📊Weekly Market Content for SG Tigers to Read
Weekly: What to know after stocks' worst week since 2020？BY @TigerObserver
The US Sectors & Stocks - Tariffs trigger broad selloff
Hong Kong Market - HSI slumped for fourth straight week
Singapore Market - STI sank 3.7%
Australian Market - ASX 200 entered correction territory
👇🤔Palo Alto Networks (PANW) Leads Top 20 Insider Sells Last WeekBY @Tiger_Chart
Firstly, the top 10 insider stock sales, ranked by amount, were $Palo Alto Networks(PANW)$ $Apple(AAPL)$ $Netflix(NFLX)$ $Workday(WDAY)$ $Boston Scientific(BSX)$ $AbbVie(ABBV)$ $Palantir Technologies Inc.(PLTR)$ $DoorDash, Inc.(DASH)$ $Quest Diagnostics(DGX)$ $Iron Mountain(IRM)$
S-REITs record net institutional inflows in March BY @SGX_Star
Singapore real estate investment trusts (S-REITs), as tracked by the iEdge S-REIT Index, rose 1.4% on April 3 following Trump’s tariff announcement and ended the week in positive territory, up 0.2%. S-REITs outperformed the global REITs market with the FTSE EPRA Nareit Global REITs Index declining over 3% in the April 3 session. The FTSE EPRA Nareit Asia Pacific Index and FTSE EPRA Nareit Asia ex Japan Index also underperformed S-REITs at 0.2% and 0.9% respectively.
Institutional investors were seen to have rotated into S-REITs, with about S$26 million of net inflows during the April 3 session, possible indicating a preference for relative stability and income potential amid a volatile market.
Weekly Inflows: Uni-Asia & Oceanus Professional directors raise stakeBY @SGX_Star
Precious Shipping Public Company Limited (PSL) has become a substantial shareholder of Uni-Asia Group, following Unity Ventures Pte Ltd acquiring 46,000 shares on March 26. The shares were acquired at an average price of S$0.798 apiece and took PSL’s total substantial shareholding above the 5.00% threshold from 4.96% to 5.02%.
PSL directly holds 100% of the interests in Precious Shipping (Singapore) Pte Limited (PSSP), which in turn directly holds 100% of the interests in Unity Ventures Pte Ltd (Unity). PSL is a pure dry cargo ship-owner operating in the Handysize, Supramax and Ultramax sectors of the tramp freight market.
Weekly | Did HK Market Rally Halt by Shock Setback?BY @HKEX_Comments
This week, Hong Kong stocks underperformed, with the $HSI(HSI)$ falling 2.46%.
Major Events in Hong Kong Stocks This Week
1.Famous venture investor Zhu Xiaohu announced he’s pulling out of humanoid robot investments, sparking industry concerns.
2.Spot gold $Gold - main 2506(GCmain)$ broke through $3,160 per ounce, setting a new all-time high.
3. $XIAOMI-W(01810)$ completed a placement of shares, raising HK$42.5 billion.
4.China probes $CKH HOLDINGS(00001)$ ’s port sale, regulatory scrutiny heats up.
5. $EVERG VEHICLE(00708)$ delayed the release of its 2024 earnings report, leading to stock suspension.
6.March sales for electric vehicles exceeded expectations, with $XPENG-W(09868)$ and $LEAPMOTOR(09863)$ reporting higher-than-expected delivery figures.
7.A deadly crash involving $XIAOMI-W(01810)$ ’s SU7 raised serious concerns, pushing the stock down.
8.Hong Kong is considering creating an over-the-counter market for stocks of companies that are delisted.
9.Trump's new tariff measures caused a global market slump, sending stocks lower.
10.The March Caixin China Services PMI rose to 51.9, signaling faster expansion in the services sector.
💰Weekly Earnings & Dividend in Focus:
🎁Capturing Top 10 Ex_dividend: ACN, DRI, ERIE, INTU, MSM...BY @Tiger_Earnings
🎁Weekly Higher EPS Estimates: PGR, BLK, BK, STZ, KMX & MoreBY @Tiger_Earnings
🚀Content May Serve Your Trades:
Market Insights (7–11 April): SPX. Tends to Rebound After Sharp Two-Day Sell-Offs BY @Tiger_James Ooi
Weekly: What to know after stocks' worst week since 2020？
The $S&P 500(.SPX)$ and $NASDAQ(.IXIC)$ plunged 9.05% and 9.75% respectively last week, due to the sweeping U.S. tariffs imposed.
Major market movers included $Apple(AAPL)$ (-13.6%), $NVIDIA(NVDA)$ (-14%), $Amazon.com(AMZN)$ (-11%), $Meta Platforms, Inc.(META)$ (-11.3%), $Microsoft(MSFT)$ (-5%), $Broadcom(AVGO)$ (-13.5%), UnitedHealth (+1.8%), $TJX Companies(TJX)$ (+3.3%), $American Tower(AMT)$ (+2.1%), and $Dollar General(DG)$ (+7.6%).
Major economic events this week include the FOMC meeting minutes, CPI, and unemployment claims on Thursday, followed by PPI and the University of Michigan consumer sentiment report on Friday.
Key earnings releases include Delta Airlines on Wednesday, and $BlackRock(BLK)$ , $Wells Fargo(WFC)$ , $Morgan Stanley(MS)$ , and $JPMorgan Chase(JPM)$ on Friday.
Potential 3 Stocks For Tariff-Resistant Strategy Curbing Trade TurbulenceBY @nerdbull1669
Identifying Potential Tariff-Resistant Stocks To Curb Trade Turbulence
Identifying "tariff-proof" U.S. equities involves focusing on companies with primarily domestic operations, limited exposure to international supply chains, and industries less impacted by trade policies.
Tariffs could hurt profits if companies absorb the costs, reduce sales if costs are passed to consumers, or strengthen the US dollar, impacting S&P 500 firms with foreign revenues. Companies with domestic revenue and minimal global supply chain exposure can better weather trade disruptions, with some benefitting by serving cost-conscious consumers in economic downturns.
In this article, I would like to share three stocks/companies which I think potentially could be tariff-resistant, but we as investors need to note that no company is entirely immune to macroeconomic risks.
Tariffs Could Impact Corporate Earnings
Companies could decide to absorb higher costs themselves, and profits could suffer.
Companies could pass costs onto the consumer, and sales could take a hit.
Tariffs could increase the value of the U.S. dollar, according to Goldman. A higher dollar could drag down the earnings of certain S&P 500 companies, which generate 28% of their revenues outside the US.
Cramer’s Crash Call: Why Investors Should Look Beyond the HeadlinesBY @Bullaroo
Unpacking Cramer’s Prediction
Cramer’s logic hinges on the SPX dropping from its April 4 close of 5,054.82 to around 3,942.76—a staggering 1,112-point fall in one day. He parallels October 19, 1987, when the Dow plummeted 22.6%, and the S&P 500 shed 20.47%. The current setup, he argues, echoes that pattern: a 4.8% drop on Thursday, April 3, and a 5.81% decline on Friday, April 4, fueled by Trump’s tariff bombshell—10% on all imports, 34% on China, and 26% on India, effective April 9. Without a weekend reversal from the White House, Cramer warns of a panic-driven collapse. It’s a compelling narrative, but it doesn’t hold up under scrutiny.
American Airlines Stock Should You Buy Now?BY @Mickey082024
Stock Price History & Performance Overview
Over the past year, AAL has declined by roughly 30%, and is currently down about 45% from its recent highs of around $18 per share. Zooming out further on the MAX chart, we can see the severe impact the 2020 pandemic had on the stock — it plummeted by a staggering 70%, from which it partially rebounded, only to enter a phase of long-term volatility and underperformance.
While the stock has made some attempts to regain its footing, it's clear that AAL hasn’t yet returned to its former highs. That said, this kind of long-term underperformance sometimes creates asymmetric upside potential, especially when a business begins stabilizing operationally.
Revenues
American Airlines is now generating $53.66 billion in annual revenue, nearly back to its pre-pandemic highs, and has officially surpassed its 2019 revenue numbers — a promising sign of recovery.
From the most recent earnings:
Full-Year Revenue: Up from $48.5B to $49.5B
Quarterly Revenue: Up from $12B to $12.4B
Passenger Revenue: Main contributor to revenue growth
Cargo: Down YoY but up QoQ
Other Revenue Streams: Growing steadily
Xiaomi: Cashing In on the Future – Is Now the Time to Buy?BY @orsiri
Where Will Xiaomi Be in 3 Years?
By 2028, Xiaomi could be a vastly different company. The EV division is projected to contribute 15-20% of revenue, while its premium smartphone strategy will likely have matured, establishing Xiaomi as a genuine third force in the high-end market globally, not just in China. Most importantly, services revenue could expand to 20-25% of the business, significantly boosting margins.
If Xiaomi pulls this off, it won’t just be competing with $Apple(AAPL)$ and $Tesla Motors(TSLA)$—it will be a dominant force in consumer tech across multiple verticals. The journey won’t be smooth, but for investors willing to ride the waves, Xiaomi’s future looks highly promising.
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