How do foreign investors adjust their positions in Chinese stocks? Alibaba and jd.com frequently appear, while Buffett builds a position that boosts a Hong Kong stock.
① The 13F quarterly reports for US stocks have been released. How are Wall Street institutions adjusting their positions on Chinese stocks? ② Buffett's investment in domino's is boosting a Hong Kong stock. What are the highlights?
China Data Point to Gradual Improvement, but Tariff Risk Looms
Hillhouse HHLR Q3 hold positions: Chinese concept stocks hold an absolute dominant position, and the total market value of hold positions grew by more than 10%!
①HHLR Advisors, a subsidiary of Hillhouse Capital, saw its total market cap of US stocks holding positions grow by over 10% in the third quarter, with 9 of the top ten heavy positions being Chinese concept stocks; ②HHLR Advisors continued to hold heavy positions in Chinese concept stocks in the third quarter, with the market cap of Chinese concept stocks increasing from 85% in the second quarter to 93% in the third quarter.
Express News | Appaloosa LP 13F Shows Increased Stake In PDD Holdings By 173% From 1,940,000 To 5,301,132 Shares; Increased Stake In JD.com Inc By 69% From 4,310,600 To 7,300,000 Shares; Increased Stake In Lyft By 98% From 7,961,257 To 15,750,000 Shares; Increased...
Trending Stocks Today | Microvast Shoots up 126.28% Pre-Market
Express News | BEKE (KE Holdings) up 7% and YINN up 4.7% pre-market, as China announced cutting the deed tax for buyers to as low as 1% from a current level of as much as 3%.
[Brokerage Focus] Nomura expects mainland real estate stocks to have a possibility of short-term stock price rebound, bullish on ke holdings (02423) and china res land (01109).
Kingwu Finance News | Nomura's research report pointed out that after the steady recovery of real estate sales in October, sales have continued to rebound since November. In terms of new home sales, sales in 30 major cities in mainland China have continued to recover year-on-year since November, and there are signs of continued recovery in second-hand home sales in high-tier cities as well. The bank believes this is a positive signal, as investors in the past believed that the October recovery in real estate sales was mainly driven by pent-up demand from buyers, which may be difficult to sustain. The bank expects that, given the favorable policy environment since the shift in real estate policies at the end of September, as well as developers actively promoting sales before the end of the year, it is estimated to stimulate buyer confidence.
Furui: The internet-related industry is at the beginning stage of a new cycle, and science and technology enterprises with 3 major characteristics will take the lead.
The investment sentiment in Chinese network technology stocks has improved. Zhuang Yaohong, Director and General Manager of the Internet and Media Industry Research Department in the Asia-Pacific region of Fuli, stated that the internet industry is entering a new period, with profit growth potential, leading market position, and companies benefiting from policies starting to apply the PEG (Price/Earnings to Growth) valuation method, driving the stock price breakthrough.
Hong Kong stocks morning report on November 11: The financial 10 trillion debt conversion plan is implemented, and the Dow Jones Index in the United States has achieved its largest weekly increase in a year.
① Minister of Finance Lan Foan stated that local bond resources will be increased to 10 trillion yuan; ② Last Friday, the three major US stock indexes collectively rose, with the Dow Jones, S&P 500 index both achieving their largest weekly gains in a year. China concept stocks were generally down; ③ Trump is considering candidates such as the SEC Chairman; ④ Tesla's stock price rose by 8% last Friday, Elon Musk's net worth surpassed $300 billion for the first time in nearly three years.
Top Gap Ups and Downs on Friday: SONY, RIO, NTES and More
KE Holdings Inc. to Announce Q3 Financial Results
Ke Holdings (02423.HK) will hold a board of directors meeting on November 21 to approve financial performance.
Ke Holdings (02423.HK) announced on November 8th that the company will hold a board of directors meeting on November 21, 2024, to consider and approve the unaudited financial performance of the group for the three months ending September 30, 2024, and its release.
BEKE-W: Date of Board Meeting
KE Holdings Inc. to Report Third Quarter 2024 Financial Results on November 21, 2024 Eastern Time
Hong Kong stocks morning report on November 8: The Federal Reserve cut interest rates by 25 basis points, and guangzhou automobile group's cumulative sales volume in the first ten months decreased by over 17% year-on-year.
1. China Securities Regulatory Commission Vice Chairman Li Ming: The foreign shareholding limit for foreign securities fund futures companies has been lifted. Foreign institutions will receive national treatment in terms of business scope and regulatory requirements. 2. The Federal Reserve cuts interest rates by 25 basis points, marking the second consecutive rate reduction. 3. The People's Bank of China has suspended gold shareholding increases for the sixth consecutive month. 4. Zhong Shanshan has been the richest person in mainland China for four consecutive years.
US stocks closed: S&P, Nasdaq hit new historical highs again, china assets are on the rise and strong.
1. As the Fed cut interest rates as scheduled, US stocks and treasuries rose in coordination; 2. Chinese concept stocks performed strongly, with the Nasdaq China Golden Dragon Index up 3.5%; 3. Trump Media Technology Group plunged 22%; 4. After releasing financial reports, Qualcomm opened high and then traded low, while Arm opened low and then traded high.
U.S. stock market anomaly | Real estate market in china warms up, ke holdings (BEKE.US) rises nearly 6%.
On November 7th, ke holdings (BEKE.US) opened significantly higher and then fell, as of the time of writing, it had increased by 5.91%, reaching $23.82.
ke holdings -W(02423)The cancellation of the buyback shares on November 7 totaled 12.0546 million shares in total.
Ke Holdings (02423) announced the cancellation of a total of 1205 repurchased shares on November 7, 2024....
Hong Kong stocks anomaly | KE Holdings-W(02423) rose nearly 5%, Bank of America Merrill Lynch pointed out that its risk-return is more attractive, upgraded its rating and target price.
ke holdings-W (02423) rose more than 4%, as of the deadline, up 4.66%, trading at 60.7 Hong Kong dollars, with a turnover of 0.101 billion Hong Kong dollars.
Express News | U.S.-Listed Shares of Chinese Firms Drop Premarket on Worries Over Growing U.S.-China Trade Tensions Under Trump Presidency