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Racheling89
Racheling89
·
2021-12-20
Strong buy!!! 💪🏻💪🏻
Sea Stock: Down 43% From Its High, is a Buy Now?<blockquote>Sea股票：较高点下跌43%，现在值得买入吗？</blockquote>
Summary Sea Limited stock has been battered recently as growth stocks sold off massively in the mar
Sea Stock: Down 43% From Its High, is a Buy Now?<blockquote>Sea股票：较高点下跌43%，现在值得买入吗？</blockquote>
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Racheling89
Racheling89
·
2021-11-11
To the moon!!!
非常抱歉，此主贴已删除
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Racheling89
Racheling89
·
2021-08-16
prepare your $$$
U.S. stock market opens lower Monday amid weak China demand, spread of delta variant<blockquote>由于中国需求疲软和德尔塔变异毒株蔓延，美国股市周一低开</blockquote>
(Aug 16) U.S. stock market opens lower Monday amid weak China demand, spread of delta variant. Dow,
U.S. stock market opens lower Monday amid weak China demand, spread of delta variant<blockquote>由于中国需求疲软和德尔塔变异毒株蔓延，美国股市周一低开</blockquote>
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Racheling89
Racheling89
·
2021-08-12
Agree!!! Please like
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Racheling89
Racheling89
·
2021-08-11
Nice~ please help to like~ thanks!
BioCryst shares jumped 10.49% in premarket trading,as withdrawing previous stock offering.<blockquote>由于撤回了之前的股票发行，BioCryst股价在盘前交易中上涨10.49%。</blockquote>
BioCryst shares jumped 10.49% in premarket trading,as withdrawing previous stock offering. BioCryst
BioCryst shares jumped 10.49% in premarket trading,as withdrawing previous stock offering.<blockquote>由于撤回了之前的股票发行，BioCryst股价在盘前交易中上涨10.49%。</blockquote>
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Racheling89
Racheling89
·
2021-08-11
$CrowdStrike Holdings, Inc.(CRWD)$
Yeah!
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Racheling89
Racheling89
·
2021-08-11
Let’s hope it drops more to buy in!!
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Racheling89
Racheling89
·
2021-08-04
$CrowdStrike Holdings, Inc.(CRWD)$
Holding for long term
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Racheling89
Racheling89
·
2021-08-04
Nvax is running pre-market!!! Please like 👍🏻
3 COVID Stocks That Could Soar Higher<blockquote>3只可能飙升的新冠股票</blockquote>
Here's why Pfizer, Inari Medical, and Novavax shares might be more valuable in 2021. Key Points Pfi
3 COVID Stocks That Could Soar Higher<blockquote>3只可能飙升的新冠股票</blockquote>
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Racheling89
Racheling89
·
2021-06-29
Vested in Nio! Let’s see Nio in the next 5-10 years!
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💪🏻💪🏻","listText":"Strong buy!!! 💪🏻💪🏻","text":"Strong buy!!! 💪🏻💪🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693163611","repostId":"1109541249","repostType":2,"repost":{"id":"1109541249","kind":"news","pubTimestamp":1639972523,"share":"https://www.laohu8.com/m/news/1109541249?lang=zh_CN&edition=full","pubTime":"2021-12-20 11:55","market":"us","language":"en","title":"Sea Stock: Down 43% From Its High, is a Buy Now?<blockquote>Sea股票：较高点下跌43%，现在值得买入吗？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1109541249","media":"Seeking Alpha","summary":"Summary\n\nSea Limited stock has been battered recently as growth stocks sold off massively in the mar","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul> <li>Sea Limited stock has been battered recently as growth stocks sold off massively in the market.</li> <li>However, we believe that the fundamental thesis on its rapid growth remains robust.</li> <li>We discuss why investors should capitalize on its recent significant correction to add exposure.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa5cbe0a30acc723a2c6f62300024002\" tg-width=\"1536\" tg-height=\"1024\" referrerpolicy=\"no-referrer\"><span>kokkai/iStock Unreleased via Getty Images</span></p><p><blockquote><ul><li>由于成长型股票在市场上大量抛售，Sea Limited的股票最近遭受重创。</li><li>然而，我们认为其快速增长的基本论点仍然强劲。</li><li>我们讨论了为什么投资者应该利用其最近的重大调整来增加风险敞口。</li></ul><p class=\"t-img-caption\"><span>kokkai/iStock未通过Getty Images发布</span></p></blockquote></p><p> <b>Investment Thesis</b></p><p><blockquote><b>投资论文</b></blockquote></p><p> Sea Limited(NYSE:SE) stock is one of our highest conviction growth stocks that has been severely battered over the last month. Since its recent all-time high (ATH) in October, its price has dropped by a dramatic 43%. Many reasons have been presented on why the stock has fallen. We exhort investors not to read too much into them. We believe nothing material has changed from its fundamental thesis. The stock has had a remarkable run in 2021 relative to its gaming peers or e-tailer peers. Therefore, profit-taking of this extent should not be surprising as fear struck growth stocks.</p><p><blockquote>Sea Limited（纽约证券交易所股票代码：SE）股票是我们最有信心的成长型股票之一，但在上个月遭受了严重打击。自10月份创下历史新高(ATH)以来，其价格已大幅下跌43%。关于该股下跌的原因有很多。我们敦促投资者不要对他们解读太多。我们认为它的基本论点没有任何实质性的改变。相对于游戏同行或电子零售商同行，该股在2021年表现出色。因此，随着恐惧袭击成长型股票，这种程度的获利了结并不令人意外。</blockquote></p><p> Moreover, the recent significant correction in growth stocks across the market has also hit SE stock hard. But, we are not concerned. Significant volatility will always be a factor influencing the performance of growth stocks like SE in the short term.</p><p><blockquote>此外，近期全市场成长股的大幅回调也重创了SE股。但是，我们并不担心。短期内，大幅波动始终是影响SE等成长型股票表现的一个因素。</blockquote></p><p> Notably, we observed that the consensus target price on SE stock had been revised upwards since its FQ3 report card. Moreover, the gap between its price target and its current stock price has been greater than its last significant correction in April/May.</p><p><blockquote>值得注意的是，我们观察到，自第三季度成绩单以来，SE股票的共识目标价已向上修正。此外，其目标价与当前股价之间的差距已大于4月/5月上次大幅调整。</blockquote></p><p> Our internal DCF valuation model also points to a stock that is now significantly undervalued. Thanks to the market's myopia, we have been presented with another fantastic opportunity since April/May to add SE stock with great fervor again.</p><p><blockquote>我们的内部DCF估值模型也指向一只目前被严重低估的股票。由于市场的短视，自4月/5月以来，我们又迎来了一个绝佳的机会，再次以极大的热情增持SE股票。</blockquote></p><p> We discuss why we think investors should not miss this incredible opportunity to add exposure to an outstanding growth stock.</p><p><blockquote>我们讨论了为什么我们认为投资者不应该错过这个增加对优秀成长型股票投资的绝佳机会。</blockquote></p><p> <b>SE Stock YTD Performance</b></p><p><blockquote><b>SE股票年初至今表现</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6c191d1f0f6a10e392845cdbda1264aa\" tg-width=\"640\" tg-height=\"331\" referrerpolicy=\"no-referrer\"><span>SE stock YTD performance (as of 17 December'21).</span></p><p><blockquote><p class=\"t-img-caption\"><span>SE股票年初至今表现（截至21年12月17日）。</span></p></blockquote></p><p> As a result of the significant correction recently, SE stock's YTD return has dropped to 6.9%, thus underperforming the market. Notably, its YTD gain was as high as 80% in October/early November. Despite that, the stock is still outperforming its e-tailer and gaming peers, as shown above.</p><p><blockquote>由于近期大幅调整，SE股票年初至今的回报率已降至6.9%，表现逊于大盘。值得注意的是，10月/11月初，其年初至今涨幅高达80%。尽管如此，该股的表现仍然优于电子零售商和游戏同行，如上所示。</blockquote></p><p> <b>Sea Stock Estimates Have Consistently Been Revised Upwards</b></p><p><blockquote><b>海洋库存估计不断上调</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8555128e2a30e924dd6c2dd162a27eea\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><span>Sea Limited revised revenue mean consensus estimates. Data source: S&P Capital IQ, Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>Sea Limited修正后的收入平均共识估计。数据来源：S&P Capital IQ、Seeking Alpha</span></p></blockquote></p><p> Readers can quickly observe that the company's revenue consensus estimates for FY21-23 have consistently been revised upwards over the last five months. These revisions lend credence to the robust growth prospects of the company over the next two years. Notably, Sea Limited's revenue is estimated to increase at a phenomenal CAGR of 42.8% through FY23.</p><p><blockquote>读者可以很快观察到，该公司对2021-23财年的收入共识预期在过去五个月中一直在上调。这些修正为公司未来两年的强劲增长前景增添了信心。值得注意的是，Sea Limited的收入预计将通过2023财年以42.8%的惊人复合年增长率增长。</blockquote></p><p> There were concerns over the growth rates of its Garena gaming arm in its FQ3 report card.We also explained in our previous article that Sea Limited has clearly explained that investors should expect normalization in Garena's growth after two spectacular years. However, its monetization capability continues to dazzle. Therefore, we are confident that Garena can continue its robust monetization strategies moving forward.</p><p><blockquote>人们对其第三季度成绩单中Garena游戏部门的增长率感到担忧。我们在上一篇文章中还解释说，Sea Limited已经明确解释说，投资者应该预计Garena的增长在经历了两年的辉煌之后将正常化。然而，其变现能力继续令人眼花缭乱。因此，我们相信Garena能够继续其稳健的货币化战略。</blockquote></p><p> Moreover, data from Sensor Tower's recent gaming statistics continue to point to sturdy performance from its Free Fire game. It continues to be ranked among the top ten mobile games in terms of overall gaming revenue in November. Moreover, it's also ranked#2 in overall downloadsacross both the App Store and Google Play. Notably, it's also among eight games globally whose annual revenue crossed $1B as of 14 December. Therefore, we think the sentiments and chatter about Free Fire's \"one-shot wonder\" have been overblown.</p><p><blockquote>此外，Sensor Tower最近的游戏统计数据继续表明其Free Fire游戏的强劲性能。继续位列11月整体游戏收入排名前十的手游。此外，它在App Store和Google Play的总下载量中也排名第二。值得注意的是，截至12月14日，它也是全球年收入超过10亿美元的八款游戏之一。因此，我们认为关于Free Fire的“一次性奇迹”的情绪和喋喋不休被夸大了。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/51247ba1efd7fa6d333b482446e94c9a\" tg-width=\"515\" tg-height=\"380\" referrerpolicy=\"no-referrer\"><span>Global games market forecast. Source: Google, Newzoo</span></p><p><blockquote><p class=\"t-img-caption\"><span>全球游戏市场预测。资料来源：谷歌、Newzoo</span></p></blockquote></p><p></p><p> In addition, the global gaming market is estimated to experience a slight decline to $175.8B after last year's massive 23% growth to $177.8B. However, given Garena's impressive growth in FY21 despite the decline in the global market, we believe it validates its business model and prospects. Notably, the gaming market is expected to reverse its decline moving forward. Therefore, Garena's leadership in mobile gaming could continue to propel its growth underpinned by the recovery in the global gaming market.</p><p><blockquote>此外，全球游戏市场在去年大幅增长23%至$177.8 B后，预计将小幅下降至$175.8 B。然而，尽管全球市场下滑，但鉴于Garena在21财年仍取得了令人印象深刻的增长，我们相信它验证了其商业模式和前景。值得注意的是，游戏市场预计将扭转未来的颓势。因此，在全球游戏市场复苏的支持下，Garena在移动游戏领域的领导地位可能会继续推动其增长。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0a0612da9a19f7b7198d43213b4f4470\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><span>Shopee adjusted EBITDA per order. Data source: Company filings</span></p><p><blockquote><p class=\"t-img-caption\"><span>Shopee调整了每个订单的EBITDA。数据来源：公司备案</span></p></blockquote></p><p> But, some investors may have been spooked by Shopee's (Sea Limited's e-commerce arm) continued expansion into new geographical markets. Notably, Shopee continues to report adjusted EBITDA loss per order, as shown above. Therefore, some investors might have been concerned about whether the company's plate is getting too much to handle. Over the last three months, the company has entered into new markets such as India, France, Spain, and Poland. They are in addition to its battle with MercadoLibre (MELI) in Latin America, particularly Brazil. As a result, there are concerns on whether Sea Limited could continue its adroit execution in these markets while still making losses. We believe such concerns are valid. However, Sea Limited has shown its tremendous capability in penetrating the most important markets where the incumbents have strong leadership. It includes Lazada (BABA) in Southeast Asia, MercadoLibre in Brazil, and Tokopedia in Indonesia. Shopee was never the first-mover. But, it took advantage as the \"late-comer\" as it sought to compete with the incumbents. It's important to note that Sea Limited is not averse to competition. It has thrived against the incumbents and has made the e-commerce space in these geographical regions much more competitive.</p><p><blockquote>但是，一些投资者可能被Shopee（Sea Limited的电子商务部门）向新地理市场的持续扩张吓坏了。值得注意的是，Shopee继续报告每个订单调整后的EBITDA损失，如上所示。因此，一些投资者可能会担心该公司的盘子是否太大而无法处理。在过去的三个月里，该公司进入了印度、法国、西班牙和波兰等新市场。除此之外，它还在拉丁美洲，尤其是巴西与MercadoLibre(MELI)展开了战斗。因此，人们担心Sea Limited能否在亏损的同时继续在这些市场娴熟地执行任务。我们认为这种担忧是有道理的。然而，Sea Limited在渗透现有企业拥有强大领导力的最重要市场方面表现出了巨大的能力。其中包括东南亚的Lazada（BABA）、巴西的MercadoLibre和印度尼西亚的Tokopedia。Shopee从来都不是先行者。但是，它利用了“后来者”的优势，试图与现有企业竞争。值得注意的是，Sea Limited并不反对竞争。它在与现有企业的竞争中蓬勃发展，并使这些地理区域的电子商务空间更具竞争力。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/80938433e2d55307ca40000eeea2a26f\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><span>Sea Limited revised adjusted EPS mean consensus estimates. Data source: S&P Capital IQ, Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>Sea Limited修订后的调整后每股收益均值共识估计。数据来源：S&P Capital IQ、Seeking Alpha</span></p></blockquote></p><p> Nevertheless, the road towards profitability might be stretched further due to its e-commerce expansion. Readers can quickly glance over the chart above, where its adjusted EPS estimates have been revised downwards through FY23 over the last five months. However, we believe that if you are a long-term investor with a five-year horizon at least, it's not a cause for concern. Earlier investors in Sea Limited can keenly recall the company's massive adjusted EBITDA per order losses, as seen in the previous chart. Shopee has scaled tremendously over the last five years and has improved its operating leverage further. But, it's important to note that it takes time to scale up. Therefore, earlier losses in new geographical markets are expected. But, management has demonstrated its execution capability over the last three years. Considering its much reduced adjusted EBITDA losses over the previous few years, we believe that Shopee is even better positioned than before to navigate its expansion.</p><p><blockquote>然而，由于其电子商务的扩张，盈利之路可能会进一步延伸。读者可以快速浏览上图，其中2023财年在过去五个月中下调了调整后的每股收益预期。然而，我们认为，如果您是至少有五年投资期限的长期投资者，则无需担心。Sea Limited的早期投资者可以敏锐地回忆起该公司每订单调整后EBITDA的巨大损失，如上图所示。Shopee在过去五年中规模巨大，并进一步提高了其运营杠杆。但是，值得注意的是，扩大规模需要时间。因此，预计新地理市场将出现较早亏损。但是，管理层在过去三年中展示了其执行能力。考虑到过去几年调整后EBITDA亏损大幅减少，我们认为Shopee比以前更有能力应对扩张。</blockquote></p><p> <b>So, is SE Stock a Buy Now?</b></p><p><blockquote><b>那么，SE股票现在值得买入吗？</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3dbc835e49ded8a7a0e5f4fcc9e10649\" tg-width=\"640\" tg-height=\"384\" referrerpolicy=\"no-referrer\"><span>SE stock EV/NTM Revenue 4Y mean.</span></p><p><blockquote><p class=\"t-img-caption\"><span>SE股票EV/NTM收入4年平均值。</span></p></blockquote></p><p> SE stock is trading at an EV/NTM Revenue of 8.3x. Therefore, it has brought it back to its 4Y NTM revenue multiple mean of 8.6x. We believe there's a fantastic opportunity right now as the market has undoubtedly overreacted. As demonstrated clearly, SE is still expected to generate massive revenue growth moving ahead, even though it means the road to profitability gets further extended.</p><p><blockquote>SE股票的EV/NTM收入为8.3倍。因此，它已将其恢复到4年NTM收入倍数平均值8.6倍。我们相信现在有一个绝佳的机会，因为市场无疑反应过度了。正如清楚表明的那样，SE仍有望在未来产生巨大的收入增长，尽管这意味着盈利之路将进一步延长。</blockquote></p><p> Considering its FY23 revenue estimate, SE stock is trading at just 5.8x FY23 revenue. No one can accurately predict where the stock will be headed over the next few months. But, we think it represents a tremendous opportunity right now.</p><p><blockquote>考虑到2023财年的收入预期，SE股票的交易价格仅为2023财年收入的5.8倍。没有人能够准确预测该股未来几个月的走势。但是，我们认为这现在代表着一个巨大的机会。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3bea18a0bdfd970ea640308dc35e099c\" tg-width=\"635\" tg-height=\"362\" referrerpolicy=\"no-referrer\"><span>SE stock price target Vs. actual price trend. Source: Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>SE股价目标与实际价格趋势。资料来源：寻求阿尔法</span></p></blockquote></p><p></p><p> Moreover, readers can observe that the valuation gap between SE stock's consensus price target (PT) of $405.87 and its current price has never been more significant in a while. It's even more pronounced than its last significant correction in April/May. Notably, the consensus price target has been revised upwards despite the so-called \"gaming headwinds.\" And, if you look at the price chart, SE stock price has followed the revised PT trend very consistently over time. Therefore, the current price could be one of the most significant discounts you could observe in a long time.</p><p><blockquote>此外，读者可以观察到，SE股票405.87美元的共识目标价(PT)与其当前价格之间的估值差距从未如此显着。这甚至比4月/5月的上一次大幅调整更加明显。值得注意的是，尽管存在所谓的“博弈阻力”，但共识价格目标仍被上调。而且，如果您查看价格图表，您会发现SE股价随着时间的推移非常一致地遵循修订后的PT趋势。因此，当前价格可能是您在很长一段时间内观察到的最显着的折扣之一。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/939a544ab94c9e2a2b8a6db943703b39\" tg-width=\"910\" tg-height=\"602\" referrerpolicy=\"no-referrer\"><span>SE stock DCF valuation model. Data source: S&P Capital IQ, company filings, author</span></p><p><blockquote><p class=\"t-img-caption\"><span>SE股票DCF估值模型。数据来源：S&P Capital IQ，公司文件，作者</span></p></blockquote></p><p> Our DCF model also shows that SE stock is now significantly undervalued with an implied fair value of $371.46. We have also used reasonable estimates in our model. Moreover, we believe that SE will continue to gain significant operating leverage as it scales in the new markets. We estimate that its adjusted EBITDA margins could reach 15% by FY25.</p><p><blockquote>我们的DCF模型还显示，SE股票目前被严重低估，隐含公允价值为371.46美元。我们在模型中也使用了合理的估计。此外，我们相信，随着SE在新市场的扩大规模，它将继续获得巨大的运营杠杆。我们估计，到2025财年，其调整后EBITDA利润率可能达到15%。</blockquote></p><p> Lastly, the stock is also testing a critical support level that has strongly underpinned the stock's advance since early 2021. Therefore, there are sufficient reasons to believe that the current entry point to add exposure to SE stock seems very attractive now.</p><p><blockquote>最后，该股还在测试关键支撑位，该支撑位自2021年初以来有力支撑了该股的上涨。因此，有足够的理由相信，目前增加SE股票敞口的切入点现在看来非常有吸引力。</blockquote></p><p> Consequently,<i>we revise our rating on SE stock to Strong Buy</i>.</p><p><blockquote>因此，<i>我们将SE股票评级修改为强力买入</i>.</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Sea Stock: Down 43% From Its High, is a Buy Now?<blockquote>Sea股票：较高点下跌43%，现在值得买入吗？</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSea Stock: Down 43% From Its High, is a Buy Now?<blockquote>Sea股票：较高点下跌43%，现在值得买入吗？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-12-20 11:55</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul> <li>Sea Limited stock has been battered recently as growth stocks sold off massively in the market.</li> <li>However, we believe that the fundamental thesis on its rapid growth remains robust.</li> <li>We discuss why investors should capitalize on its recent significant correction to add exposure.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa5cbe0a30acc723a2c6f62300024002\" tg-width=\"1536\" tg-height=\"1024\" referrerpolicy=\"no-referrer\"><span>kokkai/iStock Unreleased via Getty Images</span></p><p><blockquote><ul><li>由于成长型股票在市场上大量抛售，Sea Limited的股票最近遭受重创。</li><li>然而，我们认为其快速增长的基本论点仍然强劲。</li><li>我们讨论了为什么投资者应该利用其最近的重大调整来增加风险敞口。</li></ul><p class=\"t-img-caption\"><span>kokkai/iStock未通过Getty Images发布</span></p></blockquote></p><p> <b>Investment Thesis</b></p><p><blockquote><b>投资论文</b></blockquote></p><p> Sea Limited(NYSE:SE) stock is one of our highest conviction growth stocks that has been severely battered over the last month. Since its recent all-time high (ATH) in October, its price has dropped by a dramatic 43%. Many reasons have been presented on why the stock has fallen. We exhort investors not to read too much into them. We believe nothing material has changed from its fundamental thesis. The stock has had a remarkable run in 2021 relative to its gaming peers or e-tailer peers. Therefore, profit-taking of this extent should not be surprising as fear struck growth stocks.</p><p><blockquote>Sea Limited（纽约证券交易所股票代码：SE）股票是我们最有信心的成长型股票之一，但在上个月遭受了严重打击。自10月份创下历史新高(ATH)以来，其价格已大幅下跌43%。关于该股下跌的原因有很多。我们敦促投资者不要对他们解读太多。我们认为它的基本论点没有任何实质性的改变。相对于游戏同行或电子零售商同行，该股在2021年表现出色。因此，随着恐惧袭击成长型股票，这种程度的获利了结并不令人意外。</blockquote></p><p> Moreover, the recent significant correction in growth stocks across the market has also hit SE stock hard. But, we are not concerned. Significant volatility will always be a factor influencing the performance of growth stocks like SE in the short term.</p><p><blockquote>此外，近期全市场成长股的大幅回调也重创了SE股。但是，我们并不担心。短期内，大幅波动始终是影响SE等成长型股票表现的一个因素。</blockquote></p><p> Notably, we observed that the consensus target price on SE stock had been revised upwards since its FQ3 report card. Moreover, the gap between its price target and its current stock price has been greater than its last significant correction in April/May.</p><p><blockquote>值得注意的是，我们观察到，自第三季度成绩单以来，SE股票的共识目标价已向上修正。此外，其目标价与当前股价之间的差距已大于4月/5月上次大幅调整。</blockquote></p><p> Our internal DCF valuation model also points to a stock that is now significantly undervalued. Thanks to the market's myopia, we have been presented with another fantastic opportunity since April/May to add SE stock with great fervor again.</p><p><blockquote>我们的内部DCF估值模型也指向一只目前被严重低估的股票。由于市场的短视，自4月/5月以来，我们又迎来了一个绝佳的机会，再次以极大的热情增持SE股票。</blockquote></p><p> We discuss why we think investors should not miss this incredible opportunity to add exposure to an outstanding growth stock.</p><p><blockquote>我们讨论了为什么我们认为投资者不应该错过这个增加对优秀成长型股票投资的绝佳机会。</blockquote></p><p> <b>SE Stock YTD Performance</b></p><p><blockquote><b>SE股票年初至今表现</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6c191d1f0f6a10e392845cdbda1264aa\" tg-width=\"640\" tg-height=\"331\" referrerpolicy=\"no-referrer\"><span>SE stock YTD performance (as of 17 December'21).</span></p><p><blockquote><p class=\"t-img-caption\"><span>SE股票年初至今表现（截至21年12月17日）。</span></p></blockquote></p><p> As a result of the significant correction recently, SE stock's YTD return has dropped to 6.9%, thus underperforming the market. Notably, its YTD gain was as high as 80% in October/early November. Despite that, the stock is still outperforming its e-tailer and gaming peers, as shown above.</p><p><blockquote>由于近期大幅调整，SE股票年初至今的回报率已降至6.9%，表现逊于大盘。值得注意的是，10月/11月初，其年初至今涨幅高达80%。尽管如此，该股的表现仍然优于电子零售商和游戏同行，如上所示。</blockquote></p><p> <b>Sea Stock Estimates Have Consistently Been Revised Upwards</b></p><p><blockquote><b>海洋库存估计不断上调</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8555128e2a30e924dd6c2dd162a27eea\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><span>Sea Limited revised revenue mean consensus estimates. Data source: S&P Capital IQ, Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>Sea Limited修正后的收入平均共识估计。数据来源：S&P Capital IQ、Seeking Alpha</span></p></blockquote></p><p> Readers can quickly observe that the company's revenue consensus estimates for FY21-23 have consistently been revised upwards over the last five months. These revisions lend credence to the robust growth prospects of the company over the next two years. Notably, Sea Limited's revenue is estimated to increase at a phenomenal CAGR of 42.8% through FY23.</p><p><blockquote>读者可以很快观察到，该公司对2021-23财年的收入共识预期在过去五个月中一直在上调。这些修正为公司未来两年的强劲增长前景增添了信心。值得注意的是，Sea Limited的收入预计将通过2023财年以42.8%的惊人复合年增长率增长。</blockquote></p><p> There were concerns over the growth rates of its Garena gaming arm in its FQ3 report card.We also explained in our previous article that Sea Limited has clearly explained that investors should expect normalization in Garena's growth after two spectacular years. However, its monetization capability continues to dazzle. Therefore, we are confident that Garena can continue its robust monetization strategies moving forward.</p><p><blockquote>人们对其第三季度成绩单中Garena游戏部门的增长率感到担忧。我们在上一篇文章中还解释说，Sea Limited已经明确解释说，投资者应该预计Garena的增长在经历了两年的辉煌之后将正常化。然而，其变现能力继续令人眼花缭乱。因此，我们相信Garena能够继续其稳健的货币化战略。</blockquote></p><p> Moreover, data from Sensor Tower's recent gaming statistics continue to point to sturdy performance from its Free Fire game. It continues to be ranked among the top ten mobile games in terms of overall gaming revenue in November. Moreover, it's also ranked#2 in overall downloadsacross both the App Store and Google Play. Notably, it's also among eight games globally whose annual revenue crossed $1B as of 14 December. Therefore, we think the sentiments and chatter about Free Fire's \"one-shot wonder\" have been overblown.</p><p><blockquote>此外，Sensor Tower最近的游戏统计数据继续表明其Free Fire游戏的强劲性能。继续位列11月整体游戏收入排名前十的手游。此外，它在App Store和Google Play的总下载量中也排名第二。值得注意的是，截至12月14日，它也是全球年收入超过10亿美元的八款游戏之一。因此，我们认为关于Free Fire的“一次性奇迹”的情绪和喋喋不休被夸大了。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/51247ba1efd7fa6d333b482446e94c9a\" tg-width=\"515\" tg-height=\"380\" referrerpolicy=\"no-referrer\"><span>Global games market forecast. Source: Google, Newzoo</span></p><p><blockquote><p class=\"t-img-caption\"><span>全球游戏市场预测。资料来源：谷歌、Newzoo</span></p></blockquote></p><p></p><p> In addition, the global gaming market is estimated to experience a slight decline to $175.8B after last year's massive 23% growth to $177.8B. However, given Garena's impressive growth in FY21 despite the decline in the global market, we believe it validates its business model and prospects. Notably, the gaming market is expected to reverse its decline moving forward. Therefore, Garena's leadership in mobile gaming could continue to propel its growth underpinned by the recovery in the global gaming market.</p><p><blockquote>此外，全球游戏市场在去年大幅增长23%至$177.8 B后，预计将小幅下降至$175.8 B。然而，尽管全球市场下滑，但鉴于Garena在21财年仍取得了令人印象深刻的增长，我们相信它验证了其商业模式和前景。值得注意的是，游戏市场预计将扭转未来的颓势。因此，在全球游戏市场复苏的支持下，Garena在移动游戏领域的领导地位可能会继续推动其增长。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0a0612da9a19f7b7198d43213b4f4470\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><span>Shopee adjusted EBITDA per order. Data source: Company filings</span></p><p><blockquote><p class=\"t-img-caption\"><span>Shopee调整了每个订单的EBITDA。数据来源：公司备案</span></p></blockquote></p><p> But, some investors may have been spooked by Shopee's (Sea Limited's e-commerce arm) continued expansion into new geographical markets. Notably, Shopee continues to report adjusted EBITDA loss per order, as shown above. Therefore, some investors might have been concerned about whether the company's plate is getting too much to handle. Over the last three months, the company has entered into new markets such as India, France, Spain, and Poland. They are in addition to its battle with MercadoLibre (MELI) in Latin America, particularly Brazil. As a result, there are concerns on whether Sea Limited could continue its adroit execution in these markets while still making losses. We believe such concerns are valid. However, Sea Limited has shown its tremendous capability in penetrating the most important markets where the incumbents have strong leadership. It includes Lazada (BABA) in Southeast Asia, MercadoLibre in Brazil, and Tokopedia in Indonesia. Shopee was never the first-mover. But, it took advantage as the \"late-comer\" as it sought to compete with the incumbents. It's important to note that Sea Limited is not averse to competition. It has thrived against the incumbents and has made the e-commerce space in these geographical regions much more competitive.</p><p><blockquote>但是，一些投资者可能被Shopee（Sea Limited的电子商务部门）向新地理市场的持续扩张吓坏了。值得注意的是，Shopee继续报告每个订单调整后的EBITDA损失，如上所示。因此，一些投资者可能会担心该公司的盘子是否太大而无法处理。在过去的三个月里，该公司进入了印度、法国、西班牙和波兰等新市场。除此之外，它还在拉丁美洲，尤其是巴西与MercadoLibre(MELI)展开了战斗。因此，人们担心Sea Limited能否在亏损的同时继续在这些市场娴熟地执行任务。我们认为这种担忧是有道理的。然而，Sea Limited在渗透现有企业拥有强大领导力的最重要市场方面表现出了巨大的能力。其中包括东南亚的Lazada（BABA）、巴西的MercadoLibre和印度尼西亚的Tokopedia。Shopee从来都不是先行者。但是，它利用了“后来者”的优势，试图与现有企业竞争。值得注意的是，Sea Limited并不反对竞争。它在与现有企业的竞争中蓬勃发展，并使这些地理区域的电子商务空间更具竞争力。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/80938433e2d55307ca40000eeea2a26f\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><span>Sea Limited revised adjusted EPS mean consensus estimates. Data source: S&P Capital IQ, Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>Sea Limited修订后的调整后每股收益均值共识估计。数据来源：S&P Capital IQ、Seeking Alpha</span></p></blockquote></p><p> Nevertheless, the road towards profitability might be stretched further due to its e-commerce expansion. Readers can quickly glance over the chart above, where its adjusted EPS estimates have been revised downwards through FY23 over the last five months. However, we believe that if you are a long-term investor with a five-year horizon at least, it's not a cause for concern. Earlier investors in Sea Limited can keenly recall the company's massive adjusted EBITDA per order losses, as seen in the previous chart. Shopee has scaled tremendously over the last five years and has improved its operating leverage further. But, it's important to note that it takes time to scale up. Therefore, earlier losses in new geographical markets are expected. But, management has demonstrated its execution capability over the last three years. Considering its much reduced adjusted EBITDA losses over the previous few years, we believe that Shopee is even better positioned than before to navigate its expansion.</p><p><blockquote>然而，由于其电子商务的扩张，盈利之路可能会进一步延伸。读者可以快速浏览上图，其中2023财年在过去五个月中下调了调整后的每股收益预期。然而，我们认为，如果您是至少有五年投资期限的长期投资者，则无需担心。Sea Limited的早期投资者可以敏锐地回忆起该公司每订单调整后EBITDA的巨大损失，如上图所示。Shopee在过去五年中规模巨大，并进一步提高了其运营杠杆。但是，值得注意的是，扩大规模需要时间。因此，预计新地理市场将出现较早亏损。但是，管理层在过去三年中展示了其执行能力。考虑到过去几年调整后EBITDA亏损大幅减少，我们认为Shopee比以前更有能力应对扩张。</blockquote></p><p> <b>So, is SE Stock a Buy Now?</b></p><p><blockquote><b>那么，SE股票现在值得买入吗？</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3dbc835e49ded8a7a0e5f4fcc9e10649\" tg-width=\"640\" tg-height=\"384\" referrerpolicy=\"no-referrer\"><span>SE stock EV/NTM Revenue 4Y mean.</span></p><p><blockquote><p class=\"t-img-caption\"><span>SE股票EV/NTM收入4年平均值。</span></p></blockquote></p><p> SE stock is trading at an EV/NTM Revenue of 8.3x. Therefore, it has brought it back to its 4Y NTM revenue multiple mean of 8.6x. We believe there's a fantastic opportunity right now as the market has undoubtedly overreacted. As demonstrated clearly, SE is still expected to generate massive revenue growth moving ahead, even though it means the road to profitability gets further extended.</p><p><blockquote>SE股票的EV/NTM收入为8.3倍。因此，它已将其恢复到4年NTM收入倍数平均值8.6倍。我们相信现在有一个绝佳的机会，因为市场无疑反应过度了。正如清楚表明的那样，SE仍有望在未来产生巨大的收入增长，尽管这意味着盈利之路将进一步延长。</blockquote></p><p> Considering its FY23 revenue estimate, SE stock is trading at just 5.8x FY23 revenue. No one can accurately predict where the stock will be headed over the next few months. But, we think it represents a tremendous opportunity right now.</p><p><blockquote>考虑到2023财年的收入预期，SE股票的交易价格仅为2023财年收入的5.8倍。没有人能够准确预测该股未来几个月的走势。但是，我们认为这现在代表着一个巨大的机会。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3bea18a0bdfd970ea640308dc35e099c\" tg-width=\"635\" tg-height=\"362\" referrerpolicy=\"no-referrer\"><span>SE stock price target Vs. actual price trend. Source: Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>SE股价目标与实际价格趋势。资料来源：寻求阿尔法</span></p></blockquote></p><p></p><p> Moreover, readers can observe that the valuation gap between SE stock's consensus price target (PT) of $405.87 and its current price has never been more significant in a while. It's even more pronounced than its last significant correction in April/May. Notably, the consensus price target has been revised upwards despite the so-called \"gaming headwinds.\" And, if you look at the price chart, SE stock price has followed the revised PT trend very consistently over time. Therefore, the current price could be one of the most significant discounts you could observe in a long time.</p><p><blockquote>此外，读者可以观察到，SE股票405.87美元的共识目标价(PT)与其当前价格之间的估值差距从未如此显着。这甚至比4月/5月的上一次大幅调整更加明显。值得注意的是，尽管存在所谓的“博弈阻力”，但共识价格目标仍被上调。而且，如果您查看价格图表，您会发现SE股价随着时间的推移非常一致地遵循修订后的PT趋势。因此，当前价格可能是您在很长一段时间内观察到的最显着的折扣之一。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/939a544ab94c9e2a2b8a6db943703b39\" tg-width=\"910\" tg-height=\"602\" referrerpolicy=\"no-referrer\"><span>SE stock DCF valuation model. Data source: S&P Capital IQ, company filings, author</span></p><p><blockquote><p class=\"t-img-caption\"><span>SE股票DCF估值模型。数据来源：S&P Capital IQ，公司文件，作者</span></p></blockquote></p><p> Our DCF model also shows that SE stock is now significantly undervalued with an implied fair value of $371.46. We have also used reasonable estimates in our model. Moreover, we believe that SE will continue to gain significant operating leverage as it scales in the new markets. We estimate that its adjusted EBITDA margins could reach 15% by FY25.</p><p><blockquote>我们的DCF模型还显示，SE股票目前被严重低估，隐含公允价值为371.46美元。我们在模型中也使用了合理的估计。此外，我们相信，随着SE在新市场的扩大规模，它将继续获得巨大的运营杠杆。我们估计，到2025财年，其调整后EBITDA利润率可能达到15%。</blockquote></p><p> Lastly, the stock is also testing a critical support level that has strongly underpinned the stock's advance since early 2021. Therefore, there are sufficient reasons to believe that the current entry point to add exposure to SE stock seems very attractive now.</p><p><blockquote>最后，该股还在测试关键支撑位，该支撑位自2021年初以来有力支撑了该股的上涨。因此，有足够的理由相信，目前增加SE股票敞口的切入点现在看来非常有吸引力。</blockquote></p><p> Consequently,<i>we revise our rating on SE stock to Strong Buy</i>.</p><p><blockquote>因此，<i>我们将SE股票评级修改为强力买入</i>.</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4475931-sea-se-down-significantly-stock-strong-buy\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"https://seekingalpha.com/article/4475931-sea-se-down-significantly-stock-strong-buy","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109541249","content_text":"Summary\n\nSea Limited stock has been battered recently as growth stocks sold off massively in the market.\nHowever, we believe that the fundamental thesis on its rapid growth remains robust.\nWe discuss why investors should capitalize on its recent significant correction to add exposure.\n\nkokkai/iStock Unreleased via Getty Images\nInvestment Thesis\nSea Limited(NYSE:SE) stock is one of our highest conviction growth stocks that has been severely battered over the last month. Since its recent all-time high (ATH) in October, its price has dropped by a dramatic 43%. Many reasons have been presented on why the stock has fallen. We exhort investors not to read too much into them. We believe nothing material has changed from its fundamental thesis. The stock has had a remarkable run in 2021 relative to its gaming peers or e-tailer peers. Therefore, profit-taking of this extent should not be surprising as fear struck growth stocks.\nMoreover, the recent significant correction in growth stocks across the market has also hit SE stock hard. But, we are not concerned. Significant volatility will always be a factor influencing the performance of growth stocks like SE in the short term.\nNotably, we observed that the consensus target price on SE stock had been revised upwards since its FQ3 report card. Moreover, the gap between its price target and its current stock price has been greater than its last significant correction in April/May.\nOur internal DCF valuation model also points to a stock that is now significantly undervalued. Thanks to the market's myopia, we have been presented with another fantastic opportunity since April/May to add SE stock with great fervor again.\nWe discuss why we think investors should not miss this incredible opportunity to add exposure to an outstanding growth stock.\nSE Stock YTD Performance\nSE stock YTD performance (as of 17 December'21).\nAs a result of the significant correction recently, SE stock's YTD return has dropped to 6.9%, thus underperforming the market. Notably, its YTD gain was as high as 80% in October/early November. Despite that, the stock is still outperforming its e-tailer and gaming peers, as shown above.\nSea Stock Estimates Have Consistently Been Revised Upwards\nSea Limited revised revenue mean consensus estimates. Data source: S&P Capital IQ, Seeking Alpha\nReaders can quickly observe that the company's revenue consensus estimates for FY21-23 have consistently been revised upwards over the last five months. These revisions lend credence to the robust growth prospects of the company over the next two years. Notably, Sea Limited's revenue is estimated to increase at a phenomenal CAGR of 42.8% through FY23.\nThere were concerns over the growth rates of its Garena gaming arm in its FQ3 report card.We also explained in our previous article that Sea Limited has clearly explained that investors should expect normalization in Garena's growth after two spectacular years. However, its monetization capability continues to dazzle. Therefore, we are confident that Garena can continue its robust monetization strategies moving forward.\nMoreover, data from Sensor Tower's recent gaming statistics continue to point to sturdy performance from its Free Fire game. It continues to be ranked among the top ten mobile games in terms of overall gaming revenue in November. Moreover, it's also ranked#2 in overall downloadsacross both the App Store and Google Play. Notably, it's also among eight games globally whose annual revenue crossed $1B as of 14 December. Therefore, we think the sentiments and chatter about Free Fire's \"one-shot wonder\" have been overblown.\nGlobal games market forecast. Source: Google, Newzoo\nIn addition, the global gaming market is estimated to experience a slight decline to $175.8B after last year's massive 23% growth to $177.8B. However, given Garena's impressive growth in FY21 despite the decline in the global market, we believe it validates its business model and prospects. Notably, the gaming market is expected to reverse its decline moving forward. Therefore, Garena's leadership in mobile gaming could continue to propel its growth underpinned by the recovery in the global gaming market.\nShopee adjusted EBITDA per order. Data source: Company filings\nBut, some investors may have been spooked by Shopee's (Sea Limited's e-commerce arm) continued expansion into new geographical markets. Notably, Shopee continues to report adjusted EBITDA loss per order, as shown above. Therefore, some investors might have been concerned about whether the company's plate is getting too much to handle. Over the last three months, the company has entered into new markets such as India, France, Spain, and Poland. They are in addition to its battle with MercadoLibre (MELI) in Latin America, particularly Brazil. As a result, there are concerns on whether Sea Limited could continue its adroit execution in these markets while still making losses. We believe such concerns are valid. However, Sea Limited has shown its tremendous capability in penetrating the most important markets where the incumbents have strong leadership. It includes Lazada (BABA) in Southeast Asia, MercadoLibre in Brazil, and Tokopedia in Indonesia. Shopee was never the first-mover. But, it took advantage as the \"late-comer\" as it sought to compete with the incumbents. It's important to note that Sea Limited is not averse to competition. It has thrived against the incumbents and has made the e-commerce space in these geographical regions much more competitive.\nSea Limited revised adjusted EPS mean consensus estimates. Data source: S&P Capital IQ, Seeking Alpha\nNevertheless, the road towards profitability might be stretched further due to its e-commerce expansion. Readers can quickly glance over the chart above, where its adjusted EPS estimates have been revised downwards through FY23 over the last five months. However, we believe that if you are a long-term investor with a five-year horizon at least, it's not a cause for concern. Earlier investors in Sea Limited can keenly recall the company's massive adjusted EBITDA per order losses, as seen in the previous chart. Shopee has scaled tremendously over the last five years and has improved its operating leverage further. But, it's important to note that it takes time to scale up. Therefore, earlier losses in new geographical markets are expected. But, management has demonstrated its execution capability over the last three years. Considering its much reduced adjusted EBITDA losses over the previous few years, we believe that Shopee is even better positioned than before to navigate its expansion.\nSo, is SE Stock a Buy Now?\nSE stock EV/NTM Revenue 4Y mean.\nSE stock is trading at an EV/NTM Revenue of 8.3x. Therefore, it has brought it back to its 4Y NTM revenue multiple mean of 8.6x. We believe there's a fantastic opportunity right now as the market has undoubtedly overreacted. As demonstrated clearly, SE is still expected to generate massive revenue growth moving ahead, even though it means the road to profitability gets further extended.\nConsidering its FY23 revenue estimate, SE stock is trading at just 5.8x FY23 revenue. No one can accurately predict where the stock will be headed over the next few months. But, we think it represents a tremendous opportunity right now.\nSE stock price target Vs. actual price trend. Source: Seeking Alpha\nMoreover, readers can observe that the valuation gap between SE stock's consensus price target (PT) of $405.87 and its current price has never been more significant in a while. It's even more pronounced than its last significant correction in April/May. Notably, the consensus price target has been revised upwards despite the so-called \"gaming headwinds.\" And, if you look at the price chart, SE stock price has followed the revised PT trend very consistently over time. Therefore, the current price could be one of the most significant discounts you could observe in a long time.\nSE stock DCF valuation model. Data source: S&P Capital IQ, company filings, author\nOur DCF model also shows that SE stock is now significantly undervalued with an implied fair value of $371.46. We have also used reasonable estimates in our model. Moreover, we believe that SE will continue to gain significant operating leverage as it scales in the new markets. We estimate that its adjusted EBITDA margins could reach 15% by FY25.\nLastly, the stock is also testing a critical support level that has strongly underpinned the stock's advance since early 2021. Therefore, there are sufficient reasons to believe that the current entry point to add exposure to SE stock seems very attractive now.\nConsequently,we revise our rating on SE stock to Strong Buy.","news_type":1,"symbols_score_info":{"SE":0.9}},"isVote":1,"tweetType":1,"viewCount":1963,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":870875362,"gmtCreate":1636606055556,"gmtModify":1636606055556,"author":{"id":"3567674825770783","authorId":"3567674825770783","name":"Racheling89","avatar":"https://static.tigerbbs.com/840f90f6593eaeda4fa762b7d02d006d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567674825770783","idStr":"3567674825770783"},"themes":[],"htmlText":"To the moon!!! ","listText":"To the moon!!! ","text":"To the moon!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/870875362","repostId":"2182039707","repostType":4,"isVote":1,"tweetType":1,"viewCount":2726,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":839115080,"gmtCreate":1629126345540,"gmtModify":1633687190370,"author":{"id":"3567674825770783","authorId":"3567674825770783","name":"Racheling89","avatar":"https://static.tigerbbs.com/840f90f6593eaeda4fa762b7d02d006d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567674825770783","idStr":"3567674825770783"},"themes":[],"htmlText":"prepare your $$$","listText":"prepare your $$$","text":"prepare your $$$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/839115080","repostId":"1112885056","repostType":4,"repost":{"id":"1112885056","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1629120408,"share":"https://www.laohu8.com/m/news/1112885056?lang=zh_CN&edition=full","pubTime":"2021-08-16 21:26","market":"us","language":"en","title":"U.S. stock market opens lower Monday amid weak China demand, spread of delta variant<blockquote>由于中国需求疲软和德尔塔变异毒株蔓延，美国股市周一低开</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1112885056","media":"Tiger Newspress","summary":"(Aug 16) U.S. stock market opens lower Monday amid weak China demand, spread of delta variant.\nDow, ","content":"<p>(Aug 16) U.S. stock market opens lower Monday amid weak China demand, spread of delta variant.</p><p><blockquote>（8月16日）美国。由于中国需求疲软和德尔塔变异毒株蔓延，中国股市周一开盘走低。</blockquote></p><p> Dow, S&P 500, Nasdaq Composite off 0.3% in early Monday action.</p><p><blockquote>道琼斯指数、标普500指数、纳斯达克综合指数周一早盘下跌0.3%。</blockquote></p><p> Data showed Chinese economic growth slowing more than expected. China’s retail salesincreased by 8.5% in Julyyear-over-year, below the 11.5% forecast from economists polled by Reuters. Online sales gained just 4.4% for the month. On the manufacturing sector in the country, industrial production increased by 6.4%, below the 7.8% consensus estimate.</p><p><blockquote>数据显示，中国经济增长放缓幅度超过预期。7月份中国零售额同比增长8.5%，低于路透社调查经济学家预测的11.5%。本月在线销售额仅增长4.4%。该国制造业方面，工业生产增长6.4%，低于7.8%的普遍预期。</blockquote></p><p> The country’s National Bureau of Statistics noted an impact from Covid and domestic flooding, saying the country’s “economic recovery is still unstable and uneven.”</p><p><blockquote>该国国家统计局指出了新冠疫情和国内洪水的影响，称该国“经济复苏仍然不稳定且不平衡”。</blockquote></p><p> “Delta driven slowdown grips China,” wrote CNBC’s Jim Cramer in a tweet. “Not sure of impact here yet.”</p><p><blockquote>CNBC的吉姆·克莱默(Jim Cramer)在推文中写道：“达美航空推动的经济放缓席卷了中国。”“还不确定这里的影响。”</blockquote></p><p> Shares of stocks linked to a fast-recovering economy were weak in morning trading. Shares of Caterpillar, Freeport-McMoRan and Nucor dipped.</p><p><blockquote>与经济快速复苏相关的股票在早盘交易中表现疲软。卡特彼勒、自由港麦克莫兰公司和纽柯公司的股价下跌。</blockquote></p><p> U.S. stocks also pulled back amid growing support within the Federal Reserveto announce a tapering of its bond purchases in Septemberand begin the reduction in buying a month or so after. Interviews with central bank officials along with their public comments show growing support for a faster taper timeline than markets had expected a month ago.</p><p><blockquote>由于美联储内部越来越多的人支持美联储在9月份宣布缩减债券购买规模，并在大约一个月后开始减少购买，美国股市也出现回落。对央行官员的采访以及他们的公开评论显示，越来越多的人支持比市场一个月前预期更快的缩减时间表。</blockquote></p><p> The yield on the benchmark 10-year Treasury note dipped to 1.248%. Bond yields fall as their prices rise.</p><p><blockquote>基准10年期国债收益率跌至1.248%。债券收益率随着价格上涨而下降。</blockquote></p><p> Tesla’s stock retreated Monday after the National Highway Traffic Safety Administration announced aformal probeinto the electric vehicle maker’s Autopilot partially automated driving system.</p><p><blockquote>在美国国家公路交通安全管理局宣布对这家电动汽车制造商的Autopilot部分自动驾驶系统进行正式调查后，特斯拉股价周一下跌。</blockquote></p><p> The Dow ended last week at 35,515.38, a record close, while theS&P 500finished Friday at 4,468.00 to notch its own best-ever finish.</p><p><blockquote>道琼斯指数上周收于35,515.38点，创历史新高，而标准普尔500指数周五收于4,468.00点，创下历史最佳收盘价。</blockquote></p><p> The blue-chip Dow and the S&P 500 rounded out the week with muted gains of 0.8% and 0.7%, respectively, amid light summertime trading volumes. The tech-heavy Nasdaq Composite underperformed week, down just under 0.1%.</p><p><blockquote>由于夏季交易量清淡，蓝筹股道琼斯指数和标普500本周分别小幅上涨0.8%和0.7%。以科技股为主的纳斯达克综合指数本周表现不佳，下跌略低于0.1%。</blockquote></p><p> The major stock indexes for much of the last month have ground to new records on the back of robust corporate earnings results. The S&P 500 has closed at a record high 48 times this year out of 155 trading days, or 31% of the time — the most frequent closing highs on record back to 1950.</p><p><blockquote>由于强劲的企业盈利结果，主要股指在上个月的大部分时间里都创下了新纪录。今年，在155个交易日中，标普500有48次收于历史新高，占31%的时间——这是自1950年以来有记录以来最频繁的收盘高点。</blockquote></p><p> Eighty-seven percent of S&P 500 companies have reported positive earnings per share surprises for the second calendar quarter, according to FactSet as of Friday. If 87% is the final percentage, it will mark the highest percentage of S&P 500 companies reporting positive EPS surprises since FactSet began tracking this metric in 2008.</p><p><blockquote>FactSet截至周五的数据显示，87%的标普500公司报告了第二季度每股收益的正增长。如果87%是最终百分比，这将标志着自FactSet 2008年开始跟踪该指标以来，标普500公司报告每股收益惊喜的最高百分比。</blockquote></p><p> “These are the dog days of August, and low volume and directionless volatility are the order of the moment with 2Q21 earnings season mostly behind us,” Raymond James’ Tavis McCourt said in a note.</p><p><blockquote>Raymond James的Tavis McCourt在一份报告中表示：“现在是八月的三伏天，随着2021年第二季度财报季基本过去，低成交量和无方向波动是当下的常态。”</blockquote></p><p> Investors await quarterly earnings reports frommajor retailersthis week including Home Depot, Walmart, Target and Lowe’s.</p><p><blockquote>投资者本周等待家得宝、沃尔玛、塔吉特和劳氏等主要零售商的季度收益报告。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. stock market opens lower Monday amid weak China demand, spread of delta variant<blockquote>由于中国需求疲软和德尔塔变异毒株蔓延，美国股市周一低开</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. stock market opens lower Monday amid weak China demand, spread of delta variant<blockquote>由于中国需求疲软和德尔塔变异毒株蔓延，美国股市周一低开</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-08-16 21:26</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>(Aug 16) U.S. stock market opens lower Monday amid weak China demand, spread of delta variant.</p><p><blockquote>（8月16日）美国。由于中国需求疲软和德尔塔变异毒株蔓延，中国股市周一开盘走低。</blockquote></p><p> Dow, S&P 500, Nasdaq Composite off 0.3% in early Monday action.</p><p><blockquote>道琼斯指数、标普500指数、纳斯达克综合指数周一早盘下跌0.3%。</blockquote></p><p> Data showed Chinese economic growth slowing more than expected. China’s retail salesincreased by 8.5% in Julyyear-over-year, below the 11.5% forecast from economists polled by Reuters. Online sales gained just 4.4% for the month. On the manufacturing sector in the country, industrial production increased by 6.4%, below the 7.8% consensus estimate.</p><p><blockquote>数据显示，中国经济增长放缓幅度超过预期。7月份中国零售额同比增长8.5%，低于路透社调查经济学家预测的11.5%。本月在线销售额仅增长4.4%。该国制造业方面，工业生产增长6.4%，低于7.8%的普遍预期。</blockquote></p><p> The country’s National Bureau of Statistics noted an impact from Covid and domestic flooding, saying the country’s “economic recovery is still unstable and uneven.”</p><p><blockquote>该国国家统计局指出了新冠疫情和国内洪水的影响，称该国“经济复苏仍然不稳定且不平衡”。</blockquote></p><p> “Delta driven slowdown grips China,” wrote CNBC’s Jim Cramer in a tweet. “Not sure of impact here yet.”</p><p><blockquote>CNBC的吉姆·克莱默(Jim Cramer)在推文中写道：“达美航空推动的经济放缓席卷了中国。”“还不确定这里的影响。”</blockquote></p><p> Shares of stocks linked to a fast-recovering economy were weak in morning trading. Shares of Caterpillar, Freeport-McMoRan and Nucor dipped.</p><p><blockquote>与经济快速复苏相关的股票在早盘交易中表现疲软。卡特彼勒、自由港麦克莫兰公司和纽柯公司的股价下跌。</blockquote></p><p> U.S. stocks also pulled back amid growing support within the Federal Reserveto announce a tapering of its bond purchases in Septemberand begin the reduction in buying a month or so after. Interviews with central bank officials along with their public comments show growing support for a faster taper timeline than markets had expected a month ago.</p><p><blockquote>由于美联储内部越来越多的人支持美联储在9月份宣布缩减债券购买规模，并在大约一个月后开始减少购买，美国股市也出现回落。对央行官员的采访以及他们的公开评论显示，越来越多的人支持比市场一个月前预期更快的缩减时间表。</blockquote></p><p> The yield on the benchmark 10-year Treasury note dipped to 1.248%. Bond yields fall as their prices rise.</p><p><blockquote>基准10年期国债收益率跌至1.248%。债券收益率随着价格上涨而下降。</blockquote></p><p> Tesla’s stock retreated Monday after the National Highway Traffic Safety Administration announced aformal probeinto the electric vehicle maker’s Autopilot partially automated driving system.</p><p><blockquote>在美国国家公路交通安全管理局宣布对这家电动汽车制造商的Autopilot部分自动驾驶系统进行正式调查后，特斯拉股价周一下跌。</blockquote></p><p> The Dow ended last week at 35,515.38, a record close, while theS&P 500finished Friday at 4,468.00 to notch its own best-ever finish.</p><p><blockquote>道琼斯指数上周收于35,515.38点，创历史新高，而标准普尔500指数周五收于4,468.00点，创下历史最佳收盘价。</blockquote></p><p> The blue-chip Dow and the S&P 500 rounded out the week with muted gains of 0.8% and 0.7%, respectively, amid light summertime trading volumes. The tech-heavy Nasdaq Composite underperformed week, down just under 0.1%.</p><p><blockquote>由于夏季交易量清淡，蓝筹股道琼斯指数和标普500本周分别小幅上涨0.8%和0.7%。以科技股为主的纳斯达克综合指数本周表现不佳，下跌略低于0.1%。</blockquote></p><p> The major stock indexes for much of the last month have ground to new records on the back of robust corporate earnings results. The S&P 500 has closed at a record high 48 times this year out of 155 trading days, or 31% of the time — the most frequent closing highs on record back to 1950.</p><p><blockquote>由于强劲的企业盈利结果，主要股指在上个月的大部分时间里都创下了新纪录。今年，在155个交易日中，标普500有48次收于历史新高，占31%的时间——这是自1950年以来有记录以来最频繁的收盘高点。</blockquote></p><p> Eighty-seven percent of S&P 500 companies have reported positive earnings per share surprises for the second calendar quarter, according to FactSet as of Friday. If 87% is the final percentage, it will mark the highest percentage of S&P 500 companies reporting positive EPS surprises since FactSet began tracking this metric in 2008.</p><p><blockquote>FactSet截至周五的数据显示，87%的标普500公司报告了第二季度每股收益的正增长。如果87%是最终百分比，这将标志着自FactSet 2008年开始跟踪该指标以来，标普500公司报告每股收益惊喜的最高百分比。</blockquote></p><p> “These are the dog days of August, and low volume and directionless volatility are the order of the moment with 2Q21 earnings season mostly behind us,” Raymond James’ Tavis McCourt said in a note.</p><p><blockquote>Raymond James的Tavis McCourt在一份报告中表示：“现在是八月的三伏天，随着2021年第二季度财报季基本过去，低成交量和无方向波动是当下的常态。”</blockquote></p><p> Investors await quarterly earnings reports frommajor retailersthis week including Home Depot, Walmart, Target and Lowe’s.</p><p><blockquote>投资者本周等待家得宝、沃尔玛、塔吉特和劳氏等主要零售商的季度收益报告。</blockquote></p><p></p>\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","SPY":"标普500ETF"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112885056","content_text":"(Aug 16) U.S. stock market opens lower Monday amid weak China demand, spread of delta variant.\nDow, S&P 500, Nasdaq Composite off 0.3% in early Monday action.\nData showed Chinese economic growth slowing more than expected. China’s retail salesincreased by 8.5% in Julyyear-over-year, below the 11.5% forecast from economists polled by Reuters. Online sales gained just 4.4% for the month. On the manufacturing sector in the country, industrial production increased by 6.4%, below the 7.8% consensus estimate.\nThe country’s National Bureau of Statistics noted an impact from Covid and domestic flooding, saying the country’s “economic recovery is still unstable and uneven.”\n“Delta driven slowdown grips China,” wrote CNBC’s Jim Cramer in a tweet. “Not sure of impact here yet.”\nShares of stocks linked to a fast-recovering economy were weak in morning trading. Shares of Caterpillar, Freeport-McMoRan and Nucor dipped.\nU.S. stocks also pulled back amid growing support within the Federal Reserveto announce a tapering of its bond purchases in Septemberand begin the reduction in buying a month or so after. Interviews with central bank officials along with their public comments show growing support for a faster taper timeline than markets had expected a month ago.\nThe yield on the benchmark 10-year Treasury note dipped to 1.248%. Bond yields fall as their prices rise.\nTesla’s stock retreated Monday after the National Highway Traffic Safety Administration announced aformal probeinto the electric vehicle maker’s Autopilot partially automated driving system.\nThe Dow ended last week at 35,515.38, a record close, while theS&P 500finished Friday at 4,468.00 to notch its own best-ever finish.\nThe blue-chip Dow and the S&P 500 rounded out the week with muted gains of 0.8% and 0.7%, respectively, amid light summertime trading volumes. The tech-heavy Nasdaq Composite underperformed week, down just under 0.1%.\nThe major stock indexes for much of the last month have ground to new records on the back of robust corporate earnings results. The S&P 500 has closed at a record high 48 times this year out of 155 trading days, or 31% of the time — the most frequent closing highs on record back to 1950.\nEighty-seven percent of S&P 500 companies have reported positive earnings per share surprises for the second calendar quarter, according to FactSet as of Friday. If 87% is the final percentage, it will mark the highest percentage of S&P 500 companies reporting positive EPS surprises since FactSet began tracking this metric in 2008.\n“These are the dog days of August, and low volume and directionless volatility are the order of the moment with 2Q21 earnings season mostly behind us,” Raymond James’ Tavis McCourt said in a note.\nInvestors await quarterly earnings reports frommajor retailersthis week including Home Depot, Walmart, Target and Lowe’s.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":1546,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":894095378,"gmtCreate":1628776869194,"gmtModify":1633689584518,"author":{"id":"3567674825770783","authorId":"3567674825770783","name":"Racheling89","avatar":"https://static.tigerbbs.com/840f90f6593eaeda4fa762b7d02d006d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567674825770783","idStr":"3567674825770783"},"themes":[],"htmlText":"Agree!!! Please like","listText":"Agree!!! Please like","text":"Agree!!! Please like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/894095378","repostId":"2158709252","repostType":4,"isVote":1,"tweetType":1,"viewCount":3189,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":892567107,"gmtCreate":1628673796609,"gmtModify":1633745217329,"author":{"id":"3567674825770783","authorId":"3567674825770783","name":"Racheling89","avatar":"https://static.tigerbbs.com/840f90f6593eaeda4fa762b7d02d006d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567674825770783","idStr":"3567674825770783"},"themes":[],"htmlText":"Nice~ please help to like~ thanks!","listText":"Nice~ please help to like~ thanks!","text":"Nice~ please help to like~ thanks!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/892567107","repostId":"1172810796","repostType":4,"repost":{"id":"1172810796","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1628671712,"share":"https://www.laohu8.com/m/news/1172810796?lang=zh_CN&edition=full","pubTime":"2021-08-11 16:48","market":"us","language":"en","title":"BioCryst shares jumped 10.49% in premarket trading,as withdrawing previous stock offering.<blockquote>由于撤回了之前的股票发行，BioCryst股价在盘前交易中上涨10.49%。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1172810796","media":"Tiger Newspress","summary":"BioCryst shares jumped 10.49% in premarket trading,as withdrawing previous stock offering.\nBioCryst ","content":"<p>BioCryst shares jumped 10.49% in premarket trading,as withdrawing previous stock offering.</p><p><blockquote>BioCryst股价在盘前交易中上涨10.49%，原因是撤回了之前的股票发行。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c15bfde15a241770cbb0410850f6460f\" tg-width=\"900\" tg-height=\"624\" referrerpolicy=\"no-referrer\">BioCryst Pharmaceuticals, Inc. announced today that it has withdrawn its proposed public offering. With our strong balance sheet, and increasing revenues from ORLADEYO<b>®</b> (berotralstat), we believe that current market conditions are not conducive to an offering on terms that would be in the best interests of our current stockholders. We are well capitalized, with cash, cash equivalents, restricted cash and investments of $222.8 million as of June 30, 2021. Based on our expectations for revenue, operating expenses, and our option to access an additional $75 million from our existing credit facility, we believe our current cash runway takes us into 2023.</p><p><blockquote>BioCryst Pharmaceuticals，Inc.今天宣布，它已经撤回了公开发行的提议。凭借我们强大的资产负债表以及ORLADEYO不断增加的收入<b>®</b>（berotralstat），我们认为当前的市场状况不利于按照符合我们当前股东最佳利益的条款进行发行。我们资本充足，截至2021年6月30日，现金、现金等价物、限制性现金和投资为2.228亿美元。基于我们对收入、运营费用的预期，以及从现有信贷安排中额外获得7500万美元的选择，我们相信我们当前的现金跑道将带我们进入2023年。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>BioCryst shares jumped 10.49% in premarket trading,as withdrawing previous stock offering.<blockquote>由于撤回了之前的股票发行，BioCryst股价在盘前交易中上涨10.49%。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBioCryst shares jumped 10.49% in premarket trading,as withdrawing previous stock offering.<blockquote>由于撤回了之前的股票发行，BioCryst股价在盘前交易中上涨10.49%。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-08-11 16:48</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>BioCryst shares jumped 10.49% in premarket trading,as withdrawing previous stock offering.</p><p><blockquote>BioCryst股价在盘前交易中上涨10.49%，原因是撤回了之前的股票发行。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c15bfde15a241770cbb0410850f6460f\" tg-width=\"900\" tg-height=\"624\" referrerpolicy=\"no-referrer\">BioCryst Pharmaceuticals, Inc. announced today that it has withdrawn its proposed public offering. With our strong balance sheet, and increasing revenues from ORLADEYO<b>®</b> (berotralstat), we believe that current market conditions are not conducive to an offering on terms that would be in the best interests of our current stockholders. We are well capitalized, with cash, cash equivalents, restricted cash and investments of $222.8 million as of June 30, 2021. Based on our expectations for revenue, operating expenses, and our option to access an additional $75 million from our existing credit facility, we believe our current cash runway takes us into 2023.</p><p><blockquote>BioCryst Pharmaceuticals，Inc.今天宣布，它已经撤回了公开发行的提议。凭借我们强大的资产负债表以及ORLADEYO不断增加的收入<b>®</b>（berotralstat），我们认为当前的市场状况不利于按照符合我们当前股东最佳利益的条款进行发行。我们资本充足，截至2021年6月30日，现金、现金等价物、限制性现金和投资为2.228亿美元。基于我们对收入、运营费用的预期，以及从现有信贷安排中额外获得7500万美元的选择，我们相信我们当前的现金跑道将带我们进入2023年。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BCRX":"BioCryst制药"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172810796","content_text":"BioCryst shares jumped 10.49% in premarket trading,as withdrawing previous stock offering.\nBioCryst Pharmaceuticals, Inc. announced today that it has withdrawn its proposed public offering. With our strong balance sheet, and increasing revenues from ORLADEYO® (berotralstat), we believe that current market conditions are not conducive to an offering on terms that would be in the best interests of our current stockholders. We are well capitalized, with cash, cash equivalents, restricted cash and investments of $222.8 million as of June 30, 2021. Based on our expectations for revenue, operating expenses, and our option to access an additional $75 million from our existing credit facility, we believe our current cash runway takes us into 2023.","news_type":1,"symbols_score_info":{"BCRX":0.9}},"isVote":1,"tweetType":1,"viewCount":1789,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":892565035,"gmtCreate":1628673647627,"gmtModify":1631884773533,"author":{"id":"3567674825770783","authorId":"3567674825770783","name":"Racheling89","avatar":"https://static.tigerbbs.com/840f90f6593eaeda4fa762b7d02d006d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567674825770783","idStr":"3567674825770783"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CRWD\">$CrowdStrike Holdings, Inc.(CRWD)$</a>Yeah!","listText":"<a href=\"https://laohu8.com/S/CRWD\">$CrowdStrike Holdings, Inc.(CRWD)$</a>Yeah!","text":"$CrowdStrike Holdings, Inc.(CRWD)$Yeah!","images":[{"img":"https://static.tigerbbs.com/cb276fec7766a0b4d75fefe4cbaa84f1","width":"1125","height":"1949"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/892565035","isVote":1,"tweetType":1,"viewCount":1213,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":892566865,"gmtCreate":1628673542957,"gmtModify":1633745219064,"author":{"id":"3567674825770783","authorId":"3567674825770783","name":"Racheling89","avatar":"https://static.tigerbbs.com/840f90f6593eaeda4fa762b7d02d006d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567674825770783","idStr":"3567674825770783"},"themes":[],"htmlText":"Let’s hope it drops more to buy in!! ","listText":"Let’s hope it drops more to buy in!! ","text":"Let’s hope it drops more to buy in!!","images":[{"img":"https://static.tigerbbs.com/e6ff1ea5985f2a8e82a5fd4c0e77a8c4","width":"1125","height":"2992"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/892566865","isVote":1,"tweetType":1,"viewCount":2582,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":890389191,"gmtCreate":1628083331513,"gmtModify":1631884773549,"author":{"id":"3567674825770783","authorId":"3567674825770783","name":"Racheling89","avatar":"https://static.tigerbbs.com/840f90f6593eaeda4fa762b7d02d006d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567674825770783","idStr":"3567674825770783"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CRWD\">$CrowdStrike Holdings, Inc.(CRWD)$</a>Holding for long term ","listText":"<a href=\"https://laohu8.com/S/CRWD\">$CrowdStrike Holdings, Inc.(CRWD)$</a>Holding for long term ","text":"$CrowdStrike Holdings, Inc.(CRWD)$Holding for long term","images":[{"img":"https://static.tigerbbs.com/230f46db79a706343674e61743cb96d4","width":"1125","height":"2183"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/890389191","isVote":1,"tweetType":1,"viewCount":1361,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":890317286,"gmtCreate":1628083218945,"gmtModify":1633753781766,"author":{"id":"3567674825770783","authorId":"3567674825770783","name":"Racheling89","avatar":"https://static.tigerbbs.com/840f90f6593eaeda4fa762b7d02d006d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567674825770783","idStr":"3567674825770783"},"themes":[],"htmlText":"Nvax is running pre-market!!! Please like 👍🏻 ","listText":"Nvax is running pre-market!!! Please like 👍🏻 ","text":"Nvax is running pre-market!!! Please like 👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/890317286","repostId":"1124757232","repostType":2,"repost":{"id":"1124757232","kind":"news","pubTimestamp":1628045612,"share":"https://www.laohu8.com/m/news/1124757232?lang=zh_CN&edition=full","pubTime":"2021-08-04 10:53","market":"us","language":"en","title":"3 COVID Stocks That Could Soar Higher<blockquote>3只可能飙升的新冠股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1124757232","media":"The Motley Fool","summary":"Here's why Pfizer, Inari Medical, and Novavax shares might be more valuable in 2021.\nKey Points\n\nPfi","content":"<p><b><i>Here's why Pfizer, Inari Medical, and Novavax shares might be more valuable in 2021.</i></b></p><p><blockquote><b><i>这就是为什么辉瑞、Inari Medical和Novavax的股票在2021年可能更有价值。</i></b></blockquote></p><p> <b>Key Points</b></p><p><blockquote><b>要点</b></blockquote></p><p> <ul> <li>Pfizer might surprise to the upside.</li> <li>Inari Medical is growing like gangbusters.</li> <li>Novavax's vaccine might be an important booster shot as the COVID-19 virus mutates.</li> </ul> COVID-19 and the international lockdown crashed the world economy in 2020. Many people have already been vaccinated and are looking forward to normalization. But COVID is mutating, and the new delta variant might toss a wrench into the world's reopening. How might investors protect themselves?</p><p><blockquote><ul><li>辉瑞可能会带来惊喜。</li><li>伊那里医疗公司正在飞速发展。</li><li>随着COVID-19病毒的变异，Novavax的疫苗可能是一剂重要的加强针。</li></ul>2020年，新冠肺炎和国际封锁导致世界经济崩溃。许多人已经接种了疫苗，并期待正常化。但COVID正在变异，新的德尔塔变异毒株可能会给世界的重新开放带来麻烦。投资者如何保护自己？</blockquote></p><p> A panel of Motley Fool contributors offers three ideas for healthcare stocks that will zoom higher in 2021, even if COVID takes a turn for the worse. Read more to see why you might want to buy shares of <b><a href=\"https://laohu8.com/S/PFE\">Pfizer</a></b>, <b><a href=\"https://laohu8.com/S/NARI\">Inari Medical, Inc.</a></b>, and <b><a href=\"https://laohu8.com/S/NVAX\">Novavax</a></b>.</p><p><blockquote>Motley Fool撰稿人小组为医疗保健股提供了三个想法，即使新冠疫情形势恶化，这些股票也将在2021年飙升。阅读更多内容，了解为什么您可能想购买<b><a href=\"https://laohu8.com/S/PFE\">辉瑞</a></b>, <b><a href=\"https://laohu8.com/S/NARI\">伊那里医疗公司。</a></b>，和<b><a href=\"https://laohu8.com/S/NVAX\">Novavax</a></b>.</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f3ed6a343e35e121aafbaa2b30134955\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> <h3><b>Pfizer: More room to run</b></h3> <b>George Budwell</b> <b>(Pfizer):</b> American pharma titan Pfizer might not sound like a sexy pick among the present cohort of COVID vaccine players. Wall Street's current consensus has Comirnaty, the drugmaker's vaccine -- produced in partnership with <a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a> -- losing steam from a sales perspective starting in 2022.</p><p><blockquote><h3><b>辉瑞：更多运行空间</b></h3><b>乔治·布德维尔</b> <b>（辉瑞）：</b>在目前的新冠疫苗公司中，美国制药巨头辉瑞听起来可能不是一个性感的选择。华尔街目前的共识是制药商Comirnaty的疫苗——与<a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a>——从2022年开始，从销售角度来看失去动力。</blockquote></p><p> Because of the delta variant, however, Comirnaty's commercial life could turn out to be much longer than originally expected. And while the emergence of the highly transmissible variant is obviously terrible news for society at large, Pfizer and its shareholders are probably going to benefit from this unfortunate development.</p><p><blockquote>然而，由于德尔塔变异毒株，Comirnaty的商业寿命可能会比最初预期的长得多。虽然高传播变种的出现对整个社会来说显然是个坏消息，但辉瑞及其股东可能会从这一不幸的发展中受益。</blockquote></p><p> There are two clear reasons to think that Pfizer's stock could move higher on the delta issue. First and foremost, the company announced that an Emergency Use Authorization submission for a booster third shot might happen as soon as this month. Second, Pfizer plans to start clinical trials for a delta-specific version of the vaccine this month.</p><p><blockquote>有两个明显的理由认为辉瑞的股价可能会因达美航空问题而走高。首先，该公司宣布，最早可能在本月提交第三次加强注射的紧急使用授权。其次，辉瑞计划本月启动德尔塔特异性版本疫苗的临床试验。</blockquote></p><p> Although the Food and Drug Administration and the Centers for Disease Control and Prevention have both recently downplayed the need for booster shots, Pfizer has already put forth a compelling case for a third jab in response to the rampant spread of the delta variant and the waning efficacy of Comirnaty 6 to 12 months following full vaccination.</p><p><blockquote>尽管美国食品药品监督管理局和疾病控制与预防中心最近都淡化了加强注射的必要性，但辉瑞已经提出了第三次注射的令人信服的理由，以应对德尔塔变异毒株的猖獗传播和Comirnaty在完全接种疫苗后6至12个月的疗效减弱。</blockquote></p><p> The big picture for investors is that Pfizer's 2022 revenue might jump by as much as 9.7% compared to 2021 -- that is, if a booster shot is indeed approved and the company also successfully develops a delta-specific vaccine. By contrast, Wall Street currently has the drugmaker's top line falling by 14.8% next year relative to 2021.</p><p><blockquote>对于投资者来说，总体情况是，辉瑞2022年的收入可能比2021年增长9.7%——也就是说，如果加强注射确实获得批准，并且该公司还成功开发了delta特异性疫苗。相比之下，华尔街目前预计该制药商明年的营收将比2021年下降14.8%。</blockquote></p><p> Where is Pfizer's stock possibly headed? If all the pieces fall into place on the vaccine front, shares ought to command a $50 handle, from a conservative standpoint. That's roughly a 17% upswing from where the drugmaker's shares presently stand, and that's not even accounting for the company's attractive 3.64% dividend yield at current levels. Put simply, Pfizer's stock would only be trading at approximately 3.5 times 2022 sales if this scenario pans out, which is a rather modest valuation for a dividend-paying big pharma stock.</p><p><blockquote>辉瑞的股票可能走向何方？从保守的角度来看，如果疫苗方面的所有部分都到位，股价应该会达到50美元。这比该制药商的股价目前上涨了大约17%，甚至还没有考虑到该公司当前水平上颇具吸引力的3.64%股息收益率。简而言之，如果这种情况实现，辉瑞的股票交易价格将仅为2022年销售额的约3.5倍，对于派息的大型制药股来说，这是一个相当适中的估值。</blockquote></p><p> <h3><b>Inari Medical: Skyrocketing Sales</b></h3> <b>Patrick Bafuma</b> <b>(Inari Medical):</b> If you are looking for a stock with staying power after tailwinds from the pandemic subside, look to Inari Medical. There were 108,000 new COVID cases on July 27, 2021 -- the most since February 5, 2021, according to <i>The New York Times</i> -- and that number was up over eight times the seven-day average at the start of July. To make things even worse, COVID not only causes difficulty breathing but also more than triples a patient's risk of disabling and potentially life-threatening blood clots. And we're still not sure if being vaccinated fully mitigates the risk of blood clots when a patient has an asymptomatic or a mild COVID infection.</p><p><blockquote><h3><b>伊那里医疗：销售额暴涨</b></h3><b>帕特里克·巴富马</b> <b>（伊那里医疗）：</b>如果您正在寻找一只在大流行的顺风消退后具有持久力的股票，请关注伊那里医疗。数据显示，2021年7月27日新增108,000例新冠病例，为2021年2月5日以来最多<i>纽约时报</i>——这个数字是7月初7天平均水平的八倍多。更糟糕的是，COVID不仅会导致呼吸困难，还会使患者患致残和可能危及生命的血栓的风险增加两倍以上。我们仍然不确定当患者无症状或轻度COVID感染时，接种疫苗是否能完全降低血栓的风险。</blockquote></p><p></p><p> This seems like a good setup for a commercial-stage med-tech company that has developed minimally invasive products designed to remove large blood clots without the need for powerful clot-busting drugs. Through the use of its ClotTriever and FlowTriever devices, Inari has treated over 25,000 patients so far. Clinicians performed approximately 5,500 procedures with the company's devices in the first quarter of 2021, up 130% from the same quarter last year and about 20% higher than the fourth quarter of 2020. With about 12% of admitted COVID patients developing blood clots, and about 35,000 COVID hospitalizations in the U.S. (and rising) as of July 27, according to<i>The Times</i>, Inari is likely to see an uptick in eligible cases.</p><p><blockquote>对于一家商业阶段的医疗技术公司来说，这似乎是一个很好的设置，该公司开发了微创产品，旨在消除大血凝块，而不需要强大的血栓破坏药物。通过使用ClotTriever和FlowTriever设备，伊那里迄今已治疗了25,000多名患者。2021年第一季度，临床医生使用该公司的设备进行了约5,500次手术，比去年同季度增长130%，比2020年第四季度增长约20%。根据数据，截至7月27日，美国约有12%的新冠肺炎患者出现血栓，约有35,000人因新冠肺炎住院（并且还在增加）<i>纽约时报</i>，伊那里可能会看到符合条件的病例增加。</blockquote></p><p> Not to mention the company's results thus far for blood clots in the lung are spectacular:</p><p><blockquote>更不用说该公司迄今为止在肺部血栓方面的结果非常惊人：</blockquote></p><p> <ul> <li>With the historic 30-day mortality rate of intermediate and high-risk blood clots in the lungs at 9.7%, Inari's 0.4% 30-day mortality rate is impressive.</li> <li>There's a decreased 30-day readmission rate of 6.7% versus 24.4% with the usual care.</li> <li>Major adverse events within 48 hours occur at only a 1.3% rate.</li> <li>No ICU stays are required after the procedure.</li> </ul> Add it all up, and Inari's retrieval device seems like an obvious choice.</p><p><blockquote><ul><li>由于肺部中高风险血栓的历史30天死亡率为9.7%，伊那里0.4%的30天死亡率令人印象深刻。</li><li>30天再入院率降低了6.7%，而常规护理为24.4%。</li><li>48小时内的主要不良事件发生率仅为1.3%。</li><li>手术后不需要住ICU。</li></ul>所有这些加起来，伊那里的检索设备似乎是一个显而易见的选择。</blockquote></p><p> The company grew first-quarter revenue at 113% year over year, and 18% sequentially, and had gross margins of 91.9% for the first quarter of 2021. So Inari's price-to-sales ratio of 18 makes it a growth stock on sale.</p><p><blockquote>该公司第一季度收入同比增长113%，环比增长18%，2021年第一季度毛利率为91.9%。因此，伊那里的市销率为18，使其成为一只正在出售的成长型股票。</blockquote></p><p> Inari has less than 5% penetrationin the $3.8 billion U.S. market, and there's also lots of room to grow in Europe, where it launched earlier this year. That means there are plenty of opportunities for this $4.5-billion market cap company. While COVID has affected many elective and semi-elective procedures, it has clearly not slowed Inari, and it could even accelerate its uptake.</p><p><blockquote>Inari在价值38亿美元的美国市场的渗透率不到5%，今年早些时候在欧洲推出的市场也有很大的增长空间。这意味着这家市值45亿美元的公司有很多机会。虽然COVID影响了许多选择性和半选择性程序，但它显然没有减缓伊那里，甚至可能加速其吸收。</blockquote></p><p> <h3><b>Novavax: How high can it go?</b></h3> <b>Taylor Carmichael</b> <b>(Novavax):</b> The vaccine biotech Novavax had an amazing 2020, with its share price running up 2,700% on optimism for its COVID vaccine. While the company has yet to file for an Emergency Use Authorization, it expects to do so in this quarter. So far in 2021, the stock is up 60%.</p><p><blockquote><h3><b>Novavax：能涨到多高？</b></h3><b>泰勒·卡迈克尔</b> <b>（诺瓦瓦克斯）：</b>疫苗生物技术公司Novavax在2020年表现出色，由于对其COVID疫苗的乐观情绪，其股价上涨了2700%。虽然该公司尚未申请紧急使用授权，但预计将在本季度申请。2021年迄今为止，该股已上涨60%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e7829d99a76c48579ba01c6e55fe14f\" tg-width=\"720\" tg-height=\"449\" width=\"100%\" height=\"auto\"><span>NVAX DATA BY YCHARTS.</span></p><p><blockquote><p class=\"t-img-caption\"><span>YCHARTS提供的NVAX数据。</span></p></blockquote></p><p> Positive phase 3 data for the COVID-19 vaccine sent the stock soaring early in the year, but the share price has come back down to earth as the company has suffered delays getting its vaccine to market. First there was a shortage of raw materials necessary to make the vaccine. Now the company has to prove that its various contract manufacturing facilities will keep the vaccine quality consistent across all the sites.</p><p><blockquote>COVID-19疫苗第三阶段的积极数据导致该股在今年年初飙升，但由于该公司的疫苗上市延迟，股价已经回落。首先，制造疫苗所需的原材料短缺。现在，该公司必须证明其各种合同生产设施将保持所有地点的疫苗质量一致。</blockquote></p><p> Despite these delays, long-term investors have reasons to be bullish. Manufacturing is scaling up, with production rates expected to hit 100 million doses a month by the end of the third quarter, and 150 million doses a month by December. While many people in the U.S. have already been vaccinated, the opportunity in the rest of the world is sizable. Novavax has pre-sold 1.1 billion doses to COVAX (an international vaccine consortium), and has contracted to supply hundreds of millions of doses around the world.</p><p><blockquote>尽管存在这些延迟，但长期投资者有理由看涨。制造业正在扩大规模，预计到第三季度末，生产率将达到每月1亿剂，到12月将达到每月1.5亿剂。虽然美国的许多人已经接种了疫苗，但世界其他地方的机会相当大。Novavax已向COVAX（国际疫苗联盟）预售了11亿剂疫苗，并已签约在全球范围内供应数亿剂疫苗。</blockquote></p><p> In the U.S., the Novavax vaccine might primarily be used as a booster shot for people who have already been vaccinated. \"They may be really the right ones for boosters,\" Dr. Luciana Borio, the acting chief scientist at the F.D.A. from 2015 to 2017, told <i>The New York Times</i>.</p><p><blockquote>在美国，Novavax疫苗可能主要用于已经接种疫苗的人的加强注射。FDA代理首席科学家露丝安娜·博里奥(Luciana Borio)博士表示：“它们可能确实适合加强剂。”从2015年到2017年，告诉<i>纽约时报</i>.</blockquote></p><p> Down the road, Novavax plans on combining its COVID vaccine with its flu vaccine, making aone-shot regimen. While COVID does not mutate as quickly as the flu, we've seen several mutating strains over the last year. It's likely that we will need to vaccinate more than once in the years ahead.</p><p><blockquote>未来，Novavax计划将其新冠疫苗与流感疫苗结合起来，形成一种一次性疗法。虽然COVID的变异速度不如流感，但我们在过去一年中已经看到了几种变异毒株。在未来的几年里，我们很可能需要不止一次接种疫苗。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 COVID Stocks That Could Soar Higher<blockquote>3只可能飙升的新冠股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 COVID Stocks That Could Soar Higher<blockquote>3只可能飙升的新冠股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">The Motley Fool</strong><span class=\"h-time small\">2021-08-04 10:53</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b><i>Here's why Pfizer, Inari Medical, and Novavax shares might be more valuable in 2021.</i></b></p><p><blockquote><b><i>这就是为什么辉瑞、Inari Medical和Novavax的股票在2021年可能更有价值。</i></b></blockquote></p><p> <b>Key Points</b></p><p><blockquote><b>要点</b></blockquote></p><p> <ul> <li>Pfizer might surprise to the upside.</li> <li>Inari Medical is growing like gangbusters.</li> <li>Novavax's vaccine might be an important booster shot as the COVID-19 virus mutates.</li> </ul> COVID-19 and the international lockdown crashed the world economy in 2020. Many people have already been vaccinated and are looking forward to normalization. But COVID is mutating, and the new delta variant might toss a wrench into the world's reopening. How might investors protect themselves?</p><p><blockquote><ul><li>辉瑞可能会带来惊喜。</li><li>伊那里医疗公司正在飞速发展。</li><li>随着COVID-19病毒的变异，Novavax的疫苗可能是一剂重要的加强针。</li></ul>2020年，新冠肺炎和国际封锁导致世界经济崩溃。许多人已经接种了疫苗，并期待正常化。但COVID正在变异，新的德尔塔变异毒株可能会给世界的重新开放带来麻烦。投资者如何保护自己？</blockquote></p><p> A panel of Motley Fool contributors offers three ideas for healthcare stocks that will zoom higher in 2021, even if COVID takes a turn for the worse. Read more to see why you might want to buy shares of <b><a href=\"https://laohu8.com/S/PFE\">Pfizer</a></b>, <b><a href=\"https://laohu8.com/S/NARI\">Inari Medical, Inc.</a></b>, and <b><a href=\"https://laohu8.com/S/NVAX\">Novavax</a></b>.</p><p><blockquote>Motley Fool撰稿人小组为医疗保健股提供了三个想法，即使新冠疫情形势恶化，这些股票也将在2021年飙升。阅读更多内容，了解为什么您可能想购买<b><a href=\"https://laohu8.com/S/PFE\">辉瑞</a></b>, <b><a href=\"https://laohu8.com/S/NARI\">伊那里医疗公司。</a></b>，和<b><a href=\"https://laohu8.com/S/NVAX\">Novavax</a></b>.</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f3ed6a343e35e121aafbaa2b30134955\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> <h3><b>Pfizer: More room to run</b></h3> <b>George Budwell</b> <b>(Pfizer):</b> American pharma titan Pfizer might not sound like a sexy pick among the present cohort of COVID vaccine players. Wall Street's current consensus has Comirnaty, the drugmaker's vaccine -- produced in partnership with <a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a> -- losing steam from a sales perspective starting in 2022.</p><p><blockquote><h3><b>辉瑞：更多运行空间</b></h3><b>乔治·布德维尔</b> <b>（辉瑞）：</b>在目前的新冠疫苗公司中，美国制药巨头辉瑞听起来可能不是一个性感的选择。华尔街目前的共识是制药商Comirnaty的疫苗——与<a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a>——从2022年开始，从销售角度来看失去动力。</blockquote></p><p> Because of the delta variant, however, Comirnaty's commercial life could turn out to be much longer than originally expected. And while the emergence of the highly transmissible variant is obviously terrible news for society at large, Pfizer and its shareholders are probably going to benefit from this unfortunate development.</p><p><blockquote>然而，由于德尔塔变异毒株，Comirnaty的商业寿命可能会比最初预期的长得多。虽然高传播变种的出现对整个社会来说显然是个坏消息，但辉瑞及其股东可能会从这一不幸的发展中受益。</blockquote></p><p> There are two clear reasons to think that Pfizer's stock could move higher on the delta issue. First and foremost, the company announced that an Emergency Use Authorization submission for a booster third shot might happen as soon as this month. Second, Pfizer plans to start clinical trials for a delta-specific version of the vaccine this month.</p><p><blockquote>有两个明显的理由认为辉瑞的股价可能会因达美航空问题而走高。首先，该公司宣布，最早可能在本月提交第三次加强注射的紧急使用授权。其次，辉瑞计划本月启动德尔塔特异性版本疫苗的临床试验。</blockquote></p><p> Although the Food and Drug Administration and the Centers for Disease Control and Prevention have both recently downplayed the need for booster shots, Pfizer has already put forth a compelling case for a third jab in response to the rampant spread of the delta variant and the waning efficacy of Comirnaty 6 to 12 months following full vaccination.</p><p><blockquote>尽管美国食品药品监督管理局和疾病控制与预防中心最近都淡化了加强注射的必要性，但辉瑞已经提出了第三次注射的令人信服的理由，以应对德尔塔变异毒株的猖獗传播和Comirnaty在完全接种疫苗后6至12个月的疗效减弱。</blockquote></p><p> The big picture for investors is that Pfizer's 2022 revenue might jump by as much as 9.7% compared to 2021 -- that is, if a booster shot is indeed approved and the company also successfully develops a delta-specific vaccine. By contrast, Wall Street currently has the drugmaker's top line falling by 14.8% next year relative to 2021.</p><p><blockquote>对于投资者来说，总体情况是，辉瑞2022年的收入可能比2021年增长9.7%——也就是说，如果加强注射确实获得批准，并且该公司还成功开发了delta特异性疫苗。相比之下，华尔街目前预计该制药商明年的营收将比2021年下降14.8%。</blockquote></p><p> Where is Pfizer's stock possibly headed? If all the pieces fall into place on the vaccine front, shares ought to command a $50 handle, from a conservative standpoint. That's roughly a 17% upswing from where the drugmaker's shares presently stand, and that's not even accounting for the company's attractive 3.64% dividend yield at current levels. Put simply, Pfizer's stock would only be trading at approximately 3.5 times 2022 sales if this scenario pans out, which is a rather modest valuation for a dividend-paying big pharma stock.</p><p><blockquote>辉瑞的股票可能走向何方？从保守的角度来看，如果疫苗方面的所有部分都到位，股价应该会达到50美元。这比该制药商的股价目前上涨了大约17%，甚至还没有考虑到该公司当前水平上颇具吸引力的3.64%股息收益率。简而言之，如果这种情况实现，辉瑞的股票交易价格将仅为2022年销售额的约3.5倍，对于派息的大型制药股来说，这是一个相当适中的估值。</blockquote></p><p> <h3><b>Inari Medical: Skyrocketing Sales</b></h3> <b>Patrick Bafuma</b> <b>(Inari Medical):</b> If you are looking for a stock with staying power after tailwinds from the pandemic subside, look to Inari Medical. There were 108,000 new COVID cases on July 27, 2021 -- the most since February 5, 2021, according to <i>The New York Times</i> -- and that number was up over eight times the seven-day average at the start of July. To make things even worse, COVID not only causes difficulty breathing but also more than triples a patient's risk of disabling and potentially life-threatening blood clots. And we're still not sure if being vaccinated fully mitigates the risk of blood clots when a patient has an asymptomatic or a mild COVID infection.</p><p><blockquote><h3><b>伊那里医疗：销售额暴涨</b></h3><b>帕特里克·巴富马</b> <b>（伊那里医疗）：</b>如果您正在寻找一只在大流行的顺风消退后具有持久力的股票，请关注伊那里医疗。数据显示，2021年7月27日新增108,000例新冠病例，为2021年2月5日以来最多<i>纽约时报</i>——这个数字是7月初7天平均水平的八倍多。更糟糕的是，COVID不仅会导致呼吸困难，还会使患者患致残和可能危及生命的血栓的风险增加两倍以上。我们仍然不确定当患者无症状或轻度COVID感染时，接种疫苗是否能完全降低血栓的风险。</blockquote></p><p></p><p> This seems like a good setup for a commercial-stage med-tech company that has developed minimally invasive products designed to remove large blood clots without the need for powerful clot-busting drugs. Through the use of its ClotTriever and FlowTriever devices, Inari has treated over 25,000 patients so far. Clinicians performed approximately 5,500 procedures with the company's devices in the first quarter of 2021, up 130% from the same quarter last year and about 20% higher than the fourth quarter of 2020. With about 12% of admitted COVID patients developing blood clots, and about 35,000 COVID hospitalizations in the U.S. (and rising) as of July 27, according to<i>The Times</i>, Inari is likely to see an uptick in eligible cases.</p><p><blockquote>对于一家商业阶段的医疗技术公司来说，这似乎是一个很好的设置，该公司开发了微创产品，旨在消除大血凝块，而不需要强大的血栓破坏药物。通过使用ClotTriever和FlowTriever设备，伊那里迄今已治疗了25,000多名患者。2021年第一季度，临床医生使用该公司的设备进行了约5,500次手术，比去年同季度增长130%，比2020年第四季度增长约20%。根据数据，截至7月27日，美国约有12%的新冠肺炎患者出现血栓，约有35,000人因新冠肺炎住院（并且还在增加）<i>纽约时报</i>，伊那里可能会看到符合条件的病例增加。</blockquote></p><p> Not to mention the company's results thus far for blood clots in the lung are spectacular:</p><p><blockquote>更不用说该公司迄今为止在肺部血栓方面的结果非常惊人：</blockquote></p><p> <ul> <li>With the historic 30-day mortality rate of intermediate and high-risk blood clots in the lungs at 9.7%, Inari's 0.4% 30-day mortality rate is impressive.</li> <li>There's a decreased 30-day readmission rate of 6.7% versus 24.4% with the usual care.</li> <li>Major adverse events within 48 hours occur at only a 1.3% rate.</li> <li>No ICU stays are required after the procedure.</li> </ul> Add it all up, and Inari's retrieval device seems like an obvious choice.</p><p><blockquote><ul><li>由于肺部中高风险血栓的历史30天死亡率为9.7%，伊那里0.4%的30天死亡率令人印象深刻。</li><li>30天再入院率降低了6.7%，而常规护理为24.4%。</li><li>48小时内的主要不良事件发生率仅为1.3%。</li><li>手术后不需要住ICU。</li></ul>所有这些加起来，伊那里的检索设备似乎是一个显而易见的选择。</blockquote></p><p> The company grew first-quarter revenue at 113% year over year, and 18% sequentially, and had gross margins of 91.9% for the first quarter of 2021. So Inari's price-to-sales ratio of 18 makes it a growth stock on sale.</p><p><blockquote>该公司第一季度收入同比增长113%，环比增长18%，2021年第一季度毛利率为91.9%。因此，伊那里的市销率为18，使其成为一只正在出售的成长型股票。</blockquote></p><p> Inari has less than 5% penetrationin the $3.8 billion U.S. market, and there's also lots of room to grow in Europe, where it launched earlier this year. That means there are plenty of opportunities for this $4.5-billion market cap company. While COVID has affected many elective and semi-elective procedures, it has clearly not slowed Inari, and it could even accelerate its uptake.</p><p><blockquote>Inari在价值38亿美元的美国市场的渗透率不到5%，今年早些时候在欧洲推出的市场也有很大的增长空间。这意味着这家市值45亿美元的公司有很多机会。虽然COVID影响了许多选择性和半选择性程序，但它显然没有减缓伊那里，甚至可能加速其吸收。</blockquote></p><p> <h3><b>Novavax: How high can it go?</b></h3> <b>Taylor Carmichael</b> <b>(Novavax):</b> The vaccine biotech Novavax had an amazing 2020, with its share price running up 2,700% on optimism for its COVID vaccine. While the company has yet to file for an Emergency Use Authorization, it expects to do so in this quarter. So far in 2021, the stock is up 60%.</p><p><blockquote><h3><b>Novavax：能涨到多高？</b></h3><b>泰勒·卡迈克尔</b> <b>（诺瓦瓦克斯）：</b>疫苗生物技术公司Novavax在2020年表现出色，由于对其COVID疫苗的乐观情绪，其股价上涨了2700%。虽然该公司尚未申请紧急使用授权，但预计将在本季度申请。2021年迄今为止，该股已上涨60%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e7829d99a76c48579ba01c6e55fe14f\" tg-width=\"720\" tg-height=\"449\" width=\"100%\" height=\"auto\"><span>NVAX DATA BY YCHARTS.</span></p><p><blockquote><p class=\"t-img-caption\"><span>YCHARTS提供的NVAX数据。</span></p></blockquote></p><p> Positive phase 3 data for the COVID-19 vaccine sent the stock soaring early in the year, but the share price has come back down to earth as the company has suffered delays getting its vaccine to market. First there was a shortage of raw materials necessary to make the vaccine. Now the company has to prove that its various contract manufacturing facilities will keep the vaccine quality consistent across all the sites.</p><p><blockquote>COVID-19疫苗第三阶段的积极数据导致该股在今年年初飙升，但由于该公司的疫苗上市延迟，股价已经回落。首先，制造疫苗所需的原材料短缺。现在，该公司必须证明其各种合同生产设施将保持所有地点的疫苗质量一致。</blockquote></p><p> Despite these delays, long-term investors have reasons to be bullish. Manufacturing is scaling up, with production rates expected to hit 100 million doses a month by the end of the third quarter, and 150 million doses a month by December. While many people in the U.S. have already been vaccinated, the opportunity in the rest of the world is sizable. Novavax has pre-sold 1.1 billion doses to COVAX (an international vaccine consortium), and has contracted to supply hundreds of millions of doses around the world.</p><p><blockquote>尽管存在这些延迟，但长期投资者有理由看涨。制造业正在扩大规模，预计到第三季度末，生产率将达到每月1亿剂，到12月将达到每月1.5亿剂。虽然美国的许多人已经接种了疫苗，但世界其他地方的机会相当大。Novavax已向COVAX（国际疫苗联盟）预售了11亿剂疫苗，并已签约在全球范围内供应数亿剂疫苗。</blockquote></p><p> In the U.S., the Novavax vaccine might primarily be used as a booster shot for people who have already been vaccinated. \"They may be really the right ones for boosters,\" Dr. Luciana Borio, the acting chief scientist at the F.D.A. from 2015 to 2017, told <i>The New York Times</i>.</p><p><blockquote>在美国，Novavax疫苗可能主要用于已经接种疫苗的人的加强注射。FDA代理首席科学家露丝安娜·博里奥(Luciana Borio)博士表示：“它们可能确实适合加强剂。”从2015年到2017年，告诉<i>纽约时报</i>.</blockquote></p><p> Down the road, Novavax plans on combining its COVID vaccine with its flu vaccine, making aone-shot regimen. While COVID does not mutate as quickly as the flu, we've seen several mutating strains over the last year. It's likely that we will need to vaccinate more than once in the years ahead.</p><p><blockquote>未来，Novavax计划将其新冠疫苗与流感疫苗结合起来，形成一种一次性疗法。虽然COVID的变异速度不如流感，但我们在过去一年中已经看到了几种变异毒株。在未来的几年里，我们很可能需要不止一次接种疫苗。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/08/03/3-covid-stocks-that-will-soar-higher/\">The Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PFE":"辉瑞","NVAX":"诺瓦瓦克斯医药","NARI":"Inari Medical, Inc."},"source_url":"https://www.fool.com/investing/2021/08/03/3-covid-stocks-that-will-soar-higher/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124757232","content_text":"Here's why Pfizer, Inari Medical, and Novavax shares might be more valuable in 2021.\nKey Points\n\nPfizer might surprise to the upside.\nInari Medical is growing like gangbusters.\nNovavax's vaccine might be an important booster shot as the COVID-19 virus mutates.\n\nCOVID-19 and the international lockdown crashed the world economy in 2020. Many people have already been vaccinated and are looking forward to normalization. But COVID is mutating, and the new delta variant might toss a wrench into the world's reopening. How might investors protect themselves?\nA panel of Motley Fool contributors offers three ideas for healthcare stocks that will zoom higher in 2021, even if COVID takes a turn for the worse. Read more to see why you might want to buy shares of Pfizer, Inari Medical, Inc., and Novavax.\nIMAGE SOURCE: GETTY IMAGES.\nPfizer: More room to run\nGeorge Budwell (Pfizer): American pharma titan Pfizer might not sound like a sexy pick among the present cohort of COVID vaccine players. Wall Street's current consensus has Comirnaty, the drugmaker's vaccine -- produced in partnership with BioNTech SE -- losing steam from a sales perspective starting in 2022.\nBecause of the delta variant, however, Comirnaty's commercial life could turn out to be much longer than originally expected. And while the emergence of the highly transmissible variant is obviously terrible news for society at large, Pfizer and its shareholders are probably going to benefit from this unfortunate development.\nThere are two clear reasons to think that Pfizer's stock could move higher on the delta issue. First and foremost, the company announced that an Emergency Use Authorization submission for a booster third shot might happen as soon as this month. Second, Pfizer plans to start clinical trials for a delta-specific version of the vaccine this month.\nAlthough the Food and Drug Administration and the Centers for Disease Control and Prevention have both recently downplayed the need for booster shots, Pfizer has already put forth a compelling case for a third jab in response to the rampant spread of the delta variant and the waning efficacy of Comirnaty 6 to 12 months following full vaccination.\nThe big picture for investors is that Pfizer's 2022 revenue might jump by as much as 9.7% compared to 2021 -- that is, if a booster shot is indeed approved and the company also successfully develops a delta-specific vaccine. By contrast, Wall Street currently has the drugmaker's top line falling by 14.8% next year relative to 2021.\nWhere is Pfizer's stock possibly headed? If all the pieces fall into place on the vaccine front, shares ought to command a $50 handle, from a conservative standpoint. That's roughly a 17% upswing from where the drugmaker's shares presently stand, and that's not even accounting for the company's attractive 3.64% dividend yield at current levels. Put simply, Pfizer's stock would only be trading at approximately 3.5 times 2022 sales if this scenario pans out, which is a rather modest valuation for a dividend-paying big pharma stock.\nInari Medical: Skyrocketing Sales\nPatrick Bafuma (Inari Medical): If you are looking for a stock with staying power after tailwinds from the pandemic subside, look to Inari Medical. There were 108,000 new COVID cases on July 27, 2021 -- the most since February 5, 2021, according to The New York Times -- and that number was up over eight times the seven-day average at the start of July. To make things even worse, COVID not only causes difficulty breathing but also more than triples a patient's risk of disabling and potentially life-threatening blood clots. And we're still not sure if being vaccinated fully mitigates the risk of blood clots when a patient has an asymptomatic or a mild COVID infection.\nThis seems like a good setup for a commercial-stage med-tech company that has developed minimally invasive products designed to remove large blood clots without the need for powerful clot-busting drugs. Through the use of its ClotTriever and FlowTriever devices, Inari has treated over 25,000 patients so far. Clinicians performed approximately 5,500 procedures with the company's devices in the first quarter of 2021, up 130% from the same quarter last year and about 20% higher than the fourth quarter of 2020. With about 12% of admitted COVID patients developing blood clots, and about 35,000 COVID hospitalizations in the U.S. (and rising) as of July 27, according toThe Times, Inari is likely to see an uptick in eligible cases.\nNot to mention the company's results thus far for blood clots in the lung are spectacular:\n\nWith the historic 30-day mortality rate of intermediate and high-risk blood clots in the lungs at 9.7%, Inari's 0.4% 30-day mortality rate is impressive.\nThere's a decreased 30-day readmission rate of 6.7% versus 24.4% with the usual care.\nMajor adverse events within 48 hours occur at only a 1.3% rate.\nNo ICU stays are required after the procedure.\n\nAdd it all up, and Inari's retrieval device seems like an obvious choice.\nThe company grew first-quarter revenue at 113% year over year, and 18% sequentially, and had gross margins of 91.9% for the first quarter of 2021. So Inari's price-to-sales ratio of 18 makes it a growth stock on sale.\nInari has less than 5% penetrationin the $3.8 billion U.S. market, and there's also lots of room to grow in Europe, where it launched earlier this year. That means there are plenty of opportunities for this $4.5-billion market cap company. While COVID has affected many elective and semi-elective procedures, it has clearly not slowed Inari, and it could even accelerate its uptake.\nNovavax: How high can it go?\nTaylor Carmichael (Novavax): The vaccine biotech Novavax had an amazing 2020, with its share price running up 2,700% on optimism for its COVID vaccine. While the company has yet to file for an Emergency Use Authorization, it expects to do so in this quarter. So far in 2021, the stock is up 60%.\nNVAX DATA BY YCHARTS.\nPositive phase 3 data for the COVID-19 vaccine sent the stock soaring early in the year, but the share price has come back down to earth as the company has suffered delays getting its vaccine to market. First there was a shortage of raw materials necessary to make the vaccine. Now the company has to prove that its various contract manufacturing facilities will keep the vaccine quality consistent across all the sites.\nDespite these delays, long-term investors have reasons to be bullish. Manufacturing is scaling up, with production rates expected to hit 100 million doses a month by the end of the third quarter, and 150 million doses a month by December. While many people in the U.S. have already been vaccinated, the opportunity in the rest of the world is sizable. Novavax has pre-sold 1.1 billion doses to COVAX (an international vaccine consortium), and has contracted to supply hundreds of millions of doses around the world.\nIn the U.S., the Novavax vaccine might primarily be used as a booster shot for people who have already been vaccinated. \"They may be really the right ones for boosters,\" Dr. Luciana Borio, the acting chief scientist at the F.D.A. from 2015 to 2017, told The New York Times.\nDown the road, Novavax plans on combining its COVID vaccine with its flu vaccine, making aone-shot regimen. While COVID does not mutate as quickly as the flu, we've seen several mutating strains over the last year. It's likely that we will need to vaccinate more than once in the years ahead.","news_type":1,"symbols_score_info":{"NVAX":0.9,"PFE":0.9,"NARI":0.9}},"isVote":1,"tweetType":1,"viewCount":2223,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":159462914,"gmtCreate":1624977279238,"gmtModify":1633946262735,"author":{"id":"3567674825770783","authorId":"3567674825770783","name":"Racheling89","avatar":"https://static.tigerbbs.com/840f90f6593eaeda4fa762b7d02d006d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567674825770783","idStr":"3567674825770783"},"themes":[],"htmlText":"Vested in Nio! Let’s see Nio in the next 5-10 years! ","listText":"Vested in Nio! Let’s see Nio in the next 5-10 years! ","text":"Vested in Nio! Let’s see Nio in the next 5-10 years!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/159462914","repostId":"1124372919","repostType":4,"isVote":1,"tweetType":1,"viewCount":1328,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":false}