold a large proportion of the stock. Collectively, they own US$87m of stock. Arguably recent buying and selling are just as important to consider. \nGeneral Public Ownership\nThe general public, who are usually individual investors, has a 46% stake in Boeing. While this group can't necessarily call the shots, it can certainly have a real influence on how the company is run. \nConclusion\nBoeing has been performing poorly despite improving the order book and fending off the cancelations. The stock rallied back 50% from the Pandemic lows but failed to reverse the trend, which remains overall bearish. The contracts that the company is landing fade compared to those that it fails to get, which is concerning.\nFurthermore, it is interesting that some large institutions like Wellington Management Group, which used to have a significant stake in the company, are now all but divested. Their current stake is down to US$120m, while it used to be over US$5b in 2020.\nIt's always worth thinking about the different groups who own shares in a company. But to understand Boeing better, we need to consider many other factors. For instance, we've identified 3 warning signs for Boeing (1 is potentially serious) that you should be aware of. Luckily, you can check this free report showing analyst forecasts for its future.\nNB: Figures in this article are calculated using data from the last twelve months, which refer to the 12-month period ending on the last date of the month the financial statement is dated. This may not be consistent with full-year annual report figures.","news_type":1,"symbols_score_info":{"BA":0.9}},"isVote":1,"tweetType":1,"viewCount":2524,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}