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Is Huakai eBay taking over Tongtuo Technology a good business? ｜Reporter's Observation
① Huakai eBai bought established cross-border e-commerce Tongtuo Technology from Huading Co., Ltd. with 700 million dollars in cash. Whether they can collaborate or is the key to success or failure. ② The case where two A-share listed companies obtain what they need through mergers and acquisitions to optimize asset allocation and focus on the core business has recovery value. Will there be more similar transactions in the future?
The pressure to remove inventory from non-clothing and accessories categories reduced the net profit growth in the first quarter of the Saiwei Era | Financial Report Interpretation
① Saiwei Era achieved revenue of 1,799 billion yuan in the first quarter, up 44.66% year on year; net profit to mother was 86.0449 million yuan, up 65.58% year on year; ② The company said during an earlier survey by the agency that the pressure to remove inventory from non-apparel categories has been drastically reduced, and it is expected that it can return to a normal pace of growth this year.
Focusing on boosting the Latin American market, Huakai Ebay plans to achieve revenue of 8.5 billion dollars in the cross-border e-commerce sector this year|Financial Report Interpretation
① In 2023, Huakai eBay achieved operating income of 6.518 billion yuan, an increase of 47.56% year on year; net profit to mother was 332 million yuan, an increase of 53.08% year on year. ② Looking ahead to 2024, the company plans to have an annual revenue of 8.5 billion yuan in the cross-border export e-commerce business segment.
New Consumer Daily | Xiaomi SU7 was launched in 24 hours with 88,898 units; Suning Tesco released the 2023 financial report, net profit fell sharply by 74.79% year-on-year...
New Consumer Daily, March 29. The main contents of today's New Consumer Daily include: Luo Yonghao talks about the expulsion of bad money from the Xiaomi SU7; several Xiaomi SU7 trademarks have passed preliminary examination; and the Yangtze River Delta Railway is expected to send 16.3 million passengers during the Qingming holiday.
Due to insufficient capacity, the peak season fell short of expectations, and the cross-border e-commerce business of Sanstate Co., Ltd. declined slightly year-on-year | Annual Report Interpretation
① In 2023, Sanstate Co., Ltd. achieved revenue of 1,701 billion yuan, a year-on-year increase of 7.08%; net profit to mother was 124 million yuan, a year-on-year decrease of 12.12%; ② By business, the annual cross-border e-commerce retail business achieved revenue of 1.24 billion yuan, a year-on-year decrease of 5.71%. Sanstate shares attributed this to insufficient air transport capacity and rising compliance costs.
Bitcoin's “halving” is about to challenge record highs, and related companies are expected to continue to benefit
① On February 29, Bitcoin once surpassed 64,000 US dollars, continuing to hit a new high since November 2021. Bulls' optimism is heating up, and they believe it will soon break through the record high of nearly $69,000 hit in November 2021. ② According to Dongwu Securities Research Report, Bitcoin also has an impact on the stock prices of related listed companies, mainly mining companies, trading platforms, and coin holders.
If you say increase your holdings, take action. The wife of Huakai Ebai's director “swept the goods” for three days and reached the minimum promised increase in holdings by 50 million yuan
① Huakai Ebai announced tonight that Luo Chun, the director's spouse, told her that the increase in the company's shares had accounted for 1.1322% of the company's total share capital; ② This increase of holdings has reached the minimum increase promised by Luo Chun three days ago, and in the future, it will take the opportunity to increase its holdings according to market conditions.
The scale of clothing and accessories products is growing, and the Saiwei Era expects a double increase in profit in 2023|Financial Report Interpretation
① Saiwei Era expects to achieve operating revenue of about 65-6.6 billion yuan in 2023, an increase of about 32.41%-34.45%; net profit due to mother for the whole year is expected to be 320 million yuan to 350 million yuan, an increase of 72.84%-89.05%; ② The Amazon platform will reduce sales commissions for clothing products starting this month, and Saiwei Era said it is expected to directly benefit from this commission adjustment.
Is the “e-commerce fever” heating up in Southeast Asia? The annual net profit of Jihong Co., Ltd. increased by up to double
① Thanks to the growth of cross-border e-commerce business, Jihong Co., Ltd. expects net profit of 331 million yuan to 368 million yuan in 2023, an increase of 80% to 100% over the previous year. ② The company said that the efficiency of cross-border e-commerce operations and management continues to improve, inventory continues to operate at a low level, and cross-border e-commerce inventory accounts for less than 3% of its revenue. ③ The company recently announced that it plans to issue H shares and apply for listing on the main board of the Hong Kong Stock Exchange.
A case has been opened and investigated for League of Nations shares, and the big public fundraiser has been pushed to the forefront. The punishment is still pending. Why did 16 funds increase their positions in reverse?
① The League of Nations shares was investigated by the Securities Regulatory Commission, and the stock price fell to a standstill; ② stock prices fell to a standstill during the year, and fund managers holding heavy positions in star stocks were pushed to the edge of public opinion; ③ investing more prudently under stricter regulations.
Star Fund Manager's Q3 Positions Released! Recent investment trends such as Zhang Kun, Liu Yanchun, and Zhu Shaoxing revealed
The words and actions of well-known fund managers have attracted much attention from the market.
Huakai eBay's net profit doubled in the first three quarters, overseas affordable consumption heated up, Q4 welcomed the peak season | Interpretation of financial reports
① The pan-product business benefited from affordable consumption, and Huakai Yibai's net profit for the first three quarters doubled year-on-year. ② Cross-border e-commerce is booming this year. Customs statistics show that in the first three quarters, China's cross-border e-commerce exports amounted to 1.3 trillion yuan, an increase of 17.7%. ③ For sellers on the Amazon platform, Q4 is the quarter with the most overseas shopping festivals.
The lowest price for “Blood Race”! The Double 11 e-commerce war started ahead of schedule. What's different this year?
Is it really a gimmick or is it really cheap?
Ali and JD staged a battle for the “lowest price” on the 11th, and various gameplay methods on all major platforms were launched
① Taotian Group directly announced that “the lowest price on the whole network” will be the core goal this time, and that it plans to set up the “lowest price among all e-commerce platforms at the same time” product. ② At the “JD 11.11 is really cheap” launch conference, JD emphasized that this year they will use real, really low prices to bring consumers a really cheap and closed-eyed consumer experience.
Beishui continues to grab more than HK$1.5 billion in funding from Tencent and add China Mobile to nearly HK$600 million; Nanshui sells Kweichow Moutai nearly 500 million yuan
Southbound Capital made net purchases of HK$1,732 million, while China Mobile and ICBC received net purchases of HK$580 million and HK$279 million respectively; Northbound Capital had net sales of $1,836 million today, and Guolian Shares and Wuliangye had net sales of $330 million and $237 million respectively.
WHAT HAPPENED? Many stocks rose collectively at the end of the session, and foreign investors bought nearly 14 billion dollars
The adjustment results of many indices such as the MSCI China Index officially came into effect after the market, and many stocks such as China's Shenhua, Yuantong Express, Junshi Biotech, and Guangzhou Automobile Group rose at the end of the session.
Consumer vouchers are being issued one after another in various regions. What opportunities are there in the big consumer sector?
CITIC Securities believes that the potential opportunities for overall consumption allocation in the second half of the year are greater than in the first half of the year. The short-term recommendations are still arranged on the basis of epidemic mitigation and marginal repair logic, focusing on travel industry chain industries such as hotels, duty-free, scenic spots, restaurants, etc., and popular goods such as food and dairy products.
Big company news: Tesla won't launch new cars in 2022; GM announces biggest single investment in history
LG New Energy shares are listed in South Korea. Apple reported the highest single-quarter revenue ever. Samsung maintained its position as the largest mobile phone manufacturer in the world in 2021. TSMC surpassed Tencent as the technology company with the highest market capitalization in Asia. Facebook's parent company builds the world's fastest supercomputer.
Global Big Company Update: Shareholders Ask Moderna to Explain Why Its Vaccines Are Expensive
Zhang Dongdong said that Suning's debt problem has stabilized in stages. Toyota's global production fell 0.8% year over year in November. Changjiang Industrial has agreed to sell its aircraft leasing business for $4.28 billion. The President of South Korea invited the heads of six major conglomerates to lunch.
Express News | Zhang Jindong released a letter from all employees: the debt problem of SUNING Group has stabilized in stages.