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Re: Facebook (FB) 02 (Oct 17 - Dec 19)

Postby behappyalways » Mon Jun 24, 2019 7:46 pm

2019 06 23【文茜世界財經週報】臉書推虛擬幣 「天秤座」將掛鉤穩定貨幣
https://www.youtube.com/watch?v=y8r7FnS ... AU&index=2
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Re: Facebook (FB) 02 (Oct 17 - Dec 19)

Postby winston » Fri Jul 05, 2019 9:04 am

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Latest Update

The shift towards family-oriented content for News Feed on the FB app will improve the
machine-learning algorithm for FB and increase its strength of engagement.

Instagram Stories remain the largest growth story as advertisers embrace the new video ads. Meanwhile, advertisers for Stories continue to grow (3Mn in Q1 19 vs 2Mn Q4 18).

We think that Instagram Checkout will be a long-term growth story which may add US$5bn of revenue for FB in 2021 in our bull scenario.

RECOMMENDATION

We maintain our POSITIVE rating for FB. In our view, FB has yet to unlock the full earnings potential from Instagram.

The new focus on video ads for the FB app would stabilise MAU growth, while the addition of social commerce on Instagram will be a meaningful driver in the long term.

FB is currently trading at 25.4x earnings, which is below the historical average P/E ratio of 43.0x. We think the valuation is attractive given its strong earnings potential and the continued monetisation of Instagram.

Source: Phillips

https://internetfileserver.phillip.com. ... 072019.pdf
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Re: Facebook (FB) 02 (Oct 17 - Dec 19)

Postby winston » Fri Jul 05, 2019 7:38 pm

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Wall Street’s Outlook on Facebook Stock Is About to Get Worse

by Mark Hulbert

Of the 49 Facebook analysts that FactSet tracks, 26 have recently reduced their earnings estimate for the subsequent four quarters.

As recently as February, the comparable number was just six.

Source: MarketWatch
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Re: Facebook (FB) 02 (Oct 17 - Dec 19)

Postby winston » Tue Jul 16, 2019 2:08 pm

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Look, I know it would be great to rely on traditional growth.

I like Facebook (FB) very much. I like Libra. But I feel that I am alone in supporting their virtual currency and it seems that no one is buying into the notion that Facebook has somehow reformed.

I don't' care. I know Instagram is crushing it and the channel is a great one. The Libra overhang is a negative though for sure.

Source: The Street
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Re: Facebook (FB) 02 (Oct 17 - Dec 19)

Postby winston » Tue Aug 20, 2019 9:42 pm

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Facebook

Facebook Inc. (NASDAQ: FB) is the largest social network with over 2.0 billion monthly active users and over 1.4 billion daily active users.

The company generates revenue from advertising and from payments, with over 95% of revenue from advertising.

It generates close to 50% of revenues in the United States and Canada and is expanding rapidly in international markets.

The company’s solutions also include Instagram, a mobile application that enables people to take photos or videos, customize them with filter effects, and share them with friends and followers in a photo feed or send them directly to friends.

Messenger, a messaging application for mobile and web on various platforms and devices, enables people to reach others instantly, as well as enable businesses to engage with customers.

WhatsApp Messenger is a mobile messaging application.

Despite the volatility in the stock, RBC loves the prospects:

Second half 2019 stabilization in Revenue growth & EBITDA Margins appears highly probable, as Stories monetization ramps and Comparisons get easier.

And the company that owns the world’s 4 largest Social Media & Messaging assets trades at 18 times 2020 estimated price to earnings, that’s compelling.

The RBC price target for the shares is $260, and the Wall Street consensus target is lower at $232.33. The shares closed trading on Monday at $186.17.

Source: 24 / 7 Wall Street
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Re: Facebook (FB) 02 (Oct 17 - Dec 19)

Postby winston » Wed Sep 04, 2019 8:13 pm

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Facebook (FB)

The Fundamentals: In 2018, the core growth fundamentals underlying Facebook (NASDAQ:FB) looked shaky. But now that the company has put those issues behind it, the long term growth fundamentals for this stock to buy look as strong ever.

In a nutshell, Facebook’s owns four of the world’s favorite and most-used digital properties — Facebook, Instagram, Messenger, and WhatsApp.

For most consumers, these applications are more than just fun apps. They are utilities digital consumers use everyday to keep in touch with friends, communicate with others, and stay up-to-date with current events.

As such, consumers are hooked to these platforms and they aren’t leaving anytime soon. If the 2018 Cambridge Analytica scandal didn’t get people quit (and it didn’t), I don’t know what will.

So long as users stay in the Facebook ecosystem, ad dollars from across the world will continue to flood into the ecosystem. Facebook is also pushing the envelope on commerce. Considering the ecosystem is essentially the world’s largest marketplace with 2.7 billion active potential buyers, these commerce growth initiatives could produce big results.

Bottom line: ad revenue growth rates will remain big for the foreseeable future, and new e-commerce revenue will supercharge the overall top-line growth trajectory. Gross margins across the board will remain healthy. The opex rate will fall as big data security investments phase out. Net profits margins will move higher. So will profits.

As profits move higher, FB stock will, too. That’s because, at 23-times forward earnings, this stock is still cheap relative to its long-term growth potential.

The Optics: The optics here are better than they’ve been in a long time. Facebook is shaking off the rust from an ugly 2018. In so doing, investors are starting to see that the company really wasn’t damaged — at all — during one of the most controversial issues in corporate America in the past decade. Investors are therefore starting to realize just how sticky the Facebook ecosystem is, and how strong and healthy the long-term growth prospects are for Facebook.

As they realize this, they want back in. That’s why we’ve seen a big YTD rally in FB stock. But the stock is still well off its 2018 highs. Thus, investors will keep wanting “in” until the stock breaks through those highs. That gives the stock plenty of runway to keep moving higher.

The Technicals: FB stock has formed a clean uptrend in 2019 of distinct higher highs and higher lows. The stock recently tested and held the support line in this uptrend. It is now bouncing off that support line — a strong sign that the uptrend is in-tact. If so, the technicals here reasonably point towards a rally to a new higher high, or somewhere above $210.

Source: Investor Place
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Re: Facebook (FB) 02 (Oct 17 - Dec 19)

Postby winston » Sat Oct 05, 2019 1:21 pm

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Tech Stocks to Sell: Facebook (FB)
Notable headwinds: Legal woes, decreasing margins and profit taking before earnings

Expected price range until next earnings in late October: $160-$180

Year-to-date, Facebook, the social media and digital advertising titan, is up about 35%. Currently, FB stock is hovering around $177.

Over the past year, there has been a shift in the global political environment. More countries are calling for tougher regulation of the technology giants, including Facebook.

Analysts have also noted that FB stock’s rising costs have been pressuring margins lower over time. Recently Facebook reached a record-breaking $5 billion settlement with the FTC. Management said that due to this cost, FB stock’s recent earnings-per-share were significantly lower than anticipated.

Thus FB stock’s profit margins have suffered, mostly due to the legal expenses and fines regarding the FTC privacy investigation. Now Facebook’s operating margin stands at about 27%. It was 44% in the same quarter a year earlier.

InvestorPlace readers may remember that in March 2018, the Cambridge Analytica controversy put Facebook stock in the limelight. Since then, a plethora of privacy issues as well as alleged violations have been in the news regularly.

Yet believers in FB stock highlight the fact that there are no real alternatives to the company. Although other platforms such as Twitter (NYSE:TWTR) and Snap (NYSE:SNAP) offer a way to connect socially, they are not as popular or comprehensive as Facebook. Therefore advertisers are drawn to FB’s ecosystem. And for investors, FB stock has been a clear winner over time and in 2019.

Nonetheless, it is worth remembering that since March 2018, the FB stock price has not really changed and is still around $180. So if you had been a buy-and-hold investor in Facebook stock, your FB portfolio would not have changed much at the end of the past 18 months.

If regulatory risks continue well into 2020 or beyond, they might end up overshadowing any strong earnings results Facebook may have.

In other words, the current price level may actually continue to act as resistance for Facebook stock unless these privacy issues are settled fully.

Source: Investor Place
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Re: Facebook (FB) 02 (Oct 17 - Dec 19)

Postby behappyalways » Tue Oct 22, 2019 6:40 pm

2019.10.20【文茜世界財經週報】臉書欲推加密貨幣 政治干預下頻碰壁
https://www.youtube.com/watch?v=-sVNBX- ... xu&index=2
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Re: Facebook (FB) 02 (Oct 17 - Dec 19)

Postby winston » Fri Nov 29, 2019 8:25 pm

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Facebook (FB)

The early innovator in social media, Facebook is familiar to all of us. The company is coming off of a difficult couple of years – its tale of woe made headlines around the world as it dealt with a series of major customer data privacy scandals.

CEO Mark Zuckerberg’s attempts to finesse matters usually made them worse, and he was called to task by the Feds, testifying before Congress and paying a record-breaking $5 billion fine to the FCC.

The problems may be behind Facebook, at least for now. The company took a heavy hit to quarterly earnings earlier this year, when it paid the FCC fine in cash, but tech industry analysts took note of that, too.

Facebook had the resources to pony up $5 billion and shrug it off. It was a graphic reminder that this company, even when facing ongoing PR disasters and declining share prices, was still grossing $55 billion annually.

A few numbers will show how Facebook as recovered. The stock is up 63% from is trough last December, and while it has not quite regained its all-time high level, it is within $15 of it. After the losses of 1H19, the company saw an earnings beat in Q3 and rising estimates for Q4. In short, Facebook has weathered a storm.

Wall Street’s analysts would agree. Lloyd Walmsley, 5-star analyst with Deutsche Bank, wrote at the end of last month, “We come away from Facebook 3Q earnings with increased confidence around engagement in the core Facebook app, prospects for stable revenue growth in 2020, and in the medium term operating and free cash flow margins. FB delivered better than expected 3Q revenue, a lower-than-feared 2020 opex and capex outlook, and gave us comfort that the business can see stable revenue growth in 2020.”

Walmsley raised his price target by 13%, to $260, showing that he sees a 28% upside to FB over the next 12 months.

Writing from Morgan Stanley, Brian Nowak also raised his price target. He was especially cognizant of Facebook’s forward going profit potential, pointing out that the company has multiple apps, that the user base is still growing every quarter, and that marketers and advertisers are creating in tapping new modes of monetization.

He wrote, to support his Buy rating, “We see the monetization roll-out of Instagram adding ~$16bn of incremental ad revenue in 2019. We are also positive on FB's ability to continue to innovate and improve its monetization... Combined with high and growing engagement we see monetization upside going forward.” Nowak’s new $250 price target implies an upside potential of 23%.

Like the other stocks in this article, Facebook has a Strong Buy consensus – and it is based on an impressive 26 buy ratings given in recent weeks. There are 3 Holds and 1 Sell in the mix, as well, reminders of the company’s recent difficulties, but it’s clear that most analysts are bullish on FB.

The shares have an average price target of $235, suggesting a 16% upside from the $202 current trading price.

Source: TipRanks
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Re: Facebook (FB) 02 (Oct 17 - Dec 20)

Postby winston » Fri Dec 06, 2019 10:00 pm

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Facebook (FB) Stock Could Rise 20%+ Over the Next Year

by Mark R. Hake

I think Facebook stock will benefit from its improving FCF margins, advertising pricing and Average Revenue Per User (ARPU).


Source: Investor Place

https://dailytradealert.com/2019/12/06/ ... next-year/
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