Earnings Week Ahead: PLUG, CSCO, WMT, BABA, AMT, JD, TCEHY, and More
Trump Says 'GREAT PROGRESS MADE' at U.S.-China Trade Talks, Which Will Resume Sunday
Notable Analyst Calls This Week: Uber, Twilio and EQT Among Top Picks
10 Communication Services Stocks Whale Activity In Today's Session
Sea Shares Are Trading Lower After B of A Securities Downgraded the Stock From Buy to Neutral.
By comparing Apple, Tesla, and BYD, Morgan Stanley explained the logic behind Xiaomi's valuation potentially doubling within five years.
Morgan Stanley believes that, referencing the historical data of Tesla and BYD, as Xiaomi's electric vehicle sales explode over the next two years (with a CAGR of over 100%), the company's electric vehicle Business P/S is also expected to expand rapidly, reaching 2-3 times by 2026. Furthermore, with the model of "Smart Phone + AIoT + Internet services", Xiaomi is expected to replicate Apple's success, with Morgan Stanley predicting that this Business will reach a PE of 20-25 times by 2025.
Game Developers: Seeking Alpha Analysts Vs Wall Street
B of A Securities Downgrades Sea to Neutral, Maintains Price Target to $160
Sea Analyst Ratings
Expectations for progress in the Japan-China trade agreement have led to a recovery to 37,500 yen.
The Nikkei average saw a significant rise. It closed at 37,503.33 yen, up 574.70 yen (estimated Volume of 2.6 billion 40 million shares), recovering to the 37,500 yen level for the first time in about a month and a half since March 27. Anticipation of progress in the US-China ministerial trade negotiations starting on the 10th led to buying across a wide range of stocks. When approaching the psychological milestone of 37,500 yen, there were instances where the increase was reduced due to selling in anticipation of a pullback and profit-taking adjustments ahead of the weekend, but in the latter half of the trading session, there was a movement of short covering.
Sea's Growth Engine: What to Expect from Q1 2025 Results
Alibaba Group Q1 2025 Earnings Conference Call
Sea Limited Q1 2025 Earnings Conference Call
Xiaopeng Huitian is one step closer to officially "going to the sky": the application for production license has been accepted, and the completion of the mass production factory is at 70%.
① Xpeng Huitian announced that the production license (PC) application for the "land aircraft carrier" flying object (code name: X3-F) has officially been accepted by the Civil Aviation Administration of China Southern Region. ② Xpeng Huitian will continue to actively cooperate with the authorities to carry out model qualification and production license verification work, aiming for mass production and delivery in 2026. ③ The completion rate of the Xpeng Huitian flying car manufacturing base has reached 70%.
Yamazaki Baking, Nomura Real Estate HD ETC (additional) Rating
Upgraded - Bullish Code Stock Name Securities Company Previous Change After -------------------------------------------------------- <7731> NIKON CORP SPONS Macquarie "Neutral" "Outperform" Downgraded - Bearish Code Stock Name Securities Company Previous Change After -------------------------------------------------------- <4205> Zeon SMBC Nikko "
The Ministry of Industry and Information Technology is publicly soliciting opinions on the regulation of hidden door handles.
① The Ministry of Industry and Information Technology publicly solicited opinions on May 9 regarding the revision plan for the mandatory national standard "Safety Technical Requirements for Autos Door Handles"; ② This standard will fill the gap in regulations concerning hidden interior door handles and will focus on the potential escape and rescue risks of electric and hidden door handles.
Recruit Holdings, SBI, ispace, NTT (9th) (5016-9908)
※ The above Calendar is only a schedule and may be subject to change due to the company's circumstances.--------------------------------------- May 9 (Friday) <5016> JX Metal <5017> Fuji Petroleum <5186> Nitta <5191> Sumitomo Riko <5202> Bans glass <5262> Nippon Hume <5283> Takamizawa <5287> Ito-Yokado <
Taobao has set its sights on the traffic of Xiaohongshu.
A "marriage" between e-commerce platforms and content platforms.
Chinese Tech Earnings Season Kicks Off: Will JD.com, Tencent, or Alibaba Lead the Rally?
Under the "safety equality" context, prices have dramatically dropped. Will Lidar make a comeback in vehicles?
① The 2025 Avita 12 is launched with the "three Lidar solution", which is currently the only "three Lidar" case in the 0.3 million level; ② The deepening Global Strategy cooperation reached a month ago between LEAPMOTOR and Hesai Technology also focuses on "Lidar".