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一周前瞻 | 重磅财报周!特斯拉、微软登场,还有巴菲特爱喝的可口可乐

Weekly Preview | Big Earnings Week! Tesla, Microsoft debuted, and Buffett's favorite Coca Cola

富途资讯 ·  Jul 19, 2020 18:00  · Exclusive

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A major financial event will hit next week:

Coca-Cola Company, Microsoft Corp, Tesla, Inc., Twitter, American Airlines, Southwest Airlines and other major financial reports hit.

There will be new news about the vaccine, and the early trial data of the vaccine jointly conducted by AstraZeneca PLC and Oxford University will be announced soon.

The United States begins a new round of stimulus package discussions, which may be passed by the end of the month.

On the first anniversary of the opening of the market, Science and Technology Innovation Board welcomed the lifting of the ban on the sale of restricted shares.

With the adjustment of the compilation plan of the Shanghai Composite Index, the Science and Technology Innovation Board Index will be released soon.

Monday July twentieth

Key words: China's LPR, AstraZeneca PLC released vaccine trial data, the United States began a new round of stimulus package discussion

The people's Bank of China will release the latest loan market quoted interest rate (LPR). Industry insiders believe that, in accordance with past practice, the central bank keeps MLF interest rates stable, indicating that the possibility of a reduction in LPR interest rates in July is on the low side. The current one-year LPR is 3.85%, and the LPR for more than five years is 4.65%. On July 15, the central bank launched the 400 billion yuan medium-term loan facility (MLF) operation, with an interest rate of 2.95%, the same as the previous period.

According to Reuters, according to the medical journal Lancet,$AstraZeneca PLC (AZN.US) $Early human trial data for the vaccine candidate novel coronavirus, developed by the University of Oxford, will be released on July 20. It is reported that the candidate vaccine is already conducting large-scale phase III human trials to assess whether it can resist COVID-19, but the developers have not yet reported the results of the first phase of the trial showing whether the vaccine is safe or whether it induces an immune response.

Democrats and Republicans in the United States will begin negotiations on a new stimulus package this week. Funding for the increase in unemployment benefits in the United States and the small business payroll guarantee program will expire on July 31 and August 8, respectively. U.S. Treasury Secretary Steven Nuchin said earlier that the Trump administration and Senate leadership were discussing a new bill and pointed out that July 20 to July 31 is the time for the bill to be passed.

In terms of new shares, small US real estate developers$Harbor Custom Development Inc. (HCDI.US) $Log on to the National Stock Exchange, a regenerative medicine company that specializes in wound treatment and shell and soft tissue repair$ACell (ACLL.US) $Log on to NASDAQ.

Tuesday July twenty _ first

Key words: Coca-Cola Company / Snap/ Texas Instruments Inc / United Continental Airlines Financial report

More U.S. stocks reported results this week after financial stocks kicked off the earnings season. On Tuesday, we mainly focused on the results of four US stocks: Coca-Cola Company before trading and after trading.$Snap Inc (SNAP.US) $$Texas Instruments Inc (TXN.US) $United Continental Airlines (UAL.US) $

$Coca-Cola Company (KO.US) $Analysts expect Coca-Cola Company to earn 40 cents a share on revenue of $7.21 billion, according to FactSet, which will report Q2 results before Tuesday's trading. By comparison, earnings per share in the previous quarter were 51 cents, on revenue of $8.6 billion.

PepsiCo Inc, Coca-Cola Company's peer competitor, reported Q2 ahead of US stock trading on July 13: revenue of $15.95 billion was higher than market expectations, while net profit was $1.65 billion, down 19.12% from a year earlier. As for the weakness of the beverage business, management said it was affected by the blockade of the epidemic.

Wednesday July twenty _ second

Keywords: one-year anniversary of Science and Technology Innovation Board's opening, revision of Shanghai Composite Index compilation plan, EIA crude oil inventory in the week from the United States to July 17, Microsoft Corp / Tesla, Inc. financial report

On Wednesday, the first batch of 25 Science and Technology Innovation Board listed companies will officially enter the A-share market for one year, which will also usher in a wave.The ban on restricted shares has been lifted.Science and Technology Innovation Board Star Company with high valuation is expected to have greater pressure to lift the ban. There are 8.422 billion restricted shares listed on the Shanghai and Shenzhen stock markets next week (July 20-24), with a market capitalization of 258.88 billion yuan at the closing price on July 17, making it the second largest week of lifting the ban this year, according to Wind.

China International Capital Corporation believes that although Science and Technology Innovation Board's first batch of companies lift the ban on a relatively large scale and account for a relatively high proportion of the market value of circulation, the actual pressure of reduction during the lifting of the ban may be relatively limited. The lifting of the ban on the first batch of companies has more to do with Science and Technology Innovation Board's risk appetite than the actual capital side.

The Shanghai Stock Exchange announced a few days ago that in order to make the compilation of the index more scientific and enhance the characterization function of the index, it has decided to revise the compilation plan of the Shanghai Composite Index from July 22, 2020, which will be released after the close of trading on July 22, 2020.Shanghai Stock Exchange Branch Chuangban 50 component IndexHistorical market, July 23 officially released real-time market. Market participants believe that the revised compilation plan is conducive to the Shanghai Composite Index to more objectively and truly reflect the overall performance of listed companies in the Shanghai stock market.

The biggest technology stock earnings report of the week came after trading on Wednesday:

Trillion market capitalization giant$Microsoft Corp (MSFT.US) $Q4 results for fiscal year 2020 will be released. Analysts surveyed by FactSet agreed that quarterly revenue was $36.43 billion, up 8% year-on-year, with earnings per share of $1.36 per share and $1.38 per share for non-GAAP.

The market capitalization of global auto companies is the first and the darling of new energy.$Tesla, Inc. (TSLA.US) $Will be tested by the financial results. The 33 Wall Street analysts surveyed by FactSet agreed that GAAP lost $1.02 per share in the quarter, compared with a loss of $2.31 per share in the same period last year, compared with an adjusted loss of 14 cents per share and an adjusted loss of $1.12 per share in the same period last year. Sales were $5.15 billion, down from $6.35 billion a year ago.

Tesla, Inc. 's share price has risen 258.77% from the beginning of this year to the close of July 17. Does this financial report continue to push up its share price or hurt its share price? Let's wait and see.

In terms of new shares, environmental service providers$Montrose Environmental Group (MEG.US) $It is scheduled to debut on the New York Stock Exchange on July 22nd at a price of $15 to $17 and to raise $160 million.

Thursday July twenty _ third

Keywords: the number of US jobless claims in the week ending July 18, Twitter / AT&T/ Southwest Airlines / Intel Corp Financial report

On Thursday, the market will pay special attention to the number of initial jobless claims in the United States in the week ending July 18. The number of initial claims for unemployment benefits in the week ended July 11 was 1.3 million, down slightly from the previous figure of 1.314 million, but still higher than the 1.25 million expected by the market, the Labor Department said on July 16. This is also the 16th week in a row that the number of people applying for unemployment benefits has exceeded 1 million. The cumulative number of unemployed in the United States has exceeded 50 million since the outbreak.

Economists say the high number of initial jobless claims is due to a new round of layoffs and an increase in corporate bankruptcies as a result of the second wave of outbreaks. The situation is serious in some densely populated states with large economies, such as Florida, California, Texas and Arizona.

In terms of financial statements, there are$Twitter (TWTR.US) $$AT&T Inc (T.US) $American Airlines (AAL.US) $, after the plate.Southwest Airlines (LUV.US) $$Intel Corp (INTC.US) $The financial results will be released. In May, Buffett and Duan Yongping announced the sale of airline stocks one after another, but then aviation stocks rebounded strongly, and there was a growing voice in the market that Buffett had sold the wrong airline stocks, and perhaps the market could further judge whether they had sold the wrong airline stocks.

In terms of new shares$Skillful Craftsman Education Technology Ltd. (EDTK.US) $Founded in June 2013, headquartered in Wuxi, Jiangsu Province, is a Chinese online education and technology service provider.

Apple Inc device Cloud Software platform$Jamf Holding (JAMF.US) $Founded in 2002, headquartered in Minnesota, USA, through its software and the world's largest online community of IT administrators focused on Apple Inc's products, it expands the Apple Inc experience that users expect from businesses, hundreds of millions of yuan, schools and government agencies.

Friday July twenty _ fourth

Key words: American Markit manufacturing and service industry PMI initial value in July, Verizon/ Uxin Ltd. financial report

Focus on US economic data in the evening. Because the United States is forced to restart the economy, at this stage, the United StatesManufacturing and services dataCompared with the closed period caused by previous outbreaks, there has also been a significant rebound. Judging from the data, the United States has temporarily come out of the trough, but due to the rebound of many outbreaks, the economy of the initial recovery may be hit again.

At present, it seems that the impact of the epidemic will continue in the second half of this year, and it is expected that it will be difficult for the US manufacturing and service PMI to return to the normal level before the epidemic in the near future. Due to the impact of the epidemic, it is expected that the impact of the service industry will be greater than that of the manufacturing industry for some time to come.

At 24:00 on July 24th, the window for price adjustment of domestic oil products will open. Prior to this, on July 10, the oil prices of domestic finished products were raised for the second time, and the prices of gasoline and diesel (the same below) were all raised by 100 yuan per ton. Equivalent to the price increase, the price is 0.08 yuan for 92cycles and 0.09 yuan for cars, and it will cost an extra 4 yuan for private car owners to fill a box.

Before the US stock market, American operators$Verizon Communications Inc (VZ.US) $And China-listed stocks$Uxin Ltd. (UXIN.US) $Will release financial reports.

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In the new week, I wish all investors all the best and enjoy their work. Thank you for your support to Futu Information!

Edit / Iris

The translation is provided by third-party software.


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