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Rick0209
Rick0209
·
2021-05-18
Like my comments yo thanks
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Rick0209
Rick0209
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2021-05-18
Like my comments thanks
AT&T’s Dividend Payout Stands to Be Cut ‘Nearly 50%’ in WarnerMedia Deal<blockquote>在华纳媒体交易中，AT&T的股息支付将削减“近50%”</blockquote>
There’s bad news for income investors: AT&T’s 52-cent-a-share dividend would be cut if its sale of W
AT&T’s Dividend Payout Stands to Be Cut ‘Nearly 50%’ in WarnerMedia Deal<blockquote>在华纳媒体交易中，AT&T的股息支付将削减“近50%”</blockquote>
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Rick0209
Rick0209
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2021-05-18
Leggooo
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Rick0209
Rick0209
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2021-05-17
Lockdown again
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Rick0209
Rick0209
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2021-05-17
Like and comment thanks
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Rick0209
Rick0209
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2021-05-16
Wow why drop so much 😮
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Rick0209
Rick0209
·
2021-05-10
Help to like my comments my dear friends
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Rick0209
Rick0209
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2021-05-10
I am trying to leave a comment...
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Rick0209
Rick0209
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2021-05-10
Go to go?😏
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Rick0209
Rick0209
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2021-05-09
Ok good
U.S. auto part makers brace for a bumpy ride as chip shortage to intensify<blockquote>随着芯片短缺加剧，美国汽车零部件制造商将面临坎坷</blockquote>
By Ankit Ajmera May 7 (Reuters)-U.S. auto parts suppliers warned of more production cuts at major au
U.S. auto part makers brace for a bumpy ride as chip shortage to intensify<blockquote>随着芯片短缺加剧，美国汽车零部件制造商将面临坎坷</blockquote>
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thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/195562052","repostId":"1175570783","repostType":4,"repost":{"id":"1175570783","kind":"news","pubTimestamp":1621300286,"share":"https://www.laohu8.com/m/news/1175570783?lang=zh_CN&edition=full","pubTime":"2021-05-18 09:11","market":"us","language":"en","title":"AT&T’s Dividend Payout Stands to Be Cut ‘Nearly 50%’ in WarnerMedia Deal<blockquote>在华纳媒体交易中，AT&T的股息支付将削减“近50%”</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1175570783","media":"barrons","summary":"There’s bad news for income investors: AT&T’s 52-cent-a-share dividend would be cut if its sale of W","content":"<p>There’s bad news for income investors: AT&T’s 52-cent-a-share dividend would be cut if its sale of WarnerMedia to Discovery goes through.</p><p><blockquote>对于收益投资者来说，有个坏消息：如果AT&T将WarnerMedia出售给Discovery成功，其每股52美分的股息将被削减。</blockquote></p><p>Still, AT&T (ticker: T) investors initially applauded the deal, announced Monday morning, as it would help the telecom company focus on its core and reduce its high debt burden. The stock was at $33 and change at around 11 a.m., up about 3% on the session. It currently yields 6.2%.</p><p><blockquote>尽管如此，AT&T（股票代码：T）投资者最初对周一上午宣布的这笔交易表示赞赏，因为这将有助于这家电信公司专注于其核心业务并减轻其高额债务负担。该股价格为33美元，上午11点左右发生变化，盘中上涨约3%。目前收益率为6.2%。</blockquote></p><p>The stock, which has lagged behind the broader market in recent years, has long been a popular option for equity income investors. It has a five-year annual return of about 2.5%, versus 17.6% for the S&P 500, according to FactSet.</p><p><blockquote>该股近年来表现落后于大盘，长期以来一直是股权收益投资者的热门选择。FactSet的数据显示，该公司的五年年回报率约为2.5%，而标准普尔500指数的年回报率为17.6%。</blockquote></p><p>But the dividend’s health had been in question given a debt load that was exacerbated by the company’s 2018 acquisition of the WarnerMedia assets, which include TNT, CNN, HBO, and the Warner Bros. movie studio. As of March 31, long-term debt totaled about $160.7 billion, up from $153.8 billion at the end of 2020.</p><p><blockquote>但鉴于该公司2018年收购华纳媒体资产（包括TNT、CNN、HBO和华纳兄弟电影制片厂）加剧了债务负担，股息的健康状况一直受到质疑。截至3月31日，长期债务总额约为1607亿美元，高于2020年底的1538亿美元。</blockquote></p><p>In an interview with CNBC Monday morning, AT&T CEO John Stankey said “there’s been some overhang on our equity that’s been driven by the balance sheet dynamic,” notably debt. The deal will allow AT&T to “accelerate our deleveraging of the business,” he added.</p><p><blockquote>周一上午，AT&T首席执行官约翰·斯坦基(John Stankey)在接受CNBC采访时表示，“在资产负债表动态的推动下，我们的股本出现了一些过剩”，尤其是债务。他补充说，这笔交易将使AT&T能够“加速我们的业务去杠杆化”。</blockquote></p><p>Under the deal with Discovery (DISCA), AT&T shareholders would own 71% of the new company—potentially capturing some upside there if the combination works as billed.</p><p><blockquote>根据与Discovery(DISCA)的交易，AT&T股东将拥有新公司71%的股份——如果合并按计划进行，可能会获得一些上涨空间。</blockquote></p><p>Stankey told CNBC that the company is giving the shareholders an interest in a fast-growing media company and that AT&T is “continuing to maintain a very, very hearty and healthy dividend.”</p><p><blockquote>斯坦基告诉CNBC，该公司正在让股东对一家快速增长的媒体公司感兴趣，并且AT&T“继续保持非常非常丰厚和健康的股息”。</blockquote></p><p>In April, AT&T said it was aiming for a dividend payout ratio in the “high 50% range.” But with the WarnerMedia assets jettisoned, it needs to resize, or cut, the dividend.</p><p><blockquote>4月份，AT&T表示，其目标是股息支付率在“50%的高范围内”。但随着华纳媒体资产被抛弃，它需要调整或削减股息。</blockquote></p><p>In a news release Monday, AT&T said it expects an “annual dividend payout ratio of 40% to 43% of anticipated free cash flow of $20 billion plus.”</p><p><blockquote>AT&T在周一的新闻稿中表示，预计“年度股息支付率为200亿美元以上预期自由现金流的40%至43%”。</blockquote></p><p>Simon Flannery of Morgan Stanley observed in a research note Monday that, “If we assume an $8 [billion] payout, this would be a nearly 50% reduction from current levels of some $15 [billion] and would put the stock on a low 4%” yield and that stock “buybacks could also be a possibility down the road.”</p><p><blockquote>摩根士丹利(Morgan Stanley)的西蒙·弗兰纳里(Simon Flannery)周一在一份研究报告中指出，“如果我们假设派息为80亿美元，这将比目前约150亿美元的水平减少近50%，并将使该股处于低位。”4%的收益率和股票“回购也可能是未来的一种可能性。”</blockquote></p><p>Bottom line: It’s still a cut.</p><p><blockquote>底线：这仍然是一个削减。</blockquote></p><p>And that could put its status as a member of the S&P 500 Dividend Aristocrats, a group of stocks that have paid out higher dividends for at least 25 straight years, in peril. AT&T’s last increase, by a penny, was declared in late 2019.</p><p><blockquote>这可能会使其作为标普500股息贵族成员的地位面临危险，这是一群至少连续25年支付较高股息的股票。AT&T上一次涨价是在2019年底宣布的，涨幅为1美分。</blockquote></p><p>The stock’s status in that group will be reviewed, according to Howard Silverblatt of S&P Dow Jones Indices.</p><p><blockquote>标准普尔道琼斯指数公司的霍华德·西尔弗布拉特表示，该股在该组中的地位将受到审查。</blockquote></p><p></p>","source":"lsy1601382232898","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>AT&T’s Dividend Payout Stands to Be Cut ‘Nearly 50%’ in WarnerMedia Deal<blockquote>在华纳媒体交易中，AT&T的股息支付将削减“近50%”</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\">\nAT&T’s Dividend Payout Stands to Be Cut ‘Nearly 50%’ in WarnerMedia Deal<blockquote>在华纳媒体交易中，AT&T的股息支付将削减“近50%”</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">barrons</strong><span class=\"h-time small\">2021-05-18 09:11</span>\n</p>\n</h4>\n</header>\n<article>\n<p>There’s bad news for income investors: AT&T’s 52-cent-a-share dividend would be cut if its sale of WarnerMedia to Discovery goes through.</p><p><blockquote>对于收益投资者来说，有个坏消息：如果AT&T将WarnerMedia出售给Discovery成功，其每股52美分的股息将被削减。</blockquote></p><p>Still, AT&T (ticker: T) investors initially applauded the deal, announced Monday morning, as it would help the telecom company focus on its core and reduce its high debt burden. The stock was at $33 and change at around 11 a.m., up about 3% on the session. It currently yields 6.2%.</p><p><blockquote>尽管如此，AT&T（股票代码：T）投资者最初对周一上午宣布的这笔交易表示赞赏，因为这将有助于这家电信公司专注于其核心业务并减轻其高额债务负担。该股价格为33美元，上午11点左右发生变化，盘中上涨约3%。目前收益率为6.2%。</blockquote></p><p>The stock, which has lagged behind the broader market in recent years, has long been a popular option for equity income investors. It has a five-year annual return of about 2.5%, versus 17.6% for the S&P 500, according to FactSet.</p><p><blockquote>该股近年来表现落后于大盘，长期以来一直是股权收益投资者的热门选择。FactSet的数据显示，该公司的五年年回报率约为2.5%，而标准普尔500指数的年回报率为17.6%。</blockquote></p><p>But the dividend’s health had been in question given a debt load that was exacerbated by the company’s 2018 acquisition of the WarnerMedia assets, which include TNT, CNN, HBO, and the Warner Bros. movie studio. As of March 31, long-term debt totaled about $160.7 billion, up from $153.8 billion at the end of 2020.</p><p><blockquote>但鉴于该公司2018年收购华纳媒体资产（包括TNT、CNN、HBO和华纳兄弟电影制片厂）加剧了债务负担，股息的健康状况一直受到质疑。截至3月31日，长期债务总额约为1607亿美元，高于2020年底的1538亿美元。</blockquote></p><p>In an interview with CNBC Monday morning, AT&T CEO John Stankey said “there’s been some overhang on our equity that’s been driven by the balance sheet dynamic,” notably debt. The deal will allow AT&T to “accelerate our deleveraging of the business,” he added.</p><p><blockquote>周一上午，AT&T首席执行官约翰·斯坦基(John Stankey)在接受CNBC采访时表示，“在资产负债表动态的推动下，我们的股本出现了一些过剩”，尤其是债务。他补充说，这笔交易将使AT&T能够“加速我们的业务去杠杆化”。</blockquote></p><p>Under the deal with Discovery (DISCA), AT&T shareholders would own 71% of the new company—potentially capturing some upside there if the combination works as billed.</p><p><blockquote>根据与Discovery(DISCA)的交易，AT&T股东将拥有新公司71%的股份——如果合并按计划进行，可能会获得一些上涨空间。</blockquote></p><p>Stankey told CNBC that the company is giving the shareholders an interest in a fast-growing media company and that AT&T is “continuing to maintain a very, very hearty and healthy dividend.”</p><p><blockquote>斯坦基告诉CNBC，该公司正在让股东对一家快速增长的媒体公司感兴趣，并且AT&T“继续保持非常非常丰厚和健康的股息”。</blockquote></p><p>In April, AT&T said it was aiming for a dividend payout ratio in the “high 50% range.” But with the WarnerMedia assets jettisoned, it needs to resize, or cut, the dividend.</p><p><blockquote>4月份，AT&T表示，其目标是股息支付率在“50%的高范围内”。但随着华纳媒体资产被抛弃，它需要调整或削减股息。</blockquote></p><p>In a news release Monday, AT&T said it expects an “annual dividend payout ratio of 40% to 43% of anticipated free cash flow of $20 billion plus.”</p><p><blockquote>AT&T在周一的新闻稿中表示，预计“年度股息支付率为200亿美元以上预期自由现金流的40%至43%”。</blockquote></p><p>Simon Flannery of Morgan Stanley observed in a research note Monday that, “If we assume an $8 [billion] payout, this would be a nearly 50% reduction from current levels of some $15 [billion] and would put the stock on a low 4%” yield and that stock “buybacks could also be a possibility down the road.”</p><p><blockquote>摩根士丹利(Morgan Stanley)的西蒙·弗兰纳里(Simon Flannery)周一在一份研究报告中指出，“如果我们假设派息为80亿美元，这将比目前约150亿美元的水平减少近50%，并将使该股处于低位。”4%的收益率和股票“回购也可能是未来的一种可能性。”</blockquote></p><p>Bottom line: It’s still a cut.</p><p><blockquote>底线：这仍然是一个削减。</blockquote></p><p>And that could put its status as a member of the S&P 500 Dividend Aristocrats, a group of stocks that have paid out higher dividends for at least 25 straight years, in peril. AT&T’s last increase, by a penny, was declared in late 2019.</p><p><blockquote>这可能会使其作为标普500股息贵族成员的地位面临危险，这是一群至少连续25年支付较高股息的股票。AT&T上一次涨价是在2019年底宣布的，涨幅为1美分。</blockquote></p><p>The stock’s status in that group will be reviewed, according to Howard Silverblatt of S&P Dow Jones Indices.</p><p><blockquote>标准普尔道琼斯指数公司的霍华德·西尔弗布拉特表示，该股在该组中的地位将受到审查。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/at-ts-dividend-payout-stands-to-be-cut-nearly-50-in-warnermedia-deal-51621268533?siteid=yhoof2\">barrons</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":{"T":"At&T"},"source_url":"https://www.barrons.com/articles/at-ts-dividend-payout-stands-to-be-cut-nearly-50-in-warnermedia-deal-51621268533?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175570783","content_text":"There’s bad news for income investors: AT&T’s 52-cent-a-share dividend would be cut if its sale of WarnerMedia to Discovery goes through.Still, AT&T (ticker: T) investors initially applauded the deal, announced Monday morning, as it would help the telecom company focus on its core and reduce its high debt burden. The stock was at $33 and change at around 11 a.m., up about 3% on the session. It currently yields 6.2%.The stock, which has lagged behind the broader market in recent years, has long been a popular option for equity income investors. It has a five-year annual return of about 2.5%, versus 17.6% for the S&P 500, according to FactSet.But the dividend’s health had been in question given a debt load that was exacerbated by the company’s 2018 acquisition of the WarnerMedia assets, which include TNT, CNN, HBO, and the Warner Bros. movie studio. As of March 31, long-term debt totaled about $160.7 billion, up from $153.8 billion at the end of 2020.In an interview with CNBC Monday morning, AT&T CEO John Stankey said “there’s been some overhang on our equity that’s been driven by the balance sheet dynamic,” notably debt. The deal will allow AT&T to “accelerate our deleveraging of the business,” he added.Under the deal with Discovery (DISCA), AT&T shareholders would own 71% of the new company—potentially capturing some upside there if the combination works as billed.Stankey told CNBC that the company is giving the shareholders an interest in a fast-growing media company and that AT&T is “continuing to maintain a very, very hearty and healthy dividend.”In April, AT&T said it was aiming for a dividend payout ratio in the “high 50% range.” But with the WarnerMedia assets jettisoned, it needs to resize, or cut, the dividend.In a news release Monday, AT&T said it expects an “annual dividend payout ratio of 40% to 43% of anticipated free cash flow of $20 billion plus.”Simon Flannery of Morgan Stanley observed in a research note Monday that, “If we assume an $8 [billion] payout, this would be a nearly 50% reduction from current levels of some $15 [billion] and would put the stock on a low 4%” yield and that stock “buybacks could also be a possibility down the road.”Bottom line: It’s still a cut.And that could put its status as a member of the S&P 500 Dividend Aristocrats, a group of stocks that have paid out higher dividends for at least 25 straight years, in peril. AT&T’s last increase, by a penny, was declared in late 2019.The stock’s status in that group will be reviewed, according to Howard Silverblatt of S&P Dow Jones Indices.","news_type":1,"symbols_score_info":{"T":0.9}},"isVote":1,"tweetType":1,"viewCount":1586,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":195568753,"gmtCreate":1621302368472,"gmtModify":1634192630938,"author":{"id":"3582677815481587","authorId":"3582677815481587","name":"Rick0209","avatar":"https://static.tigerbbs.com/0473410a82f383ed42bd4fe03ee0ef85","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582677815481587","authorIdStr":"3582677815481587"},"themes":[],"htmlText":"Leggooo","listText":"Leggooo","text":"Leggooo","images":[{"img":"https://static.tigerbbs.com/0dd100cf284c980cbe16d8139ec81eda","width":"1080","height":"2101"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/195568753","isVote":1,"tweetType":1,"viewCount":1993,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":195306592,"gmtCreate":1621255204916,"gmtModify":1634193022709,"author":{"id":"3582677815481587","authorId":"3582677815481587","name":"Rick0209","avatar":"https://static.tigerbbs.com/0473410a82f383ed42bd4fe03ee0ef85","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582677815481587","authorIdStr":"3582677815481587"},"themes":[],"htmlText":"Lockdown 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go?😏","images":[{"img":"https://static.tigerbbs.com/dbfe5055210e003493505f5941c02302","width":"1080","height":"2101"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/190847951","isVote":1,"tweetType":1,"viewCount":1535,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":107413641,"gmtCreate":1620528327783,"gmtModify":1634198237849,"author":{"id":"3582677815481587","authorId":"3582677815481587","name":"Rick0209","avatar":"https://static.tigerbbs.com/0473410a82f383ed42bd4fe03ee0ef85","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582677815481587","authorIdStr":"3582677815481587"},"themes":[],"htmlText":"Ok good","listText":"Ok good","text":"Ok good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/107413641","repostId":"1173129939","repostType":4,"repost":{"id":"1173129939","kind":"news","pubTimestamp":1620452048,"share":"https://www.laohu8.com/m/news/1173129939?lang=zh_CN&edition=full","pubTime":"2021-05-08 13:34","market":"hk","language":"en","title":"U.S. auto part makers brace for a bumpy ride as chip shortage to intensify<blockquote>随着芯片短缺加剧，美国汽车零部件制造商将面临坎坷</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1173129939","media":"Nasdaq","summary":"By Ankit Ajmera\nMay 7 (Reuters)-U.S. auto parts suppliers warned of more production cuts at major au","content":"<p>By Ankit Ajmera</p><p><blockquote>作者：安基特·阿杰梅拉</blockquote></p><p> May 7 (Reuters)-U.S. auto parts suppliers warned of more production cuts at major automakers as a global semiconductor chip shortage worsens before easing in the second half of the year and aiding in a partial recovery of lost sales.</p><p><blockquote>路透5月7日-美国。汽车零部件供应商警告称，随着全球半导体芯片短缺问题恶化，主要汽车制造商将进一步减产，然后在下半年缓解并帮助部分恢复销售损失。</blockquote></p><p> The chip shortage came at an inopportune time for automakers as demand rebounded from pandemic lows due to low interest rates and consumers' preference for personal transport amid the health crisis.</p><p><blockquote>芯片短缺对汽车制造商来说来得不合时宜，因为由于低利率和消费者在健康危机中偏爱个人交通工具，需求从大流行低点反弹。</blockquote></p><p> \"We've embedded a 3% reduction in industry production to factor in what we're anticipating and expecting as further announced downtime that hasn't been publicly announced at this point,\" Lear CorpLEA.NChief Financial Officer Jason Cardew said on Friday.</p><p><blockquote>Lear Corple.n首席财务官Jason Cardew周五表示：“我们已将行业产量减少3%，以考虑到我们的预期和预期，即目前尚未公开宣布的进一步宣布的停机时间。”</blockquote></p><p> \"We have line of sight on a more meaningful reduction (in production) in the second quarter than IHS Markit and others are projecting,\" Cardew said.</p><p><blockquote>卡杜表示：“我们预计第二季度（产量）将比IHS Markit和其他公司预测的更有意义。”</blockquote></p><p> Ford Motor CoF.N, a major customer for Lear and peers including BorgWarnerBWA.Nand Magna InternationalMG.TO, has said the chip shortage would halve its vehicle output in the second quarter.</p><p><blockquote>福特汽车公司（Ford Motor CoF.N）是李尔以及博格华纳（BorgWarnerBWA.Nand）和麦格纳国际（Magna InternationalMG.TO）等同行的主要客户，该公司表示，芯片短缺将使其第二季度的汽车产量减半。</blockquote></p><p> Europe's VolkswagenVOWG_p.DE, another customer for the three suppliers, has said it is in \"crisis mode\" over the lack of badly needed automotive chips, with the shortage intensifying and hitting its profits in the second quarter.</p><p><blockquote>这三家供应商的另一个客户欧洲大众汽车VOWG_p.DE表示，由于缺乏急需的汽车芯片，该公司正处于“危机模式”，短缺加剧并影响了第二季度的利润。</blockquote></p><p> Lear, which makes automotive seating, cut its global vehicle production forecast to a 9% rise, from up to 12% it had predicted at the beginning of the year, while also expecting second-quarter revenue to fall 9% from the first.</p><p><blockquote>汽车座椅制造商李尔将全球汽车产量预期从年初预测的12%下调至9%，同时还预计第二季度收入将较第一季度下降9%。</blockquote></p><p> Auto suppliers also cautioned that the pain from the shortage could linger at least until the next year.</p><p><blockquote>汽车供应商还警告说，短缺带来的痛苦可能至少会持续到明年。</blockquote></p><p> \"We don't expect the supply/demand imbalance to fully recover to normalized levels until 2022,\" said Joseph Massaro, chief financial officer of AptivAPTV.N, a maker of advanced driver assistance systems, vehicle computers and high-voltage cabling.</p><p><blockquote>高级驾驶辅助系统、车载电脑和高压电缆制造商AptivAPTV.N首席财务官Joseph Massaro表示：“我们预计供需失衡要到2022年才能完全恢复到正常水平。”</blockquote></p><p> Auto suppliers are also grappling with pressure on their margins from rising costs of key inputs such as steel and copper.</p><p><blockquote>汽车供应商也在努力应对钢铁和铜等关键投入成本上升给利润率带来的压力。</blockquote></p><p> However, many expect to offset some of those costs as automaker customers focus on building higher margin, more profitable pickup trucks and sport utility vehicles.</p><p><blockquote>然而，许多人预计，随着汽车制造商客户专注于制造利润率更高、利润更高的皮卡车和运动型多用途车，这些成本将抵消部分成本。</blockquote></p><p> \"On the biggest raw material purchases, we have about 60% pass through with our customers,\" BorgWarner Chief Executive Officer Frederic Lissalde said.</p><p><blockquote>博格华纳首席执行官Frederic Lissalde表示：“在最大的原材料采购中，我们约60%是通过客户采购的。”</blockquote></p><p> Still, most suppliers have raised or reaffirmed their full-year financial outlooks, thanks to the better-than-expected performance in the first quarter.</p><p><blockquote>尽管如此，由于第一季度好于预期的表现，大多数供应商都上调或重申了全年财务前景。</blockquote></p><p> Analysts highlighted risks associated with the production outlooks from some suppliers as chip demand rises from other sectors such as enterprise, cloud and consumer electronics following speedy COVID-19 vaccinations and economies reopening.</p><p><blockquote>分析师强调了与一些供应商的生产前景相关的风险，因为随着COVID-19疫苗的快速接种和经济重新开放，企业、云和消费电子等其他行业的芯片需求上升。</blockquote></p><p> \"The question in my mind is can this (production loss) be made up later on in the year. And that's really an unknown,\" Magna Chief Financial Officer Vincent Galifi said.</p><p><blockquote>麦格纳首席财务官文森特·加利菲表示：“我心中的问题是，今年晚些时候能否弥补（产量损失）。这确实是一个未知数。”</blockquote></p><p></p>","source":"lsy1603171495471","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. auto part makers brace for a bumpy ride as chip shortage to intensify<blockquote>随着芯片短缺加剧，美国汽车零部件制造商将面临坎坷</blockquote></title>\n<style 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#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. auto part makers brace for a bumpy ride as chip shortage to intensify<blockquote>随着芯片短缺加剧，美国汽车零部件制造商将面临坎坷</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Nasdaq</strong><span class=\"h-time small\">2021-05-08 13:34</span>\n</p>\n</h4>\n</header>\n<article>\n<p>By Ankit Ajmera</p><p><blockquote>作者：安基特·阿杰梅拉</blockquote></p><p> May 7 (Reuters)-U.S. auto parts suppliers warned of more production cuts at major automakers as a global semiconductor chip shortage worsens before easing in the second half of the year and aiding in a partial recovery of lost sales.</p><p><blockquote>路透5月7日-美国。汽车零部件供应商警告称，随着全球半导体芯片短缺问题恶化，主要汽车制造商将进一步减产，然后在下半年缓解并帮助部分恢复销售损失。</blockquote></p><p> The chip shortage came at an inopportune time for automakers as demand rebounded from pandemic lows due to low interest rates and consumers' preference for personal transport amid the health crisis.</p><p><blockquote>芯片短缺对汽车制造商来说来得不合时宜，因为由于低利率和消费者在健康危机中偏爱个人交通工具，需求从大流行低点反弹。</blockquote></p><p> \"We've embedded a 3% reduction in industry production to factor in what we're anticipating and expecting as further announced downtime that hasn't been publicly announced at this point,\" Lear CorpLEA.NChief Financial Officer Jason Cardew said on Friday.</p><p><blockquote>Lear Corple.n首席财务官Jason Cardew周五表示：“我们已将行业产量减少3%，以考虑到我们的预期和预期，即目前尚未公开宣布的进一步宣布的停机时间。”</blockquote></p><p> \"We have line of sight on a more meaningful reduction (in production) in the second quarter than IHS Markit and others are projecting,\" Cardew said.</p><p><blockquote>卡杜表示：“我们预计第二季度（产量）将比IHS Markit和其他公司预测的更有意义。”</blockquote></p><p> Ford Motor CoF.N, a major customer for Lear and peers including BorgWarnerBWA.Nand Magna InternationalMG.TO, has said the chip shortage would halve its vehicle output in the second quarter.</p><p><blockquote>福特汽车公司（Ford Motor CoF.N）是李尔以及博格华纳（BorgWarnerBWA.Nand）和麦格纳国际（Magna InternationalMG.TO）等同行的主要客户，该公司表示，芯片短缺将使其第二季度的汽车产量减半。</blockquote></p><p> Europe's VolkswagenVOWG_p.DE, another customer for the three suppliers, has said it is in \"crisis mode\" over the lack of badly needed automotive chips, with the shortage intensifying and hitting its profits in the second quarter.</p><p><blockquote>这三家供应商的另一个客户欧洲大众汽车VOWG_p.DE表示，由于缺乏急需的汽车芯片，该公司正处于“危机模式”，短缺加剧并影响了第二季度的利润。</blockquote></p><p> Lear, which makes automotive seating, cut its global vehicle production forecast to a 9% rise, from up to 12% it had predicted at the beginning of the year, while also expecting second-quarter revenue to fall 9% from the first.</p><p><blockquote>汽车座椅制造商李尔将全球汽车产量预期从年初预测的12%下调至9%，同时还预计第二季度收入将较第一季度下降9%。</blockquote></p><p> Auto suppliers also cautioned that the pain from the shortage could linger at least until the next year.</p><p><blockquote>汽车供应商还警告说，短缺带来的痛苦可能至少会持续到明年。</blockquote></p><p> \"We don't expect the supply/demand imbalance to fully recover to normalized levels until 2022,\" said Joseph Massaro, chief financial officer of AptivAPTV.N, a maker of advanced driver assistance systems, vehicle computers and high-voltage cabling.</p><p><blockquote>高级驾驶辅助系统、车载电脑和高压电缆制造商AptivAPTV.N首席财务官Joseph Massaro表示：“我们预计供需失衡要到2022年才能完全恢复到正常水平。”</blockquote></p><p> Auto suppliers are also grappling with pressure on their margins from rising costs of key inputs such as steel and copper.</p><p><blockquote>汽车供应商也在努力应对钢铁和铜等关键投入成本上升给利润率带来的压力。</blockquote></p><p> However, many expect to offset some of those costs as automaker customers focus on building higher margin, more profitable pickup trucks and sport utility vehicles.</p><p><blockquote>然而，许多人预计，随着汽车制造商客户专注于制造利润率更高、利润更高的皮卡车和运动型多用途车，这些成本将抵消部分成本。</blockquote></p><p> \"On the biggest raw material purchases, we have about 60% pass through with our customers,\" BorgWarner Chief Executive Officer Frederic Lissalde said.</p><p><blockquote>博格华纳首席执行官Frederic Lissalde表示：“在最大的原材料采购中，我们约60%是通过客户采购的。”</blockquote></p><p> Still, most suppliers have raised or reaffirmed their full-year financial outlooks, thanks to the better-than-expected performance in the first quarter.</p><p><blockquote>尽管如此，由于第一季度好于预期的表现，大多数供应商都上调或重申了全年财务前景。</blockquote></p><p> Analysts highlighted risks associated with the production outlooks from some suppliers as chip demand rises from other sectors such as enterprise, cloud and consumer electronics following speedy COVID-19 vaccinations and economies reopening.</p><p><blockquote>分析师强调了与一些供应商的生产前景相关的风险，因为随着COVID-19疫苗的快速接种和经济重新开放，企业、云和消费电子等其他行业的芯片需求上升。</blockquote></p><p> \"The question in my mind is can this (production loss) be made up later on in the year. And that's really an unknown,\" Magna Chief Financial Officer Vincent Galifi said.</p><p><blockquote>麦格纳首席财务官文森特·加利菲表示：“我心中的问题是，今年晚些时候能否弥补（产量损失）。这确实是一个未知数。”</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.nasdaq.com/articles/u.s.-auto-part-makers-brace-for-a-bumpy-ride-as-chip-shortage-to-intensify-2021-05-07\">Nasdaq</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":{"F":"福特汽车"},"source_url":"https://www.nasdaq.com/articles/u.s.-auto-part-makers-brace-for-a-bumpy-ride-as-chip-shortage-to-intensify-2021-05-07","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173129939","content_text":"By Ankit Ajmera\nMay 7 (Reuters)-U.S. auto parts suppliers warned of more production cuts at major automakers as a global semiconductor chip shortage worsens before easing in the second half of the year and aiding in a partial recovery of lost sales.\nThe chip shortage came at an inopportune time for automakers as demand rebounded from pandemic lows due to low interest rates and consumers' preference for personal transport amid the health crisis.\n\"We've embedded a 3% reduction in industry production to factor in what we're anticipating and expecting as further announced downtime that hasn't been publicly announced at this point,\" Lear CorpLEA.NChief Financial Officer Jason Cardew said on Friday.\n\"We have line of sight on a more meaningful reduction (in production) in the second quarter than IHS Markit and others are projecting,\" Cardew said.\nFord Motor CoF.N, a major customer for Lear and peers including BorgWarnerBWA.Nand Magna InternationalMG.TO, has said the chip shortage would halve its vehicle output in the second quarter.\nEurope's VolkswagenVOWG_p.DE, another customer for the three suppliers, has said it is in \"crisis mode\" over the lack of badly needed automotive chips, with the shortage intensifying and hitting its profits in the second quarter.\nLear, which makes automotive seating, cut its global vehicle production forecast to a 9% rise, from up to 12% it had predicted at the beginning of the year, while also expecting second-quarter revenue to fall 9% from the first.\nAuto suppliers also cautioned that the pain from the shortage could linger at least until the next year.\n\"We don't expect the supply/demand imbalance to fully recover to normalized levels until 2022,\" said Joseph Massaro, chief financial officer of AptivAPTV.N, a maker of advanced driver assistance systems, vehicle computers and high-voltage cabling.\nAuto suppliers are also grappling with pressure on their margins from rising costs of key inputs such as steel and copper.\nHowever, many expect to offset some of those costs as automaker customers focus on building higher margin, more profitable pickup trucks and sport utility vehicles.\n\"On the biggest raw material purchases, we have about 60% pass through with our customers,\" BorgWarner Chief Executive Officer Frederic Lissalde said.\nStill, most suppliers have raised or reaffirmed their full-year financial outlooks, thanks to the better-than-expected performance in the first quarter.\nAnalysts highlighted risks associated with the production outlooks from some suppliers as chip demand rises from other sectors such as enterprise, cloud and consumer electronics following speedy COVID-19 vaccinations and economies reopening.\n\"The question in my mind is can this (production loss) be made up later on in the year. And that's really an unknown,\" Magna Chief Financial Officer Vincent Galifi said.","news_type":1,"symbols_score_info":{"F":0.9}},"isVote":1,"tweetType":1,"viewCount":1271,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":false}