New Seatrium call warrant to trade potential rebound from 13-month low
📉Yesterday, $Seatrium Ltd(5E2.SI)$ shares closed at $1.96, its lowest level since 6 May 2025, adding to its 22% share price loss since April 2026 Seatrium has sharply underperformed, falling 6% over the past year compared to the 33% gain in the benchmark index and 56% surge in peer Keppel According to Bloomberg AskB, Seatrium's price action over the past year has been driven almost entirely by P/E de-rating, not Seatrium's earnings deterioration Seatrium's current 13x forward P/E represents a meaningful discount to Keppel and reflects the market's scepticism on near-term order momentum (Bloomberg) 📢Seatrium provided a first quarter business update two weeks ago on 29 May, reporting a net order book of S$15.5 billion across 24 projects, with deli
🚨Top mover alert: Alibaba sinks 6% on regulatory summons, competition worries and possible long-short trade unwinds
🔻 $BABA-W(09988)$ shares declined as much as 6.1% to HKD 106.10 today, and is currently trading 5.74% lower to HKD 107 as of 3PM It is the second worst performing stock on the Hang Seng Index today The stock is hit by a series of headlines: 1)Regulatory summons of various e-commerce platforms from Alibab to JD.com to Douyin and Xiaohongshu over misleading "618" promotions (MT Newswire) 2) Cloud and AI competitiveness concerns: according to Bloomberg, investors are questioning Alibaba's ability to benefit from China's data-center buildout, with concerns specifically around Huawei's competitive position in government-backed projects. This is on top of worries regarding pricing pressure on AI tokens which could erode Alibaba's margins 3) Possible un
SGX has delivered a standout outperformance over the past year, driven by Singapore's broad market reform agenda, share price volatility, and growing IPO interest $SGX(S68.SI)$’s share price is up 64% on a total return basis over the past year, far outperforming the benchmark index’s 32% return It has also outperformed the Singapore banks across the 1-month, 3-month, 6-month and 12-month time horizons (Bloomberg AskB) Macquarie’s trending SGX call warrant $SGX MB eCW260929(NFUW.SI)$ (https://warrants.com.sg/tools/HistoricalPerformance/NFUW) which was listed on 1 April 2026, is up 37.1% to SGD 0.085 since, compared to SGX’s 10.8% gain over the same period There is no trending put warrant tracking SGX
Read Dan's article published on 9 June 2026 for full disclaimers: https://www.linkedin.com/pulse/china-tech-back-conversation-dan-chang-c-s-%E5%BC%A0%E7%88%B5%E5%85%B4--u1rxc?utm_source=share&utm_medium=member_ios&utm_campaign=share_via The Market Moved On. Did China Tech? Markets have a habit of making yesterday's favourites look forgotten, until they aren't. Some years ago, before the clampdown by China authorities in 2021, almost every conversation seemed to revolve around China technology stocks. Alibaba, Tencent and Xiaomi were just some of the names that investors couldn't get enough of. Then the narrative changed. Regulatory concerns, slowing economic growth, property market challenges and geopolitical tensions gradually dampened sentiment towards China equities. At the same
LATEST: Alibaba, Baidu, BYD included in Pentagon Military List; China exports surge on AI demand
🔴Overnight, the US added Chinese companies including Alibaba, Baidu and BYD to their list of companies that the US administration believes are aiding Beijing's military (Reuters) According to Bloomberg Intelligence, the inclusion of the companies is poised to curtail their ability to expand overseas, particularly in the US, though the development is unlikely to affect near-term earnings 🌪Nevertheless, the latest inclusion signals an escalation in geopolitical tensions that will weigh on sentiment for China's largest listed technology companies The latest announcement comes less than a month after President Donald Trump met China's Xi Jinping on a visit to Beijing, where the two leaders maintained a delicate trade war truce (Reuters) Alibaba is trading 0.8% lower to HKD 117.90, Baidu up 0.3
Geely - new call warrant to trade Chinese EV outperformer
🆕Macquarie has listed a new call warrant $Geely MB eCW261103(IMOW.SI)$ (https://warrants.com.sg/tools/livematrix/IMOW) tracking $GEELY AUTO(00175)$ shares ✳The warrant is priced at SGD 0.038 while Geely trades at HKD 18.17, and will move approximately 5.3% for a 1% move in Geely shares, based on its effective gearing level of 5.3x this morning as of 925AM ✨At roughly flat year to date (-0.2%), Geely has meaningfully outperformed $BYD COMPANY(01211)$ (-10.8%), Li Auto (-15.7%), Xpeng (-22.8%), and the HSTECH Index (-17.1%), Only $NIO Inc. USD OV(NIO.SI)$ (+4.8%) has done better among this peer group, according to B