Stocks & Markets Analysis

We judge that 2023 will be a crucial year for Tesla to break through in the field of autonomous driving. The hardware side will launch the HW4.0 version, and the software side has tested the BetaV11 version in a small range, and the feature richness is gradually improving. The regions with a high FSD penetration rate of the company are mainly in North America. At present, the United States has issued corresponding documents at the national lev...

Event
It plans to spin off Jingdong Production and Development and will continue to hold more than 50% of the shares after the spin-off.
On March 30, JD.com and JD.com submitted listing applications to the Hong Kong Stock Exchange. JD.com plans to spin off JD.com and JD. As of March 30, 2023, JD.com, through its wholly-owned subsidiary, holds approximately 74.96% of JD.com'...

Although the collapse of Silicon Valley Bank has caused severe shocks in the financial market recently, the performance of technology giants is the leader in the overall sluggish U.S. stock market.
Since the collapse of Silicon Valley Bank on March 8 triggered a banking panic, the stock prices of the five companies with the highest market capitalization—Apple, Mic...

For the first 12 weeks of 2023 the iEdge S-REIT Index generated a 3% total return. Within the S-REIT Sector, Industrial S-REITs averaged the highest median total returns over the past 12 weeks at 4%.
The recent earnings season saw Industrial S-REITs record positive rental reversions. Multiple Industrial S-REITs have employed further cost-saving measures such as hedging borrowings to fixed rates, as well as initiatives to r...

The core point of view: The platform may have been reconfirmed in mid-December, and Hong Kong stocks can be deployed aggressively along the molecular side
The bottom of Hong Kong stocks (the platform position in mid-December last year) may have been confirmed under multiple logical verifications. In this FOMC meeting, from the denominator side or reconfirmation of the bottom of the Hong Kong stock market, the ...

Event
On March 28, Zhang Yong, chairman, and CEO of Alibaba Group, announced the launch of the "1+6+N" organizational transformation: under Alibaba Group, the establishment of Alibaba Cloud Smart, Taobao Tmall Business, Local Life, International Digital Six major business groups and multiple business companies including Commerce, Cain...

On March 27, 2023, Carnival Cruises announced its performance for the first quarter of 2023.
Net Loss: Under U.S. GAAP, the company's net loss for the first quarter of 2023 was $693 million, or $0.55 per diluted share; the adjusted net loss was $690 million, or $0.55 per diluted share, Better than the company's previous guidance range for a net loss of US$750 million to US$850 million.
Revenue: $4.4 billion in Q1 2023, 95% of...