Amazon (AMZN) / Jeff Bezos 02 (Nov 18 - Dec 26)

[behappyalways]

Did Amazon Buy iRobot To Map Inside Your Home?
https://www.zerohedge.com/technology/pu ... -your-home

[behappyalways]

Amazon Blocks Negative Reviews Of Its Woke Lord Of The Rings Series
https://www.zerohedge.com/political/ama ... ngs-series

[winston]

not vested

Amazon opens the email marketing floodgates to try to boost sales

AMAZON.COM will let brands and merchants send marketing emails to shoppers, a risky bid to boost sales that could inundate inboxes with spam.

Independent businesses that sell more than half of the products on Amazon.com.

The company captures 37.8 per cent of all online spending in the US, 6 times more than its closest competitor Walmart.

Advertising services generated US$8.8 billion in Amazon’s second quarter, up 18 per cent from the same period a year earlier.

Source: Bloomberg

https://www.businesstimes.com.sg/techno ... oost-sales

[behappyalways]

Reducing warehouse operations in North America and Europe is a troubling sign of overcapacity issues and reflects souring consumer health. The question is if warehouse reductions in North America and the rest of the world are over.


Amazon "Suspends" Construction Of New Warehouses In Spain As Consumption Boom Falters
https://www.zerohedge.com/markets/amazo ... om-falters

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Amazon Air Deliveries Slump As Shipping Slowdown Worsens
https://www.zerohedge.com/markets/amazo ... down-fears

[behappyalways]

Amazon Reportedly Halts Corporate Hiring For Retail Business
https://www.zerohedge.com/markets/amazo ... l-business

[winston]

not vested

Amazon

mazon’s online marketplace is a behemoth. According to eMarketer, Amazon is on track to account for nearly 40% of all U.S. online retail sales in 2022.

However, selling goods online is a relatively low-margin business. The true value of Amazon’s marketplace is the attention it brings to the company’s higher-margin operating channels.

For instance, Amazon has pivoted its online retail success into signing up well over 200 million people worldwide to a Prime membership. This 200-million-plus figure is as of April 2021, and Amazon has presumably added tens of millions of additional Prime members, thanks to its exclusive deal to carry Thursday Night Football. In exchange for giving Prime members shipping perks and access to exclusive content, Amazon nabs an annual run-rate of $35 billion in high-margin subscription sales.

Amazon is also making waves with its world-leading cloud infrastructure service. Amazon Web Services (AWS) accounted for close to a third of cloud-service spending during the second quarter, which is noteworthy, given that cloud infrastructure growth is still in its early stages. Although AWS contributes about a sixth of Amazon’s net sales, it regularly generates well over half of the company’s operating income.

In other words, Amazon’s retail segment isn’t anywhere near as important as the growth from the company’s higher-margin operations. Even with the growing prospect of a U.S. recession, Amazon’s cash flow needle continues to point higher. That’s what makes it such a no-brainer buy right now.

Source: Daily Trade Alert

[behappyalways]

Amazon Abandons Last-Mile Delivery Robot; Great News For Uber Eat Drivers
https://www.zerohedge.com/technology/am ... at-drivers

[winston]

not vested

Amazon.com said on Monday (Oct 10) it will invest more than 1 billion euros (S$1.4 billion) over the next five years in electric vans, trucks and low-emission package hubs across Europe, accelerating its drive to achieve net-zero carbon.

The retailer said the investment was also aimed at spurring innovation across the transportation industry and encouraging more public charging infrastructure for electric vehicles (EVs).

The US online retailer said the investment would help its electric van fleet in Europe more than triple from 3,000 vehicles to more than 10,000 by 2025.

The company did not say what percentage of its European last-mile delivery fleet is electric today but said those 3,000 zero-emission vans delivered over 100 million packages in 2021.

Amazon said it also hopes to purchase more than 1,500 electric heavy goods vehicles – used for “middle-mile” shipments to package hubs – in the coming years.

Amazon’s largest electric van order is for 100,000 vehicles from Rivian Automotive through 2025.

The company said that alongside EVs, it will invest in thousands of chargers at facilities across Europe. The retailer said it will also invest in doubling its European network of “micro-mobility” hubs from more than 20 cities today.

Amazon has used those centrally located hubs to run new delivery methods including electric cargo bikes or on-foot deliveries to cut emissions. The company plans to achieve net-zero carbon by 2040.

Source: Phillips

[winston]

not vested

Amazon.com Inc (AMZN US) - Riding on an unparalleled ecosystem

Amazon.com Inc (AMZN, stock code: AMZN US) is well-positioned as a market leader in e-commerce and public cloud businesses, where the secular trends remain in early to mid-stages and growth continues to be strong.

We expect AMZN’s e-commerce profit to recover over the next 2 years on the back of stronger focus on cost control and more conservative CAPEX plans by the management.

Amazon Web Services (AWS) continues to enjoy structural growth, driven by higher penetration of IT spending into public cloud segment.

Risk-reward of AMZN is in a favourable position (vs the long-term cycle) as both valuations and earnings expectations have come significantly off the peak reached during the pandemic.

We favour AMZN as an earnings turnaround and structural growth play over the long term.

While the share price should trend towards our fair value (FV) over the long term, we are cognizant of the possibility of near-term volatility given an unstable macro background and believe that long term investors should gradually add exposure on weakness ahead. BUY.

Source: OCBC