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copycat

copycat

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2021-12-03

IPo price to delist?

DIDI prepares to delist from U.S. stocks and to list in Hong Kong.<blockquote>滴滴准备从美股退市并在香港上市。</blockquote>

2021-12-09

Time to move up

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2021-12-11

More printing insight?

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2021-12-29

Dip before next rally

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2021-12-23

Common prosperity?

Tencent to declare interim dividend by way of distribution in specie of class a ordinary shares of JD.com<blockquote>腾讯控股宣布以实物分派京东A类普通股方式派发中期股息</blockquote>

2021-12-22

Sleeping giant awaken?

Palantir: Buy The Dip Before Year-End<blockquote>Palantir：年底前逢低买入</blockquote>

2021-12-05

Go go Tesla

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2021-12-01

Pls like

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2021-12-15

Risky business

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2021-12-08

Up and up and away

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dividend in the form of a ","content":"<p>Tencent announced today&nbsp;that it has resolved to declare a special interim dividend in the form of a distribution in specie of 457,326,671 Class A ordinary shares of JD.com (assuming there is no change in the total number of issued Shares from the date of this announcement to the Record Date) indirectly held by the Company through Huang River to the Shareholders whose names appear on the register of members of the Company on the Record Date in proportion to their then respective shareholdings in the Company on the basis of 1 Class A ordinary share of JD.com for every 21 Shares held by the Qualifying Shareholders, being rounded down to the nearest whole number of JD.com Shares.</p><p><blockquote>腾讯控股今日宣布，已议决以实物分派方式宣派特别中期股息457，326，671股本公司透过Huang River间接持有的京东A类普通股（假设自本公告日期至记录日期已发行股份总数并无变动）予于记录日期名列本公司股东名册的股东，基准为合资格股东每持有21股股份获发1股京东A类普通股，并向最接近的京东股份整数。</blockquote></p><p> The exact total number of the JD.com Shares to be distributed by the Company is subject to such adjustments where appropriate and necessary in order to give effect to the Distribution in Specie on the basis of 1 Class A ordinary share of JD.com for every 21 Shares held on theRecord Date and such other arrangements in relation to the Distribution in Specie as set out in this announcement.</p><p><blockquote>本公司将予分派的京东股份的确切总数可在适当及必要时作出调整，以使实物分派生效，基准为于记录日期每持有21股股份获分派1股京东A类普通股，以及本公告所载有关实物分派的其他安排。</blockquote></p><p> Non-Qualifying Shareholders will not be entitled to receive the JD.com Shares and will instead receive cash in lieu of the JD.com Shares in respect of the Shares held by them on the basis of 1 Class A ordinary share of JD.com for every 21 Shares held on the Record Date.</p><p><blockquote>非合资格股东将无权收取京东股份，而将按于记录日期每持有21股股份获发1股京东A类普通股的基准收取现金以代替其所持股份的京东股份。</blockquote></p><p> For determining entitlements to the Distribution in Specie, the register of members and transfer book of the Company will be closed from 24 January 2022, Monday to 25 January 2022, Tuesday, both days inclusive, during which period no transfer of Shares will be registered. In order to qualify for the Distribution in Specie, any document in respect of the transfer of Shares accompanied by the relevant share certificates must be lodged with the Company’s Hong Kong branch share registrar and transfer office, Computershare Hong Kong Investor Services Limited, at Shops 1712-1716, 17th Floor, Hopewell Centre, 183 Queen’s Road East, Wan Chai, Hong Kong for registration not later than 4:30 p.m. on 21 January 2022, Friday. 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Immediately following the distribution, Tencent’s shareholding in the Company will be approximately 2.3%, and the shareholders of Tencent who receive shares of the Company in the distribution will become the shareholders of the Company. The Company and Tencent will continue to maintain their mutually beneficial business relationship, including their ongoing strategic partnership agreement.</p><p><blockquote>京东也宣布了同样的消息。京东获悉，目前间接持有该公司约17.0%流通股的腾讯控股控股有限公司（“腾讯控股”）宣布将向其股东分配约4.6亿股A类普通股。紧随分派后，腾讯控股在公司的持股将约为2.3%，而在分派中获得公司股份的腾讯控股股东将成为公司股东。公司和腾讯控股将继续保持互利的业务关系，包括他们正在进行的战略合作伙伴协议。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tencent to declare interim dividend by way of distribution in specie of class a ordinary shares of JD.com<blockquote>腾讯控股宣布以实物分派京东A类普通股方式派发中期股息</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTencent to declare interim dividend by way of distribution in specie of class a ordinary shares of JD.com<blockquote>腾讯控股宣布以实物分派京东A类普通股方式派发中期股息</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\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 smaller\">2021-12-23 08:30</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Tencent announced today&nbsp;that it has resolved to declare a special interim dividend in the form of a distribution in specie of 457,326,671 Class A ordinary shares of JD.com (assuming there is no change in the total number of issued Shares from the date of this announcement to the Record Date) indirectly held by the Company through Huang River to the Shareholders whose names appear on the register of members of the Company on the Record Date in proportion to their then respective shareholdings in the Company on the basis of 1 Class A ordinary share of JD.com for every 21 Shares held by the Qualifying Shareholders, being rounded down to the nearest whole number of JD.com Shares.</p><p><blockquote>腾讯控股今日宣布，已议决以实物分派方式宣派特别中期股息457，326，671股本公司透过Huang River间接持有的京东A类普通股（假设自本公告日期至记录日期已发行股份总数并无变动）予于记录日期名列本公司股东名册的股东，基准为合资格股东每持有21股股份获发1股京东A类普通股，并向最接近的京东股份整数。</blockquote></p><p> The exact total number of the JD.com Shares to be distributed by the Company is subject to such adjustments where appropriate and necessary in order to give effect to the Distribution in Specie on the basis of 1 Class A ordinary share of JD.com for every 21 Shares held on theRecord Date and such other arrangements in relation to the Distribution in Specie as set out in this announcement.</p><p><blockquote>本公司将予分派的京东股份的确切总数可在适当及必要时作出调整，以使实物分派生效，基准为于记录日期每持有21股股份获分派1股京东A类普通股，以及本公告所载有关实物分派的其他安排。</blockquote></p><p> Non-Qualifying Shareholders will not be entitled to receive the JD.com Shares and will instead receive cash in lieu of the JD.com Shares in respect of the Shares held by them on the basis of 1 Class A ordinary share of JD.com for every 21 Shares held on the Record Date.</p><p><blockquote>非合资格股东将无权收取京东股份，而将按于记录日期每持有21股股份获发1股京东A类普通股的基准收取现金以代替其所持股份的京东股份。</blockquote></p><p> For determining entitlements to the Distribution in Specie, the register of members and transfer book of the Company will be closed from 24 January 2022, Monday to 25 January 2022, Tuesday, both days inclusive, during which period no transfer of Shares will be registered. In order to qualify for the Distribution in Specie, any document in respect of the transfer of Shares accompanied by the relevant share certificates must be lodged with the Company’s Hong Kong branch share registrar and transfer office, Computershare Hong Kong Investor Services Limited, at Shops 1712-1716, 17th Floor, Hopewell Centre, 183 Queen’s Road East, Wan Chai, Hong Kong for registration not later than 4:30 p.m. on 21 January 2022, Friday. The last day for dealing in Shares on the Stock Exchange with entitlements to the Distribution in Specie is expected to be 19 January 2022, Wednesday.</p><p><blockquote>为厘定实物分派的权利，本公司将于二零二二年一月二十四日（星期一）至二零二二年一月二十五日（星期二）（包括首尾两日）暂停办理股份过户登记及过户手续，期间将不会办理股份过户登记。为符合资格获得实物分派，任何有关股份过户的文件连同有关股票必须于2022年1月21日（星期五）下午4时30分前送达本公司的香港股份过户登记分处香港中央证券登记有限公司，地址为香港湾仔皇后大道东183号合和中心17楼1712-1716号舖，以办理过户登记。预期有权收取实物分派之股份于联交所买卖之最后日期为二零二二年一月十九日（星期三）。</blockquote></p><p> JD.com&nbsp;also&nbsp;announced&nbsp;same things.JD.com&nbsp;is aware that Tencent Holdings Limited (“Tencent”), that currently owns indirectly approximately 17.0% of the Company’s outstanding shares, announced that it will distribute approximately 460 million Class A ordinary shares of the Company owned by Tencent to its shareholders. Immediately following the distribution, Tencent’s shareholding in the Company will be approximately 2.3%, and the shareholders of Tencent who receive shares of the Company in the distribution will become the shareholders of the Company. The Company and Tencent will continue to maintain their mutually beneficial business relationship, including their ongoing strategic partnership agreement.</p><p><blockquote>京东也宣布了同样的消息。京东获悉，目前间接持有该公司约17.0%流通股的腾讯控股控股有限公司（“腾讯控股”）宣布将向其股东分配约4.6亿股A类普通股。紧随分派后，腾讯控股在公司的持股将约为2.3%，而在分派中获得公司股份的腾讯控股股东将成为公司股东。公司和腾讯控股将继续保持互利的业务关系，包括他们正在进行的战略合作伙伴协议。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"00700":"腾讯控股","09618":"京东集团-SW","TCEHY":"腾讯控股ADR","JD":"京东"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113181515","content_text":"Tencent announced today that it has resolved to declare a special interim dividend in the form of a distribution in specie of 457,326,671 Class A ordinary shares of JD.com (assuming there is no change in the total number of issued Shares from the date of this announcement to the Record Date) indirectly held by the Company through Huang River to the Shareholders whose names appear on the register of members of the Company on the Record Date in proportion to their then respective shareholdings in the Company on the basis of 1 Class A ordinary share of JD.com for every 21 Shares held by the Qualifying Shareholders, being rounded down to the nearest whole number of JD.com Shares.\nThe exact total number of the JD.com Shares to be distributed by the Company is subject to such adjustments where appropriate and necessary in order to give effect to the Distribution in Specie on the basis of 1 Class A ordinary share of JD.com for every 21 Shares held on theRecord Date and such other arrangements in relation to the Distribution in Specie as set out in this announcement.\nNon-Qualifying Shareholders will not be entitled to receive the JD.com Shares and will instead receive cash in lieu of the JD.com Shares in respect of the Shares held by them on the basis of 1 Class A ordinary share of JD.com for every 21 Shares held on the Record Date.\nFor determining entitlements to the Distribution in Specie, the register of members and transfer book of the Company will be closed from 24 January 2022, Monday to 25 January 2022, Tuesday, both days inclusive, during which period no transfer of Shares will be registered. In order to qualify for the Distribution in Specie, any document in respect of the transfer of Shares accompanied by the relevant share certificates must be lodged with the Company’s Hong Kong branch share registrar and transfer office, Computershare Hong Kong Investor Services Limited, at Shops 1712-1716, 17th Floor, Hopewell Centre, 183 Queen’s Road East, Wan Chai, Hong Kong for registration not later than 4:30 p.m. on 21 January 2022, Friday. The last day for dealing in Shares on the Stock Exchange with entitlements to the Distribution in Specie is expected to be 19 January 2022, Wednesday.\nJD.com also announced same things.JD.com is aware that Tencent Holdings Limited (“Tencent”), that currently owns indirectly approximately 17.0% of the Company’s outstanding shares, announced that it will distribute approximately 460 million Class A ordinary shares of the Company owned by Tencent to its shareholders. Immediately following the distribution, Tencent’s shareholding in the Company will be approximately 2.3%, and the shareholders of Tencent who receive shares of the Company in the distribution will become the shareholders of the Company. The Company and Tencent will continue to maintain their mutually beneficial business relationship, including their ongoing strategic partnership agreement.","news_type":1,"symbols_score_info":{"JD":0.9,"00700":0.9,"09618":0.9,"TCEHY":0.9}},"isVote":1,"tweetType":1,"viewCount":4670,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691370507,"gmtCreate":1640141983314,"gmtModify":1640141985281,"author":{"id":"3561970400949949","authorId":"3561970400949949","name":"copycat","avatar":"https://static.tigerbbs.com/ff23b85233a021954853d2a464bdaa7e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561970400949949","idStr":"3561970400949949"},"themes":[],"htmlText":"Sleeping giant awaken?","listText":"Sleeping giant awaken?","text":"Sleeping giant awaken?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/691370507","repostId":"1184116002","repostType":4,"repost":{"id":"1184116002","kind":"news","pubTimestamp":1640140972,"share":"https://www.laohu8.com/m/news/1184116002?lang=zh_CN&edition=full","pubTime":"2021-12-22 10:42","market":"us","language":"en","title":"Palantir: Buy The Dip Before Year-End<blockquote>Palantir：年底前逢低买入</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1184116002","media":"Seeking Alpha","summary":"Summary\n\nShares of Palantir have dropped 30% since the start of November, despite a fundamental busi","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Shares of Palantir have dropped 30% since the start of November, despite a fundamental business that continues to thrive.</li>  <li>In particular, Palantir has been successful at diversifying away from government contracts, with overall commercial revenue growth accelerating in Q3 and more than doubling in the U.S.</li>  <li>Still, the government business is not slacking, with the company winning recent contracts with the Air Force, Department of Health and Human Services, and National Institutes of Health.</li>  <li>Cash flow is also trending ahead of plan, driving the company to boost its full-year cash flow guidance by $100 million.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d27ed9cd275848c088c2f7966c6a9b0c\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>Andreas Rentz/Getty Images Entertainment</span></p><p><blockquote><ul><li>尽管Palantir的基本业务持续蓬勃发展，但其股价自11月初以来已下跌30%。</li><li>特别是，Palantir在实现政府合同多元化方面取得了成功，第三季度整体商业收入增长加速，在美国增长了一倍多。</li><li>尽管如此，政府业务并没有懈怠，该公司最近赢得了空军、卫生与公众服务部以及美国国立卫生研究院的合同。</li><li>现金流的趋势也提前于计划，促使该公司将全年现金流指引提高了1亿美元。</li></ul><p class=\"t-img-caption\"><span>安德烈亚斯·伦茨/盖蒂图片社娱乐</span></p></blockquote></p><p> The mantra of \"thinking and investing for the long term\" is a well-touted investment principle, yet rarely ever put into practice. It's also a rule that is most commonly broken in the tech sector, where investors choose their stocks primarily based on momentum and rarely based on fundamentals and value.</p><p><blockquote>“长期思考和投资”是一个广为人知的投资原则，但很少付诸实践。这也是科技行业最常被打破的规则，投资者主要根据动量选择股票，很少根据基本面和价值。</blockquote></p><p> So when the great growth correction of 2021 happened in the fourth quarter this year, while many stocks certainly deserved a small correction and a breather in valuations, many high-quality names got knocked down multiple pegs far more than their fundamentals justify. In this bucket is Palantir (PLTR), the big data analytics powerhouse which has seen a tremendous correction in its share price despite a business that has never looked healthier.</p><p><blockquote>因此，当2021年的巨大增长调整发生在今年第四季度时，虽然许多股票确实值得小幅调整和估值喘息，但许多优质股票的多个挂钩被击倒，远远超出了其基本面的合理性。其中包括大数据分析巨头Palantir(PLTR)，尽管其业务看起来从未如此健康，但其股价却出现了巨大的调整。</blockquote></p><p> Perhaps alone among high-profile software IPOs, Palantir has had a very rocky trading journey since going public last October. Palantir took a while to get off the ground, as investors worried early on that the lack of an insider lockup period would pressure Palantir's ability to rally. The stock did end up rallying and peaked near $40 in mid-February, before proceeding to trade in a very jagged and choppy fashion throughout the rest of the year, including a ~30% decline since November alongside other tech growth stocks.</p><p><blockquote>Palantir也许是唯一一家备受瞩目的软件IPO，自去年10月上市以来，Palantir的交易历程非常坎坷。Palantir花了一段时间才起步，因为投资者很早就担心缺乏内部锁定期会给Palantir的反弹能力带来压力。该股最终确实反弹并在2月中旬达到接近40美元的峰值，然后在今年剩余时间里以非常参差不齐和波动的方式进行交易，其中自11月以来与其他科技成长股一起下跌了约30%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/28dd4c60f2471cddc190b107c562cb57\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> Throughout this tumultuous time period, I've happily held onto my Palantir stock, and this company is one of the rare exceptions where I'm&nbsp;<b>very bullish</b>&nbsp;on a stock that is technically trading at quite expensive valuation multiples (though, with the sharp correction from February peaks, Palantir isn't trading at the egregiously expensive multiples it was trading at earlier). I continue to view Palantir as a tech mega-cap in the making, one with a powerhouse software platform that is broadly applicable across industries, and across both the public and private sectors. Currently dominant primarily in the United States, Palantir also has broadly untested expansion opportunities abroad, where innovation in big data and machine learning technologies has not quite yet matured.</p><p><blockquote>在这段动荡的时期，我很高兴地持有我的Palantir股票，这家公司是我所处的罕见例外之一<b>非常看涨</b>从技术上讲，这只股票的估值倍数相当昂贵（不过，随着从2月份峰值的大幅回调，Palantir的交易市盈率并没有像之前那样高得惊人）。我仍然认为Palantir是一家正在崛起的科技巨头，拥有强大的软件平台，可广泛适用于各行业、公共和私营部门。Palantir目前主要在美国占据主导地位，但在国外也有未经考验的扩张机会，那里的大数据和机器学习技术创新尚未完全成熟。</blockquote></p><p> Stay long here, and add to your positions in Palantir at its new lower price before year-end: in my view, Palantir is well-equipped to outperform the market indices for years to come.</p><p><blockquote>在这里做多，并在年底前以新的较低价格增持Palantir：在我看来，Palantir完全有能力在未来几年跑赢市场指数。</blockquote></p><p> <b>Recent wins showcase how prominent Palantir is</b></p><p><blockquote><b>最近的胜利展示了Palantir的突出地位</b></blockquote></p><p> Before we get into more granular details and fundamentals, it's worthwhile to illustrate that Palantir has been busy from a go-to-market perspective. The company is always on the heels of some large, transformational deal, and the current situation is no different. In particular, the company has just recently signed a multi-year $60 million deal with the National Institutes of Health:</p><p><blockquote>在我们深入了解更详细的细节和基本面之前，有必要说明Palantir从上市的角度一直很忙。该公司总是紧跟一些大型转型交易，目前的情况也不例外。特别是，该公司最近刚刚与美国国立卫生研究院签署了一项价值6000万美元的多年期协议：</blockquote></p><p> Figure 1. Palantir NIH win</p><p><blockquote>图1。Palantir赢了</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/db52b9f945c292c1b56f4d6b0a3ed00d\" tg-width=\"640\" tg-height=\"306\" width=\"100%\" height=\"auto\"><span>Source: Palantir Q3 earnings deck</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Palantir第三季度收益表</span></p></blockquote></p><p> And, building off the strength that Palantir has historically enjoyed with the U.S. armed forces, the company also signed a four-year $87 million deal with the Department of Veterans Affairs:</p><p><blockquote>此外，在Palantir历史上在美国武装部队中享有的优势的基础上，该公司还与退伍军人事务部签署了一项为期四年、价值8700万美元的协议：</blockquote></p><p> Figure 2. Palantir VA win</p><p><blockquote>图2。Palantir和win</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/905489ce382c58d0ea9896420a67ce9a\" tg-width=\"640\" tg-height=\"301\" width=\"100%\" height=\"auto\"><span>Source: Palantir Q3 earnings deck</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Palantir第三季度收益表</span></p></blockquote></p><p> And though the large deals that Palantir showcase are typically public-sector deals, the company's commercial/enterprise sales have recently picked up steam as well, which we'll discuss in further detail in this article.</p><p><blockquote>尽管Palantir展示的大型交易通常是公共部门交易，但该公司的商业/企业销售最近也有所增长，我们将在本文中进一步详细讨论这一点。</blockquote></p><p> <b>The bullish thesis for Palantir, revisited</b></p><p><blockquote><b>重新审视Palantir的看涨论点</b></blockquote></p><p> With the recent pessimism in Palantir stock over the past two months, it can be easy for investors to forget the longer-term bullish thesis and fundamental merits that this company possesses in abundance.</p><p><blockquote>随着过去两个月Palantir股票的悲观情绪，投资者很容易忘记该公司拥有的长期看涨论点和基本优势。</blockquote></p><p></p><p> Here's a refresher of all the key reasons why this company is a superstar:</p><p><blockquote>以下是该公司成为超级明星的所有关键原因的回顾：</blockquote></p><p> <ul>  <li><b>Big data is a massive discipline that can be applied in nearly limitless ways.</b>Palantir isn't a software company that serves only one or a limited set of use cases. Data and inferences that can be made from data are prevalent in just about everything: which explains why Palantir is such a powerful tool for both public and private sector clients.</li>  <li><b>Growth at scale.</b>Despite being at a ~$2 billion annual revenue scale, Palantir continues to deliver 30-40% y/y revenue growth, and its long-term outlook calls for the company to be able to sustain growth rates in excess of 30% y/y through at least 2025. Few companies are able to achieve this kind of growth at scale, and it's a testament to the wide applicability of Palantir's products and the humongous clientele it has drawn (in particular, the U.S. Army).</li>  <li><b>Stepping up go-to-market momentum.</b>Palantir is chasing growth across a wide variety of channels. The company has stepped up its sales hiring this year, a nod at the broad market opportunity it has and the need for more territory coverage. Palantir also has deepened relationships with ISVs (integrated service vendors) that can resell Palantir's products without its involvement and offer additional coverage that Palantir's direct sales force can't handle.</li>  <li><b>One foot in the public sector, one foot in private</b>. Palantir made its name on being a large federal government contractor, but its products are just as compelling to an enterprise segment that is growing ever more obsessed with the value of big data. Most software companies start off as primarily dealing with enterprise buyers, and then hopefully getting FedRAMP certification to sell into public sector clients later. Palantir did the reverse: but now, its momentum with Fortune 100 companies is continuing to grow, and customer adds are continuing to trend at an impressive pace.</li>  <li><b>Free cash flow.</b>Though not yet profitable from a GAAP standpoint, Palantir continues to exceed internal expectations for free cash flow, which means the business is self-financing (a departure from. many other rapid-growth software companies that continue to need to raise capital to finance their losses).</li> </ul> <b>Valuation isn't cheap, but more reasonable than in the past</b></p><p><blockquote><ul><li><b>大数据是一门庞大的学科，几乎可以以无限的方式应用。</b>Palantir不是一家只提供一个或有限组用例服务的软件公司。数据和可以从数据中得出的推论几乎在所有事物中都很普遍：这解释了为什么Palantir对于公共和私营部门客户来说都是如此强大的工具。</li><li><b>规模增长。</b>尽管年收入规模约为20亿美元，Palantir的收入仍继续实现30-40%的同比增长，其长期前景评级是该公司能够维持超过30%的同比增长率。至少到2025年。很少有公司能够实现这种大规模增长，这证明了Palantir产品的广泛适用性及其吸引的庞大客户（特别是美国陆军）。</li><li><b>加大上市势头。</b>Palantir正在通过多种渠道追求增长。该公司今年加大了销售招聘力度，这是对其广阔市场机会和更多区域覆盖需求的认可。Palantir还加深了与ISV（综合服务供应商）的关系，这些供应商可以在没有其参与的情况下转售Palantir的产品，并提供Palantir直销人员无法处理的额外覆盖范围。</li><li><b>一只脚在公共部门，一只脚在私营部门</b>.Palantir因作为大型联邦政府承包商而闻名，但其产品对于越来越痴迷于大数据价值的企业部门来说同样具有吸引力。大多数软件公司一开始主要与企业买家打交道，然后希望获得FedRAMP认证，然后销售给公共部门客户。Palantir的做法恰恰相反：但现在，它在财富100强公司中的势头正在持续增长，客户数量继续以令人印象深刻的速度增长。</li><li><b>自由现金流。</b>尽管从GAAP的角度来看尚未盈利，但Palantir继续超出内部对自由现金流的预期，这意味着该业务是自筹资金的（与许多其他快速增长的软件公司不同，这些公司继续需要筹集资金来弥补损失）。</li></ul><b>估值并不便宜，但比过去更合理</b></blockquote></p><p> I wouldn't go so far as to say that Palantir's recent correction has left the stock at cheap levels - but for the caliber of this company's brand, plus its consistent combination of hyper-growth at scale while building up profitability and margins, I view its current valuation as quite reasonable.</p><p><blockquote>我不会说Palantir最近的调整使该股处于廉价水平，但考虑到该公司品牌的质量，加上其大规模高速增长同时提高盈利能力和利润率的持续组合，我认为其目前的估值相当合理。</blockquote></p><p> At current share prices near $18, Palantir trades at a market cap of $35.99 billion. After netting off the $2.48 billion cash pile on its books (another reason to be bullish on Palantir: it has a load of cash and is unencumbered by debt), its resulting&nbsp;<b>enterprise value is $33.51 billion.</b></p><p><blockquote>按目前接近18美元的股价计算，Palantir的市值为359.9亿美元。在扣除其账面上24.8亿美元的现金后（看好Palantir的另一个原因：它拥有大量现金并且不受债务负担），其结果<b>企业价值为335.1亿美元。</b></blockquote></p><p> For next fiscal year FY22, meanwhile, Wall Street analysts are expecting Palantir to deliver $1.98 billion in revenue, representing 30% y/y revenue growth (data from&nbsp;Yahoo Finance). Considering the company has committed to 30%+ annual revenue growth throughout 2022 (and this is a company that has routinely delivered well ahead of its promises), I'd say this outlook is a little dim. Yet regardless of that, at this revenue estimate Palantir trades at&nbsp;<b>16.9x EV/FY22 revenue.</b></p><p><blockquote>与此同时，华尔街分析师预计Palantir下一财年（2022财年）的收入将达到19.8亿美元，同比增长30%（数据来自雅虎财经）。考虑到该公司承诺在2022年全年实现30%以上的年收入增长（而且这家公司通常远远提前兑现承诺），我想说这种前景有点暗淡。但尽管如此，根据这一收入估计，Palantir的交易价格为<b>EV/22财年收入的16.9倍。</b></blockquote></p><p> Again, we can hardly call this cheap, and in the face of rising interest rates, certainly Palantir's prior valuation multiples in the high-20s were unsustainable. But given this company's rapid growth trajectory, I'd say the ~$18 price level still represents a great entry point for the longer-term investor.</p><p><blockquote>再说一次，我们很难做到如此便宜的看涨期权，而且面对利率上升，Palantir之前20多岁的估值倍数肯定是不可持续的。但考虑到这家公司的快速增长轨迹，我认为18美元左右的价格水平对于长期投资者来说仍然是一个很好的切入点。</blockquote></p><p> <b>Q3 results showcase tremendous fundamental traction, especially in the commercial segment</b></p><p><blockquote><b>第三季度业绩展示了巨大的基本面吸引力，尤其是在商业领域</b></blockquote></p><p> We additionally note that Palantir's end-of-year correction has been accompanied by a continuation of its strong fundamentals. Take a look at the Q3 earnings results below:</p><p><blockquote>我们还注意到，Palantir的年底调整伴随着其强劲基本面的延续。看看下面的第三季度盈利结果：</blockquote></p><p> Figure 3. Palantir Q3 results</p><p><blockquote>图3.Palantir第三季度业绩</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e606183fac49ce4616a25d86d7fac0cf\" tg-width=\"640\" tg-height=\"585\" width=\"100%\" height=\"auto\"><span>Source: Palantir Q3 earnings deck</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Palantir第三季度收益表</span></p></blockquote></p><p> Palantir's revenue grew at a robust 35% y/y pace to $392.1 million in the quarter, beating Wall Street's expectations of $386.6 million (+33% y/y) by a two-point margin. We note that revenue growth did decelerate versus 49% y/y growth in Q2, but that's largely due to an easier comp versus the pandemic period in Q2 of last year.</p><p><blockquote>Palantir本季度收入同比强劲增长35%，达到3.921亿美元，比华尔街预期的3.866亿美元（同比增长33%）高出两个百分点。我们注意到，与第二季度49%的同比增长相比，收入增长确实有所放缓，但这主要是由于与去年第二季度的大流行期间相比，收入增长更容易。</blockquote></p><p> The major highlight in Q3 was Palantir's success in driving enterprise go-to-market. The company reported commercial revenue growth of 37% y/y in Q3 - which, despite tougher comps, represented substantial acceleration over the prior few quarters:</p><p><blockquote>第三季度的主要亮点是Palantir在推动企业上市方面的成功。该公司报告称，第三季度商业收入同比增长37%，尽管竞争更加激烈，但仍较前几个季度大幅加速：</blockquote></p><p> Figure 4. Palantir commercial revenue trends</p><p><blockquote>图4.Palantir商业收入趋势</blockquote></p><p></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9ad4016e482cb4fc94422618c18cd3a0\" tg-width=\"640\" tg-height=\"398\" width=\"100%\" height=\"auto\"><span>Source: Palantir Q3 earnings deck</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Palantir第三季度收益表</span></p></blockquote></p><p> We note as well that when counting U.S. commercial revenue only, Palantir grew domestic enterprise revenue at a blazing&nbsp;<b>103% y/y pace.</b></p><p><blockquote>我们还注意到，仅计算美国商业收入时，Palantir国内企业收入增长迅猛<b>同比增长103%。</b></blockquote></p><p> Note as well that as of the moment, Palantir remains a relatively early-stage enterprise software vendor with relatively few, but large customers. Q3 saw the biggest customer expansion in Palantir's history. The company added 34 net-new customers in Q3 to end the quarter at 203 total customers, which is a significant 20% expansion in the company's customer base in the space of a single quarter. Year over year, the company also boosted its commercial customer counts by 46%.</p><p><blockquote>另请注意，截至目前，Palantir仍然是一家相对早期的企业软件供应商，客户相对较少，但规模较大。第三季度见证了Palantir历史上最大的客户扩张。该公司在第三季度净增加了34个新客户，使该季度末客户总数达到203个，这使得该公司的客户群在一个季度内大幅增长了20%。与去年同期相比，该公司的商业客户数量也增加了46%。</blockquote></p><p> Figure 5. Palantir customer adds</p><p><blockquote>图5.Palantir客户补充道</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2c334545c0f1a8387eead268cc0ce5f1\" tg-width=\"640\" tg-height=\"306\" width=\"100%\" height=\"auto\"><span>Source: Palantir Q3 earnings deck</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Palantir第三季度收益表</span></p></blockquote></p><p> Recall as well that for its enterprise customers, Palantir adopts a \"land and expand\" playbook that many SaaS companies adhere to. These customers may start off as smaller deployments that grow substantially over time.</p><p><blockquote>还请记住，对于其企业客户，Palantir采用了许多SaaS公司都坚持的“登陆并扩张”策略。这些客户可能从较小的部署开始，随着时间的推移会大幅增长。</blockquote></p><p> Equally worth noting is that Palantir's&nbsp;<b>billings</b>&nbsp;expanded 56% y/y to $347 million. The surplus of Palantir's billings growth rates over its revenue growth, plus the sharp buildup in its remaining performance obligations, give us confidence that the company will be able to make good on its promise of sustaining 30%+ revenue growth for years to come.</p><p><blockquote>同样值得注意的是，Palantir的<b>比林斯</b>同比增长56%至3.47亿美元。Palantir的账单增长率超过其收入增长率，加上其剩余履约义务的急剧增加，让我们相信该公司将能够兑现其在未来几年维持30%以上收入增长的承诺。</blockquote></p><p> Lastly, a word on profitability. Palantir's customer growth, and at a positive contribution margin as well, has driven the company to dramatically boost its adjusted free cash flow. In Q3, adjusted FCF hit $119 million, or a ~30% adjusted FCF margin - versus cash&nbsp;<b>burn</b>&nbsp;of -$53 million in the prior-year period.</p><p><blockquote>最后，谈谈盈利能力。Palantir的客户增长以及积极的贡献率促使该公司大幅提高调整后的自由现金流。第三季度，调整后自由现金流达到1.19亿美元，调整后自由现金流利润率约为现金的30%<b>燃烧</b>去年同期为-5300万美元。</blockquote></p><p> Figure 6. Palantir FCF trends</p><p><blockquote>图6.Palantir FCF趋势</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ca53d0292b7696376d644c0d6a85e707\" tg-width=\"640\" tg-height=\"313\" width=\"100%\" height=\"auto\"><span>Source: Palantir Q3 earnings deck</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Palantir第三季度收益表</span></p></blockquote></p><p> Building on the strength in cash flow that the company has seen all year, Palantir management also increased its annual FCF guidance for FY21 to $400+ million, versus a prior outlook of just $300+ million. These moves, in my view, solidify to investors in a very risk-off market mindset that Palantir isn't just growing robustly, but also keeping profitability balance in mind.</p><p><blockquote>基于公司全年现金流的强劲势头，Palantir管理层还将2021财年的年度自由现金流指引提高至4亿多美元，而之前的预期仅为3亿多美元。在我看来，这些举措巩固了投资者非常规避风险的市场心态，即Palantir不仅增长强劲，而且还牢记盈利能力平衡。</blockquote></p><p> <b>Key takeaways</b></p><p><blockquote><b>关键要点</b></blockquote></p><p> In my view, Palantir retains a very long runway for success. The company's undisputed category leadership in big data and analytics continues to prove out new use cases for both public and private-sector teams, and the fact that Palantir can continue to grow at &gt;30% y/y despite hitting an expected ~$2 billion annual revenue run rate next year further solidifies that Palantir is a unique and rare story in the software sector. Take advantage of the ~30% correction since November to build up a well-timed position in this stock.</p><p><blockquote>在我看来，Palantir还有很长的成功之路。该公司在大数据和分析领域无可争议的类别领导地位继续为公共和私营部门团队证明新的用例，而且尽管预计年收入将达到约20亿美元，但Palantir仍能继续以30%以上的速度增长。明年的运行率进一步证实了Palantir是软件领域一个独特且罕见的故事。利用自11月以来约30%的回调，适时建仓该股。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir: Buy The Dip Before Year-End<blockquote>Palantir：年底前逢低买入</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir: Buy The Dip Before Year-End<blockquote>Palantir：年底前逢低买入</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-12-22 10:42</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Shares of Palantir have dropped 30% since the start of November, despite a fundamental business that continues to thrive.</li>  <li>In particular, Palantir has been successful at diversifying away from government contracts, with overall commercial revenue growth accelerating in Q3 and more than doubling in the U.S.</li>  <li>Still, the government business is not slacking, with the company winning recent contracts with the Air Force, Department of Health and Human Services, and National Institutes of Health.</li>  <li>Cash flow is also trending ahead of plan, driving the company to boost its full-year cash flow guidance by $100 million.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d27ed9cd275848c088c2f7966c6a9b0c\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>Andreas Rentz/Getty Images Entertainment</span></p><p><blockquote><ul><li>尽管Palantir的基本业务持续蓬勃发展，但其股价自11月初以来已下跌30%。</li><li>特别是，Palantir在实现政府合同多元化方面取得了成功，第三季度整体商业收入增长加速，在美国增长了一倍多。</li><li>尽管如此，政府业务并没有懈怠，该公司最近赢得了空军、卫生与公众服务部以及美国国立卫生研究院的合同。</li><li>现金流的趋势也提前于计划，促使该公司将全年现金流指引提高了1亿美元。</li></ul><p class=\"t-img-caption\"><span>安德烈亚斯·伦茨/盖蒂图片社娱乐</span></p></blockquote></p><p> The mantra of \"thinking and investing for the long term\" is a well-touted investment principle, yet rarely ever put into practice. It's also a rule that is most commonly broken in the tech sector, where investors choose their stocks primarily based on momentum and rarely based on fundamentals and value.</p><p><blockquote>“长期思考和投资”是一个广为人知的投资原则，但很少付诸实践。这也是科技行业最常被打破的规则，投资者主要根据动量选择股票，很少根据基本面和价值。</blockquote></p><p> So when the great growth correction of 2021 happened in the fourth quarter this year, while many stocks certainly deserved a small correction and a breather in valuations, many high-quality names got knocked down multiple pegs far more than their fundamentals justify. In this bucket is Palantir (PLTR), the big data analytics powerhouse which has seen a tremendous correction in its share price despite a business that has never looked healthier.</p><p><blockquote>因此，当2021年的巨大增长调整发生在今年第四季度时，虽然许多股票确实值得小幅调整和估值喘息，但许多优质股票的多个挂钩被击倒，远远超出了其基本面的合理性。其中包括大数据分析巨头Palantir(PLTR)，尽管其业务看起来从未如此健康，但其股价却出现了巨大的调整。</blockquote></p><p> Perhaps alone among high-profile software IPOs, Palantir has had a very rocky trading journey since going public last October. Palantir took a while to get off the ground, as investors worried early on that the lack of an insider lockup period would pressure Palantir's ability to rally. The stock did end up rallying and peaked near $40 in mid-February, before proceeding to trade in a very jagged and choppy fashion throughout the rest of the year, including a ~30% decline since November alongside other tech growth stocks.</p><p><blockquote>Palantir也许是唯一一家备受瞩目的软件IPO，自去年10月上市以来，Palantir的交易历程非常坎坷。Palantir花了一段时间才起步，因为投资者很早就担心缺乏内部锁定期会给Palantir的反弹能力带来压力。该股最终确实反弹并在2月中旬达到接近40美元的峰值，然后在今年剩余时间里以非常参差不齐和波动的方式进行交易，其中自11月以来与其他科技成长股一起下跌了约30%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/28dd4c60f2471cddc190b107c562cb57\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> Throughout this tumultuous time period, I've happily held onto my Palantir stock, and this company is one of the rare exceptions where I'm&nbsp;<b>very bullish</b>&nbsp;on a stock that is technically trading at quite expensive valuation multiples (though, with the sharp correction from February peaks, Palantir isn't trading at the egregiously expensive multiples it was trading at earlier). I continue to view Palantir as a tech mega-cap in the making, one with a powerhouse software platform that is broadly applicable across industries, and across both the public and private sectors. Currently dominant primarily in the United States, Palantir also has broadly untested expansion opportunities abroad, where innovation in big data and machine learning technologies has not quite yet matured.</p><p><blockquote>在这段动荡的时期，我很高兴地持有我的Palantir股票，这家公司是我所处的罕见例外之一<b>非常看涨</b>从技术上讲，这只股票的估值倍数相当昂贵（不过，随着从2月份峰值的大幅回调，Palantir的交易市盈率并没有像之前那样高得惊人）。我仍然认为Palantir是一家正在崛起的科技巨头，拥有强大的软件平台，可广泛适用于各行业、公共和私营部门。Palantir目前主要在美国占据主导地位，但在国外也有未经考验的扩张机会，那里的大数据和机器学习技术创新尚未完全成熟。</blockquote></p><p> Stay long here, and add to your positions in Palantir at its new lower price before year-end: in my view, Palantir is well-equipped to outperform the market indices for years to come.</p><p><blockquote>在这里做多，并在年底前以新的较低价格增持Palantir：在我看来，Palantir完全有能力在未来几年跑赢市场指数。</blockquote></p><p> <b>Recent wins showcase how prominent Palantir is</b></p><p><blockquote><b>最近的胜利展示了Palantir的突出地位</b></blockquote></p><p> Before we get into more granular details and fundamentals, it's worthwhile to illustrate that Palantir has been busy from a go-to-market perspective. The company is always on the heels of some large, transformational deal, and the current situation is no different. In particular, the company has just recently signed a multi-year $60 million deal with the National Institutes of Health:</p><p><blockquote>在我们深入了解更详细的细节和基本面之前，有必要说明Palantir从上市的角度一直很忙。该公司总是紧跟一些大型转型交易，目前的情况也不例外。特别是，该公司最近刚刚与美国国立卫生研究院签署了一项价值6000万美元的多年期协议：</blockquote></p><p> Figure 1. Palantir NIH win</p><p><blockquote>图1。Palantir赢了</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/db52b9f945c292c1b56f4d6b0a3ed00d\" tg-width=\"640\" tg-height=\"306\" width=\"100%\" height=\"auto\"><span>Source: Palantir Q3 earnings deck</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Palantir第三季度收益表</span></p></blockquote></p><p> And, building off the strength that Palantir has historically enjoyed with the U.S. armed forces, the company also signed a four-year $87 million deal with the Department of Veterans Affairs:</p><p><blockquote>此外，在Palantir历史上在美国武装部队中享有的优势的基础上，该公司还与退伍军人事务部签署了一项为期四年、价值8700万美元的协议：</blockquote></p><p> Figure 2. Palantir VA win</p><p><blockquote>图2。Palantir和win</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/905489ce382c58d0ea9896420a67ce9a\" tg-width=\"640\" tg-height=\"301\" width=\"100%\" height=\"auto\"><span>Source: Palantir Q3 earnings deck</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Palantir第三季度收益表</span></p></blockquote></p><p> And though the large deals that Palantir showcase are typically public-sector deals, the company's commercial/enterprise sales have recently picked up steam as well, which we'll discuss in further detail in this article.</p><p><blockquote>尽管Palantir展示的大型交易通常是公共部门交易，但该公司的商业/企业销售最近也有所增长，我们将在本文中进一步详细讨论这一点。</blockquote></p><p> <b>The bullish thesis for Palantir, revisited</b></p><p><blockquote><b>重新审视Palantir的看涨论点</b></blockquote></p><p> With the recent pessimism in Palantir stock over the past two months, it can be easy for investors to forget the longer-term bullish thesis and fundamental merits that this company possesses in abundance.</p><p><blockquote>随着过去两个月Palantir股票的悲观情绪，投资者很容易忘记该公司拥有的长期看涨论点和基本优势。</blockquote></p><p></p><p> Here's a refresher of all the key reasons why this company is a superstar:</p><p><blockquote>以下是该公司成为超级明星的所有关键原因的回顾：</blockquote></p><p> <ul>  <li><b>Big data is a massive discipline that can be applied in nearly limitless ways.</b>Palantir isn't a software company that serves only one or a limited set of use cases. Data and inferences that can be made from data are prevalent in just about everything: which explains why Palantir is such a powerful tool for both public and private sector clients.</li>  <li><b>Growth at scale.</b>Despite being at a ~$2 billion annual revenue scale, Palantir continues to deliver 30-40% y/y revenue growth, and its long-term outlook calls for the company to be able to sustain growth rates in excess of 30% y/y through at least 2025. Few companies are able to achieve this kind of growth at scale, and it's a testament to the wide applicability of Palantir's products and the humongous clientele it has drawn (in particular, the U.S. Army).</li>  <li><b>Stepping up go-to-market momentum.</b>Palantir is chasing growth across a wide variety of channels. The company has stepped up its sales hiring this year, a nod at the broad market opportunity it has and the need for more territory coverage. Palantir also has deepened relationships with ISVs (integrated service vendors) that can resell Palantir's products without its involvement and offer additional coverage that Palantir's direct sales force can't handle.</li>  <li><b>One foot in the public sector, one foot in private</b>. Palantir made its name on being a large federal government contractor, but its products are just as compelling to an enterprise segment that is growing ever more obsessed with the value of big data. Most software companies start off as primarily dealing with enterprise buyers, and then hopefully getting FedRAMP certification to sell into public sector clients later. Palantir did the reverse: but now, its momentum with Fortune 100 companies is continuing to grow, and customer adds are continuing to trend at an impressive pace.</li>  <li><b>Free cash flow.</b>Though not yet profitable from a GAAP standpoint, Palantir continues to exceed internal expectations for free cash flow, which means the business is self-financing (a departure from. many other rapid-growth software companies that continue to need to raise capital to finance their losses).</li> </ul> <b>Valuation isn't cheap, but more reasonable than in the past</b></p><p><blockquote><ul><li><b>大数据是一门庞大的学科，几乎可以以无限的方式应用。</b>Palantir不是一家只提供一个或有限组用例服务的软件公司。数据和可以从数据中得出的推论几乎在所有事物中都很普遍：这解释了为什么Palantir对于公共和私营部门客户来说都是如此强大的工具。</li><li><b>规模增长。</b>尽管年收入规模约为20亿美元，Palantir的收入仍继续实现30-40%的同比增长，其长期前景评级是该公司能够维持超过30%的同比增长率。至少到2025年。很少有公司能够实现这种大规模增长，这证明了Palantir产品的广泛适用性及其吸引的庞大客户（特别是美国陆军）。</li><li><b>加大上市势头。</b>Palantir正在通过多种渠道追求增长。该公司今年加大了销售招聘力度，这是对其广阔市场机会和更多区域覆盖需求的认可。Palantir还加深了与ISV（综合服务供应商）的关系，这些供应商可以在没有其参与的情况下转售Palantir的产品，并提供Palantir直销人员无法处理的额外覆盖范围。</li><li><b>一只脚在公共部门，一只脚在私营部门</b>.Palantir因作为大型联邦政府承包商而闻名，但其产品对于越来越痴迷于大数据价值的企业部门来说同样具有吸引力。大多数软件公司一开始主要与企业买家打交道，然后希望获得FedRAMP认证，然后销售给公共部门客户。Palantir的做法恰恰相反：但现在，它在财富100强公司中的势头正在持续增长，客户数量继续以令人印象深刻的速度增长。</li><li><b>自由现金流。</b>尽管从GAAP的角度来看尚未盈利，但Palantir继续超出内部对自由现金流的预期，这意味着该业务是自筹资金的（与许多其他快速增长的软件公司不同，这些公司继续需要筹集资金来弥补损失）。</li></ul><b>估值并不便宜，但比过去更合理</b></blockquote></p><p> I wouldn't go so far as to say that Palantir's recent correction has left the stock at cheap levels - but for the caliber of this company's brand, plus its consistent combination of hyper-growth at scale while building up profitability and margins, I view its current valuation as quite reasonable.</p><p><blockquote>我不会说Palantir最近的调整使该股处于廉价水平，但考虑到该公司品牌的质量，加上其大规模高速增长同时提高盈利能力和利润率的持续组合，我认为其目前的估值相当合理。</blockquote></p><p> At current share prices near $18, Palantir trades at a market cap of $35.99 billion. After netting off the $2.48 billion cash pile on its books (another reason to be bullish on Palantir: it has a load of cash and is unencumbered by debt), its resulting&nbsp;<b>enterprise value is $33.51 billion.</b></p><p><blockquote>按目前接近18美元的股价计算，Palantir的市值为359.9亿美元。在扣除其账面上24.8亿美元的现金后（看好Palantir的另一个原因：它拥有大量现金并且不受债务负担），其结果<b>企业价值为335.1亿美元。</b></blockquote></p><p> For next fiscal year FY22, meanwhile, Wall Street analysts are expecting Palantir to deliver $1.98 billion in revenue, representing 30% y/y revenue growth (data from&nbsp;Yahoo Finance). Considering the company has committed to 30%+ annual revenue growth throughout 2022 (and this is a company that has routinely delivered well ahead of its promises), I'd say this outlook is a little dim. Yet regardless of that, at this revenue estimate Palantir trades at&nbsp;<b>16.9x EV/FY22 revenue.</b></p><p><blockquote>与此同时，华尔街分析师预计Palantir下一财年（2022财年）的收入将达到19.8亿美元，同比增长30%（数据来自雅虎财经）。考虑到该公司承诺在2022年全年实现30%以上的年收入增长（而且这家公司通常远远提前兑现承诺），我想说这种前景有点暗淡。但尽管如此，根据这一收入估计，Palantir的交易价格为<b>EV/22财年收入的16.9倍。</b></blockquote></p><p> Again, we can hardly call this cheap, and in the face of rising interest rates, certainly Palantir's prior valuation multiples in the high-20s were unsustainable. But given this company's rapid growth trajectory, I'd say the ~$18 price level still represents a great entry point for the longer-term investor.</p><p><blockquote>再说一次，我们很难做到如此便宜的看涨期权，而且面对利率上升，Palantir之前20多岁的估值倍数肯定是不可持续的。但考虑到这家公司的快速增长轨迹，我认为18美元左右的价格水平对于长期投资者来说仍然是一个很好的切入点。</blockquote></p><p> <b>Q3 results showcase tremendous fundamental traction, especially in the commercial segment</b></p><p><blockquote><b>第三季度业绩展示了巨大的基本面吸引力，尤其是在商业领域</b></blockquote></p><p> We additionally note that Palantir's end-of-year correction has been accompanied by a continuation of its strong fundamentals. Take a look at the Q3 earnings results below:</p><p><blockquote>我们还注意到，Palantir的年底调整伴随着其强劲基本面的延续。看看下面的第三季度盈利结果：</blockquote></p><p> Figure 3. Palantir Q3 results</p><p><blockquote>图3.Palantir第三季度业绩</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e606183fac49ce4616a25d86d7fac0cf\" tg-width=\"640\" tg-height=\"585\" width=\"100%\" height=\"auto\"><span>Source: Palantir Q3 earnings deck</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Palantir第三季度收益表</span></p></blockquote></p><p> Palantir's revenue grew at a robust 35% y/y pace to $392.1 million in the quarter, beating Wall Street's expectations of $386.6 million (+33% y/y) by a two-point margin. We note that revenue growth did decelerate versus 49% y/y growth in Q2, but that's largely due to an easier comp versus the pandemic period in Q2 of last year.</p><p><blockquote>Palantir本季度收入同比强劲增长35%，达到3.921亿美元，比华尔街预期的3.866亿美元（同比增长33%）高出两个百分点。我们注意到，与第二季度49%的同比增长相比，收入增长确实有所放缓，但这主要是由于与去年第二季度的大流行期间相比，收入增长更容易。</blockquote></p><p> The major highlight in Q3 was Palantir's success in driving enterprise go-to-market. The company reported commercial revenue growth of 37% y/y in Q3 - which, despite tougher comps, represented substantial acceleration over the prior few quarters:</p><p><blockquote>第三季度的主要亮点是Palantir在推动企业上市方面的成功。该公司报告称，第三季度商业收入同比增长37%，尽管竞争更加激烈，但仍较前几个季度大幅加速：</blockquote></p><p> Figure 4. Palantir commercial revenue trends</p><p><blockquote>图4.Palantir商业收入趋势</blockquote></p><p></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9ad4016e482cb4fc94422618c18cd3a0\" tg-width=\"640\" tg-height=\"398\" width=\"100%\" height=\"auto\"><span>Source: Palantir Q3 earnings deck</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Palantir第三季度收益表</span></p></blockquote></p><p> We note as well that when counting U.S. commercial revenue only, Palantir grew domestic enterprise revenue at a blazing&nbsp;<b>103% y/y pace.</b></p><p><blockquote>我们还注意到，仅计算美国商业收入时，Palantir国内企业收入增长迅猛<b>同比增长103%。</b></blockquote></p><p> Note as well that as of the moment, Palantir remains a relatively early-stage enterprise software vendor with relatively few, but large customers. Q3 saw the biggest customer expansion in Palantir's history. The company added 34 net-new customers in Q3 to end the quarter at 203 total customers, which is a significant 20% expansion in the company's customer base in the space of a single quarter. Year over year, the company also boosted its commercial customer counts by 46%.</p><p><blockquote>另请注意，截至目前，Palantir仍然是一家相对早期的企业软件供应商，客户相对较少，但规模较大。第三季度见证了Palantir历史上最大的客户扩张。该公司在第三季度净增加了34个新客户，使该季度末客户总数达到203个，这使得该公司的客户群在一个季度内大幅增长了20%。与去年同期相比，该公司的商业客户数量也增加了46%。</blockquote></p><p> Figure 5. Palantir customer adds</p><p><blockquote>图5.Palantir客户补充道</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2c334545c0f1a8387eead268cc0ce5f1\" tg-width=\"640\" tg-height=\"306\" width=\"100%\" height=\"auto\"><span>Source: Palantir Q3 earnings deck</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Palantir第三季度收益表</span></p></blockquote></p><p> Recall as well that for its enterprise customers, Palantir adopts a \"land and expand\" playbook that many SaaS companies adhere to. These customers may start off as smaller deployments that grow substantially over time.</p><p><blockquote>还请记住，对于其企业客户，Palantir采用了许多SaaS公司都坚持的“登陆并扩张”策略。这些客户可能从较小的部署开始，随着时间的推移会大幅增长。</blockquote></p><p> Equally worth noting is that Palantir's&nbsp;<b>billings</b>&nbsp;expanded 56% y/y to $347 million. The surplus of Palantir's billings growth rates over its revenue growth, plus the sharp buildup in its remaining performance obligations, give us confidence that the company will be able to make good on its promise of sustaining 30%+ revenue growth for years to come.</p><p><blockquote>同样值得注意的是，Palantir的<b>比林斯</b>同比增长56%至3.47亿美元。Palantir的账单增长率超过其收入增长率，加上其剩余履约义务的急剧增加，让我们相信该公司将能够兑现其在未来几年维持30%以上收入增长的承诺。</blockquote></p><p> Lastly, a word on profitability. Palantir's customer growth, and at a positive contribution margin as well, has driven the company to dramatically boost its adjusted free cash flow. In Q3, adjusted FCF hit $119 million, or a ~30% adjusted FCF margin - versus cash&nbsp;<b>burn</b>&nbsp;of -$53 million in the prior-year period.</p><p><blockquote>最后，谈谈盈利能力。Palantir的客户增长以及积极的贡献率促使该公司大幅提高调整后的自由现金流。第三季度，调整后自由现金流达到1.19亿美元，调整后自由现金流利润率约为现金的30%<b>燃烧</b>去年同期为-5300万美元。</blockquote></p><p> Figure 6. Palantir FCF trends</p><p><blockquote>图6.Palantir FCF趋势</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ca53d0292b7696376d644c0d6a85e707\" tg-width=\"640\" tg-height=\"313\" width=\"100%\" height=\"auto\"><span>Source: Palantir Q3 earnings deck</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Palantir第三季度收益表</span></p></blockquote></p><p> Building on the strength in cash flow that the company has seen all year, Palantir management also increased its annual FCF guidance for FY21 to $400+ million, versus a prior outlook of just $300+ million. These moves, in my view, solidify to investors in a very risk-off market mindset that Palantir isn't just growing robustly, but also keeping profitability balance in mind.</p><p><blockquote>基于公司全年现金流的强劲势头，Palantir管理层还将2021财年的年度自由现金流指引提高至4亿多美元，而之前的预期仅为3亿多美元。在我看来，这些举措巩固了投资者非常规避风险的市场心态，即Palantir不仅增长强劲，而且还牢记盈利能力平衡。</blockquote></p><p> <b>Key takeaways</b></p><p><blockquote><b>关键要点</b></blockquote></p><p> In my view, Palantir retains a very long runway for success. The company's undisputed category leadership in big data and analytics continues to prove out new use cases for both public and private-sector teams, and the fact that Palantir can continue to grow at &gt;30% y/y despite hitting an expected ~$2 billion annual revenue run rate next year further solidifies that Palantir is a unique and rare story in the software sector. Take advantage of the ~30% correction since November to build up a well-timed position in this stock.</p><p><blockquote>在我看来，Palantir还有很长的成功之路。该公司在大数据和分析领域无可争议的类别领导地位继续为公共和私营部门团队证明新的用例，而且尽管预计年收入将达到约20亿美元，但Palantir仍能继续以30%以上的速度增长。明年的运行率进一步证实了Palantir是软件领域一个独特且罕见的故事。利用自11月以来约30%的回调，适时建仓该股。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4476170-palantir-stock-buy-the-dip-before-year-end\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4476170-palantir-stock-buy-the-dip-before-year-end","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184116002","content_text":"Summary\n\nShares of Palantir have dropped 30% since the start of November, despite a fundamental business that continues to thrive.\nIn particular, Palantir has been successful at diversifying away from government contracts, with overall commercial revenue growth accelerating in Q3 and more than doubling in the U.S.\nStill, the government business is not slacking, with the company winning recent contracts with the Air Force, Department of Health and Human Services, and National Institutes of Health.\nCash flow is also trending ahead of plan, driving the company to boost its full-year cash flow guidance by $100 million.\n\nAndreas Rentz/Getty Images Entertainment\nThe mantra of \"thinking and investing for the long term\" is a well-touted investment principle, yet rarely ever put into practice. It's also a rule that is most commonly broken in the tech sector, where investors choose their stocks primarily based on momentum and rarely based on fundamentals and value.\nSo when the great growth correction of 2021 happened in the fourth quarter this year, while many stocks certainly deserved a small correction and a breather in valuations, many high-quality names got knocked down multiple pegs far more than their fundamentals justify. In this bucket is Palantir (PLTR), the big data analytics powerhouse which has seen a tremendous correction in its share price despite a business that has never looked healthier.\nPerhaps alone among high-profile software IPOs, Palantir has had a very rocky trading journey since going public last October. Palantir took a while to get off the ground, as investors worried early on that the lack of an insider lockup period would pressure Palantir's ability to rally. The stock did end up rallying and peaked near $40 in mid-February, before proceeding to trade in a very jagged and choppy fashion throughout the rest of the year, including a ~30% decline since November alongside other tech growth stocks.\nData by YCharts\nThroughout this tumultuous time period, I've happily held onto my Palantir stock, and this company is one of the rare exceptions where I'm very bullish on a stock that is technically trading at quite expensive valuation multiples (though, with the sharp correction from February peaks, Palantir isn't trading at the egregiously expensive multiples it was trading at earlier). I continue to view Palantir as a tech mega-cap in the making, one with a powerhouse software platform that is broadly applicable across industries, and across both the public and private sectors. Currently dominant primarily in the United States, Palantir also has broadly untested expansion opportunities abroad, where innovation in big data and machine learning technologies has not quite yet matured.\nStay long here, and add to your positions in Palantir at its new lower price before year-end: in my view, Palantir is well-equipped to outperform the market indices for years to come.\nRecent wins showcase how prominent Palantir is\nBefore we get into more granular details and fundamentals, it's worthwhile to illustrate that Palantir has been busy from a go-to-market perspective. The company is always on the heels of some large, transformational deal, and the current situation is no different. In particular, the company has just recently signed a multi-year $60 million deal with the National Institutes of Health:\nFigure 1. Palantir NIH win\nSource: Palantir Q3 earnings deck\nAnd, building off the strength that Palantir has historically enjoyed with the U.S. armed forces, the company also signed a four-year $87 million deal with the Department of Veterans Affairs:\nFigure 2. Palantir VA win\nSource: Palantir Q3 earnings deck\nAnd though the large deals that Palantir showcase are typically public-sector deals, the company's commercial/enterprise sales have recently picked up steam as well, which we'll discuss in further detail in this article.\nThe bullish thesis for Palantir, revisited\nWith the recent pessimism in Palantir stock over the past two months, it can be easy for investors to forget the longer-term bullish thesis and fundamental merits that this company possesses in abundance.\nHere's a refresher of all the key reasons why this company is a superstar:\n\nBig data is a massive discipline that can be applied in nearly limitless ways.Palantir isn't a software company that serves only one or a limited set of use cases. Data and inferences that can be made from data are prevalent in just about everything: which explains why Palantir is such a powerful tool for both public and private sector clients.\nGrowth at scale.Despite being at a ~$2 billion annual revenue scale, Palantir continues to deliver 30-40% y/y revenue growth, and its long-term outlook calls for the company to be able to sustain growth rates in excess of 30% y/y through at least 2025. Few companies are able to achieve this kind of growth at scale, and it's a testament to the wide applicability of Palantir's products and the humongous clientele it has drawn (in particular, the U.S. Army).\nStepping up go-to-market momentum.Palantir is chasing growth across a wide variety of channels. The company has stepped up its sales hiring this year, a nod at the broad market opportunity it has and the need for more territory coverage. Palantir also has deepened relationships with ISVs (integrated service vendors) that can resell Palantir's products without its involvement and offer additional coverage that Palantir's direct sales force can't handle.\nOne foot in the public sector, one foot in private. Palantir made its name on being a large federal government contractor, but its products are just as compelling to an enterprise segment that is growing ever more obsessed with the value of big data. Most software companies start off as primarily dealing with enterprise buyers, and then hopefully getting FedRAMP certification to sell into public sector clients later. Palantir did the reverse: but now, its momentum with Fortune 100 companies is continuing to grow, and customer adds are continuing to trend at an impressive pace.\nFree cash flow.Though not yet profitable from a GAAP standpoint, Palantir continues to exceed internal expectations for free cash flow, which means the business is self-financing (a departure from. many other rapid-growth software companies that continue to need to raise capital to finance their losses).\n\nValuation isn't cheap, but more reasonable than in the past\nI wouldn't go so far as to say that Palantir's recent correction has left the stock at cheap levels - but for the caliber of this company's brand, plus its consistent combination of hyper-growth at scale while building up profitability and margins, I view its current valuation as quite reasonable.\nAt current share prices near $18, Palantir trades at a market cap of $35.99 billion. After netting off the $2.48 billion cash pile on its books (another reason to be bullish on Palantir: it has a load of cash and is unencumbered by debt), its resulting enterprise value is $33.51 billion.\nFor next fiscal year FY22, meanwhile, Wall Street analysts are expecting Palantir to deliver $1.98 billion in revenue, representing 30% y/y revenue growth (data from Yahoo Finance). Considering the company has committed to 30%+ annual revenue growth throughout 2022 (and this is a company that has routinely delivered well ahead of its promises), I'd say this outlook is a little dim. Yet regardless of that, at this revenue estimate Palantir trades at 16.9x EV/FY22 revenue.\nAgain, we can hardly call this cheap, and in the face of rising interest rates, certainly Palantir's prior valuation multiples in the high-20s were unsustainable. But given this company's rapid growth trajectory, I'd say the ~$18 price level still represents a great entry point for the longer-term investor.\nQ3 results showcase tremendous fundamental traction, especially in the commercial segment\nWe additionally note that Palantir's end-of-year correction has been accompanied by a continuation of its strong fundamentals. Take a look at the Q3 earnings results below:\nFigure 3. Palantir Q3 results\nSource: Palantir Q3 earnings deck\nPalantir's revenue grew at a robust 35% y/y pace to $392.1 million in the quarter, beating Wall Street's expectations of $386.6 million (+33% y/y) by a two-point margin. We note that revenue growth did decelerate versus 49% y/y growth in Q2, but that's largely due to an easier comp versus the pandemic period in Q2 of last year.\nThe major highlight in Q3 was Palantir's success in driving enterprise go-to-market. The company reported commercial revenue growth of 37% y/y in Q3 - which, despite tougher comps, represented substantial acceleration over the prior few quarters:\nFigure 4. Palantir commercial revenue trends\nSource: Palantir Q3 earnings deck\nWe note as well that when counting U.S. commercial revenue only, Palantir grew domestic enterprise revenue at a blazing 103% y/y pace.\nNote as well that as of the moment, Palantir remains a relatively early-stage enterprise software vendor with relatively few, but large customers. Q3 saw the biggest customer expansion in Palantir's history. The company added 34 net-new customers in Q3 to end the quarter at 203 total customers, which is a significant 20% expansion in the company's customer base in the space of a single quarter. Year over year, the company also boosted its commercial customer counts by 46%.\nFigure 5. Palantir customer adds\nSource: Palantir Q3 earnings deck\nRecall as well that for its enterprise customers, Palantir adopts a \"land and expand\" playbook that many SaaS companies adhere to. These customers may start off as smaller deployments that grow substantially over time.\nEqually worth noting is that Palantir's billings expanded 56% y/y to $347 million. The surplus of Palantir's billings growth rates over its revenue growth, plus the sharp buildup in its remaining performance obligations, give us confidence that the company will be able to make good on its promise of sustaining 30%+ revenue growth for years to come.\nLastly, a word on profitability. Palantir's customer growth, and at a positive contribution margin as well, has driven the company to dramatically boost its adjusted free cash flow. In Q3, adjusted FCF hit $119 million, or a ~30% adjusted FCF margin - versus cash burn of -$53 million in the prior-year period.\nFigure 6. Palantir FCF trends\nSource: Palantir Q3 earnings deck\nBuilding on the strength in cash flow that the company has seen all year, Palantir management also increased its annual FCF guidance for FY21 to $400+ million, versus a prior outlook of just $300+ million. These moves, in my view, solidify to investors in a very risk-off market mindset that Palantir isn't just growing robustly, but also keeping profitability balance in mind.\nKey takeaways\nIn my view, Palantir retains a very long runway for success. The company's undisputed category leadership in big data and analytics continues to prove out new use cases for both public and private-sector teams, and the fact that Palantir can continue to grow at >30% y/y despite hitting an expected ~$2 billion annual revenue run rate next year further solidifies that Palantir is a unique and rare story in the software sector. Take advantage of the ~30% correction since November to build up a well-timed position in this stock.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":3812,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699043198,"gmtCreate":1639728333227,"gmtModify":1639728333379,"author":{"id":"3561970400949949","authorId":"3561970400949949","name":"copycat","avatar":"https://static.tigerbbs.com/ff23b85233a021954853d2a464bdaa7e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561970400949949","idStr":"3561970400949949"},"themes":[],"htmlText":"Loong&nbsp; Nio","listText":"Loong&nbsp; Nio","text":"Loong Nio","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699043198","repostId":"2192462941","repostType":4,"isVote":1,"tweetType":1,"viewCount":3894,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690395040,"gmtCreate":1639630230901,"gmtModify":1639630230998,"author":{"id":"3561970400949949","authorId":"3561970400949949","name":"copycat","avatar":"https://static.tigerbbs.com/ff23b85233a021954853d2a464bdaa7e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561970400949949","idStr":"3561970400949949"},"themes":[],"htmlText":"EV here to stay n grow","listText":"EV here to stay n grow","text":"EV here to stay n grow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690395040","repostId":"1112201332","repostType":4,"repost":{"id":"1112201332","kind":"news","pubTimestamp":1639622944,"share":"https://www.laohu8.com/m/news/1112201332?lang=zh_CN&edition=full","pubTime":"2021-12-16 10:49","market":"us","language":"en","title":"EV Stocks Outlook for 2022: Why One Analyst Sees Investor Enthusiasm Cooling Next Year<blockquote>2022年电动汽车股展望：为什么一位分析师认为明年投资者热情会降温</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1112201332","media":"InvestorPlace","summary":"One analyst believes the outlook for electric vehicle (EV) stocks in 2022 won’t offer the same suppo","content":"<p><div> One analyst believes the outlook for electric vehicle (EV) stocks in 2022 won’t offer the same support it has during the current year. Loup Ventures analyst Gene Munster is behind the report on EV ...</p><p><blockquote><div>一位分析师认为，2022年电动汽车(EV)股票的前景不会提供与今年相同的支撑。Loup Ventures分析师Gene Munster是电动汽车报告的幕后推手...</div></blockquote></p><p>  <a href=\"https://investorplace.com/2021/12/ev-stocks-outlook-for-2022-why-one-analyst-sees-investor-enthusiasm-cooling-next-year/\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/12/ev-stocks-outlook-for-2022-why-one-analyst-sees-investor-enthusiasm-cooling-next-year/\">网页连接</a></blockquote></p><p></p>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>EV Stocks Outlook for 2022: Why One Analyst Sees Investor Enthusiasm Cooling Next Year<blockquote>2022年电动汽车股展望：为什么一位分析师认为明年投资者热情会降温</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nEV Stocks Outlook for 2022: Why One Analyst Sees Investor Enthusiasm Cooling Next Year<blockquote>2022年电动汽车股展望：为什么一位分析师认为明年投资者热情会降温</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">InvestorPlace</strong><span class=\"h-time small\">2021-12-16 10:49</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> One analyst believes the outlook for electric vehicle (EV) stocks in 2022 won’t offer the same support it has during the current year. Loup Ventures analyst Gene Munster is behind the report on EV ...</p><p><blockquote><div>一位分析师认为，2022年电动汽车(EV)股票的前景不会提供与今年相同的支撑。Loup Ventures分析师Gene Munster是电动汽车报告的幕后推手...</div></blockquote></p><p>  <a href=\"https://investorplace.com/2021/12/ev-stocks-outlook-for-2022-why-one-analyst-sees-investor-enthusiasm-cooling-next-year/\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/12/ev-stocks-outlook-for-2022-why-one-analyst-sees-investor-enthusiasm-cooling-next-year/\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://investorplace.com/2021/12/ev-stocks-outlook-for-2022-why-one-analyst-sees-investor-enthusiasm-cooling-next-year/\">InvestorPlace</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://investorplace.com/2021/12/ev-stocks-outlook-for-2022-why-one-analyst-sees-investor-enthusiasm-cooling-next-year/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112201332","content_text":"One analyst believes the outlook for electric vehicle (EV) stocks in 2022 won’t offer the same support it has during the current year.\nLoup Ventures analyst Gene Munster is behind the report on EV stocks colling off. According to him, it’s not normal for the stock market to continue trends over the course of several years. That means that EV stocks aren’t likely to maintain the same popularity in 2022 that they’ve had in 2021.\nDuring a recent interview, Munster said the following, as reported by Seeking Alpha.\n\n “It is rare that a theme that goes vertical in Year One goes vertical in a subsequent year. When I think of investing themes for 2022, I think it is unlikely that EV space has the same vertical move.”\n\nMunster specifically pointed out that this might be why Tesla(NASDAQ:TSLA) CEO Elon Musk is willing to sell shares of his stock this year. It could let him cash out some of his investment before the outlook for EV stocks slows in 2022.\nEven after saying all of that, the Loup Ventures analyst says there’s still potential for TSLA stock to grow next year. He continues to maintain an incredibly bullish $2,500 price target for the stock. Also, the analyst consensus price target is $798.24.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":3726,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607836569,"gmtCreate":1639523584357,"gmtModify":1639523586424,"author":{"id":"3561970400949949","authorId":"3561970400949949","name":"copycat","avatar":"https://static.tigerbbs.com/ff23b85233a021954853d2a464bdaa7e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561970400949949","idStr":"3561970400949949"},"themes":[],"htmlText":"Risky business&nbsp;","listText":"Risky business&nbsp;","text":"Risky business","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/607836569","repostId":"1100379665","repostType":4,"isVote":1,"tweetType":1,"viewCount":3229,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605504180,"gmtCreate":1639186949551,"gmtModify":1639186949551,"author":{"id":"3561970400949949","authorId":"3561970400949949","name":"copycat","avatar":"https://static.tigerbbs.com/ff23b85233a021954853d2a464bdaa7e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561970400949949","idStr":"3561970400949949"},"themes":[],"htmlText":"More printing insight?","listText":"More printing insight?","text":"More printing insight?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605504180","repostId":"2190967876","repostType":4,"isVote":1,"tweetType":1,"viewCount":3525,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605505873,"gmtCreate":1639186885974,"gmtModify":1639186886069,"author":{"id":"3561970400949949","authorId":"3561970400949949","name":"copycat","avatar":"https://static.tigerbbs.com/ff23b85233a021954853d2a464bdaa7e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561970400949949","idStr":"3561970400949949"},"themes":[],"htmlText":"Up up and away","listText":"Up up and away","text":"Up up and away","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605505873","repostId":"2190673267","repostType":4,"isVote":1,"tweetType":1,"viewCount":2298,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602656016,"gmtCreate":1639017911214,"gmtModify":1639017911214,"author":{"id":"3561970400949949","authorId":"3561970400949949","name":"copycat","avatar":"https://static.tigerbbs.com/ff23b85233a021954853d2a464bdaa7e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561970400949949","idStr":"3561970400949949"},"themes":[],"htmlText":"Spike up","listText":"Spike up","text":"Spike up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/602656016","repostId":"1101623303","repostType":4,"isVote":1,"tweetType":1,"viewCount":4389,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602634839,"gmtCreate":1639013303202,"gmtModify":1639013330425,"author":{"id":"3561970400949949","authorId":"3561970400949949","name":"copycat","avatar":"https://static.tigerbbs.com/ff23b85233a021954853d2a464bdaa7e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561970400949949","idStr":"3561970400949949"},"themes":[],"htmlText":"Time to move up","listText":"Time to move up","text":"Time to move up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/602634839","repostId":"2189695656","repostType":4,"isVote":1,"tweetType":1,"viewCount":2059,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606451032,"gmtCreate":1638922470166,"gmtModify":1638922470235,"author":{"id":"3561970400949949","authorId":"3561970400949949","name":"copycat","avatar":"https://static.tigerbbs.com/ff23b85233a021954853d2a464bdaa7e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561970400949949","idStr":"3561970400949949"},"themes":[],"htmlText":"Up and&nbsp; up and away","listText":"Up and&nbsp; up and away","text":"Up and up and away","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/606451032","repostId":"2189719656","repostType":4,"isVote":1,"tweetType":1,"viewCount":638,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606459489,"gmtCreate":1638922409538,"gmtModify":1638922409538,"author":{"id":"3561970400949949","authorId":"3561970400949949","name":"copycat","avatar":"https://static.tigerbbs.com/ff23b85233a021954853d2a464bdaa7e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561970400949949","idStr":"3561970400949949"},"themes":[],"htmlText":"S&amp;P to 5300","listText":"S&amp;P to 5300","text":"S&P to 5300","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/606459489","repostId":"2189655480","repostType":4,"isVote":1,"tweetType":1,"viewCount":1000,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606427583,"gmtCreate":1638922298233,"gmtModify":1638928429727,"author":{"id":"3561970400949949","authorId":"3561970400949949","name":"copycat","avatar":"https://static.tigerbbs.com/ff23b85233a021954853d2a464bdaa7e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561970400949949","idStr":"3561970400949949"},"themes":[],"htmlText":"Up STI up","listText":"Up STI up","text":"Up STI up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/606427583","repostId":"1137636769","repostType":2,"repost":{"id":"1137636769","kind":"news","pubTimestamp":1638922009,"share":"https://www.laohu8.com/m/news/1137636769?lang=zh_CN&edition=full","pubTime":"2021-12-08 08:06","market":"sg","language":"en","title":"Win Streak Expected To Continue For Singapore Stock Market<blockquote>新加坡股市预计将继续连胜</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1137636769","media":"RTTNews","summary":"The Singapore stock market has finished higher in three straight sessions, collecting almost 45 poin","content":"<p>The Singapore stock market has finished higher in three straight sessions, collecting almost 45 points or 1.4 percent along the way. The Straits Times Index now sits just above the 3,130-point plateau and it figures to add to its winnings on Tuesday.</p><p><blockquote>新加坡股市连续三个交易日收高，上涨近45点或1.4%。海峡时报指数目前略高于3,130点的高位，预计周二将进一步上涨。</blockquote></p><p> The global forecast for the Asian markets is upbeat on easing virus concerns, supported by tech and oil stocks. The European and U.S. markets were sharply higher and the Asian markets are tipped to open in similar fashion.</p><p><blockquote>在科技股和石油股的支持下，全球对亚洲市场的预测对缓解病毒担忧持乐观态度。欧洲和美国市场大幅走高，亚洲市场预计也将以类似的方式开盘。</blockquote></p><p> The STI finished modestly higher on Tuesday following gains from the financial shares and the industrial stocks.</p><p><blockquote>继金融股和工业股上涨后，海指周二小幅收高。</blockquote></p><p> For the day, the index gained 18.34 points or 0.59 percent to finish at 3,134.66 after trading between 3,120.44 and 3,138.41. Volume was 1.26 billion shares worth 1.13 billion Singapore dollars. There were 324 gainers and 159 decliners.</p><p><blockquote>当天，该指数在3,120.44点至3,138.41点之间交易后，上涨18.34点或0.59%，收于3,134.66点。成交量为12.6亿股，价值11.3亿新元。上涨324家，下跌159家。</blockquote></p><p> Among the actives, Ascendas REIT perked 0.34 percent, while City Developments accelerated 1.46 percent, Comfort DelGro sank 0.70 percent, Dairy Farm International was up 0.33 percent, DBS Group added 0.79 percent, Keppel Corp gathered 0.97 percent, Mapletree Commercial Trust rallied 0.99 percent, Oversea-Chinese Banking Corporation gained 0.62 percent, SATS jumped 1.29 percent, SembCorp Industries rose 0.50 percent, Singapore Airlines soared 2.25 percent, Singapore Exchange advanced 0.85 percent, Singapore Press Holdings increased 0.43 percent, Singapore Technologies Engineering added 0.27 percent, SingTel climbed 1.26 percent, Thai Beverage spiked 1.50 percent, United Overseas Bank collected 0.41 percent, Wilmar International improved 0.48 percent, Yangzijiang Shipbuilding surged 2.333 percent and Mapletree Logistics Trust, Genting Singapore and CapitaLand Integrated Commercial Trust were unchanged.</p><p><blockquote>活跃股中，腾飞房地产投资信托上涨0.34%，城市发展加速1.46%，康福德尔高下跌0.70%，乳业国际上涨0.33%，星展集团上涨0.79%，吉宝企业上涨0.97%，丰树商业信托上涨0.99%，华侨银行上涨0.62%，新翔集团上涨1.29%，胜科工业上涨0.50%，新加坡航空飙升2.25%，新加坡报业控股上涨0.43%，新加坡电信上涨0.26%，泰国饮料飙升1.50%，大华银行上涨0.41%，丰益国际上涨0.48%，扬子江造船飙升2.333%，丰树物流信托、云顶新加坡和凯德综合商业信托持平。</blockquote></p><p> The lead from Wall Street is broadly positive as the major averages opened sharply higher on Tuesday and stayed that way throughout the session.</p><p><blockquote>华尔街的领先优势总体上是积极的，主要股指周二大幅高开，并在整个交易日保持这种状态。</blockquote></p><p> The Dow spiked 492.40 points or 1.40 percent to finish at 35,719.43, while the NASDAQ surged 461.76 points or 3.03 percent to close at 15,686.92 and the S&amp;P 500 jumped 95.08 points or 2.07 percent to end at 4,686.75.</p><p><blockquote>道琼斯指数飙升492.40点或1.40%，收于35,719.43点；纳斯达克飙升461.76点或3.03%，收于15,686.92点；标普500上涨95.08点或2.07%，收于4,686.75点。</blockquote></p><p> Easing concerns about the impact of the Omicron variant of the coronavirus contributed to the continued strength on Wall Street. Indications the variant causes milder symptoms has helped offset worries the new strain could derail the global economic recovery.</p><p><blockquote>对冠状病毒奥密克戎变种影响的担忧有所缓解，推动了华尔街的持续走强。有迹象表明该变种会导致较轻的症状，这有助于抵消人们对新毒株可能破坏全球经济复苏的担忧。</blockquote></p><p> Intel (INTC) fueled the rally as the semiconductor giant is jumped 3.1 percent to its best closing level in well over a month. The spike by Intel comes after the company announced its intention to take its self-driving car unit Mobileye public in the U.S. in mid-2022 via an initial public offering.</p><p><blockquote>英特尔(INTC)推动了涨势，这家半导体巨头股价上涨3.1%，达到一个多月来的最佳收盘水平。英特尔股价飙升之前，该公司宣布打算于2022年中期通过首次公开募股在美国上市其自动驾驶汽车部门Mobileye。</blockquote></p><p> In U.S. economic news, the Commerce Department released a report showing the U.S. trade deficit narrowed significantly in the month of October amid a spike in the value of exports.</p><p><blockquote>美国经济消息方面，商务部发布报告显示，由于出口额飙升，美国10月份贸易逆差大幅收窄。</blockquote></p><p> Crude oil prices rose sharply on Tuesday, lifting the most active futures contracts to their highest settlement in two weeks amid rising optimism about the outlook for energy demand. West Texas Intermediate Crude oil futures for January surged $2.56 or 3.7 percent at $72.05 a barrel.</p><p><blockquote>由于对能源需求前景的乐观情绪上升，原油价格周二大幅上涨，将最活跃的期货合约提升至两周以来的最高结算水平。西德克萨斯中质原油1月期货大涨2.56美元或3.7%，报每桶72.05美元。</blockquote></p><p></p>","source":"lsy1626938412129","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>Win Streak Expected To Continue For Singapore Stock Market<blockquote>新加坡股市预计将继续连胜</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWin Streak Expected To Continue For Singapore Stock Market<blockquote>新加坡股市预计将继续连胜</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">RTTNews</strong><span class=\"h-time small\">2021-12-08 08:06</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The Singapore stock market has finished higher in three straight sessions, collecting almost 45 points or 1.4 percent along the way. The Straits Times Index now sits just above the 3,130-point plateau and it figures to add to its winnings on Tuesday.</p><p><blockquote>新加坡股市连续三个交易日收高，上涨近45点或1.4%。海峡时报指数目前略高于3,130点的高位，预计周二将进一步上涨。</blockquote></p><p> The global forecast for the Asian markets is upbeat on easing virus concerns, supported by tech and oil stocks. The European and U.S. markets were sharply higher and the Asian markets are tipped to open in similar fashion.</p><p><blockquote>在科技股和石油股的支持下，全球对亚洲市场的预测对缓解病毒担忧持乐观态度。欧洲和美国市场大幅走高，亚洲市场预计也将以类似的方式开盘。</blockquote></p><p> The STI finished modestly higher on Tuesday following gains from the financial shares and the industrial stocks.</p><p><blockquote>继金融股和工业股上涨后，海指周二小幅收高。</blockquote></p><p> For the day, the index gained 18.34 points or 0.59 percent to finish at 3,134.66 after trading between 3,120.44 and 3,138.41. Volume was 1.26 billion shares worth 1.13 billion Singapore dollars. There were 324 gainers and 159 decliners.</p><p><blockquote>当天，该指数在3,120.44点至3,138.41点之间交易后，上涨18.34点或0.59%，收于3,134.66点。成交量为12.6亿股，价值11.3亿新元。上涨324家，下跌159家。</blockquote></p><p> Among the actives, Ascendas REIT perked 0.34 percent, while City Developments accelerated 1.46 percent, Comfort DelGro sank 0.70 percent, Dairy Farm International was up 0.33 percent, DBS Group added 0.79 percent, Keppel Corp gathered 0.97 percent, Mapletree Commercial Trust rallied 0.99 percent, Oversea-Chinese Banking Corporation gained 0.62 percent, SATS jumped 1.29 percent, SembCorp Industries rose 0.50 percent, Singapore Airlines soared 2.25 percent, Singapore Exchange advanced 0.85 percent, Singapore Press Holdings increased 0.43 percent, Singapore Technologies Engineering added 0.27 percent, SingTel climbed 1.26 percent, Thai Beverage spiked 1.50 percent, United Overseas Bank collected 0.41 percent, Wilmar International improved 0.48 percent, Yangzijiang Shipbuilding surged 2.333 percent and Mapletree Logistics Trust, Genting Singapore and CapitaLand Integrated Commercial Trust were unchanged.</p><p><blockquote>活跃股中，腾飞房地产投资信托上涨0.34%，城市发展加速1.46%，康福德尔高下跌0.70%，乳业国际上涨0.33%，星展集团上涨0.79%，吉宝企业上涨0.97%，丰树商业信托上涨0.99%，华侨银行上涨0.62%，新翔集团上涨1.29%，胜科工业上涨0.50%，新加坡航空飙升2.25%，新加坡报业控股上涨0.43%，新加坡电信上涨0.26%，泰国饮料飙升1.50%，大华银行上涨0.41%，丰益国际上涨0.48%，扬子江造船飙升2.333%，丰树物流信托、云顶新加坡和凯德综合商业信托持平。</blockquote></p><p> The lead from Wall Street is broadly positive as the major averages opened sharply higher on Tuesday and stayed that way throughout the session.</p><p><blockquote>华尔街的领先优势总体上是积极的，主要股指周二大幅高开，并在整个交易日保持这种状态。</blockquote></p><p> The Dow spiked 492.40 points or 1.40 percent to finish at 35,719.43, while the NASDAQ surged 461.76 points or 3.03 percent to close at 15,686.92 and the S&amp;P 500 jumped 95.08 points or 2.07 percent to end at 4,686.75.</p><p><blockquote>道琼斯指数飙升492.40点或1.40%，收于35,719.43点；纳斯达克飙升461.76点或3.03%，收于15,686.92点；标普500上涨95.08点或2.07%，收于4,686.75点。</blockquote></p><p> Easing concerns about the impact of the Omicron variant of the coronavirus contributed to the continued strength on Wall Street. Indications the variant causes milder symptoms has helped offset worries the new strain could derail the global economic recovery.</p><p><blockquote>对冠状病毒奥密克戎变种影响的担忧有所缓解，推动了华尔街的持续走强。有迹象表明该变种会导致较轻的症状，这有助于抵消人们对新毒株可能破坏全球经济复苏的担忧。</blockquote></p><p> Intel (INTC) fueled the rally as the semiconductor giant is jumped 3.1 percent to its best closing level in well over a month. The spike by Intel comes after the company announced its intention to take its self-driving car unit Mobileye public in the U.S. in mid-2022 via an initial public offering.</p><p><blockquote>英特尔(INTC)推动了涨势，这家半导体巨头股价上涨3.1%，达到一个多月来的最佳收盘水平。英特尔股价飙升之前，该公司宣布打算于2022年中期通过首次公开募股在美国上市其自动驾驶汽车部门Mobileye。</blockquote></p><p> In U.S. economic news, the Commerce Department released a report showing the U.S. trade deficit narrowed significantly in the month of October amid a spike in the value of exports.</p><p><blockquote>美国经济消息方面，商务部发布报告显示，由于出口额飙升，美国10月份贸易逆差大幅收窄。</blockquote></p><p> Crude oil prices rose sharply on Tuesday, lifting the most active futures contracts to their highest settlement in two weeks amid rising optimism about the outlook for energy demand. West Texas Intermediate Crude oil futures for January surged $2.56 or 3.7 percent at $72.05 a barrel.</p><p><blockquote>由于对能源需求前景的乐观情绪上升，原油价格周二大幅上涨，将最活跃的期货合约提升至两周以来的最高结算水平。西德克萨斯中质原油1月期货大涨2.56美元或3.7%，报每桶72.05美元。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.rttnews.com/3247578/win-streak-expected-to-continue-for-singapore-stock-market.aspx?type=acom\">RTTNews</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STI.SI":"富时新加坡海峡指数","A17U.SI":"凯德腾飞房产信托","C09.SI":"城市发展"},"source_url":"https://www.rttnews.com/3247578/win-streak-expected-to-continue-for-singapore-stock-market.aspx?type=acom","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137636769","content_text":"The Singapore stock market has finished higher in three straight sessions, collecting almost 45 points or 1.4 percent along the way. The Straits Times Index now sits just above the 3,130-point plateau and it figures to add to its winnings on Tuesday.\n\nThe global forecast for the Asian markets is upbeat on easing virus concerns, supported by tech and oil stocks. The European and U.S. markets were sharply higher and the Asian markets are tipped to open in similar fashion.\n\nThe STI finished modestly higher on Tuesday following gains from the financial shares and the industrial stocks.\n\nFor the day, the index gained 18.34 points or 0.59 percent to finish at 3,134.66 after trading between 3,120.44 and 3,138.41. Volume was 1.26 billion shares worth 1.13 billion Singapore dollars. There were 324 gainers and 159 decliners.\n\nAmong the actives, Ascendas REIT perked 0.34 percent, while City Developments accelerated 1.46 percent, Comfort DelGro sank 0.70 percent, Dairy Farm International was up 0.33 percent, DBS Group added 0.79 percent, Keppel Corp gathered 0.97 percent, Mapletree Commercial Trust rallied 0.99 percent, Oversea-Chinese Banking Corporation gained 0.62 percent, SATS jumped 1.29 percent, SembCorp Industries rose 0.50 percent, Singapore Airlines soared 2.25 percent, Singapore Exchange advanced 0.85 percent, Singapore Press Holdings increased 0.43 percent, Singapore Technologies Engineering added 0.27 percent, SingTel climbed 1.26 percent, Thai Beverage spiked 1.50 percent, United Overseas Bank collected 0.41 percent, Wilmar International improved 0.48 percent, Yangzijiang Shipbuilding surged 2.333 percent and Mapletree Logistics Trust, Genting Singapore and CapitaLand Integrated Commercial Trust were unchanged.\n\nThe lead from Wall Street is broadly positive as the major averages opened sharply higher on Tuesday and stayed that way throughout the session.\n\nThe Dow spiked 492.40 points or 1.40 percent to finish at 35,719.43, while the NASDAQ surged 461.76 points or 3.03 percent to close at 15,686.92 and the S&P 500 jumped 95.08 points or 2.07 percent to end at 4,686.75.\n\nEasing concerns about the impact of the Omicron variant of the coronavirus contributed to the continued strength on Wall Street. Indications the variant causes milder symptoms has helped offset worries the new strain could derail the global economic recovery.\n\nIntel (INTC) fueled the rally as the semiconductor giant is jumped 3.1 percent to its best closing level in well over a month. The spike by Intel comes after the company announced its intention to take its self-driving car unit Mobileye public in the U.S. in mid-2022 via an initial public offering.\n\nIn U.S. economic news, the Commerce Department released a report showing the U.S. trade deficit narrowed significantly in the month of October amid a spike in the value of exports.\n\nCrude oil prices rose sharply on Tuesday, lifting the most active futures contracts to their highest settlement in two weeks amid rising optimism about the outlook for energy demand. West Texas Intermediate Crude oil futures for January surged $2.56 or 3.7 percent at $72.05 a barrel.","news_type":1,"symbols_score_info":{"A17U.SI":0.9,"STI.SI":0.9,"C09.SI":0.9}},"isVote":1,"tweetType":1,"viewCount":523,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608154730,"gmtCreate":1638670422733,"gmtModify":1638670422733,"author":{"id":"3561970400949949","authorId":"3561970400949949","name":"copycat","avatar":"https://static.tigerbbs.com/ff23b85233a021954853d2a464bdaa7e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561970400949949","idStr":"3561970400949949"},"themes":[],"htmlText":"Go go Tesla","listText":"Go go Tesla","text":"Go go Tesla","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/608154730","repostId":"1158981658","repostType":4,"isVote":1,"tweetType":1,"viewCount":1139,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":601348045,"gmtCreate":1638494179778,"gmtModify":1638494179778,"author":{"id":"3561970400949949","authorId":"3561970400949949","name":"copycat","avatar":"https://static.tigerbbs.com/ff23b85233a021954853d2a464bdaa7e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561970400949949","idStr":"3561970400949949"},"themes":[],"htmlText":"IPo price to delist?","listText":"IPo price to delist?","text":"IPo price to delist?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/601348045","repostId":"1101828151","repostType":2,"repost":{"id":"1101828151","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":1638493297,"share":"https://www.laohu8.com/m/news/1101828151?lang=zh_CN&edition=full","pubTime":"2021-12-03 09:01","market":"hk","language":"en","title":"DIDI prepares to delist from U.S. stocks and to list in Hong Kong.<blockquote>滴滴准备从美股退市并在香港上市。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1101828151","media":"Tiger Newspress","summary":"DIDI prepares to delist from U.S. stocks and to list in Hong Kong.\nDiDi Global Inc. (NYSE: DIDI), th","content":"<p>DIDI&nbsp;prepares to delist from U.S. stocks and&nbsp;to list in Hong Kong.</p><p><blockquote>滴滴准备从美股退市并在香港上市。</blockquote></p><p> DiDi Global Inc. (NYSE: DIDI), the world’s leading mobility technology platform, today announced that its board of directors (the “Board”) has authorized and supports the Company to undertake the necessary procedures and file the relevant application(s) for the delisting of the Company’s ADSs from the New York Stock Exchange, while ensuring that ADSs will be convertible into freely tradable shares of the Company on another internationally recognized stock exchange at the election of ADS holders.</p><p><blockquote>全球领先的移动出行技术平台滴滴出行（纽约证券交易所代码：DIDI）今天宣布，其董事会（“董事会”）已授权并支持公司履行必要程序并提交相关申请，将公司的美国存托凭证从纽约证券交易所退市，同时确保美国存托凭证可在美国存托凭证持有人选择时在另一家国际认可的证券交易所转换为公司的自由流通股份。</blockquote></p><p> The Company will organize a shareholders meeting to vote on the above matter at an appropriate time in the future, following necessary procedures. The Board has also authorized the Company to pursue a listing of its class A ordinary shares on the Main Board of the Hong Kong Stock Exchange.</p><p><blockquote>公司将在未来适当时机，按照必要程序组织召开股东大会对上述事项进行表决。董事会亦已授权本公司寻求其A类普通股于香港联交所主板上市。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>DIDI prepares to delist from U.S. stocks and to list in Hong Kong.<blockquote>滴滴准备从美股退市并在香港上市。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDIDI prepares to delist from U.S. stocks and to list in Hong Kong.<blockquote>滴滴准备从美股退市并在香港上市。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\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 smaller\">2021-12-03 09:01</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>DIDI&nbsp;prepares to delist from U.S. stocks and&nbsp;to list in Hong Kong.</p><p><blockquote>滴滴准备从美股退市并在香港上市。</blockquote></p><p> DiDi Global Inc. (NYSE: DIDI), the world’s leading mobility technology platform, today announced that its board of directors (the “Board”) has authorized and supports the Company to undertake the necessary procedures and file the relevant application(s) for the delisting of the Company’s ADSs from the New York Stock Exchange, while ensuring that ADSs will be convertible into freely tradable shares of the Company on another internationally recognized stock exchange at the election of ADS holders.</p><p><blockquote>全球领先的移动出行技术平台滴滴出行（纽约证券交易所代码：DIDI）今天宣布，其董事会（“董事会”）已授权并支持公司履行必要程序并提交相关申请，将公司的美国存托凭证从纽约证券交易所退市，同时确保美国存托凭证可在美国存托凭证持有人选择时在另一家国际认可的证券交易所转换为公司的自由流通股份。</blockquote></p><p> The Company will organize a shareholders meeting to vote on the above matter at an appropriate time in the future, following necessary procedures. The Board has also authorized the Company to pursue a listing of its class A ordinary shares on the Main Board of the Hong Kong Stock Exchange.</p><p><blockquote>公司将在未来适当时机，按照必要程序组织召开股东大会对上述事项进行表决。董事会亦已授权本公司寻求其A类普通股于香港联交所主板上市。</blockquote></p><p></p>\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":"1101828151","content_text":"DIDI prepares to delist from U.S. stocks and to list in Hong Kong.\nDiDi Global Inc. (NYSE: DIDI), the world’s leading mobility technology platform, today announced that its board of directors (the “Board”) has authorized and supports the Company to undertake the necessary procedures and file the relevant application(s) for the delisting of the Company’s ADSs from the New York Stock Exchange, while ensuring that ADSs will be convertible into freely tradable shares of the Company on another internationally recognized stock exchange at the election of ADS holders.\nThe Company will organize a shareholders meeting to vote on the above matter at an appropriate time in the future, following necessary procedures. The Board has also authorized the Company to pursue a listing of its class A ordinary shares on the Main Board of the Hong Kong Stock Exchange.","news_type":1,"symbols_score_info":{"DIDI":0.9}},"isVote":1,"tweetType":1,"viewCount":653,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603447095,"gmtCreate":1638445884382,"gmtModify":1638445884382,"author":{"id":"3561970400949949","authorId":"3561970400949949","name":"copycat","avatar":"https://static.tigerbbs.com/ff23b85233a021954853d2a464bdaa7e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561970400949949","idStr":"3561970400949949"},"themes":[],"htmlText":"Go Grab&nbsp;","listText":"Go Grab&nbsp;","text":"Go Grab","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/603447095","repostId":"1107545461","repostType":4,"repost":{"id":"1107545461","kind":"news","pubTimestamp":1638422200,"share":"https://www.laohu8.com/m/news/1107545461?lang=zh_CN&edition=full","pubTime":"2021-12-02 13:16","market":"us","language":"en","title":"Grab debuts on Nasdaq, marking biggest Southeast Asia listing<blockquote>Grab在纳斯达克首次亮相，成为东南亚最大的上市公司</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1107545461","media":"Reuters","summary":"$Grab$, Southeast Asia's biggest ride-hailing and food delivery firm,lists on Nasdaq on Thursday following its $40 billion merger with special-purpose acquisition company  $Altimeter Growth Corp$.The deal is the world's biggest ever by a blank-check company and the biggest U.S. listing by a Southeast Asian firm.Founded in 2012, Grab is Southeast Asia's largest startup, valued at just over $16 billion last year. It launched as a Malaysian taxi-hailing service and now calls itself a \"superapp\" aft","content":"<p><a href=\"https://laohu8.com/S/GRAB\">Grab</a>, Southeast Asia's biggest ride-hailing and food delivery firm,lists&nbsp;on Nasdaq on Thursday following its $40 billion merger with special-purpose acquisition company (SPAC) <a href=\"https://laohu8.com/S/AGC\">Altimeter Growth Corp</a>.</p><p><blockquote><a href=\"https://laohu8.com/S/GRAB\">抓住</a>东南亚最大的网约车和食品配送公司在以400亿美元与特殊目的收购公司(SPAC)合并后于周四在纳斯达克上市<a href=\"https://laohu8.com/S/AGC\">高度计增长公司</a>.</blockquote></p><p> The deal is the world's biggest ever by a blank-check company and the biggest U.S. listing by a Southeast Asian firm.</p><p><blockquote>这笔交易是全球有史以来最大的空白支票公司交易，也是东南亚公司在美国最大的上市交易。</blockquote></p><p> <b>WHAT IS GRAB?</b></p><p><blockquote><b>什么是GRAB？</b></blockquote></p><p> Founded in 2012, Grab is Southeast Asia's largest startup, valued at just over $16 billion last year. It launched as a Malaysian taxi-hailing service and now calls itself a \"superapp\" after expanding into food, grocery and parcel delivery and to digital payments, lending and other financial services.</p><p><blockquote>Grab成立于2012年，是东南亚最大的初创公司，去年估值略高于160亿美元。它最初是马来西亚的出租车服务，现在评级本身已经成为一个“超级应用程序”，后来扩展到食品、杂货和包裹递送以及数字支付、贷款和其他金融服务。</blockquote></p><p> Singapore-headquartered Grab operates across 465 cities in eight countries in the region, counting Indonesia as its biggest. Its venture with Singapore Telecommunications Ltd(STEL.SI)was awarded a digital bank license in Singapore last year.</p><p><blockquote>总部位于新加坡的Grab在该地区8个国家的465个城市开展业务，其中印度尼西亚是最大的城市。其与新加坡电信有限公司（STEL.SI）的合资企业去年在新加坡获得了数字银行牌照。</blockquote></p><p> Grab gained the global spotlight in 2018 when it bought the Southeast Asian business of Uber Technologies Inc(UBER.N)in return for the U.S. ride-hailing company taking a stake in Grab.</p><p><blockquote>Grab在2018年收购了Uber Technologies Inc(UBER.N)的东南亚业务，成为全球关注的焦点，以换取美国网约车公司入股Grab。</blockquote></p><p> With some 8,000 employees, Grab has tech centres in Singapore, Beijing, Seattle, Bengaluru and other places.</p><p><blockquote>Grab拥有约8000名员工，在新加坡、北京、西雅图、孟加拉鲁鲁等地设有技术中心。</blockquote></p><p> <b>WHO'S BACKING GRAB? </b></p><p><blockquote><b>世卫组织的后盾？</b></blockquote></p><p> Early investors include Japan's SoftBank, China's Didi Chuxing and venture capital firms Vertex Ventures Holdings and GGV Capital.</p><p><blockquote>早期投资者包括日本软银、中国滴滴出行以及风险投资公司Vertex Ventures Holdings和GGV Capital。</blockquote></p><p> Grab raised about $12 billion ahead of the listing. Investors range from venture and hedge funds to automobile companies and other ride-hailing firms, and include:</p><p><blockquote>Grab在上市前筹集了约120亿美元。投资者范围从风险投资和对冲基金到汽车公司和其他网约车公司，包括：</blockquote></p><p> Uber, Booking Holdings Inc, China Investment Corp, Coatue Management, Hillhouse Capital, Hyundai Motor Co, Invesco Ltd, Microsoft Corp, Ping An Capital Co, Toyota Motor Corp, and Yamaha Motor Co..</p><p><blockquote>优步、Booking Holdings Inc、中国投资公司、Coatue Management、高瓴资本、现代汽车公司、景顺有限公司、微软公司、平安资本公司、丰田汽车公司和雅马哈汽车公司..</blockquote></p><p> In the SPAC deal, about three dozen investors came on board including Temasek Holdings, BlackRock, Fidelity International, Abu Dhabi's Mubadala and Malaysia's Permodalan Nasional Bhd and Altimeter Capital.</p><p><blockquote>在SPAC交易中，大约有三打投资者加入，包括淡马锡控股、贝莱德、富达国际、阿布扎比的穆巴达拉、马来西亚的Permodalan Nasional Bhd和Altimeter Capital。</blockquote></p><p> <b>WHO'S THE COMPETITION? </b></p><p><blockquote><b>世卫组织是竞争对手？</b></blockquote></p><p> GoTo Group, formed by the merger of Indonesian ride-hailing and deliveries firm Gojek and local e-commerce leader Tokopedia is Grab's biggest competitor.</p><p><blockquote>GoTo Group由印度尼西亚叫车和送货公司Gojek和当地电子商务领导者Tokopedia合并而成，是Grab最大的竞争对手。</blockquote></p><p> Singapore-based Sea Ltd, which has e-commerce, gaming and a digital payments business, and is also muscling into food delivery and financial services in Indonesia. Sea has also won a digital bank license in Singapore.</p><p><blockquote>总部位于新加坡的Sea Ltd拥有电子商务、游戏和数字支付业务，还在印度尼西亚大力进军食品配送和金融服务领域。Sea还获得了新加坡的数字银行牌照。</blockquote></p><p> Grab is likely to increasingly start competing with banks as it expands its financial services.</p><p><blockquote>随着Grab扩大其金融服务，它可能会越来越多地开始与银行竞争。</blockquote></p><p> It also competes with such delivery companies as Foodpanda and Deliveroo PLC.</p><p><blockquote>它还与Foodpanda和户户送等快递公司竞争。</blockquote></p><p> <b>WHAT ARE GRAB'S FINANCIALS?</b></p><p><blockquote><b>GRAB的财务状况如何？</b></blockquote></p><p> Grab's third-quarter revenue fell 9% from a year earlier to $157 million. Its adjusted loss before interest, taxes, depreciation and amortization (EBITDA) widened 66% to $212 million. Gross merchandise value hit a quarterly record of $4 billion.</p><p><blockquote>Grab第三季度营收同比下降9%至1.57亿美元。其调整后的息税折旧摊销前亏损(EBITDA)扩大66%至2.12亿美元。商品总值创下40亿美元的季度纪录。</blockquote></p><p> The delivery business has emerged as the biggest segment as more consumers shifted to online food delivery during the pandemic.</p><p><blockquote>随着越来越多的消费者在疫情期间转向在线食品配送，配送业务已成为最大的细分市场。</blockquote></p><p> Grab forecasts it will turn profitable on an EBITDA basis in 2023.</p><p><blockquote>Grab预测其将于2023年在EBITDA基础上实现盈利。</blockquote></p><p> <b>WHO ARE ITS KEY EXECUTIVES?</b></p><p><blockquote><b>世卫组织是其主要高管？</b></blockquote></p><p> Anthony Tan, 39, is the company's CEO and co-founder.</p><p><blockquote>39岁的Anthony Tan是该公司的首席执行官兼联合创始人。</blockquote></p><p> Fellow co-founder Tan Hooi Ling, 38, runs Grab's operations, including corporate strategy and technology.</p><p><blockquote>38岁的联合创始人Tan Hooi Ling负责Grab的运营，包括企业战略和技术。</blockquote></p><p> Both Tans, unrelated, met at Harvard Business School, where they conceived the idea of the ride-hailing company.</p><p><blockquote>这两个没有血缘关系的人在哈佛商学院相遇，在那里他们构思了这家叫车公司的想法。</blockquote></p><p> Grab's president, Ming Maa, is a prominent dealmaker from SoftBank, who joined the company in 2016.</p><p><blockquote>Grab总裁Ming Maa是软银的著名交易撮合者，于2016年加入该公司。</blockquote></p><p> <b>Here are some milestones for the Singapore-headquartered company:</b></p><p><blockquote><b>以下是这家总部位于新加坡的公司的一些里程碑：</b></blockquote></p><p> 2011: Anthony Tan and co-founder Tan Hooi Ling create Grab in a Harvard Business School venture competition plan</p><p><blockquote>2011年：Anthony Tan和联合创始人Tan Hooi Ling在哈佛商学院创业竞赛计划中创建Grab</blockquote></p><p> 2012: Launches as MyTeksi taxi booking service in Malaysia</p><p><blockquote>2012年：在马来西亚推出MyTeksi出租车预订服务</blockquote></p><p> 2013: Expands to the Philippines, Thailand, Singapore as GrabTaxi</p><p><blockquote>2013年：作为GrabTaxi扩展到菲律宾、泰国、新加坡</blockquote></p><p> April 2014: Announces Series A funding</p><p><blockquote>2014年4月：宣布A轮融资</blockquote></p><p> June 2014: Launches in Indonesia</p><p><blockquote>2014年6月：在印度尼西亚推出</blockquote></p><p> December 2014: Japan's SoftBank&nbsp;invests $250 million in a funding round</p><p><blockquote>2014年12月：日本软银在一轮融资中投资2.5亿美元</blockquote></p><p> August 2015: Becomes a unicorn after $350 million funding round</p><p><blockquote>2015年8月：3.5亿美元融资后成为独角兽</blockquote></p><p> December 2015: Announces a strategic partnership with other ride-hailing companies Ola, Didi, and Lyft that competed against Uber</p><p><blockquote>2015年12月：宣布与其他与Uber竞争的网约车公司Ola、滴滴和Lyft建立战略合作伙伴关系</blockquote></p><p> January 2016: Rebrands to Grab from GrabTaxi to reflect expanding services</p><p><blockquote>2016年1月：从GrabTaxi更名为Grab，以反映不断扩大的服务</blockquote></p><p> November 2017: Launches GrabPay payments service for third-party transactions</p><p><blockquote>2017年11月：推出GrabPay第三方交易支付服务</blockquote></p><p> March 2018: Announces acquisition of Uber's business in Southeast Asia through an all-share deal, Uber becomes a strategic shareholder</p><p><blockquote>2018年3月：宣布通过全股交易收购Uber东南亚业务，Uber成为战略股东</blockquote></p><p> May 2018: Pilots GrabFood delivery service</p><p><blockquote>2018年5月：试点GrabFood配送服务</blockquote></p><p> July 2018: Unveils \"superapp\" strategy that provides a range of services under one platform</p><p><blockquote>2018年7月：推出“superapp”战略，在一个平台下提供一系列服务</blockquote></p><p> March 2019: Reaches valuation of about $14 billion</p><p><blockquote>2019年3月：估值达到约140亿美元</blockquote></p><p> December 2020: Wins digital full bank license in Singapore in a partnership with Singapore Telecommunications Ltd</p><p><blockquote>2020年12月：与新加坡电信有限公司合作，在新加坡获得数字全面银行牌照</blockquote></p><p></p><p> April 2021: Agrees to list on Nasdaq through a merger with special-purpose acquisition company Altimeter Growth Corp&nbsp;securing a valuation of nearly $40 billion</p><p><blockquote>2021年4月：同意通过与特殊目的收购公司Altimeter Growth Corp合并在纳斯达克上市，估值近400亿美元</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGrab debuts on Nasdaq, marking biggest Southeast Asia listing<blockquote>Grab在纳斯达克首次亮相，成为东南亚最大的上市公司</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-12-02 13:16</span>\n</p>\n</h4>\n</header>\n<article>\n<p><a href=\"https://laohu8.com/S/GRAB\">Grab</a>, Southeast Asia's biggest ride-hailing and food delivery firm,lists&nbsp;on Nasdaq on Thursday following its $40 billion merger with special-purpose acquisition company (SPAC) <a href=\"https://laohu8.com/S/AGC\">Altimeter Growth Corp</a>.</p><p><blockquote><a href=\"https://laohu8.com/S/GRAB\">抓住</a>东南亚最大的网约车和食品配送公司在以400亿美元与特殊目的收购公司(SPAC)合并后于周四在纳斯达克上市<a href=\"https://laohu8.com/S/AGC\">高度计增长公司</a>.</blockquote></p><p> The deal is the world's biggest ever by a blank-check company and the biggest U.S. listing by a Southeast Asian firm.</p><p><blockquote>这笔交易是全球有史以来最大的空白支票公司交易，也是东南亚公司在美国最大的上市交易。</blockquote></p><p> <b>WHAT IS GRAB?</b></p><p><blockquote><b>什么是GRAB？</b></blockquote></p><p> Founded in 2012, Grab is Southeast Asia's largest startup, valued at just over $16 billion last year. It launched as a Malaysian taxi-hailing service and now calls itself a \"superapp\" after expanding into food, grocery and parcel delivery and to digital payments, lending and other financial services.</p><p><blockquote>Grab成立于2012年，是东南亚最大的初创公司，去年估值略高于160亿美元。它最初是马来西亚的出租车服务，现在评级本身已经成为一个“超级应用程序”，后来扩展到食品、杂货和包裹递送以及数字支付、贷款和其他金融服务。</blockquote></p><p> Singapore-headquartered Grab operates across 465 cities in eight countries in the region, counting Indonesia as its biggest. Its venture with Singapore Telecommunications Ltd(STEL.SI)was awarded a digital bank license in Singapore last year.</p><p><blockquote>总部位于新加坡的Grab在该地区8个国家的465个城市开展业务，其中印度尼西亚是最大的城市。其与新加坡电信有限公司（STEL.SI）的合资企业去年在新加坡获得了数字银行牌照。</blockquote></p><p> Grab gained the global spotlight in 2018 when it bought the Southeast Asian business of Uber Technologies Inc(UBER.N)in return for the U.S. ride-hailing company taking a stake in Grab.</p><p><blockquote>Grab在2018年收购了Uber Technologies Inc(UBER.N)的东南亚业务，成为全球关注的焦点，以换取美国网约车公司入股Grab。</blockquote></p><p> With some 8,000 employees, Grab has tech centres in Singapore, Beijing, Seattle, Bengaluru and other places.</p><p><blockquote>Grab拥有约8000名员工，在新加坡、北京、西雅图、孟加拉鲁鲁等地设有技术中心。</blockquote></p><p> <b>WHO'S BACKING GRAB? </b></p><p><blockquote><b>世卫组织的后盾？</b></blockquote></p><p> Early investors include Japan's SoftBank, China's Didi Chuxing and venture capital firms Vertex Ventures Holdings and GGV Capital.</p><p><blockquote>早期投资者包括日本软银、中国滴滴出行以及风险投资公司Vertex Ventures Holdings和GGV Capital。</blockquote></p><p> Grab raised about $12 billion ahead of the listing. Investors range from venture and hedge funds to automobile companies and other ride-hailing firms, and include:</p><p><blockquote>Grab在上市前筹集了约120亿美元。投资者范围从风险投资和对冲基金到汽车公司和其他网约车公司，包括：</blockquote></p><p> Uber, Booking Holdings Inc, China Investment Corp, Coatue Management, Hillhouse Capital, Hyundai Motor Co, Invesco Ltd, Microsoft Corp, Ping An Capital Co, Toyota Motor Corp, and Yamaha Motor Co..</p><p><blockquote>优步、Booking Holdings Inc、中国投资公司、Coatue Management、高瓴资本、现代汽车公司、景顺有限公司、微软公司、平安资本公司、丰田汽车公司和雅马哈汽车公司..</blockquote></p><p> In the SPAC deal, about three dozen investors came on board including Temasek Holdings, BlackRock, Fidelity International, Abu Dhabi's Mubadala and Malaysia's Permodalan Nasional Bhd and Altimeter Capital.</p><p><blockquote>在SPAC交易中，大约有三打投资者加入，包括淡马锡控股、贝莱德、富达国际、阿布扎比的穆巴达拉、马来西亚的Permodalan Nasional Bhd和Altimeter Capital。</blockquote></p><p> <b>WHO'S THE COMPETITION? </b></p><p><blockquote><b>世卫组织是竞争对手？</b></blockquote></p><p> GoTo Group, formed by the merger of Indonesian ride-hailing and deliveries firm Gojek and local e-commerce leader Tokopedia is Grab's biggest competitor.</p><p><blockquote>GoTo Group由印度尼西亚叫车和送货公司Gojek和当地电子商务领导者Tokopedia合并而成，是Grab最大的竞争对手。</blockquote></p><p> Singapore-based Sea Ltd, which has e-commerce, gaming and a digital payments business, and is also muscling into food delivery and financial services in Indonesia. Sea has also won a digital bank license in Singapore.</p><p><blockquote>总部位于新加坡的Sea Ltd拥有电子商务、游戏和数字支付业务，还在印度尼西亚大力进军食品配送和金融服务领域。Sea还获得了新加坡的数字银行牌照。</blockquote></p><p> Grab is likely to increasingly start competing with banks as it expands its financial services.</p><p><blockquote>随着Grab扩大其金融服务，它可能会越来越多地开始与银行竞争。</blockquote></p><p> It also competes with such delivery companies as Foodpanda and Deliveroo PLC.</p><p><blockquote>它还与Foodpanda和户户送等快递公司竞争。</blockquote></p><p> <b>WHAT ARE GRAB'S FINANCIALS?</b></p><p><blockquote><b>GRAB的财务状况如何？</b></blockquote></p><p> Grab's third-quarter revenue fell 9% from a year earlier to $157 million. Its adjusted loss before interest, taxes, depreciation and amortization (EBITDA) widened 66% to $212 million. Gross merchandise value hit a quarterly record of $4 billion.</p><p><blockquote>Grab第三季度营收同比下降9%至1.57亿美元。其调整后的息税折旧摊销前亏损(EBITDA)扩大66%至2.12亿美元。商品总值创下40亿美元的季度纪录。</blockquote></p><p> The delivery business has emerged as the biggest segment as more consumers shifted to online food delivery during the pandemic.</p><p><blockquote>随着越来越多的消费者在疫情期间转向在线食品配送，配送业务已成为最大的细分市场。</blockquote></p><p> Grab forecasts it will turn profitable on an EBITDA basis in 2023.</p><p><blockquote>Grab预测其将于2023年在EBITDA基础上实现盈利。</blockquote></p><p> <b>WHO ARE ITS KEY EXECUTIVES?</b></p><p><blockquote><b>世卫组织是其主要高管？</b></blockquote></p><p> Anthony Tan, 39, is the company's CEO and co-founder.</p><p><blockquote>39岁的Anthony Tan是该公司的首席执行官兼联合创始人。</blockquote></p><p> Fellow co-founder Tan Hooi Ling, 38, runs Grab's operations, including corporate strategy and technology.</p><p><blockquote>38岁的联合创始人Tan Hooi Ling负责Grab的运营，包括企业战略和技术。</blockquote></p><p> Both Tans, unrelated, met at Harvard Business School, where they conceived the idea of the ride-hailing company.</p><p><blockquote>这两个没有血缘关系的人在哈佛商学院相遇，在那里他们构思了这家叫车公司的想法。</blockquote></p><p> Grab's president, Ming Maa, is a prominent dealmaker from SoftBank, who joined the company in 2016.</p><p><blockquote>Grab总裁Ming Maa是软银的著名交易撮合者，于2016年加入该公司。</blockquote></p><p> <b>Here are some milestones for the Singapore-headquartered company:</b></p><p><blockquote><b>以下是这家总部位于新加坡的公司的一些里程碑：</b></blockquote></p><p> 2011: Anthony Tan and co-founder Tan Hooi Ling create Grab in a Harvard Business School venture competition plan</p><p><blockquote>2011年：Anthony Tan和联合创始人Tan Hooi Ling在哈佛商学院创业竞赛计划中创建Grab</blockquote></p><p> 2012: Launches as MyTeksi taxi booking service in Malaysia</p><p><blockquote>2012年：在马来西亚推出MyTeksi出租车预订服务</blockquote></p><p> 2013: Expands to the Philippines, Thailand, Singapore as GrabTaxi</p><p><blockquote>2013年：作为GrabTaxi扩展到菲律宾、泰国、新加坡</blockquote></p><p> April 2014: Announces Series A funding</p><p><blockquote>2014年4月：宣布A轮融资</blockquote></p><p> June 2014: Launches in Indonesia</p><p><blockquote>2014年6月：在印度尼西亚推出</blockquote></p><p> December 2014: Japan's SoftBank&nbsp;invests $250 million in a funding round</p><p><blockquote>2014年12月：日本软银在一轮融资中投资2.5亿美元</blockquote></p><p> August 2015: Becomes a unicorn after $350 million funding round</p><p><blockquote>2015年8月：3.5亿美元融资后成为独角兽</blockquote></p><p> December 2015: Announces a strategic partnership with other ride-hailing companies Ola, Didi, and Lyft that competed against Uber</p><p><blockquote>2015年12月：宣布与其他与Uber竞争的网约车公司Ola、滴滴和Lyft建立战略合作伙伴关系</blockquote></p><p> January 2016: Rebrands to Grab from GrabTaxi to reflect expanding services</p><p><blockquote>2016年1月：从GrabTaxi更名为Grab，以反映不断扩大的服务</blockquote></p><p> November 2017: Launches GrabPay payments service for third-party transactions</p><p><blockquote>2017年11月：推出GrabPay第三方交易支付服务</blockquote></p><p> March 2018: Announces acquisition of Uber's business in Southeast Asia through an all-share deal, Uber becomes a strategic shareholder</p><p><blockquote>2018年3月：宣布通过全股交易收购Uber东南亚业务，Uber成为战略股东</blockquote></p><p> May 2018: Pilots GrabFood delivery service</p><p><blockquote>2018年5月：试点GrabFood配送服务</blockquote></p><p> July 2018: Unveils \"superapp\" strategy that provides a range of services under one platform</p><p><blockquote>2018年7月：推出“superapp”战略，在一个平台下提供一系列服务</blockquote></p><p> March 2019: Reaches valuation of about $14 billion</p><p><blockquote>2019年3月：估值达到约140亿美元</blockquote></p><p> December 2020: Wins digital full bank license in Singapore in a partnership with Singapore Telecommunications Ltd</p><p><blockquote>2020年12月：与新加坡电信有限公司合作，在新加坡获得数字全面银行牌照</blockquote></p><p></p><p> April 2021: Agrees to list on Nasdaq through a merger with special-purpose acquisition company Altimeter Growth Corp&nbsp;securing a valuation of nearly $40 billion</p><p><blockquote>2021年4月：同意通过与特殊目的收购公司Altimeter Growth Corp合并在纳斯达克上市，估值近400亿美元</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.reuters.com/markets/us/grab-debuts-nasdaq-marking-biggest-southeast-asia-listing-2021-12-02/\">Reuters</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GRAB":"Grab Holdings"},"source_url":"https://www.reuters.com/markets/us/grab-debuts-nasdaq-marking-biggest-southeast-asia-listing-2021-12-02/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107545461","content_text":"Grab, Southeast Asia's biggest ride-hailing and food delivery firm,lists on Nasdaq on Thursday following its $40 billion merger with special-purpose acquisition company (SPAC) Altimeter Growth Corp.\nThe deal is the world's biggest ever by a blank-check company and the biggest U.S. listing by a Southeast Asian firm.\nWHAT IS GRAB?\nFounded in 2012, Grab is Southeast Asia's largest startup, valued at just over $16 billion last year. It launched as a Malaysian taxi-hailing service and now calls itself a \"superapp\" after expanding into food, grocery and parcel delivery and to digital payments, lending and other financial services.\nSingapore-headquartered Grab operates across 465 cities in eight countries in the region, counting Indonesia as its biggest. Its venture with Singapore Telecommunications Ltd(STEL.SI)was awarded a digital bank license in Singapore last year.\nGrab gained the global spotlight in 2018 when it bought the Southeast Asian business of Uber Technologies Inc(UBER.N)in return for the U.S. ride-hailing company taking a stake in Grab.\nWith some 8,000 employees, Grab has tech centres in Singapore, Beijing, Seattle, Bengaluru and other places.\nWHO'S BACKING GRAB? \nEarly investors include Japan's SoftBank, China's Didi Chuxing and venture capital firms Vertex Ventures Holdings and GGV Capital.\nGrab raised about $12 billion ahead of the listing. Investors range from venture and hedge funds to automobile companies and other ride-hailing firms, and include:\nUber, Booking Holdings Inc, China Investment Corp, Coatue Management, Hillhouse Capital, Hyundai Motor Co, Invesco Ltd, Microsoft Corp, Ping An Capital Co, Toyota Motor Corp, and Yamaha Motor Co..\nIn the SPAC deal, about three dozen investors came on board including Temasek Holdings, BlackRock, Fidelity International, Abu Dhabi's Mubadala and Malaysia's Permodalan Nasional Bhd and Altimeter Capital.\nWHO'S THE COMPETITION? \nGoTo Group, formed by the merger of Indonesian ride-hailing and deliveries firm Gojek and local e-commerce leader Tokopedia is Grab's biggest competitor.\nSingapore-based Sea Ltd, which has e-commerce, gaming and a digital payments business, and is also muscling into food delivery and financial services in Indonesia. Sea has also won a digital bank license in Singapore.\nGrab is likely to increasingly start competing with banks as it expands its financial services.\nIt also competes with such delivery companies as Foodpanda and Deliveroo PLC.\nWHAT ARE GRAB'S FINANCIALS?\nGrab's third-quarter revenue fell 9% from a year earlier to $157 million. Its adjusted loss before interest, taxes, depreciation and amortization (EBITDA) widened 66% to $212 million. Gross merchandise value hit a quarterly record of $4 billion.\nThe delivery business has emerged as the biggest segment as more consumers shifted to online food delivery during the pandemic.\nGrab forecasts it will turn profitable on an EBITDA basis in 2023.\nWHO ARE ITS KEY EXECUTIVES?\nAnthony Tan, 39, is the company's CEO and co-founder.\nFellow co-founder Tan Hooi Ling, 38, runs Grab's operations, including corporate strategy and technology.\nBoth Tans, unrelated, met at Harvard Business School, where they conceived the idea of the ride-hailing company.\nGrab's president, Ming Maa, is a prominent dealmaker from SoftBank, who joined the company in 2016.\nHere are some milestones for the Singapore-headquartered company:\n2011: Anthony Tan and co-founder Tan Hooi Ling create Grab in a Harvard Business School venture competition plan\n2012: Launches as MyTeksi taxi booking service in Malaysia\n2013: Expands to the Philippines, Thailand, Singapore as GrabTaxi\nApril 2014: Announces Series A funding\nJune 2014: Launches in Indonesia\nDecember 2014: Japan's SoftBank invests $250 million in a funding round\nAugust 2015: Becomes a unicorn after $350 million funding round\nDecember 2015: Announces a strategic partnership with other ride-hailing companies Ola, Didi, and Lyft that competed against Uber\nJanuary 2016: Rebrands to Grab from GrabTaxi to reflect expanding services\nNovember 2017: Launches GrabPay payments service for third-party transactions\nMarch 2018: Announces acquisition of Uber's business in Southeast Asia through an all-share deal, Uber becomes a strategic shareholder\nMay 2018: Pilots GrabFood delivery service\nJuly 2018: Unveils \"superapp\" strategy that provides a range of services under one platform\nMarch 2019: Reaches valuation of about $14 billion\nDecember 2020: Wins digital full bank license in Singapore in a partnership with Singapore Telecommunications Ltd\nApril 2021: Agrees to list on Nasdaq through a merger with special-purpose acquisition company Altimeter Growth Corp securing a valuation of nearly $40 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like","listText":"Pls like","text":"Pls like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/609473854","repostId":"2188758534","repostType":4,"isVote":1,"tweetType":1,"viewCount":825,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":601348045,"gmtCreate":1638494179778,"gmtModify":1638494179778,"author":{"id":"3561970400949949","authorId":"3561970400949949","name":"copycat","avatar":"https://static.tigerbbs.com/ff23b85233a021954853d2a464bdaa7e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561970400949949","authorIdStr":"3561970400949949"},"themes":[],"htmlText":"IPo price to delist?","listText":"IPo price to delist?","text":"IPo price to delist?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/601348045","repostId":"1101828151","repostType":2,"repost":{"id":"1101828151","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":1638493297,"share":"https://www.laohu8.com/m/news/1101828151?lang=zh_CN&edition=full","pubTime":"2021-12-03 09:01","market":"hk","language":"en","title":"DIDI prepares to delist from U.S. stocks and to list in Hong Kong.<blockquote>滴滴准备从美股退市并在香港上市。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1101828151","media":"Tiger Newspress","summary":"DIDI prepares to delist from U.S. stocks and to list in Hong Kong.\nDiDi Global Inc. (NYSE: DIDI), th","content":"<p>DIDI&nbsp;prepares to delist from U.S. stocks and&nbsp;to list in Hong Kong.</p><p><blockquote>滴滴准备从美股退市并在香港上市。</blockquote></p><p> DiDi Global Inc. (NYSE: DIDI), the world’s leading mobility technology platform, today announced that its board of directors (the “Board”) has authorized and supports the Company to undertake the necessary procedures and file the relevant application(s) for the delisting of the Company’s ADSs from the New York Stock Exchange, while ensuring that ADSs will be convertible into freely tradable shares of the Company on another internationally recognized stock exchange at the election of ADS holders.</p><p><blockquote>全球领先的移动出行技术平台滴滴出行（纽约证券交易所代码：DIDI）今天宣布，其董事会（“董事会”）已授权并支持公司履行必要程序并提交相关申请，将公司的美国存托凭证从纽约证券交易所退市，同时确保美国存托凭证可在美国存托凭证持有人选择时在另一家国际认可的证券交易所转换为公司的自由流通股份。</blockquote></p><p> The Company will organize a shareholders meeting to vote on the above matter at an appropriate time in the future, following necessary procedures. The Board has also authorized the Company to pursue a listing of its class A ordinary shares on the Main Board of the Hong Kong Stock Exchange.</p><p><blockquote>公司将在未来适当时机，按照必要程序组织召开股东大会对上述事项进行表决。董事会亦已授权本公司寻求其A类普通股于香港联交所主板上市。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>DIDI prepares to delist from U.S. stocks and to list in Hong Kong.<blockquote>滴滴准备从美股退市并在香港上市。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDIDI prepares to delist from U.S. stocks and to list in Hong Kong.<blockquote>滴滴准备从美股退市并在香港上市。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\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 smaller\">2021-12-03 09:01</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>DIDI&nbsp;prepares to delist from U.S. stocks and&nbsp;to list in Hong Kong.</p><p><blockquote>滴滴准备从美股退市并在香港上市。</blockquote></p><p> DiDi Global Inc. (NYSE: DIDI), the world’s leading mobility technology platform, today announced that its board of directors (the “Board”) has authorized and supports the Company to undertake the necessary procedures and file the relevant application(s) for the delisting of the Company’s ADSs from the New York Stock Exchange, while ensuring that ADSs will be convertible into freely tradable shares of the Company on another internationally recognized stock exchange at the election of ADS holders.</p><p><blockquote>全球领先的移动出行技术平台滴滴出行（纽约证券交易所代码：DIDI）今天宣布，其董事会（“董事会”）已授权并支持公司履行必要程序并提交相关申请，将公司的美国存托凭证从纽约证券交易所退市，同时确保美国存托凭证可在美国存托凭证持有人选择时在另一家国际认可的证券交易所转换为公司的自由流通股份。</blockquote></p><p> The Company will organize a shareholders meeting to vote on the above matter at an appropriate time in the future, following necessary procedures. The Board has also authorized the Company to pursue a listing of its class A ordinary shares on the Main Board of the Hong Kong Stock Exchange.</p><p><blockquote>公司将在未来适当时机，按照必要程序组织召开股东大会对上述事项进行表决。董事会亦已授权本公司寻求其A类普通股于香港联交所主板上市。</blockquote></p><p></p>\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":"1101828151","content_text":"DIDI prepares to delist from U.S. stocks and to list in Hong Kong.\nDiDi Global Inc. (NYSE: DIDI), the world’s leading mobility technology platform, today announced that its board of directors (the “Board”) has authorized and supports the Company to undertake the necessary procedures and file the relevant application(s) for the delisting of the Company’s ADSs from the New York Stock Exchange, while ensuring that ADSs will be convertible into freely tradable shares of the Company on another internationally recognized stock exchange at the election of ADS holders.\nThe Company will organize a shareholders meeting to vote on the above matter at an appropriate time in the future, following necessary procedures. The Board has also authorized the Company to pursue a listing of its class A ordinary shares on the Main Board of the Hong Kong Stock Exchange.","news_type":1,"symbols_score_info":{"DIDI":0.9}},"isVote":1,"tweetType":1,"viewCount":653,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602634839,"gmtCreate":1639013303202,"gmtModify":1639013330425,"author":{"id":"3561970400949949","authorId":"3561970400949949","name":"copycat","avatar":"https://static.tigerbbs.com/ff23b85233a021954853d2a464bdaa7e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561970400949949","authorIdStr":"3561970400949949"},"themes":[],"htmlText":"Time to move up","listText":"Time to move up","text":"Time to move 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insight?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605504180","repostId":"2190967876","repostType":4,"isVote":1,"tweetType":1,"viewCount":3525,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696444969,"gmtCreate":1640756733363,"gmtModify":1640756734014,"author":{"id":"3561970400949949","authorId":"3561970400949949","name":"copycat","avatar":"https://static.tigerbbs.com/ff23b85233a021954853d2a464bdaa7e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561970400949949","authorIdStr":"3561970400949949"},"themes":[],"htmlText":"Dip before next rally","listText":"Dip before next rally","text":"Dip before next rally","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/696444969","repostId":"1186633322","repostType":4,"isVote":1,"tweetType":1,"viewCount":3828,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691514140,"gmtCreate":1640220254980,"gmtModify":1640220255053,"author":{"id":"3561970400949949","authorId":"3561970400949949","name":"copycat","avatar":"https://static.tigerbbs.com/ff23b85233a021954853d2a464bdaa7e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561970400949949","authorIdStr":"3561970400949949"},"themes":[],"htmlText":"Common prosperity?","listText":"Common prosperity?","text":"Common prosperity?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/691514140","repostId":"1113181515","repostType":2,"repost":{"id":"1113181515","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":1640219427,"share":"https://www.laohu8.com/m/news/1113181515?lang=zh_CN&edition=full","pubTime":"2021-12-23 08:30","market":"us","language":"en","title":"Tencent to declare interim dividend by way of distribution in specie of class a ordinary shares of JD.com<blockquote>腾讯控股宣布以实物分派京东A类普通股方式派发中期股息</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1113181515","media":"Tiger Newspress","summary":"Tencent announced today that it has resolved to declare a special interim dividend in the form of a ","content":"<p>Tencent announced today&nbsp;that it has resolved to declare a special interim dividend in the form of a distribution in specie of 457,326,671 Class A ordinary shares of JD.com (assuming there is no change in the total number of issued Shares from the date of this announcement to the Record Date) indirectly held by the Company through Huang River to the Shareholders whose names appear on the register of members of the Company on the Record Date in proportion to their then respective shareholdings in the Company on the basis of 1 Class A ordinary share of JD.com for every 21 Shares held by the Qualifying Shareholders, being rounded down to the nearest whole number of JD.com Shares.</p><p><blockquote>腾讯控股今日宣布，已议决以实物分派方式宣派特别中期股息457，326，671股本公司透过Huang River间接持有的京东A类普通股（假设自本公告日期至记录日期已发行股份总数并无变动）予于记录日期名列本公司股东名册的股东，基准为合资格股东每持有21股股份获发1股京东A类普通股，并向最接近的京东股份整数。</blockquote></p><p> The exact total number of the JD.com Shares to be distributed by the Company is subject to such adjustments where appropriate and necessary in order to give effect to the Distribution in Specie on the basis of 1 Class A ordinary share of JD.com for every 21 Shares held on theRecord Date and such other arrangements in relation to the Distribution in Specie as set out in this announcement.</p><p><blockquote>本公司将予分派的京东股份的确切总数可在适当及必要时作出调整，以使实物分派生效，基准为于记录日期每持有21股股份获分派1股京东A类普通股，以及本公告所载有关实物分派的其他安排。</blockquote></p><p> Non-Qualifying Shareholders will not be entitled to receive the JD.com Shares and will instead receive cash in lieu of the JD.com Shares in respect of the Shares held by them on the basis of 1 Class A ordinary share of JD.com for every 21 Shares held on the Record Date.</p><p><blockquote>非合资格股东将无权收取京东股份，而将按于记录日期每持有21股股份获发1股京东A类普通股的基准收取现金以代替其所持股份的京东股份。</blockquote></p><p> For determining entitlements to the Distribution in Specie, the register of members and transfer book of the Company will be closed from 24 January 2022, Monday to 25 January 2022, Tuesday, both days inclusive, during which period no transfer of Shares will be registered. In order to qualify for the Distribution in Specie, any document in respect of the transfer of Shares accompanied by the relevant share certificates must be lodged with the Company’s Hong Kong branch share registrar and transfer office, Computershare Hong Kong Investor Services Limited, at Shops 1712-1716, 17th Floor, Hopewell Centre, 183 Queen’s Road East, Wan Chai, Hong Kong for registration not later than 4:30 p.m. on 21 January 2022, Friday. The last day for dealing in Shares on the Stock Exchange with entitlements to the Distribution in Specie is expected to be 19 January 2022, Wednesday.</p><p><blockquote>为厘定实物分派的权利，本公司将于二零二二年一月二十四日（星期一）至二零二二年一月二十五日（星期二）（包括首尾两日）暂停办理股份过户登记及过户手续，期间将不会办理股份过户登记。为符合资格获得实物分派，任何有关股份过户的文件连同有关股票必须于2022年1月21日（星期五）下午4时30分前送达本公司的香港股份过户登记分处香港中央证券登记有限公司，地址为香港湾仔皇后大道东183号合和中心17楼1712-1716号舖，以办理过户登记。预期有权收取实物分派之股份于联交所买卖之最后日期为二零二二年一月十九日（星期三）。</blockquote></p><p> JD.com&nbsp;also&nbsp;announced&nbsp;same things.JD.com&nbsp;is aware that Tencent Holdings Limited (“Tencent”), that currently owns indirectly approximately 17.0% of the Company’s outstanding shares, announced that it will distribute approximately 460 million Class A ordinary shares of the Company owned by Tencent to its shareholders. Immediately following the distribution, Tencent’s shareholding in the Company will be approximately 2.3%, and the shareholders of Tencent who receive shares of the Company in the distribution will become the shareholders of the Company. The Company and Tencent will continue to maintain their mutually beneficial business relationship, including their ongoing strategic partnership agreement.</p><p><blockquote>京东也宣布了同样的消息。京东获悉，目前间接持有该公司约17.0%流通股的腾讯控股控股有限公司（“腾讯控股”）宣布将向其股东分配约4.6亿股A类普通股。紧随分派后，腾讯控股在公司的持股将约为2.3%，而在分派中获得公司股份的腾讯控股股东将成为公司股东。公司和腾讯控股将继续保持互利的业务关系，包括他们正在进行的战略合作伙伴协议。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tencent to declare interim dividend by way of distribution in specie of class a ordinary shares of JD.com<blockquote>腾讯控股宣布以实物分派京东A类普通股方式派发中期股息</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTencent to declare interim dividend by way of distribution in specie of class a ordinary shares of JD.com<blockquote>腾讯控股宣布以实物分派京东A类普通股方式派发中期股息</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\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 smaller\">2021-12-23 08:30</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Tencent announced today&nbsp;that it has resolved to declare a special interim dividend in the form of a distribution in specie of 457,326,671 Class A ordinary shares of JD.com (assuming there is no change in the total number of issued Shares from the date of this announcement to the Record Date) indirectly held by the Company through Huang River to the Shareholders whose names appear on the register of members of the Company on the Record Date in proportion to their then respective shareholdings in the Company on the basis of 1 Class A ordinary share of JD.com for every 21 Shares held by the Qualifying Shareholders, being rounded down to the nearest whole number of JD.com Shares.</p><p><blockquote>腾讯控股今日宣布，已议决以实物分派方式宣派特别中期股息457，326，671股本公司透过Huang River间接持有的京东A类普通股（假设自本公告日期至记录日期已发行股份总数并无变动）予于记录日期名列本公司股东名册的股东，基准为合资格股东每持有21股股份获发1股京东A类普通股，并向最接近的京东股份整数。</blockquote></p><p> The exact total number of the JD.com Shares to be distributed by the Company is subject to such adjustments where appropriate and necessary in order to give effect to the Distribution in Specie on the basis of 1 Class A ordinary share of JD.com for every 21 Shares held on theRecord Date and such other arrangements in relation to the Distribution in Specie as set out in this announcement.</p><p><blockquote>本公司将予分派的京东股份的确切总数可在适当及必要时作出调整，以使实物分派生效，基准为于记录日期每持有21股股份获分派1股京东A类普通股，以及本公告所载有关实物分派的其他安排。</blockquote></p><p> Non-Qualifying Shareholders will not be entitled to receive the JD.com Shares and will instead receive cash in lieu of the JD.com Shares in respect of the Shares held by them on the basis of 1 Class A ordinary share of JD.com for every 21 Shares held on the Record Date.</p><p><blockquote>非合资格股东将无权收取京东股份，而将按于记录日期每持有21股股份获发1股京东A类普通股的基准收取现金以代替其所持股份的京东股份。</blockquote></p><p> For determining entitlements to the Distribution in Specie, the register of members and transfer book of the Company will be closed from 24 January 2022, Monday to 25 January 2022, Tuesday, both days inclusive, during which period no transfer of Shares will be registered. In order to qualify for the Distribution in Specie, any document in respect of the transfer of Shares accompanied by the relevant share certificates must be lodged with the Company’s Hong Kong branch share registrar and transfer office, Computershare Hong Kong Investor Services Limited, at Shops 1712-1716, 17th Floor, Hopewell Centre, 183 Queen’s Road East, Wan Chai, Hong Kong for registration not later than 4:30 p.m. on 21 January 2022, Friday. The last day for dealing in Shares on the Stock Exchange with entitlements to the Distribution in Specie is expected to be 19 January 2022, Wednesday.</p><p><blockquote>为厘定实物分派的权利，本公司将于二零二二年一月二十四日（星期一）至二零二二年一月二十五日（星期二）（包括首尾两日）暂停办理股份过户登记及过户手续，期间将不会办理股份过户登记。为符合资格获得实物分派，任何有关股份过户的文件连同有关股票必须于2022年1月21日（星期五）下午4时30分前送达本公司的香港股份过户登记分处香港中央证券登记有限公司，地址为香港湾仔皇后大道东183号合和中心17楼1712-1716号舖，以办理过户登记。预期有权收取实物分派之股份于联交所买卖之最后日期为二零二二年一月十九日（星期三）。</blockquote></p><p> JD.com&nbsp;also&nbsp;announced&nbsp;same things.JD.com&nbsp;is aware that Tencent Holdings Limited (“Tencent”), that currently owns indirectly approximately 17.0% of the Company’s outstanding shares, announced that it will distribute approximately 460 million Class A ordinary shares of the Company owned by Tencent to its shareholders. Immediately following the distribution, Tencent’s shareholding in the Company will be approximately 2.3%, and the shareholders of Tencent who receive shares of the Company in the distribution will become the shareholders of the Company. The Company and Tencent will continue to maintain their mutually beneficial business relationship, including their ongoing strategic partnership agreement.</p><p><blockquote>京东也宣布了同样的消息。京东获悉，目前间接持有该公司约17.0%流通股的腾讯控股控股有限公司（“腾讯控股”）宣布将向其股东分配约4.6亿股A类普通股。紧随分派后，腾讯控股在公司的持股将约为2.3%，而在分派中获得公司股份的腾讯控股股东将成为公司股东。公司和腾讯控股将继续保持互利的业务关系，包括他们正在进行的战略合作伙伴协议。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"00700":"腾讯控股","09618":"京东集团-SW","TCEHY":"腾讯控股ADR","JD":"京东"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113181515","content_text":"Tencent announced today that it has resolved to declare a special interim dividend in the form of a distribution in specie of 457,326,671 Class A ordinary shares of JD.com (assuming there is no change in the total number of issued Shares from the date of this announcement to the Record Date) indirectly held by the Company through Huang River to the Shareholders whose names appear on the register of members of the Company on the Record Date in proportion to their then respective shareholdings in the Company on the basis of 1 Class A ordinary share of JD.com for every 21 Shares held by the Qualifying Shareholders, being rounded down to the nearest whole number of JD.com Shares.\nThe exact total number of the JD.com Shares to be distributed by the Company is subject to such adjustments where appropriate and necessary in order to give effect to the Distribution in Specie on the basis of 1 Class A ordinary share of JD.com for every 21 Shares held on theRecord Date and such other arrangements in relation to the Distribution in Specie as set out in this announcement.\nNon-Qualifying Shareholders will not be entitled to receive the JD.com Shares and will instead receive cash in lieu of the JD.com Shares in respect of the Shares held by them on the basis of 1 Class A ordinary share of JD.com for every 21 Shares held on the Record Date.\nFor determining entitlements to the Distribution in Specie, the register of members and transfer book of the Company will be closed from 24 January 2022, Monday to 25 January 2022, Tuesday, both days inclusive, during which period no transfer of Shares will be registered. In order to qualify for the Distribution in Specie, any document in respect of the transfer of Shares accompanied by the relevant share certificates must be lodged with the Company’s Hong Kong branch share registrar and transfer office, Computershare Hong Kong Investor Services Limited, at Shops 1712-1716, 17th Floor, Hopewell Centre, 183 Queen’s Road East, Wan Chai, Hong Kong for registration not later than 4:30 p.m. on 21 January 2022, Friday. The last day for dealing in Shares on the Stock Exchange with entitlements to the Distribution in Specie is expected to be 19 January 2022, Wednesday.\nJD.com also announced same things.JD.com is aware that Tencent Holdings Limited (“Tencent”), that currently owns indirectly approximately 17.0% of the Company’s outstanding shares, announced that it will distribute approximately 460 million Class A ordinary shares of the Company owned by Tencent to its shareholders. Immediately following the distribution, Tencent’s shareholding in the Company will be approximately 2.3%, and the shareholders of Tencent who receive shares of the Company in the distribution will become the shareholders of the Company. The Company and Tencent will continue to maintain their mutually beneficial business relationship, including their ongoing strategic partnership agreement.","news_type":1,"symbols_score_info":{"JD":0.9,"00700":0.9,"09618":0.9,"TCEHY":0.9}},"isVote":1,"tweetType":1,"viewCount":4670,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691370507,"gmtCreate":1640141983314,"gmtModify":1640141985281,"author":{"id":"3561970400949949","authorId":"3561970400949949","name":"copycat","avatar":"https://static.tigerbbs.com/ff23b85233a021954853d2a464bdaa7e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561970400949949","authorIdStr":"3561970400949949"},"themes":[],"htmlText":"Sleeping giant awaken?","listText":"Sleeping giant awaken?","text":"Sleeping giant awaken?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/691370507","repostId":"1184116002","repostType":4,"repost":{"id":"1184116002","kind":"news","pubTimestamp":1640140972,"share":"https://www.laohu8.com/m/news/1184116002?lang=zh_CN&edition=full","pubTime":"2021-12-22 10:42","market":"us","language":"en","title":"Palantir: Buy The Dip Before Year-End<blockquote>Palantir：年底前逢低买入</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1184116002","media":"Seeking Alpha","summary":"Summary\n\nShares of Palantir have dropped 30% since the start of November, despite a fundamental busi","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Shares of Palantir have dropped 30% since the start of November, despite a fundamental business that continues to thrive.</li>  <li>In particular, Palantir has been successful at diversifying away from government contracts, with overall commercial revenue growth accelerating in Q3 and more than doubling in the U.S.</li>  <li>Still, the government business is not slacking, with the company winning recent contracts with the Air Force, Department of Health and Human Services, and National Institutes of Health.</li>  <li>Cash flow is also trending ahead of plan, driving the company to boost its full-year cash flow guidance by $100 million.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d27ed9cd275848c088c2f7966c6a9b0c\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>Andreas Rentz/Getty Images Entertainment</span></p><p><blockquote><ul><li>尽管Palantir的基本业务持续蓬勃发展，但其股价自11月初以来已下跌30%。</li><li>特别是，Palantir在实现政府合同多元化方面取得了成功，第三季度整体商业收入增长加速，在美国增长了一倍多。</li><li>尽管如此，政府业务并没有懈怠，该公司最近赢得了空军、卫生与公众服务部以及美国国立卫生研究院的合同。</li><li>现金流的趋势也提前于计划，促使该公司将全年现金流指引提高了1亿美元。</li></ul><p class=\"t-img-caption\"><span>安德烈亚斯·伦茨/盖蒂图片社娱乐</span></p></blockquote></p><p> The mantra of \"thinking and investing for the long term\" is a well-touted investment principle, yet rarely ever put into practice. It's also a rule that is most commonly broken in the tech sector, where investors choose their stocks primarily based on momentum and rarely based on fundamentals and value.</p><p><blockquote>“长期思考和投资”是一个广为人知的投资原则，但很少付诸实践。这也是科技行业最常被打破的规则，投资者主要根据动量选择股票，很少根据基本面和价值。</blockquote></p><p> So when the great growth correction of 2021 happened in the fourth quarter this year, while many stocks certainly deserved a small correction and a breather in valuations, many high-quality names got knocked down multiple pegs far more than their fundamentals justify. In this bucket is Palantir (PLTR), the big data analytics powerhouse which has seen a tremendous correction in its share price despite a business that has never looked healthier.</p><p><blockquote>因此，当2021年的巨大增长调整发生在今年第四季度时，虽然许多股票确实值得小幅调整和估值喘息，但许多优质股票的多个挂钩被击倒，远远超出了其基本面的合理性。其中包括大数据分析巨头Palantir(PLTR)，尽管其业务看起来从未如此健康，但其股价却出现了巨大的调整。</blockquote></p><p> Perhaps alone among high-profile software IPOs, Palantir has had a very rocky trading journey since going public last October. Palantir took a while to get off the ground, as investors worried early on that the lack of an insider lockup period would pressure Palantir's ability to rally. The stock did end up rallying and peaked near $40 in mid-February, before proceeding to trade in a very jagged and choppy fashion throughout the rest of the year, including a ~30% decline since November alongside other tech growth stocks.</p><p><blockquote>Palantir也许是唯一一家备受瞩目的软件IPO，自去年10月上市以来，Palantir的交易历程非常坎坷。Palantir花了一段时间才起步，因为投资者很早就担心缺乏内部锁定期会给Palantir的反弹能力带来压力。该股最终确实反弹并在2月中旬达到接近40美元的峰值，然后在今年剩余时间里以非常参差不齐和波动的方式进行交易，其中自11月以来与其他科技成长股一起下跌了约30%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/28dd4c60f2471cddc190b107c562cb57\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> Throughout this tumultuous time period, I've happily held onto my Palantir stock, and this company is one of the rare exceptions where I'm&nbsp;<b>very bullish</b>&nbsp;on a stock that is technically trading at quite expensive valuation multiples (though, with the sharp correction from February peaks, Palantir isn't trading at the egregiously expensive multiples it was trading at earlier). I continue to view Palantir as a tech mega-cap in the making, one with a powerhouse software platform that is broadly applicable across industries, and across both the public and private sectors. Currently dominant primarily in the United States, Palantir also has broadly untested expansion opportunities abroad, where innovation in big data and machine learning technologies has not quite yet matured.</p><p><blockquote>在这段动荡的时期，我很高兴地持有我的Palantir股票，这家公司是我所处的罕见例外之一<b>非常看涨</b>从技术上讲，这只股票的估值倍数相当昂贵（不过，随着从2月份峰值的大幅回调，Palantir的交易市盈率并没有像之前那样高得惊人）。我仍然认为Palantir是一家正在崛起的科技巨头，拥有强大的软件平台，可广泛适用于各行业、公共和私营部门。Palantir目前主要在美国占据主导地位，但在国外也有未经考验的扩张机会，那里的大数据和机器学习技术创新尚未完全成熟。</blockquote></p><p> Stay long here, and add to your positions in Palantir at its new lower price before year-end: in my view, Palantir is well-equipped to outperform the market indices for years to come.</p><p><blockquote>在这里做多，并在年底前以新的较低价格增持Palantir：在我看来，Palantir完全有能力在未来几年跑赢市场指数。</blockquote></p><p> <b>Recent wins showcase how prominent Palantir is</b></p><p><blockquote><b>最近的胜利展示了Palantir的突出地位</b></blockquote></p><p> Before we get into more granular details and fundamentals, it's worthwhile to illustrate that Palantir has been busy from a go-to-market perspective. The company is always on the heels of some large, transformational deal, and the current situation is no different. In particular, the company has just recently signed a multi-year $60 million deal with the National Institutes of Health:</p><p><blockquote>在我们深入了解更详细的细节和基本面之前，有必要说明Palantir从上市的角度一直很忙。该公司总是紧跟一些大型转型交易，目前的情况也不例外。特别是，该公司最近刚刚与美国国立卫生研究院签署了一项价值6000万美元的多年期协议：</blockquote></p><p> Figure 1. Palantir NIH win</p><p><blockquote>图1。Palantir赢了</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/db52b9f945c292c1b56f4d6b0a3ed00d\" tg-width=\"640\" tg-height=\"306\" width=\"100%\" height=\"auto\"><span>Source: Palantir Q3 earnings deck</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Palantir第三季度收益表</span></p></blockquote></p><p> And, building off the strength that Palantir has historically enjoyed with the U.S. armed forces, the company also signed a four-year $87 million deal with the Department of Veterans Affairs:</p><p><blockquote>此外，在Palantir历史上在美国武装部队中享有的优势的基础上，该公司还与退伍军人事务部签署了一项为期四年、价值8700万美元的协议：</blockquote></p><p> Figure 2. Palantir VA win</p><p><blockquote>图2。Palantir和win</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/905489ce382c58d0ea9896420a67ce9a\" tg-width=\"640\" tg-height=\"301\" width=\"100%\" height=\"auto\"><span>Source: Palantir Q3 earnings deck</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Palantir第三季度收益表</span></p></blockquote></p><p> And though the large deals that Palantir showcase are typically public-sector deals, the company's commercial/enterprise sales have recently picked up steam as well, which we'll discuss in further detail in this article.</p><p><blockquote>尽管Palantir展示的大型交易通常是公共部门交易，但该公司的商业/企业销售最近也有所增长，我们将在本文中进一步详细讨论这一点。</blockquote></p><p> <b>The bullish thesis for Palantir, revisited</b></p><p><blockquote><b>重新审视Palantir的看涨论点</b></blockquote></p><p> With the recent pessimism in Palantir stock over the past two months, it can be easy for investors to forget the longer-term bullish thesis and fundamental merits that this company possesses in abundance.</p><p><blockquote>随着过去两个月Palantir股票的悲观情绪，投资者很容易忘记该公司拥有的长期看涨论点和基本优势。</blockquote></p><p></p><p> Here's a refresher of all the key reasons why this company is a superstar:</p><p><blockquote>以下是该公司成为超级明星的所有关键原因的回顾：</blockquote></p><p> <ul>  <li><b>Big data is a massive discipline that can be applied in nearly limitless ways.</b>Palantir isn't a software company that serves only one or a limited set of use cases. Data and inferences that can be made from data are prevalent in just about everything: which explains why Palantir is such a powerful tool for both public and private sector clients.</li>  <li><b>Growth at scale.</b>Despite being at a ~$2 billion annual revenue scale, Palantir continues to deliver 30-40% y/y revenue growth, and its long-term outlook calls for the company to be able to sustain growth rates in excess of 30% y/y through at least 2025. Few companies are able to achieve this kind of growth at scale, and it's a testament to the wide applicability of Palantir's products and the humongous clientele it has drawn (in particular, the U.S. Army).</li>  <li><b>Stepping up go-to-market momentum.</b>Palantir is chasing growth across a wide variety of channels. The company has stepped up its sales hiring this year, a nod at the broad market opportunity it has and the need for more territory coverage. Palantir also has deepened relationships with ISVs (integrated service vendors) that can resell Palantir's products without its involvement and offer additional coverage that Palantir's direct sales force can't handle.</li>  <li><b>One foot in the public sector, one foot in private</b>. Palantir made its name on being a large federal government contractor, but its products are just as compelling to an enterprise segment that is growing ever more obsessed with the value of big data. Most software companies start off as primarily dealing with enterprise buyers, and then hopefully getting FedRAMP certification to sell into public sector clients later. Palantir did the reverse: but now, its momentum with Fortune 100 companies is continuing to grow, and customer adds are continuing to trend at an impressive pace.</li>  <li><b>Free cash flow.</b>Though not yet profitable from a GAAP standpoint, Palantir continues to exceed internal expectations for free cash flow, which means the business is self-financing (a departure from. many other rapid-growth software companies that continue to need to raise capital to finance their losses).</li> </ul> <b>Valuation isn't cheap, but more reasonable than in the past</b></p><p><blockquote><ul><li><b>大数据是一门庞大的学科，几乎可以以无限的方式应用。</b>Palantir不是一家只提供一个或有限组用例服务的软件公司。数据和可以从数据中得出的推论几乎在所有事物中都很普遍：这解释了为什么Palantir对于公共和私营部门客户来说都是如此强大的工具。</li><li><b>规模增长。</b>尽管年收入规模约为20亿美元，Palantir的收入仍继续实现30-40%的同比增长，其长期前景评级是该公司能够维持超过30%的同比增长率。至少到2025年。很少有公司能够实现这种大规模增长，这证明了Palantir产品的广泛适用性及其吸引的庞大客户（特别是美国陆军）。</li><li><b>加大上市势头。</b>Palantir正在通过多种渠道追求增长。该公司今年加大了销售招聘力度，这是对其广阔市场机会和更多区域覆盖需求的认可。Palantir还加深了与ISV（综合服务供应商）的关系，这些供应商可以在没有其参与的情况下转售Palantir的产品，并提供Palantir直销人员无法处理的额外覆盖范围。</li><li><b>一只脚在公共部门，一只脚在私营部门</b>.Palantir因作为大型联邦政府承包商而闻名，但其产品对于越来越痴迷于大数据价值的企业部门来说同样具有吸引力。大多数软件公司一开始主要与企业买家打交道，然后希望获得FedRAMP认证，然后销售给公共部门客户。Palantir的做法恰恰相反：但现在，它在财富100强公司中的势头正在持续增长，客户数量继续以令人印象深刻的速度增长。</li><li><b>自由现金流。</b>尽管从GAAP的角度来看尚未盈利，但Palantir继续超出内部对自由现金流的预期，这意味着该业务是自筹资金的（与许多其他快速增长的软件公司不同，这些公司继续需要筹集资金来弥补损失）。</li></ul><b>估值并不便宜，但比过去更合理</b></blockquote></p><p> I wouldn't go so far as to say that Palantir's recent correction has left the stock at cheap levels - but for the caliber of this company's brand, plus its consistent combination of hyper-growth at scale while building up profitability and margins, I view its current valuation as quite reasonable.</p><p><blockquote>我不会说Palantir最近的调整使该股处于廉价水平，但考虑到该公司品牌的质量，加上其大规模高速增长同时提高盈利能力和利润率的持续组合，我认为其目前的估值相当合理。</blockquote></p><p> At current share prices near $18, Palantir trades at a market cap of $35.99 billion. After netting off the $2.48 billion cash pile on its books (another reason to be bullish on Palantir: it has a load of cash and is unencumbered by debt), its resulting&nbsp;<b>enterprise value is $33.51 billion.</b></p><p><blockquote>按目前接近18美元的股价计算，Palantir的市值为359.9亿美元。在扣除其账面上24.8亿美元的现金后（看好Palantir的另一个原因：它拥有大量现金并且不受债务负担），其结果<b>企业价值为335.1亿美元。</b></blockquote></p><p> For next fiscal year FY22, meanwhile, Wall Street analysts are expecting Palantir to deliver $1.98 billion in revenue, representing 30% y/y revenue growth (data from&nbsp;Yahoo Finance). Considering the company has committed to 30%+ annual revenue growth throughout 2022 (and this is a company that has routinely delivered well ahead of its promises), I'd say this outlook is a little dim. Yet regardless of that, at this revenue estimate Palantir trades at&nbsp;<b>16.9x EV/FY22 revenue.</b></p><p><blockquote>与此同时，华尔街分析师预计Palantir下一财年（2022财年）的收入将达到19.8亿美元，同比增长30%（数据来自雅虎财经）。考虑到该公司承诺在2022年全年实现30%以上的年收入增长（而且这家公司通常远远提前兑现承诺），我想说这种前景有点暗淡。但尽管如此，根据这一收入估计，Palantir的交易价格为<b>EV/22财年收入的16.9倍。</b></blockquote></p><p> Again, we can hardly call this cheap, and in the face of rising interest rates, certainly Palantir's prior valuation multiples in the high-20s were unsustainable. But given this company's rapid growth trajectory, I'd say the ~$18 price level still represents a great entry point for the longer-term investor.</p><p><blockquote>再说一次，我们很难做到如此便宜的看涨期权，而且面对利率上升，Palantir之前20多岁的估值倍数肯定是不可持续的。但考虑到这家公司的快速增长轨迹，我认为18美元左右的价格水平对于长期投资者来说仍然是一个很好的切入点。</blockquote></p><p> <b>Q3 results showcase tremendous fundamental traction, especially in the commercial segment</b></p><p><blockquote><b>第三季度业绩展示了巨大的基本面吸引力，尤其是在商业领域</b></blockquote></p><p> We additionally note that Palantir's end-of-year correction has been accompanied by a continuation of its strong fundamentals. Take a look at the Q3 earnings results below:</p><p><blockquote>我们还注意到，Palantir的年底调整伴随着其强劲基本面的延续。看看下面的第三季度盈利结果：</blockquote></p><p> Figure 3. Palantir Q3 results</p><p><blockquote>图3.Palantir第三季度业绩</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e606183fac49ce4616a25d86d7fac0cf\" tg-width=\"640\" tg-height=\"585\" width=\"100%\" height=\"auto\"><span>Source: Palantir Q3 earnings deck</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Palantir第三季度收益表</span></p></blockquote></p><p> Palantir's revenue grew at a robust 35% y/y pace to $392.1 million in the quarter, beating Wall Street's expectations of $386.6 million (+33% y/y) by a two-point margin. We note that revenue growth did decelerate versus 49% y/y growth in Q2, but that's largely due to an easier comp versus the pandemic period in Q2 of last year.</p><p><blockquote>Palantir本季度收入同比强劲增长35%，达到3.921亿美元，比华尔街预期的3.866亿美元（同比增长33%）高出两个百分点。我们注意到，与第二季度49%的同比增长相比，收入增长确实有所放缓，但这主要是由于与去年第二季度的大流行期间相比，收入增长更容易。</blockquote></p><p> The major highlight in Q3 was Palantir's success in driving enterprise go-to-market. The company reported commercial revenue growth of 37% y/y in Q3 - which, despite tougher comps, represented substantial acceleration over the prior few quarters:</p><p><blockquote>第三季度的主要亮点是Palantir在推动企业上市方面的成功。该公司报告称，第三季度商业收入同比增长37%，尽管竞争更加激烈，但仍较前几个季度大幅加速：</blockquote></p><p> Figure 4. Palantir commercial revenue trends</p><p><blockquote>图4.Palantir商业收入趋势</blockquote></p><p></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9ad4016e482cb4fc94422618c18cd3a0\" tg-width=\"640\" tg-height=\"398\" width=\"100%\" height=\"auto\"><span>Source: Palantir Q3 earnings deck</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Palantir第三季度收益表</span></p></blockquote></p><p> We note as well that when counting U.S. commercial revenue only, Palantir grew domestic enterprise revenue at a blazing&nbsp;<b>103% y/y pace.</b></p><p><blockquote>我们还注意到，仅计算美国商业收入时，Palantir国内企业收入增长迅猛<b>同比增长103%。</b></blockquote></p><p> Note as well that as of the moment, Palantir remains a relatively early-stage enterprise software vendor with relatively few, but large customers. Q3 saw the biggest customer expansion in Palantir's history. The company added 34 net-new customers in Q3 to end the quarter at 203 total customers, which is a significant 20% expansion in the company's customer base in the space of a single quarter. Year over year, the company also boosted its commercial customer counts by 46%.</p><p><blockquote>另请注意，截至目前，Palantir仍然是一家相对早期的企业软件供应商，客户相对较少，但规模较大。第三季度见证了Palantir历史上最大的客户扩张。该公司在第三季度净增加了34个新客户，使该季度末客户总数达到203个，这使得该公司的客户群在一个季度内大幅增长了20%。与去年同期相比，该公司的商业客户数量也增加了46%。</blockquote></p><p> Figure 5. Palantir customer adds</p><p><blockquote>图5.Palantir客户补充道</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2c334545c0f1a8387eead268cc0ce5f1\" tg-width=\"640\" tg-height=\"306\" width=\"100%\" height=\"auto\"><span>Source: Palantir Q3 earnings deck</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Palantir第三季度收益表</span></p></blockquote></p><p> Recall as well that for its enterprise customers, Palantir adopts a \"land and expand\" playbook that many SaaS companies adhere to. These customers may start off as smaller deployments that grow substantially over time.</p><p><blockquote>还请记住，对于其企业客户，Palantir采用了许多SaaS公司都坚持的“登陆并扩张”策略。这些客户可能从较小的部署开始，随着时间的推移会大幅增长。</blockquote></p><p> Equally worth noting is that Palantir's&nbsp;<b>billings</b>&nbsp;expanded 56% y/y to $347 million. The surplus of Palantir's billings growth rates over its revenue growth, plus the sharp buildup in its remaining performance obligations, give us confidence that the company will be able to make good on its promise of sustaining 30%+ revenue growth for years to come.</p><p><blockquote>同样值得注意的是，Palantir的<b>比林斯</b>同比增长56%至3.47亿美元。Palantir的账单增长率超过其收入增长率，加上其剩余履约义务的急剧增加，让我们相信该公司将能够兑现其在未来几年维持30%以上收入增长的承诺。</blockquote></p><p> Lastly, a word on profitability. Palantir's customer growth, and at a positive contribution margin as well, has driven the company to dramatically boost its adjusted free cash flow. In Q3, adjusted FCF hit $119 million, or a ~30% adjusted FCF margin - versus cash&nbsp;<b>burn</b>&nbsp;of -$53 million in the prior-year period.</p><p><blockquote>最后，谈谈盈利能力。Palantir的客户增长以及积极的贡献率促使该公司大幅提高调整后的自由现金流。第三季度，调整后自由现金流达到1.19亿美元，调整后自由现金流利润率约为现金的30%<b>燃烧</b>去年同期为-5300万美元。</blockquote></p><p> Figure 6. Palantir FCF trends</p><p><blockquote>图6.Palantir FCF趋势</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ca53d0292b7696376d644c0d6a85e707\" tg-width=\"640\" tg-height=\"313\" width=\"100%\" height=\"auto\"><span>Source: Palantir Q3 earnings deck</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Palantir第三季度收益表</span></p></blockquote></p><p> Building on the strength in cash flow that the company has seen all year, Palantir management also increased its annual FCF guidance for FY21 to $400+ million, versus a prior outlook of just $300+ million. These moves, in my view, solidify to investors in a very risk-off market mindset that Palantir isn't just growing robustly, but also keeping profitability balance in mind.</p><p><blockquote>基于公司全年现金流的强劲势头，Palantir管理层还将2021财年的年度自由现金流指引提高至4亿多美元，而之前的预期仅为3亿多美元。在我看来，这些举措巩固了投资者非常规避风险的市场心态，即Palantir不仅增长强劲，而且还牢记盈利能力平衡。</blockquote></p><p> <b>Key takeaways</b></p><p><blockquote><b>关键要点</b></blockquote></p><p> In my view, Palantir retains a very long runway for success. The company's undisputed category leadership in big data and analytics continues to prove out new use cases for both public and private-sector teams, and the fact that Palantir can continue to grow at &gt;30% y/y despite hitting an expected ~$2 billion annual revenue run rate next year further solidifies that Palantir is a unique and rare story in the software sector. Take advantage of the ~30% correction since November to build up a well-timed position in this stock.</p><p><blockquote>在我看来，Palantir还有很长的成功之路。该公司在大数据和分析领域无可争议的类别领导地位继续为公共和私营部门团队证明新的用例，而且尽管预计年收入将达到约20亿美元，但Palantir仍能继续以30%以上的速度增长。明年的运行率进一步证实了Palantir是软件领域一个独特且罕见的故事。利用自11月以来约30%的回调，适时建仓该股。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir: Buy The Dip Before Year-End<blockquote>Palantir：年底前逢低买入</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir: Buy The Dip Before Year-End<blockquote>Palantir：年底前逢低买入</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-12-22 10:42</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Shares of Palantir have dropped 30% since the start of November, despite a fundamental business that continues to thrive.</li>  <li>In particular, Palantir has been successful at diversifying away from government contracts, with overall commercial revenue growth accelerating in Q3 and more than doubling in the U.S.</li>  <li>Still, the government business is not slacking, with the company winning recent contracts with the Air Force, Department of Health and Human Services, and National Institutes of Health.</li>  <li>Cash flow is also trending ahead of plan, driving the company to boost its full-year cash flow guidance by $100 million.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d27ed9cd275848c088c2f7966c6a9b0c\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>Andreas Rentz/Getty Images Entertainment</span></p><p><blockquote><ul><li>尽管Palantir的基本业务持续蓬勃发展，但其股价自11月初以来已下跌30%。</li><li>特别是，Palantir在实现政府合同多元化方面取得了成功，第三季度整体商业收入增长加速，在美国增长了一倍多。</li><li>尽管如此，政府业务并没有懈怠，该公司最近赢得了空军、卫生与公众服务部以及美国国立卫生研究院的合同。</li><li>现金流的趋势也提前于计划，促使该公司将全年现金流指引提高了1亿美元。</li></ul><p class=\"t-img-caption\"><span>安德烈亚斯·伦茨/盖蒂图片社娱乐</span></p></blockquote></p><p> The mantra of \"thinking and investing for the long term\" is a well-touted investment principle, yet rarely ever put into practice. It's also a rule that is most commonly broken in the tech sector, where investors choose their stocks primarily based on momentum and rarely based on fundamentals and value.</p><p><blockquote>“长期思考和投资”是一个广为人知的投资原则，但很少付诸实践。这也是科技行业最常被打破的规则，投资者主要根据动量选择股票，很少根据基本面和价值。</blockquote></p><p> So when the great growth correction of 2021 happened in the fourth quarter this year, while many stocks certainly deserved a small correction and a breather in valuations, many high-quality names got knocked down multiple pegs far more than their fundamentals justify. In this bucket is Palantir (PLTR), the big data analytics powerhouse which has seen a tremendous correction in its share price despite a business that has never looked healthier.</p><p><blockquote>因此，当2021年的巨大增长调整发生在今年第四季度时，虽然许多股票确实值得小幅调整和估值喘息，但许多优质股票的多个挂钩被击倒，远远超出了其基本面的合理性。其中包括大数据分析巨头Palantir(PLTR)，尽管其业务看起来从未如此健康，但其股价却出现了巨大的调整。</blockquote></p><p> Perhaps alone among high-profile software IPOs, Palantir has had a very rocky trading journey since going public last October. Palantir took a while to get off the ground, as investors worried early on that the lack of an insider lockup period would pressure Palantir's ability to rally. The stock did end up rallying and peaked near $40 in mid-February, before proceeding to trade in a very jagged and choppy fashion throughout the rest of the year, including a ~30% decline since November alongside other tech growth stocks.</p><p><blockquote>Palantir也许是唯一一家备受瞩目的软件IPO，自去年10月上市以来，Palantir的交易历程非常坎坷。Palantir花了一段时间才起步，因为投资者很早就担心缺乏内部锁定期会给Palantir的反弹能力带来压力。该股最终确实反弹并在2月中旬达到接近40美元的峰值，然后在今年剩余时间里以非常参差不齐和波动的方式进行交易，其中自11月以来与其他科技成长股一起下跌了约30%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/28dd4c60f2471cddc190b107c562cb57\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> Throughout this tumultuous time period, I've happily held onto my Palantir stock, and this company is one of the rare exceptions where I'm&nbsp;<b>very bullish</b>&nbsp;on a stock that is technically trading at quite expensive valuation multiples (though, with the sharp correction from February peaks, Palantir isn't trading at the egregiously expensive multiples it was trading at earlier). I continue to view Palantir as a tech mega-cap in the making, one with a powerhouse software platform that is broadly applicable across industries, and across both the public and private sectors. Currently dominant primarily in the United States, Palantir also has broadly untested expansion opportunities abroad, where innovation in big data and machine learning technologies has not quite yet matured.</p><p><blockquote>在这段动荡的时期，我很高兴地持有我的Palantir股票，这家公司是我所处的罕见例外之一<b>非常看涨</b>从技术上讲，这只股票的估值倍数相当昂贵（不过，随着从2月份峰值的大幅回调，Palantir的交易市盈率并没有像之前那样高得惊人）。我仍然认为Palantir是一家正在崛起的科技巨头，拥有强大的软件平台，可广泛适用于各行业、公共和私营部门。Palantir目前主要在美国占据主导地位，但在国外也有未经考验的扩张机会，那里的大数据和机器学习技术创新尚未完全成熟。</blockquote></p><p> Stay long here, and add to your positions in Palantir at its new lower price before year-end: in my view, Palantir is well-equipped to outperform the market indices for years to come.</p><p><blockquote>在这里做多，并在年底前以新的较低价格增持Palantir：在我看来，Palantir完全有能力在未来几年跑赢市场指数。</blockquote></p><p> <b>Recent wins showcase how prominent Palantir is</b></p><p><blockquote><b>最近的胜利展示了Palantir的突出地位</b></blockquote></p><p> Before we get into more granular details and fundamentals, it's worthwhile to illustrate that Palantir has been busy from a go-to-market perspective. The company is always on the heels of some large, transformational deal, and the current situation is no different. In particular, the company has just recently signed a multi-year $60 million deal with the National Institutes of Health:</p><p><blockquote>在我们深入了解更详细的细节和基本面之前，有必要说明Palantir从上市的角度一直很忙。该公司总是紧跟一些大型转型交易，目前的情况也不例外。特别是，该公司最近刚刚与美国国立卫生研究院签署了一项价值6000万美元的多年期协议：</blockquote></p><p> Figure 1. Palantir NIH win</p><p><blockquote>图1。Palantir赢了</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/db52b9f945c292c1b56f4d6b0a3ed00d\" tg-width=\"640\" tg-height=\"306\" width=\"100%\" height=\"auto\"><span>Source: Palantir Q3 earnings deck</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Palantir第三季度收益表</span></p></blockquote></p><p> And, building off the strength that Palantir has historically enjoyed with the U.S. armed forces, the company also signed a four-year $87 million deal with the Department of Veterans Affairs:</p><p><blockquote>此外，在Palantir历史上在美国武装部队中享有的优势的基础上，该公司还与退伍军人事务部签署了一项为期四年、价值8700万美元的协议：</blockquote></p><p> Figure 2. Palantir VA win</p><p><blockquote>图2。Palantir和win</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/905489ce382c58d0ea9896420a67ce9a\" tg-width=\"640\" tg-height=\"301\" width=\"100%\" height=\"auto\"><span>Source: Palantir Q3 earnings deck</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Palantir第三季度收益表</span></p></blockquote></p><p> And though the large deals that Palantir showcase are typically public-sector deals, the company's commercial/enterprise sales have recently picked up steam as well, which we'll discuss in further detail in this article.</p><p><blockquote>尽管Palantir展示的大型交易通常是公共部门交易，但该公司的商业/企业销售最近也有所增长，我们将在本文中进一步详细讨论这一点。</blockquote></p><p> <b>The bullish thesis for Palantir, revisited</b></p><p><blockquote><b>重新审视Palantir的看涨论点</b></blockquote></p><p> With the recent pessimism in Palantir stock over the past two months, it can be easy for investors to forget the longer-term bullish thesis and fundamental merits that this company possesses in abundance.</p><p><blockquote>随着过去两个月Palantir股票的悲观情绪，投资者很容易忘记该公司拥有的长期看涨论点和基本优势。</blockquote></p><p></p><p> Here's a refresher of all the key reasons why this company is a superstar:</p><p><blockquote>以下是该公司成为超级明星的所有关键原因的回顾：</blockquote></p><p> <ul>  <li><b>Big data is a massive discipline that can be applied in nearly limitless ways.</b>Palantir isn't a software company that serves only one or a limited set of use cases. Data and inferences that can be made from data are prevalent in just about everything: which explains why Palantir is such a powerful tool for both public and private sector clients.</li>  <li><b>Growth at scale.</b>Despite being at a ~$2 billion annual revenue scale, Palantir continues to deliver 30-40% y/y revenue growth, and its long-term outlook calls for the company to be able to sustain growth rates in excess of 30% y/y through at least 2025. Few companies are able to achieve this kind of growth at scale, and it's a testament to the wide applicability of Palantir's products and the humongous clientele it has drawn (in particular, the U.S. Army).</li>  <li><b>Stepping up go-to-market momentum.</b>Palantir is chasing growth across a wide variety of channels. The company has stepped up its sales hiring this year, a nod at the broad market opportunity it has and the need for more territory coverage. Palantir also has deepened relationships with ISVs (integrated service vendors) that can resell Palantir's products without its involvement and offer additional coverage that Palantir's direct sales force can't handle.</li>  <li><b>One foot in the public sector, one foot in private</b>. Palantir made its name on being a large federal government contractor, but its products are just as compelling to an enterprise segment that is growing ever more obsessed with the value of big data. Most software companies start off as primarily dealing with enterprise buyers, and then hopefully getting FedRAMP certification to sell into public sector clients later. Palantir did the reverse: but now, its momentum with Fortune 100 companies is continuing to grow, and customer adds are continuing to trend at an impressive pace.</li>  <li><b>Free cash flow.</b>Though not yet profitable from a GAAP standpoint, Palantir continues to exceed internal expectations for free cash flow, which means the business is self-financing (a departure from. many other rapid-growth software companies that continue to need to raise capital to finance their losses).</li> </ul> <b>Valuation isn't cheap, but more reasonable than in the past</b></p><p><blockquote><ul><li><b>大数据是一门庞大的学科，几乎可以以无限的方式应用。</b>Palantir不是一家只提供一个或有限组用例服务的软件公司。数据和可以从数据中得出的推论几乎在所有事物中都很普遍：这解释了为什么Palantir对于公共和私营部门客户来说都是如此强大的工具。</li><li><b>规模增长。</b>尽管年收入规模约为20亿美元，Palantir的收入仍继续实现30-40%的同比增长，其长期前景评级是该公司能够维持超过30%的同比增长率。至少到2025年。很少有公司能够实现这种大规模增长，这证明了Palantir产品的广泛适用性及其吸引的庞大客户（特别是美国陆军）。</li><li><b>加大上市势头。</b>Palantir正在通过多种渠道追求增长。该公司今年加大了销售招聘力度，这是对其广阔市场机会和更多区域覆盖需求的认可。Palantir还加深了与ISV（综合服务供应商）的关系，这些供应商可以在没有其参与的情况下转售Palantir的产品，并提供Palantir直销人员无法处理的额外覆盖范围。</li><li><b>一只脚在公共部门，一只脚在私营部门</b>.Palantir因作为大型联邦政府承包商而闻名，但其产品对于越来越痴迷于大数据价值的企业部门来说同样具有吸引力。大多数软件公司一开始主要与企业买家打交道，然后希望获得FedRAMP认证，然后销售给公共部门客户。Palantir的做法恰恰相反：但现在，它在财富100强公司中的势头正在持续增长，客户数量继续以令人印象深刻的速度增长。</li><li><b>自由现金流。</b>尽管从GAAP的角度来看尚未盈利，但Palantir继续超出内部对自由现金流的预期，这意味着该业务是自筹资金的（与许多其他快速增长的软件公司不同，这些公司继续需要筹集资金来弥补损失）。</li></ul><b>估值并不便宜，但比过去更合理</b></blockquote></p><p> I wouldn't go so far as to say that Palantir's recent correction has left the stock at cheap levels - but for the caliber of this company's brand, plus its consistent combination of hyper-growth at scale while building up profitability and margins, I view its current valuation as quite reasonable.</p><p><blockquote>我不会说Palantir最近的调整使该股处于廉价水平，但考虑到该公司品牌的质量，加上其大规模高速增长同时提高盈利能力和利润率的持续组合，我认为其目前的估值相当合理。</blockquote></p><p> At current share prices near $18, Palantir trades at a market cap of $35.99 billion. After netting off the $2.48 billion cash pile on its books (another reason to be bullish on Palantir: it has a load of cash and is unencumbered by debt), its resulting&nbsp;<b>enterprise value is $33.51 billion.</b></p><p><blockquote>按目前接近18美元的股价计算，Palantir的市值为359.9亿美元。在扣除其账面上24.8亿美元的现金后（看好Palantir的另一个原因：它拥有大量现金并且不受债务负担），其结果<b>企业价值为335.1亿美元。</b></blockquote></p><p> For next fiscal year FY22, meanwhile, Wall Street analysts are expecting Palantir to deliver $1.98 billion in revenue, representing 30% y/y revenue growth (data from&nbsp;Yahoo Finance). Considering the company has committed to 30%+ annual revenue growth throughout 2022 (and this is a company that has routinely delivered well ahead of its promises), I'd say this outlook is a little dim. Yet regardless of that, at this revenue estimate Palantir trades at&nbsp;<b>16.9x EV/FY22 revenue.</b></p><p><blockquote>与此同时，华尔街分析师预计Palantir下一财年（2022财年）的收入将达到19.8亿美元，同比增长30%（数据来自雅虎财经）。考虑到该公司承诺在2022年全年实现30%以上的年收入增长（而且这家公司通常远远提前兑现承诺），我想说这种前景有点暗淡。但尽管如此，根据这一收入估计，Palantir的交易价格为<b>EV/22财年收入的16.9倍。</b></blockquote></p><p> Again, we can hardly call this cheap, and in the face of rising interest rates, certainly Palantir's prior valuation multiples in the high-20s were unsustainable. But given this company's rapid growth trajectory, I'd say the ~$18 price level still represents a great entry point for the longer-term investor.</p><p><blockquote>再说一次，我们很难做到如此便宜的看涨期权，而且面对利率上升，Palantir之前20多岁的估值倍数肯定是不可持续的。但考虑到这家公司的快速增长轨迹，我认为18美元左右的价格水平对于长期投资者来说仍然是一个很好的切入点。</blockquote></p><p> <b>Q3 results showcase tremendous fundamental traction, especially in the commercial segment</b></p><p><blockquote><b>第三季度业绩展示了巨大的基本面吸引力，尤其是在商业领域</b></blockquote></p><p> We additionally note that Palantir's end-of-year correction has been accompanied by a continuation of its strong fundamentals. Take a look at the Q3 earnings results below:</p><p><blockquote>我们还注意到，Palantir的年底调整伴随着其强劲基本面的延续。看看下面的第三季度盈利结果：</blockquote></p><p> Figure 3. Palantir Q3 results</p><p><blockquote>图3.Palantir第三季度业绩</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e606183fac49ce4616a25d86d7fac0cf\" tg-width=\"640\" tg-height=\"585\" width=\"100%\" height=\"auto\"><span>Source: Palantir Q3 earnings deck</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Palantir第三季度收益表</span></p></blockquote></p><p> Palantir's revenue grew at a robust 35% y/y pace to $392.1 million in the quarter, beating Wall Street's expectations of $386.6 million (+33% y/y) by a two-point margin. We note that revenue growth did decelerate versus 49% y/y growth in Q2, but that's largely due to an easier comp versus the pandemic period in Q2 of last year.</p><p><blockquote>Palantir本季度收入同比强劲增长35%，达到3.921亿美元，比华尔街预期的3.866亿美元（同比增长33%）高出两个百分点。我们注意到，与第二季度49%的同比增长相比，收入增长确实有所放缓，但这主要是由于与去年第二季度的大流行期间相比，收入增长更容易。</blockquote></p><p> The major highlight in Q3 was Palantir's success in driving enterprise go-to-market. The company reported commercial revenue growth of 37% y/y in Q3 - which, despite tougher comps, represented substantial acceleration over the prior few quarters:</p><p><blockquote>第三季度的主要亮点是Palantir在推动企业上市方面的成功。该公司报告称，第三季度商业收入同比增长37%，尽管竞争更加激烈，但仍较前几个季度大幅加速：</blockquote></p><p> Figure 4. Palantir commercial revenue trends</p><p><blockquote>图4.Palantir商业收入趋势</blockquote></p><p></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9ad4016e482cb4fc94422618c18cd3a0\" tg-width=\"640\" tg-height=\"398\" width=\"100%\" height=\"auto\"><span>Source: Palantir Q3 earnings deck</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Palantir第三季度收益表</span></p></blockquote></p><p> We note as well that when counting U.S. commercial revenue only, Palantir grew domestic enterprise revenue at a blazing&nbsp;<b>103% y/y pace.</b></p><p><blockquote>我们还注意到，仅计算美国商业收入时，Palantir国内企业收入增长迅猛<b>同比增长103%。</b></blockquote></p><p> Note as well that as of the moment, Palantir remains a relatively early-stage enterprise software vendor with relatively few, but large customers. Q3 saw the biggest customer expansion in Palantir's history. The company added 34 net-new customers in Q3 to end the quarter at 203 total customers, which is a significant 20% expansion in the company's customer base in the space of a single quarter. Year over year, the company also boosted its commercial customer counts by 46%.</p><p><blockquote>另请注意，截至目前，Palantir仍然是一家相对早期的企业软件供应商，客户相对较少，但规模较大。第三季度见证了Palantir历史上最大的客户扩张。该公司在第三季度净增加了34个新客户，使该季度末客户总数达到203个，这使得该公司的客户群在一个季度内大幅增长了20%。与去年同期相比，该公司的商业客户数量也增加了46%。</blockquote></p><p> Figure 5. Palantir customer adds</p><p><blockquote>图5.Palantir客户补充道</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2c334545c0f1a8387eead268cc0ce5f1\" tg-width=\"640\" tg-height=\"306\" width=\"100%\" height=\"auto\"><span>Source: Palantir Q3 earnings deck</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Palantir第三季度收益表</span></p></blockquote></p><p> Recall as well that for its enterprise customers, Palantir adopts a \"land and expand\" playbook that many SaaS companies adhere to. These customers may start off as smaller deployments that grow substantially over time.</p><p><blockquote>还请记住，对于其企业客户，Palantir采用了许多SaaS公司都坚持的“登陆并扩张”策略。这些客户可能从较小的部署开始，随着时间的推移会大幅增长。</blockquote></p><p> Equally worth noting is that Palantir's&nbsp;<b>billings</b>&nbsp;expanded 56% y/y to $347 million. The surplus of Palantir's billings growth rates over its revenue growth, plus the sharp buildup in its remaining performance obligations, give us confidence that the company will be able to make good on its promise of sustaining 30%+ revenue growth for years to come.</p><p><blockquote>同样值得注意的是，Palantir的<b>比林斯</b>同比增长56%至3.47亿美元。Palantir的账单增长率超过其收入增长率，加上其剩余履约义务的急剧增加，让我们相信该公司将能够兑现其在未来几年维持30%以上收入增长的承诺。</blockquote></p><p> Lastly, a word on profitability. Palantir's customer growth, and at a positive contribution margin as well, has driven the company to dramatically boost its adjusted free cash flow. In Q3, adjusted FCF hit $119 million, or a ~30% adjusted FCF margin - versus cash&nbsp;<b>burn</b>&nbsp;of -$53 million in the prior-year period.</p><p><blockquote>最后，谈谈盈利能力。Palantir的客户增长以及积极的贡献率促使该公司大幅提高调整后的自由现金流。第三季度，调整后自由现金流达到1.19亿美元，调整后自由现金流利润率约为现金的30%<b>燃烧</b>去年同期为-5300万美元。</blockquote></p><p> Figure 6. Palantir FCF trends</p><p><blockquote>图6.Palantir FCF趋势</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ca53d0292b7696376d644c0d6a85e707\" tg-width=\"640\" tg-height=\"313\" width=\"100%\" height=\"auto\"><span>Source: Palantir Q3 earnings deck</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Palantir第三季度收益表</span></p></blockquote></p><p> Building on the strength in cash flow that the company has seen all year, Palantir management also increased its annual FCF guidance for FY21 to $400+ million, versus a prior outlook of just $300+ million. These moves, in my view, solidify to investors in a very risk-off market mindset that Palantir isn't just growing robustly, but also keeping profitability balance in mind.</p><p><blockquote>基于公司全年现金流的强劲势头，Palantir管理层还将2021财年的年度自由现金流指引提高至4亿多美元，而之前的预期仅为3亿多美元。在我看来，这些举措巩固了投资者非常规避风险的市场心态，即Palantir不仅增长强劲，而且还牢记盈利能力平衡。</blockquote></p><p> <b>Key takeaways</b></p><p><blockquote><b>关键要点</b></blockquote></p><p> In my view, Palantir retains a very long runway for success. The company's undisputed category leadership in big data and analytics continues to prove out new use cases for both public and private-sector teams, and the fact that Palantir can continue to grow at &gt;30% y/y despite hitting an expected ~$2 billion annual revenue run rate next year further solidifies that Palantir is a unique and rare story in the software sector. Take advantage of the ~30% correction since November to build up a well-timed position in this stock.</p><p><blockquote>在我看来，Palantir还有很长的成功之路。该公司在大数据和分析领域无可争议的类别领导地位继续为公共和私营部门团队证明新的用例，而且尽管预计年收入将达到约20亿美元，但Palantir仍能继续以30%以上的速度增长。明年的运行率进一步证实了Palantir是软件领域一个独特且罕见的故事。利用自11月以来约30%的回调，适时建仓该股。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4476170-palantir-stock-buy-the-dip-before-year-end\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4476170-palantir-stock-buy-the-dip-before-year-end","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184116002","content_text":"Summary\n\nShares of Palantir have dropped 30% since the start of November, despite a fundamental business that continues to thrive.\nIn particular, Palantir has been successful at diversifying away from government contracts, with overall commercial revenue growth accelerating in Q3 and more than doubling in the U.S.\nStill, the government business is not slacking, with the company winning recent contracts with the Air Force, Department of Health and Human Services, and National Institutes of Health.\nCash flow is also trending ahead of plan, driving the company to boost its full-year cash flow guidance by $100 million.\n\nAndreas Rentz/Getty Images Entertainment\nThe mantra of \"thinking and investing for the long term\" is a well-touted investment principle, yet rarely ever put into practice. It's also a rule that is most commonly broken in the tech sector, where investors choose their stocks primarily based on momentum and rarely based on fundamentals and value.\nSo when the great growth correction of 2021 happened in the fourth quarter this year, while many stocks certainly deserved a small correction and a breather in valuations, many high-quality names got knocked down multiple pegs far more than their fundamentals justify. In this bucket is Palantir (PLTR), the big data analytics powerhouse which has seen a tremendous correction in its share price despite a business that has never looked healthier.\nPerhaps alone among high-profile software IPOs, Palantir has had a very rocky trading journey since going public last October. Palantir took a while to get off the ground, as investors worried early on that the lack of an insider lockup period would pressure Palantir's ability to rally. The stock did end up rallying and peaked near $40 in mid-February, before proceeding to trade in a very jagged and choppy fashion throughout the rest of the year, including a ~30% decline since November alongside other tech growth stocks.\nData by YCharts\nThroughout this tumultuous time period, I've happily held onto my Palantir stock, and this company is one of the rare exceptions where I'm very bullish on a stock that is technically trading at quite expensive valuation multiples (though, with the sharp correction from February peaks, Palantir isn't trading at the egregiously expensive multiples it was trading at earlier). I continue to view Palantir as a tech mega-cap in the making, one with a powerhouse software platform that is broadly applicable across industries, and across both the public and private sectors. Currently dominant primarily in the United States, Palantir also has broadly untested expansion opportunities abroad, where innovation in big data and machine learning technologies has not quite yet matured.\nStay long here, and add to your positions in Palantir at its new lower price before year-end: in my view, Palantir is well-equipped to outperform the market indices for years to come.\nRecent wins showcase how prominent Palantir is\nBefore we get into more granular details and fundamentals, it's worthwhile to illustrate that Palantir has been busy from a go-to-market perspective. The company is always on the heels of some large, transformational deal, and the current situation is no different. In particular, the company has just recently signed a multi-year $60 million deal with the National Institutes of Health:\nFigure 1. Palantir NIH win\nSource: Palantir Q3 earnings deck\nAnd, building off the strength that Palantir has historically enjoyed with the U.S. armed forces, the company also signed a four-year $87 million deal with the Department of Veterans Affairs:\nFigure 2. Palantir VA win\nSource: Palantir Q3 earnings deck\nAnd though the large deals that Palantir showcase are typically public-sector deals, the company's commercial/enterprise sales have recently picked up steam as well, which we'll discuss in further detail in this article.\nThe bullish thesis for Palantir, revisited\nWith the recent pessimism in Palantir stock over the past two months, it can be easy for investors to forget the longer-term bullish thesis and fundamental merits that this company possesses in abundance.\nHere's a refresher of all the key reasons why this company is a superstar:\n\nBig data is a massive discipline that can be applied in nearly limitless ways.Palantir isn't a software company that serves only one or a limited set of use cases. Data and inferences that can be made from data are prevalent in just about everything: which explains why Palantir is such a powerful tool for both public and private sector clients.\nGrowth at scale.Despite being at a ~$2 billion annual revenue scale, Palantir continues to deliver 30-40% y/y revenue growth, and its long-term outlook calls for the company to be able to sustain growth rates in excess of 30% y/y through at least 2025. Few companies are able to achieve this kind of growth at scale, and it's a testament to the wide applicability of Palantir's products and the humongous clientele it has drawn (in particular, the U.S. Army).\nStepping up go-to-market momentum.Palantir is chasing growth across a wide variety of channels. The company has stepped up its sales hiring this year, a nod at the broad market opportunity it has and the need for more territory coverage. Palantir also has deepened relationships with ISVs (integrated service vendors) that can resell Palantir's products without its involvement and offer additional coverage that Palantir's direct sales force can't handle.\nOne foot in the public sector, one foot in private. Palantir made its name on being a large federal government contractor, but its products are just as compelling to an enterprise segment that is growing ever more obsessed with the value of big data. Most software companies start off as primarily dealing with enterprise buyers, and then hopefully getting FedRAMP certification to sell into public sector clients later. Palantir did the reverse: but now, its momentum with Fortune 100 companies is continuing to grow, and customer adds are continuing to trend at an impressive pace.\nFree cash flow.Though not yet profitable from a GAAP standpoint, Palantir continues to exceed internal expectations for free cash flow, which means the business is self-financing (a departure from. many other rapid-growth software companies that continue to need to raise capital to finance their losses).\n\nValuation isn't cheap, but more reasonable than in the past\nI wouldn't go so far as to say that Palantir's recent correction has left the stock at cheap levels - but for the caliber of this company's brand, plus its consistent combination of hyper-growth at scale while building up profitability and margins, I view its current valuation as quite reasonable.\nAt current share prices near $18, Palantir trades at a market cap of $35.99 billion. After netting off the $2.48 billion cash pile on its books (another reason to be bullish on Palantir: it has a load of cash and is unencumbered by debt), its resulting enterprise value is $33.51 billion.\nFor next fiscal year FY22, meanwhile, Wall Street analysts are expecting Palantir to deliver $1.98 billion in revenue, representing 30% y/y revenue growth (data from Yahoo Finance). Considering the company has committed to 30%+ annual revenue growth throughout 2022 (and this is a company that has routinely delivered well ahead of its promises), I'd say this outlook is a little dim. Yet regardless of that, at this revenue estimate Palantir trades at 16.9x EV/FY22 revenue.\nAgain, we can hardly call this cheap, and in the face of rising interest rates, certainly Palantir's prior valuation multiples in the high-20s were unsustainable. But given this company's rapid growth trajectory, I'd say the ~$18 price level still represents a great entry point for the longer-term investor.\nQ3 results showcase tremendous fundamental traction, especially in the commercial segment\nWe additionally note that Palantir's end-of-year correction has been accompanied by a continuation of its strong fundamentals. Take a look at the Q3 earnings results below:\nFigure 3. Palantir Q3 results\nSource: Palantir Q3 earnings deck\nPalantir's revenue grew at a robust 35% y/y pace to $392.1 million in the quarter, beating Wall Street's expectations of $386.6 million (+33% y/y) by a two-point margin. We note that revenue growth did decelerate versus 49% y/y growth in Q2, but that's largely due to an easier comp versus the pandemic period in Q2 of last year.\nThe major highlight in Q3 was Palantir's success in driving enterprise go-to-market. The company reported commercial revenue growth of 37% y/y in Q3 - which, despite tougher comps, represented substantial acceleration over the prior few quarters:\nFigure 4. Palantir commercial revenue trends\nSource: Palantir Q3 earnings deck\nWe note as well that when counting U.S. commercial revenue only, Palantir grew domestic enterprise revenue at a blazing 103% y/y pace.\nNote as well that as of the moment, Palantir remains a relatively early-stage enterprise software vendor with relatively few, but large customers. Q3 saw the biggest customer expansion in Palantir's history. The company added 34 net-new customers in Q3 to end the quarter at 203 total customers, which is a significant 20% expansion in the company's customer base in the space of a single quarter. Year over year, the company also boosted its commercial customer counts by 46%.\nFigure 5. Palantir customer adds\nSource: Palantir Q3 earnings deck\nRecall as well that for its enterprise customers, Palantir adopts a \"land and expand\" playbook that many SaaS companies adhere to. These customers may start off as smaller deployments that grow substantially over time.\nEqually worth noting is that Palantir's billings expanded 56% y/y to $347 million. The surplus of Palantir's billings growth rates over its revenue growth, plus the sharp buildup in its remaining performance obligations, give us confidence that the company will be able to make good on its promise of sustaining 30%+ revenue growth for years to come.\nLastly, a word on profitability. Palantir's customer growth, and at a positive contribution margin as well, has driven the company to dramatically boost its adjusted free cash flow. In Q3, adjusted FCF hit $119 million, or a ~30% adjusted FCF margin - versus cash burn of -$53 million in the prior-year period.\nFigure 6. Palantir FCF trends\nSource: Palantir Q3 earnings deck\nBuilding on the strength in cash flow that the company has seen all year, Palantir management also increased its annual FCF guidance for FY21 to $400+ million, versus a prior outlook of just $300+ million. These moves, in my view, solidify to investors in a very risk-off market mindset that Palantir isn't just growing robustly, but also keeping profitability balance in mind.\nKey takeaways\nIn my view, Palantir retains a very long runway for success. The company's undisputed category leadership in big data and analytics continues to prove out new use cases for both public and private-sector teams, and the fact that Palantir can continue to grow at >30% y/y despite hitting an expected ~$2 billion annual revenue run rate next year further solidifies that Palantir is a unique and rare story in the software sector. Take advantage of the ~30% correction since November to build up a well-timed position in this stock.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":3812,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608154730,"gmtCreate":1638670422733,"gmtModify":1638670422733,"author":{"id":"3561970400949949","authorId":"3561970400949949","name":"copycat","avatar":"https://static.tigerbbs.com/ff23b85233a021954853d2a464bdaa7e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561970400949949","authorIdStr":"3561970400949949"},"themes":[],"htmlText":"Go go Tesla","listText":"Go go Tesla","text":"Go go Tesla","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/608154730","repostId":"1158981658","repostType":4,"isVote":1,"tweetType":1,"viewCount":1139,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609473854,"gmtCreate":1638321500120,"gmtModify":1638321500120,"author":{"id":"3561970400949949","authorId":"3561970400949949","name":"copycat","avatar":"https://static.tigerbbs.com/ff23b85233a021954853d2a464bdaa7e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561970400949949","authorIdStr":"3561970400949949"},"themes":[],"htmlText":"Pls like","listText":"Pls like","text":"Pls like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/609473854","repostId":"2188758534","repostType":4,"isVote":1,"tweetType":1,"viewCount":825,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607836569,"gmtCreate":1639523584357,"gmtModify":1639523586424,"author":{"id":"3561970400949949","authorId":"3561970400949949","name":"copycat","avatar":"https://static.tigerbbs.com/ff23b85233a021954853d2a464bdaa7e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561970400949949","authorIdStr":"3561970400949949"},"themes":[],"htmlText":"Risky business&nbsp;","listText":"Risky business&nbsp;","text":"Risky business","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/607836569","repostId":"1100379665","repostType":4,"isVote":1,"tweetType":1,"viewCount":3229,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606451032,"gmtCreate":1638922470166,"gmtModify":1638922470235,"author":{"id":"3561970400949949","authorId":"3561970400949949","name":"copycat","avatar":"https://static.tigerbbs.com/ff23b85233a021954853d2a464bdaa7e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561970400949949","authorIdStr":"3561970400949949"},"themes":[],"htmlText":"Up and&nbsp; up and away","listText":"Up and&nbsp; up and away","text":"Up and up and away","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/606451032","repostId":"2189719656","repostType":4,"isVote":1,"tweetType":1,"viewCount":638,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}