Daily Bull Market | The bull certificate heavy volume range is 19,300-19,399, with the latest bull market street ratio at 64:36; Alibaba is listed today, and the market is expected to record high single-digit revenue growth year-on-year.
Hang Seng Index night session closed at 19,464 points, up 23 points or 0.118%, reaching a high of 28 points; Hong Kong stock good warehouse net inflow of 0.1 billion Hong Kong dollars, weak warehouse net outflow of 65 million Hong Kong dollars; the top five stocks with inflow in good warehouse are Hang Seng Index, jd.com, Meituan, Alibaba, Lenovo.
Appaloosa Hedge Fund Buys Vistra, Sells Boeing
Futu Morning Post | Powell 'hawkish': Strong economic performance, no rush to cut interest rates; Buffett's new warehouse received, Domino's surged more than 18% after-hours, Pool rose over 6%
Blackrock bought heavily into Apple in Q3, continuing to increase shareholding in the 'Big Seven'; 'Smart Money' betting on the trend of China: Q3 prototype of 'The Big Short' increased shareholding in Alibaba and other Chinese concept stocks; Disney rose more than 6%, fourth quarter performance exceeded expectations with a $3 billion share buyback plan.
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.
"Smart money" betting on the rise of China: In Q3, the prototype of the "Big Short" increased its shareholding in Chinese concept stocks such as Alibaba, jd.com, while the new fund star Keystone initiated positions in three major Chinese concept ETFs.
In the third quarter, the fund under Michael Burry increased its shareholding in Alibaba by 0.045 million shares to nearly 0.2 million shares, doubled its hold positions in jd.com to 0.5 million shares, and increased its shareholding in baidu by 0.05 million shares to 0.125 million shares. At the end of the quarter, it held three Chinese concept stocks valued at 54 million dollars, accounting for 65% of the total fund's stock holdings. Meanwhile, the fund bought corresponding put options for these three Chinese concept stocks to hedge risks.
Coatue Management Top Q3 Moves: Cuts Nvidia, Exits CRM & UNH, Piles Into Chinese Stocks
KraneShares CSI China Internet ETF Options Spot-On: On November 14th, 214.78K Contracts Were Traded, With 3.45 Million Open Interest
On November 14th ET, $KraneShares CSI China Internet ETF(KWEB.US)$ had active options trading, with a total trading volume of 214.78K options for the day, of which put options accounted for 46.49%
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...
8 Consumer Discretionary Stocks Whale Activity In Today's Session
jd.com's performance in the first three quarters increased by more than 50%, making significant contributions to the 'trade-in old for new' and white label retail.
JD.com executives stated that the consumption potential stimulated by national subsidies in the third quarter has not been fully unleashed yet. The continuation of this policy is very helpful in boosting consumption, and there are also hopes for consumer confidence to continue to strengthen. Looking at the whole year, the group is confident that profits will exceed double-digit growth.
bilibili posted its first quarterly profit since going public: the gaming business aims for "long-term operation" and plans to buy back $0.2 billion of stocks in the next two years.
①Bilibili's net income after adjustment in the third quarter was 0.24 billion yuan, also its first quarterly profit since going public. ②Bilibili will cumulatively repurchase stocks worth no more than 0.2 billion US dollars in the next 24 months.
Mobile gaming and advertising revenue surged, Bilibili's Q3 revenue increased by 26% year-on-year, and net income turned positive for the first time after adjustments.
In the third quarter, bilibili continued to improve commercialization efficiency, with revenue from mobile games and advertising businesses increasing by 84% and 28% year-on-year, respectively, leading to the adjusted net income turning positive for the first time.
Express News | alibaba: On November 13, about 19.9842 million USD was spent to repurchase 1.7426 million shares.
Express News | Bilibili: Net income adjusted to 0.236 billion yuan in Q3, compared to a net loss of 0.863 billion yuan in the same period last year.
Amazon Rolls Out $20-or-less 'Haul' Store to Rival Temu, Shein
jd.com's Q3 revenue was 260.4 billion yuan, an increase of 5.1% year-on-year.
Adjusted net income was 13.2 billion yuan, a year-on-year increase of 23.9%.
Asia Markets Mixed, Mirroring Global Market Sentiments as Investors Assess Latest U.S. CPI Figures
Not only emphasizing low stock price competition, Douyin, Kuaishou, and Xiaohongshu are each seeking differentiated new paths | November 11 shopping festival-related observation.
① Professional analysts have pointed out that, unlike the past few years where the focus was purely on low stock price competition, both brand merchants and e-commerce platforms now pay more attention to attracting higher quality products through differentiated innovation. ② Some brand representatives have stated that there are more and more platforms and merchants, but the demand is limited; breaking free from traffic dependence depends on product quality, services, and whether the approach is user-centered.
Express News | Tencent rose nearly 2%, with adjusted net profit in Q3 up 33% year-on-year.
Daily Bull and Bear | The Hong Kong stock market is fluctuating, and there is divergence in the funding situation, with a net inflow of 65 million HKD in the Hang Seng Index's long and short positions; the three major telecommunications operators are maki
As of market close, the total market turnover was 184.618 billion Hong Kong dollars, with all structured warrants totaling 18.476 billion Hong Kong dollars, accounting for 10% of the total market turnover, of which long positions accounted for 6.5% and short positions accounted for 3.6%.