$MEITUAN-W (03690.HK)$ Fortunately, the market has absorbed ...
$MEITUAN-W(03690.HK$ Fortunately, the market has absorbed almost all of the negative factors. Currently, I think there are a few highlights.
1. Although the expected revenue of the market still declined year-on-year, the margin was only 0.68%. If the performance is a little better, it exceeds expectations. “Expectations are declining, actual growth”. This increase in confidence in investors in the secondary market doubles;
2. Although game revenue was bad in Q3, game traffic increased by 5% in October, with overseas growth of 12%, and there was also a certain recovery. Also, we need to pay attention to Q3's deferred revenue to look forward to the impact in the next few quarters.
3. After many quarters of “cost reduction and efficiency”, Tencent's cost control may be stronger than expected, and profit performance is likely to exceed expectations. This situation shows that improvements in its internal operations have achieved certain results. Rumor has it that some businesses are online, and there will be layoffs at the end of the year, which is good news for shareholders.
4. Investors who pay attention to Tencent's non-operating income also need to note that Tencent's holdings, such as Meituan, Kuaishou, and Pinduoduo, actually rebounded to a certain extent in Q2, which also meant that changes in their fair value had a positive impact.
Overall, it is more likely that Tencent's Q3 earnings will exceed market expectations. From the market on the 15th, it can also be seen that the market's expectations for it have further increased.
If you are a friend who is very confident in financial reports, you can of course buy stock or call for bullish options.
Of course, if you think there will be a pullback after a sharp rise, or if you are not optimistic about the Q3 earnings report, you can also choose to buy a certain amount of put option PUT and carry out speculative trading.
Friends who already own Tencent can choose exchange options to obtain higher profits (sell call options at a higher price), or lock in profits at their current price (sell call options at a fair price or call within a slightly lower price).
I believe that at this juncture, many people will think a pullback is necessary, but they shouldn't dare to go short directly, right? $TRIP.COM-S(09961.HK$ $TENCENT(00700.HK$
1. Although the expected revenue of the market still declined year-on-year, the margin was only 0.68%. If the performance is a little better, it exceeds expectations. “Expectations are declining, actual growth”. This increase in confidence in investors in the secondary market doubles;
2. Although game revenue was bad in Q3, game traffic increased by 5% in October, with overseas growth of 12%, and there was also a certain recovery. Also, we need to pay attention to Q3's deferred revenue to look forward to the impact in the next few quarters.
3. After many quarters of “cost reduction and efficiency”, Tencent's cost control may be stronger than expected, and profit performance is likely to exceed expectations. This situation shows that improvements in its internal operations have achieved certain results. Rumor has it that some businesses are online, and there will be layoffs at the end of the year, which is good news for shareholders.
4. Investors who pay attention to Tencent's non-operating income also need to note that Tencent's holdings, such as Meituan, Kuaishou, and Pinduoduo, actually rebounded to a certain extent in Q2, which also meant that changes in their fair value had a positive impact.
Overall, it is more likely that Tencent's Q3 earnings will exceed market expectations. From the market on the 15th, it can also be seen that the market's expectations for it have further increased.
If you are a friend who is very confident in financial reports, you can of course buy stock or call for bullish options.
Of course, if you think there will be a pullback after a sharp rise, or if you are not optimistic about the Q3 earnings report, you can also choose to buy a certain amount of put option PUT and carry out speculative trading.
Friends who already own Tencent can choose exchange options to obtain higher profits (sell call options at a higher price), or lock in profits at their current price (sell call options at a fair price or call within a slightly lower price).
I believe that at this juncture, many people will think a pullback is necessary, but they shouldn't dare to go short directly, right? $TRIP.COM-S(09961.HK$ $TENCENT(00700.HK$
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102869948 : Has the financial report been issued yet?
charming OP 102869948 : The financial report will be released tomorrow.
Peter YCS : Said it was profitable, but the stock price fell
...?
charming OP : Earnings from this earnings report exceeded expectations
charming OP Peter YCS : There will definitely be a wave of backlash from Tencent and Meituan in the short term
Peter YCS : US stocks are falling, and so are IPOs... would the world be destroyed without America? No autonomy... I hope the Hang Seng Index rises