Betting on earnings with options: when is the best time to enter? This question troubled me for a long time. Entering too early means the news is unclear, possibly leading to a wrong bet and wasting time value. Entering too late means the option's implied volatility (IV) is too high, causing a premium on the option, and any IV adjustment makes it a loss. Today, I want to disc...
, an improvement on the 3% fall seen in the fourth quarter. The company said revenue from one of is high-profiles games “Honour of Kings” declined year-on-year against a high base versus Chinese New Year, while there was “weak monetisable content” from “Peacekeeper Elite.” International games revenue rose 3% year-on-year in the first quarter, better than the 1% increase seen in the previous quarter. Tenc...
15th May 2024 (Wed) Daily Outlook Summary - What Is Happening In The Markets US equity markets marched higher last night. Despite U.S Fed chair Jerome Powell highlighting that the PPI data was "mixed rather than hot", at the same time still maintaining the view that the U.S Fed will require more time to monitor inflationary trends. Equity futures dipped slightly before letting the bullish sentiment take over, following the shift to 'meme'-stocks like...
$テンセント(00700.HK)$&$アリババ・グループ・ホールディング(BABA.US)$ Alright folks, let’s talk about the two biggest names in China's internet game: Tencent and Alibaba. It’s like the ultimate reality show—one's living the high life, and the other’s going through a mid-life crisis! First up, Tencent! These guys are on fire! Earnings up 62%—they're like the Elon Musk of the internet world, shooting for Mars. They're the proud parents of WeChat, and...
Earnings Call Highlights: - SaaS Revenue: Outstanding performance in Q1, with WeCom (Enterprise WeChat) and Tencent Meeting both seeing over 100% growth. - Advertising Growth: Driven by WeChat Video Accounts and Mini Programs, offsetting the slowdown in domestic game revenue. Tencent’s Q1 profit saw a significant rise, with gross margin improving from 45% last year to 53%. - Managemen...
$テンセント(00700.HK)$If irony held true, this used to be my joke to friends who used to think I was foolish for continuing to buy this stock down since 2020. They joked about my “ten cents” stock. With today’s Q1 2024 just released results, there is finally hope indeed all factors being equal. While not mind blowing results, they are good results especially earnings:com/uploads/202... Overall trend should be towards upside while see sawing around current range...
Monday May 13 Data: US April NY Fed 1-yr inflation expectations, Japan April M2, M3, Germany March current account balance, Canada March building permits Central banks: Fed's Mester and Jefferson speak Earnings: SoftBank, Tencent Music, Petrobras Tuesday May 14 Data: US April PPI, NFIB small business optimism, UK Q1 output per hour, March weekly earnings, employment change, April jobless claims change, Japan April PPI, machine tool orders, Germany and Eurozone May Zew surv...
Entering too early means the news is unclear, possibly leading to a wrong bet and wasting time value. Entering too late means the option's implied volatility (IV) is too high, causing a premium on the option, and any IV adjustment makes it a loss.
Today, I want to disc...
International games revenue rose 3% year-on-year in the first quarter, better than the 1% increase seen in the previous quarter. Tenc...
Summary - What Is Happening In The Markets
US equity markets marched higher last night. Despite U.S Fed chair Jerome Powell highlighting that the PPI data was "mixed rather than hot", at the same time still maintaining the view that the U.S Fed will require more time to monitor inflationary trends. Equity futures dipped slightly before letting the bullish sentiment take over, following the shift to 'meme'-stocks like...
Alright folks, let’s talk about the two biggest names in China's internet game: Tencent and Alibaba. It’s like the ultimate reality show—one's living the high life, and the other’s going through a mid-life crisis!
First up, Tencent! These guys are on fire! Earnings up 62%—they're like the Elon Musk of the internet world, shooting for Mars. They're the proud parents of WeChat, and...
- SaaS Revenue: Outstanding performance in Q1, with WeCom (Enterprise WeChat) and Tencent Meeting both seeing over 100% growth.
- Advertising Growth: Driven by WeChat Video Accounts and Mini Programs, offsetting the slowdown in domestic game revenue. Tencent’s Q1 profit saw a significant rise, with gross margin improving from 45% last year to 53%.
- Managemen...
- Reported Net Profit: RMB 41.889 billion (+62.1% YoY)
- Exceeded upper limit of forecast range by 7 brokers (RMB 31.618 billion to RMB 36.096 billion).
- Non-IFRS Net Profit: RMB 50.265 billion (+54.5% YoY)
- Surpassed upper limit of forecast range by 17 brokers (RMB 39.3 billion to RMB 44.6 billion).
- Basic EPS: RMB 5.375
Revenue:
- Total Revenue: RMB 159.501 billion (+6.3% YoY)
...
For techs, $阿里巴巴集団(09988.HK)$ climbed 1.8% to $82.65, while $テンセント(00700.HK)$ picked up 1% to $381.8 before release their quarterly results. $BIDU-SW(09888.HK)$ and ...
With today’s Q1 2024 just released results, there is finally hope indeed all factors being equal. While not mind blowing results, they are good results especially earnings: com/uploads/202...
Overall trend should be towards upside while see sawing around current range...
Data: US April NY Fed 1-yr inflation expectations, Japan April M2, M3, Germany March current account balance, Canada March building permits
Central banks: Fed's Mester and Jefferson speak
Earnings: SoftBank, Tencent Music, Petrobras
Tuesday May 14
Data: US April PPI, NFIB small business optimism, UK Q1 output per hour, March weekly earnings, employment change, April jobless claims change, Japan April PPI, machine tool orders, Germany and Eurozone May Zew surv...
$ALIBABA GROUP HOLDING LTD(BABAF.US)$ $アリババ・グループ・ホールディング(BABA.US)$ $Hang Seng TECH Index(800700.HK)$
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