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MattMartin

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- MattMartinMattMartin
  ·2022-04-06
  This is very good. It's stellar and fuck India. Fking block SEA group to use their own fking apps. Bullshit on security issue.
  Sea Limited's Shopee Moving Out Of India: Good Or Bad?
  SummaryLast week, Sea Limited announced that Shopee would withdraw from India.Initially, the stock d
  Sea Limited's Shopee Moving Out Of India: Good Or Bad?
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- MattMartinMattMartin
  ·2022-04-03
  Indeed totally NVDA is a total buy.
  Intel's New GPUs Shows Promise, but Nvidia Still Has the Advantage
  A lot of ink was spilled recently as Intel unveiled its oft-anticipated Arc GPU, slated to be releas
  Intel's New GPUs Shows Promise, but Nvidia Still Has the Advantage
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- MattMartinMattMartin
  ·2021-12-20
  Wonderful times to invest!
  Nike, Micron, BlackBerry, CarMax, and Other Stocks for Investors to Watch This Week
  Stock and bond markets around the world will be closed Friday in observance of Christmas. Before the holiday break,Nike and Micron Technology report on Monday,BlackBerry and General Mills on Tuesday, and CarMax,Cintas,and Paychex on Wednesday.It will be a busy week of economic data releases. On Monday, the Conference Board publishes its Leading Economic Index for November, followed by its Consumer Confidence Index for December on Wednesday.On Thursday, the Bureau of Economic Analysis reports per
  Nike, Micron, BlackBerry, CarMax, and Other Stocks for Investors to Watch This Week
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is very good. &nbsp;It's stellar and fuck India. Fking block SEA group to use their own fking apps. Bullshit on security issue.&nbsp;","listText":"This is very good. &nbsp;It's stellar and fuck India. Fking block SEA group to use their own fking apps. Bullshit on security issue.&nbsp;","text":"This is very good. It's stellar and fuck India. Fking block SEA group to use their own fking apps. Bullshit on security issue.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/619624151","repostId":"2225886665","repostType":4,"repost":{"id":"2225886665","pubTimestamp":1649217606,"share":"https://www.laohu8.com/m/news/2225886665?lang=&edition=full","pubTime":"2022-04-06 12:00","market":"us","language":"en","title":"Sea Limited's Shopee Moving Out Of India: Good Or Bad?","url":"https://stock-news.laohu8.com/highlight/detail?id=2225886665","media":"seekingalpha","summary":"SummaryLast week, Sea Limited announced that Shopee would withdraw from India.Initially, the stock d","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Last week, Sea Limited announced that Shopee would withdraw from India.</li><li>Initially, the stock dropped 10% but it ended up on the day.</li><li>I analyze the news, what it means for Sea as a whole and how this affects my view on the company.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1cff71f84c3894bd1998e1f56d28fff2\" tg-width=\"750\" tg-height=\"500\" width=\"100%\" height=\"auto\"/><span>kokkai/iStock Unreleased via Getty Images</span></p><p><b>Introduction</b></p><p>If last Monday, you only looked at your portfolio at the end of the day, you missed the high volatility of Sea Limited&#39;s (NYSE:SE) stock that day. It was down about 10% in the early market hours but it ended up 0.93% if you added the after-market move. During market hours, it was up 0.74%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3dfc2e1e4ec801537320be8f7b026325\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"/><span>YCharts</span></p><p>In the meantime, the stock continued to climb after this news and at the moment of writing, it&#39;s up 13.5% in a week.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0074ef62f3078447dca0080fa83fe577\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p>Shopee India had just launched a few months earlier, in October 2021, when it started recruiting sellers in the country. It offered very interesting conditions to attract sellers, such as free shipping and zero commissions.</p><p>The Confederation of All India Traders or CAIT had filed a complaint that Shopee used predatory pricing tactics. The complaint actually summarized well how Shopee can grab so much market share so fast in new markets.</p><blockquote>Shopee’s deep discounting tactics, including flash sales of products for Re.1, Rs 9 and Rs 49, were aimed at attracting a large base of customers and consumer preference data which the company could use to its advantage.</blockquote><p>The CCI (Competition Commission of India) had dismissed this claim. The CCI confirmed the tactics but it said that Shopee didn&#39;t use these tactics to kill competition, as its position didn&#39;t allow that yet. CAIT had also claimed that Shopee should be banned from India, just like Free Fire because of its ties with Tencent (OTCPK:TCEHY). As far as I know, there has been no news about that part of the claim. Tencent still owns 18% of the shares and it has committed to holding substantial ownership for the longer term. Its voting power in Sea is now less than 10%, which is a crucial threshold.</p><p><b>The pieces of the puzzle</b></p><p>While the first reaction I had (and maybe you and the market as well) was that this had to do with the Free Fire ban, this paragraph of the Tech Crunch article seems to suggest otherwise:</p><blockquote>A source familiar with the matter told TechCrunch Shopee’s India shutdown decision is not linked with the Free Fire ban in India.</blockquote><p>Shopee India is not the first market that was closed a few months after the launch. Shopee France followed the same trajectory and that adds to the probability of this being true, although there could have been some form of trade-off behind the scenes. Something like: &#34;If you withdraw Shopee from India, we might be much more willing to allow Free Fire again.&#34; Free Fire is a cash machine, Shopee India is a money-losing initiative so that trade-off would probably be a no-brainer for Sea. But this is pure speculation. I&#39;m not trying to launch any conspiracy theory here.</p><p>The real reason to shut down Shopee India is probably much simpler. Just look at this statement from Sea that Tech Crunch cited (<i>my bold</i>).</p><blockquote><b>In view of global market uncertainties</b>, we have decided to close our early-stage Shopee India initiative.</blockquote><p>This is business talk and quite vague, but I think it&#39;s quite clear what&#39;s going on if you look at the context. Remember this quote from the Q4 conference call?</p><blockquote>We currently expect Shopee to achieve positive adjusted EBITDA before HQ cost allocation in Southeast Asia and Taiwan by this year.</blockquote><p>And this one:</p><blockquote>In Brazil, where Shopee was launched in late 2019, we have already achieved strong traction with meaningful commercialization and improving efficiency.</blockquote><p>And this one:</p><blockquote>However, we strongly believe that by investing prudently and sustainably in Shopee Lat Am and Brazil in particular, we will generate significant value for our shareholders in the long run.</blockquote><p>Sea also expects SeaMoney to be cash-flow positive next year already (2023).</p><p>Let&#39;s put the pieces of the puzzle together here.</p><p>(1) Sea will focus much more on profitability.</p><p>(2) There were 19 mentions of Shopee Brazil on the conference call and none of Shopee India</p><p>(3) Shopee India would be a vast money-losing operation for years to come.</p><p>(4) Shopee Brazil is much further down the road than Shopee India.</p><p>(5) The company sees that what it does is working in Brazil.</p><p>If you put everything together, I think that there is logic in the statement of Sea that looked so vague. So I&#39;ll repeat it here:</p><blockquote><b>In view of global market uncertainties</b>, we have decided to close our early-stage Shopee India initiative.</blockquote><p>I think it&#39;s obvious that Sea sees what the market wants right now: more profitability, less money-losing growth. If the circumstances change, companies should change.</p><p><b>Learning from the past</b></p><p>When the dotcom crash hit Amazon, this is how its EBITDA changed.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9960cc477e8c66b7e59942c0a4d00ea5\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p>As you can see, the EBITDA of Amazon (AMZN) was negative all of the time, went down much more during the crash and then Amazon said that it would focus more on profitability and did so. Does this sound familiar? From that point on, Amazon&#39;s EBITDA just kept growing.</p><p>Mind you, it took a few years after the dotcom crash started before Amazon showed its power by posting positive EBITDA.</p><p><b>Is this a management mistake?</b></p><p>There are still a lot of other new Shopee markets, including Mexico, Colombia, Chile, Spain and Poland. Over the short term launching in so many countries at the same time has big implications for Sea&#39;s profitability. The fact that the market seems to have turned, that inflation is high and that interest rates will go up makes that we have a new situation. That&#39;s what&#39;s meant by</p><blockquote><b>In view of global market uncertainties</b>, we have decided to close our early-stage Shopee India initiative.</blockquote><p>Sea adapts to the new situation very fast. I would not be surprised if it closed its Spanish arm as well. And who knows, maybe even a few others, where Shopee doesn&#39;t see the traction that it had expected. In this new situation, that&#39;s not a mistake by the management, to the contrary. Adapting to new circumstances very fast is what the best companies of our time have always done. Netflix (NFLX) was going to launch Quikster and shut down the initiative after just a few weeks when it saw the reaction of customers and the market. Amazon focused on EBITDA when the market demanded that. Google (GOOGL) (GOOG) has also an impressive list of mistakes and failures and even Apple (AAPL) has scars.</p><p>If you want the perfect company, one that never makes any mistakes, you should probably invest in a company that has gone bankrupt. If you have to make decisions, you will make mistakes.</p><p>The number of errors that Amazon made is legendary and inherent to its business culture. The legendary Fire Phone was just the tip of the iceberg. You can read this list of 56 other failures. Here&#39;s a list of 50 Google failures. And here are 23 Apple mistakes. If you are still not convinced, Microsoft (MSFT) has probably wasted more money on failures than any other company. These are just 15 on the list.</p><p>Of course, no single mistake is identical. There are hardware and software mistakes. Usually, software mistakes are much less expensive. What you see is that hardware is shut down much faster; for software, it&#39;s often a few years, for the hardware failures, it&#39;s often in months. With its investments in zero commission and free shipping, Shopee resembles hardware failures much more and closing fast makes a lot of sense.</p><p>With hindsight knowledge, mistakes always look obvious. What was Microsoft thinking with its Nokia acquisition? Why did Amazon try to launch the Fire Phone? What was Google thinking when it launched the Google Glasses? Well, often, these companies had excellent reasons at the time. They saw a trend that they wanted to join, they saw an opportunity for competing, and they thought they could address a new market.</p><p><b>How I think about this</b></p><p>The same goes for Shopee. With the fast expansion, it thought that it made the best decision with everything known at the time. Don&#39;t forget that Sea went into these markets before October 2021. Only in November there was talk about inflation getting out of control and maybe not being transitory. It made a lot of sense going into new markets with the numbers Garena put up and the low-interest environment we lived in. Now that the circumstances have changed, the company has changed its strategy. That makes sense to me.</p><p>You can always interpret this kind of news in two ways. You can say that management screwed up, or you can say that management tried out a great opportunity.</p><p>Sea still has a lot of cash on its balance sheet, about $10B.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/af8d04022ba5aea798405b8b27d0cc9c\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p>At the same time, Garena remains a cash cow, even though it&#39;s not expected to grow anymore. But it adds to Sea&#39;s money pile. In an environment that looks suspiciously at companies investing huge piles of money for growth, and that only changed a few months ago, Sea changed its strategy. It will now focus on fewer markets where it has seen proof of traction, which can bring the scale of economy that Sea wants and it will focus on EBITDA profitability much faster than it had probably foreseen. That&#39;s more a sign of excellent management than poor management, in my opinion.</p><p>India probably only adds low single digits when it comes to Shopee&#39;s GMV (gross merchandise volume, the total dollar amount of all the products sold on the platform). Probably just 1% or 2%. Usually, Shopee beats that guidance. Maybe it just meets now, we&#39;ll have to see, but to me, this doesn&#39;t change the long-term thesis.</p><p>Shopee is still in a dozen other growth markets. It may shut down one or maybe a few others, but it will remain focusing on its 7 core markets: Singapore, Malaysia, Indonesia, Philippines, Taiwan, Thailand, and Vietnam. I am sure that it will keep investing heavily in Brazil too, as it clearly sees early signs of success there, with revenue up by 626% YoY in Brazil.</p><p>Mexico, Colombia and Chile are less certain and much earlier but I expect them to continue to invest there, but in declining order of certainty: Mexico, Colombia, Chile. I&#39;m not sure about Poland, although there are positive signs there, and even less sure about Spain as these are even much earlier and in a completely different market environment, resembling France a bit. I think there is a fairly high chance that Spain could also see Shopee leave, but we&#39;ll have to see. It is also possible that India was the last pull-back. As an outsider, you can&#39;t judge as well as the company, with its vast data points that it can use to make the necessary decisions.</p><p><b>Conclusion</b></p><p>We are in a different environment now and Shopee adapts to that new environment. I think that&#39;s more a strength than a weakness, although I&#39;m sure enough people will explain it as a failure of Sea&#39;s management. That&#39;s OK; everybody is entitled to their own opinion.</p><p>Shopee is still a very young company, just 6 years old (launched in 2015) and it has already shown impressive results in that short journey. It overtook Lazada and all other local players and became the number 1 in all of the Southeast Asian markets and Taiwan. I&#39;m confident that many other achievements will follow, but there will always be mistakes and stumbles. Knowing that Sea&#39;s management is not afraid to lose face by turning back the clock on what doesn&#39;t seem to work in the current circumstances doesn&#39;t lower my conviction.</p><p><i>In the meantime, keep growing!</i></p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Sea Limited's Shopee Moving Out Of India: Good Or Bad?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSea Limited's Shopee Moving Out Of India: Good Or Bad?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-06 12:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4499769-sea-stock-shopee-moving-out-india-good-bad><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryLast week, Sea Limited announced that Shopee would withdraw from India.Initially, the stock dropped 10% but it ended up on the day.I analyze the news, what it means for Sea as a whole and how ...</p>\n\n<a href=\"https://seekingalpha.com/article/4499769-sea-stock-shopee-moving-out-india-good-bad\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4139":"生物科技","BK4526":"热门中概股","BK4504":"桥水持仓","BK4085":"互动家庭娱乐","BK4566":"资本集团","BK4503":"景林资产持仓","BK4554":"元宇宙及AR概念","SE":"Sea Ltd","BK4551":"寇图资本持仓","BK4535":"淡马锡持仓","BK4548":"巴美列捷福持仓"},"source_url":"https://seekingalpha.com/article/4499769-sea-stock-shopee-moving-out-india-good-bad","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2225886665","content_text":"SummaryLast week, Sea Limited announced that Shopee would withdraw from India.Initially, the stock dropped 10% but it ended up on the day.I analyze the news, what it means for Sea as a whole and how this affects my view on the company.kokkai/iStock Unreleased via Getty ImagesIntroductionIf last Monday, you only looked at your portfolio at the end of the day, you missed the high volatility of Sea Limited's (NYSE:SE) stock that day. It was down about 10% in the early market hours but it ended up 0.93% if you added the after-market move. During market hours, it was up 0.74%.YChartsIn the meantime, the stock continued to climb after this news and at the moment of writing, it's up 13.5% in a week.Data by YChartsShopee India had just launched a few months earlier, in October 2021, when it started recruiting sellers in the country. It offered very interesting conditions to attract sellers, such as free shipping and zero commissions.The Confederation of All India Traders or CAIT had filed a complaint that Shopee used predatory pricing tactics. The complaint actually summarized well how Shopee can grab so much market share so fast in new markets.Shopee’s deep discounting tactics, including flash sales of products for Re.1, Rs 9 and Rs 49, were aimed at attracting a large base of customers and consumer preference data which the company could use to its advantage.The CCI (Competition Commission of India) had dismissed this claim. The CCI confirmed the tactics but it said that Shopee didn't use these tactics to kill competition, as its position didn't allow that yet. CAIT had also claimed that Shopee should be banned from India, just like Free Fire because of its ties with Tencent (OTCPK:TCEHY). As far as I know, there has been no news about that part of the claim. Tencent still owns 18% of the shares and it has committed to holding substantial ownership for the longer term. Its voting power in Sea is now less than 10%, which is a crucial threshold.The pieces of the puzzleWhile the first reaction I had (and maybe you and the market as well) was that this had to do with the Free Fire ban, this paragraph of the Tech Crunch article seems to suggest otherwise:A source familiar with the matter told TechCrunch Shopee’s India shutdown decision is not linked with the Free Fire ban in India.Shopee India is not the first market that was closed a few months after the launch. Shopee France followed the same trajectory and that adds to the probability of this being true, although there could have been some form of trade-off behind the scenes. Something like: \"If you withdraw Shopee from India, we might be much more willing to allow Free Fire again.\" Free Fire is a cash machine, Shopee India is a money-losing initiative so that trade-off would probably be a no-brainer for Sea. But this is pure speculation. I'm not trying to launch any conspiracy theory here.The real reason to shut down Shopee India is probably much simpler. Just look at this statement from Sea that Tech Crunch cited (my bold).In view of global market uncertainties, we have decided to close our early-stage Shopee India initiative.This is business talk and quite vague, but I think it's quite clear what's going on if you look at the context. Remember this quote from the Q4 conference call?We currently expect Shopee to achieve positive adjusted EBITDA before HQ cost allocation in Southeast Asia and Taiwan by this year.And this one:In Brazil, where Shopee was launched in late 2019, we have already achieved strong traction with meaningful commercialization and improving efficiency.And this one:However, we strongly believe that by investing prudently and sustainably in Shopee Lat Am and Brazil in particular, we will generate significant value for our shareholders in the long run.Sea also expects SeaMoney to be cash-flow positive next year already (2023).Let's put the pieces of the puzzle together here.(1) Sea will focus much more on profitability.(2) There were 19 mentions of Shopee Brazil on the conference call and none of Shopee India(3) Shopee India would be a vast money-losing operation for years to come.(4) Shopee Brazil is much further down the road than Shopee India.(5) The company sees that what it does is working in Brazil.If you put everything together, I think that there is logic in the statement of Sea that looked so vague. So I'll repeat it here:In view of global market uncertainties, we have decided to close our early-stage Shopee India initiative.I think it's obvious that Sea sees what the market wants right now: more profitability, less money-losing growth. If the circumstances change, companies should change.Learning from the pastWhen the dotcom crash hit Amazon, this is how its EBITDA changed.Data by YChartsAs you can see, the EBITDA of Amazon (AMZN) was negative all of the time, went down much more during the crash and then Amazon said that it would focus more on profitability and did so. Does this sound familiar? From that point on, Amazon's EBITDA just kept growing.Mind you, it took a few years after the dotcom crash started before Amazon showed its power by posting positive EBITDA.Is this a management mistake?There are still a lot of other new Shopee markets, including Mexico, Colombia, Chile, Spain and Poland. Over the short term launching in so many countries at the same time has big implications for Sea's profitability. The fact that the market seems to have turned, that inflation is high and that interest rates will go up makes that we have a new situation. That's what's meant byIn view of global market uncertainties, we have decided to close our early-stage Shopee India initiative.Sea adapts to the new situation very fast. I would not be surprised if it closed its Spanish arm as well. And who knows, maybe even a few others, where Shopee doesn't see the traction that it had expected. In this new situation, that's not a mistake by the management, to the contrary. Adapting to new circumstances very fast is what the best companies of our time have always done. Netflix (NFLX) was going to launch Quikster and shut down the initiative after just a few weeks when it saw the reaction of customers and the market. Amazon focused on EBITDA when the market demanded that. Google (GOOGL) (GOOG) has also an impressive list of mistakes and failures and even Apple (AAPL) has scars.If you want the perfect company, one that never makes any mistakes, you should probably invest in a company that has gone bankrupt. If you have to make decisions, you will make mistakes.The number of errors that Amazon made is legendary and inherent to its business culture. The legendary Fire Phone was just the tip of the iceberg. You can read this list of 56 other failures. Here's a list of 50 Google failures. And here are 23 Apple mistakes. If you are still not convinced, Microsoft (MSFT) has probably wasted more money on failures than any other company. These are just 15 on the list.Of course, no single mistake is identical. There are hardware and software mistakes. Usually, software mistakes are much less expensive. What you see is that hardware is shut down much faster; for software, it's often a few years, for the hardware failures, it's often in months. With its investments in zero commission and free shipping, Shopee resembles hardware failures much more and closing fast makes a lot of sense.With hindsight knowledge, mistakes always look obvious. What was Microsoft thinking with its Nokia acquisition? Why did Amazon try to launch the Fire Phone? What was Google thinking when it launched the Google Glasses? Well, often, these companies had excellent reasons at the time. They saw a trend that they wanted to join, they saw an opportunity for competing, and they thought they could address a new market.How I think about thisThe same goes for Shopee. With the fast expansion, it thought that it made the best decision with everything known at the time. Don't forget that Sea went into these markets before October 2021. Only in November there was talk about inflation getting out of control and maybe not being transitory. It made a lot of sense going into new markets with the numbers Garena put up and the low-interest environment we lived in. Now that the circumstances have changed, the company has changed its strategy. That makes sense to me.You can always interpret this kind of news in two ways. You can say that management screwed up, or you can say that management tried out a great opportunity.Sea still has a lot of cash on its balance sheet, about $10B.Data by YChartsAt the same time, Garena remains a cash cow, even though it's not expected to grow anymore. But it adds to Sea's money pile. In an environment that looks suspiciously at companies investing huge piles of money for growth, and that only changed a few months ago, Sea changed its strategy. It will now focus on fewer markets where it has seen proof of traction, which can bring the scale of economy that Sea wants and it will focus on EBITDA profitability much faster than it had probably foreseen. That's more a sign of excellent management than poor management, in my opinion.India probably only adds low single digits when it comes to Shopee's GMV (gross merchandise volume, the total dollar amount of all the products sold on the platform). Probably just 1% or 2%. Usually, Shopee beats that guidance. Maybe it just meets now, we'll have to see, but to me, this doesn't change the long-term thesis.Shopee is still in a dozen other growth markets. It may shut down one or maybe a few others, but it will remain focusing on its 7 core markets: Singapore, Malaysia, Indonesia, Philippines, Taiwan, Thailand, and Vietnam. I am sure that it will keep investing heavily in Brazil too, as it clearly sees early signs of success there, with revenue up by 626% YoY in Brazil.Mexico, Colombia and Chile are less certain and much earlier but I expect them to continue to invest there, but in declining order of certainty: Mexico, Colombia, Chile. I'm not sure about Poland, although there are positive signs there, and even less sure about Spain as these are even much earlier and in a completely different market environment, resembling France a bit. I think there is a fairly high chance that Spain could also see Shopee leave, but we'll have to see. It is also possible that India was the last pull-back. As an outsider, you can't judge as well as the company, with its vast data points that it can use to make the necessary decisions.ConclusionWe are in a different environment now and Shopee adapts to that new environment. I think that's more a strength than a weakness, although I'm sure enough people will explain it as a failure of Sea's management. That's OK; everybody is entitled to their own opinion.Shopee is still a very young company, just 6 years old (launched in 2015) and it has already shown impressive results in that short journey. It overtook Lazada and all other local players and became the number 1 in all of the Southeast Asian markets and Taiwan. I'm confident that many other achievements will follow, but there will always be mistakes and stumbles. Knowing that Sea's management is not afraid to lose face by turning back the clock on what doesn't seem to work in the current circumstances doesn't lower my conviction.In the meantime, keep growing!","news_type":1},"isVote":1,"tweetType":1,"viewCount":689,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":619316031,"gmtCreate":1648987614750,"gmtModify":1648987614891,"author":{"id":"3586907191866715","authorId":"3586907191866715","name":"MattMartin","avatar":"https://static.tigerbbs.com/69402f0b380884d842e640f724fb7467","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"Indeed totally NVDA is a total buy.&nbsp;","listText":"Indeed totally NVDA is a total buy.&nbsp;","text":"Indeed totally NVDA is a total buy.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/619316031","repostId":"2224327712","repostType":4,"repost":{"id":"2224327712","pubTimestamp":1648946700,"share":"https://www.laohu8.com/m/news/2224327712?lang=&edition=full","pubTime":"2022-04-03 08:45","market":"us","language":"en","title":"Intel's New GPUs Shows Promise, but Nvidia Still Has the Advantage","url":"https://stock-news.laohu8.com/highlight/detail?id=2224327712","media":"seekingalpha","summary":"A lot of ink was spilled recently as Intel unveiled its oft-anticipated Arc GPU, slated to be releas","content":"<html><head></head><body><p>A lot of ink was spilled recently as <a href=\"https://laohu8.com/S/INTC\">Intel</a> unveiled its oft-anticipated Arc GPU, slated to be released in the summer.</p><p>The Intel Arc GPU received a lot of praise from the press, excited some in the industry and could be a positive for the company&#39;s financials, but it&#39;s too early to say that it will be a viable replacement for <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> or <a href=\"https://laohu8.com/S/AMD\">Advanced Micro Devices&#39; </a> offerings, investment firm Truist said.</p><p>Analyst William Stein, who rates Nvidia a buy, while Intel and AMD are rated hold, noted the Arc desktop GPUs are a &#34;step in the right direction&#34; for the Santa Clara, California-based Intel. However, Nvidia is well-established in the graphics card space and the new offerings are not likely to hurt the competition anytime soon.</p><p>&#34;We believe that [Nvidia&#39;s] well-established performance advantage in gaming GPUs and ongoing supply chain constraints collectively suggest [Intel&#39;s] product should have little to no impact on [Nvidia&#39;s] gaming business for now,&#34; Stein wrote in a note to clients.</p><p>In addition, the analyst noted that Nvidia is well positioned in artificial intelligence in the datacenter and edge computing, as evidenced by its growing revenues and cash flows.</p><p>The Intel Arc discrete GPUs are set for a &#34;limited&#34; release this summer, with the Arc 3 currently available in laptops starting at $899. In the summer, the Arc 5 will be released and the Arc 7 is set for later this year.</p><p>These GPUs will offer Intel&#39;s Xe-HPG architecture, supporting ray tracing and can up-convert images for better quality.</p><p>Stein noted that early reviews have shown Intel&#39;s (INTC) Arc GPU have a greater than 50% performance than an integrated graphics card, the Arc 3 is really only competitive with the lower end of the market.</p><p>In comparison, Nvidia recently unveiled the Hopper H100 GPU, which has 80 billion transistors and tops the performance of the Ampere architecture, recently only two short years ago.</p><p>At a recent event, Chief Executive Jensen Huang said 20 of Nvidia&#39;s H100&#39;s could handle the entire world&#39;s internet traffic.</p><p>It&#39;s likely that the Arc 5 and Arc 7 will be priced &#34;competitively&#34; with other products in the market and could generated some additional revenue for Intel, and perhaps even gain some momentum from gaming fans, Stein conceded.</p><p>However, it&#39;s likely that if there is any impact to either Nvidia or AMD (AMD), it would be &#34;modest,&#34; especially given the semiconductor industry is still supply constrained, but still growing.</p><p>Under Chief Executive Pat Gelsinger, Intel is looking to turn itself around and compete with the likes of Nvidia (NVDA), Advanced Micro Devices (AMD) and even Apple (AAPL), which has moved away its Mac computers away from Intel in favor of it chips it&#39;s designed itself.</p><p>It appears the new Arc GPUs are a good start, according to Wall Street, but a lot more will need to be done if it&#39;s going to be a serious threat to either company.</p><p>Intel (INTC) recently announced it would build a $20 billion plant in Ohio and invest as much as $88 billion in Europe over the next decade to boost chip production.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Intel's New GPUs Shows Promise, but Nvidia Still Has the Advantage</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIntel's New GPUs Shows Promise, but Nvidia Still Has the Advantage\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-03 08:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3820004-intels-new-gpus-shows-promise-but-nvidia-still-has-the-advantage><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A lot of ink was spilled recently as Intel unveiled its oft-anticipated Arc GPU, slated to be released in the summer.The Intel Arc GPU received a lot of praise from the press, excited some in the ...</p>\n\n<a href=\"https://seekingalpha.com/news/3820004-intels-new-gpus-shows-promise-but-nvidia-still-has-the-advantage\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4548":"巴美列捷福持仓","BK4529":"IDC概念","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4515":"5G概念","BK4567":"ESG概念","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4575":"芯片概念","INTC":"英特尔","BK4535":"淡马锡持仓","BK4543":"AI","BK4527":"明星科技股","BK4579":"人工智能","BK4550":"红杉资本持仓","NVDA":"英伟达","BK4141":"半导体产品","BK4503":"景林资产持仓","BK4551":"寇图资本持仓","BK4581":"高盛持仓","BK4512":"苹果概念","BK4549":"软银资本持仓"},"source_url":"https://seekingalpha.com/news/3820004-intels-new-gpus-shows-promise-but-nvidia-still-has-the-advantage","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2224327712","content_text":"A lot of ink was spilled recently as Intel unveiled its oft-anticipated Arc GPU, slated to be released in the summer.The Intel Arc GPU received a lot of praise from the press, excited some in the industry and could be a positive for the company's financials, but it's too early to say that it will be a viable replacement for Nvidia or Advanced Micro Devices'  offerings, investment firm Truist said.Analyst William Stein, who rates Nvidia a buy, while Intel and AMD are rated hold, noted the Arc desktop GPUs are a \"step in the right direction\" for the Santa Clara, California-based Intel. However, Nvidia is well-established in the graphics card space and the new offerings are not likely to hurt the competition anytime soon.\"We believe that [Nvidia's] well-established performance advantage in gaming GPUs and ongoing supply chain constraints collectively suggest [Intel's] product should have little to no impact on [Nvidia's] gaming business for now,\" Stein wrote in a note to clients.In addition, the analyst noted that Nvidia is well positioned in artificial intelligence in the datacenter and edge computing, as evidenced by its growing revenues and cash flows.The Intel Arc discrete GPUs are set for a \"limited\" release this summer, with the Arc 3 currently available in laptops starting at $899. In the summer, the Arc 5 will be released and the Arc 7 is set for later this year.These GPUs will offer Intel's Xe-HPG architecture, supporting ray tracing and can up-convert images for better quality.Stein noted that early reviews have shown Intel's (INTC) Arc GPU have a greater than 50% performance than an integrated graphics card, the Arc 3 is really only competitive with the lower end of the market.In comparison, Nvidia recently unveiled the Hopper H100 GPU, which has 80 billion transistors and tops the performance of the Ampere architecture, recently only two short years ago.At a recent event, Chief Executive Jensen Huang said 20 of Nvidia's H100's could handle the entire world's internet traffic.It's likely that the Arc 5 and Arc 7 will be priced \"competitively\" with other products in the market and could generated some additional revenue for Intel, and perhaps even gain some momentum from gaming fans, Stein conceded.However, it's likely that if there is any impact to either Nvidia or AMD (AMD), it would be \"modest,\" especially given the semiconductor industry is still supply constrained, but still growing.Under Chief Executive Pat Gelsinger, Intel is looking to turn itself around and compete with the likes of Nvidia (NVDA), Advanced Micro Devices (AMD) and even Apple (AAPL), which has moved away its Mac computers away from Intel in favor of it chips it's designed itself.It appears the new Arc GPUs are a good start, according to Wall Street, but a lot more will need to be done if it's going to be a serious threat to either company.Intel (INTC) recently announced it would build a $20 billion plant in Ohio and invest as much as $88 billion in Europe over the next decade to boost chip production.","news_type":1},"isVote":1,"tweetType":1,"viewCount":329,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693928360,"gmtCreate":1639963001604,"gmtModify":1639963001744,"author":{"id":"3586907191866715","authorId":"3586907191866715","name":"MattMartin","avatar":"https://static.tigerbbs.com/69402f0b380884d842e640f724fb7467","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"Wonderful times to invest!&nbsp;","listText":"Wonderful times to invest!&nbsp;","text":"Wonderful times to invest!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/693928360","repostId":"1130704419","repostType":4,"repost":{"id":"1130704419","pubTimestamp":1639953553,"share":"https://www.laohu8.com/m/news/1130704419?lang=&edition=full","pubTime":"2021-12-20 06:39","market":"us","language":"en","title":"Nike, Micron, BlackBerry, CarMax, and Other Stocks for Investors to Watch This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1130704419","media":"Barrons","summary":"Stock and bond markets around the world will be closed Friday in observance of Christmas. Before the holiday break,Nike and Micron Technology report on Monday,BlackBerry and General Mills on Tuesday, and CarMax,Cintas,and Paychex on Wednesday.It will be a busy week of economic data releases. On Monday, the Conference Board publishes its Leading Economic Index for November, followed by its Consumer Confidence Index for December on Wednesday.On Thursday, the Bureau of Economic Analysis reports per","content":"<p>Stock and bond markets around the world will be closed Friday in observance of Christmas. Before the holiday&nbsp;break,Nike&nbsp;and&nbsp;Micron Technology&nbsp;report on Monday,BlackBerry&nbsp;and&nbsp;General Mills&nbsp;on Tuesday, and&nbsp;CarMax,Cintas,and&nbsp;Paychex&nbsp;on Wednesday.</p>\n<p>It will be a busy week of economic data releases. On Monday, the&nbsp;Conference Board publishes its Leading Economic Index for November, followed&nbsp;by its Consumer Confidence Index for December on Wednesday.</p>\n<p>On Thursday, the&nbsp;Bureau of Economic Analysis reports personal income and consumption expenditures for November. Consumer earnings are forecast to have risen 0.6% while spending is seen climbing 0.5%. The Federal Reserve’s preferred measure of inflation, the core&nbsp;PCE price index, is expected to have spiked 4.5% in November.</p>\n<p>Also Thursday, the Census Bureau releases the durable goods report for November, which will provide a window into investment spending in the economy. New orders are forecast to have risen 2.1%. Housing-market indicators out this week include existing-home sales for November on Wednesday and new-home sales for November on Thursday.</p>\n<p><b>Monday 12/20</b></p>\n<p>Micron Technology and Nike report quarterly results.</p>\n<p><b>The Conference Board</b> releases its Leading Economic Index for November. Consensus estimate is for a 119 reading, which would be 0.6% more than October’s level. The Conference Board currently projects a 5% growth rate for fourth-quarter gross domestic product and a slower but still robust 2.6% for 2022.</p>\n<p><b>Tuesday 12/21</b></p>\n<p>BlackBerry,FactSet Research Systems,and General Mills announce earnings.</p>\n<p><b>Wednesday 12/22</b></p>\n<p><b>The NAR reports</b> existing-home sales for November. Economists forecast a seasonally adjusted annual rate of 6.4 million homes sold, slightly more than in October and the highest since the beginning of the year.</p>\n<p>CarMax, Cintas, and Paychex hold conference calls to discuss quarterly results.</p>\n<p><b>The Bureau of Economic</b> Analysis reports its third and final estimate for third-quarter GDP. Economists forecast a 2.1% seasonally adjusted annual growth rate, unchanged from November’s second estimate.</p>\n<p><b>The Conference Board</b> releases its Consumer Confidence Index for December. Expectations are for a 110 reading, roughly even with the November data. The index is 15% lower than the postpandemic peak reached in June of this year, due to concerns about rising prices and, to a lesser degree, Covid-19 variants.</p>\n<p><b>Thursday 12/23</b></p>\n<p><b>The Department of Labor</b> reports initial jobless claims for the week ending on Dec. 18. Jobless claims have averaged 225,667 a week in November and December, and have finally reached prepandemic levels.</p>\n<p><b>The Census Bureau</b> reports new-home sales for November. Consensus estimate is for a seasonally adjusted annual rate of 770,000 new single-family houses sold, 25,000 more than in October. The median sales price of new houses sold in October was $407,700, while the average sales price was $477,800—both record highs.</p>\n<p><b>The BEA reports</b> personal income and consumption expenditures for November. Economists forecast a 0.6% monthly increase for income and 0.5% for consumption. This compares with gains for 0.5% and 1.3%, respectively, in October. The Federal Reserve’s preferred inflation gauge, the core PCE price index, jumped 4.1% year over year in October, the fastest rate since 1991. Predictions are for it to spike 4.6% in November.</p>\n<p><b>The Census Bureau</b> releases the durable goods report for November. New orders for durable manufactured goods are expected to increase 2.1%, to $265.6 billion. Excluding transportation, new orders are seen gaining 0.6%, compared with a 0.5% rise in October.</p>\n<p><b>Friday 12/24</b></p>\n<p><b>U.S. equity</b>&nbsp;and fixed-income markets are closed in observance of Christmas.</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>Nike, Micron, BlackBerry, CarMax, and Other Stocks for Investors to Watch This Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNike, Micron, BlackBerry, CarMax, and Other Stocks for Investors to Watch This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-20 06:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/nike-micron-blackberry-carmax-and-other-stocks-for-investors-to-watch-this-week-51639944183?mod=hp_LEAD_5><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stock and bond markets around the world will be closed Friday in observance of Christmas. Before the holiday break,Nike and Micron Technology report on Monday,BlackBerry and General Mills on Tuesday, ...</p>\n\n<a href=\"https://www.barrons.com/articles/nike-micron-blackberry-carmax-and-other-stocks-for-investors-to-watch-this-week-51639944183?mod=hp_LEAD_5\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PAYX":"沛齐",".DJI":"道琼斯","GIS":"通用磨坊",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite","MU":"美光科技","CTAS":"信达思","KMX":"车美仕"},"source_url":"https://www.barrons.com/articles/nike-micron-blackberry-carmax-and-other-stocks-for-investors-to-watch-this-week-51639944183?mod=hp_LEAD_5","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130704419","content_text":"Stock and bond markets around the world will be closed Friday in observance of Christmas. Before the holiday break,Nike and Micron Technology report on Monday,BlackBerry and General Mills on Tuesday, and CarMax,Cintas,and Paychex on Wednesday.\nIt will be a busy week of economic data releases. On Monday, the Conference Board publishes its Leading Economic Index for November, followed by its Consumer Confidence Index for December on Wednesday.\nOn Thursday, the Bureau of Economic Analysis reports personal income and consumption expenditures for November. Consumer earnings are forecast to have risen 0.6% while spending is seen climbing 0.5%. The Federal Reserve’s preferred measure of inflation, the core PCE price index, is expected to have spiked 4.5% in November.\nAlso Thursday, the Census Bureau releases the durable goods report for November, which will provide a window into investment spending in the economy. New orders are forecast to have risen 2.1%. Housing-market indicators out this week include existing-home sales for November on Wednesday and new-home sales for November on Thursday.\nMonday 12/20\nMicron Technology and Nike report quarterly results.\nThe Conference Board releases its Leading Economic Index for November. Consensus estimate is for a 119 reading, which would be 0.6% more than October’s level. The Conference Board currently projects a 5% growth rate for fourth-quarter gross domestic product and a slower but still robust 2.6% for 2022.\nTuesday 12/21\nBlackBerry,FactSet Research Systems,and General Mills announce earnings.\nWednesday 12/22\nThe NAR reports existing-home sales for November. Economists forecast a seasonally adjusted annual rate of 6.4 million homes sold, slightly more than in October and the highest since the beginning of the year.\nCarMax, Cintas, and Paychex hold conference calls to discuss quarterly results.\nThe Bureau of Economic Analysis reports its third and final estimate for third-quarter GDP. Economists forecast a 2.1% seasonally adjusted annual growth rate, unchanged from November’s second estimate.\nThe Conference Board releases its Consumer Confidence Index for December. Expectations are for a 110 reading, roughly even with the November data. The index is 15% lower than the postpandemic peak reached in June of this year, due to concerns about rising prices and, to a lesser degree, Covid-19 variants.\nThursday 12/23\nThe Department of Labor reports initial jobless claims for the week ending on Dec. 18. Jobless claims have averaged 225,667 a week in November and December, and have finally reached prepandemic levels.\nThe Census Bureau reports new-home sales for November. Consensus estimate is for a seasonally adjusted annual rate of 770,000 new single-family houses sold, 25,000 more than in October. The median sales price of new houses sold in October was $407,700, while the average sales price was $477,800—both record highs.\nThe BEA reports personal income and consumption expenditures for November. Economists forecast a 0.6% monthly increase for income and 0.5% for consumption. This compares with gains for 0.5% and 1.3%, respectively, in October. The Federal Reserve’s preferred inflation gauge, the core PCE price index, jumped 4.1% year over year in October, the fastest rate since 1991. Predictions are for it to spike 4.6% in November.\nThe Census Bureau releases the durable goods report for November. New orders for durable manufactured goods are expected to increase 2.1%, to $265.6 billion. Excluding transportation, new orders are seen gaining 0.6%, compared with a 0.5% rise in October.\nFriday 12/24\nU.S. equity and fixed-income markets are closed in observance of Christmas.","news_type":1},"isVote":1,"tweetType":1,"viewCount":409,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}