Meituan & NetEase Beat, Debt Ceiling, US Dollar Weigh On Risk Assets

Xov Xwm Tseem Ceeb

Asia muaj lwm hmo tsaus ntuj ntawm US cov nuj nqis qab nthab kev txhawj xeeb tshwj tsis yog rau Taiwan, uas ua rau Nvidia cov nyiaj tau los siab dua.

Ironically, cov nuj nqis qab nthab yog tsav US duas siab dua li Asia Dollar Index poob ib hmos nrog rau Tuam Tshoj tus Renminbi. Teb Chaws Asmeskas lub zog tau hnyav rau cov khoom lag luam thoob ntiaj teb, tshwj tsis yog Asmeskas, lub hli dhau los txawm tias nws ua rau cov khoom lag luam txawv teb chaws thiab cov khoom lag luam pheej yig dua, uas yuav tsum pab txo qis nyiaj txiag. Tuam Tshoj Mainland thiab Hong Kong tau poob qis tom qab qhov kev ua tau zoo ntawm Asmeskas cov ntawv teev npe Tuam Tshoj cov khoom lag luam nag hmo, vim tias cov nuj nqis qab nthab thiab US-Tuam Tshoj kev nom kev tswv tsis tau pab.

Muaj kev sib tham txog kev pheej hmoo poob qis, piv txwv li, muag cov khoom lag luam ua ntej US 'peb hnub so haujlwm vim muaj nuj nqis qab nthab tsis paub tseeb raws li Hang Seng Index kaw qis dua 19k.

Kuv xav tsis thoob me ntsis los ntawm Western xov xwm tshaj tawm xov xwm txog COVID hauv Suav teb raws li ib tus kws tshawb fawb Suav tau hais tias tej zaum yuav muaj lub caij nplooj ntoo hlav. Kuv tau suav nrog Suav nroog metro caij tsheb los qhia tias tsis muaj kev hloov pauv ntawm tus cwj pwm txawm tias peb yuav saib xyuas qhov no. Cov xov xwm sab hnub poob ntawm UFO tsaws hauv Tiananmen Square yuav tsis ua rau kuv xav tsis thoob txog qhov no.

Nrog cov neeg yuav khoom zaum ntawm ib sab, qhov kev muag khoom no tseem hnyav rau cov khoom lag luam vim Hong Kong tsuas muaj 63 cov khoom lag luam niaj hnub no thaum 430 poob thiab 34 tsis hloov pauv. Exhibit A yuav yog cov neeg ua lag luam txawv teb chaws muag ntawm $ 1.4 billion tus nqi ntawm Mainland cov khoom lag luam thaum hmo ntuj ntawm Northbound Stock Connect. Nag hmo, peb tau hais tias qhov loj, yuav luag $ 500 lab, muag hauv Hong Kong-listed Hong Kong Tracker ETF. Hong Kong luv luv muag ntim khaws ib hmos mus rau 18% ntawm tag nrho cov Main Board turnover, tab sis tsis yog hais tias siab xav txog tag nrho cov ntim raws li luv luv muag nco ntsoov tsis yog luv luv lub lag luam dull. Tuam Tshoj Mainland tswj kev sib tw yav tav su uas tau txo qis. Nvidia cov txiaj ntsig tau txais kev saib xyuas ntau txawm tias Lenovo (992 HK) -1.38% uas tau tsav los ntawm qhov tsis muaj zog thoob ntiaj teb kev thov rau cov khoos phis tawj ntawm tus kheej, uas poob 29% xyoo dhau los thiab qis dua qib hauv 2019 thiab 2018 - txaus siab rau pej xeem spat raws li Great Wall Motor liam BYD ntawm overstating xoom. tso pa tawm.

Tom qab Hong Kong kaw, Meituan thiab NetEase yeej cov kws tshuaj ntsuam qhov kev cia siab ntawm peb qhov loj: cov nyiaj tau los, hloov kho cov nyiaj tau los, thiab hloov EPS, nrog rau qhov qub viav vias mus rau cov txiaj ntsig zoo. Lub caij no, Weibo cov txiaj ntsig tau sib xyaw.

Meituan Cov Nyiaj Tau Los:

• Cov nyiaj tau los +26.7% rau RMB 58.617B los ntawm Q1 2022's RMB 46.268B piv rau cov kws tshuaj ntsuam kev cia siab ntawm RMB 57.476B.
• Hloov kho cov nyiaj tau los yog RMB 5.491B los ntawm qhov poob ntawm (RMB 3.586B) ib xyoos dhau los piv rau cov kws tshuaj ntsuam kev cia siab ntawm RMB 1.948B. Kho EPS yog RMB 0.89 piv rau cov kws tshuaj ntsuam kev cia siab ntawm RMB 0.28.

NetEase Cov Nyiaj Tau Los:

• Cov nyiaj tau los +6.3% rau RMB 25B los ntawm RMB 23.555B thiab cov kws tshuaj ntsuam kev cia siab ntawm RMB 24.806B.
• Kho cov nyiaj tau los tau nce mus rau RMB 7.566B los ntawm RMB 5.117B thiab cov kws tshuaj ntsuam kev cia siab ntawm RMB 5.697B
• Kho EPS yog RMB 11.74 los ntawm RMB 7.81, thiab cov kws tshuaj ntsuam kev cia siab ntawm RMB 8.57.
• NetEase tau nce ob qho tib si nws cov nyiaj faib thiab cov khoom lag luam rov qab.

Weibo Cov Nyiaj Tau Los:

• Cov nyiaj tau los txo qis -15% rau $ 413 lab los ntawm $ 484 lab thiab cov kws tshuaj ntsuam kev cia siab ntawm $ 413 lab.
• Kho cov nyiaj tau los tau txo qis rau $111. lab los ntawm $ 132 lab piv rau cov kws tshuaj ntsuam kev cia siab ntawm $ 10 lab.
• Kho EPS yog $0.47 los ntawm $0.56 piv rau cov kws tshuaj ntsuam kev cia siab ntawm $0.43.
• Weibo tshaj tawm cov nyiaj faib tshwj xeeb ntawm $ 0.85 piv rau nag hmo tus nqi kaw ntawm $ 16.06.

Baidu's tig tawm ntawm nws cov yeeb yaj kiab luv luv yuav sau npe hauv Hong Kong.

Tuam Tshoj Ministry of Commerce yuav tsum tau ntsib nrog US Secretary of Commerce Raimondo thiab US Trade Representative Tsai hnub no thiab tag kis.

Hang Seng thiab Hang Seng Tech indexes poob -1.93% thiab -2.25%, feem, ntawm qhov ntim uas tau nce +17.95% los ntawm nag hmo, uas yog 97% ntawm 1-xyoo nruab nrab. 63 cov khoom lag luam tau nce siab, thaum 430 tsis kam. Main Board luv turnover nce +11.97% los ntawm nag hmo, 104% ntawm 1-xyoo nruab nrab, raws li 18% ntawm turnover yog luv turnover. Tus nqi poob qis dua qhov kev loj hlob; cov kaus mom me me "ua tau zoo" / poob qis dua lub kaus mom loj. Tag nrho cov kev lag luam tau poob qis, raws li cov neeg siv khoom txiav txim siab -3.19%, kev sib txuas lus -2.73%, thiab cov khoom siv -2.66%. Media tsuas yog qhov zoo sub-sector, thaum pib, khw muag khoom, thiab software yog qhov phem tshaj. Southbound Stock Connect ntim tau nruab nrab / lub teeb raws li Mainland cov tub ua lag luam tau yuav $ 919mm ntawm Hong Kong cov khoom lag luam, nrog Tencent ib lub vas loj yuav, Meituan ib nrab net yuav, thiab Kuiashou ib lub me me muag.

Shanghai, Shenzhen, thiab STAR Board diverged mus kaw -0.11%, -0.17%, thiab +0.98%, ntsig txog, ntawm ntim uas nce +6.79% los ntawm nag hmo, uas yog 92% ntawm 1-xyoo nruab nrab. 1,313 cov khoom lag luam tau nce siab, thaum 3,358 cov khoom lag luam poob qis. Kev loj hlob yam tseem ceeb tshaj qhov muaj txiaj ntsig zoo li cov kaus mom me me tshaj lub kaus mom loj. Tech thiab kev siv hluav taws xob tau nce +0.8% thiab +0.36%, thaum kev sib txuas lus -1.78%, kev txiav txim siab -1.55%, thiab lub zog -1.55%. Cov ntu sab saum toj yog cov khoos phis tawj, cov cuab yeej tsim hluav taws xob, thiab roj, thaum internet, kab lis kev cai xov xwm, thiab cov hlau muaj txiaj ntsig yog qhov phem tshaj. Northbound Stock Connect ntim tau lub teeb / nruab nrab raws li cov tub ua lag luam txawv teb chaws muag $ 1.352B ntawm Mainland stocks, nrog Foxconn muag me me, Longi Green thiab Kweichow Moutai nruab nrab muag muag. CNY thiab Asia duas index poob piv rau US duas li Treasury bonds poob. Tooj thiab hlau muaj lwm hnub nyuaj.

Txoj kev tshwm sim tom ntej

Koom nrog peb Hnub Wednesday, Lub Rau Hli 7th ntawm 8:30 sawv ntxov EDT rau peb lub rooj sib tham virtual:

KraneShares Ntiaj Teb Kev Nyab Xeeb & Carbon Virtual Investment Summit

Nyem no mus sau npe

Thov nco ntsoov qhov txuas saum toj no yog rau nplooj ntawv sau npe virtual. Rau cov neeg uas xav mus koom qhov kev tshwm sim ntawm New York Tshuag Txauv rau hnub Wednesday, Lub Rau Hli 7th, tseem muaj cov rooj zaum tsawg kawg rau lub rooj sib tham ntawm tus kheej. Nyem no mus rau npe. Kev tso npe rau qhov kev tshwm sim ntawm tus kheej yog qhib rau cov kws tshaj lij nyiaj txiag nkaus xwb.

4.5 CFP & CIMA CE Credits Muaj

Yav Tom Ntej Webinar

Koom nrog peb hnub no thaum 2 teev tsaus ntuj EDT rau peb lub vev xaib nrog VettaFi:

Recharge On Electric Vehicles: Market Update

Nyem no mus sau npe

Hmo Kawg Ua Yeeb Yam

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

• CNY rau USD 7.07 piv rau 7.05 nag hmo
• CNY rau EUR 7.59 piv rau 7.59 nag hmo
• Asia Dollar Index -0.21% thaum hmo ntuj
• Tos ntawm 10-Xyoo Tsoom Fwv Nyiaj 2.71% piv rau 2.70% nag hmo
• Tos ntawm 10-xyoo Tuam Tshoj Kev Tsim Kho Nyiaj Txiag Nyiaj 2.87% tiv tiag 2.87% nag hmo
• Tus Nqi Tooj Kub -1.08% dhau ib hmo
• Steel Nqe -2.30% thaum hmo ntuj