FUTU | 富途

Futu Morning Post | Berkshire opened positions in Occidental Petroleum and Citi in Q1, and increased its holdings in Apple; Hillhouse increased its holdings in Vipshop and JD.com

hot news The Fed’s “third-in-command” said it would quickly raise interest rates to a more normal level, and selling MBS is one of the future options On Monday (May 16) local time, New York Fed President Williams said that the Fed will quickly raise interest rates to more normal levels, and selling mortgage-backed bonds (MBS) […]

Futu Morning Post | Berkshire opened positions in Occidental Petroleum and Citi in Q1, and increased its holdings in Apple; Hillhouse increased its holdings in Vipshop and JD.com Read More »

The target price gap is more than 5 times! Why does Wall Street view Tesla so differently?

Today’s Tesla seems more like a mature company than ever. Analysts, however, have different views on the direction of the stock’s share price. After 11 straight quarters of profitability and long-term production goals, Tesla looks more like a mature company today than ever. Analysts, however, have different views on the direction of the stock’s share

The target price gap is more than 5 times! Why does Wall Street view Tesla so differently? Read More »

Temasek’s Q1 positions: preference for financial stocks, no change in Ali’s position, open position in NVIDIA

Temasek, a Singapore-based international investment firm, filed a position report (13F) for the first quarter ended March 31, 2022, according to the U.S. Securities and Exchange Commission (SEC). The latest data shows that the total market value of Temasek’s holdings in the first quarter was US$23.711 billion, and the total market value in the previous

Temasek’s Q1 positions: preference for financial stocks, no change in Ali’s position, open position in NVIDIA Read More »

Can U.S. stocks continue their rally this week? What other major events or cause market volatility?

A new wave of selling in risk assets has swept the world, wiping $11 trillion off global stock markets since the end of March. In the context of high inflation and aggressive interest rate hikes by the Federal Reserve, the pessimism in the market has not dissipated. Even though U.S. stocks recorded sharp gains on

Can U.S. stocks continue their rally this week? What other major events or cause market volatility? Read More »

Opinion | Hong Kong stocks are expected to continue to rebound in the second quarter, and the performance in the fourth quarter is better than that in the third quarter

Source: Dang Chongyu Investment Notes Author: Dang Chongyu Founder Securities issued a research report that the fourth quarter of Hong Kong stocks may be better than the third quarter, and it is expected that Hong Kong stocks will continue to rebound in the second quarter, mainly because (1) The Mainland’s stable growth policies continue to

Opinion | Hong Kong stocks are expected to continue to rebound in the second quarter, and the performance in the fourth quarter is better than that in the third quarter Read More »

Selected Research Report | Tencent Holdings is about to release its 22Q1 financial report, and the ToB business is expected to “carry the banner” under the influence of the epidemic

1. Review of 21Q4: Game reserves are abundant, advertising is under pressure in the short term, and cloud business maintains good growth (1) 21Q4 performance overview The company achieved revenue of 144.188 billion yuan in 2021Q4 (+8% year-on-year, +1% month-on-month), with a gross profit margin of 40.1% (-3.9% year-on-year, -4.0% month-on-month); the company achieved IFRS

Selected Research Report | Tencent Holdings is about to release its 22Q1 financial report, and the ToB business is expected to “carry the banner” under the influence of the epidemic Read More »

Beishui added Meituan for the 24th consecutive day and sold Tencent today; Nanshui bucked the market and bought China Merchants Bank

On Monday, May 16, Nanxia Fund bought a net 1.932 billion Hong Kong dollars today, the 6th consecutive day of net buying. CNOOC, Meituan-W and Great Wall Motor received net purchases of HK$548 million, HK$471 million and HK$281 million respectively. Tencent Holdings ranked first in net sales, with an amount of 311 million Hong Kong

Beishui added Meituan for the 24th consecutive day and sold Tencent today; Nanshui bucked the market and bought China Merchants Bank Read More »

Selected Research Reports | “Little Tencent in Southeast Asia” Sea Q1 financial report will be released: losses are expected to further expand

[This article is compiled from licensed securities institutions and does not represent the platform’s views. Please make independent judgments and decisions] Abstract: Sea is expected to announce its 2022 Q1 results on Tuesday (May 17). Morgan Stanley expects 22Q1 adjusted EBITDA to expand to -$554 million, driven by lower gaming revenue and higher e-commerce losses.

Selected Research Reports | “Little Tencent in Southeast Asia” Sea Q1 financial report will be released: losses are expected to further expand Read More »

Still waiting for US stocks to rebound in the second quarter? Over half of traders are pessimistic

Source: Zhitong Finance APP A survey of traders by financial services firm Charles Schwab found that more than half of respondents expect a major correction in U.S. stocks in the second quarter of this year, while fewer than one-third of traders believe stocks will perform well. “Overall, the sentiment among traders was definitely bearish in

Still waiting for US stocks to rebound in the second quarter? Over half of traders are pessimistic Read More »

Morgan Stanley: The winter of Asia-Pacific technology stocks has come, will it cool down again?

Source: Wall Street News Author: Xia Yuchen Morgan Stanley believes that the retracement cycle of Asia-Pacific technology stocks is worse than the one in 2018, mainly due to the exit of the Fed’s put options. Stocks have cycles, and tech stocks are no exception. In a research report on May 12, Morgan Stanley said that

Morgan Stanley: The winter of Asia-Pacific technology stocks has come, will it cool down again? Read More »