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- trioacetrioace
  ·2021-09-01
  $Tiger Brokers(TIGR)$pls go up. [保佑] [保佑] [保佑]
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- trioacetrioace
  ·2021-08-18
  $Alibaba(BABA)$when will u rebounce?
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- trioacetrioace
  ·2021-08-09
  [愤怒] [愤怒] [愤怒]
  非常抱歉，此主贴已删除
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- trioacetrioace
  ·2021-08-04
  [鼓掌] [鼓掌] [鼓掌] //@Cwk31: [Smile] [Smile] [Smile]
  非常抱歉，此主贴已删除
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- trioacetrioace
  ·2021-08-04
  [抱拳] [抱拳] [抱拳]
  非常抱歉，此主贴已删除
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- trioacetrioace
  ·2021-08-02
  [强] [强] [强]
  AMD: Still Growing, Still Undervalued
  AMD's margin gains are driven by growing strength in end markets.AMD raised its revenue guidance by $1.0B for FY 2021 and gross margins are edging closer to 50%.AMD's dollar sales growth is cheaper than Nvidia's and AMD might even grow faster.The most interesting revelation of AMD’s Q2’21 earnings, however, was the trend in gross margins. AMD's gross margin jumped 4 PP to 48%, 1 PP above guidance because of a better mix of higher-priced Ryzen processors and Radeon graphic cards. The uptick in g
  AMD: Still Growing, Still Undervalued
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- trioacetrioace
  ·2021-08-02
  [开心] [开心] [开心]
  Semiconductor stocks rally after ON Semi's strong earnings
  (August 2) The Philadelphia Semiconductor Index is up 1.6%, outperforming the 0.3% gain for the broa
  Semiconductor stocks rally after ON Semi's strong earnings
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- trioacetrioace
  ·2021-07-11
  [得意] [得意] [得意]
  非常抱歉，此主贴已删除
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- trioacetrioace
  ·2021-06-30
  $Exela Technologies, Inc.(XELA)$early start. [财迷]
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- trioacetrioace
  ·2021-06-28
  How far can it go?
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[保佑] [保佑] [保佑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":6,"repostSize":1,"link":"https://laohu8.com/post/816945505","isVote":1,"tweetType":1,"viewCount":2893,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":833861500,"gmtCreate":1629216595700,"gmtModify":1631889851198,"author":{"id":"3586423910879559","authorId":"3586423910879559","name":"trioace","avatar":"https://static.tigerbbs.com/07d4b93c504b8c0867e1fd1d9be8a80e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586423910879559","idStr":"3586423910879559"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>when will u rebounce?","listText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>when will u rebounce?","text":"$Alibaba(BABA)$when will u rebounce?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/833861500","isVote":1,"tweetType":1,"viewCount":1302,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":898866196,"gmtCreate":1628485087815,"gmtModify":1631889851216,"author":{"id":"3586423910879559","authorId":"3586423910879559","name":"trioace","avatar":"https://static.tigerbbs.com/07d4b93c504b8c0867e1fd1d9be8a80e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586423910879559","idStr":"3586423910879559"},"themes":[],"htmlText":"[愤怒]&nbsp;[愤怒]&nbsp;[愤怒]&nbsp;","listText":"[愤怒]&nbsp;[愤怒]&nbsp;[愤怒]&nbsp;","text":"[愤怒] [愤怒] [愤怒]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/898866196","repostId":"1136322726","repostType":4,"isVote":1,"tweetType":1,"viewCount":2167,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":890869234,"gmtCreate":1628092258528,"gmtModify":1631889851229,"author":{"id":"3586423910879559","authorId":"3586423910879559","name":"trioace","avatar":"https://static.tigerbbs.com/07d4b93c504b8c0867e1fd1d9be8a80e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586423910879559","idStr":"3586423910879559"},"themes":[],"htmlText":"[鼓掌]&nbsp;[鼓掌]&nbsp;[鼓掌]&nbsp;//<a href=\"https://laohu8.com/U/3581838261240416\">@Cwk31</a>: [Smile] &nbsp; 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AMD's gross margin jumped 4 PP to 48%, 1 PP above guidance because of a better mix of higher-priced Ryzen processors  and Radeon graphic cards. The uptick in g","content":"<p><b>Summary</b></p>\n<ul>\n <li>AMD's margin gains are driven by growing strength in end markets.</li>\n <li>AMD raised its revenue guidance by $1.0B for FY 2021 and gross margins are edging closer to 50%.</li>\n <li>The semiconductor firm could be a $6.0B free cash flow business next year, even if growth slows down.</li>\n <li>AMD's dollar sales growth is cheaper than Nvidia's and AMD might even grow faster.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e6e179318de667e33987f1b4a2afb27\" tg-width=\"768\" tg-height=\"512\" width=\"100%\" height=\"auto\"><span>Jay_Zynism/iStock via Getty Images</span></p>\n<p>AMD (AMD) made a splash yesterday after the semiconductor company reported growth and margins that were even better than what was expected. AMD’s revenue acceleration and strong gross margin expansion make a strong case for upside in the stock.</p>\n<p><b>Why AMD is worth $120</b></p>\n<p>Before I dive into AMD’s latestresults, let’s quickly recap what the firm’s guidance was for the last quarter. For Q2’21, AMD expected a minimum of $3.5B in revenues with “high case” guidance implying 7% revenue growth Q/Q and a gross margin of 47%.</p>\n<p>I expected AMD’s revenues to hit the high end of guidance ($3.7B), to have a minimum free cash flow of $895M (8% Q/Q growth) and a free cash flow margin of 24%. Given the acceleration of sales in higher-priced Ryzen desktop and notebook processors and GPUs as well as higher average selling prices/ASPs driven by broad-based strength in end markets, I expected AMD to beat its own margin guidance and report a gross margin of 48% for Q2’21. I also predicted a refreshment of AMD’s gross margin guidance due to strength in CPU and GPU ASPs. I laid out my forecast for AMD’s Q2’21 earnings in detail inAMD: On The Road To $5 Billion In Annual Free Cash Flow.</p>\n<p>Turning to AMD’s actual results, the semiconductor firm proved once more that it is firing on all cylinders. AMD’s Q2’21 revenues were $3,850M, $150M above the high-end of guidance and up 12% Q/Q, with revenue momentum continuing in both Graphics/Computing and Enterprise markets. Graphics/Computing revenues increased 7% Q/Q to $2,250M because of higher client and graphic processor sales as well as strengthening ASPs. Enterprise, which has become the driver of AMD’s sales growth in recent quarters, saw Q2'21 revenues of $1.6B, up 19% Q/Q. Enterprise revenues continued to accelerate in Q2'21, after AMD recorded 5% Q/Q revenue growth in Q1'21.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3ec3e9d1f0b7d59915f9db8790725803\" tg-width=\"1039\" tg-height=\"587\" width=\"100%\" height=\"auto\"><span>(Source:AMD)</span></p>\n<p>The most interesting revelation of AMD’s Q2’21 earnings, however, was the trend in gross margins. AMD's gross margin jumped 4 PP to 48%, 1 PP above guidance because of a better mix of higher-priced Ryzen processors (both mobile and desktop) and Radeon graphic cards. The uptick in gross margins in Q2’21 marked the third straight quarter of margin expansion for AMD and I don’t believe AMD has seen the end of this trend yet.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dca6426ffa1332827a6774554d499c36\" tg-width=\"1048\" tg-height=\"566\" width=\"100%\" height=\"auto\"><span>(Source:AMD)</span></p>\n<p>Turning to cash flow.</p>\n<p>AMD reported cash flow from operating activities of $952M and free cash flow of $888M, $7M short of my expectation, but still almost six times more than a year ago. As AMD continues to see strong revenue growth tailwinds in both Computing/Graphics and Enterprise end markets, I believe AMD could grow its free cash flow margin to 30% by the end of next year. AMD raised its revenue guidance for FY 2021 (discussed later) by $1.0B which means I am also refreshing my free cash flow expectations for this year and next year.</p>\n<p>AMD expects to have revenues of $15.6B this year. Assuming a stable free cash flow margin of 23-24%, AMD is looking at free cash flow of $3.6B to $3.7B. Revenue estimates for next year are not refreshed yet, but AMD should have revenues of at least $20B in FY 2022 (assuming 25% Y/Y growth), implying free cash flow of $4.6B to $4.8B next year… and these estimates do not account for the possibility that AMD’s 3rd-gen EPYC Milan-powered server processors and higher-priced GPUs improve AMD’s free cash flow margin. A 30% free cash flow margin next year implies a free cash flow of $6.0B.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6ea23b7429f2edd8ce6dda945a88daa7\" tg-width=\"819\" tg-height=\"593\" width=\"100%\" height=\"auto\"><span>(Source: Author)</span></p>\n<table>\n <tbody>\n  <tr></tr>\n </tbody>\n</table>\n<p>AMD is guiding for $4.1B in revenues +/- $100 million and the firm refreshed its FY 2021 revenue and gross margin guidance (as predicted). AMD now expects 60% revenue growth for FY 2021 (before 50%) and a gross margin of 48% (before 47%). Assuming 60% revenue growth, AMD is now looking at full year revenues of $15.6B (before $14.6B), so AMD's new guidance calls for $1.0B in additional revenues that were so far not priced into AMD’s market value.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7e5c3c579e4a6472ae2c495a325b9a2b\" tg-width=\"1038\" tg-height=\"572\" width=\"100%\" height=\"auto\"><span>(Source:AMD)</span></p>\n<p>AMD’s higher gross margins and sales guidance create a potent force for the firm’s stock to revalue higher. Because of the recent dip in AMD’s shares and the addition of $1.0B in revenues, AMD’s dollar sales growth has become even cheaper after earnings. AMD’s dollar sales growth is valued lower than Nvidia’s and AMD is growing potentially at a faster rate: AMD's revenue guidance calls for 60% Y/Y growth and estimates for Nvidia imply \"only\" 49% Y/Y revenue growth for FY 2021. AMD has a market-capitalization-to-earnings ratio of 42.5 which is low for a firm that grows revenues 60% and that has a gross margin closing in on 50%.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/653c9dd9d37a4abd742703bd87dd3534\" tg-width=\"908\" tg-height=\"312\" width=\"100%\" height=\"auto\"><span>(Source: Author)</span></p>\n<table>\n <tbody>\n  <tr></tr>\n </tbody>\n</table>\n<p>Nvidia’s P-E ratio based on an FY 2022 EPS of $17.29 is 44.5. If AMD earnings growth (FY 2022 EPS of $2.71) was valued the same as Nvidia’s, AMD’s fair price would be $120 ($2.71 x 44.5 earnings multiplier factor), indicating 17% upside.</p>\n<p><b>Challenges to my price target</b></p>\n<p>The biggest opportunities and the biggest risks for AMD are tied to gross margins. AMD is having a year of strong revenue acceleration and margin growth, which is the chief reason why I believe AMD can revalue higher. But gross margins can't grow 3-4 PP every quarter. If AMD's gross margin expansion slows, or worse, gross margins drop back to 40%, decreasing stock returns for AMD are likely. A reversal in the gross margin trend would change my opinion on AMD and put my $120 stock price target in jeopardy.</p>\n<p>Softening ASPs for CPUs and graphic chips are likely going to be the canary in the coal mine and could indicate weakening end markets for AMD ahead of time. Softer end markets imply AMD's revenue growth will slow which could result in a lower earnings multiplier factor by which AMD's profits are valued. I don't believe AMD is overvalued based on earnings, but the market may disagree with my assessment at any time.</p>\n<p><b>Final thoughts</b></p>\n<p>AMD reported impressive revenue growth and gross margins for Q2. AMD's raised guidance and Q/Q revenue acceleration indicate that end markets for CPUs and GPUs are a lot stronger than expected. This could lead to another year of revenue acceleration and a continual expansion of AMD’s gross margin to 50%, supported by rising ASPs. AMD's risk profile is still heavily skewed to the upside.</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>AMD: Still Growing, Still Undervalued</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\">\nAMD: Still Growing, Still Undervalued\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-30 17:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4442955-amd-still-growing-still-undervalued><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nAMD's margin gains are driven by growing strength in end markets.\nAMD raised its revenue guidance by $1.0B for FY 2021 and gross margins are edging closer to 50%.\nThe semiconductor firm could...</p>\n\n<a href=\"https://seekingalpha.com/article/4442955-amd-still-growing-still-undervalued\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://seekingalpha.com/article/4442955-amd-still-growing-still-undervalued","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135561812","content_text":"Summary\n\nAMD's margin gains are driven by growing strength in end markets.\nAMD raised its revenue guidance by $1.0B for FY 2021 and gross margins are edging closer to 50%.\nThe semiconductor firm could be a $6.0B free cash flow business next year, even if growth slows down.\nAMD's dollar sales growth is cheaper than Nvidia's and AMD might even grow faster.\n\nJay_Zynism/iStock via Getty Images\nAMD (AMD) made a splash yesterday after the semiconductor company reported growth and margins that were even better than what was expected. AMD’s revenue acceleration and strong gross margin expansion make a strong case for upside in the stock.\nWhy AMD is worth $120\nBefore I dive into AMD’s latestresults, let’s quickly recap what the firm’s guidance was for the last quarter. For Q2’21, AMD expected a minimum of $3.5B in revenues with “high case” guidance implying 7% revenue growth Q/Q and a gross margin of 47%.\nI expected AMD’s revenues to hit the high end of guidance ($3.7B), to have a minimum free cash flow of $895M (8% Q/Q growth) and a free cash flow margin of 24%. Given the acceleration of sales in higher-priced Ryzen desktop and notebook processors and GPUs as well as higher average selling prices/ASPs driven by broad-based strength in end markets, I expected AMD to beat its own margin guidance and report a gross margin of 48% for Q2’21. I also predicted a refreshment of AMD’s gross margin guidance due to strength in CPU and GPU ASPs. I laid out my forecast for AMD’s Q2’21 earnings in detail inAMD: On The Road To $5 Billion In Annual Free Cash Flow.\nTurning to AMD’s actual results, the semiconductor firm proved once more that it is firing on all cylinders. AMD’s Q2’21 revenues were $3,850M, $150M above the high-end of guidance and up 12% Q/Q, with revenue momentum continuing in both Graphics/Computing and Enterprise markets. Graphics/Computing revenues increased 7% Q/Q to $2,250M because of higher client and graphic processor sales as well as strengthening ASPs. Enterprise, which has become the driver of AMD’s sales growth in recent quarters, saw Q2'21 revenues of $1.6B, up 19% Q/Q. Enterprise revenues continued to accelerate in Q2'21, after AMD recorded 5% Q/Q revenue growth in Q1'21.\n(Source:AMD)\nThe most interesting revelation of AMD’s Q2’21 earnings, however, was the trend in gross margins. AMD's gross margin jumped 4 PP to 48%, 1 PP above guidance because of a better mix of higher-priced Ryzen processors (both mobile and desktop) and Radeon graphic cards. The uptick in gross margins in Q2’21 marked the third straight quarter of margin expansion for AMD and I don’t believe AMD has seen the end of this trend yet.\n(Source:AMD)\nTurning to cash flow.\nAMD reported cash flow from operating activities of $952M and free cash flow of $888M, $7M short of my expectation, but still almost six times more than a year ago. As AMD continues to see strong revenue growth tailwinds in both Computing/Graphics and Enterprise end markets, I believe AMD could grow its free cash flow margin to 30% by the end of next year. AMD raised its revenue guidance for FY 2021 (discussed later) by $1.0B which means I am also refreshing my free cash flow expectations for this year and next year.\nAMD expects to have revenues of $15.6B this year. Assuming a stable free cash flow margin of 23-24%, AMD is looking at free cash flow of $3.6B to $3.7B. Revenue estimates for next year are not refreshed yet, but AMD should have revenues of at least $20B in FY 2022 (assuming 25% Y/Y growth), implying free cash flow of $4.6B to $4.8B next year… and these estimates do not account for the possibility that AMD’s 3rd-gen EPYC Milan-powered server processors and higher-priced GPUs improve AMD’s free cash flow margin. A 30% free cash flow margin next year implies a free cash flow of $6.0B.\n(Source: Author)\n\n\n\n\n\nAMD is guiding for $4.1B in revenues +/- $100 million and the firm refreshed its FY 2021 revenue and gross margin guidance (as predicted). AMD now expects 60% revenue growth for FY 2021 (before 50%) and a gross margin of 48% (before 47%). Assuming 60% revenue growth, AMD is now looking at full year revenues of $15.6B (before $14.6B), so AMD's new guidance calls for $1.0B in additional revenues that were so far not priced into AMD’s market value.\n(Source:AMD)\nAMD’s higher gross margins and sales guidance create a potent force for the firm’s stock to revalue higher. Because of the recent dip in AMD’s shares and the addition of $1.0B in revenues, AMD’s dollar sales growth has become even cheaper after earnings. AMD’s dollar sales growth is valued lower than Nvidia’s and AMD is growing potentially at a faster rate: AMD's revenue guidance calls for 60% Y/Y growth and estimates for Nvidia imply \"only\" 49% Y/Y revenue growth for FY 2021. AMD has a market-capitalization-to-earnings ratio of 42.5 which is low for a firm that grows revenues 60% and that has a gross margin closing in on 50%.\n(Source: Author)\n\n\n\n\n\nNvidia’s P-E ratio based on an FY 2022 EPS of $17.29 is 44.5. If AMD earnings growth (FY 2022 EPS of $2.71) was valued the same as Nvidia’s, AMD’s fair price would be $120 ($2.71 x 44.5 earnings multiplier factor), indicating 17% upside.\nChallenges to my price target\nThe biggest opportunities and the biggest risks for AMD are tied to gross margins. AMD is having a year of strong revenue acceleration and margin growth, which is the chief reason why I believe AMD can revalue higher. But gross margins can't grow 3-4 PP every quarter. If AMD's gross margin expansion slows, or worse, gross margins drop back to 40%, decreasing stock returns for AMD are likely. A reversal in the gross margin trend would change my opinion on AMD and put my $120 stock price target in jeopardy.\nSoftening ASPs for CPUs and graphic chips are likely going to be the canary in the coal mine and could indicate weakening end markets for AMD ahead of time. Softer end markets imply AMD's revenue growth will slow which could result in a lower earnings multiplier factor by which AMD's profits are valued. I don't believe AMD is overvalued based on earnings, but the market may disagree with my assessment at any time.\nFinal thoughts\nAMD reported impressive revenue growth and gross margins for Q2. AMD's raised guidance and Q/Q revenue acceleration indicate that end markets for CPUs and GPUs are a lot stronger than expected. This could lead to another year of revenue acceleration and a continual expansion of AMD’s gross margin to 50%, supported by rising ASPs. AMD's risk profile is still heavily skewed to the upside.","news_type":1,"symbols_score_info":{"AMD":0.9}},"isVote":1,"tweetType":1,"viewCount":2803,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":804955471,"gmtCreate":1627917722493,"gmtModify":1631889851280,"author":{"id":"3586423910879559","authorId":"3586423910879559","name":"trioace","avatar":"https://static.tigerbbs.com/07d4b93c504b8c0867e1fd1d9be8a80e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586423910879559","idStr":"3586423910879559"},"themes":[],"htmlText":"[开心]&nbsp;[开心]&nbsp;[开心]&nbsp;","listText":"[开心]&nbsp;[开心]&nbsp;[开心]&nbsp;","text":"[开心] [开心] [开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/804955471","repostId":"1183793139","repostType":4,"repost":{"id":"1183793139","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":1627914562,"share":"https://www.laohu8.com/m/news/1183793139?lang=&edition=full","pubTime":"2021-08-02 22:29","market":"us","language":"en","title":"Semiconductor stocks rally after ON Semi's strong earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=1183793139","media":"Tiger Newspress","summary":"(August 2) The Philadelphia Semiconductor Index is up 1.6%, outperforming the 0.3% gain for the broa","content":"<p>(August 2)&nbsp;The Philadelphia Semiconductor Index is up 1.6%, outperforming the 0.3% gain for the broader tech sector (NYSEARCA:XLK) after chipmaker ON Semiconductor (NASDAQ:ON) reported strong earnings and an upside forecast despite the continuing supply chain constraints.</p>\n<p>ON Semiconductor stock surges over&nbsp;14%&nbsp;after record earnings that beat expectations, upbeat outlook.</p>\n<p>Shares of <a href=\"https://laohu8.com/S/ON\">ON Semiconductor Corp.</a> (ON) shot up over&nbsp;14% in morning trading Monday, after the chipmaker reported record adjusted profit and revenue that beat expectations and provided an upbeat outlook, citing accelerating demand in the automotive and industrial end markets.</p>\n<ul>\n <li>Net income was $184.1 million, or 42 cents a share, after a loss of $1.4 billion, or roughly breakeven on a per-share basis, in the year-ago period.</li>\n <li>Excluding nonrecurring items, adjusted earnings per share increased to a record 63 cents from 12 cents, beating the FactSet consensus of 49 cents.</li>\n <li>Revenue grew 37.6% to $1.67 billion, above the FactSet consensus of $1.62 billion.</li>\n <li>For the third quarter, the company expects adjusted EPS of 68 cents to 80 cents and revenue of $1.66 billion to $1.76 billion, above the FactSet consensus for EPS of 51 cents and revenue of $1.61 billion.</li>\n <li>Gross margin is expected to improve to 38.8% to 40.9% in the third quarter from 38.3% in the second quarter.</li>\n</ul>\n<p>The stock has rallied 19.3% year to date through Friday, while the PHLX Semiconductor Index has run up 20.1% and the S&amp;P 500 has advanced 17.0%.</p>\n<p>MKM Partners notes that ON called out \"accelerating demand for the auto and industrial end markets\" even as the global chip shortage continues.</p>\n<p>Top semiconductor gainers include ON's auto chip peers Microchip (MCHP +3.3%) and NXP Semiconductors (NXPI +2.6%) with the latter reporting earnings today after the bell. Semiconductor equipment players Applied Materials (AMAT +3.2%) and Lam Research (LRCX +2.0%) are also among the top tech gainers.</p>\n<p>Silicon Labs (SLAB +4.2%) continues to rally after announcing plans for a $1B modified Dutch auction.</p>\n<p><img src=\"https://static.tigerbbs.com/29705170f6277ecc6c92943d45c08bb7\" tg-width=\"315\" tg-height=\"412\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Semiconductor stocks rally after ON Semi's strong earnings</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\">\nSemiconductor stocks rally after ON Semi's strong earnings\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\">2021-08-02 22:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(August 2)&nbsp;The Philadelphia Semiconductor Index is up 1.6%, outperforming the 0.3% gain for the broader tech sector (NYSEARCA:XLK) after chipmaker ON Semiconductor (NASDAQ:ON) reported strong earnings and an upside forecast despite the continuing supply chain constraints.</p>\n<p>ON Semiconductor stock surges over&nbsp;14%&nbsp;after record earnings that beat expectations, upbeat outlook.</p>\n<p>Shares of <a href=\"https://laohu8.com/S/ON\">ON Semiconductor Corp.</a> (ON) shot up over&nbsp;14% in morning trading Monday, after the chipmaker reported record adjusted profit and revenue that beat expectations and provided an upbeat outlook, citing accelerating demand in the automotive and industrial end markets.</p>\n<ul>\n <li>Net income was $184.1 million, or 42 cents a share, after a loss of $1.4 billion, or roughly breakeven on a per-share basis, in the year-ago period.</li>\n <li>Excluding nonrecurring items, adjusted earnings per share increased to a record 63 cents from 12 cents, beating the FactSet consensus of 49 cents.</li>\n <li>Revenue grew 37.6% to $1.67 billion, above the FactSet consensus of $1.62 billion.</li>\n <li>For the third quarter, the company expects adjusted EPS of 68 cents to 80 cents and revenue of $1.66 billion to $1.76 billion, above the FactSet consensus for EPS of 51 cents and revenue of $1.61 billion.</li>\n <li>Gross margin is expected to improve to 38.8% to 40.9% in the third quarter from 38.3% in the second quarter.</li>\n</ul>\n<p>The stock has rallied 19.3% year to date through Friday, while the PHLX Semiconductor Index has run up 20.1% and the S&amp;P 500 has advanced 17.0%.</p>\n<p>MKM Partners notes that ON called out \"accelerating demand for the auto and industrial end markets\" even as the global chip shortage continues.</p>\n<p>Top semiconductor gainers include ON's auto chip peers Microchip (MCHP +3.3%) and NXP Semiconductors (NXPI +2.6%) with the latter reporting earnings today after the bell. Semiconductor equipment players Applied Materials (AMAT +3.2%) and Lam Research (LRCX +2.0%) are also among the top tech gainers.</p>\n<p>Silicon Labs (SLAB +4.2%) continues to rally after announcing plans for a $1B modified Dutch auction.</p>\n<p><img src=\"https://static.tigerbbs.com/29705170f6277ecc6c92943d45c08bb7\" tg-width=\"315\" tg-height=\"412\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183793139","content_text":"(August 2) The Philadelphia Semiconductor Index is up 1.6%, outperforming the 0.3% gain for the broader tech sector (NYSEARCA:XLK) after chipmaker ON Semiconductor (NASDAQ:ON) reported strong earnings and an upside forecast despite the continuing supply chain constraints.\nON Semiconductor stock surges over 14% after record earnings that beat expectations, upbeat outlook.\nShares of ON Semiconductor Corp. (ON) shot up over 14% in morning trading Monday, after the chipmaker reported record adjusted profit and revenue that beat expectations and provided an upbeat outlook, citing accelerating demand in the automotive and industrial end markets.\n\nNet income was $184.1 million, or 42 cents a share, after a loss of $1.4 billion, or roughly breakeven on a per-share basis, in the year-ago period.\nExcluding nonrecurring items, adjusted earnings per share increased to a record 63 cents from 12 cents, beating the FactSet consensus of 49 cents.\nRevenue grew 37.6% to $1.67 billion, above the FactSet consensus of $1.62 billion.\nFor the third quarter, the company expects adjusted EPS of 68 cents to 80 cents and revenue of $1.66 billion to $1.76 billion, above the FactSet consensus for EPS of 51 cents and revenue of $1.61 billion.\nGross margin is expected to improve to 38.8% to 40.9% in the third quarter from 38.3% in the second quarter.\n\nThe stock has rallied 19.3% year to date through Friday, while the PHLX Semiconductor Index has run up 20.1% and the S&P 500 has advanced 17.0%.\nMKM Partners notes that ON called out \"accelerating demand for the auto and industrial end markets\" even as the global chip shortage continues.\nTop semiconductor gainers include ON's auto chip peers Microchip (MCHP +3.3%) and NXP Semiconductors (NXPI +2.6%) with the latter reporting earnings today after the bell. Semiconductor equipment players Applied Materials (AMAT +3.2%) and Lam Research (LRCX +2.0%) are also among the top tech gainers.\nSilicon Labs (SLAB +4.2%) continues to rally after announcing plans for a $1B modified Dutch auction.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1586,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":148676737,"gmtCreate":1625974936529,"gmtModify":1631889851293,"author":{"id":"3586423910879559","authorId":"3586423910879559","name":"trioace","avatar":"https://static.tigerbbs.com/07d4b93c504b8c0867e1fd1d9be8a80e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586423910879559","idStr":"3586423910879559"},"themes":[],"htmlText":"[得意]&nbsp;[得意]&nbsp;[得意]&nbsp;","listText":"[得意]&nbsp;[得意]&nbsp;[得意]&nbsp;","text":"[得意] [得意] [得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/148676737","repostId":"2150326565","repostType":4,"isVote":1,"tweetType":1,"viewCount":2441,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":153798430,"gmtCreate":1625048287220,"gmtModify":1631889851304,"author":{"id":"3586423910879559","authorId":"3586423910879559","name":"trioace","avatar":"https://static.tigerbbs.com/07d4b93c504b8c0867e1fd1d9be8a80e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586423910879559","idStr":"3586423910879559"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/XELA\">$Exela Technologies, Inc.(XELA)$</a>early start.&nbsp;[财迷]&nbsp;","listText":"<a href=\"https://laohu8.com/S/XELA\">$Exela Technologies, Inc.(XELA)$</a>early start.&nbsp;[财迷]&nbsp;","text":"$Exela Technologies, Inc.(XELA)$early start. 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