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TheEndIsNear
TheEndIsNear
·
2021-12-28
Good to know.
Chip Stocks Are Getting Pricey. Here Are a Few That Still Look Cheap.
Chip stocks have shined amid global semiconductor shortages, but some of the biggest names are looki
Chip Stocks Are Getting Pricey. Here Are a Few That Still Look Cheap.
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TheEndIsNear
TheEndIsNear
·
2021-12-28
Good to know.
Chip Stocks Are Getting Pricey. Here Are a Few That Still Look Cheap.
Chip stocks have shined amid global semiconductor shortages, but some of the biggest names are looki
Chip Stocks Are Getting Pricey. Here Are a Few That Still Look Cheap.
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TheEndIsNear
TheEndIsNear
·
2021-12-24
Very good.
非常抱歉，此主贴已删除
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TheEndIsNear
TheEndIsNear
·
2021-12-23
Will there be a New Year rally? 🤔
Singapore Stock Market May Test Resistance At 3,100 Points
The Singapore stock market has tracked higher in two straight sessions, gathering almost 15 points o
Singapore Stock Market May Test Resistance At 3,100 Points
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TheEndIsNear
TheEndIsNear
·
2021-12-22
Jobs is dead and can't rebut. People can say anything they want.
Apple And Disney Merging Into A Single Company? Bob Iger Says It Was A Real Possibility If Not For Steve Jobs' Demise
he Walt Disney Co and Apple Inc would have ended up discussing a merger between the companies if Ste
Apple And Disney Merging Into A Single Company? Bob Iger Says It Was A Real Possibility If Not For Steve Jobs' Demise
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TheEndIsNear
TheEndIsNear
·
2021-12-21
Consider accumulating.
Mega-cap growth stocks extended their fall from the previous session
Mega-cap growth stocks extended their fall from the previous session, with Apple, Meta Platforms and
Mega-cap growth stocks extended their fall from the previous session
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TheEndIsNear
TheEndIsNear
·
2021-12-17
🤔
Intel: Mobileye IPO Could Be A Masterstroke
Summary Intel is spinning off Mobileye via an IPO in mid 2022 to raise capital for its ambitious gr
Intel: Mobileye IPO Could Be A Masterstroke
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TheEndIsNear
TheEndIsNear
·
2021-12-15
If only I have deep pockets like Buffet 😊
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TheEndIsNear
TheEndIsNear
·
2021-12-14
Follow Dow Jones
Singapore Stock Market May Take Further Damage On Tuesday
The Singapore stock market has finished lower in two straight sessions, sinking more than 20 points
Singapore Stock Market May Take Further Damage On Tuesday
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TheEndIsNear
TheEndIsNear
·
2021-12-13
Omicron does not seem to impact Top Glove positively. 🤔
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Here Are a Few That Still Look Cheap.","url":"https://stock-news.laohu8.com/highlight/detail?id=1165962014","media":"Barrons","summary":"Chip stocks have shined amid global semiconductor shortages, but some of the biggest names are looki","content":"<p>Chip stocks have shined amid global semiconductor shortages, but some of the biggest names are looking pricey.</p>\n<p>Nvidia (ticker: NVDA), the best performer year-to-date in the PHLX Semiconductor index,or Sox, has returned roughly 130% this year. It now trades at 57.9 times estimated 2022 earnings. That’s pricey, even to the stock’s bulls.</p>\n<p>Bernstein analyst Stacy Rasgon conceded earlier this month that the stock appears expensive on a price-to-earnings basis. But he told <i>Barron’s</i> he still recommends the shares because in tech a high P/E ratio isn’t necessarily a reason to sell a stock. For Nvidia, Rasgon sees strong catalysts and a stronger narrative unfolding as the company continues to monetize and expand its software offerings while benefiting from growing metaverse interest and investment.</p>\n<p>On the other side of the equation, a low P/E ratio isn’t a reason to buy a stock, but it’s often a good place to start a search. And there are a few bargains in the semiconductor sector. That’s why <i>Barron’s</i> screened for the 13 cheapest stocks in the Sox index based on price to estimated 2022 earnings.</p>\n<p><b>Cheap Chips</b></p>\n<p>These are the cheapest stocks in the PHLX Semiconductor Sector index based on price to estimated 2022 earnings.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/829812482595377c053e5ac2b6b38e12\" tg-width=\"1097\" tg-height=\"593\" referrerpolicy=\"no-referrer\"><span>Source: Bloomberg</span></p>\n<p>Memory chip firm Micron Technology (MU) is the cheapest chip stock in the pack, trading at 8.2 times forward earnings. Earlier this week, the firm reported strong results and released a better-than-expected forecast for the current forecast. The stock has returned 26% so far this year.</p>\n<p>Chip product packaging and test services provider Amkor Technology (AMKR) is second, trading at 9.3 times 2022 earnings estimates. The midcap chip stock has returned 55% in 2021.</p>\n<p>Qorvo (QRVO) and Skyworks Solutions,both suppliers for Apple (AAPL), trade at 11.6 and 12 times forward earnings, respectively. Both stocks have lagged behind their peers, down 7.9% and up 2.2% this year, respectively.</p>\n<p>The fifth cheapest stock in the bunch is Intel (INTC), which Rasgon says is a good example of a cheap, but not necessarily attractive stock. Rasgon said CEO Paul Gelsinger isn’t necessarily doing the wrong thing investing billions in turnaround efforts, but he’s bearish on the stock overall.</p>\n<p>“He’s trying to fix 10 years of sin,” Rasgon said. “These are problems that didn’t just show up last quarter, they’ve been building for 10 years. And it’s going to take five to 10 years to fix it. He’s showing the willingness to blow up the model to fix it.”</p>\n<p>Some of Rasgon’s other picks, like Qualcomm (QCOM) and Broadcom (AVGO), as well as semiconductor manufacturing equipment stocks Applied Materials (AMAT) and Lam Research (LRCX), also made the cut for our screen.</p>\n<p>No one quite knows when the chip shortage will abate, but we do know there are plenty of cheap stocks that could benefit from a continued shortage in 2022.</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>Chip Stocks Are Getting Pricey. Here Are a Few That Still Look Cheap.</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\">\nChip Stocks Are Getting Pricey. Here Are a Few That Still Look Cheap.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-27 19:19 GMT+8 <a href=https://www.barrons.com/articles/cheap-chip-stocks-51640299331?mod=hp_LATEST><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Chip stocks have shined amid global semiconductor shortages, but some of the biggest names are looking pricey.\nNvidia (ticker: NVDA), the best performer year-to-date in the PHLX Semiconductor index,or...</p>\n\n<a href=\"https://www.barrons.com/articles/cheap-chip-stocks-51640299331?mod=hp_LATEST\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LRCX":"拉姆研究","AVGO":"博通","SWKS":"思佳讯","KLAC":"科磊","MCHP":"微芯科技","AMAT":"应用材料","IIVI":"COHERENT CORP 6.00% MANDATORY CON PFD SER A","QRVO":"Qorvo, Inc.","AMKR":"艾马克技术公司","NXPI":"恩智浦","QCOM":"高通","NVDA":"英伟达","MU":"美光科技","INTC":"英特尔"},"source_url":"https://www.barrons.com/articles/cheap-chip-stocks-51640299331?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165962014","content_text":"Chip stocks have shined amid global semiconductor shortages, but some of the biggest names are looking pricey.\nNvidia (ticker: NVDA), the best performer year-to-date in the PHLX Semiconductor index,or Sox, has returned roughly 130% this year. It now trades at 57.9 times estimated 2022 earnings. That’s pricey, even to the stock’s bulls.\nBernstein analyst Stacy Rasgon conceded earlier this month that the stock appears expensive on a price-to-earnings basis. But he told Barron’s he still recommends the shares because in tech a high P/E ratio isn’t necessarily a reason to sell a stock. For Nvidia, Rasgon sees strong catalysts and a stronger narrative unfolding as the company continues to monetize and expand its software offerings while benefiting from growing metaverse interest and investment.\nOn the other side of the equation, a low P/E ratio isn’t a reason to buy a stock, but it’s often a good place to start a search. And there are a few bargains in the semiconductor sector. That’s why Barron’s screened for the 13 cheapest stocks in the Sox index based on price to estimated 2022 earnings.\nCheap Chips\nThese are the cheapest stocks in the PHLX Semiconductor Sector index based on price to estimated 2022 earnings.\nSource: Bloomberg\nMemory chip firm Micron Technology (MU) is the cheapest chip stock in the pack, trading at 8.2 times forward earnings. Earlier this week, the firm reported strong results and released a better-than-expected forecast for the current forecast. The stock has returned 26% so far this year.\nChip product packaging and test services provider Amkor Technology (AMKR) is second, trading at 9.3 times 2022 earnings estimates. The midcap chip stock has returned 55% in 2021.\nQorvo (QRVO) and Skyworks Solutions,both suppliers for Apple (AAPL), trade at 11.6 and 12 times forward earnings, respectively. Both stocks have lagged behind their peers, down 7.9% and up 2.2% this year, respectively.\nThe fifth cheapest stock in the bunch is Intel (INTC), which Rasgon says is a good example of a cheap, but not necessarily attractive stock. Rasgon said CEO Paul Gelsinger isn’t necessarily doing the wrong thing investing billions in turnaround efforts, but he’s bearish on the stock overall.\n“He’s trying to fix 10 years of sin,” Rasgon said. “These are problems that didn’t just show up last quarter, they’ve been building for 10 years. And it’s going to take five to 10 years to fix it. He’s showing the willingness to blow up the model to fix it.”\nSome of Rasgon’s other picks, like Qualcomm (QCOM) and Broadcom (AVGO), as well as semiconductor manufacturing equipment stocks Applied Materials (AMAT) and Lam Research (LRCX), also made the cut for our screen.\nNo one quite knows when the chip shortage will abate, but we do know there are plenty of cheap stocks that could benefit from a continued shortage in 2022.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1179,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696149083,"gmtCreate":1640654460056,"gmtModify":1640654460056,"author":{"id":"3575543125383677","authorId":"3575543125383677","name":"TheEndIsNear","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575543125383677","authorIdStr":"3575543125383677"},"themes":[],"htmlText":"Good to know.","listText":"Good to know.","text":"Good to know.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/696149083","repostId":"1165962014","repostType":4,"repost":{"id":"1165962014","kind":"news","pubTimestamp":1640603981,"share":"https://www.laohunote.com/m/news/1165962014?lang=&edition=full","pubTime":"2021-12-27 19:19","market":"us","language":"en","title":"Chip Stocks Are Getting Pricey. Here Are a Few That Still Look Cheap.","url":"https://stock-news.laohu8.com/highlight/detail?id=1165962014","media":"Barrons","summary":"Chip stocks have shined amid global semiconductor shortages, but some of the biggest names are looki","content":"<p>Chip stocks have shined amid global semiconductor shortages, but some of the biggest names are looking pricey.</p>\n<p>Nvidia (ticker: NVDA), the best performer year-to-date in the PHLX Semiconductor index,or Sox, has returned roughly 130% this year. It now trades at 57.9 times estimated 2022 earnings. That’s pricey, even to the stock’s bulls.</p>\n<p>Bernstein analyst Stacy Rasgon conceded earlier this month that the stock appears expensive on a price-to-earnings basis. But he told <i>Barron’s</i> he still recommends the shares because in tech a high P/E ratio isn’t necessarily a reason to sell a stock. For Nvidia, Rasgon sees strong catalysts and a stronger narrative unfolding as the company continues to monetize and expand its software offerings while benefiting from growing metaverse interest and investment.</p>\n<p>On the other side of the equation, a low P/E ratio isn’t a reason to buy a stock, but it’s often a good place to start a search. And there are a few bargains in the semiconductor sector. That’s why <i>Barron’s</i> screened for the 13 cheapest stocks in the Sox index based on price to estimated 2022 earnings.</p>\n<p><b>Cheap Chips</b></p>\n<p>These are the cheapest stocks in the PHLX Semiconductor Sector index based on price to estimated 2022 earnings.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/829812482595377c053e5ac2b6b38e12\" tg-width=\"1097\" tg-height=\"593\" referrerpolicy=\"no-referrer\"><span>Source: Bloomberg</span></p>\n<p>Memory chip firm Micron Technology (MU) is the cheapest chip stock in the pack, trading at 8.2 times forward earnings. Earlier this week, the firm reported strong results and released a better-than-expected forecast for the current forecast. The stock has returned 26% so far this year.</p>\n<p>Chip product packaging and test services provider Amkor Technology (AMKR) is second, trading at 9.3 times 2022 earnings estimates. The midcap chip stock has returned 55% in 2021.</p>\n<p>Qorvo (QRVO) and Skyworks Solutions,both suppliers for Apple (AAPL), trade at 11.6 and 12 times forward earnings, respectively. Both stocks have lagged behind their peers, down 7.9% and up 2.2% this year, respectively.</p>\n<p>The fifth cheapest stock in the bunch is Intel (INTC), which Rasgon says is a good example of a cheap, but not necessarily attractive stock. Rasgon said CEO Paul Gelsinger isn’t necessarily doing the wrong thing investing billions in turnaround efforts, but he’s bearish on the stock overall.</p>\n<p>“He’s trying to fix 10 years of sin,” Rasgon said. “These are problems that didn’t just show up last quarter, they’ve been building for 10 years. And it’s going to take five to 10 years to fix it. He’s showing the willingness to blow up the model to fix it.”</p>\n<p>Some of Rasgon’s other picks, like Qualcomm (QCOM) and Broadcom (AVGO), as well as semiconductor manufacturing equipment stocks Applied Materials (AMAT) and Lam Research (LRCX), also made the cut for our screen.</p>\n<p>No one quite knows when the chip shortage will abate, but we do know there are plenty of cheap stocks that could benefit from a continued shortage in 2022.</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>Chip Stocks Are Getting Pricey. Here Are a Few That Still Look Cheap.</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\">\nChip Stocks Are Getting Pricey. Here Are a Few That Still Look Cheap.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-27 19:19 GMT+8 <a href=https://www.barrons.com/articles/cheap-chip-stocks-51640299331?mod=hp_LATEST><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Chip stocks have shined amid global semiconductor shortages, but some of the biggest names are looking pricey.\nNvidia (ticker: NVDA), the best performer year-to-date in the PHLX Semiconductor index,or...</p>\n\n<a href=\"https://www.barrons.com/articles/cheap-chip-stocks-51640299331?mod=hp_LATEST\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LRCX":"拉姆研究","AVGO":"博通","SWKS":"思佳讯","KLAC":"科磊","MCHP":"微芯科技","AMAT":"应用材料","IIVI":"COHERENT CORP 6.00% MANDATORY CON PFD SER A","QRVO":"Qorvo, Inc.","AMKR":"艾马克技术公司","NXPI":"恩智浦","QCOM":"高通","NVDA":"英伟达","MU":"美光科技","INTC":"英特尔"},"source_url":"https://www.barrons.com/articles/cheap-chip-stocks-51640299331?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165962014","content_text":"Chip stocks have shined amid global semiconductor shortages, but some of the biggest names are looking pricey.\nNvidia (ticker: NVDA), the best performer year-to-date in the PHLX Semiconductor index,or Sox, has returned roughly 130% this year. It now trades at 57.9 times estimated 2022 earnings. That’s pricey, even to the stock’s bulls.\nBernstein analyst Stacy Rasgon conceded earlier this month that the stock appears expensive on a price-to-earnings basis. But he told Barron’s he still recommends the shares because in tech a high P/E ratio isn’t necessarily a reason to sell a stock. For Nvidia, Rasgon sees strong catalysts and a stronger narrative unfolding as the company continues to monetize and expand its software offerings while benefiting from growing metaverse interest and investment.\nOn the other side of the equation, a low P/E ratio isn’t a reason to buy a stock, but it’s often a good place to start a search. And there are a few bargains in the semiconductor sector. That’s why Barron’s screened for the 13 cheapest stocks in the Sox index based on price to estimated 2022 earnings.\nCheap Chips\nThese are the cheapest stocks in the PHLX Semiconductor Sector index based on price to estimated 2022 earnings.\nSource: Bloomberg\nMemory chip firm Micron Technology (MU) is the cheapest chip stock in the pack, trading at 8.2 times forward earnings. Earlier this week, the firm reported strong results and released a better-than-expected forecast for the current forecast. The stock has returned 26% so far this year.\nChip product packaging and test services provider Amkor Technology (AMKR) is second, trading at 9.3 times 2022 earnings estimates. The midcap chip stock has returned 55% in 2021.\nQorvo (QRVO) and Skyworks Solutions,both suppliers for Apple (AAPL), trade at 11.6 and 12 times forward earnings, respectively. Both stocks have lagged behind their peers, down 7.9% and up 2.2% this year, respectively.\nThe fifth cheapest stock in the bunch is Intel (INTC), which Rasgon says is a good example of a cheap, but not necessarily attractive stock. Rasgon said CEO Paul Gelsinger isn’t necessarily doing the wrong thing investing billions in turnaround efforts, but he’s bearish on the stock overall.\n“He’s trying to fix 10 years of sin,” Rasgon said. “These are problems that didn’t just show up last quarter, they’ve been building for 10 years. And it’s going to take five to 10 years to fix it. He’s showing the willingness to blow up the model to fix it.”\nSome of Rasgon’s other picks, like Qualcomm (QCOM) and Broadcom (AVGO), as well as semiconductor manufacturing equipment stocks Applied Materials (AMAT) and Lam Research (LRCX), also made the cut for our screen.\nNo one quite knows when the chip shortage will abate, but we do know there are plenty of cheap stocks that could benefit from a continued shortage in 2022.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1150,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698109149,"gmtCreate":1640312314476,"gmtModify":1640313674166,"author":{"id":"3575543125383677","authorId":"3575543125383677","name":"TheEndIsNear","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575543125383677","authorIdStr":"3575543125383677"},"themes":[],"htmlText":"Very good.","listText":"Very good.","text":"Very good.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698109149","repostId":"2193078140","repostType":4,"isVote":1,"tweetType":1,"viewCount":1431,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691594257,"gmtCreate":1640218693334,"gmtModify":1640218693427,"author":{"id":"3575543125383677","authorId":"3575543125383677","name":"TheEndIsNear","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575543125383677","authorIdStr":"3575543125383677"},"themes":[],"htmlText":"Will there be a New Year rally? 🤔","listText":"Will there be a New Year rally? 🤔","text":"Will there be a New Year rally? 🤔","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/691594257","repostId":"1160915813","repostType":4,"repost":{"id":"1160915813","kind":"news","pubTimestamp":1640218071,"share":"https://www.laohunote.com/m/news/1160915813?lang=&edition=full","pubTime":"2021-12-23 08:07","market":"sg","language":"en","title":"Singapore Stock Market May Test Resistance At 3,100 Points","url":"https://stock-news.laohu8.com/highlight/detail?id=1160915813","media":"RTTNews","summary":"The Singapore stock market has tracked higher in two straight sessions, gathering almost 15 points o","content":"<p>The Singapore stock market has tracked higher in two straight sessions, gathering almost 15 points or 0.5 percent along the way. The Straits Times Index now sits just above the 3,085-point plateau and it may extend its gains on Wednesday.</p>\n<p>The global forecast for the Asian markets remains positive on easing concerns about the Omicron variant of the coronavirus, plus support from crude oil prices. The European and U.S. markets were up and the Asian bourses are tipped to open in similar fashion.</p>\n<p>The STI finished barely higher on Wednesday following gains from the financials and a mixed picture from the industrials.</p>\n<p>For the day, the index picked up 2.43 points or 0.08 percent to finish at 3,087.51 after trading between 3,078.71 and 3,098.27. Volume was 844 million shares worth 696.8 million Singapore dollars. There were 207 gainers and 205 decliners.</p>\n<p>Among the actives, Ascendas REIT advanced 0.69 percent, while CapitaLand Integrated Commercial Trust gained 0.51 percent, City Developments tanked 1.05 percent, Dairy Farm International plunged 1.47 percent, DBS Group climbed 0.75 percent, Genting Singapore skidded 0.66 percent, Hongkong Land plummeted 1.92 percent, Keppel Corp retreated 0.59 percent, Mapletree Commercial Trust sank 0.51 percent, Mapletree Logistics Trust declined 0.54 percent, Oversea-Chinese Banking Corporation increased 0.45 percent, SATS fell 0.26 percent, SembCorp Industries rose 0.50 percent, Singapore Airlines tumbled 1.02 percent, Singapore Exchange added 0.66 percent, Singapore Press Holdings jumped 0.86 percent, Singapore Technologies Engineering lost 0.27 percent, SingTel dropped 0.43 percent, Thai Beverage spiked 1.53 percent, United Overseas Bank collected 0.30 percent, Wilmar International slumped 0.99 percent, Yangzijiang Shipbuilding rallied 0.78 percent and Comfort DelGro was unchanged.</p>\n<p>The lead from Wall Street is solid as the major averages shook off a sluggish start on Wednesday, quickly moving higher and finishing in the green.</p>\n<p>The Dow jumped 261.19 points or 0.74 percent to finish at 35,753.89, while the NASDAQ spiked 180.81 points or 1.18 percent and the S&P 500 climbed 47.33 points or 1.02 percent to end at 4,696.56.</p>\n<p>The markets drew strength from easing worries about Omicron and U.S. President Joe Biden's remarks that it is still possible to reach a deal with Senator Joe Manchin to push the $2 trillion Build Back Better bill through Congress.</p>\n<p>Adding to the positive sentiment, the Conference Board reported that consumer confidence improved by much more than expected in the month of December.</p>\n<p>Crude oil futures settled sharply higher Wednesday after data showed a larger than expected drop in U.S. crude inventories last week. West Texas Intermediate Crude oil futures for February spiked $1.64 or 2.3 percent at $72.76 a barrel.</p>\n<p>Closer to home, Singapore will release November numbers for consumer prices later today, with forecasts suggesting an increase 0.4 percent on month and 3.4 percent on year. That follows the 0.3 percent monthly increase and the 3.2 percent yearly gain in October. Core CPI is called steady at 1.5 percent on year.</p>","source":"lsy1626938412129","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>Singapore Stock Market May Test Resistance At 3,100 Points</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\">\nSingapore Stock Market May Test Resistance At 3,100 Points\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-23 08:07 GMT+8 <a href=https://www.rttnews.com/3251197/singapore-stock-market-may-test-resistance-at-3100-points.aspx?type=acom><strong>RTTNews</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Singapore stock market has tracked higher in two straight sessions, gathering almost 15 points or 0.5 percent along the way. The Straits Times Index now sits just above the 3,085-point plateau and...</p>\n\n<a href=\"https://www.rttnews.com/3251197/singapore-stock-market-may-test-resistance-at-3100-points.aspx?type=acom\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STI.SI":"富时新加坡海峡指数"},"source_url":"https://www.rttnews.com/3251197/singapore-stock-market-may-test-resistance-at-3100-points.aspx?type=acom","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160915813","content_text":"The Singapore stock market has tracked higher in two straight sessions, gathering almost 15 points or 0.5 percent along the way. The Straits Times Index now sits just above the 3,085-point plateau and it may extend its gains on Wednesday.\nThe global forecast for the Asian markets remains positive on easing concerns about the Omicron variant of the coronavirus, plus support from crude oil prices. The European and U.S. markets were up and the Asian bourses are tipped to open in similar fashion.\nThe STI finished barely higher on Wednesday following gains from the financials and a mixed picture from the industrials.\nFor the day, the index picked up 2.43 points or 0.08 percent to finish at 3,087.51 after trading between 3,078.71 and 3,098.27. Volume was 844 million shares worth 696.8 million Singapore dollars. There were 207 gainers and 205 decliners.\nAmong the actives, Ascendas REIT advanced 0.69 percent, while CapitaLand Integrated Commercial Trust gained 0.51 percent, City Developments tanked 1.05 percent, Dairy Farm International plunged 1.47 percent, DBS Group climbed 0.75 percent, Genting Singapore skidded 0.66 percent, Hongkong Land plummeted 1.92 percent, Keppel Corp retreated 0.59 percent, Mapletree Commercial Trust sank 0.51 percent, Mapletree Logistics Trust declined 0.54 percent, Oversea-Chinese Banking Corporation increased 0.45 percent, SATS fell 0.26 percent, SembCorp Industries rose 0.50 percent, Singapore Airlines tumbled 1.02 percent, Singapore Exchange added 0.66 percent, Singapore Press Holdings jumped 0.86 percent, Singapore Technologies Engineering lost 0.27 percent, SingTel dropped 0.43 percent, Thai Beverage spiked 1.53 percent, United Overseas Bank collected 0.30 percent, Wilmar International slumped 0.99 percent, Yangzijiang Shipbuilding rallied 0.78 percent and Comfort DelGro was unchanged.\nThe lead from Wall Street is solid as the major averages shook off a sluggish start on Wednesday, quickly moving higher and finishing in the green.\nThe Dow jumped 261.19 points or 0.74 percent to finish at 35,753.89, while the NASDAQ spiked 180.81 points or 1.18 percent and the S&P 500 climbed 47.33 points or 1.02 percent to end at 4,696.56.\nThe markets drew strength from easing worries about Omicron and U.S. President Joe Biden's remarks that it is still possible to reach a deal with Senator Joe Manchin to push the $2 trillion Build Back Better bill through Congress.\nAdding to the positive sentiment, the Conference Board reported that consumer confidence improved by much more than expected in the month of December.\nCrude oil futures settled sharply higher Wednesday after data showed a larger than expected drop in U.S. crude inventories last week. West Texas Intermediate Crude oil futures for February spiked $1.64 or 2.3 percent at $72.76 a barrel.\nCloser to home, Singapore will release November numbers for consumer prices later today, with forecasts suggesting an increase 0.4 percent on month and 3.4 percent on year. That follows the 0.3 percent monthly increase and the 3.2 percent yearly gain in October. Core CPI is called steady at 1.5 percent on year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1285,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691890322,"gmtCreate":1640159203206,"gmtModify":1640159203335,"author":{"id":"3575543125383677","authorId":"3575543125383677","name":"TheEndIsNear","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575543125383677","authorIdStr":"3575543125383677"},"themes":[],"htmlText":"Jobs is dead and can't rebut. People can say anything they want.","listText":"Jobs is dead and can't rebut. People can say anything they want.","text":"Jobs is dead and can't rebut. People can say anything they want.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/691890322","repostId":"1123262270","repostType":4,"repost":{"id":"1123262270","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":1640150854,"share":"https://www.laohunote.com/m/news/1123262270?lang=&edition=full","pubTime":"2021-12-22 13:27","market":"us","language":"en","title":"Apple And Disney Merging Into A Single Company? Bob Iger Says It Was A Real Possibility If Not For Steve Jobs' Demise","url":"https://stock-news.laohu8.com/highlight/detail?id=1123262270","media":"Benzinga","summary":"he Walt Disney Co and Apple Inc would have ended up discussing a merger between the companies if Ste","content":"<p><b>he Walt Disney Co</b> and <b>Apple Inc</b> would have ended up discussing a merger between the companies if <b>Steve Jobs</b> would have been alive, Disney Chair <b>Bob Iger</b> said in an interview Tuesday.</p>\n<p><b>What Happened:</b>Iger told CNBC that, while Jobs and him never actually discussed a merger, he said a deal would have “gotten there,”reported Apple Insider.</p>\n<p>Jobs was passionate about “everything that Disney did,” said Iger. The Disney Chair said the intersection of liberal arts and technology made Jobs’ “heart sing.”</p>\n<p>Disney’s content would be a natural fit for the iPhone maker, said Iger. On the merger between the two companies, he said, “I'm pretty convinced we would have had that discussion.”</p>\n<p><b>Why It Matters:</b>The Disney executive also revealed how he spent months getting to know Jobs, who was an investor and co-founder of <b>Pixar Studios</b>. The bond between the two reportedly grew when Disney acquired the studio.</p>\n<p>The acquisition made Jobs Disney’s largest shareholder and a board member of the entertainment behemoth.</p>\n<p>Jobs in turn selected Iger to succeed him on the Apple board of directors. Iger exited as a board member in 2019.</p>\n<p>Iger stepped down as Disney CEO in 2020. He will officially give up the role of Chair at the end of 2021.</p>\n<p>In the interview, Iger said that he began thinking about stepping down after he became too dismissive of other people’s opinions.</p>\n<p><b>Price Action:</b>On Tuesday, Disney shares closed 3.1% higher at $151.05 in the regular session. On the same day, Apple shares ended the regular session 1.9% higher at $172.99 and fell 0.2% in the after-hours session.</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>Apple And Disney Merging Into A Single Company? Bob Iger Says It Was A Real Possibility If Not For Steve Jobs' Demise</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\">\nApple And Disney Merging Into A Single Company? Bob Iger Says It Was A Real Possibility If Not For Steve Jobs' Demise\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-12-22 13:27</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p><b>he Walt Disney Co</b> and <b>Apple Inc</b> would have ended up discussing a merger between the companies if <b>Steve Jobs</b> would have been alive, Disney Chair <b>Bob Iger</b> said in an interview Tuesday.</p>\n<p><b>What Happened:</b>Iger told CNBC that, while Jobs and him never actually discussed a merger, he said a deal would have “gotten there,”reported Apple Insider.</p>\n<p>Jobs was passionate about “everything that Disney did,” said Iger. The Disney Chair said the intersection of liberal arts and technology made Jobs’ “heart sing.”</p>\n<p>Disney’s content would be a natural fit for the iPhone maker, said Iger. On the merger between the two companies, he said, “I'm pretty convinced we would have had that discussion.”</p>\n<p><b>Why It Matters:</b>The Disney executive also revealed how he spent months getting to know Jobs, who was an investor and co-founder of <b>Pixar Studios</b>. The bond between the two reportedly grew when Disney acquired the studio.</p>\n<p>The acquisition made Jobs Disney’s largest shareholder and a board member of the entertainment behemoth.</p>\n<p>Jobs in turn selected Iger to succeed him on the Apple board of directors. Iger exited as a board member in 2019.</p>\n<p>Iger stepped down as Disney CEO in 2020. He will officially give up the role of Chair at the end of 2021.</p>\n<p>In the interview, Iger said that he began thinking about stepping down after he became too dismissive of other people’s opinions.</p>\n<p><b>Price Action:</b>On Tuesday, Disney shares closed 3.1% higher at $151.05 in the regular session. On the same day, Apple shares ended the regular session 1.9% higher at $172.99 and fell 0.2% in the after-hours session.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","DIS":"迪士尼"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123262270","content_text":"he Walt Disney Co and Apple Inc would have ended up discussing a merger between the companies if Steve Jobs would have been alive, Disney Chair Bob Iger said in an interview Tuesday.\nWhat Happened:Iger told CNBC that, while Jobs and him never actually discussed a merger, he said a deal would have “gotten there,”reported Apple Insider.\nJobs was passionate about “everything that Disney did,” said Iger. The Disney Chair said the intersection of liberal arts and technology made Jobs’ “heart sing.”\nDisney’s content would be a natural fit for the iPhone maker, said Iger. On the merger between the two companies, he said, “I'm pretty convinced we would have had that discussion.”\nWhy It Matters:The Disney executive also revealed how he spent months getting to know Jobs, who was an investor and co-founder of Pixar Studios. The bond between the two reportedly grew when Disney acquired the studio.\nThe acquisition made Jobs Disney’s largest shareholder and a board member of the entertainment behemoth.\nJobs in turn selected Iger to succeed him on the Apple board of directors. Iger exited as a board member in 2019.\nIger stepped down as Disney CEO in 2020. He will officially give up the role of Chair at the end of 2021.\nIn the interview, Iger said that he began thinking about stepping down after he became too dismissive of other people’s opinions.\nPrice Action:On Tuesday, Disney shares closed 3.1% higher at $151.05 in the regular session. On the same day, Apple shares ended the regular session 1.9% higher at $172.99 and fell 0.2% in the after-hours session.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1510,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693235579,"gmtCreate":1640037631814,"gmtModify":1640037707920,"author":{"id":"3575543125383677","authorId":"3575543125383677","name":"TheEndIsNear","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575543125383677","authorIdStr":"3575543125383677"},"themes":[],"htmlText":"Consider accumulating.","listText":"Consider accumulating.","text":"Consider accumulating.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693235579","repostId":"1115322314","repostType":4,"repost":{"id":"1115322314","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":1640011665,"share":"https://www.laohunote.com/m/news/1115322314?lang=&edition=full","pubTime":"2021-12-20 22:47","market":"us","language":"en","title":"Mega-cap growth stocks extended their fall from the previous session","url":"https://stock-news.laohu8.com/highlight/detail?id=1115322314","media":"Tiger Newspress","summary":"Mega-cap growth stocks extended their fall from the previous session, with Apple, Meta Platforms and","content":"<p>Mega-cap growth stocks extended their fall from the previous session, with Apple, Meta Platforms and Microsoft Corp down between 1% and 3%.</p>\n<p><img src=\"https://static.tigerbbs.com/bcbe2eb85bd02485d4f915039e5a7c33\" tg-width=\"709\" tg-height=\"607\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Mega-cap growth stocks extended their fall from the previous session</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\">\nMega-cap growth stocks extended their fall from the previous session\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-12-20 22:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Mega-cap growth stocks extended their fall from the previous session, with Apple, Meta Platforms and Microsoft Corp down between 1% and 3%.</p>\n<p><img src=\"https://static.tigerbbs.com/bcbe2eb85bd02485d4f915039e5a7c33\" tg-width=\"709\" tg-height=\"607\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115322314","content_text":"Mega-cap growth stocks extended their fall from the previous session, with Apple, Meta Platforms and Microsoft Corp down between 1% and 3%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1132,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699090120,"gmtCreate":1639717626887,"gmtModify":1639717626970,"author":{"id":"3575543125383677","authorId":"3575543125383677","name":"TheEndIsNear","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575543125383677","authorIdStr":"3575543125383677"},"themes":[],"htmlText":"🤔","listText":"🤔","text":"🤔","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699090120","repostId":"1169026598","repostType":4,"repost":{"id":"1169026598","kind":"news","pubTimestamp":1639698567,"share":"https://www.laohunote.com/m/news/1169026598?lang=&edition=full","pubTime":"2021-12-17 07:49","market":"us","language":"en","title":"Intel: Mobileye IPO Could Be A Masterstroke","url":"https://stock-news.laohu8.com/highlight/detail?id=1169026598","media":"seekingalpha","summary":"Summary\n\nIntel is spinning off Mobileye via an IPO in mid 2022 to raise capital for its ambitious gr","content":"<p><b>Summary</b></p>\n<ul>\n <li>Intel is spinning off Mobileye via an IPO in mid 2022 to raise capital for its ambitious growth plans. In this note, we will discuss the logic of this transaction.</li>\n <li>Mobileye is one of the leading players in autonomous vehicle technology, which means it should command a much higher multiple than Intel.</li>\n <li>At ~9x Price-to-FCF, Intel is massively undervalued, and as such Mobileye's valuation is suppressed. The IPO is likely to act as a significant value unlocking event for Intel.</li>\n <li>According to my analysis, Mobileye could quite easily fetch a valuation of $50-100B in the current market environment. Hence, Intel could raise a significant sum by selling just a minor stake.</li>\n <li>Even after the IPO, Intel will continue to control Mobileye with a majority stake, and Intel's CEO, Pat Gelsinger, will be shaping Mobileye's future as the Chairman of its Board. Hence, Intel is getting the best of both worlds with this deal. I rate Intel a strong buy at $50.</li>\n <li>Looking for a portfolio of ideas like this one? Members of Beating the Market get exclusive access to our model portfolio.</li>\n</ul>\n<p><b>Introduction</b></p>\n<p>Despite the astounding rally in chip stocks over the last 18-24 months, Intel's (NASDAQ:INTC) valuation (~12x P/FCF) continues to remain depressed. The semiconductor supply shortage is showing no signs of abating, with Intel selling all that it could make. In 2021, Intel is set to generate record revenues and operating cash flows. Although Intel is facing margin pressures due to heightened competition, its business fundamentals remain strong. Intel's balance sheet and free cash flow generation are robust. An inflationary environment is supposed to be supportive of cash flow machines like Intel. Hence, the weak price action in Intel is puzzling (even after considering Intel's manufacturing woes over the last few years).</p>\n<p>In today's note, we will focus our discussion on Intel's upcoming spinoff Mobileye, which is likely to act as a value unlocking catalyst for this chip giant.</p>\n<p>Let's begin our analysis by deciphering the logic behind an IPO for Mobileye.</p>\n<p><b>Understanding The Motivation Behind Intel's Mobileye Spinoff</b></p>\n<p>Soon after rejoining Intel as CEO, Pat Gelsinger outlined an aggressive hybrid-sourcing and foundry plan to take the semiconductor giant back to its past glory (after some woeful execution from previous management). On paper, Pat's strategy is very simple. Intel will outsource next-gen chip manufacturing to foundries like TSMC (NYSE:TSM), which would enable them to compete against rivals like AMD (NASDAQ:AMD) and Nvidia (NASDAQ:NVDA). While Intel is working toward fixing its manufacturing woes and regaining the technological lead at the node level, the company also is opening up its manufacturing plants in the Western Hemisphere for other companies (i.e., entering the foundry business).</p>\n<p></p>\n<p>The semiconductor industry is undergoing a painful supply crisis that has had far-reaching impacts across multiple industries. With the EV revolution, the demand for automotive chips is set to explode higher. Hence, the chip shortage could last for years and years. Only a handful of companies can solve this crisis, and Intel is probably the only company that could help abate this semiconductor shortage in the Western Hemisphere.</p>\n<p>Pat Gelsinger has put forward an aggressive growth plan for Intel, which could see the company growing at ~10-12% CAGR from 2023-2027. However, Pat's plan is highly capital intensive, and so Intel needs more capital.</p>\n<p><img src=\"https://static.tigerbbs.com/469130405b455b41aba450a41af1ccd1\" tg-width=\"1122\" tg-height=\"551\" referrerpolicy=\"no-referrer\"></p>\n<p>Intel is set to enter a heavy capex-spending cycle with plans to increase capex for 2022 to ~$25B-$28B. With Intel's stock trading close to record low valuation (by P/FCF) from the past 10 years, raising capital through fresh equity issuance would be highly dilutionary for Intel's shareholders. Intel is one of the most-hated stocks on Wall Street, and the management certainly is not interested in alienating more of its investor base. Hence, a capital raise through equity is ruled out.</p>\n<p>Another way to raise capital would be through debt issuance, and Intel's balance sheet and free cash flow generation are strong enough to allow for more debt. However, Intel's margins are set to come under pressure due to a potential price war with the likes of AMD, and with increased CAPEX-spending, Intel's free cash flows may suffer too in the near term. Hence, Intel's management could be unwilling to raise more capital via debt (which already stands at ~$40B).</p>\n<p>Asset monetization was probably the only viable alternative for raising capital to fund Intel's growth plan. And if we look at Intel's business, Mobileye is probably the most under-appreciated asset buried under a steep conglomerate discount. Mobileye is a category-leading business in autonomous driving (one of the hottest spaces in the market), and it would undoubtedly command a much higher trading multiple in the current market environment than what Intel paid for it back in 2017. Hence, the Mobileye spinoff is a very sound and logical decision from Intel's management.</p>\n<p><b>Pat Says Mobileye Is Comparable To Tesla! Is It Though?</b></p>\n<p>In 2017, Intel acquired Mobileye for an eye-watering sum of ~$15.3B. Since this acquisition, Mobileye has delivered significant revenue growth, achieved numerous technical innovations, and invested capital toward solving the most critical problems in the scaled deployment of autonomous driving technology. Unlike most IPOs, Mobileye is already a highly-profitable company. Hence, Intel could get a big return on its investment by selling a minority stake in Mobileye.</p>\n<p>In the last 12 months, Mobileye has generated revenues of $1.36B, with operating profits coming in at $471M (operating margin of ~35%). Also, Mobileye achieved the milestone of delivering its 100 millionth EyeQ SOC, unveiled its production robotaxi (network coming live in 2022) and won 41 new ADAS and full self-driving programs with 30 legacy automakers. In a nutshell, Mobileye has taken tremendous strides both from a technical and financial standpoint.</p>\n<p>Since Mobileye has always operated as an independent subsidiary within Intel, the separation won't be hard. The strategic partnership with Intel will remain in place, and higher visibility should enable Mobileye to win more partners across the globe. With its robotaxi network set to go live in 2022, Mobileye is probably going to be the first to market in L3/L4 AV technology.</p>\n<p>Mobileye is truly at an inflection point, and its future looks as bright as ever. Some critics would say that Intel is selling its future to chase the past. However, we must acknowledge the realities around us. The hype around autonomous driving and EVs has never been higher, and Mobileye's spectacular growth story is buried under Intel's umbrella. By bringing Mobileye to the public markets as a standalone entity, Intel is likely to receive a cash boost (at a rich trading multiple), whilst it will also maintain its majority stake (control) in the company.</p>\n<p>Although Pat compared Mobileye to Tesla (NASDAQ:TSLA) due to its AV technology (and future Robotaxi business), I think it's more comparable to Nvidia. For the purpose of this note, we shall create a guesstimate for Mobileye's valuation using trading multiples for both Tesla and Nvidia. Due to its relatively small size, I would expect Mobileye to command a higher multiple than these companies.</p>\n<p>Looking through the lens of relative valuation, Mobileye's IPO could be valued anywhere in the range of ~$50B to $70B. However, let us also determine Mobileye's absolute valuation using its financials.</p>\n<p><b>Estimating Mobileye's Fair Value</b></p>\n<p>To determine Mobileye's fair value, we will employ our proprietary valuation model. Here's what it entails:</p>\n<ul>\n <li>In step 1, we use a traditional DCF model with free cash flow discounted by our (shareholders) cost of capital.</li>\n <li></li>\n <li>In step 2, the model accounts for the effects of the change in shares outstanding (buybacks/dilutions).</li>\n <li></li>\n <li>In step 3, we normalize valuation for future growth prospects at the end of the ten years. Then, we arrive at a CAGR using today's share price and the projected share price at the end of 10 years. If this beats the market by enough of a margin, we invest. If not, we wait for a better entry point.</li>\n <li></li>\n <li>In step 4, the model accounts for dividends.</li>\n</ul>\n<p><b>Assumptions:</b></p>\n<p>Mobileye is a rapidly-growing, highly-profitable business. With a massive TAM and leading ADAS & Autonomous Vehicle [AV] technology, Mobileye is set to ride an enormous secular growth trend as the shift to autonomous-driving EVs accelerates over the 2020s. Hence, a 10-year CAGR growth rate of 25% could be highly conservative. As the MoovitAV robotaxi network grows, Mobileye's margins are likely to head higher. Therefore, Mobileye's FCF margin could quite comfortably hover at more than 30% when the business matures, and growth slows down (not going to happen for another decade or two).</p>\n<p>As you can see, Mobileye is worth ~$15 per share or ~$60B market cap. The assumptions utilized in this valuation exercise are conservative, which means Mobileye could be worth even more than $60B.</p>\n<p>If Mobileye's 10-year CAGR revenue growth rate were to be in the 30%-50% range (instead of our estimate of 25%), Mobileye's fair value would come out to be ~$88B to ~$340B. At a $1T valuation, Tesla's implied 10-year CAGR revenue growth rate is ~50%. Since Mobileye is growing from a much smaller base, and considering the fact that it could become the industry standard for AV technology (by leveraging existing relationships with legacy automakers like Ford, BMW, and many others), I would imagine Mobileye has a better chance of delivering such hyper-growth than Tesla.</p>\n<p>Even after the spinoff of Mobileye, Intel would generate revenues of ~$73B in 2022 with virtually zero impact on its cash flow generation. Although Intel will lose one of its key assets in this transaction (not really, as Intel will still control Mobileye through a majority stake), the proceeds will help Intel's management execute its ambitious growth plans. Using conservative estimates, Intel (minus Mobileye) is still worth ~$70 per share (~$280B market cap) (this valuation exercise is available in my previous articles on Intel). Therefore, the Mobileye spinoff is very likely to unlock hidden value for Intel's shareholders.</p>\n<p><b>Concluding Thoughts</b></p>\n<p>With Intel's market cap hovering at just about $200B, raising capital through stock issuance is not viable. Although Intel's balance sheet and free cash flow generation remain robust, the company is entering a heavy capex-spending cycle, which makes an additional debt raise troublesome. Mobileye is one of the faster-growing business lines at Intel. However, selling a small piece of it could yield a massive sum for Intel, which could be utilized toward Pat Gelsinger's ambitious growth plan for the company. According to my analysis, Mobileye could fetch a valuation of $50B-$100B in the current market environment, and I think Intel will end up raising ~$10B-$15B from the Mobileye IPO while retaining control of the company. I like this move from Intel's management as I can see significant value unlocking from this spinoff.</p>\n<p>Intel is a deeply undervalued cash cow that pays out a healthy, growing dividend. With the Mobileye IPO set to unlock some of Intel's hidden value, I expect to see big capital appreciation in Intel over the next 12-24 months. Therefore, I continue to rate Intel a strong buy at $50.</p>\n<p>Key Takeaway: I rate Intel a strong buy at $50.</p>\n<p>Thanks for reading, and happy investing. Please share your thoughts, concerns, and/or questions in the comments section below.</p>","source":"lsy1638401102509","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Intel: Mobileye IPO Could Be A Masterstroke</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIntel: Mobileye IPO Could Be A Masterstroke\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-17 07:49 GMT+8 <a href=https://seekingalpha.com/article/4474906-intel-mobileye-ipo-masterstroke><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nIntel is spinning off Mobileye via an IPO in mid 2022 to raise capital for its ambitious growth plans. In this note, we will discuss the logic of this transaction.\nMobileye is one of the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4474906-intel-mobileye-ipo-masterstroke\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔"},"source_url":"https://seekingalpha.com/article/4474906-intel-mobileye-ipo-masterstroke","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169026598","content_text":"Summary\n\nIntel is spinning off Mobileye via an IPO in mid 2022 to raise capital for its ambitious growth plans. In this note, we will discuss the logic of this transaction.\nMobileye is one of the leading players in autonomous vehicle technology, which means it should command a much higher multiple than Intel.\nAt ~9x Price-to-FCF, Intel is massively undervalued, and as such Mobileye's valuation is suppressed. The IPO is likely to act as a significant value unlocking event for Intel.\nAccording to my analysis, Mobileye could quite easily fetch a valuation of $50-100B in the current market environment. Hence, Intel could raise a significant sum by selling just a minor stake.\nEven after the IPO, Intel will continue to control Mobileye with a majority stake, and Intel's CEO, Pat Gelsinger, will be shaping Mobileye's future as the Chairman of its Board. Hence, Intel is getting the best of both worlds with this deal. I rate Intel a strong buy at $50.\nLooking for a portfolio of ideas like this one? Members of Beating the Market get exclusive access to our model portfolio.\n\nIntroduction\nDespite the astounding rally in chip stocks over the last 18-24 months, Intel's (NASDAQ:INTC) valuation (~12x P/FCF) continues to remain depressed. The semiconductor supply shortage is showing no signs of abating, with Intel selling all that it could make. In 2021, Intel is set to generate record revenues and operating cash flows. Although Intel is facing margin pressures due to heightened competition, its business fundamentals remain strong. Intel's balance sheet and free cash flow generation are robust. An inflationary environment is supposed to be supportive of cash flow machines like Intel. Hence, the weak price action in Intel is puzzling (even after considering Intel's manufacturing woes over the last few years).\nIn today's note, we will focus our discussion on Intel's upcoming spinoff Mobileye, which is likely to act as a value unlocking catalyst for this chip giant.\nLet's begin our analysis by deciphering the logic behind an IPO for Mobileye.\nUnderstanding The Motivation Behind Intel's Mobileye Spinoff\nSoon after rejoining Intel as CEO, Pat Gelsinger outlined an aggressive hybrid-sourcing and foundry plan to take the semiconductor giant back to its past glory (after some woeful execution from previous management). On paper, Pat's strategy is very simple. Intel will outsource next-gen chip manufacturing to foundries like TSMC (NYSE:TSM), which would enable them to compete against rivals like AMD (NASDAQ:AMD) and Nvidia (NASDAQ:NVDA). While Intel is working toward fixing its manufacturing woes and regaining the technological lead at the node level, the company also is opening up its manufacturing plants in the Western Hemisphere for other companies (i.e., entering the foundry business).\n\nThe semiconductor industry is undergoing a painful supply crisis that has had far-reaching impacts across multiple industries. With the EV revolution, the demand for automotive chips is set to explode higher. Hence, the chip shortage could last for years and years. Only a handful of companies can solve this crisis, and Intel is probably the only company that could help abate this semiconductor shortage in the Western Hemisphere.\nPat Gelsinger has put forward an aggressive growth plan for Intel, which could see the company growing at ~10-12% CAGR from 2023-2027. However, Pat's plan is highly capital intensive, and so Intel needs more capital.\n\nIntel is set to enter a heavy capex-spending cycle with plans to increase capex for 2022 to ~$25B-$28B. With Intel's stock trading close to record low valuation (by P/FCF) from the past 10 years, raising capital through fresh equity issuance would be highly dilutionary for Intel's shareholders. Intel is one of the most-hated stocks on Wall Street, and the management certainly is not interested in alienating more of its investor base. Hence, a capital raise through equity is ruled out.\nAnother way to raise capital would be through debt issuance, and Intel's balance sheet and free cash flow generation are strong enough to allow for more debt. However, Intel's margins are set to come under pressure due to a potential price war with the likes of AMD, and with increased CAPEX-spending, Intel's free cash flows may suffer too in the near term. Hence, Intel's management could be unwilling to raise more capital via debt (which already stands at ~$40B).\nAsset monetization was probably the only viable alternative for raising capital to fund Intel's growth plan. And if we look at Intel's business, Mobileye is probably the most under-appreciated asset buried under a steep conglomerate discount. Mobileye is a category-leading business in autonomous driving (one of the hottest spaces in the market), and it would undoubtedly command a much higher trading multiple in the current market environment than what Intel paid for it back in 2017. Hence, the Mobileye spinoff is a very sound and logical decision from Intel's management.\nPat Says Mobileye Is Comparable To Tesla! Is It Though?\nIn 2017, Intel acquired Mobileye for an eye-watering sum of ~$15.3B. Since this acquisition, Mobileye has delivered significant revenue growth, achieved numerous technical innovations, and invested capital toward solving the most critical problems in the scaled deployment of autonomous driving technology. Unlike most IPOs, Mobileye is already a highly-profitable company. Hence, Intel could get a big return on its investment by selling a minority stake in Mobileye.\nIn the last 12 months, Mobileye has generated revenues of $1.36B, with operating profits coming in at $471M (operating margin of ~35%). Also, Mobileye achieved the milestone of delivering its 100 millionth EyeQ SOC, unveiled its production robotaxi (network coming live in 2022) and won 41 new ADAS and full self-driving programs with 30 legacy automakers. In a nutshell, Mobileye has taken tremendous strides both from a technical and financial standpoint.\nSince Mobileye has always operated as an independent subsidiary within Intel, the separation won't be hard. The strategic partnership with Intel will remain in place, and higher visibility should enable Mobileye to win more partners across the globe. With its robotaxi network set to go live in 2022, Mobileye is probably going to be the first to market in L3/L4 AV technology.\nMobileye is truly at an inflection point, and its future looks as bright as ever. Some critics would say that Intel is selling its future to chase the past. However, we must acknowledge the realities around us. The hype around autonomous driving and EVs has never been higher, and Mobileye's spectacular growth story is buried under Intel's umbrella. By bringing Mobileye to the public markets as a standalone entity, Intel is likely to receive a cash boost (at a rich trading multiple), whilst it will also maintain its majority stake (control) in the company.\nAlthough Pat compared Mobileye to Tesla (NASDAQ:TSLA) due to its AV technology (and future Robotaxi business), I think it's more comparable to Nvidia. For the purpose of this note, we shall create a guesstimate for Mobileye's valuation using trading multiples for both Tesla and Nvidia. Due to its relatively small size, I would expect Mobileye to command a higher multiple than these companies.\nLooking through the lens of relative valuation, Mobileye's IPO could be valued anywhere in the range of ~$50B to $70B. However, let us also determine Mobileye's absolute valuation using its financials.\nEstimating Mobileye's Fair Value\nTo determine Mobileye's fair value, we will employ our proprietary valuation model. Here's what it entails:\n\nIn step 1, we use a traditional DCF model with free cash flow discounted by our (shareholders) cost of capital.\n\nIn step 2, the model accounts for the effects of the change in shares outstanding (buybacks/dilutions).\n\nIn step 3, we normalize valuation for future growth prospects at the end of the ten years. Then, we arrive at a CAGR using today's share price and the projected share price at the end of 10 years. If this beats the market by enough of a margin, we invest. If not, we wait for a better entry point.\n\nIn step 4, the model accounts for dividends.\n\nAssumptions:\nMobileye is a rapidly-growing, highly-profitable business. With a massive TAM and leading ADAS & Autonomous Vehicle [AV] technology, Mobileye is set to ride an enormous secular growth trend as the shift to autonomous-driving EVs accelerates over the 2020s. Hence, a 10-year CAGR growth rate of 25% could be highly conservative. As the MoovitAV robotaxi network grows, Mobileye's margins are likely to head higher. Therefore, Mobileye's FCF margin could quite comfortably hover at more than 30% when the business matures, and growth slows down (not going to happen for another decade or two).\nAs you can see, Mobileye is worth ~$15 per share or ~$60B market cap. The assumptions utilized in this valuation exercise are conservative, which means Mobileye could be worth even more than $60B.\nIf Mobileye's 10-year CAGR revenue growth rate were to be in the 30%-50% range (instead of our estimate of 25%), Mobileye's fair value would come out to be ~$88B to ~$340B. At a $1T valuation, Tesla's implied 10-year CAGR revenue growth rate is ~50%. Since Mobileye is growing from a much smaller base, and considering the fact that it could become the industry standard for AV technology (by leveraging existing relationships with legacy automakers like Ford, BMW, and many others), I would imagine Mobileye has a better chance of delivering such hyper-growth than Tesla.\nEven after the spinoff of Mobileye, Intel would generate revenues of ~$73B in 2022 with virtually zero impact on its cash flow generation. Although Intel will lose one of its key assets in this transaction (not really, as Intel will still control Mobileye through a majority stake), the proceeds will help Intel's management execute its ambitious growth plans. Using conservative estimates, Intel (minus Mobileye) is still worth ~$70 per share (~$280B market cap) (this valuation exercise is available in my previous articles on Intel). Therefore, the Mobileye spinoff is very likely to unlock hidden value for Intel's shareholders.\nConcluding Thoughts\nWith Intel's market cap hovering at just about $200B, raising capital through stock issuance is not viable. Although Intel's balance sheet and free cash flow generation remain robust, the company is entering a heavy capex-spending cycle, which makes an additional debt raise troublesome. Mobileye is one of the faster-growing business lines at Intel. However, selling a small piece of it could yield a massive sum for Intel, which could be utilized toward Pat Gelsinger's ambitious growth plan for the company. According to my analysis, Mobileye could fetch a valuation of $50B-$100B in the current market environment, and I think Intel will end up raising ~$10B-$15B from the Mobileye IPO while retaining control of the company. I like this move from Intel's management as I can see significant value unlocking from this spinoff.\nIntel is a deeply undervalued cash cow that pays out a healthy, growing dividend. With the Mobileye IPO set to unlock some of Intel's hidden value, I expect to see big capital appreciation in Intel over the next 12-24 months. Therefore, I continue to rate Intel a strong buy at $50.\nKey Takeaway: I rate Intel a strong buy at $50.\nThanks for reading, and happy investing. Please share your thoughts, concerns, and/or questions in the comments section below.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1023,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607618872,"gmtCreate":1639532337931,"gmtModify":1639532338049,"author":{"id":"3575543125383677","authorId":"3575543125383677","name":"TheEndIsNear","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575543125383677","authorIdStr":"3575543125383677"},"themes":[],"htmlText":"If only I have deep pockets like Buffet 😊","listText":"If only I have deep pockets like Buffet 😊","text":"If only I have deep pockets like Buffet 😊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/607618872","repostId":"2191930972","repostType":4,"isVote":1,"tweetType":1,"viewCount":1189,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604701640,"gmtCreate":1639443247845,"gmtModify":1639443247965,"author":{"id":"3575543125383677","authorId":"3575543125383677","name":"TheEndIsNear","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575543125383677","authorIdStr":"3575543125383677"},"themes":[],"htmlText":"Follow Dow Jones","listText":"Follow Dow Jones","text":"Follow Dow Jones","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/604701640","repostId":"1153452688","repostType":4,"repost":{"id":"1153452688","kind":"news","pubTimestamp":1639440450,"share":"https://www.laohunote.com/m/news/1153452688?lang=&edition=full","pubTime":"2021-12-14 08:07","market":"sg","language":"en","title":"Singapore Stock Market May Take Further Damage On Tuesday","url":"https://stock-news.laohu8.com/highlight/detail?id=1153452688","media":"RTTNews","summary":"The Singapore stock market has finished lower in two straight sessions, sinking more than 20 points ","content":"<p>The Singapore stock market has finished lower in two straight sessions, sinking more than 20 points or 0.7 percent along the way. The Straits Times Index now sits just beneath the 3,120-point plateau and it may extend its losses on Tuesday.</p>\n<p>The global forecast for the Asian markets is negative, likely led lower by weakness from the oil and technology stocks. The European and U.S. markets were down and the Asian bourses are tipped to follow that lead.</p>\n<p>The STI finished modestly lower on Monday as losses from the financial shares and industrials were mitigated by support from the property sector.</p>\n<p>For the day, the index lost 15.66 points or 0.50 percent to finish at the daily low of 3,119.95 after peaking at 3,161.95. Volume was 1.7 billion shares worth 848.3 million Singapore dollars. There were 253 decliners and 202 gainers.</p>\n<p>Among the actives, Ascendas REIT skidded 0.68 percent, while CapitaLand Integrated Commercial Trust added 0.49 percent, City Developments advanced 0.72 percent, Dairy Farm International plunged 1.34 percent, DBS Group eased 0.19 percent, Genting Singapore sank 0.63 percent, Keppel Corp tanked 1.15 percent, Mapletree Commercial Trust surrendered 0.98 percent, Mapletree Logistics Trust tumbled 1.05 percent, Oversea-Chinese Banking Corporation fell 0.44 percent, SATS shed 0.51 percent, SembCorp Industries plummeted 2.49 percent, Singapore Airlines rose 0.20 percent, Singapore Exchange dropped 0.53 percent, Singapore Technologies Engineering slid 0.26 percent, SingTel retreated 0.82 percent, Thai Beverage jumped 1.50 percent, United Overseas Bank declined 0.86 percent, Wilmar International lost 0.48 percent and Comfort DelGro, Yangzijiang Shipbuilding, Singapore Press Holdings and Hongkong Land were unchanged.</p>\n<p>The lead from Wall Street is soft as the major averages opened in the red on Monday and stayed under water throughout the trading day.</p>\n<p>The Dow tumbled 320.04 points or 0.89 percent to finish at 35,650.95, while the NASDAQ sank 217.32 points or 1.39 percent to close at 15,413.28 and the S&P 500 lost 43.05 points or 0.91 percent to end at 4,668.97.</p>\n<p>The pullback on Wall Street reflected profit taking, as traders cashed in on some of the strength in the markets last week. The major averages all moved sharply higher last week, with the S&P 500 ending last Friday's trading at a new record closing high.</p>\n<p>Traders may also have been moving money out of stocks and into safer havens ahead of the Federal Reserve's money policy announcement on Wednesday.</p>\n<p>The Fed is expected to discuss accelerating the pace of tapering its asset purchase program, with reports suggesting the central bank could double the rate to $30 billion per month.</p>\n<p>Crude oil futures settled lower on Monday on concerns about the outlook for energy demand amid worries about the impact of the Omicron variant of the coronavirus. West Texas Intermediate Crude oil futures for January ended down by $0.38 or 0.5 percent at $71.29 a barrel.</p>","source":"lsy1626938412129","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>Singapore Stock Market May Take Further Damage On Tuesday</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\">\nSingapore Stock Market May Take Further Damage On Tuesday\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-14 08:07 GMT+8 <a href=https://www.rttnews.com/3248927/singapore-stock-market-may-take-further-damage-on-tuesday.aspx?type=glcom><strong>RTTNews</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Singapore stock market has finished lower in two straight sessions, sinking more than 20 points or 0.7 percent along the way. The Straits Times Index now sits just beneath the 3,120-point plateau ...</p>\n\n<a href=\"https://www.rttnews.com/3248927/singapore-stock-market-may-take-further-damage-on-tuesday.aspx?type=glcom\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STI.SI":"富时新加坡海峡指数"},"source_url":"https://www.rttnews.com/3248927/singapore-stock-market-may-take-further-damage-on-tuesday.aspx?type=glcom","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153452688","content_text":"The Singapore stock market has finished lower in two straight sessions, sinking more than 20 points or 0.7 percent along the way. The Straits Times Index now sits just beneath the 3,120-point plateau and it may extend its losses on Tuesday.\nThe global forecast for the Asian markets is negative, likely led lower by weakness from the oil and technology stocks. The European and U.S. markets were down and the Asian bourses are tipped to follow that lead.\nThe STI finished modestly lower on Monday as losses from the financial shares and industrials were mitigated by support from the property sector.\nFor the day, the index lost 15.66 points or 0.50 percent to finish at the daily low of 3,119.95 after peaking at 3,161.95. Volume was 1.7 billion shares worth 848.3 million Singapore dollars. There were 253 decliners and 202 gainers.\nAmong the actives, Ascendas REIT skidded 0.68 percent, while CapitaLand Integrated Commercial Trust added 0.49 percent, City Developments advanced 0.72 percent, Dairy Farm International plunged 1.34 percent, DBS Group eased 0.19 percent, Genting Singapore sank 0.63 percent, Keppel Corp tanked 1.15 percent, Mapletree Commercial Trust surrendered 0.98 percent, Mapletree Logistics Trust tumbled 1.05 percent, Oversea-Chinese Banking Corporation fell 0.44 percent, SATS shed 0.51 percent, SembCorp Industries plummeted 2.49 percent, Singapore Airlines rose 0.20 percent, Singapore Exchange dropped 0.53 percent, Singapore Technologies Engineering slid 0.26 percent, SingTel retreated 0.82 percent, Thai Beverage jumped 1.50 percent, United Overseas Bank declined 0.86 percent, Wilmar International lost 0.48 percent and Comfort DelGro, Yangzijiang Shipbuilding, Singapore Press Holdings and Hongkong Land were unchanged.\nThe lead from Wall Street is soft as the major averages opened in the red on Monday and stayed under water throughout the trading day.\nThe Dow tumbled 320.04 points or 0.89 percent to finish at 35,650.95, while the NASDAQ sank 217.32 points or 1.39 percent to close at 15,413.28 and the S&P 500 lost 43.05 points or 0.91 percent to end at 4,668.97.\nThe pullback on Wall Street reflected profit taking, as traders cashed in on some of the strength in the markets last week. The major averages all moved sharply higher last week, with the S&P 500 ending last Friday's trading at a new record closing high.\nTraders may also have been moving money out of stocks and into safer havens ahead of the Federal Reserve's money policy announcement on Wednesday.\nThe Fed is expected to discuss accelerating the pace of tapering its asset purchase program, with reports suggesting the central bank could double the rate to $30 billion per month.\nCrude oil futures settled lower on Monday on concerns about the outlook for energy demand amid worries about the impact of the Omicron variant of the coronavirus. West Texas Intermediate Crude oil futures for January ended down by $0.38 or 0.5 percent at $71.29 a barrel.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1498,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604805598,"gmtCreate":1639365182638,"gmtModify":1639365318950,"author":{"id":"3575543125383677","authorId":"3575543125383677","name":"TheEndIsNear","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575543125383677","authorIdStr":"3575543125383677"},"themes":[],"htmlText":"Omicron does not seem to impact Top Glove positively. 🤔","listText":"Omicron does not seem to impact Top Glove positively. 🤔","text":"Omicron does not seem to impact Top Glove positively. 🤔","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/604805598","repostId":"1198823118","repostType":4,"isVote":1,"tweetType":1,"viewCount":1676,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}