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一周前瞻 | 小鹏汽车、小牛电动、京东财报接连来袭!1.9万亿刺激法案预计周二正式通过

Weekly outlook | Financial reports from Xiaopeng Motor, Maverick Electric, and JD are coming one after another! The $1.9 trillion stimulus bill is expected to be formally passed on Tuesday

富途資訊 ·  Mar 7, 2021 18:02  · Exclusive

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Major financial events:

Financial reports "huddled": XPeng Inc., Niu Technologies, Cloudera, Oracle Corp, AMC cinema, JD.com, DocuSign.

Big data to be revealed! China's CPI annual rate in February, the monthly CPI rate after the February quarterly adjustment in the United States, the ECB interest rate resolution, etc.

Incident aspectBiden 1.9 trillion stimulus billIt is expected to win the House of Representatives on the 9th.votePass throughPele, governor of the Bank of England, will speak on Britain's economic prospects, and ECB President Christine Lagarde will hold a press conference.

Chaoyun Group, an one-stop multi-category home care and personal care platform, and South Korean e-commerce giant Coupang Inc went public this week.

Monday March eighth

Key words: Pele, Governor of the Bank of England, XPeng Inc. / Niu Technologies Financial report

Monday,In terms of financial eventsPele, governor of the Bank of England, will speak on the outlook for the British economy. The pound has been volatile recently after the Bank of England suppressed expectations of negative interest rates and vaccination was fast in the UK, making sterling one of the best-performing G10 currencies of the year. On February 24, Bank of England Governor Pele said that the British economy performed better than the Bank of England expected in the fourth quarter of 2020, and that the current level of economic activity in the UK was between the first and second blockade measures.

Financial report$XPeng Inc. (XPEV.US) $, $Niu Technologies (NIU.US) $, $17 Education & Technology Group (YQ.US) $, $Stitch Fix (SFIX.US) $And so on the company will release the financial report.

Sell-side analysts expect Niu Technologies's earnings per share to be around $0. 09, according to Benzinga. Sales could be close to $95.31 million. In the same quarter last year, Niu Technologies reported earnings of 11 cents per share and sales of 77.01 million dollars.

Tuesday March ninth

Keywords: euro area fourth quarter GDP annualized final value, House of Representatives vote on 1.9 trillion stimulus package, Dongyue Group / Daqo New Energy Corp Financial report

Tuesday,Economic dataPay attention to the euro zone fourth quarter GDP correction released in the European period, the impact is expected to be relatively limited.

In terms of financial eventsAt noon eastern time, the US Senate voted to approve Biden's $1.9 trillion economic stimulus package, which is expected to be sent back to the House of Representatives for a revote on March 9 due to changes in the bill. According to a statement issued by House Majority Leader and Democrat Steney Hoyer on the 6th, the House of Representatives will vote on the 9th local time and is expected to be passed, after which Biden will sign before the expiration of supplementary unemployment benefits on the 14th.

In terms of financial statements, Hong Kong stocks$Dongyue Group (00189.HK) $, US stocks$Daqo New Energy Corp (DQ.US) $The financial results will be announced today.

Wednesday March tenth

Keywords: annual rate of CPI in February in China, monthly rate of EIA after quarterly adjustment in February in the United States, monthly report of EIA crude oil market, financial report of Cloudera/ Oracle Corp / AMC cinema line

On Wednesday, in terms of economic data, we should pay attention to the performance of China's February CPI data. According to the data released on February 10th, due to the different Spring Festival months of last year and this year, and factors such as the wrong month leading to a high base of comparison in the same period last year, the national consumer price index (CPI) rose to fall in January compared with the same period last year.

In addition, the US CPI data for February will also be released on the same day. According to the data released by the US Bureau of Labor Statistics on February 10th, the US CPI in January grew 1.4% year on year, slightly lower than the 1.5% expected by the market; the month-on-month growth rate was 0.3%, the same as expected and maintained growth for the eighth month in a row. If the data are better than expected, it will contribute to a surge in US dollar and US bond yields, which in turn will depress gold and silver prices and non-US currencies; conversely, it is expected to provide short-term upward opportunities for gold and silver prices and non-US currencies.

In terms of financial events, we mainly focus on the monthly report of the crude oil market released by EIA, focusing on changes in crude oil inventory, production and supply. Although the influence of recent EIA monthly reports is relatively small, this monthly report will fully reflect the impact of the cold wave in the United States on the crude oil market, so we still need to pay attention to it.

In terms of financial statements, Hong Kong stocks$Sunac Services (01516.HK) $, US stocks $Cloudera, Inc. (CLDR.US) $$Oracle Corp (ORCL.US) $$AMC cinema line (AMC.US) $ And other companies will announce their financial results today, which is worth paying attention to.

On Friday, Barclays analyst Raimo Lenschow upgraded Oracle Corp (Oracle Corp.) to buy and raised its share price target to $80 from $66. Lenschow believes Oracle Corp's valuation is "not high" despite signs of accelerating growth.

In terms of new shares $Chaoyun Group (06601.HK) $Will be officially listed on the Hong Kong Stock Exchange on March 10, a video game company.$Roblox Corporation (RBLX.US) $be listed.

According to Fortune data, Chaoyun Group recorded a total of HK $20.706 billion in financing subscriptions, with a margin multiple of 67.52 times.

Video game company Roblox Corporation will go public through a direct stock offering (DPO) similar to Spotify. Roblox is one of the most popular children's games websites in the world, offering a large number of games on mobile devices and game consoles. Some of Roblox's popular games are "Shindo Life", "Royale High", "Welcome to Bloxburg", "Brookhaven RP" and "Adopt me".

Thursday March eleventh

Key words: number of weekly jobless claims in the United States, press conference of ECB President, JD.com / Yatsen / DocuSign Financial report

On Thursday, the data focused on changes in weekly jobless claims in the United States.

In terms of financial events, investors can follow the ECB interest rate resolution and the press conference of the ECB president. The ECB is widely expected to keep current interest rates unchanged, but is likely to accelerate bond purchases to stem the rise in yields. The ECB will accelerate emergency asset purchases to prevent rising bond yields from jeopardizing the eurozone's growth prospects, economists said.

OPEC will also release a monthly report on the crude oil market, which investors need to pay attention to.

Financial report$GDS Holdings Limited-SW (09698.HK) $$MTR Corporation (00066.HK) $, and US stocks$JD.com (JD.US) $$DocuSign (DOCU.US) $Investors should pay attention to the fact that the company will announce its financial results today.

In terms of new shares$Guanglian Engineering Holdings (01413.HK) $$Coupang (CPNG.US) $It will go on sale today.

South Korean e-commerce giant Coupang Inc. It is a model of rapid growth and decreasing losses in South Korea, which achieved a balance of income and expenditure just two years after its founding. Last year, the company generated revenue of $12 billion, almost double its revenue of $6.3 billion in 2019, and a net loss of $474.9 million, about 1/3 less than its net loss of $698.8 million in 2019. The company is growing at an annual rate of nearly 70%, three times the growth rate of the South Korean e-commerce market. The number of daily active users reached 3.5 million, three times that of the second.

Friday March twelfth

Key words: February PPI monthly rate in the United States, AIA Group Limited earnings report, First High-School Education listing

At present, due to the recent gains in most commodities, the market is very optimistic about the US core PPI in February, rising 2.6% from a year earlier, which, if in line with expectations, will be the highest level since 2019.

PPI data is a leading indicator of consumer inflation. When producers charge more for products and services, higher cost inflation will be transmitted to consumers. If the PPI data perform well, it is expected to raise inflation expectations in the US and provide further support for the dollar and Treasury yields, which is bad for gold and silver prices and most non-US currencies.

In terms of new shares, the largest provider of private high school education in western China$First High-School Education (FHS.US) $It goes on sale on Friday.

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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!

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