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2022-08-12

$SEMBCORP MARINE LTD(S51.SI)$what happen this morning with a 4.2% drop for this share. Can anyone advise.

2025-07-23

Is GCL Tech (03800) a speculative stock rising from the low of 0.67 to the high of 1.42. What has make such a big surge and is it justifiable.

Find out more here:Is GCL Tech (03800) a speculative stock rising from the low of 0.67 to the high of 1.42. What has make such a big surge and is it justifiable. ConclusionGCL Tech's (03800.HK) recent surge from its 52-week low of HKD 0.67 to HKD 1.42 reflects a mix of speculative momentum and fundamental catalysts, though financial metrics raise questions about sustainability.

Is GCL Tech (03800) a speculative stock rising from the low of 0.67 to the high of 1.42. What has make such a big surge and is it justifiable.

2022-05-24

$SEMBCORP MARINE LTD(S51.SI)$worth a consideration for long haul as ship repair will be on an up tick.

2023-09-11

$UNITY ENT(02195)$ disposing shares!

2022-05-27

$SEMBCORP MARINE LTD(S51.SI)$Don't panic it is just profit taking after a few days surge. This stock is a great potential at $5+ high. It will make a comeback.

2023-10-05

$Seatrium(S51.SI)$ What is happening to this stock. High sell off.

2023-09-26

$UNITY ENT(02195)$ buy low

2023-08-30

$UNITY ENT(02195)$ bullish due to acquisition of another artificial intelligence company.

2023-08-25

$KIDZTECH(06918)$ Power booster

2023-12-05

Have confidence with the Bilibili

BUZZ-Bilibili's HK shares hit 12-month low on FY23 revenue outlook

Go to Tiger App to see more news

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announcement emphase on the&nbsp;acquisition of companies &amp; key holder share holdings. No detail&nbsp; elaboration of key business covering the acquisition which can bring to the table for the investors.","listText":"The announcement emphase on the&nbsp;acquisition of companies &amp; key holder share holdings. No detail&nbsp; elaboration of key business covering the acquisition which can bring to the table for the investors.","text":"The announcement emphase on the acquisition of companies & key holder share holdings. No detail elaboration of key business covering the acquisition which can bring to the table for the investors.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/519774225039616","repostId":"2602345549","repostType":2,"repost":{"id":"2602345549","kind":"news","weMediaInfo":{"introduction":"The most recognized names in North America, Europe and Asia rely on MT Newswires to power their applications. 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shares.The company also agreed with its executive director and chairman, Zhu Hua and Beijing Zhenghe Antai Investment Management to acquire the entire 100% stake in Beijing Weilai Media Advertising for SG$68 million through the issuance of around 1.05 billion shares in the company.Meanwhile, the company also agreed with its chairman to acquire a 49% stake in its subsidiary, Embracing Future MCN Technology, for SG$104,000 through the issuance of 1.6 million shares in the company.The proposed acquisitions are part of the company's strategy to divers","content":"<html><body><p> Embracing Future (SGX:8YY) agreed to acquire stakes in four companies, according to a Friday filing with the <a href=\"https://laohu8.com/S/S68.SI\">Singapore Exchange</a>.</p><p>The company agreed with Shinji Katsuki to acquire a 10% stake in Embracing Future Biomedical for SG$6.7 million, satisfied through the issuance of around 66.5 million shares in the company.</p><p>A separate agreement was made with Zhou Jun to acquire a 10% stake in Super Alpha Tech for SG$650,000 through the allotment of 6.5 million shares.</p><p>The company also agreed with its executive director and chairman, Zhu Hua and Beijing Zhenghe Antai Investment Management to acquire the entire 100% stake in Beijing Weilai Media Advertising for SG$68 million through the issuance of around 1.05 billion shares in the company.</p><p>Meanwhile, the company also agreed with its chairman to acquire a 49% stake in its subsidiary, Embracing Future MCN Technology, for SG$104,000 through the issuance of 1.6 million shares in the company.</p><p>The proposed acquisitions are part of the company's strategy to diversify into technology-based lifestyle business.</p><p>Shares of the medical technology company surged nearly 11% in Friday trading.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nEmbracing Future to Acquire Stakes in Four Companies; Shares Surge 11%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1060499803\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">MT Newswires </p>\n<p class=\"h-time\">2026-01-09 11:33</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p> Embracing Future (SGX:8YY) agreed to acquire stakes in four companies, according to a Friday filing with the <a href=\"https://laohu8.com/S/S68.SI\">Singapore Exchange</a>.</p><p>The company agreed with Shinji Katsuki to acquire a 10% stake in Embracing Future Biomedical for SG$6.7 million, satisfied through the issuance of around 66.5 million shares in the company.</p><p>A separate agreement was made with Zhou Jun to acquire a 10% stake in Super Alpha Tech for SG$650,000 through the allotment of 6.5 million shares.</p><p>The company also agreed with its executive director and chairman, Zhu Hua and Beijing Zhenghe Antai Investment Management to acquire the entire 100% stake in Beijing Weilai Media Advertising for SG$68 million through the issuance of around 1.05 billion shares in the company.</p><p>Meanwhile, the company also agreed with its chairman to acquire a 49% stake in its subsidiary, Embracing Future MCN Technology, for SG$104,000 through the issuance of 1.6 million shares in the company.</p><p>The proposed acquisitions are part of the company's strategy to diversify into technology-based lifestyle business.</p><p>Shares of the medical technology company surged nearly 11% in Friday trading.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK6012":"医疗保健设备","BK6511":"医疗保健服务概念","8YY.SI":"拥抱未来控股有限公司"},"source_url":"https://www.mtnewswires.com/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2602345549","content_text":"Embracing Future (SGX:8YY) agreed to acquire stakes in four companies, according to a Friday filing with the Singapore Exchange.The company agreed with Shinji Katsuki to acquire a 10% stake in Embracing Future Biomedical for SG$6.7 million, satisfied through the issuance of around 66.5 million shares in the company.A separate agreement was made with Zhou Jun to acquire a 10% stake in Super Alpha Tech for SG$650,000 through the allotment of 6.5 million shares.The company also agreed with its executive director and chairman, Zhu Hua and Beijing Zhenghe Antai Investment Management to acquire the entire 100% stake in Beijing Weilai Media Advertising for SG$68 million through the issuance of around 1.05 billion shares in the company.Meanwhile, the company also agreed with its chairman to acquire a 49% stake in its subsidiary, Embracing Future MCN Technology, for SG$104,000 through the issuance of 1.6 million shares in the company.The proposed acquisitions are part of the company's strategy to diversify into technology-based lifestyle business.Shares of the medical technology company surged nearly 11% in Friday trading.","news_type":1,"symbols_score_info":{"8YY.SI":0.9}},"isVote":1,"tweetType":1,"viewCount":216,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":514094694211680,"gmtCreate":1766541773349,"gmtModify":1766541777219,"author":{"id":"4088748055325860","authorId":"4088748055325860","name":"Kencom","avatar":"https://community-static.tradeup.com/news/bcaa9548fb78e0409a2827c590935dab","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4088748055325860","idStr":"4088748055325860"},"themes":[],"title":"","htmlText":"Positive sign.","listText":"Positive sign.","text":"Positive sign.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/514094694211680","repostId":"1195737840","repostType":2,"repost":{"id":"1195737840","kind":"news","weMediaInfo":{"introduction":"Global Stock News First-Time 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Polysilicon producers have aggressively raised quotes to...","content":"<p>The photovoltaic (PV) industry chain has shown clear price support recently, driven by inventory digestion and government stockpiling efforts. Polysilicon producers have aggressively raised quotes to RMB 65/kg, while wafer prices are rebounding amid inventory clearance. Battery cell prices surged sharply this week, and module prices are poised for recovery as ultra-low-priced orders fade with year-end project completions.</p>\n<p>**Polysilicon**  \nBuoyed by stockpiling policies, polysilicon producers have adopted a firm stance, lifting quotes to RMB 65/kg. Although transactions remain at RMB 51-53/kg due to weak downstream demand, the move signals a clear bottoming-out. While prices may not spike to RMB 65/kg immediately, policy support has stabilized the market, reversing earlier bearish expectations. With excess capacity gradually absorbed, polysilicon prices are entering an upward trajectory.</p>\n<p>**Wafers**  \nDriven by production cuts and battery makers’ restocking, wafer inventories have dropped below 15GW—a historic low. This supply-demand shift prompted wafer producers to halt sales and raise prices yesterday, intensifying market competition. Although producers target a RMB 0.3/W hike, achieving this is challenging due to downstream resistance. Still, wafer prices are set to rise by at least RMB 0.05/W in the short term, marking a rebound phase.</p>\n<p>**Battery Cells**  \nA strong price rally emerged this week, with tier-1 manufacturers halting shipments below RMB 0.3/W and smaller firms following suit. Rising wafer and silver paste costs, coupled with output cuts, have fueled the hike. Leading players like Tongwei now quote above RMB 0.32/W, with RMB 0.3/W gaining market acceptance. However, module makers’ pushback due to weak demand has created pricing disputes. Post-industry meetings on December 18, battery prices are expected to consolidate above RMB 0.3/W.</p>\n<p>**Modules**  \nDespite sluggish demand keeping prices flat, the market sentiment is turning bullish. Top players like LONGi announced a RMB 0.04/W increase to lift price benchmarks. As year-end projects wind down, ultra-low-priced orders are vanishing, paving the way for higher average prices. While immediate hikes lack strong demand support, upstream cost pressures and seasonal recovery in Q2 are expected to drive modules into profitable territory.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>TrendForce: Clear Price Support in PV Industry Chain, Full Price Recovery Expected in Q2</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTrendForce: Clear Price Support in PV Industry Chain, Full Price Recovery Expected in Q2\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036600163\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/b3bf6d02ad1a6e9e7377eebbb162346a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Stock News </p>\n<p class=\"h-time\">2025-12-18 13:50</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>The photovoltaic (PV) industry chain has shown clear price support recently, driven by inventory digestion and government stockpiling efforts. Polysilicon producers have aggressively raised quotes to RMB 65/kg, while wafer prices are rebounding amid inventory clearance. Battery cell prices surged sharply this week, and module prices are poised for recovery as ultra-low-priced orders fade with year-end project completions.</p>\n<p>**Polysilicon**  \nBuoyed by stockpiling policies, polysilicon producers have adopted a firm stance, lifting quotes to RMB 65/kg. Although transactions remain at RMB 51-53/kg due to weak downstream demand, the move signals a clear bottoming-out. While prices may not spike to RMB 65/kg immediately, policy support has stabilized the market, reversing earlier bearish expectations. With excess capacity gradually absorbed, polysilicon prices are entering an upward trajectory.</p>\n<p>**Wafers**  \nDriven by production cuts and battery makers’ restocking, wafer inventories have dropped below 15GW—a historic low. This supply-demand shift prompted wafer producers to halt sales and raise prices yesterday, intensifying market competition. Although producers target a RMB 0.3/W hike, achieving this is challenging due to downstream resistance. Still, wafer prices are set to rise by at least RMB 0.05/W in the short term, marking a rebound phase.</p>\n<p>**Battery Cells**  \nA strong price rally emerged this week, with tier-1 manufacturers halting shipments below RMB 0.3/W and smaller firms following suit. Rising wafer and silver paste costs, coupled with output cuts, have fueled the hike. Leading players like Tongwei now quote above RMB 0.32/W, with RMB 0.3/W gaining market acceptance. However, module makers’ pushback due to weak demand has created pricing disputes. Post-industry meetings on December 18, battery prices are expected to consolidate above RMB 0.3/W.</p>\n<p>**Modules**  \nDespite sluggish demand keeping prices flat, the market sentiment is turning bullish. Top players like LONGi announced a RMB 0.04/W increase to lift price benchmarks. As year-end projects wind down, ultra-low-priced orders are vanishing, paving the way for higher average prices. While immediate hikes lack strong demand support, upstream cost pressures and seasonal recovery in Q2 are expected to drive modules into profitable territory.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"159863":"光伏产业","BK1554":"光伏太阳能股","BK1594":"碳中和概念股","SG9999014674.SGD":"Nikko AM All China Equity A SGD","03800":"协鑫科技","BK1169":"半导体设备","BK1610":"ETF&股票定投概念"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195737840","content_text":"The photovoltaic (PV) industry chain has shown clear price support recently, driven by inventory digestion and government stockpiling efforts. Polysilicon producers have aggressively raised quotes to RMB 65/kg, while wafer prices are rebounding amid inventory clearance. Battery cell prices surged sharply this week, and module prices are poised for recovery as ultra-low-priced orders fade with year-end project completions.\n**Polysilicon**  \nBuoyed by stockpiling policies, polysilicon producers have adopted a firm stance, lifting quotes to RMB 65/kg. Although transactions remain at RMB 51-53/kg due to weak downstream demand, the move signals a clear bottoming-out. While prices may not spike to RMB 65/kg immediately, policy support has stabilized the market, reversing earlier bearish expectations. With excess capacity gradually absorbed, polysilicon prices are entering an upward trajectory.\n**Wafers**  \nDriven by production cuts and battery makers’ restocking, wafer inventories have dropped below 15GW—a historic low. This supply-demand shift prompted wafer producers to halt sales and raise prices yesterday, intensifying market competition. Although producers target a RMB 0.3/W hike, achieving this is challenging due to downstream resistance. Still, wafer prices are set to rise by at least RMB 0.05/W in the short term, marking a rebound phase.\n**Battery Cells**  \nA strong price rally emerged this week, with tier-1 manufacturers halting shipments below RMB 0.3/W and smaller firms following suit. Rising wafer and silver paste costs, coupled with output cuts, have fueled the hike. Leading players like Tongwei now quote above RMB 0.32/W, with RMB 0.3/W gaining market acceptance. However, module makers’ pushback due to weak demand has created pricing disputes. Post-industry meetings on December 18, battery prices are expected to consolidate above RMB 0.3/W.\n**Modules**  \nDespite sluggish demand keeping prices flat, the market sentiment is turning bullish. Top players like LONGi announced a RMB 0.04/W increase to lift price benchmarks. As year-end projects wind down, ultra-low-priced orders are vanishing, paving the way for higher average prices. While immediate hikes lack strong demand support, upstream cost pressures and seasonal recovery in Q2 are expected to drive modules into profitable territory.","news_type":1,"symbols_score_info":{"159863":1,"03800":1}},"isVote":1,"tweetType":1,"viewCount":439,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":510063504016032,"gmtCreate":1765540927621,"gmtModify":1765540930984,"author":{"id":"4088748055325860","authorId":"4088748055325860","name":"Kencom","avatar":"https://community-static.tradeup.com/news/bcaa9548fb78e0409a2827c590935dab","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4088748055325860","idStr":"4088748055325860"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/03800\">$GCL TECH(03800)$&nbsp;</a><v-v data-views=\"1\"></v-v> Gotten the good deal at 1.050 for 3 million shares.","listText":"<a href=\"https://ttm.financial/S/03800\">$GCL TECH(03800)$&nbsp;</a><v-v data-views=\"1\"></v-v> Gotten the good deal at 1.050 for 3 million shares.","text":"$GCL TECH(03800)$ Gotten the good deal at 1.050 for 3 million shares.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/510063504016032","isVote":1,"tweetType":1,"viewCount":845,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":509841399292616,"gmtCreate":1765504514866,"gmtModify":1765504519132,"author":{"id":"4088748055325860","authorId":"4088748055325860","name":"Kencom","avatar":"https://community-static.tradeup.com/news/bcaa9548fb78e0409a2827c590935dab","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4088748055325860","idStr":"4088748055325860"},"themes":[],"title":"","htmlText":"This is a positive strategy&nbsp;which will protect the solar industry in a long run. With the changing environmental crisis, it will benefits the whole solar power industry as China is the main manufacturer in the world in terms of price competitiveness &amp; quality.","listText":"This is a positive strategy&nbsp;which will protect the solar industry in a long run. With the changing environmental crisis, it will benefits the whole solar power industry as China is the main manufacturer in the world in terms of price competitiveness &amp; quality.","text":"This is a positive strategy which will protect the solar industry in a long run. With the changing environmental crisis, it will benefits the whole solar power industry as China is the main manufacturer in the world in terms of price competitiveness & quality.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/509841399292616","repostId":"2590259359","repostType":2,"repost":{"id":"2590259359","kind":"highlight","weMediaInfo":{"introduction":"The most recognized names in North America, Europe and Asia rely on MT Newswires to power their applications. Better news, better service, better price.","home_visible":1,"media_name":"MT Newswires Live","id":"1092851196","head_image":"https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e"},"pubTimestamp":1765440121,"share":"https://ttm.financial/m/news/2590259359?lang=en_US&edition=fundamental","pubTime":"2025-12-11 16:02","market":"hk","language":"en","title":"Market Chatter: China's Solar Makers Form 3 Billion Yuan Entity to Tackle Industry Glut","url":"https://stock-news.laohu8.com/highlight/detail?id=2590259359","media":"MT Newswires Live","summary":"China's polysilicon producers have teamed up to form Beijing Guanghe Qiancheng Technology to address severe overcapacity in the solar industry, Reuters reported Wednesday.The new entity was registered in Beijing on Dec. 9 with a capital of 3 billion yuan, according to the report.Tongwei  indirect unit of Tongwei Solar Technology holds the biggest stake in Beijing Guanghe Qiancheng Technology at 30.4%, Reuters wrote. GCL Technology  is the second largest shareholder.Other shareholders were linked to Xinte Energy  and CSG Holding , according to the report.","content":"<html><body><p> China's polysilicon producers have teamed up to form Beijing Guanghe Qiancheng Technology to address severe overcapacity in the solar industry, Reuters reported Wednesday.</p><p>The new entity was registered in Beijing on Dec. 9 with a capital of 3 billion yuan, according to the report.</p><p>Tongwei (SHA:600438) indirect unit of Tongwei Solar Technology holds the biggest stake in Beijing Guanghe Qiancheng Technology at 30.4%, Reuters wrote. GCL Technology (HKG:3800) is the second largest shareholder.</p><p>Other shareholders were linked to <a href=\"https://laohu8.com/S/01799\">Xinte Energy</a> (HKG:1799) and <a href=\"https://laohu8.com/S/CSV.AU\">CSG</a> Holding (SHE:000012), according to the report.</p><p>(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)</p></body></html>","source":"mtnewswires_news","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Market Chatter: China's Solar Makers Form 3 Billion Yuan Entity to Tackle Industry Glut</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMarket Chatter: China's Solar Makers Form 3 Billion Yuan Entity to Tackle Industry Glut\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092851196\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">MT Newswires Live </p>\n<p class=\"h-time\">2025-12-11 16:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p> China's polysilicon producers have teamed up to form Beijing Guanghe Qiancheng Technology to address severe overcapacity in the solar industry, Reuters reported Wednesday.</p><p>The new entity was registered in Beijing on Dec. 9 with a capital of 3 billion yuan, according to the report.</p><p>Tongwei (SHA:600438) indirect unit of Tongwei Solar Technology holds the biggest stake in Beijing Guanghe Qiancheng Technology at 30.4%, Reuters wrote. GCL Technology (HKG:3800) is the second largest shareholder.</p><p>Other shareholders were linked to <a href=\"https://laohu8.com/S/01799\">Xinte Energy</a> (HKG:1799) and <a href=\"https://laohu8.com/S/CSV.AU\">CSG</a> Holding (SHE:000012), according to the report.</p><p>(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"600438":"通威股份","BK1554":"光伏太阳能股","LU1781817850.SGD":"Blackrock Systematic China A-Share Opportunities A2 SGD-H","BK0235":"非金矿物","BK1148":"建筑与工程","000012":"南玻A","BK1594":"碳中和概念股","BK0196":"行业龙头","BK1169":"半导体设备","03800":"协鑫科技","BK0086":"举牌","BK0224":"电气机械","BK0238":"农副食品","01799":"新特能源","BK0188":"融资融券","LU1655091616.SGD":"JPMorgan Funds - China A-Share Opportunities A (acc) SGD","LU1580142542.USD":"Blackrock Systematic China A-Share Opportunities A2 USD","SG9999014674.SGD":"Nikko AM All China Equity A SGD","BK0077":"质押式回购","BK0044":"CDM项目","BK0028":"国家队","BK0054":"太阳能发电","BK1610":"ETF&股票定投概念"},"source_url":"https://www.mtnewswires.com/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2590259359","content_text":"China's polysilicon producers have teamed up to form Beijing Guanghe Qiancheng Technology to address severe overcapacity in the solar industry, Reuters reported Wednesday.The new entity was registered in Beijing on Dec. 9 with a capital of 3 billion yuan, according to the report.Tongwei (SHA:600438) indirect unit of Tongwei Solar Technology holds the biggest stake in Beijing Guanghe Qiancheng Technology at 30.4%, Reuters wrote. GCL Technology (HKG:3800) is the second largest shareholder.Other shareholders were linked to Xinte Energy (HKG:1799) and CSG Holding (SHE:000012), according to the report.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)","news_type":1,"symbols_score_info":{"600438":0.9,"000012":0.9,"01799":1,"03800":1}},"isVote":1,"tweetType":1,"viewCount":564,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":508878844961440,"gmtCreate":1765269548646,"gmtModify":1765269552835,"author":{"id":"4088748055325860","authorId":"4088748055325860","name":"Kencom","avatar":"https://community-static.tradeup.com/news/bcaa9548fb78e0409a2827c590935dab","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4088748055325860","idStr":"4088748055325860"},"themes":[],"title":"","htmlText":"Partnership with related business entities is a positive strategy to grow the business pie. A right growth path which GCL take.","listText":"Partnership with related business entities is a positive strategy to grow the business pie. A right growth path which GCL take.","text":"Partnership with related business entities is a positive strategy to grow the business pie. A right growth path which GCL take.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/508878844961440","repostId":"1165850843","repostType":2,"repost":{"id":"1165850843","kind":"news","weMediaInfo":{"introduction":"Global Stock News First-Time Broadcast","home_visible":1,"media_name":"Stock News","id":"1036600163","head_image":"https://community-static.tradeup.com/news/b3bf6d02ad1a6e9e7377eebbb162346a"},"pubTimestamp":1765194861,"share":"https://ttm.financial/m/news/1165850843?lang=en_US&edition=fundamental","pubTime":"2025-12-08 19:54","market":"other","language":"en","title":"GCL TECH (03800) Plans to Establish Limited Partnership for Acquiring 42.469% Stake in Inner Mongolia Xinyuan Silicon Materials Technology","url":"https://stock-news.laohu8.com/highlight/detail?id=1165850843","media":"Stock News","summary":"GCL TECH (03800) announced on December 8, 2025, that GCL Suzhou, GCL Xuzhou, Cinda, Xinsheng, and Anyi entered into a partnership agreement to form a limited partnership for acquiring a 42.469% stake...","content":"<p>GCL TECH (03800) announced on December 8, 2025, that GCL Suzhou, GCL Xuzhou, Cinda, Xinsheng, and Anyi entered into a partnership agreement to form a limited partnership for acquiring a 42.469% stake in the target company, Inner Mongolia Xinyuan Silicon Materials Technology Co., Ltd. Post-acquisition, the target company will remain a non-wholly owned subsidiary of GCL TECH.</p>\n<p>According to the agreement, the limited partnership will have a total capital commitment of RMB 2.064 billion. Limited partners GCL Suzhou and Cinda will contribute RMB 760 million and RMB 1.3 billion, respectively, while general partners Xinsheng (as GP1), Anyi (as GP2), and GCL Xuzhou (as GP3) will invest RMB 1 million, RMB 1.5 million, and RMB 1.5 million, respectively. Through GCL Suzhou and GCL Xuzhou, the company will indirectly hold a 36.895% interest in the partnership.</p>\n<p>Upon establishment, the partnership will enter share purchase agreements with Hongyuan Green Energy and Tibet Ruihua to complete the acquisition at a total consideration of RMB 2.01 billion. A series of ancillary agreements will also be executed in connection with the transaction.</p>\n<p>The target company, incorporated in 2021 in China, specializes in R&D, production, and sales of granular silicon, along with supporting new energy businesses. As of the announcement date, GCL TECH holds a 57.531% stake in the target company via subsidiaries, maintaining its status as a non-wholly owned subsidiary. Post-acquisition, the target will continue to be consolidated into the group’s financial statements.</p>\n<p>The establishment of the partnership and the acquisition align with GCL TECH’s strategic development, offering a favorable investment opportunity to enhance capital appreciation.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>GCL TECH (03800) Plans to Establish Limited Partnership for Acquiring 42.469% Stake in Inner Mongolia Xinyuan Silicon Materials Technology</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGCL TECH (03800) Plans to Establish Limited Partnership for Acquiring 42.469% Stake in Inner Mongolia Xinyuan Silicon Materials Technology\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036600163\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/b3bf6d02ad1a6e9e7377eebbb162346a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Stock News </p>\n<p class=\"h-time\">2025-12-08 19:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>GCL TECH (03800) announced on December 8, 2025, that GCL Suzhou, GCL Xuzhou, Cinda, Xinsheng, and Anyi entered into a partnership agreement to form a limited partnership for acquiring a 42.469% stake in the target company, Inner Mongolia Xinyuan Silicon Materials Technology Co., Ltd. Post-acquisition, the target company will remain a non-wholly owned subsidiary of GCL TECH.</p>\n<p>According to the agreement, the limited partnership will have a total capital commitment of RMB 2.064 billion. Limited partners GCL Suzhou and Cinda will contribute RMB 760 million and RMB 1.3 billion, respectively, while general partners Xinsheng (as GP1), Anyi (as GP2), and GCL Xuzhou (as GP3) will invest RMB 1 million, RMB 1.5 million, and RMB 1.5 million, respectively. Through GCL Suzhou and GCL Xuzhou, the company will indirectly hold a 36.895% interest in the partnership.</p>\n<p>Upon establishment, the partnership will enter share purchase agreements with Hongyuan Green Energy and Tibet Ruihua to complete the acquisition at a total consideration of RMB 2.01 billion. A series of ancillary agreements will also be executed in connection with the transaction.</p>\n<p>The target company, incorporated in 2021 in China, specializes in R&D, production, and sales of granular silicon, along with supporting new energy businesses. As of the announcement date, GCL TECH holds a 57.531% stake in the target company via subsidiaries, maintaining its status as a non-wholly owned subsidiary. Post-acquisition, the target will continue to be consolidated into the group’s financial statements.</p>\n<p>The establishment of the partnership and the acquisition align with GCL TECH’s strategic development, offering a favorable investment opportunity to enhance capital appreciation.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"03800":"协鑫科技","BK1610":"ETF&股票定投概念","BK1594":"碳中和概念股","BK1554":"光伏太阳能股","BK1169":"半导体设备","SG9999014674.SGD":"Nikko AM All China Equity A SGD"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165850843","content_text":"GCL TECH (03800) announced on December 8, 2025, that GCL Suzhou, GCL Xuzhou, Cinda, Xinsheng, and Anyi entered into a partnership agreement to form a limited partnership for acquiring a 42.469% stake in the target company, Inner Mongolia Xinyuan Silicon Materials Technology Co., Ltd. Post-acquisition, the target company will remain a non-wholly owned subsidiary of GCL TECH.\nAccording to the agreement, the limited partnership will have a total capital commitment of RMB 2.064 billion. Limited partners GCL Suzhou and Cinda will contribute RMB 760 million and RMB 1.3 billion, respectively, while general partners Xinsheng (as GP1), Anyi (as GP2), and GCL Xuzhou (as GP3) will invest RMB 1 million, RMB 1.5 million, and RMB 1.5 million, respectively. Through GCL Suzhou and GCL Xuzhou, the company will indirectly hold a 36.895% interest in the partnership.\nUpon establishment, the partnership will enter share purchase agreements with Hongyuan Green Energy and Tibet Ruihua to complete the acquisition at a total consideration of RMB 2.01 billion. A series of ancillary agreements will also be executed in connection with the transaction.\nThe target company, incorporated in 2021 in China, specializes in R&D, production, and sales of granular silicon, along with supporting new energy businesses. As of the announcement date, GCL TECH holds a 57.531% stake in the target company via subsidiaries, maintaining its status as a non-wholly owned subsidiary. Post-acquisition, the target will continue to be consolidated into the group’s financial statements.\nThe establishment of the partnership and the acquisition align with GCL TECH’s strategic development, offering a favorable investment opportunity to enhance capital appreciation.","news_type":1,"symbols_score_info":{"03800":1}},"isVote":1,"tweetType":1,"viewCount":533,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":507045984526864,"gmtCreate":1764812332101,"gmtModify":1764812335487,"author":{"id":"4088748055325860","authorId":"4088748055325860","name":"Kencom","avatar":"https://community-static.tradeup.com/news/bcaa9548fb78e0409a2827c590935dab","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4088748055325860","idStr":"4088748055325860"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/03800\">$GCL TECH(03800)$&nbsp;</a><v-v data-views=\"1\"></v-v> with recent&nbsp; valuation, it is a positive indicator of potential profitability. Consider to scoope up some stock.","listText":"<a href=\"https://ttm.financial/S/03800\">$GCL TECH(03800)$&nbsp;</a><v-v data-views=\"1\"></v-v> with recent&nbsp; valuation, it is a positive indicator of potential profitability. Consider to scoope up some stock.","text":"$GCL TECH(03800)$ with recent valuation, it is a positive indicator of potential profitability. Consider to scoope up some stock.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/507045984526864","isVote":1,"tweetType":1,"viewCount":708,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":507041336926520,"gmtCreate":1764811183264,"gmtModify":1764811187579,"author":{"id":"4088748055325860","authorId":"4088748055325860","name":"Kencom","avatar":"https://community-static.tradeup.com/news/bcaa9548fb78e0409a2827c590935dab","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4088748055325860","idStr":"4088748055325860"},"themes":[],"title":"","htmlText":"When the is a raise in equity injection, there should be new businesses / projects in the pipeline. Potential profits will be in the pipeline too. Time to invest before it swing up.&nbsp;","listText":"When the is a raise in equity injection, there should be new businesses / projects in the pipeline. Potential profits will be in the pipeline too. Time to invest before it swing up.&nbsp;","text":"When the is a raise in equity injection, there should be new businesses / projects in the pipeline. Potential profits will be in the pipeline too. Time to invest before it swing up.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/507041336926520","repostId":"2588033674","repostType":2,"repost":{"id":"2588033674","kind":"highlight","pubTimestamp":1764652347,"share":"https://ttm.financial/m/news/2588033674?lang=en_US&edition=fundamental","pubTime":"2025-12-02 13:12","market":"nz","language":"en","title":"GCL Technology (SEHK:3800): Assessing Valuation After HK$5.4 Billion Equity Raise","url":"https://stock-news.laohu8.com/highlight/detail?id=2588033674","media":"Simply Wall St.","summary":"GCL Technology Holdings (SEHK:3800) just wrapped up a major equity offering that raised more than HKD 5.4 billion by issuing a large number of new ordinary shares. Investors are weighing how this move could affect the company’s growth and capital resources.\nSee our latest analysis for GCL Technology Holdings.\nThe substantial equity raise appears to have injected renewed attention into GCL Technology Holdings, with the share price up 10.4% year-to-date and modest gains in the past week...","content":"<div>\n<p>GCL Technology Holdings (SEHK:3800) just wrapped up a major equity offering that raised more than HKD 5.4 billion by issuing a large number of new ordinary shares. Investors are weighing how this move...</p>\n\n<a href=\"https://simplywall.st/stocks/hk/semiconductors/hkg-3800/gcl-technology-holdings-shares/news/gcl-technology-sehk3800-assessing-valuation-after-hk54-billi\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>GCL Technology (SEHK:3800): Assessing Valuation After HK$5.4 Billion Equity Raise</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGCL Technology (SEHK:3800): Assessing Valuation After HK$5.4 Billion Equity Raise\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-02 13:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/hk/semiconductors/hkg-3800/gcl-technology-holdings-shares/news/gcl-technology-sehk3800-assessing-valuation-after-hk54-billi><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>GCL Technology Holdings (SEHK:3800) just wrapped up a major equity offering that raised more than HKD 5.4 billion by issuing a large number of new ordinary shares. Investors are weighing how this move...</p>\n\n<a href=\"https://simplywall.st/stocks/hk/semiconductors/hkg-3800/gcl-technology-holdings-shares/news/gcl-technology-sehk3800-assessing-valuation-after-hk54-billi\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://images.simplywall.st/asset/industry/8211000-choice1-main-header/1585186899663","relate_stocks":{"03800":"协鑫科技","GCL":"GCL GLOBAL HOLDINGS LTD","BK1554":"光伏太阳能股","DCF":"Dreyfus Alcentra Global Credit Income 2024 Target Term Fund, Inc","BK4588":"碎股","SG9999014674.SGD":"Nikko AM All China Equity A SGD","BK4085":"互动家庭娱乐","EQR":"资产住宅公司","BK1169":"半导体设备","BK4215":"住宅房地产投资信托","BK4585":"ETF&股票定投概念","BK1610":"ETF&股票定投概念","BK1594":"碳中和概念股"},"source_url":"https://simplywall.st/stocks/hk/semiconductors/hkg-3800/gcl-technology-holdings-shares/news/gcl-technology-sehk3800-assessing-valuation-after-hk54-billi","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2588033674","content_text":"GCL Technology Holdings (SEHK:3800) just wrapped up a major equity offering that raised more than HKD 5.4 billion by issuing a large number of new ordinary shares. Investors are weighing how this move could affect the company’s growth and capital resources. See our latest analysis for GCL Technology Holdings. The substantial equity raise appears to have injected renewed attention into GCL Technology Holdings, with the share price up 10.4% year-to-date and modest gains in the past week. However, with a 1-year total shareholder return still down 20.9%, momentum has yet to strongly turn the corner for long-term holders. This is despite optimism fueled by recent capital initiatives and operational moves. If this shift in sentiment around GCL Technology has you curious about what else is gaining traction, it could be an ideal moment to broaden your perspective and discover fast growing stocks with high insider ownership With analyst targets still far above the current price, recent capital raises, and mixed shareholder returns, is GCL Technology now trading at a steep discount, or is the market already factoring in all of its future growth potential? AdvertisementPrice-to-Sales of 2.8x: Is it justified? GCL Technology trades at a price-to-sales ratio of 2.8x, which sets it modestly below its peers but above the broader semiconductor industry average. With a last close price of HK$1.17, this multiple suggests the market assigns a slight premium relative to sector norms. The price-to-sales ratio is a relevant measure for GCL Technology, given the company’s current lack of profits and its ongoing business transformation. This ratio assesses the stock's value relative to its annual sales, making it particularly useful for unprofitable or fast-growing companies where earnings may not fully reflect operating performance. Looking across peers, GCL Technology appears to offer relatively good value on this multiple. Its 2.8x price-to-sales is lower than the listed peer group (3.1x), though the sector’s average is lower (1.9x). However, when compared against its fair price-to-sales ratio of 1.4x, the shares look expensive, highlighting a disconnect in market expectations and the level the multiple could head towards if fundamentals do not shift. Explore the SWS fair ratio for GCL Technology Holdings Result: Price-to-Sales of 2.8x (ABOUT RIGHT) However, persistent net losses and a substantial gap to analyst targets remain key risks. These factors could challenge bullish sentiment around GCL Technology shares. Find out about the key risks to this GCL Technology Holdings narrative. Another View: DCF Says Shares Are Deeply Discounted Looking beyond multiples, our DCF model offers a strikingly different narrative for GCL Technology. Based on projected future cash flows, the SWS DCF model estimates the fair value at HK$4.06 per share, which is significantly higher than the recent trading price. This suggests the market may be undervaluing GCL Technology. Is the discounted cash flow model identifying opportunities others have overlooked? Look into how the SWS DCF model arrives at its fair value. 3800 Discounted Cash Flow as at Dec 2025Simply Wall St performs a discounted cash flow (DCF) on every stock in the world every day (check out GCL Technology Holdings for example). We show the entire calculation in full. You can track the result in your watchlist or portfolio and be alerted when this changes, or use our stock screener to discover 923 undervalued stocks based on their cash flows. If you save a screener we even alert you when new companies match - so you never miss a potential opportunity.  Build Your Own GCL Technology Holdings Narrative If you see things differently or want to investigate the numbers yourself, you can build your own view from scratch in just a few minutes. Do it your way A great starting point for your GCL Technology Holdings research is our analysis highlighting 3 key rewards and 1 important warning sign that could impact your investment decision. Looking for More Investment Ideas? Act now to get a better edge on the market; don't let unique opportunities pass you by while others seize them first.  Capture the advantage of strong cash flow and value by using these 923 undervalued stocks based on cash flows for high-potential stocks trading below their worth. Jump ahead of the curve in healthcare by checking out these 30 healthcare AI stocks, featuring companies leading breakthroughs in medical AI innovation. Lock in higher yields and reliable returns through these 14 dividend stocks with yields > 3% with proven, income-generating stocks offering yields above 3%.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","news_type":1,"symbols_score_info":{"03800":0.9,"DCF":1,"GCL":1.5,"EQR":1.5}},"isVote":1,"tweetType":1,"viewCount":589,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":503866163258008,"gmtCreate":1764037499477,"gmtModify":1764037662082,"author":{"id":"4088748055325860","authorId":"4088748055325860","name":"Kencom","avatar":"https://community-static.tradeup.com/news/bcaa9548fb78e0409a2827c590935dab","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4088748055325860","idStr":"4088748055325860"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/03800\">$GCL TECH(03800)$&nbsp;</a><v-v data-views=\"0\"></v-v> Price rally due to mass followers.&nbsp; There is no clear positive news on the surge.&nbsp;Trade with caution.&nbsp;","listText":"<a href=\"https://ttm.financial/S/03800\">$GCL TECH(03800)$&nbsp;</a><v-v data-views=\"0\"></v-v> Price rally due to mass followers.&nbsp; There is no clear positive news on the surge.&nbsp;Trade with caution.&nbsp;","text":"$GCL TECH(03800)$ Price rally due to mass followers. There is no clear positive news on the surge. Trade with caution.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/503866163258008","isVote":1,"tweetType":1,"viewCount":727,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":475250874377088,"gmtCreate":1757051442879,"gmtModify":1757051446222,"author":{"id":"4088748055325860","authorId":"4088748055325860","name":"Kencom","avatar":"https://community-static.tradeup.com/news/bcaa9548fb78e0409a2827c590935dab","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4088748055325860","idStr":"4088748055325860"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/03800\">$GCL TECH(03800)$&nbsp;</a><v-v data-views=\"0\"></v-v> the surge is not sustainable. I have closed 500k today.","listText":"<a href=\"https://ttm.financial/S/03800\">$GCL TECH(03800)$&nbsp;</a><v-v data-views=\"0\"></v-v> the surge is not sustainable. I have closed 500k today.","text":"$GCL TECH(03800)$ the surge is not sustainable. I have closed 500k today.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/475250874377088","isVote":1,"tweetType":1,"viewCount":1523,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":475250614973096,"gmtCreate":1757051373629,"gmtModify":1757051377820,"author":{"id":"4088748055325860","authorId":"4088748055325860","name":"Kencom","avatar":"https://community-static.tradeup.com/news/bcaa9548fb78e0409a2827c590935dab","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4088748055325860","idStr":"4088748055325860"},"themes":[],"htmlText":"Time for profit taking before it dive again.......","listText":"Time for profit taking before it dive again.......","text":"Time for profit taking before it dive again.......","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/475250614973096","repostId":"1158369662","repostType":2,"repost":{"id":"1158369662","kind":"news","weMediaInfo":{"introduction":"Track stock‘s movements and relevant news","home_visible":1,"media_name":"Stock Track","id":"1086803395","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1756950161,"share":"https://ttm.financial/m/news/1158369662?lang=en_US&edition=fundamental","pubTime":"2025-09-04 09:42","market":"nz","language":"en","title":"Stock Track | GCL TECH Soars 5.43% as Renewable Energy Subsidies Boost Solar Power Sector","url":"https://stock-news.laohu8.com/highlight/detail?id=1158369662","media":"Stock Track","summary":"GCL TECH (03800) saw its stock price soar by 5.43% in the pre-market session on Thursday, as investors responded positively to news of accelerated distribution of renewable energy subsidies in China....","content":"<p>GCL TECH (03800) saw its stock price soar by 5.43% in the pre-market session on Thursday, as investors responded positively to news of accelerated distribution of renewable energy subsidies in China. This development is expected to have a significant impact on the solar power sector, in which GCL TECH is a key player.</p>\n\n<p>According to recent announcements, multiple new energy power generation operators have received concentrated renewable energy subsidy funds, with some companies reporting year-on-year increases of over 300% in subsidy receipts. This accelerated distribution of subsidies is seen as a potential policy tool to stimulate developer investment enthusiasm, particularly in the face of squeezed profitability due to market-oriented trading and rising costs in the industry.</p>\n\n<p>The solar power sector, including GCL TECH, is expected to benefit from this development in several ways. First, the subsidy distribution is anticipated to provide support for domestic demand in 2026, potentially accelerating large-scale base projects. Second, industry chain prices and profitability have consolidated at the bottom, with \"anti-involution\" driving prosperity recovery. Analysts suggest that the sector is currently in a cyclical bottom layout window period, making it an attractive time for investment.</p>\n\n<p>As a prominent player in the solar power industry, GCL TECH's stock price surge reflects investor optimism about the company's potential to capitalize on these favorable market conditions. The accelerated subsidy distribution is likely to enhance both investment capacity and motivation for photovoltaic projects, which could translate into improved financial performance for companies like GCL TECH in the coming months.</p>","source":"ai_movement_en","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Stock Track | GCL TECH Soars 5.43% as Renewable Energy Subsidies Boost Solar Power Sector</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nStock Track | GCL TECH Soars 5.43% as Renewable Energy Subsidies Boost Solar Power Sector\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086803395\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Stock Track </p>\n<p class=\"h-time\">2025-09-04 09:42</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>GCL TECH (03800) saw its stock price soar by 5.43% in the pre-market session on Thursday, as investors responded positively to news of accelerated distribution of renewable energy subsidies in China. This development is expected to have a significant impact on the solar power sector, in which GCL TECH is a key player.</p>\n\n<p>According to recent announcements, multiple new energy power generation operators have received concentrated renewable energy subsidy funds, with some companies reporting year-on-year increases of over 300% in subsidy receipts. This accelerated distribution of subsidies is seen as a potential policy tool to stimulate developer investment enthusiasm, particularly in the face of squeezed profitability due to market-oriented trading and rising costs in the industry.</p>\n\n<p>The solar power sector, including GCL TECH, is expected to benefit from this development in several ways. First, the subsidy distribution is anticipated to provide support for domestic demand in 2026, potentially accelerating large-scale base projects. Second, industry chain prices and profitability have consolidated at the bottom, with \"anti-involution\" driving prosperity recovery. Analysts suggest that the sector is currently in a cyclical bottom layout window period, making it an attractive time for investment.</p>\n\n<p>As a prominent player in the solar power industry, GCL TECH's stock price surge reflects investor optimism about the company's potential to capitalize on these favorable market conditions. The accelerated subsidy distribution is likely to enhance both investment capacity and motivation for photovoltaic projects, which could translate into improved financial performance for companies like GCL TECH in the coming months.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"03800":"协鑫科技"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158369662","content_text":"GCL TECH (03800) saw its stock price soar by 5.43% in the pre-market session on Thursday, as investors responded positively to news of accelerated distribution of renewable energy subsidies in China. This development is expected to have a significant impact on the solar power sector, in which GCL TECH is a key player.\nAccording to recent announcements, multiple new energy power generation operators have received concentrated renewable energy subsidy funds, with some companies reporting year-on-year increases of over 300% in subsidy receipts. This accelerated distribution of subsidies is seen as a potential policy tool to stimulate developer investment enthusiasm, particularly in the face of squeezed profitability due to market-oriented trading and rising costs in the industry.\nThe solar power sector, including GCL TECH, is expected to benefit from this development in several ways. First, the subsidy distribution is anticipated to provide support for domestic demand in 2026, potentially accelerating large-scale base projects. Second, industry chain prices and profitability have consolidated at the bottom, with \"anti-involution\" driving prosperity recovery. Analysts suggest that the sector is currently in a cyclical bottom layout window period, making it an attractive time for investment.\nAs a prominent player in the solar power industry, GCL TECH's stock price surge reflects investor optimism about the company's potential to capitalize on these favorable market conditions. The accelerated subsidy distribution is likely to enhance both investment capacity and motivation for photovoltaic projects, which could translate into improved financial performance for companies like GCL TECH in the coming months.","news_type":1,"symbols_score_info":{"03800":1}},"isVote":1,"tweetType":1,"viewCount":1452,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":467358975111976,"gmtCreate":1755138972146,"gmtModify":1755138976140,"author":{"id":"4088748055325860","authorId":"4088748055325860","name":"Kencom","avatar":"https://community-static.tradeup.com/news/bcaa9548fb78e0409a2827c590935dab","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4088748055325860","idStr":"4088748055325860"},"themes":[],"htmlText":"Is this news going to affect the share price?","listText":"Is this news going to affect the share price?","text":"Is this news going to affect the share price?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/467358975111976","repostId":"2556789127","repostType":2,"repost":{"id":"2556789127","kind":"highlight","weMediaInfo":{"introduction":"The most recognized names in North America, Europe and Asia rely on MT Newswires to power their applications. Better news, better service, better price.","home_visible":1,"media_name":"MT Newswires Live","id":"1092851196","head_image":"https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e"},"pubTimestamp":1754042721,"share":"https://ttm.financial/m/news/2556789127?lang=en_US&edition=fundamental","pubTime":"2025-08-01 18:05","market":"sh","language":"en","title":"Market Chatter: Chinese Polysilicon Makers Eye 50-Billion-Yuan Fund to Shut One-Third of Capacity, Recoup Losses, GCL Executive Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2556789127","media":"MT Newswires Live","summary":"Chinese polysilicon wafer manufacturers are looking to create a 50-billion-yuan fund to acquire and shut down nearly one-third of the country's production capacity to recoup losses, Reuters reported, citing GCL Technology .Plans were in place to close down and acquire the production of at least 1 million metric tons of lower-quality polysilicon capacity, the report said, citing GCL Investor Relations Director Jun Zhu.\"It is sort of like the OPEC of the polysilicon industry, wherein total supply for a specified timeframe has to be agreed by the central committee and production quotas to be allocated to producers,\" Reuters quoted Jun as saying.The closure will retain 2 million tons of capacity. As of the end of 2024, the country's polysilicon capacity was at 3.25 million tons, the report said, citing industry thinktank Bernreuter.","content":"<html><body><p> Chinese polysilicon wafer manufacturers are looking to create a 50-billion-yuan fund to acquire and shut down nearly one-third of the country's production capacity to recoup losses, Reuters reported, citing GCL Technology (HKG:3800).</p><p>Plans were in place to close down and acquire the production of at least 1 million metric tons of lower-quality polysilicon capacity, the report said, citing GCL Investor Relations Director Jun Zhu.</p><p>\"It is sort of like the OPEC of the polysilicon industry, wherein total supply for a specified timeframe has to be agreed by the central committee and production quotas to be allocated to producers,\" Reuters quoted Jun as saying.</p><p>The closure will retain 2 million tons of capacity. As of the end of 2024, the country's polysilicon capacity was at 3.25 million tons, the report said, citing industry thinktank Bernreuter.</p><p>(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)</p></body></html>","source":"mtnewswires_news","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Market Chatter: Chinese Polysilicon Makers Eye 50-Billion-Yuan Fund to Shut One-Third of Capacity, Recoup Losses, GCL Executive Says</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMarket Chatter: Chinese Polysilicon Makers Eye 50-Billion-Yuan Fund to Shut One-Third of Capacity, Recoup Losses, GCL Executive Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092851196\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">MT Newswires Live </p>\n<p class=\"h-time\">2025-08-01 18:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p> Chinese polysilicon wafer manufacturers are looking to create a 50-billion-yuan fund to acquire and shut down nearly one-third of the country's production capacity to recoup losses, Reuters reported, citing GCL Technology (HKG:3800).</p><p>Plans were in place to close down and acquire the production of at least 1 million metric tons of lower-quality polysilicon capacity, the report said, citing GCL Investor Relations Director Jun Zhu.</p><p>\"It is sort of like the OPEC of the polysilicon industry, wherein total supply for a specified timeframe has to be agreed by the central committee and production quotas to be allocated to producers,\" Reuters quoted Jun as saying.</p><p>The closure will retain 2 million tons of capacity. As of the end of 2024, the country's polysilicon capacity was at 3.25 million tons, the report said, citing industry thinktank Bernreuter.</p><p>(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK1554":"光伏太阳能股","03800":"协鑫科技","BK4085":"互动家庭娱乐","SG9999014674.SGD":"Nikko AM All China Equity A SGD","BK1169":"半导体设备","GCL":"GCL GLOBAL HOLDINGS LTD","BK1610":"ETF&股票定投概念","BK1594":"碳中和概念股"},"source_url":"https://www.mtnewswires.com/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2556789127","content_text":"Chinese polysilicon wafer manufacturers are looking to create a 50-billion-yuan fund to acquire and shut down nearly one-third of the country's production capacity to recoup losses, Reuters reported, citing GCL Technology (HKG:3800).Plans were in place to close down and acquire the production of at least 1 million metric tons of lower-quality polysilicon capacity, the report said, citing GCL Investor Relations Director Jun Zhu.\"It is sort of like the OPEC of the polysilicon industry, wherein total supply for a specified timeframe has to be agreed by the central committee and production quotas to be allocated to producers,\" Reuters quoted Jun as saying.The closure will retain 2 million tons of capacity. As of the end of 2024, the country's polysilicon capacity was at 3.25 million tons, the report said, citing industry thinktank Bernreuter.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)","news_type":1,"symbols_score_info":{"03800":0.9,"GCL":1}},"isVote":1,"tweetType":1,"viewCount":1148,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":466790774915432,"gmtCreate":1755000347784,"gmtModify":1755000352147,"author":{"id":"4088748055325860","authorId":"4088748055325860","name":"Kencom","avatar":"https://community-static.tradeup.com/news/bcaa9548fb78e0409a2827c590935dab","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4088748055325860","idStr":"4088748055325860"},"themes":[],"htmlText":"Does it meant all the investment of share with the company is all gone.","listText":"Does it meant all the investment of share with the company is all gone.","text":"Does it meant all the investment of share with the company is all gone.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/466790774915432","repostId":"2558641346","repostType":2,"repost":{"id":"2558641346","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1754997795,"share":"https://ttm.financial/m/news/2558641346?lang=en_US&edition=fundamental","pubTime":"2025-08-12 19:23","market":"fut","language":"en","title":"BRIEF-China Evergrande Says Listing Of Shares Will Be Cancelled On 25 August 2025","url":"https://stock-news.laohu8.com/highlight/detail?id=2558641346","media":"Reuters","summary":"BRIEF-China Evergrande Says Listing Of Shares Will Be Cancelled On 25 August 2025Aug 12  - China Evergrande Group 3333.HK:THE LAST DAY OF THE LISTING OF THE SHARES WILL BE ON 22 AUGUST 2025   AND THE LISTING OF THE SHARES WILL BE CANCELLED WITH EFFECT FROM 9:00 A.M. ON 25 AUGUST 2025THE COMPANY WILL NOT APPLY FOR A REVIEW OF THE DELISTING DECISION MADE BY  THE LISTING COMMITTEE.Further company coverage: 3333.HK ","content":"<html xmlns=\"http://www.w3.org/1999/xhtml\"><head><title>BRIEF-<a href=\"https://laohu8.com/S/EGRNQ\">China Evergrande</a> Says Listing Of Shares Will Be Cancelled On 25 August 2025</title></head><body><p><span>Aug 12 (Reuters)</span><span> - </span><a href=\"https://laohu8.com/S/EGRNF\">China Evergrande Group</a> <span>3333.HK</span>:</p><ul><li><p>THE LAST DAY OF THE LISTING OF THE SHARES WILL BE ON 22 AUGUST 2025 (THE “LAST LISTING DATE”)  AND THE LISTING OF THE SHARES WILL BE CANCELLED WITH EFFECT FROM 9:00 A.M. ON 25 AUGUST 2025</p></li><li><p>THE COMPANY WILL NOT APPLY FOR A REVIEW OF THE DELISTING DECISION MADE BY  THE LISTING COMMITTEE.</p></li></ul><p>Further company coverage: <span>3333.HK</span></p><p> ((Reuters.Briefs@thomsonreuters.com;))</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>BRIEF-China Evergrande Says Listing Of Shares Will Be Cancelled On 25 August 2025</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBRIEF-China Evergrande Says Listing Of Shares Will Be Cancelled On 25 August 2025\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2025-08-12 19:23</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html xmlns=\"http://www.w3.org/1999/xhtml\"><head><title>BRIEF-<a href=\"https://laohu8.com/S/EGRNQ\">China Evergrande</a> Says Listing Of Shares Will Be Cancelled On 25 August 2025</title></head><body><p><span>Aug 12 (Reuters)</span><span> - </span><a href=\"https://laohu8.com/S/EGRNF\">China Evergrande Group</a> <span>3333.HK</span>:</p><ul><li><p>THE LAST DAY OF THE LISTING OF THE SHARES WILL BE ON 22 AUGUST 2025 (THE “LAST LISTING DATE”)  AND THE LISTING OF THE SHARES WILL BE CANCELLED WITH EFFECT FROM 9:00 A.M. ON 25 AUGUST 2025</p></li><li><p>THE COMPANY WILL NOT APPLY FOR A REVIEW OF THE DELISTING DECISION MADE BY  THE LISTING COMMITTEE.</p></li></ul><p>Further company coverage: <span>3333.HK</span></p><p> ((Reuters.Briefs@thomsonreuters.com;))</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK1598":"恒大概念","BK1229":"房地产经营公司","BK1555":"内房股","BK1507":"粤港澳大湾区","BK1542":"内地物业管理股","BK1258":"房地产运营公司","03333":"中国恒大","BK1240":"房地产开发","06666":"恒大物业"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20250812:nFWN3U418H:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2558641346","content_text":"BRIEF-China Evergrande Says Listing Of Shares Will Be Cancelled On 25 August 2025Aug 12 (Reuters) - China Evergrande Group 3333.HK:THE LAST DAY OF THE LISTING OF THE SHARES WILL BE ON 22 AUGUST 2025 (THE “LAST LISTING DATE”)  AND THE LISTING OF THE SHARES WILL BE CANCELLED WITH EFFECT FROM 9:00 A.M. ON 25 AUGUST 2025THE COMPANY WILL NOT APPLY FOR A REVIEW OF THE DELISTING DECISION MADE BY  THE LISTING COMMITTEE.Further company coverage: 3333.HK ((Reuters.Briefs@thomsonreuters.com;))","news_type":1,"symbols_score_info":{"03333":0.9,"06666":0.9}},"isVote":1,"tweetType":1,"viewCount":1281,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":464557641670968,"gmtCreate":1754442354246,"gmtModify":1754442358287,"author":{"id":"4088748055325860","authorId":"4088748055325860","name":"Kencom","avatar":"https://community-static.tradeup.com/news/bcaa9548fb78e0409a2827c590935dab","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4088748055325860","idStr":"4088748055325860"},"themes":[],"htmlText":"Positive news. Losses has reduce down.&nbsp;&nbsp;With potential projects in the pipeline will turn the losses to profit in the short term.&nbsp;","listText":"Positive news. Losses has reduce down.&nbsp;&nbsp;With potential projects in the pipeline will turn the losses to profit in the short term.&nbsp;","text":"Positive news. Losses has reduce down. With potential projects in the pipeline will turn the losses to profit in the short term.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/464557641670968","repostId":"2516137901","repostType":2,"repost":{"id":"2516137901","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1740760040,"share":"https://ttm.financial/m/news/2516137901?lang=en_US&edition=fundamental","pubTime":"2025-03-01 00:27","market":"us","language":"en","title":"BRIEF-Biolidics Posts FY Pretax Profit SGD -3.187 Million","url":"https://stock-news.laohu8.com/highlight/detail?id=2516137901","media":"Reuters","summary":"BRIEF-Biolidics Posts FY Pretax Profit SGD -3.187 MillionFeb 28 (Reuters) - Biolidics Ltd BIOL.SI:FY PRETAX PROFIT SGD -3.187 MILLIONFY NET INCOME SGD -3.192 MILLIONFY REVENUE SGD 784 THOUSANDFurther company coverage: BIOL.SI ((Reuters.Briefs@thomsonreuters.com;))","content":"<html xmlns=\"http://www.w3.org/1999/xhtml\"><head><title>BRIEF-Biolidics Posts FY Pretax Profit SGD -3.187 Million</title></head><body><p><span>Feb 28 (Reuters)</span><span> - </span>Biolidics Ltd <span>BIOL.SI</span>:</p><ul><li><p>FY PRETAX PROFIT SGD -3.187 MILLION</p></li><li><p>FY NET INCOME SGD -3.192 MILLION</p></li><li><p>FY REVENUE SGD 784 THOUSAND</p></li></ul><p>Further company coverage: <span>BIOL.SI</span></p><p> ((Reuters.Briefs@thomsonreuters.com;))</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>BRIEF-Biolidics Posts FY Pretax Profit SGD -3.187 Million</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBRIEF-Biolidics Posts FY Pretax Profit SGD -3.187 Million\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2025-03-01 00:27</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html xmlns=\"http://www.w3.org/1999/xhtml\"><head><title>BRIEF-Biolidics Posts FY Pretax Profit SGD -3.187 Million</title></head><body><p><span>Feb 28 (Reuters)</span><span> - </span>Biolidics Ltd <span>BIOL.SI</span>:</p><ul><li><p>FY PRETAX PROFIT SGD -3.187 MILLION</p></li><li><p>FY NET INCOME SGD -3.192 MILLION</p></li><li><p>FY REVENUE SGD 784 THOUSAND</p></li></ul><p>Further company coverage: <span>BIOL.SI</span></p><p> ((Reuters.Briefs@thomsonreuters.com;))</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK6012":"医疗保健设备","BK6511":"医疗保健服务概念","8YY.SI":"拥抱未来控股有限公司"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20250228:nPLX95197B:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2516137901","content_text":"BRIEF-Biolidics Posts FY Pretax Profit SGD -3.187 MillionFeb 28 (Reuters) - Biolidics Ltd BIOL.SI:FY PRETAX PROFIT SGD -3.187 MILLIONFY NET INCOME SGD -3.192 MILLIONFY REVENUE SGD 784 THOUSANDFurther company coverage: BIOL.SI ((Reuters.Briefs@thomsonreuters.com;))","news_type":1,"symbols_score_info":{"8YY.SI":0.9}},"isVote":1,"tweetType":1,"viewCount":1478,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":461348043882720,"gmtCreate":1753670881765,"gmtModify":1753670885801,"author":{"id":"4088748055325860","authorId":"4088748055325860","name":"Kencom","avatar":"https://community-static.tradeup.com/news/bcaa9548fb78e0409a2827c590935dab","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4088748055325860","idStr":"4088748055325860"},"themes":[],"htmlText":"Does the stock sustainability posed an issue. ?&nbsp;","listText":"Does the stock sustainability posed an issue. ?&nbsp;","text":"Does the stock sustainability posed an issue. ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/461348043882720","repostId":"459579508924824","repostType":1,"repost":{"id":459579508924824,"gmtCreate":1753238731317,"gmtModify":1753238802055,"author":{"id":"4088748055325860","authorId":"4088748055325860","name":"Kencom","avatar":"https://community-static.tradeup.com/news/bcaa9548fb78e0409a2827c590935dab","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4088748055325860","idStr":"4088748055325860"},"themes":[],"title":"Is GCL Tech (03800) a speculative stock  rising from the low of 0.67 to the high of 1.42. What has make such a big surge and is it justifiable.","htmlText":"Find out more here:<a href=\"https://tigr.link/s/50BltGP\">Is GCL Tech (03800) a speculative stock rising from the low of 0.67 to the high of 1.42. What has make such a big surge and is it justifiable.</a> ConclusionGCL Tech's (03800.HK) recent surge from its 52-week low of HKD 0.67 to HKD 1.42 reflects a mix of speculative momentum and fundamental catalysts, though financial metrics raise questions about sustainability.","listText":"Find out more here:<a href=\"https://tigr.link/s/50BltGP\">Is GCL Tech (03800) a speculative stock rising from the low of 0.67 to the high of 1.42. What has make such a big surge and is it justifiable.</a> ConclusionGCL Tech's (03800.HK) recent surge from its 52-week low of HKD 0.67 to HKD 1.42 reflects a mix of speculative momentum and fundamental catalysts, though financial metrics raise questions about sustainability.","text":"Find out more here:Is GCL Tech (03800) a speculative stock rising from the low of 0.67 to the high of 1.42. What has make such a big surge and is it justifiable. ConclusionGCL Tech's (03800.HK) recent surge from its 52-week low of HKD 0.67 to HKD 1.42 reflects a mix of speculative momentum and fundamental catalysts, though financial metrics raise questions about sustainability.","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/459579508924824","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":995,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":459579508924824,"gmtCreate":1753238731317,"gmtModify":1753238802055,"author":{"id":"4088748055325860","authorId":"4088748055325860","name":"Kencom","avatar":"https://community-static.tradeup.com/news/bcaa9548fb78e0409a2827c590935dab","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4088748055325860","idStr":"4088748055325860"},"themes":[],"title":"Is GCL Tech (03800) a speculative stock  rising from the low of 0.67 to the high of 1.42. What has make such a big surge and is it justifiable.","htmlText":"Find out more here:<a href=\"https://tigr.link/s/50BltGP\">Is GCL Tech (03800) a speculative stock rising from the low of 0.67 to the high of 1.42. What has make such a big surge and is it justifiable.</a> ConclusionGCL Tech's (03800.HK) recent surge from its 52-week low of HKD 0.67 to HKD 1.42 reflects a mix of speculative momentum and fundamental catalysts, though financial metrics raise questions about sustainability.","listText":"Find out more here:<a href=\"https://tigr.link/s/50BltGP\">Is GCL Tech (03800) a speculative stock rising from the low of 0.67 to the high of 1.42. What has make such a big surge and is it justifiable.</a> ConclusionGCL Tech's (03800.HK) recent surge from its 52-week low of HKD 0.67 to HKD 1.42 reflects a mix of speculative momentum and fundamental catalysts, though financial metrics raise questions about sustainability.","text":"Find out more here:Is GCL Tech (03800) a speculative stock rising from the low of 0.67 to the high of 1.42. What has make such a big surge and is it justifiable. ConclusionGCL Tech's (03800.HK) recent surge from its 52-week low of HKD 0.67 to HKD 1.42 reflects a mix of speculative momentum and fundamental catalysts, though financial metrics raise questions about sustainability.","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":5,"commentSize":3,"repostSize":1,"link":"https://ttm.financial/post/459579508924824","isVote":1,"tweetType":1,"viewCount":2852,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4088748055325860","authorId":"4088748055325860","name":"Kencom","avatar":"https://community-static.tradeup.com/news/bcaa9548fb78e0409a2827c590935dab","crmLevel":12,"crmLevelSwitch":1,"authorIdStr":"4088748055325860","idStr":"4088748055325860"},"content":"Does the stock sustainability posed an issue. ?","text":"Does the stock sustainability posed an issue. ?","html":"Does the stock sustainability posed an issue. ?"},{"author":{"id":"4218876327786742","authorId":"4218876327786742","name":"Ava Watson","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4218876327786742","idStr":"4218876327786742"},"content":"GCL Global Holdings (GCL) shows high volatility but potential upside amid strategic expansion moves.","text":"GCL Global Holdings (GCL) shows high volatility but potential upside amid strategic expansion moves.","html":"GCL Global Holdings (GCL) shows high volatility but potential upside amid strategic expansion moves."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":438177086579416,"gmtCreate":1748010963438,"gmtModify":1748010966521,"author":{"id":"4088748055325860","authorId":"4088748055325860","name":"Kencom","avatar":"https://community-static.tradeup.com/news/bcaa9548fb78e0409a2827c590935dab","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4088748055325860","idStr":"4088748055325860"},"themes":[],"htmlText":"ABAB is here to stay &amp; excel.","listText":"ABAB is here to stay &amp; excel.","text":"ABAB is here to stay & excel.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/438177086579416","repostId":"2537834411","repostType":2,"repost":{"id":"2537834411","kind":"highlight","weMediaInfo":{"introduction":"Your One-Stop Financial Markets Platform","home_visible":1,"media_name":"TradingKey","id":"1041236214","head_image":"https://community-static.tradeup.com/news/e2a333e9d84c06e89a63420211f0f9bb"},"pubTimestamp":1747996968,"share":"https://ttm.financial/m/news/2537834411?lang=en_US&edition=fundamental","pubTime":"2025-05-23 18:42","market":"nz","language":"en","title":"Alibaba: Short-Term Noise, Long-Term Structure Unchanged","url":"https://stock-news.laohu8.com/highlight/detail?id=2537834411","media":"TradingKey","summary":"TradingKey - Alibaba’s latest quarterly results (Q1 FY2025) show revenue up 7% year-over-year—decent growth on paper, but a miss versus market expectations. Shares dropped over the following days as reaction settled in.","content":"<html><head></head><body><p>TradingKey - Alibaba’s latest quarterly results (Q1 FY2025) show revenue up 7% year-over-year—decent growth on paper, but a miss versus market expectations. Shares dropped over the following days as reaction settled in.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/222eb23361604b3a74fbe46d7aca1c75\" tg-width=\"1004\" tg-height=\"232\"/></p><p>Source: Alibaba earnings report</p><p>At first glance, it may seem like a sign that Alibaba’s growth engine is losing steam. But dig a little deeper, and there’s more to the story. Particularly in e-commerce and AI initiatives, the company is laying the groundwork for what could be solid long-term upside.</p><h2 id=\"id_2141222714\">E-Commerce Turns a Corner: Take Rate Improves, User <a href=\"https://laohu8.com/S/MSTR\">Strategy</a> Optimizes</h2><p>According to National Bureau of Statistics, China’s total retail sales showed signs of recovery in Q1, with online sales of physical goods improving as well—suggesting a steady rebound in consumer activity. Ongoing government subsidies further boosted spending, making e-commerce platforms key beneficiaries. This supported a pickup in both Gross Merchandise Value (GMV) and Customer Management Revenue (CMR).</p><p>Historically, there has been a strong—though slightly lagged—correlation between overall retail sales and Alibaba’s CMR, providing near-term macro support for the company’s revenue outlook.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b4c4f32c18633190a2d5971e3dd009d9\" tg-width=\"824\" tg-height=\"407\"/></p><p>Source: National Bureau of Statistics and Alibaba earnings report</p><p>For Alibaba, the recent recovery in its e-commerce business has been driven by two key strategies: improving its take rate and reshaping its user growth model.  </p><p>Starting last year, the company gradually raised platform service fees, moving from a 0% base fee to around 0.6%. This fee adjustment has contributed to a more stable income stream for the platform, especially via merchant management services.  </p><p>However, the added cost has also put pressure on smaller sellers. To strike a balance between revenue and merchant retention, Alibaba rolled out a new AI-powered ad solution called <strong>“</strong>All-site Promotion.” The idea is simple: shift from charging based on exposure or clicks to a performance-based model that centers on conversions.  </p><p>This new model is built on a performance-driven pricing model, with a compensation mechanism that guarantees a fixed ROI to merchants at the time they pay for ads. This structure reduces advertising risk at a fundamental level and enhances merchants’ willingness to invest. However, this strategy also means the platform’s recommendation algorithms must be highly accurate—whether its AI capabilities can support such a model at scale remains a key challenge.</p><p>To further support merchants, especially smaller ones, Alibaba has launched several AI business tools since 2024, all free of charge. Tools like Business Advisor, Store Assistant Chatbot, and PicCopilot have helped sellers run shops more efficiently. For many, these tools have also offset some of the rising service fees, easing operational costs.  </p><p>The results are already visible. According to alibaba official news, Taobao and Tmall saw an over 10% year-on-year increase in overall ad conversion rate, along with double-digit growth in ad ROI In 2024. The link between GMV and CMR continues to strengthen.  </p><p>Meanwhile, with internet traffic in China approaching saturation, Alibaba&#39;s user strategy is shifting from “user-first” to “high-value user-first.” In other words, the focus is on building a strong base of high-ARPU (Average Revenue Per User) customers.  </p><p>This quarter earnings show that 88VIP memberships grew by double digits, crossing the 50-million mark. These users tend to place more orders and spend more per order, making them a key driver of platform revenue through better ad performance and higher commissions. In essence, they’re the “cash engine” of the platform’s self-sustaining growth.  </p><p>To retain this valuable group, Alibaba offered a 3% stackable discount during the shopping festival, while also enhancing everyday perks like auto-discounts, smoother returns, and dedicated customer service. Despite its “user-first” slogan, the platform’s strategy clearly prioritizes high-value users at the core of its ecosystem.</p><p>On the merchant side, Alibaba is also testing new features to improve operational efficiency. For example, sellers can now exclude “high-refund-rate users” from their ad targeting settings—lowering refund costs and boosting ad ROI. It might sound like a minor function, but ultimately, it helps sellers “aim more accurately,” improving platform-wide efficiency.  </p><p>That said, every initiative aimed at boosting conversions — whether it’s offering free technology tools or stepping up performance ad spend — ultimately translates into higher costs.</p><p>Take Taobao and Tmall Group, for example. Under the backdrop of government-backed consumer subsidies, e-commerce revenue rose 12% year-over-year this quarter, but adj. EBITA grew just 8%. The structural reason is clear: rising cost pressure from multiple fronts — platform-wide subsidies, incentives for new products, commission waivers, and off-platform traffic spending — all added up, leading to a disconnect between topline and bottom-line growth.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6fcc2f3b991acbebd189abccc1cc2902\" tg-width=\"878\" tg-height=\"156\"/></p><p>Source: Alibaba earnings report</p><p>JD.com also benefited from the same subsidy environment, but managed to grow revenue and profit more evenly — underscoring the side effects of Alibaba’s current “growth-through-spending” strategy. More importantly, this approach raises questions around long-term sustainability</p><p>Subsidies are a short-term fix to win traffic, not a durable moat. And with user growth reaching a natural ceiling across the sector, spending heavily to gain share may offer near-term results, but the long-term payoff is far less certain.</p><p>The goal behind these subsidies is simple: win or defend market share. But this isn’t a strategy you can lean on forever. As user growth across China’s e-commerce sector approaches a ceiling, spending more to stay competitive may work short term, but it’s no guarantee for the long haul.</p><h2 id=\"id_4119681163\">Alibaba Cloud Sees Stable Foundation as Commercialization Advances</h2><p>AI and cloud remain the go-to “remote triggers” for market excitement — but Alibaba’s latest earnings show that expectations may have run ahead of reality.</p><p>In Q1 FY2025, Alibaba Cloud reported revenue of RMB 30.1 billion, up 18% year-on-year — its fastest growth in three years and ahead of Microsoft Azure’s 16% and Tencent Cloud’s ~10% for the same period.However, the result landed at the lower end of market forecasts (17–20%) and missed more bullish projections of 25–30%, offering limited upside surprise.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5f475568ddb821b1037f07cc1cb72b47\" tg-width=\"507\" tg-height=\"299\"/></p><p>Source: Alibaba earnings report</p><p>Profitability disappointed even more. Adjusted EBITA came in at RMB 2.42 billion, with margins slipping 1.9 percentage points quarter-on-quarter to 8% — below both last quarter’s level and market consensus.This sparked concerns about potential margin compression.</p><p>Cash flow and capex trends added to the uncertainty. Free cash flow dropped 76% YoY to $374 million, mainly due to stepped-up investments in AI and infrastructure. Still, capex came in at just RMB 24 billion — well below Alibaba’s stated annual target of RMB 120 billion and even behind Tencent’s RMB 27 billion this quarter. These figures have prompted questions: Are AI ambitions being adequately backed with capital? Or is restricted access to high-performance chips becoming a limiting factor?</p><p>The issue isn’t that Alibaba’s cloud numbers were poor. The 18% growth still outpaced Microsoft and materially beat Tencent. And while AI monetization remains early-stage, Alibaba is laying the groundwork across model development and compute infrastructure.</p><p>Its in-house large model, Qwen, has quickly become one of China’s most active open-source ecosystems. According to CNBC, Qwen has open-sourced over 200 models, led to 100,000 derivative variants, and surpassed 300 million global downloads as of April 2025. API call volumes are growing exponentially.</p><p>Its hybrid cloud and industry-specific SaaS products are gaining traction, especially in core verticals like finance and telecom — areas where Alibaba holds strong market share and offers differentiation beyond standard cloud services. Notably, Alibaba’s pricing undercuts AWS by 15–20%, giving it a competitive edge.</p><p>Management maintains confidence in further growth. On the earnings call, CEO Eddie Wu noted that cloud adoption continues to expand across industries, and that the migration of AI workflows to the cloud — which in turn drives API usage — will take time. He noted that Q1 results may not fully reflect inference-related demand, suggesting Q2 could provide clearer visibility.</p><p>JPMorgan reiterated its “Overweight” rating after the call, stating that Alibaba Cloud’s revenue drivers remain intact and predicting a reacceleration in top-line growth to 22% or higher next quarter.</p><h2 id=\"id_2120245736\">International E-commerce Growth Slows, But Fundamentals Remain Solid</h2><p>Alibaba’s international commerce segment remained a key revenue driver, reporting a 22.3% YoY increase. But this trailed market expectations of 26.4% from Reuters, the miss was largely attributed to currency translation losses.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c4e29fca358e3e0da6f80822fc863fb2\" tg-width=\"468\" tg-height=\"280\"/></p><p>Source: Alibaba earnings report</p><p>The segment remained loss-making, with a net quarterly loss of RMB 3.6 billion — a sequential improvement, though still slightly wider than consensus estimates.</p><p>However, the recent U.S. tariff hikes appear to have minimal direct exposure.  Platforms like Lazada and Trendyol operate highly localized models across Southeast Asia and the Middle East, with minimal reliance on U.S.-China cross-border trade routes. Moreover, AliExpress has a relatively small GMV footprint in the U.S., insulating it from the brunt of recent tariff hikes.</p><p>Interestingly, these very trade restrictions may offer indirect tailwinds. Rising import prices in the U.S. could push cost-sensitive consumers toward alternative platforms — a dynamic some analysts are calling the “tariff refugee” effect. According to sensortower, Alibaba’s shopping apps have seen a steady increase in U.S. downloads Since early 2025, with AliExpress briefly cracking the Top 5 in iOS shopping app rankings — signaling potential upside in cross-border user growth</p><h2 id=\"id_2427119157\">Near-Term Challenges in Local Services, but Structural Tailwinds for Instant Retail</h2><p>Alibaba’s local services segment posted a 10.3% year-on-year revenue increase in Q4 FY25, maintaining a top-line performance. However, operating losses widened significantly from the quarterly average of RMB 600 million, suggesting deeper structural cost pressures — beyond seasonal fluctuations.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e90aa5df3179c7a6566bde642f632d15\" tg-width=\"867\" tg-height=\"115\"/></p><p>Source: Alibaba earnings report</p><p>Notably, this spike in losses occurred even before the onset of the latest round of subsidy-driven competition in food delivery. Since Q2, major players including JD.com, Alibaba, and Meituan have launched aggressive promotions,initiating a fresh wave of subsidy-led competition. This trend is likely to weigh on profitability in the near term.</p><p>Looking beyond current challenges, however, market fundamentals remain compelling. According to Morgan Stanley, China’s on-demand retail market could reach RMB 2 trillion by 2030, with a CAGR exceeding 20%. Alibaba aims to tap into this trend via its Taobao-branded instant delivery, merging front-end warehousing with existing Tmall logistics and high-frequency traffic. Unlike food delivery firms, which rely heavily on rider networks, this model delivers higher scalability and user stickiness.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ae5533848a595424bfd20b4d16d77eea\" tg-width=\"1004\" tg-height=\"340\"/></p><p>Morgan Stanley highlights that this approach not only captures new demand but also enhances core e-commerce margins, while reducing losses at Ele.me — pointing to strategic synergy beyond short-term cost dents.</p><h2 id=\"id_3448920645\">Compressed Valuation Signals Bottom-Up Entry Point</h2><p>According to data from Seeking Alpha, Alibaba currently trades at a GAAP price-to-earnings (P/E) ratio of approximately 16.5x — well below its historical average of 20x or higher.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/51fb299a20d6a716cfe20c5a1e386360\" tg-width=\"1600\" tg-height=\"509\"/></p><p>Source: SeekingAlpha</p><p>The latest earnings report offers tangible support for a “bottoming and recovery” valuation narrative. Core businesses such as e-commerce and cloud computing continue to demonstrate steady growth, while international commerce is gaining traction. Together, these trends reflect an evolving business mix with clearer growth pathways and stronger profit potential.</p><p>Alibaba has strengthened shareholder returns and strategic focus through aggressive buybacks, averaging over 10 billion annually in the past two years.With Around 20 billion in remaining authorization, continued repurchases are expected to support market confidence and valuation recovery.</p><h2 id=\"id_1177558581\">Conclusion</h2><p>Alibaba’s Q4 FY25 results may not have delivered on all fronts, but they are far from a disappointing read.</p><p>The core e-commerce segment remains solidly profitable, with international commerce and Alibaba Cloud now serving as dual growth catalysts. AI-led transformation is also taking shape—especially across advertising, membership monetization, and cloud-based applications.</p><p>In the short term, discounts and subsidies are indeed pressuring margins. Yet structurally, Alibaba holds two major long-term advantages: domestic AI innovation and global expansion. As long as these two growth drivers continue to advance, the company’s long-term value remains compelling.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba: Short-Term Noise, Long-Term Structure Unchanged</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba: Short-Term Noise, Long-Term Structure Unchanged\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1041236214\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/e2a333e9d84c06e89a63420211f0f9bb);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">TradingKey </p>\n<p class=\"h-time\">2025-05-23 18:42</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>TradingKey - Alibaba’s latest quarterly results (Q1 FY2025) show revenue up 7% year-over-year—decent growth on paper, but a miss versus market expectations. Shares dropped over the following days as reaction settled in.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/222eb23361604b3a74fbe46d7aca1c75\" tg-width=\"1004\" tg-height=\"232\"/></p><p>Source: Alibaba earnings report</p><p>At first glance, it may seem like a sign that Alibaba’s growth engine is losing steam. But dig a little deeper, and there’s more to the story. Particularly in e-commerce and AI initiatives, the company is laying the groundwork for what could be solid long-term upside.</p><h2 id=\"id_2141222714\">E-Commerce Turns a Corner: Take Rate Improves, User <a href=\"https://laohu8.com/S/MSTR\">Strategy</a> Optimizes</h2><p>According to National Bureau of Statistics, China’s total retail sales showed signs of recovery in Q1, with online sales of physical goods improving as well—suggesting a steady rebound in consumer activity. Ongoing government subsidies further boosted spending, making e-commerce platforms key beneficiaries. This supported a pickup in both Gross Merchandise Value (GMV) and Customer Management Revenue (CMR).</p><p>Historically, there has been a strong—though slightly lagged—correlation between overall retail sales and Alibaba’s CMR, providing near-term macro support for the company’s revenue outlook.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b4c4f32c18633190a2d5971e3dd009d9\" tg-width=\"824\" tg-height=\"407\"/></p><p>Source: National Bureau of Statistics and Alibaba earnings report</p><p>For Alibaba, the recent recovery in its e-commerce business has been driven by two key strategies: improving its take rate and reshaping its user growth model.  </p><p>Starting last year, the company gradually raised platform service fees, moving from a 0% base fee to around 0.6%. This fee adjustment has contributed to a more stable income stream for the platform, especially via merchant management services.  </p><p>However, the added cost has also put pressure on smaller sellers. To strike a balance between revenue and merchant retention, Alibaba rolled out a new AI-powered ad solution called <strong>“</strong>All-site Promotion.” The idea is simple: shift from charging based on exposure or clicks to a performance-based model that centers on conversions.  </p><p>This new model is built on a performance-driven pricing model, with a compensation mechanism that guarantees a fixed ROI to merchants at the time they pay for ads. This structure reduces advertising risk at a fundamental level and enhances merchants’ willingness to invest. However, this strategy also means the platform’s recommendation algorithms must be highly accurate—whether its AI capabilities can support such a model at scale remains a key challenge.</p><p>To further support merchants, especially smaller ones, Alibaba has launched several AI business tools since 2024, all free of charge. Tools like Business Advisor, Store Assistant Chatbot, and PicCopilot have helped sellers run shops more efficiently. For many, these tools have also offset some of the rising service fees, easing operational costs.  </p><p>The results are already visible. According to alibaba official news, Taobao and Tmall saw an over 10% year-on-year increase in overall ad conversion rate, along with double-digit growth in ad ROI In 2024. The link between GMV and CMR continues to strengthen.  </p><p>Meanwhile, with internet traffic in China approaching saturation, Alibaba&#39;s user strategy is shifting from “user-first” to “high-value user-first.” In other words, the focus is on building a strong base of high-ARPU (Average Revenue Per User) customers.  </p><p>This quarter earnings show that 88VIP memberships grew by double digits, crossing the 50-million mark. These users tend to place more orders and spend more per order, making them a key driver of platform revenue through better ad performance and higher commissions. In essence, they’re the “cash engine” of the platform’s self-sustaining growth.  </p><p>To retain this valuable group, Alibaba offered a 3% stackable discount during the shopping festival, while also enhancing everyday perks like auto-discounts, smoother returns, and dedicated customer service. Despite its “user-first” slogan, the platform’s strategy clearly prioritizes high-value users at the core of its ecosystem.</p><p>On the merchant side, Alibaba is also testing new features to improve operational efficiency. For example, sellers can now exclude “high-refund-rate users” from their ad targeting settings—lowering refund costs and boosting ad ROI. It might sound like a minor function, but ultimately, it helps sellers “aim more accurately,” improving platform-wide efficiency.  </p><p>That said, every initiative aimed at boosting conversions — whether it’s offering free technology tools or stepping up performance ad spend — ultimately translates into higher costs.</p><p>Take Taobao and Tmall Group, for example. Under the backdrop of government-backed consumer subsidies, e-commerce revenue rose 12% year-over-year this quarter, but adj. EBITA grew just 8%. The structural reason is clear: rising cost pressure from multiple fronts — platform-wide subsidies, incentives for new products, commission waivers, and off-platform traffic spending — all added up, leading to a disconnect between topline and bottom-line growth.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6fcc2f3b991acbebd189abccc1cc2902\" tg-width=\"878\" tg-height=\"156\"/></p><p>Source: Alibaba earnings report</p><p>JD.com also benefited from the same subsidy environment, but managed to grow revenue and profit more evenly — underscoring the side effects of Alibaba’s current “growth-through-spending” strategy. More importantly, this approach raises questions around long-term sustainability</p><p>Subsidies are a short-term fix to win traffic, not a durable moat. And with user growth reaching a natural ceiling across the sector, spending heavily to gain share may offer near-term results, but the long-term payoff is far less certain.</p><p>The goal behind these subsidies is simple: win or defend market share. But this isn’t a strategy you can lean on forever. As user growth across China’s e-commerce sector approaches a ceiling, spending more to stay competitive may work short term, but it’s no guarantee for the long haul.</p><h2 id=\"id_4119681163\">Alibaba Cloud Sees Stable Foundation as Commercialization Advances</h2><p>AI and cloud remain the go-to “remote triggers” for market excitement — but Alibaba’s latest earnings show that expectations may have run ahead of reality.</p><p>In Q1 FY2025, Alibaba Cloud reported revenue of RMB 30.1 billion, up 18% year-on-year — its fastest growth in three years and ahead of Microsoft Azure’s 16% and Tencent Cloud’s ~10% for the same period.However, the result landed at the lower end of market forecasts (17–20%) and missed more bullish projections of 25–30%, offering limited upside surprise.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5f475568ddb821b1037f07cc1cb72b47\" tg-width=\"507\" tg-height=\"299\"/></p><p>Source: Alibaba earnings report</p><p>Profitability disappointed even more. Adjusted EBITA came in at RMB 2.42 billion, with margins slipping 1.9 percentage points quarter-on-quarter to 8% — below both last quarter’s level and market consensus.This sparked concerns about potential margin compression.</p><p>Cash flow and capex trends added to the uncertainty. Free cash flow dropped 76% YoY to $374 million, mainly due to stepped-up investments in AI and infrastructure. Still, capex came in at just RMB 24 billion — well below Alibaba’s stated annual target of RMB 120 billion and even behind Tencent’s RMB 27 billion this quarter. These figures have prompted questions: Are AI ambitions being adequately backed with capital? Or is restricted access to high-performance chips becoming a limiting factor?</p><p>The issue isn’t that Alibaba’s cloud numbers were poor. The 18% growth still outpaced Microsoft and materially beat Tencent. And while AI monetization remains early-stage, Alibaba is laying the groundwork across model development and compute infrastructure.</p><p>Its in-house large model, Qwen, has quickly become one of China’s most active open-source ecosystems. According to CNBC, Qwen has open-sourced over 200 models, led to 100,000 derivative variants, and surpassed 300 million global downloads as of April 2025. API call volumes are growing exponentially.</p><p>Its hybrid cloud and industry-specific SaaS products are gaining traction, especially in core verticals like finance and telecom — areas where Alibaba holds strong market share and offers differentiation beyond standard cloud services. Notably, Alibaba’s pricing undercuts AWS by 15–20%, giving it a competitive edge.</p><p>Management maintains confidence in further growth. On the earnings call, CEO Eddie Wu noted that cloud adoption continues to expand across industries, and that the migration of AI workflows to the cloud — which in turn drives API usage — will take time. He noted that Q1 results may not fully reflect inference-related demand, suggesting Q2 could provide clearer visibility.</p><p>JPMorgan reiterated its “Overweight” rating after the call, stating that Alibaba Cloud’s revenue drivers remain intact and predicting a reacceleration in top-line growth to 22% or higher next quarter.</p><h2 id=\"id_2120245736\">International E-commerce Growth Slows, But Fundamentals Remain Solid</h2><p>Alibaba’s international commerce segment remained a key revenue driver, reporting a 22.3% YoY increase. But this trailed market expectations of 26.4% from Reuters, the miss was largely attributed to currency translation losses.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c4e29fca358e3e0da6f80822fc863fb2\" tg-width=\"468\" tg-height=\"280\"/></p><p>Source: Alibaba earnings report</p><p>The segment remained loss-making, with a net quarterly loss of RMB 3.6 billion — a sequential improvement, though still slightly wider than consensus estimates.</p><p>However, the recent U.S. tariff hikes appear to have minimal direct exposure.  Platforms like Lazada and Trendyol operate highly localized models across Southeast Asia and the Middle East, with minimal reliance on U.S.-China cross-border trade routes. Moreover, AliExpress has a relatively small GMV footprint in the U.S., insulating it from the brunt of recent tariff hikes.</p><p>Interestingly, these very trade restrictions may offer indirect tailwinds. Rising import prices in the U.S. could push cost-sensitive consumers toward alternative platforms — a dynamic some analysts are calling the “tariff refugee” effect. According to sensortower, Alibaba’s shopping apps have seen a steady increase in U.S. downloads Since early 2025, with AliExpress briefly cracking the Top 5 in iOS shopping app rankings — signaling potential upside in cross-border user growth</p><h2 id=\"id_2427119157\">Near-Term Challenges in Local Services, but Structural Tailwinds for Instant Retail</h2><p>Alibaba’s local services segment posted a 10.3% year-on-year revenue increase in Q4 FY25, maintaining a top-line performance. However, operating losses widened significantly from the quarterly average of RMB 600 million, suggesting deeper structural cost pressures — beyond seasonal fluctuations.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e90aa5df3179c7a6566bde642f632d15\" tg-width=\"867\" tg-height=\"115\"/></p><p>Source: Alibaba earnings report</p><p>Notably, this spike in losses occurred even before the onset of the latest round of subsidy-driven competition in food delivery. Since Q2, major players including JD.com, Alibaba, and Meituan have launched aggressive promotions,initiating a fresh wave of subsidy-led competition. This trend is likely to weigh on profitability in the near term.</p><p>Looking beyond current challenges, however, market fundamentals remain compelling. According to Morgan Stanley, China’s on-demand retail market could reach RMB 2 trillion by 2030, with a CAGR exceeding 20%. Alibaba aims to tap into this trend via its Taobao-branded instant delivery, merging front-end warehousing with existing Tmall logistics and high-frequency traffic. Unlike food delivery firms, which rely heavily on rider networks, this model delivers higher scalability and user stickiness.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ae5533848a595424bfd20b4d16d77eea\" tg-width=\"1004\" tg-height=\"340\"/></p><p>Morgan Stanley highlights that this approach not only captures new demand but also enhances core e-commerce margins, while reducing losses at Ele.me — pointing to strategic synergy beyond short-term cost dents.</p><h2 id=\"id_3448920645\">Compressed Valuation Signals Bottom-Up Entry Point</h2><p>According to data from Seeking Alpha, Alibaba currently trades at a GAAP price-to-earnings (P/E) ratio of approximately 16.5x — well below its historical average of 20x or higher.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/51fb299a20d6a716cfe20c5a1e386360\" tg-width=\"1600\" tg-height=\"509\"/></p><p>Source: SeekingAlpha</p><p>The latest earnings report offers tangible support for a “bottoming and recovery” valuation narrative. Core businesses such as e-commerce and cloud computing continue to demonstrate steady growth, while international commerce is gaining traction. Together, these trends reflect an evolving business mix with clearer growth pathways and stronger profit potential.</p><p>Alibaba has strengthened shareholder returns and strategic focus through aggressive buybacks, averaging over 10 billion annually in the past two years.With Around 20 billion in remaining authorization, continued repurchases are expected to support market confidence and valuation recovery.</p><h2 id=\"id_1177558581\">Conclusion</h2><p>Alibaba’s Q4 FY25 results may not have delivered on all fronts, but they are far from a disappointing read.</p><p>The core e-commerce segment remains solidly profitable, with international commerce and Alibaba Cloud now serving as dual growth catalysts. AI-led transformation is also taking shape—especially across advertising, membership monetization, and cloud-based applications.</p><p>In the short term, discounts and subsidies are indeed pressuring margins. Yet structurally, Alibaba holds two major long-term advantages: domestic AI innovation and global expansion. As long as these two growth drivers continue to advance, the company’s long-term value remains compelling.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"89988":"阿里巴巴-WR","LU1048588211.SGD":"Blackrock Asian Dragon A2 SGD-H","LU1670710661.SGD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (SGD) INC","LU2087625088.SGD":"ALLSPRING  US ALL CAP GROWTH \"A\" (SGDHDG) ACC","LU0370786039.SGD":"Fidelity Greater China A-SGD","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","SG9999014898.SGD":"United Global Quality Growth Fund Dis SGD","BABA":"阿里巴巴","GMV.AU":"G Medical Innovations","LU0594300179.USD":"FIDELITY CHINA CONSUMER \"A\" (USD) ACC","LU1564329115.USD":"Blackrock Dynamic High Income A6 USD","LU0985320562.USD":"NORDEA 1 GLOBAL STARS EQUITY \"BP\" (USD) ACC","SG9999018865.SGD":"United Global Quality Growth Fd Cl Dist SGD-H","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","LU0417516738.SGD":"Allianz Hong Kong Equity AT Acc SGD","LU0531971595.HKD":"HSBC GIF CHINESE EQUITY \"AD\" (HKD) INC","LU1670627923.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) ACC","IE00B3SWFQ91.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) INC","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","LU2552382058.USD":"WELLINGTON US BRAND POWER \"A\" (USD) ACC","LU0648948544.HKD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AM\" (HKD) INC","LU0106831901.USD":"贝莱德世界金融基金A2","BK4516":"特朗普概念","LU0143863784.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"DU\" (USD) ACC","LU0949170426.SGD":"Blackrock Global Multi-Asset Income A6 SGD-H","HBBD.SI":"Alibaba HK SDR 5to1","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU1769817179.HKD":"UBS (LUX) EQUITY SICAV - GLOBAL EMERG MARKETS OPPO \"P\" (HKD) INC","LU0541501648.USD":"ALLSPRING  EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0708995153.HKD":"TEMPLETON EMERGING MARKETS \"A\" (HKD) ACC","LU0345776255.USD":"NINETY ONE GSF ASIAN EQUITY \"A\" (USD) INC","LU1880398471.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) ACC","LU2191332357.HKD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (HKDHDG) INC","BK4592":"伊斯兰概念","LU0163747925.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY A ACC","LU0029874905.USD":"TEMPLETON EMERGING MARKETS \"A\" INC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU1196710864.SGD":"Schroder ISF Emerging Markets Multi-Asset A Dis SGD-H","09988":"阿里巴巴-W","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","LU0314106906.USD":"MANULIFE GF GLOBAL EQUITY \"AA\" (USD) INC","BK4579":"人工智能","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","SG9999014559.SGD":"United Income Focus Trust Dis SGD","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","LU0261950983.USD":"FIDELITY ASIAN SPECIAL SITUATIONS \"A\" ACC","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD"},"source_url":"https://www.tradingkey.com/analysis/stocks/us-stocks/250721963-alibaba-short-term-noise-long-term-structure-unchanged-tradingkey-georginalu","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2537834411","content_text":"TradingKey - Alibaba’s latest quarterly results (Q1 FY2025) show revenue up 7% year-over-year—decent growth on paper, but a miss versus market expectations. Shares dropped over the following days as reaction settled in.Source: Alibaba earnings reportAt first glance, it may seem like a sign that Alibaba’s growth engine is losing steam. But dig a little deeper, and there’s more to the story. Particularly in e-commerce and AI initiatives, the company is laying the groundwork for what could be solid long-term upside.E-Commerce Turns a Corner: Take Rate Improves, User Strategy OptimizesAccording to National Bureau of Statistics, China’s total retail sales showed signs of recovery in Q1, with online sales of physical goods improving as well—suggesting a steady rebound in consumer activity. Ongoing government subsidies further boosted spending, making e-commerce platforms key beneficiaries. This supported a pickup in both Gross Merchandise Value (GMV) and Customer Management Revenue (CMR).Historically, there has been a strong—though slightly lagged—correlation between overall retail sales and Alibaba’s CMR, providing near-term macro support for the company’s revenue outlook.Source: National Bureau of Statistics and Alibaba earnings reportFor Alibaba, the recent recovery in its e-commerce business has been driven by two key strategies: improving its take rate and reshaping its user growth model.  Starting last year, the company gradually raised platform service fees, moving from a 0% base fee to around 0.6%. This fee adjustment has contributed to a more stable income stream for the platform, especially via merchant management services.  However, the added cost has also put pressure on smaller sellers. To strike a balance between revenue and merchant retention, Alibaba rolled out a new AI-powered ad solution called “All-site Promotion.” The idea is simple: shift from charging based on exposure or clicks to a performance-based model that centers on conversions.  This new model is built on a performance-driven pricing model, with a compensation mechanism that guarantees a fixed ROI to merchants at the time they pay for ads. This structure reduces advertising risk at a fundamental level and enhances merchants’ willingness to invest. However, this strategy also means the platform’s recommendation algorithms must be highly accurate—whether its AI capabilities can support such a model at scale remains a key challenge.To further support merchants, especially smaller ones, Alibaba has launched several AI business tools since 2024, all free of charge. Tools like Business Advisor, Store Assistant Chatbot, and PicCopilot have helped sellers run shops more efficiently. For many, these tools have also offset some of the rising service fees, easing operational costs.  The results are already visible. According to alibaba official news, Taobao and Tmall saw an over 10% year-on-year increase in overall ad conversion rate, along with double-digit growth in ad ROI In 2024. The link between GMV and CMR continues to strengthen.  Meanwhile, with internet traffic in China approaching saturation, Alibaba's user strategy is shifting from “user-first” to “high-value user-first.” In other words, the focus is on building a strong base of high-ARPU (Average Revenue Per User) customers.  This quarter earnings show that 88VIP memberships grew by double digits, crossing the 50-million mark. These users tend to place more orders and spend more per order, making them a key driver of platform revenue through better ad performance and higher commissions. In essence, they’re the “cash engine” of the platform’s self-sustaining growth.  To retain this valuable group, Alibaba offered a 3% stackable discount during the shopping festival, while also enhancing everyday perks like auto-discounts, smoother returns, and dedicated customer service. Despite its “user-first” slogan, the platform’s strategy clearly prioritizes high-value users at the core of its ecosystem.On the merchant side, Alibaba is also testing new features to improve operational efficiency. For example, sellers can now exclude “high-refund-rate users” from their ad targeting settings—lowering refund costs and boosting ad ROI. It might sound like a minor function, but ultimately, it helps sellers “aim more accurately,” improving platform-wide efficiency.  That said, every initiative aimed at boosting conversions — whether it’s offering free technology tools or stepping up performance ad spend — ultimately translates into higher costs.Take Taobao and Tmall Group, for example. Under the backdrop of government-backed consumer subsidies, e-commerce revenue rose 12% year-over-year this quarter, but adj. EBITA grew just 8%. The structural reason is clear: rising cost pressure from multiple fronts — platform-wide subsidies, incentives for new products, commission waivers, and off-platform traffic spending — all added up, leading to a disconnect between topline and bottom-line growth.Source: Alibaba earnings reportJD.com also benefited from the same subsidy environment, but managed to grow revenue and profit more evenly — underscoring the side effects of Alibaba’s current “growth-through-spending” strategy. More importantly, this approach raises questions around long-term sustainabilitySubsidies are a short-term fix to win traffic, not a durable moat. And with user growth reaching a natural ceiling across the sector, spending heavily to gain share may offer near-term results, but the long-term payoff is far less certain.The goal behind these subsidies is simple: win or defend market share. But this isn’t a strategy you can lean on forever. As user growth across China’s e-commerce sector approaches a ceiling, spending more to stay competitive may work short term, but it’s no guarantee for the long haul.Alibaba Cloud Sees Stable Foundation as Commercialization AdvancesAI and cloud remain the go-to “remote triggers” for market excitement — but Alibaba’s latest earnings show that expectations may have run ahead of reality.In Q1 FY2025, Alibaba Cloud reported revenue of RMB 30.1 billion, up 18% year-on-year — its fastest growth in three years and ahead of Microsoft Azure’s 16% and Tencent Cloud’s ~10% for the same period.However, the result landed at the lower end of market forecasts (17–20%) and missed more bullish projections of 25–30%, offering limited upside surprise.Source: Alibaba earnings reportProfitability disappointed even more. Adjusted EBITA came in at RMB 2.42 billion, with margins slipping 1.9 percentage points quarter-on-quarter to 8% — below both last quarter’s level and market consensus.This sparked concerns about potential margin compression.Cash flow and capex trends added to the uncertainty. Free cash flow dropped 76% YoY to $374 million, mainly due to stepped-up investments in AI and infrastructure. Still, capex came in at just RMB 24 billion — well below Alibaba’s stated annual target of RMB 120 billion and even behind Tencent’s RMB 27 billion this quarter. These figures have prompted questions: Are AI ambitions being adequately backed with capital? Or is restricted access to high-performance chips becoming a limiting factor?The issue isn’t that Alibaba’s cloud numbers were poor. The 18% growth still outpaced Microsoft and materially beat Tencent. And while AI monetization remains early-stage, Alibaba is laying the groundwork across model development and compute infrastructure.Its in-house large model, Qwen, has quickly become one of China’s most active open-source ecosystems. According to CNBC, Qwen has open-sourced over 200 models, led to 100,000 derivative variants, and surpassed 300 million global downloads as of April 2025. API call volumes are growing exponentially.Its hybrid cloud and industry-specific SaaS products are gaining traction, especially in core verticals like finance and telecom — areas where Alibaba holds strong market share and offers differentiation beyond standard cloud services. Notably, Alibaba’s pricing undercuts AWS by 15–20%, giving it a competitive edge.Management maintains confidence in further growth. On the earnings call, CEO Eddie Wu noted that cloud adoption continues to expand across industries, and that the migration of AI workflows to the cloud — which in turn drives API usage — will take time. He noted that Q1 results may not fully reflect inference-related demand, suggesting Q2 could provide clearer visibility.JPMorgan reiterated its “Overweight” rating after the call, stating that Alibaba Cloud’s revenue drivers remain intact and predicting a reacceleration in top-line growth to 22% or higher next quarter.International E-commerce Growth Slows, But Fundamentals Remain SolidAlibaba’s international commerce segment remained a key revenue driver, reporting a 22.3% YoY increase. But this trailed market expectations of 26.4% from Reuters, the miss was largely attributed to currency translation losses.Source: Alibaba earnings reportThe segment remained loss-making, with a net quarterly loss of RMB 3.6 billion — a sequential improvement, though still slightly wider than consensus estimates.However, the recent U.S. tariff hikes appear to have minimal direct exposure.  Platforms like Lazada and Trendyol operate highly localized models across Southeast Asia and the Middle East, with minimal reliance on U.S.-China cross-border trade routes. Moreover, AliExpress has a relatively small GMV footprint in the U.S., insulating it from the brunt of recent tariff hikes.Interestingly, these very trade restrictions may offer indirect tailwinds. Rising import prices in the U.S. could push cost-sensitive consumers toward alternative platforms — a dynamic some analysts are calling the “tariff refugee” effect. According to sensortower, Alibaba’s shopping apps have seen a steady increase in U.S. downloads Since early 2025, with AliExpress briefly cracking the Top 5 in iOS shopping app rankings — signaling potential upside in cross-border user growthNear-Term Challenges in Local Services, but Structural Tailwinds for Instant RetailAlibaba’s local services segment posted a 10.3% year-on-year revenue increase in Q4 FY25, maintaining a top-line performance. However, operating losses widened significantly from the quarterly average of RMB 600 million, suggesting deeper structural cost pressures — beyond seasonal fluctuations.Source: Alibaba earnings reportNotably, this spike in losses occurred even before the onset of the latest round of subsidy-driven competition in food delivery. Since Q2, major players including JD.com, Alibaba, and Meituan have launched aggressive promotions,initiating a fresh wave of subsidy-led competition. This trend is likely to weigh on profitability in the near term.Looking beyond current challenges, however, market fundamentals remain compelling. According to Morgan Stanley, China’s on-demand retail market could reach RMB 2 trillion by 2030, with a CAGR exceeding 20%. Alibaba aims to tap into this trend via its Taobao-branded instant delivery, merging front-end warehousing with existing Tmall logistics and high-frequency traffic. Unlike food delivery firms, which rely heavily on rider networks, this model delivers higher scalability and user stickiness.Morgan Stanley highlights that this approach not only captures new demand but also enhances core e-commerce margins, while reducing losses at Ele.me — pointing to strategic synergy beyond short-term cost dents.Compressed Valuation Signals Bottom-Up Entry PointAccording to data from Seeking Alpha, Alibaba currently trades at a GAAP price-to-earnings (P/E) ratio of approximately 16.5x — well below its historical average of 20x or higher.Source: SeekingAlphaThe latest earnings report offers tangible support for a “bottoming and recovery” valuation narrative. Core businesses such as e-commerce and cloud computing continue to demonstrate steady growth, while international commerce is gaining traction. Together, these trends reflect an evolving business mix with clearer growth pathways and stronger profit potential.Alibaba has strengthened shareholder returns and strategic focus through aggressive buybacks, averaging over 10 billion annually in the past two years.With Around 20 billion in remaining authorization, continued repurchases are expected to support market confidence and valuation recovery.ConclusionAlibaba’s Q4 FY25 results may not have delivered on all fronts, but they are far from a disappointing read.The core e-commerce segment remains solidly profitable, with international commerce and Alibaba Cloud now serving as dual growth catalysts. AI-led transformation is also taking shape—especially across advertising, membership monetization, and cloud-based applications.In the short term, discounts and subsidies are indeed pressuring margins. Yet structurally, Alibaba holds two major long-term advantages: domestic AI innovation and global expansion. As long as these two growth drivers continue to advance, the company’s long-term value remains compelling.","news_type":1,"symbols_score_info":{"89988":0.6,"HBBD.SI":0.6,"BABA":1,"09988":1,"ALBmain":0.6,"GMV.AU":1}},"isVote":1,"tweetType":1,"viewCount":1674,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":435384322084952,"gmtCreate":1747313139923,"gmtModify":1747313143826,"author":{"id":"4088748055325860","authorId":"4088748055325860","name":"Kencom","avatar":"https://community-static.tradeup.com/news/bcaa9548fb78e0409a2827c590935dab","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4088748055325860","idStr":"4088748055325860"},"themes":[],"htmlText":"It will rebounced","listText":"It will rebounced","text":"It will rebounced","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/435384322084952","repostId":"1192153283","repostType":2,"repost":{"id":"1192153283","kind":"news","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1747301851,"share":"https://ttm.financial/m/news/1192153283?lang=en_US&edition=fundamental","pubTime":"2025-05-15 17:37","market":"us","language":"en","title":"Alibaba Misses Revenue Estimates as It Fights for China E-Commerce Market Dominance","url":"https://stock-news.laohu8.com/highlight/detail?id=1192153283","media":"Reuters","summary":"May 15  - Chinese e-commerce giant Alibaba reported quarterly revenue that missed Wall Street estimates on Thursday, as the firm works on new strategies to keep consumers spending amid persistent economic weakness and global trade uncertainties.U.S.-listed shares of the company fell more than 4% in premarket trading. They have risen about 58% so far this year.Grappling with high unemployment rates and prolonged weakness in the economy, Chinese consumers have turned increasingly cost conscious, w","content":"<html><head></head><body><p>Chinese e-commerce giant <a href=\"https://laohu8.com/S/BABA\">Alibaba</a> reported quarterly revenue that missed Wall Street estimates on Thursday, as the company works on new strategies to keep consumers spending amid persistent economic weakness and global trade uncertainties.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/40ae71bf45d4cf50c81af924029856a2\" title=\"\" tg-width=\"1080\" tg-height=\"1080\"/></p><p>U.S.-listed shares of the company fell more than 5% in premarket trading. They have risen about 58% so far this year.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c5b044bbcce52d9a92120df7a1ac3d46\" title=\"\" tg-width=\"412\" tg-height=\"387\"/></p><p>Chinese shoppers, grappling with a prolonged property crisis and a cloudy economic outlook, have increasingly become cost-conscious, prompting deep discounts and rock-bottom prices to stimulate spending.</p><p>That has sparked a price battle among China&#39;s largest online e-commerce platforms including Alibaba, Pinduoduo and JD.com, as they jostle for market share.</p><p>Alibaba&#39;s rival JD.com on Tuesday beat first-quarter revenue estimates and said it was seeing strong user growth.</p><p>For the March quarter, revenue from Alibaba&#39;s Taobao and Tmall Group segment, its Chinese e-commerce arm, was up nearly 9% from a year earlier, above market estimates. Alibaba&#39;s earnings statement attributed the growth to strong momentum in new consumer growth and a continuing increase in orders.</p><p>Chinese e-commerce giants have been aggressively expanding into instant retail, focusing on delivery speeds of 30 to 60 minutes, in their battle for market share.</p><p>Both JD.com and Alibaba&#39;s platforms have offered users incentives including coupons to try their expanded instant retail and food delivery offerings.</p><p>Investors are now shifting focus to the &#34;618&#34; festival, one of the biggest annual shopping events in China, which culminates on June 18. Retailers have already started pre-sales.</p><p>Alibaba reported revenue of 236.45 billion yuan ($32.79 billion) in its fiscal fourth quarter ended March 31, compared with analysts&#39; estimates of 237.24 billion yuan, according to data compiled by LSEG.</p><p>Alibaba has emerged as a leader in China&#39;s competitive AI race and the tech giant has consistently released new models throughout the year. It launched Qwen 3 in April, an upgraded version of its flagship AI model that introduces new hybrid reasoning capabilities.</p><p>Alibaba&#39;s Cloud Intelligence Unit&#39;s revenue grew 18% to 30.13 billion yuan.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba Misses Revenue Estimates as It Fights for China E-Commerce Market Dominance</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba Misses Revenue Estimates as It Fights for China E-Commerce Market Dominance\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2025-05-15 17:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Chinese e-commerce giant <a href=\"https://laohu8.com/S/BABA\">Alibaba</a> reported quarterly revenue that missed Wall Street estimates on Thursday, as the company works on new strategies to keep consumers spending amid persistent economic weakness and global trade uncertainties.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/40ae71bf45d4cf50c81af924029856a2\" title=\"\" tg-width=\"1080\" tg-height=\"1080\"/></p><p>U.S.-listed shares of the company fell more than 5% in premarket trading. They have risen about 58% so far this year.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c5b044bbcce52d9a92120df7a1ac3d46\" title=\"\" tg-width=\"412\" tg-height=\"387\"/></p><p>Chinese shoppers, grappling with a prolonged property crisis and a cloudy economic outlook, have increasingly become cost-conscious, prompting deep discounts and rock-bottom prices to stimulate spending.</p><p>That has sparked a price battle among China&#39;s largest online e-commerce platforms including Alibaba, Pinduoduo and JD.com, as they jostle for market share.</p><p>Alibaba&#39;s rival JD.com on Tuesday beat first-quarter revenue estimates and said it was seeing strong user growth.</p><p>For the March quarter, revenue from Alibaba&#39;s Taobao and Tmall Group segment, its Chinese e-commerce arm, was up nearly 9% from a year earlier, above market estimates. Alibaba&#39;s earnings statement attributed the growth to strong momentum in new consumer growth and a continuing increase in orders.</p><p>Chinese e-commerce giants have been aggressively expanding into instant retail, focusing on delivery speeds of 30 to 60 minutes, in their battle for market share.</p><p>Both JD.com and Alibaba&#39;s platforms have offered users incentives including coupons to try their expanded instant retail and food delivery offerings.</p><p>Investors are now shifting focus to the &#34;618&#34; festival, one of the biggest annual shopping events in China, which culminates on June 18. Retailers have already started pre-sales.</p><p>Alibaba reported revenue of 236.45 billion yuan ($32.79 billion) in its fiscal fourth quarter ended March 31, compared with analysts&#39; estimates of 237.24 billion yuan, according to data compiled by LSEG.</p><p>Alibaba has emerged as a leader in China&#39;s competitive AI race and the tech giant has consistently released new models throughout the year. It launched Qwen 3 in April, an upgraded version of its flagship AI model that introduces new hybrid reasoning capabilities.</p><p>Alibaba&#39;s Cloud Intelligence Unit&#39;s revenue grew 18% to 30.13 billion yuan.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192153283","content_text":"Chinese e-commerce giant Alibaba reported quarterly revenue that missed Wall Street estimates on Thursday, as the company works on new strategies to keep consumers spending amid persistent economic weakness and global trade uncertainties.U.S.-listed shares of the company fell more than 5% in premarket trading. They have risen about 58% so far this year.Chinese shoppers, grappling with a prolonged property crisis and a cloudy economic outlook, have increasingly become cost-conscious, prompting deep discounts and rock-bottom prices to stimulate spending.That has sparked a price battle among China's largest online e-commerce platforms including Alibaba, Pinduoduo and JD.com, as they jostle for market share.Alibaba's rival JD.com on Tuesday beat first-quarter revenue estimates and said it was seeing strong user growth.For the March quarter, revenue from Alibaba's Taobao and Tmall Group segment, its Chinese e-commerce arm, was up nearly 9% from a year earlier, above market estimates. Alibaba's earnings statement attributed the growth to strong momentum in new consumer growth and a continuing increase in orders.Chinese e-commerce giants have been aggressively expanding into instant retail, focusing on delivery speeds of 30 to 60 minutes, in their battle for market share.Both JD.com and Alibaba's platforms have offered users incentives including coupons to try their expanded instant retail and food delivery offerings.Investors are now shifting focus to the \"618\" festival, one of the biggest annual shopping events in China, which culminates on June 18. Retailers have already started pre-sales.Alibaba reported revenue of 236.45 billion yuan ($32.79 billion) in its fiscal fourth quarter ended March 31, compared with analysts' estimates of 237.24 billion yuan, according to data compiled by LSEG.Alibaba has emerged as a leader in China's competitive AI race and the tech giant has consistently released new models throughout the year. It launched Qwen 3 in April, an upgraded version of its flagship AI model that introduces new hybrid reasoning capabilities.Alibaba's Cloud Intelligence Unit's revenue grew 18% to 30.13 billion yuan.","news_type":1,"symbols_score_info":{"09988":1.1,"BABA":1.1}},"isVote":1,"tweetType":1,"viewCount":1851,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":435063902835456,"gmtCreate":1747235160457,"gmtModify":1747235164350,"author":{"id":"4088748055325860","authorId":"4088748055325860","name":"Kencom","avatar":"https://community-static.tradeup.com/news/bcaa9548fb78e0409a2827c590935dab","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4088748055325860","idStr":"4088748055325860"},"themes":[],"htmlText":"Stock price will rise again after the management reorganise its business strategy.","listText":"Stock price will rise again after the management reorganise its business strategy.","text":"Stock price will rise again after the management reorganise its business strategy.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/435063902835456","repostId":"2535078090","repostType":2,"repost":{"id":"2535078090","kind":"highlight","weMediaInfo":{"introduction":"The most recognized names in North America, Europe and Asia rely on MT Newswires to power their applications. Better news, better service, better price.","home_visible":1,"media_name":"MT Newswires Live","id":"1092851196","head_image":"https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e"},"pubTimestamp":1747231609,"share":"https://ttm.financial/m/news/2535078090?lang=en_US&edition=fundamental","pubTime":"2025-05-14 22:06","market":"hk","language":"en","title":"BofA Downgrades UnitedHealth Group to Neutral From Buy on Suspended 2025 Guidance, Cuts PT to $350 From $560","url":"https://stock-news.laohu8.com/highlight/detail?id=2535078090","media":"MT Newswires Live","summary":"UnitedHealth Group (UNH) has an average rating of overweight and mean price target of $450.68, according to analysts polled by FactSet.(MT Newswires covers equity, commodity and economic research from","content":"<html><body><p> UnitedHealth Group (UNH) has an average rating of overweight and mean price target of $450.68, according to analysts polled by FactSet.</p><p>(MT Newswires covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www.mtnewswires.com/contact-us)</p><p>Price: 319.91, Change: +8.53, Percent Change: +2.74</p></body></html>","source":"mtnewswires_news","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>BofA Downgrades UnitedHealth Group to Neutral From Buy on Suspended 2025 Guidance, Cuts PT to $350 From $560</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBofA Downgrades UnitedHealth Group to Neutral From Buy on Suspended 2025 Guidance, Cuts PT to $350 From $560\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092851196\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">MT Newswires Live </p>\n<p class=\"h-time\">2025-05-14 22:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p> UnitedHealth Group (UNH) has an average rating of overweight and mean price target of $450.68, according to analysts polled by FactSet.</p><p>(MT Newswires covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www.mtnewswires.com/contact-us)</p><p>Price: 319.91, Change: +8.53, Percent Change: +2.74</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"UNH":"联合健康"},"source_url":"https://www.mtnewswires.com/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2535078090","content_text":"UnitedHealth Group (UNH) has an average rating of overweight and mean price target of $450.68, according to analysts polled by FactSet.(MT Newswires covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www.mtnewswires.com/contact-us)Price: 319.91, Change: +8.53, Percent Change: +2.74","news_type":1,"symbols_score_info":{"PT":1,"UNH":1}},"isVote":1,"tweetType":1,"viewCount":1662,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":434722199449936,"gmtCreate":1747124663951,"gmtModify":1747126277380,"author":{"id":"4088748055325860","authorId":"4088748055325860","name":"Kencom","avatar":"https://community-static.tradeup.com/news/bcaa9548fb78e0409a2827c590935dab","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4088748055325860","idStr":"4088748055325860"},"themes":[],"htmlText":"Niw, it is profit taking first&nbsp;before another plunge. The tariff deal is short live &amp; watch the June bond maturity which is imminent to shake the whole market.","listText":"Niw, it is profit taking first&nbsp;before another plunge. The tariff deal is short live &amp; watch the June bond maturity which is imminent to shake the whole market.","text":"Niw, it is profit taking first before another plunge. The tariff deal is short live & watch the June bond maturity which is imminent to shake the whole market.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/434722199449936","repostId":"2534276167","repostType":2,"repost":{"id":"2534276167","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1747122217,"share":"https://ttm.financial/m/news/2534276167?lang=en_US&edition=fundamental","pubTime":"2025-05-13 15:43","market":"hk","language":"en","title":"Alibaba Stock Soars on Monday. It’s Not Just the Tariffs Pause","url":"https://stock-news.laohu8.com/highlight/detail?id=2534276167","media":"Dow Jones","summary":"Alibaba stock soared along with other Chinese shares on Monday after the U.S. and China brokered a deal to slash tariffs on each other’s imports for the next 90 days. But there was more to Alibaba’s m","content":"<html><head></head><body><p style=\"text-align: start;\">Alibaba stock soared along with other Chinese shares on Monday after the U.S. and China brokered a deal to slash tariffs on each other’s imports for the next 90 days. But there was more to Alibaba’s move than simply the deal.</p><p style=\"text-align: start;\">Yes, Chinese stocks of all stripes were climbing on Monday following the announcement of a 90-day pause on most tariffs between the U.S. and China. American depositary receipts for the online retailer Alibaba Group jumped 58%. Rival e-commerce company JD.com was also up 6.5%, and ADRs for search-engine provider Baidu climbed 5.1%.</p><p>Shares of electric-vehicle makers also rose. XPeng ADRs gained 7.6%, while NIO climbed 5.8% and Li Auto added 6.6%.</p><p>The stocks were racking up gains after officials from Washington and Beijing said they had agreed a deal to cut tariffs for 90 days as trade negotiations continue. The U.S. will slash the rate of the reciprocal tariffs it has imposed on Chinese goods to 10% from 125%, and China will likewise reduce its retaliatory levy on U.S. imports to 10% from 125%.</p><p>Alibaba also held its Aliday event over the weekend ahead of its earnings release on May 15. At the event, Alibaba Group Chairman Joseph Tsai highlighted the importance of artificial intelligence, which would be the “key driver of company’s operation in the next three to five years,” according to Citi analyst Alicia Yap. “[Every] business of Alibaba will closely integrate with AI as the company believes with AI application, not only does it help optimizing search recommendation, it could also create and define new user entrances in different services”</p><p>Hong Kong’s Hang Seng Index closed 3% higher, meaning it has now clawed back all its losses since President Donald Trump announced his “Liberation Day” tariffs on April 2. The mainland CSI 300 gauge rose 1.2%, and the Shanghai Composite was up 0.8%.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba Stock Soars on Monday. It’s Not Just the Tariffs Pause</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba Stock Soars on Monday. It’s Not Just the Tariffs Pause\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-05-13 15:43</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">Alibaba stock soared along with other Chinese shares on Monday after the U.S. and China brokered a deal to slash tariffs on each other’s imports for the next 90 days. But there was more to Alibaba’s move than simply the deal.</p><p style=\"text-align: start;\">Yes, Chinese stocks of all stripes were climbing on Monday following the announcement of a 90-day pause on most tariffs between the U.S. and China. American depositary receipts for the online retailer Alibaba Group jumped 58%. Rival e-commerce company JD.com was also up 6.5%, and ADRs for search-engine provider Baidu climbed 5.1%.</p><p>Shares of electric-vehicle makers also rose. XPeng ADRs gained 7.6%, while NIO climbed 5.8% and Li Auto added 6.6%.</p><p>The stocks were racking up gains after officials from Washington and Beijing said they had agreed a deal to cut tariffs for 90 days as trade negotiations continue. The U.S. will slash the rate of the reciprocal tariffs it has imposed on Chinese goods to 10% from 125%, and China will likewise reduce its retaliatory levy on U.S. imports to 10% from 125%.</p><p>Alibaba also held its Aliday event over the weekend ahead of its earnings release on May 15. At the event, Alibaba Group Chairman Joseph Tsai highlighted the importance of artificial intelligence, which would be the “key driver of company’s operation in the next three to five years,” according to Citi analyst Alicia Yap. “[Every] business of Alibaba will closely integrate with AI as the company believes with AI application, not only does it help optimizing search recommendation, it could also create and define new user entrances in different services”</p><p>Hong Kong’s Hang Seng Index closed 3% higher, meaning it has now clawed back all its losses since President Donald Trump announced his “Liberation Day” tariffs on April 2. The mainland CSI 300 gauge rose 1.2%, and the Shanghai Composite was up 0.8%.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0231483743.USD":"abrdn SICAV I - ALL CHINA SUSTAINABLE EQUITY \"A\" (USD) ACC","LU1105468828.SGD":"Allianz Total Return Asian Equity AM DIS H2-SGD","SG9999001903.USD":"Aberdeen Standard Pacific Equity USD","LU0348825331.USD":"ALLIANZ CHINA EQUITY \"A\" (USD) INC","BK4554":"元宇宙及AR概念","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","LU0611395673.USD":"NINETY ONE GSF EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","LU1769817096.USD":"UBS (LUX) EQUITY SICAV - GLOBAL EMERG MARKETS OPPO \"P\" (USD) INC","LU2039709279.SGD":"MANULIFE GF DRAGON GROWTH \"AA\" (SGDHDG) INC","BABA":"阿里巴巴","LU2152927971.USD":"NORDEA 1 ASIAN STARS EQUITY \"BP\" (USD) ACC","LU0516422440.USD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"A\" (USD) ACC","BK4555":"新能源车","LU0831103253.SGD":"JPMorgan Funds - Asia Pacific Income A (mth) SGD","LU0651947912.USD":"BGF EMERGING MARKETS EQUITY INCOME \"A5G\" (USD) INC","LU1046421795.USD":"富达环球科技A-ACC","09988":"阿里巴巴-W","LU1880398471.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) ACC","IE00BZ08YR35.GBP":"GUINNESS BEST OF CHINA \"C\" (GBP) ACC","LU0608807433.USD":"TEMPLETON EMERGING MARKETS DYNAMIC INCOME \"A\" (USD) ACC","LU0531970944.HKD":"HSBC GIF BRIC EQUITY \"AC\" (HKD) ACC","LU0067412154.USD":"UBS (LUX) EQUITY FUND -  CHINA OPPORTUNITY \"P\" (USD) ACC","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","LU2242644610.SGD":"Fidelity China Innovation A-ACC-SGD","BK1501":"阿里概念股","LU1152091754.HKD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY (USD) \"PM\" (HKD) INC","LU0328353924.USD":"UBS (LUX) EQUITY SICAV - GLOBAL EMERGING MARKETS OPPORTUNITY (USD) \"P\" (USD) ACC","LU0228659784.USD":"施罗德金砖四国基金","LU0856984785.SGD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED GROWTH \"ACH\" (SGDHDG) ACC","LU0143863198.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"AU\" (USD) ACC","LU1328615791.USD":"FULLERTON LUX FUNDS - ALL CHINA EQUITIES \"I\" (USD) ACC","LU1251922891.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) ACC","BK1142":"互联网与直销零售","LU0608807946.USD":"TEMPLETON EMERGING MARKETS DYNAMIC INCOME \"A\" Q (USD) INC","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","LU0326950275.SGD":"Schroder ISF China Opportunities A Acc SGD-H","LU0634319403.HKD":"ALLIANZ HONG KONG EQUITY \"AT\" (HKD) ACC","SG9999001051.SGD":"United Asia Fund SGD"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2534276167","content_text":"Alibaba stock soared along with other Chinese shares on Monday after the U.S. and China brokered a deal to slash tariffs on each other’s imports for the next 90 days. But there was more to Alibaba’s move than simply the deal.Yes, Chinese stocks of all stripes were climbing on Monday following the announcement of a 90-day pause on most tariffs between the U.S. and China. American depositary receipts for the online retailer Alibaba Group jumped 58%. Rival e-commerce company JD.com was also up 6.5%, and ADRs for search-engine provider Baidu climbed 5.1%.Shares of electric-vehicle makers also rose. XPeng ADRs gained 7.6%, while NIO climbed 5.8% and Li Auto added 6.6%.The stocks were racking up gains after officials from Washington and Beijing said they had agreed a deal to cut tariffs for 90 days as trade negotiations continue. The U.S. will slash the rate of the reciprocal tariffs it has imposed on Chinese goods to 10% from 125%, and China will likewise reduce its retaliatory levy on U.S. imports to 10% from 125%.Alibaba also held its Aliday event over the weekend ahead of its earnings release on May 15. At the event, Alibaba Group Chairman Joseph Tsai highlighted the importance of artificial intelligence, which would be the “key driver of company’s operation in the next three to five years,” according to Citi analyst Alicia Yap. “[Every] business of Alibaba will closely integrate with AI as the company believes with AI application, not only does it help optimizing search recommendation, it could also create and define new user entrances in different services”Hong Kong’s Hang Seng Index closed 3% higher, meaning it has now clawed back all its losses since President Donald Trump announced his “Liberation Day” tariffs on April 2. The mainland CSI 300 gauge rose 1.2%, and the Shanghai Composite was up 0.8%.","news_type":1,"symbols_score_info":{"09988":1.1,"BABA":1.1}},"isVote":1,"tweetType":1,"viewCount":1519,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":434582988444296,"gmtCreate":1747090635023,"gmtModify":1747101337684,"author":{"id":"4088748055325860","authorId":"4088748055325860","name":"Kencom","avatar":"https://community-static.tradeup.com/news/bcaa9548fb78e0409a2827c590935dab","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4088748055325860","idStr":"4088748055325860"},"themes":[],"htmlText":"This is the short term (90 days) cut. China is aiming for zero tariff like what Japan is targeting at. End of the day, with presuures from those developed countries, US will have to come into concession to a lower tariff. The other pressing issue is the bond maturity in Jun 25, that is the moment where the world is watching how US is going to honour the repayment where the credibility is at the lowest points. Who will be buying the new issued bond.","listText":"This is the short term (90 days) cut. China is aiming for zero tariff like what Japan is targeting at. End of the day, with presuures from those developed countries, US will have to come into concession to a lower tariff. The other pressing issue is the bond maturity in Jun 25, that is the moment where the world is watching how US is going to honour the repayment where the credibility is at the lowest points. Who will be buying the new issued bond.","text":"This is the short term (90 days) cut. China is aiming for zero tariff like what Japan is targeting at. End of the day, with presuures from those developed countries, US will have to come into concession to a lower tariff. The other pressing issue is the bond maturity in Jun 25, that is the moment where the world is watching how US is going to honour the repayment where the credibility is at the lowest points. Who will be buying the new issued bond.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/434582988444296","repostId":"1135305693","repostType":2,"repost":{"id":"1135305693","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1747059912,"share":"https://ttm.financial/m/news/1135305693?lang=en_US&edition=fundamental","pubTime":"2025-05-12 22:25","market":"us","language":"en","title":"Here Are the Stocks That Will Benefit From US-China Tariff Cuts","url":"https://stock-news.laohu8.com/highlight/detail?id=1135305693","media":"Tiger Newspress","summary":"The week kicked off on a strong note following a significant breakthrough in U.S.-China trade relations. Both countries agreed to sharply reduce tariffs on each other’s goods for a 90-day trial period","content":"<html><head></head><body><p>The week kicked off on a strong note following a significant breakthrough in U.S.-China trade relations. Both countries agreed to sharply reduce tariffs on each other’s goods for a 90-day trial period, fueling optimism across global equity markets.</p><p style=\"text-align: left;\">Under the deal, the U.S. will cut tariffs on Chinese imports from 145% to 30%, while China will reduce tariffs on U.S. goods from 125% to 10%. The move aims to ease ongoing trade tensions and is expected to boost cross-border commerce, lower input costs, and alleviate supply chain pressures across key industries.</p><p style=\"text-align: left;\">This development has already sparked positive reactions in the market, particularly within the shipping, semiconductors, and logistics sectors.</p><p style=\"text-align: left;\">Here&#39;s a breakdown of the stocks most likely to benefit from these tariff reductions and their movement in the premarket session on Monday:</p><h3 id=\"id_3212720071\" style=\"text-align: left;\">Shipping &amp; Logistics</h3><p style=\"text-align: left;\">These companies are direct beneficiaries of increased trade volumes and smoother cross-border movement. The tariff reduction could facilitate faster and more cost-efficient shipping, boosting profits for global logistics firms.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/223348c4b8be84ee9a155abe28dc45f9\" title=\"\" tg-width=\"382\" tg-height=\"164\"/></p><h3 id=\"id_22834923\" style=\"text-align: left;\">Semiconductors</h3><p style=\"text-align: left;\">Relief from tariffs could ease supply chain disruptions and cut costs for chipmakers. Specifically, tariff relief on China-related components may help ease production bottlenecks, leading to improved production capacity and lower costs.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d4a747d54621dc3414ce3617588de2fe\" title=\"\" tg-width=\"386\" tg-height=\"479\"/></p><h3 id=\"id_1021996293\" style=\"text-align: left;\">Retailers</h3><p style=\"text-align: left;\">Lower import costs could boost gross margins and improve pricing power for major retailers relying on Chinese goods, making them well-positioned to benefit from the tariff reductions.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ddd1e76814eadbf08441c7cb4d6f25b8\" title=\"\" tg-width=\"379\" tg-height=\"165\"/></p><h3 id=\"id_1536273611\" style=\"text-align: left;\">Automotive &amp; Parts</h3><p style=\"text-align: left;\">Automakers stand to gain from lower input costs on metals and electronics. Tariff cuts on metals and electronics could reduce manufacturing costs, leading to improved profitability for major auto manufacturers.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/95af8de8d66618e3bebed9db2881430b\" title=\"\" tg-width=\"388\" tg-height=\"139\"/></p><h3 id=\"id_2721498505\" style=\"text-align: left;\">Industrial Equipment</h3><p style=\"text-align: left;\">Tariff relief on machinery parts could improve margins and output potential for companies that rely on imported components for industrial equipment manufacturing.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/824dbd9382b1b5c284f3e9262d89767c\" title=\"\" tg-width=\"386\" tg-height=\"115\"/></p><h3 id=\"id_3403195494\" style=\"text-align: left;\">Consumer Electronics</h3><p style=\"text-align: left;\">Supply chain savings could fuel better profitability, especially for companies with China-centric supply chains, such as Apple.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0ea6d8a2ecf7f5b01694171a05a4196b\" title=\"\" tg-width=\"381\" tg-height=\"73\"/></p><h3 id=\"id_3707350375\" style=\"text-align: left;\">Airlines</h3><p style=\"text-align: left;\">Tariff reductions could lower operating expenses, including aircraft components and maintenance materials. In addition, stronger global trade may increase demand for air freight.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a9d4f056124680f723956ee5c185c28e\" title=\"\" tg-width=\"388\" tg-height=\"214\"/></p><h3 id=\"id_1955869892\" style=\"text-align: left;\">U.S.-listed Chinese tech giants</h3><p style=\"text-align: left;\">These companies are directly impacted by trade relations between the two countries, and tariff reductions can ease pressures on their supply chains and market access.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/819d822f9d801a0236cca91818ae9a10\" tg-width=\"388\" tg-height=\"527\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Here Are the Stocks That Will Benefit From US-China Tariff Cuts</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHere Are the Stocks That Will Benefit From US-China Tariff Cuts\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2025-05-12 22:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The week kicked off on a strong note following a significant breakthrough in U.S.-China trade relations. Both countries agreed to sharply reduce tariffs on each other’s goods for a 90-day trial period, fueling optimism across global equity markets.</p><p style=\"text-align: left;\">Under the deal, the U.S. will cut tariffs on Chinese imports from 145% to 30%, while China will reduce tariffs on U.S. goods from 125% to 10%. The move aims to ease ongoing trade tensions and is expected to boost cross-border commerce, lower input costs, and alleviate supply chain pressures across key industries.</p><p style=\"text-align: left;\">This development has already sparked positive reactions in the market, particularly within the shipping, semiconductors, and logistics sectors.</p><p style=\"text-align: left;\">Here&#39;s a breakdown of the stocks most likely to benefit from these tariff reductions and their movement in the premarket session on Monday:</p><h3 id=\"id_3212720071\" style=\"text-align: left;\">Shipping &amp; Logistics</h3><p style=\"text-align: left;\">These companies are direct beneficiaries of increased trade volumes and smoother cross-border movement. The tariff reduction could facilitate faster and more cost-efficient shipping, boosting profits for global logistics firms.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/223348c4b8be84ee9a155abe28dc45f9\" title=\"\" tg-width=\"382\" tg-height=\"164\"/></p><h3 id=\"id_22834923\" style=\"text-align: left;\">Semiconductors</h3><p style=\"text-align: left;\">Relief from tariffs could ease supply chain disruptions and cut costs for chipmakers. Specifically, tariff relief on China-related components may help ease production bottlenecks, leading to improved production capacity and lower costs.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d4a747d54621dc3414ce3617588de2fe\" title=\"\" tg-width=\"386\" tg-height=\"479\"/></p><h3 id=\"id_1021996293\" style=\"text-align: left;\">Retailers</h3><p style=\"text-align: left;\">Lower import costs could boost gross margins and improve pricing power for major retailers relying on Chinese goods, making them well-positioned to benefit from the tariff reductions.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ddd1e76814eadbf08441c7cb4d6f25b8\" title=\"\" tg-width=\"379\" tg-height=\"165\"/></p><h3 id=\"id_1536273611\" style=\"text-align: left;\">Automotive &amp; Parts</h3><p style=\"text-align: left;\">Automakers stand to gain from lower input costs on metals and electronics. Tariff cuts on metals and electronics could reduce manufacturing costs, leading to improved profitability for major auto manufacturers.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/95af8de8d66618e3bebed9db2881430b\" title=\"\" tg-width=\"388\" tg-height=\"139\"/></p><h3 id=\"id_2721498505\" style=\"text-align: left;\">Industrial Equipment</h3><p style=\"text-align: left;\">Tariff relief on machinery parts could improve margins and output potential for companies that rely on imported components for industrial equipment manufacturing.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/824dbd9382b1b5c284f3e9262d89767c\" title=\"\" tg-width=\"386\" tg-height=\"115\"/></p><h3 id=\"id_3403195494\" style=\"text-align: left;\">Consumer Electronics</h3><p style=\"text-align: left;\">Supply chain savings could fuel better profitability, especially for companies with China-centric supply chains, such as Apple.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0ea6d8a2ecf7f5b01694171a05a4196b\" title=\"\" tg-width=\"381\" tg-height=\"73\"/></p><h3 id=\"id_3707350375\" style=\"text-align: left;\">Airlines</h3><p style=\"text-align: left;\">Tariff reductions could lower operating expenses, including aircraft components and maintenance materials. In addition, stronger global trade may increase demand for air freight.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a9d4f056124680f723956ee5c185c28e\" title=\"\" tg-width=\"388\" tg-height=\"214\"/></p><h3 id=\"id_1955869892\" style=\"text-align: left;\">U.S.-listed Chinese tech giants</h3><p style=\"text-align: left;\">These companies are directly impacted by trade relations between the two countries, and tariff reductions can ease pressures on their supply chains and market access.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/819d822f9d801a0236cca91818ae9a10\" tg-width=\"388\" tg-height=\"527\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BEKE":"贝壳","ASML":"阿斯麦","NIO":"蔚来","NTES":"网易","STM":"意法半导体","DAL":"达美航空","VIPS":"唯品会","AMD":"美国超微公司","RLX":"雾芯科技","ON":"安森美半导体","MCHP":"微芯科技","PDD":"拼多多","INTC":"英特尔","JD":"京东","BA":"波音","ALK":"阿拉斯加航空集团有限公司","XPEV":"小鹏汽车","GFS":"GLOBALFOUNDRIES Inc.","AAL":"美国航空","ARM":"ARM Holdings","SMCI":"超微电脑","JBLU":"捷蓝航空","IQ":"爱奇艺","BABA":"阿里巴巴","LUV":"西南航空","WB":"微博","NXPI":"恩智浦","BILI":"哔哩哔哩","LI":"理想汽车","TME":"腾讯音乐","AVGO":"博通","BIDU":"百度","TXN":"德州仪器","QCOM":"高通","UMC":"联电","MU":"美光科技","UAL":"联合大陆航空","GOTU":"高途","NVDA":"英伟达","TSM":"台积电","MRVL":"迈威尔科技","AMAT":"应用材料","SAVE":"Spirit Airlines","SOX":"费城半导体指数","EDU":"新东方","TCOM":"携程网","UCTT":"超科林半导体"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135305693","content_text":"The week kicked off on a strong note following a significant breakthrough in U.S.-China trade relations. Both countries agreed to sharply reduce tariffs on each other’s goods for a 90-day trial period, fueling optimism across global equity markets.Under the deal, the U.S. will cut tariffs on Chinese imports from 145% to 30%, while China will reduce tariffs on U.S. goods from 125% to 10%. The move aims to ease ongoing trade tensions and is expected to boost cross-border commerce, lower input costs, and alleviate supply chain pressures across key industries.This development has already sparked positive reactions in the market, particularly within the shipping, semiconductors, and logistics sectors.Here's a breakdown of the stocks most likely to benefit from these tariff reductions and their movement in the premarket session on Monday:Shipping & LogisticsThese companies are direct beneficiaries of increased trade volumes and smoother cross-border movement. The tariff reduction could facilitate faster and more cost-efficient shipping, boosting profits for global logistics firms.SemiconductorsRelief from tariffs could ease supply chain disruptions and cut costs for chipmakers. Specifically, tariff relief on China-related components may help ease production bottlenecks, leading to improved production capacity and lower costs.RetailersLower import costs could boost gross margins and improve pricing power for major retailers relying on Chinese goods, making them well-positioned to benefit from the tariff reductions.Automotive & PartsAutomakers stand to gain from lower input costs on metals and electronics. Tariff cuts on metals and electronics could reduce manufacturing costs, leading to improved profitability for major auto manufacturers.Industrial EquipmentTariff relief on machinery parts could improve margins and output potential for companies that rely on imported components for industrial equipment manufacturing.Consumer ElectronicsSupply chain savings could fuel better profitability, especially for companies with China-centric supply chains, such as Apple.AirlinesTariff reductions could lower operating expenses, including aircraft components and maintenance materials. In addition, stronger global trade may increase demand for air freight.U.S.-listed Chinese tech giantsThese companies are directly impacted by trade relations between the two countries, and tariff reductions can ease pressures on their supply chains and market access.","news_type":1,"symbols_score_info":{"MRVL":1.1,"INTC":1.1,"DAL":1.1,"SAVE":1.1,"TCOM":1.1,"AMAT":1.1,"ARM":1.1,"RLX":1.1,"SOX":1.1,"QCOM":1.1,"BEKE":1.1,"UAL":1.1,"BABA":1.1,"NTES":1.1,"JD":1.1,"EDU":1.1,"AVGO":1.1,"NXPI":1.1,"YY":1.1,"MCHP":1.1,"JBLU":1.1,"BILI":1.1,"LUV":1.1,"LI":1.1,"ASML":1.1,"GOTU":1.1,"UMC":1.1,"WB":1.1,"BA":1.1,"TME":1.1,"XPEV":1.1,"UCTT":1.1,"AMD":1.1,"PDD":1.1,"SMCI":1.1,"BIDU":1.1,"ALK":1.1,"MU":1.1,"VIPS":1.1,"GFS":1.1,"STM":1.1,"NVDA":1.1,"NIO":1.1,"TSM":1.1,"TXN":1.1,"ON":1.1,"AAL":1.1,"IQ":1.1}},"isVote":1,"tweetType":1,"viewCount":1298,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9990994413,"gmtCreate":1660269373534,"gmtModify":1676533348805,"author":{"id":"4088748055325860","authorId":"4088748055325860","name":"Kencom","avatar":"https://community-static.tradeup.com/news/bcaa9548fb78e0409a2827c590935dab","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4088748055325860","authorIdStr":"4088748055325860"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/S51.SI\">$SEMBCORP MARINE LTD(S51.SI)$</a>what happen this morning with a 4.2% drop for this share. Can anyone advise.","listText":"<a href=\"https://ttm.financial/S/S51.SI\">$SEMBCORP MARINE LTD(S51.SI)$</a>what happen this morning with a 4.2% drop for this share. Can anyone advise.","text":"$SEMBCORP MARINE LTD(S51.SI)$what happen this morning with a 4.2% drop for this share. Can anyone advise.","images":[{"img":"https://community-static.tradeup.com/news/8a91dd87dc86a0cdb6ff52581d04e3f7","width":"1080","height":"1839"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":106,"commentSize":0,"repostSize":2,"link":"https://ttm.financial/post/9990994413","isVote":1,"tweetType":1,"viewCount":6039,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3574807085266651","authorId":"3574807085266651","name":"NotAI","avatar":"https://static.tigerbbs.com/400e5804d2eec8bcf5528731a9518374","crmLevel":13,"crmLevelSwitch":0,"idStr":"3574807085266651","authorIdStr":"3574807085266651"},"content":"Half year results just came out. The result was actually quite good, EBITDA almost breakeven, cashflow positive with $300m more cash on the book,order book also increased by $1,5B; but expectation were to high, many people are speculating on super good results (like even making profit like Keppel O&M) and make quick money, those short term speculators are selling now","text":"Half year results just came out. The result was actually quite good, EBITDA almost breakeven, cashflow positive with $300m more cash on the book,order book also increased by $1,5B; but expectation were to high, many people are speculating on super good results (like even making profit like Keppel O&M) and make quick money, those short term speculators are selling now","html":"Half year results just came out. The result was actually quite good, EBITDA almost breakeven, cashflow positive with $300m more cash on the book,order book also increased by $1,5B; but expectation were to high, many people are speculating on super good results (like even making profit like Keppel O&M) and make quick money, those short term speculators are selling now"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":459579508924824,"gmtCreate":1753238731317,"gmtModify":1753238802055,"author":{"id":"4088748055325860","authorId":"4088748055325860","name":"Kencom","avatar":"https://community-static.tradeup.com/news/bcaa9548fb78e0409a2827c590935dab","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4088748055325860","authorIdStr":"4088748055325860"},"themes":[],"title":"Is GCL Tech (03800) a speculative stock  rising from the low of 0.67 to the high of 1.42. What has make such a big surge and is it justifiable.","htmlText":"Find out more here:<a href=\"https://tigr.link/s/50BltGP\">Is GCL Tech (03800) a speculative stock rising from the low of 0.67 to the high of 1.42. What has make such a big surge and is it justifiable.</a> ConclusionGCL Tech's (03800.HK) recent surge from its 52-week low of HKD 0.67 to HKD 1.42 reflects a mix of speculative momentum and fundamental catalysts, though financial metrics raise questions about sustainability.","listText":"Find out more here:<a href=\"https://tigr.link/s/50BltGP\">Is GCL Tech (03800) a speculative stock rising from the low of 0.67 to the high of 1.42. What has make such a big surge and is it justifiable.</a> ConclusionGCL Tech's (03800.HK) recent surge from its 52-week low of HKD 0.67 to HKD 1.42 reflects a mix of speculative momentum and fundamental catalysts, though financial metrics raise questions about sustainability.","text":"Find out more here:Is GCL Tech (03800) a speculative stock rising from the low of 0.67 to the high of 1.42. What has make such a big surge and is it justifiable. ConclusionGCL Tech's (03800.HK) recent surge from its 52-week low of HKD 0.67 to HKD 1.42 reflects a mix of speculative momentum and fundamental catalysts, though financial metrics raise questions about sustainability.","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":5,"commentSize":3,"repostSize":1,"link":"https://ttm.financial/post/459579508924824","isVote":1,"tweetType":1,"viewCount":2852,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4088748055325860","authorId":"4088748055325860","name":"Kencom","avatar":"https://community-static.tradeup.com/news/bcaa9548fb78e0409a2827c590935dab","crmLevel":12,"crmLevelSwitch":1,"idStr":"4088748055325860","authorIdStr":"4088748055325860"},"content":"Does the stock sustainability posed an issue. ?","text":"Does the stock sustainability posed an issue. ?","html":"Does the stock sustainability posed an issue. ?"},{"author":{"id":"4218876327786742","authorId":"4218876327786742","name":"Ava Watson","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"4218876327786742","authorIdStr":"4218876327786742"},"content":"GCL Global Holdings (GCL) shows high volatility but potential upside amid strategic expansion moves.","text":"GCL Global Holdings (GCL) shows high volatility but potential upside amid strategic expansion moves.","html":"GCL Global Holdings (GCL) shows high volatility but potential upside amid strategic expansion moves."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9026865991,"gmtCreate":1653355678013,"gmtModify":1676535266839,"author":{"id":"4088748055325860","authorId":"4088748055325860","name":"Kencom","avatar":"https://community-static.tradeup.com/news/bcaa9548fb78e0409a2827c590935dab","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4088748055325860","authorIdStr":"4088748055325860"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/S51.SI\">$SEMBCORP MARINE LTD(S51.SI)$</a>worth a consideration for long haul as ship repair will be on an up tick.","listText":"<a href=\"https://ttm.financial/S/S51.SI\">$SEMBCORP MARINE LTD(S51.SI)$</a>worth a consideration for long haul as ship repair will be on an up tick.","text":"$SEMBCORP MARINE LTD(S51.SI)$worth a consideration for long haul as ship repair will be on an up tick.","images":[{"img":"https://community-static.tradeup.com/news/9a5946561a5afeab0da4b99d07c1e4dd","width":"1080","height":"2402"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":26,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9026865991","isVote":1,"tweetType":1,"viewCount":1288,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":218643474260096,"gmtCreate":1694414695484,"gmtModify":1694414697873,"author":{"id":"4088748055325860","authorId":"4088748055325860","name":"Kencom","avatar":"https://community-static.tradeup.com/news/bcaa9548fb78e0409a2827c590935dab","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4088748055325860","authorIdStr":"4088748055325860"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/02195\">$UNITY ENT(02195)$ &nbsp;</a>disposing shares!","listText":"<a href=\"https://ttm.financial/S/02195\">$UNITY ENT(02195)$ &nbsp;</a>disposing shares!","text":"$UNITY ENT(02195)$ disposing shares!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":1,"link":"https://ttm.financial/post/218643474260096","isVote":1,"tweetType":1,"viewCount":2405,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4089020605439860","authorId":"4089020605439860","name":"OHG66","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"idStr":"4089020605439860","authorIdStr":"4089020605439860"},"content":"Don't seem to be waterfall. Small retailers doing hit & run.","text":"Don't seem to be waterfall. Small retailers doing hit & run.","html":"Don't seem to be waterfall. Small retailers doing hit & run."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9025973922,"gmtCreate":1653615017566,"gmtModify":1676535315047,"author":{"id":"4088748055325860","authorId":"4088748055325860","name":"Kencom","avatar":"https://community-static.tradeup.com/news/bcaa9548fb78e0409a2827c590935dab","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4088748055325860","authorIdStr":"4088748055325860"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/S51.SI\">$SEMBCORP MARINE LTD(S51.SI)$</a>Don't panic&nbsp; it is just profit taking after a few days surge. This stock is a great potential at $5+ high. It will make a comeback.&nbsp;","listText":"<a href=\"https://ttm.financial/S/S51.SI\">$SEMBCORP MARINE LTD(S51.SI)$</a>Don't panic&nbsp; it is just profit taking after a few days surge. This stock is a great potential at $5+ high. It will make a comeback.&nbsp;","text":"$SEMBCORP MARINE LTD(S51.SI)$Don't panic it is just profit taking after a few days surge. This stock is a great potential at $5+ high. It will make a comeback.","images":[{"img":"https://community-static.tradeup.com/news/de4c760905a0c8ea6b27085ae7417e47","width":"1080","height":"2402"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":11,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9025973922","isVote":1,"tweetType":1,"viewCount":884,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4103449635847630","authorId":"4103449635847630","name":"Chilli Padi","avatar":"https://community-static.tradeup.com/news/506e0f8972cf66e2ce193c479e4bcb64","crmLevel":12,"crmLevelSwitch":1,"idStr":"4103449635847630","authorIdStr":"4103449635847630"},"content":"Sembmarine used to be $5","text":"Sembmarine used to be $5","html":"Sembmarine used to be $5"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":227025405210712,"gmtCreate":1696502494226,"gmtModify":1696502497353,"author":{"id":"4088748055325860","authorId":"4088748055325860","name":"Kencom","avatar":"https://community-static.tradeup.com/news/bcaa9548fb78e0409a2827c590935dab","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4088748055325860","authorIdStr":"4088748055325860"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/S51.SI\">$Seatrium(S51.SI)$&nbsp;</a><v-v data-views=\"0\"></v-v>What is happening to this stock. High sell off.","listText":"<a href=\"https://ttm.financial/S/S51.SI\">$Seatrium(S51.SI)$&nbsp;</a><v-v data-views=\"0\"></v-v>What is happening to this stock. High sell off.","text":"$Seatrium(S51.SI)$ What is happening to this stock. High sell off.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/227025405210712","isVote":1,"tweetType":1,"viewCount":1617,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3578091555231876","authorId":"3578091555231876","name":"StreetCat","avatar":"https://community-static.tradeup.com/news/10240289f5373e15472b574f0d2f37a8","crmLevel":11,"crmLevelSwitch":1,"idStr":"3578091555231876","authorIdStr":"3578091555231876"},"content":"Same here feels like they are trying to raise cash for operational costs so next year will be a good one for them. Not financial advice and can't find any news as well 🙏","text":"Same here feels like they are trying to raise cash for operational costs so next year will be a good one for them. Not financial advice and can't find any news as well 🙏","html":"Same here feels like they are trying to raise cash for operational costs so next year will be a good one for them. Not financial advice and can't find any news as well 🙏"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":223931721723936,"gmtCreate":1695708396742,"gmtModify":1695708400007,"author":{"id":"4088748055325860","authorId":"4088748055325860","name":"Kencom","avatar":"https://community-static.tradeup.com/news/bcaa9548fb78e0409a2827c590935dab","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4088748055325860","authorIdStr":"4088748055325860"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/02195\">$UNITY ENT(02195)$ &nbsp;</a>buy low","listText":"<a href=\"https://ttm.financial/S/02195\">$UNITY ENT(02195)$ &nbsp;</a>buy low","text":"$UNITY ENT(02195)$ buy low","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/223931721723936","isVote":1,"tweetType":1,"viewCount":2065,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":214330476916784,"gmtCreate":1693366412388,"gmtModify":1693366417116,"author":{"id":"4088748055325860","authorId":"4088748055325860","name":"Kencom","avatar":"https://community-static.tradeup.com/news/bcaa9548fb78e0409a2827c590935dab","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4088748055325860","authorIdStr":"4088748055325860"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/02195\">$UNITY ENT(02195)$ &nbsp;</a>bullish due to acquisition of another artificial intelligence company.&nbsp;","listText":"<a href=\"https://ttm.financial/S/02195\">$UNITY ENT(02195)$ &nbsp;</a>bullish due to acquisition of another artificial intelligence company.&nbsp;","text":"$UNITY ENT(02195)$ bullish due to acquisition of another artificial intelligence company.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/214330476916784","isVote":1,"tweetType":1,"viewCount":1355,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":212683598385288,"gmtCreate":1692964546606,"gmtModify":1692967964316,"author":{"id":"4088748055325860","authorId":"4088748055325860","name":"Kencom","avatar":"https://community-static.tradeup.com/news/bcaa9548fb78e0409a2827c590935dab","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4088748055325860","authorIdStr":"4088748055325860"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/06918\">$KIDZTECH(06918)$ &nbsp;</a>Power booster","listText":"<a href=\"https://ttm.financial/S/06918\">$KIDZTECH(06918)$ &nbsp;</a>Power booster","text":"$KIDZTECH(06918)$ Power booster","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/212683598385288","isVote":1,"tweetType":1,"viewCount":1633,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":248757093298272,"gmtCreate":1701769633540,"gmtModify":1701769637756,"author":{"id":"4088748055325860","authorId":"4088748055325860","name":"Kencom","avatar":"https://community-static.tradeup.com/news/bcaa9548fb78e0409a2827c590935dab","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4088748055325860","authorIdStr":"4088748055325860"},"themes":[],"htmlText":"Have confidence with the Bilibili&nbsp;","listText":"Have confidence with the Bilibili&nbsp;","text":"Have confidence with the Bilibili","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/248757093298272","repostId":"2387604054","repostType":2,"repost":{"id":"2387604054","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1701310831,"share":"https://ttm.financial/m/news/2387604054?lang=en_US&edition=fundamental","pubTime":"2023-11-30 10:20","market":"hk","language":"en","title":"BUZZ-Bilibili's HK shares hit 12-month low on FY23 revenue outlook","url":"https://stock-news.laohu8.com/highlight/detail?id=2387604054","media":"Reuters","summary":"** Hong Kong-listed shares of Bilibili Inc    drop 12.8% to HK$88.10, their lowest since Nov 10, 2022    ** Stock set for a third straight session of losses, if current trend holds   ** Stock marks biggest intraday pct drop since Oct 24, 2022    ** Bilibili stock is biggest pct loser in Hang Seng Tech Index    index, which tracks information technology firms , and in Hang Seng Composite Index      ** U.S.-listed shares of Bilibili    down 11.1% on Wednesday    ** The Chinese mobile gaming group sees FY23 revenue at the lower-end of its forecast of 22.5 bln yuan  to 23.5 bln yuan  range amid weak mobile game revenues   ** Revenues from mobile games declined 33% YoY to 991.8 mln yuan on lower-than-expected revenue from certain new games in Q3   ** Nomura downgrades Bilibili's U.S. shares to \"neutral\" from \"hold\" and cuts target price to $13 from $18    ** Citi says 3Q23 total revenue in line while earnings miss    ** Jefferies maintains \"buy\", citing co sees net revenue at low-end of its","content":"<html><body><p>** Hong Kong-listed shares of Bilibili Inc    drop 12.8% to HK$88.10, their lowest since Nov 10, 2022 </p><p>   ** Stock set for a third straight session of losses, if current trend holds</p><p>   ** Stock marks biggest intraday pct drop since Oct 24, 2022 </p><p>   ** Bilibili stock is biggest pct loser in Hang Seng Tech Index    index, which tracks information technology firms</p><p> , and in Hang Seng Composite Index   </p><p>   ** U.S.-listed shares of Bilibili    down 11.1% on Wednesday </p><p>   ** The Chinese mobile gaming group sees FY23 revenue at the lower-end of its forecast of 22.5 bln yuan ($3.16 bln) to 23.5 bln yuan ($3.30 bln) range amid weak mobile game revenues</p><p>   ** Revenues from mobile games declined 33% YoY to 991.8 mln yuan on lower-than-expected revenue from certain new games in Q3</p><p>   ** Nomura downgrades Bilibili's U.S. shares to \"neutral\" from \"hold\" and cuts target price to $13 from $18 </p><p>   ** Citi says 3Q23 total revenue in line while earnings miss </p><p>   ** Jefferies maintains \"buy\", citing co sees net revenue at low-end of its forecast - in line with expectations </p><p>   ** Hang Seng Tech Index    falls 1.1%, Hang Seng Composite Index    down 0.5%</p><p>   ** Hong Kong-listed stock down 52.4% YTD </p><p>  ($1 = 7.1351 Chinese yuan)</p><p> (Reporting by Donny Kwok)</p><p>((donny.kwok@thomsonreuters.com))</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>BUZZ-Bilibili's HK shares hit 12-month low on FY23 revenue outlook</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBUZZ-Bilibili's HK shares hit 12-month low on FY23 revenue outlook\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2023-11-30 10:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>** Hong Kong-listed shares of Bilibili Inc    drop 12.8% to HK$88.10, their lowest since Nov 10, 2022 </p><p>   ** Stock set for a third straight session of losses, if current trend holds</p><p>   ** Stock marks biggest intraday pct drop since Oct 24, 2022 </p><p>   ** Bilibili stock is biggest pct loser in Hang Seng Tech Index    index, which tracks information technology firms</p><p> , and in Hang Seng Composite Index   </p><p>   ** U.S.-listed shares of Bilibili    down 11.1% on Wednesday </p><p>   ** The Chinese mobile gaming group sees FY23 revenue at the lower-end of its forecast of 22.5 bln yuan ($3.16 bln) to 23.5 bln yuan ($3.30 bln) range amid weak mobile game revenues</p><p>   ** Revenues from mobile games declined 33% YoY to 991.8 mln yuan on lower-than-expected revenue from certain new games in Q3</p><p>   ** Nomura downgrades Bilibili's U.S. shares to \"neutral\" from \"hold\" and cuts target price to $13 from $18 </p><p>   ** Citi says 3Q23 total revenue in line while earnings miss </p><p>   ** Jefferies maintains \"buy\", citing co sees net revenue at low-end of its forecast - in line with expectations </p><p>   ** Hang Seng Tech Index    falls 1.1%, Hang Seng Composite Index    down 0.5%</p><p>   ** Hong Kong-listed stock down 52.4% YTD </p><p>  ($1 = 7.1351 Chinese yuan)</p><p> (Reporting by Donny Kwok)</p><p>((donny.kwok@thomsonreuters.com))</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BILI":"哔哩哔哩","09626":"哔哩哔哩-W"},"source_url":"https://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2387604054","content_text":"** Hong Kong-listed shares of Bilibili Inc    drop 12.8% to HK$88.10, their lowest since Nov 10, 2022    ** Stock set for a third straight session of losses, if current trend holds   ** Stock marks biggest intraday pct drop since Oct 24, 2022    ** Bilibili stock is biggest pct loser in Hang Seng Tech Index    index, which tracks information technology firms , and in Hang Seng Composite Index      ** U.S.-listed shares of Bilibili    down 11.1% on Wednesday    ** The Chinese mobile gaming group sees FY23 revenue at the lower-end of its forecast of 22.5 bln yuan ($3.16 bln) to 23.5 bln yuan ($3.30 bln) range amid weak mobile game revenues   ** Revenues from mobile games declined 33% YoY to 991.8 mln yuan on lower-than-expected revenue from certain new games in Q3   ** Nomura downgrades Bilibili's U.S. shares to \"neutral\" from \"hold\" and cuts target price to $13 from $18    ** Citi says 3Q23 total revenue in line while earnings miss    ** Jefferies maintains \"buy\", citing co sees net revenue at low-end of its forecast - in line with expectations    ** Hang Seng Tech Index    falls 1.1%, Hang Seng Composite Index    down 0.5%   ** Hong Kong-listed stock down 52.4% YTD   ($1 = 7.1351 Chinese yuan) (Reporting by Donny Kwok)((donny.kwok@thomsonreuters.com))","news_type":1,"symbols_score_info":{"BILI":0.9,"09626":0.9}},"isVote":1,"tweetType":1,"viewCount":1374,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}