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- MaxangelosMaxangelos
  ·2021-06-29
  Interesting. I almost thought alibaba will be crushed
  非常抱歉，此主贴已删除
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- MaxangelosMaxangelos
  ·2021-06-28
  True
  Cloudflare: High-Quality Business, But Not Cheap<blockquote>Cloudflare：高质量的业务，但不便宜</blockquote>
  Summary Cloudflare is a high-performance CDN. Its paying customers continue to rapidly increase and
  Cloudflare: High-Quality Business, But Not Cheap<blockquote>Cloudflare：高质量的业务，但不便宜</blockquote>
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- MaxangelosMaxangelos
  ·2021-06-25
  Dyinggg
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- MaxangelosMaxangelos
  ·2021-06-22
  I wonder how much was paid
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- MaxangelosMaxangelos
  ·2021-06-22
  Oh dear.
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- MaxangelosMaxangelos
  ·2021-06-22
  Yes
  The Bull Market Depends on These 2 Must-Watch Stocks This Week<blockquote>牛市取决于本周这两只必看的股票</blockquote>
  The stock market has done exceptionally well in 2021, continuing to climb to all-time record highs a
  The Bull Market Depends on These 2 Must-Watch Stocks This Week<blockquote>牛市取决于本周这两只必看的股票</blockquote>
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- MaxangelosMaxangelos
  ·2021-06-21
  Great ariticle, would you like to share it?
  非常抱歉，此主贴已删除
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- MaxangelosMaxangelos
  ·2021-06-21
  Great ariticle, would you like to share it?
  非常抱歉，此主贴已删除
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- MaxangelosMaxangelos
  ·2021-06-21
  Great!
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- MaxangelosMaxangelos
  ·2021-06-21
  Hope all goes well!
  非常抱歉，此主贴已删除
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热议股票

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I almost thought alibaba will be crushed&nbsp;","listText":"Interesting. I almost thought alibaba will be crushed&nbsp;","text":"Interesting. I almost thought alibaba will be crushed","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/159625632","repostId":"2147857893","repostType":4,"isVote":1,"tweetType":1,"viewCount":2834,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":150389455,"gmtCreate":1624887416277,"gmtModify":1633947503025,"author":{"id":"3570960659889242","authorId":"3570960659889242","name":"Maxangelos","avatar":"https://static.tigerbbs.com/ccba3d2f1a7d2b8a82607de96d5c732b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570960659889242","authorIdStr":"3570960659889242"},"themes":[],"title":"","htmlText":"True","listText":"True","text":"True","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/150389455","repostId":"1170953229","repostType":4,"repost":{"id":"1170953229","kind":"news","pubTimestamp":1624885060,"share":"https://www.laohunote.com/m/news/1170953229?lang=zh_CN&edition=full","pubTime":"2021-06-28 20:57","market":"us","language":"en","title":"Cloudflare: High-Quality Business, But Not Cheap<blockquote>Cloudflare：高质量的业务，但不便宜</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1170953229","media":"seekingalpha","summary":"Summary\n\nCloudflare is a high-performance CDN. Its paying customers continue to rapidly increase and","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Cloudflare is a high-performance CDN. Its paying customers continue to rapidly increase and show no signs of slowing down.</li>  <li>Cloudflare's gross margins are very high, reaching the high 70s%.</li>  <li>Cloudflare is priced at 53x forward sales, making it one of the most expensive SaaS names.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a7cd9332f245bbb2907015fd86c5ff20\" tg-width=\"1536\" tg-height=\"864\" referrerpolicy=\"no-referrer\"><span>imaginima/E+ via Getty Images</span></p><p><blockquote><ul><li>Cloudflare是一个高性能的CDN。其付费客户继续快速增长，并且没有放缓的迹象。</li><li>Cloudflare的毛利率非常高，达到了70%的高位。</li><li>Cloudflare的定价是远期销售额的53倍，使其成为最昂贵的SaaS名称之一。</li></ul><p class=\"t-img-caption\"><span>imaginima/E+ 来自 Getty Images</span></p></blockquote></p><p> <b>Investment Thesis</b></p><p><blockquote><b>投资论文</b></blockquote></p><p> Cloudflare(NYSE:NET)is Content Delivery Network (''CDN''). As the world continues to rapidly digitize, the demand for high-quality and fast internet networks continues to increase. To this end, it's perhaps no surprise that investors have long ago understood these prospects and reflected this belief into Cloudflare's share price. In fact, Cloudflare is now priced at 53x forward sales making it one of the most expensive SaaS names.</p><p><blockquote>Cloudflare（纽约证券交易所代码：NET）是内容交付网络（“CDN”）。随着世界持续快速数字化，对高质量、高速互联网网络的需求持续增长。为此，投资者很早就了解这些前景，并将这种信念反映到Cloudflare的股价中，这或许并不奇怪。事实上，Cloudflare现在的定价是远期销售额的53倍，使其成为最昂贵的SaaS名称之一。</blockquote></p><p> Having said that, Cloudflare's growth rates continue to be persistently high and stable. Investors interested in Cloudflare will have to adopt a firm buy-and-hold strategy.</p><p><blockquote>话虽如此，Cloudflare的增长率仍然持续高且稳定。对 Cloudflare 感兴趣的投资者必须采取坚定的买入并持有策略。</blockquote></p><p> <b>Voting Machine vs Weighing Machine</b></p><p><blockquote><b>投票机与称重机</b></blockquote></p><p> Cloudflare is a Content Delivery Network (''CDN''). Its mission is to make the internet secure, faster, and more reliable.</p><p><blockquote>Cloudflare是一个内容交付网络（“CDN”）。它的使命是让互联网安全、更快、更可靠。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0c97ad60d00f39022413a4453bb38d2d\" tg-width=\"635\" tg-height=\"433\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> This time last year, investors were passionately clamoring for Fastly (FSLY). It was viewed by many as a company that could do no wrong. This year, it's a dramatically different setup as the graph above depicts. Fastly has fallen by the wayside, while Cloudflare is now the reigning champion.</p><p><blockquote>去年这个时候，投资者对 Fastly (FSLY) 充满热情。许多人认为它是一家不会做错事的公司。如上图所示，今年的设置截然不同。Fastly已经半途而废，而Cloudflare现在是卫冕冠军。</blockquote></p><p> Investors are voting with their feet to exit Fastly and they are now piling in around Cloudflare.</p><p><blockquote>投资者正在用脚投票决定迅速退出，他们现在正在围绕 Cloudflare。</blockquote></p><p> As a value investor, I would normally argue that this is likely to once again revert. Here is a quote from Horace that legendary investor Benjamin Graham's investment philosophy was based on:<i>many shall berestoredthat now are fallen and many shall fall that now are in honor.</i></p><p><blockquote>作为一名价值投资者，我通常会认为这种情况可能会再次出现。以下是传奇投资者本杰明·格雷厄姆的投资理念所基于的霍勒斯的一句话：<i>许多现在堕落的人会复活，许多现在荣耀的人会堕落。</i></blockquote></p><p> Having said that, for every snapping one-liner an investor might put out, the real investor's prospects lie in doing the work and attempting to discern the underlying opportunity.</p><p><blockquote>话虽如此，对于投资者可能发表的每一句简短的俏皮话，真正投资者的前景在于做好工作并试图辨别潜在的机会。</blockquote></p><p> <b>Cloudflare is a High-Quality Business</b></p><p><blockquote><b>Cloudflare是一家高质量的企业</b></blockquote></p><p> Cloudflare's non-GAAP gross margins are not only incredibly high, but they are highly stable too.</p><p><blockquote>Cloudflare 的非 GAAP 毛利率不仅高得令人难以置信，而且非常稳定。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/161c2d74e08d4ccf531ab30182bd8a62\" tg-width=\"747\" tg-height=\"613\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> As a reminder, this compares with Fastly's60.1%as of Q1 2021. On the surface, this is incredibly alluring and is a typical indicator of a high-quality business.</p><p><blockquote>提醒一下，截至 2021 年第一季度，Fastly 的这一比例为 60.1%。从表面上看，这是令人难以置信的诱惑，是高质量企业的典型指标。</blockquote></p><p> On the other hand, as we look out to Cloudflare's full-year guidance, its non-GAAP operating margins are expected to come in at<i>a negative 4%</i>. Of course, this is a substantial improvement from the negative 8% from 2020 and puts Cloudflare very close to breakeven.</p><p><blockquote>另一方面，当我们关注 Cloudflare 的全年指引时，其非 GAAP 营业利润率预计将达到<i>负4%</i>.当然，这比2020年的负8%有了很大的改善，使Cloudflare非常接近盈亏平衡。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8a369e8d30ed6115c1e05ca0b8310f0a\" tg-width=\"516\" tg-height=\"237\"><span>Source: Long-Term Model</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：长期模型</span></p></blockquote></p><p> Nevertheless, to go from<i>negative 4% to positive +20% in operating margins is a very steep climb</i>. So, investors should be cautious and take this guide with a pinch of salt.</p><p><blockquote>然而，要从<i>营业利润率从负 4% 到正 20% 是一个非常陡峭的攀升</i>因此，投资者应该谨慎对待这份指南。</blockquote></p><p> Moving on, its latest sets of results put Cloudflare's dollar-based net retention at 123%. This is an important metric because it not only shows that the company's customer base is sticky but reminds us that Cloudflare is capable of upselling 23% more services to its customers y/y.</p><p><blockquote>接下来，其最新业绩显示 Cloudflare 的美元净保留率为 123%。这是一个重要的指标，因为它不仅表明该公司的客户群具有粘性，而且提醒我们 Cloudflare 能够每年向客户追加销售 23% 的服务。</blockquote></p><p> This insight, together with the fact that Cloudflare's paying customers continue to increase, should provide investors with confidence that Cloudflare's business is very healthy, as its revenues are increasing by a mixture of increasing customers and higher prices:</p><p><blockquote>这一见解，再加上 Cloudflare 付费客户持续增长的事实，应该会让投资者相信 Cloudflare 的业务非常健康，因为其收入正在因客户增加和价格上涨而增加：</blockquote></p><p> <img src=\"https://static.tigerbbs.com/6a4e8e1944ecc73a022a5710a3dc07ad\" tg-width=\"640\" tg-height=\"559\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Revenue Growth Rates: Strong and Stable</p><p><blockquote>收入增长率：强劲且稳定</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fdc3dff42f73ccfdfc3b2b4f9a0eb65a\" tg-width=\"640\" tg-height=\"285\"><span>Source: author's calculations; **company guidance</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：作者的计算；**公司指引</span></p></blockquote></p><p> Next, we can see above that Cloudflare continues to guide investors for mid-40s% CAGR - at least in the near term.</p><p><blockquote>接下来，我们可以从上面看到，Cloudflare继续引导投资者实现40%左右的CAGR——至少在短期内是这样。</blockquote></p><p> Furthermore, knowing how conservative this management is, I suspect that Cloudflare will easily beat these targets and will perhaps even raise its guidance over the coming year.</p><p><blockquote>此外，知道这种管理是多么保守，我怀疑Cloudflare将轻松超越这些目标，甚至可能在未来一年提高其指导。</blockquote></p><p></p><p> Nonetheless, we have to keep in mind that we are still discussing a company that's likely to finish 2021 with close to $600 million in revenues. In other words, growing at mid 40s% while the company is at sub $1 billion in revenues, and continuing to grow at mid-40s% at higher than $1 billion in revenues, it's quite a different feat. At some point, size takes a toll.</p><p><blockquote>尽管如此，我们必须记住，我们仍在讨论一家可能在 2021 年收入接近 6 亿美元的公司。换句话说，在公司收入低于 10 亿美元的情况下以 40% 左右的速度增长，并在收入高于 10 亿美元的情况下继续以 40% 左右的速度增长，这是一个完全不同的壮举。在某些时候，规模会产生影响。</blockquote></p><p> <b>Valuation - Not Cheap</b></p><p><blockquote><b>估值 - 不便宜</b></blockquote></p><p> Cloudflare is priced at 53x forward sales. This implies that optimism towards Cloudflare is incredibly high. Even amongst SaaS names, I believe this is an outlier. I follow many companies in this space and I don't know of any that are priced as richly as this.</p><p><blockquote>Cloudflare 的定价是远期销售额的 53 倍。这意味着人们对 Cloudflare 的乐观情绪非常高。即使在SaaS名称中，我相信这是一个异常值。我关注这个领域的许多公司，我不知道有哪家公司的价格像这个一样高。</blockquote></p><p> The obvious comparison here is Fastly which is priced at 18x forward sales. But even amongst the cybersecurity names, a sector that is wildly known for its exuberant valuations the likes of CrowdStrike (CRWD) is priced at 42x sales.</p><p><blockquote>这里明显的比较是Fastly，它的定价是远期销售额的18倍。但即使在网络安全公司中，CrowdStrike (CRWD) 等以其旺盛估值而闻名的行业的定价也是销售额的 42 倍。</blockquote></p><p> <b>The Bottom Line</b></p><p><blockquote><b>底线</b></blockquote></p><p> Cloudflare is remarkably stable and growing at a rapid rate. Its valuation is not cheap at 53x sales, but there again high-quality companies rarely are. Investors intent on taking a position here may consider buying in dips.</p><p><blockquote>Cloudflare非常稳定，并且增长迅速。它的估值并不便宜，为销售额的 53 倍，但高质量的公司很少如此。有意在此建仓的投资者可以考虑逢低买入。</blockquote></p><p> Having said that, I prefer to stick to companies with more hairs on them and more cheaply valued. Happy investing!</p><p><blockquote>话虽如此，我更喜欢坚持那些头发更多、估值更便宜的公司。投资愉快!</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>Cloudflare: High-Quality Business, But Not Cheap<blockquote>Cloudflare：高质量的业务，但不便宜</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\">\nCloudflare: High-Quality Business, But Not Cheap<blockquote>Cloudflare：高质量的业务，但不便宜</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-06-28 20:57</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>Cloudflare is a high-performance CDN. Its paying customers continue to rapidly increase and show no signs of slowing down.</li>  <li>Cloudflare's gross margins are very high, reaching the high 70s%.</li>  <li>Cloudflare is priced at 53x forward sales, making it one of the most expensive SaaS names.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a7cd9332f245bbb2907015fd86c5ff20\" tg-width=\"1536\" tg-height=\"864\" referrerpolicy=\"no-referrer\"><span>imaginima/E+ via Getty Images</span></p><p><blockquote><ul><li>Cloudflare是一个高性能的CDN。其付费客户继续快速增长，并且没有放缓的迹象。</li><li>Cloudflare的毛利率非常高，达到了70%的高位。</li><li>Cloudflare的定价是远期销售额的53倍，使其成为最昂贵的SaaS名称之一。</li></ul><p class=\"t-img-caption\"><span>imaginima/E+ 来自 Getty Images</span></p></blockquote></p><p> <b>Investment Thesis</b></p><p><blockquote><b>投资论文</b></blockquote></p><p> Cloudflare(NYSE:NET)is Content Delivery Network (''CDN''). As the world continues to rapidly digitize, the demand for high-quality and fast internet networks continues to increase. To this end, it's perhaps no surprise that investors have long ago understood these prospects and reflected this belief into Cloudflare's share price. In fact, Cloudflare is now priced at 53x forward sales making it one of the most expensive SaaS names.</p><p><blockquote>Cloudflare（纽约证券交易所代码：NET）是内容交付网络（“CDN”）。随着世界持续快速数字化，对高质量、高速互联网网络的需求持续增长。为此，投资者很早就了解这些前景，并将这种信念反映到Cloudflare的股价中，这或许并不奇怪。事实上，Cloudflare现在的定价是远期销售额的53倍，使其成为最昂贵的SaaS名称之一。</blockquote></p><p> Having said that, Cloudflare's growth rates continue to be persistently high and stable. Investors interested in Cloudflare will have to adopt a firm buy-and-hold strategy.</p><p><blockquote>话虽如此，Cloudflare的增长率仍然持续高且稳定。对 Cloudflare 感兴趣的投资者必须采取坚定的买入并持有策略。</blockquote></p><p> <b>Voting Machine vs Weighing Machine</b></p><p><blockquote><b>投票机与称重机</b></blockquote></p><p> Cloudflare is a Content Delivery Network (''CDN''). Its mission is to make the internet secure, faster, and more reliable.</p><p><blockquote>Cloudflare是一个内容交付网络（“CDN”）。它的使命是让互联网安全、更快、更可靠。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0c97ad60d00f39022413a4453bb38d2d\" tg-width=\"635\" tg-height=\"433\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> This time last year, investors were passionately clamoring for Fastly (FSLY). It was viewed by many as a company that could do no wrong. This year, it's a dramatically different setup as the graph above depicts. Fastly has fallen by the wayside, while Cloudflare is now the reigning champion.</p><p><blockquote>去年这个时候，投资者对 Fastly (FSLY) 充满热情。许多人认为它是一家不会做错事的公司。如上图所示，今年的设置截然不同。Fastly已经半途而废，而Cloudflare现在是卫冕冠军。</blockquote></p><p> Investors are voting with their feet to exit Fastly and they are now piling in around Cloudflare.</p><p><blockquote>投资者正在用脚投票决定迅速退出，他们现在正在围绕 Cloudflare。</blockquote></p><p> As a value investor, I would normally argue that this is likely to once again revert. Here is a quote from Horace that legendary investor Benjamin Graham's investment philosophy was based on:<i>many shall berestoredthat now are fallen and many shall fall that now are in honor.</i></p><p><blockquote>作为一名价值投资者，我通常会认为这种情况可能会再次出现。以下是传奇投资者本杰明·格雷厄姆的投资理念所基于的霍勒斯的一句话：<i>许多现在堕落的人会复活，许多现在荣耀的人会堕落。</i></blockquote></p><p> Having said that, for every snapping one-liner an investor might put out, the real investor's prospects lie in doing the work and attempting to discern the underlying opportunity.</p><p><blockquote>话虽如此，对于投资者可能发表的每一句简短的俏皮话，真正投资者的前景在于做好工作并试图辨别潜在的机会。</blockquote></p><p> <b>Cloudflare is a High-Quality Business</b></p><p><blockquote><b>Cloudflare是一家高质量的企业</b></blockquote></p><p> Cloudflare's non-GAAP gross margins are not only incredibly high, but they are highly stable too.</p><p><blockquote>Cloudflare 的非 GAAP 毛利率不仅高得令人难以置信，而且非常稳定。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/161c2d74e08d4ccf531ab30182bd8a62\" tg-width=\"747\" tg-height=\"613\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> As a reminder, this compares with Fastly's60.1%as of Q1 2021. On the surface, this is incredibly alluring and is a typical indicator of a high-quality business.</p><p><blockquote>提醒一下，截至 2021 年第一季度，Fastly 的这一比例为 60.1%。从表面上看，这是令人难以置信的诱惑，是高质量企业的典型指标。</blockquote></p><p> On the other hand, as we look out to Cloudflare's full-year guidance, its non-GAAP operating margins are expected to come in at<i>a negative 4%</i>. Of course, this is a substantial improvement from the negative 8% from 2020 and puts Cloudflare very close to breakeven.</p><p><blockquote>另一方面，当我们关注 Cloudflare 的全年指引时，其非 GAAP 营业利润率预计将达到<i>负4%</i>.当然，这比2020年的负8%有了很大的改善，使Cloudflare非常接近盈亏平衡。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8a369e8d30ed6115c1e05ca0b8310f0a\" tg-width=\"516\" tg-height=\"237\"><span>Source: Long-Term Model</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：长期模型</span></p></blockquote></p><p> Nevertheless, to go from<i>negative 4% to positive +20% in operating margins is a very steep climb</i>. So, investors should be cautious and take this guide with a pinch of salt.</p><p><blockquote>然而，要从<i>营业利润率从负 4% 到正 20% 是一个非常陡峭的攀升</i>因此，投资者应该谨慎对待这份指南。</blockquote></p><p> Moving on, its latest sets of results put Cloudflare's dollar-based net retention at 123%. This is an important metric because it not only shows that the company's customer base is sticky but reminds us that Cloudflare is capable of upselling 23% more services to its customers y/y.</p><p><blockquote>接下来，其最新业绩显示 Cloudflare 的美元净保留率为 123%。这是一个重要的指标，因为它不仅表明该公司的客户群具有粘性，而且提醒我们 Cloudflare 能够每年向客户追加销售 23% 的服务。</blockquote></p><p> This insight, together with the fact that Cloudflare's paying customers continue to increase, should provide investors with confidence that Cloudflare's business is very healthy, as its revenues are increasing by a mixture of increasing customers and higher prices:</p><p><blockquote>这一见解，再加上 Cloudflare 付费客户持续增长的事实，应该会让投资者相信 Cloudflare 的业务非常健康，因为其收入正在因客户增加和价格上涨而增加：</blockquote></p><p> <img src=\"https://static.tigerbbs.com/6a4e8e1944ecc73a022a5710a3dc07ad\" tg-width=\"640\" tg-height=\"559\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Revenue Growth Rates: Strong and Stable</p><p><blockquote>收入增长率：强劲且稳定</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fdc3dff42f73ccfdfc3b2b4f9a0eb65a\" tg-width=\"640\" tg-height=\"285\"><span>Source: author's calculations; **company guidance</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：作者的计算；**公司指引</span></p></blockquote></p><p> Next, we can see above that Cloudflare continues to guide investors for mid-40s% CAGR - at least in the near term.</p><p><blockquote>接下来，我们可以从上面看到，Cloudflare继续引导投资者实现40%左右的CAGR——至少在短期内是这样。</blockquote></p><p> Furthermore, knowing how conservative this management is, I suspect that Cloudflare will easily beat these targets and will perhaps even raise its guidance over the coming year.</p><p><blockquote>此外，知道这种管理是多么保守，我怀疑Cloudflare将轻松超越这些目标，甚至可能在未来一年提高其指导。</blockquote></p><p></p><p> Nonetheless, we have to keep in mind that we are still discussing a company that's likely to finish 2021 with close to $600 million in revenues. In other words, growing at mid 40s% while the company is at sub $1 billion in revenues, and continuing to grow at mid-40s% at higher than $1 billion in revenues, it's quite a different feat. At some point, size takes a toll.</p><p><blockquote>尽管如此，我们必须记住，我们仍在讨论一家可能在 2021 年收入接近 6 亿美元的公司。换句话说，在公司收入低于 10 亿美元的情况下以 40% 左右的速度增长，并在收入高于 10 亿美元的情况下继续以 40% 左右的速度增长，这是一个完全不同的壮举。在某些时候，规模会产生影响。</blockquote></p><p> <b>Valuation - Not Cheap</b></p><p><blockquote><b>估值 - 不便宜</b></blockquote></p><p> Cloudflare is priced at 53x forward sales. This implies that optimism towards Cloudflare is incredibly high. Even amongst SaaS names, I believe this is an outlier. I follow many companies in this space and I don't know of any that are priced as richly as this.</p><p><blockquote>Cloudflare 的定价是远期销售额的 53 倍。这意味着人们对 Cloudflare 的乐观情绪非常高。即使在SaaS名称中，我相信这是一个异常值。我关注这个领域的许多公司，我不知道有哪家公司的价格像这个一样高。</blockquote></p><p> The obvious comparison here is Fastly which is priced at 18x forward sales. But even amongst the cybersecurity names, a sector that is wildly known for its exuberant valuations the likes of CrowdStrike (CRWD) is priced at 42x sales.</p><p><blockquote>这里明显的比较是Fastly，它的定价是远期销售额的18倍。但即使在网络安全公司中，CrowdStrike (CRWD) 等以其旺盛估值而闻名的行业的定价也是销售额的 42 倍。</blockquote></p><p> <b>The Bottom Line</b></p><p><blockquote><b>底线</b></blockquote></p><p> Cloudflare is remarkably stable and growing at a rapid rate. Its valuation is not cheap at 53x sales, but there again high-quality companies rarely are. Investors intent on taking a position here may consider buying in dips.</p><p><blockquote>Cloudflare非常稳定，并且增长迅速。它的估值并不便宜，为销售额的 53 倍，但高质量的公司很少如此。有意在此建仓的投资者可以考虑逢低买入。</blockquote></p><p> Having said that, I prefer to stick to companies with more hairs on them and more cheaply valued. Happy investing!</p><p><blockquote>话虽如此，我更喜欢坚持那些头发更多、估值更便宜的公司。投资愉快!</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4436906-cloudflare-high-quality-business-but-not-cheap\">seekingalpha</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":{"NET":"Cloudflare, Inc."},"source_url":"https://seekingalpha.com/article/4436906-cloudflare-high-quality-business-but-not-cheap","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170953229","content_text":"Summary\n\nCloudflare is a high-performance CDN. Its paying customers continue to rapidly increase and show no signs of slowing down.\nCloudflare's gross margins are very high, reaching the high 70s%.\nCloudflare is priced at 53x forward sales, making it one of the most expensive SaaS names.\n\nimaginima/E+ via Getty Images\nInvestment Thesis\nCloudflare(NYSE:NET)is Content Delivery Network (''CDN''). As the world continues to rapidly digitize, the demand for high-quality and fast internet networks continues to increase. To this end, it's perhaps no surprise that investors have long ago understood these prospects and reflected this belief into Cloudflare's share price. In fact, Cloudflare is now priced at 53x forward sales making it one of the most expensive SaaS names.\nHaving said that, Cloudflare's growth rates continue to be persistently high and stable. Investors interested in Cloudflare will have to adopt a firm buy-and-hold strategy.\nVoting Machine vs Weighing Machine\nCloudflare is a Content Delivery Network (''CDN''). Its mission is to make the internet secure, faster, and more reliable.\nData by YCharts\nThis time last year, investors were passionately clamoring for Fastly (FSLY). It was viewed by many as a company that could do no wrong. This year, it's a dramatically different setup as the graph above depicts. Fastly has fallen by the wayside, while Cloudflare is now the reigning champion.\nInvestors are voting with their feet to exit Fastly and they are now piling in around Cloudflare.\nAs a value investor, I would normally argue that this is likely to once again revert. Here is a quote from Horace that legendary investor Benjamin Graham's investment philosophy was based on:many shall berestoredthat now are fallen and many shall fall that now are in honor.\nHaving said that, for every snapping one-liner an investor might put out, the real investor's prospects lie in doing the work and attempting to discern the underlying opportunity.\nCloudflare is a High-Quality Business\nCloudflare's non-GAAP gross margins are not only incredibly high, but they are highly stable too.\n\nAs a reminder, this compares with Fastly's60.1%as of Q1 2021. On the surface, this is incredibly alluring and is a typical indicator of a high-quality business.\nOn the other hand, as we look out to Cloudflare's full-year guidance, its non-GAAP operating margins are expected to come in ata negative 4%. Of course, this is a substantial improvement from the negative 8% from 2020 and puts Cloudflare very close to breakeven.\nSource: Long-Term Model\nNevertheless, to go fromnegative 4% to positive +20% in operating margins is a very steep climb. So, investors should be cautious and take this guide with a pinch of salt.\nMoving on, its latest sets of results put Cloudflare's dollar-based net retention at 123%. This is an important metric because it not only shows that the company's customer base is sticky but reminds us that Cloudflare is capable of upselling 23% more services to its customers y/y.\nThis insight, together with the fact that Cloudflare's paying customers continue to increase, should provide investors with confidence that Cloudflare's business is very healthy, as its revenues are increasing by a mixture of increasing customers and higher prices:\n\nRevenue Growth Rates: Strong and Stable\nSource: author's calculations; **company guidance\nNext, we can see above that Cloudflare continues to guide investors for mid-40s% CAGR - at least in the near term.\nFurthermore, knowing how conservative this management is, I suspect that Cloudflare will easily beat these targets and will perhaps even raise its guidance over the coming year.\nNonetheless, we have to keep in mind that we are still discussing a company that's likely to finish 2021 with close to $600 million in revenues. In other words, growing at mid 40s% while the company is at sub $1 billion in revenues, and continuing to grow at mid-40s% at higher than $1 billion in revenues, it's quite a different feat. At some point, size takes a toll.\nValuation - Not Cheap\nCloudflare is priced at 53x forward sales. This implies that optimism towards Cloudflare is incredibly high. Even amongst SaaS names, I believe this is an outlier. I follow many companies in this space and I don't know of any that are priced as richly as this.\nThe obvious comparison here is Fastly which is priced at 18x forward sales. But even amongst the cybersecurity names, a sector that is wildly known for its exuberant valuations the likes of CrowdStrike (CRWD) is priced at 42x sales.\nThe Bottom Line\nCloudflare is remarkably stable and growing at a rapid rate. Its valuation is not cheap at 53x sales, but there again high-quality companies rarely are. Investors intent on taking a position here may consider buying in dips.\nHaving said that, I prefer to stick to companies with more hairs on them and more cheaply valued. Happy investing!","news_type":1,"symbols_score_info":{"NET":0.9}},"isVote":1,"tweetType":1,"viewCount":2496,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":126844501,"gmtCreate":1624553405003,"gmtModify":1634004408736,"author":{"id":"3570960659889242","authorId":"3570960659889242","name":"Maxangelos","avatar":"https://static.tigerbbs.com/ccba3d2f1a7d2b8a82607de96d5c732b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570960659889242","authorIdStr":"3570960659889242"},"themes":[],"title":"","htmlText":"Dyinggg","listText":"Dyinggg","text":"Dyinggg","images":[{"img":"https://static.tigerbbs.com/2c321776c23c7c300938b22c5e3cfaf7","width":"1125","height":"3282"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/126844501","isVote":1,"tweetType":1,"viewCount":2414,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":120757074,"gmtCreate":1624339379698,"gmtModify":1634007531981,"author":{"id":"3570960659889242","authorId":"3570960659889242","name":"Maxangelos","avatar":"https://static.tigerbbs.com/ccba3d2f1a7d2b8a82607de96d5c732b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570960659889242","authorIdStr":"3570960659889242"},"themes":[],"title":"","htmlText":"I wonder how much was paid","listText":"I wonder how much was paid","text":"I wonder how much was paid","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/120757074","repostId":"2145030439","repostType":4,"isVote":1,"tweetType":1,"viewCount":2332,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":120754668,"gmtCreate":1624339334754,"gmtModify":1634007532554,"author":{"id":"3570960659889242","authorId":"3570960659889242","name":"Maxangelos","avatar":"https://static.tigerbbs.com/ccba3d2f1a7d2b8a82607de96d5c732b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570960659889242","authorIdStr":"3570960659889242"},"themes":[],"title":"","htmlText":"Oh dear.&nbsp;","listText":"Oh dear.&nbsp;","text":"Oh dear.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/120754668","repostId":"2145032768","repostType":4,"isVote":1,"tweetType":1,"viewCount":2222,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":120754958,"gmtCreate":1624339312474,"gmtModify":1634007532921,"author":{"id":"3570960659889242","authorId":"3570960659889242","name":"Maxangelos","avatar":"https://static.tigerbbs.com/ccba3d2f1a7d2b8a82607de96d5c732b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570960659889242","authorIdStr":"3570960659889242"},"themes":[],"title":"","htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/120754958","repostId":"1175304129","repostType":4,"repost":{"id":"1175304129","kind":"news","pubTimestamp":1624329424,"share":"https://www.laohunote.com/m/news/1175304129?lang=zh_CN&edition=full","pubTime":"2021-06-22 10:37","market":"us","language":"en","title":"The Bull Market Depends on These 2 Must-Watch Stocks This Week<blockquote>牛市取决于本周这两只必看的股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1175304129","media":"fool","summary":"The stock market has done exceptionally well in 2021, continuing to climb to all-time record highs a","content":"<p>The stock market has done exceptionally well in 2021, continuing to climb to all-time record highs amid strong hopes for a recovering economy. With the world starting to emerge from the COVID-19 pandemic, investors are excited about the prospects for things returning to how they were before the huge disruptions we've seen across the globe since early 2020. That excitement played out in major market benchmarks Monday morning, as the&nbsp;<b>Dow Jones Industrial Average</b>(DJINDICES:^DJI)climbed more than 500 points to 33,800, the&nbsp;<b>S&amp;P 500</b>(SNPINDEX:^GSPC)gained 47 points to 4,214, and the&nbsp;<b>Nasdaq Composite</b>(NASDAQINDEX:^IXIC)climbed 67 points to 14,098.</p><p><blockquote>2021年股市表现异常出色，在经济复苏的强烈希望下，股市继续攀升至历史新高。随着世界开始摆脱 COVID-19 大流行，投资者对一切恢复到 2020 年初以来全球范围内巨大混乱之前的状态感到兴奋。这种兴奋情绪在周一上午的主要市场基准中上演，因为<b>道琼斯工业指数</b>(DJINDICES:^DJI) 上涨超过 500 点，至 33,800 点，<b>标普500</b>（SNPINDEX:^GSPC）上涨47点至4,214点，<b>纳斯达克复合材料</b>（纳斯达克指数：^IXIC）上涨67点至14,098点。</blockquote></p><p> Earnings season is always a good way to tell how individual companies are faring, but some businesses have more importance than others. Later this week, delivery specialist&nbsp;<b>FedEx</b>(NYSE:FDX)and athletic apparel giant&nbsp;<b>Nike</b>(NYSE:NKE)will give their latest readings on their corporate results. Both will have major implications not just for their own shareholders but for those following the broader economy as well.</p><p><blockquote>财报季总是了解单个公司业绩的好方法，但有些业务比其他业务更重要。本周晚些时候，送货专家<b>联邦快递</b>（纽约证券交易所股票代码：FDX）和运动服装巨头<b>耐克</b>（纽约证券交易所股票代码：NKE）将公布其公司业绩的最新数据。两者不仅会对自己的股东产生重大影响，还会对关注更广泛经济的人产生重大影响。</blockquote></p><p> Delivering for investors?</p><p><blockquote>为投资者交付？</blockquote></p><p> FedEx is set to report its latest results on Thursday, June 24. Investors are expecting big things from the company, but a lot more will depend on what FedEx says about what the future will bring.</p><p><blockquote>联邦快递将于6月24日星期四公布最新业绩。投资者对该公司寄予厚望，但更多的将取决于联邦快递对未来的看法。</blockquote></p><p> Given the hit that FedEx took this time last year, it should come as little surprise that those following the delivery giant are looking for a major rebound. Consensus estimates among those tracking FedEx see earnings nearly doubling from year-ago levels, with revenue slated to rise at a healthy 24% pace.</p><p><blockquote>鉴于联邦快递去年这个时候遭受的打击，那些追随这家快递巨头的人正在寻求大幅反弹也就不足为奇了。追踪联邦快递的人士一致估计，盈利将比去年同期水平翻一番，收入预计将以 24% 的健康速度增长。</blockquote></p><p> Indeed, in some ways,FedEx has too much of a good thing. Earlier this month, the company said it would cut service to some of its logistics customers who seek out less-than-truckload shipping services. The reason: Exceptionally strong demand was causing bottlenecks at key terminal locations that in turn were threatening to delay shipments. The issues aren't unique to FedEx, instead reflecting capacity constraints throughout the industry that are creating potential disruptions for customers seeking to get goods where they need to go.</p><p><blockquote>的确，在某些方面，联邦快递有太多的好东西。本月早些时候，该公司表示将削减对一些寻求零担运输服务的物流客户的服务。原因是：异常强劲的需求导致关键码头地点出现瓶颈，进而威胁到发货延迟。这些问题并不是联邦快递独有的，而是反映了整个行业的产能限制，这给寻求将货物送到他们需要去的地方的客户造成了潜在的干扰。</blockquote></p><p> Investors will want to pay particularly close attention to any guidance that FedEx gives for its fiscal 2022 year. After having seen so much e-commerce activity drive pandemic-related gains, a return to more typical business conditions could create a temporary pause in FedEx's growth. How much that appears in projections could in turn say a lot about whether the stock can return to its former upward trajectory.</p><p><blockquote>投资者希望特别密切关注联邦快递为其 2022 财年提供的任何指导。在看到如此多的电子商务活动推动了与大流行相关的收益后，恢复到更典型的商业条件可能会导致联邦快递的增长暂时停顿。预测中出现的数字反过来可以在很大程度上决定该股是否能够回到之前的上升轨迹。</blockquote></p><p> Doing it</p><p><blockquote>做</blockquote></p><p> Nike is also slated to release its financial results on Thursday morning. Investors hope to see a significant reversal from last year's painful experience.</p><p><blockquote>耐克还定于周四上午发布财务业绩。投资者希望看到去年的痛苦经历出现重大逆转。</blockquote></p><p> Nike appears to be ready to get back on trackwith its quarterly results. Revenue is expected to soar more than 75% from year-ago levels, which reflected store closures and other disruptions related to the pandemic. Nike's earnings will likely reverse year-ago losses, although bottom-line performance is still in the process of recovering from more difficult conditions.</p><p><blockquote>耐克似乎已准备好凭借季度业绩重回正轨。收入预计将比去年同期飙升 75% 以上，这反映了商店关闭和与大流行相关的其他中断。耐克的盈利可能会扭转去年同期的亏损，尽管其利润仍处于从更困难的环境中恢复的过程中。</blockquote></p><p> The big question is how a couple of key aspects of Nike's business will balance out. On one hand, demand is soaring both in Nike's home North American market and overseas in key places like China. That could help support revenue and profit gains into the coming fiscal year. At the same time, though, prices for materials have been on the rise, and that in turn could present challenges to profit margins.</p><p><blockquote>最大的问题是耐克业务的几个关键方面将如何平衡。一方面，耐克的本土北美市场和中国等海外主要地区的需求都在飙升。这可能有助于支持下一财年的收入和利润增长。但与此同时，材料价格一直在上涨，这反过来可能会对利润率构成挑战。</blockquote></p><p> Nevertheless, Nike is looking to put its marketing machine to the test, with plenty of new product launches designed to stoke demand and give consumers a place to spend their savings. The success of those launches could well define the course of Nike's fiscal 2022, and that in turn could determine whether the stock can climb further after sizable gains over the past year or so.</p><p><blockquote>尽管如此，耐克正在寻求测试其营销机器，推出大量新产品，旨在刺激需求，并为消费者提供一个花掉积蓄的地方。这些发布的成功可能会很好地定义耐克 2022 财年的走向，进而可能决定该股在过去一年左右大幅上涨后是否能够进一步攀升。</blockquote></p><p> Be ready</p><p><blockquote>做好准备</blockquote></p><p> With so much uncertainty in the markets, key earnings reports can make or break the future direction for stocks. Market participants will watch releases from FedEx and Nike closely to find hints to where those two stocks -- and the entire market -- will move from here.</p><p><blockquote>由于市场存在如此多的不确定性，关键收益报告可以决定股票的未来走向，也可以决定股票的未来走向。市场参与者将密切关注联邦快递和耐克的发布，以寻找这两只股票以及整个市场未来走向的线索。</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>The Bull Market Depends on These 2 Must-Watch Stocks This Week<blockquote>牛市取决于本周这两只必看的股票</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\">\nThe Bull Market Depends on These 2 Must-Watch Stocks This Week<blockquote>牛市取决于本周这两只必看的股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">fool</strong><span class=\"h-time small\">2021-06-22 10:37</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The stock market has done exceptionally well in 2021, continuing to climb to all-time record highs amid strong hopes for a recovering economy. With the world starting to emerge from the COVID-19 pandemic, investors are excited about the prospects for things returning to how they were before the huge disruptions we've seen across the globe since early 2020. That excitement played out in major market benchmarks Monday morning, as the&nbsp;<b>Dow Jones Industrial Average</b>(DJINDICES:^DJI)climbed more than 500 points to 33,800, the&nbsp;<b>S&amp;P 500</b>(SNPINDEX:^GSPC)gained 47 points to 4,214, and the&nbsp;<b>Nasdaq Composite</b>(NASDAQINDEX:^IXIC)climbed 67 points to 14,098.</p><p><blockquote>2021年股市表现异常出色，在经济复苏的强烈希望下，股市继续攀升至历史新高。随着世界开始摆脱 COVID-19 大流行，投资者对一切恢复到 2020 年初以来全球范围内巨大混乱之前的状态感到兴奋。这种兴奋情绪在周一上午的主要市场基准中上演，因为<b>道琼斯工业指数</b>(DJINDICES:^DJI) 上涨超过 500 点，至 33,800 点，<b>标普500</b>（SNPINDEX:^GSPC）上涨47点至4,214点，<b>纳斯达克复合材料</b>（纳斯达克指数：^IXIC）上涨67点至14,098点。</blockquote></p><p> Earnings season is always a good way to tell how individual companies are faring, but some businesses have more importance than others. Later this week, delivery specialist&nbsp;<b>FedEx</b>(NYSE:FDX)and athletic apparel giant&nbsp;<b>Nike</b>(NYSE:NKE)will give their latest readings on their corporate results. Both will have major implications not just for their own shareholders but for those following the broader economy as well.</p><p><blockquote>财报季总是了解单个公司业绩的好方法，但有些业务比其他业务更重要。本周晚些时候，送货专家<b>联邦快递</b>（纽约证券交易所股票代码：FDX）和运动服装巨头<b>耐克</b>（纽约证券交易所股票代码：NKE）将公布其公司业绩的最新数据。两者不仅会对自己的股东产生重大影响，还会对关注更广泛经济的人产生重大影响。</blockquote></p><p> Delivering for investors?</p><p><blockquote>为投资者交付？</blockquote></p><p> FedEx is set to report its latest results on Thursday, June 24. Investors are expecting big things from the company, but a lot more will depend on what FedEx says about what the future will bring.</p><p><blockquote>联邦快递将于6月24日星期四公布最新业绩。投资者对该公司寄予厚望，但更多的将取决于联邦快递对未来的看法。</blockquote></p><p> Given the hit that FedEx took this time last year, it should come as little surprise that those following the delivery giant are looking for a major rebound. Consensus estimates among those tracking FedEx see earnings nearly doubling from year-ago levels, with revenue slated to rise at a healthy 24% pace.</p><p><blockquote>鉴于联邦快递去年这个时候遭受的打击，那些追随这家快递巨头的人正在寻求大幅反弹也就不足为奇了。追踪联邦快递的人士一致估计，盈利将比去年同期水平翻一番，收入预计将以 24% 的健康速度增长。</blockquote></p><p> Indeed, in some ways,FedEx has too much of a good thing. Earlier this month, the company said it would cut service to some of its logistics customers who seek out less-than-truckload shipping services. The reason: Exceptionally strong demand was causing bottlenecks at key terminal locations that in turn were threatening to delay shipments. The issues aren't unique to FedEx, instead reflecting capacity constraints throughout the industry that are creating potential disruptions for customers seeking to get goods where they need to go.</p><p><blockquote>的确，在某些方面，联邦快递有太多的好东西。本月早些时候，该公司表示将削减对一些寻求零担运输服务的物流客户的服务。原因是：异常强劲的需求导致关键码头地点出现瓶颈，进而威胁到发货延迟。这些问题并不是联邦快递独有的，而是反映了整个行业的产能限制，这给寻求将货物送到他们需要去的地方的客户造成了潜在的干扰。</blockquote></p><p> Investors will want to pay particularly close attention to any guidance that FedEx gives for its fiscal 2022 year. After having seen so much e-commerce activity drive pandemic-related gains, a return to more typical business conditions could create a temporary pause in FedEx's growth. How much that appears in projections could in turn say a lot about whether the stock can return to its former upward trajectory.</p><p><blockquote>投资者希望特别密切关注联邦快递为其 2022 财年提供的任何指导。在看到如此多的电子商务活动推动了与大流行相关的收益后，恢复到更典型的商业条件可能会导致联邦快递的增长暂时停顿。预测中出现的数字反过来可以在很大程度上决定该股是否能够回到之前的上升轨迹。</blockquote></p><p> Doing it</p><p><blockquote>做</blockquote></p><p> Nike is also slated to release its financial results on Thursday morning. Investors hope to see a significant reversal from last year's painful experience.</p><p><blockquote>耐克还定于周四上午发布财务业绩。投资者希望看到去年的痛苦经历出现重大逆转。</blockquote></p><p> Nike appears to be ready to get back on trackwith its quarterly results. Revenue is expected to soar more than 75% from year-ago levels, which reflected store closures and other disruptions related to the pandemic. Nike's earnings will likely reverse year-ago losses, although bottom-line performance is still in the process of recovering from more difficult conditions.</p><p><blockquote>耐克似乎已准备好凭借季度业绩重回正轨。收入预计将比去年同期飙升 75% 以上，这反映了商店关闭和与大流行相关的其他中断。耐克的盈利可能会扭转去年同期的亏损，尽管其利润仍处于从更困难的环境中恢复的过程中。</blockquote></p><p> The big question is how a couple of key aspects of Nike's business will balance out. On one hand, demand is soaring both in Nike's home North American market and overseas in key places like China. That could help support revenue and profit gains into the coming fiscal year. At the same time, though, prices for materials have been on the rise, and that in turn could present challenges to profit margins.</p><p><blockquote>最大的问题是耐克业务的几个关键方面将如何平衡。一方面，耐克的本土北美市场和中国等海外主要地区的需求都在飙升。这可能有助于支持下一财年的收入和利润增长。但与此同时，材料价格一直在上涨，这反过来可能会对利润率构成挑战。</blockquote></p><p> Nevertheless, Nike is looking to put its marketing machine to the test, with plenty of new product launches designed to stoke demand and give consumers a place to spend their savings. The success of those launches could well define the course of Nike's fiscal 2022, and that in turn could determine whether the stock can climb further after sizable gains over the past year or so.</p><p><blockquote>尽管如此，耐克正在寻求测试其营销机器，推出大量新产品，旨在刺激需求，并为消费者提供一个花掉积蓄的地方。这些发布的成功可能会很好地定义耐克 2022 财年的走向，进而可能决定该股在过去一年左右大幅上涨后是否能够进一步攀升。</blockquote></p><p> Be ready</p><p><blockquote>做好准备</blockquote></p><p> With so much uncertainty in the markets, key earnings reports can make or break the future direction for stocks. Market participants will watch releases from FedEx and Nike closely to find hints to where those two stocks -- and the entire market -- will move from here.</p><p><blockquote>由于市场存在如此多的不确定性，关键收益报告可以决定股票的未来走向，也可以决定股票的未来走向。市场参与者将密切关注联邦快递和耐克的发布，以寻找这两只股票以及整个市场未来走向的线索。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/06/21/bull-market-depends-on-these-2-must-watch-stocks/\">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":{"NKE":"耐克","FDX":"联邦快递"},"source_url":"https://www.fool.com/investing/2021/06/21/bull-market-depends-on-these-2-must-watch-stocks/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175304129","content_text":"The stock market has done exceptionally well in 2021, continuing to climb to all-time record highs amid strong hopes for a recovering economy. With the world starting to emerge from the COVID-19 pandemic, investors are excited about the prospects for things returning to how they were before the huge disruptions we've seen across the globe since early 2020. That excitement played out in major market benchmarks Monday morning, as the Dow Jones Industrial Average(DJINDICES:^DJI)climbed more than 500 points to 33,800, the S&P 500(SNPINDEX:^GSPC)gained 47 points to 4,214, and the Nasdaq Composite(NASDAQINDEX:^IXIC)climbed 67 points to 14,098.\nEarnings season is always a good way to tell how individual companies are faring, but some businesses have more importance than others. Later this week, delivery specialist FedEx(NYSE:FDX)and athletic apparel giant Nike(NYSE:NKE)will give their latest readings on their corporate results. Both will have major implications not just for their own shareholders but for those following the broader economy as well.\nDelivering for investors?\nFedEx is set to report its latest results on Thursday, June 24. Investors are expecting big things from the company, but a lot more will depend on what FedEx says about what the future will bring.\nGiven the hit that FedEx took this time last year, it should come as little surprise that those following the delivery giant are looking for a major rebound. Consensus estimates among those tracking FedEx see earnings nearly doubling from year-ago levels, with revenue slated to rise at a healthy 24% pace.\nIndeed, in some ways,FedEx has too much of a good thing. Earlier this month, the company said it would cut service to some of its logistics customers who seek out less-than-truckload shipping services. The reason: Exceptionally strong demand was causing bottlenecks at key terminal locations that in turn were threatening to delay shipments. The issues aren't unique to FedEx, instead reflecting capacity constraints throughout the industry that are creating potential disruptions for customers seeking to get goods where they need to go.\nInvestors will want to pay particularly close attention to any guidance that FedEx gives for its fiscal 2022 year. After having seen so much e-commerce activity drive pandemic-related gains, a return to more typical business conditions could create a temporary pause in FedEx's growth. How much that appears in projections could in turn say a lot about whether the stock can return to its former upward trajectory.\nDoing it\nNike is also slated to release its financial results on Thursday morning. Investors hope to see a significant reversal from last year's painful experience.\nNike appears to be ready to get back on trackwith its quarterly results. Revenue is expected to soar more than 75% from year-ago levels, which reflected store closures and other disruptions related to the pandemic. Nike's earnings will likely reverse year-ago losses, although bottom-line performance is still in the process of recovering from more difficult conditions.\nThe big question is how a couple of key aspects of Nike's business will balance out. On one hand, demand is soaring both in Nike's home North American market and overseas in key places like China. That could help support revenue and profit gains into the coming fiscal year. At the same time, though, prices for materials have been on the rise, and that in turn could present challenges to profit margins.\nNevertheless, Nike is looking to put its marketing machine to the test, with plenty of new product launches designed to stoke demand and give consumers a place to spend their savings. The success of those launches could well define the course of Nike's fiscal 2022, and that in turn could determine whether the stock can climb further after sizable gains over the past year or so.\nBe ready\nWith so much uncertainty in the markets, key earnings reports can make or break the future direction for stocks. Market participants will watch releases from FedEx and Nike closely to find hints to where those two stocks -- and the entire market -- will move from here.","news_type":1,"symbols_score_info":{"FDX":0.9,"NKE":0.9}},"isVote":1,"tweetType":1,"viewCount":3575,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":167588539,"gmtCreate":1624277462121,"gmtModify":1634008549501,"author":{"id":"3570960659889242","authorId":"3570960659889242","name":"Maxangelos","avatar":"https://static.tigerbbs.com/ccba3d2f1a7d2b8a82607de96d5c732b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570960659889242","authorIdStr":"3570960659889242"},"themes":[],"title":"","htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/167588539","repostId":"2145208803","repostType":4,"isVote":1,"tweetType":1,"viewCount":2901,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":167588194,"gmtCreate":1624277428418,"gmtModify":1634008549624,"author":{"id":"3570960659889242","authorId":"3570960659889242","name":"Maxangelos","avatar":"https://static.tigerbbs.com/ccba3d2f1a7d2b8a82607de96d5c732b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570960659889242","authorIdStr":"3570960659889242"},"themes":[],"title":"","htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/167588194","repostId":"2145083892","repostType":4,"isVote":1,"tweetType":1,"viewCount":2450,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":167588992,"gmtCreate":1624277416716,"gmtModify":1634008549746,"author":{"id":"3570960659889242","authorId":"3570960659889242","name":"Maxangelos","avatar":"https://static.tigerbbs.com/ccba3d2f1a7d2b8a82607de96d5c732b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570960659889242","authorIdStr":"3570960659889242"},"themes":[],"title":"","htmlText":"Great!","listText":"Great!","text":"Great!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/167588992","repostId":"2145083892","repostType":4,"isVote":1,"tweetType":1,"viewCount":3543,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":167583910,"gmtCreate":1624277270430,"gmtModify":1631884323733,"author":{"id":"3570960659889242","authorId":"3570960659889242","name":"Maxangelos","avatar":"https://static.tigerbbs.com/ccba3d2f1a7d2b8a82607de96d5c732b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570960659889242","authorIdStr":"3570960659889242"},"themes":[],"title":"","htmlText":"Hope all goes well!","listText":"Hope all goes well!","text":"Hope all goes well!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/167583910","repostId":"1158262499","repostType":4,"isVote":1,"tweetType":1,"viewCount":2206,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":false}