0.16Open0.15Pre Close2.05K Volume1.33K Open Interest26.50Strike Price51.65KTurnover2707.41%IV0.15%PremiumSep 13, 2024Expiry Date0.26Intrinsic Value100Multiplier-2DDays to Expiry0.04Extrinsic Value100Contract SizeAmericanOptions Type-0.6914Delta0.6564Gamma71.89Leverage Ratio-461.9813Theta0.0000Rho-49.70Eff Leverage0.0001Vega
JD.com Stock Discussion
▪️ Industrial production grew 4.5% yoy (consensus: 4.7%) while retail sales grew only 2.1% yoy (consensus: 2.5%).
▪️ Property remained as the biggest drag, wit...
If any one of them IPO, which would you choose?
$Microsoft (MSFT.US)$ $Alphabet-C (GOOG.US)$ $JD.com (JD.US)$ $Alibaba (BABA.US)$ $PDD Holdings (PDD.US)$ $Tencent (TCEHY.US)$ $TENCENT (00700.HK)$ $Tesla (TSLA.US)$
Total revenue for the catering industry was 435.1 billion yuan, which rose 3.3%. (narrowed).
$Alibaba (BABA.US)$ $BABA-W (09988.HK)$ $MEITUAN-W (03690.HK)$ $PDD Holdings (PDD.US)$ $Pinduoduo Concept (BK0724)$ $JD-SW (09618.HK)$ $JD.com (JD.US)$ $Global X MSCI China Consumer Discretionary ETF (CHIQ.US)$
2️⃣Aug. industrial production 4.5% y/y [Est.4.7%]
3️⃣Jan-Aug fixed asset investment 3.4% y/y [Est.3.5%]
Aug. Unemployment 5.3% [Prev. 5.2%]
*Missed expectations
$COUNTRY GARDEN (02007.HK)$ $CG SERVICES (06098.HK)$ $EVERGRANDE (03333.HK)$ $EVERG SERVICES (06666.HK)$ $BABA-W (09988.HK)$ $MEITUAN-W (03690.HK)$ $PDD Holdings (PDD.US)$ $JD-SW (09618.HK)$ $Global X MSCI China Consumer Discretionary ETF (CHIQ.US)$
$CCB (00939.HK)$ $BANK OF CHINA (03988.HK)$ $CNH/CNY (CNHCNY.FX)$ $BABA-W (09988.HK)$ $TENCENT (00700.HK)$ $JD-SW (09618.HK)$ $Global X MSCI China Consumer Discretionary ETF (CHIQ.US)$ $BYD COMPANY (01211.HK)$ $EVERGRANDE (03333.HK)$
Companies like $PDD Holdings (PDD.US)$ , $Tencent Music (TME.US)$ , and $NetEase (NTES.US)$ remain attractive for their business strength, market position, and valuation, even after recent declines.
CMSI's top picks are $TENCENT (00700.HK)$ , ...
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