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一周前瞻 | 重磅!拜登时代将正式开启;奈飞、阿斯麦等明星股财报来袭

WEEKLY PREVIEW | BIG! The Biden era will officially begin; earnings reports from star stocks such as Netflix and Asmax hit

富途資訊 ·  Jan 17, 2021 17:55  · Exclusive

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Major financial events:

Us stock earnings season has begun, Netflix Inc, Goldman Sachs Group, Morgan Stanley, lithography giant ASML Holding NV, Intel Corp, TAL Education Group, New Oriental Education & Technology Group …...

Hot events: Joe Biden was inaugurated as president of the United States on Wednesday and Trump will leave the White House; Wechat's 10th anniversary, the Wechat Open course PRO is held on Tuesday; and the glorious new product is released on Friday.

Economic data are pouring in: China's 2020 GDP, Hong Kong's unemployment rate in the past three months, interest rate decisions of Japan and the European Central Bank, European PMI data, and so on.

Us stocks will be closed for one day on Monday because of Martin Luther King Day.

Monday January eighteenth

Key words: China's GDP growth rate in 2020, US stocks closed

On Monday morning, China's 2020 GDP growth rate will be announced, and the director of the National Bureau of Statistics will introduce it in detail.The operation of the national economy in 2020And answer the reporter's questions. According to the median forecast of Reuters Synthetics 46, China's economic recovery accelerated in the fourth quarter, and GDP growth is expected to accelerate to 6.1% year-on-year from 4.9% in the third quarter. Industrial growth continued to be strong in December, and investment and social spending also improved compared with the previous month.

The 14th Asian Financial Forum, sponsored by the Hong Kong Special Administrative region Government and the Hong Kong Trade Development Council, will be held online from January 18 to 19 with the theme of "reshaping the new pattern of the world economy".

Us stocks are closed for Martin Luther King Day. It is one of three official holidays in the United States to commemorate individuals. The other two are Columbus Day and Presidential Day in honor of former presidents Abraham Lincoln and George Washington.

In addition, in terms of A-shares, the disclosure of annual reports of listed companies in 2020 will begin; 16 billion yuan of reverse repurchase will expire in the open market of the central bank; and 63 shares, such as China CITIC Bank Corporation and the sharp fall in Beijing and Shanghai, will be lifted, and the total market value of lifting the ban will soar to 240 billion yuan.

Tuesday January nineteenth

Keywords: Wechat Open course PRO, Hong Kong unemployment rate, Bank of America / Goldman Sachs Group / Netflix Inc Financial report

Yellen, a former chairman of the Federal Reserve, is expected to easily win confirmation of the nomination, and she already has the support of several Republicans. If approved by the Senate, Yellen will become the first woman to serve as finance minister.

This year is the 10th anniversary of Wechat. The theme of this Wechat open course is "inspire WeBuild". The main forum will start at 9:30 on January 19. The Wechat team will bring the latest product developments of Mini Program, WeChat Pay, WeCom, Sou, Mini Game and Video account. Wechat night will also be held at 19:30 that night, and live streaming can be booked in advance on the home page of the "Wechat pie" video number.

Financial report$Bank of America Corporation (BAC.US) $$Goldman Sachs Group (GS.US) $The financial report will be released before the market. Last Friday, JPMorgan Chase & Co, Citigroup and Wells Fargo & Co, the first to kick off the earnings season for US stocks, closed down 1.79 per cent, 6.93 per cent and 7.8 per cent respectively.

After trading, one of the five giants of FAANG technology$Netflix Inc (NFLX.US) $Take the lead in releasing financial reports. Piper Sandler analysts expect 8.7% and 28.7% new user growth in its US-Canada and international markets, and he believes that Netflix Inc's fourth-quarter user growth will still be driven by the home trend.

New shares, provider of integrated medical marketing solutions for cardiovascular and cerebrovascular diseases$Maddie Wellcome (02159.HK) $The stock price ranges from HK $3 to HK $4, with 800 shares per share. The shares are expected to be listed on January 19, 2021.

Wednesday January twentieth

Keywords: China LPR, Biden Inauguration, ASML Holding NV / Morgan Stanley / United Airlines Financial report

What attracts the most attention today is the official beginning of the Biden era. According to foreign media, the inauguration ceremony of the US president will be held on Wednesday, January 20, local time, marking the beginning of the 46th US President Joe Biden and his Vice President Camara Harris' four years in power. The slogan of Biden's inauguration was "United America". We also need to pay attention to what Biden put forward.A new economic rescue plan worth 1.9 trillion US dollarsWhether it can be passed by the U.S. Congress.

Trump plans to leave the White House on the morning of January 20 and fly to Sea Lake Manor in Florida. The bill to impeach President Trump will go to the Senate for a vote.At least 2/3 senators are needed to finally confirm Trump's impeachment. Washington has been preparing for possible protesters for weeks.

Financial report$Procter & Gamble Co (PG.US) $$Morgan Stanley (MS.US) $, lithography giant$ASML Holding NV (ASML.US) $The results will be released before the trading, and the United Airlines will release the results after the trading.

In terms of new shares$FoxWayne Enterprises Acquisition (FOXWU.US) $A blank check company for biotechnology and telemedicine in North America hopes to raise up to $50 million through an initial public offering.

Thursday January twenty _ first

Keywords: central Bank of Japan interest rate resolution, ECB interest rate resolution, TAL Education Group / fuel cell energy / Intel Corp / IBM financial report

There are a number of data released today, as well as activities from Japan and the European Central Bank.

Japanese President Toshihiko Kuroda had previously reiterated that the bank was ready to expand monetary stimulus if the COVID-19 epidemic could undermine a fragile economic recovery.

Pay attention to the ECB interest rate resolution at night, and thenECB President Christine Lagarde holds a press conference. In her speech this week, Ms Lagarde mentioned that foreign exchange movements would be monitored very carefully rather than targeted, and would be readjusted if a larger PEPP quota was needed.

In the evening, focus on the number of first-time jobless claims in the United States. The last reported surge in initial jobless claims in the US confirmed the weakness of the labour market. Economists say it could take years for the labor market to recover from the epidemic.

Financial report$TAL Education Group (TAL.US) $$fuel cell energy (FCEL.US) $The financial report will be released before the market.$International Business Machines Corp (IBM.US) $$Intel Corp (INTC.US) $The results will be announced after trading.$Intel Corp (INTC.US) $It was previously announced that the new CEO Pat Kissinger will take over the banner of the current CEO company, which is expected to be on Thursday.Major advances in 7-nanometer process technology are announced.

In terms of new shares, the parent company of Mytheresa Group, a German online luxury retailer.$MYT Netherlands Parent B.V. (MYTE.US) $Applying for listing, or raising up to $282 million, can be expanded to $323.9 million after exercising the green shoe option.

National house builder$Dream Finders Homes (DFH.US) $It plans to issue 9.6 million shares or raise $130 million at a price of $12 to $15.

Friday January twenty _ second

Key words: glory new product launch, New Oriental Education & Technology Group financial report, IPO, Brazilian asset management company owned by Blackstone Group Inc

According to Weibo Corp, the official Honor Mobile phone, due to the influence of the venue and equipment, the time for the 2021 Glory new product launch was scheduled for January 18 to 10:00 on January 22nd, and the new Glory V40 will go on sale at 12:00 on the day of its release.

Financial report$New Oriental Education & Technology Group (EDU.US) $The results will be released before the US stock market.

In terms of new shares, Brazilian Asset Management Corporation$Patria Investments Ltd. (PAX.US) $Will be listed in the United States with a maximum valuation of $1.6 billion$Blackstone Group Inc (BX.US) $Hold 40% of the shares. Patria Investments manages $13 billion in assets, including private equity, real estate, credit and infrastructure funds.

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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 / IrisW

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