Monday November first

Keywords: China Caixin Manufacturing PMI in October, US ISM Manufacturing PMI in October, NXP Financial report

Data aspectFocus onChina's Caixin manufacturing PMI, American ISM manufacturing PMI data。

U.S. manufacturing output unexpectedly fell for two months in a row last month, the biggest drop since February, and the data immediately sparked concerns about the U. S. economy. Supply bottlenecks continue to put more pressure on manufacturing production and are hampering economic growth, so the market is more likely to look for signs of a slowdown in the US economy from the following data.

In terms of financial statements, you can pay attention toGao Xin Retail (06808.HK) $、NXP (NXPI.US) $。

In addition, there will be on Monday$minimally invasive robot-B (02252.HK) $It's a dark deal.

Tuesday November second

Key words: Pfizer Inc financial report, minimally invasive machineUtensil / Liantuo Biology listed

On Tuesday, a number of companies will release their latest quarterly results:$The Estee Lauder Companies Inc (EL.US) $、$ConocoPhillips (COP.US) $、Activision Blizzard (ATVI.US) $、$Pfizer Inc (PFE.US) $、$BP P.L.C. (BP.US) $。

In terms of new shares$minimally invasive robot-B (02252.HK) $、$Liantuo (LIAN.US) $Will be listed on the same day.

Minimally invasive robotHeavily subscribed at the IPO stage, margin subscription reached 81.57 times, with a financing subscription of HK $12.756 billion.The company is the only company in the global industry with a portfolio of five major and fast-growing surgical specialties, namely endoscopy, orthopaedics, panvascular, natural lumen and percutaneous puncture surgery.

For the years ended 31 December 2019 and 2020, and for the six months ended 30 June 2020 and 2021, the Company recorded net losses of RMB69.801 million, 209 million, 48.966 million and 243 million respectively, mainly due to the company's R & D costs and administrative expenses.

Liantuo Biology is a multinational biopharmaceutical company.Since its establishment, Liantuo Bio's product pipeline has included 9 candidate products, covering cardiovascular and kidney, oncology, ophthalmology, inflammatory diseases and respiratory indications, most of which have been in the late stage and have been clinically verified.

In its prospectus, Liantuo emphasized that as the second largest pharmaceutical market in the world, China's strategic position is becoming more and more important, while there are still certain challenges for western biopharmaceutical companies to enter the Chinese market. Therefore, Liantuo's vision has become "the entrance for western biopharmaceutical companies to enter the Chinese market."

Wednesday November third

Key words:China Caixin Service Industry PMI, US ADP employment in October, Roku/ Qualcomm Inc earnings report, Allbirds listing

In terms of data, the Asian session, focus onPMI data of Caixin Service Industry in China. New York sessionInvestors focus onEmployment data of American small non-farm ADPThis data is an important guide to the performance of non-farm data this Friday。

In addition, investors should also pay attention to the US ISM non-manufacturing PMI, factory orders and other data, these data will bring fluctuations to the short-term trend of the market. However, before the Fed's decision in the evening, the market is expected to be more cautious.

Financial report$Qualcomm Inc (QCOM.US) $、$Roku Inc (ROKU.US) $、$Tucson Future (TSP.US) $、$Fastly (FSLY.US) $The latest quarterly results will be released.

Qualcomm IncFinancial results for the fourth quarter of fiscal year 2021 are about to be released. According to Qualcomm Inc's previous forecast, the CDMA Technology Group Q4 revenue will reach 7 billion-7.5 billion US dollars, and the technology licensing group Q4 revenue will reach 1.45 billion-1.65 billion US dollars.

Overall, Q4 revenue is expected to be $8.4 billion-$9.2 billion and non-GAAP earnings of $2.15-$2.35 per share.

In terms of new shares, global lifestyle brands$Allbirds (BIRD.US) $Car sharing company$DELIMOBIL HOLDING S.A. (DMOB.US) $Real estate investment trust company$Claros Mortgage Trust, Inc. (CMTG.US) $Will be listed on the same day.

AllbirdsThe main business is the design and sale of footwear and clothing, and the main income still comes from footwear. With a new product category of environmentally friendly wool sneakers, it has grown into a unicorn enterprise only four years after its establishment. Allbirds has sold more than 8 million pairs of shoes to more than 4 million people in the past five years.

Allbirds is also favored by many well-known investment institutions. Prior to IPO, investors holding more than 5 per cent of shares included Tiger Global, Maveron, T.RowePrice, Fidelity and Lerer Hippeau Ventures.Actors Leonardo DiCaprio and NBA star Andre Iguodala have also become brand investors.

In 2020, Allbirds's revenue was $219 million, up 12.88% from $194 million in 2019, but the net loss widened from $14.53 million to $25.86 million, mainly due to increased transportation, logistics and operating costs during the epidemic. Allbirds's performance improved significantly in the first half of this year, with revenue of $118 million, up 27% from a year earlier.

Thursday November fourth

Key words:The Federal Reserve announces interest rate decisions,Federal Reserve Chairman Powell held a press conference

On Thursday, the Federal Reserve will release its interest rate decision (2: 00 a.m. Beijing time). Subsequently, Federal Reserve Chairman Powell will hold a press conference. The industry expects the Fed to announce a reduction in bond purchases and may send a signal of hawks, when the dollar index is likely to start a rally.

The industry pointed out that gold is still suppressed by the marginal tightening of the Fed's monetary policy, but as previously or fully expected, even if the Fed starts the expected tightening policy, it will have little negative impact on gold, and gold may usher in the road to bottom.

Financial report$UBER TECHNOLOGIES INC (UBER.US) $、$Airbnb (ABNB.US) $、Novax Pharmaceutical (NVAX.US) $$Moderna Inc (MRNA.US) $,$Lenovo Group Limited (00992.HK) $、$BeiGene, Ltd. (06160.HK) $The latest quarterly results will be released.

In terms of new shares, there are financial technology companies.$NerdWallet (NRDS.US) $, furniture and household goods retailers$Arhaus, Inc. (ARHS.US) $Drug Discovery Company$Evotec SE (EVO.US) $Wait for new shares.

In additionThere will be on ThursdayEagle pupil Technology-B (02251.HK) $、$clover organism-B (02197.HK) $It's a dark deal.

Friday November fifth

Key words: us non-farm payrolls after seasonal adjustment in October, Eagle pupil Technology / Clover Biology listing

Friday,The U.S. Department of Labor will announce non-farmers in October.While the report may not affect Thursday's decision, it will still affect the Fed's expectations of future rate hikes. If the October non-farm payrolls data is stronger than expected, it could enable the Fed to meet the conditions for raising interest rates more quickly.

In terms of new sharesEagle pupil Technology-B (02251.HK) $、$clover organism-B (02197.HK) $Will be listed in Hong Kong.

Eagle pupil technologyIs a medical device company based on artificial intelligence. So far, Eagle pupil has 154 patents, patent applications and PCT applications, 24 of which are related to the company's core products, according to the prospectus. If the listing is successfulIt is expected to become the "first share of medical AI"。

The company's current sources of revenue include the provision of artificial intelligence-based software solutions, hardware sales and other services.

In 2019 and 2020, the company recorded revenue of 30.415 million yuan and 47.672 million yuan, while net losses of 87.139 million yuan and 79.626 million yuan in the same period. In the first six months of 2021, the company recorded revenue of 49.477 million yuan, an increase of nearly 660% over the same period last year, and a net loss of 37.49 million yuan, narrowing from 48.775 million yuan in the same period last year.