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一周前瞻 | 腾讯、蔚来、中芯国际等财报来袭;特斯拉劲敌Rivian周三上市

Weekly outlook | Financial reports from Tencent, NIO, SMIC, etc. hit; Tesla rival Rivian went public on Wednesday

富途資訊 ·  Nov 7, 2021 16:48

This week (11.8-11.12) blockbuster financial events:

1. Major events: Powell, chairman of the Federal Reserve, will speak at the diversity conference and EIA will release its monthly short-term energy outlook report.

2. A number of important data are gathered: the monthly CPI rate in October, the number of initial jobless claims in the current week, the unseasonally adjusted annual rate of EIA, the current week's PPI natural gas inventory, and the preliminary value of the University of Michigan Consumer confidence Index in November.

3. In terms of financial reports, popular companies such as KE Holdings Inc., Roblox, Virgin Galaxy, PayPal Holdings Inc, NIO Inc. Automobile, fuboTV, Unity, Tencent, Semiconductor Manufacturing International Corporation and other popular companies have gathered to attack.

4. In terms of new shares, Hongcheng Environmental Technology, an Neng Logistics, Youji Group and Tesla, Inc. 's arch-rival Rivian will be listed this week.

Monday November eighth

Key words: North American Winter time, Roblox/ KE Holdings Inc. / Tencent Music / Virgin Galactic Financial report, Youji Group listing

Monday,When winter began in North America, the opening of US stocks was delayed by an hour.The specific trading time is adjusted as follows:

The continuous trading time of US stocks has been adjusted to 22:30-05:00 (Beijing time)

Pre-market trading is from 17:00 to 22:30 (Beijing time)

05:00-09:00 after hours trading (Beijing time)

At the same time, the trading time of US futures contracts has also been delayed by one hour. For more details, please seeTrading time

Financial report$Roblox (RBLX.US) $$AMC cinema line (AMC.US) $$KE Holdings Inc. (BEKE.US) $$Tencent Music (TME.US) $$Arena Technology (YALA.US) $Virgin Galactic (SPCE.US) $And other companies will release the latest quarterly results.

In terms of new shares, online short video marketing solution service provider$Youji Group (01948.HK) $Will be listed in Hong Kong.

Youji Group, which has been in operation since 2018, mainly provides one-stop cross-media online marketing solutions through media partners to generate revenue by marketing its products and services for advertisers and customers.

According to iResearch, in 2020, according to the total bill generated by online short video advertisements placed on online media platforms, Youmoment Interactive is the second largest online marketing service provider in China, with a market share of about 3%. According to the total ledger generated by advertisements placed on the online short video platform, the company is the second largest online marketing service provider in China, with a market share of about 3.9%. According to the general ledger generated by ads placed on the online short video platform by advertisers on the integrated e-commerce platform, the company is the largest online marketing service provider in China, with a market share of about 16%.

Tuesday November ninth

Key words: American PPI, Federal Reserve Chairman Powell's speech, BioNTech/Unity/Fubo/PayPal/ NIO Inc. Financial report

Tuesday, in terms of data, Asian session, focusThe annual rate of M2 money supply in ChinaDuring the New York session, followUs NFIB small Business confidence Index, US PPI monthly rate

Incident aspectPowell, chairman of the Federal Reserve, will speak at the diversity conference jointly organized by the Federal Reserve, the European Central Bank and the Bank of Canada on the same day.

Financial report$BioNTech (BNTX.US) $$Palantir Technologies (PLTR.US) $$Unity Software (U.US) $$FuboTV (FUBO.US) $$PayPal Holdings Inc (PYPL.US) $$NIO Inc. (NIO.US) $And other companies will release the latest quarterly results.

NIO Inc.Q3 results will be released after trading on November 9, EST (November 10, Beijing time). Deutsche Bank recently released a research report, it is expected that Q3 NIO Inc. will achieve an income of 9.33 billion yuan. In addition, it is also predicted that NIO Inc. management Q4 will give delivery guidelines for 24000-25000 vehicles.

In response to this financial report and future development, Deutsche Bank analyst Edison Yu is generally optimistic in the latest report on Thursday. The bank believes that NIO Inc. management will not make a comprehensive update of its existing models next year, but believes it can still compete with the most competitive German luxury models.

According to the latest delivery forecast, Deutsche Bank raised NIO Inc. 's target price by $10 to $70.

Wednesday November tenth

Keywords: China CPI annual rate, US unseasonally adjusted CPI annual rate, Tencent / Walt Disney Company financial report, Beijing Jiaye /Rivianbe listed

Wednesday, in terms of data, Asian session, focusAnnual rate of CPI in ChinaDuring the New York session, followUs unseasonally adjusted CPI annualized rate (%)The number of Americans applying for unemployment benefits at the beginning of the week (ten thousand)EIA crude Oil inventory in the United States this weekWaiting for big economic data.

In terms of the incident, we are concerned about what was announced on the same day.EIA monthly short-term Energy Outlook report

Financial report$Tencent (00700.HK) $$Affirm Holdings (AFRM.US) $$SoFi Technologies (SOFI.US) $$Walt Disney Company (DIS.US) $The latest quarterly results will be released.

In terms of new shares, Tesla, Inc. is a strong rival.$Rivian (RIVN.US) $Integrated operator of property management serviceBeijing Jiaye (02210.HK) $Will be listed on the same day.

Beijing JiayeIt is a national well-known property management brand and the first property management service provider to enter Beijing hutong property management. It undertakes the property management and related services of influential projects such as the National Stadium (Bird's Nest), government office buildings, enterprise groups controlled by SASAC and so on.

In terms of financial data, the company's total revenue from fiscal year 2018 to fiscal year 2020 was 918 million yuan, 1.045 billion yuan and 1.091 billion yuan respectively, with a compound annual growth rate of 9%. In the same period, net profit was 41.377 million yuan, 51.119 million yuan and 68.757 million yuan, with a compound annual growth rate of 28.9%. In the first four months of 2021, the company recorded a total revenue of 478 million yuan and a net profit of 38.373 million yuan.

Rivian, an electric vehicle startupIn the past three years, it has received a total of more than 10 billion US dollars in financing; at the same time, it has also won the favor of Ford, Amazon.Com Inc and Cox.

Rivian's electric vehicles are all pick-up trucks: R1T and R1S. According to public data, American pick-up trucks and SUV account for 70% of the new car market, and compared with electric sedan cars, American pick-up trucks are the largest electric vehicle market segment. According to the prospectus, the company's R1T and R1S had won nearly 50, 000 pre-orders by the end of September, as well as 100000 EDV orders placed by Amazon.Com Inc, totaling 150000.

Thursday November eleventh

Key words: annual electricity consumption rate of the whole society in China, Semiconductor Manufacturing International Corporation / Hua Hong Semiconductor / AAC Technologies Holdings Inc. Financial report, Hongcheng Environmental Protection Technology / an Neng Logistics listing

On Thursday, on the data side, focus on the annual rate of electricity consumption in China and the week's EIA natural gas inventory in the United States.

Financial report$Semiconductor Manufacturing International Corporation (00981.HK) $$Hua Hong Semiconductor (01347.HK) $$AAC Technologies Holdings Inc. (02018.HK) $$Weibo Corp (WB.US) $The latest quarterly results will be released.

In terms of new shares, Gold Mine Hazardous waste treatment CompanyHongcheng Environmental Technology (02265.HK) $$an Neng Logistics (09956.HK) $Will be listed in Hong Kong.

Hongcheng environmental protection technologyMargin subscription reached 18.02 times, with a financing subscription of HK $667 million.

An Neng logisticsFounded in 2010, it is a national AAAAA-level integrated service-oriented logistics enterprise, mainly distributed in the less-than-truckload express market. At present, an Neng Logistics operates China's market-leading express network. It aims at the less-than-truckload freight subdivision track with relative room for improvement in the freight industry for more than a decade, and has grown into a leading truckload express network service provider in China's truckload market.

Friday November twelfth

Keywords: initial value of University of Michigan Consumer confidence Index, AstraZeneca PLC Financial report, Bette Group holding listing

Friday, followPreliminary value of Consumer confidence Index of University of MichiganThe US consumer confidence index remained low in October, suggesting that US consumer confidence is still much lower than it was before the outbreak in early 2020, despite persistent supply chain bottlenecks and high inflation.

In terms of new shares$Bette Group Holdings (01491.HK) $Listed in Hong Kong on the same day.

Bette Group Holdings has received 5.09 times of margin subscription and HK $89 million in financing. The company is mainly engaged in designing, developing, manufacturing and selling all kinds of commonly used household necessities.

Edit / irisz

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