Get started

Huawei

Could Huawei device sales overtake Apple's iPhone 15 in China?Apple's (AAPL) iPhone 15 sales are reportedly slumping among Chinese consumers, down 4.5% compared to the first few weeks of the iPhone 14's sales. Huawei's Mate 60 line of foldable phones has been making waves over its new hardware features, but is it enough to overturn Apple's dominance in the Chinese market? IDC Worldwide Tracker Team Research Director Nabila Popal comments on whether the domestic developer could truly capture Apple's market share if geopolitical tensions in the U.S.-China semiconductor race open up new opportunities for Huawei. "It will take a lot of time for Huawei to gain back that lost share, especially... if you zone in on just the premium segment within China, Huawei at its peak had about 58% share," Popal says.
NASDAQ:AAPLShort
by DEXWireNews
BlackBerry still a Buy?On Dec. 1, Blackberry announced it had partnered with Amazon Web Services to develop and bring to market BlackBerry's Intelligent Vehicle Data Platform, IVY. Automakers will be able to use the software for the smart and autonomous electric vehicles being developed. On Oct. 16, Blackberry announced it was partnering with Zoom. Zoom will be using Blackberry’s Blackberry Dynamics cybersecurity software in its mobile platform to protect companies from cyberattacks and data breaches. Blackberry Dynamics software also provides secure video conferencing, which Blackberry says will become more necessary as companies move away from in-person meetings. Earlier this month, it was reported that Blackberry had sold 90 patents to Chinese telecommunications company Huawei. (Source: benzinga.com) Please leave me a message if you want to test the buy and sell indicators that i am using.
NYSE:BBLong
by BuySellMarketMaker
Apple shares - How far can it go?This is not healthy... Apple going parabolic... When is Huawei going to launch and when is Xiaomi going to take over a bigger part of the market? Could Apple's Stock crash early 2021 after the elections? I think we could see one more huge leg to the upside on Apple to 200-300 levels where it should crash at some point. On the other hand US prints trillions. Still it does not affect the valuation of USD because this money is flowing right into all the big american companies. Imagine those trillions flowing back into USD. There would be so much USD in circulation that USD would lose so much value. If they want to devaluate USD that's their way to go. But probably that's not their goal and probably it will never end xD Crazy, nearly 2 trillion in market cap.
NASDAQ:AAPL
by Thierry88
AT&T: The western face of 5G?Pompeo announced this evening that Hong Kong is no longer an independent part from China. Chinese investors and business people are buying as much influence and shareholder stake in HK. Who benefits? China. Anyways, on top of the announcement, the CFO of Huawei was denied extradition proceedings. So far, U.S can’t prosecute yet. Quite unfortunate given the announcement the U.S Government made earlier. My thoughts - Huawei is so far the leading company in 5G, the US knows that and it has come to terms with a closed door alliance with China. If you can’t beat them, join them, so that you understand them, and then try beating them again lol. Back to my question, for any one out there who wants to discover the real truth, for those who question everything, even what’s on CNN, do you think it’s a good time to buy AT&T? Like, yes it holds loads of debt, but I think the real value is that they are the only company that has the reach and resources atm to compare shoulder to shoulder with Huawei . Plus, if Huawei has completely dominated the Easter world, shouldn’t we take some western pride too? Or what’s every one thinking?? What will I do? Follow up tomorrow morning.
NYSE:TLong
by normaescobarca
3
Meeting with tech executives on Huawei ban at White House - NewsReported by Reuters White House economic adviser Larry Kudlow will host a meeting with semiconductor and software executives on Monday to discuss the U.S. ban on sales to China's Huawei Technologies Co Ltd , two sources briefed on the meeting said on Friday (July 20th). Treasury Secretary Steven Mnuchin will also attend the White House event, to which chipmakers Intel Corp and Qualcomm Inc have been invited, the people said. The subject of Huawei was expected "to come up but that it is not the reason why they are convening the meeting," said the official, who spoke on condition of anonymity. The future of U.S. companies' ties to Huawei, the world's no. 1 maker of telecommunications equipment, remains uncertain after the Trump administration put the company on a blacklist in May, citing national security concerns. One of the people briefed on Monday's meeting said Broadcom Inc was also invited to the White House event. Microsoft Corp was also expected to receive an invitation, the person said. ----------------------------------- *We could possibly see some volatility this week with this meeting.
NASDAQ:SOX
by dorfmanmaster
G20 meeting results, OPEC & tough weekThe G20 meeting was the main even however the markets were not so much interested in the summit as in one particular meeting Trump - Xi. At stake was the fate of trade negotiations between countries. Markets have been waiting for the end of the trade war. As we expected the leaders Trump and Xi agreed to resume trade negotiations on Saturday, June 29. The main surprise was the decision to allow US companies to sell Huawei products. Against the background, safe haven assets have naturally undergone sales. However, returning to the negotiating table is not the end of the trade war. So today we will and buy gold, as well as the yen. For instance, sell USDJPY around $108.50 mark, and buy gold around $1385 mark. While the markets are preparing for the OPEC meeting and the extension of OPEC + №2 (95% of the polled experts believe that the contract will be extended), and even its expansion, the US continues to take advantage of the moment and increase oil production. Oil production in the United States in April exceeded 12 million barrels per day, thus setting a new record. And the number of active oil installations in the United States has increased again. This time, according to Baker Hughes, it has increased by 4 pieces. OPEC members will meet later on Monday. On Tuesday, the Reserve Bank of Australia may reduce the rate (in this light, we recommend paying attention to AUDUSD sales). In addition, data on business activity in the US will be published and data on the NFP will end up the week. Our trading preferences this week are as follows: we will look for points for sales of the dollar and the Russian ruble. Sell USDJPY, in addition from now on we will build up a short position in the AUDUSD pair. Oil is still paused until the OPEC meeting results announcement. As for gold, this week we will work without obvious preferences, selling from overbought and buying from overselling areas.
Short
by Trade24Fx
Trade-war relief - July 2019Trump and Xi Ping have come to a tariff truce at G-20 this weekend. Trump is now using Huawei (previously blacklisted, banned, etc.) as a bargaining chip, allowing TEMPORARILY, U.S. companies to continue doing business with China's Huawei. Here is a list of Top 20 U.S. based Huawei suppliers . I believe most of them will rally this month (July 2019). - Percentage number next to stock symbol is the revenue exposure to Huawei Intel (INTC) - 1% Advanced Micro Device (AMD) - 2% Broadcom (AVGO) - 6% Qualcomm (QCOM) - 5% Microsoft (MSFT) Nvidia (NVDA) CommScope (COMM) - 2% Texas Instruments (TXN) Seagate Technology (STX) - 4% Micron Technology (MU) - 2% Qorvo (QRVO) - 11% Flex (FLEX) - 5% Skyworks (SWKS) - 6% Corning (GLW) - 2% Analog Devices (ADI) - 3% NeoPhotonics (NPTN) - 47% Western Digital (WDC) Lumentum (LITE) - 11% II-VI (IIVI) - 8% Finisar (FNSR) - 8% Maxim Integrated (MXIM) - 4% Keysight Technology (KEYS) - 2% Marvell Technology (MRVL) - 1% Note: Trump can go back on the Huawei deal at any time.
NASDAQ:SOXXLong
by dorfmanmaster
1
Peaceful US and GDP data & Bitcoin is blowing a bubbleYesterday, a fairly clear signal from the United States was received by markets and China. The USA is interested in a peaceful outcome. The information that the United States has decided to postpone the introduction of additional tariffs on Chinese goods (over $ 300 billion). Treasury Secretary Steven Mnuchin said: ‘We were about 90% of the way’ on China trade deal and there’s a ‘path to complete this’. American companies found a way to circumvent the ‘Huawei’ ban. Recall, we have advised selling gold at USD 1430-1435. So those ones who followed our recommendations would have earned good money. The correlation between cryptocurrency prices reached 21% (!). We believe that there is nothing behind such growth and another price bubble will burst soon. Once again, we note that there is no logic in growth. A surge of optimism among buyers after Facebook “Libra” was announced is actually an odd thing. If Facebook had announced that Bitcoin is its reference currency, then yes, it would be possible to understand the current growth and even consider it reasonable. But we are talking about the emergence of a superpowerful competitor to Bitcoin, which will get the lion's share of the market and buying Bitcoin on this background is illogical at least. So we continue to recommend sales of key cryptocurrencies, Bitcoin primarily. As for the macroeconomic statistics published yesterday, orders for durable goods in the United States were frankly failed (-1.3% with a forecast of -0.3%), and the trade balance also turned out to be much worse than experts' expectations ($ 75.5 billion against forecasts - $ 71.8 billion). Nevertheless, the dollar felt quite confident in the foreign exchange market. However, today the situation might change. US WPF data might be unpleasantly surprised, and then the dollar simply will have no options than to decline. Our trading preferences for today: we will look for points for selling the US dollar against the Japanese yen, the euro and the pound. And also we will actively sell the ruble both on the intraday basis and the medium terms. As for gold, today we, perhaps, will work without obvious preferences, buying and selling gold on the intraday basis in its oversold / overbought levels.
BITFINEX:BTCUSDShort
by Trade24Fx
1
Chinese white paper, India in cross-hairs & Bank of Australia China releases white paper, India in the crosshairs, Bank of Australia decision China has maintained a paused after the US showed trade aggression, apparently, hoping to reach an agreement. Apparently, hopes were not justified. As a result, the so-called “White Paper” was born. The document, which sets out the position of China in order to negotiations with the United States on trade and economic issues. The main message is the following: China does not want a trade war with the United States, but will not avoid it if it is needed. Also, China quite clearly set forth its terms for a deal with the United States: the USA cancelling all duties on goods imported from China. In addition, China is gradually starting to counterattack. For instance, the investigation began against FedEx Corp. the other day. Huawei accused FedEx of sending two parcels with important commercial documents to the United States. According to the results of the investigations, FedEx Corp. may fall into the list of unreliable companies. Meanwhile, Trump is planning to open another front of the trade war - the Indian one. From June 5, the States may deprive India of the status of a country with a developing economy, which will exclude the possibility of duty-free export to the United States of more than 2,000 Indian goods. In general, everything is bad. Morgan Stanley analysts have warned about this that further growth in trade tensions may lead to negative US economic growth as early as Q3 2019. Therefore, our recommendations are: buying safe-haven assets (gold and Japanese yen) and selling the dollar. From the events of today, it is worth noting the Reserve Bank of Australia meeting, at which the Central Bank lowered the rate by 0.25%. This is definitely a bearish signal for the Australian dollar. Given the intensification of the trade war, while AUDUSD is below 0.70, we recommend looking for points for selling of AUDUSD on the intraday basis and the medium-term directions. Our positions for today: we are continuing to look for points for buying of the euro and the pound against the US dollar, sales of oil and the Russian ruble, as well as buying of gold and the Japanese yen. In addition, we will buy the Canadian dollar against the US dollar.
Short
by Trade24Fx
APPC - Fundamentals align with Technicals Eyebrows are raising across the Market as Huawei reportedly approached Aptoide (The developers of Appcoins) for application store integration in their new os Hongmeng after the big Google ordeal. About Aptoide, its an alternative marketplace for mobile applications which runs on the Android operating system. In Aptoide, unlike the default Google Play Store, there is not a unique and centralized store; instead, each user manages their own store. Huawei is the second largest player in the Smart-phone market which means a strong demand and use case for App-coins, once the Aptoide store is integrated in to the new Hongmeng OS (yes it supports android apps). This could possibly be a major catalyst for APPC, as we believe development of the Huawei ecosystem won't take too long, and the market does not take too long to readjust to such developments, either. The chart attached has target prices, but we suggests traders trail stops rather than selling APPC. The purpose here is to get maximum juice out of this trade.
ALong
by Bitbloxx
Worst record of pound, Fed, dollar growth & drop in price of oilEscalation of a trade war has led not only to concerns expansion about global economic growth, but also to a fall in the rates of developing countries’ currencies. Since quotation mainly goes against the dollar, it has become an unwitting beneficiary because of this. The correlation between the dynamics of the dollar and the currencies of developing countries reached a maximum value. So the dollar reigned on its throne again. Given the current US attack on China’s technology sector (just yesterday, Huawei also received 5 more Chinese technology companies from the US Government), analysts at Nordea Investment Funds are expecting the dollar to strengthen further in the foreign exchange market, especially against the currencies of developing countries. However, our position goes contrary to the above. We believe that the dollar climbed too high, and will continue to look for points for its intraday and medium-term sales. The pound, however, is continuing to experience serious difficulties. Against the euro , the dollar is experiencing the longest series of falls in history. May confidently goes to her fourth defeat in an attempt to approve a contract test in Parliament. According to current information, the date of voting is scheduled for June 3. But the pressure on May is increasing also many people are no longer sure that she will generally hold out at the helm before the voting, let alone after its results. Despite a more than obvious fundamental negative, it seems like current prices are already interesting enough to begin the first round of medium-term buying. This is a long game, so you need to be prepared to endure several hundred accumulated losses and periodically average position. But in the end, of course, in our opinion, the transaction should gild or, at least, significantly increase the financial result. The motivation for buying is still the same – “rigid” Brexit, that markets are being discounted for, is an extremely unlikely option, which means that the markets got caught up in selling pounds and went below its fair value, especially in the case of the most gate-breaking outcomes of Brexit: the parties either agree, or a repeated referendum will generally remove this issue from the agenda. The minutes of the last FOMC Fed meeting were published yesterday. Representatives of the Central Bank announced that their "patient" approach will remain relevant for some time. That is, the pause is delayed. As for other news and macroeconomic statistics, inflation in the UK is slightly lower than expected, but markets are not interesting at, for now, so no conclusions can be made about this. Retail sales in Canada came out better than expected and only strengthened our desire to look for points for buying the Canadian dollar. About the oil , perfectly fulfilled our sales recommendations yesterday. The formal reason for the start of sales of steel data from the US Department of Energy on oil reserves in the US, which increased by 4.74 million barrels over the week (the markets were preparing for reduction by 1.7 million barrels). Recall, we recommend medium- term and intraday sales of oil . Thursday promises to be quite a busy day in terms of macroeconomic statistics. First of all, we pay attention to the indicators of business activity in Europe and the USA, as well as the state of the real estate market in the USA. Our trading positions today are as follows: we are looking for points for buying of the euro against the US dollar , sales of oil and the Russian ruble , as well as buying of gold and the Japanese yen .
Long
by Trade24Fx
VODACOM (VOD) DAILY TIMEFRAME LONGNever has there been so many multiple confluences on a single chart as this one. Firstly, price formed a head and shoulders pattern on the weekly chart, and tumbled down after the completion of the right shoulder and breach of the price below the the neckline. Secondly, prices have managed to stay under the neckline, which was a key psychological level at 14 000. You know how crazy people can be around round numbers. Also, the price is moving in a steady downtrend as depicted by the lower lows and lower highs and the descending trendline unmasks this. Price is now around the 12 000 key psychological area and the lower timeframes already show a rejection in the form of a bearish candle. I expect prices to continue going down. A fail-safe would be to wait for prices to approach the descending trendline and opening short position once clear signs are given. I would like to thank all the readers and fans for showing love and supporting my content. If you want me to cover a particular asset/security, please dm me.
JSE:VODShort
by munyaelliott