osx86mac的个人主页 - 老虎社区

osx86mac

osx86mac

暂无个人介绍

IP属地：未知

3关注

0粉丝

0主题

0勋章

2021-06-16

$Orphazyme A/S(ORPH)$omg. Let go too soon

2021-06-18

Like and comment

抱歉，原内容已删除

2021-06-18

Like and comment

Alibaba Stock: The Bottoming Process Looks To Be Forming Already

2021-06-18

Like and comment pl

抱歉，原内容已删除

2021-06-17

Who’s gonna crash it??

Toplines Before US Market Open on Thursday

2021-06-17

Nice

抱歉，原内容已删除

2021-06-17

Good read.

抱歉，原内容已删除

2021-06-16

Whats gonna happen

The Fed Should Talk About Tapering. Here’s What Could Happen to the Stock Market.

2021-06-16

Interesting

Here's a complete trader playbook for every outcome from the key Fed meeting

2021-06-16

looks promising

Tesla Bulls Look for Stock Catalysts. They Found Three.

2021-06-16

Still in time to invest?

抱歉，原内容已删除

2021-06-15

Nice to read

Here's a complete trader playbook for every outcome from the key Fed meeting

2021-06-15

Woohoo. Shooting up

抱歉，原内容已删除

2021-06-15

[Happy]

抱歉，原内容已删除

2021-06-15

👍🏻

抱歉，原内容已删除

2021-06-15

Good to invest in corsair

Corsair Surges Amid Meme Rally; Jim Cramer Warns on High-Level Sellers

2021-06-15

Is this worth buying?

抱歉，原内容已删除

2021-06-15

Wow

抱歉，原内容已删除

2021-06-15

Is it worth buying apple now?

抱歉，原内容已删除

2021-06-15

Nice

抱歉，原内容已删除

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"3586341271268116","uuid":"3586341271268116","gmtCreate":1623247277471,"gmtModify":1623683742096,"name":"osx86mac","pinyin":"osx86mac","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.tigerbbs.com/a73b57dcfb48055b542896bf8361cde6","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":0,"headSize":3,"tweetSize":21,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖（非转发）","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":1,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":2,"crmLevelSwitch":0,"location":"未知","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":163976580,"gmtCreate":1623858730040,"gmtModify":1631885132156,"author":{"id":"3586341271268116","authorId":"3586341271268116","name":"osx86mac","avatar":"https://static.tigerbbs.com/a73b57dcfb48055b542896bf8361cde6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586341271268116","idStr":"3586341271268116"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ORPH\">$Orphazyme A/S(ORPH)$</a>omg. Let go too soon","listText":"<a href=\"https://laohu8.com/S/ORPH\">$Orphazyme A/S(ORPH)$</a>omg. Let go too soon","text":"$Orphazyme A/S(ORPH)$omg. Let go too soon","images":[],"top":2,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/163976580","isVote":1,"tweetType":1,"viewCount":536,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":168517278,"gmtCreate":1623978614394,"gmtModify":1634024889318,"author":{"id":"3586341271268116","authorId":"3586341271268116","name":"osx86mac","avatar":"https://static.tigerbbs.com/a73b57dcfb48055b542896bf8361cde6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586341271268116","idStr":"3586341271268116"},"themes":[],"htmlText":"Like and comment","listText":"Like and comment","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/168517278","repostId":"2144495197","repostType":4,"isVote":1,"tweetType":1,"viewCount":452,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":168515657,"gmtCreate":1623978578579,"gmtModify":1634024891329,"author":{"id":"3586341271268116","authorId":"3586341271268116","name":"osx86mac","avatar":"https://static.tigerbbs.com/a73b57dcfb48055b542896bf8361cde6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586341271268116","idStr":"3586341271268116"},"themes":[],"htmlText":"Like and comment","listText":"Like and comment","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/168515657","repostId":"1175693382","repostType":4,"repost":{"id":"1175693382","kind":"news","pubTimestamp":1623978463,"share":"https://www.laohu8.com/m/news/1175693382?lang=&edition=full","pubTime":"2021-06-18 09:07","market":"hk","language":"en","title":"Alibaba Stock: The Bottoming Process Looks To Be Forming Already","url":"https://stock-news.laohu8.com/highlight/detail?id=1175693382","media":"seekingalpha","summary":"Alibaba is probably the most undervalued growth stock right now.The company’s multiple growth drivers within a rapidly expanding market made its valuations look even more baffling.The short term technical picture may be turning bullish with a potential double bottom price action signal.When we take things into clearer perspective by comparing China’s growth rate and size of its market to that of the U.S. e-commerce market, we could see the huge differences in their sizes and growth rates as the ","content":"<p><b>Summary</b></p>\n<ul>\n <li>Alibaba is probably the most undervalued growth stock right now.</li>\n <li>The company’s multiple growth drivers within a rapidly expanding market made its valuations look even more baffling.</li>\n <li>The short term technical picture may be turning bullish with a potential double bottom price action signal.</li>\n <li>We discuss the company’s multiple growth drivers and let investors judge for themselves.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/05e63c77d4f3f3dc3d618e43044638bb\" tg-width=\"768\" tg-height=\"512\"><span>Yongyuan Dai/iStock Unreleased via Getty Images</span></p>\n<p><b>The Technical Thesis</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7febf6ed056b0e3bc038321cdaad9b1c\" tg-width=\"1280\" tg-height=\"782\"><span>Source: TradingView</span></p>\n<p>Alibaba’s&nbsp;stock price has endured a terrible 8 months ever since its Ant Financial IPO was pulled in early Nov 20, with the stock languishing in the doldrums 34% off its high. When considering the health of its long term uptrend, it’s clear that BABA has a relatively strong uptrend bias and has generally been well supported along its key 50W MA. The only other time in the last 4 years that it lost its key 50W MA support level was during the 2018 bear market where BABA dropped about 40%, but was still well supported above the important 200W MA, which we usually consider as the “last line of defense”. Right now BABA is somewhat facing a similar situation again: down 34%, lost the 50W MA, but looks to be well supported above the 200W MA. In addition to that, one interesting observation in price action analysis may lead price action traders/investors to be especially bullish: a potential double bottom formation. BABA's price is seemingly going through a double bottom like it did during the 2018 bear market before it rallied strongly thereafter. As a result, BABA’s current level may offer a possible technical buy entry point now.</p>\n<p><b>BABA's Fundamental Thesis: Rapidly Expanding Growth Drivers</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eba49f5881708929949c30628eedc5d4\" tg-width=\"934\" tg-height=\"578\"><span>Annual GMV. Data source: Company filings</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a4d6c4ed3e2402f5af52b2dea8bab411\" tg-width=\"836\" tg-height=\"517\"><span>Annual e-commerce revenue. Data source: Company filings</span></p>\n<p>BABA’s GMV grew from 1.68T yuan to 7.49T yuan in just a matter of 7 years, which represented a CAGR of 23.8%, a truly amazing growth rate. We also saw its GMV growth being converted into revenue growth as its China commerce revenue grew from 7.67B yuan to 473.68B yuan, at a CAGR of 51% over the last 10 years. While its international footprint remains considerably smaller, it still grew at a CAGR of 30.42% over the last 10 years, which was by no means slow.</p>\n<p>Even though China’s e-commerce market is expected to grow considerably slower at a CAGR of 12.4% over the next three years, from 13.8T yuan, equivalent to $2.16T in 2021 to 19.6T yuan,equivalent to $3.06T by 2024, the massive size of the market still offers tremendous upside potential for BABA and its closest competitors to grow into.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ffe2dee43f267e1d1399c68e3ca60f36\" tg-width=\"600\" tg-height=\"371\"><span>E-commerce revenue in the U.S. Data source: Statista</span></p>\n<p>When we take things into clearer perspective by comparing China’s growth rate and size of its market to that of the U.S. e-commerce market, we could see the huge differences in their sizes and growth rates as the U.S. e-commerce market is only expected to grow at a CAGR of 4.67% from 2021 to 2025, which is significantly slower than China’s 12.4%. In addition, the U.S. market is also expected to reach about $563B in total revenue, which is 18% of what the China market is expected to be worth by then.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0d5a8d0d8a6a2dcdf667a6f33c6c9771\" tg-width=\"1280\" tg-height=\"702\"><span>Peers EBIT Margin and Projected EBIT Margin. Data source: S&amp;P Capital IQ</span></p>\n<p>Even though Alibaba has been facing increased competitive pressures from its fast growing key competitors: JD.com(NASDAQ:JD)and Pinduoduo(NASDAQ:PDD), BABA has already been operating a much more profitable business (both EBIT and FCF), and is expected to continue delivering strong profitability moving forward, which should give the company tremendous flexibility to compete head on with JD and PDD in its quest to extend its leadership. Investors may observe that BABA’s EBIT margin was affected by the one-off administrative penalty of $2,782M that was reflected in its SG&amp;A, and therefore skewed its EBIT margin to the downside.</p>\n<p>One important move was the company’s decision to further its investment in the Community Marketplace, which is PDD’s main e-commerce strategy that saw PDD gain a total of&nbsp;823M AAC&nbsp;in its latest quarter as compared to BABA’s 891M AAC. PDD’s AAC growth is truly phenomenal considering it had only&nbsp;100M AAC in Q2’C17&nbsp;as compared to BABA’s 466M AAC in the same period.</p>\n<p>Therefore, the momentum of growth has surely swung over to the Community Marketplace segment and BABA would need to pull out its big guns (which it has) to compete for dominance with PDD and JD.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3b83b69b08b1f4b11a26393c8e6eead5\" tg-width=\"600\" tg-height=\"371\"><span>Market size of community group buying in China. Data source: iiMedia Research</span></p>\n<p>Even though the expected total market size of 102B yuan by 2022 represented only about 21.5% of BABA’s FY 21 China commerce revenue, the expected rapid CAGR of 44.22% over 3 years from 2019 to 2022 cannot be missed by BABA. Although the market is still relatively small, BABA cannot allow the current leader in this market: PDD to so easily dominate and gobble up the early high growth rates at the ignorance of everyone else. Certainly BABA must compete and fight for its place in this segment and strive for early leadership to prevent PDD from extending its lead.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b97b2b4a8a182dc9846d8fb7e4039877\" tg-width=\"1280\" tg-height=\"770\"><span>PDD profitability metrics &amp; revenue growth forecast. Data source: S&amp;P Capital IQ</span></p>\n<p>We could observe from the above chart that PDD is expected to continue growing its revenue rapidly over the next few years, even though they are expected to normalize subsequently. More importantly, PDD is also expected to increasingly improve its EBIT and FCF profitability moving forward. This shows that the Community Marketplace segment is an highly important growth driver that BABA must use its strength to exploit in order to deny PDD’s claim to undisputed leadership so early on in the game.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3aadc32155b4108426a1a982e3b5b1c2\" tg-width=\"640\" tg-height=\"360\"><span>China public cloud spending. Source:China Internet Watch; Canalys</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1c1538b9f7bdc8d6d35a72d9acf8ecbc\" tg-width=\"600\" tg-height=\"371\"><span>Size of China public cloud market. Data source: CAICT; Sina.com.cn</span></p>\n<p>BABA has a 40% share in China’s public cloud market, way ahead of its key competitors. However, it’s important to note that despite this leadership, BABA is still in heavy investment mode to continue growing its market share as China’s public cloud market is expected to grow from 26.48B yuan in 2017 to 230.74B yuan by 2023, which would represent a CAGR of 43.4%, an incredibly stellar growth rate. This is especially clear when we compare China’s growth rate to the worldwide growth rate (see below) as public cloud spending worldwide is expected to grow from $145B in 2017 to $397B by 2022, that would represent a CAGR of 22.3%.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/06198c569504bc303c34563041dfb294\" tg-width=\"600\" tg-height=\"371\"><span>Worldwide public cloud spending. Data source: Gartner</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8482037f60575f964053ab732496bee3\" tg-width=\"1176\" tg-height=\"700\"><span>Worldwide public cloud market share. Source:CnTechPost; Gartner</span></p>\n<p>Therefore, I don’t find it surprising that Ali Cloud has continued to extend its lead over Alphabet’s(NASDAQ:GOOGL)(NASDAQ:GOOG)GCP with a market share of 9.5% in 2020. While AMZN remains the clear leader in the market, its market share has been coming down considerably as public cloud spending continues to expand, indicating that there is a huge potential for growth for multiple players to exist. With BABA’s leadership in the rapidly expanding Chinese market, I’m increasingly bullish on the future profit and FCF contribution from this segment to BABA’s performance over time. Although BABA’s cloud segment has not been EBIT profitable yet (FY 21 EBIT margin: -15%, FY 20 EBIT margin: -17.5%), it’s also useful to note that GCP has also not been profitable for Alphabet as well (FY 20 EBIT margin: -42.9%, FY 19 EBIT margin: -52%). Therefore, we need to give BABA some time to scale up its cloud services in APAC and in China where it is expected to have stronger leadership to allow it to grow faster and investors should expect this to be a highly profitable segment over time.</p>\n<p><b>BABA's Valuations Look Highly Compelling</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/62a087c4b3ef7efc2c5dde813e3b959d\" tg-width=\"1000\" tg-height=\"600\"><span>NTM TEV / EBIT 3Y range.</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2605c0e5ad364a7a43929fef204595c\" tg-width=\"1280\" tg-height=\"687\"><span>EV / Fwd EBIT and EV / Fwd Rev trend. Data source: S&amp;P Capital IQ</span></p>\n<p>When we consider BABA's TEV / EBIT historical range, where the 3Y mean read 33.54x, BABA’s EV / Fwd EBIT trend certainly imply a hugely undervalued stock as BABA is still expected to grow its revenue and operating profits rapidly. However, as we wanted to obtain greater clarity over how its counterparts are also valued, we thought it would be useful if we value BABA’s EBIT over a set of benchmark companies that is presented below.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d27873e676dfb23c98d4a69aa5861e02\" tg-width=\"1280\" tg-height=\"1117\"><span>Peers EV / EBIT Valuations. Data source: S&amp;P Capital IQ</span></p>\n<p>By using a blend of historical and forward EBIT, we could see that BABA’s EV / EBIT really looks undervalued when compared to the median value of the set of observed values from the benchmark companies. We derived a fair value range for BABA of $294.98 at the midpoint of the range, that represented a potential upside of 40.5% based on the current stock price of $210.</p>\n<p><b>Risks to Assumptions</b></p>\n<p>Now, it’s obviously baffling to watch how Mr. Market has decided to discount BABA to such an extent as if the company has lost all its key sources of growth, when in fact there is still so much potential upside coming from its commerce segment, the new marketplace initiatives and its growing Ali Cloud segment, among others. The main realistic reason that we identified for the stock's underperformance would simply be regulatory risk. We think investors should acknowledge that this risk is very real and at times huge Chinese companies have found themselves to be subjected to extra scrutiny (which is nothing new in fact) by the Chinese government. What’s critical here is that the Chinese government seemingly has significant clout over the behavior and actions of their tech behemoths that at times may be largely unpredictable. The market certainly hates unpredictability and therefore they may have significantly discounted BABA as a result of that. If investors are not able to handle uncertainty with regard to potentially unpredictable regulatory actions and their aftermath, then BABA may not be appropriate for you. However, if you believe that this is just a blip in BABA’s long journey, then you would surely find BABA's valuations extremely attractive right now, coupled with a long term mindset.</p>\n<p><b>Wrapping It All Up</b></p>\n<p>Alibaba has continued to deliver solid results that demonstrated the strong capability of the company to execute well. As the company continues to operate within a market with so many growth drivers that are expected to drive the company’s future growth, investors should find the current valuations highly attractive.</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>Alibaba Stock: The Bottoming Process Looks To Be Forming Already</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\">\nAlibaba Stock: The Bottoming Process Looks To Be Forming Already\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-18 09:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4435297-alibaba-stock-bottoming-process-forming-buy-now><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nAlibaba is probably the most undervalued growth stock right now.\nThe company’s multiple growth drivers within a rapidly expanding market made its valuations look even more baffling.\nThe short...</p>\n\n<a href=\"https://seekingalpha.com/article/4435297-alibaba-stock-bottoming-process-forming-buy-now\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4435297-alibaba-stock-bottoming-process-forming-buy-now","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175693382","content_text":"Summary\n\nAlibaba is probably the most undervalued growth stock right now.\nThe company’s multiple growth drivers within a rapidly expanding market made its valuations look even more baffling.\nThe short term technical picture may be turning bullish with a potential double bottom price action signal.\nWe discuss the company’s multiple growth drivers and let investors judge for themselves.\n\nYongyuan Dai/iStock Unreleased via Getty Images\nThe Technical Thesis\nSource: TradingView\nAlibaba’s stock price has endured a terrible 8 months ever since its Ant Financial IPO was pulled in early Nov 20, with the stock languishing in the doldrums 34% off its high. When considering the health of its long term uptrend, it’s clear that BABA has a relatively strong uptrend bias and has generally been well supported along its key 50W MA. The only other time in the last 4 years that it lost its key 50W MA support level was during the 2018 bear market where BABA dropped about 40%, but was still well supported above the important 200W MA, which we usually consider as the “last line of defense”. Right now BABA is somewhat facing a similar situation again: down 34%, lost the 50W MA, but looks to be well supported above the 200W MA. In addition to that, one interesting observation in price action analysis may lead price action traders/investors to be especially bullish: a potential double bottom formation. BABA's price is seemingly going through a double bottom like it did during the 2018 bear market before it rallied strongly thereafter. As a result, BABA’s current level may offer a possible technical buy entry point now.\nBABA's Fundamental Thesis: Rapidly Expanding Growth Drivers\nAnnual GMV. Data source: Company filings\nAnnual e-commerce revenue. Data source: Company filings\nBABA’s GMV grew from 1.68T yuan to 7.49T yuan in just a matter of 7 years, which represented a CAGR of 23.8%, a truly amazing growth rate. We also saw its GMV growth being converted into revenue growth as its China commerce revenue grew from 7.67B yuan to 473.68B yuan, at a CAGR of 51% over the last 10 years. While its international footprint remains considerably smaller, it still grew at a CAGR of 30.42% over the last 10 years, which was by no means slow.\nEven though China’s e-commerce market is expected to grow considerably slower at a CAGR of 12.4% over the next three years, from 13.8T yuan, equivalent to $2.16T in 2021 to 19.6T yuan,equivalent to $3.06T by 2024, the massive size of the market still offers tremendous upside potential for BABA and its closest competitors to grow into.\nE-commerce revenue in the U.S. Data source: Statista\nWhen we take things into clearer perspective by comparing China’s growth rate and size of its market to that of the U.S. e-commerce market, we could see the huge differences in their sizes and growth rates as the U.S. e-commerce market is only expected to grow at a CAGR of 4.67% from 2021 to 2025, which is significantly slower than China’s 12.4%. In addition, the U.S. market is also expected to reach about $563B in total revenue, which is 18% of what the China market is expected to be worth by then.\nPeers EBIT Margin and Projected EBIT Margin. Data source: S&P Capital IQ\nEven though Alibaba has been facing increased competitive pressures from its fast growing key competitors: JD.com(NASDAQ:JD)and Pinduoduo(NASDAQ:PDD), BABA has already been operating a much more profitable business (both EBIT and FCF), and is expected to continue delivering strong profitability moving forward, which should give the company tremendous flexibility to compete head on with JD and PDD in its quest to extend its leadership. Investors may observe that BABA’s EBIT margin was affected by the one-off administrative penalty of $2,782M that was reflected in its SG&A, and therefore skewed its EBIT margin to the downside.\nOne important move was the company’s decision to further its investment in the Community Marketplace, which is PDD’s main e-commerce strategy that saw PDD gain a total of 823M AAC in its latest quarter as compared to BABA’s 891M AAC. PDD’s AAC growth is truly phenomenal considering it had only 100M AAC in Q2’C17 as compared to BABA’s 466M AAC in the same period.\nTherefore, the momentum of growth has surely swung over to the Community Marketplace segment and BABA would need to pull out its big guns (which it has) to compete for dominance with PDD and JD.\nMarket size of community group buying in China. Data source: iiMedia Research\nEven though the expected total market size of 102B yuan by 2022 represented only about 21.5% of BABA’s FY 21 China commerce revenue, the expected rapid CAGR of 44.22% over 3 years from 2019 to 2022 cannot be missed by BABA. Although the market is still relatively small, BABA cannot allow the current leader in this market: PDD to so easily dominate and gobble up the early high growth rates at the ignorance of everyone else. Certainly BABA must compete and fight for its place in this segment and strive for early leadership to prevent PDD from extending its lead.\nPDD profitability metrics & revenue growth forecast. Data source: S&P Capital IQ\nWe could observe from the above chart that PDD is expected to continue growing its revenue rapidly over the next few years, even though they are expected to normalize subsequently. More importantly, PDD is also expected to increasingly improve its EBIT and FCF profitability moving forward. This shows that the Community Marketplace segment is an highly important growth driver that BABA must use its strength to exploit in order to deny PDD’s claim to undisputed leadership so early on in the game.\nChina public cloud spending. Source:China Internet Watch; Canalys\nSize of China public cloud market. Data source: CAICT; Sina.com.cn\nBABA has a 40% share in China’s public cloud market, way ahead of its key competitors. However, it’s important to note that despite this leadership, BABA is still in heavy investment mode to continue growing its market share as China’s public cloud market is expected to grow from 26.48B yuan in 2017 to 230.74B yuan by 2023, which would represent a CAGR of 43.4%, an incredibly stellar growth rate. This is especially clear when we compare China’s growth rate to the worldwide growth rate (see below) as public cloud spending worldwide is expected to grow from $145B in 2017 to $397B by 2022, that would represent a CAGR of 22.3%.\nWorldwide public cloud spending. Data source: Gartner\nWorldwide public cloud market share. Source:CnTechPost; Gartner\nTherefore, I don’t find it surprising that Ali Cloud has continued to extend its lead over Alphabet’s(NASDAQ:GOOGL)(NASDAQ:GOOG)GCP with a market share of 9.5% in 2020. While AMZN remains the clear leader in the market, its market share has been coming down considerably as public cloud spending continues to expand, indicating that there is a huge potential for growth for multiple players to exist. With BABA’s leadership in the rapidly expanding Chinese market, I’m increasingly bullish on the future profit and FCF contribution from this segment to BABA’s performance over time. Although BABA’s cloud segment has not been EBIT profitable yet (FY 21 EBIT margin: -15%, FY 20 EBIT margin: -17.5%), it’s also useful to note that GCP has also not been profitable for Alphabet as well (FY 20 EBIT margin: -42.9%, FY 19 EBIT margin: -52%). Therefore, we need to give BABA some time to scale up its cloud services in APAC and in China where it is expected to have stronger leadership to allow it to grow faster and investors should expect this to be a highly profitable segment over time.\nBABA's Valuations Look Highly Compelling\nNTM TEV / EBIT 3Y range.\nEV / Fwd EBIT and EV / Fwd Rev trend. Data source: S&P Capital IQ\nWhen we consider BABA's TEV / EBIT historical range, where the 3Y mean read 33.54x, BABA’s EV / Fwd EBIT trend certainly imply a hugely undervalued stock as BABA is still expected to grow its revenue and operating profits rapidly. However, as we wanted to obtain greater clarity over how its counterparts are also valued, we thought it would be useful if we value BABA’s EBIT over a set of benchmark companies that is presented below.\nPeers EV / EBIT Valuations. Data source: S&P Capital IQ\nBy using a blend of historical and forward EBIT, we could see that BABA’s EV / EBIT really looks undervalued when compared to the median value of the set of observed values from the benchmark companies. We derived a fair value range for BABA of $294.98 at the midpoint of the range, that represented a potential upside of 40.5% based on the current stock price of $210.\nRisks to Assumptions\nNow, it’s obviously baffling to watch how Mr. Market has decided to discount BABA to such an extent as if the company has lost all its key sources of growth, when in fact there is still so much potential upside coming from its commerce segment, the new marketplace initiatives and its growing Ali Cloud segment, among others. The main realistic reason that we identified for the stock's underperformance would simply be regulatory risk. We think investors should acknowledge that this risk is very real and at times huge Chinese companies have found themselves to be subjected to extra scrutiny (which is nothing new in fact) by the Chinese government. What’s critical here is that the Chinese government seemingly has significant clout over the behavior and actions of their tech behemoths that at times may be largely unpredictable. The market certainly hates unpredictability and therefore they may have significantly discounted BABA as a result of that. If investors are not able to handle uncertainty with regard to potentially unpredictable regulatory actions and their aftermath, then BABA may not be appropriate for you. However, if you believe that this is just a blip in BABA’s long journey, then you would surely find BABA's valuations extremely attractive right now, coupled with a long term mindset.\nWrapping It All Up\nAlibaba has continued to deliver solid results that demonstrated the strong capability of the company to execute well. As the company continues to operate within a market with so many growth drivers that are expected to drive the company’s future growth, investors should find the current valuations highly attractive.","news_type":1},"isVote":1,"tweetType":1,"viewCount":276,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":168512675,"gmtCreate":1623978543997,"gmtModify":1634024892466,"author":{"id":"3586341271268116","authorId":"3586341271268116","name":"osx86mac","avatar":"https://static.tigerbbs.com/a73b57dcfb48055b542896bf8361cde6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586341271268116","idStr":"3586341271268116"},"themes":[],"htmlText":"Like and comment pl","listText":"Like and comment pl","text":"Like and comment pl","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/168512675","repostId":"2144286417","repostType":4,"isVote":1,"tweetType":1,"viewCount":267,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":161590127,"gmtCreate":1623933126869,"gmtModify":1634025716987,"author":{"id":"3586341271268116","authorId":"3586341271268116","name":"osx86mac","avatar":"https://static.tigerbbs.com/a73b57dcfb48055b542896bf8361cde6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586341271268116","idStr":"3586341271268116"},"themes":[],"htmlText":"Who’s&nbsp;gonna crash it??","listText":"Who’s&nbsp;gonna crash it??","text":"Who’s gonna crash it??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/161590127","repostId":"1185082331","repostType":4,"repost":{"id":"1185082331","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":1623931553,"share":"https://www.laohu8.com/m/news/1185082331?lang=&edition=full","pubTime":"2021-06-17 20:05","market":"us","language":"en","title":"Toplines Before US Market Open on Thursday","url":"https://stock-news.laohu8.com/highlight/detail?id=1185082331","media":"Tiger Newspress","summary":"Technology stocks were set to lead Wall Street lower on Thursday after the Federal Reserve signaled ","content":"<p>Technology stocks were set to lead Wall Street lower on Thursday after the Federal Reserve signaled it could start tapering its massive stimulus earlier than expected, piling pressure on a sector that is seen as vulnerable to higher interest rates.</p>\n<p>At 8:05 a.m. ET, Dow E-minis were down 61 points, or 0.18%, S&amp;P 500 E-minis were down 9.5 points, or 0.23% and Nasdaq 100 E-minis fell 52.75 points, or 0.38%.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5c87220b14c23fa1ef2d424bd7883caf\" tg-width=\"584\" tg-height=\"215\"><span>*Source From Tiger Trade, EST 08:05</span></p>\n<p>Powell said progress toward the Fed's dual employment and inflation goals were happening somewhat faster than expected. Central bankers raised their GDP expectations for this year to 7% from 6.5% previously. </p>\n<p>Their unemployment rate estimate remained unchanged at 4.5%. In further evidence that the resumption of business activity has helped get people back to work, the government's latest initial jobless claims total is expected to drop to a new pandemic low of 360,000 for last week. </p>\n<p>The report is issued at 8:30 a.m. ET Thursday. Two weeks ago, new filings for unemployment benefits went below 400,000 for the first time since March 2020.</p>\n<p><b>Stocks making the biggest moves in the premarket:</b></p>\n<p><b>CureVac(CVAC)</b> – CureVac shares plunged 46.2% in the premarket after the German drugmaker reported disappointing results from a study of its experimental Covid-19 vaccine. The treatment was 47% effective in a clinical trial, compared to more than 90% for other mRNA-based vaccines fromModerna(MRNA) andPfizer(PFE).</p>\n<p><b>Novavax(NVAX),BioNTech(BNTX)</b> – On the heels of the CureVac news, Novavax added 3.4% in the premarket while BioNTech rose 2.6%. BioNTech's Covid vaccine – developed in partnership with Pfizer – is already approved for use in the US, while Novavax reported 90% efficacy for its vaccine in a recent study.</p>\n<p><b>The Honest Company(HNST)</b> – The household products maker reported a wider-than-expected loss in its first quarter as a public company, although revenue was better than analysts had anticipated. Sales got a boost from pandemic-induced demand for sanitizing products. The stock tumbled 8.3% in premarket trading.</p>\n<p><b>Tenet Healthcare(THC)</b> – The hospital operator's shares jumped 3.5% in the premarket, after it announced the sale of five hospitals and associated physician practices in Florida to Steward Health Care for about $1.1 billion.</p>\n<p><b>Lennar(LEN)</b> – Lennar earned $2.65 per share for its latest quarter, beating the $2.36 a share consensus estimate. Revenue topped forecasts as well. The home builder is dealing with higher input costs and a labor shortage, but the lack of homes for sale in the U.S. helped push prices higher and expand Lennar's profit margins significantly over a year earlier.</p>\n<p><b>Dell Technologies(DELL)</b> – Dell was chosen byDish Network(DISH) to build key parts of the 5G network the satellite TV operator is building in the United States. Dish will launch 5G service in Las Vegas later this year and plans to cover 70% of the U.S. with its network by mid-2023.</p>\n<p><b>Fisker(FSR)</b> – Fisker shares added 2.8% in the premarket after the electric vehicle maker signed a long-term manufacturing agreement withMagna International(MGA). Magna will build the Fisker Ocean electric SUV starting in November 2022.</p>\n<p><b>Aon(AON)</b>,Willis Towers Watson(WLTW) – The U.S. Justice Department sued to block insurance company Aon's deal to buy consulting firm Willis Towers Watson for $35 billion. The department said the combinationcould eliminate competitionin several different markets. Aon and Willis Towers said the move showed a lack of understanding of their businesses, clients and the markets in which they operate.</p>\n<p><b>Akamai Technologies(AKAM)</b> – A variety of financial institutions, governments and airlines experienced brief website outages early Thursday. Some of the outages were linked to a failure at web services company Akamai Technologies, according to people familiar with the matter who spoke to Bloomberg. Akamai said it was aware of the issue and was working to restore service as soon as possible. Shares fell 1.5% in premarket trading.</p>\n<p><b>O'Reilly Automotive(ORLY)</b> – The auto parts retailer struck a new $1.8 billion revolving credit agreement with a group of banks led byJPMorgan Chase(JPM).</p>\n<p><b>Jack In The Box(JACK)</b> – The restaurant chain was rated \"outperform\" in new coverage at RBC Capital, which noted the stock's discounted valuation compared to its peers as well as upbeat prospects for new restaurant growth.</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>Toplines Before US Market Open on Thursday</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\">\nToplines Before US Market Open on Thursday\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\">2021-06-17 20:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Technology stocks were set to lead Wall Street lower on Thursday after the Federal Reserve signaled it could start tapering its massive stimulus earlier than expected, piling pressure on a sector that is seen as vulnerable to higher interest rates.</p>\n<p>At 8:05 a.m. ET, Dow E-minis were down 61 points, or 0.18%, S&amp;P 500 E-minis were down 9.5 points, or 0.23% and Nasdaq 100 E-minis fell 52.75 points, or 0.38%.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5c87220b14c23fa1ef2d424bd7883caf\" tg-width=\"584\" tg-height=\"215\"><span>*Source From Tiger Trade, EST 08:05</span></p>\n<p>Powell said progress toward the Fed's dual employment and inflation goals were happening somewhat faster than expected. Central bankers raised their GDP expectations for this year to 7% from 6.5% previously. </p>\n<p>Their unemployment rate estimate remained unchanged at 4.5%. In further evidence that the resumption of business activity has helped get people back to work, the government's latest initial jobless claims total is expected to drop to a new pandemic low of 360,000 for last week. </p>\n<p>The report is issued at 8:30 a.m. ET Thursday. Two weeks ago, new filings for unemployment benefits went below 400,000 for the first time since March 2020.</p>\n<p><b>Stocks making the biggest moves in the premarket:</b></p>\n<p><b>CureVac(CVAC)</b> – CureVac shares plunged 46.2% in the premarket after the German drugmaker reported disappointing results from a study of its experimental Covid-19 vaccine. The treatment was 47% effective in a clinical trial, compared to more than 90% for other mRNA-based vaccines fromModerna(MRNA) andPfizer(PFE).</p>\n<p><b>Novavax(NVAX),BioNTech(BNTX)</b> – On the heels of the CureVac news, Novavax added 3.4% in the premarket while BioNTech rose 2.6%. BioNTech's Covid vaccine – developed in partnership with Pfizer – is already approved for use in the US, while Novavax reported 90% efficacy for its vaccine in a recent study.</p>\n<p><b>The Honest Company(HNST)</b> – The household products maker reported a wider-than-expected loss in its first quarter as a public company, although revenue was better than analysts had anticipated. Sales got a boost from pandemic-induced demand for sanitizing products. The stock tumbled 8.3% in premarket trading.</p>\n<p><b>Tenet Healthcare(THC)</b> – The hospital operator's shares jumped 3.5% in the premarket, after it announced the sale of five hospitals and associated physician practices in Florida to Steward Health Care for about $1.1 billion.</p>\n<p><b>Lennar(LEN)</b> – Lennar earned $2.65 per share for its latest quarter, beating the $2.36 a share consensus estimate. Revenue topped forecasts as well. The home builder is dealing with higher input costs and a labor shortage, but the lack of homes for sale in the U.S. helped push prices higher and expand Lennar's profit margins significantly over a year earlier.</p>\n<p><b>Dell Technologies(DELL)</b> – Dell was chosen byDish Network(DISH) to build key parts of the 5G network the satellite TV operator is building in the United States. Dish will launch 5G service in Las Vegas later this year and plans to cover 70% of the U.S. with its network by mid-2023.</p>\n<p><b>Fisker(FSR)</b> – Fisker shares added 2.8% in the premarket after the electric vehicle maker signed a long-term manufacturing agreement withMagna International(MGA). Magna will build the Fisker Ocean electric SUV starting in November 2022.</p>\n<p><b>Aon(AON)</b>,Willis Towers Watson(WLTW) – The U.S. Justice Department sued to block insurance company Aon's deal to buy consulting firm Willis Towers Watson for $35 billion. The department said the combinationcould eliminate competitionin several different markets. Aon and Willis Towers said the move showed a lack of understanding of their businesses, clients and the markets in which they operate.</p>\n<p><b>Akamai Technologies(AKAM)</b> – A variety of financial institutions, governments and airlines experienced brief website outages early Thursday. Some of the outages were linked to a failure at web services company Akamai Technologies, according to people familiar with the matter who spoke to Bloomberg. Akamai said it was aware of the issue and was working to restore service as soon as possible. Shares fell 1.5% in premarket trading.</p>\n<p><b>O'Reilly Automotive(ORLY)</b> – The auto parts retailer struck a new $1.8 billion revolving credit agreement with a group of banks led byJPMorgan Chase(JPM).</p>\n<p><b>Jack In The Box(JACK)</b> – The restaurant chain was rated \"outperform\" in new coverage at RBC Capital, which noted the stock's discounted valuation compared to its peers as well as upbeat prospects for new restaurant growth.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185082331","content_text":"Technology stocks were set to lead Wall Street lower on Thursday after the Federal Reserve signaled it could start tapering its massive stimulus earlier than expected, piling pressure on a sector that is seen as vulnerable to higher interest rates.\nAt 8:05 a.m. ET, Dow E-minis were down 61 points, or 0.18%, S&P 500 E-minis were down 9.5 points, or 0.23% and Nasdaq 100 E-minis fell 52.75 points, or 0.38%.\n*Source From Tiger Trade, EST 08:05\nPowell said progress toward the Fed's dual employment and inflation goals were happening somewhat faster than expected. Central bankers raised their GDP expectations for this year to 7% from 6.5% previously. \nTheir unemployment rate estimate remained unchanged at 4.5%. In further evidence that the resumption of business activity has helped get people back to work, the government's latest initial jobless claims total is expected to drop to a new pandemic low of 360,000 for last week. \nThe report is issued at 8:30 a.m. ET Thursday. Two weeks ago, new filings for unemployment benefits went below 400,000 for the first time since March 2020.\nStocks making the biggest moves in the premarket:\nCureVac(CVAC) – CureVac shares plunged 46.2% in the premarket after the German drugmaker reported disappointing results from a study of its experimental Covid-19 vaccine. The treatment was 47% effective in a clinical trial, compared to more than 90% for other mRNA-based vaccines fromModerna(MRNA) andPfizer(PFE).\nNovavax(NVAX),BioNTech(BNTX) – On the heels of the CureVac news, Novavax added 3.4% in the premarket while BioNTech rose 2.6%. BioNTech's Covid vaccine – developed in partnership with Pfizer – is already approved for use in the US, while Novavax reported 90% efficacy for its vaccine in a recent study.\nThe Honest Company(HNST) – The household products maker reported a wider-than-expected loss in its first quarter as a public company, although revenue was better than analysts had anticipated. Sales got a boost from pandemic-induced demand for sanitizing products. The stock tumbled 8.3% in premarket trading.\nTenet Healthcare(THC) – The hospital operator's shares jumped 3.5% in the premarket, after it announced the sale of five hospitals and associated physician practices in Florida to Steward Health Care for about $1.1 billion.\nLennar(LEN) – Lennar earned $2.65 per share for its latest quarter, beating the $2.36 a share consensus estimate. Revenue topped forecasts as well. The home builder is dealing with higher input costs and a labor shortage, but the lack of homes for sale in the U.S. helped push prices higher and expand Lennar's profit margins significantly over a year earlier.\nDell Technologies(DELL) – Dell was chosen byDish Network(DISH) to build key parts of the 5G network the satellite TV operator is building in the United States. Dish will launch 5G service in Las Vegas later this year and plans to cover 70% of the U.S. with its network by mid-2023.\nFisker(FSR) – Fisker shares added 2.8% in the premarket after the electric vehicle maker signed a long-term manufacturing agreement withMagna International(MGA). Magna will build the Fisker Ocean electric SUV starting in November 2022.\nAon(AON),Willis Towers Watson(WLTW) – The U.S. Justice Department sued to block insurance company Aon's deal to buy consulting firm Willis Towers Watson for $35 billion. The department said the combinationcould eliminate competitionin several different markets. Aon and Willis Towers said the move showed a lack of understanding of their businesses, clients and the markets in which they operate.\nAkamai Technologies(AKAM) – A variety of financial institutions, governments and airlines experienced brief website outages early Thursday. Some of the outages were linked to a failure at web services company Akamai Technologies, according to people familiar with the matter who spoke to Bloomberg. Akamai said it was aware of the issue and was working to restore service as soon as possible. Shares fell 1.5% in premarket trading.\nO'Reilly Automotive(ORLY) – The auto parts retailer struck a new $1.8 billion revolving credit agreement with a group of banks led byJPMorgan Chase(JPM).\nJack In The Box(JACK) – The restaurant chain was rated \"outperform\" in new coverage at RBC Capital, which noted the stock's discounted valuation compared to its peers as well as upbeat prospects for new restaurant growth.","news_type":1},"isVote":1,"tweetType":1,"viewCount":191,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":161137969,"gmtCreate":1623910064851,"gmtModify":1634025976668,"author":{"id":"3586341271268116","authorId":"3586341271268116","name":"osx86mac","avatar":"https://static.tigerbbs.com/a73b57dcfb48055b542896bf8361cde6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586341271268116","idStr":"3586341271268116"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/161137969","repostId":"2143794095","repostType":4,"isVote":1,"tweetType":1,"viewCount":304,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":161396913,"gmtCreate":1623903894932,"gmtModify":1634026065067,"author":{"id":"3586341271268116","authorId":"3586341271268116","name":"osx86mac","avatar":"https://static.tigerbbs.com/a73b57dcfb48055b542896bf8361cde6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586341271268116","idStr":"3586341271268116"},"themes":[],"htmlText":"Good read.","listText":"Good read.","text":"Good read.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/161396913","repostId":"2143379379","repostType":4,"isVote":1,"tweetType":1,"viewCount":540,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":169566075,"gmtCreate":1623843655497,"gmtModify":1634027249222,"author":{"id":"3586341271268116","authorId":"3586341271268116","name":"osx86mac","avatar":"https://static.tigerbbs.com/a73b57dcfb48055b542896bf8361cde6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586341271268116","idStr":"3586341271268116"},"themes":[],"htmlText":"Whats gonna happen","listText":"Whats gonna happen","text":"Whats gonna happen","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/169566075","repostId":"1185142374","repostType":4,"repost":{"id":"1185142374","kind":"news","pubTimestamp":1623811255,"share":"https://www.laohu8.com/m/news/1185142374?lang=&edition=full","pubTime":"2021-06-16 10:40","market":"us","language":"en","title":"The Fed Should Talk About Tapering. Here’s What Could Happen to the Stock Market.","url":"https://stock-news.laohu8.com/highlight/detail?id=1185142374","media":"Barrons","summary":"Investors expect the Federal Reserve to remain supportive of the economy and financial markets. But ","content":"<p>Investors expect the Federal Reserve to remain supportive of the economy and financial markets. But the central bank has limited margin for error, and any miscues on messaging could be costly to the stock market.</p>\n<p>Markets do not expect the Fed to make any sudden or drastic changes to its current easy-money policy. The 10-year Treasury bond’s yield has fallen to 1.51% from 1.64% a month ago, even as inflation has run hotter than expected. The Nasdaq 100, an index of large capitalization and fast-growing technology companies,is up more than 5% in the past month. Growth stocks see a significant valuation booster when long-dated bond yields remain low, as growth companies expect growing profits on a particularly long-term basis. But while&nbsp;investors expect the Fed to soon reduce the size of its bond-buying program, which would raise bond prices and lower their yields, most don’t think the Fed will do so immediately or drastically.</p>\n<p>“It’s pretty clear that the market expects Fed Chair Powell to strongly reiterate his stances,” writes Chris Senyek, chief investment strategist at Wolfe Research.</p>\n<p>Now, the Fed could stoke a harsh move downwards in tech stocks if it doesn’t choose its words wisely. With the Nasdaq 100 hovering just below a new all-time high set on June 14—accompanied with a 10-year Treasury bond yield that’s well below its 2021 peak of 1.75%—tech stocks are vulnerable to a downward jolt if the Fed misspeaks. Senyek notes that the Fed may indeed be more ready to taper—or reduce the size of its bond-buying program—than some appreciate. He cites the&nbsp;recently hot inflation. To be sure, most market participants see&nbsp;inflation as transitory, a result of a natural year-over-year bounce from low prices during last year’s lockdown. Even so, if the Fed speaks in a way that indicates it will begin tapering before the end of the year—which is the expected timing—stocks could fall sharply.</p>\n<p>“With both stocks and bonds currently ‘priced for perfection,’ the slightest miscommunication could spark a sharp selloff,” says Senyek, who cites the Nasdsaq 100’s recent rise.</p>\n<p>Watch to see if the Fed is about to begin tapering, or is merely considering the move in the coming quarters.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Fed Should Talk About Tapering. Here’s What Could Happen to the Stock Market.</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 Fed Should Talk About Tapering. Here’s What Could Happen to the Stock Market.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-16 10:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/the-fed-tapering-stock-market-51623777984?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors expect the Federal Reserve to remain supportive of the economy and financial markets. But the central bank has limited margin for error, and any miscues on messaging could be costly to the ...</p>\n\n<a href=\"https://www.barrons.com/articles/the-fed-tapering-stock-market-51623777984?mod=RTA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://www.barrons.com/articles/the-fed-tapering-stock-market-51623777984?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185142374","content_text":"Investors expect the Federal Reserve to remain supportive of the economy and financial markets. But the central bank has limited margin for error, and any miscues on messaging could be costly to the stock market.\nMarkets do not expect the Fed to make any sudden or drastic changes to its current easy-money policy. The 10-year Treasury bond’s yield has fallen to 1.51% from 1.64% a month ago, even as inflation has run hotter than expected. The Nasdaq 100, an index of large capitalization and fast-growing technology companies,is up more than 5% in the past month. Growth stocks see a significant valuation booster when long-dated bond yields remain low, as growth companies expect growing profits on a particularly long-term basis. But while investors expect the Fed to soon reduce the size of its bond-buying program, which would raise bond prices and lower their yields, most don’t think the Fed will do so immediately or drastically.\n“It’s pretty clear that the market expects Fed Chair Powell to strongly reiterate his stances,” writes Chris Senyek, chief investment strategist at Wolfe Research.\nNow, the Fed could stoke a harsh move downwards in tech stocks if it doesn’t choose its words wisely. With the Nasdaq 100 hovering just below a new all-time high set on June 14—accompanied with a 10-year Treasury bond yield that’s well below its 2021 peak of 1.75%—tech stocks are vulnerable to a downward jolt if the Fed misspeaks. Senyek notes that the Fed may indeed be more ready to taper—or reduce the size of its bond-buying program—than some appreciate. He cites the recently hot inflation. To be sure, most market participants see inflation as transitory, a result of a natural year-over-year bounce from low prices during last year’s lockdown. Even so, if the Fed speaks in a way that indicates it will begin tapering before the end of the year—which is the expected timing—stocks could fall sharply.\n“With both stocks and bonds currently ‘priced for perfection,’ the slightest miscommunication could spark a sharp selloff,” says Senyek, who cites the Nasdsaq 100’s recent rise.\nWatch to see if the Fed is about to begin tapering, or is merely considering the move in the coming quarters.","news_type":1},"isVote":1,"tweetType":1,"viewCount":328,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":169272855,"gmtCreate":1623840774177,"gmtModify":1634027294253,"author":{"id":"3586341271268116","authorId":"3586341271268116","name":"osx86mac","avatar":"https://static.tigerbbs.com/a73b57dcfb48055b542896bf8361cde6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586341271268116","idStr":"3586341271268116"},"themes":[],"htmlText":"Interesting","listText":"Interesting","text":"Interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/169272855","repostId":"1150591447","repostType":4,"repost":{"id":"1150591447","kind":"news","pubTimestamp":1623769391,"share":"https://www.laohu8.com/m/news/1150591447?lang=&edition=full","pubTime":"2021-06-15 23:03","market":"us","language":"en","title":"Here's a complete trader playbook for every outcome from the key Fed meeting","url":"https://stock-news.laohu8.com/highlight/detail?id=1150591447","media":"CNBC","summary":"The Federal Reserve’s all-important policy meeting this week is going to affect where investors put ","content":"<div>\n<p>The Federal Reserve’s all-important policy meeting this week is going to affect where investors put their money to work going forward.\nThe Federal Open Market Committee,which will conclude its two-day...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/15/heres-a-complete-trader-playbook-for-every-outcome-from-the-key-fed-meeting.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","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>Here's a complete trader playbook for every outcome from the key Fed meeting</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\">\nHere's a complete trader playbook for every outcome from the key Fed meeting\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-15 23:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/15/heres-a-complete-trader-playbook-for-every-outcome-from-the-key-fed-meeting.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Federal Reserve’s all-important policy meeting this week is going to affect where investors put their money to work going forward.\nThe Federal Open Market Committee,which will conclude its two-day...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/15/heres-a-complete-trader-playbook-for-every-outcome-from-the-key-fed-meeting.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","SPY":"标普500ETF",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://www.cnbc.com/2021/06/15/heres-a-complete-trader-playbook-for-every-outcome-from-the-key-fed-meeting.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1150591447","content_text":"The Federal Reserve’s all-important policy meeting this week is going to affect where investors put their money to work going forward.\nThe Federal Open Market Committee,which will conclude its two-day meeting Wednesday, could start preliminary discussions about scaling back the unprecedented bond-buying programs that aided the economy during the pandemic. Some market participants believe it’s still too soon for the central bank to signal such a tapering action, while others think the Fed will be able to find a happy medium that won’t upset the markets.\nEach scenario has different investing implications as they are expected to make big moves across asset classes.\nHere’s a playbook for traders on every scenario from the central bank’s key meeting.\nIf the Fed signals it’s staying with easy policies\nThe Fed could reiterate its transitory stance on inflation, ignoring the pick-up in price pressures reflected in recent economic data. If the central bank says its not time to remove accommodative policies and it’s not concerned about inflation, investors should stick with hedges against rising prices like commodities and stocks with high pricing power, investment banks found.\nBank of America screened S&P 500 companies that its analysts believe have the most pricing power and ability to expand margins at times of rising prices. The stocks include a few chipmakers —Nvidia,Texas InstrumentsandBroadcom— as well as consumer plays likeHome Depot,NikeandPepsiCo.Energy dividend payerExxon Mobilis also on the list.\nUBS also developed a framework for scoring corporate pricing agility, which considers pricing power, margin momentum and input cost exposure. For pricing power, UBS quantified the extent to which a company can raise prices over and above costs. For margin momentum, UBS tracked corporate pricing trends using its proprietary pricing mapping.\nFor input cost exposure, UBS searched for companies with negative sentiment around commodity and transport costs on earnings calls.\n\nBillionaire hedge fund manager Paul Tudor Jones said earlier this week that investors should “go all in on the inflation trades” if the Fed keeps ignoring higher prices.\n“If they treat these numbers — which were material events, they were very material —if they treat them with nonchalance, I think it’s just a green light to bet heavily on every inflation trade,” Tudor Jones said on “Squawk Box”on Monday.\n“If they say, ‘We’re on path, things are good,’ then I would just go all in on the inflation trades. I’d probably buy commodities, buy crypto, buy gold,” added Tudor Jones, who called the stock market crash in 1987.\nThe legendary investor believe cryptocurrencies and other commodities are favorable inflation hedges. Other than buying the commodities outright, investors could also bet on related exchange-traded funds, like gold miner ETFs.\nThe VanEck Vectors Gold Miners ETF (GDX),the biggest gold miner ETF with more than $14 billion in assets under management, has outperformed the populargold ETF GLDso far this year.\nIf the Fed signals it’s time to start removing easy policies\nAnother widely speculated scenario is for the Fed to signal that it’s nearing the time to dial back easy policy saying it will start tapering soon and move up its forecast for a rate increase. Under such a case where the central bank isn’t sufficiently dovish, many expect bond yields to shoot higher.\n“It could easily move longer yields higher,” said Kristina Hooper, Invesco’s chief global market strategist. “A revised dot plot could be one way to do that if it shows the anticipation of earlier or more aggressive rate hikes. And Fed Chair Jay Powell could easily push rates up if he shares that the Fed has started discussing tapering or suggests tapering could start in the next several months.”\nTudor Jones warned that this scenario could lead to another taper tantrum that could cause a correction in stocks.\n“If they course correct, if they say, ‘We’ve got incoming data, we’ve accomplished our mission or we’re on the way very rapidly to accomplishing our mission on employment,’ then you’re going to get a taper tantrum,”Tudor Jones said on Monday. “You’re going to get a sell-off in fixed income. You’re going to get a correction in stocks.”\nCNBC Pro combed through the returns of all S&P 500 stocks during the last five significant spikes in the 10-year Treasury yield. These five periods of a sharp move in rates occurred between 2003 and 2006, 2008 and 2009, 2012 and 2013, 2016 and 2018, and 2020 through now.\nAfter we found the stocks that beat the market every time, we looked for the names that are well-loved by analysts on Wall Street today. The stocks’ average gains during those rising interest rate periods are listed below, along with the percentage of analysts with buy ratings right now.\n\nBank of America’s head of U.S. equity and quantitative strategy Savita Subramanian is advising clients to buy high-quality stocks when tapering nears. High-quality stocks have a “B+” or better S&P quality rating.\nSubramanian said during the 2013 taper tantrum, high-quality names outperformed their low-quality counterparts by 1.3 percentage points from peak to trough in May and June.\nA hint at removing stimulus could also hurt stocks that are most sensitive to the economic recovery, including cyclicals like financials, energy and materials.\n“More hawkish = lower growth. Cyclicals should underperform,” Dennis DeBusschere, macro research analyst at Evercore ISI, said in a note. “The fact that hawkish concerns are being brought up at the same time people believe the reflation trade is in trouble and you have a poor Cyclical backdrop.”\nSo far in 2021, the energy sector has been the biggest winner among the 11 S&P 500 groupings, up 46%. Financials and real estate both gained more than 20% this year.\nIf the Fed makes both camps happy\nA third scenario could occur in which the Fed signals that it is concerned about inflation, but the central bank is not yet ready to taper.\nIf Fed chair Jerome Powell admits the discussion of tapering but nothing has been decided, then the market will likely see a modest rally, led by tech stocks, according to Tom Essaye, founder of the Sevens Report.\n“This is essentially the outcome that Powell and the Fed have been telegraphing for the past several weeks,” Essaye said. “This would be a continuation of the past two weeks’ Goldilocks market outlook. This outcome would help the S&P 500 extend last week’s breakout.”\nInvestors have been rotating back to tech as of late with bond yields coming down. The tech-heavyNasdaq Compositehas rallied about 2.5% this month, hitting a record close on Monday, its first all-time high since April 26. In comparison, the S&P 500 has risen just under 1% in June.\n“This is what the Fed has been doing for the last several months — warning that an inflation surge was coming but that it is transitory so no need to taper,” Jim Paulsen, chief investment strategist at the Leuthold Group, told CNBC. “Moreover, this is probably the most expected outcome from the Fed meeting.”\n“Yes, there may be comments by members that the time to start talking about tapering is here, but I think Powell will continue to suggest that inflation is up as expected but is not yet acting any differently than anticipated,” added Paulsen.\nThis year’s pullback in tech stocks has opened some opportunities in high-quality names that are now trading at a discount, according to top-rated technology analyst Toni Sacconaghi of Bernstein.\nThe Wall Street firm found several technology stocks that have inexpensive valuations and are high in quality. Bernstein screened for the cheapest tech names based on their forward price-to-earnings ratio. The firm also assigned each stock with a quality score.","news_type":1},"isVote":1,"tweetType":1,"viewCount":475,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":169184395,"gmtCreate":1623821893217,"gmtModify":1634027548128,"author":{"id":"3586341271268116","authorId":"3586341271268116","name":"osx86mac","avatar":"https://static.tigerbbs.com/a73b57dcfb48055b542896bf8361cde6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586341271268116","idStr":"3586341271268116"},"themes":[],"htmlText":"looks promising","listText":"looks promising","text":"looks promising","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/169184395","repostId":"1105892749","repostType":4,"repost":{"id":"1105892749","kind":"news","pubTimestamp":1623809672,"share":"https://www.laohu8.com/m/news/1105892749?lang=&edition=full","pubTime":"2021-06-16 10:14","market":"us","language":"en","title":"Tesla Bulls Look for Stock Catalysts. They Found Three.","url":"https://stock-news.laohu8.com/highlight/detail?id=1105892749","media":"Barrons","summary":"Weak performance from Tesla stock has bullish analysts feeling disappointed these days. They are looking for catalysts to break shares out of their recent funk.That performance is flummoxing Tesla bulls. “Let’s begin with a healthy dose of intellectual honesty on the starting point for the stock,” writes Morgan Stanley analyst Adam Jonas in a Monday evening report. He is a Tesla bull rating shares Buy. His price target for the stock is $900 a share, almost 50% higher than recent levels. “Even bu","content":"<p>Weak performance from Tesla stock has bullish analysts feeling disappointed these days. They are looking for catalysts to break shares out of their recent funk.</p>\n<p>Tesla stock (ticker: TSLA) is down about 15% year to date and off about 50% from its January 52-week high of $900.40. Tesla has ceded leadership—from a stock perspective—back to traditional auto makers: General Motors (GM) and Ford Motor (F) shares are up 45% and 70% year to date, respectively.</p>\n<p>That performance is flummoxing Tesla bulls. “Let’s begin with a healthy dose of intellectual honesty on the starting point for the stock,” writes Morgan Stanley analyst&nbsp;Adam Jonas&nbsp;in a Monday evening report. He is a Tesla bull rating shares Buy. His price target for the stock is $900 a share, almost 50% higher than recent levels. “Even bulls should admit that the rise in the stock price during the second half of 2020, while perhaps deserved in principle, was packed into a&nbsp;highly concentrated&nbsp;time frame,” he writes.</p>\n<p>Tesla shares rose 227% in the second half of 2020, buoyed by strong earnings, strong deliveries, and the stock’s inclusion in the&nbsp;S&amp;P 500.</p>\n<p>“The stock had the better part of five years-worth of performance packed into about five month,” Jonas adds. He says his clients are now looking for the next big thing that can drive the stock forward again. His ideas include capacity expansion in Texas and Germany. After that, he predicts Tesla will open up five more plants between now and the middle of this decade.</p>\n<p>Jonas is also looking for Tesla to unveil another new vehicle model. By his estimation, Tesla covers only about 15% of the total addressable market for the auto industry with its Y, X, 3, and S models. Model expansion will be a positive. That isn’t on the near-term horizon, though the company is due to deliver its Cybertruck later in 2021.</p>\n<p>Canaccord analyst&nbsp;Jonathan Dorsheimer&nbsp;is looking in a different area for a catalyst: residential solar power. Part of the reason he is bullish is that “Tesla is creating an energy brand and an Apple-esque ecosystem of products with customer focused connectivity, seamlessly marrying car, solar, and back-up power,” he wrote in a report released Sunday.</p>\n<p>Dorsheimer is bullish, but feeling a little down lately. He still rates the stock Buy, but he cut his&nbsp;price target&nbsp;to $812 from $974 in his report. Among other things, he is disappointed by battery delays. Tesla is planning to use larger battery cells that promise better range, charge time, and costs. Those batteries aren’t available yet.</p>\n<p>Looking a little further back, Goldman Sachs analyst&nbsp;Mark Delaney&nbsp;was watching Tesla’s Model S Plaid delivery event last week. The Plaid can go zero to 60 miles per hour in less than two seconds. Delaney was impressed by the technology, but pointed out the Plaid, at roughly $130,000, is a niche vehicle. He is looking for 2021 deliveries to exceed expectations. Delaney is modeling 875,000 vehicles for Tesla in 2021. The Wall Street consensus number is closer to 825,000.</p>\n<p>Delaney rates shares Buy and has an $860 price target.</p>\n<p>New production ramping up, strong deliveries, and a growing solar business is what these three will watch for in coming months. If all goes well, those catalysts should be enough to drive Tesla stock higher, as long as there is no bad news in the meantime.</p>\n<p>Tesla stock was down 3%&nbsp;to $599.36&nbsp;on&nbsp;Tuesday, and down slightly for the week.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Bulls Look for Stock Catalysts. They Found Three.</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 Bulls Look for Stock Catalysts. They Found Three.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-16 10:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/tesla-bulls-look-for-stock-catalysts-they-found-three-51623774479?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Weak performance from Tesla stock has bullish analysts feeling disappointed these days. They are looking for catalysts to break shares out of their recent funk.\nTesla stock (ticker: TSLA) is down ...</p>\n\n<a href=\"https://www.barrons.com/articles/tesla-bulls-look-for-stock-catalysts-they-found-three-51623774479?mod=RTA\">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.barrons.com/articles/tesla-bulls-look-for-stock-catalysts-they-found-three-51623774479?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105892749","content_text":"Weak performance from Tesla stock has bullish analysts feeling disappointed these days. They are looking for catalysts to break shares out of their recent funk.\nTesla stock (ticker: TSLA) is down about 15% year to date and off about 50% from its January 52-week high of $900.40. Tesla has ceded leadership—from a stock perspective—back to traditional auto makers: General Motors (GM) and Ford Motor (F) shares are up 45% and 70% year to date, respectively.\nThat performance is flummoxing Tesla bulls. “Let’s begin with a healthy dose of intellectual honesty on the starting point for the stock,” writes Morgan Stanley analyst Adam Jonas in a Monday evening report. He is a Tesla bull rating shares Buy. His price target for the stock is $900 a share, almost 50% higher than recent levels. “Even bulls should admit that the rise in the stock price during the second half of 2020, while perhaps deserved in principle, was packed into a highly concentrated time frame,” he writes.\nTesla shares rose 227% in the second half of 2020, buoyed by strong earnings, strong deliveries, and the stock’s inclusion in the S&P 500.\n“The stock had the better part of five years-worth of performance packed into about five month,” Jonas adds. He says his clients are now looking for the next big thing that can drive the stock forward again. His ideas include capacity expansion in Texas and Germany. After that, he predicts Tesla will open up five more plants between now and the middle of this decade.\nJonas is also looking for Tesla to unveil another new vehicle model. By his estimation, Tesla covers only about 15% of the total addressable market for the auto industry with its Y, X, 3, and S models. Model expansion will be a positive. That isn’t on the near-term horizon, though the company is due to deliver its Cybertruck later in 2021.\nCanaccord analyst Jonathan Dorsheimer is looking in a different area for a catalyst: residential solar power. Part of the reason he is bullish is that “Tesla is creating an energy brand and an Apple-esque ecosystem of products with customer focused connectivity, seamlessly marrying car, solar, and back-up power,” he wrote in a report released Sunday.\nDorsheimer is bullish, but feeling a little down lately. He still rates the stock Buy, but he cut his price target to $812 from $974 in his report. Among other things, he is disappointed by battery delays. Tesla is planning to use larger battery cells that promise better range, charge time, and costs. Those batteries aren’t available yet.\nLooking a little further back, Goldman Sachs analyst Mark Delaney was watching Tesla’s Model S Plaid delivery event last week. The Plaid can go zero to 60 miles per hour in less than two seconds. Delaney was impressed by the technology, but pointed out the Plaid, at roughly $130,000, is a niche vehicle. He is looking for 2021 deliveries to exceed expectations. Delaney is modeling 875,000 vehicles for Tesla in 2021. The Wall Street consensus number is closer to 825,000.\nDelaney rates shares Buy and has an $860 price target.\nNew production ramping up, strong deliveries, and a growing solar business is what these three will watch for in coming months. If all goes well, those catalysts should be enough to drive Tesla stock higher, as long as there is no bad news in the meantime.\nTesla stock was down 3% to $599.36 on Tuesday, and down slightly for the week.","news_type":1},"isVote":1,"tweetType":1,"viewCount":452,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":169056503,"gmtCreate":1623810080102,"gmtModify":1634027766768,"author":{"id":"3586341271268116","authorId":"3586341271268116","name":"osx86mac","avatar":"https://static.tigerbbs.com/a73b57dcfb48055b542896bf8361cde6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586341271268116","idStr":"3586341271268116"},"themes":[],"htmlText":"Still in time to invest?","listText":"Still in time to invest?","text":"Still in time to invest?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/169056503","repostId":"1144333499","repostType":4,"isVote":1,"tweetType":1,"viewCount":158,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":160978447,"gmtCreate":1623770930989,"gmtModify":1634028519635,"author":{"id":"3586341271268116","authorId":"3586341271268116","name":"osx86mac","avatar":"https://static.tigerbbs.com/a73b57dcfb48055b542896bf8361cde6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586341271268116","idStr":"3586341271268116"},"themes":[],"htmlText":"Nice to read","listText":"Nice to read","text":"Nice to read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/160978447","repostId":"1150591447","repostType":4,"repost":{"id":"1150591447","kind":"news","pubTimestamp":1623769391,"share":"https://www.laohu8.com/m/news/1150591447?lang=&edition=full","pubTime":"2021-06-15 23:03","market":"us","language":"en","title":"Here's a complete trader playbook for every outcome from the key Fed meeting","url":"https://stock-news.laohu8.com/highlight/detail?id=1150591447","media":"CNBC","summary":"The Federal Reserve’s all-important policy meeting this week is going to affect where investors put ","content":"<div>\n<p>The Federal Reserve’s all-important policy meeting this week is going to affect where investors put their money to work going forward.\nThe Federal Open Market Committee,which will conclude its two-day...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/15/heres-a-complete-trader-playbook-for-every-outcome-from-the-key-fed-meeting.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","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>Here's a complete trader playbook for every outcome from the key Fed meeting</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\">\nHere's a complete trader playbook for every outcome from the key Fed meeting\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-15 23:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/15/heres-a-complete-trader-playbook-for-every-outcome-from-the-key-fed-meeting.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Federal Reserve’s all-important policy meeting this week is going to affect where investors put their money to work going forward.\nThe Federal Open Market Committee,which will conclude its two-day...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/15/heres-a-complete-trader-playbook-for-every-outcome-from-the-key-fed-meeting.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","SPY":"标普500ETF",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://www.cnbc.com/2021/06/15/heres-a-complete-trader-playbook-for-every-outcome-from-the-key-fed-meeting.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1150591447","content_text":"The Federal Reserve’s all-important policy meeting this week is going to affect where investors put their money to work going forward.\nThe Federal Open Market Committee,which will conclude its two-day meeting Wednesday, could start preliminary discussions about scaling back the unprecedented bond-buying programs that aided the economy during the pandemic. Some market participants believe it’s still too soon for the central bank to signal such a tapering action, while others think the Fed will be able to find a happy medium that won’t upset the markets.\nEach scenario has different investing implications as they are expected to make big moves across asset classes.\nHere’s a playbook for traders on every scenario from the central bank’s key meeting.\nIf the Fed signals it’s staying with easy policies\nThe Fed could reiterate its transitory stance on inflation, ignoring the pick-up in price pressures reflected in recent economic data. If the central bank says its not time to remove accommodative policies and it’s not concerned about inflation, investors should stick with hedges against rising prices like commodities and stocks with high pricing power, investment banks found.\nBank of America screened S&P 500 companies that its analysts believe have the most pricing power and ability to expand margins at times of rising prices. The stocks include a few chipmakers —Nvidia,Texas InstrumentsandBroadcom— as well as consumer plays likeHome Depot,NikeandPepsiCo.Energy dividend payerExxon Mobilis also on the list.\nUBS also developed a framework for scoring corporate pricing agility, which considers pricing power, margin momentum and input cost exposure. For pricing power, UBS quantified the extent to which a company can raise prices over and above costs. For margin momentum, UBS tracked corporate pricing trends using its proprietary pricing mapping.\nFor input cost exposure, UBS searched for companies with negative sentiment around commodity and transport costs on earnings calls.\n\nBillionaire hedge fund manager Paul Tudor Jones said earlier this week that investors should “go all in on the inflation trades” if the Fed keeps ignoring higher prices.\n“If they treat these numbers — which were material events, they were very material —if they treat them with nonchalance, I think it’s just a green light to bet heavily on every inflation trade,” Tudor Jones said on “Squawk Box”on Monday.\n“If they say, ‘We’re on path, things are good,’ then I would just go all in on the inflation trades. I’d probably buy commodities, buy crypto, buy gold,” added Tudor Jones, who called the stock market crash in 1987.\nThe legendary investor believe cryptocurrencies and other commodities are favorable inflation hedges. Other than buying the commodities outright, investors could also bet on related exchange-traded funds, like gold miner ETFs.\nThe VanEck Vectors Gold Miners ETF (GDX),the biggest gold miner ETF with more than $14 billion in assets under management, has outperformed the populargold ETF GLDso far this year.\nIf the Fed signals it’s time to start removing easy policies\nAnother widely speculated scenario is for the Fed to signal that it’s nearing the time to dial back easy policy saying it will start tapering soon and move up its forecast for a rate increase. Under such a case where the central bank isn’t sufficiently dovish, many expect bond yields to shoot higher.\n“It could easily move longer yields higher,” said Kristina Hooper, Invesco’s chief global market strategist. “A revised dot plot could be one way to do that if it shows the anticipation of earlier or more aggressive rate hikes. And Fed Chair Jay Powell could easily push rates up if he shares that the Fed has started discussing tapering or suggests tapering could start in the next several months.”\nTudor Jones warned that this scenario could lead to another taper tantrum that could cause a correction in stocks.\n“If they course correct, if they say, ‘We’ve got incoming data, we’ve accomplished our mission or we’re on the way very rapidly to accomplishing our mission on employment,’ then you’re going to get a taper tantrum,”Tudor Jones said on Monday. “You’re going to get a sell-off in fixed income. You’re going to get a correction in stocks.”\nCNBC Pro combed through the returns of all S&P 500 stocks during the last five significant spikes in the 10-year Treasury yield. These five periods of a sharp move in rates occurred between 2003 and 2006, 2008 and 2009, 2012 and 2013, 2016 and 2018, and 2020 through now.\nAfter we found the stocks that beat the market every time, we looked for the names that are well-loved by analysts on Wall Street today. The stocks’ average gains during those rising interest rate periods are listed below, along with the percentage of analysts with buy ratings right now.\n\nBank of America’s head of U.S. equity and quantitative strategy Savita Subramanian is advising clients to buy high-quality stocks when tapering nears. High-quality stocks have a “B+” or better S&P quality rating.\nSubramanian said during the 2013 taper tantrum, high-quality names outperformed their low-quality counterparts by 1.3 percentage points from peak to trough in May and June.\nA hint at removing stimulus could also hurt stocks that are most sensitive to the economic recovery, including cyclicals like financials, energy and materials.\n“More hawkish = lower growth. Cyclicals should underperform,” Dennis DeBusschere, macro research analyst at Evercore ISI, said in a note. “The fact that hawkish concerns are being brought up at the same time people believe the reflation trade is in trouble and you have a poor Cyclical backdrop.”\nSo far in 2021, the energy sector has been the biggest winner among the 11 S&P 500 groupings, up 46%. Financials and real estate both gained more than 20% this year.\nIf the Fed makes both camps happy\nA third scenario could occur in which the Fed signals that it is concerned about inflation, but the central bank is not yet ready to taper.\nIf Fed chair Jerome Powell admits the discussion of tapering but nothing has been decided, then the market will likely see a modest rally, led by tech stocks, according to Tom Essaye, founder of the Sevens Report.\n“This is essentially the outcome that Powell and the Fed have been telegraphing for the past several weeks,” Essaye said. “This would be a continuation of the past two weeks’ Goldilocks market outlook. This outcome would help the S&P 500 extend last week’s breakout.”\nInvestors have been rotating back to tech as of late with bond yields coming down. The tech-heavyNasdaq Compositehas rallied about 2.5% this month, hitting a record close on Monday, its first all-time high since April 26. In comparison, the S&P 500 has risen just under 1% in June.\n“This is what the Fed has been doing for the last several months — warning that an inflation surge was coming but that it is transitory so no need to taper,” Jim Paulsen, chief investment strategist at the Leuthold Group, told CNBC. “Moreover, this is probably the most expected outcome from the Fed meeting.”\n“Yes, there may be comments by members that the time to start talking about tapering is here, but I think Powell will continue to suggest that inflation is up as expected but is not yet acting any differently than anticipated,” added Paulsen.\nThis year’s pullback in tech stocks has opened some opportunities in high-quality names that are now trading at a discount, according to top-rated technology analyst Toni Sacconaghi of Bernstein.\nThe Wall Street firm found several technology stocks that have inexpensive valuations and are high in quality. Bernstein screened for the cheapest tech names based on their forward price-to-earnings ratio. The firm also assigned each stock with a quality score.","news_type":1},"isVote":1,"tweetType":1,"viewCount":101,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":160991011,"gmtCreate":1623768312633,"gmtModify":1634028583296,"author":{"id":"3586341271268116","authorId":"3586341271268116","name":"osx86mac","avatar":"https://static.tigerbbs.com/a73b57dcfb48055b542896bf8361cde6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586341271268116","idStr":"3586341271268116"},"themes":[],"htmlText":"Woohoo. Shooting up","listText":"Woohoo. Shooting up","text":"Woohoo. Shooting up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/160991011","repostId":"1146208169","repostType":2,"isVote":1,"tweetType":1,"viewCount":178,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187377983,"gmtCreate":1623744847842,"gmtModify":1634029242971,"author":{"id":"3586341271268116","authorId":"3586341271268116","name":"osx86mac","avatar":"https://static.tigerbbs.com/a73b57dcfb48055b542896bf8361cde6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586341271268116","idStr":"3586341271268116"},"themes":[],"htmlText":"[Happy]&nbsp;","listText":"[Happy]&nbsp;","text":"[Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/187377983","repostId":"1122638224","repostType":4,"isVote":1,"tweetType":1,"viewCount":170,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187372438,"gmtCreate":1623744750524,"gmtModify":1634029244700,"author":{"id":"3586341271268116","authorId":"3586341271268116","name":"osx86mac","avatar":"https://static.tigerbbs.com/a73b57dcfb48055b542896bf8361cde6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586341271268116","idStr":"3586341271268116"},"themes":[],"htmlText":"👍🏻","listText":"👍🏻","text":"👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/187372438","repostId":"1127823989","repostType":2,"isVote":1,"tweetType":1,"viewCount":202,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187378940,"gmtCreate":1623744593680,"gmtModify":1634029246117,"author":{"id":"3586341271268116","authorId":"3586341271268116","name":"osx86mac","avatar":"https://static.tigerbbs.com/a73b57dcfb48055b542896bf8361cde6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586341271268116","idStr":"3586341271268116"},"themes":[],"htmlText":"Good to invest in corsair","listText":"Good to invest in corsair","text":"Good to invest in corsair","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/187378940","repostId":"1117313016","repostType":4,"repost":{"id":"1117313016","kind":"news","pubTimestamp":1623680913,"share":"https://www.laohu8.com/m/news/1117313016?lang=&edition=full","pubTime":"2021-06-14 22:28","market":"us","language":"en","title":"Corsair Surges Amid Meme Rally; Jim Cramer Warns on High-Level Sellers","url":"https://stock-news.laohu8.com/highlight/detail?id=1117313016","media":"thestreet","summary":"Corsair Gaming  -Get Report shares surged higher Monday as the gaming and content equipment-maker appeared to add its name to the list of meme stock favorites.TheStreet's founder Jim Cramer, however, cautioned that such a steep rise for a fundamentally sound stock like Corsair would likely entice large-scale sellers at these levels.\"Corsair is a company I like very much, because it's basically a souped-up Logitech and Logitech's been a great stock\" Cramer told CNBC's Squawk on The Street program","content":"<p>Corsair Gaming&nbsp;(<b>CRSR</b>) -Get Report&nbsp;shares surged higher Monday as the gaming and content equipment-maker appeared to add its name to the list of meme stock favorites.</p>\n<p>Data from theYolosocks.livewebsite, which tracks real-time mentions on stocks within Reddit's r/wallstreetbets chatroom, indicates that Corsair is the second most-discussed stock among users, up from a previous rank of 11, over the past 24 hours and more than 860 mentions.</p>\n<p>TheStreet's founder Jim Cramer, however, cautioned that such a steep rise for a fundamentally sound stock like Corsair would likely entice large-scale sellers at these levels.</p>\n<p>\"Corsair is a company I like very much, because it's basically a souped-up Logitech and Logitech's been a great stock\" Cramer told CNBC's Squawk on The Street program. \"They have the high-performance equipment you need to dominate in e-sports and I think e-sports are here to stay.\"</p>\n<p>\"I don't know why the 'meme' people have a monopoly on whatever they play with,\" Cramer said.&nbsp;\"No Wall Street analyst could move Corsair this much, so for people who've been waiting for the stock to go to $37 and now it's at $41, those people aren't going to turn buyers. They're sellers.\"</p>\n<p>\"The meme people think they're hurting the hedge funds, when in fact they're a tool to the hedge funds,\" Cramer said.</p>\n<p>Corsair shares were marked 19.3% higher in early trading Monday to change hands at $38.60 each -- after hitting a session high of $42.97 at the opening bell -- in a move that bumps the stock's year-to-date gain to around 12%.</p>\n<p>Last month, Corsair posted first quarter earnings of $80 million on revenues of $529 million thanks to surging growth in its gaming nd peripherals business, which saw sales rise by 132% when compared to last year.</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>Corsair Surges Amid Meme Rally; Jim Cramer Warns on High-Level Sellers</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\">\nCorsair Surges Amid Meme Rally; Jim Cramer Warns on High-Level Sellers\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-14 22:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/investing/corsair-surges-in-latest-meme-rally-jim-cramer-warns-on-sellers><strong>thestreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Corsair Gaming (CRSR) -Get Report shares surged higher Monday as the gaming and content equipment-maker appeared to add its name to the list of meme stock favorites.\nData from theYolosocks.livewebsite...</p>\n\n<a href=\"https://www.thestreet.com/investing/corsair-surges-in-latest-meme-rally-jim-cramer-warns-on-sellers\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRSR":"Corsair Gaming, Inc."},"source_url":"https://www.thestreet.com/investing/corsair-surges-in-latest-meme-rally-jim-cramer-warns-on-sellers","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117313016","content_text":"Corsair Gaming (CRSR) -Get Report shares surged higher Monday as the gaming and content equipment-maker appeared to add its name to the list of meme stock favorites.\nData from theYolosocks.livewebsite, which tracks real-time mentions on stocks within Reddit's r/wallstreetbets chatroom, indicates that Corsair is the second most-discussed stock among users, up from a previous rank of 11, over the past 24 hours and more than 860 mentions.\nTheStreet's founder Jim Cramer, however, cautioned that such a steep rise for a fundamentally sound stock like Corsair would likely entice large-scale sellers at these levels.\n\"Corsair is a company I like very much, because it's basically a souped-up Logitech and Logitech's been a great stock\" Cramer told CNBC's Squawk on The Street program. \"They have the high-performance equipment you need to dominate in e-sports and I think e-sports are here to stay.\"\n\"I don't know why the 'meme' people have a monopoly on whatever they play with,\" Cramer said. \"No Wall Street analyst could move Corsair this much, so for people who've been waiting for the stock to go to $37 and now it's at $41, those people aren't going to turn buyers. They're sellers.\"\n\"The meme people think they're hurting the hedge funds, when in fact they're a tool to the hedge funds,\" Cramer said.\nCorsair shares were marked 19.3% higher in early trading Monday to change hands at $38.60 each -- after hitting a session high of $42.97 at the opening bell -- in a move that bumps the stock's year-to-date gain to around 12%.\nLast month, Corsair posted first quarter earnings of $80 million on revenues of $529 million thanks to surging growth in its gaming nd peripherals business, which saw sales rise by 132% when compared to last year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":354,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187373614,"gmtCreate":1623744489338,"gmtModify":1634029247397,"author":{"id":"3586341271268116","authorId":"3586341271268116","name":"osx86mac","avatar":"https://static.tigerbbs.com/a73b57dcfb48055b542896bf8361cde6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586341271268116","idStr":"3586341271268116"},"themes":[],"htmlText":"Is this worth buying?","listText":"Is this worth buying?","text":"Is this worth buying?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/187373614","repostId":"1175897310","repostType":4,"isVote":1,"tweetType":1,"viewCount":114,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187379299,"gmtCreate":1623744410811,"gmtModify":1634029247987,"author":{"id":"3586341271268116","authorId":"3586341271268116","name":"osx86mac","avatar":"https://static.tigerbbs.com/a73b57dcfb48055b542896bf8361cde6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586341271268116","idStr":"3586341271268116"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/187379299","repostId":"1148565686","repostType":4,"isVote":1,"tweetType":1,"viewCount":72,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187344558,"gmtCreate":1623744277774,"gmtModify":1634029249593,"author":{"id":"3586341271268116","authorId":"3586341271268116","name":"osx86mac","avatar":"https://static.tigerbbs.com/a73b57dcfb48055b542896bf8361cde6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586341271268116","idStr":"3586341271268116"},"themes":[],"htmlText":"Is it worth buying apple now?","listText":"Is it worth buying apple now?","text":"Is it worth buying apple now?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/187344558","repostId":"2143784913","repostType":4,"isVote":1,"tweetType":1,"viewCount":168,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187345569,"gmtCreate":1623744202551,"gmtModify":1634029249817,"author":{"id":"3586341271268116","authorId":"3586341271268116","name":"osx86mac","avatar":"https://static.tigerbbs.com/a73b57dcfb48055b542896bf8361cde6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586341271268116","idStr":"3586341271268116"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/187345569","repostId":"2143738496","repostType":4,"isVote":1,"tweetType":1,"viewCount":89,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":168512675,"gmtCreate":1623978543997,"gmtModify":1634024892466,"author":{"id":"3586341271268116","authorId":"3586341271268116","name":"osx86mac","avatar":"https://static.tigerbbs.com/a73b57dcfb48055b542896bf8361cde6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586341271268116","authorIdStr":"3586341271268116"},"themes":[],"htmlText":"Like and comment pl","listText":"Like and comment pl","text":"Like and comment pl","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/168512675","repostId":"2144286417","repostType":4,"isVote":1,"tweetType":1,"viewCount":267,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187378940,"gmtCreate":1623744593680,"gmtModify":1634029246117,"author":{"id":"3586341271268116","authorId":"3586341271268116","name":"osx86mac","avatar":"https://static.tigerbbs.com/a73b57dcfb48055b542896bf8361cde6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586341271268116","authorIdStr":"3586341271268116"},"themes":[],"htmlText":"Good to invest in corsair","listText":"Good to invest in corsair","text":"Good to invest in corsair","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/187378940","repostId":"1117313016","repostType":4,"repost":{"id":"1117313016","kind":"news","pubTimestamp":1623680913,"share":"https://www.laohu8.com/m/news/1117313016?lang=&edition=full","pubTime":"2021-06-14 22:28","market":"us","language":"en","title":"Corsair Surges Amid Meme Rally; Jim Cramer Warns on High-Level Sellers","url":"https://stock-news.laohu8.com/highlight/detail?id=1117313016","media":"thestreet","summary":"Corsair Gaming  -Get Report shares surged higher Monday as the gaming and content equipment-maker appeared to add its name to the list of meme stock favorites.TheStreet's founder Jim Cramer, however, cautioned that such a steep rise for a fundamentally sound stock like Corsair would likely entice large-scale sellers at these levels.\"Corsair is a company I like very much, because it's basically a souped-up Logitech and Logitech's been a great stock\" Cramer told CNBC's Squawk on The Street program","content":"<p>Corsair Gaming&nbsp;(<b>CRSR</b>) -Get Report&nbsp;shares surged higher Monday as the gaming and content equipment-maker appeared to add its name to the list of meme stock favorites.</p>\n<p>Data from theYolosocks.livewebsite, which tracks real-time mentions on stocks within Reddit's r/wallstreetbets chatroom, indicates that Corsair is the second most-discussed stock among users, up from a previous rank of 11, over the past 24 hours and more than 860 mentions.</p>\n<p>TheStreet's founder Jim Cramer, however, cautioned that such a steep rise for a fundamentally sound stock like Corsair would likely entice large-scale sellers at these levels.</p>\n<p>\"Corsair is a company I like very much, because it's basically a souped-up Logitech and Logitech's been a great stock\" Cramer told CNBC's Squawk on The Street program. \"They have the high-performance equipment you need to dominate in e-sports and I think e-sports are here to stay.\"</p>\n<p>\"I don't know why the 'meme' people have a monopoly on whatever they play with,\" Cramer said.&nbsp;\"No Wall Street analyst could move Corsair this much, so for people who've been waiting for the stock to go to $37 and now it's at $41, those people aren't going to turn buyers. They're sellers.\"</p>\n<p>\"The meme people think they're hurting the hedge funds, when in fact they're a tool to the hedge funds,\" Cramer said.</p>\n<p>Corsair shares were marked 19.3% higher in early trading Monday to change hands at $38.60 each -- after hitting a session high of $42.97 at the opening bell -- in a move that bumps the stock's year-to-date gain to around 12%.</p>\n<p>Last month, Corsair posted first quarter earnings of $80 million on revenues of $529 million thanks to surging growth in its gaming nd peripherals business, which saw sales rise by 132% when compared to last year.</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>Corsair Surges Amid Meme Rally; Jim Cramer Warns on High-Level Sellers</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\">\nCorsair Surges Amid Meme Rally; Jim Cramer Warns on High-Level Sellers\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-14 22:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/investing/corsair-surges-in-latest-meme-rally-jim-cramer-warns-on-sellers><strong>thestreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Corsair Gaming (CRSR) -Get Report shares surged higher Monday as the gaming and content equipment-maker appeared to add its name to the list of meme stock favorites.\nData from theYolosocks.livewebsite...</p>\n\n<a href=\"https://www.thestreet.com/investing/corsair-surges-in-latest-meme-rally-jim-cramer-warns-on-sellers\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRSR":"Corsair Gaming, Inc."},"source_url":"https://www.thestreet.com/investing/corsair-surges-in-latest-meme-rally-jim-cramer-warns-on-sellers","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117313016","content_text":"Corsair Gaming (CRSR) -Get Report shares surged higher Monday as the gaming and content equipment-maker appeared to add its name to the list of meme stock favorites.\nData from theYolosocks.livewebsite, which tracks real-time mentions on stocks within Reddit's r/wallstreetbets chatroom, indicates that Corsair is the second most-discussed stock among users, up from a previous rank of 11, over the past 24 hours and more than 860 mentions.\nTheStreet's founder Jim Cramer, however, cautioned that such a steep rise for a fundamentally sound stock like Corsair would likely entice large-scale sellers at these levels.\n\"Corsair is a company I like very much, because it's basically a souped-up Logitech and Logitech's been a great stock\" Cramer told CNBC's Squawk on The Street program. \"They have the high-performance equipment you need to dominate in e-sports and I think e-sports are here to stay.\"\n\"I don't know why the 'meme' people have a monopoly on whatever they play with,\" Cramer said. \"No Wall Street analyst could move Corsair this much, so for people who've been waiting for the stock to go to $37 and now it's at $41, those people aren't going to turn buyers. They're sellers.\"\n\"The meme people think they're hurting the hedge funds, when in fact they're a tool to the hedge funds,\" Cramer said.\nCorsair shares were marked 19.3% higher in early trading Monday to change hands at $38.60 each -- after hitting a session high of $42.97 at the opening bell -- in a move that bumps the stock's year-to-date gain to around 12%.\nLast month, Corsair posted first quarter earnings of $80 million on revenues of $529 million thanks to surging growth in its gaming nd peripherals business, which saw sales rise by 132% when compared to last year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":354,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187344558,"gmtCreate":1623744277774,"gmtModify":1634029249593,"author":{"id":"3586341271268116","authorId":"3586341271268116","name":"osx86mac","avatar":"https://static.tigerbbs.com/a73b57dcfb48055b542896bf8361cde6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586341271268116","authorIdStr":"3586341271268116"},"themes":[],"htmlText":"Is it worth buying apple now?","listText":"Is it worth buying apple now?","text":"Is it worth buying apple now?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/187344558","repostId":"2143784913","repostType":4,"isVote":1,"tweetType":1,"viewCount":168,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":168517278,"gmtCreate":1623978614394,"gmtModify":1634024889318,"author":{"id":"3586341271268116","authorId":"3586341271268116","name":"osx86mac","avatar":"https://static.tigerbbs.com/a73b57dcfb48055b542896bf8361cde6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586341271268116","authorIdStr":"3586341271268116"},"themes":[],"htmlText":"Like and comment","listText":"Like and comment","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/168517278","repostId":"2144495197","repostType":4,"isVote":1,"tweetType":1,"viewCount":452,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":169056503,"gmtCreate":1623810080102,"gmtModify":1634027766768,"author":{"id":"3586341271268116","authorId":"3586341271268116","name":"osx86mac","avatar":"https://static.tigerbbs.com/a73b57dcfb48055b542896bf8361cde6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586341271268116","authorIdStr":"3586341271268116"},"themes":[],"htmlText":"Still in time to invest?","listText":"Still in time to invest?","text":"Still in time to invest?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/169056503","repostId":"1144333499","repostType":4,"isVote":1,"tweetType":1,"viewCount":158,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":168515657,"gmtCreate":1623978578579,"gmtModify":1634024891329,"author":{"id":"3586341271268116","authorId":"3586341271268116","name":"osx86mac","avatar":"https://static.tigerbbs.com/a73b57dcfb48055b542896bf8361cde6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586341271268116","authorIdStr":"3586341271268116"},"themes":[],"htmlText":"Like and comment","listText":"Like and comment","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/168515657","repostId":"1175693382","repostType":4,"repost":{"id":"1175693382","kind":"news","pubTimestamp":1623978463,"share":"https://www.laohu8.com/m/news/1175693382?lang=&edition=full","pubTime":"2021-06-18 09:07","market":"hk","language":"en","title":"Alibaba Stock: The Bottoming Process Looks To Be Forming Already","url":"https://stock-news.laohu8.com/highlight/detail?id=1175693382","media":"seekingalpha","summary":"Alibaba is probably the most undervalued growth stock right now.The company’s multiple growth drivers within a rapidly expanding market made its valuations look even more baffling.The short term technical picture may be turning bullish with a potential double bottom price action signal.When we take things into clearer perspective by comparing China’s growth rate and size of its market to that of the U.S. e-commerce market, we could see the huge differences in their sizes and growth rates as the ","content":"<p><b>Summary</b></p>\n<ul>\n <li>Alibaba is probably the most undervalued growth stock right now.</li>\n <li>The company’s multiple growth drivers within a rapidly expanding market made its valuations look even more baffling.</li>\n <li>The short term technical picture may be turning bullish with a potential double bottom price action signal.</li>\n <li>We discuss the company’s multiple growth drivers and let investors judge for themselves.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/05e63c77d4f3f3dc3d618e43044638bb\" tg-width=\"768\" tg-height=\"512\"><span>Yongyuan Dai/iStock Unreleased via Getty Images</span></p>\n<p><b>The Technical Thesis</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7febf6ed056b0e3bc038321cdaad9b1c\" tg-width=\"1280\" tg-height=\"782\"><span>Source: TradingView</span></p>\n<p>Alibaba’s&nbsp;stock price has endured a terrible 8 months ever since its Ant Financial IPO was pulled in early Nov 20, with the stock languishing in the doldrums 34% off its high. When considering the health of its long term uptrend, it’s clear that BABA has a relatively strong uptrend bias and has generally been well supported along its key 50W MA. The only other time in the last 4 years that it lost its key 50W MA support level was during the 2018 bear market where BABA dropped about 40%, but was still well supported above the important 200W MA, which we usually consider as the “last line of defense”. Right now BABA is somewhat facing a similar situation again: down 34%, lost the 50W MA, but looks to be well supported above the 200W MA. In addition to that, one interesting observation in price action analysis may lead price action traders/investors to be especially bullish: a potential double bottom formation. BABA's price is seemingly going through a double bottom like it did during the 2018 bear market before it rallied strongly thereafter. As a result, BABA’s current level may offer a possible technical buy entry point now.</p>\n<p><b>BABA's Fundamental Thesis: Rapidly Expanding Growth Drivers</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eba49f5881708929949c30628eedc5d4\" tg-width=\"934\" tg-height=\"578\"><span>Annual GMV. Data source: Company filings</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a4d6c4ed3e2402f5af52b2dea8bab411\" tg-width=\"836\" tg-height=\"517\"><span>Annual e-commerce revenue. Data source: Company filings</span></p>\n<p>BABA’s GMV grew from 1.68T yuan to 7.49T yuan in just a matter of 7 years, which represented a CAGR of 23.8%, a truly amazing growth rate. We also saw its GMV growth being converted into revenue growth as its China commerce revenue grew from 7.67B yuan to 473.68B yuan, at a CAGR of 51% over the last 10 years. While its international footprint remains considerably smaller, it still grew at a CAGR of 30.42% over the last 10 years, which was by no means slow.</p>\n<p>Even though China’s e-commerce market is expected to grow considerably slower at a CAGR of 12.4% over the next three years, from 13.8T yuan, equivalent to $2.16T in 2021 to 19.6T yuan,equivalent to $3.06T by 2024, the massive size of the market still offers tremendous upside potential for BABA and its closest competitors to grow into.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ffe2dee43f267e1d1399c68e3ca60f36\" tg-width=\"600\" tg-height=\"371\"><span>E-commerce revenue in the U.S. Data source: Statista</span></p>\n<p>When we take things into clearer perspective by comparing China’s growth rate and size of its market to that of the U.S. e-commerce market, we could see the huge differences in their sizes and growth rates as the U.S. e-commerce market is only expected to grow at a CAGR of 4.67% from 2021 to 2025, which is significantly slower than China’s 12.4%. In addition, the U.S. market is also expected to reach about $563B in total revenue, which is 18% of what the China market is expected to be worth by then.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0d5a8d0d8a6a2dcdf667a6f33c6c9771\" tg-width=\"1280\" tg-height=\"702\"><span>Peers EBIT Margin and Projected EBIT Margin. Data source: S&amp;P Capital IQ</span></p>\n<p>Even though Alibaba has been facing increased competitive pressures from its fast growing key competitors: JD.com(NASDAQ:JD)and Pinduoduo(NASDAQ:PDD), BABA has already been operating a much more profitable business (both EBIT and FCF), and is expected to continue delivering strong profitability moving forward, which should give the company tremendous flexibility to compete head on with JD and PDD in its quest to extend its leadership. Investors may observe that BABA’s EBIT margin was affected by the one-off administrative penalty of $2,782M that was reflected in its SG&amp;A, and therefore skewed its EBIT margin to the downside.</p>\n<p>One important move was the company’s decision to further its investment in the Community Marketplace, which is PDD’s main e-commerce strategy that saw PDD gain a total of&nbsp;823M AAC&nbsp;in its latest quarter as compared to BABA’s 891M AAC. PDD’s AAC growth is truly phenomenal considering it had only&nbsp;100M AAC in Q2’C17&nbsp;as compared to BABA’s 466M AAC in the same period.</p>\n<p>Therefore, the momentum of growth has surely swung over to the Community Marketplace segment and BABA would need to pull out its big guns (which it has) to compete for dominance with PDD and JD.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3b83b69b08b1f4b11a26393c8e6eead5\" tg-width=\"600\" tg-height=\"371\"><span>Market size of community group buying in China. Data source: iiMedia Research</span></p>\n<p>Even though the expected total market size of 102B yuan by 2022 represented only about 21.5% of BABA’s FY 21 China commerce revenue, the expected rapid CAGR of 44.22% over 3 years from 2019 to 2022 cannot be missed by BABA. Although the market is still relatively small, BABA cannot allow the current leader in this market: PDD to so easily dominate and gobble up the early high growth rates at the ignorance of everyone else. Certainly BABA must compete and fight for its place in this segment and strive for early leadership to prevent PDD from extending its lead.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b97b2b4a8a182dc9846d8fb7e4039877\" tg-width=\"1280\" tg-height=\"770\"><span>PDD profitability metrics &amp; revenue growth forecast. Data source: S&amp;P Capital IQ</span></p>\n<p>We could observe from the above chart that PDD is expected to continue growing its revenue rapidly over the next few years, even though they are expected to normalize subsequently. More importantly, PDD is also expected to increasingly improve its EBIT and FCF profitability moving forward. This shows that the Community Marketplace segment is an highly important growth driver that BABA must use its strength to exploit in order to deny PDD’s claim to undisputed leadership so early on in the game.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3aadc32155b4108426a1a982e3b5b1c2\" tg-width=\"640\" tg-height=\"360\"><span>China public cloud spending. Source:China Internet Watch; Canalys</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1c1538b9f7bdc8d6d35a72d9acf8ecbc\" tg-width=\"600\" tg-height=\"371\"><span>Size of China public cloud market. Data source: CAICT; Sina.com.cn</span></p>\n<p>BABA has a 40% share in China’s public cloud market, way ahead of its key competitors. However, it’s important to note that despite this leadership, BABA is still in heavy investment mode to continue growing its market share as China’s public cloud market is expected to grow from 26.48B yuan in 2017 to 230.74B yuan by 2023, which would represent a CAGR of 43.4%, an incredibly stellar growth rate. This is especially clear when we compare China’s growth rate to the worldwide growth rate (see below) as public cloud spending worldwide is expected to grow from $145B in 2017 to $397B by 2022, that would represent a CAGR of 22.3%.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/06198c569504bc303c34563041dfb294\" tg-width=\"600\" tg-height=\"371\"><span>Worldwide public cloud spending. Data source: Gartner</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8482037f60575f964053ab732496bee3\" tg-width=\"1176\" tg-height=\"700\"><span>Worldwide public cloud market share. Source:CnTechPost; Gartner</span></p>\n<p>Therefore, I don’t find it surprising that Ali Cloud has continued to extend its lead over Alphabet’s(NASDAQ:GOOGL)(NASDAQ:GOOG)GCP with a market share of 9.5% in 2020. While AMZN remains the clear leader in the market, its market share has been coming down considerably as public cloud spending continues to expand, indicating that there is a huge potential for growth for multiple players to exist. With BABA’s leadership in the rapidly expanding Chinese market, I’m increasingly bullish on the future profit and FCF contribution from this segment to BABA’s performance over time. Although BABA’s cloud segment has not been EBIT profitable yet (FY 21 EBIT margin: -15%, FY 20 EBIT margin: -17.5%), it’s also useful to note that GCP has also not been profitable for Alphabet as well (FY 20 EBIT margin: -42.9%, FY 19 EBIT margin: -52%). Therefore, we need to give BABA some time to scale up its cloud services in APAC and in China where it is expected to have stronger leadership to allow it to grow faster and investors should expect this to be a highly profitable segment over time.</p>\n<p><b>BABA's Valuations Look Highly Compelling</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/62a087c4b3ef7efc2c5dde813e3b959d\" tg-width=\"1000\" tg-height=\"600\"><span>NTM TEV / EBIT 3Y range.</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2605c0e5ad364a7a43929fef204595c\" tg-width=\"1280\" tg-height=\"687\"><span>EV / Fwd EBIT and EV / Fwd Rev trend. Data source: S&amp;P Capital IQ</span></p>\n<p>When we consider BABA's TEV / EBIT historical range, where the 3Y mean read 33.54x, BABA’s EV / Fwd EBIT trend certainly imply a hugely undervalued stock as BABA is still expected to grow its revenue and operating profits rapidly. However, as we wanted to obtain greater clarity over how its counterparts are also valued, we thought it would be useful if we value BABA’s EBIT over a set of benchmark companies that is presented below.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d27873e676dfb23c98d4a69aa5861e02\" tg-width=\"1280\" tg-height=\"1117\"><span>Peers EV / EBIT Valuations. Data source: S&amp;P Capital IQ</span></p>\n<p>By using a blend of historical and forward EBIT, we could see that BABA’s EV / EBIT really looks undervalued when compared to the median value of the set of observed values from the benchmark companies. We derived a fair value range for BABA of $294.98 at the midpoint of the range, that represented a potential upside of 40.5% based on the current stock price of $210.</p>\n<p><b>Risks to Assumptions</b></p>\n<p>Now, it’s obviously baffling to watch how Mr. Market has decided to discount BABA to such an extent as if the company has lost all its key sources of growth, when in fact there is still so much potential upside coming from its commerce segment, the new marketplace initiatives and its growing Ali Cloud segment, among others. The main realistic reason that we identified for the stock's underperformance would simply be regulatory risk. We think investors should acknowledge that this risk is very real and at times huge Chinese companies have found themselves to be subjected to extra scrutiny (which is nothing new in fact) by the Chinese government. What’s critical here is that the Chinese government seemingly has significant clout over the behavior and actions of their tech behemoths that at times may be largely unpredictable. The market certainly hates unpredictability and therefore they may have significantly discounted BABA as a result of that. If investors are not able to handle uncertainty with regard to potentially unpredictable regulatory actions and their aftermath, then BABA may not be appropriate for you. However, if you believe that this is just a blip in BABA’s long journey, then you would surely find BABA's valuations extremely attractive right now, coupled with a long term mindset.</p>\n<p><b>Wrapping It All Up</b></p>\n<p>Alibaba has continued to deliver solid results that demonstrated the strong capability of the company to execute well. As the company continues to operate within a market with so many growth drivers that are expected to drive the company’s future growth, investors should find the current valuations highly attractive.</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>Alibaba Stock: The Bottoming Process Looks To Be Forming Already</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\">\nAlibaba Stock: The Bottoming Process Looks To Be Forming Already\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-18 09:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4435297-alibaba-stock-bottoming-process-forming-buy-now><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nAlibaba is probably the most undervalued growth stock right now.\nThe company’s multiple growth drivers within a rapidly expanding market made its valuations look even more baffling.\nThe short...</p>\n\n<a href=\"https://seekingalpha.com/article/4435297-alibaba-stock-bottoming-process-forming-buy-now\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4435297-alibaba-stock-bottoming-process-forming-buy-now","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175693382","content_text":"Summary\n\nAlibaba is probably the most undervalued growth stock right now.\nThe company’s multiple growth drivers within a rapidly expanding market made its valuations look even more baffling.\nThe short term technical picture may be turning bullish with a potential double bottom price action signal.\nWe discuss the company’s multiple growth drivers and let investors judge for themselves.\n\nYongyuan Dai/iStock Unreleased via Getty Images\nThe Technical Thesis\nSource: TradingView\nAlibaba’s stock price has endured a terrible 8 months ever since its Ant Financial IPO was pulled in early Nov 20, with the stock languishing in the doldrums 34% off its high. When considering the health of its long term uptrend, it’s clear that BABA has a relatively strong uptrend bias and has generally been well supported along its key 50W MA. The only other time in the last 4 years that it lost its key 50W MA support level was during the 2018 bear market where BABA dropped about 40%, but was still well supported above the important 200W MA, which we usually consider as the “last line of defense”. Right now BABA is somewhat facing a similar situation again: down 34%, lost the 50W MA, but looks to be well supported above the 200W MA. In addition to that, one interesting observation in price action analysis may lead price action traders/investors to be especially bullish: a potential double bottom formation. BABA's price is seemingly going through a double bottom like it did during the 2018 bear market before it rallied strongly thereafter. As a result, BABA’s current level may offer a possible technical buy entry point now.\nBABA's Fundamental Thesis: Rapidly Expanding Growth Drivers\nAnnual GMV. Data source: Company filings\nAnnual e-commerce revenue. Data source: Company filings\nBABA’s GMV grew from 1.68T yuan to 7.49T yuan in just a matter of 7 years, which represented a CAGR of 23.8%, a truly amazing growth rate. We also saw its GMV growth being converted into revenue growth as its China commerce revenue grew from 7.67B yuan to 473.68B yuan, at a CAGR of 51% over the last 10 years. While its international footprint remains considerably smaller, it still grew at a CAGR of 30.42% over the last 10 years, which was by no means slow.\nEven though China’s e-commerce market is expected to grow considerably slower at a CAGR of 12.4% over the next three years, from 13.8T yuan, equivalent to $2.16T in 2021 to 19.6T yuan,equivalent to $3.06T by 2024, the massive size of the market still offers tremendous upside potential for BABA and its closest competitors to grow into.\nE-commerce revenue in the U.S. Data source: Statista\nWhen we take things into clearer perspective by comparing China’s growth rate and size of its market to that of the U.S. e-commerce market, we could see the huge differences in their sizes and growth rates as the U.S. e-commerce market is only expected to grow at a CAGR of 4.67% from 2021 to 2025, which is significantly slower than China’s 12.4%. In addition, the U.S. market is also expected to reach about $563B in total revenue, which is 18% of what the China market is expected to be worth by then.\nPeers EBIT Margin and Projected EBIT Margin. Data source: S&P Capital IQ\nEven though Alibaba has been facing increased competitive pressures from its fast growing key competitors: JD.com(NASDAQ:JD)and Pinduoduo(NASDAQ:PDD), BABA has already been operating a much more profitable business (both EBIT and FCF), and is expected to continue delivering strong profitability moving forward, which should give the company tremendous flexibility to compete head on with JD and PDD in its quest to extend its leadership. Investors may observe that BABA’s EBIT margin was affected by the one-off administrative penalty of $2,782M that was reflected in its SG&A, and therefore skewed its EBIT margin to the downside.\nOne important move was the company’s decision to further its investment in the Community Marketplace, which is PDD’s main e-commerce strategy that saw PDD gain a total of 823M AAC in its latest quarter as compared to BABA’s 891M AAC. PDD’s AAC growth is truly phenomenal considering it had only 100M AAC in Q2’C17 as compared to BABA’s 466M AAC in the same period.\nTherefore, the momentum of growth has surely swung over to the Community Marketplace segment and BABA would need to pull out its big guns (which it has) to compete for dominance with PDD and JD.\nMarket size of community group buying in China. Data source: iiMedia Research\nEven though the expected total market size of 102B yuan by 2022 represented only about 21.5% of BABA’s FY 21 China commerce revenue, the expected rapid CAGR of 44.22% over 3 years from 2019 to 2022 cannot be missed by BABA. Although the market is still relatively small, BABA cannot allow the current leader in this market: PDD to so easily dominate and gobble up the early high growth rates at the ignorance of everyone else. Certainly BABA must compete and fight for its place in this segment and strive for early leadership to prevent PDD from extending its lead.\nPDD profitability metrics & revenue growth forecast. Data source: S&P Capital IQ\nWe could observe from the above chart that PDD is expected to continue growing its revenue rapidly over the next few years, even though they are expected to normalize subsequently. More importantly, PDD is also expected to increasingly improve its EBIT and FCF profitability moving forward. This shows that the Community Marketplace segment is an highly important growth driver that BABA must use its strength to exploit in order to deny PDD’s claim to undisputed leadership so early on in the game.\nChina public cloud spending. Source:China Internet Watch; Canalys\nSize of China public cloud market. Data source: CAICT; Sina.com.cn\nBABA has a 40% share in China’s public cloud market, way ahead of its key competitors. However, it’s important to note that despite this leadership, BABA is still in heavy investment mode to continue growing its market share as China’s public cloud market is expected to grow from 26.48B yuan in 2017 to 230.74B yuan by 2023, which would represent a CAGR of 43.4%, an incredibly stellar growth rate. This is especially clear when we compare China’s growth rate to the worldwide growth rate (see below) as public cloud spending worldwide is expected to grow from $145B in 2017 to $397B by 2022, that would represent a CAGR of 22.3%.\nWorldwide public cloud spending. Data source: Gartner\nWorldwide public cloud market share. Source:CnTechPost; Gartner\nTherefore, I don’t find it surprising that Ali Cloud has continued to extend its lead over Alphabet’s(NASDAQ:GOOGL)(NASDAQ:GOOG)GCP with a market share of 9.5% in 2020. While AMZN remains the clear leader in the market, its market share has been coming down considerably as public cloud spending continues to expand, indicating that there is a huge potential for growth for multiple players to exist. With BABA’s leadership in the rapidly expanding Chinese market, I’m increasingly bullish on the future profit and FCF contribution from this segment to BABA’s performance over time. Although BABA’s cloud segment has not been EBIT profitable yet (FY 21 EBIT margin: -15%, FY 20 EBIT margin: -17.5%), it’s also useful to note that GCP has also not been profitable for Alphabet as well (FY 20 EBIT margin: -42.9%, FY 19 EBIT margin: -52%). Therefore, we need to give BABA some time to scale up its cloud services in APAC and in China where it is expected to have stronger leadership to allow it to grow faster and investors should expect this to be a highly profitable segment over time.\nBABA's Valuations Look Highly Compelling\nNTM TEV / EBIT 3Y range.\nEV / Fwd EBIT and EV / Fwd Rev trend. Data source: S&P Capital IQ\nWhen we consider BABA's TEV / EBIT historical range, where the 3Y mean read 33.54x, BABA’s EV / Fwd EBIT trend certainly imply a hugely undervalued stock as BABA is still expected to grow its revenue and operating profits rapidly. However, as we wanted to obtain greater clarity over how its counterparts are also valued, we thought it would be useful if we value BABA’s EBIT over a set of benchmark companies that is presented below.\nPeers EV / EBIT Valuations. Data source: S&P Capital IQ\nBy using a blend of historical and forward EBIT, we could see that BABA’s EV / EBIT really looks undervalued when compared to the median value of the set of observed values from the benchmark companies. We derived a fair value range for BABA of $294.98 at the midpoint of the range, that represented a potential upside of 40.5% based on the current stock price of $210.\nRisks to Assumptions\nNow, it’s obviously baffling to watch how Mr. Market has decided to discount BABA to such an extent as if the company has lost all its key sources of growth, when in fact there is still so much potential upside coming from its commerce segment, the new marketplace initiatives and its growing Ali Cloud segment, among others. The main realistic reason that we identified for the stock's underperformance would simply be regulatory risk. We think investors should acknowledge that this risk is very real and at times huge Chinese companies have found themselves to be subjected to extra scrutiny (which is nothing new in fact) by the Chinese government. What’s critical here is that the Chinese government seemingly has significant clout over the behavior and actions of their tech behemoths that at times may be largely unpredictable. The market certainly hates unpredictability and therefore they may have significantly discounted BABA as a result of that. If investors are not able to handle uncertainty with regard to potentially unpredictable regulatory actions and their aftermath, then BABA may not be appropriate for you. However, if you believe that this is just a blip in BABA’s long journey, then you would surely find BABA's valuations extremely attractive right now, coupled with a long term mindset.\nWrapping It All Up\nAlibaba has continued to deliver solid results that demonstrated the strong capability of the company to execute well. As the company continues to operate within a market with so many growth drivers that are expected to drive the company’s future growth, investors should find the current valuations highly attractive.","news_type":1},"isVote":1,"tweetType":1,"viewCount":276,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":169566075,"gmtCreate":1623843655497,"gmtModify":1634027249222,"author":{"id":"3586341271268116","authorId":"3586341271268116","name":"osx86mac","avatar":"https://static.tigerbbs.com/a73b57dcfb48055b542896bf8361cde6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586341271268116","authorIdStr":"3586341271268116"},"themes":[],"htmlText":"Whats gonna happen","listText":"Whats gonna happen","text":"Whats gonna happen","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/169566075","repostId":"1185142374","repostType":4,"repost":{"id":"1185142374","kind":"news","pubTimestamp":1623811255,"share":"https://www.laohu8.com/m/news/1185142374?lang=&edition=full","pubTime":"2021-06-16 10:40","market":"us","language":"en","title":"The Fed Should Talk About Tapering. Here’s What Could Happen to the Stock Market.","url":"https://stock-news.laohu8.com/highlight/detail?id=1185142374","media":"Barrons","summary":"Investors expect the Federal Reserve to remain supportive of the economy and financial markets. But ","content":"<p>Investors expect the Federal Reserve to remain supportive of the economy and financial markets. But the central bank has limited margin for error, and any miscues on messaging could be costly to the stock market.</p>\n<p>Markets do not expect the Fed to make any sudden or drastic changes to its current easy-money policy. The 10-year Treasury bond’s yield has fallen to 1.51% from 1.64% a month ago, even as inflation has run hotter than expected. The Nasdaq 100, an index of large capitalization and fast-growing technology companies,is up more than 5% in the past month. Growth stocks see a significant valuation booster when long-dated bond yields remain low, as growth companies expect growing profits on a particularly long-term basis. But while&nbsp;investors expect the Fed to soon reduce the size of its bond-buying program, which would raise bond prices and lower their yields, most don’t think the Fed will do so immediately or drastically.</p>\n<p>“It’s pretty clear that the market expects Fed Chair Powell to strongly reiterate his stances,” writes Chris Senyek, chief investment strategist at Wolfe Research.</p>\n<p>Now, the Fed could stoke a harsh move downwards in tech stocks if it doesn’t choose its words wisely. With the Nasdaq 100 hovering just below a new all-time high set on June 14—accompanied with a 10-year Treasury bond yield that’s well below its 2021 peak of 1.75%—tech stocks are vulnerable to a downward jolt if the Fed misspeaks. Senyek notes that the Fed may indeed be more ready to taper—or reduce the size of its bond-buying program—than some appreciate. He cites the&nbsp;recently hot inflation. To be sure, most market participants see&nbsp;inflation as transitory, a result of a natural year-over-year bounce from low prices during last year’s lockdown. Even so, if the Fed speaks in a way that indicates it will begin tapering before the end of the year—which is the expected timing—stocks could fall sharply.</p>\n<p>“With both stocks and bonds currently ‘priced for perfection,’ the slightest miscommunication could spark a sharp selloff,” says Senyek, who cites the Nasdsaq 100’s recent rise.</p>\n<p>Watch to see if the Fed is about to begin tapering, or is merely considering the move in the coming quarters.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Fed Should Talk About Tapering. Here’s What Could Happen to the Stock Market.</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 Fed Should Talk About Tapering. Here’s What Could Happen to the Stock Market.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-16 10:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/the-fed-tapering-stock-market-51623777984?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors expect the Federal Reserve to remain supportive of the economy and financial markets. But the central bank has limited margin for error, and any miscues on messaging could be costly to the ...</p>\n\n<a href=\"https://www.barrons.com/articles/the-fed-tapering-stock-market-51623777984?mod=RTA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://www.barrons.com/articles/the-fed-tapering-stock-market-51623777984?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185142374","content_text":"Investors expect the Federal Reserve to remain supportive of the economy and financial markets. But the central bank has limited margin for error, and any miscues on messaging could be costly to the stock market.\nMarkets do not expect the Fed to make any sudden or drastic changes to its current easy-money policy. The 10-year Treasury bond’s yield has fallen to 1.51% from 1.64% a month ago, even as inflation has run hotter than expected. The Nasdaq 100, an index of large capitalization and fast-growing technology companies,is up more than 5% in the past month. Growth stocks see a significant valuation booster when long-dated bond yields remain low, as growth companies expect growing profits on a particularly long-term basis. But while investors expect the Fed to soon reduce the size of its bond-buying program, which would raise bond prices and lower their yields, most don’t think the Fed will do so immediately or drastically.\n“It’s pretty clear that the market expects Fed Chair Powell to strongly reiterate his stances,” writes Chris Senyek, chief investment strategist at Wolfe Research.\nNow, the Fed could stoke a harsh move downwards in tech stocks if it doesn’t choose its words wisely. With the Nasdaq 100 hovering just below a new all-time high set on June 14—accompanied with a 10-year Treasury bond yield that’s well below its 2021 peak of 1.75%—tech stocks are vulnerable to a downward jolt if the Fed misspeaks. Senyek notes that the Fed may indeed be more ready to taper—or reduce the size of its bond-buying program—than some appreciate. He cites the recently hot inflation. To be sure, most market participants see inflation as transitory, a result of a natural year-over-year bounce from low prices during last year’s lockdown. Even so, if the Fed speaks in a way that indicates it will begin tapering before the end of the year—which is the expected timing—stocks could fall sharply.\n“With both stocks and bonds currently ‘priced for perfection,’ the slightest miscommunication could spark a sharp selloff,” says Senyek, who cites the Nasdsaq 100’s recent rise.\nWatch to see if the Fed is about to begin tapering, or is merely considering the move in the coming quarters.","news_type":1},"isVote":1,"tweetType":1,"viewCount":328,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":169272855,"gmtCreate":1623840774177,"gmtModify":1634027294253,"author":{"id":"3586341271268116","authorId":"3586341271268116","name":"osx86mac","avatar":"https://static.tigerbbs.com/a73b57dcfb48055b542896bf8361cde6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586341271268116","authorIdStr":"3586341271268116"},"themes":[],"htmlText":"Interesting","listText":"Interesting","text":"Interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/169272855","repostId":"1150591447","repostType":4,"repost":{"id":"1150591447","kind":"news","pubTimestamp":1623769391,"share":"https://www.laohu8.com/m/news/1150591447?lang=&edition=full","pubTime":"2021-06-15 23:03","market":"us","language":"en","title":"Here's a complete trader playbook for every outcome from the key Fed meeting","url":"https://stock-news.laohu8.com/highlight/detail?id=1150591447","media":"CNBC","summary":"The Federal Reserve’s all-important policy meeting this week is going to affect where investors put ","content":"<div>\n<p>The Federal Reserve’s all-important policy meeting this week is going to affect where investors put their money to work going forward.\nThe Federal Open Market Committee,which will conclude its two-day...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/15/heres-a-complete-trader-playbook-for-every-outcome-from-the-key-fed-meeting.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","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>Here's a complete trader playbook for every outcome from the key Fed meeting</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\">\nHere's a complete trader playbook for every outcome from the key Fed meeting\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-15 23:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/15/heres-a-complete-trader-playbook-for-every-outcome-from-the-key-fed-meeting.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Federal Reserve’s all-important policy meeting this week is going to affect where investors put their money to work going forward.\nThe Federal Open Market Committee,which will conclude its two-day...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/15/heres-a-complete-trader-playbook-for-every-outcome-from-the-key-fed-meeting.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","SPY":"标普500ETF",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://www.cnbc.com/2021/06/15/heres-a-complete-trader-playbook-for-every-outcome-from-the-key-fed-meeting.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1150591447","content_text":"The Federal Reserve’s all-important policy meeting this week is going to affect where investors put their money to work going forward.\nThe Federal Open Market Committee,which will conclude its two-day meeting Wednesday, could start preliminary discussions about scaling back the unprecedented bond-buying programs that aided the economy during the pandemic. Some market participants believe it’s still too soon for the central bank to signal such a tapering action, while others think the Fed will be able to find a happy medium that won’t upset the markets.\nEach scenario has different investing implications as they are expected to make big moves across asset classes.\nHere’s a playbook for traders on every scenario from the central bank’s key meeting.\nIf the Fed signals it’s staying with easy policies\nThe Fed could reiterate its transitory stance on inflation, ignoring the pick-up in price pressures reflected in recent economic data. If the central bank says its not time to remove accommodative policies and it’s not concerned about inflation, investors should stick with hedges against rising prices like commodities and stocks with high pricing power, investment banks found.\nBank of America screened S&P 500 companies that its analysts believe have the most pricing power and ability to expand margins at times of rising prices. The stocks include a few chipmakers —Nvidia,Texas InstrumentsandBroadcom— as well as consumer plays likeHome Depot,NikeandPepsiCo.Energy dividend payerExxon Mobilis also on the list.\nUBS also developed a framework for scoring corporate pricing agility, which considers pricing power, margin momentum and input cost exposure. For pricing power, UBS quantified the extent to which a company can raise prices over and above costs. For margin momentum, UBS tracked corporate pricing trends using its proprietary pricing mapping.\nFor input cost exposure, UBS searched for companies with negative sentiment around commodity and transport costs on earnings calls.\n\nBillionaire hedge fund manager Paul Tudor Jones said earlier this week that investors should “go all in on the inflation trades” if the Fed keeps ignoring higher prices.\n“If they treat these numbers — which were material events, they were very material —if they treat them with nonchalance, I think it’s just a green light to bet heavily on every inflation trade,” Tudor Jones said on “Squawk Box”on Monday.\n“If they say, ‘We’re on path, things are good,’ then I would just go all in on the inflation trades. I’d probably buy commodities, buy crypto, buy gold,” added Tudor Jones, who called the stock market crash in 1987.\nThe legendary investor believe cryptocurrencies and other commodities are favorable inflation hedges. Other than buying the commodities outright, investors could also bet on related exchange-traded funds, like gold miner ETFs.\nThe VanEck Vectors Gold Miners ETF (GDX),the biggest gold miner ETF with more than $14 billion in assets under management, has outperformed the populargold ETF GLDso far this year.\nIf the Fed signals it’s time to start removing easy policies\nAnother widely speculated scenario is for the Fed to signal that it’s nearing the time to dial back easy policy saying it will start tapering soon and move up its forecast for a rate increase. Under such a case where the central bank isn’t sufficiently dovish, many expect bond yields to shoot higher.\n“It could easily move longer yields higher,” said Kristina Hooper, Invesco’s chief global market strategist. “A revised dot plot could be one way to do that if it shows the anticipation of earlier or more aggressive rate hikes. And Fed Chair Jay Powell could easily push rates up if he shares that the Fed has started discussing tapering or suggests tapering could start in the next several months.”\nTudor Jones warned that this scenario could lead to another taper tantrum that could cause a correction in stocks.\n“If they course correct, if they say, ‘We’ve got incoming data, we’ve accomplished our mission or we’re on the way very rapidly to accomplishing our mission on employment,’ then you’re going to get a taper tantrum,”Tudor Jones said on Monday. “You’re going to get a sell-off in fixed income. You’re going to get a correction in stocks.”\nCNBC Pro combed through the returns of all S&P 500 stocks during the last five significant spikes in the 10-year Treasury yield. These five periods of a sharp move in rates occurred between 2003 and 2006, 2008 and 2009, 2012 and 2013, 2016 and 2018, and 2020 through now.\nAfter we found the stocks that beat the market every time, we looked for the names that are well-loved by analysts on Wall Street today. The stocks’ average gains during those rising interest rate periods are listed below, along with the percentage of analysts with buy ratings right now.\n\nBank of America’s head of U.S. equity and quantitative strategy Savita Subramanian is advising clients to buy high-quality stocks when tapering nears. High-quality stocks have a “B+” or better S&P quality rating.\nSubramanian said during the 2013 taper tantrum, high-quality names outperformed their low-quality counterparts by 1.3 percentage points from peak to trough in May and June.\nA hint at removing stimulus could also hurt stocks that are most sensitive to the economic recovery, including cyclicals like financials, energy and materials.\n“More hawkish = lower growth. Cyclicals should underperform,” Dennis DeBusschere, macro research analyst at Evercore ISI, said in a note. “The fact that hawkish concerns are being brought up at the same time people believe the reflation trade is in trouble and you have a poor Cyclical backdrop.”\nSo far in 2021, the energy sector has been the biggest winner among the 11 S&P 500 groupings, up 46%. Financials and real estate both gained more than 20% this year.\nIf the Fed makes both camps happy\nA third scenario could occur in which the Fed signals that it is concerned about inflation, but the central bank is not yet ready to taper.\nIf Fed chair Jerome Powell admits the discussion of tapering but nothing has been decided, then the market will likely see a modest rally, led by tech stocks, according to Tom Essaye, founder of the Sevens Report.\n“This is essentially the outcome that Powell and the Fed have been telegraphing for the past several weeks,” Essaye said. “This would be a continuation of the past two weeks’ Goldilocks market outlook. This outcome would help the S&P 500 extend last week’s breakout.”\nInvestors have been rotating back to tech as of late with bond yields coming down. The tech-heavyNasdaq Compositehas rallied about 2.5% this month, hitting a record close on Monday, its first all-time high since April 26. In comparison, the S&P 500 has risen just under 1% in June.\n“This is what the Fed has been doing for the last several months — warning that an inflation surge was coming but that it is transitory so no need to taper,” Jim Paulsen, chief investment strategist at the Leuthold Group, told CNBC. “Moreover, this is probably the most expected outcome from the Fed meeting.”\n“Yes, there may be comments by members that the time to start talking about tapering is here, but I think Powell will continue to suggest that inflation is up as expected but is not yet acting any differently than anticipated,” added Paulsen.\nThis year’s pullback in tech stocks has opened some opportunities in high-quality names that are now trading at a discount, according to top-rated technology analyst Toni Sacconaghi of Bernstein.\nThe Wall Street firm found several technology stocks that have inexpensive valuations and are high in quality. Bernstein screened for the cheapest tech names based on their forward price-to-earnings ratio. The firm also assigned each stock with a quality score.","news_type":1},"isVote":1,"tweetType":1,"viewCount":475,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187392053,"gmtCreate":1623739030972,"gmtModify":1634029298357,"author":{"id":"3586341271268116","authorId":"3586341271268116","name":"osx86mac","avatar":"https://static.tigerbbs.com/a73b57dcfb48055b542896bf8361cde6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586341271268116","authorIdStr":"3586341271268116"},"themes":[],"htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/187392053","repostId":"2143178756","repostType":4,"isVote":1,"tweetType":1,"viewCount":106,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":161396913,"gmtCreate":1623903894932,"gmtModify":1634026065067,"author":{"id":"3586341271268116","authorId":"3586341271268116","name":"osx86mac","avatar":"https://static.tigerbbs.com/a73b57dcfb48055b542896bf8361cde6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586341271268116","authorIdStr":"3586341271268116"},"themes":[],"htmlText":"Good read.","listText":"Good read.","text":"Good read.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/161396913","repostId":"2143379379","repostType":4,"isVote":1,"tweetType":1,"viewCount":540,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187373614,"gmtCreate":1623744489338,"gmtModify":1634029247397,"author":{"id":"3586341271268116","authorId":"3586341271268116","name":"osx86mac","avatar":"https://static.tigerbbs.com/a73b57dcfb48055b542896bf8361cde6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586341271268116","authorIdStr":"3586341271268116"},"themes":[],"htmlText":"Is this worth buying?","listText":"Is this worth buying?","text":"Is this worth buying?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/187373614","repostId":"1175897310","repostType":4,"repost":{"id":"1175897310","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":1623725513,"share":"https://www.laohu8.com/m/news/1175897310?lang=&edition=full","pubTime":"2021-06-15 10:51","market":"us","language":"en","title":"IPO Preview: WalkMe, Atai Life Sciences Highlight Week Of Many Offerings","url":"https://stock-news.laohu8.com/highlight/detail?id=1175897310","media":"Benzinga","summary":"This week’s IPO lineup could feature a double digit number of companies hitting the public. Here is ","content":"<p>This week’s IPO lineup could feature a double digit number of companies hitting the public. Here is a look at some of the largest and most high profile companies going public this week.</p>\n<p><b>AMTD Digital:</b>Asian digital solutions platform&nbsp;<b>AMTD Digital</b>(NYSE:HKD)&nbsp;offers&nbsp;risk solutions and digital insurance technology for partners. The company had revenue of $21.6 million in fiscal 2020 and $18.8 million through the first nine months of the current fiscal year. The company plans to sell 16 million ADSs at a price point of $6.80 to $8.20.</p>\n<p><b>Molecular Partners:</b>Clinical stage biotechnology company&nbsp;<b>Molecular Partners</b>(NASDAQ:MOLN) isfocusedon using its pioneering DARPin product in categories including infectious diseases, oncology and ophthalmology. The company partnered with&nbsp;<b>Novartis</b>(NYSE:NVS) in 2020,<b>Amgen Inc</b>(NASDAQ:AMGN) in 2018 and&nbsp;<b>AbbVie Inc</b>(NYSE:ABBV) in 2011. Novartis owns 6% of the company. Molecular Partners plans to sell 3 million ADS.</p>\n<p><b>WalkMe:</b>With a mission to change the way humans interact with technology,<b>WalkMe</b>(NASDAQ:WKME)offerssolutions for organizations. The company has many well-known companies as customers including Nestle and Veolia, two large European companies listed as case studies in the filing.</p>\n<p>WalkMe had revenue of $148 million in 2020 and revenue of $42.7 million in the first quarter of 2021. The company’s revenue was up 34% year-over-year in the last twelve months. The company has 368 customers that represent $100,000 or more in annual revenue and 22 customers that represent $1 million or more in annual revenue. WalkMe plans on selling 9.25 million shares at a price point of $29 to $32.</p>\n<p><b>Convey Holding:</b>Health care company&nbsp;<b>Convey Holding</b>(NYSE:CNVY)partnerswith eight of the 10 largest Medicare Advantage companies in the U.S. The company had 2.5 million Medicare Advantage and 1.6 million Prescription Drug Plan members in 2020. Revenue in 2020 for the company was $282.9 million. First-quarter 2021 revenue was $82.6 million for the company. Convey Holding plans to sell 13.3 million shares at a price point of $14 to $16.</p>\n<p><b>Angel Oak Mortgage:</b>Real estate finance company&nbsp;<b>Angel Oak Mortgage</b>(NYSE: AOMR)&nbsp;acquiresand invests in first&nbsp;lien non-QM Loans and other mortgage assets in the U.S. The company had assets of $534.9 million at the end of the first quarter of 2021. The company has elected to be taxed as a REIT. Angel Oak Mortgage is seeking to sell 8.1 million shares at a price point of $20 to $21.</p>\n<p><b>Lyell Immunopharma:</b>Seeking to disrupt the T-cell reprogramming market,<b>Lyell ImmunoPharma</b>(NASDAQ:LYEL)intendsto have four INDs submitted by the end of 2022. The company partnered with<b>GlaxoSmithKline</b>(NYSE:GSK) in 2019 in a deal good for up to $400 million in additional milestones after a $45-million upfront payment.</p>\n<p>GlaxoSmithKline owns 14% of Lyell and&nbsp;<b>Bristol-MyersSquibb</b>(NYSE:BMY) owned Celgene owns 5% of the company. Lyell is planning to sell 25 million shares at a price point of $16 to $18.</p>\n<p><b>Verve Therapeutics:</b>Genetic medicine company<b>Verve Therapeutics</b>(NASDAQ: VERV) isfocusedon cardiovascular disease. The company plans to sell 11.8 million shares at a price point of $16 to $18.</p>\n<p><b>Atai Life Sciences:</b>Backedby&nbsp;<b>Palantir Technologies</b>(NYSE:PLTR) and&nbsp;<b>Paypal Holdings</b>(NASDAQ:PYPL) founder Peter Thiel,<b>Atai Life Sciences</b>(NASDAQ:ATAI) could be one of the high profile IPOs of the week.</p>\n<p>The company isdevelopingtreatment options for mental health disorders. The company has 10 programs in its pipeline and six enabling technologies. The company is planning on selling 14.3 million shares at a price point of $13 to $15.</p>\n<p><b>AiHui Shou International:</b>Pre-owned consumer electronics reseller&nbsp;<b>AiHuiShou International</b>(NYSE: RERE)seeksto give a second life to all idle goods.</p>\n<p>The company’s three business lines — AHS Recycle, PJUT Marketplace and PaiPai Marketplace — help the company as the market leader in China with a market share of 6.6%. The company had revenue of $741.5 million in 2020 and $231.1 million in the first quarter of 2021, up 119% year-over-year.<b>JD.com</b>(NASDAQ:JD) will own 32.3% of the company after the IPO. The company plans on selling 16.2 million ADSs at a price point of $13 to $15.</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>IPO Preview: WalkMe, Atai Life Sciences Highlight Week Of Many Offerings</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\">\nIPO Preview: WalkMe, Atai Life Sciences Highlight Week Of Many Offerings\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\">2021-06-15 10:51</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>This week’s IPO lineup could feature a double digit number of companies hitting the public. Here is a look at some of the largest and most high profile companies going public this week.</p>\n<p><b>AMTD Digital:</b>Asian digital solutions platform&nbsp;<b>AMTD Digital</b>(NYSE:HKD)&nbsp;offers&nbsp;risk solutions and digital insurance technology for partners. The company had revenue of $21.6 million in fiscal 2020 and $18.8 million through the first nine months of the current fiscal year. The company plans to sell 16 million ADSs at a price point of $6.80 to $8.20.</p>\n<p><b>Molecular Partners:</b>Clinical stage biotechnology company&nbsp;<b>Molecular Partners</b>(NASDAQ:MOLN) isfocusedon using its pioneering DARPin product in categories including infectious diseases, oncology and ophthalmology. The company partnered with&nbsp;<b>Novartis</b>(NYSE:NVS) in 2020,<b>Amgen Inc</b>(NASDAQ:AMGN) in 2018 and&nbsp;<b>AbbVie Inc</b>(NYSE:ABBV) in 2011. Novartis owns 6% of the company. Molecular Partners plans to sell 3 million ADS.</p>\n<p><b>WalkMe:</b>With a mission to change the way humans interact with technology,<b>WalkMe</b>(NASDAQ:WKME)offerssolutions for organizations. The company has many well-known companies as customers including Nestle and Veolia, two large European companies listed as case studies in the filing.</p>\n<p>WalkMe had revenue of $148 million in 2020 and revenue of $42.7 million in the first quarter of 2021. The company’s revenue was up 34% year-over-year in the last twelve months. The company has 368 customers that represent $100,000 or more in annual revenue and 22 customers that represent $1 million or more in annual revenue. WalkMe plans on selling 9.25 million shares at a price point of $29 to $32.</p>\n<p><b>Convey Holding:</b>Health care company&nbsp;<b>Convey Holding</b>(NYSE:CNVY)partnerswith eight of the 10 largest Medicare Advantage companies in the U.S. The company had 2.5 million Medicare Advantage and 1.6 million Prescription Drug Plan members in 2020. Revenue in 2020 for the company was $282.9 million. First-quarter 2021 revenue was $82.6 million for the company. Convey Holding plans to sell 13.3 million shares at a price point of $14 to $16.</p>\n<p><b>Angel Oak Mortgage:</b>Real estate finance company&nbsp;<b>Angel Oak Mortgage</b>(NYSE: AOMR)&nbsp;acquiresand invests in first&nbsp;lien non-QM Loans and other mortgage assets in the U.S. The company had assets of $534.9 million at the end of the first quarter of 2021. The company has elected to be taxed as a REIT. Angel Oak Mortgage is seeking to sell 8.1 million shares at a price point of $20 to $21.</p>\n<p><b>Lyell Immunopharma:</b>Seeking to disrupt the T-cell reprogramming market,<b>Lyell ImmunoPharma</b>(NASDAQ:LYEL)intendsto have four INDs submitted by the end of 2022. The company partnered with<b>GlaxoSmithKline</b>(NYSE:GSK) in 2019 in a deal good for up to $400 million in additional milestones after a $45-million upfront payment.</p>\n<p>GlaxoSmithKline owns 14% of Lyell and&nbsp;<b>Bristol-MyersSquibb</b>(NYSE:BMY) owned Celgene owns 5% of the company. Lyell is planning to sell 25 million shares at a price point of $16 to $18.</p>\n<p><b>Verve Therapeutics:</b>Genetic medicine company<b>Verve Therapeutics</b>(NASDAQ: VERV) isfocusedon cardiovascular disease. The company plans to sell 11.8 million shares at a price point of $16 to $18.</p>\n<p><b>Atai Life Sciences:</b>Backedby&nbsp;<b>Palantir Technologies</b>(NYSE:PLTR) and&nbsp;<b>Paypal Holdings</b>(NASDAQ:PYPL) founder Peter Thiel,<b>Atai Life Sciences</b>(NASDAQ:ATAI) could be one of the high profile IPOs of the week.</p>\n<p>The company isdevelopingtreatment options for mental health disorders. The company has 10 programs in its pipeline and six enabling technologies. The company is planning on selling 14.3 million shares at a price point of $13 to $15.</p>\n<p><b>AiHui Shou International:</b>Pre-owned consumer electronics reseller&nbsp;<b>AiHuiShou International</b>(NYSE: RERE)seeksto give a second life to all idle goods.</p>\n<p>The company’s three business lines — AHS Recycle, PJUT Marketplace and PaiPai Marketplace — help the company as the market leader in China with a market share of 6.6%. The company had revenue of $741.5 million in 2020 and $231.1 million in the first quarter of 2021, up 119% year-over-year.<b>JD.com</b>(NASDAQ:JD) will own 32.3% of the company after the IPO. The company plans on selling 16.2 million ADSs at a price point of $13 to $15.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WKME":"WalkMe Ltd.","HKD":"尚乘数科","RERE":"爱回收","LYEL":"Lyell Immunopharma, Inc.","AOMR":"ANGEL OAK MORTGAGE REIT INC","MOLN":"Molecular Partners AG","ATAI":"ATAI Life Sciences B.V.*","NVS":"诺华"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175897310","content_text":"This week’s IPO lineup could feature a double digit number of companies hitting the public. Here is a look at some of the largest and most high profile companies going public this week.\nAMTD Digital:Asian digital solutions platform AMTD Digital(NYSE:HKD) offers risk solutions and digital insurance technology for partners. The company had revenue of $21.6 million in fiscal 2020 and $18.8 million through the first nine months of the current fiscal year. The company plans to sell 16 million ADSs at a price point of $6.80 to $8.20.\nMolecular Partners:Clinical stage biotechnology company Molecular Partners(NASDAQ:MOLN) isfocusedon using its pioneering DARPin product in categories including infectious diseases, oncology and ophthalmology. The company partnered with Novartis(NYSE:NVS) in 2020,Amgen Inc(NASDAQ:AMGN) in 2018 and AbbVie Inc(NYSE:ABBV) in 2011. Novartis owns 6% of the company. Molecular Partners plans to sell 3 million ADS.\nWalkMe:With a mission to change the way humans interact with technology,WalkMe(NASDAQ:WKME)offerssolutions for organizations. The company has many well-known companies as customers including Nestle and Veolia, two large European companies listed as case studies in the filing.\nWalkMe had revenue of $148 million in 2020 and revenue of $42.7 million in the first quarter of 2021. The company’s revenue was up 34% year-over-year in the last twelve months. The company has 368 customers that represent $100,000 or more in annual revenue and 22 customers that represent $1 million or more in annual revenue. WalkMe plans on selling 9.25 million shares at a price point of $29 to $32.\nConvey Holding:Health care company Convey Holding(NYSE:CNVY)partnerswith eight of the 10 largest Medicare Advantage companies in the U.S. The company had 2.5 million Medicare Advantage and 1.6 million Prescription Drug Plan members in 2020. Revenue in 2020 for the company was $282.9 million. First-quarter 2021 revenue was $82.6 million for the company. Convey Holding plans to sell 13.3 million shares at a price point of $14 to $16.\nAngel Oak Mortgage:Real estate finance company Angel Oak Mortgage(NYSE: AOMR) acquiresand invests in first lien non-QM Loans and other mortgage assets in the U.S. The company had assets of $534.9 million at the end of the first quarter of 2021. The company has elected to be taxed as a REIT. Angel Oak Mortgage is seeking to sell 8.1 million shares at a price point of $20 to $21.\nLyell Immunopharma:Seeking to disrupt the T-cell reprogramming market,Lyell ImmunoPharma(NASDAQ:LYEL)intendsto have four INDs submitted by the end of 2022. The company partnered withGlaxoSmithKline(NYSE:GSK) in 2019 in a deal good for up to $400 million in additional milestones after a $45-million upfront payment.\nGlaxoSmithKline owns 14% of Lyell and Bristol-MyersSquibb(NYSE:BMY) owned Celgene owns 5% of the company. Lyell is planning to sell 25 million shares at a price point of $16 to $18.\nVerve Therapeutics:Genetic medicine companyVerve Therapeutics(NASDAQ: VERV) isfocusedon cardiovascular disease. The company plans to sell 11.8 million shares at a price point of $16 to $18.\nAtai Life Sciences:Backedby Palantir Technologies(NYSE:PLTR) and Paypal Holdings(NASDAQ:PYPL) founder Peter Thiel,Atai Life Sciences(NASDAQ:ATAI) could be one of the high profile IPOs of the week.\nThe company isdevelopingtreatment options for mental health disorders. The company has 10 programs in its pipeline and six enabling technologies. The company is planning on selling 14.3 million shares at a price point of $13 to $15.\nAiHui Shou International:Pre-owned consumer electronics reseller AiHuiShou International(NYSE: RERE)seeksto give a second life to all idle goods.\nThe company’s three business lines — AHS Recycle, PJUT Marketplace and PaiPai Marketplace — help the company as the market leader in China with a market share of 6.6%. The company had revenue of $741.5 million in 2020 and $231.1 million in the first quarter of 2021, up 119% year-over-year.JD.com(NASDAQ:JD) will own 32.3% of the company after the IPO. The company plans on selling 16.2 million ADSs at a price point of $13 to $15.","news_type":1},"isVote":1,"tweetType":1,"viewCount":114,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":161137969,"gmtCreate":1623910064851,"gmtModify":1634025976668,"author":{"id":"3586341271268116","authorId":"3586341271268116","name":"osx86mac","avatar":"https://static.tigerbbs.com/a73b57dcfb48055b542896bf8361cde6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586341271268116","authorIdStr":"3586341271268116"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/161137969","repostId":"2143794095","repostType":4,"isVote":1,"tweetType":1,"viewCount":304,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":169184395,"gmtCreate":1623821893217,"gmtModify":1634027548128,"author":{"id":"3586341271268116","authorId":"3586341271268116","name":"osx86mac","avatar":"https://static.tigerbbs.com/a73b57dcfb48055b542896bf8361cde6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586341271268116","authorIdStr":"3586341271268116"},"themes":[],"htmlText":"looks promising","listText":"looks promising","text":"looks promising","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/169184395","repostId":"1105892749","repostType":4,"repost":{"id":"1105892749","kind":"news","pubTimestamp":1623809672,"share":"https://www.laohu8.com/m/news/1105892749?lang=&edition=full","pubTime":"2021-06-16 10:14","market":"us","language":"en","title":"Tesla Bulls Look for Stock Catalysts. They Found Three.","url":"https://stock-news.laohu8.com/highlight/detail?id=1105892749","media":"Barrons","summary":"Weak performance from Tesla stock has bullish analysts feeling disappointed these days. They are looking for catalysts to break shares out of their recent funk.That performance is flummoxing Tesla bulls. “Let’s begin with a healthy dose of intellectual honesty on the starting point for the stock,” writes Morgan Stanley analyst Adam Jonas in a Monday evening report. He is a Tesla bull rating shares Buy. His price target for the stock is $900 a share, almost 50% higher than recent levels. “Even bu","content":"<p>Weak performance from Tesla stock has bullish analysts feeling disappointed these days. They are looking for catalysts to break shares out of their recent funk.</p>\n<p>Tesla stock (ticker: TSLA) is down about 15% year to date and off about 50% from its January 52-week high of $900.40. Tesla has ceded leadership—from a stock perspective—back to traditional auto makers: General Motors (GM) and Ford Motor (F) shares are up 45% and 70% year to date, respectively.</p>\n<p>That performance is flummoxing Tesla bulls. “Let’s begin with a healthy dose of intellectual honesty on the starting point for the stock,” writes Morgan Stanley analyst&nbsp;Adam Jonas&nbsp;in a Monday evening report. He is a Tesla bull rating shares Buy. His price target for the stock is $900 a share, almost 50% higher than recent levels. “Even bulls should admit that the rise in the stock price during the second half of 2020, while perhaps deserved in principle, was packed into a&nbsp;highly concentrated&nbsp;time frame,” he writes.</p>\n<p>Tesla shares rose 227% in the second half of 2020, buoyed by strong earnings, strong deliveries, and the stock’s inclusion in the&nbsp;S&amp;P 500.</p>\n<p>“The stock had the better part of five years-worth of performance packed into about five month,” Jonas adds. He says his clients are now looking for the next big thing that can drive the stock forward again. His ideas include capacity expansion in Texas and Germany. After that, he predicts Tesla will open up five more plants between now and the middle of this decade.</p>\n<p>Jonas is also looking for Tesla to unveil another new vehicle model. By his estimation, Tesla covers only about 15% of the total addressable market for the auto industry with its Y, X, 3, and S models. Model expansion will be a positive. That isn’t on the near-term horizon, though the company is due to deliver its Cybertruck later in 2021.</p>\n<p>Canaccord analyst&nbsp;Jonathan Dorsheimer&nbsp;is looking in a different area for a catalyst: residential solar power. Part of the reason he is bullish is that “Tesla is creating an energy brand and an Apple-esque ecosystem of products with customer focused connectivity, seamlessly marrying car, solar, and back-up power,” he wrote in a report released Sunday.</p>\n<p>Dorsheimer is bullish, but feeling a little down lately. He still rates the stock Buy, but he cut his&nbsp;price target&nbsp;to $812 from $974 in his report. Among other things, he is disappointed by battery delays. Tesla is planning to use larger battery cells that promise better range, charge time, and costs. Those batteries aren’t available yet.</p>\n<p>Looking a little further back, Goldman Sachs analyst&nbsp;Mark Delaney&nbsp;was watching Tesla’s Model S Plaid delivery event last week. The Plaid can go zero to 60 miles per hour in less than two seconds. Delaney was impressed by the technology, but pointed out the Plaid, at roughly $130,000, is a niche vehicle. He is looking for 2021 deliveries to exceed expectations. Delaney is modeling 875,000 vehicles for Tesla in 2021. The Wall Street consensus number is closer to 825,000.</p>\n<p>Delaney rates shares Buy and has an $860 price target.</p>\n<p>New production ramping up, strong deliveries, and a growing solar business is what these three will watch for in coming months. If all goes well, those catalysts should be enough to drive Tesla stock higher, as long as there is no bad news in the meantime.</p>\n<p>Tesla stock was down 3%&nbsp;to $599.36&nbsp;on&nbsp;Tuesday, and down slightly for the week.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Bulls Look for Stock Catalysts. They Found Three.</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 Bulls Look for Stock Catalysts. They Found Three.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-16 10:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/tesla-bulls-look-for-stock-catalysts-they-found-three-51623774479?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Weak performance from Tesla stock has bullish analysts feeling disappointed these days. They are looking for catalysts to break shares out of their recent funk.\nTesla stock (ticker: TSLA) is down ...</p>\n\n<a href=\"https://www.barrons.com/articles/tesla-bulls-look-for-stock-catalysts-they-found-three-51623774479?mod=RTA\">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.barrons.com/articles/tesla-bulls-look-for-stock-catalysts-they-found-three-51623774479?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105892749","content_text":"Weak performance from Tesla stock has bullish analysts feeling disappointed these days. They are looking for catalysts to break shares out of their recent funk.\nTesla stock (ticker: TSLA) is down about 15% year to date and off about 50% from its January 52-week high of $900.40. Tesla has ceded leadership—from a stock perspective—back to traditional auto makers: General Motors (GM) and Ford Motor (F) shares are up 45% and 70% year to date, respectively.\nThat performance is flummoxing Tesla bulls. “Let’s begin with a healthy dose of intellectual honesty on the starting point for the stock,” writes Morgan Stanley analyst Adam Jonas in a Monday evening report. He is a Tesla bull rating shares Buy. His price target for the stock is $900 a share, almost 50% higher than recent levels. “Even bulls should admit that the rise in the stock price during the second half of 2020, while perhaps deserved in principle, was packed into a highly concentrated time frame,” he writes.\nTesla shares rose 227% in the second half of 2020, buoyed by strong earnings, strong deliveries, and the stock’s inclusion in the S&P 500.\n“The stock had the better part of five years-worth of performance packed into about five month,” Jonas adds. He says his clients are now looking for the next big thing that can drive the stock forward again. His ideas include capacity expansion in Texas and Germany. After that, he predicts Tesla will open up five more plants between now and the middle of this decade.\nJonas is also looking for Tesla to unveil another new vehicle model. By his estimation, Tesla covers only about 15% of the total addressable market for the auto industry with its Y, X, 3, and S models. Model expansion will be a positive. That isn’t on the near-term horizon, though the company is due to deliver its Cybertruck later in 2021.\nCanaccord analyst Jonathan Dorsheimer is looking in a different area for a catalyst: residential solar power. Part of the reason he is bullish is that “Tesla is creating an energy brand and an Apple-esque ecosystem of products with customer focused connectivity, seamlessly marrying car, solar, and back-up power,” he wrote in a report released Sunday.\nDorsheimer is bullish, but feeling a little down lately. He still rates the stock Buy, but he cut his price target to $812 from $974 in his report. Among other things, he is disappointed by battery delays. Tesla is planning to use larger battery cells that promise better range, charge time, and costs. Those batteries aren’t available yet.\nLooking a little further back, Goldman Sachs analyst Mark Delaney was watching Tesla’s Model S Plaid delivery event last week. The Plaid can go zero to 60 miles per hour in less than two seconds. Delaney was impressed by the technology, but pointed out the Plaid, at roughly $130,000, is a niche vehicle. He is looking for 2021 deliveries to exceed expectations. Delaney is modeling 875,000 vehicles for Tesla in 2021. The Wall Street consensus number is closer to 825,000.\nDelaney rates shares Buy and has an $860 price target.\nNew production ramping up, strong deliveries, and a growing solar business is what these three will watch for in coming months. If all goes well, those catalysts should be enough to drive Tesla stock higher, as long as there is no bad news in the meantime.\nTesla stock was down 3% to $599.36 on Tuesday, and down slightly for the week.","news_type":1},"isVote":1,"tweetType":1,"viewCount":452,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":160991011,"gmtCreate":1623768312633,"gmtModify":1634028583296,"author":{"id":"3586341271268116","authorId":"3586341271268116","name":"osx86mac","avatar":"https://static.tigerbbs.com/a73b57dcfb48055b542896bf8361cde6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586341271268116","authorIdStr":"3586341271268116"},"themes":[],"htmlText":"Woohoo. Shooting up","listText":"Woohoo. Shooting up","text":"Woohoo. Shooting up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/160991011","repostId":"1146208169","repostType":2,"isVote":1,"tweetType":1,"viewCount":178,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187377983,"gmtCreate":1623744847842,"gmtModify":1634029242971,"author":{"id":"3586341271268116","authorId":"3586341271268116","name":"osx86mac","avatar":"https://static.tigerbbs.com/a73b57dcfb48055b542896bf8361cde6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586341271268116","authorIdStr":"3586341271268116"},"themes":[],"htmlText":"[Happy]&nbsp;","listText":"[Happy]&nbsp;","text":"[Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/187377983","repostId":"1122638224","repostType":4,"isVote":1,"tweetType":1,"viewCount":170,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":161590127,"gmtCreate":1623933126869,"gmtModify":1634025716987,"author":{"id":"3586341271268116","authorId":"3586341271268116","name":"osx86mac","avatar":"https://static.tigerbbs.com/a73b57dcfb48055b542896bf8361cde6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586341271268116","authorIdStr":"3586341271268116"},"themes":[],"htmlText":"Who’s&nbsp;gonna crash it??","listText":"Who’s&nbsp;gonna crash it??","text":"Who’s gonna crash it??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/161590127","repostId":"1185082331","repostType":4,"repost":{"id":"1185082331","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":1623931553,"share":"https://www.laohu8.com/m/news/1185082331?lang=&edition=full","pubTime":"2021-06-17 20:05","market":"us","language":"en","title":"Toplines Before US Market Open on Thursday","url":"https://stock-news.laohu8.com/highlight/detail?id=1185082331","media":"Tiger Newspress","summary":"Technology stocks were set to lead Wall Street lower on Thursday after the Federal Reserve signaled ","content":"<p>Technology stocks were set to lead Wall Street lower on Thursday after the Federal Reserve signaled it could start tapering its massive stimulus earlier than expected, piling pressure on a sector that is seen as vulnerable to higher interest rates.</p>\n<p>At 8:05 a.m. ET, Dow E-minis were down 61 points, or 0.18%, S&amp;P 500 E-minis were down 9.5 points, or 0.23% and Nasdaq 100 E-minis fell 52.75 points, or 0.38%.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5c87220b14c23fa1ef2d424bd7883caf\" tg-width=\"584\" tg-height=\"215\"><span>*Source From Tiger Trade, EST 08:05</span></p>\n<p>Powell said progress toward the Fed's dual employment and inflation goals were happening somewhat faster than expected. Central bankers raised their GDP expectations for this year to 7% from 6.5% previously. </p>\n<p>Their unemployment rate estimate remained unchanged at 4.5%. In further evidence that the resumption of business activity has helped get people back to work, the government's latest initial jobless claims total is expected to drop to a new pandemic low of 360,000 for last week. </p>\n<p>The report is issued at 8:30 a.m. ET Thursday. Two weeks ago, new filings for unemployment benefits went below 400,000 for the first time since March 2020.</p>\n<p><b>Stocks making the biggest moves in the premarket:</b></p>\n<p><b>CureVac(CVAC)</b> – CureVac shares plunged 46.2% in the premarket after the German drugmaker reported disappointing results from a study of its experimental Covid-19 vaccine. The treatment was 47% effective in a clinical trial, compared to more than 90% for other mRNA-based vaccines fromModerna(MRNA) andPfizer(PFE).</p>\n<p><b>Novavax(NVAX),BioNTech(BNTX)</b> – On the heels of the CureVac news, Novavax added 3.4% in the premarket while BioNTech rose 2.6%. BioNTech's Covid vaccine – developed in partnership with Pfizer – is already approved for use in the US, while Novavax reported 90% efficacy for its vaccine in a recent study.</p>\n<p><b>The Honest Company(HNST)</b> – The household products maker reported a wider-than-expected loss in its first quarter as a public company, although revenue was better than analysts had anticipated. Sales got a boost from pandemic-induced demand for sanitizing products. The stock tumbled 8.3% in premarket trading.</p>\n<p><b>Tenet Healthcare(THC)</b> – The hospital operator's shares jumped 3.5% in the premarket, after it announced the sale of five hospitals and associated physician practices in Florida to Steward Health Care for about $1.1 billion.</p>\n<p><b>Lennar(LEN)</b> – Lennar earned $2.65 per share for its latest quarter, beating the $2.36 a share consensus estimate. Revenue topped forecasts as well. The home builder is dealing with higher input costs and a labor shortage, but the lack of homes for sale in the U.S. helped push prices higher and expand Lennar's profit margins significantly over a year earlier.</p>\n<p><b>Dell Technologies(DELL)</b> – Dell was chosen byDish Network(DISH) to build key parts of the 5G network the satellite TV operator is building in the United States. Dish will launch 5G service in Las Vegas later this year and plans to cover 70% of the U.S. with its network by mid-2023.</p>\n<p><b>Fisker(FSR)</b> – Fisker shares added 2.8% in the premarket after the electric vehicle maker signed a long-term manufacturing agreement withMagna International(MGA). Magna will build the Fisker Ocean electric SUV starting in November 2022.</p>\n<p><b>Aon(AON)</b>,Willis Towers Watson(WLTW) – The U.S. Justice Department sued to block insurance company Aon's deal to buy consulting firm Willis Towers Watson for $35 billion. The department said the combinationcould eliminate competitionin several different markets. Aon and Willis Towers said the move showed a lack of understanding of their businesses, clients and the markets in which they operate.</p>\n<p><b>Akamai Technologies(AKAM)</b> – A variety of financial institutions, governments and airlines experienced brief website outages early Thursday. Some of the outages were linked to a failure at web services company Akamai Technologies, according to people familiar with the matter who spoke to Bloomberg. Akamai said it was aware of the issue and was working to restore service as soon as possible. Shares fell 1.5% in premarket trading.</p>\n<p><b>O'Reilly Automotive(ORLY)</b> – The auto parts retailer struck a new $1.8 billion revolving credit agreement with a group of banks led byJPMorgan Chase(JPM).</p>\n<p><b>Jack In The Box(JACK)</b> – The restaurant chain was rated \"outperform\" in new coverage at RBC Capital, which noted the stock's discounted valuation compared to its peers as well as upbeat prospects for new restaurant growth.</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>Toplines Before US Market Open on Thursday</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\">\nToplines Before US Market Open on Thursday\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\">2021-06-17 20:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Technology stocks were set to lead Wall Street lower on Thursday after the Federal Reserve signaled it could start tapering its massive stimulus earlier than expected, piling pressure on a sector that is seen as vulnerable to higher interest rates.</p>\n<p>At 8:05 a.m. ET, Dow E-minis were down 61 points, or 0.18%, S&amp;P 500 E-minis were down 9.5 points, or 0.23% and Nasdaq 100 E-minis fell 52.75 points, or 0.38%.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5c87220b14c23fa1ef2d424bd7883caf\" tg-width=\"584\" tg-height=\"215\"><span>*Source From Tiger Trade, EST 08:05</span></p>\n<p>Powell said progress toward the Fed's dual employment and inflation goals were happening somewhat faster than expected. Central bankers raised their GDP expectations for this year to 7% from 6.5% previously. </p>\n<p>Their unemployment rate estimate remained unchanged at 4.5%. In further evidence that the resumption of business activity has helped get people back to work, the government's latest initial jobless claims total is expected to drop to a new pandemic low of 360,000 for last week. </p>\n<p>The report is issued at 8:30 a.m. ET Thursday. Two weeks ago, new filings for unemployment benefits went below 400,000 for the first time since March 2020.</p>\n<p><b>Stocks making the biggest moves in the premarket:</b></p>\n<p><b>CureVac(CVAC)</b> – CureVac shares plunged 46.2% in the premarket after the German drugmaker reported disappointing results from a study of its experimental Covid-19 vaccine. The treatment was 47% effective in a clinical trial, compared to more than 90% for other mRNA-based vaccines fromModerna(MRNA) andPfizer(PFE).</p>\n<p><b>Novavax(NVAX),BioNTech(BNTX)</b> – On the heels of the CureVac news, Novavax added 3.4% in the premarket while BioNTech rose 2.6%. BioNTech's Covid vaccine – developed in partnership with Pfizer – is already approved for use in the US, while Novavax reported 90% efficacy for its vaccine in a recent study.</p>\n<p><b>The Honest Company(HNST)</b> – The household products maker reported a wider-than-expected loss in its first quarter as a public company, although revenue was better than analysts had anticipated. Sales got a boost from pandemic-induced demand for sanitizing products. The stock tumbled 8.3% in premarket trading.</p>\n<p><b>Tenet Healthcare(THC)</b> – The hospital operator's shares jumped 3.5% in the premarket, after it announced the sale of five hospitals and associated physician practices in Florida to Steward Health Care for about $1.1 billion.</p>\n<p><b>Lennar(LEN)</b> – Lennar earned $2.65 per share for its latest quarter, beating the $2.36 a share consensus estimate. Revenue topped forecasts as well. The home builder is dealing with higher input costs and a labor shortage, but the lack of homes for sale in the U.S. helped push prices higher and expand Lennar's profit margins significantly over a year earlier.</p>\n<p><b>Dell Technologies(DELL)</b> – Dell was chosen byDish Network(DISH) to build key parts of the 5G network the satellite TV operator is building in the United States. Dish will launch 5G service in Las Vegas later this year and plans to cover 70% of the U.S. with its network by mid-2023.</p>\n<p><b>Fisker(FSR)</b> – Fisker shares added 2.8% in the premarket after the electric vehicle maker signed a long-term manufacturing agreement withMagna International(MGA). Magna will build the Fisker Ocean electric SUV starting in November 2022.</p>\n<p><b>Aon(AON)</b>,Willis Towers Watson(WLTW) – The U.S. Justice Department sued to block insurance company Aon's deal to buy consulting firm Willis Towers Watson for $35 billion. The department said the combinationcould eliminate competitionin several different markets. Aon and Willis Towers said the move showed a lack of understanding of their businesses, clients and the markets in which they operate.</p>\n<p><b>Akamai Technologies(AKAM)</b> – A variety of financial institutions, governments and airlines experienced brief website outages early Thursday. Some of the outages were linked to a failure at web services company Akamai Technologies, according to people familiar with the matter who spoke to Bloomberg. Akamai said it was aware of the issue and was working to restore service as soon as possible. Shares fell 1.5% in premarket trading.</p>\n<p><b>O'Reilly Automotive(ORLY)</b> – The auto parts retailer struck a new $1.8 billion revolving credit agreement with a group of banks led byJPMorgan Chase(JPM).</p>\n<p><b>Jack In The Box(JACK)</b> – The restaurant chain was rated \"outperform\" in new coverage at RBC Capital, which noted the stock's discounted valuation compared to its peers as well as upbeat prospects for new restaurant growth.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185082331","content_text":"Technology stocks were set to lead Wall Street lower on Thursday after the Federal Reserve signaled it could start tapering its massive stimulus earlier than expected, piling pressure on a sector that is seen as vulnerable to higher interest rates.\nAt 8:05 a.m. ET, Dow E-minis were down 61 points, or 0.18%, S&P 500 E-minis were down 9.5 points, or 0.23% and Nasdaq 100 E-minis fell 52.75 points, or 0.38%.\n*Source From Tiger Trade, EST 08:05\nPowell said progress toward the Fed's dual employment and inflation goals were happening somewhat faster than expected. Central bankers raised their GDP expectations for this year to 7% from 6.5% previously. \nTheir unemployment rate estimate remained unchanged at 4.5%. In further evidence that the resumption of business activity has helped get people back to work, the government's latest initial jobless claims total is expected to drop to a new pandemic low of 360,000 for last week. \nThe report is issued at 8:30 a.m. ET Thursday. Two weeks ago, new filings for unemployment benefits went below 400,000 for the first time since March 2020.\nStocks making the biggest moves in the premarket:\nCureVac(CVAC) – CureVac shares plunged 46.2% in the premarket after the German drugmaker reported disappointing results from a study of its experimental Covid-19 vaccine. The treatment was 47% effective in a clinical trial, compared to more than 90% for other mRNA-based vaccines fromModerna(MRNA) andPfizer(PFE).\nNovavax(NVAX),BioNTech(BNTX) – On the heels of the CureVac news, Novavax added 3.4% in the premarket while BioNTech rose 2.6%. BioNTech's Covid vaccine – developed in partnership with Pfizer – is already approved for use in the US, while Novavax reported 90% efficacy for its vaccine in a recent study.\nThe Honest Company(HNST) – The household products maker reported a wider-than-expected loss in its first quarter as a public company, although revenue was better than analysts had anticipated. Sales got a boost from pandemic-induced demand for sanitizing products. The stock tumbled 8.3% in premarket trading.\nTenet Healthcare(THC) – The hospital operator's shares jumped 3.5% in the premarket, after it announced the sale of five hospitals and associated physician practices in Florida to Steward Health Care for about $1.1 billion.\nLennar(LEN) – Lennar earned $2.65 per share for its latest quarter, beating the $2.36 a share consensus estimate. Revenue topped forecasts as well. The home builder is dealing with higher input costs and a labor shortage, but the lack of homes for sale in the U.S. helped push prices higher and expand Lennar's profit margins significantly over a year earlier.\nDell Technologies(DELL) – Dell was chosen byDish Network(DISH) to build key parts of the 5G network the satellite TV operator is building in the United States. Dish will launch 5G service in Las Vegas later this year and plans to cover 70% of the U.S. with its network by mid-2023.\nFisker(FSR) – Fisker shares added 2.8% in the premarket after the electric vehicle maker signed a long-term manufacturing agreement withMagna International(MGA). Magna will build the Fisker Ocean electric SUV starting in November 2022.\nAon(AON),Willis Towers Watson(WLTW) – The U.S. Justice Department sued to block insurance company Aon's deal to buy consulting firm Willis Towers Watson for $35 billion. The department said the combinationcould eliminate competitionin several different markets. Aon and Willis Towers said the move showed a lack of understanding of their businesses, clients and the markets in which they operate.\nAkamai Technologies(AKAM) – A variety of financial institutions, governments and airlines experienced brief website outages early Thursday. Some of the outages were linked to a failure at web services company Akamai Technologies, according to people familiar with the matter who spoke to Bloomberg. Akamai said it was aware of the issue and was working to restore service as soon as possible. Shares fell 1.5% in premarket trading.\nO'Reilly Automotive(ORLY) – The auto parts retailer struck a new $1.8 billion revolving credit agreement with a group of banks led byJPMorgan Chase(JPM).\nJack In The Box(JACK) – The restaurant chain was rated \"outperform\" in new coverage at RBC Capital, which noted the stock's discounted valuation compared to its peers as well as upbeat prospects for new restaurant growth.","news_type":1},"isVote":1,"tweetType":1,"viewCount":191,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":163976580,"gmtCreate":1623858730040,"gmtModify":1631885132156,"author":{"id":"3586341271268116","authorId":"3586341271268116","name":"osx86mac","avatar":"https://static.tigerbbs.com/a73b57dcfb48055b542896bf8361cde6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586341271268116","authorIdStr":"3586341271268116"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ORPH\">$Orphazyme A/S(ORPH)$</a>omg. Let go too soon","listText":"<a href=\"https://laohu8.com/S/ORPH\">$Orphazyme A/S(ORPH)$</a>omg. Let go too soon","text":"$Orphazyme A/S(ORPH)$omg. Let go too soon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/163976580","isVote":1,"tweetType":1,"viewCount":536,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":160978447,"gmtCreate":1623770930989,"gmtModify":1634028519635,"author":{"id":"3586341271268116","authorId":"3586341271268116","name":"osx86mac","avatar":"https://static.tigerbbs.com/a73b57dcfb48055b542896bf8361cde6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586341271268116","authorIdStr":"3586341271268116"},"themes":[],"htmlText":"Nice to read","listText":"Nice to read","text":"Nice to read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/160978447","repostId":"1150591447","repostType":4,"repost":{"id":"1150591447","kind":"news","pubTimestamp":1623769391,"share":"https://www.laohu8.com/m/news/1150591447?lang=&edition=full","pubTime":"2021-06-15 23:03","market":"us","language":"en","title":"Here's a complete trader playbook for every outcome from the key Fed meeting","url":"https://stock-news.laohu8.com/highlight/detail?id=1150591447","media":"CNBC","summary":"The Federal Reserve’s all-important policy meeting this week is going to affect where investors put ","content":"<div>\n<p>The Federal Reserve’s all-important policy meeting this week is going to affect where investors put their money to work going forward.\nThe Federal Open Market Committee,which will conclude its two-day...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/15/heres-a-complete-trader-playbook-for-every-outcome-from-the-key-fed-meeting.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","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>Here's a complete trader playbook for every outcome from the key Fed meeting</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\">\nHere's a complete trader playbook for every outcome from the key Fed meeting\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-15 23:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/15/heres-a-complete-trader-playbook-for-every-outcome-from-the-key-fed-meeting.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Federal Reserve’s all-important policy meeting this week is going to affect where investors put their money to work going forward.\nThe Federal Open Market Committee,which will conclude its two-day...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/15/heres-a-complete-trader-playbook-for-every-outcome-from-the-key-fed-meeting.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","SPY":"标普500ETF",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://www.cnbc.com/2021/06/15/heres-a-complete-trader-playbook-for-every-outcome-from-the-key-fed-meeting.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1150591447","content_text":"The Federal Reserve’s all-important policy meeting this week is going to affect where investors put their money to work going forward.\nThe Federal Open Market Committee,which will conclude its two-day meeting Wednesday, could start preliminary discussions about scaling back the unprecedented bond-buying programs that aided the economy during the pandemic. Some market participants believe it’s still too soon for the central bank to signal such a tapering action, while others think the Fed will be able to find a happy medium that won’t upset the markets.\nEach scenario has different investing implications as they are expected to make big moves across asset classes.\nHere’s a playbook for traders on every scenario from the central bank’s key meeting.\nIf the Fed signals it’s staying with easy policies\nThe Fed could reiterate its transitory stance on inflation, ignoring the pick-up in price pressures reflected in recent economic data. If the central bank says its not time to remove accommodative policies and it’s not concerned about inflation, investors should stick with hedges against rising prices like commodities and stocks with high pricing power, investment banks found.\nBank of America screened S&P 500 companies that its analysts believe have the most pricing power and ability to expand margins at times of rising prices. The stocks include a few chipmakers —Nvidia,Texas InstrumentsandBroadcom— as well as consumer plays likeHome Depot,NikeandPepsiCo.Energy dividend payerExxon Mobilis also on the list.\nUBS also developed a framework for scoring corporate pricing agility, which considers pricing power, margin momentum and input cost exposure. For pricing power, UBS quantified the extent to which a company can raise prices over and above costs. For margin momentum, UBS tracked corporate pricing trends using its proprietary pricing mapping.\nFor input cost exposure, UBS searched for companies with negative sentiment around commodity and transport costs on earnings calls.\n\nBillionaire hedge fund manager Paul Tudor Jones said earlier this week that investors should “go all in on the inflation trades” if the Fed keeps ignoring higher prices.\n“If they treat these numbers — which were material events, they were very material —if they treat them with nonchalance, I think it’s just a green light to bet heavily on every inflation trade,” Tudor Jones said on “Squawk Box”on Monday.\n“If they say, ‘We’re on path, things are good,’ then I would just go all in on the inflation trades. I’d probably buy commodities, buy crypto, buy gold,” added Tudor Jones, who called the stock market crash in 1987.\nThe legendary investor believe cryptocurrencies and other commodities are favorable inflation hedges. Other than buying the commodities outright, investors could also bet on related exchange-traded funds, like gold miner ETFs.\nThe VanEck Vectors Gold Miners ETF (GDX),the biggest gold miner ETF with more than $14 billion in assets under management, has outperformed the populargold ETF GLDso far this year.\nIf the Fed signals it’s time to start removing easy policies\nAnother widely speculated scenario is for the Fed to signal that it’s nearing the time to dial back easy policy saying it will start tapering soon and move up its forecast for a rate increase. Under such a case where the central bank isn’t sufficiently dovish, many expect bond yields to shoot higher.\n“It could easily move longer yields higher,” said Kristina Hooper, Invesco’s chief global market strategist. “A revised dot plot could be one way to do that if it shows the anticipation of earlier or more aggressive rate hikes. And Fed Chair Jay Powell could easily push rates up if he shares that the Fed has started discussing tapering or suggests tapering could start in the next several months.”\nTudor Jones warned that this scenario could lead to another taper tantrum that could cause a correction in stocks.\n“If they course correct, if they say, ‘We’ve got incoming data, we’ve accomplished our mission or we’re on the way very rapidly to accomplishing our mission on employment,’ then you’re going to get a taper tantrum,”Tudor Jones said on Monday. “You’re going to get a sell-off in fixed income. You’re going to get a correction in stocks.”\nCNBC Pro combed through the returns of all S&P 500 stocks during the last five significant spikes in the 10-year Treasury yield. These five periods of a sharp move in rates occurred between 2003 and 2006, 2008 and 2009, 2012 and 2013, 2016 and 2018, and 2020 through now.\nAfter we found the stocks that beat the market every time, we looked for the names that are well-loved by analysts on Wall Street today. The stocks’ average gains during those rising interest rate periods are listed below, along with the percentage of analysts with buy ratings right now.\n\nBank of America’s head of U.S. equity and quantitative strategy Savita Subramanian is advising clients to buy high-quality stocks when tapering nears. High-quality stocks have a “B+” or better S&P quality rating.\nSubramanian said during the 2013 taper tantrum, high-quality names outperformed their low-quality counterparts by 1.3 percentage points from peak to trough in May and June.\nA hint at removing stimulus could also hurt stocks that are most sensitive to the economic recovery, including cyclicals like financials, energy and materials.\n“More hawkish = lower growth. Cyclicals should underperform,” Dennis DeBusschere, macro research analyst at Evercore ISI, said in a note. “The fact that hawkish concerns are being brought up at the same time people believe the reflation trade is in trouble and you have a poor Cyclical backdrop.”\nSo far in 2021, the energy sector has been the biggest winner among the 11 S&P 500 groupings, up 46%. Financials and real estate both gained more than 20% this year.\nIf the Fed makes both camps happy\nA third scenario could occur in which the Fed signals that it is concerned about inflation, but the central bank is not yet ready to taper.\nIf Fed chair Jerome Powell admits the discussion of tapering but nothing has been decided, then the market will likely see a modest rally, led by tech stocks, according to Tom Essaye, founder of the Sevens Report.\n“This is essentially the outcome that Powell and the Fed have been telegraphing for the past several weeks,” Essaye said. “This would be a continuation of the past two weeks’ Goldilocks market outlook. This outcome would help the S&P 500 extend last week’s breakout.”\nInvestors have been rotating back to tech as of late with bond yields coming down. The tech-heavyNasdaq Compositehas rallied about 2.5% this month, hitting a record close on Monday, its first all-time high since April 26. In comparison, the S&P 500 has risen just under 1% in June.\n“This is what the Fed has been doing for the last several months — warning that an inflation surge was coming but that it is transitory so no need to taper,” Jim Paulsen, chief investment strategist at the Leuthold Group, told CNBC. “Moreover, this is probably the most expected outcome from the Fed meeting.”\n“Yes, there may be comments by members that the time to start talking about tapering is here, but I think Powell will continue to suggest that inflation is up as expected but is not yet acting any differently than anticipated,” added Paulsen.\nThis year’s pullback in tech stocks has opened some opportunities in high-quality names that are now trading at a discount, according to top-rated technology analyst Toni Sacconaghi of Bernstein.\nThe Wall Street firm found several technology stocks that have inexpensive valuations and are high in quality. Bernstein screened for the cheapest tech names based on their forward price-to-earnings ratio. The firm also assigned each stock with a quality score.","news_type":1},"isVote":1,"tweetType":1,"viewCount":101,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187372438,"gmtCreate":1623744750524,"gmtModify":1634029244700,"author":{"id":"3586341271268116","authorId":"3586341271268116","name":"osx86mac","avatar":"https://static.tigerbbs.com/a73b57dcfb48055b542896bf8361cde6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586341271268116","authorIdStr":"3586341271268116"},"themes":[],"htmlText":"👍🏻","listText":"👍🏻","text":"👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/187372438","repostId":"1127823989","repostType":2,"isVote":1,"tweetType":1,"viewCount":202,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187379299,"gmtCreate":1623744410811,"gmtModify":1634029247987,"author":{"id":"3586341271268116","authorId":"3586341271268116","name":"osx86mac","avatar":"https://static.tigerbbs.com/a73b57dcfb48055b542896bf8361cde6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586341271268116","authorIdStr":"3586341271268116"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/187379299","repostId":"1148565686","repostType":4,"isVote":1,"tweetType":1,"viewCount":72,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}