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pas
pas
·
2021-07-27
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Didi stock turned red to green
Didi's share rose more than 1%, after falling by more than 10%. The outlook for Didi Global is stil
Didi stock turned red to green
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2021-07-27
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Here’s what every major analyst expects from Tesla’s second-quarter earnings report
Tesla shares have underperformed this year, but Wall Street analysts will be paying close attention
Here’s what every major analyst expects from Tesla’s second-quarter earnings report
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That target is still nearly 50% above where shares closed Friday.</p>\n<p>The ride-hailing company is one of several Chinese firms that are facing regulatory issues there. Chinese officials have limited Didi’s customer acquisition ability, including blocking app downloads. The stock has dropped more than 50% since July 1.</p>\n<p>For Didi in particular, this lost time in gaining market share could be a big hit to its long-term outlook, Atlantic said.</p>\n<p>“A significant premium comes with having a monopoly in ridehailing and hence there would not be a linear relationship between market share lost and the impact on valuation,” the note said.</p>\n<p>Notably, the move from Atlantic is not an overall call on stocks that are under increased scrutiny in Beijing. The firm reiterated its overweight rating on Alibaba and Tencent.</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>Didi stock turned red to green</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\">\nDidi stock turned red to green\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\">2021-07-26 21:58</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Didi's share rose more than 1%, after falling by more than 10%.</p>\n<p><img src=\"https://static.tigerbbs.com/7fc75f706a2efc7e55660325d2098531\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>The outlook for Didi Global is still too murky amid the Chinese tech stock crackdown for investors to step in and buy the dip, according to Atlantic Equities.</p>\n<p>Analyst Xiao Ai downgraded the stock to neutral from overweight, saying that the stock was a risk until the regulatory issues are ironed out.</p>\n<p>“While we believe the most likely outcome will be manageable financial and operational penalties, the range of outcomes leaves us unable to recommend the stock until there is more certainty,” the note said.</p>\n<p>Atlantic, which is the only major Wall Street firm that covers Didi, said its year-end price target for the stock was $12 per share but warned that the stock should remain volatile. That target is still nearly 50% above where shares closed Friday.</p>\n<p>The ride-hailing company is one of several Chinese firms that are facing regulatory issues there. Chinese officials have limited Didi’s customer acquisition ability, including blocking app downloads. The stock has dropped more than 50% since July 1.</p>\n<p>For Didi in particular, this lost time in gaining market share could be a big hit to its long-term outlook, Atlantic said.</p>\n<p>“A significant premium comes with having a monopoly in ridehailing and hence there would not be a linear relationship between market share lost and the impact on valuation,” the note said.</p>\n<p>Notably, the move from Atlantic is not an overall call on stocks that are under increased scrutiny in Beijing. The firm reiterated its overweight rating on Alibaba and Tencent.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIDI":"滴滴(已退市)"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172003910","content_text":"Didi's share rose more than 1%, after falling by more than 10%.\n\nThe outlook for Didi Global is still too murky amid the Chinese tech stock crackdown for investors to step in and buy the dip, according to Atlantic Equities.\nAnalyst Xiao Ai downgraded the stock to neutral from overweight, saying that the stock was a risk until the regulatory issues are ironed out.\n“While we believe the most likely outcome will be manageable financial and operational penalties, the range of outcomes leaves us unable to recommend the stock until there is more certainty,” the note said.\nAtlantic, which is the only major Wall Street firm that covers Didi, said its year-end price target for the stock was $12 per share but warned that the stock should remain volatile. That target is still nearly 50% above where shares closed Friday.\nThe ride-hailing company is one of several Chinese firms that are facing regulatory issues there. Chinese officials have limited Didi’s customer acquisition ability, including blocking app downloads. The stock has dropped more than 50% since July 1.\nFor Didi in particular, this lost time in gaining market share could be a big hit to its long-term outlook, Atlantic said.\n“A significant premium comes with having a monopoly in ridehailing and hence there would not be a linear relationship between market share lost and the impact on valuation,” the note said.\nNotably, the move from Atlantic is not an overall call on stocks that are under increased scrutiny in Beijing. The firm reiterated its overweight rating on Alibaba and Tencent.","news_type":1,"symbols_score_info":{"DIDI":0.9}},"isVote":1,"tweetType":1,"viewCount":18,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800769505,"gmtCreate":1627321970707,"gmtModify":1633766146233,"author":{"id":"4090068261794170","authorId":"4090068261794170","name":"pas","avatar":"https://static.tigerbbs.com/192c69fb727bdba427f4b4426e91be2c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090068261794170","authorIdStr":"4090068261794170"},"themes":[],"htmlText":"💪🏻💪🏻","listText":"💪🏻💪🏻","text":"💪🏻💪🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/800769505","repostId":"1134886568","repostType":4,"repost":{"id":"1134886568","kind":"news","pubTimestamp":1627309058,"share":"https://ttm.financial/m/news/1134886568?lang=&edition=full","pubTime":"2021-07-26 22:17","market":"us","language":"en","title":"Here’s what every major analyst expects from Tesla’s second-quarter earnings report","url":"https://stock-news.laohu8.com/highlight/detail?id=1134886568","media":"CNBC","summary":"Tesla shares have underperformed this year, but Wall Street analysts will be paying close attention ","content":"<div>\n<p>Tesla shares have underperformed this year, but Wall Street analysts will be paying close attention to the electric vehicle maker’s second-quarter earnings call Monday for news that could send the ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/26/what-every-major-analyst-expects-from-teslas-second-quarter-earnings.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","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>Here’s what every major analyst expects from Tesla’s second-quarter earnings report</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\">\nHere’s what every major analyst expects from Tesla’s second-quarter earnings report\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-26 22:17 GMT+8 <a href=https://www.cnbc.com/2021/07/26/what-every-major-analyst-expects-from-teslas-second-quarter-earnings.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla shares have underperformed this year, but Wall Street analysts will be paying close attention to the electric vehicle maker’s second-quarter earnings call Monday for news that could send the ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/26/what-every-major-analyst-expects-from-teslas-second-quarter-earnings.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.cnbc.com/2021/07/26/what-every-major-analyst-expects-from-teslas-second-quarter-earnings.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1134886568","content_text":"Tesla shares have underperformed this year, but Wall Street analysts will be paying close attention to the electric vehicle maker’s second-quarter earnings call Monday for news that could send the stock higher.\nThe stock is down more than 7% in 2021 and about 27% off its 52-week high notched in January.\nAutomakers across the industry faced higher input costs due to supply shortages, and Tesla was no exception. The company raised prices to offset increased costs.\nDespite the supply chain headwinds, Tesla earlier in July announced 201,250 vehicle deliveries in the second quarter— the first time the electric vehicle maker crossed the 200,000 level in a three-month period.\nThe strong delivery figure provided Wall Street analysts with a foundation going into second-quarter earnings as they look for insights into the company’s key business areas.\n“This seems to be shaping up to be a relatively unexciting financial earnings report for TSLA. The fireworks seem to be more focused on the commentary and updates Tesla provides on the call,” RBC Capital Markets’ Joseph Spak said.\nHere’s what analysts expect from Tesla earnings:\nAnalysts anticipate insight into Tesla’s business in China, a key market for the company. Tesla in the past several months has faced challenges with its brand’s reputation in the country. Most recently in June, China’s vehicle safety authority announced a voluntary recall via software update of about 285,000 Tesla vehicles due to reported issues with driver-assistance systems.\n″[W]e expect Tesla’s upcoming earnings report will also provide investors a status update on the trend in sales in China (following several high profile product quality and customer relations issues in that country during the quarter),” JPMorgan’s Ryan Brinkman wrote.\nTesla’s bitcoin holdings also loom large over the company’s second-quarter earnings report. The cryptocurrency has been volatile, with the price of bitcoin briefly dropping below $30,000in June, butsurging above $39,000 on Monday.\n“The impact of bitcoin will depend on the definition of fair valueat any time. If measured at closing, we see no impairment, but at intraday lows, we see a ~$104m (~$0.09) impairment... Any impairment would be viewed as one-time,” Wells Fargo’s Colin M. Langan said in a note.\nAnalysts additionally are looking for updates regarding Tesla’s full self-driving capability and new manufacturing facilities in Berlin, Germany, and Austin, Texas.\nJPMorgan — Underweight rating\n\n “Beyond the now known trend in deliveries, we expect Tesla’s upcoming earnings report will also provide investors a status update on the trend in sales in China (following several high profile product quality and customer relations issues in that country during the quarter) as well as the Model S Plaid launch in the U.S. We will also be looking for indications as to how Tesla is navigating the current inflationary environment”\n\nWedbush — Outperform rating\n\n “After a Cinderella story ride last year for Tesla (and the bulls), this year shares have underperformed as the trifecta of: 1) increasing EV competition, 2) China PR/safety issues negatively impacting demand, and 3) the chip shortage overhang. With all of these headwinds, Tesla still impressively hit 200k+ deliveries in the June quarter and appear to be on a trajectory to possibly hit 900k for the year with a stronger 2H on the horizon in our opinion.”\n\nCredit Suisse — Neutral rating\n\n “Arguably the most critical item we can learn on the call is updated timing on launch of new capacity, esp. in Europe...[W]e believe the core focus for Tesla in 2021 is capacity expansion, which can help to unlock further volume growth. With expansion in Shanghai, and new facilities in Texas and Berlin, we estimate Tesla will exit 2021 with installed capacity of 1.44mn units vs. 1.05mn currently.”\n\nWells Fargo — Equal weight rating\n\n “The Q2 price increases should more than offset our estimated ~$230/vehicle raw mat headwind. Servicing should again benefit from higher used pricing. The impact of bitcoin will depend on the definition of fair value\n at any time. If measured at closing, we see no impairment, but at intraday lows, we see a ~$104m (~$0.09) impairment... Any impairment would be viewed as one-time.”\n\nBarclays — Underweight rating\n\n ″[R]ather than debate whether [full self-driving] robotaxis are real or not, we drill into those ‘traditional factors’ – and conclude that TSLA may post an earning beat as price increases outweigh likely cost pressures. While we acknowledge the profit improvement from pricing moves in 2Q21, and potential near-term upside to the shares, we believe some of these will dissipate over time and remain stubbornly Underweight on valuation.”\n\nUBS — Neutral rating\n\n “The main positive margin drivers during the quarter were: higher volumes q/q, higher contribution from made-in-China Model Y and price increases in the U.S. and Europe whereas the low contribution from the re-launched Model S & X (which started mid-June) has been a negative driver. … What’s even more relevant to the share price over the next few quarters will be Tesla’s comments during the Q2 call on the timing of the ramp-up in Berlin and Austin, Tesla’s proprietary 4680 battery and the launch of [full self-driving] (the latter two are running behind schedule).”\n\nRBC Capital Markets — Sector perform rating\n\n “This seems to be shaping up to be a relatively unexciting financial earnings report for TSLA. The fireworks seem to be more focused on the commentary and updates Tesla provides on the call. In particular, we are focused on China and [full self-driving]. China remains an increasing and under-appreciated risk in our view.”\n\nOppenheimer — Outperform rating\n\n “With TSLA delivering vehicle volumes largely in line with expectations, we believe there are several areas of significant interest for investors. First, we are looking for indicators of progress on its Berlin and Austin manufacturing capacity. Second, we expect geographic and feature mix along with the ability to pass higher supply chain costs on to consumers to drive margins. Third, we believe upside in shares from here is premised on the successful introduction of incremental self-driving functionality toward full self-driving performance in the urban environment.”\n\nDeutsche Bank — Buy rating\n\n “Mid-term, we continue to believe Tesla’s impressive target trajectory for its battery technology, capacity and especially cost could help accelerate the world’s shift to electric vehicles and extend Tesla’s EV lead considerably. In-house cell manufacturing efforts are well on track, with cells likely to be at target quality by end of this year, and ramp up of its cell capacity to large scale over the next 12-18 months.”\n\nMizuho — Buy rating\n\n ″[W]hile we believe TSLA could see competition from legacy automakers such as VW, Ford and Mercedes, TSLA’s lead remains unchallenged with 1H′21 deliveries up 115% y/ y at 385k units vs VW’s ID.3/4 estimated at ~65-70k. TSLA remained the global BEV market share leader in the MarQ at 24% share, with a vertically integrated battery, software and hardware roadmap.”","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":148,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":false}