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2022-01-01

Believe in Crsp will do better in 2022

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2021-12-30

I agree with the writer. Just keep buying

Sea Limited: A Deep Dive To Understand The Recent Selloff

2021-12-30

It a profitable company. Why investors keep dumping.

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2021-12-29

Agree

Lucid Stock: Down 33% From Its November High, It's Time To Turn Bullish

2021-12-29

Get a good VR to try

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2021-12-28

It's time to buy

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2021-12-27

Time for Tesla to the moon

The next Tesla is proving hard to find

2021-12-26

Why sold the stock?

Crowdstrike Holdings Inc (CRWD) PRESIDENT AND CEO George Kurtz Sold $14.1 million of Shares

2021-12-24

Load up Coinbase for upcoming rally

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2021-12-23

The beginning of bull

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2021-12-22

Still a recommended buy for COIN

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2021-12-21

Unity

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2021-12-19

Always a supporter of fastly

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2021-12-17

Still a buy opportunity

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2021-12-16

Upstart is a good company not to miss

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2021-12-16

Apple is. Good company to invest. Ignore all the noise and just DCA

Why Apple Stock Rallied

2021-12-15

Buy it. Do not let noise affected

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2021-12-14

Follow

Cathie Wood Sells $8.6M Worth Shares In Pfizer, Buys Coinbase And Robinhood On The Dip

2021-12-13

Is time

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2021-12-10

Great company

3 Things About Sea Limited That Smart Investors Know

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htmlText":"Believe in Crsp will do better in 2022","listText":"Believe in Crsp will do better in 2022","text":"Believe in Crsp will do better in 2022","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/692284846","repostId":"1149303444","repostType":2,"isVote":1,"tweetType":1,"viewCount":1154,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":692079649,"gmtCreate":1640817035413,"gmtModify":1640817035630,"author":{"id":"3564307944903490","authorId":"3564307944903490","name":"wallence82","avatar":"https://static.tigerbbs.com/dea005ab03386f13fa25c505b9a3221a","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564307944903490","authorIdStr":"3564307944903490"},"themes":[],"htmlText":"I agree with the writer. Just keep buying","listText":"I agree with the writer. Just keep buying","text":"I agree with the writer. Just keep buying","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/692079649","repostId":"1102262158","repostType":2,"repost":{"id":"1102262158","kind":"news","pubTimestamp":1640670598,"share":"https://www.laohu8.com/m/news/1102262158?lang=&edition=full","pubTime":"2021-12-28 13:49","market":"us","language":"en","title":"Sea Limited: A Deep Dive To Understand The Recent Selloff","url":"https://stock-news.laohu8.com/highlight/detail?id=1102262158","media":"Seeking Alpha","summary":"Summary\n\nSea Limited is a highly diversified business firing on all cylinders in some of the fastest","content":"<p><b>Summary</b></p>\n<ul>\n <li>Sea Limited is a highly diversified business firing on all cylinders in some of the fastest-growing economies in the world.</li>\n <li>I dive into each of its segments to understand the recent selloff and justify the current valuation.</li>\n <li>I consider Sea one of my ten highest conviction investments.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa5cbe0a30acc723a2c6f62300024002\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>kokkai/iStock Unreleased via Getty Images</span></p>\n<p><b>Thesis</b></p>\n<p>A by-parts analysis of Sea Limited's (NYSE:SE) segments shows that its current valuation is roughly fair, but there are many long-term growth drivers that could surprise to the upside and drive very strong returns for years to come.</p>\n<p><b>Introduction</b></p>\n<p>I recently wrote an&nbsp;article&nbsp;highlighting my top 10 stock picks for 2022. I'd already done an in-depth analysis of my other nine picks in other Seeking Alpha articles, so I thought it would be good to close out the year with an article about Sea.</p>\n<p>Furthermore, with shares down significantly over the past couple of months (but still slightly up for the year), I believe this article may prove timely. I don't speculate on short-term market movements, but I personally added to my Sea shares recently. It's one of my only losing positions that I didn't sell out of temporarily for tax-loss harvesting, and in this article, I will explain why Sea is such a high conviction holding for me.</p>\n<p>It's also worth noting that many professional investors seem to share this opinion. Sea is the 121st largest company in the world, but it's the16thmost popular holding among hedge funds. This implies that big money is overweight Sea, with 71% of shares held by institutions.</p>\n<p>Because Sea operates in many different areas, I will do a separate analysis of each of its operating segments to justify its current valuation and explain how that valuation could drive unexpectedly strong returns for years.</p>\n<p><b>Gaming</b></p>\n<p>Sea Limited's gaming segment Garena is best known for Free Fire, a mobile battle royale game that was developed in-house.</p>\n<p>The game was released in 2017 and has been very popular ever since. It currently has the second most monthly active users among all Android games globally. The game is available worldwide, but it's particularly popular in emerging markets like SEA, LATAM, and India, where it's been the highest-grossing mobile game for over two years.</p>\n<p>With the game having been popular for a long time already, there's some concern that gamers will move on to the next big thing. Although there are some mobile games that are older than Free Fire and still very popular - like Roblox, Clash of Clans, and Pokemon Go - there are many more that have been forgotten. Until Garena releases more games and proves that it can be successful with them too, there will always be questions about whether its studio is a one-hit wonder.</p>\n<p>Regardless, Garena is a critical part of Sea because it's the only profitable segment and it doubles a social platform that provides free advertising for Sea's non-gaming products. Cross-promotion is a huge competitive advantage for Sea.</p>\n<p>Thus, one reason for Sea's recent selloff could be the Q4 guidance implied for Garena.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9e299727cc28a887a36d88831aec8f53\" tg-width=\"640\" tg-height=\"334\" width=\"100%\" height=\"auto\"><span>Source: Earnings Call Presentation</span></p>\n<p>In Q2 this year, Garena raised its guidance to $4.5B-$4.7B for 2021 bookings (up from $4.3B-$4.5B). With the first three quarters already totaling $3.5B, this implies that Q4 bookings will come in at $1.0B-$1.2B, up between 0% and 20% year over year, and likely down sequentially. This is compared to 29% growth in the most recent quarter and 44% projected growth for the full year.</p>\n<p>While 20% isn't a terrible deceleration, 0% certainly is. Even 20% growth isn't spectacular compared to the historic levels. At the 10% midpoint, Garena's growth looks more similar to that of a mature company like Activision (NASDAQ:ATVI) or Zynga (NASDAQ:ZNGA) than a fast-growing company like Roblox (NYSE:RBLX).</p>\n<p>Garena's implied valuation should - and did - suffer as a result. While a fast-growing company like Roblox can command a high double-digit P/S multiple, Activision and Zynga trade at an average P/S multiple of just 4. Garena is slightly more profitable than them and probably has more risk to the upside, so I'll use a P/S multiple of 5 for my implied valuation. This implies a P/E of about 10 for a business growing at around 10%, which is very reasonable in today's market.</p>\n<p>This means Garena is worth $23.5B based on the high end of management's guidance.</p>\n<p>I believe this valuation is actually conservative for a few reasons:</p>\n<ul>\n <li>Next year has tough comps and growth could re-accelerate in the following years or even next year, especially if Garena releases a new hit game. The growth rate past next quarter is not based on explicit guidance from the company, only industry forecasts.</li>\n <li>The peer valuations I used are from companies also trading at the lower end of their valuation range for the past year.</li>\n <li>Garena has a good track record and is continuing to invest in Free Fire. One example of this is the recently released Free Fire MAX, which improves the experience for users with higher-end phones and even adds a metaverse-like customizable map called Craftland. To me, this implies that Garena believes Free Fire is still in the earlier part of its lifecycle.</li>\n <li>Although I'd obviously prefer that Garena develops more games in house, in the meantime it's still not a one-trick pony. In addition to Free Fire, Garena distributes games from third-party developers like Tencent (OTCMKTS:OTCPK:TCEHY). These are popular titles like League of Legends and Call of Duty, which meaningfully diversify Garena's revenue.</li>\n</ul>\n<p><b>E-Commerce</b></p>\n<p>Sea's e-commerce platform Shopee is currently its big growth driver. This platform is often considered the Amazon (NASDAQ:AMZN) of Southeast Asia, and it recently expanded into more markets including Brazil.</p>\n<p>There's always some debate about who is really the Amazon of a region. Shopee certainly has competition, including from Alibaba's (NYSE:BABA) Lazada, Tokopedia in Indonesia, MercadoLibre (MELI) in Brazil, and even Amazon itself. With most of the competition being private or tucked away into a larger company, many of the competitors don't publish exact revenue numbers, which makes it difficult to measure the competition. Even Sea hasn't published explicit revenue numbers for some countries like Brazil.</p>\n<p>One neutral source that can be assessed is the Alexa site rank, which as its name suggests ranks sites by their popularity. Keep in mind that these are ranks, so a lower score is better.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/180367a2b64bccebf243c5b6d8fb776a\" tg-width=\"455\" tg-height=\"353\" width=\"100%\" height=\"auto\"><span>Source: The Author, compiled from Alexa</span></p>\n<p>Shopee is very mobile-focused, but the above table only considers the website. To check App Store app ranks for the shopping category, we can use App Annie.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6544f014a5d70d13ee14dab0ac8b6782\" tg-width=\"422\" tg-height=\"403\" width=\"100%\" height=\"auto\"><span>Source: The Author, compiled from AppAnnie</span></p>\n<p>On the mobile side, there's no need to look at the competition because Shopee is consistently the number one shopping app in every country listed. In a mobile-first world, this bodes very well. Even on the web side, Shopee wins out except in a few specific regions like LATAM and (barely) Indonesia, which have more local competitors.</p>\n<p>Of course, traffic doesn't always translate to GMV. But for a shopping app where most people will use the app to buy something, it's a decent proxy. A third party estimates that Shopee accounts for57%of all e-commerce in Southeast Asia. It's Shopee's dominance in the mobile app ranks and market share that make me consider it the Amazon of Southeast Asia.</p>\n<p>So why would a company with so much potential sell off?</p>\n<p>After the recent earnings report, some analysts expressed concern that Shopee is branching out into other countries like Poland and Mexico before validating its business model in the current markets. In these countries, Shopee has less of a presence; it's bounced between the 3-5 spots on the Mexico App Store for shopping apps, and between spots 1 and 3 in Poland. Although analysts hate uncertainty - and the CEO's comments that they don't have a concrete measure of success in these earlier stage countries won't help with that - Shopee has a history of entering new countries successfully and I am willing to give management some time to try expanding more. After all, if they're successful, then it could drive even more unexpected growth in the future.</p>\n<p>Another complaint from analysts was that the basket size (average purchase size) is trending down. While that could also have contributed to the recent selloff, it's hard to complain when the overall sales increased a lot despite a decrease in basket size.</p>\n<p>The company raised its guidance for e-commerce again in Q3, now guiding for $5.0B-$5.2B in 2021 e-commerce revenue. That's 75%-100% growth in Q4 and about 135% growth for the year. These are much more exciting numbers than the gaming side, although the guidance still implies a slight deceleration in Q4. But compared to Amazon's $340B in 2020 e-commerce sales, Shopee looks like it's just scratched the surface. E-commerce is at only11%penetration in Southeast Asia compared to18.7%in the USA, and Southeast Asia economies are generally growing faster than the USA's.</p>\n<p>Despite being in a blue skies industry, it's more difficult to value the e-commerce segment because it operates at a loss (whereas the gaming segment is highly profitable). Shopee's success is not guaranteed because it's not clear at this point whether the platform can become profitable while retaining its market share. Stocks like this tend to experience more volatility, which could partially explain the recent selloff.</p>\n<p>For unprofitable software companies, I like to use the Rule of 40 to assess the business. But it's difficult to apply this rule to a more cyclical e-commerce company with naturally lower margins. Even so, it's worth noting that despite being unprofitable, Sea's Rule of 40 score of 104 is better than most SaaS companies', and also better than e-commerce peers Amazon (21), MercadoLibre (73), and Alibaba (43).</p>\n<p>To understand Shopee's terminal valuation once it becomes profitable, we can look at industry peers. Amazon is one profitable and slower-growing peer, and it trades at 4x P/S. AWS pushes this number up, but Amazon's high exposure to first-party sales offsets that. Other e-commerce marketplace peers trade at similar valuations: Alibaba at 3x P/S, MercadoLibre at 9x P/S. All of these valuations are basically all-time lows.</p>\n<p>If Shopee keeps doubling revenue over the next couple of years (which it's easily done every year since 2016), becomes profitable (which scaling up tends to help with), and will have Amazon's P/S multiple in two years, then at 16 P/S today it would trade flat for two years. But if it keeps growing much faster than Amazon over a longer period like a decade, and/or if the overall industry multiples expand to more normal historical levels, then even at 16x P/S this segment has potential upside. On the other hand, if it stops growing or never becomes profitable then investors will be very disappointed at any P/S.</p>\n<p>Given this wide range of outcomes, each person is going to have their own way of valuing this segment. For me, when I look at Shopee's mobile dominance, relatively small current size, the funding coming in from Garena, and the precedent set by Amazon, Alibaba, and MercadoLibre for the sustainable long-term success of this business model, I am optimistic about this segment's future. I recognize that it's currently an unprofitable and thus risky segment, but I also see the massive potential.</p>\n<p>So I am happy paying a 16x P/S multiple, which values the e-commerce segment at $83.2B. Some people will call that way too high, and those people will probably never get a chance to invest in this company, for better or for worse.</p>\n<p>Thus, with just Garena and Shopee, I have Sea being worth $106.7B. Its current market cap is $123.1B. To account for the difference, let's look at the other parts of Sea.</p>\n<p><b>FinTech &amp; Investments</b></p>\n<p>The easiest addition to my computed valuation is Sea's $12B cash pile, partially offset by $4B in debt. This adds some nice optionality to the company and ensures that it won't be bankrupt any time soon despite losing money with Shopee. Adding in the $8B cash difference puts my computed valuation at $114.7B, just $8.4B short of the actual valuation.</p>\n<p>Then there is Sea's FinTech arm, SeaMoney. The main product here is a mobile wallet, which was responsible for $4.6B in payment volume in the last quarter (~$20B over a year). This segment accounted for $132 million in Q3 revenue, up a whopping 818% year over year. This implies a \"take rate\" of 2.9%, which is even better than established FinTech companies like Visa (V). Because of this high take rate, I'm not worried about SeaMoney losing money while it scales.</p>\n<p>Despite SeaMoney being a small segment, it's now reaching a point where it can be factored into the valuation. Maybe it's only worth a couple of billion, but this is just the start. Five years ago, nobody would have expected that an e-commerce platform accounting for 5% of Sea's sales would today be worth more than the gaming segment. But Sea's management - combined with Garena's ability to fund new segments and drive their viral adoption - made it happen. It's certainly not guaranteed that Sea will have the same success with FinTech, but there is precedent for it.</p>\n<p>If one day this segment is worth a third or more of Sea (in 2020, FinTech accounted for 36% of MercadoLibre's revenue) then getting it for just 7% of the business today will be well worth it, even if that implies a somewhat high 16x P/S multiple for the segment today. Actually, this multiple is already lower than Visa's,&nbsp;Mastercard's (NYSE:MA), and Affirm's (NASDAQ:AFRM). Realistically, a segment growing at 818% year over year should probably get a higher multiple than these slower-growing companies', but we don't even need to speculate about what a fair multiple is, since we can reach Sea's current valuation by using 16x P/S in my model valuation.</p>\n<p>One way this segment could grow even more is through the introduction of more products besides the mobile wallet. Sea noted in their recent earnings that they have started \"early initiatives in other digital financial services such as buy now pay later, digital bank, and insurtech.\" These guys sure know how to hop on the latest high growth trend.</p>\n<p>Finally, there's the investments arm. Sea is investing in early-stage tech companies, especially in Southeast Asia. There's strong precedent for companies like Tencent (which is itself an investor in Sea) and Shopify (NYSE:SHOP) managing successful investment portfolios that ultimately factor meaningfully into their valuation. Right now Sea's investment arm is very early stage, so I don't include it in my valuation model. But it doesn't have to be factored in to justify the current share price. It's just one more area that might be worth a large part of Sea one day.</p>\n<p><b>Conclusion</b></p>\n<p>Looking at each of Sea's segments, my valuation model indicates that Sea is fairly valued today. However, my model doesn't account for the significant optionality of the newer segments. Just like e-commerce did over the last five years, FinTech (and/or investments) could grow to become a very large part of Sea's business. With the FinTech segment currently growing at 818% year over year, it doesn't take much imagination to see how this happens. Just another year or two of growth at something close to that rate will make the FinTech arm impossible for investors to ignore.</p>\n<p>This optionality combined general strength in each business has allowed Sea to post an average revenue beat of 7% over the past year. Earnings haven't been as strong, and I expect that to be the main point of contention with my valuation model, as is the case for most unprofitable companies. In particular, I expect some readers will disagree with my valuation of the e-commerce segment. But even if you drop e-commerce all the way down to 5x P/S (a multiple seen today by much slower growing e-commerce companies) that implies 54% downside from today's prices. It's a steep drop for sure, but most companies in today's market would be looking at such a decline if one were to use the most conservative valuation standards possible.</p>\n<p>Only fast-growing companies like Sea can quickly offset such a decline with revenue growth. As a result, the businesses with the most long-term potential will hardly ever trade at the most conservative valuation possible. And Sea certainly has long-term potential. It's one of the few high-growth companies I own that I could see reaching a trillion-dollar market cap this decade.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Sea Limited: A Deep Dive To Understand The Recent Selloff</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: A Deep Dive To Understand The Recent Selloff\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-28 13:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4476940-sea-limited-understand-the-recent-selloff><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nSea Limited is a highly diversified business firing on all cylinders in some of the fastest-growing economies in the world.\nI dive into each of its segments to understand the recent selloff ...</p>\n\n<a href=\"https://seekingalpha.com/article/4476940-sea-limited-understand-the-recent-selloff\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"https://seekingalpha.com/article/4476940-sea-limited-understand-the-recent-selloff","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102262158","content_text":"Summary\n\nSea Limited is a highly diversified business firing on all cylinders in some of the fastest-growing economies in the world.\nI dive into each of its segments to understand the recent selloff and justify the current valuation.\nI consider Sea one of my ten highest conviction investments.\n\nkokkai/iStock Unreleased via Getty Images\nThesis\nA by-parts analysis of Sea Limited's (NYSE:SE) segments shows that its current valuation is roughly fair, but there are many long-term growth drivers that could surprise to the upside and drive very strong returns for years to come.\nIntroduction\nI recently wrote an article highlighting my top 10 stock picks for 2022. I'd already done an in-depth analysis of my other nine picks in other Seeking Alpha articles, so I thought it would be good to close out the year with an article about Sea.\nFurthermore, with shares down significantly over the past couple of months (but still slightly up for the year), I believe this article may prove timely. I don't speculate on short-term market movements, but I personally added to my Sea shares recently. It's one of my only losing positions that I didn't sell out of temporarily for tax-loss harvesting, and in this article, I will explain why Sea is such a high conviction holding for me.\nIt's also worth noting that many professional investors seem to share this opinion. Sea is the 121st largest company in the world, but it's the16thmost popular holding among hedge funds. This implies that big money is overweight Sea, with 71% of shares held by institutions.\nBecause Sea operates in many different areas, I will do a separate analysis of each of its operating segments to justify its current valuation and explain how that valuation could drive unexpectedly strong returns for years.\nGaming\nSea Limited's gaming segment Garena is best known for Free Fire, a mobile battle royale game that was developed in-house.\nThe game was released in 2017 and has been very popular ever since. It currently has the second most monthly active users among all Android games globally. The game is available worldwide, but it's particularly popular in emerging markets like SEA, LATAM, and India, where it's been the highest-grossing mobile game for over two years.\nWith the game having been popular for a long time already, there's some concern that gamers will move on to the next big thing. Although there are some mobile games that are older than Free Fire and still very popular - like Roblox, Clash of Clans, and Pokemon Go - there are many more that have been forgotten. Until Garena releases more games and proves that it can be successful with them too, there will always be questions about whether its studio is a one-hit wonder.\nRegardless, Garena is a critical part of Sea because it's the only profitable segment and it doubles a social platform that provides free advertising for Sea's non-gaming products. Cross-promotion is a huge competitive advantage for Sea.\nThus, one reason for Sea's recent selloff could be the Q4 guidance implied for Garena.\nSource: Earnings Call Presentation\nIn Q2 this year, Garena raised its guidance to $4.5B-$4.7B for 2021 bookings (up from $4.3B-$4.5B). With the first three quarters already totaling $3.5B, this implies that Q4 bookings will come in at $1.0B-$1.2B, up between 0% and 20% year over year, and likely down sequentially. This is compared to 29% growth in the most recent quarter and 44% projected growth for the full year.\nWhile 20% isn't a terrible deceleration, 0% certainly is. Even 20% growth isn't spectacular compared to the historic levels. At the 10% midpoint, Garena's growth looks more similar to that of a mature company like Activision (NASDAQ:ATVI) or Zynga (NASDAQ:ZNGA) than a fast-growing company like Roblox (NYSE:RBLX).\nGarena's implied valuation should - and did - suffer as a result. While a fast-growing company like Roblox can command a high double-digit P/S multiple, Activision and Zynga trade at an average P/S multiple of just 4. Garena is slightly more profitable than them and probably has more risk to the upside, so I'll use a P/S multiple of 5 for my implied valuation. This implies a P/E of about 10 for a business growing at around 10%, which is very reasonable in today's market.\nThis means Garena is worth $23.5B based on the high end of management's guidance.\nI believe this valuation is actually conservative for a few reasons:\n\nNext year has tough comps and growth could re-accelerate in the following years or even next year, especially if Garena releases a new hit game. The growth rate past next quarter is not based on explicit guidance from the company, only industry forecasts.\nThe peer valuations I used are from companies also trading at the lower end of their valuation range for the past year.\nGarena has a good track record and is continuing to invest in Free Fire. One example of this is the recently released Free Fire MAX, which improves the experience for users with higher-end phones and even adds a metaverse-like customizable map called Craftland. To me, this implies that Garena believes Free Fire is still in the earlier part of its lifecycle.\nAlthough I'd obviously prefer that Garena develops more games in house, in the meantime it's still not a one-trick pony. In addition to Free Fire, Garena distributes games from third-party developers like Tencent (OTCMKTS:OTCPK:TCEHY). These are popular titles like League of Legends and Call of Duty, which meaningfully diversify Garena's revenue.\n\nE-Commerce\nSea's e-commerce platform Shopee is currently its big growth driver. This platform is often considered the Amazon (NASDAQ:AMZN) of Southeast Asia, and it recently expanded into more markets including Brazil.\nThere's always some debate about who is really the Amazon of a region. Shopee certainly has competition, including from Alibaba's (NYSE:BABA) Lazada, Tokopedia in Indonesia, MercadoLibre (MELI) in Brazil, and even Amazon itself. With most of the competition being private or tucked away into a larger company, many of the competitors don't publish exact revenue numbers, which makes it difficult to measure the competition. Even Sea hasn't published explicit revenue numbers for some countries like Brazil.\nOne neutral source that can be assessed is the Alexa site rank, which as its name suggests ranks sites by their popularity. Keep in mind that these are ranks, so a lower score is better.\nSource: The Author, compiled from Alexa\nShopee is very mobile-focused, but the above table only considers the website. To check App Store app ranks for the shopping category, we can use App Annie.\nSource: The Author, compiled from AppAnnie\nOn the mobile side, there's no need to look at the competition because Shopee is consistently the number one shopping app in every country listed. In a mobile-first world, this bodes very well. Even on the web side, Shopee wins out except in a few specific regions like LATAM and (barely) Indonesia, which have more local competitors.\nOf course, traffic doesn't always translate to GMV. But for a shopping app where most people will use the app to buy something, it's a decent proxy. A third party estimates that Shopee accounts for57%of all e-commerce in Southeast Asia. It's Shopee's dominance in the mobile app ranks and market share that make me consider it the Amazon of Southeast Asia.\nSo why would a company with so much potential sell off?\nAfter the recent earnings report, some analysts expressed concern that Shopee is branching out into other countries like Poland and Mexico before validating its business model in the current markets. In these countries, Shopee has less of a presence; it's bounced between the 3-5 spots on the Mexico App Store for shopping apps, and between spots 1 and 3 in Poland. Although analysts hate uncertainty - and the CEO's comments that they don't have a concrete measure of success in these earlier stage countries won't help with that - Shopee has a history of entering new countries successfully and I am willing to give management some time to try expanding more. After all, if they're successful, then it could drive even more unexpected growth in the future.\nAnother complaint from analysts was that the basket size (average purchase size) is trending down. While that could also have contributed to the recent selloff, it's hard to complain when the overall sales increased a lot despite a decrease in basket size.\nThe company raised its guidance for e-commerce again in Q3, now guiding for $5.0B-$5.2B in 2021 e-commerce revenue. That's 75%-100% growth in Q4 and about 135% growth for the year. These are much more exciting numbers than the gaming side, although the guidance still implies a slight deceleration in Q4. But compared to Amazon's $340B in 2020 e-commerce sales, Shopee looks like it's just scratched the surface. E-commerce is at only11%penetration in Southeast Asia compared to18.7%in the USA, and Southeast Asia economies are generally growing faster than the USA's.\nDespite being in a blue skies industry, it's more difficult to value the e-commerce segment because it operates at a loss (whereas the gaming segment is highly profitable). Shopee's success is not guaranteed because it's not clear at this point whether the platform can become profitable while retaining its market share. Stocks like this tend to experience more volatility, which could partially explain the recent selloff.\nFor unprofitable software companies, I like to use the Rule of 40 to assess the business. But it's difficult to apply this rule to a more cyclical e-commerce company with naturally lower margins. Even so, it's worth noting that despite being unprofitable, Sea's Rule of 40 score of 104 is better than most SaaS companies', and also better than e-commerce peers Amazon (21), MercadoLibre (73), and Alibaba (43).\nTo understand Shopee's terminal valuation once it becomes profitable, we can look at industry peers. Amazon is one profitable and slower-growing peer, and it trades at 4x P/S. AWS pushes this number up, but Amazon's high exposure to first-party sales offsets that. Other e-commerce marketplace peers trade at similar valuations: Alibaba at 3x P/S, MercadoLibre at 9x P/S. All of these valuations are basically all-time lows.\nIf Shopee keeps doubling revenue over the next couple of years (which it's easily done every year since 2016), becomes profitable (which scaling up tends to help with), and will have Amazon's P/S multiple in two years, then at 16 P/S today it would trade flat for two years. But if it keeps growing much faster than Amazon over a longer period like a decade, and/or if the overall industry multiples expand to more normal historical levels, then even at 16x P/S this segment has potential upside. On the other hand, if it stops growing or never becomes profitable then investors will be very disappointed at any P/S.\nGiven this wide range of outcomes, each person is going to have their own way of valuing this segment. For me, when I look at Shopee's mobile dominance, relatively small current size, the funding coming in from Garena, and the precedent set by Amazon, Alibaba, and MercadoLibre for the sustainable long-term success of this business model, I am optimistic about this segment's future. I recognize that it's currently an unprofitable and thus risky segment, but I also see the massive potential.\nSo I am happy paying a 16x P/S multiple, which values the e-commerce segment at $83.2B. Some people will call that way too high, and those people will probably never get a chance to invest in this company, for better or for worse.\nThus, with just Garena and Shopee, I have Sea being worth $106.7B. Its current market cap is $123.1B. To account for the difference, let's look at the other parts of Sea.\nFinTech & Investments\nThe easiest addition to my computed valuation is Sea's $12B cash pile, partially offset by $4B in debt. This adds some nice optionality to the company and ensures that it won't be bankrupt any time soon despite losing money with Shopee. Adding in the $8B cash difference puts my computed valuation at $114.7B, just $8.4B short of the actual valuation.\nThen there is Sea's FinTech arm, SeaMoney. The main product here is a mobile wallet, which was responsible for $4.6B in payment volume in the last quarter (~$20B over a year). This segment accounted for $132 million in Q3 revenue, up a whopping 818% year over year. This implies a \"take rate\" of 2.9%, which is even better than established FinTech companies like Visa (V). Because of this high take rate, I'm not worried about SeaMoney losing money while it scales.\nDespite SeaMoney being a small segment, it's now reaching a point where it can be factored into the valuation. Maybe it's only worth a couple of billion, but this is just the start. Five years ago, nobody would have expected that an e-commerce platform accounting for 5% of Sea's sales would today be worth more than the gaming segment. But Sea's management - combined with Garena's ability to fund new segments and drive their viral adoption - made it happen. It's certainly not guaranteed that Sea will have the same success with FinTech, but there is precedent for it.\nIf one day this segment is worth a third or more of Sea (in 2020, FinTech accounted for 36% of MercadoLibre's revenue) then getting it for just 7% of the business today will be well worth it, even if that implies a somewhat high 16x P/S multiple for the segment today. Actually, this multiple is already lower than Visa's, Mastercard's (NYSE:MA), and Affirm's (NASDAQ:AFRM). Realistically, a segment growing at 818% year over year should probably get a higher multiple than these slower-growing companies', but we don't even need to speculate about what a fair multiple is, since we can reach Sea's current valuation by using 16x P/S in my model valuation.\nOne way this segment could grow even more is through the introduction of more products besides the mobile wallet. Sea noted in their recent earnings that they have started \"early initiatives in other digital financial services such as buy now pay later, digital bank, and insurtech.\" These guys sure know how to hop on the latest high growth trend.\nFinally, there's the investments arm. Sea is investing in early-stage tech companies, especially in Southeast Asia. There's strong precedent for companies like Tencent (which is itself an investor in Sea) and Shopify (NYSE:SHOP) managing successful investment portfolios that ultimately factor meaningfully into their valuation. Right now Sea's investment arm is very early stage, so I don't include it in my valuation model. But it doesn't have to be factored in to justify the current share price. It's just one more area that might be worth a large part of Sea one day.\nConclusion\nLooking at each of Sea's segments, my valuation model indicates that Sea is fairly valued today. However, my model doesn't account for the significant optionality of the newer segments. Just like e-commerce did over the last five years, FinTech (and/or investments) could grow to become a very large part of Sea's business. With the FinTech segment currently growing at 818% year over year, it doesn't take much imagination to see how this happens. Just another year or two of growth at something close to that rate will make the FinTech arm impossible for investors to ignore.\nThis optionality combined general strength in each business has allowed Sea to post an average revenue beat of 7% over the past year. Earnings haven't been as strong, and I expect that to be the main point of contention with my valuation model, as is the case for most unprofitable companies. In particular, I expect some readers will disagree with my valuation of the e-commerce segment. But even if you drop e-commerce all the way down to 5x P/S (a multiple seen today by much slower growing e-commerce companies) that implies 54% downside from today's prices. It's a steep drop for sure, but most companies in today's market would be looking at such a decline if one were to use the most conservative valuation standards possible.\nOnly fast-growing companies like Sea can quickly offset such a decline with revenue growth. As a result, the businesses with the most long-term potential will hardly ever trade at the most conservative valuation possible. And Sea certainly has long-term potential. It's one of the few high-growth companies I own that I could see reaching a trillion-dollar market cap this decade.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1218,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":692079011,"gmtCreate":1640816777533,"gmtModify":1640816777773,"author":{"id":"3564307944903490","authorId":"3564307944903490","name":"wallence82","avatar":"https://static.tigerbbs.com/dea005ab03386f13fa25c505b9a3221a","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564307944903490","authorIdStr":"3564307944903490"},"themes":[],"htmlText":"It a profitable company. Why investors keep dumping.","listText":"It a profitable company. Why investors keep dumping.","text":"It a profitable company. Why investors keep dumping.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/692079011","repostId":"2194074487","repostType":2,"isVote":1,"tweetType":1,"viewCount":1404,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696735096,"gmtCreate":1640765758331,"gmtModify":1640765773730,"author":{"id":"3564307944903490","authorId":"3564307944903490","name":"wallence82","avatar":"https://static.tigerbbs.com/dea005ab03386f13fa25c505b9a3221a","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564307944903490","authorIdStr":"3564307944903490"},"themes":[],"htmlText":"Agree","listText":"Agree","text":"Agree","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/696735096","repostId":"1168845751","repostType":4,"repost":{"id":"1168845751","kind":"news","pubTimestamp":1640765334,"share":"https://www.laohu8.com/m/news/1168845751?lang=&edition=full","pubTime":"2021-12-29 16:08","market":"us","language":"en","title":"Lucid Stock: Down 33% From Its November High, It's Time To Turn Bullish","url":"https://stock-news.laohu8.com/highlight/detail?id=1168845751","media":"Seeking Alpha","summary":"SummaryLucid stock has dropped 33% from its November high.The company recently completed a highly su","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Lucid stock has dropped 33% from its November high.</li><li>The company recently completed a highly successful convertible notes offering, which was fully subscribed.</li><li>We discuss why we think it&#39;s time for EV investors to turn bullish on Lucid stock.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6b06efeb97c339c447478d616e8e4db7\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"/><span>Eugene Gologursky/Getty Images Entertainment</span></p><p>Lucid Group(LCID) stock has fallen 26% since our previous article (Neutral rating) was published as we encouraged investors to be patient. We also discussed our thesis in detail, so readers can refer to it if they need a primer.</p><p>Its stock was battered as it suffered the double whammy of growth stock retracement and the recent SEC scrutiny over its SPAC combination.</p><p>While the stock is still priced at a premium, we believe that it seems more reasonably valued now. Moreover, being priced at a premium has not deterred institutional investors from fully snapping up its convertible notes offering, plus its option.</p><p>Therefore, we believe it&#39;s apt to discuss why we have revised our rating to Buy.</p><p>Why We Are Turning Bullish on LCID Now</p><p>Lucid Group estimates that it will produce 500K vehicles by 2030. However, it has planned for only 20K and 50K units by 2022 and 2023, respectively. Therefore, we believe that LCID&#39;s long-term production forecast is highly speculative at best for now. Nevertheless, readers should be clear that it doesn&#39;t mean that Lucid cannot meet its target. The company has clearly demonstrated the engineering expertise to produce a world-class luxury EV. Having its Air Dream winning the 2022 MotorTrend Car of the Year was just the start of its objective towards the $25K mass-market EV. Being the newly crowned &#34;range king&#34; is certainly no mean feat. It&#39;s a hallmark of world-class engineering talent that we should give sufficient due credit to CEO Peter Rawlinson &amp; Co. It shows the clear supremacy of Lucid&#39;s amazing powertrain efficiency. While its base model Air Pure is priced at a significant premium (from $77.4K), we should expect more iterations moving forward. Rawlinson&#39;s strategy of &#34;moving down the chain&#34; is a well-proven model that Tesla (TSLA) has perfected. While one can argue that Lucid is no Tesla (at least not yet), we also can argue that the strategy can work. Moreover, Lucid&#39;s vertically-integrated stack gives the company the critical advantage to work wonders with its powertrain efficiency. Rawlinson emphasized (edited):</p><blockquote>Lexus did it. Tesla did it. Great brands have started with a high-end product and gradually made that more accessible.<i>Step one of that plan is we use efficiency to create long-range</i>. Then, we can then produce a product like Air Pure. We still need to get the cost of the battery pack and battery cells down through mass industrialization through the economy of scale. Because the battery pack is the most expensive single component in an electric car, it means that we can go for a competitive range — say, at 400 miles in the future — with a smaller pack, which is going to cost us less. In the future, I could buy cells at, say, under $100 a kilowatt-hour, maybe $90. I could then buy the cells for that pack for $2,300. I could build a pack for under $3,000. And then I could have a $25,000 car. That&#39;s the future. (Insider)</blockquote><p>Nevertheless,BloombergNEF estimates that we will observe a slight increase in lithium-ion battery pack cost to $135 in 2022, up from $132 this year. It also will mark the first time we see a nominal increase in battery pack prices in the last ten years due to the spike in raw material costs. Notably, it expects prices to be half of what we observe today by 2030. Hence, we trust that Rawlinson will get that mass-market car out in due course as it ramps production.</p><p><b>Can Lucid Ramp Production Successfully?</b></p><p>Let&#39;s put it this way. We think Lucid still needs to prove its production ramp. Getting to 50K by 2023 will be a good start. It has proven its technology, but it still needs to prove its manufacturing expertise. But, Lucid has got all the ingredients to be successful. It&#39;s riding the green tidal wave of mainstream EV adoption in the US from 2022. The regulatory climate is positive toward EVs. General Motors (GM) and Ford (F) will ramp their EV deliveries from 2022. Rivian (RIVN) is ramping production of their amazing EV trucks. Tesla is estimated to reach a 2M production run rate next year. Some investors believe that more intense competition will crush new upstarts like Lucid, which has not proven their volume production expertise. The concerns are valid. Manufacturing is a different ball game. And we&#39;re not saying that Lucid will not meet production hurdles along the way. Investors should assume that the company will suffer from hiccups and bottlenecks. But, importantly, the competitive landscape is actually conducive for Lucid and not prohibitive. The US EV penetration rate is just under 3%. Furthermore, according to IHS Markit, the US EV share of new car sales is estimated to reach 5% in 2022. The estimates also are in line with Bloomberg NEF&#39;s 5.2% penetration rate. The EV penetration rates in the No. 1 market (China) and the No. 2 market (Europe) are already in double digits. Therefore, the US EV market is really still in its infancy. Yes, there will be competition. But to say that the competition will stifle Lucid, which has proven its automobile technology is not credible, we think. The US EV market is just getting started, and Lucid can certainly ride the secular trend well if it can ramp production successfully.</p><p>Notably, institutional investors are very confident that Lucid can do it. The company emphasized recently that its convertible notes offering, including its option, has been fully subscribed. Therefore, the company has managed to raise $1.99B in net proceeds, which will be used to ramp production, among other uses. It&#39;s important to note that its conversion price of $54.78 per share is 41.7% above its last closing price, which must be converted by December 2026. Therefore, we believe it&#39;s a clear vote of confidence the institutional community has given Lucid. The company was debt free coming into the transaction, with a cash and short-term investments balance of $4.8B. It has given Lucid tremendous financial flexibility to price its offering to benefit shareholders and the company at the same time. Investors should note that &#34;the notes will accrue interest at a rate of 1.25% per annum.&#34; Therefore, it&#39;s a great and affordable offering, we think. CFO Sherry House had also emphasized the company&#39;s rock-solid balance sheet in its recent earnings. It would help the company get the affordable funding it needs to ramp CapEx for production, as she added (edited):</p><blockquote>So, we&#39;re sitting in a terrific place today with $4.8 billion as of September 30, that&#39;s going to get us well through 2022. You&#39;re going to see a large capex increase happening next year. Actually, multiples ofcapexare going to be deployed next year vs. this year. So we&#39;re already doing that acceleration.<i>We do think that there is increasing availability of capital to us today from a lot of different sources</i>. You&#39;ll note that we still haven&#39;t even taken debt on.<i>So we have the opportunity to provide terrific loan to value there if we chose to take on debt</i>. So we&#39;re feeling really good about what we could do, and we feel like we are increasing the company&#39;s ability to deploy capital efficiently and quickly. (Lucid&#39;s FQ3&#39;21 earnings call)</blockquote><p><b>Why Buy LCID Stock at Such a High Premium?</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ba3124f31c4a9080cab2f9604eef1e35\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"/><span>Lucid stock &amp; peers EV/FY23 Revenue comps. Data source: S&amp;P Capital IQ</span></p><p>Lucid stock&#39;s valuation (EV/FY23 Revenue) has dropped significantly from the previous time we covered it. Although still ahead of Tesla stock&#39;s valuation, it has dropped back broadly in line with its pure-play peers. Also, it&#39;s no longer trading at 18x FY23 revenue, as we noted previously. Moreover, readers should note that Lucid has committed to a run rate of just 50K vehicles by 2023. Therefore, even if we consider its FY23 revenue multiple as a basis, it might even understate its medium-term run rate when it successfully ramps.</p><p>Moreover, the &#34;green tidal wave&#34; is expected to lift the momentum of EV stocks in the US market from 2022, given its massive opportunity. Therefore, we think valuations will continue to stay high for the pure-play EV makers, who don&#39;t have to transit their ICE production lines. Valuations like this are &#34;perfect&#34; to issue convertible notes or equity offerings.</p><p>Bank of America also highlighted that an elevated valuation environment creates a flywheel effect on the pure-play makers&#39; stock prices. It helps them to fund growth cheaply. And in turn, it can help drive up the stock price as they realize their production growth. BofA added (edited):</p><blockquote>Capital for EV OEMs is widely available and cheap in current market conditions. Therefore, momentum/support for many of the stocks, especially Tesla and Lucid, will persist. A 10% dilutive equity raise for Lucid, meanwhile, could fund over three incremental plants and more than 750,000 incremental units of capacity, making the company a relatively large global luxury automaker. (Benzinga)</blockquote><p>Hence, we believe Lucid investors should not be worried about its premium valuation. Instead, Lucid has capitalized on its premium valuation with its highly successful notes offering. It proves that the institutional support for Lucid&#39;s business model is very robust, and that&#39;s critical.</p><p>Nevertheless, the company still needs to prove its production ramp capability. However, we think its valuation, coupled with its success in acquiring cheap funding, makes its current price a Buy.</p><p>Therefore, we revise our rating on LCID stock to Buy for speculative investors only.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Lucid Stock: Down 33% From Its November High, It's Time To Turn Bullish</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLucid Stock: Down 33% From Its November High, It's Time To Turn Bullish\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-29 16:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4477067-lucid-stock-down-33-percent-from-its-november-high-its-time-to-turn-bullish><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryLucid stock has dropped 33% from its November high.The company recently completed a highly successful convertible notes offering, which was fully subscribed.We discuss why we think it's time ...</p>\n\n<a href=\"https://seekingalpha.com/article/4477067-lucid-stock-down-33-percent-from-its-november-high-its-time-to-turn-bullish\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LCID":"Lucid Group Inc"},"source_url":"https://seekingalpha.com/article/4477067-lucid-stock-down-33-percent-from-its-november-high-its-time-to-turn-bullish","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168845751","content_text":"SummaryLucid stock has dropped 33% from its November high.The company recently completed a highly successful convertible notes offering, which was fully subscribed.We discuss why we think it's time for EV investors to turn bullish on Lucid stock.Eugene Gologursky/Getty Images EntertainmentLucid Group(LCID) stock has fallen 26% since our previous article (Neutral rating) was published as we encouraged investors to be patient. We also discussed our thesis in detail, so readers can refer to it if they need a primer.Its stock was battered as it suffered the double whammy of growth stock retracement and the recent SEC scrutiny over its SPAC combination.While the stock is still priced at a premium, we believe that it seems more reasonably valued now. Moreover, being priced at a premium has not deterred institutional investors from fully snapping up its convertible notes offering, plus its option.Therefore, we believe it's apt to discuss why we have revised our rating to Buy.Why We Are Turning Bullish on LCID NowLucid Group estimates that it will produce 500K vehicles by 2030. However, it has planned for only 20K and 50K units by 2022 and 2023, respectively. Therefore, we believe that LCID's long-term production forecast is highly speculative at best for now. Nevertheless, readers should be clear that it doesn't mean that Lucid cannot meet its target. The company has clearly demonstrated the engineering expertise to produce a world-class luxury EV. Having its Air Dream winning the 2022 MotorTrend Car of the Year was just the start of its objective towards the $25K mass-market EV. Being the newly crowned \"range king\" is certainly no mean feat. It's a hallmark of world-class engineering talent that we should give sufficient due credit to CEO Peter Rawlinson & Co. It shows the clear supremacy of Lucid's amazing powertrain efficiency. While its base model Air Pure is priced at a significant premium (from $77.4K), we should expect more iterations moving forward. Rawlinson's strategy of \"moving down the chain\" is a well-proven model that Tesla (TSLA) has perfected. While one can argue that Lucid is no Tesla (at least not yet), we also can argue that the strategy can work. Moreover, Lucid's vertically-integrated stack gives the company the critical advantage to work wonders with its powertrain efficiency. Rawlinson emphasized (edited):Lexus did it. Tesla did it. Great brands have started with a high-end product and gradually made that more accessible.Step one of that plan is we use efficiency to create long-range. Then, we can then produce a product like Air Pure. We still need to get the cost of the battery pack and battery cells down through mass industrialization through the economy of scale. Because the battery pack is the most expensive single component in an electric car, it means that we can go for a competitive range — say, at 400 miles in the future — with a smaller pack, which is going to cost us less. In the future, I could buy cells at, say, under $100 a kilowatt-hour, maybe $90. I could then buy the cells for that pack for $2,300. I could build a pack for under $3,000. And then I could have a $25,000 car. That's the future. (Insider)Nevertheless,BloombergNEF estimates that we will observe a slight increase in lithium-ion battery pack cost to $135 in 2022, up from $132 this year. It also will mark the first time we see a nominal increase in battery pack prices in the last ten years due to the spike in raw material costs. Notably, it expects prices to be half of what we observe today by 2030. Hence, we trust that Rawlinson will get that mass-market car out in due course as it ramps production.Can Lucid Ramp Production Successfully?Let's put it this way. We think Lucid still needs to prove its production ramp. Getting to 50K by 2023 will be a good start. It has proven its technology, but it still needs to prove its manufacturing expertise. But, Lucid has got all the ingredients to be successful. It's riding the green tidal wave of mainstream EV adoption in the US from 2022. The regulatory climate is positive toward EVs. General Motors (GM) and Ford (F) will ramp their EV deliveries from 2022. Rivian (RIVN) is ramping production of their amazing EV trucks. Tesla is estimated to reach a 2M production run rate next year. Some investors believe that more intense competition will crush new upstarts like Lucid, which has not proven their volume production expertise. The concerns are valid. Manufacturing is a different ball game. And we're not saying that Lucid will not meet production hurdles along the way. Investors should assume that the company will suffer from hiccups and bottlenecks. But, importantly, the competitive landscape is actually conducive for Lucid and not prohibitive. The US EV penetration rate is just under 3%. Furthermore, according to IHS Markit, the US EV share of new car sales is estimated to reach 5% in 2022. The estimates also are in line with Bloomberg NEF's 5.2% penetration rate. The EV penetration rates in the No. 1 market (China) and the No. 2 market (Europe) are already in double digits. Therefore, the US EV market is really still in its infancy. Yes, there will be competition. But to say that the competition will stifle Lucid, which has proven its automobile technology is not credible, we think. The US EV market is just getting started, and Lucid can certainly ride the secular trend well if it can ramp production successfully.Notably, institutional investors are very confident that Lucid can do it. The company emphasized recently that its convertible notes offering, including its option, has been fully subscribed. Therefore, the company has managed to raise $1.99B in net proceeds, which will be used to ramp production, among other uses. It's important to note that its conversion price of $54.78 per share is 41.7% above its last closing price, which must be converted by December 2026. Therefore, we believe it's a clear vote of confidence the institutional community has given Lucid. The company was debt free coming into the transaction, with a cash and short-term investments balance of $4.8B. It has given Lucid tremendous financial flexibility to price its offering to benefit shareholders and the company at the same time. Investors should note that \"the notes will accrue interest at a rate of 1.25% per annum.\" Therefore, it's a great and affordable offering, we think. CFO Sherry House had also emphasized the company's rock-solid balance sheet in its recent earnings. It would help the company get the affordable funding it needs to ramp CapEx for production, as she added (edited):So, we're sitting in a terrific place today with $4.8 billion as of September 30, that's going to get us well through 2022. You're going to see a large capex increase happening next year. Actually, multiples ofcapexare going to be deployed next year vs. this year. So we're already doing that acceleration.We do think that there is increasing availability of capital to us today from a lot of different sources. You'll note that we still haven't even taken debt on.So we have the opportunity to provide terrific loan to value there if we chose to take on debt. So we're feeling really good about what we could do, and we feel like we are increasing the company's ability to deploy capital efficiently and quickly. (Lucid's FQ3'21 earnings call)Why Buy LCID Stock at Such a High Premium?Lucid stock & peers EV/FY23 Revenue comps. Data source: S&P Capital IQLucid stock's valuation (EV/FY23 Revenue) has dropped significantly from the previous time we covered it. Although still ahead of Tesla stock's valuation, it has dropped back broadly in line with its pure-play peers. Also, it's no longer trading at 18x FY23 revenue, as we noted previously. Moreover, readers should note that Lucid has committed to a run rate of just 50K vehicles by 2023. Therefore, even if we consider its FY23 revenue multiple as a basis, it might even understate its medium-term run rate when it successfully ramps.Moreover, the \"green tidal wave\" is expected to lift the momentum of EV stocks in the US market from 2022, given its massive opportunity. Therefore, we think valuations will continue to stay high for the pure-play EV makers, who don't have to transit their ICE production lines. Valuations like this are \"perfect\" to issue convertible notes or equity offerings.Bank of America also highlighted that an elevated valuation environment creates a flywheel effect on the pure-play makers' stock prices. It helps them to fund growth cheaply. And in turn, it can help drive up the stock price as they realize their production growth. BofA added (edited):Capital for EV OEMs is widely available and cheap in current market conditions. Therefore, momentum/support for many of the stocks, especially Tesla and Lucid, will persist. A 10% dilutive equity raise for Lucid, meanwhile, could fund over three incremental plants and more than 750,000 incremental units of capacity, making the company a relatively large global luxury automaker. (Benzinga)Hence, we believe Lucid investors should not be worried about its premium valuation. Instead, Lucid has capitalized on its premium valuation with its highly successful notes offering. It proves that the institutional support for Lucid's business model is very robust, and that's critical.Nevertheless, the company still needs to prove its production ramp capability. However, we think its valuation, coupled with its success in acquiring cheap funding, makes its current price a Buy.Therefore, we revise our rating on LCID stock to Buy for speculative investors only.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1210,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696594424,"gmtCreate":1640730498384,"gmtModify":1640730498634,"author":{"id":"3564307944903490","authorId":"3564307944903490","name":"wallence82","avatar":"https://static.tigerbbs.com/dea005ab03386f13fa25c505b9a3221a","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564307944903490","authorIdStr":"3564307944903490"},"themes":[],"htmlText":"Get a good VR to try&nbsp;","listText":"Get a good VR to try&nbsp;","text":"Get a good VR to try","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/696594424","repostId":"2195436444","repostType":2,"isVote":1,"tweetType":1,"viewCount":1392,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696103894,"gmtCreate":1640644768413,"gmtModify":1640644768626,"author":{"id":"3564307944903490","authorId":"3564307944903490","name":"wallence82","avatar":"https://static.tigerbbs.com/dea005ab03386f13fa25c505b9a3221a","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564307944903490","authorIdStr":"3564307944903490"},"themes":[],"htmlText":"It's time to buy","listText":"It's time to buy","text":"It's time to buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/696103894","repostId":"1191134006","repostType":4,"isVote":1,"tweetType":1,"viewCount":1144,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696024349,"gmtCreate":1640580058229,"gmtModify":1640580058443,"author":{"id":"3564307944903490","authorId":"3564307944903490","name":"wallence82","avatar":"https://static.tigerbbs.com/dea005ab03386f13fa25c505b9a3221a","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564307944903490","authorIdStr":"3564307944903490"},"themes":[],"htmlText":"Time for Tesla to the moon","listText":"Time for Tesla to the moon","text":"Time for Tesla to the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/696024349","repostId":"1138768744","repostType":2,"repost":{"id":"1138768744","kind":"news","pubTimestamp":1640576008,"share":"https://www.laohu8.com/m/news/1138768744?lang=&edition=full","pubTime":"2021-12-27 11:33","market":"us","language":"en","title":"The next Tesla is proving hard to find","url":"https://stock-news.laohu8.com/highlight/detail?id=1138768744","media":"CNN Business","summary":"New York Finding the next Tesla among electric vehicle stocks is proving to be difficult.A number of upstart electric vehicle makers' stock prices soared in recent years, as investors looked for the next company to shake up the car market. But all have struggled recently -- as has Tesla  itself.Rivian was briefly the third-most-valuable automaker on the planet, behind only Tesla and Toyota, despite having yet to report any sales when it went public. When it finally reported its first sales on De","content":"<p>New York (CNN Business)Finding the next Tesla among electric vehicle stocks is proving to be difficult.</p>\n<p>A number of upstart electric vehicle makers' stock prices soared in recent years, as investors looked for the next company to shake up the car market. But all have struggled recently -- as has Tesla (TSLA) itself.</p>\n<p>Lucid, which started trading on the Nasdaq in July after a SPAC deal, had its share of good news: Its first car, the Lucid Air, won MotorTrend Car of the Year honors and was certified as having a range of 520 miles on a single charge, the longest of any EV. But company has also disclosed it faces subpoenas from the Securities and Exchange Commission about some of its claims and the SPAC deal, and shares are down from a November 16 peak.</p>\n<p>Electric truck maker Rivian had a huge hit with its November IPO, and it also won MotorTrend Truck of the Year honors. Rivian won the race to be the first all-electric pickup to reach market. Shares shot up 29% from the IPO price on its first day of trading, and gained another 71% over the next week.</p>\n<p>Rivian was briefly the third-most-valuable automaker on the planet, behind only Tesla and Toyota, despite having yet to report any sales when it went public. When it finally reported its first sales on December 16 they fell short of expectations, and the company cited the same chip and parts shortages dogging the rest of the auto industry. Shares closed Thursday down 44% from that pre-report high, and the sales report proved to be a headwind for Lucid shares as well.</p>\n<p>Even Tesla, which earlier this year became only the sixth company to reach a $1 trillion market value, has encountered recent troubles. Shares sank as much as 27% from an all-time high set on November 4 through Tuesday -- before a late-week rally lifted it back above the $1 trillion mark. Still, it is trading 13% below its all-time peak.</p>\n<p>Part of the recent problem for EV stocks is the apparent demise of the Biden administration's Build Back Better bill, which had a number of goodies for the EV industry, including enhanced tax credits for buyers that would have allowed automakers to charge more for the vehicles. Build Back Better also includes money for a network of rapid charging stations, which would have answered potential EV buyers' concerns about running out of juice while on the road.</p>\n<p>\"That was a gut punch to the EV bulls,\" said Dan Ives, tech analyst for Wedbush Securities. \"For incremental demand in 2022 and beyond, the EVs tax credits is a 15% swing factor in demand.\"</p>\n<p>But much of the decline in EV stocks took place before Sen. Joe Manchin said last week he couldn't support the legislation, throwing its future in severe doubt.</p>\n<p>Much of the dip is due to continued announcements from established automakers such as Volkswagen, Toyota, Ford and GM about additional investment plans in EVs. The concern is that even if consumer preferences and tougher environment rules are about to create a massive shift from gasoline-powered vehicles to electrics, stand-alone EV companies won't necessarily win the battle.</p>\n<p>\"There are going to be losers in the battle for EV market share,\" said Ives. \"Rivian coming out of gate with a delivery short fall, that couldn't have come at a worst time. It's a dark cloud on the pure play EV makers. And investors have a lot less patience with any execution missteps.\"</p>\n<p>Tesla has grown to the point where it is profitable and large enough to grow even in the face of increased competition from the established automakers. It projects sales growth of 50% or better this year and beyond. And the stock has mostly bucked the declines in the sector, rising 51% so far this year.</p>\n<p>Although that is only a fraction of the 743% gain Tesla stock achieved in 2020, it's better than most of the established automakers other than Ford, whose shares are up 131% this year after posting significant gains in its own EV efforts.</p>\n<p>The two most troubled EV stocks -- Nikola and Lordstown Motors -- lost 27% and 80% of their value, respectively, through Thursday's close, although Nikola's stock surged 18% Thursday after announcing it had finally made its first truck delivery.</p>\n<p>But earlier in the week, Nikola agreed to pay a $125 million fine to settle charges Trevor Milton, its founder and former CEO, deceived investors. Milton was forced to resign in September 2020 after questions about company's claims first surfaced. He now faces federal criminal charges.</p>\n<p>The founder and CEO of Lordstown was also forced to resign, and the company has expressed doubts that it can remain in business.</p>\n<p>The trouble those companies had living up to their early promises means companies like Lucid and Rivian will have to do more to prove themselves before they will be fully embraced by investors, Ives said.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The next Tesla is proving hard to find</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe next Tesla is proving hard to find\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-27 11:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://edition.cnn.com/2021/12/26/investing/tesla-ev-stocks/index.html><strong>CNN Business</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>New York (CNN Business)Finding the next Tesla among electric vehicle stocks is proving to be difficult.\nA number of upstart electric vehicle makers' stock prices soared in recent years, as investors ...</p>\n\n<a href=\"https://edition.cnn.com/2021/12/26/investing/tesla-ev-stocks/index.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RIVN":"Rivian Automotive, Inc.","LCID":"Lucid Group Inc","TSLA":"特斯拉"},"source_url":"https://edition.cnn.com/2021/12/26/investing/tesla-ev-stocks/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138768744","content_text":"New York (CNN Business)Finding the next Tesla among electric vehicle stocks is proving to be difficult.\nA number of upstart electric vehicle makers' stock prices soared in recent years, as investors looked for the next company to shake up the car market. But all have struggled recently -- as has Tesla (TSLA) itself.\nLucid, which started trading on the Nasdaq in July after a SPAC deal, had its share of good news: Its first car, the Lucid Air, won MotorTrend Car of the Year honors and was certified as having a range of 520 miles on a single charge, the longest of any EV. But company has also disclosed it faces subpoenas from the Securities and Exchange Commission about some of its claims and the SPAC deal, and shares are down from a November 16 peak.\nElectric truck maker Rivian had a huge hit with its November IPO, and it also won MotorTrend Truck of the Year honors. Rivian won the race to be the first all-electric pickup to reach market. Shares shot up 29% from the IPO price on its first day of trading, and gained another 71% over the next week.\nRivian was briefly the third-most-valuable automaker on the planet, behind only Tesla and Toyota, despite having yet to report any sales when it went public. When it finally reported its first sales on December 16 they fell short of expectations, and the company cited the same chip and parts shortages dogging the rest of the auto industry. Shares closed Thursday down 44% from that pre-report high, and the sales report proved to be a headwind for Lucid shares as well.\nEven Tesla, which earlier this year became only the sixth company to reach a $1 trillion market value, has encountered recent troubles. Shares sank as much as 27% from an all-time high set on November 4 through Tuesday -- before a late-week rally lifted it back above the $1 trillion mark. Still, it is trading 13% below its all-time peak.\nPart of the recent problem for EV stocks is the apparent demise of the Biden administration's Build Back Better bill, which had a number of goodies for the EV industry, including enhanced tax credits for buyers that would have allowed automakers to charge more for the vehicles. Build Back Better also includes money for a network of rapid charging stations, which would have answered potential EV buyers' concerns about running out of juice while on the road.\n\"That was a gut punch to the EV bulls,\" said Dan Ives, tech analyst for Wedbush Securities. \"For incremental demand in 2022 and beyond, the EVs tax credits is a 15% swing factor in demand.\"\nBut much of the decline in EV stocks took place before Sen. Joe Manchin said last week he couldn't support the legislation, throwing its future in severe doubt.\nMuch of the dip is due to continued announcements from established automakers such as Volkswagen, Toyota, Ford and GM about additional investment plans in EVs. The concern is that even if consumer preferences and tougher environment rules are about to create a massive shift from gasoline-powered vehicles to electrics, stand-alone EV companies won't necessarily win the battle.\n\"There are going to be losers in the battle for EV market share,\" said Ives. \"Rivian coming out of gate with a delivery short fall, that couldn't have come at a worst time. It's a dark cloud on the pure play EV makers. And investors have a lot less patience with any execution missteps.\"\nTesla has grown to the point where it is profitable and large enough to grow even in the face of increased competition from the established automakers. It projects sales growth of 50% or better this year and beyond. And the stock has mostly bucked the declines in the sector, rising 51% so far this year.\nAlthough that is only a fraction of the 743% gain Tesla stock achieved in 2020, it's better than most of the established automakers other than Ford, whose shares are up 131% this year after posting significant gains in its own EV efforts.\nThe two most troubled EV stocks -- Nikola and Lordstown Motors -- lost 27% and 80% of their value, respectively, through Thursday's close, although Nikola's stock surged 18% Thursday after announcing it had finally made its first truck delivery.\nBut earlier in the week, Nikola agreed to pay a $125 million fine to settle charges Trevor Milton, its founder and former CEO, deceived investors. Milton was forced to resign in September 2020 after questions about company's claims first surfaced. He now faces federal criminal charges.\nThe founder and CEO of Lordstown was also forced to resign, and the company has expressed doubts that it can remain in business.\nThe trouble those companies had living up to their early promises means companies like Lucid and Rivian will have to do more to prove themselves before they will be fully embraced by investors, Ives said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1431,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698466649,"gmtCreate":1640497776204,"gmtModify":1640497776471,"author":{"id":"3564307944903490","authorId":"3564307944903490","name":"wallence82","avatar":"https://static.tigerbbs.com/dea005ab03386f13fa25c505b9a3221a","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564307944903490","authorIdStr":"3564307944903490"},"themes":[],"htmlText":"Why sold the stock?","listText":"Why sold the stock?","text":"Why sold the stock?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698466649","repostId":"2193491521","repostType":2,"repost":{"id":"2193491521","kind":"news","pubTimestamp":1640261702,"share":"https://www.laohu8.com/m/news/2193491521?lang=&edition=full","pubTime":"2021-12-23 20:15","market":"us","language":"en","title":"Crowdstrike Holdings Inc (CRWD) PRESIDENT AND CEO George Kurtz Sold $14.1 million of Shares","url":"https://stock-news.laohu8.com/highlight/detail?id=2193491521","media":"GuruFocus.com","summary":"PRESIDENT AND CEO of Crowdstrike Holdings Inc (30-Year Financial, Insider Trades) George Kurtz (insi","content":"<html><body><p>PRESIDENT AND CEO of Crowdstrike Holdings Inc (30-Year Financial, Insider Trades) George Kurtz (insider trades) sold 68,840 shares of CRWD on 12/21/2021 at an average price of $205.07 a share. The total sale was $14.1 million.</p>\n<ul>\n<li>Warning! GuruFocus has detected 2 Warning Sign with CRWD. Click here to check it out. </li>\n<li>CRWD 15-Year Financial Data</li>\n<li>The intrinsic value of CRWD</li>\n<li>Peter Lynch Chart of CRWD</li>\n</ul>\n<br/>\n<p>For the complete insider trading history of CRWD, click here</p>.This article first appeared on \nGuruFocus.\n<br/></body></html>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Crowdstrike Holdings Inc (CRWD) PRESIDENT AND CEO George Kurtz Sold $14.1 million of Shares</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\">\nCrowdstrike Holdings Inc (CRWD) PRESIDENT AND CEO George Kurtz Sold $14.1 million of Shares\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-23 20:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/crowdstrike-holdings-inc-crwd-president-121502852.html><strong>GuruFocus.com</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>PRESIDENT AND CEO of Crowdstrike Holdings Inc (30-Year Financial, Insider Trades) George Kurtz (insider trades) sold 68,840 shares of CRWD on 12/21/2021 at an average price of $205.07 a share. The ...</p>\n\n<a href=\"https://finance.yahoo.com/news/crowdstrike-holdings-inc-crwd-president-121502852.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4007":"制药","LHDX":"Lucira Health, Inc.","BK4532":"文艺复兴科技持仓","CGEM":"Cullinan Therapeutics","BK4196":"保健护理服务","BK4139":"生物科技","SANA":"Sana Biotechnology, Inc.","LABP":"Landos Biopharma, Inc.","BK4082":"医疗保健设备","BK4551":"寇图资本持仓","CRWD":"CrowdStrike Holdings, Inc.","BK4097":"系统软件","BK4560":"网络安全概念","BK4528":"SaaS概念"},"source_url":"https://finance.yahoo.com/news/crowdstrike-holdings-inc-crwd-president-121502852.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2193491521","content_text":"PRESIDENT AND CEO of Crowdstrike Holdings Inc (30-Year Financial, Insider Trades) George Kurtz (insider trades) sold 68,840 shares of CRWD on 12/21/2021 at an average price of $205.07 a share. The total sale was $14.1 million.\n\nWarning! GuruFocus has detected 2 Warning Sign with CRWD. Click here to check it out. \nCRWD 15-Year Financial Data\nThe intrinsic value of CRWD\nPeter Lynch Chart of CRWD\n\n\nFor the complete insider trading history of CRWD, click here.This article first appeared on \nGuruFocus.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1098,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698888497,"gmtCreate":1640340170040,"gmtModify":1640340170269,"author":{"id":"3564307944903490","authorId":"3564307944903490","name":"wallence82","avatar":"https://static.tigerbbs.com/dea005ab03386f13fa25c505b9a3221a","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564307944903490","authorIdStr":"3564307944903490"},"themes":[],"htmlText":"Load up Coinbase for upcoming rally","listText":"Load up Coinbase for upcoming rally","text":"Load up Coinbase for upcoming rally","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698888497","repostId":"2193138147","repostType":2,"isVote":1,"tweetType":1,"viewCount":1063,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698094606,"gmtCreate":1640256509175,"gmtModify":1640256509451,"author":{"id":"3564307944903490","authorId":"3564307944903490","name":"wallence82","avatar":"https://static.tigerbbs.com/dea005ab03386f13fa25c505b9a3221a","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564307944903490","authorIdStr":"3564307944903490"},"themes":[],"htmlText":"The beginning of bull&nbsp;","listText":"The beginning of bull&nbsp;","text":"The beginning of bull","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698094606","repostId":"2192909527","repostType":2,"isVote":1,"tweetType":1,"viewCount":1337,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691986326,"gmtCreate":1640125536491,"gmtModify":1640125536688,"author":{"id":"3564307944903490","authorId":"3564307944903490","name":"wallence82","avatar":"https://static.tigerbbs.com/dea005ab03386f13fa25c505b9a3221a","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564307944903490","authorIdStr":"3564307944903490"},"themes":[],"htmlText":"Still a recommended buy for COIN","listText":"Still a recommended buy for COIN","text":"Still a recommended buy for COIN","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/691986326","repostId":"2193165699","repostType":2,"isVote":1,"tweetType":1,"viewCount":394,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693286162,"gmtCreate":1640040776825,"gmtModify":1640040777060,"author":{"id":"3564307944903490","authorId":"3564307944903490","name":"wallence82","avatar":"https://static.tigerbbs.com/dea005ab03386f13fa25c505b9a3221a","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564307944903490","authorIdStr":"3564307944903490"},"themes":[],"htmlText":"Unity","listText":"Unity","text":"Unity","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693286162","repostId":"2192903795","repostType":2,"isVote":1,"tweetType":1,"viewCount":310,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699462063,"gmtCreate":1639878299965,"gmtModify":1639878300215,"author":{"id":"3564307944903490","authorId":"3564307944903490","name":"wallence82","avatar":"https://static.tigerbbs.com/dea005ab03386f13fa25c505b9a3221a","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564307944903490","authorIdStr":"3564307944903490"},"themes":[],"htmlText":"Always a supporter of fastly","listText":"Always a supporter of fastly","text":"Always a supporter of fastly","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699462063","repostId":"2191993742","repostType":2,"isVote":1,"tweetType":1,"viewCount":367,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699354697,"gmtCreate":1639752143013,"gmtModify":1639752295226,"author":{"id":"3564307944903490","authorId":"3564307944903490","name":"wallence82","avatar":"https://static.tigerbbs.com/dea005ab03386f13fa25c505b9a3221a","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564307944903490","authorIdStr":"3564307944903490"},"themes":[],"htmlText":"Still a buy opportunity","listText":"Still a buy opportunity","text":"Still a buy opportunity","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/699354697","repostId":"2192987927","repostType":2,"isVote":1,"tweetType":1,"viewCount":750,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690325512,"gmtCreate":1639639296688,"gmtModify":1639640375184,"author":{"id":"3564307944903490","authorId":"3564307944903490","name":"wallence82","avatar":"https://static.tigerbbs.com/dea005ab03386f13fa25c505b9a3221a","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564307944903490","authorIdStr":"3564307944903490"},"themes":[],"htmlText":"Upstart is a good company not to miss","listText":"Upstart is a good company not to miss","text":"Upstart is a good company not to miss","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690325512","repostId":"2191933699","repostType":2,"isVote":1,"tweetType":1,"viewCount":331,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690306342,"gmtCreate":1639628278414,"gmtModify":1639628278601,"author":{"id":"3564307944903490","authorId":"3564307944903490","name":"wallence82","avatar":"https://static.tigerbbs.com/dea005ab03386f13fa25c505b9a3221a","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564307944903490","authorIdStr":"3564307944903490"},"themes":[],"htmlText":"Apple is. Good company to invest. Ignore all the noise and just DCA","listText":"Apple is. Good company to invest. Ignore all the noise and just DCA","text":"Apple is. Good company to invest. Ignore all the noise and just DCA","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/690306342","repostId":"1156000862","repostType":4,"repost":{"id":"1156000862","kind":"news","pubTimestamp":1639622579,"share":"https://www.laohu8.com/m/news/1156000862?lang=&edition=full","pubTime":"2021-12-16 10:42","market":"us","language":"en","title":"Why Apple Stock Rallied","url":"https://stock-news.laohu8.com/highlight/detail?id=1156000862","media":"Motley Fool","summary":"What happened\nShares of Apple(NASDAQ:AAPL)climbed nearly 3% on Wednesday, following the Federal Rese","content":"<p><b>What happened</b></p>\n<p>Shares of&nbsp;<b>Apple</b>(NASDAQ:AAPL)climbed nearly 3% on Wednesday, following the Federal Reserve's statement.</p>\n<p><b>So what</b></p>\n<p>The Federal Reserve plans to taper its asset purchases at a faster rate to combat rising&nbsp;inflation. The announcement came after wholesale prices surged a record 9.6% in November.</p>\n<p>This tapering positions the Federal Reserve to begin raising interest rates next year. Members of the Federal Open Market Committee forecast three rate hikes in 2022.</p>\n<p>While a reduction in stimulus measures and the prospect of rate hikes are not normally bullish indicators for stocks, the announcements were largely in line with the market's expectations. Investors appeared to breathe a sigh of relief that the Federal Reserve wasn't planning more aggressive action to battle inflation, and the major stock indexes surged.</p>\n<p><b>Now what</b></p>\n<p>The news allowed investors to shift their attention away from macroeconomic factors and refocus on Apple's core business fundamentals and growth prospects -- two areas where the tech titan shines.</p>\n<p>A 5G upgrade cycle is fueling iPhone sales, while rave reviews of Apple's high-performance M1 chip are boosting sales of Macs and iPads. Together, these trends are likely to drive the tech giant's already huge profits even higher.</p>\n<p>Additionally, analysts are intrigued by Apple's virtual and augmented reality initiatives, as well as its secretive self-driving car project. Their excitement is palpable, and several analysts have recently raised their price forecasts for Apple's stock due in part to the potential of these new products.</p>\n<p>With today's Fed statement and subsequent market rally seemingly signaling that it's ok to buy great growth stocks once again, many investors decided to purchase shares of Apple, and its stock price rose in kind.</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>Why Apple Stock Rallied</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\">\nWhy Apple Stock Rallied\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-16 10:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/12/15/why-apple-stock-rallied-today/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>What happened\nShares of Apple(NASDAQ:AAPL)climbed nearly 3% on Wednesday, following the Federal Reserve's statement.\nSo what\nThe Federal Reserve plans to taper its asset purchases at a faster rate to ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/15/why-apple-stock-rallied-today/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.fool.com/investing/2021/12/15/why-apple-stock-rallied-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156000862","content_text":"What happened\nShares of Apple(NASDAQ:AAPL)climbed nearly 3% on Wednesday, following the Federal Reserve's statement.\nSo what\nThe Federal Reserve plans to taper its asset purchases at a faster rate to combat rising inflation. The announcement came after wholesale prices surged a record 9.6% in November.\nThis tapering positions the Federal Reserve to begin raising interest rates next year. Members of the Federal Open Market Committee forecast three rate hikes in 2022.\nWhile a reduction in stimulus measures and the prospect of rate hikes are not normally bullish indicators for stocks, the announcements were largely in line with the market's expectations. Investors appeared to breathe a sigh of relief that the Federal Reserve wasn't planning more aggressive action to battle inflation, and the major stock indexes surged.\nNow what\nThe news allowed investors to shift their attention away from macroeconomic factors and refocus on Apple's core business fundamentals and growth prospects -- two areas where the tech titan shines.\nA 5G upgrade cycle is fueling iPhone sales, while rave reviews of Apple's high-performance M1 chip are boosting sales of Macs and iPads. Together, these trends are likely to drive the tech giant's already huge profits even higher.\nAdditionally, analysts are intrigued by Apple's virtual and augmented reality initiatives, as well as its secretive self-driving car project. Their excitement is palpable, and several analysts have recently raised their price forecasts for Apple's stock due in part to the potential of these new products.\nWith today's Fed statement and subsequent market rally seemingly signaling that it's ok to buy great growth stocks once again, many investors decided to purchase shares of Apple, and its stock price rose in kind.","news_type":1},"isVote":1,"tweetType":1,"viewCount":571,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607548539,"gmtCreate":1639570646297,"gmtModify":1639571043787,"author":{"id":"3564307944903490","authorId":"3564307944903490","name":"wallence82","avatar":"https://static.tigerbbs.com/dea005ab03386f13fa25c505b9a3221a","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564307944903490","authorIdStr":"3564307944903490"},"themes":[],"htmlText":"Buy it. Do not let noise affected","listText":"Buy it. Do not let noise affected","text":"Buy it. Do not let noise affected","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/607548539","repostId":"1150850336","repostType":2,"isVote":1,"tweetType":1,"viewCount":411,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607979908,"gmtCreate":1639481694988,"gmtModify":1639481695154,"author":{"id":"3564307944903490","authorId":"3564307944903490","name":"wallence82","avatar":"https://static.tigerbbs.com/dea005ab03386f13fa25c505b9a3221a","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564307944903490","authorIdStr":"3564307944903490"},"themes":[],"htmlText":"Follow","listText":"Follow","text":"Follow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/607979908","repostId":"1177762211","repostType":4,"repost":{"id":"1177762211","kind":"news","pubTimestamp":1639480939,"share":"https://www.laohu8.com/m/news/1177762211?lang=&edition=full","pubTime":"2021-12-14 19:22","market":"us","language":"en","title":"Cathie Wood Sells $8.6M Worth Shares In Pfizer, Buys Coinbase And Robinhood On The Dip","url":"https://stock-news.laohu8.com/highlight/detail?id=1177762211","media":"Benzinga","summary":"Cathie Wood-led money managing firm Ark Invest on Monday sold 155,578 shares — estimated to be worth","content":"<p><b>Cathie Wood</b>-led money managing firm&nbsp;<b>Ark Invest</b>&nbsp;on Monday sold 155,578 shares — estimated to be worth $8.59 million — in&nbsp;<b>Pfizer Inc</b>(NYSE:PFE) as the pharma stock closed a record high after a $6.7 billion acquisition.</p>\n<p>Pfizer shares closed 4.59% higher at $55.20 a share on Monday. The stock has risen about 50% so far this year.</p>\n<p>Pfizer on Monday said it will buy&nbsp;<b>Arena Pharmaceuticals Inc</b>(NASDAQ:ARNA) in an all-cash transaction that represents a total equity value of approximately $6.7 billion.</p>\n<p>Brokerage UBS upgraded Pfizer stock from a Neutral rating to a Buy rating and raised the price target to $60 a share from $52.</p>\n<p>Ark Invest has been selling shares in Pfizer over the last few sessions after months of piling up the stock. The popular investment firm owns shares in the pharma company via the flagship pharma fund, the&nbsp;<b>Ark Genomic Revolution</b>&nbsp;ETF (BATS:ARKG).</p>\n<p>ARKG held 1.23 million — worth $67.97 million — in Pfizer, ahead of Monday’s trade.</p>\n<p>Here are some of the other key Ark Trades on Monday:</p>\n<ul>\n <li>Bought 50,855 shares — estimated to be worth $12.78 million — in&nbsp;<b>CoinbaseGlobal Inc</b>(NASDAQ:COIN). Shares closed 1.72% lower at $251.37 a share on Monday.</li>\n <li>Bought 260,791 shares — estimated to be worth $5.13 million — in&nbsp;<b>Robinhood Markets Inc</b>(NASDAQ:HOOD) on the dip. The stock closed 2.14% lower at $19.70 a share.</li>\n <li>Ark Invest also bought shares in&nbsp;<b>Roku Inc</b>(NASDAQ:ROKU) and&nbsp;<b>UiPath Inc</b>(NYSE:PATH) and sold shares in&nbsp;<b>Boeing Co</b>(NYSE:BA),<b>Amazon.com Inc</b>(NASDAQ:AMZN).</li>\n</ul>","source":"lsy1606299360108","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>Cathie Wood Sells $8.6M Worth Shares In Pfizer, Buys Coinbase And Robinhood On The Dip</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\">\nCathie Wood Sells $8.6M Worth Shares In Pfizer, Buys Coinbase And Robinhood On The Dip\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-14 19:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/trading-ideas/long-ideas/21/12/24585440/cathie-wood-sells-8-6m-worth-shares-in-pfizer-buys-coinbase-and-robinhood-on-the-dip><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cathie Wood-led money managing firm Ark Invest on Monday sold 155,578 shares — estimated to be worth $8.59 million — in Pfizer Inc(NYSE:PFE) as the pharma stock closed a record high after a $6.7 ...</p>\n\n<a href=\"https://www.benzinga.com/trading-ideas/long-ideas/21/12/24585440/cathie-wood-sells-8-6m-worth-shares-in-pfizer-buys-coinbase-and-robinhood-on-the-dip\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.benzinga.com/trading-ideas/long-ideas/21/12/24585440/cathie-wood-sells-8-6m-worth-shares-in-pfizer-buys-coinbase-and-robinhood-on-the-dip","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177762211","content_text":"Cathie Wood-led money managing firm Ark Invest on Monday sold 155,578 shares — estimated to be worth $8.59 million — in Pfizer Inc(NYSE:PFE) as the pharma stock closed a record high after a $6.7 billion acquisition.\nPfizer shares closed 4.59% higher at $55.20 a share on Monday. The stock has risen about 50% so far this year.\nPfizer on Monday said it will buy Arena Pharmaceuticals Inc(NASDAQ:ARNA) in an all-cash transaction that represents a total equity value of approximately $6.7 billion.\nBrokerage UBS upgraded Pfizer stock from a Neutral rating to a Buy rating and raised the price target to $60 a share from $52.\nArk Invest has been selling shares in Pfizer over the last few sessions after months of piling up the stock. The popular investment firm owns shares in the pharma company via the flagship pharma fund, the Ark Genomic Revolution ETF (BATS:ARKG).\nARKG held 1.23 million — worth $67.97 million — in Pfizer, ahead of Monday’s trade.\nHere are some of the other key Ark Trades on Monday:\n\nBought 50,855 shares — estimated to be worth $12.78 million — in CoinbaseGlobal Inc(NASDAQ:COIN). Shares closed 1.72% lower at $251.37 a share on Monday.\nBought 260,791 shares — estimated to be worth $5.13 million — in Robinhood Markets Inc(NASDAQ:HOOD) on the dip. The stock closed 2.14% lower at $19.70 a share.\nArk Invest also bought shares in Roku Inc(NASDAQ:ROKU) and UiPath Inc(NYSE:PATH) and sold shares in Boeing Co(NYSE:BA),Amazon.com Inc(NASDAQ:AMZN).","news_type":1},"isVote":1,"tweetType":1,"viewCount":631,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604680441,"gmtCreate":1639386640629,"gmtModify":1639386640793,"author":{"id":"3564307944903490","authorId":"3564307944903490","name":"wallence82","avatar":"https://static.tigerbbs.com/dea005ab03386f13fa25c505b9a3221a","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564307944903490","authorIdStr":"3564307944903490"},"themes":[],"htmlText":"Is time","listText":"Is time","text":"Is time","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/604680441","repostId":"1145558870","repostType":2,"isVote":1,"tweetType":1,"viewCount":420,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605361960,"gmtCreate":1639115581752,"gmtModify":1639115581981,"author":{"id":"3564307944903490","authorId":"3564307944903490","name":"wallence82","avatar":"https://static.tigerbbs.com/dea005ab03386f13fa25c505b9a3221a","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564307944903490","authorIdStr":"3564307944903490"},"themes":[],"htmlText":"Great company","listText":"Great company","text":"Great company","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605361960","repostId":"1195107888","repostType":2,"repost":{"id":"1195107888","kind":"news","pubTimestamp":1639113421,"share":"https://www.laohu8.com/m/news/1195107888?lang=&edition=full","pubTime":"2021-12-10 13:17","market":"us","language":"en","title":"3 Things About Sea Limited That Smart Investors Know","url":"https://stock-news.laohu8.com/highlight/detail?id=1195107888","media":"Motley Fool","summary":"Most investors likely know three things about Sea Limited(NYSE:SE): that it owns Shopee, the top e-c","content":"<p>Most investors likely know three things about&nbsp;<b>Sea Limited</b>(NYSE:SE): that it owns Shopee, the top e-commerce player in Southeast Asia and Taiwan; that it owns the mobile game publisher Garena; and that it is deeply unprofitable.</p>\n<p>But this tech company is actually fairly complex, and to better understand its sprawling business, it's worth examining three finer points about it that garner a lot less attention: its dependence on&nbsp;<i>Free Fire;</i>&nbsp;its expansion plans in Latin America; and the growth of its fintech ecosystem.</p>\n<p>1.<i>Free Fire</i>&nbsp;is the wind in Sea's sails</p>\n<p>Four years ago, Garena launched&nbsp;<i>Free Fire</i>, its first self-developed mobile game. The battle royale title, which was optimized for lower-end devices, quickly became one of the most popular mobile games in Southeast Asia and Latin America, and was the most-downloaded mobile game in the world in both 2019 and 2020, according to App Annie.</p>\n<p><i>Free Fire's</i>success significantly boosted Garena's margins, since it wasn't a licensed game like the publisher's earlier titles. As a result, Sea's digital entertainment segment (which houses Garena) started to generate even stronger adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) growth -- a sharp contrast to the company's e-commerce segment, which has been growing more unprofitable.<img src=\"https://static.tigerbbs.com/62a40cb0cfc26f2711593eeadadb17b1\" tg-width=\"794\" tg-height=\"200\" width=\"100%\" height=\"auto\">Therefore, Sea clearly needs&nbsp;<i>Free Fire</i>&nbsp;to keep generating that higher-margin revenue to subsidize the expansion of the Shopee e-commerce platform. That's a hefty burden to place on a 4-year-old mobile game.</p>\n<p>Looking ahead, Garena's top priorities will be to maintain&nbsp;<i>Free Fire's</i>momentum, expand the franchise with new versions (like<i>Free Fire MAX</i>for higher-end devices), and launch more self-developed titles. Failing to achieve any of those goals could cause Sea's adjusted EBITDA to plummet.</p>\n<p>2. Shopee is gaining ground fast in Latin America</p>\n<p>When Shopee expanded into Brazil two years ago, skeptics predicted that it would be crushed by&nbsp;<b>MercadoLibre</b>(NASDAQ:MELI), the&nbsp;800-pound gorilla&nbsp;of Latin American e-commerce. However, Shopee launched aggressive marketing campaigns, offered steep discounts, and expanded into other Latin American markets.</p>\n<p>As a result, Shopee actually overtook MercadoLibre as the most-downloaded shopping app in Latin America earlier this year. By the end of August, Shopee's monthly active users (MAUs) in Latin America had risen 136% year over year to more than 30 million, according to Apptopia. MercadoLibre ended last quarter with 78.7 million unique active users.</p>\n<p>Sea doesn't break out its Latin American results yet, but it's likely still racking up big losses as it expands through MercadoLibre's backyard. Last quarter, Sea said Shopee's adjusted EBITDA loss of $0.41 per order remained unchanged sequentially and year over year across all of its markets -- but narrowed by both metrics in its core Southeast Asia and Taiwan market.</p>\n<p>In other words, Sea needs to continue narrowing Shopee's losses in Southeast Asia and Taiwan -- all while maintaining&nbsp;<i>Free Fire's</i>growth -- to stabilize its adjusted EBITDA as it expands its massive ecosystem.</p>\n<p>3. Sea Limited is evolving into a digital bank</p>\n<p>Shopee isn't Sea's only unprofitable business. Its digital financial services segment, which houses the Sea&nbsp;Money payments platform and other fintech units, is losing money too. This business was also granted a full digital banking license in Singapore last December.</p>\n<p>Sea launched the digital financial services segment in the fourth quarter of 2019, and both the total payment volume and the number of quarterly paying users on its mobile wallet app have skyrocketed in the two years since. Unfortunately, its losses are also widening:<img src=\"https://static.tigerbbs.com/40d393bcaa2441a53a52b8f0e431b310\" tg-width=\"791\" tg-height=\"241\" width=\"100%\" height=\"auto\">Once again, this highlights Sea's overwhelming dependence on&nbsp;<i>Free Fire</i>&nbsp;to do the heavy lifting and support its other, unprofitable businesses.</p>\n<p>A wobbly (but promising) business model</p>\n<p>These three points show us just how unusual Sea's business model is: It's an e-commerce and fintech giant that (for now) relies on the profits from a single mobile game to offset the staggering losses of its other high-growth businesses.</p>\n<p>On the bright side, Sea also raised about $6 billion in fresh capital earlier this year with a big secondary stock and convertible debt offering -- and it ended&nbsp;the third quarter&nbsp;with $11.1 billion in cash and equivalents on the books. Therefore, Sea can afford to keep bleeding red ink for the foreseeable future.</p>\n<p>I believe Sea still has plenty of growth potential, but it will remain a very volatile stock. Potential investors should be well aware of these risks before betting that the stock will generate multibagger gains.</p>\n<p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Things About Sea Limited That Smart Investors Know</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\">\n3 Things About Sea Limited That Smart Investors Know\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-10 13:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/12/09/3-things-about-sea-limited-that-smart-investors-kn/?source=eptyholnk0000202&utm_source=yahoo-host&utm_medium=feed&utm_campaign=article><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Most investors likely know three things about Sea Limited(NYSE:SE): that it owns Shopee, the top e-commerce player in Southeast Asia and Taiwan; that it owns the mobile game publisher Garena; and that...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/09/3-things-about-sea-limited-that-smart-investors-kn/?source=eptyholnk0000202&utm_source=yahoo-host&utm_medium=feed&utm_campaign=article\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"https://www.fool.com/investing/2021/12/09/3-things-about-sea-limited-that-smart-investors-kn/?source=eptyholnk0000202&utm_source=yahoo-host&utm_medium=feed&utm_campaign=article","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195107888","content_text":"Most investors likely know three things about Sea Limited(NYSE:SE): that it owns Shopee, the top e-commerce player in Southeast Asia and Taiwan; that it owns the mobile game publisher Garena; and that it is deeply unprofitable.\nBut this tech company is actually fairly complex, and to better understand its sprawling business, it's worth examining three finer points about it that garner a lot less attention: its dependence on Free Fire; its expansion plans in Latin America; and the growth of its fintech ecosystem.\n1.Free Fire is the wind in Sea's sails\nFour years ago, Garena launched Free Fire, its first self-developed mobile game. The battle royale title, which was optimized for lower-end devices, quickly became one of the most popular mobile games in Southeast Asia and Latin America, and was the most-downloaded mobile game in the world in both 2019 and 2020, according to App Annie.\nFree Fire'ssuccess significantly boosted Garena's margins, since it wasn't a licensed game like the publisher's earlier titles. As a result, Sea's digital entertainment segment (which houses Garena) started to generate even stronger adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) growth -- a sharp contrast to the company's e-commerce segment, which has been growing more unprofitable.Therefore, Sea clearly needs Free Fire to keep generating that higher-margin revenue to subsidize the expansion of the Shopee e-commerce platform. That's a hefty burden to place on a 4-year-old mobile game.\nLooking ahead, Garena's top priorities will be to maintain Free Fire'smomentum, expand the franchise with new versions (likeFree Fire MAXfor higher-end devices), and launch more self-developed titles. Failing to achieve any of those goals could cause Sea's adjusted EBITDA to plummet.\n2. Shopee is gaining ground fast in Latin America\nWhen Shopee expanded into Brazil two years ago, skeptics predicted that it would be crushed by MercadoLibre(NASDAQ:MELI), the 800-pound gorilla of Latin American e-commerce. However, Shopee launched aggressive marketing campaigns, offered steep discounts, and expanded into other Latin American markets.\nAs a result, Shopee actually overtook MercadoLibre as the most-downloaded shopping app in Latin America earlier this year. By the end of August, Shopee's monthly active users (MAUs) in Latin America had risen 136% year over year to more than 30 million, according to Apptopia. MercadoLibre ended last quarter with 78.7 million unique active users.\nSea doesn't break out its Latin American results yet, but it's likely still racking up big losses as it expands through MercadoLibre's backyard. Last quarter, Sea said Shopee's adjusted EBITDA loss of $0.41 per order remained unchanged sequentially and year over year across all of its markets -- but narrowed by both metrics in its core Southeast Asia and Taiwan market.\nIn other words, Sea needs to continue narrowing Shopee's losses in Southeast Asia and Taiwan -- all while maintaining Free Fire'sgrowth -- to stabilize its adjusted EBITDA as it expands its massive ecosystem.\n3. Sea Limited is evolving into a digital bank\nShopee isn't Sea's only unprofitable business. Its digital financial services segment, which houses the Sea Money payments platform and other fintech units, is losing money too. This business was also granted a full digital banking license in Singapore last December.\nSea launched the digital financial services segment in the fourth quarter of 2019, and both the total payment volume and the number of quarterly paying users on its mobile wallet app have skyrocketed in the two years since. Unfortunately, its losses are also widening:Once again, this highlights Sea's overwhelming dependence on Free Fire to do the heavy lifting and support its other, unprofitable businesses.\nA wobbly (but promising) business model\nThese three points show us just how unusual Sea's business model is: It's an e-commerce and fintech giant that (for now) relies on the profits from a single mobile game to offset the staggering losses of its other high-growth businesses.\nOn the bright side, Sea also raised about $6 billion in fresh capital earlier this year with a big secondary stock and convertible debt offering -- and it ended the third quarter with $11.1 billion in cash and equivalents on the books. Therefore, Sea can afford to keep bleeding red ink for the foreseeable future.\nI believe Sea still has plenty of growth potential, but it will remain a very volatile stock. Potential investors should be well aware of these risks before betting that the stock will generate multibagger gains.","news_type":1},"isVote":1,"tweetType":1,"viewCount":370,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":137126017,"gmtCreate":1622331453239,"gmtModify":1634102346598,"author":{"id":"3564307944903490","authorId":"3564307944903490","name":"wallence82","avatar":"https://static.tigerbbs.com/dea005ab03386f13fa25c505b9a3221a","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564307944903490","authorIdStr":"3564307944903490"},"themes":[],"htmlText":"It will rise back","listText":"It will rise back","text":"It will rise back","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/137126017","repostId":"2138765488","repostType":4,"isVote":1,"tweetType":1,"viewCount":322,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":696735096,"gmtCreate":1640765758331,"gmtModify":1640765773730,"author":{"id":"3564307944903490","authorId":"3564307944903490","name":"wallence82","avatar":"https://static.tigerbbs.com/dea005ab03386f13fa25c505b9a3221a","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564307944903490","authorIdStr":"3564307944903490"},"themes":[],"htmlText":"Agree","listText":"Agree","text":"Agree","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/696735096","repostId":"1168845751","repostType":4,"repost":{"id":"1168845751","kind":"news","pubTimestamp":1640765334,"share":"https://www.laohu8.com/m/news/1168845751?lang=&edition=full","pubTime":"2021-12-29 16:08","market":"us","language":"en","title":"Lucid Stock: Down 33% From Its November High, It's Time To Turn Bullish","url":"https://stock-news.laohu8.com/highlight/detail?id=1168845751","media":"Seeking Alpha","summary":"SummaryLucid stock has dropped 33% from its November high.The company recently completed a highly su","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Lucid stock has dropped 33% from its November high.</li><li>The company recently completed a highly successful convertible notes offering, which was fully subscribed.</li><li>We discuss why we think it&#39;s time for EV investors to turn bullish on Lucid stock.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6b06efeb97c339c447478d616e8e4db7\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"/><span>Eugene Gologursky/Getty Images Entertainment</span></p><p>Lucid Group(LCID) stock has fallen 26% since our previous article (Neutral rating) was published as we encouraged investors to be patient. We also discussed our thesis in detail, so readers can refer to it if they need a primer.</p><p>Its stock was battered as it suffered the double whammy of growth stock retracement and the recent SEC scrutiny over its SPAC combination.</p><p>While the stock is still priced at a premium, we believe that it seems more reasonably valued now. Moreover, being priced at a premium has not deterred institutional investors from fully snapping up its convertible notes offering, plus its option.</p><p>Therefore, we believe it&#39;s apt to discuss why we have revised our rating to Buy.</p><p>Why We Are Turning Bullish on LCID Now</p><p>Lucid Group estimates that it will produce 500K vehicles by 2030. However, it has planned for only 20K and 50K units by 2022 and 2023, respectively. Therefore, we believe that LCID&#39;s long-term production forecast is highly speculative at best for now. Nevertheless, readers should be clear that it doesn&#39;t mean that Lucid cannot meet its target. The company has clearly demonstrated the engineering expertise to produce a world-class luxury EV. Having its Air Dream winning the 2022 MotorTrend Car of the Year was just the start of its objective towards the $25K mass-market EV. Being the newly crowned &#34;range king&#34; is certainly no mean feat. It&#39;s a hallmark of world-class engineering talent that we should give sufficient due credit to CEO Peter Rawlinson &amp; Co. It shows the clear supremacy of Lucid&#39;s amazing powertrain efficiency. While its base model Air Pure is priced at a significant premium (from $77.4K), we should expect more iterations moving forward. Rawlinson&#39;s strategy of &#34;moving down the chain&#34; is a well-proven model that Tesla (TSLA) has perfected. While one can argue that Lucid is no Tesla (at least not yet), we also can argue that the strategy can work. Moreover, Lucid&#39;s vertically-integrated stack gives the company the critical advantage to work wonders with its powertrain efficiency. Rawlinson emphasized (edited):</p><blockquote>Lexus did it. Tesla did it. Great brands have started with a high-end product and gradually made that more accessible.<i>Step one of that plan is we use efficiency to create long-range</i>. Then, we can then produce a product like Air Pure. We still need to get the cost of the battery pack and battery cells down through mass industrialization through the economy of scale. Because the battery pack is the most expensive single component in an electric car, it means that we can go for a competitive range — say, at 400 miles in the future — with a smaller pack, which is going to cost us less. In the future, I could buy cells at, say, under $100 a kilowatt-hour, maybe $90. I could then buy the cells for that pack for $2,300. I could build a pack for under $3,000. And then I could have a $25,000 car. That&#39;s the future. (Insider)</blockquote><p>Nevertheless,BloombergNEF estimates that we will observe a slight increase in lithium-ion battery pack cost to $135 in 2022, up from $132 this year. It also will mark the first time we see a nominal increase in battery pack prices in the last ten years due to the spike in raw material costs. Notably, it expects prices to be half of what we observe today by 2030. Hence, we trust that Rawlinson will get that mass-market car out in due course as it ramps production.</p><p><b>Can Lucid Ramp Production Successfully?</b></p><p>Let&#39;s put it this way. We think Lucid still needs to prove its production ramp. Getting to 50K by 2023 will be a good start. It has proven its technology, but it still needs to prove its manufacturing expertise. But, Lucid has got all the ingredients to be successful. It&#39;s riding the green tidal wave of mainstream EV adoption in the US from 2022. The regulatory climate is positive toward EVs. General Motors (GM) and Ford (F) will ramp their EV deliveries from 2022. Rivian (RIVN) is ramping production of their amazing EV trucks. Tesla is estimated to reach a 2M production run rate next year. Some investors believe that more intense competition will crush new upstarts like Lucid, which has not proven their volume production expertise. The concerns are valid. Manufacturing is a different ball game. And we&#39;re not saying that Lucid will not meet production hurdles along the way. Investors should assume that the company will suffer from hiccups and bottlenecks. But, importantly, the competitive landscape is actually conducive for Lucid and not prohibitive. The US EV penetration rate is just under 3%. Furthermore, according to IHS Markit, the US EV share of new car sales is estimated to reach 5% in 2022. The estimates also are in line with Bloomberg NEF&#39;s 5.2% penetration rate. The EV penetration rates in the No. 1 market (China) and the No. 2 market (Europe) are already in double digits. Therefore, the US EV market is really still in its infancy. Yes, there will be competition. But to say that the competition will stifle Lucid, which has proven its automobile technology is not credible, we think. The US EV market is just getting started, and Lucid can certainly ride the secular trend well if it can ramp production successfully.</p><p>Notably, institutional investors are very confident that Lucid can do it. The company emphasized recently that its convertible notes offering, including its option, has been fully subscribed. Therefore, the company has managed to raise $1.99B in net proceeds, which will be used to ramp production, among other uses. It&#39;s important to note that its conversion price of $54.78 per share is 41.7% above its last closing price, which must be converted by December 2026. Therefore, we believe it&#39;s a clear vote of confidence the institutional community has given Lucid. The company was debt free coming into the transaction, with a cash and short-term investments balance of $4.8B. It has given Lucid tremendous financial flexibility to price its offering to benefit shareholders and the company at the same time. Investors should note that &#34;the notes will accrue interest at a rate of 1.25% per annum.&#34; Therefore, it&#39;s a great and affordable offering, we think. CFO Sherry House had also emphasized the company&#39;s rock-solid balance sheet in its recent earnings. It would help the company get the affordable funding it needs to ramp CapEx for production, as she added (edited):</p><blockquote>So, we&#39;re sitting in a terrific place today with $4.8 billion as of September 30, that&#39;s going to get us well through 2022. You&#39;re going to see a large capex increase happening next year. Actually, multiples ofcapexare going to be deployed next year vs. this year. So we&#39;re already doing that acceleration.<i>We do think that there is increasing availability of capital to us today from a lot of different sources</i>. You&#39;ll note that we still haven&#39;t even taken debt on.<i>So we have the opportunity to provide terrific loan to value there if we chose to take on debt</i>. So we&#39;re feeling really good about what we could do, and we feel like we are increasing the company&#39;s ability to deploy capital efficiently and quickly. (Lucid&#39;s FQ3&#39;21 earnings call)</blockquote><p><b>Why Buy LCID Stock at Such a High Premium?</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ba3124f31c4a9080cab2f9604eef1e35\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"/><span>Lucid stock &amp; peers EV/FY23 Revenue comps. Data source: S&amp;P Capital IQ</span></p><p>Lucid stock&#39;s valuation (EV/FY23 Revenue) has dropped significantly from the previous time we covered it. Although still ahead of Tesla stock&#39;s valuation, it has dropped back broadly in line with its pure-play peers. Also, it&#39;s no longer trading at 18x FY23 revenue, as we noted previously. Moreover, readers should note that Lucid has committed to a run rate of just 50K vehicles by 2023. Therefore, even if we consider its FY23 revenue multiple as a basis, it might even understate its medium-term run rate when it successfully ramps.</p><p>Moreover, the &#34;green tidal wave&#34; is expected to lift the momentum of EV stocks in the US market from 2022, given its massive opportunity. Therefore, we think valuations will continue to stay high for the pure-play EV makers, who don&#39;t have to transit their ICE production lines. Valuations like this are &#34;perfect&#34; to issue convertible notes or equity offerings.</p><p>Bank of America also highlighted that an elevated valuation environment creates a flywheel effect on the pure-play makers&#39; stock prices. It helps them to fund growth cheaply. And in turn, it can help drive up the stock price as they realize their production growth. BofA added (edited):</p><blockquote>Capital for EV OEMs is widely available and cheap in current market conditions. Therefore, momentum/support for many of the stocks, especially Tesla and Lucid, will persist. A 10% dilutive equity raise for Lucid, meanwhile, could fund over three incremental plants and more than 750,000 incremental units of capacity, making the company a relatively large global luxury automaker. (Benzinga)</blockquote><p>Hence, we believe Lucid investors should not be worried about its premium valuation. Instead, Lucid has capitalized on its premium valuation with its highly successful notes offering. It proves that the institutional support for Lucid&#39;s business model is very robust, and that&#39;s critical.</p><p>Nevertheless, the company still needs to prove its production ramp capability. However, we think its valuation, coupled with its success in acquiring cheap funding, makes its current price a Buy.</p><p>Therefore, we revise our rating on LCID stock to Buy for speculative investors only.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Lucid Stock: Down 33% From Its November High, It's Time To Turn Bullish</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLucid Stock: Down 33% From Its November High, It's Time To Turn Bullish\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-29 16:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4477067-lucid-stock-down-33-percent-from-its-november-high-its-time-to-turn-bullish><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryLucid stock has dropped 33% from its November high.The company recently completed a highly successful convertible notes offering, which was fully subscribed.We discuss why we think it's time ...</p>\n\n<a href=\"https://seekingalpha.com/article/4477067-lucid-stock-down-33-percent-from-its-november-high-its-time-to-turn-bullish\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LCID":"Lucid Group Inc"},"source_url":"https://seekingalpha.com/article/4477067-lucid-stock-down-33-percent-from-its-november-high-its-time-to-turn-bullish","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168845751","content_text":"SummaryLucid stock has dropped 33% from its November high.The company recently completed a highly successful convertible notes offering, which was fully subscribed.We discuss why we think it's time for EV investors to turn bullish on Lucid stock.Eugene Gologursky/Getty Images EntertainmentLucid Group(LCID) stock has fallen 26% since our previous article (Neutral rating) was published as we encouraged investors to be patient. We also discussed our thesis in detail, so readers can refer to it if they need a primer.Its stock was battered as it suffered the double whammy of growth stock retracement and the recent SEC scrutiny over its SPAC combination.While the stock is still priced at a premium, we believe that it seems more reasonably valued now. Moreover, being priced at a premium has not deterred institutional investors from fully snapping up its convertible notes offering, plus its option.Therefore, we believe it's apt to discuss why we have revised our rating to Buy.Why We Are Turning Bullish on LCID NowLucid Group estimates that it will produce 500K vehicles by 2030. However, it has planned for only 20K and 50K units by 2022 and 2023, respectively. Therefore, we believe that LCID's long-term production forecast is highly speculative at best for now. Nevertheless, readers should be clear that it doesn't mean that Lucid cannot meet its target. The company has clearly demonstrated the engineering expertise to produce a world-class luxury EV. Having its Air Dream winning the 2022 MotorTrend Car of the Year was just the start of its objective towards the $25K mass-market EV. Being the newly crowned \"range king\" is certainly no mean feat. It's a hallmark of world-class engineering talent that we should give sufficient due credit to CEO Peter Rawlinson & Co. It shows the clear supremacy of Lucid's amazing powertrain efficiency. While its base model Air Pure is priced at a significant premium (from $77.4K), we should expect more iterations moving forward. Rawlinson's strategy of \"moving down the chain\" is a well-proven model that Tesla (TSLA) has perfected. While one can argue that Lucid is no Tesla (at least not yet), we also can argue that the strategy can work. Moreover, Lucid's vertically-integrated stack gives the company the critical advantage to work wonders with its powertrain efficiency. Rawlinson emphasized (edited):Lexus did it. Tesla did it. Great brands have started with a high-end product and gradually made that more accessible.Step one of that plan is we use efficiency to create long-range. Then, we can then produce a product like Air Pure. We still need to get the cost of the battery pack and battery cells down through mass industrialization through the economy of scale. Because the battery pack is the most expensive single component in an electric car, it means that we can go for a competitive range — say, at 400 miles in the future — with a smaller pack, which is going to cost us less. In the future, I could buy cells at, say, under $100 a kilowatt-hour, maybe $90. I could then buy the cells for that pack for $2,300. I could build a pack for under $3,000. And then I could have a $25,000 car. That's the future. (Insider)Nevertheless,BloombergNEF estimates that we will observe a slight increase in lithium-ion battery pack cost to $135 in 2022, up from $132 this year. It also will mark the first time we see a nominal increase in battery pack prices in the last ten years due to the spike in raw material costs. Notably, it expects prices to be half of what we observe today by 2030. Hence, we trust that Rawlinson will get that mass-market car out in due course as it ramps production.Can Lucid Ramp Production Successfully?Let's put it this way. We think Lucid still needs to prove its production ramp. Getting to 50K by 2023 will be a good start. It has proven its technology, but it still needs to prove its manufacturing expertise. But, Lucid has got all the ingredients to be successful. It's riding the green tidal wave of mainstream EV adoption in the US from 2022. The regulatory climate is positive toward EVs. General Motors (GM) and Ford (F) will ramp their EV deliveries from 2022. Rivian (RIVN) is ramping production of their amazing EV trucks. Tesla is estimated to reach a 2M production run rate next year. Some investors believe that more intense competition will crush new upstarts like Lucid, which has not proven their volume production expertise. The concerns are valid. Manufacturing is a different ball game. And we're not saying that Lucid will not meet production hurdles along the way. Investors should assume that the company will suffer from hiccups and bottlenecks. But, importantly, the competitive landscape is actually conducive for Lucid and not prohibitive. The US EV penetration rate is just under 3%. Furthermore, according to IHS Markit, the US EV share of new car sales is estimated to reach 5% in 2022. The estimates also are in line with Bloomberg NEF's 5.2% penetration rate. The EV penetration rates in the No. 1 market (China) and the No. 2 market (Europe) are already in double digits. Therefore, the US EV market is really still in its infancy. Yes, there will be competition. But to say that the competition will stifle Lucid, which has proven its automobile technology is not credible, we think. The US EV market is just getting started, and Lucid can certainly ride the secular trend well if it can ramp production successfully.Notably, institutional investors are very confident that Lucid can do it. The company emphasized recently that its convertible notes offering, including its option, has been fully subscribed. Therefore, the company has managed to raise $1.99B in net proceeds, which will be used to ramp production, among other uses. It's important to note that its conversion price of $54.78 per share is 41.7% above its last closing price, which must be converted by December 2026. Therefore, we believe it's a clear vote of confidence the institutional community has given Lucid. The company was debt free coming into the transaction, with a cash and short-term investments balance of $4.8B. It has given Lucid tremendous financial flexibility to price its offering to benefit shareholders and the company at the same time. Investors should note that \"the notes will accrue interest at a rate of 1.25% per annum.\" Therefore, it's a great and affordable offering, we think. CFO Sherry House had also emphasized the company's rock-solid balance sheet in its recent earnings. It would help the company get the affordable funding it needs to ramp CapEx for production, as she added (edited):So, we're sitting in a terrific place today with $4.8 billion as of September 30, that's going to get us well through 2022. You're going to see a large capex increase happening next year. Actually, multiples ofcapexare going to be deployed next year vs. this year. So we're already doing that acceleration.We do think that there is increasing availability of capital to us today from a lot of different sources. You'll note that we still haven't even taken debt on.So we have the opportunity to provide terrific loan to value there if we chose to take on debt. So we're feeling really good about what we could do, and we feel like we are increasing the company's ability to deploy capital efficiently and quickly. (Lucid's FQ3'21 earnings call)Why Buy LCID Stock at Such a High Premium?Lucid stock & peers EV/FY23 Revenue comps. Data source: S&P Capital IQLucid stock's valuation (EV/FY23 Revenue) has dropped significantly from the previous time we covered it. Although still ahead of Tesla stock's valuation, it has dropped back broadly in line with its pure-play peers. Also, it's no longer trading at 18x FY23 revenue, as we noted previously. Moreover, readers should note that Lucid has committed to a run rate of just 50K vehicles by 2023. Therefore, even if we consider its FY23 revenue multiple as a basis, it might even understate its medium-term run rate when it successfully ramps.Moreover, the \"green tidal wave\" is expected to lift the momentum of EV stocks in the US market from 2022, given its massive opportunity. Therefore, we think valuations will continue to stay high for the pure-play EV makers, who don't have to transit their ICE production lines. Valuations like this are \"perfect\" to issue convertible notes or equity offerings.Bank of America also highlighted that an elevated valuation environment creates a flywheel effect on the pure-play makers' stock prices. It helps them to fund growth cheaply. And in turn, it can help drive up the stock price as they realize their production growth. BofA added (edited):Capital for EV OEMs is widely available and cheap in current market conditions. Therefore, momentum/support for many of the stocks, especially Tesla and Lucid, will persist. A 10% dilutive equity raise for Lucid, meanwhile, could fund over three incremental plants and more than 750,000 incremental units of capacity, making the company a relatively large global luxury automaker. (Benzinga)Hence, we believe Lucid investors should not be worried about its premium valuation. Instead, Lucid has capitalized on its premium valuation with its highly successful notes offering. It proves that the institutional support for Lucid's business model is very robust, and that's critical.Nevertheless, the company still needs to prove its production ramp capability. However, we think its valuation, coupled with its success in acquiring cheap funding, makes its current price a Buy.Therefore, we revise our rating on LCID stock to Buy for speculative investors only.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1210,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696024349,"gmtCreate":1640580058229,"gmtModify":1640580058443,"author":{"id":"3564307944903490","authorId":"3564307944903490","name":"wallence82","avatar":"https://static.tigerbbs.com/dea005ab03386f13fa25c505b9a3221a","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564307944903490","authorIdStr":"3564307944903490"},"themes":[],"htmlText":"Time for Tesla to the moon","listText":"Time for Tesla to the moon","text":"Time for Tesla to the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/696024349","repostId":"1138768744","repostType":2,"repost":{"id":"1138768744","kind":"news","pubTimestamp":1640576008,"share":"https://www.laohu8.com/m/news/1138768744?lang=&edition=full","pubTime":"2021-12-27 11:33","market":"us","language":"en","title":"The next Tesla is proving hard to find","url":"https://stock-news.laohu8.com/highlight/detail?id=1138768744","media":"CNN Business","summary":"New York Finding the next Tesla among electric vehicle stocks is proving to be difficult.A number of upstart electric vehicle makers' stock prices soared in recent years, as investors looked for the next company to shake up the car market. But all have struggled recently -- as has Tesla  itself.Rivian was briefly the third-most-valuable automaker on the planet, behind only Tesla and Toyota, despite having yet to report any sales when it went public. When it finally reported its first sales on De","content":"<p>New York (CNN Business)Finding the next Tesla among electric vehicle stocks is proving to be difficult.</p>\n<p>A number of upstart electric vehicle makers' stock prices soared in recent years, as investors looked for the next company to shake up the car market. But all have struggled recently -- as has Tesla (TSLA) itself.</p>\n<p>Lucid, which started trading on the Nasdaq in July after a SPAC deal, had its share of good news: Its first car, the Lucid Air, won MotorTrend Car of the Year honors and was certified as having a range of 520 miles on a single charge, the longest of any EV. But company has also disclosed it faces subpoenas from the Securities and Exchange Commission about some of its claims and the SPAC deal, and shares are down from a November 16 peak.</p>\n<p>Electric truck maker Rivian had a huge hit with its November IPO, and it also won MotorTrend Truck of the Year honors. Rivian won the race to be the first all-electric pickup to reach market. Shares shot up 29% from the IPO price on its first day of trading, and gained another 71% over the next week.</p>\n<p>Rivian was briefly the third-most-valuable automaker on the planet, behind only Tesla and Toyota, despite having yet to report any sales when it went public. When it finally reported its first sales on December 16 they fell short of expectations, and the company cited the same chip and parts shortages dogging the rest of the auto industry. Shares closed Thursday down 44% from that pre-report high, and the sales report proved to be a headwind for Lucid shares as well.</p>\n<p>Even Tesla, which earlier this year became only the sixth company to reach a $1 trillion market value, has encountered recent troubles. Shares sank as much as 27% from an all-time high set on November 4 through Tuesday -- before a late-week rally lifted it back above the $1 trillion mark. Still, it is trading 13% below its all-time peak.</p>\n<p>Part of the recent problem for EV stocks is the apparent demise of the Biden administration's Build Back Better bill, which had a number of goodies for the EV industry, including enhanced tax credits for buyers that would have allowed automakers to charge more for the vehicles. Build Back Better also includes money for a network of rapid charging stations, which would have answered potential EV buyers' concerns about running out of juice while on the road.</p>\n<p>\"That was a gut punch to the EV bulls,\" said Dan Ives, tech analyst for Wedbush Securities. \"For incremental demand in 2022 and beyond, the EVs tax credits is a 15% swing factor in demand.\"</p>\n<p>But much of the decline in EV stocks took place before Sen. Joe Manchin said last week he couldn't support the legislation, throwing its future in severe doubt.</p>\n<p>Much of the dip is due to continued announcements from established automakers such as Volkswagen, Toyota, Ford and GM about additional investment plans in EVs. The concern is that even if consumer preferences and tougher environment rules are about to create a massive shift from gasoline-powered vehicles to electrics, stand-alone EV companies won't necessarily win the battle.</p>\n<p>\"There are going to be losers in the battle for EV market share,\" said Ives. \"Rivian coming out of gate with a delivery short fall, that couldn't have come at a worst time. It's a dark cloud on the pure play EV makers. And investors have a lot less patience with any execution missteps.\"</p>\n<p>Tesla has grown to the point where it is profitable and large enough to grow even in the face of increased competition from the established automakers. It projects sales growth of 50% or better this year and beyond. And the stock has mostly bucked the declines in the sector, rising 51% so far this year.</p>\n<p>Although that is only a fraction of the 743% gain Tesla stock achieved in 2020, it's better than most of the established automakers other than Ford, whose shares are up 131% this year after posting significant gains in its own EV efforts.</p>\n<p>The two most troubled EV stocks -- Nikola and Lordstown Motors -- lost 27% and 80% of their value, respectively, through Thursday's close, although Nikola's stock surged 18% Thursday after announcing it had finally made its first truck delivery.</p>\n<p>But earlier in the week, Nikola agreed to pay a $125 million fine to settle charges Trevor Milton, its founder and former CEO, deceived investors. Milton was forced to resign in September 2020 after questions about company's claims first surfaced. He now faces federal criminal charges.</p>\n<p>The founder and CEO of Lordstown was also forced to resign, and the company has expressed doubts that it can remain in business.</p>\n<p>The trouble those companies had living up to their early promises means companies like Lucid and Rivian will have to do more to prove themselves before they will be fully embraced by investors, Ives said.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The next Tesla is proving hard to find</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe next Tesla is proving hard to find\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-27 11:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://edition.cnn.com/2021/12/26/investing/tesla-ev-stocks/index.html><strong>CNN Business</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>New York (CNN Business)Finding the next Tesla among electric vehicle stocks is proving to be difficult.\nA number of upstart electric vehicle makers' stock prices soared in recent years, as investors ...</p>\n\n<a href=\"https://edition.cnn.com/2021/12/26/investing/tesla-ev-stocks/index.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RIVN":"Rivian Automotive, Inc.","LCID":"Lucid Group Inc","TSLA":"特斯拉"},"source_url":"https://edition.cnn.com/2021/12/26/investing/tesla-ev-stocks/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138768744","content_text":"New York (CNN Business)Finding the next Tesla among electric vehicle stocks is proving to be difficult.\nA number of upstart electric vehicle makers' stock prices soared in recent years, as investors looked for the next company to shake up the car market. But all have struggled recently -- as has Tesla (TSLA) itself.\nLucid, which started trading on the Nasdaq in July after a SPAC deal, had its share of good news: Its first car, the Lucid Air, won MotorTrend Car of the Year honors and was certified as having a range of 520 miles on a single charge, the longest of any EV. But company has also disclosed it faces subpoenas from the Securities and Exchange Commission about some of its claims and the SPAC deal, and shares are down from a November 16 peak.\nElectric truck maker Rivian had a huge hit with its November IPO, and it also won MotorTrend Truck of the Year honors. Rivian won the race to be the first all-electric pickup to reach market. Shares shot up 29% from the IPO price on its first day of trading, and gained another 71% over the next week.\nRivian was briefly the third-most-valuable automaker on the planet, behind only Tesla and Toyota, despite having yet to report any sales when it went public. When it finally reported its first sales on December 16 they fell short of expectations, and the company cited the same chip and parts shortages dogging the rest of the auto industry. Shares closed Thursday down 44% from that pre-report high, and the sales report proved to be a headwind for Lucid shares as well.\nEven Tesla, which earlier this year became only the sixth company to reach a $1 trillion market value, has encountered recent troubles. Shares sank as much as 27% from an all-time high set on November 4 through Tuesday -- before a late-week rally lifted it back above the $1 trillion mark. Still, it is trading 13% below its all-time peak.\nPart of the recent problem for EV stocks is the apparent demise of the Biden administration's Build Back Better bill, which had a number of goodies for the EV industry, including enhanced tax credits for buyers that would have allowed automakers to charge more for the vehicles. Build Back Better also includes money for a network of rapid charging stations, which would have answered potential EV buyers' concerns about running out of juice while on the road.\n\"That was a gut punch to the EV bulls,\" said Dan Ives, tech analyst for Wedbush Securities. \"For incremental demand in 2022 and beyond, the EVs tax credits is a 15% swing factor in demand.\"\nBut much of the decline in EV stocks took place before Sen. Joe Manchin said last week he couldn't support the legislation, throwing its future in severe doubt.\nMuch of the dip is due to continued announcements from established automakers such as Volkswagen, Toyota, Ford and GM about additional investment plans in EVs. The concern is that even if consumer preferences and tougher environment rules are about to create a massive shift from gasoline-powered vehicles to electrics, stand-alone EV companies won't necessarily win the battle.\n\"There are going to be losers in the battle for EV market share,\" said Ives. \"Rivian coming out of gate with a delivery short fall, that couldn't have come at a worst time. It's a dark cloud on the pure play EV makers. And investors have a lot less patience with any execution missteps.\"\nTesla has grown to the point where it is profitable and large enough to grow even in the face of increased competition from the established automakers. It projects sales growth of 50% or better this year and beyond. And the stock has mostly bucked the declines in the sector, rising 51% so far this year.\nAlthough that is only a fraction of the 743% gain Tesla stock achieved in 2020, it's better than most of the established automakers other than Ford, whose shares are up 131% this year after posting significant gains in its own EV efforts.\nThe two most troubled EV stocks -- Nikola and Lordstown Motors -- lost 27% and 80% of their value, respectively, through Thursday's close, although Nikola's stock surged 18% Thursday after announcing it had finally made its first truck delivery.\nBut earlier in the week, Nikola agreed to pay a $125 million fine to settle charges Trevor Milton, its founder and former CEO, deceived investors. Milton was forced to resign in September 2020 after questions about company's claims first surfaced. He now faces federal criminal charges.\nThe founder and CEO of Lordstown was also forced to resign, and the company has expressed doubts that it can remain in business.\nThe trouble those companies had living up to their early promises means companies like Lucid and Rivian will have to do more to prove themselves before they will be fully embraced by investors, Ives said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1431,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":862534342,"gmtCreate":1632888963194,"gmtModify":1632888963411,"author":{"id":"3564307944903490","authorId":"3564307944903490","name":"wallence82","avatar":"https://static.tigerbbs.com/dea005ab03386f13fa25c505b9a3221a","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564307944903490","authorIdStr":"3564307944903490"},"themes":[],"htmlText":"She sell we buy","listText":"She sell we buy","text":"She sell we buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/862534342","repostId":"1157077918","repostType":2,"repost":{"id":"1157077918","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1632887649,"share":"https://www.laohu8.com/m/news/1157077918?lang=&edition=full","pubTime":"2021-09-29 11:54","market":"us","language":"en","title":"Cathie Wood Sells Another $265M In Tesla On Tuesday — These Are Other Key Trades","url":"https://stock-news.laohu8.com/highlight/detail?id=1157077918","media":"Benzinga","summary":"Cathie Wood-led Ark Invest on Tuesday further sold shares to book profit in Tesla Inc TSLA-1.74%, it","content":"<p><b>Cathie Wood</b>-led Ark Invest on Tuesday further sold shares to book profit&nbsp;in&nbsp;<b>Tesla Inc</b>&nbsp;TSLA-1.74%, its largest single-day sell&nbsp;so far this month&nbsp;in the electric vehicle maker company’s stock.</p>\n<p>The popular money manager sold 340,618 shares — estimated to be worth $264.85 million — in the Palo Alto, California-based company.</p>\n<p>Tesla stock closed 1.74% lower at $777.56 on Tuesday. The company's stock has jumped 5.6% so far this month and the year-to-date gains are about 6.55%.</p>\n<p>The popular investment management firm deployed the&nbsp;<b>Ark Autonomous Technology &amp; RoboticsETF</b>&nbsp;ARKW, the&nbsp;<b>Ark Next Generation Internet ETF</b>&nbsp;ARKW-4.08%&nbsp;and the<b>ArkInnovationETF</b>&nbsp;ARKK-4.16%&nbsp;to sell shares in Tesla.</p>\n<p>The hedge fund is known to be bullish on Tesla and the electric vehicle company remains its largest stock holding. Ark predicts Tesla will hit the$3,000 mark at the end of 2025.</p>\n<p>Including the latest sale, the <a href=\"https://laohu8.com/S/NWY\">New York</a>-based money managing firm has sold about $594 million worth of shares&nbsp;so far in September in the<b>Elon Musk</b>-led company.</p>\n<p>Ark held a total of about 4 million shares — worth $3.17 billion — in the electric vehicle company, ahead of Tuesday’s trades.</p>\n<p><b>Here are some of the other key trades for Ark on Tuesday:</b></p>\n<ul>\n <li>Sold 68,883 shares — estimated to be worth $5.12 million — in&nbsp;<b><a href=\"https://laohu8.com/S/SNAP\">Snap Inc</a></b>&nbsp;SNAP-7.09%, on the day shares of the company closed 7.07% lower at $74.42 a share.</li>\n <li>Sold 1,994 shares — estimated to be worth $5.4 million — in&nbsp;<b><a href=\"https://laohu8.com/S/GOOG\">Alphabet</a> Inc</b>&nbsp;GOOG-3.76%<a href=\"https://www.benzinga.com/profile/portfolio/?add_ticker=GOOG\" target=\"_blank\">+ Free Alerts</a>GOOG<a href=\"https://laohu8.com/S/LLL\">L-3</a>.72%<a href=\"https://www.benzinga.com/profile/portfolio/?add_ticker=GOOGL\" target=\"_blank\">+ Free Alerts</a>. Shares of the company closed 3.76% lower at $2,723.68 on Tuesday.</li>\n <li>Snapped 184,199 shares — estimated to be worth $42.33 million — in&nbsp;<b>Coinbase Global Inc</b>&nbsp;COIN-1.03%, on the day shares closed 1.03% lower at $229.84.</li>\n <li>Bought 205,707 shares — estimated to be worth $49.9 million — in&nbsp;<b><a href=\"https://laohu8.com/S/SQ\">Square</a> Inc</b>&nbsp;SQ-5.96%, on the day shares of the<b>Jack Dorsey</b>-led company closed about&nbsp; 6% lower at $242.70.</li>\n</ul>\n<p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Cathie Wood Sells Another $265M In Tesla On Tuesday — These Are Other Key Trades</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\">\nCathie Wood Sells Another $265M In Tesla On Tuesday — These Are Other Key Trades\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-09-29 11:54</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p><b>Cathie Wood</b>-led Ark Invest on Tuesday further sold shares to book profit&nbsp;in&nbsp;<b>Tesla Inc</b>&nbsp;TSLA-1.74%, its largest single-day sell&nbsp;so far this month&nbsp;in the electric vehicle maker company’s stock.</p>\n<p>The popular money manager sold 340,618 shares — estimated to be worth $264.85 million — in the Palo Alto, California-based company.</p>\n<p>Tesla stock closed 1.74% lower at $777.56 on Tuesday. The company's stock has jumped 5.6% so far this month and the year-to-date gains are about 6.55%.</p>\n<p>The popular investment management firm deployed the&nbsp;<b>Ark Autonomous Technology &amp; RoboticsETF</b>&nbsp;ARKW, the&nbsp;<b>Ark Next Generation Internet ETF</b>&nbsp;ARKW-4.08%&nbsp;and the<b>ArkInnovationETF</b>&nbsp;ARKK-4.16%&nbsp;to sell shares in Tesla.</p>\n<p>The hedge fund is known to be bullish on Tesla and the electric vehicle company remains its largest stock holding. Ark predicts Tesla will hit the$3,000 mark at the end of 2025.</p>\n<p>Including the latest sale, the <a href=\"https://laohu8.com/S/NWY\">New York</a>-based money managing firm has sold about $594 million worth of shares&nbsp;so far in September in the<b>Elon Musk</b>-led company.</p>\n<p>Ark held a total of about 4 million shares — worth $3.17 billion — in the electric vehicle company, ahead of Tuesday’s trades.</p>\n<p><b>Here are some of the other key trades for Ark on Tuesday:</b></p>\n<ul>\n <li>Sold 68,883 shares — estimated to be worth $5.12 million — in&nbsp;<b><a href=\"https://laohu8.com/S/SNAP\">Snap Inc</a></b>&nbsp;SNAP-7.09%, on the day shares of the company closed 7.07% lower at $74.42 a share.</li>\n <li>Sold 1,994 shares — estimated to be worth $5.4 million — in&nbsp;<b><a href=\"https://laohu8.com/S/GOOG\">Alphabet</a> Inc</b>&nbsp;GOOG-3.76%<a href=\"https://www.benzinga.com/profile/portfolio/?add_ticker=GOOG\" target=\"_blank\">+ Free Alerts</a>GOOG<a href=\"https://laohu8.com/S/LLL\">L-3</a>.72%<a href=\"https://www.benzinga.com/profile/portfolio/?add_ticker=GOOGL\" target=\"_blank\">+ Free Alerts</a>. Shares of the company closed 3.76% lower at $2,723.68 on Tuesday.</li>\n <li>Snapped 184,199 shares — estimated to be worth $42.33 million — in&nbsp;<b>Coinbase Global Inc</b>&nbsp;COIN-1.03%, on the day shares closed 1.03% lower at $229.84.</li>\n <li>Bought 205,707 shares — estimated to be worth $49.9 million — in&nbsp;<b><a href=\"https://laohu8.com/S/SQ\">Square</a> Inc</b>&nbsp;SQ-5.96%, on the day shares of the<b>Jack Dorsey</b>-led company closed about&nbsp; 6% lower at $242.70.</li>\n</ul>\n<p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157077918","content_text":"Cathie Wood-led Ark Invest on Tuesday further sold shares to book profit in Tesla Inc TSLA-1.74%, its largest single-day sell so far this month in the electric vehicle maker company’s stock.\nThe popular money manager sold 340,618 shares — estimated to be worth $264.85 million — in the Palo Alto, California-based company.\nTesla stock closed 1.74% lower at $777.56 on Tuesday. The company's stock has jumped 5.6% so far this month and the year-to-date gains are about 6.55%.\nThe popular investment management firm deployed the Ark Autonomous Technology & RoboticsETF ARKW, the Ark Next Generation Internet ETF ARKW-4.08% and theArkInnovationETF ARKK-4.16% to sell shares in Tesla.\nThe hedge fund is known to be bullish on Tesla and the electric vehicle company remains its largest stock holding. Ark predicts Tesla will hit the$3,000 mark at the end of 2025.\nIncluding the latest sale, the New York-based money managing firm has sold about $594 million worth of shares so far in September in theElon Musk-led company.\nArk held a total of about 4 million shares — worth $3.17 billion — in the electric vehicle company, ahead of Tuesday’s trades.\nHere are some of the other key trades for Ark on Tuesday:\n\nSold 68,883 shares — estimated to be worth $5.12 million — in Snap Inc SNAP-7.09%, on the day shares of the company closed 7.07% lower at $74.42 a share.\nSold 1,994 shares — estimated to be worth $5.4 million — in Alphabet Inc GOOG-3.76%+ Free AlertsGOOGL-3.72%+ Free Alerts. Shares of the company closed 3.76% lower at $2,723.68 on Tuesday.\nSnapped 184,199 shares — estimated to be worth $42.33 million — in Coinbase Global Inc COIN-1.03%, on the day shares closed 1.03% lower at $229.84.\nBought 205,707 shares — estimated to be worth $49.9 million — in Square Inc SQ-5.96%, on the day shares of theJack Dorsey-led company closed about  6% lower at $242.70.","news_type":1},"isVote":1,"tweetType":1,"viewCount":317,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":837523325,"gmtCreate":1629900537967,"gmtModify":1631890308956,"author":{"id":"3564307944903490","authorId":"3564307944903490","name":"wallence82","avatar":"https://static.tigerbbs.com/dea005ab03386f13fa25c505b9a3221a","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564307944903490","authorIdStr":"3564307944903490"},"themes":[],"htmlText":"Buy Moderna","listText":"Buy Moderna","text":"Buy Moderna","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/837523325","repostId":"2162051949","repostType":2,"isVote":1,"tweetType":1,"viewCount":122,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":121441470,"gmtCreate":1624490776790,"gmtModify":1634005487991,"author":{"id":"3564307944903490","authorId":"3564307944903490","name":"wallence82","avatar":"https://static.tigerbbs.com/dea005ab03386f13fa25c505b9a3221a","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564307944903490","authorIdStr":"3564307944903490"},"themes":[],"htmlText":"Do continue to support growth stocks.&nbsp;","listText":"Do continue to support growth stocks.&nbsp;","text":"Do continue to support growth stocks.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/121441470","repostId":"2145156570","repostType":4,"isVote":1,"tweetType":1,"viewCount":222,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":690306342,"gmtCreate":1639628278414,"gmtModify":1639628278601,"author":{"id":"3564307944903490","authorId":"3564307944903490","name":"wallence82","avatar":"https://static.tigerbbs.com/dea005ab03386f13fa25c505b9a3221a","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564307944903490","authorIdStr":"3564307944903490"},"themes":[],"htmlText":"Apple is. Good company to invest. Ignore all the noise and just DCA","listText":"Apple is. Good company to invest. Ignore all the noise and just DCA","text":"Apple is. Good company to invest. Ignore all the noise and just DCA","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/690306342","repostId":"1156000862","repostType":4,"repost":{"id":"1156000862","kind":"news","pubTimestamp":1639622579,"share":"https://www.laohu8.com/m/news/1156000862?lang=&edition=full","pubTime":"2021-12-16 10:42","market":"us","language":"en","title":"Why Apple Stock Rallied","url":"https://stock-news.laohu8.com/highlight/detail?id=1156000862","media":"Motley Fool","summary":"What happened\nShares of Apple(NASDAQ:AAPL)climbed nearly 3% on Wednesday, following the Federal Rese","content":"<p><b>What happened</b></p>\n<p>Shares of&nbsp;<b>Apple</b>(NASDAQ:AAPL)climbed nearly 3% on Wednesday, following the Federal Reserve's statement.</p>\n<p><b>So what</b></p>\n<p>The Federal Reserve plans to taper its asset purchases at a faster rate to combat rising&nbsp;inflation. The announcement came after wholesale prices surged a record 9.6% in November.</p>\n<p>This tapering positions the Federal Reserve to begin raising interest rates next year. Members of the Federal Open Market Committee forecast three rate hikes in 2022.</p>\n<p>While a reduction in stimulus measures and the prospect of rate hikes are not normally bullish indicators for stocks, the announcements were largely in line with the market's expectations. Investors appeared to breathe a sigh of relief that the Federal Reserve wasn't planning more aggressive action to battle inflation, and the major stock indexes surged.</p>\n<p><b>Now what</b></p>\n<p>The news allowed investors to shift their attention away from macroeconomic factors and refocus on Apple's core business fundamentals and growth prospects -- two areas where the tech titan shines.</p>\n<p>A 5G upgrade cycle is fueling iPhone sales, while rave reviews of Apple's high-performance M1 chip are boosting sales of Macs and iPads. Together, these trends are likely to drive the tech giant's already huge profits even higher.</p>\n<p>Additionally, analysts are intrigued by Apple's virtual and augmented reality initiatives, as well as its secretive self-driving car project. Their excitement is palpable, and several analysts have recently raised their price forecasts for Apple's stock due in part to the potential of these new products.</p>\n<p>With today's Fed statement and subsequent market rally seemingly signaling that it's ok to buy great growth stocks once again, many investors decided to purchase shares of Apple, and its stock price rose in kind.</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>Why Apple Stock Rallied</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\">\nWhy Apple Stock Rallied\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-16 10:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/12/15/why-apple-stock-rallied-today/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>What happened\nShares of Apple(NASDAQ:AAPL)climbed nearly 3% on Wednesday, following the Federal Reserve's statement.\nSo what\nThe Federal Reserve plans to taper its asset purchases at a faster rate to ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/15/why-apple-stock-rallied-today/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.fool.com/investing/2021/12/15/why-apple-stock-rallied-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156000862","content_text":"What happened\nShares of Apple(NASDAQ:AAPL)climbed nearly 3% on Wednesday, following the Federal Reserve's statement.\nSo what\nThe Federal Reserve plans to taper its asset purchases at a faster rate to combat rising inflation. The announcement came after wholesale prices surged a record 9.6% in November.\nThis tapering positions the Federal Reserve to begin raising interest rates next year. Members of the Federal Open Market Committee forecast three rate hikes in 2022.\nWhile a reduction in stimulus measures and the prospect of rate hikes are not normally bullish indicators for stocks, the announcements were largely in line with the market's expectations. Investors appeared to breathe a sigh of relief that the Federal Reserve wasn't planning more aggressive action to battle inflation, and the major stock indexes surged.\nNow what\nThe news allowed investors to shift their attention away from macroeconomic factors and refocus on Apple's core business fundamentals and growth prospects -- two areas where the tech titan shines.\nA 5G upgrade cycle is fueling iPhone sales, while rave reviews of Apple's high-performance M1 chip are boosting sales of Macs and iPads. Together, these trends are likely to drive the tech giant's already huge profits even higher.\nAdditionally, analysts are intrigued by Apple's virtual and augmented reality initiatives, as well as its secretive self-driving car project. Their excitement is palpable, and several analysts have recently raised their price forecasts for Apple's stock due in part to the potential of these new products.\nWith today's Fed statement and subsequent market rally seemingly signaling that it's ok to buy great growth stocks once again, many investors decided to purchase shares of Apple, and its stock price rose in kind.","news_type":1},"isVote":1,"tweetType":1,"viewCount":571,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":856691319,"gmtCreate":1635171938063,"gmtModify":1635171943851,"author":{"id":"3564307944903490","authorId":"3564307944903490","name":"wallence82","avatar":"https://static.tigerbbs.com/dea005ab03386f13fa25c505b9a3221a","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564307944903490","authorIdStr":"3564307944903490"},"themes":[],"htmlText":"This is a huge deal. Buy buy Tesla.&nbsp;","listText":"This is a huge deal. Buy buy Tesla.&nbsp;","text":"This is a huge deal. Buy buy Tesla.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/856691319","repostId":"1112151752","repostType":2,"repost":{"id":"1112151752","kind":"news","pubTimestamp":1635171619,"share":"https://www.laohu8.com/m/news/1112151752?lang=&edition=full","pubTime":"2021-10-25 22:20","market":"us","language":"en","title":"Tesla drives toward $1 trillion club on record Hertz order","url":"https://stock-news.laohu8.com/highlight/detail?id=1112151752","media":"Reuters","summary":"(Reuters) -Tesla Inc on Monday neared $1 trillion in market capitalization as the company founded by","content":"<p>(Reuters) -Tesla Inc on Monday neared $1 trillion in market capitalization as the company founded by Elon Musk received its biggest-ever order from Hertz, which announced plans to buy 100,000 electric rental cars.</p>\n<p>Tesla shares opened up 4.5% at $950.53, a new record high, following the order. Shares were also buoyed by news of the company’s Model 3 becoming the first electric vehicle to top monthly sales of new cars in Europe.</p>\n<p>The news from Hertz comes as Tesla is coping with a backlog of unfulfilled orders for its vehicles and continuing supply chain disruptions, but it does solidify the mainstream appeal of electric cars.</p>\n<p>Interim Hertz Chief Executive Mark Fields in an interview told Reuters the order, delivered by the end of 2022, will primarily be Model 3 vehicles. Tesla vehicles will start being available at Hertz rental facilities in November.</p>\n<p>“We absolutely believe that this is going to be competitive advantage for us,” Fields said of the Tesla order. “We want to be a leader in mobility... Getting customers experience with electrified vehicles is an absolute priority for us.”</p>\n<p>Hertz has around 430,000 to 450,000 vehicles worldwide, Fields said. He said Hertz would work with other automakers producing electric vehicles.</p>\n<p>Tesla would have to top $995.75 to become a company worth a trillion dollars, according to Reuters calculations based on its latest filing. The world’s most valuable carmaker will join an elite club that includes Apple Inc, Amazon.com Inc, Microsoft Corp and Alphabet Inc</p>\n<p>The world's most valuable automaker delivered a recordhere241,300 electric cars globally in the third quarter, even as it warned that supply chain headwinds&nbsp;here&nbsp;would pressure margins.</p>\n<p>Tesla’s cheapest Model 3 sedan starts at about $44,000, making this order worth about $4.4 billion, if the entire order were for its mass-market sedan.</p>\n<p>Fields declined to say how much Hertz was paying for the order. Tesla was not immediately available for comment.</p>\n<p>With the current order, Hertz said EVs will make up more than 20% of its global fleet.</p>\n<p>“It (the order) puts an exclamation point under guidance for 50%+ growth in deliveries,” Roth Capital analyst Craig Irwin said. “Another solid piece of evidence EVs are going mainstream.”</p>\n<p>The car rental firm also said it was installing thousands of chargers throughout its network. Customers who rent a Tesla Model 3 will have access to 3,000 Tesla supercharging stations throughout the United States and Europe.</p>\n<p>“Electric vehicles are now mainstream, and we’ve only just begun to see rising global demand and interest,” said Hertz interim Chief Executive Officer Mark Fields.</p>\n<p>U.S. President Joe Biden has made it a priority to support the rollout of electric vehicles to combat climate change, but a lack of charging network infrastructure could remain a key hurdle to his ambitious plan.</p>\n<p>Analysts at Morgan Stanley bumped their price target on Tesla by 33% as the brokerage expects the electric carmaker to keep posting higher volumes, reaching more than 8 million deliveries in 2030.</p>\n<p>A Cox Automotive study said Americans are hesitant to buy EVs due to anxieties about the ranges of the vehicles and high price tags, as well as weak charging infrastructure.</p>\n<p>Bloomberg News was first to report about the order.</p>\n<p>Hertz had filed for bankruptcy protection last year as travel demand sank during the height of the pandemic and talks with creditors failed to provide relief.</p>\n<p>It was rescued by a group of investors including Knighthead Capital Management, Certares Opportunities and Apollo Capital Management.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla drives toward $1 trillion club on record Hertz order</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; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla drives toward $1 trillion club on record Hertz order\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-25 22:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.reuters.com/article/hertz-glo-hldg-tesla/update-5-tesla-drives-toward-1-trillion-club-on-record-hertz-order-idUSL4N2RL2TG><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Reuters) -Tesla Inc on Monday neared $1 trillion in market capitalization as the company founded by Elon Musk received its biggest-ever order from Hertz, which announced plans to buy 100,000 electric...</p>\n\n<a href=\"https://www.reuters.com/article/hertz-glo-hldg-tesla/update-5-tesla-drives-toward-1-trillion-club-on-record-hertz-order-idUSL4N2RL2TG\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.reuters.com/article/hertz-glo-hldg-tesla/update-5-tesla-drives-toward-1-trillion-club-on-record-hertz-order-idUSL4N2RL2TG","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112151752","content_text":"(Reuters) -Tesla Inc on Monday neared $1 trillion in market capitalization as the company founded by Elon Musk received its biggest-ever order from Hertz, which announced plans to buy 100,000 electric rental cars.\nTesla shares opened up 4.5% at $950.53, a new record high, following the order. Shares were also buoyed by news of the company’s Model 3 becoming the first electric vehicle to top monthly sales of new cars in Europe.\nThe news from Hertz comes as Tesla is coping with a backlog of unfulfilled orders for its vehicles and continuing supply chain disruptions, but it does solidify the mainstream appeal of electric cars.\nInterim Hertz Chief Executive Mark Fields in an interview told Reuters the order, delivered by the end of 2022, will primarily be Model 3 vehicles. Tesla vehicles will start being available at Hertz rental facilities in November.\n“We absolutely believe that this is going to be competitive advantage for us,” Fields said of the Tesla order. “We want to be a leader in mobility... Getting customers experience with electrified vehicles is an absolute priority for us.”\nHertz has around 430,000 to 450,000 vehicles worldwide, Fields said. He said Hertz would work with other automakers producing electric vehicles.\nTesla would have to top $995.75 to become a company worth a trillion dollars, according to Reuters calculations based on its latest filing. The world’s most valuable carmaker will join an elite club that includes Apple Inc, Amazon.com Inc, Microsoft Corp and Alphabet Inc\nThe world's most valuable automaker delivered a recordhere241,300 electric cars globally in the third quarter, even as it warned that supply chain headwinds here would pressure margins.\nTesla’s cheapest Model 3 sedan starts at about $44,000, making this order worth about $4.4 billion, if the entire order were for its mass-market sedan.\nFields declined to say how much Hertz was paying for the order. Tesla was not immediately available for comment.\nWith the current order, Hertz said EVs will make up more than 20% of its global fleet.\n“It (the order) puts an exclamation point under guidance for 50%+ growth in deliveries,” Roth Capital analyst Craig Irwin said. “Another solid piece of evidence EVs are going mainstream.”\nThe car rental firm also said it was installing thousands of chargers throughout its network. Customers who rent a Tesla Model 3 will have access to 3,000 Tesla supercharging stations throughout the United States and Europe.\n“Electric vehicles are now mainstream, and we’ve only just begun to see rising global demand and interest,” said Hertz interim Chief Executive Officer Mark Fields.\nU.S. President Joe Biden has made it a priority to support the rollout of electric vehicles to combat climate change, but a lack of charging network infrastructure could remain a key hurdle to his ambitious plan.\nAnalysts at Morgan Stanley bumped their price target on Tesla by 33% as the brokerage expects the electric carmaker to keep posting higher volumes, reaching more than 8 million deliveries in 2030.\nA Cox Automotive study said Americans are hesitant to buy EVs due to anxieties about the ranges of the vehicles and high price tags, as well as weak charging infrastructure.\nBloomberg News was first to report about the order.\nHertz had filed for bankruptcy protection last year as travel demand sank during the height of the pandemic and talks with creditors failed to provide relief.\nIt was rescued by a group of investors including Knighthead Capital Management, Certares Opportunities and Apollo Capital Management.","news_type":1},"isVote":1,"tweetType":1,"viewCount":286,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":879281335,"gmtCreate":1636728309619,"gmtModify":1636728309743,"author":{"id":"3564307944903490","authorId":"3564307944903490","name":"wallence82","avatar":"https://static.tigerbbs.com/dea005ab03386f13fa25c505b9a3221a","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564307944903490","authorIdStr":"3564307944903490"},"themes":[],"htmlText":"He sell we buy","listText":"He sell we buy","text":"He sell we buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/879281335","repostId":"1108363615","repostType":2,"repost":{"id":"1108363615","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1636727635,"share":"https://www.laohu8.com/m/news/1108363615?lang=&edition=full","pubTime":"2021-11-12 22:33","market":"us","language":"en","title":"Tesla shares fell more than 1% in morning trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1108363615","media":"Tiger Newspress","summary":"Tesla shares fell more than 1% in morning trading.Tesla Inc Chief Executive Officer Elon Musk disclo","content":"<p>Tesla&nbsp;shares&nbsp;fell&nbsp;more&nbsp;than&nbsp;1%&nbsp;in&nbsp;morning&nbsp;trading.<img src=\"https://static.tigerbbs.com/92a4ad4188b0f9937f5f99fdde05d569\" tg-width=\"879\" tg-height=\"615\" width=\"100%\" height=\"auto\">Tesla Inc&nbsp;Chief Executive Officer Elon Musk disclosed an additional share sale worth about $687 million in the electric-car maker, regulatory filings showed on Friday, after offloading about $5 billion in stock earlier in the week.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla shares fell more than 1% in morning trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla shares fell more than 1% in morning trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-11-12 22:33</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Tesla&nbsp;shares&nbsp;fell&nbsp;more&nbsp;than&nbsp;1%&nbsp;in&nbsp;morning&nbsp;trading.<img src=\"https://static.tigerbbs.com/92a4ad4188b0f9937f5f99fdde05d569\" tg-width=\"879\" tg-height=\"615\" width=\"100%\" height=\"auto\">Tesla Inc&nbsp;Chief Executive Officer Elon Musk disclosed an additional share sale worth about $687 million in the electric-car maker, regulatory filings showed on Friday, after offloading about $5 billion in stock earlier in the week.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSL":"GraniteShares 1.25X Long TSLA Daily ETF"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108363615","content_text":"Tesla shares fell more than 1% in morning trading.Tesla Inc Chief Executive Officer Elon Musk disclosed an additional share sale worth about $687 million in the electric-car maker, regulatory filings showed on Friday, after offloading about $5 billion in stock earlier in the week.","news_type":1},"isVote":1,"tweetType":1,"viewCount":398,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":856918998,"gmtCreate":1635140185075,"gmtModify":1635140185357,"author":{"id":"3564307944903490","authorId":"3564307944903490","name":"wallence82","avatar":"https://static.tigerbbs.com/dea005ab03386f13fa25c505b9a3221a","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564307944903490","authorIdStr":"3564307944903490"},"themes":[],"htmlText":"Ignore the noise. Facebook is a great fundamental company. Just buy.","listText":"Ignore the noise. Facebook is a great fundamental company. Just buy.","text":"Ignore the noise. Facebook is a great fundamental company. Just buy.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/856918998","repostId":"1167039476","repostType":4,"isVote":1,"tweetType":1,"viewCount":282,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":822204124,"gmtCreate":1634132691397,"gmtModify":1634132691511,"author":{"id":"3564307944903490","authorId":"3564307944903490","name":"wallence82","avatar":"https://static.tigerbbs.com/dea005ab03386f13fa25c505b9a3221a","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564307944903490","authorIdStr":"3564307944903490"},"themes":[],"htmlText":"Load up more guys","listText":"Load up more guys","text":"Load up more guys","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/822204124","repostId":"1113013066","repostType":4,"repost":{"id":"1113013066","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1634132611,"share":"https://www.laohu8.com/m/news/1113013066?lang=&edition=full","pubTime":"2021-10-13 21:43","market":"us","language":"en","title":"Sea Limited stock surged 4% in morning trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1113013066","media":"Tiger Newspress","summary":"Sea Limited stock surged 4% in morning trading.\n\nThe worldwide e-commerce market reports sales could","content":"<p>Sea Limited stock surged 4% in morning trading.</p>\n<p><img src=\"https://static.tigerbbs.com/1fddc716b0b77f80b45903abab0f71a7\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>The worldwide e-commerce market reports sales could hit nearly $5 trillion in 2021. The migration of commerce from brick-and-mortar stores to the internet remains&nbsp;one&nbsp;of the most important growth stories of this era. Internet company&nbsp;<b>Sea Limited</b>(NYSE:SE) has emerged as the e-commerce leader in Southeast Asia while expanding into new markets such as Latin America, India, and Europe.</p>\n<p>The company does more than e-commerce, tying successful gaming and digital payments businesses into its customer base. Sea Limited's Garena division owns FreeFire, the world's most popular mobile game.</p>\n<p>Sea Limited has reported its 2021 second quarter, where revenue came in at $2.3 billion, a 159% increase year over year. An important thing to note is that the company, although reporting a net loss for the period, is seeing an increase in its number of active and quarterly paying users. It's just getting started in its new markets, so growth could easily continue to be rampant in the years ahead, forging a pathway to profitability.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Sea Limited stock surged 4% in morning trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSea Limited stock surged 4% in morning trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-10-13 21:43</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Sea Limited stock surged 4% in morning trading.</p>\n<p><img src=\"https://static.tigerbbs.com/1fddc716b0b77f80b45903abab0f71a7\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>The worldwide e-commerce market reports sales could hit nearly $5 trillion in 2021. The migration of commerce from brick-and-mortar stores to the internet remains&nbsp;one&nbsp;of the most important growth stories of this era. Internet company&nbsp;<b>Sea Limited</b>(NYSE:SE) has emerged as the e-commerce leader in Southeast Asia while expanding into new markets such as Latin America, India, and Europe.</p>\n<p>The company does more than e-commerce, tying successful gaming and digital payments businesses into its customer base. Sea Limited's Garena division owns FreeFire, the world's most popular mobile game.</p>\n<p>Sea Limited has reported its 2021 second quarter, where revenue came in at $2.3 billion, a 159% increase year over year. An important thing to note is that the company, although reporting a net loss for the period, is seeing an increase in its number of active and quarterly paying users. It's just getting started in its new markets, so growth could easily continue to be rampant in the years ahead, forging a pathway to profitability.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113013066","content_text":"Sea Limited stock surged 4% in morning trading.\n\nThe worldwide e-commerce market reports sales could hit nearly $5 trillion in 2021. The migration of commerce from brick-and-mortar stores to the internet remains one of the most important growth stories of this era. Internet company Sea Limited(NYSE:SE) has emerged as the e-commerce leader in Southeast Asia while expanding into new markets such as Latin America, India, and Europe.\nThe company does more than e-commerce, tying successful gaming and digital payments businesses into its customer base. Sea Limited's Garena division owns FreeFire, the world's most popular mobile game.\nSea Limited has reported its 2021 second quarter, where revenue came in at $2.3 billion, a 159% increase year over year. An important thing to note is that the company, although reporting a net loss for the period, is seeing an increase in its number of active and quarterly paying users. It's just getting started in its new markets, so growth could easily continue to be rampant in the years ahead, forging a pathway to profitability.","news_type":1},"isVote":1,"tweetType":1,"viewCount":243,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":829370598,"gmtCreate":1633477392081,"gmtModify":1633477393008,"author":{"id":"3564307944903490","authorId":"3564307944903490","name":"wallence82","avatar":"https://static.tigerbbs.com/dea005ab03386f13fa25c505b9a3221a","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564307944903490","authorIdStr":"3564307944903490"},"themes":[],"htmlText":"Load more Facebook","listText":"Load more Facebook","text":"Load more Facebook","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/829370598","repostId":"1101968131","repostType":2,"isVote":1,"tweetType":1,"viewCount":195,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603107468,"gmtCreate":1638371210155,"gmtModify":1638371246444,"author":{"id":"3564307944903490","authorId":"3564307944903490","name":"wallence82","avatar":"https://static.tigerbbs.com/dea005ab03386f13fa25c505b9a3221a","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564307944903490","authorIdStr":"3564307944903490"},"themes":[],"htmlText":"Buy Tesla. Still quite cheap","listText":"Buy Tesla. Still quite cheap","text":"Buy Tesla. Still quite cheap","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/603107468","repostId":"1111103661","repostType":2,"repost":{"id":"1111103661","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1638369731,"share":"https://www.laohu8.com/m/news/1111103661?lang=&edition=full","pubTime":"2021-12-01 22:42","market":"us","language":"en","title":"EV stocks jumped in morning trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1111103661","media":"Tiger Newspress","summary":"EV stocks jumped in morning trading.Rivian,Arrival,Fisker,Tesla,Nio,Xpeng Motors and Li Auto climbed","content":"<p>EV stocks jumped in morning trading.Rivian,Arrival,Fisker,Tesla,Nio,Xpeng Motors and Li Auto&nbsp;climbed between 1% and 3%.</p>\n<p><img src=\"https://static.tigerbbs.com/9bd8dc0c937d67ea75537ad5c24d7f41\" tg-width=\"403\" tg-height=\"538\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>EV stocks jumped in morning trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nEV stocks jumped in morning trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-12-01 22:42</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>EV stocks jumped in morning trading.Rivian,Arrival,Fisker,Tesla,Nio,Xpeng Motors and Li Auto&nbsp;climbed between 1% and 3%.</p>\n<p><img src=\"https://static.tigerbbs.com/9bd8dc0c937d67ea75537ad5c24d7f41\" tg-width=\"403\" tg-height=\"538\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XPEV":"小鹏汽车","NIO":"蔚来","LI":"理想汽车","LCID":"Lucid Group Inc","FSR":"菲斯克","TSLA":"特斯拉","RIVN":"Rivian Automotive, Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111103661","content_text":"EV stocks jumped in morning trading.Rivian,Arrival,Fisker,Tesla,Nio,Xpeng Motors and Li Auto climbed between 1% and 3%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":414,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":800883549,"gmtCreate":1627290749681,"gmtModify":1633766467551,"author":{"id":"3564307944903490","authorId":"3564307944903490","name":"wallence82","avatar":"https://static.tigerbbs.com/dea005ab03386f13fa25c505b9a3221a","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564307944903490","authorIdStr":"3564307944903490"},"themes":[],"htmlText":"Subscription to FSD","listText":"Subscription to FSD","text":"Subscription to FSD","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/800883549","repostId":"1175108896","repostType":2,"repost":{"id":"1175108896","kind":"news","pubTimestamp":1627290545,"share":"https://www.laohu8.com/m/news/1175108896?lang=&edition=full","pubTime":"2021-07-26 17:09","market":"us","language":"en","title":"Tesla Could Become A Subscription Company","url":"https://stock-news.laohu8.com/highlight/detail?id=1175108896","media":"seekingalpha","summary":"Summary\n\nTesla is indicating a movement toward an Adobe-like subscription business model, which has ","content":"<p><b>Summary</b></p>\n<ul>\n <li>Tesla is indicating a movement toward an Adobe-like subscription business model, which has been shown to skyrocket revenue.</li>\n <li>In this way, Tesla is again a first-mover and will set the standards for the industry in the coming decades.</li>\n <li>Technically, the recent movement is a rather normal pattern and tends to lead to more gains.</li>\n <li>I recommend TSLA longs add a credit strategy to their position before earnings, both for protection and extra income.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d0b0473d75b9ec97c9c4ae413f111f4f\" tg-width=\"1536\" tg-height=\"1024\" referrerpolicy=\"no-referrer\"><span>jetcityimage/iStock Editorial via Getty Images</span></p>\n<p>I last wrote about Tesla(TSLA) in 2019, when I recommended a buy on the pullback. Said pullback was a pullback to $47, a number TSLA will likely never hit again. These days, TSLA flirts with numbers over $1,000, and with good reason.</p>\n<p>And today, TSLA has yet another reason to justify its lofty price. The company has unveiled a&nbsp;full self driving(FSD) subscription. This is a step in the right direction.</p>\n<p><b>Subscriptions: The Ultimate Profit Model</b></p>\n<p>Software – and more broadly, tech – has been moving to subscription-based business models, which have proved themselves to be vastly superior to the old way of doing business (selling a product outright) in terms of profitability. Whereas once we paid a one-time fee for a product such as Adobe (ADBE) Photoshop, now we are almost certainly paying much more than that one-time payment over the product’s lifetime. It was only a matter of time for the slower-than-tech automotive industry to understand that subscription business models can siphon much more money from the customer than the traditional model, and I’m not surprised that Tesla, often regarded more as a tech company than an automobile company, is to be the first company employing this strategy.</p>\n<p>I believe Pierre Ferragu understands this. From SA’s above-linked news on the FSD subscription:</p>\n<blockquote>\n One of the biggest bulls on the FSD upside for Tesla is New Street Research analyst Pierre Ferragu. He thinks Tesla will make roughly $7K in profit from selling a car and almost $23K from selling FSD subscriptions on the same vehicle by 2030. If Ferragu is correct, the entire industry is expected to move toward an autonomous subscription service model.”\n</blockquote>\n<p>Ferragu’s predictions match my thoughts on the subscription-based business model. Tesla’s revenue and subscription paradigm could easily become Adobe-like, where the vast majority of the company’s revenue stems from subscriptions. (Seemy recent article on Adobefor more on how this business model works.) The potential of this business model’s impact on revenue is easily seen via Adobe’s results (though many other companies are seeing the same sort of results):</p>\n<p><img src=\"https://static.tigerbbs.com/7890fd8becf42b56654cfdcdadfd97de\" tg-width=\"640\" tg-height=\"427\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>Of course, the stock sees results too:</p>\n<p><img src=\"https://static.tigerbbs.com/32e86fdc239f4d4e1f3dea8a10634bf4\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>Importantly, Ferragu notes that the whole industry will move toward the subscription business model, a sentiment I agree with. Some might argue that the automotive industry is not the software industry and that it is better to provide a quality product at a fair price when it comes to automobiles. But history would show this to be incorrect: Look at how General Motors (GM) pushed even Ford (F), a company that built itself on creating long-lasting, quality cars, into the planned obsolescence paradigm (yearly design upgrades for each product line) that the industry has fallen into.</p>\n<p>In the future, Tesla’s bulk revenue should come not from car sales but from subscriptions. This is the new economy for most industries moving forward, and Tesla will be the pioneer of this business model in the automotive industry. We’ve seen how this has played out to the benefit of profitability in software and film (streaming services such as Disney and Netflix), and it should play out similarly for automobiles.</p>\n<p>Consider this: Tesla sold around 500K cars in 2020. With the Berlin, Shanghai, and Texas plants in action this year, Tesla should be producing an extra 300K cars in 2021. At this rate, Tesla will be over the 1M per year mark (likely around 1.5M) before the end of 2022. Assume only half of the produced cars per year end up with a FSD subscription, then, a la Adobe, subscription revenue can be seen quickly approaching equality with the revenue from the traditional model – note that this model is highly conservative as it ignores all cars produced prior to 2020:</p>\n<p><b>Revenue from FSD Subscriptions Per Year</b></p>\n<img src=\"https://static.tigerbbs.com/707addf56e3e845f8eb7727ba378c382\" tg-width=\"903\" tg-height=\"353\" width=\"100%\" height=\"auto\">\n<table>\n <tbody>\n  <tr></tr>\n </tbody>\n</table>\n<p>It is difficult to tell when subscription revenue will surpass vehicle sales revenue because of numerous unknowns in the model, such as the percentage of Tesla drivers subscribing to FSD and the success of the 2023 Model 3 in penetrating the “affordable” car market. However, the rate at which subscription revenue grows is geometric-to-exponential, will be a double-digit percentage within the next couple years and is likely to be the majority of Tesla’s revenue stream by the end of the decade.</p>\n<p>Tesla is taking the right step here, and we could very well see the company overcome hurdles that have plagued the car industry for decades. If so, we could see lower earnings variance in the cases of political policies targeting the automotive industry. For instance, revenue from the FSD subscription could remain unscathed by new tariffs and environmental policies, two sources of regulation that typically target cars themselves, not the software being employed. This is still speculative, but thus far we have no reason to suspect governments will specifically target FSD subscriptions in their carbon-reduction regulations or in tax policies.</p>\n<p>Once successfully rolled out, the FSD subscription is likely to become a source of reliable income for the company. As subscription revenue grows to where it exceeds sales revenue, investors will increasingly see Tesla as a safe investment. IV on TSLA should drop as subscription revenue outpaces traditional sales revenue, and drops in IV tend to correlate with stock moving upward.</p>\n<p>From both a fundamental perspective and a stock perspective, the FSD subscription announcement is highly bullish. I see this as a reason for TSLA bulls to buy on any significant pullback.</p>\n<p>Yet we must admit, as with all new business models, investors have inherent risk. While the subscription model is extremely profitable itself, whether Tesla drivers will accept the FSD subscription remains a key factor in successfully employing the model. While I believe – due to its track record – Tesla will eventually work out the technical kinks in its self-driving feature, I can see two big reasons that FSD could flop.</p>\n<p>First, Tesla could fail to bring FSD to level 5, the level promised, perhaps leading to a class-action lawsuit from subscribers. The technical aspects of FSD are beyond my expertise, though my background in AI does tell me that achieving level 5 is a monumental effort. Musk has successfully pulled off monumental efforts in the past, but perhaps those with more AI knowledge than I have good reason to believe that this is the hill upon which Musk will die.</p>\n<p>Second, the price point might be too high. For $200 per month, you could lease a brand new Honda – or you can enter Tesla’s work-in-progress FSD as a sort of beta tester. As we enter 2023, which should be a big year for Tesla with its $25,000 Model 2s allowing the company access to a new customer demographic, we need to reconsider whether a $200-per-month subscription will be appealing to the general Tesla user base. An overpriced subscription model can be easily fixed in the long run and should thus not be seen as a huge risk to the bull thesis, but too high of a price can prevent that initial market penetration Tesla needs in pioneering the subscription-as-a-model implementation in the automobile industry.</p>\n<p><b>Technical Bullishness</b></p>\n<p>From a technical perspective, too, TSLA is looking bullish. While often cited as being incredibly overpriced relative to the past couple years, TSLA is not making movements that are uncharacteristic of the stock. The recent movement pattern actually looks quite a bit like the one in early 2020, right before the huge rally:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9ba282cb205e46e0448e0f01c7d8ee3f\" tg-width=\"640\" tg-height=\"420\" width=\"100%\" height=\"auto\"><span>(Source: Damon Verial; data from Tiingo)</span></p>\n<p>Once you control for trading days, the movement looks relatively conservative. It’s about the median movement for a given quarter:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1df19786e20b710470c561208d69d7c5\" tg-width=\"640\" tg-height=\"420\" width=\"100%\" height=\"auto\"><span>(Source: Damon Verial; data from Tiingo)</span></p>\n<p>If you extrapolate this to 200 trading days, you will find that TSLA tends to move upward another 10% with rather average volatility. The 2020 movement is an outlier in magnitude only; the pattern itself does not differ all that much from TSLA’s usual yearly movements:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/15a41d91691e32e1243015029fa67fa9\" tg-width=\"640\" tg-height=\"420\" width=\"100%\" height=\"auto\"><span>(Source: Damon Verial; data from Tiingo)</span></p>\n<p>With TSLA heading into earnings, an impressive earnings report could give us a similar upward movement. Of course, playing TSLA over earnings is quite risky, which is why we do not typically play TSLA over earnings in my earnings-trading group (Exposing Earnings). Thus, I recommend those interested in TSLA buy on the back of the FSD subscription news, as this is a bullish fundamental catalyst.</p>\n<p><b>Options Strategy</b></p>\n<p>If you are playing options, however, you might wish to wait until after earnings so that you are not exposed to a volatility crush (option IV falling rapidly and thus decreasing the values of long options, as long options are also long vega). If you want to take an options strategy to hedge earnings risk, though, here is what I recommend. I’m assuming you’re holding 100 shares of TSLA, making this a hedge with extra profitability on the long side:</p>\n<ol>\n <li>Sell 1x Jul 30 $700 put</li>\n <li>Buy 2x Jul 30 $650 puts</li>\n</ol>\n<p>Net credit: $7000</p>\n<p>This is a volatile strategy, meaning it allows us to profit on either side. The major risk is if TSLA consolidates, trading strictly between $650 and $700 over the rest of July. Otherwise, we stand to profit on either side, either by the net long puts on the downside or via the stock plus credit earned from the strategy on the long side.</p>\n<p>Even if you are confident TSLA will not sell off on earnings, this strategy works to your benefit by bringing in an extra $7000 in profit per 100 shares. You have the added value of downside protection, too. Let me know what you think in the comments section.</p>\n<p><b>Conclusion</b></p>\n<p>Tesla’s addition of an FSD subscription greatly improves the company’s maximum revenue potential. Subscription services have proved themselves to quickly and drastically change the primary source of revenue for a company and could easily turn Tesla into a software company more so than an automotive company. Being so, we need to consider the possibility that Tesla entering the EV market was just the beginning for this company and that the financial future of Tesla is in its FSD service. If so, we are undervaluing this company, as we are using an EV lens to judge a software company.</p>\n<p>I am highly bullish on TSLA in the long term due to the FSD prospects. In the short term, I believe the technicals are implying an upward swing. With earnings on Jul 26, you might want to hedge the downside simply due to TSLA’s volatility. But overall, being long on TSLA at this price is likely a profitable decision even with a short-term pullback.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Could Become A Subscription Company</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Could Become A Subscription Company\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-26 17:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4441324-tesla-could-become-a-subscription-company><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nTesla is indicating a movement toward an Adobe-like subscription business model, which has been shown to skyrocket revenue.\nIn this way, Tesla is again a first-mover and will set the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4441324-tesla-could-become-a-subscription-company\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4441324-tesla-could-become-a-subscription-company","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175108896","content_text":"Summary\n\nTesla is indicating a movement toward an Adobe-like subscription business model, which has been shown to skyrocket revenue.\nIn this way, Tesla is again a first-mover and will set the standards for the industry in the coming decades.\nTechnically, the recent movement is a rather normal pattern and tends to lead to more gains.\nI recommend TSLA longs add a credit strategy to their position before earnings, both for protection and extra income.\n\njetcityimage/iStock Editorial via Getty Images\nI last wrote about Tesla(TSLA) in 2019, when I recommended a buy on the pullback. Said pullback was a pullback to $47, a number TSLA will likely never hit again. These days, TSLA flirts with numbers over $1,000, and with good reason.\nAnd today, TSLA has yet another reason to justify its lofty price. The company has unveiled a full self driving(FSD) subscription. This is a step in the right direction.\nSubscriptions: The Ultimate Profit Model\nSoftware – and more broadly, tech – has been moving to subscription-based business models, which have proved themselves to be vastly superior to the old way of doing business (selling a product outright) in terms of profitability. Whereas once we paid a one-time fee for a product such as Adobe (ADBE) Photoshop, now we are almost certainly paying much more than that one-time payment over the product’s lifetime. It was only a matter of time for the slower-than-tech automotive industry to understand that subscription business models can siphon much more money from the customer than the traditional model, and I’m not surprised that Tesla, often regarded more as a tech company than an automobile company, is to be the first company employing this strategy.\nI believe Pierre Ferragu understands this. From SA’s above-linked news on the FSD subscription:\n\n One of the biggest bulls on the FSD upside for Tesla is New Street Research analyst Pierre Ferragu. He thinks Tesla will make roughly $7K in profit from selling a car and almost $23K from selling FSD subscriptions on the same vehicle by 2030. If Ferragu is correct, the entire industry is expected to move toward an autonomous subscription service model.”\n\nFerragu’s predictions match my thoughts on the subscription-based business model. Tesla’s revenue and subscription paradigm could easily become Adobe-like, where the vast majority of the company’s revenue stems from subscriptions. (Seemy recent article on Adobefor more on how this business model works.) The potential of this business model’s impact on revenue is easily seen via Adobe’s results (though many other companies are seeing the same sort of results):\n\nOf course, the stock sees results too:\n\nImportantly, Ferragu notes that the whole industry will move toward the subscription business model, a sentiment I agree with. Some might argue that the automotive industry is not the software industry and that it is better to provide a quality product at a fair price when it comes to automobiles. But history would show this to be incorrect: Look at how General Motors (GM) pushed even Ford (F), a company that built itself on creating long-lasting, quality cars, into the planned obsolescence paradigm (yearly design upgrades for each product line) that the industry has fallen into.\nIn the future, Tesla’s bulk revenue should come not from car sales but from subscriptions. This is the new economy for most industries moving forward, and Tesla will be the pioneer of this business model in the automotive industry. We’ve seen how this has played out to the benefit of profitability in software and film (streaming services such as Disney and Netflix), and it should play out similarly for automobiles.\nConsider this: Tesla sold around 500K cars in 2020. With the Berlin, Shanghai, and Texas plants in action this year, Tesla should be producing an extra 300K cars in 2021. At this rate, Tesla will be over the 1M per year mark (likely around 1.5M) before the end of 2022. Assume only half of the produced cars per year end up with a FSD subscription, then, a la Adobe, subscription revenue can be seen quickly approaching equality with the revenue from the traditional model – note that this model is highly conservative as it ignores all cars produced prior to 2020:\nRevenue from FSD Subscriptions Per Year\n\n\n\n\n\n\nIt is difficult to tell when subscription revenue will surpass vehicle sales revenue because of numerous unknowns in the model, such as the percentage of Tesla drivers subscribing to FSD and the success of the 2023 Model 3 in penetrating the “affordable” car market. However, the rate at which subscription revenue grows is geometric-to-exponential, will be a double-digit percentage within the next couple years and is likely to be the majority of Tesla’s revenue stream by the end of the decade.\nTesla is taking the right step here, and we could very well see the company overcome hurdles that have plagued the car industry for decades. If so, we could see lower earnings variance in the cases of political policies targeting the automotive industry. For instance, revenue from the FSD subscription could remain unscathed by new tariffs and environmental policies, two sources of regulation that typically target cars themselves, not the software being employed. This is still speculative, but thus far we have no reason to suspect governments will specifically target FSD subscriptions in their carbon-reduction regulations or in tax policies.\nOnce successfully rolled out, the FSD subscription is likely to become a source of reliable income for the company. As subscription revenue grows to where it exceeds sales revenue, investors will increasingly see Tesla as a safe investment. IV on TSLA should drop as subscription revenue outpaces traditional sales revenue, and drops in IV tend to correlate with stock moving upward.\nFrom both a fundamental perspective and a stock perspective, the FSD subscription announcement is highly bullish. I see this as a reason for TSLA bulls to buy on any significant pullback.\nYet we must admit, as with all new business models, investors have inherent risk. While the subscription model is extremely profitable itself, whether Tesla drivers will accept the FSD subscription remains a key factor in successfully employing the model. While I believe – due to its track record – Tesla will eventually work out the technical kinks in its self-driving feature, I can see two big reasons that FSD could flop.\nFirst, Tesla could fail to bring FSD to level 5, the level promised, perhaps leading to a class-action lawsuit from subscribers. The technical aspects of FSD are beyond my expertise, though my background in AI does tell me that achieving level 5 is a monumental effort. Musk has successfully pulled off monumental efforts in the past, but perhaps those with more AI knowledge than I have good reason to believe that this is the hill upon which Musk will die.\nSecond, the price point might be too high. For $200 per month, you could lease a brand new Honda – or you can enter Tesla’s work-in-progress FSD as a sort of beta tester. As we enter 2023, which should be a big year for Tesla with its $25,000 Model 2s allowing the company access to a new customer demographic, we need to reconsider whether a $200-per-month subscription will be appealing to the general Tesla user base. An overpriced subscription model can be easily fixed in the long run and should thus not be seen as a huge risk to the bull thesis, but too high of a price can prevent that initial market penetration Tesla needs in pioneering the subscription-as-a-model implementation in the automobile industry.\nTechnical Bullishness\nFrom a technical perspective, too, TSLA is looking bullish. While often cited as being incredibly overpriced relative to the past couple years, TSLA is not making movements that are uncharacteristic of the stock. The recent movement pattern actually looks quite a bit like the one in early 2020, right before the huge rally:\n(Source: Damon Verial; data from Tiingo)\nOnce you control for trading days, the movement looks relatively conservative. It’s about the median movement for a given quarter:\n(Source: Damon Verial; data from Tiingo)\nIf you extrapolate this to 200 trading days, you will find that TSLA tends to move upward another 10% with rather average volatility. The 2020 movement is an outlier in magnitude only; the pattern itself does not differ all that much from TSLA’s usual yearly movements:\n(Source: Damon Verial; data from Tiingo)\nWith TSLA heading into earnings, an impressive earnings report could give us a similar upward movement. Of course, playing TSLA over earnings is quite risky, which is why we do not typically play TSLA over earnings in my earnings-trading group (Exposing Earnings). Thus, I recommend those interested in TSLA buy on the back of the FSD subscription news, as this is a bullish fundamental catalyst.\nOptions Strategy\nIf you are playing options, however, you might wish to wait until after earnings so that you are not exposed to a volatility crush (option IV falling rapidly and thus decreasing the values of long options, as long options are also long vega). If you want to take an options strategy to hedge earnings risk, though, here is what I recommend. I’m assuming you’re holding 100 shares of TSLA, making this a hedge with extra profitability on the long side:\n\nSell 1x Jul 30 $700 put\nBuy 2x Jul 30 $650 puts\n\nNet credit: $7000\nThis is a volatile strategy, meaning it allows us to profit on either side. The major risk is if TSLA consolidates, trading strictly between $650 and $700 over the rest of July. Otherwise, we stand to profit on either side, either by the net long puts on the downside or via the stock plus credit earned from the strategy on the long side.\nEven if you are confident TSLA will not sell off on earnings, this strategy works to your benefit by bringing in an extra $7000 in profit per 100 shares. You have the added value of downside protection, too. Let me know what you think in the comments section.\nConclusion\nTesla’s addition of an FSD subscription greatly improves the company’s maximum revenue potential. Subscription services have proved themselves to quickly and drastically change the primary source of revenue for a company and could easily turn Tesla into a software company more so than an automotive company. Being so, we need to consider the possibility that Tesla entering the EV market was just the beginning for this company and that the financial future of Tesla is in its FSD service. If so, we are undervaluing this company, as we are using an EV lens to judge a software company.\nI am highly bullish on TSLA in the long term due to the FSD prospects. In the short term, I believe the technicals are implying an upward swing. With earnings on Jul 26, you might want to hedge the downside simply due to TSLA’s volatility. But overall, being long on TSLA at this price is likely a profitable decision even with a short-term pullback.","news_type":1},"isVote":1,"tweetType":1,"viewCount":524,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":137126536,"gmtCreate":1622331498525,"gmtModify":1634102345993,"author":{"id":"3564307944903490","authorId":"3564307944903490","name":"wallence82","avatar":"https://static.tigerbbs.com/dea005ab03386f13fa25c505b9a3221a","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564307944903490","authorIdStr":"3564307944903490"},"themes":[],"htmlText":"Hmm","listText":"Hmm","text":"Hmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/137126536","repostId":"2138488761","repostType":4,"repost":{"id":"2138488761","kind":"news","pubTimestamp":1622214949,"share":"https://www.laohu8.com/m/news/2138488761?lang=&edition=full","pubTime":"2021-05-28 23:15","market":"us","language":"en","title":"Costco is reopening its popular food courts and bringing back churros and free samples in bid to juice profits","url":"https://stock-news.laohu8.com/highlight/detail?id=2138488761","media":"Yahoo Finance","summary":"Costco's popular, money-making food courts are preparing to enter post-pandemic life as the warehous","content":"<p>Costco's popular, money-making food courts are preparing to enter post-pandemic life as the warehouse retailer looks to keep sales and profits hot this year.</p><p>\"I'm pleased to report that our food courts are also coming back over the next few weeks in a bigger way. Last March, again in 2020 as the pandemic took hold, we pared back menu basically to hotdogs and pizza and soda and smoothies, and we eliminated all seating, those takeout only. We began several weeks ago adding back tables and seating and — at a handful of outdoor food courts in a few states,\" Costco CFO Richard Galanti told analysts on an earnings call Thursday evening.</p><p>Galanti explained Costco is bringing back popular menu items while also reconfiguring seating arrangements for diners.</p><p>\"Over the past few months, we've also added back a few more food items, including bringing back a new and improved churros, which will be at all U.S. locations by the 4th of July, and adding a high-end soft ice cream to replace our frozen yogurt. And by June 7, we plan to have tables in seating back at most locations, but with more physical separation, tables of 4 instead of 6 and 8 and about half the seating capacity as we had before. Again, these are still subject to doing this in waves and see how it goes and subject to any additional state rules or restrictions in a few cases,\" Galanti said.</p><p>Free food samples — another long-time favorite of Costco shoppers — will also be returning soon at 170 stores, Galanti confirmed.</p><p>Even without its beloved food courts back to full operation, Costco crushed analyst estimates for the most recent quarter as shoppers continued stock up for work-for-home life amidst the pandemic. Worldwide customer store traffic rose an impressive 12.9%, and 11.9% in the U.S. alone. Costco's worldwide membership renewal rate remained relatively unchanged compared to last year at 88.4%.</p><p>Here is how Costco performed versus Wall Street estimates for its fiscal third quarter:</p><ul><li><p><b>Net Sales: </b>$45.3 billion vs. $43.5 billion</p></li><li><p><b>Same-Store Sales: </b>+20.6% vs. +16%</p></li><li><p><b>Operating Profits:</b> $1.66 billion vs. $1.41 billion</p></li><li><p><b>Diluted EPS:</b> $2.75 vs. $2.33</p></li></ul><p>Analysts stayed upbeat.</p><p>\"Fiscal third quarter results reinforce our view that Costco is exiting COVID with a larger and higher quality member base that will support elevated compound returns for years to come,\" said Jefferies analyst Stephanie Wissink in a research note to clients.</p><p>Wissink reiterated a Buy rating on Costco with a $445 price target.</p>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Costco is reopening its popular food courts and bringing back churros and free samples in bid to juice profits</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\">\nCostco is reopening its popular food courts and bringing back churros and free samples in bid to juice profits\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-28 23:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/costco-is-reopening-its-popular-food-courts-and-bringing-back-churros-and-free-samples-in-bid-to-juice-profits-151249607.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Costco's popular, money-making food courts are preparing to enter post-pandemic life as the warehouse retailer looks to keep sales and profits hot this year.\"I'm pleased to report that our food courts...</p>\n\n<a href=\"https://finance.yahoo.com/news/costco-is-reopening-its-popular-food-courts-and-bringing-back-churros-and-free-samples-in-bid-to-juice-profits-151249607.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://finance.yahoo.com/news/costco-is-reopening-its-popular-food-courts-and-bringing-back-churros-and-free-samples-in-bid-to-juice-profits-151249607.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2138488761","content_text":"Costco's popular, money-making food courts are preparing to enter post-pandemic life as the warehouse retailer looks to keep sales and profits hot this year.\"I'm pleased to report that our food courts are also coming back over the next few weeks in a bigger way. Last March, again in 2020 as the pandemic took hold, we pared back menu basically to hotdogs and pizza and soda and smoothies, and we eliminated all seating, those takeout only. We began several weeks ago adding back tables and seating and — at a handful of outdoor food courts in a few states,\" Costco CFO Richard Galanti told analysts on an earnings call Thursday evening.Galanti explained Costco is bringing back popular menu items while also reconfiguring seating arrangements for diners.\"Over the past few months, we've also added back a few more food items, including bringing back a new and improved churros, which will be at all U.S. locations by the 4th of July, and adding a high-end soft ice cream to replace our frozen yogurt. And by June 7, we plan to have tables in seating back at most locations, but with more physical separation, tables of 4 instead of 6 and 8 and about half the seating capacity as we had before. Again, these are still subject to doing this in waves and see how it goes and subject to any additional state rules or restrictions in a few cases,\" Galanti said.Free food samples — another long-time favorite of Costco shoppers — will also be returning soon at 170 stores, Galanti confirmed.Even without its beloved food courts back to full operation, Costco crushed analyst estimates for the most recent quarter as shoppers continued stock up for work-for-home life amidst the pandemic. Worldwide customer store traffic rose an impressive 12.9%, and 11.9% in the U.S. alone. Costco's worldwide membership renewal rate remained relatively unchanged compared to last year at 88.4%.Here is how Costco performed versus Wall Street estimates for its fiscal third quarter:Net Sales: $45.3 billion vs. $43.5 billionSame-Store Sales: +20.6% vs. +16%Operating Profits: $1.66 billion vs. $1.41 billionDiluted EPS: $2.75 vs. $2.33Analysts stayed upbeat.\"Fiscal third quarter results reinforce our view that Costco is exiting COVID with a larger and higher quality member base that will support elevated compound returns for years to come,\" said Jefferies analyst Stephanie Wissink in a research note to clients.Wissink reiterated a Buy rating on Costco with a $445 price target.","news_type":1},"isVote":1,"tweetType":1,"viewCount":80,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":193900057,"gmtCreate":1620742667379,"gmtModify":1634196659536,"author":{"id":"3564307944903490","authorId":"3564307944903490","name":"wallence82","avatar":"https://static.tigerbbs.com/dea005ab03386f13fa25c505b9a3221a","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564307944903490","authorIdStr":"3564307944903490"},"themes":[],"htmlText":"Turn around for Nio","listText":"Turn around for Nio","text":"Turn around for Nio","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/193900057","repostId":"1132439806","repostType":4,"repost":{"id":"1132439806","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1620741447,"share":"https://www.laohu8.com/m/news/1132439806?lang=&edition=full","pubTime":"2021-05-11 21:57","market":"us","language":"en","title":"NIO is up 0.26%, it was down over 4% earlier","url":"https://stock-news.laohu8.com/highlight/detail?id=1132439806","media":"Tiger Newspress","summary":" NIO is up 0.26%, it was down over 4% earlier.Related: Don’t Look Now, but Nio Stock Is Becoming an Investment Not a Trade. Tesla dipped about 1%. Of note today, Tesla has halted plans to buy land to expand its Shanghai plant and now intends to limit the proportion of total output that comes from China, sources told Reuters. By the books, Tesla only sold 25,845 vehicles made in China during April, down from 35,478 units in March. China's Passenger Car Association reported total passenger car sal","content":"<p>(May 11)&nbsp;NIO is up 0.26%, it was down over 4% earlier.</p><p><a href=\"https://laohu8.com/NW/1153941496\" target=\"_blank\">Related: Don’t Look Now, but Nio Stock Is Becoming an Investment Not a Trade</a></p><p><img src=\"https://static.tigerbbs.com/7ecc5ac9637707ae0b0a767eb2eb6d08\" tg-width=\"1101\" tg-height=\"494\" referrerpolicy=\"no-referrer\">Tesla dipped&nbsp;about&nbsp;1%.&nbsp;Of note today, Tesla&nbsp;has halted plans to buy land to expand its Shanghai plant and now intends to limit the proportion of total output that comes from China,&nbsp;sources&nbsp;told Reuters. By the books, Tesla only sold 25,845 vehicles made in China during April, down from 35,478 units in March. China's Passenger Car Association reported total passenger car sales were down a disappointing 8.3% M/M in April to 1.61M units. The tally was still 12.4% higher than last year's mark.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO is up 0.26%, it was down over 4% earlier</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO is up 0.26%, it was down over 4% earlier\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-05-11 21:57</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(May 11)&nbsp;NIO is up 0.26%, it was down over 4% earlier.</p><p><a href=\"https://laohu8.com/NW/1153941496\" target=\"_blank\">Related: Don’t Look Now, but Nio Stock Is Becoming an Investment Not a Trade</a></p><p><img src=\"https://static.tigerbbs.com/7ecc5ac9637707ae0b0a767eb2eb6d08\" tg-width=\"1101\" tg-height=\"494\" referrerpolicy=\"no-referrer\">Tesla dipped&nbsp;about&nbsp;1%.&nbsp;Of note today, Tesla&nbsp;has halted plans to buy land to expand its Shanghai plant and now intends to limit the proportion of total output that comes from China,&nbsp;sources&nbsp;told Reuters. By the books, Tesla only sold 25,845 vehicles made in China during April, down from 35,478 units in March. China's Passenger Car Association reported total passenger car sales were down a disappointing 8.3% M/M in April to 1.61M units. The tally was still 12.4% higher than last year's mark.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132439806","content_text":"(May 11) NIO is up 0.26%, it was down over 4% earlier.Related: Don’t Look Now, but Nio Stock Is Becoming an Investment Not a TradeTesla dipped about 1%. Of note today, Tesla has halted plans to buy land to expand its Shanghai plant and now intends to limit the proportion of total output that comes from China, sources told Reuters. By the books, Tesla only sold 25,845 vehicles made in China during April, down from 35,478 units in March. China's Passenger Car Association reported total passenger car sales were down a disappointing 8.3% M/M in April to 1.61M units. The tally was still 12.4% higher than last year's mark.","news_type":1},"isVote":1,"tweetType":1,"viewCount":327,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":875514926,"gmtCreate":1637668701067,"gmtModify":1637668701266,"author":{"id":"3564307944903490","authorId":"3564307944903490","name":"wallence82","avatar":"https://static.tigerbbs.com/dea005ab03386f13fa25c505b9a3221a","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564307944903490","authorIdStr":"3564307944903490"},"themes":[],"htmlText":"Just keep buying Tesla","listText":"Just keep buying Tesla","text":"Just keep buying Tesla","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/875514926","repostId":"1165466420","repostType":2,"repost":{"id":"1165466420","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1637668030,"share":"https://www.laohu8.com/m/news/1165466420?lang=&edition=full","pubTime":"2021-11-23 19:47","market":"us","language":"en","title":"Tesla shares gained in premarket trading as the company had a backlog of over 1.2 million Cybertruck reservations worth over $80 billion","url":"https://stock-news.laohu8.com/highlight/detail?id=1165466420","media":"Tiger Newspress","summary":"Tesla shares gained in premarket trading as the company had a backlog of over 1.2 million Cybertruck reservations worth over $80 billion.Based on the latest tally, Tesla has a backlog of over 1.2 million Cybertruck reservations worth over $80 billion.But there’s still no production in sight.Tesla unveiled the Cybertruck almost two years ago to the day.The electric pickup truck was supposed to be in production already, but the automaker delayed the program as it focused on growing Model Y product","content":"<p>Tesla&nbsp;shares&nbsp;gained&nbsp;in&nbsp;premarket&nbsp;trading&nbsp;as&nbsp;the&nbsp;company&nbsp;had a backlog of over 1.2 million Cybertruck reservations worth over $80 billion.&nbsp;</p>\n<p><img src=\"https://static.tigerbbs.com/1e7342df0ead872b935b3a529400724e\" tg-width=\"879\" tg-height=\"642\" width=\"100%\" height=\"auto\"></p>\n<p>Based on the latest tally, Tesla has a backlog of over 1.2 million Cybertruck reservations worth over $80 billion.</p>\n<p>But there’s still no production in sight.</p>\n<p>Tesla unveiled the Cybertruck almost two years ago to the day.</p>\n<p>The electric pickup truck was supposed to be in production already, but the automaker delayed the program as it focused on growing Model Y production.</p>\n<p>Tesla’s best estimate now puts the start of Cybertruck production in late 2022.</p>\n<p>In the meantime, Tesla is still taking reservations for the electric pickup truck.</p>\n<p>The Cybertruck reservation program has been quite successful.</p>\n<p>CEO Elon Musk announced that&nbsp;Tesla received over 250,000 reservations for the Cybertruck&nbsp;within a week of unveiling the vehicle.</p>\n<p>Generally, Tesla receives a lot of reservations early after an unveiling, and then it tapers off — but that wasn’t the case with the Cybertruck.</p>\n<p>Even throughout the pandemic, sources told us that some&nbsp;Tesla stores were getting hundreds of Cybertruck reservations per week, and&nbsp;Cybertruck pre-orders even helped boost sales.</p>\n<p>The number was last updated in June 2020, and at that point,&nbsp;the number had risen to over 650,000 Cybertruck reservations.</p>\n<p>A crowdsourced Cybertruck reservation tally&nbsp;by the Cybertruck forum with over 28,000 entries put&nbsp;reservations at over 1 million&nbsp;back in May 2021.</p>\n<p>Now the tally estimates that Tesla has over 1,270,000 reservations for the electric pickup truck.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla shares gained in premarket trading as the company had a backlog of over 1.2 million Cybertruck reservations worth over $80 billion</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla shares gained in premarket trading as the company had a backlog of over 1.2 million Cybertruck reservations worth over $80 billion\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-11-23 19:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Tesla&nbsp;shares&nbsp;gained&nbsp;in&nbsp;premarket&nbsp;trading&nbsp;as&nbsp;the&nbsp;company&nbsp;had a backlog of over 1.2 million Cybertruck reservations worth over $80 billion.&nbsp;</p>\n<p><img src=\"https://static.tigerbbs.com/1e7342df0ead872b935b3a529400724e\" tg-width=\"879\" tg-height=\"642\" width=\"100%\" height=\"auto\"></p>\n<p>Based on the latest tally, Tesla has a backlog of over 1.2 million Cybertruck reservations worth over $80 billion.</p>\n<p>But there’s still no production in sight.</p>\n<p>Tesla unveiled the Cybertruck almost two years ago to the day.</p>\n<p>The electric pickup truck was supposed to be in production already, but the automaker delayed the program as it focused on growing Model Y production.</p>\n<p>Tesla’s best estimate now puts the start of Cybertruck production in late 2022.</p>\n<p>In the meantime, Tesla is still taking reservations for the electric pickup truck.</p>\n<p>The Cybertruck reservation program has been quite successful.</p>\n<p>CEO Elon Musk announced that&nbsp;Tesla received over 250,000 reservations for the Cybertruck&nbsp;within a week of unveiling the vehicle.</p>\n<p>Generally, Tesla receives a lot of reservations early after an unveiling, and then it tapers off — but that wasn’t the case with the Cybertruck.</p>\n<p>Even throughout the pandemic, sources told us that some&nbsp;Tesla stores were getting hundreds of Cybertruck reservations per week, and&nbsp;Cybertruck pre-orders even helped boost sales.</p>\n<p>The number was last updated in June 2020, and at that point,&nbsp;the number had risen to over 650,000 Cybertruck reservations.</p>\n<p>A crowdsourced Cybertruck reservation tally&nbsp;by the Cybertruck forum with over 28,000 entries put&nbsp;reservations at over 1 million&nbsp;back in May 2021.</p>\n<p>Now the tally estimates that Tesla has over 1,270,000 reservations for the electric pickup truck.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165466420","content_text":"Tesla shares gained in premarket trading as the company had a backlog of over 1.2 million Cybertruck reservations worth over $80 billion. \n\nBased on the latest tally, Tesla has a backlog of over 1.2 million Cybertruck reservations worth over $80 billion.\nBut there’s still no production in sight.\nTesla unveiled the Cybertruck almost two years ago to the day.\nThe electric pickup truck was supposed to be in production already, but the automaker delayed the program as it focused on growing Model Y production.\nTesla’s best estimate now puts the start of Cybertruck production in late 2022.\nIn the meantime, Tesla is still taking reservations for the electric pickup truck.\nThe Cybertruck reservation program has been quite successful.\nCEO Elon Musk announced that Tesla received over 250,000 reservations for the Cybertruck within a week of unveiling the vehicle.\nGenerally, Tesla receives a lot of reservations early after an unveiling, and then it tapers off — but that wasn’t the case with the Cybertruck.\nEven throughout the pandemic, sources told us that some Tesla stores were getting hundreds of Cybertruck reservations per week, and Cybertruck pre-orders even helped boost sales.\nThe number was last updated in June 2020, and at that point, the number had risen to over 650,000 Cybertruck reservations.\nA crowdsourced Cybertruck reservation tally by the Cybertruck forum with over 28,000 entries put reservations at over 1 million back in May 2021.\nNow the tally estimates that Tesla has over 1,270,000 reservations for the electric pickup truck.","news_type":1},"isVote":1,"tweetType":1,"viewCount":401,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":847832583,"gmtCreate":1636505315326,"gmtModify":1636505315531,"author":{"id":"3564307944903490","authorId":"3564307944903490","name":"wallence82","avatar":"https://static.tigerbbs.com/dea005ab03386f13fa25c505b9a3221a","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564307944903490","authorIdStr":"3564307944903490"},"themes":[],"htmlText":"Is time for Nio to rise back $60","listText":"Is time for Nio to rise back $60","text":"Is time for Nio to rise back $60","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/847832583","repostId":"2182086444","repostType":2,"isVote":1,"tweetType":1,"viewCount":317,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":842201113,"gmtCreate":1636176548002,"gmtModify":1636177005964,"author":{"id":"3564307944903490","authorId":"3564307944903490","name":"wallence82","avatar":"https://static.tigerbbs.com/dea005ab03386f13fa25c505b9a3221a","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564307944903490","authorIdStr":"3564307944903490"},"themes":[],"htmlText":"It's time to load up more shares","listText":"It's time to load up more shares","text":"It's time to load up more shares","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/842201113","repostId":"2181742831","repostType":2,"isVote":1,"tweetType":1,"viewCount":267,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":825321063,"gmtCreate":1634203092084,"gmtModify":1634203092205,"author":{"id":"3564307944903490","authorId":"3564307944903490","name":"wallence82","avatar":"https://static.tigerbbs.com/dea005ab03386f13fa25c505b9a3221a","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564307944903490","authorIdStr":"3564307944903490"},"themes":[],"htmlText":"I love SoFi","listText":"I love SoFi","text":"I love SoFi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/825321063","repostId":"1139633978","repostType":4,"repost":{"id":"1139633978","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1634201918,"share":"https://www.laohu8.com/m/news/1139633978?lang=&edition=full","pubTime":"2021-10-14 16:58","market":"us","language":"en","title":"SoFi stock rose 3.6% in premarket trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1139633978","media":"Tiger Newspress","summary":"SoFi stock rose 3.6% in premarket trading as Morgan Stanley initiated coverage of SoFi with an Overw","content":"<p>SoFi stock rose 3.6% in premarket trading&nbsp;as&nbsp;Morgan Stanley&nbsp;initiated coverage of SoFi with an Overweight (i.e. Buy) rating and $25 price target.</p>\n<p><img src=\"https://static.tigerbbs.com/07a5b9f3453324b84a0e3eff89ec6199\" tg-width=\"848\" tg-height=\"620\" width=\"100%\" height=\"auto\"></p>\n<p>The hardest part of consumer finance, according to Morgan Stanley’s&nbsp;Betsy Graseck, is lending. Outlining the bullish case for SoFi Technologies (<b>SOFI</b>), the company being a specialist in this specific segment is a major differentiator.</p>\n<p>“SoFi is unique,” says Graseck. “It is a challenger consumer finance company that is leading with lending; specifically refinancing a high yield student loan into a lower rate.”</p>\n<p>Lending is particularly difficult as it requires understanding of credit and demands a high level of customer service. But helping to solve a consumer’s cash flow issue and leaving them with more cash on tap, rewards with “higher customer loyalty.” This lending first model “generates customer leads for SoFi’s other services,” of which there are plenty.</p>\n<p>Graseck uses the case of a post grad professional – HENRY – a “High Earner, Not Rich Yet customer,” who represents SOFI’s current core customer but is on “everyone’s target customer list.”</p>\n<p>Getting HENRY a “higher cash flow post a student loan refi,” has impacted his life. Now HENRY is “receptive to cross-buy opportunities into SoFi’s growing Financial Services product set, particularly brokerage, card, and mortgage.”</p>\n<p>This is not just fiction, the data backs up the story. SoFi’s customers have been “ramping their cross buy,” and now make up 24% of SoFi’s total products.</p>\n<p>And after more than doubling the customer base over the past year from 1.2 million to 2.6 million, over the next two years, Graseck expects it to double again and reach 5.3 million. As the customer set doubles and SoFi “expands its product offerings,” the analyst believes Financial Services revenue growth will increase at a ~150% CAGR (compound annual growth rate) over the next 2 years.</p>\n<p>Adding to the bull case, the next 6 months could see two meaningful catalysts drive “faster revenue growth and positive revisions to management guidance.”</p>\n<p>First off, a surge in student loan volumes – a 70% increase, according to Graseck – should follow the expiration of the government’s student loan deferment program.</p>\n<p>Secondly, there’s the prospective approval of SoFi’s bank charter. “This alone could boost total revenues by ~10% in its first full year given benefits to NIM (net interest margin),” the analyst noted.</p>\n<p>Accordingly, Graseck initiated coverage of SoFi with an Overweight (i.e. Buy) rating and $25 price target. Investors could be pocketing gains of ~33%, should Graseck’s forecast hit the mark over the next 12 months.</p>\n<p>The rest of the Street is almost just as effusive, projecting 12-month returns of ~31%, given the average price target clocks in at $24.58. Barring 1 Hold, all 5 other recent reviews are to Buy, culminating in the stock’s Strong Buy consensus rating.</p>\n<p><img src=\"https://static.tigerbbs.com/f6c91925bf747fb093b6ec6942bde326\" tg-width=\"1207\" tg-height=\"613\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>SoFi stock rose 3.6% in premarket trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSoFi stock rose 3.6% in premarket trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-10-14 16:58</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>SoFi stock rose 3.6% in premarket trading&nbsp;as&nbsp;Morgan Stanley&nbsp;initiated coverage of SoFi with an Overweight (i.e. Buy) rating and $25 price target.</p>\n<p><img src=\"https://static.tigerbbs.com/07a5b9f3453324b84a0e3eff89ec6199\" tg-width=\"848\" tg-height=\"620\" width=\"100%\" height=\"auto\"></p>\n<p>The hardest part of consumer finance, according to Morgan Stanley’s&nbsp;Betsy Graseck, is lending. Outlining the bullish case for SoFi Technologies (<b>SOFI</b>), the company being a specialist in this specific segment is a major differentiator.</p>\n<p>“SoFi is unique,” says Graseck. “It is a challenger consumer finance company that is leading with lending; specifically refinancing a high yield student loan into a lower rate.”</p>\n<p>Lending is particularly difficult as it requires understanding of credit and demands a high level of customer service. But helping to solve a consumer’s cash flow issue and leaving them with more cash on tap, rewards with “higher customer loyalty.” This lending first model “generates customer leads for SoFi’s other services,” of which there are plenty.</p>\n<p>Graseck uses the case of a post grad professional – HENRY – a “High Earner, Not Rich Yet customer,” who represents SOFI’s current core customer but is on “everyone’s target customer list.”</p>\n<p>Getting HENRY a “higher cash flow post a student loan refi,” has impacted his life. Now HENRY is “receptive to cross-buy opportunities into SoFi’s growing Financial Services product set, particularly brokerage, card, and mortgage.”</p>\n<p>This is not just fiction, the data backs up the story. SoFi’s customers have been “ramping their cross buy,” and now make up 24% of SoFi’s total products.</p>\n<p>And after more than doubling the customer base over the past year from 1.2 million to 2.6 million, over the next two years, Graseck expects it to double again and reach 5.3 million. As the customer set doubles and SoFi “expands its product offerings,” the analyst believes Financial Services revenue growth will increase at a ~150% CAGR (compound annual growth rate) over the next 2 years.</p>\n<p>Adding to the bull case, the next 6 months could see two meaningful catalysts drive “faster revenue growth and positive revisions to management guidance.”</p>\n<p>First off, a surge in student loan volumes – a 70% increase, according to Graseck – should follow the expiration of the government’s student loan deferment program.</p>\n<p>Secondly, there’s the prospective approval of SoFi’s bank charter. “This alone could boost total revenues by ~10% in its first full year given benefits to NIM (net interest margin),” the analyst noted.</p>\n<p>Accordingly, Graseck initiated coverage of SoFi with an Overweight (i.e. Buy) rating and $25 price target. Investors could be pocketing gains of ~33%, should Graseck’s forecast hit the mark over the next 12 months.</p>\n<p>The rest of the Street is almost just as effusive, projecting 12-month returns of ~31%, given the average price target clocks in at $24.58. Barring 1 Hold, all 5 other recent reviews are to Buy, culminating in the stock’s Strong Buy consensus rating.</p>\n<p><img src=\"https://static.tigerbbs.com/f6c91925bf747fb093b6ec6942bde326\" tg-width=\"1207\" tg-height=\"613\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SOFI":"SoFi Technologies Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139633978","content_text":"SoFi stock rose 3.6% in premarket trading as Morgan Stanley initiated coverage of SoFi with an Overweight (i.e. Buy) rating and $25 price target.\n\nThe hardest part of consumer finance, according to Morgan Stanley’s Betsy Graseck, is lending. Outlining the bullish case for SoFi Technologies (SOFI), the company being a specialist in this specific segment is a major differentiator.\n“SoFi is unique,” says Graseck. “It is a challenger consumer finance company that is leading with lending; specifically refinancing a high yield student loan into a lower rate.”\nLending is particularly difficult as it requires understanding of credit and demands a high level of customer service. But helping to solve a consumer’s cash flow issue and leaving them with more cash on tap, rewards with “higher customer loyalty.” This lending first model “generates customer leads for SoFi’s other services,” of which there are plenty.\nGraseck uses the case of a post grad professional – HENRY – a “High Earner, Not Rich Yet customer,” who represents SOFI’s current core customer but is on “everyone’s target customer list.”\nGetting HENRY a “higher cash flow post a student loan refi,” has impacted his life. Now HENRY is “receptive to cross-buy opportunities into SoFi’s growing Financial Services product set, particularly brokerage, card, and mortgage.”\nThis is not just fiction, the data backs up the story. SoFi’s customers have been “ramping their cross buy,” and now make up 24% of SoFi’s total products.\nAnd after more than doubling the customer base over the past year from 1.2 million to 2.6 million, over the next two years, Graseck expects it to double again and reach 5.3 million. As the customer set doubles and SoFi “expands its product offerings,” the analyst believes Financial Services revenue growth will increase at a ~150% CAGR (compound annual growth rate) over the next 2 years.\nAdding to the bull case, the next 6 months could see two meaningful catalysts drive “faster revenue growth and positive revisions to management guidance.”\nFirst off, a surge in student loan volumes – a 70% increase, according to Graseck – should follow the expiration of the government’s student loan deferment program.\nSecondly, there’s the prospective approval of SoFi’s bank charter. “This alone could boost total revenues by ~10% in its first full year given benefits to NIM (net interest margin),” the analyst noted.\nAccordingly, Graseck initiated coverage of SoFi with an Overweight (i.e. Buy) rating and $25 price target. Investors could be pocketing gains of ~33%, should Graseck’s forecast hit the mark over the next 12 months.\nThe rest of the Street is almost just as effusive, projecting 12-month returns of ~31%, given the average price target clocks in at $24.58. Barring 1 Hold, all 5 other recent reviews are to Buy, culminating in the stock’s Strong Buy consensus rating.","news_type":1},"isVote":1,"tweetType":1,"viewCount":440,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}