$美團-W(03690.HK)$released the consumption data on its platform during the May Day Golden Week holiday. On the first 3 days of the holiday, national consumption of local life services increased by 25% YoY, and national dine-in orders hiked by 73% YoY. Among them, Shanghai ranked first in terms of spending on local life services. On the tourism front, data showed that tourism orders (including scenic spots, ac...
Back in beginning of April, I shared that China/HK stocks are showing sign of strength. On top of the policies that China government impose, charts have continuously formed higher low, and nearing a high - close to a breakout $3倍做多富時中國ETF-Direxion(YINN.US)$YINN - leveraged ETF of$中國大盤股ETF-iShares(FXI.US)$FXI, it tracks the big cap of China companies, have similar price movement but 3 times leveraged. I made my buying ...
Underpinning the latest acceleration in manufacturing sector growth was better demand conditions. Incoming new orders expanded at the fastest pace in over a year, supported by improvements in underlying demand conditions and marketing efforts from manufacturers. Additionally, new orders from abroad expanded at the fastest pace since December 2020. Global market demand improved at the start of the second quarter. In turn, Chinese manufacturers raised their production levels at the...
Business production continues to accelerate. The production index stands at 52.9%, a rise of 0.7 percentage points from the previous month, the highest since April 2023, indicating a slight acceleration in the expansion of manufacturing enterprises. The new order index is at 51.1%, a decrease of 1.9 percentage points from the previous month, but still within the expansion zone, indicating that the market demand for manufacturing continues to recover. Looking at external ...
$美團-W(03690.HK)$ Figure 1: Back to early 2023, Meituan share price dropped drastically as market/analyst expected it will be affected badly with Douyin expanding into takeout business. Figure 2: A year later, what market/analyst expectation is not happened!! In fact, Meituam and Douyin has different target consumer segment. Meituan consumer: know exact what want to buy Douyin consumer: sudden want to buy when watch livestream Figure 3: At what price it should be? In early...
The short selling turnover of HK market at close amounted to $26.3 billion, or 18.5% of the turnover of securities eligible for short selling, against 17.7% on the last trading day. Top five shares with highest short selling amount: $盈富基金(02800.HK)$'s short selling ratio is 31.9%, with a turnover of $2.3 billion $恒生中國企業(02828.HK)$'s short selling ratio is 44.6%, with a turnover of $2.1 billion...
美團(ADR)股票討論區
On the tourism front, data showed that tourism orders (including scenic spots, ac...
For technology stocks, $阿里巴巴-SW(09988.HK)$ opened falling 0.6% at $79.05, $騰訊控股(00700.HK)$ opened dropping 0.8% at $367.4, $網易-S(09999.HK)$...
For techs, $阿里巴巴-SW(09988.HK)$ , $騰訊控股(00700.HK)$ , $美團-W(03690.HK)$ and $京東集團-SW(09618.HK)$ added 0.1-0.4%, while $百度集團-SW(09888.HK)$ and $快手-W(01024.HK)$ picked up 0.8% and 1.3%. $網易-S(09999.HK)$ gained ...
On top of the policies that China government impose, charts have continuously formed higher low, and nearing a high - close to a breakout
$3倍做多富時中國ETF-Direxion(YINN.US)$ YINN - leveraged ETF of $中國大盤股ETF-iShares(FXI.US)$ FXI, it tracks the big cap of China companies, have similar price movement but 3 times leveraged. I made my buying ...
Incoming new orders expanded at the fastest pace in over a year, supported by improvements in underlying demand conditions and marketing efforts from manufacturers.
Additionally, new orders from abroad expanded at the fastest pace since December 2020. Global market demand improved at the start of the second quarter.
In turn, Chinese manufacturers raised their production levels at the...
The new order index is at 51.1%, a decrease of 1.9 percentage points from the previous month, but still within the expansion zone, indicating that the market demand for manufacturing continues to recover.
Looking at external ...
For techs, $阿里巴巴-SW(09988.HK)$ , $騰訊控股(00700.HK)$ , $美團-W(03690.HK)$ , $小米集團-W(01810.HK)$ and $網易-S(09999.HK)$ gained 0.6-1.3%, while $京東集團-SW(09618.HK)$ slipped 0.8%. $百度集團-SW(09888.HK)$ and $商湯-W(00020.HK)$ slipped 0...
Figure 1: Back to early 2023, Meituan share price dropped drastically as market/analyst expected it will be affected badly with Douyin expanding into takeout business.
Figure 2: A year later, what market/analyst expectation is not happened!! In fact, Meituam and Douyin has different target consumer segment.
Meituan consumer: know exact what want to buy
Douyin consumer: sudden want to buy when watch livestream
Figure 3: At what price it should be? In early...
$阿里巴巴(BABA.US)$ $阿里巴巴-SW(09988.HK)$ $騰訊控股(00700.HK)$ $騰訊控股(ADR)(TCEHY.US)$ $美團(ADR)(MPNGY.US)$ $美團-W(03690.HK)$ $比亞迪股份(01211.HK)$ $蔚來-SW(09866.HK)$
Top five shares with highest short selling amount:
$盈富基金(02800.HK)$ 's short selling ratio is 31.9%, with a turnover of $2.3 billion
$恒生中國企業(02828.HK)$ 's short selling ratio is 44.6%, with a turnover of $2.1 billion...
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