Rachel_Tan personal page - To The Moon

Rachel_Tan

Rachel_Tan

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2024-09-05

$SATS LTD.(S58.SI)$ 😍

2023-03-27

😆haha！ any rewards?

2022-12-15

Gd

Singapore Stocks to Watch: Manulife US Reit, SIA Engineering, Golden Energy

2022-09-06

$8VI Holdings Ltd(8VI.AU)$🤣

2022-08-14

😯

Haidilao: net loss of approximately 225 million to 297 million yuan recorded in the first half of the year

2022-04-24

🤩

Sorry, the original content has been removed

2022-04-09

$Skillz Inc(SKLZ)$hopeless

2022-02-11

Good news

MSCI to Add Grab, 20 Stocks to Global Index

2021-06-20

?

Rate cuts? It was just a beautiful misunderstanding

2021-06-16

$8VIC(8VI.AU)$wow！unbelievable！

2021-06-11

$8VIC(8VI.AU)$?

2021-04-24

$ARK Fintech Innovation ETF(ARKF)$?

2021-04-16

$Skillz Inc(SKLZ)$ ??

2021-04-06

$ARK Fintech Innovation ETF(ARKF)$?

2021-04-05

?

Behind a pair of shoes soaring 31 times: Li Ning launched the counterattack of national tide in an all-round way

2021-04-04

$ARK Fintech Innovation ETF(ARKF)$?

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stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1667351370,"share":"https://ttm.financial/m/news/1152426447?lang=en_US&edition=fundamental","pubTime":"2022-11-02 09:09","market":"sg","language":"en","title":"Singapore Stocks to Watch: Manulife US Reit, SIA Engineering, Golden Energy","url":"https://stock-news.laohu8.com/highlight/detail?id=1152426447","media":"Tiger Newspress","summary":"The following companies saw new developments that may affect trading of their securities on Wednesda","content":"<html><head></head><body><p>The following companies saw new developments that may affect trading of their securities on Wednesday (Nov 2):</p><p><b>Manulife US REIT</b>’s (MUST) portfolio occupancy slipped further to 88.1% as of Oct 18, extending a decline from 90.0% as at end-June and 91.7% as at end-March.</p><p>This was largely due to law firm Quinn Emanuel’s downsizing of some 71,000 sq ft at Figueroa in Downtown Los Angeles effective Aug 31, says the REIT at the release of its results for 3QFY20222 ended September.</p><p><b>SIA Engineering Company</b> (SIAEC) posted a group net profit of S$19.7 million for its second quarter ended Sep 30, up 87.6 per cent from S$10.5 million in the same period last year, it said in a bourse filing on Tuesday (Nov 1).</p><p>Revenue for the quarter rose 38 per cent to S$190.7 million, up from S$138.2 million the year before, largely driven by higher flight activities and higher revenue across all segments, it said.</p><p>Coal miner <b>Golden Energy and Resources </b>(Gear) on Tuesday (Nov 1) announced that it is looking to restructure or exit all or substantially all of its energy coal business.</p><p>To this end, its outstanding US$285 million 8.5 per cent senior secured notes due 2026 have been offered for exchange for new notes of the same value due 2027.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Singapore Stocks to Watch: Manulife US Reit, SIA Engineering, Golden Energy</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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*/\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSingapore Stocks to Watch: Manulife US Reit, SIA Engineering, Golden Energy\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-11-02 09:09</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The following companies saw new developments that may affect trading of their securities on Wednesday (Nov 2):</p><p><b>Manulife US REIT</b>’s (MUST) portfolio occupancy slipped further to 88.1% as of Oct 18, extending a decline from 90.0% as at end-June and 91.7% as at end-March.</p><p>This was largely due to law firm Quinn Emanuel’s downsizing of some 71,000 sq ft at Figueroa in Downtown Los Angeles effective Aug 31, says the REIT at the release of its results for 3QFY20222 ended September.</p><p><b>SIA Engineering Company</b> (SIAEC) posted a group net profit of S$19.7 million for its second quarter ended Sep 30, up 87.6 per cent from S$10.5 million in the same period last year, it said in a bourse filing on Tuesday (Nov 1).</p><p>Revenue for the quarter rose 38 per cent to S$190.7 million, up from S$138.2 million the year before, largely driven by higher flight activities and higher revenue across all segments, it said.</p><p>Coal miner <b>Golden Energy and Resources </b>(Gear) on Tuesday (Nov 1) announced that it is looking to restructure or exit all or substantially all of its energy coal business.</p><p>To this end, its outstanding US$285 million 8.5 per cent senior secured notes due 2026 have been offered for exchange for new notes of the same value due 2027.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BTOU.SI":"宏利美国房地产投资信托","S59.SI":"新航工程"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152426447","content_text":"The following companies saw new developments that may affect trading of their securities on Wednesday (Nov 2):Manulife US REIT’s (MUST) portfolio occupancy slipped further to 88.1% as of Oct 18, extending a decline from 90.0% as at end-June and 91.7% as at end-March.This was largely due to law firm Quinn Emanuel’s downsizing of some 71,000 sq ft at Figueroa in Downtown Los Angeles effective Aug 31, says the REIT at the release of its results for 3QFY20222 ended September.SIA Engineering Company (SIAEC) posted a group net profit of S$19.7 million for its second quarter ended Sep 30, up 87.6 per cent from S$10.5 million in the same period last year, it said in a bourse filing on Tuesday (Nov 1).Revenue for the quarter rose 38 per cent to S$190.7 million, up from S$138.2 million the year before, largely driven by higher flight activities and higher revenue across all segments, it said.Coal miner Golden Energy and Resources (Gear) on Tuesday (Nov 1) announced that it is looking to restructure or exit all or substantially all of its energy coal business.To this end, its outstanding US$285 million 8.5 per cent senior secured notes due 2026 have been offered for exchange for new notes of the same value due 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Ltd(8VI.AU)$🤣","images":[{"img":"https://community-static.tradeup.com/news/e13a51060c50a07aa1f116d96b0a564f","width":"1125","height":"2196"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9931625325","isVote":1,"tweetType":1,"viewCount":3989,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9999189096,"gmtCreate":1660490072717,"gmtModify":1676533479244,"author":{"id":"3578030955737208","authorId":"3578030955737208","name":"Rachel_Tan","avatar":"https://static.tigerbbs.com/c56c225e31e3aa927ebb40f9b3f0b192","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578030955737208","authorIdStr":"3578030955737208"},"themes":[],"htmlText":"😯","listText":"😯","text":"😯","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9999189096","repostId":"1147223575","repostType":4,"repost":{"id":"1147223575","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1660474383,"share":"https://ttm.financial/m/news/1147223575?lang=en_US&edition=fundamental","pubTime":"2022-08-14 18:53","market":"other","language":"zh","title":"Haidilao: net loss of approximately 225 million to 297 million yuan recorded in the first half of the year","url":"https://stock-news.laohu8.com/highlight/detail?id=1147223575","media":"老虎资讯综合","summary":"8月14日，海底捞：集团预期2022年上半年录得净亏损约人民币2.25亿元至人民币2.97亿元，上年同期盈利人民币9650万元。","content":"<p><html><head></head><body>On August 14,<a href=\"https://laohu8.com/S/06862\">Haidilao</a>: The Group expects to record a net loss of approximately RMB225 million to RMB297 million in the first half of 2022, compared with a profit of RMB96.5 million in the same period last year.</p><p><img src=\"https://static.tigerbbs.com/6db62fde5f757ed773e1a943936edb54\" tg-width=\"796\" tg-height=\"695\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Haidilao: net loss of approximately 225 million to 297 million yuan recorded in the first half of the year</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHaidilao: net loss of approximately 225 million to 297 million yuan recorded in the first half of the year\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2022-08-14 18:53</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On August 14,<a href=\"https://laohu8.com/S/06862\">Haidilao</a>: The Group expects to record a net loss of approximately RMB225 million to RMB297 million in the first half of 2022, compared with a profit of RMB96.5 million in the same period last year.</p><p><img src=\"https://static.tigerbbs.com/6db62fde5f757ed773e1a943936edb54\" tg-width=\"796\" tg-height=\"695\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/23f2c25e060d113f3768c45cafc16292","relate_stocks":{"BK1591":"就地过年概念","CYB":"人民币ETF-WisdomTree Dreyfus","BK1583":"高瓴概念","BK1233":"餐馆","BK1604":"节假日概念","BK1589":"北水核心资产","06862":"海底捞"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147223575","content_text":"8月14日，海底捞：集团预期2022年上半年录得净亏损约人民币2.25亿元至人民币2.97亿元，上年同期盈利人民币9650万元。","news_type":1,"symbols_score_info":{"06862":0.9,"CNHmain":0.9,"CYB":0.9,"UCmain":0.9}},"isVote":1,"tweetType":1,"viewCount":2560,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9085748089,"gmtCreate":1650769480191,"gmtModify":1676534789957,"author":{"id":"3578030955737208","authorId":"3578030955737208","name":"Rachel_Tan","avatar":"https://static.tigerbbs.com/c56c225e31e3aa927ebb40f9b3f0b192","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578030955737208","authorIdStr":"3578030955737208"},"themes":[],"htmlText":"🤩&nbsp;","listText":"🤩&nbsp;","text":"🤩","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9085748089","repostId":"1184606092","repostType":4,"isVote":1,"tweetType":1,"viewCount":2693,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9015222595,"gmtCreate":1649492594430,"gmtModify":1676534521303,"author":{"id":"3578030955737208","authorId":"3578030955737208","name":"Rachel_Tan","avatar":"https://static.tigerbbs.com/c56c225e31e3aa927ebb40f9b3f0b192","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578030955737208","authorIdStr":"3578030955737208"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SKLZ\">$Skillz Inc(SKLZ)$</a>hopeless&nbsp;","listText":"<a href=\"https://ttm.financial/S/SKLZ\">$Skillz Inc(SKLZ)$</a>hopeless&nbsp;","text":"$Skillz Inc(SKLZ)$hopeless","images":[{"img":"https://community-static.tradeup.com/news/fac61038e9f0babd6d1b5f5a5c90630c","width":"1125","height":"2196"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9015222595","isVote":1,"tweetType":1,"viewCount":2756,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9092112324,"gmtCreate":1644551740499,"gmtModify":1676533940452,"author":{"id":"3578030955737208","authorId":"3578030955737208","name":"Rachel_Tan","avatar":"https://static.tigerbbs.com/c56c225e31e3aa927ebb40f9b3f0b192","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578030955737208","authorIdStr":"3578030955737208"},"themes":[],"htmlText":"Good news&nbsp;","listText":"Good news&nbsp;","text":"Good news","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9092112324","repostId":"2210233561","repostType":2,"repost":{"id":"2210233561","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1644545875,"share":"https://ttm.financial/m/news/2210233561?lang=en_US&edition=fundamental","pubTime":"2022-02-11 10:17","market":"sg","language":"en","title":"MSCI to Add Grab, 20 Stocks to Global Index","url":"https://stock-news.laohu8.com/highlight/detail?id=2210233561","media":"Reuters","summary":"HONG KONG, Feb 10 (Reuters) - MSCI will add Singaporean ride hailer Grab and 20 other securities to ","content":"<html><head></head><body><p>HONG KONG, Feb 10 (Reuters) - MSCI will add Singaporean ride hailer Grab and 20 other securities to its flagship global index in a quarterly review, the equity index compiler said in a statement late Wednesday.</p><p>Eleven securities will be removed from MSCI&#39;s ACWI Index, which tracks stocks from 23 developed markets and 25 emerging markets.</p><p>The changes will take effect from market close on Feb. 28.</p><p>MSCI also made changes to several other indexes, including adding China Mobile to its MSCI China A Onshore Index, which tracks large- and mid-cap stocks listed in Shenzhen and Shanghai.</p><p>China Mobile, which is also listed in Hong Kong, raised $7.64 billion in its Shanghai listing last month, China&#39;s biggest public share offering in a decade.</p><p>Grab debuted on the Nasdaq in December after a $40 billion merger with a special purpose acquisition company.</p><p>Other additions to the global index include Irish aircraft leasing company AerCap, which last year said it would buy GE&#39;s aircraft leasing unit in a $30 billion deal and U.S. Real Estate Investment Trust Kimco Realty Corp.</p><p>The results of MSCI&#39;s next index review will be announced on May 12.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>MSCI to Add Grab, 20 Stocks to Global Index</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMSCI to Add Grab, 20 Stocks to Global Index\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-02-11 10:17</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>HONG KONG, Feb 10 (Reuters) - MSCI will add Singaporean ride hailer Grab and 20 other securities to its flagship global index in a quarterly review, the equity index compiler said in a statement late Wednesday.</p><p>Eleven securities will be removed from MSCI&#39;s ACWI Index, which tracks stocks from 23 developed markets and 25 emerging markets.</p><p>The changes will take effect from market close on Feb. 28.</p><p>MSCI also made changes to several other indexes, including adding China Mobile to its MSCI China A Onshore Index, which tracks large- and mid-cap stocks listed in Shenzhen and Shanghai.</p><p>China Mobile, which is also listed in Hong Kong, raised $7.64 billion in its Shanghai listing last month, China&#39;s biggest public share offering in a decade.</p><p>Grab debuted on the Nasdaq in December after a $40 billion merger with a special purpose acquisition company.</p><p>Other additions to the global index include Irish aircraft leasing company AerCap, which last year said it would buy GE&#39;s aircraft leasing unit in a $30 billion deal and U.S. Real Estate Investment Trust Kimco Realty Corp.</p><p>The results of MSCI&#39;s next index review will be announced on May 12.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GRAB":"Grab Holdings","KIM":"金科","BK4112":"金融交易所和数据","MSCI":"MSCI Inc","AER":"Aercap飞机租赁","00941":"中国移动"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2210233561","content_text":"HONG KONG, Feb 10 (Reuters) - MSCI will add Singaporean ride hailer Grab and 20 other securities to its flagship global index in a quarterly review, the equity index compiler said in a statement late Wednesday.Eleven securities will be removed from MSCI's ACWI Index, which tracks stocks from 23 developed markets and 25 emerging markets.The changes will take effect from market close on Feb. 28.MSCI also made changes to several other indexes, including adding China Mobile to its MSCI China A Onshore Index, which tracks large- and mid-cap stocks listed in Shenzhen and Shanghai.China Mobile, which is also listed in Hong Kong, raised $7.64 billion in its Shanghai listing last month, China's biggest public share offering in a decade.Grab debuted on the Nasdaq in December after a $40 billion merger with a special purpose acquisition company.Other additions to the global index include Irish aircraft leasing company AerCap, which last year said it would buy GE's aircraft leasing unit in a $30 billion deal and U.S. Real Estate Investment Trust Kimco Realty Corp.The results of MSCI's next index review will be announced on May 12.","news_type":1,"symbols_score_info":{"AER":0,"MSCI":0,"00941":0,"KIM":0,"GRAB":0}},"isVote":1,"tweetType":1,"viewCount":3034,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":164322475,"gmtCreate":1624173293297,"gmtModify":1703830158813,"author":{"id":"3578030955737208","authorId":"3578030955737208","name":"Rachel_Tan","avatar":"https://static.tigerbbs.com/c56c225e31e3aa927ebb40f9b3f0b192","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578030955737208","authorIdStr":"3578030955737208"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/164322475","repostId":"1130870510","repostType":4,"repost":{"id":"1130870510","kind":"news","pubTimestamp":1624154800,"share":"https://ttm.financial/m/news/1130870510?lang=en_US&edition=fundamental","pubTime":"2021-06-20 10:06","market":"us","language":"zh","title":"Rate cuts? It was just a beautiful misunderstanding","url":"https://stock-news.laohu8.com/highlight/detail?id=1130870510","media":" 国元证券杨为敩","summary":"国元证券分析表示，在报价方式改变后，不同期限存款利率升降不一；当前环境下，货币政策宽松概率很低，若通胀下半年继续超预期，货币政策可能不松反紧。\n\n 编者注：此前券商中国报道称，多家银行向分行下发了调整","content":"<p>According to the analysis of Guoyuan Securities, after the quotation method was changed, the interest rates of deposits with different maturities rose and fell differently; In the current environment, the probability of monetary policy easing is very low. If inflation continues to exceed expectations in the second half of the year, monetary policy may not be loose but tight.</p><p>Editor's note: Previously, Brokerage China reported that a number of banks issued notices to branches to adjust the authorized management of deposit interest rates. Self-regulatory mechanisms set different basis point caps for different types of banks. After the quotation method is changed, the interest rate of deposits with a term of less than one year has increased, the interest rate of one year has remained unchanged, and most deposit products with a term of more than one year have to be lowered. Some market analysts interpret it as a disguised interest rate cut.<b>1. The self-discipline mechanism of market interest rate pricing is actually a self-discipline mechanism established by various places to soft restrict the interest rate increase after the central bank's deposit interest rate limit was lifted in 2015.</b></p><p><b>2. The definition method of the upper limit of deposit interest rate is adjusted from \"benchmark interest rate * floating ratio\" to \"benchmark interest rate + floating basis point\". Its original intention is probably to unify the measurement methods of the upper limit of deposit interest rate and the upper limit of loan interest rate, and the regulatory authorities may not have the consideration of guiding the interest rate in one direction through this mechanism.</b></p><p><b>3. After the quotation method is changed, the deposit interest rates of different maturities also rise and fall differently. For most banks, the interest rate on deposits over 1 year will decrease and that on deposits under 1 year will rise.</b></p><p><b>4. In theory, this will increase the duration of bank assets and reduce the capital cost of the whole society, but the reality may not be satisfactory:</b></p><p>1) The total deposit interest rate may not change much as a result. Within a reasonable scope, the bank's deposit interest rate is caused by the supply and demand of deposits, and its interest rate level does not simply reach the upper limit. In addition, if the bank is rational, the price comparison relationship between the bank's deposit interest rate and the cost of non-deposit liability channels (financial bonds and CDS) will also restrict the deposit interest rate from excessively deviating from the marketization track;</p><p>2) Even if the deposit interest rate changes, the transmission of the deposit interest rate to the asset-side cost is not smooth. Previously, banks would maintain an appropriate level of net interest margin through maturity mismatch within a certain limit. However, when this policy narrows the spread of long-term and short-term liability costs of banks, the willingness of banks to maturity mismatch will inevitably decrease, which will lead to the capital cost of the whole society not necessarily decreasing as a result.</p><p><b>5. In the current environment, the probability of loose monetary policy is very low:</b></p><p>1) The current position of monetary policy is obviously more loose than the reasonable position given by economic fundamentals, at least it does not reflect the current rapidly rising inflation level. If inflation continues to exceed expectations in the second half of the year, the monetary policy may not be loose but tight in the second half of the year.</p><p>2) The current policy interest rate is already too low. When the epidemic caused a severe economic recession in Q1 last year, the interest rates of MLF, reverse repurchase, LPR and other policy instruments were each lowered by as much as 30bp. However, after the follow-up environment recovered, these policy interest rates remained at an ultra-low level, which made it unnecessary to continue to use the easing of price policies.</p><p><b>6. In particular, this policy may not be obviously beneficial to interest rate bonds. If the duration of bank assets does not rise but falls, the yield of interest rate bonds at the long-end or short-end may not necessarily decline significantly. If the bond market remains unmoved, the impact of other assets by this policy should be quite limited.</b></p>","source":"highlight_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Rate cuts? It was just a beautiful misunderstanding</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nRate cuts? It was just a beautiful misunderstanding\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\"> 国元证券杨为敩</strong><span class=\"h-time small\">2021-06-20 10:06</span>\n</p>\n</h4>\n</header>\n<article>\n<p>According to the analysis of Guoyuan Securities, after the quotation method was changed, the interest rates of deposits with different maturities rose and fell differently; In the current environment, the probability of monetary policy easing is very low. If inflation continues to exceed expectations in the second half of the year, monetary policy may not be loose but tight.</p><p>Editor's note: Previously, Brokerage China reported that a number of banks issued notices to branches to adjust the authorized management of deposit interest rates. Self-regulatory mechanisms set different basis point caps for different types of banks. After the quotation method is changed, the interest rate of deposits with a term of less than one year has increased, the interest rate of one year has remained unchanged, and most deposit products with a term of more than one year have to be lowered. Some market analysts interpret it as a disguised interest rate cut.<b>1. The self-discipline mechanism of market interest rate pricing is actually a self-discipline mechanism established by various places to soft restrict the interest rate increase after the central bank's deposit interest rate limit was lifted in 2015.</b></p><p><b>2. The definition method of the upper limit of deposit interest rate is adjusted from \"benchmark interest rate * floating ratio\" to \"benchmark interest rate + floating basis point\". Its original intention is probably to unify the measurement methods of the upper limit of deposit interest rate and the upper limit of loan interest rate, and the regulatory authorities may not have the consideration of guiding the interest rate in one direction through this mechanism.</b></p><p><b>3. After the quotation method is changed, the deposit interest rates of different maturities also rise and fall differently. For most banks, the interest rate on deposits over 1 year will decrease and that on deposits under 1 year will rise.</b></p><p><b>4. In theory, this will increase the duration of bank assets and reduce the capital cost of the whole society, but the reality may not be satisfactory:</b></p><p>1) The total deposit interest rate may not change much as a result. Within a reasonable scope, the bank's deposit interest rate is caused by the supply and demand of deposits, and its interest rate level does not simply reach the upper limit. In addition, if the bank is rational, the price comparison relationship between the bank's deposit interest rate and the cost of non-deposit liability channels (financial bonds and CDS) will also restrict the deposit interest rate from excessively deviating from the marketization track;</p><p>2) Even if the deposit interest rate changes, the transmission of the deposit interest rate to the asset-side cost is not smooth. Previously, banks would maintain an appropriate level of net interest margin through maturity mismatch within a certain limit. However, when this policy narrows the spread of long-term and short-term liability costs of banks, the willingness of banks to maturity mismatch will inevitably decrease, which will lead to the capital cost of the whole society not necessarily decreasing as a result.</p><p><b>5. In the current environment, the probability of loose monetary policy is very low:</b></p><p>1) The current position of monetary policy is obviously more loose than the reasonable position given by economic fundamentals, at least it does not reflect the current rapidly rising inflation level. If inflation continues to exceed expectations in the second half of the year, the monetary policy may not be loose but tight in the second half of the year.</p><p>2) The current policy interest rate is already too low. When the epidemic caused a severe economic recession in Q1 last year, the interest rates of MLF, reverse repurchase, LPR and other policy instruments were each lowered by as much as 30bp. However, after the follow-up environment recovered, these policy interest rates remained at an ultra-low level, which made it unnecessary to continue to use the easing of price policies.</p><p><b>6. In particular, this policy may not be obviously beneficial to interest rate bonds. If the duration of bank assets does not rise but falls, the yield of interest rate bonds at the long-end or short-end may not necessarily decline significantly. If the bond market remains unmoved, the impact of other assets by this policy should be quite limited.</b></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3633334\"> 国元证券杨为敩</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ab93f5b286e91abed33d5671db67c8b5","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3633334","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1130870510","content_text":"国元证券分析表示，在报价方式改变后，不同期限存款利率升降不一；当前环境下，货币政策宽松概率很低，若通胀下半年继续超预期，货币政策可能不松反紧。\n\n 编者注：此前券商中国报道称，多家银行向分行下发了调整存款利率授权管理的通知。自律机制针对不同类型的银行设置了不同的基点上限。报价方式改变后，一年期以下的存款利率有所上升，一年期利率水平维持不变，一年期以上的存款产品大多要下调。有市场分析将其解读为变相降息。\n\n1、市场利率定价自律机制实际上是在2015年央行存款利率幅度限制取消后，各个地方对利率上浮幅度进行软性限制而成立的自律机制。\n2、存款利率上限的界定方式由“基准利率*上浮比例”调整到“基准利率+上浮基点”，其初衷很可能是将存款利率上限与贷款利率上限的计量方式统一起来，监管层未必有通过该机制将利率朝一个方向引导的考虑。\n3、在报价方式改变之后，不同期限的存款利率也是升降不一的。对于大多数银行来说，1年期以上的存款利率会下降，而1年期以下的存款利率则会上升。\n4、理论上，这会增加银行资产端的久期，降低全社会的资金成本，但现实未必会表现尽如人意：\n1）总存款利率未必会因此而出现太大变化。在合理的范畴之内，银行的存款利率是由存款供需所导致的，其利率水平并非单纯打到上限，此外，如果银行理性的话，银行的存款利率与非存款负债渠道的成本（金融债及CDS）的比价关系也会约束存款利率过度脱离市场化轨道；\n2）即使存款利率发生变化，存款利率对资产端成本的传导也并不顺畅。银行在此前会通过一定限度内的期限错配去维持一个合适的净息差水平，而在该政策缩窄了银行长短期负债成本的利差的情况下，银行期限错配的意愿不可避免地会下降，这会导致全社会资金成本未必会因此而下降。\n5、在当前的环境之下，货币政策宽松的概率是很低的：\n1）当前货币政策的位置已经明显比经济基本面给出的合理位置更加宽松，至少并没有反映当前迅速向上的通胀水平，若通胀在下半年继续超预期的话，则货币政策在下半年可能不松反紧。\n2）当前的政策利率已经过低，在去年Q1疫情导致经济严重衰退之时，MLF、逆回购、LPR等政策工具利率水平各下调30bp之多，而在后续环境恢复之后，这些政策利率仍然维持在超低的水平之内，这导致继续动用价格政策的宽松并无必要。\n6、尤其是，这一政策未必会对利率债产生明显利好，如果银行资产端的久期不升反降的话，无论长端或短端的利率债收益率都不见得会出现明显下降，如果债券市场岿然不动的话，其他资产受该政策的影响也应相当有限。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":3892,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":169068376,"gmtCreate":1623809437595,"gmtModify":1703820131824,"author":{"id":"3578030955737208","authorId":"3578030955737208","name":"Rachel_Tan","avatar":"https://static.tigerbbs.com/c56c225e31e3aa927ebb40f9b3f0b192","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578030955737208","authorIdStr":"3578030955737208"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/8VI.AU\">$8VIC(8VI.AU)$</a>wow！unbelievable！","listText":"<a href=\"https://laohu8.com/S/8VI.AU\">$8VIC(8VI.AU)$</a>wow！unbelievable！","text":"$8VIC(8VI.AU)$wow！unbelievable！","images":[{"img":"https://static.tigerbbs.com/501628017bd2fec17c4ef064037ba651","width":"1125","height":"1949"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/169068376","isVote":1,"tweetType":1,"viewCount":3388,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":181378495,"gmtCreate":1623376230717,"gmtModify":1704201995296,"author":{"id":"3578030955737208","authorId":"3578030955737208","name":"Rachel_Tan","avatar":"https://static.tigerbbs.com/c56c225e31e3aa927ebb40f9b3f0b192","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578030955737208","authorIdStr":"3578030955737208"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/8VI.AU\">$8VIC(8VI.AU)$</a>?","listText":"<a href=\"https://laohu8.com/S/8VI.AU\">$8VIC(8VI.AU)$</a>?","text":"$8VIC(8VI.AU)$?","images":[{"img":"https://static.tigerbbs.com/2cf8d9ad652aa1e3a66c84c65a997c9a","width":"1125","height":"1949"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/181378495","isVote":1,"tweetType":1,"viewCount":1592,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":375094944,"gmtCreate":1619253625188,"gmtModify":1704721881122,"author":{"id":"3578030955737208","authorId":"3578030955737208","name":"Rachel_Tan","avatar":"https://static.tigerbbs.com/c56c225e31e3aa927ebb40f9b3f0b192","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578030955737208","authorIdStr":"3578030955737208"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ARKF\">$ARK Fintech Innovation ETF(ARKF)$</a>?","listText":"<a href=\"https://laohu8.com/S/ARKF\">$ARK Fintech Innovation ETF(ARKF)$</a>?","text":"$ARK Fintech Innovation ETF(ARKF)$?","images":[{"img":"https://static.tigerbbs.com/e6521701b9787361c921cfd564d9dcea","width":"1125","height":"2183"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/375094944","isVote":1,"tweetType":1,"viewCount":1184,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":370864710,"gmtCreate":1618573905430,"gmtModify":1704712923465,"author":{"id":"3578030955737208","authorId":"3578030955737208","name":"Rachel_Tan","avatar":"https://static.tigerbbs.com/c56c225e31e3aa927ebb40f9b3f0b192","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578030955737208","authorIdStr":"3578030955737208"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SKLZ\">$Skillz Inc(SKLZ)$</a> ??","listText":"<a href=\"https://laohu8.com/S/SKLZ\">$Skillz Inc(SKLZ)$</a> ??","text":"$Skillz Inc(SKLZ)$ ??","images":[{"img":"https://static.tigerbbs.com/7a2b0338a08208c0c2dd37105f6ade43","width":"1125","height":"1949"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/370864710","isVote":1,"tweetType":1,"viewCount":1330,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":343876938,"gmtCreate":1617708259524,"gmtModify":1704702028103,"author":{"id":"3578030955737208","authorId":"3578030955737208","name":"Rachel_Tan","avatar":"https://static.tigerbbs.com/c56c225e31e3aa927ebb40f9b3f0b192","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578030955737208","authorIdStr":"3578030955737208"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ARKF\">$ARK Fintech Innovation ETF(ARKF)$</a>?","listText":"<a href=\"https://laohu8.com/S/ARKF\">$ARK Fintech Innovation ETF(ARKF)$</a>?","text":"$ARK Fintech Innovation ETF(ARKF)$?","images":[{"img":"https://static.tigerbbs.com/3d159b4d8e60339f0f02b3d750341239","width":"1125","height":"1949"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/343876938","isVote":1,"tweetType":1,"viewCount":1242,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":349473907,"gmtCreate":1617634819509,"gmtModify":1704701213614,"author":{"id":"3578030955737208","authorId":"3578030955737208","name":"Rachel_Tan","avatar":"https://static.tigerbbs.com/c56c225e31e3aa927ebb40f9b3f0b192","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578030955737208","authorIdStr":"3578030955737208"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/349473907","repostId":"1115666346","repostType":4,"repost":{"id":"1115666346","kind":"news","pubTimestamp":1617616567,"share":"https://ttm.financial/m/news/1115666346?lang=en_US&edition=fundamental","pubTime":"2021-04-05 17:56","market":"hk","language":"zh","title":"Behind a pair of shoes soaring 31 times: Li Ning launched the counterattack of national tide in an all-round way","url":"https://stock-news.laohu8.com/highlight/detail?id=1115666346","media":"华尔街见闻","summary":"在消费升级的热潮中，中国品牌们正在改头换面，摆脱“大众运动品牌”的形象，向“运动时尚潮流”的高端站位发起冲击。\n\n炒鞋致富的新闻不稀奇，只不过这回，被炒到数万元的品牌是曾经的“大街货”李宁。\n在炒鞋党","content":"<p>In the upsurge of consumption upgrading, Chinese brands are changing their faces, getting rid of the image of \"mass sports brands\" and launching an impact on the high-end position of \"sports fashion trend\". It is not unusual for the news of getting rich by frying shoes, but this time, the brand that was fired to tens of thousands of yuan was once \"street goods\"<a href=\"https://laohu8.com/S/02331\">Li Ning</a>。</p><p>On the \"base camp\" APP of the shoe-frying party, the price of Li-Ning Wade's Way 4 All-Star Silver and White is as high as 48,889 yuan, which is 31 times higher than the reference sale price of 1,499 yuan.</p><p>Among Anta brands, take the white and black model of Doraemon co-branded casual sneakers as an example. The price of 42.5 yards is 4,599 yuan, and the reference price for sale is only 499 yuan, which is more than 8 times higher. Recently, there are nearly 9,000 purchase records.</p><p>The value of Li Ning and Anta has skyrocketed, and the melon-eating masses are shocked at this time that the domestic products that were once close to the people are now unable to climb high. \"I used to buy Li Ning without money, but now I have no money to buy Li Ning.\"</p><p><b>In fact, new domestic products with high pricing and avant-garde design are continuously exploding in the past two years.</b>As early as 2018, China's Li Ning brushed the wave screen by stepping on New York Fashion Week. A number of limited-edition sneakers from China's Li Ning have risen several times before, and the following-up hype after the Xinjiang cotton incident has only amplified the increase.</p><p><b>Behind this, there are many old and new brands in the cost-effective sports life market, which is in the Red Sea pattern of fierce competition. At the same time, the improvement of the consumption level of domestic young customers has upgraded from a single emphasis on the cost performance of goods to the pursuit of different levels such as social attributes, aesthetic styles and cultural connotations of products.</b></p><p><b>In this wave of consumption upgrading, Chinese brands are changing their faces, getting rid of the image of \"mass sports brands\" and launching an impact on the high-end position of \"sports fashion trend\".</b></p><p><b>Ten years of transformation, China's Li Ning emerged from nowhere</b></p><p>As early as 2010, Zhang Zhiyong realized that Li Ning's brand crisis was coming.</p><p>On the one hand, the brand's original post-60s-80s brand core customer group is losing. On the other hand, emerging customers such as the post-90s generation lack cognitive foundation for Li-Ning brand, and their consumption habits change rapidly.</p><p>At that time, Zhang Paiban put forward the \"post-90s Li-Ning\" brand rejuvenation strategy, and started a series of actions to change bids and raise prices. The price segment of the main products was mentioned to more than 400 yuan.</p><p>Unfortunately<b>The start of rebranding has not been smooth.</b></p><p>The price of new commodities has become more expensive, which makes it difficult for Li-Ning Company's main consumer groups in second-, third-and fourth-tier cities to accept it. The number of orders and orders has dropped by 17% year-on-year, and Li-Ning Company has stuck itself between international high-end brands and popular brands in the market.</p><p>In 2011, the company's profit plummeted by 65%, but the product inventory amount increased by 200 million yuan, 41% month-on-month, and the inventory turnover days changed from 52 days to 73 days.</p><p>In 2012, Zhang Zhiyong, who had led the operation of Li-Ning Company for 11 years, lost the trust of the founder and the board of directors and was announced out, and TPG Jin Zhenjun took over.</p><p>When Jin Zhenjun took over, Li-Ning Company successively launched the \"Li-Ning XJessica\" youth idol route and the \"Li-Ning Spring Mark\" cost-effective sports life route on top of the strategy of brand rejuvenation.</p><p>Overall, the period<b>However, Li-Ning Company has conducted useful explorations on the new business model of sports fashion, but its style image is more diversified and scattered, product differentiation is insufficient, brand recognition is not prominent enough, and the positioning of brand rejuvenation still lacks important support.</b></p><p><b>It was not until the layout of the national trend and the attempt to integrate traditional cultural elements into the existing product line that Li Ning ushered in a real turning point.</b></p><p>In 2017, Li-Ning Company released the original color matching products of Chinese landscape painting, Qingying White Trace Series and Counterflow Trace Series, all-red \"Rouge Nian\" limited edition, using traditional landscape and ancient costume color matching.</p><p>In 2018, the Chinese Li-Ning collection landed at New York Fashion Week and was a big success. This series incorporates representative elements of traditional culture such as \"Silk Road\", \"Dunhuang Mural\" and \"Landscape Flowers and Birds\" for innovative design, which triggers a rush to buy. Li Ning also completed the reshaping of the traditional mass sports brand image and realized the brand innovation mode of \"National Style Retro X Sports Fashion\".</p><p><img src=\"https://static.tigerbbs.com/a9e4a46b078411806d06806fb09171a9\" tg-width=\"1080\" tg-height=\"542\" referrerpolicy=\"no-referrer\"></p><p>(In 2018, China's Li-Ning collection landed in New York Fashion Week)</p><p><b>China Li-Ning and its main brands make synergy</b></p><p>On the one hand, Li-Ning has completed the redefinition of Li-Ning's classic styles in the form of fashion shows at the center traffic nodes of the fashion industry with the help of medium and high-standard center fashion catwalk modes such as New York Fashion Week.</p><p>On the other hand, Li-Ning cooperates with MAC, Dunhuang Museum and popular animation IP, and the joint branding types focus on traditional cultural IP and animation IP to meet the needs of younger target customers.</p><p><a href=\"https://laohu8.com/S/601162\">Tianfeng Securities</a>Analysts Sun Haiyang and Fan Zhangxiang believe that,<b>LI-NING brand is based on LI-NING<a href=\"https://laohu8.com/S/HUBG\">hub</a>Realize the sorting out, connection and expansion of the 2017 brand innovation national fashion series, and form a national fashion design style with integrated shoes and clothing, which has existing advantages in the field of national fashion trend, and some competing products of peers are difficult to replicate in the short term.</b></p><p>At present, the channel laying of LI-NING in China is still in the stage of rapid expansion, and the number of fashion flagship stores of this series was 120 as of the end of 2019. Tianfeng Securities estimates that the number of stores of China's Li-Ning series will increase by 71 stores in 2020, and it is estimated that the net increase of stores will reach 109 and 110 respectively from 2021 to 2022, which will approach the upper limit of 500-650 stores in 2025. By then, the turnover scale of this series is expected to exceed 5 billion yuan.</p><p><img src=\"https://static.tigerbbs.com/a3d7e91f62ae62add07afbda73525df0\" tg-width=\"1249\" tg-height=\"494\" referrerpolicy=\"no-referrer\"></p><p>China's Li-Ning series is dominated by young customers of Generation Z (18-25 years old), and its pricing level is in the range of 800-1200 yuan, which is 3-4 times that of Li-Ning's bulk goods in the price range of 160-320 yuan.</p><p><b>Objectively speaking, China's Li-Ning series audience has a single age group, and its price also determines that the scale of customer base is not as good as that of large goods. However, Tianfeng Securities believes that China Li-Ning will work together with its main brand and is expected to continue to provide incremental performance.</b></p><p>At the same time, benefiting from the accumulated role of China's Li-Ning Guochao concept in enhancing the brand power of Li-Ning big cargo owners, the overall selling price range of Li-Ning brand is expected to steadily increase. At the same time, during 2020H1, the Company will promote the replacement and upgrading of inefficient stores and expand the number of new big stores in shopping malls, so the store efficiency of Li-Ning brand in the future is expected to steadily improve.</p><p>Tianfeng Securities estimates that the average annual net increase of Li-Ning Big Goods stores in 2021-2023 will remain within the range of 240-300; The average net addition of Li-Ning's Young business in 2021-2023 is expected to be between 100-200 stores.</p><p>2023-2028 is the period of rapid growth of Li-Ning Company, and the CAGR of net profit attributable to the parent remains at 20%. 2029-2033 is the period of stable growth, and the CAGR of the company's overall net profit attributable to the parent remains at 15%. After 2034, it is the perpetual period, and the growth rate of net profit attributable to the parent and FCFF remains constant at 3%.</p><p><img src=\"https://static.tigerbbs.com/c582a52865722ffb0145e2adef50e72b\" tg-width=\"1247\" tg-height=\"629\" referrerpolicy=\"no-referrer\"></p><p>The national tide has brought new kinetic energy to Li Ning, but it has also become a speculation point for some speculators. CCTV News commented today that shoes are for wearing, not for speculation. Shoe speculators have raised the price of domestic sneakers to an abnormal level by abnormal means, which is away from the real price of domestic sneakers, and will eventually hurt the whole domestic shoe industry.</p><p>Looking back at Li Ning's ten-year transformation history, we can find that the transformation of domestic products is driven by internal innovation. Don't let speculation stifle the sound growth of brands and industries.</p>","source":"highlight_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Behind a pair of shoes soaring 31 times: Li Ning launched the counterattack of national tide in an all-round way</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBehind a pair of shoes soaring 31 times: Li Ning launched the counterattack of national tide in an all-round way\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2021-04-05 17:56</span>\n</p>\n</h4>\n</header>\n<article>\n<p>In the upsurge of consumption upgrading, Chinese brands are changing their faces, getting rid of the image of \"mass sports brands\" and launching an impact on the high-end position of \"sports fashion trend\". It is not unusual for the news of getting rich by frying shoes, but this time, the brand that was fired to tens of thousands of yuan was once \"street goods\"<a href=\"https://laohu8.com/S/02331\">Li Ning</a>。</p><p>On the \"base camp\" APP of the shoe-frying party, the price of Li-Ning Wade's Way 4 All-Star Silver and White is as high as 48,889 yuan, which is 31 times higher than the reference sale price of 1,499 yuan.</p><p>Among Anta brands, take the white and black model of Doraemon co-branded casual sneakers as an example. The price of 42.5 yards is 4,599 yuan, and the reference price for sale is only 499 yuan, which is more than 8 times higher. Recently, there are nearly 9,000 purchase records.</p><p>The value of Li Ning and Anta has skyrocketed, and the melon-eating masses are shocked at this time that the domestic products that were once close to the people are now unable to climb high. \"I used to buy Li Ning without money, but now I have no money to buy Li Ning.\"</p><p><b>In fact, new domestic products with high pricing and avant-garde design are continuously exploding in the past two years.</b>As early as 2018, China's Li Ning brushed the wave screen by stepping on New York Fashion Week. A number of limited-edition sneakers from China's Li Ning have risen several times before, and the following-up hype after the Xinjiang cotton incident has only amplified the increase.</p><p><b>Behind this, there are many old and new brands in the cost-effective sports life market, which is in the Red Sea pattern of fierce competition. At the same time, the improvement of the consumption level of domestic young customers has upgraded from a single emphasis on the cost performance of goods to the pursuit of different levels such as social attributes, aesthetic styles and cultural connotations of products.</b></p><p><b>In this wave of consumption upgrading, Chinese brands are changing their faces, getting rid of the image of \"mass sports brands\" and launching an impact on the high-end position of \"sports fashion trend\".</b></p><p><b>Ten years of transformation, China's Li Ning emerged from nowhere</b></p><p>As early as 2010, Zhang Zhiyong realized that Li Ning's brand crisis was coming.</p><p>On the one hand, the brand's original post-60s-80s brand core customer group is losing. On the other hand, emerging customers such as the post-90s generation lack cognitive foundation for Li-Ning brand, and their consumption habits change rapidly.</p><p>At that time, Zhang Paiban put forward the \"post-90s Li-Ning\" brand rejuvenation strategy, and started a series of actions to change bids and raise prices. The price segment of the main products was mentioned to more than 400 yuan.</p><p>Unfortunately<b>The start of rebranding has not been smooth.</b></p><p>The price of new commodities has become more expensive, which makes it difficult for Li-Ning Company's main consumer groups in second-, third-and fourth-tier cities to accept it. The number of orders and orders has dropped by 17% year-on-year, and Li-Ning Company has stuck itself between international high-end brands and popular brands in the market.</p><p>In 2011, the company's profit plummeted by 65%, but the product inventory amount increased by 200 million yuan, 41% month-on-month, and the inventory turnover days changed from 52 days to 73 days.</p><p>In 2012, Zhang Zhiyong, who had led the operation of Li-Ning Company for 11 years, lost the trust of the founder and the board of directors and was announced out, and TPG Jin Zhenjun took over.</p><p>When Jin Zhenjun took over, Li-Ning Company successively launched the \"Li-Ning XJessica\" youth idol route and the \"Li-Ning Spring Mark\" cost-effective sports life route on top of the strategy of brand rejuvenation.</p><p>Overall, the period<b>However, Li-Ning Company has conducted useful explorations on the new business model of sports fashion, but its style image is more diversified and scattered, product differentiation is insufficient, brand recognition is not prominent enough, and the positioning of brand rejuvenation still lacks important support.</b></p><p><b>It was not until the layout of the national trend and the attempt to integrate traditional cultural elements into the existing product line that Li Ning ushered in a real turning point.</b></p><p>In 2017, Li-Ning Company released the original color matching products of Chinese landscape painting, Qingying White Trace Series and Counterflow Trace Series, all-red \"Rouge Nian\" limited edition, using traditional landscape and ancient costume color matching.</p><p>In 2018, the Chinese Li-Ning collection landed at New York Fashion Week and was a big success. This series incorporates representative elements of traditional culture such as \"Silk Road\", \"Dunhuang Mural\" and \"Landscape Flowers and Birds\" for innovative design, which triggers a rush to buy. Li Ning also completed the reshaping of the traditional mass sports brand image and realized the brand innovation mode of \"National Style Retro X Sports Fashion\".</p><p><img src=\"https://static.tigerbbs.com/a9e4a46b078411806d06806fb09171a9\" tg-width=\"1080\" tg-height=\"542\" referrerpolicy=\"no-referrer\"></p><p>(In 2018, China's Li-Ning collection landed in New York Fashion Week)</p><p><b>China Li-Ning and its main brands make synergy</b></p><p>On the one hand, Li-Ning has completed the redefinition of Li-Ning's classic styles in the form of fashion shows at the center traffic nodes of the fashion industry with the help of medium and high-standard center fashion catwalk modes such as New York Fashion Week.</p><p>On the other hand, Li-Ning cooperates with MAC, Dunhuang Museum and popular animation IP, and the joint branding types focus on traditional cultural IP and animation IP to meet the needs of younger target customers.</p><p><a href=\"https://laohu8.com/S/601162\">Tianfeng Securities</a>Analysts Sun Haiyang and Fan Zhangxiang believe that,<b>LI-NING brand is based on LI-NING<a href=\"https://laohu8.com/S/HUBG\">hub</a>Realize the sorting out, connection and expansion of the 2017 brand innovation national fashion series, and form a national fashion design style with integrated shoes and clothing, which has existing advantages in the field of national fashion trend, and some competing products of peers are difficult to replicate in the short term.</b></p><p>At present, the channel laying of LI-NING in China is still in the stage of rapid expansion, and the number of fashion flagship stores of this series was 120 as of the end of 2019. Tianfeng Securities estimates that the number of stores of China's Li-Ning series will increase by 71 stores in 2020, and it is estimated that the net increase of stores will reach 109 and 110 respectively from 2021 to 2022, which will approach the upper limit of 500-650 stores in 2025. By then, the turnover scale of this series is expected to exceed 5 billion yuan.</p><p><img src=\"https://static.tigerbbs.com/a3d7e91f62ae62add07afbda73525df0\" tg-width=\"1249\" tg-height=\"494\" referrerpolicy=\"no-referrer\"></p><p>China's Li-Ning series is dominated by young customers of Generation Z (18-25 years old), and its pricing level is in the range of 800-1200 yuan, which is 3-4 times that of Li-Ning's bulk goods in the price range of 160-320 yuan.</p><p><b>Objectively speaking, China's Li-Ning series audience has a single age group, and its price also determines that the scale of customer base is not as good as that of large goods. However, Tianfeng Securities believes that China Li-Ning will work together with its main brand and is expected to continue to provide incremental performance.</b></p><p>At the same time, benefiting from the accumulated role of China's Li-Ning Guochao concept in enhancing the brand power of Li-Ning big cargo owners, the overall selling price range of Li-Ning brand is expected to steadily increase. At the same time, during 2020H1, the Company will promote the replacement and upgrading of inefficient stores and expand the number of new big stores in shopping malls, so the store efficiency of Li-Ning brand in the future is expected to steadily improve.</p><p>Tianfeng Securities estimates that the average annual net increase of Li-Ning Big Goods stores in 2021-2023 will remain within the range of 240-300; The average net addition of Li-Ning's Young business in 2021-2023 is expected to be between 100-200 stores.</p><p>2023-2028 is the period of rapid growth of Li-Ning Company, and the CAGR of net profit attributable to the parent remains at 20%. 2029-2033 is the period of stable growth, and the CAGR of the company's overall net profit attributable to the parent remains at 15%. After 2034, it is the perpetual period, and the growth rate of net profit attributable to the parent and FCFF remains constant at 3%.</p><p><img src=\"https://static.tigerbbs.com/c582a52865722ffb0145e2adef50e72b\" tg-width=\"1247\" tg-height=\"629\" referrerpolicy=\"no-referrer\"></p><p>The national tide has brought new kinetic energy to Li Ning, but it has also become a speculation point for some speculators. CCTV News commented today that shoes are for wearing, not for speculation. Shoe speculators have raised the price of domestic sneakers to an abnormal level by abnormal means, which is away from the real price of domestic sneakers, and will eventually hurt the whole domestic shoe industry.</p><p>Looking back at Li Ning's ten-year transformation history, we can find that the transformation of domestic products is driven by internal innovation. Don't let speculation stifle the sound growth of brands and industries.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3626192\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/36c94c5afd401e5546b2679333bd30b1","relate_stocks":{"02331":"李宁"},"source_url":"https://wallstreetcn.com/articles/3626192","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1115666346","content_text":"在消费升级的热潮中，中国品牌们正在改头换面，摆脱“大众运动品牌”的形象，向“运动时尚潮流”的高端站位发起冲击。\n\n炒鞋致富的新闻不稀奇，只不过这回，被炒到数万元的品牌是曾经的“大街货”李宁。\n在炒鞋党的“大本营”得物APP上，李宁韦德之道4全明星银白款，售价高达48889元，较1499元的参考发售价暴涨31倍。\n在安踏品牌中，以哆啦A梦联名休闲板鞋白黑款为例，42.5码售价为4599元，发售参考价仅为499元，涨了8倍多，最近购买记录有近9000条。\n李宁、安踏身价扶摇直上，吃瓜群众此时才惊觉，曾经亲民的国货如今都高攀不起了，“以前是没钱才买李宁，现在是没钱买李宁。”\n事实上，高定价、设计前卫的新国货近两年正在持续爆发。早在2018年，中国李宁就靠着踏上纽约时装周刷了波屏。中国李宁的多款限量球鞋之前已涨价数倍，新疆棉事件后的跟风炒作只是放大了涨幅。\n在这背后，性价比运动生活市场新旧品牌众多，处于激烈竞争红海格局。同时，国内年轻客群消费水平的提升，从单一看重商品性价比，升级到追求产品的社交属性、美感风格、文化内涵等不同层级。\n在这波消费升级的热潮中，中国品牌们正在改头换面，摆脱“大众运动品牌”的形象，向“运动时尚潮流”的高端站位发起冲击。\n十年转型，中国李宁横空出世\n早在2010年，张志勇就意识到李宁的品牌危机来了。\n一方面，品牌原有的60-80后品牌核心客群的在流失。另一方面，90后等新兴客群对于李宁品牌缺乏认知基础，且消费习惯转换较快。\n当年，张拍板提出“90后李宁”品牌年轻化战略，开启换标、提价一系列动作，主力产品价格段提到400元以上。\n只可惜，重塑品牌的开端并不顺利。\n新商品价格变贵，让李宁公司在二线、三线、四线城市的主要消费群难以接受，订单和订货数量同比下滑17%，李宁公司将自己卡在了国际高端品牌和市场大众品牌之间。\n2011年该公司利润骤跌65%，产品库存金额却增加了2亿元、环比大涨41%，库存周转天数从52天变为73天。\n2012年，领导李宁公司运营11年之久的张志勇失去创始人和董事会的信任，宣告出局，TPG金珍君接棒。\n金珍君入主时期，李宁公司在品牌年轻化的策略之上，整体先后推出“李宁XJessica”青春偶像路线、“李宁弹簧标”性价比运动生活路线。\n整体而言，该时期，李宁公司对运动时尚新业务模式进行了有益探索，但风格形象较为多元分散、产品差异化不足、品牌辨识度不够突出，品牌年轻化的定位仍旧缺乏重要支撑。\n直到布局国风潮流，尝试将传统文化元素融入现有产品线当中，李宁才迎来真正的转折点。\n2017年，李宁公司发售中国风山水画配色原创产品青萦白溯系列、Counterflow溯系列全红造型“胭脂念”限量款利用传统山水、古装配色。\n2018年，中国李宁系列登陆纽约时装周，大获成功。该系列融入了“丝绸之路”、“敦煌壁画”、“山水花鸟”等传统文化代表元素进行创新设计，引发抢购热潮，李宁也借此完成传统大众运动品牌形象重塑，实现“国风复古X运动时尚”品牌创新模式。\n\n（2018年，中国李宁系列登陆纽约时装周）\n中国李宁与主品牌协同发力\n一方面，李宁借助纽约时装周等中高规格中心时装走秀模式，以时装界中心流量节点时装秀的形式，完成了对李宁经典款式的重新定义。\n另一方面，李宁与MAC、敦煌博物馆、热门动漫IP进行联名合作，联名类型集中在传统文化IP、动漫IP来契合更为年轻的目标客群需求。\n天风证券分析师孙海洋、范张翔认为，李宁品牌是以中国李宁为枢纽，实现对2017年品牌创新国风潮流系列梳理串联与拓展，形成鞋服一体配搭的国潮设计风格，在国风时尚潮流领域具有现有优势，部分同行竞品短期内难以复制。\n中国李宁渠道铺设目前尚处于高速拓展阶段，截至2019年底该系列时尚旗舰店数量为120家。天风证券估算，中国李宁系列2020年门店数量净增71家门店，2021~2022年预计门店净增数量分别达到109、110家，将在2025年接近门店数量的上限500-650家，届时该系列流水规模有望突破50亿元。\n\n中国李宁系列以Z世代年轻客群为主（18-25岁），定价水平在800-1200元的区间，是李宁大货售价区间160-320元的3-4倍。\n客观来看，中国李宁系列受众年龄层单一，其价格也决定了客群规模不及大货，但天风证券认为，中国李宁将与主品牌协同发力，有望持续提供业绩增量。\n同时，受益于中国李宁国潮概念对李宁大货主品牌力提升积累作用，李宁品牌整体售价区间有望稳步提升，同时2020H1期间，公司推动低效门店汰换升级，同时拓展购物中心新型大店数量，李宁品牌未来门店店效有望保持稳步提升。\n天风证券预计，李宁大货2021-2023年年均门店净增数量保持在240-300家区间内；李宁Young业务2021-2023年均门店净增数量预计在100-200家之间。\n2023-2028为李宁公司的快速增长期，归母净利润CAGR保持在20%，2029-2033年为稳定增长期，公司整体归母净利润CAGR保持在15%，2034年以后为永续期，归母净利润及FCFF增速恒定为3%。\n\n国潮为李宁带来新动能，但也成了一些投机客的炒作点。央视新闻今日评论称，鞋是用来穿的，而不应是用来炒的，炒鞋客通过非正常手段把国产球鞋的价格升到畸形地步，脱离了国产球鞋的真实价位，最终将伤害整个国产鞋行业。\n回顾李宁十年转型史，我们可以发现，国货的蜕变靠的是内在创新驱动，别让炒作扼杀了品牌、行业的良性增长。","news_type":1,"symbols_score_info":{"02331":0.9}},"isVote":1,"tweetType":1,"viewCount":1251,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":340793123,"gmtCreate":1617471252862,"gmtModify":1704699896258,"author":{"id":"3578030955737208","authorId":"3578030955737208","name":"Rachel_Tan","avatar":"https://static.tigerbbs.com/c56c225e31e3aa927ebb40f9b3f0b192","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578030955737208","authorIdStr":"3578030955737208"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ARKF\">$ARK Fintech Innovation ETF(ARKF)$</a>?","listText":"<a href=\"https://laohu8.com/S/ARKF\">$ARK Fintech Innovation ETF(ARKF)$</a>?","text":"$ARK Fintech Innovation ETF(ARKF)$?","images":[{"img":"https://static.tigerbbs.com/50f17431145ed1dcd080e984624fd26a","width":"1125","height":"1949"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/340793123","isVote":1,"tweetType":1,"viewCount":1173,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":169068376,"gmtCreate":1623809437595,"gmtModify":1703820131824,"author":{"id":"3578030955737208","authorId":"3578030955737208","name":"Rachel_Tan","avatar":"https://static.tigerbbs.com/c56c225e31e3aa927ebb40f9b3f0b192","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578030955737208","idStr":"3578030955737208"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/8VI.AU\">$8VIC(8VI.AU)$</a>wow！unbelievable！","listText":"<a href=\"https://laohu8.com/S/8VI.AU\">$8VIC(8VI.AU)$</a>wow！unbelievable！","text":"$8VIC(8VI.AU)$wow！unbelievable！","images":[{"img":"https://static.tigerbbs.com/501628017bd2fec17c4ef064037ba651","width":"1125","height":"1949"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/169068376","isVote":1,"tweetType":1,"viewCount":3388,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":181378495,"gmtCreate":1623376230717,"gmtModify":1704201995296,"author":{"id":"3578030955737208","authorId":"3578030955737208","name":"Rachel_Tan","avatar":"https://static.tigerbbs.com/c56c225e31e3aa927ebb40f9b3f0b192","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578030955737208","idStr":"3578030955737208"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/8VI.AU\">$8VIC(8VI.AU)$</a>?","listText":"<a href=\"https://laohu8.com/S/8VI.AU\">$8VIC(8VI.AU)$</a>?","text":"$8VIC(8VI.AU)$?","images":[{"img":"https://static.tigerbbs.com/2cf8d9ad652aa1e3a66c84c65a997c9a","width":"1125","height":"1949"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/181378495","isVote":1,"tweetType":1,"viewCount":1592,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9931625325,"gmtCreate":1662453705567,"gmtModify":1676537063418,"author":{"id":"3578030955737208","authorId":"3578030955737208","name":"Rachel_Tan","avatar":"https://static.tigerbbs.com/c56c225e31e3aa927ebb40f9b3f0b192","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578030955737208","idStr":"3578030955737208"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/8VI.AU\">$8VI Holdings Ltd(8VI.AU)$</a>🤣","listText":"<a href=\"https://ttm.financial/S/8VI.AU\">$8VI Holdings Ltd(8VI.AU)$</a>🤣","text":"$8VI Holdings Ltd(8VI.AU)$🤣","images":[{"img":"https://community-static.tradeup.com/news/e13a51060c50a07aa1f116d96b0a564f","width":"1125","height":"2196"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9931625325","isVote":1,"tweetType":1,"viewCount":3989,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":164322475,"gmtCreate":1624173293297,"gmtModify":1703830158813,"author":{"id":"3578030955737208","authorId":"3578030955737208","name":"Rachel_Tan","avatar":"https://static.tigerbbs.com/c56c225e31e3aa927ebb40f9b3f0b192","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578030955737208","idStr":"3578030955737208"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/164322475","repostId":"1130870510","repostType":4,"repost":{"id":"1130870510","kind":"news","pubTimestamp":1624154800,"share":"https://ttm.financial/m/news/1130870510?lang=en_US&edition=fundamental","pubTime":"2021-06-20 10:06","market":"us","language":"zh","title":"Rate cuts? It was just a beautiful misunderstanding","url":"https://stock-news.laohu8.com/highlight/detail?id=1130870510","media":" 国元证券杨为敩","summary":"国元证券分析表示，在报价方式改变后，不同期限存款利率升降不一；当前环境下，货币政策宽松概率很低，若通胀下半年继续超预期，货币政策可能不松反紧。\n\n 编者注：此前券商中国报道称，多家银行向分行下发了调整","content":"<p>According to the analysis of Guoyuan Securities, after the quotation method was changed, the interest rates of deposits with different maturities rose and fell differently; In the current environment, the probability of monetary policy easing is very low. If inflation continues to exceed expectations in the second half of the year, monetary policy may not be loose but tight.</p><p>Editor's note: Previously, Brokerage China reported that a number of banks issued notices to branches to adjust the authorized management of deposit interest rates. Self-regulatory mechanisms set different basis point caps for different types of banks. After the quotation method is changed, the interest rate of deposits with a term of less than one year has increased, the interest rate of one year has remained unchanged, and most deposit products with a term of more than one year have to be lowered. Some market analysts interpret it as a disguised interest rate cut.<b>1. The self-discipline mechanism of market interest rate pricing is actually a self-discipline mechanism established by various places to soft restrict the interest rate increase after the central bank's deposit interest rate limit was lifted in 2015.</b></p><p><b>2. The definition method of the upper limit of deposit interest rate is adjusted from \"benchmark interest rate * floating ratio\" to \"benchmark interest rate + floating basis point\". Its original intention is probably to unify the measurement methods of the upper limit of deposit interest rate and the upper limit of loan interest rate, and the regulatory authorities may not have the consideration of guiding the interest rate in one direction through this mechanism.</b></p><p><b>3. After the quotation method is changed, the deposit interest rates of different maturities also rise and fall differently. For most banks, the interest rate on deposits over 1 year will decrease and that on deposits under 1 year will rise.</b></p><p><b>4. In theory, this will increase the duration of bank assets and reduce the capital cost of the whole society, but the reality may not be satisfactory:</b></p><p>1) The total deposit interest rate may not change much as a result. Within a reasonable scope, the bank's deposit interest rate is caused by the supply and demand of deposits, and its interest rate level does not simply reach the upper limit. In addition, if the bank is rational, the price comparison relationship between the bank's deposit interest rate and the cost of non-deposit liability channels (financial bonds and CDS) will also restrict the deposit interest rate from excessively deviating from the marketization track;</p><p>2) Even if the deposit interest rate changes, the transmission of the deposit interest rate to the asset-side cost is not smooth. Previously, banks would maintain an appropriate level of net interest margin through maturity mismatch within a certain limit. However, when this policy narrows the spread of long-term and short-term liability costs of banks, the willingness of banks to maturity mismatch will inevitably decrease, which will lead to the capital cost of the whole society not necessarily decreasing as a result.</p><p><b>5. In the current environment, the probability of loose monetary policy is very low:</b></p><p>1) The current position of monetary policy is obviously more loose than the reasonable position given by economic fundamentals, at least it does not reflect the current rapidly rising inflation level. If inflation continues to exceed expectations in the second half of the year, the monetary policy may not be loose but tight in the second half of the year.</p><p>2) The current policy interest rate is already too low. When the epidemic caused a severe economic recession in Q1 last year, the interest rates of MLF, reverse repurchase, LPR and other policy instruments were each lowered by as much as 30bp. However, after the follow-up environment recovered, these policy interest rates remained at an ultra-low level, which made it unnecessary to continue to use the easing of price policies.</p><p><b>6. In particular, this policy may not be obviously beneficial to interest rate bonds. If the duration of bank assets does not rise but falls, the yield of interest rate bonds at the long-end or short-end may not necessarily decline significantly. If the bond market remains unmoved, the impact of other assets by this policy should be quite limited.</b></p>","source":"highlight_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Rate cuts? It was just a beautiful misunderstanding</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nRate cuts? It was just a beautiful misunderstanding\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\"> 国元证券杨为敩</strong><span class=\"h-time small\">2021-06-20 10:06</span>\n</p>\n</h4>\n</header>\n<article>\n<p>According to the analysis of Guoyuan Securities, after the quotation method was changed, the interest rates of deposits with different maturities rose and fell differently; In the current environment, the probability of monetary policy easing is very low. If inflation continues to exceed expectations in the second half of the year, monetary policy may not be loose but tight.</p><p>Editor's note: Previously, Brokerage China reported that a number of banks issued notices to branches to adjust the authorized management of deposit interest rates. Self-regulatory mechanisms set different basis point caps for different types of banks. After the quotation method is changed, the interest rate of deposits with a term of less than one year has increased, the interest rate of one year has remained unchanged, and most deposit products with a term of more than one year have to be lowered. Some market analysts interpret it as a disguised interest rate cut.<b>1. The self-discipline mechanism of market interest rate pricing is actually a self-discipline mechanism established by various places to soft restrict the interest rate increase after the central bank's deposit interest rate limit was lifted in 2015.</b></p><p><b>2. The definition method of the upper limit of deposit interest rate is adjusted from \"benchmark interest rate * floating ratio\" to \"benchmark interest rate + floating basis point\". Its original intention is probably to unify the measurement methods of the upper limit of deposit interest rate and the upper limit of loan interest rate, and the regulatory authorities may not have the consideration of guiding the interest rate in one direction through this mechanism.</b></p><p><b>3. After the quotation method is changed, the deposit interest rates of different maturities also rise and fall differently. For most banks, the interest rate on deposits over 1 year will decrease and that on deposits under 1 year will rise.</b></p><p><b>4. In theory, this will increase the duration of bank assets and reduce the capital cost of the whole society, but the reality may not be satisfactory:</b></p><p>1) The total deposit interest rate may not change much as a result. Within a reasonable scope, the bank's deposit interest rate is caused by the supply and demand of deposits, and its interest rate level does not simply reach the upper limit. In addition, if the bank is rational, the price comparison relationship between the bank's deposit interest rate and the cost of non-deposit liability channels (financial bonds and CDS) will also restrict the deposit interest rate from excessively deviating from the marketization track;</p><p>2) Even if the deposit interest rate changes, the transmission of the deposit interest rate to the asset-side cost is not smooth. Previously, banks would maintain an appropriate level of net interest margin through maturity mismatch within a certain limit. However, when this policy narrows the spread of long-term and short-term liability costs of banks, the willingness of banks to maturity mismatch will inevitably decrease, which will lead to the capital cost of the whole society not necessarily decreasing as a result.</p><p><b>5. In the current environment, the probability of loose monetary policy is very low:</b></p><p>1) The current position of monetary policy is obviously more loose than the reasonable position given by economic fundamentals, at least it does not reflect the current rapidly rising inflation level. If inflation continues to exceed expectations in the second half of the year, the monetary policy may not be loose but tight in the second half of the year.</p><p>2) The current policy interest rate is already too low. When the epidemic caused a severe economic recession in Q1 last year, the interest rates of MLF, reverse repurchase, LPR and other policy instruments were each lowered by as much as 30bp. However, after the follow-up environment recovered, these policy interest rates remained at an ultra-low level, which made it unnecessary to continue to use the easing of price policies.</p><p><b>6. In particular, this policy may not be obviously beneficial to interest rate bonds. If the duration of bank assets does not rise but falls, the yield of interest rate bonds at the long-end or short-end may not necessarily decline significantly. If the bond market remains unmoved, the impact of other assets by this policy should be quite limited.</b></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3633334\"> 国元证券杨为敩</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ab93f5b286e91abed33d5671db67c8b5","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3633334","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1130870510","content_text":"国元证券分析表示，在报价方式改变后，不同期限存款利率升降不一；当前环境下，货币政策宽松概率很低，若通胀下半年继续超预期，货币政策可能不松反紧。\n\n 编者注：此前券商中国报道称，多家银行向分行下发了调整存款利率授权管理的通知。自律机制针对不同类型的银行设置了不同的基点上限。报价方式改变后，一年期以下的存款利率有所上升，一年期利率水平维持不变，一年期以上的存款产品大多要下调。有市场分析将其解读为变相降息。\n\n1、市场利率定价自律机制实际上是在2015年央行存款利率幅度限制取消后，各个地方对利率上浮幅度进行软性限制而成立的自律机制。\n2、存款利率上限的界定方式由“基准利率*上浮比例”调整到“基准利率+上浮基点”，其初衷很可能是将存款利率上限与贷款利率上限的计量方式统一起来，监管层未必有通过该机制将利率朝一个方向引导的考虑。\n3、在报价方式改变之后，不同期限的存款利率也是升降不一的。对于大多数银行来说，1年期以上的存款利率会下降，而1年期以下的存款利率则会上升。\n4、理论上，这会增加银行资产端的久期，降低全社会的资金成本，但现实未必会表现尽如人意：\n1）总存款利率未必会因此而出现太大变化。在合理的范畴之内，银行的存款利率是由存款供需所导致的，其利率水平并非单纯打到上限，此外，如果银行理性的话，银行的存款利率与非存款负债渠道的成本（金融债及CDS）的比价关系也会约束存款利率过度脱离市场化轨道；\n2）即使存款利率发生变化，存款利率对资产端成本的传导也并不顺畅。银行在此前会通过一定限度内的期限错配去维持一个合适的净息差水平，而在该政策缩窄了银行长短期负债成本的利差的情况下，银行期限错配的意愿不可避免地会下降，这会导致全社会资金成本未必会因此而下降。\n5、在当前的环境之下，货币政策宽松的概率是很低的：\n1）当前货币政策的位置已经明显比经济基本面给出的合理位置更加宽松，至少并没有反映当前迅速向上的通胀水平，若通胀在下半年继续超预期的话，则货币政策在下半年可能不松反紧。\n2）当前的政策利率已经过低，在去年Q1疫情导致经济严重衰退之时，MLF、逆回购、LPR等政策工具利率水平各下调30bp之多，而在后续环境恢复之后，这些政策利率仍然维持在超低的水平之内，这导致继续动用价格政策的宽松并无必要。\n6、尤其是，这一政策未必会对利率债产生明显利好，如果银行资产端的久期不升反降的话，无论长端或短端的利率债收益率都不见得会出现明显下降，如果债券市场岿然不动的话，其他资产受该政策的影响也应相当有限。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":3892,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":375094944,"gmtCreate":1619253625188,"gmtModify":1704721881122,"author":{"id":"3578030955737208","authorId":"3578030955737208","name":"Rachel_Tan","avatar":"https://static.tigerbbs.com/c56c225e31e3aa927ebb40f9b3f0b192","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578030955737208","idStr":"3578030955737208"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ARKF\">$ARK Fintech Innovation ETF(ARKF)$</a>?","listText":"<a href=\"https://laohu8.com/S/ARKF\">$ARK Fintech Innovation ETF(ARKF)$</a>?","text":"$ARK Fintech Innovation ETF(ARKF)$?","images":[{"img":"https://static.tigerbbs.com/e6521701b9787361c921cfd564d9dcea","width":"1125","height":"2183"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/375094944","isVote":1,"tweetType":1,"viewCount":1184,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":370864710,"gmtCreate":1618573905430,"gmtModify":1704712923465,"author":{"id":"3578030955737208","authorId":"3578030955737208","name":"Rachel_Tan","avatar":"https://static.tigerbbs.com/c56c225e31e3aa927ebb40f9b3f0b192","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578030955737208","idStr":"3578030955737208"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SKLZ\">$Skillz Inc(SKLZ)$</a> ??","listText":"<a href=\"https://laohu8.com/S/SKLZ\">$Skillz Inc(SKLZ)$</a> ??","text":"$Skillz Inc(SKLZ)$ ??","images":[{"img":"https://static.tigerbbs.com/7a2b0338a08208c0c2dd37105f6ade43","width":"1125","height":"1949"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/370864710","isVote":1,"tweetType":1,"viewCount":1330,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9015222595,"gmtCreate":1649492594430,"gmtModify":1676534521303,"author":{"id":"3578030955737208","authorId":"3578030955737208","name":"Rachel_Tan","avatar":"https://static.tigerbbs.com/c56c225e31e3aa927ebb40f9b3f0b192","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578030955737208","idStr":"3578030955737208"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SKLZ\">$Skillz Inc(SKLZ)$</a>hopeless&nbsp;","listText":"<a href=\"https://ttm.financial/S/SKLZ\">$Skillz Inc(SKLZ)$</a>hopeless&nbsp;","text":"$Skillz Inc(SKLZ)$hopeless","images":[{"img":"https://community-static.tradeup.com/news/fac61038e9f0babd6d1b5f5a5c90630c","width":"1125","height":"2196"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9015222595","isVote":1,"tweetType":1,"viewCount":2756,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9092112324,"gmtCreate":1644551740499,"gmtModify":1676533940452,"author":{"id":"3578030955737208","authorId":"3578030955737208","name":"Rachel_Tan","avatar":"https://static.tigerbbs.com/c56c225e31e3aa927ebb40f9b3f0b192","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578030955737208","idStr":"3578030955737208"},"themes":[],"htmlText":"Good news&nbsp;","listText":"Good news&nbsp;","text":"Good news","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9092112324","repostId":"2210233561","repostType":2,"repost":{"id":"2210233561","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1644545875,"share":"https://ttm.financial/m/news/2210233561?lang=en_US&edition=fundamental","pubTime":"2022-02-11 10:17","market":"sg","language":"en","title":"MSCI to Add Grab, 20 Stocks to Global Index","url":"https://stock-news.laohu8.com/highlight/detail?id=2210233561","media":"Reuters","summary":"HONG KONG, Feb 10 (Reuters) - MSCI will add Singaporean ride hailer Grab and 20 other securities to ","content":"<html><head></head><body><p>HONG KONG, Feb 10 (Reuters) - MSCI will add Singaporean ride hailer Grab and 20 other securities to its flagship global index in a quarterly review, the equity index compiler said in a statement late Wednesday.</p><p>Eleven securities will be removed from MSCI&#39;s ACWI Index, which tracks stocks from 23 developed markets and 25 emerging markets.</p><p>The changes will take effect from market close on Feb. 28.</p><p>MSCI also made changes to several other indexes, including adding China Mobile to its MSCI China A Onshore Index, which tracks large- and mid-cap stocks listed in Shenzhen and Shanghai.</p><p>China Mobile, which is also listed in Hong Kong, raised $7.64 billion in its Shanghai listing last month, China&#39;s biggest public share offering in a decade.</p><p>Grab debuted on the Nasdaq in December after a $40 billion merger with a special purpose acquisition company.</p><p>Other additions to the global index include Irish aircraft leasing company AerCap, which last year said it would buy GE&#39;s aircraft leasing unit in a $30 billion deal and U.S. Real Estate Investment Trust Kimco Realty Corp.</p><p>The results of MSCI&#39;s next index review will be announced on May 12.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>MSCI to Add Grab, 20 Stocks to Global Index</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMSCI to Add Grab, 20 Stocks to Global Index\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-02-11 10:17</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>HONG KONG, Feb 10 (Reuters) - MSCI will add Singaporean ride hailer Grab and 20 other securities to its flagship global index in a quarterly review, the equity index compiler said in a statement late Wednesday.</p><p>Eleven securities will be removed from MSCI&#39;s ACWI Index, which tracks stocks from 23 developed markets and 25 emerging markets.</p><p>The changes will take effect from market close on Feb. 28.</p><p>MSCI also made changes to several other indexes, including adding China Mobile to its MSCI China A Onshore Index, which tracks large- and mid-cap stocks listed in Shenzhen and Shanghai.</p><p>China Mobile, which is also listed in Hong Kong, raised $7.64 billion in its Shanghai listing last month, China&#39;s biggest public share offering in a decade.</p><p>Grab debuted on the Nasdaq in December after a $40 billion merger with a special purpose acquisition company.</p><p>Other additions to the global index include Irish aircraft leasing company AerCap, which last year said it would buy GE&#39;s aircraft leasing unit in a $30 billion deal and U.S. Real Estate Investment Trust Kimco Realty Corp.</p><p>The results of MSCI&#39;s next index review will be announced on May 12.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GRAB":"Grab Holdings","KIM":"金科","BK4112":"金融交易所和数据","MSCI":"MSCI Inc","AER":"Aercap飞机租赁","00941":"中国移动"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2210233561","content_text":"HONG KONG, Feb 10 (Reuters) - MSCI will add Singaporean ride hailer Grab and 20 other securities to its flagship global index in a quarterly review, the equity index compiler said in a statement late Wednesday.Eleven securities will be removed from MSCI's ACWI Index, which tracks stocks from 23 developed markets and 25 emerging markets.The changes will take effect from market close on Feb. 28.MSCI also made changes to several other indexes, including adding China Mobile to its MSCI China A Onshore Index, which tracks large- and mid-cap stocks listed in Shenzhen and Shanghai.China Mobile, which is also listed in Hong Kong, raised $7.64 billion in its Shanghai listing last month, China's biggest public share offering in a decade.Grab debuted on the Nasdaq in December after a $40 billion merger with a special purpose acquisition company.Other additions to the global index include Irish aircraft leasing company AerCap, which last year said it would buy GE's aircraft leasing unit in a $30 billion deal and U.S. Real Estate Investment Trust Kimco Realty Corp.The results of MSCI's next index review will be announced on May 12.","news_type":1,"symbols_score_info":{"AER":0,"MSCI":0,"00941":0,"KIM":0,"GRAB":0}},"isVote":1,"tweetType":1,"viewCount":3034,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":345962340003872,"gmtCreate":1725505804422,"gmtModify":1725505809434,"author":{"id":"3578030955737208","authorId":"3578030955737208","name":"Rachel_Tan","avatar":"https://static.tigerbbs.com/c56c225e31e3aa927ebb40f9b3f0b192","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578030955737208","idStr":"3578030955737208"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/S58.SI\">$SATS LTD.(S58.SI)$&nbsp;</a> 😍","listText":"<a href=\"https://ttm.financial/S/S58.SI\">$SATS LTD.(S58.SI)$&nbsp;</a> 😍","text":"$SATS LTD.(S58.SI)$ 😍","images":[{"img":"https://community-static.tradeup.com/news/4cc1c2eb4f0eefc35b7aae99ab00d9fe","width":"762","height":"1481"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/345962340003872","isVote":1,"tweetType":1,"viewCount":3064,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9941938479,"gmtCreate":1679912635891,"gmtModify":1679912639598,"author":{"id":"3578030955737208","authorId":"3578030955737208","name":"Rachel_Tan","avatar":"https://static.tigerbbs.com/c56c225e31e3aa927ebb40f9b3f0b192","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578030955737208","idStr":"3578030955737208"},"themes":[],"htmlText":"😆haha！ any rewards?","listText":"😆haha！ any rewards?","text":"😆haha！ any rewards?","images":[{"img":"https://community-static.tradeup.com/news/b541701f73a57ba3b020d5a248cdae3f","width":"1125","height":"1476"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941938479","isVote":1,"tweetType":1,"viewCount":3192,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}