Weekly Notes (31/3/25): Watch Trump's "Liberation Day" & Jobs Report

Tiger_Contra
03-31

📊Weekly Market Content for SG Tigers to Read

Weekly: Trump's "Liberation Day" & Jobs Report will be key after another selloff week BY @TigerObserver

The US Sectors & Stocks - Auto tariffs hurt auto industry

Hong Kong Market - HSI lost a three straight week

Singapore Market - STI hit record as inflation cools

Australian Market - ASX200 rallied 0.6%

👇🤔Broadcom (AVGO) Leads Top 20 Insider Sells Last Week BY @Tiger_Chart

Top 10 insider stock sales, ranked by amount, were $Broadcom(AVGO)$ $Hess(HES)$ $Airbnb, Inc.(ABNB)$ $Workday(WDAY)$ $Darden Restaurants(DRI)$ $Williams-Sonoma(WSM)$ $Kellanova(K)$ $MasterCard(MA)$ $JPMorgan Chase(JPM)$ $Snap-on(SNA)$.

Weekly Inflows: Hosen, Audience & ABR Professional directors raise stake BY @SGX_Stars

  1. $Hosen(5EV.SI)$: Hosen Group Executive Director and CEO Daniel Lim Hock Chye acquired 716,000 shares at an average price of S$0.44 apiece.

  2. $Audience(1AZ.SI)$: Audience Analytics Chairman and Managing Director Datuk William Ng Yan Meng acquired 111,000 shares at an average price of S$0.277 per share.

  3. $ABR(533.SI)$: BR Holdings managing director Ang Yee Lim acquired 50,000 shares at S$0.41 per share. This increased his direct interest in the home-grown restaurant operator from 53.87% to 53.90%.

Weekly | More Stock Placement Forces HK Stock Declining! Bull Market Over?BY @HKEX_Comments

This week, the Hong Kong stock market saw a slight pullback, with the $HSI(HSI)$ down by 1.11% on the week.

Five Stocks Worth Attention Among Top Trading HK Stocks This Week

Top1: $XIAOMI-W(01810)$ . Xiaomi Group announced the placement of 800 million new shares at a price of HK$53.25 per share, raising HK$42.5 billion, compared with the closing price of the day before the announcement, a discount of about 6.6%, mainly used for business expansion and R&D. Xiaomi's share price fell sharply this week as a result.

Top6: $POP MART(09992)$ . The company achieved revenue of RMB 13.04 billion in 2024, an increase of 106.9%; Profit attributable to shareholders reached RMB 3.125 billion, an increase of 188.8%; It is expected that sales in 2025 will increase by more than 50% year-on-year, overseas sales will increase by more than 100% year-on-year, and the stock price will rise sharply.

Top7: $KUAISHOU-W(01024)$ . Kuaishou Q4 revenue was RMB 35.38 billion, an increase of 8.7%, the growth rate hit a new low since the listing, less than analysts expected RMB 35.7 billion, the stock price fell sharply.

Top8: $MIXUE GROUP(02097)$ . The revenue of Mixue 2024 was RMB 24.83 billion, an increase of 22.3%; The profit for the year was RMB 44.54 billion, an increase of 39.8%.

Top9: $NIO-SW(09866)$ . On March 27, NIO announced that it planned to issue no more than 118,793,300 Class A ordinary shares, raising more than HK$4 billion, and its share price fell sharply.

💰Weekly Earnings & Dividend in Focus:

🎁Capturing Top 10 Ex_dividend: PPC, ESS, IIPR, APD, AVB...BY @Tiger_Earnings

🎁Weekly Higher EPS Estimates: AYI, RH, UNF, LNN, PENG & MoreBY @Tiger_Earnings

🚀Content May Serve Your Trades:

BIG TECH WEEKLY | AI Data Crash Due To Oversupply? NVDA's Strong Support At 110BY @MaverickWealthBuilder

Weekly macro storyline: March FOMC: optimistic or pessimistic?

  1. Q1 of the US stock market experienced rain, so "whether it is a medium-term intervention point" has become a hot topic of discussion.Policies favor the real economy over capital markets, while "soft data" continues to weaken.

  2. The core differences and market focus on the direction of the market are:

  • foreign capital flows (Goldman Sachs believes that foreign capital, especially European funds, will continue to inflow, UBS warned that the funds may return to the local market)

  • sustainability of the rebound (Morgan based on the technical aspects of the short-term bullish, but medium-term by the impact of the policy, the Mo emphasized that the fundamentals of the rebound of the limitation of the space of the weak)

  • positioning of the economic cycle (Deutsche Bank through the historical data, suggesting that the current in the pullback rather than a bear market precursor, Mo believes that the risk of stagflation more similar to a structural crisis).(Deutsche Bank suggests through historical data that it is currently in a pullback rather than a precursor to a bear market, and Mo believes that the risk of stagflation is more akin to a structural crisis)

  1. Markets are now fixated on two things: whether the government debt ceiling negotiations can loosen fiscal policy, and when the Fed can cut rates.Key variables for market volatility: trump policy, fiscal loosening (debt ceiling progress) and Fed rate cut path.

  2. Additionally, dollar liquidity will be balanced back and forth between foreign exit pressures, and U.S. resident/corporate offtake capacity.

SoFi : 2025 - 2030 Price explosion Forecast !BY @JC888

Latest Development

On 13 Mar 2025, SoFi finalized an agreement of up to $5 billion with funds managed by asset manager Blue Owl Capital to provide personal loans on its finance app,

This 2-year deal with Blue Owl is SoFi's biggest loan deal so far, showing more demand for personal loans via online lenders instead of banks.

Like its October 2024’s $2.1 billion loan platform agreement for personal loans with funds managed by affiliates of Fortress Investment Group, SoFi will connect pre-qualified borrowers who want loans to lenders, making borrowing easier.

Economic Spotlight: Key Events to Watch, Market Impacts, and Volatility Assessment (March 31 – April 6, 2025) BY @Bullaroo

Critical Week Ahead: Key Events Could Shape the US Stock Market This WeekBY @ADguynight

US Market Insights (Mar 31 – Apr 4): A Potential Relief Rally If Softer Tariffs Are AnnouncedBY @Tiger_James Ooi

💹Feel Free to Talk more about the Stocks To Watch for This Week:

💰 Stocks to watch today?(31 Mar)


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💰 Stocks to watch today?(6 May)
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Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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