Kuaishou to spin off 'Kling' for a standalone listing; Tencent holds the line on social | Daily News Recap
0512 | Dolphin Research Focus — Macro/Industry. The BLS will release Apr CPI at 20:30 Beijing time on Tue, with the street expecting 3.7%–3.8% YoY and 0.6% MoM, as core inflation is supported by rents...
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The market has moved up so much and so fast. I think there is too much FOMO and not much value left in the market. Maybe it’s wiser to step aside and stay defensive.
Still waiting for the MAS Equity Market Development Programme to show its fruits of labour. The SG stock market don’t seem to be benefitting that clearly yet.
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📢 𝐉𝐔𝐒𝐓 𝐈𝐍: KUAISHOU PLANS TO SPIN OFF KLING AI VIDEO UNIT AT $20B VALUATION: INFORMATION
GOOGL issues JPY bonds to fuel the AI race; BABA integrates Qwen with Taobao to double down on smart shopping | Daily News Recap
0511 | Dolphin Research Watch: 🐬 Macro/Industry update. U.S. President Trump will pay a state visit to China on May 13–15, the first by a U.S. president in nine years.
This leader-level diplomacy sets......
0504 | Dolphin Research Focus: 🐬 Stock 1, $XIAOMI-W(01810.HK) jumped over 10% intraday after Xiaomi Auto delivered 30k units in Apr. (+50% MoM). Locked-in orders for the new SU7 topped 70k.
Recovering...
$KUAISHOU-W(01024.HK) sold off mainly on guidance from a small-group meeting (1Q26 & 2026), which was broadly weak and fell well short of buy-side expectations.
Management flagged pressure on top-line.........
+1
It’s good that the sustainable fuel tax is delayed amid this oil crisis. Hope the war will end by Oct.
Iran rejects US ceasefire plan — triggering increased oil volatility and exacerbating US dollar exchange rate fluctuations. Investment should still focus on hedging.