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littlekitten
littlekitten
·
2021-12-27
.
CrowdStrike, Informatica, Salesforce among top software picks for 2022, Wolfe says
CrowdStrike , Informatica , KnowBe4 , Zoominfo Technologies , and Salesforce are Wolfe Research's t
CrowdStrike, Informatica, Salesforce among top software picks for 2022, Wolfe says
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littlekitten
littlekitten
·
2021-12-27
.
CrowdStrike, Informatica, Salesforce among top software picks for 2022, Wolfe says
CrowdStrike , Informatica , KnowBe4 , Zoominfo Technologies , and Salesforce are Wolfe Research's t
CrowdStrike, Informatica, Salesforce among top software picks for 2022, Wolfe says
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littlekitten
littlekitten
·
2021-12-27
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非常抱歉，此主贴已删除
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littlekitten
littlekitten
·
2021-12-27
.
Tilray Got Smoked, but Investors Should See Green Soon
As you may be aware, Canadian company Tilray (NASDAQ:TLRY) famously merged with Aphriaearlier this y
Tilray Got Smoked, but Investors Should See Green Soon
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littlekitten
littlekitten
·
2021-12-27
.
General Motors EV Partner Sees Director Make Big Stock Buy
MP Materials stock surged earlier this month after the U.S. rare-earths miner reached a deal “to dev
General Motors EV Partner Sees Director Make Big Stock Buy
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littlekitten
littlekitten
·
2021-12-27
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非常抱歉，此主贴已删除
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littlekitten
littlekitten
·
2021-12-27
.
DraftKings Stock: Down 60% From Its High, A Great Long-Term Buy Opportunity Has Emerged
Summary DraftKings stock has collapsed 60% from its 2021 high. Investors are concerned whether the
DraftKings Stock: Down 60% From Its High, A Great Long-Term Buy Opportunity Has Emerged
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littlekitten
littlekitten
·
2021-12-27
.
Blink Charging Has Caught Lightning In A Bottle
Summary 2021 was a year EV charging bulls would like to forget. Blink continues to make positive op
Blink Charging Has Caught Lightning In A Bottle
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littlekitten
littlekitten
·
2021-12-27
.
Grab stock climbed more than 3% in premarket trading
Grab stock climbed more than 3% in premarket trading as Wall Street saw massive upside for Asian tec
Grab stock climbed more than 3% in premarket trading
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littlekitten
littlekitten
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2021-12-20
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非常抱歉，此主贴已删除
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09:44","market":"us","language":"en","title":"CrowdStrike, Informatica, Salesforce among top software picks for 2022, Wolfe says","url":"https://stock-news.laohu8.com/highlight/detail?id=1164461095","media":"Seeking Alpha","summary":"CrowdStrike , Informatica , KnowBe4 , Zoominfo Technologies , and Salesforce are Wolfe Research's t","content":"<p><a href=\"https://laohu8.com/S/CRWD\">CrowdStrike </a>, <a href=\"https://laohu8.com/S/INFA\">Informatica </a>, <a href=\"https://laohu8.com/S/KNBE\">KnowBe4 </a>, <a href=\"https://laohu8.com/S/ZI\">Zoominfo Technologies </a>, and <a href=\"https://laohu8.com/S/CRM\">Salesforce </a> are Wolfe Research's top software picks for 2022.</p>\n<p>\"These names we think are poised for a meaningful comeback and have some of the largest upsides we have in our price targets are actually cybersecurity names,\" Wolfe Research analyst Alex Zukin said in a CNBC interview this week. \"All of our top picks have really strong cash flow multiples, free cash 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It will be the largest one they’ve ever done.\"</p>\n<p>And don't miss, Cybersecurity companies to see \"massive strength\" in 2022 according to Wedbush.</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>CrowdStrike, Informatica, Salesforce among top software picks for 2022, Wolfe says</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCrowdStrike, Informatica, Salesforce among top software picks for 2022, Wolfe says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-27 09:44 GMT+8 <a href=https://seekingalpha.com/news/3783333-crowdstrike-informatica-salesforce-among-top-software-picks-for-2022-wolfe-says><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>CrowdStrike , Informatica , KnowBe4 , Zoominfo Technologies , and Salesforce are Wolfe Research's top software picks for 2022.\n\"These names we think are poised for a meaningful comeback and have some...</p>\n\n<a href=\"https://seekingalpha.com/news/3783333-crowdstrike-informatica-salesforce-among-top-software-picks-for-2022-wolfe-says\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://seekingalpha.com/news/3783333-crowdstrike-informatica-salesforce-among-top-software-picks-for-2022-wolfe-says","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164461095","content_text":"CrowdStrike , Informatica , KnowBe4 , Zoominfo Technologies , and Salesforce are Wolfe Research's top software picks for 2022.\n\"These names we think are poised for a meaningful comeback and have some of the largest upsides we have in our price targets are actually cybersecurity names,\" Wolfe Research analyst Alex Zukin said in a CNBC interview this week. \"All of our top picks have really strong cash flow multiples, free cash flow profiles. We think that’s such an important focus going forward because it’s not just about growth anymore.\"\nSoftware names are poised to be rebound in 2022 as investors move away from growth and focus on margins and efficiency, Zukin said. About 41% of investors see the software sector as more attractive going into 2022 relative to 2021, according a survey of more than 120 institutional investors that Wolfe conducted.\n\"We're still very positive on the sector, but we think things are changing in 2022,\" Zukin said. \"We think investors are going from focusing on just growth to really focusing on are these good businesses, is there cash flow, is there efficiency.\"\nSalesforce is poised for a comeback in 2022 due its leadership steam, its $27.7B acquisition of Slack and it's renewed focus on margins, according to Zukin. He also expects that the company could make its largest acquisition ever and purchase Okta Inc. (NASDAQ:OKTA) for about $50B.\n\"We don' think they are going to stop doing deals,\" Zukin said. \"Whether it's next year, whether its two years from now. Similar to what Microsoft, you’ve seen them focus on with security, we think Salesforce is not going to be far behind. We talk about Okta as a really strategic and transformational acquisition. It will be the largest one they’ve ever done.\"\nAnd don't miss, Cybersecurity companies to see \"massive strength\" in 2022 according to Wedbush.","news_type":1,"symbols_score_info":{"CRM":0.9,"CRWD":0.9,"INFA":0.9,"KNBE":0.9,"ZI":0.9}},"isVote":1,"tweetType":1,"viewCount":1919,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696975338,"gmtCreate":1640612262966,"gmtModify":1640612263405,"author":{"id":"3584860762907200","authorId":"3584860762907200","name":"littlekitten","avatar":"https://static.tigerbbs.com/ccd59ff6c96999c839e3b5709cfb00ef","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584860762907200","authorIdStr":"3584860762907200"},"themes":[],"htmlText":".","listText":".","text":".","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/696975338","repostId":"1164461095","repostType":4,"repost":{"id":"1164461095","kind":"news","pubTimestamp":1640569471,"share":"https://www.laohu8.com/m/news/1164461095?lang=&edition=full","pubTime":"2021-12-27 09:44","market":"us","language":"en","title":"CrowdStrike, Informatica, Salesforce among top software picks for 2022, Wolfe says","url":"https://stock-news.laohu8.com/highlight/detail?id=1164461095","media":"Seeking Alpha","summary":"CrowdStrike , Informatica , KnowBe4 , Zoominfo Technologies , and Salesforce are Wolfe Research's t","content":"<p><a href=\"https://laohu8.com/S/CRWD\">CrowdStrike </a>, <a href=\"https://laohu8.com/S/INFA\">Informatica </a>, <a href=\"https://laohu8.com/S/KNBE\">KnowBe4 </a>, <a href=\"https://laohu8.com/S/ZI\">Zoominfo Technologies </a>, and <a href=\"https://laohu8.com/S/CRM\">Salesforce </a> are Wolfe Research's top software picks for 2022.</p>\n<p>\"These names we think are poised for a meaningful comeback and have some of the largest upsides we have in our price targets are actually cybersecurity names,\" Wolfe Research analyst Alex Zukin said in a CNBC interview this week. \"All of our top picks have really strong cash flow multiples, free cash flow profiles. We think that’s such an important focus going forward because it’s not just about growth anymore.\"</p>\n<p>Software names are poised to be rebound in 2022 as investors move away from growth and focus on margins and efficiency, Zukin said. About 41% of investors see the software sector as more attractive going into 2022 relative to 2021, according a survey of more than 120 institutional investors that Wolfe conducted.</p>\n<p>\"We're still very positive on the sector, but we think things are changing in 2022,\" Zukin said. \"We think investors are going from focusing on just growth to really focusing on are these good businesses, is there cash flow, is there efficiency.\"</p>\n<p>Salesforce is poised for a comeback in 2022 due its leadership steam, its $27.7B acquisition of Slack and it's renewed focus on margins, according to Zukin. He also expects that the company could make its largest acquisition ever and purchase Okta Inc. (NASDAQ:OKTA) for about $50B.</p>\n<p>\"We don' think they are going to stop doing deals,\" Zukin said. \"Whether it's next year, whether its two years from now. Similar to what Microsoft, you’ve seen them focus on with security, we think Salesforce is not going to be far behind. We talk about Okta as a really strategic and transformational acquisition. It will be the largest one they’ve ever done.\"</p>\n<p>And don't miss, Cybersecurity companies to see \"massive strength\" in 2022 according to Wedbush.</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>CrowdStrike, Informatica, Salesforce among top software picks for 2022, Wolfe says</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCrowdStrike, Informatica, Salesforce among top software picks for 2022, Wolfe says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-27 09:44 GMT+8 <a href=https://seekingalpha.com/news/3783333-crowdstrike-informatica-salesforce-among-top-software-picks-for-2022-wolfe-says><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>CrowdStrike , Informatica , KnowBe4 , Zoominfo Technologies , and Salesforce are Wolfe Research's top software picks for 2022.\n\"These names we think are poised for a meaningful comeback and have some...</p>\n\n<a href=\"https://seekingalpha.com/news/3783333-crowdstrike-informatica-salesforce-among-top-software-picks-for-2022-wolfe-says\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://seekingalpha.com/news/3783333-crowdstrike-informatica-salesforce-among-top-software-picks-for-2022-wolfe-says","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164461095","content_text":"CrowdStrike , Informatica , KnowBe4 , Zoominfo Technologies , and Salesforce are Wolfe Research's top software picks for 2022.\n\"These names we think are poised for a meaningful comeback and have some of the largest upsides we have in our price targets are actually cybersecurity names,\" Wolfe Research analyst Alex Zukin said in a CNBC interview this week. \"All of our top picks have really strong cash flow multiples, free cash flow profiles. We think that’s such an important focus going forward because it’s not just about growth anymore.\"\nSoftware names are poised to be rebound in 2022 as investors move away from growth and focus on margins and efficiency, Zukin said. About 41% of investors see the software sector as more attractive going into 2022 relative to 2021, according a survey of more than 120 institutional investors that Wolfe conducted.\n\"We're still very positive on the sector, but we think things are changing in 2022,\" Zukin said. \"We think investors are going from focusing on just growth to really focusing on are these good businesses, is there cash flow, is there efficiency.\"\nSalesforce is poised for a comeback in 2022 due its leadership steam, its $27.7B acquisition of Slack and it's renewed focus on margins, according to Zukin. He also expects that the company could make its largest acquisition ever and purchase Okta Inc. (NASDAQ:OKTA) for about $50B.\n\"We don' think they are going to stop doing deals,\" Zukin said. \"Whether it's next year, whether its two years from now. Similar to what Microsoft, you’ve seen them focus on with security, we think Salesforce is not going to be far behind. We talk about Okta as a really strategic and transformational acquisition. It will be the largest one they’ve ever done.\"\nAnd don't miss, Cybersecurity companies to see \"massive strength\" in 2022 according to Wedbush.","news_type":1,"symbols_score_info":{"CRM":0.9,"CRWD":0.9,"INFA":0.9,"KNBE":0.9,"ZI":0.9}},"isVote":1,"tweetType":1,"viewCount":1839,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696975951,"gmtCreate":1640612253772,"gmtModify":1640612254397,"author":{"id":"3584860762907200","authorId":"3584860762907200","name":"littlekitten","avatar":"https://static.tigerbbs.com/ccd59ff6c96999c839e3b5709cfb00ef","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584860762907200","authorIdStr":"3584860762907200"},"themes":[],"htmlText":".","listText":".","text":".","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/696975951","repostId":"1175107411","repostType":4,"isVote":1,"tweetType":1,"viewCount":1749,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696975050,"gmtCreate":1640612243558,"gmtModify":1640612244005,"author":{"id":"3584860762907200","authorId":"3584860762907200","name":"littlekitten","avatar":"https://static.tigerbbs.com/ccd59ff6c96999c839e3b5709cfb00ef","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584860762907200","authorIdStr":"3584860762907200"},"themes":[],"htmlText":".","listText":".","text":".","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/696975050","repostId":"1137611466","repostType":4,"repost":{"id":"1137611466","kind":"news","pubTimestamp":1640582999,"share":"https://www.laohu8.com/m/news/1137611466?lang=&edition=full","pubTime":"2021-12-27 13:29","market":"us","language":"en","title":"Tilray Got Smoked, but Investors Should See Green Soon","url":"https://stock-news.laohu8.com/highlight/detail?id=1137611466","media":"InvestorPlace","summary":"As you may be aware, Canadian company Tilray (NASDAQ:TLRY) famously merged with Aphriaearlier this y","content":"<p>As you may be aware, Canadian company <b>Tilray</b> (NASDAQ:<b><u>TLRY</u></b>) famously merged with Aphriaearlier this year, thereby creating the world’s biggest cannabis company by revenue. With that game-changing development, you’d think that TLRY stock would be a darling of the market.</p>\n<p>Yet that’s far from the case. Sure, Tilray’s shares surged in February, but that enthusiasm is in the rear-view mirror now.</p>\n<p>Today the owners of TLRY stock must re-evaluate their positions and determine if it’s worthwhile to hold onto their shares. It can be painful to cut and run, but sometimes that’s just the best course of action.</p>\n<p>On the other hand, the downturn of the shares may have created a rare buying opportunity. After all, Tilray just made a bold move into a high-potential cannabis niche market with an acquisition that’ll make you say, “I’ll drink to that.”</p>\n<p><b>A Closer Look at TLRY Stock</b></p>\n<p>Was it because of the Tilray-Aphria merger which was announced late last year? Or was it due to the <b>Reddit</b>-fueled short-squeeze?</p>\n<p>Maybe it was a combination of both. Either way, TLRY stock went on a wild ride in early 2021, culminating in a 52-week high of $67 on Feb. 10.</p>\n<p>Bear in mind that the stock started off the year at $9. After a rally of that magnitude, you might assume that Tilray’s investors would end 2021 in the green.</p>\n<p>Not necessarily. As it turned out, TLRY stock declined nearly as quickly as it had ascended and even fell back below $9 this month. Yesterday the stock closed at $7.74.</p>\n<p>So now it’s all about finding the stock’s bottom and rallying the troops, who could certainly use some positive news.</p>\n<p><b>Don’t Forget About Aphria</b></p>\n<p>With so much going on in the world of cannabis stocks, it’s easy to ignore Aphria since the company isn’t a separately traded entity anymore.</p>\n<p>However, Aphria still has a significant presence in the market as the company is Tilray’smedical-cannabis subsidiary. Indeed, Aphria continues to innovate as a provider of medically beneficial cannabis-based products.</p>\n<p>Recently, for example, Tilray announced that Aphria had launched medical cannabis oral strips with THC- and CBD-rich options.</p>\n<p>The Aphria medical strips contain a thin film with dissolving cannabinoids that are absorbed directly into the bloodstream. This methodology facilitates precise dosing and rapid ingestion.</p>\n<p>Tilray Chairman and CEO Irwin D. Simon is a firm believer in medical cannabis, calling it a “high-growth, high-margin market.”</p>\n<p>Aprhia’s medical-cannabis strips, which are already available throughout Canada, could prove to be a highly lucrative product.</p>\n<p><b>An Iconic Addition</b></p>\n<p>While Tilray’s Aphria subsidiary probes the limits of medical cannabis, a newly added business could provide Tilray with access to a recreational section of the market.</p>\n<p>In particular, Tilray recently revealed itsacquisition ofColorado-based distilled spirits platform Breckenridge Distillery.</p>\n<p>Apparently, Breckenridge is known for its bourbon whiskey collection and craft spirits portfolio. Naturally, investors can expect Tilray to add some of its hemp-derived goodness to Breckenridge’s boozy offerings.</p>\n<p>Citing the company’s “award-winning spirits, passionate consumer engagement, and… strong sales and distribution network,” Simon, Tilray’s CEO, called Breckenridge Distillery an “iconic addition” to Tilray’s brands.</p>\n<p>With this acquisition in mind, Tilray’s CEO has set an ambitious revenue objective.</p>\n<p>With the expectation of launching “THC-based product adjacencies upon federal legalization in the U.S.,” Simon envisions an “ultimate goal of industry leadership with $4 billion in revenue by the end of fiscal year 2024.”</p>\n<p><b>The Bottom Line</b></p>\n<p>It’s fascinating to witness TLRY stock sink to new lows, even while Tilray is pushing the boundaries within the North American cannabis market.</p>\n<p>There appears to be a mismatch between Tilray’s share price and the company’s true value.</p>\n<p>In other words, contrarians should be jumping at the chance to buy the company’s shares now. Even if 2021 gave the investors a pop-and-drop, 2022 could be the year when Tilray’s “joint” ventures pay off.</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>Tilray Got Smoked, but Investors Should See Green Soon</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTilray Got Smoked, but Investors Should See Green Soon\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-27 13:29 GMT+8 <a href=https://investorplace.com/2021/12/tlry-stock-got-smoked-but-investors-should-see-green-soon/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>As you may be aware, Canadian company Tilray (NASDAQ:TLRY) famously merged with Aphriaearlier this year, thereby creating the world’s biggest cannabis company by revenue. With that game-changing ...</p>\n\n<a href=\"https://investorplace.com/2021/12/tlry-stock-got-smoked-but-investors-should-see-green-soon/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TLRY":"Tilray Inc."},"source_url":"https://investorplace.com/2021/12/tlry-stock-got-smoked-but-investors-should-see-green-soon/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137611466","content_text":"As you may be aware, Canadian company Tilray (NASDAQ:TLRY) famously merged with Aphriaearlier this year, thereby creating the world’s biggest cannabis company by revenue. With that game-changing development, you’d think that TLRY stock would be a darling of the market.\nYet that’s far from the case. Sure, Tilray’s shares surged in February, but that enthusiasm is in the rear-view mirror now.\nToday the owners of TLRY stock must re-evaluate their positions and determine if it’s worthwhile to hold onto their shares. It can be painful to cut and run, but sometimes that’s just the best course of action.\nOn the other hand, the downturn of the shares may have created a rare buying opportunity. After all, Tilray just made a bold move into a high-potential cannabis niche market with an acquisition that’ll make you say, “I’ll drink to that.”\nA Closer Look at TLRY Stock\nWas it because of the Tilray-Aphria merger which was announced late last year? Or was it due to the Reddit-fueled short-squeeze?\nMaybe it was a combination of both. Either way, TLRY stock went on a wild ride in early 2021, culminating in a 52-week high of $67 on Feb. 10.\nBear in mind that the stock started off the year at $9. After a rally of that magnitude, you might assume that Tilray’s investors would end 2021 in the green.\nNot necessarily. As it turned out, TLRY stock declined nearly as quickly as it had ascended and even fell back below $9 this month. Yesterday the stock closed at $7.74.\nSo now it’s all about finding the stock’s bottom and rallying the troops, who could certainly use some positive news.\nDon’t Forget About Aphria\nWith so much going on in the world of cannabis stocks, it’s easy to ignore Aphria since the company isn’t a separately traded entity anymore.\nHowever, Aphria still has a significant presence in the market as the company is Tilray’smedical-cannabis subsidiary. Indeed, Aphria continues to innovate as a provider of medically beneficial cannabis-based products.\nRecently, for example, Tilray announced that Aphria had launched medical cannabis oral strips with THC- and CBD-rich options.\nThe Aphria medical strips contain a thin film with dissolving cannabinoids that are absorbed directly into the bloodstream. This methodology facilitates precise dosing and rapid ingestion.\nTilray Chairman and CEO Irwin D. Simon is a firm believer in medical cannabis, calling it a “high-growth, high-margin market.”\nAprhia’s medical-cannabis strips, which are already available throughout Canada, could prove to be a highly lucrative product.\nAn Iconic Addition\nWhile Tilray’s Aphria subsidiary probes the limits of medical cannabis, a newly added business could provide Tilray with access to a recreational section of the market.\nIn particular, Tilray recently revealed itsacquisition ofColorado-based distilled spirits platform Breckenridge Distillery.\nApparently, Breckenridge is known for its bourbon whiskey collection and craft spirits portfolio. Naturally, investors can expect Tilray to add some of its hemp-derived goodness to Breckenridge’s boozy offerings.\nCiting the company’s “award-winning spirits, passionate consumer engagement, and… strong sales and distribution network,” Simon, Tilray’s CEO, called Breckenridge Distillery an “iconic addition” to Tilray’s brands.\nWith this acquisition in mind, Tilray’s CEO has set an ambitious revenue objective.\nWith the expectation of launching “THC-based product adjacencies upon federal legalization in the U.S.,” Simon envisions an “ultimate goal of industry leadership with $4 billion in revenue by the end of fiscal year 2024.”\nThe Bottom Line\nIt’s fascinating to witness TLRY stock sink to new lows, even while Tilray is pushing the boundaries within the North American cannabis market.\nThere appears to be a mismatch between Tilray’s share price and the company’s true value.\nIn other words, contrarians should be jumping at the chance to buy the company’s shares now. Even if 2021 gave the investors a pop-and-drop, 2022 could be the year when Tilray’s “joint” ventures pay off.","news_type":1,"symbols_score_info":{"TLRY":0.9}},"isVote":1,"tweetType":1,"viewCount":1759,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696972741,"gmtCreate":1640612229586,"gmtModify":1640612230067,"author":{"id":"3584860762907200","authorId":"3584860762907200","name":"littlekitten","avatar":"https://static.tigerbbs.com/ccd59ff6c96999c839e3b5709cfb00ef","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584860762907200","authorIdStr":"3584860762907200"},"themes":[],"htmlText":".","listText":".","text":".","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/696972741","repostId":"1100465978","repostType":4,"repost":{"id":"1100465978","kind":"news","pubTimestamp":1640587151,"share":"https://www.laohu8.com/m/news/1100465978?lang=&edition=full","pubTime":"2021-12-27 14:39","market":"us","language":"en","title":"General Motors EV Partner Sees Director Make Big Stock Buy","url":"https://stock-news.laohu8.com/highlight/detail?id=1100465978","media":"Barrons","summary":"MP Materials stock surged earlier this month after the U.S. rare-earths miner reached a deal “to dev","content":"<p>MP Materials stock surged earlier this month after the U.S. rare-earths miner reached a deal “to develop a fully integrated U.S. supply chain for rare-earth magnets” with General Motors. In the wake of the higher stock price, MP Materials director Randall Weisenburger bought up shares.</p>\n<p>MP Materials (ticker: MP) announced Dec. 9 that it will supply rare-earth materials, alloy, and finished magnets for the motors of electric vehicles to GM (GM) “with a gradual production ramp that begins in 2023.” Planned vehicles under the deal include more than a dozen models, among them the GMC Hummer EV, Cadillac Lyriq, and Chevrolet Silverado EV.” MP Materials also said it would build the company’s first magnetics factory in Fort Worth, Texas, sourcing materials from MP Materials’ Mountain Pass, Calif., mine. MP Materials stock sports a year-to-date gain of 34%, compared with a 26% rise in the S&P 500 index.</p>\n<p>Weisenburger paid $3.5 million on Dec. 15 for 86,901 MP Materials shares, a per-share average price of $40.10. Those shares now represent his total ownership of MP Materials stock, according to a form he filed with the Securities and Exchange Commission. A former chief financial officer of Omnicom Group (OMC), Weisenburger joined MP Materials’ board in 2020 when the company went public through a special-purpose acquisition company.</p>\n<p>Weisenburger declined to comment on his stock purchase.</p>\n<p>On Dec. 10, after the pact with GM was announced, J.P. Morgan analyst Michael Glick increased his December 2022 price target on MP Materials stock to $52 from $45. Glick, who rates MP Materials at Overweight, cited forecasts for higher rare-earth prices. MP Materials’ move into rare-earth magnets “could drive multiple expansion for the company,” he wrote in a research report.</p>\n<p>Inside Scoop is a regular Barron’s feature covering stock transactions by corporate executives and board members—so-called insiders—as well as large shareholders, politicians, and other prominent figures. Due to their insider status, these investors are required to disclose stock trades with the Securities and Exchange Commission or other regulatory groups.</p>","source":"market_watch","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>General Motors EV Partner Sees Director Make Big Stock Buy </title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGeneral Motors EV Partner Sees Director Make Big Stock Buy \n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-27 14:39 GMT+8 <a href=https://www.marketwatch.com/articles/gm-ev-mp-materials-51640124931?mod=newsviewer_click_seemore><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>MP Materials stock surged earlier this month after the U.S. rare-earths miner reached a deal “to develop a fully integrated U.S. supply chain for rare-earth magnets” with General Motors. In the wake ...</p>\n\n<a href=\"https://www.marketwatch.com/articles/gm-ev-mp-materials-51640124931?mod=newsviewer_click_seemore\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.marketwatch.com/articles/gm-ev-mp-materials-51640124931?mod=newsviewer_click_seemore","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1100465978","content_text":"MP Materials stock surged earlier this month after the U.S. rare-earths miner reached a deal “to develop a fully integrated U.S. supply chain for rare-earth magnets” with General Motors. In the wake of the higher stock price, MP Materials director Randall Weisenburger bought up shares.\nMP Materials (ticker: MP) announced Dec. 9 that it will supply rare-earth materials, alloy, and finished magnets for the motors of electric vehicles to GM (GM) “with a gradual production ramp that begins in 2023.” Planned vehicles under the deal include more than a dozen models, among them the GMC Hummer EV, Cadillac Lyriq, and Chevrolet Silverado EV.” MP Materials also said it would build the company’s first magnetics factory in Fort Worth, Texas, sourcing materials from MP Materials’ Mountain Pass, Calif., mine. MP Materials stock sports a year-to-date gain of 34%, compared with a 26% rise in the S&P 500 index.\nWeisenburger paid $3.5 million on Dec. 15 for 86,901 MP Materials shares, a per-share average price of $40.10. Those shares now represent his total ownership of MP Materials stock, according to a form he filed with the Securities and Exchange Commission. A former chief financial officer of Omnicom Group (OMC), Weisenburger joined MP Materials’ board in 2020 when the company went public through a special-purpose acquisition company.\nWeisenburger declined to comment on his stock purchase.\nOn Dec. 10, after the pact with GM was announced, J.P. Morgan analyst Michael Glick increased his December 2022 price target on MP Materials stock to $52 from $45. Glick, who rates MP Materials at Overweight, cited forecasts for higher rare-earth prices. MP Materials’ move into rare-earth magnets “could drive multiple expansion for the company,” he wrote in a research report.\nInside Scoop is a regular Barron’s feature covering stock transactions by corporate executives and board members—so-called insiders—as well as large shareholders, politicians, and other prominent figures. Due to their insider status, these investors are required to disclose stock trades with the Securities and Exchange Commission or other regulatory groups.","news_type":1,"symbols_score_info":{"GM":0.9,"MP":0.9}},"isVote":1,"tweetType":1,"viewCount":1775,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696972414,"gmtCreate":1640612210739,"gmtModify":1640612211177,"author":{"id":"3584860762907200","authorId":"3584860762907200","name":"littlekitten","avatar":"https://static.tigerbbs.com/ccd59ff6c96999c839e3b5709cfb00ef","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584860762907200","authorIdStr":"3584860762907200"},"themes":[],"htmlText":".","listText":".","text":".","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/696972414","repostId":"1115384970","repostType":4,"isVote":1,"tweetType":1,"viewCount":2108,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696972577,"gmtCreate":1640612197644,"gmtModify":1640612198083,"author":{"id":"3584860762907200","authorId":"3584860762907200","name":"littlekitten","avatar":"https://static.tigerbbs.com/ccd59ff6c96999c839e3b5709cfb00ef","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584860762907200","authorIdStr":"3584860762907200"},"themes":[],"htmlText":".","listText":".","text":".","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/696972577","repostId":"1177527268","repostType":4,"repost":{"id":"1177527268","kind":"news","pubTimestamp":1640594368,"share":"https://www.laohu8.com/m/news/1177527268?lang=&edition=full","pubTime":"2021-12-27 16:39","market":"us","language":"en","title":"DraftKings Stock: Down 60% From Its High, A Great Long-Term Buy Opportunity Has Emerged","url":"https://stock-news.laohu8.com/highlight/detail?id=1177527268","media":"Seeking Alpha","summary":"Summary\n\nDraftKings stock has collapsed 60% from its 2021 high.\nInvestors are concerned whether the ","content":"<p><b>Summary</b></p>\n<ul>\n <li>DraftKings stock has collapsed 60% from its 2021 high.</li>\n <li>Investors are concerned whether the company can ever turn profitable.</li>\n <li>We discuss these concerns in the article.</li>\n <li>We also discuss why we think the opportunity for long-term investors is looking fantastic now.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/adfae22a6401434242d4306d5de9fdf7\" tg-width=\"1536\" tg-height=\"1022\" width=\"100%\" height=\"auto\"><span>Darren McCollester/Getty Images Entertainment</span></p>\n<p>DraftKings Inc. (NASDAQ:DKNG) is one of the most contentious companies that we have covered. The short-sellers favorite has also been discussed in the media lately, as Jim Chanos called out DraftKings' business model as \"flawed.\" He also derided that DraftKings' sales and marketing spend was \"completely and totally insane.\"</p>\n<p>Currently, the short-sellers seem to have the momentum on their side as the price has declined 60% from its 2021 all-time high (ATH). In addition, S3 Partners have tracked consistent short-selling activity this year compared to the previous year. As of 15 December, DKNG's short percent of float reached 12.2%.</p>\n<p>Notably, DKNG stock has been holding at its crucial support level even as the short-selling activity intensified in recent weeks. We have been observing the price action closely and believe that if the current level continues to hold, the stock can consolidate moving forward. It would then allow the market makers to accumulate quietly before forcing the shorts to cover and subsequently drive up the stock's momentum.</p>\n<p>The momentum in the market also seems to have swung back in favor of growth stocks lately. Coupled with the recent insider purchases, its price action, and the high short-selling activity, we believe it's time for long-term investors to consider adding exposure.</p>\n<p><b>DKNG Stock Performance</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/29e4677c0da747eebf5dea1fdb15ebbf\" tg-width=\"640\" tg-height=\"331\" width=\"100%\" height=\"auto\"><span>DKNG stock YTD performance (as of 23 December' 21).</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/94f7e17e7edeef4d8c825a43d1a8d85b\" tg-width=\"640\" tg-height=\"331\" width=\"100%\" height=\"auto\"><span>DKNG stock performance from 24 April '20 (as of 23 December' 21).</span></p>\n<p>Readers can quickly glean that DraftKings stock has significantly underperformed this year, as it returned -36.8% YTD. Its keen rival Flutter Entertainment(OTCPK:PDYPY)also had an underwhelming year with a YTD return of 24.5%. However, considering its performance since it went public last year, the stock returned 52.1% or a CAGR of 28.7%. It outperformed Flutter, although it's underperforming the broad market currently. Some investors could have taken the opportunity to cash in, given the stock's magnificent gains since it went public.</p>\n<p><b>Can DraftKings Ever Turn Profitable?</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/489ffa9da624d285ae2038c5655323ea\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"><span>DraftKings SG&A margins (LTM). Data source: S&P Capital IQ</span></p>\n<p>Bears often lamented that CEO Jason Robins & Co. will \"never\" turn profitable as it continues to spend an astronomical amount on customer acquisitions costs (CAC). Readers can easily refer to the above chart where DraftKings' SG&A margin has consistently been over 100% of its revenue over the past year from a last-twelve-months (LTM) basis.</p>\n<p>The bears are right to question whether its business model makes sense. It comes even as DraftKings' has significantly strengthened its leadership in the online sports betting (OSB) and the iGaming market. For readers who are new to this company, DraftKings' is the #2 player in the OSB market behind Flutter's FanDuel. In the iGaming market, it's the #2 player behind BetMGM (MGM) (OTCPK:GMVHF) following its acquisition of Golden Nugget Online Gaming (GNOG), which is pending closure. Therefore, investors in DraftKings are investing in a pure-play online leader which has demonstrated its ability to compete with players with profitable legacy gaming assets or even its land-based peers.</p>\n<p>Nevertheless, we believe it's vital for DraftKings to address its runway to profitability, which it did. It has also attracted significant interest from the Street. Therefore, it has also allowed the company to address it multiple times in the past. Yes, the company has already addressed it numerous times, but the question kept propping up. Moreover, DraftKings CEO Jason Robins articulated (edited): \"We are focused on people who are true believers.Some people will say anything to make a buck. Obviously, it's annoying when people come and make stuff up and do that at their own service, but there's not much you can do about it.\"</p>\n<p>DraftKings has presented its road to profitability clearly. It emphasized that it takes two to three years to achieve profitability upon entering a newly legalized state. Technically, CFO Jason Park explained (edited):</p>\n<blockquote>\n So, what we've said from the beginning is that DraftKings enterprise profitability will be a function of the profitability of every state that we're operating in. We acquire customers on a 2- to 3-year gross margin payback period that's sort of a truncated lifetime value (LTV) to CAC. As long as you have the conviction that we can be profitable in every state in 2 to 3 years, then the enterprise will turn profitable. (Jefferies Sports Betting & iGaming Summit)\n</blockquote>\n<p>DraftKings has also emphasized many times in its past conference calls that it achieved profitability in one of its most important states New Jersey in just two years upon entry. Notably, the company also added that it's observing a similar profitability trajectory in other states. Therefore, DraftKings has made significant efforts to discuss investors' most pressing concerns and never avoided addressing them. Of course, the landscape is highly dynamic. The company highlighted that its most critical assumptions consider continued OSB and iGaming legalization. That forms the foundational basis of the company's business model. As of now, we haven't observed anything suspicious that the secular trend towards OSB and iGaming is slowing down.Goldman Sachs estimates that the OSB market could be worth $39B annually by 2033. Consumers are also moving towards online betting as mobile handle accounted for 84% of the total sports betting handle in October. The push towards OSB and iGaming legalization has gained momentum, and we don't think it would reverse course moving forward.</p>\n<p>Therefore, it's essential for investors to note that DraftKings is still in the early innings of its massive opportunity. The company is still ramping up in states they entered recently while moving towards profitability in earlier entries like New Jersey. Therefore, the mix is evolving, and investors should not expect the company to reach profitability in the near term.</p>\n<p><b>Keep in Mind that DraftKings is Estimated to Achieve Significant Operating Leverage</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/34f4a60a8de564c1cf9283cc793a1312\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"><span>DraftKings revenue and adjusted EBITDA mean consensus estimates. Data source: S&P Capital IQ</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/83f0d476974ed5ee4c6202a4cf49b72b\" tg-width=\"640\" tg-height=\"292\" width=\"100%\" height=\"auto\"><span>DraftKings adjusted EPS revision trend. Source: Seeking Alpha</span></p>\n<p>Readers can observe from the chart above that DraftKings is still estimated to grow its revenue through FY26 rapidly. Its revenue is estimated to grow at a CAGR of 29.2% through FY26. Meanwhile, it's also expected to continue gaining operating leverage significantly. Therefore, DraftKings is estimated to turn profitable on an adjusted EBITDA basis from FY24.</p>\n<p>Nevertheless, we are aware that its adjusted EPS has been revised downwards throughout 2021. Consequently, its timeline towards achieving profitability has gotten stretched further. However, we believe that the company is trading short-term profitability for long-term operating leverage. In addition, DraftKings has often highlighted that its business model is highly data-driven. Therefore, management relies strongly on its data analytics to inform its spending patterns and maintain capital discipline. Consequently, they are not just simply burning cash in the hope of gaining market share.</p>\n<p>In addition, the company is counting on building a superior product and technology platform that it believes will give it a competitive advantage against its peers. Robins emphasized (edited):</p>\n<blockquote>\n I think definitely convenience is important, the ease of use. So that's everything from making it simple for people by having a shared wallet across our products. They can easily navigate our products when they're in different states, and they can use the app. They can use the same account, the same wallet. It goes to having a very simple and intuitive user interface, having great service and customer support, being able to curate bets for people, based on the data that we have and personalization that our Data Science team does. I think all those things are really important. (Canaccord Genuity 2021 Digital Gaming Summit)\n</blockquote>\n<p><b>So, is DKNG Stock a Buy Now?</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a1febf75ef806df48d2e82c747652031\" tg-width=\"640\" tg-height=\"384\" width=\"100%\" height=\"auto\"><span>DKNG stock EV/NTM Revenue trend.</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/db12c1447b06db9837c1605c8b139a81\" tg-width=\"503\" tg-height=\"228\" width=\"100%\" height=\"auto\"><span>DKNG EV/NTM Revenue comps. Source: TIKR</span></p>\n<p>DKNG stock has undoubtedly been battered, and its valuation gap has closed with its legacy peers. It's trading at an EV/NTM Revenue of 6.5x, against its mean since going public of 19.2x. Therefore, it's clear that the market has not been satisfied with the adjusted EPS revisions over the past year while the stock was trading at a premium.</p>\n<p>We concur that DraftKings need to show improvement in its operating leverage moving forward. However, we also emphasized that its enterprise profitability is complicated by the mix of new and mature states. Therefore, we believe that investors should evaluate the company profitability runway on a state-by-state basis.</p>\n<p>In addition, given that DraftKings is still primed to achieve significant operating leverage, we believe that its premium valuation is justified. Its valuation should also help the company acquire companies with an equity deal instead of relying on cash offers. It would allow the company to realize capital flexibility in potential M&A offers, which could intensify moving forward. We believe that the competitive landscape would likely continue to consolidate, with more competitors and consumers coalescing towards OSB and iGaming. Therefore, scale, consumer data, and the tech stack are of paramount importance. It's also where DraftKings can exercise its competitive advantage. Moreover, compared to its heavily-indebted arch-rival Flutter, DraftKings is in a net cash position, further accentuating its capital flexibility.</p>\n<p>We are confident that DraftKings management would leverage its leadership in OSB and iGaming as the legalization momentum carries on. Therefore, we encourage long-term investors to capitalize on its current weakness to add exposure to the online betting leader.</p>\n<p>As such, we reiterate our Buy rating on DKNG stock for long-term investors only.</p>\n<p>Editor's Note: This article discusses one or more securities that do not trade on a major U.S. exchange. Please be aware of the risks associated with these stocks.</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>DraftKings Stock: Down 60% From Its High, A Great Long-Term Buy Opportunity Has Emerged</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDraftKings Stock: Down 60% From Its High, A Great Long-Term Buy Opportunity Has Emerged\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-27 16:39 GMT+8 <a href=https://seekingalpha.com/article/4476788-draftkings-dkng-stock-down-from-high-long-term-buy-opportunity><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nDraftKings stock has collapsed 60% from its 2021 high.\nInvestors are concerned whether the company can ever turn profitable.\nWe discuss these concerns in the article.\nWe also discuss why we ...</p>\n\n<a href=\"https://seekingalpha.com/article/4476788-draftkings-dkng-stock-down-from-high-long-term-buy-opportunity\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DKNG":"DraftKings Inc."},"source_url":"https://seekingalpha.com/article/4476788-draftkings-dkng-stock-down-from-high-long-term-buy-opportunity","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177527268","content_text":"Summary\n\nDraftKings stock has collapsed 60% from its 2021 high.\nInvestors are concerned whether the company can ever turn profitable.\nWe discuss these concerns in the article.\nWe also discuss why we think the opportunity for long-term investors is looking fantastic now.\n\nDarren McCollester/Getty Images Entertainment\nDraftKings Inc. (NASDAQ:DKNG) is one of the most contentious companies that we have covered. The short-sellers favorite has also been discussed in the media lately, as Jim Chanos called out DraftKings' business model as \"flawed.\" He also derided that DraftKings' sales and marketing spend was \"completely and totally insane.\"\nCurrently, the short-sellers seem to have the momentum on their side as the price has declined 60% from its 2021 all-time high (ATH). In addition, S3 Partners have tracked consistent short-selling activity this year compared to the previous year. As of 15 December, DKNG's short percent of float reached 12.2%.\nNotably, DKNG stock has been holding at its crucial support level even as the short-selling activity intensified in recent weeks. We have been observing the price action closely and believe that if the current level continues to hold, the stock can consolidate moving forward. It would then allow the market makers to accumulate quietly before forcing the shorts to cover and subsequently drive up the stock's momentum.\nThe momentum in the market also seems to have swung back in favor of growth stocks lately. Coupled with the recent insider purchases, its price action, and the high short-selling activity, we believe it's time for long-term investors to consider adding exposure.\nDKNG Stock Performance\nDKNG stock YTD performance (as of 23 December' 21).\nDKNG stock performance from 24 April '20 (as of 23 December' 21).\nReaders can quickly glean that DraftKings stock has significantly underperformed this year, as it returned -36.8% YTD. Its keen rival Flutter Entertainment(OTCPK:PDYPY)also had an underwhelming year with a YTD return of 24.5%. However, considering its performance since it went public last year, the stock returned 52.1% or a CAGR of 28.7%. It outperformed Flutter, although it's underperforming the broad market currently. Some investors could have taken the opportunity to cash in, given the stock's magnificent gains since it went public.\nCan DraftKings Ever Turn Profitable?\nDraftKings SG&A margins (LTM). Data source: S&P Capital IQ\nBears often lamented that CEO Jason Robins & Co. will \"never\" turn profitable as it continues to spend an astronomical amount on customer acquisitions costs (CAC). Readers can easily refer to the above chart where DraftKings' SG&A margin has consistently been over 100% of its revenue over the past year from a last-twelve-months (LTM) basis.\nThe bears are right to question whether its business model makes sense. It comes even as DraftKings' has significantly strengthened its leadership in the online sports betting (OSB) and the iGaming market. For readers who are new to this company, DraftKings' is the #2 player in the OSB market behind Flutter's FanDuel. In the iGaming market, it's the #2 player behind BetMGM (MGM) (OTCPK:GMVHF) following its acquisition of Golden Nugget Online Gaming (GNOG), which is pending closure. Therefore, investors in DraftKings are investing in a pure-play online leader which has demonstrated its ability to compete with players with profitable legacy gaming assets or even its land-based peers.\nNevertheless, we believe it's vital for DraftKings to address its runway to profitability, which it did. It has also attracted significant interest from the Street. Therefore, it has also allowed the company to address it multiple times in the past. Yes, the company has already addressed it numerous times, but the question kept propping up. Moreover, DraftKings CEO Jason Robins articulated (edited): \"We are focused on people who are true believers.Some people will say anything to make a buck. Obviously, it's annoying when people come and make stuff up and do that at their own service, but there's not much you can do about it.\"\nDraftKings has presented its road to profitability clearly. It emphasized that it takes two to three years to achieve profitability upon entering a newly legalized state. Technically, CFO Jason Park explained (edited):\n\n So, what we've said from the beginning is that DraftKings enterprise profitability will be a function of the profitability of every state that we're operating in. We acquire customers on a 2- to 3-year gross margin payback period that's sort of a truncated lifetime value (LTV) to CAC. As long as you have the conviction that we can be profitable in every state in 2 to 3 years, then the enterprise will turn profitable. (Jefferies Sports Betting & iGaming Summit)\n\nDraftKings has also emphasized many times in its past conference calls that it achieved profitability in one of its most important states New Jersey in just two years upon entry. Notably, the company also added that it's observing a similar profitability trajectory in other states. Therefore, DraftKings has made significant efforts to discuss investors' most pressing concerns and never avoided addressing them. Of course, the landscape is highly dynamic. The company highlighted that its most critical assumptions consider continued OSB and iGaming legalization. That forms the foundational basis of the company's business model. As of now, we haven't observed anything suspicious that the secular trend towards OSB and iGaming is slowing down.Goldman Sachs estimates that the OSB market could be worth $39B annually by 2033. Consumers are also moving towards online betting as mobile handle accounted for 84% of the total sports betting handle in October. The push towards OSB and iGaming legalization has gained momentum, and we don't think it would reverse course moving forward.\nTherefore, it's essential for investors to note that DraftKings is still in the early innings of its massive opportunity. The company is still ramping up in states they entered recently while moving towards profitability in earlier entries like New Jersey. Therefore, the mix is evolving, and investors should not expect the company to reach profitability in the near term.\nKeep in Mind that DraftKings is Estimated to Achieve Significant Operating Leverage\nDraftKings revenue and adjusted EBITDA mean consensus estimates. Data source: S&P Capital IQ\nDraftKings adjusted EPS revision trend. Source: Seeking Alpha\nReaders can observe from the chart above that DraftKings is still estimated to grow its revenue through FY26 rapidly. Its revenue is estimated to grow at a CAGR of 29.2% through FY26. Meanwhile, it's also expected to continue gaining operating leverage significantly. Therefore, DraftKings is estimated to turn profitable on an adjusted EBITDA basis from FY24.\nNevertheless, we are aware that its adjusted EPS has been revised downwards throughout 2021. Consequently, its timeline towards achieving profitability has gotten stretched further. However, we believe that the company is trading short-term profitability for long-term operating leverage. In addition, DraftKings has often highlighted that its business model is highly data-driven. Therefore, management relies strongly on its data analytics to inform its spending patterns and maintain capital discipline. Consequently, they are not just simply burning cash in the hope of gaining market share.\nIn addition, the company is counting on building a superior product and technology platform that it believes will give it a competitive advantage against its peers. Robins emphasized (edited):\n\n I think definitely convenience is important, the ease of use. So that's everything from making it simple for people by having a shared wallet across our products. They can easily navigate our products when they're in different states, and they can use the app. They can use the same account, the same wallet. It goes to having a very simple and intuitive user interface, having great service and customer support, being able to curate bets for people, based on the data that we have and personalization that our Data Science team does. I think all those things are really important. (Canaccord Genuity 2021 Digital Gaming Summit)\n\nSo, is DKNG Stock a Buy Now?\nDKNG stock EV/NTM Revenue trend.\nDKNG EV/NTM Revenue comps. Source: TIKR\nDKNG stock has undoubtedly been battered, and its valuation gap has closed with its legacy peers. It's trading at an EV/NTM Revenue of 6.5x, against its mean since going public of 19.2x. Therefore, it's clear that the market has not been satisfied with the adjusted EPS revisions over the past year while the stock was trading at a premium.\nWe concur that DraftKings need to show improvement in its operating leverage moving forward. However, we also emphasized that its enterprise profitability is complicated by the mix of new and mature states. Therefore, we believe that investors should evaluate the company profitability runway on a state-by-state basis.\nIn addition, given that DraftKings is still primed to achieve significant operating leverage, we believe that its premium valuation is justified. Its valuation should also help the company acquire companies with an equity deal instead of relying on cash offers. It would allow the company to realize capital flexibility in potential M&A offers, which could intensify moving forward. We believe that the competitive landscape would likely continue to consolidate, with more competitors and consumers coalescing towards OSB and iGaming. Therefore, scale, consumer data, and the tech stack are of paramount importance. It's also where DraftKings can exercise its competitive advantage. Moreover, compared to its heavily-indebted arch-rival Flutter, DraftKings is in a net cash position, further accentuating its capital flexibility.\nWe are confident that DraftKings management would leverage its leadership in OSB and iGaming as the legalization momentum carries on. Therefore, we encourage long-term investors to capitalize on its current weakness to add exposure to the online betting leader.\nAs such, we reiterate our Buy rating on DKNG stock for long-term investors only.\nEditor's Note: This article discusses one or more securities that do not trade on a major U.S. exchange. Please be aware of the risks associated with these stocks.","news_type":1,"symbols_score_info":{"DKNG":0.9}},"isVote":1,"tweetType":1,"viewCount":1734,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696972625,"gmtCreate":1640612168275,"gmtModify":1640612168730,"author":{"id":"3584860762907200","authorId":"3584860762907200","name":"littlekitten","avatar":"https://static.tigerbbs.com/ccd59ff6c96999c839e3b5709cfb00ef","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584860762907200","authorIdStr":"3584860762907200"},"themes":[],"htmlText":".","listText":".","text":".","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/696972625","repostId":"1124361710","repostType":4,"repost":{"id":"1124361710","kind":"news","pubTimestamp":1640604546,"share":"https://www.laohu8.com/m/news/1124361710?lang=&edition=full","pubTime":"2021-12-27 19:29","market":"us","language":"en","title":"Blink Charging Has Caught Lightning In A Bottle","url":"https://stock-news.laohu8.com/highlight/detail?id=1124361710","media":"Seeking Alpha","summary":"Summary\n\n2021 was a year EV charging bulls would like to forget.\nBlink continues to make positive op","content":"<p><b>Summary</b></p>\n<ul>\n <li>2021 was a year EV charging bulls would like to forget.</li>\n <li>Blink continues to make positive operational developments in its business model.</li>\n <li>The valuation still seems stretched even after the pullback this year.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/90a44cedb39ad6f73006bdd859662eae\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>Serenethos/iStock Editorial via Getty Images</span></p>\n<p>Blink Charging (BLNK) caught lightning in a bottle in 2021 by maintaining its relatively high market cap despite a collapse of its common shares and against trailing 12-month revenue that stood at just $15.4 million as at the end of its last reported quarter. The company has been able to catch the wave of strong investor enthusiasm over the growing EV economy, leading to a market cap that still stands substantially higher than its pre-pandemic averages even while down more than 50% from its 52-week high.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6bc70268ab9c6868a444fd95e011c4a1\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p>EV charging bulls are spoilt for choice as the now collapsed SPAC explosion saw a plethora of EV charging companies from ChargePoint (CHPT) to Volta (VLTA) and EVgo (EVGO) all go public in 2021. And like Blink, 2021 has turned out to be a relatively uneventful year for these companies as capital heavily moved away from somewhat speculative industries and small-caps to value.</p>\n<p>The question of what 2022 now holds lingers. Is it more of the same capital destruction that characterized much of this year as bears would like to believe? This is especially as the FED accelerates the tapering of its bond-buying program to position itself to start raising interest rates as early as March to contain inflation. While the market should be pricing this in already, it could see the capital flight away from companies like Blink continue. This risk is especially heightened with recent financials that fail to justify the current $1.20 billion market cap.</p>\n<p><b>Operational Progress Continues But Revenue Multiple Looks Stretched</b></p>\n<p>Blink last reported quarterly earnings for its fiscal 2021 third quarter which saw revenue come in at $6.4 million. This was a year-over-year increase of 611% and a beat of $1.68 million on consensus estimates. This hypergrowth was partly driven by a rapid increase in charging stations contacted or sold to 3,016, an increase of 351% from its year-ago figure. Services revenues, which consists of charging service revenues, network fees and ride-sharing service revenues, also jumped by 425% year-over-year to $1.38 million. Blink's bulls have justified the company's high valuation on the back of the pace of this growth. The company's management has been seizing the opportunities of the transition to EVs.</p>\n<p>This momentum is likely to ramp up next year as demand for EVs continues to grow. This is a long-term structural shift in transportation that will create a substantial tailwind over the next decade. Not often does a company stand to ride such a healthy macro environment, one set to be boosted by both rising consumer sentiment and increasingly positive government action. The latter will see $7.5 billion allocated as part of the infrastructure bill toward building out the US electric vehicle charging network.</p>\n<p>Blink has also maintained operational momentum, recently unveiling seven new products including new EV charging equipment. The company will also launch a new network and accompanying mobile app to enhance the charging experience for its customers. And while cash flows from operations were negative at $9 million, the company still ended the quarter with cash and equivalents of $186.7 million. This provides a strong buffer for operational flexibility and expansion in the years ahead as the EV charging space heats up. This is especially as another facet of the bear case has centered around just how competitive and crowded the space is. The has created a dash for prime space as EV chargers in the best locations are likely to perform the best.</p>\n<p>However, in spite of the fall of Blink's common shares this year, the company still trades on a price to trailing twelve months revenue multiple of 80x. Bulls would be rights to state that the company will very quickly grow into its multiple if revenue growth in the quarters ahead continues to reflect the rate of growth in the third quarter.</p>\n<p><b>EVs, Charging, And The Future Of Transportation</b></p>\n<p>EVs are undeniably going to play a dominant role in the future of transport and chargers will be required to keep them going. Hence, while 2021 was a terrible year for Blink, the broader long-term macro environment is positive and its conditions are conducive to the prerequisites for shareholder value creation.</p>\n<p>There is definitely a race amongst EV charging companies to build out their network as fast as possible to gain scale and seize the leases for the best locations. Hence, I do not expect Blink to chase or even be able to attain cash flow breakeven in the near term. That said, it is hard to recommend Blink as a buy. Yes, the company is growing quickly and has a substantial cash balance to continue to ride the ever-growing EV wave. But the valuation is still steep, and a slowdown would see the common shares experience an even more brutal downward re-rating.</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>Blink Charging Has Caught Lightning In A Bottle</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBlink Charging Has Caught Lightning In A Bottle\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-27 19:29 GMT+8 <a href=https://seekingalpha.com/article/4476811-blink-charging-has-caught-lightning-in-a-bottle><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\n2021 was a year EV charging bulls would like to forget.\nBlink continues to make positive operational developments in its business model.\nThe valuation still seems stretched even after the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4476811-blink-charging-has-caught-lightning-in-a-bottle\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BLNK":"Blink Charging"},"source_url":"https://seekingalpha.com/article/4476811-blink-charging-has-caught-lightning-in-a-bottle","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124361710","content_text":"Summary\n\n2021 was a year EV charging bulls would like to forget.\nBlink continues to make positive operational developments in its business model.\nThe valuation still seems stretched even after the pullback this year.\n\nSerenethos/iStock Editorial via Getty Images\nBlink Charging (BLNK) caught lightning in a bottle in 2021 by maintaining its relatively high market cap despite a collapse of its common shares and against trailing 12-month revenue that stood at just $15.4 million as at the end of its last reported quarter. The company has been able to catch the wave of strong investor enthusiasm over the growing EV economy, leading to a market cap that still stands substantially higher than its pre-pandemic averages even while down more than 50% from its 52-week high.\nData by YCharts\nEV charging bulls are spoilt for choice as the now collapsed SPAC explosion saw a plethora of EV charging companies from ChargePoint (CHPT) to Volta (VLTA) and EVgo (EVGO) all go public in 2021. And like Blink, 2021 has turned out to be a relatively uneventful year for these companies as capital heavily moved away from somewhat speculative industries and small-caps to value.\nThe question of what 2022 now holds lingers. Is it more of the same capital destruction that characterized much of this year as bears would like to believe? This is especially as the FED accelerates the tapering of its bond-buying program to position itself to start raising interest rates as early as March to contain inflation. While the market should be pricing this in already, it could see the capital flight away from companies like Blink continue. This risk is especially heightened with recent financials that fail to justify the current $1.20 billion market cap.\nOperational Progress Continues But Revenue Multiple Looks Stretched\nBlink last reported quarterly earnings for its fiscal 2021 third quarter which saw revenue come in at $6.4 million. This was a year-over-year increase of 611% and a beat of $1.68 million on consensus estimates. This hypergrowth was partly driven by a rapid increase in charging stations contacted or sold to 3,016, an increase of 351% from its year-ago figure. Services revenues, which consists of charging service revenues, network fees and ride-sharing service revenues, also jumped by 425% year-over-year to $1.38 million. Blink's bulls have justified the company's high valuation on the back of the pace of this growth. The company's management has been seizing the opportunities of the transition to EVs.\nThis momentum is likely to ramp up next year as demand for EVs continues to grow. This is a long-term structural shift in transportation that will create a substantial tailwind over the next decade. Not often does a company stand to ride such a healthy macro environment, one set to be boosted by both rising consumer sentiment and increasingly positive government action. The latter will see $7.5 billion allocated as part of the infrastructure bill toward building out the US electric vehicle charging network.\nBlink has also maintained operational momentum, recently unveiling seven new products including new EV charging equipment. The company will also launch a new network and accompanying mobile app to enhance the charging experience for its customers. And while cash flows from operations were negative at $9 million, the company still ended the quarter with cash and equivalents of $186.7 million. This provides a strong buffer for operational flexibility and expansion in the years ahead as the EV charging space heats up. This is especially as another facet of the bear case has centered around just how competitive and crowded the space is. The has created a dash for prime space as EV chargers in the best locations are likely to perform the best.\nHowever, in spite of the fall of Blink's common shares this year, the company still trades on a price to trailing twelve months revenue multiple of 80x. Bulls would be rights to state that the company will very quickly grow into its multiple if revenue growth in the quarters ahead continues to reflect the rate of growth in the third quarter.\nEVs, Charging, And The Future Of Transportation\nEVs are undeniably going to play a dominant role in the future of transport and chargers will be required to keep them going. Hence, while 2021 was a terrible year for Blink, the broader long-term macro environment is positive and its conditions are conducive to the prerequisites for shareholder value creation.\nThere is definitely a race amongst EV charging companies to build out their network as fast as possible to gain scale and seize the leases for the best locations. Hence, I do not expect Blink to chase or even be able to attain cash flow breakeven in the near term. That said, it is hard to recommend Blink as a buy. Yes, the company is growing quickly and has a substantial cash balance to continue to ride the ever-growing EV wave. But the valuation is still steep, and a slowdown would see the common shares experience an even more brutal downward re-rating.","news_type":1,"symbols_score_info":{"BLNK":0.9}},"isVote":1,"tweetType":1,"viewCount":1413,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696972878,"gmtCreate":1640612155253,"gmtModify":1640612155700,"author":{"id":"3584860762907200","authorId":"3584860762907200","name":"littlekitten","avatar":"https://static.tigerbbs.com/ccd59ff6c96999c839e3b5709cfb00ef","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584860762907200","authorIdStr":"3584860762907200"},"themes":[],"htmlText":".","listText":".","text":".","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/696972878","repostId":"1122290660","repostType":4,"repost":{"id":"1122290660","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1640608857,"share":"https://www.laohu8.com/m/news/1122290660?lang=&edition=full","pubTime":"2021-12-27 20:40","market":"us","language":"en","title":"Grab stock climbed more than 3% in premarket trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1122290660","media":"Tiger Newspress","summary":"Grab stock climbed more than 3% in premarket trading as Wall Street saw massive upside for Asian tec","content":"<p>Grab stock climbed more than 3% in premarket trading as Wall Street saw massive upside for Asian tech giant Grab, after disappointing debut.</p>\n<p><img src=\"https://static.tigerbbs.com/722d12abbd9fc66fd8ccd5576d98e63c\" tg-width=\"841\" tg-height=\"619\" width=\"100%\" height=\"auto\"></p>\n<p>Grab debuted on the Nasdaq following a deal with blank-check company Altimeter Growth Corp., which valued the company at nearly $40 billion. It became the largest-ever company to close a SPAC merger and go public.</p>\n<p>But shares fell more than 20% from $13.06 to $8.75 a piece in the first day of trading. Since then, the stock has fallen another 16%.</p>\n<p>Still, JPMorgan likes the stock and said the company has a “superior regional superapp” and multiple opportunities for “multi-year growth.” The investment bank said that Grab’s regional leadership in Southeast Asia is driven by a highly scalable and localized platform that is underpinned by its proprietary technology.</p>\n<p>“The platform enables Grab to offer its services at a structurally lower cost base vs peers, with higher retention rates,” JPMorgan analysts wrote in their initiation coverage note earlier this month. “Grab’s platform gives it further advantages over its peers with limited geographical presence and/or fewer services, as Grab can allocate cash flows across countries and services to deliver on growth.”</p>\n<p>Here are JPMorgan, Citi and Evercore’s ratings and price targets for Grab, and why they like the stock:</p>\n<p><b>JPMorgan</b></p>\n<p>JPMorgan initiated coverage on Grab with an overweight rating and a price target of $12.50 over the next 12 months — that represents over 70% upside from the Dec. 23 closing price of $7.35.</p>\n<p>Based on the investment bank’s rating system, an overweight rating implies JPMorgan expects Grab’s stock to outperform over the next six to 12 months.</p>\n<p>The analysts said Grab’s superior regional app, comprising multiple services including ride-hailing and food delivery, is “best geared to rising online consumption” in Southeast Asia. They said they identified gross merchandize value and revenue growth as key catalysts for the company and they see “multiple opportunities for multi-year growth.”</p>\n<p>GMV is a metric often used in e-commerce to measure the total dollar value of goods sold over a certain period of time.</p>\n<p>The investment bank said Grab is a leader in ride-hailing across the region and that could lead to a highly profitable mobility business, where lifting Covid restrictions and broader economic reopening could drive growth.</p>\n<p>While the company’s delivery business is at an earlier stage of development, JPMorgan said there’s growth potential due to the relatively fragmented, but large total addressable market for food delivery and groceries. But the bank said that Grab is likely to see losses in the near-to-mid term due to investments and competition for market share.</p>\n<p>The analysts warned, however, that Grab’s stock price could be volatile over the next six months as the free float expands due to staggered expiration of lock-ups that will release additional shares. Potential inclusion in MSCI indexes could also contribute to the volatility, JPMorgan said.</p>\n<p><b>Citi</b></p>\n<p>Citi initiated coverage of Grab with a buy rating and a price target of $12 a share, but also flagged the stock as high risk.</p>\n<p>Compared with regional peers, Citi analysts said Grab benefits from its ability to capture larger volumes of consumer data given higher frequency of delivery and mobility demand compared to services like e-commerce. That gives the company an easier way to cross-sell its financial services products, they added.</p>\n<p>The analysts pointed out that Grab has a “broader geographic footprint with more equal strength in the ... Southeast Asia countries in which it operates,” compared with Indonesian rival GoTo Group.</p>\n<p>Citi said, however, spending per transaction and per user is lower for Grab than other regional players like Sea, which operates e-commerce platform Shopee. That implies Grab would face more headwinds if Covid cases in the region surge again, forcing countries to impose lockdowns and other mobility restrictions.</p>\n<p>“Grab also lacks a high-margin gaming business and global exposure given its Southeast Asia focus,” Citi analysts said.</p>\n<p><b>Evercore</b></p>\n<p>Evercore initiated coverage with an outperform rating and a price target of $10.</p>\n<p>The firm said Grab will likely face more local competition in each market for its delivery business compared to ridesharing, where the only other international incumbent is GoTo Group’s Gojek — particularly, in Indonesia.</p>\n<p>“Within its Delivery segment, Grab faces a bit more competition across its core geographies,” Evercore analysts said in a recent note. They flagged the likes of Foodpanda, Gojek and Deliveroo in Singapore, LineMan in Thailand as well as Now and Baemin in Vietnam as competitors.</p>\n<p>“Lastly, Grab competes with last-mile logistics providers such as Gojek and Lalamove, and more local last-mile players such as AhaMove (Vietnam),” the analysts said.</p>\n<p>In the financial services business, Grab faces competition from traditional players including credit card companies, banks as well as cash, which is still the predominant mode of payment in Southeast Asia.</p>\n<p>Still, the Evercore analysts said that most of Grab’s core business segments including delivery, mobility and financial services remain underpenetrated, which grants the Singapore-headquartered company “a probable long runway for growth.”</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Grab stock climbed more than 3% in premarket trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGrab stock climbed more than 3% in premarket trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-12-27 20:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Grab stock climbed more than 3% in premarket trading as Wall Street saw massive upside for Asian tech giant Grab, after disappointing debut.</p>\n<p><img src=\"https://static.tigerbbs.com/722d12abbd9fc66fd8ccd5576d98e63c\" tg-width=\"841\" tg-height=\"619\" width=\"100%\" height=\"auto\"></p>\n<p>Grab debuted on the Nasdaq following a deal with blank-check company Altimeter Growth Corp., which valued the company at nearly $40 billion. It became the largest-ever company to close a SPAC merger and go public.</p>\n<p>But shares fell more than 20% from $13.06 to $8.75 a piece in the first day of trading. Since then, the stock has fallen another 16%.</p>\n<p>Still, JPMorgan likes the stock and said the company has a “superior regional superapp” and multiple opportunities for “multi-year growth.” The investment bank said that Grab’s regional leadership in Southeast Asia is driven by a highly scalable and localized platform that is underpinned by its proprietary technology.</p>\n<p>“The platform enables Grab to offer its services at a structurally lower cost base vs peers, with higher retention rates,” JPMorgan analysts wrote in their initiation coverage note earlier this month. “Grab’s platform gives it further advantages over its peers with limited geographical presence and/or fewer services, as Grab can allocate cash flows across countries and services to deliver on growth.”</p>\n<p>Here are JPMorgan, Citi and Evercore’s ratings and price targets for Grab, and why they like the stock:</p>\n<p><b>JPMorgan</b></p>\n<p>JPMorgan initiated coverage on Grab with an overweight rating and a price target of $12.50 over the next 12 months — that represents over 70% upside from the Dec. 23 closing price of $7.35.</p>\n<p>Based on the investment bank’s rating system, an overweight rating implies JPMorgan expects Grab’s stock to outperform over the next six to 12 months.</p>\n<p>The analysts said Grab’s superior regional app, comprising multiple services including ride-hailing and food delivery, is “best geared to rising online consumption” in Southeast Asia. They said they identified gross merchandize value and revenue growth as key catalysts for the company and they see “multiple opportunities for multi-year growth.”</p>\n<p>GMV is a metric often used in e-commerce to measure the total dollar value of goods sold over a certain period of time.</p>\n<p>The investment bank said Grab is a leader in ride-hailing across the region and that could lead to a highly profitable mobility business, where lifting Covid restrictions and broader economic reopening could drive growth.</p>\n<p>While the company’s delivery business is at an earlier stage of development, JPMorgan said there’s growth potential due to the relatively fragmented, but large total addressable market for food delivery and groceries. But the bank said that Grab is likely to see losses in the near-to-mid term due to investments and competition for market share.</p>\n<p>The analysts warned, however, that Grab’s stock price could be volatile over the next six months as the free float expands due to staggered expiration of lock-ups that will release additional shares. Potential inclusion in MSCI indexes could also contribute to the volatility, JPMorgan said.</p>\n<p><b>Citi</b></p>\n<p>Citi initiated coverage of Grab with a buy rating and a price target of $12 a share, but also flagged the stock as high risk.</p>\n<p>Compared with regional peers, Citi analysts said Grab benefits from its ability to capture larger volumes of consumer data given higher frequency of delivery and mobility demand compared to services like e-commerce. That gives the company an easier way to cross-sell its financial services products, they added.</p>\n<p>The analysts pointed out that Grab has a “broader geographic footprint with more equal strength in the ... Southeast Asia countries in which it operates,” compared with Indonesian rival GoTo Group.</p>\n<p>Citi said, however, spending per transaction and per user is lower for Grab than other regional players like Sea, which operates e-commerce platform Shopee. That implies Grab would face more headwinds if Covid cases in the region surge again, forcing countries to impose lockdowns and other mobility restrictions.</p>\n<p>“Grab also lacks a high-margin gaming business and global exposure given its Southeast Asia focus,” Citi analysts said.</p>\n<p><b>Evercore</b></p>\n<p>Evercore initiated coverage with an outperform rating and a price target of $10.</p>\n<p>The firm said Grab will likely face more local competition in each market for its delivery business compared to ridesharing, where the only other international incumbent is GoTo Group’s Gojek — particularly, in Indonesia.</p>\n<p>“Within its Delivery segment, Grab faces a bit more competition across its core geographies,” Evercore analysts said in a recent note. They flagged the likes of Foodpanda, Gojek and Deliveroo in Singapore, LineMan in Thailand as well as Now and Baemin in Vietnam as competitors.</p>\n<p>“Lastly, Grab competes with last-mile logistics providers such as Gojek and Lalamove, and more local last-mile players such as AhaMove (Vietnam),” the analysts said.</p>\n<p>In the financial services business, Grab faces competition from traditional players including credit card companies, banks as well as cash, which is still the predominant mode of payment in Southeast Asia.</p>\n<p>Still, the Evercore analysts said that most of Grab’s core business segments including delivery, mobility and financial services remain underpenetrated, which grants the Singapore-headquartered company “a probable long runway for growth.”</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GRAB":"Grab Holdings"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122290660","content_text":"Grab stock climbed more than 3% in premarket trading as Wall Street saw massive upside for Asian tech giant Grab, after disappointing debut.\n\nGrab debuted on the Nasdaq following a deal with blank-check company Altimeter Growth Corp., which valued the company at nearly $40 billion. It became the largest-ever company to close a SPAC merger and go public.\nBut shares fell more than 20% from $13.06 to $8.75 a piece in the first day of trading. Since then, the stock has fallen another 16%.\nStill, JPMorgan likes the stock and said the company has a “superior regional superapp” and multiple opportunities for “multi-year growth.” The investment bank said that Grab’s regional leadership in Southeast Asia is driven by a highly scalable and localized platform that is underpinned by its proprietary technology.\n“The platform enables Grab to offer its services at a structurally lower cost base vs peers, with higher retention rates,” JPMorgan analysts wrote in their initiation coverage note earlier this month. “Grab’s platform gives it further advantages over its peers with limited geographical presence and/or fewer services, as Grab can allocate cash flows across countries and services to deliver on growth.”\nHere are JPMorgan, Citi and Evercore’s ratings and price targets for Grab, and why they like the stock:\nJPMorgan\nJPMorgan initiated coverage on Grab with an overweight rating and a price target of $12.50 over the next 12 months — that represents over 70% upside from the Dec. 23 closing price of $7.35.\nBased on the investment bank’s rating system, an overweight rating implies JPMorgan expects Grab’s stock to outperform over the next six to 12 months.\nThe analysts said Grab’s superior regional app, comprising multiple services including ride-hailing and food delivery, is “best geared to rising online consumption” in Southeast Asia. They said they identified gross merchandize value and revenue growth as key catalysts for the company and they see “multiple opportunities for multi-year growth.”\nGMV is a metric often used in e-commerce to measure the total dollar value of goods sold over a certain period of time.\nThe investment bank said Grab is a leader in ride-hailing across the region and that could lead to a highly profitable mobility business, where lifting Covid restrictions and broader economic reopening could drive growth.\nWhile the company’s delivery business is at an earlier stage of development, JPMorgan said there’s growth potential due to the relatively fragmented, but large total addressable market for food delivery and groceries. But the bank said that Grab is likely to see losses in the near-to-mid term due to investments and competition for market share.\nThe analysts warned, however, that Grab’s stock price could be volatile over the next six months as the free float expands due to staggered expiration of lock-ups that will release additional shares. Potential inclusion in MSCI indexes could also contribute to the volatility, JPMorgan said.\nCiti\nCiti initiated coverage of Grab with a buy rating and a price target of $12 a share, but also flagged the stock as high risk.\nCompared with regional peers, Citi analysts said Grab benefits from its ability to capture larger volumes of consumer data given higher frequency of delivery and mobility demand compared to services like e-commerce. That gives the company an easier way to cross-sell its financial services products, they added.\nThe analysts pointed out that Grab has a “broader geographic footprint with more equal strength in the ... Southeast Asia countries in which it operates,” compared with Indonesian rival GoTo Group.\nCiti said, however, spending per transaction and per user is lower for Grab than other regional players like Sea, which operates e-commerce platform Shopee. That implies Grab would face more headwinds if Covid cases in the region surge again, forcing countries to impose lockdowns and other mobility restrictions.\n“Grab also lacks a high-margin gaming business and global exposure given its Southeast Asia focus,” Citi analysts said.\nEvercore\nEvercore initiated coverage with an outperform rating and a price target of $10.\nThe firm said Grab will likely face more local competition in each market for its delivery business compared to ridesharing, where the only other international incumbent is GoTo Group’s Gojek — particularly, in Indonesia.\n“Within its Delivery segment, Grab faces a bit more competition across its core geographies,” Evercore analysts said in a recent note. They flagged the likes of Foodpanda, Gojek and Deliveroo in Singapore, LineMan in Thailand as well as Now and Baemin in Vietnam as competitors.\n“Lastly, Grab competes with last-mile logistics providers such as Gojek and Lalamove, and more local last-mile players such as AhaMove (Vietnam),” the analysts said.\nIn the financial services business, Grab faces competition from traditional players including credit card companies, banks as well as cash, which is still the predominant mode of payment in Southeast Asia.\nStill, the Evercore analysts said that most of Grab’s core business segments including delivery, mobility and financial services remain underpenetrated, which grants the Singapore-headquartered company “a probable long runway for growth.”","news_type":1,"symbols_score_info":{"GRAB":0.9}},"isVote":1,"tweetType":1,"viewCount":1919,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693183523,"gmtCreate":1639985355933,"gmtModify":1639985356384,"author":{"id":"3584860762907200","authorId":"3584860762907200","name":"littlekitten","avatar":"https://static.tigerbbs.com/ccd59ff6c96999c839e3b5709cfb00ef","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584860762907200","authorIdStr":"3584860762907200"},"themes":[],"htmlText":".","listText":".","text":".","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693183523","repostId":"1175656936","repostType":4,"isVote":1,"tweetType":1,"viewCount":1635,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}