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- PoggkiPoggki
  ·2021-07-20
  Gosh
  Goldman Says "Don't Buy This Dip" And Here's Why...
  At the start of the month,Goldman trader John Flood correctly saidthat we are entering the best 2-we
  Goldman Says "Don't Buy This Dip" And Here's Why...
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- PoggkiPoggki
  ·2021-07-12
  Hmmmmm
  非常抱歉，此主贴已删除
  915 2
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- PoggkiPoggki
  ·2021-07-08
  Why....
  非常抱歉，此主贴已删除
  708 评论
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- PoggkiPoggki
  ·2021-06-17
  Amazon gogogo
  非常抱歉，此主贴已删除
  737 1
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- PoggkiPoggki
  ·2021-06-17
  Shakes head
  非常抱歉，此主贴已删除
  796 评论
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- PoggkiPoggki
  ·2021-06-16
  Steady
  Tesla Bulls Look for Stock Catalysts. They Found Three.
  Weak performance from Tesla stock has bullish analysts feeling disappointed these days. They are looking for catalysts to break shares out of their recent funk.That performance is flummoxing Tesla bulls. “Let’s begin with a healthy dose of intellectual honesty on the starting point for the stock,” writes Morgan Stanley analyst Adam Jonas in a Monday evening report. He is a Tesla bull rating shares Buy. His price target for the stock is $900 a share, almost 50% higher than recent levels. “Even bu
  Tesla Bulls Look for Stock Catalysts. They Found Three.
  786 评论
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- PoggkiPoggki
  ·2021-06-15
  What happened?
  非常抱歉，此主贴已删除
  621 1
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- PoggkiPoggki
  ·2021-06-14
  Gogogogo
  非常抱歉，此主贴已删除
  776 评论
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- PoggkiPoggki
  ·2021-06-14
  PayPal ftw
  PayPal: One Of The Best Plays On The Secular Growth Trend Of Digital Payments
  Summary PayPal is a leading fintech company that benefits immensely from the secular growth trend i
  PayPal: One Of The Best Plays On The Secular Growth Trend Of Digital Payments
  587 评论
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- PoggkiPoggki
  ·2021-06-14
  What's roku
  非常抱歉，此主贴已删除
  951 评论
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"themes":[],"htmlText":"Gosh","listText":"Gosh","text":"Gosh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/178354468","repostId":"1188133258","repostType":4,"repost":{"id":"1188133258","kind":"news","pubTimestamp":1626787650,"share":"https://www.laohu8.com/m/news/1188133258?lang=&edition=full","pubTime":"2021-07-20 21:27","market":"us","language":"en","title":"Goldman Says \"Don't Buy This Dip\" And Here's Why...","url":"https://stock-news.laohu8.com/highlight/detail?id=1188133258","media":"zerohedge","summary":"At the start of the month,Goldman trader John Flood correctly saidthat we are entering the best 2-we","content":"<p>At the start of the month,Goldman trader John Flood correctly saidthat we are entering the best 2-week seasonal period of the year, with the first 18 days of the month traditionally the strongest period for markets...</p>\n<p><img src=\"https://static.tigerbbs.com/e7dc88222112e4655f492c56509f9d64\" tg-width=\"1280\" tg-height=\"467\" referrerpolicy=\"no-referrer\"></p>\n<p>... and followed up with apredictionthat shorts will have to cover, which they did during a period in which we saw 13 out of 16 trading days hit new all time highs.</p>\n<p>Of course, it all came crashing down in the last 3 days when the S&amp;P slide accelerated, culminating with a scary rout on Monday when tumbling yields sparked a panic that the US economy is headed straight into a stagflationary crash.</p>\n<p>And yet, with futures rebounding and traders clearly showing a desire to catch what has been the fastest falling knife in months, we were surprised to read that the same John Flood who correctly predicted the market ramp in the first half of July, has now flipped completely and in a note published overnight writes \"<b>don't buy this dip.</b>\" He explains why:</p>\n<blockquote>\n I am a consistent buyer of dips but this wobble feels different and I am bracing for a weaker tape this week. Negative Covid headlines are picking up in velocity. Issuance spigots are fully turned on and this paper is getting harder to place from my seat (after some choppy px action related to issuance last week).\n</blockquote>\n<blockquote>\n <b>99% of S&amp;P500 companies are in buyback blackout period into next week and quant flows remain asymmetric on the supply side (AKA CTA sellers will win this tug of war).</b>Earnings last week were great but were not rewarded (banks)...this week and next are the 2 busiest weeks of the earnings period.\n</blockquote>\n<blockquote>\n Overall market breadth continues to dissipate with FAAMG complex carrying the weight of the indices on its back. July has not been a fun month for the retail community (underlying retail bid is fading). HF length has recently come in significantly on a 1 year look back but on a 3 year basis is well above 50th percentile for both nets and grosses (still more wood to chop here). Institutional community continues to cut risk in China ADR’s post DIDI development while U.S. / China tensions rise. All eyes remain 10yr yields well below 200dma of 1.26 for first time in 2021. No need to hit the panic button but I plan on being patient with buy tickets over the next several sessions.\n</blockquote>\n<p>And here are the 10 key<i>bearish</i>developments Flood is monitoring:</p>\n<p><b>1) Covid headlines over the weekend were the most negative that I have seen in 2021. Here are the 5 that stood out to me...</b></p>\n<ul>\n <li>U.S. infections surged more than 60% last week, topping a 16% global increase. Delta cases may be undercounted, former FDA chief Scott Gottlieb said. The Dr. warned that the US is “vastly underestimating” the level of COVID delta spread domestically.CNBC</li>\n <li>The CDC warns of a “pandemic of the unvaccinated” as cases, hospitalizations, and fatalities rise in those parts of the country with low inoculation rates.BBG</li>\n <li>CDC says other major US cities will probably follow LA and reimpose mask mandates as COVID statistics continue to deteriorate.FT</li>\n <li>First Olympic athletes in Tokyo test positive for COVID, just days before the games are expected to commence (Coco Gauff the highest profile U.S. athlete to withdraw)</li>\n <li>The UK said travelers from France will need to quarantine for 10 days regardless of vaccination status, an announcement that “leaves holidays in disarray”.London Times</li>\n</ul>\n<p><b>2) It has been a paper party and this paper is getting harder to place. Last week we priced 11 registered deals in the U.S. ($3b notional) and this week already working on another 18 ($10b). This is especially noteworthy while in the depths of July.</b></p>\n<p><b>3) Only 1 week into 2Q earnings but banks telling us to expect beats but NOT TO expect these beats to be rewarded. AKA sell sides estimates are still too low and positioning remains crowded. Since JPM kicked of megacap tech bank earnings last Tuesday morning (essentially beats across the board) bank index has shed 355bps.</b></p>\n<p><b>4) We are in depths of corporate buyback blackout period and this will run through 7/23/21....</b></p>\n<p><img src=\"https://static.tigerbbs.com/2aaf1e5d45694a097b50a91dbde1c820\" tg-width=\"500\" tg-height=\"271\" referrerpolicy=\"no-referrer\"><b>5) Systematic flows are asymmetric...(AKA CTAs are sellers in a up and down tape)....</b></p>\n<p><img src=\"https://static.tigerbbs.com/4bba4d70220e9707ea2844810c1a10b2\" tg-width=\"866\" tg-height=\"381\" referrerpolicy=\"no-referrer\"><b>6) Market breadth continues to deteriorate (was at ATH of 100 last month)....</b></p>\n<p><img src=\"https://static.tigerbbs.com/39de9052680301024db46173d0dce29f\" tg-width=\"507\" tg-height=\"405\" referrerpolicy=\"no-referrer\"><b>7) AKA without recent stellar price action on FAAMG the market would be in some trouble...</b></p>\n<p><img src=\"https://static.tigerbbs.com/0ae0c7eead73ad8dc2ecc63bcbd9e27e\" tg-width=\"500\" tg-height=\"385\" referrerpolicy=\"no-referrer\"></p>\n<p><b>8) Tensions with China escalating and we see continued derisking in ADRs: The White House is accusing China of perpetrating a massive hack of Microsoft’s email systems and will form a coalition of NATO members to condemn Beijing’s cyber activities.NYT</b></p>\n<p><b>9) Retail support has been waning MTD....(GS HIGH RETAIL SENTIMENT BASKET)....</b></p>\n<p><img src=\"https://static.tigerbbs.com/91d1bdeccdbb13bda1edf2982fd29b9c\" tg-width=\"969\" tg-height=\"737\" width=\"100%\" height=\"auto\"></p>\n<p><b>1</b><b>0) On 1 year look back Fundamental L/S positioning has come in significantly....on a 3yr look back still elevated....</b></p>\n<p><img src=\"https://static.tigerbbs.com/588f67823e6fabf1df2586491f930477\" tg-width=\"912\" tg-height=\"105\" width=\"100%\" height=\"auto\"></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>Goldman Says \"Don't Buy This Dip\" And Here's Why...</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGoldman Says \"Don't Buy This Dip\" And Here's Why...\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-20 21:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/markets/goldman-says-dont-buy-dip-and-heres-why?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>At the start of the month,Goldman trader John Flood correctly saidthat we are entering the best 2-week seasonal period of the year, with the first 18 days of the month traditionally the strongest ...</p>\n\n<a href=\"https://www.zerohedge.com/markets/goldman-says-dont-buy-dip-and-heres-why?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.zerohedge.com/markets/goldman-says-dont-buy-dip-and-heres-why?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188133258","content_text":"At the start of the month,Goldman trader John Flood correctly saidthat we are entering the best 2-week seasonal period of the year, with the first 18 days of the month traditionally the strongest period for markets...\n\n... and followed up with apredictionthat shorts will have to cover, which they did during a period in which we saw 13 out of 16 trading days hit new all time highs.\nOf course, it all came crashing down in the last 3 days when the S&P slide accelerated, culminating with a scary rout on Monday when tumbling yields sparked a panic that the US economy is headed straight into a stagflationary crash.\nAnd yet, with futures rebounding and traders clearly showing a desire to catch what has been the fastest falling knife in months, we were surprised to read that the same John Flood who correctly predicted the market ramp in the first half of July, has now flipped completely and in a note published overnight writes \"don't buy this dip.\" He explains why:\n\n I am a consistent buyer of dips but this wobble feels different and I am bracing for a weaker tape this week. Negative Covid headlines are picking up in velocity. Issuance spigots are fully turned on and this paper is getting harder to place from my seat (after some choppy px action related to issuance last week).\n\n\n99% of S&P500 companies are in buyback blackout period into next week and quant flows remain asymmetric on the supply side (AKA CTA sellers will win this tug of war).Earnings last week were great but were not rewarded (banks)...this week and next are the 2 busiest weeks of the earnings period.\n\n\n Overall market breadth continues to dissipate with FAAMG complex carrying the weight of the indices on its back. July has not been a fun month for the retail community (underlying retail bid is fading). HF length has recently come in significantly on a 1 year look back but on a 3 year basis is well above 50th percentile for both nets and grosses (still more wood to chop here). Institutional community continues to cut risk in China ADR’s post DIDI development while U.S. / China tensions rise. All eyes remain 10yr yields well below 200dma of 1.26 for first time in 2021. No need to hit the panic button but I plan on being patient with buy tickets over the next several sessions.\n\nAnd here are the 10 keybearishdevelopments Flood is monitoring:\n1) Covid headlines over the weekend were the most negative that I have seen in 2021. Here are the 5 that stood out to me...\n\nU.S. infections surged more than 60% last week, topping a 16% global increase. Delta cases may be undercounted, former FDA chief Scott Gottlieb said. The Dr. warned that the US is “vastly underestimating” the level of COVID delta spread domestically.CNBC\nThe CDC warns of a “pandemic of the unvaccinated” as cases, hospitalizations, and fatalities rise in those parts of the country with low inoculation rates.BBG\nCDC says other major US cities will probably follow LA and reimpose mask mandates as COVID statistics continue to deteriorate.FT\nFirst Olympic athletes in Tokyo test positive for COVID, just days before the games are expected to commence (Coco Gauff the highest profile U.S. athlete to withdraw)\nThe UK said travelers from France will need to quarantine for 10 days regardless of vaccination status, an announcement that “leaves holidays in disarray”.London Times\n\n2) It has been a paper party and this paper is getting harder to place. Last week we priced 11 registered deals in the U.S. ($3b notional) and this week already working on another 18 ($10b). This is especially noteworthy while in the depths of July.\n3) Only 1 week into 2Q earnings but banks telling us to expect beats but NOT TO expect these beats to be rewarded. AKA sell sides estimates are still too low and positioning remains crowded. Since JPM kicked of megacap tech bank earnings last Tuesday morning (essentially beats across the board) bank index has shed 355bps.\n4) We are in depths of corporate buyback blackout period and this will run through 7/23/21....\n5) Systematic flows are asymmetric...(AKA CTAs are sellers in a up and down tape)....\n6) Market breadth continues to deteriorate (was at ATH of 100 last month)....\n7) AKA without recent stellar price action on FAAMG the market would be in some trouble...\n\n8) Tensions with China escalating and we see continued derisking in ADRs: The White House is accusing China of perpetrating a massive hack of Microsoft’s email systems and will form a coalition of NATO members to condemn Beijing’s cyber activities.NYT\n9) Retail support has been waning MTD....(GS HIGH RETAIL SENTIMENT BASKET)....\n\n10) On 1 year look back Fundamental L/S positioning has come in significantly....on a 3yr look back still elevated....","news_type":1},"isVote":1,"tweetType":1,"viewCount":547,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":146527086,"gmtCreate":1626092787145,"gmtModify":1631886954234,"author":{"id":"3564876523975472","authorId":"3564876523975472","name":"Poggki","avatar":"https://static.tigerbbs.com/96397c64f0a59449e5573036608f7d30","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564876523975472","authorIdStr":"3564876523975472"},"themes":[],"htmlText":"Hmmmmm","listText":"Hmmmmm","text":"Hmmmmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/146527086","repostId":"2150533205","repostType":4,"isVote":1,"tweetType":1,"viewCount":915,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":149749193,"gmtCreate":1625750699712,"gmtModify":1631886954247,"author":{"id":"3564876523975472","authorId":"3564876523975472","name":"Poggki","avatar":"https://static.tigerbbs.com/96397c64f0a59449e5573036608f7d30","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564876523975472","authorIdStr":"3564876523975472"},"themes":[],"htmlText":"Why....","listText":"Why....","text":"Why....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/149749193","repostId":"2149425693","repostType":4,"isVote":1,"tweetType":1,"viewCount":708,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":163513855,"gmtCreate":1623888621777,"gmtModify":1631886954257,"author":{"id":"3564876523975472","authorId":"3564876523975472","name":"Poggki","avatar":"https://static.tigerbbs.com/96397c64f0a59449e5573036608f7d30","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564876523975472","authorIdStr":"3564876523975472"},"themes":[],"htmlText":"Amazon gogogo","listText":"Amazon gogogo","text":"Amazon gogogo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/163513855","repostId":"1148575865","repostType":4,"isVote":1,"tweetType":1,"viewCount":737,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":163519450,"gmtCreate":1623888599070,"gmtModify":1631886954271,"author":{"id":"3564876523975472","authorId":"3564876523975472","name":"Poggki","avatar":"https://static.tigerbbs.com/96397c64f0a59449e5573036608f7d30","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564876523975472","authorIdStr":"3564876523975472"},"themes":[],"htmlText":"Shakes head","listText":"Shakes head","text":"Shakes head","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/163519450","repostId":"2144713861","repostType":4,"isVote":1,"tweetType":1,"viewCount":796,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":169852237,"gmtCreate":1623829641729,"gmtModify":1631886954283,"author":{"id":"3564876523975472","authorId":"3564876523975472","name":"Poggki","avatar":"https://static.tigerbbs.com/96397c64f0a59449e5573036608f7d30","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564876523975472","authorIdStr":"3564876523975472"},"themes":[],"htmlText":"Steady","listText":"Steady","text":"Steady","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/169852237","repostId":"1105892749","repostType":4,"repost":{"id":"1105892749","kind":"news","pubTimestamp":1623809672,"share":"https://www.laohu8.com/m/news/1105892749?lang=&edition=full","pubTime":"2021-06-16 10:14","market":"us","language":"en","title":"Tesla Bulls Look for Stock Catalysts. They Found Three.","url":"https://stock-news.laohu8.com/highlight/detail?id=1105892749","media":"Barrons","summary":"Weak performance from Tesla stock has bullish analysts feeling disappointed these days. They are looking for catalysts to break shares out of their recent funk.That performance is flummoxing Tesla bulls. “Let’s begin with a healthy dose of intellectual honesty on the starting point for the stock,” writes Morgan Stanley analyst Adam Jonas in a Monday evening report. He is a Tesla bull rating shares Buy. His price target for the stock is $900 a share, almost 50% higher than recent levels. “Even bu","content":"<p>Weak performance from Tesla stock has bullish analysts feeling disappointed these days. They are looking for catalysts to break shares out of their recent funk.</p>\n<p>Tesla stock (ticker: TSLA) is down about 15% year to date and off about 50% from its January 52-week high of $900.40. Tesla has ceded leadership—from a stock perspective—back to traditional auto makers: General Motors (GM) and Ford Motor (F) shares are up 45% and 70% year to date, respectively.</p>\n<p>That performance is flummoxing Tesla bulls. “Let’s begin with a healthy dose of intellectual honesty on the starting point for the stock,” writes Morgan Stanley analyst&nbsp;Adam Jonas&nbsp;in a Monday evening report. He is a Tesla bull rating shares Buy. His price target for the stock is $900 a share, almost 50% higher than recent levels. “Even bulls should admit that the rise in the stock price during the second half of 2020, while perhaps deserved in principle, was packed into a&nbsp;highly concentrated&nbsp;time frame,” he writes.</p>\n<p>Tesla shares rose 227% in the second half of 2020, buoyed by strong earnings, strong deliveries, and the stock’s inclusion in the&nbsp;S&amp;P 500.</p>\n<p>“The stock had the better part of five years-worth of performance packed into about five month,” Jonas adds. He says his clients are now looking for the next big thing that can drive the stock forward again. His ideas include capacity expansion in Texas and Germany. After that, he predicts Tesla will open up five more plants between now and the middle of this decade.</p>\n<p>Jonas is also looking for Tesla to unveil another new vehicle model. By his estimation, Tesla covers only about 15% of the total addressable market for the auto industry with its Y, X, 3, and S models. Model expansion will be a positive. That isn’t on the near-term horizon, though the company is due to deliver its Cybertruck later in 2021.</p>\n<p>Canaccord analyst&nbsp;Jonathan Dorsheimer&nbsp;is looking in a different area for a catalyst: residential solar power. Part of the reason he is bullish is that “Tesla is creating an energy brand and an Apple-esque ecosystem of products with customer focused connectivity, seamlessly marrying car, solar, and back-up power,” he wrote in a report released Sunday.</p>\n<p>Dorsheimer is bullish, but feeling a little down lately. He still rates the stock Buy, but he cut his&nbsp;price target&nbsp;to $812 from $974 in his report. Among other things, he is disappointed by battery delays. Tesla is planning to use larger battery cells that promise better range, charge time, and costs. Those batteries aren’t available yet.</p>\n<p>Looking a little further back, Goldman Sachs analyst&nbsp;Mark Delaney&nbsp;was watching Tesla’s Model S Plaid delivery event last week. The Plaid can go zero to 60 miles per hour in less than two seconds. Delaney was impressed by the technology, but pointed out the Plaid, at roughly $130,000, is a niche vehicle. He is looking for 2021 deliveries to exceed expectations. Delaney is modeling 875,000 vehicles for Tesla in 2021. The Wall Street consensus number is closer to 825,000.</p>\n<p>Delaney rates shares Buy and has an $860 price target.</p>\n<p>New production ramping up, strong deliveries, and a growing solar business is what these three will watch for in coming months. If all goes well, those catalysts should be enough to drive Tesla stock higher, as long as there is no bad news in the meantime.</p>\n<p>Tesla stock was down 3%&nbsp;to $599.36&nbsp;on&nbsp;Tuesday, and down slightly for the week.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Bulls Look for Stock Catalysts. They Found Three.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Bulls Look for Stock Catalysts. They Found Three.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-16 10:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/tesla-bulls-look-for-stock-catalysts-they-found-three-51623774479?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Weak performance from Tesla stock has bullish analysts feeling disappointed these days. They are looking for catalysts to break shares out of their recent funk.\nTesla stock (ticker: TSLA) is down ...</p>\n\n<a href=\"https://www.barrons.com/articles/tesla-bulls-look-for-stock-catalysts-they-found-three-51623774479?mod=RTA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/tesla-bulls-look-for-stock-catalysts-they-found-three-51623774479?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105892749","content_text":"Weak performance from Tesla stock has bullish analysts feeling disappointed these days. They are looking for catalysts to break shares out of their recent funk.\nTesla stock (ticker: TSLA) is down about 15% year to date and off about 50% from its January 52-week high of $900.40. Tesla has ceded leadership—from a stock perspective—back to traditional auto makers: General Motors (GM) and Ford Motor (F) shares are up 45% and 70% year to date, respectively.\nThat performance is flummoxing Tesla bulls. “Let’s begin with a healthy dose of intellectual honesty on the starting point for the stock,” writes Morgan Stanley analyst Adam Jonas in a Monday evening report. He is a Tesla bull rating shares Buy. His price target for the stock is $900 a share, almost 50% higher than recent levels. “Even bulls should admit that the rise in the stock price during the second half of 2020, while perhaps deserved in principle, was packed into a highly concentrated time frame,” he writes.\nTesla shares rose 227% in the second half of 2020, buoyed by strong earnings, strong deliveries, and the stock’s inclusion in the S&P 500.\n“The stock had the better part of five years-worth of performance packed into about five month,” Jonas adds. He says his clients are now looking for the next big thing that can drive the stock forward again. His ideas include capacity expansion in Texas and Germany. After that, he predicts Tesla will open up five more plants between now and the middle of this decade.\nJonas is also looking for Tesla to unveil another new vehicle model. By his estimation, Tesla covers only about 15% of the total addressable market for the auto industry with its Y, X, 3, and S models. Model expansion will be a positive. That isn’t on the near-term horizon, though the company is due to deliver its Cybertruck later in 2021.\nCanaccord analyst Jonathan Dorsheimer is looking in a different area for a catalyst: residential solar power. Part of the reason he is bullish is that “Tesla is creating an energy brand and an Apple-esque ecosystem of products with customer focused connectivity, seamlessly marrying car, solar, and back-up power,” he wrote in a report released Sunday.\nDorsheimer is bullish, but feeling a little down lately. He still rates the stock Buy, but he cut his price target to $812 from $974 in his report. Among other things, he is disappointed by battery delays. Tesla is planning to use larger battery cells that promise better range, charge time, and costs. Those batteries aren’t available yet.\nLooking a little further back, Goldman Sachs analyst Mark Delaney was watching Tesla’s Model S Plaid delivery event last week. The Plaid can go zero to 60 miles per hour in less than two seconds. Delaney was impressed by the technology, but pointed out the Plaid, at roughly $130,000, is a niche vehicle. He is looking for 2021 deliveries to exceed expectations. Delaney is modeling 875,000 vehicles for Tesla in 2021. The Wall Street consensus number is closer to 825,000.\nDelaney rates shares Buy and has an $860 price target.\nNew production ramping up, strong deliveries, and a growing solar business is what these three will watch for in coming months. If all goes well, those catalysts should be enough to drive Tesla stock higher, as long as there is no bad news in the meantime.\nTesla stock was down 3% to $599.36 on Tuesday, and down slightly for the week.","news_type":1},"isVote":1,"tweetType":1,"viewCount":786,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":184422340,"gmtCreate":1623722312080,"gmtModify":1631886954294,"author":{"id":"3564876523975472","authorId":"3564876523975472","name":"Poggki","avatar":"https://static.tigerbbs.com/96397c64f0a59449e5573036608f7d30","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564876523975472","authorIdStr":"3564876523975472"},"themes":[],"htmlText":"What happened?&nbsp;","listText":"What happened?&nbsp;","text":"What happened?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/184422340","repostId":"1126626020","repostType":4,"isVote":1,"tweetType":1,"viewCount":621,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185281533,"gmtCreate":1623653386122,"gmtModify":1631886954305,"author":{"id":"3564876523975472","authorId":"3564876523975472","name":"Poggki","avatar":"https://static.tigerbbs.com/96397c64f0a59449e5573036608f7d30","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564876523975472","authorIdStr":"3564876523975472"},"themes":[],"htmlText":"Gogogogo","listText":"Gogogogo","text":"Gogogogo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/185281533","repostId":"1146430910","repostType":4,"isVote":1,"tweetType":1,"viewCount":776,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185281834,"gmtCreate":1623653365928,"gmtModify":1631886033364,"author":{"id":"3564876523975472","authorId":"3564876523975472","name":"Poggki","avatar":"https://static.tigerbbs.com/96397c64f0a59449e5573036608f7d30","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564876523975472","authorIdStr":"3564876523975472"},"themes":[],"htmlText":"PayPal ftw","listText":"PayPal ftw","text":"PayPal ftw","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/185281834","repostId":"1141995531","repostType":4,"repost":{"id":"1141995531","kind":"news","pubTimestamp":1623652578,"share":"https://www.laohu8.com/m/news/1141995531?lang=&edition=full","pubTime":"2021-06-14 14:36","market":"us","language":"en","title":"PayPal: One Of The Best Plays On The Secular Growth Trend Of Digital Payments","url":"https://stock-news.laohu8.com/highlight/detail?id=1141995531","media":"seekingalpha","summary":"Summary\n\nPayPal is a leading fintech company that benefits immensely from the secular growth trend i","content":"<p><b>Summary</b></p>\n<ul>\n <li>PayPal is a leading fintech company that benefits immensely from the secular growth trend in the digital payments industry.</li>\n <li>Its growth history is impressive and momentum is not showing any sign of slowing down, making its 2025 targets quite achievable.</li>\n <li>The premium valuation to Visa or Mastercard is justified and PayPal is now my largest holding in the digital payments theme.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa4976c13e5ffab4c5035b08d60831ed\" tg-width=\"768\" tg-height=\"512\"><span>JasonDoiy/iStock Unreleased via Getty Images</span></p>\n<p><b>PayPal</b>(PYPL) is a compelling long-term play on the secular growth trend of digital payments as the company’s growth path is likely to remain quite strong over the next few years.</p>\n<p><b>Company Profile</b></p>\n<p>PayPal Holdings Inc. is a leading fintech company that enables digital and mobile payments through its technology platform. Its major competitors are other payment technology companies, such as<b>Visa</b>(V),<b>Mastercard</b>(MA) or<b>Adyen</b>(OTCPK:ADYEY). It currently has a market capitalization of about $309 billion, a smaller value than MasterCard or Visa.</p>\n<p>PayPal’s core business is the offering of payment solutions to merchants and consumers, operating globally. At the end of 2020, it had about 377 million active accounts, of which some 348 million consumer accounts and 29 million merchant accounts, more than double the number of active accounts at the end of 2015.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/45f478cd622b0c634fd146fdf46bf0ef\" tg-width=\"747\" tg-height=\"432\"><span>Source: PayPal.</span></p>\n<p>The company’s revenue stream comes mainly from charging fees for some completed payment transactions, while generally it does not charge consumers to fund or withdraw money from their PayPal account. It also generates revenues from currency conversion and instant transfers from the PayPal or Venmo accounts to debit cards or bank accounts. For its merchant clients, it also offers access to certain credit products for small and medium-sized merchants, increasing its engagement its clients and providing finance for clients that possibly would not get loans from traditional banks or other lending providers.</p>\n<p><b>Secular Growth</b></p>\n<p>As I’ve analyzed in a previous article on “Visa: Despite Earnings Dip, Secular Growth Prospects Remain Strong,” the global payments industry has a very good growth track record and future growth prospects are quite strong.</p>\n<p>During the past few years, consumers and businesses have increasingly adopted new payment methods beyond cash and the rise of e-commerce has also been an important growth driver of digital payments across the globe. Revenues for the industry have grown roughly at 7% per year over recent years, to a total of just under $2 trillion in 2019, according to McKinsey data, and this growth is only expected to accelerate in the future as digital payments continue to increase their market share as a percentage of total banking revenues.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d27b37a2ed30f39bff844ae07aa49ac5\" tg-width=\"372\" tg-height=\"395\"><span>Source: McKinsey.</span></p>\n<p>This background has been very supportive for PayPal’s growth prospects, as one of the leading companies in this industry. Indeed, PayPal’s revenues have increased at a compounded annual growth rate [CAGR] of 20.8% during the past five years, a much higher growth rate than the global payments industry and also above its largest competitors like Visa and MasterCard.</p>\n<p>Moreover, while recently the growth path of digital payments has changed due to the coronavirus pandemic, that has affected negatively the growth of the global payments industry, PayPal has remained on a strong growth path because its business is clearly more exposed to digital transactions rather than physical payments. This means that the pandemic has barely impacted its business, while it has been a significant setback for other companies, such as&nbsp;<b>American Express</b>&nbsp;(AXP) or MasterCard that are more exposed to cross-border transactions.</p>\n<p>Nevertheless, the Covid-19 seems to be positive for the long-term growth of the industry because digital payments became more adopted last year and people will likely use less cash for payment transactions in the future, accelerating even further the growth of digital payments across the world.</p>\n<p>Over the next few years, growth is expected to resume quite rapidly and should even be higher than in the recent past. According to Mordor Intelligence, the global digital payments industry is expected to have a revenue CAGR of 13.7% during 2021-26, which is almost double the growth in recent years. This clearly shows that digital payments is a secular growth industry, being a very good backdrop for the companies operating in this industry for years to come.</p>\n<p>Taking this environment into account, PayPal is clearly in a very good position to maintain a solid growth path for many years to come, being potentially one of the major winners of the global shift to digital payments and e-commerce.</p>\n<p>Taking this background into account, it is not surprising that PayPal has strong growth ambitions for the coming years, aiming to generate more than $50 billion in revenue by 2025 (more than double the 2020 revenues) both from growth of its existing business, higher customer engagement and new offerings that will increase PayPal’s total addressable market.</p>\n<p>PayPal expects to double the number of active accounts over the next five years and triple the volumes transacted, which seems to be achievable considering its growth history and the strong growth prospects of the global payments industry.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/828bae36490c031b69fcf87de3ef91a8\" tg-width=\"640\" tg-height=\"341\"><span>Source: PayPal.</span></p>\n<p>This means that $50 billion in revenue by 2025 represents CAGR of about 20% during 2020-25, showing that PayPal has very good growth prospects in coming years. Moreover, as the company expects to improve a little bit its business margins during this period, its earnings are expected to increase at CAGR of 22% over the next five years and generate more than $40 billion in free cash flow.</p>\n<p><b>Financial Overview</b></p>\n<p>Regarding its financial performance, PayPal has a very good track record with revenues and earnings growing quite rapidly over the past few years. Indeed, from 201 to 2020, PayPal’s revenues increased at a CAGR of around 20% and its earnings increased at CAGR of 31%, a very impressive achievement and much better than established peers like Visa and MasterCard.</p>\n<p>More recently, the company’s growth was not interrupted by the coronavirus as the secular growth trends of e-commerce and cash displacement accelerated with the pandemic, being a very strong tailwind for the company’s growth.</p>\n<p>In 2020, PayPal recorded record financial figures regarding its revenues, volumes, net new active accounts and earnings. Indeed, PayPal’s revenues increased by 20.8% YoY to $21.5 billion, a level that is very close to Visa’s annual revenues showing that PayPal has achieved a very large size despite being a much younger company. Beyond higher revenues, its business margins and free cash flow generation also improved, a very good performance compared to its peers that rely more on debit and credit card payments.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a6b1369e32917090ea7cdb92b9a2fe8a\" tg-width=\"772\" tg-height=\"359\"><span>Source: PayPal.</span></p>\n<p>This positive financial performance was justified by the shift to online shopping and transactions due to Covid-19, but also due to PayPal’s new offerings such as the option to buy and hold digital currencies during the last quarter of the year. Its net income amounted to $4.2 billion, an increase of 70% YoY, boosted by organic growth and gains on some investments and its free cash flow was about $5 billion, or 23% of revenue, which shows that PayPal has a very good cash flow generation capacity.</p>\n<p>During thefirst quarter of 2021, PayPal has maintained an impressive operating momentum with volumes up by 50% YoY and revenue up by 31% YoY. Active accounts grew by 21% to 392 million, while it added 14.5 million net new accounts during the quarter. Its operating margin improved to 27.7% (non-GAAP) and non-GAAP EPS grew by 84% YoY and free cash flow amounted to $1.54 billion or 25% of its quarterly revenue.</p>\n<p>For the full year 2021, its guidance was revised upwards with Q1 earnings and PayPal now expects to grow revenues to about $25.7 billion, which represents annual growth of about 20% in constant currencies, EPS growth around 21% YoY and about $6 billion in free cash flow.</p>\n<p>This clearly shows that PayPal’s growth momentum is not showing any sign of slowdown over the coming quarters, boding quite well to reach its 2025 targets probably ahead of schedule if it continues to grow at this pace.</p>\n<p>However, this is not currently expected from the sell-side, given that according toanalysts’ estimates, revenue growth is expected to be around 20-21% during the next 2-3 years and then slow down a little bit to less than 20% in 2024 and 2025. This is in-line with PayPal’s own targets, which means that there is some potential upside to estimates if it continues to execute well on its growth initiatives during the next few years.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9ee830ca42c6ed20907df39e8c28786b\" tg-width=\"902\" tg-height=\"250\"><span>Source: SeekingAlpha.</span></p>\n<p>Regarding its capital allocation, PayPal’s has used its cash flow generation capacity to finance several acquisitions and repurchase its own shares, while capex spending has been relatively limited as expected for a technology company that operates digitally. Going forward, this strategy is not expected to change much as PayPal should continue to invest in fintech innovation through PayPal Ventures, while share buybacks will be the main way to return capital to shareholders even though the company may decide to start distributing dividends in the coming years.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/530c58f1461ce1f7eefb7856a4ef2d05\" tg-width=\"563\" tg-height=\"318\"><span>Source: PayPal.</span></p>\n<p><b>Conclusion</b></p>\n<p>PayPal has a very good business and its growth prospects are very strong, both from industry tailwinds and its own growth initiatives. I think this is one of the best ways to play the secular growth trend of digital payments, as PayPal’s business model is completely focused on digital channels while its closest competitors Visa or Mastercard still rely significantly in physical transactions.</p>\n<p>This profile justifies PayPal’s premium valuation, considering that it is currentlytrading at about 57x forward earnings, while Visa and Mastercard are trading at between 42-47x earnings. Regarding my personal portfolio, I’ve recently rebalanced my positions and PayPal is now my largest holding on the digital payments theme, as I see this company as a very compelling long-term play in this industry.</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>PayPal: One Of The Best Plays On The Secular Growth Trend Of Digital Payments</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPayPal: One Of The Best Plays On The Secular Growth Trend Of Digital Payments\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-14 14:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4434455-paypal-best-play-on-secular-growth-trend-of-digital-payments><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nPayPal is a leading fintech company that benefits immensely from the secular growth trend in the digital payments industry.\nIts growth history is impressive and momentum is not showing any ...</p>\n\n<a href=\"https://seekingalpha.com/article/4434455-paypal-best-play-on-secular-growth-trend-of-digital-payments\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PYPL":"PayPal"},"source_url":"https://seekingalpha.com/article/4434455-paypal-best-play-on-secular-growth-trend-of-digital-payments","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141995531","content_text":"Summary\n\nPayPal is a leading fintech company that benefits immensely from the secular growth trend in the digital payments industry.\nIts growth history is impressive and momentum is not showing any sign of slowing down, making its 2025 targets quite achievable.\nThe premium valuation to Visa or Mastercard is justified and PayPal is now my largest holding in the digital payments theme.\n\nJasonDoiy/iStock Unreleased via Getty Images\nPayPal(PYPL) is a compelling long-term play on the secular growth trend of digital payments as the company’s growth path is likely to remain quite strong over the next few years.\nCompany Profile\nPayPal Holdings Inc. is a leading fintech company that enables digital and mobile payments through its technology platform. Its major competitors are other payment technology companies, such asVisa(V),Mastercard(MA) orAdyen(OTCPK:ADYEY). It currently has a market capitalization of about $309 billion, a smaller value than MasterCard or Visa.\nPayPal’s core business is the offering of payment solutions to merchants and consumers, operating globally. At the end of 2020, it had about 377 million active accounts, of which some 348 million consumer accounts and 29 million merchant accounts, more than double the number of active accounts at the end of 2015.\nSource: PayPal.\nThe company’s revenue stream comes mainly from charging fees for some completed payment transactions, while generally it does not charge consumers to fund or withdraw money from their PayPal account. It also generates revenues from currency conversion and instant transfers from the PayPal or Venmo accounts to debit cards or bank accounts. For its merchant clients, it also offers access to certain credit products for small and medium-sized merchants, increasing its engagement its clients and providing finance for clients that possibly would not get loans from traditional banks or other lending providers.\nSecular Growth\nAs I’ve analyzed in a previous article on “Visa: Despite Earnings Dip, Secular Growth Prospects Remain Strong,” the global payments industry has a very good growth track record and future growth prospects are quite strong.\nDuring the past few years, consumers and businesses have increasingly adopted new payment methods beyond cash and the rise of e-commerce has also been an important growth driver of digital payments across the globe. Revenues for the industry have grown roughly at 7% per year over recent years, to a total of just under $2 trillion in 2019, according to McKinsey data, and this growth is only expected to accelerate in the future as digital payments continue to increase their market share as a percentage of total banking revenues.\nSource: McKinsey.\nThis background has been very supportive for PayPal’s growth prospects, as one of the leading companies in this industry. Indeed, PayPal’s revenues have increased at a compounded annual growth rate [CAGR] of 20.8% during the past five years, a much higher growth rate than the global payments industry and also above its largest competitors like Visa and MasterCard.\nMoreover, while recently the growth path of digital payments has changed due to the coronavirus pandemic, that has affected negatively the growth of the global payments industry, PayPal has remained on a strong growth path because its business is clearly more exposed to digital transactions rather than physical payments. This means that the pandemic has barely impacted its business, while it has been a significant setback for other companies, such as American Express (AXP) or MasterCard that are more exposed to cross-border transactions.\nNevertheless, the Covid-19 seems to be positive for the long-term growth of the industry because digital payments became more adopted last year and people will likely use less cash for payment transactions in the future, accelerating even further the growth of digital payments across the world.\nOver the next few years, growth is expected to resume quite rapidly and should even be higher than in the recent past. According to Mordor Intelligence, the global digital payments industry is expected to have a revenue CAGR of 13.7% during 2021-26, which is almost double the growth in recent years. This clearly shows that digital payments is a secular growth industry, being a very good backdrop for the companies operating in this industry for years to come.\nTaking this environment into account, PayPal is clearly in a very good position to maintain a solid growth path for many years to come, being potentially one of the major winners of the global shift to digital payments and e-commerce.\nTaking this background into account, it is not surprising that PayPal has strong growth ambitions for the coming years, aiming to generate more than $50 billion in revenue by 2025 (more than double the 2020 revenues) both from growth of its existing business, higher customer engagement and new offerings that will increase PayPal’s total addressable market.\nPayPal expects to double the number of active accounts over the next five years and triple the volumes transacted, which seems to be achievable considering its growth history and the strong growth prospects of the global payments industry.\nSource: PayPal.\nThis means that $50 billion in revenue by 2025 represents CAGR of about 20% during 2020-25, showing that PayPal has very good growth prospects in coming years. Moreover, as the company expects to improve a little bit its business margins during this period, its earnings are expected to increase at CAGR of 22% over the next five years and generate more than $40 billion in free cash flow.\nFinancial Overview\nRegarding its financial performance, PayPal has a very good track record with revenues and earnings growing quite rapidly over the past few years. Indeed, from 201 to 2020, PayPal’s revenues increased at a CAGR of around 20% and its earnings increased at CAGR of 31%, a very impressive achievement and much better than established peers like Visa and MasterCard.\nMore recently, the company’s growth was not interrupted by the coronavirus as the secular growth trends of e-commerce and cash displacement accelerated with the pandemic, being a very strong tailwind for the company’s growth.\nIn 2020, PayPal recorded record financial figures regarding its revenues, volumes, net new active accounts and earnings. Indeed, PayPal’s revenues increased by 20.8% YoY to $21.5 billion, a level that is very close to Visa’s annual revenues showing that PayPal has achieved a very large size despite being a much younger company. Beyond higher revenues, its business margins and free cash flow generation also improved, a very good performance compared to its peers that rely more on debit and credit card payments.\nSource: PayPal.\nThis positive financial performance was justified by the shift to online shopping and transactions due to Covid-19, but also due to PayPal’s new offerings such as the option to buy and hold digital currencies during the last quarter of the year. Its net income amounted to $4.2 billion, an increase of 70% YoY, boosted by organic growth and gains on some investments and its free cash flow was about $5 billion, or 23% of revenue, which shows that PayPal has a very good cash flow generation capacity.\nDuring thefirst quarter of 2021, PayPal has maintained an impressive operating momentum with volumes up by 50% YoY and revenue up by 31% YoY. Active accounts grew by 21% to 392 million, while it added 14.5 million net new accounts during the quarter. Its operating margin improved to 27.7% (non-GAAP) and non-GAAP EPS grew by 84% YoY and free cash flow amounted to $1.54 billion or 25% of its quarterly revenue.\nFor the full year 2021, its guidance was revised upwards with Q1 earnings and PayPal now expects to grow revenues to about $25.7 billion, which represents annual growth of about 20% in constant currencies, EPS growth around 21% YoY and about $6 billion in free cash flow.\nThis clearly shows that PayPal’s growth momentum is not showing any sign of slowdown over the coming quarters, boding quite well to reach its 2025 targets probably ahead of schedule if it continues to grow at this pace.\nHowever, this is not currently expected from the sell-side, given that according toanalysts’ estimates, revenue growth is expected to be around 20-21% during the next 2-3 years and then slow down a little bit to less than 20% in 2024 and 2025. This is in-line with PayPal’s own targets, which means that there is some potential upside to estimates if it continues to execute well on its growth initiatives during the next few years.\nSource: SeekingAlpha.\nRegarding its capital allocation, PayPal’s has used its cash flow generation capacity to finance several acquisitions and repurchase its own shares, while capex spending has been relatively limited as expected for a technology company that operates digitally. Going forward, this strategy is not expected to change much as PayPal should continue to invest in fintech innovation through PayPal Ventures, while share buybacks will be the main way to return capital to shareholders even though the company may decide to start distributing dividends in the coming years.\nSource: PayPal.\nConclusion\nPayPal has a very good business and its growth prospects are very strong, both from industry tailwinds and its own growth initiatives. I think this is one of the best ways to play the secular growth trend of digital payments, as PayPal’s business model is completely focused on digital channels while its closest competitors Visa or Mastercard still rely significantly in physical transactions.\nThis profile justifies PayPal’s premium valuation, considering that it is currentlytrading at about 57x forward earnings, while Visa and Mastercard are trading at between 42-47x earnings. Regarding my personal portfolio, I’ve recently rebalanced my positions and PayPal is now my largest holding on the digital payments theme, as I see this company as a very compelling long-term play in this industry.","news_type":1},"isVote":1,"tweetType":1,"viewCount":587,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185281949,"gmtCreate":1623653347481,"gmtModify":1631886954318,"author":{"id":"3564876523975472","authorId":"3564876523975472","name":"Poggki","avatar":"https://static.tigerbbs.com/96397c64f0a59449e5573036608f7d30","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564876523975472","authorIdStr":"3564876523975472"},"themes":[],"htmlText":"What's roku","listText":"What's roku","text":"What's roku","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/185281949","repostId":"2143785982","repostType":4,"isVote":1,"tweetType":1,"viewCount":951,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":false}