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Volatility - Do Not Resuscitate - Evergrande (VIXplosion)Idea for Macro: - Free money is cut off at the source. China Credit Impulse turned negative > Evergrande is first to fall > Overseas investments downsized > widespread effects. - China was the only productive economy in 2020 > driver of global economy (60% importer of oil). - CN30Y is closely correlated to CCI > leads US30Y > leads US risk assets. - Chinese Central Bank POC draining liquidity from the system (Injects 10 bn yuan via RRP while 30 bn yuan expires). - China HY leads down > US HY/Junk goes down > NDX goes down: - Currency showing strength: When you see currencies, bonds, and equities rising together, it means normal correlations have fallen apart. Typical before a crash/crisis type event. CCI is the leading indicator. Will see a VIXplosion. GLHF - DPT
HKEX:3333Short
by UnknownUnicorn1043646
4
Warren Buffet Is Up 3,000% On This Electric Vehicle CompanyEveryone is always talking about Tesla and Nio in the electric vehicle space, but one of my favourite electric vehicle (and battery) companies is BYD. They are HUGE. Well worth having a bit of a Google around - especially YouTube for more information on them to see some of their cars and how they compare. You can find BYD directly on the HK exchange via HKEX:1211 or on the US exchange via OTC:BYDDF or OTC:BYDDY (no one I've found understands the difference between these two in terms of which is best to buy). The technical analysis dials below the chart you can find here: www.tradingview.com
HKEX:1211Long
by zAngus
SMIC's R&D VP Resigns, Giving Up CNY 9.3 Mn in SharesOn July 4, Chinese chipmaking giant SMIC announced that the company's vice president of R&D and its core technician, Dr. Jingang Wu, has recently applied for resignation due to personal reasons. He will no longer hold any position in the company. According to the recent statement of China's largest foundry SMIC (688981:SH, 00981:HK), the company's R&D work remains the same, and Dr. Wu's resignation has not imposed any significant adverse impact on the company's overall R&D strength. Dr. Wu joined SMIC in 2001. Since then, he has successively served as assistant director, director and senior director. From 2014, he has been the vice president of R&D. During his tenure, Dr. Wu has mainly been in charge of the company's fin field-effect transistor (FinFET) advanced technology R&D and management, which is a critical enabler for furthering SMIC's 0.35-micron process technology to the nano-FinFET level. Regarding confidentiality and competition restrictions, SMIC stated that Dr. Wu was required not to disclose any of the company's secrets or proprietary information and shall not work for any competitors within 12 months after his resignation. Also, the 160,000 restricted stocks Dr. Wu has been granted for equity incentives in May, equivalent to the market value of CNY 9.3 million based on the current stock price, would become invalid after his resignation.
HKEX:981
by EqualOcean
China Mobile Reduces the Power Consumption of 5G Base StationThe large operator has built more than 50% of the 5G base stations in the world. In July 2021, China Mobile announced that the power consumption of the 5G base station had been reduced to a figure amounting to about three times that of the 4G base stations, about 1900W. The energy consumption of a single station was more than four times that of a 4G station in 2019. At that time, according to China Mobile, a single 4G base station required about CNY 20,000 operating fees per year, while a 5G base station required about CNY 55,000. Even as the technology becomes more widespread, high power consumption continues to be an important factor hindering the development of 5G. In the future, the company hopes to further reduce the energy consumption of 5G base stations through the use of new technology layers and devices. The company's goal is to reduce the peak power consumption of 5G base stations to twice that of 4G by 2025. By the end of March 2021, the number of 5G base stations in China had reached nearly 820,000, accounting for 70% of the 5G base stations in the world. Among them, China Mobile accounted for half, with 410,000 stations. At present, the number of 5G user connections in China exceeds 280 million, accounting for 80% of global 5G connections. Overall, the reduction of energy consumption has serious strategic meaning for the Chinese 5G industry.
HKEX:941Long
by EqualOcean
1
Breakout Quarter: Xiaomi is Growing Astonishingly in Q2 20215G devices' sales in China are growing fast. On July 6, market research firm Strategy Analytics reported that Chinese brands including OPPO, vivo and Xiaomi have reached a staggering number of sales – around USD 15 billion – in Q1 2021, twice that of LTE in the same period. Data shows that Chinese smartphone manufacturers are rapidly transforming from 4G to 5G. As high-end devices shift towards 5G, the market size of LTE mobile phones has shrunk by 50% in the past quarter. According to the report, the revenue for 5G achieved an over 500% growth in Q1 2021. Shipment volume to the Chinese market rose 35% year-on-year, compared with the global average of 24%. However, Apple still led in the shipments and revenue of 5G, plus the 4G LTE devices. In the global top-10 list by revenue for 5G, there are seven Chinese vendors, but in terms of consumers' willingness, they are not yet comparable to high-end brands such as Apple and Samsung. Chinese manufacturers are bringing higher value to the international market, which forces other brands to improve their mid-range product portfolio.
HKEX:1810
by EqualOcean
JD.com HEALTH ~ Looking for movement to appear soon... JD HEALTH as retail pharmacy has started to be online, and notice increase of sale retail is now online multiple supported showing JD Health have been ranging near the IPO price, premature Head and Shoulder is forming up. Currently it's at lower zone, expecting as break out happening soon with the lower range support to TP1 $124 and above.. If support break we might be looking under IPO prices. Circle indicate possible low. Good Luck!!
HKEX:6618Long
by JarvisTan
2
BYD to Sell 1,500 Cars in Norway by End-2021BYD ( HKEX:1211 OR OTC:BYDDF OR OTC:BYDDY ) is quite probably my favourite Electric Car Company with the biggest future - even potentially greater than Tesla, but it is SO much more than that. It is a massive company that does everything from producing its own cars, buses, trucks, electric bicycles, forklifts and rechargeable batteries. Its profile suffers because it is a Hong Kong listed stock, and can only be purchased on the OTC markets in the US. You can buy either of OTC:BYDDF OR OTC:BYDDY Oh and did I mention Warren Buffet owns a bit under 9% of the company. One to watch.
HKEX:1211Long
by zAngus
2
China's SaaS: An 'Open Ocean' Up Ahead (4/4)China's cloud computing industry is still gradually developing, which implies infinite opportunities. When it comes to SaaS, the potential is even larger. This article is an overview of the country's cloud computing industry featuring the key players in the market, including Kingdee, Kingsoft, Youzan and Weimob. Server device In China, public cloud services have been increasingly popular, along with a number of existing customers showing desires to extend and customize the providers' offerings at their own expense. The country's cloud service value chain possesses enormous investment value at different levels. One reason is that the high cost of data migration generates solid user stickiness; the other reason is the relative independence of the sector from macroeconomic fluctuations. As projected by IDC, the cloud computing penetration among enterprises will increase to 15.8% by 2024 in China. By then, the market size will reach CNY 563.3 billion. Currently, China's cloud market is at an early stage of development, with a lower market penetration rate compared with that in the United States. As per R&D World, China's spending on research and development (R&D) is expected to top with USD 621.5 billion in 2021, denoting a 25.5% share of the global R&D spending that year. In contrast, China's spending on cloud computing services only accounts for 6.2% of the global figure. It points to the fact that there is a great potential for the cloud computing market within China along with the continuing technological development. 11 out of the 20 most prominent tech companies in the US have been intensively engaged in the software-as-a-service (SaaS) business, which accounts for 40% of the value of those 20 companies. On the contrary, only 6 out of the 20 major tech players in China have SaaS business, occupying slightly 3% of the total value of those 20 largest Chinese techs. The industry's key players in China are the local SaaS providers such as Kingdee and foreign players that charge exorbitant prices in exchange for customized services. Considering China's strict regulation on foreign companies, especially in various technology-related fields, the local companies are more likely to get the upper hand in the competition. Weimob (02013:HK) Weimob was founded in 2013 and currently has over 5,700 employees, 1,600 channel partners, and 3 million registered merchants. Providing cloud-based commerce and marketing solutions, it leverages Tencent’s social networking service platforms for SMBs in China. The company provides SaaS and other software for e-commerce, retail, catering, hotel, local life and other industries, enabling merchants to carry out traffic management, obtain public domain traffic, and supports them to achieve digital transformation. In view of the recent trend of more enterprise customers maintaining direct connections with users through WeChat, Weimob will see strong momentum in digital commerce revenue growth and continue to expand its scope from the SaaS area to more extended services.
HKEX:2013
by EqualOcean
China's SaaS: An 'Open Ocean' Up Ahead (3/4)China's cloud computing industry is still gradually developing, which implies infinite opportunities. When it comes to SaaS, the potential is even larger. This article is an overview of the country's cloud computing industry featuring the key players in the market, including Kingdee, Kingsoft, Youzan and Weimob. Server device In China, public cloud services have been increasingly popular, along with a number of existing customers showing desires to extend and customize the providers' offerings at their own expense. The country's cloud service value chain possesses enormous investment value at different levels. One reason is that the high cost of data migration generates solid user stickiness; the other reason is the relative independence of the sector from macroeconomic fluctuations. As projected by IDC, the cloud computing penetration among enterprises will increase to 15.8% by 2024 in China. By then, the market size will reach CNY 563.3 billion. Currently, China's cloud market is at an early stage of development, with a lower market penetration rate compared with that in the United States. As per R&D World, China's spending on research and development (R&D) is expected to top with USD 621.5 billion in 2021, denoting a 25.5% share of the global R&D spending that year. In contrast, China's spending on cloud computing services only accounts for 6.2% of the global figure. It points to the fact that there is a great potential for the cloud computing market within China along with the continuing technological development. 11 out of the 20 most prominent tech companies in the US have been intensively engaged in the software-as-a-service (SaaS) business, which accounts for 40% of the value of those 20 companies. On the contrary, only 6 out of the 20 major tech players in China have SaaS business, occupying slightly 3% of the total value of those 20 largest Chinese techs. The industry's key players in China are the local SaaS providers such as Kingdee and foreign players that charge exorbitant prices in exchange for customized services. Considering China's strict regulation on foreign companies, especially in various technology-related fields, the local companies are more likely to get the upper hand in the competition. China Youzan (08083:HK) Youzan provides merchants with social network-based SaaS systems with omnichannel operations and integrated new retail solutions, applying PaaS cloud services to create business customization options while providing extended services, such as Youzan Guarantee, Youzan Distribution and Youzan Promotion. Within Youzan's ecosystem, merchants can sell items via social networks, managing their own omnichannel retail through the company's SaaS solutions. The firm also offers a variety of cloud-based commerce services to merchants through a suite of SaaS products such as Youzan WeiMall, Youzan Retail, Youzan Chain, Youzan Beauty and Youzan Education. In addition, Youzan specializes in the SaaS business that supports SME merchants and facilitates retail transactions. Across industries, management teams lacking a technical background can easily open a customized online store on Youzan. Youzan's gross merchandise volume (GMV) in 2020 was CNY 103.7 billion, a 61% increase compared to 2019's figure. In the same year, the gross profit margin of its SaaS products increased by 11.8%, reaching 76.0%.
HKEX:8083
by EqualOcean
China's SaaS: An 'Open Ocean' Up Ahead (1/4)China's cloud computing industry is still gradually developing, which implies infinite opportunities. When it comes to SaaS, the potential is even larger. This article is an overview of the country's cloud computing industry featuring the key players in the market, including Kingdee, Kingsoft, Youzan and Weimob. Server device In China, public cloud services have been increasingly popular, along with a number of existing customers showing desires to extend and customize the providers' offerings at their own expense. The country's cloud service value chain possesses enormous investment value at different levels. One reason is that the high cost of data migration generates solid user stickiness; the other reason is the relative independence of the sector from macroeconomic fluctuations. As projected by IDC, the cloud computing penetration among enterprises will increase to 15.8% by 2024 in China. By then, the market size will reach CNY 563.3 billion. Currently, China's cloud market is at an early stage of development, with a lower market penetration rate compared with that in the United States. As per R&D World, China's spending on research and development (R&D) is expected to top with USD 621.5 billion in 2021, denoting a 25.5% share of the global R&D spending that year. In contrast, China's spending on cloud computing services only accounts for 6.2% of the global figure. It points to the fact that there is a great potential for the cloud computing market within China along with the continuing technological development. 11 out of the 20 most prominent tech companies in the US have been intensively engaged in the software-as-a-service (SaaS) business, which accounts for 40% of the value of those 20 companies. On the contrary, only 6 out of the 20 major tech players in China have SaaS business, occupying slightly 3% of the total value of those 20 largest Chinese techs. The industry's key players in China are the local SaaS providers such as Kingdee and foreign players that charge exorbitant prices in exchange for customized services. Considering China's strict regulation on foreign companies, especially in various technology-related fields, the local companies are more likely to get the upper hand in the competition. Four companies discussed below are those positioned exceptionally well to benefit from the country's cloud upgrade: Kingdee (00268:HK) Holding 6.8% of China's cloud market, per EqualOcean data, Kingdee has maintained the largest share in enterprise SaaS cloud services for two consecutive years, while its enterprise-grade SaaS ERM (cloud ERP) and 'Financial Cloud' services have taken this position for 4 consecutive years. Kingdee is also one of the largest ERP software providers in China. In 2020, Kingdee continued to redirect resources to the SaaS business, leveraging its large corporate customer pool, in an attempt to gradually alienate itself from the ERP software business by focusing on the development and promotion of subscription-based cloud products. As a result, the SaaS business reached 57% of the total revenue in the 2020 fiscal year, surpassing the ERP business (43%) for the first time. After cultivating a solid customer base in its ERP segment, Kingdee would be able to convert many of them into buyers of the other services.
HKEX:268Long
by EqualOcean