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LittleGuiLin
LittleGuiLin
·
2021-06-04
Why smoking is still a thing
E-cigarette giant Shui Ni! Smoore International plunged nearly 11% in the short term.
6月4日，港股电子烟巨头思摩尔国际午后短线跳水，现跌近11%。此前国家卫健委和世卫组织驻华代表处共同发布《中国吸烟危害健康报告2020》（下称《报告》）称，“有充分证据表明电子烟是不安全的，会对健康产
E-cigarette giant Shui Ni! Smoore International plunged nearly 11% in the short term.
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LittleGuiLin
LittleGuiLin
·
2021-06-03
$Opera(OPRA)$
Come back please
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LittleGuiLin
LittleGuiLin
·
2021-06-03
Don’t think Musk attention is on Tesla now. Hence it sinks. Like other meme
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LittleGuiLin
LittleGuiLin
·
2021-06-03
Institute always win.
Behind AMC's 3000% year-to-date surge: A rare CEO and a rare deal.
Reddit散户无视AMC Entertainment Holdings Inc．财务困境和被严重做空的状况大举买入，推动其股价今年以来上涨了3000%左右。这家连锁院线公司也在趁机迎合这种“网红股”
Behind AMC's 3000% year-to-date surge: A rare CEO and a rare deal.
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LittleGuiLin
LittleGuiLin
·
2021-06-02
Meanwhile, just 1 month ago everyone was talking as if oil and other fossil energy is already the past.
Resource stocks are on a roll! International oil prices have returned to $70, and global market supply is in short supply?
产油国预计市场或面临供应短缺问题，加上美国夏季驾驶季带来的燃料需求增加，国际油价在6月首个交易日“起飞”。 布伦特原油价格重新回到每桶70美元关口上方，为3月以来最高。 原油市场或面临供应短缺 5月
Resource stocks are on a roll! International oil prices have returned to $70, and global market supply is in short supply?
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LittleGuiLin
LittleGuiLin
·
2021-06-02
Didn’t US just sold several billion dollars of confiscated Iranian oil?
How will rising crude oil prices affect inflation and global manufacturers?
原油价格周二触及每桶70美元上方，此前欧佩克及其盟友（OPEC+）预测需求将上升并提高产量。全球经济持续复苏，并推高了一系列大宗商品的价格。 具体来看，周二美油7月合约收涨2.52%，报67.99美元
How will rising crude oil prices affect inflation and global manufacturers?
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LittleGuiLin
LittleGuiLin
·
2021-06-02
Yet, Taiwan still suffers electricity frequent blackout and water shortages. Both are very troubling for TSMC production.
TSMC's 4-nanometer process technology will begin trial production ahead of schedule in the third quarter.
6月2日，据台湾经济日报，台积电4纳米制程技术开发进度顺利，预计2021年第三季度开始试产，较先前规划提早一个季度。3纳米制程则将依计划于2022年下半年量产。台积电表示，3纳米制程技术将成为全球最先
TSMC's 4-nanometer process technology will begin trial production ahead of schedule in the third quarter.
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LittleGuiLin
LittleGuiLin
·
2021-06-01
$Opera(OPRA)$
still waiting for comeback
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LittleGuiLin
LittleGuiLin
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2021-06-01
Best strategy: ask people for 3rd child.
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LittleGuiLin
LittleGuiLin
·
2021-05-31
HSBC needs to replace its all British management team and drop the arrogance
HSBC "tail break"
1、「撤退」 最近，汇丰控股（下简称「汇丰」）宣布退出美国零售市场，同时将重点关注财富管理和国际银行业务，目前正等待监管机构批准。 汇丰将采取的具体措施包括，停止为美国个人客户、高级客户及部分卓越理财
HSBC "tail break"
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smoking is still a thing","listText":"Why smoking is still a thing","text":"Why smoking is still a thing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/116839354","repostId":"1101429554","repostType":4,"repost":{"id":"1101429554","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1622785872,"share":"https://ttm.financial/m/news/1101429554?lang=en_US&edition=fundamental","pubTime":"2021-06-04 13:51","market":"other","language":"zh","title":"E-cigarette giant Shui Ni! Smoore International plunged nearly 11% in the short term.","url":"https://stock-news.laohu8.com/highlight/detail?id=1101429554","media":"老虎资讯综合","summary":"6月4日，港股电子烟巨头思摩尔国际午后短线跳水，现跌近11%。此前国家卫健委和世卫组织驻华代表处共同发布《中国吸烟危害健康报告2020》（下称《报告》）称，“有充分证据表明电子烟是不安全的，会对健康产","content":"<p>On June 4, Hong Kong-listed e-cigarette giants<a href=\"https://laohu8.com/S/06969\">Smoore International</a>The stock price plummeted in the afternoon and is currently down nearly 11%.</p><p><img src=\"https://static.tigerbbs.com/2cb399b33f3816c05fda671e717e8918\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>Previously, the National Health Commission and the WHO Representative Office in China jointly released the \"Report on the Health Hazards of Smoking in China 2020\" (hereinafter referred to as the \"Report\"), stating that \"there is sufficient evidence that e-cigarettes are unsafe and can harm health.\"</p><p>As China's first e-cigarette listed company, Smoore International once achieved a 64-fold return in 28 months, with its market capitalization approaching the HK$500 billion mark.</p><p>Since the main uncertainty in the e-cigarette industry comes from the government, Smoore International has partnered with China Tobacco to mitigate policy risks. 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However, in the long term, the direction of domestic policies will inevitably affect Smoore International's growth potential.</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>E-cigarette giant Shui Ni! 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Smoore International plunged nearly 11% in the short term.\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\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\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-06-04 13:51</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On June 4, Hong Kong-listed e-cigarette giants<a href=\"https://laohu8.com/S/06969\">Smoore International</a>The stock price plummeted in the afternoon and is currently down nearly 11%.</p><p><img src=\"https://static.tigerbbs.com/2cb399b33f3816c05fda671e717e8918\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>Previously, the National Health Commission and the WHO Representative Office in China jointly released the \"Report on the Health Hazards of Smoking in China 2020\" (hereinafter referred to as the \"Report\"), stating that \"there is sufficient evidence that e-cigarettes are unsafe and can harm health.\"</p><p>As China's first e-cigarette listed company, Smoore International once achieved a 64-fold return in 28 months, with its market capitalization approaching the HK$500 billion mark.</p><p>Since the main uncertainty in the e-cigarette industry comes from the government, Smoore International has partnered with China Tobacco to mitigate policy risks. At the same time, it has reached cooperation agreements with globally renowned e-cigarette brands such as Ruike and Japan Tobacco by leveraging its superior technology. Therefore, Smoore International is undoubtedly at the forefront of the trend.</p><p>However, this \"regulatory storm\" has put Smoore International in a difficult position. For the brand itself, the release of this report seems to have already been sentenced to \"life imprisonment,\" and it remains to be seen when it will make a comeback. However, as a contract manufacturer with core technologies, turning its export business into its main business may be a temporary choice. According to the company's 2020 financial report, Smoore International's overseas revenue accounted for 29.9%.</p><p>Standing at the upstream of the industry, Smoore International faces policy regulation. In the short term, the impact of domestic policies is indeed limited given that foreign revenue is the main source of income. However, in the long term, the direction of domestic policies will inevitably affect Smoore International's growth potential.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750","relate_stocks":{"06969":"思摩尔国际"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101429554","content_text":"6月4日，港股电子烟巨头思摩尔国际午后短线跳水，现跌近11%。此前国家卫健委和世卫组织驻华代表处共同发布《中国吸烟危害健康报告2020》（下称《报告》）称，“有充分证据表明电子烟是不安全的，会对健康产生危害”。作为中国电子烟第一股，思摩尔国际曾用28个月实现64倍的造福神话，市值直逼5000亿港元大关。由于电子烟领域的主要不确定性来自于政府，思摩尔国际与中烟合作借此规避政策风险，同时凭借其过硬技术与锐刻、日烟等全球知名电子烟品牌商达成合作，因此思摩尔国际无疑是走在潮头之列。但此次的“监管风暴”让思摩尔国际犯了难。对于品牌本身来说，此报告的公布似乎是已被判“无期徒刑”，何时逆袭还遥遥无期，但作为拥有核心科技的代工厂，其出口业务转为主营业务或将成为暂时性选择，据公司2020年财报显示，思摩尔国际的国外收入占比为29.9%。站在行业上游的思摩尔国际，面对政策监管，从短期看，以国外收入为主的情况下国内政策影响的确有限，但从长期看，国内政策走向势必影响思摩尔国际的增长空间。","news_type":1,"symbols_score_info":{"06969":0.9}},"isVote":1,"tweetType":1,"viewCount":6499,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":118033850,"gmtCreate":1622706942470,"gmtModify":1704189311119,"author":{"id":"3575540187585339","authorId":"3575540187585339","name":"LittleGuiLin","avatar":"https://static.tigerbbs.com/a8ea4a9904bb4298320579358e26ac9b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575540187585339","authorIdStr":"3575540187585339"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/OPRA\">$Opera(OPRA)$</a>Come back please","listText":"<a href=\"https://laohu8.com/S/OPRA\">$Opera(OPRA)$</a>Come back please","text":"$Opera(OPRA)$Come back please","images":[{"img":"https://static.tigerbbs.com/f185e30c2f5d8eeb256bc5a7067a8d26","width":"828","height":"1434"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/118033850","isVote":1,"tweetType":1,"viewCount":5029,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":118030741,"gmtCreate":1622706842183,"gmtModify":1704189309496,"author":{"id":"3575540187585339","authorId":"3575540187585339","name":"LittleGuiLin","avatar":"https://static.tigerbbs.com/a8ea4a9904bb4298320579358e26ac9b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575540187585339","authorIdStr":"3575540187585339"},"themes":[],"title":"","htmlText":"Don’t think Musk attention is on Tesla now. Hence it sinks. Like other meme","listText":"Don’t think Musk attention is on Tesla now. Hence it sinks. Like other meme","text":"Don’t think Musk attention is on Tesla now. Hence it sinks. Like other meme","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/118030741","repostId":"1165382466","repostType":4,"isVote":1,"tweetType":1,"viewCount":5348,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":118030309,"gmtCreate":1622706777501,"gmtModify":1704189308527,"author":{"id":"3575540187585339","authorId":"3575540187585339","name":"LittleGuiLin","avatar":"https://static.tigerbbs.com/a8ea4a9904bb4298320579358e26ac9b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575540187585339","authorIdStr":"3575540187585339"},"themes":[],"title":"","htmlText":"Institute always win. ","listText":"Institute always win. ","text":"Institute always win.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/118030309","repostId":"1159708995","repostType":4,"repost":{"id":"1159708995","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1622705912,"share":"https://ttm.financial/m/news/1159708995?lang=en_US&edition=fundamental","pubTime":"2021-06-03 15:38","market":"us","language":"zh","title":"Behind AMC's 3000% year-to-date surge: A rare CEO and a rare deal.","url":"https://stock-news.laohu8.com/highlight/detail?id=1159708995","media":"老虎资讯综合","summary":"Reddit散户无视AMC Entertainment Holdings Inc．财务困境和被严重做空的状况大举买入，推动其股价今年以来上涨了3000%左右。这家连锁院线公司也在趁机迎合这种“网红股”","content":"<p>Reddit retail investors have ignored AMC Entertainment Holdings Inc.'s financial difficulties and heavy short selling by buying heavily, driving its stock price up by about 3,000% this year. This chain cinema company is also taking the opportunity to cater to this phenomenon of \"internet celebrity stocks\".</p><p>The company announced Wednesday that it will reward retail investors with special screenings and free popcorn. A day earlier, AMC took advantage of its soaring stock price to raise $230 million by selling new shares to Mudrick Capital Management, one of its major creditors, in order to consolidate its financial position.</p><p>However, Mudrick immediately sold all of his AMC shares, making a substantial profit, and claimed that the company's stock price was severely overvalued. However, retail Reddit users do not agree with this view. Encouraged by AMC's appeal to retail investors, the stock surged 127% to a record intraday high on Wednesday, raising its market capitalization to approximately $33 billion, surpassing GameStop's market capitalization of approximately $20 billion.</p><p>“Many of our investors have shown support and confidence in AMC… After all, these are the people who own AMC, and I work for them,” AMC CEO Adam Aron said in a statement released Wednesday.</p><p>According to the statement, as of March 11, more than 3.2 million retail investors held AMC shares, exceeding 80% of its investor base. Aron spoke directly with many new retail investors during his quarterly conference call early last month, praising their enthusiasm and determination.</p><p>He then called on skeptical stock analysts to listen to these investors—\"look at what these people are writing.\"</p><p><img src=\"https://static.tigerbbs.com/2c3a8868864500565a4229b7111fafa6\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"></p><p><b>Fundamentals unchanged</b></p><p>Almost no American corporate executive has ever welcomed retail investors like Aron. However, almost no company has benefited from this group as much as AMC.</p><p>AMC was on the verge of bankruptcy a few months ago. However, retail investors determined to disrupt traditional corporate value models flooded in, pushing up AMC's stock price and making it a representative of internet celebrity stocks like GameStop. This frenzy has baffled Wall Street professionals.</p><p>“It’s clear that the fundamentals don’t support this level of common stock at all (but it makes sense to retail Reddit investors),” Mark Levin of Asterisk Advisors wrote in a report.</p><p>The surge in stock price has not changed the company's profit prospects. As the impact of the COVID-19 pandemic has not yet subsided, analysts have steadily lowered their EBITDA forecasts for the company, and currently expect AMC to lose nearly $100 million before interest, taxes, depreciation and amortization over the next 12 months.</p><p>AMC declined to comment.</p><p><img src=\"https://static.tigerbbs.com/142cec36bd99e4ac4f992c126628229b\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"></p><p>AMC's rising debt has also exacerbated its fundamental difficulties. The company's long-term liabilities rose to $5.4 billion as of the first quarter of this year, nearly tripling from less than $2 billion in 2016.</p><p><img src=\"https://static.tigerbbs.com/9cabcacae95b3553223887737cbd0a6b\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"></p><p><b>Rare stock trading</b></p><p>Savvy investors like Mudrick see the surge in AMC's stock price as a unique opportunity to make quick money.</p><p>In the U.S. market, it is relatively rare to raise funds by selling shares to a single holder. It is almost unheard of for holders to sell shares immediately after purchasing them. In this context, Mudrick's role in AMC's stock offering is somewhat similar to that of an underwriter in a public offering.</p><p>Representative Mudrick declined to comment, and AMC did not respond to a request for comment.</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>Behind AMC's 3000% year-to-date surge: A rare CEO and a rare deal.</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nBehind AMC's 3000% year-to-date surge: A rare CEO and a rare deal.\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\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\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-06-03 15:38</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Reddit retail investors have ignored AMC Entertainment Holdings Inc.'s financial difficulties and heavy short selling by buying heavily, driving its stock price up by about 3,000% this year. This chain cinema company is also taking the opportunity to cater to this phenomenon of \"internet celebrity stocks\".</p><p>The company announced Wednesday that it will reward retail investors with special screenings and free popcorn. A day earlier, AMC took advantage of its soaring stock price to raise $230 million by selling new shares to Mudrick Capital Management, one of its major creditors, in order to consolidate its financial position.</p><p>However, Mudrick immediately sold all of his AMC shares, making a substantial profit, and claimed that the company's stock price was severely overvalued. However, retail Reddit users do not agree with this view. Encouraged by AMC's appeal to retail investors, the stock surged 127% to a record intraday high on Wednesday, raising its market capitalization to approximately $33 billion, surpassing GameStop's market capitalization of approximately $20 billion.</p><p>“Many of our investors have shown support and confidence in AMC… After all, these are the people who own AMC, and I work for them,” AMC CEO Adam Aron said in a statement released Wednesday.</p><p>According to the statement, as of March 11, more than 3.2 million retail investors held AMC shares, exceeding 80% of its investor base. Aron spoke directly with many new retail investors during his quarterly conference call early last month, praising their enthusiasm and determination.</p><p>He then called on skeptical stock analysts to listen to these investors—\"look at what these people are writing.\"</p><p><img src=\"https://static.tigerbbs.com/2c3a8868864500565a4229b7111fafa6\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"></p><p><b>Fundamentals unchanged</b></p><p>Almost no American corporate executive has ever welcomed retail investors like Aron. However, almost no company has benefited from this group as much as AMC.</p><p>AMC was on the verge of bankruptcy a few months ago. However, retail investors determined to disrupt traditional corporate value models flooded in, pushing up AMC's stock price and making it a representative of internet celebrity stocks like GameStop. This frenzy has baffled Wall Street professionals.</p><p>“It’s clear that the fundamentals don’t support this level of common stock at all (but it makes sense to retail Reddit investors),” Mark Levin of Asterisk Advisors wrote in a report.</p><p>The surge in stock price has not changed the company's profit prospects. As the impact of the COVID-19 pandemic has not yet subsided, analysts have steadily lowered their EBITDA forecasts for the company, and currently expect AMC to lose nearly $100 million before interest, taxes, depreciation and amortization over the next 12 months.</p><p>AMC declined to comment.</p><p><img src=\"https://static.tigerbbs.com/142cec36bd99e4ac4f992c126628229b\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"></p><p>AMC's rising debt has also exacerbated its fundamental difficulties. The company's long-term liabilities rose to $5.4 billion as of the first quarter of this year, nearly tripling from less than $2 billion in 2016.</p><p><img src=\"https://static.tigerbbs.com/9cabcacae95b3553223887737cbd0a6b\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"></p><p><b>Rare stock trading</b></p><p>Savvy investors like Mudrick see the surge in AMC's stock price as a unique opportunity to make quick money.</p><p>In the U.S. market, it is relatively rare to raise funds by selling shares to a single holder. It is almost unheard of for holders to sell shares immediately after purchasing them. In this context, Mudrick's role in AMC's stock offering is somewhat similar to that of an underwriter in a public offering.</p><p>Representative Mudrick declined to comment, and AMC did not respond to a request for comment.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/765eea7b8efcd21c54c30bb5f35bff0d","relate_stocks":{"AMC":"AMC院线"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159708995","content_text":"Reddit散户无视AMC Entertainment Holdings Inc．财务困境和被严重做空的状况大举买入，推动其股价今年以来上涨了3000%左右。这家连锁院线公司也在趁机迎合这种“网红股”现象。\n该公司周三宣布将以特别放映和免费爆米花等手段奖励散户投资者。一天前，AMC借股价飙升之机向主要债权人之一Mudrick Capital Management出售新股筹资2.3亿美元，以巩固财务状况。\n不过Mudrick旋即就卖掉了所有AMC股票，获利颇丰，并称该公司股价被严重高估。但是Reddit散户并不认同这种观点。受到AMC迎合散户的鼓舞，该股周三一度飙升127%至盘中最高纪录，市值升至约330亿美元，超过GameStop约200亿美元的市值。\n“我们很多投资者都表现出对AMC的支持和信心……毕竟，这些人是AMC的所有者，而我为他们打工，”AMC首席执行官Adam Aron在周三发表的声明中表示。\n根据声明，截至3月11日，超过320万散户投资者持有AMC股票，超过其投资者基础的80%。Aron在上月初举行的季度电话会议上直接跟许多新散户投资者对话，赞扬他们的热情和决心。\n接着，他呼吁持怀疑态度的股票分析师听听这些投资者的心声--“看看这些人写的东西”。\n\n基本面未改\n几乎从未有哪个美国公司高管像Aron这样欢迎散户势力。不过也几乎没有哪个公司像AMC这样得益于这个群体。\nAMC几个月前还濒临破产。然而誓要颠覆传统公司价值模型的散户涌了进来，推升了AMC股价，使之成为像GameStop一样的网红股代表。这种狂热让华尔街专业人士困惑不已。\n“显然基本面是完全不支持这个普通股水平的（对Reddit散户来说却讲得通），”Asterisk Advisors的Mark Levin在报告中写道。\n股价大涨并没有改变该公司盈利前景。由于新冠疫情影响尚未消除，分析师稳步下调该公司息税折旧摊销前利润预期，目前预计AMC未来12个月息税折旧摊销前亏损近1亿美元。\nAMC不予置评。\n\nAMC负债上升也加剧了基本面困境。该公司截至今年一季度长期负债升至54亿美元，从2016年的不到20亿美元增长了近两倍。\n\n罕见的股票买卖\n像Mudrick这样精明的投资者把AMC股价飙升视为赚快钱的独特机会。\n在美国市场，通过向单一持有人出售股票筹资的情况相对少见。而持有人购买股票后立即抛售的情况更是几乎闻所未闻。在这种情况下，Mudrick在AMC发行股票中扮演的角色跟公开发行中承销商的角色有些相似。\nMudrick代表不予置评，AMC没有回应置评请求。","news_type":1,"symbols_score_info":{"AMC":0.9}},"isVote":1,"tweetType":1,"viewCount":5058,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":113192381,"gmtCreate":1622596899643,"gmtModify":1704186998261,"author":{"id":"3575540187585339","authorId":"3575540187585339","name":"LittleGuiLin","avatar":"https://static.tigerbbs.com/a8ea4a9904bb4298320579358e26ac9b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575540187585339","authorIdStr":"3575540187585339"},"themes":[],"title":"","htmlText":"Meanwhile, just 1 month ago everyone was talking as if oil and other fossil energy is already the past.","listText":"Meanwhile, just 1 month ago everyone was talking as if oil and other fossil energy is already the past.","text":"Meanwhile, just 1 month ago everyone was talking as if oil and other fossil energy is already the past.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/113192381","repostId":"1147734278","repostType":4,"repost":{"id":"1147734278","kind":"news","pubTimestamp":1622594142,"share":"https://ttm.financial/m/news/1147734278?lang=en_US&edition=fundamental","pubTime":"2021-06-02 08:35","market":"fut","language":"zh","title":"Resource stocks are on a roll! International oil prices have returned to $70, and global market supply is in short supply?","url":"https://stock-news.laohu8.com/highlight/detail?id=1147734278","media":"上海证券报","summary":"产油国预计市场或面临供应短缺问题，加上美国夏季驾驶季带来的燃料需求增加，国际油价在6月首个交易日“起飞”。\n布伦特原油价格重新回到每桶70美元关口上方，为3月以来最高。\n\n原油市场或面临供应短缺\n5月","content":"<p><div>Oil-producing countries anticipate that the market may face supply shortages, coupled with increased fuel demand brought about by the US summer driving season, causing international oil prices to \"take off\" on the first trading day of June. Brent crude oil prices have returned above the $70 per barrel mark, the highest since March. The crude oil market may face a supply shortage. Since May, international oil prices have fluctuated upwards, with Brent crude futures surging more than 4% to over $69 a barrel and U.S. light sweet crude futures rising more than 5% to around $67 a barrel. Entering June, international oil prices continued their upward trend. As of the close of trading on June 1, the price of light sweet crude oil futures for July delivery on the New York Mercantile Exchange...</p><p><a href=\"https://mp.weixin.qq.com/s/G7E8AAiQ2hgCV3Hco8u4Mw\">Web page link</a></div></p>","source":"shzqb","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>Resource stocks are on a roll! International oil prices have returned to $70, and global market supply is in short supply?</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nResource stocks are on a roll! International oil prices have returned to $70, and global market supply is in short supply?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">上海证券报</strong><span class=\"h-time small\">2021-06-02 08:35</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div>Oil-producing countries anticipate that the market may face supply shortages, coupled with increased fuel demand brought about by the US summer driving season, causing international oil prices to \"take off\" on the first trading day of June. Brent crude oil prices have returned above the $70 per barrel mark, the highest since March. The crude oil market may face a supply shortage. Since May, international oil prices have fluctuated upwards, with Brent crude futures surging more than 4% to over $69 a barrel and U.S. light sweet crude futures rising more than 5% to around $67 a barrel. Entering June, international oil prices continued their upward trend. As of the close of trading on June 1, the price of light sweet crude oil futures for July delivery on the New York Mercantile Exchange...</p><p><a href=\"https://mp.weixin.qq.com/s/G7E8AAiQ2hgCV3Hco8u4Mw\">Web page link</a></div></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/G7E8AAiQ2hgCV3Hco8u4Mw\">上海证券报</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ef375710aa7a4298de56c8827d8139df","relate_stocks":{},"source_url":"https://mp.weixin.qq.com/s/G7E8AAiQ2hgCV3Hco8u4Mw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147734278","content_text":"产油国预计市场或面临供应短缺问题，加上美国夏季驾驶季带来的燃料需求增加，国际油价在6月首个交易日“起飞”。\n布伦特原油价格重新回到每桶70美元关口上方，为3月以来最高。\n\n原油市场或面临供应短缺\n5月以来，国际油价震荡走高，布伦特原油期价大涨逾4%至每桶69美元以上，美国轻质原油期货涨逾5%至每桶67美元附近。进入6月，国际油价延续涨势。\n截至6月1日收盘，纽约商品交易所7月交货的轻质原油期货价格收于每桶67.72美元，涨幅为2.11%；8月交货的伦敦布伦特原油期货价格收于每桶70.25美元，涨幅为2.23%。\n在大幅削减原油产量近一年后，石油输出国组织（欧佩克）和非欧佩克产油国方面预期全球原油市场或面临供应短缺问题。\n据外媒披露，“欧佩克+”周二同意维持逐步放松石油供应限制的步伐不变。该联盟在4月决定，5至7月增加供应210万桶/日，因为尽管疫情在暴发，但全球需求仍将上升。\n“欧佩克+”联席技术委员会近期称，随着原油需求端逐步复苏，原油供应逐步趋紧。如果“欧佩克+”7月后依然维持当前产量不变，2021年全球原油库存将每日平均下降140万桶，并从9月开始加速下降，9月到12月，全球原油库存将至少每日下降200万桶。\n市场观察人士认为，“欧佩克+”需要在今年下半年加大原油供应力度。能源咨询公司雷斯塔原油市场分析师路易丝·迪克森称，当前原油市场供需面与去年4月份已经完全不同，原油生产商需要满足不断上升的需求，如果油价上涨过快可能会影响全球经济复苏。\n对需求的乐观预期同样成为油价上涨的主要支撑因素。尽管部分地区疫情反扑，但美国、中国和欧洲部分地区正推动需求强劲复苏。欧佩克在5月发布的月度原油市场报告中称，乐观来看，全球原油需求同比增长595万桶/日，全年原油需求量为9650万桶/日。\n随着疫苗接种展开及各国实施积极支持政策，全球经济前景正在改善。经济合作与发展组织（OECD）本周上调了今年全球经济增速至5.8%，并预期明年全球经济将增长4.4%，这一乐观预期提振了原油需求前景。\n而油价追踪公司GasBuddy的数据显示，上周日美国汽油需求比之前四个周日的平均水平跃升了9.6%，为2019年夏季以来最高的周日需求。\n欧美市场能源股嗨了\n受油价上涨提振，周一欧美股市能源及资源相关板块个股齐步上涨。\n在美股市场，标普500的11大板块中，能源股以近4%的涨幅遥遥领先。\n而纽约股市三大股指当日涨跌不一，其中道指涨0.13%，标普500指数跌0.05%，纳斯达克指数跌0.09%。\n能源类个股表现突出，马拉松石油大涨超过13%，卡隆石油飙升12%，埃克森美孚上涨超过3%，雪佛龙涨超2%。\n而龙头科技股多数下跌，微软跌逾0.9%，奈飞跌逾0.7%，苹果下滑近0.3%，亚马逊小幅下跌逾0.1%。\n在欧洲市场，泛欧STOXX 600指数当日上涨近0.8%，再创新高。石油巨头BP、荷兰皇家壳牌及道达尔均上涨超2%。\n业内预计年底或升至80美元\n在全球经济加速复苏及原油需求不断上升的预期下，业内对国际油价一致维持乐观预期，国际油价年底或升至每桶80美元附近。\n金联创原油高级分析师奚佳蕊认为，6月份国际油价仍有一定上行空间，但走势或颇为震荡，预计美国轻质原油主流运行区间为每桶64至70美元，布伦特原油主流运行区间为每桶65至72美元。\n花旗分析师认为，随着疫情逐渐缓解，旅游休闲需求进一步释放，全球原油需求或在今年夏季达到阶段性高点，市场供需可能在接下来几个月中进一步收紧。鉴于此，花旗认为今年原油需求整体强劲，布伦特原油期价年底前可能触及每桶80美元。\n根据路透对45位市场参与者所做的调查，布伦特油价今年每桶均价为64.79美元，为2021年以来预估被连续第六次向上修正，4月时的预估为64.17美元。","news_type":1,"symbols_score_info":{"CLmain":0.9,"BZmain":0.9}},"isVote":1,"tweetType":1,"viewCount":5473,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":113198125,"gmtCreate":1622596819367,"gmtModify":1704186996002,"author":{"id":"3575540187585339","authorId":"3575540187585339","name":"LittleGuiLin","avatar":"https://static.tigerbbs.com/a8ea4a9904bb4298320579358e26ac9b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575540187585339","authorIdStr":"3575540187585339"},"themes":[],"title":"","htmlText":"Didn’t US just sold several billion dollars of confiscated Iranian oil?","listText":"Didn’t US just sold several billion dollars of confiscated Iranian oil?","text":"Didn’t US just sold several billion dollars of confiscated Iranian oil?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/113198125","repostId":"1149085708","repostType":4,"repost":{"id":"1149085708","kind":"news","weMediaInfo":{"introduction":"中国大陆领先的金融数据、信息和软件服务企业，总部位于上海陆家嘴金融中心。","home_visible":1,"media_name":"Wind万得","id":"99","head_image":"https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68"},"pubTimestamp":1622595059,"share":"https://ttm.financial/m/news/1149085708?lang=en_US&edition=fundamental","pubTime":"2021-06-02 08:50","market":"fut","language":"zh","title":"How will rising crude oil prices affect inflation and global manufacturers?","url":"https://stock-news.laohu8.com/highlight/detail?id=1149085708","media":"Wind万得","summary":"原油价格周二触及每桶70美元上方，此前欧佩克及其盟友（OPEC+）预测需求将上升并提高产量。全球经济持续复苏，并推高了一系列大宗商品的价格。\n具体来看，周二美油7月合约收涨2.52%，报67.99美元","content":"<p>Crude oil prices touched above $70 a barrel on Tuesday after OPEC and its allies (OPEC+) predicted rising demand and increased production. The global economy continues to recover, pushing up the prices of a range of commodities.</p><p>Specifically, on Tuesday, US crude oil July contracts closed up 2.52% at $67.99 a barrel, a new high since October 2018; Brent crude oil futures for August delivery rose 1.85% to $70.60 a barrel.</p><p><b>OPEC gradually eases production cuts</b></p><p>Members of the Organization of the Petroleum Exporting Countries and their allies (OPEC+) agreed on Tuesday to increase daily oil production by about 450,000 barrels starting next month. At the same time, Saudi Arabia agreed to continue easing unilateral production cuts of 1 million barrels per day implemented earlier this year.</p><p>In April of this year, OPEC agreed to increase daily production by more than 2 million barrels by the end of July, bringing the cumulative daily production over the past year to about 4 million barrels. This comes after the organization agreed to cut 9.7 million barrels of crude oil per day in early 2020, when the coronavirus first began shutting down economies, weakening global crude demand, and causing oil prices to fall.</p><p>Today, with infection rates generally under control in most parts of Asia and China (the world's largest oil consumer), and vaccinations steadily progressing in the United States and Europe, OPEC and some non-OPEC oil-producing countries, led by Russia, are betting on a rebound in market demand.</p><p>According to an OPEC representative, an OPEC+ technical committee predicted on Monday that oil demand will increase by 6 million barrels per day in the second half of the year. They predict that by the end of July, global oil inventories will fall below the five-year average from 2015 to 2019, marking the end of the oversupply situation during the pandemic.</p><p>However, analysts caution that the continued recovery in crude oil demand will depend on the development of the pandemic. Energy Aspects analyst Amrita Sen said that new pandemic restrictions are being implemented in Southeast Asia, which could delay the full recovery of crude oil demand until mid-2022. “Chinese demand is booming, but as we know, India is struggling. Many other Asian countries are reinstating some form of lockdown.”</p><p><b>Inflation expectations are rising</b></p><p>At the same time as the recent oil price milestone event, commodities such as tin, copper, and timber also suffered similar impacts. As demand recovers, the prices of these commodities are also soaring.</p><p>\"This is a good old-fashioned reflation trade,\" said Tom Price, head of commodity strategy at investment bank Liberum, describing expectations of a surge in economic activity and increased assets. Price said it had been a long time since the economic recovery following the 2009 financial crisis that so many commodities had risen simultaneously.</p><p>Demand for crude oil and other commodities reflects the significant fluctuations in global economic activity during the pandemic. In the second quarter of last year, crude oil demand fell sharply as a large part of the global economy was in a false dead state, but in recent months, crude oil demand has rebounded as many rich economies thaw.</p><p>Since the beginning of this year, the world has successively promoted vaccination and eased restrictions, and the demand for energy and raw materials from factories around the world has gradually rebounded. On the other hand, the depreciation of the US dollar has also made US dollar-denominated commodities more attractive, with the the US Dollar Index falling below 90 in June.</p><p>With the global economy expected to expand at its fastest pace in decades, demand will rise further this year. The Organization for Economic Cooperation and Development said on Monday that global output is expected to grow by 5.8%, the strongest growth since 1973.</p><p>High oil prices have led to increased global inflation. Data released by the Eurozone on Tuesday showed that the consumer price index rose 2% in May compared to the same period last year, the fastest increase since the end of 2018. However, the main reason for the increase was the rise in energy prices, which increased by 13.1% compared to the same period last year.</p><p>The inflation index released by the U.S. Commerce Department showed that the consumer price index rose 0.6% in April from the previous month and 3.6% from the same period last year. Core prices, excluding energy and food, rose 0.7% month-on-month and 3.1% year-on-year.</p><p><b>Manufacturers face a tough outlook</b></p><p>On the other hand, rising prices have made things even more difficult for manufacturers. Companies such as General Motors and Vestas Wind Systems A/S, a Danish Wind turbine maker, have complained about rising steel prices.</p><p>Andy Palmer, a British automotive executive and engineer, said: \"This is a big problem for automakers. I've seen periods of commodity price volatility, but it's rare for almost all raw material prices to rise so quickly.\"</p><p>The most affected are smaller manufacturers, whose profit margins have been declining in recent months due to high raw material prices. In response to rising cost pressures, more and more factories have recently raised product prices. Other companies have temporarily ceased operations and rejected new orders.</p><p>Furthermore, while the world's leading crude oil suppliers can increase supply relatively quickly (opec can leverage its vast untapped capacity), it is much more difficult for miners and farmers to suddenly increase production of coal, copper, or cotton. For example, rising prices are prompting mining companies to examine their future plans.</p><p>Commodities trading giant Glencore PLC said in February that it was considering restarting production at the world's largest cobalt mine in Congo. In August 2019, Glencore chose to close the Mutanda copper mine, which also produced a large amount of copper, because the prices of both metals had plummeted. In recent months, supply bottlenecks caused by the pandemic have persisted, and strong demand brought about by the recovery of Asian economies has driven up prices. Copper prices soared to an all-time high last month, and cobalt prices have risen by more than 50% this year.</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>How will rising crude oil prices affect inflation and global manufacturers?</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nHow will rising crude oil prices affect inflation and global manufacturers?\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/99\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Wind万得 </p>\n<p class=\"h-time smaller\">2021-06-02 08:50</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Crude oil prices touched above $70 a barrel on Tuesday after OPEC and its allies (OPEC+) predicted rising demand and increased production. The global economy continues to recover, pushing up the prices of a range of commodities.</p><p>Specifically, on Tuesday, US crude oil July contracts closed up 2.52% at $67.99 a barrel, a new high since October 2018; Brent crude oil futures for August delivery rose 1.85% to $70.60 a barrel.</p><p><b>OPEC gradually eases production cuts</b></p><p>Members of the Organization of the Petroleum Exporting Countries and their allies (OPEC+) agreed on Tuesday to increase daily oil production by about 450,000 barrels starting next month. At the same time, Saudi Arabia agreed to continue easing unilateral production cuts of 1 million barrels per day implemented earlier this year.</p><p>In April of this year, OPEC agreed to increase daily production by more than 2 million barrels by the end of July, bringing the cumulative daily production over the past year to about 4 million barrels. This comes after the organization agreed to cut 9.7 million barrels of crude oil per day in early 2020, when the coronavirus first began shutting down economies, weakening global crude demand, and causing oil prices to fall.</p><p>Today, with infection rates generally under control in most parts of Asia and China (the world's largest oil consumer), and vaccinations steadily progressing in the United States and Europe, OPEC and some non-OPEC oil-producing countries, led by Russia, are betting on a rebound in market demand.</p><p>According to an OPEC representative, an OPEC+ technical committee predicted on Monday that oil demand will increase by 6 million barrels per day in the second half of the year. They predict that by the end of July, global oil inventories will fall below the five-year average from 2015 to 2019, marking the end of the oversupply situation during the pandemic.</p><p>However, analysts caution that the continued recovery in crude oil demand will depend on the development of the pandemic. Energy Aspects analyst Amrita Sen said that new pandemic restrictions are being implemented in Southeast Asia, which could delay the full recovery of crude oil demand until mid-2022. “Chinese demand is booming, but as we know, India is struggling. Many other Asian countries are reinstating some form of lockdown.”</p><p><b>Inflation expectations are rising</b></p><p>At the same time as the recent oil price milestone event, commodities such as tin, copper, and timber also suffered similar impacts. As demand recovers, the prices of these commodities are also soaring.</p><p>\"This is a good old-fashioned reflation trade,\" said Tom Price, head of commodity strategy at investment bank Liberum, describing expectations of a surge in economic activity and increased assets. Price said it had been a long time since the economic recovery following the 2009 financial crisis that so many commodities had risen simultaneously.</p><p>Demand for crude oil and other commodities reflects the significant fluctuations in global economic activity during the pandemic. In the second quarter of last year, crude oil demand fell sharply as a large part of the global economy was in a false dead state, but in recent months, crude oil demand has rebounded as many rich economies thaw.</p><p>Since the beginning of this year, the world has successively promoted vaccination and eased restrictions, and the demand for energy and raw materials from factories around the world has gradually rebounded. On the other hand, the depreciation of the US dollar has also made US dollar-denominated commodities more attractive, with the the US Dollar Index falling below 90 in June.</p><p>With the global economy expected to expand at its fastest pace in decades, demand will rise further this year. The Organization for Economic Cooperation and Development said on Monday that global output is expected to grow by 5.8%, the strongest growth since 1973.</p><p>High oil prices have led to increased global inflation. Data released by the Eurozone on Tuesday showed that the consumer price index rose 2% in May compared to the same period last year, the fastest increase since the end of 2018. However, the main reason for the increase was the rise in energy prices, which increased by 13.1% compared to the same period last year.</p><p>The inflation index released by the U.S. Commerce Department showed that the consumer price index rose 0.6% in April from the previous month and 3.6% from the same period last year. Core prices, excluding energy and food, rose 0.7% month-on-month and 3.1% year-on-year.</p><p><b>Manufacturers face a tough outlook</b></p><p>On the other hand, rising prices have made things even more difficult for manufacturers. Companies such as General Motors and Vestas Wind Systems A/S, a Danish Wind turbine maker, have complained about rising steel prices.</p><p>Andy Palmer, a British automotive executive and engineer, said: \"This is a big problem for automakers. I've seen periods of commodity price volatility, but it's rare for almost all raw material prices to rise so quickly.\"</p><p>The most affected are smaller manufacturers, whose profit margins have been declining in recent months due to high raw material prices. In response to rising cost pressures, more and more factories have recently raised product prices. Other companies have temporarily ceased operations and rejected new orders.</p><p>Furthermore, while the world's leading crude oil suppliers can increase supply relatively quickly (opec can leverage its vast untapped capacity), it is much more difficult for miners and farmers to suddenly increase production of coal, copper, or cotton. For example, rising prices are prompting mining companies to examine their future plans.</p><p>Commodities trading giant Glencore PLC said in February that it was considering restarting production at the world's largest cobalt mine in Congo. In August 2019, Glencore chose to close the Mutanda copper mine, which also produced a large amount of copper, because the prices of both metals had plummeted. In recent months, supply bottlenecks caused by the pandemic have persisted, and strong demand brought about by the recovery of Asian economies has driven up prices. Copper prices soared to an all-time high last month, and cobalt prices have risen by more than 50% this year.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f7b869860fd524e1c4d1e42b2d81d1a2","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149085708","content_text":"原油价格周二触及每桶70美元上方，此前欧佩克及其盟友（OPEC+）预测需求将上升并提高产量。全球经济持续复苏，并推高了一系列大宗商品的价格。\n具体来看，周二美油7月合约收涨2.52%，报67.99美元/桶，创2018年10月以来新高；布油8月合约收涨1.85%，报70.6美元/桶。\n欧佩克逐步放松减产规模\n石油输出国组织成员国及其盟友（OPEC+）周二同意，从下个月开始将石油日产量提高约45万桶。与此同时，沙特同意继续放松今年早些时候实施的每日100万桶的单方减产措施。\n今年4月，欧佩克同意在7月底之前将日产量增加200多万桶，使过去一年的日产量累计增加到约400万桶。在此之前，该组织同意在2020年初每天削减970万桶原油，当时冠状病毒首次开始导致经济体关闭，削弱了全球原油需求，并导致油价下跌。\n如今，随着亚洲大部分地区和中国(全球最大的石油消费国)感染率普遍得到控制，以及美国和欧洲的疫苗接种稳步推进，欧佩克和以俄罗斯为首的一些非欧佩克产油国正押注市场需求反弹。\n据欧佩克代表透露，欧佩克+组织的一个技术委员会周一预测，下半年的石油需求将增加600万桶/天。他们预测，其结果是，到7月底，全球石油库存将降至2015-2019年期间的五年平均水平以下，标志着疫情期间供大于用的局面结束。\n不过，分析师提示称，原油需求的持续复苏情况将取决于疫情发展。Energy Aspects 分析师 Amrita Sen 表示，东南亚正在实施新的疫情限制措施，这可能会将原油需求的全面恢复推迟到2022年年中。“中国的需求正在蓬勃发展，但正如我们所知，印度正在苦苦挣扎。许多其他亚洲国家正在恢复某种形式的封锁。”\n通胀预期升温\n在最近的油价里程碑事件发生的同时，锡、铜、木材等大宗商品也遭遇了类似的冲击。在需求恢复的情况下，这些商品价格也都在飙升。\n投资银行Liberum大宗商品策略主管汤姆•普莱斯(Tom Price) 在描述经济活动激增、资产增加的预期时表示：“这是一种不错的老式再通胀交易。”普莱斯说，自2009年金融危机之后的经济复苏以来，这么多种类的大宗商品已经有很长时间没有同时上涨了。\n对原油和其他大宗商品的需求反映了疫情期间全球经济活动的巨大波动。去年第二季度，由于全球经济的很大一部分处于假死状态，原油需求急剧下降，但近几个月来，随着许多富裕经济体解冻，原油需求已经反弹。\n今年以来，全球陆续推广疫苗接种并放松限制政策，全球工厂对能源和原材料的需求逐渐回升。另一方面，美元贬值也使以美元计价的大宗商品更具吸引力，美元指数6月已下行至90下方。\n随着全球经济预计将出现几十年来最快速的扩张，今年的需求将进一步上升。经济合作与发展组织(Organization for Economic Cooperation and Development)周一说，预计全球产出将增长5.8%，这将是1973年以来最强劲的增长。\n高油价导致全球通货膨胀加剧。欧元区周二发布的数据显示，5月份消费者价格指数比去年同期上涨了2%，这是自2018年底以来的最快涨幅。但上涨的主要原因是能源价格上涨，能源价格较上年同期上涨13.1%。\n美国商务部(Commerce Department)公布的通货膨胀指数显示，4月份消费者价格指数较上月上涨0.6%，较上年同期上涨3.6%。不包括能源和食品的核心价格环比上涨0.7%，同比上涨3.1%。\n制造商面临艰难前景\n另一方面，不断上涨的价格已经让制造商的日子更难过了。通用汽车公司(General Motors)和丹麦风力涡轮机制造商维斯塔斯风力系统公司(Vestas Wind Systems A/S)等各类企业都抱怨钢材价格不断上涨。\n英国汽车业高管和工程师安迪·帕尔默(Andy Palmer)表示： “这对汽车制造商来说是个大问题，我曾见过大宗商品价格波动的时期，但几乎所有原材料价格都上涨得如此之快，实属罕见。”\n受影响最大的是规模较小的制造商，由于原材料价格高企，它们最近几个月的利润率一直在下降。为了应对不断上升的成本压力，越来越多的工厂最近提高了产品价格。其他一些公司已暂时停止运营，并拒绝了新订单。\n此外，尽管全球原油供应龙头可以相对迅速地提高供给(opec可以利用其巨大的未开发产能)，但矿工和农民要突然增加煤炭、铜或棉花的产量要困难得多。例如，价格上涨正促使矿业公司审视自己的未来计划。\n大宗商品交易巨头嘉能可(Glencore PLC)今年2月表示，正考虑重启位于刚果的全球最大钴矿的生产。2019年8月，嘉能可选择关闭同样生产大量铜的穆坦达铜矿，因为这两种金属的价格都出现了暴跌。近几个月来，疫情造成的供应瓶颈挥之不去，亚洲经济体复苏带来的需求旺盛，推动价格飙升。铜价上月飙升至历史最高水平，今年钴价上涨了50%以上。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":5322,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":113193806,"gmtCreate":1622596756105,"gmtModify":1704186993179,"author":{"id":"3575540187585339","authorId":"3575540187585339","name":"LittleGuiLin","avatar":"https://static.tigerbbs.com/a8ea4a9904bb4298320579358e26ac9b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575540187585339","authorIdStr":"3575540187585339"},"themes":[],"title":"","htmlText":"Yet, Taiwan still suffers electricity frequent blackout and water shortages. Both are very troubling for TSMC production.","listText":"Yet, Taiwan still suffers electricity frequent blackout and water shortages. Both are very troubling for TSMC production.","text":"Yet, Taiwan still suffers electricity frequent blackout and water shortages. Both are very troubling for TSMC production.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/113193806","repostId":"1114708774","repostType":4,"repost":{"id":"1114708774","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1622595372,"share":"https://ttm.financial/m/news/1114708774?lang=en_US&edition=fundamental","pubTime":"2021-06-02 08:56","market":"us","language":"zh","title":"TSMC's 4-nanometer process technology will begin trial production ahead of schedule in the third quarter.","url":"https://stock-news.laohu8.com/highlight/detail?id=1114708774","media":"老虎资讯综合","summary":"6月2日，据台湾经济日报，台积电4纳米制程技术开发进度顺利，预计2021年第三季度开始试产，较先前规划提早一个季度。3纳米制程则将依计划于2022年下半年量产。台积电表示，3纳米制程技术将成为全球最先","content":"<p>On June 2, according to Taiwan's Economic Daily,<a href=\"https://laohu8.com/S/TSM\">TSMC</a>The development of 4-nanometer process technology is progressing smoothly, and trial production is expected to begin in the third quarter of 2021, one quarter earlier than previously planned. The 3-nanometer process will be mass-produced in the second half of 2022 as planned. TSMC stated that its 3-nanometer process technology will become the world's most advanced logic technology. Compared to 5-nanometer process technology, 3-nanometer process speed is 15% faster, power consumption is 30% lower, and logic density is 70% higher.</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>TSMC's 4-nanometer process technology will begin trial production ahead of schedule in the third quarter.</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nTSMC's 4-nanometer process technology will begin trial production ahead of schedule in the third quarter.\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\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\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-06-02 08:56</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On June 2, according to Taiwan's Economic Daily,<a href=\"https://laohu8.com/S/TSM\">TSMC</a>The development of 4-nanometer process technology is progressing smoothly, and trial production is expected to begin in the third quarter of 2021, one quarter earlier than previously planned. The 3-nanometer process will be mass-produced in the second half of 2022 as planned. TSMC stated that its 3-nanometer process technology will become the world's most advanced logic technology. Compared to 5-nanometer process technology, 3-nanometer process speed is 15% faster, power consumption is 30% lower, and logic density is 70% higher.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/975836d8c6eb511241583dccb0d387f2","relate_stocks":{"EWT":"台湾ETF-iShares MSCI","TSM":"台积电","03145":"华夏亚洲高息股"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114708774","content_text":"6月2日，据台湾经济日报，台积电4纳米制程技术开发进度顺利，预计2021年第三季度开始试产，较先前规划提早一个季度。3纳米制程则将依计划于2022年下半年量产。台积电表示，3纳米制程技术将成为全球最先进的逻辑技术。相较于5纳米制程技术，3纳米制程速度增快15%，功耗降低30%，逻辑密度增加70%。","news_type":1,"symbols_score_info":{"03145":0.9,"TWmain":0.9,"TSM":0.9,"EWT":0.9}},"isVote":1,"tweetType":1,"viewCount":5899,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":119069463,"gmtCreate":1622509050252,"gmtModify":1704185268755,"author":{"id":"3575540187585339","authorId":"3575540187585339","name":"LittleGuiLin","avatar":"https://static.tigerbbs.com/a8ea4a9904bb4298320579358e26ac9b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575540187585339","authorIdStr":"3575540187585339"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/OPRA\">$Opera(OPRA)$</a>still waiting for comeback","listText":"<a href=\"https://laohu8.com/S/OPRA\">$Opera(OPRA)$</a>still waiting for comeback","text":"$Opera(OPRA)$still waiting for comeback","images":[{"img":"https://static.tigerbbs.com/38fb32fd09812a7fd15334edc5ba6fff","width":"828","height":"1434"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/119069463","isVote":1,"tweetType":1,"viewCount":7336,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":119087242,"gmtCreate":1622508898386,"gmtModify":1704185265624,"author":{"id":"3575540187585339","authorId":"3575540187585339","name":"LittleGuiLin","avatar":"https://static.tigerbbs.com/a8ea4a9904bb4298320579358e26ac9b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575540187585339","authorIdStr":"3575540187585339"},"themes":[],"title":"","htmlText":"Best strategy: ask people for 3rd child.","listText":"Best strategy: ask people for 3rd child.","text":"Best strategy: ask people for 3rd child.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/119087242","repostId":"1186284203","repostType":4,"isVote":1,"tweetType":1,"viewCount":5411,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":110853696,"gmtCreate":1622441863115,"gmtModify":1704184481862,"author":{"id":"3575540187585339","authorId":"3575540187585339","name":"LittleGuiLin","avatar":"https://static.tigerbbs.com/a8ea4a9904bb4298320579358e26ac9b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575540187585339","authorIdStr":"3575540187585339"},"themes":[],"title":"","htmlText":"HSBC needs to replace its all British management team and drop the arrogance ","listText":"HSBC needs to replace its all British management team and drop the arrogance ","text":"HSBC needs to replace its all British management team and drop the arrogance","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/110853696","repostId":"1168745337","repostType":4,"repost":{"id":"1168745337","kind":"news","pubTimestamp":1622441690,"share":"https://ttm.financial/m/news/1168745337?lang=en_US&edition=fundamental","pubTime":"2021-05-31 14:14","market":"us","language":"zh","title":"HSBC \"tail break\"","url":"https://stock-news.laohu8.com/highlight/detail?id=1168745337","media":" 馨金融","summary":"1、「撤退」\n最近，汇丰控股（下简称「汇丰」）宣布退出美国零售市场，同时将重点关注财富管理和国际银行业务，目前正等待监管机构批准。\n汇丰将采取的具体措施包括，停止为美国个人客户、高级客户及部分卓越理财","content":"<p>1. \"Retreat\"</p><p>Recently, HSBC Holdings (hereinafter referred to as \"HSBC\") announced its exit from the US retail market and will focus on wealth management and international banking, which is currently awaiting regulatory approval.</p><p>Specific measures HSBC will take include ceasing retail banking services for U.S. individual customers, premium customers, and some premium wealth management customers (customers with account balances below $75,000), while simultaneously ceasing related business for all retail commercial banking customers (small businesses with turnover of $5 million or less).</p><p>HSBC currently operates only 20-25 of its 148 branches in the United States, which have been transformed into international wealth management centers to serve some high-net-worth clients. The relevant transactions are expected to be completed in the first quarter of 2022.</p><p>It's not just the US market; in early May, French media reported that HSBC was conducting a strategic assessment of its retail banking business in France and negotiating a potential sale.</p><p>Coincidentally, another long-established banking giant, Citigroup, recently made a similar strategic contraction. It announced its withdrawal from personal banking operations in 13 markets, including China, in order to focus resources and investments on businesses with greater scale and growth potential. The so-called growth potential mainly comes from its investment banking and wealth management businesses.</p><p>While the giants may seem to have significantly scaled back their business layouts, institutions in the capital market have given positive feedback—giving them \"buy\" ratings and raising their target prices. As of the market close on May 28, HSBC Holdings' share price regained HK$50 after a year, and its market capitalization returned to HK$1 trillion.</p><p>The sudden outbreak of the pandemic last year dealt a heavy blow to bank stocks – on April 1, 2020, HSBC Holdings announced that it would cancel its dividend payments for the fourth quarter of 2019 and the first three quarters of 2020, and stated that it would not conduct any share buybacks during the year. Considering that HSBC did not cancel its dividend payments during the 2008 financial crisis, many people's investment confidence even collapsed as a result.</p><p>However, the decline in HSBC's share price cannot be entirely attributed to the pandemic. HSBC's \"crisis\" had already emerged long before the pandemic spread on a large scale. Last February, HSBC announced a large-scale restructuring by 2022, with four main initiatives, including:</p><p><ul><li>Reduce risky assets totaling over $100 billion and invest more assets in projects with higher profit returns;</li><li>A $4.5 billion spending cut plan was launched;</li><li>Large-scale layoff plans;</li><li>And a streamlined and complex group structure, etc.</li></ul>The business suspensions and rising risks brought about by the pandemic have given banks another boost. In its latest shareholder statement, HSBC mentioned that the global environment underwent tremendous changes in 2020, and the company took the opportunity to accelerate the implementation of four strategic pillars, the most important of which is:</p><p>Focus on the Group's strengths to drive business growth. We aspire to establish a global leadership position in cross-border banking services required by major trade and capital corridors, and to become an industry leader in wealth management, particularly in Asia. Another important trend behind HSBC's divestment of some retail businesses is that the \"cost-effectiveness\" of retail credit business, as an important component of retail finance, is becoming increasingly lower. In particular, the pandemic has not subsided for a long time, and this part of the business has been greatly affected by the macroeconomic situation and fluctuations in the external environment. Not only has growth been slow, but asset quality has also shown a significant deterioration trend.</p><p>Retail finance has long been known as the \"ballast stone\" of banks, but people often overlook its internal structure and asset quality. If we only look at retail credit business, it is actually greatly affected by cycles. In comparison, wealth management business is the real \"weak cycle\" and light capital.</p><p>2. \"Focus\"</p><p>It's easy to see that HSBC's series of adjustments to the US retail market were already part of its restructuring plan, and the pandemic further accelerated their implementation. But there are two unavoidable questions: Why the United States? Why retail business?</p><p>HSBC also explained at the shareholders' meeting, emphasizing that its local mass market retail business in the United States remains a good business, but HSBC lacks the scale advantage needed to compete with local rivals.</p><p>In fact, HSBC's business in North America has been severely impacted since the financial crisis. In recent years, the 10-year Treasury Bond rate in the United States has been declining, once falling to zero. The narrowing interest rate spread has further squeezed banks' profit revenue in North America. HSBC USA's pre-tax profit as a percentage of the total has been declining, reaching only $168 million by 2020.</p><p>HSBC's performance in Europe has been even more dismal, not just in North America. Due to its long-term zero or even negative interest rate environment, HSBC suffered continuous losses in Europe starting in 2016, and by 2020, its pre-tax net loss in Europe had reached US$4.205 billion. HSBC also began to continuously adjust the focus of its global business several years ago.</p><p>At the same time, HSBC became a member of the Financial Stability Board's (FSB) list of global systemically important banks in 2013 and began to be subject to stricter risk standards.</p><p>Therefore, starting in 2014, HSBC began to shrink its risk-weighted assets. One of the measures it took was to continuously reduce its retail credit business, including its consumer credit and mortgage loan portfolio in the United States, as well as its previous investment portfolio in emerging markets.</p><p>From this perspective, high risk and low return are the fundamental reasons for HSBC's decision to withdraw from the US retail market, and investing huge amounts of money annually to maintain the operation of offline branches also contradicts the strategy of cutting costs.</p><p>HSBC's series of operations has only one purpose: to focus on high-growth, high-return regions and explore the most promising businesses.</p><p>In fact, the Group clearly put forward its development goal of \"returning to Asia Pacific\" in 2015, and in 2019, HSBC reiterated its layout in the Asia Pacific market.</p><p>In terms of profit contribution, HSBC Group's 2020 financial report shows that it achieved a cumulative pre-tax profit of US$8.777 billion in 2020. During the same period, the Asia-Pacific region achieved a pre-tax profit of US$12.832 billion, which is about 1.5 times that of the former. In other words, the Asia-Pacific region is currently HSBC's sole and most important profit engine.</p><p>When releasing its annual report earlier this year, HSBC further stated that it would shift its focus to the faster-growing Asian market and invest an additional $6 billion in its Asian business over five years.</p><p>Wealth management has become one of HSBC's key business focuses.</p><p><img src=\"https://static.tigerbbs.com/88b970ec370b88215d5cdcb9e3dd909d\" tg-width=\"1080\" tg-height=\"685\" referrerpolicy=\"no-referrer\"></p><p>One important reason is the tremendous opportunities presented by economic growth and increased residents' incomes in the Asia-Pacific region, especially in the Chinese market—retail banking and wealth management contributed nearly half of HSBC's customer deposits in 2019, with the vast majority of them coming from the Asia-Pacific region.</p><p><img src=\"https://static.tigerbbs.com/6dbd97eb1123fc4149ba9ff29b094e68\" tg-width=\"1080\" tg-height=\"812\" referrerpolicy=\"no-referrer\"></p><p>The development of fintech in the Asia-Pacific region has also brought new opportunities to banks. Not long ago, HSBC announced that its Payme APP has exceeded 2 million users in the three years since it launched in the Hong Kong market, and its market share has reached 70% in terms of individual-to-individual transaction amount. As a money transfer payment software, HSBC is also promoting its continued implementation at merchants.</p><p>However, overall, both HSBC's retention of some high-net-worth clients in the United States and its expansion in the Asia-Pacific region reveal its ambitions in high-net-worth clients and private banking. This includes plans to retain more than 20 international wealth management centers in the US market, in order to continue its coverage in the US market and become an important part of its international network.</p><p>As for the mainland market, HSBC entered the mainland market at the beginning of the century based on its \"Premier Wealth Management\" business, which provides services such as foreign currency deposits to high-net-worth clients. At that time, only those with a total deposit of more than US$50,000 could become \"Premier Clients\". HSBC then launched its private banking business in 2008, making $1 million the minimum threshold for opening a private account.</p><p>Today, high-net-worth clients are rapidly emerging in the Asia-Pacific region, especially in the Chinese market. According to the \"2021 China Private Wealth Report\" jointly released by China Merchants Bank and Bain & Company, in 2020, the total scale of personal investable assets in China reached RMB 241 trillion, and the number of high-net-worth individuals in China with investable assets of more than RMB 10 million reached 2.62 million.</p><p>With the macroeconomy continuing to improve, China's private wealth market has also ushered in a steady development trend. It is estimated that by the end of 2021, the number of high-net-worth individuals in China will approach 3 million, and the total investable assets will exceed 90 trillion yuan.</p><p>HSBC obviously won't miss this feast.</p><p>3. \"Competition\"</p><p>HSBC is not the only company plotting a wealth management feast in China.</p><p>Since my country released 11 measures to open up its financial sector in 2019, foreign banking giants have set their sights on China, a rapidly rising market. A clear trend is that wealth management giants can be seen among the shareholders of many bank wealth management subsidiaries.</p><p>In the 2020 financial reports of domestic banks, wealth management became a frequently used term and occupied an unprecedented strategic height. China Merchants Bank has set a \"comprehensive wealth management value chain\" as its next development goal, Industrial Bank has proposed to become a \"first-class wealth management bank in the entire market,\" and Shanghai Pudong Development Bank is committed to becoming the \"preferred bank for wealth management\"...</p><p>This is partly because the global banking industry is facing the impact of cyclical fluctuations and revenue pressure. As a business segment with weak cycles, high returns, and light capital, wealth management is the first choice for banks' transformation. In this respect, JPMorgan Chase's business performance in 2020, as a benchmark in the global banking industry, speaks volumes.</p><p>At the same time, wealth management, as the intersection of asset management, investment banking, retail, and corporate banking businesses, could revitalize the overall situation overnight, a choice many banks have been planning for years.</p><p>More competition between Chinese and foreign banks in the wealth management market, especially in high-net-worth clients and private banking services, may inevitably arise. They will face an emerging market that is changing dramatically and is full of challenges.</p><p>The aforementioned report mentioned that in 2021, the structure of China's high-net-worth individuals became more diverse and diverse. With the rapid development of new economies and industries such as the Internet and new energy, the equity appreciation effect boosted the rise of newly wealthy individuals.</p><p>At the same time, the needs of China's high-net-worth individuals are becoming more comprehensive and diversified. In addition to focusing on individual needs, they are also extending to the needs of families, businesses, and society, covering both financial and non-financial needs. Non-financial needs such as healthcare, high-end lifestyles, and tax and legal consulting are rising.</p><p>From this perspective, while the market is expanding rapidly, banks can also find different ways out by combining their own advantages. Some foreign banks, including HSBC, have advantages in their global network and asset resources, as well as a century-long tradition of service accumulation, while domestic banks can seek more breakthroughs in industry, scenarios, ecosystems, and fintech.</p>","source":"lsy1571380844538","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>HSBC \"tail break\"</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nHSBC \"tail break\"\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\"> 馨金融</strong><span class=\"h-time small\">2021-05-31 14:14</span>\n</p>\n</h4>\n</header>\n<article>\n<p>1. \"Retreat\"</p><p>Recently, HSBC Holdings (hereinafter referred to as \"HSBC\") announced its exit from the US retail market and will focus on wealth management and international banking, which is currently awaiting regulatory approval.</p><p>Specific measures HSBC will take include ceasing retail banking services for U.S. individual customers, premium customers, and some premium wealth management customers (customers with account balances below $75,000), while simultaneously ceasing related business for all retail commercial banking customers (small businesses with turnover of $5 million or less).</p><p>HSBC currently operates only 20-25 of its 148 branches in the United States, which have been transformed into international wealth management centers to serve some high-net-worth clients. The relevant transactions are expected to be completed in the first quarter of 2022.</p><p>It's not just the US market; in early May, French media reported that HSBC was conducting a strategic assessment of its retail banking business in France and negotiating a potential sale.</p><p>Coincidentally, another long-established banking giant, Citigroup, recently made a similar strategic contraction. It announced its withdrawal from personal banking operations in 13 markets, including China, in order to focus resources and investments on businesses with greater scale and growth potential. The so-called growth potential mainly comes from its investment banking and wealth management businesses.</p><p>While the giants may seem to have significantly scaled back their business layouts, institutions in the capital market have given positive feedback—giving them \"buy\" ratings and raising their target prices. As of the market close on May 28, HSBC Holdings' share price regained HK$50 after a year, and its market capitalization returned to HK$1 trillion.</p><p>The sudden outbreak of the pandemic last year dealt a heavy blow to bank stocks – on April 1, 2020, HSBC Holdings announced that it would cancel its dividend payments for the fourth quarter of 2019 and the first three quarters of 2020, and stated that it would not conduct any share buybacks during the year. Considering that HSBC did not cancel its dividend payments during the 2008 financial crisis, many people's investment confidence even collapsed as a result.</p><p>However, the decline in HSBC's share price cannot be entirely attributed to the pandemic. HSBC's \"crisis\" had already emerged long before the pandemic spread on a large scale. Last February, HSBC announced a large-scale restructuring by 2022, with four main initiatives, including:</p><p><ul><li>Reduce risky assets totaling over $100 billion and invest more assets in projects with higher profit returns;</li><li>A $4.5 billion spending cut plan was launched;</li><li>Large-scale layoff plans;</li><li>And a streamlined and complex group structure, etc.</li></ul>The business suspensions and rising risks brought about by the pandemic have given banks another boost. In its latest shareholder statement, HSBC mentioned that the global environment underwent tremendous changes in 2020, and the company took the opportunity to accelerate the implementation of four strategic pillars, the most important of which is:</p><p>Focus on the Group's strengths to drive business growth. We aspire to establish a global leadership position in cross-border banking services required by major trade and capital corridors, and to become an industry leader in wealth management, particularly in Asia. Another important trend behind HSBC's divestment of some retail businesses is that the \"cost-effectiveness\" of retail credit business, as an important component of retail finance, is becoming increasingly lower. In particular, the pandemic has not subsided for a long time, and this part of the business has been greatly affected by the macroeconomic situation and fluctuations in the external environment. Not only has growth been slow, but asset quality has also shown a significant deterioration trend.</p><p>Retail finance has long been known as the \"ballast stone\" of banks, but people often overlook its internal structure and asset quality. If we only look at retail credit business, it is actually greatly affected by cycles. In comparison, wealth management business is the real \"weak cycle\" and light capital.</p><p>2. \"Focus\"</p><p>It's easy to see that HSBC's series of adjustments to the US retail market were already part of its restructuring plan, and the pandemic further accelerated their implementation. But there are two unavoidable questions: Why the United States? Why retail business?</p><p>HSBC also explained at the shareholders' meeting, emphasizing that its local mass market retail business in the United States remains a good business, but HSBC lacks the scale advantage needed to compete with local rivals.</p><p>In fact, HSBC's business in North America has been severely impacted since the financial crisis. In recent years, the 10-year Treasury Bond rate in the United States has been declining, once falling to zero. The narrowing interest rate spread has further squeezed banks' profit revenue in North America. HSBC USA's pre-tax profit as a percentage of the total has been declining, reaching only $168 million by 2020.</p><p>HSBC's performance in Europe has been even more dismal, not just in North America. Due to its long-term zero or even negative interest rate environment, HSBC suffered continuous losses in Europe starting in 2016, and by 2020, its pre-tax net loss in Europe had reached US$4.205 billion. HSBC also began to continuously adjust the focus of its global business several years ago.</p><p>At the same time, HSBC became a member of the Financial Stability Board's (FSB) list of global systemically important banks in 2013 and began to be subject to stricter risk standards.</p><p>Therefore, starting in 2014, HSBC began to shrink its risk-weighted assets. One of the measures it took was to continuously reduce its retail credit business, including its consumer credit and mortgage loan portfolio in the United States, as well as its previous investment portfolio in emerging markets.</p><p>From this perspective, high risk and low return are the fundamental reasons for HSBC's decision to withdraw from the US retail market, and investing huge amounts of money annually to maintain the operation of offline branches also contradicts the strategy of cutting costs.</p><p>HSBC's series of operations has only one purpose: to focus on high-growth, high-return regions and explore the most promising businesses.</p><p>In fact, the Group clearly put forward its development goal of \"returning to Asia Pacific\" in 2015, and in 2019, HSBC reiterated its layout in the Asia Pacific market.</p><p>In terms of profit contribution, HSBC Group's 2020 financial report shows that it achieved a cumulative pre-tax profit of US$8.777 billion in 2020. During the same period, the Asia-Pacific region achieved a pre-tax profit of US$12.832 billion, which is about 1.5 times that of the former. In other words, the Asia-Pacific region is currently HSBC's sole and most important profit engine.</p><p>When releasing its annual report earlier this year, HSBC further stated that it would shift its focus to the faster-growing Asian market and invest an additional $6 billion in its Asian business over five years.</p><p>Wealth management has become one of HSBC's key business focuses.</p><p><img src=\"https://static.tigerbbs.com/88b970ec370b88215d5cdcb9e3dd909d\" tg-width=\"1080\" tg-height=\"685\" referrerpolicy=\"no-referrer\"></p><p>One important reason is the tremendous opportunities presented by economic growth and increased residents' incomes in the Asia-Pacific region, especially in the Chinese market—retail banking and wealth management contributed nearly half of HSBC's customer deposits in 2019, with the vast majority of them coming from the Asia-Pacific region.</p><p><img src=\"https://static.tigerbbs.com/6dbd97eb1123fc4149ba9ff29b094e68\" tg-width=\"1080\" tg-height=\"812\" referrerpolicy=\"no-referrer\"></p><p>The development of fintech in the Asia-Pacific region has also brought new opportunities to banks. Not long ago, HSBC announced that its Payme APP has exceeded 2 million users in the three years since it launched in the Hong Kong market, and its market share has reached 70% in terms of individual-to-individual transaction amount. As a money transfer payment software, HSBC is also promoting its continued implementation at merchants.</p><p>However, overall, both HSBC's retention of some high-net-worth clients in the United States and its expansion in the Asia-Pacific region reveal its ambitions in high-net-worth clients and private banking. This includes plans to retain more than 20 international wealth management centers in the US market, in order to continue its coverage in the US market and become an important part of its international network.</p><p>As for the mainland market, HSBC entered the mainland market at the beginning of the century based on its \"Premier Wealth Management\" business, which provides services such as foreign currency deposits to high-net-worth clients. At that time, only those with a total deposit of more than US$50,000 could become \"Premier Clients\". HSBC then launched its private banking business in 2008, making $1 million the minimum threshold for opening a private account.</p><p>Today, high-net-worth clients are rapidly emerging in the Asia-Pacific region, especially in the Chinese market. According to the \"2021 China Private Wealth Report\" jointly released by China Merchants Bank and Bain & Company, in 2020, the total scale of personal investable assets in China reached RMB 241 trillion, and the number of high-net-worth individuals in China with investable assets of more than RMB 10 million reached 2.62 million.</p><p>With the macroeconomy continuing to improve, China's private wealth market has also ushered in a steady development trend. It is estimated that by the end of 2021, the number of high-net-worth individuals in China will approach 3 million, and the total investable assets will exceed 90 trillion yuan.</p><p>HSBC obviously won't miss this feast.</p><p>3. \"Competition\"</p><p>HSBC is not the only company plotting a wealth management feast in China.</p><p>Since my country released 11 measures to open up its financial sector in 2019, foreign banking giants have set their sights on China, a rapidly rising market. A clear trend is that wealth management giants can be seen among the shareholders of many bank wealth management subsidiaries.</p><p>In the 2020 financial reports of domestic banks, wealth management became a frequently used term and occupied an unprecedented strategic height. China Merchants Bank has set a \"comprehensive wealth management value chain\" as its next development goal, Industrial Bank has proposed to become a \"first-class wealth management bank in the entire market,\" and Shanghai Pudong Development Bank is committed to becoming the \"preferred bank for wealth management\"...</p><p>This is partly because the global banking industry is facing the impact of cyclical fluctuations and revenue pressure. As a business segment with weak cycles, high returns, and light capital, wealth management is the first choice for banks' transformation. In this respect, JPMorgan Chase's business performance in 2020, as a benchmark in the global banking industry, speaks volumes.</p><p>At the same time, wealth management, as the intersection of asset management, investment banking, retail, and corporate banking businesses, could revitalize the overall situation overnight, a choice many banks have been planning for years.</p><p>More competition between Chinese and foreign banks in the wealth management market, especially in high-net-worth clients and private banking services, may inevitably arise. They will face an emerging market that is changing dramatically and is full of challenges.</p><p>The aforementioned report mentioned that in 2021, the structure of China's high-net-worth individuals became more diverse and diverse. With the rapid development of new economies and industries such as the Internet and new energy, the equity appreciation effect boosted the rise of newly wealthy individuals.</p><p>At the same time, the needs of China's high-net-worth individuals are becoming more comprehensive and diversified. In addition to focusing on individual needs, they are also extending to the needs of families, businesses, and society, covering both financial and non-financial needs. Non-financial needs such as healthcare, high-end lifestyles, and tax and legal consulting are rising.</p><p>From this perspective, while the market is expanding rapidly, banks can also find different ways out by combining their own advantages. Some foreign banks, including HSBC, have advantages in their global network and asset resources, as well as a century-long tradition of service accumulation, while domestic banks can seek more breakthroughs in industry, scenarios, ecosystems, and fintech.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/n6JB9UtWTZmhu6Pk2CkKrQ\"> 馨金融</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/67bb9f6d22d097ff0cb960f84fc5dea3","relate_stocks":{"HSBC":"汇丰","00005":"汇丰控股"},"source_url":"https://mp.weixin.qq.com/s/n6JB9UtWTZmhu6Pk2CkKrQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168745337","content_text":"1、「撤退」\n最近，汇丰控股（下简称「汇丰」）宣布退出美国零售市场，同时将重点关注财富管理和国际银行业务，目前正等待监管机构批准。\n汇丰将采取的具体措施包括，停止为美国个人客户、高级客户及部分卓越理财客户（账户余额低于75000美元的客户）提供零售银行服务，与此同时，结束所有零售商业银行客户（营业额在500万美元及以下的小企业）的相关业务。\n而目前汇丰在美国运营的148家分支机构仅保留20-25家，并转变为国际财富管理中心，为部分高净值客户提供服务，相关交易预计将在2022年一季度完成。\n不只是美国市场，5月初，有法国媒体报道，汇丰正在对法国的零售银行业务进行战略评估，并就潜在出售进行谈判。\n无独有偶，另外一家老牌银行业巨头花旗也在前不久做出了类似的战略收缩。其宣布退出包括中国在内的13个市场的个人银行业务，目的是把资源和投资聚焦在更具规模和增长潜力的业务上。而所谓的增长潜力，主要来自其投行和财富管理业务。\n巨头们看似大幅收缩了业务布局，但在资本市场上，机构却纷纷给予了积极的反馈——给出了「买入」评级并上调目标价格。截止到5月28日收盘，汇丰控股时隔一年后股价重新站上50港元、市值重回万亿港元。\n去年突如其来的疫情给了银行股迎头一击——2020年4月1日，汇丰控股宣布，将取消2019年四季度和2020年前三季度的派息，并表示年内将不进行任何的购票回购。考虑到汇丰在2008年「金融海啸」时都未曾取消派息，许多人的投资信仰甚至因此坍塌。\n然而，汇丰的股价下跌并不能完全归咎于疫情。早在疫情大规模蔓延之前，汇丰的「危机」已经出现。去年2月，汇丰就曾宣布将于2022年之前进行大规模重组，重组计划主要有四大举措，包括：\n\n削减总量超过1000亿美元的风险资产，将更多资产投入到利润回报更高的项目中去；\n推出45亿美元的削减支出计划；\n大规模的裁员计划；\n以及精简复杂的集团架构等。\n\n疫情带来的业务停止、风险攀升又推了银行一把，汇丰在最新发布的股东在大会声明中提到，2020年全球环境经历巨大变化，公司趁机加快执行四大策略支柱，其中最重要的一大支柱就是：\n\n 专注集团优势，推动业务增长。期望在主要贸易及资金走廊所需的跨境银行服务上建立全球领导地位，并成为财富管理（特别是在亚洲）方面的业界翘楚。\n\n汇丰割舍部分零售业务的背后还有一个重要的趋势，作为零售金融的重要组成部分，零售信贷业务的「性价比」正在变得越来越低。尤其，疫情久久未能平息，这部分业务受宏观经济形势和外部环境波动的影响极大，不仅增长缓慢，资产质量也有大幅恶化的趋势。\n零售金融素来有银行「压舱石」的美誉，但大家往往忽略了它的内在结构和资产质量，如果单看零售信贷类业务，其实受周期影响很大，相较之下，财富管理业务才是真正的「弱周期」且轻资本。\n2、「聚焦」\n不难发现，汇丰针对美国零售市场做出的一系列调整本就在重组计划之内，而疫情进一步加速了其落地的进度。但不可回避的问题有两个：为什么是美国？为什么是零售业务？\n汇丰在股东大会中也有所解释，他们强调，美国本地大众市场零售业务依然是一项良好的业务，但汇丰缺乏与当地对手竞争所需的规模优势。\n事实上，从金融危机之后，汇丰在北美的业务就受到了极大冲击。近年来，美国十年期国债利率不断降低，一度下滑至零利率，息差的缩小又进一步压缩了银行在北美的利润收入。汇丰美国的除税前利润占整体比重不断下降，到2020年只有1.68亿美元。\n不只是北美，汇丰在欧洲的业绩表现更加惨不忍睹。由于其长期的零利率甚至负利率环境，从2016年开始汇丰在欧洲持续亏损，到2020年，其欧洲地区除税前净亏损高达42.05亿美元。汇丰也在几年前就开始持续调整全球业务的发展重心。\n与此同时，汇丰在2013年成为为金融稳定委员会（FSB）的全球系统重要银行名单中的一员，开始受到更加严苛的风险标准约束。\n因此，从2014年开始，汇丰开始收缩风险加权资产，其采取的措施之一就是不断压缩零售信贷业务，包括美国的消费信贷和按揭贷款组合，以及其此前其在新兴市场进行的投资布局。\n从这个角度看，高风险与低回报是汇丰决心退出美国零售市场的根本原因，每年投入巨额成本维持线下网点的运营也与削减开支的策略相违背。\n汇丰这一系列操作的目的只有一个，就是专注于高增长、高回报的地区，挖掘最具潜力的业务。\n事实上，集团在2015年就明确提出了「重回亚太」的发展目标，到2019年，汇丰再次重申其在亚太市场的布局。\n从利润贡献来看，汇丰集团2020年财报显示，2020年累计实现除税前利润87.77亿美元，同期，亚太地区实现除税前利润128.32亿美元，大约是前者的1.5倍。换言之，眼下亚太地区是汇丰唯一也是最重要的利润引擎。\n而在今年初披露年报时，汇丰也进一步提出，未来将重心转向增长更快的亚洲市场，五年内将向亚洲业务追加投资60亿美元。\n在汇丰的布局中，财富管理业务成为了业务重点之一。\n\n一个重要的原因是，亚太地区，尤其是中国市场的经济增长、居民收入增加带来了巨大的机会——在汇丰2019年的客户存款中，零售银行及财富管理业务贡献了接近的半数的存款来源，而其中的绝大部分都来自亚太地区。\n\n而金融科技在亚太地区的发展也给银行带来了新的机会——不久前汇丰宣布，其在香港市场推出Payme APP三年来用户数已经突破200万，以个人对个人交易金额计算，市场份额达到70%。作为一款转账支付软件，汇丰还在推动其商户端的持续落地。\n但从整体来看来看，无论是在美国保留部分高净值客户，还是汇丰在亚太区的布局，都透露出其在高净值客户以及私人银行业务上的野心。包括在美国市场将保留超过20家国际财富管理中心的计划，也是为了持续在美国市场的覆盖，成为其国际网络的重要一环。\n就内地市场而言，汇丰在世纪初进入内地市场就是依托「卓越理财」业务，即为高净值客户提供外币存款等服务，彼时只有存款总额达到5万美元以上才能成为「卓越客户」。而后汇丰在2008年启动私人银行业务，100万美元成为开设私人账户的最低门槛。\n到今天，亚太地区，尤其是中国市场上，高净值客户群体迅速崛起。根据招行和贝恩公司联合发布的《2021中国私人财富报告》，2020年，中国个人可投资资产总规模达241万亿人民币，可投资资产在1000万人民币以上的中国高净值人群数量达262万人。\n在宏观经济持续向好的前提下，中国私人财富市场也迎来稳健发展态势。预计到2021年底，中国高净值人群数量预计接近300万人，可投资资产总规模将突破90万亿。\n汇丰显然不会错过这一场盛宴。\n3、「竞争」\n图谋中国财富管理盛宴的不只是汇丰一家。\n自2019年我国发布了11条金融业对外开放措施之后，国外银行业巨头都瞄准了中国这个快速崛起中的市场。一个鲜明的趋势是，多家银行理财子公司的股东中都可以看到财富管理巨头的身影。\n而在国内银行的2020年财报中，财富管理也成为了一个高频词，并且占据了前所未有的战略高度。招行将「大财富管理价值循环链」作为下一阶段发展目标、兴业银行提出要成为「全市场一流的财富管理银行」、浦发银行致力于打造「财富管理首选银行」……\n这一方面是因为全球银行业都面临着周期震荡的冲击和营收压力，财富管理业务作为一个弱周期、高收益、轻资本的业务板块，是银行转型的首选。在这一点上，摩根大通作为全球银行业的标杆，在2020年的业务表现已经很能说明问题。\n与此同时，财富管理业务作为资管、投行、零售、对公业务的交叉点，一朝落子，可能盘活全局，这也是许多银行筹谋多年后的选择。\n中外银行在财富管理市场上，尤其是高净值客户与私人银行服务方面，或许不可避免地将产生更多竞争。而它们将面对的是一个正在剧烈变化，同时充满挑战的新兴市场。\n前述报告提到，2021年，中国高净值人群结构更加丰富多元，伴随着互联网、新能源等新经济、新行业发展迅猛，股权增值效应助推新富人群崛起。\n与此同时，中国高净值人群需求的综合化、多元化程度加深，在关注个人需求之外，还延伸到家庭、企业、社会需求，涵盖金融及非金融需求，医疗健康、高端生活方式、税务法律咨询等非金融需求崛起。\n从这个角度来看，市场蛋糕迅速膨胀的同时，各家银行也可以结合自身优势找到不同的出路。包括汇丰在内的一些外资银行优势在于全球布局的网络和资产资源、百年传承的服务积累等，而国内银行业则可以从产业、场景、生态与金融科技中寻求更多突破。","news_type":1,"symbols_score_info":{"HSBC":0.9,"00005":0.9}},"isVote":1,"tweetType":1,"viewCount":5590,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}