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2021-12-21

GG

Sea Limited: Beware The Illusions Of Growth

2021-12-21

Nice

Nio Is Now Down 58% From Its High. Is It a Buy?

2021-12-20

Nice

Warren Buffett scored 3,000% gains in electric car stock without Rivian or Tesla

2021-12-20

What happen

EV stocks fell in premarket trading, with Tesla falling more than 2%.

2021-12-20

Let’s go!!!

Nio unveils new model and talks power at Nio Day event

2021-12-13

Nice

Apple's $3 trillion market cap to be a 'watershed moment' for company

2021-12-10

Overvalued

Grab shares dropped another 2% in premarket trading

2021-12-10

That’s what they always say. Even in the lows of 2020 when Covid hit the hardest, they would say a bear market is upon us. But turned out it wasn’t really the case

The next recession: Here’s when the ‘everything bubble’ will burst

2021-12-10

Completely agree. There are too many factors that are against the business model and a lack of track record, accompanied by poor financial outlook

The Grab IPO's Many, Many Problems

2021-12-07

Looks like a good price

Lucid and Nio Are Down Over 30% From Their Highs. Is it Time to Buy?

2021-12-03

Not close to profiting soon

After completing richest SPAC deal yet, Grab stock slumps on first day of trading

2021-12-01

I SEA

抱歉，原内容已删除

2021-11-29

Rebound!!!

S&P 500 rebounds 1% from Friday’s omicron-induced sell-off, Dow gains 300 points

2021-11-23

[Cry]

Alibaba Slides Toward Record Low While Investors Bet on JD.com

2021-11-22

Nice

Grab expands partnership with McDonald’s Singapore

2021-11-19

Good read

Amid electric car frenzy, Warren Buffett scores 3,000% gains with this overlooked EV maker

2021-11-14

This guy seems to be messing around sometimes

Musk sold 1.2 million Tesla shares on November 12

2021-11-14

Why did the stock drop

Palantir: Q3 Beat, Increased FCF, Raises Guidance But Sells Off Creating An Opportunity

2021-11-11

Wow

Tesla shares rose more than 2% in premarket trading

2021-11-11

China stocks comeback?

DIDI shares surged more than 12% in premarket trading

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Both of its two engines - ","content":"<p>Summary</p>\n<ul>\n <li>Sea Limited has been one of the top sought-after pandemic plays. Both of its two engines - gaming and e-commerce - are key beneficiaries of the COVID-19 measures.</li>\n <li>The uniqueness of SE, the ability to leverage its cash cow gaming unit to grow new businesses, has seen investors flocking to it. But these dynamics have changed.</li>\n <li>The e-commerce unit's EBITDA is getting more negative by the quarter amid a shrinking GMV per order trend.</li>\n <li>The profit from Garena is already unable to cover the losses from the other units in the past quarters. If Garena falters, the ability to \"subsidize\" the e-commerce and fintech arms would diminish further.</li>\n <li>Analysts are projecting a persistent revenue growth slowdown in the coming quarters and years.</li>\n</ul>\n<p>Investment thesis</p>\n<p>Sea Limited(NYSE:SE)has been one of the top sought-after pandemic plays. Both of its two engines - gaming and e-commerce - are key beneficiaries of the COVID-19 measures such as study/work-from-home. SE stock was already a solid performer pre-COVID, with gains surpassing that of its Chinese peer, Tencent Holdings (OTCPK:TCEHY) (OTCPK:TCTZF), and Latin American peer, MercadoLibre Inc. (MELI).</p>\n<p>Over the past three years, Sea Ltd. has seen its share price soar more than 3000 percent. After recent declines, SE stock is still up over 17 times from late December 2018. In the same period MELI stock is up 2.8 times while TCEHY stock is up only 47 percent.</p>\n<p>Strictly speaking, Sea Limited doesn't have an equivalent among the large internet companies. Its gaming business is highly profitable, enabling it to fund its heavily loss-making e-commerce and fintech units. MercadoLibre hosts the largest online commerce and payments ecosystem in Latin America and it doesn't count gaming as a core business.</p>\n<p>Tencent is big in gaming and fintech but its e-commerce ambitions are mostly manifested through its investments in related companies. Alibaba Group Holding (BABA) is huge in e-commerce and fintech but gaming is not a meaningful division on its own.</p>\n<p>Sea Limited's peers in Southeast Asia are also having different backgrounds. Grab Holdings Limited (GRAB) started as a ride-hailing platform and subsequently branched into fintech and on-demand delivery including groceries. Indonesia's GoTo Group (GOTO) is formed from the merger of the two largest startups in the country - ride-hailing giant Gojek and e-commerce company Tokopedia.</p>\n<p>Thus, the uniqueness of Sea Limited, particularly the ability to leverage its cash cow gaming unit to grow new businesses, has seen investors flocking to this tech firm halfway around the globe from the U.S. However, the growth at its gaming unit, Garena, which the company categorizes as Digital Entertainment, registered a dramatic slowdown in the third quarter of 2021.</p>\n<p>Although the gross orders and GMV metrics are still showing healthy growth, the e-commerce unit's EBITDA is getting more negative by the quarter. The total adjusted EBITDA for Sea Limited has flipped to negative this year. In other words, the profitable gaming business is no longer able to offset the escalating losses from the e-commerce and digital financial services divisions.</p>\n<p>At the same time, share-based compensation continues to rise steadily. Competition in the region is also heating up, with GRAB coming to public view following its merger with a SPAC, and GoTo Group eager to show solid growth figures in the&nbsp;prelude&nbsp;to its IPO.</p>\n<p>Hence, while I'm late to the warning party, with the SE stock down 42 percent from its recent peak, the steepest fall since it became publicly traded, I believe there could be further downside over the months ahead.</p>\n<p>Thus, the motivation of this article is to delve deeper into the seemingly incomplete picture provided by the results presentations to understand the health of Sea Limited's e-commerce business. I will also highlight the ballooning losses as the divisions named E-Commerce and Digital Financial Services scale up.</p>\n<p>GMV growth tells only a partial (and possibly erroneous) story</p>\n<p>Sea Limited's e-commerce arm, Shopee, has successfully increased its gross orders from 0.6 billion in 2Q 2020 to 1.7 billion in 3Q 2021, nearly tripling during the interval. Shopee's gross merchandise value (GMV) more than doubled from US$8.0 billion in 2Q 2020 to US$16.8 billion in 3Q 2021.<img src=\"https://static.tigerbbs.com/c762afa3d2ab4131c56afe6ee34fdb07\" tg-width=\"652\" tg-height=\"328\" width=\"100%\" height=\"auto\">While the growth figures look all fantastic, we need to understand the gross order numbers have been increasing at a faster pace than the GMV. In other words, the value per transaction has been declining steadily. The GMV per gross order has fallen from $13.3 in Q3 2020 to $9.9 in Q3 2021. I estimated this to reduce further to around $9.3 for the final quarter of 2021 if the trend continues.<img src=\"https://static.tigerbbs.com/aac28723c01b836c9673b49744926e09\" tg-width=\"652\" tg-height=\"391\" width=\"100%\" height=\"auto\">A smaller value per order may help Shopee gain from transaction-based fees. However, it's hard to see how the rising prevalence of lower value items helps with monetizing value-added services and advertising revenue over the long run.</p>\n<p>For now, Shopee is still reporting healthy monetization, with GAAP revenue as a percentage of total GMV rising to 8.6 percent from 6.7 percent in the third quarter of 2020. GAAP e-commerce revenue grew 134 percent from last year to reach $1.5 billion.</p>\n<p>To reverse the shrinking GMV per order trend, Shopee would need to sell larger ticket items like luxury products. Shopee recognizes this and it launched Shopee Premium, a delicate section on Shopee for select brand partners in the luxury segment, a year ago.</p>\n<p>It remains to be seen if Shopee can improve the user experience sufficiently to entice users to shop luxury items on its app. In its present form, based on my experience and the feedback I gathered from friends, navigation on the Shopee app can be frustrating at times and the product information page leaves much to be desired.</p>\n<p>Nonetheless, we are flocking to Shopee for the great bargains offered on the platform. There are plenty of deeply discounted items during \"flash sales\" periods, which have become increasingly prevalent. Would users return to Shopee when it stops being aggressive on promotions and if competing platforms turn on their respective campaigns?</p>\n<p>Unless the luxury products are heavily discounted, I question why users would buy on Shopee otherwise, at least based on the current interface. Then again, luxury brands wouldn't want to sully their image with steep offers on Shopee, or Shopee Premium, for that matter.</p>\n<p>A lower GMV per transaction would also imply that Shopee's operating cost could be rising, considering the larger bandwidth and processing efforts required in handling the growing orders.</p>\n<p>Losses keep ballooning, share-based compensation keeps rising</p>\n<p>GAAP e-commerce revenue growth is healthy and even outpacing the GMV growth. That means Sea Limited's Shopee is increasing its monetization. However, is all well and good?</p>\n<p>Sea Limited's total revenues have risen rapidly over the past years, but so have its losses. Just looking at the cost of revenues and total operating expenses, these have soared, growing exponentially in recent years. If we just obsess with growing sales at all costs, then we can ignore the escalating losses.</p>\n<p><img src=\"https://static.tigerbbs.com/7ef17a9a9a279c55673ba39f1dd74577\" tg-width=\"625\" tg-height=\"418\" width=\"100%\" height=\"auto\">However, can shareholders be comfortable with the skyrocketing losses over another few years? Sea Limited looks set to end 2021 with a larger loss than last year, which already saw a substantially higher loss than 2019. One major driver of this is the inability of the Digital Entertainment division to offset the losses from the other two core business units - E-Commerce and Digital Financial Services. This resulted in the total adjusted EBITDA sinking to a negative $165.5 million in the third quarter of 2021 compared to a $120.4 billion gain in the same period last year.</p>\n<p><img src=\"https://static.tigerbbs.com/7613c5f9692fd8549e9da2f931ab3a68\" tg-width=\"613\" tg-height=\"509\" width=\"100%\" height=\"auto\">We often hear the bear case saying that if these pandemic beneficiaries cannot turn their economies of scale into profitability with this massive tailwind, when will they ever? Despite ever-rising revenues, Sea Ltd. has been posting a downtrend in its operating income and net income. Sea Ltd.'s net income reached a staggering $1.95 billion on a trailing twelve-month basis as of the third quarter of 2021.</p>\n<p>The bull camp can defend Sea Limited saying it is still investing in user growth and new businesses. That's fair. However, are shareholders aware that Wall Street analysts have projected a significant slowdown in Sea Ltd.'s revenue growth? On a consensus basis, its Q4 2021 revenue would slow further to 93.5 percent and the subsequent quarters will continue the deceleration to post 16.1 percent year-on-year growth by the fourth quarter of 2023.</p>\n<p><img src=\"https://static.tigerbbs.com/547ca89e5de6c8d087dfbd50dd92c0d7\" tg-width=\"593\" tg-height=\"371\" width=\"100%\" height=\"auto\">Looking further out, Sea Limited's revenue growth on a year-on-year basis is estimated to shrink from 114.6 percent in 2021 to 50.1 percent next year and a mere 8.8 percent by the end of 2025.<img src=\"https://static.tigerbbs.com/61d4ffb56269c34a8a17dfcd097375cc\" tg-width=\"612\" tg-height=\"249\" width=\"100%\" height=\"auto\">The bulls could argue that Sea Limited has a strong track record of surpassing the consensus revenue estimates. In the 16 quarters of posting earnings as a public company, it has only one miss (Q1 2021) and that was a very minor one. This suggests that analysts have been conservative in their forecasts on Sea Limited and there is room for upward adjustments in the coming quarters.<img src=\"https://static.tigerbbs.com/77fd8b53015b510bb1e02139cd50a625\" tg-width=\"615\" tg-height=\"325\" width=\"100%\" height=\"auto\">However, if Sea Limited maintains its breakneck revenue growth while its profitability doesn't improve to a positive in the coming years, analysts and shareholders would be hard-pressed to find a convincing reason to keep their faith in the company. According to the consensus estimates, Sea Limited wouldn't see a positive profit before 2024.<img src=\"https://static.tigerbbs.com/f88fc46a02603196127dcef0701f4529\" tg-width=\"620\" tg-height=\"186\" width=\"100%\" height=\"auto\">The projection showing an improving EPS trend is comforting. However, in contrast with its revenue beats, Sea Limited has long been challenged in meeting analysts' expectations of its earnings. Except for one lone quarter, Sea Limited has delivered negative surprises for all its reported quarterly EPS. In the last reported quarter, Sea Limited missed by a whopping 37.4 percent.</p>\n<p>The largest-ever miss was in March 2020 where the reported EPS was 78.9 percent lower than the consensus. This meant that the above analyst estimates for its EPS could be optimistic and Sea Limited may not see a positive profit even in 2024 or 2025.</p>\n<p><img src=\"https://static.tigerbbs.com/373d1efa57c3058f0cb2d6628368087f\" tg-width=\"627\" tg-height=\"322\" width=\"100%\" height=\"auto\">Hedgeye recently named Sea Limited as its&nbsp;best idea short. The research firm called Sea Limited's flagship game Garena Free Fire a \"one-hit wonder whose performance has peaked.\" The profit from Garena is already unable to cover the losses from the other units in the past quarters. If Garena falters, the ability to 'subsidize' the e-commerce and fintech arms would diminish further. Constraining the freewheeling 'spending' for the latter two units may result in slower growth that reverses the bull camp's thesis.</p>\n<p>Never mind the widening losses, shareholders can wait, the management might have reasoned. Meanwhile, Sea Limited remains generous with its share-based compensation [SBC]. The SBC is projected to rise to $133.4 million for the final quarter of 2021. This is a sharp rise from the mere $34.9 million given out in 2019 4Q.</p>\n<p><img src=\"https://static.tigerbbs.com/de99388fbd2c5d34db0aa558e6665dbe\" tg-width=\"633\" tg-height=\"416\" width=\"100%\" height=\"auto\">It may be worthwhile to note that the outstanding shares count of Sea Limited has doubled from 2017. In September, the company&nbsp;made&nbsp;a direct public offering of 11 million American Depositary Shares and 0.25 percent convertible senior unsecured notes with an aggregate principal of US$2.5 billion.</p>\n<p>Sea Limited said then that it planned \"to use the net proceeds from the Offerings for business expansion and other general corporate purposes, including potential strategic investments and acquisitions.\" Could its international expansion endeavors support Sea Limited in perpetuating its high-growth story? At the expense of escalating costs amid a reckoning of pandemic stocks?</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Sea Limited: Beware The Illusions Of Growth</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSea Limited: Beware The Illusions Of Growth\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-21 13:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4475916-sea-limited-se-stock-beware-growth-illusions><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nSea Limited has been one of the top sought-after pandemic plays. Both of its two engines - gaming and e-commerce - are key beneficiaries of the COVID-19 measures.\nThe uniqueness of SE, the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4475916-sea-limited-se-stock-beware-growth-illusions\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"https://seekingalpha.com/article/4475916-sea-limited-se-stock-beware-growth-illusions","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181908837","content_text":"Summary\n\nSea Limited has been one of the top sought-after pandemic plays. Both of its two engines - gaming and e-commerce - are key beneficiaries of the COVID-19 measures.\nThe uniqueness of SE, the ability to leverage its cash cow gaming unit to grow new businesses, has seen investors flocking to it. But these dynamics have changed.\nThe e-commerce unit's EBITDA is getting more negative by the quarter amid a shrinking GMV per order trend.\nThe profit from Garena is already unable to cover the losses from the other units in the past quarters. If Garena falters, the ability to \"subsidize\" the e-commerce and fintech arms would diminish further.\nAnalysts are projecting a persistent revenue growth slowdown in the coming quarters and years.\n\nInvestment thesis\nSea Limited(NYSE:SE)has been one of the top sought-after pandemic plays. Both of its two engines - gaming and e-commerce - are key beneficiaries of the COVID-19 measures such as study/work-from-home. SE stock was already a solid performer pre-COVID, with gains surpassing that of its Chinese peer, Tencent Holdings (OTCPK:TCEHY) (OTCPK:TCTZF), and Latin American peer, MercadoLibre Inc. (MELI).\nOver the past three years, Sea Ltd. has seen its share price soar more than 3000 percent. After recent declines, SE stock is still up over 17 times from late December 2018. In the same period MELI stock is up 2.8 times while TCEHY stock is up only 47 percent.\nStrictly speaking, Sea Limited doesn't have an equivalent among the large internet companies. Its gaming business is highly profitable, enabling it to fund its heavily loss-making e-commerce and fintech units. MercadoLibre hosts the largest online commerce and payments ecosystem in Latin America and it doesn't count gaming as a core business.\nTencent is big in gaming and fintech but its e-commerce ambitions are mostly manifested through its investments in related companies. Alibaba Group Holding (BABA) is huge in e-commerce and fintech but gaming is not a meaningful division on its own.\nSea Limited's peers in Southeast Asia are also having different backgrounds. Grab Holdings Limited (GRAB) started as a ride-hailing platform and subsequently branched into fintech and on-demand delivery including groceries. Indonesia's GoTo Group (GOTO) is formed from the merger of the two largest startups in the country - ride-hailing giant Gojek and e-commerce company Tokopedia.\nThus, the uniqueness of Sea Limited, particularly the ability to leverage its cash cow gaming unit to grow new businesses, has seen investors flocking to this tech firm halfway around the globe from the U.S. However, the growth at its gaming unit, Garena, which the company categorizes as Digital Entertainment, registered a dramatic slowdown in the third quarter of 2021.\nAlthough the gross orders and GMV metrics are still showing healthy growth, the e-commerce unit's EBITDA is getting more negative by the quarter. The total adjusted EBITDA for Sea Limited has flipped to negative this year. In other words, the profitable gaming business is no longer able to offset the escalating losses from the e-commerce and digital financial services divisions.\nAt the same time, share-based compensation continues to rise steadily. Competition in the region is also heating up, with GRAB coming to public view following its merger with a SPAC, and GoTo Group eager to show solid growth figures in the prelude to its IPO.\nHence, while I'm late to the warning party, with the SE stock down 42 percent from its recent peak, the steepest fall since it became publicly traded, I believe there could be further downside over the months ahead.\nThus, the motivation of this article is to delve deeper into the seemingly incomplete picture provided by the results presentations to understand the health of Sea Limited's e-commerce business. I will also highlight the ballooning losses as the divisions named E-Commerce and Digital Financial Services scale up.\nGMV growth tells only a partial (and possibly erroneous) story\nSea Limited's e-commerce arm, Shopee, has successfully increased its gross orders from 0.6 billion in 2Q 2020 to 1.7 billion in 3Q 2021, nearly tripling during the interval. Shopee's gross merchandise value (GMV) more than doubled from US$8.0 billion in 2Q 2020 to US$16.8 billion in 3Q 2021.While the growth figures look all fantastic, we need to understand the gross order numbers have been increasing at a faster pace than the GMV. In other words, the value per transaction has been declining steadily. The GMV per gross order has fallen from $13.3 in Q3 2020 to $9.9 in Q3 2021. I estimated this to reduce further to around $9.3 for the final quarter of 2021 if the trend continues.A smaller value per order may help Shopee gain from transaction-based fees. However, it's hard to see how the rising prevalence of lower value items helps with monetizing value-added services and advertising revenue over the long run.\nFor now, Shopee is still reporting healthy monetization, with GAAP revenue as a percentage of total GMV rising to 8.6 percent from 6.7 percent in the third quarter of 2020. GAAP e-commerce revenue grew 134 percent from last year to reach $1.5 billion.\nTo reverse the shrinking GMV per order trend, Shopee would need to sell larger ticket items like luxury products. Shopee recognizes this and it launched Shopee Premium, a delicate section on Shopee for select brand partners in the luxury segment, a year ago.\nIt remains to be seen if Shopee can improve the user experience sufficiently to entice users to shop luxury items on its app. In its present form, based on my experience and the feedback I gathered from friends, navigation on the Shopee app can be frustrating at times and the product information page leaves much to be desired.\nNonetheless, we are flocking to Shopee for the great bargains offered on the platform. There are plenty of deeply discounted items during \"flash sales\" periods, which have become increasingly prevalent. Would users return to Shopee when it stops being aggressive on promotions and if competing platforms turn on their respective campaigns?\nUnless the luxury products are heavily discounted, I question why users would buy on Shopee otherwise, at least based on the current interface. Then again, luxury brands wouldn't want to sully their image with steep offers on Shopee, or Shopee Premium, for that matter.\nA lower GMV per transaction would also imply that Shopee's operating cost could be rising, considering the larger bandwidth and processing efforts required in handling the growing orders.\nLosses keep ballooning, share-based compensation keeps rising\nGAAP e-commerce revenue growth is healthy and even outpacing the GMV growth. That means Sea Limited's Shopee is increasing its monetization. However, is all well and good?\nSea Limited's total revenues have risen rapidly over the past years, but so have its losses. Just looking at the cost of revenues and total operating expenses, these have soared, growing exponentially in recent years. If we just obsess with growing sales at all costs, then we can ignore the escalating losses.\nHowever, can shareholders be comfortable with the skyrocketing losses over another few years? Sea Limited looks set to end 2021 with a larger loss than last year, which already saw a substantially higher loss than 2019. One major driver of this is the inability of the Digital Entertainment division to offset the losses from the other two core business units - E-Commerce and Digital Financial Services. This resulted in the total adjusted EBITDA sinking to a negative $165.5 million in the third quarter of 2021 compared to a $120.4 billion gain in the same period last year.\nWe often hear the bear case saying that if these pandemic beneficiaries cannot turn their economies of scale into profitability with this massive tailwind, when will they ever? Despite ever-rising revenues, Sea Ltd. has been posting a downtrend in its operating income and net income. Sea Ltd.'s net income reached a staggering $1.95 billion on a trailing twelve-month basis as of the third quarter of 2021.\nThe bull camp can defend Sea Limited saying it is still investing in user growth and new businesses. That's fair. However, are shareholders aware that Wall Street analysts have projected a significant slowdown in Sea Ltd.'s revenue growth? On a consensus basis, its Q4 2021 revenue would slow further to 93.5 percent and the subsequent quarters will continue the deceleration to post 16.1 percent year-on-year growth by the fourth quarter of 2023.\nLooking further out, Sea Limited's revenue growth on a year-on-year basis is estimated to shrink from 114.6 percent in 2021 to 50.1 percent next year and a mere 8.8 percent by the end of 2025.The bulls could argue that Sea Limited has a strong track record of surpassing the consensus revenue estimates. In the 16 quarters of posting earnings as a public company, it has only one miss (Q1 2021) and that was a very minor one. This suggests that analysts have been conservative in their forecasts on Sea Limited and there is room for upward adjustments in the coming quarters.However, if Sea Limited maintains its breakneck revenue growth while its profitability doesn't improve to a positive in the coming years, analysts and shareholders would be hard-pressed to find a convincing reason to keep their faith in the company. According to the consensus estimates, Sea Limited wouldn't see a positive profit before 2024.The projection showing an improving EPS trend is comforting. However, in contrast with its revenue beats, Sea Limited has long been challenged in meeting analysts' expectations of its earnings. Except for one lone quarter, Sea Limited has delivered negative surprises for all its reported quarterly EPS. In the last reported quarter, Sea Limited missed by a whopping 37.4 percent.\nThe largest-ever miss was in March 2020 where the reported EPS was 78.9 percent lower than the consensus. This meant that the above analyst estimates for its EPS could be optimistic and Sea Limited may not see a positive profit even in 2024 or 2025.\nHedgeye recently named Sea Limited as its best idea short. The research firm called Sea Limited's flagship game Garena Free Fire a \"one-hit wonder whose performance has peaked.\" The profit from Garena is already unable to cover the losses from the other units in the past quarters. If Garena falters, the ability to 'subsidize' the e-commerce and fintech arms would diminish further. Constraining the freewheeling 'spending' for the latter two units may result in slower growth that reverses the bull camp's thesis.\nNever mind the widening losses, shareholders can wait, the management might have reasoned. Meanwhile, Sea Limited remains generous with its share-based compensation [SBC]. The SBC is projected to rise to $133.4 million for the final quarter of 2021. This is a sharp rise from the mere $34.9 million given out in 2019 4Q.\nIt may be worthwhile to note that the outstanding shares count of Sea Limited has doubled from 2017. In September, the company made a direct public offering of 11 million American Depositary Shares and 0.25 percent convertible senior unsecured notes with an aggregate principal of US$2.5 billion.\nSea Limited said then that it planned \"to use the net proceeds from the Offerings for business expansion and other general corporate purposes, including potential strategic investments and acquisitions.\" Could its international expansion endeavors support Sea Limited in perpetuating its high-growth story? At the expense of escalating costs amid a reckoning of pandemic stocks?","news_type":1},"isVote":1,"tweetType":1,"viewCount":489,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693422744,"gmtCreate":1640066958788,"gmtModify":1640066958922,"author":{"id":"4091783136376870","authorId":"4091783136376870","name":"oklebs","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693422744","repostId":"1180303139","repostType":4,"repost":{"id":"1180303139","pubTimestamp":1640064067,"share":"https://www.laohu8.com/m/news/1180303139?lang=&edition=full","pubTime":"2021-12-21 13:21","market":"us","language":"en","title":"Nio Is Now Down 58% From Its High. Is It a Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=1180303139","media":"Motley Fool","summary":"For Nio, 2022 should be very different from 2021.","content":"<p>Shares of&nbsp;<b>Nio</b>&nbsp;(NYSE:NIO)&nbsp;set their all-time high back on Jan. 11, when they traded at $66.99 at some point during the day. As I write this at 2 p.m. ET on Monday, the stock is down about 58% from that all-time high. (If you prefer to measure from closing prices, it's down just over 55% from its highest-ever close of $62.84, set on Feb. 9. Either way, not good.)</p>\n<p>Clearly it has been a rough year for Nio, which has been hit by&nbsp;COVID-19 shutdowns,supply chain challenges, and a lull in its new-product cycle that allowed&nbsp;competitors to gain ground.</p>\n<p>That lull will end soon. Nio will begin shipping its long-awaited ET7 sedan in March, followed in September by the one-size-down ET5, which was&nbsp;revealed on Saturday.Meanwhile, its order books remain strong, its customer satisfaction is high, and there are signs that it&nbsp;<i>may</i>&nbsp;have put the worst of the supply chain woes in the rearview mirror.</p>\n<p>Is that enough to make it a buy?</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/22ea2e7aac96e7308f35e2a80403198a\" tg-width=\"2000\" tg-height=\"1205\" width=\"100%\" height=\"auto\"><span>NIO'S LONG NEW-PRODUCT LULL WILL END ON MARCH 28, WHEN DELIVERIES OF THE NEW ET7 SEDAN WILL BEGIN. IMAGE SOURCE: NIO.</span></p>\n<p>Several Wall Street analysts think so. In a new note on Monday,<b>Morgan Stanley</b>&nbsp;analyst Tim Hsiao reiterated the bank's overweight rating and $66 price target on Nio's shares. Hsiao wrote that while the stock's risk-to-reward ratio seems attractive, the market is expecting a lot from Nio in 2022 -- but it seems well positioned to deliver.</p>\n<p>Hsiao isn't an outlier. Last month,<b>Citi</b>&nbsp;analyst Jeff Chung noted that Nio is expected to launch three new products and revise its three existing vehicles next year, putting it in position to gain back the market share it lost to newer models from rivals like&nbsp;<b>Xpeng</b>,<b>Li Auto</b>, and&nbsp;<b>Tesla</b>. He maintained his bank's buy rating and $87 price target for Nio's shares.</p>\n<p>I'm inclined to agree with both. We haven't yet seen the third new model that Chung mentioned (the others are the ET5 and ET7), and my sense is that Nio is keeping some other surprises up its sleeve for now. While&nbsp;investors&nbsp;may need to be patient through the next few months, the new sedans -- and those surprises -- could be just what's needed to bump the stock price back up in 2022.</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>Nio Is Now Down 58% From Its High. Is It a Buy?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNio Is Now Down 58% From Its High. Is It a Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-21 13:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/12/20/nio-is-now-down-58-from-its-high-is-it-a-buy/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Shares of Nio (NYSE:NIO) set their all-time high back on Jan. 11, when they traded at $66.99 at some point during the day. As I write this at 2 p.m. ET on Monday, the stock is down about 58% from that...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/20/nio-is-now-down-58-from-its-high-is-it-a-buy/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://www.fool.com/investing/2021/12/20/nio-is-now-down-58-from-its-high-is-it-a-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180303139","content_text":"Shares of Nio (NYSE:NIO) set their all-time high back on Jan. 11, when they traded at $66.99 at some point during the day. As I write this at 2 p.m. ET on Monday, the stock is down about 58% from that all-time high. (If you prefer to measure from closing prices, it's down just over 55% from its highest-ever close of $62.84, set on Feb. 9. Either way, not good.)\nClearly it has been a rough year for Nio, which has been hit by COVID-19 shutdowns,supply chain challenges, and a lull in its new-product cycle that allowed competitors to gain ground.\nThat lull will end soon. Nio will begin shipping its long-awaited ET7 sedan in March, followed in September by the one-size-down ET5, which was revealed on Saturday.Meanwhile, its order books remain strong, its customer satisfaction is high, and there are signs that it may have put the worst of the supply chain woes in the rearview mirror.\nIs that enough to make it a buy?\nNIO'S LONG NEW-PRODUCT LULL WILL END ON MARCH 28, WHEN DELIVERIES OF THE NEW ET7 SEDAN WILL BEGIN. IMAGE SOURCE: NIO.\nSeveral Wall Street analysts think so. In a new note on Monday,Morgan Stanley analyst Tim Hsiao reiterated the bank's overweight rating and $66 price target on Nio's shares. Hsiao wrote that while the stock's risk-to-reward ratio seems attractive, the market is expecting a lot from Nio in 2022 -- but it seems well positioned to deliver.\nHsiao isn't an outlier. Last month,Citi analyst Jeff Chung noted that Nio is expected to launch three new products and revise its three existing vehicles next year, putting it in position to gain back the market share it lost to newer models from rivals like Xpeng,Li Auto, and Tesla. He maintained his bank's buy rating and $87 price target for Nio's shares.\nI'm inclined to agree with both. We haven't yet seen the third new model that Chung mentioned (the others are the ET5 and ET7), and my sense is that Nio is keeping some other surprises up its sleeve for now. While investors may need to be patient through the next few months, the new sedans -- and those surprises -- could be just what's needed to bump the stock price back up in 2022.","news_type":1},"isVote":1,"tweetType":1,"viewCount":620,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693172032,"gmtCreate":1639993096668,"gmtModify":1639993137948,"author":{"id":"4091783136376870","authorId":"4091783136376870","name":"oklebs","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693172032","repostId":"1113383622","repostType":2,"repost":{"id":"1113383622","pubTimestamp":1639976832,"share":"https://www.laohu8.com/m/news/1113383622?lang=&edition=full","pubTime":"2021-12-20 13:07","market":"us","language":"en","title":"Warren Buffett scored 3,000% gains in electric car stock without Rivian or Tesla","url":"https://stock-news.laohu8.com/highlight/detail?id=1113383622","media":"MoneyWise","summary":"Buffett turned millions into billions without relying on Tesla or Rivian. Here's how.\nProxibid / You","content":"<p>Buffett turned millions into billions without relying on Tesla or Rivian. Here's how.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ad3307d70c05b107f55743e899860400\" tg-width=\"1512\" tg-height=\"672\" width=\"100%\" height=\"auto\"><span>Proxibid / YouTube</span></p>\n<p>After a white-hot early November, electric vehicle stocks have declined sharply over the past month or so. But for investors who got in early enough and stuck around, the returns are still solid.</p>\n<p>Rivian Automotive, which debuted on Nasdaq last month at $78 per share, continues to trade near $100. And Lucid Group, which went public through a SPAC deal this summer, remains up 55% over the past two months.</p>\n<p>Then there’s Tesla, which despite its recent pullback, is up a whopping 2,210% over the last five years.</p>\n<p>Warren Buffett isn’t known for chasing hype, but that doesn’t mean he’s missing out on the EV boom.</p>\n<p>In fact, Buffett bought into the industry more than a decade ago. He poured hundreds of millions into Chinese electric-vehicle maker BYD, and that bet continues to pay off handsomely.</p>\n<p>Here’s a look at the legendary investor’s favorite EV stock — along with two other Chinese manufacturers.</p>\n<p><b>BYD (BYDDY)</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c7f83a2c9ca39bfb056f6d2bbadb1b22\" tg-width=\"1200\" tg-height=\"500\" width=\"100%\" height=\"auto\"><span>Jengtingchen / Wikimedia Commons</span></p>\n<p>In 2008, Buffett’s company Berkshire Hathaway bought 225 million shares of BYD for $232 million.</p>\n<p>Berkshire’s latest shareholder letter shows it still held those shares as of Dec. 31, 2020 — except their market value had surged to roughly $5.9 billion.</p>\n<p>Considering that BYD has gone up another 25% this year, Buffett’s company would have racked up another $1.48 billion gain on that position, assuming he hasn’t sold any shares.</p>\n<p>And there’s more to the company than just hype. In Q3, BYD sold 183,000 new electric vehicles (including hybrids), up 294% year over year. And when it comes to pure EVs, the company sold 91,616, representing a 186% increase.</p>\n<p>But despite its entrenched position, BYD shares are not listed in America. They only trade over the counter here, so you would need to use a specialized broker. Thankfully, other fast-growing Chinese EV makers have made it to U.S. stock exchanges.</p>\n<p><b>NIO (NIO)</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fe8d7b25f07ea2e14694a7f543120d6e\" tg-width=\"1200\" tg-height=\"500\" width=\"100%\" height=\"auto\"><span>Jengtingchen / Wikimedia Commons</span></p>\n<p>NIO is one of them.</p>\n<p>The company entered the market in December 2017 with a seven-seat premium electric SUV called the ES8. One year later, it debuted the ES6, and in late 2019, NIO added a five-seat “crossover coupe” SUV called the EC6 to its lineup.</p>\n<p>The company delivered 24,439 EVs in the third quarter of this year, doubling the number of EVs delivered during the same period last year. As of Nov. 30, cumulative deliveries of NIO’s three models have surpassed 156,000 vehicles.</p>\n<p>NIO shares have been on a roller coaster ride. Last summer, the stock was trading at less than $10. It skyrocketed to over $60 during the meme stock frenzy earlier this year, before losing a good chunk of the gains. Today, shares are trading at around $30 apiece.</p>\n<p><b>XPeng (XPEV)</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4fdd4c473208cc099fb3fa3f8b2e502e\" tg-width=\"1200\" tg-height=\"500\" width=\"100%\" height=\"auto\"><span>Yirangong / Wikimedia Commons</span></p>\n<p>XPeng is another Chinese EV company trading in the U.S. stock market.</p>\n<p>It went public in August 2020 with an IPO price of $15. Thanks to the market’s huge appetite for EV stocks over the past year, XPeng shares have climbed to over $40 apiece.</p>\n<p>Again, it’s not just hype — business is booming. The automaker is rapidly ramping up production.</p>\n<p>In Q3, XPeng delivered 25,666 EVs, representing a 199.2% increase year over year and marking a new quarterly record.</p>\n<p>Meanwhile, total revenue jumped 187.4% year over year to $887.7 million for the quarter.</p>","source":"lsy1621813427262","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>Warren Buffett scored 3,000% gains in electric car stock without Rivian or Tesla</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWarren Buffett scored 3,000% gains in electric car stock without Rivian or Tesla\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-20 13:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://moneywise.com/investing/stocks/buffett-BYD-december><strong>MoneyWise</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Buffett turned millions into billions without relying on Tesla or Rivian. Here's how.\nProxibid / YouTube\nAfter a white-hot early November, electric vehicle stocks have declined sharply over the past ...</p>\n\n<a href=\"https://moneywise.com/investing/stocks/buffett-BYD-december\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BRK.B":"伯克希尔B","BYDDY":"比亚迪ADR","NIO":"蔚来","XPEV":"小鹏汽车","01211":"比亚迪股份","BRK.A":"伯克希尔"},"source_url":"https://moneywise.com/investing/stocks/buffett-BYD-december","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113383622","content_text":"Buffett turned millions into billions without relying on Tesla or Rivian. Here's how.\nProxibid / YouTube\nAfter a white-hot early November, electric vehicle stocks have declined sharply over the past month or so. But for investors who got in early enough and stuck around, the returns are still solid.\nRivian Automotive, which debuted on Nasdaq last month at $78 per share, continues to trade near $100. And Lucid Group, which went public through a SPAC deal this summer, remains up 55% over the past two months.\nThen there’s Tesla, which despite its recent pullback, is up a whopping 2,210% over the last five years.\nWarren Buffett isn’t known for chasing hype, but that doesn’t mean he’s missing out on the EV boom.\nIn fact, Buffett bought into the industry more than a decade ago. He poured hundreds of millions into Chinese electric-vehicle maker BYD, and that bet continues to pay off handsomely.\nHere’s a look at the legendary investor’s favorite EV stock — along with two other Chinese manufacturers.\nBYD (BYDDY)\nJengtingchen / Wikimedia Commons\nIn 2008, Buffett’s company Berkshire Hathaway bought 225 million shares of BYD for $232 million.\nBerkshire’s latest shareholder letter shows it still held those shares as of Dec. 31, 2020 — except their market value had surged to roughly $5.9 billion.\nConsidering that BYD has gone up another 25% this year, Buffett’s company would have racked up another $1.48 billion gain on that position, assuming he hasn’t sold any shares.\nAnd there’s more to the company than just hype. In Q3, BYD sold 183,000 new electric vehicles (including hybrids), up 294% year over year. And when it comes to pure EVs, the company sold 91,616, representing a 186% increase.\nBut despite its entrenched position, BYD shares are not listed in America. They only trade over the counter here, so you would need to use a specialized broker. Thankfully, other fast-growing Chinese EV makers have made it to U.S. stock exchanges.\nNIO (NIO)\nJengtingchen / Wikimedia Commons\nNIO is one of them.\nThe company entered the market in December 2017 with a seven-seat premium electric SUV called the ES8. One year later, it debuted the ES6, and in late 2019, NIO added a five-seat “crossover coupe” SUV called the EC6 to its lineup.\nThe company delivered 24,439 EVs in the third quarter of this year, doubling the number of EVs delivered during the same period last year. As of Nov. 30, cumulative deliveries of NIO’s three models have surpassed 156,000 vehicles.\nNIO shares have been on a roller coaster ride. Last summer, the stock was trading at less than $10. It skyrocketed to over $60 during the meme stock frenzy earlier this year, before losing a good chunk of the gains. Today, shares are trading at around $30 apiece.\nXPeng (XPEV)\nYirangong / Wikimedia Commons\nXPeng is another Chinese EV company trading in the U.S. stock market.\nIt went public in August 2020 with an IPO price of $15. Thanks to the market’s huge appetite for EV stocks over the past year, XPeng shares have climbed to over $40 apiece.\nAgain, it’s not just hype — business is booming. The automaker is rapidly ramping up production.\nIn Q3, XPeng delivered 25,666 EVs, representing a 199.2% increase year over year and marking a new quarterly record.\nMeanwhile, total revenue jumped 187.4% year over year to $887.7 million for the quarter.","news_type":1},"isVote":1,"tweetType":1,"viewCount":573,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693145741,"gmtCreate":1639992193085,"gmtModify":1639992193255,"author":{"id":"4091783136376870","authorId":"4091783136376870","name":"oklebs","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"What happen","listText":"What happen","text":"What happen","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/693145741","repostId":"1152008216","repostType":4,"repost":{"id":"1152008216","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":1639991203,"share":"https://www.laohu8.com/m/news/1152008216?lang=&edition=full","pubTime":"2021-12-20 17:06","market":"us","language":"en","title":"EV stocks fell in premarket trading, with Tesla falling more than 2%.","url":"https://stock-news.laohu8.com/highlight/detail?id=1152008216","media":"Tiger Newspress","summary":"EV stocks fell in premarket trading, with Tesla falling more than 2%.\nLucid, Nio, Li Auto and XPeng ","content":"<p>EV stocks fell in premarket trading,&nbsp;with&nbsp;Tesla&nbsp;falling&nbsp;more&nbsp;than&nbsp;2%.</p>\n<p>Lucid,&nbsp;Nio,&nbsp;Li Auto and XPeng slid between 3% and 6%.<img src=\"https://static.tigerbbs.com/3570f7360ccafe4ece6a06cb3611efdf\" tg-width=\"709\" tg-height=\"587\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>EV stocks fell in premarket trading, with Tesla falling more than 2%.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nEV stocks fell in premarket trading, with Tesla falling more than 2%.\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-12-20 17:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>EV stocks fell in premarket trading,&nbsp;with&nbsp;Tesla&nbsp;falling&nbsp;more&nbsp;than&nbsp;2%.</p>\n<p>Lucid,&nbsp;Nio,&nbsp;Li Auto and XPeng slid between 3% and 6%.<img src=\"https://static.tigerbbs.com/3570f7360ccafe4ece6a06cb3611efdf\" tg-width=\"709\" tg-height=\"587\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","TSLA":"特斯拉","LI":"理想汽车","LCID":"Lucid Group Inc","XPEV":"小鹏汽车"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152008216","content_text":"EV stocks fell in premarket trading, with Tesla falling more than 2%.\nLucid, Nio, Li Auto and XPeng slid between 3% and 6%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":624,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693354016,"gmtCreate":1639975831639,"gmtModify":1639975833734,"author":{"id":"4091783136376870","authorId":"4091783136376870","name":"oklebs","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Let’s go!!!","listText":"Let’s go!!!","text":"Let’s go!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/693354016","repostId":"1170599515","repostType":2,"repost":{"id":"1170599515","pubTimestamp":1639872378,"share":"https://www.laohu8.com/m/news/1170599515?lang=&edition=full","pubTime":"2021-12-19 08:06","market":"us","language":"en","title":"Nio unveils new model and talks power at Nio Day event","url":"https://stock-news.laohu8.com/highlight/detail?id=1170599515","media":"Seeking Alpha","summary":"$Nio $ unveiled its the ET5 mid-size smart electric sedan at Nio Day 2021 today. The vehicle is the fifth mass-produced model from the Chinese electric vehicle maker.The automaker says the ET5 draws on the fluid silhouette of ET7 and \"seamlessly integrates high-performance autonomous driving sensors into its pure yet progressive body lines.\". The ET5 features the latest NIO Autonomous Driving and is said to be set to gradually achieve a safe and reassuring autonomous driving experience in scenar","content":"<p><a href=\"https://laohu8.com/S/NIO\">Nio </a> unveiled its the ET5 mid-size smart electric sedan at Nio Day 2021 today. The vehicle is the fifth mass-produced model from the Chinese electric vehicle maker.</p>\n<p>The automaker says the ET5 draws on the fluid silhouette of ET7 and \"seamlessly integrates high-performance autonomous driving sensors into its pure yet progressive body lines.\"</p>\n<p>Customers can buy the ET5 with battery pack for 328,000 yuan ($51,450) for the version with 75kWh battery pack and 386,000 yuan ($60,550) for the 100kWh version. Those prices are before subsidies.</p>\n<p>The ET5 features the latest NIO Autonomous Driving and is said to be set to gradually achieve a safe and reassuring autonomous driving experience in scenarios such as highways, urban areas, parking and battery swapping.</p>\n<p>Other highlights from Nio's (NIO) event included updates on the ET7. The company also talked up its power and battery charging initiatives. Nio (NIO) said it has now deployed 3,348 destination chargers and 3,136 super chargers across China. Home chargers have been installed for 94K users.</p>\n<p>Watch Nio (NIO) for a bounce on Monday if the event creates buzz. Nio is already one of the most discussed stocks on StockTwits and Reddit's WallStreetBets. See all the stocks on watch next week for some share price volatility.</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>Nio unveils new model and talks power at Nio Day event</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNio unveils new model and talks power at Nio Day event\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-19 08:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3781485-nio-unveils-new-model-and-talks-power-at-nio-day-event><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nio  unveiled its the ET5 mid-size smart electric sedan at Nio Day 2021 today. The vehicle is the fifth mass-produced model from the Chinese electric vehicle maker.\nThe automaker says the ET5 draws on...</p>\n\n<a href=\"https://seekingalpha.com/news/3781485-nio-unveils-new-model-and-talks-power-at-nio-day-event\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://seekingalpha.com/news/3781485-nio-unveils-new-model-and-talks-power-at-nio-day-event","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170599515","content_text":"Nio  unveiled its the ET5 mid-size smart electric sedan at Nio Day 2021 today. The vehicle is the fifth mass-produced model from the Chinese electric vehicle maker.\nThe automaker says the ET5 draws on the fluid silhouette of ET7 and \"seamlessly integrates high-performance autonomous driving sensors into its pure yet progressive body lines.\"\nCustomers can buy the ET5 with battery pack for 328,000 yuan ($51,450) for the version with 75kWh battery pack and 386,000 yuan ($60,550) for the 100kWh version. Those prices are before subsidies.\nThe ET5 features the latest NIO Autonomous Driving and is said to be set to gradually achieve a safe and reassuring autonomous driving experience in scenarios such as highways, urban areas, parking and battery swapping.\nOther highlights from Nio's (NIO) event included updates on the ET7. The company also talked up its power and battery charging initiatives. Nio (NIO) said it has now deployed 3,348 destination chargers and 3,136 super chargers across China. Home chargers have been installed for 94K users.\nWatch Nio (NIO) for a bounce on Monday if the event creates buzz. Nio is already one of the most discussed stocks on StockTwits and Reddit's WallStreetBets. See all the stocks on watch next week for some share price volatility.","news_type":1},"isVote":1,"tweetType":1,"viewCount":415,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604889664,"gmtCreate":1639369692201,"gmtModify":1639369692331,"author":{"id":"4091783136376870","authorId":"4091783136376870","name":"oklebs","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/604889664","repostId":"1171394291","repostType":4,"repost":{"id":"1171394291","pubTimestamp":1639366890,"share":"https://www.laohu8.com/m/news/1171394291?lang=&edition=full","pubTime":"2021-12-13 11:41","market":"us","language":"en","title":"Apple's $3 trillion market cap to be a 'watershed moment' for company","url":"https://stock-news.laohu8.com/highlight/detail?id=1171394291","media":"Seeking Alpha","summary":"As many companies begin to gear down for the Christmas and New Year holidays, there remains one tech","content":"<p>As many companies begin to gear down for the Christmas and New Year holidays, there remains one tech stalwart that is on the brink of a milestone that no other company in history has achieved: Apple.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8c6ec3289e9b74b1c20fa47308bcbb20\" tg-width=\"1536\" tg-height=\"1063\" width=\"100%\" height=\"auto\"><span>Justin Sullivan/Getty Images News</span></p>\n<p>The most-iconic of all tech companies stands a good chance of reaching $3 trillion in market capitalization this week. Apple(NASDAQ:AAPL)finished Friday with a valuation of $2.944 trillion, so all Wall Street needs to do now is add $56 billion to the iPhone maker's stock value and Apple (AAPL) will stand alone in the $3 trillion club.</p>\n<p>To put that amount in some perspective, Apple (AAPL) became the first company to hit $1 trillion in market cap in 2018--or, 42 years after Steve Jobs and Steve Wozniak founded Apple (AAPL) in a garage in Cupertino, Calif. It then took Apple just until 2020 to reach $2 trillion in market cap. Right now, the only other company worth more than $2 trillion is Microsoft(NASDAQ:MSFT), which ended last week with a market cap of $2.57 trillion.</p>\n<p>\"The Street is starting to better appreciate the robust fundamental story into 2022 for [Apple Chief Executive] Tim Cook &amp; Co.,\" said Wedbush analyst Dan Ives, in a research note on Sunday. \"Hitting $3 trillion is another watershed moment for Apple as the company continues to prove the doubters wrong with the renaissance of growth story playing out in Cupertino.\"</p>\n<p>While Apple's (AAPL) iPhone sales continue to be the biggest source of the company's strength--iPhones accounted for almost $39 billion of Apple's $83.4 billion in fiscal fourth-quarter sales--Ives said the \"linchpin\" of Apple's (AAPL) growing valuation is its services business.</p>\n<p>Services, which include items such as sales from the App Store and subscriptions to everything from Apple TV+ to iCloud storage plans, brought in $18.3 billion in revenue in Apple's (AAPL) most-recent quarter. Ives estimates that Apple's (AAPL) services business&nbsp;\"is worth $1.5 trillion in the eyes of the Street,\" and is benefiting from being coupled with a hardware ecosystem that \"is in the midst of its strongest product cycle in over a decade, led by iPhone 13.\"</p>\n<p>Even issues related to component supplies that could impede Apple's (AAPL) path toward a market cap for $3 trillion or more are likely to be little more than minor speedbumps for the company to overcome, in Ives opinion.</p>\n<p>\"Supply shortages of roughly 15 million iPhone units globally remain an issue that should moderate into early 2022,\" Ives said. \"Importantly, the underlying demand story is our focus into 2022 and we believe is the ultimate driver of the stock going forward.\"</p>\n<p>Ives estimates that Apple (AAPL) will sell more than 40 million iPhones during the end-of-the-year holiday season, and that China alone is set to see 15 million upgrades to the iPhone 13 during the quarter that concludes at the end of December.</p>\n<p>Along with the iPhone, Ives said many signs point toward Apple (AAPL) rolling out its first augmented reality [AR] glasses by the summer of 2022, and that move could add $20 a share to the company's valuation. Morgan Stanley analyst Katy Huberty also recently said that Apple (AAPL) should see success with its AR glasses due to its long-time&nbsp;track record of entering consumer markets with successful new products.</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>Apple's $3 trillion market cap to be a 'watershed moment' for company</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple's $3 trillion market cap to be a 'watershed moment' for company\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-13 11:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3779362-apple-nearing-watershed-moment-of-3-trillion-in-market-cap><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>As many companies begin to gear down for the Christmas and New Year holidays, there remains one tech stalwart that is on the brink of a milestone that no other company in history has achieved: Apple.\n...</p>\n\n<a href=\"https://seekingalpha.com/news/3779362-apple-nearing-watershed-moment-of-3-trillion-in-market-cap\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/news/3779362-apple-nearing-watershed-moment-of-3-trillion-in-market-cap","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171394291","content_text":"As many companies begin to gear down for the Christmas and New Year holidays, there remains one tech stalwart that is on the brink of a milestone that no other company in history has achieved: Apple.\nJustin Sullivan/Getty Images News\nThe most-iconic of all tech companies stands a good chance of reaching $3 trillion in market capitalization this week. Apple(NASDAQ:AAPL)finished Friday with a valuation of $2.944 trillion, so all Wall Street needs to do now is add $56 billion to the iPhone maker's stock value and Apple (AAPL) will stand alone in the $3 trillion club.\nTo put that amount in some perspective, Apple (AAPL) became the first company to hit $1 trillion in market cap in 2018--or, 42 years after Steve Jobs and Steve Wozniak founded Apple (AAPL) in a garage in Cupertino, Calif. It then took Apple just until 2020 to reach $2 trillion in market cap. Right now, the only other company worth more than $2 trillion is Microsoft(NASDAQ:MSFT), which ended last week with a market cap of $2.57 trillion.\n\"The Street is starting to better appreciate the robust fundamental story into 2022 for [Apple Chief Executive] Tim Cook & Co.,\" said Wedbush analyst Dan Ives, in a research note on Sunday. \"Hitting $3 trillion is another watershed moment for Apple as the company continues to prove the doubters wrong with the renaissance of growth story playing out in Cupertino.\"\nWhile Apple's (AAPL) iPhone sales continue to be the biggest source of the company's strength--iPhones accounted for almost $39 billion of Apple's $83.4 billion in fiscal fourth-quarter sales--Ives said the \"linchpin\" of Apple's (AAPL) growing valuation is its services business.\nServices, which include items such as sales from the App Store and subscriptions to everything from Apple TV+ to iCloud storage plans, brought in $18.3 billion in revenue in Apple's (AAPL) most-recent quarter. Ives estimates that Apple's (AAPL) services business \"is worth $1.5 trillion in the eyes of the Street,\" and is benefiting from being coupled with a hardware ecosystem that \"is in the midst of its strongest product cycle in over a decade, led by iPhone 13.\"\nEven issues related to component supplies that could impede Apple's (AAPL) path toward a market cap for $3 trillion or more are likely to be little more than minor speedbumps for the company to overcome, in Ives opinion.\n\"Supply shortages of roughly 15 million iPhone units globally remain an issue that should moderate into early 2022,\" Ives said. \"Importantly, the underlying demand story is our focus into 2022 and we believe is the ultimate driver of the stock going forward.\"\nIves estimates that Apple (AAPL) will sell more than 40 million iPhones during the end-of-the-year holiday season, and that China alone is set to see 15 million upgrades to the iPhone 13 during the quarter that concludes at the end of December.\nAlong with the iPhone, Ives said many signs point toward Apple (AAPL) rolling out its first augmented reality [AR] glasses by the summer of 2022, and that move could add $20 a share to the company's valuation. Morgan Stanley analyst Katy Huberty also recently said that Apple (AAPL) should see success with its AR glasses due to its long-time track record of entering consumer markets with successful new products.","news_type":1},"isVote":1,"tweetType":1,"viewCount":574,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605187336,"gmtCreate":1639130104604,"gmtModify":1639130104742,"author":{"id":"4091783136376870","authorId":"4091783136376870","name":"oklebs","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Overvalued","listText":"Overvalued","text":"Overvalued","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/605187336","repostId":"1133845166","repostType":2,"repost":{"id":"1133845166","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":1639130022,"share":"https://www.laohu8.com/m/news/1133845166?lang=&edition=full","pubTime":"2021-12-10 17:53","market":"us","language":"en","title":"Grab shares dropped another 2% in premarket trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1133845166","media":"Tiger Newspress","summary":"Grab shares dropped another 2% in premarket trading.The stock fell more than 9% yesterday.","content":"<p>Grab shares dropped another 2% in premarket trading.The stock fell more than 9% yesterday.</p>\n<p><img src=\"https://static.tigerbbs.com/c53085cee57f6060446a02aa58e6a691\" tg-width=\"843\" tg-height=\"619\" width=\"100%\" height=\"auto\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Grab shares dropped another 2% in premarket trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGrab shares dropped another 2% in premarket trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-12-10 17:53</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Grab shares dropped another 2% in premarket trading.The stock fell more than 9% yesterday.</p>\n<p><img src=\"https://static.tigerbbs.com/c53085cee57f6060446a02aa58e6a691\" tg-width=\"843\" tg-height=\"619\" width=\"100%\" height=\"auto\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GRAB":"Grab Holdings"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133845166","content_text":"Grab shares dropped another 2% in premarket trading.The stock fell more than 9% yesterday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":705,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605313633,"gmtCreate":1639111748545,"gmtModify":1639112851276,"author":{"id":"4091783136376870","authorId":"4091783136376870","name":"oklebs","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"That’s what they always say. Even in the lows of 2020 when Covid hit the hardest, they would say a bear market is upon us. But turned out it wasn’t really the case","listText":"That’s what they always say. Even in the lows of 2020 when Covid hit the hardest, they would say a bear market is upon us. But turned out it wasn’t really the case","text":"That’s what they always say. Even in the lows of 2020 when Covid hit the hardest, they would say a bear market is upon us. But turned out it wasn’t really the case","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605313633","repostId":"1173696854","repostType":2,"repost":{"id":"1173696854","pubTimestamp":1639100666,"share":"https://www.laohu8.com/m/news/1173696854?lang=&edition=full","pubTime":"2021-12-10 09:44","market":"us","language":"en","title":"The next recession: Here’s when the ‘everything bubble’ will burst","url":"https://stock-news.laohu8.com/highlight/detail?id=1173696854","media":"Fortune","summary":"In October 20XX. That’s not a typo. To reach the best guesstimate of when the next recession will be","content":"<p>In October 20XX. That’s not a typo. To reach the best guesstimate of when the next recession will begin, we need to understand how the Federal Reserve creates unsustainable booms and why the next bust may be just around the corner.</p>\n<p>A caveat is in order. As physicist Niels Bohr exclaimed, “Prediction is very difficult, especially if it’s about the future.” Nevertheless, I will weigh in fearlessly with my 10 cents. The Fed’s inflationary policies have increased my two cents fivefold. Maybe the next cryptocurrency is on the horizon: My 10 Cents.</p>\n<p>If a dog can have a crypto, why can’t a retired finance professor who&nbsp;warned the public&nbsp;that prices were about to accelerate due to the Fed’s inflationary policies in the spring of 1976 have one?</p>\n<p>Consumerprices rose5.7% in 1976, 6.5% in 1977, 7.6% in 1978, 11.3% in 1979 and 13.5% in 1980. Talk about being right on the money!</p>\n<p>As inflation was galloping throughout his presidency, then President Jimmy Carter appointed Paul Volcker, a former banker and U.S. Treasury official, in 1979 to halt the multiyear price spiral. Volcker succeeded spectacularly. Consumer prices rose 10.3% in 1981, revealing how inflation momentum can continue for a while before the Fed’s tight money policies slay the inflation dragon. In 1982, prices rose 6.1%, 3.2% in 1983, and (miracle of miracles) only 1.9% in 1986, a year before Volcker stepped down as Fed chairman and was replaced by Alan Greenspan.</p>\n<p>To accomplish what was considered at the time improbable due to high inflation expectations, the Volcker-led Fed&nbsp;raised the Fed Funds Rate–the rate banks borrow from each other for overnight loans–to 22% by December 1980. The cost of Volcker’s tight monetary policies necessary to halt the dollar’s slide was back-to-back recessions: a short downturn 1980 and then another one, 1981-1982. A case can be made that one long recession occurred that in effect lasted three years, from January 1980 to November 1982.</p>\n<p><b>Pinpointing the moment</b></p>\n<p>One of the best leading indicators of a cyclical downturn is the unemployment rate, which reached a cyclical bottom in May 1979 (5.6%) several months before the 1980 recession and didn’t peak until November 1982 (10.8%). The unemployment rate declined until the next upturn in layoffs began to accelerate in 1990.</p>\n<p>Currently,<b>the unemployment rate</b>&nbsp;has been declining from the lockdown peak of early 2020 and has reached levels that historically have signaled the beginning of the end of a cyclical boom. Lockdowns have undoubtedly distorted the unemployment rate, but the&nbsp;historical pattern&nbsp;reveals that when the unemployment rate nears three percent and then turns up, a recession will soon begin.</p>\n<p><img src=\"https://static.tigerbbs.com/746377b702eacfdfaa019222f8161b85\" tg-width=\"705\" tg-height=\"272\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><b>The yield curve</b>&nbsp;is one of the most widely followed financial indicators that portend a recession usually within a year. The yield curve reveals the relationship between short-term and long-term interest rates. Typically, the yield curve is upward sloping, like today, when short-term rates are below long-term rates, reflecting a substantial amount of liquidity in the financial markets.</p>\n<p>When the Fed becomes concerned that the economy is “overheating,” it tends to raise the Fed Funds Rate to cool down price inflation, which occurred prior to the bursting of both the 2000 dotcom bubble and the 2007 housing bubble. The yield curve was&nbsp;virtually inverted&nbsp;at the end of 2019, suggesting that a recession would begin sometime in 2020. However, the lockdowns in response to COVID-19 caused an economic downturn in early 2020, not a typical cyclical recession.</p>\n<p>Now the economy is in another cyclical upswing because the Federal Reservein&nbsp;jected $4 trillion&nbsp;of liquidity to “simulate” the economy. At the most recent meeting of the Federal Open Market Committee (FOMC), it was decided to reduce monthly purchases from $120 billion to $105 billion. In other words, the Fed will continue to have its foot on the monetary pedal even as the inflation rate recently topped 6% year over year. In the past accelerating inflation would set off alarm bells at the Fed to raise interest rates to dampen inflationary pressure and expectations. Currently, the thinking at the Fed is that price inflation is “transitory” and therefore monetary policy does not have to be tightened.</p>\n<p>My fearless forecast, therefore, is: Inflation accelerates in 2022. Then, the public outcry over skyrocketing prices and the media reports highlighting how prices are decimating the average family’s purchasing power may cause the Biden administration to impose wage-price controls as President Nixon did in 1971 to take the sting out of inflation before his 1972 reelection campaign. Biden could use an executive order if Congress doesn’t give him statutory authority to impose price controls.</p>\n<p>Without price controls, I expect the Fed to raise the Fed Funds Rate, sometime in 2022 and to continue tightening in 2023. Thus, the next recession could begin in the fall of 2023, but no later than a year later. If the recession does not begin on schedule, it only means it has been postponed, not eliminated.</p>","source":"lsy1612507957220","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>The next recession: Here’s when the ‘everything bubble’ will burst</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe next recession: Here’s when the ‘everything bubble’ will burst\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-10 09:44 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/next-recession-everything-bubble-burst-120100109.html><strong>Fortune</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In October 20XX. That’s not a typo. To reach the best guesstimate of when the next recession will begin, we need to understand how the Federal Reserve creates unsustainable booms and why the next bust...</p>\n\n<a href=\"https://finance.yahoo.com/news/next-recession-everything-bubble-burst-120100109.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://finance.yahoo.com/news/next-recession-everything-bubble-burst-120100109.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173696854","content_text":"In October 20XX. That’s not a typo. To reach the best guesstimate of when the next recession will begin, we need to understand how the Federal Reserve creates unsustainable booms and why the next bust may be just around the corner.\nA caveat is in order. As physicist Niels Bohr exclaimed, “Prediction is very difficult, especially if it’s about the future.” Nevertheless, I will weigh in fearlessly with my 10 cents. The Fed’s inflationary policies have increased my two cents fivefold. Maybe the next cryptocurrency is on the horizon: My 10 Cents.\nIf a dog can have a crypto, why can’t a retired finance professor who warned the public that prices were about to accelerate due to the Fed’s inflationary policies in the spring of 1976 have one?\nConsumerprices rose5.7% in 1976, 6.5% in 1977, 7.6% in 1978, 11.3% in 1979 and 13.5% in 1980. Talk about being right on the money!\nAs inflation was galloping throughout his presidency, then President Jimmy Carter appointed Paul Volcker, a former banker and U.S. Treasury official, in 1979 to halt the multiyear price spiral. Volcker succeeded spectacularly. Consumer prices rose 10.3% in 1981, revealing how inflation momentum can continue for a while before the Fed’s tight money policies slay the inflation dragon. In 1982, prices rose 6.1%, 3.2% in 1983, and (miracle of miracles) only 1.9% in 1986, a year before Volcker stepped down as Fed chairman and was replaced by Alan Greenspan.\nTo accomplish what was considered at the time improbable due to high inflation expectations, the Volcker-led Fed raised the Fed Funds Rate–the rate banks borrow from each other for overnight loans–to 22% by December 1980. The cost of Volcker’s tight monetary policies necessary to halt the dollar’s slide was back-to-back recessions: a short downturn 1980 and then another one, 1981-1982. A case can be made that one long recession occurred that in effect lasted three years, from January 1980 to November 1982.\nPinpointing the moment\nOne of the best leading indicators of a cyclical downturn is the unemployment rate, which reached a cyclical bottom in May 1979 (5.6%) several months before the 1980 recession and didn’t peak until November 1982 (10.8%). The unemployment rate declined until the next upturn in layoffs began to accelerate in 1990.\nCurrently,the unemployment rate has been declining from the lockdown peak of early 2020 and has reached levels that historically have signaled the beginning of the end of a cyclical boom. Lockdowns have undoubtedly distorted the unemployment rate, but the historical pattern reveals that when the unemployment rate nears three percent and then turns up, a recession will soon begin.\n\nThe yield curve is one of the most widely followed financial indicators that portend a recession usually within a year. The yield curve reveals the relationship between short-term and long-term interest rates. Typically, the yield curve is upward sloping, like today, when short-term rates are below long-term rates, reflecting a substantial amount of liquidity in the financial markets.\nWhen the Fed becomes concerned that the economy is “overheating,” it tends to raise the Fed Funds Rate to cool down price inflation, which occurred prior to the bursting of both the 2000 dotcom bubble and the 2007 housing bubble. The yield curve was virtually inverted at the end of 2019, suggesting that a recession would begin sometime in 2020. However, the lockdowns in response to COVID-19 caused an economic downturn in early 2020, not a typical cyclical recession.\nNow the economy is in another cyclical upswing because the Federal Reservein jected $4 trillion of liquidity to “simulate” the economy. At the most recent meeting of the Federal Open Market Committee (FOMC), it was decided to reduce monthly purchases from $120 billion to $105 billion. In other words, the Fed will continue to have its foot on the monetary pedal even as the inflation rate recently topped 6% year over year. In the past accelerating inflation would set off alarm bells at the Fed to raise interest rates to dampen inflationary pressure and expectations. Currently, the thinking at the Fed is that price inflation is “transitory” and therefore monetary policy does not have to be tightened.\nMy fearless forecast, therefore, is: Inflation accelerates in 2022. Then, the public outcry over skyrocketing prices and the media reports highlighting how prices are decimating the average family’s purchasing power may cause the Biden administration to impose wage-price controls as President Nixon did in 1971 to take the sting out of inflation before his 1972 reelection campaign. Biden could use an executive order if Congress doesn’t give him statutory authority to impose price controls.\nWithout price controls, I expect the Fed to raise the Fed Funds Rate, sometime in 2022 and to continue tightening in 2023. Thus, the next recession could begin in the fall of 2023, but no later than a year later. If the recession does not begin on schedule, it only means it has been postponed, not eliminated.","news_type":1},"isVote":1,"tweetType":1,"viewCount":850,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602787870,"gmtCreate":1639069070232,"gmtModify":1639069070375,"author":{"id":"4091783136376870","authorId":"4091783136376870","name":"oklebs","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Completely agree. There are too many factors that are against the business model and a lack of track record, accompanied by poor financial outlook","listText":"Completely agree. There are too many factors that are against the business model and a lack of track record, accompanied by poor financial outlook","text":"Completely agree. There are too many factors that are against the business model and a lack of track record, accompanied by poor financial outlook","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/602787870","repostId":"1115551422","repostType":2,"repost":{"id":"1115551422","pubTimestamp":1638933173,"share":"https://www.laohu8.com/m/news/1115551422?lang=&edition=full","pubTime":"2021-12-08 11:12","market":"us","language":"en","title":"The Grab IPO's Many, Many Problems","url":"https://stock-news.laohu8.com/highlight/detail?id=1115551422","media":"Seeking Alpha","summary":"Summary\n\nSoutheast Asian company Grab launched its public debut last week, but the price drastically","content":"<p>Summary</p>\n<ul>\n <li>Southeast Asian company Grab launched its public debut last week, but the price drastically fell, and it currently has a market cap of about $35 billion.</li>\n <li>Grab is competing in a rich market and offers a wide range of services, but faces intense competition on multiple fronts from larger companies.</li>\n <li>Grab’s revenue is growing rapidly, but it lacks a sustained history, and its profitability and valuation numbers need significant improvement.</li>\n <li>Given the above factors, investors should not consider this IPO.</li>\n</ul>\n<p>The past few days have not gone well for southeast Asian company Grab(NASDAQ:GRAB). The company, or rather the SPAC it merged with known as Altimeter Growth Corp, debuted its IPO last Thursday at a price of $13.05, achieving a valuation of nearly $40 billion and making it one of the largest IPOs of the year. But as&nbsp;CNN&nbsp;reported, the company's valuation declined by 21%. As of the time of writing Monday morning, Grab currently has a share price of $8.99, giving it a market cap of around $35 billion.</p>\n<p>Company president Ming Maa put a brave face on this initial result, telling&nbsp;Fortune&nbsp;that Southeast Asia is on the cusp of a digital revolution and that he believes Grab can grow rapidly and become profitable. But when one looks at Grab's financial numbers and prospects, there are many reasons to be very concerned about this company's future. Grab could very well become another Uber(NYSE:UBER), which after its recent fall is now trading below its IPO price of 2.5 years ago.</p>\n<p><b>The Company Problem</b></p>\n<p>Grab is at its core a ridesharing company and debuted as a taxi app in Malaysia in 2012. But like Uber, it aims to be so much more. The company states in its&nbsp;prospectus&nbsp;that:</p>\n<blockquote>\n \"We enable millions of people each day to access driver- and merchant-partners to order food or groceries, send packages, hail a ride or taxi, pay for online purchases or access services such as lending, insurance, wealth management and telemedicine.\"\n</blockquote>\n<p>It operates across eight countries in the Southeast Asian region.</p>\n<p>At its core, Grab has three main businesses. Its first and most important is ride-hailing, which connects five million \"driver-partners\" with customers. Second, it focuses on food delivery, whether from restaurants or from grocery stores. Finally, Grab has begun focusing on financial services, which includes GrabPay, GrabInsure, and GrabFinance among others. GrabPay is a digital payments solution, GrabInsure offers a variety of insurance, including critical illness insurance and travel insurance, and GrabFinance provides access to loans.</p>\n<p>In short, Grab is offering a wide range of services and products to a region which is rapidly growing and becoming more affluent. Despite going public in the US, Grab is primarily focused with no plans to expand outside the region. Southeast Asia has been badly hit by COVID, and worries about the omicron variant could further decrease economic growth forecasts.</p>\n<p>But the region has plenty of potential, in terms of digital growth and a wealthier population. Grab expects the \"total addressable market to grow from approximately $52 billion in 2020 to more than $180 billion by 2025.\"</p>\n<p>The problem is that, while Grab's potential is high, it also faces intense competition in all these fields. This is especially so in the financial services sector, where Apple(NASDAQ:AAPL)and Google Pay(NASDAQ:GOOGL)(NASDAQ:GOOG)have become active recently. Grab does not have any distinguishing moat which uniquely distinguishes itself from its competitors. And as we have seen with Uber, competition means that ridesharing companies are forced to offer cutthroat rates and discounts, impacting their financial numbers and upsetting their workers.</p>\n<p><b>The Financial Problem</b></p>\n<p>Those discounts and cutthroat rates will be a further problem given Grab's financial situation. The good news is that Grab grew dramatically in over the past year. It reported a revenue of $396 million in the first half of 2021, a 406% growth compared to the same period in 2020.</p>\n<p>But while the revenue growth is impressive, Grab does not have a history of sustained revenue growth. The fact that it reported a revenue of$157 million&nbsp;for the 2021 third quarter, down 9% year to year thanks to increasing COVID restrictions, should further worry investors about whether Grab can maintain such high growth in the face of tough competition.</p>\n<p>Furthermore, its profitability numbers are awful. While tech companies losing money is nothing unusual, Grab did not even make a gross profit in the first half of 2021, with a cost of revenue of $507 million. Its total net loss was $1.4 billion over that timeframe.</p>\n<p>Grab wants to use a figure called adjusted EBITDA, which shows that its earnings improved from a loss of $550 million in the first half of 2020 to a loss of $325 million in 2021. But even if we are to accept this, we are once again looking at a lack of a history of sustained profitability growth. As Uber and Lyft (NASDAQ:LYFT) show, it is not easy to assume that a ridesharing company can become profitable anytime soon.</p>\n<p>Finally, there is the matter of Grab's $35 billion valuation. Grab had $14 billion in total liabilities and $3.6 billion in cash as of June 30, 2021. This gives the company an enterprise value of about $45 billion. If we extrapolate Grab's 2021 first half revenue over the entire year, that gives the company a ludicrous EV/revenue ratio of 56.8. Even this number could be higher, given that its second half revenue probably will not reach its first half, given its disappointing third quarter numbers.</p>\n<p>By contrast, Uber has an EV/revenue of about 5. While Uber is of course a far more established company, Grab's lower valuation is still ridiculously high even by the standards of a tech company.</p>\n<p><b>The Final Problem</b></p>\n<p>Ridesharing companies have not been good investments so far, with Uber and Lyft both falling below their IPO price. But even those companies, warts and all, are still much better investments than Grab. Whether we look at its outsized valuation, its recent drop in revenue, or the competitive nature of its markets, there is little reason to seriously consider this IPO. While it has major potential should things go well, this is already baked into the price. Investors should not even remotely consider this IPO.</p>","source":"seekingalpha","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>The Grab IPO's Many, Many Problems</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Grab IPO's Many, Many Problems\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-08 11:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4473779-grab-stock-ipo-many-problems><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nSoutheast Asian company Grab launched its public debut last week, but the price drastically fell, and it currently has a market cap of about $35 billion.\nGrab is competing in a rich market ...</p>\n\n<a href=\"https://seekingalpha.com/article/4473779-grab-stock-ipo-many-problems\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GRAB":"Grab Holdings"},"source_url":"https://seekingalpha.com/article/4473779-grab-stock-ipo-many-problems","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1115551422","content_text":"Summary\n\nSoutheast Asian company Grab launched its public debut last week, but the price drastically fell, and it currently has a market cap of about $35 billion.\nGrab is competing in a rich market and offers a wide range of services, but faces intense competition on multiple fronts from larger companies.\nGrab’s revenue is growing rapidly, but it lacks a sustained history, and its profitability and valuation numbers need significant improvement.\nGiven the above factors, investors should not consider this IPO.\n\nThe past few days have not gone well for southeast Asian company Grab(NASDAQ:GRAB). The company, or rather the SPAC it merged with known as Altimeter Growth Corp, debuted its IPO last Thursday at a price of $13.05, achieving a valuation of nearly $40 billion and making it one of the largest IPOs of the year. But as CNN reported, the company's valuation declined by 21%. As of the time of writing Monday morning, Grab currently has a share price of $8.99, giving it a market cap of around $35 billion.\nCompany president Ming Maa put a brave face on this initial result, telling Fortune that Southeast Asia is on the cusp of a digital revolution and that he believes Grab can grow rapidly and become profitable. But when one looks at Grab's financial numbers and prospects, there are many reasons to be very concerned about this company's future. Grab could very well become another Uber(NYSE:UBER), which after its recent fall is now trading below its IPO price of 2.5 years ago.\nThe Company Problem\nGrab is at its core a ridesharing company and debuted as a taxi app in Malaysia in 2012. But like Uber, it aims to be so much more. The company states in its prospectus that:\n\n \"We enable millions of people each day to access driver- and merchant-partners to order food or groceries, send packages, hail a ride or taxi, pay for online purchases or access services such as lending, insurance, wealth management and telemedicine.\"\n\nIt operates across eight countries in the Southeast Asian region.\nAt its core, Grab has three main businesses. Its first and most important is ride-hailing, which connects five million \"driver-partners\" with customers. Second, it focuses on food delivery, whether from restaurants or from grocery stores. Finally, Grab has begun focusing on financial services, which includes GrabPay, GrabInsure, and GrabFinance among others. GrabPay is a digital payments solution, GrabInsure offers a variety of insurance, including critical illness insurance and travel insurance, and GrabFinance provides access to loans.\nIn short, Grab is offering a wide range of services and products to a region which is rapidly growing and becoming more affluent. Despite going public in the US, Grab is primarily focused with no plans to expand outside the region. Southeast Asia has been badly hit by COVID, and worries about the omicron variant could further decrease economic growth forecasts.\nBut the region has plenty of potential, in terms of digital growth and a wealthier population. Grab expects the \"total addressable market to grow from approximately $52 billion in 2020 to more than $180 billion by 2025.\"\nThe problem is that, while Grab's potential is high, it also faces intense competition in all these fields. This is especially so in the financial services sector, where Apple(NASDAQ:AAPL)and Google Pay(NASDAQ:GOOGL)(NASDAQ:GOOG)have become active recently. Grab does not have any distinguishing moat which uniquely distinguishes itself from its competitors. And as we have seen with Uber, competition means that ridesharing companies are forced to offer cutthroat rates and discounts, impacting their financial numbers and upsetting their workers.\nThe Financial Problem\nThose discounts and cutthroat rates will be a further problem given Grab's financial situation. The good news is that Grab grew dramatically in over the past year. It reported a revenue of $396 million in the first half of 2021, a 406% growth compared to the same period in 2020.\nBut while the revenue growth is impressive, Grab does not have a history of sustained revenue growth. The fact that it reported a revenue of$157 million for the 2021 third quarter, down 9% year to year thanks to increasing COVID restrictions, should further worry investors about whether Grab can maintain such high growth in the face of tough competition.\nFurthermore, its profitability numbers are awful. While tech companies losing money is nothing unusual, Grab did not even make a gross profit in the first half of 2021, with a cost of revenue of $507 million. Its total net loss was $1.4 billion over that timeframe.\nGrab wants to use a figure called adjusted EBITDA, which shows that its earnings improved from a loss of $550 million in the first half of 2020 to a loss of $325 million in 2021. But even if we are to accept this, we are once again looking at a lack of a history of sustained profitability growth. As Uber and Lyft (NASDAQ:LYFT) show, it is not easy to assume that a ridesharing company can become profitable anytime soon.\nFinally, there is the matter of Grab's $35 billion valuation. Grab had $14 billion in total liabilities and $3.6 billion in cash as of June 30, 2021. This gives the company an enterprise value of about $45 billion. If we extrapolate Grab's 2021 first half revenue over the entire year, that gives the company a ludicrous EV/revenue ratio of 56.8. Even this number could be higher, given that its second half revenue probably will not reach its first half, given its disappointing third quarter numbers.\nBy contrast, Uber has an EV/revenue of about 5. While Uber is of course a far more established company, Grab's lower valuation is still ridiculously high even by the standards of a tech company.\nThe Final Problem\nRidesharing companies have not been good investments so far, with Uber and Lyft both falling below their IPO price. But even those companies, warts and all, are still much better investments than Grab. Whether we look at its outsized valuation, its recent drop in revenue, or the competitive nature of its markets, there is little reason to seriously consider this IPO. While it has major potential should things go well, this is already baked into the price. Investors should not even remotely consider this IPO.","news_type":1},"isVote":1,"tweetType":1,"viewCount":654,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606889646,"gmtCreate":1638855469450,"gmtModify":1638855469539,"author":{"id":"4091783136376870","authorId":"4091783136376870","name":"oklebs","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Looks like a good price","listText":"Looks like a good price","text":"Looks like a good price","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/606889646","repostId":"1186153909","repostType":2,"repost":{"id":"1186153909","pubTimestamp":1638854782,"share":"https://www.laohu8.com/m/news/1186153909?lang=&edition=full","pubTime":"2021-12-07 13:26","market":"us","language":"en","title":"Lucid and Nio Are Down Over 30% From Their Highs. Is it Time to Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=1186153909","media":"Motley Fool","summary":"In a matter of weeks, many growth stocks have gone from hot to cold over fears of an economic slowdo","content":"<p>In a matter of weeks, many growth stocks have gone from hot to cold over fears of an economic slowdown, the omicron COVID-19 variant, and valuation concerns.</p>\n<p></p>\n<p>Lucid Group (NASDAQ:LCID) and Nio (NYSE:NIO) are two very different electric vehicle (EV) companies that are looking to make names for themselves on the global stage. Despite their potential, however, both companies are seeing their share prices sink. Let's determine if now is the right time to buy Lucid and Nio, or if investors should run for the exits.</p>\n<p><b>This wild ride is showing no signs of slowing down</b></p>\n<p>Daniel Foelber (Lucid): Lucid had a banner year in 2021. It began mass production and deliveries of its Lucid Air Dream Edition sedan, was named the MotorTrend 2022 Car of the Year, and crushed range ratings by the Environmental Protection Agency (EPA). As a result, investors piled into its stock, which is up over three-fold for the year.</p>\n<p></p>\n<p>However, even Lucid is showing signs that it's cooling off. The stock is now down around 30% from its high, in lockstep with the broader EV industry. Lucid's success in 2022 and beyond depends on a lot of things going right. It needs to increase its manufacturing capacity, produce and deliver an average of 55 cars per day, expand its product line, and develop its Gravity SUV -- and most importantly, fend off the swath of legacy automakers and new players that are champing at the bit to develop their own battery technology. It's a tall order, but Lucid has so far proven an ability to deliver on its promises.</p>\n<p></p>\n<p>As impressive as Lucid's year has been, the reality is that the company is incredibly young and has yet to build the track record necessary to fend off skepticism. Referring to the chart above, it's clear to see that Lucid stock was initially met with euphoria and optimism before undergoing a roughly six-month period in the doldrums.</p>\n<p></p>\n<p>Because Lucid doesn't have meaningful financial metrics like revenue and profit, its performance depends on its ability to prove to investors that people want to buy its cars, it can produce the cars they want to buy, and it will sell even more cars in the future. At the end of the day, there are many factors that lie outside of Lucid's control, namely the chip shortage. However, Lucid has an advantage over other automakers: It isn't too reliant on third-party suppliers, because it builds its own battery packs and controls much of its production process.</p>\n<p></p>\n<p><b>Looking at the big picture</b></p>\n<p>Howard Smith (Nio): Shares of Chinese EV maker Nio are down more than 30% year-to-date, and are 50% off January 2021 highs. The company was valued at close to $100 billion at those highs based on its potential and expected continued strong growth in the global electrification of transportation. But a semiconductor chip shortage hit the industry this year, and affected production for many automotive manufacturers.</p>\n<p></p>\n<p>Nio wasn't immune to that, and it contributed to the drop in shares that has the company's market cap now at about $54 billion. That's still richly valued considering the company has yet to be profitable, and a sharp drop in vehicle deliveries in the month of October spooked investors further. But this week, Nio reported its November delivery results, and that drop in valuation may make now a good time to buy Nio shares.</p>\n<p></p>\n<p>Nio reported a monthly record for vehicle deliveries in November. That helps to alleviate concerns over supply constraints, and verifies that much of the dip in October was due to an interruption in production as the company prepared to upgrade its manufacturing lines for higher volume and new products. A look at how Nio's monthly deliveries progressed throughout 2021 shows the growth pattern appears intact.</p>\n<p></p>\n<p>Through November 2021, Nio deliveries have increased more than 120% over the comparable period in 2020. But even the record November figure only represents about half of the production capacity the company is working toward. That expansion is scheduled to be complete in the spring of 2022, and the company believes there's plenty of demand to support that growth. Nio began exporting vehicles for the first time in July 2021 as it set up a presence in Norway. It expects to move into Germany next year too as it also launches several new products.</p>\n<p></p>\n<p>With that bigger-picture perspective, the decrease in the share price seen this year might make now a good time to buy for investors with patience and the appropriate risk tolerance.</p>\n<p></p>\n<p><b>A great industry to invest in</b></p>\n<p>Lucid and Nio are two of the better up-and-coming electric car growth stocks. Both companies have real competitive advantages that could take them far as developed economies transition away from the internal combustion engine to the electric motor. Investors that agree with the long-term thesis of each company could do well to pick up shares on sale, or take a more conservative approach with a basket of EV stocks.</p>\n<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>Lucid and Nio Are Down Over 30% From Their Highs. Is it Time to Buy?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLucid and Nio Are Down Over 30% From Their Highs. Is it Time to Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-07 13:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/12/06/lucid-and-nio-are-down-over-25-from-their-highs-is/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In a matter of weeks, many growth stocks have gone from hot to cold over fears of an economic slowdown, the omicron COVID-19 variant, and valuation concerns.\n\nLucid Group (NASDAQ:LCID) and Nio (NYSE:...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/06/lucid-and-nio-are-down-over-25-from-their-highs-is/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","LCID":"Lucid Group Inc"},"source_url":"https://www.fool.com/investing/2021/12/06/lucid-and-nio-are-down-over-25-from-their-highs-is/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186153909","content_text":"In a matter of weeks, many growth stocks have gone from hot to cold over fears of an economic slowdown, the omicron COVID-19 variant, and valuation concerns.\n\nLucid Group (NASDAQ:LCID) and Nio (NYSE:NIO) are two very different electric vehicle (EV) companies that are looking to make names for themselves on the global stage. Despite their potential, however, both companies are seeing their share prices sink. Let's determine if now is the right time to buy Lucid and Nio, or if investors should run for the exits.\nThis wild ride is showing no signs of slowing down\nDaniel Foelber (Lucid): Lucid had a banner year in 2021. It began mass production and deliveries of its Lucid Air Dream Edition sedan, was named the MotorTrend 2022 Car of the Year, and crushed range ratings by the Environmental Protection Agency (EPA). As a result, investors piled into its stock, which is up over three-fold for the year.\n\nHowever, even Lucid is showing signs that it's cooling off. The stock is now down around 30% from its high, in lockstep with the broader EV industry. Lucid's success in 2022 and beyond depends on a lot of things going right. It needs to increase its manufacturing capacity, produce and deliver an average of 55 cars per day, expand its product line, and develop its Gravity SUV -- and most importantly, fend off the swath of legacy automakers and new players that are champing at the bit to develop their own battery technology. It's a tall order, but Lucid has so far proven an ability to deliver on its promises.\n\nAs impressive as Lucid's year has been, the reality is that the company is incredibly young and has yet to build the track record necessary to fend off skepticism. Referring to the chart above, it's clear to see that Lucid stock was initially met with euphoria and optimism before undergoing a roughly six-month period in the doldrums.\n\nBecause Lucid doesn't have meaningful financial metrics like revenue and profit, its performance depends on its ability to prove to investors that people want to buy its cars, it can produce the cars they want to buy, and it will sell even more cars in the future. At the end of the day, there are many factors that lie outside of Lucid's control, namely the chip shortage. However, Lucid has an advantage over other automakers: It isn't too reliant on third-party suppliers, because it builds its own battery packs and controls much of its production process.\n\nLooking at the big picture\nHoward Smith (Nio): Shares of Chinese EV maker Nio are down more than 30% year-to-date, and are 50% off January 2021 highs. The company was valued at close to $100 billion at those highs based on its potential and expected continued strong growth in the global electrification of transportation. But a semiconductor chip shortage hit the industry this year, and affected production for many automotive manufacturers.\n\nNio wasn't immune to that, and it contributed to the drop in shares that has the company's market cap now at about $54 billion. That's still richly valued considering the company has yet to be profitable, and a sharp drop in vehicle deliveries in the month of October spooked investors further. But this week, Nio reported its November delivery results, and that drop in valuation may make now a good time to buy Nio shares.\n\nNio reported a monthly record for vehicle deliveries in November. That helps to alleviate concerns over supply constraints, and verifies that much of the dip in October was due to an interruption in production as the company prepared to upgrade its manufacturing lines for higher volume and new products. A look at how Nio's monthly deliveries progressed throughout 2021 shows the growth pattern appears intact.\n\nThrough November 2021, Nio deliveries have increased more than 120% over the comparable period in 2020. But even the record November figure only represents about half of the production capacity the company is working toward. That expansion is scheduled to be complete in the spring of 2022, and the company believes there's plenty of demand to support that growth. Nio began exporting vehicles for the first time in July 2021 as it set up a presence in Norway. It expects to move into Germany next year too as it also launches several new products.\n\nWith that bigger-picture perspective, the decrease in the share price seen this year might make now a good time to buy for investors with patience and the appropriate risk tolerance.\n\nA great industry to invest in\nLucid and Nio are two of the better up-and-coming electric car growth stocks. Both companies have real competitive advantages that could take them far as developed economies transition away from the internal combustion engine to the electric motor. Investors that agree with the long-term thesis of each company could do well to pick up shares on sale, or take a more conservative approach with a basket of EV stocks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":339,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":601133127,"gmtCreate":1638496592294,"gmtModify":1638496592360,"author":{"id":"4091783136376870","authorId":"4091783136376870","name":"oklebs","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Not close to profiting soon","listText":"Not close to profiting soon","text":"Not close to profiting soon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/601133127","repostId":"2188951783","repostType":2,"repost":{"id":"2188951783","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1638487440,"share":"https://www.laohu8.com/m/news/2188951783?lang=&edition=full","pubTime":"2021-12-03 07:24","market":"us","language":"en","title":"After completing richest SPAC deal yet, Grab stock slumps on first day of trading","url":"https://stock-news.laohu8.com/highlight/detail?id=2188951783","media":"Dow Jones","summary":"Southeast Asia 'superapp' company tops $50 billion market cap in early trades, but then falls more t","content":"<p>Southeast Asia 'superapp' company tops $50 billion market cap in early trades, but then falls more than 20% lower after record fundraise and valuation for a SPAC deal</p>\n<p>After completing the richest deal yet for a special-purpose acquisition company, <a href=\"https://laohu8.com/S/GRAB\">Grab Holdings</a> Ltd. shares experienced an initial pop Thursday, their first day of trading in the U.S., but then slumped to a decline of more than 20%.</p>\n<p>Shares of Grab (GRAB) opened on the Nasdaq at $13.06, up about 19% from Wednesday, when it was trading as the <a href=\"https://laohu8.com/S/AGCUU\">Altimeter Growth</a> Group, the SPAC that took it public. The deal raised $4.5 billion at a valuation of more than $37 billion, according to DealLogic, which reported that the funds raised and valuation were both records for a SPAC.</p>\n<p>The strong open gave Grab a market capitalization of about $51.6 billion, but as of 4 p.m. Eastern time, the stock was down more than 20% to $8.75.</p>\n<p>The Singapore-based company makes a \"superapp\" offering ride-hailing, delivery and financial services in more than 400 cities in Southeast Asia. Grab's chief financial officer, Peter Oey, said in an interview with MarketWatch on Thursday that the company had its \"roughest patch\" in the third quarter ended Sept. 30 because of COVID-19-related shutdowns in Southeast Asia, especially Vietnam. But he pointed to continued expected growth and recovery, even as the company watches what happens with the new coronavirus variant, omicron.</p>\n<p>\"Our mobility business has been rising as lockdowns have been relaxed,\" he said. \"Our payments business also continues to grow. We're seeing all strong signs.\"</p>\n<p>Oey also touted Grab's breadth and wide reach.</p>\n<p>\"Our superapp is so unique in Southeast Asia,\" he said. \"It's ride-hailing, food delivery, grocery delivery, last-mile delivery and a whole range of financial services products all in <a href=\"https://laohu8.com/S/AONE.U\">one</a> app.\" He said the app \"touches [consumers] in their everyday lives.\"</p>\n<p>Backers of Grab, which was founded in 2012, include Didi Global Inc. <a href=\"https://laohu8.com/S/DIDI\">$(DIDI)$</a>, Toyota Motor Corp. (7203.TO) and SoftBank Group Corp.'s Vision Fund.</p>\n<p>Grab's financial picture</p>\n<p>Grab, like other ride-hailing and delivery app makers, has lost a lot of money since its founding in 2012: It had accumulated losses of $11.9 billion as of June 2021, according to its prospectus.</p>\n<p>The company recently reported a third-quarter net loss of $988 million, an increase of $366 million year over year. Grab said its revenue fell 9% year over year to $157 million, citing COVID-19-related lockdowns in Vietnam between July and September that affected its ride-hailing, or mobility, business. It also said the number of its monthly users was down 8% year over year because those lockdowns resulted in suspensions of both its ride-hailing and food-delivery businesses in Vietnam.</p>\n<p>However, the company touted a record $4 billion in gross merchandise value for the quarter, a 32% year-over-year increase, and said year-over-year gross billings rose 41% to $616 million, also a record high.</p>\n<p>Risk factors</p>\n<p>Besides Vietnam, Grab serves customers in Cambodia, Indonesia, Malaysia, Myanmar, the Philippines, Singapore and Thailand. Oey described a \"huge opportunity\" with a total addressable market of $180 billion in the company's core products of ride-hailing, delivery and payments.</p>\n<p>The company competes with other platforms as well as restaurants and stores that have their own delivery services. It bought Uber Technologies Inc.'s <a href=\"https://laohu8.com/S/UBER\">$(UBER)$</a> business in Southeast Asia in 2018, but its noncompete agreement with Uber expires in March 2023, or one year after Uber disposes of its entire stake in Grab, whichever is later. Another possible rival is Didi, which could enter the market after its noncompete with Grab expires.</p>\n<p>Like other gig companies, Grab considers its workers independent contractors. In its prospectus, the company mentions that governments in Southeast Asia have shown \"growing interest\" in the classification of Grab's drivers and delivery workers because of related developments elsewhere in the world. In the U.S. and Europe, governments and courts have battled gig companies over the worker-classification issue.</p>\n<p>Oey said there's a \"different backdrop in Southeast Asia\" when it comes to the issue, pointing to the region's many \"informal workers.\" He said that for nearly 50% of Grab's 5 million registered drivers, \"this is their first ability to earn something and make a decent living.\"</p>\n<p>\"For a lot of them, it's their first bank account,\" he added. \"A lot of them, it's their first access to steady employment.\"</p>\n<p>As for coronavirus-related risk, vaccination rates in Asia vary and, like what happened with the full shutdown in Vietnam over the summer, could materially affect Grab's businesses.</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>After completing richest SPAC deal yet, Grab stock slumps on first day of trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAfter completing richest SPAC deal yet, Grab stock slumps on first day of trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-12-03 07:24</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Southeast Asia 'superapp' company tops $50 billion market cap in early trades, but then falls more than 20% lower after record fundraise and valuation for a SPAC deal</p>\n<p>After completing the richest deal yet for a special-purpose acquisition company, <a href=\"https://laohu8.com/S/GRAB\">Grab Holdings</a> Ltd. shares experienced an initial pop Thursday, their first day of trading in the U.S., but then slumped to a decline of more than 20%.</p>\n<p>Shares of Grab (GRAB) opened on the Nasdaq at $13.06, up about 19% from Wednesday, when it was trading as the <a href=\"https://laohu8.com/S/AGCUU\">Altimeter Growth</a> Group, the SPAC that took it public. The deal raised $4.5 billion at a valuation of more than $37 billion, according to DealLogic, which reported that the funds raised and valuation were both records for a SPAC.</p>\n<p>The strong open gave Grab a market capitalization of about $51.6 billion, but as of 4 p.m. Eastern time, the stock was down more than 20% to $8.75.</p>\n<p>The Singapore-based company makes a \"superapp\" offering ride-hailing, delivery and financial services in more than 400 cities in Southeast Asia. Grab's chief financial officer, Peter Oey, said in an interview with MarketWatch on Thursday that the company had its \"roughest patch\" in the third quarter ended Sept. 30 because of COVID-19-related shutdowns in Southeast Asia, especially Vietnam. But he pointed to continued expected growth and recovery, even as the company watches what happens with the new coronavirus variant, omicron.</p>\n<p>\"Our mobility business has been rising as lockdowns have been relaxed,\" he said. \"Our payments business also continues to grow. We're seeing all strong signs.\"</p>\n<p>Oey also touted Grab's breadth and wide reach.</p>\n<p>\"Our superapp is so unique in Southeast Asia,\" he said. \"It's ride-hailing, food delivery, grocery delivery, last-mile delivery and a whole range of financial services products all in <a href=\"https://laohu8.com/S/AONE.U\">one</a> app.\" He said the app \"touches [consumers] in their everyday lives.\"</p>\n<p>Backers of Grab, which was founded in 2012, include Didi Global Inc. <a href=\"https://laohu8.com/S/DIDI\">$(DIDI)$</a>, Toyota Motor Corp. (7203.TO) and SoftBank Group Corp.'s Vision Fund.</p>\n<p>Grab's financial picture</p>\n<p>Grab, like other ride-hailing and delivery app makers, has lost a lot of money since its founding in 2012: It had accumulated losses of $11.9 billion as of June 2021, according to its prospectus.</p>\n<p>The company recently reported a third-quarter net loss of $988 million, an increase of $366 million year over year. Grab said its revenue fell 9% year over year to $157 million, citing COVID-19-related lockdowns in Vietnam between July and September that affected its ride-hailing, or mobility, business. It also said the number of its monthly users was down 8% year over year because those lockdowns resulted in suspensions of both its ride-hailing and food-delivery businesses in Vietnam.</p>\n<p>However, the company touted a record $4 billion in gross merchandise value for the quarter, a 32% year-over-year increase, and said year-over-year gross billings rose 41% to $616 million, also a record high.</p>\n<p>Risk factors</p>\n<p>Besides Vietnam, Grab serves customers in Cambodia, Indonesia, Malaysia, Myanmar, the Philippines, Singapore and Thailand. Oey described a \"huge opportunity\" with a total addressable market of $180 billion in the company's core products of ride-hailing, delivery and payments.</p>\n<p>The company competes with other platforms as well as restaurants and stores that have their own delivery services. It bought Uber Technologies Inc.'s <a href=\"https://laohu8.com/S/UBER\">$(UBER)$</a> business in Southeast Asia in 2018, but its noncompete agreement with Uber expires in March 2023, or one year after Uber disposes of its entire stake in Grab, whichever is later. Another possible rival is Didi, which could enter the market after its noncompete with Grab expires.</p>\n<p>Like other gig companies, Grab considers its workers independent contractors. In its prospectus, the company mentions that governments in Southeast Asia have shown \"growing interest\" in the classification of Grab's drivers and delivery workers because of related developments elsewhere in the world. In the U.S. and Europe, governments and courts have battled gig companies over the worker-classification issue.</p>\n<p>Oey said there's a \"different backdrop in Southeast Asia\" when it comes to the issue, pointing to the region's many \"informal workers.\" He said that for nearly 50% of Grab's 5 million registered drivers, \"this is their first ability to earn something and make a decent living.\"</p>\n<p>\"For a lot of them, it's their first bank account,\" he added. \"A lot of them, it's their first access to steady employment.\"</p>\n<p>As for coronavirus-related risk, vaccination rates in Asia vary and, like what happened with the full shutdown in Vietnam over the summer, could materially affect Grab's businesses.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GRAB":"Grab Holdings"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2188951783","content_text":"Southeast Asia 'superapp' company tops $50 billion market cap in early trades, but then falls more than 20% lower after record fundraise and valuation for a SPAC deal\nAfter completing the richest deal yet for a special-purpose acquisition company, Grab Holdings Ltd. shares experienced an initial pop Thursday, their first day of trading in the U.S., but then slumped to a decline of more than 20%.\nShares of Grab (GRAB) opened on the Nasdaq at $13.06, up about 19% from Wednesday, when it was trading as the Altimeter Growth Group, the SPAC that took it public. The deal raised $4.5 billion at a valuation of more than $37 billion, according to DealLogic, which reported that the funds raised and valuation were both records for a SPAC.\nThe strong open gave Grab a market capitalization of about $51.6 billion, but as of 4 p.m. Eastern time, the stock was down more than 20% to $8.75.\nThe Singapore-based company makes a \"superapp\" offering ride-hailing, delivery and financial services in more than 400 cities in Southeast Asia. Grab's chief financial officer, Peter Oey, said in an interview with MarketWatch on Thursday that the company had its \"roughest patch\" in the third quarter ended Sept. 30 because of COVID-19-related shutdowns in Southeast Asia, especially Vietnam. But he pointed to continued expected growth and recovery, even as the company watches what happens with the new coronavirus variant, omicron.\n\"Our mobility business has been rising as lockdowns have been relaxed,\" he said. \"Our payments business also continues to grow. We're seeing all strong signs.\"\nOey also touted Grab's breadth and wide reach.\n\"Our superapp is so unique in Southeast Asia,\" he said. \"It's ride-hailing, food delivery, grocery delivery, last-mile delivery and a whole range of financial services products all in one app.\" He said the app \"touches [consumers] in their everyday lives.\"\nBackers of Grab, which was founded in 2012, include Didi Global Inc. $(DIDI)$, Toyota Motor Corp. (7203.TO) and SoftBank Group Corp.'s Vision Fund.\nGrab's financial picture\nGrab, like other ride-hailing and delivery app makers, has lost a lot of money since its founding in 2012: It had accumulated losses of $11.9 billion as of June 2021, according to its prospectus.\nThe company recently reported a third-quarter net loss of $988 million, an increase of $366 million year over year. Grab said its revenue fell 9% year over year to $157 million, citing COVID-19-related lockdowns in Vietnam between July and September that affected its ride-hailing, or mobility, business. It also said the number of its monthly users was down 8% year over year because those lockdowns resulted in suspensions of both its ride-hailing and food-delivery businesses in Vietnam.\nHowever, the company touted a record $4 billion in gross merchandise value for the quarter, a 32% year-over-year increase, and said year-over-year gross billings rose 41% to $616 million, also a record high.\nRisk factors\nBesides Vietnam, Grab serves customers in Cambodia, Indonesia, Malaysia, Myanmar, the Philippines, Singapore and Thailand. Oey described a \"huge opportunity\" with a total addressable market of $180 billion in the company's core products of ride-hailing, delivery and payments.\nThe company competes with other platforms as well as restaurants and stores that have their own delivery services. It bought Uber Technologies Inc.'s $(UBER)$ business in Southeast Asia in 2018, but its noncompete agreement with Uber expires in March 2023, or one year after Uber disposes of its entire stake in Grab, whichever is later. Another possible rival is Didi, which could enter the market after its noncompete with Grab expires.\nLike other gig companies, Grab considers its workers independent contractors. In its prospectus, the company mentions that governments in Southeast Asia have shown \"growing interest\" in the classification of Grab's drivers and delivery workers because of related developments elsewhere in the world. In the U.S. and Europe, governments and courts have battled gig companies over the worker-classification issue.\nOey said there's a \"different backdrop in Southeast Asia\" when it comes to the issue, pointing to the region's many \"informal workers.\" He said that for nearly 50% of Grab's 5 million registered drivers, \"this is their first ability to earn something and make a decent living.\"\n\"For a lot of them, it's their first bank account,\" he added. \"A lot of them, it's their first access to steady employment.\"\nAs for coronavirus-related risk, vaccination rates in Asia vary and, like what happened with the full shutdown in Vietnam over the summer, could materially affect Grab's businesses.","news_type":1},"isVote":1,"tweetType":1,"viewCount":164,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603189726,"gmtCreate":1638373450175,"gmtModify":1638373792309,"author":{"id":"4091783136376870","authorId":"4091783136376870","name":"oklebs","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"I SEA","listText":"I SEA","text":"I SEA","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/603189726","repostId":"1162714912","repostType":2,"isVote":1,"tweetType":1,"viewCount":216,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":600791688,"gmtCreate":1638196384942,"gmtModify":1638196385091,"author":{"id":"4091783136376870","authorId":"4091783136376870","name":"oklebs","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Rebound!!!","listText":"Rebound!!!","text":"Rebound!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/600791688","repostId":"1105707761","repostType":2,"repost":{"id":"1105707761","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":1638196297,"share":"https://www.laohu8.com/m/news/1105707761?lang=&edition=full","pubTime":"2021-11-29 22:31","market":"us","language":"en","title":"S&P 500 rebounds 1% from Friday’s omicron-induced sell-off, Dow gains 300 points","url":"https://stock-news.laohu8.com/highlight/detail?id=1105707761","media":"Tiger Newspress","summary":"Stocks rebounded on Monday following a major sell-off to end last week spurred by concerns about the","content":"<p>Stocks rebounded on Monday following a major sell-off to end last week spurred by concerns about the Covid omicron variant.</p>\n<p>The Dow Jones Industrial Average gained 368 points, or 1.1%. The S&amp;P 500 added 1.2%. The tech-focused Nasdaq Composite rose about 1.5%.</p>\n<p><img src=\"https://static.tigerbbs.com/ca9068df34a314b502fcb01917f6d34d\" tg-width=\"1033\" tg-height=\"421\" referrerpolicy=\"no-referrer\"></p>\n<p>Stocks that were the hardest hit on Friday were rebounding the most on Monday.</p>\n<p>Travel related names were up across the board. Carnival Corp. and Norwegian Cruise Lines were up more than 5% apiece. Royal Caribbean popped 6.5%. Airline stocks also charged higher with United Airlines up 3%, and Delta Airline and American Airline gaining about 1% each. Online travel booker Booking Holdings rose 2%.</p>\n<p>One stock that continued its Friday trend was Moderna. The vaccine maker’s stock was up another 10%&nbsp;after jumping 20% on Friday.</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>S&P 500 rebounds 1% from Friday’s omicron-induced sell-off, Dow gains 300 points</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nS&P 500 rebounds 1% from Friday’s omicron-induced sell-off, Dow gains 300 points\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-11-29 22:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Stocks rebounded on Monday following a major sell-off to end last week spurred by concerns about the Covid omicron variant.</p>\n<p>The Dow Jones Industrial Average gained 368 points, or 1.1%. The S&amp;P 500 added 1.2%. The tech-focused Nasdaq Composite rose about 1.5%.</p>\n<p><img src=\"https://static.tigerbbs.com/ca9068df34a314b502fcb01917f6d34d\" tg-width=\"1033\" tg-height=\"421\" referrerpolicy=\"no-referrer\"></p>\n<p>Stocks that were the hardest hit on Friday were rebounding the most on Monday.</p>\n<p>Travel related names were up across the board. Carnival Corp. and Norwegian Cruise Lines were up more than 5% apiece. Royal Caribbean popped 6.5%. Airline stocks also charged higher with United Airlines up 3%, and Delta Airline and American Airline gaining about 1% each. Online travel booker Booking Holdings rose 2%.</p>\n<p>One stock that continued its Friday trend was Moderna. The vaccine maker’s stock was up another 10%&nbsp;after jumping 20% on Friday.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105707761","content_text":"Stocks rebounded on Monday following a major sell-off to end last week spurred by concerns about the Covid omicron variant.\nThe Dow Jones Industrial Average gained 368 points, or 1.1%. The S&P 500 added 1.2%. The tech-focused Nasdaq Composite rose about 1.5%.\n\nStocks that were the hardest hit on Friday were rebounding the most on Monday.\nTravel related names were up across the board. Carnival Corp. and Norwegian Cruise Lines were up more than 5% apiece. Royal Caribbean popped 6.5%. Airline stocks also charged higher with United Airlines up 3%, and Delta Airline and American Airline gaining about 1% each. Online travel booker Booking Holdings rose 2%.\nOne stock that continued its Friday trend was Moderna. The vaccine maker’s stock was up another 10% after jumping 20% on Friday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":143,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":875263385,"gmtCreate":1637658699041,"gmtModify":1637658770054,"author":{"id":"4091783136376870","authorId":"4091783136376870","name":"oklebs","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"[Cry]&nbsp;","listText":"[Cry]&nbsp;","text":"[Cry]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/875263385","repostId":"2185080784","repostType":2,"repost":{"id":"2185080784","pubTimestamp":1637638336,"share":"https://www.laohu8.com/m/news/2185080784?lang=&edition=full","pubTime":"2021-11-23 11:32","market":"us","language":"en","title":"Alibaba Slides Toward Record Low While Investors Bet on JD.com","url":"https://stock-news.laohu8.com/highlight/detail?id=2185080784","media":"Bloomberg","summary":"H.K.-listed shares of Alibaba have erased 15% October bounce\nBrokerages see JD.com as a buy with bet","content":"<ul>\n <li>H.K.-listed shares of Alibaba have erased 15% October bounce</li>\n <li>Brokerages see JD.com as a buy with better much profitability</li>\n</ul>\n<p>Alibaba Group Holding Ltd.’s October rally has given way to a renewed slump that has the stock heading for a record low while technology rival JD.com Inc. is extending its recovery and winning favor with analysts.</p>\n<p>Deutsche Bank AG’s Leo Chiang cut his target price for Alibaba’s Hong Kong stock by almost 4% on Monday, citing “near-term challenges,” while raising his target for JD.com by 16%, noting “resilient growth amid macro uncertainties.”</p>\n<p>Morningstar Inc.’s Chelsey Tam echoed similar views in a Nov. 19 note, arguing that “Alibaba’s challenges go beyond the economic cycle” and that JD.com offers “more clarity on the long-term margin improvement.”</p>\n<p><img src=\"https://static.tigerbbs.com/18eb1851c835a1968c95c35eac6ff18a\" tg-width=\"1200\" tg-height=\"675\" width=\"100%\" height=\"auto\"></p>\n<p>Alibaba shares were down 3% at HK$132.90 at 11:06 a.m. in Hong Kong on Tuesday, taking their decline to 18% this month and more than wiping out all of October’s gains. While JD.com was also down on the day, in line with the wider market, it is up about 46% from its August low.</p>\n<p>Chinese tech shares including Alibaba fell on Tuesday. The Hang Seng Tech Index was down as much as 2%.</p>","source":"lsy1584095487587","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>Alibaba Slides Toward Record Low While Investors Bet on JD.com</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba Slides Toward Record Low While Investors Bet on JD.com\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-23 11:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2021-11-23/alibaba-slides-toward-record-low-while-investors-bet-on-jd-com?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>H.K.-listed shares of Alibaba have erased 15% October bounce\nBrokerages see JD.com as a buy with better much profitability\n\nAlibaba Group Holding Ltd.’s October rally has given way to a renewed slump ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2021-11-23/alibaba-slides-toward-record-low-while-investors-bet-on-jd-com?srnd=premium-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09618":"京东集团-SW","JD":"京东","BABA":"阿里巴巴","09988":"阿里巴巴-SW"},"source_url":"https://www.bloomberg.com/news/articles/2021-11-23/alibaba-slides-toward-record-low-while-investors-bet-on-jd-com?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2185080784","content_text":"H.K.-listed shares of Alibaba have erased 15% October bounce\nBrokerages see JD.com as a buy with better much profitability\n\nAlibaba Group Holding Ltd.’s October rally has given way to a renewed slump that has the stock heading for a record low while technology rival JD.com Inc. is extending its recovery and winning favor with analysts.\nDeutsche Bank AG’s Leo Chiang cut his target price for Alibaba’s Hong Kong stock by almost 4% on Monday, citing “near-term challenges,” while raising his target for JD.com by 16%, noting “resilient growth amid macro uncertainties.”\nMorningstar Inc.’s Chelsey Tam echoed similar views in a Nov. 19 note, arguing that “Alibaba’s challenges go beyond the economic cycle” and that JD.com offers “more clarity on the long-term margin improvement.”\n\nAlibaba shares were down 3% at HK$132.90 at 11:06 a.m. in Hong Kong on Tuesday, taking their decline to 18% this month and more than wiping out all of October’s gains. While JD.com was also down on the day, in line with the wider market, it is up about 46% from its August low.\nChinese tech shares including Alibaba fell on Tuesday. The Hang Seng Tech Index was down as much as 2%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":243,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":872760756,"gmtCreate":1637575698929,"gmtModify":1637575757379,"author":{"id":"4091783136376870","authorId":"4091783136376870","name":"oklebs","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/872760756","repostId":"1128543869","repostType":2,"repost":{"id":"1128543869","pubTimestamp":1637570880,"share":"https://www.laohu8.com/m/news/1128543869?lang=&edition=full","pubTime":"2021-11-22 16:48","market":"us","language":"en","title":"Grab expands partnership with McDonald’s Singapore","url":"https://stock-news.laohu8.com/highlight/detail?id=1128543869","media":"Marketwatch","summary":"Grab Holdings Inc. is expanding its partnership with McDonald’s Singapore to cover payment, logistic","content":"<p>Grab Holdings Inc. is expanding its partnership with McDonald’s Singapore to cover payment, logistics and advertising in addition to food delivery, the latest move by the Southeast Asian tech giant to explore growth opportunities beyond its more mature delivery and ride-hailing businesses.</p>\n<p>Under the new partnership, consumers can pay with Grab’s digital wallet at McDonald’s&nbsp;Singapore stores, as well as the restaurant chain’s app and website. Grab will also provide logistics services to McDonald’s in-house food deliveries, and the two plan to collaborate in advertising and marketing campaigns as well, they said in a joint statement on Monday.</p>\n<p>The latest cooperation extends the two companies’ collaboration in food delivery since 2018.</p>\n<p>Grab, a Singapore-based super app operator, is set to go public on Nasdaq by merging with a special-purpose acquisition company. The deal, expected to be completed by the year-end, has valued Grab at nearly $40 billion, making it by far the biggest involving a blank-check company.</p>","source":"market_watch","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Grab expands partnership with McDonald’s Singapore</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGrab expands partnership with McDonald’s Singapore\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-22 16:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/grab-expands-partnership-with-mcdonald-s-singapore-271637553605?siteid=yhoof2><strong>Marketwatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Grab Holdings Inc. is expanding its partnership with McDonald’s Singapore to cover payment, logistics and advertising in addition to food delivery, the latest move by the Southeast Asian tech giant to...</p>\n\n<a href=\"https://www.marketwatch.com/story/grab-expands-partnership-with-mcdonald-s-singapore-271637553605?siteid=yhoof2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.marketwatch.com/story/grab-expands-partnership-with-mcdonald-s-singapore-271637553605?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1128543869","content_text":"Grab Holdings Inc. is expanding its partnership with McDonald’s Singapore to cover payment, logistics and advertising in addition to food delivery, the latest move by the Southeast Asian tech giant to explore growth opportunities beyond its more mature delivery and ride-hailing businesses.\nUnder the new partnership, consumers can pay with Grab’s digital wallet at McDonald’s Singapore stores, as well as the restaurant chain’s app and website. Grab will also provide logistics services to McDonald’s in-house food deliveries, and the two plan to collaborate in advertising and marketing campaigns as well, they said in a joint statement on Monday.\nThe latest cooperation extends the two companies’ collaboration in food delivery since 2018.\nGrab, a Singapore-based super app operator, is set to go public on Nasdaq by merging with a special-purpose acquisition company. The deal, expected to be completed by the year-end, has valued Grab at nearly $40 billion, making it by far the biggest involving a blank-check company.","news_type":1},"isVote":1,"tweetType":1,"viewCount":245,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":876303040,"gmtCreate":1637254986369,"gmtModify":1637254986466,"author":{"id":"4091783136376870","authorId":"4091783136376870","name":"oklebs","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Good read","listText":"Good read","text":"Good read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/876303040","repostId":"2184755851","repostType":2,"repost":{"id":"2184755851","pubTimestamp":1637216308,"share":"https://www.laohu8.com/m/news/2184755851?lang=&edition=full","pubTime":"2021-11-18 14:18","market":"us","language":"en","title":"Amid electric car frenzy, Warren Buffett scores 3,000% gains with this overlooked EV maker","url":"https://stock-news.laohu8.com/highlight/detail?id=2184755851","media":"MoneyWise","summary":"Warren Buffett isn’t known for chasing hype, but that doesn’t mean he’s missing out on the current E","content":"<p>Warren Buffett isn’t known for chasing hype, but that doesn’t mean he’s missing out on the current EV boom.</p>\n<p>Rivian Automotive, which debuted on Nasdaq a week ago at $78 per share, now trades at nearly $150. Lucid Group, which went public through a SPAC deal this summer, surged 77% over the past month.</p>\n<p>Then there’s Tesla, which despite its recent pullback, is up a whopping 148% over the past year.</p>\n<p>However, Buffett bought into the industry more than a decade ago. He poured hundreds of millions into Chinese electric-vehicle maker BYD, and that bet is now paying off handsomely.</p>\n<p>Here’s a look at the legendary investor’s favorite EV stock — along with two other Chinese manufacturers that may be worth pouncing on with any extra cash you’ve got.</p>\n<h4><a href=\"https://laohu8.com/S/BYDDY\"><b>BYD</a></b></h4>\n<p><img src=\"https://static.tigerbbs.com/a7bb8118dd0ea47d2f878fe99f60c27d\" tg-width=\"1200\" tg-height=\"500\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">In 2008, Buffett’s company Berkshire Hathaway bought 225 million shares of BYD for $232 million.</p>\n<p>Berkshire’s latest shareholder letter shows it still held those shares as of Dec. 31, 2020 — except their market value had surged to roughly $5.9 billion.</p>\n<p>Considering that BYD has gone up another 34% this year, Buffett’s company would have racked up another $2 billion gain on that position, assuming he hasn’t sold any shares.</p>\n<p>And there’s more to the company than just hype. In Q3, BYD sold 183,000 new electric vehicles (including hybrids), up 294% year over year. And when it comes to pure EVs, the company sold 91,616, representing a 186% increase.</p>\n<p>But despite its entrenched position, BYD shares are not listed in America. They only trade over the counter here, so you would need to use a specialized broker.</p>\n<p>Thankfully, other fast-growing Chinese EV makers have made it to U.S. stock exchanges.</p>\n<h4><a href=\"https://laohu8.com/S/NIO\">NIO </a></h4>\n<p><img src=\"https://static.tigerbbs.com/367b6a1be74a07173321090673c96714\" tg-width=\"1200\" tg-height=\"500\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">NIO is one of them.</p>\n<p>The company entered the market in December 2017 with a seven-seat premium electric SUV called the ES8. One year later, it debuted the ES6, and in late 2019, NIO added a five-seat “crossover coupe” SUV called the EC6 to its lineup.</p>\n<p>The company delivered 24,439 EVs in the third quarter of this year, doubling the number of EVs delivered during the same period last year. As of Oct. 31, cumulative deliveries of NIO’s three models have surpassed 145,000 vehicles.</p>\n<p>NIO shares have been on a roller coaster ride. Last summer, the stock was trading at less than $10. It skyrocketed to over $60 during the meme stock frenzy earlier this year, before losing a good chunk of the gains. Today, shares are trading at around $40 apiece.</p>\n<p>If you’re wary about putting your money into such volatile tickers, you can always dump your “spare change” into a portfolio tailored to your comfort for risk.</p>\n<h4><a href=\"https://laohu8.com/S/XPEV\"><b>XPeng </a></b></h4>\n<p><img src=\"https://static.tigerbbs.com/b4a9709d19c1c673a74337a1de86efdd\" tg-width=\"1200\" tg-height=\"500\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">Yirangong / Wikimedia Commons</p>\n<p>XPeng is another Chinese EV company trading in the U.S. stock market.</p>\n<p>It went public in August 2020 with an IPO price of $15. Thanks to the market’s huge appetite for EV stocks over the past year, XPeng shares have climbed to over $49 apiece.</p>\n<p>Again, it’s not just hype — business is booming. In Q2 of 2021, XPeng delivered 17,398 EVs, representing a 439% increase from the pandemic-struck Q2 2020 and marking a new quarterly record.</p>\n<p>What’s more impressive was revenue, which jumped 536.7% year-over-year to $582.5 million in Q2.</p>\n<p>The next few weeks could be eventful for XPeng shares, as the company is scheduled to report Q3 2021 earnings on Tuesday, Nov. 23 before market open.</p>","source":"yahoofinance","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>Amid electric car frenzy, Warren Buffett scores 3,000% gains with this overlooked EV maker</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAmid electric car frenzy, Warren Buffett scores 3,000% gains with this overlooked EV maker\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-18 14:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/amid-electric-car-frenzy-warren-214500405.html><strong>MoneyWise</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Warren Buffett isn’t known for chasing hype, but that doesn’t mean he’s missing out on the current EV boom.\nRivian Automotive, which debuted on Nasdaq a week ago at $78 per share, now trades at nearly...</p>\n\n<a href=\"https://finance.yahoo.com/news/amid-electric-car-frenzy-warren-214500405.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RIVN":"Rivian Automotive, Inc.","TSLA":"特斯拉","LCID":"Lucid Group Inc"},"source_url":"https://finance.yahoo.com/news/amid-electric-car-frenzy-warren-214500405.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2184755851","content_text":"Warren Buffett isn’t known for chasing hype, but that doesn’t mean he’s missing out on the current EV boom.\nRivian Automotive, which debuted on Nasdaq a week ago at $78 per share, now trades at nearly $150. Lucid Group, which went public through a SPAC deal this summer, surged 77% over the past month.\nThen there’s Tesla, which despite its recent pullback, is up a whopping 148% over the past year.\nHowever, Buffett bought into the industry more than a decade ago. He poured hundreds of millions into Chinese electric-vehicle maker BYD, and that bet is now paying off handsomely.\nHere’s a look at the legendary investor’s favorite EV stock — along with two other Chinese manufacturers that may be worth pouncing on with any extra cash you’ve got.\nBYD\nIn 2008, Buffett’s company Berkshire Hathaway bought 225 million shares of BYD for $232 million.\nBerkshire’s latest shareholder letter shows it still held those shares as of Dec. 31, 2020 — except their market value had surged to roughly $5.9 billion.\nConsidering that BYD has gone up another 34% this year, Buffett’s company would have racked up another $2 billion gain on that position, assuming he hasn’t sold any shares.\nAnd there’s more to the company than just hype. In Q3, BYD sold 183,000 new electric vehicles (including hybrids), up 294% year over year. And when it comes to pure EVs, the company sold 91,616, representing a 186% increase.\nBut despite its entrenched position, BYD shares are not listed in America. They only trade over the counter here, so you would need to use a specialized broker.\nThankfully, other fast-growing Chinese EV makers have made it to U.S. stock exchanges.\nNIO \nNIO is one of them.\nThe company entered the market in December 2017 with a seven-seat premium electric SUV called the ES8. One year later, it debuted the ES6, and in late 2019, NIO added a five-seat “crossover coupe” SUV called the EC6 to its lineup.\nThe company delivered 24,439 EVs in the third quarter of this year, doubling the number of EVs delivered during the same period last year. As of Oct. 31, cumulative deliveries of NIO’s three models have surpassed 145,000 vehicles.\nNIO shares have been on a roller coaster ride. Last summer, the stock was trading at less than $10. It skyrocketed to over $60 during the meme stock frenzy earlier this year, before losing a good chunk of the gains. Today, shares are trading at around $40 apiece.\nIf you’re wary about putting your money into such volatile tickers, you can always dump your “spare change” into a portfolio tailored to your comfort for risk.\nXPeng \nYirangong / Wikimedia Commons\nXPeng is another Chinese EV company trading in the U.S. stock market.\nIt went public in August 2020 with an IPO price of $15. Thanks to the market’s huge appetite for EV stocks over the past year, XPeng shares have climbed to over $49 apiece.\nAgain, it’s not just hype — business is booming. In Q2 of 2021, XPeng delivered 17,398 EVs, representing a 439% increase from the pandemic-struck Q2 2020 and marking a new quarterly record.\nWhat’s more impressive was revenue, which jumped 536.7% year-over-year to $582.5 million in Q2.\nThe next few weeks could be eventful for XPeng shares, as the company is scheduled to report Q3 2021 earnings on Tuesday, Nov. 23 before market open.","news_type":1},"isVote":1,"tweetType":1,"viewCount":132,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":873937264,"gmtCreate":1636828509005,"gmtModify":1636828509185,"author":{"id":"4091783136376870","authorId":"4091783136376870","name":"oklebs","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"This guy seems to be messing around sometimes&nbsp;","listText":"This guy seems to be messing around sometimes&nbsp;","text":"This guy seems to be messing around sometimes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/873937264","repostId":"1151602326","repostType":4,"repost":{"id":"1151602326","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":1636767621,"share":"https://www.laohu8.com/m/news/1151602326?lang=&edition=full","pubTime":"2021-11-13 09:40","market":"us","language":"en","title":"Musk sold 1.2 million Tesla shares on November 12","url":"https://stock-news.laohu8.com/highlight/detail?id=1151602326","media":"Tiger Newspress","summary":"Musk sold 1.2 million Tesla shares at an average price of $1032.5 on November 12,according to SEC documents.At present, Musk still holds 166.3 million Tesla shares.So far, Musk has sold about 6.34 million Tesla shares since November 8. Previously, musk promised on Twitter to sell 10% of its Tesla shares, namely 17.05 million shares. At present, musk has sold only 37.1% of its promised shares, and needs to sell at least 10.7 million Tesla shares.","content":"<p>Musk sold 1.2 million Tesla shares at an average price of $1032.5 on November 12,according to SEC documents.At present, Musk still holds 166.3 million Tesla shares.</p>\n<p>So far, Musk has sold about 6.34 million Tesla shares since November 8. Previously, musk promised on Twitter to sell 10% of its Tesla shares, namely 17.05 million shares. At present, musk has sold only 37.1% of its promised shares, and needs to sell at least 10.7 million Tesla shares.</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>Musk sold 1.2 million Tesla shares on November 12</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMusk sold 1.2 million Tesla shares on November 12\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-11-13 09:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Musk sold 1.2 million Tesla shares at an average price of $1032.5 on November 12,according to SEC documents.At present, Musk still holds 166.3 million Tesla shares.</p>\n<p>So far, Musk has sold about 6.34 million Tesla shares since November 8. Previously, musk promised on Twitter to sell 10% of its Tesla shares, namely 17.05 million shares. At present, musk has sold only 37.1% of its promised shares, and needs to sell at least 10.7 million Tesla shares.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151602326","content_text":"Musk sold 1.2 million Tesla shares at an average price of $1032.5 on November 12,according to SEC documents.At present, Musk still holds 166.3 million Tesla shares.\nSo far, Musk has sold about 6.34 million Tesla shares since November 8. Previously, musk promised on Twitter to sell 10% of its Tesla shares, namely 17.05 million shares. At present, musk has sold only 37.1% of its promised shares, and needs to sell at least 10.7 million Tesla shares.","news_type":1},"isVote":1,"tweetType":1,"viewCount":165,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":873937672,"gmtCreate":1636828476835,"gmtModify":1636828476835,"author":{"id":"4091783136376870","authorId":"4091783136376870","name":"oklebs","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Why did the stock drop","listText":"Why did the stock drop","text":"Why did the stock drop","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/873937672","repostId":"1129543601","repostType":4,"repost":{"id":"1129543601","pubTimestamp":1636770982,"share":"https://www.laohu8.com/m/news/1129543601?lang=&edition=full","pubTime":"2021-11-13 10:36","market":"us","language":"en","title":"Palantir: Q3 Beat, Increased FCF, Raises Guidance But Sells Off Creating An Opportunity","url":"https://stock-news.laohu8.com/highlight/detail?id=1129543601","media":"Seeking Alpha","summary":"Summary\n\nPalantir delivered revenue growth QoQ of 36% while generating $119 million in FCF creating ","content":"<p><b>Summary</b></p>\n<ul>\n <li>Palantir delivered revenue growth QoQ of 36% while generating $119 million in FCF creating a 30% margin.</li>\n <li>Palantir's commercial revenue increased 37%, and government revenue grew by 34% YoY in Q3 showing strong forward growth trends.</li>\n <li>Palantir closed 54 deals in Q3 2021 with at least $1 million in contract value with 33 valued at $5+ million and 18 at $10+ million.</li>\n <li>Palantir increases guidance again and expects 40% revenue growth YoY at $1.527 billion and $400 million in FCF up from the previous guidance increase of $300 million.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3fd5d395baf412802ef5e554f0efa64b\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>Andreas Rentz/Getty Images Entertainment</span></p>\n<p>Some investors love to hate Palantir (PLTR), which was nicknamed a black box company in the past, while others absolutely love it because they believe PLTR's software is the future. In my previous article on PLTR, I stated that based on PLTR's current revenue trend, they were setting up to deliver $399.41 million in revenue for Q3 and $423.22 million of revenue in Q4. The consensus number was $386.56 million of revenue in Q3, and PLTR delivered $392.1 million and forecasted $418 million in Q4 2021. The reaction in premarket as the earnings call was being conducted was nothing but a sea of red as PLTR sharply declined, and each time a gap tried to fill, the next leg on the downward spiral started. The news wasn't even digested, yet people decided to either take profits, exit their position or lost faith in PLTR.</p>\n<p>What wasn't there to like in the earnings release to cause the sell-off that has been hovering in the -9.03% range? PLTR delivered 36% YoY revenue growth, added 34 new customers in Q3, and closed 54 deals worth $1 million or more. PLTR increased their remaining deal value by 50% YoY to $3.6 billion and delivered $101 million in cash from operations (26% margin), and $199 million in free cash flow (30% margin). PLTR also increased guidance for 2021 as they now expect revenue growth of 40% YoY compared to their previous projection of 30% and increased their projection in FCF to $400 million from $300 million. In addition to the numbers, PLTR announced new product platforms and use cases that have tremendous potential to drive revenue and FCF in the future. I believe this sell-off will be short-lived and I am looking at it as a buying opportunity.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8cfe1dd0e9b2c6a24ce3cb94bcfda56c\" tg-width=\"640\" tg-height=\"341\" width=\"100%\" height=\"auto\"><span>(Source: Seeking Alpha)</span></p>\n<p><b>Palantir's revenue continues to expand on both the commercial and government side</b></p>\n<p>Quarter after Quarter since PLTR went public, their commercial business has expanded. After five quarters of going public, PLTR's quarterly commercial revenue has increased by $62 million or 55.36%. In Q3 2021, PLTR delivered $174 million in revenue from its commercial operations, which accounted for 44.38% of its $392.1 million quarterly revenue. Over the previous two years, PLTR's Q3 revenue has increased by 85.11% as it grew by 35.11% in Q3 2020 YoY and by another 37.01% YoY in Q3 of 2021. PLTR's commercial remaining deal value increased by 101% YoY from $1.1 billion in Q3 2020 to $2.2 billion in Q3 2021. Commercial customers are inviting PLTR to present their software solutions, and PLTR is winning their business. In Q3 2021, PLTR added 34 net new customers increasing their commercial customer base by 20% QoQ to 203. Over the past year, PLTR has seen its commercial customer base expand by 46.04% as it has grown by 64 clients from 139 to 203. Anyone who still classifies PLTR as a black box is not being accurate as the commercial market is learning about PLTR's software platforms and implementing their solutions to improve their operations.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa4084630f4e4be30a41c925c5a3fd0a\" tg-width=\"640\" tg-height=\"374\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Palantir)</span></p>\n<p>Since Q1 of 2020, PLTR has increased its quarterly revenue by $163.1 million (71.23%) at an average quarterly growth rate of 9.43% QoQ. In Q3 of 2021, this trend stayed intact as revenue increased by $16.1 million QoQ or 4.28%. While the quarterly revenue growth slowed a bit QoQ compared to 10.26% in Q2 2021, PLTR is projecting its Q4 2021 revenue will be $418 million. PLTR is expecting to deliver another company record and generate $25.9 million (6.61%) in QoQ growth to close out the year.</p>\n<p>The same growth story applies to their total revenue in the trailing twelve months (TTM) as well. Over the last six quarters, PLTR's TTM revenue has increased by $620.6 million (76.55%) from $810.6 million to $1.43 billion. On average, PLTR's TTM revenue growth has increased by $103.42 million (9.94%) QoQ. In Q1 2020 - Q3 2020, their average QoQ revenue growth was $94.03 million, and this has increased substantially as the past three quarters have all increased by at least $105 million QoQ. In Q3 2021, PLTR increased its TTM revenue to $1.43 billion as it added $106.8 million (8.06%) in QoQ revenue growth. Just like the quarterly metric, PLTR's TTM is expected to grow QoQ by an additional $95.9 million to $1.527 billion compared to $1.51 billion in the consensus estimate. This would place PLTR's annual revenue growth YoY well ahead of their 30% projection as they would finish 2021 having increased its revenue by $434.30 million (39.75%)</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b0ec6211d7ecb04785f406c7661c9124\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Palantir)</span></p>\n<p>I am shocked PLTR is still in the red. PLTR is a high-growth company that is now FCF positive and expanding its metrics. In the first nine months of 2020, PLTR generated -$285 million in FCF, and at the end of the first nine months of 2021, PLTR has delivered a $605 million swing as it has produced $320 million in FCF YTD. PLTR previously increased their 2021 FCF guidance to $300, and they just increased it again to $400+ million. In the span of three months, PLTR increased its FCF projection by an additional 33.33%. In Q3, PLTR's FCF margin was 30%, and they are projecting $400+ million in FCF for 2021. At the very minimum, this would mean they will tack on an additional $80 million in FCF for 2021. If PLTR delivers $1.527 billion in revenue and $400 million in FCF, its 2021 FCF margin would be 26.2%. PLTR is still projecting 30% annual revenue growth YoY thru 2025, which would place their 2025 revenue at $4.36 billion based on their projection of $1.527 for 2021. At PLTR's current FCF margin, they would generate $1.14 billion in FCF in 2025. Considering PLTR's current trends, if they exceeded their projections and grew at 35% YoY, it would place their 2025 revenue at $5.07 billion. At their current FCF margin, they would then generate $1.33 billion in FCF in 2025.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/87cff0d5c5ef70ea6926a1323c77bfe4\" tg-width=\"640\" tg-height=\"306\" width=\"100%\" height=\"auto\"><span>(Source: PLTR)</span></p>\n<p>PLTR is firing on all cylinders. YoY, their Q3 revenue grew by 36%, they raised guidance on their FCF for a 2nd time from $300 million to $400+ million and have increased their annual revenue growth guidance from 30% to roughly 40%. PLTR is still maintaining its future revenue outlook of 30% annually YoY and is creating some impressive margins. PLTR's commercial revenue grew YoY by 37%, and their government revenue grew by 34% YoY in Q3. PLTR closed at least 54 deals worth at least $1 million during Q3, and 33 of those were at least $5 million in revenue, and 18 were at least $10 million in revenue. PLTR's growth metrics are impressive, and I am expecting them to under promise and over deliver going forward.</p>\n<p><b>Palantir is entering two new sectors that are going to be huge, carbon emissions, and crypto</b></p>\n<p>In the past, I have written about future opportunities with the government, Amazon(NASDAQ:AMZN), and International Business Machines(NYSE:IBM). On today's earnings call, PLTR introduced significant information surrounding two new products they will be offering for carbon emissions and crypto.</p>\n<p>There has been a fundamental shift in the USA over climate, and President Biden rejoined the Paris Agreement to reengage in tackling climate change. Part ofthe planis to reach a net-zero emission economy-wide by 2050. Recently President Biden at the United Nations climate summit in Glasgow, Scotland, pledged to work with the European Union and dozens of other nations to reduce overall methane emissions worldwide by 30% by 2030. No matter what your stance on climate is, there are many who believe we need to lower emissions, and many nations are working on a goal. To comply, companies such as&nbsp;Exxon Mobil(NYSE:XOM)&nbsp;are conducting longer-term research on several promising innovations with outside organizations, including direct air capture technology to&nbsp;scrub emissions out of the air&nbsp;and carbonate fuel cells&nbsp;to capture industrial emissions&nbsp;from flue gas streams of power plants or manufacturing facilities. Carbon emissions management is already a booming business, and PLTR is creating a module on Foundry to present a single pane to view revenue, margin, production, and all emissions so companies can manage outcomes more efficiently. Personally, I believe this has enormous potential to drive revenue for PLTR in the future.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2386d938e7f452a340dbb130de508f6\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>(Source: Palantir)</span></p>\n<p>The second huge prospect that PLTR discussed was Foundry for crypto. It looks like PLTR is leveraging their anti-money laundering and know-your-customer expertise. PLTR has worked with several governments over the years to find compliance issues with the world's largest banks and help those banks respond and strengthen their compliance programs. This makes complete sense, and when you go back to the contracts, PLTR has been awarded from the IRS and SEC (discussed in previous articles). In Q3 alone, PLTR inked 6 contracts with the IRS. If I had to guess, PLTR's software would be utilized by the IRS and the SEC on the government side and adopted on the commercial side by banks and crypto exchanges. Currently, in the past 24 hours,Coinbase(NASDAQ:COIN)&nbsp;is showing that Bitcoin (BTC-USD) has incurred a trading volume of $43.8 billion. I think PLTR will end up driving future revenue from both government and commercial contracts from its Foundry for Crypto.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/53c762e27799c80dbaa9914bb98a6a10\" tg-width=\"624\" tg-height=\"234\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Federal Procurement Database)</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/005d57c6c5c926b35eac100fa35c7415\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>(Source: Palantir)</span></p>\n<p><b>Conclusion</b></p>\n<p>PLTR has become another statistic of the market misunderstanding its earnings and selling the news when the news was great. What more does anyone want PLTR to do? This was an excellent quarter with revenue increasing 36% YoY in Q3, FCF came in at $119 million with a 30% margin, and PLTR closed 54 deals worth more than $1 million each. PLTR beats revenue estimates, increases guidance for its full-year revenue than for the 2nd time, increases its FCF guidance. This was a sell the news on all positive factors, which is creating a buying opportunity. I am staying long on PLTR and plan to add to my position if the sell-off continues.</p>\n<p><b>Seeking Alpha Marketplace</b></p>\n<p>I will be launching a subscription service called Barbell Capital on the Seeking Alpha Marketplace. Barbell Capital will provide exclusive research, model portfolios, investment tools, Q&amp;A sessions, watchlists, and additional features for its members. I will also have a live portfolio dedicated to generating capital from trading, selling puts and selling covered calls. The profits will be allocated to future capital appreciating investments and investing in dividend investments to generate income while we sleep.</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: Q3 Beat, Increased FCF, Raises Guidance But Sells Off Creating An Opportunity</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir: Q3 Beat, Increased FCF, Raises Guidance But Sells Off Creating An Opportunity\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-13 10:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4468059-palantir-q3-beat-creating-an-opportunity><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nPalantir delivered revenue growth QoQ of 36% while generating $119 million in FCF creating a 30% margin.\nPalantir's commercial revenue increased 37%, and government revenue grew by 34% YoY in...</p>\n\n<a href=\"https://seekingalpha.com/article/4468059-palantir-q3-beat-creating-an-opportunity\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4468059-palantir-q3-beat-creating-an-opportunity","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129543601","content_text":"Summary\n\nPalantir delivered revenue growth QoQ of 36% while generating $119 million in FCF creating a 30% margin.\nPalantir's commercial revenue increased 37%, and government revenue grew by 34% YoY in Q3 showing strong forward growth trends.\nPalantir closed 54 deals in Q3 2021 with at least $1 million in contract value with 33 valued at $5+ million and 18 at $10+ million.\nPalantir increases guidance again and expects 40% revenue growth YoY at $1.527 billion and $400 million in FCF up from the previous guidance increase of $300 million.\n\nAndreas Rentz/Getty Images Entertainment\nSome investors love to hate Palantir (PLTR), which was nicknamed a black box company in the past, while others absolutely love it because they believe PLTR's software is the future. In my previous article on PLTR, I stated that based on PLTR's current revenue trend, they were setting up to deliver $399.41 million in revenue for Q3 and $423.22 million of revenue in Q4. The consensus number was $386.56 million of revenue in Q3, and PLTR delivered $392.1 million and forecasted $418 million in Q4 2021. The reaction in premarket as the earnings call was being conducted was nothing but a sea of red as PLTR sharply declined, and each time a gap tried to fill, the next leg on the downward spiral started. The news wasn't even digested, yet people decided to either take profits, exit their position or lost faith in PLTR.\nWhat wasn't there to like in the earnings release to cause the sell-off that has been hovering in the -9.03% range? PLTR delivered 36% YoY revenue growth, added 34 new customers in Q3, and closed 54 deals worth $1 million or more. PLTR increased their remaining deal value by 50% YoY to $3.6 billion and delivered $101 million in cash from operations (26% margin), and $199 million in free cash flow (30% margin). PLTR also increased guidance for 2021 as they now expect revenue growth of 40% YoY compared to their previous projection of 30% and increased their projection in FCF to $400 million from $300 million. In addition to the numbers, PLTR announced new product platforms and use cases that have tremendous potential to drive revenue and FCF in the future. I believe this sell-off will be short-lived and I am looking at it as a buying opportunity.\n(Source: Seeking Alpha)\nPalantir's revenue continues to expand on both the commercial and government side\nQuarter after Quarter since PLTR went public, their commercial business has expanded. After five quarters of going public, PLTR's quarterly commercial revenue has increased by $62 million or 55.36%. In Q3 2021, PLTR delivered $174 million in revenue from its commercial operations, which accounted for 44.38% of its $392.1 million quarterly revenue. Over the previous two years, PLTR's Q3 revenue has increased by 85.11% as it grew by 35.11% in Q3 2020 YoY and by another 37.01% YoY in Q3 of 2021. PLTR's commercial remaining deal value increased by 101% YoY from $1.1 billion in Q3 2020 to $2.2 billion in Q3 2021. Commercial customers are inviting PLTR to present their software solutions, and PLTR is winning their business. In Q3 2021, PLTR added 34 net new customers increasing their commercial customer base by 20% QoQ to 203. Over the past year, PLTR has seen its commercial customer base expand by 46.04% as it has grown by 64 clients from 139 to 203. Anyone who still classifies PLTR as a black box is not being accurate as the commercial market is learning about PLTR's software platforms and implementing their solutions to improve their operations.\n(Source: Steven Fiorillo) (Data Source: Palantir)\nSince Q1 of 2020, PLTR has increased its quarterly revenue by $163.1 million (71.23%) at an average quarterly growth rate of 9.43% QoQ. In Q3 of 2021, this trend stayed intact as revenue increased by $16.1 million QoQ or 4.28%. While the quarterly revenue growth slowed a bit QoQ compared to 10.26% in Q2 2021, PLTR is projecting its Q4 2021 revenue will be $418 million. PLTR is expecting to deliver another company record and generate $25.9 million (6.61%) in QoQ growth to close out the year.\nThe same growth story applies to their total revenue in the trailing twelve months (TTM) as well. Over the last six quarters, PLTR's TTM revenue has increased by $620.6 million (76.55%) from $810.6 million to $1.43 billion. On average, PLTR's TTM revenue growth has increased by $103.42 million (9.94%) QoQ. In Q1 2020 - Q3 2020, their average QoQ revenue growth was $94.03 million, and this has increased substantially as the past three quarters have all increased by at least $105 million QoQ. In Q3 2021, PLTR increased its TTM revenue to $1.43 billion as it added $106.8 million (8.06%) in QoQ revenue growth. Just like the quarterly metric, PLTR's TTM is expected to grow QoQ by an additional $95.9 million to $1.527 billion compared to $1.51 billion in the consensus estimate. This would place PLTR's annual revenue growth YoY well ahead of their 30% projection as they would finish 2021 having increased its revenue by $434.30 million (39.75%)\n(Source: Steven Fiorillo) (Data Source: Palantir)\nI am shocked PLTR is still in the red. PLTR is a high-growth company that is now FCF positive and expanding its metrics. In the first nine months of 2020, PLTR generated -$285 million in FCF, and at the end of the first nine months of 2021, PLTR has delivered a $605 million swing as it has produced $320 million in FCF YTD. PLTR previously increased their 2021 FCF guidance to $300, and they just increased it again to $400+ million. In the span of three months, PLTR increased its FCF projection by an additional 33.33%. In Q3, PLTR's FCF margin was 30%, and they are projecting $400+ million in FCF for 2021. At the very minimum, this would mean they will tack on an additional $80 million in FCF for 2021. If PLTR delivers $1.527 billion in revenue and $400 million in FCF, its 2021 FCF margin would be 26.2%. PLTR is still projecting 30% annual revenue growth YoY thru 2025, which would place their 2025 revenue at $4.36 billion based on their projection of $1.527 for 2021. At PLTR's current FCF margin, they would generate $1.14 billion in FCF in 2025. Considering PLTR's current trends, if they exceeded their projections and grew at 35% YoY, it would place their 2025 revenue at $5.07 billion. At their current FCF margin, they would then generate $1.33 billion in FCF in 2025.\n(Source: PLTR)\nPLTR is firing on all cylinders. YoY, their Q3 revenue grew by 36%, they raised guidance on their FCF for a 2nd time from $300 million to $400+ million and have increased their annual revenue growth guidance from 30% to roughly 40%. PLTR is still maintaining its future revenue outlook of 30% annually YoY and is creating some impressive margins. PLTR's commercial revenue grew YoY by 37%, and their government revenue grew by 34% YoY in Q3. PLTR closed at least 54 deals worth at least $1 million during Q3, and 33 of those were at least $5 million in revenue, and 18 were at least $10 million in revenue. PLTR's growth metrics are impressive, and I am expecting them to under promise and over deliver going forward.\nPalantir is entering two new sectors that are going to be huge, carbon emissions, and crypto\nIn the past, I have written about future opportunities with the government, Amazon(NASDAQ:AMZN), and International Business Machines(NYSE:IBM). On today's earnings call, PLTR introduced significant information surrounding two new products they will be offering for carbon emissions and crypto.\nThere has been a fundamental shift in the USA over climate, and President Biden rejoined the Paris Agreement to reengage in tackling climate change. Part ofthe planis to reach a net-zero emission economy-wide by 2050. Recently President Biden at the United Nations climate summit in Glasgow, Scotland, pledged to work with the European Union and dozens of other nations to reduce overall methane emissions worldwide by 30% by 2030. No matter what your stance on climate is, there are many who believe we need to lower emissions, and many nations are working on a goal. To comply, companies such as Exxon Mobil(NYSE:XOM) are conducting longer-term research on several promising innovations with outside organizations, including direct air capture technology to scrub emissions out of the air and carbonate fuel cells to capture industrial emissions from flue gas streams of power plants or manufacturing facilities. Carbon emissions management is already a booming business, and PLTR is creating a module on Foundry to present a single pane to view revenue, margin, production, and all emissions so companies can manage outcomes more efficiently. Personally, I believe this has enormous potential to drive revenue for PLTR in the future.\n(Source: Palantir)\nThe second huge prospect that PLTR discussed was Foundry for crypto. It looks like PLTR is leveraging their anti-money laundering and know-your-customer expertise. PLTR has worked with several governments over the years to find compliance issues with the world's largest banks and help those banks respond and strengthen their compliance programs. This makes complete sense, and when you go back to the contracts, PLTR has been awarded from the IRS and SEC (discussed in previous articles). In Q3 alone, PLTR inked 6 contracts with the IRS. If I had to guess, PLTR's software would be utilized by the IRS and the SEC on the government side and adopted on the commercial side by banks and crypto exchanges. Currently, in the past 24 hours,Coinbase(NASDAQ:COIN) is showing that Bitcoin (BTC-USD) has incurred a trading volume of $43.8 billion. I think PLTR will end up driving future revenue from both government and commercial contracts from its Foundry for Crypto.\n(Source: Steven Fiorillo) (Data Source: Federal Procurement Database)\n(Source: Palantir)\nConclusion\nPLTR has become another statistic of the market misunderstanding its earnings and selling the news when the news was great. What more does anyone want PLTR to do? This was an excellent quarter with revenue increasing 36% YoY in Q3, FCF came in at $119 million with a 30% margin, and PLTR closed 54 deals worth more than $1 million each. PLTR beats revenue estimates, increases guidance for its full-year revenue than for the 2nd time, increases its FCF guidance. This was a sell the news on all positive factors, which is creating a buying opportunity. I am staying long on PLTR and plan to add to my position if the sell-off continues.\nSeeking Alpha Marketplace\nI will be launching a subscription service called Barbell Capital on the Seeking Alpha Marketplace. Barbell Capital will provide exclusive research, model portfolios, investment tools, Q&A sessions, watchlists, and additional features for its members. I will also have a live portfolio dedicated to generating capital from trading, selling puts and selling covered calls. The profits will be allocated to future capital appreciating investments and investing in dividend investments to generate income while we sleep.","news_type":1},"isVote":1,"tweetType":1,"viewCount":209,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":870285017,"gmtCreate":1636622464521,"gmtModify":1636622961099,"author":{"id":"4091783136376870","authorId":"4091783136376870","name":"oklebs","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/870285017","repostId":"1107880037","repostType":4,"repost":{"id":"1107880037","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":1636621202,"share":"https://www.laohu8.com/m/news/1107880037?lang=&edition=full","pubTime":"2021-11-11 17:00","market":"us","language":"en","title":"Tesla shares rose more than 2% in premarket trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1107880037","media":"Tiger Newspress","summary":"Tesla shares&nbsp;rose&nbsp;more&nbsp;than&nbsp;2%&nbsp;in&nbsp;premarket&nbsp;trading.\n\n\n\n\n\nTesla&nbsp;Chief Executive Elon Musk sold about $5 billion in shares, the billionaire reported in filings on Wednesday, just days after he polled Twitter users about selling 10% of his stake.","content":"<p>Tesla shares&nbsp;rose&nbsp;more&nbsp;than&nbsp;2%&nbsp;in&nbsp;premarket&nbsp;trading.</p>\n<p><img src=\"https://static.tigerbbs.com/3a5ca87dbe61bf791393b2e90c69b6cd\" tg-width=\"881\" tg-height=\"614\" width=\"100%\" height=\"auto\"></p>\n<p>Tesla&nbsp;Chief Executive Elon Musk sold about $5 billion in shares, the billionaire reported in filings on Wednesday, just days after he polled Twitter users about selling 10% of his stake.</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>Tesla shares rose more than 2% in premarket trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla shares rose more than 2% in premarket trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-11-11 17:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Tesla shares&nbsp;rose&nbsp;more&nbsp;than&nbsp;2%&nbsp;in&nbsp;premarket&nbsp;trading.</p>\n<p><img src=\"https://static.tigerbbs.com/3a5ca87dbe61bf791393b2e90c69b6cd\" tg-width=\"881\" tg-height=\"614\" width=\"100%\" height=\"auto\"></p>\n<p>Tesla&nbsp;Chief Executive Elon Musk sold about $5 billion in shares, the billionaire reported in filings on Wednesday, just days after he polled Twitter users about selling 10% of his stake.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107880037","content_text":"Tesla shares rose more than 2% in premarket trading.\n\nTesla Chief Executive Elon Musk sold about $5 billion in shares, the billionaire reported in filings on Wednesday, just days after he polled Twitter users about selling 10% of his stake.","news_type":1},"isVote":1,"tweetType":1,"viewCount":122,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":870288115,"gmtCreate":1636622314477,"gmtModify":1636622942592,"author":{"id":"4091783136376870","authorId":"4091783136376870","name":"oklebs","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"China stocks comeback?","listText":"China stocks comeback?","text":"China stocks comeback?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/870288115","repostId":"1145862757","repostType":4,"repost":{"id":"1145862757","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":1636621370,"share":"https://www.laohu8.com/m/news/1145862757?lang=&edition=full","pubTime":"2021-11-11 17:02","market":"us","language":"en","title":"DIDI shares surged more than 12% in premarket trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1145862757","media":"Tiger Newspress","summary":"DIDI shares surged more than 12% in premarket trading.Didi Global Inc is preparing to relaunch its r","content":"<p>DIDI&nbsp;shares&nbsp;surged&nbsp;more&nbsp;than&nbsp;12%&nbsp;in&nbsp;premarket&nbsp;trading.<img src=\"https://static.tigerbbs.com/c469d7e92346680715f4acb0e9107e14\" tg-width=\"897\" tg-height=\"583\" referrerpolicy=\"no-referrer\">Didi Global Inc&nbsp;is preparing to relaunch its ride-hailing and other apps in China by the end of the year in anticipation that Beijing's investigation into the company will be wrapped up by then, three people directly involved in the relaunch said.</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 shares surged more than 12% in premarket trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDIDI shares surged more than 12% in premarket trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-11-11 17:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>DIDI&nbsp;shares&nbsp;surged&nbsp;more&nbsp;than&nbsp;12%&nbsp;in&nbsp;premarket&nbsp;trading.<img src=\"https://static.tigerbbs.com/c469d7e92346680715f4acb0e9107e14\" tg-width=\"897\" tg-height=\"583\" referrerpolicy=\"no-referrer\">Didi Global Inc&nbsp;is preparing to relaunch its ride-hailing and other apps in China by the end of the year in anticipation that Beijing's investigation into the company will be wrapped up by then, three people directly involved in the relaunch said.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIDI":"滴滴(已退市)"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145862757","content_text":"DIDI shares surged more than 12% in premarket trading.Didi Global Inc is preparing to relaunch its ride-hailing and other apps in China by the end of the year in anticipation that Beijing's investigation into the company will be wrapped up by then, three people directly involved in the relaunch said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":243,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":606889646,"gmtCreate":1638855469450,"gmtModify":1638855469539,"author":{"id":"4091783136376870","authorId":"4091783136376870","name":"oklebs","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Looks like a good price","listText":"Looks like a good price","text":"Looks like a good price","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/606889646","repostId":"1186153909","repostType":2,"repost":{"id":"1186153909","pubTimestamp":1638854782,"share":"https://www.laohu8.com/m/news/1186153909?lang=&edition=full","pubTime":"2021-12-07 13:26","market":"us","language":"en","title":"Lucid and Nio Are Down Over 30% From Their Highs. Is it Time to Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=1186153909","media":"Motley Fool","summary":"In a matter of weeks, many growth stocks have gone from hot to cold over fears of an economic slowdo","content":"<p>In a matter of weeks, many growth stocks have gone from hot to cold over fears of an economic slowdown, the omicron COVID-19 variant, and valuation concerns.</p>\n<p></p>\n<p>Lucid Group (NASDAQ:LCID) and Nio (NYSE:NIO) are two very different electric vehicle (EV) companies that are looking to make names for themselves on the global stage. Despite their potential, however, both companies are seeing their share prices sink. Let's determine if now is the right time to buy Lucid and Nio, or if investors should run for the exits.</p>\n<p><b>This wild ride is showing no signs of slowing down</b></p>\n<p>Daniel Foelber (Lucid): Lucid had a banner year in 2021. It began mass production and deliveries of its Lucid Air Dream Edition sedan, was named the MotorTrend 2022 Car of the Year, and crushed range ratings by the Environmental Protection Agency (EPA). As a result, investors piled into its stock, which is up over three-fold for the year.</p>\n<p></p>\n<p>However, even Lucid is showing signs that it's cooling off. The stock is now down around 30% from its high, in lockstep with the broader EV industry. Lucid's success in 2022 and beyond depends on a lot of things going right. It needs to increase its manufacturing capacity, produce and deliver an average of 55 cars per day, expand its product line, and develop its Gravity SUV -- and most importantly, fend off the swath of legacy automakers and new players that are champing at the bit to develop their own battery technology. It's a tall order, but Lucid has so far proven an ability to deliver on its promises.</p>\n<p></p>\n<p>As impressive as Lucid's year has been, the reality is that the company is incredibly young and has yet to build the track record necessary to fend off skepticism. Referring to the chart above, it's clear to see that Lucid stock was initially met with euphoria and optimism before undergoing a roughly six-month period in the doldrums.</p>\n<p></p>\n<p>Because Lucid doesn't have meaningful financial metrics like revenue and profit, its performance depends on its ability to prove to investors that people want to buy its cars, it can produce the cars they want to buy, and it will sell even more cars in the future. At the end of the day, there are many factors that lie outside of Lucid's control, namely the chip shortage. However, Lucid has an advantage over other automakers: It isn't too reliant on third-party suppliers, because it builds its own battery packs and controls much of its production process.</p>\n<p></p>\n<p><b>Looking at the big picture</b></p>\n<p>Howard Smith (Nio): Shares of Chinese EV maker Nio are down more than 30% year-to-date, and are 50% off January 2021 highs. The company was valued at close to $100 billion at those highs based on its potential and expected continued strong growth in the global electrification of transportation. But a semiconductor chip shortage hit the industry this year, and affected production for many automotive manufacturers.</p>\n<p></p>\n<p>Nio wasn't immune to that, and it contributed to the drop in shares that has the company's market cap now at about $54 billion. That's still richly valued considering the company has yet to be profitable, and a sharp drop in vehicle deliveries in the month of October spooked investors further. But this week, Nio reported its November delivery results, and that drop in valuation may make now a good time to buy Nio shares.</p>\n<p></p>\n<p>Nio reported a monthly record for vehicle deliveries in November. That helps to alleviate concerns over supply constraints, and verifies that much of the dip in October was due to an interruption in production as the company prepared to upgrade its manufacturing lines for higher volume and new products. A look at how Nio's monthly deliveries progressed throughout 2021 shows the growth pattern appears intact.</p>\n<p></p>\n<p>Through November 2021, Nio deliveries have increased more than 120% over the comparable period in 2020. But even the record November figure only represents about half of the production capacity the company is working toward. That expansion is scheduled to be complete in the spring of 2022, and the company believes there's plenty of demand to support that growth. Nio began exporting vehicles for the first time in July 2021 as it set up a presence in Norway. It expects to move into Germany next year too as it also launches several new products.</p>\n<p></p>\n<p>With that bigger-picture perspective, the decrease in the share price seen this year might make now a good time to buy for investors with patience and the appropriate risk tolerance.</p>\n<p></p>\n<p><b>A great industry to invest in</b></p>\n<p>Lucid and Nio are two of the better up-and-coming electric car growth stocks. Both companies have real competitive advantages that could take them far as developed economies transition away from the internal combustion engine to the electric motor. Investors that agree with the long-term thesis of each company could do well to pick up shares on sale, or take a more conservative approach with a basket of EV stocks.</p>\n<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>Lucid and Nio Are Down Over 30% From Their Highs. Is it Time to Buy?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLucid and Nio Are Down Over 30% From Their Highs. Is it Time to Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-07 13:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/12/06/lucid-and-nio-are-down-over-25-from-their-highs-is/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In a matter of weeks, many growth stocks have gone from hot to cold over fears of an economic slowdown, the omicron COVID-19 variant, and valuation concerns.\n\nLucid Group (NASDAQ:LCID) and Nio (NYSE:...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/06/lucid-and-nio-are-down-over-25-from-their-highs-is/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","LCID":"Lucid Group Inc"},"source_url":"https://www.fool.com/investing/2021/12/06/lucid-and-nio-are-down-over-25-from-their-highs-is/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186153909","content_text":"In a matter of weeks, many growth stocks have gone from hot to cold over fears of an economic slowdown, the omicron COVID-19 variant, and valuation concerns.\n\nLucid Group (NASDAQ:LCID) and Nio (NYSE:NIO) are two very different electric vehicle (EV) companies that are looking to make names for themselves on the global stage. Despite their potential, however, both companies are seeing their share prices sink. Let's determine if now is the right time to buy Lucid and Nio, or if investors should run for the exits.\nThis wild ride is showing no signs of slowing down\nDaniel Foelber (Lucid): Lucid had a banner year in 2021. It began mass production and deliveries of its Lucid Air Dream Edition sedan, was named the MotorTrend 2022 Car of the Year, and crushed range ratings by the Environmental Protection Agency (EPA). As a result, investors piled into its stock, which is up over three-fold for the year.\n\nHowever, even Lucid is showing signs that it's cooling off. The stock is now down around 30% from its high, in lockstep with the broader EV industry. Lucid's success in 2022 and beyond depends on a lot of things going right. It needs to increase its manufacturing capacity, produce and deliver an average of 55 cars per day, expand its product line, and develop its Gravity SUV -- and most importantly, fend off the swath of legacy automakers and new players that are champing at the bit to develop their own battery technology. It's a tall order, but Lucid has so far proven an ability to deliver on its promises.\n\nAs impressive as Lucid's year has been, the reality is that the company is incredibly young and has yet to build the track record necessary to fend off skepticism. Referring to the chart above, it's clear to see that Lucid stock was initially met with euphoria and optimism before undergoing a roughly six-month period in the doldrums.\n\nBecause Lucid doesn't have meaningful financial metrics like revenue and profit, its performance depends on its ability to prove to investors that people want to buy its cars, it can produce the cars they want to buy, and it will sell even more cars in the future. At the end of the day, there are many factors that lie outside of Lucid's control, namely the chip shortage. However, Lucid has an advantage over other automakers: It isn't too reliant on third-party suppliers, because it builds its own battery packs and controls much of its production process.\n\nLooking at the big picture\nHoward Smith (Nio): Shares of Chinese EV maker Nio are down more than 30% year-to-date, and are 50% off January 2021 highs. The company was valued at close to $100 billion at those highs based on its potential and expected continued strong growth in the global electrification of transportation. But a semiconductor chip shortage hit the industry this year, and affected production for many automotive manufacturers.\n\nNio wasn't immune to that, and it contributed to the drop in shares that has the company's market cap now at about $54 billion. That's still richly valued considering the company has yet to be profitable, and a sharp drop in vehicle deliveries in the month of October spooked investors further. But this week, Nio reported its November delivery results, and that drop in valuation may make now a good time to buy Nio shares.\n\nNio reported a monthly record for vehicle deliveries in November. That helps to alleviate concerns over supply constraints, and verifies that much of the dip in October was due to an interruption in production as the company prepared to upgrade its manufacturing lines for higher volume and new products. A look at how Nio's monthly deliveries progressed throughout 2021 shows the growth pattern appears intact.\n\nThrough November 2021, Nio deliveries have increased more than 120% over the comparable period in 2020. But even the record November figure only represents about half of the production capacity the company is working toward. That expansion is scheduled to be complete in the spring of 2022, and the company believes there's plenty of demand to support that growth. Nio began exporting vehicles for the first time in July 2021 as it set up a presence in Norway. It expects to move into Germany next year too as it also launches several new products.\n\nWith that bigger-picture perspective, the decrease in the share price seen this year might make now a good time to buy for investors with patience and the appropriate risk tolerance.\n\nA great industry to invest in\nLucid and Nio are two of the better up-and-coming electric car growth stocks. Both companies have real competitive advantages that could take them far as developed economies transition away from the internal combustion engine to the electric motor. Investors that agree with the long-term thesis of each company could do well to pick up shares on sale, or take a more conservative approach with a basket of EV stocks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":339,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":600791688,"gmtCreate":1638196384942,"gmtModify":1638196385091,"author":{"id":"4091783136376870","authorId":"4091783136376870","name":"oklebs","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Rebound!!!","listText":"Rebound!!!","text":"Rebound!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/600791688","repostId":"1105707761","repostType":2,"repost":{"id":"1105707761","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":1638196297,"share":"https://www.laohu8.com/m/news/1105707761?lang=&edition=full","pubTime":"2021-11-29 22:31","market":"us","language":"en","title":"S&P 500 rebounds 1% from Friday’s omicron-induced sell-off, Dow gains 300 points","url":"https://stock-news.laohu8.com/highlight/detail?id=1105707761","media":"Tiger Newspress","summary":"Stocks rebounded on Monday following a major sell-off to end last week spurred by concerns about the","content":"<p>Stocks rebounded on Monday following a major sell-off to end last week spurred by concerns about the Covid omicron variant.</p>\n<p>The Dow Jones Industrial Average gained 368 points, or 1.1%. The S&amp;P 500 added 1.2%. The tech-focused Nasdaq Composite rose about 1.5%.</p>\n<p><img src=\"https://static.tigerbbs.com/ca9068df34a314b502fcb01917f6d34d\" tg-width=\"1033\" tg-height=\"421\" referrerpolicy=\"no-referrer\"></p>\n<p>Stocks that were the hardest hit on Friday were rebounding the most on Monday.</p>\n<p>Travel related names were up across the board. Carnival Corp. and Norwegian Cruise Lines were up more than 5% apiece. Royal Caribbean popped 6.5%. Airline stocks also charged higher with United Airlines up 3%, and Delta Airline and American Airline gaining about 1% each. Online travel booker Booking Holdings rose 2%.</p>\n<p>One stock that continued its Friday trend was Moderna. The vaccine maker’s stock was up another 10%&nbsp;after jumping 20% on Friday.</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>S&P 500 rebounds 1% from Friday’s omicron-induced sell-off, Dow gains 300 points</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nS&P 500 rebounds 1% from Friday’s omicron-induced sell-off, Dow gains 300 points\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-11-29 22:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Stocks rebounded on Monday following a major sell-off to end last week spurred by concerns about the Covid omicron variant.</p>\n<p>The Dow Jones Industrial Average gained 368 points, or 1.1%. The S&amp;P 500 added 1.2%. The tech-focused Nasdaq Composite rose about 1.5%.</p>\n<p><img src=\"https://static.tigerbbs.com/ca9068df34a314b502fcb01917f6d34d\" tg-width=\"1033\" tg-height=\"421\" referrerpolicy=\"no-referrer\"></p>\n<p>Stocks that were the hardest hit on Friday were rebounding the most on Monday.</p>\n<p>Travel related names were up across the board. Carnival Corp. and Norwegian Cruise Lines were up more than 5% apiece. Royal Caribbean popped 6.5%. Airline stocks also charged higher with United Airlines up 3%, and Delta Airline and American Airline gaining about 1% each. Online travel booker Booking Holdings rose 2%.</p>\n<p>One stock that continued its Friday trend was Moderna. The vaccine maker’s stock was up another 10%&nbsp;after jumping 20% on Friday.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105707761","content_text":"Stocks rebounded on Monday following a major sell-off to end last week spurred by concerns about the Covid omicron variant.\nThe Dow Jones Industrial Average gained 368 points, or 1.1%. The S&P 500 added 1.2%. The tech-focused Nasdaq Composite rose about 1.5%.\n\nStocks that were the hardest hit on Friday were rebounding the most on Monday.\nTravel related names were up across the board. Carnival Corp. and Norwegian Cruise Lines were up more than 5% apiece. Royal Caribbean popped 6.5%. Airline stocks also charged higher with United Airlines up 3%, and Delta Airline and American Airline gaining about 1% each. Online travel booker Booking Holdings rose 2%.\nOne stock that continued its Friday trend was Moderna. The vaccine maker’s stock was up another 10% after jumping 20% on Friday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":143,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":870281285,"gmtCreate":1636622279314,"gmtModify":1636622941494,"author":{"id":"4091783136376870","authorId":"4091783136376870","name":"oklebs","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Too expensive","listText":"Too expensive","text":"Too expensive","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/870281285","repostId":"1173011615","repostType":4,"repost":{"id":"1173011615","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":1636621941,"share":"https://www.laohu8.com/m/news/1173011615?lang=&edition=full","pubTime":"2021-11-11 17:12","market":"us","language":"en","title":"Rivian shares rose more than 8% in premarket as the stock jumped nearly 30% in its debut","url":"https://stock-news.laohu8.com/highlight/detail?id=1173011615","media":"Tiger Newspress","summary":"Rivian shares rose more than 8% in premarket as the stock jumped nearly 30% in its debut.Rivian shares closed at $100.73 on last day, marking a nearly 30% jump from its offering price.That made Rivian the second most valuable U.S. automaker after Tesla Inc, which is worth $1.06 trillion. Despite just having started selling vehicles and having little revenue to report, Rivian ranked ahead of General Motors Co at $86.05 billion, Ford Motor Co at $77.37 billion, and Lucid Group at $65.96 billion.","content":"<p>Rivian&nbsp;shares&nbsp;rose&nbsp;more&nbsp;than&nbsp;8%&nbsp;in&nbsp;premarket&nbsp;as&nbsp;the&nbsp;stock&nbsp;jumped&nbsp;nearly&nbsp;30%&nbsp;in&nbsp;its&nbsp;debut.<img src=\"https://static.tigerbbs.com/0042964d25e0f3757ddd14f57aed6db6\" tg-width=\"898\" tg-height=\"625\" referrerpolicy=\"no-referrer\">Rivian shares closed at $100.73&nbsp;on&nbsp;last&nbsp;day, marking a nearly 30% jump from its offering price.</p>\n<p>That made Rivian the second most valuable U.S. automaker after Tesla Inc, which is worth $1.06 trillion. Despite just having started selling vehicles and having little revenue to report, Rivian ranked ahead of General Motors Co&nbsp;at $86.05 billion, Ford Motor Co&nbsp;at $77.37 billion, and Lucid Group&nbsp;at $65.96 billion.</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>Rivian shares rose more than 8% in premarket as the stock jumped nearly 30% in its debut</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nRivian shares rose more than 8% in premarket as the stock jumped nearly 30% in its debut\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-11-11 17:12</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Rivian&nbsp;shares&nbsp;rose&nbsp;more&nbsp;than&nbsp;8%&nbsp;in&nbsp;premarket&nbsp;as&nbsp;the&nbsp;stock&nbsp;jumped&nbsp;nearly&nbsp;30%&nbsp;in&nbsp;its&nbsp;debut.<img src=\"https://static.tigerbbs.com/0042964d25e0f3757ddd14f57aed6db6\" tg-width=\"898\" tg-height=\"625\" referrerpolicy=\"no-referrer\">Rivian shares closed at $100.73&nbsp;on&nbsp;last&nbsp;day, marking a nearly 30% jump from its offering price.</p>\n<p>That made Rivian the second most valuable U.S. automaker after Tesla Inc, which is worth $1.06 trillion. Despite just having started selling vehicles and having little revenue to report, Rivian ranked ahead of General Motors Co&nbsp;at $86.05 billion, Ford Motor Co&nbsp;at $77.37 billion, and Lucid Group&nbsp;at $65.96 billion.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RIVN":"Rivian Automotive, Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173011615","content_text":"Rivian shares rose more than 8% in premarket as the stock jumped nearly 30% in its debut.Rivian shares closed at $100.73 on last day, marking a nearly 30% jump from its offering price.\nThat made Rivian the second most valuable U.S. automaker after Tesla Inc, which is worth $1.06 trillion. Despite just having started selling vehicles and having little revenue to report, Rivian ranked ahead of General Motors Co at $86.05 billion, Ford Motor Co at $77.37 billion, and Lucid Group at $65.96 billion.","news_type":1},"isVote":1,"tweetType":1,"viewCount":2,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":859066641,"gmtCreate":1634640752217,"gmtModify":1634640779155,"author":{"id":"4091783136376870","authorId":"4091783136376870","name":"oklebs","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Forefront of innovation!","listText":"Forefront of innovation!","text":"Forefront of innovation!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/859066641","repostId":"1185133403","repostType":4,"repost":{"id":"1185133403","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":1634631070,"share":"https://www.laohu8.com/m/news/1185133403?lang=&edition=full","pubTime":"2021-10-19 16:11","market":"us","language":"en","title":"Alibaba rose nearly 2% in premarket trading as it unveils one of China’s most advanced chips","url":"https://stock-news.laohu8.com/highlight/detail?id=1185133403","media":"Tiger Newspress","summary":"Alibaba rose nearly 2% in premarket trading, and its stocks’ price in Hong Kong jumped 1.17% on Tuesday.The company unveiled a new server chip that’s based on advanced 5-nanometer technology, marking a milestone in China’s pursuit of semiconductor self-sufficiency.The newest chip is based on micro-architecture provided by the SoftBank Group Corp.-owned Arm Ltd., according to a statement Tuesday. Alibaba, which is holding its annual cloud summit in Hangzhou, said the silicon will be put to use in","content":"<p>Alibaba rose nearly 2% in premarket trading, and its stocks’ price in Hong Kong jumped 1.17% on Tuesday.</p>\n<p>&nbsp;<img src=\"https://static.tigerbbs.com/64d09abc429be4e1672683409ffa01e3\" tg-width=\"768\" tg-height=\"371\" width=\"100%\" height=\"auto\"></p>\n<p>The company unveiled a new server chip that’s based on advanced 5-nanometer technology, marking a milestone in China’s pursuit of semiconductor self-sufficiency.&nbsp;</p>\n<p>The newest chip is based on micro-architecture provided by the SoftBank Group Corp.-owned Arm Ltd., according to a statement Tuesday. Alibaba, which is holding its annual cloud summit in Hangzhou, said the silicon will be put to use in its own data centers in the “near future” and will not be sold commercially, at least for now.</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>Alibaba rose nearly 2% in premarket trading as it unveils one of China’s most advanced chips</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba rose nearly 2% in premarket trading as it unveils one of China’s most advanced chips\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-10-19 16:11</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Alibaba rose nearly 2% in premarket trading, and its stocks’ price in Hong Kong jumped 1.17% on Tuesday.</p>\n<p>&nbsp;<img src=\"https://static.tigerbbs.com/64d09abc429be4e1672683409ffa01e3\" tg-width=\"768\" tg-height=\"371\" width=\"100%\" height=\"auto\"></p>\n<p>The company unveiled a new server chip that’s based on advanced 5-nanometer technology, marking a milestone in China’s pursuit of semiconductor self-sufficiency.&nbsp;</p>\n<p>The newest chip is based on micro-architecture provided by the SoftBank Group Corp.-owned Arm Ltd., according to a statement Tuesday. Alibaba, which is holding its annual cloud summit in Hangzhou, said the silicon will be put to use in its own data centers in the “near future” and will not be sold commercially, at least for now.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-SW","BABA":"阿里巴巴"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185133403","content_text":"Alibaba rose nearly 2% in premarket trading, and its stocks’ price in Hong Kong jumped 1.17% on Tuesday.\n \nThe company unveiled a new server chip that’s based on advanced 5-nanometer technology, marking a milestone in China’s pursuit of semiconductor self-sufficiency. \nThe newest chip is based on micro-architecture provided by the SoftBank Group Corp.-owned Arm Ltd., according to a statement Tuesday. Alibaba, which is holding its annual cloud summit in Hangzhou, said the silicon will be put to use in its own data centers in the “near future” and will not be sold commercially, at least for now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":77,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605187336,"gmtCreate":1639130104604,"gmtModify":1639130104742,"author":{"id":"4091783136376870","authorId":"4091783136376870","name":"oklebs","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Overvalued","listText":"Overvalued","text":"Overvalued","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/605187336","repostId":"1133845166","repostType":2,"repost":{"id":"1133845166","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":1639130022,"share":"https://www.laohu8.com/m/news/1133845166?lang=&edition=full","pubTime":"2021-12-10 17:53","market":"us","language":"en","title":"Grab shares dropped another 2% in premarket trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1133845166","media":"Tiger Newspress","summary":"Grab shares dropped another 2% in premarket trading.The stock fell more than 9% yesterday.","content":"<p>Grab shares dropped another 2% in premarket trading.The stock fell more than 9% yesterday.</p>\n<p><img src=\"https://static.tigerbbs.com/c53085cee57f6060446a02aa58e6a691\" tg-width=\"843\" tg-height=\"619\" width=\"100%\" height=\"auto\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Grab shares dropped another 2% in premarket trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGrab shares dropped another 2% in premarket trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-12-10 17:53</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Grab shares dropped another 2% in premarket trading.The stock fell more than 9% yesterday.</p>\n<p><img src=\"https://static.tigerbbs.com/c53085cee57f6060446a02aa58e6a691\" tg-width=\"843\" tg-height=\"619\" width=\"100%\" height=\"auto\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GRAB":"Grab Holdings"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133845166","content_text":"Grab shares dropped another 2% in premarket trading.The stock fell more than 9% yesterday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":705,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":873937264,"gmtCreate":1636828509005,"gmtModify":1636828509185,"author":{"id":"4091783136376870","authorId":"4091783136376870","name":"oklebs","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"This guy seems to be messing around sometimes&nbsp;","listText":"This guy seems to be messing around sometimes&nbsp;","text":"This guy seems to be messing around sometimes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/873937264","repostId":"1151602326","repostType":4,"repost":{"id":"1151602326","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":1636767621,"share":"https://www.laohu8.com/m/news/1151602326?lang=&edition=full","pubTime":"2021-11-13 09:40","market":"us","language":"en","title":"Musk sold 1.2 million Tesla shares on November 12","url":"https://stock-news.laohu8.com/highlight/detail?id=1151602326","media":"Tiger Newspress","summary":"Musk sold 1.2 million Tesla shares at an average price of $1032.5 on November 12,according to SEC documents.At present, Musk still holds 166.3 million Tesla shares.So far, Musk has sold about 6.34 million Tesla shares since November 8. Previously, musk promised on Twitter to sell 10% of its Tesla shares, namely 17.05 million shares. At present, musk has sold only 37.1% of its promised shares, and needs to sell at least 10.7 million Tesla shares.","content":"<p>Musk sold 1.2 million Tesla shares at an average price of $1032.5 on November 12,according to SEC documents.At present, Musk still holds 166.3 million Tesla shares.</p>\n<p>So far, Musk has sold about 6.34 million Tesla shares since November 8. Previously, musk promised on Twitter to sell 10% of its Tesla shares, namely 17.05 million shares. At present, musk has sold only 37.1% of its promised shares, and needs to sell at least 10.7 million Tesla shares.</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>Musk sold 1.2 million Tesla shares on November 12</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMusk sold 1.2 million Tesla shares on November 12\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-11-13 09:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Musk sold 1.2 million Tesla shares at an average price of $1032.5 on November 12,according to SEC documents.At present, Musk still holds 166.3 million Tesla shares.</p>\n<p>So far, Musk has sold about 6.34 million Tesla shares since November 8. Previously, musk promised on Twitter to sell 10% of its Tesla shares, namely 17.05 million shares. At present, musk has sold only 37.1% of its promised shares, and needs to sell at least 10.7 million Tesla shares.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151602326","content_text":"Musk sold 1.2 million Tesla shares at an average price of $1032.5 on November 12,according to SEC documents.At present, Musk still holds 166.3 million Tesla shares.\nSo far, Musk has sold about 6.34 million Tesla shares since November 8. Previously, musk promised on Twitter to sell 10% of its Tesla shares, namely 17.05 million shares. At present, musk has sold only 37.1% of its promised shares, and needs to sell at least 10.7 million Tesla shares.","news_type":1},"isVote":1,"tweetType":1,"viewCount":165,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693145741,"gmtCreate":1639992193085,"gmtModify":1639992193255,"author":{"id":"4091783136376870","authorId":"4091783136376870","name":"oklebs","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"What happen","listText":"What happen","text":"What happen","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/693145741","repostId":"1152008216","repostType":4,"repost":{"id":"1152008216","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":1639991203,"share":"https://www.laohu8.com/m/news/1152008216?lang=&edition=full","pubTime":"2021-12-20 17:06","market":"us","language":"en","title":"EV stocks fell in premarket trading, with Tesla falling more than 2%.","url":"https://stock-news.laohu8.com/highlight/detail?id=1152008216","media":"Tiger Newspress","summary":"EV stocks fell in premarket trading, with Tesla falling more than 2%.\nLucid, Nio, Li Auto and XPeng ","content":"<p>EV stocks fell in premarket trading,&nbsp;with&nbsp;Tesla&nbsp;falling&nbsp;more&nbsp;than&nbsp;2%.</p>\n<p>Lucid,&nbsp;Nio,&nbsp;Li Auto and XPeng slid between 3% and 6%.<img src=\"https://static.tigerbbs.com/3570f7360ccafe4ece6a06cb3611efdf\" tg-width=\"709\" tg-height=\"587\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>EV stocks fell in premarket trading, with Tesla falling more than 2%.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nEV stocks fell in premarket trading, with Tesla falling more than 2%.\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-12-20 17:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>EV stocks fell in premarket trading,&nbsp;with&nbsp;Tesla&nbsp;falling&nbsp;more&nbsp;than&nbsp;2%.</p>\n<p>Lucid,&nbsp;Nio,&nbsp;Li Auto and XPeng slid between 3% and 6%.<img src=\"https://static.tigerbbs.com/3570f7360ccafe4ece6a06cb3611efdf\" tg-width=\"709\" tg-height=\"587\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","TSLA":"特斯拉","LI":"理想汽车","LCID":"Lucid Group Inc","XPEV":"小鹏汽车"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152008216","content_text":"EV stocks fell in premarket trading, with Tesla falling more than 2%.\nLucid, Nio, Li Auto and XPeng slid between 3% and 6%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":624,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693424609,"gmtCreate":1640067313035,"gmtModify":1640067406217,"author":{"id":"4091783136376870","authorId":"4091783136376870","name":"oklebs","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"GG","listText":"GG","text":"GG","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/693424609","repostId":"1181908837","repostType":4,"repost":{"id":"1181908837","pubTimestamp":1640063718,"share":"https://www.laohu8.com/m/news/1181908837?lang=&edition=full","pubTime":"2021-12-21 13:15","market":"us","language":"en","title":"Sea Limited: Beware The Illusions Of Growth","url":"https://stock-news.laohu8.com/highlight/detail?id=1181908837","media":"Seeking Alpha","summary":"Summary\n\nSea Limited has been one of the top sought-after pandemic plays. Both of its two engines - ","content":"<p>Summary</p>\n<ul>\n <li>Sea Limited has been one of the top sought-after pandemic plays. Both of its two engines - gaming and e-commerce - are key beneficiaries of the COVID-19 measures.</li>\n <li>The uniqueness of SE, the ability to leverage its cash cow gaming unit to grow new businesses, has seen investors flocking to it. But these dynamics have changed.</li>\n <li>The e-commerce unit's EBITDA is getting more negative by the quarter amid a shrinking GMV per order trend.</li>\n <li>The profit from Garena is already unable to cover the losses from the other units in the past quarters. If Garena falters, the ability to \"subsidize\" the e-commerce and fintech arms would diminish further.</li>\n <li>Analysts are projecting a persistent revenue growth slowdown in the coming quarters and years.</li>\n</ul>\n<p>Investment thesis</p>\n<p>Sea Limited(NYSE:SE)has been one of the top sought-after pandemic plays. Both of its two engines - gaming and e-commerce - are key beneficiaries of the COVID-19 measures such as study/work-from-home. SE stock was already a solid performer pre-COVID, with gains surpassing that of its Chinese peer, Tencent Holdings (OTCPK:TCEHY) (OTCPK:TCTZF), and Latin American peer, MercadoLibre Inc. (MELI).</p>\n<p>Over the past three years, Sea Ltd. has seen its share price soar more than 3000 percent. After recent declines, SE stock is still up over 17 times from late December 2018. In the same period MELI stock is up 2.8 times while TCEHY stock is up only 47 percent.</p>\n<p>Strictly speaking, Sea Limited doesn't have an equivalent among the large internet companies. Its gaming business is highly profitable, enabling it to fund its heavily loss-making e-commerce and fintech units. MercadoLibre hosts the largest online commerce and payments ecosystem in Latin America and it doesn't count gaming as a core business.</p>\n<p>Tencent is big in gaming and fintech but its e-commerce ambitions are mostly manifested through its investments in related companies. Alibaba Group Holding (BABA) is huge in e-commerce and fintech but gaming is not a meaningful division on its own.</p>\n<p>Sea Limited's peers in Southeast Asia are also having different backgrounds. Grab Holdings Limited (GRAB) started as a ride-hailing platform and subsequently branched into fintech and on-demand delivery including groceries. Indonesia's GoTo Group (GOTO) is formed from the merger of the two largest startups in the country - ride-hailing giant Gojek and e-commerce company Tokopedia.</p>\n<p>Thus, the uniqueness of Sea Limited, particularly the ability to leverage its cash cow gaming unit to grow new businesses, has seen investors flocking to this tech firm halfway around the globe from the U.S. However, the growth at its gaming unit, Garena, which the company categorizes as Digital Entertainment, registered a dramatic slowdown in the third quarter of 2021.</p>\n<p>Although the gross orders and GMV metrics are still showing healthy growth, the e-commerce unit's EBITDA is getting more negative by the quarter. The total adjusted EBITDA for Sea Limited has flipped to negative this year. In other words, the profitable gaming business is no longer able to offset the escalating losses from the e-commerce and digital financial services divisions.</p>\n<p>At the same time, share-based compensation continues to rise steadily. Competition in the region is also heating up, with GRAB coming to public view following its merger with a SPAC, and GoTo Group eager to show solid growth figures in the&nbsp;prelude&nbsp;to its IPO.</p>\n<p>Hence, while I'm late to the warning party, with the SE stock down 42 percent from its recent peak, the steepest fall since it became publicly traded, I believe there could be further downside over the months ahead.</p>\n<p>Thus, the motivation of this article is to delve deeper into the seemingly incomplete picture provided by the results presentations to understand the health of Sea Limited's e-commerce business. I will also highlight the ballooning losses as the divisions named E-Commerce and Digital Financial Services scale up.</p>\n<p>GMV growth tells only a partial (and possibly erroneous) story</p>\n<p>Sea Limited's e-commerce arm, Shopee, has successfully increased its gross orders from 0.6 billion in 2Q 2020 to 1.7 billion in 3Q 2021, nearly tripling during the interval. Shopee's gross merchandise value (GMV) more than doubled from US$8.0 billion in 2Q 2020 to US$16.8 billion in 3Q 2021.<img src=\"https://static.tigerbbs.com/c762afa3d2ab4131c56afe6ee34fdb07\" tg-width=\"652\" tg-height=\"328\" width=\"100%\" height=\"auto\">While the growth figures look all fantastic, we need to understand the gross order numbers have been increasing at a faster pace than the GMV. In other words, the value per transaction has been declining steadily. The GMV per gross order has fallen from $13.3 in Q3 2020 to $9.9 in Q3 2021. I estimated this to reduce further to around $9.3 for the final quarter of 2021 if the trend continues.<img src=\"https://static.tigerbbs.com/aac28723c01b836c9673b49744926e09\" tg-width=\"652\" tg-height=\"391\" width=\"100%\" height=\"auto\">A smaller value per order may help Shopee gain from transaction-based fees. However, it's hard to see how the rising prevalence of lower value items helps with monetizing value-added services and advertising revenue over the long run.</p>\n<p>For now, Shopee is still reporting healthy monetization, with GAAP revenue as a percentage of total GMV rising to 8.6 percent from 6.7 percent in the third quarter of 2020. GAAP e-commerce revenue grew 134 percent from last year to reach $1.5 billion.</p>\n<p>To reverse the shrinking GMV per order trend, Shopee would need to sell larger ticket items like luxury products. Shopee recognizes this and it launched Shopee Premium, a delicate section on Shopee for select brand partners in the luxury segment, a year ago.</p>\n<p>It remains to be seen if Shopee can improve the user experience sufficiently to entice users to shop luxury items on its app. In its present form, based on my experience and the feedback I gathered from friends, navigation on the Shopee app can be frustrating at times and the product information page leaves much to be desired.</p>\n<p>Nonetheless, we are flocking to Shopee for the great bargains offered on the platform. There are plenty of deeply discounted items during \"flash sales\" periods, which have become increasingly prevalent. Would users return to Shopee when it stops being aggressive on promotions and if competing platforms turn on their respective campaigns?</p>\n<p>Unless the luxury products are heavily discounted, I question why users would buy on Shopee otherwise, at least based on the current interface. Then again, luxury brands wouldn't want to sully their image with steep offers on Shopee, or Shopee Premium, for that matter.</p>\n<p>A lower GMV per transaction would also imply that Shopee's operating cost could be rising, considering the larger bandwidth and processing efforts required in handling the growing orders.</p>\n<p>Losses keep ballooning, share-based compensation keeps rising</p>\n<p>GAAP e-commerce revenue growth is healthy and even outpacing the GMV growth. That means Sea Limited's Shopee is increasing its monetization. However, is all well and good?</p>\n<p>Sea Limited's total revenues have risen rapidly over the past years, but so have its losses. Just looking at the cost of revenues and total operating expenses, these have soared, growing exponentially in recent years. If we just obsess with growing sales at all costs, then we can ignore the escalating losses.</p>\n<p><img src=\"https://static.tigerbbs.com/7ef17a9a9a279c55673ba39f1dd74577\" tg-width=\"625\" tg-height=\"418\" width=\"100%\" height=\"auto\">However, can shareholders be comfortable with the skyrocketing losses over another few years? Sea Limited looks set to end 2021 with a larger loss than last year, which already saw a substantially higher loss than 2019. One major driver of this is the inability of the Digital Entertainment division to offset the losses from the other two core business units - E-Commerce and Digital Financial Services. This resulted in the total adjusted EBITDA sinking to a negative $165.5 million in the third quarter of 2021 compared to a $120.4 billion gain in the same period last year.</p>\n<p><img src=\"https://static.tigerbbs.com/7613c5f9692fd8549e9da2f931ab3a68\" tg-width=\"613\" tg-height=\"509\" width=\"100%\" height=\"auto\">We often hear the bear case saying that if these pandemic beneficiaries cannot turn their economies of scale into profitability with this massive tailwind, when will they ever? Despite ever-rising revenues, Sea Ltd. has been posting a downtrend in its operating income and net income. Sea Ltd.'s net income reached a staggering $1.95 billion on a trailing twelve-month basis as of the third quarter of 2021.</p>\n<p>The bull camp can defend Sea Limited saying it is still investing in user growth and new businesses. That's fair. However, are shareholders aware that Wall Street analysts have projected a significant slowdown in Sea Ltd.'s revenue growth? On a consensus basis, its Q4 2021 revenue would slow further to 93.5 percent and the subsequent quarters will continue the deceleration to post 16.1 percent year-on-year growth by the fourth quarter of 2023.</p>\n<p><img src=\"https://static.tigerbbs.com/547ca89e5de6c8d087dfbd50dd92c0d7\" tg-width=\"593\" tg-height=\"371\" width=\"100%\" height=\"auto\">Looking further out, Sea Limited's revenue growth on a year-on-year basis is estimated to shrink from 114.6 percent in 2021 to 50.1 percent next year and a mere 8.8 percent by the end of 2025.<img src=\"https://static.tigerbbs.com/61d4ffb56269c34a8a17dfcd097375cc\" tg-width=\"612\" tg-height=\"249\" width=\"100%\" height=\"auto\">The bulls could argue that Sea Limited has a strong track record of surpassing the consensus revenue estimates. In the 16 quarters of posting earnings as a public company, it has only one miss (Q1 2021) and that was a very minor one. This suggests that analysts have been conservative in their forecasts on Sea Limited and there is room for upward adjustments in the coming quarters.<img src=\"https://static.tigerbbs.com/77fd8b53015b510bb1e02139cd50a625\" tg-width=\"615\" tg-height=\"325\" width=\"100%\" height=\"auto\">However, if Sea Limited maintains its breakneck revenue growth while its profitability doesn't improve to a positive in the coming years, analysts and shareholders would be hard-pressed to find a convincing reason to keep their faith in the company. According to the consensus estimates, Sea Limited wouldn't see a positive profit before 2024.<img src=\"https://static.tigerbbs.com/f88fc46a02603196127dcef0701f4529\" tg-width=\"620\" tg-height=\"186\" width=\"100%\" height=\"auto\">The projection showing an improving EPS trend is comforting. However, in contrast with its revenue beats, Sea Limited has long been challenged in meeting analysts' expectations of its earnings. Except for one lone quarter, Sea Limited has delivered negative surprises for all its reported quarterly EPS. In the last reported quarter, Sea Limited missed by a whopping 37.4 percent.</p>\n<p>The largest-ever miss was in March 2020 where the reported EPS was 78.9 percent lower than the consensus. This meant that the above analyst estimates for its EPS could be optimistic and Sea Limited may not see a positive profit even in 2024 or 2025.</p>\n<p><img src=\"https://static.tigerbbs.com/373d1efa57c3058f0cb2d6628368087f\" tg-width=\"627\" tg-height=\"322\" width=\"100%\" height=\"auto\">Hedgeye recently named Sea Limited as its&nbsp;best idea short. The research firm called Sea Limited's flagship game Garena Free Fire a \"one-hit wonder whose performance has peaked.\" The profit from Garena is already unable to cover the losses from the other units in the past quarters. If Garena falters, the ability to 'subsidize' the e-commerce and fintech arms would diminish further. Constraining the freewheeling 'spending' for the latter two units may result in slower growth that reverses the bull camp's thesis.</p>\n<p>Never mind the widening losses, shareholders can wait, the management might have reasoned. Meanwhile, Sea Limited remains generous with its share-based compensation [SBC]. The SBC is projected to rise to $133.4 million for the final quarter of 2021. This is a sharp rise from the mere $34.9 million given out in 2019 4Q.</p>\n<p><img src=\"https://static.tigerbbs.com/de99388fbd2c5d34db0aa558e6665dbe\" tg-width=\"633\" tg-height=\"416\" width=\"100%\" height=\"auto\">It may be worthwhile to note that the outstanding shares count of Sea Limited has doubled from 2017. In September, the company&nbsp;made&nbsp;a direct public offering of 11 million American Depositary Shares and 0.25 percent convertible senior unsecured notes with an aggregate principal of US$2.5 billion.</p>\n<p>Sea Limited said then that it planned \"to use the net proceeds from the Offerings for business expansion and other general corporate purposes, including potential strategic investments and acquisitions.\" Could its international expansion endeavors support Sea Limited in perpetuating its high-growth story? At the expense of escalating costs amid a reckoning of pandemic stocks?</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Sea Limited: Beware The Illusions Of Growth</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSea Limited: Beware The Illusions Of Growth\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-21 13:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4475916-sea-limited-se-stock-beware-growth-illusions><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nSea Limited has been one of the top sought-after pandemic plays. Both of its two engines - gaming and e-commerce - are key beneficiaries of the COVID-19 measures.\nThe uniqueness of SE, the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4475916-sea-limited-se-stock-beware-growth-illusions\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"https://seekingalpha.com/article/4475916-sea-limited-se-stock-beware-growth-illusions","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181908837","content_text":"Summary\n\nSea Limited has been one of the top sought-after pandemic plays. Both of its two engines - gaming and e-commerce - are key beneficiaries of the COVID-19 measures.\nThe uniqueness of SE, the ability to leverage its cash cow gaming unit to grow new businesses, has seen investors flocking to it. But these dynamics have changed.\nThe e-commerce unit's EBITDA is getting more negative by the quarter amid a shrinking GMV per order trend.\nThe profit from Garena is already unable to cover the losses from the other units in the past quarters. If Garena falters, the ability to \"subsidize\" the e-commerce and fintech arms would diminish further.\nAnalysts are projecting a persistent revenue growth slowdown in the coming quarters and years.\n\nInvestment thesis\nSea Limited(NYSE:SE)has been one of the top sought-after pandemic plays. Both of its two engines - gaming and e-commerce - are key beneficiaries of the COVID-19 measures such as study/work-from-home. SE stock was already a solid performer pre-COVID, with gains surpassing that of its Chinese peer, Tencent Holdings (OTCPK:TCEHY) (OTCPK:TCTZF), and Latin American peer, MercadoLibre Inc. (MELI).\nOver the past three years, Sea Ltd. has seen its share price soar more than 3000 percent. After recent declines, SE stock is still up over 17 times from late December 2018. In the same period MELI stock is up 2.8 times while TCEHY stock is up only 47 percent.\nStrictly speaking, Sea Limited doesn't have an equivalent among the large internet companies. Its gaming business is highly profitable, enabling it to fund its heavily loss-making e-commerce and fintech units. MercadoLibre hosts the largest online commerce and payments ecosystem in Latin America and it doesn't count gaming as a core business.\nTencent is big in gaming and fintech but its e-commerce ambitions are mostly manifested through its investments in related companies. Alibaba Group Holding (BABA) is huge in e-commerce and fintech but gaming is not a meaningful division on its own.\nSea Limited's peers in Southeast Asia are also having different backgrounds. Grab Holdings Limited (GRAB) started as a ride-hailing platform and subsequently branched into fintech and on-demand delivery including groceries. Indonesia's GoTo Group (GOTO) is formed from the merger of the two largest startups in the country - ride-hailing giant Gojek and e-commerce company Tokopedia.\nThus, the uniqueness of Sea Limited, particularly the ability to leverage its cash cow gaming unit to grow new businesses, has seen investors flocking to this tech firm halfway around the globe from the U.S. However, the growth at its gaming unit, Garena, which the company categorizes as Digital Entertainment, registered a dramatic slowdown in the third quarter of 2021.\nAlthough the gross orders and GMV metrics are still showing healthy growth, the e-commerce unit's EBITDA is getting more negative by the quarter. The total adjusted EBITDA for Sea Limited has flipped to negative this year. In other words, the profitable gaming business is no longer able to offset the escalating losses from the e-commerce and digital financial services divisions.\nAt the same time, share-based compensation continues to rise steadily. Competition in the region is also heating up, with GRAB coming to public view following its merger with a SPAC, and GoTo Group eager to show solid growth figures in the prelude to its IPO.\nHence, while I'm late to the warning party, with the SE stock down 42 percent from its recent peak, the steepest fall since it became publicly traded, I believe there could be further downside over the months ahead.\nThus, the motivation of this article is to delve deeper into the seemingly incomplete picture provided by the results presentations to understand the health of Sea Limited's e-commerce business. I will also highlight the ballooning losses as the divisions named E-Commerce and Digital Financial Services scale up.\nGMV growth tells only a partial (and possibly erroneous) story\nSea Limited's e-commerce arm, Shopee, has successfully increased its gross orders from 0.6 billion in 2Q 2020 to 1.7 billion in 3Q 2021, nearly tripling during the interval. Shopee's gross merchandise value (GMV) more than doubled from US$8.0 billion in 2Q 2020 to US$16.8 billion in 3Q 2021.While the growth figures look all fantastic, we need to understand the gross order numbers have been increasing at a faster pace than the GMV. In other words, the value per transaction has been declining steadily. The GMV per gross order has fallen from $13.3 in Q3 2020 to $9.9 in Q3 2021. I estimated this to reduce further to around $9.3 for the final quarter of 2021 if the trend continues.A smaller value per order may help Shopee gain from transaction-based fees. However, it's hard to see how the rising prevalence of lower value items helps with monetizing value-added services and advertising revenue over the long run.\nFor now, Shopee is still reporting healthy monetization, with GAAP revenue as a percentage of total GMV rising to 8.6 percent from 6.7 percent in the third quarter of 2020. GAAP e-commerce revenue grew 134 percent from last year to reach $1.5 billion.\nTo reverse the shrinking GMV per order trend, Shopee would need to sell larger ticket items like luxury products. Shopee recognizes this and it launched Shopee Premium, a delicate section on Shopee for select brand partners in the luxury segment, a year ago.\nIt remains to be seen if Shopee can improve the user experience sufficiently to entice users to shop luxury items on its app. In its present form, based on my experience and the feedback I gathered from friends, navigation on the Shopee app can be frustrating at times and the product information page leaves much to be desired.\nNonetheless, we are flocking to Shopee for the great bargains offered on the platform. There are plenty of deeply discounted items during \"flash sales\" periods, which have become increasingly prevalent. Would users return to Shopee when it stops being aggressive on promotions and if competing platforms turn on their respective campaigns?\nUnless the luxury products are heavily discounted, I question why users would buy on Shopee otherwise, at least based on the current interface. Then again, luxury brands wouldn't want to sully their image with steep offers on Shopee, or Shopee Premium, for that matter.\nA lower GMV per transaction would also imply that Shopee's operating cost could be rising, considering the larger bandwidth and processing efforts required in handling the growing orders.\nLosses keep ballooning, share-based compensation keeps rising\nGAAP e-commerce revenue growth is healthy and even outpacing the GMV growth. That means Sea Limited's Shopee is increasing its monetization. However, is all well and good?\nSea Limited's total revenues have risen rapidly over the past years, but so have its losses. Just looking at the cost of revenues and total operating expenses, these have soared, growing exponentially in recent years. If we just obsess with growing sales at all costs, then we can ignore the escalating losses.\nHowever, can shareholders be comfortable with the skyrocketing losses over another few years? Sea Limited looks set to end 2021 with a larger loss than last year, which already saw a substantially higher loss than 2019. One major driver of this is the inability of the Digital Entertainment division to offset the losses from the other two core business units - E-Commerce and Digital Financial Services. This resulted in the total adjusted EBITDA sinking to a negative $165.5 million in the third quarter of 2021 compared to a $120.4 billion gain in the same period last year.\nWe often hear the bear case saying that if these pandemic beneficiaries cannot turn their economies of scale into profitability with this massive tailwind, when will they ever? Despite ever-rising revenues, Sea Ltd. has been posting a downtrend in its operating income and net income. Sea Ltd.'s net income reached a staggering $1.95 billion on a trailing twelve-month basis as of the third quarter of 2021.\nThe bull camp can defend Sea Limited saying it is still investing in user growth and new businesses. That's fair. However, are shareholders aware that Wall Street analysts have projected a significant slowdown in Sea Ltd.'s revenue growth? On a consensus basis, its Q4 2021 revenue would slow further to 93.5 percent and the subsequent quarters will continue the deceleration to post 16.1 percent year-on-year growth by the fourth quarter of 2023.\nLooking further out, Sea Limited's revenue growth on a year-on-year basis is estimated to shrink from 114.6 percent in 2021 to 50.1 percent next year and a mere 8.8 percent by the end of 2025.The bulls could argue that Sea Limited has a strong track record of surpassing the consensus revenue estimates. In the 16 quarters of posting earnings as a public company, it has only one miss (Q1 2021) and that was a very minor one. This suggests that analysts have been conservative in their forecasts on Sea Limited and there is room for upward adjustments in the coming quarters.However, if Sea Limited maintains its breakneck revenue growth while its profitability doesn't improve to a positive in the coming years, analysts and shareholders would be hard-pressed to find a convincing reason to keep their faith in the company. According to the consensus estimates, Sea Limited wouldn't see a positive profit before 2024.The projection showing an improving EPS trend is comforting. However, in contrast with its revenue beats, Sea Limited has long been challenged in meeting analysts' expectations of its earnings. Except for one lone quarter, Sea Limited has delivered negative surprises for all its reported quarterly EPS. In the last reported quarter, Sea Limited missed by a whopping 37.4 percent.\nThe largest-ever miss was in March 2020 where the reported EPS was 78.9 percent lower than the consensus. This meant that the above analyst estimates for its EPS could be optimistic and Sea Limited may not see a positive profit even in 2024 or 2025.\nHedgeye recently named Sea Limited as its best idea short. The research firm called Sea Limited's flagship game Garena Free Fire a \"one-hit wonder whose performance has peaked.\" The profit from Garena is already unable to cover the losses from the other units in the past quarters. If Garena falters, the ability to 'subsidize' the e-commerce and fintech arms would diminish further. Constraining the freewheeling 'spending' for the latter two units may result in slower growth that reverses the bull camp's thesis.\nNever mind the widening losses, shareholders can wait, the management might have reasoned. Meanwhile, Sea Limited remains generous with its share-based compensation [SBC]. The SBC is projected to rise to $133.4 million for the final quarter of 2021. This is a sharp rise from the mere $34.9 million given out in 2019 4Q.\nIt may be worthwhile to note that the outstanding shares count of Sea Limited has doubled from 2017. In September, the company made a direct public offering of 11 million American Depositary Shares and 0.25 percent convertible senior unsecured notes with an aggregate principal of US$2.5 billion.\nSea Limited said then that it planned \"to use the net proceeds from the Offerings for business expansion and other general corporate purposes, including potential strategic investments and acquisitions.\" Could its international expansion endeavors support Sea Limited in perpetuating its high-growth story? At the expense of escalating costs amid a reckoning of pandemic stocks?","news_type":1},"isVote":1,"tweetType":1,"viewCount":489,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693354016,"gmtCreate":1639975831639,"gmtModify":1639975833734,"author":{"id":"4091783136376870","authorId":"4091783136376870","name":"oklebs","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Let’s go!!!","listText":"Let’s go!!!","text":"Let’s go!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/693354016","repostId":"1170599515","repostType":2,"repost":{"id":"1170599515","pubTimestamp":1639872378,"share":"https://www.laohu8.com/m/news/1170599515?lang=&edition=full","pubTime":"2021-12-19 08:06","market":"us","language":"en","title":"Nio unveils new model and talks power at Nio Day event","url":"https://stock-news.laohu8.com/highlight/detail?id=1170599515","media":"Seeking Alpha","summary":"$Nio $ unveiled its the ET5 mid-size smart electric sedan at Nio Day 2021 today. The vehicle is the fifth mass-produced model from the Chinese electric vehicle maker.The automaker says the ET5 draws on the fluid silhouette of ET7 and \"seamlessly integrates high-performance autonomous driving sensors into its pure yet progressive body lines.\". The ET5 features the latest NIO Autonomous Driving and is said to be set to gradually achieve a safe and reassuring autonomous driving experience in scenar","content":"<p><a href=\"https://laohu8.com/S/NIO\">Nio </a> unveiled its the ET5 mid-size smart electric sedan at Nio Day 2021 today. The vehicle is the fifth mass-produced model from the Chinese electric vehicle maker.</p>\n<p>The automaker says the ET5 draws on the fluid silhouette of ET7 and \"seamlessly integrates high-performance autonomous driving sensors into its pure yet progressive body lines.\"</p>\n<p>Customers can buy the ET5 with battery pack for 328,000 yuan ($51,450) for the version with 75kWh battery pack and 386,000 yuan ($60,550) for the 100kWh version. Those prices are before subsidies.</p>\n<p>The ET5 features the latest NIO Autonomous Driving and is said to be set to gradually achieve a safe and reassuring autonomous driving experience in scenarios such as highways, urban areas, parking and battery swapping.</p>\n<p>Other highlights from Nio's (NIO) event included updates on the ET7. The company also talked up its power and battery charging initiatives. Nio (NIO) said it has now deployed 3,348 destination chargers and 3,136 super chargers across China. Home chargers have been installed for 94K users.</p>\n<p>Watch Nio (NIO) for a bounce on Monday if the event creates buzz. Nio is already one of the most discussed stocks on StockTwits and Reddit's WallStreetBets. See all the stocks on watch next week for some share price volatility.</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>Nio unveils new model and talks power at Nio Day event</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNio unveils new model and talks power at Nio Day event\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-19 08:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3781485-nio-unveils-new-model-and-talks-power-at-nio-day-event><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nio  unveiled its the ET5 mid-size smart electric sedan at Nio Day 2021 today. The vehicle is the fifth mass-produced model from the Chinese electric vehicle maker.\nThe automaker says the ET5 draws on...</p>\n\n<a href=\"https://seekingalpha.com/news/3781485-nio-unveils-new-model-and-talks-power-at-nio-day-event\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://seekingalpha.com/news/3781485-nio-unveils-new-model-and-talks-power-at-nio-day-event","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170599515","content_text":"Nio  unveiled its the ET5 mid-size smart electric sedan at Nio Day 2021 today. The vehicle is the fifth mass-produced model from the Chinese electric vehicle maker.\nThe automaker says the ET5 draws on the fluid silhouette of ET7 and \"seamlessly integrates high-performance autonomous driving sensors into its pure yet progressive body lines.\"\nCustomers can buy the ET5 with battery pack for 328,000 yuan ($51,450) for the version with 75kWh battery pack and 386,000 yuan ($60,550) for the 100kWh version. Those prices are before subsidies.\nThe ET5 features the latest NIO Autonomous Driving and is said to be set to gradually achieve a safe and reassuring autonomous driving experience in scenarios such as highways, urban areas, parking and battery swapping.\nOther highlights from Nio's (NIO) event included updates on the ET7. The company also talked up its power and battery charging initiatives. Nio (NIO) said it has now deployed 3,348 destination chargers and 3,136 super chargers across China. Home chargers have been installed for 94K users.\nWatch Nio (NIO) for a bounce on Monday if the event creates buzz. Nio is already one of the most discussed stocks on StockTwits and Reddit's WallStreetBets. See all the stocks on watch next week for some share price volatility.","news_type":1},"isVote":1,"tweetType":1,"viewCount":415,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605313633,"gmtCreate":1639111748545,"gmtModify":1639112851276,"author":{"id":"4091783136376870","authorId":"4091783136376870","name":"oklebs","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"That’s what they always say. Even in the lows of 2020 when Covid hit the hardest, they would say a bear market is upon us. But turned out it wasn’t really the case","listText":"That’s what they always say. Even in the lows of 2020 when Covid hit the hardest, they would say a bear market is upon us. But turned out it wasn’t really the case","text":"That’s what they always say. Even in the lows of 2020 when Covid hit the hardest, they would say a bear market is upon us. But turned out it wasn’t really the case","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605313633","repostId":"1173696854","repostType":2,"repost":{"id":"1173696854","pubTimestamp":1639100666,"share":"https://www.laohu8.com/m/news/1173696854?lang=&edition=full","pubTime":"2021-12-10 09:44","market":"us","language":"en","title":"The next recession: Here’s when the ‘everything bubble’ will burst","url":"https://stock-news.laohu8.com/highlight/detail?id=1173696854","media":"Fortune","summary":"In October 20XX. That’s not a typo. To reach the best guesstimate of when the next recession will be","content":"<p>In October 20XX. That’s not a typo. To reach the best guesstimate of when the next recession will begin, we need to understand how the Federal Reserve creates unsustainable booms and why the next bust may be just around the corner.</p>\n<p>A caveat is in order. As physicist Niels Bohr exclaimed, “Prediction is very difficult, especially if it’s about the future.” Nevertheless, I will weigh in fearlessly with my 10 cents. The Fed’s inflationary policies have increased my two cents fivefold. Maybe the next cryptocurrency is on the horizon: My 10 Cents.</p>\n<p>If a dog can have a crypto, why can’t a retired finance professor who&nbsp;warned the public&nbsp;that prices were about to accelerate due to the Fed’s inflationary policies in the spring of 1976 have one?</p>\n<p>Consumerprices rose5.7% in 1976, 6.5% in 1977, 7.6% in 1978, 11.3% in 1979 and 13.5% in 1980. Talk about being right on the money!</p>\n<p>As inflation was galloping throughout his presidency, then President Jimmy Carter appointed Paul Volcker, a former banker and U.S. Treasury official, in 1979 to halt the multiyear price spiral. Volcker succeeded spectacularly. Consumer prices rose 10.3% in 1981, revealing how inflation momentum can continue for a while before the Fed’s tight money policies slay the inflation dragon. In 1982, prices rose 6.1%, 3.2% in 1983, and (miracle of miracles) only 1.9% in 1986, a year before Volcker stepped down as Fed chairman and was replaced by Alan Greenspan.</p>\n<p>To accomplish what was considered at the time improbable due to high inflation expectations, the Volcker-led Fed&nbsp;raised the Fed Funds Rate–the rate banks borrow from each other for overnight loans–to 22% by December 1980. The cost of Volcker’s tight monetary policies necessary to halt the dollar’s slide was back-to-back recessions: a short downturn 1980 and then another one, 1981-1982. A case can be made that one long recession occurred that in effect lasted three years, from January 1980 to November 1982.</p>\n<p><b>Pinpointing the moment</b></p>\n<p>One of the best leading indicators of a cyclical downturn is the unemployment rate, which reached a cyclical bottom in May 1979 (5.6%) several months before the 1980 recession and didn’t peak until November 1982 (10.8%). The unemployment rate declined until the next upturn in layoffs began to accelerate in 1990.</p>\n<p>Currently,<b>the unemployment rate</b>&nbsp;has been declining from the lockdown peak of early 2020 and has reached levels that historically have signaled the beginning of the end of a cyclical boom. Lockdowns have undoubtedly distorted the unemployment rate, but the&nbsp;historical pattern&nbsp;reveals that when the unemployment rate nears three percent and then turns up, a recession will soon begin.</p>\n<p><img src=\"https://static.tigerbbs.com/746377b702eacfdfaa019222f8161b85\" tg-width=\"705\" tg-height=\"272\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><b>The yield curve</b>&nbsp;is one of the most widely followed financial indicators that portend a recession usually within a year. The yield curve reveals the relationship between short-term and long-term interest rates. Typically, the yield curve is upward sloping, like today, when short-term rates are below long-term rates, reflecting a substantial amount of liquidity in the financial markets.</p>\n<p>When the Fed becomes concerned that the economy is “overheating,” it tends to raise the Fed Funds Rate to cool down price inflation, which occurred prior to the bursting of both the 2000 dotcom bubble and the 2007 housing bubble. The yield curve was&nbsp;virtually inverted&nbsp;at the end of 2019, suggesting that a recession would begin sometime in 2020. However, the lockdowns in response to COVID-19 caused an economic downturn in early 2020, not a typical cyclical recession.</p>\n<p>Now the economy is in another cyclical upswing because the Federal Reservein&nbsp;jected $4 trillion&nbsp;of liquidity to “simulate” the economy. At the most recent meeting of the Federal Open Market Committee (FOMC), it was decided to reduce monthly purchases from $120 billion to $105 billion. In other words, the Fed will continue to have its foot on the monetary pedal even as the inflation rate recently topped 6% year over year. In the past accelerating inflation would set off alarm bells at the Fed to raise interest rates to dampen inflationary pressure and expectations. Currently, the thinking at the Fed is that price inflation is “transitory” and therefore monetary policy does not have to be tightened.</p>\n<p>My fearless forecast, therefore, is: Inflation accelerates in 2022. Then, the public outcry over skyrocketing prices and the media reports highlighting how prices are decimating the average family’s purchasing power may cause the Biden administration to impose wage-price controls as President Nixon did in 1971 to take the sting out of inflation before his 1972 reelection campaign. Biden could use an executive order if Congress doesn’t give him statutory authority to impose price controls.</p>\n<p>Without price controls, I expect the Fed to raise the Fed Funds Rate, sometime in 2022 and to continue tightening in 2023. Thus, the next recession could begin in the fall of 2023, but no later than a year later. If the recession does not begin on schedule, it only means it has been postponed, not eliminated.</p>","source":"lsy1612507957220","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>The next recession: Here’s when the ‘everything bubble’ will burst</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe next recession: Here’s when the ‘everything bubble’ will burst\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-10 09:44 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/next-recession-everything-bubble-burst-120100109.html><strong>Fortune</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In October 20XX. That’s not a typo. To reach the best guesstimate of when the next recession will begin, we need to understand how the Federal Reserve creates unsustainable booms and why the next bust...</p>\n\n<a href=\"https://finance.yahoo.com/news/next-recession-everything-bubble-burst-120100109.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://finance.yahoo.com/news/next-recession-everything-bubble-burst-120100109.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173696854","content_text":"In October 20XX. That’s not a typo. To reach the best guesstimate of when the next recession will begin, we need to understand how the Federal Reserve creates unsustainable booms and why the next bust may be just around the corner.\nA caveat is in order. As physicist Niels Bohr exclaimed, “Prediction is very difficult, especially if it’s about the future.” Nevertheless, I will weigh in fearlessly with my 10 cents. The Fed’s inflationary policies have increased my two cents fivefold. Maybe the next cryptocurrency is on the horizon: My 10 Cents.\nIf a dog can have a crypto, why can’t a retired finance professor who warned the public that prices were about to accelerate due to the Fed’s inflationary policies in the spring of 1976 have one?\nConsumerprices rose5.7% in 1976, 6.5% in 1977, 7.6% in 1978, 11.3% in 1979 and 13.5% in 1980. Talk about being right on the money!\nAs inflation was galloping throughout his presidency, then President Jimmy Carter appointed Paul Volcker, a former banker and U.S. Treasury official, in 1979 to halt the multiyear price spiral. Volcker succeeded spectacularly. Consumer prices rose 10.3% in 1981, revealing how inflation momentum can continue for a while before the Fed’s tight money policies slay the inflation dragon. In 1982, prices rose 6.1%, 3.2% in 1983, and (miracle of miracles) only 1.9% in 1986, a year before Volcker stepped down as Fed chairman and was replaced by Alan Greenspan.\nTo accomplish what was considered at the time improbable due to high inflation expectations, the Volcker-led Fed raised the Fed Funds Rate–the rate banks borrow from each other for overnight loans–to 22% by December 1980. The cost of Volcker’s tight monetary policies necessary to halt the dollar’s slide was back-to-back recessions: a short downturn 1980 and then another one, 1981-1982. A case can be made that one long recession occurred that in effect lasted three years, from January 1980 to November 1982.\nPinpointing the moment\nOne of the best leading indicators of a cyclical downturn is the unemployment rate, which reached a cyclical bottom in May 1979 (5.6%) several months before the 1980 recession and didn’t peak until November 1982 (10.8%). The unemployment rate declined until the next upturn in layoffs began to accelerate in 1990.\nCurrently,the unemployment rate has been declining from the lockdown peak of early 2020 and has reached levels that historically have signaled the beginning of the end of a cyclical boom. Lockdowns have undoubtedly distorted the unemployment rate, but the historical pattern reveals that when the unemployment rate nears three percent and then turns up, a recession will soon begin.\n\nThe yield curve is one of the most widely followed financial indicators that portend a recession usually within a year. The yield curve reveals the relationship between short-term and long-term interest rates. Typically, the yield curve is upward sloping, like today, when short-term rates are below long-term rates, reflecting a substantial amount of liquidity in the financial markets.\nWhen the Fed becomes concerned that the economy is “overheating,” it tends to raise the Fed Funds Rate to cool down price inflation, which occurred prior to the bursting of both the 2000 dotcom bubble and the 2007 housing bubble. The yield curve was virtually inverted at the end of 2019, suggesting that a recession would begin sometime in 2020. However, the lockdowns in response to COVID-19 caused an economic downturn in early 2020, not a typical cyclical recession.\nNow the economy is in another cyclical upswing because the Federal Reservein jected $4 trillion of liquidity to “simulate” the economy. At the most recent meeting of the Federal Open Market Committee (FOMC), it was decided to reduce monthly purchases from $120 billion to $105 billion. In other words, the Fed will continue to have its foot on the monetary pedal even as the inflation rate recently topped 6% year over year. In the past accelerating inflation would set off alarm bells at the Fed to raise interest rates to dampen inflationary pressure and expectations. Currently, the thinking at the Fed is that price inflation is “transitory” and therefore monetary policy does not have to be tightened.\nMy fearless forecast, therefore, is: Inflation accelerates in 2022. Then, the public outcry over skyrocketing prices and the media reports highlighting how prices are decimating the average family’s purchasing power may cause the Biden administration to impose wage-price controls as President Nixon did in 1971 to take the sting out of inflation before his 1972 reelection campaign. Biden could use an executive order if Congress doesn’t give him statutory authority to impose price controls.\nWithout price controls, I expect the Fed to raise the Fed Funds Rate, sometime in 2022 and to continue tightening in 2023. Thus, the next recession could begin in the fall of 2023, but no later than a year later. If the recession does not begin on schedule, it only means it has been postponed, not eliminated.","news_type":1},"isVote":1,"tweetType":1,"viewCount":850,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":876303040,"gmtCreate":1637254986369,"gmtModify":1637254986466,"author":{"id":"4091783136376870","authorId":"4091783136376870","name":"oklebs","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Good read","listText":"Good read","text":"Good read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/876303040","repostId":"2184755851","repostType":2,"repost":{"id":"2184755851","pubTimestamp":1637216308,"share":"https://www.laohu8.com/m/news/2184755851?lang=&edition=full","pubTime":"2021-11-18 14:18","market":"us","language":"en","title":"Amid electric car frenzy, Warren Buffett scores 3,000% gains with this overlooked EV maker","url":"https://stock-news.laohu8.com/highlight/detail?id=2184755851","media":"MoneyWise","summary":"Warren Buffett isn’t known for chasing hype, but that doesn’t mean he’s missing out on the current E","content":"<p>Warren Buffett isn’t known for chasing hype, but that doesn’t mean he’s missing out on the current EV boom.</p>\n<p>Rivian Automotive, which debuted on Nasdaq a week ago at $78 per share, now trades at nearly $150. Lucid Group, which went public through a SPAC deal this summer, surged 77% over the past month.</p>\n<p>Then there’s Tesla, which despite its recent pullback, is up a whopping 148% over the past year.</p>\n<p>However, Buffett bought into the industry more than a decade ago. He poured hundreds of millions into Chinese electric-vehicle maker BYD, and that bet is now paying off handsomely.</p>\n<p>Here’s a look at the legendary investor’s favorite EV stock — along with two other Chinese manufacturers that may be worth pouncing on with any extra cash you’ve got.</p>\n<h4><a href=\"https://laohu8.com/S/BYDDY\"><b>BYD</a></b></h4>\n<p><img src=\"https://static.tigerbbs.com/a7bb8118dd0ea47d2f878fe99f60c27d\" tg-width=\"1200\" tg-height=\"500\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">In 2008, Buffett’s company Berkshire Hathaway bought 225 million shares of BYD for $232 million.</p>\n<p>Berkshire’s latest shareholder letter shows it still held those shares as of Dec. 31, 2020 — except their market value had surged to roughly $5.9 billion.</p>\n<p>Considering that BYD has gone up another 34% this year, Buffett’s company would have racked up another $2 billion gain on that position, assuming he hasn’t sold any shares.</p>\n<p>And there’s more to the company than just hype. In Q3, BYD sold 183,000 new electric vehicles (including hybrids), up 294% year over year. And when it comes to pure EVs, the company sold 91,616, representing a 186% increase.</p>\n<p>But despite its entrenched position, BYD shares are not listed in America. They only trade over the counter here, so you would need to use a specialized broker.</p>\n<p>Thankfully, other fast-growing Chinese EV makers have made it to U.S. stock exchanges.</p>\n<h4><a href=\"https://laohu8.com/S/NIO\">NIO </a></h4>\n<p><img src=\"https://static.tigerbbs.com/367b6a1be74a07173321090673c96714\" tg-width=\"1200\" tg-height=\"500\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">NIO is one of them.</p>\n<p>The company entered the market in December 2017 with a seven-seat premium electric SUV called the ES8. One year later, it debuted the ES6, and in late 2019, NIO added a five-seat “crossover coupe” SUV called the EC6 to its lineup.</p>\n<p>The company delivered 24,439 EVs in the third quarter of this year, doubling the number of EVs delivered during the same period last year. As of Oct. 31, cumulative deliveries of NIO’s three models have surpassed 145,000 vehicles.</p>\n<p>NIO shares have been on a roller coaster ride. Last summer, the stock was trading at less than $10. It skyrocketed to over $60 during the meme stock frenzy earlier this year, before losing a good chunk of the gains. Today, shares are trading at around $40 apiece.</p>\n<p>If you’re wary about putting your money into such volatile tickers, you can always dump your “spare change” into a portfolio tailored to your comfort for risk.</p>\n<h4><a href=\"https://laohu8.com/S/XPEV\"><b>XPeng </a></b></h4>\n<p><img src=\"https://static.tigerbbs.com/b4a9709d19c1c673a74337a1de86efdd\" tg-width=\"1200\" tg-height=\"500\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">Yirangong / Wikimedia Commons</p>\n<p>XPeng is another Chinese EV company trading in the U.S. stock market.</p>\n<p>It went public in August 2020 with an IPO price of $15. Thanks to the market’s huge appetite for EV stocks over the past year, XPeng shares have climbed to over $49 apiece.</p>\n<p>Again, it’s not just hype — business is booming. In Q2 of 2021, XPeng delivered 17,398 EVs, representing a 439% increase from the pandemic-struck Q2 2020 and marking a new quarterly record.</p>\n<p>What’s more impressive was revenue, which jumped 536.7% year-over-year to $582.5 million in Q2.</p>\n<p>The next few weeks could be eventful for XPeng shares, as the company is scheduled to report Q3 2021 earnings on Tuesday, Nov. 23 before market open.</p>","source":"yahoofinance","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>Amid electric car frenzy, Warren Buffett scores 3,000% gains with this overlooked EV maker</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAmid electric car frenzy, Warren Buffett scores 3,000% gains with this overlooked EV maker\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-18 14:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/amid-electric-car-frenzy-warren-214500405.html><strong>MoneyWise</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Warren Buffett isn’t known for chasing hype, but that doesn’t mean he’s missing out on the current EV boom.\nRivian Automotive, which debuted on Nasdaq a week ago at $78 per share, now trades at nearly...</p>\n\n<a href=\"https://finance.yahoo.com/news/amid-electric-car-frenzy-warren-214500405.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RIVN":"Rivian Automotive, Inc.","TSLA":"特斯拉","LCID":"Lucid Group Inc"},"source_url":"https://finance.yahoo.com/news/amid-electric-car-frenzy-warren-214500405.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2184755851","content_text":"Warren Buffett isn’t known for chasing hype, but that doesn’t mean he’s missing out on the current EV boom.\nRivian Automotive, which debuted on Nasdaq a week ago at $78 per share, now trades at nearly $150. Lucid Group, which went public through a SPAC deal this summer, surged 77% over the past month.\nThen there’s Tesla, which despite its recent pullback, is up a whopping 148% over the past year.\nHowever, Buffett bought into the industry more than a decade ago. He poured hundreds of millions into Chinese electric-vehicle maker BYD, and that bet is now paying off handsomely.\nHere’s a look at the legendary investor’s favorite EV stock — along with two other Chinese manufacturers that may be worth pouncing on with any extra cash you’ve got.\nBYD\nIn 2008, Buffett’s company Berkshire Hathaway bought 225 million shares of BYD for $232 million.\nBerkshire’s latest shareholder letter shows it still held those shares as of Dec. 31, 2020 — except their market value had surged to roughly $5.9 billion.\nConsidering that BYD has gone up another 34% this year, Buffett’s company would have racked up another $2 billion gain on that position, assuming he hasn’t sold any shares.\nAnd there’s more to the company than just hype. In Q3, BYD sold 183,000 new electric vehicles (including hybrids), up 294% year over year. And when it comes to pure EVs, the company sold 91,616, representing a 186% increase.\nBut despite its entrenched position, BYD shares are not listed in America. They only trade over the counter here, so you would need to use a specialized broker.\nThankfully, other fast-growing Chinese EV makers have made it to U.S. stock exchanges.\nNIO \nNIO is one of them.\nThe company entered the market in December 2017 with a seven-seat premium electric SUV called the ES8. One year later, it debuted the ES6, and in late 2019, NIO added a five-seat “crossover coupe” SUV called the EC6 to its lineup.\nThe company delivered 24,439 EVs in the third quarter of this year, doubling the number of EVs delivered during the same period last year. As of Oct. 31, cumulative deliveries of NIO’s three models have surpassed 145,000 vehicles.\nNIO shares have been on a roller coaster ride. Last summer, the stock was trading at less than $10. It skyrocketed to over $60 during the meme stock frenzy earlier this year, before losing a good chunk of the gains. Today, shares are trading at around $40 apiece.\nIf you’re wary about putting your money into such volatile tickers, you can always dump your “spare change” into a portfolio tailored to your comfort for risk.\nXPeng \nYirangong / Wikimedia Commons\nXPeng is another Chinese EV company trading in the U.S. stock market.\nIt went public in August 2020 with an IPO price of $15. Thanks to the market’s huge appetite for EV stocks over the past year, XPeng shares have climbed to over $49 apiece.\nAgain, it’s not just hype — business is booming. In Q2 of 2021, XPeng delivered 17,398 EVs, representing a 439% increase from the pandemic-struck Q2 2020 and marking a new quarterly record.\nWhat’s more impressive was revenue, which jumped 536.7% year-over-year to $582.5 million in Q2.\nThe next few weeks could be eventful for XPeng shares, as the company is scheduled to report Q3 2021 earnings on Tuesday, Nov. 23 before market open.","news_type":1},"isVote":1,"tweetType":1,"viewCount":132,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":870285017,"gmtCreate":1636622464521,"gmtModify":1636622961099,"author":{"id":"4091783136376870","authorId":"4091783136376870","name":"oklebs","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/870285017","repostId":"1107880037","repostType":4,"repost":{"id":"1107880037","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":1636621202,"share":"https://www.laohu8.com/m/news/1107880037?lang=&edition=full","pubTime":"2021-11-11 17:00","market":"us","language":"en","title":"Tesla shares rose more than 2% in premarket trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1107880037","media":"Tiger Newspress","summary":"Tesla shares&nbsp;rose&nbsp;more&nbsp;than&nbsp;2%&nbsp;in&nbsp;premarket&nbsp;trading.\n\n\n\n\n\nTesla&nbsp;Chief Executive Elon Musk sold about $5 billion in shares, the billionaire reported in filings on Wednesday, just days after he polled Twitter users about selling 10% of his stake.","content":"<p>Tesla shares&nbsp;rose&nbsp;more&nbsp;than&nbsp;2%&nbsp;in&nbsp;premarket&nbsp;trading.</p>\n<p><img src=\"https://static.tigerbbs.com/3a5ca87dbe61bf791393b2e90c69b6cd\" tg-width=\"881\" tg-height=\"614\" width=\"100%\" height=\"auto\"></p>\n<p>Tesla&nbsp;Chief Executive Elon Musk sold about $5 billion in shares, the billionaire reported in filings on Wednesday, just days after he polled Twitter users about selling 10% of his stake.</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>Tesla shares rose more than 2% in premarket trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla shares rose more than 2% in premarket trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-11-11 17:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Tesla shares&nbsp;rose&nbsp;more&nbsp;than&nbsp;2%&nbsp;in&nbsp;premarket&nbsp;trading.</p>\n<p><img src=\"https://static.tigerbbs.com/3a5ca87dbe61bf791393b2e90c69b6cd\" tg-width=\"881\" tg-height=\"614\" width=\"100%\" height=\"auto\"></p>\n<p>Tesla&nbsp;Chief Executive Elon Musk sold about $5 billion in shares, the billionaire reported in filings on Wednesday, just days after he polled Twitter users about selling 10% of his stake.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107880037","content_text":"Tesla shares rose more than 2% in premarket trading.\n\nTesla Chief Executive Elon Musk sold about $5 billion in shares, the billionaire reported in filings on Wednesday, just days after he polled Twitter users about selling 10% of his stake.","news_type":1},"isVote":1,"tweetType":1,"viewCount":122,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604889664,"gmtCreate":1639369692201,"gmtModify":1639369692331,"author":{"id":"4091783136376870","authorId":"4091783136376870","name":"oklebs","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/604889664","repostId":"1171394291","repostType":4,"repost":{"id":"1171394291","pubTimestamp":1639366890,"share":"https://www.laohu8.com/m/news/1171394291?lang=&edition=full","pubTime":"2021-12-13 11:41","market":"us","language":"en","title":"Apple's $3 trillion market cap to be a 'watershed moment' for company","url":"https://stock-news.laohu8.com/highlight/detail?id=1171394291","media":"Seeking Alpha","summary":"As many companies begin to gear down for the Christmas and New Year holidays, there remains one tech","content":"<p>As many companies begin to gear down for the Christmas and New Year holidays, there remains one tech stalwart that is on the brink of a milestone that no other company in history has achieved: Apple.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8c6ec3289e9b74b1c20fa47308bcbb20\" tg-width=\"1536\" tg-height=\"1063\" width=\"100%\" height=\"auto\"><span>Justin Sullivan/Getty Images News</span></p>\n<p>The most-iconic of all tech companies stands a good chance of reaching $3 trillion in market capitalization this week. Apple(NASDAQ:AAPL)finished Friday with a valuation of $2.944 trillion, so all Wall Street needs to do now is add $56 billion to the iPhone maker's stock value and Apple (AAPL) will stand alone in the $3 trillion club.</p>\n<p>To put that amount in some perspective, Apple (AAPL) became the first company to hit $1 trillion in market cap in 2018--or, 42 years after Steve Jobs and Steve Wozniak founded Apple (AAPL) in a garage in Cupertino, Calif. It then took Apple just until 2020 to reach $2 trillion in market cap. Right now, the only other company worth more than $2 trillion is Microsoft(NASDAQ:MSFT), which ended last week with a market cap of $2.57 trillion.</p>\n<p>\"The Street is starting to better appreciate the robust fundamental story into 2022 for [Apple Chief Executive] Tim Cook &amp; Co.,\" said Wedbush analyst Dan Ives, in a research note on Sunday. \"Hitting $3 trillion is another watershed moment for Apple as the company continues to prove the doubters wrong with the renaissance of growth story playing out in Cupertino.\"</p>\n<p>While Apple's (AAPL) iPhone sales continue to be the biggest source of the company's strength--iPhones accounted for almost $39 billion of Apple's $83.4 billion in fiscal fourth-quarter sales--Ives said the \"linchpin\" of Apple's (AAPL) growing valuation is its services business.</p>\n<p>Services, which include items such as sales from the App Store and subscriptions to everything from Apple TV+ to iCloud storage plans, brought in $18.3 billion in revenue in Apple's (AAPL) most-recent quarter. Ives estimates that Apple's (AAPL) services business&nbsp;\"is worth $1.5 trillion in the eyes of the Street,\" and is benefiting from being coupled with a hardware ecosystem that \"is in the midst of its strongest product cycle in over a decade, led by iPhone 13.\"</p>\n<p>Even issues related to component supplies that could impede Apple's (AAPL) path toward a market cap for $3 trillion or more are likely to be little more than minor speedbumps for the company to overcome, in Ives opinion.</p>\n<p>\"Supply shortages of roughly 15 million iPhone units globally remain an issue that should moderate into early 2022,\" Ives said. \"Importantly, the underlying demand story is our focus into 2022 and we believe is the ultimate driver of the stock going forward.\"</p>\n<p>Ives estimates that Apple (AAPL) will sell more than 40 million iPhones during the end-of-the-year holiday season, and that China alone is set to see 15 million upgrades to the iPhone 13 during the quarter that concludes at the end of December.</p>\n<p>Along with the iPhone, Ives said many signs point toward Apple (AAPL) rolling out its first augmented reality [AR] glasses by the summer of 2022, and that move could add $20 a share to the company's valuation. Morgan Stanley analyst Katy Huberty also recently said that Apple (AAPL) should see success with its AR glasses due to its long-time&nbsp;track record of entering consumer markets with successful new products.</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>Apple's $3 trillion market cap to be a 'watershed moment' for company</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple's $3 trillion market cap to be a 'watershed moment' for company\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-13 11:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3779362-apple-nearing-watershed-moment-of-3-trillion-in-market-cap><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>As many companies begin to gear down for the Christmas and New Year holidays, there remains one tech stalwart that is on the brink of a milestone that no other company in history has achieved: Apple.\n...</p>\n\n<a href=\"https://seekingalpha.com/news/3779362-apple-nearing-watershed-moment-of-3-trillion-in-market-cap\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/news/3779362-apple-nearing-watershed-moment-of-3-trillion-in-market-cap","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171394291","content_text":"As many companies begin to gear down for the Christmas and New Year holidays, there remains one tech stalwart that is on the brink of a milestone that no other company in history has achieved: Apple.\nJustin Sullivan/Getty Images News\nThe most-iconic of all tech companies stands a good chance of reaching $3 trillion in market capitalization this week. Apple(NASDAQ:AAPL)finished Friday with a valuation of $2.944 trillion, so all Wall Street needs to do now is add $56 billion to the iPhone maker's stock value and Apple (AAPL) will stand alone in the $3 trillion club.\nTo put that amount in some perspective, Apple (AAPL) became the first company to hit $1 trillion in market cap in 2018--or, 42 years after Steve Jobs and Steve Wozniak founded Apple (AAPL) in a garage in Cupertino, Calif. It then took Apple just until 2020 to reach $2 trillion in market cap. Right now, the only other company worth more than $2 trillion is Microsoft(NASDAQ:MSFT), which ended last week with a market cap of $2.57 trillion.\n\"The Street is starting to better appreciate the robust fundamental story into 2022 for [Apple Chief Executive] Tim Cook & Co.,\" said Wedbush analyst Dan Ives, in a research note on Sunday. \"Hitting $3 trillion is another watershed moment for Apple as the company continues to prove the doubters wrong with the renaissance of growth story playing out in Cupertino.\"\nWhile Apple's (AAPL) iPhone sales continue to be the biggest source of the company's strength--iPhones accounted for almost $39 billion of Apple's $83.4 billion in fiscal fourth-quarter sales--Ives said the \"linchpin\" of Apple's (AAPL) growing valuation is its services business.\nServices, which include items such as sales from the App Store and subscriptions to everything from Apple TV+ to iCloud storage plans, brought in $18.3 billion in revenue in Apple's (AAPL) most-recent quarter. Ives estimates that Apple's (AAPL) services business \"is worth $1.5 trillion in the eyes of the Street,\" and is benefiting from being coupled with a hardware ecosystem that \"is in the midst of its strongest product cycle in over a decade, led by iPhone 13.\"\nEven issues related to component supplies that could impede Apple's (AAPL) path toward a market cap for $3 trillion or more are likely to be little more than minor speedbumps for the company to overcome, in Ives opinion.\n\"Supply shortages of roughly 15 million iPhone units globally remain an issue that should moderate into early 2022,\" Ives said. \"Importantly, the underlying demand story is our focus into 2022 and we believe is the ultimate driver of the stock going forward.\"\nIves estimates that Apple (AAPL) will sell more than 40 million iPhones during the end-of-the-year holiday season, and that China alone is set to see 15 million upgrades to the iPhone 13 during the quarter that concludes at the end of December.\nAlong with the iPhone, Ives said many signs point toward Apple (AAPL) rolling out its first augmented reality [AR] glasses by the summer of 2022, and that move could add $20 a share to the company's valuation. Morgan Stanley analyst Katy Huberty also recently said that Apple (AAPL) should see success with its AR glasses due to its long-time track record of entering consumer markets with successful new products.","news_type":1},"isVote":1,"tweetType":1,"viewCount":574,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":873937672,"gmtCreate":1636828476835,"gmtModify":1636828476835,"author":{"id":"4091783136376870","authorId":"4091783136376870","name":"oklebs","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Why did the stock drop","listText":"Why did the stock drop","text":"Why did the stock drop","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/873937672","repostId":"1129543601","repostType":4,"repost":{"id":"1129543601","pubTimestamp":1636770982,"share":"https://www.laohu8.com/m/news/1129543601?lang=&edition=full","pubTime":"2021-11-13 10:36","market":"us","language":"en","title":"Palantir: Q3 Beat, Increased FCF, Raises Guidance But Sells Off Creating An Opportunity","url":"https://stock-news.laohu8.com/highlight/detail?id=1129543601","media":"Seeking Alpha","summary":"Summary\n\nPalantir delivered revenue growth QoQ of 36% while generating $119 million in FCF creating ","content":"<p><b>Summary</b></p>\n<ul>\n <li>Palantir delivered revenue growth QoQ of 36% while generating $119 million in FCF creating a 30% margin.</li>\n <li>Palantir's commercial revenue increased 37%, and government revenue grew by 34% YoY in Q3 showing strong forward growth trends.</li>\n <li>Palantir closed 54 deals in Q3 2021 with at least $1 million in contract value with 33 valued at $5+ million and 18 at $10+ million.</li>\n <li>Palantir increases guidance again and expects 40% revenue growth YoY at $1.527 billion and $400 million in FCF up from the previous guidance increase of $300 million.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3fd5d395baf412802ef5e554f0efa64b\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>Andreas Rentz/Getty Images Entertainment</span></p>\n<p>Some investors love to hate Palantir (PLTR), which was nicknamed a black box company in the past, while others absolutely love it because they believe PLTR's software is the future. In my previous article on PLTR, I stated that based on PLTR's current revenue trend, they were setting up to deliver $399.41 million in revenue for Q3 and $423.22 million of revenue in Q4. The consensus number was $386.56 million of revenue in Q3, and PLTR delivered $392.1 million and forecasted $418 million in Q4 2021. The reaction in premarket as the earnings call was being conducted was nothing but a sea of red as PLTR sharply declined, and each time a gap tried to fill, the next leg on the downward spiral started. The news wasn't even digested, yet people decided to either take profits, exit their position or lost faith in PLTR.</p>\n<p>What wasn't there to like in the earnings release to cause the sell-off that has been hovering in the -9.03% range? PLTR delivered 36% YoY revenue growth, added 34 new customers in Q3, and closed 54 deals worth $1 million or more. PLTR increased their remaining deal value by 50% YoY to $3.6 billion and delivered $101 million in cash from operations (26% margin), and $199 million in free cash flow (30% margin). PLTR also increased guidance for 2021 as they now expect revenue growth of 40% YoY compared to their previous projection of 30% and increased their projection in FCF to $400 million from $300 million. In addition to the numbers, PLTR announced new product platforms and use cases that have tremendous potential to drive revenue and FCF in the future. I believe this sell-off will be short-lived and I am looking at it as a buying opportunity.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8cfe1dd0e9b2c6a24ce3cb94bcfda56c\" tg-width=\"640\" tg-height=\"341\" width=\"100%\" height=\"auto\"><span>(Source: Seeking Alpha)</span></p>\n<p><b>Palantir's revenue continues to expand on both the commercial and government side</b></p>\n<p>Quarter after Quarter since PLTR went public, their commercial business has expanded. After five quarters of going public, PLTR's quarterly commercial revenue has increased by $62 million or 55.36%. In Q3 2021, PLTR delivered $174 million in revenue from its commercial operations, which accounted for 44.38% of its $392.1 million quarterly revenue. Over the previous two years, PLTR's Q3 revenue has increased by 85.11% as it grew by 35.11% in Q3 2020 YoY and by another 37.01% YoY in Q3 of 2021. PLTR's commercial remaining deal value increased by 101% YoY from $1.1 billion in Q3 2020 to $2.2 billion in Q3 2021. Commercial customers are inviting PLTR to present their software solutions, and PLTR is winning their business. In Q3 2021, PLTR added 34 net new customers increasing their commercial customer base by 20% QoQ to 203. Over the past year, PLTR has seen its commercial customer base expand by 46.04% as it has grown by 64 clients from 139 to 203. Anyone who still classifies PLTR as a black box is not being accurate as the commercial market is learning about PLTR's software platforms and implementing their solutions to improve their operations.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa4084630f4e4be30a41c925c5a3fd0a\" tg-width=\"640\" tg-height=\"374\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Palantir)</span></p>\n<p>Since Q1 of 2020, PLTR has increased its quarterly revenue by $163.1 million (71.23%) at an average quarterly growth rate of 9.43% QoQ. In Q3 of 2021, this trend stayed intact as revenue increased by $16.1 million QoQ or 4.28%. While the quarterly revenue growth slowed a bit QoQ compared to 10.26% in Q2 2021, PLTR is projecting its Q4 2021 revenue will be $418 million. PLTR is expecting to deliver another company record and generate $25.9 million (6.61%) in QoQ growth to close out the year.</p>\n<p>The same growth story applies to their total revenue in the trailing twelve months (TTM) as well. Over the last six quarters, PLTR's TTM revenue has increased by $620.6 million (76.55%) from $810.6 million to $1.43 billion. On average, PLTR's TTM revenue growth has increased by $103.42 million (9.94%) QoQ. In Q1 2020 - Q3 2020, their average QoQ revenue growth was $94.03 million, and this has increased substantially as the past three quarters have all increased by at least $105 million QoQ. In Q3 2021, PLTR increased its TTM revenue to $1.43 billion as it added $106.8 million (8.06%) in QoQ revenue growth. Just like the quarterly metric, PLTR's TTM is expected to grow QoQ by an additional $95.9 million to $1.527 billion compared to $1.51 billion in the consensus estimate. This would place PLTR's annual revenue growth YoY well ahead of their 30% projection as they would finish 2021 having increased its revenue by $434.30 million (39.75%)</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b0ec6211d7ecb04785f406c7661c9124\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Palantir)</span></p>\n<p>I am shocked PLTR is still in the red. PLTR is a high-growth company that is now FCF positive and expanding its metrics. In the first nine months of 2020, PLTR generated -$285 million in FCF, and at the end of the first nine months of 2021, PLTR has delivered a $605 million swing as it has produced $320 million in FCF YTD. PLTR previously increased their 2021 FCF guidance to $300, and they just increased it again to $400+ million. In the span of three months, PLTR increased its FCF projection by an additional 33.33%. In Q3, PLTR's FCF margin was 30%, and they are projecting $400+ million in FCF for 2021. At the very minimum, this would mean they will tack on an additional $80 million in FCF for 2021. If PLTR delivers $1.527 billion in revenue and $400 million in FCF, its 2021 FCF margin would be 26.2%. PLTR is still projecting 30% annual revenue growth YoY thru 2025, which would place their 2025 revenue at $4.36 billion based on their projection of $1.527 for 2021. At PLTR's current FCF margin, they would generate $1.14 billion in FCF in 2025. Considering PLTR's current trends, if they exceeded their projections and grew at 35% YoY, it would place their 2025 revenue at $5.07 billion. At their current FCF margin, they would then generate $1.33 billion in FCF in 2025.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/87cff0d5c5ef70ea6926a1323c77bfe4\" tg-width=\"640\" tg-height=\"306\" width=\"100%\" height=\"auto\"><span>(Source: PLTR)</span></p>\n<p>PLTR is firing on all cylinders. YoY, their Q3 revenue grew by 36%, they raised guidance on their FCF for a 2nd time from $300 million to $400+ million and have increased their annual revenue growth guidance from 30% to roughly 40%. PLTR is still maintaining its future revenue outlook of 30% annually YoY and is creating some impressive margins. PLTR's commercial revenue grew YoY by 37%, and their government revenue grew by 34% YoY in Q3. PLTR closed at least 54 deals worth at least $1 million during Q3, and 33 of those were at least $5 million in revenue, and 18 were at least $10 million in revenue. PLTR's growth metrics are impressive, and I am expecting them to under promise and over deliver going forward.</p>\n<p><b>Palantir is entering two new sectors that are going to be huge, carbon emissions, and crypto</b></p>\n<p>In the past, I have written about future opportunities with the government, Amazon(NASDAQ:AMZN), and International Business Machines(NYSE:IBM). On today's earnings call, PLTR introduced significant information surrounding two new products they will be offering for carbon emissions and crypto.</p>\n<p>There has been a fundamental shift in the USA over climate, and President Biden rejoined the Paris Agreement to reengage in tackling climate change. Part ofthe planis to reach a net-zero emission economy-wide by 2050. Recently President Biden at the United Nations climate summit in Glasgow, Scotland, pledged to work with the European Union and dozens of other nations to reduce overall methane emissions worldwide by 30% by 2030. No matter what your stance on climate is, there are many who believe we need to lower emissions, and many nations are working on a goal. To comply, companies such as&nbsp;Exxon Mobil(NYSE:XOM)&nbsp;are conducting longer-term research on several promising innovations with outside organizations, including direct air capture technology to&nbsp;scrub emissions out of the air&nbsp;and carbonate fuel cells&nbsp;to capture industrial emissions&nbsp;from flue gas streams of power plants or manufacturing facilities. Carbon emissions management is already a booming business, and PLTR is creating a module on Foundry to present a single pane to view revenue, margin, production, and all emissions so companies can manage outcomes more efficiently. Personally, I believe this has enormous potential to drive revenue for PLTR in the future.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2386d938e7f452a340dbb130de508f6\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>(Source: Palantir)</span></p>\n<p>The second huge prospect that PLTR discussed was Foundry for crypto. It looks like PLTR is leveraging their anti-money laundering and know-your-customer expertise. PLTR has worked with several governments over the years to find compliance issues with the world's largest banks and help those banks respond and strengthen their compliance programs. This makes complete sense, and when you go back to the contracts, PLTR has been awarded from the IRS and SEC (discussed in previous articles). In Q3 alone, PLTR inked 6 contracts with the IRS. If I had to guess, PLTR's software would be utilized by the IRS and the SEC on the government side and adopted on the commercial side by banks and crypto exchanges. Currently, in the past 24 hours,Coinbase(NASDAQ:COIN)&nbsp;is showing that Bitcoin (BTC-USD) has incurred a trading volume of $43.8 billion. I think PLTR will end up driving future revenue from both government and commercial contracts from its Foundry for Crypto.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/53c762e27799c80dbaa9914bb98a6a10\" tg-width=\"624\" tg-height=\"234\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Federal Procurement Database)</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/005d57c6c5c926b35eac100fa35c7415\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>(Source: Palantir)</span></p>\n<p><b>Conclusion</b></p>\n<p>PLTR has become another statistic of the market misunderstanding its earnings and selling the news when the news was great. What more does anyone want PLTR to do? This was an excellent quarter with revenue increasing 36% YoY in Q3, FCF came in at $119 million with a 30% margin, and PLTR closed 54 deals worth more than $1 million each. PLTR beats revenue estimates, increases guidance for its full-year revenue than for the 2nd time, increases its FCF guidance. This was a sell the news on all positive factors, which is creating a buying opportunity. I am staying long on PLTR and plan to add to my position if the sell-off continues.</p>\n<p><b>Seeking Alpha Marketplace</b></p>\n<p>I will be launching a subscription service called Barbell Capital on the Seeking Alpha Marketplace. Barbell Capital will provide exclusive research, model portfolios, investment tools, Q&amp;A sessions, watchlists, and additional features for its members. I will also have a live portfolio dedicated to generating capital from trading, selling puts and selling covered calls. The profits will be allocated to future capital appreciating investments and investing in dividend investments to generate income while we sleep.</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: Q3 Beat, Increased FCF, Raises Guidance But Sells Off Creating An Opportunity</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir: Q3 Beat, Increased FCF, Raises Guidance But Sells Off Creating An Opportunity\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-13 10:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4468059-palantir-q3-beat-creating-an-opportunity><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nPalantir delivered revenue growth QoQ of 36% while generating $119 million in FCF creating a 30% margin.\nPalantir's commercial revenue increased 37%, and government revenue grew by 34% YoY in...</p>\n\n<a href=\"https://seekingalpha.com/article/4468059-palantir-q3-beat-creating-an-opportunity\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4468059-palantir-q3-beat-creating-an-opportunity","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129543601","content_text":"Summary\n\nPalantir delivered revenue growth QoQ of 36% while generating $119 million in FCF creating a 30% margin.\nPalantir's commercial revenue increased 37%, and government revenue grew by 34% YoY in Q3 showing strong forward growth trends.\nPalantir closed 54 deals in Q3 2021 with at least $1 million in contract value with 33 valued at $5+ million and 18 at $10+ million.\nPalantir increases guidance again and expects 40% revenue growth YoY at $1.527 billion and $400 million in FCF up from the previous guidance increase of $300 million.\n\nAndreas Rentz/Getty Images Entertainment\nSome investors love to hate Palantir (PLTR), which was nicknamed a black box company in the past, while others absolutely love it because they believe PLTR's software is the future. In my previous article on PLTR, I stated that based on PLTR's current revenue trend, they were setting up to deliver $399.41 million in revenue for Q3 and $423.22 million of revenue in Q4. The consensus number was $386.56 million of revenue in Q3, and PLTR delivered $392.1 million and forecasted $418 million in Q4 2021. The reaction in premarket as the earnings call was being conducted was nothing but a sea of red as PLTR sharply declined, and each time a gap tried to fill, the next leg on the downward spiral started. The news wasn't even digested, yet people decided to either take profits, exit their position or lost faith in PLTR.\nWhat wasn't there to like in the earnings release to cause the sell-off that has been hovering in the -9.03% range? PLTR delivered 36% YoY revenue growth, added 34 new customers in Q3, and closed 54 deals worth $1 million or more. PLTR increased their remaining deal value by 50% YoY to $3.6 billion and delivered $101 million in cash from operations (26% margin), and $199 million in free cash flow (30% margin). PLTR also increased guidance for 2021 as they now expect revenue growth of 40% YoY compared to their previous projection of 30% and increased their projection in FCF to $400 million from $300 million. In addition to the numbers, PLTR announced new product platforms and use cases that have tremendous potential to drive revenue and FCF in the future. I believe this sell-off will be short-lived and I am looking at it as a buying opportunity.\n(Source: Seeking Alpha)\nPalantir's revenue continues to expand on both the commercial and government side\nQuarter after Quarter since PLTR went public, their commercial business has expanded. After five quarters of going public, PLTR's quarterly commercial revenue has increased by $62 million or 55.36%. In Q3 2021, PLTR delivered $174 million in revenue from its commercial operations, which accounted for 44.38% of its $392.1 million quarterly revenue. Over the previous two years, PLTR's Q3 revenue has increased by 85.11% as it grew by 35.11% in Q3 2020 YoY and by another 37.01% YoY in Q3 of 2021. PLTR's commercial remaining deal value increased by 101% YoY from $1.1 billion in Q3 2020 to $2.2 billion in Q3 2021. Commercial customers are inviting PLTR to present their software solutions, and PLTR is winning their business. In Q3 2021, PLTR added 34 net new customers increasing their commercial customer base by 20% QoQ to 203. Over the past year, PLTR has seen its commercial customer base expand by 46.04% as it has grown by 64 clients from 139 to 203. Anyone who still classifies PLTR as a black box is not being accurate as the commercial market is learning about PLTR's software platforms and implementing their solutions to improve their operations.\n(Source: Steven Fiorillo) (Data Source: Palantir)\nSince Q1 of 2020, PLTR has increased its quarterly revenue by $163.1 million (71.23%) at an average quarterly growth rate of 9.43% QoQ. In Q3 of 2021, this trend stayed intact as revenue increased by $16.1 million QoQ or 4.28%. While the quarterly revenue growth slowed a bit QoQ compared to 10.26% in Q2 2021, PLTR is projecting its Q4 2021 revenue will be $418 million. PLTR is expecting to deliver another company record and generate $25.9 million (6.61%) in QoQ growth to close out the year.\nThe same growth story applies to their total revenue in the trailing twelve months (TTM) as well. Over the last six quarters, PLTR's TTM revenue has increased by $620.6 million (76.55%) from $810.6 million to $1.43 billion. On average, PLTR's TTM revenue growth has increased by $103.42 million (9.94%) QoQ. In Q1 2020 - Q3 2020, their average QoQ revenue growth was $94.03 million, and this has increased substantially as the past three quarters have all increased by at least $105 million QoQ. In Q3 2021, PLTR increased its TTM revenue to $1.43 billion as it added $106.8 million (8.06%) in QoQ revenue growth. Just like the quarterly metric, PLTR's TTM is expected to grow QoQ by an additional $95.9 million to $1.527 billion compared to $1.51 billion in the consensus estimate. This would place PLTR's annual revenue growth YoY well ahead of their 30% projection as they would finish 2021 having increased its revenue by $434.30 million (39.75%)\n(Source: Steven Fiorillo) (Data Source: Palantir)\nI am shocked PLTR is still in the red. PLTR is a high-growth company that is now FCF positive and expanding its metrics. In the first nine months of 2020, PLTR generated -$285 million in FCF, and at the end of the first nine months of 2021, PLTR has delivered a $605 million swing as it has produced $320 million in FCF YTD. PLTR previously increased their 2021 FCF guidance to $300, and they just increased it again to $400+ million. In the span of three months, PLTR increased its FCF projection by an additional 33.33%. In Q3, PLTR's FCF margin was 30%, and they are projecting $400+ million in FCF for 2021. At the very minimum, this would mean they will tack on an additional $80 million in FCF for 2021. If PLTR delivers $1.527 billion in revenue and $400 million in FCF, its 2021 FCF margin would be 26.2%. PLTR is still projecting 30% annual revenue growth YoY thru 2025, which would place their 2025 revenue at $4.36 billion based on their projection of $1.527 for 2021. At PLTR's current FCF margin, they would generate $1.14 billion in FCF in 2025. Considering PLTR's current trends, if they exceeded their projections and grew at 35% YoY, it would place their 2025 revenue at $5.07 billion. At their current FCF margin, they would then generate $1.33 billion in FCF in 2025.\n(Source: PLTR)\nPLTR is firing on all cylinders. YoY, their Q3 revenue grew by 36%, they raised guidance on their FCF for a 2nd time from $300 million to $400+ million and have increased their annual revenue growth guidance from 30% to roughly 40%. PLTR is still maintaining its future revenue outlook of 30% annually YoY and is creating some impressive margins. PLTR's commercial revenue grew YoY by 37%, and their government revenue grew by 34% YoY in Q3. PLTR closed at least 54 deals worth at least $1 million during Q3, and 33 of those were at least $5 million in revenue, and 18 were at least $10 million in revenue. PLTR's growth metrics are impressive, and I am expecting them to under promise and over deliver going forward.\nPalantir is entering two new sectors that are going to be huge, carbon emissions, and crypto\nIn the past, I have written about future opportunities with the government, Amazon(NASDAQ:AMZN), and International Business Machines(NYSE:IBM). On today's earnings call, PLTR introduced significant information surrounding two new products they will be offering for carbon emissions and crypto.\nThere has been a fundamental shift in the USA over climate, and President Biden rejoined the Paris Agreement to reengage in tackling climate change. Part ofthe planis to reach a net-zero emission economy-wide by 2050. Recently President Biden at the United Nations climate summit in Glasgow, Scotland, pledged to work with the European Union and dozens of other nations to reduce overall methane emissions worldwide by 30% by 2030. No matter what your stance on climate is, there are many who believe we need to lower emissions, and many nations are working on a goal. To comply, companies such as Exxon Mobil(NYSE:XOM) are conducting longer-term research on several promising innovations with outside organizations, including direct air capture technology to scrub emissions out of the air and carbonate fuel cells to capture industrial emissions from flue gas streams of power plants or manufacturing facilities. Carbon emissions management is already a booming business, and PLTR is creating a module on Foundry to present a single pane to view revenue, margin, production, and all emissions so companies can manage outcomes more efficiently. Personally, I believe this has enormous potential to drive revenue for PLTR in the future.\n(Source: Palantir)\nThe second huge prospect that PLTR discussed was Foundry for crypto. It looks like PLTR is leveraging their anti-money laundering and know-your-customer expertise. PLTR has worked with several governments over the years to find compliance issues with the world's largest banks and help those banks respond and strengthen their compliance programs. This makes complete sense, and when you go back to the contracts, PLTR has been awarded from the IRS and SEC (discussed in previous articles). In Q3 alone, PLTR inked 6 contracts with the IRS. If I had to guess, PLTR's software would be utilized by the IRS and the SEC on the government side and adopted on the commercial side by banks and crypto exchanges. Currently, in the past 24 hours,Coinbase(NASDAQ:COIN) is showing that Bitcoin (BTC-USD) has incurred a trading volume of $43.8 billion. I think PLTR will end up driving future revenue from both government and commercial contracts from its Foundry for Crypto.\n(Source: Steven Fiorillo) (Data Source: Federal Procurement Database)\n(Source: Palantir)\nConclusion\nPLTR has become another statistic of the market misunderstanding its earnings and selling the news when the news was great. What more does anyone want PLTR to do? This was an excellent quarter with revenue increasing 36% YoY in Q3, FCF came in at $119 million with a 30% margin, and PLTR closed 54 deals worth more than $1 million each. PLTR beats revenue estimates, increases guidance for its full-year revenue than for the 2nd time, increases its FCF guidance. This was a sell the news on all positive factors, which is creating a buying opportunity. I am staying long on PLTR and plan to add to my position if the sell-off continues.\nSeeking Alpha Marketplace\nI will be launching a subscription service called Barbell Capital on the Seeking Alpha Marketplace. Barbell Capital will provide exclusive research, model portfolios, investment tools, Q&A sessions, watchlists, and additional features for its members. I will also have a live portfolio dedicated to generating capital from trading, selling puts and selling covered calls. The profits will be allocated to future capital appreciating investments and investing in dividend investments to generate income while we sleep.","news_type":1},"isVote":1,"tweetType":1,"viewCount":209,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693422744,"gmtCreate":1640066958788,"gmtModify":1640066958922,"author":{"id":"4091783136376870","authorId":"4091783136376870","name":"oklebs","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693422744","repostId":"1180303139","repostType":4,"repost":{"id":"1180303139","pubTimestamp":1640064067,"share":"https://www.laohu8.com/m/news/1180303139?lang=&edition=full","pubTime":"2021-12-21 13:21","market":"us","language":"en","title":"Nio Is Now Down 58% From Its High. Is It a Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=1180303139","media":"Motley Fool","summary":"For Nio, 2022 should be very different from 2021.","content":"<p>Shares of&nbsp;<b>Nio</b>&nbsp;(NYSE:NIO)&nbsp;set their all-time high back on Jan. 11, when they traded at $66.99 at some point during the day. As I write this at 2 p.m. ET on Monday, the stock is down about 58% from that all-time high. (If you prefer to measure from closing prices, it's down just over 55% from its highest-ever close of $62.84, set on Feb. 9. Either way, not good.)</p>\n<p>Clearly it has been a rough year for Nio, which has been hit by&nbsp;COVID-19 shutdowns,supply chain challenges, and a lull in its new-product cycle that allowed&nbsp;competitors to gain ground.</p>\n<p>That lull will end soon. Nio will begin shipping its long-awaited ET7 sedan in March, followed in September by the one-size-down ET5, which was&nbsp;revealed on Saturday.Meanwhile, its order books remain strong, its customer satisfaction is high, and there are signs that it&nbsp;<i>may</i>&nbsp;have put the worst of the supply chain woes in the rearview mirror.</p>\n<p>Is that enough to make it a buy?</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/22ea2e7aac96e7308f35e2a80403198a\" tg-width=\"2000\" tg-height=\"1205\" width=\"100%\" height=\"auto\"><span>NIO'S LONG NEW-PRODUCT LULL WILL END ON MARCH 28, WHEN DELIVERIES OF THE NEW ET7 SEDAN WILL BEGIN. IMAGE SOURCE: NIO.</span></p>\n<p>Several Wall Street analysts think so. In a new note on Monday,<b>Morgan Stanley</b>&nbsp;analyst Tim Hsiao reiterated the bank's overweight rating and $66 price target on Nio's shares. Hsiao wrote that while the stock's risk-to-reward ratio seems attractive, the market is expecting a lot from Nio in 2022 -- but it seems well positioned to deliver.</p>\n<p>Hsiao isn't an outlier. Last month,<b>Citi</b>&nbsp;analyst Jeff Chung noted that Nio is expected to launch three new products and revise its three existing vehicles next year, putting it in position to gain back the market share it lost to newer models from rivals like&nbsp;<b>Xpeng</b>,<b>Li Auto</b>, and&nbsp;<b>Tesla</b>. He maintained his bank's buy rating and $87 price target for Nio's shares.</p>\n<p>I'm inclined to agree with both. We haven't yet seen the third new model that Chung mentioned (the others are the ET5 and ET7), and my sense is that Nio is keeping some other surprises up its sleeve for now. While&nbsp;investors&nbsp;may need to be patient through the next few months, the new sedans -- and those surprises -- could be just what's needed to bump the stock price back up in 2022.</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>Nio Is Now Down 58% From Its High. Is It a Buy?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNio Is Now Down 58% From Its High. Is It a Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-21 13:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/12/20/nio-is-now-down-58-from-its-high-is-it-a-buy/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Shares of Nio (NYSE:NIO) set their all-time high back on Jan. 11, when they traded at $66.99 at some point during the day. As I write this at 2 p.m. ET on Monday, the stock is down about 58% from that...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/20/nio-is-now-down-58-from-its-high-is-it-a-buy/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://www.fool.com/investing/2021/12/20/nio-is-now-down-58-from-its-high-is-it-a-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180303139","content_text":"Shares of Nio (NYSE:NIO) set their all-time high back on Jan. 11, when they traded at $66.99 at some point during the day. As I write this at 2 p.m. ET on Monday, the stock is down about 58% from that all-time high. (If you prefer to measure from closing prices, it's down just over 55% from its highest-ever close of $62.84, set on Feb. 9. Either way, not good.)\nClearly it has been a rough year for Nio, which has been hit by COVID-19 shutdowns,supply chain challenges, and a lull in its new-product cycle that allowed competitors to gain ground.\nThat lull will end soon. Nio will begin shipping its long-awaited ET7 sedan in March, followed in September by the one-size-down ET5, which was revealed on Saturday.Meanwhile, its order books remain strong, its customer satisfaction is high, and there are signs that it may have put the worst of the supply chain woes in the rearview mirror.\nIs that enough to make it a buy?\nNIO'S LONG NEW-PRODUCT LULL WILL END ON MARCH 28, WHEN DELIVERIES OF THE NEW ET7 SEDAN WILL BEGIN. IMAGE SOURCE: NIO.\nSeveral Wall Street analysts think so. In a new note on Monday,Morgan Stanley analyst Tim Hsiao reiterated the bank's overweight rating and $66 price target on Nio's shares. Hsiao wrote that while the stock's risk-to-reward ratio seems attractive, the market is expecting a lot from Nio in 2022 -- but it seems well positioned to deliver.\nHsiao isn't an outlier. Last month,Citi analyst Jeff Chung noted that Nio is expected to launch three new products and revise its three existing vehicles next year, putting it in position to gain back the market share it lost to newer models from rivals like Xpeng,Li Auto, and Tesla. He maintained his bank's buy rating and $87 price target for Nio's shares.\nI'm inclined to agree with both. We haven't yet seen the third new model that Chung mentioned (the others are the ET5 and ET7), and my sense is that Nio is keeping some other surprises up its sleeve for now. While investors may need to be patient through the next few months, the new sedans -- and those surprises -- could be just what's needed to bump the stock price back up in 2022.","news_type":1},"isVote":1,"tweetType":1,"viewCount":620,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602787870,"gmtCreate":1639069070232,"gmtModify":1639069070375,"author":{"id":"4091783136376870","authorId":"4091783136376870","name":"oklebs","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Completely agree. There are too many factors that are against the business model and a lack of track record, accompanied by poor financial outlook","listText":"Completely agree. There are too many factors that are against the business model and a lack of track record, accompanied by poor financial outlook","text":"Completely agree. There are too many factors that are against the business model and a lack of track record, accompanied by poor financial outlook","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/602787870","repostId":"1115551422","repostType":2,"repost":{"id":"1115551422","pubTimestamp":1638933173,"share":"https://www.laohu8.com/m/news/1115551422?lang=&edition=full","pubTime":"2021-12-08 11:12","market":"us","language":"en","title":"The Grab IPO's Many, Many Problems","url":"https://stock-news.laohu8.com/highlight/detail?id=1115551422","media":"Seeking Alpha","summary":"Summary\n\nSoutheast Asian company Grab launched its public debut last week, but the price drastically","content":"<p>Summary</p>\n<ul>\n <li>Southeast Asian company Grab launched its public debut last week, but the price drastically fell, and it currently has a market cap of about $35 billion.</li>\n <li>Grab is competing in a rich market and offers a wide range of services, but faces intense competition on multiple fronts from larger companies.</li>\n <li>Grab’s revenue is growing rapidly, but it lacks a sustained history, and its profitability and valuation numbers need significant improvement.</li>\n <li>Given the above factors, investors should not consider this IPO.</li>\n</ul>\n<p>The past few days have not gone well for southeast Asian company Grab(NASDAQ:GRAB). The company, or rather the SPAC it merged with known as Altimeter Growth Corp, debuted its IPO last Thursday at a price of $13.05, achieving a valuation of nearly $40 billion and making it one of the largest IPOs of the year. But as&nbsp;CNN&nbsp;reported, the company's valuation declined by 21%. As of the time of writing Monday morning, Grab currently has a share price of $8.99, giving it a market cap of around $35 billion.</p>\n<p>Company president Ming Maa put a brave face on this initial result, telling&nbsp;Fortune&nbsp;that Southeast Asia is on the cusp of a digital revolution and that he believes Grab can grow rapidly and become profitable. But when one looks at Grab's financial numbers and prospects, there are many reasons to be very concerned about this company's future. Grab could very well become another Uber(NYSE:UBER), which after its recent fall is now trading below its IPO price of 2.5 years ago.</p>\n<p><b>The Company Problem</b></p>\n<p>Grab is at its core a ridesharing company and debuted as a taxi app in Malaysia in 2012. But like Uber, it aims to be so much more. The company states in its&nbsp;prospectus&nbsp;that:</p>\n<blockquote>\n \"We enable millions of people each day to access driver- and merchant-partners to order food or groceries, send packages, hail a ride or taxi, pay for online purchases or access services such as lending, insurance, wealth management and telemedicine.\"\n</blockquote>\n<p>It operates across eight countries in the Southeast Asian region.</p>\n<p>At its core, Grab has three main businesses. Its first and most important is ride-hailing, which connects five million \"driver-partners\" with customers. Second, it focuses on food delivery, whether from restaurants or from grocery stores. Finally, Grab has begun focusing on financial services, which includes GrabPay, GrabInsure, and GrabFinance among others. GrabPay is a digital payments solution, GrabInsure offers a variety of insurance, including critical illness insurance and travel insurance, and GrabFinance provides access to loans.</p>\n<p>In short, Grab is offering a wide range of services and products to a region which is rapidly growing and becoming more affluent. Despite going public in the US, Grab is primarily focused with no plans to expand outside the region. Southeast Asia has been badly hit by COVID, and worries about the omicron variant could further decrease economic growth forecasts.</p>\n<p>But the region has plenty of potential, in terms of digital growth and a wealthier population. Grab expects the \"total addressable market to grow from approximately $52 billion in 2020 to more than $180 billion by 2025.\"</p>\n<p>The problem is that, while Grab's potential is high, it also faces intense competition in all these fields. This is especially so in the financial services sector, where Apple(NASDAQ:AAPL)and Google Pay(NASDAQ:GOOGL)(NASDAQ:GOOG)have become active recently. Grab does not have any distinguishing moat which uniquely distinguishes itself from its competitors. And as we have seen with Uber, competition means that ridesharing companies are forced to offer cutthroat rates and discounts, impacting their financial numbers and upsetting their workers.</p>\n<p><b>The Financial Problem</b></p>\n<p>Those discounts and cutthroat rates will be a further problem given Grab's financial situation. The good news is that Grab grew dramatically in over the past year. It reported a revenue of $396 million in the first half of 2021, a 406% growth compared to the same period in 2020.</p>\n<p>But while the revenue growth is impressive, Grab does not have a history of sustained revenue growth. The fact that it reported a revenue of$157 million&nbsp;for the 2021 third quarter, down 9% year to year thanks to increasing COVID restrictions, should further worry investors about whether Grab can maintain such high growth in the face of tough competition.</p>\n<p>Furthermore, its profitability numbers are awful. While tech companies losing money is nothing unusual, Grab did not even make a gross profit in the first half of 2021, with a cost of revenue of $507 million. Its total net loss was $1.4 billion over that timeframe.</p>\n<p>Grab wants to use a figure called adjusted EBITDA, which shows that its earnings improved from a loss of $550 million in the first half of 2020 to a loss of $325 million in 2021. But even if we are to accept this, we are once again looking at a lack of a history of sustained profitability growth. As Uber and Lyft (NASDAQ:LYFT) show, it is not easy to assume that a ridesharing company can become profitable anytime soon.</p>\n<p>Finally, there is the matter of Grab's $35 billion valuation. Grab had $14 billion in total liabilities and $3.6 billion in cash as of June 30, 2021. This gives the company an enterprise value of about $45 billion. If we extrapolate Grab's 2021 first half revenue over the entire year, that gives the company a ludicrous EV/revenue ratio of 56.8. Even this number could be higher, given that its second half revenue probably will not reach its first half, given its disappointing third quarter numbers.</p>\n<p>By contrast, Uber has an EV/revenue of about 5. While Uber is of course a far more established company, Grab's lower valuation is still ridiculously high even by the standards of a tech company.</p>\n<p><b>The Final Problem</b></p>\n<p>Ridesharing companies have not been good investments so far, with Uber and Lyft both falling below their IPO price. But even those companies, warts and all, are still much better investments than Grab. Whether we look at its outsized valuation, its recent drop in revenue, or the competitive nature of its markets, there is little reason to seriously consider this IPO. While it has major potential should things go well, this is already baked into the price. Investors should not even remotely consider this IPO.</p>","source":"seekingalpha","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>The Grab IPO's Many, Many Problems</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Grab IPO's Many, Many Problems\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-08 11:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4473779-grab-stock-ipo-many-problems><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nSoutheast Asian company Grab launched its public debut last week, but the price drastically fell, and it currently has a market cap of about $35 billion.\nGrab is competing in a rich market ...</p>\n\n<a href=\"https://seekingalpha.com/article/4473779-grab-stock-ipo-many-problems\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GRAB":"Grab Holdings"},"source_url":"https://seekingalpha.com/article/4473779-grab-stock-ipo-many-problems","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1115551422","content_text":"Summary\n\nSoutheast Asian company Grab launched its public debut last week, but the price drastically fell, and it currently has a market cap of about $35 billion.\nGrab is competing in a rich market and offers a wide range of services, but faces intense competition on multiple fronts from larger companies.\nGrab’s revenue is growing rapidly, but it lacks a sustained history, and its profitability and valuation numbers need significant improvement.\nGiven the above factors, investors should not consider this IPO.\n\nThe past few days have not gone well for southeast Asian company Grab(NASDAQ:GRAB). The company, or rather the SPAC it merged with known as Altimeter Growth Corp, debuted its IPO last Thursday at a price of $13.05, achieving a valuation of nearly $40 billion and making it one of the largest IPOs of the year. But as CNN reported, the company's valuation declined by 21%. As of the time of writing Monday morning, Grab currently has a share price of $8.99, giving it a market cap of around $35 billion.\nCompany president Ming Maa put a brave face on this initial result, telling Fortune that Southeast Asia is on the cusp of a digital revolution and that he believes Grab can grow rapidly and become profitable. But when one looks at Grab's financial numbers and prospects, there are many reasons to be very concerned about this company's future. Grab could very well become another Uber(NYSE:UBER), which after its recent fall is now trading below its IPO price of 2.5 years ago.\nThe Company Problem\nGrab is at its core a ridesharing company and debuted as a taxi app in Malaysia in 2012. But like Uber, it aims to be so much more. The company states in its prospectus that:\n\n \"We enable millions of people each day to access driver- and merchant-partners to order food or groceries, send packages, hail a ride or taxi, pay for online purchases or access services such as lending, insurance, wealth management and telemedicine.\"\n\nIt operates across eight countries in the Southeast Asian region.\nAt its core, Grab has three main businesses. Its first and most important is ride-hailing, which connects five million \"driver-partners\" with customers. Second, it focuses on food delivery, whether from restaurants or from grocery stores. Finally, Grab has begun focusing on financial services, which includes GrabPay, GrabInsure, and GrabFinance among others. GrabPay is a digital payments solution, GrabInsure offers a variety of insurance, including critical illness insurance and travel insurance, and GrabFinance provides access to loans.\nIn short, Grab is offering a wide range of services and products to a region which is rapidly growing and becoming more affluent. Despite going public in the US, Grab is primarily focused with no plans to expand outside the region. Southeast Asia has been badly hit by COVID, and worries about the omicron variant could further decrease economic growth forecasts.\nBut the region has plenty of potential, in terms of digital growth and a wealthier population. Grab expects the \"total addressable market to grow from approximately $52 billion in 2020 to more than $180 billion by 2025.\"\nThe problem is that, while Grab's potential is high, it also faces intense competition in all these fields. This is especially so in the financial services sector, where Apple(NASDAQ:AAPL)and Google Pay(NASDAQ:GOOGL)(NASDAQ:GOOG)have become active recently. Grab does not have any distinguishing moat which uniquely distinguishes itself from its competitors. And as we have seen with Uber, competition means that ridesharing companies are forced to offer cutthroat rates and discounts, impacting their financial numbers and upsetting their workers.\nThe Financial Problem\nThose discounts and cutthroat rates will be a further problem given Grab's financial situation. The good news is that Grab grew dramatically in over the past year. It reported a revenue of $396 million in the first half of 2021, a 406% growth compared to the same period in 2020.\nBut while the revenue growth is impressive, Grab does not have a history of sustained revenue growth. The fact that it reported a revenue of$157 million for the 2021 third quarter, down 9% year to year thanks to increasing COVID restrictions, should further worry investors about whether Grab can maintain such high growth in the face of tough competition.\nFurthermore, its profitability numbers are awful. While tech companies losing money is nothing unusual, Grab did not even make a gross profit in the first half of 2021, with a cost of revenue of $507 million. Its total net loss was $1.4 billion over that timeframe.\nGrab wants to use a figure called adjusted EBITDA, which shows that its earnings improved from a loss of $550 million in the first half of 2020 to a loss of $325 million in 2021. But even if we are to accept this, we are once again looking at a lack of a history of sustained profitability growth. As Uber and Lyft (NASDAQ:LYFT) show, it is not easy to assume that a ridesharing company can become profitable anytime soon.\nFinally, there is the matter of Grab's $35 billion valuation. Grab had $14 billion in total liabilities and $3.6 billion in cash as of June 30, 2021. This gives the company an enterprise value of about $45 billion. If we extrapolate Grab's 2021 first half revenue over the entire year, that gives the company a ludicrous EV/revenue ratio of 56.8. Even this number could be higher, given that its second half revenue probably will not reach its first half, given its disappointing third quarter numbers.\nBy contrast, Uber has an EV/revenue of about 5. While Uber is of course a far more established company, Grab's lower valuation is still ridiculously high even by the standards of a tech company.\nThe Final Problem\nRidesharing companies have not been good investments so far, with Uber and Lyft both falling below their IPO price. But even those companies, warts and all, are still much better investments than Grab. Whether we look at its outsized valuation, its recent drop in revenue, or the competitive nature of its markets, there is little reason to seriously consider this IPO. While it has major potential should things go well, this is already baked into the price. Investors should not even remotely consider this IPO.","news_type":1},"isVote":1,"tweetType":1,"viewCount":654,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":601133127,"gmtCreate":1638496592294,"gmtModify":1638496592360,"author":{"id":"4091783136376870","authorId":"4091783136376870","name":"oklebs","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Not close to profiting soon","listText":"Not close to profiting soon","text":"Not close to profiting soon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/601133127","repostId":"2188951783","repostType":2,"repost":{"id":"2188951783","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1638487440,"share":"https://www.laohu8.com/m/news/2188951783?lang=&edition=full","pubTime":"2021-12-03 07:24","market":"us","language":"en","title":"After completing richest SPAC deal yet, Grab stock slumps on first day of trading","url":"https://stock-news.laohu8.com/highlight/detail?id=2188951783","media":"Dow Jones","summary":"Southeast Asia 'superapp' company tops $50 billion market cap in early trades, but then falls more t","content":"<p>Southeast Asia 'superapp' company tops $50 billion market cap in early trades, but then falls more than 20% lower after record fundraise and valuation for a SPAC deal</p>\n<p>After completing the richest deal yet for a special-purpose acquisition company, <a href=\"https://laohu8.com/S/GRAB\">Grab Holdings</a> Ltd. shares experienced an initial pop Thursday, their first day of trading in the U.S., but then slumped to a decline of more than 20%.</p>\n<p>Shares of Grab (GRAB) opened on the Nasdaq at $13.06, up about 19% from Wednesday, when it was trading as the <a href=\"https://laohu8.com/S/AGCUU\">Altimeter Growth</a> Group, the SPAC that took it public. The deal raised $4.5 billion at a valuation of more than $37 billion, according to DealLogic, which reported that the funds raised and valuation were both records for a SPAC.</p>\n<p>The strong open gave Grab a market capitalization of about $51.6 billion, but as of 4 p.m. Eastern time, the stock was down more than 20% to $8.75.</p>\n<p>The Singapore-based company makes a \"superapp\" offering ride-hailing, delivery and financial services in more than 400 cities in Southeast Asia. Grab's chief financial officer, Peter Oey, said in an interview with MarketWatch on Thursday that the company had its \"roughest patch\" in the third quarter ended Sept. 30 because of COVID-19-related shutdowns in Southeast Asia, especially Vietnam. But he pointed to continued expected growth and recovery, even as the company watches what happens with the new coronavirus variant, omicron.</p>\n<p>\"Our mobility business has been rising as lockdowns have been relaxed,\" he said. \"Our payments business also continues to grow. We're seeing all strong signs.\"</p>\n<p>Oey also touted Grab's breadth and wide reach.</p>\n<p>\"Our superapp is so unique in Southeast Asia,\" he said. \"It's ride-hailing, food delivery, grocery delivery, last-mile delivery and a whole range of financial services products all in <a href=\"https://laohu8.com/S/AONE.U\">one</a> app.\" He said the app \"touches [consumers] in their everyday lives.\"</p>\n<p>Backers of Grab, which was founded in 2012, include Didi Global Inc. <a href=\"https://laohu8.com/S/DIDI\">$(DIDI)$</a>, Toyota Motor Corp. (7203.TO) and SoftBank Group Corp.'s Vision Fund.</p>\n<p>Grab's financial picture</p>\n<p>Grab, like other ride-hailing and delivery app makers, has lost a lot of money since its founding in 2012: It had accumulated losses of $11.9 billion as of June 2021, according to its prospectus.</p>\n<p>The company recently reported a third-quarter net loss of $988 million, an increase of $366 million year over year. Grab said its revenue fell 9% year over year to $157 million, citing COVID-19-related lockdowns in Vietnam between July and September that affected its ride-hailing, or mobility, business. It also said the number of its monthly users was down 8% year over year because those lockdowns resulted in suspensions of both its ride-hailing and food-delivery businesses in Vietnam.</p>\n<p>However, the company touted a record $4 billion in gross merchandise value for the quarter, a 32% year-over-year increase, and said year-over-year gross billings rose 41% to $616 million, also a record high.</p>\n<p>Risk factors</p>\n<p>Besides Vietnam, Grab serves customers in Cambodia, Indonesia, Malaysia, Myanmar, the Philippines, Singapore and Thailand. Oey described a \"huge opportunity\" with a total addressable market of $180 billion in the company's core products of ride-hailing, delivery and payments.</p>\n<p>The company competes with other platforms as well as restaurants and stores that have their own delivery services. It bought Uber Technologies Inc.'s <a href=\"https://laohu8.com/S/UBER\">$(UBER)$</a> business in Southeast Asia in 2018, but its noncompete agreement with Uber expires in March 2023, or one year after Uber disposes of its entire stake in Grab, whichever is later. Another possible rival is Didi, which could enter the market after its noncompete with Grab expires.</p>\n<p>Like other gig companies, Grab considers its workers independent contractors. In its prospectus, the company mentions that governments in Southeast Asia have shown \"growing interest\" in the classification of Grab's drivers and delivery workers because of related developments elsewhere in the world. In the U.S. and Europe, governments and courts have battled gig companies over the worker-classification issue.</p>\n<p>Oey said there's a \"different backdrop in Southeast Asia\" when it comes to the issue, pointing to the region's many \"informal workers.\" He said that for nearly 50% of Grab's 5 million registered drivers, \"this is their first ability to earn something and make a decent living.\"</p>\n<p>\"For a lot of them, it's their first bank account,\" he added. \"A lot of them, it's their first access to steady employment.\"</p>\n<p>As for coronavirus-related risk, vaccination rates in Asia vary and, like what happened with the full shutdown in Vietnam over the summer, could materially affect Grab's businesses.</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>After completing richest SPAC deal yet, Grab stock slumps on first day of trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAfter completing richest SPAC deal yet, Grab stock slumps on first day of trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-12-03 07:24</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Southeast Asia 'superapp' company tops $50 billion market cap in early trades, but then falls more than 20% lower after record fundraise and valuation for a SPAC deal</p>\n<p>After completing the richest deal yet for a special-purpose acquisition company, <a href=\"https://laohu8.com/S/GRAB\">Grab Holdings</a> Ltd. shares experienced an initial pop Thursday, their first day of trading in the U.S., but then slumped to a decline of more than 20%.</p>\n<p>Shares of Grab (GRAB) opened on the Nasdaq at $13.06, up about 19% from Wednesday, when it was trading as the <a href=\"https://laohu8.com/S/AGCUU\">Altimeter Growth</a> Group, the SPAC that took it public. The deal raised $4.5 billion at a valuation of more than $37 billion, according to DealLogic, which reported that the funds raised and valuation were both records for a SPAC.</p>\n<p>The strong open gave Grab a market capitalization of about $51.6 billion, but as of 4 p.m. Eastern time, the stock was down more than 20% to $8.75.</p>\n<p>The Singapore-based company makes a \"superapp\" offering ride-hailing, delivery and financial services in more than 400 cities in Southeast Asia. Grab's chief financial officer, Peter Oey, said in an interview with MarketWatch on Thursday that the company had its \"roughest patch\" in the third quarter ended Sept. 30 because of COVID-19-related shutdowns in Southeast Asia, especially Vietnam. But he pointed to continued expected growth and recovery, even as the company watches what happens with the new coronavirus variant, omicron.</p>\n<p>\"Our mobility business has been rising as lockdowns have been relaxed,\" he said. \"Our payments business also continues to grow. We're seeing all strong signs.\"</p>\n<p>Oey also touted Grab's breadth and wide reach.</p>\n<p>\"Our superapp is so unique in Southeast Asia,\" he said. \"It's ride-hailing, food delivery, grocery delivery, last-mile delivery and a whole range of financial services products all in <a href=\"https://laohu8.com/S/AONE.U\">one</a> app.\" He said the app \"touches [consumers] in their everyday lives.\"</p>\n<p>Backers of Grab, which was founded in 2012, include Didi Global Inc. <a href=\"https://laohu8.com/S/DIDI\">$(DIDI)$</a>, Toyota Motor Corp. (7203.TO) and SoftBank Group Corp.'s Vision Fund.</p>\n<p>Grab's financial picture</p>\n<p>Grab, like other ride-hailing and delivery app makers, has lost a lot of money since its founding in 2012: It had accumulated losses of $11.9 billion as of June 2021, according to its prospectus.</p>\n<p>The company recently reported a third-quarter net loss of $988 million, an increase of $366 million year over year. Grab said its revenue fell 9% year over year to $157 million, citing COVID-19-related lockdowns in Vietnam between July and September that affected its ride-hailing, or mobility, business. It also said the number of its monthly users was down 8% year over year because those lockdowns resulted in suspensions of both its ride-hailing and food-delivery businesses in Vietnam.</p>\n<p>However, the company touted a record $4 billion in gross merchandise value for the quarter, a 32% year-over-year increase, and said year-over-year gross billings rose 41% to $616 million, also a record high.</p>\n<p>Risk factors</p>\n<p>Besides Vietnam, Grab serves customers in Cambodia, Indonesia, Malaysia, Myanmar, the Philippines, Singapore and Thailand. Oey described a \"huge opportunity\" with a total addressable market of $180 billion in the company's core products of ride-hailing, delivery and payments.</p>\n<p>The company competes with other platforms as well as restaurants and stores that have their own delivery services. It bought Uber Technologies Inc.'s <a href=\"https://laohu8.com/S/UBER\">$(UBER)$</a> business in Southeast Asia in 2018, but its noncompete agreement with Uber expires in March 2023, or one year after Uber disposes of its entire stake in Grab, whichever is later. Another possible rival is Didi, which could enter the market after its noncompete with Grab expires.</p>\n<p>Like other gig companies, Grab considers its workers independent contractors. In its prospectus, the company mentions that governments in Southeast Asia have shown \"growing interest\" in the classification of Grab's drivers and delivery workers because of related developments elsewhere in the world. In the U.S. and Europe, governments and courts have battled gig companies over the worker-classification issue.</p>\n<p>Oey said there's a \"different backdrop in Southeast Asia\" when it comes to the issue, pointing to the region's many \"informal workers.\" He said that for nearly 50% of Grab's 5 million registered drivers, \"this is their first ability to earn something and make a decent living.\"</p>\n<p>\"For a lot of them, it's their first bank account,\" he added. \"A lot of them, it's their first access to steady employment.\"</p>\n<p>As for coronavirus-related risk, vaccination rates in Asia vary and, like what happened with the full shutdown in Vietnam over the summer, could materially affect Grab's businesses.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GRAB":"Grab Holdings"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2188951783","content_text":"Southeast Asia 'superapp' company tops $50 billion market cap in early trades, but then falls more than 20% lower after record fundraise and valuation for a SPAC deal\nAfter completing the richest deal yet for a special-purpose acquisition company, Grab Holdings Ltd. shares experienced an initial pop Thursday, their first day of trading in the U.S., but then slumped to a decline of more than 20%.\nShares of Grab (GRAB) opened on the Nasdaq at $13.06, up about 19% from Wednesday, when it was trading as the Altimeter Growth Group, the SPAC that took it public. The deal raised $4.5 billion at a valuation of more than $37 billion, according to DealLogic, which reported that the funds raised and valuation were both records for a SPAC.\nThe strong open gave Grab a market capitalization of about $51.6 billion, but as of 4 p.m. Eastern time, the stock was down more than 20% to $8.75.\nThe Singapore-based company makes a \"superapp\" offering ride-hailing, delivery and financial services in more than 400 cities in Southeast Asia. Grab's chief financial officer, Peter Oey, said in an interview with MarketWatch on Thursday that the company had its \"roughest patch\" in the third quarter ended Sept. 30 because of COVID-19-related shutdowns in Southeast Asia, especially Vietnam. But he pointed to continued expected growth and recovery, even as the company watches what happens with the new coronavirus variant, omicron.\n\"Our mobility business has been rising as lockdowns have been relaxed,\" he said. \"Our payments business also continues to grow. We're seeing all strong signs.\"\nOey also touted Grab's breadth and wide reach.\n\"Our superapp is so unique in Southeast Asia,\" he said. \"It's ride-hailing, food delivery, grocery delivery, last-mile delivery and a whole range of financial services products all in one app.\" He said the app \"touches [consumers] in their everyday lives.\"\nBackers of Grab, which was founded in 2012, include Didi Global Inc. $(DIDI)$, Toyota Motor Corp. (7203.TO) and SoftBank Group Corp.'s Vision Fund.\nGrab's financial picture\nGrab, like other ride-hailing and delivery app makers, has lost a lot of money since its founding in 2012: It had accumulated losses of $11.9 billion as of June 2021, according to its prospectus.\nThe company recently reported a third-quarter net loss of $988 million, an increase of $366 million year over year. Grab said its revenue fell 9% year over year to $157 million, citing COVID-19-related lockdowns in Vietnam between July and September that affected its ride-hailing, or mobility, business. It also said the number of its monthly users was down 8% year over year because those lockdowns resulted in suspensions of both its ride-hailing and food-delivery businesses in Vietnam.\nHowever, the company touted a record $4 billion in gross merchandise value for the quarter, a 32% year-over-year increase, and said year-over-year gross billings rose 41% to $616 million, also a record high.\nRisk factors\nBesides Vietnam, Grab serves customers in Cambodia, Indonesia, Malaysia, Myanmar, the Philippines, Singapore and Thailand. Oey described a \"huge opportunity\" with a total addressable market of $180 billion in the company's core products of ride-hailing, delivery and payments.\nThe company competes with other platforms as well as restaurants and stores that have their own delivery services. It bought Uber Technologies Inc.'s $(UBER)$ business in Southeast Asia in 2018, but its noncompete agreement with Uber expires in March 2023, or one year after Uber disposes of its entire stake in Grab, whichever is later. Another possible rival is Didi, which could enter the market after its noncompete with Grab expires.\nLike other gig companies, Grab considers its workers independent contractors. In its prospectus, the company mentions that governments in Southeast Asia have shown \"growing interest\" in the classification of Grab's drivers and delivery workers because of related developments elsewhere in the world. In the U.S. and Europe, governments and courts have battled gig companies over the worker-classification issue.\nOey said there's a \"different backdrop in Southeast Asia\" when it comes to the issue, pointing to the region's many \"informal workers.\" He said that for nearly 50% of Grab's 5 million registered drivers, \"this is their first ability to earn something and make a decent living.\"\n\"For a lot of them, it's their first bank account,\" he added. \"A lot of them, it's their first access to steady employment.\"\nAs for coronavirus-related risk, vaccination rates in Asia vary and, like what happened with the full shutdown in Vietnam over the summer, could materially affect Grab's businesses.","news_type":1},"isVote":1,"tweetType":1,"viewCount":164,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":875263385,"gmtCreate":1637658699041,"gmtModify":1637658770054,"author":{"id":"4091783136376870","authorId":"4091783136376870","name":"oklebs","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"[Cry]&nbsp;","listText":"[Cry]&nbsp;","text":"[Cry]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/875263385","repostId":"2185080784","repostType":2,"repost":{"id":"2185080784","pubTimestamp":1637638336,"share":"https://www.laohu8.com/m/news/2185080784?lang=&edition=full","pubTime":"2021-11-23 11:32","market":"us","language":"en","title":"Alibaba Slides Toward Record Low While Investors Bet on JD.com","url":"https://stock-news.laohu8.com/highlight/detail?id=2185080784","media":"Bloomberg","summary":"H.K.-listed shares of Alibaba have erased 15% October bounce\nBrokerages see JD.com as a buy with bet","content":"<ul>\n <li>H.K.-listed shares of Alibaba have erased 15% October bounce</li>\n <li>Brokerages see JD.com as a buy with better much profitability</li>\n</ul>\n<p>Alibaba Group Holding Ltd.’s October rally has given way to a renewed slump that has the stock heading for a record low while technology rival JD.com Inc. is extending its recovery and winning favor with analysts.</p>\n<p>Deutsche Bank AG’s Leo Chiang cut his target price for Alibaba’s Hong Kong stock by almost 4% on Monday, citing “near-term challenges,” while raising his target for JD.com by 16%, noting “resilient growth amid macro uncertainties.”</p>\n<p>Morningstar Inc.’s Chelsey Tam echoed similar views in a Nov. 19 note, arguing that “Alibaba’s challenges go beyond the economic cycle” and that JD.com offers “more clarity on the long-term margin improvement.”</p>\n<p><img src=\"https://static.tigerbbs.com/18eb1851c835a1968c95c35eac6ff18a\" tg-width=\"1200\" tg-height=\"675\" width=\"100%\" height=\"auto\"></p>\n<p>Alibaba shares were down 3% at HK$132.90 at 11:06 a.m. in Hong Kong on Tuesday, taking their decline to 18% this month and more than wiping out all of October’s gains. While JD.com was also down on the day, in line with the wider market, it is up about 46% from its August low.</p>\n<p>Chinese tech shares including Alibaba fell on Tuesday. The Hang Seng Tech Index was down as much as 2%.</p>","source":"lsy1584095487587","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>Alibaba Slides Toward Record Low While Investors Bet on JD.com</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba Slides Toward Record Low While Investors Bet on JD.com\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-23 11:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2021-11-23/alibaba-slides-toward-record-low-while-investors-bet-on-jd-com?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>H.K.-listed shares of Alibaba have erased 15% October bounce\nBrokerages see JD.com as a buy with better much profitability\n\nAlibaba Group Holding Ltd.’s October rally has given way to a renewed slump ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2021-11-23/alibaba-slides-toward-record-low-while-investors-bet-on-jd-com?srnd=premium-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09618":"京东集团-SW","JD":"京东","BABA":"阿里巴巴","09988":"阿里巴巴-SW"},"source_url":"https://www.bloomberg.com/news/articles/2021-11-23/alibaba-slides-toward-record-low-while-investors-bet-on-jd-com?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2185080784","content_text":"H.K.-listed shares of Alibaba have erased 15% October bounce\nBrokerages see JD.com as a buy with better much profitability\n\nAlibaba Group Holding Ltd.’s October rally has given way to a renewed slump that has the stock heading for a record low while technology rival JD.com Inc. is extending its recovery and winning favor with analysts.\nDeutsche Bank AG’s Leo Chiang cut his target price for Alibaba’s Hong Kong stock by almost 4% on Monday, citing “near-term challenges,” while raising his target for JD.com by 16%, noting “resilient growth amid macro uncertainties.”\nMorningstar Inc.’s Chelsey Tam echoed similar views in a Nov. 19 note, arguing that “Alibaba’s challenges go beyond the economic cycle” and that JD.com offers “more clarity on the long-term margin improvement.”\n\nAlibaba shares were down 3% at HK$132.90 at 11:06 a.m. in Hong Kong on Tuesday, taking their decline to 18% this month and more than wiping out all of October’s gains. While JD.com was also down on the day, in line with the wider market, it is up about 46% from its August low.\nChinese tech shares including Alibaba fell on Tuesday. The Hang Seng Tech Index was down as much as 2%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":243,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}