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一周前瞻 | 蚂蚁开启申购!超级财报周重磅来袭!

Weekly preview | Ant starts subscribing! Super Earnings Week is in full swing!

富途资讯 ·  Oct 25, 2020 17:43  · Exclusive

A major financial event will hit next week:

The Fifth Plenary session of the 19th CPC Central Committee will be officially held.

The financial reports of American tech giants are coming out one after another! Microsoft Corp 、 AMD 、 Apple Inc 、 Amazon.Com Inc 、 Alphabet Inc-CL C 、 Facebook...

Ant Group will start applying for purchase next week.Lufax Holding and Shimao Services go on sale on Friday

The Big three of US science and technology will attend the hearing again.

Monday October twenty _ sixth

Key words:The Fifth Plenary session of the 19th CPC Central Committee was held.Hong Kong stocks are closed

On Monday, Hong Kong Exchanges and Clearing closed the market for the next day because of Double-ninth Day.

Incident aspectThe Fifth Plenary session of the 19th Central Committee of Communist Party of China was held in Beijing from October 26 to 29.The agenda of the meeting includes the report of the political Bureau of the CPC Central Committee to the Central Committee and the study of proposals for the formulation of the 14th five-year Plan for National Economic and Social Development and the long-term goals for 2035. Citic believes that population policy, capital market reform, regional strategy, land reform, income distribution, food security, national defense and army, industrial policy, and ecological and environmental protection may be bright spots.

In addition, the U.S. Senate will vote on Barrett's nomination for the Supreme Court. Barrett is now a judge of the Seventh Circuit Court of Appeals, nominated by President Trump to fill the post left by the late Justice Ginsburg after his death in September. If approved, she will become the sixth conservative justice in the court, bringing the ratio of conservatives to liberal justices on the Supreme Court to 6 to 3, and the Supreme Court may be more to the right.

Tuesday October twenty _ seventh

Key words: ant Group H shares are expected to open application, Microsoft Corp / AMD/ Ping An Insurance financial report,Us durable goods order

On Tuesday, Ant Group H shares may open to purchase. Ant Group was heard by the Hong Kong Stock Exchange on October 21. According to previous market news, the offering is expected to begin as soon as Tuesday. Jack Ma revealed at the second Bund Financial Summit on the 24th that the listing price of Ant Group was confirmed in Shanghai on the evening of the 23rd. Ma Yun said that this is the largest financing pricing in human history, and it is also the first time in five years that such a large amount of pricing has been completed outside New York City. But he did not disclose the exact amount of the ant's listing price.

On the data side, focus on US durable goods order data in September. Us durable goods orders rose at a faster-than-expected monthly rate in August, with shipments soaring to their highest level in nearly six years, suggesting that corporate equipment spending is rebounding after a prolonged downturn. After the release of the data, U. S. stocks rose, the dollar rose against a basket of currencies, and U. S. bond prices rose. This bodes well for future production. So if the September data for U. S. stocks and dollar investors, no doubt need to be concerned.

Financial report$Microsoft Corp (MSFT.US) $$Advanced Micro Devices Inc (AMD.US) $$Pfizer Inc (PFE.US) $$Ping An Insurance (02318.HK) $$HSBC Holdings PLC (00005.HK) $The new quarterly results will be announced.

  • Microsoft CorpIt will be the first of the tech giants to turn in the papers, and analysts at Wall Street investment bank Cowen said Microsoft Corp's performance should in particular exceed its conservative guidance, thanks to strong PC shipments and the growth of Azure's cloud computing platform.

  • The second isAMD. Fortune Dianping said that the results handed over by Intel last week showed a thunderstorm in its data center, which may imply that AMD Q3 will greatly exceed expectations.

Wednesday October twenty _ eighth

Key words:The Big three of American science and technology attended the hearing.Boeing Co / Gilead / Yum China Financial report

In terms of the incident, the chief executives of Facebook Inc, Twitter and Alphabet Inc-CL C's parent company Alphabet will attend the hearing of the US Senate Commerce Committee to be questioned about their policies to control content on the Internet platform. The chief executives of Alphabet, the parent company of Amazon.Com Inc, Facebook Inc, Apple Inc and Alphabet Inc-CL C, were criticized by lawmakers at a congressional hearing on July 29, involving crackdown on peers, plagiarism and so on.

Financial report$Boeing Co (BA.US) $$Gilead Sciences Inc (GILD.US) $$Yum China (YUMC.US) $The new quarterly results will be announced.

Thursday October twenty _ ninth

Key words:Ant Group A shares open purchase, Apple Inc / Amazon.Com Inc / Alphabet Inc-CL C / Facebook Inc financial report,American GDP

Thursday will be the top priority of next week, which can be called Super earnings Day.

On the data side, pay attention to the number of first-time unemployed in the United States and GDP data in the United States. Us GDP is expected to rebound strongly in the third quarter. Analysts point out that more meaningful fiscal stimulus measures are needed to fully restore the US economy to pre-epidemic levels, and there are still hopes that Congress will pass the stimulus package before the election.

In terms of new sharesAnt Group (688688.SH) $The online and offline application will be carried out on October 29 and is expected to land on the Kechuang board in early November at the earliest. Earlier, there were rumors that Ant planned to raise a total of US $30 billion (about HK $234 billion) between the two places, including 10 per cent new shares in Science and Technology Innovation Board and 5 per cent in Hong Kong shares. If it eventually reaches this size, Ant will overtake Saudi Aramco, the Saudi state oil company, to become the largest IPO in global history.

In terms of financial statements, the giants--$Apple Inc (AAPL.US) $$Amazon.Com Inc (AMZN.US) $$Alphabet Inc-CL C (GOOG.US) $$Facebook Inc (FB.US) $And so on the financial results will come out one after another.

AppleIt had previously said that year-on-year performance was expected to be strong in all product categories, which could mean that the same growth trend would continue. Investors are also concerned about how to view the opportunities brought by 5G mobile phones, hoping that executive conference calls will give us more signals.

AmazonStrong performance in the epidemic, leading the rise of FAANG, whether it can continue to maintain growth is a matter of concern. Previously, Amazon.Com Inc executives expected Q3 revenue of $87 billion to $93 billion, a year-on-year increase of 24 per cent.

Alphabet Inc-CL CThe main financial data for the second quarter exceeded market expectations, but said it would still face uncertainty in the third quarter, but maintained a positive view on the long-term growth prospect. at the same time, it said it would slow personnel expansion and that capital expenditure would fall moderately in 2020 compared with 2019, but would continue to invest in core areas such as cloud computing.

FacebookSecond-quarter results far exceeded expectations, forecasting revenue growth of about 10 per cent in the third quarter, higher than analysts' forecasts of 7.9 per cent, but the number of users in most regions was expected to be the same or slightly lower than in the second quarter of 2020.

Friday October thirtieth

Key words:Listing of Lufax Holding / WTO Services

In terms of new shares, fintech unicorn $Lufax Holding Ltd (LU.US) $is expected to be listed on the New York Stock Exchange. Some analysts said that Lufax Holding is expected to become the largest IPO of US stocks listed this year, and may be the largest IPO of financial technology in the United States so far.

$Shimao Service (00873.HK) $Will be listed in Hong Kong. Shimao Service is a property management subsidiary of Shimao Group, mainly engaged in providing property management services, community value-added services and non-owner value-added services, with more than 15 years of property management experience. According to the income growth rate from 2018 to 2019, the company ranks third among the top 20 property service enterprises in China.

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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 / Phoebe

The translation is provided by third-party software.


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