Alibaba's Softbank Overhang Clarified Raws li Cov Neeg Txawv Tebchaws Txaus Siab

Xov Xwm Tseem Ceeb

Asian equities yog lub hiav txwv liab ntawm lub teeb ntim raws li South Asia tuav tau me ntsis zoo dua North Asia tom qab US cov khoom lag luam meltdown nag hmo.

Tom qab Hong Kong kaw, Alibaba thiab Softbank tau tshaj tawm cov lus tshaj tawm tom qab qhov kawg tau txo lawv txoj haujlwm hauv qhov qub mus rau 14.6% los ntawm 23.7% los ntawm kev muag 242 lab shares ntawm cov ntawv cog lus derivative. Hauv paus, Softbank sau / muag ib qho hauv cov nyiaj hu rau cov tuam txhab lag luam uas tso cai rau lub tuam txhab khaws cov nyiaj tau los thiab sau txog $ 34 billion nce. Cov tsev txhab nyiaj yuav tiv thaiv lawv tus kheej thaum lawv muag cov khoom lag luam zoo. Tus yuam sij yog Softbank tau hais tias lawv yuav tsis ua qhov no ntxiv ua kom muaj kev pheej hmoo ntawm ntau cov khoom muag muag xws li kev tshaj tawm ntawm cov khoom lag luam. Zoo ib yam li qhov tshwm sim rau Tencent li Prosus tseem muag cov khoom tab sis tsis muaj kev taw qhia txog thaum nws yuav xaus.

Tuam Tshoj Lub Xya Hli CPI yog 2.7% piv rau qhov xav tau 2.9% thiab Lub Rau Hli 2.5% tau tsav los ntawm cov nqaij npuas siab thaum PPI yog 4.2% piv rau qhov xav tau 4.9% thiab Lub Rau Hli 6.1%. Cov ntaub ntawv nyiaj txiag tsis yog kev ua lag luam. Ib zaug ntxiv Hong Kong / offshore lag luam underperformed raws li txawv teb chaws kev xav tsis muaj zog tab sis lub Mainland lag luam tsis muaj zog. Tsuas yog 9 ntawm Hong Kong 100 feem ntau cov khoom lag luam loj tshaj plaws tau nce hnub no. Lub Hang Seng kaw qis dua 20k qib ntawm 19,610 uas yog ze li ntawm -10% los ntawm Covid qis hauv lub Peb Hlis 2020.

Nws yog hmo ntuj ntawm xov xwm txawm hais tias ob peb qhov tsis zoo muaj qhov cuam tshuam loj dua vim lub teeb / nyias ntim. Hong Kong thiab qis dua Suav cov khoom kho mob tshwj xeeb tshaj yog Wuxi Biologics -9.26% tau raug mob hnyav vim ob peb tus neeg ua haujlwm hauv zos hais tias cov tuam txhab kev siv zog tshem tawm ntawm Asmeskas cov npe tsis tau lees paub tsis zoo. Kuv txoj kev nkag siab yog US Department of Commerce tsis tuaj xyuas Hong Kong, yog li lawv yuav tsis hais cov tuam txhab tsis koom nrog nuclear, missile, thiab tshuaj lom neeg / riam phom lom neeg.

Cov npe vaj tsev tau poob qis tom qab tus tsim tawm Longfor poob -16.4% ntawm tsis muaj xov xwm tshem tawm tag nrho cov haujlwm. Cov khoom lag luam thiab cov ntawv cog lus ntawm cov tuam txhab vaj tsev hauv Suav teb tau raug cuam tshuam hnyav heev uas tau hloov pauv tag nrho. Qhov no tsis yog vim muaj teeb meem sab hauv, vim tias muaj kev pheej hmoo tawm / nce nyiaj hauv Teb Chaws Asmeskas tau ua rau cov credit nthuav dav hauv ntau lub khw muag nyiaj tau los. Piv txwv li, JP Morgan Asia US $ high yield bond index tsis zoo li nws tau ua ib xyoos dhau los. Nyob rau hauv qhov Performance index, Suav cov cuab yeej cuab tam tau nce los ntawm 41% mus rau 15% raws li cov vaj tse poob qis los ntawm 48% mus rau 25% ntawm qhov Performance index! Thaum tsaus ntuj ib lub hauv paus xov xwm hauv Mainland tau sau tseg tias kev so tseem ceeb ntawm kev yuav khoom vaj tse nyob thoob plaws ntau lub nroog thiab cov xeev hauv Suav. Kom meej meej tsoomfwv xav tau los txhawb cov haujlwm no thiab tau txais cov neeg tsim khoom kom tiav lawv cov haujlwm. Nws yuav nthuav kom pom tias qhov teeb meem no tau hais li cas.

Lub Hang Seng thiab Hang Seng Tech poob qis -1.96% thiab -2.83% ntawm ntim +8.63% los ntawm nag hmo uas yog 66% ntawm 1-xyoo nruab nrab. Tsuas yog 36 Tshuag nce siab thaum 454 tsis kam. Hong Kong luv luv muag turnover nce +17.3% uas yog 73% ntawm 1-xyoo nruab nrab thaum muag luv luv turnover accounted rau 18% ntawm tag nrho cov turnover. Kev loj hlob thiab tus nqi tseem ceeb tau sib xyaw ua cov kaus mom loj "ua tau zoo dua" cov kaus mom me me. Tag nrho cov kev lag luam tau poob qis nrog lub zog -0.48% thaum kho mob -5.32%, vaj tse -4.51%, thiab tech -2.9%. Telecom ntsig txog cov haujlwm hauv qab no yog ob peb qhov zoo thaum Foxconn ecosystem stocks, kev kho mob sub-sectors yog qhov phem tshaj. Southbound Stock Connect ntim tau teeb pom kev zoo raws li cov neeg ua lag luam hauv av yog cov neeg yuav khoom ntawm Hong Kong nrog Tencent, Li Auto, thiab Tianqi Lithium pom cov khoom me me thaum Meituan, Kuiashou, thiab Xpeng tau muag me me.

Shanghai, Shenzhen, thiab STAR Board poob -0.54%, -0.35%, thiab -0.53% ntawm ntim +1.71% uas yog 91% ntawm 1-xyoo nruab nrab. 1,914 cov khoom lag luam nce siab thaum 2,557 cov khoom lag luam poob qis. Tus nqi tseem ceeb tshaj qhov kev loj hlob zoo li qhov loj thiab me me tau tiaj tus piv rau ib leeg. Cov ntaub ntawv tsuas yog qhov zoo tshaj plaws +0.01% thaum txiav txim siab -2.1%, kev kho mob 1.69%, thiab staples -1.68%. Sab saum toj sub-sectors suav nrog petrochemicals, hlau muaj nuj nqis, thiab hnub ci zog thaum lithium, roj teeb, thiab aviation / tshav dav hlau yog qhov phem tshaj. Northbound Stock Connect ntim tau teeb raws li cov tub ua lag luam txawv teb chaws muag - $ 923 lab ntawm Mainland stocks. Shorter maturity Treasury bonds tau muag dua thaum CNY eased -0.05% piv rau US $ thiab tooj liab nce +0.25%.

Hmo Kawg Ntawm Kev Sib Pauv Cov Nqi, Tus Nqi, & Liaj Teb

• CNY / USD 6.76 piv rau 6.75 nag hmo
• CNY / EUR 6.92 piv rau 6.90 nag hmo
• Tos ntawm 10-Xyoo Tsoom Fwv Nyiaj 2.74% piv rau 2.74% nag hmo
• Tos ntawm 10-xyoo Tuam Tshoj Kev Tsim Kho Nyiaj Txiag Nyiaj 2.91% tiv tiag 2.91% nag hmo
• Tus Nqi Tooj Liab + 0.25% dhau ib hmo