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一周前瞻 | B站、网易、理想汽车、港交所财报来袭!市场聚焦鲍威尔证词

Look ahead for a week | bilibili, NetEase, ideal Automobile, HKEx earnings report! The market focuses on Powell's testimony.

Moomoo News ·  Feb 21, 2021 04:46

Major financial events:

The big financial report is coming! NetEase 、Bilibili, ideal car,Nvidia,HKEx and other results to be announced

Regular data such as the revised GDP for the fourth quarter of the United States, the PCE Price Index for January, and initial claims for unemployment benefits will be released one after another.

The Federal Reserve of New Zealand will usher in the interest rate resolution, British Prime Minister Johnson issued a statement on ending the anti-epidemic blockade, and Powell will attend the Senate Banking Committee hearing.

Monday February twenty _ second

Key words: lifting the blockade of epidemic prevention in the UK and reporting the financial results of the voice network.

There were few economic data on Monday, focusing on indicators such as the monthly rate of the US Consultative Conference's leading indicator and the Dallas Federal Reserve Business activity Index.

In terms of financial events, the British government will release a plan to lift the third blockade of epidemic prevention. More than 16 million people in the country have received at least one dose of the vaccine. The release process will be rolled out gradually, possibly starting with the reopening of primary schools on 8 March. British Prime Minister Johnson said that March 8 is the earliest date for the reopening of schools in England, after the reopening of schools, people's daily life and other restrictions will be gradually relaxed.

In terms of financial results, US stocks have risen a lot recently.$Sound Network (API.US) $The financial results will be announced.

Voice Network: the real-time audio service behind Clubhouse announced that it will announce its financial results for the fourth quarter and full year of 2020 in the morning of February 23, Beijing time (after US stocks traded on February 22, Eastern time). In addition, the management will hold an earnings call at 9:00 Beijing time (20:00 US Eastern time on February 22nd).

Tuesday February twenty _ third

Keywords: euro zone CPI,SJM Holdings / HSBC Holdings / Hang Seng Bank Financial report

In terms of Tuesday's economic data,Today, the National Bureau of Statistics will release a monthly report on housing sales prices in 70 large and medium-sized cities at 9:30 Beijing time. In addition, investors should pay attention to the number of jobless claims / unemployment in the UK in January, the final value of euro zone CPI in January, the Conference Board Consumer confidence Index in February in the United States, the Richmond Fed Manufacturing Index in February, and so on.

In terms of financial affairs, Federal Reserve Chairman Colin Powell will attend the hearing of the US Senate Banking Committee on Tuesday and the hearing of the House Financial Services Committee on Wednesday. He is expected to discuss the outlook for interest rates and fears that inflation may start to rise.

In terms of financial results, the Hong Kong stock market ushered in today.$SJM Holdings (00880.HK) $$HSBC Holdings (00005.HK) $Hang Seng Bank (00011.HK) $Financial results, US stocks$Home Depot (HD.US) $$Square (SQ.US) $U. S. stocks will also report results before and after trading on Tuesday, respectively.

SJM Holdings: according to a research report released by Morgan Stanley, the number of visitors and gross gaming revenue (GGR) in Macau this Lunar New year are weaker than those in October last year, and the number of visitors to Macau in the New year is even lower than market expectations, but Morgan Stanley believes that the current valuation of Hao betting stocks is cheap, and it is expected that the licence may be extended to a certain period of time this year, and is optimistic about the development of Macau's gaming industry next year.

HSBC Holdings:According to the Goldman Sachs research report, currency control will announce last year's full-year results on Tuesday (23rd), and the group is expected to continue to streamline its operating structure, further shift its business focus to Asia, and restart its capital gains. The bank gave the group a target price of HK $59 with a rating of "buy".

Wednesday February twenty _ fourth

Key words: Powell's testimony, HKEx / Nvidia / bilibili Financial report

On economic data on Wednesday, the Federal Reserve of New Zealand will release interest rate decisions and monetary policy statements, which will be its first monetary policy decision in 2021. The market now believes that the Fed of New Zealand is expected to keep interest rates unchanged this time as the economy rebounds faster from the epidemic, but there is still a long way to go to tighten policy.

In terms of financial events, it is worth noting that one of the key events this week is the testimony of Federal Reserve Chairman Colin Powell. The market will look for evidence that the Fed will ignore rising inflation and keep interest rates close to zero. Investors also want to see under what conditions the Fed will consider introducing yield curve controls.

In addition, the focus is on the U. S. economic stimulus package, when more U. S. officials are likely to stress the importance of passing it.

In terms of financial statements, Hong Kong stocks$Hong Kong Exchanges and Clearing (00388.HK) $Budweiser Asia Pacific (01876.HK) $$IMAX China (01970.HK) $Us stocks$Nvidia (NVDA.US) $$bilibili (BILI.US) $The financial results will be announced today, which is worth paying attention to.

HKEx:UBS recently raised the target price of the Hong Kong Stock Exchange from HK $460 to HK $650, maintained its "buy" rating, and raised its forecast for the average daily trading volume of Hong Kong stocks this year and next year by 18% to 20%. The latest forecast is that the average daily trading volume will reach HK $193 billion this year and HK $230 billion next year, compared with an average of HK $96 billion over the past five years.

Bilibili:Wall Street generally expects fourth-quarter sales to grow by 80% and operating loss to fall by 10%. The strong performance of Yuanshen, a co-operating game released by bilibili in September, may have helped the company's steady growth in its game business. The increase in streaming activities for major games may contribute to the continued growth of value-added services. The extensive broadcast of the Spring Festival Gala and bilibili may continue to expand and increase the user base.

Thursday February twenty _ fifth

Keywords: us fourth quarter GDP, US initial jobless claims, NetEase / ideal / Moderna financial report

On Thursday, in terms of economic data, we should pay attention to the number of GDP and initial jobless claims in the United States in the fourth quarter. The US fourth-quarter GDP correction is likely to be slightly better than the previous figure, although the data released this week are mixed, but the market is still full of expectations for a large-scale stimulus package and is expected to accelerate the US economic recovery.

Under such circumstances, the number of initial claims for unemployment benefits in the United States may decline again. Economists point out that jobless claims remained painfully high last week, but we see hopeful signs that claims will start to fall sharply in the next month or two. More than half of the 22.2 million jobs lost during the pandemic have been restored. The Congressional Budget Office estimates that employment will not return to pre-pandemic levels until 2024.

Financial results, today ushered in a number of star companies financial reports. Hong Kong stocks ushered in$Baiji China (06160.HK) $Standard Chartered Group (02888.HK) $Financial results, US stocks will be ushered in one after another$NetEase (NTES.US) $$ideal car (LI.US) $$Moderna (MRNA.US) $$Salesforce (CRM.US) $$Beyond Meat (BYND.US) $Financial report.

Ideal car:CICC recently released an ideal car research report, believing that it is less difficult to transform the program architecture into pure electric vehicles, and that the company's pure electric models will be launched faster, while the company's smart driving research and development progress will also be accelerated and will be gradually realized with the release of new products. the valuation gap is expected to narrow. Maintain the company's outperform industry rating, keep the profit forecast unchanged, and keep the company's target price unchanged at $40.

NetEase:China's top private equity Gao Yi recently announced its position, with NetEase as its third largest stock, with a total holding of more than 47.43 million US dollars, and increased its stake in NetEase from 97000 shares to 495000 shares in the fourth quarter.

Friday February twenty _ sixth

Key words: G20 meeting, monthly rate of personal expenditure in the United States,Zhaoyan new drug on the market

Friday economyData aspectFocus on France's fourth-quarter GDP, US January personal spending and January core PCE price index.

Notably, US personal spending is expected to rise sharply in January, thanks to the stimulus bill signed by the Trump administration at the end of 2020.

The core PCE price index is expected to fall 0.2% in January, the Fed's most important indicator of inflation. The Fed's loose monetary policy does not seem to play a sufficient role in rising prices, but is fully reflected in asset prices.

In terms of financial events, the Group of 20 finance ministers and central bank governors will hold a video conference on February 26-27, which is expected to discuss the COVID-19 epidemic, the global economy and possible ways of cooperation.

In terms of financial statements, Hao gambling stocks$MGM China (02282.HK) $The financial results will be announced today.

In terms of new shares$Zhaoyan new drug (06127.HK) $It will be listed for a second time in Hong Kong today, attracting more than 540000 subscribers at the end of the IPO. The public offering is initially more than 310 times oversubscribed, with a capital freeze of about 184 billion yuan. It is expected to be priced at an IPO ceiling of 151yuan and raise about 6.542 billion yuan.

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In the new week, I wish all investors all the best and enjoy their work. Thank you for your support to Futu Information all the way!

Edit / emily

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