share_log

一周前瞻 | 狂欢周!亚马逊、特斯拉、波音、微软财报来了

Weekly Preview | Carnival Week! The financial reports of Amazon, Tesla, Boeing, and Microsoft are here

富途资讯 ·  Oct 20, 2019 18:08  · 发现

Next week's blockbuster financial events will hit:

Earnings Carnival week! Amazon.Com Inc, Tesla, Inc., Boeing Co and Microsoft Corp came together to attack.

Blockbuster economic data will be announced: the latest LPR quotes in China and house prices in 70 cities in September, and new home sales in the United States in September.

The European Central Bank announces the interest rate decision and the initial PMI data of many countries in the euro zone will be released.

NetEase, Inc youdao landed on the New York Stock Exchange on October 25th!

Monday October twenty _ first

Key words:LPRThe latest quotation; China Unicom's financial report

Monday (21st)LPR (loan quotation rate) will usher in the latest offer

Lian Ping, chief economist of Bank of Communications, said in an interview with the media.LPR is expected to decline further next week, but not by much.At least lower 10bp, which will further push interest rates down. At present, the world's major economies have entered the interest rate reduction cycle, the ECB has announced a package of easing policies, and the Federal Reserve is expected to cut interest rates by 25bp at the end of October. The trend of further decline in interest rates in China will not change in the short term, but China will cut interest rates according to its own needs. "Lian Ping said.

The performance of economic data is relatively lackluster.The quoted interest rate of China's one-year loan market in October and the monthly report on housing sales prices in 70 large and medium-sized cities released by the National Bureau of StatisticsIn addition, Germany's monthly rate of PPI in September. Others mainly focus on Japan's trade account data.

In terms of financial statements, Hong Kong stocks$China Unicom (00762.HK) $The financial report will be released.

Tuesday October twenty _ second

Key words:Existing home sales data in the United States, McDonald's Corp / Procter & Gamble Co / New Oriental Education & Technology Group / Snap Inc Financial report

On Tuesday (22nd), economic data is also limited, so investors need to pay attention to it.UK industrial data, US existing home sales dataRecently, a number of data in the United States have performed poorly. In addition,Canadian Retail sales dataIt is also worth paying attention to. Recently, the Canadian economy has shown resilience, and the Canadian dollar has gradually risen, hitting a three-month high.

The star company's financial reports gathered on Tuesday:$McDonald's Corp (MCD.US) $$Procter & Gamble Co (PG.US) $And China-listed stocks$New Oriental Education & Technology Group (EDU.US) $The financial report will be announced before the trading.$Snap Inc (SNAP.US) $$Skage (SKX.US) $The results will be announced after trading.

Snap Inc: analysts generally estimate that the company has 207 million daily active users worldwide and revenue of 435 million US dollars.Nomura expects little difference, with 206 million daily active users and revenue of $434 million.

Today, the US stock market will usher in a new stock: high-performance sportswear and equipment designers and manufacturers$HYLETE, Inc. (HYLT.US) $It will debut on Nasdaq at an offering price of $8.10-$10.00, issue 1.7 million shares, raise $15 million, and be underwritten by Maxim Group LLC.

Wednesday October twenty _ third

Key words:Two major crude oil inventory data, Boeing Co / Tesla, Inc. / Microsoft Corp financial report

Investors mainly focused on Wednesday.Two major crude oil inventory dataThe previous two major crude oil inventory data are higher than expected, putting some pressure on oil prices.

In addition, we need to focus on a series of blockbuster financial reports:$Boeing Co (BA.US) $$Tesla, Inc. (TSLA.US) $$Microsoft Corp (MSFT.US) $$Ford Motor (F.US) $

Boeing Co's Q3 profit may plummet 40% from the same period last year:Boeing Co's financial report focuses on the latest 737 Max and its estimated return time. Several analysts expect Boeing Co's third-quarter profit to fall 40% year-on-year and revenue to fall 22%. The 737 Max has been grounded worldwide since March, and the date for its return is still uncertain, from summer to autumn and may now be postponed to early 2020.

Tesla, Inc. reported that car delivery is still the key:The number of vehicles delivered is a key indicator, because Tesla, Inc. can fully realize sales revenue only when consumers receive the vehicles they ordered from Tesla, Inc.. The good news for Tesla, Inc. is that demand for his products remains strong. Earlier this month, Tesla, Inc. announced that it delivered 97000 vehicles in the third quarter, an increase of nearly 39 per cent over the same period in 2018.

Thursday October twenty _ fourth

Key words:ECB interest rate resolution,Amazon.Com Inc /Twitter/Intel Corp / Ping An Insurance / Vanke Financial report

Thursday (the 24th) is the most critical and busy week next week. There will be a big one on Thursday.ECB interest rate resolutionIn addition, there are initial PMI data from many countries in the euro zone and the United States, which will have a certain impact on the foreign exchange market and the gold market. Given that the eurozone economy is weak and the US economy is turning downwards, any higher-than-expected data is likely to cause greater volatility in the foreign exchange market.

The ECB is due to hold a monetary policy meeting and is widely expected to stand still this month following the massive stimulus measures launched in September.

Thursday continued to usher in a series of blockbuster corporate financial reports: the two giants of Hong Kong stocks$Ping An Insurance (02318.HK) $$China Vanke (02202.HK) $In terms of US stocks$Twitter (TWTR.US) $$TAL Education Group (TAL.US) $Nokia (NOK.US) $The financial report will be announced before the trading.$Amazon.Com Inc (AMZN.US) $$Intel Corp (INTC.US) $The results will be announced after trading.

Amazon.Com Inc: analysts generally expect earnings per share of $4.53 and revenue of $68.82 billion.

The increase in online stores, same-day delivery and easier growth in international sales are all favorable factors for Amazon.Com Inc, said analyst Walmsley. He also believes that AWS's related sales and marketing investments in the first half of the year should bring dividends and help stabilize its growth in the second half of the year.

Twitter: analysts generally expect Twitter to reach 334 million daily active users and revenue of $874 million.Nomura's expectations are relatively low, with 142 million daily active users and $871 million in revenue.

Analyst Kelley said expectations for the company are relatively high, and video is expected to remain the focus and the current trend in the international market.

Friday October twenty _ fifth

Key words: Budweiser Brewing Company APAC Limited / Anheuser-Busch Inbev SA Financial report; NetEase, Inc youdao listing

Economic data will be released on Friday.German consumer confidence index and IFO business climate indexWhich could have further impact on the euro. The German economy has been weak so far this year, which has also put pressure on the euro, and Germany has also lowered its economic growth forecast for 2020. In addition, Russia's central bank will announce interest rate decisions.

In terms of financial statements, Hong Kong stocks$Budweiser Brewing Company APAC Limited (01876.HK) $And its parent company$Anheuser-Busch Inbev SA (BUD.US) $The financial results will be announced.

The US stock market will usher in a heavyweight Chinese-listed stock--$youdao (DAO.US) $

NetEase, Inc youdao updated its prospectus on Oct. 16 and will list on the New York Stock Exchange on Oct. 25, with a range of $15 to $18 under the ticker "DAO". NetEase, Inc youdao plans to issue 5.6 million shares of ADS, corresponding to a funding range of $84 million to $100.8 million. Among them, Ding Lei will subscribe for ADS of up to 20 million US dollars.

The prospectus shows that in the first half of 2019, Youdao, Inc achieved revenue of 549 million yuan, an increase of 67.7% over the same period last year. Youdao, Inc's net loss was 168 million yuan, and the net loss increased by 102.9% compared with the same period last year. For the whole of 2018, youdao had a total revenue of 731.6 million yuan and a net loss of 209 million yuan.

Attached: a chart of the release time of the recent financial report

Edit / emily

The translation is provided by third-party software.


The above content is for informational or educational purposes only and does not constitute any investment advice related to Futu. Although we strive to ensure the truthfulness, accuracy, and originality of all such content, we cannot guarantee it.
    Write a comment