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Does the announcement of the CS and SVB acquisitions mean that the banking industry's winter is ending?
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Happy Monday, mooers! Welcome back to Weekly Buzz, where we review the news, performance, and community sentiment of the selected buzzing stocks on moomoo platform based on search and message volumes of last week! (Nano caps are excluded).
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Buzzing Stocks List &...
Spoiler:
At the end of this post, there is a chance for you to win points!
Happy Monday, mooers! Welcome back to Weekly Buzz, where we review the news, performance, and community sentiment of the selected buzzing stocks on moomoo platform based on search and message volumes of last week! (Nano caps are excluded).
Make Your Choices
Buzzing Stocks List &...
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Consumers logged online Monday and spent $10.7 billion, marking a 1.4% decrease from year-ago levels, according to data released Tuesday by Adobe Analytics. This year's tally marks the first time that Adobe has tracked a slowdown in spending on major shopping days.
Cyber Week (from Thanksgiving Day through Cyber Monday) generated $33.9 billion in online spending, down 1.4% YoY, as Black Friday dipped 1.3% YoY at $8.9 billion vs $9 billion (2020) and Thanksgiving Day stayed flat at $5.1 billion.
Consumer spending on Cyber Monday is not growing as fast as it did last year. It reaffirms that many consumers had fulfilled their shopping urge earlier in the season. When all is said and done however, we still expect to see a record season and year for e-commerce.”
—— said Vivek Pandya, lead analyst of Adobe Digital Insights.
Last Cyber Monday, retailers rang up $10.8 billion in sales on the web, as more people stayed home and avoided shopping in retailers' stores due to the ongoing coronavirus pandemic. It marked a record day for e-commerce purchases in the U.S.
Mooers, did you shop online and what did you buy on Cyber Monday?
Source: Forbes, CNBC, Foxbusiness
Cyber Week (from Thanksgiving Day through Cyber Monday) generated $33.9 billion in online spending, down 1.4% YoY, as Black Friday dipped 1.3% YoY at $8.9 billion vs $9 billion (2020) and Thanksgiving Day stayed flat at $5.1 billion.
Consumer spending on Cyber Monday is not growing as fast as it did last year. It reaffirms that many consumers had fulfilled their shopping urge earlier in the season. When all is said and done however, we still expect to see a record season and year for e-commerce.”
—— said Vivek Pandya, lead analyst of Adobe Digital Insights.
Last Cyber Monday, retailers rang up $10.8 billion in sales on the web, as more people stayed home and avoided shopping in retailers' stores due to the ongoing coronavirus pandemic. It marked a record day for e-commerce purchases in the U.S.
Mooers, did you shop online and what did you buy on Cyber Monday?
Source: Forbes, CNBC, Foxbusiness
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$UP Fintech (TIGR.US)$ be careful… sorry to say this, if i read the HFs correctly, they may push the price down to 52 week low…
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MoffettNathanson is downgrading $Roku Inc (ROKU.US)$ to Sell from Neutral as it lowers its estimate for video advertising revenue.
It also cut its price target to $220 per share from $330, a little more than 20% below current levels.
Roku is down 3% before the bell.
"To better assess our video advertising estimates, we attempt to break out the Roku Channel from third party advertising revenues on the platform," Michael Nathanson writes in a note. "We benchmark the Roku Channel against AVOD competitors Pluto and Tubi, and estimate Roku's take of ad revenues from major AVOD services on its platform."
"However, we are left with a large and fast growing portion of unidentifiable ad revenues coming from the long tail of third party services on Roku," he says. "We believe viewership, and ad spending, will consolidate among the leading streaming services. As such, we are lowering our 2025 total video advertising estimate by -24% reflecting slower anticipated ad growth from the long tail of third party services on Roku."
He is lowering the overall revenue estimate for 2025 by 17%.
Roku will still need to keep investing in content and engineering resources to compete, he adds.
"We do not anticipate meaningful margin leverage in the out-years (GAAP EBITDA margins remaining in the low double digits over 2021-2025)," Nathanson says. "As such, Roku is trading at around 40x 2025E GAAP EBITDA, the highest among our Internet coverage group and around double the valuation multiples of $Snap Inc (SNAP.US)$, $Twitter (Delisted) (TWTR.US)$ and $Netflix (NFLX.US)$."
It also cut its price target to $220 per share from $330, a little more than 20% below current levels.
Roku is down 3% before the bell.
"To better assess our video advertising estimates, we attempt to break out the Roku Channel from third party advertising revenues on the platform," Michael Nathanson writes in a note. "We benchmark the Roku Channel against AVOD competitors Pluto and Tubi, and estimate Roku's take of ad revenues from major AVOD services on its platform."
"However, we are left with a large and fast growing portion of unidentifiable ad revenues coming from the long tail of third party services on Roku," he says. "We believe viewership, and ad spending, will consolidate among the leading streaming services. As such, we are lowering our 2025 total video advertising estimate by -24% reflecting slower anticipated ad growth from the long tail of third party services on Roku."
He is lowering the overall revenue estimate for 2025 by 17%.
Roku will still need to keep investing in content and engineering resources to compete, he adds.
"We do not anticipate meaningful margin leverage in the out-years (GAAP EBITDA margins remaining in the low double digits over 2021-2025)," Nathanson says. "As such, Roku is trading at around 40x 2025E GAAP EBITDA, the highest among our Internet coverage group and around double the valuation multiples of $Snap Inc (SNAP.US)$, $Twitter (Delisted) (TWTR.US)$ and $Netflix (NFLX.US)$."
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Dear mooers, $Alibaba (BABA.US)$ Q2 2022 earnings is coming up!
As one of China’s most successful high-tech champions, Alibaba remains a risky long-term investment. What will be the trends in the deep layer?
What to expect in earnings? How will this affect the stock price?
Time to join the game!
Win Reward:
Place your bet on BABA's percentage change in closing price (i.e.+3%) of Nov 18 ET / Nov 19 SGT before Nov 18 4:00 AM ET / Nov 18 5:00 PM SGT. The mooer with the closest bet will win 300 points!
Notice:
Reward points will be given out within 5-10 working days after the results are announced.
Reward points can be used to exchange gifts at Reward Club.
You may also be interested in:
BABA Q2 2022 Earnings Conference Call
As one of China’s most successful high-tech champions, Alibaba remains a risky long-term investment. What will be the trends in the deep layer?
What to expect in earnings? How will this affect the stock price?
Time to join the game!
Win Reward:
Place your bet on BABA's percentage change in closing price (i.e.+3%) of Nov 18 ET / Nov 19 SGT before Nov 18 4:00 AM ET / Nov 18 5:00 PM SGT. The mooer with the closest bet will win 300 points!
Notice:
Reward points will be given out within 5-10 working days after the results are announced.
Reward points can be used to exchange gifts at Reward Club.
You may also be interested in:
BABA Q2 2022 Earnings Conference Call
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A video published yesterday by Inspired by Iceland, a marketing campaign for Icelandic tourism, takes aim at a Mark Zuckerberg video released in October announcing Facebook's name change to Meta. In it, Zuckerberg hypes the so-called "metaverse," a virtual world that "will be the successor to the mobile internet."
If the goal was to get people talking about Iceland, a new tourism video is more than succeeding.
The metaverse's defining quality, said Zuckerberg, is "the feeling of presence … like you're there with other people."
The video extolls Iceland's "completely immersive" experiences, such as its real rocks, real humans and "skies you can see with your eyeballs."
Reactions to the video were overwhelmingly positive, with people praising the "Olympic-level trolling" by Iceland officials, and many expressing a desire to visit.
Mooers, would you like to visit Iceland after watching this video?
If the goal was to get people talking about Iceland, a new tourism video is more than succeeding.
The metaverse's defining quality, said Zuckerberg, is "the feeling of presence … like you're there with other people."
The video extolls Iceland's "completely immersive" experiences, such as its real rocks, real humans and "skies you can see with your eyeballs."
Reactions to the video were overwhelmingly positive, with people praising the "Olympic-level trolling" by Iceland officials, and many expressing a desire to visit.
Mooers, would you like to visit Iceland after watching this video?
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