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一周前瞻 | 重磅数据及事件一览表

Weekly preview | A list of major statistics and events

富途资讯 ·  Nov 10, 2019 17:23

Next week's blockbuster financial events will hit:

Tencent 、JD.com 、The financial reports of Sina and Weibo Corp hit in a pile.

Terrorist dataUs retail sales figures for October are about to be released.

The House Intelligence Committee has held its first public hearing on the impeachment investigation into President Donald Trump.

The annual e-commerce carnival "Singles' Day" will begin. Are you ready to chop your hands?

China Feihe Limited and Chinese antibodies will be listed in Hong Kong.

Monday November eleventh

Key words:"double 11" Carnival, Tencent Music Financial report,89bio goes public

Monday (November 11) overall market economy data are relatively flat, mainly from Japan and the United Kingdom.The UK will release a series of economic data at 17:30, including GDP in the third quarter, UK industrial output in September, UK merchandise trade account in September, and so on. At that time, it will have an impact on the trend of the pound, and the improvement of the UK data will be good for the pound.

The annual e-commerce carnival "Singles' Day" will come next Monday. This year's "double 11", Tmall, JD.com, SUNING, NetEase, Inc koala and other e-commerce network platforms launched a variety of activities in the warm-up phase, among which preferential subsidies are still the main method of play for all platforms this year. Tmall claims to save users at least 50 billion, offering 200000 brand discounts; JD.com launched a "super 10 billion subsidy"; SUNING and joint manufacturers launched a 10 billion subsidy program; Pinduoduo provided 10 billion subsidies and unlimited consumer subsidies. Sales are expected to hit a new high this year, and related e-commerce concept stocks, logistics, clothing and clothing, maternal and child products and other related industrial chain stocks will get trading opportunities.

At the same time, as the first "double 11" after the implementation of the e-commerce law, recently, many functional departments have set off an upsurge of interviews with e-commerce, in view of the possible chaos of "double 11", read a "hoop spell" on the e-commerce platform. A few days ago, the State Administration of Radio, Television and Television has issued a notice saying that the language of online audio-visual e-commerce live programs and advertising programs should be civilized and standardized, and should not be exaggerated, fraudulent or mislead consumers.

In terms of financial results, Tencent Music, a Chinese stock, will release Q3 financial results.It is worth noting that Tencent Music completed the social music realization of Jay Chou's "promise not to cry" in Q3, tried the economic audio-visual linkage of fans of "Chen Ling", and further strengthened the cash realization ability. According to Bloomberg guidelines, the company's Q3 revenue will reach 6.461 billion yuan, with an adjusted net profit of 1.062 billion yuan.

In terms of new shares, 89bio will be listed on Nasdaq on Monday. Founded in 2018, 89 Bio is a first-phase biotechnology company developing treatments for NASH and other metabolic diseases and plans to raise $70 million by issuing 4.4 million shares at an offering price of between $15 and $17. 89 Biology has a market value of US $210 million.

Tuesday November twelfth

Key words: UK unemployment rate in October, Semiconductor Manufacturing International Corporation / HUYA Inc. earnings report, Chinese antibody listing

The relevant economic data on Tuesday (November 12) occurred mainly in the euro area.The unemployment rate in Britain in October, the small business confidence index in the United States, etc. With particular attention to the UK unemployment rate, hiring demand from UK employers in October was the lowest in nearly eight years, highlighting the Bank of England's suspicion that the labour market may have lost its strength.

In terms of financial results, it is recommended to pay attention to Hong Kong stocks Semiconductor Manufacturing International Corporation, US stocks US-listed Chinese stocks JOYY Inc era and HUYA Inc.. Semiconductor Manufacturing International Corporation has been in turmoil in recent days. On November 7, foreign media reported that ASML, one of the world's largest semiconductor equipment manufacturers, may have delayed delivery to Semiconductor Manufacturing International Corporation, resulting in Semiconductor Manufacturing International Corporation's dive of more than 4% that day. Investors need to keep a close eye on things.

In terms of Hong Kong stocks, China antibody is expected to be listed on November 12. China Antibody Pharmaceutical, founded in Hong Kong in 2001, is a Hong Kong biomedical company dedicated to the research, development, production and commercialization of antibodies and other biological agents for the treatment of autoimmune diseases. So far, the company's product portfolio includes two drugs in development at different stages of clinical trials and four drugs in development at the stage of new drug research.

Wednesday November thirteenth

Key words:TrumpImpeachment investigation hearings,Tencent / LUCKN COFFEE DRC Financial report, China Feihe Limited listed

There was a spate of big events on Wednesday (November 13).

In terms of economic data, New Zealand will announce its monetary policy statement on the Fed's interest rate decision until November 13. The Fed of New Zealand is the opener of the global interest rate cut cycle and is expected to cut rates further in November. The central bank has cut interest rates twice before, and the cumulative rate cut is the same as that of the Federal Reserve.

A major event cannot be ignored today when the House Intelligence Committee held its first public hearing on President Trump's impeachment investigation. Members of Congress said that three US diplomats who have raised objections to President Trump's relations with Ukraine will be the protagonists of the impeachment hearing against Trump. The hearing will be a prelude to the impeachment clause being put to a vote in the House of Representatives.

If the Democratic-controlled House of Representatives votes to impeach Trump, the Republican-controlled Senate will then decide whether to remove Trump.So far, Republicans in the Senate have no intention of removing Trump.

In terms of financial statements, Tencent's financial reports hit heavily.Tencent will release unaudited results and announcements for the third quarter ended September 30, 2019. After the release of the results, Tencent's management team will hold an earnings conference call at 8: 00 p.m. on November 13, Beijing time (7: 00 a.m. et). In addition, Chinese stocks LUCKN COFFEE DRC, Vipshop Holdings Limited, 58.com and so on will also release their results today, please look forward to it.

In terms of new shares, China Feihe Limited, a maker of infant formula, will be listed today.According to the latest news, Chuanfeihe Dairy may be priced at HK $7.50 and raise about HK $6.7 billion. According to the latest news, China Feihe Limited will limit the price below.Yuan pricing, equivalent to 12.2 times forecast 2020 earnings, is expected to raise about HK $6.7 billion. The source pointed out that China Feihe Limited had the conditions to raise the pricing of the IPO, but in order to attract high-quality investors and hope that the shares would perform better after listing, he had no choice but to lower the pricing.

According to the IPO pricing, the market capitalization of Feihe Dairy is expected to be about 66.3 billion yuan after listing.

Thursday November fourteenth

Key words: Walmart Inc / NVIDIA Corp / Weibo Corp / Sina Financial report, Powell speech

There were plenty of economic data on Thursday, focusing on the number of U.S. jobless claims that week. Federal Reserve Vice Chairman Clarida previously said that three interest rate cuts enable the US economy to better cope with the risk of a global economic slowdown and further defend keeping interest rates unchanged in the short term. In addition, the Fed's inflation indicator, the producer price index, will be released on Thursday.

In terms of central bank developments, Federal Reserve Chairman Powell will be focused by the market at the hearing on Thursday, and a number of Fed officials will make speeches within the week.

In terms of financial results, Hong Kong stocks Samsonite, US stocks Walmart Inc and NVIDIA Corp, US-listed stocks Weibo Corp and Sina all announce their results on this day, which is worth looking forward to.

Friday November fifteenth

Key words: American "terrorist data", JD.com Financial report

Friday (Nov. 15) is also busy, when the United States will release data on retail sales in the United States, known as "terrorist data" because of usually large fluctuations, after retail sales fell in September for the first time in seven months.

The Mate X, Huawei's first foldable full-screen 5G phone, will be launched today, with the 8+512GB version priced at 16999 yuan. A limited edition sale will be launched at 10:08 on November 15th at Huawei Mall.

现场直击 | 华为正式发布首款折叠手机Mate X,售价16999元

In terms of financial results, JD.com will announce financial results before the trading of US stocks. Prior to this, GF Securities Co., LTD. thought that JD.com 's Q3 MAU growth rate had rebounded sharply, effectively hedging external environmental pressure, and JD.com 's Q3 income was expected to grow steadily; in addition, JD.com 's low-line market was gradually opened to increase income and profit mining space. As a result, JD.com maintained its "buy" rating and gave it a target price of $37.70.

Edit / emily

The translation is provided by third-party software.


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