个人中心 - 老虎社区

CHUNGWAIQIAN

IP属地：未知

帖子 · 110帖子 · 110
关注 · 0关注 · 0
粉丝 · 0粉丝 · 0

- CHUNGWAIQIANCHUNGWAIQIAN
  ·2021-08-11
  Pls like
  Elon Musk’s SpaceX Could Be an Infrastructure Bill Loser. Here’s Why.
  There are unintended consequences to almost any decision. AndTeslaCEO Elon Musk’s SpaceX might be im
  Elon Musk’s SpaceX Could Be an Infrastructure Bill Loser. Here’s Why.
  349 1
  2
  分享
  举报
- CHUNGWAIQIANCHUNGWAIQIAN
  ·2021-07-28
  Pls like
  How Plug Power Could Generate 7x Returns Over The Next Decade
  Summary PLUG is a leading hydrogen fuel cell turnkey provider in North American and European market
  How Plug Power Could Generate 7x Returns Over The Next Decade
  454 1
  4
  分享
  举报
- CHUNGWAIQIANCHUNGWAIQIAN
  ·2021-07-26
  Pls like
  Tesla Reports Earnings Today. Here's What Matters Most.
  Tesla is set to report second-quarter earnings Monday. Get ready for a very complicated report. The
  Tesla Reports Earnings Today. Here's What Matters Most.
  276 1
  3
  分享
  举报
- CHUNGWAIQIANCHUNGWAIQIAN
  ·2021-07-25
  Ok
  Is IBM Stock Undervalued Or Overvalued? What To Consider
  Summary IBM beat analysts’ second-quarter earnings as cloud revenue and operating margins improved.
  Is IBM Stock Undervalued Or Overvalued? What To Consider
  486 1
  4
  分享
  举报
- CHUNGWAIQIANCHUNGWAIQIAN
  ·2021-07-24
  Pls like
  Tesla Earnings Are Coming. Here’s the One Number That Matters.
  Tesla’s second-quarter earnings are just around the corner, and investors should gear up for a likel
  Tesla Earnings Are Coming. Here’s the One Number That Matters.
  448 2
  9
  分享
  举报
- CHUNGWAIQIANCHUNGWAIQIAN
  ·2021-07-23
  Pls like
  非常抱歉，此主贴已删除
  403 评论
  4
  分享
  举报
- CHUNGWAIQIANCHUNGWAIQIAN
  ·2021-07-23
  Pls like
  非常抱歉，此主贴已删除
  399 评论
  3
  分享
  举报
- CHUNGWAIQIANCHUNGWAIQIAN
  ·2021-07-22
  Pls like
  非常抱歉，此主贴已删除
  380 1
  11
  分享
  举报
- CHUNGWAIQIANCHUNGWAIQIAN
  ·2021-07-21
  Pls like
  非常抱歉，此主贴已删除
  507 1
  5
  分享
  举报
- CHUNGWAIQIANCHUNGWAIQIAN
  ·2021-07-20
  Pls like
  非常抱歉，此主贴已删除
  618 1
  4
  分享
  举报

热议股票

{"i18n":{"language":"zh_CN"},"isCurrentUser":false,"userPageInfo":{"id":"3577542115836824","uuid":"3577542115836824","gmtCreate":1614449952479,"gmtModify":1616559616729,"name":"CHUNGWAIQIAN","pinyin":"chungwaiqian","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.tigerbbs.com/a31f56452fb34c4653d7867c48355ad8","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":6,"headSize":273,"tweetSize":110,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖（非转发）","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-2","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"资深虎友","description":"加入老虎社区1000天","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.12.01","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"228c86a078844d74991fff2b7ab2428d-1","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资经理虎","description":"证券账户累计交易金额达到10万美元","bigImgUrl":"https://static.tigerbbs.com/c8dfc27c1ee0e25db1c93e9d0b641101","smallImgUrl":"https://static.tigerbbs.com/f43908c142f8a33c78f5bdf0e2897488","grayImgUrl":"https://static.tigerbbs.com/82165ff19cb8a786e8919f92acee5213","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.07.14","exceedPercentage":"61.00%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"35ec162348d5460f88c959321e554969-1","templateUuid":"35ec162348d5460f88c959321e554969","name":"精英交易员","description":"证券或期货账户累计交易次数达到30次","bigImgUrl":"https://static.tigerbbs.com/ab0f87127c854ce3191a752d57b46edc","smallImgUrl":"https://static.tigerbbs.com/c9835ce48b8c8743566d344ac7a7ba8c","grayImgUrl":"https://static.tigerbbs.com/76754b53ce7a90019f132c1d2fbc698f","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.05.11","exceedPercentage":"60.45%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":4,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":2,"crmLevelSwitch":0,"location":"未知","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"page":1,"watchlist":null,"tweetList":[{"id":892236288,"gmtCreate":1628662748944,"gmtModify":1631890760638,"author":{"id":"3577542115836824","authorId":"3577542115836824","name":"CHUNGWAIQIAN","avatar":"https://static.tigerbbs.com/a31f56452fb34c4653d7867c48355ad8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577542115836824","idStr":"3577542115836824"},"themes":[],"htmlText":"Pls like&nbsp;","listText":"Pls like&nbsp;","text":"Pls like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/892236288","repostId":"1115544672","repostType":4,"repost":{"id":"1115544672","kind":"news","pubTimestamp":1628652297,"share":"https://www.laohunote.com/m/news/1115544672?lang=&edition=full","pubTime":"2021-08-11 11:24","market":"us","language":"en","title":"Elon Musk’s SpaceX Could Be an Infrastructure Bill Loser. Here’s Why.","url":"https://stock-news.laohu8.com/highlight/detail?id=1115544672","media":"Market Wacth","summary":"There are unintended consequences to almost any decision. AndTeslaCEO Elon Musk’s SpaceX might be im","content":"<p>There are unintended consequences to almost any decision. AndTeslaCEO Elon Musk’s SpaceX might be impacted by <a href=\"https://laohu8.com/S/AONE.U\">one</a> of them.</p>\n<p>The2,700-plus-page trillion-dollar infrastructure package moving its way through the U.S. Senate has about $65 billion pegged for ruralbroadband internet. That’s surely a good thing. In this modern world, everyone needs high-speed internet access for work, learning, and, frankly, streamingNetflix(ticker: NFLX).</p>\n<p>The bill would help companies likeAT&amp;T(T) andCharter <a href=\"https://laohu8.com/S/JCS\">Communications</a>(CHTR) deliver coverage to rural areas. AT&amp;T CEOJohn Stankeycalled the benefits of a potential infrastructure bill “icing on the cake” back in April. But AT&amp;T may not even need the support. “I think we can move forward without this policy to deliver to you what we said we were going to deliver,” the CEO said.</p>\n<p>In the end, funding for broadband technology may actually hurt the next generation of high-speed internet technology—or make it harder for new tech to compete.</p>\n<p>SpaceXwants to offer high-speed, space-based internet to the masses.Elon Musk’sspace company has launched hundreds of its smallStarlink satellitesinto low earth orbit.</p>\n<p>The SpaceX broadband business could be worth$42 billion, according to <a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a> analystAdam Jonas. That was his estimate about a year ago. SpaceX isn’t a publicly traded company, and analysts don’t frequently update numbers for private firms—if they maintain any at all.</p>\n<p>Whatever the Starlink number is today, it’s a big part of the$74 billionprivate market valuation SpaceX reached in early 2021.</p>\n<p>Starlink can, in theory, deliver internet anywhere, but it is better in rural areas, according to Musk. Now Starlink may have a healthier competitor—the existing broadband industry, with a $65 billion subsidy.</p>\n<p>Yet the subsidy might not change the competitive position all that much. The economics of the space-based internet offerings isn’t set in stone. Jonas assumes Starlink will charge about $25 to $50 a month for its high-speed internet service. That, however, is an early estimate and doesn’t really consider regional differences and customers’ ability to pay around the globe.</p>\n<p>The broadband players, of course, also have existing businesses that make money. Those profits could be used to subsidize any rural initiatives. Business is complicated. Government decisions sometimes add to the complexity. That is one thing lawmakers might want to consider when deciding who gets taxpayer money.</p>","source":"lsy1604288433698","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>Elon Musk’s SpaceX Could Be an Infrastructure Bill Loser. Here’s Why.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nElon Musk’s SpaceX Could Be an Infrastructure Bill Loser. Here’s Why.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-11 11:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/articles/how-this-infrastructure-bill-will-hurt-spacex-51628006007?mod=home-page><strong>Market Wacth</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>There are unintended consequences to almost any decision. AndTeslaCEO Elon Musk’s SpaceX might be impacted by one of them.\nThe2,700-plus-page trillion-dollar infrastructure package moving its way ...</p>\n\n<a href=\"https://www.marketwatch.com/articles/how-this-infrastructure-bill-will-hurt-spacex-51628006007?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPCE":"维珍银河","TSLA":"特斯拉"},"source_url":"https://www.marketwatch.com/articles/how-this-infrastructure-bill-will-hurt-spacex-51628006007?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115544672","content_text":"There are unintended consequences to almost any decision. AndTeslaCEO Elon Musk’s SpaceX might be impacted by one of them.\nThe2,700-plus-page trillion-dollar infrastructure package moving its way through the U.S. Senate has about $65 billion pegged for ruralbroadband internet. That’s surely a good thing. In this modern world, everyone needs high-speed internet access for work, learning, and, frankly, streamingNetflix(ticker: NFLX).\nThe bill would help companies likeAT&T(T) andCharter Communications(CHTR) deliver coverage to rural areas. AT&T CEOJohn Stankeycalled the benefits of a potential infrastructure bill “icing on the cake” back in April. But AT&T may not even need the support. “I think we can move forward without this policy to deliver to you what we said we were going to deliver,” the CEO said.\nIn the end, funding for broadband technology may actually hurt the next generation of high-speed internet technology—or make it harder for new tech to compete.\nSpaceXwants to offer high-speed, space-based internet to the masses.Elon Musk’sspace company has launched hundreds of its smallStarlink satellitesinto low earth orbit.\nThe SpaceX broadband business could be worth$42 billion, according to Morgan Stanley analystAdam Jonas. That was his estimate about a year ago. SpaceX isn’t a publicly traded company, and analysts don’t frequently update numbers for private firms—if they maintain any at all.\nWhatever the Starlink number is today, it’s a big part of the$74 billionprivate market valuation SpaceX reached in early 2021.\nStarlink can, in theory, deliver internet anywhere, but it is better in rural areas, according to Musk. Now Starlink may have a healthier competitor—the existing broadband industry, with a $65 billion subsidy.\nYet the subsidy might not change the competitive position all that much. The economics of the space-based internet offerings isn’t set in stone. Jonas assumes Starlink will charge about $25 to $50 a month for its high-speed internet service. That, however, is an early estimate and doesn’t really consider regional differences and customers’ ability to pay around the globe.\nThe broadband players, of course, also have existing businesses that make money. Those profits could be used to subsidize any rural initiatives. Business is complicated. Government decisions sometimes add to the complexity. That is one thing lawmakers might want to consider when deciding who gets taxpayer money.","news_type":1},"isVote":1,"tweetType":1,"viewCount":349,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803927716,"gmtCreate":1627402955035,"gmtModify":1631890760650,"author":{"id":"3577542115836824","authorId":"3577542115836824","name":"CHUNGWAIQIAN","avatar":"https://static.tigerbbs.com/a31f56452fb34c4653d7867c48355ad8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577542115836824","idStr":"3577542115836824"},"themes":[],"htmlText":"Pls like","listText":"Pls like","text":"Pls like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/803927716","repostId":"1165178450","repostType":4,"repost":{"id":"1165178450","kind":"news","pubTimestamp":1627399581,"share":"https://www.laohunote.com/m/news/1165178450?lang=&edition=full","pubTime":"2021-07-27 23:26","market":"us","language":"en","title":"How Plug Power Could Generate 7x Returns Over The Next Decade","url":"https://stock-news.laohu8.com/highlight/detail?id=1165178450","media":"seekingalpha","summary":"Summary\n\nPLUG is a leading hydrogen fuel cell turnkey provider in North American and European market","content":"<p><b>Summary</b></p>\n<ul>\n <li>PLUG is a leading hydrogen fuel cell turnkey provider in North American and European markets.</li>\n <li>The company boasts advanced technology and strong growth momentum.</li>\n <li>We outline the company's path to growing from a $15 billion market cap to a $100 billion market cap over the next decade.</li>\n <li>That said, PLUG still faces significant risks to its thesis that investors should keep in mind.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/06bea0bef6d6ac8eab14c3fceb2cccae\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>JONGHO SHIN/iStock via Getty Images</span></p>\n<p>Plug Power (PLUG) is a leading hydrogen fuel cell turnkey provider in North American and European markets. The company boasts advanced technology and strong growth momentum which should propel it to significant appreciation over the long term. In this article we outline the company's path to growing from a $15 billion market cap to a $100 billion market cap (nearly 7x returns) over the next decade.</p>\n<p><b>#1. Addressable Market Potential</b></p>\n<p>With the&nbsp;massive tailwinds&nbsp;for green energy and ESG investing at the moment, the hydrogen fuel cell market is likely to enjoy strong growth momentum for many years to come.</p>\n<p>First and foremost, the Biden administration has executed an aggressive about-face from the previous administration in its disposition towards clean energy and fossil fuels. Between executive orders and rejoining the Paris Climate Accords, the U.S. Government is increasingly incentivizing green energy investment and consumption. The European Union and China are also increasingly headed in this direction.</p>\n<p>Second, the ESG investing movement has taken off to where it now accounts for an astonishing&nbsp;one-third of total assets under management&nbsp;in the United States. Given that so much capital is attracted to environmentally friendly investments, companies across the board - including in the hydrocarbon sector - are increasingly adopting policies that appeal to the environmentally-conscious investor.</p>\n<p>Third, the disruption and transformation of the automotive industry to reduce emissions is driving strong demand for new fuel technologies.</p>\n<p>Finally - largely due to the heavy investment and market demand - green technologies such as hydrogen fuel cells are&nbsp;seeing costs decline dramatically, making them increasingly competitive on the marketplace.</p>\n<p>All of this should lead to continued strong growth in the sector. In fact, U.S. Hydrogen demand is&nbsp;expected&nbsp;to be 17 million metric tons per year by 2030 and 63 million metric tons by 2050, which is pretty substantial growth from the 10 million metric tons consumed in the U.S. last year. Globally, the hydrogen generation industry is&nbsp;expected&nbsp;to reach $201 billion by 2025 and should continue to grow rapidly in the decades to follow similar to how it is expected to grow in the U.S.</p>\n<p><img src=\"https://static.tigerbbs.com/0541b1fd23777a900f3e1a1102206d7b\" tg-width=\"824\" tg-height=\"514\" width=\"100%\" height=\"auto\"></p>\n<p><b>#2. Market Share Drivers</b></p>\n<p>We believe that PLUG has a strong chance at capturing a sizable portion of this massive addressable market for the following reasons.</p>\n<p>First and foremost, it has advanced technology and early mover advantages in the space. It owns numerous hydrogen energy systems including proton exchange membrane fuel cells, hybrid batteries, hydrogen storage, hydrogen dispensing, and fuel processing. Its flagship product is the electric vehicle focused GenDrive system that is complemented by their GenFuel and GenCare systems.</p>\n<p>Second of all, it has a foothold in both North America and Europe which means that it has significantly more growth potential than if it was solely focused on a single continent. In fact, North America and Europe are likely to be the leaders in Hydrogen adaptation for the foreseeable future, so PLUG is well-positioned to capture a significant portion of the global market share.</p>\n<p>Third, PLUG has strong growth momentum right now and is winning business from some of the biggest companies in the world, including Amazon (AMZN), Walmart (WMT), Home Depot (HD), and General Motors (GM) either currently using their products or expected to become customers in the near future. As a result, we expect the 76% year-over-year revenue growth in its most recent&nbsp;quarterly report&nbsp;(128% year-over-year growth in their fuel cell systems and related infrastructure segment) to be sustainable for the foreseeable future.</p>\n<p>In fact,analysts expect&nbsp;revenue to grow by 57% in 2022, which should push the company to EBITDA profitability.</p>\n<p><b>#3. Valuation</b></p>\n<p>While PLUG certainly operates in a hot industry and has numerous drivers that should enable it to capture significant market share, the company is also not cheap as it is currently running a loss.</p>\n<p>On the other hand, its EV/revenue figure is not outlandish given their growth runway as PLUG currently trades at 29.8x expected 2021 sales and 21x expected 2022 sales.</p>\n<p>In fact, with a product gross margin of 38% that expanded by a whopping 600 basis points in PLUG's most recent earnings release, its profitability potential is significant. Overall, PLUG's gross margin is expected to be a fairly weak 9.71% in 2021, but is expected to nearly double in 2022 to 18.93%. This is also a massive increase from 2017 when the gross margin was a mere 1.2%. The EBITDA margin is also expected to be a somewhat respectable 10.7% in 2022 as well.</p>\n<p>If PLUG can continue to leverage its strong technology and massive expected economies of scale in the coming years, we think it is reasonable for it to push gross margins to 30% and net margins to 20% by 2032. Meanwhile, if it can capture even just 3% of global hydrogen market share by 2032 and the global market reaches roughly $390 billion by then (it is expected to exceed $200 billion by 2025 and will likely be growing by around 10% per year at least for the foreseeable future), PLUG should be generating $11.7 billion in revenues by 2032. That would assume a 31.9% revenue CAGR between 2022 and 2032, which we also believe is quite reasonable given its aforementioned growth momentum and competitive strengths.</p>\n<p>At a 20% net margin, that would put its net earnings at over $2.3 billion in 2032, which would require a 42.7x price to earnings multiple to warrant a $100 billion market cap. Is this a reasonable multiple? It depends a lot on interest rates, but, given that the current S&amp;P 500 (SPY) multiple is ~31x and PLUG's growth rate and growth runway will likely still be vastly superior to where the S&amp;P 500's is today, it certainly does not seem too far-fetched to us.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/02cad870534d53e0544cd0389c837b1d\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p><b>#4. Risks</b></p>\n<p>If this model pans out how we think it could, PLUG is a very attractive buy on the latest pullback.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9e86493a3f4fcb61e8bec0de36f0f9b7\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p>Of course, it assumes that PLUG will be able to overcome several risks, so investors should keep in mind that it remains a very speculative investment at this point.</p>\n<p>First and foremost, it will demand that PLUG can maintain highly competitive technology in a space that is almost certain to grow increasingly competitive in the years to come.</p>\n<p>Additionally, PLUG will need to balance investing in recruiting the best talent in the industry to sustain and increase its technological edge with investing in effective marketing while also avoiding diluting shareholders or running up a big debt burden. Given that it is not yet free cash flow positive, this could prove challenging in the short term. That said, their nearly $4.8 billion in cash and cash equivalents on hand should enable it to reach free cash flow positivity without stressing its balance sheet.</p>\n<p>Third, hydrogen power has not been without its critics over the years, most notably Tesla's (TSLA) founder and CEO Elon Musk. The wildly popular and visionary entrepreneur&nbsp;argued&nbsp;that using hydrogen to store energy can never be as efficient as storing electricity in a battery. In fact, he has gone so far as to say that using hydrogen fuel cells (which he calls \"fool cells\") to power vehicles is \"mind-bogglingly stupid.\" Obviously many individuals and corporations disagree with Musk's assessment and he has a clear incentive to try to discredit the technology, but this should still be viewed as a significant risk to keep an eye on. If hydrogen were to fall out of favor, it would significantly reduce the upside for PLUG and could even lead to permanent impairments from current levels if severe enough.</p>\n<p><b>Investor Takeaway</b></p>\n<p>PLUG is a competitively positioned company in a rapidly-growing industry. Not only that, but the industry's growth runway looks promising for many decades to come. With advanced technology, early mover advantages, and a foothold on the two most fertile continents for Hydrogen technology, PLUG should be able to generate strong revenue growth for a long time to come.</p>\n<p>Given our assumptions outlined in this article, we think that PLUG could very possibly achieve a $100 billion market cap in about a decade. This would represent a 667% total return (20.9% CAGR) over that span assuming no further share dilution.</p>\n<p>That said, PLUG is also far from a conservative sleep well at night stock and investors should keep in mind that its current valuation assumes significant future growth and an ability to scale into profitability. It also assumes that it will retain a strong technological moat which will enable it to increase gross margins over time.</p>\n<p>Overall, we rate PLUG a speculative buy at this point.</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>How Plug Power Could Generate 7x Returns Over The Next Decade</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\">\nHow Plug Power Could Generate 7x Returns Over The Next Decade\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-27 23:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4441600-plug-power-could-generate-7x-returns-over-the-next-decade><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nPLUG is a leading hydrogen fuel cell turnkey provider in North American and European markets.\nThe company boasts advanced technology and strong growth momentum.\nWe outline the company's path ...</p>\n\n<a href=\"https://seekingalpha.com/article/4441600-plug-power-could-generate-7x-returns-over-the-next-decade\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLUG":"普拉格能源"},"source_url":"https://seekingalpha.com/article/4441600-plug-power-could-generate-7x-returns-over-the-next-decade","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165178450","content_text":"Summary\n\nPLUG is a leading hydrogen fuel cell turnkey provider in North American and European markets.\nThe company boasts advanced technology and strong growth momentum.\nWe outline the company's path to growing from a $15 billion market cap to a $100 billion market cap over the next decade.\nThat said, PLUG still faces significant risks to its thesis that investors should keep in mind.\n\nJONGHO SHIN/iStock via Getty Images\nPlug Power (PLUG) is a leading hydrogen fuel cell turnkey provider in North American and European markets. The company boasts advanced technology and strong growth momentum which should propel it to significant appreciation over the long term. In this article we outline the company's path to growing from a $15 billion market cap to a $100 billion market cap (nearly 7x returns) over the next decade.\n#1. Addressable Market Potential\nWith the massive tailwinds for green energy and ESG investing at the moment, the hydrogen fuel cell market is likely to enjoy strong growth momentum for many years to come.\nFirst and foremost, the Biden administration has executed an aggressive about-face from the previous administration in its disposition towards clean energy and fossil fuels. Between executive orders and rejoining the Paris Climate Accords, the U.S. Government is increasingly incentivizing green energy investment and consumption. The European Union and China are also increasingly headed in this direction.\nSecond, the ESG investing movement has taken off to where it now accounts for an astonishing one-third of total assets under management in the United States. Given that so much capital is attracted to environmentally friendly investments, companies across the board - including in the hydrocarbon sector - are increasingly adopting policies that appeal to the environmentally-conscious investor.\nThird, the disruption and transformation of the automotive industry to reduce emissions is driving strong demand for new fuel technologies.\nFinally - largely due to the heavy investment and market demand - green technologies such as hydrogen fuel cells are seeing costs decline dramatically, making them increasingly competitive on the marketplace.\nAll of this should lead to continued strong growth in the sector. In fact, U.S. Hydrogen demand is expected to be 17 million metric tons per year by 2030 and 63 million metric tons by 2050, which is pretty substantial growth from the 10 million metric tons consumed in the U.S. last year. Globally, the hydrogen generation industry is expected to reach $201 billion by 2025 and should continue to grow rapidly in the decades to follow similar to how it is expected to grow in the U.S.\n\n#2. Market Share Drivers\nWe believe that PLUG has a strong chance at capturing a sizable portion of this massive addressable market for the following reasons.\nFirst and foremost, it has advanced technology and early mover advantages in the space. It owns numerous hydrogen energy systems including proton exchange membrane fuel cells, hybrid batteries, hydrogen storage, hydrogen dispensing, and fuel processing. Its flagship product is the electric vehicle focused GenDrive system that is complemented by their GenFuel and GenCare systems.\nSecond of all, it has a foothold in both North America and Europe which means that it has significantly more growth potential than if it was solely focused on a single continent. In fact, North America and Europe are likely to be the leaders in Hydrogen adaptation for the foreseeable future, so PLUG is well-positioned to capture a significant portion of the global market share.\nThird, PLUG has strong growth momentum right now and is winning business from some of the biggest companies in the world, including Amazon (AMZN), Walmart (WMT), Home Depot (HD), and General Motors (GM) either currently using their products or expected to become customers in the near future. As a result, we expect the 76% year-over-year revenue growth in its most recent quarterly report (128% year-over-year growth in their fuel cell systems and related infrastructure segment) to be sustainable for the foreseeable future.\nIn fact,analysts expect revenue to grow by 57% in 2022, which should push the company to EBITDA profitability.\n#3. Valuation\nWhile PLUG certainly operates in a hot industry and has numerous drivers that should enable it to capture significant market share, the company is also not cheap as it is currently running a loss.\nOn the other hand, its EV/revenue figure is not outlandish given their growth runway as PLUG currently trades at 29.8x expected 2021 sales and 21x expected 2022 sales.\nIn fact, with a product gross margin of 38% that expanded by a whopping 600 basis points in PLUG's most recent earnings release, its profitability potential is significant. Overall, PLUG's gross margin is expected to be a fairly weak 9.71% in 2021, but is expected to nearly double in 2022 to 18.93%. This is also a massive increase from 2017 when the gross margin was a mere 1.2%. The EBITDA margin is also expected to be a somewhat respectable 10.7% in 2022 as well.\nIf PLUG can continue to leverage its strong technology and massive expected economies of scale in the coming years, we think it is reasonable for it to push gross margins to 30% and net margins to 20% by 2032. Meanwhile, if it can capture even just 3% of global hydrogen market share by 2032 and the global market reaches roughly $390 billion by then (it is expected to exceed $200 billion by 2025 and will likely be growing by around 10% per year at least for the foreseeable future), PLUG should be generating $11.7 billion in revenues by 2032. That would assume a 31.9% revenue CAGR between 2022 and 2032, which we also believe is quite reasonable given its aforementioned growth momentum and competitive strengths.\nAt a 20% net margin, that would put its net earnings at over $2.3 billion in 2032, which would require a 42.7x price to earnings multiple to warrant a $100 billion market cap. Is this a reasonable multiple? It depends a lot on interest rates, but, given that the current S&P 500 (SPY) multiple is ~31x and PLUG's growth rate and growth runway will likely still be vastly superior to where the S&P 500's is today, it certainly does not seem too far-fetched to us.\nData by YCharts\n#4. Risks\nIf this model pans out how we think it could, PLUG is a very attractive buy on the latest pullback.\nData by YCharts\nOf course, it assumes that PLUG will be able to overcome several risks, so investors should keep in mind that it remains a very speculative investment at this point.\nFirst and foremost, it will demand that PLUG can maintain highly competitive technology in a space that is almost certain to grow increasingly competitive in the years to come.\nAdditionally, PLUG will need to balance investing in recruiting the best talent in the industry to sustain and increase its technological edge with investing in effective marketing while also avoiding diluting shareholders or running up a big debt burden. Given that it is not yet free cash flow positive, this could prove challenging in the short term. That said, their nearly $4.8 billion in cash and cash equivalents on hand should enable it to reach free cash flow positivity without stressing its balance sheet.\nThird, hydrogen power has not been without its critics over the years, most notably Tesla's (TSLA) founder and CEO Elon Musk. The wildly popular and visionary entrepreneur argued that using hydrogen to store energy can never be as efficient as storing electricity in a battery. In fact, he has gone so far as to say that using hydrogen fuel cells (which he calls \"fool cells\") to power vehicles is \"mind-bogglingly stupid.\" Obviously many individuals and corporations disagree with Musk's assessment and he has a clear incentive to try to discredit the technology, but this should still be viewed as a significant risk to keep an eye on. If hydrogen were to fall out of favor, it would significantly reduce the upside for PLUG and could even lead to permanent impairments from current levels if severe enough.\nInvestor Takeaway\nPLUG is a competitively positioned company in a rapidly-growing industry. Not only that, but the industry's growth runway looks promising for many decades to come. With advanced technology, early mover advantages, and a foothold on the two most fertile continents for Hydrogen technology, PLUG should be able to generate strong revenue growth for a long time to come.\nGiven our assumptions outlined in this article, we think that PLUG could very possibly achieve a $100 billion market cap in about a decade. This would represent a 667% total return (20.9% CAGR) over that span assuming no further share dilution.\nThat said, PLUG is also far from a conservative sleep well at night stock and investors should keep in mind that its current valuation assumes significant future growth and an ability to scale into profitability. It also assumes that it will retain a strong technological moat which will enable it to increase gross margins over time.\nOverall, we rate PLUG a speculative buy at this point.","news_type":1},"isVote":1,"tweetType":1,"viewCount":454,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800856070,"gmtCreate":1627292827890,"gmtModify":1631890760664,"author":{"id":"3577542115836824","authorId":"3577542115836824","name":"CHUNGWAIQIAN","avatar":"https://static.tigerbbs.com/a31f56452fb34c4653d7867c48355ad8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577542115836824","idStr":"3577542115836824"},"themes":[],"htmlText":"Pls like","listText":"Pls like","text":"Pls like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/800856070","repostId":"1151724613","repostType":4,"repost":{"id":"1151724613","kind":"news","pubTimestamp":1627292512,"share":"https://www.laohunote.com/m/news/1151724613?lang=&edition=full","pubTime":"2021-07-26 17:41","market":"us","language":"en","title":"Tesla Reports Earnings Today. Here's What Matters Most.","url":"https://stock-news.laohu8.com/highlight/detail?id=1151724613","media":"Barrons","summary":"Tesla is set to report second-quarter earnings Monday. Get ready for a very complicated report.\nThe ","content":"<p>Tesla is set to report second-quarter earnings Monday. Get ready for a very complicated report.</p>\n<p>The EV pioneer will report after the close of trading on Monday, July 26. Wall Street is looking for Tesla (ticker: TSLA) to report about 94 cents in per-share earnings from $11.5 billion in sales, according to FactSet. Beating analyst estimates is important, almost required, for any stock to remain stable in post-earnings trading. That’s true for Tesla as well.</p>\n<p>There will be a lot of moving parts, however, even more than usual for the world’s most valuable&nbsp;car company&nbsp;and its iconoclast CEO&nbsp;Elon Musk.</p>\n<p>Factors that will contribute to bottom-line earnings include the global&nbsp;semiconductor&nbsp;shortage,vehicle pricing, vehicle gross profit margins, and the level of profitability in Tesla’s battery storage business. In the end, however, investors will want to see a record in operating profits—no matter how it happens. That’s what could break shares out of their recent range.</p>\n<p><img src=\"https://static.tigerbbs.com/d908f359ce3333ed256684e007ff74d0\" tg-width=\"871\" tg-height=\"580\" width=\"100%\" height=\"auto\"></p>\n<p>Tesla reported more than $800 million in operating profits in the 2020 third quarter, and the stock more than doubled to around $860 in the three-month span that followed. But since operating profit growth largely paused in the subsequent quarters, shares have traded down from roughly $860 to around $640 recently. Profit stagnation has meant stock stagnation, too.</p>\n<p>The good news for Tesla bulls is Wall Street is projecting a fresh record: Operating profit is expected to be $835 million for the second quarter, driven by strong deliveries. The 2021 second quarter marked the first time Tesla delivered&nbsp;more than 200,000&nbsp;vehicles in a single quarter.</p>\n<p>After earnings are digested, there should be endless arguments among bulls and bears about the quality of earnings. For instance, one way Tesla generates sales is by selling regulatory credits—which it earns by producing more than its fair share of electric vehicles. The company generated $518 million in first-quarter credit sales, which helped Tesla&nbsp;beat earnings&nbsp;estimates. There is always debate about what is the “normal” amount of credit sales and when will those sales dry up. Eventually, both the bulls and bears expect other auto makers to sell their own EVs, cutting off that source of revenue for Tesla.</p>\n<p>There is also the issue&nbsp;of Bitcoin. Tesla recognized a small gain on its Bitcoin holdings in the first quarter, but the cryptocurrency’s prices have fallen by roughly half since their April peak. That means there is a chance of a small loss. How investors react is anyone’s guess, but don’t expect Tesla to sell out of its Bitcoin position. Musk continues to indicate his company will transact in the cryptocurrency when Bitcoin mining uses more sustainable power.</p>\n<p>Investors will also want to know when Tesla’s new Germany plant and Austin, Texas facility will start delivering cars. The Austin plant will build Tesla’s&nbsp;Cybertruck. There will also likely be questions about advances in Tesla’s driver-assistance functions—the company recently started selling its driver-assistance software&nbsp;as a subscription—and how much money the company could make from its charging network. Musk tweeted this week Tesla would open its&nbsp;charging network&nbsp;to other EVs down the road.</p>\n<p>Those topics and more should be discussed on the earnings&nbsp;conference call&nbsp;scheduled for 5:30 p.m. ET on Monday. Year to date, Tesla stock is down roughly 9%, trailing behind comparable 17% and 15% respective gains of the&nbsp;S&amp;P 500&nbsp;and&nbsp;Dow Jones Industrial Average.Still, Tesla shares have had a strong run, up about 112% over the past 12 months.</p>\n<p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Reports Earnings Today. Here's What Matters Most. </title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Reports Earnings Today. Here's What Matters Most. \n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-26 17:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/tesla-stock-earnings-preview-51627061822?mod=hp_LEADSUPP_3><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla is set to report second-quarter earnings Monday. Get ready for a very complicated report.\nThe EV pioneer will report after the close of trading on Monday, July 26. Wall Street is looking for ...</p>\n\n<a href=\"https://www.barrons.com/articles/tesla-stock-earnings-preview-51627061822?mod=hp_LEADSUPP_3\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/tesla-stock-earnings-preview-51627061822?mod=hp_LEADSUPP_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151724613","content_text":"Tesla is set to report second-quarter earnings Monday. Get ready for a very complicated report.\nThe EV pioneer will report after the close of trading on Monday, July 26. Wall Street is looking for Tesla (ticker: TSLA) to report about 94 cents in per-share earnings from $11.5 billion in sales, according to FactSet. Beating analyst estimates is important, almost required, for any stock to remain stable in post-earnings trading. That’s true for Tesla as well.\nThere will be a lot of moving parts, however, even more than usual for the world’s most valuable car company and its iconoclast CEO Elon Musk.\nFactors that will contribute to bottom-line earnings include the global semiconductor shortage,vehicle pricing, vehicle gross profit margins, and the level of profitability in Tesla’s battery storage business. In the end, however, investors will want to see a record in operating profits—no matter how it happens. That’s what could break shares out of their recent range.\n\nTesla reported more than $800 million in operating profits in the 2020 third quarter, and the stock more than doubled to around $860 in the three-month span that followed. But since operating profit growth largely paused in the subsequent quarters, shares have traded down from roughly $860 to around $640 recently. Profit stagnation has meant stock stagnation, too.\nThe good news for Tesla bulls is Wall Street is projecting a fresh record: Operating profit is expected to be $835 million for the second quarter, driven by strong deliveries. The 2021 second quarter marked the first time Tesla delivered more than 200,000 vehicles in a single quarter.\nAfter earnings are digested, there should be endless arguments among bulls and bears about the quality of earnings. For instance, one way Tesla generates sales is by selling regulatory credits—which it earns by producing more than its fair share of electric vehicles. The company generated $518 million in first-quarter credit sales, which helped Tesla beat earnings estimates. There is always debate about what is the “normal” amount of credit sales and when will those sales dry up. Eventually, both the bulls and bears expect other auto makers to sell their own EVs, cutting off that source of revenue for Tesla.\nThere is also the issue of Bitcoin. Tesla recognized a small gain on its Bitcoin holdings in the first quarter, but the cryptocurrency’s prices have fallen by roughly half since their April peak. That means there is a chance of a small loss. How investors react is anyone’s guess, but don’t expect Tesla to sell out of its Bitcoin position. Musk continues to indicate his company will transact in the cryptocurrency when Bitcoin mining uses more sustainable power.\nInvestors will also want to know when Tesla’s new Germany plant and Austin, Texas facility will start delivering cars. The Austin plant will build Tesla’s Cybertruck. There will also likely be questions about advances in Tesla’s driver-assistance functions—the company recently started selling its driver-assistance software as a subscription—and how much money the company could make from its charging network. Musk tweeted this week Tesla would open its charging network to other EVs down the road.\nThose topics and more should be discussed on the earnings conference call scheduled for 5:30 p.m. ET on Monday. Year to date, Tesla stock is down roughly 9%, trailing behind comparable 17% and 15% respective gains of the S&P 500 and Dow Jones Industrial Average.Still, Tesla shares have had a strong run, up about 112% over the past 12 months.","news_type":1},"isVote":1,"tweetType":1,"viewCount":276,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":177858222,"gmtCreate":1627198984166,"gmtModify":1631890760674,"author":{"id":"3577542115836824","authorId":"3577542115836824","name":"CHUNGWAIQIAN","avatar":"https://static.tigerbbs.com/a31f56452fb34c4653d7867c48355ad8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577542115836824","idStr":"3577542115836824"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/177858222","repostId":"1176552691","repostType":4,"repost":{"id":"1176552691","kind":"news","pubTimestamp":1627183789,"share":"https://www.laohunote.com/m/news/1176552691?lang=&edition=full","pubTime":"2021-07-25 11:29","market":"us","language":"en","title":"Is IBM Stock Undervalued Or Overvalued? What To Consider","url":"https://stock-news.laohu8.com/highlight/detail?id=1176552691","media":"seekingalpha","summary":"Summary\n\nIBM beat analysts’ second-quarter earnings as cloud revenue and operating margins improved.","content":"<p><b>Summary</b></p>\n<ul>\n <li>IBM beat analysts’ second-quarter earnings as cloud revenue and operating margins improved.</li>\n <li>Prior to Q1, IBM posted declining revenue for four consecutive quarters, and 30 of the last 34 quarters.</li>\n <li>More transparency is needed regarding the Kyndryl spinoff.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2c798e0536c6804d44b195f6f349fab5\" tg-width=\"1536\" tg-height=\"1044\" width=\"100%\" height=\"auto\"><span>Ethan Miller/Getty Images News</span></p>\n<p>International Business Machines Corporation (IBM) is a company in transition. Unfortunately for investors, the transition has been in place for the better part of a decade. Those turnaround efforts include investments in cloud computing and artificial intelligence and the divestiture of legacy businesses. While there are now signs of green shoots, it is yet to be seen as to whether the seeds sown have fallen on rocky ground.</p>\n<p>Although the company has a rapidly growing business in hybrid cloud offerings, and a potential growth engine in quantum computing, it faces intense competition in the former industry and uncertain prospects in the latter. Most of the firm’s other businesses are in the doldrums, so IBM’s growth prospects are opaque.</p>\n<p>What is certain is that as of today, IBM has a reasonable and diminishing debt load and strong free cash flow.</p>\n<p>Management is attempting to address growth concerns in part by focusing on the firm’s cloud offerings, while it spins off its managed infrastructure business. That company will be named Kyndryl. However, the debt which the new entity will shoulder, along with the portion of the current dividend that it will carry, has not been divulged.</p>\n<p><b>Recent Quarterly Results</b></p>\n<p>IBM&nbsp;reported&nbsp;Q2 results last Monday. With non-GAAP EPS of $2.33, the company beat estimates by $0.04.</p>\n<p>Revenue of $18.7 billion was flat when adjusted for currency and divestitures.</p>\n<p>The negative side of the report had Systems revenue declining by 7%. However, this was largely due to the normal IBM Z mainframe cycle, down 13% year over year.</p>\n<p>The global financing division, which represents a low single digit percentage of overall revenues, was down 9%. Global technology services, which represents roughly a third of overall revenue and will largely be spun off as Kyndryl, had flattish growth.</p>\n<p>The positive side of the report had Cloud &amp; Cognitive Software cloud revenue up 29% and Global Business Services cloud revenue up 35%. Total cloud revenue of $27 billion increased by 15% over the last 12 months, while cloud revenue grew 13% in the quarter to $7.0 billion.</p>\n<p>Net cash from operating activities hit $17.7 billion, and adjusted free cash flow totaled $11 billion over the last 12 months.</p>\n<p>Since year-end 2020, the company has reduced debt by $6.4 billion.</p>\n<p>Management guides for adjusted free cash flow of $11 billion to $12 billion in 2021.</p>\n<p><b>Where IBM Stands Tall</b></p>\n<p>IBM is viewed by many as at best a third rate IT company and at worst as a dinosaur, headed towards extinction.</p>\n<p>It is evident that the company’s revenues have declined for years; however, to accurately assess the stock, investors must understand that IBM’s legacy businesses have many strengths.</p>\n<p>For example, IBM is the world’s largest IT services company and the dominant provider of mainframes. Among the Fortune 50 companies, 47 are IBM clients.</p>\n<p>Half of the world’s wireless connections are handled by the firm.</p>\n<p>IBM's mainframe systems process nearly 90% of the globe’s credit card transactions, and 97% of the world's largest banks rely on IBM products and services. Consequently, twenty-nine billion ATM transactions are processed annually using IBM systems.</p>\n<p>Eight out of 10 global retailers rely on IBM products and services while 80% of the travel industry's reservations run through IBM systems. That results in 4 billion flight reservations being processed using the company’s IT services.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7ace4f1436fd2697c5ad266b5017e1dd\" tg-width=\"960\" tg-height=\"721\" width=\"100%\" height=\"auto\"><span>Source: Forbes</span></p>\n<p>It is evident that IBM has a massive customer base that provides large scale recurring revenues. In many cases, moving to competitors' offerings would mean risking the transfer of sensitive information, a move many are not willing to take.</p>\n<p>However, with the transition to cloud services and open source software, there is an increased adoption by firms of mix and match IT infrastructures. In turn, this is eroding IBM’s competitive advantage associated with customer switching costs.</p>\n<p><b>The Sources Of Potential Growth</b></p>\n<p>Investors are generally aware of IBM's effort to drive growth through its hybrid cloud offerings. However, when questioned at JPMorgan’s recent investor conference, CFO Jim Kavanaugh&nbsp;provided insight&nbsp;into how hybrid cloud drives revenue in some of IBM’s other divisions.</p>\n<blockquote>\n For every $1 (in business) we land on a hybrid cloud platform, we see $3 to $5 of software drag and $6 to $8 of services drag overall.\n</blockquote>\n<p>Of course, Kavanaugh is using drag to refer to increased revenue in software and services associated with adoption of IBM’s hybrid cloud. If Kavanaugh’s claims are accurate, that means every dollar spent on the company’s hybrid cloud platform translates into $9 to $13 in additional revenue from the firm’s software and services offerings.</p>\n<p>Because hybrid cloud uses a mix of on-premises private cloud and public cloud services, it offers clients a degree of data privacy. This is of particular concern for customers in healthcare and financial services. Consequently, I would posit that IBM might have an advantage in competing with other hybrid cloud providers as it has extensive relationships within those industries.</p>\n<p>I reviewed a variety of prognostications regarding projected growth rates for the hybrid cloud market. The most recent study, which also falls in the middle of other predictions, is by Mordor Intelligence. That firm&nbsp;forecasts&nbsp;a CAGR of 18.73% from 2021 through 2026.</p>\n<p>Investors should be aware that the major operators in this space are Cisco (CSCO), Hewlett Packard (HPE), Amazon (AMZN), Citrix Systems (CTXS), and IBM.</p>\n<p>The following chart provides a record of the firm’s total cloud growth over the last six quarters.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5fc85156e70f6caf8ae809f76126a723\" tg-width=\"576\" tg-height=\"336\" width=\"100%\" height=\"auto\"><span>Source: Company reports / Chart by Author</span></p>\n<p>Aside from cloud, there is another source of potential growth, although it is unlikely to materialize soon.</p>\n<p>Early in 2019, IBM&nbsp;introduced&nbsp;the Q System One. IBM Q systems are the world's first quantum computer designed for scientific and commercial use.</p>\n<p>Pardon the pun, but quantum computers represent a quantum leap in technology. Prescient And Strategic Intelligence&nbsp;forecasts&nbsp;a CAGR of 56% for the industry through 2030 with the quantum computer market share reaching nearly $65 billion.</p>\n<p>For additional insights regarding quantum computing and IBM’s position within that industry, I point you to&nbsp;my article, “IBM: Why My Eye Is Fixed On Big Blue.”</p>\n<p><b>Understanding Kyndryl</b></p>\n<p>Once&nbsp;Kyndryl&nbsp;is launched, it will have more than 90,000 employees and more than 4,600 customers in 115 countries. With a $60 billion services backlog, the new entity will begin with projected revenues of $19 billion. At twice the size of its closest competitor, the company will be the world’s largest managed infrastructure services provider.</p>\n<p>The split will&nbsp;transform&nbsp;IBM from a company that pulls half of its revenue from services to a firm with its software and solutions businesses generating over half of its revenue on a recurring basis.</p>\n<p>Global Business Services, which currently constitutes 22% of the company’s revenue, will&nbsp;account&nbsp;for over 40% of sales. Here it is important to note that the division grew revenue by 12% year over year in the last quarter.</p>\n<p>IBM will retain Red Hat and its solution provider business, the systems businesses, and its mission-critical public cloud service, and a software portfolio focused on big data, AI, and security.</p>\n<p>Initially, the two companies will each be the largest customer of the other.</p>\n<p>What remains to be known regarding the spinoff is how much debt each company will shoulder, and the share of the dividend that the companies will pay. Krishna stated the two companies will work together to sustain the current payout level.</p>\n<p><b>Has IBM Turned The Corner?</b></p>\n<p>Anyone who follows IBM knows the company has experienced an extended period of poor results. The following chart provides a record of the firm’s quarterly FCF over the last fourteen quarters.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/60cc8b82052f97dd449205999ee30711\" tg-width=\"577\" tg-height=\"337\" width=\"100%\" height=\"auto\"><span>Source: Data from ycharts / chart by author</span></p>\n<p>While this is not proof positive that the company is back on track, the recent trend is at least encouraging.</p>\n<p>In 2020, IBM generated $10.8 billion in free cash flow. Management guides for adjusted free cash flow of $11 billion to $12 billion in 2021. This excludes $3 billion in structural impacts related to the Kyndryl spinoff.</p>\n<p>The CEO&nbsp;recently stated&nbsp;he expects IBM to generate $12 billion to $13 billion in FCF in 2022.</p>\n<p><b>Debt And Dividend</b></p>\n<p>While investors can rightfully complain of a variety of management moves over the years, the firm has maintained a reasonable debt profile while engaging in a number of acquisitions.</p>\n<p>The company has reduced the debt by roughly $18 billion since its peak in mid-2019. IBM maintains an investment level credit rating, and the following chart provides a record of the company’s progress paying down debt of late.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b73e613157c486a5f5e8306546121971\" tg-width=\"1280\" tg-height=\"720\" width=\"100%\" height=\"auto\"><span>Source: IBM Presentation</span></p>\n<p>IBM has a yield of 4.64%, a payout ratio a bit below 61%, and a 5 year dividend growth rate of 4.26%. As previously noted, following the spinoff of Kyndryl, the two companies will team to provide a payout equivalent to the current dividend.</p>\n<p><b>Is IBM Stock Overvalued?</b></p>\n<p>IBM shares trade for $141.13. The average 12 month price target of 8 analysts is $153.50. The price target of the 3 analysts rating the stock since the last earnings report is $151.33.</p>\n<p>IBM has a P/E of 24.05x and a forward P/E of 17.67x. This compares to its five year averages of 16.42x and 13.25x respectively. It is well below the sector average which is in the low thirties for both metrics.</p>\n<p>The 3 to 5 year PEG provided by Seeking Alpha Premium is 1.16x. Schwab calculates a PEG of 1.49x, and Yahoo does not provide a PEG ratio.</p>\n<p>I believe the current P/E ratios for the stock reflect investors anticipating increased growth for IBM once the spinoff is complete. The PEG ratios show the stock is reasonably valued.</p>\n<p><b>Is IBM Stock A Good Long-Term Investment?</b></p>\n<p>IBM has an entrenched but evolving position among many of the largest companies on the globe. Unfortunately, the cloud, which is seen as the company’s primary avenue for growth, could also lead to a slow deterioration in some of the firm’s legacy businesses.</p>\n<p>That the cloud business has been growing at a rapid pace is manifest: IBM can now boast of over 3,200 clients using the firm’s hybrid cloud platform. That is nearly four times the number just prior to the Red Hat acquisition.</p>\n<p>If management’s claims are accurate, the hybrid cloud platform will create robust growth in the software and services division’s revenues. When combined with the spinoff of Kyndryl’s slow growing managed infrastructure services business, it is reasonable to believe IBM will witness increased growth.</p>\n<p>IBM has a solid balance sheet, a robust yield, and when viewed using PEG ratios as a basis for valuing the stock, the shares are trading at a bit of a discount.</p>\n<p>All considered, I rate IBM as a BUY.</p>\n<p>I think the worst case short to mid-term scenario is that the company experiences slow growth while investors collect a rather robust dividend.</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>Is IBM Stock Undervalued Or Overvalued? What To Consider</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\">\nIs IBM Stock Undervalued Or Overvalued? What To Consider\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-25 11:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4440996-is-ibm-stock-undervalued-overvalued><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nIBM beat analysts’ second-quarter earnings as cloud revenue and operating margins improved.\nPrior to Q1, IBM posted declining revenue for four consecutive quarters, and 30 of the last 34 ...</p>\n\n<a href=\"https://seekingalpha.com/article/4440996-is-ibm-stock-undervalued-overvalued\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IBM":"IBM"},"source_url":"https://seekingalpha.com/article/4440996-is-ibm-stock-undervalued-overvalued","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176552691","content_text":"Summary\n\nIBM beat analysts’ second-quarter earnings as cloud revenue and operating margins improved.\nPrior to Q1, IBM posted declining revenue for four consecutive quarters, and 30 of the last 34 quarters.\nMore transparency is needed regarding the Kyndryl spinoff.\n\nEthan Miller/Getty Images News\nInternational Business Machines Corporation (IBM) is a company in transition. Unfortunately for investors, the transition has been in place for the better part of a decade. Those turnaround efforts include investments in cloud computing and artificial intelligence and the divestiture of legacy businesses. While there are now signs of green shoots, it is yet to be seen as to whether the seeds sown have fallen on rocky ground.\nAlthough the company has a rapidly growing business in hybrid cloud offerings, and a potential growth engine in quantum computing, it faces intense competition in the former industry and uncertain prospects in the latter. Most of the firm’s other businesses are in the doldrums, so IBM’s growth prospects are opaque.\nWhat is certain is that as of today, IBM has a reasonable and diminishing debt load and strong free cash flow.\nManagement is attempting to address growth concerns in part by focusing on the firm’s cloud offerings, while it spins off its managed infrastructure business. That company will be named Kyndryl. However, the debt which the new entity will shoulder, along with the portion of the current dividend that it will carry, has not been divulged.\nRecent Quarterly Results\nIBM reported Q2 results last Monday. With non-GAAP EPS of $2.33, the company beat estimates by $0.04.\nRevenue of $18.7 billion was flat when adjusted for currency and divestitures.\nThe negative side of the report had Systems revenue declining by 7%. However, this was largely due to the normal IBM Z mainframe cycle, down 13% year over year.\nThe global financing division, which represents a low single digit percentage of overall revenues, was down 9%. Global technology services, which represents roughly a third of overall revenue and will largely be spun off as Kyndryl, had flattish growth.\nThe positive side of the report had Cloud & Cognitive Software cloud revenue up 29% and Global Business Services cloud revenue up 35%. Total cloud revenue of $27 billion increased by 15% over the last 12 months, while cloud revenue grew 13% in the quarter to $7.0 billion.\nNet cash from operating activities hit $17.7 billion, and adjusted free cash flow totaled $11 billion over the last 12 months.\nSince year-end 2020, the company has reduced debt by $6.4 billion.\nManagement guides for adjusted free cash flow of $11 billion to $12 billion in 2021.\nWhere IBM Stands Tall\nIBM is viewed by many as at best a third rate IT company and at worst as a dinosaur, headed towards extinction.\nIt is evident that the company’s revenues have declined for years; however, to accurately assess the stock, investors must understand that IBM’s legacy businesses have many strengths.\nFor example, IBM is the world’s largest IT services company and the dominant provider of mainframes. Among the Fortune 50 companies, 47 are IBM clients.\nHalf of the world’s wireless connections are handled by the firm.\nIBM's mainframe systems process nearly 90% of the globe’s credit card transactions, and 97% of the world's largest banks rely on IBM products and services. Consequently, twenty-nine billion ATM transactions are processed annually using IBM systems.\nEight out of 10 global retailers rely on IBM products and services while 80% of the travel industry's reservations run through IBM systems. That results in 4 billion flight reservations being processed using the company’s IT services.\nSource: Forbes\nIt is evident that IBM has a massive customer base that provides large scale recurring revenues. In many cases, moving to competitors' offerings would mean risking the transfer of sensitive information, a move many are not willing to take.\nHowever, with the transition to cloud services and open source software, there is an increased adoption by firms of mix and match IT infrastructures. In turn, this is eroding IBM’s competitive advantage associated with customer switching costs.\nThe Sources Of Potential Growth\nInvestors are generally aware of IBM's effort to drive growth through its hybrid cloud offerings. However, when questioned at JPMorgan’s recent investor conference, CFO Jim Kavanaugh provided insight into how hybrid cloud drives revenue in some of IBM’s other divisions.\n\n For every $1 (in business) we land on a hybrid cloud platform, we see $3 to $5 of software drag and $6 to $8 of services drag overall.\n\nOf course, Kavanaugh is using drag to refer to increased revenue in software and services associated with adoption of IBM’s hybrid cloud. If Kavanaugh’s claims are accurate, that means every dollar spent on the company’s hybrid cloud platform translates into $9 to $13 in additional revenue from the firm’s software and services offerings.\nBecause hybrid cloud uses a mix of on-premises private cloud and public cloud services, it offers clients a degree of data privacy. This is of particular concern for customers in healthcare and financial services. Consequently, I would posit that IBM might have an advantage in competing with other hybrid cloud providers as it has extensive relationships within those industries.\nI reviewed a variety of prognostications regarding projected growth rates for the hybrid cloud market. The most recent study, which also falls in the middle of other predictions, is by Mordor Intelligence. That firm forecasts a CAGR of 18.73% from 2021 through 2026.\nInvestors should be aware that the major operators in this space are Cisco (CSCO), Hewlett Packard (HPE), Amazon (AMZN), Citrix Systems (CTXS), and IBM.\nThe following chart provides a record of the firm’s total cloud growth over the last six quarters.\nSource: Company reports / Chart by Author\nAside from cloud, there is another source of potential growth, although it is unlikely to materialize soon.\nEarly in 2019, IBM introduced the Q System One. IBM Q systems are the world's first quantum computer designed for scientific and commercial use.\nPardon the pun, but quantum computers represent a quantum leap in technology. Prescient And Strategic Intelligence forecasts a CAGR of 56% for the industry through 2030 with the quantum computer market share reaching nearly $65 billion.\nFor additional insights regarding quantum computing and IBM’s position within that industry, I point you to my article, “IBM: Why My Eye Is Fixed On Big Blue.”\nUnderstanding Kyndryl\nOnce Kyndryl is launched, it will have more than 90,000 employees and more than 4,600 customers in 115 countries. With a $60 billion services backlog, the new entity will begin with projected revenues of $19 billion. At twice the size of its closest competitor, the company will be the world’s largest managed infrastructure services provider.\nThe split will transform IBM from a company that pulls half of its revenue from services to a firm with its software and solutions businesses generating over half of its revenue on a recurring basis.\nGlobal Business Services, which currently constitutes 22% of the company’s revenue, will account for over 40% of sales. Here it is important to note that the division grew revenue by 12% year over year in the last quarter.\nIBM will retain Red Hat and its solution provider business, the systems businesses, and its mission-critical public cloud service, and a software portfolio focused on big data, AI, and security.\nInitially, the two companies will each be the largest customer of the other.\nWhat remains to be known regarding the spinoff is how much debt each company will shoulder, and the share of the dividend that the companies will pay. Krishna stated the two companies will work together to sustain the current payout level.\nHas IBM Turned The Corner?\nAnyone who follows IBM knows the company has experienced an extended period of poor results. The following chart provides a record of the firm’s quarterly FCF over the last fourteen quarters.\nSource: Data from ycharts / chart by author\nWhile this is not proof positive that the company is back on track, the recent trend is at least encouraging.\nIn 2020, IBM generated $10.8 billion in free cash flow. Management guides for adjusted free cash flow of $11 billion to $12 billion in 2021. This excludes $3 billion in structural impacts related to the Kyndryl spinoff.\nThe CEO recently stated he expects IBM to generate $12 billion to $13 billion in FCF in 2022.\nDebt And Dividend\nWhile investors can rightfully complain of a variety of management moves over the years, the firm has maintained a reasonable debt profile while engaging in a number of acquisitions.\nThe company has reduced the debt by roughly $18 billion since its peak in mid-2019. IBM maintains an investment level credit rating, and the following chart provides a record of the company’s progress paying down debt of late.\nSource: IBM Presentation\nIBM has a yield of 4.64%, a payout ratio a bit below 61%, and a 5 year dividend growth rate of 4.26%. As previously noted, following the spinoff of Kyndryl, the two companies will team to provide a payout equivalent to the current dividend.\nIs IBM Stock Overvalued?\nIBM shares trade for $141.13. The average 12 month price target of 8 analysts is $153.50. The price target of the 3 analysts rating the stock since the last earnings report is $151.33.\nIBM has a P/E of 24.05x and a forward P/E of 17.67x. This compares to its five year averages of 16.42x and 13.25x respectively. It is well below the sector average which is in the low thirties for both metrics.\nThe 3 to 5 year PEG provided by Seeking Alpha Premium is 1.16x. Schwab calculates a PEG of 1.49x, and Yahoo does not provide a PEG ratio.\nI believe the current P/E ratios for the stock reflect investors anticipating increased growth for IBM once the spinoff is complete. The PEG ratios show the stock is reasonably valued.\nIs IBM Stock A Good Long-Term Investment?\nIBM has an entrenched but evolving position among many of the largest companies on the globe. Unfortunately, the cloud, which is seen as the company’s primary avenue for growth, could also lead to a slow deterioration in some of the firm’s legacy businesses.\nThat the cloud business has been growing at a rapid pace is manifest: IBM can now boast of over 3,200 clients using the firm’s hybrid cloud platform. That is nearly four times the number just prior to the Red Hat acquisition.\nIf management’s claims are accurate, the hybrid cloud platform will create robust growth in the software and services division’s revenues. When combined with the spinoff of Kyndryl’s slow growing managed infrastructure services business, it is reasonable to believe IBM will witness increased growth.\nIBM has a solid balance sheet, a robust yield, and when viewed using PEG ratios as a basis for valuing the stock, the shares are trading at a bit of a discount.\nAll considered, I rate IBM as a BUY.\nI think the worst case short to mid-term scenario is that the company experiences slow growth while investors collect a rather robust dividend.","news_type":1},"isVote":1,"tweetType":1,"viewCount":486,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":174510063,"gmtCreate":1627109751952,"gmtModify":1631890760690,"author":{"id":"3577542115836824","authorId":"3577542115836824","name":"CHUNGWAIQIAN","avatar":"https://static.tigerbbs.com/a31f56452fb34c4653d7867c48355ad8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577542115836824","idStr":"3577542115836824"},"themes":[],"htmlText":"Pls like","listText":"Pls like","text":"Pls like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/174510063","repostId":"1191636755","repostType":4,"repost":{"id":"1191636755","kind":"news","pubTimestamp":1627084309,"share":"https://www.laohunote.com/m/news/1191636755?lang=&edition=full","pubTime":"2021-07-24 07:51","market":"us","language":"en","title":"Tesla Earnings Are Coming. Here’s the One Number That Matters.","url":"https://stock-news.laohu8.com/highlight/detail?id=1191636755","media":"Barrons","summary":"Tesla’s second-quarter earnings are just around the corner, and investors should gear up for a likel","content":"<p>Tesla’s second-quarter earnings are just around the corner, and investors should gear up for a likely very complicated report.</p>\n<p>There are a lot of moving parts, even more than usual for the world’s most valuable car company and its iconoclast CEO Elon Musk. Figuring out if the stock will go up or down, however, shouldn’t be all that difficult.</p>\n<p>The EV pioneer will report after the close of trading on Monday,July 26. Wall Street is looking for&nbsp;Tesla to report about 94 cents in per-share earnings from $11.5 billion in sales, according to FactSet. Beating analyst estimates is important, almost required, for any stock to remain stable in post-earnings trading. That’s true for Tesla as well.</p>\n<p>There are plenty of factors that will contribute to bottom-line earnings—the global&nbsp;semiconductor&nbsp;shortage,vehicle pricing, vehicle gross profit margins, and the level of profitability in Tesla’s battery storage business. In the end, however, investors will want to see a record in operating profits—no matter how it happens. That’s what could break shares out of their recent range.</p>\n<p><img src=\"https://static.tigerbbs.com/eb9cfd5cbe6d36d06167f82af45447d1\" tg-width=\"869\" tg-height=\"580\" width=\"100%\" height=\"auto\"></p>\n<p>Tesla reported more than $800 million in operating profits in the 2020 third quarter, and the stock more than doubled to around $860 in the three-month span that followed. But since operating profit growth largely paused in the subsequent quarters, shares have traded down from roughly $860 to around $640 recently. Profit stagnation has meant stock stagnation, too.</p>\n<p>The good news for Tesla bulls is Wall Street is projecting a fresh record: Operating profit is expected to be $835 million for the second quarter, driven by strong deliveries. The 2021 second quarter marked the first time Tesla delivered&nbsp;more than 200,000&nbsp;vehicles in a single quarter.</p>\n<p>After earnings are digested, there should be endless arguments among bulls and bears about the quality of earnings. For instance, one way Tesla generates sales is by selling regulatory credits—which it earns by producing more than its fair share of electric vehicles. The company generated $518 million in first-quarter credit sales, which helped Tesla&nbsp;beat earnings&nbsp;estimates. There is always debate about what is the “normal” amount of credit sales and when will those sales dry up. Eventually, both the bulls and bears expect other auto makers to sell their own EVs, cutting off that source of revenue for Tesla.</p>\n<p>There is also the issue&nbsp;of Bitcoin. Tesla recognized a small gain on its Bitcoin holdings in the first quarter, but the cryptocurrency’s prices have fallen by roughly half since their April peak. That means there is a chance of a small loss. How investors react is anyone’s guess, but don’t expect Tesla to sell out of its Bitcoin position. Musk continues to indicate his company will transact in the cryptocurrency when Bitcoin mining uses more sustainable power.</p>\n<p>Investors will also want to know when Tesla’s new Germany plant and Austin, Texas facility will start delivering cars. The Austin plant will build Tesla’s&nbsp;Cybertruck. There will also likely be questions about advances in Tesla’s driver-assistance functions—the company recently started selling its driver-assistance software&nbsp;as a subscription—and how much money the company could make from its charging network. Musk tweeted this week Tesla would open its&nbsp;charging network&nbsp;to other EVs down the road.</p>\n<p>All those topics and more should come up on the earningsconference callscheduled for 5:30 p.m. ET on Monday. Year to date, Tesla stock is down roughly 9%, trailing behind comparable 17% and 15% respective gains of theS&amp;P 500andDow Jones Industrial Average.Still, Tesla shares have had a strong run, up about 112% over the past 12 months.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Earnings Are Coming. Here’s the One Number That Matters.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Earnings Are Coming. Here’s the One Number That Matters.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-24 07:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/tesla-stock-earnings-preview-51627061822?mod=hp_DAY_Theme_2_1><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla’s second-quarter earnings are just around the corner, and investors should gear up for a likely very complicated report.\nThere are a lot of moving parts, even more than usual for the world’s ...</p>\n\n<a href=\"https://www.barrons.com/articles/tesla-stock-earnings-preview-51627061822?mod=hp_DAY_Theme_2_1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.barrons.com/articles/tesla-stock-earnings-preview-51627061822?mod=hp_DAY_Theme_2_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191636755","content_text":"Tesla’s second-quarter earnings are just around the corner, and investors should gear up for a likely very complicated report.\nThere are a lot of moving parts, even more than usual for the world’s most valuable car company and its iconoclast CEO Elon Musk. Figuring out if the stock will go up or down, however, shouldn’t be all that difficult.\nThe EV pioneer will report after the close of trading on Monday,July 26. Wall Street is looking for Tesla to report about 94 cents in per-share earnings from $11.5 billion in sales, according to FactSet. Beating analyst estimates is important, almost required, for any stock to remain stable in post-earnings trading. That’s true for Tesla as well.\nThere are plenty of factors that will contribute to bottom-line earnings—the global semiconductor shortage,vehicle pricing, vehicle gross profit margins, and the level of profitability in Tesla’s battery storage business. In the end, however, investors will want to see a record in operating profits—no matter how it happens. That’s what could break shares out of their recent range.\n\nTesla reported more than $800 million in operating profits in the 2020 third quarter, and the stock more than doubled to around $860 in the three-month span that followed. But since operating profit growth largely paused in the subsequent quarters, shares have traded down from roughly $860 to around $640 recently. Profit stagnation has meant stock stagnation, too.\nThe good news for Tesla bulls is Wall Street is projecting a fresh record: Operating profit is expected to be $835 million for the second quarter, driven by strong deliveries. The 2021 second quarter marked the first time Tesla delivered more than 200,000 vehicles in a single quarter.\nAfter earnings are digested, there should be endless arguments among bulls and bears about the quality of earnings. For instance, one way Tesla generates sales is by selling regulatory credits—which it earns by producing more than its fair share of electric vehicles. The company generated $518 million in first-quarter credit sales, which helped Tesla beat earnings estimates. There is always debate about what is the “normal” amount of credit sales and when will those sales dry up. Eventually, both the bulls and bears expect other auto makers to sell their own EVs, cutting off that source of revenue for Tesla.\nThere is also the issue of Bitcoin. Tesla recognized a small gain on its Bitcoin holdings in the first quarter, but the cryptocurrency’s prices have fallen by roughly half since their April peak. That means there is a chance of a small loss. How investors react is anyone’s guess, but don’t expect Tesla to sell out of its Bitcoin position. Musk continues to indicate his company will transact in the cryptocurrency when Bitcoin mining uses more sustainable power.\nInvestors will also want to know when Tesla’s new Germany plant and Austin, Texas facility will start delivering cars. The Austin plant will build Tesla’s Cybertruck. There will also likely be questions about advances in Tesla’s driver-assistance functions—the company recently started selling its driver-assistance software as a subscription—and how much money the company could make from its charging network. Musk tweeted this week Tesla would open its charging network to other EVs down the road.\nAll those topics and more should come up on the earningsconference callscheduled for 5:30 p.m. ET on Monday. Year to date, Tesla stock is down roughly 9%, trailing behind comparable 17% and 15% respective gains of theS&P 500andDow Jones Industrial Average.Still, Tesla shares have had a strong run, up about 112% over the past 12 months.","news_type":1},"isVote":1,"tweetType":1,"viewCount":448,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":175890182,"gmtCreate":1627018933546,"gmtModify":1631890760704,"author":{"id":"3577542115836824","authorId":"3577542115836824","name":"CHUNGWAIQIAN","avatar":"https://static.tigerbbs.com/a31f56452fb34c4653d7867c48355ad8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577542115836824","idStr":"3577542115836824"},"themes":[],"htmlText":"Pls like","listText":"Pls like","text":"Pls like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/175890182","repostId":"2153160453","repostType":4,"isVote":1,"tweetType":1,"viewCount":403,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":175890040,"gmtCreate":1627018918380,"gmtModify":1631890760713,"author":{"id":"3577542115836824","authorId":"3577542115836824","name":"CHUNGWAIQIAN","avatar":"https://static.tigerbbs.com/a31f56452fb34c4653d7867c48355ad8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577542115836824","idStr":"3577542115836824"},"themes":[],"htmlText":"Pls like","listText":"Pls like","text":"Pls like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/175890040","repostId":"1129188885","repostType":4,"isVote":1,"tweetType":1,"viewCount":399,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":172092803,"gmtCreate":1626919383102,"gmtModify":1631890760732,"author":{"id":"3577542115836824","authorId":"3577542115836824","name":"CHUNGWAIQIAN","avatar":"https://static.tigerbbs.com/a31f56452fb34c4653d7867c48355ad8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577542115836824","idStr":"3577542115836824"},"themes":[],"htmlText":"Pls like","listText":"Pls like","text":"Pls like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/172092803","repostId":"2153477496","repostType":4,"isVote":1,"tweetType":1,"viewCount":380,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":176608797,"gmtCreate":1626878169419,"gmtModify":1631890760737,"author":{"id":"3577542115836824","authorId":"3577542115836824","name":"CHUNGWAIQIAN","avatar":"https://static.tigerbbs.com/a31f56452fb34c4653d7867c48355ad8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577542115836824","idStr":"3577542115836824"},"themes":[],"htmlText":"Pls like","listText":"Pls like","text":"Pls like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/176608797","repostId":"1107219983","repostType":4,"isVote":1,"tweetType":1,"viewCount":507,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":171611420,"gmtCreate":1626741563960,"gmtModify":1631890760749,"author":{"id":"3577542115836824","authorId":"3577542115836824","name":"CHUNGWAIQIAN","avatar":"https://static.tigerbbs.com/a31f56452fb34c4653d7867c48355ad8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577542115836824","idStr":"3577542115836824"},"themes":[],"htmlText":"&nbsp;Pls like","listText":"&nbsp;Pls like","text":"Pls like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/171611420","repostId":"2152652683","repostType":4,"isVote":1,"tweetType":1,"viewCount":618,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":false}