8.28K
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2025-06-28
The Latest HK SDRs - Why JD.com, SMCI & PetroChina Could Supercharge Your Portfolio
🌟🌟🌟The Singapore Stock Exchange has just introduced 3 new Hong Kong and 3 new Thai Singapore Depository Receipts (SDRs) on 23 June. I am super excited about the 3 latest Hong Kong SDRs - JD.com, SMIC and PetroChina as they are gateways to China's innovation, consumption and energy future. All 3 SDRs are accessible from the SGX with SGD pricing and low entry barriers of under SGD 250. JD.com - The Undervalued Titan of China's AI Driven ECommerce JD.com $JD HK SDR 10to1(HJDD.SI)$ is China's second largest ECommerce platform, operating a fully integrated logistics network. It also runs JD Health, JD Logistics and JD Property, giving it a diversified tech retail ecosystem. Q1 FY25 Highlights - Revenue is RMB301.1
TOPKristina_: JD and SMIC are the real tech gems here—AI, semis, logistics—all powering China’s future. PetroChina’s green pivot adds a nice twist. Loving this balanced tech + energy play! 🚀🌱
1.25K
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2025-06-27
Constellation Brands (STZ) Restructuring Action Progress To Watch On Earnings
$Constellation(STZ)$ is scheduled to report its financial results for the first quarter ended May 31, 2025, on Tuesday, 01 July 2025, after the close of the U.S. markets. Earnings Per Share (EPS): Analysts expect a decline in EPS year-over-year. The consensus estimate is around $3.29 to $3.40 per share, down from $3.57 per share in the prior-year period (Q1 Fiscal Year 2025). The most accurate estimate is slightly lower than the Zacks Consensus Estimate, suggesting a bearish sentiment among some analysts. Based on the earnings per share (EPS) consensus estimate from TradingView, we are looking at $3.31 per share. Revenue: Wall Street anticipates quarterly revenue of approximately $2.56 billion, compared to $2.66 billion a year earlier. This represe
TOPTrump stoped tariff talks with Canada. This sells to Canadians probably why it’s down. But is it going to affect ER next week
2.61K
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2025-06-28
Shift4 Eyes 30% Annual Revenue Growth Through 2028 with Margin Expansion
Shift4 is a fully integrated payment processor targeting underserved verticals like hospitality, restaurants and events.Management is guiding to >30% compound annual revenue growth to 2028 with at least 300bps of operating margin expansion.Shift4’s acquisition of Global Blue will accelerate European expansion and onboards a luxury-focused book of business.Global Blue holds a 70% market share in VAT refunds in Europe, with customers concentrated in luxury retail including LVMH and Burberry with an average customer relationship of over 20 years.Global Blue also holds a 20% market share in point-of-sale currency exchange in the EU, a 96.3% gross margin business.Shift4’s point-of-sale system maintains the highest customer satisfaction rate in the restaurant industry, with 99% restaurant ret
TOPFIS is not FISERV. FIS is not a payment company. buy the dip
2.38K
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2025-06-28
This week on Clouded Judgement: New Rules for a New Game
This week on Clouded Judgement: New Rules for a New Game- Median software multiple: 5.3x- High Growth software median: 21.8x- Mid Growth software median: 8.5x- Low Growth software median: 4.1x- 10Y: 4.2%ImageThis week in enterprise software: Top 10 SaaS Cloud multiples as of today's market close $Palantir Technologies Inc.(PLTR)$ $Cloudflare, Inc.(NET)$ $CrowdStrike Holdings, Inc.(CRWD)$ $Zscaler Inc.(ZS)$ $Snowflake(SNOW)$ $ServiceNow(NOW)$ $Guidewire(GWRE)$ $
1.41K
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2025-06-28
SPX - BUY-THE-DIP!
BUY-THE-DIP! $S&P 500(.SPX)$ is anticipated to pullback for a fractal B-Wave to the 6135-6097 range.If so, that range should act as support to extend the 5th wave to the 6250-6265 targets.There is risk of a correction once those targets are reached, but for now looking higher above the 50% retrace of the 5th, now 6065. $SPDR S&P 500 ETF Trust(SPY)$ $E-mini S&P 500 - main 2509(ESmain)$ $NASDAQ 100(NDX)$ $Invesco QQQ(QQQ)$ $E-mini Nasdaq 100 - main 2509(NQmain)$ ImageImageClosed the week STRONG with an easy 10 point win
1.75K
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2025-06-28
We are not even 3 months into a new Bull Market.The shortest Bull Market since 1960 was ~15 months (Dec ‘18 - Mar ‘20). $SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ $iShares Russell 2000 ETF(IWM)$ ImageFor whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly!Find out more here：Trade on a Cash Boost Account and enjoy up to 6 months of Commission-Free trading.💰Join the TB Contra Telegram Group to Get $10 Trading Vouchers Now🎉
5.37K
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2025-06-27
Why Gold and US Stocks Move in Opposite Directions
Since mid-June, the escalation of geopolitical tensions in the Middle East, marked by the outbreak of the Israel-Iran conflict, briefly triggered market panic. However, after a short-lived “one-day” drop in risk assets, markets rebounded sharply, and both gold and oil prices surged before pulling back. We believe that the trajectory of major asset classes remains determined by trade policy. In the short term, a “seesaw” effect between risk assets and safe-haven assets has become apparent. U.S. stocks have rebounded, buoyed by three main factors: heightened expectations of Federal Reserve rate cuts, an easing of the Israel-Iran conflict, and increased stock buybacks by listed companies. Meanwhile, gold and oil have retreated from recent highs. In the medium term, the economic outlook is hig
7.58K
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2025-06-27
CYN Soars on Nvidia Partnership: Invest ?
Like a Rottweiler with a mighty bite, that once it grabs hold, it will not let go, that was exactly how US market have behaved for the past 2 days. From my viewpoint, traders are hell bent on getting the S&P 500 and Nasdaq indexes to break through its record levels. This was boosted by a Fed’s proposal initiated by Michelle Bowman (who else !). On Wed 25 Jun 2025, the plan approved by a 5-2 Fed vote would reform the enhanced “supplementary leverage ratio" (SLR) where amount of capital banks provision will be directly tied to how large a role each firm plays in the global financial system. It forecast that the proposal could free up $185 billion for banks under its coverage. According to Morgan Stanley, Analysts, Betsy Graseck: SLR reform will be the first of many capital proposals to b
TOPit's a black hole, they will issue new shares every time and dilute shareholders
5.36K
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2025-06-27
BI: Xiaomi's Rating Upgrade Potential If EV Business Breaks Even
According to Bloomberg Intelligence forecasts, if $Xiaomi Corp.(XIACY)$ $XIAOMI-W(01810)$ 's electric vehicle (EV) business can reach break-even by the end of 2025, the likelihood of its credit ratings being upgraded to Baa1/BBB+ by Moody's and Fitch will significantly increase.By bloomberg Analysts: Cecilia Chan, Steven TsengRead more>>Cup and Handle Breakout in Xiaomi – What Traders Should WatchXiaomi's Meteoric Rise Post-SU7: Will YU7 Replicate the Surge?Among global BBB-rated technology companies, the trading spread on Xiaomi's dollar bonds is at the nar
31.22K
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2025-06-25
Israel-Iran Ceasefire Spurs Equity Gains [CSOP APAC Midweek Glance]
East Asia $CSOP LOW CARBON US$(LCU.SI)$WTD return: +1.39% Overall, Asian stocks gained WTD after an Israel-Iran ceasefire eased Middle East tensions. LCU WTD gains in USD were attributable to financials, IT, and communication services by sector, Japan, China and Australia by region, and Commonwealth Bank of Australia, Xiaomi and SK Hynix by individual firm. $CSOP SEA TECH ETF US$(SQU.SI)$WTD return: +0.76% SQU gained WTD in USD and that was led by Delta Electronics, Grab and Infosys. Infosys gained after Jefferies rated Infosys a buy for its forward-thinking AI strategy and delivery excellence. China $CSOP DIV ETF S$(SHD.SI)$ WTD re
TOPGreat insights! Loving the positive vibes! [Heart]
6.14K
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2025-06-27
🚀 AMD vs Nvidia: High Potential or Proven Titan? 💥
AMD just threw down the gauntlet. Its new MI325 GPU accelerator is squarely aimed at Nvidia's H200 — a move that could reshape the AI chip race. With the AI boom still in full swing, investors are asking: is it time to bet on the underdog with upside, or stay safe with the market leader? 📊 Current Snapshot: AMD's MI325 expected to deliver 30% higher compute density Nvidia still holds over 80% of AI GPU market share Hedge funds adding exposure to both — AMD for growth, NVDA for stability 💡 Short-Term Outlook: $NVDA likely sees near-term consolidation after earnings rally $AMD might attract speculative inflows — watch for volume spike if it breaks $165 resistance AI chip ETFs ($SOXX, $SMH) could benefit from rising sector buzz 🌎 Macro Watch: FOMC speakers this week could stir volatility US Q
TOPAMD's MI325 is a bold move to challenge Nvidia, but NVDA's market dominance is hard to ignore. I’m excited to see how this plays out. If AMD breaks $165, it could definitely create some waves in the AI chip world. But for now, Nvidia remains the go-to for stability in AI. 🚀⚡
18.30K
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2025-06-27
Weekly | Major Bullish News Arrives as HSI Nears Yearly Highs!
This week, Hong Kong stocks surged, with the $HSI(HSI)$ up 3.2%, closing in on its yearly highs!Key Market NewsOn June 23rd, US President Trump announced on his social media platform that Israel and Iran had agreed to a full ceasefire. This helped ease risk-off sentiment, causing oil and gold prices to fall. As inflation worries eased, global markets rebounded.On June 24th, during a hearing in the House Financial Services Committee, Jerome Powell stated that the Federal Reserve had enough room to stay neutral on interest rates for now. He also hinted that if inflation didn't rise as expected, the Fed might cut rates sooner.On Thursday, the Hong Kong government unveiled its “Digital Asset Development Policy 2.0” to turn the city into a global hub fo
3.96K
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2025-06-27
Xiaomi's Meteoric Rise Post-SU7: Will YU7 Replicate the Surge?
SU7 was launched and Xiaomi soared more than 4 times! YU7 is expected to drive the stock up, but will the increase be that significant? After the launch of YU7, 289,000 units were pre-ordered within an hour. The price is indeed quite attractive. It seems that the pressure on other electric vehicle manufacturers has increased.Xiaomi SU7 was officially launched on March 28, 2024. At that time, the stock price of Xiaomi Group-W (01810) was around HK$14, and then it soared straight up to a peak of HK$59, with an increase of over 400% during this period.Xiaomi YU7 was launched on May 22, 2025. The stock price was at HK$53 at that time. After the launch, it fluctuated until it started to break through last week. Following yesterday's launch event, the stock price rose by 4%, reaching a new high.
TOPStill need to wait for the actual sales figures.
2.09K
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2025-06-27
Option Movers | This Core Scientific Call Rockets 12400%; Coinbase Shows Bullish Sentiment
Wall Street closed higher on Thursday (June 26), nudging the S&P 500 and the Nasdaq nearer to record closing highs as the Israel-Iran ceasefire continued to hold and a raft of economic indicators appeared to support the case for the U.S. Federal Reserve lowering borrowing costs this year.Regarding the options market, a total volume of 48,335,535 contracts was traded on Thursday, call ratio accounted for 62%.Top 10 Option VolumesTop 10: $NVDA(NVDA)$; $TSLA(TSLA)$; $AAPL(AAPL)$; $AMD(AMD)$; $SMCI(SMCI)$; $COIN(COIN)$;
33.24K
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2025-06-27
Bank Stocks Explode: 15% Gains in 10 Days Before Fed Cuts!
Bank Sector Trend Review: the Cycle Rises Again, Valuation Fixes Drive Collective UpsideSince June 2025, the U.S. banking sector has significantly outperformed the broader market, especially the shares of systemic banks (JPM, BAC, C, WFC) and investment banking duo (GS, MS) have recorded gains of 5%-15%, with $SPDR S&P Bank ETF(KBE)$ and the large bank ETF $Invesco KBW Bank ETF(KBWB)$ rising about 11% and 13% respectively, strongly reflecting the warming market sentiment and the sector's valuation repair. KBWBrose about 11% and 13%, respectively, strongly reflecting the rebound in market sentiment and sector valuation repair.Key driversStrengthened expectations of spread widening:Although the Federal R
TOPGoldman is warning of a terrible quarter. Many will learn the lessons of their lives Friday because they did not heed warnings directly from GS
1.17K
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2025-06-26
IF Replace Federal Reserve Chair any impact on the US market
$SPDR S&P 500 ETF Trust(SPY)$ $SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ A change in the Federal Reserve Chair, especially one that is perceived as politically motivated, could have a significant impact on the US market. Here's a breakdown of the potential effects: 1. Increased Market Volatility and Uncertainty Sudden Change: An early announcement of a replacement for Jerome Powell, whose term doesn't end until May 2026, would be an unusual move. This would create a "shadow chair" dynamic where the nominee's public comments could contradict the current Fed's policies, leading to confusion and conflicting signals for investors.
2.82K
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2025-06-26
Could a deeper-than-expected GDP contraction (-0.5%) trigger a sell-off in the U.S. stock market?
The U.S. economy contracted more than expected in Q1, with final GDP revised to -0.5% (vs. -0.2% forecast). This sharp downgrade raises key concerns. Negative scenarios to watch: 🔻 Rising recession risk if Q2 GDP (to be released on July 25, 2025) also shows negative growth 💼 Potential for weaker corporate earnings, especially outside AI/tech sectors (Q2 earnings reports in July) ⚠️ Stagflation threat if inflation remains sticky (PCE report on June 28) while growth stalls 💣 Market is heavily concentrated in mega-cap tech, which may unwind quickly if sentiment shifts If upcoming data (PCE inflation, jobs report, Fed minutes) disappoints, the market could face a broad-based correction. Positive scenarios to watch: ✅ If inflation data (PCE) shows meaningful cooling, the Fed could pivot faster
TOPHope the PCE data is in line with the forecast, and the Fed could cut the interest rate early.🐂
2.76K
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2025-06-26
📊 Coinbase ($COIN) Update 🔼 What's Boosting It? 1. Bitcoin Stability – $BTC is comfortably above $100K, bolstering sentiment for crypto equities like $COIN. 2. Rising Volume – Coinbase’s daily volume surged ~22% week-over-week, which suggests stronger fee revenue prospects. 3. Institutional Leverage – As a key custodian for major crypto ETFs (e.g., BlackRock), Coinbase benefits from increased crypto adoption. 4. Bullish Setup – Currently trading above its 50‑day MA (~$340), with a potential cup‑and‑handle pattern forming. A solid break above $360–365 could target $400 next. ⚠️ Risks Ahead Regulatory Pressure – Ongoing SEC scrutiny may keep a lid on upside. Crypto Correlation – A sudden drop in Bitcoin or Ethereum could drag COIN downward. Momentum Fatigue – After the current rebound, a nat
TOPCoinbase's outlook seems solid with Bitcoin above $100K, and the volume surge is a good sign for revenue. But the SEC's scrutiny is a real risk, so it’s something to monitor closely. If it breaks $365, I could see some upside to $400, but I’ll stay cautious and wait for a more stable entry point. 🧐📈
2.68K
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2025-06-26
$XIAOMI-W(01810)$ 🚗 Battle of the EV Titans: Xiaomi SU7 vs Tesla Model Y — Which Is the Smarter Pick at 250,000 RMB? ⚡️🔋 Xiaomi's highly anticipated debut SUV — the SU7 (YU7) — was officially unveiled at 7PM on 26 June, and it's already making waves across China's EV market! But here's the big question: if you had 250,000 RMB in your pocket today, would you go with the tech upstart Xiaomi or stick with the legacy EV king Tesla and its Model Y? 🤔 💥 What's New with the SU7 (YU7)? Xiaomi isn't just launching a car — it’s launching an ecosystem on wheels. The SU7 is expected to run deep integration with Xiaomi’s smart home and phone systems, potentially giving it a unique UX advantage in China’s hyper-connected lifestyle. Highlights inclu
TOPHonestly, the SU7 looks like a killer deal for 250K RMB — Xiaomi is bringing the tech game with that Snapdragon cockpit and hyper-connected experience. But... Tesla’s FSD and supercharger network still give it the edge for long-term value. If I’m buying for tech, Xiaomi all the way. If I want resale value, Tesla’s still the king. 🤖🔥
1.32K
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2025-06-26
📈 Nasdaq Hits 20,000 Again! Is This Just the Beginning — or Time to Lock in Gains? 🚀💰 The Nasdaq Composite has once again shattered the psychological barrier of 20,000 points, closing at 20,082.93 📊 — a testament to the continued strength in tech, AI, and growth sectors. But with July 4th looming and macro uncertainties ahead, the million-dollar question remains: Can this rally last? Or is it time to take some profits off the table? Several catalysts have propelled the Nasdaq upward in recent weeks. First, the unstoppable momentum of AI. Mega caps like $NVIDIA(NVDA)$ $Microsoft(MSFT)$ , and $Apple(AAPL)$ are riding the AI w
TOPThe Nasdaq hitting 20,000 again feels like a big moment, but with valuations so high, I’d be cautious. Love the AI plays like NVDA and MSFT, but maybe it's time to take some profits off the table and wait for a dip before jumping in again. 🚀💡