Equities are being whipsawed by conflicting economic data. Some data points support the soft-landing theory and would guide to lower interest rates. However, some data suggests that the economy is still too strong for the Fed to consider cutting rates. It doesn’t help that we’re now in a time of year that is cyclically volatile for stocks.  This roller coaster ride is particularly noticeable in the technology sector. Many of the top technology stocks have fallen sharply. In fact, many are now trading at or ...

NEW YORK, Aug. 14, 2024 (GLOBE NEWSWIRE) -- Have you ever wondered what it would be like to live in a pocket-sized world? Well, Airbnb's new 'tiny but mighty' icon offers a unique chance to experience just that. In honor of Polly Pocket's 35th anniversary, guests can stay in Polly’s vintage-themed, two-story Slumber Party Fun compact in Littleton, Massachusetts. Recently, Ali Killam, Channel Communications Lead at Airbnb, conducted a satellite media tour in conjunction with D S Simon Media to share the best ...

The stock is 32% off its one-year high after an earnings disappointment.Recent economic data contains mixed messages, causing turbulence in the markets. Much of this centers on the health of the American consumer, who drives the U.S. economy.First, the unemployment rate increased from 4.1% in June to 4.3% in July, causing many prognosticators to discuss a potential recession. The market dipped as a result. Next, data came out that unemployment claims actually fell, indicating a more resilient jobs market.As ...

No one enjoys being caught in a downdraft. However, it’s also worth pointing out an obvious reality: you don’t actually absorb a loss until you close your position. Now, I want to be careful when saying that because in many cases, it’s better to cut your losses. However, certain robust enterprises with solid business models should be able to recover. And that’s the theme behind stocks to buy after the selloff.Around the middle of last month, the market finally began demonstrating conspicuous signs of weakne ...

文章核心观点 公司正面临客户需求下降的挑战 [7][8] - 公司在最近的财报电话会议上警告投资者,第三季度的收益预计将低于分析师的预期 - 公司股价在一天内下跌14%,这反映了投资者对公司前景的担忧 - 公司还警告说,旅客预订提前时间在缩短,这表明需求不如之前热烈 酒店正在赢得部分旅客 [10][13][14][15][16] - 相比2019年,酒店与短租的价格差缩小了一半,从49%降至26% - 在一些热门旅游城市和郊区,短租需求增长已经放缓或下降,而酒店需求相对更强 - 尤其是对于单人房间和私人房间的需求,短租增长乏力,反而酒店更有竞争力 部分旅客对短租体验不满意 [4][5][19][20][21] - 一些旅客抱怨短租的清洁费过高,退房要求繁琐,价格上涨 - 部分旅客还遇到短租房实际情况与描述不符的问题 - 一些忠实的短租用户也开始更倾向于酒店,认为酒店有更一致的服务标准 公司应对措施 - 公司正在投资酒店业务,计划在Airbnb平台上提供更多酒店房源 [11][12] - 公司还计划让Airbnb用户可以预订酒店配套服务,如水疗等 [11] - 公司认为Airbnb提供的独特体验可以为旅客带来额外价值 [17][18]

Klaus Vedfelt Just three months ago in early May of this year, Airbnb, Inc. (NASDAQ:ABNB) shares fell sharply following the release of Q1 2024 results. For many investors, this seemed like a good time to buy the dip and increase exposure to what seemed to be an attractive long-term growth story. To more prudent investors, however, the first quarter was a major red flag and even though the stock fell sharply following the report, it was clear that rushing to buy the stock was highly likely to be a mistak ...

文章核心观点 - 标普500指数涵盖了500家大型公司,为投资者提供了多个行业的广泛投资机会 [1] - 长期投资者获得了良好的回报,但标普500指数中仍有大量个股表现不佳 [2] - 投资标普500指数中表现较差的个股会导致亏损,错过了一些表现出色的公司 [3] 行业和公司总结 Nike (NKE) - 过去5年股价下跌9%,今年迄今下跌30%,正在失去市场份额 [5] - 收入连续几个季度基本持平或下降,第四财季收入同比下降2% [6] - 北美和欧洲销售下降,中国销售增长3%,但未来可能会被中国品牌进一步挤压 [7] Disney (DIS) - 过去5年股价下跌37%,近10年基本持平,公司策略缺乏创新 [9] - 第三财季收入同比增长4%,但迪士尼乐园业务增长放缓,游客价格敏感度提高 [10][11] Airbnb (ABNB) - 今年迄今股价下跌14%,旅游需求放缓,价格上涨导致部分客户转向酒店 [13][14] - 第二季度收入同比增长11%,但净利润同比下降15%,未来增长可能进一步放缓 [14][15]

Wall Street loves to complicate situations and throw in a lot of lingo, which is just what happened last week when the S&P 500 sold off and carried down many other stock market indexes across the globe. The response to this price action? The so-called “Carry Trade” between the United States Dollar and the Japanese Yen is what investors have used as a soundbite to repeat when asked about the stock market lately.It’s more complicated than that, and it has everything to do with where the Federal Reserve (the F ...

Klaus Vedfelt Investment Thesis Airbnb (NASDAQ:NASDAQ:ABNB) saw its stock plummet by over 13% following mixed 2Q FY2024 earnings results and a disappointing 3Q revenue outlook. The company reported a slowdown in bookings growth due to a weakening consumer spending environment, coinciding with higher unemployment rates and lower PMI data, which triggered a significant broad-based market selloff. In my last coverage (buy rating) I highlighted that ABNB operates a cyclical business. The growth slowdown can ...

文章核心观点 - Airbnb是短期住宿行业的颠覆者,但股价近期大跌,主要原因是公司业绩增速放缓,面临监管、竞争等风险 [2][3][4] - 公司第二季度收入增长11%,但增速为近两年来最慢,利润也有所下降 [5][6] - 公司预计第三季度收入增长8%-10%,低于市场预期,EBITDA也将持平,主要受到营销投资的影响 [8] 行业和公司总结 - 短期住宿行业正在经历需求放缓,预订时间缩短等趋势,美国市场需求也有所下降 [7] - 尽管面临挑战,但Airbnb仍有巨大的市场增长空间,未来将拓展长期住宿、客户服务等新业务 [11][12][13] - 目前Airbnb股价处于合理水平,市盈率和自由现金流估值较低,是不错的投资机会 [9][10][14]