Monday May thirtieth

Keywords: us stocks closed on Memorial Day, FOMC ticketing committee Waller's speech, Angelalign Technology Inc. / Yum China / Wuxi Apptec dividend

U. S. stocks were closed for Memorial Day on Monday. FOMC vote Committee, Federal Reserve Governor Waller will speak on the outlook for the U. S. economy.

Financial report$Huazhu Group Limited-S (01179.HK) $、$Topsports International Holdings Limited (06110.HK) $The financial report will be released.

$Angelalign Technology Inc. (06699.HK) $、$Yum China-S (09987.HK) $、$Wuxi Apptec (02359.HK) $A dividend will be paid.

In terms of financial data, investors can turn their attention to the eurozone. The euro zone industrial climate index and economic climate index will be released soon.

Tuesday may thirty _ first

Keywords: China PMI, American Consultative Conference Consumer confidence Index, KE Holdings Inc. Financial report, Goldman Sachs Group dividend

On Tuesday, investors can focus on China's official manufacturing PMI, China's comprehensive PMI and China's non-manufacturing PMI.

Citic Construction Investment believes that, taken together, the PMI composite index recorded 42.7 in April, down 6.1% from the previous month. Many PMI indexes reached the lowest level in history except February 2020, but they are basically within the range of market expectations. Dongguan Securities said that economic fundamentals are expected to be repaired in May and the PMI index will be repaired gradually.

Euro area CPI monthly rate will be released soonIn the United States, it focuses on the American Consultative Conference Consumer confidence Index and the Dallas Fed Business activity Index.

The previously released consumer confidence index of the Conference Board for April was 107.3, which is expected to be 108.2, which has declined.

Lynn Franco, senior director of economic indicators at the US Consultative Council, said concerns about inflation had fallen from its all-time high in March but remained high, and looking ahead, inflation and the war in Ukraine would continue to pose downside risks to confidence and could further dampen consumer spending this year.

Financial report$KE Holdings Inc. (BEKE.US) $The results will be released before the US stock market opens.

KE Holdings Inc. previously said that the transaction volume and average price of second-hand and new housing transactions declined in 2021, and consumers' willingness to buy houses also declined, which in turn affected the company's business.

By the end of the fourth quarter of 2021, the number of KE Holdings Inc. online stores exceeded 51000, up 8.7% from the same period last year, while the number of active stores exceeded 45000, up 4.4% from the same period last year. There were 455000 online brokers, down 7.8% from the same period last year, and the number of active brokers exceeded 406000, down 8.7% from the same period last year.

In terms of new stocks, US stocks$Abri SPAC 2, Inc. (ASPPU.US) $、$bioAffinity Technologies, Inc. (BIAF.US) $It will go on sale today. Hong Kong stock$Youwa Group (02347.HK) $The application is over.

In addition$Goldman Sachs Group (GS.US) $、$Tyson Foods (TSN.US) $The company will pay dividends.

Wednesday June first

Key words: BABA Film / leading Exhibition / Sai FTSE / HP / Weibo Corp Financial report, Ping An Insurance / Qualcomm Inc dividend

With more economic data released on Wednesday, investors can focus on China's Caixin manufacturing PMI, euro zone and UK manufacturing PMI, as well as monthly construction spending in the United States in the evening.

In addition, the people's Bank of China had 10 billion yuan in seven-day reverse repurchase due on Wednesday.

In terms of financial statements, in the morning session (after 31 May)$CRM.US (Saifu) $、$HP (HPQ.US) $Release financial statements.

The revenue guidance for the first quarter and the full year of fiscal 2023 provided by the company's results in the previous quarter exceeded market expectations. The company expects Q1 revenue in fiscal 2023 to be as high as $7.38 billion, compared with a market consensus of $7.26 billion, while full-year revenue in fiscal 2023 is expected to be $32.1 billion and $31.8 billion.

Bret Taylor, co-CEO of SEFT, said: "the success of our customers has contributed to our financial success and we are achieving large-scale and disciplined earnings growth quarter by quarter. "

Hong Kong stockBABA Pictures (01060.HK) $、$Link Real Estate Investment Trust (00823.HK) $The financial report will be released. Before the US stock market$Weibo Corp (WB.US) $Release financial statements.

Hong Kong stock$Ping An Insurance (02318.HK) $、$Country Garden Services Holdings (06098.HK) $Us stocks$Qualcomm Inc (QCOM.US) $A dividend will be paid.

In terms of new stocks, US stocks$Embrace Change Acquisition Corp. (EMCGU.US) $It goes on sale today.

Thursday June second

Keywords: beige book of the Federal Reserve economy, Meituan / Game Station earnings report, FOMC vote Committee Brad's speech, US ADP employment and initial jobless claims this week, Anhui Conch Cement / BioNTech/ PepsiCo Inc dividend

Thursday is full of financial events and will be a busy day.In the early hours of Thursday, FOMC voting committee and St. Louis Fed Chairman Brad will give a speech on the outlook for the U.S. economy and monetary policy, after which the Fed will release a beige book on the state of the economy.

In the evening, investors need to focus on US ADP employment, which is known as "small non-farmers", initial jobless claims for the week and monthly factory orders.

Us ADP employment rose by just 247000 in April, well below Dow Jones' expectations of 390000 and below the upward revision of 479000 in March, which could remain sluggish in May.

First-time claims for unemployment benefits fell 8000 last week to 210000, below the median forecast of 215000 by economists. The number of first-time jobless claims remains at an all-time low, reflecting a strong job market and low unemployment.

Orders for durable goods at US factories rose in April, highlighting strong and sustained demand for equipment and goods.

In terms of financial statements, in the morning session (after June 1)$Game Station (GME.US) $The financial report has attracted a lot of attention.

The company has previously launched a digital wallet, which can be used for cryptocurrency and NFT. In April, Game Station announced a stock split plan, which intends to split shares through stock dividends, which will request approval for an increase in shares (issuance) at the annual general meeting-hoping to expand Class A shares from 300 million shares to 1 billion shares.

Thursday,$Meituan-W (03690.HK) $The financial report is coming with a big hit!

Goldman Sachs Group issued a report that Meituan will announce the first quarter results on June 2, although the epidemic control measures in March will bring some negative impact, but the performance will remain basically stable.

The bank expects Meituan's first-quarter income to grow 22% year-on-year to 45 billion yuan (the same below), while the market is unanimously expected to grow by 23%. The adjusted EBIT loss is 5 billion yuan, narrowing from a loss of 4.6 billion yuan in the fourth quarter of last year, while the market is unanimously expected to lose 4.8 billion yuan. The target price of Meituan will be lowered from 266 yuan to 252 yuan to reflect foreign exchange changes and maintain the "buy" rating.

In addition, there will be Hong Kong stocks on that day.$Anhui Conch Cement (00914.HK) $、$Geely Automobile (00175.HK) $Us stocks$BioNTech (BNTX.US) $和$PepsiCo Inc (PEP.US) $、$Bank of America Corporation (BAC.US) $Pay dividends.

Friday June third

Keywords: Hong Kong stocks closed during Dragon Boat Festival holiday, FOMC ticketing committee Mestre's speech, non-agricultural data, CrowdStrike/Lululemon financial report, Blackrock dividend

During the Dragon Boat Festival holiday on Friday, Hong Kong stocks and A shares were closed, and trading on the Shanghai-Shenzhen-Hong Kong Stock Connect was suspended.

In the early morning, FOMC voting committee, Cleveland Federal Reserve Chairman Mestre will also make a speech on the outlook for the US economy, investors can focus on.

Speaking at the ECB meeting, Ms Mestre said she expected the Fed to support a 50 basis point rate hike at its meetings in mid-June and late July. She pointed out that at that time, the Fed could examine the appropriate pace of further rate increases, depending on the situation, and the possibility of a 75 basis point rate hike in September was put back on the agenda.

In terms of economic data, the monthly rates of services PMI and retail sales in the euro area will be released.In the evening, the US unemployment rate and the number of non-farm payrolls after the US quarterly adjustment will be released soon.

Us quarterly payrolls rose by 428000 in April, the smallest increase since September 2021, but still slightly higher than expected.

The Labor Department said there was general job growth, mainly in the leisure and hotel, manufacturing, transportation and warehousing sectors.

Randy Kroszner, a former Fed governor, believes that many people are still unsure whether to enter the labor market. This will continue to restrict economic growth. The May non-farm data released on June 3rd are unlikely to increase significantly.

In terms of financial statements, in the morning session (after June 2)$CrowdStrike (CRWD.US) $、$Lululemon Athletica (LULU.US) $The financial report will be released.

Earlier, Lululemon announced solid results for the fourth quarter of 2021 and provided positive performance guidance, which was well received by major Wall Street investment banks.

Bank of America reiterated its Lululemon "buy" rating with a target price of $450. The bank said Lululemon's accelerated growth momentum and good prospects in the first quarter supported the view that the company had market share during the outbreak and was in a good growth position.

On the same day$Blackrock (BLK.US) $、$Nike Inc (NKE.US) $A dividend will be paid.