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Sam WhiteMaleID: 71253702
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    Sam White liked and commented on
    $Grab Holdings(GRAB.US)$ When it comes to food delivery, I wonder if any comparisons to China are entirely valid. So much of SEA's food tends to be home-cooked, often with gravies, which is a likely natural competitor to 'drier' foods preferred by Chinese customers, from fast food chains to their own cuisines.
    Going forward, isn't increased fuel costs a major headwind for Grab?
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    Zoom drops 3% as Microsoft unveils cheap standalone version of Teams

    $Zoom Video Communications(ZM.US)$ shares are dropping 3.5% to $203.94 as $Microsoft(MSFT.US)$ unveiled a standalone version of Teams for small businesses.
    Microsoft Team Essentials will cost $4 per user per month and get access to core features of Teams, without having to also subscribe to Office, The Verge notes.
    In comparison, Zoom has a small business plan that costs $19.99 per month per license. Zoom Pro, which the company says is "great for small teams," costs $14.99 per month per license.
    Small businesses previously had to pick a Microsoft 365 Business Basic plan, which cost $5 per month per user, or other platforms, such as Slack - owned by $Salesforce(CRM.US)$, Google Workspace $Alphabet-A(GOOGL.US)$, Workplace from $Meta Platforms(FB.US)$ or others.
    The standalone version of Microsoft Teams Essentials has a simpler chat interface and focuses on meetings and video calls, Jared Spataro, head of Microsoft 365, told the news outlet.
    Microsoft Teams Essentials has 10GB of OneDrive storage, whereas Business Basic has 1TB worth of storage. Essentials also does not have the ability to record meetings, provide transcripts, translation, separate rooms or channels and other functions that the more expensive plan has.
    Last month, Zoom's shares plunged after the company reported fiscal third-quarter results that disappointed Wall Street and acknowledged that it would face headwinds in 2022 as more employees return to offices around the globe.
    Zoom drops 3% as Microsoft unveils cheap standalone version of Teams
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    Sam White liked and commented on
    $General Motors(GM.US)$ EVs have their place in the market as do diesels and gas. Needs drive product choice.
    What will be interesting is the integration of time-of-use-rates (electric) and EV charging at scale.
    Price at the pump is constant (meaning no significant intra-day price swings) any time one wishes to fill up. Not so with time-of-use rates especially when the grid is stressed.
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    Sam White reacted to and commented on
    Morgan Stanley forecast $Ford Motor(F.US)$ EV unit sales will reach 150K in FY22 to rep 3.5% of Ford's volume, 473K units in FY25 to rep 11.5% of volume and 1.24M units by FY30 to rep 34% of volume.
    $Tesla(TSLA.US)$ is now a frog in warming water.....tick, tick, tick, tick.
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    Alibaba loses Conviction Buy status at Goldman on sales growth, profit concerns

    $Goldman Sachs(GS.US)$ is lowering $Alibaba(BABA.US)$ stock to Buy from Conviction Buy as the company boosts spending.
    Analyst Piyush Mubayi is cutting the price target to $215 per share from $252.
    The stock is slightly lower in premarket trading.
    "At the time when retail spending slows down and competitive intensity levels up, BABA has been increasing investments to 1) acquire new users, 2) build multiple traffic sources, and 3) raise merchant subsidies in the shorter term," Mubayi writes in a note.
    "We expect revenue growth (ex. SunArt) to decelerate to 13%/16% in 3QFY22E/4QFY22E, with CMR revenue growth in 2HFY22E 3.3% yoy vs. 3.4% in 2QFY22. The lower CMR monetization rate and stepped-up strategic investments will drag profitability over the next 2 quarters before growth recovers in FY23E, when both revenue/earnings grow >20%."
    But Goldman still expects the company to continue "aggressive buybacks."
    Last week Warburg cut its valuation of Ant Group.
    Alibaba loses Conviction Buy status at Goldman on sales growth, profit concerns
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    $Ford Motor(F.US)$ I am hoping Ford will have a Maverick Hybrid Plug-in with a larger battery - that's the one I would want to buy. Not really interested in a pure EV car - I do too much cross country driving for that.
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    Consumers expect to use BNPL more this holiday season, survey says

    With the holiday shopping season in high gear, many retailers are offering Buy Now, Pay Later options and many consumers plan to take them up on it, according to a survey by Cardify.
    Almost half (45.1%) of 2,000 BNPL users say they'll be paying for part, or all, of this year's holiday purchases using BNPL, putting it in third place behind debit cards (65.7%) and credit cards (54.6%). Only 31.5% of those surveyed said they'll pay with cash or check.
    Of those who used BNPL for holiday shopping last year, 51.1% plan to use BNPL for more of their shopping this holiday season. Some 38.9% plan to use it the same amount and only 10.1% plan to use it less.
    They're also likely to spend more this holiday season than shoppers who don't plan to use BNPL. 26.2% of the BNPL shoppers plan to spend more this year vs. 21.3% of those who don't plan to use BNPL.
    Whether they can afford to pay more for this year's purchases is another question. When asked what they would do if BNPL wasn't an option, 45.8% said they'd have to spend less.
    Of all the respondents, 10.8% said they had defaulted on a BNPL in the past; among those planning to use BNPL this year, that number rises to 13.9%.
    Publicly traded stocks to keep an eye on in the BNPL space are $Affirm Holdings(AFRM.US)$, $Afterpay Ltd.(AFTPF.US)$, which agreed to be bought by $Block(SQ.US)$, and $PayPal(PYPL.US)$. $Visa(V.US)$ and $MasterCard(MA.US)$ are also setting up their own BNPL services.
    A Credit Karma/Reuters study in September found that a third of U.S. consumers using BNPL had fallen behind on one or more payments.
    Consumers expect to use BNPL more this holiday season, survey says
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    $General Motors(GM.US)$ Obviously these firms don't expect EV market share to rise much more than to 14-20% of the entire car market by 2030. And I wonder why? There are plenty of hurdles to overcome but which ones are the key roadblocks, even if you think they will be 50-80%. I know I won't buy one now due to cost (30% or more higher price, which will decline if you wait for cheaper batteries), inability to quick charge at home without spending on equipment, range (we take lots of long road trips), figuring there will be a logjam at the charging stations due to a mismatch of capacity and EV's as volume grows. Now don;t answer that you think it will zoom to 80-100% as this post is asking what they roadblocks will be.
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    Pfizer/BioNTech to ask FDA to authorize COVID boosters for 16 and 17 year olds

    $Pfizer(PFE.US)$ and its partner $BioNTech(BNTX.US)$ plan to ask the FDA in the next few days to authorize booster shots of its COVID-19 vaccine for 16 and 17 year olds, The Washington Post reports.
    Two sources told the newspaper that the agency is expected to quickly sign off on the request.
    New data from Israel on boosters in this age group is said to have reassured the FDA that cases of myocarditis, an inflammation of the heart muscle, in men is very rare.
    The CDC today said that all adults 18 and over should get a booster shot in light of the potential impact of the Omicron variant.
    Pfizer/BioNTech to ask FDA to authorize COVID boosters for 16 and 17 year olds
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    FTC asks Amazon, Walmart, others for information about supply-chain issues

    The Federal Trade Commission has started an inquiry into recent supply chains disruptions and is ordering nine large retailers, wholesalers and consumer goods suppliers to provide the agency information.
    The orders are being sent to $Walmart(WMT.US)$, $Amazon(AMZN.US)$, $The Kroger(KR.US)$, $Procter & Gamble(PG.US)$, $Tyson Foods(TSN.US)$, $The Kraft Heinz(KHC.US)$, C&S Wholesale Grocers, Associated Wholesale Grocers, Inc. and McLane Co., according to an FTC release. The companies will have 45 days from the date they received the order to respond.
    The FTC is issuing the orders under a special section of the FTC Act, which authorizes the agency to conduct "wide-ranging" studies that don't have a specific law enforcement purpose.
    The orders require the companies to detail the primary factors disrupting their ability to obtain, transport and distribute their products; the impact these disruptions are having in terms of delayed and canceled orders and increased costs and prices.
    The FTC also is requiring the companies to provide internal documents regarding the supply chain disruptions.
    Yesterday, Black Friday sales growth reverses for first time - Adobe Analytics.
    Earlier, Walmart and Kohl's are tipped to have outperformed peers on Black Friday.
    FTC asks Amazon, Walmart, others for information about supply-chain issues
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