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adriandino
adriandino
·
2021-12-22
Wow
BiondVax Shares Skyrocket After It Plans To In-License Nanosized COVID-19 Antibody<blockquote>BiondVax计划获得纳米级COVID-19抗体许可后股价飙升</blockquote>
BiondVax Pharmaceuticals Ltd has entered into agreements with the Max Planck Society and the Univers
BiondVax Shares Skyrocket After It Plans To In-License Nanosized COVID-19 Antibody<blockquote>BiondVax计划获得纳米级COVID-19抗体许可后股价飙升</blockquote>
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adriandino
adriandino
·
2021-12-05
Buy
非常抱歉,此主贴已删除
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4
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adriandino
adriandino
·
2021-12-03
Up?
Grab stock rallied 7% in premarket trading<blockquote>Grab股价在盘前交易中上涨7%</blockquote>
Grab stock rallied 7% in premarket trading after plunging 20% on first day of trading. After comple
Grab stock rallied 7% in premarket trading<blockquote>Grab股价在盘前交易中上涨7%</blockquote>
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adriandino
adriandino
·
2021-11-12
Liked
Natura &Co posts $50 mln quarterly profit; plans share buyback, listing switch<blockquote>Natura&Co公布季度利润5000万美元;计划股票回购、上市转换</blockquote>
SAO PAULO, Nov 12 (Reuters) - Brazilian cosmetics maker Natura &Co has reported a 28.5% drop in quar
Natura &Co posts $50 mln quarterly profit; plans share buyback, listing switch<blockquote>Natura&Co公布季度利润5000万美元;计划股票回购、上市转换</blockquote>
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adriandino
adriandino
·
2021-11-04
Oh no
Moderna stock plunged 9% after reporting quarterly results<blockquote>Moderna公布季度业绩后股价暴跌9%</blockquote>
Moderna stock plunged 9% after it cut its Covid-19 vaccine sales forecast for the year and missed ea
Moderna stock plunged 9% after reporting quarterly results<blockquote>Moderna公布季度业绩后股价暴跌9%</blockquote>
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adriandino
adriandino
·
2021-10-19
Buy buy buy
Alibaba Confirms It's Developing In-House Advanced Chips To Boost Cloud Computing Business<blockquote>阿里巴巴-SW确认正在开发内部先进芯片以推动云计算业务</blockquote>
Chinese e-commerce giant Alibaba on Tuesday confirmed plans to develop an in-house processor that wo
Alibaba Confirms It's Developing In-House Advanced Chips To Boost Cloud Computing Business<blockquote>阿里巴巴-SW确认正在开发内部先进芯片以推动云计算业务</blockquote>
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adriandino
adriandino
·
2021-10-13
Buy buy buy
Tesla Stock: The Path To $2,500 By 2030<blockquote>特斯拉股票:到2030年将达到2,500美元</blockquote>
Summary Tesla experienced explosive gains last year. This year, the stock has struggled, but the co
Tesla Stock: The Path To $2,500 By 2030<blockquote>特斯拉股票:到2030年将达到2,500美元</blockquote>
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adriandino
adriandino
·
2021-10-11
Buy buy buy
非常抱歉,此主贴已删除
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adriandino
adriandino
·
2021-09-28
Buy buy buy
非常抱歉,此主贴已删除
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adriandino
adriandino
·
2021-09-27
Buy buy buy
非常抱歉,此主贴已删除
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<li>The parties intend to enter into a 5-year strategic research collaboration, including an option for BiondVax to license VHH antibodies.</li> <li>VHH antibodies were developed by the Max Planck Institute and exhibit key advantages over current industry-standard human monoclonal antibodies (mAbs).</li> <li>These include the ability to bind to smaller target sites, significantly higher affinity to the target, higher stability, ease & lower manufacturing cost, and potential for improved patient safety.</li> <li>The collaboration will begin with licensing BiondVax's exclusive worldwide COVID-19 VHH antibody candidates.</li> <li>The candidates have been shown to neutralize all known major variants of concern at around 100-times lower drug concentrations than current COVID-19 mAbs.</li> <li>BiondVax anticipates completing preclinical proof-of-concept inhalation studies in 2022 and initiating human clinical trials in 2023.</li> <li>The parties aim to complete definitive agreements within 90 days, although there is no guarantee if and when the parties will execute the final agreements.</li> <li><b>Price Action:</b> BVXV shares are up 98.7% at $2.94 during the premarket session on the last check Wednesday.</li> </ul></p><p><blockquote><ul><li>双方打算开展为期5年的战略研究合作,包括BiondVax许可VHH抗体的选项。</li><li>VHH抗体由马克斯·普朗克研究所开发,表现出优于当前行业标准人单克隆抗体(mAb)的关键优势。</li><li>这些包括与较小靶位点结合的能力、与靶显著更高的亲和力、更高的稳定性、易于和更低的制造成本以及改善患者安全性的潜力。</li><li>此次合作将从授权BiondVax的全球独家COVID-19 VHH候选抗体开始。</li><li>这些候选药物已被证明可以中和所有已知的主要变异体,药物浓度比目前的新冠肺炎单克隆抗体低约100倍。</li><li>BiondVax预计将于2022年完成临床前概念验证吸入研究,并于2023年启动人体临床试验。</li><li>双方的目标是在90天内完成最终协议,尽管无法保证双方是否以及何时会执行最终协议。</li><li><b>价格走势:</b>周三最后一次盘前交易中,BVXV股价上涨98.7%,至2.94美元。</li></ul></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>BiondVax Shares Skyrocket After It Plans To In-License Nanosized COVID-19 Antibody<blockquote>BiondVax计划获得纳米级COVID-19抗体许可后股价飙升</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; 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width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBiondVax Shares Skyrocket After It Plans To In-License Nanosized COVID-19 Antibody<blockquote>BiondVax计划获得纳米级COVID-19抗体许可后股价飙升</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\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 smaller\">2021-12-22 22:26</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p><b>BiondVax Pharmaceuticals Ltd</b> has entered into agreements with the Max Planck Society and the University Medical Center Göttingen in Germany.</p><p><blockquote><b>BiondVax制药有限公司</b>已与德国马克斯·普朗克学会和哥廷根大学医学中心签订协议。</blockquote></p><p> <ul> <li>The parties intend to enter into a 5-year strategic research collaboration, including an option for BiondVax to license VHH antibodies.</li> <li>VHH antibodies were developed by the Max Planck Institute and exhibit key advantages over current industry-standard human monoclonal antibodies (mAbs).</li> <li>These include the ability to bind to smaller target sites, significantly higher affinity to the target, higher stability, ease & lower manufacturing cost, and potential for improved patient safety.</li> <li>The collaboration will begin with licensing BiondVax's exclusive worldwide COVID-19 VHH antibody candidates.</li> <li>The candidates have been shown to neutralize all known major variants of concern at around 100-times lower drug concentrations than current COVID-19 mAbs.</li> <li>BiondVax anticipates completing preclinical proof-of-concept inhalation studies in 2022 and initiating human clinical trials in 2023.</li> <li>The parties aim to complete definitive agreements within 90 days, although there is no guarantee if and when the parties will execute the final agreements.</li> <li><b>Price Action:</b> BVXV shares are up 98.7% at $2.94 during the premarket session on the last check Wednesday.</li> </ul></p><p><blockquote><ul><li>双方打算开展为期5年的战略研究合作,包括BiondVax许可VHH抗体的选项。</li><li>VHH抗体由马克斯·普朗克研究所开发,表现出优于当前行业标准人单克隆抗体(mAb)的关键优势。</li><li>这些包括与较小靶位点结合的能力、与靶显著更高的亲和力、更高的稳定性、易于和更低的制造成本以及改善患者安全性的潜力。</li><li>此次合作将从授权BiondVax的全球独家COVID-19 VHH候选抗体开始。</li><li>这些候选药物已被证明可以中和所有已知的主要变异体,药物浓度比目前的新冠肺炎单克隆抗体低约100倍。</li><li>BiondVax预计将于2022年完成临床前概念验证吸入研究,并于2023年启动人体临床试验。</li><li>双方的目标是在90天内完成最终协议,尽管无法保证双方是否以及何时会执行最终协议。</li><li><b>价格走势:</b>周三最后一次盘前交易中,BVXV股价上涨98.7%,至2.94美元。</li></ul></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165830356","content_text":"BiondVax Pharmaceuticals Ltd has entered into agreements with the Max Planck Society and the University Medical Center Göttingen in Germany.\n\nThe parties intend to enter into a 5-year strategic research collaboration, including an option for BiondVax to license VHH antibodies.\nVHH antibodies were developed by the Max Planck Institute and exhibit key advantages over current industry-standard human monoclonal antibodies (mAbs).\nThese include the ability to bind to smaller target sites, significantly higher affinity to the target, higher stability, ease & lower manufacturing cost, and potential for improved patient safety.\nThe collaboration will begin with licensing BiondVax's exclusive worldwide COVID-19 VHH antibody candidates.\nThe candidates have been shown to neutralize all known major variants of concern at around 100-times lower drug concentrations than current COVID-19 mAbs.\nBiondVax anticipates completing preclinical proof-of-concept inhalation studies in 2022 and initiating human clinical trials in 2023.\nThe parties aim to complete definitive agreements within 90 days, although there is no guarantee if and when the parties will execute the final agreements.\nPrice Action: BVXV shares are up 98.7% at $2.94 during the premarket session on the last check Wednesday.","news_type":1,"symbols_score_info":{"BVXV":0.9}},"isVote":1,"tweetType":1,"viewCount":2349,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608690847,"gmtCreate":1638701123059,"gmtModify":1638701123059,"author":{"id":"3557838603033373","authorId":"3557838603033373","name":"adriandino","avatar":"https://static.tigerbbs.com/7ee1cd14ed5057e0ad135ec52ba710cf","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557838603033373","authorIdStr":"3557838603033373"},"themes":[],"htmlText":"Buy","listText":"Buy","text":"Buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/608690847","repostId":"2188528084","repostType":4,"isVote":1,"tweetType":1,"viewCount":3358,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":601292988,"gmtCreate":1638531326683,"gmtModify":1638531350519,"author":{"id":"3557838603033373","authorId":"3557838603033373","name":"adriandino","avatar":"https://static.tigerbbs.com/7ee1cd14ed5057e0ad135ec52ba710cf","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557838603033373","authorIdStr":"3557838603033373"},"themes":[],"htmlText":"Up?","listText":"Up?","text":"Up?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/601292988","repostId":"1166348149","repostType":4,"repost":{"id":"1166348149","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":1638522212,"share":"https://www.laohu8.com/m/news/1166348149?lang=zh_CN&edition=full","pubTime":"2021-12-03 17:03","market":"us","language":"en","title":"Grab stock rallied 7% in premarket trading<blockquote>Grab股价在盘前交易中上涨7%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1166348149","media":"Tiger Newspress","summary":"Grab stock rallied 7% in premarket trading after plunging 20% on first day of trading.\n\nAfter comple","content":"<p>Grab stock rallied 7% in premarket trading after plunging 20% on first day of trading.</p><p><blockquote>Grab股价在首日交易暴跌20%后,在盘前交易中上涨7%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/f1ecbac0018debb2d6e75a60d1c7f3d1\" tg-width=\"853\" tg-height=\"619\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> After completing the richest deal yet for a special-purpose acquisition company,Grab Holdings Ltd. shares experienced an initial pop Thursday, their first day of trading in the U.S., but then slumped to a decline of more than 20%.</p><p><blockquote>Grab Holdings Ltd.在完成了特殊目的收购公司迄今为止最富有的交易后。周四,即在美国交易的第一天,该股经历了最初的上涨,但随后暴跌至20%以上的跌幅。</blockquote></p><p> The Singapore-based company makes a \"superapp\" offering ride-hailing, delivery and financial services in more than 400 cities in Southeast Asia. Grab's chief financial officer, Peter Oey, said in an interview on Thursday that the company had its \"roughest patch\" in the third quarter ended Sept. 30 because of COVID-19-related shutdowns in Southeast Asia, especially Vietnam. But he pointed to continued expected growth and recovery, even as the company watches what happens with the new coronavirus variant, omicron.</p><p><blockquote>这家总部位于新加坡的公司开发了一款“超级应用”,在东南亚400多个城市提供叫车、送货和金融服务。Grab首席财务官Peter Oey周四在接受采访时表示,由于东南亚(尤其是越南)与COVID-19相关的停工,该公司在截至9月30日的第三季度经历了“最艰难的时期”。但他指出,尽管该公司正在关注新型冠状病毒变种奥密克戎的情况,但预计增长和复苏仍将持续。</blockquote></p><p> Backers of Grab, which was founded in 2012, include Didi Global Inc, Toyota Motor Corp. and SoftBank Group Corp.'s Vision Fund.</p><p><blockquote>Grab成立于2012年,其支持者包括滴滴出行、丰田汽车和软银集团的愿景基金。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Grab stock rallied 7% in premarket trading<blockquote>Grab股价在盘前交易中上涨7%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGrab stock rallied 7% in premarket trading<blockquote>Grab股价在盘前交易中上涨7%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\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 smaller\">2021-12-03 17:03</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Grab stock rallied 7% in premarket trading after plunging 20% on first day of trading.</p><p><blockquote>Grab股价在首日交易暴跌20%后,在盘前交易中上涨7%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/f1ecbac0018debb2d6e75a60d1c7f3d1\" tg-width=\"853\" tg-height=\"619\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> After completing the richest deal yet for a special-purpose acquisition company,Grab Holdings Ltd. shares experienced an initial pop Thursday, their first day of trading in the U.S., but then slumped to a decline of more than 20%.</p><p><blockquote>Grab Holdings Ltd.在完成了特殊目的收购公司迄今为止最富有的交易后。周四,即在美国交易的第一天,该股经历了最初的上涨,但随后暴跌至20%以上的跌幅。</blockquote></p><p> The Singapore-based company makes a \"superapp\" offering ride-hailing, delivery and financial services in more than 400 cities in Southeast Asia. Grab's chief financial officer, Peter Oey, said in an interview on Thursday that the company had its \"roughest patch\" in the third quarter ended Sept. 30 because of COVID-19-related shutdowns in Southeast Asia, especially Vietnam. But he pointed to continued expected growth and recovery, even as the company watches what happens with the new coronavirus variant, omicron.</p><p><blockquote>这家总部位于新加坡的公司开发了一款“超级应用”,在东南亚400多个城市提供叫车、送货和金融服务。Grab首席财务官Peter Oey周四在接受采访时表示,由于东南亚(尤其是越南)与COVID-19相关的停工,该公司在截至9月30日的第三季度经历了“最艰难的时期”。但他指出,尽管该公司正在关注新型冠状病毒变种奥密克戎的情况,但预计增长和复苏仍将持续。</blockquote></p><p> Backers of Grab, which was founded in 2012, include Didi Global Inc, Toyota Motor Corp. and SoftBank Group Corp.'s Vision Fund.</p><p><blockquote>Grab成立于2012年,其支持者包括滴滴出行、丰田汽车和软银集团的愿景基金。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GRAB":"Grab Holdings"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166348149","content_text":"Grab stock rallied 7% in premarket trading after plunging 20% on first day of trading.\n\nAfter completing the richest deal yet for a special-purpose acquisition company,Grab Holdings Ltd. shares experienced an initial pop Thursday, their first day of trading in the U.S., but then slumped to a decline of more than 20%.\nThe Singapore-based company makes a \"superapp\" offering ride-hailing, delivery and financial services in more than 400 cities in Southeast Asia. Grab's chief financial officer, Peter Oey, said in an interview on Thursday that the company had its \"roughest patch\" in the third quarter ended Sept. 30 because of COVID-19-related shutdowns in Southeast Asia, especially Vietnam. But he pointed to continued expected growth and recovery, even as the company watches what happens with the new coronavirus variant, omicron.\nBackers of Grab, which was founded in 2012, include Didi Global Inc, Toyota Motor Corp. and SoftBank Group Corp.'s Vision Fund.","news_type":1,"symbols_score_info":{"GRAB":0.9}},"isVote":1,"tweetType":1,"viewCount":3853,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":879637577,"gmtCreate":1636715008912,"gmtModify":1636715009013,"author":{"id":"3557838603033373","authorId":"3557838603033373","name":"adriandino","avatar":"https://static.tigerbbs.com/7ee1cd14ed5057e0ad135ec52ba710cf","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557838603033373","authorIdStr":"3557838603033373"},"themes":[],"htmlText":"Liked","listText":"Liked","text":"Liked","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/879637577","repostId":"1149394295","repostType":4,"repost":{"id":"1149394295","kind":"news","pubTimestamp":1636714672,"share":"https://www.laohu8.com/m/news/1149394295?lang=zh_CN&edition=full","pubTime":"2021-11-12 18:57","market":"us","language":"en","title":"Natura &Co posts $50 mln quarterly profit; plans share buyback, listing switch<blockquote>Natura&Co公布季度利润5000万美元;计划股票回购、上市转换</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1149394295","media":"Reuters","summary":"SAO PAULO, Nov 12 (Reuters) - Brazilian cosmetics maker Natura &Co has reported a 28.5% drop in quar","content":"<p>SAO PAULO, Nov 12 (Reuters) - Brazilian cosmetics maker Natura &Co has reported a 28.5% drop in quarterly net income to 272.9 million reais ($50.45 million) while also announcing a new share buyback program and potential plans to list its shares in New York.</p><p><blockquote>路透圣保罗11月12日-巴西化妆品制造商Natura&Co报告季度净利润下降28.5%,至2.729亿雷亚尔(合5045万美元),同时还宣布了一项新的股票回购计划以及在纽约上市的潜在计划。</blockquote></p><p> Natura group CEO Roberto Marques said it was tough to compare the results with the same period of 2020, when the firm grew by more than 20%, but noted it has still outperformed the industry on a year-to-date basis and versus pre-pandemic levels.</p><p><blockquote>Natura group首席执行官罗伯托·马克斯(Roberto Marques)表示,很难将业绩与2020年同期进行比较,当时该公司增长了20%以上,但他指出,今年迄今为止,与前相比,该公司的表现仍然优于行业。-大流行水平。</blockquote></p><p> The company, which owns brands like Avon, The Body Shop and Aesop, said late on Thursday its adjusted earnings before interest, taxes, depreciation and amortization (EBITDA) reached 819 million reais in the third quarter - a drop of 47% from a year ago.</p><p><blockquote>该公司拥有雅芳、美体小铺和伊索等品牌,周四晚间表示,第三季度调整后息税折旧摊销前利润(EBITDA)达到8.19亿雷亚尔,同比下降47%。</blockquote></p><p> It reported an EBITDA margin of 8.6%, down 620 basis points year-on-year.</p><p><blockquote>其EBITDA利润率为8.6%,同比下降620个基点。</blockquote></p><p> Natura is launching a new share buyback program of up to 1.5 billion reais and evaluating switching its primary listing to the New York Stock Exchange to reflect its increasingly global nature.</p><p><blockquote>Natura正在启动一项高达15亿雷亚尔的新股票回购计划,并正在评估将其主要上市地点转移到纽约证券交易所,以反映其日益全球化的性质。</blockquote></p><p> On the buyback plan, Marques told Reuters that the company sees it as a good opportunity to create value for its shareholders.</p><p><blockquote>关于回购计划,马克斯告诉路透社,公司认为这是为股东创造价值的好机会。</blockquote></p><p> He praised the Avon brand for reaching its first growth in sales during a nine-month period in 2021, after falling for five years in a row.</p><p><blockquote>他赞扬雅芳品牌在连续五年下降后,销售额在2021年9个月内首次实现增长。</blockquote></p><p> Marques said Natura's quarterly results were affected by global supply chain disruptions, inflation and foreign exchange depreciation in several markets, estimating an impact of about 5 percentage points on EBITDA margin.</p><p><blockquote>Marques表示,Natura的季度业绩受到全球供应链中断、通货膨胀和多个市场外汇贬值的影响,估计对EBITDA利润率的影响约为5个百分点。</blockquote></p><p> According to Marques, Natura has had a hard time raising prices as key markets deal with these issues.</p><p><blockquote>马克斯表示,由于主要市场都在处理这些问题,Natura很难提高价格。</blockquote></p><p> \"Some of our markets are facing high unemployment levels, and the ability to raise prices gets compromised... It is a complex equation,\" Marques said.</p><p><blockquote>“我们的一些市场正面临高失业率,提高价格的能力受到损害……这是一个复杂的等式,”马克斯说。</blockquote></p><p></p>","source":"lsy1612507957220","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>Natura &Co posts $50 mln quarterly profit; plans share buyback, listing switch<blockquote>Natura&Co公布季度利润5000万美元;计划股票回购、上市转换</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNatura &Co posts $50 mln quarterly profit; plans share buyback, listing switch<blockquote>Natura&Co公布季度利润5000万美元;计划股票回购、上市转换</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-11-12 18:57</span>\n</p>\n</h4>\n</header>\n<article>\n<p>SAO PAULO, Nov 12 (Reuters) - Brazilian cosmetics maker Natura &Co has reported a 28.5% drop in quarterly net income to 272.9 million reais ($50.45 million) while also announcing a new share buyback program and potential plans to list its shares in New York.</p><p><blockquote>路透圣保罗11月12日-巴西化妆品制造商Natura&Co报告季度净利润下降28.5%,至2.729亿雷亚尔(合5045万美元),同时还宣布了一项新的股票回购计划以及在纽约上市的潜在计划。</blockquote></p><p> Natura group CEO Roberto Marques said it was tough to compare the results with the same period of 2020, when the firm grew by more than 20%, but noted it has still outperformed the industry on a year-to-date basis and versus pre-pandemic levels.</p><p><blockquote>Natura group首席执行官罗伯托·马克斯(Roberto Marques)表示,很难将业绩与2020年同期进行比较,当时该公司增长了20%以上,但他指出,今年迄今为止,与前相比,该公司的表现仍然优于行业。-大流行水平。</blockquote></p><p> The company, which owns brands like Avon, The Body Shop and Aesop, said late on Thursday its adjusted earnings before interest, taxes, depreciation and amortization (EBITDA) reached 819 million reais in the third quarter - a drop of 47% from a year ago.</p><p><blockquote>该公司拥有雅芳、美体小铺和伊索等品牌,周四晚间表示,第三季度调整后息税折旧摊销前利润(EBITDA)达到8.19亿雷亚尔,同比下降47%。</blockquote></p><p> It reported an EBITDA margin of 8.6%, down 620 basis points year-on-year.</p><p><blockquote>其EBITDA利润率为8.6%,同比下降620个基点。</blockquote></p><p> Natura is launching a new share buyback program of up to 1.5 billion reais and evaluating switching its primary listing to the New York Stock Exchange to reflect its increasingly global nature.</p><p><blockquote>Natura正在启动一项高达15亿雷亚尔的新股票回购计划,并正在评估将其主要上市地点转移到纽约证券交易所,以反映其日益全球化的性质。</blockquote></p><p> On the buyback plan, Marques told Reuters that the company sees it as a good opportunity to create value for its shareholders.</p><p><blockquote>关于回购计划,马克斯告诉路透社,公司认为这是为股东创造价值的好机会。</blockquote></p><p> He praised the Avon brand for reaching its first growth in sales during a nine-month period in 2021, after falling for five years in a row.</p><p><blockquote>他赞扬雅芳品牌在连续五年下降后,销售额在2021年9个月内首次实现增长。</blockquote></p><p> Marques said Natura's quarterly results were affected by global supply chain disruptions, inflation and foreign exchange depreciation in several markets, estimating an impact of about 5 percentage points on EBITDA margin.</p><p><blockquote>Marques表示,Natura的季度业绩受到全球供应链中断、通货膨胀和多个市场外汇贬值的影响,估计对EBITDA利润率的影响约为5个百分点。</blockquote></p><p> According to Marques, Natura has had a hard time raising prices as key markets deal with these issues.</p><p><blockquote>马克斯表示,由于主要市场都在处理这些问题,Natura很难提高价格。</blockquote></p><p> \"Some of our markets are facing high unemployment levels, and the ability to raise prices gets compromised... It is a complex equation,\" Marques said.</p><p><blockquote>“我们的一些市场正面临高失业率,提高价格的能力受到损害……这是一个复杂的等式,”马克斯说。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://finance.yahoo.com/news/natura-co-posts-50-mln-103410238.html\">Reuters</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NTCO":"Natura & Co Holding SA"},"source_url":"https://finance.yahoo.com/news/natura-co-posts-50-mln-103410238.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149394295","content_text":"SAO PAULO, Nov 12 (Reuters) - Brazilian cosmetics maker Natura &Co has reported a 28.5% drop in quarterly net income to 272.9 million reais ($50.45 million) while also announcing a new share buyback program and potential plans to list its shares in New York.\nNatura group CEO Roberto Marques said it was tough to compare the results with the same period of 2020, when the firm grew by more than 20%, but noted it has still outperformed the industry on a year-to-date basis and versus pre-pandemic levels.\nThe company, which owns brands like Avon, The Body Shop and Aesop, said late on Thursday its adjusted earnings before interest, taxes, depreciation and amortization (EBITDA) reached 819 million reais in the third quarter - a drop of 47% from a year ago.\nIt reported an EBITDA margin of 8.6%, down 620 basis points year-on-year.\nNatura is launching a new share buyback program of up to 1.5 billion reais and evaluating switching its primary listing to the New York Stock Exchange to reflect its increasingly global nature.\nOn the buyback plan, Marques told Reuters that the company sees it as a good opportunity to create value for its shareholders.\nHe praised the Avon brand for reaching its first growth in sales during a nine-month period in 2021, after falling for five years in a row.\nMarques said Natura's quarterly results were affected by global supply chain disruptions, inflation and foreign exchange depreciation in several markets, estimating an impact of about 5 percentage points on EBITDA margin.\nAccording to Marques, Natura has had a hard time raising prices as key markets deal with these issues.\n\"Some of our markets are facing high unemployment levels, and the ability to raise prices gets compromised... It is a complex equation,\" Marques said.","news_type":1,"symbols_score_info":{"NTCO":0.9}},"isVote":1,"tweetType":1,"viewCount":3245,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":848447407,"gmtCreate":1636024166653,"gmtModify":1636024166821,"author":{"id":"3557838603033373","authorId":"3557838603033373","name":"adriandino","avatar":"https://static.tigerbbs.com/7ee1cd14ed5057e0ad135ec52ba710cf","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557838603033373","authorIdStr":"3557838603033373"},"themes":[],"htmlText":"Oh no","listText":"Oh no","text":"Oh no","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/848447407","repostId":"1101079537","repostType":4,"repost":{"id":"1101079537","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":1636023902,"share":"https://www.laohu8.com/m/news/1101079537?lang=zh_CN&edition=full","pubTime":"2021-11-04 19:05","market":"us","language":"en","title":"Moderna stock plunged 9% after reporting quarterly results<blockquote>Moderna公布季度业绩后股价暴跌9%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1101079537","media":"Tiger Newspress","summary":"Moderna stock plunged 9% after it cut its Covid-19 vaccine sales forecast for the year and missed ea","content":"<p>Moderna stock plunged 9% after it cut its Covid-19 vaccine sales forecast for the year and missed earnings and revenue expectations for the third quarter.</p><p><blockquote>Moderna下调了今年Covid-19疫苗销售预期,第三季度盈利和收入未达到预期,股价暴跌9%。</blockquote></p><p> <ul> <li>Moderna Q3 revenue $4.969 bln vs. $157 mln a year ago; FactSet consensus $6.200 bln;</li> </ul> <ul> <li>Moderna Q3 EPS $7.70 vs loss 59 cents a share a year ago; FactSet consensus $9.09;</li> </ul> <img src=\"https://static.tigerbbs.com/2e0e9dd869aaa4060fdee9429041a910\" tg-width=\"847\" tg-height=\"621\" referrerpolicy=\"no-referrer\"></p><p><blockquote><ul><li>Moderna第三季度营收为49.69亿美元,去年同期为1.57亿美元;FactSet共识62亿美元;</li></ul><ul><li>Moderna第三季度每股收益7.70美元,而一年前每股亏损59美分;FactSet共识9.09美元;</li></ul></blockquote></p><p> Moderna, Inc. today reported financial results and provided business updates for the third quarter of fiscal year 2021.</p><p><blockquote>Moderna,Inc.今天报告了2021财年第三季度的财务业绩并提供了业务更新。</blockquote></p><p> <i>Q3 total revenue of$5.0 billion, net income of$3.3 billionand diluted EPS of$7.70</i></p><p><blockquote><i>第三季度总收入50亿美元,净利润33亿美元,稀释后每股收益7.70美元</i></blockquote></p><p> <i>U.S.FDA granted Priority Review to the Biologics License Application for Moderna’s COVID-19 vaccine</i></p><p><blockquote><i>美国FDA授予Moderna新冠疫苗生物制品许可申请优先审查</i></blockquote></p><p> <i>Interim data from Phase 2/3 KidCOVE study of mRNA-1273 in children ages 6 to under 12 years shows vaccine efficacy of 100% two weeks after first dose of mRNA-1273 at 50 µg dose level</i></p><p><blockquote><i>mRNA-1273在6至12岁以下儿童中进行的2/3期KidCOVE研究的中期数据显示,在50 μ g剂量水平的mRNA-1273首次给药后两周,疫苗效力为100%</i></blockquote></p><p> <i>First participants dosed in Phase 3 study of cytomegalovirus (CMV) vaccine candidate (mRNA-1647)</i></p><p><blockquote><i>巨细胞病毒(CMV)候选疫苗(mRNA-1647)3期研究中的第一批参与者接受给药</i></blockquote></p><p> <i>Introducing inhaled pulmonary therapeutics modality:Vertex andModernacystic fibrosis mRNA therapeutic (VXc-522) IND-enabling first-in-human studies ongoing</i></p><p><blockquote><i>介绍吸入性肺部治疗方式:Vertex和现代囊性纤维化mRNA治疗剂(VXc-522)正在进行首次人体研究</i></blockquote></p><p> <i>Company continues to scale with 37 programs in development, including 21 in ongoing clinical studies</i></p><p><blockquote><i>公司继续扩大规模,有37个项目正在开发中,其中21个项目正在进行临床研究</i></blockquote></p><p> <b>Updates and recent progress include:</b></p><p><blockquote><b>更新和最近的进展包括:</b></blockquote></p><p> <i>COVID-19 Vaccine Development</i></p><p><blockquote><i>COVID-19疫苗研发</i></blockquote></p><p> <ul> <li>Moderna COVID-19 Vaccine (SpikevaxTM): Received Emergency Use Authorization (EUA) from theU.S. Food and Drug Administration(U.S.FDA), and approvals by theEuropean CommissionandSwissmedicfor a booster dose of the Moderna COVID-19 vaccine at the 50 µg dose level</li> <li>U.S.FDA granted Priority Review to the Biologics License Application (BLA) for the Moderna COVID-19 vaccine</li> <li>New data from Phase 2/3 KidCOVE study of mRNA-1273 in children ages 6 to under 12 years shows vaccine efficacy of 100% two weeks after first dose of mRNA-1273 at 50 µg dose level, using the Phase 3 COVE study primary case definition for COVID-19</li> <li>The Phase 1 study of next-generation vaccine candidate against COVID-19 (mRNA-1283) is fully enrolled;Modernaexpects to begin Phase 2 study of mRNA-1283 soon; mRNA-1283 is being developed as a potential refrigerator-stable mRNA vaccine</li> </ul> <i>Respiratory Vaccines</i></p><p><blockquote><ul><li>现代新冠肺炎疫苗(SpikevaxTM):获得美国紧急使用授权(EUA)美国食品和药物管理局(U.S.FDA)以及欧盟委员会和SwissMedic批准50µg剂量水平的Moderna COVID-19疫苗加强剂量</li><li>美国FDA授予Moderna COVID-19疫苗生物制品许可申请(BLA)优先审查</li><li>mRNA-1273在6岁至12岁以下儿童中的2/3期KidCOVE研究的新数据显示,使用3期COVE研究COVID-19的主要病例定义,在50µg剂量水平的mRNA-1273首次给药后两周,疫苗效力为100%</li><li>针对新冠肺炎的下一代候选疫苗(mRNA-1283)的1期研究已全面入组;Moderna预计很快开始mRNA-1283的2期研究;mRNA-1283正在被开发为一种潜在的冰箱稳定mRNA疫苗</li></ul><i>呼吸道疫苗</i></blockquote></p><p> <ul> <li>Phase 1 portion of the Phase 1/2 study of quadrivalent seasonal flu vaccine candidate (mRNA-1010) fully enrolled, preparations for Phase 2 portion of the study are ongoing</li> <li>Pivotal Phase 2/3 study of respiratory syncytial virus (RSV) vaccine candidate (mRNA-1345) in older adults expected to begin in 2021; study expected to enroll approximately 34,000 participants, subject to agreement with regulatory authorities</li> <li>New combination respiratory vaccines: Moderna COVID-19 vaccine + flu vaccine candidate (mRNA-1073) and pediatric RSV + hMPV vaccine candidate (mRNA-1365)</li> </ul> <i>Latent Vaccines</i></p><p><blockquote><ul><li>四价季节性流感候选疫苗(mRNA-1010)1/2期研究的1期部分已全面入组,该研究的2期部分正在筹备中</li><li>老年人呼吸道合胞病毒(RSV)候选疫苗(mRNA-1345)的关键2/3期研究预计将于2021年开始;研究预计将招募约34,000名参与者,但须与监管机构达成协议</li><li>新型联合呼吸道疫苗:Moderna COVID-19疫苗+流感候选疫苗(mRNA-1073)和儿科RSV+hMPV候选疫苗(mRNA-1365)</li></ul><i>潜在疫苗</i></blockquote></p><p> <ul> <li>First participants dosed in Phase 3 study of cytomegalovirus (CMV) vaccine candidate (mRNA-1647)</li> <li>Phase 1 study of EBV vaccine candidate (mRNA-1189)expected to start soon</li> <li>New EBV therapeutic vaccine candidate (mRNA-1195)</li> </ul> <i>Therapeutics</i></p><p><blockquote><ul><li>巨细胞病毒(CMV)候选疫苗(mRNA-1647)3期研究中的第一批参与者接受给药</li><li>EBV候选疫苗(mRNA-1189)的1期研究预计即将开始</li><li>新型EBV治疗候选疫苗(mRNA-1195)</li></ul><i>治疗学</i></blockquote></p><p> <ul> <li>Phase 2 randomized, placebo-controlled study of personalized cancer vaccine (PCV) (mRNA-4157) in combination with Merck’s pembrolizumab (KEYTRUDA®), compared to pembrolizumab alone, for the adjuvant treatment of high-risk resected melanoma is fully enrolled; data readout expected in the fourth quarter of 2022</li> <li>Enrollment of the first cohort in Propionic Acidemia candidate (mRNA-3927) Phase 1/2Paramountstudy is complete</li> <li>First patient dosed in Phase 1 study of Methylmalonic Acidemia (MMA) candidate (mRNA-3705)</li> <li>Investigational New Drug application (IND) open and Orphan Drug Designation granted byU.S.FDA for GSD1a program (mRNA-3745)</li> <li>Providing investigational mRNA Crigler-Najjar Syndrome Type 1 (CN-1) therapy (mRNA-3351) toInstitute for Life Changing Medicines(ILCM) free of charge; CN-1 is an ultra-rare disease</li> <li>Introducing inhaled pulmonary therapeutics modality; IND-enabling first-in-human studies of Vertex andModernamRNA cystic fibrosis (CF) therapeutic (VXc-522) are ongoing in new pulmonary modality</li> </ul> Moderna continues to scale, now with 37 programs in development across 34 development candidates1, including 21 in ongoing clinical studies. The Company’s updated pipeline can be found atwww.modernatx.com/pipeline.Modernaand collaborators have published nearly 100 peer reviewed manuscripts.</p><p><blockquote><ul><li>个性化癌症疫苗(PCV)(mRNA-4157)联合默克公司的派姆单抗(KEYTRUDA®),与帕博利珠单抗单药相比,用于高危切除黑色素瘤的辅助治疗已完全入组;预计将于2022年第四季度公布数据</li><li>丙酸血症候选药物(mRNA-3927)1/2期PARAMOUNT研究首个队列的入组已完成</li><li>甲基丙二酸血症(MMA)候选药物(mRNA-3705)1期研究中的首例患者给药</li><li>美国FDA授予GSD1a项目(mRNA-3745)的新药研究申请(IND)开放和孤儿药资格</li><li>向改变生活药物研究所(ILCM)免费提供研究性mRNA克里格勒-纳贾尔综合征1型(CN-1)疗法(mRNA-3351);CN-1是一种极其罕见的疾病</li><li>介绍吸入性肺部治疗模式;Vertex和ModernamRNA囊性纤维化(CF)治疗剂(VXc-522)的首次人体研究正在以新的肺部模式进行</li></ul>Moderna继续扩大规模,目前有37个项目正在开发中,涉及34个开发候选项目1,其中21个项目正在进行临床研究。该公司更新的管道可在www.modernatx.com/pipeline.moderna上找到,合作者已发表近100篇同行评审手稿。</blockquote></p><p> <b>2021 Updated Financial Framework</b></p><p><blockquote><b>2021年更新财务框架</b></blockquote></p><p></p><p> <ul> <li><b>For Expected Delivery in Fiscal Year (FY) 2021:</b>Expected to realize product sales for FY 2021 between$15 billionand$18 billion.</li> <li></li> <li><b>Vaccine Dose Deliveries for FY 2021:</b>The Company expects deliveries of its COVID-19 vaccine in FY 2021 to be between 700 million and 800 million doses at the 100 µg dose level. Key variables impacting output include longer delivery lead times for international shipments and exports that may shift deliveries to early 2022, temporary impact from expansion of fill/finish capacity and ramp up of product release to market.</li> <li><b>Cost of Sales:</b>Cost of sales as percentage of product sales are expected to be between 16-17% for FY 2021.</li> <li><b>2021 Research & Development (R&D) and Selling, General & Administrative (SG&A) Expenses:</b>Continue to expect quarter over quarter cost increases in R&D and SG&A expenses during 2021 as commercial and research and development activities and expenses ramp up.</li> <li><b>Tax Rate:</b>The Company now expects the effective tax rate for 2021 to be in the high single digit range as a result of the forecasted global sales mix and utilization of the accumulated net operating loss carry-forward of$2.3 billion.</li> <li><b>Capital Expenditures:</b>Expect approximately$0.4 billionof capital investments for 2021.</li> <li><b>Share Repurchase Program:</b>The Board of Directors has authorized a share repurchase program of up to$1 billionover a two-year period to return excess capital to shareholders. No shares were repurchased through the end of the third quarter.</li> </ul> <b>2022 Revenue Drivers</b></p><p><blockquote><ul><li><b>对于2021财年(FY)的预期交付:</b>预计2021财年产品销售额将在150亿美元至180亿美元之间。</li><li></li><li><b>2021财年疫苗剂量交付:</b>该公司预计2021财年100µg剂量水平的COVID-19疫苗的交付量将在7亿至8亿剂之间。影响产量的关键变量包括国际运输和出口的交付周期较长(可能将交付时间推迟到2022年初)、灌装/精加工产能扩张以及产品投放市场的增加带来的暂时影响。</li><li><b>销售成本:</b>2021财年,销售成本占产品销售额的百分比预计在16-17%之间。</li><li><b>2021年研发(R&D)以及销售、一般和行政(SG&A)费用:</b>随着商业和研发活动及费用的增加,预计2021年研发和SG&A费用的成本将逐季增加。</li><li><b>税率:</b>由于预测的全球销售组合以及23亿美元累计净运营亏损结转的利用,该公司目前预计2021年的有效税率将处于高个位数范围。</li><li><b>资本开支:</b>预计2021年资本投资约为4亿美元。</li><li><b>股份回购计划:</b>董事会已授权在两年内实施高达10亿美元的股票回购计划,以向股东返还多余资本。截至第三季度末,没有回购任何股票。</li></ul><b>2022年收入驱动因素</b></blockquote></p><p> They expect several dynamics will drive 2022 revenues:</p><p><blockquote>他们预计有几种动态将推动2022年的收入:</blockquote></p><p> <ul> <li><b>APAs Signed:</b>The Company has signed approximately$17 billionof advance purchase agreements (APAs) for delivery in 2022.</li> <li><b>APAs with Options:</b>The Company anticipates the exercise of options under 2022 APAs of up to$3 billion.</li> <li><b>U.S.Fall 2022 Booster Market:</b>Subject to receipt of a BLA or sBLA for boosters prior to the fall booster season, the Company anticipates commercial booster market sales could be up to$2 billion.</li> </ul> Based on these three revenue drivers, the Company believes 2022 sales could be in the range of$17 billionto$22 billion. The Company continues to have discussions for 2022 APAs with governments and international organizations, including COVAX, thePan American Health Organization(PAHO) and theAfrican Union.</p><p><blockquote><ul><li><b>APA签署人:</b>该公司已签署约170亿美元的预购协议(APA),将于2022年交付。</li><li><b>带选项的APA:</b>该公司预计根据2022年APA行使的期权金额高达30亿美元。</li><li><b>美国。2022年秋季助推器市场:</b>如果在秋季助推器季节之前收到助推器的BLA或sBLA,该公司预计商业助推器市场销售额可能高达20亿美元。</li></ul>基于这三个收入驱动因素,该公司认为2022年销售额可能在170亿至220亿美元之间。该公司继续与各国政府和国际组织(包括COVAX、泛美卫生组织(PAHO)和非洲联盟)讨论2022年APA。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Moderna stock plunged 9% after reporting quarterly results<blockquote>Moderna公布季度业绩后股价暴跌9%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nModerna stock plunged 9% after reporting quarterly results<blockquote>Moderna公布季度业绩后股价暴跌9%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\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 smaller\">2021-11-04 19:05</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Moderna stock plunged 9% after it cut its Covid-19 vaccine sales forecast for the year and missed earnings and revenue expectations for the third quarter.</p><p><blockquote>Moderna下调了今年Covid-19疫苗销售预期,第三季度盈利和收入未达到预期,股价暴跌9%。</blockquote></p><p> <ul> <li>Moderna Q3 revenue $4.969 bln vs. $157 mln a year ago; FactSet consensus $6.200 bln;</li> </ul> <ul> <li>Moderna Q3 EPS $7.70 vs loss 59 cents a share a year ago; FactSet consensus $9.09;</li> </ul> <img src=\"https://static.tigerbbs.com/2e0e9dd869aaa4060fdee9429041a910\" tg-width=\"847\" tg-height=\"621\" referrerpolicy=\"no-referrer\"></p><p><blockquote><ul><li>Moderna第三季度营收为49.69亿美元,去年同期为1.57亿美元;FactSet共识62亿美元;</li></ul><ul><li>Moderna第三季度每股收益7.70美元,而一年前每股亏损59美分;FactSet共识9.09美元;</li></ul></blockquote></p><p> Moderna, Inc. today reported financial results and provided business updates for the third quarter of fiscal year 2021.</p><p><blockquote>Moderna,Inc.今天报告了2021财年第三季度的财务业绩并提供了业务更新。</blockquote></p><p> <i>Q3 total revenue of$5.0 billion, net income of$3.3 billionand diluted EPS of$7.70</i></p><p><blockquote><i>第三季度总收入50亿美元,净利润33亿美元,稀释后每股收益7.70美元</i></blockquote></p><p> <i>U.S.FDA granted Priority Review to the Biologics License Application for Moderna’s COVID-19 vaccine</i></p><p><blockquote><i>美国FDA授予Moderna新冠疫苗生物制品许可申请优先审查</i></blockquote></p><p> <i>Interim data from Phase 2/3 KidCOVE study of mRNA-1273 in children ages 6 to under 12 years shows vaccine efficacy of 100% two weeks after first dose of mRNA-1273 at 50 µg dose level</i></p><p><blockquote><i>mRNA-1273在6至12岁以下儿童中进行的2/3期KidCOVE研究的中期数据显示,在50 μ g剂量水平的mRNA-1273首次给药后两周,疫苗效力为100%</i></blockquote></p><p> <i>First participants dosed in Phase 3 study of cytomegalovirus (CMV) vaccine candidate (mRNA-1647)</i></p><p><blockquote><i>巨细胞病毒(CMV)候选疫苗(mRNA-1647)3期研究中的第一批参与者接受给药</i></blockquote></p><p> <i>Introducing inhaled pulmonary therapeutics modality:Vertex andModernacystic fibrosis mRNA therapeutic (VXc-522) IND-enabling first-in-human studies ongoing</i></p><p><blockquote><i>介绍吸入性肺部治疗方式:Vertex和现代囊性纤维化mRNA治疗剂(VXc-522)正在进行首次人体研究</i></blockquote></p><p> <i>Company continues to scale with 37 programs in development, including 21 in ongoing clinical studies</i></p><p><blockquote><i>公司继续扩大规模,有37个项目正在开发中,其中21个项目正在进行临床研究</i></blockquote></p><p> <b>Updates and recent progress include:</b></p><p><blockquote><b>更新和最近的进展包括:</b></blockquote></p><p> <i>COVID-19 Vaccine Development</i></p><p><blockquote><i>COVID-19疫苗研发</i></blockquote></p><p> <ul> <li>Moderna COVID-19 Vaccine (SpikevaxTM): Received Emergency Use Authorization (EUA) from theU.S. Food and Drug Administration(U.S.FDA), and approvals by theEuropean CommissionandSwissmedicfor a booster dose of the Moderna COVID-19 vaccine at the 50 µg dose level</li> <li>U.S.FDA granted Priority Review to the Biologics License Application (BLA) for the Moderna COVID-19 vaccine</li> <li>New data from Phase 2/3 KidCOVE study of mRNA-1273 in children ages 6 to under 12 years shows vaccine efficacy of 100% two weeks after first dose of mRNA-1273 at 50 µg dose level, using the Phase 3 COVE study primary case definition for COVID-19</li> <li>The Phase 1 study of next-generation vaccine candidate against COVID-19 (mRNA-1283) is fully enrolled;Modernaexpects to begin Phase 2 study of mRNA-1283 soon; mRNA-1283 is being developed as a potential refrigerator-stable mRNA vaccine</li> </ul> <i>Respiratory Vaccines</i></p><p><blockquote><ul><li>现代新冠肺炎疫苗(SpikevaxTM):获得美国紧急使用授权(EUA)美国食品和药物管理局(U.S.FDA)以及欧盟委员会和SwissMedic批准50µg剂量水平的Moderna COVID-19疫苗加强剂量</li><li>美国FDA授予Moderna COVID-19疫苗生物制品许可申请(BLA)优先审查</li><li>mRNA-1273在6岁至12岁以下儿童中的2/3期KidCOVE研究的新数据显示,使用3期COVE研究COVID-19的主要病例定义,在50µg剂量水平的mRNA-1273首次给药后两周,疫苗效力为100%</li><li>针对新冠肺炎的下一代候选疫苗(mRNA-1283)的1期研究已全面入组;Moderna预计很快开始mRNA-1283的2期研究;mRNA-1283正在被开发为一种潜在的冰箱稳定mRNA疫苗</li></ul><i>呼吸道疫苗</i></blockquote></p><p> <ul> <li>Phase 1 portion of the Phase 1/2 study of quadrivalent seasonal flu vaccine candidate (mRNA-1010) fully enrolled, preparations for Phase 2 portion of the study are ongoing</li> <li>Pivotal Phase 2/3 study of respiratory syncytial virus (RSV) vaccine candidate (mRNA-1345) in older adults expected to begin in 2021; study expected to enroll approximately 34,000 participants, subject to agreement with regulatory authorities</li> <li>New combination respiratory vaccines: Moderna COVID-19 vaccine + flu vaccine candidate (mRNA-1073) and pediatric RSV + hMPV vaccine candidate (mRNA-1365)</li> </ul> <i>Latent Vaccines</i></p><p><blockquote><ul><li>四价季节性流感候选疫苗(mRNA-1010)1/2期研究的1期部分已全面入组,该研究的2期部分正在筹备中</li><li>老年人呼吸道合胞病毒(RSV)候选疫苗(mRNA-1345)的关键2/3期研究预计将于2021年开始;研究预计将招募约34,000名参与者,但须与监管机构达成协议</li><li>新型联合呼吸道疫苗:Moderna COVID-19疫苗+流感候选疫苗(mRNA-1073)和儿科RSV+hMPV候选疫苗(mRNA-1365)</li></ul><i>潜在疫苗</i></blockquote></p><p> <ul> <li>First participants dosed in Phase 3 study of cytomegalovirus (CMV) vaccine candidate (mRNA-1647)</li> <li>Phase 1 study of EBV vaccine candidate (mRNA-1189)expected to start soon</li> <li>New EBV therapeutic vaccine candidate (mRNA-1195)</li> </ul> <i>Therapeutics</i></p><p><blockquote><ul><li>巨细胞病毒(CMV)候选疫苗(mRNA-1647)3期研究中的第一批参与者接受给药</li><li>EBV候选疫苗(mRNA-1189)的1期研究预计即将开始</li><li>新型EBV治疗候选疫苗(mRNA-1195)</li></ul><i>治疗学</i></blockquote></p><p> <ul> <li>Phase 2 randomized, placebo-controlled study of personalized cancer vaccine (PCV) (mRNA-4157) in combination with Merck’s pembrolizumab (KEYTRUDA®), compared to pembrolizumab alone, for the adjuvant treatment of high-risk resected melanoma is fully enrolled; data readout expected in the fourth quarter of 2022</li> <li>Enrollment of the first cohort in Propionic Acidemia candidate (mRNA-3927) Phase 1/2Paramountstudy is complete</li> <li>First patient dosed in Phase 1 study of Methylmalonic Acidemia (MMA) candidate (mRNA-3705)</li> <li>Investigational New Drug application (IND) open and Orphan Drug Designation granted byU.S.FDA for GSD1a program (mRNA-3745)</li> <li>Providing investigational mRNA Crigler-Najjar Syndrome Type 1 (CN-1) therapy (mRNA-3351) toInstitute for Life Changing Medicines(ILCM) free of charge; CN-1 is an ultra-rare disease</li> <li>Introducing inhaled pulmonary therapeutics modality; IND-enabling first-in-human studies of Vertex andModernamRNA cystic fibrosis (CF) therapeutic (VXc-522) are ongoing in new pulmonary modality</li> </ul> Moderna continues to scale, now with 37 programs in development across 34 development candidates1, including 21 in ongoing clinical studies. The Company’s updated pipeline can be found atwww.modernatx.com/pipeline.Modernaand collaborators have published nearly 100 peer reviewed manuscripts.</p><p><blockquote><ul><li>个性化癌症疫苗(PCV)(mRNA-4157)联合默克公司的派姆单抗(KEYTRUDA®),与帕博利珠单抗单药相比,用于高危切除黑色素瘤的辅助治疗已完全入组;预计将于2022年第四季度公布数据</li><li>丙酸血症候选药物(mRNA-3927)1/2期PARAMOUNT研究首个队列的入组已完成</li><li>甲基丙二酸血症(MMA)候选药物(mRNA-3705)1期研究中的首例患者给药</li><li>美国FDA授予GSD1a项目(mRNA-3745)的新药研究申请(IND)开放和孤儿药资格</li><li>向改变生活药物研究所(ILCM)免费提供研究性mRNA克里格勒-纳贾尔综合征1型(CN-1)疗法(mRNA-3351);CN-1是一种极其罕见的疾病</li><li>介绍吸入性肺部治疗模式;Vertex和ModernamRNA囊性纤维化(CF)治疗剂(VXc-522)的首次人体研究正在以新的肺部模式进行</li></ul>Moderna继续扩大规模,目前有37个项目正在开发中,涉及34个开发候选项目1,其中21个项目正在进行临床研究。该公司更新的管道可在www.modernatx.com/pipeline.moderna上找到,合作者已发表近100篇同行评审手稿。</blockquote></p><p> <b>2021 Updated Financial Framework</b></p><p><blockquote><b>2021年更新财务框架</b></blockquote></p><p></p><p> <ul> <li><b>For Expected Delivery in Fiscal Year (FY) 2021:</b>Expected to realize product sales for FY 2021 between$15 billionand$18 billion.</li> <li></li> <li><b>Vaccine Dose Deliveries for FY 2021:</b>The Company expects deliveries of its COVID-19 vaccine in FY 2021 to be between 700 million and 800 million doses at the 100 µg dose level. Key variables impacting output include longer delivery lead times for international shipments and exports that may shift deliveries to early 2022, temporary impact from expansion of fill/finish capacity and ramp up of product release to market.</li> <li><b>Cost of Sales:</b>Cost of sales as percentage of product sales are expected to be between 16-17% for FY 2021.</li> <li><b>2021 Research & Development (R&D) and Selling, General & Administrative (SG&A) Expenses:</b>Continue to expect quarter over quarter cost increases in R&D and SG&A expenses during 2021 as commercial and research and development activities and expenses ramp up.</li> <li><b>Tax Rate:</b>The Company now expects the effective tax rate for 2021 to be in the high single digit range as a result of the forecasted global sales mix and utilization of the accumulated net operating loss carry-forward of$2.3 billion.</li> <li><b>Capital Expenditures:</b>Expect approximately$0.4 billionof capital investments for 2021.</li> <li><b>Share Repurchase Program:</b>The Board of Directors has authorized a share repurchase program of up to$1 billionover a two-year period to return excess capital to shareholders. No shares were repurchased through the end of the third quarter.</li> </ul> <b>2022 Revenue Drivers</b></p><p><blockquote><ul><li><b>对于2021财年(FY)的预期交付:</b>预计2021财年产品销售额将在150亿美元至180亿美元之间。</li><li></li><li><b>2021财年疫苗剂量交付:</b>该公司预计2021财年100µg剂量水平的COVID-19疫苗的交付量将在7亿至8亿剂之间。影响产量的关键变量包括国际运输和出口的交付周期较长(可能将交付时间推迟到2022年初)、灌装/精加工产能扩张以及产品投放市场的增加带来的暂时影响。</li><li><b>销售成本:</b>2021财年,销售成本占产品销售额的百分比预计在16-17%之间。</li><li><b>2021年研发(R&D)以及销售、一般和行政(SG&A)费用:</b>随着商业和研发活动及费用的增加,预计2021年研发和SG&A费用的成本将逐季增加。</li><li><b>税率:</b>由于预测的全球销售组合以及23亿美元累计净运营亏损结转的利用,该公司目前预计2021年的有效税率将处于高个位数范围。</li><li><b>资本开支:</b>预计2021年资本投资约为4亿美元。</li><li><b>股份回购计划:</b>董事会已授权在两年内实施高达10亿美元的股票回购计划,以向股东返还多余资本。截至第三季度末,没有回购任何股票。</li></ul><b>2022年收入驱动因素</b></blockquote></p><p> They expect several dynamics will drive 2022 revenues:</p><p><blockquote>他们预计有几种动态将推动2022年的收入:</blockquote></p><p> <ul> <li><b>APAs Signed:</b>The Company has signed approximately$17 billionof advance purchase agreements (APAs) for delivery in 2022.</li> <li><b>APAs with Options:</b>The Company anticipates the exercise of options under 2022 APAs of up to$3 billion.</li> <li><b>U.S.Fall 2022 Booster Market:</b>Subject to receipt of a BLA or sBLA for boosters prior to the fall booster season, the Company anticipates commercial booster market sales could be up to$2 billion.</li> </ul> Based on these three revenue drivers, the Company believes 2022 sales could be in the range of$17 billionto$22 billion. The Company continues to have discussions for 2022 APAs with governments and international organizations, including COVAX, thePan American Health Organization(PAHO) and theAfrican Union.</p><p><blockquote><ul><li><b>APA签署人:</b>该公司已签署约170亿美元的预购协议(APA),将于2022年交付。</li><li><b>带选项的APA:</b>该公司预计根据2022年APA行使的期权金额高达30亿美元。</li><li><b>美国。2022年秋季助推器市场:</b>如果在秋季助推器季节之前收到助推器的BLA或sBLA,该公司预计商业助推器市场销售额可能高达20亿美元。</li></ul>基于这三个收入驱动因素,该公司认为2022年销售额可能在170亿至220亿美元之间。该公司继续与各国政府和国际组织(包括COVAX、泛美卫生组织(PAHO)和非洲联盟)讨论2022年APA。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MRNA":"Moderna, Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101079537","content_text":"Moderna stock plunged 9% after it cut its Covid-19 vaccine sales forecast for the year and missed earnings and revenue expectations for the third quarter.\n\nModerna Q3 revenue $4.969 bln vs. $157 mln a year ago; FactSet consensus $6.200 bln;\n\n\nModerna Q3 EPS $7.70 vs loss 59 cents a share a year ago; FactSet consensus $9.09;\n\n\nModerna, Inc. today reported financial results and provided business updates for the third quarter of fiscal year 2021.\nQ3 total revenue of$5.0 billion, net income of$3.3 billionand diluted EPS of$7.70\nU.S.FDA granted Priority Review to the Biologics License Application for Moderna’s COVID-19 vaccine\nInterim data from Phase 2/3 KidCOVE study of mRNA-1273 in children ages 6 to under 12 years shows vaccine efficacy of 100% two weeks after first dose of mRNA-1273 at 50 µg dose level\nFirst participants dosed in Phase 3 study of cytomegalovirus (CMV) vaccine candidate (mRNA-1647)\nIntroducing inhaled pulmonary therapeutics modality:Vertex andModernacystic fibrosis mRNA therapeutic (VXc-522) IND-enabling first-in-human studies ongoing\nCompany continues to scale with 37 programs in development, including 21 in ongoing clinical studies\nUpdates and recent progress include:\nCOVID-19 Vaccine Development\n\nModerna COVID-19 Vaccine (SpikevaxTM): Received Emergency Use Authorization (EUA) from theU.S. Food and Drug Administration(U.S.FDA), and approvals by theEuropean CommissionandSwissmedicfor a booster dose of the Moderna COVID-19 vaccine at the 50 µg dose level\nU.S.FDA granted Priority Review to the Biologics License Application (BLA) for the Moderna COVID-19 vaccine\nNew data from Phase 2/3 KidCOVE study of mRNA-1273 in children ages 6 to under 12 years shows vaccine efficacy of 100% two weeks after first dose of mRNA-1273 at 50 µg dose level, using the Phase 3 COVE study primary case definition for COVID-19\nThe Phase 1 study of next-generation vaccine candidate against COVID-19 (mRNA-1283) is fully enrolled;Modernaexpects to begin Phase 2 study of mRNA-1283 soon; mRNA-1283 is being developed as a potential refrigerator-stable mRNA vaccine\n\nRespiratory Vaccines\n\nPhase 1 portion of the Phase 1/2 study of quadrivalent seasonal flu vaccine candidate (mRNA-1010) fully enrolled, preparations for Phase 2 portion of the study are ongoing\nPivotal Phase 2/3 study of respiratory syncytial virus (RSV) vaccine candidate (mRNA-1345) in older adults expected to begin in 2021; study expected to enroll approximately 34,000 participants, subject to agreement with regulatory authorities\nNew combination respiratory vaccines: Moderna COVID-19 vaccine + flu vaccine candidate (mRNA-1073) and pediatric RSV + hMPV vaccine candidate (mRNA-1365)\n\nLatent Vaccines\n\nFirst participants dosed in Phase 3 study of cytomegalovirus (CMV) vaccine candidate (mRNA-1647)\nPhase 1 study of EBV vaccine candidate (mRNA-1189)expected to start soon\nNew EBV therapeutic vaccine candidate (mRNA-1195)\n\nTherapeutics\n\nPhase 2 randomized, placebo-controlled study of personalized cancer vaccine (PCV) (mRNA-4157) in combination with Merck’s pembrolizumab (KEYTRUDA®), compared to pembrolizumab alone, for the adjuvant treatment of high-risk resected melanoma is fully enrolled; data readout expected in the fourth quarter of 2022\nEnrollment of the first cohort in Propionic Acidemia candidate (mRNA-3927) Phase 1/2Paramountstudy is complete\nFirst patient dosed in Phase 1 study of Methylmalonic Acidemia (MMA) candidate (mRNA-3705)\nInvestigational New Drug application (IND) open and Orphan Drug Designation granted byU.S.FDA for GSD1a program (mRNA-3745)\nProviding investigational mRNA Crigler-Najjar Syndrome Type 1 (CN-1) therapy (mRNA-3351) toInstitute for Life Changing Medicines(ILCM) free of charge; CN-1 is an ultra-rare disease\nIntroducing inhaled pulmonary therapeutics modality; IND-enabling first-in-human studies of Vertex andModernamRNA cystic fibrosis (CF) therapeutic (VXc-522) are ongoing in new pulmonary modality\n\nModerna continues to scale, now with 37 programs in development across 34 development candidates1, including 21 in ongoing clinical studies. The Company’s updated pipeline can be found atwww.modernatx.com/pipeline.Modernaand collaborators have published nearly 100 peer reviewed manuscripts.\n2021 Updated Financial Framework\n\nFor Expected Delivery in Fiscal Year (FY) 2021:Expected to realize product sales for FY 2021 between$15 billionand$18 billion.\n\nVaccine Dose Deliveries for FY 2021:The Company expects deliveries of its COVID-19 vaccine in FY 2021 to be between 700 million and 800 million doses at the 100 µg dose level. Key variables impacting output include longer delivery lead times for international shipments and exports that may shift deliveries to early 2022, temporary impact from expansion of fill/finish capacity and ramp up of product release to market.\nCost of Sales:Cost of sales as percentage of product sales are expected to be between 16-17% for FY 2021.\n2021 Research & Development (R&D) and Selling, General & Administrative (SG&A) Expenses:Continue to expect quarter over quarter cost increases in R&D and SG&A expenses during 2021 as commercial and research and development activities and expenses ramp up.\nTax Rate:The Company now expects the effective tax rate for 2021 to be in the high single digit range as a result of the forecasted global sales mix and utilization of the accumulated net operating loss carry-forward of$2.3 billion.\nCapital Expenditures:Expect approximately$0.4 billionof capital investments for 2021.\nShare Repurchase Program:The Board of Directors has authorized a share repurchase program of up to$1 billionover a two-year period to return excess capital to shareholders. No shares were repurchased through the end of the third quarter.\n\n2022 Revenue Drivers\nThey expect several dynamics will drive 2022 revenues:\n\nAPAs Signed:The Company has signed approximately$17 billionof advance purchase agreements (APAs) for delivery in 2022.\nAPAs with Options:The Company anticipates the exercise of options under 2022 APAs of up to$3 billion.\nU.S.Fall 2022 Booster Market:Subject to receipt of a BLA or sBLA for boosters prior to the fall booster season, the Company anticipates commercial booster market sales could be up to$2 billion.\n\nBased on these three revenue drivers, the Company believes 2022 sales could be in the range of$17 billionto$22 billion. The Company continues to have discussions for 2022 APAs with governments and international organizations, including COVAX, thePan American Health Organization(PAHO) and theAfrican Union.","news_type":1,"symbols_score_info":{"MRNA":0.9}},"isVote":1,"tweetType":1,"viewCount":2629,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":859021205,"gmtCreate":1634641639710,"gmtModify":1634641747081,"author":{"id":"3557838603033373","authorId":"3557838603033373","name":"adriandino","avatar":"https://static.tigerbbs.com/7ee1cd14ed5057e0ad135ec52ba710cf","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557838603033373","authorIdStr":"3557838603033373"},"themes":[],"htmlText":"Buy buy buy","listText":"Buy buy buy","text":"Buy buy buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/859021205","repostId":"1111431743","repostType":4,"repost":{"id":"1111431743","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":1634637193,"share":"https://www.laohu8.com/m/news/1111431743?lang=zh_CN&edition=full","pubTime":"2021-10-19 17:53","market":"hk","language":"en","title":"Alibaba Confirms It's Developing In-House Advanced Chips To Boost Cloud Computing Business<blockquote>阿里巴巴-SW确认正在开发内部先进芯片以推动云计算业务</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1111431743","media":"Benzinga","summary":"Chinese e-commerce giant Alibaba on Tuesday confirmed plans to develop an in-house processor that wo","content":"<p>Chinese e-commerce giant <b><a href=\"https://laohu8.com/S/BABA\">Alibaba</a></b> on Tuesday confirmed plans to develop an in-house processor that would be used to power its cloud computing business.</p><p><blockquote>中国电商巨头<b><a href=\"https://laohu8.com/S/BABA\">阿里巴巴-SW</a></b>周二确认了开发内部处理器的计划,该处理器将用于为其云计算业务提供动力。</blockquote></p><p> <b>What Happened:</b> The Yitian 710 server chip is developed by Alibaba’s in-house semiconductor unit T-Head.</p><p><blockquote><b>发生了什么:</b>倚天710服务器芯片由阿里巴巴-SW内部半导体部门T-Head开发。</blockquote></p><p> The design is based on British chipmaker Arm Holding's architecture and will use the 5nm technology, which has been under development since 2019 and is expected to boost Alibaba’s cloud services by leveraging performance and energy efficiency.</p><p><blockquote>该设计基于英国芯片制造商Arm Holding的架构,将使用5nm技术,该技术自2019年以来一直在开发中,预计将通过利用性能和能效来推动阿里巴巴-SW的云服务。</blockquote></p><p> <b>Why It Matters:</b> The semiconductor foray replicates similar moves from rival computing players such as <b>Huawei Technologies</b> and <b>Amazon.com Inc.</b></p><p><blockquote><b>为什么重要:</b>此次半导体进军复制了竞争对手计算公司的类似举措,例如<b>华为技术</b>和<b>亚马逊公司。</b></blockquote></p><p> Alibaba was the top cloud vendor in China in the second quarter and its share of the Chinese cloud market stood at 33.8%, according to a report released by Canalys.</p><p><blockquote>根据Canalys发布的报告,阿里巴巴-SW是第二季度中国最大的云供应商,其在中国云市场的份额为33.8%。</blockquote></p><p> The Chinese government has also been urging industry leaders to invest in the domestic chip sector amid crippling worldwide shortages affecting industries ranging from cars, electronics applications, to smartphones.</p><p><blockquote>在全球范围内严重的芯片短缺影响到汽车、电子应用到智能手机等行业之际,中国政府还一直敦促行业领导者投资国内芯片行业。</blockquote></p><p> <b>Price Action:</b> Alibaba shares closed 0.68% lower at $166.82 a share on Monday.</p><p><blockquote><b>价格走势:</b>阿里巴巴-SW股价周一收盘下跌0.68%,至每股166.82美元。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE 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*/\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba Confirms It's Developing In-House Advanced Chips To Boost Cloud Computing Business<blockquote>阿里巴巴-SW确认正在开发内部先进芯片以推动云计算业务</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\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 smaller\">2021-10-19 17:53</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p>Chinese e-commerce giant <b><a href=\"https://laohu8.com/S/BABA\">Alibaba</a></b> on Tuesday confirmed plans to develop an in-house processor that would be used to power its cloud computing business.</p><p><blockquote>中国电商巨头<b><a href=\"https://laohu8.com/S/BABA\">阿里巴巴-SW</a></b>周二确认了开发内部处理器的计划,该处理器将用于为其云计算业务提供动力。</blockquote></p><p> <b>What Happened:</b> The Yitian 710 server chip is developed by Alibaba’s in-house semiconductor unit T-Head.</p><p><blockquote><b>发生了什么:</b>倚天710服务器芯片由阿里巴巴-SW内部半导体部门T-Head开发。</blockquote></p><p> The design is based on British chipmaker Arm Holding's architecture and will use the 5nm technology, which has been under development since 2019 and is expected to boost Alibaba’s cloud services by leveraging performance and energy efficiency.</p><p><blockquote>该设计基于英国芯片制造商Arm Holding的架构,将使用5nm技术,该技术自2019年以来一直在开发中,预计将通过利用性能和能效来推动阿里巴巴-SW的云服务。</blockquote></p><p> <b>Why It Matters:</b> The semiconductor foray replicates similar moves from rival computing players such as <b>Huawei Technologies</b> and <b>Amazon.com Inc.</b></p><p><blockquote><b>为什么重要:</b>此次半导体进军复制了竞争对手计算公司的类似举措,例如<b>华为技术</b>和<b>亚马逊公司。</b></blockquote></p><p> Alibaba was the top cloud vendor in China in the second quarter and its share of the Chinese cloud market stood at 33.8%, according to a report released by Canalys.</p><p><blockquote>根据Canalys发布的报告,阿里巴巴-SW是第二季度中国最大的云供应商,其在中国云市场的份额为33.8%。</blockquote></p><p> The Chinese government has also been urging industry leaders to invest in the domestic chip sector amid crippling worldwide shortages affecting industries ranging from cars, electronics applications, to smartphones.</p><p><blockquote>在全球范围内严重的芯片短缺影响到汽车、电子应用到智能手机等行业之际,中国政府还一直敦促行业领导者投资国内芯片行业。</blockquote></p><p> <b>Price Action:</b> Alibaba shares closed 0.68% lower at $166.82 a share on Monday.</p><p><blockquote><b>价格走势:</b>阿里巴巴-SW股价周一收盘下跌0.68%,至每股166.82美元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111431743","content_text":"Chinese e-commerce giant Alibaba on Tuesday confirmed plans to develop an in-house processor that would be used to power its cloud computing business.\nWhat Happened: The Yitian 710 server chip is developed by Alibaba’s in-house semiconductor unit T-Head.\nThe design is based on British chipmaker Arm Holding's architecture and will use the 5nm technology, which has been under development since 2019 and is expected to boost Alibaba’s cloud services by leveraging performance and energy efficiency.\nWhy It Matters: The semiconductor foray replicates similar moves from rival computing players such as Huawei Technologies and Amazon.com Inc.\nAlibaba was the top cloud vendor in China in the second quarter and its share of the Chinese cloud market stood at 33.8%, according to a report released by Canalys.\nThe Chinese government has also been urging industry leaders to invest in the domestic chip sector amid crippling worldwide shortages affecting industries ranging from cars, electronics applications, to smartphones.\nPrice Action: Alibaba shares closed 0.68% lower at $166.82 a share on Monday.","news_type":1,"symbols_score_info":{"BABA":0.9,"09988":0.9}},"isVote":1,"tweetType":1,"viewCount":2710,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":826762189,"gmtCreate":1634055708286,"gmtModify":1634055782125,"author":{"id":"3557838603033373","authorId":"3557838603033373","name":"adriandino","avatar":"https://static.tigerbbs.com/7ee1cd14ed5057e0ad135ec52ba710cf","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557838603033373","authorIdStr":"3557838603033373"},"themes":[],"htmlText":"Buy buy buy","listText":"Buy buy buy","text":"Buy buy buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/826762189","repostId":"1188785088","repostType":4,"repost":{"id":"1188785088","kind":"news","pubTimestamp":1634052465,"share":"https://www.laohu8.com/m/news/1188785088?lang=zh_CN&edition=full","pubTime":"2021-10-12 23:27","market":"us","language":"en","title":"Tesla Stock: The Path To $2,500 By 2030<blockquote>特斯拉股票:到2030年将达到2,500美元</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1188785088","media":"Seeking Alpha","summary":"Summary\n\nTesla experienced explosive gains last year.\nThis year, the stock has struggled, but the co","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul> <li>Tesla experienced explosive gains last year.</li> <li>This year, the stock has struggled, but the company is on the right track.</li> <li>Better-than-anticipated production and deliveries data suggests the stock can push higher into year-end.</li> <li>I suspect Tesla has more upside, and the stock could hit $2,500 in future years.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/207deb1c8eb2af0f4c49abcb18226dd4\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>Spencer Platt/Getty Images News</span></p><p><blockquote><ul><li>特斯拉去年经历了爆炸性的增长。</li><li>今年,该股表现不佳,但该公司正走在正确的轨道上。</li><li>好于预期的生产和交付数据表明该股可能会在年底前走高。</li><li>我怀疑特斯拉还有更大的上涨空间,该股未来几年可能会触及2,500美元。</li></ul><p class=\"t-img-caption\"><span>斯宾塞·普拉特/盖蒂图片社新闻</span></p></blockquote></p><p> I've been a Tesla(NASDAQ:TSLA)bull for a long time now. It's hard to believe, but the first time I purchased Tesla's stock was eight years ago when the share price was around a split-adjusted $30. Now, roughly 2,500% higher, I am still long Tesla and I think there is more upside in this stock. Tesla remains the leader in the ultra-lucrative EV space. The company arguably has the best products, powered by the most advanced technologies.</p><p><blockquote>我长期以来一直看好特斯拉(纳斯达克:TSLA)。很难相信,我第一次购买特斯拉的股票是在八年前,当时股价约为分拆调整后的30美元。现在,大约上涨了2,500%,我仍然做多特斯拉,我认为这只股票还有更大的上涨空间。特斯拉仍然是利润丰厚的电动汽车领域的领导者。该公司可以说拥有最好的产品,由最先进的技术驱动。</blockquote></p><p> Additionally, Tesla has a unique set of competitive advantages that the company utilizes to stay ahead of its competition year after year. Tesla just put up stellar delivery and production numbers, will likely surpass analysts' expectations this quarter, and the company has enormous revenue and EPS growth potential as we advance. While we will not see Tesla shares gain another 2,500% from here any time soon, the stock can probably hit $1,000 by year-end or early next year. Moreover, Tesla shares could climb substantially higher over the next several years as well.</p><p><blockquote>此外,特斯拉拥有一系列独特的竞争优势,该公司利用这些优势年复一年地在竞争中保持领先地位。特斯拉刚刚公布了出色的交付和生产数据,本季度可能会超出分析师的预期,随着我们的发展,该公司拥有巨大的收入和每股收益增长潜力。虽然我们不会看到特斯拉股价很快再上涨2,500%,但到年底或明年初,该股可能会触及1,000美元。此外,特斯拉股价在未来几年也可能大幅攀升。</blockquote></p><p> <b>Technical Setup</b></p><p><blockquote><b>技术设置</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dabe94c8ac775d6a4113df03ad66ffdb\" tg-width=\"640\" tg-height=\"676\" width=\"100%\" height=\"auto\"><span>Source: Stockcharts.com</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:Stockcharts.com</span></p></blockquote></p><p> Tesla had a stellar run-up in 2020 and into year-end last year. Then the stock experienced a significant correction of around 40% down to the $550 level. After this giant pullback, Tesla shares came back for a successful retest of the $550 level. Since then, the stock has been in a steady, concise, upward channel. The current move higher should continue until the bullish trend breaks. However, the bullish trend is robust and could power Tesla shares to $1,000 by the end of this year. Moreover, the company has numerous favorable fundamental factors to go along with the constructive technical setup right now.</p><p><blockquote>特斯拉在2020年和去年年底取得了出色的增长。随后该股经历了约40%的大幅回调,跌至550美元的水平。在这次大幅回调之后,特斯拉股价卷土重来,成功重新测试550美元水平。此后,该股一直处于稳定、简洁的上升通道中。目前的上涨应该会持续到看涨趋势被打破。然而,看涨趋势强劲,可能会推动特斯拉股价在今年年底前升至1,000美元。此外,该公司目前拥有许多有利的基本面因素来配合建设性的技术设置。</blockquote></p><p> <b>Competitive Edge</b></p><p><blockquote><b>竞争优势</b></blockquote></p><p> Tesla continues to enjoy a multifaceted competitive advantage relative to its peers. Its approach to marketing, sales, software development, battery production, supercharging, design, development, and production provides Tesla with a significant edge relative to its competitors. Tesla designs and delivers everything from scratch, and the company remains ever focused on staying ahead of the curve innovation-wise in the EV space. However, most traditional automakers are still mainly focused on ICE vehicles and are still pivoting towards EVs. The bottom line is that the EV market is continuously gaining share over the conventional ICE market, and Tesla is the clear leader when it comes to EVs.</p><p><blockquote>相对于同行,特斯拉继续享有多方面的竞争优势。其营销、销售、软件开发、电池生产、增压、设计、开发和生产方法使特斯拉相对于竞争对手具有显着优势。特斯拉从头开始设计和交付一切,该公司始终专注于在电动汽车领域的创新方面保持领先地位。然而,大多数传统汽车制造商仍然主要专注于内燃机汽车,并且仍在转向电动汽车。最重要的是,电动汽车市场正在不断获得传统内燃机市场的份额,而特斯拉在电动汽车方面显然是领导者。</blockquote></p><p> <b>Global EV Market Share First Half of 2021</b></p><p><blockquote><b>2021年上半年全球电动汽车市场份额</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/460efe2072a471a917fc24f40e742d6e\" tg-width=\"640\" tg-height=\"497\" width=\"100%\" height=\"auto\"><span>Source: statista.com</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:statista.com</span></p></blockquote></p><p> <b>Deliveries Surge</b></p><p><blockquote><b>交付量激增</b></blockquote></p><p> Tesla just announced another record deliveries quarter of 241,300 vehiclesin Q3, a 20% increase over the last quarter and a remarkable 73% YoY surge. Tesla delivered a total of 9,275 Model S/X vehicles along with 232,025 mainstream Model 3/Y cars. Now, if we adjust for lease vehicles, we arrive at about 7,420 Model S/X vehicle sales and roughly 218,104 Model 3/Y vehicles sold in the third quarter.</p><p><blockquote>特斯拉刚刚宣布第三季度交付量再创新高,达到241,300辆,比上一季度增长20%,同比大幅增长73%。特斯拉总共交付了9,275辆Model S/X汽车以及232,025辆主流Model 3/Y汽车。现在,如果我们对租赁车辆进行调整,我们得出第三季度Model S/X汽车销量约为7,420辆,Model 3/Y汽车销量约为218,104辆。</blockquote></p><p> Last quarter (Q2 2021), Tesla sold (leases excluded) a total of about 187,163 vehicles for $9.874 billion. This sales image suggests that the average selling price (\"ASP\") across all vehicles was roughly $53K. Tesla sold approximately 1,550 Model S/X vehicles in Q2. Thus, if we approximate an ASP of $100,000 - $110,000 for Model S/X vehicle sales, we are left with about $52,000 for the Model 3/Y segment.</p><p><blockquote>上个季度(2021年第二季度),特斯拉总共售出(不包括租赁)约187,163辆汽车,价值98.74亿美元。这张销售图片表明,所有车辆的平均售价(“ASP”)约为5.3万美元。特斯拉在Q2销售了约1550辆Model S/X汽车。因此,如果我们估计Model S/X车辆销售的平均售价为100,000-110,000美元,那么Model 3/Y细分市场的平均售价约为52,000美元。</blockquote></p><p> Therefore, to get an approximate number for Tesla vehicle sales in Q3, we can use an ASP of $105,000 for the 7,420 Model S/X vehicles sold in the quarter, and we can use the $52,000 ASP for the 218,104 Model 3/Y cars delivered in Q3. This estimate gives us an approximate $800 million in Model S/X sales and $11.34 billion in Model 3/Y sales.</p><p><blockquote>因此,要获得第三季度特斯拉汽车销量的大致数字,我们可以对该季度售出的7,420辆Model S/X汽车使用105,000美元的ASP,对218,104辆Model 3/Y汽车使用52,000美元的ASP在第三季度交付。根据这一估计,Model S/X的销售额约为8亿美元,Model 3/Y的销售额约为113.4亿美元。</blockquote></p><p> <b>Q3 Earnings Outlook</b></p><p><blockquote><b>第三季度盈利展望</b></blockquote></p><p> <b>Analysts Estimates:</b></p><p><blockquote><b>分析师估计:</b></blockquote></p><p></p><p> Last quarter, Tesla delivered $1.45 in EPS, beating consensus analysts' forecasts by about $0.47 or 48%. The company announced revenues of $11.96 billion, beating estimates by $559.33 million simultaneously. Now for Q3, consensus estimates are for EPS of $1.47 and revenues of $13.49 billion. However, I think Tesla will beat these figures as well.</p><p><blockquote>上季度,特斯拉的每股收益为1.45美元,比分析师普遍预期高出约0.47美元,即48%。该公司宣布营收为119.6亿美元,同时超出预期5.5933亿美元。目前,第三季度的普遍预期是每股收益为1.47美元,营收为134.9亿美元。然而,我认为特斯拉也会超过这些数字。</blockquote></p><p> <b>My Estimates:</b></p><p><blockquote><b>我的估计:</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/49202e7907ab71b56fdc7a9bd908431d\" tg-width=\"640\" tg-height=\"975\" width=\"100%\" height=\"auto\"><span>Source: Author's Material</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源:作者材料</span></p></blockquote></p><p> Instead of the $13.49 billion revenues figure, I am looking for $14.74 billion in revenues, about a 9% increase over consensus expectations. Moreover, I think we can see about $1.85 in non-GAAP EPS out of Tesla in Q3, roughly 26% better than the current consensus figures imply. If Tesla makes good on its notably better-than-expected Q3 results, the stock will have a strong catalyst for a rally into year-end.</p><p><blockquote>我预计的收入不是134.9亿美元,而是147.4亿美元,比普遍预期增长约9%。此外,我认为我们可以看到特斯拉第三季度的非GAAP每股收益约为1.85美元,比当前共识数据高出约26%。如果特斯拉实现明显好于预期的第三季度业绩,该股将成为年底反弹的强大催化剂。</blockquote></p><p> <b>Bright Future Ahead for Tesla</b></p><p><blockquote><b>特斯拉前途光明</b></blockquote></p><p> Estimates are moving up for Tesla. There have been 26 upward revisions relative to just one downward (FY2021) revision over the last 90 days. Still, estimates could continue to move higher.</p><p><blockquote>对特斯拉的估计正在上升。在过去90天内,有26次上调,而只有一次下调(2021财年)。尽管如此,预期可能会继续走高。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bda469abb83b22a2a4505ae8d0373158\" tg-width=\"640\" tg-height=\"276\" width=\"100%\" height=\"auto\"><span>Source: seekingalpha.com</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:seekingalpha.com</span></p></blockquote></p><p> First, I want to draw your attention to the number of beats in recent quarters. Sure, Tesla's earnings remain somewhat volatile, but it's difficult to deny the better-than-anticipated earnings growth of late. Consensus estimates were for $3.61 in EPS for the last four quarters. Yet, the company's actual EPS numbers came in at $3.94, an average beat of around 9% over consensus estimates. We already see estimates that are substantial increases on a YoY basis, but I think that results can continue to come in stronger than anticipated (by about 10-20%) as we advance.</p><p><blockquote>首先,我想提请您注意最近几个季度的节拍数量。当然,特斯拉的盈利仍然有些波动,但很难否认最近好于预期的盈利增长。市场普遍预期过去四个季度的每股收益为3.61美元。然而,该公司的实际每股收益为3.94美元,平均比市场普遍预期高出9%左右。我们已经看到了同比大幅增长的估计,但我认为随着我们的进展,结果可能会继续强于预期(约10-20%)。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8eb9918909984b4de589a4266c10f2a5\" tg-width=\"640\" tg-height=\"282\" width=\"100%\" height=\"auto\"><span>Source: seekingalpha.com</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:seekingalpha.com</span></p></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b3215da27370b6e97c23883ece163f6b\" tg-width=\"640\" tg-height=\"279\" width=\"100%\" height=\"auto\"><span>Source: seekingalpha.com</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:seekingalpha.com</span></p></blockquote></p><p> We see expectations for significant EPS and revenue gains in future years for Tesla. While the stock may seem relatively expensive right now, shares should become increasingly less costly as EPS surge in coming years.</p><p><blockquote>我们预计特斯拉未来几年的每股收益和收入将大幅增长。虽然该股目前看起来相对昂贵,但随着未来几年每股收益的飙升,该股的成本应该会越来越低。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4392b7b8eeb3a6fc412f6cd79fe9e44e\" tg-width=\"640\" tg-height=\"330\" width=\"100%\" height=\"auto\"><span>Source: seekingalpha.com</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:seekingalpha.com</span></p></blockquote></p><p> Here is what Tesla's EPS, P/E ratio, and share price could look like in future years.</p><p><blockquote>以下是特斯拉未来几年的每股收益、市盈率和股价。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b9e110af6b9747752c5a540bdb00c5a4\" tg-width=\"905\" tg-height=\"382\" width=\"100%\" height=\"auto\"><span>Source: Author's Material</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源:作者材料</span></p></blockquote></p><p> <b>The Bottom Line</b></p><p><blockquote><b>底线</b></blockquote></p><p> Tesla's steady and robust EPS growth trend should continue, and I expect the company's share price could reach $2,500 or higher by the end of the decade. Now, some market participants could argue that these stock price projections are optimistic. However, I think that these projections may be relatively modest. First, the company could deliver higher EPS than I anticipate in future years, and second, Tesla's P/E ratio could remain elevated for longer.</p><p><blockquote>特斯拉稳定强劲的每股收益增长趋势应该会持续下去,我预计该公司的股价到本世纪末可能会达到2,500美元或更高。现在,一些市场参与者可能会认为这些股价预测是乐观的。然而,我认为这些预测可能相对温和。首先,该公司未来几年的每股收益可能会高于我的预期,其次,特斯拉的市盈率可能会在更长时间内保持较高水平。</blockquote></p><p> Due to Tesla's unique growth dynamic, the only company that can compare to Tesla is Amazon(NASDAQ:AMZN), in my view. Amazon's current valuation is what a more mature Tesla valuation could become. Incidentally, Amazon currently trades at about 58 times EPS, exactly where I have my 2029 Tesla P/E ratio pegged. Also, the projected stock price appreciation is only 220% from current levels, which is relatively modest if we consider the number of years.</p><p><blockquote>由于特斯拉独特的增长动力,在我看来,唯一可以与特斯拉相比的公司是亚马逊(纳斯达克:AMZN)。亚马逊目前的估值是更成熟的特斯拉估值可能达到的水平。顺便说一句,亚马逊目前的市盈率约为58倍,这正是我对2029年特斯拉市盈率的预期。此外,预计股价较当前水平仅上涨220%,如果考虑年数,这一涨幅相对较小。</blockquote></p><p> <b>Risks to Tesla's $2,500 Price Target</b></p><p><blockquote><b>特斯拉2,500美元目标价面临风险</b></blockquote></p><p> Of course, when you are talking about Tesla, there are risks to consider. While I estimate that the company can earn close to $50 per share by 2030, the company is very far from such figures right now. Therefore, there is the risk that Tesla will not illustrate the kind of earnings growth I envision. A slowdown in demand, increased competition, supply issues, decreased growth, and other variables are all risks we should consider before betting on Tesla to increase EPS nearly tenfold by 2030. Serious concerns could cause Tesla's valuation to lose altitude, and the company's share price could even head in reverse if any serious issues should arise. Therefore, I believe one should consider the risks carefully before committing any capital to a Tesla investment.</p><p><blockquote>当然,当你谈论特斯拉时,有风险需要考虑。虽然我估计到2030年该公司每股收益可接近50美元,但该公司目前距离这样的数字还很远。因此,特斯拉存在无法实现我所设想的盈利增长的风险。需求放缓、竞争加剧、供应问题、增长下降和其他变量都是我们在押注特斯拉到2030年每股收益增长近十倍之前应该考虑的风险。严重的担忧可能会导致特斯拉的估值下降,如果出现任何严重问题,该公司的股价甚至可能出现逆转。因此,我认为在投入任何资金进行特斯拉投资之前,应该仔细考虑风险。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Stock: The Path To $2,500 By 2030<blockquote>特斯拉股票:到2030年将达到2,500美元</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Stock: The Path To $2,500 By 2030<blockquote>特斯拉股票:到2030年将达到2,500美元</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-10-12 23:27</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul> <li>Tesla experienced explosive gains last year.</li> <li>This year, the stock has struggled, but the company is on the right track.</li> <li>Better-than-anticipated production and deliveries data suggests the stock can push higher into year-end.</li> <li>I suspect Tesla has more upside, and the stock could hit $2,500 in future years.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/207deb1c8eb2af0f4c49abcb18226dd4\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>Spencer Platt/Getty Images News</span></p><p><blockquote><ul><li>特斯拉去年经历了爆炸性的增长。</li><li>今年,该股表现不佳,但该公司正走在正确的轨道上。</li><li>好于预期的生产和交付数据表明该股可能会在年底前走高。</li><li>我怀疑特斯拉还有更大的上涨空间,该股未来几年可能会触及2,500美元。</li></ul><p class=\"t-img-caption\"><span>斯宾塞·普拉特/盖蒂图片社新闻</span></p></blockquote></p><p> I've been a Tesla(NASDAQ:TSLA)bull for a long time now. It's hard to believe, but the first time I purchased Tesla's stock was eight years ago when the share price was around a split-adjusted $30. Now, roughly 2,500% higher, I am still long Tesla and I think there is more upside in this stock. Tesla remains the leader in the ultra-lucrative EV space. The company arguably has the best products, powered by the most advanced technologies.</p><p><blockquote>我长期以来一直看好特斯拉(纳斯达克:TSLA)。很难相信,我第一次购买特斯拉的股票是在八年前,当时股价约为分拆调整后的30美元。现在,大约上涨了2,500%,我仍然做多特斯拉,我认为这只股票还有更大的上涨空间。特斯拉仍然是利润丰厚的电动汽车领域的领导者。该公司可以说拥有最好的产品,由最先进的技术驱动。</blockquote></p><p> Additionally, Tesla has a unique set of competitive advantages that the company utilizes to stay ahead of its competition year after year. Tesla just put up stellar delivery and production numbers, will likely surpass analysts' expectations this quarter, and the company has enormous revenue and EPS growth potential as we advance. While we will not see Tesla shares gain another 2,500% from here any time soon, the stock can probably hit $1,000 by year-end or early next year. Moreover, Tesla shares could climb substantially higher over the next several years as well.</p><p><blockquote>此外,特斯拉拥有一系列独特的竞争优势,该公司利用这些优势年复一年地在竞争中保持领先地位。特斯拉刚刚公布了出色的交付和生产数据,本季度可能会超出分析师的预期,随着我们的发展,该公司拥有巨大的收入和每股收益增长潜力。虽然我们不会看到特斯拉股价很快再上涨2,500%,但到年底或明年初,该股可能会触及1,000美元。此外,特斯拉股价在未来几年也可能大幅攀升。</blockquote></p><p> <b>Technical Setup</b></p><p><blockquote><b>技术设置</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dabe94c8ac775d6a4113df03ad66ffdb\" tg-width=\"640\" tg-height=\"676\" width=\"100%\" height=\"auto\"><span>Source: Stockcharts.com</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:Stockcharts.com</span></p></blockquote></p><p> Tesla had a stellar run-up in 2020 and into year-end last year. Then the stock experienced a significant correction of around 40% down to the $550 level. After this giant pullback, Tesla shares came back for a successful retest of the $550 level. Since then, the stock has been in a steady, concise, upward channel. The current move higher should continue until the bullish trend breaks. However, the bullish trend is robust and could power Tesla shares to $1,000 by the end of this year. Moreover, the company has numerous favorable fundamental factors to go along with the constructive technical setup right now.</p><p><blockquote>特斯拉在2020年和去年年底取得了出色的增长。随后该股经历了约40%的大幅回调,跌至550美元的水平。在这次大幅回调之后,特斯拉股价卷土重来,成功重新测试550美元水平。此后,该股一直处于稳定、简洁的上升通道中。目前的上涨应该会持续到看涨趋势被打破。然而,看涨趋势强劲,可能会推动特斯拉股价在今年年底前升至1,000美元。此外,该公司目前拥有许多有利的基本面因素来配合建设性的技术设置。</blockquote></p><p> <b>Competitive Edge</b></p><p><blockquote><b>竞争优势</b></blockquote></p><p> Tesla continues to enjoy a multifaceted competitive advantage relative to its peers. Its approach to marketing, sales, software development, battery production, supercharging, design, development, and production provides Tesla with a significant edge relative to its competitors. Tesla designs and delivers everything from scratch, and the company remains ever focused on staying ahead of the curve innovation-wise in the EV space. However, most traditional automakers are still mainly focused on ICE vehicles and are still pivoting towards EVs. The bottom line is that the EV market is continuously gaining share over the conventional ICE market, and Tesla is the clear leader when it comes to EVs.</p><p><blockquote>相对于同行,特斯拉继续享有多方面的竞争优势。其营销、销售、软件开发、电池生产、增压、设计、开发和生产方法使特斯拉相对于竞争对手具有显着优势。特斯拉从头开始设计和交付一切,该公司始终专注于在电动汽车领域的创新方面保持领先地位。然而,大多数传统汽车制造商仍然主要专注于内燃机汽车,并且仍在转向电动汽车。最重要的是,电动汽车市场正在不断获得传统内燃机市场的份额,而特斯拉在电动汽车方面显然是领导者。</blockquote></p><p> <b>Global EV Market Share First Half of 2021</b></p><p><blockquote><b>2021年上半年全球电动汽车市场份额</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/460efe2072a471a917fc24f40e742d6e\" tg-width=\"640\" tg-height=\"497\" width=\"100%\" height=\"auto\"><span>Source: statista.com</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:statista.com</span></p></blockquote></p><p> <b>Deliveries Surge</b></p><p><blockquote><b>交付量激增</b></blockquote></p><p> Tesla just announced another record deliveries quarter of 241,300 vehiclesin Q3, a 20% increase over the last quarter and a remarkable 73% YoY surge. Tesla delivered a total of 9,275 Model S/X vehicles along with 232,025 mainstream Model 3/Y cars. Now, if we adjust for lease vehicles, we arrive at about 7,420 Model S/X vehicle sales and roughly 218,104 Model 3/Y vehicles sold in the third quarter.</p><p><blockquote>特斯拉刚刚宣布第三季度交付量再创新高,达到241,300辆,比上一季度增长20%,同比大幅增长73%。特斯拉总共交付了9,275辆Model S/X汽车以及232,025辆主流Model 3/Y汽车。现在,如果我们对租赁车辆进行调整,我们得出第三季度Model S/X汽车销量约为7,420辆,Model 3/Y汽车销量约为218,104辆。</blockquote></p><p> Last quarter (Q2 2021), Tesla sold (leases excluded) a total of about 187,163 vehicles for $9.874 billion. This sales image suggests that the average selling price (\"ASP\") across all vehicles was roughly $53K. Tesla sold approximately 1,550 Model S/X vehicles in Q2. Thus, if we approximate an ASP of $100,000 - $110,000 for Model S/X vehicle sales, we are left with about $52,000 for the Model 3/Y segment.</p><p><blockquote>上个季度(2021年第二季度),特斯拉总共售出(不包括租赁)约187,163辆汽车,价值98.74亿美元。这张销售图片表明,所有车辆的平均售价(“ASP”)约为5.3万美元。特斯拉在Q2销售了约1550辆Model S/X汽车。因此,如果我们估计Model S/X车辆销售的平均售价为100,000-110,000美元,那么Model 3/Y细分市场的平均售价约为52,000美元。</blockquote></p><p> Therefore, to get an approximate number for Tesla vehicle sales in Q3, we can use an ASP of $105,000 for the 7,420 Model S/X vehicles sold in the quarter, and we can use the $52,000 ASP for the 218,104 Model 3/Y cars delivered in Q3. This estimate gives us an approximate $800 million in Model S/X sales and $11.34 billion in Model 3/Y sales.</p><p><blockquote>因此,要获得第三季度特斯拉汽车销量的大致数字,我们可以对该季度售出的7,420辆Model S/X汽车使用105,000美元的ASP,对218,104辆Model 3/Y汽车使用52,000美元的ASP在第三季度交付。根据这一估计,Model S/X的销售额约为8亿美元,Model 3/Y的销售额约为113.4亿美元。</blockquote></p><p> <b>Q3 Earnings Outlook</b></p><p><blockquote><b>第三季度盈利展望</b></blockquote></p><p> <b>Analysts Estimates:</b></p><p><blockquote><b>分析师估计:</b></blockquote></p><p></p><p> Last quarter, Tesla delivered $1.45 in EPS, beating consensus analysts' forecasts by about $0.47 or 48%. The company announced revenues of $11.96 billion, beating estimates by $559.33 million simultaneously. Now for Q3, consensus estimates are for EPS of $1.47 and revenues of $13.49 billion. However, I think Tesla will beat these figures as well.</p><p><blockquote>上季度,特斯拉的每股收益为1.45美元,比分析师普遍预期高出约0.47美元,即48%。该公司宣布营收为119.6亿美元,同时超出预期5.5933亿美元。目前,第三季度的普遍预期是每股收益为1.47美元,营收为134.9亿美元。然而,我认为特斯拉也会超过这些数字。</blockquote></p><p> <b>My Estimates:</b></p><p><blockquote><b>我的估计:</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/49202e7907ab71b56fdc7a9bd908431d\" tg-width=\"640\" tg-height=\"975\" width=\"100%\" height=\"auto\"><span>Source: Author's Material</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源:作者材料</span></p></blockquote></p><p> Instead of the $13.49 billion revenues figure, I am looking for $14.74 billion in revenues, about a 9% increase over consensus expectations. Moreover, I think we can see about $1.85 in non-GAAP EPS out of Tesla in Q3, roughly 26% better than the current consensus figures imply. If Tesla makes good on its notably better-than-expected Q3 results, the stock will have a strong catalyst for a rally into year-end.</p><p><blockquote>我预计的收入不是134.9亿美元,而是147.4亿美元,比普遍预期增长约9%。此外,我认为我们可以看到特斯拉第三季度的非GAAP每股收益约为1.85美元,比当前共识数据高出约26%。如果特斯拉实现明显好于预期的第三季度业绩,该股将成为年底反弹的强大催化剂。</blockquote></p><p> <b>Bright Future Ahead for Tesla</b></p><p><blockquote><b>特斯拉前途光明</b></blockquote></p><p> Estimates are moving up for Tesla. There have been 26 upward revisions relative to just one downward (FY2021) revision over the last 90 days. Still, estimates could continue to move higher.</p><p><blockquote>对特斯拉的估计正在上升。在过去90天内,有26次上调,而只有一次下调(2021财年)。尽管如此,预期可能会继续走高。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bda469abb83b22a2a4505ae8d0373158\" tg-width=\"640\" tg-height=\"276\" width=\"100%\" height=\"auto\"><span>Source: seekingalpha.com</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:seekingalpha.com</span></p></blockquote></p><p> First, I want to draw your attention to the number of beats in recent quarters. Sure, Tesla's earnings remain somewhat volatile, but it's difficult to deny the better-than-anticipated earnings growth of late. Consensus estimates were for $3.61 in EPS for the last four quarters. Yet, the company's actual EPS numbers came in at $3.94, an average beat of around 9% over consensus estimates. We already see estimates that are substantial increases on a YoY basis, but I think that results can continue to come in stronger than anticipated (by about 10-20%) as we advance.</p><p><blockquote>首先,我想提请您注意最近几个季度的节拍数量。当然,特斯拉的盈利仍然有些波动,但很难否认最近好于预期的盈利增长。市场普遍预期过去四个季度的每股收益为3.61美元。然而,该公司的实际每股收益为3.94美元,平均比市场普遍预期高出9%左右。我们已经看到了同比大幅增长的估计,但我认为随着我们的进展,结果可能会继续强于预期(约10-20%)。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8eb9918909984b4de589a4266c10f2a5\" tg-width=\"640\" tg-height=\"282\" width=\"100%\" height=\"auto\"><span>Source: seekingalpha.com</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:seekingalpha.com</span></p></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b3215da27370b6e97c23883ece163f6b\" tg-width=\"640\" tg-height=\"279\" width=\"100%\" height=\"auto\"><span>Source: seekingalpha.com</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:seekingalpha.com</span></p></blockquote></p><p> We see expectations for significant EPS and revenue gains in future years for Tesla. While the stock may seem relatively expensive right now, shares should become increasingly less costly as EPS surge in coming years.</p><p><blockquote>我们预计特斯拉未来几年的每股收益和收入将大幅增长。虽然该股目前看起来相对昂贵,但随着未来几年每股收益的飙升,该股的成本应该会越来越低。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4392b7b8eeb3a6fc412f6cd79fe9e44e\" tg-width=\"640\" tg-height=\"330\" width=\"100%\" height=\"auto\"><span>Source: seekingalpha.com</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:seekingalpha.com</span></p></blockquote></p><p> Here is what Tesla's EPS, P/E ratio, and share price could look like in future years.</p><p><blockquote>以下是特斯拉未来几年的每股收益、市盈率和股价。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b9e110af6b9747752c5a540bdb00c5a4\" tg-width=\"905\" tg-height=\"382\" width=\"100%\" height=\"auto\"><span>Source: Author's Material</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源:作者材料</span></p></blockquote></p><p> <b>The Bottom Line</b></p><p><blockquote><b>底线</b></blockquote></p><p> Tesla's steady and robust EPS growth trend should continue, and I expect the company's share price could reach $2,500 or higher by the end of the decade. Now, some market participants could argue that these stock price projections are optimistic. However, I think that these projections may be relatively modest. First, the company could deliver higher EPS than I anticipate in future years, and second, Tesla's P/E ratio could remain elevated for longer.</p><p><blockquote>特斯拉稳定强劲的每股收益增长趋势应该会持续下去,我预计该公司的股价到本世纪末可能会达到2,500美元或更高。现在,一些市场参与者可能会认为这些股价预测是乐观的。然而,我认为这些预测可能相对温和。首先,该公司未来几年的每股收益可能会高于我的预期,其次,特斯拉的市盈率可能会在更长时间内保持较高水平。</blockquote></p><p> Due to Tesla's unique growth dynamic, the only company that can compare to Tesla is Amazon(NASDAQ:AMZN), in my view. Amazon's current valuation is what a more mature Tesla valuation could become. Incidentally, Amazon currently trades at about 58 times EPS, exactly where I have my 2029 Tesla P/E ratio pegged. Also, the projected stock price appreciation is only 220% from current levels, which is relatively modest if we consider the number of years.</p><p><blockquote>由于特斯拉独特的增长动力,在我看来,唯一可以与特斯拉相比的公司是亚马逊(纳斯达克:AMZN)。亚马逊目前的估值是更成熟的特斯拉估值可能达到的水平。顺便说一句,亚马逊目前的市盈率约为58倍,这正是我对2029年特斯拉市盈率的预期。此外,预计股价较当前水平仅上涨220%,如果考虑年数,这一涨幅相对较小。</blockquote></p><p> <b>Risks to Tesla's $2,500 Price Target</b></p><p><blockquote><b>特斯拉2,500美元目标价面临风险</b></blockquote></p><p> Of course, when you are talking about Tesla, there are risks to consider. While I estimate that the company can earn close to $50 per share by 2030, the company is very far from such figures right now. Therefore, there is the risk that Tesla will not illustrate the kind of earnings growth I envision. A slowdown in demand, increased competition, supply issues, decreased growth, and other variables are all risks we should consider before betting on Tesla to increase EPS nearly tenfold by 2030. Serious concerns could cause Tesla's valuation to lose altitude, and the company's share price could even head in reverse if any serious issues should arise. Therefore, I believe one should consider the risks carefully before committing any capital to a Tesla investment.</p><p><blockquote>当然,当你谈论特斯拉时,有风险需要考虑。虽然我估计到2030年该公司每股收益可接近50美元,但该公司目前距离这样的数字还很远。因此,特斯拉存在无法实现我所设想的盈利增长的风险。需求放缓、竞争加剧、供应问题、增长下降和其他变量都是我们在押注特斯拉到2030年每股收益增长近十倍之前应该考虑的风险。严重的担忧可能会导致特斯拉的估值下降,如果出现任何严重问题,该公司的股价甚至可能出现逆转。因此,我认为在投入任何资金进行特斯拉投资之前,应该仔细考虑风险。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://seekingalpha.com/article/4459378-tesla-path-to-2500-by-2030\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4459378-tesla-path-to-2500-by-2030","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188785088","content_text":"Summary\n\nTesla experienced explosive gains last year.\nThis year, the stock has struggled, but the company is on the right track.\nBetter-than-anticipated production and deliveries data suggests the stock can push higher into year-end.\nI suspect Tesla has more upside, and the stock could hit $2,500 in future years.\n\nSpencer Platt/Getty Images News\nI've been a Tesla(NASDAQ:TSLA)bull for a long time now. It's hard to believe, but the first time I purchased Tesla's stock was eight years ago when the share price was around a split-adjusted $30. Now, roughly 2,500% higher, I am still long Tesla and I think there is more upside in this stock. Tesla remains the leader in the ultra-lucrative EV space. The company arguably has the best products, powered by the most advanced technologies.\nAdditionally, Tesla has a unique set of competitive advantages that the company utilizes to stay ahead of its competition year after year. Tesla just put up stellar delivery and production numbers, will likely surpass analysts' expectations this quarter, and the company has enormous revenue and EPS growth potential as we advance. While we will not see Tesla shares gain another 2,500% from here any time soon, the stock can probably hit $1,000 by year-end or early next year. Moreover, Tesla shares could climb substantially higher over the next several years as well.\nTechnical Setup\nSource: Stockcharts.com\nTesla had a stellar run-up in 2020 and into year-end last year. Then the stock experienced a significant correction of around 40% down to the $550 level. After this giant pullback, Tesla shares came back for a successful retest of the $550 level. Since then, the stock has been in a steady, concise, upward channel. The current move higher should continue until the bullish trend breaks. However, the bullish trend is robust and could power Tesla shares to $1,000 by the end of this year. Moreover, the company has numerous favorable fundamental factors to go along with the constructive technical setup right now.\nCompetitive Edge\nTesla continues to enjoy a multifaceted competitive advantage relative to its peers. Its approach to marketing, sales, software development, battery production, supercharging, design, development, and production provides Tesla with a significant edge relative to its competitors. Tesla designs and delivers everything from scratch, and the company remains ever focused on staying ahead of the curve innovation-wise in the EV space. However, most traditional automakers are still mainly focused on ICE vehicles and are still pivoting towards EVs. The bottom line is that the EV market is continuously gaining share over the conventional ICE market, and Tesla is the clear leader when it comes to EVs.\nGlobal EV Market Share First Half of 2021\nSource: statista.com\nDeliveries Surge\nTesla just announced another record deliveries quarter of 241,300 vehiclesin Q3, a 20% increase over the last quarter and a remarkable 73% YoY surge. Tesla delivered a total of 9,275 Model S/X vehicles along with 232,025 mainstream Model 3/Y cars. Now, if we adjust for lease vehicles, we arrive at about 7,420 Model S/X vehicle sales and roughly 218,104 Model 3/Y vehicles sold in the third quarter.\nLast quarter (Q2 2021), Tesla sold (leases excluded) a total of about 187,163 vehicles for $9.874 billion. This sales image suggests that the average selling price (\"ASP\") across all vehicles was roughly $53K. Tesla sold approximately 1,550 Model S/X vehicles in Q2. Thus, if we approximate an ASP of $100,000 - $110,000 for Model S/X vehicle sales, we are left with about $52,000 for the Model 3/Y segment.\nTherefore, to get an approximate number for Tesla vehicle sales in Q3, we can use an ASP of $105,000 for the 7,420 Model S/X vehicles sold in the quarter, and we can use the $52,000 ASP for the 218,104 Model 3/Y cars delivered in Q3. This estimate gives us an approximate $800 million in Model S/X sales and $11.34 billion in Model 3/Y sales.\nQ3 Earnings Outlook\nAnalysts Estimates:\nLast quarter, Tesla delivered $1.45 in EPS, beating consensus analysts' forecasts by about $0.47 or 48%. The company announced revenues of $11.96 billion, beating estimates by $559.33 million simultaneously. Now for Q3, consensus estimates are for EPS of $1.47 and revenues of $13.49 billion. However, I think Tesla will beat these figures as well.\nMy Estimates:\nSource: Author's Material\nInstead of the $13.49 billion revenues figure, I am looking for $14.74 billion in revenues, about a 9% increase over consensus expectations. Moreover, I think we can see about $1.85 in non-GAAP EPS out of Tesla in Q3, roughly 26% better than the current consensus figures imply. If Tesla makes good on its notably better-than-expected Q3 results, the stock will have a strong catalyst for a rally into year-end.\nBright Future Ahead for Tesla\nEstimates are moving up for Tesla. There have been 26 upward revisions relative to just one downward (FY2021) revision over the last 90 days. Still, estimates could continue to move higher.\nSource: seekingalpha.com\nFirst, I want to draw your attention to the number of beats in recent quarters. Sure, Tesla's earnings remain somewhat volatile, but it's difficult to deny the better-than-anticipated earnings growth of late. Consensus estimates were for $3.61 in EPS for the last four quarters. Yet, the company's actual EPS numbers came in at $3.94, an average beat of around 9% over consensus estimates. We already see estimates that are substantial increases on a YoY basis, but I think that results can continue to come in stronger than anticipated (by about 10-20%) as we advance.\nSource: seekingalpha.com\nSource: seekingalpha.com\nWe see expectations for significant EPS and revenue gains in future years for Tesla. While the stock may seem relatively expensive right now, shares should become increasingly less costly as EPS surge in coming years.\nSource: seekingalpha.com\nHere is what Tesla's EPS, P/E ratio, and share price could look like in future years.\nSource: Author's Material\nThe Bottom Line\nTesla's steady and robust EPS growth trend should continue, and I expect the company's share price could reach $2,500 or higher by the end of the decade. Now, some market participants could argue that these stock price projections are optimistic. However, I think that these projections may be relatively modest. First, the company could deliver higher EPS than I anticipate in future years, and second, Tesla's P/E ratio could remain elevated for longer.\nDue to Tesla's unique growth dynamic, the only company that can compare to Tesla is Amazon(NASDAQ:AMZN), in my view. Amazon's current valuation is what a more mature Tesla valuation could become. Incidentally, Amazon currently trades at about 58 times EPS, exactly where I have my 2029 Tesla P/E ratio pegged. Also, the projected stock price appreciation is only 220% from current levels, which is relatively modest if we consider the number of years.\nRisks to Tesla's $2,500 Price Target\nOf course, when you are talking about Tesla, there are risks to consider. While I estimate that the company can earn close to $50 per share by 2030, the company is very far from such figures right now. Therefore, there is the risk that Tesla will not illustrate the kind of earnings growth I envision. A slowdown in demand, increased competition, supply issues, decreased growth, and other variables are all risks we should consider before betting on Tesla to increase EPS nearly tenfold by 2030. Serious concerns could cause Tesla's valuation to lose altitude, and the company's share price could even head in reverse if any serious issues should arise. Therefore, I believe one should consider the risks carefully before committing any capital to a Tesla investment.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":2415,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":828779586,"gmtCreate":1633952916663,"gmtModify":1633952916663,"author":{"id":"3557838603033373","authorId":"3557838603033373","name":"adriandino","avatar":"https://static.tigerbbs.com/7ee1cd14ed5057e0ad135ec52ba710cf","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557838603033373","authorIdStr":"3557838603033373"},"themes":[],"htmlText":"Buy buy buy","listText":"Buy buy buy","text":"Buy buy buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/828779586","repostId":"2174064969","repostType":4,"isVote":1,"tweetType":1,"viewCount":2903,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":862950901,"gmtCreate":1632832381619,"gmtModify":1632832381719,"author":{"id":"3557838603033373","authorId":"3557838603033373","name":"adriandino","avatar":"https://static.tigerbbs.com/7ee1cd14ed5057e0ad135ec52ba710cf","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557838603033373","authorIdStr":"3557838603033373"},"themes":[],"htmlText":"Buy buy buy","listText":"Buy buy buy","text":"Buy buy buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/862950901","repostId":"2170670597","repostType":4,"isVote":1,"tweetType":1,"viewCount":3553,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":866605070,"gmtCreate":1632757990190,"gmtModify":1632798029312,"author":{"id":"3557838603033373","authorId":"3557838603033373","name":"adriandino","avatar":"https://static.tigerbbs.com/7ee1cd14ed5057e0ad135ec52ba710cf","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557838603033373","authorIdStr":"3557838603033373"},"themes":[],"htmlText":"Buy buy buy","listText":"Buy buy buy","text":"Buy buy buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/866605070","repostId":"2170462612","repostType":4,"isVote":1,"tweetType":1,"viewCount":2617,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"followers","isTTM":false}